When is the submission deadline?

Submissions are due September 3, 2026. Questions must be submitted by August 24, 2026.

It was issued by City Of Cypress. The work is located in Cypress, California, United States.

Who is a good fit for this opportunity?

Budget and public-sector financial management software provider. Demonstrated experience with government budgeting, forecasting, and chart-of-accounts integration. Strong capabilities in workflow automation, audit trails, reporting, and scenario analysis. Experience delivering WCAG 2.1 Level AA-compliant responsive applications. Established vendor with successful implementations for public agencies.

Budget Software (Due September 3, 2026)

Overview

Business Systems (ERP, CRM & POS)

Cypress, California, United StatesPosted: August 13, 2026Deadline: September 3, 2026

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SUMMARY

The agency seeks accessible, browser-based budget software supporting operating budget development, forecasting, scenario analysis, workflow approvals, auditability, reporting, and financial data exploration.

KEY REQUIREMENTS

Must submit proposal electronically through PlanetBids
Must provide at least three references using the same service
Must provide a complete list of all California municipalities utilizing the solution over the past three years
Must provide insurance documentation including Commercial General Liability, Automobile Liability, Workers' Compensation, Cyber Insurance, and Technology Professional Liability
Must be able to provide software licensing, SaaS, maintenance, and/or 3rd party agreements
Must demonstrate ability to provide services outlined in the Scope of Work
Must provide a detailed project plan with milestones and resource assignments
Must provide quality control procedures
Must provide help desk services and standard response times

TIMELINE

Request for proposals issued: August 11th, 2026

Questions due: August 24th, 2026

Responses to questions provided: August 27th, 2026

Submittals due: September 3rd, 2026

Demonstrations: Week of September 21st, 2026

City Council consideration of Contract Award: October 13th, 2026

QUESTION DEADLINE

August 24, 2026

Issuing Agency

City Of Cypress

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The agency is seeking a vendor to provide budget software with a browser-based, mobile-responsive interface that complies with Web Content Accessibility Guidelines (WCAG) 2.1 Level AA. The solution must generate proposed and adopted operating budget books. Optional capabilities include generating Capital Improvement Program budgets and monthly, quarterly, and annual comprehensive financial reports.

The software should support role-based access controls that separate internal workflows from public views, as well as operating budget structures organized by fund, classification, department, program, and subprogram and mapped to the agency’s chart of accounts. Required financial capabilities include revenue and expenditure projections, broad adjustments to specified cost objects, predictive analytics for current and long-term financial forecasting, and scenario analysis based on varying assumptions.

The solution should provide a centralized, auditable repository with version history, changelogs, and user action timestamps. Additional requirements include an ad hoc drag-and-drop query builder with transaction-level drill-down, multiyear budget-to-actual and trend analysis with customizable date ranges, configurable approval routing, draft versioning with redlines and archival of superseded documents, and automated reminders and milestone notifications. Questions must be submitted no later than August 24, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due September 3, 2026. Questions must be submitted by August 24, 2026.
Who issued this RFP?: It was issued by City Of Cypress. The work is located in Cypress, California, United States.
Who is a good fit for this opportunity?: Budget and public-sector financial management software provider
Demonstrated experience with government budgeting, forecasting, and chart-of-accounts integration
Strong capabilities in workflow automation, audit trails, reporting, and scenario analysis
Experience delivering WCAG 2.1 Level AA-compliant responsive applications
Established vendor with successful implementations for public agencies

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

See how Settle works