Cloud-Based Budget Management and Publishing Software

A California agency is seeking a qualified vendor to provide a comprehensive cloud-based budget management and publishing software solution. The required system must support the creation, configuration, implementation, and ongoing support of a cloud-hosted budget document publishing and financial reporting platform. Essential features include role-based access controls, integration with Active Directory or equivalent authentication, and the ability for administrators to assign user roles to control access to specific features and data.

The solution should enable forms-based data entry for departmental budget submissions, with options to attach supporting documents and comments. Automated, seamless integration with Tyler Munis is required, allowing for data exchange and synchronization of financial information, account structures, and hierarchies. The platform must offer graphical analysis tools for financial performance and key performance indicators (KPIs), as well as customizable dashboards tailored for management and policymakers.

Vendors must ensure customer data is securely separated from other clients and provide a fully cloud-hosted, web-based solution accessible through modern browsers. The software should include automated publishing tools for ADA-compliant PDF and web formats, supporting interactive online and print-ready document creation. The contract for this solution is anticipated to be for a period of three years.