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Cloud Based Financial Management, Budgeting, Accounting, and Payroll Software Conversion and Consulting Services

Overview


Business Systems (ERP, CRM & POS)
Cincinnati, Ohio, United StatesPosted: June 26th, 2026Deadline: August 14th, 2026

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SUMMARY


The agency is seeking a comprehensive cloud-based financial and HR software solution, including conversion, integration, and consulting services, to unify and streamline its business processes.

KEY REQUIREMENTS


TIMELINE


Issue Request for Proposals: June 25th, 2026

Deadline for Questions: July 17th, 2026

Response to Questions: July 31st, 2026

Proposals Due: August 14th, 2026

Scoring: August 28th, 2026

Demonstrations: September 2026

Preferred and Alternate Vendor Selected: September 2026

Contract Negotiation: October 2026

Board of Trustees Consideration and Approval: October 27th, 2026

QUESTION DEADLINE


July 17th, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


Colerain Township

Organization overview and procurement intelligence available on paid plans.
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DESCRIPTION


This RFP seeks a qualified vendor to provide cloud-based financial management, budgeting, accounting, and payroll software conversion and consulting services. The objective is to consolidate the agency's disparate finance and human resources systems into a unified, cloud-based platform that minimizes redundancies, streamlines workflows, and empowers staff with enhanced decision-making tools.

The selected solution should encompass modules for general ledger, accounts payable, accounts receivable, bank reconciliation, payroll, budgeting, purchasing, recruitment and hiring, employee records management, position maintenance, and benefits administration. The system must be fully cloud-based, featuring an automated audit trail of transactions, customizable record retention policies, secure archiving and purging capabilities, encryption of all internet and intranet data, and masking of sensitive information within self-service modules. Additional requirements include single sign-on via Active Directory, granular module-based security controls, virus scanning for document attachments, continuous security monitoring, CAPTCHA implementation for public portals, and secure electronic workflow routing of documents and approvals across all modules.

Vendors must pass the agency's security accreditation or other relevant compliance checks before go-live. All technical questions must be submitted by July 17, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due August 14, 2026. Questions must be submitted by July 17, 2026.
Who issued this RFP?
It was issued by Colerain Township. The work is located in Cincinnati, Ohio, United States.
Who is a good fit for this opportunity?
  • Proven expertise in cloud-based financial and HR software implementation
  • Experience in government or public sector ERP conversions
  • Strong security and compliance credentials (e.g., successful security accreditation for public agencies)
  • Ability to provide comprehensive consulting, conversion, and support services
  • Established presence or partnerships in Ohio or the Midwest region

Analysis generated by Settle AI from the source RFP.

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    Cloud Based Financial Management, Budgeting, Accounting, and Payroll Software Conversion and Consulting Services (Due August 14, 2026) | Settle RFP Hunter