When is the submission deadline?

Submissions are due June 19, 2026.

What is the budget for this RFP?

The published budget is $50,000 – $60,000.

It was issued by City Of Port Moody. The work is located in Port Moody, British Columbia, Canada.

Who is a good fit for this opportunity?

Experience implementing financial reporting and audit collaboration systems for public sector clients. Expertise in cloud-based software deployment and integration. Strong understanding of statutory and regulatory requirements for municipal financial statements. Demonstrated proficiency in data security and audit trail management. Capacity to provide transition support and end-user training.

Cloud-Based Financial Statements Preparation and Audit Collaboration Software (Due June 19, 2026)

Overview

Business Systems (ERP, CRM & POS)

Port Moody, British Columbia, CanadaPosted: May 23rd, 2026Deadline: June 19th, 2026

Fit Score

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SUMMARY

The City seeks a cloud-based software solution to modernize the preparation of annual financial statements and improve collaboration with external auditors.

KEY REQUIREMENTS

Must be a cloud-based financial reporting solution
Must be compatible with Unit4 (Agresso) accounting system
Must support PSAB PS 1202 reporting standards
Must have data residency in Canada
Must support Azure Active Directory / Entra ID integration
Must conform to WCAG 2.0 AA standards
Must provide a verifiable digital bid bond of 10% of the total price
Must have a valid City of Port Moody business license
Must provide proof of insurance as specified in the contract

BUDGET

Verified

$50,000 – $60,000

CONTRACT DURATION

36 months

TIMELINE

Opening Date: May 22nd, 2026

Closing Date: June 19th, 2026

Project Start Date: 2026

Issuing Agency

City Of Port Moody

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The City is seeking a vendor to provide a modern, cloud-based solution for annual financial statements preparation and audit collaboration. The project will involve replacing or significantly upgrading the current financial reporting software to enhance efficiency, accuracy, and audit compliance for public sector financial statements.

The proposed system should reduce manual data handling, minimize reliance on Excel processes, and enable real-time collaboration with external auditors through built-in validation, diagnostics, and transition dashboards. Security features such as role-based permissions, audit trails, and robust version control are required. The solution should include a public sector-specific data model that facilitates appropriate grouping, mapping, and validation, and must be scalable to support future statutory reporting requirements. Automatic updating of linked figures across statements, notes, and related reports is essential to streamline the reporting process.

Vendors must support a controlled transition to the new platform and ensure the system is capable of tracking changes, maintaining audit trails, and providing efficient, secure auditor collaboration.

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Frequently asked questions

When is the submission deadline?: Submissions are due June 19, 2026.
What is the budget for this RFP?: The published budget is $50,000 – $60,000.
Who issued this RFP?: It was issued by City Of Port Moody. The work is located in Port Moody, British Columbia, Canada.
Who is a good fit for this opportunity?: Experience implementing financial reporting and audit collaboration systems for public sector clients
Expertise in cloud-based software deployment and integration
Strong understanding of statutory and regulatory requirements for municipal financial statements
Demonstrated proficiency in data security and audit trail management
Capacity to provide transition support and end-user training

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