A Florida agency is seeking a qualified vendor to provide ERP software and implementation services to support its financial, purchasing, payroll, and human resource operations. The selected firm will supply rights to use an enterprise resource planning system that meets robust functional requirements tailored to the agency’s business processes.

Key requirements include the ability to purge data in accordance with retention policies, store attached documents within the system, link to external document management systems, and set varying retention periods for different document types. The solution must support Optical Character Recognition (OCR) and be delivered as a Software-as-a-Service (SaaS) offering. Advanced notice of user-impacting upgrades or changes is required.

Workflow capabilities should enable routing for approvals to users, roles, positions within departments or divisions, and requestor supervisors, supporting both sequential and concurrent approval processes. The system must also provide comprehensive audit logs tracking record modifications and deletions, as well as features for automated report generation, scheduling, and control. All vendor questions regarding this opportunity must be submitted by January 6, 2026.