Financial Transparency and Budget Planning Software
Overview
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SUMMARY
DESCRIPTION
A public agency in California is seeking a vendor to provide a web-based financial transparency and budget planning software solution. The platform must support remote access and interactive budget management, while being intuitive and user-friendly. The system is expected to automatically generate a digital budget book from the budget development process and support agency award-qualifying book production.
Required capabilities include analysis, dashboarding, drill-down reporting, and monitoring tools, as well as integration with Tyler Technologies New World for frequent data uploads and downloads, including daily exchanges during budget season. The solution must handle multiple upload formats, track changes and comments with date stamps, and generate reports reflecting those edits. Modules requested include budget development, forecasting, personnel, analysis, transparency, and capital improvement plan development, approval, and tracking.
The digital budget book component should support collaborative customization, uniform formatting, built-in guidelines to meet agency award criteria, and automated creation of fund summary pages, charts, tables, and other content. The operational budgeting functionality should automatically build departmental budgets as requests are approved, provide AI-driven forecasting for long-term planning, maintain an automated audit trail during collaboration, and enable multiple budget scenarios and fund-based forecasts with revision and override capabilities.
The anticipated contract term is one year. Questions are due by August 3, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due August 14, 2026.
- Who is a good fit for this opportunity?
- Vendor specializing in public sector budgeting and financial transparency software
- Experience delivering web-based budget development and digital budget book platforms
- Proven integration capability with Tyler Technologies New World
- Expertise in forecasting, audit trails, workflow approvals, and collaborative financial planning
- Ability to support capital improvement planning and multi-module budgeting environments
- Established implementation and support team for government clients in California or nationwide
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.