When is the submission deadline?

Submissions are due October 2, 2026. Questions must be submitted by September 11, 2026.

It was issued by City Of Exeter. The work is located in Exeter, California, United States.

Who is a good fit for this opportunity?

Municipal financial management and ERP software provider. Experience implementing systems for cities or other public-sector organizations. Strong capabilities in financial reporting, payroll, utility billing, budgeting, and purchasing. Proven expertise in cloud hosting, data migration, system integration, and cybersecurity. Experienced implementation team providing configuration, training, go-live, and ongoing support. Capacity to deliver regulatory updates, maintenance, upgrades, and scalable modular functionality.

Municipal Financial Management System Software (Due October 2, 2026)

Overview

Business Systems (ERP, CRM & POS)

Exeter, California, United StatesPosted: August 31, 2026Deadline: October 2, 2026

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SUMMARY

The City seeks a vendor to replace its existing financial management system with a modern, hosted municipal solution supporting finance, payroll, utility billing, budgeting, purchasing, reporting, and analytics. Services include configuration, data migration, implementation, hosting, maintenance, and ongoing support.

KEY REQUIREMENTS

Must have demonstrated experience providing financial management software or integrated ERP systems to governmental agencies
Must demonstrate successful implementation and ongoing support for municipal or other governmental clients
Proposed software must be an established and commercially supported solution currently available for use by governmental agencies
Must have qualified personnel and resources for implementation, system configuration, data conversion, training, hosting, and support
Must be capable of providing a vendor-hosted or cloud-based solution with secure hosting, backup, and disaster recovery
Must demonstrate experience with data conversion and migration from existing financial management systems
Must be authorized to provide, license, host, implement, and support the proposed software
Must provide evidence of required insurance coverage including Commercial General Liability, Professional Liability, Business Automobile Liability, Workers' Compensation, and Cyber Liability

TIMELINE

RFP Released: August 31st, 2026

Questions Due: September 11th, 2026

Responses to Questions Posted: September 18th, 2026

Proposal Submission Deadline: October 2nd, 2026

Proposal Evaluation Period: October 5th – October 16th, 2026

Optional Interviews/Demonstrations: October 19th – October 23rd, 2026

City Council Approval: November 10th, 2026

Project Kickoff: November 2026

Implementation, Conversion, Testing, & Training: November 2026 – May 2027

Target System Launch/Go-Live: June 2027

QUESTION DEADLINE

September 11, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

City Of Exeter

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DESCRIPTION

The City is seeking a vendor to provide a modern municipal financial management system to replace its existing solution. The proposed system should offer simplified navigation, improved response times, efficient workflows, reduced errors, automation of routine and paper-based processes, and stronger integration with City systems and third-party applications.

The solution should support financial reporting, dashboards, analytics, real-time or near-real-time financial information, payroll, utility billing, budgeting, purchasing, and other municipal requirements. It should also improve the City's ability to search, retrieve, analyze, and export financial and operational data, while allowing additional functionality or modules to be added as operational needs evolve.

The vendor will be responsible for providing required software licenses or subscriptions, secure hosted or cloud-based application services, data storage, backup and recovery, disaster recovery, maintenance, system configuration, data conversion and migration, implementation, go-live and transition support, ongoing upgrades, enhancements, security updates, and applicable legislative or regulatory updates. Questions must be submitted no later than September 11, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due October 2, 2026. Questions must be submitted by September 11, 2026.
Who issued this RFP?: It was issued by City Of Exeter. The work is located in Exeter, California, United States.
Who is a good fit for this opportunity?: Municipal financial management and ERP software provider
Experience implementing systems for cities or other public-sector organizations
Strong capabilities in financial reporting, payroll, utility billing, budgeting, and purchasing
Proven expertise in cloud hosting, data migration, system integration, and cybersecurity
Experienced implementation team providing configuration, training, go-live, and ongoing support
Capacity to deliver regulatory updates, maintenance, upgrades, and scalable modular functionality

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.

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