Project Management Services for Acquisition of Municipal Financial Management Software
Overview
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SUMMARY
KEY REQUIREMENTS
TIMELINE
July 13th, 2026: RFP released.
July 22nd, 2026: Informational session at 1:00 PM.
July 29th, 2026: Last day for questions at 4:00 PM.
August 5th, 2026: Responses due at 12:00 PM.
Week of August 17th, 2026: Respondents short-listed.
Week of August 20th, 2026: Interviews for short-listed respondents.
Week of September 3rd, 2026: Anticipated execution of contract.
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
City Of Everett
DESCRIPTION
A municipality in Massachusetts is seeking consulting and project management services to support the acquisition and implementation of a new municipal financial management software system. The selected consultant will conduct a business process review and needs assessment across all departments that use the financial system, including the school department. This work includes documenting current workflows, systems, interfaces, reports, manual workarounds, data sources, pain points, controls, risks, and reporting requirements.
The consultant will also assess current and proposed internal controls related to procurement, accounts payable, general ledger, budgeting, revenue posting, cash management, user access, approval workflows, audit trails, and segregation of duties. In addition, the engagement includes redesigning the chart of accounts and financial coding structure to support governmental accounting, municipal reporting, budgetary controls, grants, capital projects, enterprise funds, departmental management, audit needs, school department year-end reporting, and future ERP reporting.
Support is also required for ERP system selection, including translating business requirements into functional and technical specifications. During implementation, the consultant will help develop and maintain the project plan with the selected software vendor. The scope further includes data inventory, conversion planning, testing, validation, reconciliation, and legacy data retention planning, along with assistance in developing a legacy system disposition plan for historical data access, audit support, read-only access needs, decommissioning steps, and retirement timing.
Questions are due by July 29, 2026. The resulting contract is expected to run for two years.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 5, 2026. Questions must be submitted by July 29, 2026.
- Who issued this RFP?
- It was issued by City Of Everett. The work is located in Everett, Massachusetts, United States.
- Who is a good fit for this opportunity?
- Public sector ERP and municipal finance consulting firm
- Experience managing government financial software selection and implementation projects
- Expertise in business process assessment and internal controls review
- Strong background in governmental accounting and chart of accounts redesign
- Capability in data migration, testing, and legacy system decommissioning planning
- Familiarity with school department and municipal reporting requirements
- Proven project management experience coordinating with software vendors over multi-year implementations
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.