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Accounting & Financial Reporting Software

4/11/2025
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Balsam Lake, Wisconsin

Polk County

Buyer seeks a qualified vendor to provide, implement, and support a fund accounting software solution. Buyer requires replacement of their current accounting system with modules for general ledger, accounts payable/receivable, budgeting, fixed assets, and more. The solution must include data migration from existing systems, training for staff, and integration with current systems. Buyer expects comprehensive support, maintenance, and security provisions.

  • 3/21/2025 - Request for Proposals Released
  • 4/4/2025 - Written Questions Received
  • 4/9/2025 - Response to Questions Released
  • 4/11/2025 - Proposal Due Date
  • 4/25/2025 - Interviews
  • 5/16/2025 - Selection
  • 5/30/2025 - Contract Negotiation
  • Experience providing Accounting & Financial Reporting Software
  • Capability to service and maintain all proposed software and equipment
  • Certified personnel for training county staff
  • Ability to provide US-based technical support preferred
  • Provide fund accounting software solution with multiple modules
  • Migrate data from Blackbaud/Financial Edge NXT
  • Implement all applicable accounting modules
  • Train 12 county staff on system use and maintenance
  • Ensure compatibility with existing county technology systems
  • Provide next business day equipment replacement maintenance
  • Establish 99.99% system availability with backup and redundancy
  • Support SAML 2.0 or other SSO methodology
  • Complete cyber security assessment
  • Configure API integration capabilities

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