Lee County Port Authority

Buyer seeks to implement Workday's Adaptive Planning software solution to automate operating and capital cost planning and management processes. The implementation includes configuring financial information management, process automation workflows, forecasting capabilities, and reporting functions. Buyer requires integration with JDE financial system to ensure data integrity and reduce duplicate entry. The project aims to enhance productivity of Finance staff and improve accuracy of financial information.

• 5/21/2025 - Non-Mandatory Pre-Submittal Meeting
• 5/27/2025 - Questions/Clarification Request Deadline
• 6/9/2025 - Proposal Due Date

• Registered and in good standing with Florida Division of Corporations
• If joint venture, approved filing from Florida Department of Business and Professional Regulation
• Must be certified implementer of Workday Adaptive Planning Financial/Budget Software

• Configure and deploy Workday Adaptive Planning solution for financial processes
• Develop implementation plan with clear project deliverables and schedule
• Create application design specifications for system configuration
• Design and implement interfaces with JDE financial system
• Create reporting capabilities for operating and capital project budgets
• Develop test management plan with clear entrance/exit criteria
• Provide end-user and administrator training
• Implement SAML SSO integration with Google Workspace
• Configure capital project cash flow forecasting capabilities
• Develop automated workflows for budget request approvals