Basic Information

Reference Number

00004384763

Issuing Organization

Capital Regional District

Solicitation Type

RFI - Request for Information (Informal)

Solicitation Number

209084

Title

NO. PA0006 Financial Planning & Analysis Software Solution

Source ID

SCRIBE

Details

Location

British Columbia

Purchase Type

Not Stated

Dates

Publication

2025/01/23 03:59:00 PM EST

Closing Date

2025/02/17 06:00:00 PM EST

Contact Information

Michael Perra

mperra@crd.bc.ca

Description

CRD is seeking information, through this RFI process, from interested parties for a software solution to support the Financial Services’ financial planning operations, which include the preparation and monitoring of organizational budgets which serve to ensure transparency, efficiency and accountability. Operations that could benefit from this software include:

• Streamlined budget creation, consolidation and approval workflows.
• More accurate forecasting, scenario planning and financial modeling.
• Automated data integration and reporting.
• Improved collaboration across departments and budget owners.
• Easier tracking and monitoring of budget performance against actuals.
• Retrieval of standardized and ad-hoc financial and operational reports.
• Enhanced audit trail and version control for budgeting processes.
• Reconciliation of FTE data with board-approved Staff Establishment Charts and Payroll data.
• Scenario analysis and high-level breakdowns of funding sources and capital expenditures.

Disclaimer All amendments to the associated notice, including amended documents, plans and specifications (where applicable), are issued on bcbid.gov.bc.ca. MERX asks that you refer to bcbid.gov.bc.ca notice for these amendments. MERX stipulates that potential bidders may also be required to register with the buying authority as a bidder/plan taker. The contact information can be found within the notice abstract.