Basic Information

Reference Number

0000290331

Issuing Organization

Toronto Real Estate Board

Owner Organization

Toronto Real Estate Board

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

TREB31

Title

Comprehensive Financial Operations Review, ERP Migration, Process Automation

Source ID

PP.CO.ON.688307.C75109

Details

Location

Canada, Ontario, Toronto

Description

We are seeking proposals from qualified firms for a comprehensive finance transformation engagement, including:

A full operational review to identify opportunities for process improvement, automation, and streamlined internal controls.
Chart of Accounts (COA) restructuring aligned with not-for-profit and multi-entity best practices.
ERP migration from Sage 300 to Sage Intacct.
System integration with Salesforce CRM, Chase Paymentech and Microsoft Power BI.

The selected consultant will provide expert guidance, system implementation, and change management strategies to ensure a seamless transition while modernizing our financial infrastructure and enhancing our reporting capabilities and internal controls.

Dates

Publication

2025/03/28 01:23:24 PM EDT

Bid Intent

Not Available

Question Acceptance Deadline

2025/04/11 03:00:00 PM EDT

Questions are submitted online

Closing Date

2025/04/18 03:00:00 PM EDT

Contact Information

Francesca Cellucci

4164438149

Francesca.Cellucci@trreb.ca

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

Lump sum

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	No	No
No entries

Additional Bidding Instructions

Please submit a digital copy of your proposal by 3:00 p.m. E.S.T. on April 18th, 2025 to:

Francesca Cellucci – Associate CFO
Toronto Regional Real Estate Board
Francesca.Cellucci@trreb.ca
(416) 443-8149

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