Specifications include, but are not limited to: • Provide, configure and implement a software or system to streamline and automate creation of the annual proposed/adopted operating and capital improvement budget document. System features should include but are not limited to: o Assess current budget book development processes and workflows o Copies over previous year’s Budget Book as a starting point for current year o Displays as an easy-to-use rich text editor with an intuitive interface o Has workflow capabilities between different levels of users o Ability to import, configure, and update financial data in the budget book o Ability to create charts and graphs that update when data updates o Allows users to create templates for the document or suggest pre-made templates o Unlimited licenses and user access to the system o Ability to restrict access to pages or parts of pages based on role/security o Allows the insertion of blank pages or tabs to be used in printed copy o Exports the final document into an easily printable PDF document o Ability to import and incorporate other PDF documents into throughout o Develops a web-friendly version of the document o Creates a linked Table of Contents within the platform o Import and/or create images, organizational charts, and other graphics. • Train staff on use/configuration/maintenance of the proposed solution. • Provide end-user and administrator documentation on use/configuration/maint. of the proposed solution • Develop defined integrations with other software systems (potentially Peoplesoft Financials On Premise, Oracle Planning and Budgeting Cloud Service, eCivis Euna Solutions, Microsoft PowerBI, to name a few) • Provide post go-live support for the system that is implemented
