Cloud Based Hosted securely in the cloud A Calculations The ability to calculate Property Tax Mill Rate based on current year’s budget B Multi Budget Types The ability to create two or more budget types based on account definition (Operating, Capital, etc.) A Notifications/ Collaboration ▪ The system will provide automated notifications to end-users when comments are added. ▪ Add notes to-do items ▪ Assign specific sections to specific users ▪ Move pages from workflows B Hierarchical Privileges ▪ The solution will provide the ability for staff to set hierarchical privileges, providing users with varying degrees of access based on roles and responsibilities. A Automation ▪ Automate department page summaries ▪ Automate Capital Project summaries B Stages of Budget ▪ Must be able to stage budget in approval process flow: Department Request ⇨ Town Manager Approval ⇨ Finance Committee Approval ⇨ Town Council Approval A Mobile Environment ▪ The vendor provides a mobile environment. ▪ The solution must be operating system agnostic e.g., it will run on a laptop or desktop with Windows, an Android tablet, or a phone whether the device be in a mobile unit or on a static desktop. ▪ NOTE: understood that this mobile app may come with reduced functionality. C
