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Catawba County ERP Software and Implementation Services RFP No. 27-1004 2026

Catawba County logoCatawba County
Due
Oct 7, 2026
Deadline passed
Posted
Aug 31, 2026
Primary contact
Tina M. Wright
(828) 465-8224

The 30-second brief

What they're buying

Catawba County is soliciting proposals under RFP No. 27-1004 to replace its legacy Oracle PeopleSoft environment with a modern, cloud-based Enterprise Resource Planning (ERP) solution. The procurement includes software and implementation services for core financials (AP, AR, GL, budgeting, procurement, grant accounting), human resources (payroll, benefits, recruiting, timekeeping), and related administrative business processes. Required services include project management, data migration, integration, training, and ongoing cloud hosting. The County currently serves a population of approximately 168,248 with 1,098 full-time staff. Proposals are due by October 7, 2026, at 3:00 PM ET. A mandatory minimum requirement is that the vendor must have implemented the proposed software for at least three similar organizations within the last five years, and all data must reside in the United States.

What you must deliver

Executive Summary, Bidder Forms, Pricing Forms, Functional Requirements, Staffing Forms, Intent to Propose, Data Security Agreement

How it's scored

Functionality (30%), Technical and Support (20%), Implementation approach and staffing (20%), Cost (15%), Vendor Experience and Stability (15%)

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Summary

Catawba County is soliciting proposals under RFP No. 27-1004 to replace its legacy Oracle PeopleSoft environment with a modern, cloud-based Enterprise Resource Planning (ERP) solution.

The procurement includes software and implementation services for core financials (AP, AR, GL, budgeting, procurement, grant accounting), human resources (payroll, benefits, recruiting, timekeeping), and related administrative business processes. Required services include project management, data migration, integration, training, and ongoing cloud hosting. The County currently serves a population of approximately 168,248 with 1,098 full-time staff. Proposals are due by October 7, 2026, at 3:00 PM ET. A mandatory minimum requirement is that the vendor must have implemented the proposed software for at least three similar organizations within the last five years, and all data must reside in the United States.

EVALUATION CRITERIA

Functionality30%
Technical and Support20%
Implementation approach and staffing20%
Cost15%
Vendor Experience and Stability15%

REQUIRED DELIVERABLES

7
  • Executive Summary
  • Bidder Forms
  • Pricing Forms
  • Functional Requirements
  • Staffing Forms
  • Intent to Propose
  • Data Security Agreement

REQUIRED ATTACHMENTS

6
  • Attachment A: Bidder Forms
  • Attachment B: Pricing Forms
  • Attachment C: ERP Functional Requirements
  • Attachment D: Staffing Forms
  • Attachment E: Intent to Propose
  • Attachment F: Data Security Addendum

REQUIRED STAFFING

8
Project managementSoftware installationSecurity designBusiness designTechnical designData conversionTrainingChange management
Scope location
Newton, NC

Questions about this RFP

How do I respond to this RFP from Catawba County?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 7, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. For questions, contact Tina M. Wright.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Catawba County in NC, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Tina M. Wright at (828) 465-8224. Questions and answers are typically shared with all prospective bidders.

What staffing is required for this project?

This solicitation outlines specific staffing requirements. The required roles include: Project management, Software installation, Security design, Business design, Technical design, Data conversion, Training, Change management. Proposers should demonstrate relevant qualifications and experience for each required role.

What are the key deliverables?

The solicitation specifies the following deliverables: Executive Summary, Bidder Forms, Pricing Forms, Functional Requirements, Staffing Forms, Intent to Propose, Data Security Agreement. Proposals should clearly address how each deliverable will be met.

Show 4 more questions

What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Functionality (30%), Technical and Support (20%), Implementation approach and staffing (20%), Cost (15%), Vendor Experience and Stability (15%)" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Catawba County?

All active and historical solicitations from Catawba County are tracked and searchable. As a county agency, Catawba County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Attachment A: Bidder Forms, Attachment B: Pricing Forms, Attachment C: ERP Functional Requirements, Attachment D: Staffing Forms, Attachment E: Intent to Propose, Attachment F: Data Security Addendum. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Catawba County for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Newton, NC. Review the full solicitation for detailed scope requirements.

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