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City of Everett - Project Management Services for Municipal Financial Software - AUD-27-06 (2026)

City of Everett
Due
Aug 5, 2026
Deadline passed
Posted
Jul 13, 2026
Contract term
1 year
Primary contact
Kiara M. Freeman
(617) 394-2288
Deadline passedClosed Aug 5

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THE 30-SECOND BRIEF

What they're buying

The City of Everett seeks sealed proposals from qualified firms to provide Enterprise Resource Planning (ERP) project management, selection support, and implementation oversight services for the Financial System Replacement / ERP Modernization Project under AUD-27-06. The selected consultant will assist the City in replacing its current SoftRight system with a modern, integrated financial management platform supporting core modules including general ledger, accounts payable, accounts receivable, payroll, budgeting, and purchasing. Services include business process review, chart of accounts redesign, vendor selection support, data conversion oversight, testing coordination, and post-go-live stabilization. Proposals are due by August 5, 2026, at 12:00 PM at City Hall, Room 14, 484 Broadway, Everett, MA 02149.

What you must deliver

Current State Assessment, Future State Requirements Report, Chart of Accounts and Crosswalk, ERP RFP, Implementation Project Plan, Data Conversion Strategy, Testing Plan, Training & Change Management Plan, Go-Live Readiness Checklist, Post-Implementation Review

How it's scored

Relevant municipal ERP experience, Quality of past work, Understanding of municipal finance operations, Methodology & approach, Data conversion & integration experience, Team qualifications, Capacity & schedule, References

SUMMARY

The City of Everett seeks sealed proposals from qualified firms to provide Enterprise Resource Planning (ERP) project management, selection support, and implementation oversight services for the Financial System Replacement / ERP Modernization Project under AUD-27-06.

The selected consultant will assist the City in replacing its current SoftRight system with a modern, integrated financial management platform supporting core modules including general ledger, accounts payable, accounts receivable, payroll, budgeting, and purchasing. Services include business process review, chart of accounts redesign, vendor selection support, data conversion oversight, testing coordination, and post-go-live stabilization. Proposals are due by August 5, 2026, at 12:00 PM at City Hall, Room 14, 484 Broadway, Everett, MA 02149.

EVALUATION CRITERIA

8
  • Relevant municipal ERP experience
  • Quality of past work
  • Understanding of municipal finance operations
  • Methodology & approach
  • Data conversion & integration experience
  • Team qualifications
  • Capacity & schedule
  • References

REQUIRED DELIVERABLES

10
  • Current State Assessment
  • Future State Requirements Report
  • Chart of Accounts and Crosswalk
  • ERP RFP
  • Implementation Project Plan
  • Data Conversion Strategy
  • Testing Plan
  • Training & Change Management Plan
  • Go-Live Readiness Checklist
  • Post-Implementation Review

REQUIRED ATTACHMENTS

Attachment 1 - Required Certifications/Forms, Attachment 2 - Project Contact Sheet

REQUIRED STAFFING

3
Project DirectorSenior ConsultantTechnical Lead
Submit to
Procurement Department, City Hall, Room 14, 484 Broadway, Everett, MA 02149; [email protected]
Duration
36 months
Scope location
Everett, MA

Questions about this RFP

How do I respond to this RFP from City of Everett?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 5, 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. Submissions should be delivered to: Procurement Department, City Hall, Room 14, 484 Broadway, Everett, MA 02149; [email protected]. For questions, contact Kiara M. Freeman.

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

Most government agencies, including City of Everett in MA, 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 Kiara M. Freeman at (617) 394-2288. 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 Director, Senior Consultant, Technical Lead. Proposers should demonstrate relevant qualifications and experience for each required role.

What are the key deliverables?

The solicitation specifies the following deliverables: Current State Assessment, Future State Requirements Report, Chart of Accounts and Crosswalk, ERP RFP, Implementation Project Plan, Data Conversion Strategy, Testing Plan, Training & Change Management Plan, Go-Live Readiness Checklist, Post-Implementation Review. Proposals should clearly address how each deliverable will be met.

Can I search RFPs like this in ChatGPT or Claude?

Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.

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What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Relevant municipal ERP experience, Quality of past work, Understanding of municipal finance operations, Methodology & approach, Data conversion & integration experience, Team qualifications, Capacity..." Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from City of Everett?

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

What is the contract term for this solicitation?

The anticipated contract term is 1 year. Contract terms may include renewal options.

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 1 - Required Certifications/Forms, Attachment 2 - Project Contact Sheet. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from City of Everett for the complete list.

What is the scope of this project?

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

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