Request for Information (RFI) – Financial Management System (FMS) Replacement and Implementation Services

This Request for Information (“RFI”) is issued by College of Physician and Surgeons of Alberta (the “CPSA”) to gather information about available Financial Management System (FMS) solutions and implementation services to help inform future purchasing decisions and requirements. The College of Physicians & Surgeons of Alberta (CPSA) is seeking information from qualified implementation partners on the implementation of a new Financial Management System (FMS) at CPSA to replace the current Microsoft Dynamics Great Plains (GP) 2018 accounting software, handle financial transactions that are generated in our SQL custom database, and integrate with other existing software. This Request for Information (RFI) outlines the requirements for a new comprehensive software platform, or FMS, that is capable of managing CPSA’s financial operations by combining accounting, reporting, analytics, and budgeting in one unified system and/or seamlessly integrating with existing systems. It also outlines the requirements of an implementation partner capable of configuring, integrating, and deploying the FMS at CPSA. Respondents may recommend one or more FMS software solutions that best meet the Organization’s business, functional, technical, security, and reporting requirements. The expected functional and technical capabilities of the proposed system are outlined in the Functional Requirements section of this RFI. Respondents are invited to provide information about their recommended solutions, relevant experience, implementation approach, and capabilities, as outlined in this RFI.