Budget System

The San Mateo County Office of Budget, Policy, and Performance is seeking a commercial off-the-shelf software as a service platform to enhance the county's budgeting and financial planning capabilities. The selected SaaS solution must seamlessly integrate with existing systems such as Central Square's OFAS for accounting and Workday for personnel management. The platform should facilitate collaborative development of biennial operating and capital budgets, support financial forecasting, and provide advanced analytics for financial insights. Additionally, it must have the capability to publish online budgets and produce printed budget books, thereby supporting transparency and accountability for the Board of Supervisors and county staff. The project is part of a solicitation process (2025-RFP-00390) posted in April 2025, with a response deadline in late May, and is targeted at vendors capable of delivering solutions valued between $500,000 and $2 million. The contractual framework for this project involves a draft standard agreement tailored for contracts exceeding $200,000, emphasizing clear terms around service delivery, payment structures, contract duration, and termination rights. The contract will address key legal considerations such as ownership of intellectual property, compliance with HIPAA and other regulations, and indemnification obligations. It is designed to formalize the relationship between the county and the selected vendor, ensuring responsibilities are well-defined and that the county retains oversight and control over contract materials and deliverables. The comprehensive approach aims to establish a robust, compliant, and collaborative partnership to implement a modern, integrated budgeting solution that meets the county’s financial management needs.