ENTERPRISE FINANCIAL ACCOUNTING AND BUDGETING SYSTEM

Catholic Charities of Santa Clara County is soliciting proposals for a modern, cloud-based Enterprise Resource Planning (ERP) solution to replace its legacy financial accounting and budgeting systems. The selected system must be capable of managing annual operations of approximately 50 million dollars and provide robust support for nonprofit fund accounting, grant and contract management, restricted funds, complex allocations, and financial reporting. Key technical requirements include SOC 2 certification, data encryption, single sign-on, multi-factor authentication, and the ability to export data in standard formats such as CSV and JSON. Qualified vendors must demonstrate a proven track record of implementing ERP systems for nonprofits of similar size and complexity, including experience with data migration and integration with payroll, fundraising, and banking platforms. Proposals are due by September 30, 2026, and must include a five-year cost proposal covering licensing, subscription fees, implementation, and maintenance. The evaluation process involves an initial review, shortlisting three top-ranked proposers for demonstrations, and a final selection based on the most advantageous terms, with price serving as the tie-breaker. The organization intends to execute the final contract by November 2026, with project activities starting in December 2026 and a target go-live date of July 1, 2027.