The City is currently using various Microsoft Excel spreadsheets, local databases, downloads and uploads from the Enterprise Resource Planning system (SAP), and offline calculations to process budget planning and related management tasks. The City then uses Microsoft Office products to produce resulting documents.

The Office of Budget and Performance Management is seeking to purchase and implement a comprehensive, integrated solution for the City’s Budgeting needs. Budget preparation requires a solution which allows for collaborative budgeting, in which users can concurrently view, explore, edit, and comment on proposed budgets and scenarios. The solution must enable deep analysis of the budget by enabling robust, interactive, drill-down capabilities which can be generated on top of the budget. Additionally, the solution must support records of historical budget data and budget-to-actual data.

The primary objective is to replace the current methods and tools with a single, unified system that manages the data, interface, calculations, workflow, and reporting functions. The City seeks a solution that requires minimal customization and allows the City to make resource allocation decisions in a timely manner.

Office of Budget and Performance Management