Project Information

Bid Title

Finance ERP Software

Issuing Agency

Liberty Township

Location

Ohio

Published Date

Feb 6, 2026

Closing Date

Mar 6, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Bid Title:	Finance ERP Software
Category:	Software or Cloud Services
Status:	Open

Description: Liberty Township is seeking Statements of Qualifications (SOQ) from experienced and qualified vendors for a comprehensive township financial software system. The selected vendor will provide a fully integrated solution that supports the Township's core financial operations and has the potential to streamline project accounting, payroll, accounts payable, and employee resource planning. This RFQ process is intended to pre-qualify vendors. Based on submitted qualifications, the Township will select finalists to participate in product demonstrations. Following demonstrations, the Township may request formal pricing proposals from one or more vendors. Details and timeline can be found in the Finance Software RFQ document with this posting.  Questions and answers will also be made available through this posting by the date outlined in the RFQ. Publication Date/Time: 2/6/2026 12:00 AM Closing Date/Time: 3/6/2026 4:00 PM Related Documents: Finance Software RFQ

Attachment Preview

REQUEST FOR QUALIFICATIONS

Financial Software Solution

Township Contact: Susan Bolser, sbolser@liberty-township.com

Introduction

Liberty Township is seeking Statements of Qualifications (SOQ) from experienced and qualified vendors

for a comprehensive township financial software system. The selected vendor will provide a fully

integrated solution that supports the Township's core financial operations and has the potential to

streamline project accounting, payroll, accounts payable, and employee resource planning. This RFQ

process is intended to pre-qualify vendors. Based on submitted qualifications, the Township will select

finalists to participate in product demonstrations. Following demonstrations, the Township may request

formal pricing proposals from one or more vendors.

Township Overview

Liberty Township, located in southwest Ohio’s Butler County, is in the center of the fast-growing

Cincinnati-Dayton metroplex. Located along the I-75 Growth Corridor, with Cincinnati 20 miles to the

south and Dayton 25 miles to the north, Liberty Township is an attractive community for its

approximately 44,000 residents while offering a variety of development opportunities for businesses.

Township operations include fire, public works, and zoning. In total, the Township has 97 employees

with 86 of those being full-time.

Objective

Liberty Township’s objective is to replace its current systems with a modern, centralized platform that: -

• Streamline operations

• Improves reporting and transparency

• Enhances internal workflow and customer service

• Integrates across all relevant modules

• Offers a strong track record of service to municipalities of similar size

Scope of Services

The Township seeks a modular, cloud-based system that addresses the following functions:

• Core Financials: General ledger, purchasing, accounts payable, accounts receivable, cash

receipting, and budgeting

• Project Accounting: Tracking capital and departmental projects with budgets, expenses, and

reporting

• Reporting: Robust reporting features with ad hoc capabilities, dashboards, and alert tools

Data Conversion from current state of Ohio provided UAN software

• Training, Support, and Maintenance: End-to-end implementation support. Vendors are

encouraged to propose additional modules or tools that can streamline operations or improve

efficiency.

• OPTIONAL ADD ON - Payroll: Including time tracking, leave management, employee self-service,

and state/federal compliance, compensation planning, reporting and analytics

• OPTIONAL ADD ON – Human Resource Planning: benefits enrollment, onboarding, reporting and

analytics

Submittal Requirements

Each submission must include the following sections:

1. Executive Summary

2. Qualifications

3. Team and Support

4. Recent Implementations

5. System Overview

6. Township Responsibilities

7. Optional Add-ons

Selection Process and Timeline

The Township intends to follow the timeline below:

RFQ Release

Deadline for Vendor Questions

Township Response to Questions

RFQ Submittal Deadline

Demonstration Invitations

Demonstrations Conducted

Board of Trustees Award Final Selection

February 6, 2026

February 13, 2026 (no later than 4:00pm)

February 20, 2026

March 6, 2026

Week of March 9th

Week of March 23rd

April/May 2026

Submission Instructions

Electronic submissions will be accepted. All electronic submissions must be titled, “Financial Software

RFQ”. Submit one (1) electronic copy of the Statement of Qualifications (PDF format preferred) by email

to:

Susan Bolser, Assistant Finance Director

sbolser@liberty-township.com

Hard copy submissions must be submitted in a sealed envelope labeled "Financial Software RFQ" and

delivered to:

Liberty Township

5021 Winners Circle Drive

Liberty Township, OH 45011

ATTN: Susan Bolser, Assistant Finance Director

Submissions must be received by 4:00 PM EST on March 6, 2026. Late submissions will not be

considered.

General Conditions

All costs associated with the preparation of a proposal are the sole responsibility of the respondent. The

Township reserves the right to reject any or all responses, to waive informalities, and to negotiate with

any or all respondents. Final pricing will be requested from selected vendors following demonstrations.

Commodity Codes

• NAICS 541511Custom Computer Programming Services
• NAICS 541519Other Computer Related Services

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