Phase One Enterprise Resource Planning (ERP) Finance and HR Replacement and Implementation Services
Project Information
- Bid Title
- Phase One Enterprise Resource Planning (ERP) Finance and HR Replacement and Implementation Services
- Issuing Agency
- Clayton town
- Location
- North Carolina
- Published Date
- Apr 30, 2026
- Closing Date
- Jun 12, 2026
- Government Level
- State & Local
- Status
- Closed
- Ref. #
- 700-Admin-2026-18
- Original Source
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- Project Description
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Bid Number: 700-Admin-2026-18
Bid Title: Phase One Enterprise Resource Planning (ERP) Finance and HR Replacement and Implementation Services
Category: Request for Proposals Status: Open Description: The Town of Clayton, North Carolina is soliciting proposals from qualified firms for Phase One Enterprise Resource Planning (ERP) Finance and Human Resources Replacement and Implementation Services.
This Request for Proposals (RFP) seeks a modern, secure, and scalable ERP solution to replace the Town’s existing core Finance and Human Resources systems, including payroll functionality, with a strong preference for Software-as-a-Service (SaaS) or cloud-based solutions. This solicitation represents Phase One of the Town’s broader enterprise systems modernization initiative.
Issue Date: May 1, 2026
Proposal Due Date: Friday, June 12, 2026, at 3:00 PM Eastern TimeProposals must be submitted electronically via email only to For security reasons, you must enable JavaScript to view this E-mail address. and received by the Town by the stated deadline. Late submissions will not be accepted.
A non-mandatory virtual pre-proposal meeting will be held on Tuesday, May 12, 2026, at 11:00 AM Eastern Time. Instructions for participation are included in the RFP.
All questions regarding this RFP must be submitted in writing via email no later than Tuesday, May 19, 2026, at 5:00 PM Eastern Time, in accordance with the instructions in the RFP. Responses to questions will be issued through a written addendum posted on the Town of Clayton Bidding Portal.
All communications regarding this solicitation must be directed to:
Email: For security reasons, you must enable JavaScript to view this E-mail address.The Town of Clayton reserves the right to reject any or all proposals, to waive informalities, and to make one or more awards as deemed to be in the Town’s best interest.
Publication Date/Time: 4/30/2026 12:00 AM Closing Date/Time: 6/12/2026 3:00 PM Related Documents: Town of Clayton - ERP RFP 700 Admin 2026-18 - Specifications Document
Town of Clayton - ERP RFP 700 Admin 2026-18 - Attachment C.docx
Town of Clayton - ERP RFP 700 Admin 2026-18 - Attachment B
Town of Clayton - ERP RFP 700 Admin 2026-18 - Attachment A
Town of Clayton - Electronic Records and Imaging Policy and Procedures
Town of Clayton - Certificate of Insurance
- Attachment Preview
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TOWN OF CLAYTONREQUEST FOR PROPOSALSRFP #700-Admin-2026-18Project Title: Phase One RFP for Enterprise Resource Planning (ERP) Financeand Human Resources Replacement and Implementation ServicesIssue Date: May 1, 2026Due Date: Friday, June 12, 2026 at 3:00 pm ETIssuing Department: Town AdministrationDirect all inquiries concerning this RFP to: solicitations@townofclaytonnc.org1Table of Contents1. INTRODUCTION ............................................................................. Error! Bookmark not defined.1.1 Purpose........................................................................................ Error! Bookmark not defined.1.2 Background ............................................................................... Error! Bookmark not defined.1.3 Definitions.................................................................................. Error! Bookmark not defined.1.4 Project Objectives .................................................................. Error! Bookmark not defined.1.5 RFP Timeline............................................................................. Error! Bookmark not defined.1.6 Questions .................................................................................... Error! Bookmark not defined.1.7 Non-Mandatory Pre-Proposal Vendor Teleconference ........Error! Bookmark notdefined.1.8 Submittal Requirements and Contact Information.................Error! Bookmark notdefined.2. SCOPE OF SERVICES ...................................................................... Error! Bookmark not defined.2.1 Functional Areas..................................................................... Error! Bookmark not defined.2.2 Alternate Proposals, Partnerships and Proposers of Subsets of FunctionalityError! Bookmark not defined.2.3 Town and Project Staffing ................................................. Error! Bookmark not defined.2.4 Deployment Model ................................................................ Error! Bookmark not defined.2.5 Number of Users ..................................................................... Error! Bookmark not defined.2.6 Potential Phasing and Target Live Dates .................. Error! Bookmark not defined.2.7 Current Applications Environment.............................. Error! Bookmark not defined.2.8 Project Management Documentation ......................... Error! Bookmark not defined.2.9 Budget........................................................................................... Error! Bookmark not defined.2.10 Personnel ................................................................................. Error! Bookmark not defined.2.11 Software Upgrades.............................................................. Error! Bookmark not defined.2.12 Performance Review ......................................................... Error! Bookmark not defined.3. QUALIFICATIONS PACKAGE ..................................................... Error! Bookmark not defined.3.1 Request for Qualifications Required Document Format......Error! Bookmark notdefined.4. PROPOSAL EVALUATION ........................................................... Error! Bookmark not defined.4.1 Evaluation Process ................................................................ Error! Bookmark not defined.4.2 Clarification and Discussion of Proposals ................ Error! Bookmark not defined.4.3 Evaluation Criteria ................................................................ Error! Bookmark not defined.5. NOTICE TO PROPOSERS REGARDING RFP TERMS AND CONDITIONS ............Error!Bookmark not defined.5.1 Indemnification....................................................................... Error! Bookmark not defined.5.2 Records and Audits ............................................................... Error! Bookmark not defined.5.3 Incurred Expenses ................................................................. Error! Bookmark not defined.5.4 Authorized Signatures......................................................... Error! Bookmark not defined.5.5 Rights to Submitted Material........................................... Error! Bookmark not defined.5.6 Confidential Information ................................................... Error! Bookmark not defined.5.7 Waiver of Claims ..................................................................... Error! Bookmark not defined.5.8 Applicable Law......................................................................... Error! Bookmark not defined.5.9 Non-Discrimination Clause............................................... Error! Bookmark not defined.5.10 Force Majeure........................................................................ Error! Bookmark not defined.5.11 Policy Compliance............................................................... Error! Bookmark not defined.25.12 Compliance with Federal, State, County, and Local Laws..Error! Bookmark notdefined.5.13 Patents and Copyrights .................................................... Error! Bookmark not defined.5.14 Invalid, Illegal, or Unenforceable Provisions....... Error! Bookmark not defined.5.15 Town Property ...................................................................... Error! Bookmark not defined.5.16 Rights of Use ........................................................................... Error! Bookmark not defined.5.17 Ownership of Data and Transition ............................ Error! Bookmark not defined.5.18 Data Privacy and Security............................................... Error! Bookmark not defined.5.19 Termination for Cause...................................................... Error! Bookmark not defined.5.20 Appropriation of Funds ................................................... Error! Bookmark not defined.5.21 Conflicts of Interest ............................................................ Error! Bookmark not defined.5.22 E-Verify Clause ...................................................................... Error! Bookmark not defined.5.23 Federal Funds ........................................................................ Error! Bookmark not defined.5.24 No Obligation, Right of Rejection, and Multiple Award......Error! Bookmark notdefined.5.25 Communications .................................................................. Error! Bookmark not defined.5.26 Lobbying................................................................................... Error! Bookmark not defined.5.27 Gifts and Favors.................................................................... Error! Bookmark not defined.5.28 Proposer Expenses ............................................................. Error! Bookmark not defined.5.29 Proposer Acceptance......................................................... Error! Bookmark not defined.5.30 Data Privacy and Security Compliance.................... Error! Bookmark not defined.5.31 Data Breach Detection and Notification ................. Error! Bookmark not defined.5.32 Personnel Records Confidentiality............................ Error! Bookmark not defined.5.33 Public Records and Records Retention................... Error! Bookmark not defined.5.34 FERPA and Student Employee Records ................... Error! Bookmark not defined.5.35 Medical, ADA, and Accommodation Data ............... Error! Bookmark not defined.5.36 I-9 and Immigration Compliance................................ Error! Bookmark not defined.5.37 Vendor Use and Restrictions on Town Data......... Error! Bookmark not defined.31. INTRODUCTION1.1 PurposeThe purpose of this Request for Proposals (RFP) is to identify a qualified vendor to provide a modern,secure, and scalable Enterprise Resource Planning (ERP) platform for Finance and Human Resources forthe Town of Clayton with a strong preference for SaaS or cloud capabilities.Due to the Town’s diverse workforce, including public safety personnel with non-standard schedules andseasonal or temporary employees, the proposed solution must support payroll processing capabilitiesdelivered through either native ERP functionality or integration with a third-party payroll solution.This solicitation represents Phase One of the Town’s broader enterprise systems modernization strategy.Through this phased approach, the Town seeks to modernize critical business systems in a manner thatbalances functionality, risk, organizational capacity, and long-term sustainability, while establishing astrong foundation for future enterprise and operational systems integration.The Town intends to leverage modern technology to strengthen internal controls, improve operationalefficiency, enhance reporting and transparency, and support effective decision making across theorganization. Subsequent, separate solicitation(s) may address additional enterprise and operationalsystems as part of the Town’s overall modernization program. This direction reflects the Town’s strategicobjective to reduce reliance on on-premise infrastructure, enhance cybersecurity posture, and ensurelong-term sustainability and maintainability.1.2 BackgroundThe Town of Clayton is a municipality located in Johnston County, North Carolina, approximately 15 milessoutheast of Raleigh and within the greater Research Triangle region. The Town operates under acouncil–manager form of government and provides a comprehensive range of municipal services,including public safety, public works, cultural arts, parks and recreation, utilities, and administrativefunctions.The Town places a strong emphasis on fiscal responsibility, customer service, and the effective use oftechnology to support efficient, transparent, and sustainable operations. As Clayton continues toexperience growth and organizational complexity, the Town is seeking qualified firms with demonstratedexperience implementing ERP solutions for public sector organizations of comparable size andoperational scope.The Town of Clayton currently serves an estimated 31,732 residents and employs approximately 600individuals across full-time, part-time, and seasonal positions. These figures represent baselineassumptions for ERP sizing, configuration, licensing, and implementation planning under this solicitation.4Since 2015, the Town’s population has increased from approximately 18,313 residents to 31,732residents, reflecting sustained and above average growth over the past decade. Regional projections forJohnston County indicate continued long term population growth through 2050. While updatedmunicipal level projections based on the most recent population vintages are not yet available, Clayton’shistorical growth trends underscore the need for enterprise systems that are scalable and adaptable overtime.For planning purposes, Proposers should assume continued moderate growth in population, staffinglevels, system users, and transaction volumes over the life of the proposed solution. All population,staffing, and usage data included in this RFP are provided for planning and comparative evaluationpurposes only and do not represent guaranteed or fixed projections.The Town seeks an ERP solution capable of meeting current operational requirements while remainingscalable, flexible, and cost effective as service demands and organizational size increase. Population datareflects the best information available at the time of RFP release. The County/State Population projects(vintage 2025) can be found: County/State Population Projections | NC OSBM last updated January 2026.Table 01: StatisticsNo.Area1 Operating Budget2 Population Served3 Total FTEs4 Fiscal Year5 Number of DepartmentsStatisticApprox. $141,169,000Approx. 32,000352July 1 – June 30211.3 DefinitionsIn order to simplify the language throughout this RFP, the following definitions shall apply:ADDENDA – Written instruments issued by the Town prior to the date for receipt of Proposals thatmodify or interpret the RFP documents by addition, deletions, clarification, or corrections.CONTRACT DOCUMENTS – The RFP, submitted Proposals, including any diagrams, Addenda, and a formof agreement between the Town and the Contractor, including all change orders, insurance certificates,exhibits, amendments, and attachments.CONTRACTOR – The Contractor(s)/consultant(s) that may be awarded a contract to provide softwaresystem(s) and professional services to implement the ERP System for the Town.DAYS – Means calendar days unless otherwise specified.5
- Commodity Codes
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- NAICS 541511Custom Computer Programming Services
- NAICS 541512Computer Systems Design Services
- NAICS 541519Other Computer Related Services
- NAICS 541611Administrative Management and General Management Consulting Services
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