This bid is to design and configure a Smartsheet financial management solution for a project at 500 Summer St SE, Salem, OR 97301.
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What the job is
Scope: Build financial tracking sheets and dashboards for two grant programs, covering allocations, commitments, invoices, payments, remaining balances, and spending forecasts.
Data: Configure Data Shuttle and Data Mesh for uploaded accounting extracts, existing Smartsheet contract trackers, and manual inputs; no direct connections to external systems.
Reporting: Provide contract, program category, and grant dashboards with planned-versus-actual trends, spending threshold checks, funding transition warnings, and payment discrepancy alerts.
Delivery: Collaborate on design, configuration, testing, and implementation using simulated data in provided Smartsheet environments, within six months or less.
Quote: Include your proposed approach, deliverables, timeline, and itemized pricing with a total project cost.
XL Eagle