REQUEST FOR PROPOSALS: Deltek Costpoint System Support

REQUEST FOR PROPOSALS: Deltek Costpoint System Support

RELEASE DATE: June 12, 2026
SERVICES: Deltek Costpoint System Support and Optimization Expert
LOCATION: USA (Remote)


I. ABOUT IREX

IREX partners with communities, governments, and businesses in the United States and around the world to cultivate leaders, expand learning, and create economic opportunity. With a proud legacy and a forward-looking vision, IREX helps people and institutions thrive in a rapidly changing world.

II. SERVICES SUMMARY

IREX seeks a qualified consultant or firm (hereinafter referred as “expert”) with demonstrated expertise in Deltek Costpoint to provide ongoing system administration, support, optimization, and enhancement servces for a Costpoint and Time & Expense Software. The expert will support IREX in maintaining system functionality, improving procure-to-pay processes, and project accounting processes, supporting integrations, and ensuring alignment with organizational policies compliance requirements.

III. SERVICES DETAIL 

The selected expert will be responsible for the following

  • Provide ongoing administration, configuration, and user support for Deltek Costpoint and Time & Expense modules, including Procurement, Accounting, Projects, Time, and System Administration.
  • Troubleshoot system issues and resolve user-reported errors in a timely and structured manner.
  • Perform routine system maintenance and support activities to ensure continuous system availability and performance.
  • Perform system configurations and setups as directed by IREX, including but not limited to:
    • Users and user roles
    • Users groups and permissions
    • Vendors and employees
    • Project workforce and project-related structures
  • Ensure system configurations align with IREX internal controls, approval hierarchies, and compliance requirements.
  • Support IREX with Deltek Costpoint and Time & Expense system upgrades, including planning, testing, and deployment support.
  • Design, develop, and maintain Cognos reports to support financial, procurement, and project management reporting needs.
  • Ensure reports are aligned with IREX reporting requirements and audit expectations.
  • Other assisgnments upon request.

IV. KEY QUALIFICATIONS

The proposed expert must demonstrate:

  • Minimum of 5 years of experience with Deltek Costpoint, including support and optimization of existing systems.
  • Demonstrated experience with Deltek Time & Expense modules.
  • Minimum 7 years of experience in accounting/financial management systems, preferably in international or U.S. nonprofit environments.
  • Demonstrated experience designing and maintaining Cognos reports.
  • Demonstrated experience supporting procure-to-pay processes within enterprise systems.
  • Proved experience troubleshooting and optimizing Costpoint environments post-implementation.

V. PROPOSALS SUBMISSION INSTRUCTIONS

To simplify the review process and to obtain the maximum degree of comparability, the proposal should include the following items and be organized in the manner specified below.

A. Cover Letter (limited to 4 pages)

  1. Profile of Firm/Consultant Proposal
    1. Provide a brief profile of the expert (firm/consultant).
    2. State whether the firm/consultant is a local, national, or international expert (firm/consultant) and include a brief description of the size of the firm.
  2. Scope of Services and Proposed Project Schedule
    1. Briefly describe the expert’s (firm/consultant) understanding of the scope of services to be provided.
    2. Proposed approach to ongoing support and system optimization.
    3. Description of service delivery model (e.g. helpdesk, retainer, on-call support, etc.)
  3. Fees and Compensation
    1. Proposed pricing structure (monthly, quarterly, hybrid payments)
    2. Hourly rate(s)

B. Resume

  • Relevant experience with Deltek Costpoint (support and optimization).
  • Experience with similar assignments.
  • Experience with iNGOs and USG-funded projects.
  • Summary of comparable projects and roles performed.
  • Quality assurance processes. Describe experience in global accounting/ financial management.
  • Describe recent experience with similar work to which the proposal relates. If appropriate, include experience with similar clients.

VI. EVALUATION CRITERIA AND CONTRACT

The proposal will be evaluated based upon the following areas. Therefore, it is important that the proposal be responsive to the data requested.

A. Technical qualifications (70%)

  1. Sufficiency of Proposed Methodology (40%)
  • Clarity, completeness, and feasibility of the proposed approach to delivering Costpoint and Time system support, administration, and enhancements.
  • Demonstrated understanding of IREX’s operational environment and requirements.
  1. Flexibility and Customer Service (20%)
  • Demonstrated ability to provide responsive, client-oriented support.
  • Flexibility in adapting to evolving system needs, priorities, and timelines.
  • Availability and approach to ongoing support (e.g. helpdesk, retainer, on-call support, etc.).
  1. Qualifications of Key Personnel (10%)
  • Relevant technical expertise and experience of proposed staff, particularly in Deltek Costpoint and Time & Expense systems.
  • Demonstrated experience in similar assignments.
  • Demonstrated record of successful performance in comparable engagements.

B. Cost evaluation (30%)

  • Reasonableness, transparency, and competitiveness of the proposed pricing structure.
  • Alignment of cost with the proposed level of effort and technical approach.
  • Cost-effectiveness in relation to the value of services offered.

Contract

  • IREX anticipates issuing a time-and-materials agreement or fixed price contract, depending on the proposed structure.
  • IREX intends to award one agreement, with the possibility of extension. 

VII. PROPOSALS DEADLINE

Proposals should be submitted by June 22, 2026.

VIII. RENEWAL

IREX reserves the right, based on availability of funding and vendor performance, to enter into subsequent contractual agreements with the winning vendor for a period of up to five (5) years without issuing a new RFP.

IX. CONTACT INFORMATION

Please submit your questions and proposals by deadline to dpodborschi@irex.org

NO PHONE CALLS PLEASE

AA/EOE/M/F/Vet/Disabled