RFP For Enterprise Resource Planning System (ERP .

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RFP Number:RFP Title:RFP # IS18-14RFP for Enterprise Resource Planning System (ERP)ProcurementSubmittal DeadlineDeadlineNovember 17, 2017 @ 4:00 PM PSTNamePatricia Garcia, BuyerSubmittal Form VIA EMAIL ONLYEmailERPRFP@oxnard.orgRFP TIME LINE:The anticipated schedule for this RFP is as follows:ActivityDate/TimeRFP Issue DateOctober 4, 2017Pre-Proposal Conference CallOctober 13, 2017, 10:00 AM – 11:00 PM PSTFinal Written Questions DueOctober 20, 2017, 4:00 PM PSTFinal Addenda PostedOctober 27, 2017Proposal Submission DeadlineNovember 17, 2017, 4:00 PM PSTShortlist NotificationDecember 15, 2017Onsite DemonstrationsJanuary 2018Recommendation to CouncilMarch 2018

Purchasing Division300 West Third StreetOxnard, CA 93030(805) 385-7538www.oxnard.orgSeptember 27, 2017Ladies and Gentlemen:The City of Oxnard invites proposals from qualified vendors to provide all or part of an EnterpriseResource Planning solution for the City. The City will consider solutions that are Software-as-aService (Saas) or On-Premises systems; preference will be given to the systems wherefunctionality is superior. Vendor’s proposals will be preferred if they are providing most, if notall, components of a complete solution, even if they are partnering with other vendors tocomplete their solution.This request for proposal is made up of the following sections: A. RFP Narrative, which includesthe City’s General Terms and Conditions and two (2) Attachments, a sample Consulting ServicesAgreement and insurance requirements, B. Functional Requirements, and C. Proposal ResponseForms. For your bid, you are required to return B and C in their native format as provided andcompleted by your firm.Proposers will be responsible to carefully examine the requirements contained herein.Proposals will be received via email only by 4:00 p.m. on November 10, 2017. A copy of therequirements, specifications and proposal documents may be obtained from the PurchasingOffice or may be obtained at the City’s website: http://www.oxnard.org. Any inquiries regardingthis notice should be directed to Patricia Garcia, Buyer at 805-385-7538 or emailERPRFP@oxnard.org. Your email subject must be marked “RFP – ERP SPECIFICATION &PROCUREMENT”. Proposals will not be opened publicly.If you have any questions, please call (805) 385-7538 or email ERPRFP@oxnard.org.Sincerely,Patricia GarciaBuyerCity of Oxnard

Table of Contents1.0Introduction and Vendor Instructions . 11.1Introduction . 11.2City of Oxnard Background . 11.3Project Intent. 21.3.1Scope . 21.3.2City’s Preferred Solution . 21.3.3City’s Objectives. 31.3.4Vendor Solution Preferences . 31.3.5Project Elements . 41.4Key System Functions . 51.5RFP Outline . 61.6Proposal Process Instructions . 81.6.1Significant Dates . 81.6.2Communication with the City of Oxnard . 81.6.3Pre-Proposal Conference Call & Questions . 81.6.3.11.6.41.72.0Addenda and Interpretation . 9Proposal Submittal . 9Definitive List of Proposal Contents .101.7.1Response Format. 101.7.2SaaS Statement of Service . 121.8Evaluation & Award Process .131.9Initial Evaluation Criteria .141.10Final Evaluation .141.11Award of Contract .141.12Execution of Contract .151.13Public Records .15BACKGROUND AND FUNCTIONAL REQUIREMENTS .162.1Introduction .162.2Current Environment .162.2.1Application Systems Overview. 162.2.2Detailed Applications System Description . 172.2.3Current Infrastructure and Systems . 182.3Migration from the Current System .192.4Future Direction .20

City of OxnardRFP for Enterprise Resource Planning (ERP)2.53.02.4.1Application Systems . 202.4.2Infrastructure and Network . 20Functional Requirements .202.5.1Overall Functional Requirements. 212.5.2Software Functional Requirements . 22HARDWARE / NETWORK REQUIREMENTS .233.1Introduction .233.2Architecture.233.3Server Hardware .233.43.3.1Operating System and Related Software . 233.3.2Backup-Failover Solution . 243.3.3Capacity . 243.3.4Upgrades and Expansion . 243.3.5Concurrent Operation . 253.3.6Server Functionality . 253.3.7System Backup . 253.3.8Power and A/C Requirements . 253.3.9Power and Grounding . 253.3.10Environmental . 263.3.11Network Operating System and Protocol . 26Integration .263.4.13.54.0System Integration and Network Equipment . 26End User Equipment .273.5.1Desktop Workstation . 273.5.2Bar Coding . 273.5.3Scanners . 273.5.4Field Automation Equipment . 273.5.5Digital Signature Pads . 273.5.6Field Printers . 27SERVICE AND MAINTENANCE REQUIREMENTS .284.1Vendor Instructions .284.2General Maintenance Provisions .284.3System Warranty .294.4Service and Maintenance Facilities .30Page iii

City of OxnardRFP for Enterprise Resource Planning (ERP)4.55.06.0Moves, Change, and Additions .30PERFORMANCE REQUIREMENTS .315.1Vendor Instructions .315.2Testing .315.3System Acceptance .315.4Functional Acceptance Test (Test # 1) .325.5Performance Test (Test # 2) .325.6Reliability Test (Test # 3) .325.7Ongoing System Performance .335.8System Performance Profile .345.9System Response Times .345.10Computer System Availability.34IMPLEMENTATION REQUIREMENTS .356.1Vendor Instructions .356.2General Implementation Requirements .356.36.46.2.1Conduct of Work . 356.2.2Use of Facilities . 356.2.3Restoration of Premises . 356.2.4Qualifications of Implementation Staff . 356.2.5Documentation . 36Project Management .376.3.1Coordination . 376.3.2Scheduling . 38Site Planning.386.4.1Facility Requirements . 396.5Coordination Meetings .396.6Phase-in Requirements.406.7Business Process Engineering.406.8Acceptance Testing .406.9Training .406.9.1Training Guidelines . 406.9.2System Training and Documentation Requirements . 416.9.3Training Schedule . 41Page iv

City of OxnardRFP for Enterprise Resource Planning (ERP)6.107.08.06.9.4Training Database . 416.9.5Training Volumes . 416.9.6Ongoing Training. 41Implementation Plan .41CONTRACT REQUIREMENTS .437.1Instructions .437.2General Terms & Conditions .43PRICE REQUIREMENTS .448.18.2General Information .448.1.1Price Proposal Format . 448.1.2Evaluation Period . 44Price and Payment Terms.448.2.1Financing . 448.2.2Payment Schedule . 448.3Summary Price Proposal .458.4Supporting Price Detail .458.4.1Response Sheets . 45Attachment A – Sample Professional Services Agreement .46Attachment B – INSURANCE REQUIREMENTS .56Page v

City of OxnardRFP for Enterprise Resource Planning (ERP)1.0 INTRODUCTION AND VENDOR INSTRUCTIONS1.1IntroductionThe City of Oxnard, California invites qualified vendors to provide a proposal for theimplementation of a comprehensive, turnkey, fully-integrated Municipal EnterpriseResource Planning (ERP) System. The system may either be web-based (SaaS “softwareas a service”) that is hosted and fully supported by the Vendor or City-hosted.Services associated with the implementation of the Municipal Enterprise ResourcePlanning System would include: project management, system design, hardware, anysoftware customization to meet specifications, interface development, systemsintegration, data migration, testing, implementation and training.1.2City of Oxnard BackgroundThe City of Oxnard, located along thecoast of Southern California, is the19th most populous city in Californiaand the most populous in VenturaCounty. Oxnard has grown into abusiness and residential communityand is listed as one of the wealthiestareas in America, with its residentsmaking well above the averagenational income. The City liesapproximately 30 miles west of theLos Angeles city limits, and boasts apopulation207,906.Oxnardoccupies 39.21 square miles of landalong the Pacific Ocean.The City’s 1200 full-time staff offer a full line of services including: police, fire,maintenance of city streets and lighting, building inspection and permitting, codeenforcement, electric, water, stormwater, sewer, sanitation, animal control services,development services, public works services, parks & recreations, 62 acres of beach parkfacilities (including public walking trails, basketball courts, playground, picnic equipment),library, Community Center, Heritage Square, and Carnegie Art Museum.The City acquired the SunGard Public Sector (HTE) system over two decades ago. Sincethat time, it has enhanced the system’s capabilities through the implementation ofSunGard’s Click2Gov application which provides for more modern functionality, such asonline payments. However, the system does not meet the City’s growing needs, especiallyin the areas of reporting, GIS integration and mobility.Page 1

City of OxnardRFP for Enterprise Resource Planning (ERP)1.3Project IntentThe City of Oxnard is currently seeking to replace its current Superion (SunGard PublicSector (HTE)) municipal system.1.3.1 ScopeProposals are being sought through this RFP for a project that includes acquisition of: Finance Capabilities (i.e., General Ledger, Budget, Capital Project & Grant Accounting,Accounts Receivable, Bid Management, Requisitions, Purchasing, ContractManagement, Accounts Payable, GASB 34, Utility Billing, General Financial Reporting)Human Resources Capabilities (i.e., Personnel, Payroll, Benefits, Applicant Tracking,Performance Management, Expense Reimbursement)Self-Service Capabilities for Constituents, Businesses and ClientsDevelopment Services Capabilities (i.e., Planning/Zoning, Permits & Inspections,Business Licensing, Special Assessments, Code Enforcement)Asset Management Capabilities (i.e., Asset Tracking, Inventory, Fleet, Work Orders)Citizen Relationship Management Capabilities (i.e., Contact Management, SelfService)Integrated and Robust Field Mobility CapabilitiesEmployee Self-Service CapabilitiesIntegrated and Robust Citizen Self-Service CapabilitiesSystem Integration ServicesInterfaces to certain City systemsTrainingMaintenance Services.1.3.2 City’s Preferred SolutionThe City plans to implement an industry standard, commercial-off-the-shelf modularsoftware solution that is configurable by the City staff and requires few, if any,modifications to the software to meet the City’s needs.The City will choose the best functional fit to meet its needs. The City understands thatno one vendor may be able to provide the optimal solution. Consequently, the City issoliciting and will evaluate solutions that provide one or more components of thesolution. These solutions will be evaluated on the basis of their ability to meet the City’sfunctional requirements and share data between other components as needed to meetthe City’s objectives as outlined in 1.3.3 below.The City has standardized on Google G Suite for Enterprise, but also has Microsoft Officeinstalled on Windows and Mac desktops. We are not standardized on Office or Windows,but support Windows, Chrome OS, macOS and Linux. It should be understood that a Cityemployee using Chrome OS and G Suite apps must be able to perform and utilize all ofthe primary ERP system functions via a Chrome browser.Page 2

City of OxnardRFP for Enterprise Resource Planning (ERP)The City is looking to establish a long-term relationship with a vendor. As such, the City islooking for a vendor whose primary business is the Public Sector and has a proven trackrecord of Financial stabilitySuccessfully implementing its system with similar sized cities to OxnardSuccessfully implementing its system in California, with at least three (3)deployments in the last five (5) yearsSustained history of significant re-investment in its software to keep it modern interms of functionality and platform.It is critical to the success of this project that the vendors perform extensive businessanalysis and provide process improvement recommendations to take full advantage ofthe proposed solution’s potential. Solutions that are inflexible and require completechanges to our existing process are unlikely to be selected. A balanced approach thatallows for configuration changes to adjust the software to meet our needs is the mostlikely to succeed.1.3.3 City’s ObjectivesThe objectives of this deployment include: Operate within a modern digital government architecture Automate and integrate functions currently requiring manual intervention Automate manual processes to reduce staff workloads Reduce/eliminate redundant data entry Ability to rapidly recover the ERP system from a critical event through an Active-Activearchitecture Bi-directional integration with GIS functionality Provide improved data analysis and reporting through easy for average users to use,customizable reporting tools and modern analytical toolsets Provide citizen self-service capabilities for Online Payments, Utility Billing, Licenses,Permitting, Inspection Status Review, Maintenance Request Reporting, and otherfunctions Provide employee self-service capabilities for Demographics, Expense Reporting,Time Reporting, Payroll and Benefits functions Move to a system that provides a high degree of configurable parameters instead ofcustomization Have a fully integrated Electronic Document Management System for file scanning,storage, electronic forms processing, and workflow Encourage new process development.1.3.4 Vendor Solution PreferencesThe City prefers to partner with as few vendors as necessary to meet its needs. Vendorsare encouraged to partner with subcontractors to close functionality gaps, as necessary.The City also prefers an integrated set of modules over interfaces.Page 3

City of OxnardRFP for Enterprise Resource Planning (ERP)That said, it should be understood that the City will accept proposals from Vendors whorespond to one or more components of the total ERP solution; however, preference willbe given to vendors responding with more complete solutions.1.3.5 Project ElementsThe City requires proposals with the following project elements: City-hosted Solution, Software as a Service, or both, including business continuitycapabilitiesBusiness Process EngineeringServer hardware and software setup (if required) to include:- Operating SystemApplication Software (as described in Section 1.3, above)Software ImplementationGIS IntegrationData MigrationInternal and External System InterfacesComprehensive System TrainingSoftware Maintenance & Support.Additionally, the City of Oxnard seeks assurance of: Effective Project Management by the Vendor and the Vendor’s Project Managerwithin the Vendor’s organizationLong-term useful life of the systemVendor’s commitment to keeping the system state-of-the-artCompetitive prices.The City of Oxnard desires to procure the most appropriate system within its financialmeans from a qualified vendor at a firm, fixed price. The City of Oxnard prefers topurchase an existing system that is in use by other similar municipalities and is proveneffective. Contracts shall be made only with a responsible Vendor who possesses theability to perform successfully under the terms and conditions of this proposedprocurement. Consideration shall be given to such matters as software and hardwarequality, Vendor integrity, record of past performance including prior successfulimplementation of proposed products, and financial and technical resources.Each firm submitting a proposal must have established a state and/or nationalreputation for the planning, supplying, installing and maintaining their systems.Although the City of Oxnard is requesting proposals for complete systems, includinghardware, software, and services that include any and all third-party components, theCity of Oxnard may choose not to acquire all optional system components. The City mayalso exercise the option to procure third-party components directly using vendorprovided specifications (e.g., servers, field mobility devices).Page 4

City of OxnardRFP for Enterprise Resource Planning (ERP)It is important for the proposers to understand that the City has invested in itsinfrastructure and expects to leverage that infrastructure. If required, the Vendor isexpected to (a) specify hardware and network requirements as part of its proposal, and(b) propose services that enable it to certify that the hardware and network utilized bythe City meets its minimum standards so that the Vendor can comply with performancerequirements specified in this RFP.1.4Key System FunctionsCertain key system functions are of particular interest to the City. These will be given ahigher weight during the evaluation process and must be shown during theDemonstration phase of the evaluation process. Overall Systemo Integrated system data flow with minimized reentryo Easy, intuitive, and powerful user-driven reporting and analyticso GIS integrationo Configurable to City workflow processeso Fully functional and integrated employee and citizen self-service capabilitieso Full integration with document management and imaging capabilitieso Integrated task alerting functionality (e.g., configurable portal)o Highly configurable workflow throughout the systemo Operate upon converted and newly entered datao Single sign-on for all modules of the integrated systemo Identity management and strong authenticationo Simplified learning curve Finance & General Accounting (General Ledger, Accounts Payable, AccountsReceivable)o Integrated budget functionality with ability to enter, display and drill down onbudget information in a worksheet-style formato Cash management capabilities that tightly integrate with electronic banking andother related external agencieso Simplified and integrated check printing processo Procurement process managemento Produce standard CAFR reportso Configurable, detailed reporting toolso Centralized payment and collections capabilitieso Bid/Contract Management and related tracking functionality Utility Billingo Ability to process addressing for multi-regional areao Either an interface to Selectron IVR or provide similar capabilitieso Citizen self-service functionality Human ResourcesPage 5

City of OxnardRFP for Enterprise Resource Planning (ERP)oooooooo Onboarding/offboarding capabilitiesIntegrated payroll functionalityIntegrated pension functionalityTime and attendance tracking, including self-entry, online, automated timereporting/timesheet entryStaffing and scheduling functionalityEmployee self-service functionality (e.g., self-entered electronic timesheets,query on what-if scenarios for benefits, complete federal forms)Automated employee expense reimbursementsIntegration with 3rd party benefits management (Discovery Benefits, KeenanSolutions for Open Enrollment)Development ServicesooooooDigital review capabilitiesProperty genealogy trackingLiens trackingCitizen self-service functionalityAddress validation through city-wide databaseField mobility capabilities for inspections & code enforcement, including routingand automated prioritizationo Drill down on all relevant information through the entry of unique geographicidentifier Asset Managementooooo 1.5Inventory tracking through barcode capabilitiesKeep physical and parts inventoriesUnified work order systemIntegration or capability of use with external fleet management firmGIS integration for asset location tracking on local mapCitizen Relationship Managemento Work order integrationRFP OutlineThe following table provides an outline of the RFP.#1.0SectionPurposeIntroduction & Instructions This section contains background information, instructionson how to submit a proposal and a guideline for theproposal contents and format.Page 6

City of OxnardRFP for Enterprise Resource Planning (ERP)#SectionPurpose2.0Background and NewSystems ObjectivesThis section provides an operational background of theagency and a description of the current systems, as wellthe requirements for new ones.3.0Hardware/NetworkRequirementsThis section provides the requirements for hardware andnetwork, as applicable.4.0Service & MaintenanceRequirementsThis section

Resource Planning (ERP) System. The system may either be web-based (SaaS “software as a service”) that is hosted and fully supported by the Vendor or City-hosted. Services associated with the implementation of the Municipal Enterprise Resource Planning System would include: project management, system design, hardware, any

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