APPROVED AS TO FORM AND LEGALITY
___________________________
CITY ATTORNEY’S OFFICE
OAKLAND CITY COUNCIL
RESOLUTION NO. ______________ C.M.S.
RESOLUTION WAIVING THE COMPETITIVE MULTIPLE -STEP
SOLICITATION PROCESS REQUIRED FOR THE PURCHASE OF
PROFESSIONAL SERVICES AND WAIVING THE LOCAL AND SMALL
LOCAL BUSINESS ENTERPRISE PROGRAM REQUIREMENT S TO
AWARD A CONTRACT TO INNOFIN SOLUTIONS LLC FOR THE
PURCHASE OF PROFESSIONAL SERVICES FOR THE ONGOING
SUPPORT FOR BUDGET IMPLEMENTATION, AND BUDGET SYSTEM
OPERATIONS AND MAINTENANCE FOR THE ORACLE PLANNING
AND BUDGETING CLOUD SERVICE (PBCS) FOR FIVE YEARS, FROM JULY 1, 2026 TO JUNE 30, 2031, IN THE AMOUNT OF FORTY
THOUSAND DOLL ARS ($40,000) PER YEAR, WITH A TOTAL
CONTRACT AMOUNT OF TWO HUNDRED THOUSAND DOLLARS
($200,000)
WHEREAS, the City Council passed Resolution No. 86021 C.M.S. on March 1, 2016, authorizing the City Administrator to: (1) purchase Hyperion Hardware and/or Software, Licensing and Maintenance Services for the New City Budgeting System, (2) enter into a contract with lnnoFin Solutions LLC to implement the new municipal budgeting system, Oracle Hyperion Planning and Budgeting Cloud Service ("PBCS"), and 3) waive the Advertising, Bidding and Request for Proposal/Qualifications ("RFP/Q") Competitive Selection Requirements for the above contracts; and
WHEREAS, the City entered an agreement with InnoFin Solutions LLC on September 18, 2018 for ongoing support and maintenance agreement using the Competitive Process Waiver for One Time Purchase (Ordinance No. 13380 C.M.S) not to exceed $50,000 for ongoing support and maintenance from June 1, 2018 to July 31, 2019; and
WHEREAS, the City Council passed Resolution No. 87732 C.M.S. on May 2, 2019, authorizing the City Administrator to amend the original contract to : (1) extend the contract for professional services with Innofin Solutions LLC to provide ongoing support for Oracle Hyperion Planning and Budgeting Cloud Service ("PBCS" ) for two years, from July 1, 2019 to June 30, 2021 in the amount of one hundred fifty thousand dollars ($150,000) per year, with a total contract amount of three hundred thousand dollars ($300,000), and (2) waive the Advertising, Bidding and Request for Proposal/Qualifications ("RFP/Q") Competitive Selection Requirements for the above contracts; and
2 WHEREAS, on September 30, 2019, the City and Innofin Solutions LLC mutually agreed to amend the initial term of the contract for ongoing support and maintenance agreement for Oracle Hyperion Planning and Budgeting Cloud Service ("PBCS" ) to begin on June 1, 2018 to June 30, 2025; and
WHEREAS, the City entered an agreement with InnoFin Solutions LLC on September 2, 2025 for ongoing support and maintenance agreement for Oracle Hyperion Planning and Budgeting Cloud Service ("PBCS") through the informal solicitation process for the contract price of $49,999 for June 1, 2025 to June 30, 2026; and
WHEREAS, the City will require additional technical and functional support and maintenance services for the municipal budgeting system (“PBCS”) during the next budget cycles for 5 years, from July 1, 2026 to June 30, 2031; and
WHEREAS, InnoFin Solutions LLC was the original developer the City’s budgeting system and has provided on -going support since Biennial F iscal Year (FY) 2017-19 up to the Midcycle FY 2026-27 budgets, and has demonstrated technical and functional expertise in solution design, configuration, reports development and product knowledge of PBCS , and is available to support budget operations without delay and minimal administrative guidance; and
WHEREAS, the funds necessary for FY 2026-27 are budgeted to be available in General Purpose Fund (1010), Budget Unit Organization (08811), Finance Op Systems Project (1004391), and funding for FY 2027-28, FY 2028-29, FY 2029-30, FY 2030-31 are contingent upon funding availability and Council’s adoption of the budget; and
WHEREAS, the City Council may waive the City’s Local/Small Local Business Enterprise requirements pursuant to Part I of Oakland’s Local and Small Local Business Enterprise Program guidelines adopted by Ordinance No. 13825 C.M.S.; and
WHEREAS, Oakland Municipal Code (OMC) Section 2.04.042.B requires staff to conduct a multi -step proposal competitive solicitation process for the procurement of computerized/information technology systems (combined purchase of products and IT professional services); and
WHEREAS, OMC Section 2.04.042.D permits the Council to waive the multi -step proposal solicitation competitive selection requirement upon a finding and determination that it is in the best interests of the City to do so; and
WHEREAS, staff recommends the waiver of the multi -step proposal competitive solicitation process requirement and the L/SLBE requirement for the contract with Innofin Solutions LLC because it is in the best interests of the City based on the reasons discussed herein and in the staff report that accompanies this resolution; and
WHEREAS, the City Administrator has determined that the services provided pursuant to the contracts authorized hereunder ar e of a professional, scientific or technical nature and are temporary and shall not result in the loss of salary or employment by any person having permanent status in the competitive civil service; now, therefore, be it
3 RESOLVED: That the City Council hereby awards a contract to Innofin Solutions LLC, in an amount not to exceed two hundred thousand dollars ($200,000) for a five-year term from July 1, 2026 to June 30, 2031 to continue providing congoing support and maintenance agreement for Oracle Hyperion Planning and Budgeting Cloud Service ("PBCS"); and be it FURTHER RESOLVED: That the compensation and services for FY 2026-2027 and FY 2027-28, FY 2028-29, FY 2029-30 and FY 2030-31 under the contract are contingent on City Council budget adoption and available funding; and be it FURTHER RESOLVED: That the City Council hereby finds and determines that pursuant to OMC section 2.04.042.D, for the reason stated above and in the City Administrator’s report accompanying this resolution, it is in the best interests of the City to waive the competitive multiple-step solicitation process for the information technology products and services to be purchased under the proposed contract and so waives the requirements; and be it FURTHER RESOLVED: That the Cit y Council here by waives any Local and Small Local Business Enterprise (L/SLBE) Program requirements; and be it FURTHER RESOLVED: That the City Administrator or his designee is authorized to complete all required negotiations, certifications, assurances, and documentation required to accept, modify, extend and/or amend this agreement for services, except for any increase in the contract amount.
IN COUNCIL, OAKLAND, CALIFORNIA,
PASSED BY THE FOLLOWING VOTE:
AYES - BRO WN, FIFE, GALLO, HOUSTON, RAMACHANDRAN, UNGER, WANG, AND
PRESIDENT JENKINS
NOES –
ABSENT –
ABSTENTION –
ATTEST:
ASHA REED
City Clerk and Clerk of the Council of the
City of Oakland, California
3471096v1/PS