Finance Committee
June 28, 2023

1 City of San Leandro
Enterprise Resource Planning (ERP) System Selection Project Finance Committee Project Update
2 Citywide Project Leadership
Open Discussion
Agenda
2 Project Approach and Timeline
Upcoming Project Activities
Completed Activities
Primary Challenges and Opportunities
Primary Challenges
5 Primary Opportunities
5 Citywide Project Leadership
3 City Manager’s Office – Janelle Cameron, Executive SponsorInformation Technology – Michael SinorInformation Technology – Ramya SankarFinance – Michael YuenFinance – Mayette BaileyHuman Resources – Emily HungEngineering & Transportation – Sheila Marquises Phase 1 Phase 2 Phase 3 Phase 4 Phase 5
April 2022 –
Current
April – July
2022
July 2022 –
February
2023
July 2023-
Fall/Winter
2023
Early 2024 -
2025
Project Approach and Timeline
3 Project Initiation
and Ongoing
Management
Needs
Assessment RFP Development
Vendor
Demonstrations,
Selection and
Contract
Negotiation
Implementation
Completed Activities
4 November 18, 2022 – February 9, 2023 – RFP posted
April 2023 – Round 1 Scoring and Short-List Vendors identified May 2022 – Fact Finding Sessions
July 2022 – Joint Requirements Planning (JRP) Sessions
July 2022– Final Needs Assessment Report
August 2022 – Final Functional and Technical Requirements • 2 Addenda issued• Deadline extended • 6 qualifying proposals received• 4 vendors short-listed and moved forward for demonstrations
Upcoming Project Activities
4 Early 2024 – Implementation Planning and InitiationJune 2023 – Short-List Vendor Reference ChecksAugust/September 2023 – Round 2 Scoring and Preferred Vendor SelectionJuly 2023 – Vendor DemonstrationsFall/Winter 2023 – Contract Negotiations • 4 vendors, 2-day demonstrations each
9 Open Discussion
8