Finance Committee
March 27, 2024

1 City of San Leandro
Enterprise Resource Planning (ERP) System Selection Project Finance Committee Project Update
2 Project Approach and Timeline
Open Discussion
Agenda
2 Key Activities
Upcoming Project Activities
Primary Challenges and Opportunities
Scoring Committee Members
Scoring Committee Members
3 Michael Yuen
Emily Hung
Michael Sinor
Regi John
Phase 1 Phase 2 Phase 3 Phase 4 Phase 5
April 2022 –
Current
April – July
2022
July 2022 –
February
2023
April 2023 –
June 2024
July 2024* –
December
2025*
Project Approach and Timeline
3 Project Initiation
and Ongoing
Management
Needs
Assessment RFP Development
Preferred Vendor
Selection and
Contract
Negotiation
Implementation
Key Activities
4 November 18, 2022 – February 9, 2023
– RFP posted
April 2023 – Round 1 Scoring and
Short-List Vendors identified
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
July 2023 – Vendor Demonstrations
• 4 vendors, 2-day demonstrations each
September 2023 – October 2023
• Round 2 Scoring
November 2023 - March 2024 –
• Additional Clarifications and Demo from
Finalists
• Reference Checks
• Final round of Scoring with BAFO costs
Upcoming Project Activities
4 July 2024 – Implementation Planning and Initiation
March 2024 – April 2024 – Finalize Vendor Selection
• Finalizing agreement details with the selected vendor. • Initiation of Staff readiness and preparation
• Documentation of Business Processes
• Conducting Additional Checks on Vendor References
• Completion of Final Vendor Scoring
• Seeking City Approval for Preferred Vendor Based on Best and Final Offer (BAFO) Analysis
April 2024 – June 2024 – Contract Negotiation Phase
7 Open Discussion
8 Primary Opportunities
5 Primary Challenges
5