The vendor is required to provide that annual budget supported services to support the county’s budget process, and ongoing process improvement efforts for budget planning, development, execution, monitoring, as well as implementation.
- The general objectives of this solicitation are the following:
• Competitively award a contract
• Ensure there is a fair process at every step of the procurement process
• To fulfill the purchase request in a timely manner
• Ensure that taxpayers dollars are spent wisely
- Discovery: Perform a comprehensive assessment and analysis of the existing policies, procedures for county budget division and budget process.
• Assess and document the existing county budget process and the structure and operations of the budget division.
• The legal budget process as defined by state law, county charter, and county ordinance, including current policies and procedures to maintain compliance with these laws.
• Identify opportunities and means for operational improvement.
• Document current organizational structures and functional responsibilities related to the budget process, including within the budgeting and planning division, the overall department of management and budget, and other budget process participants
• Conduct on-site and virtual interviews with staff and key participants in the budget process. create, distribute, collect and analyze responses to written questionnaires about operational practices and processes related to the budget.
• Gain an understanding of oracle functionality and system can be effectively used, in concert with revised policies and procedures, to improve the budget process.
• Identify areas where revisions to policies, procedures, and training are needed.
- Design / business process re-engineering (BPR)
• Work with the oracle team to identify future-state of the county’s annual budget process,
• Identify areas where revisions to existing policies, procedures, and training are needed to achieve/implement future-state,
• Work with chief financial officer (CFO) and steering committee to develop a framework for future state,
• Make recommendations on implementing best-practice for an online budget book/publication
- Implementation
• In collaboration with oracle systems implementer, ensure that technical solutions available in the system are integrated into future budget processes and procedures and reflect best practices.
• Draft revised policies and procedures for county budget process.
• Interviews and staff shadowing, identify and assist to implement/ conduct training guides and opportunities required to implement revised policies and procedures.
• Observe and monitor the budget cycle to further inform delivery of process improvements for budget cycle.
• Provide ad-hoc advisory services toward the budget process when feasible.
- Contract Period/Term: 2 years
- Pre-Proposal Conference Meeting Date: February 20, 2025
- Questions/Inquires Deadline: February 21, 2025