Enterprise Resource Planning System

The Vendor is required to provide enterprise resource planning (ERP) selection, procurement, contract award, implementation approach, and related policy matters shall remain solely with district and its authorized decision-makers.
- Requirement:
• ERP assessment and current-state review
• Business process analysis and improvement recommendations
• ERP functional and technical requirements development
• ERP market research and vendor-neutral advisory services
• ERP procurement support
• Vendor evaluation and demonstration facilitation
• Contract negotiation support
• Cybersecurity and SaaS risk evaluation
• Providing implementation advisory services
• Change management and organizational readiness support
• Data migration planning and oversight
• Go-live readiness planning.
- ERP functional requirements matrix
1. Finance and accounting
• General ledger
• Encumbrance ledger
• Accounts payable
• Accounts receivable
• Budget preparation
• Budget management
• Multi-year forecasting
• Fixed assets
• Capital project accounting
• Audit reporting
• Purchasing integration
• Financial dashboards
• Digital workflows
• Attachments and document retention
2. Utility billing and customer service
• Utility billing
• Meter read imports
• Ami integration
• Customer portal
• Payment processing
• Service orders
• Payment arrangements
• Collections management
• Customer notifications
3. Payroll and human resources
• Timesheets and labor tracking
• Project accounting integration (labor cost allocation)
• Payroll processing
• Leave tracking
• HR database
• Benefits administration
• Employee self-service portal – paystubs, w-2s, time-off requests, etc.
• Digital workflows and approvals
• Document retention
4. Procurement and purchasing
• Purchase requisitions
• Purchase orders
• Vendor management
• Contract tracking
• Digital workflows
• Document retention or functional integration with document retention application.