Enterprise Resource Planning (ERP) Needs Assessment and Requirement Development

Enterprise Resource Planning (ERP) Needs Assessment and Requirement Development
- Engagement is to assess the City’s current software environment and help inform future business system strategies, including opportunities for modernization, optimization, and potential system replacement.
System that include:
1. Supports governmental fund accounting, chart of accounts management, journal entries, financial transactions, bank and cash management, period-end close, financial reporting (e.g. ACFR), and preparation of financial statements and audit schedules.
2. Supports operating, capital, and personnel budget development; multi-year forecasting; budget requests and amendments; budget-to-actual monitoring; scenario planning; and position budgeting and control integrated with financial and personnel information.
3. Supports the procurement lifecycle, including requisitions, approvals, solicitations, purchase orders, encumbrances, receiving, vendor management, contract tracking, and related procurement reporting.
4. Supports vendor management, invoice processing, electronic approvals, purchasing card transactions, payment processing, employee expense reimbursements, tax reporting, and reconciliation with purchasing and financial records.
5. Supports financial management of capital and operating projects and grants, including project budgets, funding sources, expenditures, commitments, cost allocations, reimbursement requests, compliance tracking, and reporting.
4. Supports capital asset lifecycle management, including acquisition, capitalization, depreciation, transfers, and disposal, as well as inventory tracking, valuation, physical counts, and reporting across City departments and locations.
5. Supports customer account management, invoicing, recurring billing, revenue collection, cashiering, payment processing, deposits, reconciliations, refunds, adjustments, collections, and reporting.
6. Supports centralized employee records, job and position management, personnel actions, employee and manager self-service, organizational information, employee documentation, leave administration, and HR workflows and reporting.
7. Supports recruitment and hiring activities, including job requisitions, postings, applicant tracking, candidate evaluation, hiring workflows, offer management, and employee onboarding.
8. Supports employee performance evaluations, goal setting, performance tracking, training administration, professional development, learning management, certifications, and related reporting.
9. Supports employee time entry, attendance tracking, leave requests, work schedules, shift management, overtime rules, supervisory approvals, and integration with payroll and project accounting.
10. Supports compensation structures, pay administration, payroll calculations and processing, multiple pay types, earnings, deductions, taxes, direct deposits, payroll adjustments, regulatory reporting, and integration with HR and financial systems.
11. Supports benefit plan configuration, employee enrollment, eligibility determination, life event processing, employer and employee contributions, benefits deductions, carrier integration, and benefits reporting.