Specifications include, but are not limited to: The City is looking to replace its current financial system and to expand its capability to include HumanResource functions. The existing finance application is limited in features and does not integrate withother systems. The Human Resource department currently relies mostly on spreadsheets and homegrown databases. The City's goal is to have a state-of-the-art enterprise solution that will enableworkflow processes, ease-of-use for staff, and tie into the EDMS and other databases.The City of Citrus Heights, located in northern Sacramento County, adjacent to the Placer County border,incorporated as a General Law city with a Council/Manager form of government in January 1997. TheCity has a population of approximately 90,000 residing in a 14 square mile area, in a mature, urbanizedarea estimated to be approximately 95% built-out. The City currently employs over 200 full-timeemployees, providing services in the areas of law enforcement, community development, public works,general administration, economic development, and finance. Various special districts within CitrusHeights provide such services as water, fire, schools, and parks & recreation. As the City enters itsfourteenth year of incorporation, Council priorities include: providing diverse opportunities forcommunity involvement and communication; maintaining financial stability; improving quality of life forthe community; providing an accessible, innovative, responsive City government; and strengthening theCity's economic base. HardwareTCP/IP Ethernet Network Cat 5e and Cat 6 cabling, fiber between buildingsCisco routers and firewallsCisco managed switches with some HP switches.5MB Ethernet connection to the InternetBackbone is mostly 1GB to the desktop, with some at 100MB.(15+) Dell Intel based file/print/application servers(200+) Pentium IV and above workstationsSoftwareWindows Server 2003 / AD Native Mode (some x64; soon to be upgraded to Windows 2008)Microsoft Exchange Server 2003 (soon to be upgraded to 2007)Microsoft SQL Server 2008Microsoft Internet Information ServerSIRE document/imaging system (SIRE.Net)GeoPrise.NET GIS viewer application (running on ESRI ArcIMS 9.2)Spillman CAD/RMSCityWorks work order systemPC Workstations are standardized on:Microsoft Windows XP-SP2/SP3, Microsoft Internet Explorer 7.0/8.0Microsoft Office 2007Adobe Acrobat 7.0 (full version). The project would entail the consultant working with the City IT staff to review current Finance and HRDepartment processes and to map them to the proposed ERP modules. Assist IT in implementing thenew platform and migrate any existing and/or desired historical data into the system. Creating theworkflow and any new reports or to customize existing ones as needed. Train the end-users on the newsystem. The City will provide the hardware (new or existing). Project GoalsThe primary project goals would be:Migrate off the MOM system, as well as add functionality that it does not provide (e.g. onlinetimesheets).An end-state financial system that meets the Finance departments operational and auditingrequirements.Providing HR with enhanced functions and eliminating manual paper work.Provide a system with more capabilities and selfservice for staff (e.g. online timesheets,benefits enrollment) and management staff (e.g. automated reports, workflow, budgetapprovals). The proposed system solution must meet the following:Minimum: Runs on Microsoft Windows Server 2003. Note: The City's end-state/targetenvironment is Windows 2008 x64; some using a Virtual platform (Hyper-V)Minimum: Microsoft SQL Server 2008 (64 bit)OS on 32 or 64bit (must state if proposed software is supported on 64bit).Security/logins Active Directory integratedWeb Server: minimum IIS6.0 or state if supported on the preferred version IIS7.0Preferred practical experience migrating from or operation of MOM (MOM v6 on Windows2003)Preferred end-user/client is web-based (or distributable installer/update, e.g. .msi)Integration with or interoperability with SIRE (EDMS platform)Integration with or interoperability with POSS (Police Scheduling system)Report generation and creation must be customizable by City IT/DBA. Preferred that thereporting method is non-proprietary, if so then state method or ability to customize reports (e.g.must have Crystal Reports).Client OS: XP Professional SP2/SP3 (if there is an upgrade to the OS it would be Windows 7, theCity would look for the software to be supported or plans to support Windows 7)Non-proprietary POS/Cashier workstations (e.g. supports running on standard brand PChardware / Windows XP/7)Office integration: the system must support e-mail functionality (e.g. integrate with Outlook); beable to export data or reports into MS Excel and/or PDF format. Project TasksProject tasks include, but not limited to:Workflow and business processes assessment for the Finance and HR Departments.Work with IT and HR to evaluate and migrate spreadsheets and databases (MS-Access, MS-SQL,MOM) into the new HR system. Note that City Staffing and time to dedicate to this project islimited, so this must be considered in your project plan scope .Plan and implement the ERP appropriate modules.Integration with the City EDMS (SIRE).Integration with the Police Scheduling system (POSS).Include processes interacting with Cal-PERS systemCustomize reports; assist in creating any required reports. Training of appropriate staff on the use of modules and reporting features; train selected staff inreport writing. DeliverablesProject plan for all phases: Planning & Design, Testing, Implementation, and training .Data migration and Workflow plan.Implementation of selected modules.Testing key functions, processes (e.g. cashier, GL, AP).training key staff on software use and report writing.Acceptance criteria & plan
