GOVERNMENT FINANCE OFFICERS ASSOCIATION (GFOA) 1B-2008

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I. Scope of Services Background GFOA has recently completed a project assisting the City of Santa Ana with the release of a Request For Proposal for an integrated ERP system. GFOA also provided the City with selection and contract negotiation services. The City has now requested that GFOA submit a proposal to provide advisory or quality assurance services during the implementation of the ERP Project. Selection of the implementation software and vendor is complete and the project is scheduled to kick off in March 2008 GFOA's expertise in the areas of municipal finance and government enterprise technology and our objectivity and familiarity with the City of Santa Ana make us uniquely qualified and capable of providing the requested oversight, which could include project management advisory services, issue resolution and review of project deliverables. GFOA will assure compliance with contractual requirements in a manner that meets the needs of the City and maximizes the potential for project success. Definition of Phase. This phase begins with the activities that surround implementation of the Lawson ERP software and ends with the completion of a post- implementation review. GFOA will provide quality review and assist the City's Project Manager with administering the implementation of the ERP solution. GFOA will provide independent oversight and quality assurance services for the duration of the project. Capabilities. A project oversight role with GFOA will enable the City to leverage the presence that GFOA has in the public sector technology industry and will provide the City access to our nationwide membership network. These factors enable our clients to extract a greater degree of cooperation and performance from software and implementation firms. The City has engaged Lawson to implement the ERP system, and they are also pursuing business across GFOA's client base and membership network. Consequently, no other organization can provide the type of service we are proposing and, at the same time, exercise the leverage that GFOA can bring. Few other firms, moreover, would be truly independent in project oversight because many of them are allies of or engage in business activities with ERP software and implementation firms, albeit in other areas. By contrast, GFOA has no ties to ERP software and services firms. Also GFOA has provided comparable services as those in this proposal at several projects with similar functional solutions utilizing similar implementation methodologies. In addition, since GFOA assisted the City in development of a detailed Statement of Work, we are uniquely qualified to ensure that the requirements and assumptions of the SOW remain on target and are subsequently delivered.