Project Information

Bid Title

Comprehensive Enterprise Resource Planning (ERP) System Assessment and Strategy

Issuing Agency

Patterson city

Location

California

Published Date

Feb 9, 2026

Closing Date

Mar 10, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Bid Title:	Comprehensive Enterprise Resource Planning (ERP) System Assessment and Strategy
Category:	Administration & Finance
Status:	Open

Description: REQUEST FOR PROPOSAL (RFP)Comprehensive Enterprise Resource Planning (ERP)System Assessment and Strategy The City of Patterson (“City”), an incorporated municipality in the State of California, seeks proposals from qualified and experienced consulting firms ("Consultant") to conduct a comprehensive assessment of its current Enterprise Resource Planning (ERP) system and associated business processes. The primary objective of this engagement is to provide the City with an objective, data-driven recommendation on the most appropriate ERP strategy moving forward: (1) Retain and Optimize the current system, or (2) Replace the current system with a modern solution. Proposal Submission Instructions Proposals must be received by the City through the electronic submission portal listed below no later than the Proposal Submission Deadline listed in the RFP Schedule. Proposals received after this specified date and time shall be considered late and will be rejected. Electronic Portal Submissions: All submissions will be accepted via PublicPurchase.com Interested parties must register with the Public Purchase service prior to submission. See the "City of Patterson Vendor Announcement" attachment for instructions. https://www.publicpurchase.com/gems/bid/bidView?bidId=209152 Proposal Submission Deadline Tuesday, March 10, 2026, at 5:00 p.m. PT Proposal Content Proposals must include the following sections at a minimum: Cover Letter: Signed by an authorized representative of the firm. Consultant Profile: Firm history, municipal experience (especially California-based projects), and key differentiators. Project Team: Detailed resumes of all proposed team members, including their roles, experience in municipal ERP assessments, and anticipated time commitment. Methodology: A detailed, narrative description of how the firm will execute the five steps outlined in the Scope of Work, including specific tools and techniques used for requirements gathering. Technical & Regulatory Approach: Approach to ensuring the ERP strategy meets California-specific mandates (e.g., CalPERS reporting, GASB compliance, Public Records Act), and technical experience with the Springbrook Enterprise (v7) and Cirrus platforms. References: A minimum of three (3) current or- former public sector clients, preferably incorporated cities in California, for whom similar ERP assessment services were recently performed (within the last 5 years). Include client name, contact information, scope of work, and project dates. Fee Schedule: Provide the "Mandatory Phase 1 Fixed Fee" and "Optional Phase 2 Hourly Rates" as defined in the Pricing and Compensation section. Should a Consultant have concerns about meeting any requirements of this request they may include a clearly labeled subsection within an appendix with individual statements specifically identifying their concerns and exceptions. If no exceptions are stated the City shall assume the consultant understands all the requirements of the request, including the professional services agreement, and takes no exceptions to them. The requirements and expectations stated within this request shall be included in the Agreement as an exhibit. Publication Date/Time: 2/9/2026 8:00 AM Publication Information: https://www.pattersonca.gov/DocumentCenter/View/13894/Comprehensive-Enterprise-Resource-Planning-ERP Closing Date/Time: 3/10/2026 5:00 PM Submittal Information: https://www.publicpurchase.com/gems/bid/bidView?bidId=209152 Addendum Date/Time: February 26, 2026 Pre-bid Meeting: None Contact Person: https://www.publicpurchase.com/gems/patterson,ca/buyer/public/home Miscellaneous: All inquiries and/or questions regarding this RFP must be submitted electronically no later than the deadline specified via the PublicPurchase.com portal. Related Documents: Comprehensive Enterprise Resource Planning (ERP) System Assessment and Strategy RFP City of Patterson Vendor Announcement

Attachment Preview

City of Patterson

Administration Department

Information Tec hnology Division

REQUEST FOR PROPOSAL (RFP)

Comprehensive Enterprise Resource Planning (ERP)

System Assessment and Strategy

The purpose of this Request for Proposal is t o provide the City of Patterson with an

objective, data - driven recommendation on the most appropriate ERP strateg

y.

Submit Proposals electronically to:

PublicPurchase.com

https://www.publicpurchase.com/gems/patterson,ca/buyer/public/home

Proposal Submission Deadline

T uesday, March 10 , 2026, at 5:00 p.m. P T

Table of Contents

Introduction ................................................................................................................................................2..

Background ................................................................................................................................................2..

Procurement Schedule and Contact ......................................................................................................3

RFP Schedule ........................................................................................................................................3.

City Contact and Clarification Process ............................................................................................4

Proposal Submission Instructions .........................................................................................................4.

Scope of Work: Assessment and Recommendation (Phase 1)

.......................................................4..

Step 1: Project Initiation and Stakeholder Discovery

....................................................................4

Step 2: Current State Assessment ("As - Is") ...................................................................................5..

Step 3: Future State Definition and Requirements Gathering ("To

- Be") ...................................5

Step 4: Market Analysis and Solution Identification

......................................................................6

Step 5: Final Recommendation and Documentation

.....................................................................6

Proposal Content ......................................................................................................................................6.

Pricing and Compensation ......................................................................................................................7.

Evaluation and Selection ........................................................................................................................8

Evaluation and Selection Process ......................................................................................................8

Selection Criteria ...................................................................................................................................8

Notification to Unsuccessful Proposers ...........................................................................................9

General Terms and Conditions ...............................................................................................................9.

Contract Contingency (Subject to Appropriation)

.........................................................................9.

City's Rights ...........................................................................................................................................9.

Proposer's Responsibilities ................................................................................................................9..

Cost of Submitting Proposal ............................................................................................................1. 0

Public Records Notice .......................................................................................................................10

Accuracy in Reporting Requested Information ............................................................................1. 0

Business License Requirement ........................................................................................................10

PROFESSIONAL SERVICES AGREEMENT .........................................................................................1. 1

Insurance Requirements ...................................................................................................................2.2

1

Introduction

The City of Patterson (“City”) , an incorporated municipality in the State of California,

seeks proposals from qualified and experienced consulting firms ("Consultant") to

conduct a comprehensive assessment of its current Enterprise Resource Planning

(ERP) system and associated business processes.

The primary objective of this engagement is to provide the City with an objective,

data - driven recommendation on the most appropriate ERP strategy moving

forward: (1) Retain and Optimize the current system, or (2) Replace the current

system with a modern solution.

Background

The City currently utilizes the Springbrook ERP platform, specifically

Springbrook

Enterprise (v7) and Springbrook Cirrus

. The primary modules currently in scope for

assessment, due to heavy usage or desire for optimization , include Accounts

Payable (AP), Accounts Receivable (AR),

Asset Management (Mobile MMS) ,

Extended Budgeting, Utility Billing, Business Licenses (Licenses and Permits),

Building Permits, Bank Reconciliation,

Human Resources, Project Management

(within Finance), Purchasing/Purchase Orders

(PO), and Payroll . Note that the City

currently utilizes limited functionality within the Human Resources (HR) module,

but

expanding usage should be a n area of focus for the assessment.

It is critical to note that the City's current operational workflows are based in the

legacy Springbrook Enterprise application. A key focus of this assessment must be

determining the feasibility, functional gap analysis, and effort required to fully

transition all required processes and data to the newer Springbrook Cirrus platform,

which the City recognizes as the ve ndor's long - term strategic direction.

A recent needs assessment identified several key challenges with the current system

that the City expects the Consultant to investigate. These include, but are not limited

to:

• Widespread Manual Processes: Many core financial and HR processes are

predominantly manual, with approval workflows existing outside of the

system.

2

• Significant Integration Gaps: The current ERP fails to integrate with

numerous other key City systems, resulting in manual data transfers and

disconnected processes.

• Deficient Reporting & Data Access : Staff across departments struggle to

access, export, and report on data. It is currently unclear whether this is due to

system deficiencies, data integrity issues, or training gaps

.

• Missing/Inadequate Core Functionality: The system is perceived as lacking

essential features, particularly a comprehensive, workflow

- driven Human

Resources module. Springbrook’s recent acquisition of Mobile MMS expands

the Asset Management capabilities of Cirrus, but the City has not integrated

their preexisting Mobile MMS environment with the Cirrus Asset Management

module.

Procurement Schedule and Contact

RFP Schedule

The City intends to adhere to the following schedule for this RFP. The schedule may

change at the City's sole discretion.

Activity

Date

RFP Issued

February 9 , 202 6

Deadline for Questions/Clarifications

Fe bruary 2 4, 202 6

at 5:00 p.m. P T

Addendum Published (Answers to Questions)

February 26 , 202 6

Proposal Submission Deadline

March 10 , 202 6

at 5:00 p.m. P T

Interviews (If necessary)

March 23 - April 6 ,

2026

Award of Contract (Anticipated)

April 9, 2026

3

City Contact and Clarification Process

All inquiries and/or questions regarding this RFP must be submitted

later than the deadline specified abov e via the PublicPurchase.com

electronically no

portal.

All questions received by the deadline will be compiled, and the City's official

responses will be published in a formal Addendum

to PublicPurchase.com

ensures all proposers receive the same information.

. This

Proposal Submission Instructions

Proposals must be received by the City through the elec tronic submission portal

listed below no later than the Proposal Submission Deadline

listed in the RFP

Schedule above . Proposals received after this specified date and time shall be

considered late and will be rejected .

Electronic Portal Submissions:

PublicPurchase.com

https://www.publicpurchase.com/gems/patterson,ca/buyer/public/home

Scope of Work : Assessment and Recommendation (Phase 1)

The Consultant shall execute a full, five - step assessment methodology. The final

deliverable for this scope shall be the Final ERP Assessment Report and a formal

presentation to the City’s Technology Steering Committee.

The scope of services, detailed across the five

steps , is as follows:

Step 1: Project Initiation and Stakeholder Discovery

• Conduct a project kickoff, establish the governance structure (Steering

Committee, Core Team), and finalize the detailed work plan.

• Conduct comprehensive interviews with staff across all levels and

departments, including the City Manager’s Office, Finance, HR, IT, Public

Works, and Engineering, and Planning/ Community Development.

• Review all relevant documentation, including budgets, current licensing

agreements, support contracts, and integration diagrams.

4

Commodity Codes

• NAICS 541512Computer Systems Design Services
• NAICS 541519Other Computer Related Services
• NAICS 541611Administrative Management and General Management Consulting Services

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