Project Information

Bid Title

RFP - ERP SOFTWARE PRODUCT AND SYSTEM INTEGRATION SERVICES

Issuing Agency

San Diego County

Location

California

Published Date

Dec 7, 2025

Closing Date

Feb 2, 2026

Government Level

State & Local

Status

Closed

Ref. #

BPM012689

Original Source

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Bid Documents

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Project Description

RFx Name:	BPM012689
RFx Begin Date (UTC+0):	RFP - ERP SOFTWARE PRODUCT AND SYSTEM INTEGRATION SERVICES
RFx End Date (UTC+0):	1
Commodities:	1
RFx Status:	Software
Solicitation Code:	12/5/2025 12:00:00 AM
Lot #:	2/2/2026 3:00:00 PM
Round #:	56 d 06 h 43 min 34 s

RFx General Information

Code BPM012689

RFx Name RFP - ERP SOFTWARE PRODUCT AND SYSTEM INTEGRATION SERVICES

Lot # 1

Round # 1

RFx Begin Date 12/5/2025 12:00:00 AM

RFx End Date 2/2/2026 3:00:00 PM

Summary

David Robar, Senior Procurement Contracting Officer Phone: (619) 318-7125 | Email: david.robar@sdcounty.ca.gov

Q&A Start Date (M/d/yyyy) 12/5/2025 12:00:00 AM

Q&A End Date (M/d/yyyy) 12/16/2025 5:00:00 PM

RFx Documents

Selected Title Type Att. Last Modification Creation Date Validity End Date RFP 12689 - Attachment Documents RFx Commercial Documents (Approved) Attachment_5._Security_Requirements.xlsx Attachment_1._Contractor_Information.xlsx Attachment_6._Exit_Services_Requirements.xlsx Attachment_3._Functional Requirements.xlsx Attachment_2._Implementation Statement_of_Work_Requirements.xlsx Attachment_8._Pricing.xlsx Attachment_4._Technical_Requirements.xlsx Attachment_7._RFP Submittal_Questionnaire.xlsx 12/5/2025 4:47:38 PM 12/5/2025 4:29:49 PM RFP 12689 - Exhibit Documents RFx Commercial Documents (Approved) Exhibit_1._County_Governing_Structure.pdf Exhibit_4._County_Standard_Service_Level_Requirements.pdf Exhibit_3._Applications Inventory_and_Interfaces.xlsx Exhibit_2-5._Timekeeping_Use_Cases.pdf Exhibit_2-2._Procurement_Use_Cases.pdf Exhibit_2-3._Human_Resources_Use_Cases.pdf Exhibit_2-4._Payroll_Use_Cases.pdf Exhibit_2-1._Financials_Use_Cases.pdf 12/5/2025 4:48:14 PM 12/5/2025 4:24:47 PM RFP 12689 - Schedule Documents RFx Commercial Documents (Approved) Schedule_A._Key_Personnel.pdf Schedule_C._Exit_Services.pdf Schedule_B._Implementation_Statement_of_Work.pdf 12/5/2025 4:46:56 PM 12/5/2025 4:21:14 PM RFP 12689 - Documents RFx Commercial Documents (Approved) Executive_Summary _and_Erp_Program_Background.pdf rfp_12689_draft_Agreement.docx rfp_12689_Erp_Software_Product_and_System_Integration_Services.pdf 12/5/2025 4:49:53 PM 12/5/2025 4:20:03 PM 4 Record(s)

Attachment Preview

REQUEST FOR PROPOSAL:

Executive Summary and ERP Program Background

Enterprise Resource Planning (ERP)

Software Product and System Integration

County of San Diego

Request for Proposal (RFP) 12689

County of San Diego – Request for Proposal (RFP) 12689

Enterprise Resource Planning (ERP) Software Product & System Integration

TABLE OF CONTENTS

Introduction .............................................................................................................................................. 1

EXECUTIVE SUMMARY.............................................................................................................................. 1

County Background ................................................................................................................................. 1

County Strategic Plan................................................................................................................................. 1

County Departments................................................................................................................................... 2

County Organization Chart ........................................................................................................................ 2

ERP BACKGROUND ..................................................................................................................................... 3

ERP Program Background ......................................................................................................................... 3

ERP Environment ...................................................................................................................................... 3

CURRENT ENVIRONMENT HIGH LEVEL OVERVIEW............................................................................ 3

Current System Users................................................................................................................................. 3

Current Application Overview ................................................................................................................... 4

Current Technical Application Architecture .............................................................................................. 7

Current Technical Architecture Assessment.............................................Error! Bookmark not defined.

Current Maintenance and Operations Support ........................................................................................... 7

PROPOSED FUTURE ENVIRONMENT HIGH LEVEL OVERVIEW ......................................................... 8

Introduction ................................................................................................................................................ 8

ERP Program Vision .................................................................................................................................. 8

Future Functional Environment ................................................................................................................. 8

Future Technical Landscape ...................................................................................................................... 9

Future State Conceptual Technical Architecture ..................................................................................... 10

Implementation Considerations ............................................................................................................... 12

Executive Summary and ERP Program Background

Page ii of ii

Introduction

The County of San Diego is seeking proposals from firms interested in providing enterprise resource

planning (ERP) software-as-a-service (SaaS) and system integrator (SI) services (“Offerors”). The

County intends to replace its current systems—including Oracle E-Business Suite (Financials),

Oracle PeopleSoft (Human Resources/Payroll), UKG (Timekeeping), Oracle Fusion Middleware

(Integrations), Oracle Business Intelligence (Data Analytics), Oracle Essbase [used for Annual

Comprehensive Financial Reports (ACFR), Counties Financial Transaction Reporting (CFTR), and

Local Government Fiscal Affairs (LGFA)], and NeoGov (recruiting, applicant tracking, and

onboarding)—with a single, integrated SaaS solution. This initiative, hereinafter referred to as ERP

Replatform Program, aims to implement a modern solution that meets the County’s operational needs

and strategic objectives while eliminating the need for costly and time-consuming system upgrades.

EXECUTIVE SUMMARY

County Background

The County of San Diego (County) employs approximately 20,000 individuals in a variety of positions. The

Enterprise Resource Planning (ERP) systems migrated from the mainframe around 2005 and has been on the

current commercially-off-the-self software to present time. County financials, human capital management, and

timekeeping are on different solutions that are tightly integrated and upgraded regularly. The upgrades are

complex, time consuming, costly and always adds high risk to critical systems projects. The County seeks for

a system integrator (Contractor) to provide a single solution to eliminate integration challenges; SaaS solution

to eliminate complex upgrades; intuitive to use for employee ease of use.

In 1999, the County decided to outsource the provision of all Information Technology Services. The County is

fully outsourced and the IT Outsourcing (ITO) Vendor, currently Peraton, manages and supports all the

technical aspects of the ERP applications which include, but are not limited to, the database, hardware

infrastructure, architecture, programming, development, break fix issues, and other operational-related items.

The County’s current Outsourcing Provider is Peraton. Peraton will play a key role in the ERP Program as the

Peraton team will need to assist in the implementations and own operational support after the program is in

production. Peraton is also currently supporting and developing for the County’s ERP systems today. The

County will maintain a separate service request/contract with Peraton for certain services related to this

initiative. In the response to this RFP, it is incumbent on the offeror to identify those tasks that it expects

Peraton to perform under the County’s service request – and for which the cost is not, therefore, included in the

firm fixed price. Anything excluded or not mentioned will be included in-scope as part of the firm fixed price

from the Contractor to avoid any confusion or assumption not stated.

For additional information on the County IT Outsourcing, please visit:

https://www.sandiegocounty.gov/content/sdc/cto/ito_agreement.html

County Strategic Plan

Projects initiated by the County are managed through governance and strategic planning.

https://www.sandiegocounty.gov/content/dam/sdc/cao/docs/stratplan.pdf

Executive Summary and ERP Program Background

Page 1 of 15

County Organization Chart

As identified below, the County is organized into four core business groups. Each department is assigned to

one of these four groups depending upon the nature of the services provided. The four groups, presented in the

figure below, are Public Safety Group, Land Use Environmental Group, Finance and General Government, and

Health and Human Services Agency.

County Departments

This ERP program will impact all 50+ County departments, presented in County Organization Chart above

because they all use ERP applications. The Auditor and Controller Department (A&C) owns and manages the

Oracle E-Business Suite, PeopleSoft payroll, UKG Timekeeping, Oracle Data Warehouse, Essbase and Oracle

Fusion Middleware. The Department of Human Resources (DHR) owns the PeopleSoft Human Capital

Management; and the Department of Purchasing and Contracting (P&C) owns the Purchasing Module of EBS.

In addition to the 50+ County departments there are some entities and departments that are supported and use

the County ERPs in a different manner. The Sheriff and District Attorney use the County ERPs but manage

Executive Summary and ERP Program Background

Page 2 of 15

their own information technology which means they access the systems using their own federated credentials

from a different domain. There are also entities we refer to as external entities, which we support and manage

various financials for them such as school districts. There is also San Diego County Employee Retirement

Associate (SDCERA) which are County employees but considered a completely different entity with its own

CEO and Board. Within the departments are also “departments” but are independent entities such as Air

Pollution Control District (APCD) which is state managed but we provide their financial and human resources

support. It is important to understand all the variations and differences as they are different users and ways, we

need to control access and roles for each system.

The County Technology Office (CTO) is a department that provides overall strategic direction and

management of Information Technology, including the management of the County’s contract with Peraton.

The CTO also oversees all the major IT programs, projects, and initiatives which include this ERP Program

specifically. The teams are primarily located at the County Administration Center and County Operation

Center, which include teleworking employees.

ERP BACKGROUND

ERP Program Background

The County currently has EBS version 12.2.11 that was upgraded November 2023. PeopleSoft was upgraded

to 19.21 in May 2023. UKG was also upgraded May 2022. Majority of tools are upgraded and on current

versions to maintain support to date.

ERP Environment

The major components of the current ERP environment in-scope to be replaced are:

• Oracle enterprise-business (EBS) financials

• CAOSYS

• Oracle Enterprise Performance Management (EPM, a.k.a. Essbase)

• Oracle fusion middleware (FMW)

• PeopleSoft human capital management (HCM) and payroll

• NeoGov 0n-boarding

• UKG (Kronos) timekeeping

• Oracle business intelligence enterprise edition (OBIEE) data warehouse

The ERP environment in scope, currently consists of 80+ servers and terabytes of information. The County’s

production environment for ERP applications are hosted in Tulsa, Oklahoma. The development, test, and user

acceptance environments are also in Tulsa, Oklahoma. The server farms are hosted by Peraton. The

applications developer and database administrators are in San Diego for the most part and work on the

applications from the San Diego location.

CURRENT ENVIRONMENT HIGH LEVEL OVERVIEW

Current System Users

Approximate number of users in the system:

Oracle EBS

Executive Summary and ERP Program Background

Page 3 of 15

Commodity Codes

• NAICS 541511Custom Computer Programming Services
• NAICS 541512Computer Systems Design Services
• NAICS 541519Other Computer Related Services

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