Project Information

Bid Title

Enterprise Resource Planning Software - Request for Proposals

Issuing Agency

Transportation Agency for Monterey County

Location

California

Published Date

Oct 30, 2025

Closing Date

Dec 11, 2025

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Enterprise Resource Planning Software - Request for Proposals

The Transportation Agency for Monterey County (TAMC) is evaluating new software to satisfy its finance and human resources information management application needs.

TAMC requires a proposal response to include all costs associated with training, implementation, hardware specifications/hosting costs (if applicable), interface estimates, data conversion assistance, annual maintenance, and support.

Questions related to this information request are to be directed, by email to Ryan Bigelow, Contracts & Grants Coordinator, ryan@tamcmonterey.org no later than Wednesday, November 12, 2025. Only written questions submitted by email by the stated date will be accepted.

Vendor responses are requestedby noon PT on Thursday, December 11, 2025. Submit electronic responses to Ryan Bigelow, Contracts & Grants Coordinator at ryan@tamcmonterey.org .

ERP Software System RFP.pdf TAMC ERP - RFP Appendices B-J 2025-10-03a (CF).xlsx TAMC ERP - RFP Appendix A1 Finance Mgt 2025-10-03a (JTS).xlsx TAMC ERP - RFP Appendix A2 People Mgt 2025-10-03a (JTS).xlsx TAMC ERP - RFP Appendix A3 Other 2025-10-03a (JTS).xlsx

Attachment Preview

REQUEST FOR PROPOSALS

THE TRANSPORTATION AGENCY FOR MONTEREY COUNTY (TAMC)

INVITES CONSULTANTS TO SUBMIT THEIR PROPOSALS FOR:

ENTERPRISE RESOURCE PLANNING SOFTWARE SYSTEM

You are invited to submit your proposal for the services to complete the above

project. Proposals are due via email to Ryan Bigelow, Contracts & Grants

Coordinator, ryan@tamcmonterey.org by 12:00 noon Pacific Time on Thursday,

December 11, 2025

The Request for Proposals and supplemental information, if any, are available on

the TAMC website (www.tamcmonterey.org) in Adobe Acrobat (PDF) format or

may be obtained by contacting the Contracts & Grants Coordinator specified

above or at the TAMC offices located at 55-B Plaza Circle, Salinas, CA 93901.

Transportation Agency for Monterey County • 55-B Plaza Circle • Salinas, California 93901-2902

(831) 775-0903 • www.tamcmonterey.org

ERP Software System RFP

Page 2 of 54

DATE:

TO:

FROM:

SUBJECT:

TRANSPORTATION AGENCY FOR MONTEREY COUNTY

October 29, 2025

Interested Consultants

Todd A. Muck, Executive Director

Enterprise Resource Planning Software System

INVITATION

You are invited to submit a Proposal for the referenced services.

Please submit one (1) digital copy of your Proposal to the office of the Transportation Agency

for Monterey County via email to Ryan Bigelow, Contracts & Grants Coordinator,

ryan@tamcmonterey.org by 12:00 noon Pacific Time on Thursday, December 11, 2025. There

is no requirement to submit a paper copy of your proposal. Proposals received after the date

and time specified above will not be considered.

Proposals shall be considered firm offers to enter into a contract as described in this RFP for a

period of ninety (90) days from the time of submittal.

Proposals and inquiries relating to this Request for Proposals shall be submitted to:

Ryan Bigelow

Contracts & Grants Coordinator

Transportation Agency for Monterey County

55-B Plaza Circle, Salinas, CA 93901

ryan@tamcmonterey.org

Email inquiries, including the submittal of the Proposal, relating to this Request for Proposals

should include ERP Software System in the subject header.

The Transportation Agency is an equal opportunity employer.

https://tamcmonterey.sharepoint.com/sites/Finance/Shared Documents/ERP Project Planning/Phase 3/RFP/Draft

2/RFP Template 2024_ERP Software System.docx

ERP Software System RFP

Page 3 of 54

BACKGROUND

The Transportation Agency for Monterey County (“TAMC” or the “Agency”) is a state-

designated public agency with regional transportation planning responsibilities, including rail

planning, that cross city-county boundaries. TAMC is committed to planning, funding, and

delivering transportation projects for the region. The Agency is also committed to providing

information to the public about its projects, plans, and activities, ensuring public participation

and fostering public understanding of its functions.

TAMC’s Board of Directors includes twenty-three members who consist of local officials from

each of its twelve incorporated cities and five county supervisorial districts, and ex-officio

members from six public agencies. The mission of TAMC is to proactively fund and plan a

transportation system that enhances mobility, safety, access, environmental quality, and

economic activities by investing in regional transportation projects for Monterey County

residents, businesses, and visitors.

PROJECT DESCRIPTION

This request for proposals will be used by TAMC to select a consultant or consultant team to

provide new software to satisfy its finance and human resources information management

application needs.

Attachment A is a draft Scope of Work, technical information, schedule, and proposal submittal

format. A final Scope of Work will be made a part of the professional services agreement

between TAMC and the consultant. A copy of the standard TAMC agreement anticipated to be

utilized is Attachment B. Any requests to modify the standard contract provisions must be

made as part of the request for proposals. A single document will be prepared between the

Consultant and TAMC consistent with the provisions of these attachments.

It is important that the consultant or consultant team has the capability to work closely with

Agency staff. The consultant or consultant team must be prepared to undertake whatever

liaison and meetings are required to satisfy this requirement. TAMC will administer the

consultant contract and be the primary contact.

PROJECT BUDGET

The estimated budget for this work is $300,000 for implementation, and $75,000 per year

thereafter of agency reserves. There is no federal funding on this project.

https://tamcmonterey.sharepoint.com/sites/Finance/Shared Documents/ERP Project Planning/Phase 3/RFP/Draft

2/RFP Template 2024_ERP Software System.docx

ERP Software System RFP

Page 4 of 54

PROJECT SCHEDULE

This project is anticipated to take approximately 1 year to complete, starting in May-June 2026

and being completed by June 2027.

SELECTION PROCESS

TAMC will establish a review committee to review the proposals. This review may be followed

by an oral interview between a review committee and the firm(s) that respond(s) best to the

RFP. Based on the recommendations of the review committee, TAMC staff will issue a “Notice

of Intent to Award” notice to all responders, indicating staff’s intent to negotiate with the

specific firm considered to be the most qualified consultant or consultant team.

Staff will then attempt to negotiate a final Scope of Work and a Budget for the project with that

firm. The final Scope of Work will include a full description of each task, a description of

deliverable products, and a schedule of the due dates for the deliverable products and other

important milestones. The Budget shall include an estimated cost per task and use the

appropriate Caltrans cost proposal format. Upon successful completion of negotiations, the

consultants or consultant teams will be recommended to the TAMC Board for final selection

and contract approval.

Should the most qualified consultant or consultant team and TAMC fail to successfully

negotiate a final scope of work and a mutually agreed upon budget for these consulting

services, then TAMC reserves the right to enter negotiations with the next most qualified

candidate for performance of the work.

Further, the Agency may, or may not, also negotiate contract terms with selected proposers

prior to award, and expressly reserves the right to negotiate with several proposers

simultaneously and, thereafter, to award a contract to the proposer offering the most favorable

terms to the Agency. Proposals submitted, should contain the proposers’ most favorable terms

and conditions, because the selection and award may be made without further discussion with

any proposer. The Agency will submit the proposal considered to be the most responsive and

competitive to the Board of Directors for consideration and selection. The Agency reserves the

right to accept or reject any and all submitted proposals, to waive minor irregularities, and to

request additional information or revisions to offers, and to negotiate with any or all proposers

at any stage of the evaluation. TAMC may use their discretion to choose the bid that presents

the greatest value to the Agency after all evaluation criteria is considered.

MINIMUM QUALIFICATIONS

The selected consultant can be a firm, a consortium of firms or an individual, but must

demonstrate to TAMC’s satisfaction the following qualifications:

https://tamcmonterey.sharepoint.com/sites/Finance/Shared Documents/ERP Project Planning/Phase 3/RFP/Draft

2/RFP Template 2024_ERP Software System.docx

ERP Software System RFP

Page 5 of 54

• The overall capability to provide the required software features and capabilities.

• The amount of vendor support that will be available for implementation, conversion,

training, ongoing modifications, and software support.

• The total costs of the system implementation and ongoing support.

• The vendor's performance record-to-date in meeting the requirements of its existing

customers, as well as the availability of users similar to TAMC to allow reference

investigation.

• The financial stability, longevity, and strength of the vendor.

• Ease and intuitive use of software.

Demonstrated ability and adequate resources to:

a. Complete the Scope of Work by specified deadlines

b. Communicate effectively with sub-consultants and other members of the project team

c. Effectively manage sub-consultants and/or technical staff

Prepare clearly written documentation. The evaluations will be based upon the following

criteria:

TAMC staff will review the proposals for adherence to the minimum qualifications and

inclusion of the items requested in this Request for Proposals. Proposers failing to meet the

minimum qualifications will not be considered. Any proposal that does not include enough

information topermit the evaluators to rate the proposal in any one of the evaluation criteria

listed below will be considered non-responsive and will not be evaluated. A proposal that fails

to include one or more items requested in the Proposal Format may be considered complete

and generally responsive, if evaluation in every criterion area is possible.

Firm Profile & Project Team: Do the qualifications of key personnel to be

assigned to the project coincide with tasks listed in the Scope of Work? Do

assigned personnel and sub-consultants have requisite education,

experience, and professional qualifications? Does the firm’s organizational

1

structure show sufficient depth for its present workload, and do assigned

personnel have sufficient availability for project? Does the firm accept the

contract terms as proposed? During what hours and days is technical

support available?

10 points

https://tamcmonterey.sharepoint.com/sites/Finance/Shared Documents/ERP Project Planning/Phase 3/RFP/Draft

2/RFP Template 2024_ERP Software System.docx

Commodity Codes

• NAICS 511210Software Publishers
• NAICS 541511Custom Computer Programming Services
• NAICS 541512Computer Systems Design Services
• NAICS 541519Other Computer Related Services
• NAICS 541611Administrative Management and General Management Consulting Services

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