Budgeting and Forecasting System, Implementation, and Ongoing Support

Project Title Budgeting and Forecasting System, Implementation, and Ongoing Support Invitation # 10090045-24-G Bid Posting Date 02/23/2024 4:07 PM (PDT) Project Stage Bidding Bid Due Date 04/04/2024 2:00 PM (PDT) Response Format Electronic and Paper Project Type RFP (Request for Proposal) Response Types Line Items Response File Exhibit D (required) Exhibit E (required) Exhibit F (required) Exhibit G (required) Exhibit H Type of Award Lump Sum Categories 20500 - Computers, Hardware, Software 91804 - Accounting/Auditing/Budget Consulting 91849 - Finance/Economics Consulting 92000 - Data Processing, Computer, Programming, And Software Services License Requirements Department Purchasing & Contracting Department Address 1200 Third Ave Suite 200 San Diego, California 92101 County San Diego Bid Valid Liquidated Damages Estimated Bid Value Start/Delivery Date Project Duration Pre-Bid Meeting Information Pre-Bid Meeting No Online Q&A Online Q&A Yes Q&A Deadline 03/15/2024 12:00 PM (PDT)

Contact Information Contact Info Jerry Gibbs 619-236-5510 JGGibbs@sandiego.gov Bids to Owner's Agent Description Scope of Services The City of San Diego’s Department of Finance is seeking proposals for the identification, procurement, implementation, and on-going maintenance of a budgeting and financial forecasting system (“System”) to replace the City’s current system. Department of Finance is responsible for coordinating the development of the City of San Diego’s annual operating and capital budgets, and creating financial projection reports, in collaboration with all City departments. Other Details The respondents to this RFP should include the following: the identification of a system matching the requirements of this RFP, implementation services by a deliverable date, annual on-going maintenance services, and all costs for goods and services, including licensing, patches, break-fixes, or enhancement requests. Notes If vendors are unable to provide hard copy proposal packages with wet signatures, you may submit an electronic signed copy (using DocuSign, Adobe, or a scanned signature) through the PlanetBids portal by the Closing Date and Time. Vendors will be required to provide four (4) original wet signature hard copies when requested by the City of San Diego. ***Please note that each uploaded cannot exceed 150MB – regardless of which type of file (Response File or General Attachments) is being uploaded. See below for additional instructions: 1. File Requirements: Proposers will be required to provide one or more types of files depending on the solicitation: a. RESPONSE FILE: Proposers will only be able to upload one (1) document in the "Response File" section of PlanetBids. This may be the complete proposal submission or the Executive Summary, or other document depending on the solicitation type. b. GENERAL ATTACHMENTS: Each required file will have its own sub-label, ie. Proposal – Part 1, Proposal – Part 2, etc. These will be provided for solicitations that require multi part responses. 2. REQUIRED DOCUMENTS. Proposers are responsible for ensuring that all required information and documentation are provided. Proposers are responsible for satisfying all proposal submission requirements. 4. IMPORTANT: Do not wait until the last min to submit bids. Due to the high volume of traffic on the internet, the internet has experienced periodic slowdown and connection issues. The agency and PlanetBids are not responsible for connection issues. Special Notices Local Programs & Policies Place eBid