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As described briefly in the Project Understanding section of our proposal, SDI's approach to enterprise system procurements follows a structured methodology designed to help ensure that the City's goals forthe project are achieved. Provided below is our project approach and detailed work plan for new system procurement. • The "Initiate" phase which establishes the foundation for effective communication and the successful completion of the project. • The "Requirements" phase which encompasses a thorough discovery of the City's specific objectives and needs to ensure all the features, functions and requirements (e.g. user, interface, conversion, technical, etc.) necessary are defined and documented and communicated through the resulting documents for inclusion in the RFP. ♦ The "RFP" phase wherein the Request for Proposal is developed to meet the procurement requirements of the City. + The "Select" phase which provides the structure for a fair and organized means to complete the review and decision process to select the best solution presented. • The "Negotiate" phase which results in formal completion of agreements with the selected ERP solution vendor and the City. Figure 2 provides an overview of the phases, activities, and deliverables for our proposed methodology. PHASES TASKS DELIVERABLES Planning Mceling 1.-Work ® Plan 1.2-Work Plan Development and Review 1-3-Conduct Project Kickoff Meeting Ll - Request and Review Documentation 2.2 - Conduct System Requirements Workshops 2-3 - Document Functional Requirements 24 - Document Interfaces/(ethnical Requirements 2.5 - Document Data Conversion Requirements 3.Prepare DragotifyPRequest Proposal (RFP) 3.2 - Rewem Draft RFP With Stakeholders ® 3- ,n 3 3 - Identify and Notify Polenlial Bidders 3 4 - Release RF P 4.1 -Address Vendor Queslions 4.2 - Prepare Evaluation Committee 4.3 Conduct Initial Screening of Proposals 4.4 -Assist wills Review and Scoring of Pmpnsals 4.5-Prepare for Proof of Capabilities (POC) 4.6- Facilitate PQC Sessions 4.2 -Assist wRh Due Diligence 411- Prepare Vendor Selection Report 5.1 - Researth Prior Vendor Agreements 5.2 -Conduct Initial Agreement Review 5.3 - Facilitate Negotiation Strategy W orkshop 54 - Conduct Negotiation Meetings 5.5 - Assist in Obtaining City Council Approval Work Plan Kickoff Meeting Presentation • Documentation Request Listing • Functi�nalmnl OPeratiowl Requirements • Inlerfart• and Technical Requirements • Data Coinersion Requirements Draft RFP Final RFP Vendor using Vendor Question Responses EvaLlation Scoring Methodology and Matrix Template Evaluation Scoring Maplx 5ununary POC ewon Agenda and Scripts Vendor Selection Report Final Agleemenl With VeolIn, City Cuuncit Meeting Participation In the following pages, we provide a detailed work plan outlining our tasks and the associated deliverables for each task.