ERP Modernization- System Integrator

Request for Proposals # 274-IT2026-04
Title: ERP Modernization- System Integrator
Issue Date: September 11, 2026
Due Date: October 2, 2026, no later than 3:00PM EST
*LATE PROPOSALS WILL NOT BE ACCEPTED*
Issuing Department: Information Technology
Direct all inquiries concerning this RFP to:
Parijat Malla
Technology Supervisor
Email: Parijat.malla@raleighnc.gov

Table of Contents
1 INTRODUCTION ................................................................................................................................................... 3
1.1 PURPOSE ............................................................................................................................................................... 3
1.2 ABOUT CITY OF RALEIGH ...................................................................................................................................... 3
1.3 CURRENT BUSINESS AND OPERATIONAL ENVIRONMENT..................................................................................... 4
1.4 DESIRED OUTCOMES OF THIS PROJECT .............................................................................................................. 8
1.5 VOLUMES AND QUANTITIES ................................................................................................................................ 14
1.6 REQUEST FOR PROPOSAL (RFP) TIMELINE ....................................................................................................... 15
1.7 PRE-PROPOSAL VIRTUAL MEETING ................................................................................................................... 16
1.8 PROPOSAL QUESTIONS ...................................................................................................................................... 16
1.9 PROPOSAL SUBMISSION REQUIREMENTS AND CONTACT INFORMATION........................................................... 17
1.9.1 Electronic Bid/Proposal Submission - Instructions ................................................................................ 17
1.10 BUSINESS ENGAGEMENT & OPPORTUNITIES ..................................................................................................... 18
1.11 RIGHTS TO SUBMITTED MATERIAL ...................................................................................................................... 18
1.12 COMMUNICATIONS .............................................................................................................................................. 18
1.13 LOBBYING ............................................................................................................................................................ 18
1.14 CONFLICTS OF INTEREST .................................................................................................................................... 18
1.15 PROPOSER EXPENSES ........................................................................................................................................ 19
1.16 PROPOSER ACCEPTANCE ................................................................................................................................... 20
2 PROPOSALS .......................................................................................................................................................20
2.1 REQUEST FOR PROPOSALS REQUIRED DOCUMENT FORMAT ........................................................................... 20
2.1.1 Section/Tab 1: Cover Letter ....................................................................................................................... 20
2.1.2 Section/Tab 2: Company Qualifications and Experience ....................................................................... 20
2.1.3 Section/Tab 3: Team Vendor, Experience and Certifications ............................................................... 23
2.1.4 Section/Tab 4: Proposed SI Services ....................................................................................................... 23
2.1.5 Section/Tab 5: Contract Alignment and Due Diligence .......................................................................... 24
2.1.6 Section/Tab 6: Cost ..................................................................................................................................... 24
2.2 RFP DOCUMENTS ............................................................................................................................................... 24
3 PROPOSAL EVALUATION ................................................................................................................................25
3.1 PROPOSAL EVALUATION CRITERIA (STAGE 1) ................................................................................................... 25
3.2 INTERVIEW/PRESENTATION (STAGE 2)............................................................................................................... 28
3.3 FINAL SELECTION ................................................................................................................................................ 28
3.4 NOTICE TO PROPOSERS REGARDING RFP TERMS AND CONDITIONS .............................................................. 29
3.5 CONTRACT TERM ................................................................................................................................................ 29
3.6 VENDOR RISK ASSESSMENT REQUIREMENT ...................................................................................................... 29
4 SCOPE OF SERVICES .......................................................................................................................................30
APPENDIX I PROPOSAL OF COST ......................................................................................................................................35
APPENDIX II PROPOSAL QUESTIONNAIRE ........................................................................................................................37
APPENDIX III REFERENCE QUESTIONNAIRE (INSTRUCTION) .............................................................................................38
APPENDIX III REFERENCE QUESTIONNAIRE (FORM) .........................................................................................................39
APPENDIX IV SAMPLE CONTRACT ....................................................................................................................................41
APPENDIX V PRESENTATIONS ..........................................................................................................................................50
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1 INTRODUCTION
1.1 Purpose
The City of Raleigh (CoR) has solicited competitive bids for an Enterprise Resource
Planning (ERP) software solution and is working with Workday, Inc. on contract
negotiations. Now, CoR is seeking responses to this Request for Proposal (RFP) for
professional services to configure and implement the selected ERP software suite.
The CoR is seeking to partner with one or more professional service
vendors to configure the selected ERP software suite(s) to meet the city's technical and
business requirements. This includes functionalities in Finance, Budget and Planning,
and Human Capital Management (HCM) areas, along with their related sub-
functions. Detailed information regarding the project scope, timeline, critical due dates,
and other essential aspects are provided in this Request for Proposal (RFP).
A detailed scope of services is provided in Section 4 of this document.
All information related to this solicitation, including any addenda, will be posted to the
North Carolina electronic Vendor Portal (eVP) at https://evp.nc.gov/.
All questions and any correspondence regarding this RFP shall be directed to the City's
Point of Contact by email. Only inquiries in writing will be accepted by the City. There shall
be no communication with the City regarding this RFP unless otherwise directed by the
City's Point of Contact identified below. **NO PHONE CALLS**:
Contact Name Email Address
Parijat Malla Parijat.Malla@raleighnc.gov
1.2 About City of Raleigh
The CoR, the Capital City of North Carolina, remains one of the fastest growing areas in
the country. A great economy, top educational institutions, and exceptional health care
facilities are some of the characteristics that attract people to the triangle area. The mild
climate, diverse work force and proximity to Research Triangle Park combine to make
Raleigh a great place to live.
Raleigh is a 21st Century City of Innovation focusing on environmental, cultural, and
economic sustainability. The City conserves and protects our environmental resources
through best practice and cutting-edge conservation and stewardship, land use,
infrastructure and building technologies. The City welcomes growth and diversity through
policies and programs that will protect and enhance Raleigh's existing neighborhoods,
natural amenities, history, and cultural and human resources for future generations. The
City leads to improve quality of life for neighborhoods and standard of living for all citizens.
The City works with universities, colleges, citizens, and local partners to promote new
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technology, create new job opportunities, and encourage local businesses and
entrepreneurs. The City enlists and prepares 21st Century staff with the skill sets to carry
out the duties of the City through transparent civic engagement and by providing the very
best customer service to our citizens.
The objective of this solicitation is to establish a contract that enables the CoR to engage
with a qualified vendor for the replacement of the current Oracle PeopleSoft ERP system.
In addition to Oracle PeopleSoft as its primary ERP platform, the City currently leverages
several supporting business applications such as SAP SuccessFactors, Oracle Planning
and Budgeting, etc. (see Table 1 Current Integrations List for a detailed list of
integrations). This system is essential for supporting all mission-critical business
capabilities in Finance, Budgeting and Planning and Human Resource areas. Vendors
are required to address all application functionalities and services detailed in this
document and associated attachments, ensuring a robust, secure, flexible, sustainable,
and user-friendly platform tailored to the needs of city staff, vendors, contractors, client
users, and government officials throughout Raleigh. The vendor must implement a
modernized ERP solution that enhances the City's mission-critical business operations
and must position the City to operate, maintain, and evolve the platform independently
over its full lifecycle by establishing the ongoing support structure, transferring knowledge
to City staff, and delivering the documentation, test assets, and governance needed for
the City to sustain the solution after implementation.
To ensure successful implementation, the CoR requires a System Integrator (SI) to act as
the prime contractor. The CoR intends to make vendor selections based on the proposal
of a qualified SI with proven experience and capacity to drive successful implementation.
The CoR will require the prime contractor to be accountable for any sub-contractor's
performance (if needed and leveraged).
1.3 Current Business and Operational Environment
CoR is currently utilizing Oracle's PeopleSoft HCM and Financial Supply Chain
Management system as its primary ERP solution. Since the CoR implemented PeopleSoft
in 2007, the system has been heavily configured to meet the evolving needs of the
workforce and key stakeholders. The ERP system interfaces with multiple
systems/applications (i.e., Trimble Cityworks, iNovah, Tyler Technology EP&L, UKG
Ready) to enable the end-to-end delivery of business processes. The current platform is
on legacy technology, which is approaching end of life (EOL). To mitigate technical debt
and technical obsolescence, the CoR is looking to implement a new, modern cloud ERP
solution to mitigate these risks, standardize business processes, and further improve
business operations.
The CoR ERP Integrations diagram below illustrates the City's current ERP integration
landscape. See table below for a complete list of all applications in the environment. The
CoR and its technologies are continually evolving, additional applications not listed in the
attachment will need to be discovered by the Vendor prior to and during implementation
to ensure all integrations are completed before go-live. The current-state landscape
reflects the integrations as built for the legacy environment; the Vendor should not assume
existing integrations will be reproduced as-is. The Vendor is expected to assess each
integration and recommend where it should be modernized or redesigned based on
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current technology best practices, the target platform's native capabilities, and long-term
sustainability and maintainability. The Vendor should highlight the business functions best
suited for integration within the solution. CoR prefers that some capabilities be
consolidated into the ERP software suite, with others continuing as integrations.
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Table 1 Current Integrations List
Integration
Application Name Vendor Purpose Type of Integration
Required
CCB (Customer Care General Ledger and Bilateral (Input/Output for
and Building) Oracle Accounts Payable Required PeopleSoft Accounts Payable)
Unilateral (Input for PeopleSoft
Duke Energy Duke Energy Electric Bills Required Accounts Payable)
Unilateral (Input for PeopleSoft
RPOD (eProcurement) Jaggaer Invoice Payments Potential Accounts Payable)
Recreation Management Unilateral (Input for PeopleSoft
VSI Vermont Systems Software Refunds Required Accounts Payable)
PNC bank ACH[Employee, Unilateral (Output for PeopleSoft
PNC Bank PNC Corporate] Required Accounts Payable)
Fraud Detection and Unilateral (Output for PeopleSoft
NXG Forensics Fiscal Technologies Prevention Required Accounts Payable)
Periscope Energy Periscope Energy Electric Energy Usage Unilateral (Output for PeopleSoft
Dashboard Dashboard Monitoring Potential Accounts Payable)
Bank of America Procurement Card Unilateral (Input for PeopleSoft
Procurement Card Bank of America Payments Required Purchasing)
Unilateral (Output for PeopleSoft
Docusign Docusign Contract Signatures Potential Purchasing)
Momentus Event Management Bilateral (Input/Output for
Ungerboeck Technologies Payments Required General Ledger)
Grants Management and Unilateral (Input for General
eCivis Euna Solutions Budget and Actuals Potential Ledger)
PBCS (Planning, Budget Budget Forecasting and Unilateral (Input for General
and Cloud Services) Oracle Tracking Potential Ledger)
Cashiering and Payments Unilateral (Input for General
iNovah System Innovators Journals Required Ledger)
Accounting Solution for
ACFR (annual
comprehensive financial Unilateral (Output for General
Gravity Gravity Software report) Potential Ledger)
Enterprise Permit and Permitting Software Bilateral (Output for PeopleSoft
Licensing Tyler Technologies Journals Required HR & Input for General Ledger)
Bilateral (Input/Output for
Work Order System for PeopleSoft Inventory); Unilateral
Raleigh Water Construction (Employee data from Cityworks -
Cityworks Trimble Crew Required > ERP)
Bilateral (Input/Output for
Ascensus Ascensus 457 Plans Required PeopleSoft HCM Benefits)
Bilateral (Input/Output for
MARK III Market III All Voluntary Deduction Required PeopleSoft HCM Benefits)
Bilateral (Input/Output for
Empower Empower 401k Required PeopleSoft HCM Benefits)
Online Retirement and Unilateral (Output for PeopleSoft
ORBIT ORBIT Benefits Information Required HCM Benefits)
Virtual Physical Therapy Unilateral (Output for PeopleSoft
Hinge Health Hinge Health Sessions Required HCM Benefits)
Unilateral (Output for PeopleSoft
WebMD WebMD Online Health Resource Required HCM Benefits)
Unilateral (Output for PeopleSoft
Nationwide Nationwide Pet Insurance Required HCM Payroll)
Unilateral (Output for PeopleSoft
Teladoc Health Teladoc Health Virtual Healhcare Required HCM Benefits)
Unilateral (Output for PeopleSoft
FLORES FLORES FSA and COBRA Required HCM Benefits)
Government Jobs, New Hire/Talent Bilateral (Input/Output for
Insight and Onboard NEOGOV Management Potential PeopleSoft HCM HR)
BCBS NC (Blue Cross Unilateral (Output for PeopleSoft
Blue Shield) BCBS Medical Plan Required HCM HR)
Unilateral (Output for PeopleSoft
CorVel CorVel Workers Compensation Required HCM HR)
Unilateral (Output for PeopleSoft
Delta Dental Delta Dental Delta Plan Required HCM HR)
Unilateral (Output for PeopleSoft
ServiceNow ServiceNow Internal System Required HCM HR)
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Unilateral (Output for PeopleSoft
Market Pay Market Pay Salary Information Required HCM HR)
PNC Check Payroll Reconciliation Unilateral (Input for PeopleSoft
Reconciliation PNC Process for PNC Banks Required HCM Payroll)
Unilateral (Output for
PeopleSoft HCM Time and
UKG UKG Time Punches Potential Labor)
Learning and Performance Bilateral (Input / Output for
SuccessFactors SAP Management System Potential PeopleSoft HCM HR Record)
Unilateral (Output for PeopleSoft
Snowflake Snowflake Data Lake Required to Snowflake)
Construction Project Bilateral (Input / Output for
Trimble Unity Construct Trimble Management Software Required PeopleSoft Finance Record)
Figure 1: CoR ERP Integrations
The current ERP modules are maintained by the City's Information Technology (IT)
Department.
The following considerations should be taken into account when assessing the
requirements and incorporated into your proposal.
The CoR's current reliance on multiple systems and the need for seamless
integration across multiple platforms present opportunities for ongoing
modernization and improved efficiency.
The transition will require effective change management strategies, such as
training, to support employees in adopting new digital processes and moving away
from previous system or paper-based workflows.
The City will remain fully operational throughout the implementation and transition
period. The vendor's proposed approach, timeline should consider minimizing
disruptions to ongoing financial, human resources, payroll and business
operations.
Legacy systems remain critical to operations, and ensuring a smooth transition to
modern solutions is essential to mitigate potential risks.
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Legislative requirements will continue to play a key role in shaping system
functionality and compliance considerations.
Business process optimization will play a key role in this modernization by identifying and
addressing inefficiencies in existing workflows, enhancing resource utilization, and
ensuring compliance with regulatory and funding requirements. The following section
outlines the key business and technical drivers guiding this modernization initiative.
Business Drivers
o
Improve Service to Stakeholders: Streamline services and processes to
improve functionality and efficiency for citizens, contractors, City staff, and
other key stakeholders.
Increase Productivity: Enhance staff productivity by introducing standardized
processes, an intuitive design, and common workflows that align with industry
and technology best practices.
Enhance User Experience: Improve the organizational work environment by
leveraging modern, user-friendly, and easy-to-navigate solutions that
enhance accessibility and usability.
Increase Automation: Eliminate manual, time-consuming, or redundant
processes to reduce human error and allow CoR staff to focus on critical
priorities.
Improve Data Quality: Enhance data integrity through cleansing and use of a
single system of record to enable effective execution of the City's core
business processes.
Empower People: Foster increased employee engagement and effectiveness
by streamlining business processes and enabling self-service capabilities for
both employees and managers.
Technical Drivers:
o
Enable Data-Driven Decision Making: Reduce manual effort in analytics and
reporting while increasing access to high-quality, actionable data to support
informed decision-making for business and technology strategies.
Increase Agility and Operational Efficiency: Implement a flexible application
architecture that allows the system to evolve and adapt quickly to regulatory
changes, while minimizing customizations, third-party applications, and
system complexity.
Reduce Technical Debt: Reduce operational inefficiencies by consolidating
and optimizing applications required to support the City's ERP operations and
functions, increasing automation, integration, and self-service capabilities.
Optimize Technology: Ensure seamless integration of tools, technology, and
processes through automated workflows, promoting effective collaboration,
communication, accountability, and operational control.
1.4 Desired Outcomes of this Project
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This section outlines the desired outcomes for this solicitation, including requirements
for a new ERP technology solution that will replace the current Oracle PeopleSoft
system.
Selected Software Package
The City is entering contract negotiations with Workday Inc. with the intention to award
a contract, subject to the successful agreement on contract terms and conditions,
contingent upon City Council approval.
In-scope Functional ERP Capabilities
The table below lists the Business Capability Model (BCM), indicating current and target
state functional capabilities supporting the ERP technology landscape at the CoR. CoR
expects the ERP platform to perform the following technology and service functions.
Table 2: BCM Functional Capabilities
Core Capabilities
A.2.1. Manage Finance
A.2.1.1 Perform General Accounting
A.2.1.2 Manage Billing & Accounts Receivable
A.2.1.3 Manage Treasury/Cash
A.2.1.4 Manage Accounts Payable
A.2.1.5 Manage Finance Service Delivery
A.2.1.6 Support Finance Relations & Requests
A.2.1.7 Manage Fixed Assets
A.2.1.8 Manage and Process Payroll & Pension
A.2.1.9 Manage Grants
A.2.1.10 Perform Period Close / Year-end Close
A.2.2. Manage Procurement
A.2.2.1 Strategically Source
A.2.2.2 Purchase Goods and Services
A.2.2.3 Manage Vendor Relationships
A.2.2.4 Manage Solicitations
A.2.2.5 Manage Supplier Contracts
A.2.2.6 Manage Inventory
A.2.3. Manage Budgeting & Planning
Create Budgets/Develop business cases for new
A.2.3.1 budget requests
A.2.3.2 Consolidate Budgets
A.2.3.3 Manage Financial Performance
A.2.3.4 Create Budgetary Estimates, Plans & Forecasts
A.2.3.5 Revise Budgets
A.2.3.6 Perform Capital Planning
A.2.4. Manage Human Capital
A.2.4.1 Administer HR
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A.2.4.2 Acquire Talent
A.2.4.3 Manage Total Rewards
A.2.4.4 Manage HR Service Delivery
A.2.4.5 Manage Workforce Performance
A.2.4.6 Manage Workforce Compliance & Guidance
A.2.4.7 Manage Workforce / Employee Relations
A.2.4.8 Manage Workforce
Table 3: BCM Technology and Service Capabilities
Core Capabilities
A.2.5 Technology and Service Delivery Capabilities
A.2.5.1 Access Control & Security
Architecture (Scalability, Availability, Performance,
A.2.5.2
etc.)
A.2.5.3 Audit
A.2.5.4 Configurability/Flexibility
A.2.5.5 Data
A.2.5.6 Data Conversion
A.2.5.7 Data Storage & Archiving
A.2.5.8 Integration
A.2.5.9 Reporting
A.2.5.10 System Administration
A.2.5.11 System Capacity & Performance
A.2.5.12 System Flexibility
A.2.5.13 Technology Platform
A.2.5.14 Usability
A.2.5.15 Accessibility
A.2.5.16 Enterprise Content Management (ECM)
Defining the functional and technical capabilities for CoR's ERP
More details are in Section 4 (Scope of Services) and the individual attachments
for each functional and technology area requirements:
Financials & Budget Management
o
Financial Management services focus on optimizing financial operations across
CoR ensuring accurate, efficient financial management that supports overall City
Operations. The Vendor should provide implementation services for a financial
solution that supports general accounting, manage treasury/ cash, procurement,
accounts payable and receivable, support finance relations & requests, manage
fixed assets, manage and process payroll pension, manage general ledger and
financial reporting, manage grants, and perform period close. The vendor should
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