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Proposal Submitted by:
Chad Snow, PMP, CFE, Principal
Seth Hedstrom, PMP, Project Manager
BerryDunn
100 Middle Street
Portland, ME 04101
Phone: (207) 541-2200
csnow@berrydunn.com
shedstrom@berrydunn.com
Proposal Submitted on
October 19, 2015 by 3:00 p.m.
Submitted in Response to
Request for Proposals (RFP) #8177
BerryDunn’s Proposal to Provide Consulting Services Related to a
Procure-to-pay Workflow Process Assessment
For the City of Fort Collins
Transmittal Letter
October 19, 2015
Mr. Gerry Paul
Purchasing Director
City of Fort Collins’ Purchasing Division
215 North Mason St., 2nd Floor
Fort Collins, CO 80522
Dear Mr. Paul:
Berry Dunn McNeil & Parker, LLC (BerryDunn) is pleased to submit this proposal in response to the
City of Fort Collins, Colorado’s (City’s) Request for Proposal (RFP) #8177 for a Procure-to-pay
Workflow Process Assessment. We have read the RFP, we understand its contents, and agree to
the terms and conditions therein. Our proposal is a firm and irrevocable offer that is valid for a
minimum of 90 days from the proposal due date of October 19, 2015.
BerryDunn is an independent management and information technology (IT) consulting and certified
public accounting firm headquartered in Maine and serving clients nationally. We are a stable and
well-established firm that has preserved our core values and reputation for excellence for 41 years.
We have enjoyed steady growth by providing consistent, high-quality services to our clients in 48
states and provinces throughout the US and Canada.
As the Principal of our Local Government Consulting Group, I am authorized to bind BerryDunn to
the commitments made herein. Should you have any questions regarding our proposal, my contact
information is as follows:
Chad Snow, Principal
BerryDunn
100 Middle Street
Portland, ME 04101
Telephone/Fax: (207) 541-2294
Email: csnow@berrydunn.com
We appreciate the opportunity to submit this proposal and look forward to working with the City of
Fort Collins on this important project.
Sincerely,
Chad Snow
Principal
Table of Contents
Section Page
Transmittal Letter ......................................................................................................................... i
Table of Contents .................................................................................................................... ii
Section A - Executive Summary ................................................................................................. 3
A.1 Statement of Understanding ............................................................................................. 3
A.2 Our Approach to Project Management ............................................................................. 3
Our Project Management Toolkit ......................................................................................... 4
A.3 Detailed Work Plan .......................................................................................................... 5
Section B – Qualifications & Experience .................................................................................... 9
B.1 Primary Contact Information ............................................................................................. 9
B.2 Qualifications of the Firm .................................................................................................. 9
Firm Overview ..................................................................................................................... 9
Our Approach to Staffing ....................................................................................................10
Proposed Project Team and Structure ...............................................................................12
Team Member Resumes ....................................................................................................14
B.3 Relevant Experience .......................................................................................................19
Workflow Analysis Experience ...........................................................................................19
Systems Consulting Experience .........................................................................................20
J.D. Edwards System Experience ......................................................................................26
B.4 References ......................................................................................................................26
Section C - Cost Proposal .........................................................................................................28
BerryDunn | Transmittal Letter ii
Section A - Executive Summary
A.1 Statement of Understanding
The City of Fort Collins currently uses the J.D. Edwards EnterpriseOne software suite to support
all of its financial process, including decentralized processes for purchases less than $5,000
and the City Purchasing Department’s administration of purchases greater than $5,000. As
many approved purchases are “one-offs” and procurement process are inconsistent across
departments, the City has recognized a need to review its procure-to-pay workflows with an
emphasis on use of the J.D. Edwards system, potentially realizing new efficiencies, including
the following:
• Elimination of manual or paper-based processes
• Employment of EDI
• Improved cycle time
• Enhanced accuracy
• Reduced costs
• Identification and utilization of key performance indicators (KPIs) for continuous
improvement of processes
As a result, the City is seeking the services of a qualified consultant to evaluate its current
procure-to-pay environment, workflows, processes, and utilization of the J.D. Edwards system.
The selected consultant will then identify recommendations for improvement, including process
changes, enhancements to the existing system, and the use of available third-party point
solutions. The consultant will develop a business case and cost estimates for each
recommended enhancement or investment.
A.2 Our Approach to Project Management
In order to ensure that project objectives are met and initiation and completion of project work
are conducted in a timely manner, each BerryDunn project is led by an experienced project
manager who understands project management best practices. Our Consulting Group employs
project management best practices from PMI’s Project Management Body of Knowledge
(PMBOK), Version 5. Our approach to project management incorporates proven process
methodologies with people management, good judgment, and the interpersonal skills of the
Project Manager.
We offer a comprehensive approach to leading organizations through the entire workflow review
process. Our approach involves City staff throughout the process and offers multiple
opportunities for staff to review the findings and add, modify, or change the supporting
documentation to ensure that the process and the end product specifically address the City’s
needs.
BerryDunn | Section A - Executive Summary 3
As objective consultants, we believe that our project approach is an important vehicle to build
awareness among project participants. We strive to be flexible when it comes to development
and execution of an effective project plan. BerryDunn employs a collaborative approach that
involves input from key stakeholders at all levels of the organization and promotes buy-in and
support for the future system. Further, our project management approach focuses on being
proactive, as doing so will enable us mitigate risks prior to them becoming issues that impact
the project. We understand that no two projects are exactly alike; we believe that one of the
primary reasons we have been successful with similar projects is our willingness to be flexible in
adapting to our clients’ unique needs.
Our Project Management Toolkit
As part of our project management approach, we use software that is familiar to most users.
Our standard toolset includes the following tools and technology and assists us with avoiding
unnecessary delays, enhancing productivity, promoting collaboration with City stakeholders, and
minimizing barriers to participation:
• Microsoft SharePoint (Web-based Project Management solution): BerryDunn has
established BerryDunn KnowledgeLink, a customized Microsoft SharePoint tool, to
secure and share project documentation and facilitate secure online communication and
collaboration with City stakeholders. This application has the ability to maintain online
project calendars, lists of project team members, and contact information. In addition, it
serves as a repository for documents created throughout the engagement. After the
City’s work with BerryDunn is concluded, the City may retain access to the site that we
will set up to manage this project, providing a way to easily transfer knowledge and
project records from BerryDunn to the City.
• Microsoft Word and Excel: Most of our deliverables are initially developed using these
common software applications.
• Adobe Acrobat: We will provide final documents in Adobe PDF format, which allows
documents to be easily shared with project stakeholders without the concern that they
might be altered. This transferable file format allows clients to access and read the
deliverable documents without having to license specific Microsoft software products.
• Microsoft Project: We use Microsoft Project to develop and maintain project schedules.
Where licensing constraints present a barrier, BerryDunn can easily provide an
alternative format, such as PDF, for ease of client access. In addition, our proposed
Project Manager is familiar with Microsoft Project and its use to manage engagements.
• Microsoft PowerPoint: We use PowerPoint primarily for communicating key information
during presentations and training sessions. In addition to displaying the PowerPoint
presentation on a display screen, we provide hand-outs to participants.
BerryDunn | Section A - Executive Summary 4
• Microsoft Visio: We use Visio for the development of flowcharts, organization charts,
and business process diagrams. We typically provide clients with final versions in both
Visio and PDF formats.
• Teleconference Bridge, Videoconference, and Recording: BerryDunn provides
teleconference and videoconference technology, which allows multiple callers to
participate in teleconferences and multi-point videoconferences.
A.3 Detailed Work Plan
On the following pages, we have provided a detailed work plan for accomplishing all phases and
tasks requested by the City. This work plan was developed to align with the expectations
described in the Scope of Work presented in the City’s RFP.
Overall Project Management
1. Conduct initial project planning. BerryDunn’s project team will conduct an initial project
planning teleconference with the City to review our proposed Plan of Services and
Schedule, clarify goals and objectives, identify known project constraints, and refine dates
and/or tasks as appropriate. During this time, we will help the City define the appropriate
scope of the project, differentiating between what is necessary for project success as
opposed to what is desired. As part of this meeting, we will discuss our approach for
managing communications between BerryDunn and the City, as well as our approach to
scope, risks, and resource management.
We will request names and contact information for City employees who will be involved in
the project in order to schedule a project kickoff meeting and initial on-site interview
sessions. We will also request the assistance of City staff to coordinate on-site meeting
space, assist in scheduling interviews, facilitate the process of circulating deliverable
documents for review, and assist in identifying appropriate employees to interview from key
user groups.
2. Develop draft Project Management Documents. Based on our initial discussions, we will
develop a draft Project Work Plan, Project Stakeholder Register, and Project Schedule for
distribution to City Project Management Team members detailing the scope of work to be
performed, phases of City involvement and staff participation, and work schedule. These
documents will reflect the tasks, milestones, and timelines discussed during initial project
planning. The Project Management Documents will also include template to be used
throughout the project (e.g., Deliverable Acceptance Form).
After providing draft versions of these materials in advance, BerryDunn will then facilitate an
on-site work session to review the drafts and solicit feedback from the City. This feedback
will be incorporated into the document, which will then be distributed to the City in final.
BerryDunn | Section A - Executive Summary 5
Deliverable: D1. Project Management Documents
Phase 1: Current Environment Assessment
3. Request and review existing documentation. Prior to conducting our on-site work, we will
provide the City Project Management Team with an Information Request Sheet to request
available documentation that will be helpful to us during the project (e.g., organizational
charts, documentation on existing systems, and requirements). We respectfully request that
the City provide the requested information prior to the project kickoff meeting and interviews,
as reviewing available information in advance of our on-site work will enable us to be more
efficient, become more knowledgeable of the current environment, and make best use of
City personnel’s time.
4. Facilitate project kickoff meeting. We will conduct an on-site project kickoff meeting with
City leadership and all project stakeholders. This will serve as an opportunity to introduce
project team members, discuss the City’s goals for this project, present our project approach
and methodology, review the schedule of key project dates, and answer questions.
5. Conduct on-site current environment fact-finding meetings. Following the project kickoff
meeting, we will conduct on-site fact-finding meetings with City staff from the departments
involved in the procure-to-pay workflow process. The purpose of these meetings is to
review, evaluate, and document the City’s existing process including the inputs, outputs, and
technology in place. Where appropriate, our team will observe staff conducting business
process routines within City offices.
We anticipate these fact-finding interviews will take place over three days, with three
BerryDunn consultants conducting the meetings in teams. When necessary, the BerryDunn
teams will accommodate unanticipated scheduling challenges of City personnel to make the
best use of on-site time. Last-minute changes often alter the schedule for key stakeholders.
Our approach is to always do what we can to accommodate such needs, to ensure that the
project is progressing in as efficient a manner as possible.
6. Develop draft Current Environmental Needs Assessment Report. Drawing on the
information gathered through our review of documentation and on-site fact-finding sessions,
we will then prepare the Current Environment Needs Assessment Report to guide the
Future State Planning Work Sessions. The purpose of the Report is to document preliminary
findings and serve as a tool to build consensus for the future direction with City
stakeholders. The report will include, at a minimum:
• High level summary of current environment, including overview flowcharts
• Summary of current procure-to-pay processes, including their consistency across
departments
BerryDunn | Section A - Executive Summary 6
• Primary challenges and areas for improvement
• Business process change opportunities
• Organizational change readiness impacts
• Applicable options, decisions points, and associated pros and cons
We will provide a draft of the Current Environment Needs Assessment Report to the City for
review and conduct a teleconference to explain our findings and gain initial feedback. Our
intent is to focus on capturing items that may need clarification or correction only at this time.
We will then revise the Report and update to final.
Deliverable: D2. Current Environment Needs Assessment Report
7. Develop Future State Planning Memo. Following the City’s confirmation of the findings in
the Current Environment Needs Assessment Report, we will prepare a Future State
Planning Memo to detail the ideal future state of the City’s procure-to-pay workflows,
including the potential for increased efficiency that may result from improved or expanded
use of the J.D. Edwards system, implementation of a third-party solution, or business
process improvements. For each recommended alternative, we will include a detailed
estimate of savings that the City can expect when compared to baseline cost in time and
money.
We will provide a draft of the Future State Planning Memo to the City for review and conduct
a teleconference to explain our findings and gain initial feedback. Our intent is to focus on
capturing items that may need clarification or correction only at this time. We will then revise
the Report and update to final.
Deliverable: D3. Future State Planning Memo
8. Conduct research related to expanded J.D. Edwards functionality. Following the
confirmation of the Future State Planning Memo, we will conduct a teleconference with the
Project Team to confirm our approach to researching alternatives for the future state. This
research may include outreach to third-party vendors, J.D. Edwards, and current users of
J.D. Edwards. The focus of the research will be to understand how other organizations are
addressing the challenges documented in the Current Environment Needs Assessment
Report.
9. Develop Action Plan Report. We will summarize the findings of our research in a single
Action Plan Report. It will include, at a minimum:
• A summary of the current environment
• Strategic opportunities for improvement, both through adoption of best practices as
well as through use of technology
BerryDunn | Section A - Executive Summary 7
• Identification of current functional and technical needs, both met and unmet by the
existing system
• A summary of available JDE functionality and cost, including findings of peer
research
• Budgetary estimates for any recommended third-party solution alternatives
• A timeline for implementation of recommendations
• An estimate of savings to be realized through technology investments and/or process
improvement
We will provide a draft of the Action Plan Report to the City’s Project Team and conduct an
on-site review to explain our findings and gain feedback. We believe it is important to obtain
the City’s validation and approval of these findings, as they will inform its progress toward its
ideal procure-to-pay environment. We will then revise the Report and update to final.
Deliverable: D4. Action Plan Report
10. Prepare and deliver presentation of Action Plan Report. Following the Project Team’s
approval of the Action Plan Report, our team will develop a summary presentation of our
findings for an intended audience of procure-to-pay process stakeholders, as identified by
the Project Team. We will include time for the Project Team to provide context for the
engagement, as well as time for questions from the audience.
Deliverable: D5. Action Plan Presentation
BerryDunn | Section A - Executive Summary 8
Section B – Qualifications & Experience
B.1 Primary Contact Information
As requested in the City’s RFP, we have provided contact information for the lead consultants
assigned to this project, as follows:
Chad Snow, Principal
Telephone: (207) 541-2294
Email: csnow@berrydunn.com
Seth Hedstrom, Manager
Telephone: (207) 541-2212
Email: shedstrom@berrydunn.com
B.2 Qualifications of the Firm
Firm Overview
BerryDunn is a Management and Information Technology Consulting and Certified Public
Accounting firm headquartered in Maine and serving clients nationally. We were formed in 1974
with nine professionals and have experienced sustained growth throughout our 41-year history.
Today, BerryDunn employs approximately 280 personnel, with office locations in Maine,
Massachusetts, New Hampshire, and West Virginia, and satellite offices in Arizona and
Minnesota. We provide a full range of services, including IT consulting; management consulting;
and audit, accounting, and tax services.
For five years running, BerryDunn has achieved the INSIDE Public
Accounting (IPA) Top 100 Firms designation and was named as a Fastest-
Growing Firm in the annual IPA 100 rankings. BerryDunn was also named
as the Best CPA Firm for Women by the American Society of Women
Accountants (ASWA) and the American Woman’s Society of Certified Public
Accountants (AWSCPA).
We believe that these commendations, combined with our
continued growth during challenging economic times, speak to the
valued services and expertise we bring to our clients, as well as
the quality and integrity of our firm culture.
BerryDunn’s Government Consulting Group has been providing management and information
technology consulting services to clients in local government since 1986. We maintain a
national presence, and have worked with more than 250 local and state agencies throughout
the country. We have extensive experience assisting municipal clients throughout the project
lifecycle of workflow assessment and system selection - from evaluating current business
processes and needs to recommending business process changes, developing RFPs, assisting
BerryDunn | Section B – Qualifications & Experience 9
with procurement and contract negotiations, and providing independent consulting to assist in
system implementations.
Our dedicated Local Government Consulting Practice Area is committed to understanding
municipal and county government operations, as well as the systems and business processes
that are required to provide necessary services to their internal departments and the
constituents they serve. We participate in several industry groups and associations, including
the following:
• Alliance for Innovation
• American Institute of Certified Public Accountants (AICPA)
• American Water Works Association (AWWA)
• Association of School Business Officials (ASBO)
• Government Finance Officers Association (GFOA)
• International Association of Assessing Officers (IAAO)
• International City/County Managers Association (ICMA)
• National Association of Counties (NACo)
• National Recreation and Park Association (NRPA)
• Urban and Regional Information Systems Association (URISA)
Our participation in these groups helps us to stay abreast of current topics and issues affecting
our clients.
BerryDunn is an independent consulting firm.
We do not develop or sell software, nor do we partner with system vendors
that could impair our objectivity. This allows us to provide objective services
and recommendations that are in the best interest of City of Fort Collins.
Our Approach to Staffing
BerryDunn’s proposed team members were selected as a reflection of the City’s particular
project needs and objectives. After reviewing the City’s RFP, we believe that our team’s
proficiencies in the following areas are of greatest importance to the City in providing the
services it has requested:
• Project Management
• Governmental Accounting Standards, Internal Controls, and Financial Best Practices
• Adaptability and Responsiveness to Changing Project Needs
BerryDunn | Section B – Qualifications & Experience 10
In the following pages, we have provided a detailed account of our team members’ qualifications
in each of these areas.
Project Management
We have adopted Project Management Institute (PMI) best practices for all of our consulting
engagements, based on the Project Management Book of Knowledge (PMBOK), version 5.
Several members of our proposed project team are Project Management Professionals (PMP)
and Certified Associates in Project Management (CAPM), designations of the Project
Management Institute (PMI). We apply proven project management principles as set forth in the
PMBOK and scale them to meet the needs of each engagement.
Our approach is to lead the City through the full ERP system selection lifecycle, from the
definition of requirements to the development of an RFP, evaluation of proposals, facilitation of
vendor demonstrations, and negotiation of a contact. We follow a structured and collaborative
process with multiple opportunities for stakeholders to offer input and confirm our findings. We
have found that this results in greater buy-in and support for the future system, as well as an
end product that fully and specifically addresses the City’s needs.
Governmental Accounting Standards, Internal Controls, and Financial Best Practices
Within BerryDunn’s Consulting Group, we have a dedicated Government Consulting Group;
since its inception, the group has worked with over 250 state and local government agencies.
Our focus in working with these institutions means that we are committed to understanding
government operations, as well as the accounting standards and regulations to which they are
subject. Further supporting our team members, our firm includes Accounting and Auditing
Groups. This not only means that our Consulting team frequently collaborates with members
from these other groups on projects for government clients, but also that the BerryDunn team
has extensive access to Certified Public Accountants (CPAs) knowledgeable about current
accounting standards and serve as a ready source of expertise.
BerryDunn has proposed a team that offers extensive knowledge of internal controls and
financial best practices for public sector organizations. We participate in several industry
groups/associations, including the Alliance for Innovation, the International City/County
Managers Association (ICMA), the National Association of Counties (NACo), the American
Water Works Association (AWWA), Urban and Regional Information Systems Association
(URISA), the International Association of Assessing Officers (IAAO), and the Government
Finance Officers Association (GFOA). Our participation in these groups helps us to stay abreast
of current topics and issues affecting our clients, including issues relating to internal controls.
Adaptability and Responsiveness to Changing Project Needs
BerryDunn has conducted many public sector engagements similar in size and scope to the
services requested by the City. We understand the importance of applying a structured
BerryDunn | Section B – Qualifications & Experience 11
methodology to a project of this magnitude. However, we pride ourselves on being flexible and
adaptable to the unique needs of each client. Our experienced team will work with the City
during initial project planning to customize our approach and work plan to the resources and
constraints of City of Fort Collins. Throughout the project, we will work collaboratively with the
City to adjust the work plan as priorities and circumstances shift. Every member of our proposed
project team has experience in effectively adapting to change over the course of multi-year
projects in order to ensure their success.
Our 80-person Government Consulting Group is comprised of experienced management and IT
professionals with a wide range of backgrounds, including a former Municipal IT Director, CIO,
and government budget, IT, and procurement staff. If the City’s project requires, we may call
upon consultants with specific expertise in areas such as IT assurance, information security,
financial risk control, health and human services, regulatory compliance, benefits administration,
utilities, community development, and government procurement.
We encourage the City to speak with our prior client references regarding our adaptable
approach and strategic use of our firm’s subject matter expertise.
Proposed Project Team and Structure
A team of professionals from BerryDunn’s Government Consulting Group will be responsible for
providing the proposed ERP system consulting services to the City. Our proposed team,
introduced in Table 1, offers experience in public sector system evaluation, planning,
procurement, and implementation; facilitation of workgroups comprised of personnel from
across all departments; and demonstrated written and verbal communication skills. Moreover,
we have made every effort to assemble team members with sufficient availability to
complete the work plan in a timely and high-quality manner.
Table 1: Overview of Team Member Responsibilities
Project Role/Name/Title Responsibilities and Experience
Project Leadership
Project Principal
Chad Snow, PMP, CFE
Principal
As Project Principal, Chad will have overall responsibility for the
services provided to the City, ensuring that the City’s project
goals and objectives for the project are met.
Chad has more than 18 years of experience working with local
government agencies and extensive experience assisting
government clients with project management, technology
planning, business process improvement, system
implementation and design, and Enterprise Resource Planning
(ERP) systems.
Prior to joining BerryDunn in 2006, Chad worked for an ERP
system vendor, where he provided in-depth demonstrations on
ERP, revenue, and public safety applications to prospective
BerryDunn | Section B – Qualifications & Experience 12
Project Role/Name/Title Responsibilities and Experience
government clients. He also served as a Police Officer for the
City of Saco, Maine, for ten years.
Project Manager
Seth Hedstrom, PMP
Manager
Seth will serve as the Project Manager for this engagement. In
this role, he will act as primary liaison with the City and be
responsible for maintaining a constructive and clear line of
communication between the City staff and BerryDunn. In
addition, he will monitor the progress of the project, track the
initiation and completion of tasks and milestones, facilitate our
on-site meetings and information gathering activities, and lead
the development of project deliverables.
Seth focuses on assisting public sector clients with technology
planning, organizational needs assessments, system planning
and procurement, and the implementation of enterprise-wide
information systems.
Lead Business Analyst
Ryan Doil, MBA
Senior Consultant
Ryan is a Senior Consultant in BerryDunn’s Government
Consulting Group. As Lead Business Analyst, he will support
the project manager in the facilitation of on-site meetings, the
preparation of status reports, and ensuring the timely
completion of all project deliverables.
Ryan brings five years of experience working in the public
sector in facilities and procurement management. Through this
work, Ryan offers a valuable perspective on the effective
oversight of complex, multi-organizational government
information systems management, procurement processes and
compliance, and organizational change.
Business Analysts
Adam Bates, MBA, CAPM
Consultant
Adam is a Consultant in BerryDunn’s Government Consulting
Group who will serve as a Business Analyst to meet specific
project needs such as research and fact finding, facilitation of
meetings with City personnel, and development of project
deliverables.
Adam is a consultant in BerryDunn’s Government Consulting
Group with experience as a business analyst for several
projects serving municipal clients. He has contributed to these
projects on a variety of levels, including analysis, workflow
management, and project deliverable development.
Additional BerryDunn Resources BerryDunn’s team will also include Consultant(s) and/or Senior
Consultant(s) from BerryDunn’s Government Consulting Group,
made up of over 80 personnel. These resources will support the
Project Team with efforts relating to fact-finding, research, and
deliverable development as Business Analyst(s).
BerryDunn | Section B – Qualifications & Experience 13
We have provided an organizational chart that outlines the reporting structure of our proposed
project team, as well as our interaction with the City’s chosen project manager, in Figure 1.
Seth Hedstrom, PMP
BerryDunn Project Manager
City of Fort Collins Project
Manager
In addition to the proposed
core team members, we will
draw upon the expertise of
analysts and administrative
resources from our
consulting group to meet
project needs.
Ryan Doil, MBA
Lead Business Analyst
Adam Bates, MBA, CAPM
Business Analyst
Additional BerryDunn Resources
Chad Snow, PMP, CFE
BerryDunn Project Principal
Figure 1: Proposed Project Team Structure
Team Member Resumes
On the following pages, we have provided detailed resumes for our proposed team members
that provide a summary of their most relevant experience, as well as their roles in prior and
ongoing public sector business process and systems consulting projects.
BerryDunn | Section B – Qualifications & Experience 14
CHAD SNOW PRINCIPAL PMP, CFE
Portland, Maine Office
Education
BA, Criminology, University of Southern
Maine
AS, Law Enforcement Technology,
Southern Maine Technical College
Certifications
Certified Fraud Examiner (CFE),
Association of Certified Fraud Examiners
Project Management Professional (PMP),
Project Management Institute
Professional Affiliations
Associate Member, Government Finance
Officers Association (GFOA)
Associate Member, International
City/County Managers Association (ICMA)
Qualifications & Experience
Project Management: Chad has extensive
experience in managing the planning, selection,
and implementation of a variety of ERP systems
for over 20 clients across the country, as well as a
number of business process improvement,
information technology strategic planning, and
organizational analysis projects. His expertise
informs and guides his team’s project
management, issue/risk management, change
management, and communication management
methodologies.
Prior Organizational Experience
Tyler Technologies, MUNIS Division
Chad’s Key Clients
The following list is a representative sample of BerryDunn clients Chad has assisted with IT and
management consulting engagements.
Hillsborough County, Florida
City of Tucson, Arizona
City of Goodyear, Arizona
City of Surprise, Arizona
City of Pearland, Texas
City of Midland, Texas
City of Mesquite, Texas
City of College Station, Texas
Tampa Port Authority
City of West Jordan, Utah
City of South Jordan, Utah
City of Louisville, Colorado
City of Alexandria, Virginia
City of Rapid City, South Dakota
City of Cambridge, Massachusetts
City of Bloomington, Minnesota
BerryDunn | Section B – Qualifications & Experience 15
SETH HEDSTROM MANAGER PMP
Phoenix, Arizona Office
Education
BS, Business
Management, Babson
College
Certifications
Project Management
Professional (PMP),
Project Management
Institute
Six Sigma Green Belt
Certified
Professional Affiliations
Associate Member,
Government Finance
Officers Association
(GFOA)
Qualifications & Experience
Project Management: Seth has managed system selection and
IT strategic planning projects for some of BerryDunn’s largest local
government clients. He is currently serving as Project Manager for
the City of Goodyear’s implementation of SAP, acting on the City’s
behalf to track project milestones, monitor open issues, review
vendor deliverables, and oversee User Acceptance Testing (UAT)
and system training.
Business Process Improvement: Seth has provided business
process improvement services to many of BerryDunn’s clients,
either as a stand-alone engagement or as part of an enterprise
system selection. His experience includes the documenting as-is
business processes, benchmarking processes with similar
organizations, introducing industry best practices, and developing
to-be business process recommendations.
Seth’s Key Clients
The following list is a representative sample of BerryDunn clients Seth has assisted with IT and
management consulting engagements.
City of Goodyear, Arizona
City of Surprise, Arizona
City of Midland, Texas
City of Mesquite, Texas
City of College Station, Texas
City of South Jordan, Utah
City of Bismarck, North Dakota
City of Sioux Falls, South Dakota
City of Bloomington, Minnesota
Lake County, Illinois
BerryDunn | Section B – Qualifications & Experience 16
RYAN DOIL SENIOR CONSULTANT MBA
Portland, Maine, Office
Education
MBA, University of
Southern Maine
BA, Political
Science and
History, University
of Vermont
Qualifications and Experience
Public Sector Procurement: During his time with the United States
District Court of Maine, Ryan served as the Court’s facilities and
procurement specialist. Ryan is the project manager for a current
BerryDunn engagement with Santa Fe, NM to assist the City with the
selection of an ERP system.
Business Process Improvement: Ryan has provided business process
reviews services to a number of BerryDunn clients, including an
engagement to provide Albemarle County with comprehensive review
services for employee records management, pay change and additions
processes, payroll processes, and compensation and benefits processes.
This project involved facilitating fact-finding meetings with staff from
various County departments; the identification of challenges and areas for
improvement in current policies, procedures, and systems; and the
development of a Current Environment Assessment Report.
Prior Organizational Experience
United States District Court, District of Maine
Ryan’s Key Clients
The following list is a representative sample of BerryDunn clients Ryan has assisted with IT and
management consulting engagements.
City of Santa Fe, New Mexico
City of Tucson, Arizona
City of Goodyear, Arizona
City of Surprise, Arizona
City of Mesquite, Texas
City of Pearland, Texas
ecomaine, Portland, Maine
Albemarle County, Virginia
Washtenaw County, Michigan
Minnehaha County, South Dakota
City of La Vista, Nebraska
BerryDunn | Section B – Qualifications & Experience 17
ADAM BATES CONSULTANT MBA, CAPM
Portland, Maine, Office
Education
MBA, University of
Maine
BA, Business
Administration, Political
Science and History,
University of Maine
Certifications
Certified Associate in
Project Management
(CAPM), Project
Management Institute
Qualifications and Experience
Business Process Documentation: Adam has provided
business process review, mapping, and documentation services
for a number of BerryDunn’s local clients, including fact-finding
activities to understand the current environment.
Prior Organizational Experience
The First Bancorp Inc.
Eastern Maine Healthcare Systems
Delhaize America
Adam’s Key Clients
The following list is a representative sample of BerryDunn clients Adam has assisted with IT and
management consulting engagements.
City of Tucson, Arizona
City of Surprise, Arizona
City of Goodyear, Arizona
City of Pearland, Texas
City of Mesquite, Texas
City of La Vista, Nebraska
City of South Jordan, Utah
City of Waynesboro, Virginia
City of Manassas, Virginia
City of Alexandria, Virginia
BerryDunn | Section B – Qualifications & Experience 18
B.3 Relevant Experience
Workflow Analysis Experience
We regularly work with clients that are looking for ways to improve the effectiveness and
efficiency of the services they provide by assessing current processes, systems, and
organizational structure to identify opportunities to strengthen and streamline the way that work
is done. Our experience includes several reviews of clients’ procurement functions and
business processes, both as stand-alone projects and in conjunction with helping clients to
plan for and procure new Enterprise Resource Planning (ERP) systems. Examples of our
process review consulting engagements are highlighted in Table 2.
Table 2: Representative BerryDunn Process Review Consulting Engagements
Client Project Details
Albemarle County, Virginia Human Resources and Payroll Business Process Review
Arlington Public Schools ERP system planning (including analysis of purchasing processes and
development of process improvement recommendations)
Cities of Lewiston & Auburn,
Maine
IT Consolidation Assessment
City of Fairfax, Virginia Financial workflow analysis and business process assessment
City of Harrisonburg, Virginia Development of workflow diagrams of critical City business processes
(including payroll, purchasing, and budgeting)
City of Mesquite, Texas ERP system planning (including analysis of purchasing processes and
development of process improvement recommendations)
City of Newport News, Virginia ERP system planning (including analysis of purchasing processes and
development of process improvement recommendations)
City of Richmond, Virginia ERP system planning (including analysis of purchasing processes and
development of process improvement recommendations)
City of Sioux Falls, South
Dakota
ERP system planning (including analysis of purchasing processes and
development of process improvement recommendations)
Louisiana Department of Health
& Hospitals
Procurement services assessment
Maine Bureau of Accounts and
Controls
Business process assessment
Maine Bureau of Rehabilitation
Services
Analysis of fiscal and administrative systems and processes
Maine Department of
Environmental Protection
Process review of Drinking Water and Plumbing programs
BerryDunn | Section B – Qualifications & Experience 19
Client Project Details
Maine Department of
Transportation
Business process analysis and redesign
Maine Office of Information
Technology
HR business process workflow analysis
Maine Office of the State
Controller
Independent assessment of IT services billing processes
Maine Workers Compensation
Board
Process and board governance structure review
Tampa Port Authority ERP system planning (including analysis of purchasing processes and
development of process improvement recommendations)
Town of Leesburg, Virginia Payroll process review
West Virginia Bureau for
Medical Services
Purchasing process review and re-design
Systems Consulting Experience
BerryDunn has extensive experience in providing a variety of systems consulting services to
clients similar in size and complexity to the City. In Table 3 on the following page, we have
included a summary of public sector systems consulting projects our firm has assisted with, all
of which included an aspect of business process review and improvement. We have also
provided population data and the clients’ legacy systems in order to offer additional context
regarding our experience.
BerryDunn | Section B – Qualifications & Experience 20
Table 3: BerryDunn’s Recent Public Sector System Selection Consulting Clients
Services Included:
Client
(Population) Project Description and Legacy System
Requirements
Gathering
RFP
Development
Evaluation
Criteria
Development
Software
Selection
Assistance
Contract
Negotiation
Assistance
Hillsborough County,
Florida
(1,234,000)
Procurement Assistance for Human
Resources and Payroll System
Legacy System: Non-integrated customized
systems
Lake County, Illinois
(700,000)
Community Development Needs
Assessment and System Selection
Consulting
Legacy System: Infor Hansen
City of Tucson,
Arizona
(525,000)
Community Development Needs
Assessment and System Selection
Consulting
Legacy System: Accela Permits Plus
Washtenaw County,
Michigan
(350,000)
ERP System Selection Consulting
Legacy System: Oracle J.D. Edwards
City of Richmond,
Virginia
(204,000)
Financial/ERP Systems Planning and
Organizational Readiness Assessment and
Procurement Consulting
Legacy System: CGI
Sussex County,
Delaware
(200,000)
ERP Needs Assessment, Business Process
Mapping, and System Selection Consulting
Legacy System: Oracle J.D. Edwards
Services Included:
Client
(Population) Project Description and Legacy System
Requirements
Gathering
RFP
Development
Evaluation
Criteria
Development
Software
Selection
Assistance
Contract
Negotiation
Assistance
City of Newport
News, Virginia
(193,000)
ERP “Make-or-Buy” Analysis and RFP
Development
Legacy System: Non-integrated customized
systems
Minnehaha County,
South Dakota
(183,000)
ERP Needs Assessment and Action
Planning
Legacy System: Non-integrated systems
Scott County, Iowa
(166,000)
ERP System Selection Consulting and
Implementation Oversight
Legacy System: Platinum
City of Sioux Falls,
South Dakota
(158,000)
ERP System Selection Consulting and
Implementation Oversight
Legacy System: SunGard HTE
City of Alexandria,
Virginia
(150,000)
Land Management and Permitting System
Selection Consulting
Legacy System: Tidemark Advantage
(Accela)
City of Mesquite,
Texas
(134,000)
ERP System Selection Consulting and
Implementation Project Management
Legacy System: Performance
City of Surprise,
Services Included:
Client
(Population) Project Description and Legacy System
Requirements
Gathering
RFP
Development
Evaluation
Criteria
Development
Software
Selection
Assistance
Contract
Negotiation
Assistance
City of Midland,
Texas
(119,000)
ERP System Selection Consulting
Legacy System: CGI
City of West Jordan,
Utah
(108,000)
ERP System Selection Consulting
Legacy System: SunGard Pentamation
City of Pearland,
Texas
(96,000)
ERP Needs Assessment and System
Selection Consulting
Legacy System: SunGard HTE
City of College
Station, Texas
(95,000)
ERP Needs Assessment, Business Case
Development, and System Selection
Consulting
Legacy System: SunGard HTE
City of Bloomington,
Minnesota
(86,000)
ERP Needs Assessment, Business Case
Development, and System Selection
Consulting
Legacy System: SunGard HTE
City of Goodyear,
Arizona
(70,000)
ERP System Selection Consulting
Legacy System: SunGard HTE
City of Santa Fe,
New Mexico
(70,000)
Services Included:
Client
(Population) Project Description and Legacy System
Requirements
Gathering
RFP
Development
Evaluation
Criteria
Development
Software
Selection
Assistance
Contract
Negotiation
Assistance
City of Medicine Hat,
Alberta
(61,000)
ERP System Selection Consulting
Legacy System: Oracle J.D. Edwards
City of South Jordan,
Utah
(59,000)
ERP System Selection Consulting
Legacy System: MS Great Plains
City of Portage,
Michigan
(47,000)
Independent Assessment of Citywide HR
and Payroll Systems
Legacy System: SunGard HTE
Town of Leesburg,
Virginia
(41,000)
ERP System Planning and System Selection
Consulting
Payroll and HR Analysis and Workflow
Diagramming
Legacy System: SunGard HTE and ACS
City of Manassas,
Virginia
(37,000)
ERP System Selection Consulting
Legacy System: SunGard HTE and Daffron
CIS
City of Prior Lake,
Minnesota
(23,000)
ERP Needs Assessment, Business Case
Development, and System Selection
Consulting
Legacy System: UST Financials
BerryDunn | Section B – Qualifications & Experience 24
Services Included:
Client
(Population) Project Description and Legacy System
Requirements
Gathering
RFP
Development
Evaluation
Criteria
Development
Software
Selection
Assistance
Contract
Negotiation
Assistance
Town of Herndon,
Virginia
(22,000)
ERP System Selection Consulting
Legacy System: SunGard HTE
New Kent County,
Virginia
(18,000)
ERP Needs Assessment, Action Plan,
Requirements Development
Legacy System: Bright and Associates
(BAI)
Arlington Public
Schools (Virginia)
ERP Needs Assessment
Legacy System: Oracle E-Business Suite
Tampa Port Authority
(Florida)
ERP Needs Assessment and Procurement
Oversight
Legacy System: Sage
BerryDunn | Section B – Qualifications & Experience 25
J.D. Edwards System Experience
BerryDunn has evaluated J.D. Edwards as part of several systems planning projects with public sector clients. We also provided
ERP replacement consulting services to Sussex County, Delaware, which was originally a J.D. Edwards client. BerryDunn is
currently providing ERP replacement consulting services to Washtenaw County, Michigan, a J.D. Edwards user.
B.4 References
In order to further demonstrate BerryDunn’s relevant experience and the quality of our past work in the area of business process
review and system consulting, we have provided contact information and project descriptions for three previous client references who
can speak to our expertise, proven methodology, and effective project communications. These references, presented in Table 4, are
for consulting projects that are similar in scope to the services requested by the City and performed within the past five years.
Table 4: BerryDunn Prior Client References
Client Work Performed Contact Person
City of South Jordan, Utah BerryDunn partnered with the City of South
Jordan to assist with planning for the replacement
of their Microsoft Great Plains financial system. As
part of the project, BerryDunn assisted the City
with an analysis of the current financial process
including their end-to-end procurement process.
Mr. Sunil K. Naidu
Director of Finance
1800 W. Towne Center Drive
South Jordan, Utah 84086
Telephone: (801) 253-5203, ext. 1262
Email: sjaidu@sjc.utah.gov
City of Mesquite, Texas BerryDunn partnered with the City of Mesquite to
conduct a Needs Assessment for an ERP system
and subsequently assist with the selection of this
system. As part of the Needs Assessment, a
detailed review of the as-is procurement process
was conducted and BerryDunn assisted the City
with identifying areas for improvement. These
included areas to implement policy, business
process, and technology changes.
Ms. Debbie Mol
Manager of Accounting Services
1515 North Galloway Avenue
Mesquite, Texas 75149
Telephone: (972) 216-6287
Email: dmol@cimesquite.tx.us
BerryDunn | Section B – Qualifications & Experience 26
Washtenaw County, Michigan BerryDunn partnered with Washtenaw County to
plan for the replacement of the County’s current
JD Edwards Enterprise One ERP solution. In this
process BerryDunn performed an in-depth review
of existing purchasing policy and procedure
manuals, facilitated interviews with staff that
manage the procurement process and those that
interact with it, and identified and documented
challenges and areas for improvement in the
current environment as it relates to the
procurement process.
Ms. Catherine Jones
Business Analyst
220 N. Main St.
Ann Arbor, MI 48107
Telephone: (734) 222-6739
Email: jonesca@ewashtenaw.org
BerryDunn | Section B – Qualifications & Experience 27
Section C - Cost Proposal
As requested by the City, we have provided our fixed, all-inclusive costs for performing its
requested services in Table 5. BerryDunn does not charge for time spent traveling, so these
costs are reflective only of the time our staff will spend on the City’s project. We will progress bill
the City on a monthly basis.
Our approach is based on providing 247 hours of service to the City. Based on our experience,
this is an appropriate level of service to complete the services requested by the City. As
requested, we have provided our estimated travel-related expenses as a separate project cost.
We will invoice the City only for the travel expenses incurred.
Table 5: Proposed Cost Breakdown by Project Phase
Project Phase Cost of
Staff Time
Expenses,
Including
Travel
Total Cost
Overall Project Management $5,285 $950 $6,235
Phase 1: ERP Needs Assessment $19,370 $3,490 $22,860
Phase 2: Assist the City in Developing an RFP for a
New ERP System
$7,175 $1,290 $8,465
Phase 3: Assist the City RFP Evaluation Process $10,520 $1,895 $12,415
Project Total $42,350 $7,625 $49,975
As requested by the City, we have provided estimated project hours for each proposed team
member in Table 6.
Table 6: Team Member Estimated Hours
Team Member Hours
Chad Snow, PMP, CFE 5
Seth Hedstrom, PMP 80
Ryan Doil, MBA 81
Adam Bates, MBA, CAPM 81
BerryDunn | Section C - Cost Proposal 28
ERP System Selection Consulting
Legacy System: J.D. Edwards
EnterpriseOne (Oracle)
BerryDunn | Section B – Qualifications & Experience 23
Arizona
(121,000)
ERP System Selection Consulting
Legacy System: Mitchell Humphries FMS
and Vista PDS
BerryDunn | Section B – Qualifications & Experience 22
BerryDunn | Section B – Qualifications & Experience 21