Item:
Title
Approval of RFP Award for Organizational Assessment Contract in Preparation for Upcoming Enterprise Resource Planning Implementation
Body
Date of BOCC Meeting: January 26, 2026
Request for Board Action:
Agenda Text
The Board is requested to authorize the County Manager to execute an agreement with Baker Tilly Advisory Group, LP, to conduct an Operational Assessment Study in preparation for the upcoming Enterprise Resource Planning implementation. The assessment will evaluate operational workflows and workforce capacity needed to support seamless operations while implementing a new Enterprise Resource Planning infrastructure. In addition, the evaluation will give recommendations for opportunities for process optimization, coordination improvements with a focus on the Finance and Information Service & Technology Departments.
The assessment will take a comprehensive approach, examining organizational structure and workforce capabilities in relation to operational demands and planned technology enhancements. Baker Tilly will review daily operations, workflows, and service delivery models to identify opportunities for enhanced operational efficiency and improved cross-departmental coordination.
Upon completion of the assessment, Baker Tilly will deliver formal reports detailing organizational and operational alignment observations. The reports will identify opportunities for process optimization and coordination improvements, address ERP readiness considerations and implementation sequencing, and provide a phased roadmap to support operational stability and guide future modernization efforts. This proactive assessment will position Durham County to make informed decisions as it embarks on this important technological transition.
Baker Tilly has specialization in evaluation of public sector operations. It is the 10th largest accounting firm in the United States with over 90 years of experience. The evaluation will occur over a six-month period, with the contract totaling $133,000.
Alignment with Strategic Plan: This item aligns with the Strategic Plan Goal: Financial Stewardship.
Resource Persons: Crystally Wright, Chief Financial Officer, and Greg Marrow, Chief Information Officer
County Manager’s Recommendation: The County Manager recommends that the Board authorize the County Manager to negotiate with the vendor and approve the contract following review by the County Attorney's Office. The $133,000 contract will be funded through existing Finance Department funds.
.Signature
County Manager: ____________________________