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File #: 2026-0623   
Type: Agenda Item Status: Passed
File created: 1/14/2026 In control: City Council
On agenda: 3/3/2026 Final action: 3/3/2026
Title: Utilization of a cooperative purchasing agreement with Government Finance Officers Association for consulting services in an amount not to exceed $233,000
Attachments: 1. FOR COUNCIL - Cooperative Purchasing Agreement for Business Process Review and Project Management Consulting Services - GFOA (ITS 260309), 2. Policy Exception Approval
Submitted By: Christopher Ramos
presenter
Presentation By: Christopher Ramos
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Department: Information Technology

FORMAL TITLE:
title
Utilization of a cooperative purchasing agreement with Government Finance Officers Association for consulting services in an amount not to exceed $233,000
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OCALA'S RELEVANT STRATEGIC GOALS:
Operational Excellence

PROOF OF PUBLICATION:
N/A

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BACKGROUND:
The Government Finance Officers Association (GFOA) is a nonprofit, vendor-neutral professional association that advances excellence in state and local government finance through best practices, training, research, and consulting.

Through its Research and Consulting Center, GFOA provides objective enterprise resource planning (ERP) advisory services centered on governance, business-process improvement, requirements definition, procurement support, and implementation oversight. ERP systems are integrated software platforms that support core administrative functions across multiple departments, typically including finance, budget, procurement, human resources, payroll, and time management.

Under the scope of consulting services to be provided, GFOA will evaluate how the City of Ocala's current administrative processes operate within the City's current ERP system (Tyler Technologies' Munis) and from that evaluation subsequently map "as-is" workflows and document "to-be" processes aligned to modern best practices. GFOA will then develop functional requirements and a needs assessment/action plan to ready the organization, and-if a new system is pursued-assist with scope development for a competitive solicitation, serve in an advisory capacity for review of vendor proposals as well as during contract negotiations to mitigate risk and ensure accountability.

Alternatively, should the City elect to retain Munis, GFOA can provide implementation advisory services to optimize existing processes, policies, and prerequisite readiness tasks.



FINDINGS AND CONCLUSIONS...

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