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File #: ID 24-580    Version: 1 Name:
Type: Action Item Status: Passed
File created: 4/18/2024 In control: City Council
On agenda: 5/23/2024 Final action: 5/23/2024
Title: Actions pertaining to Sherpa Government Solutions quote to upgrade the City of Fresno's Budget Formulation and Management (BFM) software application (Bid File No. 9635): 1. Approve the First and Second Amendments to the Sherpa Budget Formulation and Management License and Service Agreement for a two-year agreement, not to exceed a one-time cost of $34,000 in FY 2024 and $25,000 per year fee starting in FY 2025, not to exceed $50,000, for a total not to exceed $84,000. 2. Authorize the City Manager, or designee, to sign the First and Second Amendments to the Sherpa Budget Formulation and Management License and Service Agreement on behalf of the City.
Sponsors: Information Services Department, Budget and Management Studies Department
Attachments: 1. 24-580 Original Agreement, 2. 24-580 First Amendment to Agreement, 3. 24-580 Second Amendment to Agreement, 4. 24-580 Fresno Sherpa Quote
REPORT TO THE CITY COUNCIL


FROM: HENRY FIERRO, Budget Director
Budget and Management Studies Department

BRYON HORN, Chief Information Officer
Information Services Department

BY: SCOTT MOTSENBOCKER, Budget Manager
Budget and Management Studies Department

ERLYN NERI, Senior Budget Analyst
Budget and Management Studies Department


SUBJECT
Title
Actions pertaining to Sherpa Government Solutions quote to upgrade the City of Fresno's Budget Formulation and Management (BFM) software application (Bid File No. 9635):
1. Approve the First and Second Amendments to the Sherpa Budget Formulation and Management License and Service Agreement for a two-year agreement, not to exceed a one-time cost of $34,000 in FY 2024 and $25,000 per year fee starting in FY 2025, not to exceed $50,000, for a total not to exceed $84,000.
2. Authorize the City Manager, or designee, to sign the First and Second Amendments to the Sherpa Budget Formulation and Management License and Service Agreement on behalf of the City.

Body
RECOMMENDATION

Staff recommends that the City Council approve the First and Second Amendments to the Sherpa Budget Formulation and Management License and Service Agreement in the amount not to exceed $34,000 one-time cost in FY 2024 to re-implement the Budget Management and Formulation (BFM) budget software into a cloud-base environment; and, $25,000 per year for two years beginning FY 2025 for ongoing maintenance costs with Sherpa Government Solutions; and, authorize the City Manager, or designee, to sign the First and Second Amendments to the Sherpa BFM License and Service Agreement on behalf of the City.

EXECUTIVE SUMMARY

In FY 2024, the Budget and Management Studies Department facilitated a meeting between the Information Services Department (ISD) and Sherpa Government Solutions to discuss and confirm the necessary requirements associated with transitioning BFM from an on-site server to a cloud-based environment. ISD concl...

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