Valley Clean Energy- REQUEST FOR PROPOSALS FOR ENTERPRISE RESOURCE PLANNING (ERP) SOFTWARE, IMPLEMENTATION, AND SUPPORT SERVICES

Valley Clean Energy (VCE) is a Community Choice Aggregator (CCA) that serves electricity customers in the cities of Woodland, Davis, Winters, and the unincorporated areas of Yolo County. VCE offers choice in the electric utility market; empowers local control of electricity procurement decisions; reduces the carbon footprint associated with electricity service; and helps support the growth of local energy projects. VCE is governed by an eight-member Board of Directors, two each from the Woodland City Council, Davis City Council, Winters City Council, and the Yolo County Board of Supervisors. As a community-governed entity, VCE gives customers access to the people who make the rate and service decisions: supervisors and council members whom they already know. The Board is advised by its eleven-member Community Advisory Committee. VCE manages an annual operating budget in excess of $60-$100 million in revenue and currently operates with a workforce of approximately eight (8) full-time employees and three (3) part-time employees, supplemented by specialized service providers and strategic operational partners. To support continued organizational growth and strengthen financial planning, reporting, budgeting, and operational efficiency, VCE seeks responses to this Request for Proposals (“RFP”) from qualified firms to implement a cloud-based Enterprise Resource Planning (ERP) solution and related professional services. The ERP platform will serve as a foundational financial management system that supports budget development, financial reporting, grants management, cash flow forecasting, workflow automation, and future expansion into additional business functions. The objectives of this project include: • Implement a modern, scalable ERP budgeting and financial management platform. • Improve financial transparency and reporting. • Reduce manual processes and spreadsheet dependency. • Support operating, capital, grant, and project budgeting. • Enhance cash flow forecasting and financial analytics. • Establish secure, auditable workflows and controls. • Create a platform that can expand to future ERP modules.