Clean Power Alliance of Southern California (CPA) is seeking qualified consulting services to support the modernization of its financial business processes. CPA is a Community Choice Aggregator established as a Joint Powers Authority comprising 38 local agencies across Los Angeles and Ventura Counties serving approximately three million residents through one million customer accounts.
The consulting engagement will focus on technological improvements related to accounting, budgeting, reporting, financial modeling, and analysis. CPA currently uses QuickBooks for general ledger and accounts receivable, Bill.com for accounts payable, and Paychex for payroll processing, with Excel used for other financial functions. The selected consultant will work with CPA's Project Team (comprised of a steering committee and subject matter experts) to evaluate current systems, document business process needs, and develop comprehensive improvement recommendations.
The scope encompasses three primary tasks: (1) performing a comprehensive needs assessment to evaluate and refine CPA's internal assessment of current and desired future financial business processes across 17 functional areas including accounts receivable/payable, general ledger, bank reconciliation, budgeting, financial reporting, compliance reporting, payment processing, payroll integration, purchasing, credit card reconciliation, settlements, fixed assets, cash flow, data integration, rate setting, electricity data, financial analysis, forecasting, and modeling; (2) creating a detailed action plan outlining implementation strategies for business process improvements, including identification of process improvements suitable for external software solutions versus internal team implementation, market assessment of available products, procurement and implementation sequencing, timelines, cost estimates, and risk mitigation strategies; and (3) providing comprehensive procurement support for identified software and implementation services, including development of scope of work documents and RFPs for an accounting ERP system and any additional third-party software solutions, vendor coordination, evaluation support, and contract negotiation assistance.
Work is to be performed entirely remotely with no on-site presence required. The term of services commences July 6, 2026, and continues through December 15, 2027. Key deliverable dates include Updated Needs Assessment by October 15, 2026; Action Plan by November 15, 2026; ERP scope of work and RFP documents by February 15, 2027; ERP contract finalization by June 30, 2027; additional software scope and RFP documents by July 15, 2027 (if applicable); and additional software contracts by December 15, 2027 (if applicable).