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Information Technology
<br />www.santa-ana.org/information-technology
<br />Item # 15
<br />City of Santa Ana
<br />20 Civic Center Plaza, Santa Ana, CA 92701
<br /> Staff Report
<br />May 16, 2023
<br />TOPIC: Approve and Amend Agreement with Infor (US) LLC for Financial System
<br />Maintenance, Services, and Software Licenses
<br />AGENDA TITLE
<br />Approve and Amend an Agreement with Infor (US) LLC For Lawson Financial System
<br />Maintenance, Services, and Software Licenses in an Amount not to Exceed
<br />$1,216,709.87 (Non-General Fund)
<br />RECOMMENDED ACTION
<br />Authorize the City Manager to amend an agreement with Infor (US) LLC for Lawson
<br />financial system maintenance, services, and software licenses in an amount not to
<br />exceed $1,216,709.87 over a two-year period beginning June 1, 2023 through June 30,
<br />2025, with a one-year optional renewal, subject to non-substantive changes approved
<br />by the City Manager and City Attorney.
<br />DISCUSSION
<br />The City uses the Infor Lawson financial system to process, account for, maintain, track,
<br />and report on the City’s financial information and transactions. This includes functions
<br />for general ledger, accounts payable, billing, accounts receivable, cash management,
<br />procurement, inventory, asset management, grant management, projects and activities,
<br />budgeting, business intelligence, and reporting. The system is used to produce the
<br />Annual Comprehensive Financial Report (ACFR) required by California state law and
<br />the City Charter.
<br />After a competitive procurement process, on March 3, 2008 the City Council approved
<br />an agreement with Lawson Software Americas, Inc. to purchase the Lawson financial
<br />system (Agreement A-2008-037). The system went live in September 2009 and
<br />replaced a legacy mainframe system that was over 20 years old. Lawson Software
<br />Americas, Inc. was acquired by Infor (US) LLC in 2011. Staff recommends approving an
<br />Addendum, Services Work Order, and Order Form for annual maintenance,
<br />professional services, and additional licenses, respectively. Annual maintenance entitles
<br />the City to receive software updates and technical support services, which are required
<br />to ensure system availability, proper operation, and legislative compliance. The
<br />Services Work Order provides the City with professional services required to maintain,
<br />optimize, and improve the system, as well as educate staff to maximize system and
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