Item 14 - Agreement With SDI Presence For Enterprise Resource Planning (ERP) System Selection Professional Services

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Information Technology www.santa-ana.org/information-technology i Item # 14 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report December 6, 2022 TOPIC: Agreement With SDI Presence For Enterprise Resource Planning (ERP) System Selection Professional Services AGENDA TITLE: Approve Agreement with SDI Presence, LLP for Enterprise Resource Planning (ERP) System Selection Professional Services in an annual amount not to exceed $128,344 (Non -General Fund) RECOMMENDED ACTION Authorize the City Manager to execute an agreement for Enterprise Resource Planning (ERP) System Selection Professional Services with SDI Presence, LLP (SDI), for a term beginning January 1, 2023, and expiring June 30, 2024, for a total amount not to exceed $128,344, which includes a contingency in the amount of $25,669 subject to non -substantive changes approved by the City Manager and City Attorney. DISCUSSION The two primary applications that make up the City of Santa Ana's Enterprise Resource Planning (ERP) system are the Infor Lawson Financial and Procurement system (Lawson) and the NeoGov High Line (High Line) Human Resources and Payroll system (HRMS). The City has been utilizing the existing Lawson financial system since September of 2009, and it has approximately 300 users citywide. The City uses the Lawson financial system to process, account for, maintain, track, and report on the City's financial information and transactions. This includes functions for general ledger, accounts payable, billing, accounts receivable, cash management, procurement, inventory, asset management, grant management, projects and activities, budgeting control, business intelligence, and financial reporting. The system is used to produce the annual financial statements required by California state law and the City charter. The City has been utilizing the High Line HRMS since December of 1999. This system is used to maintain personnel information, record time and attendance, process payroll, administer benefits, control positions, and forecast personnel costs. The system's employee and manager self-service portal is used by approximately 1,500 City employees to access their pay stubs, benefits, leave accrual balances, salary information, training, and other employee information.