SUBJECT:
Title
Request Approval of Contract: 26C-018 EUNA Capital Planning Budget Software - EUNA Solutions, Inc., Sandy Springs, GA (Budget Impact - Neutral; expenditure of $131,038)
Body
|
INITIATOR: |
DEPARTMENT: |
|
Susan Olsen, Director |
Procurement Services |
DESCRIPTION/BACKGROUND:
Marion County Administration, along with the Marion County Clerk of Court’s Budget Department, is seeking to modernize and streamline its budgeting, personnel planning, and capital project management processes by implementing the EUNA Budget Framework software solution. This comprehensive cloud-based platform provides integrated tools for operating and personnel budgeting, capital planning, public transparency through OpenBook, and digital budget publication via Budget Book Studio.
Implementation services will include planning and analysis, installation, data load and verification, training, and project management. The system will integrate with the County’s existing Tyler Munis Enterprise ERP system through a flat file interface for capital actuals, ensuring accurate data exchange and improved reporting.
The vendor, EUNA Solutions, Inc. (EUNA), is an authorized reseller through Sourcewell Contract 060624-GTH, which was competitively solicited in accordance with Florida procurement requirements.
The total five-year subscription cost is $533,784, as outlined below:
|
Year |
Annual Cost |
Includes |
|
Year 1 |
$131,038 |
Implementation & first-year services |
|
Year 2 |
$96,267 |
3% increase applied |
|
Year 3 |
$99,155 |
3% increase applied |
|
Year 4 |
$102,130 |
3% increase applied |
|
Year 5 |
$105,194 |
3% increase applied |
EUNA has also offered an optional API integration for Capital Actual Costs for $15,000, which may be implemented within 12 months of the effective date. The API integration allows the EUNA Budget system to automatically exchange real-time spending data with the County’s Tyler Munis financial system, eliminating manual uploads and keeping capital project reports current. The Budget Department requests authorization for this additional cost without the need for further Board approval. Funding is available within the current fiscal year budget for Year 1 costs, with subsequent years to be budgeted accordingly.
Attached for review is the EUNA order form, Scope of Work, and an approved LRM from Legal. Upon approval at today’s meeting, the order form will be presented to the Chairman for signature.
BUDGET/IMPACT:
Neutral; cost for Year 1 is $131,038, the total five-year subscription cost is $533,784.
Funding is from AA174516-568101 (General Fund)
RECOMMENDED ACTION:
Recommended action
Move to approve the agreement with EUNA Solutions, Inc. for the purchase of the EUNA Budget Framework software suite for a total five-year cost of $533,784, authorize the Chairman to execute all necessary documents, and approve an additional $15,000 for optional API integration without returning to the Board for further approval.
end