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Overview <br /> Cardon Solutions, LLC(Cardon) is pleased to present this proposal to the City of Santa Ana (the City)for a <br /> Simpler Systems Pilot Project(Pilot), delivered in cooperation with Simpler Systems, Inc. (Simpler). <br /> The City is currently in the process of procuring a new Enterprise Resource Planning(ERP)system,which in <br /> part will replace the Infor Lawson Financial&Procurement System (Lawson)that the City has been using since <br /> 2009.When implementing a new ERP, standard practice is to convert a minimum level of financial details, <br /> balances,&documents from the old system.Accordingly,there is a need to archive the Lawson data to allow <br /> access to historical& unconverted data, as well as a need for data transparency and analysis during the <br /> conversion process.Additionally,the City is interested in a reporting platform that could be used throughout <br /> the City, simplifying access to data for many staff members.The Pilot will introduce the City's core team to <br /> Simpler datapps&will demonstrate how Simpler can be effectively used for archiving&operational <br /> analysis/reporting. <br /> Scope <br /> Licensing <br /> Simpler will provide the Simpler Platform to the City and will authorize the City to use the Simpler Platform for <br /> the duration of the Pilot free of licensing fees. At the completion of the Pilot, should the City decide to <br /> continue using the Simpler Platform, licensing will commence per the proposal submitted by Simpler to the <br /> City in February 2025. Should the City decide to discontinue use of the Simpler Platform,the Simpler Platform <br /> will be removed. <br /> Dat_ apes <br /> Cardon, using data from Lawson,proposes to deliver the following datapps: <br /> • General Ledger: <br /> o Journals: Provides detailed general ledger transactions <br /> o Revenue/Expenditure Summary: Provides summary-level budget&actual balances with drill- <br /> down to journals <br /> o General Ledger Balances: Provides summary-level balances for the trial balance/balance <br /> sheet with drill-down to journals. <br /> • Procure-to-Pay: <br /> o Purchase Order Balances: Provides various amounts for POs, e.g.Ordered Amount, Liquidated <br /> Amount, Balance (Open)Amount,etc. <br /> o Vendor Invoices: Provides details for vendor invoices <br /> • Tables: Datapps that provide data to support the main datapps, e.g., chart of accounts&vendors <br /> Page 1 <br />