HomeMy WebLinkAbout25F - AGMT - FINANCIAL SYS SOFTWARE LICENSESREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
MAY 20, 2014
TITLE:
ORDER FORM WITH INFOR (US) INC
FOR FINANCIAL SYSTEM SOFTWARE
LICENSES (A- 2008 -037)
CITY MANAGER
CLERK OF COUNCIL USE ONLY:
APPROVED
❑ As Recommended
❑ As Amended
❑ Ordinance on 1s` Reading
❑ Ordinance on 2nd Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
RECOMMENDED ACTION
Authorize an order form with Infor (US) Inc., formerly Lawson Software Americas, Inc., against
agreement no. A- 2008 -037 for Lawson financial system software licenses in an amount not to exceed
$159,610 and maintenance not to exceed $31,922, with two one year maintenance renewals in
accordance with the terms of the order form, subject to non - substantive changes approved by the
City Manager and City Attorney.
DISCUSSION
On March 3, 2008, the City Council approved an agreement with Lawson Software Americas, Inc. to
purchase the Lawson financial system. The system went live in September 2009 and is used by all
City departments to process, track, and report on the City's financial information and transactions.
Key functions include general ledger, grant management, projects and activities, accounts payable,
cash management, billing, accounts receivable, asset management, requisitions, purchase orders,
inventory, business intelligence and reporting.
In 2012, Lawson was purchased by Infor, a global provider of enterprise resource planning systems.
In a recent collaborative system review between the City and Infor /Lawson, the review identified the
need to purchase additional licenses to meet the current and future business needs of the City.
As such, Staff recommends processing an order for additional Lawson software licenses required to
meet City requirements. The master Lawson agreement (A- 2008 -037) and the order form provide for
annual software maintenance and support that entitles the City to receive software updates and
technical support services. The agreement maintains the current annual maintenance increase to not
more than 4% plus the Consumer Price Index (CPI) rate.
FISCAL IMPACT
Funds are available in the Finance Management Lawson Accounting Unit 10910141 (account 66510
Computer Software $159,610 and account 62300 Contract Services $31,922).
APPROVED AS TO FUNDS AND ACCOUNTS:
nf� t �a�� a�
Francisco Gutierrez
Executive Director
Finance and Management Services Agency 25F -1 Exhibit: 1. Infor Order Form
25F -2
ORDERFORM
As it relates to the Component Systems specified herein, this Order Form Is subject to the terms of the Master Terms
and Conditions between Infor (US) Inc (as successor -in- interest to Lawson Software Americas, Inc.) ('Infor") and
City of Santa Ana ( "Licensee ') with an effective date of March 03 2008 (the 'License Agreement"), City agreement
number A•2008.037. As it relates to Support for the Component Systems, this Order Form is subject to the
applicable terms of the License Agreement (to the extent it concerns Support) or, H Support is the subject of a
separate Support agreement related to the License Agreement, the terms of such Support Agreement (the "Support
Agreement'). The License Agreement and related Support Agreement (if any) are referred to herein as the
"Agreement ". All terms of the Agreement are incorporated herein by reference. Capitalized terms not defined In this
Order Form are defined in the Agreement. In the event of a conflict, the terms of this Order Form control over the
terms of the Agreement.
In the event the capitalized terms In this Order Form differ from the terminology used in the Agreement, references
herein to: "Component Systems' means the software products that are being licensed (and may be referred to in the
Agreement as Products, Software Products, Software, Programs or Licensed Programs); "Support" means infors
current standard maintenance and support services (and may be referred to in the Agreement as Maintenance and
Support, Annual Support, Support Services, On -Going Support or One Point Support); "Order Form" means a
mutually agreed upon ordering document (and may be referred to in the Agreement as Schedule, Supplement or
Supplemental Schedule); "User Restriction" means the license restriction applicable to the Component System in
addition to any license restrictions in the Agreement; "Annual Escalation Percentage Cap' means the maximum
percentage Increase in the annual Support Fee on an annual basis. In addition, based on the applicable Agreement,
listed Component Systems herein owned by a third party may also be referred to In the Agreement as "Additional
Software" or "Third Parry Software'.
Effective date of this Order Form:
I. ComoonerttSvstems
Newly Licensed Component Systems - Production
(the "Order Form Date ")
Additional Quantities of Previously Linensad Cmmnnnont Avsrame _
FFPart
Part fl
(if applicable)
Component System
User Restriction*
Quantity Type
Support
level""
1
S3F- NIRBACI
Project Accountin inquiry
100 NU
XTP
2
S3F- FINPROI
Financial Procurement Inquiry
248 NU
XTP
Additional Quantities of Previously Linensad Cmmnnnont Avsrame _
FFPart
0
(if applicable)
Component System
y
User Restriction"
Quantity Type
""
1
S3F -Ii
Project Accounting
20
NU
J,,piort
Financial Procurement Packs a
34
NU
Total License Fee: $188,010.00
"If specified In the User Restriction field:
• NU — 'Named Users" means the maximum number of Users designated by Licensee for each
Product designated above as "NU ".
"'Support Level: Infor Xtreme ( "XT ") Support unless otherwise indicated. Descriptions of the Support levels can be
found at h0m /Awry Infor comlcontenGbroghprsslnfandremesu000rtolanfeeh res nr,fr
If Applicable, "XTP" = Infor Xtreme Premium (24x7) and "XTE "= Infor Xtreme Elite (207) Plus
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25F -3
if. Su000rt Services
Additional Annual Support Fee: $31,922.00
Licensee Account ID: 2148 -L
Computer
Platform: Hewlett Packard
Annual Escalation Percentage Cap: CPI plus 4% of the previous year's annual maintenance. "CPT'
means the then current annual Consumer Price Index, All Urban Consumers percentage, or
e uivalant Index published by the United States De artment of Labor.
Operating System: Windows® DBMS: SOL Server_
Account Executive Name: Andrew
Nelsen! Rook Ra
Contact Title:
Initial Term of Su ort: June 1 2014 through May 31 2015
Location: Same as Delivery Address
Contact email: f utierrez sants- ana.or
Contact email:
Fee for Initial Term of Support:
531 022.00
Total Amount Due before a !!cable taxes :
$1912.04_
Equipment on which Component Systems will be installed):
Licensee Account ID: 2148 -L
Computer
Platform: Hewlett Packard
Infor OL ID: USOAS
Operating System: Windows® DBMS: SOL Server_
Account Executive Name: Andrew
Nelsen! Rook Ra
Contact Title:
Contact Phone: 714.647.5420
Location: Same as Delivery Address
Contact email: f utierrez sants- ana.or
Delivery Address:
Invoice Address:
(if blank, the Delivery Address shall be used for
Invoicing
20 Civic Center Plaza, M!S M17
Santa Ana, CA 92701
Contact Name: Mr. Francisco Gutierrez
Contact Name:
Contact Title: Executive Director of Finance
Contact Title:
Contact Phone: 714.647.5420
Contact Phone:
Contact email: f utierrez sants- ana.or
Contact email:
111. Additional Terms
Delivery Is FOB Shipping Point.
Licensee's purchase of the licenses specified herein is not contingent or dependent upon the provision of any
consulting services Licensee may choose to purchase from Infor contemporaneously with this Order Form or in the
future.
No changes or modifications of any kind to this Order Form shall be accepted after execution unless signed in writing
by both parties.
Any purchase order or similar document (other than a mutually executed and delivered Order Form) that may be
issued by the undersigned Licensee in connection with this Order Form does not modify this Order Form or the
Agreement to which it pertains. No such modification will be effective unless h is In writing, is signed by each party,
and expressly provides that it amends this Order Form (or as applicable, the Agreement).
For U.S. Government entities, the following restricted rights clause applies: This Component System Is a "commercial
component,' as this term is defined in 48 C.F.R. 2.101, consisting of "commercial computer software' and "computer
software documentation," as such terms are defined in 48 C.F.R. 252.227- 7014(a)(1) and 48 C.F.R. 252.227 -
7014(a)(5), respectively, and used in 48 C.F.R. 12.212 and 48 C.F.R. 227.2702, as applicable, and all as amended
from time to time. Conaistentwhh 48 C.F.R. 12.212 and 48 C.F.R. 227.7202, and other relevant sections of the Code
of Federal Regulations, as applicable, and all as amended from time to time, all U.S. Government entitles acquire this
Component System only with those rights set forth in the license agreement accompanying this Component System.
Use, duplication, reproduction, or transfer of this commercial software and accompanying documentation is restricted
in accordance with FAR 12.212 and DFARS 227.7202 and by a license agreement.
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25F -4
By signing this Order Form, Licensee represents and warrants that it has obtained all necessary authorizations and
approvals including, but not limited to, appropriation of funds and budget approval.
THE PARTIES have executed this Order Form through the signatures of their respective authorized representatives.
For: In r US Inc.
For: City of Santa Ana
(Legal Name of Licensee
i 11nature
Signature
Patricia Elias
David Cavazos
Typed or Printed Name
Tvoed or Printed Name
Associate General Counsel
City Manager
Title
Title
May 9, 2014
Dale
Date
ATTEST:
Maria D. Huizar
Clerk of the Council
APPROVED AS TO FORM:
L
StifildR. Carvalho
City Attorney
by Lisa Storck, Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Francisco Gutierrez
Executive Director
ml-- and Mana ement Se vices A enc
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