AGREEMENT WITH GRAVITON CONSULTING SERVICES, INC. TO PROVIDE
ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM AND ORACLE SYSTEM
INTEGRATION SERVICES
THIS AGREEMENT is made and entered into on this 15th day of July, 2025 by and between Graviton Consulting Services, Inc., a Nevada corporation (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RECITALS
A. The City issued Request for Proposal (“RFP”) No. 23-132, by which it sought consultants to provide Enterprise Resource Planning (ERP) system and Oracle System Integration Services.
B. Consultant submitted a responsive proposal that was among those selected by the City.
Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFP No. 23 -132, which is incorporated herein by reference.
C. Consultant represents that Consultant is able and willing to provide such services to the City.
D. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Scope of Services - Exhibit A, attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the rates and charges identified in Compensation - Exhibit B. The total amount to be expended dur ing the term of this Agreement shall not exceed $ 4,798,915.00, which is comprised of the following: (1) a base amount of $4,362,650.00; and (2) a 10% contingency in the amount of $436,265.00 for additional and as -needed services to be exercised at City’s sole discretion.
b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. City and Consultant agree that all payments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Consultant agrees to execute the City’s standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the data provided, the City will be authorized t o deposit payments directly into Consultant’s account(s) with financial institutions.
Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on August 1, 2025 and terminate on June 30, 2028, unless terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non -exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non -exclusive and perpetual license for any Documents & Data the sub contractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
6. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance against
claims for sec urity breaches, system failures, injuries to persons, damages to software, and damages to property (including computer equipment), theft, or other misuse of Customer’s data, infringement of intellectual property, invasion of privacy and breach of data, which may arise from or in connection with the performance of the work hereunder by Consultant, its agents, representatives, or employees.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence and $4,000,000 general aggregate.
2. Technology Professional Liability Errors and Omissions Insurance (E&O): appropriate to the Consultant’s profession and work hereunder, with limits not less than $2,000,000 per occurrence and $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by the Consultant in this agreement and shall include, but not be limited to, claims involving business interruption, damage to or destruction of electronic information, and alteration of electronic information. The policy shall provide coverage for Consultant’s failure to provide professional services and/or products under this Agreement. The Policy shall include, or be endorsed to include, damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of Customer in the care, custody, or control of Consultant.
3. Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering code 1 (any auto, with limits no less than $1,000,000 combined single limits.
4. Workers’ Compensation (W/C): as required by the State of California, with statutory limits, and Employer’s Liability insurance with limits of no less than $1,000,000 per accident, policy, employee, for bodily injury or disease.
If Consultant maintains broader coverage and/or higher limits than the minimums shown above for any line of coverage, Customer requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to Customer.
Other Insurance Provisions
The above required insurance policies are to contain or be endorsed to contain the following provisions:
1. City of Santa Ana, its City Council, its officers, officia ls, employees, agents, and volunteers are to be covered as additional insureds, under Consultant’s CGL and E&O policies, with respect to any liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, equipment, and personnel furnished in connection with such work or operations.
2. Consultant’s Insurance companies agree to waive all rights of subrogation against City of Santa Ana, its City Council, its officers, officials, employees, agents, and volunteer s for losses paid under the terms of any policy which arise from work performed by Consultant under this Agreement.
3. For any claims related to this contract, Consultant’s insurance coverage shall be primary and any insurance maintained by City of Santa Ana, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it.
4. A severability of interest provision must apply for all the additional insureds, ensuring that Consultant’s insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer’s limits of liability.
5. Insurance policies required herein shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits, no n-renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non -renewal due to non - payment of premium.
6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Information Technology Department, 20 Civic Center Plaza, M-42, Santa Ana, CA 92701. The name and location of project must be included in the Description of Operations section of each certificate.
Self-Insured Retentions
Self-insured retentions must be declared to and approved by Customer. Customer may require Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state of California with a current A.M. Best rating of no less than A-:VII, unless otherwise acceptable to Customer.
Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:
1. The retroactive date must be shown and must be before the date of the contract.
2. Insurance must be maintained and evidence of insurance must be provided for at least three (3) years after completion of work.
3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective date, Consultant must purchase “extended reporting” coverage for a minimum of three (3) years after completion of work.
Verification of Coverage
Consultant shall furnish Customer with original Certificates of Insurance includi ng all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause). Failure to obtain the required documents prior to the work beginning shall not
waive Consultant’s obligation to provide them. Customer reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Subcontractors
Consultant shall require and verify that all subcontractors mainta in insurance meeting all the requirements stated herein.
Special Risks or Circumstances
Customer reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
Failure to Maintain Insurance Coverage
If Consultant, for any reason, fails to maintain insurance coverage, which is required pursuant to this Agreement, for the entire term of this contract, the same shall be deemed a material breach of Agreement. Customer, at its sole option, may terminate this Agreement at any time and obtain damages from Consultant resulting from said breach.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent r equired by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accu rate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information ex cept in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the oth er party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
11. CONFLICT OF INTEREST CLAUSE
a. Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
b. No immediate family members of either the Mayor, City Council Member, or any appointed City Official, including appointed board and commission members, as defined under the City’s Municipal Code, whose position with the City shall award or influence the award of this Agreement, or any competing contract or amendment thereof, shall be employed in any capacity by the Consultant or have any other direct or indirect financial benefit or interest in this Agreement.
c. The section also prohibits the awarding of an y agreement, contract, grant, or any
amendment to those awards, to any former full -time employee for one-year from date of employee separation except for any CalPERS retiree as authorized by City Council resolution
d. The Consultant must comply with all conflict of interest laws, ordinances, and regulations now in effect or hereafter to be enacted during the term of this Agreement.
The Consultant warrants that it is not now aware of any facts which conflict with the prohibitions defined above. If the Consultant hereafter becomes aware of any facts that might reasonably be expected to create a conflict of interest, it must immediately make full written disclosure of such facts to the City. Full written disclosure must include, but is not limited to, identification of all persons implicated and a complete description of all relevant circumstances. Failure to comply with the provisions of this paragraph will be a material breach of this Agreement.
e. Consultant covenants that none of its directors, officers, emp loyees, or agents shall participate in selecting or administrating any subcontract supported (in whole or in part) by City funds stemming from the Agreement where the awarding of the subcontract has any direct or indirect financial benefit or interest to a ny individual, as defined in subsections (b) and (c) above.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical condit ions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other Contractors retained by City.
15. TERMINATION
This Agreement may be terminated by the City upo n thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohi bited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
19. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or ot her telegraphic communication in the manner provided in this Section, to the following persons:
To City:
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Chief Technology Innovations Officer, IT Department
City of Santa Ana
20 Civic Center Plaza
Santa Ana, California 92701
To Consultant:
Greg Catanzano
Chief Executive Officer
Graviton Consulting Services
8801 Folsom Blvd, Suite 120
Sacramento, CA, 95826
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) day s after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.
ATTEST: CITY OF SANTA ANA
Jennifer L. Hall
City Clerk
Alvaro Nunez
City Manager
APPROVED AS TO FORM RECOMENDED FOR APPROVAL
SONIA R. CARVALHO
City Attorney
By
Jonathan T. Martinez
Assistant City Attorney
Jack Ciulla
Chief Technology Innovations Officer
Information Technology Department
GRAVITON CONSULTING SERVICES, INC.
Greg Catanzano
Chief Executive Officer
Graviton Consulting Services, Inc.
EXHIBIT A
SCOPE OF SERVICES
City of Santa Ana, CA RFP No. 23-132 ERP System, Including Implementation Services P a g e | 11
4 ERP System Requirements
4.1 Required Functionality
The City is seeking a highly integrated system that can serve as many of the City’s various department’s needs as possible. Table 5, Required Functionality, identifies the solution functionality that is required to be supported by any solution proposed in response to this RFP ; if such solution does not offer the specified functionality directly, a 3 rd party solut ion with which the proposed solution has been previously, successfully implemented in a comparable project for another public sector client must be proposed.
Table 5 – Required Functionality
Financial System Human Resources System
General Ledger (GL) / Accounting Employee Master File
Budgeting, including Position Control Recruiting
Procurement / Purchasing Onboarding
Accounts Payable Benefits Administration / Open Enrollment Accounts Receivable / General Billing Leave Administration Vendor Management Learning Management
Cash Receipts / Cashiering Performance Management
Capital Asset Management Training and Certification
Grant Management Personnel Actions
Inventory Management Employee Self Service
Contracts Management Time and Attendance
Payroll Processing / Administration / Management Separation / Off-boarding Bank Reconciliation
Financial Statements/Reporting
Project Accounting
4.2 Additional System Functionality
The City is interested in adopting modern, automated tools that support financia l and human resources best practices. Key functionality in these areas would include, but not be limited to: dashboards, mobility, employee portal with electronic time reporting, vendor portal, workflow, robust inquiry and reporting capabilities, etc. Specific functional requirements have been provided in Appendix A – Requirements.
4.3 Required Interfaces
Table 6, Required Interfaces, identifies several additional systems in use across the City for which interfaces with the replacement financial and/or human resources management systems will be required.
Vendor proposals should identify each of these required interfaces and include the necessary work effort related to and cost of these interfaces ; a detailed list of system integration requirements is included in Appendix A – ERP Requirements.
City of Santa Ana, CA RFP No. 23-132 ERP System, Including Implementation Services P a g e | 12
Table 6 – Required Interfaces
Department / Division 3rd Party Solution Business Function Citywide Laserfiche Document Management
Parks & Recreation CivicRec Activity and site reservations Human Resources eSkill Pre-employment Testing and
analysis
Finance Business License Business License Tax Processing and Management
Finance Questica Budget Preparation
Finance/Public Works enQuesta Utility Billing & Customer Information Management
Finance enQuesta Utility Billing
Finance iNovah Cashiering
Finance Custom Outbound/Inbound check file
Finance Custom Inbound CC payments
Police Department InTime Scheduling/timesheets
Planning & Building/Public Works Clariti (To be
implemented 2024)
Replaces Santa Ana
Property Information
Network (SAPIN)
Property Information & Tracking,
Permitting, Inspections, Occupancy,
Code Enforcement
Human Resources Keenan Benefit Bridge Open Enrollment / Benefits Human Resources Insight Online Job Applicant Tracking
Human Resources Onboard Employee onboarding
Human Resources Perform Performance Management
Human Resources Target / Vector Solutions Employee Training Management Human Resources Meridian Learning Management System
Human Resources Adminsure Workers’ Compensation claims
management
4.4 Data Conversion
The City desires to retain, convert and load its current and historical data (including records, libraries, supporting documents, and related file attachment meta -data) to the Future System. Table 7, Data Conversion Requirements, provides a list of data by functional areas and a description ; a detailed list of data conversion requirements is included in Appendix A – ERP Requirements.
City of Santa Ana, CA RFP No. 23-132 ERP System, Including Implementation Services P a g e | 13
Table 7 – Data Conversion Requirements
Current Repository Description
Infor Lawson ERP
(Current data goes back to 2006)
• General ledger financial data, vendor Information, customer information, budget data, project data, capital asset data, purchase orders, grant data, payment voucher data,
customer invoices, payment data/history, contracts,
inventory, various financial reports including but not limited to Trial Balance, Revenues & Expenditure ledgers.
Questica
(Current data goes back to 2018)
• Budget detail data
• Budget summary data
High Line Corp.
(Current data goes back to 2000)
• Employee data, payroll history, job history, benefit elections, position data/history, performance data, training history, accrual balances.
4.5 Implementation Timeline
The City is seeking guidance from the Proposers based on their experience for the recommended module phasing and timing. Proposers should clearly communicate all key assumptions along with their proposed schedule. The City is open to suggestions for how best to implement the Proposer’s solution. The Proposer’s recommended implementation timeline should be clearl y articulated in their proposal response as described in Section 6 – Implementation Approach and Work Plan under the Proposal Submission Requirements discussed in Section 5 of this document.
4.6 Requirements
Proposers must respond to the ERP Requirements included in Appendix A – ERP Requirements; responses should be entered into the document. Proposers are to respond to each of these requirements with one of the following response codes:
• Y – Meets Requirement
• N – Does Not Meet Requirement
• W/C – Workaround Proposed or Customization Needed to Meet Requirement • T – Third-Party Solution to Meet Requirement
Response Codes “Y” and “N” do not require written responses /comments unless the Proposers wish to present additional benefits or opportunities related to their so lution and the requirement . However, response codes “W/C” and “T” do require written responses. For these response codes, Proposers must describe how the requirement will be met.
EXHIBIT B
COSTS - FEE PROPOSAL
EXHIBIT B
COMPENSATION
Fee Proposal including hourly rates if applicable
The tables below represent the payment schedule for the implementation of Oracle Cloud for the City. For each payment, the table lists the estimated completion date and amount.
Phase 1 HCM Implementation Payment Schedule
No. WBS ID Deliverable
Estimated
Completion
Date
Amount
Phase 1 HCM
1 1.0.1 Project Management Month 1 09/30/25 $25,000.00
2 1.2.1 Requirements, Use Cases, BPMs 10/10/25 $17,934.51 3 1.0.2 Project Management Month 2 10/31/25 $40,000.00
4 1.2.2 Business Process Familiarization 11/07/25 $56,550.28 5 1.0.3 Project Management Month 3 11/30/25 $40,000.00
6 1.0.4 Project Management Month 4 12/31/25 $40,000.00
7 1.3.2 CEMLI Cycle 1 01/02/26 $136,976.34
8 1.2.3 Conference Room Pilot 1 01/30/26 $80,635.49
9 1.0.5 Project Management Month 5 01/31/26 $40,000.00
10 1.0.6 Project Management Month 6 02/28/26 $40,000.00 11 1.3.3 CEMLI Cycle 2 03/27/26 $131,740.42
12 1.0.7 Project Management Month 7 03/31/26 $40,000.00 13 1.2.4 Conference Room Pilot 2 04/24/26 $71,210.85
14 1.0.8 Project Management Month 8 04/30/26 $40,000.00 15 1.0.9 Project Management Month 9 05/31/26 $40,000.00 16 1.3.4 CEMLI Cycle 3 06/19/26 $134,881.97
17 1.0.10 Project Management Month 10 06/30/26 $40,000.00 18 1.2.5 Conference Room Pilot 3 07/17/26 $65,974.93
19 1.0.11 Project Management Month 11 07/31/26 $40,000.00 20 1.3.5 CEMLI Cycle 4 08/21/26 $83,567.61
21 1.0.12 Project Management Month 12 08/31/26 $40,000.00 22 1.0.13 Project Management Month 13 09/30/26 $40,000.00 23 1.2.6 System Test 10/16/26 $142,421.69
24 1.0.14 Project Management Month 14 10/31/26 $40,000.00 25 1.3.6 CEMLI Cycle 5 11/13/26 $76,237.32
26 1.0.15 Project Management Month 15 11/30/26 $40,000.00 27 1.2.7 User Acceptance Test 12/11/26 $49,220.00
28 1.0.16 Project Management Month 16 12/31/26 $40,000.00 29 1.3.7 Production Cutover 01/01/27 $36,653.80
30 1.0.17 Project Management Month 17 01/31/27 $40,000.00 31 1.2.8 Production Support 03/26/27 $50,264.79
$1,799,270.00
Phase 2 ERP Implementation Payment Schedule
No. WBS ID Deliverable
Estimated
Completion
Date
Amount
Phase 2 ERP
1 2.2.0 Chart of Accounts Design 01/02/26 $58,840.81
2 2.0.1 Project Management Month 1 01/31/26 $15,000.00
3 2.2.1 Requirements, Use Cases, BPMs 02/27/26 $15,467.90 4 2.0.2 Project Management Month 2 02/28/26 $15,000.00
5 2.2.2 Business Process Familiarization 03/27/26 $74,145.19 6 2.0.3 Project Management Month 3 03/31/26 $50,000.00
7 2.0.4 Project Management Month 4 04/30/26 $50,000.00
8 2.3.2 CEMLI Cycle 1 05/22/26 $123,327.61
9 2.0.5 Project Management Month 5 05/31/26 $50,000.00
10 2.2.3 Conference Room Pilot 1 06/19/26 $89,524.03
11 2.0.6 Project Management Month 6 06/30/26 $50,000.00 12 2.0.7 Project Management Month 7 07/31/26 $50,000.00 13 2.3.3 CEMLI Cycle 2 08/14/26 $147,064.52
14 2.0.8 Project Management Month 8 08/31/26 $50,000.00 15 2.2.4 Conference Room Pilot 2 09/18/26 $60,103.63
16 2.0.9 Project Management Month 9 09/30/26 $50,000.00 17 2.0.10 Project Management Month 10 10/31/26 $50,000.00 18 2.3.4 CEMLI Cycle 3 11/13/26 $147,064.52
19 2.0.11 Project Management Month 11 11/30/26 $50,000.00 20 2.2.5 Conference Room Pilot 3 12/18/26 $60,103.63
21 2.0.12 Project Management Month 12 12/31/26 $50,000.00 22 2.3.5 CEMLI Cycle 4 01/29/27 $59,212.10
23 2.0.13 Project Management Month 13 01/31/27 $50,000.00 24 2.0.14 Project Management Month 14 02/28/27 $50,000.00 25 2.2.6 System Test 03/26/27 $149,293.34
26 2.0.15 Project Management Month 15 03/31/27 $50,000.00 27 2.3.6 CEMLI Cycle 5 04/23/27 $56,314.64
28 2.0.16 Project Management Month 16 04/30/27 $50,000.00 29 2.2.7 User Acceptance Test 05/21/27 $67,570.17
30 2.0.17 Project Management Month 17 05/31/27 $50,000.00 31 2.0.18 Project Management Month 18 06/30/27 $50,000.00 32 2.3.7 Production Cutover 07/02/27 $97,919.08
No. WBS ID Deliverable
Estimated
Completion
Date
Amount
33 2.0.19 Project Management Month 19 07/31/27 $50,000.00 34 2.2.8 Production Support 10/01/27 $92,718.85
$2,178,670.00
Optional Services
1 Optional Oracle Fusion Analytics Implementation Services $84,710.00 2 Optional Cardon Solutions Implementation Services $300,000.00
Graviton Consultant Agreement for City of Santa
Ana (with exhibits) CAO signed(2070609.1) GC
Final Audit Report 2025-06-30
Created: 2025-06-30
By: MELANIE TORRES ([email protected])
Status: Signed
Transaction ID: CBJCHBCAABAAbt6teyhpdIPwZsUWThDuqYoKMH6r5xos "Graviton Consultant Agreement for City of Santa Ana (with exhi bits) CAO signed(2070609.1) GC" History
Document created by MELANIE TORRES ([email protected]) 2025-06-30 - 3:24:54 PM GMT
Document emailed to Jack Ciulla ([email protected]) for signature 2025-06-30 - 3:25:02 PM GMT
Email viewed by Jack Ciulla ([email protected])
2025-06-30 - 3:25:07 PM GMT
Document e-signed by Jack Ciulla ([email protected]) Signature Date: 2025-06-30 - 3:25:21 PM GMT - Time Source: server Agreement completed.
2025-06-30 - 3:25:21 PM GMT