Finance and Management Services
www.santa-ana.org/finance
Item # 13
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
August 5, 2025
TOPIC: Citywide Budget Management Software
AGENDA TITLE
Agreement with Euna Solutions, Inc for Maintenance and Support of Citywide Budget Management Software (Specification No. 25-020) (General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with Euna Solutions, Inc. for the maintenance and support of Citywide budget management software in an amount not to exceed $585,565, for a term beginning August 15, 2025 and expiring August 14, 2028, with provisions for two (2), one-year extensions (Agreement No. A-2025-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
Request for Proposals (RFP) No. 25-020 was issued on February 11, 2025 on the City’s online bid management and publication system. A summary of vendor participation and results is as follows:
453 Vendors notified
37 Santa Ana vendors notified
4 Responsive proposals received
0 Proposals received from Santa Ana vendors
Proposals were solicited, opened on March 6, 2025, and evaluated. Four proposals were submitted by the RFP deadline and were determined to be responsive to the specifications and met the City’s requirements. An evaluation committee reviewed and rated the proposals according to the criteria listed in the RFP.
Staff recommends awarding an agreement to the highest-ranked firm, Euna Solutions, Inc. (Exhibit 1). The proposal submitted by Euna Solutions, Inc. for Euna Budget Professional was determined by the Committee to be the most well suited for the City’s needs while simultaneously providing the best value.
Citywide Budget Management Software
August 5, 2025
5 2
3 4
The City began utilizing Euna Budget Professional (known at the time as Questica Budget) in January 2018. This comprehensive budget management software currently includes the following key components:
•Operating & Capital- Streamlines the development of the City’s annual operating and capital improvement budgets.
•Personnel Module- Provides multi-year forecasing and calculation of labor costs.
•OpenBook- A transparency tool that displays interactive charts and tables of current and prior year budgets. The portal also includes vendor payments and contracts approved by the City Manager, providing a comprehensive view of the City’s financial activity. The OpenBook portal is publicly accessible here: https://santaana.openbook.questica.com/#/.
The initial implementation enhanced the City’s reporting capabilities, automated workflow processes for budget development, and integrated seamlessly with existing financial and payroll systems.
As part of this expanded partnership with Euna Solutions, the City will upgrade to the latest version of Euna Budget Professional and implement the Budget Book Studio module. Budget Book Studio is expected to greatly reduce the staff time needed to produce the annual budget book by automating content generation and enabling easy export to PDF for printing.
The City will soon be undertaking the implementation of a new Enterprise Resource Planning (ERP) system to replace its aging financial system. The ERP implementation does not include a budgeting software module, as staff determined that an external provider, such as Euna Solutions, best meets the City’s budgeting needs. It is expected that this software will integrate with the new ERP system once fully implemented to ensure seamless financial and budget operations.
Currently, the City is not eligible for major software version upgrades due to its on-site setup. Migrating to the cloud will allow the City to utilize the most optimized version of the software, further improving operational efficiency and supporting integration with the new ERP system.
Costs are higher in Year 1 due to the one-time implementation costs associated with migration to a cloud-based service and Budget Book Studio. If the agreement is approved by City Council, staff anticipates incorporating these additional new features into the FY2026-27 budget development process.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
Citywide Budget Management Software
August 5, 2025
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3 4
FISCAL IMPACT
Funding is available in the FY2025-26 budget and funding for subsequent fiscal years will be included in the proposed budgets for City Council consideration. A breakdown of the funding is provided in the table below.
EXHIBIT(S)
1. Agreement with Euna Solutions, Inc.
Submitted By: Alex Trinidad, Executive Director, Finance and Management Services Agency
Approved By: Alvaro Nuñez, City Manager
Fiscal
Year
Accounting Unit
– Account #
Fund
Description
Accounting Unit,
Account
Description
Amount
Contract (3-Year Term)
FY25-26 01110100-66511 General Fund
FMSA-
Management &
Support, Computer
Software
Subscriptions
$133,000
FY26-27 01110100-66511 General Fund
FMSA-
Management &
Support, Computer
Software
Subscriptions
$105,000
FY27-28 01110100-66511 General Fund
FMSA-
Management &
Support, Computer
Software
Subscriptions
$110,250
Optional Two, One-Year Extensions
FY28-29 01110100-66511 General Fund
FMSA-
Management &
Support, Computer
Software
Subscriptions
$115,765
FY29-30 01110100-66511 General Fund
FMSA-
Management &
Support, Computer
Software
Subscriptions
$121,550