To approve the purchase of Euna Budget Pro Software for a three (3) year contract for Budget & Performance Management Department in the estimated amount of $507,700 from Euna Solutions, Inc. through an existing contract; and authorizing the City Manager to execute all necessary documents. (Sourcewell Contract No. 060624-GTH) Approved

The City of Plano has embarked on the Fiscal Road Map (FRM) project whereby many aspects related to the City’s finances and budget have been examined, refined, or developed, including financial policies such as fund balance and cost recovery, long-range financial projections and modeling, and strategic budget development and management.

Euna Budget Pro is a comprehensive budget building and development software that enables and supports the FRM project and allows for well-informed budget management and decision-making by providing a centralized budget platform with opportunities to:

• Streamline budget development and standardize key budgeting workflows
• Connect operating and personnel budgeting
• Run scenarios and automated forecasting capabilities
• Improve data quality and reduce manual workload and reliance
• Enhance user experience, reporting, and transparency for departments, leadership, and public

Euna Budget Pro as a cloud-based and comprehensive solution will replace the antiquated budget entry portion within JD Edwards and manual driven processes with a modern, unified budgeting platform that supports operating budgets, personnel planning, performance measures, forecasting, and public transparency. The current process is heavily dependent on manual workloads, entry, and consolidation that increases lag times and operational risk for data accuracy, consistency, and efficiencies with limited forecasting capabilities.

The approval to purchase will assist and enable the City’s Budget & Performance Management Department to work across the organization to annually build and develop a budget that strategically ties and aligns priorities through a multiyear approach for best practices and sound decision-making.

Failure to award for the Euna Budget Pro software will result in budget dollars and resources not being properly deployed for operational efficiencies and readiness across budget planning, building, forecasting, and other key budget development and management areas due to the time intensive manual demands.

The City is authorized to purchase from a cooperative purchasing program with another local government or a local cooperative organization pursuant to Chapter 271 Subchapter F of the Texas Local Government Code and by doing so satisfies any State Law requiring local governments to seek competitive bids for items. (Sourcewell Contract No. 060624-GTH, City of Plano Contract No. 2026-0133-O)

This request is to approve a three (3) year term for the purchase of Euna Budget Pro software from Euna Solutions, Inc. Funding for the first year will be available in the 2025-26 Technology Fund in the estimated amount of $237,170.  Funding in the annual estimated amount of $134,572 for FY 2026-27 and $135,958 for FY 2027-28 will be available in the Technology Solutions Application Budget.  All future year expenditures will occur within council approved appropriations.

Approval of this item supports the City's Strategic Plan Critical Success Factors of Excellent, Innovative, and Accountable City Government.