Special Notice / Hearing: None__
Vote Required: Majority
To: Honorable Board of Supervisors
From: Michael P. Callagy, County Executive
Roberto Manchia, Chief Financial Officer
Subject: Approval of Agreements for Budget System Software and Implementation Services
RECOMMENDATION:
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Adopt a resolution:
A) Authorizing and directing the President of the Board to execute a subscription services agreement and associated order schedule with Anaplan, Inc. to provide a budget system software as a service platform, for the term November 17, 2025 to November 16, 2030 for a total amount not to exceed $1,724,829, with an option to renew for an additional five years for a total amount not to exceed $3,808,789.82 for the entire term through November 16, 2035; and
B) Authorizing and directing the President of the Board to execute a master services agreement and associated statement of work documents with TruEd Consulting, Inc. to provide implementation services relating to the Anaplan, Inc. budget system software, for the term November 17, 2025 to November 16, 2029 for a total amount not to exceed $4,938,500.
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BACKGROUND:
The County currently prepares a two-year budget, and in accordance with statutory requirements, issues four budget publications each year: the Recommended Budget, September revisions, the Adopted Budget, and the Mid-Year Report.
Since 2017, the County has used Euna Solutions' Sherpa Budget and Formulation and Management (Sherpa) for budget entry, reporting, financial management, and the production of budget publications. Over the past eight years, user expectations and requirements have significantly changed, requiring a robust financial system that utilizes customizable position control capabilities that integrate with County systems, is user friendly, can natively publish digital-first budget publications, and can make use of the latest business intelligence and artificial intelligence technology available today.
On Ap...
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