Special Notice / Hearing: None__
Vote Required: Majority
To: Honorable Board of Supervisors
From: Michael P. Callagy, County Executive
Roberto Manchia, Chief Financial Officer
Subject: Amendment to the Agreement with Anaplan, Inc. for AI-Enabled Budget System Features
RECOMMENDATION:
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Adopt a resolution authorizing and directing the President of the Board of Supervisors to execute a new order schedule and addendum to the County's subscription services agreement with Anaplan, Inc. to add the Anaplan Analyst and CoModeler features, with no change to the existing term through November 16, 2030, increasing the County's maximum amount payable by $827,306 to an amount not to exceed $2,552,135, and providing AI terms.
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BACKGROUND:
On November 4, 2025, following a competitive procurement process, this Board approved agreements with Anaplan, Inc. (Resolution No. 081495 (a-b)), to provide the County's budget system software platform and with TruGov for associated implementation and support services.
The County currently prepares a two-year budget and issues four budget publications each year: the Recommended Budget, September revisions, the Adopted Budget, and the Mid-Year Report. The Anaplan platform was selected to provide a modern budget system capable of supporting budget development, position control, reporting, forecasting, data visualization, and digital-first publication of County budget materials.
Since approval of the agreements, County staff have continued implementation planning and have identified additional artificial intelligence-enabled capabilities that would enhance the value of the platform to County staff and improve the speed, flexibility, and quality of budget development and analysis.
DISCUSSION:
The County seeks to amend its existing agreement with Anaplan to add two new AI-enabled budget system features: Anaplan Analyst and CoModeler.
Anaplan Analyst is an AI-powered conversational assistant that enables busi...
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