To: Board of Supervisors
From: County Administrative Office
SUBJECT:
title
Agreement with Sherpa Government Solutions, LLC for Budget Formulation, Management
and Reporting Software
end
RECOMMENDATION(S):
Recommendation
That the Board of Supervisors approve the attached software agreement with Sherpa Government Solutions, LLC (Sherpa) to provide budget formulation, management and reporting software for a term of July 1, 2018 through June 30, 2023 for an amount not to exceed $524,447.35; authorize the Chair of the Board to execute the proposed agreement with Sherpa Government Solutions, LLC; and direct the Clerk of the Board to return two (2) fully executed originals to the County Administrative Office.
Body
SOURCE OF FUNDING:
Information Technology Fund 3550
DISCUSSION:
The County Administrative Office (CAO) prepares an annual budget that includes a published Proposed and Adopted Budget book. In addition, the CAO provides quarterly updates, as needed, to address any necessary budget adjustments and to provide your Board with information on any emergent issues. The county's current financial system, OneSolution, draws on old technology and lacks the functionality needed to address the increasing demands for financial tracking and reporting. Therefore, in July 2017, the CAO began researching budget formulation and reporting platforms that would not only provide efficiencies but also improve forecasting capabilities. As part of the research, the CAO invited both Sherpa and Questica, Inc., providers of budget formulation and reporting software, to demonstrate their software capabilities to county budget staff.
Staff indicated a clear preference for the platform offered by Sherpa based on familiarity and ease of use. In addition, a demonstration was conducted with Information Technology (IT) staff in both County IT and the Department of Health and Human Services Information Services to ensure compatible functionality with county infrastructure. Staf...
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