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File #: 25-1342    Version: 1 Name:
Type: Informational Report Status: Consent Agenda
File created: 11/6/2025 In control: Auditor-Controller
On agenda: 11/18/2025 Final action:
Title: Data Release Agreement with U.S. Bank National Association Regarding the Import of Automated Credit Card Transactional Data
Strategic Framework: 3000 – WORKFORCE & OPERATIONAL EXCELLENCE, 3001 – Support a well-trained workforce
Attachments: 1. Staff Report, 2. US Bank Data Release Form
To: Board of Supervisors

From: Auditor-Controller

Agenda Section: Consent

Vote Requirement: Majority

SUBJECT:title
Data Release Agreement with U.S. Bank National Association Regarding the Import of Automated Credit Card Transactional Dataend

RECOMMENDATION(S):Recommendation
That the Board of Supervisors:
1. Approve, and authorize the Humboldt County Auditor-Controller, or designee thereof, to execute, the attached Data Release Agreement with U.S. Bank National Association regarding the import of automated credit card transactional data; and
2. Direct the Clerk of the Board to provide the Auditor-Controller's Office with one (1) fully executed, certified copy of the Board order related to this item.

Body
STRATEGIC PLAN:
The recommended actions support the following areas of the Board of Supervisors' Strategic Plan:

Area of Focus: Workforce & Operational Excellence
Strategic Plan Category: 3001 - Support a well-trained workforce

DISCUSSION:
The Humboldt County Administrative Office - Purchasing and Disposition Team manages and distributes credit cards ("Cal Cards") to select permanent, full-time County of Humboldt staff for small-dollar, urgent-need purchases. The County of Humboldt currently uses an in-house designed system to process transactions, which leverages Microsoft Excel and pushes the software to its limits.

In early 2024, a Microsoft update to the Excel software disabled a feature that the Cal Card system relied on. It took several days of troubleshooting to fix the issue this created. The Auditor-Controller's Office determined that this system was a substantial weakness in the County of Humboldt's payment environment and that a full failure of the system would have a high likelihood of delaying a payment and causing the County of Humboldt to incur late fees, service shutdowns and reputational harm.

Upon examining several options, it was determined that using the County of Humboldt's enterprise resource planning software, Financ...

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