Memorandum
Date: February 25, 2020
To: The Honorable Moke Simon, Chair, Lake County Board of Supervisors
From: Cathy Saderlund, Auditor-Controller/County Clerk
Subject: Approve Long Distance Travel from March 16, 2020 to March 20, 2020 for Accountant-Auditor, Technology Anthony (Tony) Valdez to attend the CentralSquare 2020 Customer Event in Las Vegas, Nevada.
Your Board previously approved long distance travel for two of the Auditor-Controller/County Clerk’s Office management team members to attend the CentralSquare 2020 customer event in Las Vegas, Nevada. The Auditor-Controller’s office is requesting approval for an additional team member, Accountant-Auditor, Technology Anthony (Tony) Valdez, to attend that event as well. It was not known at the time of the previous request if it would be possible for Tony to attend and if it was possible to receive the reduced early bird registration. That has been secured and this subsequent request is submitted for your review.
Tony is the Auditor-Controller technology lead for the transition and implementation of our finance system from the current onsite environment to a cloud environment. This project was recommended by the County Technology Governance Committee and his attendance will provide valuable resources and tools for successfully completing this significant project.
As previously submitted, CentralSquare is the software used by the County for analytics, finance, and payroll. This event represents a critical opportunity for our county to ensure we get the most from our software investment, make industry and peer connections and stay informed of the latest technologies to help us serve our citizens and community.
Attendees receive three full days of intensive training opportunities; including expert-led breakout sessions and user-oriented presentations, as well as information about CentralSquare’s product roadmap. Attendees will be able to engage directly with CentralSquare developers and support team to ask detailed technical questions and outline the specific needs of Lake County’s use of their software.
Attending this event is important to maintaining our existing contacts and information, for overall efficient use of our finance software, as well as updating our county about the new solutions, ideas and expertise relating to our software investment.
The cost of this training event has been approved in the Auditor-Controller/County Clerk 19/20 budget and the approximate cost is - registration $399, airfare $198, transportation $92, hotel $897, meals $70, for a total of $1,656.
Fiscal and Staffing Impact Narrative:
Fill in the blanks below only if not budgeted:
Estimated Cost: $ 1,656 Amount Budgeted: $ 1,656 Additional Requested: ________ Future Annual Cost: ________
Consistency with Vision 2028 and/or Fiscal Crisis Management Plan (check all that apply): ☐ Not applicable
☐ Well-being of Residents ☐ Public Safety ☐ Infrastructure ☒ Technology Upgrades
☐ Economic Development ☐ Disaster Recovery ☐ County Workforce ☒ Revenue Generation
☐ Community Collaboration ☒ Business Process Efficiency ☐ Clear Lake ☒ Cost Savings
Request for Exemption from Competitive Bidding in accordance with County Code Chapter 2 Sec. 2-38:
Which exemption is being requested?
How long has Agreement been in place?
When was purchase last rebid?
Reason for request to waive bid?
Ap Approve Long Distance Travel from March 16, 2020 to March 20, 2020 for Accountant-Auditor, Technology Anthony (Tony) Valdez to attend the CentralSquare 2020 Customer Event in Las Vegas, Nevada.