Memorandum
Date: February 14, 2023
To: The Honorable Lake County Board of Supervisors
From: Jenavive Herrington, Auditor Controller/Clerk
Subject: Approve Long Distance Travel for Jenavive Herrington, Auditor Controller/Clerk, to attend GFOA Advanced Governmental Accounting training in Chicago, Illinois, from March 21-23, 2023
Executive Summary:
As your Board is aware, Jenavive Herrington, was recently elected to Auditor Controller/Clerk, and will be maintaining and broadening her skillset and contributions to meet current and long-term County needs.
The Auditor’s Office is requesting approval to send Ms. Herrington to a training entitled “Accounting and Financial Reporting-Advanced Governmental Accounting.” The course is designed for CFO/Finance Director, Controller, Accountants to learn and obtain updated information regarding specialized accounting and financial reporting used by state and local governments for selected topics through lecture, discussion, and exercises. CPE units will be earned during this training.
GFOA represents the entire United States and Canada. They are headquartered in Illinois, and these valuable trainings and conferences are oftentimes held in their offices. All efforts to reduce costs will be made.
Therefore, pursuant to 1.3, D, of the County of Lake Travel Policy, we request your Board approve travel exceeding 1,500 miles, to facilitate Ms. Herrington accessing this valuable training.
If not budgeted, fill in the blanks below only:
Estimated Cost: ________ Amount Budgeted: ________ Additional Requested: ________ Future Annual Cost: ________
Purchasing Considerations (check all that apply): ☒ Not applicable
☐ Fully Article X. <https://library.municode.com/ca/lake_county/codes/code_of_ordinances?nodeId=COOR_CH2AD_ARTXPU_S2-38EXCOBI>- and/or Consultant Selection Policy <http://lcnet.co.lake.ca.us/Assets/Intranet/Policy/Policies+$!26+Procedures+Manual/Ch4_2021v2.pdf>-Compliant (describe process undertaken in “Executive Summary”)
☐ Section 2-38 <https://library.municode.com/ca/lake_county/codes/code_of_ordinances?nodeId=COOR_CH2AD_ARTXPU_S2-38EXCOBI> Exemption from Competitive Bidding (rationale in “Executive Summary,” attach documentation, as needed)
☐ For Technology Purchases: Vetted and Supported by the Technology Governance Committee <http://lcnet.co.lake.ca.us/Assets/Intranet/Intranet+Forms/Information+Technology/AdvPlan.pdf> (“Yes,” if checked)
☐ Other (Please describe in Executive Summary)
Consistency with Vision 2028 <http://www.lakecountyca.gov/Government/Directory/Administration/Visioning/Vision2028.htm> (check all that apply): ☐ Not applicable
☐ Well-being of Residents ☐ Public Safety ☒ Disaster Prevention, Preparedness, Recovery
☒ Economic Development ☐ Infrastructure ☐ County Workforce
☒ Community Collaboration ☒ Business Process Efficiency ☐ Clear Lake
Recommended Action: Approve Long Distance Travel for Jenavive Herrington, Auditor Controller/Clerk, to attend GFOA Advanced Governmental Accounting training in Chicago, Illinois, from March 21-23, 2023.