Department: Purchasing
Department Head/Elected Official: Paige McInnis
Regular or Supplemental RCA: Regular RCA
Type of Request: Contract - Renewal
Project ID (if applicable): 220083
Vendor/Entity Legal Name (if applicable): Wolters Kluwer Financial Services, Inc.
MWDBE Contracted Goal (if applicable): N/A
MWDBE Current Participation (if applicable): N/A
Justification for 0% MWDBE Participation Goal: 0% - Non-Divisible
Request Summary (Agenda Caption):
title
Request for approval of a renewal option with Wolters Kluwer Financial Services, Inc. for audit management and electronic work paper software solutions for the Auditor's Office for the period of February 27, 2025 - February 26, 2026, at a cost of $92,363 (220083), Justification for 0% MWDBE Participation Goal: 0% - Non-Divisible.
end
Background and Discussion:
We were seeking to replace our existing internally hosted audit management software with a more
robust, cloud-based software. The software change will achieve the following:
1. Move from a county on-premises server to the cloud will cut down on error-driven
downtime and reduce usage of Universal Services resources;
2. Access latest system updates when available, minimizing Auditor downtime and Universal Services involvement to update the system;
3. Enhance our ability to operate within standards established by the Institute of Internal Auditors(IIA), the authoritative body for internal audit;
4. Improve our ability to report on progress and department metrics in real time; and
5. Provide a more user-friendly experience and enables deeper insights in a timely, costeffective manner for more informed business decisions.
Expected Impact:
N/A
Alternative Options:
N/A
Alignment with Goal(s): N/A
_ Justice and Safety
_ Economic Opportunity
_ Housing
_ Public Health
_ Transportation
_ Flooding
_ Environment
_ Governance and Customer Service
Prior Court Action (if any):
|
Date |
Agenda Item # |
Action Taken |
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11/15/2022 |
252 |
Agreement Approved |
|
10/10/2023 |
270 |
Renewal Approved |
Location: N/A
Address (if applicable): N/A
Precinct(s): Choose an item.
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Fiscal and Personnel Summary |
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Additional Budget Request (Requires Fiscal Review Request Form) |
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Total Additional Budget Request |
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Total Funding Request |
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Personnel (Fill out section only if requesting new PCNs) |
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Current Position Count for Service |
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Additional Positions Request |
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Total Personnel |
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Anticipated Court Date: 10/29/2024
Anticipated Implementation Date (if different from Court date): N/A
Emergency/Disaster Recovery Note: Not an emergency, disaster, or COVID-19 related item
Contact(s) name, title, department: Carmella Sanford, Executive Assistant to Mike Post, County Auditor; Kennedy Harden, Buyer, Purchasing
Attachments (if applicable): Letter