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Treasurer presents DebtBook investment‑tracking software; Board approves order form
Summary
Grand County Treasurer Marcy Wheatley presented an order form for Fifth Asset, Inc. d/b/a DebtBook to track county investments; initial prorated term Aug. 1–Nov. 21 costs $3,746 with option for a 3‑year renewal at $12,100/year (subject to annual appropriation); Board approved the agreement (3‑0).
Treasurer Marcy Wheatley presented an order form and agreement with Fifth Asset, Inc. (DebtBook) for an investment management module to track county investments, maturity dates, and call dates across entities.
Wheatley summarized costs: a prorated initial term from Aug. 1 to Nov. 21 for $3,746.00 and an option to renew for three years at $12,100.00 per year, subject to annual budget appropriations. The Board voted to approve the DebtBook order form and authorized the Chair to sign the documents; motion carried 3‑0.
Wheatley reported delinquent tax accounts (~726) and deed‑of‑trust releases (832 year‑to‑date) but noted foreclosures remain low.
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