To: BOARD OF SUPERVISORS
From: Information Technology
Meeting Date: June 24, 2025
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Department Contact: |
Tony Rakes |
Phone: |
707-234-6348 |
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Department Contact: |
Alex Land |
Phone: |
707-234-6348 |
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Item Type: Consent Agenda |
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Time Allocated for Item: N/A |
Agenda Title:
title
Approval of First Amendment to BOS Agreement 25-012 (Third Amendment to PA Agreement No. 24-54) with ClientFirst Consulting Group, LLC, DBA ClientFirst Technology in the Amount of $0 for a Total of $105,000 and to Extend the Termination Date from June 30, 2025, to June 30, 2026, to Provide Continued Consulting Services Related to Implementation Project Management Oversight with Munis Improvements
End
Recommended Action/Motion:
recommendation
Approve first amendment to BOS Agreement 25-012 (third amendment to PA Agreement No. 24-54) with ClientFirst Consulting Group, LLC, DBA ClientFirst Technology in the amount of $0 for a total of $105,000 and to extend the termination date from June 30, 2025 to June 30, 2026, to provide continued consulting services related to implementation project management oversight with Munis improvements; authorize the Chief Executive Officer or designee to sign any future amendments that do not increase the total contract amount; and authorize Chair to sign same.
End
Previous Board/Board Committee Actions:
In June 2022, ClientFirst was one of three vendors prequalified through a competitive process for information technology project management and technical assistance services.
On February 28, 2024, the Purchasing Agent approved Agreement No. PA-24-54 with a total contract amount of $30,000 for Munis Improvements. On May 14, 2024, The Purchasing Agent approved the first amendment to Agreement No. PA-24-54 extending the term from June 30, 2024, to June 30, 2025. On February 11, 2025, the Board of Supervisors approved the second amendment to Agreement no. PA-24-54 to increase the total contract amount from $75,000 to $105,000.
Summary of Request:
The Executive Office - Information Technology Division is recommending a term extension from June 30, 2025, to June 30, 2026, for project management and technical assistance service needs for additional Munis improvement projects in FY 25-26. No additional funds are requested through this amendment.
This contract will continue to support efforts to implement best practice processes within the Tyler Munis finance system, utilize unused/underutilized program modules, and streamline department workflows. To date, this contract has assisted with improvements to bank reconciliation, payroll processes, system permissions, and budget entry. Approval of this contract amendment will result in further system utilization and improvements to invoice entry, budget adjustments, capital budget management, budget scenario module, and role-based access permissions.
Alternative Action/Motion:
Do not approve and provide direction to staff.
Strategic Plan Priority Designation: An Effective County Government
Supervisorial District: All
Vote Requirement: Majority
Supplemental Information Available Online At: N/A
Fiscal Details:
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source of funding: IT Reserve, BU 0717 |
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current f/y cost: FY 25-26 $67,599 |
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budget clarification: Remaining FY 24-25 Contract balance will be carried forward |
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annual recurring cost: N/A |
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budgeted in current f/y (if no, please describe): Yes |
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revenue agreement: No |
AGREEMENT/RESOLUTION/ORDINANCE APPROVED BY COUNTY COUNSEL: Yes
CEO Liaison: Executive Office
CEO Review: Yes
CEO Comments:
FOR COB USE ONLY
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Executed By: Atlas Pearson, Senior Deputy Clerk |
Final Status: Approved |
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Date: June 24, 2025 |
Executed Item Type: Agreement |
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Number: 25-012-A1 |
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