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File #: 23-0828    Version: 1 Name:
Type: Approval Status: Consent Agenda
File created: 8/11/2023 In control: Information Services
On agenda: 8/29/2023 Final action:
Title: Approval of Retroactive Third Amendment to BOS Agreement No. 21-166 (Fourth Amendment to PA Agreement No. 21-132) with ClientFirst Consulting Group, LLC, DBA ClientFirst Technology Consulting for Continued Services Related to Post Go-Live Activities for the County-Wide Property Tax Software System Extending the End Date from June 30, 2023 to June 30, 2024
Attachments: 1. Agreement 21-166-A3, 2. 3rd Amendment, 3. 2nd Amendment, 4. 1st Amendment, 5. Master Agreement

 

To:  Board of Supervisors

FromInformation Technology

Meeting DateAugust 29, 2023

 

Department Contact:  

Steve Dunnicliff

Phone: 

707-463-4441

Department Contact:  

Tony Rakes

Phone: 

707-234-6348

 

Item Type:   Consent Agenda

 

Time Allocated for Item: N/A

 

 

Agenda Title:

title

Approval of Retroactive Third Amendment to BOS Agreement No. 21-166 (Fourth Amendment to PA Agreement No. 21-132) with ClientFirst Consulting Group, LLC, DBA ClientFirst Technology Consulting for Continued Services Related to Post Go-Live Activities for the County-Wide Property Tax Software System Extending the End Date from June 30, 2023 to June 30, 2024

End

 

Recommended Action/Motion:

recommendation

Approve retroactive third amendment to BOS Agreement No. 21-166 (fourth amendment to PA agreement no. 21-132) with ClientFirst Consulting Group, LLC, DBA ClientFirst Technology Consulting for continued services related to post go-live activities for the county-wide property tax software system extending the end date from June 30, 2023 to June 30, 2024; authorize the Chief Executive Officer or designee to sign any future amendments to the Agreement that do not increase the maximum amount; and authorize Chair to sign same.

End

 

Previous Board/Board Committee Actions:

In June 2013, the Board adopted a five-year Capital Improvement Plan (CIP) which included the replacement of the County’s property tax software system. In June 2015, the Board approved BOS agreement no. 15-056 for the acquisition of County-Wide Property Tax Software System and have approved several amendments between March 2017 and January 2023. In September 2021, the Board approved BOS agreement no. 21-166 (first amendment to Agreement No. PA 21-132), and in November 2021, the Board approved the first amendment to BOS agreement no. 21-166 (second amendment to Agreement No. PA 21-132), and in February 2023, the Board approved the second amendment to BOS agreement no. 21-166 (third amendment to Agreement No. PA 21-132).                     

 

Summary of Request

ClientFirst has been providing the County with third party project management consulting services to assist the County with the Aumentum Property Tax Software System project implementation since the application was determined critical for the County and due to resources required beyond existing internal resources.  The County went live with the Aumentum Property Tax System in February 2021. PA Agreement No. 21-132 with ClientFirst originally covered services through June 30, 2021. The Board approved subsequent amendments to assist with post go-live activities as implementation of additional modules continued.

 

This amendment is retroactive due to the additional project management tasks needed in relation to critical project milestones including Aumentum Final Acceptance, Williamson Act, and Supplemental billing continuing into the current fiscal year. It is recommended that the Board approve the fourth amendment to PA Agreement No. 21-132 with ClientFirst Consulting Group, LLC, DBA, ClientFirst Technology Consulting to extend the term to June 30, 2024.

 

 

Alternative Action/Motion:

Do not approve amendment and provide alternate direction to staff.                     

 

Does This Item Support the General Plan? N/A

 

Strategic Plan Priority Designation: An Effective County Government

 

Supervisorial District:  All

                                          

vote requirement:  Majority

                                          

 

 

Supplemental Information Available Online At: N/A

 

Fiscal Details:

source of funding: IT Reserve

budgeted in current f/y: Yes

current f/y cost: $2,978.75 contract balance

if no, please describe:

annual recurring cost: N/A

revenue agreement: No

 budget clarification: N/A

Agreement/Resolution/Ordinance Approved by County Counsel: Yes

 

CEO Liaison: Executive Office

 

 

CEO Review: Yes 

 

 

CEO Comments:

 

FOR COB USE ONLY

Executed By: Atlas Pearson, Senior Deputy Clerk

Final Status: Approved

Date: August 29, 2023

Executed Item Type: Agreement   Number: 21-166-A3