REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF SAN BERNARDINO COUNTY
AND RECORD OF ACTION
January 14, 2025
FROM
JOSIE GONZALES, Assessor-Recorder-County Clerk
SUBJECT
Title
Amendment to Agreement with The Software Revolution, Inc. for Engineering Support Services
End
RECOMMENDATION(S)
Recommendation
Approve Amendment No. 4 to Agreement No. 23-1006 with The Software Revolution, Inc., revising the price list to include additional engineering support services for the Property Information Management System Upgrade Project, increasing the contract amount by $216,000, from $1,251,652 to $1,467,652, and extending the term by one year, for a total agreement term of January 23, 2023, through January 22, 2026.
(Presenter: Josie Gonzales, Assessor-Recorder-County Clerk, 382-3208)
Body
COUNTY AND CHIEF EXECUTIVE OFFICER GOALS & OBJECTIVES
Improve County Government Operations.
Operate in a Fiscally-Responsible and Business-Like Manner.
FINANCIAL IMPACT
Approval of this item will not result in the use of additional Discretionary General Funding (Net County Cost). The total agreement amount is increasing by $216,000, from $1,251,652 to $1,467,652 for additional engineering support services. Adequate appropriation and revenue have been included in the Assessor’s Property Information Management System (PIMS) Upgrade Project 2024-25 budget (3119992756) and will be included in the 2025-26 Recommended Budget.
BACKGROUND INFORMATION
The Assessor Division of the Assessor-Recorder-County Clerk Department (ARC) is responsible for locating, describing, and identifying ownership of property within the County; establishing a taxable value for properties subject to taxation; applying applicable legal exemptions; and publishing annual and supplemental assessment rolls. The ARC is the main data source for many internal and external public agencies, property owners, and business entities for public records. PIMS, the current Information Technology (IT) system that houses this data, is being modernized to a supportable IT platform that uses current and industry-standard programming languages. The new modernized system will be called the Assessor’s Information Management System (AIMS).
On January 23, 2023, as a result of a non-competitive procurement, the Purchasing Department approved Agreement No. 4400021608 with The Software Revolution, Inc. (TSRI) for engineering support services in the total amount of $1,000,000 for the five-year term of January 23, 2023, through January 22, 2028, to assist with the modernization of PIMS.
On September 12, 2023 (Item No.13), the Board of Supervisors (Board) approved Amendment No.1 to Agreement No. 23-1006 (formerly SAP Agreement No. 4400021608) with TSRI, revising the scope of work to include additional engineering support services for the AIMS project, adding a milestone payment schedule, with no change to the contract amount of $1,000,000, and shortening the term from five years to two years, for a total term of January 23, 2023 through January 22, 2025.
On May 7, 2024 (Item No.18), the Board approved Amendment No. 2 to Agreement No. 23-1006, revising the scope of work to include additional engineering support services for the AIMS Project and increasing the Agreement amount by $250,000, from $1,000,000 to $1,250,000, with no change to the term of January 23, 2023, through January 22, 2025.
On June 11, 2024 (Item No. 33), the Board approved Amendment No. 3 to Agreement No. 23-1006 for the license transfer request of a Mescius Inc. Spread.NET developer license and to increase the agreement amount by $1,652 from $1,250,000 to $1,251,652, with no change to the term of January 23, 2023, through January 22, 2025.
TSRI’s role in modernizing PIMS is to transform the existing legacy code into modern code in five phases. TSRI offers unique software documentation, transformation, refactoring, and modernization services. Modernization of PIMS will maintain the consistency and protection of data throughout Assessor systems.
Amendment No. 4 will allow the ARC to continue the modernization of PIMS by revising the price list to include additional engineering support services and extending the term of the Agreement by one year to provide time for completing the five phases.
PROCUREMENT
Not applicable.
REVIEW BY OTHERS
This item has been reviewed by County Counsel (Kenneth Brown, Deputy County Counsel, 387-5455) on December 13, 2024; Purchasing (Ariel Gill, Supervising Buyer, 387-2070) on December 13, 2024; Innovation and Technology (Lynn Fyhrlund, Chief Information Officer, 388-5501) on December 13, 2024; Finance (Kathleen Gonzalez, Administrative Analyst, 387-5412) on December 17, 2024; Finance and Administration (Paloma Hernandez-Barker, Deputy Executive Office, 387-5423) on December 26, 2024.