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File #: 4946   
Type: Consent Status: Passed
File created: 9/28/2021 Department: County Administrative Office
On agenda: 10/5/2021 Final action: 10/5/2021
Subject: License Renewal for Customer Relationship Management Software
Attachments: 1. ADD-COV-CAO-100521-Carahsoft License Renewal for CRM-S-Docs, 2. R1-COV-CAO-100521-Carahsoft License Renewal for CRM, 3. R1-ATT-CAO-100521-Carahsoft Quote No. 31215377 Final, 4. Item #26 Executed BAI, 5. 21-751 Executed Contract, 6. 21-752 Executed Contract
REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF SAN BERNARDINO COUNTY
AND RECORD OF ACTION

October 5, 2021

FROM
LEONARD X. HERNANDEZ, Chief Executive Officer, County Administrative Office

SUBJECT
Title
License Renewal for Customer Relationship Management Software
End

RECOMMENDATION(S)
Recommendation
1. Approve Quote No. 31215377 and Salesforce.com Terms of Use with Carahsoft Technology Corp. for cloud services for data storage for use in conjunction with the Customer Relationship Management system, for a total amount not to exceed $248,730.46, for the period October 6, 2021 through October 5, 2022 for Line Nos. 8-15, and for the period October 8, 2021 through October 7, 2022 for Line Nos. 1-7 under Quote No. 31215377.
2. Authorize the Chief Executive Officer or County Chief Operating Officer, to electronically accept the Salesforce.com, Inc. License Agreements and Terms, related to Recommendation Nos. 1 and 3, necessary for the implementation of the Customer Relationship Management system, subject to review by County Counsel, provided that such License Agreements and Terms do not result in additional costs to be incurred by the County, and do not extend the duration of the contract.
3. Approve Quote No. 31215377 with Carahsoft Technology Corp. for the "S-Docs" add-on, for use in conjunction with the Customer Relationship Management system, for a total amount not to exceed $4,779.58, for the period December 31, 2021 through December 30, 2022 for Line No. 16 under Quote 31215377.
4. Designate the Chief Executive Officer or County Chief Operating Officer to approve and sign financial change orders up to $25,000 for Contract No. 20-916 with Incapsulate, LLC, as they pertain to changes to or confirmation of the scope of work of the Customer Relationship Management system, subject to review by County Counsel.
5. Designate the Chief Executive Officer or County Chief Operating Officer to approve and sign non-financial change orders for Contr...

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