REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF SAN BERNARDINO COUNTY
AND RECORD OF ACTION
September 22, 2026
FROM
JAMES LOCURTO, Director, Transitional Assistance Department
SUBJECT
Title
Amendment to Contract with Exemplar Analytics Corp dba Exemplar Human Services for Reporting Tools and Services
End
RECOMMENDATION(S)
Recommendation
Approve Amendment No. 1 to Contract No. 23-1389 with Exemplar Analytics Corp dba Exemplar Human Services, for customized reporting tools and services, updating definitions, standard contract language and the vendor’s legal name, increasing the contract amount by $1,292,433, from $3,877,299 to a total contract amount of $5,169,732, and exercising the first option to extend the contract term by one-year, for a total contract period of February 1, 2024 through January 31, 2028.
(Presenter: James LoCurto, Director, 388-0245)
Body
COUNTY AND CHIEF EXECUTIVE OFFICER GOALS & OBJECTIVES
Provide for the Safety, Health and Social Service Needs of County Residents.
FINANCIAL IMPACT
Approval of this item will not result in the use of additional Discretionary General Funding (Net County Cost). The $1,292,433 annual cost will be funded with 95% ($1,227,811) state and federal funds made available through the California Work Opportunity and Responsibility to Kids (CalWORKs), Medi-Cal and CalFresh allocations, and 5% ($64,622) Net County Cost. Adequate appropriation and revenue have been included in the Human Services Administrative Claim 2026-27 budget and will be included in future recommended budgets.
BACKGROUND INFORMATION
The Transitional Assistance Department (TAD) is responsible for administering the CalWORKs, Welfare-to-Work (WTW), CalFresh, Medi-Cal, Childcare, and Foster Care programs. In an effort to meet mandated performance standards, TAD must have a reliable system to effectively monitor caseload activity and productivity, and the administration of the various programs offered through TAD.
Exemplar Analytics Corp dba Exemplar Human Services (Exemplar), formerly eXemplar Human Services LLC, specializes in providing analytical services to public assistance, WTW, and human services agencies to monitor and analyze key elements of client engagement and performance, eligibility caseload activities, and the design of performance management enhancement recommendations for integrating data trend analysis into regular agency performance management processes.
On December 19, 2023 (Item No. 97), as a result of a non-competitive procurement, the Board of Supervisors approved Contract No. 23-1389 with Exemplar to provide reporting tools and services, in the amount of $3,877,299, for the contract period of February 1, 2024 through January 31, 2027.
Contract No. 23-1389 outlines that the contract term may be extended for two additional one-year periods by mutual agreement of the parties. Approval of Amendment No. 1 (Amendment) with Exemplar will exercise the first one-year extension option and allow TAD to continue to receive customized reporting tools and services through Exemplar’s proprietary software. The reports provide TAD with the necessary tools to enhance overall performance to meet mandated program requirements and improve service delivery and accuracy of benefits provided to eligible residents of San Bernardino County. The reports provide work lists for specific categories, caseload activities, and statistics that show key ratios related to specific operations at all levels of the organization. This information allows executive staff, managers, supervisors, and line staff to monitor performance and manage daily caseload tasks. The Amendment also updates definitions within the contract, standard contract language, and the vendor’s legal name from eXemplar Human Services LLC to Exemplar Analytics Corp dba Exemplar Human Services, which TAD was notified of in August 2026.
Currently, the California Statewide Automated System, formerly C-IV, utilized by TAD and other California counties does not provide these robust analytical reports. Use of Exemplar’s reports and services has provided TAD with the necessary tools to effectively monitor performance and outcomes regarding eligibility and other program mandates. Failure to receive these reports would significantly impact TAD’s current business practices and would deny management and workers ready access to key engagement data such as case/individual identities, activity history, and activity profiles used to create and provide engagement status reports by unit, district, and county.
PROCUREMENT
Not applicable.
REVIEW BY OTHERS
This item has been reviewed by Human Services (Lisa Rivas-Ordaz, Contracts Manager, 388-0222) on July 7, 2026; County Counsel (Adam Ebright, Deputy County Counsel, 387-5455) on August 12, 2026; and County Finance and Administration (Amanda Trussel, Principal Administrative Analyst, 387-4773) on September 3, 2026.