REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF THE COUNTY OF SAN BERNARDINO
AND RECORD OF ACTION
June 8, 2021
FROM
ENSEN MASON, Auditor-Controller/Treasurer/Tax Collector
SUBJECT
Title
Master Software and Services Agreement with UiPath for Robotic Process Automation Software and Support Services
End
RECOMMENDATION(S)
Recommendation
Approve Master Software and Services Agreement with UiPath for robotic process automation and artificial intelligence technologies effective June 8, 2021, through June 7, 2026.
(Presenter: Douglas R. Boyd, Assistant Auditor-Controller/Treasurer/Tax Collector, 382-7004)
Body
COUNTY AND CHIEF EXECUTIVE OFFICER GOALS & OBJECTIVES
Improve County Government Operations.
Operate in a Fiscally-Responsible and Business-Like Manner.
FINANCIAL IMPACT
This item will not result in the use of additional Discretionary General Funding (Net County Cost). Sufficient appropriation has been included in the Auditor-Controller/Treasurer/Tax Collector's (ATC) 2021-21 budget and will be included in future recommended budgets.
BACKGROUND INFORMATION
ATC continues to adopt and leverage cost optimizing technologies, such as robotic process automation (RPA) software, to improve business and IT operations, reduce inefficiencies, and save costs. ATC's virtual robots can streamline and automate manual repetitive tasks behind the scenes, allowing staff to focus on more complex and critical business processes. As an example, a court order in 2020 required ATC's Property Tax Division to correct over 43,000 tax bills by removing a special assessment for fire service fee (FP-5) and issue refunds to taxpayers in less than 30 days. With the use of the RPA program to bypass the need for staff to manually input and process refunds in the mainframe system, Property Tax successfully automated the correction processes, which would have taken about 900 hours for four full-time staff to complete in a month. In other use cases, scripts running on...
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