REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF THE COUNTY OF SAN BERNARDINO
AND RECORD OF ACTION
June 22, 2021
FROM
ENSEN MASON, Auditor-Controller/Treasurer/Tax Collector
SUBJECT
Title
Agreements with Wolters Kluwer Financial Services, Inc. for Support and Maintenance of TeamMate Audit Software
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RECOMMENDATION(S)
Recommendation
1. Approve Terms and Conditions with Wolters Kluwer Financial Services, Inc., to be accepted electronically, for future purchases of licensing, support, and maintenance of TeamMate, an electronic audit management software system, for the period of March 1, 2021, through February 28, 2022, automatically renewing thereafter.
2. Approve Global Subscription and Services Agreement with Wolters Kluwer Financial Services, Inc., to be accepted electronically, for future purchases to access and use the TeamMate electronic audit management software suite, for the period of March 1, 2021, through February 28, 2022, automatically renewing thereafter.
3. Approve Global License, Support and Services Agreement with Wolters Kluwer Financial Services, Inc., to be accepted electronically, for future purchases for licensing, support, and maintenance of TeamMate, an electronic audit management software system, for the period of March 1, 2021, through February 28, 2022, automatically renewing thereafter.
4. Authorize the Purchasing Agent to electronically accept the Terms and Conditions, Global Subscription and Services Agreement, and Global License, Support and Services Agreement with Wolters Kluwer Financial Services, Inc. as approved.
(Presenter: Tori Roberts, Assistant Auditor-Controller/Treasurer/Tax Collector, 382-7005)
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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). Sufficient appr...
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