San Bernardino header
File #: 4370   
Type: Consent Status: Passed
File created: 6/15/2021 Department: Auditor-Controller/Treasurer/Tax Collector
On agenda: 6/22/2021 Final action: 6/22/2021
Subject: Agreements with Wolters Kluwer Financial Services, Inc. for Support and Maintenance of TeamMate Audit Software
Attachments: 1. CON-ATC-6-22-21-WKFS Global License, Support and Services Agreement, 2. CON-ATC-6-22-21-WKFS Global Subscription and Services Agreement, 3. CON-ATC-6-22-21-WKFS Terms and Conditions, 4. COV-ATC-6-22-21-WKFS Global License, Support and Services Agreement, 5. COV-ATC-6-22-21-WKFS Global Subscription and Services Agreement, 6. COV-ATC-6-22-21-WKFS Terms and Conditions, 7. Item #17 Executed BAI, 8. 21-466 Executed Contract, 9. 21-467 Executed Contract, 10. 21-468 Executed Contract
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
End

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)
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). Sufficient appr...

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