TO: Board of Supervisors
FROM: Greg Bown, Interim Chief Technology Officer - Information Technology Services
REPORT BY: Julia Bordona, Staff Services Manager
SUBJECT: Amendment No. 1 to Agreement No. 250209B with Infoverity U.S., Inc.

RECOMMENDATION
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Approve and authorize Amendment No. 1 to Agreement No. 250209B with Infoverity U.S., Inc. to extend the term for an additional year through June 30, 2026 and increase the maximum contract amount from $100,000 to $200,000. (Fiscal Impact: $100,000 Expense; Information Technology Services Fund; Budgeted; Discretionary)
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BACKGROUND
On November 28, 2023, the Board of Supervisors approved Capital Improvement Project 24011, “Enterprise Data Management” and professional services agreement No. 240184B with Infoverity, U.S. Inc. for a maximum amount of $604,640, which included consulting and project management professional services for the implementation of a new Enterprise Data Management Software solution. The County started the implementation of Master Data Management (MDM) system in December 2023 and completed the project on time on April 4, 2024.
The original contract included $55,000 for travel expenses that were never spent because the entire project was done virtually. On May 7, 2024, the Board approved Amendment No. 1 to agreement No. 240184B with Infoverity, U.S. Inc. to repurpose unused project travel budget of $55,000 for extended post Go-Live support services.
In October 2024, the Board approved agreement No. 250209B with Infoverity U.S., Inc. for consulting services which allowed the County to leverage Infoverity’s resources, knowledge, and deep experience with the MDM platform as well as data analytics and visualization. The MDM platform offers functionality and opportunities that go well beyond what was included in the implementation, but there continues to be a technical learning curve that needs to be bridged to leverage those benefits. With the approval of today’s requested action, ITS will be able to continue engaging Infoverity to provide the specialized expertise and support necessary to optimize the use of the MDM platform, enhance data governance capabilities, and accelerate progress toward enterprise-wide data integration and insights.
Requested Action:
Approval and authorization of Amendment No. 1 to Agreement No. 250209B with Infoverity U.S., Inc. extending the term through June 30, 2026, increasing the contract amount by $100,000 for a new maximum of $200,000.
FISCAL & STRATEGIC PLAN IMPACT
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Is there a Fiscal Impact? |
Yes |
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Is it currently budgeted? |
Yes |
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Where is it budgeted? |
Information Technology Services (ITS), Fund 4200 |
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Is it Mandatory or Discretionary? |
Discretionary |
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Discretionary Justification: |
This request will allow the County extended use of the Master Data Management platform, provide guidance and knowledge transfer to County staff, and help develop a plan for data analysis and visualization. |
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Is the general fund affected? |
No |
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Future fiscal impact: |
The ongoing costs are included in the ITS budget and charged to departments as part of the ITS cost allocation. |
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Consequences if not approved: |
If not approved, the onboarding of new data sets and functionality will take longer. |
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ENVIRONMENTAL IMPACT
ENVIRONMENTAL DETERMINATION: The prosed action is not a project as defined by 14 California Code of Regulations 15378 (State CEQA Guidelines) and therefore CEQA is not applicable.