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Santa Clara County Civic Gallery Board of Supervisors agenda intelligence

Matter SCC-129633

Approve Tenth Amendment to Agreement with IBM, relating to providing software subscription and professional services for a technology business management software solution increasing the maximum contract amount by $1,508,000 from $4,257,000 to $5,765,000 and extending the Agreement for a 36-month period through August 14, 2029, that has been reviewed and approved by County Counsel as to form and legality. An exception to Board of Supervisors Policy 5.4.5.4, Length of Term of Contracts, has been approved by the Office of Countywide Contracting Management. (LA)

Technology & Data Board of Supervisors
5 Documents on file 2.22 MB · 5 extracted · 5 AI summaries
File
SCC-129633
Type
Unknown
Status
Unknown
Requester
Unknown
Introduced
Unknown
Last synced
16 Jul 2026 · 05:45

The papers

01 150 KB

Agreement/Amendment Printout

150 KB Extracted AI Summary
file Unknown sha 53338ebcdbbb source Open source document ↗
Generated summary AI-assisted

The document outlines a recommendation for the Board of Supervisors to approve the Tenth Amendment to the Agreement with IBM, which involves providing software subscription and professional services for a technology business management software solution. This amendment proposes to increase the maximum contract amount by $1,508,000 and extend the agreement for an additional 36 months. The document also discusses the fiscal implications, contract history, and the impact of the recommended action on children and seniors.

Key points
  • The Tenth Amendment to the Agreement with IBM is recommended for approval.
  • The maximum contract amount will increase from $4,257,000 to $5,765,000.
  • The agreement will be extended for a 36-month period through August 14, 2029.
  • There is no new impact to the General Fund or Technology Services and Solutions Department.
  • The agreement includes annual cost-of-living adjustments of up to 3%.
  • The contract history includes nine previous amendments and the acquisition of Apptio, Inc. by IBM.
  • The recommended action will have no/neutral impact on children, seniors, or sustainability.
Limitations
  • The document does not specify the exact date of the Board of Supervisors meeting.
  • Some sections contain unresolved placeholders or links that are not fully detailed.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 8,889 chars
County of Santa Clara Technology Services and Solutions Department 129633 DATE: June 23, 2026 TO: Board of Supervisors FROM: David Campos, Deputy County Executive Ameen Moslehi, Chief Information Officer SUBJECT: Tenth Amendment to Agreement with International Business Machines Corporation ("IBM") RECOMMENDED ACTION Approve Tenth Amendment to Agreement with IBM, relating to providing software subscription and professional services for a technology business management software solution increasing the maximum contract amount by $1,508,000 from $4,257,000 to $5,765,000 and extending the Agreement for a 36-month period through August 14, 2029, that has been reviewed and approved by County Counsel as to form and legality. An exception to Board of Supervisors Policy 5.4.5.4, Length of Term of Contracts, has been approved by the Office of Countywide Contracting Management. (LA) FISCAL IMPLICATIONS There is no new impact to the General Fund or Technology Services and Solutions Department (TSS) as a result of this action. Sufficient funding is available within the existing budget to support the contract going forward. The agreement includes annual cost-of-living adjustments (COLA) of up...
02 531 KB

4300011802_Apptio AM05_Executed

531 KB Extracted AI Summary
file Unknown sha 39d2a0288468 source Open source document ↗
Generated summary AI-assisted

The source text indicates this attachment appears to be a draft document.

This document is the Fifth Amendment to the Agreement between the County of Santa Clara and Apptio, Inc. for application subscription and professional services. It amends the original agreement dated August 15, 2015, to provide professional services and software subscription services for a technology business management software solution. The amendment includes changes to insurance requirements, maximum compensation, and definitions related to County data and information security compliance. The maximum compensation is increased to $1,707,000, and various sections regarding data confidentiality and security obligations are detailed.

Key points
  • Fifth Amendment to Agreement 4300011802 between County of Santa Clara and Apptio, Inc.
  • Original agreement date: August 15, 2015.
  • Maximum compensation increased to $1,707,000.
  • Includes revisions to insurance requirements and data confidentiality provisions.
  • Contractor must notify County of any unauthorized access to County Data within 24 hours.
Limitations
  • The document contains placeholders and unresolved sections, such as specific dates and signatures.
  • Some sections of the text are truncated, leading to incomplete information.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 21,194 chars
         County of Santa Clara %RDUGContract Amendment Cover Sheet This form is to be used for the execution of any amendments to existing %RDUG&RQWUDFWV which may be signed under the delegated signature authority of the Director of Procurement. Department to submit as part of the attachments for SAP Requisition. Section I: GENERAL INFORMATION Contractor Name: (As Displayed In SAP) Purchase Order Number: REQ# 30030642 Vendor Number Apptio, Inc. (As Assigned in SAP) 1037321  Brief Description of Services: Apptio provides Technology Services and Solutions (TSS) with IT Financial Management software and support solutions. Agency/Department Name: Technology Services and Solutions Agency/Department Contact: Carlos Austin Department Number: 0145 Telephone Number: 408-918-3342 Section II: CONTRACT SUMMARY Department to provide all contract documents in SAP for full review of contract history. Contract Term: Start Date: 8/15/2015 New Contract End Date (if changing with this Amendment): New Contract Amount Amount Original/Amendment #: Fiscal Year Original Contract Amendment #: 1 Amendment #: 2 Amendment #: 3 Amendment #: 4...
03 1.07 MB

IBM Amendment 09_Final Executed 2

1.07 MB Extracted AI Summary
file Unknown sha 90af963a5f2b source Open source document ↗
Generated summary AI-assisted

This document is the Ninth Amendment to Agreement 4300011802 between the County of Santa Clara and IBM, which was formerly known as Apptio, Inc. The amendment recognizes IBM's assumption of all contractual obligations from Apptio, Inc. and extends the agreement for two additional years. Key provisions include the agreement title, agreement number, initial award date, term of agreement, total agreement value, and contact information for county representatives and the supplier. Several sections of the agreement have been revised, including indemnity clauses, compliance with laws, and provisions regarding the transition of services upon termination.

Key points
  • The Ninth Amendment supersedes the Eighth Amendment.
  • IBM assumes all obligations from Apptio, Inc. following its acquisition.
  • The term of the agreement is extended to August 14, 2026.
  • Total agreement value is not to exceed $4,257,000.
  • Revisions include changes to indemnity provisions and compliance with laws.
Limitations
  • The text contains unresolved placeholders and incomplete sections.
  • Some sections are truncated and may not provide complete information.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 275,897 chars
               County of Santa Clara Technology Services and Solutions 180 W. Tasman Dr. | San José, California 95134 | (408) 918-7127 NINTH AMENDMENT TO AGREEMENT 4300011802 BY and BETWEEN COUNTY OF SANTA CLARA and IBM (formerly known as APPTIO, INC.) For application subscription and professional services This is the NINTH Amendment, which supersedes the Eighth Amendment, to the Agreement between the County of Santa Clara (“County”) and International Business Machines Corporation (“Contractor or IBM”), originally entered into between County and Apptio, Inc. on August 11, 2015, to provide professional services and software subscription services for a technology business management software solution. Apptio, Inc. was acquired by IBM on August 10, 2023, and the parties desire to formerly recognize that IBM is assuming all contractual obligations from Apptio, Inc. and to exercise the two (2) remaining years of the Agreement. This Agreement is amended as follows, effective August 15, 2024: KEY PROVISIONS, is hereby added to this Agreement as depicted in the section below: KEY PROVISIONS...
04 196 KB

IBM 10th Amendment (4300023411) - For BOS Signatures

196 KB Extracted AI Summary
file Unknown sha 15ff8f4e2ddd source Open source document ↗
Generated summary AI-assisted

This document is the Tenth Amendment to Agreement 4300023411 between the County of Santa Clara and IBM, which was formerly known as Apptio, Inc. The amendment updates the term of the agreement, total agreement value, and various exhibits and sections related to pricing, compliance, and accessibility. The agreement now runs from August 11, 2015, to August 14, 2029, with a total value of $5,765,000. It includes changes to the pricing and invoice schedule, as well as compliance with the Levine Act and accessibility requirements for web content and mobile applications.

Key points
  • The amendment updates the term of the agreement to expire on August 14, 2029.
  • The total not to exceed value of the agreement is revised to $5,765,000.
  • Exhibit K-1 is deleted and Exhibit K-2 is added.
  • Section 34 regarding COVID-19 requirements is deleted.
  • Section 37 on Levine Act compliance is revised.
  • Section 39 on accessibility of web content and mobile applications is added.
Limitations
  • The document contains unresolved placeholders and formatting artifacts that may affect the clarity of the summary.
  • Specific dates and details regarding the execution of the amendment are not provided.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 10,347 chars
        County of Santa Clara Technology Services and Solutions 180 W. Tasman Dr. | San José, California 95134 | (408) 918-7127 TENTH AMENDMENT TO AGREEMENT 4300023411 BY and BETWEEN COUNTY OF SANTA CLARA and IBM (formerly known as APPTIO, INC.) For application subscription and professional services This is the TENTH Amendment to the Agreement between the County of Santa Clara (“County”) and International Business Machines Corporation (“Contractor or IBM”), originally entered into between County and Apptio, Inc. on August 11, 2015, to provide professional services and software subscription services for a technology business management software solution. Apptio, Inc. was acquired by IBM on August 10, 2023, and IBM assumed all contractual obligations from Apptio, Inc. This Agreement is amended as follows, effective August 15, 2026: 1. Key Provision, TERM OF AGREEMENT, is revised to read as follows: “This Agreement commences on August 11, 2015, and expires on August 14, 2029, unless terminated earlier or otherwise amended.” 2. Key Provision, TOTAL AGREEMENT VALUE, is revised to read as follows: “The total not to exceed value of this...
05 306 KB

IBM (Apptio), BY5 - EXECUTED 2026

306 KB Extracted AI Summary
file Unknown sha 5e4bc2896abe source Open source document ↗
Generated summary AI-assisted

The source text indicates this attachment appears to be a draft document.

This document is an approval request for a contract term extension beyond five years. It includes sections for requesting a new contract or extending an existing one, preapproval history, and reasons for the extension. The document outlines the necessary details for the contract, including the acquisition method, signature authority, and exceptions to the five-year term limit. It also requires a narrative explanation of the goods or services procured, contract history, and reasons for the extension, along with a recommendation to address any issues. The document appears to be a draft.

Key points
  • The document is an approval request for a contract term extension beyond five years.
  • It includes sections for both new contracts and extensions of existing contracts.
  • Details required include anticipated contract start and end dates, budgeted amounts, and contractor information.
  • The document outlines exceptions to the five-year term limit for certain types of contracts.
  • A narrative explanation is required for the goods or services procured and reasons for the extension.
Limitations
  • Specific dates, dollar amounts, and contractor names are missing or unresolved.
  • The document contains many placeholders and unfilled sections, affecting the completeness of the summary.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 11,044 chars
    1&75,*008(.12( ',*#!&&-$'(                APPROVAL REQUEST FOR A BEYOND 5 YEAR CONTRACT TERM  Date of Submission:  User Agency/Department(s): "(&+01.1*;!(48,&(5!1.76,105 Budget Unit #:  SECTION I REQUEST TO SOURCE A NEW CONTRACT BEYOND FIVE YEARS IN TERM Complete this section only if sourcing a new contract that will exceed a five-year term and proceed to Section IV. If you are extending an existing contract, please continue to Section II. Total Length of Term: Anticipated Contract Start Date: (In months, excluding extension options) Anticipated Contract End Date: Comments: Budgeted Amount of Project: $ Proposed Contractor Name: Description of Goods or Services: SECTION II  REQUEST TO EXTEND EXISTING CONTRACT BEYOND FIVE YEARS IN TERM Complete Sections II and III only if extending an existing contract beyond a five-year term. Contract/PO Number:   Contractor Name: 06(40$6,10$.75,0(55$&+,0(514214$6,10=> Current Contract Start Date:  Current Contract End Date:     Total Current Value of Agreement: $   Description of Goods or Services:...