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Santa Clara County Civic Gallery Board of Supervisors agenda intelligence

Matter SCC-129087

Approve Thirteenth Amendment to Agreement with Everlaw, Inc., relating to providing e-discovery services, increasing the maximum contract amount by $20,000 from $1,465,000 to $1,485,000, with no change to the term of the Agreement, that has been reviewed and approved by County Counsel as to form and legality.

Legal & Litigation Board of Supervisors
3 Documents on file 983 KB · 3 extracted · 3 AI summaries
File
SCC-129087
Type
Unknown
Status
Unknown
Requester
Unknown
Introduced
Unknown
Last synced
15 Jul 2026 · 02:48

The papers

01 162 KB

Agreement/Amendment Printout

162 KB Extracted AI Summary
file Unknown sha 679b292fb1d0 source Open source document ↗
Generated summary AI-assisted

The document outlines the Thirteenth Amendment to the Agreement with Everlaw, Inc. for e-discovery services, proposing an increase in the maximum contract amount by $20,000, bringing it to $1,485,000, with no change to the agreement's term. The amendment is necessary to ensure funding for e-discovery services for the remainder of Fiscal Year 2025-2026. The document details the contract history, fiscal implications, and reasons for the recommendation, stating that the approval is exempt from competitive procurement due to the specialized nature of the services provided by Everlaw, Inc.

Key points
  • Thirteenth Amendment proposes to increase the maximum contract amount with Everlaw, Inc. by $20,000.
  • New maximum contract amount will be $1,485,000.
  • No change to the term of the Agreement.
  • The increase is necessary for funding e-discovery services for the remainder of Fiscal Year 2025-2026.
  • The contract history includes multiple amendments increasing the compensation amount over time.
  • Approval is requested due to the anticipated cost exceeding $200,000 for the fiscal year.
Limitations
  • The document does not specify the exact date of the Thirteenth Amendment's approval.
  • Unresolved placeholders and links are present in the document.

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

Extracted text preview · 6,605 chars
County of Santa Clara Office of the County Counsel 129087 DATE: June 2, 2026 TO: Board of Supervisors FROM: Tony LoPresti, County Counsel SUBJECT: Thirteenth Amendment to Agreement with Everlaw, Inc. RECOMMENDED ACTION Approve Thirteenth Amendment to Agreement with Everlaw, Inc., relating to providing ediscovery services, increasing the maximum contract amount by $20,000 from $1,465,000 to $1,485,000, with no change to the term of the Agreement, that has been reviewed and approved by County Counsel as to form and legality. FISCAL IMPLICATIONS The recommended action would increase the cost of the Office of Risk Management’s (ORM) Liability Insurance Internal Service Fund by $20,000. This cost will be built into the Liability Insurance Fund’s budgeted charges to County departments in Fiscal Year 2025-26. CONTRACT HISTORY The Agreement between the County of Santa Clara and Everlaw, Inc. became effective as of January 22, 2018, and had a maximum compensation amount of $25,000. That Agreement was approved by County Counsel pursuant to a delegation of authority granted by the Board of Supervisors on November 1, 2016 (Item No. 47). County Counsel executed the First Amendment, effective...
02 262 KB

13th_Amendment_-_Everlaw - 4.29.26

262 KB Extracted AI Summary
file Unknown sha 84484eede01b source Open source document ↗
Generated summary AI-assisted

This document is the Thirteenth Amendment to the Agreement for Services between the County of Santa Clara and Everlaw, Inc. It amends the original Agreement effective January 22, 2018, and includes changes to compensation and billing, County data management, and the deletion of certain sections. The amendment specifies maximum compensation limits, billing rates for different types of data, and responsibilities regarding County data security and confidentiality. It also includes provisions for a Data Processing Addendum and outlines the responsibilities of both parties regarding unauthorized access to County data.

Key points
  • The amendment is effective June 2, 2026.
  • Maximum Compensation is set at $1,485,000.
  • Maximum Fiscal Year Compensation is limited to $220,000 for the period from July 1, 2025, to June 30, 2026.
  • Monthly payments of at least $16,660 are required during the specified fiscal year.
  • Billing rates for data storage include $20.00 per Gigabyte for Active Data, $6.00 per Gigabyte for ECA Data, and $2.00 per Gigabyte for Suspended Data.
  • Contractor is responsible for maintaining data security and confidentiality.
  • The amendment includes a Data Processing Addendum to comply with applicable privacy laws.
Limitations
  • The document contains unresolved placeholders and blank fields.
  • The document does not specify certain details such as the exact nature of the services provided or the specific amendments made in previous agreements.

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

Extracted text preview · 12,405 chars
Docusign Envelope ID: D233D51F-2C41-4DC2-AE13-F180AB6A21C9 B255864A-C18A-4D23-A5E5-6FF0CDE6A0B4 THIRTEENTH AMENDMENT TO THE AGREEMENT FOR SERVICES BETWEEN THE COUNTY OF SANTA CLARA AND EVERLAW, INC. The Agreement (“Agreement”) by and between the County of Santa Clara (“County”) and Everlaw, Inc. (“Contractor”) effective January 22, 2018, and amended on May 7, 2018, April 23, 2019, July 1, 2020, August 11, 2020, July 1, 2021, March 1, 2022, July 1, 2022, July 1, 2023, May 21, 2024, July 1, 2024, June 3, 2025, and July 1, 2025, is hereby amended as set forth below, effective June 2, 2026. 2. Section 3, regarding Compensation and Billing, is hereby deleted and replaced with the following: 3. Compensation and Billing (a) Contractor’s compensation shall not exceed $1,485,000 (“Maximum Compensation”) for all services and related costs. Contractor shall not be obligated to provide any services in excess of $220,000 for period beginning July 1, 2025, and ending on June 30, 2026 (“Maximum Fiscal Year Compensation”). (b) For the period beginning July 1, 2025, through June 30, 2026, County agrees to pay, and Contractor agrees to accept as full compensation for performance of services under...
03 559 KB

12th_Amendment_-_Everlaw

559 KB Extracted AI Summary
file Unknown sha 0b2b0f0a54d2 source Open source document ↗
Generated summary AI-assisted

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

The Twelfth Amendment to the Agreement for Services between the County of Santa Clara and Everlaw, Inc. amends the terms of the original agreement effective July 1, 2025. It updates the term of the agreement to continue through June 30, 2026, and establishes compensation limits and billing procedures for services provided by Everlaw. The amendment includes details on compensation, billing for data storage, and the addition of a Data Processing Addendum. It also incorporates an Order Form with specific customer and billing details.

Key points
  • The agreement is amended to extend the term through June 30, 2026.
  • Maximum compensation for services is set at $1,465,000.
  • Monthly minimum payment of $16,660 is established for the period from July 1, 2025, to June 30, 2026.
  • Billing rates for data storage are specified: $20.00 per GB for Active Data, $6.00 per GB for ECA Data, and $2.00 per GB for Suspended Data.
  • A Data Processing Addendum is added to comply with applicable privacy laws.
  • An Order Form is incorporated into the agreement detailing customer and billing information.
Limitations
  • The document contains unresolved placeholders such as subscription end date and total contract value.
  • The document appears to be a draft as indicated by the presence of signature dates and Docusign Envelope IDs.

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

Extracted text preview · 14,997 chars
Docusign Envelope ID: A4F222BC-B41D-4B69-8C19-6234A150851C B6B8ACED-30EA-426B-B023-1F7DA3777079 DD34F9E5-2334-4E69-96B7-CCFA6E528CDD AA9C597A-BE45-4DB4-9541-2262C951719F TWELFTH AMENDMENT TO THE AGREEMENT FOR SERVICES BETWEEN THE COUNTY OF SANTA CLARA AND EVERLAW, INC. The Agreement (“Agreement”) by and between the County of Santa Clara (“County”) and Everlaw, Inc. (“Contractor”) effective January 22, 2018 (“Effective Date”), and amended on May 7, 2018, April 23, 2019, July 1, 2020, August 11, 2020, July 1, 2021, March 1, 2022, July 1, 2022, July 1, 2023, May 21, 2024, July 1, 2024, and June 3, 2025, is hereby amended as set forth below, effective July 1, 2025. 1. Section 2, Term of Agreement, is hereby deleted and replaced with the following: 2. Term of Agreement This Agreement is effective from the Effective Date and will continue in full force and effect through and including June 30, 2026, unless terminated earlier in accordance with Section 5. 2. Section 3, regarding Compensation and Billing, is hereby deleted and replaced with the following: 3. Compensation and Billing (a) Contractor’s compensation shall not exceed $1,465,000 (“Maximum Compensation”) for all services and...