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Santa Clara County Civic Gallery Board of Supervisors agenda intelligence

Matter SCC-128964

Approve Sixth Amendment to Agreement No. CW2237056 with Collections Solutions Software, Inc., relating to providing the Department of Tax and Collections payment collection platform, increasing the maximum contract amount by $2,720,034 from $4,687,380 to $7,407,414, and extending the agreement for a 60-month period through June 30, 2031, 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)

Contracts & Procurement Board of Supervisors
9 Documents on file 6.47 MB · 9 extracted · 9 AI summaries
File
SCC-128964
Type
Unknown
Status
Unknown
Requester
Unknown
Introduced
Unknown
Last synced
15 Jul 2026 · 02:53

The papers

01 153 KB

Agreement/Amendment Printout

153 KB Extracted AI Summary
file Unknown sha c5dfcd575960 source Open source document ↗
Generated summary AI-assisted

The document outlines a recommendation for the Board of Supervisors to approve the Sixth Amendment to Agreement No. CW2237056 with Collections Solutions Software, Inc. This amendment involves increasing the maximum contract amount and extending the agreement for an additional 60 months. The amendment has been reviewed and approved by County Counsel. The document details the contract history, reasons for the recommendation, and implications of the action.

Key points
  • The Sixth Amendment increases the maximum contract amount by $2,720,034 from $4,687,380 to $7,407,414.
  • The agreement is extended for a 60-month period through June 30, 2031.
  • The Department of Tax and Collections will use ongoing budget appropriations to support this contract.
  • The Impact Solution provides a centralized collections platform for managing various debts.
  • The agreement has been amended five times since its execution, increasing its value and extending its term.
  • Failure to approve the amendment would disrupt operational continuity and require efforts to secure a new system.
Limitations
  • The document does not provide specific dates for the execution of previous amendments beyond the initial agreement date.
  • There are unresolved placeholders in the attachments section that do not provide filled-in values.

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

Extracted text preview · 5,657 chars
County of Santa Clara Procurement Department 128964 DATE: May 19, 2026 TO: Board of Supervisors FROM: Matthew Hada, Director of Procurement Margaret Olaiya, Director of Finance SUBJECT: Sixth Amendment to Agreement with Collections Solutions Software, Inc. RECOMMENDED ACTION Approve Sixth Amendment to Agreement No. CW2237056 with Collections Solutions Software, Inc., relating to providing the Department of Tax and Collections payment collection platform, increasing the maximum contract amount by $2,720,034 from $4,687,380 to $7,407,414, and extending the agreement for a 60-month period through June 30, 2031, 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 Approval of this action does not require a budget adjustment at this time. The Department of Tax and Collections (DTAC) will use ongoing budget appropriations to support this contract. CONTRACT HISTORY On February 9, 2019, the Procurement Department (Procurement) issued a Request for Proposals (eRFP-PRC-FY19-0193) on behalf...
02 3.33 MB

Collection Solutions Software CW2237056 Agreement

3.33 MB Extracted AI Summary
file Unknown sha bb214bcf6ad9 source Open source document ↗
Generated summary AI-assisted

This Agreement is between the County of Santa Clara and Collection Solutions Software, Inc. for a comprehensive Collections System for debt collection and delinquency management, including maintenance and support services. The Agreement is effective from June 30, 2020, with a term running until June 30, 2023, and an option to renew for two additional years. The total agreement value is not to exceed $4,154,040. The County's payment terms are net 45 days. The authorized users of this Agreement include the Department of Tax and Collections.

Key points
  • Agreement between County of Santa Clara and Collection Solutions Software, Inc.
  • Effective date: June 30, 2020.
  • Agreement term: July 1, 2020, through June 30, 2023, with an option to renew for two years.
  • Total agreement value: Not-to-exceed $4,154,040.
  • County payment terms: Net 45 days.
  • Purpose: Comprehensive Collections System for debt collection and delinquency management.
  • Authorized users: Department of Tax and Collections.
Limitations
  • The text does not provide specific details on the voting or approval process.
  • There are unresolved placeholders in the document that may affect 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 · 191,539 chars
County of Santa Clara Office of the County Executive Procurement Department 150 West Tasman Drive San Jose, CA 95134 Telephone 408-491-7400 ● Fax 408-491-7496 AGREEMENT BETWEEN THE COUNTY OF SANTA CLARA AND COLLECTION SOLUTIONS SOFTWARE, INC. This Agreement is entered into between the County of Santa Clara (“County”) and Collection Solutions Software, Inc. (“CSS”, “Contractor”, “Provider”). Now therefore in consideration of the mutual covenants contained in this Agreement, the parties mutually agree as follows: The effective date of the Agreement is June 30, 2020. KEY PROVISIONS AGREEMENT TITLE Collections System AGREEMENT NUMBER CW2237056 INITIAL AWARD DATE June 30, 2020 AGREEMENT TERM July 1, 2020 through June 30, 2023, unless terminated earlier or otherwise amended, with option for the County to renew for two (2) years through June 30, 2025. TOTAL AGREEMENT VALUE Not-to-Exceed $4,154,040 This Not to Exceed figure does not represent a commitment by County to Contractor. COUNTY PAYMENT TERMS Net 45 COMMODITY NAME Applications Software (92004) Software Maintenance and Support Services (92045) PURPOSE To establish a contract with Collection Solutions Software, Inc. for a...
03 536 KB

Collection Solutions Software CW2237056 AM01

536 KB Extracted AI Summary
file Unknown sha 95bf8b4af875 source Open source document ↗
Generated summary AI-assisted

This document is the First Amendment to Agreement CW2237056 between the County of Santa Clara and Collections Solutions Software, Inc. It amends the original agreement to provide a Collections System, effective July 24, 2020. Key amendments include the installation of the EcoSystem Cloud Data Center using Amazon AWS – GovCloud, the replacement of Exhibit C with a new Exhibit C.1 detailing services and fees, and the addition of Exhibit D.1 concerning remote access. The amendment maintains all other terms of the original agreement.

Key points
  • First Amendment to Agreement CW2237056 between County of Santa Clara and Collections Solutions Software, Inc.
  • Effective date of the amendment is July 24, 2020.
  • Installation of EcoSystem Cloud Data Center using Amazon AWS – GovCloud at no additional cost.
  • Replacement of Exhibit C with Exhibit C.1 detailing services and fee schedule.
  • Addition of Exhibit D.1 concerning remote access.
Limitations
  • The text includes placeholders and unfilled sections that affect the completeness of the summary.
  • Specific dates and details regarding the execution of the amendment are not fully provided.

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

Extracted text preview · 27,060 chars
DocuSign Envelope ID: 88E9FA7C-CD57-4D87-AED5-29CC7D971F49 County of Santa Clara Office of the County Executive Procurement Department 150 West Tasman Drive San Jose, CA 95134 Telephone 408-491-7400 ● Fax 408-491-7496 FIRST AMENDMENT TO AGREEMENT CW2237056 BY AND BETWEEN THE COUNTY OF SANTA CLARA AND COLLECTION SOLUTIONS SOFTWARE, INC. This is the First Amendment to the Agreement # CW2237056 between the County of Santa Clara (“County”) and Collections Solutions Software, Inc. (“CSS”, “Contractor”, “Provider”) entered on July 1, 2020 to provide a Collections Systems. This Agreement is amended as follows effective July 24, 2020: 1. The Parties agree on installation of the EcoSystem Cloud Data Center to use the upgraded Amazon AWS – GovCloud instead of Amazon AWS – Cloud, at no additional cost to the County. Wherever the Agreement or its exhibits reference “Amazon AWS – Cloud”, replace with “Amazon AWS – GovCloud”. 2. Replace EXHIBIT C, SERVICES, DELIVERABLES, AND FEE SCHEDULE with EXHIBIT C.1 SERVICES, DELIVERABLES, AND FEE SCHEDULE, attached hereto and incorporated herein by this reference. 3. Add EXHIBIT D.1, REMOTE ACCESS, attached hereto and incorporated herein by this...
04 616 KB

Collection Solutions Software CW2237056 AM02

616 KB Extracted AI Summary
file Unknown sha 8dd8271f35df source Open source document ↗
Generated summary AI-assisted

This document is the Second Amendment to Agreement CW2237056 between the County of Santa Clara and Collections Solutions Software, Inc. It revises the agreement's term to expire on June 30, 2025, adds a County Contract Administrator, and includes new provisions regarding COVID-19 compliance and information security. The amendment is effective June 30, 2023.

Key points
  • The agreement term is revised to commence on July 1, 2020, and expire on June 30, 2025.
  • Erica Criley is added as the County Contract Administrator.
  • Contractor must comply with COVID-19 requirements for personnel working onsite.
  • Revisions to information security compliance definitions and obligations are included.
  • The amendment controls in case of conflicts with the original agreement.
Limitations
  • The document includes placeholders for signatures and dates that are not fully filled in.
  • Specific details regarding the Contractor Certification of Compliance with COVID-19 Vaccine Requirements 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 · 12,830 chars
DocuSign Envelope ID: DF9FF8EC-6277-4771-AB62-96BD67C73F2F County of Santa Clara Office of the County Executive Procurement Department 130 W. Tasman Drive San Jose, CA 95134 Telephone 408-491-7400 ● Fax 408-491-7496 SECOND AMENDMENT TO AGREEMENT CW2237056 BY AND BETWEEN THE COUNTY OF SANTA CLARA AND COLLECTION SOLUTIONS SOFTWARE, INC (CSS) This is the Second Amendment to the Agreement between the County of Santa Clara (County) and Collections Solutions Software, Inc (Contractor) originally entered into on July 1, 2020, to provide a Collections System for the County. This Agreement is amended as follows, effective June 30, 2023: 1. Key Provision, AGREEMENT TERM, on page 1 of the Agreement is revised to read: “This Agreement commences on July 1, 2020, and expires on June 30, 2025, unless terminated earlier or otherwise amended.” 2. Key Provision, COUNTY CONTRACT ADMINISTRATORS, on page 2 of the Agreement is revised to add: Erica Criley Buyer I Phone: 408.491.7434 Email: Erica.Criley@prc.sccgov.org 3. EXHIBIT A- COUNTY OF SANTA CLARA STANDARD TERMS AND CONDITIONS, is revised to add: “69. COVID-19 REQUIREMENTS Contractor shall comply with all County requirements relating to COVID-19...
05 369 KB

Collection Solutions Software CW2237056 AM03

369 KB Extracted AI Summary
file Unknown sha 2729359bfade source Open source document ↗
Generated summary AI-assisted

This document is the Third Amendment to Agreement No. CW2237056 between the County of Santa Clara and Collection Solutions Software, Inc. It revises the agreement's term to commence on July 1, 2020, and expire on September 30, 2025. The total agreement value is updated to $4,272,825, reflecting an increase of $118,785. It also updates the County Contract Administrator to Sabrina Teixeira and includes an attached Exhibit C.2 detailing services, deliverables, and fee schedule. All other terms remain unchanged.

Key points
  • Third Amendment to Agreement No. CW2237056.
  • Agreement term revised to commence on July 1, 2020, and expire on September 30, 2025.
  • Total agreement value updated to $4,272,825, an increase of $118,785.
  • County Contract Administrator updated to Sabrina Teixeira.
  • Exhibit C.2 attached detailing services, deliverables, and fee schedule.
Limitations
  • The document contains placeholders for signatures and titles that are not filled in.
  • The document includes a Docusign Envelope ID but does not specify the actual signing parties' names in the summary.

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

Extracted text preview · 3,617 chars
Docusign Envelope ID: 8297AA44-01B3-4BB8-B55D-B06FB51258B8 County of Santa Clara Office of the County Executive Procurement Department 130 W. Tasman Drive San Jose, CA 95134 Telephone 408-491-7400 ● Fax 408-491-7496 THIRD AMENDMENT TO AGREEMENT NO. CW2237056 BY AND BETWEEN THE COUNTY OF SANTA CLARA AND COLLECTION SOLUTIONS SOFTWARE INC. (CSS) This is the Third Amendment to the Agreement between the County of Santa Clara (“County”) and Collections Solutions Software, Inc. (“Contractor”) originally entered into on July 1, 2020, to provide a Collections System for the County. This Agreement is amended as follows, effective June 30, 2025 1. Key Provision, AGREEMENT TERM, on page 1 of the Agreement is revised to read: This Agreement commences on July 1. 2020, and expires on September 30, 2025, unless terminated earlier or otherwise amended. 2. Key Provision, TOTAL AGREEMENT VALUE, is revised to read: “The total not to exceed value of this Agreement is $4,272,825, which represents an increase of $118,785 from the prior not to exceed value of $4,154,040. 3. Key Provision, COUNTY CONTRACT ADMINISTRATORS, on page 2 of the Agreement is revised to add: Sabrina Teixeira Procurement Contract...
06 387 KB

Collection Solutions Software CW2237056 AM04

387 KB Extracted AI Summary
file Unknown sha b3b503093efa source Open source document ↗
Generated summary AI-assisted

This document is the Fourth Amendment to Agreement No. CW2237056 between the County of Santa Clara and Collection Solutions Software, Inc. It amends the original agreement made on July 1, 2020, to provide a Collections System for the County. The amendment revises the agreement term to expire on December 31, 2025, and increases the total agreement value to $4,391,610. Additionally, it includes a new Exhibit C.3 detailing services, deliverables, and fee schedule for the renewal period from October 1, 2025, to December 31, 2025.

Key points
  • Fourth Amendment to Agreement No. CW2237056.
  • Amends original agreement dated July 1, 2020.
  • Revises agreement term to expire on December 31, 2025.
  • Increases total agreement value to $4,391,610.
  • Includes new Exhibit C.3 for services, deliverables, and fee schedule.

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

Extracted text preview · 3,481 chars
Docusign Envelope ID: 4C0ABF15-A412-498B-97C2-224BC75DB393 62155AE8-A4B5-4B79-BC91-A6B2B23EDE17 County of Santa Clara Office of the County Executive Procurement Department 130 W. Tasman Drive San Jose, CA 95134 Telephone 408-491-7400 ● Fax 408-491-7496 FOURTH AMENDMENT TO AGREEMENT NO. CW2237056 BY AND BETWEEN THE COUNTY OF SANTA CLARA AND COLLECTION SOLUTIONS SOFTWARE INC. (CSS) This is the Fourth Amendment to the Agreement between the County of Santa Clara (“County”) and Collections Solutions Software, Inc. (“Contractor”) originally entered into on July 1, 2020, to provide a Collections System for the County. This Agreement is amended as follows, effective September 30, 2025 1. Key Provision, AGREEMENT TERM, on page 1 of the Agreement is revised to read: This Agreement commences on July 1. 2020, and expires on December 31, 2025, unless terminated earlier or otherwise amended. 2. Key Provision, TOTAL AGREEMENT VALUE, is revised to read: “The total not to exceed value of this Agreement is $4,391,610, which represents an increase of $118,785 from the prior not to exceed value of $4,272,825. 3. Add EXHIBIT C.3 SERVICES, DELIVERABLES, AND FEE SCHEDULE, attached hereto and...
07 410 KB

Collection Solutions Software CW2237056 AM05

410 KB Extracted AI Summary
file Unknown sha 9c950ad96c9e source Open source document ↗
Generated summary AI-assisted

This document is the Fifth Amendment to Agreement No. CW2237056 between the County of Santa Clara and Collection Solutions Software, Inc. It amends the original agreement to provide a Collections System for the County, effective January 1, 2026. The amendment revises the agreement term to expire on June 30, 2026, and increases the total not to exceed value to $4,687,380. It also includes an attached Exhibit C.4 detailing services, deliverables, and fee schedule.

Key points
  • Fifth Amendment to Agreement No. CW2237056.
  • Amends agreement originally entered into on July 1, 2020.
  • Effective date of amendment is January 1, 2026.
  • Revises agreement term to expire on June 30, 2026.
  • Increases total not to exceed value to $4,687,380.
  • Includes Exhibit C.4 with services, deliverables, and fee schedule.

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

Extracted text preview · 3,426 chars
Docusign Envelope ID: 46CC6F3E-C693-4721-8D8A-5D731657A3B0 County of Santa Clara Office of the County Executive Procurement Department 130 W. Tasman Drive San Jose, CA 95134 Telephone 408-491-7400 ● Fax 408-491-7496 FIFTH AMENDMENT TO AGREEMENT NO. CW2237056 BY AND BETWEEN THE COUNTY OF SANTA CLARA AND COLLECTION SOLUTIONS SOFTWARE INC. (CSS) This is the Fifth Amendment to the Agreement between the County of Santa Clara (“County”) and Collections Solutions Software, Inc. (“Contractor”) originally entered into on July 1, 2020, to provide a Collections System for the County. This Agreement is amended as follows, effective January 1, 2026: 1. Key Provision, AGREEMENT TERM, on page 1 of the Agreement is revised to read: This Agreement commences on July 1. 2020, and expires on June 30, 2026, unless terminated earlier or otherwise amended. 2. Key Provision, TOTAL AGREEMENT VALUE, is revised to read: “The total not to exceed value of this Agreement is $4,687,380, which represents an increase of $295,770 from the prior not to exceed value of $4,391,610. 3. Add EXHIBIT C.4 SERVICES, DELIVERABLES, AND FEE SCHEDULE, attached hereto and incorporated herein by this reference. All other terms...
08 453 KB

Collection Solutions Software CW2237056 AM06

453 KB Extracted AI Summary
file Unknown sha 421afb2056dd source Open source document ↗
Generated summary AI-assisted

This document is the Sixth Amendment to Agreement No. CW2237056 between the County of Santa Clara and Collection Solutions Software, Inc. (CSS). It revises the agreement originally entered into on July 1, 2020, to provide a Collections System for the County. The amendment includes changes to the agreement term, total agreement value, conflict of interest provisions, and other terms and conditions. The agreement now commences on July 1, 2020, and expires on June 30, 2031, with a total not to exceed value of $7,407,414. The amendment also introduces compliance requirements with the Levine Act and accessibility standards for web content and mobile applications. Additional details regarding services, deliverables, and fee schedules are included in the attached Exhibit C.5.

Key points
  • This is the Sixth Amendment to Agreement No. CW2237056.
  • The agreement is between the County of Santa Clara and Collection Solutions Software, Inc.
  • The original agreement was entered into on July 1, 2020.
  • The agreement term is revised to commence on July 1, 2020, and expire on June 30, 2031.
  • The total not to exceed value of the agreement is $7,407,414.
  • The amendment includes compliance with the Levine Act and accessibility standards.
  • Exhibit C.5 details services, deliverables, and fee schedules.
Limitations
  • The document includes placeholders for signatures and dates that are not filled in.
  • Specific details regarding the fee schedule are present but may require further context for complete understanding.

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

Extracted text preview · 15,872 chars
Docusign Envelope ID: 312B6CBB-5270-45D6-A27F-5AEF472E26D4 County of Santa Clara Office of the County Executive Procurement Department 130 W. Tasman Drive San Jose, CA 95134 Telephone 408-491-7400 ● Fax 408-491-7496 SIXTH AMENDMENT TO AGREEMENT NO. CW2237056 BY AND BETWEEN THE COUNTY OF SANTA CLARA AND COLLECTION SOLUTIONS SOFTWARE INC. (CSS) This is the Sixth Amendment to the Agreement between the County of Santa Clara (“County”) and Collections Solutions Software, Inc. (“Contractor”) originally entered into on July 1, 2020, to provide a Collections System for the County. On May 19, 2026, the Board of Supervisors approved this amendment to the Agreement. This Agreement is amended as follows, effective May 19, 2026: 1. Key Provision, AGREEMENT TERM, on page 1 of the Agreement is revised to read: This Agreement commences on July 1, 2020, and expires on June 30, 2031, unless terminated earlier or otherwise amended. 2. Key Provision, TOTAL AGREEMENT VALUE, is revised to read: “The total not to exceed value of this Agreement is $7,407,414, which represents an increase of $2,720,034 from the prior not to exceed value of $4,687,380. 3. Section 40. CONFLICT OF INTEREST; POLITICAL...
09 299 KB

Beyond 5 Year Request - Collection Solutions Software

299 KB Extracted AI Summary
file Unknown sha dc6153f7eb9d 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, detailing contract history, reasons for the extension, and sourcing project details. Specific sections are provided for contract values, anticipated dates, and justifications for exceeding the five-year limit. The document also outlines the necessary approvals and signatures required from various officials.

Key points
  • The document requests approval for a contract term extension beyond five years.
  • It includes sections for both new contracts and extensions of existing contracts.
  • Details such as total current value, proposed extension months, and additional contract value are included.
  • Justifications for exceeding the five-year term limit are required.
  • The document outlines the necessary approvals and signatures from relevant officials.
Limitations
  • Many fields are incomplete or contain placeholders, making it difficult to provide specific details.
  • The document appears to be a draft, as indicated by the presence of unresolved placeholders and incomplete sections.

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

Extracted text preview · 8,725 chars
6*<:0.55=,367,           APPROVAL REQUEST FOR A BEYOND 5 YEAR CONTRACT TERM Date of Submission:    User Agency/Department(s): #(?633,*;065 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: 633,*;065:"63<;065:"6-;>(9,5* Current Contract Start Date:  Current Contract End Date:  6 Total Current Value of Agreement: $ 4,687,380 Description of Goods or Services: 633,*;065:"63<;065:"6-;>(9,47(*; SECTION III PROPOSED CONTACT EXTENSION DETAILS If extending an existing...