Primary Department: Veterans Services
Primary Department Head/Elected Official: Dave Lewis
Secondary Department: N/A
Secondary Department Head/Elected Official: N/A
Regular or Supplemental RCA: Regular RCA
Type of Request: Contract - Renewal
Project ID (if applicable): N/A
Vendor/Entity Legal Name (if applicable): Carahsoft Salesforce
MWBE Contracted Goal (if applicable): N/A
MWBE Current Participation (if applicable): N/A
Justification for 0% MWBE Participation Goal: N/A - Goal not applicable to request
Grant Indirect Costs Rate (if applicable): N/A
Justification for 0% Grant Indirect Costs Rate (if applicable): N/A - Not a grant item
Request Summary (Agenda Caption):
title
Request for approval of a contract renewal with Carahsoft Salesforce, for a maximum of 12 months standard service, and professional data migration services to transfer VSD’s case management and client records to the enterprise 311 system, which is supported by Universal Services, and upon successful data migration of VSD’s client files, VSD will decommission the use of Salesforce and utilize the countywide enterprise 311 system as their primary case management system.
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Background and Discussion:
VSD has used Carahsoft Salesforce for case and records management since the department’s inception for all of Harris County veterans seeking assistance under its programs. The current case and records management system provides functionality which can be met with the existing county enterprise 311 system. VSD is on board with moving to the existing countywide enterprise 311 system. Funding for this contract renewal and data migration services are part of the 311 Phase IV Project with Universal Services, who will manage the data migration and coordinate with the Carahsoft vendor.
Expected Impact:
Realized cost efficiencies over the long term and better system support.
Alternative Options: VSD continues to use duplicate systems, Salesforce, at higher operating costs than the existing countywide enterprise 311 system.
County Strategic Plan Goal: N/A
County Strategic Plan Objective: N/A
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Infrastructure Initiative (Goal 2): Choose an item.
Economy Initiative (Goal 3): Choose an item.
Health Initiative (Goal 4): N/A
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Housing Initiative (Goal 6): Choose an item.
Additional notes related to the Strategic Plan:
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Address (if applicable): 2100 Travis Street, Suite 210, Houston, TX 77002
Precinct(s): Countywide
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Anticipated Court Date: 1/29/2026
Anticipated Implementation Date (if different from Court date): 1/29/2026
Emergency/Disaster Recovery Note: Not an emergency, disaster, or ARPA related item
Contact(s) name, title, department: Dave Lewis, Director, Veteran Services Department
Attachments (if applicable): 1) RCA Template FY2026 VSD Salesforce Data Migration 2) Carahsoft Salesforce Quote DIR-CPO-5175