Primary Department: Purchasing
Primary Department Head/Elected Official: Kimberly J. Williams, JD
Secondary Department: Auditor
Secondary Department Head/Elected Official: Michael Post
Regular or Supplemental RCA: Regular RCA
Type of Request: Contract - Renewal
Project ID (if applicable): 220083
Vendor/Entity Legal Name (if applicable): Wolters Kluwer Financial Services, Inc.
MWBE Contracted Goal (if applicable): 0%
MWBE Current Participation (if applicable): N/A
Justification for 0% MWBE Participation Goal: 0% - Non-Divisible
Grant Indirect Costs Rate (if applicable):
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 renewal option with Wolters Kluwer Financial Services, Inc. for audit management and electronic work paper software solutions for the Auditor's Office for the period of February 27, 2026 - February 26, 2027, at a cost of $111,065 (220083), Justification for 0% MWBE Participation Goal: 0% - Non-Divisible.
end
Background and Discussion:
We were seeking to replace our existing internally hosted audit management software with a more
robust, cloud-based software. The software change will achieve the following:
1. Move from a county on-premises server to the cloud will cut down on error-driven
downtime and reduce usage of Universal Services resources;
2. Access latest system updates when available, minimizing Auditor downtime and Universal Services
involvement to update the system;
3. Enhance our ability to operate within standards established by the Institute of Internal Auditors(IIA), the
authoritative body for internal audit;
4. Improve our ability to report on progress and department metrics in real time; and
5. Provide a more user-friendly experience and enables deeper insights in a timely, cost effective manner for
more informed business decisions.
Expected Impact:
N/A
Alternative Options:
N/A
County Strategic Plan Goal: Choose an item.
County Strategic Plan Objective: Choose an item.
Justice/Safety Initiative (Goal 1): Choose an item.
Infrastructure Initiative (Goal 2): Choose an item.
Economy Initiative (Goal 3): Choose an item.
Health Initiative (Goal 4): Choose an item.
Climate/Resilience Initiative (Goal 5): Choose an item.
Housing Initiative (Goal 6): Choose an item.
Additional notes related to the Strategic Plan:
Prior Court Action (if any):
|
Date |
Agenda Item # |
Action Taken |
|
11/15/2022 |
252 |
Award |
|
10/10/2023 |
270 |
1st renewal |
|
10/29/2024 |
308 |
2nd renewal |
|
04/10/2025 |
170 |
Amendment No.1 |
Location: N/A
Address (if applicable):
Precinct(s): Choose an item.
|
Fiscal and Personnel Summary |
|
Service Name |
|
|
|
|
Current Fiscal Year Cost |
Annual Fiscal Cost |
|
|
Labor |
Non-Labor |
Total |
Recurring Expenses |
|
Funding Sources |
|
|
Existing Budget |
|
|
|
|
|
Choose an item. |
$ |
$ |
$ |
$ |
|
Choose an item. |
$ |
$ |
$ |
$ |
|
Choose an item. |
$ |
$ |
$ |
$ |
|
Total Existing Budget |
$ |
$ |
$ |
$ |
|
Additional Budget Request (Requires Fiscal Review Request Form) |
|
|
Choose an item. |
$ |
$ |
$ |
$ |
|
Choose an item. |
$ |
$ |
$ |
$ |
|
Choose an item. |
$ |
$ |
$ |
$ |
|
Total Additional Budget Request |
$ |
$ |
$ |
$ |
|
Total Funding Sources |
$ |
$ |
$ |
$ |
|
Grants - Proposed Budget (For Grants Items only) |
|
|
Labor |
Non-Labor |
Total |
No. of Grant Years |
|
Local Match Source - Existing Budget: Choose an item. |
$ |
$ |
$ |
|
|
Local Match Source - Additional Budget Request: Choose an item. |
$ |
$ |
$ |
|
|
Grant Funds Applied for/Awarded (Total) |
$ |
$ |
$ |
|
|
Personnel (Fill out section only if requesting new Position Control Numbers (PCN)s) |
|
|
Current Position Count for Service |
- |
- |
- |
- |
|
Additional Positions Request |
- |
- |
- |
- |
|
Total Personnel |
- |
- |
- |
- |
|
County Attorney’s Office Legal Review (for Harris County Code Items only) |
|
CAO Reviewer Name and Title |
|
CAO Review Completion Date |
Click or tap to enter a date. |
Anticipated Court Date: 11/13/2025
Anticipated Implementation Date (if different from Court date): Click or tap to enter a date.
Emergency/Disaster Recovery Note: Not an emergency, disaster, or ARPA related item
Contact(s) name, title, department: Carmella Sanford, Executive Assistant to Mike Post, County Auditor; Azadeh Rahmdel, Sr. Contract Manager, Purchasing
Attachments (if applicable): Letter