Approve second amendment to Agreement No. 22-257 with Northwoods Consulting Partners, Inc. to reduce funding in the amount of $267,800, by reducing FY 2026-27 funding by $133,900 and FY 2027-28 funding by $133,900 for a new contract maximum of $1,204,200 for the period of the Effective Date through June 30, 2028 for the provision of Traverse, a system that allows digitization of casework, management of documents, and automates administrative tasks. (General fund impact $15,000) (Morales)

Approve second amendment to Agreement No. 22-257 with Northwoods Consulting Partners, Inc. to reduce funding in the amount of $267,800, by reducing FY 2026-27 funding by $133,900 and FY 2027-28 funding by $133,900 for a new contract maximum of $1,204,200 for the period of the Effective Date through June 30, 2028 for the provision of Traverse, a system that allows digitization of casework, management of documents, and automates administrative tasks.

On or about November 8, 2022, the County entered into an Agreement with Northwoods Consulting Partners to provide systems that are foundational to the operations of our In-Home Supportive Services and Public Guardian programs. These systems facilitate case file management for over fifty thousand (50,000) Yolo County residents annually with the document imaging system. The Northwoods-Traverse system is a cloud-based platform that allows human services staff to securely manage case files, forms, and documentation in a centralized digital environment. It enables staff to complete casework in the field or office, share documents securely with clients and partners, and use automated tools to organize records and analyze case information. Implementation of this system improves efficiency, reduces paper-based processes, strengthens data security, and allows staff to spend more time delivering direct services to clients. This system is also necessary to satisfy the Public Guardian’s Corrective Action Plan which includes a disaster recovery plan.

The Agreement’s funding was comprised from three (3) different Health and Human Services Agency (HHSA) programs. Approval of this Amendment will allow for one (1) of the programs to be removed, therefore having a decrease in funding from that program in the amount of $267,800, which will reduce FY 2026-27 by $133,900 and FY 2027-28 by $133,900.

County Counsel has approved the Amendment as to form.

On July 7, 2022, the then acting County’s Deputy Director of GSD/Manager of Procurement/County Purchasing Agent (Purchasing Agent) approved a sole/single source procurement for these services, based on satisfactory service/reasonable prices and to avoid the interruption of County business. Without a sole source approval for these services, the County would be negatively impacted. Factors considered, included but were not limited to:. There are no other existing products that would allow IHSS staff to use the Traverse on-the-field thatwill seamlessly interface with the County’s existing program and information; Traverse system for IHSS would mean a reliance on an out-of-date product for longer, returning to less efficient practices for obtaining and storing mandated forms, as well as IHSS’s increased costs for the Compass application after the HHSA Service Center’s CalSAWS migration.

Vendor Performance
Performance Measures are not associated with this Agreement.