TITLE
Title
Approve Renewal of Records Management and Workflow Solutions with Upland
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BACKGROUND INFORMATION
Upland is the District's exitsting cloud based records management solution used for both student and business records.
Along with the 2019-2020 records management solution renewal, a new solution is being added to the software suite which would allow contracts/forms to be electronically approved through a workflow and then filed within records management. In September the Board approved the existing records management solution in the amount of $66,420. Workflow brings an increase to that annual cost of $8,000. In order to roll this at the beginning of the 2019-2020 FY we need to pay the $12,000 to be able to complete the implementation and training prior to July 1.
Based on the above, we are requesting an increase to the 2018-2019 NTE spend with Upland by $12,000 to allow for implementation and training of the new workflow (new NTE $78,500) as well as approval of the 2019-2020 records management and workflow solution in the amount of NTE $75,000.
BUDGET INFORMATION
Item Budgeted? Yes
Total Cost: 18-19 Spend $78,500 (Increase of $12,000) / 19/20 Spend $75,000 Renewal
Contract Originator: Suanne Lee, Director of Internal Services
Board Meeting Date: June 11, 2019
RECOMMENDATION
Recommendation
Approval of Renewal with Upland Filebound Document Management and Workflow Solutions