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File #: A 25-487    Name: Renewal Order Form with Qualtrics
Type: BoS Agreement Status: Agenda Ready
File created: 12/12/2025 In control: Board of Supervisors
On agenda: 1/6/2026 Final action:
Title: a. Approve and authorize the Director of Health Services or designee to execute a renewal Order Form with Qualtrics, applying the terms and conditions of the parties’ previously Board-approved General Terms and Conditions for Qualtrics Cloud Services dated September 1, 2022 (“Data Processing Agreement”), for continuation of vendor-hosted online survey platform subscription services and professional services as needed, extending the Data Processing Agreement for an additional three-year term retroactive to September 1, 2025 through August 31, 2028, for a revised total term of September 1, 2022 through August 31, 2028, and adding $215,158 for a total agreement liability of $375,158; and b. Authorize the Director of Health Services or designee to sign future Order Forms to this Agreement where the Order Forms do not significantly change the scope of work and do not cause an increase of more than 10% of the original contract amount ($16,000) for a maximum aggregate agreement not to excee...
Attachments: 1. Board Report, 2. Order Form, 3. Board Order, 4. Original Agreement
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Title

a. Approve and authorize the Director of Health Services or designee to execute a renewal Order Form with Qualtrics, applying the terms and conditions of the parties’ previously Board-approved General Terms and Conditions for Qualtrics Cloud Services dated September 1, 2022 (“Data Processing Agreement”), for continuation of vendor-hosted online survey platform subscription services and professional services as needed, extending the Data Processing Agreement for an additional three-year term retroactive to September 1, 2025 through August 31, 2028, for a revised total term of September 1, 2022 through August 31, 2028, and adding $215,158 for a total agreement liability of $375,158; and

b. Authorize the Director of Health Services or designee to sign future Order Forms to this Agreement where the Order Forms do not significantly change the scope of work and do not cause an increase of more than 10% of the original contract amount ($16,000) for a maximum aggregate agreement not to exceed $391,158.

Report

RECOMMENDATION:

It is recommended that the County of Monterey Board of Supervisors:

a. Approve and authorize the Director of Health Services or designee to execute a renewal Order Form with Qualtrics, applying the terms and conditions of the parties’ previously Board-approved General Terms and Conditions for Qualtrics Cloud Services dated September 1, 2022 (“Data Processing Agreement”), for continuation of vendor-hosted online survey platform subscription services and professional services as needed, extending the Data Processing Agreement for an additional three-year term retroactive to September 1, 2025 through August 31, 2028, for a revised total term of September 1, 2022 through August 31, 2028, and adding $215,158 for a total agreement liability of $375,158; and

b. Authorize the Director of Health Services or designee to sign future Order Forms to this Agreement where the Order Forms do not significantly change the scope of work and do not ...

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