REPORT TO COUNCIL
SUBJECT
Title
Consider and Take Possible Action on Council Ad Hoc Advisory Committee on Constituent Relationship Management (CRM) System Naming’s Final Recommendation to Council
Report
BACKGROUND
On September 30, 2025, Council approved the award of multiple agreements for the implementation, licensing, and maintenance, of a new Constituent Relationship Management (CRM) System (RTC 25-0827). Implementation of the new CRM will include a name for constituents to reference and recognize the system as part of available City services. On January 13, 2026, Mayor Klein announced the creation of an ad hoc advisory committee on CRM System Naming (RTC 26-0110).
EXISTING POLICY
Council Policy 7.4.12, Council Appointments to Intergovernmental Agencies, Council Subcommittees, and Council or Mayor-Created Task Forces
ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” with the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378 (b)(5) in that it is a governmental organizational or administrative activity that will not result in direct or indirect changes in the environment.
DISCUSSION
The ad hoc advisory committee met to discuss and consider potential names for the new CRM system. Their discussion included names for both the CRM system and the system Chatbot. The committee recommends “MySunnyvale” as the CRM system name and “Sunny” as the Chatbot name.
Selection of a name is needed at this time to ensure that the project implementation schedule remains on track. Upon Council’s selection of a name, the term of the ad hoc committee will expire.
FISCAL IMPACT
There is no fiscal impact associated with this report.
PUBLIC CONTACT
Public contact was made by posting the Council meeting agenda on the City's official-notice bulletin board at City Hall, at the Sunnyvale Public Library and in the Department of Public Safety Lobby. In addition, the agenda and this report are available at the City Hall reception desk located on the first floor of City Hall at 456 W. Olive Avenue (during normal business hours), and on the City's website.
ALTERNATIVES
1. Select a name for the new Constituent Relationship Management (CRM) system and Chatbot as recommended by the ad hoc advisory committee.
2. Direct staff to select a name for the new Constituent Relationship Management (CRM) system and Chatbot to keep the project schedule on track.
3. Provide other direction to staff.
STAFF RECOMMENDATION
Recommendation
Staff makes no recommendation.
Levine Act
LEVINE ACT
The Levine Act (Gov. Code Section 84308) prohibits city officials from participating in certain decisions regarding licenses, permits, and other entitlements for use if the official has received a campaign contribution of more than $500 from a party, participant, or agent of a party or participant in the previous 12 months. The Levine Act is intended to prevent financial influence on decisions that affect specific, identifiable persons or participants. For more information see the Fair Political Practices Commission website: www.fppc.ca.gov/learn/pay-to-play-limits-and-prohibitions.html
An “X” in the checklist below indicates that the action being considered falls under a Levine Act category or exemption:
SUBJECT TO THE LEVINE ACT
___ Land development entitlements
___ Other permit, license, or entitlement for use
___ Contract or franchise
EXEMPT FROM THE LEVINE ACT
___ Competitively bid contract*
___ Labor or personal employment contract
___ Contract under $50,000 or non-fiscal
___ Contract between public agencies
_X_ General policy and legislative actions
* "Competitively bid" means a contract that must be awarded to the lowest responsive and responsible bidder.
Staff
Prepared by: Victoria Ketell, Executive Assistant
Reviewed by: Kathleen Boutté Foster, Chief Information Officer
Reviewed by: Sarah Johnson-Rios, Assistant City Manager
Approved by: Tim Kirby, City Manager