Backup Documents 07/14/2020 Item #16D16ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 16016
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney
Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney
Office no later than Monday preceding the Board meeting.
**NEW** ROUTING SLIP
Complete routing lines # 1 through #2 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with
the exception of the Chairman's signature, draw a line through routing lines # 1 through #2, complete the checklist, and forward to the County Attorney Office.
Route to Addressees (List in routing order)
Office
Initials
Date
1. Risk
Risk Management
2. County Attorney Office
County Attorney Office
4. BCC Office
Board of County
Commissioners
J 14 IS
4. Minutes and Records
Clerk of Court's Office
Z'
5. Procurement Services
Procurement Services
PRIMARY CONTACT INFORMATION
Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event
one of the addressees above, may need to contact staff for additional or missing information.
Name of Primary Staff
Jessica Suarez/ PURCHASING
Contact Information
239- 252-8407
Contact / Department
Agenda Date Item was
July 141, 2020
Agenda Item Number
16.D.16
Approved by the BCC
Type of Document
AMENDMENT
Number of Original
i
Attached
Documents Attached
PO number or account
N/A
19-002-WV
BENEVATE,INC
number if document is
BENEVATE,INC
to be recorded
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
Yes
N/A (Not
appropriate.
Initial
Applicable)
1.
Does the document require the chairman's original signature STAMP OK
N/A
2.
Does the document need to be sent to another agency for additional signatures? If yes,
N/A
rovide the Contact Information(Name; Agency; Address; Phone on an attached sheet.
3.
Original document has been signed/initialed for legal sufficiency. (All documents to be
JS
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney.
4.
All handwritten strike -through and revisions have been initialed by the County Attorney's
N/A
Office and all other parties except the BCC Chairman and the Clerk to the Board
5.
The Chairman's signature line date has been entered as the date of BCC approval of the
JS
document or the final negotiated contract date whichever is applicable.
6.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
JS
si nature and initials are required.
7.
In most cases (some contracts are an exception), the original document and this routing slip
N/A
should be provided to the County Attorney Office at the time the item is input into SIRE.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCC's actions are nullified. Be aware of your deadlines!
8.
The document was approved by the BCC on 07/14/2020 and all changes made during
N/A is not
the meeting have been incorporated in the attached document. The County
,
an option for
Attorney's Office has reviewed the changes, if applicable.
this line.
9.
Initials of attorney verifying that the attached document is the version approved by the p
BCC, all changes directed by the BCC have been made, and the document is ready for g
Vol�t
Chairman's signature.
this me.
�L4 2020
Risk Management
16016
MEMORANDUM
Date: July 23, 2020
To: Jessica Suarez, Purchasing Technician
Procurement Services
From: Martha Vergara, Sr. Deputy Clerk
Minutes & Records Department
Re: Contract #19-002-WV "General Service Agreement
(Non -Solicitation)"
Contractor: Benevate, Inc.
Attached for your records is an original of the referenced document above,
(Item #16D16) adopted by the Board of County Commissioners on Tuesday,
July 14, 2020.
The Board's Minutes & Records Department has kept an original as part of
the Board's Official Records.
If you have any questions, please feel free to contact me at 252-7240.
Thank you.
Attachment
16016
THIRD AMENDMENT TO AGREEMENT #19-002-WV
FOR
GRANT MANAGEMENT SOFTWARE
THIS AMENDMENT, made and entered into on this 14th day of July 2020, by and between Benevate,
Inc. (the "Contractor") and Collier County, a political subdivision of the State of Florida, (the "County" or
"Customer"):
WHEREAS, on October 15, 2018, the County entered into a SAAS Services Agreement with
Contractor for the purchase of a hosted software for the enrollment, qualification, administration and reporting of
federal and state grant programs with a one-time implementation fee of $6,000 and annual hosting, maintenance
and support fee of $33,000; and
WHEREAS, on February 17, 2020, the County administratively approved the First Amendment to the
Agreement to include additional grant programs, add ten (10) additional user licenses and increase annual hosting,
maintenance and support fee to $49,800; and
WHEREAS, on June 9, 2020 (Agenda Item No. 16.D.9), the County approved the Second Amendment
to the Agreement to: include seven (7) additional Administrative Licenses at an additional cost of $6,300 and
replace Affordable Housing Density Bonus Program with Asset Management Program, and revise the expenditure
threshold language found under Section 11. Supplemental Terms and Conditions to require Collier County Board
of County Commissioners approval of expenditures exceeding $50,000; and
WHEREAS, in response to the COVID-19 crisis, grant funding is now available for Collier
County residents and small businesses but to administer the funding, staff seeks to further amend the Agreement
to add two additional Programs: (1) the Rental/Mortgage/Utility Assistance Program, and (2) Micro-
Enterprise/Small Business Development Program; one which will the replace existing Homeless Grant
Management (ESG) Program, increase the number of Administrator Licenses, and increase annual Hosting,
Maintenance and Support fee by $6,300.
NOW, THEREFORE, in consideration of the mutual promises and covenants herein contained, it is
agreed by the parties to amend the Agreement, as follows:
1. A one-time implementation and configuration fee of $8,000 of Micro- Enterprise/Small Business Program
and Rental/Mortgage/Utility Assistance Program ($1,500/each) and two months of Database Servicer
Capacity' for CARES Act ($2,500 per month) is added to the Agreement, as reflected in the below changes
to Exhibit "A."
2. Effective upon execution of this Third Amendment, the Hosting, Maintenance and Support fee will
increase to $62,400/annually, as reflected in the below changes to Exhibit `B."
3. The below attached Third Amendment Pricing Proposal is hereby incorporated into the Agreement
4. Except as modified through this Amendment, all other terms and conditions of the Agreement shall remain
the same.
Words Struek T-hF are deleted; Words Underlined are added
16016
Services Fees: $56,400.00 $62,400.00 per year, payable Initial Service Term: Two (2) years from Effective Date
annually in advance, subject to the terms of Section 4 and Per
User Pricing attached as Exhibit D hereto.
EXHIBIT A
Services Statement of Work
1. SaaS Services Description. Company will provide Customer with hosted software for the enrollment, qualification,
administration and reporting of the following "Programs:"
a. Public Services Grant Management (CDBG/HOME)
b Homeless Grant Management (ESG b. Rental/Mortgage/Utility Assistance Program
c. Down Payment Assistance Program
d. Housing Rehabilitation Program
e. Services for Seniors Program
f. County -Wide Impact Fee Deferral
g. Asset Management Program
h. Micro-Enterprise/Small Business Development Program
EXHIBIT D
SERVICE FEE
Service Fees
Annual Fee
Number of Users & Programs
Hosting, Maintenance and Support
$56;100.00*
• 34 42 Administrator Licenses
described in Exhibit A and B
$62,400.00
• -7 8 Programs as defined in Exhibit A
*Company reserves the right to increase the annual Services fees at the end of the Initial Service Term or then -current renewal
term by no more than 5% of the then previous year's cost ("Renewal Price Cap"), upon thirty (30) days prior notice to Customer
(which may be sent by email)
[Third Amendment Pricing Proposal to follow]
Words elThrough are deleted; Words Underlined are added Cir),
16016
THIRD AMENDMENT PRICING PROPOSAL
ANNUA t.
Annual Recurriqqfees USER PRICE A USERS
Neighborly Software Per Administrator Fee (Users 1-10) $175 Monthly
Neighborly Software Per Administrator Fee (Users 11-20) $125 Monthly already purchased
Neighborly Software Per Administrator Fee (Users 21+) $75 Monthly 7 $6,300.00
Technical Support Included
Hosting/Security in Microsoft Tier IV Data Center Included
- Data Storage, Backup and Recovery Included
ANNUALTOTAL $6,300.00
One
•
UNIT AMOUNT
Software Implementation Per Programa
$1,500
One Time
2 $3,000.00
Software Configuration to Client Design
Included
Administrator Training (8 hrs Virtual)
Included
-Administrator Guide
Included
-Travel irrently not available firing COVID-19 pandemic)
$800
Per Trip
0 $0.00
*Increased Database Server Capacity' for CARES Act
$2,500
Monthly
2
$5,000.00
(Optional) - Integration with Property Database
$2,500
One Time
$0.00
(Optional) 'Data Migration of Active Loans (Minimum $2,000)
$2.50
Per Loan
$0.00
(Optional) - Craftsman Book Spec. Database -Cost Estimating
$500.00
Annually
$0.00
a - Includes configuration for the following programs: ONE TIME IMPLEMENTATION TOTAL $ 8,000.00
(1) CARES Act MILI0 tntc.rpiise / Small Business
(2) CARES Act - Rental/Mortgage/Utility Assistance
YEAR ONE TOTAL: $14, 300.00
1. Recurring fees are invoiced annually in advance.
2. Implementation fees are invoiced at engagement
3. * Increased Database Server Capacity - Neighborly Software will increase database server capacity on Microsoft
Azure to ensure the availability of resources will meet expected demand from the program. Pricing is based on 2
month of surge capacity with the option to add additional months or reduce it by a month if needed.
[Signature Page to follow]
IN WITNESS WHEREOF, the parties have executed this Third Amendment on the date and year
first written above by an authorized person or agent.
ATTEST:
Crystal K. Kinzel, Clerk of Court &
Comptroller
By:
Dated: c
(SEAL) Attest to Chairman's
signature only.
Contractor's Witnesses:
First Witness
TType/print witness nameT
Second Witness
n,
r15 ` /
TType/print witness nameT
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By:
Burt L. Saunders, Chairman
CONTRACTOR:
BENEVATE, INC.
By: q - C
Sig ur
TType/print signature and title
Date
<pfprovjedas t Fo and egality:
.c-.r L
Sc . Teach, Deputy County Attorney
Page 4 of 4
Third Amendment to Agreement # 19-002-NS �'qU
Detail by Entity Name
Florida Department of State
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Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name
Rejected Filing
BENEVATEINC
Filing Information
Document Number
W20000071800
Filed Date
07/10/2020
Expire at Usual Time
Y
Penalty Fee
00.00
Associated Document
Number
Document Type
Filed By
JASON RUSNAK
3423 PIEDMONT RD NE
ATLANTA, GA 30305
Document Images
No images are available for this filing.
Florida Department of State, Division or Corporations
Page 1 of 1
16016
DIVISION OF CORPORATIONS
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