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Backup Documents 10/13/2020 Item #16D8 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO I 6 0 8 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 Addressee(s) (List in routing order) Office Initials Date 1. Risk Risk Management k/>t N/f 2. County Attorney Office County Attorney Office 2 1 i'°/-‘,/7 44 4. BCC Office Board of County k5 b Commissioners .5 t j /6` -' 4. Minutes and Records Clerk of Court's Office 'I fl k' %AD-A.--70 ►apr,... . 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 October 13th,2020 Agenda Item Number 16.D.8 Approved by the BCC Type of Document AMENDMENT Number of Original 1 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 provide 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 signature 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 10/13/2020 and all changes made during N/A is not the meeting have been incorporated in the attached document. The County =' option for Attorney's Office has reviewed the changes,if applicable. es line. 9. Initials of attorney verifying that the attached document is the version appro rrIi■�-.% - �� 4 /A is not BCC,all changes directed by the BCC have been made,and the document i 1'fr,Ur : r ,, , option for Chairman's signature. this line. OCT 13 020 Risk Management It608 FOURTH AMENDMENT TO AGREEMENT#19-002-WV FOR GRANT MANAGEMENT SOFTWARE THIS AMENDMENT, is made and entered into on this 13th day of October 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 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,on July 14,2020(Agenda Item No. 16.D.16)the County approved the Third Amendment to the Agreement increase the number of Administrator Licenses and increase annual Hosting, Maintenance and Support fee; and WHEREAS,the parties desire to amend the Agreement to include an additional sixty-six(66) software user licenses and temporary dedicated computer server are necessary to support the re-opening of the business and individual applicant portals. NOW, THEREFORE, in consideration of the mutual promises and covenants herein contained, it is agreed by the Parties to further amend the Agreement as follows: 1. Amend Exhibit D, Service Fee, to include additional Licenses, and a one-time implementation fee as reflected on the attached Pricing Proposal dated September 30, 2020. 2. Except as modified through this Amendment, all other terms and conditions of the Agreement shall remain the same. Words Struck Through are deleted; Words Underlined are added Page 1 of 2 Fourth Amendment to Agreement# 19-002-NS Lib i IN WITNESS WHEREOF, the parties have executed this Fourth Amendment on the date and year first written above by an authorized person or agent. ATTEST: Crystal K. Kinzel, Clerk of Court& BOARD OF COUNTY COMMISSIONERS Comptroller COLLIER COUNTY, FLORIDA Air;)it,,, By: VadAve, c, , By: Burt L. Saunders, Chairman Dated: ---L 4L7 (SEAL) Attest as to Chairman's signature only. Contractor's Witnesses: CONTRACTOR: BENEVATE,INC. 6.dit•t" --4/1/11"" .-e) First Witness By: Siiiikb?).),1_ o \eik+ltfine ML&b1httri-Ku T'Type/print witness namet SCkSUr T2-.,\J Y\ak.t ?re.-Sl'et.etAk ( , j_/) 6,,,,,,,, tType/print signature and titlet Second Witness I�f,� I �� rzCJ\v ) V w1 Date (( "Type/print witness namet roved as t Fo ,d egality: De uty County Attorney 5 , if /2 je ad..d is_ Print Name ;torn# k(0.0g P9.9nda %p—`` ;.. tLis?: -'�akn ,O+`{//��{ i�. Page 2 of 2 Fourth Amendment to Agreement# I9-002-NS -,/ 16 08 EXHIBIT D4 Prepared by: Martin Greenlee DATE 9/30/2020 Phone: 360-964-0694 QUOTE# 1457 Email: Martin.Greenlee@NeighborlySoftware.com VALID UNTIL 10/30/2020 Lisa Carr Collier County, FL-Community and Human Services 239-252-2339 CO Ter CO14 flt lisa,carr®coliiercountyft.gov ,_ JJ X ANNUAL r ' :. . . . E USER PRICE FREQUEcaS PRICE 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 66 $59,400.00 - Technical Support Included - Hosting/Security in Microsoft Tier IV Data Center Included - Data Strorage, Backup and Recovery Included ANNUAL TOTAL $59,400.00 "k yy �` �, Software Implementation Per Programa $1,500Mr One Time 0 $0.00 - Software Configuration to Client Design Included - Administrator Training (8 hrs Virtual) Included -Administrator Guide Included - Travel (currently not availble during COVID-19 pandemic) $800 Per Trip 0 $0.00 *Increased Database Server Capacity'for CARES Act $2,500 Monthly 1 $2,500.00 (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 $ 2,500.00 YEAR ONE TOTAL: $61,900.00 r, F :<: lo .„, �Y; .k,�a,�.:-' ` �:i'�:�.�•_r°Z t €, 4 ,u• 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. If you have any questions about this price quote, please contact Martin Greenlee Thank You For Your Business! Page 1 of 1