Agenda 03/23/2021 Item #16D 9 (Agmt. #19-002-WV w/Benevate Amendment #5)03/23/2021
EXECUTIVE SUMMARY
Recommendation to approve the Fifth Amendment to Agreement No. 19-002-WV between Collier
County and Benevate, Inc., for Grant Management Software to support the Emergency Rental
Assistance and the Collier County Assistance Program, authorize the expenditures under the
Waiver, and authorize the Chair to sign the amendment.
OBJECTIVE: To continue to administer Federal and State grant and assistance programs using a grant
management software system.
CONSIDERATIONS: Collier County Community and Human Services Division (CHS) administers
numerous Federal and State grant programs with thousands of clients, hundreds of applicants, and many
sub-recipients. Benevate, Inc. is the producer and sole source vendor of the Neighborly Software’s
Economic and Community Development hosted software used by the County. Collier County Ordinance
No. 2017-08 at Section 11, subsection 10, authorizes the use of sole-source procurements where the
decision to select one (1) vendor over another is based upon a lack of competition, proprietary
technology, copyright, warranty, or a supplier’s unique capability to provide the product or service.
On October 15, 2018, the County administratively entered a service contract for a CHS grant management
software program. On February 17, 2020, the county entered into the First Amendment to the Agreement
increasing the annual hosting, maintenance, and support fee adding additional staff administrative licenses
and two (2) additional grant program modules. On June 9, 2020 (Agenda Item #16D9), the Board of
County Commissioners (Board) approved a Second Amendment to the Agreement to cover the costs
associated with adding additional administrative licenses. On July 14, 2020 (Agenda Item #16D16). The
Board approved a Third Amendment to the Agreement to develop and implement applicant modules in
response to meeting the needs of Collier County residents and business owners affected by COVID-19.
On October 13, 2020, (Agenda Item #16D8), the Board approved a Fourth Amendment to the Agreement
to add additional licenses and modules in support of the Collier CARES program.
The proposed Fifth Amendment to the Agreement is sought in response to the continued needs of Collier
County residents and business owners affected by COVID-19. On January 26, 2021 (Agenda Item
#16D7), the Collier County Board of County Commissioners accepted additional funding from the U.S.
Treasury for the Emergency Rental Assistance (ERA Program) to provided rental assistance to those
Collier County residents financially affected by COVID-19. To expand on the ERA Program, on February
9, 2021, (Agenda Item #11C), the Board further approved the Collier County Assistance Program
(CCAP) which will provide assistance for businesses and individuals who continue to be affected by the
COVID-19 crises. In order to serve the community effectively, twenty (20) software user licenses and a
temporary dedicated computer server are necessary to support the applicant portals. This action will
increase the agreement amount by $61,000 for a total agreement amount of $193,300 to support Federal
and State grant programs, in addition to the CARES Act, the U.S Treasury Emergency Rental Assistance
(ERA), and Collier County Assistance program activities. The term of the agreement is for one (1) year
effective 10/15/20 until 10/10/21. Staff is very satisfied with Benavate, Inc. services and products, as they
have provided software management services for over two (2) years. The software system has continued
to allowed staff to efficiently deliver grant resources to Collier County residences. The cost of the
additional software and licenses will be paid through grant funds.
FISCAL IMPACT: The proposed action described in this executive summary will increase the funding
amount by $61,000. Funding is available within the Coronavirus Relief Fund (123) Project 33699 and the
Emergency Rental Assistance Fund (705), Project 33734.
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03/23/2021
GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan with this
Executive Summary.
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote
for Board approval. -SAA
RECOMMENDATION: To approve the Fifth Amendment to Agreement No. 19-002-WV between
Collier County and Benevate, Inc. for Grant Management Software to support the Emergency Rental
Assistance and the Collier County Assistance Program, authorize the expenditures under the Waiver, and
authorize the Chairperson to sign the amendment.
Prepared By: Lisa Carr, Interim Housing Operations and Grant Development Manager, Community and
Human Services Division
ATTACHMENT(S)
1. FY21 Waiver Request 030 - Benevate (5th Amendment) (PDF)
2. 19-002-WV Benevate_Amend#5_VendorSigned (PDF)
3. Contract Amendment Request Rev5 Amend #5 2.17.21 signed (PDF)
4. Waiver #5 backup (PDF)
5. 19-002-WV Benevate_Amend#4_FullyExecuted (PDF)
6. 19-002-WV Amend#3_Benevate_FullyExecuted (PDF)
7. 19-002-WV_Amend#2_FullyExecuted (PDF)
8. 19-002-NS_Amend_1_Benevate_FullyExecuted (PDF)
9. 19-002-WV_Agreement_Fully Executed(PDF)
10. 19-002-NS Contract Renewal - Benevate (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.9
Doc ID: 15231
Item Summary: Recommendation to approve the Fifth Amendment to Agreement No. 19-002-
WV between Collier County and Benevate, Inc., for Grant Management Software to support the
Emergency Rental Assistance and the Collier County Assistance Program, authorize the expenditures
under the Waiver, and authorize the Chair to sign the amendment.
Meeting Date: 03/23/2021
Prepared by:
Title: Grants Coordinator – Community & Human Services
Name: Lisa Carr
03/08/2021 4:09 PM
Submitted by:
Title: Manager - Federal/State Grants Operation – Community & Human Services
Name: Kristi Sonntag
03/08/2021 4:09 PM
Approved By:
Review:
Community & Human Services Kristi Sonntag CHS Review Completed 03/08/2021 6:13 PM
Community & Human Services Maggie Lopez Additional Reviewer Completed 03/09/2021 8:03 AM
Operations & Veteran Services Kimberley Grant Additional Reviewer Completed 03/09/2021 9:05 AM
Procurement Services Opal Vann Level 1 Purchasing Gatekeeper Completed 03/10/2021 12:10 PM
Procurement Services Sandra Herrera Additional Reviewer Completed 03/10/2021 12:43 PM
Procurement Services Sue Zimmerman Additional Reviewer Completed 03/10/2021 1:08 PM
Procurement Services Todd Henry Additional Reviewer Skipped 03/10/2021 1:28 PM
Procurement Services Todd Henry Additional Reviewer Skipped 03/10/2021 2:45 PM
Public Services Department Todd Henry Public Services Deapartment Completed 03/10/2021 2:52 PM
Grants Erica Robinson Level 2 Grants Review Completed 03/10/2021 3:05 PM
County Attorney's Office Sally Ashkar Level 2 Attorney Review Completed 03/10/2021 3:38 PM
Public Services Department James C French PSD Dept Head Review Completed 03/11/2021 10:59 AM
Grants Carrie Kurutz Additional Reviewer Completed 03/11/2021 12:11 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 03/11/2021 12:54 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 03/11/2021 1:58 PM
Budget and Management Office Ed Finn Additional Reviewer Completed 03/11/2021 2:04 PM
16.D.9
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Grants Therese Stanley Additional Reviewer Completed 03/11/2021 2:22 PM
County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 03/12/2021 11:20 AM
Board of County Commissioners MaryJo Brock Meeting Pending 03/23/2021 9:00 AM
16.D.9
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Collier County
Instructions Waiver Request Form
Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be
submitted to the division’s Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the market place, proprietary technology, copyright, patent, or a supplier’s unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name:
Division:
Item/Service:
Vendor Name:
Historical
Countywide
Spend: ______________________
Requested
date range: _____________
Not to Exceed
per Fiscal Year: _______________
Is there an agreement associated with this
waiver to be reviewed by Contracts?
Yes No
Sole Source
Single Source
One Time Purchase
Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
Yes No If yes, provide the PCC number:__________________________________________________
Lisa N. Carr Community and Human Services
Grant Management Software
Benevate, Inc. dba Neighborly Software
132,300.00 2020-2024 193,300.00
CHS will be purchasing a dedicated computer server and twenty (20) additional user licenses to
manage Federal and State grants, and housing programs through the Benevate, Inc. d/b/a Neighborly
(Neighborly) Software system.
Collier County CHS administers multiple grant and housing programs with thousands of clients,
hundreds of applicants, dozens of contracts and partners/subrecipients, and requiring
as many as 20 years of follow-up monitoring. For over a decade, Collier reviewed the availability of
technology solutions and there has been a dearth of available products. What was available were stand
alone solutions for one part of the process, for example applications or inspections, but not a life cycle
system that could manage the differences in each program type. Implementation of a life cycle system
for grant management is essential to Collier County to streamline grant operations, increase timeliness
and accuracy, ensure consistency and accountability, reduce time and effort on no value activities,
create an electronic permanent record, and allow for simple and accurate reporting and dashboard
management view of essential activities. Working on spreadsheets is prone to error, and lacks essential
process controls. This software program is essential to ongoing processes of Federal, State and local
grant management in addition to supporting the CARES Act and U S Treasury Emergency Rental
Assistance (ERA)program activities.
SASW01✔
✔
✔✔
16.D.9.a
Packet Pg. 1143 Attachment: FY21 Waiver Request 030 - Benevate (5th Amendment) (15231 : Benevate Amendment #5)
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below):
Sole Source
Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors.
No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenience, timeliness, etc.?
Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used.
Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
Single Source
Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: ___________________ BCC Agenda Item number: __________________
Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty.
Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims.
Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
Benevate certifies that no other hosted software is available for purchase that can address all of Collier
County's Housing and Community Division need in one solution.
This software automates the enrollment, qualification, administration and reporting for the Collier County
Community and Human Services Federal and State programs.
Enables Collier to originate, and administer deferred, forgivable and amortizing loans. Software allows
for an on line portal that allows sub-recipients to apply for grant funding, submit monthly
accomplishment reports and make draw requests.
Enables contractors to bid on construction projects, update their insurance/license information and
make draw requests.
Enables 3rd party housing inspectors and partners to administer programs on behalf of Collier County.
See attached letter from the vendor.
✔
✔
✔
16.D.9.a
Packet Pg. 1144 Attachment: FY21 Waiver Request 030 - Benevate (5th Amendment) (15231 : Benevate Amendment #5)
How was the decision made to use this vendor? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase and use history and the
current level of County investment in the product.
Explain why it is in the County’s best interest to use this product/service rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product was used? What would occur if
another brand/vendor was used?
Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the cost for
addressing the needs via an alternate approach.
Will this purchase obligate the County to future ancillary products or services? Either in terms of maintenance or standardization.
Yes No
If yes, explain what types:
As CHS has attended industry conferences over the last few years we have become exposed to
additional software solutions, and networked with other community development and housing
organizations to learn of their experience. CHS has reviewed the functions available with several
systems (Elation, ZoomGrants, CDM, and Neighborly Software). Please see the attached chart for a
summary of the requirements and capabilities of these systems.
CHS is currently using the software system and the overriding benefit we see with this system is its
ability to cover all of our programs for grants and housing, be they state, federal, or local programs. One
location for all of our programs is a huge benefit in and of itself in terms of maintenance, training,
consistency, etc.
CHS has reviewed the functions available with several systems (Elation, ZoomGrants, CDM, and
Neighborly Software). In order for CHS to administer multiple grant and housing programs we would
need to contract with three different software vendors to accomplish what Neighborly Software is able to
do. The purchase of Neighborly Software has been a cost savings for the County. The pricing has not
change in the past two years.
✔
16.D.9.a
Packet Pg. 1145 Attachment: FY21 Waiver Request 030 - Benevate (5th Amendment) (15231 : Benevate Amendment #5)
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation report should the complexity, duration, and dollar amount of the purchase be a high risk
to the County.
It is a felony to knowingly and intentionally circumvent a competitive process for commodities or services by fraudulently
specifying sole source to obtain a benefit for any person or to cause unlawful harm to another. Florida Statute 838.22(2).
Requested by:
Signature:
Date:
Division Director:
Signature:
Date:
Department Head: Required if over $50,000
Signature:
Date:
Procurement Strategist:
Signature:
Date:
Procurement Director:
Or designee
Signature:
Date:
For Procurement Use Only:
Approved Requesting Additional Information Requires RFI/Intent to Sole Source Rejected
Procurement Comments:
Current FY Approval Multi-Year Approval
Start Date: ______________ End Date: __________
In addition to the answer to "decision" above, additional research has been conducted this month. Neighborly has
become a leader in grant management software in the Country. Many Counties in the State of Florida are
managing grant program using this system. When searching the internet for "grant management" systems what
one finds are primarily systems for not for profits or others seeking funding, and the systems provide them a
method for managing grants they receive. These are not applicable to our situation. Also, research for community
development systems often returns results for systems that would be used by our GMD for permitting, inspecting,
similar. Some information has been added to the attachment that shows a comparison of the top contenders.
Lisa N. Carr
Kristi Sonntag
James French
Sara Schneeberger
Catherine Bigelow
This waiver will replace the previously approved waivers in FY20 and FY21 (FY20 Waiver Request 077
and 086) (FY21 Waiver Request 012)
03/02/2021 10/14/2023
CarrLisa Digitally signed by CarrLisa
Date: 2021.02.17 17:41:28
-05'00'
SonntagKristi Digitally signed by SonntagKristi
Date: 2021.02.19 08:50:08
-05'00'
FrenchJames Digitally signed by FrenchJames
Date: 2021.02.22 15:15:49 -05'00'
SchneebergerS
ara
Digitally signed by
SchneebergerSara
Date: 2021.03.02 11:42:55
-05'00'
BigelowCatheri
ne
Digitally signed by
BigelowCatherine
Date: 2021.03.02 11:53:12
-05'00'
✔
✔
16.D.9.a
Packet Pg. 1146 Attachment: FY21 Waiver Request 030 - Benevate (5th Amendment) (15231 : Benevate Amendment #5)
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Packet Pg. 1147 Attachment: FY21 Waiver Request 030 - Benevate (5th Amendment) (15231 : Benevate Amendment #5)
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Packet Pg. 1148 Attachment: FY21 Waiver Request 030 - Benevate (5th Amendment) (15231 : Benevate Amendment #5)
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Packet Pg. 1149 Attachment: FY21 Waiver Request 030 - Benevate (5th Amendment) (15231 : Benevate Amendment #5)
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Packet Pg. 1150 Attachment: FY21 Waiver Request 030 - Benevate (5th Amendment) (15231 : Benevate Amendment #5)
16.D.9.b
Packet Pg. 1151 Attachment: 19-002-WV Benevate_Amend#5_VendorSigned (15231 : Benevate Amendment #5)
16.D.9.b
Packet Pg. 1152 Attachment: 19-002-WV Benevate_Amend#5_VendorSigned (15231 : Benevate Amendment #5)
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Packet Pg. 1153 Attachment: 19-002-WV Benevate_Amend#5_VendorSigned (15231 : Benevate Amendment #5)
16.D.9.b
Packet Pg. 1154 Attachment: 19-002-WV Benevate_Amend#5_VendorSigned (15231 : Benevate Amendment #5)
Contract Amendment Request Form (Version 5) 8/4/2020
CONTRACT AMENDMENT REQUEST FORM
All information must be completed in its entirety and signed by all parties before submitting to Procurement.
Please email this request form to Contracts@colliercountyfl.gov
REQUESTOR INFORMATION
Requestor Name: Title:
Requestor Division: Department:
CONTRACT INFORMATION
Project/Contract Title: Contract #:
Contract Administrator Name: Division:
Awarded Vendors under this contract Single Award Primary/Secondary/Tertiary Multiple Awards
Vendor name/s of each Agreement to be
modified through this amendment request.
FINANCIAL IMPACT
Original Approved
Contact Value/Amount:
$_____________ Original Board Date Current Board
Approved Amount $_____________ Agenda Item
Dollar Amount of
this Change $_____________________ Cumulative Dollar Amount Increases
without Board Approval $___________________
MODIFICATION TYPE AND JUSTIFICATION
CONTRACT AMENDMENT REQUEST # _____________
Modification Type:
(select all that apply)
Time Extension – New End Date:________________ Renewal Term – New End Date: ________________
Scope or Service Change Terms & Conditions Exhibit/Attachment Other _______________
Note: modifications including software/technology must be reviewed and approved by the Information Technology division prior to amendment approval
Has the Requestor and/or Contract Administrator vetted the amendment changes by all Divisions/Departments
who utlitize this contract and have they confirmed no other changes are required at this time?
Yes No N/A
Are the proposed changes within the scope of the original contract?
Yes No
Describe the proposed change(s) and identify the page/s, section/s and Exhibit/s in the contract that require the modification. Page two of this request is
reserved for additional space for this section. Select this box if using page two of this amendment request.
Indicate reason for amendment change/s and any other pertinent information as it relates to this amendment request.
Describe the impact if this amendment is not processed.
Requestor Signature: Date
Requestor’s Director Signature Date
16.D.9.c
Packet Pg. 1155 Attachment: Contract Amendment Request Rev5 Amend #5 2.17.21 signed (15231 : Benevate Amendment #5)
Contract Amendment Request Form (Version 5) 8/4/2020
If multiple changes are needed, please identify each change as follows; [Example only]
Change #1:
Change #2:
Change#3:
Proposed changes continued:
16.D.9.c
Packet Pg. 1156 Attachment: Contract Amendment Request Rev5 Amend #5 2.17.21 signed (15231 : Benevate Amendment #5)
16.D.9.d
Packet Pg. 1157 Attachment: Waiver #5 backup (15231 : Benevate Amendment #5)
16.D.9.d
Packet Pg. 1158 Attachment: Waiver #5 backup (15231 : Benevate Amendment #5)
16.D.9.d
Packet Pg. 1159 Attachment: Waiver #5 backup (15231 : Benevate Amendment #5)
16.D.9.d
Packet Pg. 1160 Attachment: Waiver #5 backup (15231 : Benevate Amendment #5)
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
16.D.9.e
Packet Pg. 1161 Attachment: 19-002-WV Benevate_Amend#4_FullyExecuted (15231 : Benevate Amendment #5)
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_
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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
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akn ,O+`{//{ i.
Page 2 of 2
Fourth Amendment to Agreement# I9-002-NS
16.D.9.e
Packet Pg. 1162 Attachment: 19-002-WV Benevate_Amend#4_FullyExecuted (15231 : Benevate Amendment #5)
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°
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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
16.D.9.e
Packet Pg. 1163 Attachment: 19-002-WV Benevate_Amend#4_FullyExecuted (15231 : Benevate Amendment #5)
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
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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),
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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]
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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
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Detail by Entity Name
Florida Department of State
a
JS`fl:lUt f of
0r9 t' PDIr
em uffiffill tfcrr of Flurrdu tleir,rtr
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
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DIVISION OF CORPORATIONS
http://search.sunbiz.org/Inquiry/Corporati on Search/SearchResultDeta i 1?inquirytype=Entity... 7/13/2020
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DocuSign Envelope ID: 5B479329-C790-4108-9EF9-C8AF3A2F54DF2/17/2020DocuSign Envelope ID: 67F028B6-1F0E-425F-AAA2-E7782B601A0F16.D.9.hPacket Pg. 1172Attachment: 19-002-NS_Amend_1_Benevate_FullyExecuted (15231 : Benevate Amendment #5)
DocuSign Envelope ID: 5B479329-C790-4108-9EF9-C8AF3A2F54DF2/14/2020PresidentJason RusnakDocuSign Envelope ID: 67F028B6-1F0E-425F-AAA2-E7782B601A0FScott R. Teach16.D.9.hPacket Pg. 1173Attachment: 19-002-NS_Amend_1_Benevate_FullyExecuted (15231 : Benevate Amendment #5)
16.D.9.iPacket Pg. 1174Attachment: 19-002-WV_Agreement_Fully Executed (15231 : Benevate Amendment #5)
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