#20-7783 (5 Point Solutions, LLC) Amendmnet 1 FIRST AMENDMENT TO AGREEMENT #20-7783
FOR
MASTER SOFTWARE-AS-A-SERVICE (SAAS) AGREEMENT
THIS FIRST AMENDMENT, made and entered into on this 12 '21ay of
2022, by and between 5 Point Solutions, LLC (the "5 Point Solutions" or
"Contractor") and Collier County, a political subdivision of the State of Florida, (the "County" or
"Customer") (collectively, the "Parties"):
WHEREAS, on December 14, 2021 (Agenda No. 16.D.19), the County entered into
Agreement # 20-7783 "Mental Health Data Collaborative" Master Software-As-A-Service Agreement
(the "Agreement") with 5 Point Solutions to establish a data system to allow information and data
sharing between County and partnered community agencies, to increase collaboration and improve
Mental Health Services; and
WHEREAS, the Agreement provided for a three year initial term with two additional one-
year renewals with a total cost of$200,679.52 for services obtained over a five-year period; and
WHEREAS, the Parties desire to amend the Agreement to increase services, modify project
milestones and payment schedule and establish revised pricing providing for a new cost of
$407,436.00 over the remaining agreement term, including renewals.
NOW, THEREFORE, in consideration of the mutual promises and covenants herein
contained, it is agreed by the Parties as follows:
1. Attachment I "Products & Pricing Schedule" of the Agreement is hereby voided and replaced
in its entirety with Attachment I-A attached hereto.
2. All other terms and conditions of the Agreement shall remain the same.
**Remainder of this page left blank intentionally**
SIGNATURE PAGE TO FOLLOW
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First Amendment to Agreement# 20-7783
IN WITNESS WHEREOF,the Parties hereto, have each, respectively, by an authorized person or
agent, have executed this Amendment on the date and year first written above.
ATTEST:
Crystal K.ICinzzl,,Clerk of Circuit Court BOARD OF C•It _II MISSIONERS
and Co 3trolier '? COLLIER :,F ORID•
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First Amendment to Agreement#20-7783
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ATTACHMENT I-A
(FIRST AMENDMENT)
Project Scope
The Case Management Solution will consist of a hosted SaaS solution and the implementation services needed
to install and deploy the system to meet the requirements define herein.
CaseWorX will be installed as a functional solution with its existing functionality which includes standard
fields, display screens, widgets, and reports.
FivePoint will work with the designated agency project managers, IT staff, and system administrators to
integrate CaseWorX with the business practices of Collier County to accomplish the Customer's business needs.
FivePoint will implement one (1) subscription of CaseWorX. CaseWorX will be configured for use by Collier
County, FL Mental Health Data Collaborative. The system will be configured to the agreed upon and signed off
Functional Design Document. There is no limit to the number of authorized users accessing the issued
CaseWorX Mental Health Data Collaborative subscription. Users with permissions to the CaseWorX Mental
Health Data Collaborative subscription will be determined by Collier County. Should an additional subscription
of CaseWorX for a separate program for data tracking and reporting be necessary, a Change Order will be
created.
Data Exchanges
Data exchanges will be created between the CaseWorX system and the systems defined in this Change Order.
FivePoint and the Collier County project team will work with the external agencies to determine the scope of
work for each data exchange identified in the contract. This will include a detailed description of the
capabilities of each data exchange based on external agencies' systems to provide and consume data. This
information will be used to define the automation needed to generate and consume data for each interface.
Collier County will provide use cases and workflow information that will be used to define the type of data
being used in each exchange, the frequency of the exchange and any automation processes required.
Data Exchange Source Exchange Type Notes
David Lawrence Data Exchange: Credible Will be defined during Exchange to populate data into
requirements gathering. CaseWorX from David Lawrence
System—Uni-Directional
CCSO: TriTier(Wings) Will be defined during Exchange to populate data into
requirements gathering. CaseWorX from Wings—Uni-
Directional
Courts: Drug Court Case Management Will be defined during Exchange to populate data into
System (DCCM) requirements gathering. CaseWorX from DCCM—Uni-
Directional
Wounder Warriors: HMIS Will be defined during Exchange to populate data into
requirements gathering. CaseWorX from HMIS—Uni-
Directional
Hunger& Homeless Coalition: HMIS Will be defined during Exchange to populate data into
requirements gathering. CaseWorX from HMIS—Uni-
Directional
NAMI: HMIS Will be defined during Exchange to populate data into
requirements gathering. CaseWorX from HMIS—Uni-
Directional
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Custom Development
FivePoint will develop Widgets and Data Fields for the following:
1. Narcan Deployments—up to 10 Data Fields
2. Marchman Act—Up to 10 Data Fields
3. Baker Act—Up to 10 Data Fields
Program Implementation
FivePoint Project Management consists of:
• Creating and maintaining project plans using Microsoft Project.
• Communication Planning
o Leading weekly status meetings
o Proving weekly status reports(if required)
• Updating and managing Issue, Risk and Decision Logs
• Ensuring the Change Management process is followed if changes are required.
CaseWorX is an "out of the box" solution and the Customer will be trained on all aspects of the application
including all administration functions, security, forms management, and configuration. If configuration items
have been identified and are "in scope" for this agreement, they will be incorporated into the project plan. If
configuration items are outside of this agreement, a subsequent statement of work or change order will be
required and may result in additional fees. FivePoint will not proceed with configuration items determined out
of scope until a new statement of work or change order has been signed by both FivePoint and a County
representative.
After the initial project planning meetings, configuration will be accomplished using these stages.
1. System Configuration
2. Financial Structure (if applicable)
3. Document Templates
4. Workflow Processes Analysis
5. Data Exchanges
6. Reports
7. Security Configuration
8. Training
9. Deployment
Meetings will be conducted on site and/or online as mutually agreed upon by Collier County and FivePoint
project managers during the analysis and configuration phase of the project.
System Configuration
In the System Configuration stage, FivePoint will work with Customer's implementation team to verify and
identify the drop-down list values needed in the CaseWorX solution. As new list values are identified they will
be added as tasks to the FivePoint issues management system and tracked. Configuration is necessary to ensure
all necessary data is set up to be tracked in the system.
System Configuration will consist of the following:
Document Templates
Document templates are created using CaseWorX configuration tools. Collier County shall provide documents
in an electronic format (preferably Microsoft Word) from which FivePoint will configure the document
templates to be used in CaseWorX. FivePoint will configure no more than four (4) documents per CaseWorX
subscriptions listed in the Contract.
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• Customer will review its document templates(forms)that are currently used and determine which can
likely be merged or are unused.
• Customer will make any modifications or edits to document templates.
• Customer will provide list of document templates, including samples
• FivePoint will train Customer in document templates configuration
• FivePoint and Customer will compare inventory of documents with those already configured.
• FivePoint will configure documents; Customer may assist.
• Customer will test and approve templates.
If customer requests more personalized configuration that does not meet the 'out of the box' solution, a Change
Order will be created.
Workflow Processes Analysis
FivePoint will discuss key workflow processes Collier County uses daily to ensure the system is configured to
best meet the needs of the end-users.
If Collier County requests a more personalized configuration that does not meet the 'out of the box' solution, a
Change Order will be created.
Data Exchanges
FivePoint can interface with systems that are capable of interfacing using XML/JSON via FTP, XML/JSON via
Web Service, CSV or direct SQL. In addition, FivePoint can provide NIEM-conformant and HL7-conformant
data exchanges.
For each interface, FivePoint will work with Customer's IT staff to create an implementation approach and
Interface Specification Document. The document will include information necessary to develop the interface,
including:
• Data connect requirement(i.e. VPN);
• The data element mappings between the two systems and other requirements such as filtering,throttling,
queuing,transaction record retention period, and resending/republishing of messages;
• Frequency/trigger information, specification of data transport mechanism requirements, port and
firewall rules, and secure networking requirements;
• Monitoring and reporting requirements, identification of exception types and processing of transactions,
and bandwidth requirements based on expected transaction volumes; and
• Error Handling.
Once the specification document has been completed, FivePoint will work with the Customer's IT staff to
develop and test the interface using the Interface Specification Document. FivePoint will begin development
once the Interface Specification Document has been approved by the Customer.
Upon Customer's final approval of each interface,the interface will be ready to go live.
If the Customer requests additional data exchanges, a Change Order will be created.
Reports
There are no requested custom reports as part of this Change Order. If the Customer requested additional report
development, a new Change Order will be created.
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Security Configuration
FivePoint and the Customer will work together to identify security configuration needs for the system.
CaseWorX uses role-based security with the ability to restrict or unrestricted individual users. Security
Configuration is required for training and go-live. Collier County staff will be trained on user account
management and configuration.
A Security Configuration Document will be developed listing the user roles and rights for accessing and
updating cases. Security Configuration can only begin after the Security Configuration Document has been
approved by the Customer.
Training
FivePoint Solutions will provide training for the following sessions for up to fifteen (15) end users:
o System Navigation and Data Entry
o Generating Reports
o Administrative Functionality
If additional users are required to attend, an additional FivePoint trainer will be needed per 15 attendees. This
would be at a rate of$2,000 per day. FivePoint will conduct onsite training for 2 days with Train-the-Trainer.
FivePoint will conduct online training for the remaining three (3)days.
Additional Onsite and Online training can be provided at an additional rate of$200 per hour. A minimum of 4
hours is required per session to cover training and administrative time. If client requests additional training, a
Change Order will be created.
Deployment
FivePoint and Collier County project managers will jointly create a Deployment and Go-Live Plan detailing the
responsibilities of each implementation team. Deployment will include the data conversion so the system can be
used in production. Final data conversion and deployment will bring the system live in the production
environment.
Data Exchanges may be scheduled after go-live but this will be defined during the Project Planning phase of the
project.
FivePoint will work with the Customer's implementation team to create the following in preparation for
deployment and Go-live.
• Train the trainer sessions and end user training.
• Go-Live Plan
• Onsite or Remote go-live assistance(additional fees may apply)
• Data entry cutoff date
• Final conversion of the database
Customer will set up an internal Help Desk that includes technical personnel and agency subject matter experts.
During the term, FivePoint will provide the County with the ability to report technical issues 24x7 for the
Software/Solution. Response times to resolve issues are set forth at Vendor's Customer Support Policies set
forth in a Schedule.
Telephone support shall be available to no more than three (3) named callers. Support includes troubleshooting,
basic usability, and navigation assistance. If applicable, the County agrees to provide FivePoint access to
production systems for purposes of customer support.
Service Level Agreement and priority schedule can be found in the Master Contract, Attachment I 5 Point
Solutions CaseWorX SaaS Solution Service Levels and Standard Customer Support Policy.
Risks
Every project assumes risks. FivePoint has identified the following project risks and describes a method to
mitigate the risk level.
1. Lack of attendance and participation during FivePoint training. This can lead to additional training
needs as well as "stale"data. The probability and consequence for this can be high.
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• Risk mitigation: FivePoint will work with the Customer Project Lead to ensure that the
Customer's Team Members are properly trained. FivePoint and the Customer will work to find
a mutually agreeable date for all members needing training.
2. A prolonged period of little to no CaseWorX software use between training and go-live.
• Risk mitigation: FivePoint will provide a test environment for users to access during and after
training allowing immediate use of a"mock" system and functions. In addition, FivePoint will
work with the Customer's staff to check the CaseWorX system for court activity after training.
FivePoint will work with the Customer to ensure follow-up with courts that have not used the
CaseWorX system after training.
3. Changes requested not outlined in the original scope of work.
• Risk mitigation: FivePoint utilizes a formal change management process for handling change
orders. FivePoint will work jointly with the Customer on all change order requests. All change
order requests will be prioritized by the Customer and analyzed by FivePoint to determine if the
request adds risk or cost to the project. FivePoint will present a proposal to the Customer that
includes added risk(if any)and pricing for the change order(if any). The Customer will have
the final decision over whether to proceed with the change order.
4. Customer Staff turnover.
• Risk mitigation: FivePoint will provide system document and tutorial videos to assist new staff
on the usage of CaseWorX.
5. System Interfacing—Delivering interfaces to third-party systems requires access to resources, access to
technical environment(s), prioritization by leadership in the third-party systems, and timely
communication. Therefore, an escalation process should be identified during planning to ensure
successful project outcomes.
General Assumptions and Exclusions
Customer Responsibilities:
• Ensure that all the involved departments and departments' system vendors are willing to work with
FivePoint and the appropriate court to provide necessary access to information and data as needed for
the project.
• FivePoint will receive full support from the customer with response times of no longer than 2 business
days.
• Provide Subject Matter Experts from each of the involved departments to participate in analysis
meetings.
• Provide project management services for the length of the project to manage the Customer's Project
Responsibilities. The project manager(s) should be available for scheduled meetings or teleconferences.
• Customer Project Coordinator must attend all scheduled training(s).
• Must accept the Delivery Acceptance Form or provide a written plan of action within Fifteen (15)
business days of Go-Live.
• Where applicable, Customer will provide FivePoint with secure remote access to their environment once
FivePoint personnel have passed background checks and security requirements.
• Customer will facilitate access to necessary resources for third-party interfaces to include garnering
leadership approval and prioritization from the third-party entity, where needed.
• A mutually agreed upon Change Management Process will be implemented, if necessary.
Exclusions; Out of Scope:
• FivePoint is not responsible for paying any 3rd party vendor costs and those costs are NOT included in
this Change Order(if applicable).
• FivePoint is not responsible for providing stable network and internet connection to each of the involved
CaseWorX Users.
• FivePoint is not responsible for providing PCs and/or laptops, or mobile devices for users to access and
run CaseWorX.
• FivePoint is not responsible for providing scanner(s)with a Twain Driver to access and run the
document management component of CaseWorX.
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• FivePoint Solutions is not responsible for any data clean up required for conversions to be successful.
During Analysis, if it is discovered that data clean up is necessary, data must be updated by client prior
to first iteration of data conversion. (i.e. source system date field may contain string value 112098, data
will need to updated to 11/20/1998 or if a city is abbreviated in the source data base it may need to be
updated with full name before conversion).
• FivePoint is not responsible for updating third party interfaces to meeting FivePoint Data Exchange
Requirements
Payment Schedule
• CASEWORX SAAS SOLUTION FEES (YEAR 1)- Milestones & Payment Schedule
Milestone Task Description Amount
Project Plan Signoff(30%of Signoff on FivePoint Solutions/Collier
1 Project Management $ 16,000.00
Services) County Project Plan
Deployment of CaseWorX
2 UAT Site - 30% of Project Deployment of CaseWorX UAT Site $ 9,600.00
Management Services
3 Analysis of CaseWorX Functional Design Document DAS Form $ 10,000.00
Configuration Complete Signed -CaseWorX System Configuration
4 CaseworX System DAS Form Signed for CaseWorX System $ 6,400.00
Configuration Complete Conifguration
Analysis of HMIS -Wounded Functional Design Document DAS Form $ 10,000.00
5 Warrior Integration Signed for HMIS -Wounded Warrior
Complete Integration
Analysis of HMIS - Hunger& Functional Design Document DAS Form $ 10,000.00
6 Homeless Integration Signed for HMIS - Hunger& Homeless
Complete Integration
Analysis of HMIS - NAMI Functional Design Document DAS Form $ 10,000.00
7
Integration Complete Signed for HMIS - NAMI Integration
Analysis of David Lawrence Functional Design Document DAS Form $ 10,000.00
8 Center- Credible Signed for David Lawrence Center-
Integration Complete Credible Integration
Analysis of DCCM- Functional Design Document DAS Form $ 10,000.00
9 Integration Complete Signed for DCCM (Drug Court Case
Management)
10 Analysis of Tritier-Wings Functional Design Document DAS Form $ 10,000.00
RMS - Integration Complete Signed for Tritier-Wings RMS
Analysis of Custom Functional Design Document DAS Form $ 10,000.00
11 Widget/Data Elements Signed for Custom Widget/Data Elements
Complete
Go-Live of CaseWorX - Final
Project Management Costs -
12 20% of Project Management DAS Form Signed for Go-Live of CaseWorX $16,000.00
Services
13 Training Complete Onsite and Online Training Complete $ 10,000.00
14 Go-Live of CaseWorX CaseWorX Annual Subscription $ 6,750.00
15 Go-Live of HMIS -Wounded HMIS -Wounded Warrior Integration •
$ 5,500.00
Warrior Integration Annual Subscription
16 Go-Live of HMIS - Hunger& HMIS - Hunger& Homeless Integration $ 3,500.00
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Homeless Integration Annual Subscription
17 Go-Live of HMIS - NAMI HMIS - NAMI Integration Annual $ 3,500.00
Integration Subscription
Go Live of David Lawrence David Lawrence Center-Credible
18 Center- Credible $ 5,500.00
Integration Integration Annual Subscription
19 Go Live of DCCM - DCCM - Integration Annual Subscription $ 5,500.00
Integration
20 Go-Live of Tritier-Wings Tritier-Wings RMS - Integration Annual $ 5,500.00
RMS - Integration Subscription
21 Go-Live of CaseWorX Annual Subscription for CaseWorX Custom $ 5,000.00
Narcan Widget Narcan Widget
22 Go-Live of CaseWorX Annual Subscription for CaseWorX Custom $ 5,000.00
Marchman Widget Marchman Act Widget
23 Go-Live of CaseWorX Baker Annual Subscription for CaseWorX Custom $ 5,000.00
Act Widget Baker Act Widget
Total 188,750.00
CaseWorX SaaS Solution Annual Renewal Fees
Software, Upgrades, Maintenance, and Support; Microsoft Azure 1 (Year 2)
Government Cloud:
CaseWorX SaaS Solution (Year 2)
David Lawrence-Credible Integration
HMIS-Wounded Warrior Integration
HMIS- NAMI Integration
HMIS- Hunger& Homeless Integration $52,272.00
TriTier-Wings RMS Integration
DCCM Integration
Narcan Widget
Marchman Act Widget
Baker Act Widget
Software, Upgrades, Maintenance, and Support; Microsoft Azure 1 (Year 3)
Government Cloud:
CaseWorX SaaS Solution (Year 3) •
David Lawrence-Credible Integration
HMIS-Wounded Warrior Integration
HMIS- NAMI Integration
HMIS- Hunger& Homeless Integration $53,840.00
TriTier-Wings RMS Integration
DCCM Integration
Narcan Widget
Marchman Act Widget
Baker Act Widget
Software, Upgrades, Maintenance, and Support; Microsoft Azure 1 (Year 4)
Government Cloud:
CaseWorX SaaS Solution (Year 4)
David Lawrence-Credible Integration
HMIS-Wounded Warrior Integration
HMIS- NAMI Integration
HMIS- Hunger& Homeless Integration $55,455.00
TriTier-Wings RMS Integration
DCCM Integration
Narcan Widget
Marchman Act Widget
Baker Act Widget
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Software, Upgrades, Maintenance, and Support; Microsoft Azure 1 (Year 5)
Government Cloud:
CaseWorX SaaS Solution (Year 5)
David Lawrence-Credible Integration
HMIS-Wounded Warrior Integration
HMIS- NAMI Integration
HMIS- Hunger& Homeless Integration $57,1 19.00
TriTier-Wings RMS Integration
DCCM Integration
Narcan Widget
Marchman Act Widget
Baker Act Widget
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