Loading...
Agenda 11/14/2023 Item #16E 3 (Assumption Agreement for Contract #21-024-NS for Case Management Software System w/Olive App, LLC to UnaCase Pro, LLC)11/14/2023 EXECUTIVE SUMMARY Recommendation to approve an Assumption Agreement assigning all rights, duties and benefits, and obligations from Olive App, LLC, to UnaCasePro LLC, concerning Agreement #21-024-NS, “Case Management Software System.” OBJECTIVE: To continue Community and Human Service’s access to Case Management Software System for its Services to Seniors Program. CONSIDERATIONS: On June 30, 2021 the County awarded Agreement No.21-024-NS (the “Agreement”), “Case Management Software System,” to Olive App, LLC to provide a case management software system to the Community and Human Services Division. Based upon the terms of an acquisition, dated July 14, 2022, UnaCasePro LLC, a California limited liability company registered to transact business in Florida, acquired all of Olive App LLC’s assets. UnaCasePro further represents and warrants to the County that it is now the successor in interest to the Agreement with the County. Staff obtained documentation of the acquisition, along with other necessary busi ness documents from UnaCasePro LLC, which have been reviewed and accepted by the County Attorney’s Office. Staff is recommending approval of the attached Assumption Agreement with UnaCasePro LLC, assigning all rights, duties, benefits, and obligations under Agreement, including any amendments thereto. FISCAL IMPACT: There is no new fiscal impact associated with this item. Funds are budgeted in Fund 1806 Collier Co Seniors. GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated with this Executive Summary. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. -SRT RECOMMENDATION: To approve an Assumption Agreement assigning all rights, duties and benefits and obligations to UnaCasePro LLC, under Agreement #21-024-NS, “Case Management Software System,” and authorize the Chairman to sign the attached agreement. Prepared by: Sue Zimmerman, Procurement Contracts Manager, Procurement Services Division ATTACHMENT(S) 1. 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (PDF) 2. 21-024-NS COI_UnaCasePro (PDF) 16.E.3 Packet Pg. 1377 11/14/2023 COLLIER COUNTY Board of County Commissioners Item Number: 16.E.3 Doc ID: 27071 Item Summary: Recommendation to approve an Assumption Agreement assigning all rights, duties and benefits, and obligations from Olive App, LLC, to UnaCasePro LLC, concerning Agreement #21-024-NS, “Case Management Software System.” Meeting Date: 11/14/2023 Prepared by: Title: Planner – Procurement Services Name: Sue Zimmerman 10/21/2023 12:57 PM Submitted by: Title: Manager - Procurement – Procurement Services Name: Sandra Herrera 10/21/2023 12:57 PM Approved By: Review: Procurement Services Vanessa Miguel Level 1 Purchasing Gatekeeper Completed 10/23/2023 11:12 AM Procurement Services Sandra Herrera Director Review Completed 10/24/2023 3:26 PM County Attorney's Office Scott Teach Level 2 Attorney Review Completed 10/25/2023 4:13 PM Corporate Compliance and Continuous Improvement Megan Gaillard Additional Review Completed 10/25/2023 4:39 PM Corporate Business Operations Kenneth Kovensky Corporate Business Operations Review Completed 10/26/2023 1:21 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 10/26/2023 8:32 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 10/26/2023 1:07 PM Office of Management and Budget Blanca Aquino Luque Additional Reviewer Completed 10/26/2023 4:55 PM Grants Therese Stanley Additional Reviewer Completed 11/02/2023 9:31 AM County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 11/03/2023 10:26 AM Board of County Commissioners Geoffrey Willig Meeting Pending 11/14/2023 9:00 AM 16.E.3 Packet Pg. 1378 16.E.3.aPacket Pg. 1379Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.a Packet Pg. 1380 Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1381Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1382Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1383Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1384Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1385Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1386Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1387Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1388Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1389Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1390Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1391Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1392Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1393Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1394Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1395Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1396Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1397Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1398Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1399Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1400Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1401Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1402Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1403Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1404Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1405Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1406Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1407Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1408Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1409Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1410Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1411Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1412Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1413Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1414Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1415Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1416Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1417Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1418Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1419Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1420Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1421Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1422Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1423Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1424Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1425Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1426Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1427Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1428Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management 16.E.3.aPacket Pg. 1429Attachment: 21-024-NS AssumptionAgr_UnaCasePro_Vendor signed (27071 : Assumption Agreement No. 21-024-NS Case Management SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS AUTOSAUTOS NON-OWNEDHIRED AUTOS SCHEDULEDALL OWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD MTTU Hiscox Inc. d/b/a/ Hiscox Insurance Agency in CA 5 Concourse Parkway Suite 2150 Atlanta GA, 30328 (888) 202-3007 contact@hiscox.com Hiscox Insurance Company Inc 10200 UnaCasePro, LLC 1534 N. Moorpark Rd Ste 336 Thousand Oaks, CA 91360 Collier County Board of County Commissioners 3295 Tamiami Trail E. Naples, FL 34112 Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR, Collier County Government, OR, Collier County inclu ded as an additional insured under the captioned Commercial General Liability on a primary and non-contributory basis if and to the extent required by written con tract. For any and all work performed on behalf of Collier County. 06/16/202406/16/2023P100.333.385.4Y X A X X Each Claim: $ 1,000,000 Aggregate: $ 1,000,000 Professional LiabilityA 06/16/202406/16/2023P100.332.216.4Y 2,000,000 100,000 5,000 2,000,000 2,000,000 S/T Gen. Agg. 10/16/2023 16.E.3.b Packet Pg. 1430 Attachment: 21-024-NS COI_UnaCasePro (27071 : Assumption Agreement No. 21-024-NS Case Management Software System)