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Agenda 05/14/2024 Item #16E 2 (Assumption agreement with Catalis Public Works & Citizen Engagement, LLC, for Collier County Agreement #17-7127)05/14/2024 EXECUTIVE SUMMARY Recommendation to approve an Assumption Agreement assigning all rights, duties, benefits, and obligations to Catalis Public Works & Citizen Engagement, LLC, concerning Collier County Agreement No. 17-7127, “3-1-1/Customer Relationship Management (CRM) Initiative” and authorize the Chairman to sign the attached Assumption Agreement. OBJECTIVE: To assign all rights, duties, benefits, and obligations concerning Agreement No. 17-7127, “3-1- 1/Customer Relationship Management (CRM) Initiative,” to Catalis Public Works & Citizen Engagement, LLC (“Catalis”). CONSIDERATIONS: On November 14, 2017 (Agenda Item No. 16.E.1), the County awarded Agreement No. 17-7127, “3-1-1/Customer Relationship Management (CRM) Initiative,” (the “Agreement”), to QScend Technologies, Inc (“QScend Technologies”). On December 20, 2022, as part of a corporate reorganization, QScend Technologies merged into GovOffice LLC. and contemporaneously therewith GovOffice LLC amended its legal name to Catalis Public Works & Citizen Engagement, LLC (“Catalis”) as reflected in the Certificate of Amendment and Certificate of Merger attached as Exhibit B to the Assumption Agreement. Accordingly, Catalis wishes to formally assume all responsibilities, obligations, and duties under the Agreement. Catalis is registered to transact business in Florida and represents and warrants that it is now the successor in interest to the above Agreement entered into with the County. Staff obtained documentation of the merger from Catalis, along with other necessary business documents, which have been reviewed and accepted by the County Attorney’s Office. Staff recommends approval of the attached Assumption Agreement assigning all rights, duties, benefits, and obligations under the Agreement, including any amendments thereto, to Catalis Public Works & Citizen Engagement, LLC. FISCAL IMPACT: There is no fiscal impact. 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, benefits, and obligations to Catalis Public Works & Citizen Engagement, LLC concerning Collier COunty Agreement No. 17 - 7127, "3-1-1/Customer Relationship Management (CRM) Initiative" and authorize the Chairman to sign the attached Assumption Agreement. PREPARED BY: Sandra Srnka, Director, Procurement Services Division ATTACHMENT(S) 1. 17-7127 AssumptionVS_Catalis (PDF) 2. 17-7127 Insurance_Catalis (PDF) 16.E.2 Packet Pg. 1244 05/14/2024 COLLIER COUNTY Board of County Commissioners Item Number: 16.E.2 Doc ID: 28694 Item Summary: Recommendation to approve an Assumption Agreement assigning all rights, duties, benefits, and obligations to Catalis Public Works & Citizen Engagement, LLC, concerning Collier County Agreement No. 17 - 7127, “3-1-1/Customer Relationship Management (CRM) Initiative” and authorize the Chairman to sign the attached Assumption Agreement. Meeting Date: 05/14/2024 Prepared by: Title: – Procurement Services Name: Priscilla Doria 04/23/2024 11:31 AM Submitted by: Title: Manager - Procurement – Procurement Services Name: Sandra Srnka 04/23/2024 11:31 AM Approved By: Review: Procurement Services Francheska Correa Level 1 Purchasing Gatekeeper Completed 04/29/2024 10:52 AM County Attorney's Office Sandra Srnka Level 2 Attorney Review Skipped 04/25/2024 11:35 AM Procurement Services Sandra Srnka Director Review Completed 05/07/2024 12:49 PM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 05/07/2024 1:00 PM County Attorney's Office Scott Teach CAO Reviewer Completed 05/07/2024 1:30 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 05/07/2024 2:50 PM Corporate Business Operations Kenneth Kovensky Corporate Business Operations Review Completed 05/07/2024 4:31 PM Office of Management and Budget Blanca Aquino Luque OMB Reviewer Completed 05/07/2024 4:37 PM Corporate Compliance and Continuous Improvement Megan Gaillard Additional Review Completed 05/08/2024 8:11 AM County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 05/08/2024 9:34 AM Board of County Commissioners Geoffrey Willig Meeting Pending 05/14/2024 9:00 AM 16.E.2 Packet Pg. 1245 16.E.2.aPacket Pg. 1246Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1247Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1248Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1249Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1250Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1251Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1252Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1253Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1254Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1255Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1256Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1257Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1258Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1259Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1260Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1261Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1262Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1263Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1264Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1265Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1266Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1267Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1268Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1269Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1270Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1271Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1272Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1273Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1274Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1275Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1276Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1277Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1278Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1279Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1280Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1281Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1282Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1283Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1284Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1285Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1286Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1287Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1288Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1289Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1290Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 16.E.2.aPacket Pg. 1291Attachment: 17-7127 AssumptionVS_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works & 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 ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED 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 HIRED AUTOS ONLY 12/21/2023 Arthur J.Gallagher Risk Management Services,LLC Six Desta Drive,Suite 5900 Midland TX 79705 432-570-3456 432-570-3450 Hartford Fire Insurance Company 19682 CATALIS-01 Trumbull Insurance Company 27120CatalisPublicWorks&Citizen Engagement,LLC. 3025 Windward Plaza Ste 200 Alpharetta GA 30005 Hartford Casualty Insurance Company 29424 Associated Industries Insurance Co,Inc 23140 Hartford Accident and Indemnity Company 22357 1367307707 A X 1,000,000 X 300,000 10,000 1,000,000 2,000,000 X Y Y 20UUNEL6049 6/20/2023 6/20/2024 2,000,000 B 1,000,000 X X X Y Y 46UENEL7176 6/20/2023 6/20/2024 C X X 5,000,000Y46XHUEL65306/20/2023Y 6/20/2024 5,000,000 X 10,000 E X N Y 46WEAH8FBG 1/1/2024 1/1/2025 1,000,000 1,000,000 1,000,000 D Professional Liability Cyber Liability Y Y AES1234141-00 6/20/2023 6/20/2024 Professional Cyber $5,000,000 $5,000,000 Certificate Holder is an Additional Insured as respects to the General Liability,Automobile,Cyber/Professional policies,pursuant to the policy’s terms, definitions,conditions and exclusions,as per endorsement HG0001 edition (09 16),HA9916,edition (12-21),CYS 0122.. Waiver of Subrogation applies to certificate holder,as respects to the General Liability,Automobile,Cyber/Professional policies,pursuant to the policy’s terms, definitions,conditions and exclusions,as per endorsement HG0001 edition (09 16),HA9916,edition (12-21),CYS 0122. The insurance provided in the General Liability policy is primary and noncontributing as per endorsement HG0001 edition (09 16). Collier County,FL 3295 Tamiami Trail East Suite C-2 Naples FL 34112 16.E.2.b Packet Pg. 1292 Attachment: 17-7127 Insurance_Catalis (28694 : 17-7127 Assumption Agreement from Qscend Technologies Inc TO Catalis Public Works &