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HomeMy WebLinkAbout2025-214-E-Emergency Svc-Social Solutions Global-Amendment of Apricot SoftwareRevised 12/24 NORTH CAROLINA ORANGE COUNTY THIRD CONTRACT AMENDMENT THIS CONTRACT AMENDMENT (“Amendment”) is made and entered into this 1st day of May, 2025 by and between ORANGE COUNTY (hereinafter referred to as “County”) and Social Solutions Global, Inc. (hereinafter referred to as “Provider”). WITNESSETH: THAT WHEREAS, the County and Provider entered into a contract dated 28 March, 2022, an amendment to that contract dated September 20th, 2023 and a second amendment to that contract dated June 1st, 2024, (hereinafter the “Original Agreement” and “Second Amendment”), for the provision of services for Case Management software solution; and WHEREAS, the County and Provider desire to amend the Original Agreement and Subsequent Amendment while keeping in effect all terms and conditions of the Original Agreement not inconsistent with the terms and conditions set forth below. NOW THEREFORE, for and in consideration of the mutual covenants and agreements made herein, the parties agree to amend the Original Agreement as follows: 1.In order to ensure the completion of the Services identified in the term of the Original Agreement is amended to reflect an end date by which all Services shall be completed of September 30, 2025. 2.Exhibit A – Order Form to the Original Agreement is amended by adding the following tasks and services to the Services to be provided by the Consultant: Addition of one full year of Apricot Gold Support and a full year of 24 Impact Management Enterprise Licenses (see Attachment A) 3.Article A, Section 5 is amended to reflect a maximum payable not-to-exceed amount of $90,205.43 over 3 years ($68,086.00 original contract FY23 + $1,300.00 (five additional pro-rated licenses for four months of FY23) + $4,173.00 FY24 (five additional licenses at 7% increase) + $4,465.11 (five additional licenses at 7% increase) + FY24 $2,750.00(12 additional Support Hours) and $842.23 (three additional prorated licenses for the Post Overdose Response Team) $2704.12 FY25(three additional licenses for the Post Overdose Response Team at 7% increase) + $5,885.00(Gold Support Plus to maintain 24 annual Support Hours). 4.Except for the changes made herein, the Original Agreement shall remain in full force and effect to the extent it is not inconsistent with this Amendment. In the event there is a conflict between the terms of the Original Agreement or the First Amendment and the terms of this Amendment, this Amendment shall control. IN TESTIMONY WHEREOF, this Amendment has been executed by the parties hereto, as of the date first above written. ORANGE COUNTY PROVIDER Travis Myren County Manager Ben Cohen GM Case Management 5 Docusign Envelope ID: 758689A1-9927-47CF-9A03-20C0CC9C3A5B Revised 12/24 ORANGE COUNTY—INTERNAL USE ONLY Finance Information Vendor Name: Social Solutions Global, Inc Vendor Contact Person: Scott Collins Phone: 858-322-0021 Address: Dept 3935 PO Box 123935 City Dallas State: TX Zip: 75312 Department: IT/Aging/Emergency Services Amount: $90,205.43 over 3 years ($30,200.12 this amendment) Purpose: Amendment of Apricot Software Budget Code(s): 10315020-625010($27,496.00) and 27757520- 625010 ($2,704.12) Vendor # 67512 Vendor Status with NCSOS: Current - Active Vendor is a BOCC consultant: Yes __No X Contract Details Contract Type: New Amendment (Original Contract: 28 March 2022) (Most Recent Amendment (1 June, 2024) Effective Date 1 May, 2025 End Date 30 September 2025 Notice Date (30 August 2024 (Notice Purpose Contract Renewal Notice) Award Approved by Board (Agenda Date: ); Made or Administered by Signature Authority - BOCC Express Delegation (Agenda Date: ) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: ) Bidding Department Affirmation This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this project has not been initiated prior to execution of the agreement. X Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: The original contact was signed in 2022 and work has been on going through two renewals.   We are working to renew     and amend the services  agreement due the addition of 3 Post Overdose Response Team Licenses and the addition of Gold Support for the Department On Aging.  Department Director’s Signature _____________________ Date Information Technologies This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer Date: Inapplicable because no hardware/software purchases or related services Risk Management This agreement is approved for sufficiency of insurance standards, specifications, and requirements: Office of the Risk Management Officer Date: Financial Services This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Office of the Chief Financial Officer Date: Legal Services This agreement is approved as to legal form and sufficiency: Office of the County Attorney Date: Informal Bidding ($30k-$90k); FormalRFP ($90k+); Other (<$30k);) 6 X 5/6/25 Docusign Envelope ID: 758689A1-9927-47CF-9A03-20C0CC9C3A5B 5/20/2025 5/21/2025 5/21/2025 5/22/2025 5/23/2025 Revised 12/24     Clerk to the Board All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov The following signature block is for hard copies only and is not required for Docusign contracts: Received for record retention: Office of the Clerk to the Board Date: 7 Docusign Envelope ID: 758689A1-9927-47CF-9A03-20C0CC9C3A5B Revised 12/24     8 Docusign Envelope ID: 758689A1-9927-47CF-9A03-20C0CC9C3A5B Bonterra Order Q-106060 BONTERRA ORDER FORM Orange County Emergency Services (NC) Bonterra Tech LLC 510 Meadowlands Dr 10801-2 N Mopac Expressway, Ste. 300 Hillsborough, North Carolina, 27278 Austin, Texas 78759 This Order Form (“Order”) is entered into and effective as of the last signature date (“Order Effective Date”) by and between the Customer named above and Bonterra Tech LLC. The Parties hereby agree as follows: TERMS & CONDITIONS A. AGREEMENT This Order is subject to the Bonterra Tech Online Master Subscription and Services Agreement (“Agreement”) found at https://www.bonterratech.com/legal, unless there is a version of the Agreement attached hereto, in which case such version shall control and govern. Capitalized terms not otherwise defined in this Order have the meaning ascribed to them in the Agreement. B. SERVICE DESCRIPTIONS The description(s) for the Services ordered in the Fee Tables below can be found at the following links: https://www.bonterratech.com/legal/product-terms-conditions If Services have been ordered, then the Services Statement of Work (SOW) is incorporated into this Order. C. INVOICING Fees listed under “SUBSCRIPTIONS & RECURRING SERVICES” are invoiced upon the execution of this Order, then on a(n) Annual basis thereafter. Fees Listed under “PROFESSIONAL SERVICES FEES” are invoiced either monthly based on time and material spent on such services (“T&M”), or one- half (50%) of the fees upon the execution of this Order and the other half upon Go-Live or ten (10) business days after the completion of such services, whichever occurs first (“50-50”). Invoices shall be paid pursuant to the terms of the Agreement. D. SPECIAL TERMS AND CONDITIONS: Fee Schedule Customer will pay the following amounts for the Services in accordance with the terms of the Agreement: Year 1 Subscriptions & Recurring Services: Product Product Description Start Date End Date Quantity Unit Price Net Total Impact Management Enterprise 10/1/2024 9/30/2025 24.00 $1,013.13 $24,315.12 Apricot Gold Support Fixed Price reactive consultation provided by Advanced Support Consultant resour 10/1/2024 9/30/2025 1.00 $5,885.00 $5,885.00 Year 1 Cost $30,200.12 Professional Service Fees: Product Product Description Start Date End Date Billing Frequency Quantity Unit Price Net Total Services Cost $0.00 Total Contract Value* $30,200.12 Docusign Envelope ID: 758689A1-9927-47CF-9A03-20C0CC9C3A5B Bonterra Order Q-106060 *The fees stated herein do not include applicable taxes; any applicable taxes will be applied at the time of invoicing. This Order and terms herein are agreed to and accepted upon signature of Customer, or upon Customer’s remittance to Bonterra of a purchase order with the Quote/Order Number written above. \s1\ \s2\ Orange County Emergency Services (NC) Bonterra Tech LLC Name \n1\ Name \n2\ Title \t1\ Title \t2\ Date \d1\ Date \d2\ Docusign Envelope ID: 758689A1-9927-47CF-9A03-20C0CC9C3A5B Ben Cohen 5/20/2025 CROCounty Manager 5/23/2025 Travis Myren INSR ADDL SUBR LTR INSR WVD DATE (MM/DD/YYYY) PRODUCER CONTACT NAME: FAXPHONE (A/C, No):(A/C, No, Ext): E-MAIL ADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) COMMERCIAL GENERAL LIABILITY AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE INSURER(S) AFFORDING COVERAGE NAIC # Y / N N / A (Mandatory in NH) ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? EACH OCCURRENCE $ DAMAGE TO RENTED $PREMISES (Ea occurrence)CLAIMS-MADE OCCUR MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ $ PRO- OTHER: LOCJECT COMBINED SINGLE LIMIT $(Ea accident) BODILY INJURY (Per person)$ANY AUTO OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS AUTOS ONLY HIRED PROPERTY DAMAGE $AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE $ CLAIMS-MADE AGGREGATE $ DED RETENTION $$ PER OTH- STATUTE ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMIT $DESCRIPTION OF OPERATIONS below POLICY NON-OWNED SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 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. 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. 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 any rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORDACORD 25 (2016/03) ACORDTM CERTIFICATE OF LIABILITY INSURANCE American Guarantee and Liability Ins Co American Zurich Insurance Company Continental Casualty Company Zurich American Insurance Co. 5/12/2025 AssuredPartners of MO LLC 12645 Olive Blvd, Suite 300 St Louis, MO 63141 314 523-8800 Justine Davis 314 523-8800 314 453-7555 justine.davis@assuredpartners.com Bonterra LLC 10801 -2 N. MoPac Expy. Bldg. 400 Austin, TX 78759-0000 26247 40142 20443 16535 A X X CPO075312902 08/17/2024 08/17/2025 1,000,000 1,000,000 10,000 1,000,000 2,000,000 2,000,000 D X X BAP072241202 08/17/2024 08/17/2025 1,000,000 A X X X 0 AUC075313002 08/17/2024 08/17/2025 15,000,000 B N WC072241303 08/17/2024 08/17/2025 X 1,000,000 1,000,000 1,000,000 C Cyber Liabil Tech E&O 596792486 08/17/2024 08/17/2025 Each Claim: $10,000,000 Agg Limit: $10,000,000 Retention: $350,000 Orange County Emergency Services (NC) is included as additional insured where required by written contract. Orange County Emergency Services (NC) 300 West Tryon Street P.O. Box 8181 Hillsborough, NC 27278 1 of 1 #S1156103/M915775 BONTELLCClient#: 16867 JUDAV Docusign Envelope ID: 758689A1-9927-47CF-9A03-20C0CC9C3A5B