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HomeMy WebLinkAbout2025-660-E-Tax Dept-Catalis Tax & CAMA-LR-CAMA PIMS and AssessPro5 AP5 software annual license, maintenance, and supportRevised 01/24 NORTH CAROLINA CONTRACT AMENDMENT ORANGE COUNTY THIS CONTRACT AMENDMENT (“Amendment”) is made and entered into this 1st day of October 2025 by and between ORANGE COUNTY (hereinafter referred to as “County”) and Catalis Tax & CAMA, Inc. having offices at 3025 Windward Plaza, Suite 200, Alpharetta, GA 30005 (hereinafter referred to as “Provider”). WITNESSETH: THAT WHEREAS, the County and Provider entered into a contract dated November 2, 2023, (hereinafter the “Original Agreement”), for the provision of services for LR-CAMA PIMS and AssessPro5 “AP5” software annual license, maintenance, and support; and WHEREAS, the County and Provider desire to amend the Original Agreement 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 October 31, 2026. 2. Article 5, Section a is amended to reflect a maximum payable not-to-exceed amount of Fifty Thousand, Six Hundred Eighteen Dollars and Eighteen Cents ($50,618.18). 3. 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 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 Steven Ashbacher County Manager Executive Vice President Docusign Envelope ID: A2455941-95F3-4293-9296-9771EB64C354 Revised 01/24 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Catalis Tax & CAMA, LLC Vendor Contact Person: Ann Mangano Phone: (781) 476-2009 Address: 3025 Windward Plz., Ste. 200 City Alpharetta State: GA Zip: 30005 Department: Tax Administration Amount: $50,618.18 Purpose: LR-CAMA PIMS and AssessPro5 “AP5” software annual license, maintenance, and support Budget Code(s): 10315020 625010 Vendor # 58779 Vendor Status with NCSOS: N/A Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: 11/2/2023) (Most Recent Amendment 10/8/2024) Effective Date 11/01/2025 End Date 10/31/2026 Notice Date N/A (Notice Purpose N/A) 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 Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) 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. This agreement is approved as to technical form and content. Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: 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: ________ 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:_________ Docusign Envelope ID: A2455941-95F3-4293-9296-9771EB64C354 10/6/2025 10/9/2025 10/10/2025 10/10/2025 11/4/2025 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 5/22/2025 Arthur J.Gallagher Risk Management Services,LLC Six Desta Drive,Suite 5900 Midland TX 79705 432-570-3456 432-570-3450 Charter Oak Fire Insurance Company 25615 CATALIS-01 Travelers Property Casualty Co of America 25674CatalisTax&CAMA,Inc. 3025 Windward Plaza Ste 200 Alpharetta GA 30005 Phoenix Insurance Company 25623 Travelers Indemnity Company 25658 Associated Industries Insurance Company,Inc.23140 1735841351 C X 1,000,000 X 300,000 10,000 1,000,000 2,000,000 X Y Y H-630-2Y488107-PHX-25 5/20/2025 5/20/2026 2,000,000 A 1,000,000 X X X Y Y BA-2Y489952-25-I3-G 5/20/2025 5/20/2026 B X X 10,000,000YCUP-3Y654799-25-I3 5/20/2025Y 5/20/2026 10,000,000 X 10,000 D X N Y UB-2Y488979-25-I3-G 5/20/2025 5/20/2026 1,000,000 1,000,000 1,000,000 E Professional Liability Cyber Liability Y Y AES1234141-02 5/20/2025 5/20/2026 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 CG D4 17 edition (02 19),CA T3 53 edition (02 15),and CYS 0122. Waiver of Subrogation applies to certificate holder,as respects to the General Liability,Automobile,Cyber/Professional policies and Workers Compensation pursuant to the policy’s terms,definitions,conditions and exclusions,as per endorsement CG D4 17 edition (02 19),CA T3 53,edition (02 15),CYS 0122, WC00031300. The insurance provided in the General Liability,Automobile and Cyber policies are primary and noncontributing as per endorsement CG T1 00 edition (02 19), See Attached... Orange County NC 228 S.Churton Street Hillsborough NC 27278 USA Docusign Envelope ID: A2455941-95F3-4293-9296-9771EB64C354 ACORD 101 (2008/01) The ACORD name and logo are registered marks of ACORD © 2008 ACORD CORPORATION. All rights reserved. THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:FORM TITLE: ADDITIONAL REMARKS ADDITIONAL REMARKS SCHEDULE Page of AGENCY CUSTOMER ID: LOC #: AGENCY CARRIER NAIC CODE POLICY NUMBER NAMED INSURED EFFECTIVE DATE: CATALIS-01 1 1 Arthur J.Gallagher Risk Management Services,LLC Catalis Tax &CAMA,Inc. 3025 Windward Plaza Ste 200 Alpharetta GA 30005 25 CERTIFICATE OF LIABILITY INSURANCE CA T4 74 edition (02-16)and CY330018 0522. The Workers’Compensation,General Liability and Business Automobile policies include an endorsement providing that 30 days notice of cancellation or coverage change will be furnished to the certificate holder. Docusign Envelope ID: A2455941-95F3-4293-9296-9771EB64C354