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8713 - Contract Executed Docusign City Council Transmittal Coversheet File Name Purchasing Contact City Council Target Date Piggy Back Option Contract Expiration Ordinance Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 8713 Grant Management Software Yes Christina Dormady RFP FEBRUARY 18, 2030 FEBRUARY 18, 2025 25-295 RENEWAL AMENDMENT TO CONTRACT BETWEEN CITY OF DENTON, TEXAS AND BENEVATE, LLC (Contract #8713) This Renewal Amendment to Contract (Contract 8713) (this Amendment) is entered into between the City of Denton, Texas (City) and BENEVATE, LLC (Supplier). Background The City and Supplier have previously entered into Contract (8439), as amended (the Agreement). Initially capitalized terms used but not otherwise defined in this Amendment will have the meanings set forth in the Agreement. The parties desire to amend the Agreement as follows: 1 Effective Date The terms of this Amendment are effective as of the latest date in the signature block. Except as amended herein, the parties remain subject to the terms and conditions in the Agreement. remain Pursuant to the Amendment, the Agreement will be renumbered from Contract 8439 to Contract 8713. 2 Contract Term Section 6.a. of the terms and conditions will be deleted and replaced in its entirety with the following: The contract term will be one (1) year, effective from date of award. The City and the Supplier shall have the option to renew this contract for an additional four (4) one-year periods. The Amendment shall commence upon the issuance of a Notice of Award by the City of Denton and shall automatically renew each year, from the date of award by City Council. The Supplier’s request to not renew the contract must be submitted in writing to the Purchasing Manager at least 60 days prior to the contract renewal date for each year. At the sole option of the City of Denton, the Contract may be further extended as needed, not to exceed a total of six (6) months. 3 Fee Schedule Amendment Includes: Exhibit A – Pricing Sheet Exhibit B – Vendor Proposal This amendment shall supersede the quote from the 8439 and Attachment A from amendment 1. 4 Total Contract Amount The contract total for the continued services shall not exceed $405,510.00. 5 Updated contract number This Amendment constitutes a new agreement beginning on the Effective Date between the parties incorporating, except as amended herein, all the terms and conditions in the Agreement for all intents and purposes. Such Agreement will have contract number 8713. Confirmation of Agreement This Amendment (together with all exhibits attached hereto) constitutes the entire agreement between the parties regarding the matters of this Amendment and supersedes all prior and Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 contemporaneous agreements and understandings regarding the matters of this Amendment. In the event of a conflict between this Amendment and the Agreement as it relates to the matters of this Amendment, the terms of this Amendment will control. Otherwise, all terms and conditions of the Agreement will remain in full force and effect and likewise apply to this Amendment. Authorized Signatures: “CITY” CITY OF DENTON, TEXAS “SUPPLIER” BENEVATE LLC By: By: Name: Name: Title: Title: Date: Date: THIS AGREEMENT HAS BEEN BOTH REVIEWED AND APPROVED as to financial and operational obligations and business terms. __________________________________ SIGNATURE PRINTED NAME __________________________________ TITLE __________________________________ DEPARTMENT ATTEST: LAUREN THODEN, CITY SECRETARY BY: _______________________________ APPROVED AS TO LEGAL FORM: MACK REINWAND, CITY ATTORNEY BY: _______________________________ Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 President Jason Rusnak 1/31/2025 Finance Jessica J Williams Chief Financial Officer 2/19/2025 Sara Hensley City Manager Line Item Unit Price Quantity Description Software Licensing and Subscription Fees Initial License Cost included Yes, this is included in the annual subscription costs. Neighborly's pricing is a simple structure, we have one-time implementation fees per program which cover program implementation, hosting of the platform, user training, technical support and their dedication Customer Success Manager (CSM). Your on-going cost is your annual subscription fee (admin licenses). *Neighborly Software has some common term references when implementing the software for its 'Neighbors' (clients). One that has folks scratching their heads at time of purchase is “What does Neighborly Software consider to be a program?” Definition of a Program - Describes an eligible activity and its associated workflow in the system. (Examples of “Programs” include down payment assistance, owner-occupied rehab, public service grants, property demolition, etc.) Programs are commonly referred to as “activities” and are available for viewing on the 'Neighbors' Dashboard. Each program/activity within Neighborly Software has the capability of having it’s own unique public facing or internal facing application experience. Included in each program/activity is the ability to set certain eligibility requirements, questions, income documentation, document requests/generation, statuses, budget categories, accomplishments, administrative checklists, pre-configured reports, mapping, etc. 8713 Grant Management Software Pricing Sheet Exhibit A Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 Annual Subscription & License Fees $2,700.00 20 The license is an annual subscription for our solution and includes complete access to the platform, necessary for anyone who is actively managing cases, and tasks and working directly with applicants or managing the staff that is working on applicant files. Please note that subscription fees for administrative licenses are only charged for actual number of licenses needed at $2,700 per license, per year. There is no effect to the portal for the HCD team and they are on legacy pricing aka as grandfather pricing and will continue to receive the 10% discount. (*Please note, that if anyone currently has a paid license with Neighborly and is in this user count, we would subtract them from the cost Additional Module Costs included We do not charge per module, everything is included in the software and covered by the annual subscription fee. There is no cost to utilize different modules. For example, if you don't need the loans module today to manager deferred, forgiveable, amortized loans, we can turn that module off. If you decided you needed it a year from now, there is no cost to turn that module on. Implementation and Configuration Project Management for Implementation included Configuration and Customization Fees $2,000.00 10 Our software is a configurable out-of-the-box solution, meaning that we don’t have to do any custom coding because it's fully configurable to meet the needs of most grant programs. Our pricing is inclusive of configuration, training, and continued support through the City's assigned CSM. Data Migration Assistance $5,000.00 x We will need to scope the necessary data migration requirements, but our pricing is per data set. ($5,000 per data set over 100 cases. If data migration is not needed this cost will be $0.00) Pilot Testing and Troubleshooting included Training and Support Initial Training Sessions included User Documentation and Training Materials included Ongoing Support and Maintenance (Annual Cost)included Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 Technical Support (Email, Phone, Chat)included Integration and Compatibility Integration with City Systems (ERP)n/a Neighborly Software’s modern technology stack, featuring an API framework, allows seamless integration with third-party systems to accept and transmit data. For successful integration, third-party systems must support API interaction. During implementation, Neighborly Software's API/Data team thoroughly documents the integration requirements, evaluates the feasibility of third-party systems, and provides a detailed estimate of the timeline and associated costs. For some integrations, we may mutually decide that the integration benefits do not justify the time and expense API Support Costs $200 per hour Neighborly Software’s modern technology stack, featuring an API framework, allows seamless integration with third-party systems to accept and transmit data. For successful integration, third-party systems must support API interaction. During implementation, our API/Data team thoroughly documents the integration requirements, evaluates the feasibility of third-party systems, and provides a detailed estimate of the timeline and associated costs. For some integrations, we may mutually decide that the integration benefits do not justify the time and expense. Ongoing Compatibility Updates or Adjustments included Compliance and Security Features Security Protocols (Data Encryption, Access Controls)included Compliance Features (HIPAA, GDPR)n/a HIPPA is not a service, it's a medical compliance regulation. HIPPA wouldn't apply to grants management. Neighborly Software is not HIPPA compliant as we don't take in HIPPA information for medical records. GDPR is N/A to Neighborly as we offer SOC Type 1 and Type 2 Compliance with 3rd party audits to our security and protection and we do not have any Neighbors (clients in Europe) that require GDPR. If further clarification is needed, we are happy to provide our Security SOC reports and meet with our IT team. Additional Features Mobile Access Module included Document Management included Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 Budget Tracking and Financial Disbursement Management included Customization Options included Neighborly Software is a highly configurable SaaS solution. We can configure the solution unique to the City of Denton's needs. Configuration is included in the implementation costs. Post-Implementation Review and Adjustments Adjustments after Initial Deployment included We do not charge for this. Neighborly Software is a committed partner and therefore any changes needed after initial deployment are made through Denton's dedicated CSM (Customer Success Manager). 30-Day, 60-Day, and 90-Day Review Sessions with Adjustment included This is part of the implementation process and included in the one-time implementation fee. We get you up and running within 12 weeks and through that process is a review and test process. We ask the City of Denton to test the system, provide thougtful feedback. We then re-configure the system and ask to test again. If any changes need to be made in the future, we update those at no additional charge. One-Time Implementation Total (City of Denton, Finance Department; Portal ID 774)20,000.00$ 10 $2,000 per program Annual Subscription & License Fees Total (City of Denton Finance Department; Portal ID 774)54,000.00$ 20 $2,700 per license Year One Total (City of Denton Finance Department; Portal ID 774)$74,000.00 Legacy Client: *Annual Subscription & Licenses Fees, City of Denton Community Services; Portal ID 183 15,552.00$ 8 8 licenses x $180.00 per license x 12 months= $17,280.00 10% Early Adopter Discount: $1,728.00 Total Amount: $15,552.00 Total License Count: 8 *10% Early Adopter Discount Applied Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 3423 Piedmont Rd. NE, Atlanta, GA 30305| https://neighborlysoftware.com | 855-625-9738 City of Denton, TX | Grants Department RFP #8713 Grant Management Software December 11, 2024 | Presented by Neighborly Software Exhibit B Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 3423 Piedmont Rd. NE, Atlanta, GA 30305| https://neighborlysoftware.com | 855-625-9738 RFP #8713 Grant Management Software | Neighborly Software | pg. 2 1. Cover Letter December 11, 2024 City of Denton, TX | Grants Department 401 N. Elm St. Denton, TX 76201 Dear Christina Dormandy, On behalf of Benevate LLC, I am pleased to submit our response to your Request for Proposal (RFP) #8713 for Grant Management Software. We understand that the City of Denton, TX (“the City”) is seeking to procure a comprehensive Grant Management Software to streamline management, tracking, and reporting for the entire grant lifecycle. After noticing an urgent need for software that would empower the public sector to make the most impact with their program dollars, we set out to build it. Neighborly Software has cultivated strong relationships with cities and counties of all sizes across the country since our founding in 2016, and we drew on that experience to create a market-leading platform for grants management and loans. While generic business solutions can be adapted or repurposed to flt grant management needs, Neighborly Software has been purpose-built for state, city, and county offlcials to manage their Treasury and general funded programs. With a mission to enhance the impact of public sector programs, Neighborly Software simplifles the enrollment, administration, and reporting processes for public sector grant programs. The City’s Grant Department currently uses our platform to administer and report on the Small Business Utility Grant, so we’re already prepared to meet your particular needs. This means your programs can be implemented at an unprecedented timeframe of weeks instead of months, giving you a “running start” that reduces the overall time and scope risk of the project, all at an accessible cost. Our commitment to this segment of the industry has allowed us to build deep functionalities into our platform that not only meet virtually every “must have” highlighted in this RFP, but also exceed speciflcations with a more robust range of system functionalities than any other solution on the market, including: • Grant Management – turn-key solution to accept, review, and score grant applications, process inspection requests, submit custom reports, and track funding and program income (all of which can be plotted on a regional map). • Reporting – create custom and ad hoc reports from any field in the system through three key features: out-of-the-box reports, report builder, and Neighborlytics, our Data-as-a-Service offering that integrates with Power BI. • Program Monitoring – our comprehensive dashboards allow users to see the impact various grants are having across your constituents, in addition to providing multiple tools to identify and mitigate fraud. • Unique External-User Portal – applications can be submitted through our convenient, intuitive online portal, which also allows for documents to be uploaded. Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 3423 Piedmont Rd. NE, Atlanta, GA 30305| https://neighborlysoftware.com | 855-625-9738 RFP #8713 Grant Management Software | Neighborly Software | pg. 3 Key Personnel & Project Team Our team is comprised of highly dedicated professionals with years of experience in their respective flelds. We pride ourselves on our understanding of the needs of our customers and commitment to delivering exceptional software solutions to our clients. Our team members possess a deep understanding of the industry and are continually expanding their knowledge to stay at the forefront of the latest technologies and trends. With hundreds of public-sector implementations, we have a proven track record of success, and our team is well-equipped to meet the needs of our customers. The project team has over 80 years of experience implementing and/or administering grant programs like those the City wishes to implement with this RFP. Our industry knowledge expedites the implementation and support processes and provides you with best practices to drive operational efflciencies, improve program compliance and maximize community investment outcomes. For you, this means no time wasted explaining the challenges and nuances of these programs. The City will primarily be working with Jason Rusnak (President), Jigesh Parikh (CTO), Qiana Daughtry (Sr. Director of Client Success), and Dorian Henley (Database Manager). A Client Success Manager will be assigned to handle all the initial client support, onboarding, and training, as well as a Client Support Specialist to assist with technical issues. Since everyone is on the same team, there is an unbroken chain of internal communication regarding the City’s experience with Neighborly Software. More than 30% of HUD jurisdictions in the U.S. rely on Neighborly Software to manage at least one if not many of their grant programs. Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 3423 Piedmont Rd. NE, Atlanta, GA 30305| https://neighborlysoftware.com | 855-625-9738 RFP #8713 Grant Management Software | Neighborly Software | pg. 4 We’ve built a solution that doesn’t just meet your requirements but is also fiexible and conflgurable to speciflc client needs. Highlighted below are the differences between Neighborly Software and other generic software providers that will be interested in working with the City. 1. Public programs are highly susceptible to the fraudulent behavior of bad actors; the Neighborly Software Fraud Prevention Dashboard provides a comprehensive solution to mitigate fraudulent activities within applications. With an intuitive interface presenting vital metrics such as application flll-out time, the platform can quickly detect anomalies indicative of fraudulent behavior. Additionally, it fiags duplicate email addresses and phone numbers, minimizing the risk of identity manipulation. Leveraging advanced algorithms, the dashboard also scrutinizes submitted photos for alterations. 2. Grant management is a core feature of Neighborly Software and ‘helping communities help people’ is our mission. As such, you’d be getting a committed partner that is focused on making this solution, and your program a success. 3. Neighborly Software is a Microsoft partner and leverages the Microsoft Azure FedRAMP Cloud for secure encryption, hosting, redundancy, and disaster recovery. Unlike many other software providers, we actively and continually invest in our IT solution to ensure that it meets the changing needs of HUD and other programs. We acknowledge that all addenda to this Request for Proposal have been reviewed and sincerely hope to expand our current partnership with the City. Please reach out to Elizabeth Geddy via email (elizabeth.geddy@neighborlysoftware.com) or phone (404-218-0145) with any questions or comments regarding the RFP. Neighborly yours, J. Jason Rusnak | President, Benevate LLC | jason.rusnak@neighborlysoftware.com Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 5 Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 6 2. Method and Approach (Two Pages Maximum) Since the City currently uses Neighborly Software to administer and report on the Small Business Utility Grant, your programs can be conflgured within the existing portal, reducing the implementation time and overall workload. Alternatively, if so desired, we can set up a separate portal to manage this program. Throughout this process, we will leverage project management and best practices, including: • Weekly status reports • Project workplan vs actuals • Project Risks/Issues log • Task reports • Monthly Steering Committee meetings Any deviations from the agreed plan will be discussed during the weekly status meetings and escalated to the Steering Committee as appropriate. We recommend that the Steering Committee meet monthly to review project progress, resolve any open issues/risks and approve any change orders. Neighborly Software staff will complete all conflguration within the system. It is important to note that until your advanced system administrator(s) is fully trained and comfortable with the conflguration tools, our staff will continue to support and handle any day-to-day conflguration updates as needed. Our implementation approach is iterative in nature and results in a usable, testable minimum viable product within four weeks of the kickoff meeting. Below is a table that outlines the main events and activities that take place during an implementation: EVENT KEY ACTIVITIES Kickoff Meeting • Demonstration of the software to all key stakeholders. • Project objectives and software requirements are reviewed. • Implementation timeline is reviewed and required roles are identified. • Detailed project work plan is reviewed. • Implementation Guide is reviewed. The guide identifies required information to configure the software for each program. Configuration Workshops (#1-#4) • Review completed Implementation Guide for each program. • Review all data import/export sources, if applicable • Review, discuss and recommend client best practices to incorporate. • Project requirements for each phase of each program are finalized below Configuration Meeting #1: Applicant Functionality • First pass configuration is demonstrated for applicant functionality. • User credentials are created for testing. • User testing begins and detailed feedback is captured and incorporated into next review. Configuration Meeting #2: Administration Functionality • First pass configuration is demonstrated for administrator functionality. • User testing begins for administration functionality. • Detailed feedback is captured and incorporated into the next review. Configuration Meeting #3: Subrecipient • First pass configuration is demonstrated for subrecipient, contractor/inspector functionality. Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 7 Following each Conflguration Meeting, we provide tasks to administrators so they can test and provide feedback on new functionality that is introduced during the Review. For example, following Conflguration Review #1, we ask administrators to complete at least two applications in the software and allocate a budget to each case. Following Conflguration Review #2, administrators will perform role-based functions in the software, including creating subrecipient agreements, processing draw requests, setting up subrecipient reports, completing monitoring checklists, completing property inspections, setting up loans, etc. By the time we conduct the full day training at the end of implementation, administrators are very comfortable with the system and eager to “Go-Live.” Neighborly Software is proposing that the City’s programs be implemented between 8-10 weeks. The proposed schedule can be adjusted based on your speciflc needs: Contractor/ Developer Functionality • User testing begins for subrecipient, contractor/inspector functionality. • Detailed feedback is captured and incorporated into the next review. • Data is uploaded into the system, as applicable Configuration Meeting #4: Reporting/Loans/ Payments • First pass configuration is demonstrated for reporting loans and payment functionality • User testing begins for reporting, loans, and payment functionality. • Detailed feedback is captured and incorporated into the next review. • Data is uploaded into the system, as applicable Administrator User Training • Initial configuration is complete. • Virtual training (4 hours) is conducted for all users for in-scope programs. • Following the training, the testing environment is promoted to production environment, all test cases deleted, and domain restrictions removed. 3rd Party Training • Conduct one virtual training session for all subrecipients/contractors for each program Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 8 Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 9 3. Experience and Examples of Comparable Projects Beaumont, TX – The Planning & Community Development Department is responsible for all planning, development, and permitting activities in the City of Beaumont. This includes zoning, building inspection, demolitions, housing, code compliance and block grant administration. In partnering with Neighborly Software, the City is leveraging its workfiow to ensure that all compliance steps and approvals are completed, while simultaneously reducing administrative costs by automating routine task and reporting requirements for the following programs: CDBG Grants, Down Payment Assistance, and Owner-Occupied Minor Repair. Contact: Jes Prince | (409) 980-7270 | jes.prince@beaumonttexas.gov Dallas, TX – The City of Dallas, TX seeks to continue to reduce disparities that disproportionately impact historically disadvantaged communities by providing quality affordable mixed-income housing initiatives. Neighborly Software was purchased to provide a platform to assist in the application acceptance, review, award and funding, loan tracking and servicing, compliance, monitoring, and reporting of the following seven funding programs: Asset Management, Home Repair, Homebuyer Assistance (DHAP), Land Bank/Land Transfer, Mixed-Income Housing Development Bonus, New Development, One Dallas, and Single- Family Income Veriflcation. Contact: Darwin Wade | (469) 404-6891 | darwin.wade@dallas.gov Waco, TX – The City of Waco, TX Housing and Community Development Department (HCD) works to create opportunities for all Waco residents to access decent, safe housing that they can afford in communities where they can thrive. Neighborly Software has conflgured the following programs for the City: Down Payment Assistance, Owner-Occupied Home Rehabilitation, Lead Remediation, Rental Assistance Program, Small Business Recovery, Subrecipient Grant Management, and Small Business Support. Contact: Jennifer Mercer | (254) 750-5670 | jenniferm@wacotx.gov State of Texas – Neighborly Software played a pivotal role in supporting the Texas Department of Housing and Community Affairs (TDHCA) in the successful implementation of the Texas Rent Relief Program (TRR) and the Texas Eviction Diversion Program (TDEP). Leveraging Neighborly’s platform, Texas was able to streamline the distribution of over $2.2 billion in rental and utility assistance to more than 323,000 households affected by the COVID-19 pandemic. By automating application intake, eligibility determination, and payment distribution, the software ensured a smooth and efflcient process that covered 98% of Texas counties, reaching some of the most vulnerable populations in the state. The platform also enabled real-time data tracking and reporting, empowering TDHCA to maintain transparency and compliance with federal Emergency Rental Assistance Program (ERAP) requirements. Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 10 Product Offering Breakdown Neighborly Software is a SaaS platform hosted in the Microsoft Azure cloud, with data stored in FedRAMP-certifled data centers located in the United States. It serves as a centralized platform for the management and delivery of publicly funded programs. It provides a secure and scalable environment where City can efflciently manage your programs, including applications, participant data, eligibility determination, reporting, and more. With features tailored to the speciflc needs of your department, this system acts as the backbone for effective program administration and service delivery. This platform is designed for all of the stakeholders that are involved with your programs; whether it be applicants, administrators, inspectors, auditors, or any of the other members of the ecosystem, they’ll have their unique portals and views into the centralized system. Below is an outline of the key components of our proposed solution: Grant Management • Accept, review, and score grant applications (CDBG, CSBG, ESG, HOPWA, etc.) • Allocate and track sub-recipient grant funding • Submit invoices, accomplishment reports, and Section 3 reports • Track and report on program income and other accomplishments • Accessible via any internet-enabled device, such as mobile phones and tablets Budget Management • Review and allocate budgets on a case-by-case basis • Track beneflciary, sub-recipient, and contractor data • Upload and store documents, render agreements Our portal is WCAG 2.1 AA compliant and can be accessed from any internet-enabled device Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 11 • Generate stakeholder notiflcations and actions required emails • Manage funds from multiple sources efflciently to ensure compliance • Document and store all “case” interactions Reporting and Analytics • View real-time analytics and produce out-of-the-box reports • Create & save ad-hoc reports based on unique queries • Display grant management activities on a map • Extract your data via a direct connection to Snowfiake data warehouse Data Security & Compliance • Hosted in the cloud by Microsoft Azure – no IT infrastructure required • All data stored in US FedRAMP certifled Microsoft datacenters • Geo-replication across multiple U.S. data centers for business continuity • Supported on all modern web browsers (i.e. Chrome, Firefox, Edge, Safari) • VPAT compliant and SOC 2 Type 2 certifled Neighborly Software will ensure that the City’s processes are executed consistently, accurately, and efflciently by providing an efflcient platform for managing all aspects of the grant lifecycle, from application to reporting. Our solution is designed to help administrators streamline their workfiows, improve efflciency, and reduce the risk of errors. By automating repetitive tasks, we aim to provide administrators with the tools they need to make informed decisions and manage their grants more effectively. Here are some ways that a grant management software application can help: Standardized workfiows: Neighborly Software will provide predeflned workfiows for common grant-related tasks, such as application reviews, grant approvals, and reporting. These workfiows can help ensure that all steps are followed consistently, reducing the risk of errors and inconsistencies. Automated notiflcations and reminders: Neighborly Software can send automated notiflcations and reminders to stakeholders at various stages of the grant lifecycle, such as when applications are due, when reviews are complete, or when reports are due. This helps to keep everyone on track and ensures that deadlines are met. Customizable templates: Neighborly Software can provide customizable templates for grant applications, reports, and other documents, ensuring that they meet the required format and content standards. This can save time and reduce the risk of errors and inconsistencies in the documentation. Communication: Neighborly Software can facilitate communication between grant managers, grant seekers, and other stakeholders. This feature can help to ensure that all parties are informed about the status of the grant process and any updates or changes that may occur. Data tracking: Data can be tracked and monitored throughout the grant lifecycle, providing real-time insights into the status of applications, approvals, and reports. Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 12 Dashboards: A critical component of our platform, Neighborly Software’s dashboards (Main, Assets, Funding, Fraud Prevention) provide the user with a view of your programs in one place. The main dashboard provides you with insight into the entire grant management process. Administrators can view Case Activity, monitor active tasks, and review cases by status. Via the Participant Portal, sub-recipients and other program participants can submit applications with supporting documentation, view awarded funds and tasks and send messages to administrators regarding any outstanding activities. Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 13 Proposal submission: Grant seekers can submit proposals with relevant documents and attachments through a standardized process, simplifying tracking and review. Audit Log: Tenant-speciflc audit log tracks all software activity with user ID and IP address logging, as well as the date and time of application submissions, edits, and approval. Users can log comments and make notes when necessary. The checklist functionality allows for a multi-step application process, with opportunities for the City to review eligibility and other information ahead of submission. Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 14 Grant review: Neighborly Software can facilitate the review process by providing a platform for reviewers to access proposals, leave comments and feedback, and rate the proposals according to pre-deflned criteria, which helps ensure proposals are evaluated consistently. Reporting: Along with the ability to provide real-time updates on the status of grant applications, awards, and disbursements, Neighborly Software can create custom and ad hoc reports from any fleld in the system. We provide this capability with three key features: out-of- the-box reports, a Report Builder, and our Data Warehouse. The following are “out of the box” reports that were speciflcally designed for government grant management: • Accomplishments - rolls up all the participant demographic data. Also used to track accomplishments submitted by subrecipients  • Score Summary – tracks all the reviewers who have been assigned to score subrecipient applications. Shows scores and comments each reviewer has submitted. Able to also assign reviewers to cases in bulk.  • Inspections – shows all the inspections in the system along with who it has been assigned to, due dates, program, and status. • Work Write Ups – shows all the WWU in the system in including the status, open house, bid open/close, cost estimates and # of items on the write up. • Tasks – shows all the tasks in the system. Can be conflgured to only show the user their tasks or all tasks  • Draws Report – Tracks draws submitted by program. Can view by draw status, requested date, approved date, and disbursed dates.  • Scheduled Reports – tracks the subrecipient reporting schedule. Ability to see what is due, completed, and past due & send reminders to subrecipients (individual or bulk)  Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 15 • AFWA Report – tracks duplicate SSNs, Phone numbers, IPs, and email addresses. Also track how long applications take to complete (< 1, < 5, < 15, and < 30 minutes)  • Report Builder – Integrated within our application is the report builder. This report builder allows you to create ad hoc configuration of reports that may display data captured in the application or admin sections of a program. All fields within the system are available to be queried using the report builder. Data Migration: Data migration is a critical part of almost every project we conduct.  We recognize that there may be data from active applications that needs to be imported and mapped into the new system, and we have expertise in handling such tasks efflciently and effectively.  Our team will work closely with your organization to develop a detailed plan that ensures a smooth transition, and that data gets imported precisely and to the right locations in our system.  Here's an overview of our process: • Assessment: We begin by conducting a thorough assessment of your existing data. This step involves identifying the source systems, data formats, and any potential challenges or discrepancies that may arise during the migration/import process. This assessment helps us develop a tailored strategy. • Data Mapping: Next, we create a detailed data mapping plan. This plan outlines how data elements from your existing system(s) will be mapped to the corresponding flelds in Neighborly Software. We pay careful attention to data integrity and consistency during this phase. Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 16 • Data Transformation: Data often needs to be transformed or cleaned to flt Neighborly’s requirements. We employ industry-standard data transformation techniques to ensure that your data is accurate and ready for import. • Data Validation: Before importing data into our system, we conduct rigorous validation checks to identify any anomalies or errors. This step helps prevent data corruption and ensures the integrity of your information. • Data Import: With the data now prepared and validated, we proceed with the import process. We use specialized tools and scripts to efflciently import the data into Neighborly Software while closely monitoring the process to address any issues in real- time. • Testing and Quality Assurance: Post-import, we perform extensive testing to ensure that all data has been successfully migrated and that it functions correctly within our platform. Our quality assurance team conducts thorough checks to guarantee the accuracy of the imported data. • Data Veriflcation: We collaborate with you to verify the imported data, allowing you to review and conflrm its accuracy within the Neighborly Software platform. Any discrepancies or concerns are promptly addressed and resolved. We also understand that auditing requirements are a critical consideration during this process, and we have designed our software to meet the highest standards of compliance. Our team of experts will ensure that all data is migrated securely and that all necessary records are maintained and available for auditing purposes. Not only do we have a proven implementation methodology that leverages best practices for data migration, but we also have an experienced staff that will lead the implementation and conflguration of the software.   Training: Neighborly Software was designed speciflcally for grant programs, with a user experience that feels intuitive for stakeholders (e.g. administrators, subrecipients, developers, applicants). Unlike generic systems that must be adaptable to a variety of industries, our interface was developed working with users across the country and as such we consistently receive positive feedback from our clients with respect to ease of use, and speed of adoption for new users. We mention our user experience in our “Training” response because a great user experience signiflcantly reduces the amount of initial training and follow-up training required for all stakeholders. Not to worry though, Neighborly Software also offers a signiflcant amount of training speciflcally designed for administrative users. Our flrst step in the training process is the “Go-Live” training. Prior to the Go-Live training, you will be assigned a Client Success Manager to be your point of contact for all things training and support needs. All the initial client support, onboarding, and training is handled by your dedicated Client Success Manager. Here is our typical training offering: Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 17 TRAINING  TYPE DESCRIPTION Go-Live Training Virtual An eight-hour training that walks administrators through all the software’s functionality. Advanced Administrator Training Virtual A four-hour virtual training that reviews advanced configuration functionality for users that have permissions to change application fields, create word and email templates, update user permissions, change annual income limits, create new grant years, etc. Virtual Subrecipient Training Virtual Thirty-minute online training typically offered to subrecipients/developers prior to the start of each application cycle and prior to the start of subrecipients using the software for draw requests and reporting. The training is recorded and can be posted to a website. User Guides Virtual All stakeholders (e.g., Administrators, Subrecipients, Developers, Reviewers) have access to User Guides that highlight software functionality specific to their role. Support Videos Virtual Short instructional videos posted to our online support forum that highlight discreet administrator processes (e.g., how to change annual income limits, how to generate a CAPERs report) User Conference Virtual Neighborly Software will host a two- day user conference that highlights new software functionality, client best practices and emerging trends in government grant management. Once the City is live and has received training, they are able to submit support requests to the Atlanta-based customer support team for ongoing care and account maintenance with periodic check-ins from their Client Success Manager to ensure that they’re getting the most out of the software. For example, each year Neighborly Software provides a list of “best practices” related to technology, process, and strategy. This approach ensures that our clients are not only getting the most value out of our software solution, but also their relationship with Neighborly Software and our growing client base. We also provide ongoing virtual training and support for all administrators as well as 3rd party stakeholders, including subrecipients, developers, and beneflciaries. Clients can submit software enhancement requests via their Client Success Manager. Every quarter, Neighborly Software reviews and prioritizes the requests across our client base. Functionality that has applicability across our client base is typically given priority. The client success team works with our neighbors to help with making changes to existing set up but also for any additional training needed for your staff, subrecipients, contractors, etc. We also will work with you to implement any additional programs needed in the future. Internally we conduct periodic optimizations of your use of the software and will meet with you to review our best practice recommendations and ways to maximize your use of the functionality available to you. We take a consultative and proactive approach to account management. Technical Support: Neighborly Software provides an “all-inclusive” support model, meaning that all of our support options are available to the City, included throughout the life of our contract. There are rare occasions where some of our Neighbors require “non-standard” Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 18 support, i.e. on-premise training, which we are happy to accommodate. Technical support is available via a toll-free phone number and electronic mail on weekdays during the hours of 8:00 am through 8:00 pm Eastern Standard Time, with the exclusion of federal holidays. Clients may initiate a helpdesk ticket during support hours by emailing support@neighborlysoftware.com. In addition to our support option, the “Help” icon is available on the bottom right of each page in Neighborly Software. This conflgurable popup features frequently asked support questions that users can use to request assistance. Each stakeholder (e.g., Administrator, Developer, Subrecipient) has their own guide based on their unique role. All new functionality is demonstrated and recorded in a virtual training webinar/video. All stakeholders (e.g. Administrators, Subrecipients, Developers, Reviewers) have access to virtual User Guides that highlight software functionality speciflc to their role. There are two sets of User Guides, one will be static while the other will be continuously updated as follows: • Static: During implementation, the City will receive a static document that outlines your speciflc conflgurations and process fiows for each of your programs. This document is shared with you in an editable format and can be distributed to potential applicants, users, etc. • Online and Updated: User guides are accessed directly through the applications. As features or functionality change, the user guides are updated online in the system. Legal Contract: Neighborly Software is a vendor for the City of Denton, TX. If selected for this project, we will use the contract previously negotiated and currently in place with the City, with minor updates to our offboarding procedure. Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 19 Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #8713 Grant Management Software | Neighborly Software | pg. 20 4. Team Member Qualifications Our team is comprised of highly dedicated professionals with years of experience in their respective flelds. We pride ourselves on our understanding of the needs of our customers and commitment to delivering exceptional software solutions to our clients. Our team members possess a deep understanding of the industry and are continually expanding their knowledge to stay at the forefront of the latest technologies and trends. With hundreds of public-sector implementations, we have a proven track record of success, and our team is well-equipped to meet the needs of our customers. The project team has over 80 years of experience implementing and/or administering grant programs like those the City wishes to implement with this RFP. Our industry knowledge expedites the implementation and support processes and provides you with best practices to drive operational efflciencies, improve program compliance and maximize community investment outcomes. For you, this means no time wasted explaining the challenges and nuances of these programs. The City will primarily be working with Jason Rusnak (President), Jigesh Parikh (CTO), Qiana Daughtry (Sr. Director of Client Success), and Dorian Henley (Database Manager). A Client Success Manager will be assigned to handle all the initial client support, onboarding, and training, as well as a Client Support Specialist to assist with technical issues. Since everyone is on the same team, there is an unbroken chain of internal communication regarding the City’s experience with Neighborly Software. Resumes for the Key Personnel are on the following pages: Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 AREAS OF EXPERTISE Software as a Service Public Sector and Government Agencies Strategic Planning Business Operations Implementation Process and Procedures Jason Rusnak Co-founder and President SUMMARY OF ACCOMPLISHMENTS Leader with 23 years of experience in business transformation processes, strategic direction, legislation, and government directive implementation. As co-founder and President of Neighborly Software, Mr. Rusnak is a long-time advocate of the company’s vision of Helping Communities, Help People, and has worked tirelessly to build a culture of service within the organization. WORK HISTORY Neighborly Software Co-founder and President, 2015 – Current • Co-founder of a SaaS company that provides a cloud-based software solution to improve the administrative efficiency and regulatory compliance of Housing, Economic and Community Development organizations. • Strategic direction, goal establishment, budget planning, policy, and procedures Automatic Data Processing (ADP) Division Vice President, 2010-2015 • Senior Leadership Team of National Account Services (NAS), a $1.9B division of ADP. • Led a high-performing team responsible for driving profitable revenue growth while transforming the business from a payroll provider to a broader Human Capital Management provider. Accenture Senior Manager, Government Strategy – 1999 – 2010 • Worked closely with Federal, State and Local governments to improve government operations by re-engineering processes, incorporating new technology and/or creating long-term strategic plans. EDUCATION Master’s Degree University of North Carolina Bachelor’s Degree Denison University Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 AREAS OF EXPERTISE Software Development Public Sector and Government Agencies Information Technology Cloud-Based Applications Leadership Business Intelligence Implementation Process and Procedures Jigesh Parikh Chief Technology Officer SUMMARY OF ACCOMPLISHMENTS A strategic thinker and data-enthusiast with 13+ years of experience in senior leadership roles at Americold, Intradiem, and Willis Towers Watson. WORK HISTORY Neighborly Software Chief Technology Officer, 2021 – Current • Responsible for Technology Roadmap, Architecture, Development, QA, Sustaining Engineering, Security and DevOps Americold Logistics Director, 2015-2021 • Responsible for overall Data/Analytics Vision, Strategy, Execution and Rollout across Americold Business Units and Customers. • Responsible for Business-Relationships and Technology for Analytics and Cloud-based Applications. Intradiem Senior Manager/Director, 2014– 2015 • Worked closely with Federal, State and Local governments to improve government operations by re-engineering processes, incorporating new technology and/or creating long-term strategic plans. Willis Towers Watson Director, 2008-2016 • Led/managed geographically diverse and cross-functional software teams to deliver risk management enterprise software. EDUCATION Master’s Degree Georgia State University Bachelor’s Degree Gujarat University Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 Qiana Daughtry Director, Client Success SUMMARY OF ACCOMPLISHMENTS Qiana has 20+ years of experience administering HUD and State funded programs. She is a na�onally recognized CDBG and HOME trainer with the Na�onal Community Development Associa�on (NCDA). She recognizes the need for effec�ve and user-friendly so�ware and joined the Neighborly So�ware team to help colleagues work smarter. WORK HISTORY Neighborly So�ware Director, Client Success, 2020 – Current Qiana’s current du�es involve maintaining brand awareness, comple�ng the customer project lifecycle from requirement gathering through go live, and assis�ng with solu�on development. Na�onal Community Development Associa�on Trainer, 2018 – present Specialized training to CDBG and HOME en�tlement communi�es in the areas of regula�ons, program management and subrecipient training and management. Pasco City Operations Manager, 2019 – 2020 Responsible for the internal opera�ons of a large, urban community development and housing office that has programs for homeownership rehabilita�on, rental development, homelessness, public services, and neighborhood redevelopment funded by federal and state funding. AREAS OF EXPERTISE Program & Project Management Implementa�on Onboarding Training Presenta�ons Organiza�onal Promo�on Rela�onship Facilita�on Vendor Rela�ons Contractor/Sub Contractor Rela�ons Community Engagement Staff Development Performance Improvement Workflow Process Crea�on EDUCATION Bachelor’s Degree University of South Florida EDUCATION Bachelor’s Degree University of South Florida Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 AREAS OF EXPERTISE Software as a Service Public Sector and Government Agencies Database Administration Data Migration and Consolidation Database Installation and Maintenance Dorian Henley (Database) Manager, Technology SUMMARY OF ACCOMPLISHMENTS Experienced and detail-oriented database manager with 2 decades of software experience, from development and QA to SQL server database administration. WORK HISTORY Neighborly Software (Database) Manager, Technology, 2021 – Current • Manages day-to-day database administration and operations • Oversees data migration and conversion process for all clients Fiserv Senior SQL Database Administrator, 2020-2021 • SQL Server SME for data center migration project, directly responsible for 3 of 24 datacenters being consolidated • Analyze current SQL datacenter infrastructure and provide recommendations for architectural changes Kabbage Senior SQL Server Database Administrator, 2018 – 2020 • Responsible for installing and maintaining 32 SQL Server 2016/2019 database systems in AWS EC2 cloud • Configured query store, clustered column store indexes, buffer pool extensions, resource governs, etc. – developed numerous automation scripts to handle day-to-day operations. Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 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 THISCERTIFICATE 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 belowIf 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 HIREDAUTOS ONLY 12/11/2024 Arthur J Gallagher Risk Management Services, Inc. 47 East Robinson Street Suite 200 Orlando, FL 32801 (888) 925-2990 x20834 (877) 637-8949 Risk Management Department ggb.tequesta.certs@ajg.com Zurich-American Insurance Company 16535 Aspen HR PEO, LLC 1676 N California Blvd Ste 400 Walnut Creek, CA 94596 Coverage is provided for only those co-employees of, but not subcontractors to: WC 27-24-558-01 01/01/2024 01/01/2024 01/01/2025 01/01/2025 1,000,000 1,000,000 1,000,000 24CA0741152065 000340-TX Alt. Emp: Benevate, LLC dba: Neighborly Software No Fixed Address Austin, TX 78701 City of Denton,TX 901-B Texas St Denton, TX 76209 Client# A Location Coverage Period: X Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 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 THISCERTIFICATE 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 belowIf 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 HIREDAUTOS ONLY 12/11/2024 Marsh &McLennan Agency LLC870SPleasantburgDrGreenvilleSC29607 864-271-6336 MAcertsREQ@MarshMMA.com Continental Casualty Company 20443 NEIGHSOFT Columbia Casualty Company 31127BenevateLLC3423PiedmontRdNEAtlantaGA30305 1773392694 A X 1,000,000 X 1,000,000 10,000 1,000,000 2,000,000 X 7039009366 9/26/2024 9/26/2025 2,000,000 B CyberLiability andProfessionalLiability 794126908 9/26/2024 9/26/2025 LimitRetention 5,000,00025,000 City of Denton901-B Texas StreetDentonTX76209 Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 CONFLICT OF INTEREST QUESTIONNAIRE CONFLICT OF INTEREST QUESTIONNAIRE - FORM CIQ For vendor or other person doing business with local governmental entity This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a). By law this questionnaire must be filed with the records administrator of the local government entity not later than the 7th business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code. A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section is a misdemeanor. 1 Name of vendor who has a business relationship with local governmental entity. 2 Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) 3 Name of local government officer about whom the information in this section is being disclosed. Name of Officer This section, (item 3 including subparts A, B, C & D), must be completed for each officer with whom the vendor has an employment or other business relationship as defined by Section 176.001(1-a), Local Government Code. Attach additional pages to this Form CIQ as necessary. A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment income, from the vendor? Yes No B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer named in this section AND the taxable income is not received from the local governmental entity? Yes No C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership of one percent or more? Yes No D. Describe each employment or business and family relationship with the local government officer named in this section. 4 × I have no Conflict of Interest to disclose. 5 12/11/2024 Signature of vendor doing business with the governmental entity Date Benevate, LLC Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 Certificate Of Completion Envelope Id: BF042BF0-180E-448D-BB10-6380B3F98492 Status: Completed Subject: Please DocuSign: City Council Contract 8713 - Grant Management Sofware Source Envelope: Document Pages: 34 Signatures: 5 Envelope Originator: Certificate Pages: 6 Initials: 1 Christina Dormady AutoNav: Enabled EnvelopeId Stamping: Enabled Time Zone: (UTC-06:00) Central Time (US & Canada) 901B Texas Street Denton, TX 76209 christina.dormady@cityofdenton.com IP Address: 198.49.140.10 Record Tracking Status: Original 1/31/2025 8:51:13 AM Holder: Christina Dormady christina.dormady@cityofdenton.com Location: DocuSign Signer Events Signature Timestamp Christina Dormady christina.dormady@cityofdenton.com Buyer City of Denton Security Level: Email, Account Authentication (None) Completed Using IP Address: 198.49.140.10 Sent: 1/31/2025 9:19:05 AM Viewed: 1/31/2025 9:19:31 AM Signed: 1/31/2025 9:19:51 AM Electronic Record and Signature Disclosure: Not Offered via DocuSign Lori Hewell lori.hewell@cityofdenton.com Purchasing Manager City of Denton Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 198.49.140.104 Sent: 1/31/2025 9:19:53 AM Viewed: 1/31/2025 12:35:39 PM Signed: 1/31/2025 12:36:52 PM Electronic Record and Signature Disclosure: Not Offered via DocuSign Marcella Lunn marcella.lunn@cityofdenton.com Senior Deputy City Attorney City of Denton Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 198.49.140.10 Sent: 1/31/2025 12:36:55 PM Viewed: 1/31/2025 1:51:19 PM Signed: 1/31/2025 1:55:04 PM Electronic Record and Signature Disclosure: Not Offered via DocuSign Jason Rusnak Jason.rusnak@neighborlysoftware.com President Benevate Inc Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 104.200.143.131 Sent: 1/31/2025 1:55:07 PM Viewed: 1/31/2025 3:43:38 PM Signed: 1/31/2025 3:46:42 PM Electronic Record and Signature Disclosure: Accepted: 1/31/2025 3:43:38 PM ID: 3b7eea10-a532-4726-a58a-0d4e16a463d0 Signer Events Signature Timestamp Jessica J Williams jessica.jwilliams@cityofdenton.com Chief Financial Officer City of Denton Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 104.28.132.141 Signed using mobile Sent: 1/31/2025 3:46:45 PM Viewed: 1/31/2025 3:47:39 PM Signed: 1/31/2025 3:47:53 PM Electronic Record and Signature Disclosure: Accepted: 1/31/2025 3:47:39 PM ID: 7c5ddfc7-ff3a-48b8-b4d3-9e450539177a Cheyenne Defee cheyenne.defee@cityofdenton.com Procurement Administration Supervisor City of Denton Security Level: Email, Account Authentication (None) Completed Using IP Address: 198.49.140.10 Sent: 1/31/2025 3:47:57 PM Viewed: 2/19/2025 8:44:41 AM Signed: 2/19/2025 8:44:51 AM Electronic Record and Signature Disclosure: Not Offered via DocuSign Sara Hensley sara.hensley@cityofdenton.com City Manager City of Denton Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 107.77.197.70 Signed using mobile Sent: 2/19/2025 8:44:53 AM Viewed: 2/19/2025 9:25:48 AM Signed: 2/19/2025 9:26:24 AM Electronic Record and Signature Disclosure: Not Offered via DocuSign Lauren Thoden lauren.thoden@cityofdenton.com City Secretary Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: 198.49.140.10 Sent: 2/19/2025 9:26:26 AM Viewed: 2/19/2025 11:22:07 AM Signed: 2/19/2025 11:22:29 AM Electronic Record and Signature Disclosure: Not Offered via DocuSign In Person Signer Events Signature Timestamp Editor Delivery Events Status Timestamp Agent Delivery Events Status Timestamp Intermediary Delivery Events Status Timestamp Certified Delivery Events Status Timestamp Carbon Copy Events Status Timestamp Cheyenne Defee cheyenne.defee@cityofdenton.com Procurement Administration Supervisor City of Denton Security Level: Email, Account Authentication (None) Sent: 1/31/2025 9:19:54 AM Electronic Record and Signature Disclosure: Not Offered via DocuSign Carbon Copy Events Status Timestamp Gretna Jones gretna.jones@cityofdenton.com Legal Secretary City of Denton Security Level: Email, Account Authentication (None) Sent: 1/31/2025 3:47:56 PM Electronic Record and Signature Disclosure: Not Offered via DocuSign City Secretary Office citysecretary@cityofdenton.com Security Level: Email, Account Authentication (None) Sent: 2/19/2025 11:22:34 AM Electronic Record and Signature Disclosure: Not Offered via DocuSign Terrance Jones terrance.jones@cityofdenton.com Security Level: Email, Account Authentication (None) Sent: 2/19/2025 11:22:35 AM Electronic Record and Signature Disclosure: Accepted: 10/8/2024 1:27:30 PM ID: 45055d6b-a654-4ce2-a176-63da21a3ed6b Courtney Douangdara courtney.douangdara@cityofdenton.com Security Level: Email, Account Authentication (None) Sent: 2/19/2025 11:22:36 AM Electronic Record and Signature Disclosure: Accepted: 2/18/2025 9:36:27 AM ID: c5ccde1f-a9ce-4738-9bb4-277462377112 Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 1/31/2025 9:19:05 AM Certified Delivered Security Checked 2/19/2025 11:22:07 AM Signing Complete Security Checked 2/19/2025 11:22:29 AM Completed Security Checked 2/19/2025 11:22:36 AM Payment Events Status Timestamps Electronic Record and Signature Disclosure ELECTRONIC RECORD AND SIGNATURE DISCLOSURE From time to time, City of Denton (we, us or Company) may be required by law to provide to you certain written notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures electronically through your DocuSign, Inc. (DocuSign) Express user account. Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to these terms and conditions, please confirm your agreement by clicking the 'I agree' button at the bottom of this document. Getting paper copies At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. For such copies, as long as you are an authorized user of the DocuSign system you will have the ability to download and print any documents we send to you through your DocuSign user account for a limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to send you paper copies of any such documents from our office to you, you will be charged a $0.00 per-page fee. You may request delivery of such paper copies from us by following the procedure described below. Withdrawing your consent If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and disclosures electronically is described below. Consequences of changing your mind If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. To indicate to us that you are changing your mind, you must withdraw your consent using the DocuSign 'Withdraw Consent' form on the signing page of your DocuSign account. This will indicate to us that you have withdrawn your consent to receive required notices and disclosures electronically from us and you will no longer be able to use your DocuSign Express user account to receive required notices and consents electronically from us or to sign electronically documents from us. All notices and disclosures will be sent to you electronically Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through your DocuSign user account all required notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us. Electronic Record and Signature Disclosure created on: 7/21/2017 3:59:03 PM Parties agreed to: Jason Rusnak, Jessica J Williams, Terrance Jones, Courtney Douangdara How to contact City of Denton: You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows: To contact us by email send messages to: purchasing@cityofdenton.com To advise City of Denton of your new e-mail address To let us know of a change in your e-mail address where we should send notices and disclosures electronically to you, you must send an email message to us at melissa.kraft@cityofdenton.com and in the body of such request you must state: your previous e-mail address, your new e-mail address. We do not require any other information from you to change your email address.. In addition, you must notify DocuSign, Inc to arrange for your new email address to be reflected in your DocuSign account by following the process for changing e-mail in DocuSign. To request paper copies from City of Denton To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically, you must send us an e-mail to purchasing@cityofdenton.com and in the body of such request you must state your e-mail address, full name, US Postal address, and telephone number. We will bill you for any fees at that time, if any. To withdraw your consent with City of Denton To inform us that you no longer want to receive future notices and disclosures in electronic format you may: i. decline to sign a document from within your DocuSign account, and on the subsequent page, select the check-box indicating you wish to withdraw your consent, or you may; ii. send us an e-mail to purchasing@cityofdenton.com and in the body of such request you must state your e-mail, full name, IS Postal Address, telephone number, and account number. We do not need any other information from you to withdraw consent.. The consequences of your withdrawing consent for online documents will be that transactions may take a longer time to process.. Required hardware and software Operating Systems: Windows2000? or WindowsXP? Browsers (for SENDERS): Internet Explorer 6.0? or above Browsers (for SIGNERS): Internet Explorer 6.0?, Mozilla FireFox 1.0, NetScape 7.2 (or above) Email: Access to a valid email account Screen Resolution: 800 x 600 minimum Enabled Security Settings: •Allow per session cookies •Users accessing the internet behind a Proxy Server must enable HTTP 1.1 settings via proxy connection ** These minimum requirements are subject to change. If these requirements change, we will provide you with an email message at the email address we have on file for you at that time providing you with the revised hardware and software requirements, at which time you will have the right to withdraw your consent. Acknowledging your access and consent to receive materials electronically To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please verify that you were able to read this electronic disclosure and that you also were able to print on paper or electronically save this page for your future reference and access or that you were able to e-mail this disclosure and consent to an address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format on the terms and conditions described above, please let us know by clicking the 'I agree' button below. By checking the 'I Agree' box, I confirm that: • I can access and read this Electronic CONSENT TO ELECTRONIC RECEIPT OF ELECTRONIC RECORD AND SIGNATURE DISCLOSURES document; and • I can print on paper the disclosure or save or send the disclosure to a place where I can print it, for future reference and access; and • Until or unless I notify City of Denton as described above, I consent to receive from exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to me by City of Denton during the course of my relationship with you.