Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
25-295
ORDINANCE NO. 25-295 AN ORDINANCE OF THE CITY OF DENTON, A TEXAS HOME-RULE MUNICIPAL CORPORATION. AUTHORIZING THE CITY MANAGER TO EXECUTE A CONTRACT WITH BENEVATE, LLC, FOR GRANT MANAGEMENT SOFTWARE FOR THE FINANCE AND COMMUNITY SERVICES DEPARTMENTS; PROVIDING FOR THE EXPENDITURE OF FUNDS THEREFOR; AND PROVIDING AN EFFECTIVE DATE (RFP 8713– AWARDED TO BENEVATE, LLC, FOR ONE (1) YEAR, WITH THE OPTION FOR FOUR (4) ADDITIONAL ONE (1 ) YEAR EXTENSIONS, IN THE TOTAL FIVE (5) YEAR NOT-TO-EXCEED AMOUNT OF $405,510.00). WHEREAS, the City has solicited, received, and evaluated competitive proposals for grant management software for the Finance and Community Services Departments; and WHEREAS, the City Manager, or a designated employee, has received, reviewed, and recommended that the herein described proposals are the most advantageous to the City considering the relative importance of price and the other evaluation factors included in the request for proposals; and WHEREAS, this procurement was undertaken as part of the City’s governmental function [Community, neighborhood, or senior citizen centers]; and WHEREAS, the City Council has provided in the City Budget for the appropriation of funds to be used for the purchase of the materials, equipment, supplies, or services approved and accepted herein; NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON HEREBY ORDArNS : SECTION 1. The items in the following numbered request for proposal for materials, equipment, supplies, or services shown in the “Request Proposals” on file in the office of the Purchasing Agent, are hereby accepted and approved as being the most advantageous to the City considering the relative importance of price and the other evaluation factors included in the request for proposals. RFP NUMBER CONTRACTOR AMOUNT 8713 Benevate, LLC $405,510.00 SECTION 2. That by the acceptance and approval of the above numbered items of the submitted proposals, the City accepts the offer of the persons submitting the proposals for such items and agrees to purchase the materials, equipment, supplies, or services in accordance with the terms, specifications, standards, quantities, and for the specified sums contained in the Proposal Invitations, Proposals, and related documents. SECTION 3. That should the City and person submitting approved and accepted items wish to enter into a formal written agreement as a result of the acceptance, approval, and awarding of the proposals, the City Manager, or their designated representative, is hereby authorized to execute the written contract which shall be attached hereto; provided that the written contract is in accordance with the terms, conditions, specifications, standards, quantities, and specified sums contained in the Proposal and related documents herein approved and accepted. SECTION 4. The City Council of the City of Denton hereby expressly delegates the authority to take any actions that may be required or permitted to be performed by the City of Denton under this ordinance to the City Manager of the City of Denton, or their designee. SECTION 5. By the acceptance and approval of the above enumerated bids, the City Council hereby authorizes the expenditure of funds therefor in the amount and in accordance with the approved bids. SECTION 6. This ordinance shall become effective immediately upon its passage and approval. The motion to approve this ordinance was made by Joe Holland and seconded by Brandon Chase McGee. This ordinance was passed and approved by the following vote [ 7 - 0 ] : Aye Nay Abstain Absent Mayor Gerard Hudspeth: Vicki Byrd, District 1 : X X X X X X X Brian Beck. District 2 : Paul Meltzer. District 3 : Joe Holland, District 4: Brandon Chase McGee, At Large Place 5 : Jill Jester, At Large Place 6: PASSED AND APPROVED this the 18th day of February, 2025. FRTR3nT6mmMrf6R ATTEST: LAUREN THODEN, CITY SECRETARY t \ \ \ \\ t \ II I / / / hd APPROVED AS TO LEGAL FORM: MACK REINWAND, CITY ATTORNEY Docusign Envelope ID: BF042BFO-180E-448D-BBIO-6380B3F98492 DENTON Docusign City Council Transmittal Coversheet 8713RFP File Name I Grant Management Software Purchasing Contact Christi na DarmadY City Council Target Date FEBRUARY 18’ 2025 Piggy Back Option Contract Expiration Ordinance Yes FLbKUAKY 16 1 ZU3U 25-295 Docusign Envelope ID: BF042BF0-1 80E-448D-BB104380B3F98492 RENEWAL AMENDMENT TO CONTRACT BETWEEN CITY OF DENTON, TEXAS AND BENWATE, 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 8439to 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 fromamendment 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: BF042BFO-180E-448D-BB104380B3F98492 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 fall force and effect and likewise apply to this Amendment. Authorized Signatures: “CITY”“SUPPLIER” CITY OF DENTON, TEXAS BENEVATE LLC Name: Sara HensleY _ _ 3ason RusnakName : Title. C1 ty Manager Title. President Date. 2/19/2025 Date. 1/31/2025 ATTEST:THIS AGREEMENT HAS BEEN BOTH REVIEWED AND APPROVED as to financial and operational obligations and business terms.LAUREN THODEN, CITY SECRETARY Signed by: [J llXtlil 57D4C SIGNATURE 3esslca I w1111ams PRINTED NAME chief Financia1 officer TITLE F1 nanceAPPROVED AS TO LEGAL FORM: MACK REINWAND, CITY ATTORNEY DEPARTMENT a u) = > o f= +a) a) V) hDC nn•= C)•n••ll•L=a a)L= CD B dE0 C/) +C a) E a) bO rDC CD a0'=0 :1'= eJ COq)a I &a CB3a< +1'a IX LU a) qJ = OH +1 ’=D la a)la3 CJC ala)q00a)LLCr) on0 COa) CO6 rn on A GO'+I LU000 6LL onal 8LL an a a)al0a >C LUea) r)3 C>aa +)C rDL- U)ela)LL Ca'=atHU V)JD3C/) laC rB bOC ’aC a) C)+= a)t 10 3 &:aV) cr) x-Ib 00 + C/)0 L) a)C/) Ca)C)'= CD :1 C E a)+ Ca) 8= a suRI kb C. 0a a M 1 a !!! itg S •E I e . B>HE .= IS E {{} {i 0r\I 0T-I X 00 (=>0bni crb laa)D3 C)C laa)T3 C) C 00 <=)00r\itf} §jgo,IDLn 1 cal '– la alla3UC T alD C 2U la a)la3UC (\Ia)q00a) LL Cr) on000a) CO 6 onon A 00q'a 1 1l10 00 6LL onal RF0 LL on a a)al0a>C LU Ca)r)3 Q0a aP•B=•QhW C/)0C) (D3CC<q== a)UC IDC a)+a ID ElaC CD HE0alal3 cr) noC0 hDC0 CanB+B LU3aliFea C) C0:1 rD +Ca) E a) al E L=0bH +Ca) Ea) bOrDC rDE WU a)=n=nI0L=a cr) a) E bOC ID C(a C0IIrDWC a) E3 C)0a Lna) C/)D CD\- W CD a S.= F-D C/) aJ a)LL a)C/)C a)C)'= o3 C0IIalMC) C/)a3 cr) CD3CC < V)a) a)LL C0 FI CON E0 +cr)3C) laC ID C0 FI CDL-3 hDiFC0(J hoI !!!! 0 C II0 a; 1 %VIa gIgIII.g :IEIEl{I; IoDI cl.b BIgglaOIE gIg i: < 1 el alBIg Lb-0 a ge{ E Sgi :i L=${ 8 = > IEe = IDa)la3 UC 30a L= a)al00hI crb ID\\C laa)la3 UC Da)D3 C)C CD\C nlnall anln313OIDCIC C\Ia)sr COa) 1-1 Cr) ona COa) CO6 fn on A 00'+ -1 LU0 00 6LL anal 8 LL on A a)al0 a >C LU ea)a3Qaa h C/) eWC0C) C/) C/)a)(JC)< a0 IIal>t C)C LU rDWrDa\=H#• cr) 0C)0+0Lna >+ 3CJa) C/) C/)+Ca) E HE3 gI IIbIg gIg {1.gl gIg gIgaLl a iI.g i,IiI 818 aSH••nlli CDEC) Ul B +1 -g C0m CDSHal a)+1C bad gI aHhla ac LU E C/) al Lja 11€1al '; iIiI' 'I U 11:131 c a) 10 8 ISi!' aBelacaa (9 gatI 1 IE glglglg C/)AC/)0L) e0alal3cr) <a a)Ew Oa£a II: k ! A. A O J--. JEz c aiaB ';.QCw.o LDg& 8/'E c(ecS rDC/)v; $ $3 c/) .ED -f.'EeOCC)(D bIlbo 6)LB:3nO. S a) v; g g .E 00 CD00r\Ib'FI (rF 11 C/)£WC goorqcx5T-le-qXb\ aJ T-Ia</}C8E==b O !!{ 08('.>nElOOQLq-10{/FT)X< Ta) alal<OC 8 gN u IIb00 x-I.- b-""'' # E CDL- hO0L=al Lw a)al000 N\\n 0el a) C/)Ca)C) L= a)al00b r\rt/} 0r\I C/) > ;!1 00 aa 1-1aa 1:1 61 0a 1:10a \iLn aa f:Iaa\ib{/} 00 nJ LnLn LnT-I laa)la2 C)C Ta)la3 C)C Da)D3UC Da)laaUC (\Ia)qr00a)LLa) on0 00a)10 d on on HI 00VI LU000 6LL onhIqr0 LL on a a)al0a >C LU Ca)a3O0a {/}I n ASI 1 g tr} t/)+C Q) E+1V)3TI< laC rDi5al De V)alal(f)LLmnPl dia +C a) E a) C/)En3a cr)r\ WC a) E >0 al a)a rD FI C L= a)+1liID cr)WC a) E + C/)3e< cii' gH • y: 1D>a 'EIE ih: B©e CEgale:= aJLin C C CD U ID 11 gIg gIg ${ gIgul a DC CO bOC }}tIIE !} ig Docusign Envelope ID: BF042BF0-1 80E-448D-BB10-6380B3F98492 Elxhlt)it: m- +_ nJ ;;iq JBqb };}#!‘ I . .:{ A Neighborly Software City of Denton, TX I Grants Department RFP #8713 Grant Management Software December 11, 2024 1 Presented by Neighborly Software DENTON Docusign Envelope ID: BF042BFO-180E-448D-BB104380B3F98492 0 Neighborly Software 3423 Piedmont Rd. NE, Atlanta, GA 303051 https://neighborlysoftware.com 1 855-625-9738 1 . Cover Letter December 1 1, 2024 City of Denton, TX 1 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, alld 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 CQunties of all sizes across the country since our founding in 201 6, 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 fit grant management needs, Neighborly Software has been purpose-built for state, city, and county officials to manage their Treasury and general funded programs. With a mission to enhance the impact of public sector programs, Neighborly Software simplifies 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 overal 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 specifications with a more robust range of system functionalities than any other solution on the market, including: • • • 0 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. RFP #8713 Grant Management Software I Neiqhborly Software I pg. 2 Docusign Envelope ID: BF042BF0-180E448D-BB104380B3F98492 0 Neighborly Software 3423 Piedmont Rd. NE, Atlanta. GA 30305\ https://neighborlysoftware.com 1 855-625-9738 Q Cw,emm#\ba, (9 Sutnade Coau dCt{}\ I More than 30% of HUD jurisdictions in the U.S. rely on NeighborFy Software to manage at least one if not many of their grant programs. Key Personnel & Project Team Our team is comprised of highly dedicated professionals with years of experience in their respective fields. 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 IiI<e 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 efficiencies, 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 Dauqhtry (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. RFP #8713 Grant Management Software I Neighborly Software I pg. 3 Docusign Envelope ID: BF042BFO-180E-448D-BB104380B3F98492 0 Neighborly Software 3423 Piedmont Rd. NE, Atlanta, GA 30305\ https://neighborlysoftware.com \ 855-625-9738 We've built a solution that doesn't just meet your requirements but is also flexible and configurable to specific 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 fill-out time, the platform can quickly detect anomalies indicative of fraudulent behavior. Additionally, it flags 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 Fed RAMP 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.gecIdy@neighborlysoftware.com) or phone (404-218-0145) with any questions or comments regarding the RFP. Neighborly yours, ?.hM J. Jason Rusnak I President, Benevate LLC I jason.rusnak@neighborlysoftware.com RFP #871 3 Grant Management Software \ Neighborly Software I pg. 4 Docusign Envelope ID: BF042BF0-1 80E-448D-BB104380B3F98492 RFP #8713 Grant Management Software I Neighborly Software I pg. 5 Docusign Envelope ID: BF042BFO-180E-448D-BBIO-6380B3F98492 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 configured 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: • e • e e 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 configuration within the system. It is important to note that until your advanced system administrator(s) is fully trained and comfortable with the configuration tools, our staff will continue to support and handle any day-to-day configuration 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: '<jY == ' !=/ t i !LSM • • • • • Demonstration of the software to all key stakeholders. Project objectives and software requirements are reviewed Implementation timeEine 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 Kickoff Meeting Configuration Workshops (#1-#4) • Review completed Implementation Guide for each program • Review all data import/export sources, t applicable • Review, discuss and recommend cEient 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. • UsercredentiaEs 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. RFP #8713 Grant Management Software I Neighborly Software I pg. 6 Docusign Envelope ID: BF042BF0-1 80E448D-BB104380B3F98492 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 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 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 Configuration Meeting #4: Reporting/Loans/ Payments Administrator User Training 3'd PartY Training . Conduct one virtual training session for all subrecipients/contractors for each program Following each Configuration 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 Configuration Review #1, we ask administrators to complete at least two applications in the software and allocate a budget to each case. Following Configuration Review #2, administrators will perform role-based functions in the software, including creating suk)recipient 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 specific needs. nIIMONTh 2 MONTH 3MONTH Week Week 2 Week 3 Week 4 Week IO Week 1 Week 12Week 9Week 5 Week 8WeekWeek 6 CONFIGURATION REQUIREMENTS PROi£CT KICX B WORKSHOP P1 I WORKSHOP #2 I WORKSHOP #3 I WORXSHOP 84 9 IQ 9 CONFIGURATION REview #2REVIEW +l REVIEW 83 USER TE£rING IMPORT/ EXPOPr ADMINISTRATOR TRAINING 3RD PARTy TRAINING RFP #8713 Grant Management Software I Neighborly Software I pg. 7 Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 RFP #871 3 Grant Management Software I Neighborly Software I pg Docusign Envelope ID: BF042BF0-1 80E448D-BB104380B3F98492 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 workflow 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 1 (409) 980-7270 1 jes.prince@beaumo nttexas.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 Verification. Contact: Darwin Wade 1 (469) 404-6891 1 daI-win.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 configured 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 1 (254) 750-5670 1 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 efficient 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. RFP #8713 Grant Management Software I Neighborly Software I pg. 9 Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 Product Offering Breakdown Neighborly Software is a SaaS platform hosted in the Microsoft Azure cloud, with data stored in FedRAMP-certified 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 efficiently manage your programs, including applications, participant data, eligibility determination, reporting, and more. With features tailored to the specific needs of your department, this system acts as the backbone for effective program administration and service delivery. !!!!:11111F1bF+ t + II!IFiILIIIIIIE i:ig:IT War uk th 000ELkliUA anah&+qH &uHnnn++q AIPrIIeu tu+old IIne! Pattear,I an F\+ +r +++H IIII MbTa+Wdll HbH FJ;!?!17 !!;iiB?: Y Our portal is WCAG 2.1 AA compliant and can be accessed from any internet-enabled device 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 beneficiary, sub-recipient, and contractor data e Upload and store documents, render agreements RFP #8713 Grant Management Software I Neighborly Software I pg. 10 Docusign Envelope ID: BF042BF0-180E418D-BB104380B3F9&192 • Generate stakeholder notifications and actions required emails • Manage funds from multiple sources efficiently to ensure compliance o Document and store all "case" interactions Reporting and Analytics e View real-time analytics and produce out-of-the-box reports a Create & save ad-hoc reports based on unique queries • Display grant management activities on a map • Extract your data via a direct connection to Snowflake data warehouse Data Security & Compliance • e • @ • Hosted in the cloud by Microsoft Azure – no IT infrastructure required All daEa stored in US FedRAMP certified 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 certified Neighborly Software will ensure that the City’s processes are executed consistently, accurately, and efficiently by providing an efficient platform for managing all aspects of the grant lifecycle, from application to reporting. Our solution is designed to help administrators streamline their workflows, improve efficiency, 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 workflows: Neighborly Software will provide predefined workflows for common grant-related tasks, such as application reviews, grant approvals, and reporting. These workflows can help ensure that all steps are followed consistently, reducing the risk of errors and inconsistencies. Automated notifications and reminders: Neighborly Software can send automated notifications 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. RFP #8713 Grant Management Software I Neighborly Software I pg. 1 1 Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 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. q http,/,bFvrrt\'/are.com N Cao+c+n hI-B bu Repa'rtr.Au4rs Good Afternoon, Elizabeth! CeH Arne! 000 bee#R Cnn tOT hI Frnhbr • Te3t Ape6&PBHlbborrH CHaM A,#nHbPWHP=THeTHetOlII Dan lln13 OuT)hb ?4 bBl&Art 24 laKH AppbcgbP'szcaDI SO 10 b + }0.0 tOStUDIO BABeted la 10SO t+yAcrFeTnbs (1) + X>t42 C+w+U) t Yen ++++4103+8 Noun122)TaPU.y 15 AePh„a SIu_H I m IS a tS eRr+r SeWEll b Id IS HPI 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. A!£#£:?£1Y Weave b Wexxty CaLWS HousIng&rdRxW. Tt+Cwty<fWbdybwMrWbnu!&dKybdn4cH45 Vyw®++$+sHaHIdheInmae&m+M•@&UUdWPB&H8 Q Co#tn•+•nEann8X8++h•t+r au dI apBdBBWlk9elnq Pbahe8eFVH• BaH On Jne R+ld Rehab,WIg tOUt U.JUI PJ&: Scf<e C?rXSt372tIe,tPo+R O ul Lon3 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, RFP #8713 Grant Management Software I Neighborly Software I pg. 12 Docusign Envelope ID: BF042BF0-1 80E'+48D-BB104380B3F9W192 Proposal submission: Grant seekers can submit proposals with relevant documents and attachments through a standardized process, simplifying tracking and review. 000 Housing Rehab/Repair Application Program {>yervten A Applicant Inform•ti08' B EIIgIbIIIty ( Heut•hold H+mb et% D A++•t Inlof n allen [ Intom+lnl$rrn4t IOrI F Pr$+•Ity Infornatlon G R•quIt•d DocsIn•nts Subrnrt APPIICANT A.I. IFat NVTB tO APrII(AHI IHraHH4TtaN EIF A•PLICA•LEt M bBl=naea 3nkv43 OVbs aND JL£ 4Jtcrrbvtr Pha+ M,ntDO L &-o ew ecm other information ahead of submission. Audit Log: Tenant-specific 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. 000 H Dashbalrd Asscls Contractors FuriduB La3ns Q8 \t.IIt,'. In PerIOd of Afford•billty Filter by type- Select Al! [>select All Add notes to audIt log hn I . GOHtAet6 IIt Number of Entries : 230 UnIt Information Updated: Un t Number . g103 9 40073 ) 18 n I Mtv Gt++r+H 9/&/za23 t 121++ 916/X)2) 1 ti FRI 8/1/1023 S t6 Pn Leah Lxvy\ [ OaCUPtINTS III AudI FIt+ RwtewUpdbteIl: Aud t Id . 2. Unit Number . #103, nb N+nbc . Income Ven+when TAIKS ( 1) Audt FIle RevIew Updated Aud t Id . : UnIt Number • 8103. Tab N4#K • Income Vcr fKat on 8 IUqltOIC TI$N04t4 AucBt Rent Roll File RevIew Creat•& AudIt Id . 2. UnIt Nuvbcr Al+rBI R•nt R<a Unit hfamak#It Updat+d: AL€1t Id . 2 UnIt MimIx:r ' 6103 RFP #8713 Grant Management Software I Neighborly Software I pg. 13 Docusign Envelope ID: BF042BFO-180E-448D-BB10-6380B3F98492 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-defined 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 field 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 specifically designed for government grant management'. • Accomplishments - rolls up all the participant demographic data. Also used to track accomplishments submitted by subrecipients 000 H h,hb„.rd A„as Contra,i„t Fw,ding Loans [b Accomplishments Pubt'c Service a&ntl T 201 8 PuNk Service Grants TOTAL HUNgER OF PERSONS ASSISTED Total Nt#v++r el Uniqae Persons AInted thIS thoth APR 1918 HAY :918 IUN 1918 IOL :618 JUN aolf JUL 2919 t 2 S 10 0 S 5 8 65 D 0 athxveIerd btqmcly kbtwIn p+qw8 a3+3t+d('30q AH) 2 : 9 O O 10 O O O : O O O O O O O OMgfa+rdN+gfunvHed w+ware WTLaw NvrMr cJ Law tHorPe 9enanB&HiSe<1 (mepsCh Arq) Nu'yew d 1 bdwgt8 IrKerrw p+eMU a393ted (50\ - BOb AH) • • 0 • • • 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 configured 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 suk)recipients (individual or bulk) RFP #8713 Grant Management Software I Neighborly Software I pg. 14 Docusign Envelope ID: BF042BF0-1 80E448D-BB104380B3F98492 • AFWA Report – tracks duplicate SSNs, Phone numbers, IPs, and email addresses. Also track how long applications take to complete (< 1, < 5, < 1 5, and < 30 minutes) 000 Suspicious Attachments 06RAH Vt CREATED D 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 efficiently 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 fields in Neighborly Software. We pay careful attention to data integrity and consistency during this phase. e RFP #871 3 Grant Management Software I Neighborly Software I pg. 15 Docusign Envelope ID: BF042BFO-180E-448D-BB10-6380B3F98492 • @ a Data Transformation: Data often needs to be transformed or cleaned to fit 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 Impon: With the data now prepared and validated, we proceed with the import process. We use specialized tools and scrIpts to efficiently 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 Verification: We collaborate with you to verify the imported data, allowing you to review and confirm its accuracy within the Neighborly Software platform. Any discrepancies or concerns are promptly addressed and resolved. • e 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 configuration of the software Training: Neighborly Software was designed specifically 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 significantly reduces the amount of initial training and follow-up training required for all stakeholders. Not to worry though, Neighborly Software also offers a significant amount of training specifically designed for administrative users. Our first 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: RFP #8713 Grant Management Software I Neighborly Software I pg. 16 Docusign Envelope ID: BF042BF0-1 80EN448D-BB10-6380B3F98492 RAINING F:fRI i= %'PE Go-Live TraIning Virtua An eight-hour training that walks administrators through all the software’s fu nctionaEity. 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 annua income limits, create new grant years, etc. Thirty-minute online training typically offered to subrectpients/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 All stakeholders (e.g., Administrators, Subrecipients, Developers, specific to their role Reviewers) have access to User Guides that highlight software functionality Advanced Administrator Training Virtua Virtual Subreciptent Training Virtual User Guides Virtua Support Videos Virtual Short instructional videos posted to our online support forum that highlight discreet administrator processes (e.g., how to change annua income limits, how to generate a CAPERs report) User Conference Virtual Netghborly Software will host a two- day user conference that highlights new software functionality, cIEent best practices and emerging trends in government grant rnanagernent 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 suk)recipients, developers, and beneficiaries. 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" RFP #8713 Grant Management Software i Neighborly Software I pg. 17 Docusign Envelope ID: BF042BF0-1 80E-448D-BB104380B3F98492 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 illitiate a helpdesk ticket during support hours by emailing suppolt@neighborlysoftwa re.com. In additIon to our support option, the "Help" icon is available on the bottom right of each page in Neighborly Software. This configurable popup features frequently asked support questions that users can use to request assistance. Each stakeholder (e.g., Administrator, Developer, SuE)recIpient) 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 specific 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 specific configurations and process flows 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. RFP #8713 Grant Management Software I Neighborly Software I pg. 18 Docusign Envelope ID: BF042BFo-180E448D-BBl04380B3r98492 RFP #8713 Grant Management Software I Neighborly Software I pg. 19 Docusign Envelope ID: BF042BF0-1 80E-+48D-BBI04380B3F98492 4. Team Member Qualifications Our team is comprised of highly dedicated professionals with years of experience in their respective fields. 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 efficiencies, 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 trainingf 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: RFP #8713 Grant Management Software I Neighborly Software I pg. 20 Docusign Envelope ID: BF042BF0-180E-448D-BB10-6380B3F98492 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. AREAS OF EXPERTISE WORK HISTORY Neighborly Software Co-founder and President, 2015 – Current Software as a Service • 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. Public Sector and Government Agencies • Strategic direction, goal establishment, budget planning, policy, and procedures Strategic Planning Automatic Data Processing (ADP) Division Vice President, 2010-2015 Business Operations • • 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. Implementation Process and Procedures 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: BF042BFO-180E-448D-BB10-6380B3F98492 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 AREAS OF EXPERTISE Neighborly Software Chief Technology Officer, 2021 – Current Software Development • Responsible for Technology Roadmap, Architecture, Development, QA, SustaIning Engineering, Security and DevOps Public Sector and Americold Logistics Director, 2015-2021 Government Agencies • 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. Information Technology Cloud-Based Applications Intradiem Senior Manager/Director, 2014– 2015 Leadership • 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.Business Intelligence Willis Towers Watson Director, 2008-2016 Implementation Process and • Led/managed geographically diverse and cross-functional software teams to deliver risk management enterprise software. Procedures EDUCATION Master’s Degree Georgia State University Bachelor’s Degree Gujarat University Docusign Envelope ID: BF042BF0-1 80E448D-BB10-6380B3F98492 (-}iana Daughtry Director, Client Success SUIVllVIARY OF ACCOMPLISHMENTS Qiana has 20+ years of experience administering HUD and State funded programs. She is a nationally recognized CDBG and HOME trainer with the National Community Development Association (NCDA). She recognizes the need for effective and user-friendly software and joined the Neighborly Software team to help colleagues work smarter. AREAS OF EXPERTISE WORK HISTORY Program & Project Management Implementation Neighborly Software Director, Client Success, 2020 – Current Onboarding Qiana’s current duties involve maintaining brand awareness, completing the customer project lifecycle from requirement gathering through go live, and assisting with solution development. Training Presentations Organizational Promotion National Community Development Association Trainer, 2018 – present Relationship Facilitation Vendor Relations Specialized training to CDBG and HOME entitlement communities in the areas of regulations, program management and subrecipient training and rnanagernent. Contractor/Sub Contractor Relations Pasco City Operations Manager, 2019 – 2020 Community Engagement Staff Development Responsible for the internal operations of a large, urban community development and housing office that has programs for homeownership rehabilitation, rental development, homelessness, public services, and neighborhood redevelopment funded by federal and state funding. Performance Improvement Workflow Process Creation EDUCATION Bachelor’s Degree University of South Florida Docusign Envelope ID: BF042BFO-180E-448D-BBI04380B3F98492 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. AREAS OF EXPERTISE Software as a Service WORK HISTORY Public Sector and Neighborly Software (Database) Manager, Technology, 2021 – Current Government Agencies Database Administration •Manages day-to-day database administration and operations •Oversees data migration and conversion process for all clients Data Migration and Fiserv Senior SQL Database Administrator, 2020-2021 Consolidation • SQL Server SME for data center migration project, directly responsible for 3 of 24 datacenters being consolidated Database Installation and Maintenance • 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: BF042BF0-1 80E448D-BB10-6380B3F9@192 Af(IRb' CERTII T 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. If SUBRO(,ATION 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). WWT Risk Management Department FE8Nf, E,tr (888) 925-2990 x20834 ) PRODUCER Arthur J Gallagher Risk Management Services, Inc. 47 East Robinson Street Suite 200 Orlando, FL 32801 ]RiB INSURER(S) AFFORDING COVERAGE INSURER A, Zurich-American Insurance Compan: NAIC # INSURED Aspen HR PEO, LLC1676 N California Blvd Ste 400 Walnut Creek, CA 94596 16535 INSURER B : INSURER C : INSURER D : INSURER E : INSURER F 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 COVERAGES CERTIFICATE NUMBER:24CA074 1152065 REVISION NUMBER: COMMERCIAL GENERAL LIABILITY CLAIMS-MADE 1 1 OCCUR EACH OCCURRENCE PREMISES (Ea occurrence: $ $ PERSONAL& ADV INJURY I $ MED EXP (Any one person) 1 S GEN'L AGGREGATE LIMIT APPLIES PER: POLICY [] P($ L] LOC PRODUCTS - COMP/OP AGG GENERAL AGGREGATE 1 $ $ $ $ $ I OTHER: AUTOMOBILE LIABILrrY 0 (Ea accident) ANY AUTO OWNEDAUTOS ONLY HIRED AUTOS ONLY SCHEDULEDAUTOS NON-OWNED AUTOS ONLY BODILY INJURY (Per accident) I $mm––FT :Per accident) B $ BODILY INJURY (Per person) UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS-MADE EACH OCCURRENCE AGGREGATE $ $ $ $ $ $ DED 1 1 RETENTION $WORK’bgATION AND EMPLOYERS' LIABILrrY ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes. describe underDESCRIPTION OF OPERATIONS below A Y/N N/A T 01/01/2025 1 E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYE WC 27-24-558-01 01 /01 /2024 1 ,000,000 1 ,000,000 1 ,000,000E.L. DISEASE - POLICY LIMIT Location Coverage Period:01/01/2024 1 01/01/2025 1 Client# 000340-TX Alt. Emp: Benevate, LLC dba: Neighborly Software ;fIria:g{? i;:PJiii;a:c$}s : :1 Ti ii: $ 111111111(1V g[ oY to CERTIFICATE HOLDER CANCELLATION City of Denton,TX 901-B Texas St Denton, TX 76209 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS ACORD 25 1201 6/03) © 1988-201 5 ACORD CORPORATION. All rights reserved. The ACORD name and loao are reaistered marks of ACORD Docusign Envelope ID: BF042BFO-180E-448D-BB104380B3F98492/p-l At(}RD- CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 12/1 1 /2024 THIS CERTIFICATE IS ISSUED AS A MATTER OFlmN RFvlIAST®l Bl ONLY ANDIEdRFERS NO RIGHTS UPON THE CERTIFImA mRm 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. 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}.mm mp PRODUCER Marsh & McLennan Agency LLC 870 S Pleasantburg DtGreenville SC 29607 E-MAIL ADDRESS I: 864-271-6336 mA [A/C, No MAcertsREQ'!MarshMMA.com iNSURER A, Continental Casualty Compan' o y Compan) INSURER(S) AFFORDING COVERAGE NAIC # 20443 31127INSURED Benevate LLC 3423 Piedmont Rd NE Atlanta GA 30305 INSURER C INSURER D INSURER F INSURER E : 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, COVERAGES CERTIFICATE NUMBER: 1773392694 REVISION NUMBER: CLAIMS-MADE 1 xl OCCUR EACH OCCURRENCE rA PREMISES (Ea occurrence) LIMITS $ 1 ,000,000 MED EXP (Any one person) I $ 10,000 $ 1 ,000,000 PERSONAL & ADV INJURY I $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER X POLICY [] E& [] LOC GENERAL AGGREGATE PRODUCTS - COMP/OP AGG $ 2,000,000 $ $ 2,000,000 OTHER: AUTOMOBILE LIABILITY 0 :Ea accident) ANY AUTO OWNED AUTOS ONLYHIRED AUTOS ONLY $ $ I BODILY INJURY (Per person) em–FT [Per accident) p S UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS-MADE EACH OCCURRENCE AGGREGATE $ $ DED 1 1 RETENTION $ WORKB AND EMPLOYERS' LIABILrrY ANYPROPRIETOR/PARTN ER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes. describe under DESCRIPTION OF OPERATIONS below $ mE–T–T–O–T-FI STATUTE 1 1 ER E.L. EACH ACCIDENT I $Y/N [] NI J!I E.L. DISEASE - EA EMPLOYEEI $ B Cyber Liability and Professional Liability 7941 26908 9/26/2024 9/26/2025 E.L. DISEASE - POLICY LIMIT 1 smi–––-I=noRetention 1 25,000 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE NOTICE WILL BE DELIVERED INTHE EXPIRATION DATE THEREOF ACCORDANCE WITH THE POLICY PROVISIONS City of Denton901-B Texas Street Denton TX 76209 AUTHORIZED REPRESENTAIIVE a}\Lay ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Docusign Envelope ID: BF042BF0-180E448D-BB104380B3F9@192 CONFLICT OF INTEREST QUESTIONNAIRE CONFLICT OF INTEREST QUESTIONNAIRE - For vendor or other person doing business with local governmental end This questionnaire reflects changes made to the law bym 84th Leg., Regular Session. FORM CIQ This questionnaire is being filed in accordance with Chapter 176, Local Govemment 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 2 Benevate, LLC LJ Check this box if you are filing an update to a previously filed questionnaire. (TIle law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7 th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) d Name of local government officer about whom the information in this section is being disclosed. Name of Officer Tbis 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 govemmental entity? [] Yes [] N, 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? n ,“D „„, D.Describe each employment or business and family relationship with the local government officer named in this section 4 5 FR I have no Conflict of Interest to disclose. gb„. a&12/1 1/2024 Signature of vendor doing business with the govemmental entity Date Ddocusign Certificate Of Completion Envelope Id: BF042BF0-1 80E448D-BB10-6380B3F98492 Subject: Please DocuSign: City Council Contract 8713 - Grant Management Sofware Status: Completed Source Envelope: Document Pages: 34 Signatures: 5 Initials: 1Certificate Pages: 6 AutoNav: Enabled Envelope Originator: Christina Dormady 901B Texas Street Envelopeld Stamping: Enabled Time Zone: (UTC-06:00) Central Time (US & Canada) 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 Christina Dormady christina.dormady@cityofdenton.com Buyer City of Denton Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Signature Timestamp Sent: 1/31/2025 9:19:05 AM Viewed: 1/31/2025 9:19:31 AM Signed: 1/31/2025 9:19:51 AM Completed Using IP Address: 198.49.140.10 Lori Hewell lori.hewell@cityofdenton.com Purchasing Manager City of Denton Security Level: Email, Account Authentication (None) Sent: 1/31/2025 9:19:53 AM Viewed: 1/31/2025 12:35:39 PM Signed: 1/31/2025 12:36:52 PM Signature Adoption: Pre-selected Style Using IP Address: 198.49.140.104 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) Sent: 1/31/2025 12:36:55 PM Viewed: 1/31/2025 1 :51 :19 PM Signed: 1/31/2025 1:55:04 PM Signature Adoption: Pre-selected Style Using IP Address: 198.49.140.10 Electronic Record and Signature Disclosure: Not Offered via DocuSign Jason Rusnak Jason.rusnak@neighborlysoftware.com President Benevate Inc Security Level: Email, Account Authentication (None) Sent: 1/31/2025 1 :55:07 PM Viewed: 1/31/2025 3:43:38 PM Signed: 1/31/2025 3:46:42 PM Signature Adoption: Pre-selected Style Using IP Address: 104.200.143.131 Electronic Record and Signature Disclosure: Accepted: 1/31/2025 3:43:38 PM ID: 3b7eea10-a5324726-a58a-0d4e16a463d0 Signer Events Jessica J Williams jessica.jwilliams@cityofdenton.com Chief Financial Officer City of Denton Security Level: Email, Account Authentication (None) Signature Timestamp Sent: 1/31/2025 3:46:45 PM Viewed: 1/31/2025 3:47:39 PM Signed: 1/31/2025 3:47:53 PM 'sWd br I lssia JtMaiaHS .57D4C9696F2F43B Signature Adoption: Pre-selected Style Using IP Address: 104.28.132.141 Signed using mobile Electronic Record and Signature Disclosure: Accepted: 1/31/2025 3:47:39 PM ID: 7c5ddfc7-ff3a218b8-b4d3-9e450539177a Cheyenne Defee cheyenne.defee@cityofdenton.com Procurement Administration Supervisor City of Denton Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Completed Sent: 1/31/2025 3:47:57 PM Viewed: 2/19/2025 8:44:41 AM Signed: 2/19/2025 8:44:51 AM Using IP Address: 198.49.140.10 Sara Hensley sara.hensley@cityofdenton.com City Manager City of Denton Security Level: Email, Account Authentication (None) Sent: 2/19/2025 8:44:53 AM Viewed: 2/1 9/2025 9:25:48 AM Signed: 2/1 9/2025 9:26:24 AM Signature Adoption: Pre-selected Style Using IP Address: 107.77.197.70 Signed using mobile Electronic Record and Signature Disclosure: Not Offered via DocuSign Lauren Thoden lauren.thoden@cityofdenton.com City Secretary Security Level: Email, Account Authentication (None) dlULA£h <3bd&b 'DocuSlgned br Sent: 2/19/2025 9:26:26 AM Viewed: 2/19/2025 1 1 :22:07 AM Signed: 2/1 9/2025 11 :22:29 AM Signature Adoption: Pre-selected Style Using IP Address: 198.49.140.10 Electronic Record and Signature Disclosure: Not Offered via DocuSign In Person Signer Events Signature Status Timestamp Editor Delivery Events Timestamp Agent Delivery Events Status Status Timestamp Intermediary Delivery Events Timestamp Certified Delivery Events Status Status Timestamp Carbon Copy Events Timestamp Sent: 1/31/2025 9:19:54 AM Viewed : 2/1 9/2025 7:40:01 PM Cheyenne Defee cheyenne.defee@cityofdenton.com Procurement Administration Supervisor City of Denton Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Carbon Copy Events Gretna Jones gretna.jones@cityofdenton.com Legal Secretary City of Denton Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Status Timestamp Sent: 1/31/2025 3:47:56 PM Viewed: 2/19/2025 7:07:57 PM City Secretary Office citysecretary@cityofdenton.com Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Sent: 2/19/2025 1 1 :22:34 AM Viewed: 2/19/2025 7:34:53 PM Terrance Jones terrance.jones@cityofdenton.com Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Accepted: 10/8/2024 1 :27:30 PM ID: 45055d6b-a6544ce2-a176-63da21a3ed6b Sent: 2/19/2025 1 1 :22:35 AM Viewed: 2/19/2025 7:29:57 PM Courtney Douangdara courtney.douangdara@cityofdenton .com Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Accepted: 2/1 8/2025 9:36:27 AMID: c5ccde1 f-a9ce21738-9bb4-277462377112 Sent: 2/1 9/2025 1 1 :22:36 AM Viewed: 2/19/2025 6:48:41 PM Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Envelope Sent Certified Delivered Signing Complete Completed Status Timestamps 1/31/2025 9: 19:05 AM 2/19/2025 11 :22:07 AM 2/19/2025 11 :22:29 AM 2/1 9/2025 11 :22:36 AM Hashed/Encrypted Security Checked Security Checked Security Checked Payment Events Status Timestamps Electronic Record and Signature Disclosure 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 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. 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 S ems Browsers (for SENDERS Browsers (for SIGNERS) Windows2000? or WindowsXP? I mlet Explorer 6.0?, Mozilla FireFox 1.0 NetSca1 7.2 (or above Access to a valid email account 800 x 600 minimum Email Screen Resolution Enabled Security Settings • Allow per session cookies •Users accessing the internet behind a Proxy Server must enable HTTP 1.1 settings via roxy 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.