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04th Addendum 03/17/2010 DANNY L. KOLHAGE CLERK OF THE CIRCUIT COURT DA TE: April 5, 2010 TO: Christine Hurley, Director Growth Management Division I -'I f A TTN: Mayra Tezanos Executive Assistant FROM: Isabel C. DeSantis, D. C. At the March 1 7, 2010, Board of County Commissioner's meeting, the Board granted approval and Addendum No.4 to the Software License Agreement between Monroe County and Sungard Public Sector Inc. to upgrade the permitting software, provide onsite training and additional services as necessary to the Building Planning and Environmental Resources and Code Enforcement Departments for a total amount not to exceed $88,000.00. Enclosed is a duplicate original of the above document above for your handling. Should you have any questions please do not hesitate to contact my office. cc: County Attorney File r,'n4-n ce.. ADDENDUM NUMBER FOUR TO CONTRACT BETWEEN MONROE COUNTY AND SUNGARD PUBLIC SECTOR INC. THIS ADDENDUM NUMBER FOUR to the contract between Monroe County (County) and SUNGARD PUBLIC SECTOR INC, formerly SUNGARD PENTAMATION, INC. (Contractor) whose address is 1000 Bysiness ce~, Lake Mary, FL 32746 dated January 14, 1999 is entered into on the ~ay of · , 2010. WITNESSETH: WHEREAS, the County entered into a contract dated January 14, 1999 for software for the building department and for other services in order to become Y2K compliant; and WHEREAS, the contract was amended by addendum (de facto Addendum 1) on July 17, 2002 for an upgrade to the software and for personnel training which services were executed; and WHEREAS, the Contract was amended by Addendum (de facto Addendum 2) to the Software License Agreement on September 19, 2007 in the amount of $48,290 of which $36,290 was expended by County; and WHEREAS, the Contract was changed (de facto Addendum 3) to add an additional $11,050 to the $12,000 which remained unspent pursuant to the County Administrator's purchasing authority providing for additional and changed software and training for a total of $23,050 , the need for which occurred during the implementation of the September 17, 2007 contract Addendum 2; and WHEREAS, the total amount for the additional services under the contract pursuant to Addenda 2 and 3 is $59,340; and WHEREA$, during implementation of Addendum 3 it was determined between County and Contractor that $7,550 of services provided for in Addendum 3 were not needed at this time, but additional and different services are necessary; and WHEREAS, County needs specific services for training in the amount of $7,600 that are required at this time, software in the amount of $7,500 that is required at this time, as well as other non-specified services which may be determined at a later date to fully implement the new software services for the Division of Growth Management; and WHEREAS, Contractor desires to do the work requested; NOW, THEREFORE, the parties agree as follows: 1. Additional duties and tasks are added to the Scope of Work as indicated on the preliminary specification attached as Exhibit A and Sungard Plus Series Professional Services Work Order dated February 19, 2010 attached as Exhibit B. 2. County and Contractor may negotiate additional services or provision of software under this contract by SunGard's Work Order. 3. Compensation to Contractor is increased to a total not to exceed $88,000.00 pursuant to this Addendum 4. 4. All other provisions of the contract between the parties remain in full force and effect. IN WITN"ESS WHEREOF, the parties have executed this Addendum Number 4 as indicated below. ATTEST: DANNYL.KOLHAGE,CLERK ~(!.~ Deputy Clerk BOARD OF COUNTY COMMISSIONERS OFMONROE~.. . ~.~ ayor ylvia J. Murphy WITNESSES: . RD PUBLIC SECTOR, INC. \ (1 ) ~y. 1\1;1 resident Christian Coleman Print Name: VP and Controller, SunGard Public Sector Inc Date: ___31 \':2-( :A::::>la Print Name (2) Print Name o ex: o u w cr; cc: o u- o W --1 ll- W --....1 <.::J L._ 4: t--= '...~ :!:" (-~ " (0 . - ..,"" '.. - M ~ z: Q.. (~) -~ ~L~O "H,...~'~J ::-..; C2 L~~ ::: ;J_J Ct ~d~ <J... c~~ o :i AN M. GRIMSL ASSISTANT' COUNTY ATTORNEY Date J~ 17 - ;;2.(] I CI MONROE COUNTY ATTORNEY APPR 0 AS TO FORM: I ~ D.- C c:::::. -- c::::> C'4 /... \;t ~. ,:~t ,'.' 'II- -"... '=, -,': IJ"i .-r.","~ . " .... W'VNI Sunaardns ~rwn/Dluss8nel . .. · . SUNGMD' December 7, 2009 f?~l1lJ(jJO~ @(?~@Ur?U@&Lil1~ **~ e-m.u*** · grimsley-susan@monroecounty-tl.goV Susan Grimsley Monroe County Building 1200 Truman Avenue Key West, FL 33040 Dear Susan: We have completed the preliminary analysis of your request for modifications to the Cash Receipts vS.2 module. Please refer to the attached D811'ativc based upon our current understanding of your requirements. Pro'eet Name Add Encomp... Reeelpt Fuactlon8llty Based upon this preliminary analysis, Pentamation's cost estimate range to complete this project is as follows: Referenee Project E.tlmate " Detailed Proieet Number Colt Ran.. SaecJ&atton. COlt ACMROOl5 S6.000-7-SOQ n.m -- it This estimate will expire 60 days after the date of this con-espondence. This estimated cost range is presented for planning purposes only. To proceed with this project, we will perfonn an in-depth analysis of your request and provide you with detailed specifications and a fixed project cost. The fee for this is 25% of the maximum project cast listed above and is payable upon delivery of the specifications. The remaining 75% will be due upon the delivery of the software. Note that the detailed specifications cost ia included in the total project cost range. Maintenance for the custom software is available at an additional annual charp. You will have a 45-day period immediately following delivery of the software to work directly with the programmer to test and veritY that it pcrfonns in accordance with the specif1C8tions. Any defects reported during this period will be corrected. After the initial 45-day a period, questions and problem reports must be directed to the help desk. The software must be covered under maintenance 88 of the delivery date in order to receive support after the 4S-day period. Unless otherwise stated above, the terms and conditions of the base Agreement with SunGard Pentamation will apply. SunGard Pentamaaion reserves the right to remove the software for non- payment. ) 'CJ~. ;vII ~ I to €?<.HIJ3/r rJ I~AC;c..*-) cV yl .~ f ,:".a+". v. SUNG... l'rlJic~t # \( \'R()U I:' ,.(~\ i,ino I.f)f) Add Encompass Receipt Functiondlity 'Ino..ue ("unlll)". 1-'1. I )".l.....nl~r 7. 1ft.,9 '11".'0 C ;rinl~I",~ . STATEMENT OF REOUEST The client has requested that functionality be added to the Cash Receipts module which will allow easy access to common fees for use within receipt entry, as well as the addition of two fields for notes to be associated with a receipt. There has also been a request to generate reports by account numbers to enable them to enter the inConnation into their financial application. Ovenfew I SIIIIIIIIJIrV The puIpOllC of this poject is to add common fee pI'OCZllSing to the cash receipt emry prooess, along with generating Cub Receipt n:ports which will enable the users to make the entries into their financial software. Two lines for notes 00 a receipt would also be added. DeRriDtJon The entry of cash receipt infonnation would be the standard process, until the user enters a specific 'miscellaneous' revenue code indicating the processing of a common fee. Upon the entry of a specific, 'miscellaneous' revenue code, a search screen will appear allowing the user to search for and select a fee from the common fees within the system. After selecting a fee, the user will enter a quantity to indicate the multiple of the fee being paid. This quantity will be used in calculating the total amount. (~ The user will have access to two (2) new fields which will allow input of two 2S character notes to be associated with eacb receipt. The receipts generated by the cash receipt entry process will contain the line item details from the ~pt entry screen, as well other pertinent information. For example, a permit receipt will display all of the fees being paid, as well as information reprding the pc:rmjt such as site infonnation, owner and contractor data. This permit receipt is currently generated by the baseline cash receipt processin& however detailed receipts pertaining to other modules are not present. Another example of an 'expanded' receipt would be the Contractor License Receipt. rt would contain applicant information, as well as the individual fees being paid. Miscellaneous receipts would detail the fees paid and the other information gathered at the time the fees are paid. Any other specific receipts and their associated revenue codes will need to be identified. Since the users wiD be usin. reports to transfer the acCounting information to their financial software, it will be neccaary to generate reports which display specific account infonnation for the transactions. This account infonnarion will be used to make manual journal entries in the financial software. Reports to be generated include: Daily Cash Receipts Detail by Account Daily Cash Receipts Detail by Receipt Daily Cash Receipts Detail by Fee ~ ;>Irr'J Jb ) e--;r H I ~ I T ,1 PriV(r ~ if J l~ ) It SUNGARD. IlJ.oicer # \(""R()fJI5 I~c' i,ion I.lN' I )Cl-l-nd",,'r 7. ~IIU9 "US;1I1 ( ;rinl,I~, Add Enco,npass Rece,pt Functionality 'Iullrne (.ullnr~. .... [?ml!JJ~D~ @lP~(fO@&lf[J@OO Please provide a purchase order number for the coat of the analysis, sign and date this letter in the space provided, and return to Sunprd PentamatioD directed to my attention. We need this by DeadlbM! Date so that we may complete the detailed specifications within your timeline. Please feel free to contact me if you have any questions or wish to further dilCUSS the details of this project. Sincerely, ~~ till- . ~r Ll.L-"... Tedd J. OrlowsJcy Sunprd Public Sector, Local Government I authori:ile Sunganl Public Sector to proceed with the programming analysis, detailed specifications and fixed project cost. Project ACMROOl5 - Add Eaeom.... Receipt FunetIonaUty ~~ QWI.sfj f1a. 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Jl. !.. :. f,f i .... 1::1 8 I") ~ !.. II .. f! ~. =1' n if ='tr ; .. 8-;1 If ~~!;. =- ~ ~ a IG'.ii' 1f!J" ~ cil if !I = - Hi = i 1. n ~. III 9 a. o ,,:n ii B o!l R- ~I f ::I ~I .. i"" a '!!J. 0 ~ ~g' J 1 ii .{ :1 i I !it ~ c:.!!" '" 11 0 .. l'l~ n .J i't : t;. -' a i' ~ ii. i If g ., If ~ ~ i'i t! i ~ ,If f !!, S' r ~ ff 1t!J ~ j ~=. ~ i ; ff i g' g' ~ ! B ~ ~ ~__!. = ~ '< if W:r Sf!i j' !' g. I ~ ;; ",II" .. If 9- a.~ Ii g. ;;;. !! a !. -I =l I!!' [J L' CZJ I 1../ >l ~7 ~ .,f; - ~ ~ ~r~ . .s ,0 i ill;'I1If~ II' if" IL Ill' ~,r" .... ! i ( c:r f ':': .' .. (7J I: . ~ a. :! !: ;;- r o .. 8 . ;- " .. r:I >> I fI . . ~ =- o .. ! ~ C'IJ = r ~ !. a. ;- ';1 t ~ ~ rIJ ~. I $I c: S" i III '< ~ f > 9 >-: ~. II ~ . <D I @ r ~ :! g ~ g ~ Q ~ S ~ ~ '-I ;:n th ' ~ G) o <: n r a. : 1:1 tt f .. { .' • e CERTIFICATE OF LIABILITY INSURANCE DATE 05/04 2009/2009IYYYY) aCORD L/ PRODUCER THIS CERTIFICATION IS ISSUED AS A MATTER OF INFORMATION Marsh USA Inc. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE TWO LOGAN SQUARE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR PHILADELPHIA,PA 19103-2797 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Attn:215-246-1000 669365-SUNGA-GAWU-09-10 PENTA GAW INSURERS AFFORDING COVERAGE NAIC# INSURED INSURER A:Liberty Mutual Insurance Company 23043 SUNGARD DATA SYSTEMS INC., ITS COMPANIES AND SUBSIDIARIES INSURER B:N/A N/A 680 E.SWEDESFORD ROAD INSURERc:LibertyInsurance Corporation WAYNE,PA 19087 P 42404 INSURER D: INSURER E: COVERAGES 8 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.AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. NSR ADD'L POLICY EFFECTIVE POLICY EXPIRATION TYPE OF INSURANCE POLICY NUMBER DATE( NYYY) DATE(MM/DD/YYYY) LIMITS LTR INSRC MMIOD A GENERAL LIABILITY TB2-631-508221-049 05/01/2009 05/01/2010 EACH OCCURRENCE $ 1,000,000 DAMAGE TO RENTED X COMMERCIAL GENERAL LIABILITY PREMISES(Ea occurrence) $ 1,000,000 CLAIMS MADE X OCCUR MED EXP(Any one person) $ 10,000 X CONTRACT'AI I IARII ITV PERSONAL&ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 10,000,000 GENERAL AGGREGATE LIMIT APPLIES PER PRO POLICY PRODUCTS-COMP/OP AGG$ 2,000,000 i I JECT I I LOC AUTOMOBILE LIABILITY AS2-631-508221-059 05/01/2009 05/01/2010 A- L . COMBINED SINGLE LIMIT x ANY AUTO (Ea accident) $ 2,000,000 ALLOWNEDAUTOS DEDUCTIBLES: BODILY INJURY $ SCHEDULED AUTOS COMP:$1000 PPT,HIRED PPT, (Per person) X HIRED AUTOS LT TRUCK/$3000 OTHER BODILY INJURY $ X NON-OWNED AUTOS COLL:$1000 PPT,HIRED PPT, (Per accident) X AUTO PHYSICAL DAMAGE LT TRUCK/$3000 OTHER (Per O accident)PERTY DAMAGE $ GARAGE LIABILITY AUTO ONLY-EA ACCIDENT$ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY: AGG $ EXCESS/UMBRELLA LIABILITY EACH OCCURRENCE $ OCCUR CLAIMS MADE AGGREGATE $ DEDUCTIBLE $ RETENTION $ $ C WORKERS COMPENSATION AND WA7-63D-508221-019 (AOS) 6/01/2009 05/01/2010 X I TWOCr faR I IoR - CEMPLOYERS'LIABILITY WC7-631-508221 029 (WI) 05/01/2009 05/01/2010 ANY PROPRIETOR/PARTNER/EXECUTIVE Y/N r , .• E.L.EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? _ (( rryy N :;o:,1 L` , :.� '�'"' ••� �.-• E.L.DISEASE-EA EMPLOYEE$ 1,000,000 SPECIAL PROVISIONS be ownbe under ,-,='i� - _ - E.L.DISEASE-POLICY LIMIT $ 1,000,000 OTHER __ ` ; it i'..,.-� . .-t _ . ..-__---^' DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMEN1T/SPECIAL PROVISIONS MONROE COUNTY BOARD OF COUNTY COMMISSIONERS IS LISTED AS AN ADDITIONAL INSURED. CERTIFICATE HOLDER CLE-002224012-18 CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE MONROE COUNTY BOARD OF EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL COUNTY COMMISSIONERS 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, ATTN:MAYRA TEZANOS 1100 SIMONTON STREET- BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND KEY WEST,FL 33040 UPONUI pDRREETHE INSURER, ITS AGENTS OR REPRESENTATIVES. AO1T O iEUSAPlf1CSENTATIVE ` M O azida. u-a - Mary Radaszewski ACORD 25(2009/01) ©1998-2009 ACORD CORPORATION.All Rights Reserved The ACORD name and logo are registered marks of ACORD