HomeMy WebLinkAboutResolution - 2022-R0404 - Contract 16638 with Neighborly Software for Community Development 9.27.22Resolution No. 2022-RO404
Item No. 5.12
September 27, 2022
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock is hereby authorized and directed to execute
for and on behalf of the City of Lubbock, Service Contract No. 16638 for grant management
software for community development as per RFP 22-16638-KM, by and between the City of
Lubbock and Benevate, Inc. dba Neighborly Software of Atlanta, GA, and related documents.
Said Contract is attached hereto and incorporated in this resolution as if fully set forth herein
and shall be included in the minutes of the City Council.
Passed by the City Council on September 27, 2022
TRAr PAY E MAYOR
ATTEST:
Reb a Garza, City Secre
APPROVED AS TO CONTENT:
APPROVED AS TO FORM:
lli Leisure, Assistant City Attorney
ccdocs/RES.ServiceContract 16638- grant management software for community development
08.31.22
Resolution No. 2022-R0404
Contract 16638
City of Lubbock
Grant Management Software for Community Development
Agreement
This Service Agreement (this "Agreement") is entered into as of the 27th day September of
2022("Effective Date") by and between Benevate, Inc. dba Neighborly Software (the Contractor), and the
City of Lubbock (the "City").
RECITALS
WHEREAS, the City has issued a Request for Proposals 22-16638-KM, Grant Management
Software for Community Development and
WHEREAS, the proposal submitted by the Contractor has been selected as the proposal which best
meets the needs of the City for this service; and
WHEREAS, Contractor desires to perform as an independent contractor to provide Grant
Management Software for Community Development, upon terms and conditions maintained in this
Agreement; and
NOW THEREFORE, for and in consideration of the mutual promises contained herein, the City and
Contractor agree as follows:
City and Contractor acknowledge the Agreement consists of the following exhibits which are
attached hereto and incorporated herein by reference, listed in their order of priority in the event of
inconsistent or contradictory provisions:
1. This Agreement
2. Exhibit A — General Requirements
3. Exhibit B — Best and Final Offer
4. Exhibit C — Insurance Requirements
Scope of Work
Contractor shall provide the services that are specified in Exhibit A. The Contractor shall comply with all
the applicable requirements set forth in Exhibit B and Exhibit C attached hereto.
Article 1
1.1 The contract shall be for a term of one (1) year, with the option of four (4), one
year extensions, said date of term beginning upon formal approval. This Contract will
renew automatically for the additional terms, unless either Party gives 90-day written
notice to terminate the Contract.
1.2 All stated annual quantities are approximations of usage during the time period to be covered
by pricing established by this bid. Actual usage may be more or less. Order quantities will
be determined by actual need. The City of Lubbock does not guarantee any specific amount
of compensation, volume, minimum, or maximum amount of services under this bid and
resulting contract. The Contractor must maintain the insurance coverage required during the
term of this contract including any extensions. It is the responsibility of the Contractor to
ensure that valid insurance is on file with the Purchasing and Contract Management
Department as required by contract or contract may be terminated for non-compliance.
1.3 Prices quoted shall be guaranteed for a period six (6) months upon City approval. The rate
may be adjusted at the City's discretion for the effective change in Consumer Price Index
(CPI) or Product Price Index (PPI), whichever is most appropriate. Further, if the Contractor
can provide documentation for actual charges for material, labor, etc. that demonstrates that
the change in CPI or PPI is not sufficient, the Contractor shall provide such documentation
to the City, and at the City's sole discretion, the contractual rate may be further adjusted. If
agreement regarding a new rate cannot be reached, the City shall terminate at the end of the
current contract period.
1.4 If an adjustment to pricing is granted under this section, the Contractor must provide the
Director of Purchasing and Contract Management written, quarterly documentation to justify
the ongoing adjustment. If no such documentation is timely received, the rate will
automatically revert to the initial, awarded rate.
1.5 The Contractor shall not assign any interest in this Agreement and shall not transfer any
interest in the Agreement, whatsoever, without prior consent of the City.
1.6 All funds for payment by the City under this Agreement are subject to the availability of an
annual appropriation for this purpose by the City. In the event of non -appropriation of funds
by the City Council of the City of Lubbock for the goods or services provided under the
Agreement, the City will terminate the Agreement, without termination charge or other
liability, on the last day of the then -current fiscal year or when the appropriation made for
the then -current year for the goods or services covered by this Agreement is spent, whichever
event occurs first. If at any time funds are not appropriated for the continuance of this
Agreement, cancellation shall be accepted by the contractor on 30 days prior written notice,
but failure to give such notice shall be of no effect and the City shall not be obligated under
this Agreement beyond the date of termination.
1.7 This contract shall remain in effect until the first of the following occurs: (1) the expiration
date, (2) performance of services ordered, or (3) termination of by either party with a 30 day
written notice. The City of Lubbock reserves the right to award the canceled contract to the
next lowest and best bidder as it deems to be in the best interest of the city.
Article 2 Miscellaneous.
2.1 This Agreement is made in the State of Texas and shall for all purposes be construed in
accordance with the laws of said State, without reference to choice of law provisions.
2.2 This Agreement is performable in, and venue of any action related or pertaining to this
Agreement shall lie in, Lubbock, Texas.
2.3 This Agreement and its Exhibits contains the entire agreement between the City and
Contractor and supersedes any and all previous agreements, written or oral, between the
parties relating to the subject matter hereof. No amendment or modification of the terms of
this Agreement shall be binding upon the parties unless reduced to writing and signed by
both parties.
2.4 This Agreement may be executed in counterparts, each of which shall be deemed an original.
2.5 In the event any provision of this Agreement is held illegal or invalid, the remaining
provisions of this Agreement shall not be affected thereby.
2.6 The waiver of a breach of any provision of this Agreement by any parties or the failure of
any parties otherwise to insist upon strict performance of any provision hereof shall not
constitute a waiver of any subsequent breach or of any subsequent failure to perform.
2.7 This Agreement shall be binding upon and inure to the benefit of the parties and their
respective heirs, representatives and successors and may be assigned by Contractor or the
City to any successor only on the written approval of the other party.
2.8 All claims, disputes, and other matters in question between the Parties arising out of or
relating to this Agreement or the breach thereof, shall be formally discussed and negotiated
between the Parties for resolution. In the event that the Parties are unable to resolve the
claims, disputes, or other matters in question within 30 days of written notification from the
aggrieved Party to the other Party, the aggrieved Party shall be free to pursue all remedies
available at law or in equity.
2.9 At any time during the term of the contract, or thereafter, the City, or a duly authorized audit
representative of the City or the State of Texas, at its expense and at reasonable times,
reserves the right to audit Contractor's records and books relevant to all services provided to
the City under this Contract. In the event such an audit by the City reveals any errors or
overpayments by the City, Contractor shall refund the City the full amount of such
overpayments within 30 days of such audit findings, or the City, at its option, reserves the
right to deduct such amounts owing the City from any payments due Contractor.
2.10 The City reserves the right to exercise any right or remedy to it by law, contract, equity, or
otherwise, including without limitation, the right to seek any and all forms of relief in a court
of competent jurisdiction. Further, the City shall not be subject to any arbitration process
prior to exercising its unrestricted right to seek judicial remedy. The remedies set forth herein
are cumulative and not exclusive, and may be exercised concurrently. To the extent of any
conflict between this provision and another provision in, or related to, this do.
2.11 The contractor shall not assign or sublet the contract, or any portion of the contract, without
written consent from the Director of Purchasing and Contract Management. Should consent
be given, the Contractor shall insure the Subcontractor or shall provide proof of insurance
from the Subcontractor that complies with all contract insurance requirements document, this
provision shall control.
2.12 Contractor acknowledges by supplying any Goods or Services that the Contractor has read,
fully understands, and will be in full compliance with all terms and conditions and the
descriptive material contained herein and any additional associated documents and
Amendments. The City disclaims any terms and conditions provided by the Contractor unless
agreed upon in writing by the parties. In the event of conflict between these terms and
conditions and any terms and conditions provided by the Contractor, the terms and conditions
provided herein shall prevail. The terms and conditions provided herein are the final terms
agreed upon by the parties, and any prior conflicting terms shall be of no force or effect.
2.13 Contracts with Companies Engaged in Business with Iran, Sudan, or Foreign Terrorist
Organization Prohibited. Pursuant to Section 2252.152 of the Texas Government Code,
prohibits the City from entering into a contract with a vendor that is identified by The
Comptroller as a company known to have contracts with or provide supplies or service with
Iran, Sudan or a foreign terrorist organization.
2.14 Texas Public Information Act. The requirements of Subchapter J, Chapter 552, Government
Code, may apply to this contract and the contractor or vendor agrees that the contract can be
terminated if the contractor or vendor knowingly or intentionally fails to comply with a
requirement of that subchapter. To the extent Subchapter J, Chapter 552, Government Code
applies to this agreement, Contractor agrees to: (1) preserve all contracting information
related to the contract as provided by the records retention requirements applicable to the
governmental body for the duration of the contract; (2) promptly provide to the governmental
body any contracting information related to the contract that is in the custody or possession
of the entity on request of the governmental body; and (3) on completion of the contract,
either: (A) provide at no cost to the governmental body all contracting information related to
the contract that is in the custody or possession of the entity; or (B) preserve the contracting
information related to the contract as provided by the records retention requirements
applicable to the governmental body.
2.15 No Boycott of Israel. Pursuant to Section 2271.002 of the Texas Government Code, a) This
section applies only to a contract that: (1) is between a governmental entity and a company
with 10 or more full-time employees; and (2) has a value of $100,000 or more that is to be
paid wholly or partly from public funds of the governmental entity. (b) A governmental entity
may not enter into a contract with a company for goods or services unless the contract
contains a written verification from the company that it: (1) does not boycott Israel; and (2)
will not boycott Israel during the term of the contract.
2.16 Texas Government Code 2274. By entering into this Agreement, Contractor verifies that: (1)
it does not, and will not for the duration of the contract, have a practice, policy, guidance,
or directive that discriminates against a firearm entity or firearm trade association or (2)
the verification required by Section 2274.002 of the Texas Government Code does not apply
to the contract. If Contractor is a company with 10 or more full-time employees and if this
Agreement has a value of at least $100,000 or more, Contractor verifies that, pursuant to
Texas Government Code Chapter 2274, it does not have a practice, policy, guidance, or
directive that discriminates against a firearm entity or firearm trade association; and will not
discriminate during the term of the contract against a firearm entity or firearm trade
association.
2.17 Contractor represents and warrants that: (1) it does not, and will not for the duration of the
contract, boycott energy companies or (2) the verification required by Section 2274.002 of
the Texas Government Code does not apply to the contract. If Contractor is a company with
10 or more full-time employees and if this Agreement has a value of at least $100,000 or
more, Contractor verifies that, pursuant to Texas Government Code Chapter 2274, it does
not boycott energy companies; and will not boycott energy companies during the term of the
Agreement. This verification is not required for an agreement where a governmental entity
determines that these requirements are inconsistent with the governmental entity's
constitutional or statutory duties related to the issuance, incurrence, or management of debt
obligations or the deposit, custody, management, borrowing, or investment of funds.
2.18 Confidentiality. The Contractor shall retain all information received from or concerning the
City and the City's business in strictest confidence and shall not reveal such information to
third parties without prior written consent of the City, unless otherwise required by law.
2.19 Indemnify. The Contractor shall indemnify and save harmless the city of Lubbock and its
elected officials, officers, agents, and employees from all suits, actions, losses, damages,
claims, or liability of any kind, character, type, or description, including without limiting the
generality of the foregoing, all expenses of litigation, court costs, and attorney's fees, for
injury or death to any person, or injury to any property, received or sustained by any person
or persons or property, to the extent arising out of, related to or occasioned by, the negligent
acts of the Contractor, its agents, employees, and/or subcontractors, related to the
performance, operations or omissions under this agreement and/or the use or occupation of
city owned property. The indemnity obligation provided herein shall survive the expiration
or termination of this agreement.
-----INTENTIONALLY LEFT BLANK-----
IN WITNESS WHEREOF, the parties hereto have caused this Contract to be executed the
day and year first above written. Executed in triplicate.
CITY OF L B K
Tray Payne, mayor
ATTEST:
R Gana, City Sec-re
APPROVED AS TO CONTENT:
Karen Murfee, Director of Comm ity
Development
APPROVED AS TO FORM:
AlliLeisre, Assistant City Attorney
CONTRACTOR
BY: Lam'
A ``Representativ��Sr\ck
e
j , � aso" 1
Print Name
3 Z3 P lcr- w1b/�-T
Address
-_ 6A -_-� 63aS-
City, State, Zip Code
Exhibit A
City of Lubbock
RFP 22-16638-KM
Grant Reporting Software of Community Development
GENERAL REQUIREMENTS
1. INTENT
This RFP is being issued under guidelines of a High -Technology RFP. This means that failure to
successfully meet all functional requirements may not necessarily disqualify the vendor. Vendors should
take exception to functional specifications that they cannot meet and may offer alternative solutions
and/or additional features in their proposals. Price will not be the only criteria of selection. The City may
choose to select all, part, or none of the vendor's proposal. The City of Lubbock does not guarantee any
specific amount of compensation, volume, minimum, or maximum amount of services under this
proposal and resulting contract.
2. SCOPE OF WORK
City of Lubbock, Community Development is seeking a reliable software system that captures required
grant reporting components and sets up programming/mapping for City of Lubbock, Community
Development. Must be familiar and able to accurately report on components of grant and case
management for the Housing Urban Development (HUD); Community Development Block Grant
(CDBG), Home Investment Partnership Program (HOME) and Emergency Service Grant (ESG). Also,
must be familiar and able to accurately report on components for the Comprehensive Energy Assistance
Program (CEAP) obligation, as well as Low Income Home Energy Assistance Program (LIHEAP)
funded by and reported to the Texas Department of Housing and Community Affairs (TDHCA) to
maintain compliance.
Provider must be able to auto -map services with outcomes, stay up to date with HUD, IDIS and TDHCA
reporting guidelines and requirements, ability to upload reports into format for compliance and maintain
all levels of confidentiality.
Vendor will be on -site and virtual for training purposes and troubleshooting.
City of Lubbock
RFP 22-16638-KM
Grant Management Software for Community Development
Price Proposal Sheet
Description
*Grant Reporting Software for Community Development, as
specified herein, with one year warranty.
Location
Total Cost
UOM
LS
Exhibit B
Benevate Inc, dba
Neighborly Software
Atlanta, GA
$22,000.00
Unit Total
Price Cost
$22,000.00 $22,000.00
Exhibit C
Commercial Liability Requirements: $1 M occurrence i $2M aggregate (can be combined with an Excess
Liability to meet requirement). CGL is required in ALL contracts. It is perhaps the most important of all
insurance policies in a contractual relationship. It insures the Contractor has broad liability coverage for
contractual activities and for completed operations.
Cyber Liability Requirements: $1 M of coverage is needed for Cyber Liability
Technology Errors and Omissions Requirements: $1 M per claim
* The City of Lubbock (including its officials, employees and volunteers) shall be afforded additional insured
status on a primary and non-contributory basis on all liability policies except professional liabilities and
workers' comp.
* Waivers of Subrogation are required for CGL, AL, and WC.
* To Include Products of Completed Operations endorsement.
* Carrier will provide a 30-day written notice of cancellation, 10-day written notice for non-payment.
* Carriers must meet a A.M. Best rating of A- or better.
* Subcontractors must carry same limits as listed above.
CERTIFICATE OF INTERESTED PARTIES FORM 1295
lofl
Complete Nos. 1- 4 and 6 if there are interested parties.
OFFICE USE ONLY
Complete Nos.1, 2, 3, 5, and 6 if there are no interested parties.
CERTIFICATION OF FILING
Certificate Number:
2022-928530
1 Name of business entity filing form, and the city, state and country of the business entity's place
of business.
Benevate Inc
Atlanta, GA United States
Date Filed:
08/31/2022
2 Name of governmental entity or state agency that is'a party to the contract for which the form is
being filed.
City of Lubbock
Date Acknowledged:
08/31/2022
3 Provide the identification number used by the governmental entity or state agency to track or identity the contract, and provide a
description of the services, goods, or other property to be provided under the contract.
16638
Grant Management Software for Community Development
4
Name of Interested Party
City, State, Country (place of business)
Nature of interest
(check applicable)
Controlling
Intermediary
Rusnak, John Jason
Atlanta, GA United States
X
Wilson, Geoffrey
Atlanta, GA United States
X
Behm, Christopher
Atlanta, GA United States
X
5 Check only if there is NO Interested Party. ❑
6 UNSWORN DECLARATION
My name is and my date of birth is
My address is
(street) (city) (state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in County, State of on the day of , 20
(month) (year)
Signature of authorized agent of contracting business entity
(Declarant)
r-vimb piuwuvu uy i exas umcs k.ommission www.etnics.state.mus Version V1.1.191b5cdc
CERTIFICATE OF INTERESTED PARTIES FORM 1295
1of1
Complete Nos. 1- 4 and 6 if there are interested parties.
OFFICE USE ONLY
Complete Nos.1, 2, 3, 5, and 6 if there are no interested parties.
CERTIFICATION OF FILING
Certificate Number:
2022-928530
i Name of business entity filing form, and the city, state and country of the business entity's place
of business.
Benevate Inc
Atlanta, GA United States
Date Filed:
08/31/2022
2 Name of govemmental entity or state agency that is a party to the contract for which the form is
being filed.
City of Lubbock
Date Acknowledged:
3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a
description of the services, goods, or other property to be provided under the contract.
16638
Grant Management Software for Community Development
4
Name of Interested Party
City, State, Country (place of business)
Nature of interest
(check applicable)
Controlling
Intermediary
Rusnak, John Jason
Atlanta, GA United States
X
Wilson, Geoffrey
Atlanta, GA United States
X
Behm, Christopher
Atlanta, GA United States
X
5 Check only if there is NO Interested Party. a
6 UNSWORN DECLARATION
My name is J. Jason Rusnak and my date of birth is
My address is 3652 Mayfair RD Atlanta GA 30342 USA
(street) (city) (state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in Fulton County, state of Georgia on the 7 day of Sept 2022
(month) (year)
dQd�
gn re of authorized agent contracting business entity
(Declarant)
i-orms proviaea oy i exas ttnics t;ommission www.etnics.state.tx.us Version V1.1.191b5cdc
Bill Howerton
Changed On
Description
Before
After
06/21/2022
Approved User ID
[none]
Howerton, Bill
06/21/2022
Completed
No
Yes
06/21/2022
Complete Date
[none]
6/21/2022
06/21/2022
Item Review Status ID
Under Review
Approved
06/21/2022
ItemReviewStatusName
Under Review
Approved
06/21/2022
Passed
No
Yes
06/21/2022
StatusChanged Date
[none]
6/21/2022
Cheryl Brock
Changed On Description Before After
05/27/2022
Professional Liability
0.0000
0
05/27/2022
Geo Rules Caller Type
None
Submittal —Received
05/27/2022
Completed
No
Yes
05/27/2022
Complete Date
(none]
5/27/2022
05/27/2022
Item Review Status ID
Under Review
Approved
05/27/2022
Passed
No
Yes
05/27/2022
Submittal Status ID
Under Review
Approved
09/01/2022
Professional Liability
0.0000
0
09/01/2022
Geo Rules Caller Type
None
Submittal —Received
09/01/2022
Completed
No
Yes
09/01/2022
Complete Date
[none]
9/1/2022
09/01/2022
Item Review Status ID
Under Review
Approved
09/01/2022
Passed
No
Yes
David Robertson
Changed On Description
06/27/2022 Professional Liability
Current Balance Cost of Good/Services
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
Current Balance Cost of Good/Services
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
$40,000.00
Additional Info
Item Review (Assistant City
Manager/CFOtree)
Item Review (Assistant City
Manager/CFOtree)
Item Review (Assistant City
Manager/CFOtree)
Item Review (Assistant City
Manager/CFOtree)
Item Review (Assistant City
Manager/CFOtree)
Item Review (Assistant City
Manager/CFOtree)
Item Review (Assistant City
Manager/CFOtree)
Additional Info
Plan (PUR-2022-16638)
Plan (PUR-2022-16638)
Plan Submittal Item Review (Budget Director)
Plan Submittal Item Review (Budget Director)
Plan Submittal Item Review (Budget Director)
Plan Submittal Item Review (Budget Director)
Plan submittal text: (5/26/2022)
Plan (PUR-2022-16638)
Plan (PUR-2022-16638)
Plan Submittal Item Review (Budget Director)
Plan Submittal Item Review (Budget Director)
Plan Submittal Item Review (Budget Director)
Plan Submittal Item Review (Budget Director)
Before After Current Balance Cost of Good/Services Additional Info
0.0000 0 $40,000.00 Plan (PUR-2022-16638)
September 07, 2022 Page 1 of 6
06/27/2022 Additional Comments [none] Hi David Robertson, Lainey and Jill!
A new Professional Services (IT)
contract proposal has just been
submitted with the following risk
assessment:
PUR-12 # (if applicable): 2022-16638
LP & L Requisition # (if applicable):
Professional Liability IT Level Category:
Level 1 - Training services only
Originating Department: Community
Development
Cost Center Number: 44039
Department: All Others
Submitted By: David Robertson
Contract Location:
Estimated Amount of Possible Damage:
Commercial Liability Requirements: $1M
occurrence / $2M aggregate (can be
combined with an Excess Liability to meet
requirement). CGL is required in ALL
contracts. It is perhaps the most
important of all insurance policies in a
contractual relationship. It insures the
Contractor has broad liability coverage
for contractual activities and for
completed operations.
Commercial General Liability Heavy
Equipment Endorsement: NOT
APPLICABLE
Commercial General Liability Digging
Endorsement: NOT APPLICABLE
Auto Liability Requirements: NOT
APPLICABLE
Workers Compensation Requirements:
NOT APPLICABLE
Cyber Liability Requirements: $1 M of
coverage is needed for Cyber Liability
Technology Errors and Omissions
Requirements: $1M per claim
Crime Protection Coverage Requirements:
NOT APPLICABLE
The City of Lubbock (including its
officials, employees and volunteers) shall
$40,000.00
Plan (PUR-2022-16638)
September 07, 2022 Page 2 of 6
06/27/2022 Geo Rules Caller Type None
be afforded additional insured status on
a primary and non-contributory basis on
all liability policies except professional
liabilities and workers' comp.
* Waivers of Subrogation are required for
CGL, AL, and WC.
* To Include Products of Completed
Operations endorsement.
* Carrier will provide a 30-day written
notice of cancellation, 10-day written
notice for non-payment.
* Carriers must meet a A.M. Best rating of
A- or better.
* Subcontractors must carry same limits
as listed above.
Submittal —Received
Jill MacDougall
Changed On
Description
Before
After
05/27/2022
Professional Liability
0.0000
0
05/27/2022
Geo Rules Caller Type
None
Submittal —Received
05/27/2022
Plan Note added
05/27/2022
Assigned User ID
Morrison, Lainey
MacDougall, Jill
05/27/2022
Completed
No
Yes
05/27/2022
Complete Date
[none]
5/27/2022
05/27/2022
Item Review Status ID
Under Review
Requires Resubmission
05/27/2022
Submittal Status ID
Under Review
Requires Resubmission
06/27/2022
Professional Liability
0.0000
0
06/27/2022
Geo Rules Caller Type
None
Submittal —Received
06/27/2022
Plan Note added
06/27/2022
Assigned User ID
Morrison, Lainey
MacDougall, Jill
06/27/2022
Completed
No
Yes
06/27/2022
Complete Date
[none]
6/27/2022
$40,000.00 Plan (PUR-2022-16638)
Current Balance Cost of Good/Services Additional Info
$40,000.00
Plan (PUR-2022-16638)
$40,000.00
Plan (PUR-2022-16638)
$40,000.00
Plan note text: (Needs insurance portal
response email attached.)
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
$40,000.00
Plan submittal text: (5/26/2022)
$40,000.00
Plan (PUR-2022-16638)
$40,000.00
Plan (PUR-2022-16638)
$40,000.00
Plan note text: (Still needs insurance portal
response email attached.)
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
September 07, 2022
Page 3 of 6
06/27/2022
Item Review Status ID
Under Review
Requires Resubmission
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
06/27/2022
Submittal Status ID
Under Review
Requires Resubmission
$40,000.00
Plan submittal text: (6/27/2022)
07/05/2022
Professional Liability
0.0000
0
$40,000.00
Plan (PUR-2022-16638)
07/05/2022
Geo Rules Caller Type
None
Submittal —Received
$40,000.00
Plan (PUR-2022-16638)
07/05/2022
Plan Note added
$40,000.00
Plan note text: (insurance requirements look
appropriate)
07/05/2022
Assigned User ID
Morrison, Lainey
MacDougall, Jill
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
07/05/2022
Completed
No
Yes
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
07/05/2022
Complete Date
[none]
]
7/5/2022
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
07/05/2022
Item Review Status ID
Under Review
Approved
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
07/05/2022
Passed
No
Yes
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
07/05/2022
Submittal Status ID
Under Review
Approved
$40,000.00
Plan submittal text: (7/5/2022)
09/01/2022
Professional Liability
0.0000
0
$40,000.00
Plan (PUR-2022-16638)
09/01/2022
Geo Rules Caller Type
None
Submittal —Received
$40,000.00
Plan (PUR-2022-16638)
09/01/2022
Plan Note added
$40,000.00
Plan note text: (appears all required insurance
documents are attached)
09/01/2022
Assigned User ID
Seymour, Christal
MacDougall, Jill
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
09/01/2022
Completed
No
Yes
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
09/01/2022
Complete Date
[none]
9/1/2022
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
09/01/2022
Item Review Status ID
Under Review
Approved
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
09/01/2022
Passed
No
Yes
$40,000.00
Plan Submittal Item Review (Risk Management
Coordinator)
09/01/2022
Submittal Status ID
Under Review
Approved
$40,000.00
Plan submittal text: (8/31/2022)
Karen Murfee
Changed On
Description
Before
After
Current Balance Cost of Good/Services
Additional Info
05/17/2022
Plan added
$40,000.00
Plan (PUR-2022-16638)
05/17/2022
Plan workflow status change
Department Head v.1 Auto Received:
$40,000.00
Plan (PUR-2022-16638)
05/17/2022
Plan workflow status change
Assistant City Manager/CFO v.1 Auto
$40,000.00
Plan (PUR-2022-16638)
Received :
September 07, 2022 Page 4 of 6
05/17/2022
Scope
[none]
City of Lubbock, Community Development
$40,000.00
is seeking a reliable software system
that captures required grant reporting
components and sets up
programming/mapping for City of
Lubbock, Community Development. Must
be familiar and able to accurately report
on components of grant and case
management for the Housing Urban
Development (HUD); Community
Development Block Grant (CDBG), Home
Investment Partnership Program (HOME)
and Emergency Service Grant (ESG).
Also, must be familiar and able to
accurately report on components for the
Comprehensive Energy Assistance
Program (CEAP) obligation, as well as
Low Energy Home Energy Assistance
Program (LIHEAP) funded by and
reported to the Texas Department of
Housing and Community Affairs (TDHCA)
to maintain compliance.
Provider must be able to auto -map
services with outcomes, stay up to date
with HUD, IDIS and TDHCA reporting
guidelines and requirements, ability to
upload reports into format for compliance
and maintain all levels of confidentiality.
Vendor will be on -site and virtual for
training purposes and troubleshooting.
05/25/2022
AssignedTo
Alvarez, Marta
[none]
$40,000.00
05/25/2022
Professional Liability
0.0000
0
$40,000.00
05/25/2022
Geo Rules Caller Type
None
Submittal —Received
$40,000.00
05/25/2022
Plan Submittal added
$40,000.00
05/25/2022
Start Date
[none]
5/25/2022
$40,000.00
05/25/2022
Workflow Status
Not Started
Started
$40,000.00
05/25/2022
Professional Liability
0.0000
0
$40,000.00
05/25/2022
Geo Rules Caller Type
None
Submittal_ Received
$40,000.00
05/25/2022
Complete Date
[none]
5/25/2022
$40,000.00
05/25/2022
Plan Workflow Step Action d,
$40,000.00
05/25/2022
Assigned User ID
Alvarez, Marta
Howerton, Bill
$40,000.00
05/25/2022
Completed
No
Yes
$40,000.00
Plan (PUR-2022-16638)
Plan (PUR-2022-16638)
Plan (PUR-2022-16638)
Plan (PUR-2022-16638)
Plan submittal text: (5/25/2022)
Plan workflow step action text: (Budget
Director)
Plan workflow step action text: (Budget
Director)
Plan (PUR-2022-16638)
Plan (PUR-2022-16638)
Plan submittal text: (5/17/2022)
Plan Submittal Item Review (Purchasing
Approval)
Plan Submittal Item Review (Assistant City
Manager/CFOtree)
Plan Submittal Item Review (Assistant City
Manager/CFOtree)
September 07, 2022 Page 5 of 6
05/25/2022
Complete Date
[none]
5/25/2022
$40,000.00
Plan Submittal Item Review (Assistant City
Manager/CFOtree)
05/25/2022
Item Review Status ID
Under Review
Not Required
$40,000.00
Plan Submittal Item Review (Assistant City
Manager/CFOtree)
05/25/2022
Passed
No
Yes
$40,000.00
Plan Submittal Item Review (Assistant City
Manager/CFOtree)
05/25/2022
Submittal Status ID
Under Review
Approved
$40,000.00
Plan submittal text: (5/17/2022)
05/25/2022
Plan Submittal added
$40,000.00
Plan submittal text: (5/25/2022)
05/25/2022
Start Date
[none]
5/25/2022
$40,000.00
Plan workflow step action text: (Risk
Management Coordinator)
05/25/2022
Workflow Status
Not Started
Started
$40,000.00
Plan workflow step action text: (Risk
Management Coordinator)
05/25/2022
Completed
No
Yes
$40,000.00
Plan Submittal Item Review (Budget Director)
05/25/2022
Complete Date
[none]
5/25/2022
$40,000.00
Plan Submittal Item Review (Budget Director)
05/25/2022
Item Review Status ID
Under Review
Not Required
$40,000.00
Plan Submittal Item Review (Budget Director)
05/25/2022
Passed
No
Yes
$40,000.00
Plan Submittal Item Review (Budget Director)
05/25/2022
Submittal Status ID
Under Review
Approved
$40,000.00
Plan submittal text: (5/25/2022)
05/25/2022
Plan Workflow Step Action ai
$40,000.00
Plan workflow step action text: (Budget
Director)
05/25/2022
Professional Liability
0.0000
0
$40,000.00
Plan (PUR-2022-16638)
05/25/2022
Geo Rules Caller Type
None
Submittal_ Received
$40,000.00
Plan (PUR-2022-16638)
05/25/2022
Submittal Status ID
Under Review
Approved
$40,000.00
Plan submittal text: (5/17/2022)
08/18/2022
Professional Liability
0.0000
0
$40,000.00
Plan (PUR-2022-16638)
08/18/2022
Geo Rules Caller Type
None
Submittal —Received
$40,000.00
Plan (PUR-2022-16638)
08/18/2022
Plan Review Team Member;
$40,000.00
08/18/2022
Plan Review Team Member;
$40,000.00
08/18/2022
Plan Review Team Member;
$40,000.00
08/18/2022
Plan Review Team Member.
$40,000.00
08/18/2022
Assigned User ID
Steiwig, Jarrett
Brown, James
$40,000.00
Plan Submittal Item Review (IT Director)
08/18/2022
Due Date
[none]
6/2/2022
$40,000.00
Plan Submittal Item Review (IT Director)
08/23/2022
Professional Liability
0.0000
0
$40,000.00
Plan (PUR-2022-16638)
08/23/2022
Row 1 added to table Evalua
$40,000.00
Plan (PUR-2022-16638)
08/23/2022
Row 2 added to table Evalua
$40,000.00
Plan (PUR-2022-16638)
08/23/2022
Row 3 added to table Evalua
$40,000.00
Plan (PUR-2022-16638)
08/23/2022
Row 4 added to table Evalua
$40,000.00
Plan (PUR-2022-16638)
08/23/2022
Geo Rules Caller Type
None
Submittal —Received
$40,000.00
Plan (PUR-2022-16638)
September 07, 2022 Page 6 of 6