HomeMy WebLinkAboutP-23-008 Benevate Inc- Neighborly Software.pdf coU�� County of Fresno
INTERNAL SERVICES DEPARTMENT
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PROCUREMENT AGREEMENT
Agreement Number P-23-008
June 16, 2023
Benevate, Inc. d/b/a Neighborly Software
3423 Piedmont Road
Atlanta, Ga 30305
The County of Fresno (County) hereby contracts with Benevate, Inc. d/b/a Neighborly Software
(Contractor)to provide Software as a Service for Community Development in accordance with the text of
this Agreement, Exhibit A"Description of Minimum Software Capabilities," Exhibit B "Rates & Billing
Information," Exhibit C "Termination of Services and Data Destruction Policy," and Exhibit D "Data
Security," by this reference made a part hereof.
TERM: This Agreement shall become effective upon execution and shall remain in effect for a period of
five (5)years.
MINIMUM ORDERS: There is an annual minimum license requirement of three (3) licenses; there shall
be no minimum order quantity for any other service. The County reserves the right to increase or
decrease orders or quantities.
CONTRACTOR'S SERVICES: Contractor shall provide the services as described in Exhibit A and Exhibit
B, attached, at the rates set forth in Exhibit B.
ORDERS: Orders will be placed on an as-needed basis by Department of Public Works and Planning,
Community Development Division under this contract.
PRICES: Prices shall be firm for the contract period.
MAXIMUM: In no event shall compensation paid for services performed and/or fees paid under this
Agreement be in excess of One Hundred Seventy-Five Thousand Dollars ($175,000.00).
ADDITIONAL ITEMS: The County reserves the right to negotiate additional items to this Agreement as
deemed necessary. Such additions shall be made in writing and signed by both parties.
DELIVERY: The F.O.B. Point shall be the destination within the County of Fresno. All orders shall be
delivered complete as specified. All orders placed before Agreement expiration shall be honored under
the terms and conditions of this Agreement.
DEFAULT: In case of default by Contractor, the County may procure the articles/services from another
source and may recover the loss occasioned thereby from any unpaid balance due the Contractor or by
any other legal means available to the County. The prices paid by County shall be considered the
prevailing market price at the time such purchase is made. Inspection of deliveries or offers for delivery,
which do not meet specifications, will be at the expense of Contractor.
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Benevate, Inc. d/b/a Neighborly Software
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INVOICING: An itemized invoice shall be sent to requesting County department in accordance with
invoicing instructions included in each order referencing this Agreement. The Agreement number must
appear on all shipping documents and invoices. Invoice terms shall be Net 45 Days.
INVOICE TERMS: Net forty-five (45) days from the receipt of invoice.
TERMINATION: The County reserves the right to terminate this Agreement upon thirty (30)days written
notice to the Contractor. In the event of such termination, the Contractor shall be paid for satisfactory
services or supplies provided to the date of termination. In the event of termination for convenience, the
County is not entitled to any refund of any unused portion of the term. Upon written notice of termination,
the terms of Exhibit C "Termination of Services and Data Destruction Policy" are triggered.
EFFECT OF TERMINATION: Upon the termination of this Agreement, Contractor shall disable the
County's website portal and provide the County with a final extract of the County Data via the Secure File
Transfer Protocol (SFTP), within a reasonable time, not to exceed thirty (30) days from the date of the
termination. The extraction and transfer of the County Data (defined as any non-public, personal
information provided by the County to the Contractor to enable the provision of services)will be provided
without charge and without any conditions or contingencies whatsoever(including but not limited to the
payment of any fees due to Contractor).
In accordance with Exhibit C, within thirty (30) days from the date of the final extraction and transfer of the
County Data via the SFTP, the Contractor shall provide County with a Termination of Services and Final
Data Destruction Notice, which will provide the details regarding termination of services and final data
destruction. Final destruction of County Data will occur forty-five (45) days after the final extraction and
transfer via the SFTP. The County acknowledges and agrees that the Contractor has no obligations
whatsoever with regard to the County Data following the final destruction. The Contractor will provide the
County with a Certification of Data Destruction when the County Data has been permanently deleted in
accordance with this subsection. This Section shall survive the termination of this Agreement.
LAWS AND REGULATIONS: The Contractor shall comply with all laws, rules and regulations whether
they be Federal, State or municipal, which may be applicable to Contractor's business, equipment and
personnel engaged in service covered by this Agreement.
AUDITS AND RETENTION: Terms and conditions set forth in the agreement associated with the
purchased goods are incorporated herein by reference. In addition, the Contractor shall maintain in good
and legible condition all books, documents, papers, data files (excluding Customer Data, as defined in
Exhibit C and noted in Effect of Termination above), and other records related to its performance under
this contract. Such records shall be complete and available to Fresno County, the State of California, the
federal government or their duly authorized representatives for the purpose of audit, examination, or
copying during the term of the contract and for a period of at least three years following the County's final
payment under the contract or until conclusion of any pending matter(e.g., litigation or audit), whichever
is later. Such records must be retained in the manner described above until all pending matters are
closed.
1. CONFIDENTIALITY: PROPRIETARY RIGHTS
"Confidential Information" means all information, in oral, written, machine readable, sample or any other
form, that either Party discloses ("Discloser")to the other("Recipient") relating to the business of
Discloser, whether furnished before or after the Effective Date of this Agreement, including, without
limitation, information related to County Data, proprietary business practices, policies, finances,
procedures, sales, liabilities, markets, strategies, concepts, methods or employees, that is not generally
ascertainable from public or published information or sources, and all analyses, compilations, data,
studies, notes, memoranda or other documents prepared by Discloser based on such Confidential
Information. "Confidential Information" expressly excludes this Agreement, and the contents of this
Agreement.
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Benevate, Inc. d/b/a Neighborly Software
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a. Duty Not to Disclose Confidential Information. In connection with the Agreement, Recipient, and
its employees and agents, may have access to the Confidential Information of the Discloser.
Recipient shall, and shall ensure that its employees and agents shall, keep the Confidential
Information of the Discloser in strict confidence and use it only for the purpose of performing its
duties under this Agreement. Recipient will not directly or indirectly disclose, publish,
disseminate, make available or otherwise communicate in any way, to any third person not
having a need to know in order to perform its duties under this Agreement, any Confidential
Information of the Discloser, without the Discloser's prior written consent. Recipient will have
appropriate safeguards in place within its organization to restrict access to Confidential
Information to only those individuals as needed in connection with the performance of this
Agreement. Recipient will take care of Confidential Information using at least the same standard
of care it would use with its own confidential information, but in no event shall Recipient use less
than reasonable care in protecting such Confidential Information.
b. Mandatory Disclosures.
(i) Notwithstanding the foregoing, this Agreement, including its contents, shall be subject to
public disclosure by County subject to the Ralph M. Brown Act, (Government Code Section
54950 et seq.), the California Public Records Act(Government Code section 7920.000 et.
seq.), and all other applicable laws pertaining to disclosure by public entities, and County
shall not be limited in any manner whatsoever with respect to its public disclosure of this
Agreement, including the contents of this Agreement.
(ii) In the event that Recipient is required by a binding order of a governmental agency or court
of competent jurisdiction to disclose any Confidential Information of the Discloser, it shall, if
legally permitted, provide the Discloser with prompt written notice (via e-mail that is
acknowledged as received) to allow the Discloser an opportunity to appear and object prior to
Recipient's compliance with requested disclosure. The written notice shall provide Discloser
with sufficient information describing the content of the information to be disclosed. If such
objection is unsuccessful, then Recipient shall produce only such Confidential Information as
is required by the court order or governmental action.
C. Contractor shall own and retain all right, title and interest in and to (a)the Services and
Software, all improvements, enhancements, or modifications thereto, (b) any software,
applications, inventions, or other technology developed in connection with implementation of
services or support, and (c)all intellectual property rights related to any of the foregoing.
d. Notwithstanding anything to the contrary, Contractor shall have the right to collect and analyze
data and other information relating to the provision, use and performance of various aspects of
the Services and related systems and technologies (including, without limitation, information
concerning County Data and data derived therefrom), and Contractor will be free (during and
after the term hereof)to (i) use such information and data to improve and enhance the Services
and (ii)disclose such data solely in aggregate or other de-identified form in connection with its
business.
2. WARRANTY AND DISCLAIMER
a. Contractor Warranty. Contractor represents and warrants the following: (a)the Documentation
sufficiently describes features, functionality, and operation of the Software as applicable; (b)the
Software, as applicable, conforms to the Documentation and is free from defects in material and
workmanship; (c)the Software does not contain any viruses or other malicious threats,
programs, features, or devices ("Viruses")that could harm County, and Contractor uses
commercially reasonable efforts to prevent and eradicate such Viruses. Furthermore, consistent
with prevailing industry standards, Contractor shall maintain the Software in a manner which
minimizes errors and interruptions and shall perform the Services in a professional and
workmanlike manner. Notwithstanding the foregoing, the Software may be temporarily
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June 16, 2023
unavailable for scheduled maintenance or for unscheduled emergency maintenance, or because
of other causes beyond Contractor's reasonable control, but Contractor shall use reasonable
efforts to provide advance notice in writing or by e-mail of any scheduled service disruption.
b. Loss of Data. In the event of any act, error or omission, negligence, misconduct, or breach that
compromises or is suspected to compromise the security, confidentiality, or integrity of County
Data or the physical, technical, administrative, or organizational safeguards put in place by
Contractor that relate to the protection of the security, confidentiality, or integrity of County Data,
Contractor shall, as applicable: (i) notify County as soon as practicable but no later than twenty-
four(24) hours of becoming aware of such occurrence; (ii) cooperate with County in
investigating the occurrence, including making available all relevant records, logs, files, data
reporting, and other materials required to comply with applicable law or as otherwise required by
County; and (iii) in the case of Personally Identifiable Information (PII), at County's sole election,
notify the individuals whose PH was compromised as soon as practicable but no later than is
required to comply with applicable law, or, in the absence of any legal requirement, within five
(5) calendar days of the occurrence; and/or(iv) perform or take any other actions required to
comply with all applicable laws as a result of the occurrence.
C. Disclaimer. Except as expressly set forth in this agreement and to the maximum extent permitted
by applicable law, the software and services are provided "as is" and Contractor disclaims all
warranties, express or implied, including, but not limited to, implied warranties of merchantability
and fitness for a particular purpose. Contractor does not warrant that the services will be error-
free or uninterrupted or make any warranties as to the results that may be obtained from use of
the software and services. The limited warranties provided herein are the sole and exclusive
warranties provided to County in connection with the provision of the software and services.
LIABILITY: The Contractor agrees to:
Pay all claims for damage to property in any manner arising from Contractor's operations under this
Agreement.
Contractor will indemnify, defend, and hold harmless the County against all claims, suits and actions
asserted against the County for liabilities, damages and costs, including reasonable attorneys' fees,
incurred in the defense of any claim brought against County alleging that any Software or Services
infringes or misappropriates a U.S. registered patent right, trademark, or copyright (an "Infringement
Claim"), provided Contractor is promptly notified of any and all threats, claims, and proceedings related
thereto and given reasonable assistance and the opportunity to assume sole control over defense and
settlement. County shall not settle or compromise such Infringement Claim without the express written
consent of the Contractor.
Contractor's indemnity obligation under this Section shall not extend to claims that arise from:
1. An unauthorized modification of the Software or Services by County where the Software or
Services would not be infringing without such modifications;
2. Customized portions of the Services designed in accordance with written specifications provided
by County where the Software or Services would not be infringing but for Contractor's
compliance with such written specifications;
3. The failure of County to install an update to the Software or Services provided by Contractor that
would have avoided the actual or alleged infringement;
4. The combined use by County of the Software or Services with other components, products, or
services not provided by Contractor where the Software or Services would not be infringing but
for such combination; and/or
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Benevate, Inc. d/b/a Neighborly Software
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5. Workflows, analytic applications, algorithms, or other applications or programming built by
County or created by or on behalf of County without Contractor's approval.
Contractor further agrees to indemnify, defend, and hold harmless County, its officers, agents and
employees from any and all claims or liability for death, personal injury, or property damage, including
costs, expenses (including attorney's fees and costs), causes of action, claims or judgments incurred by
the County or resulting from the Contractor's performance or failure to perform in providing the Services
under this Agreement.
LIMITATION OF LIABILITY: Notwithstanding anything to the contrary, except for liability resulting from (1)
a party's breach of its confidentiality obligations; (2) a party's indemnification obligations; or(3) a party's
willful misconduct or fraud, in no event shall either party be responsible or liable for any incidental,
special, exemplary, punitive or consequential damages (including but not limited to legal fees and
expenses), whether foreseeable or unforeseeable, that may arise out of or in connection with this
agreement under any theory including but not limited to breach of contract, breach of warranty or
negligence. Except for liability resulting from (1) a party's breach of its confidentiality obligations; (2) a
party's indemnification obligations; or(3) a party's willful misconduct or fraud, in no event will the
aggregate liability of either party exceed the greatest amount of the fees paid or owed by either party
under this agreement during the twelve (12) months immediately preceding the event giving rise to the
claim. The limitations in this section formed a basis for enabling each party to offer and accept the terms
herein.
INSURANCE: Without limiting the County's right to obtain indemnification from Contractor or any third
parties, Contractor, at its sole expense, shall maintain in full force and effect, the following insurance
policies or a program of self-insurance, including but not limited to, an insurance pooling arrangement or
Joint Powers Agreement (JPA)throughout the term of the Agreement:
A. Commercial General Liability: Commercial General Liability Insurance with limits of not less than One
Million Dollars ($1,000,000.00) per occurrence and an annual aggregate of Two Million Dollars
($2,000,000.00). This policy shall be issued on a per occurrence basis. County may require specific
coverage including completed operations, product liability, contractual liability, Explosion-Col lapse-
Underground, fire legal liability or any other liability insurance deemed necessary because of the
nature of the contract.
B. Automobile Liability: Non-Owned and Hired Autos with limits of not less than One Million Dollars
($1,000,000.00) per accident for bodily injury and for property damages. Coverage should include any
auto used in connection with this Agreement.
C. Professional Liability: If Contractor employs licensed professional staff, (e.g., Ph.D., R.N., L.C.S.W.,
M.F.C.C.) in providing services, Professional Liability Insurance with limits of not less than One Million
Dollars ($1,000,000.00) per occurrence, Three Million Dollars ($3,000,000.00)annual aggregate.
D. Worker's Compensation: A policy of Worker's Compensation insurance as may be required by the
California Labor Code.
E. Technology Professional Liability: Technology professional liability(errors and omissions) insurance
with limits of not less than Two Million Dollars ($2,000,000) per occurrence. Coverage must
encompass all of Contractor's obligations under this Agreement, including but not limited to claims
involving Cyber Risks.
F. Cyber Liability: Cyber liability insurance with limits of not less than Two Million Dollars ($2,000,000)
per occurrence. Coverage must include, but not be limited to, claims involving Cyber Risks. The cyber
liability policy must be endorsed to cover the full replacement value of damage to, alteration of, loss
of, or destruction of intangible property (including but not limited to information or data)that is in the
care, custody, or control of Contractor.
Definition of Cyber Risks: "Cyber Risks" include but are not limited to (i) Security Breaches, which
may include Disclosure of Personal Information to an Unauthorized Third Party; (ii) breach of any of
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CONTRACTOR's obligations under Exhibit D to this Agreement, "Data Security"; (iii) infringement of
intellectual property, including but not limited to infringement of copyright, trademark, and trade dress;
(iv) invasion of privacy, including release of private information; (v) information theft; (vi) damage to or
destruction or alteration of electronic information; (vii) extortion related to Contractor's obligations
under this Agreement regarding electronic information, including Personal Information; (viii) network
security; (ix) data breach response costs, including Security Breach response costs; (x) regulatory
fines and penalties related to Contractor's obligations under this Agreement regarding electronic
information, including Personal Information; and (xi) credit monitoring expenses. Capitalized terms in
this paragraph have the meaning given to them in Exhibit D, "Data Security."
Additional Requirements Relatinq to Insurance:
Contractor shall obtain endorsements to the Commercial General Liability insurance naming the County
of Fresno, its officers, agents, and employees, individually and collectively, as additional insured, but only
insofar as the operations under this Agreement are concerned. Such coverage for additional insured shall
apply as primary insurance and any other insurance, or self-insurance, maintained by County, its officers,
agents and employees shall be excess only and not contributing with insurance provided under
Contractor's policies herein. This insurance shall not be cancelled or changed without a minimum of thirty
(30)days advance written notice given to County.
Contractor hereby waives its right to recover from County, its officers, agents, and employees any
amounts paid by the policy of worker's compensation insurance required by this Agreement. Contractor is
solely responsible to obtain any endorsement to such policy that may be necessary to accomplish such
waiver of subrogation, but Contractor's waiver of subrogation under this paragraph is effective whether or
not Contractor obtains such an endorsement.
Within Thirty (30)days from the date Contractor signs and executes this Agreement, Contractor shall
provide certificates of insurance and endorsement as stated above for all of the foregoing policies, as
required herein, to the County of Fresno, Department of Public Works and Planning, Community
Development Division, Attn: Principal Planner, 2220 Tulare Street, 6t" Floor, Fresno, CA 93721,
stating that such insurance coverage have been obtained and are in full force; that the County of Fresno,
its officers, agents and employees will not be responsible for any premiums on the policies; that such
Commercial General Liability insurance names the County of Fresno, its officers, agents and employees,
individually and collectively, as additional insured, but only insofar as the operations under this
Agreement are concerned; that such coverage for additional insured shall apply as primary insurance and
any other insurance, or self-insurance, maintained by County, its officers, agents and employees, shall be
excess only and not contributing with insurance provided under Contractor's policies herein; and that this
insurance shall not be cancelled or changed without a minimum of thirty (30)days advance, written notice
given to County. Certificates of Insurance are to include the contract number at the top of the first
page. In lieu of mailing, insurance documents may be emailed to ComDev(&-fresnocountyca.gov.
In the event Contractor fails to keep in effect at all times insurance coverage as herein provided, the
County may, in addition to other remedies it may have, suspend or terminate this Agreement upon the
occurrence of such event.
All policies shall be with admitted insurers licensed to do business in the State of California. Insurance
purchased shall be purchased from companies possessing a current A.M. Best, Inc. rating of A FSC VII or
better.
COMING ON COUNTY PROPERTY TO DO WORK: Contractor agrees to provide maintain and furnish
proof of Comprehensive General Liability Insurance with limits of not less than $500,000 per occurrence.
INDEPENDENT CONTRACTOR: In performance of the work, duties and obligations assumed by
Contractor under this Agreement, it is mutually understood and agreed that Contractor, including any and
all of Contractor's officers, agents, and employees will at all times be acting and performing as an
independent contractor, and shall act in an independent capacity and not as an officer, agent, servant,
employee,joint venturer, partner, or associate of the County. Furthermore, County shall have no right to
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control or supervise or direct the manner or method by which Contractor shall perform its work and
function. However, County shall retain the right to administer this Agreement so as to verify that
Contractor is performing its obligations in accordance with the terms and conditions thereof. Contractor
and County shall comply with all applicable provisions of law and the rules and regulations, if any, of
governmental authorities having jurisdiction over matters the subject thereof.
Because of its status as an independent contractor, Contractor shall have absolutely no right to
employment rights and benefits available to County employees. Contractor shall be solely liable and
responsible for providing to, or on behalf of, its employees all legally-required employee benefits. In
addition, Contractor shall be solely responsible and save County harmless from all matters relating to
payment of Contractor's employees, including compliance with Social Security, withholding, and all other
regulations governing such matters. It is acknowledged that during the term of this Agreement, Contractor
may be providing services to others unrelated to the County or to this Agreement.
NON-ASSIGNMENT: Neither party shall assign, transfer or sub-contract this Agreement nor their rights
or duties under this Agreement without the written consent of the other party.
AMENDMENTS: This Agreement constitutes the entire Agreement between the Contractor and the
County with respect to the subject matter hereof and supersedes all previous negotiations, proposals,
commitments, writings, advertisements, publications, Request for Proposals, Bids and understandings of
any nature whatsoever unless expressly included in this Agreement. This Agreement supersedes any and
all terms set forth in Contractor's invoice. This Agreement may be amended only by written addendum
signed by both parties.
INCONSISTENCIES: In the event of any inconsistency in interpreting the documents which constitute
this Agreement, the inconsistency shall be resolved by giving precedence in the following order of priority:
(1)the text of this Agreement(excluding Exhibits); (2) Exhibits A-D.
GOVERNING LAWS: This Agreement shall be construed, interpreted and enforced under the laws of the
State of California. Venue for any action shall only be in County of Fresno.
ELECTRONIC SIGNATURES: The parties agree that this Agreement may be executed by electronic
signature as provided in this section.
A. An "electronic signature" means any symbol or process intended by an individual signing this
Agreement to represent their signature, including but not limited to (1) a digital signature; (2) a faxed
version of an original handwritten signature; or(3) an electronically scanned and transmitted (for
example by PDF document) of a handwritten signature.
B. Each electronic signature affixed or attached to this Agreement(1) is deemed equivalent to a valid
original handwritten signature of the person signing this Agreement for all purposes, including but not
limited to evidentiary proof in any administrative or judicial proceeding, and (2) has the same force
and effect as the valid original handwritten signature of that person.
C. The provisions of this section satisfy the requirements of Civil Code section 1633.5, subdivision (b), in
the Uniform Electronic Transaction Act (Civil Code, Division 3, Part 2, Title 2.5, beginning with section
1633.1).
D. Each party using a digital signature represents that it has undertaken and satisfied the requirements
of Government Code section 16.5, subdivision (a), paragraphs (1)through (5), and agrees that each
other party may rely upon that representation.
This Agreement is not conditioned upon the parties conducting the transactions under it by electronic
means and either party may sign this Agreement with an original handwritten signature.
Please acknowledge your acceptance by returning all pages of this Agreement to my office via email or
USPS.
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Benevate, Inc. d/b/a Neighborly Software
June 16, 2023
Please refer any inquiries in this matter to Heather Stevens, Purchasing Analyst, at (559) 600-7115 or
heastevens(aD_fresnocountyca.gov.
FOR THE COUNTY OF FRESNO
Digitally signed by Gary Cornuelle
Gary O rn U e I I e Date:2023.06.26 09:50:50-07'00'
Gary E. Cornuelle
Purchasing Manager
333 W. Pontiac Way
Clovis, CA 93612
GECAS
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Benevate, Inc. d/b/a Neighborly Software
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CONTRACTOR TO COMPLETE:
Company: Benevate Inc
Type of Entity:
❑ Individual Q Limited Liability Company
❑ Sole Proprietorship ❑ Limited Liability Partnership
■❑ Corporation ❑ General Partnership
3423 Piedmont Rd Atlanta GA 30305
Address City State Zip
7038647231 info@neighborlysoftware.com
TELEPHONE NUMBER FAX NUMBER E-MAIL ADDRESS
Print Name & J. Jason Rusnak
Title: Print Name &Title:
Digitally signed by Jason Rusnak
Jason Rusnak Date:2023.06.2611:36:41
Signature: -04'00' Signature:
ACCOUNTING USE ONLY
ORG No.: 7205
Account No.: 7296
Requisition No.: 7202300013
(04/2023)
P-23-008 Benevate Inc-Neighborly Software.docx
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit A
Benevate, Inc. d/b/a Neighborly Software
Description of Minimum Software Capabilities
A. Cloud-based Platform with Six(6) Modules
v
.r
Administer All*Your Programs on One, Flexible Platform
NeighborlySoftware's cloud-based platform provides an end-to-end solution forthe enrollment,
administration and reportingof Housing,Economic&Community Development programs.
> Down Payment Assistance > Emergency Home Repairs > Mortgage/Rental/Utility Assistance
> Public/Human Service Grants > Weatherization Assistance > Commercial Facade Improvements
> Homeless Assistance Grants > Lead Hazard Remediation > Economic Development
> Affordable Housing Development > Community Land Trust > Micro-Enterprise/SBA Grants/Loans
> Asset Management(Housing) > Property Acquisition&Demolition > Housing Rehabilitation
> Tenant Based Rental Assistance > Public Facilities&Infrastructure > Home Accessibility Modifications
*Each program subject to separate one-time implementation fee
CommunityMaximize Administrative Burden.
3:-
Be in control of your program applications i(Maintain visibility into the RCI of your funds
Six Modules, One Comprehensive Solution
4 0 8 E
GRANT MANAGEMENT CASE MANAGEMENT LOAN PROCESSING CONSTRUCTION ASSETMONITORING REPORTING
> Accept,review,and score > Manage beneficiary > Originateand track > Complete > Evaluate housingunit > Producestandard
grant applications information loans property affordability HUD CAPERS
> Process subrecipient > Track household > Complete inspections > Re-certify tenants reports
draw requests demographics underwriting > Generate work > Complete property > Create ad-hoc
> Submit accomplishment > Upload and store case > Generate loan write-ups inspections reports based on
reports documents documents > Accept online > Managecure notices unique inquires
> Trackfundingand > Conduct auditreviews contractor bids > Export data to
program income > Process excel orthird-parry
contractordraw data mart
requests > Display activities on
a map
www.neighborlysoftware.com/#demo
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit A
Benevate, Inc. d/b/a Neighborly Software
B. Core Functionality
Drive • Impact.
Helping Communities Help People
More than just a software vendor, we understand the unique challenges government
entities face and are a partner in every sense of the word. We are committed to delivering
long-term value to you and your community.
Program Expertise For: 1 p
> City Governments �,1
> County Governments
States ,
Tribes
Habitat for Humanity Affiliates
Community-Based Development Organizations
Community Redevelopment Agencies
> Economic Development Agencies ••
•N
Specialized, Empower Convenient &
Proven Software V Stakeholders Easy to Access
A turnkey solution for housing, Self-service accessto all Complete applications,upload
economic&community stakeholders&their accounts documents&access case files
development program from any internetenabled
administration device
Understand Results Go Green Security
0Reporting with real-time O Streamline workflows,utilize O Role-based security with audit
0
dashboards&pre-configu rations online applications&store trail of activities associated
documents withall users
Budget Management Loan Management Hosting
Allocate&track multiplefunding Originate&service forgivable, Hosted by Microsoft Azure,
$ sources by program,recipient& deferred&amortizing loans — withstorage in Microsoft
fundingyear Fed RAMP leveraginggeo-
replication
Neighborly Software
www.neighborlysoftware.com/#demo
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit A
Benevate, Inc. d/b/a Neighborly Software
C. Solutions for Stakeholders
Access for All Stakeholders in Your Community
Administrators: Enroll&qualify applicants,manage projects
0 and funding,track and manage loans
Subreciplents:Apply for grant/loan programs,submit
Compliance Cohesive accomplishment reports,and make draw requests
Expertise Solution 00,
Reviewers:Score applications,make funding
qq
recommendations&comments,and assign and invite other
reviewers
® ••` Beneficiaries:Apply for programs,attest to annual program
Proven compliance,and check loan balances
Software Partner
Property Managers:Upload rent rolls,respond to cure
notices,and request rent increases
Easy•Convenient to Access
PricingInspectors:Complete inspections(mobile),estimate project
costs,and generate work write-ups
® _O Contractors:Register&update business info,submit
construction bids,and make draw requests
N Neighborly Software
D. Efficiency Features
A Single, Integrated Solution
that Drives Efficiency
Online g . Document
Eliminate rekeying data andAccomplishmerts �"" ""°'"' "°"'" "'° Il0
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filing paper copies with Generate promissory notes,
online a p plication and deeds and other program
document storage. documents with the click of a
mo
Validation _.validation process. oReporting
Reduce incomplete Understand program
applications with software results with real time
guided application and dashboards and
U
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit A
Benevate, Inc. d/b/a Neighborly Software
E.Audit and Data Analysis Features
oh good, the auditors are coming"
— said Nobody
isAudit log that includes a time stamp of all
transactions/approvals completed M
OEnsure collection&storage of all beneficiary -- ---
supporting documentation
0 Enforce principal residency requirements during
the period of affordability
19 Reconcile&report on program income
18 Evaluate real-time,sub-recipient activities&
results
is i
Produce accurate&auditable CAPERS data
N Neighborly Software
F. Security Features
Security that Keeps You Safe & Sound
Hosted in System Automated Advanced
Cloudthe .
Backups 110 i Features
Azure Browser 0000,
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edee .66 0060.0* 0 0 0 6 0600 .00
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Tenant-specific audit log tracks
• Stored in US Fed RAMP Supported on all web Weekly data backups all activity with User Id and I
certified Tier IV Microsoft browsers performed automatically and address logging
datacenteis 60+languages stored for 12 months Session timeout warnings&
Goo-replication across multiple Meets Tier 2 AA accessibility Point In Time Restore to any auto-logout
data centers requirements point within the last 35 days Separate tenant database
• Encryption of all data"at rest" No IT support required architecture logically isolates
and"in transit' client data
• SOC2 Type 1
Aft%
N Neighborly Software FedRAMP N� Microsoft Azure C L O U D F L A R E
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit B
Benevate, Inc. d/b/a Neighborly Software
Rates & Billing Information
Service Unit Rates —Yearl Year 2 Year 3 Year 4 Year 5
1 Cost Cost Cost Cost Cost
Implementation Fee (1-time per Core Program) $2,500 $3,000 $3,000 $3,500 $3,500
Per-User Administrative Annual License Fee(Users 1-10) $2,400 $2,600 $2,750 $2,850 $2,900
Annual Access to Craftsman Book Specification & Cost $500 $500 $500 $500 $500
Estimate Database for All Licensed Users
Included Services
• Hosted Software to administer program(s)
• Dedicated Client Success Manager
• Technical Support (Monday—Friday: 8 am to 8 pm EST)
• Hosting/Security in Microsoft Tier IV Data Center
• Data Storage, Backup, and Recovery
• User licenses may be transferred as needed (not to exceed total number of purchased licenses)
• Unlimited configuration changes to previously implemented programs
• Program Implementation includes System Configuration, Program Design, and Administrator
Training
• Additional programs and/or licenses may be purchased at any time based on pricing provided
(licenses added will be charged on a prorated basis)
• Service Units may be purchased in advance at the rates established above for later years of
service. (e.g.The cost to prepay one user license for five (5)years during is calculated as: $2,400+
$2,600+$2,750+$2,850+$2,900= $13,500)
Billing Information
Account Name: Fresno County, CA Initial Service Term: Five (5)Years from Effective Date
Billing/Mailing Address: 2220 Tulare Street, 6th Floor, Attn: Community Development, Fresno, CA 93721
Physical Address(do not use for mail): 2220 Tulare Street, 8th Floor, Fresno, CA 93721
Billing Contact Name&Title: Billing Phone: (559) 600-4292
Billing Email: ComDev@fresnocountyca.gov
Jennifer Kirkpatrick, Senior Staff Analyst Direct Phone: (559) 600-0502
Direct Email:jkish@fresnocountyca.gov
Alternate Contact Name&Title:
Direct Phone: (559) 600-0535
Jonathan Avedian, Senior Staff Analyst Direct Email:javedian@fresnocountyca.gov
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit C
Benevate, Inc. d/b/a Neighborly Software
Termination of Services and Data Destruction Policy
Written notice, by either COUNTY or CONTRACTOR, of intent to terminate the Agreement shall trigger
this Termination of Services and Data Destruction Policy (Policy).
CONTRACTOR has housed the County Data (defined as any non-public, personal information provided by
the COUNTY to the CONTRACTOR to enable the provision of services).This Policy does not apply to
records CONTRACTOR is obligated to maintain in accordance with the Audits and Retention section of
the agreement.
Upon the termination of this Agreement,CONTRACTOR shall disable the COUNTY's website portal and provide the
COUNTY with a final extract of the County Data via the Secure File Transfer Protocol (SFTP),within a reasonable
time, not to exceed thirty(30) days from the date of the termination.The extraction and transfer of the County
Data will be provided without charge and without any conditions or contingencies whatsoever(including but not
limited to the payment of any fees due to CONTRACTOR).
1) The parties agreed to terminate the Agreement as of[Date] (Termination Date) and acknowledge
and agree to the terms provided herein.
a) Portal Disabled. CONTRACTOR disabled the COUNTY's portal website on the Termination Date,
restricting COUNTY's ability to insert or alter any data in preparation for the final data
extraction.
b) Final Extraction of County Data. CONTRACTOR completed a final extraction of the County Data
and provided said data to the COUNTY on [Date] (Final Extraction Date),via the SFTP.
c) Loss of Access. COUNTY shall continue to have access to the County Data via the SFTP until
[Date], thirty (30) days from the Final Extraction Date.
d) County Responsibility. COUNTY is solely responsible for retrieving and storing the data provided
via the SFTP within this thirty (30) day period. If the COUNTY fails to retrieve and store the data,
there is no recourse as the data will have been permanently deleted in accordance with
subsection (e).
e) Destruction of Data.The County Data will be permanently deleted by CONTRACTOR on [Date],
forty-five (45) days from the Final Extraction Date.
2) County Acknowledgement. COUNTY acknowledges and agrees that CONTRACTOR has no
obligations whatsoever with regard to the County Data following the final destruction of the data as
referenced above.
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit D
Benevate, Inc. d/b/a Neighborly Software
Data Security
A. Definitions.
Capitalized terms used in this Exhibit D have the meanings set forth in this section, "A. Definitions."
"Authorized Employees" means CONTRACTOR's employees who have access to Personal Information.
"Authorized Persons" means: (i) any and all Authorized Employees; and (ii) any and all of CONTRACTOR's
subcontractors, representatives, agents, outsourcers, and consultants, and providers of professional
services to CONTRACTOR,who have access to Personal Information and are bound by law or in writing
by confidentiality obligations sufficient to protect Personal Information in accordance with the terms of
this Exhibit D.
"Director" means COUNTY's Director of Internal Services-Chief Information Officer or his or her
designee.
"Disclose" or any derivative of that word means to disclose, release,transfer, disseminate, or otherwise
provide access to or communicate all or any part of any Personal Information orally, in writing, or by
electronic or any other means to any person.
"Person" means any natural person, corporation, partnership, limited liability company,firm, or
association.
"Personal Information" means any and all information, including any data, provided, or to which access
is provided,to CONTRACTOR by or upon the authorization of COUNTY, under this Agreement, including
but not limited to vital records, that: (i) identifies, describes, or relates to, or is associated with, or is
capable of being used to identify, describe, or relate to, or associate with, a person (including, without
limitation, names, physical descriptions, signatures, addresses,telephone numbers, e-mail addresses,
education,financial matters, employment history, and other unique identifiers, as well as statements
made by or attributable to the person); (ii) is used or is capable of being used to authenticate a person
(including, without limitation, employee identification numbers, government-issued identification
numbers, passwords or personal identification numbers (PINS), financial account numbers, credit report
information, answers to security questions, and other personal identifiers); or is personal information
within the meaning of California Civil Code section 1798.3, subdivision (a), or 1798.80, subdivision (e).
Personal Information does not include publicly available information that is lawfully made available to
the general public from federal, state, or local government records.
"Privacy Practices Complaint" means a complaint received by COUNTY relating to CONTRACTOR's (or
any Authorized Persons) privacy practices, or alleging a Security Breach. Such complaint shall have
sufficient detail to enable CONTRACTOR to promptly investigate and take remedial action under this
Exhibit D.
"Security Safeguards" means physical,technical, administrative or organizational security procedures
and practices put in place by CONTRACTOR (or any Authorized Persons)that relate to the protection of
the security, confidentiality, value, or integrity of Personal Information. Security Safeguards shall satisfy
the minimal requirements set forth in subsection C.(5) of this Exhibit D.
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit D
Benevate, Inc. d/b/a Neighborly Software
"Security Breach" means (i) any act or omission that compromises either the security, confidentiality,
value, or integrity of any Personal Information or the Security Safeguards, or(ii) any unauthorized Use,
Disclosure, or modification of, or any loss or destruction of, or any corruption of or damage to, any
Personal Information.
"Use" or any derivative thereof means to receive, acquire, collect, apply, manipulate, employ, process,
transmit, disseminate, access, store, disclose, or dispose of Personal Information.
B.Standard of Care.
(1) CONTRACTOR acknowledges that, in the course of its engagement by COUNTY under this Agreement,
CONTRACTOR, or any Authorized Persons, may Use Personal Information only as permitted in this
Agreement.
(2) CONTRACTOR acknowledges that Personal Information is deemed to be confidential information of,
or owned by, COUNTY(or persons from whom COUNTY receives or has received Personal Information)
and is not confidential information of, or owned or by, CONTRACTOR, or any Authorized Persons.
CONTRACTOR further acknowledges that all right,title, and interest in or to the Personal Information
remains in COUNTY(or persons from whom COUNTY receives or has received Personal Information)
regardless of CONTRACTOR's, or any Authorized Persons, Use of that Personal Information.
(3) CONTRACTOR agrees and covenants in favor of COUNTY that CONTRACTOR shall: (i) keep and
maintain all Personal Information in strict confidence, using such degree of care under this Subsection B
as is reasonable and appropriate to avoid a Security Breach; (ii) Use Personal Information exclusively for
the purposes for which the Personal Information is made accessible to CONTRACTOR pursuant to the
terms of this Exhibit D; (iii) not Use, Disclose, sell, rent, license, or otherwise make available Personal
Information for CONTRACTOR's own purposes or for the benefit of anyone other than COUNTY, without
COUNTY's express prior written consent, which the COUNTY may give or withhold in its sole and
absolute discretion; and (iv) not, directly or indirectly, Disclose Personal Information to any person (an
"Unauthorized Third Party") other than Authorized Persons pursuant to this Agreement, without the
Director's and the Recorder's express prior written consent.
Notwithstanding the foregoing paragraph, in any case in which CONTRACTOR believes it, or any
Authorized Person, is required to disclose Personal Information to government regulatory authorities, or
pursuant to a legal proceeding, or otherwise as may be required by applicable law, Contractor shall (a)
immediately notify COUNTY of the specific demand for, and legal authority for the disclosure, including
providing County with a copy of any notice, discovery demand, subpoena, or order, as applicable,
received by CONTRACTOR, or any Authorized Person,from any government regulatory authorities, or in
relation to any legal proceeding, and (b) promptly notify COUNTY before such Personal Information is
offered by CONTRACTOR for such disclosure so that COUNTY may have sufficient time to obtain a court
order or take any other action COUNTY may deem necessary to protect the Personal Information from
such disclosure, and CONTRACTOR shall cooperate with COUNTY to minimize the scope of such
disclosure of such Personal Information.
CONTRACTOR shall remain liable to COUNTY for the actions and omissions of any Unauthorized Third
Party concerning its Use of such Personal Information as if they were CONTRACTOR's own actions and
omissions.
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit D
Benevate, Inc. d/b/a Neighborly Software
At no time is it permissible for an Authorized User to share their login credentials. "Authorized User"
means those individuals designated and authorized by the COUNTY to use one of the purchased licenses
to access the Software and Services, using his or her login credentials (email address and password),
which may only be used by that single, named user.The number of Authorized Users licensed hereunder
is specified in the Order Form or as formally requested and approved, in writing, during the Term.
COUNTY is solely responsible for maintaining the status of its Authorized Users and the confidentiality of
all login credentials and other Portal access information under its control. COUNTY will notify
CONTRACTOR immediately if Portal information is lost, stolen, or disclosed to an unauthorized person or
any other breach of security in relation to its passwords, usernames, or other Portal access information
that may have occurred or is likely to occur. CONTRACTOR is not liable for actions or omissions by the
COUNTY concerning the Use of such Personal Information.
C. Information Security.
(1) CONTRACTOR covenants, represents and warrants to COUNTY that Contractor's Use of Personal
Information under this Agreement does and shall at all times comply with all applicable federal, state,
and local, privacy and data protection laws, as well as all other applicable regulations and directives,
including but not limited to California Civil Code, Division 3, Part 4,Title 1.81 (beginning with section
1798.80), and the Song-Beverly Credit Card Act of 1971 (California Civil Code, Division 3, Part 4,Title 1.3,
beginning with section 1747). If CONTRACTOR Uses credit, debit or other payment cardholder
information, CONTRACTOR shall at all times remain in compliance with the Payment Card Industry Data
Security Standard ("PCI DSS") requirements, including remaining aware at all times of changes to the PCI
DSS and promptly implementing and maintaining all procedures and practices as may be necessary to
remain in compliance with the PCI DSS, in each case, at CONTRACTOR's sole cost and expense.
(2) CONTRACTOR covenants, represents and warrants to COUNTY that, as of the Effective Date,
CONTRACTOR has not received notice of any violation of any privacy or data protection laws, as well as
any other applicable regulations or directives, and is not the subject of any pending legal action or
investigation by, any government regulatory authority regarding same.
(3)Without limiting CONTRACTOR's obligations under subsection C.(1) of this Exhibit D, CONTRACTOR's
(or Authorized Persons) Security Safeguards shall be no less rigorous than accepted industry practices
and, at a minimum, include the following: (i) limiting Use of Personal Information strictly to
CONTRACTOR's and Authorized Persons'technical and administrative personnel who are necessary for
the CONTRACTOR's, or Authorized Persons', Use of the Personal Information pursuant to this
Agreement; (ii) ensuring that all of CONTRACTOR's connectivity to County computing systems will only
be through COUNTY's security gateways and firewalls, and only through security procedures approved
upon the express prior written consent of the Director; (iii)to the extent that they contain or provide
access to Personal Information, (a) securing business facilities, data centers, paper files, servers, back-up
systems and computing equipment, operating systems, and software applications, including, but not
limited to, all mobile devices and other equipment, operating systems, and software applications with
information storage capability; (b) employing adequate controls and data security measures, both
internally and externally,to protect (1)the Personal Information from potential loss or
misappropriation, or unauthorized Use, and (2)the COUNTY's operations from disruption and abuse; (c)
having and maintaining network, device application, database and platform security; (d) maintaining
authentication and access controls within media, computing equipment, operating systems, and
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit D
Benevate, Inc. d/b/a Neighborly Software
software applications; and (e) installing and maintaining in all mobile,wireless, or handheld devices a
secure internet connection, having continuously updated anti-virus software protection and a remote
wipe feature always enabled, all of which is subject to express prior written consent of the Director; (iv)
encrypting all Personal Information at advance encryption standards of Advanced Encryption Standards
(AES) of 128 bit or higher (a) stored on any mobile devices, including but not limited to hard disks,
portable storage devices, or remote installation, or(b)transmitted over public or wireless networks (the
encrypted Personal Information must be subject to password or pass phrase, and be stored on a secure
server and transferred by means of a Virtual Private Network (VPN) connection, or another type of
secure connection, all of which is subject to express prior written consent of the Director); (v) strictly
segregating Personal Information from all other information of CONTRACTOR, including any Authorized
Person, or anyone with whom CONTRACTOR or any Authorized Person deals so that Personal
Information is not commingled with any other types of information; (vi) having a patch management
process including installation of all operating system/software vendor security patches; (vii) maintaining
appropriate personnel security and integrity procedures and practices, including, but not limited to,
conducting background checks of Authorized Employees consistent with applicable law; and (viii)
providing appropriate privacy and information security training to Authorized Employees.
(4) During the term of each Authorized Employee's employment by CONTRACTOR, CONTRACTOR shall
cause such Authorized Employees to abide strictly by CONTRACTOR's obligations under this Exhibit D.
CONTRACTOR further agrees that it shall maintain a disciplinary process to address any unauthorized
Use of Personal Information by any Authorized Employees.
(5) CONTRACTOR shall, in a secure manner, backup daily, or more frequently if it is CONTRACTOR's
practice to do so more frequently, Personal Information received from COUNTY, and the COUNTY shall
have immediate, real-time access, at all times,to such backups via a secure, remote access connection
provided by CONTRACTOR,through the Internet.
(6) CONTRACTOR shall provide COUNTY with the name and contact information for each Authorized
Employee (including such Authorized Employee's work shift, and at least one alternate Authorized
Employee for each Authorized Employee during such work shift) who shall serve as COUNTY's primary
security contact with CONTRACTOR and shall be available to assist COUNTY.Technical Support is
available from 8:00 a.m. -8:00 p.m. EST, Monday through Friday. as a contact in resolving
CONTRACTOR's and any Authorized Persons' obligations associated with a Security Breach or a Privacy
Practices Complaint.
D. Security Breach Procedures.
(1) Immediately upon CONTRACTOR's awareness or reasonable belief of a Security Breach,
CONTRACTOR shall (a) notify the Director of the Security Breach, such notice to be given first by
telephone at the following telephone number,followed promptly by email at the following email
address: (559) 600-6200/ematthews@fresnocountyca.gov(which telephone number and email address
COUNTY may update by providing notice to CONTRACTOR), and (b) preserve all relevant evidence (and
cause any affected Authorized Person to preserve all relevant evidence) relating to the Security Breach.
The notification shall include,to the extent reasonably possible,the identification of each type and the
extent of Personal Information that has been, or is reasonably believed to have been, breached,
including but not limited to, compromised, or subjected to unauthorized Use, Disclosure, or
modification, or any loss or destruction, corruption, or damage.
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit D
Benevate, Inc. d/b/a Neighborly Software
(2) Immediately following CONTRACTOR's notification to COUNTY of a Security Breach, as provided
pursuant to subsection D.(1) of this Exhibit D,the Parties shall coordinate with each other to investigate
the Security Breach. CONTRACTOR agrees to fully cooperate with COUNTY, including, without limitation:
(i) assisting COUNTY in conducting any investigation; (ii) providing COUNTY with physical access to the
facilities and operations affected; (iii)facilitating interviews with Authorized Persons and any of
CONTRACTOR's other employees knowledgeable of the matter; and (iv) making available all relevant
records, logs,files, data reporting and other materials required to comply with applicable law,
regulation, industry standards, or as otherwise reasonably required by COUNTY.To that end,
CONTRACTOR shall,with respect to a Security Breach, be solely responsible, at its cost, for all
notifications required by law and regulation, and CONTRACTOR shall provide a written report of the
investigation and reporting required to the Director within thirty(30) days after the CONTRACTOR's
discovery of the Security Breach.
(3) County shall promptly notify CONTRACTOR of the Director's knowledge, or reasonable belief, of any
Privacy Practices Complaint, and upon CONTRACTOR's receipt of notification thereof, CONTRACTOR
shall promptly address such Privacy Practices Complaint, including taking any corrective action under
this Exhibit D, all at CONTRACTOR's sole expense, in accordance with applicable privacy rights, laws,
regulations and standards. In the event CONTRACTOR discovers a Security Breach, CONTRACTOR shall
treat the Privacy Practices Complaint as a Security Breach. Within twenty-four(24) hours of
CONTRACTOR's receipt of notification of such Privacy Practices Complaint, CONTRACTOR shall notify
COUNTY whether the matter is a Security Breach, or otherwise has been corrected and the manner of
correction, or determined not to require corrective action and the reason therefor.
(4) CONTRACTOR shall take prompt corrective action to respond to and remedy any Security Breach and
take mitigating actions, including but not limiting to, preventing any reoccurrence of the Security Breach
and correcting any deficiency in Security Safeguards as a result of such incident, all at CONTRACTOR's
sole expense, in accordance with applicable privacy rights, laws, regulations and standards.
CONTRACTOR shall reimburse COUNTY for all reasonable costs incurred by COUNTY in responding to,
and mitigating damages caused by, any Security Breach, including all costs of COUNTY incurred relation
to any litigation or other action described subsection D.(5) of this Exhibit D, subject to the insurance
limit requirements provided in this Agreement.
(5) CONTRACTOR agrees to cooperate, at its sole expense,with COUNTY in any litigation or other action
to protect COUNTY's rights relating to Personal Information, including the rights of persons from whom
COUNTY receives Personal Information, subject to the insurance limit requirements provided in this
Agreement.
E. Oversight of Security Compliance.
(1) CONTRACTOR shall have and maintain a written information security policy that specifies Security
Safeguards appropriate to the size and complexity of CONTRACTOR's operations and the nature and
scope of its activities.
(2) Upon COUNTY's written request,to confirm CONTRACTOR's compliance with this Exhibit D, as well as
any applicable laws, regulations and industry standards, CONTRACTOR grants COUNTY or, upon
COUNTY's election, a third party on COUNTY's behalf, permission to perform an assessment, audit,
examination or review of all controls in CONTRACTOR's physical and technical environment in relation to
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit D
Benevate, Inc. d/b/a Neighborly Software
all Personal Information that is Used by CONTRACTOR pursuant to this Agreement. CONTRACTOR shall
fully cooperate with such assessment, audit or examination, as applicable, by providing COUNTY or the
third party on COUNTY's behalf, access to all Authorized Employees and other knowledgeable
personnel, physical premises, documentation, infrastructure and application software that is Used by
CONTRACTOR for Personal Information pursuant to this Agreement. In addition, CONTRACTOR shall
provide COUNTY with the results of any audit by or on behalf of CONTRACTOR that assesses the
effectiveness of CONTRACTOR's information security program as relevant to the security and
confidentiality of Personal Information Used by CONTRACTOR or Authorized Persons during the course
of this Agreement under this Exhibit D.
(3) CONTRACTOR shall ensure that all Authorized Persons who Use Personal Information agree to the
same restrictions and conditions in this Exhibit D.that apply to CONTRACTOR with respect to such
Personal Information by incorporating the relevant provisions of these provisions into a valid and
binding written agreement between CONTRACTOR and such Authorized Persons, or amending any
written agreements to provide same.
F. Return or Destruction of Personal Information.
Upon the termination of this Agreement, CONTRACTOR shall disable the CONTRACTOR's website portal
and provide the COUNTY with a final extract of the COUNTY Data via the Secure File Transfer Protocol
(SFTP), within a reasonable time, not to exceed thirty(30) days from the date of the termination.The
extraction and transfer of the COUNTY Data will be provided without charge and without any conditions
or contingencies whatsoever(including but not limited to the payment of any fees due to Service
Provider).
Within thirty (30) days from the date of the final extraction and transfer of the COUNTY Data via the
SFTP, the CONTRACTOR shall provide COUNTY with a Termination of Services and Final Data Destruction
Agreement (the "Termination Agreement"), which will provide the details regarding termination of
services and final data destruction, a sample copy of which is attached hereto as Exhibit"C".The
COUNTY acknowledges and agrees that if the Termination Agreement is not executed and returned by
the COUNTY within fifteen (15) days,the CONTRACTOR will follow the default process which provides
for final destruction of COUNTY Data forty-five (45) days after the final extraction and transfer via the
SFTP.The COUNTY acknowledges and agrees that the CONTRACTOR has no obligations whatsoever with
regard to the COUNTY Data following the final destruction.The CONTRACTOR will provide the COUNTY
with a Certification of Data Destruction when the COUNTY Data has been permanently deleted in
accordance with this subsection.This Section shall survive the termination of this Agreement.
G. Equitable Relief.
CONTRACTOR acknowledges that any breach of its covenants or obligations set forth in this Exhibit D
may cause COUNTY irreparable harm for which monetary damages would not be adequate
compensation and agrees that, in the event of such breach or threatened breach, COUNTY is entitled to
seek equitable relief, including a restraining order, injunctive relief, and any other relief that may be
available from any court, in addition to any other remedy to which COUNTY may be entitled at law or in
equity. Such remedies shall not be deemed to be exclusive but shall be in addition to all other remedies
available to COUNTY at law or in equity or under this Agreement.
PROCUREMENT AGREEMENT NUMBER: P-23-008 Exhibit D
Benevate, Inc. d/b/a Neighborly Software
H. Survival.
The respective rights and obligations of CONTRACTOR and COUNTY as stated in this Exhibit D shall
survive the termination of this Agreement.
I. No Third Party Beneficiary.
Nothing express or implied in the provisions of in this Exhibit D is intended to confer, nor shall anything
herein confer, upon any person other than COUNTY or CONTRACTOR and their respective successors or
assignees, any rights, remedies, obligations or liabilities whatsoever.
J. No County Warranty.
COUNTY does not make any warranty or representation whether any Personal Information in
CONTRACTOR's (or any Authorized Person's) possession or control, or Use by CONTRACTOR (or any
Authorized Person), pursuant to the terms of this Agreement is or will be secure from unauthorized Use,
or a Security Breach or Privacy Practices Complaint.