No preview available
HomeMy WebLinkAboutC24-202 Modern Codecraft_fourth amendment FOURTH AMENDMENT TO AGREEMENT BETWEEN EAGLE COUNTY, COLORADO AND MODERN CODECRAFT, LLC THIS FOURTH AMENDMENT (“Fourth Amendment”) is effective as of April 15 by and between Modern Codecraft, LLC a Colorado Limited Liability Company (hereinafter “Consultant” or “Contractor”) and Eagle County, Colorado, a body corporate and politic (hereinafter “County”). RECITALS WHEREAS, County and Consultant entered into an agreement dated the 21 day of October, 2021 for certain Services (the “Original Agreement”); and WHEREAS, the Original Agreement contemplated that the Consultant would perform certain duties with compensation in an amount not to exceed $36,000; and WHEREAS, County and Consultant entered into an amendment dated June 21, 2022 (C22-233) (the “First Amendment”) amending the Original Agreement to include additional duties with compensation not to exceed $35,850 or a total maximum compensation under the original agreement and the First Amendment of $71,850; and WHEREAS, County and Contractor entered into an amendment dated October 21, 2022 (C22- 351) (the “Second Amendment”) removing the First Amendment from and including additional duties with compensation not to exceed $36,000 or a total maximum under the Original Agreement and the Second Amendment of $72,000; and WHEREAS, County and Contractor entered into an amendment dated September 19, 2023 (C23- 305) (the “Third Amendment”) amending the Original Agreement to include additional duties with compensation not to exceed $36,000 or a total maximum compensation under the Original Agreement, the Second Amendment, and the Third Amendment of $108,000; and WHEREAS, County and Consultant desire by this Fourth Amendment to expand the scope of Services and compensation as set forth in the Original Agreement. FOURTH AMENDMENT NOW THEREFORE, in consideration of the foregoing and the mutual rights and obligations as set forth below, the parties agree as follows: 1. The Original Agreement shall be amended to include additional Services as described in Exhibit 2A, which is attached hereto and incorporated herein by reference. 2. The compensation for the additional Services set forth in Exhibit 2A shall not exceed $63,450 or a total maximum compensation under the Original Agreement, the Second Amendment, the Third Amendment, and this Fourth Amendment of $171,450. DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D 2 Eagle County Am Scope and Comp Final 4/28/2022 3. Capitalized terms in this Fourth Amendment will have the same meaning as in the Original Agreement. To the extent that the terms and provisions of the Fourth Amendment conflict with, modify or supplement portions of the Original Agreement, the terms and provisions contained in this Fourth Amendment shall govern and control the rights and obligations of the parties. 4. Except as expressly altered, modified and changed in this Fourth Amendment, all terms and provisions of the Original Agreement shall remain in full force and effect, and are hereby ratified and confirmed in all respects as of the date hereof. 5. This Fourth Amendment shall be binding on the parties hereto, their heirs, executors, successors, and assigns. IN WITNESS WHEREOF, the parties hereto have executed this Fourth Amendment to the Original Agreement the day and year first above written. COUNTY OF EAGLE, STATE OF COLORADO, By and Through Its COUNTY MANAGER By: ______________________________ Jeff Shroll, County Manager CONSULTANT MODERN CODECRAFT, LLC, a Colorado limited liability company By: _____________________________________ Josh Morris, CEO, Managing Member DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D Statement of Work 004 CBOE v6.x Version 1.1 April 5, 2024 Presented by: Josh Morris m code dern craft DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D Introduction PROFESSIONAL SERVICES AGREEMENT This Statement of Work is incorporated into that certain Professional Services Agreement dated May 2nd, 2019 by and between Eagle County, Colorado, a body corporate and politic (“County”) and Modern Codecraft LLC (“Contractor”) (the “Agreement”). This Statement of Work describes Services and Deliverables to be performed and provided by Company pursuant to the Agreement. If any item in this Statement of Work is inconsistent with the Agreement prior to such incorporation, the terms of this Statement of Work will control, but only with respect to the Services to be performed under this Statement of Work. All capitalized terms used and not expressly defined in this Statement of Work will have the meanings given to them in the Agreement. SCOPE OF WORK The scope of this Statement of Work is to provide enhancements and changes to the CBOE application to complete and realize the full vision of the product and how it could serve the citizens of Eagle county. DELIVERABLES •DocuSign Integration •DocuSign Configuration •Support configuration of the following document templates: •NOD •SOA •LOA •Stipulation •Allow Eagle County system admin to upload PDF template and JSON config files to provision a document template configuration •PDF Template •Base document with placeholder open space for data •JSON Config •Specify location of signature blocks •Specify output attribute used to fill •Specify location of input fields •Specify output attribute used to fill •Provide a screen in the Admin Console to validate a document using DocuSign DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D •Similar to the attached mockup •Provide a screen to configure a dev/test account for validation-only operations •Similar to the attached mockup •Homeowner Email Question •Provide a question type that allows the application to require a homeowner email address for every schedule number in the appeal •DocuSign Question •Author the Question •Associate a document template configuration to the question •Specify the Document Name, as seen by the user •Specify the initial instructions and label •Specify if the homeowner’s signature is required •Answering the Question in the Application •Requires the user to choose to send the envelopes for signature •Question is not completely answered, i.e. cannot submit appeal, until all envelopes have been received with their signatures •Allows the user to view the signature progress •Will warn the user when the list of schedule numbers in the appeal has changed and new envelopes will be required •Similar to the attached mockup •DocuSign Envelope Dashboard •Organize envelopes by appeal •Allow the user to open the appeal details in a new tab •Allow drill-down into appeal envelopes •Show each envelope by primary recipient email address, typically homeowner’s email address •Show completed signature progress •Allow drill-down into the signatures •Show table of email addresses and signature state •Allow abandon of envelope •Only allowed for submitted appeals, i.e. stipulation •Will remove property from appeal DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D •Record property result as abandoned in that stage •If all properties are removed, abandon the appeal •Similar to the attached mockup •DocuSign Submission process •Triggered by submission of the Stipulation application •Uses homeowner email addresses from appeal request to generate envelopes •Use assigned hearing officer email from system for signature request •Use assigned appraiser email from system for signature request •Use representative email address from appeal request for signature request •Stipulation application auto-completes once all envelopes are complete •When the user abandons an appeal, void its envelopes •DocuSign WebHook and Sync •Provide web hook for DocuSign to push notifications to •Use DocuSign notifications to sync state of envelops and signatures •Evidence Upload Instructions Email •Send a notification explaining the importance of and how to upload evidence. •Hearing Officer Assignment Changes •Hearing officers are now scheduled to a room for the entirety of the season •Assignment is performed within the admin console, rather than CBOE tool •Hearing officers no longer need to be scheduled to a calendar by the County Admin •Time will still need to be blocked out within Google Calendar • Bands will still need to be setup within the Admin Console •Outcomes per Property •Outcomes should be property specific, rather than appeal specific. •Only change / denial. Stipulation and Admin Denial are still appeal wide. •Record the outcome per property in the report. •Hearing Officer Rationale Bug •Fix the issue where the hearing officer rationale question does not pull through to the pdf decision document. •Hearing Officer Worksheet Values Format Bug •Fix the issue when the pdf is produced, the numbers are not formatted. The document contains says Original Total Value 1.036536E7, not the formatted amount. DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D •NOV Log Upload Changes •Add an option to update or to replace records •Replace performs the current upload operation, i.e. a kill and fill •Update will update any existing record with the new values from the upload or create new records if they do not exist. •Expand Email Template Contexts •Include docket number in the email heading template context •Data Handling Changes •Remove non-alphanumeric or non-whitespace characters in single and full text answers. •Audit Log Changes •Add upload operations to the audit log •Record user (or specify its the application user, if applicable) •Record timestamp of upload to system and upload to Google Drive •Record file type (evidence, notification, etc) •Show property removals in the audit log •Should show what step they were removed in, i.e. Removed during verification, etc. •Final Report Enhancements •Show properties that were started, but never finished. •Should what step they were removed in, i.e. Removed during verification, etc. •Show assigned appraiser and prepared status •Petitioner Evidence Uploads •When a petitioner evidence file is uploaded to Google Drive, append (petitioner evidence) to the end of the filename to make it clear that it was uploaded by the petitioner. •File upload link the appeal details screen will now open the Google Drive folder to allow the user to upload to Drive directly and record the user performing the operation. •When a file is uploaded through the evidence file viewer screen is uploaded to Google Drive, append (petitioner evidence) to the end of the filename to make it clear that it was uploaded by the petitioner. •Document Template Changes •Add owners name to the template context so it can be used in the documents •Add owners address to the template context so it can be used in the documents •Add a value to an appeal to indicate when an appraiser is prepared for its hearing. •Value has only one of two possible values: Prepared and Unprepared DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D •Allow all appraisers and the appraiser manager to search by either value •The assigned appraiser may only change the value on appeals assigned to them, not others. •Add a value to an appeal and its properties to indicate when it has a result. • Value has only one of two possible values: Final Decision and Missing Final Decision •Final Decision is shown for one of the following statues, all others are considered Missing Final Decision •Stipulation •Admin Denial •Change •Denial •Appeals are considered Final Decision if all properties in the appeal are considered Final Decision •Appeal Process Changes •Add new statuses for when an Admin Denial or Stipulation is started. Use the existing statuses to designate the completion of the Admin Denial or Stipulation •Admin Denial Started •Stipulation Started •Calendar Invite Changes •Change the calendar invite Subject to include the schedule number in the hearing name, or show "Multiple" for ones that have multiple properties. •Auto-Assign Appraiser •Use the initials/mapping to auto-assign the appraiser on property ingestion. •Add extra step on appeal request submission to assign appraiser at submission. •Appraiser Search Results (manager and appraiser) •No longer exclude appeals with a Requested status, i.e. before they have been verified •UI Changes •County Admin Home View •Calendar should show what appeals are happening at what time with which officer •Should appear similar to the calendar view of the search results •Assign Appraiser View •Make it easy for the manager to see when someone is double-booked. •Show conflicts before assignment DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D •Appeal Search Results View •Automatically refresh the results on a system configured interval •Add an option in the search results to show appeals or properties. •Table will show similar results, but each record will be a property. •Available to County Workers, County Admins, and Appraisers. •Hide all appeal events for appeals that have started the stipulation or admin denial process. •Add ability to search by new statuses •Stipulation Started •Admin Denial Started •Final Decision •Missing Final Decision •Reservation Question •If there isn't a reservation available at the requested slot, offer additional slot(s) that are in proximity and available. Allow the user to choose from the suggestion(s) or input a new slot. •Make the available date range more apparent to the user. •Add BOCC Hearing Date Editor •Editor will provide a drop-down to select the appropriate hearing date. •Provide a button in Appeal Details to Reschedule BoCC Hearing Date. Clicking this button will open the BOCC Hearing Date Editor. • Add a question in the Rescheduling Tool that allows the user to confirm/change the BoCC hearing date. •Appraiser Search Results View •Change Property(s) header label to Schedule Number(s) •Show the appeal status •Add filtering similar to County Employee •Status •Contact •Show appeal docket number on details dialog •Add link to Autogrids, similar to link to Comparisons •If the appeal is for a single property, show the schedule number as the text label for link that opens the properties dialog •Add the ability to filter by whether the appeal has an assigned appraiser or not DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D •Give the appraiser access to the search view, currently only the manager has access •Only the manager is allowed to use the Assign Appraiser capability •Appraiser Results Calendar View •Default to Today •Show the docket number in the calendar view •Document Upload Changes •Make the uploading of multiple documents easier, clearer, and less error prone. •Hearing Officer View •Every time the page auto-refreshes, preserve the active tab and location in the list. RESOURCES The company will be using the following resources to perform the work. •Josh Morris •Ryan Thomas •Eric Eason COUNTY OBLIGATIONS The client will provide the GCP and G-Suite environments for development, testing, and production. Client will provide answers to questions or validate assumptions posed by the Company in a timely and accurate fashion. DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D Fees In consideration for Company’s performance of the Services and providing of the Deliverables, Company will be compensated as follows: FLAT FEE BASIS Fees payable as a single payment of $63,450.00 upon acceptance of the Deliverables this STATEMENT OF WORK. RELATED EXPENSES There are no additional related expenses. WARRANTY MCC warrants that the Services will be performed in a workmanlike and professional manner by individuals who have the skill and experience commensurate with the requirements of the Services. MCC does not warrantee the resulting product. Any defects or issues discovered after acceptance can be addressed through future services and deliverables defined in future SOWs. DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D Acceptance and Authorization IN WITNESS WHEREOF, the parties hereto each acting with proper authority have executed this Statement of Work. Eagle County Modern Codecraft LLC Full name Full name Title Title Signature Signature Date Date DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D Document Credentials DocuSign PDF Test Select PDF to Test JSON Descriptor to Use. (if you edit, do not forget to copy and save it) Enter Destination EMail Destination EMail Send Envelope Clear Document Select File NODv3.pdf DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D Document Credentials DocuSign PDF Test You can override the system default credentials by filling them in. If you do override, you must provide all items Account ID Client ID RSA Key User ID DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D The Letter of Agency has been sent. System has collected the fully executed documents. You should have received an invitation to sign the document in your email, or you may go directly to to sign. Once it has been signed, you will be able to continue. The system wil auto-complete this section once it has received the signed documents from DocuSign. You may check its progress by clicking the button below. DocuSign DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D You will need to provide a fully executed Letter of Agency. Send This will require both you and the homeowner to sign the document. This process will be managed through Docusign. Please confirm the schedule numbers and their homeowner email addresses before sending. Any changes will require participants to sign new documents, so please check carefully. DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D The Letter of Agency has been sent. Check Signature(s) You should have received an invitation to sign the document in your email, or you may go directly to to sign. Once it has been signed, you will be able to continue. The system wil auto-complete this section once it has received the signed documents from DocuSign. You may check its progress by clicking the button below. DocuSign DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D WARNING! Send You have changed the list of schedule numbers or the homeowners email addresses. Please confirm the schedule numbers and their homeowner email addresses before resending for signature(s). DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D Signature Progress homeowner1@example.com R001234 R005678 homeowner2@test.com homeowner3@somewhere.com Sign Add / Remove Properties Close DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D DocuSign Envelopes Show Incomplete Enter Appeal Number Appeal Hearing Date Contact Completed Envelopes Actions 2024-0012 7/29/24 1:30 pm Jim Bob Tester 2/4 View Details 2024-0003 7/30/24 11:00 am Jill Sullivan 0/1 View Details 2024-0025 8/2/24 2:00 pm Jerome Williams 1/3 View Details 2 10 NOD LOA SOA Stipulation Abandoned DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D 2024-0012 7/29/24 1:30 pm Primary Recipient Completed Signatures homeowner1@example.com 2/4 homeowner2@example.com 0/4 homeowner3@example.com 1/4 Close DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D homeowner1@example.com User Signed assessor@eagle.co homeowner1@example.com agent@test.com hearingofficer@eagle.co Close Abandon DocuSign Envelope ID: 00BB6C16-260C-42B3-9519-4DAEC8CE918D