Approve Fifth Amendment to Agreement No. CW2232450 with Persimmony International, Inc., relating to providing a case management system, increasing the maximum contract amount by $1,089,604 from $4,900,000 to $5,989,604, and extending the agreement for a 24-month period through June 8, 2028, that has been reviewed and approved by County Counsel as to form and legality. An exception to Board of Supervisors Policy 5.4.5.4, Length of Term of Contracts, has been approved by the Office of Countywide Contracting Management. (LA)

The document discusses the Fifth Amendment to Agreement No. CW2232450 with Persimmony International, Inc., which involves providing a case management system. The amendment proposes an increase in the maximum contract amount and an extension of the agreement for 24 months. It outlines the reasons for the amendment, including expanded business requirements for the Public Health Department and the need for a new case management system. The document also details the fiscal implications, contract history, and the consequences of not approving the amendment.

Key points

• The Fifth Amendment increases the contract amount by $1,089,604 and extends the agreement through June 8, 2028.
• The Persimmony platform is used by home nurses for case management and documentation.
• The Public Health Department's requirements have expanded to include mobile accessibility and interoperability with state systems.
• A new Request for Proposals was issued to procure a successor system, with completion anticipated in July 2026.
• Failure to approve the amendment would impact the Public Health Department's ability to use the current system.

Limitations

• The document contains placeholders for attachments that are not filled in.
• The document does not provide specific details on the Board of Supervisors' votes or decisions.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

This document is an agreement between the County of Santa Clara and Persimmony International, Inc. for a case management system. The agreement is titled 'Persimmony Case Management System' and is identified by agreement number CW2232450. The term of the agreement is from June 9, 2019, to June 8, 2024, unless terminated earlier or amended. The total agreement value is not to exceed $3,500,000, with payment terms set at Net 45 days. The agreement includes various exhibits detailing terms and conditions, pricing, specifications, and requirements.

Key points

• Agreement between County of Santa Clara and Persimmony International, Inc.
• Agreement title: Persimmony Case Management System
• Agreement number: CW2232450
• Agreement term: June 9, 2019 through June 8, 2024
• Total agreement value: Not-to-Exceed $3,500,000
• Payment terms: Net 45 days
• Purpose: Contract for case management system for the County of Santa Clara Public Health Department
• Includes multiple exhibits detailing terms, conditions, and requirements

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

The source text indicates this attachment appears to be a draft document.

This document is the First Amendment to Agreement CW2232450 between the County of Santa Clara and Persimmony International, Inc., originally entered on June 9, 2019. The amendment revises the agreement term to commence on June 9, 2019, and expire on August 8, 2024. All other terms remain unchanged. The amendment is administered by Erica Criley, Buyer II.

Key points

• First Amendment to Agreement CW2232450
• Parties involved: County of Santa Clara and Persimmony International, Inc.
• Original agreement date: June 9, 2019
• Revised agreement term: June 9, 2019 - August 8, 2024
• Amendment administered by Erica Criley, Buyer II

Limitations

• The document appears to be a draft as it contains placeholders for signatures and titles.
• The document does not specify the exact nature of the amendments beyond the term revision.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

The source text indicates this attachment appears to be a draft document.

This document is the Second Amendment to Agreement CW2232450 between the County of Santa Clara and Persimmony International, Inc. It revises the agreement term to commence on June 9, 2019, and expire on September 8, 2024. All other terms remain unchanged. The amendment is administered by Erica Criley, Buyer II.

Key points

• Second Amendment to Agreement CW2232450.
• Parties involved: County of Santa Clara and Persimmony International, Inc.
• Original agreement date: June 9, 2019.
• Revised expiration date: September 8, 2024.
• Amendment administered by Erica Criley, Buyer II.

Limitations

• The document includes placeholders for signatures and titles that are not filled in.
• The document appears to be a draft as it contains unresolved placeholders.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

This document is the Third Amendment to Agreement CW2232450 between the County of Santa Clara and Persimmony International, Inc. It revises the agreement term to commence on June 9, 2019, and expire on October 8, 2024. All other terms and conditions remain unchanged. The amendment is administered by Erica Criley, Buyer II.

Key points

• Third Amendment to Agreement CW2232450.
• Parties involved: County of Santa Clara and Persimmony International, Inc.
• Original agreement date: June 9, 2019.
• Revised expiration date: October 8, 2024.
• Amendment administered by Erica Criley, Buyer II.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

The source text indicates this attachment appears to be a draft document.

This document is the Fourth Amendment to Agreement CW2232450 between the County of Santa Clara and Persimmony International, Inc. It amends the agreement originally entered on June 9, 2019, to provide case management systems for the County's Public Health Department. The amendment revises the agreement term, total agreement value, and updates the County Contract Administrator's contact information. It also adds new sections regarding disputes, compliance with the Levine Act, click-through agreements, COVID-19 requirements, and makes various revisions to the County Standard Terms and Conditions, including pricing, payment, disentanglement, indemnity, and record retention. Several sections have been deleted or replaced with new provisions.

Key points

• The agreement term is revised to commence on June 9, 2019, and expire on June 8, 2026.
• The total not to exceed value of the agreement is revised to $4,900,000, an increase of $1,400,000 from the previous value.
• The County Contract Administrator is updated to Erica Criley.
• New sections added include provisions for disputes, Levine Act compliance, click-through agreements, and COVID-19 requirements.
• Several sections of the County Standard Terms and Conditions have been deleted or replaced with new language regarding pricing, payment, disentanglement, indemnity, and record retention.

Limitations

• The text appears to be truncated, which may affect the completeness of the summary.
• Some sections are marked as 'INTENTIONALLY LEFT BLANK' or contain unresolved placeholders.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

The source text indicates this attachment appears to be a draft document.

This document is an approval request for extending an existing contract with Persimmony International, Inc. for case management software used by the Public Health Department. The current contract, valued at $4,900,000, is set to expire on June 8, 2026. The request seeks a 24-month extension, increasing the total contract value to $5,989,604, to ensure continuity during the transition to a new case management system. The extension is justified due to the ongoing evaluation of proposals for a successor system, with the new system expected to be operational by June 2028.

Key points

• The contract with Persimmony International, Inc. is currently valued at $4,900,000.
• The current contract end date is June 8, 2026.
• A 24-month extension is proposed, increasing the total contract value to $5,989,604.
• The extension is necessary to ensure continuity while transitioning to a new case management system.
• The new system is projected to be operational by June 2028.

Limitations

• The document contains unresolved placeholders such as the budgeted amount of the project and the anticipated contract start date.
• The document appears to be a draft as indicated by the presence of revision dates and incomplete sections.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

This document is the Fifth Amendment to the Agreement between the County of Santa Clara and Persimmony International, Inc. It amends the original agreement from June 9, 2019, to provide case management systems for the County's Public Health Department. The amendment includes an increase in the total not to exceed value of the Agreement to $5,989,604, the addition of a new fee schedule, and modifications to compliance sections regarding the Levine Act and web accessibility requirements. The amendment is effective June 2, 2026.

Key points

• Fifth Amendment to Agreement CW2232450.
• Originally entered on June 9, 2019.
• Amendment approved on June 2, 2026.
• Total not to exceed value increased to $5,989,604.
• New fee schedule (EXHIBIT B2) added.
• Modifications to compliance with the Levine Act.
• Removal of COVID-19 requirements.
• New accessibility requirements for web content and mobile applications.

Limitations

• The document contains unresolved placeholders for dates and signatures.
• The text does not specify the exact nature of the compliance modifications.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.