HomeMy WebLinkAboutR-2012-014 Tyler Technologies Financial Accounting Software Update RESOLUTION NO. R-2012-014
A RESOLUTION ACCEPTING THE PROPOSAL OF TYLER TECHNOLOGIES TO UPGRADE
EXISTING FINANCIAL ACCOUNTING SOFTWARE AND ADD A NEW MODULE FOR
PROJECT ACCOUNTING TO SUCH SYSTEM, AUTHORIZING THE EXPENDITURE OF
FUNDS IN THE AMOUNT OF E25,350 FOR SUCH PURPOSES AND AUTHORIZING THE
CITY ADMINISTRATOR TO ENTER INTO AN ANNUAL SERVICE AGREEMENT FOR
ONGOING MAINTENANCE AND TRAINING
WHEREAS, the City issued a request for proposals to Tyler Technologies as its financial
software vendor for the purpose of purchasing and installing financial management software
applications; and
WHEREAS, the City also requested a proposal for project acwunting soflware from Tyler
Technologies; and
WHEREAS, the proposal and the software system proposed by Tyler Technologies
$25,350 has been evaluated by the Finance Director and recommended as the most
advantageous proposal for use by the City; and
WHEREAS, the Board of Aldermen find it is in the best interest of the City to purchase such
soflware and provide for annual training and license fees associated therewith as set forth in
Exhibit A attached hereto;
NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF ALDERMEN OF THE
CITY OF RIVERSIDE, MISSOURI, AS FOLLOWS:
THAT the proposal of Tyler Technologies for Financial Accounting Software and Project
Accounting Software the amount of $25,350 is hereby accepted and approved; and
FURTHER THAT the City Administrator is hereby authorized to enter into the Service
Agreement Addendum attached hereto as Exhibit A and to further execute all documents and
agreements necessary or incidental to carry out the terms and conditions of such award and the
City Clerk is authorized to attest thereto.
PASSED AND ADOPTED by the Board of A ermen and APPROVED by the Mayor of
the City of Riverside, Missouri, the � day of � 2012.
. . ����°. ��
• �Kathleen L. Rose, Mayor
' ATT�ST: -
,� r
cl��ic-� ,j ����? .
Robin Littrell, Cit Clerk
Approve�s tp Form:
��
a y mps , City Attorney
Existing Customer � � � � � � � O ��
TSM: R. Reeves �
ADDENDUM
Per Contract ID # 2006-0294, issued 7/31/06 and received 8/7/06, the City of Riverside,
MO desires to add the following applications and services:
A iication Sokware �TY Licenae fee Annual Fee
IncoAe Financlal htanagement Sufte 1 3.850 9fi3
Projed Actountin9
Incocle Appiication Subtotai 3,650 9�
Appiicetlmi and Syetem Sofiware Total �~ � 3.850 � S�
A Ilca[lon Profeasional Sarvfces Summe Est6nated Houra Entimated Serviwe
6nplemenrotion Services ' � �;00
12
Financiai Suita
Pro(essional Services Toml
12 1,500
Estimeted Entimeled
Im lementetlon 5ervices Breakdown OTY Houra SeMCen
in<ade Financial Suife _____�__._.__-------�—�---
— ___
Incode Financlel Applicedona , ,
_ Pm�C Actounbn9..____ ]__... _....._. _.?? . .__..
_._..._.. ._._._ ......"_"'_ _
Rnanciai Suite Sutrrotal 12 7.500
Please Note: Travel expenses will be billed as incuned.
ACCEPTED BY: ACCEPTED BY:
CITY OF RIVERSIDE, MO TYLER TECHNO OGI'S, INC.
� � ��� Y,Q p n/..J O� �- B
Signature Signat re
Executive Vice President, Finance, LGD
Tit e Title
2/I/12 2/I/I2
Issue Date Issue Date
ExistingCustomer ������ �0��
TSM: R. Reeves
ADDENDUM
Per Contract ID # 2006-0294, issued 7/31/06 and received 8/7/06, the City of Riverside,
MO desires to add the following services and maintenance regarding the V.X migration:
an„�,ei
Applicntioo Sof[EVare t�tY Licenae G oe kininfenanee
inro te finan<ial tdv�nq_r.me u S. �te ..... _ 1 5 550
. . _... .._.....
........ ........ ......... .._._.
lacade Flnendai Applications
Core Financials
(Gn��ora? Latuoc 6�tlgor F' Ea�:k Rnca'. Acsou�[.z Puveb°¢7
Purchesing �
FixEd hssets
incaile _Antenc0onnnent tA�noc�emen _ � E06
Incode Printing aud Reportinp Solutions ....-'-'—�— T"
Osla6ase ERD fEntNy Resourcx Dia9ram�
InmAe Appiicnrir,n Suhfo[al
5 1!9
ApVIIrnHOn aw:l SYStem Snfttsare Tqinl __ --�' S9d9
Addendum continued:
/i �p�fCation Prat[w,im�ni Se�:tr.ms 5ommary Esbmated H�ws Esiimntnd Serntes
bnplem�suttitio�� Servlces
financialSune fl � t960
IPl[nOfi ProPocsional Servi�.es
IIdCWErXMig�a!ionS?c¢es � 8� � IDA00
Pro7ecl bian�go-munt � 2.5�0
Pinai Im�lomentation Ser.�ws � 40 � 5900
Profeasionoi Seraicey 7ptN: 128 iB.5U0
(:stimat�cl E:siimnted
hnplemen�attou Ser.ices Bizando�r:n �]7Y Nours Servicee
h�code Fin3nciai Sulte
Incode Rnencial Applica[ions
Cme Ffnt�nciais ` 1
r3er,ere•'Lao'qer Suape[PreG Eanr: Feror' o,�-Er;ytmp+, Es,eeder dccacr,�FAb�ac'e ReroT Irnfe:"d:er.=�i
Purchasing ' 1
Flxed Assels ' 1
F�ponciai Consultinp Semc>s " 8 1 OOQ
Fiunncial Suite 5iibro�nl -- —� �-------_ 6 1 d06
inca:ie C.ontent 61ann��emem Suire
__. ._._. _._.. .__. _._ ._.. ._.. ...............
In<ode Printlng and Reponing SoW[imn
D2labasa ERLilEnli�y Rzscurce Qiagram� 1
"'_._.. ..._. _._. .._.
Contenrf,lai�a�umen� Sui�e Sabiozai �'��' -"'.. ..'--""-
Profetslwial Serr
INCODE hiigrelba Services
INCGUL e k F9nanaal tAigreeun Sar.ice. 80 10 000
Pro(esaional Services
Pro�ec� Fdnnag>mpnt 2 500
FinallmpleMen�afwn JD 5.000
Prntessionnl Ser:tws Suht�tol � 126 17.506
Please Note: Travel expenses will be billed as incurred.
ACCEPTED BY: ACCEPTED BY:
CITY OF RIVERSIDE, MO TYLER TECHNOLOGIES, INC.
_By: A�Y�C�C/�v � ' /�.l3Cl�C.J BY: U ���'�l �
Signature ' Signature
���n,��J
TiUe Title
2/3/12 2/3/12
Issue Date Issue Date
CLIENT �OPY
-������
o��R��
System Agreement
Between
Tyler Technologies, Tnc.
5808 4th Street
Lubbock,Texas 79416
(800) 646-2633
(806) 797-4849 Fnx
AND
City of Riverside
2950 M•V Vivion Rd
Riverside, MO 64150-1502
Phone: (816) 372-9009
Fax: (816) 746-8349
tyler
'i�ec:lir�io�uGiF;
A I
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�" I � r CustomerN�me: CllyofNNenida
y � Conlecl: DonnaResz
'i CCIiNOLU41C5 �ab: JutyJl,7ooe
Sal�sman: Robin H�swt
Software Licenses and Professfonal Services
�
Estimstetl EsOmatatl
IleellanSeltwer� OTY Llcansefao Convarmlon Houn Servlcae TolalCOat
Flne ncial Applicallons
PurUaeaOrdus f 6,000 72 1,M0 8,<IO
INCODESu6total 6,000 1Y 1,440 8,440
Total S,WO 12 7,140 B,140
I
i
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tyler
TE'CHWc�IUrl[s
AGREEMENT
This agreemrnt is entered into by and behveen Tyler Teclmologies, Inc.,
heminafter nferted to az INCODE, located a[ 5808 -0ti� Street, Lub6ock, Texas 79d16; and; City of Riverside
hereinalter roferted to ns Clien� on, , 2006.
INCODE aud Client egree as follmvs:
1. INCODE shell furnish the products and services as desecibed in this Agreement, �u�d Client shall pay the prices
set forth in this Agreement.
2. This Agreement consists of Ihis Cover nnd the foilowing Atlactuncnts and 6xhibits:
Secliou A Investment Summary (A-D)
Sec[ion B Company Ageemen[ Tertns and Conditions
Secdon C &xhibit I- Delivery At�eshnent
3. The License Fees set forth in the Inveslment Summary are bazed on defined calegop� levels. Placr
menl within a category is based on the size of [he orgaoizetion serviced a�id measured by such Factors ��.
as operating budgct, number of empbyees, numbcr of uiilily accounts, number of swom otiicers, �
populntion oftlie eutity, etc.
A1 W[1'NESS NHEREOF, penons having been dnly aulhorized end empowwed ro enter iub this
Agre<mmt hereunto ezecuhd �his Agrcanent effective as of the date las[ set forth below.
CLIENT: CltyofRh�ersidc COb1PA
� � � � `"l., By: � ��
8:
Sign e - SigneNre �
.. Execulive Vics President, Client Services
Title Title -
7/31/O6
Dnte Issue Date
Sales Tax Ce�tificate Number
D
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I
t y I e r CmlemetN�m�: LNyolPownlEe I
�°^�'� DoniuR�sx
fF<,hNOSOGIFS Dale JuyJ1.]006
B�NSm�n: p p
Invectment Summary
Canlnct ID p: 2006019I
PrepareJ (on Clty ofRh'enlde
CantaclPerwm DonoaReu luueDaln 7/!1/O6
Addrm: 2950NW Vi�ionRd
Rirerside,At061150.1503 Sulnmcnt J.SOber/
Phonr. (8t6)372-9009
Fes: (81�7J68J49 R. Ree�e�
CmoIL• � drcs�iiji�xrsldemo.com TarExempl: 1'a/T'o
.;�PSpdpMBSC43z��k�9li�orn� " :;_- . � - "3fD3ignai�7is_ 9a$eli"v'e_`ry` G.le�Yt�1�fJ ,.. ��ros��.QCtun — !'oiqlt' _-T7itn�e�
Tablppp&slbKaoTwn — —
lbnnA�s 1.Y5U.00 9.000.00 150.00 6.000.00 1.150.W
Tobl ProNnbnal &rvk�s
On5ile5rrvkva 1,a10.00 f.MO.00
EsGmabE Trawl
FsEmafe10o-5ReServip�invelEryanse ��� ���
= __ -�2'ufa]s _ _ — Y f 25206 '3�00��4 � _75000 _ , - �,JilY�oo T997if1f �_-���000_i�.
c
tylerz�o��s.
EXHIBIT 1 — DELIVERY ATTESTMENT
The Delivety Attestmeut test detailed below will be conducted following the INCODE software
install and prior to the implementation. Tl�e test is perfonned using the INCODE Sample Database. �
This database contains general ivformarion applicable to all customers. Given this, the tests will not !
validate site specific functionality. Rather, the tests will affirm that the INCODE system is installed �
and performs base line functions. Customer specific functionality will be reviewed during the
implementation phase when site-specific data will be built and applied against desired functionality.
Each suite has a space where clients wili be asked to initial certifying the software has been
installed and accepted. If a section does not apply to you, then please mark it as N/A. Please
fili out the Client and Contact Name, initial the appropriate space and fax this document to
(806) 797-4849, attn: Implementation.
Client Name
Contact Name
Date
Financial Suite
1. View General Ledger Account Manager (Initial)
2. View Budget Maintenance
3. View AP Vendor Manager
4. Find PO's in PO Inquiry
5. View Inventory Item Maintenance
6. View Fixed Assets Maintenance
7. View Deduction codes
8. View Pay Type codes
9. View Employee Manager
10. View HR Manager
CIS Suite
1. View Fee Schedule with Rate Tables (Initial)
2. View Account Manager
3. View Contact and Property Consoles
4. View Bill Maintenance
5. View License Manager
6. Viaw AR G'�istomer Manager
7. View Permits Project Manager
Court Suite
i. View Citation Maintenance (Initial)
2. View Fee Maintenance
3, View Offense Code Mainte�iance
COMPANY AGREEMENT
TERMS AND CONDITIONS
Geuerel Payment Terms conditions and limitations in this
1. CLIENT will pay to COMPANY an Software License Agreement.
initial deposit uyon execution of flus b) Owuemhip of the sofiware products,
Agreement tliat equals 25% of the total accompanying documentation and
amount as specified in this Agi�ement, related materials, and any modifications
not including Annual Software and enhancements to such software
Maintenance, Third Party Software products and any related interfaces shall
Maintenance, and/or Hardware remain wit�i COMPANY.
Maintenance fees; c) The softwue products are not licensed
2. CLIENT will pay a second to perform functions or processing for
installment to COMPANY upon delivery subdivisions or entities that were not
of the software products that equals 60% considered by COMPANY at the time
of the Applicadon SoRware License COMPANY issued this Agreement.
Fees and 75°/a of the System SoRware d) The right to transfer this license to a
License Fees; Delivery Attestment is replacement hazdware system is included
included as Exhibit 1. in this Software License Agreement. The
3. The remaining 15% balance of the cost £or new media or any required
total amount specified in this Agreement technical assistance to accommodate the
for all products and License fees shali be transfer would be billable charges to
paid after (a) COMPANI"s verification CLIENT. Advance written notice of any
of the software products, (b) CLIENT's such transfer shall be provided to
completion of its own validation process, COMPANY.
or (c) CLIENT's live processing. In no e) CLIENT agrees that the sofiware I
case, shall this period exceed thirty (30) products, any modifications and
days from live processing or one enhancements and any related interfaces i
hundred-eighty (180) days from are proprietary to COMPANY and have
installation of the software. been developed as a trade secret at
4. Services shall be bilied as delivered COMPANY's expense. CLIENT agrees
plus expenses and are due and payable to keep the software products
net 30 days.
confidential and use its best efforts to
prevent any misuse, unauthorized use or
Sofrivare License Agreement unauthorized disclosures by any partY of
1) Software Product License, any or all of the software products or
a) Upon CLIENT's payment for the accompanying documentation.
software products listed on the cover of � If CLIENT has made modifications to
this Agreement, for the license fees set the sofiware products, COMPANY will
forth in the Investment Summazy, not support or coizect errors in the
COMPANY shall grant to CLIENT and modified soflware products, unless
CLIENT shall accept from COMPANY modifications were specifically
a non-exclusive, nontransferable, authorized in writing by COMPANI'•
nonassignabSe license to use the software g) CLIENT may make copies of the
products and accompanying software products for archive purposes
documentation for internal business only. CLIENT will repeat any
purposes of CLIENT, subject to the propiietary notice on the copy of the
software products. The documentation
1
COMPANY AGREEMENT
TERMS AND CONDITIONS
accompaztying the soflware products additional fifteen (15) days is allowed
may not be copied except for interna] for the CLIENT to provide written
use, clarification and details for the disputed
h) The term of the license granted by this invoice. COMPANY shall provide a
Section shall be perpetual. written response to CLIENT that shall
i) COMPANY maintains an escrow inch�de either a justification of the
agree�ment with an Escrow Services invoice o� an explanation of an
Company under which COMPANY adjustment to the invoice and an action
places the source code of each major plan that will outline the xeasonable
release. At CLIENT's request, steps needed to be taken by COMPANY
COMPANY will add CLIENT as a and CLIENT to resolve any issues
beneficiary on its escrow account. presented in CLIENT's notification to
CLIENT will be invoiced the annual COMPANY. CLIENT may withhold
beneficiary fee by COMI'ANY and is payment of only the amount actually in ;
solely responsible for maintaining its dispute until COMPANY pmvides the ;
status as a beneficiazy. required written response, and full
2) License Fees. payment shall be remitted to
a) CLIENT agrees to pay COMPANY, COMPANY upon COMPANY's
and COMPANI' agrees to accept from completion of all materiai action steps '
CLIENT as payment in full for the required to remedy the disputed matter.
license herein, the total sum of the Notwithstanding the foregoing sentence,
COMPANl' license fees set forth in the if COMPANl' is unable to complete all
Investment Summary. material action steps required to remedy
b) The license fees listed in the the disputed matter because CLIENT has
Investment Summary do not include any not completed the action steps required
tax or other govemmental impositions of them, CLIENT shall remit full
including, without limitation, sales, use payment of the invoice.
or excise tax. All applicable sales tax, d) Any invoice not disputed as described
use tax or excise tax shall be paid by above shall be deemed accepted by the
CLIENT and shall be paid over to the CLIENT. If payment of any invoice that
proper authorities by CLIENT or is not disputed as described above is not
reimbursed by CLIENT to COMI'ANY made within sixty (60) calendar days,
on demand in the event that COMPANY COMPANl' reserves the right to
is responsible or demand is made on suspend delivery of all services under
COMPANY far the payment thereof. If the Inveshnent Summary, this Sofivare
tax-exempt, CLIENT must provide License Agreement, the Professional
COMPANY with CLIENT's tax-exempt Services Agreement, the Maintenance
number or form. Agreement and, if applicable, the Third
c) In the event of any disputed invoice, Party Product Agreement.
CLIENT shall provide written notice of 3) VeriCcatlon of the Sofrivare
such disputed invoice to Attention: Products.
COMPANl' Conholler at the address a) At the CLIENT's request, within thirty
listed on the cover of this Agreement, (30) days after the software products
5uch written notice shall be provided to have been installed on CLIENT's
COMPANY within fifteen (15) days. An system, COMPANY will test the
2
COMPANY AGREEMENT
TERMS AND CONDITIONS
software products in accorda�ice with gross mistakes that amount to &aud and
COMPANY's standard verification test the operation of auy provisiou of this
procedure. DemonstraUon shall Agreement which specifically survives
constitute CLIENT's verification that the verification. In the event said
so$ware products substantially comply verification becomes other than final, or
with COMPANY's docume�itation for becomes inconclusive, pursuant to this
the �ost cuizent version of the software paragraph, i CLIENT's sole right and
products and functional descriptions of remedy agatnst COMPANY shal! be to �
the softwaze found in COMPANY's require COMPANY to correct the cause I
written proposal to CLIENT. Upon such thereof.
veiification, CLIENT shall pay the e) COMPANY shall conect any
remaining balance in accordance with functions of the soflware products which
the payment teims listed in Section failed the standard veriffcation testing or
General Payment Terms or amended in failed to comply with COMPANY's
any attached addendum. documentation for the most current
b) At its option, CLIENT may perform version of the software products and
CLIENT's own defined internal functional descriptions of the software
validation process to test the softwa�•e to found in COMPANY's written proposal
substantially comply with COMPANY's to CLIENT. If CLIENT has made
documentation for the most current modifications to the software programs,
version of the software products and COMPANY wil! not make such
functional desciiptions of the software con•ections, unless such modificarions
found in COMPANY's written proposal were specifically authorized in writing
to CLffiNT. Such validation test shall by COMPANY.
constitute CLIENT's verificafion. Upon 4) Schedule of Ver�cation.
such validation, CLIENT shall pay the COMPANY will install the software
remaining balance in accordance with products and cause the same to be
the payment terms listed in Section verified within sixty (60) days after
General Payment Terms or amended in CLIENT makes available to COMPANY
any attached addendum. the equipment into which the soRware
c) Notwithstanding anything contrary product is to be loaded. COMPANY
herein, CLIENT's use of the sofhvare shall exercise reasonable efforts to cause
products for its intended purpose, shall the software products to be verified
constitute CLIENT's verification of the according to the schedule set forth in this
software products, without exception paragraph, but COMPANX shall not be
and for all purposes. liable for failure to meet said schedule if,
d) Verification or validation, by and to the extent, said failure is due to
CLTENT, that the sofiware products causes bayond the control and without
substantially comply with COMPANY's the fau(t of COMPANY.
documentation for the most cun•ent 5) Limited Warranty. COMPANX
version of the software products and warrants that the then current,
functional descriptions of the software untnodified version of the COMPANY
found in COMPANY's written proposal Soflware Products will substantially
to CLIENT shall be final and conclusive conform to the then current version of its
except for latent defect, fraud, and such published Documentation. If the
3
COMPANY AGREEMENT
TERMS AND CONDITIONS
Soitware Products do not perform as information and assistance to defend
wan•anted, COMPANY's obligation will such claim or proceeding and fiuther ,
be to use reasonable efforts, consisteut provided that COMPANY shall have
with indushy standards, to cure the sole control of the defense of any claim I
defect. Should COMPANY be unable to or proceeding and all negotiations for its
cure the defect or provide a replacement compromise or settlement provided that I
prod�ct, CLIENT shall be entitled to a COMPANY shall consult with CLIENT
refund for the license fee paid for regazding such defense. In the event that
application. THIS WARRANTY IS IN the soflware products are finally held to
LIBU OF ALL OTHER be infringing and its use by CLIENT is
WARRANTIES. TO THE MAXIMtJM enjoined, COMPANY shall, at its
EXTENT PERMITTED UNDER election; (1) pmcure for CLIENT the
APPLICABLE LAW, ALL OTHBR right to continue use of the software
WAILI2ANTIES, CONDITIONS AND products; (2) modify or replace the
REPRESENTATIONS, WIIETHER software products so that it becomes
EXPRESS, IMPLIED OR VERBAL, non-infringing; or (3) if procm•ement of
STATUTORY OR OTHERWISE, AND the right to use or modification or
WHETHER ARISING UNDER THIS replacement can not be completed by
AGREEMENT OR OTHERWISE ARE COMPANY, terminate the license for
HEREBY EXCLUDED, INCLUDING, the infringing softwaze product, and
WITHOUT LIMITATION, THE upon termination, refund the license fees
IMPLIED WARRANTIES OF paid for the infringing software product
MERCHANTABILITY AND F1T'NESS as depi�eciated on a straight-line basis
FOR A PARTICULAR PiJRPOSE. over a period of seven (7) years with
6) Limitation of Liability. such depreciation to commence on the
(a) In the event that the software execution of this Agreement.
products are determined to infringe upon COMPANY shall have no liability
any existing United States patent hereunder if CLIENT modified the
copyright or h•ademark rights held by software products in any mauner without
any other person or entity, COMPANY the prioi` written consent of COMPANY
shall defend and hold harmless CLIENT and such modification is determined by a
and its officers, agents and employees court of competent jurisdiction to be a
from any claim or proceedings brought contributing cause oF the infiingement or
against CLIENT and from any cost if the in&ingement would have been
damages and expenses finally awarded avoided by CLIENT's use of the most
against CLIENT which arise as a result current revision of the soRwue products.
of any claim that is based on an assertion The foregoing states COMPANY's
that CLIENT's use of the soflware entire liability and CLIENT's exclusive
products under this Software License remedy with respect to any claims of
Agreement constitutes an infringement infringement of any copyright, patent,
of any United States patent, copyright or trademark, or any property interest rights
hademark provided that CLIENT by the software products, any part
notifies COMPANY prompUy of any thereof, or use thereof.
such claim or proceeding and gives b) THE RIGHTS AND REMEDIES
COMPANY full and complete authority, SET FORTH IN TffiS SOF'I'WARE
4
COMPANY AGREEMENT
TERMS AND CONDITIONS
LICENSE AGREEMENT ARE make any claim or assert any right under i
EXCLUSIVE AND IN LIEU OF ALL this agreement.
OTf3ER RIGHTS AND REMEDIES OR 9) Governing LaFV. This Software �
WARRANTIES EXPRESSED, License Agreement shal] be govemed by
IMPLIED OR STAT[JTORY, and construed in accordance with the
INCLUDING WITHOUT laws of CLIENT's state of domicile.
LIMITATION THB WARRANTIES OF 10) Entire Agreement.
MERCHANTABILTTY, FITNESS FOR a) This So�iwaze License Agreement,
A PARTICLTLAR PURPOSE AND including Exhibit 1 and the functional
SYSTEM INTEGRATION. description of the sofiware products
c) In no event shall COMPANY be found in COMPANY's written proposal
liable for special, indirect, incidental, to CLIENT, represents the entire
consequential or exemplary damages, agreement of CLIENT and COMPANY
including without limitation any with respect to the software products and
damages resulting from loss of use, loss supersedes any prior agreements,
of data, interruption of business understandiugs and representarions,
activities or failure to realize savings whether written, oral, expressed,
arising out of or in connection with the implied, or statutory. CLIENT hereby
use of the software products. acknowledges that in entering into this
COMPANY's liability for damages agreement it did not rely on any
arising out of this Softwaz�e License representations or warranties other than
Agreement, whether based on a theory those explicitly set forth in this Softwaxe
of conhact or tort, including negligence License Agreement and the functional
and strict liability shall be limited to the description of the sofiware prodacts
COMPANY license fees identified in the found in COMPANY's written proposal
Investment Summary. The license fees to CLIENT.
set forth in the Investment Summary b) If any term or provision of this
reflect and are set in reliance upon this Software License Agreement or the
allocation of risk and the exclusion of application thereof to any person or
such damages as set forih in this cu•cumstance shall, to any extent, be
Sofivare License Agreement. invalid or unenforceable, the remainder
7) Dispute Resolution. In the event of a of this Software License Agreement or
dispute between the parties undeY this the application of such term or provision
Sofirvaxe License Agreement pertaining to persons or circumstances other than
to pecuniary damages or losses, the those as to which it is held invalid or
matter shall be settled by arbitration in unenforceable shall not be affected
accordance with the then prevailing rules thereby, and each term and provision of
of the American E�bitration Association. tlils Software License Agreement shall
8) No Intended Third Party be valid and enforced to the fullest
Bene�ciaries. This agreement is entered extent permitted by law.
into solely for the benefit of COMPANY c) This Software License Agreement
and CLIENT. No tlurd party shall be may only be amended, modified or
deemed a beneficiaz•y of this agreement, changed by written inshument signed by
and no third party shall have the right to both par[ies.
5
COMPANY AGREEMENT
TERMS AND CONDITIONS
d) CLIENT should return an executed in hourly increments as delivered, plus
copy of this Agreement to COMPANY. travel and other expenses, plus a 10%
If the Agreement is not returned to travel processing fee. CLIENT agrees to
COMPANY within 90 days finm the pay COMPANl' for the actual amount
issue date, then such Agreement is of training pmvided. The quantity in the
subject to be voided and prices are Investment Summary represents only an
subjeqt to change. estimate of tnne requn•ed to complete all
Il) Ceucellatiou or Termination. In phases of this Agreement.
the event of caucellation or termination b) Upon tha completion of each service
of this Software License Agreement, day, or group of days, COMPANY will
CLIENT will make payinent to present a Daily I.og. CLIENT will sign
COMPANl' for all sofiware products, the report indicating acceptance of the
services and expenses delivered or service day and its subsequent billing, or
incurred prior to the tei�nination or noting reasons for CLISNT's non-
cancellation of this Software License acceptance of such. This acceptance is
Agreement. ftnal.
12) Approval of Governing Body. c) CLIENT is not charged for travel
CLIENT xepresents and wan•ants to time to and from the CLIENT's site.
COMPANY that this Soflwaze License Only time spent on-site is billed as
Agreement has been approved by its training time; excluding those cases in
governing body and is a binding which the CLIENT requires the
obiigation upon CLIENT. COMPANY trainer(s) to travel on the
weekend, in which case CLIENT will be
Professtonal Services Agreement billed for weekend travel time at a rate
1) Services Provided. COMPANY shall of $500 per weekend day.
provide some or all of the following d) If CLIENT travels to COMPANX
services to CLIENT', as evidenced in the location far training, then CLIENT
attached Tnvestment Summary: agrees to pay all expenses related to
a) Installation as described in the transpoitation of CLIENT's employees.
Investment Summary; e) All requests for supporting
b) Conversion of CLIENT's existing data documentation shall be made within �
as set forth in the Inveshnent Suuunary. thirty (30) calendar days of invoice
CLIENT is responsible for reading and delivery. Such documentation will
complying with COMPANY's consist of quoted intemet rates within 7
Conversion Statement. days from the date the request is
c) Training/Implementation as set forth received by the COMPANY and not
in the Investment Summary; actual receipts. Such quotes will be
d) ConsulHng/Analysis as set forth in the deemed acceptable documentation if '
Investment Summazy; and price is within 25% of actual amounts
e) Verifica6on Testing as described in charged to CLIENT, adjnsted by unusual
the Software License Agreement. or seasonal travel circumstances.
2) Professional Services F'ees. fl The rates for Veri6cation Testing shall
a) Notwithstanding specific prices to the be the same as the
contrary identified in the Investment Tranung/Implementation rates set forth
Summary, all services will be invoiced in the Investment Summary.
6
COMPANY AGREEMENT
TERMS AND CONDITIONS
g) The rates listed in the Investment if COMPANY is �uiable to complete all
Summaiy do not include any tax or other material action steps required to remedy
governmental impositions including, the disputed matter because CLIENT has
without limitation, sales, use or excise not completed the action steps required ,
tax. All applicable sales tax, use tax or of them, CLIENT shall remit Full
excise tax shall be paid by CLIENT and payment of the invoice.
shall , be paid over to the proper j) Any invoice not disputed as described
authorities by CLIENT or reimbursed by above shall be deemed accepted by the
CLIENT to COMPANY on demand in CLIENT. If payment of any invoice that
the event that COMPANY is responsible is not disputed as described above is not '
or demand is made on COMPANY for made within sixty (60) calendar days,
the payment thereo£ If tax-exempt, COMPANY reserves the right to
CLIBNT must provide COMPANY with suspend delivery of all services under
CLIENT's tax-exempt number or form. the Inveshnent Summary, the Software
h) Payment is due within thirty (30) License Agreement, this Professional
calendar days of invoice. Seivices Agreement, the Maintenance
i) In the event of any disputed invoice, Agreement and, if applicable, the Third
CLIENT shail provide written notice of Party Product Agreement.
such disputed invoice to Attention: 3) Training Envlronment. If training
COMPANY Controller at the address is being conducted at the CLIENT's site,
listed on the cover of this Agreement. the CLIENT is responsible for providing
Such written notice shall be provided to a productive environment to conduct
COMPANY within fifteen (15) calendar training. COMPANI' is not responsible
days of CLIENT's receipt of the invoice. for its inability to conduct training or for
M additional fifteen (15) days is inadequate tranung arising due to
allowed for the CLIENT to provide interruptions and/or unavailability of
written clarification and details for the CLIENT personnel to be trained. Time
disputed invoice. COMPANY shall spent on-site by COMPANY that results
provide a written response to CLIENT in non-productive traimng time beyond
that shall include either a jtiisGfication of COMPANY's control wili be billed as
the invoice or an explanation of an h•aining time. COMPANY will make
adjustment to the invoice and an action reasonable efforts to schedule training
plan that will outline the reasonable on dates requested by the CLIBNT.
steps needed to be taken by COMPANY Trainers will be on-site approximately
and CLIENT to resolve any issues noon Monday through noon Friday.
presented in CLIENT's notification to This allows appropriate travel time to
COMPANY. CLIENT may withhold and from the CLIENT's site.
payment of only the amount actually in 4) Additional Services. Services
dispute until COMPANY provides the utilized in excess of those set forth in the _
required written response, and full Investment Summary and additional
payment shall be remitted to related services not set forth in the
COMPANY upon COMPANY's Investment Summary will be bi(led at
completion of all material action steps COMPANY's then current market rate
required to remedy the disputed matter. for the service as they are incurred.
Nohvithstanding the foregoing sentence,
7
COMPANY AGREEMENT
TERMS AND CONDITIONS
5) Limitation of Liability. COMPANI' 9) Cancellation or Termination. In the
shall n.ot be liable for inaccurate data in event of cancellation or tetmination of
COMPANY's application so$ware tlus Professional Services Agreement,
which is the result of conversion of CLIENT will make payment to
inaccwrate data from the previous COMPANY for all services and
system. COMPANY's liability for expenses delivered ar incuned prior to
damapes at9sing out of this Professional the terminarion or cancellation of this
Services Agreement, whether based on a Professional �ervices Agreement.
theory of contract or tort, including 10) Entire Agreemen�
negligence and strict liability, shall be a) This Professional Services Agreement
limited to the professional service fees represents the entire ag�eement of
identified in the Investment Suuunary. CLIENT and COMPANY with respect
The CLIENT shall not in any event be to the professional services and
entitled to, a�id COMPANY shall not be supersedes any prior agreements,
liable for, indirect, special, iucidental, understaudings and representations,
consequential or exemplary damages of whether written, oral, expressed, i
any nature. The professional service fees implied, or statutory. CLIENT hereby .
set forth in the Investment Snmmary acknowledges that in entering into this '
reflect and are set in reliance upon this agreement it did not rely on any
allocation of risk and the exclusion of representations or warranties other than
such damages as set forth in this those explicitly set forth in this
Professional Services Agreement. Professional Services Agreement.
� Dispute Resolution. In the event of a b) If any term or provision of this
dispute between the pazties under this Professional Service Agreement or the
Professional Services Agreement application thereof to any person or
pertaining to pecuniary damages or circumstance shall, to any extent, be
losses, the mattes shall be settled by invalid or unenforceable, the remainder
arbitration in accordance with the then of this Professional Services Agreement
prevailing rules of the American or the applicaUon of such term or
Arbitration Association. provision to persons or circumstances
7) No Iutended Third Party other than those as to which it is heid
Beneficiaries. This Professional invalid or unenforceable shall not be
Services Agreement is entered into affected thereby, and each term and
solely fox the benefit of COMPANY and provision of this Professional Services
CLIENT. No third party shall be deemed Agreement shall be valid and enforced to
a beneficiary of this Professional the fullest extent permitted by law.
Services Agreement, and no third party c) This Professional Services Agreement
shall have the right to make any claim or may only be amended, modified or
assert any right under this Professional changed by written instrument signed by
Sarvices Agreement. both parties.
8) Governing Law. This Professional d) CLIENT should retum an executed
Services Agreement shall be governed copy of this Agreement to COMPANl'.
by and construed in accordance with the If the Agreement is not retumed to
laws of CLIENT's state of domicile. COMPANY within 90 days from the
issue date, then such Agreement is
8
COMPANY AGREEMENT
TERMS AND CONDITIONS
subject to be voided and piices are entitled "Support Teims for CLIENTs
subject to change. Not Participating in the Annual Software
11) Approval of C.overniug Body. Maintenance Agreement ".
CLIENT represents aud warrants to 3) Payment.
COMPANY that this Professional a) CLIENT agrees to pay COMPANY
Seivices Agreement has been approved the amount idenrified in the Investment
by its goveming body and is a binding Summaty for licensing and support
obliga�ion upon CLIENT. services, as� described below. The
licensing fee of the COMPANY
Annual Sofrivare Maintenance Software includes six month's
Agreement maintenance from the time the Software
1) Scope of Agreement. The CLIENT is installed. The annual amount
agrees to purchase and COMPANY identified in the Investment Summary
agrees to provide services far the will become due the first of the month
software products listed on the cover of following six months after the
this Agreement in accordance with the installation of the COMPANY soflware.
foilowing terms and conditions. Both This payment is due and payable in
parties acknowledge that this Annual accordance with Section General
Software Maintenance Agreement Payment Tercns or amended in any
covers both Support for the softwaze attached addendum.
products listed on the cover of this b) Additional Charges. Any maintenance
Agreement and Licensing of updates of performed by COMPANY for the
such installed software prodncts. CLIENT, which is not covered by this
2) Term of Agreement. This Annual Annual Software Maintenance
Software Maintenance Agreement is Agreement, will be charged at
effective on the date executed by an COMPANY's then current market rates.
officex of COMPANY and shall have a All materials supplied i� connection
term beginning upon the first of the with such non-covexed maintenance or
month six months after the installation of support plus expenses will be charged to
the COMPANY Software and ending CLIENT.
upon the last day of the month one year c) Support and services will be
following that date. suspended whenever CLIENT's account
a) This Aunual Software Maintenance is thirty (30) calendar days overdue.
Agreement will automatically renew for Support and services will be reinstated
subsequent one-year tenns unless either when CLIENT's account is made
pazty gives the other party at least thirty current.
days prior written notice of its intent not 4) Terms and Conditions for
to renew. Fees for subsequent years are Licensing of Updates of the Installed
subject to change. Sofhvare Products.
b) If CLIENT has not elected to a) CLIENT is hereby granted the non-
participate in the COMPANY Annual exclusive and nontransferable license
Soflware Maintenance Ag�eement, or and right to use the additional versions
elects not to renew the Agreement, the of the installed software products listed
CLIEN'T shall acquire Software on the Cover of this Agreement which
maintenance in accordance to the Section COMPANY may release during the term
9
COMPANY AGREEMENT
TERMS AND CONDITIONS
of this Annual Sofiware Maintenance fl CLIENT may make copies of the
Agreement. COMPANY agrees to licensed software products for archive
extend and CLIENT agrees to accept a pmposes only. Tlie CLIENT will repeat
license snbject to the terms and any proprietary notice on the copy of the
conditions contained herein for the sofiware products. The documentation
installed software products. accompanying the pmduct may not be
b) The installed sofiware products listed copied except for intemal use.
are lic�nsed for use oniy for the benefit g) For as lbng as a cunent Annual
of CLIENT listed on the cover of this Soflware Maintenance Agreement is in I
Agreement. The sofiware products are place, COMPANY sha11 promptly ;
not licensed to perform funcrions or correct any functions of the softwu•e
processing for subdivisions or entities products which fail to substan6ally ',
that were not considered by COMPANY comply with COMPANY's '
when COMPANl' placed CLIENT in documentation for the most cun�ent
the categoiies listed on the cover of this version of the software products. If
Agreement. CLIENT has made modifications to the
c) As long as a current Annual Software softwue products, COMPANY will not
Maintenance Agreement is in place, this make such corrections, unless
License may be transferred to another modifications were specifically
hu•dware system used for the benefit of authorized in writing by COMPANY.
CLIENT. CLIENT agrees to notify 5) Terms and Condittons for Support.
COMPANY prior to transfening the a) COMPANY shall provide software
licensed products to any other system. related CLIENT support during standard
The cost for new media or any required support hours. Currently, regular
technical assistance to accommodate the support hours are from 8:OOam to
transfer would be billable charges to the S:OOpm Central Standard Time, Monday
CLIENT. thru Friday, excluding holidays.
d) CLIENT agrees that the software Extended support hours are from 7:OOam
products are proprietary to COMPANY to 8:OOam CST and S:OOpm to 7:OOpm
and have been developed as a trade CST, Monday thru Friday, excluding
secret at COMI'ANY's expense. holidays. Incidents (problem calls) may
CLIENT agrees to keep the software be initiated via COMPANY's toll free
products confidential and use its best support line, via e-mail to COMPANY's
efforts to prevent any misuse, support group or via COMPANY's
unauthorized use or unauthorized support web-site during regulu support
disclosures by any party of any or all of hours. During extended support hours,
the software products or accompanying incidents must be initiated via e-mail to
documentation. COMPANY's support group or via
e} If CLIENT has made modifications to COMPANY's support web-site.
the software products, COMPANY will COMPANI' reserves the right to modify
not support the modified software these suppoLt hours as COMPANY sees
producta, unless modifications were ftt in order to better serve its CLIENT.
specifically authoiYZed in writing by Assistance and support requests which
COMPANY. require special assistance from
COMPANY's development group will
10
COMPANY AGREEMENT
TERMS AND CONDITIONS
be taken and d'u•ected by snpport a) CLIENTs not on Software Stiipport
personneL Maintenance will receive the lowest
b) COMPANY wiil maintain staff that is priority for Software Support.
appropriately h�ained to be familiu wiUi b) CLIENTs not on Software Support
the software products in order to render Maintenance will be required to
assistance, should it be required. purchase new releases of the Software.
c) COMPANY will provide CLIENT New Releases will include fixes,
with a�l updates that COMPt1NY may enhancements and updates, such as, Tax
make to the then cureent version of the Tables, W/2 reporting formats, 1099
installed software products covered in changes, etc.
this Agreement. c) CLIENTs not on Sotlware Support
d) CLIENT acknowledges that the Maintenance will be charged $175 per
updates/enhancements may not be hour with a one-hour minimum for all
compatible with CLIENT's particular software suppod calls.
hardware configuration or operating d) CLIENTs not on Software Support
system. CLIENT acknowledges that Maintenance will not be granted access
additional hardware and software may to COMPANY's software support web-
be required at the CLIENT's expense in sife. �
order to utilize the e) CLIENTs not on Software Support j
updates/enhancements, Maintenance are subject to higher rates i
e) COMPANY will make available for training and continuing education I
appropriately trained personnel to perfoimed by COMPANY employees.
provide CLIENT additional training, This is due to the fact that the CLIENT
program changes, analysis, consultation, may not be utilizing the most current
recovery of data, conversion, non- version of our soflware.
coverage maintenance service, etc., fl COMPANY will not guarantee a
billable at the current per diem rate plus program fix to a documented bug for
expenses. COMPANY e�nploys mR�sy software versions that are not the
CPAs but is not a board registered CPA currently released version. Since every
f���n, CLIENT is on Software Support
� COMPANY shall provide CLIENT Maintenance, often times, bug fixes are
with on-line support through the use of rolled into the latest release and then
communications modem and softwaze. sites are upgraded to the latest release of
6) Support Terms for CLIENTs Not the software.
Participafiug in the Anmial Soft�vare g) If a CLIENT decides to discontinue
Maintenance Agreement. The Software Support Maintenance and later
Software License Agreement includes six chooses to reinstate Soflware Support
months free maintenance. Tf CLIENT Maintenance, the CLIENT will be
elects not to participate in the required to pay the portion of annual
COMPANY Annual Soflware software support maintenance fees for
Maintenance Agreement, CLIENT shall the Enhancement and Software Updates
receive support on a Time and Materials (27%), dating back to the date when the
basis following six months after the CLTENT discontinued Software Support
COMPANY Soflware is installed in Maintenance. Once again, COMPANY
accordance �vith the following terms: feels any CLIENT not on Software
11
COMPANY AGREEMENT
TERMS AND CONDITIONS
Support Maintenance will not be onsite support, application design, and
satisfied with the level of support they other consulting seivices, suppori of an I
will receive, which in turn, makes a operating system or hardware, or any
dissatisfled CLIENT. COMPANY suppori requested outside of standard
prides itself on customer satisfaction, support houxs.
which is why we shrongly encourage b) CLIENT shall be responsible for
every CLIENT to purchase Software implementing at its expense, all changes
SupporE Maintenance. to the curl�ent version. CLIENT
7) Additional Services. The Services understands that changes furnished by
listed below are not included in the COMPANY for the current version are
COMPANY Softwaze Maintenance for implementation in the current i
, Agreement. These services shall be installed software products version, as it
provided at COMPANY's discretion and exists without customization or CLIENT
will be billed on a Time and Materials alteration.
basis at COMPANY's cuizent rates. 9) CLIENT Responsibilities.
a) Changes to print prograrus. a) CLIENT shall pt•ovide, at no charge to
b) Softwaze modifications. COMPANl', full and free access to the
c) Software Training. programs covered hereunder: working
d) Responding to problems caused by space; adequate facilities within a
bad data. reasonable distance from the equipment;
e) Responding to problems caused by and use of machines, attachments,
hardware. features, or other equipment necessary to
� Responding to problems caused by provide the specified support and
operator error. maintenance service. Such environment
g) Responding to problems caused by includes, but is not limited to; use of the
sofiware that is not COMPANY appropriate operating system at the
softwaze. version and release levels specified by
h) Responding to problems resuiting COMPANY and additionally specifies
from misuse, accidents, CLIENT that the environment for any
neglect, fire, or any other cause not COMPANl' soflware application
within COMPANY's reasonable control. requires the CLIENT to have e-mail and
i) Changes inade to the COMPANY Internet access. CLIENT shall provide
Softwaze by someone other than telephone lines, communications
COMPANY personnel. software specified by COMPANY, and
j) Any other services performed by all equipment necessary to use
COMPANY not otherwise specifically COMPANY's on-line support. CLIENT
provided for in this Agreement, including will be responsible for ali additional
but not limited to, bank reconciliation, costs incurred to the extent such
reconciling out of balance reports, hardware and software does not conform
balancing segments of the system, etc. to COMPANY's specifications. The
8) Limitations and Exclusions. The acquisitions of necessary hardware and
support and services of this Maintenance software meeting the requirements then
Agreement do not include the following: in effect shall be sole responsibility of
a) Support service does not include the the CLIENT.
installation of the software products,
12
i
COMPANY AGREEMENT
TERMS AND CONDITIONS
b) CLIENT sUall maintain a dialup, IP or accordance with the laws of CLIENT's
VPN connecdon ttu�ough pcAnywhere, state of domicile.
Citrix or Microsoft Terminal Seivices. 14) Eutire Agreement.
COMPANY, at its option, shall use the a) This Annual Softwaze Maintenance
connection to assist with problem Agreement represents the entire
diaguosis and resolution. This agreement of CLIENT and COMPANY
connec�ion shall be dedicated for the use with respect to the maiutenance of the
of COMPANI' and shall not be shared software products and supersedes any
with fax or intemet connection line. prior agreements, understandings and
c) CLIENT must maintain an active e- representations, whether wiitten, oral,
mail address capable of receiving a 5 expressed, implied, or statutory.
MB attachment. This e-mail account CLIEN'I' hereby acknowledges that in
must be accessible from a PC connected entering into this agreement it did not
to the server hosting the COMPANY rely on any representations or warranties
software applications. other Uian those explicitly set forth in
d) CLIENT must open firewall ports to this Annual Softwaze Maintenance
enable access to COMPANY's F'I'P Agreement.
server for program updates via Live b) If any term or provision of this
Update. Agreement or the appiication thereof to
10) Non-Assignability. The CLIENT any person or cu•cumstance shall, to any
shall not have the right to assign or extent, be invalid or unenforceable, the
transfer its rights hereunder to any party. remainder of this Annual Software
I1) Force Majeure. COMPANY shall Maintenance Agreement or the
not be responsible for delays in servicing application of such teim or provision to
the praducts covered by this Annual persons or circumstances other than �
Software Maintenance Agreement those as to which it is held invalid or I
caused by strikes, lockouts, riots, unenforoeable shall not be affected '.
epidemic, war, government regulations, thereby, and each term and provision of :
fire, power failure, acts o£ God, or other this Annual Software Maintenance
causes beyond its control. Agreement shall be valid and enforced to
12) Limitation of Liability. The the fullest extent permitted by law.
liability of COMPANY is hereby limited c) This Annual Soflware Maintenance
to a claim for a money judgment not Agreement may only be amended,
exceeding the fees paid by the CLIENT modified or changed by written
for services under this Anruial Software instrument signed by both parties.
Maintenance Agreement. The CLIENT d) CLIENT should return an executed
shall not in any event be entitled to, and copy of this Agreement to COMPANY.
COMPANY shall not be liable far, If the Agreement is not returned to
indirect, special, incidental, COMPANY within 90 days from the
consequential or exemplary damages of issue date, then such Agreement is
anynature. subject to be voided and prices are
13) Governing La�v. This Annual snbject to change.
Software Maintenance Agreement shall
Ue govemed by and construed in
13
COMPANY AGREEMENT
TERMS AND CONDITIONS
Ha►•dware and System Sofrivare Such written notice shall be provided to
Agreement COMPANY wiUun fifteen (15) calendar
1) Agreement to License m� Sell days of CLIENT's receipt of the invoice.
Hardware. For the price set forth in the An additionai fifteen (15) days is
Investment Snmmary (Hardware & allowed for the CLIENT to provide
System Software), COMPANY ag•ees to written clarification and details for the
liceuse or sell and deliver to CLIENT, disputed invoice. COMPANY shall
and CLI�ENT agrees to accept from provide a writt�n response to CLIENT
COMPANY the hardware and system that shall include either a justification of
software products set forth in the the invoice or an explanation of an
Inveslment Stuxunary. adjustment to the invoice and an action
. 2) License of Hardware. plan that will outline the reasonable
a) Upon CLIENT's payment for the steps needed to be taken by COMPANY
hazdwaze listed in the Investment and CLIENT to resolve any issues
Summazy, for the license fees set forth in presented in CLIENT's notificaUon to
the Investment Summary, COMI'ANY COMPt1NY. CLIENT may withhold
shall grant to CLIENT and CLIENT payment of only the amount actually in
shall accept from COMPANY a non- dispute until COMI'ANY provides the
exclusive, nontransferable, non- required written response, and full
assignable license to the hardwaze and payment shall be remitted to
system software products and COMPANY upon COIvIPANY's
accompanying documentation and completion of all material action steps
related materials for internal business required to remedy the disputed matter.
purposes of CLIENT, subject to the Notwithstanding the foregoing sentence,
conditions and limitations in this section. if COMPANY is unable to complete all
3) Price. CLIENT agees to pay material action steps required to remedy
COMPANY and COMPANY agrees to the disputed matter because CLIENT has
accept from CLIENT as payment in full not completed the action steps required
for the hardware and system software of them, CLIENT shall remit full
products, the price set forth in the payment of the invoice.
Investment Summary at the following d) Any invoice not disputed as described
manner: above shall be deemed accepted by the
a) Ttventy-five percent (25%) of the CLIENT. If payment of any invoice that
price of all hardware and system is not disputed as described above is not
software products listed in the made within sixty (60) calendar days,
Investment Summary upon execution of COMPANY reserves the right to
this Agreement; and suspend delivery of all services under
b) The remaining balance of the price of the Investment Summaxy, the Software
each item delivered to CLIENT upon License Agreement, the Professional
delivery of each product. Services Agreement, the Maintenance
c) In the event of any disputed invoice, Agreement and this Hardware and
CLIENT shall provide written notice of System Software Agreement.
such disputed invoice to Attention: 4) Costs and Taxes.
COMPANY Controller at the address a) Unless otherwise indicated in the
listed on the cover of this Agreement. Investment Summary, the price includes
ia
COMPANY AGREEMENT
TERMS AND CONDITIONS
costs for sUipment of and insurance data in the form and format requested by
while in transit for the hardware and COMPANY, on or beFore the date
system software products from the specified by COMPANY or to have
supplier's place of manufactm�e to verified such data for accuracy,
CLIENT's site. submission of enroneous data to
b) The price listed in the Invesrinent COMPANY or CLIENT's failure to have
Summary does not include any tax or completely prepaz�ed the Hazdware's
other � goveivmental impositions installation site �prior to the Hardwue's
including, witUout limitation, sales, nse actual delivery inciuding, but not limited
or excise tax. All applicable sales tax, to, failure to have all electrical work and
use tax or excise tax shall be paid by cable installation completed.
CLIENT and shall be paid over to the 8) Installation and Verification. If
proper authoiities by CLIENT or itemized in the Investment Summary, the
reimbursed by CLIENT to COMPANY price includes installation of the
on demand in the event that COMPANY hudware and system software products.
is responsible or demand is made on Upon the completion of instaliation,
COMPANY for the payment thereof. If CLIENT shall obtain from the installer a
tax-exempt, CLIENT must provide certificarion of completion, or similar
COMPANY with CLIENT's tax-exempt document, which certification or similar
number or forrn. document shall constitute CLIENT's
5) F.O.B. Point. Delivery of each acceptance of the hardwaze and system ,
hardware and system software product software products. Such acceptance shall I
shall be F.O.B. CLI�NT's site. be fmal and conclusive except for latent
6) ScLedule of Delivery. Delivery of defects, frand, and such gross mistakes
each hardware and system software as amount to fraud and rights and
product shall take place according to remedies available to CLIENT under the
mutually agreeable schedule, but paragraph hereof entitled Warranties.
COMPANl' shall not be liable for 9) Site Requirements. CLIENT shall
failure to meet the agreed upon schedule prepare the installation site prior to the
if, and to the extent, said failure is due to delivery of the hardware and system
causes beyond the control and without softwaze. CLIENT is solely responsible
the fault of CoMPANY. for and will fumish all necessary labor
� CLIENT Delays. If any act or failure and material to install all associated
to act by the CLIENT delays electrical lines, CRT cables, and
COMPANY's performance, COMPANY telephone lines for communication
shall be excused firom performance for an modems. CLIENT is responsible for
amount of time commensurate with the installing a11 required cables.
delay caused by CLIENT. CLIENT 10) Warranties.
acknowledges that its delay may excuse ALL WARRANTIES RELA'I'ING TO
COMPANY from performance for an THE HARDWARE t1ND SYSTEM
amount of time greater than the delay SOFTWARE ARE PROVIDED
caused by CLIENT. Such delays by DIRECTLY FROM THE HARDWARE
CLIENT that may cause COMPANY to MANUFACTURERS AND/OR
delay performance include, but are not SOFTWARE PUBLISHfiRS iJNDER
limited to failure to have prepaz•ed any THE TERMS AND CONDTTIONS OF
15
COMPANY AGREEMENT
TERMS AND CONDITIONS
THEIR RESPECTIVE WARRANTIES. Investment Sumntary. The prices set
THE WARRANTIES SET FORTH IN forth in the Investment Summary reflect
THIS HARDWARE AND SYSTEM and are set in reliance upon this
SOFTWARE AGREEMENT ARE allocation of risk and the exclusion of
EXCLUSIVE AND IN LIEU OF ALL such damages as set forth in this
OTHER RIGHTS AND REMEDIES Hardware and System Software
REPRL'SENTATIONS OR Agreement.
WARRt1lVTIES EXPRESSED, 13) Dispute Re3olution. In Uie event of
IMPLIED OR STATUTORY, a dispute between the parties under this
INCLUDING WITHOiTI' Hardware and System Software
LIMITATION THE WA1tRANTIES OF Agreement pertaining to pecuniary
MBRCHANTABTLITY, FITNESS FOR damages or losses, the matter shall be
A PARTICiJLAR PIJRPOSE AND settled by arbitration in accordance with
SYSTEM INTBGRATION. the then prevailing rules of the American i
11) Maintenance. There is no hardware Arbitration Association.
maintenance provided puisuant to this 14) Governing La�v. This Hardwaze and
Agreement Hardwue warranty and/or System Software Agreement shall be
maintenance are typically provided by the governed by and construed in
manufacturer or a Third Party. Tn accordance with the laws of CLIENT's
situations where COMPANY and the state of domicile.
CLIENT agee that COMPANY will 15) Cancellation or Termination. In
provide hardware maintenance, such the event of cancellation or termination
hardware maintenance shall be governed of this Hardware and System Software
by the terms of COMPANY's Annual Agreement, CLIENT will make payment
Hardware Maintenance agreement. to COMPANY for all products and
12) Llmitatton of Liabllity. CLIENT related services and expenses delivered
expressly assumes sole responsibility for or incurred prior to the termination or
the selection and use of the hardware cancellation of this Hardware and
and system software, In no event shall System Software Agreement. CLIENT
COMPANY be liable for special, may also be responsible for restocking
indirect, incidental, consequential or fees.
exemplazy damages, including without 16) Entire Agreement.
limitation any damages resulting from a) This Hardware and System Software
loss of use, loss of data, intemtption of Agreement represents the entire
business activities or failure to realize agreement of CLIENT and COMPANY
savings arising out of or in connection with respect to the hardware and system
with the use of the hardware and system softwaz�e products and supersedes any
software products. COMPANY's prior agreements, understandings and
liability for damages arising out of this representations, whether written, oral,
Hardware and System Software expressed, implied, or statutory.
Agreement, whether based on a theory CLIENT hereby acknowledges that in
of contract or tort, including negligence entering into this agreement it did not
and strict liability shall be limited to the rely on any representations or warranties
price of the hatdware and system other than those explicitly set forth in
software products set forth in the
16
;
COMPANY AGREEMENT
TERMS AND CONDITIONS
this Hardware and System SoBware hardware to be covered (i.e. ALL cash
Agreement. drawers, ALL receipt priuters, etc.).
b) Lf any teini or provision of Uiis 2) P►•ice. The CLIENT agrees to pay
Hardware and System Software the Annual Hardware Mainteuance fee
Agreement or the application thereof to specified in this Agreement.
any person or circumstance shall, to any COMPANY guarantees this fee for the
extent, be invalid or unenforceable, the term of the Annua] Hardware
remainde� of this Hardware and System Maintenance Ag�eement. However, fees
SoRware Agreement or the application for subsequent years aze subject to
of such term or provision to persons or change.
circumstances other than those as to 3) Payment. CLIENT agrees to pay the
which it is hefd invalid or unenforceable Annual Hardware Maintenance
shall not be affected thereby, and each Agreement fee in accordance with the
term and provision of this Hardware and following terms:
3ystem Software Agreement shall be a) The CLIENT will be invoiced 12
valid and enforced to the fullest extent months after the initial installation of the
permitted by law. hardware.
c) This Hardware and System Sofiware b) In order for equipment to be eligible
Agreement may only be amended, to be covered under this Annual
modified or changed by written Hardware Maintenance Agreement, the
instrument signed by both parties. equipment must be covered beginning
d) CLIENT should return an executed 12 months after the installation date of
copy of this Agreement to COMPANY. the equipment and must remain under
If the Agreement is not retumed to continuous coverage on the Annual
COMI'ANY within 90 days from the Hardware Maintenance Agreement
issue date, then such Agreement is 4) Equipment Maintenance Program
subject to be voided and prices are Terms. COMPANY agrees to provide
subject to change. the maintenance on the equipment
17) Approval of Governing Body. specified under this agreement in
CLIENT represents and warrants to accordance to the following terms:
COMPANY that tlus Hardware and a) In the event of equipment failure,
System Software Agreement has been COMPANY will repair the defective
approved by its goveming body and is a equipment and provide the CLIENT
binding obiigation upon CLIENT. with "like or near like" equipment while
the defecrive equipment is being
Annual Hard�vare Maintenance repaired.
Agreement b) CLIENT shall notify COMPANY of
1) Scope of Agreement. For the prices equipment failure. Upon notification,
set forth in the Investment Summary, COMPANY will slup via over-night
CLIENT requests to cover and service to the CLIENT the appropriate
COMPANY agrees to cover the loaner equipment The CLIENT shall
equipment specified on tlte cover of this package the defective equipment in its
agreement in accordance with the original container and ship the
following terms and couditions. equipment to COMPANY.
COMPANY requires ali like-kind
17
COMPANY AGREEMENT
TERMS AND CONDITIONS
c) Once the equipment is repaired, it accordance with the laws of CLIENT's
will be shipped to the CLIENT. Upon state of domicile.
receipt of the repan•ed equipment the 8) Endre Agreement.
CLIENT shall ship the louier equipment a) This Annual Hardware Maintenance
back to COMPANY. The loaner Agreement represents the entire
equipment should be shipped back to ageement of CLIENT and COMPANY
COMPANY within two days of with respect to the maintenance of the
receiving 4he repaired equipment. The hardwate and sy9tem software products
CLIENT agrees to pay daily rental fees and supersedes any prior agreements,
to COMPANY if the loaner equipment is understandings and representations,
not shipped back to COMPANY within whether written, oral, expressed,
the time frame specified. implied, or statutory. CLIENT hereby
d) The CLIENT is responsible for aclaiowledges that in entering into this
shipping cost related to shipping agreement it did not rely on any
equipment to COMPANY. COMPANY representations or warranties other than
is responsible for shipping cost related to those explicitly set forth in this Annual
shipping eGuipment to the CLIENT. Hardwaze Maintenance Agreement.
5) Definitions. The following b) If any term or provisiou of this
definitions apply to the terms of this Agreement or the application thexeof to
Annual Hardware Maintenance any person or circumstance shall, to any
Agreement: extent, be invalid or unenforceable, the
a) Loaner Equipment. Equipment remainder of this Annual Hardware
loaned to the CLIENT by COMI'ANY Maintenance Agreement or the
for use while the CLIENT's equipment is application of such ternt or provision to �
being repaired, persons or circumstances other than
b) Like or Near-Like Equipment. those as to which it is held invalid or
Equipment compatible with the unenfoxceable shall not be affected
CLIENT's computer system and capable thereby, and each term and provision of
of performing the tasks performed by the this Annual Hardwaze Maintenance
equipment being repaired. Agreement ahall be valid and enforced to
6) Limitation of Liability. The liability the fullest extent permitted by law.
of COMPANY is hereby limited to that c) This Annual Hardware Maintenance
claim for the money judgment not Agreement may only be amended,
exceeding the fees paid by the CLIENT modified or changed by written
for services under this Annual Hardware instrument signed by both parties.
Maintenance Agreement. The CLIENT d) CLIENT should return an executed
shall not in any event be entitled to, and copy of ttus Agreement to COMPANY.
COMI'ANY shall not be liable for, If the Agreement is not retumed to
indirect, special, incidental, COMPANY within 90 days from the
consequential or exemplary damages of issue date, then such Agreement is
any nature. subject to be voided and prices are
7} Governing Law. This Annual subject to change.
Hardware Maintenance Agreement shall
be governed by and construed in
18
COMPANY AGREEMENT
TERMS AND CONDITIONS
Third Party Product Agreement unauthorized disclosures by aziy party of
1) Agreement to License or Sell Third any ar all of the tliud party software
Party Products. For tlie price set fortli products or accompanying
in the Inveshnent Summary (Hardware documentation.
& System Software), COMPANY agrees e) CLIENT shall not perform
to license or sell and deliver to CLIENT, decompilation, disassembly, translation
and CLIENT agrees to accept from or other reverse engineering on the
COMPAN� the third pu products set software products�.
forth in the Investment Summary. fl CLIEN'T may make copies of the
2) License of Third Party SoftFVare software products for archive purposes
Products. only, CLIENT will repeat any ,
a) Upon CLIENT's payment for the tliird proprietary notice on the copy of the '
party sofiware products listed in the software products. The documentation
Inveshnent Surnmary, for the license accompanying the sofiwaze products
fees set fotth in the Investment may not be copied except for internal
Summary, COMPANY shall grant to use.
CLIENT and CLIENT shall accept from 3) Price. CLIENT agrees to pay
COMPANY a non-exclusive, COMPANY and COMPANY agrees to
nontransferable, non-assignable license accept from CLIENT as payment in full
to use the third party sofiware products for the third party products, the price set
and accompanying documetitation and forth in the Inveshnent Summary at the
related materials for inteinal business following manner:
purposes of CLIENT, subject to the a) T�venty-five percent (25%) of the
condirions and limitations in this section. price of all third party products listed in
b) Ownership of the third paity software the Investment Summary upon execution
products, accompanying documentation ofthisAgreement;and
and related materials, shall remain with b) The remaining balance of the price of
the third party manufactuxer or supplier. each item delivered to CLIENT upon
c) The right to hansfer this license to a delivery of each product.
replacement hardware system is c) In the event of any disputed invoice,
governed by the Third Party. The cost CLILNT shall provide written notice of
for new media or any requii�ed technical such disputed invoice to Attention:
assistance to accommodate the transfer COMPANY Controller at the address
would be biliable charges to CLIENT, listed on the cover of this Agreement.
Advance written notice of any such Such written notice shall be provided to
transfer shall be provided to COMPANl' within fifteen (15) calendar
COMPANY. days of CLIENT's receipt of the invoice.
d) CLIENT agrees that the third party An additional fifteen (15) days is
software products are proprietazy to the allowed for the CLIENT to provide
third party manufacturer or supplier and written clarification and details for the
have been developed as a trade secret at disputed invoice. COMPANY shall
the third-party's expense. CLIENT provide a written response to CLIENT
agrees to keep the software products that shall include either a justification of
confidential and use its best efforts to the invoice or an explanation of an
prevent any misuse, unauthorized use or adjustment to the invoice and an action
19
COMPANY AGREEMENT
TERMS AND CONDITIONS
plan that will outline the reasonable proper authorities by CLIENT or
steps needed to be taken by COMPANY reimbursed by CLIENT to COMPANY
and CLIEN'I' to resolve any issues on demand in the event that COMPANY
presented in CLIENT's nofificadon to is responsible or demand is made on
COMPANY. CLIENT may withhold COMPANY for the payment thereof. If
payment of only the amount actually in ta�c-exempt, CLIENT must provide
dispute until COMPANY provides the COMPANY with CLIENT's tax-exempt
required written response, and full number or form. �
paytnent shall be remitted to 5) F.O.B. Point, Delivery of each tlurd
COMPANY upon COMPANY's party product shall be F.O.B. CLIENT's
completion of all material action steps site.
required to remedy the disputed matter. � Schedule of Delivery. Delivery of
Notwithstanding the foregoing sentence, each thu•d party product shall take place
if COMPANY is unable to complete all according to mutually agreeable
material action steps required to remedy schedule, but COMPANY shall not be
the disputed matter because CLIENT has liable for failure to meet the aa�eed upon j
not completed the action steps required schedule if, and to the extent, said failure i.
of them, CLIENT shall remit fiill is due to causes beyond the control and �,
payment of the invoice. without the fault of COMPANY. 'I
d) Any invoice not disputed as described 7) Iustallation and Verificatlon. '
above shall be deemed accepted by the a) If itemized in the Investment
CLISNT. If payment of any invoice that Summazy, Ute price includes installation
is not disputed as described above is not of the third party products. Upon the
made within sixty (60) calendar days, completion of installation, CLIENT shall
COMPANY reserves the right to obtain from the instalter a certification of
suspend delivery of ail services under completion, or similaz• document, which
the Investment Summary, the Software certification or siruilaz document shall
License Agreement, the Professional constitute CLIENT's acceptance of the
Services Agreement, the Maintenance third party products. Such acceptance
Agreement and this Third Party Product shall be final and conclusive except for
Agreement. latent defects, fraud, and such gross
4) Costs and Taxes. mistakes as amount to fraud and rights
a) Unless otherwise indicated in the and remedies available to CLIENT
Tnvestment Summary, the piYCe includes under the paragraph hereof entitled
costs for shipment of and insurance Warranties.
while in transit for the third party 8) Site Requirements. CLIENT shall
products from the supplier's place of provide:
manufacture to CLIENT's site, a) a suitable environtnent, location and
b) The price listed in the Investment space for the installation and operation
Summary does not include any tax or of the third party products;
other governmental impositions b) sufficient and adequate electrical
including, without limitation, sales, use circuits for the third party products; and
or excise tax. All applicable sales taac, c) installation of all required cables.
use tax or excise tax shall be paid by
CLIENT and shall be paid over to the
20
COMPANY AGREEMENT
TERM5 AND CONDITIONS
9) Warranties. Third Party Application Software and
a) COMPANY is authoiized by the installing the software if installation
mauufachuer or supplier of all third services are provided in this Agreement.
party software products listed in the 11) Liroitation of Liability. CLIENT
Inveshnent Summary to grant licenses or e�cpressly assumes sole responsibility for
sublicenses to suchproducts. the selection and use of the Third Party
b) Unless otherwise noted in any Application Software. In no event shall
attached � addendum, COMPANl' COMPANY be � liable for special, �
wan•ants that each third party product indirect, incidental, consequential or i
shall be new and unused, and if CLIENT exemplary damages, including without �
fitlly and faithfully performs each and limitation any damages resulfing from �
every obligation required of it under the loss of use, loss of data, interruption of
Third Party Product Agreement, businass activities or failure to realize
CLIENT's title or license to each third savings arising out of or in connecrion
puty product shali be free and clear of with the use of the third pariy products.
all liens and encumbrances arising COMPANY's liability for damages
through COMPANY. arising out of this Third Party Product
c) The parties understand and agree that Agreement, whether based on a theoiy
COMPANY is not the maruifacturer of of contract or tort, including negligence
the third party products. As such, and strict liability shall be limited to the
COMPANY does not warrant ar piice of the third party products set forth
guarantee the condition of the third party in the Investment Summary. The prices
products or the operation characteristics set forth in the Investment Snmmary
of the third party products. d) THE reflect and are set in reliance upon this
WARRANTIES SET FORTH IN THIS allocation of risk and the exclusion of
THIRD PARTY PRODUCT such damages as set forth in this Third
AGREEMENT ARE EXCLUSNE Party Product Agreement.
AND IN LIEU OF ALL OTHER 12) Dispute Resolution. In the event of
RIGHTS AN17 REMEDIES a dispnte between the parties nnder this
REPRESENTATIONS OR Third Party Product Agreement
WARRt1NTIES EXPRESSED, pertaining to pecuniary damages or
IMPLIED OR STATUTORY, losses, the matter shall be settled by
INCLUDING WIT'fIOUT arbitration in accordance with the then
LIMITATION THE WARRANTIES OF prevailing rules of the American
MERCHANTABILITY, FITNESS FOR Arbitration Association.
A PARTICULAR PURPOSE AND 13) Governing Law. This Third Party
SYSTEM 1N'PEGRATION. Product Agreement shall be govemed by
10) Maintenance. It shall be the and construed in accordance with the
responsibility of CLIENT to repair and laws of CLTENT's state of domicile.
maintain the third party products after 14) Cancellation or Termination. In
acceptance. Support for Third Party the event of canceltation or termination
Applicarion Software is not provided by of this Third Party Product Agreement,
COMPANY unless othenvise specified CLIENT will make paytnent to
in this Agreement. COMPANY's COMPANY for all products and related
responsibility is limited to delivering the setvices and expenses delivered or
21
COMPANY AGREEMENT
TERMS AND CONDITIONS
incurred prior to the termination or Product Agreeme�t has been approved
cancellation of this Third Patty Prodiict by its governing body and is a binding
Agreement. obligation upon CLIENT.
15) Entlre Agreemeut.
a) This Third Party Product Agreement General Retuiv Merchandise
represents the entire agreement of Authorization (RMA) Pollcy.
CLIENT and COMPANY with respect a) In order to return or replace any
to the thiid party products and product ordered� from COMPANY,
supersedes any prior agreements, CLIENT will need to request and obtain
understandings and representations, an RMA number from appropriate
whether written, oral, expressed, COMPANl' personnel. RMA numbers
implied, or statutory. CLIENT hereby will be issued at the discretion of
acirnowledges that in entering into this COMPANl' and products retumed
agreement it did not rely on any without an RMA number may be refused �
representations or warrauties other than by COMPANY. COMPANY reserves '
those explicitly set forth in this Tlurd the right to refitse the return of any
Pazty Product Agreement. product or to refizse the issuance of an
b) If any term or provision of this Third RMA number.
Party Product Agreement or the b) All shipping costs are the
application thereof to any person or responsibility of the CLIEI�IT.
cu•cumstance shall, to any extent, be COMPANY recommends the use of a
invalid or unenforceable, the remainder traceable and insurable shipping source.
of this Third Party Product Agreement or COMPANl' will not be responsible for
the application of such term or provision lost or damaged products as a result of
to persons or cu�cumstances other than the shipping process.
those as to which it is held invalid or c) Qualifying products must be returned
unenforceable shall not be affected unopened with original packaging and
thereby, and each term and provision of materials unless otherwise agreed upon
this Third Party Product Agreement shall by COMPANY. The following
be valid and enforced to the fullest situations will resutt in the refusal of an
extent permitted by law. RMA number and credit will not be
c) This Th'v�d Party Product Agreement issued to client:
may only be amended, modified or • Opened inkjet or laser jet printers
changed by wi9tten inshument signed by . Opened Third Party Software
both parties. • Damaged products as a result of
d) CLIENT should retum an executed irregular use of mishandfing by
copy of this Agreement to COMPANY. customer
If the Agreement is not retumed to d) Products may only be retuined to
COMPANI' within 90 days from the COMPANY for account credit after an _
issue date, then such Agreement is gMA number has been issued by
subject to be voided and prices are COMPANY. All returns are subject to a
subjectto change. restocking fee of 20% of original
1� Approval of Governing Body. purchase price. Failure to comply with
CLIENT represents and warrants to this policy will result in a refusal of
COMPANY that this Third Party credit and future product placement.
22
�y��rzvor�s.
EXHIB(T 1 — DELIVERY ATTESTMENT
The Delivery Attestment test detailed below will be conducted following Hie INCODE software
install and prior to the implementation. The test is perforcned using the INCODE Sample Database.
This database contains general information applicable to all customers. Given this, the tests will not
validate site specific functionality. Rather, the tests will affirm that fhe INCODE system is installed
and performs base line functions. Customer specific functionality will be reviewed during the
implementation pha�e when site-specific data will be built and applied against desired functionality.
Each suite has a space where clients will be asked to initial certifying the software has been
iustalled and accepted. If a section does not apply to you, then please mark it as N/A. Please
fill out the Client and Contact Name, initial the appropriate space and fax this document to
(806) 797-4849, attn: Implementation.
Client Name
Contact Name
Date '
(
Financial Suite
1. View General Ledger Account Manager (Initial)
2. View Budget Maintenance
3. View AP Vendor Manager
4. Find PO's in PO Inquiry
5. View Inventory Item Maintenance
6. View Fixed Assets Maintenance
7. View Deduction codes
8. View Pay Type codes
9. View Employee Manager
10. View HR Manager
CIS Suite
1. View Fee Schedule with Rate Tahles (Initial)__
2. View Account Manager
3. View Contact and Property Consoles
4. View Bill Maintenance
5. View License Manager
6. View AR Customer Manager
7. View Permits Project Manager
Court Snite
1. View Citation Maintenance (Initial)
2. View Fee Maintenance
3. View Offense Code Maintenance