HomeMy Public PortalAbout123-2018 - Belleseuil, Szur and Associates - financial management productsPROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT made and entered into this Z -day of V , 2018, and referred to as
Contract No. 123-2018, by and between the City of Richmond, Indiana, a municipal corporation acting
by and through its Board of Public Works and Safety (hereinafter referred to as the "City") and Bellefeuil,
Szur & Associates, Inc. (aka "BSA"), 14965 Abbey Lane, Bath, Michigan, 48808 (hereinafter referred to
as the "Contractor").
SECTION I. STATEMENT AND SUBJECT OF WORK
City hereby retains Contractor to provide professional and other services to furnish, provide, and
implement a Financial Management and Personnel Management integrated software products suite, which
services shall include, but shall not be limited to, project management, data conversion, furnishing
licensing and support, and implementation of the suite's integration with required City systems (the
"Project"), as more fully described on Contractor's proposal. Contractor shall perform all services and
provide all licensing described on Contractor's proposal, dated May 10, 2018, marked as "Exhibit A"
which Exhibit consists of twelve (12) pages, and which is attached hereto and made a part hereof.
Contractor agrees to abide by the same.
Certain Bid Specifications dated April 26, 2018, for the software purchase component of this Project,
have been made available for inspection by Contractor, are on file with the Director of the Office of
Purchasing, are hereby incorporated by reference, and made a part of this Agreement. Contractor agrees
to abide by the same.
Should any provisions, terms, or conditions contained in any of the documents attached hereto as
Exhibits, or in any of the documents incorporated by reference herein, conflict with any of the provisions,
terms, or conditions of this Agreement, this Agreement shall be controlling.
Contractor shall perform all work herein in a timely manner, conforming to all applicable professional
standards.
The Contractor shall furnish all labor, material, equipment, and services necessary for the proper
completion of all work specified.
No performance of services shall commence until the following has been met:
1. The City is in receipt of any required certificates of insurance;
2. The City is in receipt of any required affidavit signed by Contractor in accordance
with Indiana Code 22-5-1.7-11(a)(2); and
3. A purchase order has been issued by the Purchasing Department.
SECTION II. STATUS OF CONTRACTOR
Contractor shall be deemed to be an independent contractor and is not an employee or agent of the City of
Richmond. The Contractor shall provide, at its own expense, competent supervision of the work.
Contract No.123-2018
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SECTION III. COMPENSATION
City shall pay Contractor a total amount not to exceed Two Hundred Seventy-five Thousand Three
Hundred Seventy-three Dollars and Twenty-one Cents ($275,373.21) for complete and satisfactory
performance of this Agreement. Ongoing sole -source maintenance and support fees shall be as set forth
in Section C Paragraph 10.3 of Contractor's Proposal (Exhibit A to this Agreement).
SECTION IV. TERM OF AGREEMENT
This Agreement shall be effective when signed by all parries and shall continue in effect until completion
of the Project, which completion is expected to be on or before July 30, 2019, except to the extent any
ongoing maintenance and support fees are requested by the City pursuant to this Agreement.
Notwithstanding the term of this Agreement, City may terminate this Agreement in whole or in part, for
cause, at any time by giving at least five (5) working days written notice specifying the effective date and
the reasons for termination which shall include but not be limited to the following:
a. failure, for any reason of the Contractor to fulfill in a timely manner
its obligations under this Agreement;
b. submission of a report, other work product, or advice, whether oral or written, by the
Contractor to the City that is incorrect, incomplete, or does not meet reasonable
professional standards in any material respect;
c. ineffective or improper use of funds provided under this Agreement;
d. suspension or termination of the grant funding to the City under which this Agreement
is made; or
e. unavailability of sufficient funds to make payment on this Agreement.
In the event of such termination, the City shall be required to make payment for all work performed prior
to the date this Agreement is terminated, but shall be relieved of any other responsibility herein.
This Agreement may also be terminated, in whole or in part, by mutual Agreement of the parties by
setting forth the reasons for such termination, the effective date, and in the case of partial termination, the
portion to be terminated.
SECTION V. INDEMNIFICATION AND INSURANCE
Contractor agrees to obtain insurance and to indemnify the City for any damage or injury to person or
property or any other claims which may arise from the Contractor's conduct or performance of this
Agreement, either intentionally or negligently; provided, however, that nothing contained in this
Agreement shall be construed as rendering the Contractor liable for acts of the City, its officers, agents, or
employees. Contractor shall as a prerequisite to this Agreement, purchase and thereafter maintain such
insurance as will protect it from the claims set forth below which may arise out of or result from the
Contractor's operations under this Agreement, whether such operations by the Contractor or by any sub-
contractors or by anyone directly or indirectly employed by any of them, or by anyone for whose acts the
Contractor may be held responsible.
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A.
C
E.
Coverage Limits
Worker's Compensation & Statutory
Disability Requirements
Employer's Liability $100,000
Comprehensive General Liability
Section 1. Bodily Injury $1,000,000 each occurrence
$2,000,000 aggregate
Section 2. Property Damage $1,000,000 each occurrence
Comprehensive Auto Liability
Section 1. Bodily Injury $1,000,000 each person
$1,000,000 each occurrence
Section 2. Property Damage $1,000,000 each occurrence
Comprehensive Umbrella Liability $1,000,000 each occurrence
$2,000,000 each aggregate
F. Malpractice/Errors & Omissions Insurance $1,000,000 each occurrence
$2,000,000 each aggregate
SECTION VI. COMPLIANCE WITH WORKER'S COMPENSATION LAW
Contractor shall comply with all provisions of the Indiana Worker's Compensation law, and shall, before
commencing work under this Agreement, provide the City a certificate of insurance, or a certificate from
the industrial board showing that the Contractor has complied with Indiana Code Sections 22-3-2-5, 22-3-
5-1 and 22-3-5-2. If Contractor is an out of state employer and therefore subject to another state's
worker's compensation law, Contractor may choose to comply with all provisions of its home state's
worker's compensation law and provide the City proof of such compliance in lieu of complying with the
provisions of the Indiana Worker's Compensation Law.
SECTION VII. COMPLIANCE WITH INDIANA E-VERIFY PROGRAM REQUIREMENTS
Pursuant to Indiana Code 22-5-1.7, Contractor is required to enroll in and verify the work eligibility status
of all newly hired employees of the contractor through the Indiana E-Verify program. Contractor is not
required to verify the work eligibility status of all newly hired employees of the contractor through the
Indiana E-Verify program if the Indiana E-Verify program no longer exists. Prior to the performance of
this Agreement, Contractor shall provide to the City its signed Affidavit affirming that Contractor does
not knowingly employ an unauthorized alien in accordance with IC 22-5-1.7-11 (a) (2). In the event
Contractor violates IC 22-5-1.7 the Contractor shall be required to remedy the violation not later than
thirty (30) days after the City notifies the Contractor of the violation. If Contractor fails to remedy the
violation within the thirty (30) day period provided above, the City shall consider the Contractor to be in
breach of this Agreement and this Agreement will be terminated. If the City determines that terminating
this Agreement would be detrimental to the public interest or public property, the City may allow this
Agreement to remain in effect until the City procures a new contractor. If this Agreement is terminated
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under this section, then pursuant to IC 22-5-1.7-13 (c) the Contractor will remain liable to the City for
actual damages.
SECTION VIII. IRAN INVESTMENT ACTIVITIES
Pursuant to Indiana Code (IC) 5-22-16.5, Contractor certifies that Contractor is not engaged in investment
activities in Iran. In the event City determines during the course of this Agreement that this certification
is no longer valid, City shall notify Contractor in writing of said determination and shall give contractor
ninety (90) days within which to respond to the written notice. In the event Contractor fails to
demonstrate to the City that the Contractor has ceased investment activities in Iran within ninety (90) days
after the written notice is given to the Contractor, the City may proceed with any remedies it may have
pursuant to IC 5-22-16.5. In the event the City determines during the course of this Agreement that this
certification is no longer valid and said determination is not refuted by Contractor in the manner set forth
in IC 5-22-16.5, the City reserves the right to consider the Contractor to be in breach of this Agreement
and terminate the agreement upon the expiration of the ninety (90) day period set forth above.
SECTION IX. PROHIBITION AGAINST DISCRIMINATION
A. Pursuant to Indiana Code 22-9-1-10, Contractor, any sub -contractor, or any person acting on
behalf of Contractor or any sub -contractor shall not discriminate against any employee or
applicant for employment to be employed in the performance of this Agreement, with respect to
hire, tenure, terms, conditions or privileges of employment or any matter directly or indirectly
related to employment, because of race, religion, color, sex, disability, national origin, or
ancestry.
B. Pursuant to Indiana Code 5-16-6-1, the Contractor agrees:
That in the hiring of employees for the performance of work under this Agreement of any
subcontract hereunder, Contractor, any subcontractor, or any person acting on behalf of
Contractor or any sub -contractor, shall not discriminate by reason of race, religion, color,
sex, national origin or ancestry against any citizen of the State of Indiana who is qualified
and available to perform the work to which the employment relates;
2. That Contractor, any sub -contractor, or any person action on behalf of Contractor or any
sub -contractor shall in no manner discriminate against or intimidate any employee hired
for the performance of work under this Agreement on account of race, religion, color,
sex, national origin or ancestry;
3. That there may be deducted from the amount payable to Contractor by the City under this
Agreement, a penalty of five dollars ($5.00) for each person for each calendar day during
which such person was discriminated against or intimidated in violation of the provisions
of the Agreement; and
4. That this Agreement may be canceled or terminated by the City and all money due or to
become due hereunder may be forfeited, for a second or any subsequent violation of the
terms or conditions of this section of the Agreement.
C. Violation of the terms or conditions of this Agreement relating to discrimination or intimidation
shall be considered a material breach of this Agreement.
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SECTION X. RELEASE OF LIABILITY
Contractor hereby agrees to release and hold harmless the City and all officers, employees, or agents of
the same from all liability for negligence which may arise in the course of Contractor's performance of its
obligations pursuant to this Agreement.
SECTION XI. MISCELLANEOUS
This Agreement is personal to the parties hereto and neither party may assign or delegate any of its rights
or obligations hereunder without the prior written consent of the other party. Any such delegation or
assignment, without the prior written consent of the other party, shall be null and void. This Agreement
shall be controlled by and interpreted according to Indiana law and shall be binding upon the parties, their
successors and assigns. This document constitutes the entire Agreement between the parties, although it
may be altered or amended in whole or in part at any time by filing with the Agreement a written
instrument setting forth such changes signed by both parties. By executing this Agreement the parties
agree that this document supersedes any previous discussion, negotiation, or conversation relating to the
subject matter contained herein.
This Agreement may be simultaneously executed in several counterparts, each of which shall be an
original and all of which shall constitute but one and the same instrument.
The parties hereto submit to jurisdiction of the courts of Wayne County, Indiana, and any suit arising out
of this Contract must be filed in said courts. The parties specifically agree that no arbitration or mediation
shall be required prior to the commencement of legal proceedings in said Courts. By executing this
Agreement, Contractor is estopped from bringing suit or any other action in any alternative forum, venue,
or in front of any other tribunal, court, or administrative body other than the Circuit or Superior Courts of
Wayne County, Indiana, regardless of any right Contractor may have to bring such suit in front of other
tribunals or in other venues.
Any person executing this Contract in a representative capacity hereby warrants that he/she has been duly
authorized by his or her principal to execute this Contract.
In the event of any breach of this Agreement by Contractor, and in addition to any other damages or
remedies, Contractor shall be liable for all costs incurred by City in its efforts to enforce this Agreement,
including but not limited to, City's reasonable attorney's fees.
[Signature Page to Follow.]
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In the event that an ambiguity, question of intent, or a need for interpretation of this Agreement arises,
this Agreement shall be construed as if drafted jointly by the parties, and no presumption or burden of
proof shall arise favoring or disfavoring any party by virtue of the authorship of any of the provisions of
this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement at Richmond, Indiana, as of the day
and year first written above, although signatures may be affixed on different dates.
"CITY"
THE CITY OF RICHMOND,
INDIANA by and through its
Board of Public Works and Safety
By:
Vicki Robinson, President
By: —
RicjQrd Foore, Member
LIM
Anthony Lobster, H,
APPROVED:
D n your
Date: T
"CONTRACTOR"
BELLEFEUIL, SZUR & ASSOCIATES, INC.
14965 Abbey Lane
Bath, MI 48808
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Title: iN� C co L4j � �L�o(z Cu v� Z
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SOFTWARE LICENSE AND SERVICES AGREEMENT
This Software License and Services Agreement that includes attached Exhibits ('Agreement") is between Bellefeuil, Szur &
Associates, Inc. ("BSA'), a Michigan corporation and the City of Richmond, Wayne County IN ("Customer"), effective the date of
the signature of the We Party to sign the Agreement ("Effective Date"). Each party to the Agreement is referred to as a "Party"
and the parties, collectively, are referred to as "Parties."
This Agreement sets the terms and conditions under which BSA will furnish certain licensed software and certain services
described herein to Customer.
SECTION A — SOFTWARE LICENSE
1. License Grant.
1.1. Upon the Effective Date, subject to the terms of this Agreement and Customer's ongoing compliance therewith, BSA
hereby grants to Customer a perpetual, non-exclusive, non-transfierable, and non -assignable license to install and use
the BSA Software Products for Customers internal business purposes only (and not, for example, as a data center,
reseller, or service bureau for third parties), only on servers owned by Customer and located at Customer's facilities,
and otherwise in accordance with this Agreement. "BSA Software Product(s)" means, the: (i) BSA software products
set forth in Schedule 1 to Exhibit A; (ii) related interfaces and customizations; (iii) BSA manuals, BSA official
specifications, and BSA user guides provided in or with BSA software products set forth in Schedule 1 to Exhibit A
(-Documentation"); and (iv) all modifications to the BSA software products set forth in Schedule 1 to Exhibit A,
including, but not limited to, fixes, new versions, new releases, updates, upgrades, corrections, patches, work-arounds
(collectively, "Modificationsl. For the avoidance of doubt, Documentation does not include advertising, other general
statements about products, or statements by sales or other staff members. Customer may make and keep (securely)
one archival copy of each BSA Software Product solely for use as backup.
1.2. Customer will not sublicense, modify, adapt, translate, or otherwise transfer, reverse compile, disassemble or otherwise
reverse engineer BSA Software Products or any portion thereof without prior written consent of the BSA. Without
limiting the foregoing, the BSA Software Products may not be modified by anyone other than BSA. If Customer modifies
the BSA Software Products without BSA's prior written consent, any BSA obligation to provide support services on,
and the warranty for, the BSA Software Products will be void. All rights not expressly granted are reserved.
2. License Fees. Customer agrees to pay BSA, and BSA agrees to accept from Customer as payment in full for the license
granted herein, the software fees set forth in Schedule 1 to Exhibit A. .
3. Limited Software Warranty.
3.1. BSA warrants and represents for a period of one (1) year from the installation of BSA Software Product that: 0 such
BSA Software Product will perform substantially in the same manner as official demonstration versions and in
accordance with BSKs authorized online tutorials and videos that may have been made available as part of the sales
and negotiation process leading up to this Agreement; and (i7 the BSA Software Product shall conform to the
Documentation and be free of material defects in workmanship and materials. Any claim under this Limited Software
Warranty must be made within one (1) year from the installation of the applicable BSA Software Product. Customer's
exclusive remedy in the event of a breach of this warranty shall be to have BSA use reasonable efforts to repair or
replace the non -conforming BSA Software Product so as to render it conforming to the warranty, or in the event that is
not possible to render it conforming with reasonable efforts, to receive a refund of the amount paid for the BSA Software
Product.
3.2. THE FOREGOING LIMITED SOFTWARE WARRANTY IS IN LIEU OF ALL OTHER REPRESENTATIONS OR
WARRANTIES RELATING IN ANY WAY TO THE BSA SOFTWARE PRODUCTS, INCLUDING, BUT NOT LIMITED
TO, THEIR FEATURES, ATTRIBUTES, FUNCTIONALITY, AND PERFORMANCE. THE FOREGOING LIMITED
SOFTWARE WARRANTY IS IN LIEU OF ALL SUCH REPRESENTATIONS OR WARRANTIES WHETHER
EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY IMPLIED WARRANTIES OR
REPRESENTATIONS OF MERCHANTABILITY, MERCHANTABLE QUALITY AND FITNESS FOR A PARTICULAR
PURPOSE AND THOSE ARISING BY STATUTE OR OTHERWISE IN LAW OR FROM THE COURSE OF DEALING
OR USAGE OF TRADE. BSA DOES NOT REPRESENT OR WARRANT THAT THE BSA SOFTWARE PRODUCTS
WILL MEET ANY OR ALL OF CUSTOMER'S PARTICULAR REQUIREMENTS, THAT THE OPERATION OF THE
BSA SOFTWARE PRODUCTS WILL OPERATE ERROR -FREE OR UNINTERRUPTED, OR THAT ALL
PROGRAMMING ERRORS IN THE BSA SOFTWARE PRODUCT(S) CAN BE FOUND IN ORDER TO BE
CORRECTED.
4. Ownership of BSA Software Products/Proprietary Information.
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4.1. BSA shall retain ownership of, including all intellectual property rights in and to, the BSA Software Products. Customer
agrees not to challenge such rights and hereby assigns any and all copyrights and other intellectual property rights in
and to the BSA Software Products to BSA and agrees to execute any and all documents necessary to effect the
purposes of this paragraph. `Intellectual property rights' means all trademarks, copyrights, patents, trade secrets,
moral rights, know-how, and all other proprietary rights.
SECTION B — PROFESSIONAL SERVICES
5. Professional Services. BSA shall provide the services ("Professional Servicesl set forth in Schedule 2 to Exhibit A, for
the prices indicated, provided Customer fulfills its obligations set forth in this Agreement. The Parties may enter into future
Statements of Work, which shall become part of this Agreement.
6. Change Orders. If Customer requires the performance of professional services not covered by the existing Agreement, or
requires a change to the existing Professional Services, Customer shall deliver to BSA's Project Manager a written change
order and specify in such change order the proposed work with sufficient detail to enable BSA to evaluate it ("Change Order'.
BSA may, at its discretion, prescribe the format of the Change Order. BSA shall provide the Customer with an evaluation of
the Change Order, which may include a written proposal containing the following: (i) implementation plans; (ii) the timeframe
for performance; and (iir7 the estimated price for such performance. Upon execution, all Change Orders shall be governed
by the terms and conditions of this Agreement, unless mutually agreed upon otherwise in writing. Customer acknowledges
that such Change Orders may affect the implementation schedule and Go -Live Dates.
7. License and Ownership.
7.1. All rights, including all intellectual property rights, in and to work product delivered as a result of Professional Services
under this Agreement shall be owned by BSA. For the avoidance of doubt, work product that constitutes a BSA Software
Product or portion thereof shall be governed by Section A including Section 1.1 thereof.
7.2. Subject to Section 7.1 and Customer's compliance with this Agreement (including payment in full). BSA grants to
Customer a perpetual, non-exclusive, non -transferable, and non -assignable license to use the work product and the
intellectual property rights therein for Customer's internal business purposes only.
S. Cancellation. In the event Customer cancels or reschedules Professional Services, and without prejudice to BSA's other
rights and remedies, Customer is liable to BSA for. (i) all expenses incurred by BSA on Customer's behalf•, and (ii) daily fees
associated with the canceled Professional Services (n accordance with the daily fee rate), if less than thirty (30) days advance
notice is given regarding the need to cancel or reschedule and BSA cannot reasonably reassign its affected human resources
to other projects where comparable skills are required.
9. Limited Professional Services Warranty.
9.1. BSA warrants that its Professional Services will be performed in a professional and workmanlike manner.. In the event
of a breach of the foregoing warranty and a claim in accordance with the next sentence, BSA's sole obligation and
Customer's exclusive remedy with respect to such claim will be to have BSA re -perform the portion of the Professional
Services with respect to which the warranty has been breached, to bring it into compliance with such warranty. Any
claim for breach of the foregoing warranty must be made by notice to BSA within thirty (30) days of performance of the
portion of the Professional Services with reaped to which the claim is made, or said claim shall be deemed waived.
9.2. THE FOREGOING LIMITED PROFESSIONAL SERVICES WARRANTY IS IN LIEU OF ALL OTHER
REPRESENTATIONS OR WARRANTIES RELATING TO THE PROFESSIONAL SERVICES, EXPRESS OR
IMPLIED INCLUDING, BUT NOT LIMITED TO, ANY IMPLIED WARRANTIES OR REPRESENTATIONS OF
MERCHANTABILITY, MERCHANTABLE QUALITY AND FITNESS FOR A PARTICULAR PURPOSE, AND THOSE
ARISING BY STATUTE OR OTHERWISE IN LAW, OR FROM THE COURSE OF DEALING OR USAGE OF TRADE.
SECTION C — MAINTENANCE AND SUPPORT
10. Maintenance and Support Generally.
10.1. For a one-year period, commencing on the installation of the BSA Software Products, and subject to Customer's
compliance with the Agreement, BSA will provide, at no charge to Customer, "Maintenance and Support," meaning the
following: (i) Modifications (such as patches, corrections, and updates) as are generally provided at no additional
charge (beyond the cost of annual Maintenance and Support) by BSA to BSA customers; and (7 technical support, as
further described in Section 11, during BSA's normal business hours.
10.2. Commencing one (1) year from the installation of the BSA Software Products, Maintenance and Support will be
provided on an annual basis, subject to compliance with the temps of the Agreement and payment of the annual
Maintenance and Support fees outlined in Exhibit B. Maintenance and Support will be renewed annually unless either
Party notifies the other at least sixty (60) days prior to the anniversary of installation of its intent to terminate.
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I . .
10.3. BSA guarantees that the Maintenance and Support annual fee set forth in Exhibit B will not change for two (2) years
from the date of the installation of the BSA Software Products. After that date, BSA reserves the right each year to
increase the fee over the previous year by no more than an amount that is proportionate to the increase (measured
from the beginning of such previous year) in the Consumer Price Index as set forth by the U.S. Department of Labor,
Bureau of Labor Statistics, Consumer Price Index — All Urban Consumers — U.S. City Average (the "Annual Renewal
Fee").
11. Support
11.1. With respect to Errors following expiration of the Limited Software Warranty, BSA's sole obligation and Customer's
sole remedy are set forth in this section 11. Subject to Customer's compliance with the terms of the Agreement and
purchase of Maintenance and Support, BSA shall use commercially reasonable efforts, commensurate with the severity
level, to achieve its support response and resolution targets with respect to Errors as set forth in Exhibit C. An "Error
means a verifiable and reproducible failure of a BSA Software Product to operate in accordance with the
Documentation) under conditions of normal use and where the Error is directly attributable to the BSA Software Product
as updated with current Modifications. If the customer modifies the BSA Software Products without BSA's written
consent, BSA's obligation to provide support services on the BSA Software Products will be void.
11.2. Support does not include the following: (i) installation or implementation of the BSA Software Products; (ii) onsite
training/support, remote training, application design, and other consulting services; (iii) support of an operating system,
hardware, or support outside of BSA's normal business hours; (iv) support or support time due to a cause external to
the BSA Software Products adversely affecting their operability or serviceability, which shall include but not be limited
to water, fire, wind, lightning, other natural calamities, transportation, misuse, abuse, or neglect; (v) repair of the BSA
Software Products modified in any way other than modifications made by BSA or its agents; (vi) support of any other
third -party vendors' software, such as operating system software, network software, database managers, word
processors, etc.; and (vii) support of the BSA Software Products that have not incorporated current Modifications. All
such excluded Maintenance and Support Services performed by BSA at Customers request shall be invoiced to
Customer on a time and materials basis, plus reasonable expenses associated therewith.
11.3. Notwithstanding anything to the contrary, in order to maintain the integrity and proper operation of the Software,
Customer agrees to use commercially reasonable efforts to implement, in the manner instructed by BSA, all
Modifications in a timely manner. Customers failure to implement any Modifications may limit or restrict the ability of
Customer to implement future Modifications. Customer shall provide prompt notice of any Errors discovered by
Customer, or otherwise brought to the attention of Customer. Proper notice may include, without limitation, prompt
telephonic and written (either via e-mail or postal mail) notice to BSA of any purported Error. If requested by BSA,
Customer agrees to provide written documentation of Errors to substantiate those Errors and to otherwise assist BSA
in the detection and correction of said Errors. BSA will use its commercial reasonable judgment to determine if an
Error exists.
11.4. Customer acknowledges and agrees that BSA and product vendors may require online access to the BSA's system in
order for BSA to provide Maintenance and Support Services hereunder. Accordingly, Customer shall provide a
connection to the Internet to facilitate BSA's remote access to BSA's system. BSA shall provide remote connection
software, which may require installation of a software component on a workstation or server computer.
SECTION D — GENERAL TERMS AND CONDITIONS
12. Customer Assistance. Customer acknowledges that the implementation of the BSA Software Products is a cooperative
process requiring time and resources of Customer personnel. Customer shall, and shall cause Customer personnel to, use
all reasonable efforts to cooperate with and assist BSA as may be reasonably required to meet the project deadlines and
other milestones agreed to by the Parties for implementation. BSA shall not be liable for failure to meet such deadlines and
milestones when such failure is due to force majeure (as defined in Paragraph 1. above) or to the failure by Customer
personnel to provide such cooperation and assistance (either through action or omission).
13. BSA Proprietary Information.
13.1. Customer acknowledges that the information associated with or contained in the BSA Software Products and
information used in the performance of Professional Services include trade secrets and other confidential and
proprietary information of BSA (the "Proprietary Information").
13.2. The Customer shall maintain in confidence and not disclose Proprietary Information, directly or indirectly, to any third
party without BSA's prior written consent. Customer shall safeguard the Proprietary Information to the same extent
that it safeguards its own most confidential materials or data, but in no event shall the standard implemented be less
than industry standard. Proprietary Information shall be used by Customer solely to fulfill its obligations under this
Agreement. Customer shall limit its dissemination of such Proprietary Information to employees within the Customers
business organization who are directly involved with the performance of this Agreement and have a need to use such
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Proprietary Information. Customer shall be responsible for all disclosures by any person receiving Proprietary
Information, by or through it, as if Customer itself disseminated such information.
13.3. Proprietary Information shall not include any information that: (a) is or becomes publicly known through no wrongful
act or breach of any obligation of confidentiality by Customer, (b) was lawfully known to Customer prior to the time it
was disclosed to or learned by Customer in connection with this Agreement, provided that such information is not
known to Customer solely because of its prior business relationship with BSA; (c) was received by Customer from a
third party that is not under an obligation of confidentiality to BSA; or (d) is independently developed by Customer for
a party other than BSA without the use of any Proprietary Information. The following circumstances shall not cause
Proprietary Information to fall within any of exceptions (a) through (d) above: (7 a portion of such Proprietary Information
is embraced by more general Information said to be in the public domain or previously known to, or subsequently
disclosed to, the Customer, or (a) it is a combination derivable from separate sources of public information, none of
which discloses the combination itself.
13.4. If Customer is required, or anticipates that it will be required, to disclose any Confidential Information pursuant to a
court order or to a government authority, Customer shall, at its earliest opportunity, provide written notice to BSA so
as to give BSA a reasonable opportunity to secure a protective order or take other actions as appropriate. Customer
shall at all times, cooperate with BSA so as to minimize any disclosure to the extent allowed by applicable law.
14. Limitation on Liability and Damages. BSA'S ENTIRE LIABILITY AND RESPONSIBILITY FOR ANY AND ALL CLAIMS,
DAMAGES, OR LOSSES ARISING FROM THE BSA SOFTWARE PRODUCTS (INCLUDING BUT NOT LIMITED TO THEIR
USE, OPERATION, AND/OR FAILURE TO OPERATE), PROFESSIONAL SERVICES, MAINTENANCE AND SUPPORT,
ANY THIRD -PARTY PERFORMANCE OR LACK THEREOF, OR OTHERWISE ARISING OUT OF OR RELATING TO THIS
AGREEMENT, SHALL BE ABSOLUTELY LIMITED TO DIRECT DAMAGES NOT IN EXCESS OF THE PURCHASE PRICE
OF BSA SOFTWARE PRODUCTS PLUS, TO THE EXTENT APPLICABLE, THE PURCHASE PRICE OF ANY
PROFESSIONAL SERVICE SET FORTH IN THIS AGREEMENT THAT GIVES RISE TO THE CLAIM. NOTWITHSTANDING
ANY PROVISION CONTAINED HEREIN, BSA SHALL NOT BE LIABLE FOR ANY INDIRECT, CONSEQUENTIAL, SPECIAL,
INCIDENTAL, OR CONTINGENT DAMAGES OR EXPENSES, WHETHER IN CONTRACT, TORT (INCLUDING
NEGLIGENCE) OR OTHERWISE, ARISING IN ANY WAY OUT OF THIS AGREEMENT, BSA SOFTWARE PRODUCTS,
ANY THIRD -PARTY PERFORMANCE, OR LACK THEREOF, OR BSA'S PERFORMANCE, OR LACK THEREOF, UNDER
THIS AGREEMENT, INCLUDING, WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, LOSS OF REVENUE,
PROFIT, OR USE. TO THE EXTENT THAT APPLICABLE LAW DOES NOT PERMIT THE LIMITATIONS SET FORTH
HEREIN, THE LIABILITY AND DAMAGES SHALL BE LIMITED AND RESTRICTED TO THE EXTENT PERMITTED BY LAW.
15. Customer is solely responsible for its data, its database, and for maintaining suitable back-ups of the data and database to
prevent data loss in the event of any hardware or software malfunction. Customer covenants and agrees to undertake all
necessary measures to protect and secure its data, including implementation of technical, administrative and physical
protections. BSA SHALL HAVE NO RESPONSIBILITY OR LIABILITY FOR DATA LOSS REGARDLESS OF THE REASONS
FOR SAID LOSS. To the maximum extent authorized by law, Customer agrees to defend, indemnify and hold BSA harmless
for any claim by any person or entity arising out of any loss or compromise of data or data security or arising out of Customer's
breach of this Agreement.
16. Additional Disclaimer. SUPPLIER PROVIDES NO WARRANTY FOR ANY THIRD -PARTY SOFTWARE AND/OR
HARDWARE. EXCEPT AS SET FORTH IN THIS AGREEMENT, SUPPLER WILL NOT BE RESPONSIBLE FOR ANY
THIRD -PARTY SOFTWARE, THIRD -PARTY SERVICES AND/OR HARDWARE.
17. Indemnification for Intellectual Property Infringement. If a claim is made or an action is brought alleging that a BSA
Software Product infringes on a U.S. patent, or any copyright, trademark, trade secret or other proprietary right, BSA will
defend Customer against such claim and will pay resulting costs and damages finally awarded, provided that: (a) Customer
promptly notifies BSA in writing of the claim; (b) BSA has sole control of the defense and all related settlement negotiations;
(c) Customer reasonably cooperates in such defense at no expense to BSA; and (d) Customer remains in compliance with
the Agreement and has continued to purchase Maintenance and Support Services. The obligations of BSA under this Section
are conditioned on Customer's agreement that if the applicable BSA Software Product, in whole or in part, or the use or
operation thereof, becomes, or in the opinion of BSA is likely to become, the subject of such a claim, BSA may at its expense
either procure the right for Customer to continue using the BSA Software Product or, at the option of BSA, replace or modify
the same so that it becomes non -infringing (provided such replacement or modification maintains the same material
functionality and does not adversely affect Customer's use of the Update as contemplated hereunder).
18. No Intended Third -Party Beneficiaries. This Agreement is entered into solely for the benefit of BSA and Customer. No
third party will be deemed a beneficiary of this Agreement, and no third party will have the right to make any claim or assert
any right under this Agreement.
19. Termination. Without prejudice to other rights and remedies, and except as otherwise provided in this Agreement, either
Party may terminate this Agreement for the other Party's material breach upon failure to cure such breach after thirty (30)
days' written notice identifying with specificity the nature of the breach. Upon termination of this Agreement: (a) Customer
shall promptly pay all amounts payable to BSA for Services rendered up to the date of termination; and (b) Customer shall
return or destroy, at the direction of the BSA, BSA's Proprietary Information in its possession. The termination of this
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Agreement will not discharge or otherwise affect any pre -termination obligations of either Party existing under this Agreement
at the time of termination. Sections 1.2, 4.1, 7.1. 13 through 16, 18, 20 through 29, and the provisions of this Agreement,
which by their nature extend beyond the termination of this Agreement, will survive termination of the Agreement. No action
arising out of this Agreement, regardless of the form of action, may be brought by Customer more than one (1) year after the
date the action occurred.
20. Payment Terns. Customer shall pay BSA for all amounts in accordance with this Agreement and Exhibit A.
21. Goveming Law and Venue. This Agreement shall be governed by, and construed in accordance with, the laws of the state
of Michigan, without regard to its choice of law rules. BSA and the Customer agree that the exclusive venue for any legal or
equitable action shall be the Courts of the County of Clinton, State of Michigan, or in any court of the United States of America
lying in the Western District of Michigan.
22. Entire Agreement. This Agreement represents the entire agreement of Customer and BSA with respect to the subject matter
hereof, and supersedes any prior agreements, understandings, and representations, whether written, oral, expressed,
implied, or statutory. Customer hereby acknowledges that in entering into this Agreement, it did not rely on any information
not explicitly set forth in this Agreement.
23. Export. Customer will comply with all applicable laws, including applicable export control laws that prohibit export or diversion
of certain products and technology to certain countries or individuals, including foreign nationals in the United States.
Customer undertakes to determine any export licensing requirements and to comply with such obligations. The BSA Software
Products are deemed to be commercial computer software as defined in FAR 12.212 and subject to restricted rights as defined
in FAR Section 52.227-19 "Commercial Computer Software -Restricted Rights" and DFARS 227.7202, "Rights in Commercial
Computer Software or Commercial Computer Software Documentation", as applicable, and any successor regulations. Any
use, modification, reproduction release, performance, display, or disclosure of BSNs Software Products by the U.S.
Government shall be solely in accordance with the terms of this Agreement.
24. Severability. If any term or provision of this Agreement, or the application thereof, to any extent, be held invalid or
unenforceable, the remainder of this Agreement or the application of such term or provision to persons or circumstances,
other than those as to which it is held invalid or unenforceable, will not be affected thereby, and each term and provision of
this Agreement will be valid and enforced to the fullest extent permitted by law.
25. Successors and Assigns. This Agreement shall be binding upon the successors, permitted assigns, representatives, and
heirs of the Parties hereto. For avoidance of doubt, any expanded use by Customer of the Program, for example, in the event
of annexation or desired shared services, shall require the consent of BSA.
26. Force Majeure. "Force Majeure" is defined as an event beyond the reasonable control of a Party, including governmental
action, war, riot or civil commotion, fire, natural disaster, problematic weather, lack of availability of Customer provided
technology, labor disputes, restraints affecting shipping or credit, delay of carriers or any other cause that could not, with
reasonable diligence, be foreseen, controlled or prevented by the Party. Neither Party shall be liable for delays in performing
its obligations under this Agreement to the extent that the delay is caused by Force Majeure.
27. Nonce. All notices, requests, demands, and determinations under the Agreement (other than routine operational
communications), shall be in writing and shall be deemed duly given: C) when delivered by hand; (1i) one (1) business day
after being given to a nationally recognized overnight delivery service for next -business -day delivery, all fees prepaid; (iii)
when sent by confirmed facsimile with a copy sent by another means specified in this provision; or (iv) six (6) calendar days
after the day of mailing, when mailed by United States mail, via registered or certified mail, return receipt requested, postage
prepaid, and in each case addressed as shall be set forth below. A Party may from time-to-Ome change its address or
designee for notification purposes by giving the other prior written notice of the new address or designee and the date upon
which it will become effective.
If to BSA:
BSA Software
14965 Abbey Lane
Bath, MI 48808
Attn: Contracts Manager
Telephone: 517-641-89M
5
If to Customer:
City of Richmond
50 North 5th Street
Richmond, IN 47374
28. Independent Contractor. This is not an agreement of partnership or employment of BSA or any of BSA's employees by
Customer. BSA is an independent contractor for all purposes under this Agreement.
28. The text of the Agreement without any Exhibits and Schedules shall control over any inconsistent text in any of the Exhibits
or Schedules.
30. Contract Documents and Order of Precedence. The text of the Agreement without any Exhibits and Schedules shall
control over any inconsistent text in any of the Exhibits or Schedules. This Agreement includes the following Exhibits and
Schedules:
Exhibit A — Payment Terms Generally
Schedule t to Exhibit A - Licensa4riterface/Customhation Fees
Schedule 2 to Exhibit A — Professional Services Fees
Exhibit B — Maintenance and Support Fees
Exhibit C — Support Catl Process
IN WITNESS THEREOF, the Parties hereto have executed this Agreement as of the dates set forth below.
BSA SOFTWARE, INC. CUSTOMER
By: _
Name:
Title:
Date:
By:
Name:
Title:
Date:
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EXHIBIT A
Payment Terms
1. Customer shall pay BSA within thirty (30) days of invoice. Payments not received within fifteen (15) days of the due date
shall be subject to a one and one-half percent (1.5%) per month interest charge (or, if lower, the highest amount
chargeable at law) assessed against the unpaid balance from the date due until the date payment is received
2. Any amount not subject to good faith dispute and not paid within thirty (30) days of the date of each invoice shall, without
prejudice to other rights and remedies, be subject to an interest charge equal to the lesser of 1.5% monthly or the
maximum interest charge permissible under applicable law, payable on demand. Any charges not disputed by Customer
in good faith will be deemed approved and accepted by Customer. For purposes of this Agreement, a good faith dispute
regarding amounts owed exists only if Customer provides in writing at least ten (10) days prior to due date of payment
on the invoice, notification of such dispute, the specific portion of the invoice in dispute, and the specific grounds of the
dispute (which must be asserted in good faith), and Customer pays in timely fashion such portions that are not subject
to such dispute.
3. BSA shah invoice Customer $66,490 upon Effective Date for BSA's Project Management/Implementation Planning Fees
and Data Conversion fees as set forth in Schedule 2.
4. BSA shall invoice Customer $128,355 at start of On -Site Implementation and Training. Such amount equals BSA's
software license fees as set forth in Schedule 1.
5. BSA shall invoice Customer $74,355 at completion of On -Site Implementation and Training. Such amount equals On -
Site Implementation and Training costs, Customization and Interface costs, and travel expenses, as set forth in Schedule
6. Customer shall be responsible for all taxes (including sales taxes) imposed as a result of any transaction associated with
this Agreement, exclusive of taxes on BSA's net income.
Schedule 1 to Exhibit A
License Fees
Applications — PHASE I
Financial Management
General Ledger .NET
$16,645
Accounts Payable .NET
513,900
Cash Receipting .NET
S13,900
Miscellaneous Receivables .NET
513,900
Purchase Order .NET
$13,900
Personnel Management
Payroll .NET
$18,310
Human Resources .NET
$26,645
Timesheets .NET
$10,165
BS&A Online
Employee Self -Service
$10,990
Subtotal $128,3SS
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Schedule 2 to Exhibit A
Professional Services Fees
Data Conversions/Database Setup
Usted conversion scope assumes the City can provide BS&A with suffidently complete data. Prices quoted are per
database. If you have multiple databases for a single application, additional cost would apply.
Convert existing GEMS data to BSl3cA format:
General Ledger (COA, Balances, Budget, Up to 10 Years Journal Transaction history.) $9,250
Accounts Payable (Vendors, Up to 10 years invoices and check history) $7,725
Payroll (Database setup, employee detail, YTD, up to 10 years check history) $20.640
Database Setup:
Miscellaneous Receivables (setup info) $1,650
Cash Receipting (Setup of Receipt Items/Tender Types) $1,650
Human Resources (Setup of Licenses, Certifications, Benefit Plans, Positions. Not assigned to Employees) $3,300
Subtotal S".215
No conversion or database setup to be performed for.
Timesheets
Purchase Orders
Project Management and Implementation Planning
Services include:
- Analyzing customer processes to ensure all critical components are addressed.
- Creating and managing the project schedule in accordance with the customer's existing processes and needs.
- Planning and scheduling training around any planned process changes included in the project plan.
- Modifying the project schedule as needed to accommodate any changes to the scope and requirements of the project that
are discovered
- Providing a central contact between the customer's project leaders, developers, trainers, IT staff, conversion staff and other
resources required throughout the transition period.
- installing the software and providing IT consultation for network, server, and workstation configuration and requirements.
- Reviewing and addressing the specifications for needed customizations to meet customer needs (when applicable).
$22,27S
Implementation and Training
- $1,1001day
- Days quoted are estimates, • you are billed for actual days used
Setvtces include:
- Setting up users and user security rights for each application
- Performing final process and procedure review
- Configuring custom settings in each application to /it the needs of the customer
- Setting up application integration and workflow methods
- Onsite verification of converted data for balancing and auditing purposes
- Training and Go -Live
Software Setup Days: 4 $4,400
Financial Management Applications Days: 14 $15,400
Personnel Management Applications Days: 31 $34,100
Total: 49 Subtotal $53,900
Post -Go Live Assistance
- Review and consult on streamlining day-to-day activities as they relate to the processes within the BS&A applications
- Assist customers with more detailed and advanced report options available within the BS&A applications
- Revisit commonly -used procedures discussed during training
- As needs arise, provide assistance with bank reconciliations
- $1,1001day
- Days quoted are estimates, you are billed for actual days used
Post -Go Live for all applications for which training was performed Days: 4 $4,400
Travel Expenses
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$16,055
I I • a
EXHIBIT B
Maintenance and Support Fees
Financial Management
General Ledger .NET
$3,700
Accounts Payable .NET
$3,090
Cash Receipting .NET
$3,090
Miscellaneous Receivables .NET
$3,090
Purchase Order .NET
$3,090
Personnel Management
Payroll .NET
$4,070
Human Resources .NET
$3,700
Timesheets .NET
$2,260
BS&A Online
Employee Self -Service
$2,440
Total Annual Service Fan $28,S30
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EXHIBIT C
Support Cali Process
BSA's standard hours for telephone support are from 8:30 a.m. to 5:00 p.m. (EST), Monday through Friday, excluding holidays.
You can lodge a support request in three ways: (i) Contact Customer Support option located within the Help menu of all of our
applications (d) our toll -free support line (1-855-BSA-SOFT) or via email.
BSA targets less than thirty (30) minutes for initial response ("Initial Response Target).
Customer service requests fail into four main categories:
A. Technical. Questions or usage issues relating to I.T. functionality, future hardware purchases, and configuration. BSA
tries to resolve these issues within BSA's Initial Response Target or as soon thereafter as reasonably possible.
B. Questions/Support. General questions regarding functionality, use, and set-up of the applications. BSA tries to resolve
these issues within BSA's Initial Response Target or as soon thereafter as reasonably possible.
C. Requests. Customer requests for future enhancements to the applications. Key product management personnel meet
with development staff on a regular basis to discuss the desirability and priority of such requests. BSA tries to resolve
these issues within BSA's Initial Response Target or as soon thereafter as reasonably possible.
D. Issues/Bugs. Errors fall into three (3) subcategories:
I. Critical. Cases where an Error has rendered the application or a material component unusable or not usable
without substantial inconvenience causing material and detrimental consequences to business — with no viable
Customer workaround or aftemative. The targeted resolution time for critical issues is less than one (1) day.
11. Moderate. Cases where an Error causes inconvenience and added burden, but the application is still usable by
Customer. The targeted resolution time for all moderate issues is within two (2) weeks, which is within our standard
update cycle.
W. Minimal. Cases that are mostly cosmetic in nature, and do not impede functionality in any significant way. These
issues are assigned a priority level at our regular meetings, and resolution times are based on the specified priority.
Remote Support Process
Some support calls may require further analysis of Customer's database or set-up to diagnose a problem or to assist Customer
with a question. BSA's remote support tools share Customer's desktop via the Internet to provide Customer with virtual on -site
support. BSA's support team is able to quickly connect remotely to Customer's desktop and view its setup, diagnose problems,
or assist Customer with screen navigation.
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