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HomeMy Public PortalAboutAgreement_2013-07-29_ EdgeSoft_Software LicenseEdgeSolt, /nCs EDGESOFT SOFTWARE LICENSE AGREEMENT PARTIES: LICENSOR: Edgesoft, Inc., 6133 Bristol Parkway, Suite 220 Culver City CA 90230 Email: info@edeesoftinc.com LICENSEE: City of Temple City 9701 Las Tunas Dr. Temple City, CA 91780 (626)285-2171 Email: info@temolecity.us AGREEMENT 1. Definitions. As used in this Agreement, including the Attachments hereto, the following terms shall have the following meanings. a. "Initial Installation" means the first instance of installation or loading of any portion of the Software onto Licensee's chosen computer, network or system, without regard to completion of modifications or other services to be performed under this Agreement. b. "Licensee Modifications" means any modification., enhancement or addition to the Software developed by or for Licensor especially for Licensee's use or at Licensee's request. c. "Licensor Modifications" means any modification, enhancement or addition to the Software by or for Licensor, other than Licensee Modifications. d. "Material" as applied to the Software or an application, shall mean a significant or substantial alteration or effect on the function or output f�133 Rri�ealPaltk 3nl (:ulv�r Citg, CA 9b230 phone 370.245.1022 www.edgeso(xinc.cam thereof, and "cure" as applied to a Material failure shall mean the provision of functional equivalent functions or means. e. "Specificationsmean the written (both hard copy and electronic text files) description of the functions, capacity, performance and features of the Software as delivered by Licensor to Licensee under this Agreement (including, without limitation, any such description in a response to RFP or RFI delivered by Licensor to Licensee, in a Licensor product brochure provided by Licensor specific to the Software, or in correspondence from Licensor to Licensee). f. "Software" means the version of the Edgesoft, Inc. software packages, applications and interfaces selected by Licensee, listed in Section 2.1 of Attachment A.2 (each an "Application"), current at the time of signing this Agreement, and shall include any Licensee Modifications and Licensor Modifications provided by Licensor to Licensee. g. "User Materials" means all written and electronic documentation, manuals and materials provided by Licensor to Licensee for use in connection with the Software. 2. Grant of License. Licensor grants Licensee anon -transferable, non-exclusive license to use the Software and User Materials, on the terms and conditions set forth herein. a. Scope of License: Under the License granted herein Licensee may use, copy and distribute the Software (in machine-readable, object code form only) and User Materials to: (i) install, use and execute the Software on computers that Licensee owns or leases for purposes of serving Licensee's internal business needs; (ii) support Licensee's use of the Software under this Agreement; and (iii) transfer or copy the Software from one of Licensee's chosen computers to another, store the Software's machine-readable instructions or data on a temporary basis in main memory, extended memory, or expanded memory of such computers as necessary for such use, and transmit such instructions or data through Licensee's chosen computers and associated devices. b. License Restrictions. Licensee may only use the Software and User Materials within the limited scope set forth herein. In particular, and. without limitation, Licensee agrees that Licensee and Licensee's employees will not: (i) assign, sublicense, transfer, pledge or grant a security interest in, lease, rent or share Licensee's rights under this License Agreement with any third party; (ii) reverse assemble, reverse compile, cross compile or otherwise adopt, translate or modify the Software; or (iii) refer to or use any portion of the Software or User Materials as part of any effort to develop any other software program. I:IX;I:tiOIT K7ITWARI: Page? LI(1N51; AC;FiI:iiMFiNT (:i�� nF7emplr (:in-, CA 3. ownership; Proprietary Protection. This Agreement does not provide Licensee with title to or ownership of the Software, but only a right of limited use. Licensor shall have sole and exclusive ownership of all right, title and interest in and to the Software and User Materials, all copies thereof, all derivative works, and all related material generated from the Software including material displayed on the screen such as icons, screen displays, etc. (including ownership of all copyrights, trademarks and other intellectual property rights pertaining thereto), whether created by Licensor or any other party, subject to the rights of Licensee expressly granted herein. 4. Confidential Information: Non -Disclosure. Licensee acknowledges that the Software and User Materials, and all underlying ideas, algorithms, concepts, procedures, processes, principles, know-how, and Licensor's methods of business and technical operation (collectively referred to as "Confidential Information") are confidential and contain trade secrets. Licensee shall not use, disclose or cause disclosure of, or distribute any Confidential Information, directly or indirectly, without the prior written consent of Licensor, except that Licensee is authorized to disclose Confidential Information to Licensee's employees or agents as required for Licensee's use of the Software as authorized by this Agreement or as required by Law, which obligation shall survive the termination of this License, to the extent allowed by law. Licensee shall indemnify Licensor for damages or costs incurred by Licensor as a result of the unauthorized use, disclosure or distribution of any Confidential Information by Licensee or any of Licensee's employees or agents. 5. Fees. The fees payable by Licensee to Licensor under this Agreement shall consist of License Fees and additional fees for the services to be provided by Licensor set forth in Attachment A.2. If any portion of the Fees is paid through an installment note, any default under the terms of said note will constitute default by Licensee under this Agreement. a. License Fees. License fees shall be paid by Licensee solely in consideration of the License granted under this Agreement, and shall be invoiced and payable in the amounts and at the times in accordance with the Schedule of Fees set forth in Attachment A.1, License Fees are exclusive of Service Fees, and shall not constitute consideration or payment for set-up, implementation management, training and consulting, data conversion, modifications or maintenance. c. Maintenance Fees. Maintenance fees shall be paid by Licensee solely in consideration of those maintenance and support services described in a separate Software Maintenance Agreement between Licensor and Licensee. P.ItiLtiC1IT ti01-TWe�R}: LIC;ENSF AC:t2Fi:MFNT Page Ciq nrTn.rylr G�, CA d. Taxes. As applicable by Any State law, Licensee is solely responsible for paying sales or use tax directly to the state via a use tax return. As applicable by Any State law, Licensee is solely responsible for state or local property or excise taxes associated with licensing, possession, or use of the Software or any associated services. Software will be provided via the Internet — no physical media (including but not limited to CD's, tapes, manuals, etc) will be shipped. 6. Licensee's Cooperation. Licensee acknowledges that successful installation, implementation and use of the Software cannot be accomplished by Licensor's efforts alone, and requires substantial effort and cooperation by Licensee personnel capable of properly using the Software. Both Licensor and Licensee shall at all times use their best efforts to actively participate and cooperate in data conversion, system installation, implementation, training and use, shall provide each other accurate and timely information, and shall afford each other reasonable access to information and facilities. All substantive communication between Licensor and Licensee will take place between Licensee's project manager and Licensor's project manager. 7. Acceptance Testin¢ Period. Upon completion of implementation of each Application, Licensor shall give written notice to Licensee that installation of the Application at the Initial Installation site(s) is completed, and that Licensee has achieved live status as to the Application (such times also referred to as "go live date(s)" in Licensor's project schedule, as shall be determined by the parties promptly after execution of this agreement). Licensee shall be deemed to have accepted the Application forty five (45) days after Licensor's notice, unless, during that forty five (45) day period (the "Acceptance Testing Period"), the Application fails to perform in accordance with the Specifications and that failure is attributable to a defect in the Application or an act or omission of Licensor, and, by the end of the Acceptance Period, Licensee gives Licensor written notice of non- acceptance describing the failure in reasonable detail. If Licensee gives a proper notice of non-acceptance to Licensor, then: a. Investisation. Licensor shall investigate the reported failure. Licensee shall provide to Licensor reasonably detailed documentation and explanation, together with underlying data, to substantiate the failure and to assist Licensor in its efforts to diagnose, reproduce, and if necessary correct the failure. b. Failure Found. If there exists a reproducible failure to perform in accordance with the Specifications attributable to a defect in the Application or an act or omission of Licensor, Licensor shall, within thirty (30) days (or such longer period as may be reasonable under the circumstances) after receipt of Licensee's written notice of non-acceptance, correct the failure so that the Application functions in conformity with the Specifications. Upon correcting the failure within such period Licensor shall notify Licensee in writing that the LL)GISOIT 50}TWr\KI': LIC:}:NS'F: r\GIi}:i:MI �.NT Page 4 [:irc ofTemple [:in. CA failure has been corrected and another Acceptance Testing Period shall begin in accordance with this Section 7. c. No Failure Found. If there was no reproducible failure to perform, or the failure to perform was not attributable to a defect in the Application or an act or omission of Licensor, then Licensor shall give written notice to Licensee explaining its determination in reasonable detail, and Licensee shall have thirty (30) days to respond with additional documentation or written explanation regarding the failure. If Licensee provides such response, Licensor shall be afforded thirty (30) days to review the response and, if necessary, attempt to correct the failure. If Licensee does not provide such response within thirty (30) days, then Licensee shall be deemed to have accepted the Application as of the date of Licensor's notice. 8. Term: Termination: Default: Opportunity to Cure. This Agreement is effective upon the date of signature and shall continue until terminated. The License may be terminated with or without cause by either party. A party shall be considered in default of this agreement only if the party, thirty (30) days after receiving written notice from the other party identifying with reasonable specificity a Material failure to comply with any term or condition contained herein (including without limitation Licensee's failure to pay any fees or charges due under this Agreement or any related Software Maintenance Agreement or service agreement, and Licensor's breach of the limited warranty provided in Section 10), has not cured such failure or breach or, for failures or breaches that cannot be reasonably cured within thirty (30) days, the party has failed to diligently pursue the cure to such failure or breach. If a party is in default of this agreement, the other party may immediately terminate the agreement for cause. For terminations without cause, either party shall give the other party ninety (90) days written notice of intent to terminate. In the event of termination for cause resulting from a default by Licensor or Licensor's termination of this Agreement without cause, no License Fees or other Fees then due and payable shall be waived, and any unpaid License Fees due and payable shall be immediately paid in full. In the event of termination resulting from a default by Licensor, Licensor shall refund to Licensee the amount of fees paid per this Agreement. 9. Support and Maintenance. Support and maintenance of the Software is not included in this Agreement or the License Fees or Service Fees paid hereunder, but is purchased through a separate Software Maintenance Agreement, 10. Limited Warranty. Licensor warrants that it has title to the Software and that it has full authority to grant this license to Licensee. Licensor also warrants that, as to each Application, for a period of thirty (30) days from the date of Licensee's acceptance of the Application, the Application will function in Material conformity with the Specifications. If during this period, Licensee notifies Licensee in writing that the Software is not performing substantially in accordance with the Specifications and Custom Specifications, giving reasons for so claiming, Licensor I IxiFN017 SOI rWARL LICFiNg7 AGREEMENT Page 5 Ciov of Tnnple Gm, CA will examine the Software within seven working days of receiving notice and, as soon as practicable, not to exceed 15 days, repair or replace the Software such that it complies with the Specifications and Custom Specifications. This warranty does not operate where the substantial non-performance arises in any respect from either the installation of the Software by unauthorized personnel or the use of unauthorized equipment, materials or third party software. Licensor makes no warranty regarding the usability or convertibility of any of Licensee's data, the suitability of the Software for Licensee's needs, or any performance problem, claim of infringement or other matter to the extent attributable to any use or modification of the Software, or combination of the Software with any other software or computer program or communications device, not expressly authorized by Licensor in writing. Determination of breach of the foregoing limited warranty or default under this Section 10 shall be subject to the notice and cure provisions of Section 8, and upon receipt of written notice of breach of warranty Licensor shall be afforded a period of thirty (30) days to cure the reported Material defect, failure or other breach. Licensee agrees that the foregoing limited warranty is in lieu of all other warranties of Licensor and Licensor disclaims all other warranties, express or implied, including without limitation any implied warranty of merchantability, fitness or adequacy for any particular purpose or use, quality, productiveness or capacity, or that the operation of the Software will be error - free. 11. Limitation of Remedies and Liability. The cumulative liability of Licensor to Licensee for all claims relating to the Software and any services rendered hereunder or in any related service or maintenance agreement, arising under or relating to this or any related agreement or warranty (including without limitation the limited warranty provided pursuant to Section 10), or otherwise in contract, tort, strict liability, indemnity or any cause of action whatsoever, shall in all events be limited to the total amount of the Fees paid to Licensor under this Agreement for the relevant Application(s) and related services. In no event shall Licensor be liable for any consequential, indirect, special or incidental damages (including, without limitation, damages for loss of business profits, business interruption, loss of business information, or other pecuniary loss), whether arising out of contract, tort, warranty or otherwise, even if Licensor has been advised of the possibility of such potential loss or damage. The foregoing limitation of liability shall apply regardless of the success or effectiveness of other remedies. The Fees herein and terms hereof have been agreed to by Licensor in reliance on the allocation of risk and limitation of liability set forth in this Section 11, 12. Venue: Governing Law. Exclusive venue for any dispute between the parties arising out of or relating to this Agreement shall be in the District Court located in Los Angeles, California. This Agreement shall be governed by and construed and enforced in accordance with the laws of the State of California, as such laws apply to a contract made and performed in such state, without regard to conflicts of law provisions. DG Sl3ITWAHLi Lll:k:N51�. AGHktiMl:N7 Rage v Cin nfTrnrple City, (:A 13. Entire Agreement; Construction; Licensor and Licensee Representations, This Agreement is the complete and exclusive statement of the agreement between Licensor and Licensee and supersedes all prior and contemporaneous negotiations, discussions, proposals and understandings, oral, written or implied, including those involving any agent of either party, relating to the subject matter herein, No representations or statements made by either party or either party's agents not expressly set forth or referenced in the Agreement shall be binding on either party. Rights, obligations and warranties under this Agreement extend to Licensee and Licensor only, and no other person shall be considered a third party beneficiary of this Agreement or be otherwise entitled to any rights or remedies under this Agreement. No provision of this Agreement shall be construed in favor of or against any party because one party or its professional advisors participated in the preparation of this Agreement. Licensee represents and warrants that it possesses sufficient mastery of the principles of accounting to use the Software for its intended purpose, and, accordingly, Licensee acknowledges that it is Licensee's responsibility to: develop and institute the use of manual controls to validate the accuracy of the data generated by the system; review proof lists and reports to validate the accuracy of reports and statements; and verify that a functioning archival system is in place, and that the data base is archived to a removable medium on a daily basis. In the event of a conflict between the Attachments and the main body of this Agreement, the main body of this Agreement shall control. 14. Modification: No Waiver. The terms of this Agreement may only be modified, expanded or added to by a written agreement executed by the parties. No oral communication between the parties or their agents before or after execution of this Agreement shall be binding upon either party unless the parties expressly agree in writing to the terms of such communication. No waiver by either party of any breach of any term or condition hereof shall be effective or enforceable unless made in writing signed by the party, and no waiver shall be interpreted as a continuing waiver or a waiver of any future obligation. 15. Attorneys Fees. If any suit, action., or other proceeding shall be instituted relating to any term or condition of this Agreement or relating to any of the rights, duties, or obligations arising under it, the prevailing party shall be entitled to recover from the other parry and the other party agrees to pay to the prevailing party, whether or not the matter proceeds to final judgment or decree, in addition to costs and disbursements allowed by law, such sum as the trial and each appellate court may adjudge reasonable as an attorney's fee in such suit, action, or other proceeding, and in any appeal thereof including. Such sum shall include an amount estimated by the court as the reasonable costs and fees to be incurred by the prevailing party in collecting any monetary judgment or award or otherwise enforcing each order, judgment, or decree entered in such suit, action, or other proceeding. r:rx,rs�rr soi-nvAxi. uc t;ns�: ACRrrnTr;rrr r,x� � Ciq ofTunplc Cf�, CA ��N WITNESS WHEREOF,. each or the parties hereto has caused this Agreement to be executed in duplicate by its duly authorized officer or representative. LICENSOR Name: Shan Sundar r' Signature: Title: President/CEO LICENSEE Name: Jose Pulido Signature: Title: City Man r ATTEST: Name: Peggy��uo Signature: Title: City Clerk APPROVED AS TO F/O,RM: Name: Signature: Title: City Attorney Date: �� i 2013Date: 2013 fiI1C;I:SbIT SCIITWAIiIi LICI:NSI: ACiRFT:MEiNi Ciq of Temple Crtp CA Vab N ATTACHMENT A.1: SCHEDULE OF FEES Attachment A.1 contains the price quote issued to Licensee showing the applications and services being licensed and/or purchased, the fees therefore, and the current fees for other services, and a schedule of payment terms. By signing this agreement, Licensee is agreeing to the Schedule of Fees for the duration of the implementation. �1 r Investment Pricing Proposal for City of Temple City, CA EDGFSOFI' SOFI'WARF, tiCFIVSP. AGRF;EMENT I'.x� <� Ciry ofTanple Ciry, CA Pricing is based on standard contract—deviation from standard contract terms may result in modified prices. Training and on-site implementation services do not include travel time or expenses. EDGFSOFI' SOFI'WARF, tiCFIVSP. AGRF;EMENT I'.x� <� Ciry ofTanple Ciry, CA ATTACHMENT "A.2" SCOPE OF SERVICES 1. Introduction 1.1, Purpose: The purpose of this Scope of Work is to define the respective responsibilities of Edgesoft Inc. as they relate to the Enterprise Land Management System (eLMS) software hosting services for the City of Temple City. Edgesoft will implement a phased roll out for all hosted modules. 2. Scope of Services, Consultant will perform the following Services: • Implementation Services • Training 2.1 Software Installation Services, Consultant will prepare and deliver the following tangible work products to the City: Core Module: eLMS"" Core Functions- The solid foundation of the Land, Structure, Occupancy (LSO) Model naturally provide for an orderly progression of increasingly complex data. The LSO model is a primary resource for address, structure and land use nformation, as well as owner/tenant, infrastructure and asset nformation. Each location in the LSO model has a unique identifier by which all activities related to that specific location are tracked and administered. The Projects, Subprojects, Activities (PSA) structure enables the department to customize its activities, easily view all information at a Project level, and quickly drill down to sublevels to enter or view information, so that other departments can review the processes and identify any interdepartmental issues before proceeding with activities. Featureslncluded: • Attachments Feature- Provides the ability to attach any files such as digital photos, documents and spreadsheets. • Conditions Library- Makes predefined conditions available to apply to various activity types. Enables users to add one or more conditions to any level in within eLMS (Land, Structure, Occupancy, Project, Subproject and Activity). Provides the ability to include the mapped conditions automatically on a newly created activity. • Search Function- Provides the capability of searching for projects and attached documents from multiple criteria, including address, APN, Project Number, Subproject number, Activity number, Activity type, Subproject type, ii,w v�nrs��rrwnur rirp��tir,�rurrNil rs,;< in ;Nr Activity sub -type, Owner, People License number, Name, internal Project Team name and Project Description, Administration Function- Manages projects, lists, fees and more. • Comments Feature- Provides the ability to add one or more comments to any level in within eLMS (Land, Structure, Occupancy, Project, Subproject and Activity). Business Modules/Products: • Planning & Planner Update Modules- Automates the processes and captures all information related to the City's Planning activities. Functions include issuing, tracking and logging planning cases; appointment scheduling and notification, which reduces scheduling conflicts for planning board hearings; assigning, scheduling and routing planning cases; and cashiering and fee appraisal. This centralized database of customer records provides accurate, timely information to customers who are submitting development plans for approval. • Building Permits & Inspections Module- Automates workflow related to building permits, inspections, people and activities. It enables City staff within Building and similar divisions to view fee schedules, cashiering, payment transaction history, business tax and business license information, and track plan checks related to building permits. Users can schedule, track and maintain history of inspections related to a specific location, as well as maintain lists of and links to external people associated with the City, such as owners, applicants, architects and contractors. • Code Enforcement Module- Tracks and maintains data related to code violations in the City. Users can identify violations by parcel, provide notifications to responsible parties, and establish follow-up inspection programs to ensure that corrections are made. This module also provides users with the ability to place a "hard," "soft" or "warning" hold on a Land, Structure or Occupancy. When creating a code violation, the system validates data input and utilizes list -of -values (pull-down lists), reducing human error in data entry. • Business License Module- The business license management module provides the ability to add, modify or delete Regulatory Business Licenses and Permits, as well as the associated Municipal and SIC Codes. It generates I:I)GISOIT SOITWARi LICI:NtiIi AGRI7�MI?M I':agr II (;iq ofTemplc (;in, C:A prints and tracks business license renewals. The system improves service quality by providing accurate information in a timely manner to customers that are filing for a business license, and reduces data entry errors by validating data input using the list -of -values (pull-down list) at the time of completing a business license application. The future on-line version update is included. • Public Works Module- This module tracks and maintains all the permits and requests (not pertaining to permits) submitted and currently issued by the Public Works department. Users can chose not to issue permits until all required approvals from various departments and conditions have been met and track the status of a permit in real time. This module also provides users with the ability to print permits and permit conditions and attach plan documents (floor plans, plot plans, photos, etc) with an address, issue permits for addresses as well as public right of way. • E-GOV Citizen Access Module- Allows citizens to access the application through Internet and perform various business queries and functions. • Online Building Permits: Applying for permits and monitoring progress.. • Online Inspections: Scheduling inspections online, checking inspection status, results and cancellations. 2.21mplementation services: The purpose of this phase is to configure and implement the eLMS" software solution for the City. The configuration and implementation will utilize established project controls and monitoring methods. In this phase, the software will be configured to meet the City's requirements (all reports, functions improved or currently used by the City). Implementation activities such as configuration, database creation, training, testing, and pre- production planning will be undertaken. Deliverables for enterprise solution modules will be on the based on a phase schedule and will include the following: • Total application software package • Training • Implementation Services • Maintenance and Support • On -Site Preparation • Site Licenses 2.3 Training -Licensee shall provide users of the Software with eLMS (Enterprise Land Management System) certified Software training. Training and on-site LIIC;ISOIT 5f3FTWARF LIl:LN5G AGRL1:MIiNT Page 1 2 <:in� ofTemple: c'in, CA implementation services do not include travel time or expenses. Sessions: • Core Framework - System Administration Training • Planning and Planner Update Module —Administration & User Training • Building Permits & Inspections Module — Administration & User Training • Code Enforcement Module — Administration & User Training • Business License Module—Administration & User Training • Public Works Module -Administration &User Training • E-GOV Citizen Access Portal —Administration & User Training 2.4 Other consulting services as required Security • City of Temple City retains ownership of their data while Edgesoft will own the eLMS application i;�wrsaiT sornvnar ucuHs� ncaust:urt;N r r,ge i i (:i�oF7anple Cin, CA