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HomeMy WebLinkAbout20073016.tiff Colorado Exhibit A- Master Software License & Support Agreement (MSLA) CustomWare Inc. This Master Software License & Support 1.7 "Software" means all of the computer Agreement ("Agreement") is entered into on the software program versions listed in Exhibit B — 10th day of September, 2007 ("Execution Date"), CCI's Deliverables, and shall include all updates, by and between Colorado CustomWare, Inc., enhancements, modifications, or upgrades ("CONTRACTOR") and Weld County, Colorado provided under the terms of this Agreement or of a ("COUNTY"). related support agreement. Notwithstanding the above, Software does not include any 3r° party CONTRACTOR agrees to furnish to COUNTY, and software. COUNTY agrees to accept, in accordance with the terms and conditions of this Agreement, the use of 1.8 "Software Problem(s)" means defective the software identified below. Software distribution media and/or a failure of the Software to function substantially in accordance 1. DEFINITIONS with the Software Documentation. 1.1 "Computer" means a machine or system, which uses logical devices ("central processing 1.9 "Source Code" means a compilable copy of units") to process information, such as a multi- the Software which allows the Software installer to processor computer system or a workstation. compile the Software into a Run-Time Version using the appropriate Development System; some 1.2 "Designated Computer(s)" means specific portions of the Source Code may already be Computer(s), including replacements, compiled by CONTRACTOR and provided in an modifications, upgrades and additions thereto, executable, Run-Time or object code version only. upon which the application software is compiled or installed and executed. 1.10 "User" means the unique combination of one log-in on one software display device. 1.3 "Software Documentation" means the standard user documentation published or 1.11 "Public Access Module" means a unique provided on-line by CONTRACTOR, or distributed subset of Software provided for the purpose of by CONTRACTOR under a third party license, providing third parties read-only access to describing the use of the Software, including any COUNTY data. tutorial presentation of the capabilities of the Run- Time Versions and may include technical 2. LICENSES documentation which describes the design of the 2.1 Grant of License. CONTRACTOR grants to Software. Software Documentation may be COUNTY the non-exclusive and non-transferable released in an electronic media format. right to have the Users execute the Software on Notwithstanding the above, Software the Designated Computer(s), and to use the Documentation does not include any 3r° party associated Software Documentation only for software documentation. COUNTY's internal business purposes and only with COUNTY's data, subject to the terms and 1.4 "Product Update" means a change or new conditions of this Agreement and in consideration release of the Software or Software Documentation of payment of the agreed upon license fees. designed to correct Software Problem(s). 2.2 Rights of COUNTY. COUNTY may access 1.5 "Product Upgrade" means a change or new release of the Software and/or Software the Software lawfully licensed to COUNTY on any Documentation designed to enhance the features configuration of computers or display devices of the licensed Software version or otherwise connected to the Designated Computer(s). COUNTY may transfer the Software to any improve the functionality of the licensed Software version. electronic storage device connected to the Designated Computer(s), provided COUNTY 1.6 "Run-Time Version" means a program that is keeps the original solely for backup or archival used to execute the Software and other utilities purposes. that are part of the Software, but which does not allow a User to change the Software or to create 2.3 Acceptance of Software. For each Software new and different Software features. product licensed under this Agreement, COUNTY shall have a thirty (30) day "Acceptance Period" DP ccc/s Colorado CustomWare, Inc., Inc. 1 of 12 Confidential&Proprietary .e/15erl endue 09/a / c J /6"1- 4 /9e5 2007-3016 9/a/acc7 Colorado Exhibit A - Master Software License & Support Agreement (MSLA) CustomWare Inc. beginning on the Execution Date, or if the Software 2.7 Export Restrictions. COUNTY may not is provided with Software modifications, beginning export or re-export the Software or any copy or on the delivery date of the Software and/or adaptation in violation of any U.S. Export Software modifications. During the Acceptance Administration regulation or other applicable Period, COUNTY may cancel the license by giving regulation. written notice to CONTRACTOR and returning the Software in accordance with Section 4.2. Unless 3. PROPRIETARY RIGHTS AND such cancellation notice is given, the license will be CONFIDENTIALITY deemed accepted by COUNTY at the end of the 3.1 Ownership. All title and rights of ownership in Acceptance Period. Should COUNTY elect to the Software and Software Documentation remain cancel this Agreement under the terms of this with CONTRACTOR and/or its suppliers and are Section 2.3, COUNTY shall pay to CONTRACTOR protected by copyright, patent, and/or trade secret a pro rata portion of all Support Fees for the time laws. COUNTY agrees to take all reasonable steps from the Execution Date to the date upon which to protect CONTRACTOR's and its suppliers' such cancellation notice is given by COUNTY. proprietary rights in the Software and Software Documentation including, but not limited to, the 2.4 Backup Copy. COUNTY may make backup proper display of copyright, trademark, trade copies of the Software and of any portions thereof, secret, and other proprietary notices on any copies which are modified or merged with other programs of the Software. COUNTY must reproduce and in accordance with this Agreement. All such include any copyright, trade secret, trademark, or backup copies shall also be subject to the terms proprietary data notices, and other legends and and conditions of this Agreement. COUNTY must logos on the backup copies. COUNTY will, at maintain an accurate record of the location of the COUNTY's own cost and expense, protect and backup copies at all times. defend CONTRACTOR's and its suppliers' ownership of the Software and Software 2.5 Restrictions on Use. Except as specifically Documentation against all claims, liens, and legal provided above, COUNTY may not make any processes of creditors of COUNTY and keep the copies of the Software. Except as specifically Software and Software Documentation free and provided in writing, COUNTY may not make clear of all such claims, liens, and processes. alterations to those portions of the Software for which Source Code is not provided or to the 3.2 Confidentiality. COUNTY will not disclose or Software Documentation, or to any part thereof, publish to others, and will keep confidential, the including, but not limited to, unmodified sub- Software and the terms and conditions of this routines, functions, libraries, or other binary code Agreement to the extent the disclosure of such segments of the Software. COUNTY may not rent, information is not required by law. In addition, sub-license, lease, distribute, or grant other rights COUNTY may disclose the Software to consultants to the Software or the Software Documentation to and other third parties retained to work with the others with the following exception: COUNTY may Software. distribute Public Access Module as necessary to provide third parties read-only access to COUNTY 4. TERM AND TERMINATION data. COUNTY may not reverse engineer, 4.1 Term. The licenses granted under this disassemble, decompile, reverse translate, or in Agreement shall commence upon the shipment of any manner decode the Software in order to derive the Software and shall continue perpetually unless any source code not licensed by CONTRACTOR. terminated in accordance with the provisions of this Agreement. 2.6 US Government Terms. If COUNTY is acquired by the US Government, or if the Software 4.2 Termination. COUNTY may terminate this is transferred to the US Government, additional Agreement by destroying the Software and terms and conditions may apply, and the Software Software Documentation and all copies thereof. shall be treated as "Commercial Computer CONTRACTOR may terminate this Agreement if Software" as defined in DFARS 252.227-7013 and COUNTY fails to pay any license fees owing and FAR 52.227-19, or as appropriate under any which are more than thirty (30) days past due. governmental regulations, which replace these CONTRACTOR may also terminate the Agreement regulations. if COUNTY breaches any material representation, warranty, agreement, or obligation in this Colorado CustomWare, Inc., Inc. 2 of 12 Confidential&Proprietary S. Colorado Exhibit A- Master Software License & Support Agreement (MSLA) CustomWare Inc. Agreement and fails to remedy such material error free, or that all defects will be corrected. breach or demonstrate a good faith effort to CONTRACTOR shall not be required to correct remedy such material breach within thirty(30) days errors during the above described warranty period after receiving written notice of such material attributable to: equipment malfunction; products breach from CONTRACTOR; Provided that other than the Software; use of the Software in cancellation by the COUNTY of the Support and conflict with or contravention of the Software Upgrade provisions as set out in Section 9.3 and Documentation or the terms of this Agreement; or Appendix A of this agreement shall not constitute accident, neglect, misuse, or abuse of the grounds for termination. Upon termination, Software. COUNTY shall either promptly return to CONTRACTOR all copies of the Software and 6. DISCLAIMER OF WARRANTY Software Documentation in COUNTY's possession CONTRACTOR MAKES NO OTHER or destroy all copies of the Software and Software WARRANTIES REGARDING THE SOFTWARE Documentation, and certify in writing that all such OR SOFTWARE DOCUMENTATION, INCLUDING copies have been returned or destroyed. WITHOUT LIMITATION, EXPRESS OR IMPLIED WARRANTIES, AND EXPRESSLY DISCLAIMS 5. LIMITED WARRANTY THE WARRANTIES OF MERCHANTABILITY, 5.1 Limited Warranty. CONTRACTOR warrants FITNESS FOR A PARTICULAR PURPOSE, AND that after the delivery of the Software and Software ANY OTHER WARRANTY, EXPRESS OR modifications to COUNTY, the latest unmodified IMPLIED. version of the Software released by CONTRACTOR shall substantially perform in CONTRACTOR shall not be liable for any claimed accordance with the Software Documentation. non- conformance of Software under Article 35(2) of the United Nations Convention on the 5.2 Remedies. CONTRACTOR's entire liability International Sale of Goods, even if that and COUNTY's exclusive remedy shall be for Convention were to be determined to be applicable CONTRACTOR, at its option, to either: (i) replace to these transaction(s). any defective media which prevents the Software from satisfying the limited warranty described 7. LIMITATION OF LIABILITY above provided such defective media is returned to IN NO EVENT SHALL CONTRACTOR BE LIABLE CONTRACTOR; or (ii) attempt to correct any FOR ANY INCIDENTAL, SPECIAL, INDIRECT, errors which COUNTY finds in the Software during OR CONSEQUENTIAL DAMAGES, LOSS OF this warranty period and which prevent the BUSINESS, LOSS OF PROFITS, LOSS OF Software from substantially performing as GOODWILL, OR TORTIOUS CONDUCT described in the Software Documentation. Any RELATING TO, CAUSED BY, OR ARISING OUT replacement Software will be warranted for the OF ANY BREACH OF OBLIGATIONS OR DELAY remainder of the original warranty period or for IN DELIVERY OF SOFTWARE OR SOFTWARE thirty(30) days, whichever is longer. DOCUMENTATION UNDER THE AGREEMENT, OR FROM COUNTY'S USE OR INABILITY TO 5.3 Right to License. CONTRACTOR warrants USE THE SOFTWARE, EVEN IF CONTRACTOR that it is the owner of the Software and/or has the HAS BEEN ADVISED OF THE POSSIBILITY OF right to license the Software to COUNTY. SUCH LOSS OR DAMAGES. SOME JURISDICTIONS DO NOT ALLOW THE 5.4 Limitations of Warranty. The above warranty EXCLUSION OR LIMITATION OF LIABILITY FOR is null and void if failure of the Software has CONSEQUENTIAL OR INCIDENTAL DAMAGES resulted from accident, abuse, or misapplication; OR CERTAIN TORTIOUS CONDUCT, SO THE including alteration or modification of the Software ABOVE LIMITATION MAY NOT APPLY TO by the COUNTY. The above warranty applies only COUNTY. ANY DAMAGES THAT CONTRACTOR to software problems, which are apparent in the IS REQUIRED TO PAY FOR ANY AND ALL unmodified, standard Colorado CustomWare, Inc. CAUSES, WHETHER FOR NEGLIGENCE, RealWare Software, which is not merged with BREACH OF CONTRACT, OR OTHERWISE, other software. CONTRACTOR does not warrant AND REGARDLESS OF THE FORM OF THE that the functions contained in the Software will ACTION IN THE AGGREGATE, SHALL BE meet COUNTY's requirements, or that the LIMITED IN AMOUNT TO THE LICENSE FEES operation of the Software will be uninterrupted or PAID BY COUNTY TO CONTRACTOR FOR THE Colorado CustomWare, Inc., Inc. 3 of 12 Confidential&Proprietary A. Colorado Exhibit A - Master Software License & Support Agreement (MSLA) CustomWare Inc. SPECIFIC COPY OR COPIES OF SOFTWARE. infringement or misappropriation resulted from NOTWITHSTANDING THE FOREGOING, THE COUNTY's or any of its Users' use of the Software: ABOVE LIMITATION ON THE AMOUNT OF (i) in an operating environment other than that DAMAGES SHALL NOT APPLY TO EITHER described in the Software Documentation or under PARTY'S OBLIGATIONS WITH RESPECT TO this Agreement; (li) in conjunction with an THE INDEMNIFICATION PROVISIONS BELOW. enhancement not created or owned by CONTRACTOR; (iii) with the use of a superseded 8. INDEMNIFICATION release of the Software; or (iv) in conjunction with 8.1 CONTRACTOR's Indemnification. other software not created or owned by CONTRACTOR shall indemnify, defend and hold CONTRACTOR. The foregoing states the entire harmless COUNTY against any action to the extent obligation of CONTRACTOR with respect to the such action is based on a claim that COUNTY's infringement of patents and copyrights, and use of the Software or Documentation or any part misappropriation of trade secrets. thereof, under this Agreement, infringes a valid, enforceable United States patent or copyright, or misappropriates a trade secret, and 9. SUPPORT CONTRACTOR shall pay all damages and costs 9.1 Remote Access. COUNTY is required to (including reasonable attorneys' fees) awarded or establish a direct computer-to-computer remote agreed to in settlement by CONTRACTOR in access link with CONTRACTOR approved by respect of such action; provided that CONTRACTOR before support is provided to CONTRACTOR is given written notice of such COUNTY. COUNTY must assure that claim within thirty (30) calendar days of the date CONTRACTOR has access to COUNTY's COUNTY knows of such a claim. CONTRACTOR Designated Computer(s) via the remote access shall control the defense in any such action and, at link. The link must meet CONTRACTOR's current its discretion, may enter into a stipulation of specifications for connection to its customer discontinuance and settlement thereof. COUNTY support network. CONTRACTOR will provide the shall cooperate with CONTRACTOR in any such System Administrator with a telephone number to defense and shall make available to CONTRACTOR's Support Center, a log-in to the CONTRACTOR all those persons, documents and Support Center's system, and instructions on how things required by CONTRACTOR in the defense to establish the link. CONTRACTOR will ensure of any such action. Reasonable out-of-pocket that the Support Center's system will expenses incurred by COUNTY in providing such accommodate a link with the COUNTY's system. assistance will be reimbursed by CONTRACTOR. COUNTY will bear all costs associated with COUNTY may, at its expense, assist in such establishing and maintaining the link from defense. COUNTY's site to CONTRACTOR's customer support network. The COUNTY reserves the right 8.2 Remedies. If, in such an action, the Software to control which product is used to establish and is held to constitute an infringement or maintain the link from COUNTY's site to misappropriation, or the use, demonstration, CONTRACTOR's. The COUNTY will license their distribution, marketing, or sublicensing thereof is own copies of the product. enjoined or restricted, CONTRACTOR shall, at its option, either procure for COUNTY the right to 9.2 Required Development Environment. To continue using the Software, or modify the assist in the resolution of Software Problem(s), Software to permit COUNTY to exercise its rights COUNTY is required to maintain the versions then- hereunder, or, if the foregoing options are not currently supported by CONTRACTOR, or versions available, terminate the Agreement and promptly compatible with the versions then-currently refund to COUNTY all license fees paid by supported by CONTRACTOR, of Oracle Database COUNTY to CONTRACTOR for the infringing Standard Edition and Microsoft Access. COUNTY Software amortized over a five (5) year period from shall also maintain a tape drive on its development the date of initial delivery (i.e., a refund pro-rated system and make regular backups of its on a monthly basis over a sixty(60) month term). development systems. The requirements of this subsection are subject to reasonable change. 8.3 Limitations of Indemnification. The foregoing indemnity shall not apply in respect of 9.3 Support Fees. COUNTY agrees to pay the any infringement or misappropriation if such current annual Support Fees as detailed in Colorado CustomWare, Inc., Inc. 4 of 12 Confidential&Proprietary Colorado Exhibit A- Master Software License & Support Agreement (MSLA) CustomWare Inc. Appendix A. Subsequent years of Support suspected Software Problem(s) using a form of Services are optional. telecommunications. 9.4 Colorado CustomWare, Inc. Software 9.9 Site Visits. In the event that: (i) data is Support Specialist and System Administrator. corrupted, returned results are incorrect, or there is COUNTY must designate both a System a severe feature malfunction without a Administrator and a RealWare Software Support "workaround", (ii) the Software Problem seriously Specialist who shall act as the primary contact disrupts COUNTY's primary business operations, between COUNTY and CONTRACTOR. and (iii) COUNTY and CONTRACTOR have made every reasonable attempt to correct the Software 9.5 COUNTY's Responsibilities. COUNTY Problem, then CONTRACTOR agrees to use its agrees to assist and cooperate with best reasonable efforts to resolve the Software CONTRACTOR, as reasonably required by Problem first remotely through the remote access CONTRACTOR, in the resolution of Software connection or otherwise provided COUNTY has Problems. Such assistance and cooperation will provided CONTRACTOR adequate remote access facilitate quicker and more effective problem to COUNTY's system, and then on-site if resolution by CONTRACTOR, and may include: necessary to resolve the Software Problem(s) at 9.5.1 Consultation with the System Administrator CONTRACTOR's option. and RealWare Software Support Specialist(s); 9.10 Support Hours. CONTRACTOR support 9.5.2 Providing documentation of the Software services, which include direct telephone services, Problem(s), test data, and copies of the will be available to COUNTY weekdays from 7AM programs being used when the Software to 6PM Mountain Time, excluding standard U.S. Problem(s) become apparent. holidays. 9.6 Support Services. The Support Services 9.11 Product Updates and Upgrades. Upon generally include resolution of Software payment of COUNTY's annual Support Fee Problem(s), support via electronic mail ("E-mail") (detailed in Appendix A), CONTRACTOR agrees to and telephone, and upgrades and updates of the provide COUNTY with the Product Updates and Software. Updates to existing procedures in the Product Upgrades for licensed Software produced Software as required by legislative action, by CONTRACTOR. described in Appendix B, are also included in the Support Services. Installation, training, and 9.12 Current Version Supported. modification of the Software are services not CONTRACTOR will provide Support only for the included as support services and must be then-current version of the Software, and for the contracted for separately. previous version of the Software for a period of twelve (12) months following the release of a new 9.7 E-Mail and Telephone Support. version. CONTRACTOR will provide assistance in identifying, confirming and providing a 9.13 Non-Supported Matters. CONTRACTOR "workaround"for suspected Software Problem(s) in will not provide Support Services for the following the standard, unmodified code of the Software. unless such services are otherwise agreed to: CONTRACTOR may require documentation of the 9.13.1 Accounting, property valuation, Software Problem, test data, and copies of the assessment or taxation principles, theory, programs being used before confirming and or practice; resolving Software Problem(s). E-mail can and 9.13.2 Altered or modified Software; should be used to communicate support requests. 9.13.3 Client PC and Database Server configuration, operation or performance 9.8 Direct User Contact. CONTRACTOR except for requirements of the Software; personnel may use the remote access link to 9.13.4 Database administration, including but not access COUNTY's Computer to better analyze the limited to backup, recovery, space suspected Software Problem and produce a management, performance tuning, and solution or "workaround" to Software Problem(s). other routine maintenance; CONTRACTOR personnel may also directly 9.13.5 Consulting services, including application communicate with COUNTY regarding the or report design or recommendation, Colorado CustomWare, Inc., Inc. 5 of 12 Confidential&Proprietary Colorado Exhibit A - Master Software License & Support Agreement (MSLA) CustomWare Inc. recovery of lost data, any COUNTY 10.2 Governing Law. This Agreement shall be purchase recommendations, training, governed by the laws of the State of Colorado, and installation, implementation, or shall inure to the benefit of CONTRACTOR, its customization; successors, administrators, heirs, and assigns. 9.13.6 Software Problems resulting from The United Nations Convention on the hardware or database malfunction; International Sale of Goods shall not apply to this 9.13.7 Software Problems created by COUNTY's Agreement. negligence or fault; 9.13.8 Software used on a computer system other 10.3 Choice of Forum. The parties agree that than that specified on a Colorado Weld County in the State of Colorado shall be the CustomWare, Inc. Order Form (the proper forum for any action, including arbitration, Designated Computer), or as otherwise brought under this Agreement. authorized by CONTRACTOR; or 9.13.9 Software not licensed by CONTRACTOR. 10.4 Attorney's Fees. In the event an action, including arbitration, is brought to enforce any 9.14 Language. Telephone and E-mail support provision of or declare a breach of this Agreement, will be provided in English unless otherwise agreed the prevailing party shall be entitled to recover, in to in writing by CONTRACTOR. addition to any other amounts awarded, reasonable legal costs including attorneys' fees 9.15 Support Costs. COUNTY agrees, upon incurred thereby. COUNTY's written approval, to pay airfare and reasonable expenses, including unusual or 10.5 Limitation on Actions. No actions, excessive telephone, shipping, handling, media, or regardless of form, arising from the transactions Documentation expenses, if any, incurred by under the Agreement, may be brought by any party CONTRACTOR while providing Support to hereto more than two (2) years after the facts COUNTY. creating the cause of action become known to such party. 9.16 Training. Training in the use of the RealWare Software is a service for which 10.6 Severability. If any term, provision or part of CONTRACTOR charges additional fees. Training the Agreement is to any extent held invalid, void, or services may be contracted through unenforceable by a court of competent jurisdiction, CONTRACTOR at the then-current fees. the remainder of the Agreement shall not be 9.17 Data File Formats. CCI will make a impaired or affected thereby, and each term, provision and part shall continue in full force and reasonable effort to import data files from and effect. export data files to external systems related to the project. In the event that the aforementioned is 10.7 Survival. The terms, conditions, and unachievable as determined by CCI in its sole warranties contained in the Agreement that by their discretion, CCI's responsibility will be limited only sense and context are intended to survive the to importing and exporting one of the following termination thereof by the parties hereunder shall formats: XML, Microsoft Access, dBASE 5, Oracle so survive the termination of the Agreement. export. 10.8 Notice. All notices or other communications hereunder shall be deemed to have been duly 10. GENERAL given when made in writing and delivered to the 10.1 Waiver, Amendment, or Modification. Any principal place of business of the other party. waiver, amendment, or modification of any of the provisions of this Agreement or of any right, power 10.9 Force Majeure. Neither party shall be in or remedy hereunder shall not be effective unless default nor liable for any failure in performance or made in writing and signed by the parties. No loss or damage under this Agreement due to any failure or delay by either party in exercising any cause beyond its control. right, power or remedy with respect to any of its rights hereunder shall operate as a waiver thereof 10.10 Taxes. COUNTY shall pay all applicable in the future. sales, use, and other taxes or similar governmental charges or duties incurred in connection with the Colorado CustomWare, Inc., Inc. 6 of 12 Confidential&Proprietary Colorado Exhibit A- Master Software License & Support Agreement (MSLA) CustomWare Inc. exercise of the licenses and rights granted herein to COUNTY, except such taxes or charges based on the income of CONTRACTOR. Upon request, COUNTY shall promptly provide CONTRACTOR with evidence of payment of any such tax. COUNTY will reimburse CONTRACTOR for all such costs and taxes paid by CONTRACTOR on the COUNTY's behalf, including any related penalty or interest charges on unpaid taxes, duties, or charges, levied upon COUNTY by any such taxing or governmental authority within thirty (30) days after COUNTY's receipt of CONTRACTOR's invoice therefore supported by appropriate documentation. 10.11 Enforcement of Compliance. If requested by CONTRACTOR at any time, COUNTY will certify under oath that COUNTY has fully and faithfully observed all of the terms and conditions of this Agreement. CONTRACTOR may at reasonable times inspect COUNTY's premises and equipment to verify that all of the terms and conditions of this Agreement are being observed. 10.12 Acknowledgment. COUNTY acknowledges that COUNTY has read this Agreement, understands it, and agrees to be bound by its terms and conditions. COUNTY also agrees that this Agreement is the complete and exclusive statement of agreement between the parties and supersedes all proposals or prior agreements, oral or written, and any other communications between the parties relating to the subject matter of this Agreement. In Witness Whereof, the parties have duly executed and delivered this Agreement on the last date indicated below. IN WITNESS WHEREOF, COUNTY and COLORADO CUSTOMWARE, INC. have executed this Agreement as of the date first above written. Colorado CustomWare, Inc., Inc. 7 of 12 Confidential&Proprietary Colorado Exhibit A- Master Software License & Support Agreement (MSLA) CustomWare Inc. -AGREEMENT SIGNATURE PAGE- COLORADO CUSTOMWARE,)NC. ) SignatureYr E cAE 1-\- LEO Title Ct ' \I\ b1 Date BOARD OF COUNTY COMMISSIONERS OF COUNT 1 Signature David E. Long, Chair Date 09/24/2007 rit61 Ik :` .I/=; ♦� 144S APPROVED ASSE V ®UN N ATTEST• /' Signaturei Clerk o t e trdc owi uty erk to t Board 09/24/2OO APPROVE AS TO F ti / Signature my Attorney Date 09/24/2007 Colorado CustomWare, Inc., Inc. 8 of 12 Confidential&Proprietary o?OD%-3c k Colorado Exhibit A- Master Software License & Support Agreement (MSLA) CustomWare Inc. APPENDIX A Support Fees. The current pricing for Support Fees for The System is set at $39,840.00 due upon the installation of RealWare - Admin. Support Fees are due upon receipt of billing and upon subsequent anniversaries of that date if COUNTY elects to continue the Support Services. Payment Terms. All subsequent support fees are to be paid within thirty (30) days following the Support anniversary date (i.e., NET 30) in U.S. Dollars unless otherwise agreed to by the parties. Colorado CustomWare, Inc., Inc. 9 of 12 Confidential&Proprietary Colorado Exhibit A- Master Software License & Support Agreement (MSLA) CustomWare Inc. APPENDIX B Support for Legislated Changes Software will remain compliant with legislative changes in the online base application and optional modules. Changes in the requirements for functions already incorporated in The System will be supported in one of several ways: • CONTRACTOR will consult with COUNTY to recommend approaches that incorporate legislated changes into standard Software that can be accommodated without additional programming. • In cases where existing functions in Software requires additional programming to assure compliance with a legislated change, CONTRACTOR will add features to the system that assures compliance with state legislative requirements. The release of these modifications will coincide with the needs of COUNTY to meet statutory requirements. • CONTRACTOR will consult with COUNTY to determine how The System will comply with legislative requirements, but reserves the right to determine the manner in which compliance will be achieved. In cases where legislation requires COUNTY to undertake responsibilities that are not covered by The System, CONTRACTOR reserves the right to add such functionality as optional features in The System. Examples of revisions outside of CONTRATOR support include but are not limited to: • Interface Changes. Requirements to adapt The System to interface with third party software, either as a result of legislative changes or for other reasons. New interfaces and modification of existing interfaces that result from such requirements are not covered by the Agreement and CONTRACTOR reserves the right to provide such programming on a time and materials basis. • Reporting Requirements. Legislators may change the requirements for reports originally provided as part of the implementation of The System. CONTRACTOR reserves the right to charge for such modifications and development of new reports from such changes. • Local Changes. Reports are routinely customized by and for individual customers. Support for modification of these reports is limited to 'bug' fixes in code developed by CONTRACTOR. Changes in format or inclusion of information not originally included in such output are the responsibility of COUNTY. CONTRACTOR reserves the right to charge for time and materials to make any required changes. Colorado CustomWare, Inc., Inc. 10 of 12 Confidential& Proprietary k Colorado Exhibit A- Master Software License & Support Agreement (MSLA) CustomWare Inc. APPENDIX C Inclusion of the documentation provided by CONTRACTOR to COUNTY in response to RFQ. CONTRACTOR has agreed by proposal to provide the COUNTY with specific products and services as well as specific functionality and customizations that are described in the following attachments: Meeting System Requirements— please refer to Attachment A Customization Descriptions—please refer to"Detail for Attachment A" Product and Services Descriptions and Price Detail—please refer to Attachment B CONTRACTOR has provided via proposal an Implementation/Customization Project Plan that the CONTRACTOR and the COUNTY will be responsible for following, while allowing for circumstances beyond either party's control. Project Plan—please refer to Attachment C Colorado CustomWare, Inc., Inc. 11 of 12 Confidential&Proprietary Exhibit A- Master Software License & Support Agreement (MSLA) Colorado CustomWare inc. APPENDIX D RealWare—Admin Work Order Quote Scope of Work(SOW)and Pricing Total Admin Module Cost* (please refer to Attachment B for price breakdown) $531,500.00 Total 1st Year Work Order Cost $531,500.00 First Year Annual Software Support Fees** $ 39,840.00 Total Additional Annual Support Cost $39,840.00 Additional Training Hourly Rate$ 150.00 Payment Terms: 20% at contract signing, 20% at approved installation, 20% at successful conversion acceptance testing, 20% at successful customization acceptance testing, and 20% at successful final acceptance testing no later than October 1, 2008. *This work order will install Admin in Weld County, CO as their administrative solution. All fees for software and services as outlined in Appendix C are included. For software terms, please refer to conditions outlined in the Master Software License & Support Agreement. **Fees based on current pricing. Please sign below to confirm your agreement of the above. 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I... b gat N N _ N N d 'm :aim a a 0 - m o m in CO in < w 0a2a` r ,- N f'l O co 4 ' M r) a Detail for Weld County Attachment A Grid Topic Detail Item Comments and Clarification Area SYSTEM 2 The RealWare system is designed to handle legislative REQUIREMENTS requirements in a flexible table driven manner. Most legislative changes can be handled with a change to the configuration files. Each legislative change would be analyzed and in the event that customization is required a fee would be assessed only in the case that the change required a massive programming effort. For example a change to accepted appraisal theory in Colorado. 17 Mass updates can be done at anytime in the system. Actual updates may be limited due to Oracle record locks that are built into the Oracle database to ensure data integrity. 18 The Batch and Mass systems would be enhanced to allow for an initial evaluation of the data in the data set to ensure that all of the tables that would be updated for each account where not currently under an account lock in the Oracle system. A report would be created to list the Accounts that were locked and would be excluded from the update. 20 The automatic generation of new account numbers would be enhanced to include logic that would concatenate the year information within the account number. 22 The information concerning the date of the initial account creation is currently contained within the audit information for each account. The User interface(UI)will be enhanced so that the User can view this data. 23 The Version 4 system will be enhanced to include an area where the User will be able to track all correspondence with the tax payer and any reports that have been generated for the account. The Work Flow application that will be available with the RealWare Version 5 product will include this functionality along with many enhanced features. One of them being the automatic creation of reports or letters as a step within a Weld County defined process. GENERAL APPRAISAL 8 The Oil and Gas module will be enhanced to include viewing photos which allows for an unlimited number of photos and sketches to be associated with an account. 9 The Oil and Gas module will be enhanced to include viewing sketches which allows for an unlimited number of photos and sketches to be associated with an account. 15 The RealWare application will be enhanced to allow for multiple business names per account. These would be added on the account summary screens for each type of account. MODELING 6 A very wide variety of account variables are available in the RealWare Version 4 system to be used as model variables. During GAP analysis we would have to go through this list to ensure that all items Weld County would like available are truly available in the system. The Version 5 RealWare includes a larger variable list than the Version 4 product does. 7 The RealWare sales module would be enhanced to allow for the determination and mass application of time trend variables to all sales. REPORTING 11 The RealWare version 4 system will be enhanced to include the capability to review and reproduce NOV,NOD,and CBOE packets from any desired tax year. This information is already stored in the system. The customization would simply be giving the user access to this information through the UI. PERSONAL 2 The RealWare system will be enhanced to allow for the electronic PROPERTY upload of personal property data from a web site. This enhancement will include a UI for preliminary acceptance of the uploaded data prior to it being added to the ASR production tables. OIL & GAS/ 2 The RealWare system will be enhanced to allow for the electronic NATURAL upload of oil and gas data from a web site.This enhancement will RESOURCES include a UI for preliminary acceptance of the uploaded data prior to it being added to the ASR production tables. 6 The RealWare system will be enhanced so that Oil and Gas below a certain amount of production (60bbls or 10mcf) will automatically default to stripper well and value the item in that manner. 7 The RealWare system will be enhanced to allow the User to indicate wells in the Oil and Gas module as"New Construction" 11 The RealWare system will be enhanced to handle electronic reporting of non-state pipeline accounts.The business functionality required here would need to be more clearly defined in order for CCI to accurately describe the customizations that will be required. 12 These calculations are done within the RealWare Land module. 13 These calculations are done within the RealWare Land module. TRANSFERS 1 Included in customization for Recorder integration 2 Included in customization for Recorder integration 3 The RealWare system will be enhanced so that the user is able to pull up an image of a deed or a transfer from within the RealWare system and associate it with one or more account numbers. 4 Included in customization for Recorder integration 5 Included in customization for Recorder integration 6 The system will auto-populate doc fee,reception#,deed type,and doc date 7 The system will auto-populate Grantor and Grantee from Assessor and Clerk and Recorder data 8 The system will auto-populate new owners name and address and . then fix spellings 9 The system will be enhanced to view TD1000 images (stored by the clerk). 10 Included in customization for Recorder integration TAX ROLL 3 RealWare has services available for Tax Roll corrections as well as an electronic data file that contains all of the information required for the Treasurer at tax roll time. During GAP analysis it would be determined if any additional data elements were needed to satisfy data requirements for the Treasurer system. 4 The Tiff module in RealWare will be enhanced to include he ability to track overlapping TIFFs 5 The Administrative module will be enhanced to include an integration with GeoWare in which the tax areas can be updated by map selection. STATE ASSESSED 2 The RealWare system would have to be enhanced to allow more than one tax district per state assessed account. This will require a restructuring of the value roll up table structure and logic. 4 The RealWare system will be enhanced to allow for valuing state assessed RR tracks according to legislative requirements. Colorado CustomWare Inc. RealWare - Administration Price Proposal For Assessor - Weld County Colorado a n"M L x x � s_, s ` wd, Yr xC I po O E s�� ata �... M1 I J. . :. ,.,M..n_ ,r,.ws,a..Y` k�.,ki. 4 "o, •<.u,=1u `Tk 'S�'+ ,a .a r `. y.; 'w` e_ , RealWare: Administration, Personal Property $ 166,000.00 SERVICES: $ 20,750.00 Project Management $ 19,250.00 Installation of RealWare: Administration $ 1,500.00 MIGRATION&CUSTOMIZATION: $ 320,250.00 Conversion: Estimate 300 hours @$150 per hour $ 45,000.00 Integration: Estimate 340 hours @$150 per hour $ 51,000.00 Customization: Estimate 1795 hours @$150 per hour $ 269,250.00 E-File ability Customizations of 500 hours included above (Current Customer Discount) $ (45,000.00) TRAINING: $ 24,500.00 CCI Software Training: End User Training $ 24,500.00 Two 3-day session in County Office(includes PP, Oil &Gas) Two 2-day sessions in County Office(Nov's, Taxroll &Appeals and Abst& Annual RealWare Software Support(in addition to current RW support) $ 39,840.00 Price valid for 90 days unless otherwise noted Page 1 Confidential - Not for distribution uirr, lej 15 • c 6) m A0 e 0 r w u 0 a 0 0 n g a • m U U U .R O 4 ° E a I'� 44 ca.g m p °u g U > O U W a u ico y ' a p m U U 7 ' U ° = Ps— = O U 0 n co U O� E . a m J U — a mmJc ° p o J C 2 C a al U c c ? 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E 0 c. _ ! § 2C0 ci 2 - | 722 C \ \ ( \ k7 12 E o G '5 Ti -- o ' _ 0- 00 . \ _ ] ` ` ` � O I _ � ; ; ; „ » « o I Hi Jenny, I need to get a contract signing on the consent agenda for Monday. Enclosed are two copies, one for your office, and one for the vendor. Please make ACS a copy and send back. Thanks so much for your help! Jeannine Basnar Weld County Info Services 1401 N 17th Avenue Greeley, Colorado 80631 (970) 304-6570 x2548 CSeu Ia IP Hello