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HomeMy WebLinkAbout20191175.tiff17, /3 old MEMORANDUM TO: Esther Gesick, Clerk to the Board July 6, 2020 FROM: Ryan Rose, Chief Information Officer SUBJECT: Cartegraph Systems, LLC Agreement Cartegraph Systems, LLC. provides software to the Weld County Public Works department. The software is used by Public Works to manage their daily maintenance work for roads, bridges, etc. The attached agreement between the Board Of County Commissioners and Cartegraph Systems, LLC is to purchase the Advanced Asset module and engage their assistance in implementing it. The requested amount is $6,610.40 and has been reviewed by Legal. The project was budgeted for in the 2020 budget cycle. We ask that the BOCC approve the agreement as submitted. I ce:ak_16a,,,,e(1:7) 1-/3-2o O.O/ //7s�' �j'abo8 BOARD OF COUNTY COMMISSIONERS PASS -AROUND REVIEW PASS -AROUND TITLE: Cartegraph Systems, LLC DEPARTMENT: Information Technology DATE: 6/9/2020 PERSON REQUESTING: Ryan Rose, CIO Brief description of the problem/issue: Cartegraph Systems, LLC. provides Weld County with software utilized by Public Works. The software is used to help Public Works manage their daily maintenance work for roads, bridges, etc. This agreement is to purchase the Advanced Asset module and engage their assistance in implementing it. This will provide efficiency in their management of their assets. What options exist for the Board? (include consequences, impacts, costs, etc. of options): The Board has the option of approving this agreement to proceed forward with this efficiency improvement or operating as is. Recommendation: This vendor specializes in this software. The cost for this request is $6,610.40. The project was budgeted for the 2020 budget cycle and the contract has been reviewed by Legal. Approve Recommendation Mike Freeman, Chair Scott K. James Barbara Kirkmeyer Steve Moreno, Pro-Tem Kevin D. Ross Schedule Work Session Other/Comments; Cartegraph Weld County Cartegraph Software and Services Contract PM: PA -2492 Date: 6/8/2020 Cartegraph Systems L_LC 3600 Digital Drive Dubuque, IA 52003 cartegraph.com 800 688.2556 56. 556 8120 Fax 563 556.314 o2O l er— // 7� Weld County, CoI 6/3/2020 Purchase Agreement Cartegraph Cartegraph is pleased to present this Purchase Agreement for the implementation of world class technology solutions. This Purchase Agreement is made and entered into between Weld County (hereinafter referred to as Customer) and Cartegraph Systems LLC (hereinafter referred to as Cartegraph). In the case that any terms or conditions provided in the Cartegraph Solutions Agreement different from, are provided in more detail by, or are made irrelevant by the terms and conditions provided in this Purchase Agreement, the terms in this Purchase Agreement shall control. For all terms and conditions not addressed by this Purchase Agreement, the Cartegraph Solutions Agreement shall control. CUSTOMER ADDRESS Weld County 1111 H Street Greeley, CO 80632 Investment Summary The addendums attached here to include Addendum A - Support Services Addendum B - Field Services LICENSEE ADDRESS Weld County 1 111 H Street Greeley, CO 80632 Page 2 of 7 Weld County, CO l 6/8/2020 Cartegraph Product Year 1 Advanced User Tools Quantity 1.00 Price USD 4,810.40 TOTAL: USD 4,810.40 Product Quantity Price Implementation Services OMS 190 USD 1,300.00 TOTAL: USD 1,300.00 ,, C1E,� The pricing listed above does not include applicable sales tax. The Cartegraph CMS pricing listed above does not include Esri ArcGIS licenses. Hosting includes 250GB of available file storage. If additional storage is required, the Organization can purchase in 1TB increments. Contract term dates 6/04/2020 - 6/03/2021 This contract is in reference to the original Purchase Agreement PA704, entered into between Cartegraph, Inc. and Weld County, CO on May 9, 2018. Cartegraph acknowledges no payment in excess of the amounts listed above in product summary table will he made by County unless a "change order" authorizing such additional payment has been specifically approved by formal resolution of the Weld County Board of County Commissioners, as required pursuant to the Weld County Code. Any other provision of this agreement notwithstanding, in no event shall Count be liable for payment for services rendered and expenses incurred by Contractor under the terms of the Agreement for any amount in excess of the sum of the bid amount set forth in above summary table, Cartegraph acknowledges that any work it performs beyond that specifically authorized by County is performed at Contrtactor's risk and without authorization under this Agreement. County shall not be liable for for the payment of taxes, lat charges or penalties of any nature other than the compensation stated herein Charges or penalties of any nature other than the compensation stated herein. Financial obligations of the County payable after the current fiscal year are contingent upon funds for that purpose being appropriated, budgeted and otherwise made available. Execution of this Agreement by the County does not create an obligation of the part of the County to expend funds not otherwise appropriated in each succeeding year. Page 3 of 7 Weld County, CO 6/8/20N Payment Terms and Conditions In consideration for the Solutions and Services provided by Cartegraph to Customer, Customer agrees to pay Cartegraph the Fees in U.S. Dollars as described below: Cartegraph I. DELIVERY Customer shall be provided with the ability to access and use the Solutions upon execution of this Purchase Agreement. If applicable, Services will be scheduled and delivered upon your acceptance of this Purchase Agreement, which will be considered as your notification to proceed. li. SERVICES SCHEDULING Customer agrees to work with Cartegraph to schedule Services in a timely manner. All undelivered Services shall expire 365 days from the signing of this Purchase Agreement. III. SOLUTIONS INVOICING The fee for solutions will be due in annual installments 15 days prior to the anniversary of the initial term as follows: 1. $4,810.40 due upon execution of the Purchase Agreement. IV. FIELD SERVICES INVOICING Invoicing for the Field Services fee shall occur upon the acceptance of this Purchase Agreement and shall be invoiced as follows: 1. Invoicing for the Field Services fee shall occur upon the execution of the Purchase Agreement. V PAYMENT TERMS All payments are due Net 30 days from start date of invoice. Page 4 of 7 Cartegraph 3Y SI N NC r3ELOW, THE PARTIES AGREE THAT ALL USEAND ACC: SS i D 1-1E ECU DUNS DESCRIBED IN THIS PURCHASE AGREEMENT SHALL BE GOVERNED BY THE CARTEGRAPH SOLUTIONS AGREEMENT WHI H CAN BE REVIEWED AT https://www.cartegragh.comisolutions- agreement/. I i` `'APTIES AGREE TO BE BOUND B'( THE TERMS AND CONDITIONS OF THE ';ARTr CRAP I SOLUTIONS AGR=EME JT AND THIS PURCHASE AGREEMENT REL _RLNCED HEREIN. ARTEGRAPH. Cartegraph Systems LLC D-2te (Signaiurei Mitch Bra rfpp f Or li a nA SVP of Sales & Marketing 7/7?zo CUSTOMER: Weld County j V' (signatu.e Mike Freeman title BQcc Chair JUL 13 2020 Page 5of7 ao/g_ //7� Weid County, CO 16/8/2.020 Cartegraph Cartegraph Systems LLC Addendum A - Support Services Cartegraph Support and Training, Services — Scope of Work The Support Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum A, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. As part of Customer's subscription fo access and use of the Cartegraph Solutions, Customer will receive: 1. Support Services a. Campus - www.campus.cartegraph.com Our User Assistance area is a convenient and easily -shareable resource designed to help you and your co- workers better understand the functions and capabilities of your Cartegraph Solutions. Instantly access user tips, step-by-step instructions, videos, and more. b. Dedicated, Unlimited, Toll -free Phone Support - 877.647.3050 and Live Chat When questions need answers and difficulties arise, count on our industry -leading Support team to provide the guidance and assistance you need. Reach us as often as you need Monday -Friday, 7:00 am -7:00 pm CT. Live Chat is available within the product or through Campus. c. Support via Case Submittal or Email If a phone call or live chat is not your best option, you can always request support via our online case submittal form available in Campus or via email. Email support is available at support@cartegraph.com. 2. Training & Education Services a. Convenient Online Resources: All the information you need, one click away. Take advantage of online training opportunities, tutorial videos, upcoming event information, and more. b. Customer Led User Groups : Meet and network with similar Cartegraph users in your region. Customer led User Groups allow you to find out what other organizations are doing to get more from their Cartegraph solutions and services. 3. Releases & Upgrades a. New Releases: Cartegraph is continuously innovating and enhancing the Cartegraph OMS collection of products. As a customer with an active subscription, you will receive each new release of the software. i. Cloud -hosted customers: Your cloud -hosted site will be upgraded by our Cartegraph System Consultants after the release is available. On -premise customers: For your on -premises installation, our Technical Consultants will work with your organization's IT staff to deliver the latest software release. Software will be made available after installation to the Cartegraph cloud -hosted customers. b. Service Packs: A Service Pack consists of lower -severity bug fixes and/or small platform updates. Page 6 of 7 Weld County, COI 6,/3/2020 Cartegraph If required, cloud -hosted sites will receive Service Packs as needed. These Service Packs are installed by the Cartegraph System Consultants. ii. On -premises customers that contacted Cartegraph Technical Support about an issue that is resolved with the Service Pack, will be provided the service pack for installation. These on -premises customers can then schedule a time to install the Service Pack with our Technical Support team c. Hot Fixes: If an issue is determined to be a defect and falls outside the standard release cycle, Cartegraph will issue a hot fix and provide application specialists with detailed levels of product knowledge to work with you in achieving a timely and effective resolution Cartegraph will provide the Support Services only to Customer, provided that Cartegraph reserves the right to contact any third party as necessary to facilitate the delivery of Support Services or other services relating to the Solutions. Said support applies only to the most current version of the product and the previous version in succession. All Support Services are dependent upon the use by Customer of the Solutions in accordance with Cartegraph's documentation and specifications. Cartegraph is under no obligation to modify the Solutions so that the modified Solutions would depart from Cartegraph's published documentation and specifications for such Solutions. Page 7 of 7 • Cartegraph Systems LLC Addendum B - Field Services (Fee for Service) Cartegraph Field Services - Scope of Work • The Field Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum B, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. Cartegraph OMS - Scope of Work This scope of work includes the following professional services: Extension Training • Cartegraph will provide remote train -the -trainer training, up to six (6) hours, on Advanced User functionality. Training topics include: o Cartegraph Administrator Application o OMS Administrator • Structure Manager • Library Manager • Layout Manager • User/Role Configurations o Cartegraph recommended best practices for expanding the system's use and/or building assets Cartegraph will provide all services remotely via audio, video, and web conferences unless otherwise noted. Exclusions The following service items are not included in the scope of this project: • Implementation of any custom modification or integration developed by Cartegraph, your internal staff, or any third -party is not included in the scope of this project unless specifically listed above. • Data conversion services from other software system(s) or sources (including Cartegraph Navigator databases) are not included in the scope of this project unless specifically listed above. • Any service items discussed during demonstrations, conference calls, or other events are not included in the scope of this project unless specifically listed above. Addendum B Customer/Cartegraph Responsibilities Project representatives from Customer and Cartegraph accepts responsibility for all aspects of project planning, management, and execution not specifically identified as the responsibility of Cartegraph in the Agreement or in the Purchase Agreement. Ongoing management of the day-to-day allocation of Customer and Cartegraph resources and management of project tasks is the responsibility of the Customer and Cartegraph project representatives. Customer and Cartegraph project representatives will provide overall guidance and direction for the project and will direct the project accordingly. Further, and with regard to the Cartegraph obligations listed in this Purchase Agreement, Customer understands that it is vital to the success of the project that Customer provides assistance in the following matters: 1. For those services listed under Field Services, Cartegraph personnel will conduct information gathering and evaluation sessions with various Customer Users and management. While Cartegraph respects the time and workload of Customer staff, dedicated time on the part of the appropriate Customer resources is necessary to complete these exercises. 2. The installation process requires the assistance of Customer personnel and suitable access to hardware and systems (e.g., security clearance). Customer is required to supervise the installation process while systems are accessible to Cartegraph. All hardware and software, for both personal computers and servers, is expected to be available, installed, and operating as specified in Cartegraph's system requirements documentation such that delivery and execution of Cartegraph Field Services will not be impeded. 3. Customer and Cartegraph understand that the successful performance of Field Services depends upon Customer fulfilling its responsibilities. The Project assumes that Customer will provide all personnel required to achieve a successful implementation, including a dedicated project manager responsible for reviewing the implementation scope of work, ensuring all attended meetings are attended by invited staff, and providing leadership and insight on all relevant internal issues such as policy/procedure, organizational structure, project stakeholders, technical architecture, data, and current systems. Customer responsibility also includes internal documentation, internal change management, task completion, staff coordination and schedule commitment. 4. Customer will provide Internet access and IT staff support as required. For those services that are web -based, Cartegraph utilizes WebEx Meeting (or similar) technology. 5. Customer shall ensure that their workstation platform and database meet Cartegraph system requirements as specified in the Cartegraph System Requirements documentation. Solutions will be supported within new versions of these workstation platforms and databases within a reasonable period of time from their release from their manufacturer. Cartegraph will discontinue support of its Solutions within older versions of these workstation platforms and databases as their support is discontinued by their manufacturers. 6. Customer agrees to work with Cartegraph to schedule Field Services in a timely manner. All undelivered Field Services shall expire 365 days from the execution of this Purchase Agreement, unless noted differently in Services Scope listed above. Upon expiration of services, the project may be cancelled at Cartegraph's discretion. Not -to -Exceed Purchase Agreement Cartegraph will not exceed the total included in this Purchase Agreement without written approval from Customer. In the event it becomes apparent to Cartegraph that additional Service will be needed due to any changes in the scope of this Purchase Agreement, Cartegraph will notify Customer prior to exceeding the approved efforts and obtain written approval if additional Services are required. Addendum B Contract Form New Contract Request Entity Information Entity Name* Entity ID* CARTEGRAPH SYS I EMS INC @00023614 Contract Name* CARTEGRAPH ADVANCED ASSETS AGREEMENT Contract Status CTB REVIEW Contract Description* PROCURE AND IMPLEMENT ADVANCED ASSETS MODULE Contract Description 2 Contract Type* AGREEMENT Amount* $6610.40 Renewable* YES Automatic Renewal YES Grant IGA Department INFORMATION TECHNOLOGY-GIS Department Email CM- InformationTechnologyGIS@w eldgov.corn Department Head Email CM-InformationTechnologyGIS- DeptHead@weldgov.com County Attorney GENERAL COUNTY ATTORNEY EMAIL County Attorney Email CM- COUNTYATTORNEY@WELD GOV.COM Contract ID 3834 Contract Lead* MTRUSLOW New Entity? Parent Contract ID Requires Board Approval YES Contract Lead Email Department Project # mtruslow@coweld co.us Requested BOCC Agenda Date* 07/13/2020 Due Date 07/09/2020 Will a work session with BOCC be required?* NO Does Contract require Purchasing Dept. to be included? NO If this is a renewal enter previous Contract ID If this is part of a MSA enter MSA Contract ID Note: the Previous Contract Number and Master Services Agreement Number should be left blank if those contracts are not in On&ase Contract Dates Effective Date Review Date* 04/15/2021 Termination Notice Period Committed Delivery Date Renewal Date* 06/0112021 Expiration Date 05/30/2021 Contact Information Contact Info Contact Name Purchasing Purchasing Approver CONSENT Approval Process Department Head RYAN ROSE DH Approved Date 07/08/2020 Final Approval BOCC Approved BOCC Signed Date BOCC Agenda Date 07/13/2020 Originator MTRUSLOW Contact Type Contact Email Finance Approver CONSENT Contact Phone I Contact Phone 2 Purchasing Approved Date 07/08/2020 Finance Approved Date 07/08/2020 Tyler Ref # AG 071320 Legal Counsel CONSENT Legal Counsel Approved Date 07/08/2020 Submit /!7id-L10 MEMORANDUM TO: Esther Gesick, Clerk to the Board May 9, 2019 FROM: Ryan Rose, Chief Information Officer SUBJECT: Cartegraph Systems, LLC. Purchase Agreement Cartegraph Systems, LLC. provides software to our Public Works department which they utilize to manage their daily maintenance and inspection work for the roads, bridges, etc. We are implementing a new version of the software we are currently using. Additional licenses are required by the Public Works department to managing their day-to-day activities. This agreement is to purchase the additional licenses. The requested amount is $7,500.00 for the licenses and associated support. This has been reviewed by legal and was budgeted for in the 2019 Public Works budget. We ask that the BOCC approve the agreement as submitted. I CC: Ox_ ( -DO BOAR r,, IR COUNTY COMMISSIONERS PASS -AROUND REVIEW PASS -AROUND TITLE: Cartegraph Systems License Expansion DEPARTMENT: Information Technology DATE: 4/22/19 PERSON REQUESTING: Ryan Rose rief description of the problem/issue: Cartegraph Systems, 1.,1.,C provides software to Weld County for pu*lie works functions. The software is used by the Public Works department•� .� • �d to help manage their daily maintenance work for the roads, bridges, etc. We are currently implementing the new version of the software. Public Works has identified additional who people will need access to the software which will require us toincrease the r. t ' ae ses,. What options exist for the Board? (include consequences, impacts, costs, etc. of options): P ) This provider specializes in selling and supporting this. software. Options for the Board are to either approve o r v e this purchase of licenses so all personnel identified by PublicWorks can access the application, r request. Public 'Works to scale back the number ofpersonnel • . would o • using the system. This �.� ould impact their e ciency in getting the required information into the application. Recommendation: This agreement was reviewed by Legal and the cost was budgeted for fiscal 2019. We recommend the Board approve the request for $7,500.00, Sean P. Conway Mike Freeman, Pro -Tern Scott K. James Barbara Kirkmeyer, Chair Steve Moreno Approve Schedule Recommendation Work Session Qt er/Cpmnwnts: Purchase Argreer Cartegraph is pleased to present this Purchase Agreement for the implementation of world class technology solutions. This Purchase Agreement is made and entered into between Weld County (hereinafter referred to as `Customer'') and Cartegraph Systems LLC (hereinafter referrec to as "Cartegraph". In the case that any terms or conditions provided in the Cartegraph Solutions Agreement differ from, are provided in more detail by, or are made irrelevant by the terms and conditions provided in this Purchase Agreement, the terms in this Purchase Agreement shall control. For all terms and conditions not addressed by this Purchase Agreement, the Cartegraph Solutions Agreement shall control. A Customer Bill To: Weld County 11 1 1 H Street Greeley, CO 80632 Investment Summary ,M.. • Customer Ship To: Same The Addendurns attached hereto, include: Addendum A — Support Services Cartegraph's proposed fees for this project are included in the summary below Today's Date: April 22, Signature June 3, 2019 Purchase #PA1 135 2019 Expiration Date: YEAR 1 SOLUTIONS Purchase Type Cartegraph OMS Users Agreement No.: Unit Price Total Price User Pack Subscription — 50 Named Users, 6/4/19-6/3/20 I 1 1 $7,500.00 $7,500.00 I YEAR I SUB -TOTAL $7,500.00 YEAR 2 SOLUTIONS Cartegraph OMS Users User Pack Subscription — 50 Named Users, 6/4/20-6/3/21 f 1 $7,540.00 YEAR 2 SUB -TOTAL $7,500 00 TOTAL COST (2 -YEAR TERM) NOTES: The pricing listed above does not include applicable sales tax The Cartegraph OMS pricing listed above does not include Esri ArcGIS licenses Offline with Cartegraph for iPad is not included in this price #PA 1 1 35, Weld County, CO $7,500.00 $15,000.00 Payment Terms and Conditions In consideration for the Solutions and Services provided by Cartegraph to Customer, Customer agrees to pay Cartegraph the Fees in U.S. Dollars as described below: 1. Delivery: Customer shall be provided with the ability to access and use the Solutions upon execution of this Purchase Agreement. If applicable, Services will be scheduled and delivered upon your acceptance of this Purchase Agreement, which will be considered as your notification to proceed. 2. Services Scheduling: Customer agrees to work with Cartegraph to schedule Services in a timely manner. All undelivered Services shall expire 365 days from the signing of this Purchase Agreement. 3. Solutions Invoicing: The Fee for Solutions will be due in annual installments 15 days prior to the anniversary of the initial term as follows: a. $7,500.00 due upon execution of the Purchase Agreement. b. $7,500.00 due 15 days prior to 1st year anniversary of term start date. 4. Expenses: In providing the services included in this Purchase Agreement, Cartegraph shall be reimbursed for any reasonable out-of-pocket costs, including, but not limited to, travel, lodging, and meals. Out-of-pocket expenses are billed based on actual costs incurred and are due separately. 5. Payment Terms: All payments are due Net 30 days from start date of invoice. "Cartegraph acknowledges no payment in excess of the amounts listed above in Exhibit will be made by County unless a "change order" authorizing such additional payment has been specifically approved by formal resolution of the Weld County Board of County Commissioners, as required pursuant to the Weld County Code. Any other provision of this Agreement notwithstanding, in no event shall County be liable for payment for services rendered and expenses incurred by Contractor under the terms of this Agreement for any amount in excess of the sum of the bid amount set forth in above Exhibit. Cartegraph acknowledges that any work it performs beyond that specifically authorized by County is performed at Contractors risk and without authorization under this Agreement County shall not be liable for the payment of taxes, late charges or penalties of any nature other than the compensation stated herein. "Financial obligations of the County payable after the current fiscal year are contingent upon funds for that purpose being appropriated, budgeted and otherwise made available. Execution of this Agreement by the County does not create an obligation on the part of County to expend funds not otherwise appropriated in each succeeding year." NOTE: For all terms and conditions not addressed by this Purchase Agreement, the Cartegraph Solutions Agreement chap rnntrnl, Al IR IF('T Tf1 THE REVISIONS APPROVED RY THE PARTIES 4Alr1 Rf1NTA!AIFD !nl THP ADDENDUM TO CARTEGRAPH SOLUTIONS AGREEMENT DATED MARCH 28, 2018 BY SIGNING BELOW, THE PARTIES AGREE THAT ALL USE AND ACCESS TO THE SOLUTIONS DESCRIBED IN THIS PURCHASE AGREEMENT SHALL BE GOVERNED BY THE CARTEGRAPH SOLUTIONS AGREEMENT, WHICH CAN BE REVIEWED AT: ttttosIlitivexcarte9mbh.catnisolytions-aittgoutati. THE PARTIES AGREE TO BE BOUND BY THE TERMS AND CONDITIONS OF THE CARTEGRAPH SOLUTIONS AGREEMENT AND THIS PURCHASE AGREEMENT REFERENCED HEREIN. CARTEGRAPH: Cartegraph Sys rns LLC By (Signature) Mitch Bradley (Type or print name) Title SVP of Sales & Marketing Date __._.__._.✓�` COST ER: By (Signature) Barbara Kirkmeyer, Chair (Type or print name) Title Board of Weld County Commissioners Date MAY Ia2019 #PA 1135, Weld County, CO 02,0/? - //76- i i Cartegraph Systems LLC Addendum A Sur port Services Cartegraph Support and Training Services - Scope of Work The Support Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum A, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. As part of Customer's subscription to access and use of the Cartegraph Solutions, Customer will receive: 1. Support Services a. Campus — www.cartegraph.com/campus Our User Assistance area is a convenient and easily -shareable resource designed to help you and your co- workers better understand the functions and capabilities of your Cartegraph Solutions, Instantly access user tips, step--by-step guides, videos, and more. Dedicated, Unlimited, Toll -free Phone Support - 877.647.3050 When questions need answers and difficulties arise, count on our industry -leading Support team to provide the guidance and assistance you need. Reach us as often as you need Monday -Friday, 7:00 am -7:00 pm CT. c. Secure, Live Remote Support if your challenge requires a more hands-on approach, we have the remote support tools to fix it. Let one of our Support Team members directly interact with your system to find a fast, effective solution. 2. Training & Education Services a. Convenient Online Resources All the information you need, one click away Take advantage of online training opportunities, tutorial videos, upcoming event information, and more. b. Customer Led User Groups Meet and network with similar Cartegraph users in your region. Customer led User Groups allow you to find out what other organizations are doing to get more from their Cartegraph solutions and services. 3. Releases & Upgrades b. a. New Releases Be the first to know about all new Cartegraph releases, enhancements, and upgrades. a_ Your cloud -hosted site will be automatically upgraded by our System Consultants after the release is available, This way, you'll experience increased system performance while gaining timely access to the latest features and functionality. IL For your on -Premises Installation, our Technical Consultants will work with your organization's IT staff to receive the latest software release in a timely manner. This way, you'll experience increased system performance while gaining prompt access to the latest features and functionality b. Hot Fixes If an issue is determined to be a defect and falls outside the standard release cycle, Cartegraph will issue a hot fix and provide application specialists with detailed levels of product knowledge to work with you in achieving a timely and effective resolution Cartegraph will provide the Support Services only to Customer, provided that Cartegraph reserves the right to contact any third party as necessary to facilitate the delivery of Support Services or other services relating to the Solutions. Said support applies only to the most current version of the product and the previous version in succession All Support Services are dependent upon the use by Customer of the Solutions in accordance with Cartegraph's aocumentation and specifications. Cartegraph is under no obligation to modify the Solutions so that the modified Solutions would depart from Cartegraphss published documentation and specifications for such Solutions. MEMORANDUM TO: Esther Gesick, Clerk to the Board Mar 20, 2019 FROM: Ryan Rose, Chief Information Officer SUBJECT: Cartegraph Systems, LLC. Purchase Agreement Cartegraph Systems, LLC. provides software to our Public Works department which they utilize to manage their daily maintenance and inspection work for the roads, bridges, etc. We are implementing a new version of the software we are currently using. A new module is required to assist the Public Works department in managing their assets. This agreement is to purchase the additional module. The requested amount is $9,016.67 for the licenses and implementation of this additional module. This has been reviewed by legal and was budgeted for in the approved project budget. We ask that the BOCC approve the agreement as submitted. 1 2019-1175 e -e -;a4).„,„ (-r) 3-a5- /7 BOARD OF COUNTY COMMISSIONERS PASS -AROUND REVIEW PASS -AROUND TITLE: Cartegraph Systems, LLC Purchase Agreement DEPARTMENT: Information Technology DATE: 3/15/19 PERSON REQUESTING: Ryan Rose Brief description of the problem/issue: Cartegraph Systems, LLC provides software for the mpnagetiwent of Public Work assets. This software will be used by the Public Works department in conjunction with the other Cartegraph modules, to enable Public Works to manage an asset as a single asset, regardless of how it is staged. The attached request is to purchase the additional Cartegraph module to accomplish this ability to manage the asset. What options exist for the Board? (include consequences, impacts, costs, etc. of options): This provider specializes in selling and supporting this software. This module will complement the additional modules we already own from this company. Recommendation: Legal has reviewed and approved this agreement and it was budgeted in the project cost. We recommend the Board approve the request for the amount of $9,016.67. Sean P. Conway Mike Freeman, Pro-Tem Scott K. James Barbara Kirkmeyer, Chair Steve Moreno Approve Schedule Recommendation Work Session Other/comment, DocuSign Envelope ID: E517AA4B-OB3C-493C-8963-AD153554012F Purchase Aureement Cartegraph is pleased to present this Purchase Agreement for the implementation of world class technology solutions. This Purchase Agreement is made and entered into between Weld County (hereinafter referred to as "Customer" and Cartegraph Systems LLC (hereinafter referred to as "Cartegraph. In the case that any terms or conditions provided in the Cartegraph Solutions Agreement differ from, are provided in more detail by, or are made irrelevant by the terms and conditions provided in this Purchase Agreement, the terms in this Purchase Agreement shall control. For all terms and conditions not addressed by this Purchase Agreement, the Cartegraph Solutions Agreement shall control. Weld County 1111 H Street Greeley, CO 80632 Same Investment Summary The Addendums attached hereto, include: Addendum A — Support Services Addendum B — Field Services Cartegraph's proposed fees for this project are included in the summary below. Today's Date: March 5, Signature April 3, 2019 2019 Expiration Date: Purchase #PA1090 Agreement No.: I Purchase Type I Qty. I Unit Price I Total Price YEAR 1 SOLUTIONS Cartegraph OMS Extension Advanced Resources Management Subscription pro -rated thru 6/3/19 1 $916.67 $916.67 FIELD SERVICES Implementation Services Fixed Fee Service 1 $2,600.00 $2,600.00 YEAR 1 Sus -TOTAL $3,516.67 YEAR 2 SOLUTIONS Cartegraph OMS Extension Advanced Resources Management Subscription, 6/4/19 — 6/3/20 1 $5,500.00 $5,500.00 YEAR 2 SUB -TOTAL $5,500.00 YEAR 3 SOLUTIONS Cartegraph OMS Extension Advanced Resources Management Subscription, 6/4/20 - 6/3/21 1 $5,500.00 $5,500.00 YEAR 3 Sus -TOTAL $5,500.00 TOTAL COST $14,516.67 #PA1090 Weld County, CO DocuSign Envelope ID: E517AA4B-0B3C-493C-B963-AD153554012F Payment Terms and Conditions In consideration for the Solutions and Services provided by Cartegraph to Customer, Customer agrees to pay Cartegraph the Fees in U.S. Dollars as described below: 1. Delivery: Customer shall be provided with the ability to access and use the Solutions upon execution of this Purchase Agreement. If applicable, Services will be scheduled and delivered upon your acceptance of this Purchase Agreement, which will be considered as your notification to proceed. 2. Services Scheduling: Customer agrees to work with Cartegraph to schedule Services in a timely manner. All undelivered Services shall expire 365 days from the signing of this Purchase Agreement. 3. Solutions Invoicing: The Fee for Solutions will be due in annual installments 15 days prior to the anniversary of the initial term as follows: a. $916.67 due upon execution of the Purchase Agreement. b. $5,500.00 due 15 days prior to 1st year anniversary of term start date. c. $5,500.00 due 15 days prior to 2nd year anniversary of term start date. 4. Field Services Invoicing: Invoicing for the Field Services fee shall occur upon the acceptance of this Purchase Agreement and shall be invoiced as follows: a. Invoicing for the Field Services will be due upon execution of the Purchase Agreement. 5. Payment Terms: All payments are due Net 30 days from start date of invoice. "Cartegraph acknowledges no payment in excess of the amounts listed above in Exhibit will be made by County unless a "change order" authorizing such additional payment has been specificially approved by formal resolution of the Weld County Board of County Commissioners, as required pursuant to the Weld County Code. Any other provision of this Agreement notwithstanding, in no event shall County be liable for payment for services rendered and expenses incurred by Contractor under the terms of this Agreement for any amount in excess of the sum of the bid amount set forth in above Exhibit. Cartegraph acknowledges that any work it performs beyond that specifically authorized by County is performed at Contractor's risk and without authorization under this Agreement. County shall not be liable for the payment of taxes, late charges or penalties of any nature other than the compensation stated herein. "Financial obligations of the County payable after the current fiscal year are contingent upon funds for that purpose being appropriated, budgeted and otherwise made available. Execution of this Agreement by the County does not create an obligation on the part of County to expend funds not otherwise appropriated in each succeeding year." NOTE: For all terms and conditions not addressed by this Purchase Agreement, the Cartegraph Solutions Agreement shall control, SUBJECT TO THE REVISIONS APPROVED BY THE PARTIES AND CONTAINED IN THE ADDENDUM TO CARTEGRAPH SOLUTIONS AGREEMENT DATED MARCH 28, 2018 DocuSign Envelope ID: E517AA4B-0B3C-493C-B963-AD153554012F BY SIGNING BELOW, THE PARTIES AGREE THAT ALL USE AND ACCESS TO THE SOLUTIONS DESCRIBED IN THIS PURCHASE AGREEMENT SHALL BE GOVERNED BY THE CARTEGRAPH SOLUTIONS AGREEMENT, WHICH CAN BE REVIEWED AT: https://www.cartegraph.com/ solutions -agreement/. THE PARTIES AGREE TO BE BOUND BY THE TERMS AND CONDITIONS OF THE CARTEGRAPH SOLUTIONS AGREEMENT AND THIS PURCHASE AGREEMENT REFERENCED HEREIN. CAR ',k{:bpartegraph Systems LLC ByL"' '39O3A"t°2 (Signature) CUSTER: Weld County/ B p� (Signature) Mitch Bradley Barbara Kirkmeyer (Type or print name) (Type or print name) Title SVP of Sales & Marketing Title Date 3/13/2019 I 10:12 AM CDT BOCC Chair Date MAR 2 E 2019 020/9- // 75� DocuSign Envelope ID: E517AA4B-083C-493C-B963-AD153554012F Cartegraph Systems LLC Addendum A - Support Services Cartegraph Support and Training Services — Scope of Work The Support Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum A, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. As part of Customer's subscription to access to and use of the Cartegraph Solutions, Customer will receive: 1. Support Services a. Campus — www.cartegraph.com/campus Our User Assistance area is a convenient and easily -shareable resource designed to help you and your co- workers better understand the functions and capabilities of your Cartegraph Solutions. Instantly access user tips, step-by-step guides, videos, and more. Dedicated, Unlimited, Toll -free Phone Support - 877.647.3050 When questions need answers and difficulties arise, count on our industry -leading Support team to provide the guidance and assistance you need. Reach us as often as you need Monday -Friday, 7:00 am -7:00 pm CT. c. Secure, Live Remote Support If your challenge requires a more hands-on approach, we have the remote support tools to fix it. Let one of our Support Team members directly interact with your system to find a fast, effective solution. 2. Training & Education Services a. Convenient Online Resources All the information you need, one click away. Take advantage of online training opportunities, tutorial videos, upcoming event information, and more. b. Regional User Groups Meet and network with similar Cartegraph users in your region. Our smaller, more personalized User Groups allow you to find out what other organizations are doing to get more from their Cartegraph solutions and services. 3. Releases & Upgrades a. New Releases Be the first to know about all new Cartegraph releases, enhancements, and upgrades. i. Your cloud -hosted site will be automatically upgraded by our System Consultants after the release is avaiiabie. This way, you'ii experience increased system performance while gaining timely access to the latest features and functionality. ii. For your on -Premises Installation, our Technical Consultants will work with your organization's IT staff to receive the latest software release in a timely manner. This way, you'll experience increased system performance while gaining prompt access to the latest features and functionality b. Hot Fixes If an issue is determined to be a defect and falls outside the standard release cycle, Cartegraph will issue a hot fix and provide application specialists with detailed levels of product knowledge to work with you in achieving a timely and effective resolution b. Cartegraph will provide the Support Services only to Customer, provided that Cartegraph reserves the right to contact any third party as necessary to facilitate the delivery of Support Services or other services relating to the Solutions. All Support Services are dependent upon the use by Customer of the Solutions in accordance with Cartegraph's documentation and specifications. Cartegraph is under no obligation to modify the Solutions so that the modified Solutions would depart from Cartegraph's published documentation and specifications for such Solutions. DocuSign Envelope ID: E517AA4B-OB3C-493C-8963-AD153554012F Cartegraph Systems LLC Addendum B - Field Services (Fee for Service) Cartegraph Field Services — Scope of Work The Field Services listed in the Investment Summary of the Purchase Agreement are specific Cartegraph Services which will be delivered to the Customer based on the descriptions below and on the terms and conditions and subject to the limitations set forth in this Addendum B, the applicable Purchase Agreement, and the Cartegraph Solutions Agreement. Cartegraph will coordinate with the Customer on service delivery expectations and timeframes. Cartegraph — Scope of Work The scope of work includes the following professional services: Extensions • Cartegraph will provide remote train -the -trainer training, up to twelve (12) hours, on Advanced Resources functionality. Training topics include: o Material Locations o Material Transfers o Material Orders o Settings: • Vendor Price Quotes • Re -order points o Cartegraph recommended best practices for advanced resource management Cartegraph will provide all services remotely via audio, video, and web conferences unless otherwise noted. Exclusions The following service items are not included in the scope of this project • Implementation of any custom modification or integration developed by Cartegraph, your internal staff, or any third -party is not included in the scope of this project unless specifically listed above. • Data conversion services from other software system(s) or sources (including Cartegraph Navigator databases) are not included in the scope of this project unless specifically listed above. • Any service items discussed during demonstrations, conference calls, or other events are not included in the scope of this project unless specifically listed above. DocuSign Envelope ID: E517AA4B-0B3C-493O-8963-AD153554012F Customer/Cartegraph Responsibilities Project representatives from Customer and Cartegraph accepts responsibility for all aspects of project planning, management, and execution not specifically identified as the responsibility of Cartegraph in the Agreement or in the Purchase Agreement. Ongoing management of the day-to-day allocation of Customer and Cartegraph resources and management of project tasks is the responsibility of the Customer and Cartegraph project representatives. Customer and Cartegraph project representatives will provide overall guidance and direction for the project and will direct the project accordingly. Further, and with regard to the Cartegraph obligations listed in this Purchase Agreement, Customer understands that it is vital to the success of the project that Customer provides assistance in the following matters: 1. For those services listed under Field Services, Cartegraph personnel will conduct information gathering and evaluation sessions with various Customer Users and management. While Cartegraph respects the time and workload of Customer staff, dedicated time on the part of the appropriate Customer resources is necessary to complete these exercises. 2. The installation process requires the assistance of Customer personnel and suitable access to hardware and systems (e.g., security clearance). Customer is required to supervise the installation process while systems are accessible to Cartegraph. All hardware and software, for both personal computers and servers, is expected to be available, installed, and operating as specified in Cartegraph's system requirements documentation such that delivery and execution of Cartegraph Field Services will not be impeded. 3. Customer and Cartegraph understand that the successful performance of Field Services depends upon Customer fulfilling its responsibilities. The Project assumes that Customer will provide all personnel required to achieve a successful implementation. 4. Customer will provide Internet access and IT staff support as required. For those services that are web -based, Cartegraph utilizes WebEx Meeting (or similar) technology. 5. Customer shall ensure that their workstation platform and database meet Cartegraph system requirements as specified in the Cartegraph System Requirements documentation. Solutions will be supported within new versions of these workstation platforms and databases within a reasonable period of time from their release from their manufacturer. Cartegraph will discontinue support of its Solutions within older versions of these workstation platforms and databases as their support is discontinued by their manufacturers. 6. Customer agrees to work with Cartegraph to schedule Field Services in a timely manner. All undelivered Field Services shall expire 365 days from the execution of this Purchase Agreement, unless noted differently in Services Scope listed above. Upon expiration of services, the project may be cancelled at Cartegraph's discretion. Not -to -Exceed Purchase Agreement Cartegraph will not exceed the total included in this Purchase Agreement without written approval from Customer. In the event it becomes apparent to Cartegraph that additional Service will be needed due to any changes in the scope of this Purchase Agreement, Cartegraph will notify Customer prior to exceeding the approved efforts and obtain written approval if additional Services are required. Hello