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HomeMy WebLinkAbout20202458.tiff//) MEMORANDUM TO: Esther Gesick, Clerk to the Board July 29, 2020 FROM: Ryan Rose, Chief Information Officer SUBJECT: Oracle America, Inc. License Expansion Oracle America, Inc. provides software to the Weld County. The software is used by the Human Resources and Payroll departments to manage employee data and run payroll. The attached agreement between the Board Of County Commissioners and Oracle America, Inc is for the expansion of the licenses which is based on employee count provided to Oracle America, Inc. by Accounting. The requested amount for this service is $22,005.72.^ and was budgeted for in the 2020 budget cycle. We ask that the BOCC approve the agreement as submitted. 1 cc: =T Or AG o.11011 9O 2020-2458 .Drb 1>d 7 BOARD OF COUNTY COMMISSIONERS PASS -AROUND REVIEW PASS -AROUND TITLE: Oracle America, Inc. License Expansion DEPARTMENT: Information Technology DATE: July 28, 2020 PERSON REQUESTING: Ryan Rose, CIO Brief description of the problem/issue: Oracle America, Inc. provides software to Weld County. The software is used by the Human Resources and Payroll departments to manage employee data and run payroll. The attached agreement between the Board of Weld County Commissioners and Oracle America, Inc. is for the expansion of the licenses which is based on employee count provided to Oracle America, Inc. by Accounting. The requested amount for this service is $22,005.72. What options exist for the Board? (include consequences, impacts, costs, etc. of options): This provider specializes in selling and supporting this software which is utilized by Human Resources and Payroll to conduct their daily business. Recommendation: We recommend proceeding with this request. Mike Freeman, Chair Scott K. James Barbara Kirkmeyer Steve Moreno, Pro-Tem Kevin D. Ross Approve Recommendation m Schedule Work Session Other/Comments: ORACLE' ORDERING DOCUMENT Oracle America, Inc. 500 Oracle Parkway Redwood Shores, CA 94065 Name Address Weld County IT 1401 N 17th Avenue GREELEY CO 80631 Contact Phone Number Email Address Ronne Brickman 970-400-2549 Billing.IT@weldgov.com Firearms tidk o I hal Pal I►�._,.. 1.0 L12171 PeopleSoft Enterprise Benefits Administration - Employee Count 200 5,029.28 Perpetual 1.1 Software Update License & Support - First Year 1,106.44 1.2 Software Update License & Support - Second Year (11 33.34 Days) 2.0 L12468 PeopleSoft Enterprise Flexible Spending Administrati - Employee Count Perpetual 200 5,738.10 2.1 Software Update License & Support - First Year 1,262.38 2.2 Software Update License & Support - Second Year (11 38.04 Days) 3.0 L12532 PeopleSoft Enterprise Human Resources - Employee Count Perpetual 200 1,434.52 3.1 Software Update License & Support - First Year 315.59 3.2 Software Update License & Support - Second Year (11 9.51 Days) 4.0 L12671 PeopleSoft Enterprise Payroll North American - Employee Count Perpetual 200 5,738.10 4.1 Software Update License & Support - First Year 1,262.38 4.2 Software Update License & Support - Second Year (11 38.04 Days) Programs and Program -Related Service Offerings Fees 22,005.72 CPQ-1750306 - 1 Program Fees 17,940.00 Program -Related Service Offering Fees 4,065.72 Total Fees 22,005.72 Issued by Oracle America, Inc. 15-JUL-2020 Page 1 of 5 aoao-aHSir A. Agreement and Modifications to the Agreement 1. Agreement a. Agreement: Software License and Services Agreement Agreement Name: US-PSFT-SLSA-PS1653-US-20-JULY-94 This ordering document incorporates by reference the terns of the agreement specified above. Oracle America, Inc. is a successor in interest to PeopleSoft USA, Inc. and has assumed all rights and obligations of PeopleSoft USA, Inc. under the agreement. All references to "PeopleSoft USA, Inc." in the agreement specified above and this ordering document shall mean Oracle America, Inc. (hereinafter "Oracle"). The following defined and capitalized terms in the referenced agreement between you and Oracle shall have the same meaning as the stated terms in this ordering document: "Agreement" and "agreement"; "Licensee" and "you"/ "your" "Software" and "program" "Support Services" and "technical support"; "Documentation" and "program documentation"; "Third Party Software" and "third party programs"; "Schedule" and "ordering document"; and "Supportable Modules" and "supportable programs". B. General Terms 1. Summary of Fees a. For the purposes of calculating the fees for the first and second renewal years of technical support services as described in the Technical Support section of the Master Agreement, the prior year's fees for the first renewal year is based upon twelve months of technical support and is equal to US Dollars 3,946.8. b. Listed above is a summary of net fees due under this order. All fees an this order are in US Dollars. c. You have ordered Hardware and/or Programs and 376 days (Start date:21-AUG-2020 End date:31-AUG-2021) of technical support services. 2. Commencement Date a. The "Commencement Date" refers to the date of shipment of tangible media or the effective date of this order if shipment of tangible media is not required. 3. Territory a. The Program licenses included on this order are for use in the United States. 4. Delivery and Installation a. You are responsible for installation of the Programs unless the Programs have been pre -installed by Oracle on the Hardware You are purchasing under the order or unless You purchase installation services from Oracle for those Programs. b. Notwithstanding anything to the contrary in the Master Agreement, Orade has no delivery obligation under this order. You acknowledge that Oracle has delivered to Your location, 1 copy of the software media and 1 set of Program Documentation (in the form generally available) for each Program listed in the Program and Program -Related Service Offerings section above. c. Oracle has made available to you for electronic download at the electronic delivery web site located at the following Internet URL: http://edelivery.orade.com! the programs listed above. Through the Internet URL, you may access and electronically download to the location indicated in this order the current production release (i.e., as of the effective date of this order) of the software and related program documentation for each program listed above. Please be advised that not all programs are available on all hardware/operating system combinations. For current program availability, please check the electronic delivery web site specified above. You acknowledge that Oracle is under no further delivery obligation under this order, electronic download or otherwise. Provided that you have continuously maintained technical support for the programs for the licensed quantities listed above, Oracle will make available to you for electronic download the updates provided under technical support to the programs listed above. Should you require a replacement copy of the software or program documentation, such replacement copy shall also be delivered electronically. You shall not be entitled to any replacement copy in the form of tangible media for the software or the program documentation. You acknowledge and agree that (a) as of the effective date of this order, you have not received any tangible media for the programs listed above, (b) any rights to receive tangible media granted under the agreement shall not be applicable to or provided for the programs listed above or for any updates to these programs, (c) you have requested to receive via electronic delivery all updates for the programs listed above that are provided by Oracle under Oracle's technical support services, and (d) you are solely responsible for ensuring that you do not order tangible media from Oracle for the programs which you receive via electronic delivery or for any updates to these programs. In the event that you order updates for delivery via tangible media shipment (e.g., shipment of CD Pack(s)), sales taxes and interest may be due, and you agree to reimburse Oracle far any applicable sales taxes and interest (the interest rate used will be the applicable state's rate on sales tax underpayments) related to acquisition of such updates (as specified in the agreement). S. Effective Date a. The effective date of this order is 21-AUG-2020. 6. Pricing Invoicing and Payment Obligation CPQ-1750306 -1 Issued by Oracle America, Inc. 15-JUL-2020 Page 2 of 5 a. Provided that you comply with the delivery terms in the Delivery and Installation Section of this order, in those jurisdictions that exempt from sales or use taxes electronically downloaded software, Oracle will not invoice you for those taxes based on the net license fees and net technical support fees for the programs listed above delivered via electronic download and for all updates to these programs delivered via electronic download. b. Program -related Service Offering fees are invoiced in arrears of the Program -related Service Offering performance; specifically, technical support fees are invoiced Quarterly in arrears. The period of performance for all Program -related Service Offerings is effective upon the Commencement Date. 7. Fees a. Once placed, Your order shall be non -cancelable and the sums paid nonrefundable, except as provided in the Master Agreement. 8. Order of Precedence a. In the event of inconsistencies between the terms contained in this order and the Master Agreement, this order shall take precedence. This order will control over the terms contained in any purchase order. 9. Offer Validity a. This order is valid through 21 -Aug -2020, and shall become binding upon execution by You and acceptance by Oracle. 10. Segmentation The purchase of any products (i.e., hardware (including integrated software and operating system) and programs) and related Service Offerings or other Service Offerings are all separate offers and separate from any other order for any products and related Service Offerings or other Service Offerings You may receive or have received from Oracle. You understand that You may purchase any products and related Service Offerings or other Service Offerings independently of any other products or Service Offerings. Your obligation to pay for (a) any products and related Service Offerings is not contingent on performance of any other Service Offerings or delivery of any other products or (b) other Service Offerings is not contingent on delivery of any products or performance of any additional/other Service Offerings. You acknowledge that You have entered into the purchase without reliance on any financing or leasing arrangement with Oracle or its affiliate. 11. Trial Programs You may order trial Programs, or Oracle may include additional Programs with Your order which You may use for trial, non -production purposes only. You may not use the trial Programs to provide or attend third party training on the content and/or functionality of the Programs. You have 30 days from the Commencement Date to evaluate these Programs. To use any of these Programs after the 30 day trial period, You must obtain a license for such Programs from Oracle or an authorized reseller. If You decide not to obtain a license for any Program after the 30 day trial period, You will cease using and promptly delete any such Programs from Your computer systems. Programs licensed for trial purposes are provided "as is" and Oracle does not provide technical support or offer any warranties for these Programs. 12. Source Code Oracle may deliver source code as part of its standard delivery for particular Programs, Operating System or Integrated Software; all source code delivered by Oracle is subject to the terms of the Agreement, the applicable order and the applicable Program Documentation. 13. Technical Support Policies Technical support consists of Oracle's annual technical support services You may have ordered from Oracle or an authorized reseller for the Programs. If ordered, annual technical support (including first year and all subsequent years) is provided under Oracle's technical support policies in effect at the time the technical support services are provided. You agree to cooperate with Oracle and provide the access, resources, materials, personnel, information and consents that Oracle may require in order to perform the technical support services. The technical support policies are incorporated in this order and are subject to change at Oracle's discretion; however, Oracle policy changes will not result in a material reduction in the level of technical support services provided for supported Programs during the period for which fees for technical support have been paid. You should review the policies prior to entering into the order for the applicable technical support services. You may access the current version of the technical support policies at http://oracle.com/contracts. Software Update License & Support (or any successor technical support offering to Software Update License & Support, "SULS") acquired with Your order may be renewed annually and, if You renew SULS for the same number of licenses far the same Programs, for the first and second renewal years the fee for SJJLS will not increase by more than 4% over the prior year's fees. If You decide to purchase technical support for any Program license within a license set, You are required to purchase technical support at the same level for all licenses within that license set. You may desupport a subset of licenses in a license set only if You agree to terminate that subset of licenses. The technical support fees for the remaining licenses will be priced in accordance with the technical support policies in effect at the time of termination. Oracle's license set definition is available in the current technical support policies. If You decide not to purchase technical support, You may not update any unsupported Program licenses with new versions of the Program. C. Other 1. Order Placed Pursuant to Expansion (ILF) The Program licenses listed in the Program and Program -Related Service Offerings section with the license types Employee Count Perpetual are ordered and subject to the applicable fees and terms of the order between You and Oracle dated 20-JUL-1994. As of the effective date of this order, Your actual Employee Count Perpetual is greater than or equal to 1,700. The Summary Exhibit lists the Program licenses acquired prior to the effective date, the Program licenses acquired under this order and the total number of Program licenses acquired to date. Summary Exhibit CPQ-1750306 - 1 Issued by Oracle America, Inc. 15-JUL-2020 Page 3 of 5 Program Description License Type Number of Program Licenses Acquired Prior to Effective Date Number of Program Licenses Acquired under the Programs and Program -Related Service Offerings section Total Number of Program Licenses Acquired as of the Effective Date (Under This Ordering Document) PeopleSoft Enterprise Human Resources PeopleSoft Enterprise Benefits Administration PeopleSoft Enterprise Flexible Spending Administration PeopleSoft Enterprise Payroll North American Employee Count Perpetual 1,700 200 1,900 CPQ-1750306 -1 Issued by Oracle America, Inc. 15-JUL-2020 Page 4 of 5 IN WITNESS WHEREOF, the parties have duly executed this Agreement as of the date first stated above. N ,c.ONTRACTOR 5400. Aral,: Shaum Puthigai 1S -Ju l -2020 I 4:18 PM CDT By: II'Av95?PERSON SIGNING Deal Specialist, Americas SSC, Deal Management POSITION OF PERSON SIGNING A l !'EST: dirk%) Jcid4:11 Weld County Clerk to the Board BY: YY1.I.at.tio dc_ Deputy Clerk to the Board BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO 'YYL..R3‘4.4,___ Mike Freeman, Chair AUG 10 2020 Effective Date (to be completed by Oracle) CPO -1750306 -1 Issued by Oracle America, Inc. 15-JUL-2020 Page 5 of 5 Q0QO -d`'158. cD RCLE License Verification Form Customer Name: Weld County • Customer's licensed metrics --h Employee Count Reported Amount 1, 757 Enterprise Employee2 I, 757 Document Upgrade Amendment / 15 -Sep -2000 Products IPeopleSoft Enterprise Licenses: Human Resources, Benefits Administration, FSA Administration, Payroll Partner Ordering Document / 29 -Nov -2007 PeopleSoft Enterprise Licenses: Human Resources (limited to eBenedits), Time and Labor, ePerformance, Payroll Interface (limited to ePay) 'Note: Please provide the current metric information for the above listed organization as defined in the documents referenced in the above table. Please certify this information by signing below. Authorized Customer Representative: Signature: dwo Transmitted copies of this form Printed Name: l? R e13RM COA/IV0LL)t Date: J ered documents equivalent the original documents. Title: 6040 rrzOu.cE. 1 "Employee Count" shall mean the sum of all Employees and contractors who are or would be deemed employees under applicable laws_ 2 Enterprise Employee is defined as all of your full-time, part-time, temporary employees and all of your agents, contractors and consultants. The number of Enterprise Employee and not the actual number of users determines the quantity of the licenses required. In addition, if you elect to outsource any business function(s) to another company, all of the company's full-time, part-time, temporary employees and agents, contractors and consultants that are providing the outsourcing services for you must be counted for the purposes of determining the number of Enterprise Employees. E-mail the signed letter to: Simona Ene simonLeneQeracte.com Contract Form New Contract Request Entity Information Entity Name* ORACLE AMERICA INC Contract Name* 2020 LICENSE EXPANSION Contract Status CTB REVIEW Entity ID* @00008456 ❑ New Entity? Contract ID 3952 Contract Lead* MTRUSLCVi Contract Lead Email mtruslow@coweld co us Parent Contract ID Requires Board Approval YES Department Project # Contract Description* LICENSE EXPANSION OF PEOPLESOFT BASED ON EMPLOYEE COUNT PROVIDED BY ACCOUNTING Contract Description 2 Contract Type * AGREEMENT Amount $22 005.72 Renewable* YES Automatic Renewal Grant IGA Department INFORMATION TECHNOLOGY-GIS Department Email CM - I nformati o nTech n of o gy G l S@w eldgov.corn Department Head Email CM-InformationTechnologyGIS- DeptHead@weldgov.com.. County Attorney GENERAL COUNTY ATTORNEY EMAIL County Attorney Email CM- COUNTYATT O RN EY@'V'/E LD GOV.COM Requested BOCC Agenda Date* 0810312020 Due Date 07130/2020 Will a work session with BOCC be required?* NO Does Contract require Purchasing Dept. to be included? 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 Base Contract Dates Effective Date Review Date* Renewal Date* 0410112021 0x1'0112021 Termination Notice Period Committed Delivery Date Expiration Date Contact Information Contact Info Contact Name Purchasing Purchasing Approver CONSENT Approval Process Department Head RYAN ROSE DH Approved Date 08104/2020 Final Approval BOCC Approved BOCC Signed Date BOCC Agenda Date 08/10/2020 Originator MTRUSLOW Contact Type Contact Email Finance Approver CONSENT Contact Phone 1 Purchasing Approved Date 08/0412020 Finance Approved Date 08+04/2020 Tyler Ref # AG 081020 Legal Counsel CONSENT Contact Phone 2 Legal Counsel Approved Date 08/04i2020 Submit Hello