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Home My WebLink About20152938.tiff RESOLUTION RE: APPROVE SERVICES AGREEMENT FOR MASTER APPLICATION AND AUTHORIZE CHAIR TO SIGN - EINTERNET TECHNOLOGIES, LLC WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the Board has been presented with a Services Agreement for Master Application between the County of Weld, State of Colorado, by and through the Board of County Treasurer's Office, and elnternet Technologies, Commissioners of Weld County, on behalf of the LLC, commencing upon full execution of signatures, with further terms and conditions being as stated in said agreement, and WHEREAS, after review, the Board deems it advisable to approve said agreement, a copy of which is attached hereto and incorporated herein by reference. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County, Colorado, that the Services Agreement for Master Application between the County of Weld, State of Colorado, by and through the Board of County Commissioners of Weld County, on behalf of the Treasurer's Office, and elnternet Technologies, LLC, be, and hereby is, approved. BE IT FURTHER RESOLVED by the Board that the Chair be, and hereby is, authorized to sign said agreement. The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 9th day of September, A.D., 2015. BOARD OF COUNTY COMMISSIONERS dit4A) ��,,��,,// W LD COUNTY, CO ORADO ATTEST: W �e ta•t4 arbara Kirkmeyer, Chair Weld County Clerk to the Board Mi a Freeman, Pro-Tem BY: i(AcAr_ .)De uty Clerk to the Board f / t_. P. Conway APP ©VED RM: ts.t 1� al . Zete; al(--7 ,-/ '�:�:.►` ^. Cozad ounty Attorney U N ' /21-0-1.12,-,,,-- „ teve Moreno Date of signature: 7/c c /45 C C T t_9/30 2015-2938 2 Quote MBO Advertising, LLC CI N T E R N E T d/b/a elnternet Technologies TECHNOLOGIES P.O. Box 447 Mattawan, MI 49071 269.366.3059 www.einternettech.com September 8, 2015 Quote No.:099184 To: Donald D. Warden Director of Finance and Administration Finance and Administration PO Box 758 1150 O Street Greeley, CO 80632 Item Description, Unit Price Amount eScholarship eScholarship Complete Scholarship Management Package $140,000 $140,000 The Complete Scholarship Management Package includes all BASE FEATURES (indicated in black text) and ADD-ON MODULES (indicated in Orange text) under Program Admin Dashboard Features, Student Dashboard Features, Parent/Guardian Dashboard Features, Colleges/Schools Dashboard Features, and Community Partners/Donors Dashboard Features in the eScholarship System Overview Monthly Monthly fees/hosting: Base eScholarship program including $1500/mo hosting, backup/storage,statistics, secure certificate (SSL), support and maintenance. Training OPTION #1: System training at our headquarters in Kalamazoo @ $500.00 per half day OPTION#2 Online system training @ $250.00 per half day Subtotal $140,000 Total Due $140,000 Payment Terms:Customer will pay elnternet Technologies an amount equal to 50%of the total Software Fees indicated above on the Effective Date.The remaining balance will be paid upon completion of services and prior to the website(s)going"live".Any amounts not paid when due may result in the forfeiture of any discounts offered on the Effective Date. Expiration: Agreement expires if not signed by 10/3/15 elnternet Technologies Design and Development Agreement The person signing below represents and warrants that she or he has the authority to bind Customer to the terms of this Quote/Design&Development Agreement. By signing below,the parties agree to the terms and conditions of this Quote/Design&Development Agreement. Once signed,any reproduction of the document,or any attachment or exhibit hereto,made by reliable means(for example,photocopy or facsimile)is considered an original and all software,services and maintenance services ordered and provided under this Quote/Design&Development Agreement will be subject to it. elnternet Technologies: i I Customer: 4ta„....� Signature: rA ,A Signature `}� Name: 41/114 '86Llo\f() Name: Barbara Kirkmeyer Title: Pve' c(ev-k �/ Title: Chair, Weld County Commissioners Date: et!gl 2.01 S Date: SEP 0 9 2015 Return Signed Copy by mail,fax,or email to elnternet Technologies. Once signed quote is received from client,elnternet will execute signatures and return signed copy to client to keep for their records. Mail: elnternet Technologies P.O.Box 446 Mattawan,MI 49071 Fax:(269)585-5901 i Email:ann@einternettech.com I 1 O15- eInternet Technologies Master Application Services Agreement with Customer This Master Agreement("Agreement') is between elnternet Technologies LLC. ("elnternet Technologies'), a Michigan LLC, and Customer. It should be read together with each Order Form. Parts of this Agreement may not apply to a particular Customer. PART ONE—SUBSCRIPTION SERVICES. 1.Access to the Subscription Services.elntemet Technologies grants Customer a right to receive the Subscription Services. 1.1.The Software is located on servers that are controlled by elntemet Technologies.Customer may access the Software,but has no right to receive a copy of the object code or source code to the Software. 1.2.Customer must have a high speed Internet connection,and hardware and software that is compatible with the Subscription Services,as set out in the Documentation.None of these things are elntemet Technologies' responsibility. 1.3.elntemet Technologies regularly upgrades and updates the Subscription Services.This means that the Subscription Services are continually evolving. Some of these changes will occur automatically,while others may require Customer to schedule and implement the changes. 1.4.elntemet Technologies recognizes that Customer may have legitimate business reasons for not upgrading to a new version of the Subscription Services as soon as the version becomes available.However,elnternet Technologies will not support old versions indefinitely. When an old version used by Customer is at end-of-life, elntemet Technologies may remove Customer's access to that version and upgrade Customer to a new version. 1.5.elntemet Technologies solely owns the intellectual property in the Software(except for third party components)and the Documentation. 2.Conditions of Use.The Subscription Services provided to Customer are non-exclusive,non-transferable(except as provided in Section 17.4),and are for Customer's intemal business use only.Customer's right to use the Subscription Services is conditional upon the following. Customer may not: 2.1.transfer to any other person any of its rights to use the Subscription Services; 2.2.sell,rent or lease the Subscription Services; 2.3.make the Subscription Services available to anyone who is not an"Authorized User".An Authorized User is an employee of Customer,or of a person to whom Customer has outsourced services,who is authorized to access the Software as either a named or concurrent user; 2.4.create any derivative works based upon the Subscription Services or Documentation; 2.5.copy any feature,design or graphic in,or reverse engineer the Software; 2.6.access the Subscription Services(i)in order to build a competitive solution or to assist someone else to build a competitive solution;or(ii)if Customer is an employee of a elntemet Technologies competitor; 2.7.use the Subscription Services in a way that violates any criminal or civil law; 2.8. load test the Subscription Services in order to test scalability;or, 2.9.exceed the usage limits listed in the Order Form. 3.Customer Data. 3.1.Customer must provide all data for use in the Subscription Services,and elntemet Technologies is not obliged to modify or add to the Customer Data.Customer is solely responsible for the content and accuracy of the Customer Data. 3.2.The Customer Data belongs to Customer,and elntemet Technologies makes no claim to any right of ownership in it. 3.3.eInternet Technologies must keep the Customer Data confidential in accordance with Section 13 of this Agreement. 3.4.elntemet Technologies must use the Customer Data strictly as necessary to carry out its obligations under this Agreement,and for no other purpose. However,elntemet Technologies: 3.4.1.may observe and report back to Customer on Customer's usage of the Subscription Services,and make recommendations for improved usage of the Subscription Services; 3.4.2.may identify trends and publish reports on its findings provided the reports include data aggregated from more than one customer site and do not identify Customer,and, I I Master Application Services!Agreement—Weld County eScholarship 3.4.3.must ensure that the data center containing the Customer Data meets the following physical and electronic security requirements: (i)single point of entry;(ii)access only to persons on elntemet Technologies approved access list;(iii) log-in validation;(iv)creation of accounts only as verified by elntemet Technologies or sub- contracted hosting provider;(v)access to servers via encrypted means;and,(vi)servers running behind secure firewall. 3.5.elntemet Technologies must comply with the principles of the EU Data Protection Directive 95/46-and the Telecoms Data Protection Directive as amended("the Directives")and any successor legislation, in relation to any"personal data"2 received by or originating from Customer and Customer clients,to the extent that the Directives apply to"data processors". 3.6.elntemet Technologies must take reasonable technical and organizational measures to keep personal data secure and to protect it against accidental loss or unlawful destruction,alteration,disclosure or access;and,must deal with the information only in accordance with Customer's instructions,provided they are reasonable and lawful. 3.7.elntemet Technologies must back up Customer Data once in each 24-hour period. 4.Subscription Services Warranties.elnternet Technologies warrants that:(i)the Subscription Services will function substantially as described in the Documentation;and(ii)elnternet Technologies owns or otherwise has the right to provide the Subscription Services to Customer under this Agreement.The remedies set out in this Section 4 are Customer's exclusive remedies for breach of either warranty. 4.1. If the Subscription Services do not function substantially in accordance with the Documentation,elntemet Technologies must,at its option,either(i)modify the Subscription Services to conform to the Documentation;or (ii)provide a workaround solution that will reasonably meet Customer's requirements.If neither of these options is commercially feasible,either party may terminate the relevant Order Form under this Agreement, in which case elntemet Technologies shall refund to Customer all fees pre-paid to elntemet Technologies under the relevant Order Form for unused Subscription Services. 4.2. If the normal operation,possession or use of the Subscription Services by Customer is found to infringe any third party U.S. intellectual property right or elntemet Technologies believes that this is likely,elntemet Technologies must,at its option,either(i)obtain a license from such third party for the benefit of Customer;(ii) modify the Subscription Services so that they no longer infringe; or(iii)if neither of these options is commercially feasible,terminate the relevant Order Form under this Agreement,in which case elntemet Technologies shall refund to Customer all fees pre-paid to elntemet Technologies under the relevant Order Form for unused Subscription Services. 4.3. However,elnternet Technologies has no warranty obligations for: 4.3.1.the extent that Software has been modified by Customer or any third party, unless the modification has been approved in writing by elnternet Technologies; 4.3.2.a version of the Subscription Services that has passed its end-of-life date(see Section 1.4);or, 4.3.3.problems in the Subscription Services caused by any third party software or hardware,by accidental damage or by other matters beyond elnternet Technologies reasonable control. PART TWO—PROFESSIONAL SERVICES. 5.Professional Services Warranties.elnternet Technologies warrants that(i)the Work Product will substantially conform to the Statement of Work;and(ii)the Professional Services will be performed with reasonable skill,care and diligence.The remedies set out in this Section 5 are Customer's exclusive remedies for breach of either warranty. 5.1. If the Professional Services do not conform to the Statement of Work or are not performed with reasonable skill,care and diligence,elntemet Technologies shall re-perform the Professional Services to the extent necessary to correct the defective performance. 6.Customer's Responsibilities.Customer must provide eIntemet Technologies with all information,access,and full good faith cooperation reasonably necessary to enable elntemet Technologies to deliver the Professional Services,and must do anything that is identified in the Statement of Work as Customer's responsibility. If Customer fails to do this,elntemet Technologies will be relieved of its obligations to the extent that the obligations are dependent upon Customer's performance. Master Application Services Agreement—Weld County eScholarship 7. Intellectual Property Ownership.elntemet Technologies solely owns the intellectual property in the Work Product. Upon payment in full of any amounts due for Professional Services,Customer shall have a non-exclusive, non-transferable(except as provided in Section 17.4)right to use the Work Product for Customer's internal business purposes.This right shall continue for so long as,and be subject to the same terms and conditions as the right to use the Subscription Services. PART THREE—GENERAL. S.Term of Agreement.This Agreement start on the date that Customer signs an Order Form and ends when elntemet Technologies no longer is obliged to provide Customer with Subscription Services or Professional Services under any Order Forms. 9.Payments.Customer must pay the fees listed in the relevant Order Form.3 9.1.Customer must pay a finance charge on any overdue payment of one and one-half percent(1-1/2%)for each month or portion of a month that the payment is overdue, or the highest interest rate permitted by applicable law, whichever is the lower.Interest shall compound monthly.The fees do not include any taxes,and Customer shall pay any sales,use,value added or other taxes or import duties(other than corporate income taxes payable by elntemet Technologies)due as a result of any amounts paid to eIntemet Technologies.Customer shall bear all of elntemet Technologies costs of collection of overdue fees,including reasonable attorneys' fees. 9.2.If Customer initially purchases Subscription Services for a term,and subsequently orders additional product, the purchase price for the additional product shall be pro-rated so that the added subscriptions terminate on the same day as the initial subscription. 10.Termination and Suspension. 10.1.Either party may terminate rights granted under a particular Order Form if the other breaches any material term of the Order Form(including a material term of this Agreement insofar as it applies to the Order Form)and the breach is not cured within 30 days of written notice.Customer's breach of Section 2.9 of this Agreement shall be considered a material breach. 10.2. Instead of terminating rights granted to a Customer under an Order Form,elntemet Technologies may suspend the provision of Subscription Services to Customer for a period of up to 45 days.At any time during that period,elntemet Technologies may terminate the rights granted to Customer. 10.3. Sections 2.4,2.5,3.3,7,9, 11, 12, 13, 14, 15 and 17 continue after this Agreement ends. 10.4. If elntemet Technologies terminates an Order Form under this Agreement because of non-payment by Customer,all unpaid fees for the remainder of the Subscription Term immediately fall due for payment. 10.5.Upon termination of Customer's Subscription Service,elntemet Technologies must promptly provide Customer with all Customer Data in comma separated value(CSV)format.However,elntemet Technologies may retain Customer Data in backup media for an additional period of up to 12 months,or longer if required by law. 10.6. Notwithstanding any other provision herein,this Agreement may be terminated,with or without cause,by the either party on thirty(30)days prior written notice without further liability to the either party;provided, however,that any such termination of the Agreement shall in no way affect any amounts owed hereunder by Customer which arose or exited on or before the effective date of such termination. 11.Warranty Disclaimer.EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT,THE SUBSCRIPTION SERVICES, WORK PRODUCT AND PROFESSIONAL SERVICES ARE PROVIDED WITH NO OTHER WARRANTIES OF ANY KIND,AND EINTERNET TECHNOLOGIES DISCLAIMS ALL OTHER WARRANTIES,EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANT ABILITY OR FITNESS FOR A PARTICULAR PURPOSE.EINTERNET TECHNOLOGIES DOES NOT WARRANT THAT THE USE OF THE SUBSCRIPTION SERVICES WILL BE UNINTERRUPTED OR ERROR-FREE. 12. Limitation of Liability.NEITHER PARTY SHALL BE LIABLE UNDER THIS AGREEMENT FOR ANY INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE OR CONSEQUENTIAL DAMAGES(INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF GOODWILL, WORK STOPPAGE,COMPUTER FAILURE OR MALFUNCTION,LOST OR CORRUPTED DATA, LOST PROFITS,LOST BUSINESS OR LOST OPPORTUNITY),OR ANY OTHER SIMILAR DAMAGES UNDER ANY THEORY OF LIABILITY (WHETHER IN CONTRACT,TORT, STRICT LIABILITY OR ANY OTHER THEORY),EVEN IF THE OTHER PARTY HAS BEEN INFORMED OF THIS POSSIBILITY.CUSTOMER ASSUMES ALL RESPONSIBILITY Master Application Services Agreement—Weld County eScholarship FOR THE SELECTION OF THE SUBSCRIPTION SERVICES,SOFTWARE AND DOCUMENTATION NECESSARY TO ACHIEVE CUSTOMER'S INTENDED RESULTS,AND FOR THE USE AND RESULTS OF THE SUBSCRIPTION SERVICES OR WORK PRODUCT.EACH PARTY'S TOTAL LIABILITY FOR ANY DIRECT LOSS,COST,CLAIM OR DAMAGES OF ANY KIND RELATED TO THE RELEVANT ORDER FORM SHALL NOT EXCEED THE AMOUNT OF THE FEES PAID OR PAYABLE BY CUSTOMER TO EINTERNET TECHNOLOGIES UNDER SUCH RELEVANT ORDER FORM DURING THE 24 MONTHS BEFORE THE EVENT GIVING RISE TO SUCH LOSS,COST,CLAIM OR DAMAGES.THIS LIMITATION ON LIABILITY WAS AND IS AN EXPRESS PART OF THE BARGAIN BETWEEN EINTERNET TECHNOLOGIES AND CUSTOMER AND WAS A CONTROLLING FACTOR IN THE SETTING OF THE FEES PAYABLE TO TRAUAMASOFT.HOWEVER,THERE IS NO LIMITATION ON DIRECT LOSS,CLAIM OR DAMAGES ARISING AS A RESULT OF AN INFRINGEMENT OF EINTERNET TECHNOLOGIES INTELLECTUAL PROPERTY RIGHTS,OR A BREACH OF SECTION 13 OF THIS AGREEMENT,OR IN CONNECTION WITH A PARTY'S INDEMNIFICATION OBLIGATIONS. 13.Confidentiality. 13.1.The Subscription Services, Software, Documentation and Work Product contain valuable trade secrets that are the sole property of elntemet Technologies,and Customer agrees to use reasonable care to prevent other parties from 4 learning of these trade secrets.Customer must take reasonable care to prevent unauthorized access to or duplication of the Subscription Services, Software,Documentation,and Work Product. 13.2.The Customer Data may include valuable trade secrets that are the sole property of Customer.elnternet Technologies must take reasonable care to prevent other parties from learning of these trade secrets. 13.3. Sections 13.1 and 13.2 do not apply to any information that(i) is now,or subsequently becomes,through no act or failure to act on the part of receiving party(the"Receiver"),generally known or available;(ii) is known by the Receiver at the time of receiving such information,as evidenced by the Receiver's records;(iii) is subsequently provided to the Receiver by a third party,as a matter of right and without restriction on disclosure; or(iv)is required to be disclosed by law,provided that the party to whom the information belongs is given prior written notice of any such proposed disclosure. 14.Indemnification by elnternet Technologies.elnternet Technologies must indemnify and hold harmless Customer, its affiliates,directors and employees from any damages finally awarded against Customer(including, without limitation,reasonable costs and legal fees incurred by Customer)arising out of any third party suit,claim or other legal action alleging that the use of the Subscription Services,Documentation or Work Product by Customer infringes any copyright,trade secret or United States patent,("Legal Action").elntemet Technologies must also assume the defense of the Legal Action. 14.1. However,elnternet Technologies shall have no indemnification obligations for any Legal Action arising out of: (i)a combination of the Subscription Services,Software or Work Product with software or products not supplied,or approved in writing by elnternet Technologies;(ii)any repair,adjustment,modification or alteration to the Subscription Services by Customer or any third party,unless approved in writing by elntemet Technologies;or(iii)any refusal by Customer to install and use a non-infringing version of the Subscription Services,or Work Product offered by elntemet Technologies under Section 4.2(ii). Section 4.2(ii)and this Section 14 state the entire liability of elntemet Technologies with respect to any intellectual property infringement by the Subscription Services,Software or Work Product. 14.2.Customer must give written notice to elnternet Technologies of any Legal Action no later than 30 days after first receiving notice of a Legal Action,and must give copies to elntemet Technologies of all communications,notices and/or other actions relating to the Legal Action.Customer must give elntemet Technologies the sole control of the defense of any Legal Action, must act in accordance with the reasonable instructions of elnternet Technologies and must give elnternet Technologies such assistance as elnternet Technologies reasonably requests to defend or settle such claim.elnternet Technologies must conduct its defense at all times in a manner that is not adverse to Customer's interests.Customer may employ its own counsel to assist it with respect to any such claim.Customer must bear all costs of engaging its own counsel,unless engagement of counsel is necessary because of a conflict of interest with elntemet Technologies or its counsel, or because elnternet Technologies fails to assume control of the defense.Customer must not settle or compromise any Legal Action without elnternet Technologies express written consent.elntemet Technologies shall be relieved of its indemnification obligation under Section 14 if Customer materially fails to comply with Section 14.2. Master Application Services Agreement—Weld County eScholarship 15. Publicity. 15.1.elnternet Technologies may list Customer as a customer and use Customer's logo on elnternet Technologies website,on publicly available customer lists,and in media releases. 16.Miscellaneous. 16.1.This Agreement together with the Order Form represents the entire agreement of the parties,and supersedes any prior or current understandings,whether written or oral. If there is a conflict between the Agreement and an Order Form,the Order Form will prevail. 16.2.This Agreement may not be changed or any part waived except in writing by the parties. 16.3.This Agreement will be governed by the laws of Colorado(excluding its choice of law rules).The parties consent to the exercise of exclusive jurisdiction by the state or federal courts in the State of Colorado for any claim relating to this Agreement. 16.4.Customer must not assign or otherwise transfer any of its rights or obligations under this Agreement without the prior written consent of elnternet Technologies. eInternet Technologies may not withhold such consent in the case of an assignment by Customer of its rights and obligations to an entity that has acquired all, or substantially all of Customer's assets,or to an assignment that is part of a genuine corporate restructure.Any assignment in breach of this Section is void. 16.5.Customer must not export or re-export, directly or indirectly,any Subscription Services, Documentation or confidential information to any countries outside the United States except as permitted under the U.S.Commerce Department's Export Administration Regulations. 16.6.The Subscription Services and Documentation provided to the U.S.Government are"Commercial Items", as that term is defined at 48 C.F.R.2.101,consisting of"Commercial Computer Software" and"Commercial Computer Software Documentation",within the meaning of 48 C.F.R. 12.212 or 48 C.F.R.227.7202,as applicable.Consistent with 48 C.F.R. 12.212 or 48 C.F.R.227.7202-1 through 227.7202-4,as applicable,the Commercial Computer Software and Commercial Computer Software Documentation are being licensed to U.S. Government end users(a)only as Commercial Items and(b)with only those rights as are granted to all other end users pursuant to the terms and conditions herein,as provided in FAR 12.212,and DFARS 227.7202-1(a), 227.7202-3(a),227.7202-4,as applicable. PART FOUR—DEFINITIONS. 17.Glossary. 17.1."Customer Data"means any electronic information stored in the Software database. 17.2."Documentation"means user documentation provided electronically by elnternet Technologies for use with the Subscription Services,as periodically updated. 17.3."Order Form"means a document provided by elnternet Technologies and signed by Customer that describes elntemet Technologies service offering. 17.4."Professional Services"means the training;consulting,development and other professional services identified on a Statement of Work,but does not include the Subscription Services. 17.5."Statement of Work"means a document provided by elnternet Technologies and signed by Customer that describes the Professional Services to be provided by elnternet Technologies to Customer. 17.6."Software"means the software whose functionality is described in the Order Form. 17.7."Subscription Services"means the hosted customer experience solutions identified in an Order Form,and any modifications periodically made by elnternet Technologies,but does not include the Professional Services. 17.8."Subscription Term"means the period of time during which elnternet Technologies is required to provide Customer with the Subscription Services. 17.9."Work Product"means object code,source code,flow charts,documentation,information,reports,test results, findings, ideas and any works and other materials developed by elnternet Technologies in providing the Professional Services to Customer. Master Application Services Agreement—Weld County escholarship AGREED AND ACCEPTED BY: COMPANY: Weld Co ant Gover e t EINTERN T TECHNOLO I S: By: Name:Barbara Eirlcmeyer Name: / /J Title: Chair, BOCC Date:SEP 0 9 2015 Title: r 'C Date: —` 13O1,IS Master Application Services Agreement—Weld County eScholarship ao! s-a9?e CScholarshlp System Overview v3.0 System Overview This document is a high level overview of eScholarship, outlining our Base eScholarship System (indicated in black text) as well as associated Add-On Modules (indicated in orange text). If the needs of your program are not reflected in either the Base eScholarship System or the Add-On Modules, we will work with you to identify and subsequently quote your specific program needs. Program Admin Dashboard Features A. Dashboard (Notification) 1. Activity— Overview of daily processes a. View real time new and incomplete Student Applications b. View real time student requests (Transfers/Appeals) c. View real time new or pending Invoices OPTIONAL ADD-ON: 2. Messages—View and create internal emails (notify staff of tasks requiring action and/or simply providing notifications and updates) B. Email Client (Messages) 1. Securely email with students, schools, colleges, donors or other community partners 2. Review email history C. Students 1. Bulk Student Grid a. Ability to Search, Multi-Filter, or Sort Students on a customized grid b. Export or Print Student data, based on the multi-filtered criteria and selected columns 2. Student Tabs— Easily navigate student data from one location, using Tabs a. Student Profile i. Create, Delete, or Edit student demographics and data Page 1 of 9 CScholarshlp System Overview v3.0 ii. Quick-view dashboard to view individual student eligibility, award granted, and award used b. Guardians i. Guardians based on student approval if over 18 ii. Guardians can be included on all system communication c. Contact History i. Maintain correspondence with students (Phone, Face-to-face, etc.) H. Submit Contact date Hi. Reason for Contact iv. View prior contacts with individual student OPTIONAL ADD-ON: d. Application i. Review and Approve student Applications e. Documents i. View and Upload unlimited documents per student Examples: - Transcripts - Photo - Student Essay - Scholarship Application - Award Letter - Student Aid Report OPTIONAL ADD-ON: 3. Bulk Scholarship Grid a. Manage an unlimited number of scholarships b. Filter and print or export by scholarship type c. Create, enable/disable, or delete scholarships d. Enrollments i. Maintain student enrollment history from Kindergarten to college Page 2 of 9 &Scholarship System Overview v3.0 H. Create, edit or delete existing enrollment data Hi. Automated or manually calculate award amount based on fund level and Custom Cost Fields iv. Enrollments approval process to build invoices and make payments e. Appeals i. Create and Edit Appeals H. Approve/Deny Appeal requests iii. Automated Student Status Eligibility based on Appeal update f. Transfers/Requests/Interests i. View new and existing requests OPTIONAL ADD-ON: g. Funding i. Calculate student funding based on fund level and dynamic cost fields OPTIONAL ADD-ON: h. Eligibility i. Updating students eligibility and current status based on unique eligibility criteria OPTIONAL ADD-ON: i. Programs i. Track unlimited number of Student Programs ii. Build student Program list on the fly Hi. Maintain Program contact information iv. Import Student Programs OPTIONAL ADD-ON: j. Test Scores i. Track Student Test Scores Page 3 of 9 cScholarshlp System Overview v3.0 ii. Add Tests on the fly iii. Import Student Test Scores k. Settings i. Active/Inactive Students ii. Delete student iii. Reset password OPTIONAL ADD-ON: 4. Communication a. Create letters using predefined variable codes for mass mailings b. Edit or delete letters c. Create, edit or delete letterhead d. Filter by user type, student status, school and/or grad year e. Send Emails, print letters, letter labels and envelopes f. Communication history maintained on Admin and Student Portals 5. Funding a. Calculate tuition based on fund level b. Build dynamic cost fields 6. Eligibility a. Build dynamic eligibility criteria that automates students eligibility and current status based on unique requirements of your promise program 7. Bulk Enrollment Grid a. Ability to Search, Multi-Filter, or Sort Students enrollment data on a customized grid b. View/filter by student enrollment in bulk and print or export enrollment data fo'r reporting purposes OPTIONAL ADD-ON: 8. Invoicing a. Ability to export or print enrollment data per invoice b. Invoice approval process Page 4 of 9 eScholarship System Overview v3.0 OPTIONAL ADD-ON: 9. Bulk Scholarship Grid a. Manage an unlimited number of scholarships b. Filter and print or export by scholarship type c. Create, enable/disable, or delete scholarships 10.Users a. Filter by user type b. Create, edit, and delete users c. Admin ability to view any user's login portal d. Permission based roles for approval processes 11. Import/Upload a. Import all student data b. Export prepopulated template to share with schools or internal use for easy updating i. Prepopulated Progress Reports template ii. Prepopulated Financial Aid template c. Create custom student data template - student demographics, school district, eligibility, GPA, Attendance, Major, Algebra II grade, Post Secondary, Post Graduation, etc. 12. Reporting * Users can custom report on any and all data captured in eScholarship by exporting into an excel spreadsheet and manipulating data to meet specific reporting needs For example: 1. HS Senior Report 2. Good standing 3. Inactive 4. Application Approved 5. Approved/Denied Transfer Requests 6. Approved/Denied Appeals * Customized reports can also be built in eScholarship. elnternet would work with client to identify specific reporting needs Page 5 of 9 &Scholarship • System Overview v3.0 Types of Custom Reports (examples): 1. Financial needs comparison report 2. Detailed payment reports 3. Incomplete application report Student Dashboard Features A. Profile 1. Update demographics and account information 2. View current status, eligibility, enrollment and award information B. Application 1. Student has ability to submit scholarship application 2. Student has the ability to edit existing application C. Student Documents 1. View and Upload - Ability to upload and view multiple student documents Examples: - Transcripts - Photo - Student Essay - Scholarship Application - Award Letter - Student Aid Report - More • D. Requests 1. Students maintain their own School Interest list 2. Transfer Requests - Submit or view existing Transfer requests and status 3. Appeal Request - Submit or view existing Appeal requests and status OPTIONAL ADD-ON: E. Email Client (Messages) Page 6 of 9 eScholarshlp System Overview v3.0 1. Securely email with students, schools, colleges, donors or other community partners 2. Review email history Parent/Guardian Dashboard Features A. Profile 1. Update demographics and account information 2. View current status, eligibility, enrollment and award information B. Requests 1. Transfer Requests - submit or view existing transfer requests and status 2. Appeal Request - submit or view existing appeal requests and status C. Student Documents 1. View and Upload - Ability to upload and view student documents OPTIONAL ADD-ON: F. Email Client (Messages) 1. Securely email with students, schools, colleges, donors or other community partners 2. Review email history Colleges/Schools Dashboard Features A. Enrollments 1. Securely share student enrollments and eligibility status 2. Schools only see students enrolled at their college B. Invoices 1. Securely share student award and payment data C. Student Documents 1. Schools can view Student Documents Page 7 of 9 (2Scholarshlp System Overview v3.0 Examples: - Transcripts - Photo - Student Essay - Scholarship Application - Award Letter - Student Aid Report - More D. Reports 1. Filter by semester Examples: - Invoices - Enrollments • - Transfers - School Interest List - Export List of Students, along with eligibility, award amount and payment status OPTIONAL ADD-ON: G. Email Client (Messages) 1. Securely email with students, schools, colleges, donors or other community partners 2. Review email history Community Partners/Donor Dashboard Features A. Student Documents a. View Multiple Student Documents Examples: - Transcripts - Photo - Student Essay Page 8 of 9 �Scholarshlp System Overview v3.0 • -Scholarship Application -Award Letter -Student Aid Report -More B. Email Client(Messages) a. Securely email with students,schools,colleges,donors or other community partners b. Review email history Page 9 of 9 Hello