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HomeMy WebLinkAboutContract 53499 CITY SECRUARY C[cmS BENEVATIF INC.(dba NEIGHBORLY SOFTWARE)SAAS SERVICES ORDER FORM Customer: City of Fort Worth,Texas Contact:Amy Connolly Address: City Hall 908 Monroe Street Fort Worth,TX 76102 Phone: 817-392-7556 Services: Company will use commercially reasonable efforts to provide Customer the services described in the Services Statement of Work("SOW")attached as Exhibit A hereto (the"Services"). Services Fees: $37,800.00 per year, payable annually in Initial Service Term: One year from Effective Date advance,subject to the terms of Section 4 and Per User Pricing attached as Exhibit D hereto. Implementation Services: Company will use commercially reasonable efforts to provide Customer the services described in the Implementation Services Statement of Work attached as Exhibit C hereto("Implementation Services"),and Customer shall pay Company the Implementation Fee at Effective Date. Implementation Fee(one-time): $8,800.00 SAAS SERVICES AGREEMENT This SaaS Services Agreement("Agreement")is entered into on this 0 day of 2020(the"Effective Date")between Benevate Inc with a place of business at 3423 Piedmont Rd.NE, Suite 216,Atlanta, GA 30305 ("Company"),and the Customer listed above("Customer"). This Agreement includes and incorporates the above Order Form,as welt as the attached Terms and Conditions and contains,among other things,warranty disclaimers,liability limitations and use limitations. There shall be no force or effect to any different terms of any related purchase order or similar form even if signed by the parties after the date hereof, BENEVATE Inc.: CITY OF FORTAWORTH,TEXAS By; K. By: Name: J.Jason Rusnak Name:_ "I Title:President,Benevate Inc Title: r`"t Ae,-Yn., C/7"y N�f[ , OFFICIAL RECORD Cily SECRETe RY 1 Benevate Inc. (dba[Neighborly Software)SAAS Services Order Form TERMS AND CONDITIONS 1. SAAS SERVICES AND SUPPORT 3.2 Customer shall own all right,title and interest in and to 1.1 Company will use commercially reasonable efforts to the Customer Data,as well as any data that is based on or derived provide Customer the services described in the Statement of Work from the Customer Data and provided to Customer as part of the ("SOW")attached as Exhibit A hereto. Services. 1.2 Subject to the terms of this Agreement,Company will use 3.3 Company shall own and retain all right,title and interest commercially reasonable efforts to provide Customer the Services in and to (a) the Services and Software, all improvements, as described in accordance with the Service Level Terms attached enhancements or modifications thereto, (b) any software, applications, inventions or other technology developed in hereto as Exhibit B. connection with Implementation Services or support, and (c) all intellectual property rights related to any of the foregoing. 2. RESTRICTIONS AND RESPONSIBILITIES 3.4 Notwithstanding anything to the contrary,Company shall 2.1 Customer will not, directly or indirectly: reverse have the right to collect and analyze data and other information engineer,decompile,disassemble or otherwise attempt to discover relating to the provision, use and performance of various aspects the source code,object code or underlying structure,ideas,know- of the Services and related systems and technologies (including, how or algorithms relevant to the Services or any software, without limitation, information concerning Customer Data and documentation or data related to the Services ("Software"); data derived therefrom), and Company will be free (during and modify,translate,or create derivative works based on the Services after the term hereof) to (i) use such information and data to or any Software (except to the extent expressly permitted by improve and enhance the Services and (ii) disclose such data Company or authorized within the Services); use the Services or solely in aggregate or other de-identified form in connection with any Software for timesharing or service bureau purposes its business. 2.2 Customer represents, covenants, and warrants that Customer will use the Services in compliance with all applicable 4. PAYMENT OF FEES laws and regulations. Customer hereby agrees to indemnify and hold harmless Company against any damages, losses, liabilities, 4.1 Customer will pay Company the then applicable fees settlements and expenses (including without limitation costs and described in the Order Form for the Services and Implementation attorneys' fees) in connection with any claim or action that arises Services in accordance with the terms therein (the "Fees"). from an alleged violation of the foregoing. Company reserves the right to change the Fees or applicable 2.3 Customer shall be responsible for obtaining and charges and to institute new charges and Fees at the end of the maintaining any equipment and ancillary services needed to Initial Service Term or then-current renewal term,upon thirty(30) connect to, access or otherwise use the Services, including, days prior notice to Customer(which may be sent by email).Per without limitation modems hardware, servers, software, User Pricing,set forth on Exhibit D,shall increase by no more than operating systems, networking, web servers and the like three percent(3%)(the"Renewal Price Cap"),applied to the then- (collectively,"Equipment"). effective Per User Pricing set forth on Exhibit D at the time of renewal.The aforementioned Renewal Price Cap shall be forfeited if the Services are not renewed prior to the termination date of the 3. CON)F'IDENTIALITY;PROPRIETARY RIGHTS initial Service Term or then current renewal term; in which case, 3.1 Each party (the"Receiving Party")understands that the the fees for any subsequent renewal shall be calculated according other party(the"Disclosing Party")has disclosed or may disclose to Company's then-current pricing. business, technical or financial information relating to the Disclosing Party's business(hereinafter referred to as"Proprietary 4.2 Company may choose to bill through an invoice,in which Information"of the Disclosing Party). Proprietary Information of case, full payment for invoices must be received by Company Company includes non-public information regarding features, thirty(30)days after the mailing date of the invoice. The fees do functionality and performance of the Service. Proprietary not include any taxes, including,without limitation, sales, use or Information of Customer includes non-public data provided by excise tax.If Customer is a tax-exempt entity,you agree to provide Customer to Company to enable the provision of the Services Company with a tax exempt certificate.Otherwise, Company will ("Customer Data"). The Receiving Party agrees: (i)to take pay all applicable taxes to the proper authorities and Customer will reasonable precautions to protect such Proprietary Information, reimburse Company for such taxes.If Customer has a valid direct- and (ii)not to use or divulge to any third person any such pay permit, you agree to provide us with a copy. For clarity, Proprietary Information. Company is responsible for paying Company's income taxes,both federal and state, as applicable, arising from Company's performance of this Agreement. 2 Benevate Inc. (dba Neighborly Software) SAAS Services Order Farm 4.3 The parties acknowledge that appropriation of funds is a RESULTS THAT MAY BE OBTAINED FROM USE OF THE governmental function which the Customer cannot contractually SERVICES. EXCEPT AS EXPRESSLY SET FORTH IN THIS commit itself in advance to perform and this Agreement does not SECTION, THE SERVICES AND IMPLEMENTATION constitute such commitment. The Customer's obligation to pay SERVICES ARE PROVIDED "AS IS" AND COMPANY under this Agreement is contingent upon Customer's annual DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, appropriation of funds for such purpose,and the non-appropriation INCLUDING, BUT NOT LIMITED TO, IMPLIED of funding for such purpose in any fiscal year shall immediately WARRANTIES OF MERCHANTABILITY AND FITNESS relieve both parties of their respective obligations hereunder,as of FOR A PARTICULAR PURPOSE. the last day for which funds have been appropriated. The Customer shall endeavor, upon determining that sufficient funds 7. INDEMNITY will not be budgeted and appropriated in any fiscal year under this If permitted by law Company shall hold Customer Agreement, to provide prompt written notice within 30 days of such event. harmless from liability to third parties resulting from infringement by the Service of any United States patent or any copyright or misappropriation of any trade secret, provided Company is 5. TERM AND TERMINATION promptly notified of any and all threats, claims and proceedings 5.1 Subject to earlier termination as provided below, this related thereto and given reasonable assistance and the opportunity Agreement is for the Initial Service Term as specified in the Order to assume sole control over defense and settlement;Company will Form, and shall be automatically renewed for additional periods not be responsible for any settlement it does not approve in of the same duration as the Initial Service Term(collectively,the writing. "Tenn"), unless either party requests termination at least thirty 8 LIMITATION OF LIABILITY (30)days prior to the end of the then-current term. 5.2 In addition to any other remedies it may have,either party NOTWITHSTANDING ANYTHING TO THE CONTRARY,EXCEPT FOR BODILY INJURY OF A PERSON may also terminate this Agreement upon thirty (30) days' notice (or without notice in the case of nonpayment), if the other party OR PROPERTY DAMAGE,COMPANY AND ITS SUPPLIERS materially breaches any of the terms or conditions of this (INCLUDING BUT NOT LIMITED TO ALL EQUIPMENT AND TECHNOLOGY SUPPLIERS), OFFICERS, Agreement. Customer will pay in full for the Services up to and including the last day on which the Services are provided. AFFILIATES, REPRESENTATIVES, CONTRACTORS AND EMPLOYEES SHALL NOT BE RESPONSIBLE OR LIABLE 5.3 Upon the termination of this Agreement Company shall, WITH RESPECT TO ANY SUBJECT MATTER OF THIS within five (5) business day following the termination of this AGREEMENT OR TERMS AND CONDITIONS RELATED Agreement, provide Customer, without charge and without any THERETO UNDER ANY CONTRACT, NEGLIGENCE, conditions or contingencies whatsoever(including but not limited STRICT LIABILITY OR OTHER THEORY: (A)FOR ERROR to the payment of any fees due to Service Provider), with a final OR INTERRUPTION OF USE OR FOR LOSS OR extract of the Customer Data in electronic format. Further, INACCURACY OR CORRUPTION OF DATA OR COST OF Company shall certify to Customer the destruction of any PROCUREMENT OF SUBSTITUTE GOODS, SERVICES OR Customer Data within the possession or control of Company,but TECHNOLOGY OR LOSS OF BUSINESS; (B)FOR ANY such destruction shall occur only after the Customer Data has been INDIRECT, EXEMPLARY, INCIDENTAL, SPECIAL OR returned to Customer. This Section shall survive the termination CONSEQUENTIAL DAMAGES; (C)FOR ANY MATTER of this Agreement. BEYOND COMPANY'S REASONABLE CONTROL; OR(D) 6. WARRANTY AND DISCLAIMER FOR ANY AMOUNTS THAT,TOGE'I'IIER WITH AMOUNTS ASSOCIATED WITH ALL OTHER CLAIMS, EXCEED THE Company shall use reasonable efforts consistent with SERVICES UNDER THIS AGREEMENT IN THE 12 MONTHS prevailing industry standards to maintain the Services in a manner PRIOR TO THE ACT THAT GAVE RISE TO THE LIABILITY, which minimizes errors and interruptions in the Services and shall IN EACH CASE,WHETHER OR NOT COMPANY HAS BEEN perform the Implementation Services in a professional and ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. workmanlike manner. Services may be temporarily unavailable for scheduled maintenance or for unscheduled emergency 9. INSURANCE maintenance, either by Company or by third-party providers, or 9.1 During the course of performing services under this because of other causes beyond Company's reasonable control, Agreement, Company agrees to maintain the following levels of but Company shall use reasonable efforts to provide advance insurance: (a) Commercial General Liability of at least notice in writing or by e-mail of any scheduled service disruption. HOWEVER, COMPANY DOES NOT WARRANT THAT THE $5,000,000; (b) Professional Liability (ast $ of at least SERVICES WILL BE UNINTERRUPTED OR ERROR FREE; Commercial (u Cnsur Liability of at least $ned vehicles (d) NOR DOES IT MAKE ANY WARRANTY AS TO THE Commercial Auto Insurance for Hire and Non-owned vehicles of 3 Benevate Inc. (dba Neighborly Software)SAAS Services Order Form at least $1,000,000; and (e) Workers Compensation complying with applicable statutory requirements. Company will add Customer as an additional insured, primary and noncontributory, to our Commercial General Liability policy. Company will provide Customer with copies of certificates of insurance upon Customer's written request. 10. MISCELLANEOUS 10.1 if any provision of this Agreement is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that this Agreement will otherwise remain in full force and effect and enforceable. 10.2 This Agreement is not assignable, transferable or sublicensable by Customer except with Company's prior written consent. Company may transfer and assign any of its rights and obligations under this Agreement without consent. 10.3 This Agreement is the complete and exclusive statement of the mutual understanding of the parties and supersedes and cancels all previous written and oral agreements,communications and other understandings relating to the subject matter of this Agreement, and that all waivers and modifications must be in a writing signed by both parties, except as otherwise provided herein. 10.4 No agency,partnership,joint venture, or employment is created as a result of this Agreement and Customer does not have any authority of any kind to bind Company in any respect whatsoever. 10.5 All notices under this Agreement will be in writing and will be deemed to have been duly given when received, if personally delivered; when receipt is electronically confirmed, if transmitted by facsimile or e-mail; the day after it is sent, if sent for next day delivery by recognized overnight delivery service; and upon receipt, if sent by certified or registered mail, return receipt requested. 10.6 Company may use Customer's name and logo in a list of customers section on its website. 10.7 This Agreement shall be governed and construed in all respects in accordance with the laws of the State of Texas. 4 EXHIBIT A Services Statement of Work 1. SaaS Services Description.Company will provide Customer with hosted software for the enrollment,qualification, administration and reporting of the following activities: a. Priority Repair b. LeadSafe c. Weatherization(Owner-Occupied) d. Weatherization(Rental) e. Healthy Homes 4 Heroes Company will make available to Customer all updates,and any documentation for such updates,to the Services.Company will ensure that(i)new features or enhancements to existing features are synchronized with the previous version,and(ii)updates will not degrade the performance,functionality,or operation of the Services. 2. Training Services. Company will conduct one(1)eight(8)hour training session,which may be recorded by Customer.The purpose of the training sessions is to familiarize administrator personnel with the workflow and functionality of hosted software. 1 Technical Support.Company will provide Technical Support to Customer via electronic mail on weekdays during the hours of 9:00 am through 7:00 pm Eastern time,with the exclusion of Federal Holidays("Support Hours"). Customer may initiate a helpdesk ticket during Support Hours by emailing supportgneii4hborlysoftware.com. Company will use commercially reasonable efforts to respond to all Helpdesk tickets within one(1)business day. 4. Data Storage. Company agrees that any and all Customer data will be stored,processed,and maintained solely in data centers located in the United States. 5. Backup and Recovery of Customer Data. As a part of the Services,Company is responsible for maintaining a backup of Customer Data and for an orderly and timely recovery of such data in the event that the Services may be interrupted.Company shall maintain a contemporaneous backup of Customer Data that can be recovered within four(4)hours at any point in time. 6. Loss of Data. in the event of any act,error or omission,negligence,misconduct,or breach that compromises or is suspected to compromise the security,confidentiality,or integrity of Customer Data or the physical,technical,administrative,or organizational safeguards put in place by Company that relate to the protection of the security,confidentiality,or integrity of Customer Data,Company shall,as applicable:(a)notify Customer as soon as practicable but no later than twenty-four(24)hours of becoming aware of such occurrence;(b)cooperate with Customer in investigating the occurrence,including making available all relevant records,Iogs,files,data reporting,and other materials required to comply with applicable law or as otherwise required by Customer;(c)in the case of Personally Identifiable Information(PII),at Customer's sole election,(i)notify the affected individuals who comprise the PII as soon as practicable but no later than is required to comply with applicable law,or, in the absence of any legally required notification period,within five(5)calendar days of the occurrence; (d)in the case of PII, provide third-party credit and identity monitoring services to each of the affected individuals who comprise the PII for the period required to comply with applicable law,or,in the absence of any legally required monitoring services,for six(6)months following the date ofnotifcation to such individuals;(e)perform or take any other actions required to comply with applicable law as a result of the occurrence;Notification to affected individuals,as described above,shall comply with applicable law,be written in plain language,and contain,at a minimum:name and contact information of Company's representative; a description of the nature of the loss;a list of the types of data involved;the known or approximate date of the loss;how such loss may affect the affected individual;what steps Company has taken to protect the affected individual;what steps the affected individual can take to protect himself or herself;contact information for major credit card reporting agencies;and,information regarding the credit and identity monitoring services to be provided by Company. This Section shall survive the termination of this Agreement. 5 Benevate Inc. (dba Neighborly Software)SAAS Services Order Form EXHIBIT 13 Service Level Terms The Services shall be available 99.5%,measured monthly,excluding holidays and scheduled downtime.Further,any downtime resulting from outages of third party connections or utilities or other reasons beyond Company's control will also be excluded from any such calculation. Customer's sole and exclusive remedy,and Company's entire liability,in connection with Service availability shall be a"Performance Credit." 1) Definitions. (a)"Actual Uptime"shall mean the total minutes in the reporting month that the Services were actually available for normal use. (b)"Maintenance Window"shall mean the total minutes in the reporting month represented by the following day(s) and time(s) during which Company shall maintain the Services:Tuesday,Thursday,Saturday I Ipm-3am ET. (c)"Scheduled Downtime"shall mean the total minutes in the reporting month represented by the Maintenance Window. (d) "Scheduled Uptime"shall mean the total minutes in the reporting month less the total minutes represented by the Scheduled Downtime. 2) Calculation. (Actual Uptime/Scheduled Uptime) * 100=Percentage Uptime(as calculated by rounding to the second decimal point) 3) Performance Credit.Performance credits may not be redeemed for cash and will only apply a credit to the month in which the incident occurred. (a)Where Percentage Uptime is equal to or greater than 99.5%,no Performance Credit will be due to Customer. (b)Where Percentage Uptime is less than 99.5%,Customer shall be due a Performance Credit in the amount of 5%of the Services Fees(as calculated on a monthly basis for the reporting month) 6 Benevate Inc. (dba Neighborly Software) SAAS Services Order Form EXHIBIT C Implementation Services Statement of Work This Implementation Services Statement of Work describes the Services to be performed,and Deliverables to be provided,by Company in completion and satisfaction of the Implementation Services. 1) Company Key Roles. Company will assign an Engagement Manager who will be Customer's primary contact person and who will coordinate all the activities of the Implementation team. 2) Customer Key Roles. Customer will assign a person to be the focal point to coordinate the user and technical support and resources needed for the implementation, and to be responsible for approvals and decisions. This person will coordinate data collection and reconciliation,review each stage of the implementation process,and provide end user involvement with systems and user acceptance training. Schedule and cost estimates assume that personnel acting in the roles noted above to be reasonably and readily available to the Company team as needed throughout the project.Additionally,all approvals and decisions are made within a reasonable time period. 3) Implementation Steps.The following are the general steps which makeup the implementation process: ■ Kickoff meeting ■ Program Design and Documentation ■ System Configuration and Signoff ■ Data Review and Validation ■ Administrator Training ■ Historical Data Collection(if applicable) 4) Implementation Deliverables.The following are the items that will be delivered as part of implementation: a. Program Design and Documentation ■ List of all documents to be uploaded into the system as part of the Program ■ List of all documents to be generated by the system as part of the Program b. System Configuration ■ Create Administrator accounts in the system ■ Configure Customer enrollment application in the system ■ Configure Customer specific approvals and workflow in the system,including up to thirty(30) documents/images to be uploaded ■ Configure up to two(2)program documents to be generated by system with training provided to Customer on how to configure additional program documents c. Data Review and Validation ■ Provide up to five(5)business days for Customer to test and validate system data and configuration d. Administrator Training • Conduct one(1)eight(8)hour training session,which may be recorded by Customer. e. Historical data conversion ■ (Optional)Upload Customer historical"active"data(i.e.outstanding loans,grants,etc.)to be provided by Customer in an electronic format specified by Company. 5) Customer Responsibilities a. Design and approve data elements,program workflow,and eligibility criteria b. Identify all program documents required to be stored in the system c. Identify all program documents to be generated by the system d. Provide historical data in electronic format specified by Company e. Test and approve system configuration f. Provide final sign off that the system meets all requirements("Go Live") g. Participate in administrator training session 7 Benevate Inc. (dba Neighborly Software) SAAS Services Order Form EXHIBIT D Per User Pricing Additional user licenses may be purchased,pro-rata to the Initial Service Term,based on the pricing table below. ,,�:i ( AIL:? �ya L.[• , .i. # _ _w _ Neighborly Software Per Administrator Fee (Users 1-10) $175 Monthly 10 V1,000.001 Neighborly Software Per Administrator Fee (Users 11-20) $125 Monthly 10 $15,000.00 Neighborly Software Per Administrator Fee (Users 21f) $75 Monthly 2 $1,800.00 Technical Support Included - Hosting/Security in Microsoft Tier IV Data Center Included - Data Strorage, Backup and Recovery Included ANNUAL TOTAL $37,800.00 Lpe"111121121151 Software Implementation Per Programa 7included 1,500 One Time 5 $7,500.00 - Software Configuration to Client Design Administrator Training (8 hrs Onsite) cluded -Administrator Guide Included - Travel $800 Per Trip 1 $800.00 (Optionaf) 'Aato Mfgrotion of Active Loans (Minimrlm $2, ) $Z.50 Per Loan (OptiorM1) • Graftsrnan kok Spec, Dofabam-Cos t J`.Wrrwtfrrg _ $SM06 AnrfuaOy 1 $500.00 a- Includes configuration for the following programs: IMPLEMENTATION TOTAL $ 8,800.00 (1) Priority Repair (5) Healthy Homes 4 Heros (2) LeadSafe (3)Weatherization (Owner-Occupied) YEAR 1 TOTAL $46,600.00 (4)Weatherization (Rental) ANTICIPATED YEAR 2 TOTAL $37,800.00 1. Recurring fees are invoiced annually in advance. 2. Implementation fees are invoiced at engagement S