HomeMy WebLinkAboutContract 61453CSC No. 61453
FORT WORTH
CITY OF FORT WORTH
COOPERATIVE PURCHASE AGREEMENT
This Cooperative Purchase Agreement ("Agreement") is entered into by and between Oracle
America, Inc. ("Vendor") and the City of Fort Worth, ("City"), a Texas home rule municipality.
The Cooperative Purchase Agreement includes the following documents:
1. This Cooperative Purchase Agreement;
2. Exhibit A — Seller's Ordering Documents (the "Ordering Documents"); and
3. Exhibit B — State of Texas Department of Information Resources Contract No. DIR-TSO-
4158 (the "DIR Contract")
The Exhibits referenced above, which are attached hereto and incorporated herein, are made a
part of this Agreement for all purposes. Vendor agrees to provide City with the services ordered pursuant
to Exhibit A (the "Services") pursuant to the terms and conditions of this Cooperative Purchase
Agreement, including all exhibits thereto. Any conflict among the provisions of this Agreement,
including the exhibits, shall be resolved in accordance with Appendix A, Section 4.13 of the DIR
Contract.
City shall pay Vendor in accordance with the fee schedule in Exhibit A and in accordance with
the provisions of this Agreement. Total payment made under this Agreement for fees for the Services
by City shall not exceed two hundred thirty-nine thousand dollars ($239,000.00).
The term of this Agreement shall be for one year beginning on May 26, 2024 and ending on May
25, 2025. The Agreement has four one-year renewal options.
Notices required pursuant to the provisions of this Agreement shall be provided as set forth in
the DIR Contract. The City designates the address below as its address for notices pursuant to Appendix
A, Section 12.A of the DIR Contract:
To CITY:
City of Fort Worth
Attn: Fernando Costa, Assistant City Manager
200 Texas Street
Fort Worth, TX 76102-6314
With copy to Fort Worth City Attorney's Office
at same address
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
[Signature Page Follows]
The undersigned represents and warrants that he or she has the power and authority to execute this
Agreement and bind the respective Vendor.
CITY OF FORT WORTH
By:
Name: Fernando Costa
Title: Assistant City Manager
May 22, 2024
APPROVAL RECOMMENDED:
By: Christopher H der(May 21,202416:54 CDT)
Name: Christopher Harder
Title: Director, Water Department
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Name: Jannette Goodall
Title: City Secretary
CONTRACT COMPLIANCE MANAGER:
By signing I acknowledge that I am the person
responsible for the monitoring and administration
of this contract, including ensuring all
performance and reporting requirements.
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By: William Bailey (May 17,2024 IY42 CDT)
Name: William Bailey
Title: IT Manager
APPROVED AS TO FORM AND LEGALITY:
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By:
Name: Taylor Paris
Title: Assistant City Attorney
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
EXHIBIT A
ORACLE ORDERING DOCUMENTS
1) LICENSING, MAINTENANCE & SUPPORT
2) LEARNING SUBSCRIPTION
3) PROFESSIONAL SERVICES
C PACLE
Oracle America, Inc.
500 Oracle Parkway
Redwood Shores, CA
94065
Name City of Fort Worth Contact William (Robb) Bailey
Address Information Technical Services Phone Number 1-817-3927941
Water Department Email Address William.Bailey@foitworthtexas.gov
FORT WORTH TX
76102
Renew Subscription Term: 26-May-2024 to 25-May-2025
Services Period: 12 months
Cloud Services
Data CenterQuantity
Term
Unit Net Price
Net Fee
Region
B88484 - Oracle RightNow, Enterprise
Dynamic Agent Desktop Cloud
NORTH
102
12 mo
90.15
110,343.94
AMERICA
Service - Hosted Named User
B68258 - Oracle RightNow Chat
NORTH
10
12 mo
25.76
3,090.87
Cloud Service - Hosted Named User
AMERICA
B68302 - Oracle RightNow Agent
Scripting Cloud Service - Hosted
NORTH
102
12 mo
19.32
23,645.13
AMERICA
Named User
B68548 - Oracle RightNow, Emails
Sent Monthly - 100 Emails Sent -
NORTH
5
12 mo
0.77
46.36
AMERICA
Monthly Capacity
B72236 - Oracle RightNow Universal
Core Service Tier 1 Sessions Monthly
NORTH
5
12 mo
4.12
247.27
AMERICA
- 100 Sessions - Monthly Capacity
B82255 - Oracle RightNow, Non -
Contact Center User Cloud Service -
NORTH
107
12 mo
16.10
20,670.17
Hosted Non -Contact Center Named
AMERICA
User
Subtotal
158,043.74
Fee Description
Net Fee
Cloud Services Fees
158,043.74
Net Fees
158,043.74
CPQ-3090566 - 1
Issued by Oracle America,
Inc. 29-FEB-2024
Page 1 of 5
Fee Description Net Fee
Total Fees 158,043.741
CPQ-3090566 - 1
Issued by Oracle America, Inc. 29-FEB-2024
Page 2 of 5
A. Agreement
1. Agreement
a. This order incorporates by reference the terms of the Contract for Products and Related Services between the State of Texas acting through the
Department of Information Resources ("DIR") and Oracle America, Inc. ("Oracle"), effective 30 Jul 2018 (DIR Contract No. DIR-TSO-4158; Oracle
Contract No. US-GMA-1889764) and all amendments and addenda thereto (the "Agreement"). The defined terms in the Agreement shall have the same
meaning in this order unless otherwise specified herein.
B. Description and Fees for Ordered Programs and Services
All fees on this ordering document are in US Dollars.
1. Terms of Use
All products and services listed on this Ordering Document are provided by Oracle under, and subject to, the terms of this Ordering Document, including
the Agreement and all Oracle documents referenced in this Ordering Document. You indicate Your agreement to the terms of this Ordering Document,
including the Agreement, by signing this Ordering Document, and You represent that You have the authority to bind the Customer to whom this Ordering
Document is addressed above to the terms of this Ordering Document and the Agreement. As applicable, Oracle processes a customer's order after
receipt of a purchase order. Any terms and conditions on Your purchase order are void and have no legal effect. For Cloud Services, You may not reduce
the quantity of services purchased hereunder (e.g., user or record counts, storage, etc.), in whole or in part, during the Services Period set forth above.
The Services Period for the Cloud Services commences on the date stated in the Ordering Document, or, if none is provided in the Ordering Document,
the day that Oracle sends to Your administrator the a -mail welcoming You to the Oracle Cloud that instructs You on how to create Your Cloud login and
configure the Cloud Services (the "Cloud Services Start Date"). You must maintain a current subscription to applicable Oracle Cloud Services for the
duration of any Technical Cloud Services ordered under this Ordering Document.
2. Fees
The Cloud Services Payment Frequency applies to all Cloud Services fees and taxes (if applicable), and the Technical Cloud Services Payment
Frequency applies to all fees and taxes (if applicable) for Technical Cloud Services. All fees payable to Oracle are due in accordance with Appendix A,
Section 8.J of DIR Contract No. DIR-TSO-4158. Once placed, Your order is non - cancelable and the sums paid nonrefundable, except as otherwise
provided herein or in the Agreement. If applicable to You, You will pay any sales, value added or other similar taxes imposed by applicable law that
Oracle must pay based on the Services You ordered, except for taxes based on Oracle's income. Also, You will reimburse Oracle for reasonable pre
-approved expenses related to providing any Technical Cloud Services in accordance with Appendix A, Section 8.F of the Agreement. Unless,
specifically stated otherwise, fees for Services listed in an order are exclusive of taxes (if applicable) and expenses.
Cloud Services Payment Frequency: Your payment frequency is quarterly in arrears.
Technical Cloud Services Payment Frequency:
Unless otherwise specified in services descriptions applicable to the Technical Cloud Services You have ordered, or in an exhibit specifying the Technical
Cloud Services You have ordered, the fees for Technical Cloud Services and any applicable taxes shall be invoiced monthly in arrears. You are
responsible for payment of pre -approved expenses, if any, in accordance with Appendix A, Section 8.F of DIR Contract No. DIR-TSO-4158. Expenses
will be invoiced monthly as they are incurred and are due in accordance with Appendix A, Section 8.J of DIR Contract No. DIR-TSO-4158.
3. Renewal of Cloud Services
Notwithstanding any statement to the contrary in the Services Specifications, the parties expressly agree that the Cloud Services acquired under this
Ordering Document will not Auto -Renew.
4. Price Hold for Cloud Services
During the Services Period, You may order additional quantities of the Cloud Services acquired under this Ordering Document at the Unit Net Price
specified above. This price hold does not apply to Eloqua Marketing Platform Cloud Service, to any renewals or extensions of the Cloud Services
ordered under this Ordering Document, to Cloud Services ordered pursuant to a separate Oracle discount or promotion, or to any Cloud Services other
than those listed in the initial purchase under this Ordering Document.
5. Data Center Region
Oracle agrees that during the Service Period specified in this ordering document, the Cloud Services environment holding Customer data will reside in
data centers located in the continental United States. Oracle may access Customer Data on a global basis to the extent necessary to perform the Cloud
Services, including maintenance and Cloud Services technical support.
6. Offer Validity
This order is valid through 25-May-2024 and shall become binding upon execution by You and acceptance by Oracle
C. Service Specifications
1. Service Specifications
The Service Specifications that govern the Services ordered consist of the documents listed below, which are incorporated into this Ordering Document.
The Service Specifications are subject to change at Oracle's discretion; however, Oracle changes to the Service Specifications will not result in a
material reduction in the level of performance, security, functionality or availability of the applicable Services provided to You for the duration of the
CPQ-3090566 - 1 Issued by Oracle America, Inc. 29-FEB-2024
Page 3 of 5
Services Period. The terms of the Service Specifications, including any subject matter addressed in the Service Specifications, will replace any
inconsistent term, similar subject matter or scope of service delivery in the Agreement; however, unless expressly stated otherwise in this Ordering
Document, the terms of the Data Processing Agreement shall take precedence over any inconsistent terms in this Ordering Document, Agreement or
Service Specifications but in no event shall any documents take precedence over DIR Contract No. DIR-TSO-4158. For the purposes of this Ordering
Document, references to the term "Customer" in any document within the Service Specifications shall mean "You" as defined in this Ordering Document.
-Service Descriptions and Metrics
Oracle service descriptions and metrics govern Cloud Services and Technical Cloud Services. You may access the version of these descriptions and
metrics that apply to the Cloud Services and Technical Cloud Services that You have ordered at www.oracle.com/contracts.
-Cloud Hosting and Delivery Services Policies
Cloud Hosting and Delivery Services Policies describe and govern Cloud Services. You may access the version of these policies that apply to the Cloud
Services that You have ordered at www.oracle.com/contracts.
-Program Documentation
Program Documentation refers to the program user manuals for the Oracle Programs for Cloud Services, as well as any help windows and read me files
for such Oracle Programs that are accessible from within the service. The Program Documentation describes technical and functional aspects of the
Oracle Programs. You may access the documentation online at www.oracle.com/contracts
D. Additional Order Terms
1. Terms
The following terms, as used in this order or the Agreement and whether or not capitalized, shall have the same meaning as the applicable defined term:
"Agreement" and "Master Agreement"; "Customer", "Client" "Company" and "You"; "Program Documentation" and "Documentation"; "Ordering
Document" "order" and "Order Form"; "Services Term" and "Services Period"; "Your Data", "Company Data" and "Your Content".
2. Data Processing Agreement
Oracle's Data Processing Agreement for Oracle Cloud Services (the "Data Processing Agreement"), which is available at http://www.oracle.com/
dataprocessingagreement, is incorporated as Appendix N of DIR Contract No. DIR-TSO-4158 and describes the parties' respective roles for the
processing and control of Personal Data (as that term is defined in the Data Processing Agreement) that Customer provides to Oracle as part of the
Cloud Services under this order. Oracle will act as a data processor and will comply with all applicable data protection laws to the extent such laws by
their terms impose obligations directly on Oracle as a data processor in connection with the services specified in this ordering document. Oracle will act
on Customer's instruction concerning the treatment of Customer's Personal Data residing in the Cloud Services Environment, as specified in the
Agreement, the Data Processing Agreement and this order. Customer remains solely responsible for Customer's regulatory compliance in connection
with Customer's use of the Cloud Services and will comply with all applicable laws in connection with the performance of obligations or exercise of rights
under this ordering document and the Agreement. Customer agrees to provide any notices and obtain any consents related to Customer's use of the
Cloud Services and Oracle's provision of the Cloud Services, including those related to the collection, use, processing, transfer and disclosure of
Personal Data.
3. Assignment of this Ordering Document
Notwithstanding anything to the contrary in the agreement or this Ordering Document, You may not assign this Ordering Document or give or transfer the
Services, or an interest in them, to another individual or entity. If You desire that Services be acquired by another entity, such other entity may order
services under a separate contract. You may not grant a security interest in any of the Services. Notwithstanding the foregoing, upon advance written
notice to Oracle, You may assign Your rights to the Services under this Ordering Document to another governmental agency as designated by the Texas
Legislature (i) that is a successor in interest to You that performs Your statutory obligations, or (ii) as necessary to satisfy a regulatory requirement
imposed upon You by a governing body with the appropriate authority; provided that (w) such assignee entity agrees in writing to the terms and
conditions of the agreement and the Ordering Document, (x) You provide Oracle will all consents necessary for the assignee to access Your Content,
Your Applications, and any other of Your materials in Oracle's possession, (y) the assignment does not result in any change in Oracle's rights and
obligations under this Ordering Document (including with respect to the Services), or expand, modify or otherwise alter any use or component of the
Services or Services Environments provided under this Ordering Document, and (z) following the assignment, You shall immediately discontinue use of
the Services acquired under this Ordering Document.
City of Fort Worth
Oracle America, Inc.
ig„ed by:
Signature
�,,f.
Signature
51"', rawtM(,(,d
Name
Fernando Costa
Name
ol. ooHD41
Sake Camarillo
Title
Assistant City Managei
Title
Manager, Deal Management
Signature Date
May 22, 2024
Signature Date
01-May-2024 1 1: 50 PM CCT
CPQ-3090566 - 1 Issued by Oracle America, Inc. 29-FEB-2024
Page 4 of 5
Bill To
Customer Name
Customer Address
Contact Name
Contact Phone
Contact Email
CPQ-3090566 - 1
BILL TO / SHIP TO INFORMATION
Ship To
City of Fort Worth Customer Name
Information Technical Services Customer Address
Water Department
FORT WORTH TX
76102
City of Fort Worth
Information Technical Services
Water Department
FORT WORTH TX
76102
William (Robb) Bailey Contact Name William (Robb) Bailey
1-817-3927941 Contact Phone 1-817-3927941
William.Bailey@fortworthtexas.gov Contact Email William.Bailey@fortworthtexas.gov
Issued by Oracle America, Inc. 29-FEB-2024
Page 5 of 5
C DPA�LE'
Name City of Fort Worth
Contact
Address Information Technical Services
Phone Number
Water Department
Email Address
FORT WORTH TX
F
76102
Renew Subscription Term: 25-May-2024 to 24-May-2025
(Service Period: 12 months
Data CenterQuantity
Cloud Services
Term
Region
B94110 - EDU Cloud Applications
NORTH
Learning subscription - Hosted 3
12 mo
AMERICA
Named User
Subtotal
Fee Description
Oracle America, Inc.
500 Oracle Parkway
Redwood Shores, CA
94065
Robb Bailey
1-(817)-392-8272
William.Bailey@fottworthtexas.gov
Unit Net Price Net Fee
293.54 10,567.42
10,567.42
Cloud Services Fees
Net Fees
Total Fees
Net Fee 1
10,567.421
10,567.421
10,567.421
CPQ-3273984 - 1 Issued by Oracle America, Inc. 19-DEC-2023
Page 1 of 3
A. Terms of Your Order
1. Applicable Agreement:
a. Oracle Federal Agreement for Oracle Cloud Services US-CSA-CPQ-3273984
2. Cloud Payment Terms:
a. Net 30 days from invoice date
3. Cloud Payment Frequency:
a. Quarterly in Arrears
4. Currency:
a. US Dollars
5. Offer Valid through:
a. 29-FEB-2024
6. Service Specifications
a. The Service Specifications applicable to the Cloud Services and the Consulting/Professional Services ordered may be accessed at http://
www.oracle.com/contracts.
7. Services Period
a. The Services Period for the Services commences on the date stated in this order. If no date is specified, then the "Cloud Services Start Date" for
each Service will be the date that you are issued access that enables you to activate your Services, and the "Consulting/Professional Services Start
Date" is the date that Oracle begins performing such services.
B. Additional Order Terms
1. Renewals
If all Cloud Services ordered under this order are identified as auto renewal eligible in the applicable Service Specifications, then at the end of the
Services Period the Cloud Services will auto renew for additional Services Periods subject to Your payment of fees and to the terms of this order and the
Agreement. Otherwise, all Cloud Services ordered under this order will not auto renew (regardless of whether some Cloud Services are identified as
auto renewal eligible). The Cloud Services may not be renewed as described in this paragraph if: (i) Oracle is no longer making such Cloud Services
generally available to commercial customers, (ii) You are seeking to cancel or reduce the ordered quantity of the Cloud Services set forth in this order, or
(iii) the Term (as shown in the table above) is not the same for all Services set forth in this order.
If all Services in this order auto renew, those Services will continue to auto renew unless (i) You provide Oracle with written notice no later than thirty (30)
days prior to the end of the applicable Services Period of Your intention not to renew all of those Services, or (ii) Oracle provides You with written notice
no later than ninety (90) days prior to the end of the applicable Services Period of its intention not to renew all of those Services.
2. Data Processing Agreement Exclusion for EDU Cloud Services
The Oracle Data Processing Agreement does not apply to the Cloud Services that contain "EDU" as the prefix in the name of the Cloud Services
because such Cloud Services only allow a customer to input certain personal information, such as its own employees' names and business contact
details, for which Oracle serves as a data controller and not a data processor.
City of Fort Worth
Signature
Name Fernando Costa
Title Assistant City Manager
Signature Date May 22, 2024
CPQ-3273984 - 1
Oracle America, Inc. DocuSignedby:
Signature D
ast, �ayt tb
3C26488AB41E4BB...
Name Sake Camari l l o
Title Manager, Deal Management
Signature Date 01-Mav-2024 1 1:26 PM CDT
Issued by Oracle America, Inc. 19-DEC-2023
Page 2 of 3
Bill To
Customer Name
Customer Address
Contact Name
Contact Phone
Contact Email
BILL TO / SHIP TO INFORMATION
Ship To
City of Fort Worth Customer Name
Information Technical Services Customer Address
Water Department
FORT WORTH TX
76102
Kathryn Agee -Dow Contact Name
1-817-3928461 Contact Phone
Kathryn.Agee-Dow@fortworthtexas.gov Contact Email
City of Fort Worth
Information Technical Services
Water Department
FORT WORTH TX
76102
Robb Bailey
1-(817)-392-8272
William. Bailey@fortworthtexas.gov
CPQ-3273984 - 1
Issued by Oracle America, Inc. 19-DEC-2023
Page 3 of 3
Ordering Document Number: US-16569932
Oracle America, Inc.
500 Oracle Parkway
Redwood Shores, CA 94065
Your Name: City of Fort Worth
Your Address: Water Department
200 Texas Street (south end, 2nd FL
Ste 2390), Fort Worth, Texas 76102
Oracle
Ean Darbo
Your Billing
Williams Robb Bailey
Representative:
Contact:
Address:
1910 Oracle Way
Address:
Water Department
Reston, VA 20190
Attn: William Bailey, Water IT
200 Texas Street (south end, 2nd FL
Ste 2390), Fort Worth, Texas 76102
Phone Number:
916-759-4682
Phone Number:
817-392-8272
Email Address:
ean.darbo@oracle.com
Email Address:
william.bailey@fortworthtexas.gov
You have ordered the Services listed in the table below and detailed in the attached exhibit(s), which are incorporated herein
by reference.
Estimated Total Fees and
Services Reference Fees Expenses Estimated Expenses
Time and Materials Services Exhibit 1 $47,903.00 $0.00 $47,903.00
Total Fees and Estimated Expenses $47,903.00
A. TERMS
1. Applicable Master Agreement:
This order incorporates by reference the terms of the Contract for Products and Related Services between the State
of Texas acting through the Department of Information Resources ("DIR") and Oracle America, Inc. ("Oracle"),
effective July 30, 2018 (DIR Contract No. DIR-TSO-4158; Oracle Contract No. US-GMA-1889764) and all
amendments and addenda thereto (the "Agreement"). The defined terms in the Agreement shall have the same
meaning in this order unless otherwise specified herein.
2. Professional Services Delivery Policies: The Oracle Professional Services Delivery Policies ("Policies")
available at https://www.oracle.com/a/ocom/docs/corporate/professional-services-deliverv-oolicies.pdf apply to and
are incorporated into this order.
3. Payment Terms: Net 30 days from invoice date.
4. Currency: US Dollars.
5. Offer Valid through: 31-MAY-2024.
6. Service Specifications: The Service Specifications shall include any exhibit(s) attached to this order (including
referenced or incorporated Oracle documents) and the Policies.
7. Order of Precedence: In the event of any inconsistencies, priority shall be established in the following descending
order: (a) any exhibit(s) attached to this order; (b) this order; (c) the Policies; and (d) the Master Agreement.
8. Rights Granted:
Upon payment, You have the non-exclusive, non -assignable, royalty -free, worldwide, limited right to use the
services and anything developed and delivered by Oracle under this order ("services and deliverables") for Your
US-16569932-v090122-03APR2024-sarunnai-v1 Page 1 of 4
internal business operations. You may allow Your agents and contractors to use the services and deliverables for
Your internal business operations, and You are responsible for their compliance in such use. The services and
deliverables may be related to Your right to use cloud or hosted/managed services or Products owned or distributed
by Oracle which You acquired under a separate order. The agreement referenced in that order shall govern Your
use of such services or Products, and nothing in this order is intended to grant a right to use such services or
Products in excess of the terms of that order, such as the services period or number and type of environments
specified in a cloud or hosted/managed service order.
You retain all ownership and intellectual property rights to Your confidential and proprietary information that You
provide to Oracle under this order.
B. ADDITIONAL ORDER TERMS
1. When services will be performed on -site at customer location in the US, as required by US Department of Labor
regulations (20 CFR 655.734), You will allow Oracle to post a notice regarding Oracle H-1 B employee(s) at the
work site prior to the employee's arrival on -site.
City of Fort Worth Oracle America, Inc.
DocWigmd by:
Authorized Signature: Authorized Signature: F„S,,,p,,,,,.se
Name: Fernando Costa Name: Erika Lozano
Title: Assistant City Manager Title: contract specialist
nature Date: Sig May 22, Signature Date:
2024 09-May-2024 1 2:35 PM PDT
Ordering Document Effective Date: (to be completed by Oracle)
US-16569932-v090122-03APR2024-sarunnai-v1 Page 2 of 4
r ` TIM IT
Your Name: City of Fort Worth
Ordering Document Number: US-16569932
Exhibit Number: 1
Description of Services.
At your direction, Oracle will assist you with the following Services related to your Oracle Service Cloud Business to
Consumer ("132C") platform:
A. Browser User Interface ("BUI") extension defect resolution.
B. Enhancements to the MapBridge extension.
C. Representational State Transfer ("REST") Application Programming Interface ("API") coaching for International
Business Machines ("IBM") iSeries billing system integration and other external import routines.
D. Browser User features, which may include:
i. Agent Browser Action Center.
ii. Agent Browser branding and personalization.
iii. Agent Browser toolbar configuration.
iv. Recommendations.
E. Browser User Interface workspace configuration, fine tuning and optimization.
F. Technical and functional coaching, which may include:
i. Current customizations.
ii. New capabilities.
G. Incident data management - may include help on Data Life Cycle Policy.
H. Post implementation assistance.
Rates. Estimated Fees and Expenses, and Taxes..
A. The Services are performed on a time and materials ("T&M") basis; that is, You shall pay Oracle for the actual time
spent performing the Services, plus materials, taxes, and expenses.
B. Rates.
For a period of one (1) year from the ordering document effective date, the Services will be provided at the rates
set forth below. Thereafter, unless otherwise agreed by You and Oracle in an amendment, the Services will be
provided at Oracle's consulting rates in effect when the Services are performed.
Standard Rates
Price Level
Hourly Rate
North American Technical Services
$247.50
Sr. Practice/Tech Director-9
NAC Practice/Tech Director-8
$247.50
NAC Practice/Tech Manager-7
$213.46
NAC Senior Principal Technician-6T
$197.99
NAC Principal-5
$173.24
NAC Senior-4
$142.31
NAC Staff-3
$123.75
2 - Associate Consultant
$92.81
C. Estimated Fees and Expenses.
All fees and expenses will be invoiced monthly. The fee and expense estimates specified in Your order are intended
only to be for Your budgeting and Oracle's resource scheduling purposes and may exceed the specified totals;
these estimates do not include taxes. Once fees for Services reach the estimate, Oracle will cooperate with You to
provide continuing Services on a T&M basis.
US-16569932-v090122-03APR2024-sarunnai-v1 Page 3 of 4
3. Proiect Manaaement.
You shall designate a project manager who shall be solely responsible for: (a) project management associated with
this exhibit; and (b) direction of the Services provided by Oracle under this exhibit.
Proiect Assumptions.
A. All Services will be performed remotely.
B. Any custom Computer Telephony Integration ("CTI") screen -pop component will be based on an
existing CTI library provided by You, and must be compatible with Your phone system.
C. Except to the extent expressly stated in the scope section of this document, the use of the terms "integrate" and
"integration" throughout this document is not intended to mean that Oracle will ensure (i) the physical or functional
integration of Oracle products with external legacy systems, third party products and/or other software applications;
(ii) the functioning of Oracle products as a coordinated whole with such external legacy systems, third party products
and/or other software applications; or (iii) any non-standard integration between Oracle products. Rather, the terms
are used to refer to the overall concept of data exchange between the Oracle products and other systems, products
or applications identified in this document, and may include interfacing and/or other methods of integration or
interoperation as described in the scope section of this document.
D. The add -ins will be developed under the scope of coaching, and You will be responsible for maintaining that code
after delivery, including any changes that may be required for compatibility with future site versions.
E. Anything not expressly identified in Section one (1) above is not included in the scope or, or fees for, Services under
this exhibit.
US- I6569932-v090122-03APR2024-sarunnai-v1 Page 4 of 4
EXHIBIT B
COOPERATIVE CONTRACT
STATE OF TEXAS
DEPARTMENT OF INFORMATION RESOURCES
DIR-TSO-4158
ORACLE AMERICA, INC.
HTTPS://DIR.TEXAS.GOV/CONTRACTS/DIR-TSO-4158
5/16/24, 2:04 PM M&C Review
Official site of the City of Fort Worth, Texas
CITY COUNCIL AGENDA FORTw II
Create New From This M&C
DATE: 5/14/2024 REFERENCE **M&C 24- LOG NAME: 600RACLE M&C
NO.: 0422 INFORMATION
CODE: C TYPE: CONSENT PUBLIC NO
HEARING:
SUBJECT: (ALL) Authorize Execution of a Cooperative Agreement with Oracle America, Inc., for the
Oracle RightNow Licensing, Maintenance & Support Services, Learning Subscription, and
Professional Services for Oracle Cloud Services for the Water Department, in an Amount
Not to Exceed $239,000.00 Annually
RECOMMENDATION:
It is recommended that the City Council authorize execution of a cooperative agreement with Oracle
America, Inc., for the Oracle RightNow licensing, maintenance & support services, learning
subscription, and professional services for Oracle Cloud Services for the Water Department, in an
amount not to exceed $239,000.00 annually.
DISCUSSION:
The Water Utility has utilized Oracle America, Inc. (Oracle) products since March of 2004. Oracle
provides the PeopleSoft Customer Relationship Management System (CRM) software. CRM provides
the case management tool for more than half a million customer contacts the Water Utility handles on
a yearly basis. This software is integrated with Maximo, the Work Order Management System for the
Utility, to provide a seamless movement of information for critical customer cases.
In 2011, the Water Department renewed the Agreement with Oracle for an additional four years. In
2015, the Water Department upgraded the current CRM software to Oracle RightNow, hosted as part
of Oracle Cloud Services, which offer additional customer friendly features such as the ability to email
or chat online with Water customers, from within the CRM. The current agreement with Oracle (CSC
No. 52557) expires on May 25, 2024 without any additional renewals. Therefore, staff is requesting
authorization to execute a new agreement with Oracle for the above described services and products
currently utilized by the City. The new agreement will be through the Department of Information
Resources cooperative program.
PRICE ANALYSIS - The prices were obtained using Department of Information Resources (DIR)
Contract No. DIR-TSO-4158. The DIR contract offers fixed discounts for these services. Staff has
reviewed the pricing and determined it to be fair and reasonable.
COOPERATIVE PURCHASE - State law provides that a local government purchasing an item under a
Cooperative Purchasing Agreement satisfies any state law requiring that the local government seek
competitive bids for the purchase of the item. DIR contracts were competitively bid to increase and
simplify the purchasing power of government entities.
SUCCESSOR CONTRACTS - To facilitate planning and budgeting, Staff would prefer to have annual
Agreements that align with the Fiscal Year. However, the DIR Agreement is out of alignment with the
City's Fiscal Year and the current term DIR-TSO-4158 will expire on July 30, 2024. In order for the
Agreement to align with the City's Fiscal Year, adoption of this Mayor and Council Communication
(M&C) technically authorizes (i) a series of Purchase Agreements, each of which will align to a term of
the DIR, Agreements to ensure legal authority exists for the contract, and (ii) an annual spend amount,
future years of which would be subject to City Council appropriation. In the event that a Cooperative
Agreement is not renewed, Staff would cease purchasing at the end of the last Purchase Agreement
coinciding with the valid Cooperative Agreements. If the City Council were to not appropriate funds for
a future year, Staff would stop making purchases when the last appropriation expires, regardless of
whether the then -current Purchase Agreement has expired. The City will initially use DIR-TSO-4158 to
make purchases authorized by this M&C. As noted, DIR-TSO-4158 expires July 30, 2024. If DIR-TSO-
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5/16/24, 2:04 PM M&C Review
4158 is extended this M&C authorizes the City to purchase similar equipment and supplies under the
extended contracts. If DIR-TSO-4158 is not extended but DIR executes new cooperative contracts
with Oracle America, Inc. with substantially similar terms as DIR-TSO-4158, this M&C authorizes the
City to purchase the licensing and program support fees, professional services, and learning
subscription under the new DIR contract.
Funding is budgeted in the Other Contractual Services account within the Water & Sewer Fund .
ADMINISTRATIVE CHANGE ORDER -An administrative change order or increase may be made by
the City Manager in the amount up to maximum allowed under state law and the City Code and does
not require specific City Council approval as long as sufficient funds have been appropriated.
M/WBE OFFICE - A waiver of the goal for MBE/SBE subcontracting will not be required due to this
agreement being a Cooperative Purchasing Agreement. This satisfies the local government
requirements.
AGREEMENT TERMS - Upon City Council approval, this Agreement shall be effective beginning May
26, 2024 and end on May 25, 2025.
RENEWAL OPTIONS - This Agreement may be renewed for four additional one-year terms at the
City's option in accordance with the terms of the DIR contract. This action does not require specific
City Council approval provided that the City Council has appropriated sufficient funds to satisfy the
City's obligations during the renewal term.
FISCAL INFORMATION/CERTIFICATION:
The Director of Finance certifies that upon approval of the recommendation, funds are available in the
current operating budget, as previously appropriated, in the Water & Sewer Fund. Prior to an
expenditure being incurred, the Water Department has the responsibility to validate the availability of
funds.
TO
Fund I Department I Account I Project I Program I Activity I I Budget Reference # Amount i
!D ID Year (Chartfield 2) +
FROM
Fund Department Account Project Program Activity Budget Reference # Amount
ID I I ID I I I Year I (Chartfield 2)
Submitted for Citv Manaaer's Office by. Fernando Costa (6122)
Originating Department Head: Chris Harder (5020)
Additional Information Contact:. Charmaine Baylor (6629)
ATTACHMENTS
60 Oracle M&C Information for Collaboration Wizard.xlsx. (CFW Internal)
600RACLE M&C INFORMATION FOR COLLABORATION WIZARD.docx, (CFW Internal)
Conflict of Interest Questionnaire-1—DM Redlines_030124_Sianed.pdf (CFW Internal)
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FORT WORTH.
Routing and Transmittal Slip
DOCUMENT TITLE: Oracle Agreement
M&C: 24-0442 CPN:
TO:
Rick Lisenbee, Sr. IT Manager
Oracle —Already Signed
William "Robb" Bailey, IT Manager
Shane Zondor, Assistant Director
Jan Hale, Deputy Director
Chris Harder, Director
Taylor Paris, ACA
Fernando Costa, ACM
Ron Gonzales, Assistant City Secretary
Jannette Goodall, City Secretary
Allison Tidwell, Administrative Assistant
Charmaine Baylor, Sr. IT Business Planner
Water
Department
CSO: DOC #:
APPROVER INITIALS:
Approver X
Signed
Signer
Approver
Approver f
Signer
Signer
Signer
Approver Kc
Signer
Form Filler
Acceptor
EXPLANATION
This is the new agreement between Oracle America and the Fort Worth Water Department for
licensing, professional services, learning services, maintenance and support of the PeopleSoft
Customer Relationship Management System, which is utilized by the Water Customer Call
Center. The funding for this agreement was approved on M&C 24-0422. The contract amount
will total $239,000.00.
The contract term will run from May 26, 2024 through May 25, 2025, with four one-year
renewals.
If you have any questions or concerns, please call or email me.
Charmaine Baylor
Senior IT Business Planner
Water Department
Charmaine.bavlor(a.fortworthtexas.aov
(817)392-6629