HomeMy WebLinkAboutC31700 ONESolution SoftwareCITY OF PALM DESERT
FINANCE DEPARTMENT
STAFF REPORT
(A&B)
Request: Approve Contract No. C 31700 with SUNGard for the purchase, installation and
online and onsite training for ONESolution software in the amount of $318,660
plus applicable taxes and travel expenses associated with onsite installation and
training.
Submitted by: Clayton Von Helf, Information Systems Manager
Date: March 22, 2012
Contents: Contract No. C 31700 (A&B)
Recommendation
By Minute Motion, that the City Council approve Contract No. C 31700 (A Wh
SUNGard for the purchase, installation and online and onsite training for
ONESolution software in the amount of $318,660 plus applicable taxes and travel
expenses associated with onsite installation and training.
Executive Summary
The City's current software package is outdated and becoming obsolete. It has a number of
shortcomings in that it does not meet the current needs of all departments, does not encourage
cross -department information sharing, does not allow for web based transactions, and soon will
not be supported by the software vendor. The current software package (SUNGard Public
Sector) used for Finance, Payroll, Human Resources, Business Licensing, Building and Safety,
etc. was installed in 1991, and since that time has not been significantly upgraded; in fact, it will
be phased out by the developer within a few years. Staff has reviewed numerous options for
resolving existing issues and the potential for having a non -supported system in the near future.
These included updates to the current system, purchasing new equipment for the existing
system and going out to bid for a completely new system. None of these options was cost
effective. The City has approached SUNGard to try and address these deficiencies within our
current platform, and was advised that the solutions would be expensive, incomplete, and
shortsighted, as our current platform is being phased out.
At the October 13th meeting, Council approved a business process review by SUNGard which
was completed in February. Based on the findings during this review we have put together
software and services to begin the installation of ONESolution this summer. There will be
efficiency gains in each department at the completion of this project, and the possibility of robust
web services, including online payments, permitting and business license functions will be
available to our customers.
Staff Report
Approve contract with SUNGard for purchase, installation and training for ONESolution software
March 22, 2012
Page 2 of 5
Approval of this project represents an investment in the City's processing infrastructure. This
investment will pay off over the next several years in increased efficiency, which is especially
important as we continue to reduce staffing levels, notably a 41 % decrease in clerical staff. The
ability to receive payments via the web and issue licenses and permits online will increase
services to the public without increasing staff levels at City Hall. In addition, this project will
increase the stability and dependability of our information systems. Currently these systems,
which are used every day for the basic functions of the City, are at risk due to aging
infrastructure, outdated operational structure and a lack of support from the software vendor.
Background
Currently the City is using SUNGard Public Sector software (formerly called HTE) for all of the
main enterprise functions. This includes finance (accounts payable, purchasing, and payroll),
business licensing, human resources, building and safety, planning, code enforcement, and
public works project tracking. The current software package was installed in 1991. The
software has gone through many updates and enhancements during that time, but the core
technology platform has not changed in that time period. SUNGard will no longer make any
new products for our current platform (the old HTE environment) and are instead developing a
new enterprise software package based on a more affordable and flexible system. There are
several limitations to the current software package that is inhibiting collaboration between
departments, stunting our efficiency, and limiting the service to our customers.
The ONESolution software package was designed to allow easy collaboration between
municipal government departments. This collaboration will enable City staff to serve the public
better, work more efficiently. Our current system has very limited abilities to share information
between departments, and the information shared is often in an unusable form when it is
shared. This has necessitated double entries, or shadow systems in almost every department.
By increasing the ease of interdepartmental cooperation, we will also be able to give citizens a
more consistent experience across the different departments that they may come into contact
with. This software is built with the latest technologies in mapping, web services, and wireless
capabilities in mind. We will be able to replace all of our current functions and realize future
growth capabilities to add online services to the public, provide better in -field support to City
inspectors and better in -person service to customers.
Each department has submitted a short justification for the new software package as it relates to
their areas of expertise:
Building and Safety
With the goal of improving government efficiencies, SunGard "ONESolution" will promote the
following characteristics:
1. SunGard "ONESolution" provides a complete solution for all departments — The users
will have access to all information, providing them with a complete view of the project.
Additionally, current data exchange practices are costly and inefficient. By streamlining
the process and creating a unified strategy to facilitate the exchange of information,
there will be significant cost savings potential for the entire jurisdiction.
Staff Report
Approve contract with SUNGard for purchase, installation and training for ONESolution software
March 22, 2012
Page 3 of 5
2. Information is pulled from a central database or several databases; "ONESolution" will
be user -focused. In other words, provide an agency -wide solution that is adaptable
enough at the user level to allow a choice of how the information is used.
3. Integrated mapping provides geographic analysis and visual reference for field and office
personnel.
4. SunGard "ONESolution" has the potential of reducing costs, enhancing transparency
and accountability, improve service delivery, and improving public administration.
Code Enforcement
The software upgrade will provide the ability to incorporate all forms of digital data such as
digital sound files, photos, email and other pertinent document files within each Code case. The
versatility of a Windows -based program provides for a more user-friendly system with the ability
to cross-reference information and other files on planning, licensing, or building activity from the
field in a more efficient manner. Productivity will be enhanced as staff navigates through the
case screens in a more efficient manner, streamlining field operations and reducing the amount
of staff time required for each case. The software also provides built-in storage locations for the
various data files, thus preserving the integrity of case files.
Community Development
The ONESolution software system will be beneficial to the Community Development
Department by providing a software program that other City departments will be able to link to
for project and plan review. This program will increase efficiency by providing a uniform system
for Planning, Public Works, Building and Code Compliance. It will allow Conditions of Approval
to be directly input by individual departments which will reduce errors and streamline processing
of cases. Currently, each department uses different systems for review and there is no
consistent process for project review. ONESolution will also allow tracking of over-the-counter
reviews that are not currently tracked or recorded by Planning, and will eliminate confusion that
occurs when an applicant incorrectly reports to another department the comments made by the
Planning Department.
ONESolution will improve the development process, which benefits the general public and
development community by providing staff with more communication and tracking ability from
other departments. This can be a tool to provide staff with more knowledge about the status and
issues raised with a project during its review period.
Public Works
The Public Works Department supports the upgrade to ONESolution for our central software.
This upgrade will allow departments to collaborate more effectively, reducing the time needed
for completion of many tasks, thereby saving money. The improved efficiency will be a benefit
for all citizens by improving delivery of services.
Staff Report
Approve contract with SUNGard for purchase, installation and training for ONESolution software
March 22, 2012
Page 4 of 5
Finance
The current software package is meeting the needs of Finance staff. However, in the interest of
interdepartmental cooperation, the Finance department will assist in the transition to
ONESolution. Much of the interoperability relies on finance functions such as business
licensing, accounts payable, payroll and cash receipts. In order for the system to operate in a
fully integrated fashion, Finance must be transitioned to the new platform.
Human Resources
The acquisition and implementation of the ONESolution software for Human Resources will
increase effectiveness in many areas. Most importantly, it better integrates with the
payroll/finance system which increases efficiency and accuracy in recordkeeping. In addition,
the ability to seamlessly incorporate Microsoft office products and documents will help us
streamline processes related to FMLA, employee evaluations, injury reporting and disciplinary
actions. The ability for employee entry time recording will increase the accuracy of the
employee time records and free the payroll technician from significant data entry duties each
pay cycle. It will also allow much more dynamic time reporting for employees, such as project
cost reporting, detailed attendance reporting for managers, and leave tracking.
Information Systems
The current hardware that the SUNGard software runs on is expensive to maintain and back up.
By switching to this newer software, the IT department would be able to consolidate all of the
backup, recovery, and disaster planning on one computer platform, making it easier to
administer and more cost effective. There would be an increased workload for the IT
department (as well as all departments) during implementation; however, once the product is
installed the administration would be much easier.
Agency -wide
In this time of cutbacks and budget pressures, an investment like this allows City staff to
continue to provide high standards of customer service and lays a foundation that can be built
upon. Much of our clerical staff has been involved with double or triple data entry because of
the limitations that exist within our current system. With a clerical staff reduction of 41 %, it is
more important than ever to find a way of doing business that will cut unnecessary double data
entry out of our current workflows. ONESolution's new system gives us the foundation to allow
single data entry for departments and makes optimal use of the latest in scanning technologies
to help reduce our dependence on paper.
Additionally, our current system does not have the reporting detail needed for most project
tracking. As a result, much staff time is spent manually tracking projects or using tedious
methods that simply do not satisfy the needs. This new software has much more robust
reporting features that will allow project tracking to be done accurately with the reporting
available in the system, resulting in no additional data entry needed. This new software will also
lay a foundation to enable web -facing services to our customers. This will include the ability to
pay for business licenses online, and interface with the permitting and inspection system.
Staff Report
Approve contract with SUNGard for purchase, installation and training for ONESolution software
March 22, 2012
Page 5 of 5
Fiscal Impact
License fees are due at contract execution in the amount of $65,700. Implementation services
provided by SUNGard, which includes installation, data migration, conversion, and training, is
$252,960, resulting in a total for the software and implementation of $318,660. Ongoing yearly
licensing costs would average $50,000. This would be a savings from our current yearly
maintenance which is $71,000 for software and hardware support. Funds are available in the
equipment replacement fund for FY 2012-2013.
Submitted by:
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Paul S. Gibson
Finance Director / City Treasurer
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Original on File with City
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March 8, 2012
Mr. Clayton Von Helf
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260
Dear Mr. Von Hel£
Please find enclosed 2 SunGard Public Sector Software License and Services Agreements
and 2 SunGard Public Sector Software Maintenance Agreements which have been
executed by an authorized SunGard Public Sector representative.
Upon your approval, please have them executed, return one to my attention to the address
below and retain one for your files.
If you have any questions, please call me at 407-304-3047 or your SunGard Public Sector
Account Executive, Brian Baker at 530-519-0714 X33428.
Sinc ly,
Pat Smith
Contracts Specialist III
Enclosures
SunGard Public Sector Inc., 1000 Business Center Drive, Lake Mary, FL 32746
Contract No. C31700
CUSTOMER NO. City of Palm Desert, CA; CONTRACT NO. PLMD-2118LG-120260
SOFTWARE LICENSE AND SERVICES AGREEMENT
BETWEEN
SunGard Public Sector Inc.
a Florida corporation
with headquarters at:
1000 Business Center Drive
Lake Mary, FL 32746
("SunGard Public Sector")
AND
City of Palm Desert
(for purposes of this Agreement, "Customer")
73-510 Fred Waring Drive
Palm Desert, CA 92260
By the signatures of their duly authorized representatives below, SunGard Public Sector and Customer,
intending to be legally bound, agree to all of the provisions of this Agreement and all Exhibits,
Supplements, Schedules, Appendices, and/or Addenda to this Agreement.
The terms and conditions contained in this Agreement, including prices, will be honored as set forth
herein, provided the Agreement is fully executed and delivered by April 16, 2012.
City of Palm Desert, CA
BY:
PRINT NAME:
PRINT TITLE:
DATE SIGNED:
SunGard Public Sector Inc.
BY: ( :)" (
PRINT NAME Christian Coleman
VP and Controller, SunGard Public Sector Inc
AND TITLE:
DATE SIGNED: g, _rac)1
Page 1 of 11
SPS OneSolution License 10/1/2010 PLMD-2118LG-120260 SPS ONESolution License
Contract No. C31700
THIS AGREEMENT is made between SunGard Public Sector Inc. and Customer as of the Execution
Date. The parties agree as follows:
1. Definitions.
"Baseline" means the general release
version of a Component System as updated to the
particular time in question through both SunGard
Public Sector's warranty services and SunGard
Public Sector's Maintenance Program, but without
any other modification whatsoever.
"Component System" means any one of the
computer software programs which is identified in
Exhibit 1 as a Component System, including all
copies of Source Code, Object Code and all
related specifications, documentation, technical
information, and all corrections, modifications,
additions, improvements and enhancements to
and all Intellectual Property Rights for such
Component System.
"Confidential Information" means non-public
information of a party to this Agreement.
Confidential Information of SunGard Public Sector
includes the Software, all software provided with
the Software, and algorithms, methods,
techniques and processes revealed by the Source
Code of the Software and any software provided
with the Software. Confidential Information does
not include information that: (i) is or becomes
known to the public without fault or breach of the
Recipient; (ii) the Discloser regularly discloses to
third parties without restriction on disclosure; or
(iii) the Recipient obtains from a third party without
restriction on disclosure and without breach of a
non -disclosure obligation.
"Delivery Address" means the Customer
shipping address set forth in Exhibit 1 as the
Delivery Address.
"Delivery Date" means, for each Component
System, the date on which SunGard Public Sector
first ships the Component System to the Delivery
Address F.O.B. SunGard Public Sector's place of
shipment.
"Discloser" means the party providing its
Confidential Information to the Recipient.
"Defect" means a material deviation
between the Baseline Component System and its
documentation, for which Defect Customer has
given SunGard Public Sector enough information
to enable SunGard Public Sector to replicate the
deviation on a computer configuration that is both
comparable to the Equipment and that is under
SunGard Public Sector's control.
"Execution Date" means the latest date
shown on the signature page of this Agreement.
"Equipment" means a hardware and
systems software configuration meeting the
"Equipment" criteria set forth in Exhibit 1.
"Exhibit 1" means, collectively: (i) The
schedule attached to this Agreement which is
marked as "Exhibit 1," including all attached
Software Supplements; and (ii) any schedule also
marked as "Exhibit 1" (also including any attached
Software Supplements) that is attached to any
amendment to this Agreement. Other appendices
to this Agreement are numbered sequentially and
are also "Exhibits."
"Intellectual Property Rights" means all
patents, patent rights, patent applications,
copyrights, copyright registrations, trade secrets,
trademarks and service marks and Confidential
Information.
"Software" means the Component Systems
listed in Exhibit 1.
"Customer Employees" means: (i)
Customer's employees with a need to know; and
(ii) third party consultants engaged by Customer
who have a need to know, who have been pre -
approved by SunGard Public Sector, and who,
prior to obtaining access to the Software, have
executed a SunGard Public Sector -approved non-
disclosure agreement.
"Object Code" means computer programs
assembled, compiled, or converted to magnetic or
electronic binary form on software media, which
are readable and usable by computer equipment.
"Recipient" means the party receiving
Confidential Information of the Discloser.
"Software Supplement" means, with respect
to a Component System, the addendum provided
as part of Exhibit 1 that contains additional terms,
conditions, limitations and/or other information
Page 2 of 11
SPS OneSolution License 10/1/2010
Contract No. C31700
pertaining to that Component System. If any
terms of a Software Supplement conflicts with any
other terms of this Agreement, the terms of the
Software Supplement will control.
"Source Code" means computer programs
written in higher -level programming languages,
sometimes accompanied by English language
comments and other programmer documentation.
2. Right to Grant License and Ownership.
SunGard Public Sector has the right to grant
Customer this license to use the Software. Except
as otherwise indicated in a Software Supplement,
SunGard Public Sector owns the Software.
3. License. Subject to the terms and conditions
of this Agreement, SunGard Public Sector grants
Customer a perpetual, non-exclusive, non-
transferable license to use and copy for use the
Software on the Equipment within the United
States of America for Customer's own, non-
commercial computing operations. Any rights not
expressly granted in this Agreement are expressly
reserved.
(a) Source Code. SunGard Public Sector
has placed the Source Code for those SunGard
Public Sector -proprietary (as opposed to third
party -owned) Component Systems identified in
Exhibit 1 in escrow with Iron Mountain Intellectual
Property Management ("Iron Mountain") pursuant
to a Source Code Escrow Agreement between
Iron Mountain and SunGard Public Sector
("Escrow Agreement"). SunGard Public Sector
updates such Source Code escrow deposits at
least one a calendar year. Such Source Code will
only be made available on the release terms of the
Escrow Agreement, and only to those SunGard
Public Sector licensees that have elected to be
named "Preferred Beneficiaries" under the Escrow
Agreement by executing a Preferred Beneficiary
Acceptance Form and paying Iron Mountain the
beneficiary fee specified by Iron Mountain (as of
the Execution Date, approximately $700 per year).
SunGard Public Sector will provide Licensee with
a copy of the Preferred Beneficiary Acceptance
Form at Licensee's request.
(b) Object Code. Customer has right to use
the Software in Object Code form. Customer also
has the right to use the Software in Object Code
form temporarily on another SunGard Public
Sector -supported configuration, for disaster
recovery of Customer's computer operations.
(c) Documentation. Except as otherwise
provided for in the applicable Software
Supplement, Customer can make a reasonable
number of copies of the documentation for each
Component System for its use in accordance with
the terms of this Agreement.
(d) Restrictions on Use of the Software.
Customer is prohibited from causing or permitting
the reverse engineering, disassembly or
decompilation of the Software. Customer is
prohibited from using the Software to provide
service bureau data processing services or to
otherwise provide data processing services to
third parties. Customer will not allow the Software
to be used by, or disclose all or any part of the
Software to, any person except Customer
Employees. Without limiting the foregoing,
Customer is permitted to allow use of the input
and/or output sensory displays of or from the
Software by third parties on a strict "need to know"
basis, and such use will not be deemed a non -
permitted disclosure of the Software. Customer
will not allow the Software, in whole or in part, to
be exported outside of the United States of
America, in any manner or by any means, without
in each instance obtaining SunGard Public
Sector's prior written consent and, if required, a
validated export license from the Office of Export
Administration within the U.S. Department of
Commerce and such other appropriate United
States governmental authorities.
(e) Intellectual Property Rights Notices.
Customer is prohibited from removing or altering
any of the Intellectual Property Rights notice(s)
embedded in or that SunGard Public Sector
otherwise provides with the Software. Customer
must reproduce the unaltered Intellectual Property
Rights notice(s) in any full or partial copies that
Customer makes of the Software.
4. Services.
(a) Generally. SunGard Public Sector will
provide Customer with the information services
identified in Exhibit 1, for the fees provided in
Exhibit 1.
(b) Additional Services. SunGard Public
Sector can also provide Customer with additional
information services, at SunGard Public Sector's
then -current rates, or at such other rates as are
agreed to by the parties in an amendment to this
Agreement.
(c) Workmanlike Skills. SunGard Public
Sector will render all services under this
Agreement in a professional and workmanlike
manner. SunGard Public Sector will promptly
Page 3 of 11
SPS OneSolution License 10/1/2010
Contract No. C31700
replace any SunGard Public Sector personnel that
are rendering services on -site at a Customer
facility if Customer reasonably considers the
personnel to be unacceptable and provides
SunGard Public Sector with notice to that effect,
provided that such replacement does not violate
any law or governmental regulation applicable to
such personnel replacement.
(d) Conditions On Providing Services. In
each instance in which SunGard Public Sector is
providing Customer with services, SunGard Public
Sector and Customer will develop a project plan
that identifies each party's responsibilities for such
services. The project plan will describe in detail
the tentative schedule and the scope of services
that SunGard Public Sector will provide.
Customer will establish the overall project
direction, including assigning and managing the
Customer's project personnel team. Customer
must assign a project manager who will assume
responsibility for management of the project.
Customer must ensure that the Equipment is
operational, accessible and supported at the times
agreed to by the parties in the project plan. While
SunGard Public Sector is providing such services,
Customer must provide SunGard Public Sector
with such facilities, equipment and support as are
reasonably necessary for SunGard Public Sector
to perform its obligations, including remote access
to the Equipment.
5. Delivery. Except as otherwise provided in
Exhibit 1, SunGard Public Sector will deliver all
Component Systems to Customer at the Delivery
Address.
6. Payment and Taxes.
(a) Payment.
(i) License Fees. Fees for the
Software will be due to SunGard Public Sector as
provided for in Exhibit 1.
(ii) Professional Services Fees.
Except as otherwise provided in Exhibit 1, fees for
professional services will be invoiced on a monthly
basis in arrears and will be due within thirty (30)
days from the date of invoice. Customer will
reimburse SunGard Public Sector for actual travel
and living expenses that SunGard Public Sector
incurs in providing Customer with services under
this Agreement. Such travel and living expenses
will be governed by SunGard Public Sector's
Corporate Travel and Expense Reimbursement
Policy and will be invoiced on a monthly basis in
arrears and due within thirty (30) days from the
date of invoice.
(iii) Late Charge. SunGard Public
Sector will have the right to charge a late fee to
the extent that payment is received later than thirty
(30) days from the date of invoice. Late fees will
be calculated based on a per annum rate equal to
the lesser of: (i) the prime lending rate
established from time to time by Citizens Bank,
Philadelphia, Pennsylvania plus three percent
(3%); and (ii) the highest rate permitted by
applicable law, and will be payable to SunGard
Public Sector on demand.
(b) Taxes. Customer is responsible for
paying all taxes (except for taxes based on
SunGard Public Sector's net income or capital
stock) relating to this Agreement, the Software,
any services provided or payments made under
this Agreement. Applicable tax amounts (if any)
are NOT included in the fees set forth in this
Agreement. If Customer is exempt from the
payment of any such taxes, Customer must
provide SunGard Public Sector with a valid tax
exemption certificate; otherwise, absent proof of
Customer's direct payment of such tax amounts to
the applicable taxing authority, SunGard Public
Sector will invoice Customer for and Customer will
pay to SunGard Public Sector all such tax
amounts.
(c). Scheduled Resource Changes: For
training and on -site project management sessions
which are cancelled at the request of Customer
within fourteen (14) days of the scheduled start
date, Customer is responsible for entire price of
the training or on -site project management plus
incurred expenses.
7. Limited Warranty, Disclaimer of Warranty
and Election of Remedies.
(a) Limited Software Warranty by SunGard
Public Sector and Remedy For Breach. For each
Component System, SunGard Public Sector
warrants to Customer that, for a period of twelve
(12) months after the Delivery Date, the Baseline
Component System, as used by Customer on the
Equipment for its own, non-commercial computing
operations, will operate without Defects. For each
Defect, SunGard Public Sector, as soon as
reasonably practicable and at its own expense, will
provide Customer with an avoidance procedure for
or a correction of the Defect. If, despite its
reasonable efforts, SunGard Public Sector is
unable to provide Customer with an avoidance
procedure for or a correction of a Defect, then,
Page 4 of 11
SPS OneSolution License 10/1/2010
Contract No. C31700
subject to the limitations set forth in Section 16 of
this Agreement, Customer may pursue its remedy
at law to recover direct damages resulting from
the breach of this limited warranty. These
remedies are exclusive and are in lieu of all other
remedies, and SunGard Public Sector's sole
obligations for breach of this limited warranty are
contained in this Section 7(a).
(b) Disclaimer of Warranty. The limited
warranty in Section 7(a) is made to Customer
exclusively and is in lieu of all other warranties.
SUNGARD PUBLIC SECTOR MAKES NO
OTHER WARRANTIES WHATSOEVER,
EXPRESS OR IMPLIED, WITH REGARD TO
ANY SERVICES PROVIDED UNDER THIS
AGREEMENT AND/OR THE SOFTWARE, IN
WHOLE OR IN PART. SUNGARD PUBLIC
SECTOR EXPLICITLY DISCLAIMS ALL
WARRANTIES OF MERCHANTABILITY AND OF
FITNESS FOR A PARTICULAR PURPOSE.
SUNGARD PUBLIC SECTOR EXPRESSLY
DOES NOT WARRANT THAT THE SOFTWARE,
IN WHOLE OR IN PART, WILL BE ERROR
FREE, WILL OPERATE WITHOUT
INTERRUPTION OR WILL BE COMPATIBLE
WITH ANY HARDWARE OR SOFTWARE
OTHER THAN THE EQUIPMENT. CUSTOMER
WAIVES ANY CLAIM THAT THE LIMITED
WARRANTY SET FORTH IN SECTION 7(A) OR
THE REMEDY FOR BREACH OF SUCH
LIMITED WARRANTY FAILS OF ITS
ESSENTIAL PURPOSE.
(c) Abrogation of Limited Warranty. The
limited warranty in Section 7(a) will be null and
void if: (i) anyone (including Customer) other than
SunGard Public Sector modifies the Baseline
Component System; or (ii) Customer does not
implement changes that SunGard Public Sector
provides to correct or improve the Baseline
Component System. If despite any modification of
the Component System, SunGard Public Sector
can replicate the reported problem in the Baseline
Component System as if the problem were a
Defect, then SunGard Public Sector will
nonetheless provide Customer with an avoidance
procedure for or a correction of that reported
problem for use in the Baseline Component
System as though the reported problem were a
Defect.
(d) FAILURE OF ESSENTIAL PURPOSE.
THE PARTIES HAVE AGREED THAT THE
LIMITATIONS SPECIFIED IN SECTIONS 7 AND
16 WILL SURVIVE AND APPLY EVEN IF ANY
LIMITED REMEDY SPECIFIED IN THIS
AGREEMENT IS FOUND TO HAVE FAILED OF
ITS ESSENTIAL PURPOSE, AND
REGARDLESS OF WHETHER CUSTOMER HAS
ACCEPTED ANY SOFTWARE OR SERVICE
UNDER THIS AGREEMENT.
8. Confidential Information. Except as
otherwise permitted under this Agreement, the
Recipient will not knowingly disclose to any third
party, or make any use of the Discloser's
Confidential Information. The Recipient will use at
least the same standard of care to maintain the
confidentiality of the Discloser's Confidential
Information that it uses to maintain the
confidentiality of its own Confidential Information
of equal importance. Except in connection with
the Software and any software provided with the
Software, the non -disclosure and non-use
obligations of this Agreement will remain in full
force with respect to each item of Confidential
Information for a period of ten (10) years after
Recipient's receipt of that item. However,
Customer's obligations to maintain both the
Software and any software provided with the
Software as confidential will survive in perpetuity.
9. Indemnity by SunGard Public Sector.
SunGard Public Sector will defend, indemnify and
hold Customer harmless from and against any
loss, cost and expense that Customer incurs
because of a claim that use of a Baseline
Component System infringes any United States
copyright of others. SunGard Public Sector's
obligations under this indemnification are
expressly conditioned on the following: (i)
Customer must promptly notify SunGard Public
Sector of any such claim; (ii) Customer must in
writing grant SunGard Public Sector sole control of
the defense of any such claim and of all
negotiations for its settlement or compromise (if
Customer chooses to represent its own interests
in any such action, Customer may do so at its own
expense, but such representation must not
prejudice SunGard Public Sector's right to control
the defense of the claim and negotiate its
settlement or compromise); (iii) Customer must
cooperate with SunGard Public Sector to facilitate
the settlement or defense of the claim, (iv) the
claim must not arise from modifications or (with
the express exception of the other Component
Systems and third party hardware and software
specified by SunGard Public Sector in writing as
necessary for use with the Software) from the use
or combination of products provided by SunGard
Public Sector with items provided by Customer or
others. If any Component System is, or in
SunGard Public Sector's opinion is likely to
become, the subject of a United States copyright
Page 5 of 11
SPS OneSolution License 10/1/2010
Contract No. C31700
infringement claim, then SunGard Public Sector,
at its sole option and expense, will either: (A)
obtain for Customer the right to continue using the
Component System under the terms of this
Agreement; (B) replace the Component System
with products that are substantially equivalent in
function, or modify the Component System so that
it becomes non -infringing and substantially
equivalent in function; or (C) refund to Customer
the portion of the license fee paid to SunGard
Public Sector for the Component System(s) giving
rise to the infringement claim, less a charge for
use by Customer based on straight line
depreciation assuming a useful life of five (5)
years. THE FOREGOING IS SUNGARD PUBLIC
SECTOR'S EXCLUSIVE OBLIGATION WITH
RESPECT TO INFRINGEMENT OF
INTELLECTUAL PROPERTY RIGHTS.
10. Term and Termination.
(a) Right of Termination. A party has the
right to terminate this Agreement if the other party
breaches a material provision of this Agreement.
Either party has the right to terminate this
Agreement at any time while an event or condition
giving rise to the right of termination exists. To
terminate this Agreement, the party seeking
termination must give the other party notice that
describes the event or condition of termination in
reasonable detail. From the date of its receipt of
that notice, the other party will have thirty (30)
days to cure the breach to the reasonable
satisfaction of the party desiring termination. If the
event or condition giving rise to the right of
termination is not cured within that period, this
Agreement will automatically be deemed
terminated at the end of that period. However,
notice to SunGard Public Sector of a suspected
Defect will not constitute a notice of termination of
this Agreement.
(b) Effect of Termination. Upon termination
of this Agreement by either party, Customer will
promptly return to SunGard Public Sector or (at
SunGard Public Sector's request) will destroy all
copies of the Software, and will certify to SunGard
Public Sector in writing, over the signature of a
duly authorized representative of Customer, that it
has done so.
(c) Survival of Obligations. All obligations
relating to non-use and non -disclosure of
Confidential Information and indemnity will survive
termination of this Agreement.
(d) Termination Without Prejudice to Other
Rights and Remedies. Termination of this
Agreement will be without prejudice to the
terminating party's other rights and remedies
pursuant to this Agreement.
11. Notices. All notices and other
communications required or permitted under this
Agreement must be in writing and will be deemed
given when: Delivered personally; sent by United
States registered or certified mail, return receipt
requested; transmitted by facsimile confirmed by
United States first class mail; or sent by overnight
courier. Notices must be sent to a party at its
address shown on the first page of this
Agreement, or to such other place as the party
may subsequently designate for its receipt of
notices.
12. Force Maieure. Neither party will be liable to
the other for any failure or delay in performance
under this Agreement due to circumstances
beyond its reasonable control, including Acts of
God, acts of war, accident, labor disruption, acts,
omissions and defaults of third parties and official,
governmental and judicial action not the fault of
the party failing or delaying in performance.
13. Assignment. Neither party may assign any
of its rights or obligations under this Agreement,
and any attempt at such assignment will be void
without the prior written consent of the other party.
For purposes of this Agreement, "assignment" will
include use of the Software for benefit of any third
party to a merger, acquisition and/or other
consolidation by, with or of Customer, including
any new or surviving entity that results from such
merger, acquisition and/or other consolidation.
However, the following will not be considered
"assignments" for purposes of this Agreement:
SunGard Public Sector's assignment of this
Agreement or of any SunGard Public Sector rights
under this Agreement to SunGard Public Sector's
successor by merger or consolidation or to any
person or entity that acquires all or substantially all
of its capital stock or assets; and SunGard Public
Sector's assignment of this Agreement to any
person or entity to which SunGard Public Sector
transfers any of its rights in the Software.
14. No Waiver. A party's failure to enforce its
rights with respect to any single or continuing
breach of this Agreement will not act as a waiver
of the right of that party to later enforce any such
rights or to enforce any other or any subsequent
breach.
15. Choice of Law; Severability. This
Agreement will be governed by and construed
under the laws of the State of Florida, without
Page 6 of 11
SPS OneSolution License 10/1/2010
Contract No. C31700
reference to the choice of laws provisions thereof.
If any provision of this Agreement is illegal or
unenforceable, it will be deemed stricken from the
Agreement and the remaining provisions of the
Agreement will remain in full force and effect.
16. LIMITATIONS OF LIABILITY.
(a) LIMITED LIABILITY OF SUNGARD
PUBLIC SECTOR. SUNGARD PUBLIC
SECTOR'S LIABILITY IN CONNECTION WITH
THE SOFTWARE, ANY SERVICES, THIS
LICENSE OR ANY OTHER MATTER RELATING
TO THIS AGREEMENT WILL NOT EXCEED
THE FEE THAT CUSTOMER ACTUALLY PAID
TO SUNGARD PUBLIC SECTOR (OR, IF NO
DISCRETE FEE IS IDENTIFIED IN EXHIBIT 1,
THE FEE REASONABLY ASCRIBED BY
SUNGARD PUBLIC SECTOR) FOR THE
COMPONENT SYSTEM OR SERVICES GIVING
RISE TO THE LIABILITY.
(b) EXCLUSION OF DAMAGES.
REGARDLESS WHETHER ANY REMEDY SET
FORTH HEREIN FAILS OF ITS ESSENTIAL
PURPOSE OR OTHERWISE, IN NO EVENT
WILL SUNGARD PUBLIC SECTOR BE LIABLE
TO CUSTOMER FOR ANY SPECIAL,
INCIDENTAL, OR CONSEQUENTIAL
DAMAGES, WHETHER BASED ON BREACH OF
CONTRACT, TORT (INCLUDING
NEGLIGENCE), PRODUCT LIABILITY, OR
OTHERWISE, AND WHETHER OR NOT
SUNGARD PUBLIC SECTOR HAS BEEN
ADVISED OF THE POSSIBILITY OF SUCH
DAMAGE.
(c) BASIS OF THE BARGAIN.
CUSTOMER ACKNOWLEDGES THAT
SUNGARD PUBLIC SECTOR HAS SET ITS
FEES AND ENTERED INTO THIS AGREEMENT
IN RELIANCE UPON THE LIMITATIONS OF
LIABILITY AND THE DISCLAIMERS OF
WARRANTIES AND DAMAGES SET FORTH IN
THIS AGREEMENT, AND THAT THE SAME
FORM AN ESSENTIAL BASIS OF THE
BARGAIN BETWEEN THE PARTIES.
17. Entire Agreement. This Agreement contains
the entire understanding of the parties with
respect to its subject matter, and supersedes and
extinguishes all prior oral and written
communications between the parties about its
subject matter. Any purchase order or similar
document which may be issued by Customer in
connection with this Agreement does not modify
this Agreement. No modification of this
Agreement will be effective unless it is in writing, is
signed by each party, and expressly provides that
it amends this Agreement.
Page 7 of 11
SPS OneSolution License 10/1/2010
Contract No. C31700
EXHIBIT 1
Customer: City of Palm Desert
Delivery Address: 73-510 Fred Waring Drive, Palm Desert, CA 92260
SOFTWARE'
Qty
Part #
ONESolution Component System
License Fee
License Fee
Discount
Annual
Subscription
Fee
Net Fee
Common Suite
1
OS-CRCPT
ONESolution Cash Receipts
$ 8,800.00
$ (8,800.00)
$
1
OS -LAND
ONESolution Land Management
11,400.00
(11,400.00)
0.00
Finance, Suite
1
OS -FIN -AP
OS-FIN-BK
ONESolution Accounts Payable w/ Bank Reconciliation
12,400.00
(12,400.00)
0.00
1
OS -FIN -AR
ONESolution Accounts Receivable
10,600.00
0.00
10,600.00
1
OS -FIN -BD
ONESolution Budgeting w/ Budget Item Detail
4,400.00
(4,400.00)
0.00
1
OS -FIN -FA
ONESolution Fixed Assets
10,600.00
0.00
10,600.00
1
OS-FIN-GL
ONESolution General Ledger
30,000.00
(30,000.00)
0.00
1
OS-FIN-JL
ONESolution Job/Project Ledger (included w/ GL)
0.00
0.00
0.00
1
OS -FIN -PO
ONESolution Purchasing
15,000.00
(15,000.00)
0.00
1
OS-FIN-SI
ONESolution Stores Inventory
14,600.00
(14,600.00)
0.00
Payroll & Human Resources, Suite
1
OS-FIN-HR
ONESolution Human Resources
20,700.00
(20,700.00)
0.00
1
OS-PIN-PY
ONESolution Payroll
22,900.00
(22,900.00)
0.00
1
OS-FIN-PB
ONESolution Position Budgeting
4,400.00
(4,400.00)
0.00
1
OS -FIN -TO
ONESolution TimeCard Online (included w/ Payroll)
0.00
0.00
0.00
1
OS-FIN-EO
ONESolution Employee Online [EDGE]
10,600.00
0.00
10,600.00
Tools & Utilities, Suite
1
OS-FIN-CDD
ONESolution Click, Drag & Drill (CDD)
4,200.00
(4,200.00)
0.00
1
OS -FIN -DO
ONESolution Documents Online
12,700.00
(12,700.00)
0.00
1
OS -FIN -ELF
ONESolution Easy Laser Forms (ELF)
4,000.00
(4,000.00)
0.00
1
OS -DESKTOP
ONESolution Desktop
0.00
0.00
0.00
1
OS-OSEC
ONESolution SPSONE Security
0.00
0.00
0.00
Community Development, Suite
1
OS-BPMT
ONESolution Building Permits (&Inspections)
34,200.00
(34,200.00)
0.00
1
OS-BAM
ONESolution Business Account Management (Licensing)
18,300.00
(18,300.00)
0.00
1
OS-CCMP
ONESolution Code Compliance (&Enforcement)
17,100.00
(17,100.00)
0.00
1
OS-PEZ
ONESolution Planning & Engineering (Development)
18,300.00
(18,300.00)
0.00
Component Software, & Other Products
1
OS-GCORENV
[NaviLine] ONESolution Global Core
4,700.00
0.00
4,700.00
1
OS-FCORENV
OS -MKS
OS-MFSR
[NaviLine] ONESolution Finance Core
16,750.00
0.00
16,750.00
1
OS-BICORENV
OS-Q8-1
[NaALine] ONESolution Reporting & BI Core
11,250.00
0.00
11,250.00
1
OS-PACORENV
(NaviLine) ONESolution Public Administration Core
$ 1,200.00
1,200.00
TOTAL LICENSE FEE
$ 317,900.00 1
$ (253,400.00)
$ 1,2 00.00
$ 65,700.00
Notes to Software Table:
' Annual Subscription Fee: The initial annual subscription term for the subscription product(s) listed above
shall commence on the Execution Date of this Agreement and extend for a period of one (1) year.
Thereafter, the subscription terms shall automatically renew for successive one (1) year terms, unless
either party gives the other part written notice of non -renewal at least sixty (60) days prior to expiration of
the then -current term. The then -current fee will be specified by SunGard Public Sector in an annual
invoice to Customer thirty (30) days prior to the expiration of then -current annual period.
Page 8 of 11
SPS OneSolution License 10/1/2010
Contract No. C31700
SERVICES""':
ONESolution Component System
Part #
Professional
Service Fees
Project
Management
InstallRech
Support
Configuration
Mapping
Conversion
Interfaces
Report
Development
Workflow
Development
Training
Audit
Total Service
Fees
Common Suite
ONESolution Cash Receipts
OS-CRCPT
$ 2,080.00
$ 960.00
$ 3,040.00
ONESolution Land Management
OS -LAND
3,200.00
$ 5,250.00
$ 1,040.00
$ 2,200.00
960.00
12,650.00
Finance, Suite
ONESolution Accounts Payable w/ Bank Reconciliation
OS -FIN -AP
OS-FIN-BK
1,280.00
600.00
$ 640.00
640.00
$ 640.00
3,800.00
ONESolution AccountsReceivable
OS -FIN -AR
2,560.00
800.00
1,920.00
1,280.00
6,560.00
ONESolution Budgeting w/ Budget Item Detail
OS -FIN -BD
640.00
640.00
1,280.00
ONESolution Fixed Assets
OS -FIN -FA
960.00
800.00
640.00
640.00
3,040.00
ONESolution General Ledger
OS-FIN-GL
7,040.00
9,625.00
3,200.00
3,200.00
$ 1,280.00
$ 1,280.00
2,560.00
1,280.00
29,465.00
ONESolutionJob/Project Ledger (included w/GL)
OS-FIN-JL
640.00
640.00
1,280.00
ONESolution Purchasing
OS -FIN -PO
640.00
600.00
2,560.00
1,280.00
640.00
5,720.00
ONESolufion Stores Inventory
OS-FIN-SI
640.00
600.00
640.00
640.00
2,520.00
Payroll & Human Resources, Suite
ONESolution Human Resources
OS-FIN-HR
3,200.00
1,200.00
2,560.00
2,560.00
9,520.00
ONESolution Payroll
OS-PIN-PY
5,760.00
3,200.00
1,200.00
1,280.00
2,560.00
3,200.00
17,200.00
ONESolution Position Budgeting
OS-FIN-PB
640.00
800.00
1,280.00
1,280.00
4,000,00
ONESolution TimeCard Online (included w/ Payroll)
OS -FIN -TO
640.00
1,280.00
1,920.00
ONESolution Employee Online [EDGE]
OS-FIN-EO
6,400.00
1,280.00
1,280.00
8,960.00
Tools & Utilities, Suite
ONESolution Click, Drag & Drill (CDD)
OS-FIN-CDD
640.00
640.00
ONESolution Documents Online
OS -FIN -DO
1,280.00
640.00
640.00
2,560.00
ONESolutionEasy Laser Forms (ELF)
OS -FIN -ELF
2,560.00
640.00
3,200.00
ONESolution Desktop
OS -DESKTOP
0.00
ONESolution SPSONE Security
OS-OSEC
0.00
Community Development, Suite
ONESolution Building Permits (&Inspections)
OS-BPMT
2,600.00
520.00
3,120.00
2080.00
5,720.00
6,240.00
20,280.00
ONESolution Business Account Management (Licensin
OS-BAM
2,600.00
520.00
3,120.00
2080.00
5,720.00
3,120.00
17,160.00
ONESolution Code Compliance (&Enforcement)
OS-CCMP
2,600.00
520.00
3,120.00
2080.00
3,120.00
11,440.00
ONESolution Planning & Engineering (Development)
OS-PEZ
2,600.00
520.00
3,120.00
2080.00
6,240.00
6,240.00
20,800.00
Component Software, & Other Products
[NaviLine] ONESolution Global Core
OS-GCORENV
0.00
[NaviLine] ONESolution Finance Core
OS-FCORENV
OS -MKS
OS-MFSR
0.00
[NaviLine] ONESolution Reporting & 81 Core
OS-
BICORENV
640.00
640.00
Additional Services
Report Writing - Development
$ 6,400.00
6,400.05
Additional Configuration
5,120.00
5,120.00
Administration - End UserTraining (on site)
35,840.00
35,840.00
Workflow- Development
11,520.00
11,520.00
Conversion Hours (Fixed Assets and Accounts
Receivable)
6,400.00
�$2_1.12101
6,400.00
TOTAL SERVICE FEE
$17,920.00
$ 28,480.00
-$16-,95-50-Ot
$47,1201
$26,720.00 1
$ 640.00 1
$ 2,660.00
$ 76,320.00
$14,720.00
$ 252,955.00
Notes to Services Table:
1 Pricing is a good faith estimate based on the information available to SunGard Public Sector at the time
of execution of this Agreement. The total amount that Customer will pay for these services (i.e., the
"TOTAL SERVICES FEE") will vary based on the actual number of hours of services required to complete
the services. If required, additional services will be provided on a time and materials basis at hourly rates
equal to SunGard Public Sector's then -current list price rates for the services at issue.
2 Travel and living expenses are additional and will be billed monthly as SunGard Public Sector renders
the services.
Page 9 of 11
SPS OneSolution License 10/1/2010
Contract No. C31700
PAY AGENCY PRODUCTS: NONE
SUMMARY OF COSTS
Price
Component Systems
$ 65,700.00
Services
252,955.00
Subscription Fees
1,200.00
Total
$ 319,855,00
APPLICABLE TAXES ARE NOT INCLUDED IN THIS EXHIBIT 1, AND, IF APPLICABLE, WILL BE
ADDED TO THE AMOUNT IN THE PAYMENT INVOICE(S) BEING SENT SEPARATELY TO THE
CUSTOMER.
The amounts noted above shall be payable as follows:
License Fee: 50% due upon execution ($32,850), and 50% due July 1, 2012 ($32,850).
Installation: On invoice, upon completion.
Project Management: On invoice, as incurred.
Project Planning Fees: On invoice, as incurred.
Training Fees: On invoice, as incurred.
Professional Services Fees (includes Configuration Mapping, Report Development, Workflow
Development, Interface Service Fees and Audit): On invoice, as incurred.
Conversion Fees: On invoice, as incurred.
Custom Modification Fees: On invoice, as incurred.
Implementation Services Fee: On invoice, as Incurred.
Initial Annual Subscription Fees: 100% on the Execution Date
EQUIPMENT: Host(s) or client server configuration(s) and/or combinations of host(s) and client server
configuration(s) within the United States of America for which SunGard Public Sector supports the
Software. Customer acknowledges that certain Component Systems of the Software may require specific
host or client configurations. Customer, as soon as reasonably practicable, will provide a detailed written
description of the Equipment so that SunGard Public Sector can confirm that it is a configuration on which
SunGard Public Sector supports use of the Software.
NOTICE: To use any of the Software, Customer must also obtain, Install on the Equipment and maintain
SunGard Public Sector -supported versions of certain software products and software/hardware
peripherals. By this notice, SunGard Public Sector is advising Customer that Customer should consult
with its SunGard Public Sector Professional Services representative to obtain a written listing of such
necessary software products and software/hardware peripherals.
Number of Software Supplements Attached: 1
Page 10 of 11
SPS OneSolutlon Memo 10l=i()
Contract No. C31700
PAY AGENT SUPPLEMENT
1. Additional Definitions. "Pay Agency Products" means the products and services of those vendors
(in each case, a "Vendor") that are identified in an Exhibit 1 (the "Pay Agency Products").
2. Pay Agent Designation. Customer designates SunGard Public Sector as Customer's pay agent for
data processing related purchases and acquisitions, for the sole and exclusive purpose of allowing
SunGard Public Sector, on behalf of Customer, to make payment to each Vendor for Customer's
procurement of the Pay Agency Products under the terms and conditions of agreements (each a "Vendor
Agreement") to be executed and made by and between Customer and Vendor. Customer covenants and
agrees that it will promptly take all actions reasonably necessary to effect such designation of SunGard
Public Sector as Customer's pay agent as provided for in this Section 2; and SunGard Public Sector
covenants and agrees that, promptly after receipt of payment from Customer, SunGard Public Sector will
make payment to each Vendor for Customer's procurement of the Pay Agency Products.
3. Pay Agency Products Procurement. SunGard Public Sector will, as soon as reasonably practicable,
obtain for Customer, as Customer's pay agent, the Pay Agency Products from the Vendor, FOB Vendor's
place of business, for use by Customer in each instance pursuant to the applicable Vendor Agreement.
SunGard Public Sector will remit payments made to SunGard Public Sector by Customer promptly upon
customary terms for the Pay Agency Products to the Vendor on behalf of Customer. CUSTOMER IS
HEREBY ADVISED THAT VENDOR, AND NOT SUNGARD PUBLIC SECTOR, ASSUMES ALL
RESPONSIBILITY FOR AND LIABILITY IN CONNECTION WITH THE PAY AGENCY PRODUCTS. SUNGARD
PUBLIC SECTOR IS NOT AUTHORIZED TO MAKE ANY REPRESENTATIONS OR WARRANTIES THAT ARE
BINDING UPON VENDOR OR TO ENGAGE IN ANY OTHER ACTS THAT ARE BINDING UPON VENDOR,
EXCEPTING SPECIFICALLY THAT SUNGARD PUBLIC SECTOR IS AUTHORIZED TO REPRESENT THE
FEES FOR THE PAY AGENCY PRODUCTS AS THE SAME IS PROVIDED FOR IN EXHIBIT 1 AND TO ACCEPT
PAYMENT OF SUCH AMOUNTS FROM CUSTOMER ON BEHALF OF VENDOR. IN NO EVENT WILL
SUNGARD PUBLIC SECTOR BE DEEMED TO HAVE TAKEN TITLE OR ANY SIMILAR RIGHT OR INTEREST
IN OR OF ANY PAY AGENCY PRODUCTS IN THE CHAIN OF DISTRIBUTION TO CUSTOMER, AND TITLE OR
SUCH SIMILAR RIGHT OR INTEREST IN OR TO THE PAY AGENCY PRODUCTS WILL BE DEEMED TO VEST
IN CUSTOMER ONLY AS OTHERWISE PROVIDED FOR IN THE VENDOR AGREEMENT.
4. Term of Pay Agency. SunGard Public Sector's status as Customer's pay agent will expire promptly
after SunGard Public Sector remits payment of the Pay Agency Products license fee to Vendor on behalf of
Customer.
5. Disclaimer of Warranties. Customer agrees and understands that SUNGARD PUBLIC SECTOR
MAKES NO WARRANTIES WHATSOEVER, EXPRESSED OR IMPLIED, WITH REGARD TO THE PAY
AGENCY SOFTWARE. ALL WARRANTIES (IF ANY) ARE PROVIDED TO CUSTOMER BY VENDOR.
SUNGARD PUBLIC SECTOR EXPLICITLY DISCLAIMS ALL WARRANTIES OF MERCHANTABILITY
AND FITNESS FOR A PARTICULAR PURPOSE.
6. LIMITATIONS OF LIABILITY.
(a) LIMITED LIABILITY OF SUNGARD PUBLIC SECTOR. EXCEPT FOR ITS OBLIGATION TO
REMIT PAYMENT RECEIVED FROM CUSTOMER TO THE VENDOR PURSUANT TO THIS
AGREEMENT, SUNGARD PUBLIC SECTOR WILL HAVE NO LIABILITY WHATSOEVER IN
CONNECTION WITH THE PAY AGENCY SOFTWARE. IN NO EVENT WILL SUNGARD PUBLIC
SECTOR BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL AND/OR
OTHER DAMAGES WHATSOEVER, WHETHER BASED ON BREACH OF CONTRACT, TORT
(INCLUDING NEGLIGENCE), PRODUCT LIABILITY, OR OTHERWISE, AND WHETHER OR NOT
SUNGARD PUBLIC SECTOR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
Page 11 of 11
SPS OneSolution License 10/1/2010
Contract No. C31700B
SOFTWARE MAINTENANCE AGREEMENT
BETWEEN
SunGard Public Sector Inc.
a Florida corporation
with headquarters at:
1000 Business Center Drive
Lake Mary, FL 32746
("SunGard Public Sector")
AND
City of Palm Desert
(for purposes of this Agreement, "Customer")
73-510 Fred Waring Drive
Palm Desert, CA 92260
By the signatures of their duly authorized representatives below, SunGard Public Sector and Customer,
intending to be legally bound, agree to all of the provisions of this Agreement and all Exhibits,
Supplements, Schedules, Appendices, and/or Addenda to this Agreement.
City of Palm Desert, CA SunGard Public Sector Inc.
BY: BY:
Christian Coleman
PRINT NAME: PRINT NAM
E�/P and Controller, SunGard Public Sector Inc
AND TITLE:
PRINT TITLE:
DATE SIGNED: DATE SIGNED: '&,
Page 1 of 7
SPS OneSolution Maintenance 10/1/2010 PLMD-2118LG-SPS ONESolutionMaintenance
Contract No. C31700B
THIS AGREEMENT is entered into between SunGard Public Sector and Customer on the Execution
Date.
SunGard Public Sector and Customer have entered into a Software License and Services Agreement
dated as of the Execution Date (the "License Agreement") for the Software. Customer desires that
SunGard Public Sector provide Maintenance and Enhancements for and new releases of the Baseline
Software identified in Exhibit 1 on the terms and conditions contained in this Agreement, and for the
Custom Modifications identified in Exhibit 1 on the terms and conditions of this Agreement. Accordingly,
the parties agree as follows:
1. Incorporation By Reference. Sections 1
(Definitions), 8 (Confidential Information) and
11 through 15, inclusive (Notices, Force
Majeure, Assignment, No Waiver and Choice
of Law; Severability, respectively) of the
License Agreement are incorporated into this
Agreement by this reference as fully as if
written out below. If any provision
incorporated by reference from the License
Agreement conflicts with any provision of this
Agreement, the provision of this Agreement
will control.
2. Additional Definitions.
"Contract Year" means, with respect to
each Baseline Component System and
Custom Modification, each one (1) year period
beginning on the Execution Date or the
anniversary thereof, and ending one (1) year
thereafter.
"Custom Modification" means a change
that SunGard Public Sector has made at
Customer's request to any Component
System in accordance with a SunGard Public
Sector -generated specification, but without
any other changes whatsoever by any person
or entity. Each Custom Modification for which
SunGard Public Sector will provide Customer
with Improvements is identified in Exhibit 1.
"Defect" has the meaning ascribed to
that term in the License Agreement, and
further, with regard to each Custom
Modification, means a material deviation
between the Custom Modification and the
SunGard Public Sector -generated
specification and documentation for such
Custom Modification, and for which Defect
Customer has given SunGard Public Sector
enough information to enable SunGard Public
Sector to replicate the deviation on a
computer configuration that is both
comparable to the Equipment and that is
under SunGard Public Sector's control.
"Enhancements" means general release (as
opposed to custom) changes to a Baseline
Component System or Custom Modification which
increase the functionality of the Baseline Component
System or Custom Modification in question.
"Improvements" means, collectively,
Maintenance, Enhancements and New Releases
provided under this Agreement.
"Maintenance" means using reasonable efforts
to provide Customer with avoidance procedures for or
corrections of Defects. The hours during which
Maintenance will be provided for each Component
System, the targeted response times for certain
defined categories of Maintenance calls for each
Component System and Custom Modification, and
other details and procedures (collectively, the
"Maintenance Standards") relating to the provision of
Maintenance for each Component System and Custom
Modification are described in attached Exhibit 2.
"New Releases" means new editions of a
Baseline Component System or Custom Modification,
as applicable.
"Notification" means a communication to
SunGard Public Sector's help desk by means of: (i)
SunGard Public Sector's web helpline; (ii) the
placement of a telephone call; or (iii) the sending of an
e-mail, in each case, in accordance with SunGard
Public Sector's then -current policies and procedures
for submitting such communications.
3. Services.
(a) Types of Services. During the term of this
Agreement, SunGard Public Sector will provide
Customer with Maintenance for, Enhancements of,
and New Releases of each Baseline Component
System and each Custom Modification identified in
Exhibit 1.
Page 2 of 7
SPS OneSolution Maintenance 10/1/2010 PLMD-2118LG-SPS ONESolutionMaintenance
Contract No. C31700B
(b) Limitations. All Improvements will be
part of the applicable Baseline Component
System/Custom Modification, and will be
subject to all of the terms and conditions of
the License Agreement and this Agreement.
Customer must provide SunGard Public
Sector with such facilities, equipment and
support as are reasonably necessary for
SunGard Public Sector to perform its
obligations under this Agreement, including
remote access to the Equipment.
4. Payment and Taxes.
(a) Maintenance Fees. For the
Improvements, Customer will pay SunGard
Public Sector the amount provided for in
Exhibit 1 as the "Payment Amount" for the first
Contract Year. For each Contract Year
subsequent to the initial Contract Year,
SunGard Public Sector reserves the right to
increase the Improvements fees. Fees for
Improvements for a Baseline Component
System/Custom Modification are due on the
first day of the first month of the Contract Year
for that Baseline Component System/Custom
Modification.
(b) Additional Costs. Customer will also
reimburse SunGard Public Sector for actual
travel and living expenses that SunGard
Public Sector incurs in providing Customer
with Improvements under this Agreement, with
reimbursement to be on an as -incurred basis.
Such travel and living expenses will be
governed by SunGard Public Sector's
Corporate Travel and Expense
Reimbursement Policy, will be invoiced on a
monthly basis in arrears and due within thirty
(30) days from the date of invoice. Customer
will also reimburse SunGard Public Sector for
all charges incurred in connection with
accessing Equipment.
(c) Taxes. Customer is responsible for
paying all taxes (except for taxes based on
SunGard Public Sector's net income or capital
stock) relating to this Agreement, the
Improvements, any services provided or
payments made under this Agreement.
Applicable tax amounts (if any) are NOT
included in the fees set forth in this
Agreement. If Customer is exempt from the
payment of any such taxes, Customer must
provide SunGard Public Sector with a valid tax
exemption certificate; otherwise, absent proof
of Customer's direct payment of such tax
amounts to the applicable taxing authority,
SunGard Public Sector will invoice Customer for and
Customer will pay to SunGard Public Sector all such
tax amounts.
(d) Late Charges. Customer will pay each
SunGard Public Sector invoice by no later than thirty
(30) days after receipt. Late payments are subject to a
late charge equal to the lesser of: (i) the prime lending
rate established from time to time by Citizens Bank,
Philadelphia, Pennsylvania plus three percent (3%); or
(ii) the highest rate permitted by applicable law.
5. Term. This Agreement will remain in full force
and effect throughout the initial Contract Year. After
the initial Contract Year, this Agreement will renew for
an additional Contract Year unless, at least six (6)
months prior to the expiration of the initial Contract
Year, Customer notifies SunGard Public Sector in
writing of Customer's intent not to renew the
Agreement for the second Contract Year. After the
second Contract Year, this Agreement will
automatically be extended for consecutive Contract
Years on a year-to-year basis unless either party
notifies the other in writing of its intent not to extend
this Agreement for any particular Baseline Component
System/Custom Modification at least six (6) months
prior to the expiration of the then -current Contract
Year.
6. Disclaimer of Warranties. Customer agrees and
understands that SUNGARD PUBLIC SECTOR
MAKES NO WARRANTIES WHATSOEVER,
EXPRESSED OR IMPLIED, WITH REGARD TO ANY
IMPROVEMENTS AND/OR ANY OTHER MATTER
RELATING TO THIS AGREEMENT, AND THAT
SUNGARD PUBLIC SECTOR EXPLICITLY
DISCLAIMS ALL WARRANTIES OF
MERCHANTABILITY AND FITNESS FOR A
PARTICULAR PURPOSE. FURTHER, SUNGARD
PUBLIC SECTOR EXPRESSLY DOES NOT
WARRANT THAT A COMPONENT SYSTEM, ANY
CUSTOM MODIFICATION OR ANY
IMPROVEMENTS WILL BE USABLE BY
CUSTOMER IF THE COMPONENT SYSTEM OR
CUSTOM MODIFICATION HAS BEEN MODIFIED
BY ANYONE OTHER THAN SUNGARD PUBLIC
SECTOR, OR WILL BE ERROR FREE, WILL
OPERATE WITHOUT INTERRUPTION OR WILL BE
COMPATIBLE WITH ANY HARDWARE OR
SOFTWARE OTHER THAN THE EQUIPMENT.
7. Termination. A party has the right to terminate
this Agreement if the other party breaches a material
provision of this Agreement. Either party has the right
to terminate this Agreement at any time while an event
or condition giving rise to the right of termination
exists. To terminate this Agreement, the party seeking
Page 3 of 7
SPS OneSolution Maintenance 10/1/2010 PLMD-2118LG-SPS ONESolutionMaintenance
Contract No. C31700B
termination must give the other party notice
that describes the event or condition of
termination in reasonable detail. From the
date of its receipt of that notice, the other party
will have thirty (30) days to cure the breach to
the reasonable satisfaction of the party
desiring termination. If the event or condition
giving rise to the right of termination is not
cured within that period, then the party
seeking to terminate this Agreement can
effect such termination by providing the other
party with a termination notice that specifies
the effective date of such termination.
Termination of this Agreement will be without
prejudice to the terminating party's other rights
and remedies pursuant to this Agreement.
8. LIMITATIONS OF LIABILITY.
(a) LIMITED LIABILITY OF SUNGARD
PUBLIC SECTOR. SUNGARD PUBLIC
SECTOR'S LIABILITY IN CONNECTION
WITH THE IMPROVEMENTS OR ANY
OTHER MATTER RELATING TO THIS
AGREEMENT WILL NOT EXCEED THE
FEES THAT CUSTOMER ACTUALLY PAID
TO SUNGARD PUBLIC SECTOR FOR THE
IMPROVEMENTS FOR THE YEAR THAT
SUCH LIABILITY ARISES.
(b) EXCLUSION OF DAMAGES.
REGARDLESS OF WHETHER ANY
REMEDY SET FORTH HEREIN FAILS OF
ITS ESSENTIAL PURPOSE OR OTHERWISE, IN NO
EVENT WILL SUNGARD PUBLIC SECTOR BE
LIABLE TO CUSTOMER FOR ANY SPECIAL,
INCIDENTAL, OR CONSEQUENTIAL DAMAGES,
WHETHER BASED ON BREACH OF CONTRACT,
TORT (INCLUDING NEGLIGENCE), PRODUCT
LIABILITY, OR OTHERWISE, AND WHETHER OR
NOT SUNGARD PUBLIC SECTOR HAS BEEN
ADVISED OF THE POSSIBILITY OF SUCH
DAMAGE.
(c) BASIS OF THE BARGAIN. CUSTOMER
ACKNOWLEDGES THAT SUNGARD PUBLIC
SECTOR HAS SET ITS FEES AND ENTERED INTO
THIS AGREEMENT IN RELIANCE UPON THE
LIMITATIONS OF LIABILITY AND THE
DISCLAIMERS OF WARRANTIES AND DAMAGES
SET FORTH IN THIS AGREEMENT, AND THAT THE
SAME FORM AN ESSENTIAL BASIS OF THE
BARGAIN BETWEEN THE PARTIES.
9. Entire Agreement. This Agreement contains the
entire understanding of the parties with respect to its
subject matter, and supersedes and extinguishes all
prior oral and written communications between the
parties about its subject matter. Any purchase order
or similar document which may be issued by
Customer in connection with this Agreement does not
modify this Agreement. No modification of this
Agreement will be effective unless it is in writing, is
signed by each party, and expressly provides that it
amends this Agreement.
Page 4 of 7
SPS OneSolution Maintenance 10/1/2010 PLMD-2118LG-SPS ONESolutionMaintenance
Contract No. C31700B
EXHIBIT 1
Customer: City of Palm Desert, CA
COMMENCEMENT DATE: June 1, 2012
CONTRACT YEAR: The Initial Contract Term (Commencement Date) of this Agreement shall be from June 1, 2012
through May 31, 2013 ("Initial Term") to be paid annually per the below fees. Each subsequent Contract Year begins on the
anniversary of the Commencement Date. Thereafter, this Agreement can be renewed for successive one (1) year terms by
payment of the then -current annual Support Services Fee.
Qty
Part #
Component System
Initial Payment
Amount
Common Suite
1
OS-CRCPT
ONESolution Cash Receipts
$ 1,410.00
1
OS -LAND
ONESolution Land Management
1,820.00
Finance, Suite
1
OS -FIN -AP
OS-FIN-BK
ONESolution Accounts Payable w/ Bank Reconciliation
1,980.00
1
OS -FIN -AR
ONESolution Accounts Receivable
1,700.00
1
OS -FIN -BD
ONESolution Budgeting w/ Budget Item Detail
700.00
1
OS -FIN -FA
ONESolution Fixed Assets
1,700.00
1
OS-FIN-GL
ONESolution General Ledger
4,800.00
1
OS-FIN-JL
ONESolution Job/Project Ledger (included w/ GL)
0.00
1
OS -FIN -PO
ONESolution Purchasing
2,400.00
1
OS-FIN-SI
ONESolution Stores Inventory
2,340.00
Payroll & Human Resources, Suite
1
OS-FIN-HR
ONESolution Human Resources
3,310.00
1
OS-PIN-PY
ONESolution Payroll
3,660.00
1
OS-FIN-PB
ONESolution Position Budgeting
700.00
1
OS -FIN -TO
ONESolution TimeCard Online (included w/ Payroll)
0.00
1
OS-FIN-EO
ONESolution Employee Online [EDGE]
1,700.00
Tools & Utilities, Suite
1
OS-FIN-CDD
ONESolution Click, Drag & Drill (CDD)
670.00
1
OS -FIN -DO
ONESolution Documents Online
0.00
1
OS -FIN -ELF
ONESolution Easy Laser Forms (ELF)
640.00
1
OS -DESKTOP
ONESolution Desktop
0.00
1
OS-OSEC
ONESolution SPSONE Security
0.00
Community Development, Suite
1
OS-BPMT
ONESolution Building Permits (&Inspections)
5,470.00
1
OS-BAM
ONESolution Business Account Management (Licensing
2,930.00
1
OS-CCMP
ONESolution Code Compliance (&Enforcement)
2,740.00
1
OS-PEZ
ONESolution Planning & Engineering (Development)
2,930.00
Component Software, & Other Products
1
OS-GCORENV
[NaviLine] ONESolution Global Core
970.00
1
OS-FCORENV
OS -MKS
OS-MFSR
[NaviLine] ONESolution Finance Core
3,350.00
1
OS-BICORENV
OS-Q8-1
[NaviLine] ONESolution Reporting & BI Core
2,250.00
1
OS-PACORENV
(Navil-ine) ONESolution Public Administration Core
1,200.00
PAYMENT AMOUNT
$ 51,370.00
Page 5 of 7
SPS OneSolution License 10/1/2010
Contract No. C31700B
Improvements fees are due thirty (30) days prior to the commencement of the Contract Year for which such fees are
being remitted Improvement fees for any Contract Year subsequent to the second full Contract Year are subject to
change and will be specified by SunGard Public Sector in an annual invoice.
APPLICABLE TAXES ARE NOT INCLUDED IN THIS EXHIBIT 1, AND, IF APPLICABLE, WILL BE ADDED TO
THE AMOUNT IN THE PAYMENT INVOICE(S) BEING SENT SEPARATELY TO THE CUSTOMER.
NOTE:
Customer and SunGard Public Sector are parties to a separate written agreement ("Legacy Agreement") under which
SunGard Public Sector is providing Customer with maintenance and support services for SunGard Public Sector's HTE brand
software system ("Legacy Software"). SunGard Public Sector will continue to provide Customer with maintenance and
support services for the Legacy Software in accordance with the terms of and for the fees specified in the Legacy Agreement
through the expiration of the one year period that is in effect as of the Execution Date ("Current Legacy Period"). The day of
expiration of the Current Legacy Period will be the "Commencement Date" for purposes of this Agreement. Customer's
maintenance subscription for the Legacy Software will not renew under the Legacy Agreement for any period after the
expiration of the Current Legacy Period.
If, during the time in question, Customer is paying for and receiving Improvements for the Baseline Component Systems
identified above under this Agreement, then, at the expiration of the Current Legacy Period, SunGard Public Sector will also
provide Customer with Defect corrections and avoidance procedures (but not with New Releases of and Enhancements) for
the Legacy Software pursuant to this Agreement, at no additional fee, until the earlier of: (a) three (3) years following the
expiration of the Current Legacy Period; or (b) the date that Customer begins using all of the Component Systems identified in
the table above in a production mode.
For the period from the Execution Date through the Commencement Date, SunGard Public Sector will provide Customer with
Improvements for the Baseline Component Systems and Baseline Customizations identified in the table above in
consideration of Customer's payment of the maintenance and support fees for the Legacy Software through the expiration of
the Current Legacy Period.
The Legacy Software is defined as follows:
Legacy Software
Navi - Building Permits - BP
Navi - Code Enforcement - CE
Navi - Cash Receipts - CR
Navi - GMBA/Extended Reporting - GM/ER
Navi - Land/Parcel Management - LX
Navi - Occupational Licenses - OL
Navi - Purchasing Inventory - PI
Navi - Payroll/Personnel - PR
Navi - Document Management Services - DX
Human Resources - HR
Navi - Planning/Engineering - PZ
QRep Catalog (BP,CE, CR, GM,LXOL,PZ,HR) - CJ
Retrofit Modifications (55)
*Notwithstanding anything to the contrary, Customer shall continue to be responsible for payment
of charges associated with third party products (QRep Web Anonymous, VeriSign Digital
Certificate, ACOM) until receipt of effective written notice of termination for the subsequent term.
Third Party`
QRep Administrator (1 user) - CG
QRep End User (9 user) - CG
Page 6 of 7
SPS OneSolution License 10/1/2010
Contract No. C31700B
EXHIBIT 2
Maintenance Standards
Hours During Which SunGard Public Sector's Telephone Support Will be Available to Customer in
Connection with the Provision of Maintenance: Unless otherwise noted in Exhibit 1, support hours are
Monday through Friday, 7:00 A.M. to 6:00 P.M. Customer's Local Time within the continental United States,
excluding holidays ("5xl1").
It. Targeted Response Times. With respect to SunGard Public Sector's Maintenance obligations, SunGard
Public Sector will use diligent, commercially reasonable efforts to respond to Notifications from Customer
relating to the Baseline Component Systems/Custom Modifications identified in Exhibit 1 of this Agreement in
accordance with the following guidelines with the time period to be measured beginning with the first
applicable SunGard Public Sector "Telephone Support" hour occurring after SunGard Public Sector's receipt
of the Notification:
Priority
Description
Response Goal*
Resolution Goal*
Urgent
A support issue shall be considered Urgent when it
SunGard Public Sector
Although resolution
1
produces a Total System Failure; meaning SunGard
has a stated goal to
times vary depending on
Public Sector's Component Systems are not performing
respond within 60
the exact issue and
a process that has caused a complete work stoppage.
minutes of the issue
customer environment,
being reported and have
SunGard Public Sector
a resolution plan within
has a stated goal to
24 hours.
resolve an urgent issue
within 24 hours OR
Critical
A support issue shall be considered Critical when a
SunGard Public Sector
2
critical failure in operations occurs; meaning SunGard
has a stated goal to
provide a resolution
Public Sector's Component Systems are not performing
respond within two
plan with urgent issues
a critical process and prevents the continuation of basic
hours of the issue being
within 24 hours of the
operations. Critical problems do not have a
reported.
issue being reported.
workaround. This classification does not apply to
intermittent problems.
A resolution plan details
the steps necessary to
Non-
A support issue shall be considered Non -Critical when
SunGard Public Sector
Critical
a non critical failure in operations occurs; meaning
has a stated goal to
understand and possibly
3
SunGard Public Sector's Component Systems are not
respond within four
resolve the issue.
performing non -critical processes, but the system is still
hours of the issue being
usable for its intended purpose or there is a
reported.
workaround.
Minor
A support issue will be considered Minor when the
SunGard Public Sector
4
issue causes minor disruptions in the way tasks are
has a stated goal to
performed, but does not affect workflow or operations.
respond within 24
This may include cosmetic issues, general questions,
hours of the issue being
and how to use certain features of the system.
reported.
* Measured from the moment a Case number is created. As used herein a "Case number" is created when a) SunGard
Public Sector's support representative has been directly contacted by Customer either by phone, email, in person, or
through SunGard Public Sector's online support portal, and b) when SunGard Public Sector's support representative
assigns a case number and conveys that case number to the Customer.
Page 7 of 7
SPS OneSolution License 10/1/2010