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HomeMy WebLinkAbout2010-200 Agrmt - PDSI CUll/mer R(.'!'isirlll J)a,e: 01//9/09 IijTeleStaff . SOFTWARE LICENSE AGREEMENT TELESTAFF LICENSE AND ANNUAL SERVICE AGREEMENT This Agreement rAGREEMENT.) made by and between Principal Decision Systemslntern&tlonal ("PCSI") thai Ma Us prIncipal place of business at 60 Corporale Park. Irvine, CA 92806. and Ashland Pollee rCUSTOMER"), that has its principal place of business at 1165 East Main St. Aahland, OR 97620, for the exclusive use of CUSTOMER shall bo subject to lhe following lenns and condillone: Whereas, PDSI haa developed a tofecommunlcallonslcomputer technology, whIch co.Relsts of cerialn so(lWarG known as TELESTAFF; and Whereas, PCSllmposes certaIn IIcen8e requIrement. on cUstomer. desirous of purchaefng a Ifcense for TELESTAFF software (TELESTAFF); and Whereas, CUSTOMER wishes to contraot wllh PCSI to: (1) license ful! use of purchaseel TELESTAFF modules. (2) train CUSTOMER on Ita c:=onnguratJon end use, and (3) support dally use of TELESTAFF; and Whereas, PDSlls willing to c:=onlracl with CUSTOMER to: (1) grant CUSTOMER B llcenee for full use of purdlased TELESTAFF modules, (2) traIn CUSTOMER on lie conngurallon and uso, and (3) support dally use of TElESTAFF; Now, therefore, In conslderalfon 0' lhe mutual eovenants and agreements herein contalned end olhar good Bnd valu&ble consideration, the receipt and sufficiency of Yotllch Is hereby acknowledged, end Intandlng to be legally bound hereby. POSI and CUSTOMER do hereby agree as follows: 1. OwnerahlD and L1e-8oaB ofTELESTAFF Except 8U provJded hereTn at paragraph :z. POS) hereby granls to CUSTOMER a license lo use TELESTAFF III obJeel code fonn. CUSTOMER shall abIde by Ihe terms and conditions of thla lfeenll8 BS stated herein. The parl!eu recognize and aCknowtedge thst o'M1eJshlp ot TElESTAFF shall remaIn v,Uh POSJ. 2. CODwloht and ProDr/etQrv Plotecl1on. (a) TELESTAFF Is owned by POSI, and Is protected by Unl!ed Slalea and fnlemaUonal copyright laws enellnternatIonal trade provisions. CUSTOMER mUst treal TELESTAFF like any other copyrIghted material. This License and CUSTOMER". right to use TELESTAFF shalllermlnate automatically If CUSTOMER violates any part ollhls AGREEMENT. In the event of temllnatlon for any reason olher Ihan non.renewal of Service and Support as de8crlbed herein at SecUon 10, CUSTOMER shalllmmecllatery eease aU use of TELESTAFF. and custOMER Bgrees not to uharo any technlool documentallon wllh other partfes. CUSTOMER shsfl have sixty days aOer the dato SeNlee and Support concludes to mIgrate (0 anolher solution, PDSlshalloffer support for migration 8elMtloe on a lime anel materials basis. (b) CUSTOMER .holl nol: (II) Modlry TELESTAFF and/or merge It Into enothor prograll1 for CUSTOMER use except by express, wrlllen permissIon from POSI. Any portion of TELEsrAFF merged Into another program following the express. writlen permissIon from POSI wil bo OubJecllo thalarm. or Ihls AGREEMENT; Reverse englneer. diSASsemble, decomplfe. or make any attempt 10 drsQOver Ihe source code or methodology of TELESTAFF; Copy TELESTAFF for any reason other than to make one backup copy In machlne-readable fonn for archrvaJ purposea; Use uoftware other than TELESTAFF to connect dlrecUy to the Sybaae database to perfonn TELESTAFF fUMtfona on thG assiGned dalebaso, except for 8;Oftwero used by CUSTOMER for aUdillnG, security, backup, or related purpoStl8. CUSTOMeR I8cknowledgea that dlreo. connootlon to the dalobase for purposes other lhan those elated violates (he OEM ogrsoment between PDSll8nd sybase. (I) (U1) (Iv) (Y) In tha event PCSI ends oporaUonB. entsra bankruptcy, or divests Itaelf of TELESTAFF software In any Witi, the CUSTOMER shall have accost to TELESTAFF aouree code, malnlaInedln escrow, ror the sole purpose otmalnlatnlng thB software to meet the CUSTOMER'S operating needs. Under Ihese efrcumatences CUSTOMER shaD nol share aourc.e c:=ode 'Mth any party other Ihan PDSI and Ita deslgneea. Te/estaN Uconse Agreemonf Lastupds/.d: 10/12/2010 psgs! 014 CUSTOMER INITIALS:. r~ CrJ/lfmc/ RCI'isioll Dale: 02119IUY 3. . Exechllon Date. The Execut[on Dale Is defined ElS the date Ihls AGREEMENT 18 elgned by aulhorlzed agentG of CUSTOMER and PDSI. 4. I!uID,. Thl, AGREEMENT 18 effecUve and bInding on the partfea upon the Execullon Date 8S defined In paragraph 3 herein and shall remain In efleet ror a tenn of one (1) year, unleaa lennlnated sa provided herein. On each anniversary date thereafter, this AGREEMENT shall automatlcally renew fOl a term o~ one (1) year, unless othervAs8 termInated as provided herein. 5. Product ComoonenfB. The followfng constitutes a lIst of TELESTAFF components, ssrvicea and associated fees that CUSTOMER does hereby egrea 10 purchase from POB' available In connecUon with IhO' use of TELESTAFF. Ie ComDonent TELESTAFF Enterprise Software Ucense for 40 POLICE Staff Membere TElESTAFF Implementallon Servlooe for 40 POLICE Staff Membelll TElESTAFF Phase 21mplementatlon Services for 40 POLICE staft Members Omt year of POSI.hosted Web Access for 40 Staff Membors Sybsae Concurrent Connect/ona (1) Qty. 4 Eteckonlc llmecard 10% MUl TI.AGENCV DISCOUNT TolallnlUal Acqulsltlon COBt Fee $ 5,600 $ 8.000 $ 5,000 Inoluded $ 500 waived $-1,910 $ 17,190 6. Prlolna. PDSI agreea 10 the (ees reflected above In paragraph 5unIl11212112010. 7. Pavmenfs. Upon auccessful dellvel}' of software and soNlce" CUSTOMER egreesthat all pr1c1ng and amounts due hereunder are based on UnIted States currency and that all amounts remaining unpaid (0( more Ihan thirty (30) days following the date (If the Involce shall be subject to an Interett charge at the monthly rate of 1.5%. CUSrOMER does hateby agree to tho payment terms for each c.ompooenl Ila ComDonent TElESTAFF Enterprfse Software license and applicable Sales Tax for 40 Staff Membol8 TElESTAFF Implementation SeMoa8 for 40 POLICE Staff Members TELESTAFF Phaso 21mplemantatlon Services for 40 POLJCE Staff Members Ono year of PDSI.hoated Web Aceeaa for 40 Staff Members . Sybllao concurrent ConnaoUons (1) and appll~bla Salaa Tex ~ Due Upon Delivery of TeteStaff Software CO wClslon 2.x Due Upon Delivery ofTeleSlaff Software CD version 2.x Due Upon Completion ot advanced conflgurallon training, as described In Appendix A. . Due Upon Delivery ofTeleStaff Software CD version 2.x Net 60 Daye 8. Travel l!xollns08. CUSTOMER aglees to pay for all approved travel e)q)ensos related 10 TELESTAFF implementation and training servlce. a8 danned In Appendix A. POSI agrees thai aD travel arrangement. WIll bo coordinated Ytith CUSTOMER, and travel costs will be provIded to CUSTOMER for epproval. 9. ImDI8!Ju~n!atlon 8ervlcge Implementation Servlceslnctude conflgutatlon of TElESTAFF as denned In Appendbt A. CUSTOMER acknoYAedgee that tralnrng and/or reconffgutatlon requested by CUSTOMER In addlllon to that deJlned In Appendix A will be at an addlllonal cost. post agreos 10 provide a price quote for a1l6eMooa CUSTOMER requesls bafora beginning wolk. POSI agrees to trsck all work and provide CUSTOMER \'lith an Invoice ror tho earvlces wlthln thirty (30) daye of successful completion of the seMce. CUSTOMER agrees (0 pay elllnvolcea w1lhln thirty (30) days of recelptj all amountG PElot due Yoill be charged Interest In eceordenoo with paragreph 7. 10. Yelenhonv Sorvlce. CUSTOMER acknowledges thai tho telephony oapabllltlea Included In TELESTAFF are designed to be compatible with POTS analog phone service from a looal pboolt9 services proVider, and tha1 PCSI warrants the correct operaUon of tho TELESTAFF telephony components only when connected to POTS anelog phone Unaa. Should CUSToMER attempt to connect TELESTAFF 10 pax 01 o\her dIgital phone aervlce., POSI wlll not Warrant correct telephony behavIor not will provide eupport for CUSTOMER's unique leloJJhony ,olution. 11. Annual SorvlCft and SUDDort, Service and Support of TELESTAFF Is provided at no edd1l1onal charge during the first twelve (12) months following lha ExecutIon Date. See AppendlK B for the deflnltlon of Service and Support. CUSTOMER does hereby acknoYAedge that on each annlveraslY of the Ex.ecutton Date, CUSTOMER may renew service and support under the following ewmta: ~ ~STAFF lor 40 POLICE slen Memb... -101 Anniversary of the ExoChtlon Date Subsequent anniversarIes dwJng term EmalWll $ 1,00B .3% maxlmum Increaee over preVloulI annum Te/eSts" License Agreement Lo./Updeted: 10/12/2010 Pogo 2 014 CUSTOMER IN/7IALS; - rr C()Jllrm~1 Rel'j.";lIl1 Dale: 02//9109 Should CUSTOMER elect not to renew SelVlce and Support on the anniversary of any Execution Date, CUSTOMER acknowledges thai any 8ubsequent re-enrollment for ServiCe Emd Support will only be accepted by POSI aRer CUSTOMeR paye POSI the Service ami Support foos for the lapsed perlode. In acfdllloo, CUSTOMER acknDvdodges that POSI may aaseSG CUSTOMER a Service and Support ro-lnate.lemont fee thai wlU not Gxcoed ten percont (10%) of the Servlco and Support tee for the lapsed periods. PDSI raseNes tha right to dlscontrnue BelVlca and Support ofprevlous releases of TELE~:TAFF as defined In Appendix B. Should CUSTOMeR Increa'.lh.Uoonsed capaclly of TELESTAFF, CUSTOMER aelmolliadgaa Ihal Annual SBlVlc. and Support WIll Increase as specified In SecUon 13 beglnnlng with the next renowal pel1od. 12. Web Access. Access 10 TELESTAFF via Ihe web Is hoated by POS!. CUSTOMER does hereby a.cknowledge that on each avant and for the fee specmed below, CUSTOMER oan renew web acce&!: ~&uDl . Web Access for 40 POLICE Staff Members - OU9 1 month eRor 1st Annlveraery of com pia lion of deplo>ment as described In AppendIx B . Subsequen1 anniversarIes during ferm flII'JIwI1 $ 7Q5 per annum 3% maximum Increase over previous period Should CUstOMER elect not to renew web access or fall to pay the usage foa speolfled above In advance the subsequent 12 month pertod, CUstOMER ac1c.nowfedgoa that POSI will disable CUSTOMER aCC;CBa from tile Internet. POSI egrees that web access will be up and thai CUSTOMER will have (ult availability. 13. Ineroas89 In license CSDscltv. CUSTOMER may Incroase (he capaclty of lis TELESTAFF license at a fulure date In Increments of 50 alaff members for an addlUonal fea. CUSTOMER acknowledges that In<<easlng Its TELESTAFF license capacity will also causa an Increosa In Annual Sorvlce and Support, and Web Access servlcea (POSI-hosled Usage or Solf.Hoslad L1censo and Annual Servlce and Support), If applicable. Tho folJO'bfng table shows tho current prIcing for aD upgradeable components, however, pdclng la subject to chSR98 YriUlout noUco. Increases In TELESTAFF Annual soNlce and Support, POSI-Hoated Web Access, and Self-hosted Web AeceS$ Annual BeNlce and Support wtll be renected at the fIral InVOicing cycle tot/owing any TELESTAFf License Upgrade. Wnl lELeSTAFF Llcen.. Upgr.do TELESTAFF Annual Service and Support POSI-ho.ted W.b Ace... Uaage Fee Qf eppllcabla) Web Aocea. Sall.Hool.d Llcenae Upgrada (If eppllooble) Web Access Self-Hosted Annual SeNlca and Support (If eppll<:abl.) Hourly rate for AddItional TrainIng as specified In Appendix B, ADDITIONAL TRAINING flII'JIwI1 $ 7,60Gper60staflmembers 20% of TELESTAFF Ucense Upgrade PLUS culTent Annual Service and support amOUllt 14% of TELESTAFF License Upgrade PLUS current WEBSTAFF UsagQ amount $ 3,000 per 50 slaff members 20% of Web Access Sell-hoslad License Upgrade $ 200 per hour or$500 per4 houronllne dass 14. L1mltad Warrentv. PDSI WARRANTS TELESTAFF TO BE FReE FROM OEFECTS IN MATERIALS AND WORKMANSHIP UNDER NORMAL use AND TO OPERATe IN REASONABLE ACCORDANCE WITH CURRENT TELESTAFF USER MANUALS. HOWEVER, PDSI Does NOT WARRANT THAT THe FUNCTIONS CONTAINED IN TELESTAFF WILL MeET CUSTOMER'S REQUIREMENTS OR THAT THE OPERATION OF TELESTAFF WILL BE UNINTERRUPTED OR ERROR FREE, THE LIMITED WARRANTY SET FORTH HEREIN IS IN Lieu OF ALL OTHER WARRANTIES. EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLleo WARRANTies OF MERCHANTABILITY AND FITNess FOR A PARTICULAR PURPCSE. 16. Limitation of Llabllltv poal's ENTIRE LIABILITY AND CUSTOMER'S EXCLUSiVe REMEDIES SHALL BE THE REPLACEMENT OF TELESTAFF UPON NOTIFICATION OF REPORTED DeFICIENCIES. IN NO EVENT WILL POOl SE LIABLE TO CUSTOMER, OR ANY THIRD PARTY, FOR ANY CLAIMS OR DAMAGES. INCLUDING ANY LOST WAGES, LOST PROFITS. LOST SAVINGS DR OTHER INClOENTAL OR CONSEQUENTIAL OAMAGES, ARISING OUT OF THE USE OR INABILITY TO USE TElESTAFF EVEN IF PDSI HAS BEEN ADVISEO OF THe POSSISILlTY OF SUCH DAMAGES. 16. Indomnlflosllon. PDSlagreea to IndemnllY, defend and hold hann.IGla Cuetomer, ltelnlltGeG, offteera, agents and emplo~a from any and aU lIabDlty, loss, damage and expenso8 (Including etlomoy f88S) CUSTOMER may sUffer aa the result of claims, demands, coats or Judgmenta which may be made or Inatltuted agaInst CUSTOMER due to PDSI'S failure to adhere to ths tenns 0' thIs Agreementj however, PDSI ahall not be required to indemnify CUSTOMER for dalms or damages thai result from CUSTOMER'S O'M'I negllgenl or Intentional misconduct. 11. Termination, ThIs AGREeMENT .hall tem'llnate upon the following ellente: (a) In the oase of an event of default (If CUSTOMER or PDSI falls to saUsfy any of Ita respective covenants, dullea or obUgatlona under this AGREEMENT), the non-defaulUng party shell have tha optlon to terminate Ihls AGREEMENT. In tho event 0' default, th. non-<laraulllng pariy ahall give WIIUen nolloo loth. daleulllng party ollh. aUagad delault and glva such perty allea.t thirty (SO) days In which to curo tha alleged defaull. If the defaulUng party doea not laUsfactortlv cure lis default, the non-defautltng party h.. !he rlllhl to tam\lnala upon Ihlrty (30) dey. eddlllonal WIllian nolI<:. al.tlng Ih. dar.ulllng party'. feUure to cure tha delau'~' . TeleStalf UcenSf Agnten>>nt /.eslUpdeled: 10112/2010 Pega3014 CUSTOMER INITIALS:. If\- ('01111'(/(.'/ /(e\'isiOlI Ollie!: Q2//9/09 (b) By mutual consent between both partlo&; 18. MfscaltannouB Provisions. (0) Amendmenl8. This AGREEMENT shall not be modified or amended except by another agreement In wrl1fng executed by the parties herelo. . (b) Entire .A:areement. ThIs AGREEMENT, IncludIng Appendices A and e attached hereto. super$edea all prior discussions, understanding and egreement between the parties Yfilh res peel fo the matters contarned heroin. and conalltules the enllre agreement between tile parttes with respect to the mailers contemplated herein. (0) Go~ernlna Law. This AGREEMENT ahall be conlllrued and enforeed In accordance with the laws of the Slate of California. (d) IDw: CUSTOMER agrees fa pay any lax 8&SElssed on Product Components 8S epaclfled In this agreement, If applicable. (0) ~. All noUces, requests, demands and/or other communtcal!ons requited or permlUed to be given or made by this AGREEM~N18hall be In wrlllng snd ahall be dellv~red by commerclsl overnIght delivery servlcea vmleh provides for receIpt, or malted by eertlned maD, return receipt requested, postage prepaid and addressed to lhe parties at [hI) addresst& referenced abovo. Any party may change he address for purposes (If this AGREEMENT by noUce In wrlUng to the olher party. (f) No Waiver. No (aUuto on [he part of any party hereto to exercise. and no delay In exercisIng any right, power or remedy or partIal 8)(orclso of any right, power or remedy by any party Yoill prectude MY other or Mure 8xercls8 of any other right, power or remedy or partlel dghl, power or remedy. No e)(preas wa"'er of Bssent by any psrty herelo to any default In any lann or cClOdltlon of Ihls AGREEMENT ahall COMtllule a waIver of or an assenlto any succeeding default In the eame or any olhar term or condlllon hereof. (g) AsslonabllJlv. This AGREEMENT ehalllnure to the benefit of end bo"blndlng upon tho partloa hereto, their respectlve heirs, 6ucee8sore, assigns and personal reprosentallves. (h) fJI2lwL. Pdeln" provided for components In SecUon 5 apply only to PDSI products and seMce., and not for ani' party products and eervleeslhat Integrale with or relale to TeleSlaff (unless olhelWls8 noted). ea have signed thIs AGReEMENT on the day and yea~ first above wrltlen. By: , 4(?..~ /r/2--1/;O Ashltmd Pollc9 OeDsrtment (CUSTOMER) By: ~)~ Title: nu.: p.v~e..t: C.U",:" Data: Date: /I-I(,'/D TeJestaff LlcensfJ AglV8mBnt L..lUpd.t.d: 10/12/2010 P.ga40/4 CUSTOMER INITIALS:. \f)'- Appendix lle\';s;oll Date: 081/6/10 AppendIx A - TELESTAFF Implementation Services PartnershIp Agreement I IT IS EXTREMELY IMPORTANT THAT CUSTOMER READ AND UNDERSTAND THE FOLLOWINO: For the fae ror Implemantatlon SeNlcee epecmed In peregreph 5 0' thla AGREEMENT, PDSI will ~eln CUSTOMER elamng admlnla~eto.. on the operallon of TelaSlaff and willlraln CUSTOMER on how to configurelha TeleSt.ff .ystem ualng CUSTOMER data. The foUoWlng steps comprise B summary of the TeleStaff Implementation Services. NOTE: This Appendix outlines Ihe recommended approach to lhe implementaUon process, .based on POSl'e experience with lis cuslomers. Because of the highly configurable nature ofTeleSteff,lhere may need to be changes lo lhe Implementation Process and Services described below. (NOTE: A PROJECT PlAN DETAILING SPECIFIC CUSTOMER OELlVERABLES, MILESTONES. AND SCHEDULE WILL BE DEVELOPED BY CUSTOMER AND PDSI DURING THE PROJECT.) DEPLOYMENT PLAN: The rollowlng t..k. are part of Ihe Deployment Implamentatlon Pro c.... When a cu.lomer complete. the.e ta.k.they will be In production wllh tha TeleStall Ro.ter .nd C.land.r and will ba able to reap the benefits associated wllh centralized staffing, audit trails. emergency notifications, reports, and feeds to down stream systems In following a fast track approach. At the end 01 Ihls process, users wUl be able to request leave, sIgn up for overtlmel and respond to emergency call outs via phone, cllentj or web access. I I I . Project Inltlelion: The PDSI Cu.tomer S.la. Repra.antallva Irena fare all partlnent CUSTOMER Infonnallon gathered during the eata. proce.elo the PDSI proJaot Managel (PM). An INTRO CALL with the PM, S.laa Repre.antallve. and CUSTOMER SPONSOR will be held to discuss expectations, and roles and responslblllUes. Thle meeUng Is to ensure the approprIate resources are assigned to (he CUSTOMER project team and that the 8COpe of Ule project Is accurately defined. A TECH CALL with tha PM and CUSTOMER SPONSOR, LEAD end IT REPRESENTATIVE, will be hald to r.vlaw h.rdw.ra .nd software specifications. If successfullmplementallon Is not poss~[e due to hardware or software constraints, thIs contfact will termInate and CUSTOMER will only be responsible for payment of servIcee rendered 8S of the data of termination. The PM Is re.pon.lbla for guiding the CUSTOMER through thelmplamenl.llon proee.e; however, tha CUSTOMER la ULTIMATELY RESPONSIBLE FOR A SUCCESBFUL IMPLEMENTATION. which Includee allooellng the approprlata re.ourcea. Once the . Infonnellon hae bean ~en.rerred, tha PM will .end the CUSTOMER.n ImplemantallonWelcoma P.ckat containing .n overview of the Imptementallon PrOce8S and information on how to prepare for TeleStafl. . proJact PI.nnlng: A PROJECT PIAN CALL with the PM, CUSTOMER SPONSOR .nd LEAD will ba hald to ore.ta end reflna the project plan. The Project Plan details the speclfio tasks with due dates, predecessors, and owner. The plan also dalaUa tha cuetomer .nd PDSI dallver.blea, milaatona.. and .Iatu.. Allar the call. . Prolaot Plan will ba provided 10 Ihe CUSTOMER. The ProJecl Plan will be mutu.lly .greed upon and binding on bolh partie.. The Prolaot Plan .h.II be oompleted wllhln lwo weeks of conlract executlon. . proJact Klck.orr: Tha PM and CUSTOMER ProJact Te.m will hold. KICK-OFF CALL to ravlew the proJeot'Plan, w1lh parllcular focue on proJact .cope, ObJective., produol funollonalily. pro]act taam roIa. .nd reepon.ibiliUe., .nd. roadmap for thalmplemanlatlon. Data. for CONFIGURATION TRAINING(S) will be dl.cu..ad. La.lly, tha PM will dlr.cl CUSTOMER 10 review lhatr.lnlng video. and review training manual. which can be downlo.ded from tha TalaStalfweb.lle. In order to underaland basic TElESTAFF functionality and terminology, Ills Imperative that ever'J member of the Project Team reviews Ihl.lulorlal BEFORE DATABASE REVIEW. CUSTOMER will provide D.lly Datail Ro.ter Shaat. bafora DATA COLLECTION. . HardlVer. Satup: Prlor to DATABASE REVIEW, CUSTOMER mu.1 have TELESTAFF aarvar and aoltw.re in.t.lled .nd functional. PDSI wlll.hip any TELESTAFF h.rdw.ra (lhat w.e pw<h.eed through PDSI- dl.lcglo lelephony oerd.. donglea, atc.) to tho CUSTOMER and provide tha nece.sary In.t.llaUon documantaUon. . D.t. Collection; Thla pha.e baglna with. DATA COLLECTION Web Conferenca 0.11 vrllh tha PM .nd Iha Project Team, during whloh lhe PM wiD In.Uuot Ihe Prolaol Team to collacl, organl.., and ronnat perUnent CUSTOMER data for Ihe craaUon of the TELESTAFF d.taba.e. During the call, the PM will review organizallon .INoture wilh the CUSTOMER. The CUSTOMER "'" provide the data which Iha PM will uea to cre.te . data b.... . D.tabaa. Ravl.w: Once PDSI recelvaa all pertlnant data from tha CUSTOMER, Iha PM will creata . TELESTAFF databaaa. The PM and CUSTOMER review Ihe Inllla' dalabsse (via Web Conference). The PM wiU make recommendations to the CUSTOMER.. to how 10 rework th. dal.ba.. to .ocurelaly reilacllh. CUSTOMER organlz.tlonal alructura. Tha CUSTOMER wiD then spend time re-worklng the database. . . Daployment Configur.tlon: The PM will work with the CUSTOMER vi. Web Conferance calla to parfonn ba.lc conUgurallon ofTalaStaff,lncludlng work code. and rule. ...oclated with work coda O9nga. Altar ..ch call,lhe CUSTOMER will apply the acquired knowledge and oomplete the setup tas1<~. . Te.tlng & End.ue.r Training: Once tha ro.tar .ndwork codea .re oonllgured by the CUSTOMER, rlgoroue teellng mu.t ba undartek.n by CUSTOMER CONFIGURATION TESTING mu.t IncludaleeUng of.II compenentathat the CUSTOMER needs for DeploYn'llmt of the roster. calendar. and work codes. which may Include: phones. Contact Manager, Una Manager, Task Manager, E.mall Manager, Fax Manager, and the Gateway (rn the case that the system Is Inlerfaolng with a Thlrdaparty eppDcallon). Altar TELESTAFF la Installad and CUSTOMER h.. ta.t.d Ihe ayelam and confirmed th.t thare are no problem. with the hardWare and software configurations, CUSTOMER wnl be responsible for creating 8 test plan to ensure TElESTAFF I. propelly configured to maa' CUSTOMER'. Individualized raqulremanl. .nd work I. .all,'aclory for .ccaptenoe. Cuetom", will 8sslgn super u~ers to teat the system, creatlng teat scripts, and conducting any configuration re-work necessary to get lhe .yalam ready. CUSTOMER I. al.o reepenalbl. for end.u.er 1I.lnlng (Inoludlng oreatlng. training plan, creaUng 1I.lnlng documentation, and conducting super-user and end-us8r training classes). . Oeployment: D.ploymant i.typlcally In 2 .taga.: par.llelle.lIng for 2 weeka, than full Daploymant of the ro.lar. calendar, .nd . work codes In a producUon envlronmenllhroughout (he enUre organlzaUon. Tel.S/eIf Lice"", AIl'Jl11IIenf AppendlK A L.st Updated: 1011212010 Peg. f 0/2 CUSTOMER INITIALS: ;r- ,lppell(/ix Rm'isicm J)f/1e: 08//6/10 Advanced COllJ1guratloll Ploll is PHASE 2 ollmplemelllatioll. T"ese services apply if seclloll 5 of tile licellse agl'eemellt lias II/ell/dell IIIe fees assoeloled wll" PHASE 2 ADVANCED CONFIGURATION PLAN: The following tasks are psrt or the Advanc.d Conngurallon Proc.... Once the CUSTOMER has succossfully deployed the Tele8taff Roster, Calendar, and Work Codes Into a production .nvlronmont, they can proceed to the Advanced Conflgurallon proce.. 10 add Int.mgsnl.lafllng runcllonallly to TeleSIoff, At the end or Ihls process, .Ieners will b. able to aulomale Intefllgent staffing funcllonallty In ToleStafr. I RavleiY ProJ.ct Scop.: PM will work with the CUSTOMER to review proJeol.cop<> and obJacliva.. Staffing Process RevIew: PM will Instruct the CUSTOMER on how to effeclively analyze and document the current process the department follows in order fill any vacancies that occur. After lhe staffing diagrams are oompleted, a call occurs with the PM and Ihe core Projecl Team to review (he curlenlstaffing process. The current process Is defined and, If necessary, revised and standsrdlzed within the department. The PM will creale a Project Scope document deflnfng project objectives agreed upon by both parties. . AdVanced Conngurallon TraIning: CUSTOMER must dedicate .pproprlate ,..ou,ce.lo configuralion ~alnlng. The purpo.a of the ADVANCED CONFIGURATION TRAINING Ie to ~aln the CUSTOMER on how to configure fOT Intelllg.nt staffing, have the CUSTOMER actually configu,ethe data, end b.gin tesllng the oonfiguratlon. ADVANCED CONFIGURA TlON - The CUSTOMER will have .everal Advance Configurelion optiona. which are detailed below. The PM wnl work wilh the CUSTOMER 10 determine Ihe appropriate resources to eUend ADVANCED CONFIGURATION TRAINING. During thlslhe.e sa.slon(s), the PM will work with (he CUSTOMER to configure the CUSTOMER data base with more advance features of TeleStaff. ADVANCEO CONFIGURATION OPTIONS: All on-sile cla.... are a maximum 01 6 day. In duration Option A: at POSl's trslnlng facility in Irvine. CA on customer's production DB Option 6: at POOl's training facllity In IIvlne, CA on customer's lest DB OpUon C: al customers' locallon using customer's production or lesl DB Optlon 0: held via a series of web-conferences on customer's production or lest DB Option E: at POSl's training faolllty remotely connected (0 customer's productlon or lest DB . Testing and Training: Once TELESTAFF I. My conflgurad by CUSTOMER, rigorous configuration tasllng mu.t be undertaken by CUSTOMER. CONFIGURATION TESTING muet Include te.ling of all componentathal CUSTOMER neada for Go-Uve, which may Include: phones, Contact Manager, Line Manage"r, Task Manager, E-mail Manager. Fax Manager, and th. GetElWllY (In the ceaa thatlhe ay.tem la lrilerfaclng with a Third-party appllcellon). CUSTOMER will be ra.pon.lble for. creating a lesl plan that ensures TELESTAFF is property oonflgured (0 meet CUSTOMERlslndlvldualized requlremenls, assigning users 10 tesl the system. creaUng leat $Ctlpte, and conduotlng any conRgurallon re-work necessary 10 get Ihs system ready. CUSTOMER la alao ra.ponslbl. for any addillonal ~alnlng (Including creaUng alralnlitg plan, cr.allng Iralnlng dooumenl8lUon. and QOnducUng super-UBer traInIng classes). The PM will be available to support thIs process for the CUSTOMER. . Produotfon with Advanced Funotlononly: PM and PROJECT TEAM will r.v19W tho PDSI TaleSlalf Help Dask procedur.s. From thle polnl forward, the Help Oaak will belha flral point of contocllor technical i..ue. with TELESTAFF. TeleSlaff Ucense Agreement Append/x A L.,lUpdarad: 10/1212010 Page2012 CUSTOMER INITIALS: jr Appendix B - Annual Service and Support -Normal Buslnoss Hours- are 8:QO AM through 6:00 PM (paclfio Standard TIme), Monday through F'rlday, excluding. holidays ElIRd othe,olflce cloaures (notlncatlon of whIch will be provfded to CUSTOMER~ All Software ErroN reported by CUSTOMI;R shall be resolved 8S 89t forth below. Initial response by PCSI wiD be based upon CUSTOMER'6l\l1l descrIption of the problem. RssoluUon response will be based upon the pdorlly assigned by POSI 8S defined balow. " CUSTOMER determInes that 8 Sollware Error exlsls, CUSTOMER ohall Rollly POSI through POSI', web por1al lhlto'f/slxweb.odlll.software com/), providing the exact verblage from error messages, screenshots shoVring details, and any other Information relevant to gMng 8n accurate dosCflpUon of the artor. The ticket number generated by the portal shall be used for all subsequent Inquiries relallng to the original problem. Please contact your CUStomer Account Manager for a unlquB logIn 10 and paBSword. OUteldB of Normal8usln08s HOUlB. CUSTOMER will open a tlcket through tho Web Portal then nouty POSI of the problem by telephone. Telephone nollncallon will be made to posra support line el (888) 324.1688. Th9 main suppor' Une will be answered ellher by a PDSI repreaentaUvo or an automated attendant at all hours. Durlng Nonnal BusIness Houre, each trouble report by phone wm be assIgned a iUpport ticket number and updates wnJ be enlered through the Web Portal. The call will be handled according to the priority assigned by POSt. In the case of prIority. one problems, as noted below, CUSTOMER may be able to speak directly to a TeleSlaff Support Representative If one Is available. Oulstda of NOl1llol Business Hours, Prtorl'ty 1 support. as described In this appendl)f, win be made avallablo through a pager 8yatem. Tho phone number 18 866-324.1698. Priority 1 8Upport Is avallabkl 24 houra per day, 7 days per \VGek to CUSTOMER's wUh a LiVe slalu8. All other problema will be handled through updates to Ihs t1cke~ whlch ganarate an omall or a callback. If requested Of 80 aUpulated In the response time olltel1a below. a POSI representallve wtIl return the call or e-mallln 8 manner consletent with tho prlorlly and order In whlch tho call was recelvad. CUSTOMER shall make every effort to respond to PCSlln a timely fashion when requests are made to follow. up cells or addlllonal documentation on the reported problem. PrloriUes ara assIgned as followa: , :~~J%:J:~~~liY:~-" -24~~~~d_~:~~'Y~~~'-::::'::~==-:'-:'-~~~~::_~~-:-:::::-:-=:::'.::.-~:~~--:~-'.::::-:::~~~:-~_~~.~~:~:-:I " A edllcel software error that llIoverely Impac($ the abUlty of CUSTOMER to perl'O{J1l ALL automated 'lamng functions (TeleStaft Is down). Thls level of prlorlty Is only avaUable to CUSTOMER's that are ItSlng TeleStaff In a production . ~!t~nvllonme~t(!dY~.!~!-!~t'!.Q.~_~Yt.........~.... ....~._....~ ..'n...___ _....__..~_..._..... ..... ........."................... .... i During Normal BU81noss Houre. fmmedlalo response If a Support RepresentaUve Is avaUabfe. OtholWlae, POSI \'rill : Inlllal Response: respond withIn one hour. Ou!$lde or Nonnal Business Hours (Including holidays), POSI wiD reapond wUh a call back ~._ .. .. ..... .. . within two houra. All re8ponses 'Mil bo provtded through tho Web Portal (emall) or by callback. .. _._. ..... 'poshViiiwolk'uggtoS'eivoiy"iQ.provi"do'C"lisTOMERWiiliii workarouncfeoiuiiOii..o.i"to.comptetelyres.OIva'iiio.... ! Rl380lullon Response: ~'"............._..... . .er~!!m..'__.__..._._................__..:__..n___... ..........._____..._.... .........-..._.... . ... .....-........... I It III the respcmslbllltv of CUSTOMER to alert POSI of pOlSlble Pllorltv.One Issuea by calling PO.Sl at 866424.1598. i Notlficallon: POSI will update CUSTOMER of progress rrequen1ly during problem resolution and notify CUSTOMER once Ihe workaround haa baen provided or the problem has b8e~ r~80tv8d... ! cesulpUon: !._....-....~......._.. I........,. ............ .......... L ~r.I~r.'IY. TWO ._n_.'n' .____________.._; !..~~~~~ ~!.~~.~~~.~~~~.lt.~~.... ..~:~~:ri~~~i~i:~~~~:~~:=c:;~~~~G~:~ iioe...::~~:~r~~. a'dais'entrY or ayaie.n:; ;Jml~j;I;~Uo~'functlo~~' , L~~.~:~~~~~.: ........... ....._. A;~~~~~~;;.~~;;;!~;~.~~.;.r.;:;...;~~!~~.~~!r;~!~;~;.;}~;~:.:I~:r~~~_~~~~~~_~e_~~:~=~~:~... '.'" .. , I DurIng Normal Business Houre, POSI will respond w1lfllAlhrao hOUf8. Outside of Normal Buslneu HoulS (Including f lnlllal Response: hoUdays). POSI will respond by Ihe next lJuslnoss day. An responses will be provIded Utrougfl tho Web Portal (amall) t---.-.~.-.-.....__.-.. ........... or ~y ~~~~~_._"_.._~.'_"_"_~"_'.'N'____'____""__."____--~.----~-..~ ......-......-.--.-.--.-...---. I R lURe ".POSl will provtde a wotkaround for CUSTOMER when poaslble. PDSI will provIde a probl<lm resoiu1!on In the form I eso u on sponse: of an Upgrade or modll1caUOn to the Software In an upcoming Update. I _~_...._..__..._...~_ .__~_~...__._......_____.__._.__...._...._.~_____r.._.______._..._._..__._____..___._.._._._._....__.__ .....j lNoUflcatlon: POSt will nollfy CUSTOMER wI1en a workeround haa been provided or the problem has been resolved. '. . .... ............ .............. .. . ... . ... ... ..- -........ .--_._...~_~......._.n._. ..... ......._...._....... .... .. ..._ . ...... ......._._......._.,............. ....-....................-. 1- ~~~~~ftrvL.~:::: .1MOiid~Yjj,roUgh F;ld~Y; 6:00AMk.6.~OO PM:p;;ci~ Sl~nd~;dii;,,;;.- App(~lIc1i.\' Rel'i~i(J1I Dofe; OBI16/J{) : OeaerlpUon: All olhet .oftware or documentation elTOl'B not described above. These Include but are no11lmlted to: I Reporting errore or calculaUon problems Oocumentallon fnaccumelea COsmeUo Issuee Misspellings . . Produc:1 Enhanc:ement requests . .; ..~....~.~.~~~~~.~.~:.~.~~~!~~~. ~~~~~.~ to Tel~~ffSo~re ~~cU~~anly. 8~t~~.~~.~~.~~.~I~.."~~ I~~~~!'~~~.~_ ~._..... _. .. I i POSI wfU respond to those Ilemslf spec1fically requested to do so at the time of the roques!. U a reply Ie requested, ; InlUaI Response: In_. .. . _~_~~.I.~~~~~~~~~~~.~~~~U.~~SSD~~. : Resolution Response; peSI will correct documentatlon errors In upcomIng releases of th& documentallon. j.-....... .. ...... ...... ..,........ .......- ....... ~._..... ...~.". .._~"..~..... -....- "~.."_........--"_......".._".... . .. ....... .....--....... . .... ...... . .... .. . ......... .j : Notlficallon: If requeakld, Pesl will noUfy tho CUSTOMER when a woi1<around has besn provfded or the problem has bean resolved. Appendlll B - Annual Service and Support Continued TeleStaffEnhancements The TeleStaff version number consists of three numbers Ihat define the type of product release. The format of \he T eleSlaff version number Is: Version X.YZ where I Chenges In X represent a significant change In product functionellly (Major Releass) Changes In Y represent an enhancement to the produot thst increases funotionellly within the existing Major Release and is typical of an evolving product (Enhancement Release) . Chenges In Z represents a minor chsnge to the program 10 accommodate a software error or cosmetic change (Update Relaase) Under the TaleSlan Service and Support plen, CUSTOMERs will receive Update Rareasas and' !!nhancement Releaaea as they become available at no additional cherge. Major Raleases will be available for an addlllonal fee. 4 r~' CITY OF ASHLAND 20 E MAIN ST. ASHLAND, OR 97520 (541) 488-5300 ~l /"( RECORDER 'DATE, 11/29/2010 Page 1/1 I'>: ..RO NUMBER', '1 09913 VENDOR: 002185 PDSI 50 CORPORATE PARK IRVINE, CA 92606 SHIP TO: City of Ashland - Police Dept. 1155 E MAIN STREET ASHLAND, OR 97520 FOB Point: Terms: Net Req. Del. Date: Speciallnst: Req. No.: Dept.: Contact: Gail Rosenberj:1 Confirming? No it,'QuaritliYJ ::":Unit; . ,:.:;;;',.: .:~:1i'"'' :'. ':. """:-_~!Descrlnflon . ~ ,. . .. .:.....:;1',:', .. . '~'1 :.Unit'Prlce_ > Ext~ Price:'. . , -..-. ~'. . . ' " ',,, TeleStaff software and setup for 17,190.00 automated scheduling program - Per attached Software License Agreement ~ Special Procurement Approved by Council on 11/16/2010 SUBTOTAL 17190.00 BILL TO: Account Payable TAX 0.00 '20 EAST MAIN ST FREIGHT 0.00 541-552-2028 TOTAL 17,190.00 ASHLAND, OR 97520 ~t:~Accoun(N_a;nber" ~ -' .:~ < ~ 'ProjecfNI.UTihe"r ..:::_. " . f,~ Anlo.unt' , AC'COl.llii NUrTlbe(:J:" : c:,. projecFriiii'mb'" ,';: ' ~, ":::\.Amounf.':(' .. .. !'u , E 110.06.12.00.70300 E 000120.999 17 190.00 ~1 .. ~,f, AU~ Signature VENDOR COPY I FORM#3 I CITY OF ASHLAND A request for a Purchase Order REQUISITION Date of request: Required date for delivery: ~ Vendor Name Address, City, State, Zip Contact Name & Telephone Number Fax Number Tj:l'~~t::lff 50 r.oQ)nr::ltA P::Irk rNinA r.A Q?f\nA Celeste Patzold 800.850.7374x1277 714.703.3077 SOLICITATION PROCESS o Exemot from Comoetitive BiddinQ 0 Em-eraencv Reason for exemption: o . Invitalion to Bid (Copies on file) 0 Wotten findings attached Date approved by Council: o Quote or Proposai attached o Small Procurement CooDerative Procurement Less than $5.000 o ReQuest for Prooosal (Copies on file) o State of Oregon Note: T otai contract amount, including any Date approved by Councii: Contract # amendments may not exceed $6,000 o St~te of Washington Intermediate Procurement 0 Sole Source Contract # GOODS & SERVICES 0 Written findings attached o Other government agency contract $5.000 to $100.000 0 Quote or Proposal attached Agency o (3) Written quotes attached Contract # PERSONAL SERVICES I8l Soecial Procurement 0 Intergovernmental Agreement $5.000 to $75.000 I8l Written findings attached Agency o ~ess than $35,000, by direct appointment I8l Quote or Proposal attac~~ t /.. It, Contract # o 3) Wotten proposals attached Date annroved bv Council: I 0 Date approved by Council: - . , I......... of SERVICES I'" . .... -~~~ ::", ".' ';:"" , '$'i-,~. ' ~ '.... i', . ~,. : '" L,,",,>-",,~. >" Total Cost .'. ,':'" ", ""I . he ,.' . ..' .. -:~,-- .-<', ~~';<,,}:~>,"/~;'.; / ' :'.~ c~,:::"~;\::~~:ri;:X~-"~~t .. .... ... 0" """.' Item # Quantity . Unit Description of MATERIALS Unit Price Total Cost Software and setup for automated scheduling program 17,190.00 See attached quote ,'TO'rAiXCOST '. ~ Per attached QUOTE S'f7,i,9().90\C':'.i " _:p :/~~),;\ti~~~I~;:?<~ -.:':'.; ~._., 1:" "",.~;-,"t;)-;!,'it,.:,:. .... .... ..- ..'--.> Project Number 000120.999Account Number 110.06.12.00.703000 Account Number ___' __. __' __' ______ Account Number ___. __. __. __. ______ Account Number ___. __ - __. __. ______ 'Expenditure must be charged to the appropriate account numbers for the financials to reflect the actual expenditures accurately. Affach extra peges if needed. By signing this requisition form. I c upon request. ation provided above meets the City's public contracting requiraments, and the documentation can be provided Employee Signatur : Department Head Signature: ---; --;; /~___ Additional signature Funds appropriated ~ r current fiscal year: /PcL~- Finance Director ~~o Date Comments: G: Finance\ProcedurelAP\Forms\Fonn #3 - Reauisition.doc Uodated on: 11122/2010