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HomeMy WebLinkAboutMINUTES - 09182007 - C.58 1 s = Contra Costa TO: BOARD OF SUPERVISORS -- County FROM: CARLOS BALTODANO, DIRECTOR BUILDING INSPECTION DEPARTMENT - DATE: September 18, 2007 SUBJECT: Imaging Contract#48710 — L. R. Hines SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION RECOMMENDATIONS APPROVE and AUTHORIZE the Director of Building Inspection, or designee, to execute an amendment to increase the contract limit of up to $70,000 to $130,000 with L. R. Hines to provide Image Management services from November 1 , 2003 through October 30, 2010. ;...I r CONTINUED ON ATTACHMENT: YES SIGNATURE COMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATIM OF BOARD COMMITTEE APPROVE OTHER SIGNATURE (S): ACTION OF BO?7 ON APPROVED AS RECOMMENDED OTHER "// 0/ VOT OF SUPERVISORS UNANIMOUS(ABSENT / ) I HEREBY CERTIFY THAT THIS IS A AY S: NOES: TRUE AND CORRECT COPY OF AN ABSENT: ABSTAIN: ACTION TAKEN AND ENTERED ON THE MINUTES OF THE BOARD OF Contact: Carlos Baltodano(925/335-1108) SUPERVISORS ON THE DATE SHOWN. ATTE D: cc: Building Inspection John Cullen, Clerk of the Board o Supervi s a d Cou�f�r/�dm'nistra BY DEPUTY CB:lg lbdord FISCAL IMPACT No General Fund impact. Funding will be received from Permit Fees. BACKGROUND/REASONS FOR RECOMMENDATIONS The Building Inspection Department is in the process of upgrading its technology infrastructure and implementing Accela Automation web based system. In order for the Building Inspection Department to integrate the existing Sire version 3.7.0 imaging system, the Department will need to increase the user licenses and upgrade to the newest version of Sire version 4.1.1. The $130,000 cost of this project includes the installation of the software, data conversion and maintenance for seven years. Please find attached to this Board Order, the original contract with L. R. Hines, as well as the proposal for this upgrade. Since this is proprietary software, it would not be economically feasible to start over with another imaging system. \bdord 09/18/2007 Page 2 of 2 E....ti.0 TO: BOARD OF SUPERVISORS Contra _ .. Costa FROM: CARLOS BALTODANO, DIRECTOR - a� County BUILDING INSPECTION DEPARTMENT `�sT�co... N'TRAtC STA DATE: December 2, 2003 ---- - SUBJECT: Imaging Contract — L.R. Hines DEC 1 22003 _ AI 111 T11 of f �1nnr�ri'�'j SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROU.NLIAN 3� ON RECOMMENDATIONS APPROVE and AUTHORIZE the Director of Building Inspection,pr designee,to execute a contract of up to $70,000 with L.R. Hines Consulting Inc. to provide Image Management services from November 1, 2003 through October 30, 2010. FISCAL IMPACT No General Fund impact. Funding will be received from Permit Fees. BACKGROUND/REASONS FOR RECOMMENDATIONS The Building Inspection Department is in the process of upgrading its technology infrastructure. Since the late 1980's the Department ha;97 ing a bitCONTINUED ON ATTACHMENT: SIGNATURE /0 . _RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE _j,��PPROVE OTHER SIGNATURE (S): ACTION OF BOA N ' ) ' R APPROVED AS RECOMMENDED �L OFFER VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A XTRUE UNANIMOUS(ABSENT /��'k� ) AND CORRECT COPY OF AN ACTION TAKEN AYES: NOES: AND ENTERED ON THE MINUTES OF THE ABSENT: ABSTAIN: BOARD OF SUPERVISORS ON THE DATE SHOWN. Contact: Anil Comelo 925 335-1155 ATTESTED: Am,,vt�l�' cc: Building Inspection John Sweeten,Cleric of the Board of Supervisors BY l , --VEPUTY CB:nr lbdorCA Imaging Application. The.:Departmerit's first system-was the Target-Aims-System. :In'1993, the Department changed to Ikon Data Image. The Department has since upgraded its Information Systems to a 32-bit Operating -System (Windows-NT and Windows 2000) supporting 32-bit applications. The Department has experienced problems integrating the 16-bit Imaging Application. into our 32-bit Citrix environment. Staff have experienced numerous errors that resulted in down time due to re-booting the workstations and the server. Ikon Data Image has stated the best way to prevent these errors is to upgrade the Imaging environment to their 32-bit Imaging System. . The Department has also experienced other flaws that the vendor has stated will be fixed in the next upgrade of their software. The vendor has informed the Department that they will discontinue the support of the version of their system that is currently installed. As a result of these issues the Department has been forced to either upgrade the current imaging software or move to another imaging system. In August 2003 The Department requested qualifications from various imaging firms, including the current vendor, and evaluated five Imaging vendors. After receiving proposals the Department began negotiations to purchase a new system (Laser Fiche), from L.R. Hines Consulting. On September 9, 2003, the Board authorized the Director of Building Inspection to execute a contract with L.R. Hines Consulting. However, a contract was not executed. During the interim period, the Department reassessed its long-term needs, and decided to initiate a new Request For Proposals. The Department's reevaluation of it's imaging needs coupled with an apparent contractual dispute between Laser Fiche and L.R. Hines, induced the Department to initiate a new RFP process.The Department received seven proposals. Department Information Technology staff ranked the proposals utilizing several criteria, including compatibilitywith existing software, cost and ease of use. Based on the total cost, responses from each vendor's customers and technical review by department staff, the Department has decided to purchase the SIRE.product from L.R. Hines. This software will allow the Department to upgrade the Imaging environment, reduce errors, improve efficiency, utilize Citrix to distribute the application to all users and have more control over the underlying database. The $70,000 cost of this project includes the installation of the software, data conversion and maintenance for seven years. LaserFiche Contract December 2, 2003 Paae 2 CONTRA COSTA COUNTY EQUIPMENT, SOFTWARE & SERVICES PROCUREMENT AGREEMENT REVISED June 1998 Page 1 CCC DOMAdminThurl CONTRA COSTA COUNTY EQUIPMENT, SOFTWARE & SERVICES PROCUREMENT AGREEMENT Name of Project:_Q%ical Data Scan Contract No: Contractor: L R Hines Consulting.Inc.Com Effective Date: March L 2004 Termination Date: October 30,2010 This Agreement is entered into iby and between the Contra Costa County and the above named Contractor, and is effective as of the date given above. A. Contractor will provide the County with the Services and Products described in Exhibit A and B in accordance with the Project milestones contained in' Exhibit C, as such exhibits may be modified as provided herein. The Project will be evaluated and accepted by the County pursuant to the tests,procedures,and criteria set forth in Exhibit D. B.The attached Terms and Conditions are incorporated into and made a part of this Agreement. C.The following provisions shall apply to the attached Terms and Conditions: (1)Authorized Representatives(Section 4.2,6.2.6.3): For Contractor Lonnie R Hi les Telephone (916)784-8436 For County AI Harvey Telephone .(925)335-]1 R7 (2)Addresses and Fax Number for Notices(Section 20.0): County: Contractor: Building Inspection Department L R Hines Consulting.Inc. 651 Pine Street 3'd floor,North Wing 198 Cirby Way Suite 170-B I Martinez,CA 94553 Roseville,CA 94578 Fax: (925)646-1219 (916) 784-9436 (3)Fixed Price or Other Pricinlg Basis(Section 3.1):$69,000 for software installation,data conversion,and seven years of maintenance,to be paid as outlined in Exhibit C. 1 (4)Liquidated Damages for Unexcused Delay(Section 13.1)$500 per month (5)Contractor Federal ID# 1 68-0439782 Page 2 ..CCC DoMAdminThurl i I "COUNTY" CONTRA COSTA COUNTY "CONTRACTOR" LR Hines Consulting,Inc., a California Corporation By: , By. ,�� /^is . e✓ Chairperson,Board of Supervisors/Designee (If nes Consulting, Inc., a California Corporation) Date: I` ZUDy Date: ` zzGz `J, Zvoy/ Attest: CI'brk.,.Board of Supervisors (Designate Official Business Capacity B) By: Deputy Note to Contractor: For corporations(profit or non-profit),the Agreement must be signed by two officers. Signature A must be that of the President or Vice-President and Signature B must be that of the Secretary or Assistant Secretary (Civil Code Sec. 1190.1 and Corporation Code Sec. 313). All signatures must be acknowledged as set forth on following page. Page 3 CCC Do171Admin\Phurl I I I ACKNOWLEDGMENT STATE OF CALIFORNIA) I COUNTY OF CONTRA.COSTA) On----Ih !fl�' 7 ,before me, I (insert name and title of the officer),personally appeared i I personally known to me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she, they executed the same in his/her, their authorized capacity(ies), and that his/her/their signature(s)on the instrument the person(s),or the entity upon behalf of which the person(s) acted,executed the instrument. I I I WITNESS MY HAND AND OFFICIAL SEAL I 44 Signature(Sea]) I I I I Ackno%vledgnent(by Corporation,Partnership or Individual) Civil Code Sec. 1189 I I I I I I I I I Page 4 I CCC DoI7lAdminThurl I I I I CONTRA COSTA COUNTY EQUIPMENT, SOFTWARE,AND SERVICES PROCUREMENT AGREEMENT TERMS AND CONDITIONS 1.0 DEFINITIONS 1.1 The following general definitions shall apply for the purposes of this Agreement: "Agreement" shall mean this agreement. "Business Day" shall mean Monday through Friday, excluding holidays observed by the County. "Confidential Information"shall have the meaning set forth in Section 7.1. "Contractor" shall mean the person or entity identified as Contractor on the first page of this Agreement. "County" shall mean the Contra Costa County. "First Productive Use" shall mean that point in time which County processes "live" customer data with any functional portion,or total function,of"named"software. "Four Digit Year Format" shall mean a format that allows entry or processing of a four-digit-year date,where the first two digits will designate the century and the second two digits will designate the year within the century. 'Disclosing Party' shall have the meaning set forth in Section 7.5. "Documentation"shall have the meaning set forth in Section 8.4. "Leap Year"shall mean the year during which an extra day is added to February(February 29).Leap Year occurs in all years evenly divisible by the number four(4),except that a year that is divisible by 100 is not a Leap Year, unless it is also divisible by 400. "Maintenance" shall mean the providing of technical information,assistance, error correction,repair services, and repair parts in the manner specified in Exhibit F. "Minor Changes"shall have the meaning set forth in Section 6.3. "Products"shall mean the equipment and software listed in Exhibit B and all other equipment and software to be provided by Contractor pursuant to this Agreement. "Project"shall mean the task(s)described in Exhibit A "Receiving Party"shall have the meaning set forth in Section 7.5. "Section"shall mean a section of this Agreement. "Services" shall mean all labor to be provided by Contractor or its subcontractors pursuant to this Agreement. "Year 2000 Compliant"shall mean dates outside the range of 1900-1998, including the years 1999,2000 and thereafter,encountered and/or processed by the software/firmware/hardware/equipment/system will be correctly recognized, calculated, sorted, stored,displayed and/or otherwise processed in any level of computer hardware or Page 5 CCC DoI7lAdmin\Phur1 I I I I software,including;but not limited to,microcode, firmware, application programs, system software, utilities, files, databases and network infrastructure devices. I I 1.2 Exhibit A hereto contains additional definitions of technical terms to used with this Agreement and its exhibits. 2.0 EXHIBITS The following Exhibits hereto are incorporated into and made a part of this Agreement: I Exhibit A Statement of Work Exhibit B Equipment and Software Deliverable Items;Pricing for Additional Items I Exhibit C Project Milestones and Special Payment Provisions Exhibit D Performance,.and Acceptance Criteria I Exhibit E Indemnification and Insurance Provisions Exhibit F Maintenance Obligations I Exhibit G Software License Agreement I Exhibit H Escrow Agreement 3.0 PRICING AND PAYMENT i 3.1 The County will pay Contractor for the Services and the Products in accordance with the pricing set forth in Exhibit C of this Agreement, except as otherwise provided in this Agreement. i 3.2 All invoices from Contractor will be in a format approved in advance by the County. I 3.3 Invoices are payable within 30 days after receipt. 3.4 County's payments to 'contractor, as set forth in Exhibit C, shall be deemed to include all sales, use, and value- added taxes, freight charges, insurance, licenses, and any other charges related to the sale or licensing of the Products and the providing of the Services to the County; the total amount invoiced to the County for the Project shall not exceed the amount set forth in item C(3)on page 2 hereof, unless changes are approved pursuant to Section 6.0. 3.5 Should the County require additional Products for the Project, they will be provided under the pricing structure set forth in Exhibit B and shall be considered changes pursuant to Section 6.0. 4.0 PERSONNEL AND SUBCONTRACTORS I 4.1 Contractor shall provide qualified personnel to supply the Services for the Project. 4.2 The authorized Representative of Contractor designated on page 2 of this Agreement shall be the County's normal point of contact at Contractor on matters related to Contractor's performance of the Services hereunder. Likewise, the County has'designated its Authorized Representative who will be the normal point of contact at the County for Contractor concerning the County's duties and responsibilities hereunder and any interpretation or proposed modification ofithis Agreement. The Authorized Representatives for a party may be changed upon written notice from the party chIanging the Authorized Representative to the other party. Upon written request by the Page 6 I CCC DoT AdminThur) I I I I I County, Contractor will replace Contractor's Authorized Representative. 4.3 If Contractor proposes to use any subcontractors on the Project, it must receive the County's advance written consent, which will not be unreasonably withheld or delayed except for AlphaCorp the entity that will perform the maintenance requirements of the contract. 4.4 Contractor acknowledges that it will be responsible for the performance or non-performance by its subcontractors of the tasks set forth in this Agreement. Contractor shall contractually require all subcontractors performing work on the Project to abide by the following provisions of this Agreement: Sections 4.5, 4.6, 4.7, 4.8, 4.9,5.3, 5.4, 7.0, 11.0, 17.1, 18.2, 19.0,and 21.1. 4.5 Contractor agrees that the Contractor and any approved subcontractor employees will be assigned to the Project and will be available as necessary to fulfill the obligations of the Agreement. Contractor shall not withdraw or replace key personnel, and will contractually prohibit its subcontractors from withdrawing or replacing their key personnel,without the prior written consent of the County,except for the termination of employment, illness, death, disability,or other similar personal reasons. 4.6 Immediately upon receipt of written notice from the County that any Contractor employee, or employee of a subcontractor to Contractor, is not performing work on the Project in a satisfactory manner, Contractor will remove such employee and,within a reasonable period of time,replace such employee with a qualified employee. 4.7 Contractor and its employees, subcontractors, and subcontractors' employees,are not and shall not be deemed to be, employees of the County. Contractor and its subcontractors will be solely responsible for the payment of their respective employees' compensation, including employee taxes, workers' compensation, and any similar taxes associated with their employment. 4.8 This Agreement shall not create any partnership or joint venture between the parties. Nothing contained in this Agreement shall constitute either party as the agent or legal representative of the other for any purpose.No provision of this Agreement grants either party any express or implied right of authority to assume or create any obligation or responsibility on behalf of or in the name of the other party, or to bind the other party in any manner or thing whatsoever. 4.9 Neither party will, directly or indirectly, solicit or offer employment to any employee of the other party during the work on the Project by said employee and for one year thereafter. 5.0 ASSISTANCE FROM COUNTY;RULES OF ACCESS AND CHANGE MANAGEMENT 5.1 The County will be providing the level of assistance on the Project as indicated in Exhibit A. 5.2 While on County's premises in connection with the performance of this Agreement, Contractor personnel will comply with the County's applicable rules with respect to security, conduct and other matters conceming access to County's premises. Such rules may require in some cases background checks and escorts for Contractor and subcontractor personnel. On notice from the County, Contractor will remove immediately any of its personnel assigned to perform work under this Agreement whq do not comply with such rules. 5.3 Unless otherwise requested in writing by the County, that portion of the Project work to be done on County premises by Contractor and its subcontractors will be performed between the hours of 7 a.m. and 6 p.m.on Business Days. 5.4 In performing its duties for the Project, Contractor will comply with the County's standard requirements with respect to technical and operational change management. It is understood by Contractor that changing the County's computers, in particular its mainframes, requires advance notice and compliance with established County procedures. Page 7 CCC Doll lAdmin\Phurl 6.0 CHANGES 6.1 The parties acknowledge that additions, deletions, andmodifications to the Products and Services specified under this Agreement may be required in the manner set forth in this Section. 6.2 No such change, whether major or minor, shall be binding, and Contractor shall not proceed with any change, unless the change is confirmed in writing and formally executed by the Authorized Representatives of both Contractor and the County gas set forth on page 1 of this Agreement. A major or material change, as defined in Section 6.4 below, also requires a written amendment of this Agreement that is approved by the County's Board of Supervisors. 6.3 Minor Changes may be made by the mutual written agreement of the Authorized Representatives of Contractor and the County without thel necessity of a formal proposal and estimates. Minor Changes are those do no affect a material term of the Agreement, such as the term and payment limit of the Agreement, nature and general scope of services to be provided. 6.4 For a material change, change that affects the contract payment limit, contract term, or nature and general scope of service,the party seeking the change shall inform the other in writing of the details of the contemplated change and any requested terms concerning the change. For a material change of this type requested by Contractor and involving additional or deleted Services, Contractor shall include a written proposal containing the cost of the additional or deleted Services involved in the change, and any impacts upon price, delivery schedule, or other terms. For a material change of this type requested by the County, Contractor shall.respond with such a proposal within five Business Days after receipt of a written request for the change. 7.0 CONFIDENTIAL INFORMATION 7.1 Contractor acknowledges that in the course of performing work on the Project, it and its subcontractors may be exposed to certain Confidential Information, including without limitation medical records, employment records, secret passwords to County computer systems, methods of accessing County computers and data, County personnel data, payroll data, County proprietary software, records and data which are not available to the general public, and documents marked "Confidential" or "Proprietary", Other categories of documents considered Confidential Information by the County shall be specified to Contractor in writing. 7.2 The County acknowledges that Contractor may be disclosing Confidential Information to the County in the course of performance of the Project,including documents marked "Confidential"or "Proprietary,"provided that the County agrees prior to disclosure that such information is Confidential Information. Such agreement will not be unreasonably withheld. 7.3 Information of a proprietary nature which is disclosed orally to a party hereto shall not be treated as Confidential Information unless it is stated at the time of such oral disclosure that such information is Confidential Information and such information is reduced to writing and confirmed as Confidential Information to the Receiving Party (as defined below)within 30 days after the oral disclosure. 7.4 Documents marked "Confidential" or "Proprietary" in accordance with Sections 7.1, 7.2, or 7.3 shall be numbered and logged in a manner mutually agreed upon between the parties. 7.5 Confidential Information does not include(a) information which the party hereto receiving the information (the 'Receiving Party")can prove was known to it at the time of receipt from the party hereto disclosing(the "Disclosing Party") that information to the Receiving Party, (b) information lawfully received by the Receiving Party from a third party that is not under an obligation of confidentiality with respect to such information, (c) information which becomes known to the public other than by a disclosure prohibited by this Agreement, or(d) information which the Receiving Party can prove was independently developed by it without assistance from access to Confidential Information. Page 8 CCC DoITWdn in\Phurl I 7.6 The Receiving Party shall use Confidential Information solely for the purposes of the Project and may disclose Confidential Information to others only upon the advance written consent of the Disclosing Party. Except as provided in Section 8.0 and except as required by law,no other disclosure of Confidential Information is authorized under this Agreement. 7.7 Except for Confidential Information contained in documentation prepared for the County by Contractor or its subcontractors hereunder, upon request by the Disclosing Party, the Receiving Party shall return Confidential Information to the Disclosing Party, along with all copies and notes made therefrom. 8.0 RIGHTS IN SOFTWARE AND DOCUMENTATION 8.1 All software from third parties to be provided by Contractor hereunder will be licensed to the County pursuant to the terms and conditions of the license agreements provided by the publishers of such software. 8.2 Custom software,if any,developed for the County hereunder will be subject to the requirements in Exhibit A. 8.3 With respect to software routines, programs, scripts, or diagrams or schematics written or formulated by Contractor or its subcontractors hereunder, Contractor will designate any third-party software tools (e.g., compilers or CAD programs)that were used in the development of such software, diagrams,or schematics. It is the preference of the County that non-proprietary tools be used for the development of such software, diagrams, or schematics,but if proprietary software tools must be used, then Contractor must provide the County with an object-code version,as well as available documentation on the use of such tools. The County may use such proprietary tools solely for the purpose of maintaining and modifying the software, diagrams, or schematics written or formulated by Contractor or its subcontractors for the Project. 8.4 All documentation required to be developed for the County pursuant to Exhibit A (7)("Documentation')will not be based on Contractor Confidential Information, unless there is a compelling need and the County agrees`in writing.The County shall own all such Documentation delivered hereunder except for(a)Documentation Contractor can demonstrate was previously developed by or for Contractor and is not in the public domain; or (b) Documentation identified in writing by Contractor and proved to the County's reasonable satisfaction as being developed solely with Contractor resources. 8.5 With respect to Documentation which is deemed to belong to Contractor in accordance with Section 8.4, Contractor grants the County a non-exclusive, royalty-free license to use and copy any such Documentation for its own internal use. The County shall have the right to disclose such Documentation to successor Contractors, contractors, or computer hardware or software maintenance organizations, provided such entities (a)have a need to know such information for the purposes of modifying, maintaining, or enhancing the County's equipment or software,and(b)agree not to use such information except with respect to work for the County. Such Documentation will not otherwise be disclosed outside County government without the advance written consent of Contractor, which shall not be unreasonably withheld or delayed. 9.0 RISK OF LOSS Risk of loss or damage for the Products shall pass to the County when the Project is accepted by the County pursuant to the provisions of Exhibit D. 10.0 INFRINGEMENT PROTECTION 10.1 All royalties or other charges for any patent, copyright,trademark,trade secret, or other proprietary right to be used in the Project shall be considered as included in the price for the Project. Contractor shall defend, indemnify, and hold the County harmless against any and all liabilities,judgments, costs, damages, and expenses resulting from a claim or suit against the County for alleged infringement of any patent, copyright, trademark, trade secret, royalty Page 9 CCC DoIDAdminThurl or license agreement, or other proprietary right arising out of the use by the County of the Products or Documentation for the purposes intended hereunder. As a condition of such indemnification, the County shall promptly inform Contractor of any such claim or suit,allow Contractor or its suppliers to control the defense against such suit, and cooperate in the defense against such suit, provided, however that in no event shall Contractor make any admission of guilt or liability on behalf of County without County's prior written consent. 10.2 if the County's use of any portion of the Products or Documentation is enjoined by a court of competent jurisdiction,Contractor shall at its option and expense and within 60 days of the enjoinment: (a)Procure for the County the right to use such infringing portion; (b)Replace such infringing portion with a non-infringing portion providing equivalent functionality; or (c) Modify the infringing portion so as to eliminate the infringement while providing equivalent functionality. 10.3 Contractor may delegate its responsibilities under Sections 10.1 and 10.2 to the manufacturer of the allegedly infringing Product, provided Contractor has received the advance written consent of the County. Such consent will not be unreasonably withheld or delayed. 11.0 INDEMNIFICATION AND INSURANCE Contractor shall comply with, and require its subcontractors to comply with, the terms and conditions of Exhibit E related to indemnity and insurance. 12.0 WARRANTIES AND MAINTENANCE 12.1 Products to be provided by Contractor hereunder will be subject to the warranties, if any of the manufacturers or suppliers of such Products. Contractor will ensure that such warranties are transferred to the County. 12.2 Contractor will provide maintenance or will arrange for maintenance for Products in the manner specified by Exhibits A and F. 12.3 Contractor represents and warrants to the County that, upon payment of the purchase price specified in this Agreement, the County will have good title to each of the Products, free and clear of all liens, encumbrances, and claims, with the exception of those Products listed in Exhibit B for which the County is only receiving a license to use. Unless otherwise agreed to in writing by the County, only new materials shall be used in each of the hardware Products provided by Contractor under this Agreement. 12.4 Contractor represents and warrants to the County,that at the time of installation,the software Products will be free of programming that is intentionally and specifically constructed for the purpose of destroying, interrupting, or otherwise adversely affecting the software Product's code or other code or data in a computer, such as by replicating itself or another program many times without any useful purpose. 12.5 Contractor warrants to the County that the Services to be performed by it and its subcontractors hereunder(a) will be performed in a competent manner by qualified personnel in conformance with industry standards, and (b) will conform to the performance and acceptance criteria set forth in Exhibit D.This warranty shall remain in effect during the entire term of this Agreement. In order to qualify for remedial action under this warranty, the County must report a warranty failure to Contractor in writing within the warranty period. Contractor shall not be responsible for remedial action under this warranty to the extent the failure to meet the warranty is caused by modification to the Products by the County or anyone other than Contractor or its subcontractors, unless under Page 10 CCC DoMAdminThurl Contractor's or its subcontractors'direction. 12.6 For contractor's failure to meet the warranty in Section 12.5, Contractor will use reasonable efforts to correct the failure, provided the County makes available to Contractor information concerning the failure. If Contractor is unable, by using reasonable efforts, to correct the failure within a reasonable period of time, Contractor will refund to the County an equitable portion of the amounts paid by the County based on the proportion of the Project affected by the failure and the severity of the failure with respect to the objectives of the Project. 12.7 Contractor warrants and represents to County that all software/firmware/hardware /equipment/systems developed, distributed,installed or programmed by Contractor pursuant to this Agreement: a) is Year 2000 compliant; will operate consistently, predictably and accurately, without interruption or manual intervention, and in accordance with all requirements of this Agreement, including without limitation all specification and/or functionality and performance requirements, during each such time period,and transitions between them,in relation to dates it encounters or processes; b) that all date recognition and processing by the software/firmware/hardware /equipment /system will include the four-digit-year format and will correctly recognize and process the date of February 29, and any related data,during Leap Years;and c)that all date sorting by the software/fumware/hardware/equipment/system that includes a "year category" shall be done based on the four-digit-year format. Upon being notified in writing by County of the failure of any software/firmware/hardware /equipment/systems to comply with this Agreement, Contractor will, within 60 days and at no cost to County,replace or correct the non-complying software/firmware/hardware /equipment/systems with software/firmware/hardware/equipment/systems that does comply with this Agreement. 12.8 Other systems: To the extent that the software/firmware/hardware/equipment/system will accept data from other systems and sources that are not Year 2000 compliant, the software/firmware/hardware/equipment/system must properly recognize, calculate, sort, store, output and otherwise process such data in a manner that eliminates any century ambiguity so that the software/firmware/hardware/equipment/system remains Year 2000 compliant. 12.9 No Disclaimers: The warranties set forth in sections 12.7 and 12.8 above shall not be subject to any disclaimer or exclusion of warranties or to any limitation of Licensor's liability under this agreement. 12.10 Contractor warrants that it has the corporate power and authority and the legal right to grant the licenses granted by Contractor under this Agreement and neither has nor will enter into agreement or take or fail to take action which shall restrict Contractor's legal right or ability to grant said licenses. 12.11 Contractor represents and warrants that it is aware of no circumstances that would impair its ability to fully perform its obligations under this Agreement. 13.0 DELAYS 13.1 Contractor acknowledges that, should completion of the Project be delayed beyond the date for attainment of the final milestone stated in Exhibit C,the County will suffer damages equal to the amount set forth in item C(4)of page 2 of this Agreement. Accordingly, except to the extent such delay is excused under Section 13.2, Contractor shall pay to the County the amount of damages set forth in item C(4)for delay of attainment of such final milestone. Page 11 CCC DoMAdminThurl 13.2 Neither party will be liable to the other party by reason of any failure in performance of this Agreement if the failure arises out of acts of God, acts of the other party, acts of non-County governmental authority, fires, strikes, delays in transportation, riots or war, or any cause beyond the reasonable control of that party. If any such event delays performance, the time allowed for such performance will be extended an amount of time equal to the period of such delay. 13.3 If performance under this Agreement is postponed or extended pursuant to Section 13.2 for longer than 60 days for a reason other than the acts of the County,then the County may, upon written notice to Contractor given during the postponement or extension, terminate this Agreement. In such case, Contractor shall be paid in accordance with Section 16.2. 14.0 TERMINATION FOR CONVENIENCE 14.1 The County may terminate this Agreement for convenience by providing Contractor 30 days advance written notice of such termination. Such notice may direct Contractor to stop work immediately on some portion or all of the Project and may direct Contractor to continue work until the termination date on other portions of the Project. 14.2 In the event of termination under this Section 14.0, the County's total payment to Contractor shall be determined in accordance with Section 16.2. 15.0 TERMINATION FOR CAUSE 15.1 It is expressly agreed that this Agreement shall be fully discharged only by the completion of all work and obligations contracted for,or with the written consent of the County. 15.2 If Contractor fails to begin work on the Project in a timely manner,fails to meet a milestone in Exhibit C by 15 or more days,or fails to carry out or breaches its obligations hereunder(and such failure or breach is not excused by Section 13.2), the County may terminate this Agreement by giving written notice of intent to terminate to Contractor. If Contractor has not completely cured its breach within 15 days of the receipt of such notice, then the County may terminate this Agreement upon the delivery of a written notice of termination to Contractor. 15.3 In the event of termination under this Section, the County may, at its option, return any or all copies of Documentation to Contractor which was the subject of the breach. The County's total payment to Contractor subsequent to termination shall be determined in accordance with Sections 16.2 and 16.3. 16.0 EFFECT OF TERMINATION 16.1 After receipt of notice of termination, Contractor shall (a) comply with the instructions of the County with respect to stopping or continuing work until the termination date; (b) place no further orders or subcontracts for Products or third-party Services, except as otherwise directed by the County; (c) terminate all orders for Products and subcontracts to the extent they relate to the performance of work terminated by the notice of termination; (d) return Products to their suppliers, if requested by the County and permitted by such suppliers, (e) deliver the Documentation and any custom software to the County in the form it is then in and not subject to the delivery acceptance criteria in Exhibit D, and (f) return to the.County all County Confidential Information, along with all copies and notes made therefrom and a certificate signed by Contractor's Authorized Representative evidencing compliance with this provision. 16.2 After termination pursuant to Section 14.0 or 15.0, the County shall pay Contractor, the amount due Contractor for completion by Contractor of the latest Project milestone set forth on Exhibit C, as such amount may be adjusted as provided herein, less any amounts previously paid to Contractor and any additional amounts which the County is entitled to withhold pursuant to Section 16.3. 16.3 If this Agreement is terminated for cause pursuant to Section.15.0,then the County shall be entitled to deduct the following amounts from any monies to be paid Contractor pursuant to Section 16.2: Page 12 CCC DoITlAdminThurl (a)An amount equal to the direct damages the County can prove it suffered as a result of breach of this Agreement by Contractor,such as the reasonable costs of having problems created by Contractor corrected by a third party. 16.4 Sections 7.0, 8.0, 9.0, 10.0, 11.0, 12.1, 12.3, 12.4, 17.0,and 18.1 shall survive termination of this Agreement. 17.0 DISPUTES 17.1 Except as provided in the Termination provisions herein, Contractor or its Subcontractors shall not stop work on the Project, due to a dispute. 18.0 PUBLICITY Prior to issuing any press release concerning the Project or otherwise making a public statement about the Project, Contractor shall obtain the County's written approval of the content of such press release or statement. Such approval will not be unreasonably withheld or delayed. Contractor shall impose this same requirement on its subcontractors. 19.0 NOTICES Any notice under this Agreement will be in writing delivered by hand, by certified mail(return receipt requested),or by other competent and reliable courier service(delivery receipt retained), to the other party at the address indicated in item C(2) of page 2 of this Agreement or to such other address as may be substituted by notice. Notice will be effective on the date of receipt,or,if delivery is refused, on the date the attempted delivery was refused. 20.0 NON-APPROPRIATIONS OF FUNDS In the event no funds or insufficient funds are appropriated and budgeted in any Fiscal Year for payments due under this agreement for the then current or the succeeding Fiscal Year during the term aforesaid, this agreement shall create no obligation on the County as to such current or succeeding fiscal year except as to the portions of payments herein agreed upon for which funds shall have been appropriated and budgeted, and no right of action or damages. shall accrue to the benefit of Contractor, its successors or assigns,as to that portion of this agreement which may so become unenforceable, except County agrees to peaceably surrender possession of the Products which have not been paid for by County. Contractor or its assignees shall have all rights and remedies to take possession of the Products which have not been paid for by County. 21.0 GENERAL PROVISIONS 21.1 In the performance of duties hereunder, Contractor shall comply,and shall require its subcontractors to comply, with all applicable federal, state,and local laws,rules,and regulations. 21.2 Neither party may assign this Agreement without the prior written consent of the other party; which consent will not be unreasonably withheld. 21.3 If any part or parts of this Agreement are held to be invalid,the remaining parts of this Agreement will continue to be valid and enforceable. 21.4 The headings in this Agreement are for reference purposes only; they will not affect the meaning or construction of the terms of this Agreement. 21.5 The provisions of this Agreement are for the sole benefit of the parties, and not for the benefit of any other persons or legal entities. 21.6 This Agreement may be executed by the parties in one or more counterparts, each of which when so executed shall be an original. All such counterparts shall constitute one and the same instrument. Page 13 CCC DOYRAdmin\Phurl 21.7 Each of the parties to this Agreement represents and warrants that it has the power and authority to enter into this Agreement and perform the action contemplated hereunder,and this Agreement has been duly authorized and is the valid binding and enforceable obligation of such parties. 21.8 This Agreement, including its referenced exhibits, contains the complete and exclusive understanding of the parties with respect to the subject matter hereof. Except for any terms or conditions of a Request for Quotes or Request for Proposal that are included by reference in this Agreement, this Agreement supersedes and cancels the terms and conditions contained in any previous Request for Quotes or Request for Proposals of the County, any prior Contractor negotiations, proposals, or other submissions to the County by Contractor, and any prior oral or written agreements or representations between County and Contractor concerning the Project. No waiver, alteration, or modification of any of the provisions hereof will be binding unless in writing and signed by a duly authorized representative of the party to be bound.Neither the course of conduct between the parties nor trade usage will act to modify or alter the provisions of this Agreement. 21.9 This Agreement is entered into and to be performed in the State of California and shall be governed and construed under the laws of the State of California. Any action relating to this Agreement shall be instituted and prosecuted in the courts if Contra Costa County, State of California. Page 14 CCC DoIT\Admin\Phurl EXHIBIT A STATEMENT OF WORK 1. General Description of Proiect Contractor will install convert test and maintain SIRE software that will provide County with a document management system so that County to scan, sort, and research records. The tasks to be performed by Contractor include: a) Installation of SIRE software and related hardware. b) Provision of all necessary software licenses. c) Testing of equipment/software and Training of County staff. d) Data conversion A full description of the document management system's capabilities is described in the attached Exhibit A-1. 2. Proiect Phases Phase 1: Initial Implementation. Contractor will install all software, hardware, and related equipment. Phase II: Projection completion. Contractor will test the scanning system for correct operation of all systems operations, including testing outlined in Exhibit D. Phase III: contractor will provide maintenance of the scanning system for a period of seven years pursuant to Exhibit F. 3. Proiect Control and Schedule Contractor will provide experienced management, administration, and support staff to ensure successful completion of the Project. Contractor support shall include the following functions and services: a. Administrative Control Contractor will maintain schedule, budget, and cost information appropriate to the successful management of the contract on program status and planned activities. This information includes an ongoing analysis of cost and schedule variances. Page 15 CCC DoIT\Adn in\Phurl b. Implementation Schedule Contractor shall perform its duties and responsibilities hereunder in accordance with the schedule in Exhibit C. Contractor acknowledges that prompt performance of all services hereunder is required. Contractor will use its best efforts to meet such deadlines and shall give the County prompt notice of any anticipated delays in meeting such deadlines. C. Reviews, Reports,and Meetings During the term of the Project, Contractor will conduct a project status review with the County approximately every two weeks or as otherwise agreed. These reviews will include a discussion on the status of the Project, including details on technical issues, schedules, problems and potential problems, and recommended solutions to such problems. In connection with such meetings, Contractor will draft a report covering the foregoing topics and give it to the County in advance of the meeting. In addition, Contractor will attend such other technical and programming meetings and produce such reports concerning the Project as requested by the County. 4. Software ' a. Licensing Terms The software provided under the Agreement shall be referred to as the "SIRE Software." The SIRE Software is licensed to the County pursuant to the terms and conditions of the software license set forth in Exhibit G and shall include any Customizations as referred to in Section 4.b below. b. Customizations to Contractor's Base Software Contractor will make modifications to base software as part of the contract and Contractor agrees to support these customizations under the license and maintenance obligations set forth in this agreement. c. Source Code Escrow Concurrent with the execution of this Agreement, Contractor will enter into a source code escrow agreement in the form of Exhibit H to this Agreement, and deliver a copy of the source code for the SIRE Software to a bonded escrow agent approved by the County and Contractor. Thereafter, Contractor will deliver a copy of each revision or update to the SIRE software, implemented by the County, to the escrow agent promptly after County Page 16 CCC Do1TWdmin\Phur1 implementation of such revision of update. 5. Software Support a. Installation Assistance Contractor shall install software and hardware, and configure the applications listed in the proposal and aid the County in acceptance testing. b. Telephone Support Software telephone support will be provided pursuant to the provisions of Exhibit F. 6. Data Conversion Contractor will perform data conversion as part of the project. 7. Documentation Contractor shall produce and deliver to the County for review and approval a comprehensive user manual for the Project and a technical manual provided with the Project (documentation for licensed software and its set-up and customization, system administration manual, programming manual, etc). Contractor shall also give the County an electronic version of such documentation in a mutually agreed upon format including a format which can be loaded on a server for Countywide on-line access. Such versions may be reproduced by the County for use only by County personnel and contract workers without further compensation to Contractor. All manuals provided with the hardware provided under the Agreement shall also be provided to the County in both electronic and hard copy media. Updates to the foregoing manuals shall be provided to the County without charge. 8. Additional Consulting Any consulting requested by the County, which is not covered by the Project, shall be provided at the rates set forth in Exhibit B. 9. Acceptance Testing To be successfully tested the Contractor installed software and hardware must meet the requirements set-forth in the project requirements and work with all existing software and hardware including SIRE. The Project as delivered and installed by Contractor will be tested in accordance with the provisions of Exhibit D. 10. Maintenance The Project will be maintained pursuant to the terms of the existing maintenance contract and Page 17 CCC Do171Admin\Phur1 Exhibit F. 11. Relocation of Proiect The County shall have the right to relocate the Project to another County site in Contra Costa County. The County shall also have the right to transfer the [SIRE] Software to another County computer system for the use of the Building Inspection Department and other entities with whom the Department has contractual relationships. Page 18 CCC DoYRAdmio\Phurl EXHIBIT B EQUIPMENT AND SOFTWARE DELIVERABLE ITEMS PRICING FOR ADDITIONAL ITEMS Equipment and Software Deliverable Items County's payments to Contractor under this Agreement includes the cost of all deliverables, including but not limited to software, hardware, project implementation, licenses, maintenance, labor, and other office and travel expenses, as more fully described in the attached Exhibit B-1. Pricing For Additional Services In the event that County wishes to purchase additional system related work not included in the contract fixed price, Contractor agrees to provide such labor rate at the rate of$200 per hour, subject to properly amendment to the Agreement pursuant to Section 6.0. In the event that County wishes to purchase the conversion of additional CDs, such conversion will be billed at the rate of $45 per CD, subject to a properly executed amendment to the Agreement pursuant to Section 6.0. In the event that County wishes to purchase additional modules and maintenance not included in the contract fixed price. Contractor agrees to provide them at the following rates: Module Module Maintenance Installation Training Price Price Price Price SIRE Workflow $7,995 $1,440 $1650 $1,650 SIRE WebCenter(15 licesences) $7,995 $1,439 $1650 $3,300 SIRE Forms Module $4,995 $899 $1650 $1,650 Permits Plus Integration $9,995 $1,799 $0 $3,300 The above Module Prices and Maintenances will not increase during the term of the contract. The Installation and Training costs billed will be based upon the actual need/time ($200/hour) and will not exceed the amounts listed above. Other discounts may apply including a $5,000 discount for purchasing the four modules within two years. Best Pricing Contractor represents and warrants that the license, labor, maintenance, training, consulting, data-conversion, and other fees listed herein and the prices charged for the hardware are the most favorable fees and prices Contractor offers to its customers. The best pricing provisions of this Section shall also apply to future purchases of software licenses, maintenance, training, data-conversion services, hardware and other services and products purchased by the County from Contractor. Page 19 CCC DorllAdminThurl EXHIBIT C PROJECT MILESTONES AND SPECIAL PAYMENT PROVISIONS PAYMENT PROVISIONS: Except as otherwise provided in this Agreement,County will pay Contractor the fixed price sum of$49,665 (Exhibit B-1) for implementation of the SIRE Software in separate installments upon successful completion of each milestone of the project according to the following schedule. Milestone 1: Installation of Software and Data Conversion: Deadline: March 31, 2004 Payment: $11,690 Upon approval by County that Contractor has successfully completed Milestone 1 by the given deadline, County will pay Contractor $11,690. Milestone 2: Testing, Certification and Acceptance Deadline: April 30, 2004 Payment: $11,360 Upon approval by County that Contractor has successfully completed Milestone 2 by the given deadline, County will pay Contractor $11,360. Milestone 3: Signature Pad Module Deadline: June 31, 2004 Payment: $9,181 Install Signature Pad Module and after County's acceptance of the devices and functionality, County will pay Contractor$9,181 (depending upon number of devices delivered). Milestone 4: Maintenance Deadline: Annually for seven years Payment: $.2,306 per year for 7 years, totaling of$16,142 After County's acceptance of the software system County will pay Contractor$2,306 up front annually as maintenance fees for the SIRE and related software for a period of seven years through the contract termination date of March 2011. Right to Withhold: County has the right to withhold payment to Contractor when, in the opinion of County expressed in writing to Contractor, (a)Contractor's performance, in whole or in part, either has not been carried out or is insufficiently documented, (b) Contractor has neglected, failed or refused to furnish information or to cooperate with any inspection, review or audit of its program, work or records, or (c) Contractor has failed to sufficiently itemize or document its demand(s) for payment. Page 21 CCC DoMAdminThurl EXHIBIT D PERFORMANCE AND ACCEPTANCE CRITERIA 1. Performance Criteria The Contractor is expected to submit a proposed acceptance-testing plan for review and approval by the County. The plan should adopt the performance criteria and functionality as set forth in the Technical Specification as accepted by the County and the user manual for the [SIRE] Software. 2. Testing and Acceptance. The Contractor's proposed acceptance-testing plan must include the following subjects at a minimum: a. Functional Testing In conjunction with the County, Contractor shall develop tests, which check the compliance of the Project with the functionality and performance described in the performance criteria. Such tests shall be submitted to the County for review and approval. After approval of the tests, Contractor shall run the tests in the presence of County personnel designated by the County. b. Stress Testing In conjunction with the County, Contractor shall develop tests, for review and approval by the County, which simulate the County's future projected conditions of continuous heavy use of the Project and/or sudden bursts of traffic under different patterns of usage. c. Real-Time Testing In conjunction with the County, Contractor shall develop tests to evaluate the Project in a real-time environment at the County with all data loaded into the system after successful. completion of functional testing and stress testing. Such tests shall last at least 30 days and shall measure Project performance in accordance with the acceptance criteria. d. Recovery Testing In conjunction with the County, Contractor shall develop tests, for review and approval by the County, which demonstrate recovery of databases and program files. Page 22 CCC DoITlAdminThurl e. Evaluation At the conclusion of each of the tests described above, the County must promptly inform Contractor in writing if the Project has passed or failed to pass the test. If the Project does not pass all aspects of the test, the County shall provide Contractor detailed information with documented examples concerning the failure to pass the test. If within 30 days after receipt of such written notice, Contractor is not able to remedy the cause of the failure to pass the test, then the County shall have the right to return the Project to Contractor, within 90 days after the date of such written notice to Contractor, for a full refund of the price paid by the County for the Project. Page 23 CCC DoITlAdmin\Phurl EXHIBIT E INDEMNITY AND INSURANCE CONTRA COSTA COUNTY CONTRACTUAL TERMS AND CONDITIONS Indemnity The Contractor shall indemnify, defend, save and hold harmless the Contra Costa County (hereinafter "County") its officers, agents and employees from any and all claims, costs and liability for any damages, sickness, death, or injury to person(s) or property, including without limitation all consequential damages, from any cause whatsoever arising directly or indirectly from or connected with the operations or services of the Contractor or its agents, servants, employees or subcontractors, hereunder, save and except claims or litigation arising through the sole negligence or sole willful misconduct of the County or its officers or employees. Contractor will reimburse the County for any expenditures, including reasonable attorneys' fees, the County may make by reason of the matters that are the subject of this indemnification, and if requested by the County will defend any claims or litigation to which this indemnification provision applies at the sole cost and expense of the Contractor. Insurance During the entire term of this Contract and any extension or modification thereof, the Contractor shall keep in effect insurance policies meeting the following insurance requirements unless otherwise expressed in the Special Conditions. a. Liability Insurance. The Contractor shall provide comprehensive liability insurance, including coverage for owned and non-owned automobiles, with a minimum combined single limit coverage of $500,000 for all damages, including consequential damages, due to bodily injury, sickness, or disease, or death to any person or damage to or destruction of property, including the loss use thereof, arising form each occurrence. Such insurance should be endorsed to include the County and its offices and employees as additional insureds as to all services performed by Contractor under this Agreement. Said policies shall constitute primary insurance as to the County, the State and Federal Governments, and their officers, agents, and employees, so that other insurance policies held by them or their self-insurance program(s) shall not be required to contribute to any loss covered under the Contractor's insurance policy or policies. b. Workers Compensation. The Contractor shall provide workers.' compensation insurance coverage for its employees. c. Certificate of Insurance. The Contractor shall provide the County with (a) certificate(s) of insurance evidencing liability and worker's compensation insurance as required herein no later than the effective date of this Contract. If the Contractor should renew the insurance policy(ies) or acquire either a new insurance policy(ies) or amend the coverage afforded through an endorsement to the policy at any time during the term of this Contract, the Contractor shall provide (a) current certificate(s) of insurance. d. Additional Insurance Provisions. The insurance policies provided by the Contractor shall include a provision for thirty(30) days written notice to County before cancellation or material changes of the above-specified coverage. EXHIBIT F MAINTENANCE OBLIGATIONS 1. Contractor will provide Maintenance services at a flat rate of$2,307 per year for a total of seven years after acceptance of the system by County. Maintenance services will include: 2. Ensure functionality of software 3. Provide all software upgrade releases. 4. Telephone response within 4 business hours. I I EXHIBIT G SOFTWARE LICENSE AGREEMENT i 1. Definitions "Documentation" means only technical publications relating to the use of the Software, such as reference, user, installation, system administrator and technical guides delivered by Contractor to County. i i "Tools" means the underlying architecture from which the Software is designed, and includes softwarIe application programming tools and code. "Software" means all or any portion of the United States version of the binary computer software programs (including corresponding source code) provided by Contractor or made by the County with Contractor's prior written consent, in machine readable form including all listed in Exhibit B-1 and all corrections or updates thereto. Software includes third-party software as identified in Exhibit B-1. "Server" means a single database or file server, which may be accessed by a network of personal computers. I "Territory" means the United States and Canada. "Site" means a specific, physical location of County's Server. i I 2. Licensee 2.1 'Contractor grants County a perpetual, non-exclusive, nontransferable license to use the licensed number of copies of the Software in the Territory. Any Third-Party Software products or modules provided by Contractor to County shall be used solely with Contractor's Software. County may use the Software temporarily on a machine other than the Server in the event that the Server is inoperable. County may make a reasonable number of copies of the Software solely for archive or emergency back-up purposes and/or disaster recovery testing purposes. 2.2 Contractor shall provide County with the licensed number of copies of the Software as specified on Exhibit B-1. i 3. License Exclusions 3.1 Except as expressly authorized herein, County shall not: i a) Copy the Software; b) Cause or permit reverse compilation or reverse assembly of all or any portioni of the Software; C) Distribute, disclose, market, rent, lease or transfer to any third party any portion of the Software, or use the Software in any service bureau arrangement, facility, management, or third party training; i I i d) Disclose the results of Software performance benchmarks to any third party without the..prior written consent of Contractor, except in any legal action relating to this Agreement or the services and products to be provided by Contractor hereunder or as otherwise required by law; e) Transfer the Software to a different Server platform without the prior written consent of Contractor(such consent not unreasonably withheld); f) Transfer the Software to a different Site without prior written notice to Contractor; g) Export the Software in violation of U.S. Department of Commerce export administration regulation; h) Invoke support libraries other than through documented API calls; and i) Use Tools except in conjunction with the licensed Contractor applications. 3.2 No license, right, or interest in any Contractor trademark, trade name or service mark is granted hereunder. 4. Fees and Payment Terms. 4.1 County shall pay Contractor the fees specified in Exhibit B-1 and in accordance with the schedule of payments listed in Exhibit C. 5. Title and Protection. 5.1 Contractor (or its third-party providers) retains title to all portions of the Software, any modifications to the Software developed with tools, and any copies thereof. Title to the physical media for the Software vests in the County upon delivery. Contractor represents that the Software contains valuable proprietary information and County shall not disclose the Software to anyone other than those of its employees or consultants under nondisclosure obligations who have a need to know for purposes consistent with this Agreement. County shall affix, to each full or partial copy of the Software made by the County, all copyright and proprietary information notices as affixed to the original. The obligations set forth in this paragraph shall survive termination of this Agreement. 5.2 The Software may be transferred to the U.S. Government only with the separate prior written consent of Contractor and solely with"Restricted Rights" as the term is defined in F.A.R.52.227-19(c)(2)(or DFAR 252.227-7013(c)(1) if the transfer is to a defense- related agency) or subsequent citation. EMBIT A-1 The core piece of software which provides the user interface to the electronic documents is SIRE'FileCenter.SIRE; is an out of the box, enterprise-wide document management solution. SIRE Solutions enables efficient,high-speed document distribution, controlled access, easy annotation and secure change management. SIRE offers and enterprise document management solution, optimized to work across multiple sites, diverse applications and a variety of computing environments using standard networks for data exchange. SIRE offers functionality that surpasses traditional high-end imaging solutions at dramatically lower cost. SIRE is an open MS Windows solution using industry-standard networks and SQL databases to integrate imaging with existing business applications. The proposed system has the build-in capability to expand from an entry level system into an enterprise-wide Electronic Document Management System (EDMS)system using the base configuration of hardware and software. SIRE approaches every project implementation with a System Design and Specification activity which will help ensure that the project is well understood by all parties and that all risk is well managed. SIRE: • Provides a turnkey document scanning and management system for your Records Management The SIRE EDMS allows key documents to be accessed and distributed electronically, thereby ensuring rapid access to up-to-date documents from a single point of access throughout the whole organization. SIRE Solutions, provides rapid access to images, reduced network traffic, rapid browsing through multiple images, low memory requirement on the client workstation and use of existing LAN and WAN and Web. • Provides a common repositoryfor fi<es and satisfies the security needs of your Agency The SIRE EDMS provides a common information repository, control and distribution system which can be integrated with an existing information technology infrastructure. The system provides security so that users in. different departments cannot access other documents without system administrator authorization. • Provides appropriate levels of security The SIRE EDMS improves security assigned levels of access based on "need-to-know." Key technical documents can be stored securely with no fear of loss or deterioration. In addition,your entire document library can be backed up so you always have a safety net. Secure copies can be taken and held off-site. • Provides solution availability and consistency The SIRE EDM provides access to all released documents from any location throughout the enterprise. A department within an organization can increase its use of the system at its own rate and under its own control. • Improves quality The SIRE EDMS provides consistent processes and procedures. Audit trails on projects are maintained and reported using SIRE Reporting Tools. Access to the most current information is controlled by SIRE DMS. • Integrates within the existing computing infrastructure The SIRE EDMS is fully compatible with all "open systems" standards. Integration to existing legacy systems can be accomplished with our SIRE API Toolkit. The proposed system can be designed to use the same primary index and liked to these applications by those indexes. The SIRE EDMS will store the index information for all the documents in one SQL compliant database. The SIRE EDMS will utilize the e-mail services of any Microsoft compliant Mail system for the routing of documents. The SIRE EDMS runs on any IPX/SPX or TCP/IP network. The server is Windows 2000/2003;the clients may be Windows 2000,XP,95/98 or NT. AlphCorp'SIRE is a supplier of document management solutions nationwide,from departmental to enterprise-wide. Headquartered in Salt Lake City,Utah with a regional office in Irvine,California_. SIRE is sold and serviced by LR Hines Consulting in northern California. • EXHIBIT B-1 SIRE EDMS Software Package Price Quote - 12/29/03 Provided by LR Hines Consulting, Inc. 198 Cirby Way, Suite 170-B, Roseville, CA 95678 Maintenance for Software Features Qty Unit Price Price Year 1,2004-05 Milestone 1/2 SIRE EDMS Server Software 1 $0 Included No charge SIRE Client Software licenses 10 $944 $9,440 $1,699 SIRE Capture- Scan and Index Production Modules 2 $2,995 $5,990 $1,078 SIRE Capture-Scan and Index to Folder Modules 2 $495 $990 $178 SIRE Capture Index Module 1 $1,895 $1,895 $341 SIRE Free Text Retrieval Software rfor uD to 25 usersl 1 $2,500 $2,500 $450 With the above software you will also receive the following modules SIRE Document Retention Manager Module Included No charge SIRE Audit Trail Module Included No charge SIRE CD Creator Included No charge SIRE Bar Code& Zone OCR Included No charge SIRE E-mail capability Included No charge Copy into file cabinet or folder capability Included No charge Integrated View for over 250 Native File Formats Included No charge Miletone 3 LRH Signature Pad Module(includes 1 Sig Pad) 1 $4,995 $4,995 No charge Signature Pads w/cable, no cc swipe 14 $299 $4,186 No charge Subtotal $29,996 $3,746 Competitive Disc $14,405 $1,440 . Subtotal $15,591 $2,306 Professional Services - Installation,Configuration,Training 3 $1,650 $4,950 Subtotal $20,541 $2,306 Milestone 4 NOTE: Annual maintenance prices to be held firm for 7 years,billed annually in advance Annual Maintenance for 2nd thru 7th year(2005-2011) 6 $2,306 $13,836 Conversion Pricing Conversion Utility 1 $3,500 $3,500 Convert DISC IMAGE CDs to SIRE 182 $45 $8,190 Creat disaster recover CDs for Sire 0 $45 $0 Conversion total $11,690 Subtotal $32,231 $16,142 Sale Tax 8.25% $1,286 Grand Total $33,517 $16,142 Total SIRE EDMS Package thru 2010 $49,659 SJaso-pmseGPending/SIRE EDMS Pricing a - Wo now accapr credit cards' Proposal i LR Hines Consulting.Inc. s 1380 Lead Hili Blvd..Suite 106 Roseville.CA 95661 Proposal Date: 02/07/2007 #: 231 ;i Phone:(916)784-8436 Proposal t Fax:(916)784-9489 LR 0-11 I NES E-mail:accounting@lrhines.com Web:www.lihiries.com CONSULTING,INC_ Bill To: Contra Costa County Al Harvey 651 Pine Street Martinez, CA 94553 Item Description Hours/Qty. Rate Total * * Recommended Professional Services Consultinc Professional Services-SIRE 4.1 Upgrade Installation & 1 0.00 0.00 Configuration -NO CHARGE, INCLUDED IN ANNUAL MAINTENANCE C nsultin_ Professional Services-SIRE 4.1 End User Upgrade 2 1,500.00 3,000.00 Training on new .Net Capture & FileCenter-2 Days Consultin' Professional Services-SIRE 4.1 SIRE Administrator 1 1,500.00 1.500.00 Training on new WebAdminstrator- 1 * *Optional LR Hines Modules developed for SIRE LRHI08 LR Hines Windows Printer Driver for SIRE. Prints from 1 3,995.00 3,995.ObT any Windows application directly to SIRE by creating a of image and prompting the user for the SIRE Cabinet and Index information -SIRE LICENSE LRHIQ8SM LR Hines Windows printer driver for SIRE -Annual 1 799.00 799.00 Maintenance and Support * *Optional Accella to SIRE Integration Link Module 400650 Accella Permits.and SIRE Integration Module -SITE 1 11,995.00 11,995.00T LICENSE, Includes ability to print, sign and store applications in SIRE, Links to related SIRE documents for viewing from within AA. 4000505M Accella Permits and SIRE Integration Module Annual 1 2,159.10 2,159.10T Maintenance and Support SubTotal Thank you for being our Customer! We appreciate your business! TeX (8.250/c Total SIGNATURE Page 1 A Wo now accept credit cards! Proposal LR Hines Consulting.Inc- ff1380 Lead Hill Blvd..Suite 106 Roseville.CA 95661 Proposal Date: 02/07/2007 Phone:(916)784-8436 Proposal#: 231 Fax�(91161784-9489 E-mail:accotinting@lrhines.com LR HINES Web:wvA-j.Irhines.corn CONSULTING,INC. Bill To: Contra Costa County Al Harvey 651 Pine Street Martinez, CA 94553 Item I Description Hours/Qty. Rate Total Optional Additional SIRE Client Licenses 20051 SIRE EDMS Full Access License Additional Concurrent 10 945.00 9,450.00T User Licenses - Each ?0051 SM SIRE EDMS Full Access License-Annual maintenance 10 170.10 1,701.00 for unlimited telepho ne support and software updates- Each 10050 SIRE Capture Production Scanning Module - 1 2 2,995.00 5,990.00T ScanStation User License. Includes Auto Indexing with Barcode. Batch and Zone OCR. 10050sm SIRE Capture Production Scanning Module -Annual 2 539.10 1,078.20 Maintenance for unlimited telephone support and software updates. Optional Reserved Pricing on additonal SIRE Modules from existih,g contract 20058 SIRE WebCenter for Browser based search and retrieval 1 7,995.00 7,995.00T of SIRE Documents/- includes 15 free View Only Access Client licenses 20058SM SIRE Annual Maintenance &Support(SAMS)for 1 1,440.00 1,440.00 unlimited telephone I support and software updates. Consulting Professional Services- Installation and config of above 1 1,650.00 1.650.00 optional software (Quickshot, WebCenter, AA etc.) SubTotal S52.752.30 Thank you for being our Customer! We appreciate your business. Tax (8.260/c S3,430.69 Total $56,182.99 Page 2 SIGNATURE