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3311 To authorize the execution of an Agreement with Harris Computer Corporation for Software Licensing and Consulting ServicesTHE CORPORATION OF THE TOWN OF TILLSONBURG BY-LAW .�,,5 A BY-LAW to authorize the execution of an Agreement with Harris Computer Corporation for Software Licensing and Consulting Services WHEREAS pursuant to Section 8 of the Municipal Act, 2001, S.O. 2001, C.25, a municipality has the capacity, rights, powers and privileges of a natural person for the purpose of exercising its authority under this or any other Act, AND WHEREAS it is deemed expedient to enter into an Agreement with Harris Computer Corporation for Software Licensing and Consulting services NOW THEREFORE the Council of the Corporation of the Town of Tillsonburg enacts as follows: 1. That the following Agreement attached hereto is hereby approved: Appendix "A" - Agreement with Harris Computer Corporation 2. That Appendix "A" hereto attached are declared to be part of this by-law as if written and incorporated herein. 3. That the Mayor and Clerk are hereby authorized to execute the docui-ncnt attached hereto and such other documents to implement the matters herein. 4. This By -Law shall come into force and effect upon enactment. READ a First, Second and Third Time, Signed, Sealed and Numbered this 25th day of March 2008. dcrk H-ORRIS CONTRACT AMENDMENT This amendment (hereinafter `Amendment') of the SOFTWARE LICENSE AND CONSULTING AGREEMENT (hereinafter `Contract') between THE CORPORATION OF THE TOWN OF TILLSONBURG ('Town of Tillsonburg', `Tillsonburg Hydro', or `Organization') and ADVANCED UTILITY SYSTEMS CORPORATION (hereinafter `Advanced') signed on is made and entered into by and between N. HARRIS COMPUTER CORPORATION (`Harris' or `Consultant'), who acquired Advanced, and TOWN OF TILLSONBURG. Town of Tillsonburg and Harris agree and acknowledge that the purpose of this Amendment is to modify as provided herein and otherwise continue the present contractual relationship between the Parties as described in their current Contract. In consideration of the extension of the mutual promises, representations, assurances, and provisions in the Contract and this Amendment, the adequacy of which is hereby acknowledged by the Parties, Town of Tillsonburg and Harris hereby agrees to amend the current contract as follows: 1. Harris will install and replace Town of Tillsonburg's existing Infinity customer information and billing system with NorthStar version 6.2 (described in Schedule A) on server(s) at Town of Tillsonburg based on hardware specifications approved by Harris' technical staff. 2. Harris will convert a total of five years of Town of Tillsonburg's customer data from Infinity C:IS to NorthStar. 3. Harris will set up the NorthStar system and train staff per our Pathfinder Implementation Methodology (described in Schedule C) and hours outlined ll1 the Fee Structure and Payment Schedule (Schedule D). 4. Harris will provide Town of Tillsonburg with ongoing support and maintenance for NorthStar as per our standard Support and Maintenance Agreement (described in Schedule E). 5. All references to CIS lqf pity in the current Contract shall hereby be deemed as references to Harris NorthStor. 6. The original Schedule A (Detailed Description of Software) is replaced by Schedule A attached hereto — all references in the current Contract to Schedule A shall in future be considered references to the new Schedule A. 7. The original Schedule B (Implementation Process and Schedule) is replaced by Schedule B attached hereto - all references in the current Contract to Schedule B shall in future be considered references to the new Schedule B; 8. The original Schedule C (Support Agreement) is replaced by Schedule E attached hereto - all references in the current Contract to Schedule C shall in future be considered references to the new Schedule E. Town of T HIsonburg 18iv3i22Og8 Fagg 1 i -l --A R R I S 9. The original Section 4.1 (Fees and Payments) and associated Schedule D is replaced with Schedule D attached hereto — the contents of 4.1 in the current Contract are hereby revoked. 10. In addition to the consulting services outlined in Section 2.1 of the current Contract, the Consultant agrees to perform the following services for the Organization: a. Provide interface (SPI deregulation, meter handheld, bank file / lockbox) and generic bill. print functionality b. Provide remote; consulting as required to assist with setup, configuration, cycle and parallel testing c. Provide on-site, post -implementation go -live support d. Provide continued remote consulting (implementation support) until such time as it is mutually agreed between the parties that the Organization is ready for "regular" support according to the terms of Schedule F. 11. In addition to the terms of 3.1 with respect to Grant of License, a. The Consultant hereby grants to the Organization the right to create and install one or more non -production Test company(ies) either on the same server or a different server. b. The Consultant hereby grants to the Organization the right to install the software on an additional server at a hot standby site for disaster recovery purposes. 12. Should Harris withdraw or discontinue support for NorthStar in the Ontario market within five years of contract signing Harris will reimburse the Town of Tillsonburg for all implementation costs outlined in this amendment or convert the Town of Tillsonburg to an appropriate replacement at Harris' expense. 13. Harris will increase the NorthStar user license from ten to fifteen without charging Tillsonburg an additional NorthStar license charge. The only cost would be for the third party licenses (4JS and appropriate database licenses) as reflected in our pricing. 14. Harris will perforin, at no charge, the necessary programming to receive a lock -box import file from the Town of Tillsonburg's Active Networks "Payment Manager" system. In addition, Harris will work with Active Network's staff to provide them with the appropriate API and file layout that will allow Active Network's Payment Manager to query the NorthStar database. Harris and Town of Tillsonburg agree that any and all the defined words or phrases in the current Contract between the parties will apply equally to and throughout the Amendment. For and in consideration of the mutual assurances, promises, acknowledgements, warrants, representations, and agreements set forth in the Contract and this Amendment, and for the other good and valuable consideration, the receipt and adequacy of which is hereby acknowledged, the undersigned hereby execute this Amendment of behalf of Town of Tillsonburg and Harris and by doing so legally obligate and bind Town of Tillsonburg to the terms and conditions of the Contract and this Amendment. Town of Tiiisonnurg 18/03/2"008 Page 2 14ARRIS IN WITNESS WHEREOF, the Parties have executed this Amendment to be effective the day of March, 2008. N. HARRIS COMPUTER CORPORATION Per: Name: Rob Di Murro Title: Executive Vice President THE CORPO ION OF THE TOWN OF TILLSONB G i Name: Stephen Molnar Title: Mayor THE CORPORATION OF THE TOWN OF TILLSONBURG n =f A Per: Naive: Michael Graves Title: Director of Corporate Services/Clerk Town of Tillsonburg 18/03/2008 Page 3 J -1-A R R I S Schedule "A" Software Description (see attached) Town of Tillsonburg 18/03/2008 Page 4 i -l -A R R l S Schedule "B" Implementation Process and Timetable I. COMPLETION OF SERVICES — GLOBAL TIMETABLE Project Commencement Date: April 2008 Estimated Project Completion Date: To be established Consultant's Project Manager: Ms. Mary Lee Whitehead Organization's Project Manager: Mr. Robert Musty Project Schedule: Statement of Work to follow II. COMPLETION OF SERVICES — KEY PHASE TIMETABLES 1. Conversion Process Projected Commencement Date: Estimated Projected Completion Date: 2. Installation/Setup Projected Commencement Date: Projected Completion Date: 3. Training Projected Commencement Date: Estimate Projected Completion Date: April 2008 April 2008 Project Plan to follow Project Plan to follow Project Plan to follow Town of Tillsonburq 18/03/2008 Page 42 I -I -A R R l S Schedule `C" Implementation Methodology Town of Tillsonburg 18/03/2008 Page 43 t-f,-ARR /5 Schedule "D" Fee Structure and Payment Schedule Licenses Description Tillsonburg Maintenance NorthStar CIS version 6.2 $909000 $359000 eCARE - Customer Web Portal $159000 $3,300 DSM -Demand Side Management $109000 $2,200 m CARE $22,500 $49950 EIS - Dashboard $53000 $11100 eDOC - File Management Software $7,000 $1,540 License Sub Total $1499500 $48,090 Software for Life & Incentives ($105,750) ($8,090) Total CIS Licenses $439750 $409000 Professional Services Description Hours Total System Installation 40 $6,000 Data Conversion 160 $24,000 Configuration 40 $6,000 Training 120 $18,000 Cycle Testing 40 $69000 Integrated Testing 40 $6,000 Project Management 100 $15,000 Go -Live Support 40 $6,000 Remote Consulting 120 $18,000 Bill Print 40 $6,000 Interface to Financials 24 $3,600 Hand Held 24 $3,600 Post Live On-site Time 40 $6,000 eDOC Install setup and training 8 $1,200 Embedded Cognos 8 Training 40 $6,000 eCARE & DSM Install setup and training 40 $6,000 mCARE Install setup and training 80 $12,000 EIS Install setup and training 24 $3,600 Total Hours 1020 Total Professional Services $1531000 3rd Party Licenses Description Canty Cost Maintenance 4J's GUI 15 $65750 $1,050 Embedded Cognos 8 Report Writer 1 $7,500 $1,650 tlf /' p' tl tl iY'F"9 i ..a '�.� 1-� - \ rV sit ``.t!`!Y ! ..� '1?7L! f�T �..t-j I I1 st�E 3bur i, tia.3 t14 .ryiit atvE..,ItRrfr Lt ;�.. 0� r�t vp Total 3rd Party $14,250 $29700 Town of Til isonburg 18/03/2008 Page 50 Project Summary Licenses Professional Services 3rd Party Licenses Project Total Excluding Travel Payment Schedule Summary: A. All figures quoted in Canadian dollars. R R 1 S Cost Maintenance $43t750 $40,000 $153,000 $0 $149250 $2,700 $211,000 $42,700 B. On execution of this Agreement Town of Tillsonburg agrees to pay the sum of $211,000 as per payment schedule below. C. Fees are summarized as follows: a. Licenses $435750 b. Services $1539000 C. 3rd Party $14,250 D. Payment Schedule Detail: a. 25% due upon signing b. 25% due on installation of software c. 25% start of training d. 25% due on `go live' (first bill produced). E. Special Note. Fee Structure does not include travel. Travel and related expenses are billed as incurred. F. Annual Support and Maintenance Fee............................................................ $42,700 G. Town of Tillsonburg will pay and remain under Advanced Support and Maintenance until go live which is defined as the first bill produced using NorthStar. Upon go live Harris will transition support from Advanced to our NorthStar Division. At this point the Annual Support and Maintenance Fees quoted above will be effective. H. Support and Maintenance fees will be prorated to December 31st. All future Support and Maintenance periods will run from January 1 s` to December 31 st I. 1N/Iaintenance on tlimi-party licenses is duc on execution of this Amendment, Town of Tillsonburg 18/03/2008 Page 51 R R / S J. Harris will provide the Town of Tillsonburg with a five year locked in Maintenance and Support Agreement. as follows: Annual Support and Maintenance Fees for the five year period are Year Support Fee 1 $42,700 2 $449835 3 $47,077 4 $49,431 5 $511 902 Town of Tillsonburg 18/03/2008 Page 52 Y-1-� R R / S Schedule "E" Support and Maintenance Agreement This support and maintenance agreement (the "Support and Maintenance Agreement") between Consultant and Organization becomes effective the earlier of ninety (90) days from the date of signing of the Software License, Implementation and Support and Maintenance Agreement or the date which represents the Completion of Services. Unless otherwise defined herein, all defined terms used herein shall have the meaning ascribed to them in the Software License, Implementation and Support and Maintenance Agreement. 1. Subject to the terms and conditions of this Support and Maintenance Agreement, Consultant shall provide support and maintenance services which include revisions, updates and enhancements to the Software and related materials under the Agreement. 2. Subject to the terms and conditions of this Support and Maintenance Agreement, Consultant shall provide software support via telephone and electronic mail, and site visits when necessary consistent with the hours of operation, all as described in Exhibit 1 hereto and in effect as of the date hereof, as such services may, at the discretion of Consultant, be modified or supplemented from time to time (provided that any changes generally apply to all licensees of Consultant). To enable Consultant to provide effective support, the Organization will establish auto remote access based on remote access procedures compatible with Consultant's practices. For emergency situations occurring on Consultant's observed holidays, Consultant will be available to the Organization by pager number and electronic mail to provide support. 3. In consideration for the support services specified in Section 2, Organization shall pay the Annual Support and Maintenance Fee of $42,700. The Annual Support and Maintenance Fee will be billed annually in advance beginning on the anniversary of the Support and Maintenance Agreement or on an alternative date mutually agreed to by both parties. If the Organization would like to match the annual invoicing of the Support and Maintenance Fee to its fiscal year or any other period it may request, in the initial year, that the Consultant issue a prorated invoice for the portion of the year remaining in said initial year. Consultant may change the Annual Support and Maintenance Fee ti-om time to time. In addition to the Annual Support and Maintenance Fee, Organization shall reimburse Consultant for Its direct expenses in providing support services pursuant to this Agreement, including, but not limited to: (a) courier services, photocopying, faxing and reproduction services, all reasonable travel costs, including a travel time rate of $50.00/hour, meal expenses of not more than $40.00 per diem (no receipts provided) and a mileac.,,cr ch rare. consistent with the Canadian Revenue Agcncv published guidelines, long distance telephone calls and all other reasonable expenses incurred in the performance of Consultant's duties hereunder. Town of Tillsonburg 18/03/2008 Page 53 14-A R R / S Consultant may update its reimbursement policies from time to time, in which case such updated policies shall apply for purposes of this Support and Maintenance Agreement, provided that such updated reimbursement policies must generally apply to all clients of Consultant. 4. All support services provided by Consultant to Organization other than those specified in Section 2 (such as, but not limited to, on-site support), shall be provided to Organization by Consultant at Consultant's then prevailing prices, hourly rates, policies and terms. For certainty, any updates of, or enhancements to, the Software will be made available to Organization free of charge (with respect to the actual updates or enhancements), but all services provided by Consultant with respect to such updates or enhancements will be subject to the Consultant's then -prevailing prices, hourly rates, policies and terms, meaning that such then -prevailing prices will apply to matters such as set-up and training relating to such updates or enhancements. 5. All payments hereunder shall be in Canadian dollars and shall be net of any taxes, tariffs or other governmental charges. 6. The Initial term of this Agreement shall be for one year beginning on the date determined in the opening paragraph of this Schedule D. The Agreement shall continue thereafter on an annual basis provided that Organization shall pay the then prevailing Annual Support and Maintenance Fee, unless terminated by either party upon giving to the other not less than 90 days notice in writing prior to the end of the first year or any subsequent anniversary of such date. If the Support and Maintenance Agreement is terminated by Organization, it shall be entitled to retain the Software licensed to it as at the date of such termination, but it will relinquish its rights to receive upgrades of, or enhancements to, the Software, services for the Software, or access to the Source in escrow upon the occurrence of any event specified in Section 2.6(d) of the Agreement. For certainty, and without mitigating the application of the Agreement during the term of this Support and Maintenance Agreement, the terms and conditions of the Agreement relating to the license of the Software and the Documentation and the rights and obligations of the parties with respect thereto will continue to apply to Organization following the termination of this Agreement. 7. Title to and ownership of all proprietary rights in the Software and all related proprietary information shall at all times remain with Consultant, and Organization shall acquire no proprietary rights by virtue hereof. 8. Unless terminated pursuant to Paragraph 6 hereof, this Support and Maintenance Agreement shall remain in full force and effect except as terminated as follows: (a) if either party neglects or fails to perform, observe or cure within ninety (90) days of written notice of such failure to perform any of its existing or future obllgatlolls. (h) i T t lrganizatimi attempts to assign MIS Agreement or any of Its rights hereunder, or undergoes a Reor2anlzatlon, without complvine with the A yrer_nient. Town of Tillsonburg 18/03/2008 Page 54 "t-hA R R 1 S 9. Unless otherwise agreed to by the parties, all notices required hereunder shall be made in accordance with the provisions of the Agreement. 10. Either party's lack of enforcement of any provision in this Support and Maintenance Agreement in the event of a breach by the other shall not be construed to be a waiver of any such provision and the non -breaching party may elect to enforce any such provision in the event of any repeated or continuing breach by the other. 11. A valid contract binding the parties hereto shall come into being only upon execution of this Support and Maintenance Agreement by a duly authorized agent, officer or representative of both parties. 12. This Support and Maintenance Agreement is the exclusive statement of the entire support and maintenance agreement between Consultant and Organization. No change, termination or attempted waiver of any of the provisions hereof shall be binding unless in writing and signed by the party against whom the same is sought to be enforced. 13. The parties hereto agree that the terms and conditions contained herein shall prevail notwithstanding any variations on any orders submitted by Organization. 14. The particular provisions of this Support and Maintenance Agreement shall be deemed confidential in nature and neither Organization nor Consultant shall divulge any of its provisions as set forth herein to any third party except as may be required by law. 15. (a) Termination of this Support and Maintenance Agreement shall not affect any right of action of either party arising from anything which was done or not done, as the case may be, prior to the termination taking effect. (b) The Organization and the Consultant recognize that circumstances may arise entitling the Organization to damages for breach or other fault on the part of the Consultant arising from this Support and Maintenance Agreement. The parties agree that in all such circumstances the Organization's remedies and the Consultant's liabilities will be limited as set forth below and that these provisions will survive notwithstanding the termination or other discharge of the obligations of the parties under this Support and Maintenance Agreement. (i) FOR BREACH OR DEFAULT BY THE CONSULTANT OR OTHERWISE IN CONNECTION WITH THIS SUPPORT AND MAINTENANCE AGREEMENT, INCLUDING A BREACH OR DEFAULT ENTITLING THE ORGANIZATION TO RESCIND OR BE DISCHARGED FROM THE PROVISIONS OF THIS SUPPORT AND MAINTENANCE AGREEMENT AND WHETHER IN THE NATURE OF A BREACH OF CONDITION OR A FUNDAMENTAL BREACH; THE ORGANIZATION'S EXCLUSIVE REMEDY, IN ADDITION TO ELECTING IF SO ENTITLED TO RESCIND OR BE DICCI-IAR GELS FROM THE PROVISIONS OF THIS SUPPORT AND MAINTENANCE AGREEMENT, SHALL BE PAYMENT BY Town of Tiiisonburg 18/03/2008 Page 55 Y4-ARRIS THE CONSULTANT OF THE ORGANIZATION'S DIRECT DAMAGES TO A MAXIMUM AMOUNT EQUAL TO, AND THE CONSULTANT SHALL IN NO EVENT BE LIABLE IN EXCESS OF, THE AMOUNT OF FEES ACTUALLY PAID BY THE ORGANIZATION TO THE CONSULTANT UNDER THIS SUPPORT AND MAINTENANCE AGREEMENT DURING THE THEN -CURRENT TERM OF THE SUPPORT AND MAINTENANCE AGREEMENT UP TO AND INCLUDING THE DATE OF TERMINATION. (11) IN NO EVENT SHALL ANY DAMAGES INCLUDE, NOR SHALL THE CONSULTANT BE LIABLE FOR, ANY SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES EVEN IF THE CONSULTANT HAS BEEN ADVISED OF THE POSSIBILITY THEREOF. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE CONSULTANT SHALL NOT BE LIABLE FOR LOST PROFITS, LOST BUSINESS REVENUE, FAILURE TO REALIZE EXPECTED SAVINGS, OTHER COMMERCIAL OR ECONOMIC LOSS OF ANY KIND, OR FOR ANY CLAIM WHATSOEVER AGAINST THE ORGANIZATION BY ANY OTHER PARTY. CLAUSES (i) AND (ii) SHALL APPLY IN RESPECT OF ANY CLAIM, DEMAND OR ACTION BY THE ORGANIZATION IRRESPECTIVE OF THE NATURE OF THE CAUSE OF ACTION UNDERLYING SUCH CLAIM, DEMAND OR ACTION, INCLUDING, BUT NOT LIMITED TO, BREACH OF CONTRACT OR TORT. 16. The parties hereby confirm that the waivers and disclaimers of liability, releases from liability, limitations and apportionments of liability, and exclusive remedy provisions expressed throughout this Support and Maintenance Agreement shall apply even in the event of default, negligence (in whole or in part), strict liability or breach of contract of the person released or whose liability is waived, disclaimed, limited, apportioned or fixed by such remedy provision, and shall extend to such person's affiliates and to its shareholders, directors, officers, employees and affiliates. 17. Where remedies are expressly afforded by this Support and Maintenance Agreement, such remedies are intended by the parties to be the sole and exclusive remedies of the Organization for liabilities of the Consultant arising out of or in connection with this Support and Maintenance Agreement, notwithstanding any remedy otherwise aN,Tailable at law or in equity. 18. This Support and Maintenance Agreement shall be governed by the laves of the Province of Ontario in which the Organization is located. 19. This Support and Maintenance Agreement may not be assigned by the Organization unless; concurrently with any such assignment, the Organization assigns its rights under, and complies with the provisions of the Agreement. Town of Tillsonburg 18/03/2008 Page 56 7-f-ARRIS 20. This Support and Maintenance Agreement shall be binding upon the successors and assigns of the parties and enure to the benefit of the successors and permitted assigns of the parties. 21. Time shall be of the essence of this Support and Maintenance Agreement. 22. The invalidity or unenforceability of any provision or covenant contained in this Support and Maintenance Agreement shall not affect the validity or enforceability of any other provision. or covenant herein contained and any such invalid provision or covenant shall be deemed to be severable. 23. The parties shall do all such things and provide all such reasonable assurances as may be required to consummate the transactions contemplated hereby, and each party shall provide such further documents or instruments required by any other party as may be reasonably necessary or desirable to effect the purposes of this Support and Maintenance Agreement and carry out its provisions. 24. This Support and Maintenance Agreement may be executed in counterparts (whether by facsimile signature or otherwise), each of which when so executed shall constitute an original and all of which together shall constitute one and the same agreement. Town of Tillsonburg 18/03/2008 Page 57 Nl-A R R l S IN WITNESS WHEREOF, the Parties have executed this Support and Maintenance Agreement to be effective as of the dat:v first written above. N. HARRIS COMPUTER CORPORATION Per: Name: Rob Di Murro Title: Executive Vice President THE CORPOTION OF THE TOWN OF TILLSONB G f, er: - Dame: Stephen Molnar Title: Mayor THE CORPORATION OF THE TOWN OF TILLSONBURG 7J Per: / ,- Name: Michael Graves Title: Director of Corporate Services/Clerk Town of Tillsonburg 18/03/2008 Page 58 y-/-ARR /5 Standard Support and Maintenance Services — Standard Guidelines The purpose of these guidelines is to provide our customers with information on our standard coverage, the services which are included as part of your annual software support, a listing of call priorities, an outline of our escalation procedures and other important details. Consultant reserves the right to make modifications to this document as required. The services listed below are services that are included as part of your software support. • 800 Toll Free Telephone support • Software for Life - Guaranteed Support on your existing applications for life - Cost effective upgrade solutions • Scheduled assistance for installations, upgrades & other special projects (there may be charges depending on the scope of work) • Technical troubleshooting & issue resolution • E-mail support call logging and notification • Free eSupport access 24 x 7 with the following on-line benefits: - Log & close calls - View & update calls - Update contact information - Access published documentation - Access available downloads - Access Support knowledge base - Participate in Discussion Forums - Report on metrics • Standard software releases and updates - Defect corrections (as warranted) - Planned enhancements - Provincial and/or Federal mandated changes (charges may exist depending on scope) - Payroll regulated changes - Participation in BETA program - Release notes • Limited training questions (15 minute guideline) • Customer Care Program - Quarterly News Letter with support tips - Technical support bulletins - Communication on new products and services - On-site visits (as required) • Design review for potential enhancements or custom modifications • Outstanding Calls Report with conference call (as required) • Ability to attend the annual customer conference (attendance fees apply) Town of Tilisonburg 18/03/2008 Page 59 14-A R R l S HelpDesk Hours Our standard hours of support are from 8:00 a.m. EST to 8:00 p.m. EST, Monday to Friday, excluding designated nated statutory holidays. Support is available from 8:00 p.m. EST through to 8:00 a.m. EST and is billable on an hourly basis. Support hours may vary by specific product line. Weekend assistance is available and must be scheduled in advance and in most cases is billable. Response Times Response tinges will vary and are dependant on the priority of the call. We do our best to ensure that we deal with incoming calls in the order that they are received, however calls will be escalated based on the urgency of the issue reported. Our response time guidelines are as fo ows: Priority 1: 1 - 4 hours Priority 2: 1 - 8 hours Priority 3: 1 - 24 hours Call Priorities In an effort to assign our resources to incoming calls as effectively as possible, we have identified three types of call priorities, 1, 2 & 3. A Priority 1 call is deemed by our support staff to be an Urgent or High Priority call, Priority 2 is classified as a Medium Priority and Priority 3 is deemed to be a Low Priority. The criteria used to establish guidelines for these calls are as follows: Priority 1— High • System Down (Software Application, Hardware, Operating System, Database) • Inability to process payroll checks • Inability to process accounts payable checks • Inability to process bills • Program errors without workarounds • Incorrect calculation errors impacting a majority of records • Aborted postings or error messages preventing data integration and update • Performance issues of severe nature impacting critical processes • hand-held interface issues preventing billing Town of Tillsonburg 18/03/2008 Page 60 7-4-A R R / S Priority 2 - Medium • System errors that have workarounds • Calculation errors impacting a minority of records • Reports calculation issues • Printer related issues (related to interfaces with our software and not the printer itself) • Security issues • Hind -held issues not preventing billing • Performance issues not impacting critical processes • Usability issues • Workstation connectivity issues (Workstation specific) Priority 3 - Low • Report formatting issues • Training questions, how to, or implementing new processes • Aesthetic issues • Issues with workarounds for large majority of accounts • Recommendations for enhancements on system changes • Questions on documentation Town of Til isonburg 18/03/2008 Page 61 R R/5 Call Process All issues orq uestions reported to support are tracked via a support call, our support analysts cannotp rovide assistance unless a support call is logged. Our current process for logging calls includes the following: eSupport (via website), email, phone and fax. • Your call must contain at a minimum: your organization name, contact person, software product and version, module and/or menu selection, nature of issue, detailed description of your question or issue and any other information you believe pertinent. • Our support system or one of our support analysts will provide you with a call id to track your issue and your call will be logged into our support tracking database. • Your call will be stored in a queue and the first available support representative will be assigned to deal with your issue. • As the support representative assigned to your call investigates your issue, you will be contacted and advised as to where the issue stands and the course of action that will be taken for resolution. If we require additional information, you will be contacted by the assigned support representative to supply the information required. • All correspondence and actions associated with your call will be tracked against your all in our support database. At any time, if available to you, you may log onto our website to see the status of your call. • Once your call has been resolved, you will receive an automated notification by email that your call has been closed. This email will contain the entire event history of the call from the time the call was created and leading up to the resolution of the call. You also have the option of viewing both your open and closed calls, if available to you, via our website. • If your issue needs to be escalated to a development resource or programmer for resolution, your issue will be logged into our development tracking database and you will be provided with a separate id number to track the progress of the issue. At this time, your support call will be closed and replaced by the development id number. The development id number will remain open until your issue has been completely resolved. Issues escalated to development will be scheduled for resolution and may not be resolved immediately depending on the nature and complexity of the issue. Contact the support department at your convenience for a status update on your development issues, or log onto our website (if available to you) to view your issues On- line. Town of Tillsonburg 18/03/2008 Page 62 R R l S Escalation Process Our escalationp rocess is defined below. This process has been put in place to ensure that es are being dealt with appropriately. If at any time you are not completely satisfied with issues g the resolution ofy our issue, you are encouraged to escalate with the support department as follows: Level 1: Contact the support representative working on your issue Level 2: Contact the support supervisor or group lead Level 3: Contact the director of support Level 4: Contact the vice president of support Level 5: Contact the CEO of Harris Holiday Schedule Below is a listing of statutory holidays. Please note that support services will be closed on designated days as outlined below. New Year's Eve Early Closure New Year's Day Closed Labour Day Closed Christmas Eve Early Closure Christmas Day Closed Boxing Day Closed Town of Tiiisonburg 18/03/2008 Page 63 t -/-A R R / 5 Billable Support Services The services listed below are services that are out of scope of your support and maintenance agreement and are therefore considered billable services. • Extended telephone training • Forms redesign or creation (includes Bill Prints, Notice Prints and Letters) • Setup & changes to hand-held interface or creation of new interface • Setup of new services or changes to services ( PAP, ACH, etc) • File imports/exports - Interfaces to other applications • Refi eshes, backups, restores, setting up test areas • Setup of new printers, printer setup changes • Custom modifications (reports, bills, forms, reversal of customizations) • Setting up additional companies / agencies / tokens / general ledgers • Data conversions / global modification to setup table data • Database maintenance, repairs & optimization • Extended Hardware & Operating System support • Upgrades & support of third party software • Installations / re -installations (workstations, servers) Test Databases & Environments We support customers in the maintenance of independent Test Environments for testing purposes. This allows customers the opportunity to test fixes, modifications, new business processes and/or scenarios without risking any potentially unwanted changes to the live environment. The creation of Test Databases & Environments is a billable service, quotations & incremental maintenance rates will be provided on request. Connection Methods To ensure we can effectively support our clients, we require that a communication link is established and maintained between our two sites. It is the client's responsibility to ensure the connection is valid at your location so that we can connect to your site and resolve any issues. Our supported methods of connection are: Direct Internet, Virtual Private Network (VPN), Remote Access Server (RAS), Direct Connection (modem) and Terminal Services (a backup connection may be required for file transfers). Town of Tillsonburg 18/03/2008 Page 64 `N--ARRlS Hardware and Third Party Support — if applicable The purpose of this section is to provide our customers with information on our standard coverage and the services which are included as part of your annual hardware and third party software support (if applicable). This section serves as a guideline for the support department but is superceded by an existing third party or other agreement. Standard Hardware and Third Party Software Support Services • 800 telephone support —first line phone support for troubleshooting (note more complex issues will be escalated to the actual vendor of the products) • "on call" after hours support (scheduled assistance for installations, upgrades and other special projects — there may be charges depending on the scope of work) • remote connection support • technical troubleshooting • limited training questions (15 minute guideline) • assistance with creation of backup scripts / backup recovery • assistance with recoN°ering data resulting from system crashes (charges may apply) • recommendations on specific hardware requirements • support provided for installed database issues (30 minute guideline) • ODBC installation and connection to database assistance • updating databases to support new versions of installed applications • assistance with database installation, configuration and updating Town of THIsonburg 18/03/2008 Page 65 Y--f-A R R l S The services listed below are services that are out of scope and are therefore considered billable -- please note that we do not provide hardware support for any printers: • on-site installation or upgrade of hardware and third party software • extended telephone training (beyond 15 minutes) • reconfiguration of hardware and fileservers • recovering data resulting from client error • upgrading of hardware systems • preventative maintenance monitoring or other services • recommending or assisting with disaster recovery plans • re-establishment of ODBC connection if connection was lost due to actions of customer • ODBC connections to other third party products • creation of custom reports • report writer training, upgrades and installations (other than at time of initial purchase) Town of Tiilsonburg 18/03/2008 Page 66 Client Client Contact Client Email Attachments: ❑ Chargeable Hours 000 Non -Chargeable Hours Schedule "F" Sample Form Change Order Change Order Rate Total Hours Date Software Application 14-A R R l S Amount $0.00 Client Signature Date Your signature serves as an acceptance of the "Amount" listed above as it relates to the description of work contained in this Change Order. Your signature also indicates you have reviewed and agree to the scope of work as detailed in any accompanying enclosures or attachments. T his SigI), d dOCLIHIC11i lndicatcN that you ild\;e proviticu �tii of tiic accuratc in orination ncccssai"y to �irOdiice the �Z'vrl� a5 stated in the above Change Order. Customer # Application # Originated by # PO# 0000000 Town of Tillsonburg 18/03/2008 Page 07 Y -I -A R R / 5 Schedule "G" Addendum This Addendum ("Addendum") is made and entered into by and between Consultant and Organization and hereby amends certain provisions of the Agreement. Consultant and Organization agree to make the amendments to the Agreement described in this Addendum. Initially capitalized terms not otherwise defined in this Addendum shall have the meaning(s) set forth in the Agreement. Except as otherwise provided in this Addendum, all other provisions of the Agreement shall remain in full force and effect. 1. Update addresses and contacts in section 4.10 ADDRESS FOR NOTIFICATION of the original Contract to reflect: N. HARRIS COMPUTER CORPORATION 1 Antares Drive, Suite 400 Ottawa, Ontario K2E 8C4 Attention: CEO Telephone: 613-226-5511, extension 2149 and in the case of the Organization, to: THE CORPORATION OF TOWN OF TILLSONBURG 10 Lisgar Avenue Tillsonburg, Ontario N4G 5A5 Attention: Clerk Telephone: (519) 688-3009 2. Replace `4.7 — Escrow' in the original Agreement with: 4.7 Provision of Source Code i. The Organization's ability to utilize the Software will be seriously jeopardized if the Consultant fails to maintain or support such Software unless complete Source Code for the Software and related Documentation is made available to the Organization for the Organization's use in satisfying the Organization's maintenance and support requirements. Therefore, the Consultant agrees that if an "Event of Default" occurs, then the Consultant shall promptly provide to the Organization one copy of the most current version of the Source Code for the affected Software and associated Documentation. ii. An Event of Default shall be deemed to have occurred if the Consultant: (1) ceases to market or make available maintenance or support Services for So twcare during a period in which the Organization is ei:titled to receive or to purchase, or is receiving or purchasing, such maintenance and support and the Consultant has not promptly cured such failure despite the Town of Tiilsonburg 18/03/2008 Page 68 y-I-� R R / S Organization's demand that the Consultant make available or perform such maintenance and support, (2) becomes insolvent, executes an assignment for the benefit of creditors, or becomes subject to bankruptcy or receivership proceedings, (3) ceases business operations generally or (4) has transferred all or substantially all of its assets or obligations set forth in this Agreement to a third party which has not assumed all of the obligations of the Consultant set forth in this Agreement. iii. The Consultant will promptly and continuously update and supplement the Source Code as necessary with all corrections, improvements, updates, releases, or other changes developed for the Software and Documentation. Such Source Code shall be in a form suitable for reproduction and use by computer and photocopy equipment, and shall consist of a full source language statement of the program or programs comprising the Software and available program maintenance Documentation which comprise the pre -coding detail design specifications, and all other available material necessary to allow a reasonably skilled programmer or access the Software without the assistance of the Consultant. iv. The governing License for the Software includes the right to use Source Code received under this Section as necessary to modify, maintain, and update the Software. v. The Consultant will deposit in escrow with its Escrow Agent a copy of the Source Code which corresponds to the most current version of the Software in use by the Organization. The Organization shall pay the fees for new account set-up and annual fees of the Escrow Agent for services provided, including any fees to add the Organization as a beneficiary to such escrow and any verification and testing of the escrow deposit which may be undertaken by the Escrow Agent at the Organization's request. The Consultant's entry into, or failure to enter into, an agreement with an escrow agent or to deposit the described materials in escrow shall not relieve the Consultant of its obligations to the Organization described in this Section. vi. If, as a result of an Event of Default, the Consultant fails to provide required support services, then any periodic license fee which the Organization is required to pay under this Agreement for Software shall be reduced to reflect such lack of support services. At such time as the Consultant commences offering the support services described in this Agreement for Software, the Organization may obtain such support Services as provided for elsewhere in this Agreement. 3. Schedule "E" `Support and Maintenance Agreement'(page 53 paragraph one). Replace the following; This support and maintenance agreement (the "Support and Maintenance Agreerncin"') ��eiweell Loitsultd��t diiu Vi diilldi l)11 ue ;oi�:ies eft ctivt� Town of Tillsonburg 18/03/2008 Page 69 1--1-A R R / S the earlier of ninety (90) days from the date of signing of the Software License, Implementation and Support and Maintenance Agreement or the date which represents the Completion of Services. WITH Town of Tillsonburg will pay and remain under Advanced Support and Maintenance until go live which is defined as the first billing cycle produced and sent to customer using NorthStar. Upon `go live' Harris will transition support from Advanced to our NorthStar Division. 4. Schedule "E" `Support and Maintenance Agreement' (page 53). Replace the following: WITH In consideration for the support services specified in Section 2, Organization shall pay the Annual Support and Maintenance Fee of $42,700. The Annual Support and Maintenance Fee will be billed annually in advance beginning on the anniversary of the Support and Maintenance Agreement or on an alternative date mutually agreed to by both parties. If the Organization would like to match the annual invoicing of the Support and Maintenance Fee to its fiscal year or any other period it may request, in the initial year, that the Consultant issue a prorated invoice for the portion of the year remaining in said initial year. Consultant may change the Annual Support and Maintenance Fee from time to time. In consideration for the support services specified in Section 2, Organization shall pay the Annual Support and Maintenance Fee of $42,700. The Annual Support and Maintenance Fee will be billed annually in advance beginning on the anniversary of the Support and Maintenance Agreement or on an alternative date mutually agreed to by both parties. If the Organization would like to match the annual invoicing of the Support and Maintenance Fee to its fiscal year or any other period it may request, in the initial year, that the Consultant issue a prorated invoice for the portion of the year remaining in said initial year. Consultant may change the Annual Support and Maintenance Fee from time to time after the first five years of this agreement as per the locked in maintenance agreement listed in Schedule D. 5. Schedule "E" `Support and Maintenance Agreement' (page 54 Section 6). Replace the following: If the Support and Maintenance Agreement is terminated by Organization, it shall be entitled to retain. the Software licensed to it as at the date of such termination, but it will relinquish its rights to receive upgrades of, or enhancements to, the Software, services for the Software, or access to the Source in escrow upon the occurrence of any event specified In Section 2.6(d) of the Agreement. WITH Town of Tillsonburg 18103/2008 Page 70 N-ORRIS If the Support and Maintenance Agreement is terminated by Organization, it shall be entitled to retain the Software licensed to it as at the date of such termination, but it will relinquish its rights to receive upgrades of, or enhancements to, the Software, services for the Software, or access to the Source in escrow upon the occurrence of any event specified in Section 4.7 of the original Agreement. 6. Exhibit I. `Support and Maintenance Agreement —Standard Guidelines' (page 59). Replace the following: - Provincial and/or Federal mandated changes (charges may exist depending on scope) WITH - Provincial and/or Federal mandated changes 7. Exhibit I. `Support and Maintenance Agreement —Standard Guidelines' (page 64). Replace the following: Billable Support Services The services listed below are services that are out of scope of your support and maintenance agreement and are therefore considered billable services. NVITH Billable Support Services The services listed below are services that are out of scope of your support and maintenance agreement and are therefore considered billable services. Services will be billed at the current prevailing rate plus expenses. The rate as of March 2008 is $150 per hour. 8. Exhibit I. `Support and Maintenance Agreement —Standard Guidelines' (page 53). Replace the following: The Annual Support and Maintenance Fee will be billed annually in advance beginning on the anniversary of the Support and Maintenance Agreement or on an alternative date mutually agreed to by both parties. WITH The Annual Support and Maintenance Fee will be billed quarterly in advance beginning on the anniversary of the Support and Maintenance Agreement or on an alternative date mutually agreed to both parties. Town of Tillsonburg 18/03/2008 Page 71 N -A R R / S Schedule "G" Project Plan Project Plan will be delivered after `Kick Off Meeting' Town of TiIisonburg 18/03/2008 Page 72