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02nd Addendum 09/19/2007 DANNY L. KOLHAGE CLERK OF THE CIRCUIT COURT DATE: October 2, 2007 TO: Andrew Trivette, Director Growth Management Division ATTN: Mayra Tezanos Executive Assistant Pamela G. Ha& Deputy Clerk FROM: At the September 19,2007, Board of County Commissioner's meeting the Board granted approval and authorized execution of an Addendum to the Software License Agreement between Monroe County and Sungard Pentamation, Inc. to upgrade the permitting software and provide onsite training to the Building, Planning & Environmental Resources and Code Enforcement Departments. Enclosed is a duplicate original of the above-mentioned for your handling. Should you have any questions please do not hesitate to contact this office. cc: County Attorney Finance File/ SUNGARD PENTAMATION INC. ADDENDUM Name and Address of Client: Monroe County Technical Services 2798 Overseas Highway Marathon, FL 33050 Telephone: (305) 289-2504 Attn: Eric Udell Licensor: SunGard Pentamation Inc 3 West Broad Street Bethlehem, PA 18018 Telephone: (610) 691-3616 Fax: (610) 954-8378 1. SunGard Pentamation and Client agree to amend their existing agreement, dated January 14, 1999, to add the following as attached hereto and part of this Agreement. ::r""" C) CJ g -~~I :z ),::>> ......, .-- ~e~~ f5 n. r-- I ,._~; (:.J(j' N :u Products and Services Appendix 1 - Licensed Software, Training and Support Appendix 2 - Implementation Services Appendix 3 - Hardware Equipment / Services , " --:('"-)1 _," =z::: I All terms and conditions of the existing Agreement shall remain in effect (wittrlli~;excetniOn of; prices and payment terms indicated herein). Payment terms are as follows: ~o/.f~f Liotnse~; Software will be due upon execution of this Agreement. 75% of Licensed Software dLRrupon delivery of Software. The initial Maintenance and Support term shall be for a period of one year commencing upon execution of this Agreement. Training and other professional services will be invoiced on a monthly basis as incurred. :'~J Monroe County is exempt from taxation. Its tax-exempt number is 85-8013825294C-7. IN WITNESS WHEREOF AND INTENDING TO BE LEGALLY BOUND, the parties have caused this Agreement to be signed by its duly authorized officer. SUNGARD PENTAMATION INC MONROE COUNTY, FL By: ~~ Print Name: Donald V. Aooleton By: ~4~ - Print Name: Mario DiGennaro Print Title: President & Chief Ooeratina Officer Print Title: Mavor/Chairman Date Signed: /Auaust28. 2007 /} F i ( J/ . , , Date Signed: September 19. 2007 l ~- . \' " , MONROE COUNTY ATTORNEY APEaOVED AS T . 06/07-926 "\ . ';~:<-\- ", '~~;C{~~:t~~. ."'-._:C,';'_ Monroe County, FL Investment Summary Page August 28, 2007 Pricing Summary Price Appendix 1 - Licensed Software, Training and Support eCommunityPLUS Applications $9,020 eGovPLUS Applications 5,420 Recommended Implementation/Training -eCommunityPLUS 8,800 Recommended Training-eGovPLUS 800 Appendix 2 - Implementation Services PLUS SERIES Custom Enabling 750 Custom Programming/Services 12,000 Data Conversion Services-eCommunityPLUS 3,750 Appendix 3 - Hardware Equipment/Services Installation Services 7,750 Total $48,290 Year 2 Support Summary Price eCommunityPLUS Applications $4,375 eGovPLUS Applications 840 Total: $5,215 Detailed Investment Pages Follow Monroe County, FL 6/07-926 APPENDIX 1 - LICENSED SOFTWARE eCommunityPLUS Applications License Year 2 Imple. Training Training Fees* Maint Days Days Cost Code Enforcement(Maintenance Reinstatement Fee) $2,800 $1,470 1.5 1.0 $4,000 ESRI Arcview GIS Interface 1 (Maintenance Reinstatement Fee) 1,000 525 - - - Service Requests(Maintenance Reinstatement Fee) 2,800 1,960 1.0 1.0 3,200 Workflow Center 2 2,420 420 - 1.0 1,600 Total Without Optional Items: $9,020 $4,375 2.5 3.0 $8,800 *First year maintenance and support included at no additional cost. eCommunityPLUS Footnotes: I Training and implementation days include product training and installation of software on up to six(6)desktop PCs at your site. PCs must have license for ESRI's ArcView v9.x. The web-services component of the 4Js Genero compiler must be installed on the application server. 2 There is no installation fee when installed with the core suite of applications. When installed as an add-on product there is a phone installation fee of$1,000. The product requires a dedicated native Microsoft Web Server running Windows and IIS. eCommunityPLUS requires the availability of an ANSI compatible'C'Compiler. eGovPLUS Applications License Year 2 Imple. Training Training Fees" Maint Days Days Cost e-Inspectors Portal 2,420 420 - 0 5 800 e-Service Requests 1 (Maintenance Reinstatement Fee) 3,000 420 - - 0 Total Without Optional Items: $5,420 $840 - 0.5 $800 *First year maintenance and support included at no additional cost. eGovPLUS Footnotes I Add-on to eGovPLUS core application. The customer must license the eGovPLUS core application before an add-on module can be licensed. If licensing the ePayments Interface,the customer must establish a Payflow Link account with VeriSign(approximate cost-one time setup fee of$180 plus$20/month for up to 500 transactions). There is no installation fee when installed in conjunction with the eGovPLUS core application. When installed as an add-on product,there is a phone installation fee of$150 per module. Additional Training Notes: The training fee for the above applications is$1,600 per day plus travel related expenses. Applicable travel expenses for training services are included in the daily training rate. Training days are based upon an eight hour day,which includes setup time. Should additional daily time be needed for implementation assistance beyond the standard eight hour day,this can be scheduled with the trainer for the standard training rate of$150/hour. Any training required beyond those days indicated above will be performed at the then standard per diem or hourly training rate. Training day counts are based on a maximum class size of 16 individuals(eight desktops with two individuals per desktop). Any training scheduled more than 12 months after the execution date of this agreement will be at our then standard per diem rate. The schedule for the above training services will occur as mutually agreed by SunGard and Client and as documented in a training agenda that will be sent to the Client. SunGard's cancellation policy requires a 21-day advance notice to cancel scheduled training. Cancellations within 6-21 days of the scheduled service will be invoiced at 50%of the total quoted service cost. Cancellation within 5 days,or on the scheduled date,the service will be invoiced at 100%of the quoted cost. For any cancellation of on-site services,any non-refundable travel expenses will be invoiced to your organization at cost. Monroe County, FL 6/07-926 APPENDIX 2 - IMPLEMENTATION SERVICES PLUS SERIES Custom Enabling Days Cosa Community Applications-Custom Enabling N/A 750 Total Without Optional Items: 0.0 $750 Custom Programming/Services Training Cosa Days Central Receipting 2.0 3,200 Community Development 3.0 4,800 Contractor Licensing 0.5 800 eGovPLUS 2.0 3,200 Total Without Optional Items: 7.5 12,000 Data Conversion Services -eCommunityPLUS Application/Files File Build Method Cost Land Management(From existing computer files or County/State files1 Conversion of Encompass 4.0 data formats to CommunityPLUS 8.1 data formats for SQL $3,750 Total Without Optional Items: $3,750 eCommunityPLus System Requirements Customers previously running release 8.1 or prior, require a Web Version upgrade license for those CommunityPLUS applications for which a web version is currently available.. Requires a database of MS-SQL or IBM Informix or Oracle. Requires a Domain Controller with Active Directory when implementing a Windows Operating System on the Server. RSHD from Denicomp Systems for mailmerge. Monroe County, FL 6/07-926 eGovPLUS System Requirements Microsoft IIS Server ODBC link to the database server GIS Interface ESRI ARCView8/9-ARCGis8/9 Components required are ARC MAP and CATALOG ODBC link to the database server APPENDIX 3 - HARDWARE EQUIPMENT/ SERVICES Hardware Equipment/Services Cost Setup and Installation of PLUS Environment, Installation of CommunityPLUS Applications, and Installation of eGov Web Applications $7,750 Total Without Optional Items: $7,750 Monroe County,FL 6/07-926 ERTIFICATE NUMBER MARSH CERTIFICATE OF INSURANCE . CLE-000737628-14 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS Marsh USA Inc. NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN THOSE PROVIDED IN THE TWO LOGAN SQUARE POLICY.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE PHILADELPHIA,PA 19103-2797 AFFORDED BY THE POLICIES DESCRIBED HEREIN. Attn:Contract.ReviewCSS@marsh.com Fax:212-948-1306 COMPANIES AFFORDING COVERAGE COMPANY 669365-SUNGA-GAWU-07-08 PENTA GAW A LIBERTY MUTUAL FIRE INSURANCE COMPANY INSURED COMPANY SUNGARD DATA SYSTEMS INC., B N/A ITS COMPANIES AND SUBSIDIARIES 680 E.SWEDESFORD ROAD COMPANY WAYNE,PA 19087 C LIBERTY INSURANCE CORPORATION COMPANY D COVERAGES This certificate supersedes and replaces any previously issued certificate for the policy period noted below. 7 _ THIS IS TO CERTIFY THAT POLICIES OF INSURANCE DESCRIBED HEREIN HAVE BEEN ISSUED TO THE INSURED NAMED HEREIN FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,CONDITIONS AND EXCLUSIONS OF SUCH POLICIES.AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. CO TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS LIR DATE(MM/DD!YY) DATE(MMIDDIYY) A GENERAL LIABILITY TB2-631-508221-047 05/01/07 05/01/08 GENERAL AGGREGATE $ 10,000,000 X COMMERCIAL GENERAL LIABILITY PRODUCTS-COMP/OP AGG $ 2,000,000 CLAIMS MADE X OCCUR PERSONAL&ADV INJURY $ 1,000,0,00 OWNER'S&CONTRACTOR'S PROT EACH OCCURRENCE $ 1,000,000 X CONTRACTIIALLIABILITY FIRE DAMAGE(Any one fire) $ 1,000,000 MED EXP(Any one person) $ 10,000 A AUTOMOBILE LIABILITY AS2-631-508221-057 05/01/07 05/01/08 COMBINED SINGLE LIMIT $ 2,000,000 X ANY AUTO ALL OWNED AUTOS DEDUCTIBLES: BODILY INJURY $ SCHEDULED AUTOS COMP:$1000 PPT,HIRED PPT, (Per person) X HIRED AUTOS LT TRUCK/$3000 OTHER BODILY INJURY X NON-OWNED AUTOS COLL:$1000 PPT,HIRED PPT, (Per accident) $ X AUTO PHYSICAL DAMAGE LT TRUCK/$3000 OTHER PROPERTY DAMAGE $ GARAGE LIABILITY r h .t/- I l pp A� I [ —a s 'cs. S�a,6t �� ��IY! �' I'':IL 6 AUTO ONLY-EA ACCIDENT $ ANY AUTO OTHER THAN AUTO ONLY: Mt/J. 4 l EACH ACCIDENT $ ....�r. q�1,,0() I _� AGGREGATE $ EXCESS LIABILITY 61 ris d"' '® — - - 1 p� EACH OCCURRENCE $ UMBRELLA FORM--] WAIVER NIA— �r� AGGREGATE $ OTHER THAN UMBRELLA FORM $ c WORKERS COMPENSATION AND WA7-63D-508221-017(AOS) 05/01/07' 05/01/08 X I TORS NU- ER - EMPLOYERS'LIABILITY C WC7-631-508221-027(WI) 05/01/07 05/01/08 EL EACH ACCIDENT $ 1,000,000 THE PROPRIETOR/ X INCL EL DISEASE-POLICY LIMIT $ 1,000,000 PARTNERS/EXECUT VE OFFICERS ARE: EXCL EL DISEASE-EACH EMPLOYEE $ 1,000,000 OTHER DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/SPECIAL ITEMS , MONROE COUNTY BOARD OF COUNTY COMMISSIONERS IS LISTED AS AN ADDITIONAL INSURED. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE POLICIES DESCRIBED HEREIN BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE INSURER AFFORDING COVERAGE WILL ENDEAVOR TO MAIL 3fl DAYS WRITTEN NOTICE TO THE MONROE COUNTY BOARD OF CERTIFICATE HOLDER NAMED HEREIN,BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR COUNTY COMMISSIONERS . ATTN:MAYRA TEZANOS LIABILITY OF ANY KIND UPON NE INSURER AFFORDING COVERAGE,ITS AGENTS OR REPRESENTATIVES,OR THE 1100 SIMONTON STREET ISSUER OF THIS CERTIFICATE. KEY WEST,FL 33040 MARSH USA INC. BY: Mary Radaszewski ----1T42-f- 6r`1a—a- }'`4."-&,4`" MM1 3/02 VALID AS OF:„09/06/07 ( R HCERTIFICAT CERTIFICATE NUMBER E �JF INSURANCE ,: CLE 00 3 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS Marsh USA Inc. NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN THOSE PROVIDED IN THE TWO LOGAN SQUARE POUCY.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE PHILADELPHIA, PA 19103-2797 .. __ ,AFFORDED BY THE POLICIES DESCRIBED HEREIN. Attn:Contract.ReviewCSS@marsh.com Fax:212-948-1306 • 4, ;)'11r`l', MPANIES AFFORDING COVERAGE —COMPANY---) 669365-SUNGA-GAWU-07-08 PENTA GAW i A LIBERTY I UTUAL FIRE INSURANCE COMPANY INSURED �+[P ' 7COMPA�' SUNGARD DATA SYSTEMS INC., )L-I 77 'g' N/A ITS COMPANIES AND SUBSIDIARIES 680 E.SWEDESFORD ROAD COMPANY WAYNE,PA 19087 M)NN)l aourRy LIBERTY INSURANCE CORPORATION D COVERAGES This certificate.supersedes,and replaces any;previously Issued:certificate for the:policy period noted below 1 7 THIS IS TO CERTIFY THAT POLICIES OF INSURANCE DESCRIBED HEREIN HAVE BEEN ISSUED TO THE INSURED NAMED HEREIN FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,CONDITIONS AND EXCLUSIONS OF SUCH POLICIES.AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. CO TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS LTR DATE(MM/DD/YY) DATE(MM/DD/YY) A GENERAL LIABILITY TB2-631-508221-047 05/01/07 05/01/08 GENERAL AGGREGATE $ 10,000,000 X COMMERCIAL GENERAL LIABILITY PRODUCTS-COMP/OP AGG $ 2,000,000 CLAIMS MADE X OCCUR PERSONAL&ADV INJURY $ 1,000,000 OWNER'S&CONTRACTOR'S PROT EACH OCCURRENCE $ 1,000,000 X iCONTRACTUAL LIABILITY FIRE DAMAGE(Any one fire) $ 1,000,000 MED EXP(Any one person) $ 10,000 A AUTOMOBILE LIABILITY AS2-631-508221-057 05/01/07 05/01/08 COMBINED SINGLE LIMIT $ 2,000,000 X ANY AUTO ALL OWNED AUTOS DEDUCTIBLES: BODILY INJURY $ SCHEDULED AUTOS COMP:$1000 PPT,HIRED PPT, (Per person) X HIRED AUTOS LT TRUCK/$3000 OTHER BODILY INJURY X NON-OWNED AUTOS COLL:$1000 PPT,HIRED PPT, (Per accident) $ X AUTO PHYSICAL DAMAGE LT TRUCK/$3000 OTHER PROPERTY DAMAGE $ GARAGE LIABILITY - Lr, / 1�j \ '�[i^L 'l' � I`-1 E.` h.;,{'•, I�I,feI3.•�:_,.�� AUTO ONLY-EA ACCIDENT $ ANY AUTO L i�.__'" '{ �_ - OTHER THAN AUTO ONLY EACH ACCIDENT $ 1,-.;:-.—E 'J 1I 7'D� AGGREGATE I$ EXCESS LIABILITY �,�)��:1`V'E r.? NIA ��'f--=';T-��- EACH OCCURRENCE $ UMBRELLA FORM AGGREGATE $ OTHER THAN UMBRELLA FORM $ c WORKERS COMPENSATION AND WA7-63D-508221-017(AOS) 05/01/07 05/01/08 X TORY LIMITS I o R EMPLOYERS'LIABILITY C WC7-631-508221-027(WI) 05/01/07 05/01/08 EL EACH ACCIDENT $ 1,000,000 THE PROPRIETOR/ X INCL EL DISEASE-POLICY LIMIT $ 1,000,000 PARTNERS/EXECUTIVE I OFFICERS ARE: EXCL' EL DISEASE-EACH EMPLOYEE $ 1,000,000 OTHER DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/SPECIAL ITEMS MONROE COUNTY BOARD OF COUNTY COMMISSIONERS IS LISTED AS AN ADDITIONAL INSURED. CERTIFICATE-HOLDER » .. CANCELLATION SHOULD ANY OF THE POLICIES DESCRIBED HEREIN BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF. THE INSURER AFFORDING COVERAGE WILL ENDEAVOR TO MAIL_IQ DAYS WRITTEN NOTICE TO THE MONROE COUNTY BOARD OF CERTIFICATE HOLDER NAMED HEREIN,BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR COUNTY COMMISSIONERS ATTN:MAYRA TEZANOS LIABILITY OF ANY KIND UPON THE INSURER AFFORDING COVERAGE.ITS AGENTS OR REPRESENTATIVES,OR THE 1100 SIMONTON STREET ISSUER OF THIS CERTIFICATE. KEY WEST, FL 33040 MARSH USA INC. BY: Mary Radaszewski - ‘2'4'3 ,./ 4' ``4---.4 1-`- 1(3L02) VALID AS OF. 09l06/07