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07th Addendum 11/18/2014 CL'ER ,.i.k : : .\\'‘ifT/P i%;:'; ,1\c, Amy HEAEHAN CPA .., ,..._ , \,,,,,,,,,.„%„ ---.:.4-:-L -..)Q7 A .��: ., :-_ �/ CLERK OF CIRCUIT COURT & COMPTROLLER 2�' ?',,1, Via,/ MONROE COUNTY,FLORIDA r111 oGy4 LORID- DATE: January 6, 2015 TO: Christine Hurley, Director of Growth Management ATTN: Mayra Tezanos Executive Assistant FROM: Lindsey Ballard, D.C* At the November 18, 2014, Board of County Commissioner's meeting the Board granted approval and authorized execution of Items: JK1 7th Amendment to SunGard professional services contract to document 2010 customizations in the CommunityPLUS v8.2 system prior to needed upgrade to CommunityPLUS v9. K2 A resolution of the Monroe County Board of County Commissioners establishing the monetary value for payment to the County's land acquisition fund for an applicant to receive additional points (max of 2) within the Rate of Growth Ordinance/Non Residential Rate of Growth Ordinance (ROGO/NROGO) allocation systems. Enclosed is duplicate originals executed on behalf of Monroe County,for your handling. Should you have any questions,please feel free to contact me. cc: County Attorney(Electronic) Finance (Electronic) File (Electronic) Air SCANNED I • ra- 217fs 500 Whitehead Street Suite 101,PO Box 1980,Key West,FL 33040 Phone:305-295-3130 Fax:305-295-3663 kiviAILIE' 3117 Overseas Highway,Marathon,FL 33050 Phone:305-289-6027 Fax:305-289-6025 88820 Overseas Highway,Plantation Key,FL 33070 Phone:852-7145 Fax:305-852-7146 I• I- •apIG I2 DocuSign Envelope ID:87ACDECE-8D2A-48BB-A6D2-A5C635203BDF ADDENDUM TO CONTRACT BETWEEN MONROE COUNTY AND SUNGARD PUBLIC SECTOR, INC. Addendum NO. 7 THIS ADDENDUM to the Contract(Contract) dated January 14, 1999 between Monroe County (County) and SUNGARD PUBLIC SECTOR INC, as successor in interest to SUNGARD PENTAMATION, INC. [formerly Pentamation Enterprises, Inc.] (SunGard) whose address is 1000 Business Center Drive, Lake Mary, FL 32746 is entered into on November 18, 2014. WITNESSETH: WHEREAS, the County and SunGard entered into a Contract dated January 14, 1999, for software for the building department and for other services; and WHEREAS, there have been several addenda, the last one being called by Monroe County for record keeping Addendum Number 6 dated October 16, 2013,for the provision of services and software;and WHEREAS, for record keeping purposes,this shall be called Addendum No. 7; and WHEREAS, the specific original software purchased has been provided by SunGard and payments due have been made by County; and WHEREAS, the County needs additional software, and SunGard desires to provide it; and WHEREAS, SunGard is the only vendor able to provide this software to be compatible with the existing service and SunGard's proprietary software; NOW,THEREFORE, the parties agree as follows: 1. SunGard will provide to County an analysis of the County's current CommunityPLUS software system as provided for on the quote signed 10/15/14, attached as Exhibit A which will be paid for by County as itemized in the amount of$12,538.00. 2. Three days of on-site analysis are included in the Addendum and quote at $1,280 per day each for two analysts. 3. The cost for the three days of on-site analysis, including $2,298 as a fixed fee for Travel and Living expenses is$9,978{[($1280+ $383) *3] *2}. 4. The cost for preparation and presentation of the customization document is $2,560. 5. All requests for payment will be invoiced by SunGard. County's payment is governed by the terms of Exhibit A to the extent allowable under the Florida Local Government Prompt Payment Act. 6. This Addendum is subject to an annual appropriation by the Monroe County Board of County Commissioners. County believes that sufficient funds can be obtained to pay all amounts due SunGard throughout the term of this Agreement and hereby covenants and agrees that it will make appropriate requests for budget appropriations for the fiscal years in amounts as specified herein. County further agrees that said funds, once 10/30/14 DocuSign Envelope ID:87ACDECE-8D2A-48BB-A6D2-A5C635203BDF appropriated, will be maintained and expended for the expressed purpose of acquiring from SunGard the licenses and services set forth herein. In the event sufficient funds are not appropriated, not budgeted or not otherwise legally available, County shall immediately notify SunGard of such occurrence and SunGard will respond with a proclamation that the Agreement, or the appropriate executory portions thereof, is terminated. Should there be any premature termination of this Agreement, County shall be responsible to pay a) for any services delivered by SunGard prior to the notice and b) for all software which has been delivered and accepted. 7. The County will notify Sungard of executed quote via email for invoicing of 100% cost, due as provided in Exhibit A and payable within 30 days. 8. All other provisions of the contract between the parties remain in full force and effect. IINgSS WHEREOF, the parties have executed this Addendum as indicated below. `""yam ' ' th `�:3 r8 Q , aATj^ `,� RD OF COUNT COMMISSIONERS r fAMY, -ERKO ROE •- `` ' r. TLI / 4 • C j. Ih o _ _ c R= `L d~�-F r = - t 't� putCler1F Mayor Danny L. Kolhage WITNESSES: SUNGARD PUBLIC SECTOR INC. OocuSigned by: (1) By:CSa Ai-MaA.IA• Lisa Neumann, Controller . Sungard Public Sector Inc. 6eol'9-t .. �YC':ll&S Print Name and T'F4F503AE4002479.tle Print Merle lZ' n,yeri CQi1f}trac fS io/ 7f'i Date: (2) ail;clo 04-, r), , , _ ___ _ _ . , _ _ . . _ Print Name Tee &/, eon-yin/5- -- MON E COUNTY TTORNEY Al ROVED AS FORM: wVJ STEVEN T. WILLIAMS ASSISTANT COUNTY ATTORNEY Date 0 7a— 4( 10/30/14 DocuSign Envelope ID:87ACDECE-8D2A-48BB-A6D2-A5C635203BDF DocuSign Envelope ID:FAE6B197-CD9E-4DD8-9397•A7E0A29AC899 J . tl SunGard Public Sector Inc. 1000 Business Center Dr.—Lake Mary,FL—32746 Phone:800.727.8088 SUNGAREY Add-On Quote r PUBLIC SECTOR 09Dat ri 1cA /17/14 Chriss ]`4cAtee Quote Prepared For: Monroe County Technical 2798 Overseas Hwy Marathon, FL 33050 Karen Pleasant 305 289 2505 Professional Services for CommunityPLUS 9.0 Upgrade Custom Analysis: On site analysis (Consulting) $9, 978. Preparation and Presentation of Customization Document (Consulting) $2,560. Total Engagement: $12,538.00, due 100% upon execution of this quote. • Please refer to Attachment 1 for a description of the Professional Service deliverables. o As more fully described under Attachment 1, prices above are inclusive of a fixed amount for Travel and Living Expenses. This quote is valid until 10/30/14 • Remote Assistance SunGard Public Sector uses SecureLink from SecureLink Corporation for remote access to servers inside your network.SecureLink is designed specifically for the secure remote support of enterprise software applications.SecureLink utilizes encrypted SSH tunneling and proprietary port-forwarding technology to broker secure,audited remote connectivity.SecureLink is specifically designed to provide control,security and audit capability for timely and effective remote support.SecureLink operates on a dedicated server,with login access to the SecureLink server only available to authorized support and services peisonnel authenticated to the vendor's network.The SecureLink Gatekeeper is a client application installed on remote servers and PCs with outbound Internet access to act as a secure access point for SunGard support.Once installed and enabled,the Gatekeeper sends an outbound"ping"over SSH on regular polling intervals to the SecureLink server checking to see if anyone is requesting a remote connection. SUNGAR®® 10/15/2014 13:01:19 PUBLIC SECTOR Page 1 of 3 DocuSign Envelope ID:87ACDECE-8D2A-48BB-A6D2-A5C635203BDF DocuSlgn Envelope ID:FAE6B197-CD1E-4DD8-9397-A7E0A29AC899 SunGard Public Sector Inc. 1000 Business Center Dr.—Lake Mary,FL—32746 Phone:800.727.8088 This Quote constitutes an Amendment to the existing Contract and Agreement by and between SunGard Public Sector and Customer. Except as otherwise provided herein,all terms and conditions of the existing Contract and Agreement shall remain in full force and effect.As applicable for certain customers,the term"Contract and Agreement"is defined as the Software license Agreement by and between the parties hereto. The Software or"Licensed Systems"licensed by SunGard Public Sector are provided in and may be used in machine-readable object code form only. SunGard Public Sector offers the Customer,through a third party escrow agent,a Source Code Escrow Agreement that provides for release of the source code version of the Licensed Systems from escrow upon the occurrence of certain release events,such as SunGard Public Sector's failure to provide required maintenance services as agreed. Applicable taxes are not included,and,if applicable,will be added to the amount in the payment of invoice(s)being sent separately. Date of delivery is the date on which SunGard delivers,F.O.B.SunGard Public Sector's place of shipment,the Licensed Systems to Customer. The SunGard Public Sector application software warranty shall be for a period of one(1)year after delivery. There is no Testing and Acceptance period on the Licensed System(s)herein. . Preprinted conditions and all other terms not included in this Quote or in the Contract and Agreement, stated on any purchase order or other document submitted hereafter by Customer are of no force or effect, and the terms and conditions of the Contract and Agreement and any amendments thereto shall control unless expressly accepted in writing by SunGard Public Sector to Customer. 'Hurd party hardware/software maintenance and/or warranty will be provided by the third party hardware and software manufacturer(s). SunGard Public Sector makes no representations as to expected performance,suitability,or the satisfaction of Customer's requirements with respect to the hardware or other third party products specified in this Quote.The return and refund policy of each individual third party hardware/software supplier shall apply.Before signing this Quote,please contact your Client Success Executive if you arc not certain which products are provided by a third party. This Agreement is based on the current licensing policies of each third party software manufacturer as well as all hardware manufacturers. In the event that a manufacturer changes any of these respective policies or prices,SunGard reserves the right to adjust this proposal to reflect those changes_ Except when specified as fixed fee services above,pricing for professional services is a good faith estimate based on the information available to SunGard Public Sector at the time of execution of this Quote. The total amount that Customer will pay for these services will vary based on the actual number of hours of services required to complete the services.If required,additional services will be provided on a time and materials basis at hourly rates equal to SunCYard Public Sector's then-current rates for the services at issue. For training and on-site project management sessions which arc cancelled at the request of Customer within fourteen (14)days of the scheduled start date,Customer is responsible for entire price of the training or on-site project management plus incurred expenses. Payment Terms are as Follows: License,Project Planning,Project Management,Consulting,Conversion,Custom Modification,Third Party Product Software and Hardware Nees are due upon execution of this Quote. Training fees ace due as incurred monthly. Installation is due upon completion. Implementation and Third Party Product Service fees arc due 50%on execution of this Quote,and 50%due upon invoice,upon completion. Unless otherwise provided,other Professional Services are due monthly,as such services are delivered. Additional services,if requested,will be invoiced at then-current rates. Any shipping charges shown are estimated only and actual shipping charges will be due upon delivery. SunGard Public Sector Application Annual Support:Customer is committed to the initial term of Maintenance and Support Services for which the support fee is included in the License fee(s)and begins upon execution of this Quote and extends for a twelve(12)mouth period.Subsequent terms of support will be for twelve(12)month periods,commencing at the end of the prior support period.Support fees shown are for the second term of support for which SunGard Public Sector is committed and which shall be due prior to the start of that term.Fees for subsequent terms of support will be due prior to the start of each term at the then-prevailing rate.Subsequent terms will renew automatically until such time SunGard Public Sector receives written notice from the Customer thirty(30)days prior to the expiration of the then current term.Notification of non-renewal is required prior to the start of the renewal term. Customer will be invoiced,and payment is due,upon renewal. Third Party Product Annual Support Fees:The support fee for the initial annual period is included in the applicable Third Party Product License fees(s) unless otherwise stated.Subsequent terms invoiced by SunGard Public Sector will renew automatically at then-prevailing rates until such time SunGard Public Sector receives written notice of non-renewal from the Customer ninety(90)days in advance of the expiration of the then-current term. Notification of non-renewal is required prior to the start of the renewal term. Customer will be invoiced,and payment is due,upon renewal.As applicable for certain Third Party Products that are invoiced directly by the third party to Customer,payment terms for any renewal tenn(s)of support shall be as provided by the third party to Customer. SUI iGAREE 10/15/2014 13:01:19 PUBLIC SECTOR Page 2 of 3 • DocuSign Envelope ID:87ACDECE-8D2A-48BB-A6D2-A5C635203BDF DocuSign Envelope ID:FAE6B197-CD1E-4DDB-9397-A7E0A29AC899 SunGard Public Sector Inc. 1000 Business Center Dr.—Lake Maly,FL---32746 Phone:800.727.8088 SunGard Public Sector Inc.Acceptance: PDocuStgned by; ais (it 0240c2OA72094ea.. 10/15/2014 Chris Coleman, VP & CFO Authorized Signature Date Printed Name Customer Acceptance: ter ,se4yre f JdeJv N Authorized Signature Date Printed Name SUNGARD® 10/15/2014 13:01:19 PUBLIC SECTOR Page 3of3 DocuSign Envelope ID: 87ACDECE-8D2A-48BB-A6D2-A5C635203BDF DocuSign Attachment 1 Monroe County Technical Services CommunityPLUS Upgrade Custom Analysis Monroe County Technical Services has requested that SunGard Public Sector work with them to determine the scope of work for their upgrade to CommunityPLUS 9.0. We propose to do this during a three day on -site visit where we will: • Observe in each of 3 offices Permitting and Code Compliance users entering and updating data in the current system to verify customizations. • Discuss existing customizations and whether they need to be retrofitted into CommunityPLUS 9.0. • Review additional customization requests. • Determine training requirements for upgrade. The deliverables from the sessions will be a customization document listing of customs needed in 9.0, whether retrofits of existing customizations or new projects with an associated price for inclusion in the PLUS Upgrade quote. The customization document will itemize each feature and detail the objective of the feature and how the feature is to work, in addition to detailing the affected screens, reference configuration functions and database tables, reports, queries, system triggers, as well as if any peripheral applications (i.e. IVR, ePlan, eGov) are affected. This document therefore serves as the reference source for Monroe County and SunGard to identify issues/cases reported as either "bugs" (not working according to specifications) or as enhancements (request is beyond function specifications). The cost for the three days of on -site analysis, including $2,298 as a fixed fee for Travel and Living expenses, is $9978 ((($1280 -r $383)* 3)*2). The cost for preparation and presentation of the customization document is $2560 ($1280 *2) On Site Analysis: SunGard Public Sector staff (up to 2 persons) will appear at Monroe County's location in person for provision of the services which are provided hereunder. The Services will be scheduled at mutually satisfactory times, upon no less than seven (7) days' prior notice to SunGard Public Sector. The flat fee all inclusive price, excluding any applicable taxes, for this additional service will be $1663.00 (one person) or $3326.00 (two persons) for the first 24 hours of on -site visit. Additional two (2) days on -site visit will be at the flat fee all inclusive price of $3326.00 (one person) or $6652.00 (two persons). Total cost of professional service on site for 3 days with 2 staff is $9,978.00. Preparation and Presentation of Customization Document: Additional flat fee cost for preparation and presentation of the customization document is $2,560. Price includes first draft due to customer 10 days after onsite visit, with up to 2 revisions within 30 days of onsite visit. Total Engagement: Total cost of professional service on site and customization document is $12,538.00, Customer will notify SunGard of executed quote via email for invoicing of 100% cost, due within 30 days. Attachment 1 MRO_CustomAnalysisDescriptionCost_revs 10072014.docx Page 1of1