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09/15/2010 AgreementDANNYL. KOLHAGE CLERK OF THE CIRCUIT COURT DATE: September 21, 2010 TO: Lisa Druckemiller, Senior Administrator Technical Services Division Attn: Jorge Swaby FROM: Isabel C. DeSantis, D.C. At the September 15, 2010 BOCC meeting, the Board granted approval to waive purchasing policy and enter into an agreement with Icon Enterprises, Inc., d/b/a CivicPlus, for web hosting, web hosting, website development, and content management services as described in the Licensing and Service Agreement for Monroe County FL and specifically detailed in Exhibit A. Enclosed is a duplicate original the above -mentioned for your handling. Should you have any questions, please do not hesitate to contact this office. cc: County Attorney Finance File f 71(C'v' c P I us License and Service Agreement for Monroe County, FL Organization Monroe County, FL uRL www.monroecofl.virtualtownhall.net Street Address 1100 Simonton Street Address 2 City Key West State FL Postal Code 33040 CivicPlus provides telephone support for all trained clients from 7am —7pm Central Time, Monday -Friday (excluding holidays). Emergency Support is provided on a 24/7/365 basis for representatives named by the Client. Client is responsible for ensuring CivicPlus has current updates. Emergency Contact & Mobile Phone Jorge Swaby — 305-295-5121 Emergency Contact & Mobile Phone Emergency Contact & Mobile Phone Billing Contact Tina Boan E-Mail Boan-tina@monroecounty-fl.gov Phone 305-292-4447 Ext. Fax 305-292-4515 Billing Address 1100 Simonton Street Address 2 Suite 213 City Key West Postal Code 33040 Tax ID # Sales Tax Exempt # Billing Terms Annual Account Rep Reece Hammitt Info Required on Invoice (PO or Job #) Contract Contact Jorge Swaby Email Swabv-forge@monroecounty-fl.qov Phone 305-295-5121 Ext. Fax 305-295-5105 Project Contact Jorge Swaby Email Swabv-forge@monroecounty-fl.gov Phone 305-295-5121 Ext. Fax 305-295-5105 Terms & Conditions Term of Agreement 1. This Agreement shall be for a one (1) year period, unless terminated earlier, and shall be renewable for two (2) additional one (1) year periods. Client Deliverable 2. Icon Enterprises, Inc., d/b/a CivicPlus will create a unique website for the Monroe County, FL (Client) that includes all functionality as defined in Exhibit A — Project Development Services, attached hereto. Additional Services 3. Client may contract with CivicPlus for additional Consulting, Website Design, Setup, Programming, and Training services (Project Development Services) that exceed those defined in Exhibit A. CivicPlus will invoice Client for the Page 1 of 5 CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.corn Toll Free 888-228-233 • Accounting Ext. 215 • Support Ext. 307 • Fax 785-587-8951 /0 • e C ivi c P I us License and Service Agreement for Monroe County, FL additional services immediately prior to project Go -Live. Go -Live is defined as the date the website developed pursuant to this Agreement is made available to the public under the Client's preferred domain name. 4. Client may contract with CivicPlus for additional Annual Support, Maintenance & Hosting services that exceed those defined in Exhibit B — Annual Support, Maintenance & Hosting Services. 5. Services that involve billable time beyond the contracted amount will be documented and invoiced. Written approval by the client is necessary before billable time is incurred. 6. Additional module upgrades may be purchased and activated at any time. Billing & Payment Terms 7. One-third of the total Project Development fee will be billed upon completion of design; one-third of the total Project Development fee will be billed upon completion of content. The remainder of the Project Development fee and any additional Project Development services will be invoiced upon Go -Live. 8. The client shall sign a project completion and acceptance form prior to project go -live. The date may be extended if material system or operational failures are encountered. Immediately upon project Go -Live the final bill for the project development services will be billable and payable. All Parties agree that the website will not go -live until the project is accepted in writing by the client. 9. The client shall only pay those expenses which are reviewed and approved as complying with this Agreement. 10. If funds cannot be obtained or cannot be continued at a level sufficient to allow for continued payment of expenditures for services specified herein, this agreement may be terminated immediately at the option of the client by written notice of termination delivered to CivicPlus. The Client shall not be obligated to pay for any services or goods provided by CivicPlus after CivicPlus has received written notice of termination, unless otherwise required by law. 11. CivicPlus shall submit all invoices to the Client with supporting documentation acceptable to the County Clerk based on generally accepted accounting principles and such laws, rules and regulations as may govern the Clerk's disbursal of funds. 12. Project Development invoices are due by the first of the following month, but no sooner than 30 days from invoice date. 13. Invoicing for Annual Support, Maintenance & Hosting will begin four months from the date this contract is signed by the client, or upon project Go -Live whichever happens sooner. 14. Annual Support, Maintenance & Hosting invoices may be prorated in order to correlate with the Client's budget year. 15. Fees for CivicPlus Annual Support, Maintenance & Hosting services are invoiced at the time of service and are due by the first of the following month. Client shall pay in accordance with the Florida Local Government Prompt Payment Act. 16. Service will be discontinued if payment is not made within 45 days after the invoice due date. 17. If the Client's account exceeds 90 days past due, the web service may be temporarily removed from service until the Client's account is made current. Client will be given 30 days notice prior to removal of the website for non-payment. 18. Provided the Client's account is current, at any time the Client may request an electronic copy on CD of the website Customer Content. Client agrees to pay $225 per completed request. Provided the Client's account is current, upon termination the Client may request a complimentary electronic copy on CD of the website Customer Content. Agreement Renewal 19. This Agreement shall be for a one (1) year period and shall be renewable for two (2) additional one (1) year periods. 20. Client shall have the option to renew this Agreement for an additional contract term, by written approval. 21. Either party may terminate the Annual Support, Maintenance & Hosting Agreement by providing the other party with 60 days written notice. 22. Client may terminate this Agreement at any time if CivicPlus is found in default of any obligation hereunder which has not been cured within thirty (30) days after receipt of written notice of such default. Page 2 of 5 CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-233 • Accounting Ext. 215 • Support Ext. 307 • Fax 785-587-8951 �Civic P I us License and Service Agreement for Monroe County, FL 23. Each year this Agreement is in effect, charges for Annual Support, Maintenance & Hosting services may be adjusted by written agreement by 3% or Consumer Price Index (CPI) for all urban consumers for the most recent 12 months available, whichever is less. Support 24. CivicPlus will provide unlimited telephone support Monday -Friday, 7:00 am — 7:00 pm (Central Time) excluding holidays, for all trained Client staff. Emergency Support is provided on a 24/7/365 basis for emergency contacts named by the Client. Client is responsible for providing CivicPlus with contact updates. 25. Support includes providing technical support of the CivicPlus CMS System, application support (pages and modules), and maintenance of Client's website. Following initial setup, additional page design, graphic design, user training, site modification, and custom programming may be contracted separately for an additional fee. 26. During the period of this agreement and subsequent annual renewals, CivicPlus warrants that it will, without additional charge to the client, immediately correct any problems or defects discovered in the System and reported to CivicPlus by the client, such warranty to include ongoing maintenance upgrades and technical error correction. 27. CivicPlus provides online website statistics software at no extra charge. If Client desires to use another website statistic software, CivicPlus will provide the necessary log file access. Marketing 28. Client permits CivicPlus to include an example of the Client's home page and a link to the Clients website on the CivicPlus corporate website. 29. Client will cooperate with the CivicPlus Marketing Department to create a news item to be released in conjunction with their project Go -Live date. Client will provide CivicPlus with contact information for local and regional media outlets. CivicPlus may use the press release in any marketing materials as desired throughout the term of this Agreement. 30. Client will cooperate with the CivicPlus Marketing Department to create a case study related to their website. 31. Client agrees to allow CivicPlus to display a "Powered by CivicPlus" insignia and web link at the bottom of their web pages. Client understands that the pricing and any related discount structure provided under this Agreement assumes such perpetual permission. Intellectual Property, Ownership & Content Responsibility 32. This Agreement is not a sale of the CivicPlus Content Management System (CMS) and its associated applications and modules (the Proprietary System). CivicPlus owns the Proprietary System and provides a right of use to the Client during the period of this Agreement. Rights are non -transferable. 33. Upon full and complete payment of submitted invoices for the development of graphic designs, web content, page designs and banners ("Customer Content"), client will own the Customer Content that is incorporated into the Proprietary System in the course of using the Proprietary System. 34. Upon completion of the development of the site, client will assume full responsibility for Web site content maintenance and content administration. Client, not CivicPlus, shall have sole responsibility for the accuracy, quality, integrity, legality, reliability, appropriateness, and intellectual property ownership or right to use of all Customer Content. 35. Client shall not (i) license, sublicense, sell, resell, transfer, assign, distribute or otherwise commercially exploit or make available to any third party the Proprietary System in any way; (ii) modify or make derivative works based upon the Proprietary System; (iii) create Internet `links" to the Proprietary System or "frame" or "mirror" any functionality on any other server or wireless or Internet -based device; or (iv) reverse engineer or access the Proprietary System in order to (a) build a competitive product or service, (b) build a product using similar ideas, features, functions or graphics of the Proprietary System, or (c) copy any ideas, features, functions or graphics of the Proprietary System. 36. The CivicPlus name, the CivicPlus logo, and the product and module names associated with the Proprietary System are trademarks of CivicPlus, and no right or license is granted to use them. Page 3 of 5 CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.C1vicPlus.com Toll Free 888-228-233 • Accounting Ext. 215 • Support Ext. 307 • Fax 785-587-8951 �Clvic P I us License and Service Agreement for Monroe County, FL Indemnification 37. CivicPlus will not be liable for any act, omission of act, negligence or defect in the quality of service of any underlying carrier or other service provider whose facilities or services are used in furnishing any portion of the service received by the customer. CivicPlus will not be liable for any failure of performance that is caused by or the result of any act or omission by customer or any entity other than CivicPlus that furnishes services, facilities or equipment used in connection with CivicPlus services or facilities. 38. To the extent allowed by law, CivicPlus covenants and agrees to indemnify and hold harmless Monroe County Board of County Commissioners from any and all claims for bodily injury (including death), personal injury, and property damage (including property owned by Monroe County) and any other losses, damages; and expenses (including attorney's fees) which arise out of, in connection with, or by reason of services provided by CivicPlus occasioned by the negligence, errors, or other wrongful act or omission of CivicPlus' employees, agents, or volunteers. 39. Except as expressly provided in this Agreement, CivicPlus makes no expressed or implied representations or warranties, including any warranties regarding merchantability or fitness for a particular cause. 40. Notwithstanding the provisions of Sec. 768.28, Florida Statutes, the participation of the Client in this Agreement and the acquisition of any commercial liability insurance coverage, self-insurance coverage, or local government liability insurance pool coverage shall not be deemed a waiver of immunity to the extent of liability coverage, nor shall any contract entered into by the Client be required to contain any provision for waiver. Records and Public Access 41. CivicPlus shall maintain all books, records, and documents directly pertinent to performance under this Agreement in accordance with generally accepted accounting principles consistently applied. Each party to his Agreement or their authorized representatives shall have reasonable and timely access to such records of each other party to this Agreement for public records purposes during the term of the Agreement and for four years following the termination of this Agreement. 42. CivicPlus shall allow and permit reasonable access to, and inspection of, all documents, papers, letters or other materials in its possession or under its control subject to the provision of Chapter 119, Florida Statutes, and made or received by the Client or CivicPlus in conjunction with this Agreement; and the Client shall have the right to unilaterally cancel this Agreement upon violation of this provision by CivicPlus. Miscellaneous 43. At all times and for all purposes hereunder, CivicPlus is an independent contractor and not an employee of the Client. No statement contained in this agreement shall be construed so as to find CivicPlus or any of its employees, contractors, servants or agents to be employees of the client. 44. Any and all modifications of the services and/or terms under this contract shall be accomplished by an amendment, which must be approved in writing by the Client and CivicPlus. 45. CivicPlus shall not assign this agreement except in writing and with the prior written approval of the Client, which approval shall be subject to such conditions and provisions as the Client may deem necessary. 46. This Agreement may be executed in any number of counterparts, each of which shall be regarded as an original, all of which taken together shall constitute one and the same instrument and any of the parties hereto may execute this Agreement by signing any such counterpart. Governing Law, Venue, Interpretation, Costs, and Fees 47. This Agreement shall be governed by and construed in accordance with the laws of the State of Florida applicable to contracts made and to be performed entirely in the State. 48. In the event that any cause of action or administrative proceeding is instituted for the enforcement or interpretation of this Agreement, the Client and CivicPlus agree that venue will lie in the appropriate court or before the appropriate administrative body in Monroe County, Florida. 49. Any waiver of any breach of covenants herein contained to be kept and performed by CivicPlus shall not be deemed or considered as a continuing waiver and shall not operate to bar or prevent the Client from declaring a forfeiture for any succeeding breach, either of the same conditions or covenants or otherwise. Page 4 of 5 CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 i www.CivicPlus.com Toll Free 888-228-233 • Accounting Ext. 215 • Support Ext. 307 • Fax 785-587-8951 71(c I v' c P I us License and Service Agreement for Monroe County, FL Acceptance We, the undersigned, agreeing to the conditions specified in this document, understand and authorize the provision of services outlined in this Agreement. Monroe county, rt /� S�k v ' cA j , NA u r p�� a CivicPlus "i 9— \ ty-1 Date mar q �� �• \ h vv,� Ck h I Date C, -�v f acA My Sign and Fax this Copy And - Mail Two (2) Signed Originals Attn: Contract Manager CivicPlus Contract Manager Fax: 785-587-8951 317 Houston St., Suite E Manhattan, KS 66502 --Remainder of this page left blank intentionally -- (SEAL) .- ATTEST: DANNY L. KOLHAGE, CLERK BY L- DEPU; Y GLERK MONROE COUNTY ATTORNEY APPROVED AS TO FORM: 41"thy "-nil,,ot'a-[-f rcrt/no,�o CHRISTINE M. LIMBERT-BARROWS ASSISTANT COUNTY ATTORNEY Date 01 ILA CD o C-) � N CD Page 5 of 5 CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicP[us.com Toll Free 888-228-233 • Accounting Ext. 215 • Support Ext. 307 • Fax 785-587-8951 NicP I us License and Service Agreement for Monroe County, FL Exhibit A - CivicPlus Project Deliverables Provided below is a project estimate based upon deliverables in your website design. Additional options may be added in phases or as desired. Consulting, Website Design, Setup, Programming and Training Options All Quotes are in -US Dollars and Valid for 90 Days from July 13, 2010 Project Development Fee (see project details) _ $26,553 Project Development Fee includes use of CivicPlus CMS with these modules && functionality: Modules Functionality • Archive Center Action Items Queue • Bid Postings (1 Category) 0 Audit Trail / History Log • Business/Resource Directory 0 Automated PDF Converter • Calendar 0 Automatic Content Archiving • Carbon Calculator 0 Dynamic Breadcrumbs • Document Center 0 Dynamic Sitemap • Emergency Alert Notification • Expiring Items Library • Facilities & Reservations (50 Facilities) 0 Graphic Link Administration • FAQs 0 Links Redirect and Broken Links Finder • Featured Info Module 0 Menu Management • Forms Development Tool (5 Forms - Client develops) • Mouse -over Menu Structure • Healthy City Initiative • Online Editor for Editing and Page Creation • Intranet (1 Group) 0 Online Web Statistics (Only with CivicPlus Hosting) • Job Postings (1 Category) • Page Wizard for Preformatted Page Options • News Flash • Printer Friendly/ Email Page • Notify Me Email Subscription • Rotating Content • Online Job Application (1 Generic Application) • PISS • Opinion Poll & Search Engine Registration • Photo Gallery 0 Site Layout Options • Postcard Module 0 Site Search & Entry Log • Quick Links 0 Slideshow • Real Estate Locator (25 Properties) 0 User / Group Permission with Author & Publisher Rights • Request Tracker (5 Users) 0 Web Page Upload Utility • Staff Directory • Website Administrative Log These Upgrades are Included in the Project Development Fee: Module Upgrades Functionality Upgrades • Included above Included above Gov 2.0.Upgrades • Blog Share • Facebook Integration Twitter— Basic Profile Setup Exhibit A Page 1 of 3 CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-233 • Accounting Ext. 215 • Support Ext. 307 • Fax 785-587-8951 I--- �Civicplus Optional: On -Site Kick -Off • Project kick-off meeting with departments to provide overview of website project, capabilities and introduction of effective website communication. • One day meeting with website committee to discuss design goals and review audience goals • Discuss design and layout standards with website committee. • Interpretation of current departmental processes and services resulting in recommendations for website solutions. • Two days of meetings with up to 12 departments. License and Service Agreement for Monroe County, FL • Assign infonnation gathering tasks. • Deliverable: A document summarizing the meetings, with analysis and recommendations. Design information gathered. • Quote includes all travel expenses. • Deliverable: A document summarizing the meetings, with analysis and recommendations. Design information gathered. • Quote includes all travel expenses. Optional • Identity custom modules ana integration • Establish project timeline. $3,167 projects. . Coordinate the DNS details. • Phone interviews with departments and gather • Deliverable: Project Timeline and information worksheets. • Review current site statistics, if available. Phase 2: Website Design { • Create a professional and attractive "look and • Determine customization of modules or $6,128 feel" for the entire website. custom development projects and • Create the layout for each page which will provide estimates for project changes. incorporate photographs, graphic illustrations, . Deliverable: Website Design topic headings, and dynamic components. Composition. • Modify design with input from client Phase 3: Navigation Architecture Development ! • Develop the global navigation and sub- • Determine optimum taxonomy structure. $770 navigation, persistent navigation, and resource . Deliverable: Navigation structure links for the client's website. optimized for your website. • Optional: Onsite Meeting for Individualized Content Planning (up to 12 departments) • Two days of onsite meetings. • Analyze call log. • Review assignments. • Review individual section's navigation. • Identify services and needs of departments • Demonstrate best website practices. • Review functionality and how it applies to individual sections. • Deliverable: Presentation on best practices, review worksheet assignments, and review design composite. • Quote includes all travel expenses. Phase 4: Modules and Site Setup • Set up dynamic elements on pages. Deliverable: Set up a fully functional site, $3,928 • Additional modules may be established based the software that runs the site and upon recommendations in Phase 1. statistical analysis for the site. Exhibit A Page 2 of 3 CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-233 • Accounting Ext. 215 • Support Ext. 307 • Fax 785-587-8951 7c' v' c P I us License and Service Agreement for Monroe County, FL Develop sitemap as pages are being developed • Gather content worksheets from your departments and contact departments as needed for additional content • Develop new web pages as needed with assistance from client and migrate existing content Approximately 100 standard pages and up to 500 supporting elements will be developed (You will have ability to create unlimited pages after training) Ongoing review with your staff as major areas are developed Deliverable: Website content development and module content. Optional - Add $1,450 per 50 additional pages Phase 6: Test and Review / Establish Future,Expectations i • Make final revisions to website. . Deliverable: List of items that need to be $2,306 • Quality Assurance review of new website • Review ongoing responsibilities of department heads and administrative staff. addressed. Included - Basic Page Admin Training Included - Advanced Module Admin Training & Use • Basic page development using Page Wizards • Applying modules to pages • Applied use and usability consulting • Effective communication through your website Included - Basic System Admin Training • Set up groups and users • Establish permissions Included - Basic Module Admin Training & Use Slideshow and Images, Document Center, News Flash, Staff Directory, Opinion Poll, Resource Directory, Calendar, FAQs, Quick Links, and RSS ON -SITE TRAINING • Archive Center, Notify Me, Intranet, Emergency Alert Notification (Single Page Push) Also includes - Gov. 2.0 features Blog, Facebook, Twitter, and Share eight -hour days of on -site training and usability consulting for content administrators (up to 10 employees). Quote includes travel expenses. Laptop training available for additional fee. TRAIN -THE -TRAINER $3,420 24 hours, online phone training and consulting for up to two employees Training in Manhattan, KS - eight -hour days of On -Site Training and.Usability Consulting for Optional - Content Administrators (up to 10 employees) in our Manhattan, KS office. Client is responsible $1200/day for all travel -related arrangements and expenses. Additional Option - One day of On -Site Consulting with department administrators to review the Optional - $2,500 website and additional time for basic learners. Review website procedures. Must be combined with on -site training above. Phase 8: Go -Live and • Launch site. • Gather feedback from staff involved in roiect. • Deliverable: Final. project review report. Optional: Content Fixes — This is a site review and cleanup; the Quality Control team will clean up Optional the site, correcting any issues found in pages that were created by client staff. Optional: Website Presentation — One day of on -site meetings to present website to Optional stakeholders. Quote includes travel expenses. Phase 9: Marketing a • Registration of site with all major search engines $250 . Phase 10:iOngoing'Consultation . • Site review and consulting Recommend site enhancements for improved Included • Layout, design and content visitor interaction recommendations Total Module Upgrade Fee (see front page for details) Included Total Functionality Upgrade Fee (see front page for details) Included i Total Project Development Fee Varies $26,553 1 Exhibit A Page 3 of 3 CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-233 • Accounting Ext. 216 • Support Ext. 307 • Fax 185-587-8951 (Civic P I us License and Service Agreement for Monroe County, FL Exhibit B - Annual Support, Maintenance and Hosting Services Invoicing for Annual Support, Maintenance & Hosting begins four months from contract signing or upon project Go -Live, whichever occurs first. Annual Support, Maintenance and Hosting Fee $4,656 (Server Storage not to exceed 15GB) Optional Monthly Pay Plan (includes $10 monthly surcharge) $398 Annual Support, Maintenance &, Hosting Includes: Hosting CivicPlus Application & Modules Support ✓ Shared Web/SQL Server ✓ Install Service Patches for OS ✓ 7am-7pm (CST), Monday -Friday (excluding ✓ DNS Consulting & Maintenance ✓ Upgrades holidays) ✓ Monitor Bandwidth -Router Traffic ✓ Fixes ✓ 24/7 Emergency Support ✓ Redundant ISP ✓ Improvements ✓ Dedicated Support Personnel ✓ Redundant Cooling ✓ Integration ✓ 2-hour Response During Normal Hours Natural Gas Powered Generator ✓ Testing ✓ Usability Improvements ✓ Daily Tape Backup ✓ Development ✓ Integrate New & Upgraded Services ✓ Intrusion Detection &Prevention ✓ Usage License ✓ Proactive Support for Updates & Fixes ✓ Antivirus Protection ✓ Online Training Manuals ✓ Upgrade Hardware ✓ Monthly Newsletters ✓ Phone Consulting ✓ CivicPlus University ✓ CivicPlus Connection Exhibit B Page 1 of 1 CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 i www.CivicPlus.com Toll Free 888-228-233 • Accounting Ext. 215 • Support Ext. 307 • Fax 785-587-8951