02/18/2021 Agreement Monroe County Purchasing Policy and Procedures
ATTACHMENT D.5
COUNTY ADMINISTRATOR
CONTRACT- SUMMARY FORM FOR CONTRACTS LESS THAN $50,000.00
Contract NN ith: Lexipol Contract#
Effective Date: 0211812021.
Expiration Date: 03f1212021
Contract Purpose/Description:
Consultation Services for Review of the Monroe County Fire Rescue's SAFER grant application.
Contract is Original Ain-cement Contract ;%niciidmem TAtension ReneNtal
Contract Manager: Zully Hemeyer 289-6020 Monroe County Fire Rescue/14
(Name) (Ext.) (Department/Stop ==I
CONTRACT COSTS
Total Dollar Value of Contract: S Current Year Portion: $
i must he less than$50.000) 1,250.00 ,I f muloyear agreement then
roquires BOCC approNal_unless the
tal CUIIILllatlte aimnuW IN than
�9, u u utit
Budgeted? Yes[Z] No❑ Acc011lll C oLleI�: _-
Grant: $ _- - - -
County Match: $ 1 41-1 1 500-530340
ADDITIONAL COSTS
Estimated Ongoing Costs: $_/yr For:
Not included in dollar value above) (e.g. maintenance,utilities,janitorial. salaries.etc.)
Insurance Required: YES ❑ NO =
CONTRACT REVIEW
Changes
D.itc In Needed eAAfr Date In
Department Head Yes❑NoEg-- �/ __,__�
County Attorney Yes❑N 'K _ -� 2/15/21
Risk Management 2-18-21 Yes❑No� Z-- 2-18-21
2/18/21 4-i s yw(,c 3v,ic�'ceU 2119121
O.M.B./Purchasing Yes�No Ch
Comments:
Revised BOCC 10/21/2020
Page 83 of 101
1 1
LEXIPOL
Account Executive Information: Department Information:
Russell Tallon Chief Steven Hudson
ccount Executive hudso _steven@monroecounty-fl.gov
allon@lexipol.com 305-2 9-6342
(469)434-3554 Monroe County Fire Rescue
Lexipol Marathon, FL 33050
�611 Internet Blvd.,Ste. 100, Frisco,TX 75034
Grant Details: SAFER FY20—Hiring Project
Grant Due Date: March 2021
Services Purchased:
Product Quantity Total Price
Custom Research and Review—Hiring Project 1 $1,250
Contract Total:$1,250
Terms &Conditions:
An invoice or credit card authorization form will be sent upon receipt of a signed agreement.
Contract Delivery:Department and/or agency takes full responsibility for submitting required information on time.Department
and/or agency is responsible for submitting the final grant application by the grant deadline. Failure to submit requested
materials to write the grant application on time will result in rollover of project to next grant application cycle. Requests for
contract cancellation will result in a 50%fee of the total value of the contract.The GrantFinder Master Subscription Agreement
("MSA")located at https://www.lexipol.com/gf-master-service-agreement/ between the Customer and Lexipol govern the use
of the GrantFinder research system and related services.By executing this Order Form,Customer agrees to the terms of this
document and the MSA.Services to Be Provided:Lexipol will provide("Subscriber")with an annual license to GrantFinder.
("Services").Lexipol warrants that(1)Lexipol has the right to enter into this agreement and to perform its obligations
hereunder;and(11)Services do not infringe any patent,copyright,trademark,trade secret or other proprietary right in any
jurisdiction or otherwise contravene any rights of any third person.Term:The initial term of this agreement is specified by the
start and end dates above.Billing&Renewal:Invoice for grant writing agreements will be sent as soon as work is started for
target grant. The first invoice will be sent as Net 30.Collections:Client agrees to pay for all costs of collection,including but not
limited to,reasonable attorney fees and other fees made necessary by the nonpayment. Lexipol reserves the right to suspend
all services until payment is received in full and may terminate this agreement at their discretion if department and/or agency
fails to comply with the terms of this agreement. Accounts over 28 days past due shall be charged a twenty-five dollar($25)
late fee.Materials:Must be received 5 days prior to the grant application close date.
Signature: Title: County Administrator Date: 02.19.2021
Contract&Proposal Valid Through: 2/26/2021
IS� Na
i
P J
ASSI NTY ATTORNEY
Date 2/11/21
Lexipol Page- 1 11111EXIPOL
Monroe County Fire Rescue
Grant Assistance Proposal
February 10, 2021
Lexipol is the leading online media company in t e public safety market. Our properties are visited by
more than 2 million first responders and publicsofety professionals every month and we work with more
than 400 sponsors. We are deeply committed to providing resources and cutting-edge information that
J help first responders stay safer and better protect their communities.
I Confidentiality: The information contained in th proposal is confidential and is intended only for
the persons to whom it is transmitted to by Lexip 1.
Account Executive Information:
Russell Tallon
Account Executive
rtallon@lexipol.com
(469)434-3554
Grant Assistance Program Objectives:
• Provide grant assistance and help Monroe County Fire Rescue secure grant funding for your
SAFER FY20--Hiring Project.
Grant Assistance Program Details:
Our grant writers & consultants are all active members of the public safety community with combined
grant writing experience of 30+ years. Their success rate for grant approval is 60% higher than the
national average and to date have been funded for hundreds of millions in grants for Public Safety
awards. Lexipol's GrantsHelp Programs have been assisting departments since 2009 with grant research,
writing and consultation.
The consultative nature of our service will result in grant applications intelligently tailored to grant
program requirements;greatly improving the chance your department will ultimately be funded.
Our Program
The GrantsHelp Grant Assistance Programs are a custom, comprehensive solution to fully execute on the
coordination and creation of high-quality grant applications.The full program allows your department
the ability to secure grants that will be used to purchase equipment you could otherwise not afford.
While we cannot guarantee funding, we will do everything in our power to make sure we have clearly
and effectively presented a strong case statement for funding your proposed grant project to the grant
making agency.
Lexipol Page-2 I1I11EXIPOL
Options & Investment:
Grant Consultation &Review Service
• Data collected via online worksheet for your specific grant project or review of previous
application
• Review cycle of your grant application by a grant expert
• Personalized consultation Tall to discuss the review,by our grant expert
Testimonials
http:ZJwww.firegra ntshel p.com/fire-grant-assistance-testimonials/
Grant Writing Project Team Members
III
Jerry Brant is a Senior Grant Consultant and Grant Writer with FireGrantsHelp and EMSGrantsHelp. He
has 40 years of experience as a volunteer firefighter in rural west central Pennsylvania. He is a life
member of the Hope Fire Company of Northern Cambria,where he served as chief for 15 years. He is
currently an active member of the Patton Fire Company#1. For 20 years,Jerry was employed as the
executive director and then president of a small non-profit community development corporation.Jerry
has successfully written more than$52 million in grant applications and proposals.
Steven Spraker is a Senior Grant Writer and Consultant with FireGrantsHelp.com, and its sister site,
EMSGrantsHelp.com. Steve Spraker is the Deputy Fire Chief of Operations for the McHenry Township
Fire Protection District.Steve is responsible for the day-to-day operations of a 190-member combination
fire department with 5 fire stations and 5,600 emergency calls each year. Additionally, he previously
served on a paid-on-call fire department for 16 years,6 of them as Fire Chief. An 18-year member of the
fire service,Steve has been writing and securing grants for fire departments for the past 13 years.Steve
has helped to secure over 20 million dollars in grant funding for fire departments. He has worked with
such grant programs as the Assistance to Firefighter's Grant,SAFER, Fire Prevention, USDA, and private
foundations.
Steve Meyer lives in Iowa where he has been a Fire Chief for 3S years and has been writing successful
grants for the Fire, Emergency and Disaster Services; and Municipalities since 2001. Over the last 15
years he has secured over$25M in awards for various fire and emergency departments and
municipalities. Steve has experience with USDA, all AFG, COPS, EMS, Hazard Mitigation and
Private/Corporate Foundation Grants
Therese Matthews is a highly respected grant professional with over 27 years of experience in grant
writing,grants management and program development. Prior to her retirement from state government
in 2015, she was the Grants Manager for the New.Jersey Department of Corrections and successful in
obtaining over$140 million in federal,state and private grant funding for the agency. The grant award
portfolio included federal funding from the Departments of Justice, Education, Homeland Security,
Health and Human Services, Labor and FEMA, along with several state and private foundation sources.
She also has extensive experience as a peer reviewer for several federal and state grant applications in
addition to providing grant writing and grants.management training to non-profit and government
agencies across New Jersey.
Lexipol Page-3 im[LEMPOL
Cherrise Wilks, MPA, FCCM,GPC is an experienced administrator with over 14 years in state, local
government, and nonprofits. Currently, Ms.Wilks serves as the Grants Specialist for the City of Tampa
and is the Owner/President of Affinity Consulting Group NEFL, LLC. Her expertise includes securing over
$29.9 million in federal,state, and private grants, managing a local government budget of$19 million in
(operations,grants, contracts), and identifying over$5.7 million in local government operational cost
savings and avoidance through process redesign. Ms.Wilks is a certified contract manager and grants
professional.
Ron Flavin is a top 11roducing grants specialist who has secured more than$200 mi�lion in funding for his
clients. His expertise spans a broad range of disciplines and includes public safety,infrastructure,
telecommunications,economic development, healthcare,technology, education,job training,capacity
building and more.
Michelle Leight is arl energetic, compassionate, and savvy grant writer and develo ment consultant
with over fifteen years of experience in the social services, healthcare and education sectors.As a
development specialist, Michelle provides consultation and expertise in all aspects of grantsmanship—
donor research,grant calendar development and management, proposal development, proposal review,
program development,grants management, program evaluation, and strategic planning.She works
closely with internal personnel and external stakeholders to develop competitive programs and
proposals for private and government funding to assist organizations in sustainability and capacity
building efforts. Throughout her career, Michelle has secured in excess of$30 million in grant awards
and maintains an award rate of approximately 85%for government grant proposals.
Stephanie Bays has a Master of Public Administration and has led in a direct service role and in an
administrative capacity for the public and nonprofit sectors for ten years. Most recently,Stephanie
served as the Grant Manager for the Dallas County Juvenile Department,where she directed a team in
developing, writing,and managing pre-and post-award grant processes. While authoring, securing and
maintaining a competitive grant award amount of approximately$2.1 million for the department over
the course of her tenure, she also helped secure over$1 million in federal funding for the County,which
benefited local first responders and Dallas County youth. Federal,state, and local grants were awarded
under the Criminal Justice Division,which consisted of JAG,Specialty Court, and Juvenile Justice
allocations,through the Office of the Texas Governor, the Texas Juvenile Justice Department,the Bureau
of Justice Assistance, and the Office of Juvenile Justice and Delinquency Prevention.Stephanie has an
array of experience in other funding opportunities, as well,which includes topics on Career and
Technical Education (CTE), Diversion programming, and Human Trafficking. Finally,she implemented
best practices in grant making,contract monitoring, and spending under the advisement of a community
board to distribute juror fund donations of$300,000 annually,which was distributed to internal County
programs and to innovative non-profit organizations.
Fatima Rasul has a Master of Public Administration,specifically focusing on nonprofit management and
policy.After several years of directly serving at-risk communities, Fatima spent time as a Grant
Writer/fund Analyst for the Office of Strategic Partnerships&Government Affairs at the City of Dallas.
Through this position, she was actively involved in grants throughout all major City departments such as
Housing, Fire, Police, Economic Development and City Attorney's Office.To sufficiently fund the
programs, she primarily worked with HUD, FEMA,Texas Veterans Commission, and the Office of the
Texas Governor. Additionally, Fatima gained experience while assisting with securing over$3 million in
federal,state,and private funding for the City of Dallas.Through managing, researching, writing, and
Lexapol Page-4 11111EXIPOL
advising on a variety of programs, Fatima has been able to efficiently utilize skills in government and
nonprofit settings.
Meghan Keely started her career with Lexipol in 2019,after spending five years as the Economic
Development Manager for a Local Development District in Northwest,Pennsylvania. During her time as
an Economic Development Manager, Meghan coordinated and managed several Federal,State and
Local grant/funding programs, including Pennsylvania's Partnerships for Regional Economic
Performance; Economic Development Administration (EDA);Appalachian Regional Commission (ARC);
Veteran's Trust Fund, Business Services and others. In addition to managing several funding programs,
Megh n served as a grant writer, coordinator of regional economic/+workforce/education partnerships,
event planner and provided technical assistance for grant/funding programs. Over the last five years as a
grant writer, Meghan has successfully researched, reviewed, drafted, and submitted over 50 grants for
non-profit and government agencies.These grant applications ranged from seed money grants to
partn rship grants and grants for supplies and specific programs.She has won more than 75 percent of
these ighly competitive grants--securing over 20 million in federal,Mate, and local funds.She has
extensive knowledge of the grant making and writing process, experience working with governmental
and private foundation grant makers and is dedicated to creating the most compelling and complete
grants.for success.
Lexipol Page-5
1�jI�LEXIPOL
2/12/2021 GrantFinder/GrantTracker Master Service Agreement-Lexipol
f !f in d e +18443129500 CZ
11111EXPOL -
-
GrantFinder Master
Service Agreement
?GRANTFINDER
1. CONTRACT STRUCTURE & ORDER-OF-PRECEDENCE
This Praetorian Digital Master Service Agreement ("Agreement") is entered into
between Praetorian Group, Inc. DBA Praetorian Digital ("PD") and the customer
("Customer") identified on the first order document signed by both Parties referencing
this Agreement ("Order Form"), effective as of the effective date identified in that Order
Form ("Effective Date"). Capitalized terms in this Agreement are defined in Section
16 (Definitions) and elsewhere in this Agreement. This Agreement and all Order Forms
govern Customer's access to and use of PD's Service, and the SOW governs any
Professional Services PD provides to Customer. "Customer" and "PD" also include such
Party's respective Affiliates, and Customer and PD may be referred to in this Agreement
individually as a "Party' and collectively as the "Parties." In the event of any conflicts
between this Agreement, any Order Form, and/or any SOW,the following order-of-
precedence applies: SOW take precedence and prevail over Order Forms solely with
respect to the subject matter of SOW; and Order Forms and SOW take precedence and
prevail over this Agreement solely with respect to their respective subject matter.
THIS IS A LEGAL AND ENFORCEABLE CONTRACT BETWEEN PD AND CUSTOMER.
CUSTOMER IS RESPONSIBLE FOR CAREFULLY READING ALL TERMS AND CONDITIONS
OF THIS AGREEMENT BEFORE SIGNING AN ORDER FORM, CLICKING "ACCEPT," OR
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2/1212021 GrantFinder/GrantTracker Master Service Agreement-Lexipol
ACCESSING OR USING ANY PD SERVICE. BY SIGNING AN ORDER FORM, OR
ACCESSING OR USING ANY PD SERVICE, CUSTOMER CONFIRMS THAT CUSTOMER
HAS ACCESSED ONLINE AND/OR BEEN PROVIDED A COPY OF THIS AGREEMENT, AND
HAS READ AND ACCEPTS THIS AGREEMENT IN ITS ENTIRETY. NOTWITHSTANDING
ANY DIFFERENT OR ADDITIONAL TERMS CUSTOMER MAY REFERENCE OR PROVIDE,
PD'S OFFER OR ACCEPTANCE TO ENTER INTO AN AGREEMENT WITH CUSTOMER
WITH RESPECT TO ANY PD SERVICE IS EXPRESSLY LIMITED TO THE TERMS OF THIS
AGREEMENT AND CONDITIONED ON CUSTOMER'S CONSENT TO THIS AGREEMENT.
2) OWNERSHIP OF SERVICE & CUSTOMER DATA
2.1 Ownership of the Service. The Service is the property of PD, and is protected by
copyright, patent, trade secret and other intellectual property laws. PD and its licensors
retain any and all rights,title and interest in and to the Service (including, without
limitation, all Intellectual Property Rights), including all copies, modifications,
extensions and derivative works thereof. Customer's right to use the Service is limited
to the rights expressly granted in this Agreement and the applicable Order Form(s). All
rights not expressly granted to Customer are reserved and retained by PD and its
licensors.
2.2 Ownership of Customer Data. As between Customer and PD, (a) all Customer Data
is the property of Customer, and (b) Customer retains any and all rights,title and
interest in and to the Customer Data, including all copies, modifications, extensions and
derivative works thereof. PD retains no right or interest in any Customer Data.
3) GRANT OF RIGHTS
Subject to the terms and conditions of this Agreement, PD hereby grants to Customer
the non-exclusive, non-transferable (except as specified in Section 16.2 (Assignment)),
worldwide, royalty-free right to access and use the Service during the Service Term in
accordance with the terms of this Agreement and all applicable Order Form(s) and SOW
(e.g., any transaction volume terms and limitations to particular Customer legal entities,
business units, projects, brands, products and/or services set forth therein).
4) USE OF SERVICE
4.1 Customer Responsible for User Accounts. Customer is responsible for all activity
occurring under Customer's User accounts, and must comply with all applicable laws
and regulations in connection with using the Service. Customer also must (a) notify PD
promptly upon becoming aware of any unauthorized use of any Customer password or
account (or any other breach of security of the Service), and (b) notify PD promptly upon
becoming aware of, and stop, any unauthorized copying, distribution or other misuse of
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any aspect of the Service. PD will promptly notify the customer of any breach or
unauthorized access of the service.
4.2 Use Restrictions. During the term of this Agreement or any Order Form or SOW,
Customer must not, without PD's prior written consent, cause or permit the: (a) use,
copying, modification, rental, lease, sublease, sublicense, transfer or other commercial
exploitation of, or other third party access to, any element of the Service, except to the
extent expressly permitted by this Agreement; provided however,that Customer may
allow its own customers to access the functionality or output of the Service, via
interfaces, portal applications and the like, solely for Customer's internal business
purposes in accordance with the applicable Order Form; (b) creation of any
modifications or derivative works of the Service; (c) reverse engineering of the Service;
(d) gaining of unauthorized access to the Service or its related systems or networks (for
example, by impersonation of another user of the Service or provision of false identity
information); (e) interference with or disruption of the integrity or performance of the
Service or the data contained therein (for example, via unauthorized benchmark testing
or penetration testing); (f) sending, storing or use of any Customer Data in connection
with the Service for which Customer lacks sufficient ownership or other rights;
(g) sending of Spam or otherwise duplicative or unsolicited messages in violation of
applicable law; (h) sending or storing of infringing, obscene,threatening, libelous, or
otherwise unlawful or tortious material in connection with the Service (including,
without limitation, any material violative of third party privacy rights); or (i) intentionally
sending or storing of any material containing any viruses, worms, trojan horses or other
malicious or harmful computer code, files, scripts, agents or programs in connection
with the Service. This provision includes sharing login access to PD Technology or PD
supplied content contained therein.
4.3 You and Your Authorized Users will need to set up an account and maintain Internet
access to use the Service. You and Your Authorized Users will need Internet access and
may need to create or log into an account to use the Service and PD reserves the right
to require that. You agree that you and Your Authorized Users will not share any user ID
or passwords. You agree you will not allow anyone else to access your account (except
as expressly allowed by these Terms) or do anything else that might jeopardize the
security of your account. You will be solely responsible for arranging and paying any
cost for Internet or other network access, equipment, software, services and other
resources required for you to access and/or use the service, including, without
limitation, Internet service provider fees,telecommunications fees, and the costs of any
equipment and third-party software (including, without limitation, encryption and other
security technology). PD will not be responsible for the support of your access and will
not be responsible for the reliability, security or performance of any access if
documented technical requirements are not met.
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5) PRIVACY, SECURITY, CONTINUITY & SUPPORT
5.1 Compliance with Privacy Laws. PD will use Customer Data in connection with the
Service only as permitted by Privacy Laws and this Agreement; provided, however,that if
compliance with any Privacy Laws would materially change PD's costs or risks in
providing the Service (including, without limitation, by requiring that any PD data centers
be located outside the U.S., or requiring PD to operate in violation of any U.S. laws),
each Party will have the right to terminate this Agreement (including all Order Forms
and SOW) under Sections 6.2 and 6.5 upon at least thirty (30) days prior written notice
to the other Party, unless Customer and PD agree in writing within such 30-day period
that PD may continue to provide the Service to Customer without complying with the
Privacy Laws giving rise to such material change. In the event of a termination under
this section, Customer's sole right, and PD's sole obligation, will be for PD to promptly
refund to Customer on a pro rata basis any Service Edition Fees prepaid under
applicable Order Forms that are unused as of the termination effective date.
5.2 Security of the Service. PD's data security program for the Service will: (a) include
industry standard reasonable security measures to protect against unauthorized access
to any Customer Data residing in the Service; (b) comply with PCI DSS; and (c) comply
with all laws and regulations surrounding the Service. PD will not be responsible or
liable for any deletion, correction, damage, destruction or loss of Customer Data that
does not arise from a breach by PD of its obligations under this Agreement, except for
PD's gross negligence or willful misconduct.
5.3 Financial Account Data. For customers using PD's eCommerce functions and
financial services, all customer credit card data will process using the Authorize-net
virtual terminal. Customer will be provided access to the Authorize.net account and can
export customer data at customer's discretion. PD encourages Customer to back-up its
Customer Data by exporting it regularly. PD agrees to comply with all applicable local,
state and federal laws and regulations with respect to any and all credit card processing
and invoicing services provided to Customer's users during the term of the Agreement
in accordance with any SOW and/or Order Form.
5.4 Business Continuity & Disaster Recovery_. PD will maintain and implement
throughout the term of this Agreement business continuity and disaster recovery plans
to help ensure availability of the Customer Data following any significant interruption or
failure of critical business processes or systems affecting the Service. PD will provide
Customer with copies of its business continuity and disaster recovery plans within 30
days of Customer's written request.
5.5 Support & Service Level Agreement, PD will provide technical support for the Service
in accordance with Exhibit A to this Agreement (Support and Service Level Agreement)
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2112/2021 GrantFinderldrantTracker Master Service Agreement-Lexipol
as long as Customer is entitled to receive support under the applicable Order Form and
this Agreement.
6) TERM &TERMINATION
6.1 Term of Agreement. This Agreement will begin on the Effective Date and continue in
effect until all Order Forms and SOW expire or are terminated in accordance
with Section 6.5.
6.2 Termination of Agreement. Neither Party will have the right to terminate this
Agreement without legally valid cause (a/k/a "for convenience"). Each Party may
terminate this Agreement only by terminating in accordance with Section 6.5 all Order
Forms and SOW then in effect.
6.3 Effect of Expiration or Termination of Agreement. Sections 1, 2, 4.2, 6.3,6.6, 8, 9, 10,
, 11.3,12, 13,14,15, and 16 of this Agreement will survive any expiration or termination
of this Agreement. The applicable Order Forms and SOW may identify additional terms
that will survive any expiration or termination of this Agreement. Regardless of the basis
for expiration or termination of this Agreement, PD will not be obligated to retain any
Customer Data for longer than ninety (90) days after any such expiration or termination.
6.4 Term of Order Forms. The term of particular Order Forms will be set forth therein,
starting on the Effective Date specified therein and continuing for the initial term
specified therein ("Initial Service Term").
6.5 Termination of Order Forms or SOW. Either Party may terminate any Order Forms
and/or SOW in accordance with their respective terms. If not specified in the applicable
Order Form or SOW,then subject to the exclusive remedy provisions in this Agreement:
either Party may terminate any Order Forms or SOW for cause upon written notice if the
other Party fails to cure any material breach thereof within thirty (30) days after
receiving reasonably detailed written notice from the other Party alleging the breach. In
the event the software does not function as represented, Customer has the option to
cancel the contract after the first year. Customer must notify PD of the intent to cancel
at least thirty (30) days prior to the end of the contract term.
6.6 Effect of Termination of Order Forms or SOW.
If an Order Form or SOW is terminated in accordance with Section 6.2 or 6.5 all terms
of such Order Form or SOW that reasonably should survive such termination will survive,
including, without limitation, Customer's payment obligations if PD terminates for
cause.
7) ORDER PROCESS
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Customer orders the PD Service via one or more Order Forms, and Customer may also
order PD's Professional Services via one or more SOW.
7.1 Purchase Orders. If Customer requires that a purchase order ("PO") be issued before
making payment under an Order Form or SOW, Customer must provide to PD such valid
PO conforming to the applicable Order Form or SOW in time for Customer to meet its
payment obligations. Any conflicting terms and conditions of any PO are superseded by
the rights or obligations of the Parties outlined in this Agreement or any SOW or Order
Form, regardless of any failure to object to such terms and conditions-
7.2. Modification of Fees Upon Renewal. PD reserves the right to modify the Fees for its
Service under any future Order Forms, effective upon commencement of any renewal
Term for the Service on the relevant Order Form(s), by notifying Customer in writing at
least thirty (30) days before the end of the then-current Service Term.
8) FEES & PAYMENT
8.1 Payment Details. Customer must pay all fees and charges in accordance with this
Agreement and each mutually executed Order Form and SOW ("Fees"). Except to the
extent otherwise expressly stated in this Agreement or in an Order Form or SOW, or as
provided by law:
1. All obligations to pay Fees are non-cancelable and all payments are non-
refundable;
2. Customer must make all payments without setoffs, withholdings or deductions of
any kind;
3. Customer must pay all Fees due under all Order Forms and SOW within thirty (30)
days after Customer receives each invoice (invoices are deemed received when
PD emails them to Customer's designated billing contact); and
4. All payments must be in U.S. dollars.
Except to the extent otherwise expressly stated therein, if an applicable Order Form or
SOW provides for payment via credit card or electronic money transfer (e.g., ACH), PD is
permitted to process such payment on the date of PD's invoice.
8.2 Taxes. PD's Fees are exclusive of all taxes, levies, or duties imposed by taxing
authorities in connection with any Order Forms or SOW. Customer is responsible for
paying all such taxes, levies, or duties, excluding only taxes based solely on PD's
income. If PD has the legal obligation to pay or collect taxes for which Customer is
responsible,the appropriate amount will be invoiced to and paid by Customer unless
Customer provides PD a valid tax exemption certificate authorized by the appropriate
taxing authority.
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8.3 Customer Contact Information. Customer agrees to provide PD accurate billing and
other contact information for each Order Form and SOW at all times during the Service
Term, including the name of Customer's applicable legal entity, and the street address,
e-mail address, name and telephone number of an authorized billing contact. Customer
shall update this information within thirty (30) days after any changes, via email to PD's
Accounts Receivable team for billing contact information. Customer shall also maintain,
at all times during the Service Term, at least one Admin who is a current employee and
is authorized to administer Customer's use of the Service.
8.4 Consequences of Non-Payment. If Customer fails to make any payments required
under any Order Forms or SOW, then in addition to any other rights PD may have under
this Agreement or applicable law:
1. Customer will owe PD an interest penalty of one and one-half percent (1.5%) per
month on any outstanding balance under each delinquent invoice, or the maximum
permitted by law (whichever is less);
2. PD will be entitled to recover its reasonable attorneys' fees, and other reasonable
costs to collect such amounts; and
3. PD reserves the right to temporarily suspend Customer's access to the Service if
Customer's account remains delinquent for thirty (30) days after receipt of a
delinquency notice from PD (which may be provided via email to Customer's billing
contact). Customer will continue to incur and owe all applicable Fees irrespective
of any such Service suspension due to Customer's delinquency.
9) THIRD PARTY INTERACTIONS
To the extent use of the Service requires use of any third party products or services
(e.g., Oracle Java, Adobe Acrobat,Amazon Web Services and/or a Web browser), such
products and services may require Customer to agree to separate terms. Similarly, in
connection with using the Service, Customer may enter into correspondence with,
purchase products and/or services from, and/or participate in promotions of third
parties. Any such third party activities, products and services, and any terms associated
therewith, are solely between Customer and the relevant third parties. PD does not
support, or endorse or make any representations or warranties regarding, any such third
party products or services, and in no event will PD have any liability whatsoever in
connection therewith.
10) SERVICE AND PROFESSIONAL SERVICES
If Customer wishes to purchase any training, implementation or other professional
services from PD relating to the Service ("Professional Services"),the Parties will
mutually execute one or more separate SOW containing the relevant terms and
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conditions. Except to the extent expressly set forth to the contrary in any applicable
SOW,the following provisions will apply to all SOW:
1. As between Customer and PD, Customer will retain all ownership rights in and to
all copyrightable works owned by Customer including without limitation,
inventions, software,trade secrets, work product, methodologies, techniques,
tools, algorithms, materials, products, ideas, designs, and know-how (including all
copies, enhancements, modifications, revisions, and derivative works of any of the
foregoing),that existed prior to the Effective Date of any SOW or Order Form or are
acquired by Customer from a third party thereafter or developed independently
and outside the scope of this Agreement (and associated intellectual property
rights) ("Pre-existing Customer Intellectual Property") and any software, design,
content, methodologies, techniques, processes, inventions, materials or other
deliverables developed in whole or in part by PD, or otherwise provided to
Customer, in connection with this Agreement or any applicable SOW or Order Form
("PD Deliverables"), other than PD Independent Intellectual Property as defined
below, shall be the property of Customer. Therefore, as between PD and Customer,
Customer will at all times be and remain the sole and exclusive owner of any Pre-
Existing Customer Intellectual Property and PD Deliverables. Customer grants PD
a non-exclusive, non-transferable, worldwide, royalty-free license solely to use
such Pre-Existing Customer Intellectual Property in connection with providing the
Service during the term of this Agreement or any applicable SOW or Order Form
and otherwise performing its obligations under this Agreement.
2. All software and services owned and developed by PD, methodologies, techniques,
software libraries,tools, algorithms, materials, products, ideas, designs, and know-
how (including all copies, enhancements, modifications, revisions, and derivative
works of any of the foregoing),that existed prior to the Effective Date of any SOW
or Order Form or are acquired by PD from a third party thereafter or developed
independently and outside the scope of this Agreement (and associated
intellectual property rights) ("Pre-existing PD Intellectual Property") and any
software, design, content, methodologies,techniques, processes, inventions,
materials or other deliverables independently developed in whole by PD ("PD
Independent Intellectual Property"), and provided to Customer, in connection with
this Agreement or any applicable SOW or Order Form, other than the PD
Deliverables shall be the property of PD. As between PD and Customer, PD will at
all times be and remain the sole and exclusive owner of any Pre-Existing PD
Intellectual Property and PD Independent Intellectual Property. ; and
3. Subject to the terms of this Agreement, PD grants Customer a non-exclusive, non-
transferable, worldwide, royalty-free license to reproduce, perform, display, create
derivative works of, and otherwise use internally the Pre-Existing and Independent
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PD Intellectual Property in connection with the Service during the Term of this
Agreement.
Nothing in this Agreement will prohibit, restrict or limit (i) PD from performing similar
Professional Services for any third party, or (ii) Customer from hiring any third party to
perform similar Professional Services (though Customer is not permitted to give any
direct competitor of PD access to the Service or any Pre-Existing and Independent PD
Intellectual Property without PD's prior written consent).
11) WARRANTIES & DISCLAIMERS
11.1 Mutual Warranties. Each Party represents and warrants to the other that it has the
legal power and authority to enter into this Agreement, and that this Agreement has
been duly authorized, executed and delivered and constitutes a valid and binding
agreement enforceable against such Party in accordance with its terms.
11.2 Additional PD Commitments. PD further represents and warrants that:
1. It will use commercially reasonable technical means to screen for and detect
disabling devices, viruses,trojan horses,trap doors, back doors, Easter eggs,time
bombs, cancelbots and other computer programming routines designed to
damage, detrimentally interfere with, surreptitiously intercept or expropriate any
other software or data;
2. It will make commercially reasonable efforts to notify Customer, at least thirty (30)
days in advance via PD's Normal Communication Channels, of any scheduled
changes PD believes are likely to have a material, adverse impact on Customer's
use of the Service ("Material Changes"). (As a multi-Tenant SaaS vendor, PD
reserves the right to make enhancements and other changes to the Service,
including occasional deprecation and removal of certain features and
functionality.)
If Pb breaches any warranties in this Section 11.2. Customer's exclusive remedy and
PD's sole obligation will be for PD to make commercially reasonable efforts to correct
the non-conformity or, if PD is unable to correct the non-conformity within sixty (60)
days after receipt of Customer's written notice, for Customer to terminate the applicable
Order Form(s) and receive a refund, on a pro rata basis, of any Service Edition Fees
prepaid under such Order Form(s) that are unused as of the termination effective date.
11.3 Warranty Disclaimers. EXCEPT TO THE EXTENT EXPRESSLY STATED IN THIS
AGREEMENT: (A) PD AND ITS LICENSORS MAKE NO REPRESENTATIONS OR
WARRANTIES OF ANY KIND, WHETHER EXPRESS, STATUTORY OR IMPLIED (IN FACT OR
BY OPERATION OF LAW), REGARDING THE SERVICE, PROFESSIONAL SERVICES, OR
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ANY MATTER WHATSOEVER; AND (B) PD AND ITS LICENSORS DO NOT WARRANT
THAT THE SERVICE OR ANY PROFESSIONAL SERVICES ARE OR WILL BE ERROR-FREE,
MEET CUSTOMER'S REQUIREMENTS, OR BE TIMELY OR SECURE. PD AND ITS
LICENSORS EXPRESSLY DISCLAIM ALL IMPLIED WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT WITH RESPECT TO
THE SERVICE AND ANY PROFESSIONAL SERVICES, AND CUSTOMER HAS NO RIGHT TO
MAKE OR PASS ON TO ANY THIRD PARTY ANY REPRESENTATION OR WARRANTY BY
PD.
THE SERVICE MAY BE SUBJECT TO LIMITATIONS, DELAYS, AND OTHER PROBLEMS
INHERENT IN THE USE OF THE INTERNET OR ELECTRONIC COMMUNICATIONS. PD IS
NOT RESPONSIBLE FOR DELAYS, DELIVERY FAILURES, OR OTHER DAMAGE, LOSS OR
LIABILITY RESULTING FROM SUCH PROBLEMS NOT CAUSED BY PD.
Customer agrees that ITS SUBSCRIPTION TO THE SERVICE AND FEES DUE OR PAID
UNDER THIS AGREEMENT ARE neither contingent on the delivery of any future
functionality or features, nor BASED on any oral or written comments regarding ANY
future functionality or features.
12), INDEMNIFICATION
12.1 Each party shall defend, indemnify and hold the other party, its officers, directors,
agents, affiliates and employees harmless from any loss, liability, claim, suit or expense
(including, without limitation, reasonable attorney's fees and costs) on account of any
third party claim arising from the indemnifying party's (i) breach of this Agreement, (ii)
infringement of a third party right, (iii) negligent or willful act or omission, or (iv)
violation of any law, statute, ordinance, rule or regulation throughout the world, in each
case as relating to or arising from the performance of the Services and/or this
Agreement.
PD will have no obligation or liability and Customer will indemnify and hold harmless PD
for any third party claim under this section to the extent arising from: (i) the
combination, operation or use of the Service with any product, training content, device,
software or service not supplied by PD to the extent the combination creates the
infringement; (ii) the unauthorized alteration or modification by Customer of the Service,
(iii) PD's compliance with Customer's designs, specifications, requests, or instructions
in providing Professional Services to the extent the Claim is based on such compliance,
(iv) Customer's content, or (v) arising from the Customer's use of the GrantTracker and
GrantFinder products for its organization's projects or that of its customers.
THE FOREGOING ARE THE DEFENDING/INDEMNIFYING PARTY'S SOLE OBLIGATIONS,
AND THE OTHER PARTY'S EXCLUSIVE REMEDIES, IN CONNECTION WITH THIS
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AGREEMENT WITH RESPECT TO INDEMNIFICATION AND THE MATTERS ADDRESSED
IN THIS SECTION 13.
13) LIMITATION OF LIABILITY
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW:
13.1 EXCEPT FOR SUMS DUE PD UNDER APPLICABLE ORDER FORMS AND SOW, AND
EXCEPT WITH RESPECT TO CUSTOMER'S OBLIGATIONS AND CUSTOMER'S LIABILITY
UNDER SECTIONS 4.2 (USE RESTRICTIONS) AND 12 (INDEMNIFICATION), NEITHER
PARTY'S TOTAL AGGREGATE LIABILITY ARISING FROM OR RELATING TO THIS
AGREEMENT WILL EXCEED THE AMOUNTS ACTUALLY PAID BY AND/OR DUE FROM
CUSTOMER IN THE 12-MONTH PERIOD IMMEDIATELY PRECEDING THE EVENT GIVING
RISE TO SUCH LIABILITY;
13.2 EXCEPT WITH RESPECT TO CUSTOMER'S OBLIGATIONS AND CUSTOMER'S
LIABILITY UNDER SECTIONS 4.2 (USE RESTRICTIONS) AND 12 (INDEMNIFICATION), IN
NO EVENT WILL EITHER PARTY OR ITS AFFILIATES, OWNERS, OFFICERS, DIRECTORS,
EMPLOYEES OR LICENSORS BE LIABLE OR OTHERWISE OBLIGATED TO THE OTHER
PARTY OR ANYONE ELSE FOR ANY INDIRECT, PUNITIVE, SPECIAL, EXEMPLARY,
INCIDENTAL OR CONSEQUENTIAL DAMAGES OF ANY KIND (INCLUDING, WITHOUT
LIMITATION, LOSS OF REVENUE, PROFITS, USE, DATA OR OTHER ECONOMIC
ADVANTAGE) ARISING OUT OF, OR IN ANY WAY CONNECTED WITH THIS AGREEMENT,
REGARDLESS OF CAUSE, EVEN IF THE PARTY FROM WHICH DAMAGES ARE BEING
SOUGHT OR SUCH PARTY'S LICENSORS PREVIOUSLY HAVE BEEN ADVISED OF THE
POSSIBILITY OF SUCH DAMAGES; AND
13.3 THE TERMS OF THIS SECTION 13 APPLY REGARDLESS OF THE FORM OF ACTION,
WHETHER THE ASSERTED LIABILITY OR DAMAGES ARE BASED ON CONTRACT
(INCLUDING, BUT NOT LIMITED TO, BREACH OF WARRANTY),TORT (INCLUDING, BUT
NOT LIMITED TO, NEGLIGENCE), STATUTE, OR ANY OTHER LEGAL OR EQUITABLE
THEORY.
THE PROVISIONS OF THIS SECTION 13 ALLOCATE RISKS UNDER THIS AGREEMENT
BETWEEN CUSTOMER AND PD, AND THE FEES CHARGED FOR THE SERVICE
REFLECT THIS ALLOCATION OF RISKS AND THESE LIMITATIONS OF LIABILITY.
14) CONFIDENTIALITY
14.1 Definition. As used in this Agreement, "Confidential Information" means
information and materials provided by the disclosing Party ("Discloser") to the Party
receiving such information or materials ("Recipient") that (a) are identified as
confidential at the time of disclosure, or (b) a reasonable person in the relevant
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industries should understand to be confidential based on the nature of the information
and materials and all other relevant factors. For the avoidance of doubt, Customer's
Confidential Information includes, without limitation, all Customer Data, all Customer
non-public business information, and Customer's Intellectual Property, and PD's
Confidential Information includes, without limitation, all pricing terms offered to
Customer under any Order Form, PD's non-public business plans, all non-public aspects
of the PD Technology, and the results of any evaluation of the Service performed by or
on behalf of Customer for purposes of monitoring its availability, performance or
functionality, or for any other benchmarking or competitive purposes.
14.2 Purpose. Recipient must not use any of Discloser's Confidential Information for
any purpose other than carrying out Recipient's obligations or exercising its rights under
this Agreement (the "Purpose").
14.3 Permitted Disclosures and Obligations. Recipient also must not disclose to any
third party any Confidential Information, other than to Recipient's Affiliates, contractors,
consultants, and employees who (a) need to know such information in order to fulfill the
Purpose, and (b) are bound by confidentiality obligations substantially similar to
Recipient's under this Agreement (each Party is fully responsible for its respective
Affiliates', contractors', consultants' and employees' compliance with this Agreement).
Recipient must treat all Discloser Confidential Information with the same degree of care
Recipient gives to its own Confidential Information, but not less than reasonable care.
Further, neither Party may disclose publicly the existence or nature of any negotiations,
discussions or consultations in progress between the Parties without the prior written
consent of the other Party. Recipient and its Affiliates, contractors, consultants, and
employees who receive Confidential Information hereunder must: (i) not use any such
Confidential Information to compete with Discloser or in any other way except as
reasonably necessary for the Purpose; (ii) not reverse engineer, disassemble or
decompile any prototypes, software or other tangible objects received from Discloser
under this Agreement that embody Confidential Information; (ill) promptly notify
Discloser of any unauthorized use or disclosure of its Confidential Information of which
Recipient becomes aware; and (iv) reasonably assist Discloser in remedying any such
unauthorized use or disclosure.
14.4 Exclusions. Recipient's obligations under Section 14 will not apply to any Discloser
Confidential Information that Recipient can prove with sufficient documentary evidence:
(a) is or becomes part of in the public domain through no fault of Recipient; (b) is
rightfully in Recipient's possession free of any confidentiality obligation; (c) was
independently developed by Recipient without use of any Discloser Confidential
Information; or (d) is communicated by Discloser to an unaffiliated third party free of
any confidentiality obligation. A disclosure by Recipient of any Confidential Information
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(i) in response to a valid order or other legal process issued by a court or other
governmental body having jurisdiction, (ii) as otherwise required by law, or
(iii) necessary to establish the rights of either Party under this Agreement will not be a
breach of this Agreement if,to the extent legally permitted, Recipient gives Discloser
prompt notice and reasonable cooperation so Discloser may seek to prevent or limit
such disclosure.
14.5 Ownership and Destruction of Confidential Information. As between Discloser and
Recipient, all Discloser Confidential Information is the property of Discloser, and no
license or other rights are granted or implied hereby. All materials provided to Recipient
by Discloser, whether or not they contain or disclose Confidential Information, are
Discloser's property. Promptly after any request by Discloser, Recipient will (a) destroy
or return to Discloser all Confidential Information and materials in Recipient's
possession or control, and (b) upon written request by Discloser, confirm such
return/destruction in writing; provided, however, that the Recipient may retain electronic
copies of any computer records or electronic files containing any Discloser Confidential
Information that have been created pursuant to Recipient's standard, commercially
reasonable archiving and backup practices, as long as Recipient continues to comply
with this Agreement with respect to such electronic backup copies for so long as such
Confidential Information is retained.
14.6 Export. Exchange of Confidential Information under this Agreement is subject to all
applicable export laws and regulations. Except to the extent permitted by a separate
agreement,the Parties will not disclose any information requiring an authorization to be
exported.
14.7 Confidentiality Period. Recipient's obligations with respect to Discloser's
Confidential Information under Section 14 will remain in effect for the term of this
Agreement and for three (3) years after any expiration or termination of this Agreement.
15) GENERAL
15.1 Governing Law. This Agreement is governed by Delaware law and controlling
United States federal law, without regard to conflicts of law provisions of any
jurisdiction. Any disputes, actions, claims or causes of action arising out of or relating
to this Agreement or the Service will be subject to the exclusive jurisdiction of the state
and federal courts located in Delaware, USA. The Service is a service, not a good, and is
not subject to the Uniform Commercial Code, the Uniform Computer Information
Transactions Act, or the United Nations Convention on the International Sale of Goods.
15.2 Assignment. Neither Party may assign, sublicense or otherwise transfer (by
operation of law or otherwise) this Agreement, or any of a Party's rights or obligations
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under this Agreement,to any third party without the other Party's prior written consent,
which consent must not be unreasonably withheld, delayed or conditioned; provided,
however,that upon written notice to the other Party, either Party may assign or
otherwise transfer this Agreement, along with all associated Order Forms and SOW (and
all its rights and obligations thereunder), (a) to a successor-in-interest in connection
with a merger, acquisition, reorganization, a sale of most or all of its assets, or other
change of control, or (b) to its Affiliate. In the event of such a permitted transfer by
Customer,the rights granted under this Agreement shall continue to be subject to the
same usage limitations that applied under applicable Order Forms prior to the transfer
(e.g., any transaction volume terms and limitations to particular Customer legal entities,
business units, projects, brands, products and/or services set forth therein). Any
purported assignment or other transfer in violation of this section is void. Subject to the
terms of this section, this Agreement will bind and inure to the benefit of the Parties and
their respective permitted successors and transferees.
Notwithstanding anything to the contrary in this section, in the event of any permitted
transfer by Customer under this section to a direct competitor of PD, PD will have the
right to terminate this Agreement (including all associated Order Forms and SOW) for
cause under Section 6.5. In the event of such a termination, PD will promptly refund to
Customer, on a pro rata basis, all Fees prepaid by Customer under all Order Forms and
SOW then in effect that are unused as of the termination effective date.
15.3 Force Maieure. If either Party is prevented from performing, or is unable to perform,
any of its obligations under this Agreement (other than payment obligations) due to any
cause beyond its reasonable control, e.g., war, riots, labor unrest, fire, earthquake, flood,
hurricane, other natural disasters and acts of God, Internet service failures or delays,
and denial of service attacks (collectively, "Force Majeure"), the affected Party's
performance will be excused for the resulting period of delay or inability to perform.
15.4 Marketing. Upon Customer's prior written consent, which may be withheld or
revoked at any time in Customer's sole discretion, PD is may identify Customer as a PD
customer on PD's website and marketing materials. Within thirty (30) days after
Customer goes live on the Service, (a) Customer and PD will issue a mutually agreed
joint public announcement, and (b) Customer may consider serving as a reference for
PD in Customer's sole discretion. Customer further agrees that "Powered by PD" or a
similar PD mark may appear in invoices, quotes, hosted payment pages, hosted
checkout pages, and similar outputs generated through Customer's use of the Service.
15.5 Independent Contractors. The Parties are independent contracting parties. Neither
Party has, or will hold itself out as having, any right or authority to incur any obligation
on behalf of the other Party. The Parties' relationship in connection with this Agreement
will not be construed as a joint venture, partnership, franchise, employment, or agency
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relationship, or as imposing any liability upon either Party that otherwise might result
from such a relationship.
15.6 Notices. All legal notices (e.g., notice of termination of this Agreement or an Order
Form based on an alleged material breach) required under this Agreement must be
delivered to the other Party in writing (a) in person, (b) by nationally recognized
overnight delivery service, or (c) by certified U.S. mail (requiring signature) to the other
Party's corporate headquarters, Attention: Legal Department. With respect to all other
notices, Customer may email PD's primary assigned contact and PD may email
Customer's billing contact identified on the applicable Order Form(s) or SOW. Either
Party may change its notice address by giving written notice to the other Party.
15.7 Anti-Corruption. Customer acknowledges it has not received or been offered any
illegal or otherwise improper bribe, kickback, payment, gift or other thing of value by any
PD employee, representative or agent in connection with this Agreement. Customer will
use reasonable efforts to promptly notify PD if Customer becomes aware of any
circumstances that are contrary to this acknowledgment.
15.9 Execution. This Agreement may be signed electronically and in counterparts, in
which case each signed copy will be deemed an original as though both signatures
appeared on the same document.
15.10 Entire Agreement. This Agreement,together with any applicable Order Forms and
SOW (including any other terms referenced in any of those documents), comprises the
entire agreement between Customer and PD regarding the subject matter of this
Agreement, supersedes all prior or contemporaneous negotiations, discussions or
agreements,whether written or oral, between the Parties regarding such subject matter,
and may only be modified by a document signed by authorized representatives of both
Parties.
16) DEFINITIONS
As used in this Agreement:
"Affiliate" means a company, corporation, individual, partnership or other legal entity
that directly or indirectly controls, is controlled by, or is under common control with a
Party to this Agreement. For purposes of this definition, "control" means direct or
indirect ownership or control of more than fifty percent (50%) of the voting interests of
the subject entity;
"Content" means the audio and visual information, documentation, software, products
and services contained in or made available via the Service, other than Customer Data
and Customer Confidential Information;
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"Customer Data" means any data, information or material received by the Service from
Customer or Customer's Users in the course of accessing or using the Service;
"Intellectual Property Rights" means rights under any copyright, patent, trademark,
trade secret and other intellectual property laws worldwide;
"Normal Communication Channels" means the online channels through which PD
normally communicates important information to its customers, e.g., PD's online
Knowledge Center and community site, and/or the email address(es) provided by
Customer. (Customer must opt-into PD's online community site to receive certain
important information regarding such changes and to take other required action relating
to use of the Service.);
"Privacy Laws" means all European Union member country and U.S. laws and
regulations regarding data privacy and transmission of personal data that apply to PD's
provision of the Service to Customer (e.g., storing and processing Customer Data),
including, without limitation, Articles 25(1) and 26(1) of EU Directive 95/46/EC of 24
October 1995;
"Service" means PD's online subscription service (e.g., for subscription billing
management and analytics), accessible via any Web site or IP address designated by
PD, which PD provides to Customer under an Order Form. "Service" also includes all
components of PD's online LMS service, and all Content and PD Technology provided by
PD in connection therewith;
"SOW" means Statement(s) of Work, Work Authorization(s) or other contract(s) under
which PD provides its Professional Services, if any;
"User(s)" means Customer's customers, employees, representatives, consultants,
contractors and agents who have been authorized by Customer to use the Service; and
"PD Technology" means all of PD's and its licensors' proprietary technology that PD
makes available to Customer as part of or in connection with the Service (including,
without limitation, any and all software, hardware, products, processes, APIs,
algorithms, user interfaces, trade secrets, know-how,techniques, designs and other
tangible or intangible technical material or information).
Appendix A: Service Level Agreement
A. Response Times
For all support issues relating to the PD GrantTracker and GrantFinder
Product, PD will make an industry standard and commercially reasonable
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effort to respond promptly (via PD's Normal Support Channels), in any
event within two (2) Business Days after receipt.
B. Uptime Commitment
The Uptime Percentage for the Service will be ninety-nine and five-tenths
percent (99.5%) (the "Uptime Commitment"). Subject to the exclusions
described in Subsection C below, "Uptime Percentage" is calculated by
subtracting from 100% the percentage of 1-minute periods during any yearly
billing cycle (i.e., 12 calendar months) in which Customer's Production
Tenant(s) is (are) Unavailable out of the total number of minutes in that
quarterly billing cycle. "Unavailable" and "Unavailability" mean that, in any 1-
minute period, all connection requests received by Customer's Production
Tenant(s) failed to process (each a "Failed Connection"); provided, however,
that no Failed Connection will be counted as a part of more than one such 1-
minute period (e.g. a Failed Connection will not be counted for the period
12:00:00-12:00:59 and the period 12:00:30-12:01:29). The Yearly Uptime
Percentage will be measured based on the industry standard monitoring
tools PD uses.
A. Exclusions from Uptime Percentage
Notwithstanding anything to the contrary in this exhibit, any Service Unavailability
issues resulting from any of the following will be excluded from calculation of Quarterly
Uptime Percentage
— Regularly scheduled maintenance of the Service that does not exceed six (6) hours per 3-month
period and is communicated by PD at least twenty-four(24) hours in advance via PD's Normal
Support Channels. (PD typically schedules such regularly scheduled maintenance once per month.);
— Any failures of the PD Standard and Custom Reporting Services that does not exceed six (6) hours
per 3-month period and is communicated by PD at least twenty-four(24) hours in advance via PD's
Normal Support Channels.;
--Any issues with a third party service to which Customer subscribes (e.g. salesforce.com. Okta, or
a payment gateway);
— Any problems not caused by PD that result from (a) computing or networking hardware, (b) other
equipment or software under Customer's control, (c)the Internet, or(d) other issues with electronic
communications;
-- PD's suspension or termination of the Service in accordance with the Agreement and/or its
associated Order Form;
— Exceeding PD's published Concurrent Request Limits;
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— Software that has been subject to unauthorized modification by Customer,
— ]Negligent or intentional misuse of the Service by Customer,or— "Beta"or"limited availability"
products,features and functions identified as such by PD. Customer may elect to use certain billable
PD Professional Services to resolve issues associated with the excluded areas listed in this Exhibit
A. Such Professional Services may require Customer to complete a network assessment, and/or
give PD access to Customers network, in order to diagnose the issue.
MSA Last Updated: 3/3/17