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Item C07 4� I�`� ° r BOARD OF COUNTY COMMISSIONERS County of Monroe �� Mayor David Rice,District 4 {sJff ` Mayor Pro Tem Craig Cates,District 1 The Florida.Keys Michelle Coldiron,District 2 Eddie Martinez,District 3 Holly Merrill Raschein,District 5 County Commission Meeting December 8, 2021 Agenda Item Number: C.7 Agenda Item Summary #9917 REVISEDWORDING: Added procedure for County Attorney and Mayor's approval of contract, and corrected spelling error. BULK ITEM: Yes DEPARTMENT: Project Management TIME APPROXIMATE: STAFF CONTACT: Cary Knight(305) 292-4527 N/A AGENDA ITEM WORDING: Approval by the Board to enter into a contract for the upgrade and enterprise implementation of Dude Solutions' Asset Essentials and Capital Predictor software used for routine and preventative maintenance work order system of County buildings and capital forecasting and planning for an amount of$174,052.74 funded by one cent infrastructure sales surtax. This contract will utilize competitively bid pricing in accordance with cooperative purchasing/piggybacking procedures. Approval for the Mayor to siyn the contract after County Attorney reviews and approves the final version. ITEM BACKGROUND: In 2016 Facility Dude software was selected to assist with the management of facility maintenance work orders. The upgrade from Facility Dude to Asset Essentials and Capital Predictor will improve the ability to submit and manage work orders,plan and schedule routine and preventative maintenance, routine inspections, streamline work and tasks though resource leveling, and inventory building assets with QR bar coding. The system will utilize cost tracking, meter reading, and repair history for total cost of ownership (TCO) decision-making across sites and different hierarchies. Dashboard and tools are available to manage budgets, KPIs, charts, graphs, and reports. Inventory of frequently used parts can be managed to streamline just-in-time maintenance and optimize procurement/replenishment processes. Fees The first-year fees are for the upgrade of the software ($17,835.94), inventory of all County buildings, loading maintenance schedules, and capital predictors ($156,216.80) for a total first year investment of$174,052.74. County staff negotiated optional yearly renewals not to exceed pricing for years two though five as follows: 2ad year $39,649.27, 3rd year $41,631.73, 4th year $43,713.32, 5th year 45,898.99. Implementation Dude Solutions will inventory every building with a county team in the first phase of the project lasting four to six weeks. At that time the consultant will inventory and barcode all building assets and prepare all maintenance schedules. Assets will be loaded into the system for expected life and future replacement costs enabling a twenty-year capital predictor model. The complete project is expected to take two to four months to complete. This is an essential tool for planning, budgeting, and decision-making for county facilities. PREVIOUS RELEVANT BOCC ACTION: 05/18/2016 —Ratification of contract for Facility Dude for $49,717.20 CONTRACT/AGREEMENT CHANGES: Upgrade to software STAFF RECOMMENDATION: Approval DOCUMENTATION: Draft Tracking & Maintenance Project Agreement Asset Essentials Quote Revised 11-23-2021 Facility Dude Contract 2016 FINANCIAL IMPACT: Effective Date: 12/1/2021 Expiration Date: TBD Total Dollar Value of Contract: $344,946.05 Total Cost to County: $344,946.05 Current Year Portion: $174,052.74 Budgeted: Yes Source of Funds: CPI: N/A Indirect Costs: N/A Estimated Ongoing Costs Not Included in above dollar amounts: Revenue Producing: N/A If yes, amount: Grant: N/A County Match: N/A Insurance Required: N/A Additional Details: REVIEWED BY: Cary Knight Completed 11/23/2021 10:45 AM Kevin Wilson Completed 11/23/2021 10:57 AM Joseph DiNovo Completed 11/23/2021 3:42 PM Purchasing Completed 11/23/2021 4:07 PM Budget and Finance Completed 11/23/2021 4:33 PM Maria Slavik Completed 11/23/2021 4:42 PM Liz Yongue Completed 11/23/2021 4:50 PM Board of County Commissioners Pending 12/08/2021 9:00 AM } C.7 `, County �� .�� y,+ ' �, "tr BOARD OF COUNTY COMMISSIONERS Mayor David Rice,District 4 Mayor Pro Tem CraigCates,District 1 The Florida Keys` ) ��`'�` Michelle Coldiron,District 2 Eddie Martinez,District 3 w � Holly Merrill Raschein,District 5 County Commission Meeting December 8, 2021 Agenda Item Number: C.7 Agenda Item Summary #9917 BULK ITEM: Yes DEPARTMENT: Project Management TIME APPROXIMATE: STAFF CONTACT: Cary Knight(305) 292-4527 N/A AGENDA ITEM WORDING: Approval by the Board to enter into a contract for the upgrade and enterprise implementation of Dude Solutions' Asset Essentials and Capital Predictor software used for routine and preventative maintenance work order system of County buildings and capital forecasting and planning for an amount of $174,052.74 funded by once cent infrastructure sales surtax. This contract will utilize competitively bid pricing in accordance with cooperative purchasing/piggybacking procedures. ITEM BACKGROUND: In 2016 Facility Dude software was selected to assist with the management of facility maintenance work orders. The upgrade from Facility Dude to Asset Essentials and Capital Predictor will improve the ability to submit and manage work orders,plan and schedule routine and preventative maintenance, routine inspections, streamline work and tasks though resource leveling, and inventory building assets with QR bar coding. The system will utilize cost tracking, meter reading, and repair history for total cost of ownership (TCO) decision-making across sites and different hierarchies. Dashboard and tools are available to manage budgets, KPIs, charts, graphs, and reports. Inventory of frequently used parts can be managed to streamline just-in-time maintenance and optimize procurement/replenishment processes. Fees The first-year fees are for the upgrade of the software ($17,835.94), inventory of all County buildings, loading maintenance schedules, and capital predictors ($156,216.80) for a total first year investment of$174,052.74. County staff negotiated optional yearly renewals not to exceed pricing for years two though five as follows: 2ad year $39,649.27, 3rd year $41,631.73, 4th year $43,713.32, 5th year 45,898.99. Implementation Dude Solutions will inventory every building with a county team in the first phase of the project lasting four to six weeks. At that time the consultant will inventory and barcode all building assets and prepare all maintenance schedules. Assets will be loaded into the system for expected life and future replacement costs enabling a twenty-year capital predictor model. The complete project is Packet Pg.373 C.7 expected to take two to four months to complete. This is an essential tool for planning, budgeting, and decision-making for county facilities. PREVIOUS RELEVANT BOCC ACTION: 05/18/2016 —Ratification of contract for Facility Dude for $49,717.20 CONTRACT/AGREEMENT CHANGES: Upgrade to software STAFF RECOMMENDATION: Approval DOCUMENTATION: Draft Tracking & Maintenance Project Agreement Asset Essentials Quote Revised 11-23-2021 Facility Dude Contract 2016 FINANCIAL IMPACT: Effective Date: 12/1/2021 Expiration Date: TBD Total Dollar Value of Contract: $344,946.05 Total Cost to County: $344,946.05 Current Year Portion: $174,052.74 Budgeted: Yes Source of Funds: CPI: N/A Indirect Costs: N/A Estimated Ongoing Costs Not Included in above dollar amounts: Revenue Producing: N/A If yes, amount: Grant: N/A County Match: N/A Insurance Required: N/A Additional Details: REVIEWED BY: Cary Knight Completed 11/23/2021 10:45 AM Kevin Wilson Completed 11/23/2021 10:57 AM Joseph DiNovo Completed 11/23/2021 3:42 PM Purchasing Completed 11/23/2021 4:07 PM Packet Pg.374 C.7 Budget and Finance Completed 11/23/2021 4:33 PM Maria Slavik Completed 11/23/2021 4:42 PM Liz Yongue Completed 11/23/2021 4:50 PM Board of County Commissioners Pending 12/08/2021 9:00 AM Packet Pg.375 C.7.a AGREEMENT FOR IMPLEMENTATION OF THE DUDE SOLUTIONS EQUIPMENT TRACKING AND MAINTENANCE SOFTWARE SYSTEM This Agreement ("Agreement") made and entered into this da} of 2021 by and between illonroe Count),, a political subdivision of the State of Florida, whose address y is 1100 Simonton Street, Ke)- West, Florida, 33040, its successors and assigns, hereinafter referred to as "COl`NTY," through the Monroe Count}` Board of County Commissioners ("BOCC" , y AND o Dude Solutions, Incorporated, a Delaware Corporation,licensed to do business in the State of Florida, whose principal address. is 11000 Regency- Parkway, Suite 110; Caty, North Carolina 27518, its successors and assigns, hereinafter referred to as "DUDE SOLUTIONS" or � "CONTRACTOR", WITNESSET = WHEREAS, the COUNTY required,a software product to be utilized by the Project Management and Facilities Departments for the trac and maintenance of equipment located in or on county owned or leased premises; and WHEREAS, the CONTRACTOR has agreed to implement its Asset Essentials Core Plus, Capital Predictor Enterprise and Work,Planner software systems to achieve the objectives sought by the COUNTY, which shall collectively be referred rows the "Project"; and WHEREAS, this agreement swill be.utilizing cooperative purchasing and pricing under a competitively bid solicitation,bh Sburcewell,'a unit of government created under Minnesota Law, for facility management, software and services related thereto including hosting, customization, e( integration, ' p'leineri'ation, installation, maintenance, training, data collection, import, export and backup, record-keeping' and reporting,,,,mobile, cloud and web based applications or platforms, CL customer service, auditing, coInpHance, security, and technical and user support. (Contract #090320- SDI, effective November G, 2020 to November 2, 2024) (hereinafter "Sourcewell Contract 090320- SDI") with an optional extension of an additional one-year period to November 2, 2025; NOW, THEREFORE, in consideration of the mutual promises, covenants and agreements stated herein, and for other good and valuable consideration, the sufficiency of which is hereby 06 acknowledged, the COUNTY and the CONTRACTOR agree as follows: 1 Packet;Pg. 376 C.7.a FORM OF AGREEMENT ARTICLE I 1.1 REPRESENTATIONS AND WARRANTIES By executing this Agreement, the CONTRACTOR makes the following express representations and warranties to the COUNTY: y 1.1.1 The CONTRACTOR shall maintain all necessary licenses, permits or other authorizations w necessary to act as the CONTRACTOR for the Project until the CONTRACTOR'S duties y hereunder have been full}' satisfied. o " 0 1.1.2 The CONTRACTOR has become familiar with the site(s) and the local conditions under which the Project is to be completed. 1.1.3 The CONTRACTOR shall prepare all documentation required by this Agreement in such a manner that it shall be accurate, coordinated end adequate for use in verifying work completed and shall be in conformity and comply with all applicable law, codes and regulations. The CONTRACTOR warrants that the documents prepared as a part of this Agreement will be adequate and sufficient to document'costs in a manner that is acceptable CD for reimbursement bygovernment age,zxcies, therefore eliminating any additional cost due to missing or incorrect information. 1.1.4 The CONTRACTOR assum.es full responsib i1 4 to the extent allowed by lawwith regard to its performance and tho directly under its'etr►plo}'. 0. 1.1.5 The CONTRACTOR'S senrices shall be performed as expeditiously as is consistent with professional skill'arid care and ihe�ordetly progress of the Project. In providing all services E pursuant to this Agreement," the CONTRACTOR shall abide by all statutes, ordinances, rules and regulations pertaining to, or regulating the provisions of such services, including u' those,A win effect and hereinafter adopted. Any violation of said statutes, ordinances, rules and;regulations shall constitute, a material breach of this Agreement and shall entitle the 8c►ard to terminate this,'contract immediately upon delivery of written notice of terminationCL to tie CONTRACTOR. 1.1.6 At all es and for all purposes under this Agreement, the CONTRACTOR is an independ& t contractor and not an employee of the Board of County Commissioners for Monroe County-' No statement contained in this Agreement shall be construed so as to find the CONTRACTOR or any of his/her/its employees, contractors, servants, or agents to be employees of the Board of County Commissioners for Monroe County. 1.1.7 The CONTRACTOR shall not discriminate against any person on the basis of race, creed, color, national origin, sex, age, or any other characteristic or aspect which is not job related, in its recruiting, hiring, promoting, terminating, or any other area affecting employment under this Agreement or with the provision of services or goods under this Agreement. 2 Packet iPg. 377 C.7.a ARTICLE II SCOPE OF BASIC SERVICES 2.1 DEFINITION The CONTRACTOR'S Scope of Basic Services consists of that described in Attachment A. � The CONTRACTOR shall commence work on the services provided for in this Agreement promptly upon its receipt of a written notice to proceed from the COI,.'NTY. 2.2 NOTICE REQUIREMENT All written correspondence to the COUNTY shall be dated and `signed by an authorized representative of the CONTRACTOR. Any notice required or: permitted under this o Agreement shall be in writing and hand delivered or mailed, postage pre-paid, to the COUNTY by certified mail, return receipt requested, to,the following: 0 For the COUNTY: Alan I1IacEachern Information Technology Director hfonroe Counts, BOCC U. 102050 Overseas Highway, NINI 102.5 � Key Largo, Florida 33037 x Roman Gastesi,Jr. Alonroe County Administrator 1100 Simonton;Street,' 2-205 Key West, Florida 3304,0,11 Office of hioproe Count}'Attorney: 1111 12th Streetz�Suite 408 �s Ke}'West, Florida 33040 CL Fear the CONTRACTOR: Kelly Caputo,General Counsel Dude Solutions, Incorporated 11fl00 "' ency Parkway, Suite 110 Car , North Carolina 27518 06 0 0 Packet;Pg. 378 C.7.a ARTICLE III ADDITIONAL PRODUCTS AND SERVICES 3.1 Additional products and services are those products and services not included in the Scope U) of Basic Services. Should the COUNTY require additional products or services the}' shall be _ paid for by the COUNTY at pricing, rates or fees negotiated at the time when services are required, but only if approved by the COUNTY before commencement. 3.2 If Additional Services are required, the COUNTY shall issue a letter requesting and y describing the requested products and services to the CONTRACTOR. The CONTRACTOR shall respond with a fee proposal, in accordance with the competitive y pricing under the Sourcewell Contract 090320-SDI, to provide the requested products and/or to perform the requested services. Only after receiving in amendment to the o Agreement and a notice to proceed from the COUNTY, shll'the CONTRACTOR proceed with the Additional Services. Any additional services m, t be funded and approV ed by the Board of County Commissioners. y ARTICLE COUNTY'S RESPON' TL.I IES 4.1 The COUNTY shall provide complete and accurate information and cooperation regarding requirements for the Project including access to office accommodations, facilities, equipment, county staff assistance and cooperation,and complete and accurate data. x 4.2 The COUNTY shall designate,a representative,to act on the COUNTY's behalf with respect to the Project. The COUN Y repre$eritative shall render decisions in a timely manner pertaining to a request'for information submitted by the CONTRACTOR in order to avoid unreasonable dale,=in the orderly and sequential,progress of the CONTRACTOR'S services. 4.3 Prompt written notice shall be gn4n' `6 the COUNTY and its representative to the 2 CONTRACTOR if they_Ibecome aware of any fault or defect in the Project or non-- conform C with the Agreement Documents. Written notice shall be deemed to have been duly"served if sent pursuant to Paragraph 2.2. CL 4.4 The COUNTY shall` furnish the required information and services and shall render approvqls and decisions as expeditiously as necessary for the orderly progress of the CONT CTOR'S services and work of other contractors. 4.5 The COUN ''s review of any information or documents prepared by the CONTRACTOR 06 or its subcontractors shall be solely for the purpose of determining whether such 0 information or documents are generally consistent with the COUNTY's criteria, as, and if, modified. No review of such information or documents shall relieve the CONTRACTOR of responsibility for the accuracy, adequacy, fitness suitability or coordination of its work p �' S> t}' product. 4.6 The COUNTY shall provide copies of necessary information or documents required to m complete the work. 0 4 Packet iPg. 379 C.7.a 4.7 Any information that may be cif assistance to the CONTRACTOR to ,%-hich the COUNTY has U-ni ediate access ,sill be provided as requested. ARTICLE V INDEMNIFICATION AND HOLD HARMLESS 5.1 To the fullest extent permitted by law, and to the extent that claims, damages, losses or expenses are not covered and paid by insurance purchased by the CONTRACTOR, the y CONTRACTOR shall defend, indemnify and hold harmless the COUNTY (as Owner), its agents, representatives, agents, officers, directors, officials, and employ ees from and against y all claims, damages, losses, and expenses (including, but not limited to attorneys' fees, court costs, expert witness fees, and the costs and attorneys' fees for appellate proceedings) arising out of, or alleged to have resulted from the negligent acts and errors cix willful omissions relating to the performance of this Contract. 0 5.2 The CONTRACTOR'S duty to defend, indemnif}`, and hold harmless the COUNTY, its agents, representatives, agents, officers, dixe officials and employees shall arise in connection with an}' claim, damage, loss or expertise tttiat is attributable to bodily injury, sickness, disease, death or injury to, impairment 0& or destruction of tangible property, including loss of use resulting therefrom, caused by negligent acts and errors, or willful omissions in the performance of this Cotxtxact, but only to khe extent caused by the negligent acts or omissions of the CONTRACTOR; a subcontractor, any one directly or indirectly employed by them, or anyone for whose acts they,may"be liable, regardless of whether or not 0) such claim, damage, loss,or expense is esused in part b}"'a:party indemnified hereunder. 5.3 Notwithstanding anything to the conttary,�no provision of this Agreement shall prohibit or 0' affect CONTRACTOR'S right "to seek contribution from any party responsible for the ,. underlying claim. . 5.4 The amount and type.af insurance coverage requirements set forth herein will in no wav be 2 construed=>as limiting the ,scope of the indemnity in this paragraph. The scope of this indcrnnificati' does not e:ctend to the sole negligence of County. Should any claims be ass against the'COUN YI by virtue of any deficiency or ambiguity in the plans and 0 CL specifications proVi&al,by the CONTRACTOR, the CONTRACTOR agrees and warrants that it shall hold the COUNTY harmless and shall indemnify it from all losses occurring thereby and shall further defend any claim or action on the COUNTY'S behalf. 5.5 In the e-,-ct the completion of the project (to include the work of others) is delayed or suspended as a result of the CONTRACTOR'S failure to purchase or maintain the required 06 insurance, the CONTRACTOR shall indemnify the COUNTY from any and all increased expenses resulting from such delays. Should any claims be asserted against the COUNTY by � virtue of any deficiencies or ambiguity in the plans and specifications provided by the CONTRACTOR, the CONTRACTOR agrees and warrants that the CONTRACTOR will hold the COUNTY harmless and shall indemnify it from all losses occurring thereby and shall further defend any claims or action on the COUNTY'S behalf. 5.6 This indemnification shall survive the expiration or early termination of the Agreement. � 5 Packet iPg. 380 C.7.a ARTICLE I PERSONNEL 6.1 PERSONNEL The CONTRACTOR shall assign only qualified personnel to perform any sen4ce concerning the Project. During the term of this Agreement, it is anticipated that numerous personnel will be assigned to perform the various functions, as established by the r_ CONTRACTOR, to fulfill the Scope of Work. y ARTICLE VII y COMPENSATION, PAYMENTS, BUDGET'.a TERM 0 7.1 COMPENSATION BASED ON SPECIFIED RATES 0 7.1.1 The COUNTY shall pay the CONTRACTOR monthly- in current funds for the CONTRACTOR'S performance of this Agreement based on the competitively bid pricing outlined in Attachment A. The Total Estimated Ntat to Eced Amount of"Three Hundred, Forty-Four Thousand, Nine Hundred, Forty-Six Dcillars and Five Cents ($344,946.05) will apply to this Agreement. This amount is, composed ta£;One Hundred, Fifty-Sir Thousand, Two Hundred, Sixteen Dollar; and Eight)- Cents ($156,216.80) in implementation & service costs and One Hundred, Eighty-Eight Thousand, Seven Hundred,Twenty-Nine Dollars and Twenty-Five Cents ($188,729.25) in licensing costs. ' X 7.2 PAYMENTS 7.2.1 The contractor will be paid in increments based on delivered work products according to the W Proposed Payment Schedule included in Attachment A. Payment will be made pursuant to the Local Goveinment Protxtp,t,Payrnent Act (Section 218.'70, Florida Statutes). Q (A) I£ the CONTPiACTOR'S duties, obligations and responsibilities are materially changed by am endment ent to this Agreement after execution of this Agreement, compensation due to the CONTRACTOR shall be equitably adjusted, either upward CL or downward. .. 0 (B) As a condition precedent for any payment due under this Agreement, the CONTRACTOR shall submit monthly, unless otherwise agreed in writing by the COUNT F, a proper invoice to the COUNTY requesting payment for services properly, , rendered and reimbursable expenses due hereunder. The 06 CONTRACTOR'S invoice shall describe with reasonable particularity the service 0 rendered. The CONTRACTOR'S invoice shall be accompanied by such supporting documentation or data in support of expenses for which payment is sought that is acceptable to the I11onroe County Clerk of Court based on generally accepted accounting principles and such laws, rules and regulations as may govern the Clerk's disbursal of funds. 0 6 Packet;Pg. 381 C.7.a .3 BUDGET AND REIMBURSABLE 7.3.1 The CONTRACTOR may- not be entitled to receive, and the COU`1—Y is not obligated to pay, any fees or expenses in excess of the amount budgeted for this contract in each fiscal year (October 1 - September 30) by CO NTY's Board of County Commissioners. The budgeted amount may only be modified by an affirmative act of the COUNT Y's Board of County Commissioners. 7.3.2 The COI;NTY's performance and obligation to pay under this Agreement is contingent y upon an annual appropriation by the Board of County Commissioners and the approval of the Board members at the time of contract initiation and its duration` v, 7.3.3 It is anticipated that no reimbursable expenses will be incurred bythe CONTRACTOR. In the event that travel becomes necessary, expenses incurred in connection with travel authorized by the County, in writing, will only be reimbursement to the extent and in the amount authorized by Section 112.061, Florida Statutes; ' ` y 7.4 TERM OF AGREEMENT 7.4.1 Initial Contract Term. This Agreement shall be fora period of Nine Months commencing on January 1, 2022 and terminating on September 30, 2022, 7.4.2 Optional Contract Terms. The COS`NTY shu have the aption to extend the term of eriod of an additional Four (4) }ears in accordance this Agreement on an annual basis for p with the provisions contained herein ar,d the schedule set forth in Attachment A. The COUNTY shall give thie CONTRACTOR written notice, as provided in this Agreement, of the intention by the COUNTY' o exercise such option at least thirty (30) days prior to the expiration of the, Initial Contract Term and at least thirty (30) days prior to the anniversary dates of the expx Ation of the taitial Contract'Perm during the Optional Contract Terms. °i ARTICLE VIII INSURANCE 8.1 The CONTRACTORshall obtain insurance as specified and maintain the required insuranceCL at all times that this Agreement is in effect. In the event the completion of the pro}ect (to include the work of others) is delayed or suspended as a result of the CONTRACTOR'S failure to'purchase gar maintain the required insurance, the CONTRACTOR shall indemnif►° the COUNTY frarri any and all increased expenses resulting from such delay. 06 8.2 The coverage provided herein shall be provided by an insurer with an AAA Best rating of VI or better, that is licensed to business in the State of Florida and that has an agent for service of process within the State of Florida. The coverage shall contain an endorsement providing sixty (60) days' notice to the COUNTY prior to any cancellation of said coverage. Said coverage shall be written by an insurer acceptable to the COUNTY and shall be in a form acceptable to the COUNTY. 8.3 The CONTRACTOR shall obtain and maintain the following policies, 7 Packet;Pg. 382 C.7.a -f.3.1 Workers' Conipcnsqtion Insurance as regi�ircd b�, the State of Florida, sLIftlClent U respond to Chapter 440, Ho ida Statutes. 8.3.2 Employers Liability Insurance with limits of S1,000,000 per Accident, $1,000,000 Disease, policy° limits, $1,000,000 Disease each employee. 8.3.3 Comprehensive Business Automobile and Vehicle Liability Insurance covering claims for injuries to members of the public and/or damages to propertF of others arising; from use y of motor vehicles, including onsite and offsite operations, and owned; hired or non-owned LU vehicles, with S500,000 per person, $1,000,000 per Occurrence,' S1,000,000 Propern y Damage or$1,000,000 combined single limit. 0 8.3.4 Commercial General Liability Insurance, including Personal Inju Liability, covering 2 claims for injuries to members of the public or damage;,to property of cithors arising out of any covered act or omission of the CONTRACTO or any of its emplo},fes, agents or y subcontractors or subcontractors, including Pre ses and/or Operations, Products and W Completed Operations, Independent Contractors;"Broad Form Property Damage and a Blanket Contractual Liability Endorsement with .$300,000° per Person, $500,000 per Occurrence, $200,000 Property Damage or$1,000,000 Combined Single Limit, U. An Occurrence Form policy is preferred. If coverage is changed to or provided on a Claims Made policy, its provisions should include coverage for claims'filed on or after the effective date of this contract. In addition, the period for-vvhich claims may be reported must extend X for a minimum of 48 months following the term inktidil'ov.&xpiration of this contract. 8.3.5 Professional Liabili ty�jhsurArice or E eer'ins Errors and Omissions insurance of $1,000,000 per occurrence and $1000,000 annual aggregate. If the policy is a "claims made" policy, the CONTRACTOR shall maintain or purchase a "tail" to cover claims made after completion of the proje't to,. r"the statutory time limits in Chapter 95, Florida 0) Statutes. 8.3.6 Cybeir .Iiabili Insurance ,to include the following coverages: Data Breach, Network � Secrarity Liability, Internet hledia3 Network Extortion, Regulatory Proceedings, PCI Fine and Cost.The minimum limits acceptable is: $1,000,000 L 8.4 The CONTRACTOR,shall require its subcontractors to be adequately insured at least to the limits prescribed above, and to any increased limits of the CONTRACTOR, if so required _ by the COI..bNduring the term of this agreement. The COUNTY will not pay for increased limits.of insurance for subcontractors. 06 8.5 If the CONTRACTOR participates in a self-insurance fund, a Certificate of Insurance will be required. In addition, the CONTRACTOR may be required to submit updated financial 2 statements from the fund upon request from the COI.`NTY. 8.6 As a pre requisite of the work and services governed, or the goods supplied under this contract (including the pre staging of personnel and material), the CONTRACTOR shall 03 obtain, at its/his„/her own expense, insurance as specified herein. The CONTRACTOR 8 Packet iPg. 383 C.7.a will [Jtl:$. I�t d.�, _....I �.y the ' ;�;,, ,„tbl! 'u", ,,he �H .it, M., Lua,t�.C�.i"t obtain insurance consi;-tent with the provisions of this ..\greement. The CON`IRACI`OR will not be permitted to commence work governed by this contract (including pre-staging of personnel and material) until satisfactory evidence of the required insurance has been furnished to the COUNTY as specified below. Delays in the commencement of work, resulting from the failure of the CONTRACTOR to provide satisfactor}' evidence of the requited insurance, shall not extend deadlines specified in this y contract and any penalties and failure to perform assessments shall I ,,imposed as if the work commenced on the specified date and time, except for tc � ontractor's failure to provide satisfactory evidence. > 0 The CONTRACTOR shall maintain the required insuran qe, !,h , entire term of this contract and any extensions specified in the attache schedules. Fa" to comply with 4 this provision may result in the immediate suspen,st' i>7 of all work u '� , the required o insurance has been reinstated or replaced. Delays,ip fhe completion of work' ' itlting from the failure of the CONTRACTOR to manta `x-tie req surance shall snot extend deadlines specified in this contract and any pipes an ��jfailure to perform assessments shall be imposed as if the work had not been susper ,�� ' cept Eor the CONTRACTOR'S failure to maintain the required insurance. lop The CONTRACTOR will be held rei on�� 1 i all deduc t cs and self-insured retentions �= „ � .. that may be contained in the CONT `'CTOR'S`�Iz�ce policies. The CONTRACTO hall�,�`pfp�ide to °lit COUNTY, as satisfactory evidence of the required insurance,,tiri��t1her. E Cesi�7, fr • ificate of,Irlsixrartec • A ce``; c r :om' of the actual insurance policy. , ;COUNTY, a ,t soleppn, has the right to request a certified copy of any or allCL �},,urance policies, i udtng all amendments, endorsements, exclusions or changes to the p t twpy, re ontract. ,kll ins�ra�ce pol�r� 'must specify that they are not subject to cancellation, non-renewal, material `��ktAr}gefJ�or reduction in coverage unless a minimum of thirty (30) days prior notification}i gi 'en to the C0UN'7Y by the insurer. 06 The acceptance and/or approval of the CONTRACTOR'S insurance shall not be construed as relieving the CONTRACTOR from any Gabilin or obligation assumed under this 2 contract or imposed by law. The 1llonroe CountN- Board of County Commissioners, its employees and officials will be included as "Additional Insured" with respect to CONTRACTOR'S liabilities hereunder in insurance coverages identified in Subparagraph 8.3.3 and Subparagraph 8.3.4. 0 9 Packet;Pg. 384 C.7.a ;. km- cii:�t;ons �•c>�x� these General Insurance �� .��laP-ca�.c�c�t=> A-a�;L-st hC equc,'rud in \%s°sar►g � on the County prepared form entitled "Request for Waiver of Insurance Requirements" 2 and approved by the Monroe County° Risk Management Department. ARTICLE IX MISCELLANEOUS LU 9.1 SECTION HEADINGS F Section headings have been inserted in this Agreement as tt;�i ` Cer of convenience of o reference only, and it is agreed that such section headings ''rlot air of this Agreement and will not be used in the 'interpretation of any prov ision of this A ree enl. '� r 9.2 SUCCESSORS AND ASSIGNS o �4� The CONTRACTOR shall not assign or subc act its o ga'tions under this Agreement, except in writing and with the prior written appro� �1 hoard of County Commissioners for Monroe Couriq, and the CONTRACTOR, wh¢ approval shall be subject to such conditions and prop isions as the B,PC,C may deem � ssarj. This paragraph shall be incorporated by reference into anf, a � e�nt or sub tract and any assignee or F subcontractor shall comply with all ' the pro } p of thi '��`tlgreement. Subject to the pro��isions of the immediately prec �g senfncey'�; party hereto binds itself, its successors, assigns, and 1e �j epresenta 110� 6 1"khe other`and to the successors, assigns, and legal representatives o�si `�Ixh"pr path t ''; 9.3 NO THIRD-PAR`"N BENS' iICIARIES! rtN UPS ��.ti lift ill,3 iti� 55 Nothing containedIhip sill creitte anyselationship, contractual or otherwise, with or any rights in ,gy of, any,, yq party. i 9.4 T1G INATI[ �t� Sr �;}F n- 9.4.11}e event that t"ei �r ONTRACTOR shall be found to be negligent in any aspect of U sett i'�!e,nthe COUNTY.; hall have the right to terminate this Agreement after five (5) days' � writte ��Vbification x <;te CONTRACTOR. 9.4.2 Either of the't,' ties hereto may cancel this Agreement without cause by giving the other 06 party slXty (60y'day s'written notice of its intention to do so. 9.4.3 Termination for Cause and Remedies: In the event of breach of any contract terms, the 2 COUNTY retains the right to terminate this Agreement. The COUNTY may also terminate this agreement for cause with the CONTRACTOR should the CONTRACTOR fail to perform the covenants herein contained at the time and in the manner herein provided. In the event of such termination, prior to termination, the COUNTY shall provide CONTRACTOR with five (5) calendar days' notice and provide the CONTRACTOR with 0 10 Packet iPg. 38`5 C.7.a ai,. oppc)rtupit� to crate the breach rhar has oc aimed. if the '.,;each iti 3a•..<I, the � A re(;-�k.,rt �xill be tcrininated for cause, if the COU:=,' Y this _g ecinciat v ith � the CONTR1CI'OR, the COUNTY shtafl pad- the CONTRACTOR OR the sum due the CONTRACTOR under this Agreement prior to termination, unless the cost of completion to the COUNTY exceeds the funds remaining in the contract. However, the COUNTY reserves the right to assert and seek an offset for damages caused by the breach. The � maximum amount due to the CONTRACTOR shall not in any event exceed the spending cap in this Agreement. In addition, the COUNTY reserves all rights available to recoup y monies paid under this Agreement, including the right to sue for breach of contract and W including the right to pursue a claim for violation of the COUNTY's False Claims y Ordinance, located at Section 2-721 et al. of the Monroe County Cade. 0 9.4.4 Termination for Convenience: The COUNTY may,;,terminate this Agreement for convenience, at any time, upon sixty. (60) days' written notice to the CONTRACTOR. If the COUNTY terminates this Agreement with the CONTRACTOR, the COUNTY shall paj.w y the CONTRACTOR the sum due the CONTRACTOR under this Agreement prior to as termination, unless the cost of completion to the.COUNTY exceeds the funds remaining in the contract. The maximum amount due to the CONTRACTOR shall not exceed the spending cap in this Agreement. In addition, the COUNTY reserves all rights available to recoup monies paid under this Agreement, including t .right to sue for breach of contract and including the right to pursue a claim for violation of. the COUNTY's False Claims Ordinance,located at Section 2-721 et otottihe,Monroe Co".Code. X 9.4.5 Scrutinized Companies: For Contracts of anti• atnourlt, if the COUNTY determines that the Contractor has submitted a false certification under Section 287.135(5), Florida Statutes, or CD has been placed on the'lStnitinized Companies that Boycott Israel List, or is engaged in a boycott of Israel, the COUNTY shall have'the option of(1) terminating the Agreement after it has given the. CONTRACTOR written '61 tice and an opportunity to demonstrate the agency's determin ation of fAk",cettifi64tion was in error pursuant to Section 287.135(5)(a), E Florida Statutes, or (2):maintaining the Agreement if the conditions of Section 287.135(4), 2 CD Florida Statutes,are met. o 9.4.6 For,"Contracts "cif $1,000 D00 or more, if the COUNTY determines that the Contractor/Consultant submitted a false certification under Section 287.135(5), Florida e- Statutes, or if the Contractor/Consultant has been placed on the Scrutinized Companies 0 with Activities in the Sudan List, the Scrutinized Companies with Activities in the Iran Perxoleuix3 Energy Sector List, or been engaged in business operations in Cuba or Syria, the COUNTY shall •have the option of (1) terminating the Agreement after it has given the Contractor/Cons'ultant written notice and an opportunity to demonstrate the agency's 06 determination of false certification was in error pursuant to Section 287.135(5)(a), Florida Statutes, or (2) maintaining the Agreement if the conditions of Section 287.135(4), Florida Statutes, are met. 0 1� Packet iPg. 386 C.7.a 9.5 CONTRACT DOCUMENTS This contract consists of the Sourcewell's Regtic t for Proposals =IRI-P: any- addenda, the Form of Agreement (Sourcewell Contract 090320 SDI), the CONTRACTOR'S response to the RFP, the documents referred to in the Form of ,Agreement (Sourcewell Contract 090320-SDI) as a part of this Agreement, Attachment A and modifications made after execution by written amendment. In the event of any conflict between any of the Contract documents, the one imposing the greater burden on the CONTRACTOR will control. y 9.6 PUBLIC ENTITIES CRIMES 9A person or affiliate who has been placed on the convicted vrzdor list following a conviction for public entity crime may not submit a bid on contracts to provide any goods or services to a public entity°, may not submit a bid on a-contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of y real property- to public entity, may not be awarded or[perform work as a contractor, supplier, subcontractor, or CONTRACTOR under a contract with any;public entity, and may not transact business with any public entity in excess of the t' reshold amount provided in Section 287.017, Florida Statutes, for CATEGORX �O for a period of thirty-six (36) months from the date of being placed on the convicted vendor list. By signing this Agreement, the CONTRACTOR represents that the execution of this Agreement will not violate the Public Fntity Criiri1 Act (Section 287.133, Florida Statutes). X Violation of this section shall result in'termination of this`Agreement and recovery of all monies paid hereto and may result iri debarment from the COUNTY's competitive procurement activities. In addition to the foregoing, the CONTRACTOR further represents that there has been no determination, based on an audit, Chat it gar any subcontractor has committed an act defined E by Section 287.131 Florid 'Statutes, as a "public entity crime" and that it has not been formally charged with committing an act defined as a "public entity crime" regardless of the amount of money involved or whether the CONTRACTOR has been placed on the convicted vendor list. CL The.CONTRACTOR will promptly notify the COUNTY if it or any subcontractor has' een formally charged with an act defined as a "public entity crime" or has been placed bo the convicted vendor list. 9.7 MAINTENANCE OF RECORDS 06 The CONTRACTOR shall maintain all books, records, and documents directly pertinent to performance under this Agreement in accordance with generally accepted accounting principles consistently applied. Records shall be retained for a period of five (5) years from the final payment or termination of this agreement. Each party to this Agreement or its 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 m and for five (5) years following the final payment or termination of this Agreement. 12 Packet iPg. 387 i C.7.a { 1-ec< rds of the parties to this Agreei��e��t relating to the Project, � which ,hall iri lude bw not be limited to accounting records (hard copy, as well as computer readable data if it can be made available; subcontract files (including proposals of successful and unsuccessful bidders, bid recaps, bidding instructions, bidders list, etc.); original estimates; estimating work sheets; correspondence; change order files (including documentation covering negotiated settlements); backcharge logs and supporting documentation; general ledger entries detailing cash and trade discounts earned, insurance y rebates and dividends; any other supporting evidence deemed necessat), by- the COUNTY or the Monroe f vaunt► Office of the Clerk of Court and Comptroller (hereinafter referred to as y "Counts' Clerk") to substantiate charges related to this Agreement,and all other agreements, sources of information and matters that may in the COUN,1 "s, or the County Clerk's reasonable judgment have any bearing on or pertain to any matters, rights, duties or m obligations under or covered by any contract document (all foregoing hereinafter referred to as "Records") shall be open to inspection and subject o audit and/or reproduction by the y COUNTY's representative and/or agents of the Counh' Clerk. The COI.!NTY or Count}- Clerk may also conduct verifications such as, bud mot limited 1to, counting employees at the � job site, witnessing the distribution of payroll, ;�ezf}ring pa}'roll computations, overhead computations, obsen-ing vendor and supplier pavinents, miscellaneous allocations, special charges, verify-ing information and amounts through rviews and written confirmations U. with employees, subcontractors, suppliers, and contractors representati�es. All records shall CD C be kept for ten (10) years after Final Completion. The 'County Clerk possesses the independent authority to conduct an audit of Records, assets,°and activities relating to this Project. If an auditor employed bythe' Of`N or the Clerk determines that monies paid to the CONTRACTOR pursuant to this Agreement were spent for purposes not authorized CD by this Agreement,. or were wrongfully retained by the CONTRACTOR, the 0. CONTRACTOR shall'repay the monies together with interest calculated pursuant to Section 55.03, Florida St At es, running from the date the monies were paid by the COUNTY. The � righl to audil provision survives tl e' ; : „anon or expiration of this �lgreemenr. E CD 9.8 GOVERNING LAW, . NUE, INTERPRETATION, COSTS,AND FEES 0 This Agreement shall be govIerned by and construed in accordance with the laws of the State CL of Florida applicable to contracts made and to be performed entirely in the State. In the event that any cause of action or administrative proceeding is instituted for the enforcement or interpretation of this Agreement, the COUNTY and the CONTRACTOR agree that r_ venue shall he in the 16' Judicial Circuit, Monroe County, Florida, in the appropriate court _ or before the apr"opriate administrative body. This agreement shall not be subject to arbitration. Mediation proceedings initiated and conducted pursuant to this Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual and customary procedures required by the circuit court of Monroe County. 9.9 SEVERABILITY If any term, covenant, condition or provision of this Agreement (or the application thereof to any circumstance or person) shall be declared invalid or unenforceable to any extent by a court of competent jurisdiction, the remaining terms, covenants, conditions and provisions 0 13 Packet;Pg. 388 C.7.a f;Ond l:,ioi i. car, fullest extent permitted by lass unless the c-iforcernent of the rcmaining t,,,r ns, covengnt,', conditions and provisions of this Agreement would prevent the accomplishment of the original intent of this Agreement. The COUNTY and CONTRACTOR agree to reform the Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. 9.10 ATTORNEY'S FEES AND COSTS W The COUNTY and the CONTRACTOR agree that, in the eve'iit'any cause of action or administrative proceeding is initiated or defended by any part}° lativ, to the enforcement or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, court costs, investigative, and out-of-pocket expenses, as an award against the non-prevailing party, and shall include attorneys fees;court costs, investigative, and out- y of-pocket expenses in appellate proceedings. 9.11 BINDING EFFECT The terms, covenants, conditions, and provisions of this ?Agreement shall bind and inure to the benefit of the COUNTY arld the CONTRACTOR and their respective legal representatives, successors, and assigns: X 9.12 AUTHORITY Each party represents, 'and Tvarrants to the other that the execution, delivery, and performance of this Agreement have been duly authorized by all necessary County and corporate action, as required bylaw, 9.13 CLAIMS FOR FE OR STATE AID 2 The CONTRACTOR and the COUNTY agree that each shall be, and is, empowered to apply'for, seek, and obtain federal and state funds to further the purpose of this Agreement; rovided that all a Ucations requests, rant proposals, and funding solicitations shall be a' p pP � q , g � p p g � app axed by each party'prior to submission. Any conditions imposed as a result of funding that effect the Project swill be provided to each party. 9.14 ADJUDIC TI . OF DISPUTES OR DISAGREEMENTS 06 The COUNTY and the CONTRACTOR agree that all disputes and disagreements shall be attempted to be resolved by meet and confer sessions between representatives of each of the parties. If the issue or issues are still not resolved to the satisfaction of the parties, then any party shall have the right to seek such relief or remedy as may be provided by this Agreement or by Florida law. This provision does not negate or waive the provisions of Paragraph 9.4 concerning termination or cancellation. 0 14 Packet iPg. 389 C.7.a 9.15 COOPERATION In the event any= administrative or legal proceeding is instituted against either party relating to the formation, execution, performance, or breach of this Agreement, the COUNTY and the CONTRACTOR agree to participate, to the extent required by the other party, in all proceedings, hearings, processes, meetings, and other activities related to the substance of y this Agreement or provision of the services under this Agreement. The COUNTS.' and the CONTRACTOR specifically agree that no party to this Agreement s all'be required to enter y into any arbitration proceedings related to this Agreement. 0 9.16 NONDISCRIMINATION/EQUAL EMPLOYMENT . P PO ktUNITY 2 The parties agree that there will be no discrimination,against any person and lit is expressly understood that, upon a determination by a court of competent jurisdiction that discrimination has occurred, this Agreement automatically terminates without any further action on the part of any party, effective the date of the oust order. The parties agree to comply with all Federal and Florida statutes, and A local,ordinances, as applicable, relating = to nondiscrimination. These include but are not limited to: 1) Title VII of the Civil Rights Act of 1964 (PL 88-352), which prohibits discrimination m=employment on the basis of race, color, religion, sex, and national origin;,2),Tide,IX of the Education Amendment of 1972, as amended (20 'SC §g 1681-1683, and 1685A686) xvhich prohibits discrimination on the � basis of sex; 3) Section 504 of the Rehabilitatiot')`°Act ©f 1973, as amended (20 USC S 794), which prohibits discrimination,on the basis of,handicaps; 4) The Age Discrimination Act of 1975, as amended (42 :USC 101--6107)', which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Trea ent Act of 1972 (PL 92-255), as amended, relating to nondiscrimination<6 the basis of drug abuse; G) The Comprehensive Alcohol Abuse and Alcoholism Pre�entir�n, Ttea, ,ent and Rehabilitation Act of 1970 (PL 91-616), as amended, relating t4 no ndiscrimination`on the basis of alcohol abuse or alcoholism; 7) 2 The Public Health Sere ce Act of 1912, §§ 523 and 52 a' (42 ("SC §S 690dd-3 and 290ee-3), as � amended,"relating to confidentiality of alcohol and drug abuse patient records; 8) Tide VIII of the CIV Rights Act of .19G8 (42 USC 3601 et seq.), as amended, relating to nc�ndiscrunination ii3 xhe sale, rental or financing of housing; 9) The Americans with CL Disabilities Act of 1990 (42 USC §§ 12101), as amended from time to time, relating to nondiscrimination in employment on the basis of disability; 10) 11lonroe County Code Chapter 14, Article I1, which prohibits discrimination on the basis of race, color, sex, _ religion, national origin, ancestry, sexual orientation, gender identity or expression, familial status or age; and 11) any other nondiscrimination provisions in any federal or state statutes which may apply to the patties to, or the subject matter of, this Agreement. 0 9.17 COVENANT OF NO INTEREST The CONTRACTOR and the COI. NTY covenant that neither presently has any interest, and shall not acquire any interest, which would conflict in any manner or degree with its performance under this Agreement, and that only interest of each is to perform and receive m benefits as recited in this Agreement. 0 15 Packet;Pg. 390 C.7.a 9. 8 CODE OF ETHICS The COUN'I'Y agrees that officers and cmpioy`ees of -.he t`OUNTY recognize and will be required to comply with the standards of conduct for public officers and employees as delineated in Section 112.313, Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts; doing business with one's agency; unauthorized compensation; misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information. 9.19 NO SOLICITATION/PAYMENT y The CONTRACTOR and the COUNTY warrant that, in respect 'to itself, it has neither employed nor retained any company or person, other than, a bona fide,employee working 2 solely for it, to solicit or secure this Agreement and that it has not paid ox agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working y solely for it, any fee, commission, percentage,gift, of either consideration contingent upon or o� resulting from the award or making of this Agreement. Fat the breach or violation of the provision, the CONTRACTOR agrees that the C VNTY shall have the right to terminate this Agreement without liability and, at its discretion, to offset from monies owed, of : otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration. c� 9.20 EMPLOYMENT OR RETENTION OF ° ER COUNTY OFFICERS OR x EMPLOYEES The CONTRACTOR cvarrarits that it has of employed, retained or otherwise had act on its behalf an%- former County' offII-t or employee subject to the prohibition of Section 2 of Monroe County Ordinance No.•010-1990 or'any County officer or employee in violation of Section 3 of Monroe County 'C?r "'aia e No. 020,1990. For breach or violation of this E provision, the COUN7'IA"ma}, in its discretion, terminate this contract without liability and 2 CD may also, in its discreti6n,.deduct from the contract or purchase price, or otherwise recover the amount o any fee, commission, percentage,gift, or consideration paid to the former County officer or e ployee. CL 9.21 P- LIC ACCESS. Public e"cords ,C11 itipliance. The CONTRACTOR must comply with Florida public records laivs,�in66ding but not limited to Chapter 119, Florida Statutes and Section 24 of "Article I of the Constitution of Florida. The COUNTY and the CONTRACTOR shall allow and permit reasonable access to, and inspection of, all documents, records, papers, letters or other "public record" materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the COUNTY and 2 CONTRACTOR in conjunction with this contract and related to contract performance. The COUNTY shall have the right to unilaterally cancel this contract upon violation of this provision by the CONTRACTOR. Failure of the CONTRACTOR to abide by the terms of this provision shall be deemed a material breach of this contract and the COUNTY may 03 enforce the terms of this provision in the form of a court proceeding and shall, as a 16 Packet;Pg. 391 C.7.a Prevailing mty' lrc entitled to rein-iburscment of:all :attorneys feces ,and costs :associ red %%ith that procced n . This Provision shall smvivc: im- terra-linition or expiration of tlac contract. The CONTRr1 {TOR is encouraged to consult with its ads°isors about Florida Public Records Law in order to comply with this provision. Pursuant to F.S. 119.0701 and the terms and conditions of this contract, the CONTRACTOR is required to: (1) Keep and maintain public records that would be required by the COL.'N"IFY to y perform the service. (2) Upon receipt from the COCNTY'S custodian of records,provide the COL NTY y with a cope of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost pro"y1ded in this chapter or as otherwise provided by law. � (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the y duration of the contract term and following completion of the c'nttact if the CONTRACTOR does not transfer the records to the COL; IN. (4) t"pon completion of the contract, transfer, at no cost, to the COUNTY all public records in possession of the CONTRACTOR or keep and maintain public records that would be required by the COUNTY to perform the service. If the CONTRACTOR transfers all public records to the COUNTY upon completion of the contract, the CONTRACTOR shall destroy any duplicate public records that are exempt or confidential re require ' ents. If the CONTRACTOR keeps and < and exempt from public records disclosu maintains public records upon completion of i1ie contk4`the CONTRACTOR shall meet all applicable requirements;for retaining ptiblic-records. All records stored electronically must CD be provided to the CQUt1TYy upon request from the COUNTY'S custodian of records, in a format that is compaAle with the informatiozl,technology systems of the COUNTY. (5) A request to inspect�pr copy pubL'c,records relating to a COUNTY contract must be made directly, ,the COUN' , but>>if the COUNTY does not possess the requested E records, the COUNTY-s)ia11 immediately'notify the CONTRACTOR of the request, and the 2 CD CONTRACTOR must. provide the records to the COUNTY or allow the records to be CC inspe "ted or copied within reasonable time. If 'the CONTRACTOR does not comCL ply with the COUNTY'S request for records, the COUNTY shall enforce the public records contract provisions in accordance with the contract, notwithstanding the COUNTY'S option and right to unilaterally cancel this r- contract upon violation of this provision by the CONTRACTOR. A CONTRACTOR who _ fails to pr6yide the public records to the COUNTY or pursuant to a valid public records request within A reasonable time may be subject to penalties under Section 119.10, Florida 06 Statutes. CD u The CONTRACTOR shall not transfer custody, release, alter, destroy or otherwise dispose of any public records unless or otherwise provided in this provision or as otherwise provided by law. u 7 Packet;Pg. 392 C.7.a OF -----.......u..-u....u...u...........u...----u...�.................��..��a........,.------....................... ...................... CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, BRIAN BRADLEY AT PHONE#. 305-292- 3470 BRADLEY-BRIAN(RMONROECOUNTY-FL.GOV, MONROE y COUNTY ATTORNEY'S OFFICE 1111 12TH Street,SUITE 408, KEY WEST, FL 33040. 0 9.22 NON-WAIVER OF IMMUNITY Notwithstanding the provisions of Section 768.28, Florida Statutes, the participation of the CONTRACTOR and the COUNTY in this Agreement and the acquisition of any commercial liability insurance coverage, self-insurance coveragep or local government liability � insurance pool coverage shall not be deemed a waiver of i unity to the extent of liability coverage, nor shall any contract entered into by'the CC3L`,1„hiTY be required to contain any provision for waiver. 9.23 PRIVILEGES AND IMMUNITIES X All of the privileges and immunities froth liability, xeniptions from laws, ordinances, and rules and pensions and relief, disabihtyp"Ay orlters' compensation, and other benefits which apply to the actiwitN, of 4fif is,,agents, or 6, ployees of an), public agents or employees of the COUNTY, when performing their respective functions under this :Agreement within the � territorial limits. , .the COUNTY shall apply to the same degree and extent to the performance of such functions and duties of such officers, agents, volunteers, or employees 03 outside the territorial limits cif the COUNTY. Q 2 9.24 LEPAL ATIO AND RESPONSIBILITIES Non-Delegation of Constitutional or Statutory Duties. This Agreement is not intended to, CL nor shall it be construed as, relieving any participating entity from any obligation or responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by any participating entity, in which case the performance may be offered it •satisfaction of the obligation or responsibility°. Further, this Agreement is not intended to, nor,shall it be construed as, authorizing the delegation of the constitutional or 06 statutory duties of the COUNTY, except to the extent permitted by the Florida Constitution, state statute, and case law. 9.25 NON-RELIANCE BY NON-PARTIES No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to enforce or attempt to enforce any third-part- claim or entitlement to or benefit of any service or program contemplated hereunder, and the CONTRACTOR and 18 Packet iPg. 393 C.7.a the COUNTY :grce that nctl,c� �,�� '. .._ . . . A . 1, . officer, or cmplo.�.ee of either shall :he indicate that any particular individual or group of individuals, cntin- or entitie.�, li.-ive entitlements or benefits under this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes contemplated in this Agreement. c� 9.26 ATTESTATIONS AND TRUTH IN NEGOTIATION The CONTRACTOR agrees to execute such documents as the COUNTY may reasonable- W requite, including a Public Entitj- Crime Statement, an Ethics Statement, and a Drug-Free Workplace Statement. Signature of this Agreement by the CONT,, CTOR shall act as the execution of a truth in negotiation certificate stating that wage rates ,and other factual unit costs supporting the compensation pursuant to the Agreetent are accurate, complete, and 2 current at the time of contracting. The original contract,fee and any additions thereto shall be adjusted to exclude any significant sums by which'the agency determines the contract y price was increased due to inaccurate, incomplete, or concurrent wage rates and other factual w unit costs. All such adjustments must be maol-within one year following the end of the Agreement. 9.27 NO PERSONAL LIABILITY o No covenant or agreement contained hereiii''shall be deemed to be a covenant or agreement of any member, officer, agent or ern loyee UlNlonroe County in his or her individual X capacity, and no member, officer, agent of .employee 'Monroe County shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the executianaf this:Agreement., ' 0. 9.28 EXECUTION IN COUN ' RPARTS This Agreement mad, be executed in any'number of counterparts, each of which shall be regarded as :an origin all all of which taken together shall constitute one and the same instrument aztd by of the parties hereto may execute this Agreement bysigning any such counterpart. 0 CL 9.29 &VERIFY SYSTE Beginning. January l', 2021, in accordance with Section 448.095, Florida Statutes, the CONTRXC,TOR and any subcontractor shall register with and shall utilize the U.S. Department of 'Homeland Security's E-Verify system to verify the work authorization status 06 of all new employees hired by the CONTRACTOR during the term of the Contract and shall expressly require any subcontractors performing work or providing services pursuant to the Contract to likewise utilize the 1".S. Department of Homeland Security's E-Verify system to verify the work authorization status of all new employees hired by the subcontractor during the Contract term. Any subcontractor shall provide an affidavit stating that the subcontractor does not employ, contract with, or subcontract with an unauthorized alien. The CONTRACTOR shall comply with and be subject to the provisions of Section 448.095, Florida Statutes. 0 19 Packet iPg. 394 C.7.a 9.30 UNCONTROLLABLE CIRCUMSTANCE ,km delaar or failure of either Party to perform its obligatioats under this .kgrecment mill be excused to the C'MIat that the dcla°,; or failure was caused dircctla• 1w an e`ent bea and Such ¢' Parn's cotbtrnl, Without such Parr`s faalt or ncgli§_once and that br its nature could not hay c _ been foreseen by such Part\ or, if it could have been foreseen, Was unavoidable: (a) acts of Ciod; (b) flood, tire, earthquake, explosion, tropical storm, hurricane or other declared e neregcnc® in the geographic area of the Project; (c) tear, ins anion, hostilities a`%\hethcr ,war is declared or not), terrorist threats or acts, not, or other 661 unrest in the geographic area of y the Pro ect; d government order or lau• in thegeographic area of the Pro eet; c actions 1 ( ) 1 ( ) � , embargocs, or blockades in effect on or after the date of this Agreement; (f) action ba- am � governmental authorio- prohibiting work in the geographic area cif the Project; (each, an � "Uncontrollable Circumstance"11. The CONLR.ICTOlt'S fib;ai�6a ,inabilio to perform, o changes in cost or .wallabilMt of materials, components, or,� z�iccs��naarket conditions, or � Supplier actions or contract disputes will not excuse performance ba the C:ONTR_1C`1'OR under this Section. The C:0\1 R.1C:1'OI� shall give the C:O[jN'tY written, notice �N itiiin 7 days of an% event or circumstance that is reasonably' likch- to result in air`[i'at c�ntrc>llablc y Circumstance, and the anticipated duration of sui 1 Uncontrollable C;ircusitStsance. The CONJ'R.VC 1'01t shall use all diligent efforts ,i6 end the`[.l'iicontrollable Circumstance, � ensure that the effects of an► tncontrollable C'ir+c imstanct are minimized and resume full a, performance under this .Agreemcnt. The CC)1`N'1 wilvh6t pay additional cost as a result of ' an [.incontrollable Circuanstancc. The CON"1'R:\(:'t'C�R,�na� only- seek a no cost extension m for such reasonable time as the CO['N1"Y'S Representativ'�rmm- determine. CD IN WITNESS WHEREOF, each party has ca�d this Agieemlent to "e executed by its duly authorized representative on the day and year first above written. a (SEAL) COUNTY COMMISSIONERS Attest: Kevin Madok, Clerk N C N , L IDA By: By: As De'Puty Clerk Mayor/Chairman CL (Seal) CONTRACTOR Attest: 06 BY: By: Title: Tide: END OF AGREEMENT o za Packet iPg. 395 C.7.a c) v, c� ATTA° IINI, NT CL Packet;Pg. 396 C.7.a Solutions PREPARED FOR Monroe County Cary Knighty Director of Project Management y 1100 Simonton St Key West, FL 33040 PREPARED BY Dude Solutions U- 11000 Regency Parkway, Suite NC 1 Cary, x PUBLISHED ON October 08, 2021 CL 06 dudesolutions.com 11000 Regency Pkwy#400 { Cary,NC:27518 Packet iPg. 397 i C.7.a D Solutions 3 e ,tj,c BY..-.rr 1S ii,n f . . Syk . ,3[i. g.�rv;`..3. has.ff source ell-m . v/coo r tfv - rc si /0 - -contract- ocumen�s ha �' sorceeliq msv � r�tlU ,�urc �s�rr "000-sd' tah- coat ct-doc ants). � Contract#f09032 -Sill Expiration date;. 11 t2r2024 � -2207 0 Pricing is based on... 0 Term.57 months(011 1 r2 r ! 1 Mill III' seat Essentials Core i�u 2,329. 5 8,765.17 USD 7,91 .7 5 Capital re ictor n er ris (1,662.93 1 6,2 5.77 USDa Work Planner 3,56 .29 USD (748.29 11 D) 2,815.00 1 2 Subscription Year The Su sari tirarm invoice for Year 1 will e€s ued upon acceptance of the Order Form. CL *3 months irl laded at no char the first subscription invoice. � lim MME=ll I 06 Facility Condition Assessment for 97,329.42 (2,919.88 803048.0 Square Feet DS 94,406.32 1 � Data Migration As Is 0.00 S 0.00 USD limp eIPII`�ileirt,tta llon & le-ci 156,216 80 USD � dudesollutions.com 11000 e enoy Pkwy#400 B Cary,NC 2751 Packet iPg. 398 C.7.a It t Solutions PM Schedule Creation for 1r1 ( 9 .1 803048.0 Square Feet USD ) 12,776.49 USD 13,1 , 39 .10 1 ,77 S Equipment arcoe Tagging { USD US ID) y Asset Essentials Core Consulting 1 , 50.00 (647.50 USD 5 ) 12,302.50 US ID Asset Essentials Standard 0 Implementation 1,700.00 US (85.00 L3 ) 1,615.00 USD Capital Predictor Enterprise 1 ,$40.00 implementation US 16, 40.00 USD Custom Professional Services 5,500.00 USD 5,500.00 USD University Tuition $g5,OC1 USD 895.00 USD Dude University Promotion 4 5,00 u D - 95.00 USD x 1,IS 1EL80 USD OW 't -Custom Professie� l r�ri� '➢a��i e.'An additions! n-Site day to tra'n the client's staff how to collect FCA 2 data for their future newt buildings'ch, t will not be ready at the time of the assessment as well as an additional a day at the 6,hd cif the th:p,1 a provid 64cornprehensive out-brief style presentation to their Senior Leadership Team 0 CL 06 dudesolutions.com 11000 Regency Pkwy#400 iCaryo NC 27518 Packet iPg. 399 C.7.a Solutions 17 Remaining Subscription Invoices „r-- ,1.. ,.3\�\. f,. s t� 3 „stsl,y: (B ,i r„,- ,l s� ,vats F i ,,, II �r , ,.I r ,4%:. t t,..l c f r'��4,•t ,..,r, �. t,� „f.,:.:5 fl, a; ) {„ � ,,, tk,� S, .— _S ,\ „ 1 C .h, , \ ,,,,,,r .> �.,..._„ ,l\, „ \\ )llsa)k,„ tls t,,.. ,is,. y 4;�:\ H .,. �4l�J � ri (,S, �ls,�t il{ ��)(,71�\\4 i 'S{Sr.. 141 tt.; � t,,.s,` ,tit,- .1 � >-F <a,it 4?, 4 sr",t ��ssh`��,l# ;....�iS 1t�l�4Slsc,\,4�� , r yq;,,. �,S �{{S_. � }�s� { £��t} �� 't�._ 1 i' i yty 1 sr utk,,, �� a 4 `lll�r,, „a,�n is r„v>\. !t ,,t� Asset Essentials 1011/2022 24 664,49 USIA ( s1790 4 USD) 19,484.95 IJS[ Core Plus Capital Predictor 10/1/2022 17,603.25 U (3, 9 ,6 9 SD) 13,90 .57 US Enterprise 10/1/2022 7,9 1,20 US 6`3 irk Planner .45 USD) 6, 57.75 USD Total. " a 7 USD TAsset Essentials Essentials 10/1/2023 25,6 7.72 115� (5,43 ,52 USD) 20,459.20 USD "- Core Plus Capital Predictor 1 /1/2023 1 ,4 .42 U ..� :,q3'881,52 lJ5 ) 1 p 01. 0 lJ x Enterprise irk Planner 10/11 � "' 8317.2 1J' (1,74 .63 ) 6,570.64 5 � 41,631.73 CD pi'i' i"A �a,� wi'i-wirii w, i,sii:i': Asset Essentials 10/1/ 4 27,192.61 USE) (5,710.45 USD) Core Plus' 21,42.16 USD a� 0 CapitalCL Pre ! t .r 10f7/ 024 1 ,407. S (4,075.5 USD) 15,3 1.99 USD rnterori Work Plar�r�er 1 /1/2 4 ,733,13 USD (1, 6 ) 6,899.17 Total, 43,713.32 USD F Asset Essentials 10/1/2025 28,552.24 S (5,995.97 USD) 22,556.27 US Core Plus Capital r i car 1 /1/2 2 20,377.9 5 (4, 79. 7 U ) ,5 USD Enterprise E Total; 45,898.99 USD duclesolutions.com 11000 Regency Pkwy#400 fCary.NC 2751 ,r Packet;Pg.400 C.7.a Dude* " So I U t irkPlanner 1 /1/2025 9,1 9 .7 �S (1,925,65 5 1 3 USD Totak 45,898.99 USD v7 0 0 N tt7 x U 0 CL 06 U U dudesolutions.com 11000 Regency Pkwy#400 / Cary.NC 27518 Packet iPg.40'1 C.7.a ff7 Solutions ff7 de- CL 06 dudesolut ns.com 11000 Regency Pkwy#400 f Cary. C 2751 Packet;Pg.402 C.7.a .�Vo So ions � Asset Essentials ® Standard Implementation ff7 Purpose Dude Solutions°(DSI)asset Essentials with Standard Implementation service is deli 'ned to provide our clients y with guidance by experienced subject matter experts to ensure an effective and efficlent implementation and a faster ROL With over 12,000 clients successfully using our software,we understand Whit it takes to successfully � implement your solution and look forward to working with you through our Standard lrnple entation service. Value y partnering with Dude Solutions and taking advantage of our Standard Implementation service,you are provided expert guidance in the best practice configuration and to a e of asset Essentials. By following our focused project plan,you will experience fast time to value and will s e oue AE account configured and ready — to use within 30 days,plus an additional 30 days of go-live support frcrrn your Implementation Specialist. Our Train-the-Trainer approach streamlines the implementation process and empowers the Client Project Lead to fully own and operationallze Asset Essentials qui ki withirq their organization: Deliverables X Project Kickoff call Access to Basecamp project c llabor on tool 0-day irnpiernentation support • Optional template-bayed data imports for available" bcation,Asset,and User data during the project period • 1-on-1 configuration g 0da,rice by"d dicated'Impldtrier7tation Specialist • 30-day go-live support e( Train-the-train 'r d t practices rid content to onboard your team � • Unlimited access to He Site and Virtual Classroom Trainings CL et l and Approacha, With over 12 0' 0,clients successftaEGy using our software,we understand the importance of moving quickly to be able to configure, new syste and drive adoption within your organization to facilitate a smooth transition from your current sy$tom to Asset Essentials, Your Standard Implementation service will begin with a Kickoff Call wit one'df our Project Coordinators, From there,a dedicated Implementation Specialist will 06 guide and assist you through the implementation project.The first 30 days are focused on account configuration and training while the finial 30 days are dedicated towards go-live support to ensure account enablernent. By following this plan you'll be empowered to effectively streamline your operations using Asset Essentials, Below is a sample Standard implementation service delivery; Sample Standard Implementation Service Your dedicated implementation team will be here to assist you during the duration starting during � the Kickoff call. dudesollutions.corn 11000 Regency Pkvvy#400 f Cary,NC 2751 Packet iPg.403 C.7.a (j „S,�s! tl .4ft,",�i ssi ijt ilSis RS tys {(,� Ist ttSss '`yt,S,,+ I{ti;,,i,Sys If t "`fr 21c>?{ sri ,st{5 11f\f>i,"It;4111� s>),?ll$+l%i t4r+tS\1i1/,,,1;',t1 Sif iylizl„,>}I r,z tS1,+(k1?.tf'"+1 F} S1,v,i'ri�y,;{ tr, ?s l.Sr S,ly )„'t. �., t,.,, : r �r„ rtt,s. (, tr .> tr{, tr�, tr 1.> r�, tr�.> tr{r„: t+➢„ �} tr tr 1,.>.tr{, tr 1,.>„}, ,r1, ,}t;/rt t +"r r;,t, trj , tr�.> rf{, trl,7,r,:�4£j S �rr r }�, Kickoff Call with Project Coordinator,Agenda; g Introductions®Project Roles and Responsibilities • Overview of Implementation Process and fools y Project Discuss Current Processes and Goals i€ Review asecamp and Resources • Review Account Setup Spreadsheet � • Determine Timeline and Text Steps 0 Attend Fun arrientals vlydgal classroorn,,(r6ining or review equivalent help content • Understand basis navigation 6nd,conifiguration requirements • watch First Steps video • Compile location,"were work category,:end asset data in templates • Initial Data Revt� w Call kh implementatibh Specialist 9 X • Login to Asset" sentials 'e din .light data load • Become farrtlliae with is functionality of the system r ' dri tyre locations e users, work categories,assets 71 Conrik with trnplerhentation Specialist on account configuration � pro ress Account Setup Configuration if integrating AE with GIS Rest URLs/WebMap ID `® Set Initial Map Extent • Cdnf ure Map Service and/or Geocode Service • trnfl ur IS data loads properly on Map-To test,turn on - tS layers in CL the reap view to confirm the data displays correctly � Confirm GIS data loads properly can the Mobile App reap • Sync ONE LAYERat minimum to test for any potential issues. � • On Map-make sure you can identify an asset and create a WO against it. ® n App-- make sure you can"Create WO"and associate to a GI -synced 06 Asset, U dudesolutions.com 11000 Regency { Cary,NC 2751 Packet iPg.404 C.7.a Solutions Attend Work Order Management virtual classroom training or review � equivalent help content Attend Mobile App virtual classroom training or review equivalent help content y Account Setup and Continue account configuration of work sate oriesp, tiorities,cork types. � Configuration approval roasting, email notifications y p Connect with implementation Specialist on aCcou t configuration and work order management progress � • Download Mobile A p and review Help DocumentatI90 Review mobile functionality with lu alerne tation Specie@ist Z 1 , ?> J,� �f Il��, (�.��t> s 1k .� \��, tt, .�5��,,•f•„�y111t !). �.k t �� 1 ,? � , („��1,, ( _l � ��:: , ) �:s� }, ��t�,,�,.5, t t t5 �2�� t { �... �jj ��• _2,r i ,,t.�..t ��J,� .r. __1t 1. t �hn�U,—Ir�:R ?ifla.=�S.r.aa �� A .��r��l ..�.s�> ...«�>��\�.a )}s..,r '•r, #22�#2„'!n, :� �G. �,J,as,}}i3�'�, ��:`ts�� l ,a.au�,..��,rs��liu �3a}11aU�1III?IIJ� S&�' • Attend Preventive aintenanc�,vi ual classroom training or review equivalent help content u- ount Setup and Begin setting g 1PWSche ules Configuration Create and c"QM plet6 ie5t:PMwork orders X • Connect with lr) lementatiO,h, edali t on account configuration progress P rfdrrn use case testing to erasure solution readiness � Submit test requests to confirms routing and approval process • ',Co nfrm email notifications are sent and received as expected � Use Case T04tilrig and s r a F-lav tives from various user roles login to confirm they can friii execitjcb functions.as expectedCL Erasure desktop and mobile functionality and views are as expected End users access and review online help documentation Confirm,users can access AE and perform expected job functions 06 f,e p tl r 1 a t r k• [r. w n ,,,,�. <CP ,��a111 , ,atria,. Confirm goals defined during Kickoff call have been met ImplementationComplete Confirm product readiness and Project s e Introduce ongoing DSI resources ® Close project Excluded from Standard Implementation ddoiuin ,crt 11000 Regency Pkwy#400 ! Cary, 71 Packet iPg.405 C.7.a Fm al . i, r ... xi ons For the avoidance of doubt, the following services are not included: ® Evaluation of your current practices, policies acid procedures for the purposes of performance � improvements. " • Troubleshootmg any issues related to your IT infrastructure or mobile devices � Migration of data from other systems or locations y • Export of data to any other systems or third parties � ® Role-based end-user trainins y Completion Criteria The steps(To Do's)in the Basecarnp project plan represent the individual a6vities that c66%itute Standard Implementation for Asset Essentials. Upon completion of the required,TODo's,the Standard➢roplementation Service will e deemed delivered and the project will e closed.Sorri Td Do' may riot e applicable,to the y Client's needs and may be waived from the project upon areerent between the Client and €cralernentation Specialist.Some To Do's(data importing,for examples are corasi r`ad option t grad may or'may not be completed depending on the availability of data to be imported."orriplptioln of optional ToDo's is not required to complete delivery of Standard implementation and close the project. Client Assumptions " The success of this project is dependent on the attendance rid fua'lli on ga gement' f the key stakeholders, «u The client will schedule tune for the appropriate resources to bd available to the Implementation Specialist for all scheduled and/or rewired activity, , • Should the need to reschedld anyerierrients prase,the client will be responsible for reaching out to their,implementation s, ec allst within",the 60-day project duration window and will be subject to the implementation sp4dMist's avaltablli . m arily responsible four, ro ll In access and training ore set Essentials to end- • The client shall be pri � users. The client ija; rovi e data to be imported in a timely manner and in the template format provided via 4 e�a"mp so th ,irnplerraent Lion Specialist has an opportunity to import the data during the -day W pro"f period. CL . If=there is no existing data,,,ttiie Implementation Specialist will guide the client to focus first on key ru equipment and their associated Phis to be manually entered into Asset Essentials by the Client. � Client will have access tca IS systern. ArcGIS online Viewer licenses may be required. � m Client will have access 6 er onn l on their,side to make changes to GIS. • GIS layers shd 'i've unique names and Global lDs for Asset-syncing to be successful, ® Client IT depart.m nt is responsible for ensuring access to mobile devices, Internet connections, email 06 access avid web link access to the application(s) Project Assumptions I has made the following general assumptions in this SOW to derive the estimated cast for this project. It is the responsibility of Client to validate these assumptions and responsibilities before signing the Acceptance. Deviations from these assumptions may Impact SI's ability to successfully complete the project. DSI is not responsible for delays caused by missed scheduled engagements and low en a ernent preventing client frorn m being able to successfully implement, cludesolutions.com 11000 Regency 4 / Cary,NC 2751 Packet;Pg.406 C.7.a ` ftd Solutions � Standard Implementation is deli next and =vta .yr nri to be completed within rid days o' the project kickoff call. In the event additional time is regrrired, there is a rn echanism to PLU-chase a Project Extension, Implementation Specialist will need to be notified that an extension is needed at least 10 � days in advance. Without an extension,the implementation project will be closed after 60 days and the implementation y Specialist redirected, but the client will retain fall access to Asset Essentials along with DSI V Ts, UMS, online Help Documentation,and our Legendary Support Team y Mi is not responsible for delays caused by missing data or other configuration'information that is required to be available prior to the Standard Implementation service.�laviri the requested data and configuration information available prior to implementation may rninieni e dela s�!so progress can be 2 made quickly. Project extensions will be considered for extenuating circurnstai6c s and will follow the cbange control process,which requires rnana ernern approval. Change Controls Parties may agree to modify the Services through a written change order Specifically referencing this applicable Statement of Work.Such change order will become part of the applicable tat rnent of Work when executed by both Parties, and the services described therein will,become part of the S ' 6ces, You may request that DSI add services not in the SO ifitatidras b ubmittin a Written proposed change order to DSL DS1 shall negotiate in good faith regarding charade or de rice a y"d shall not require rates higher than those set forth in the Investment page.Such change order WO 8ecorne part of the applicable Statement of Work when executed by both Parties,and the services g cribed therein will become part of the Services. Asset Essen` i Is, [;IS, and PM Schedules m ation Consulting Package tement of Work CL Purpose Dude Solutions'(DPI)Asset Essentials is designed to provide our clients with focused guidance by experienced consultants to ensure h effective and efficient implementation and a faster ROI.This includes-meeting with key stakeholders to ensure the set-up and configuration of the system will meet the client's current and facture 06 needs; location and category hierarchies are configured appropriately;workflows meet the needs of the business; available data is cleaned,aligned and imported;and end risers are trained and ready forgo-live. Value By partnering with Crude Solutions,you are provided expert guidance in the best practice configuration and usage of Asset Essentials,The fallowing are ways in which this value is realized: Faster time to value: clients who leverage our focused consulting services see Implementation time frames that are up to four times faster than clients who do not utilize our services. dudesolutions.com 11000 Regency Pkwy#400 f Cary,NC 27515 Packeti Pg.407 i C.7.a t th.1 vti`if solay.,aoreJ a v ".-- 4 Cxpem data rn,,w .illy e . :A.we EfmS k Mth client data every day and provide guidance on creating god cl,a(a fc; rep tine t. In p rur,.,e r i p,we will help clean up and import data for you, illowing you moi e time to focus on your daily operations, and not the one-time activities necessary to get your account, 9 configured effectively. Dedicated professional services:the partnership between you and your consultant will align Asset y Essentials best practices,configuration and workflows to best meet your business needs.Our team will bring their thousands of hours of expertise to the table, helping ensure a srrso th transition to your new y CMMS system. y 0 Deliverables • Project kick-off call with a DSI Project Coordinator • Determine specific maintenance related goals and objectives t . rive the most effective asset Essentials y configuration to meet the client's current and future needs„ • Determine and set-up appropriate workflows and drop-ldl6 n lists • Review, cleanse and Import available user, location, asset;and scheduled PM data • Establish integration with client GIS system, configure up 6'16,choht GIS layer syncs • Assets, PMs and Corrective Work Order Processes • Training for Acirnins, Leads and Full Users • Go-Live Support for additional assistance during rdflYout • Unlimited access to Help Site,virtual Classroom Trainlrr P hd Best Practice webfnars-during and after X implementation Methodology and Approach Elude Solutions or a qualified,Service Provider(DSI Service=Provider)will interview your key maintenance stakeholders to d terming account corrfi ul,6fions and settings.With over 12,000 clients successfully using our � software,we understand th`e ieraportara p f urr dr tared!_, your goals,objectives,and current workflows,as well as the importance of gein td knout your users,Your professional services implementation will begin with an Orientation Call width a dedicated Project Coordinator. Additional resources will help prepare you for your consulting time through'ackiess to a project collaboration tool( asecarnp)where a tears of implementation � specialists w€ll help answer questions and rr vide access and recommendations for Virtual Classroom Training CL sessions.Once your data has bdri;,collected you will be ready to work with your assigned consultant to understand your workflow, cleand;and import your data,configure your account and offer user-role based software training sessions. Bel r are topics that will be discussed with your I SI Service Provider; � • The rimary reasons ypur organization began a CM MS search • The ideal tim iine f r completion 06 ® Business deadlines that drive this timeline a� • Project team members who will be participating in the implementation,and their roles ® fraternal champions for this project • Sceptics that may require additional change management support • Issues, barriers,or roadblocks that your organization experienced with previous software implementations • Resolution of those issues for this implernentationtconversion � Aspects of AE planned for immediate use • Aspects of AE planned for future use duclesolutions.com 11000 Regency Pkwy#400 f Cary,NCB 27518 Packet;Pg.408 C.7.a r o i . I J SOWN "s c� 4i t2lQsl�:;c �ti, �s IItAtS t5S 1£S�sit tcs l)sIN,ntf i¢ t r1(.r S;SS {r.f s�\£}i}` lN�tUi}�I}} Mobile App Iri Cost Centers/Budgets y Connector Tool 0 late ration Projects y Part)and PCs Capital Forecast/Predicator Core Citizen Portal c� Mobile profiles Map-based Work Carders CD IS Asset Management W PM scheduling and best � practices AE Reporting Go ,als areCL porting � g Report finforrnation needed'from Asset Essentials for who and how often ® Key rnai to nce rrretrics' ® Overall goals,ofyour,mairitenancedepartment � ® Goals/needs from s,at Essentials CRABS 06 Measures of success for this impler entation CD Users ® Users who will use Asset Essentials • Roles for each user Responsibilities of each role including unique responsibilities within common roles Permissions per role Requester access, usage and approval • Specialized user needs dudersolutions.com 11000 Regency Pkwy#400f Cary,NC 27518 Packet iPg.409 C.7.a solutions • i sip rig . Public Works Departments c� • Multiple site(s) Facility layout- y ® Parent-child Locations for Buildings and Rooms Identifying Building-type Locations y Management/supervisory responsibilities by functional area • Similarities/differences between facilities o Mapping, • WO creation from Map y • Citizen Portal(requires OlDC in Gov, not available in Edu) w • Mobile Profiles(available to all clients in Gov, requires `I in du) € : • Configure GIS trap Settings • Review Map Layers on a IS Layer Configuration and Syncing Assets' X Assets Asset life cycle process w thjn yog = p ratitrnon Major types/categories of e '�riprrre t 0._ Asset Parent-child reladriships a Meters used a� • Key reporting needed to drive effective asset ate ernent on Maintenance Operations • ainteriance departrrrient org ch r hierarchy Tech specialized or eop-ral or bath eL Tkh service areas(if applicable) • Dep' rtrnents other than r pntenance involved in Asset Essentials- What deawtrnents Type of invbl1V6ment • Contractors 06 Workflow ® WO workflow processes- • Requests/Corrective W 's ® Determining factors for who gets assigned each corrective or PM W ® Examples include Location,Work Category,`type, States, Priority,etc. Steps in the process- ® Requester process Approval process, if required d +deso ut on .corn 11000 Regency Pkwy#400 ! Cary.NC 27518 Om Packet iPg.410 C.7.a ' , ude Solutions � Assignment Process ® Comp7 edon requirements ® Mobiie app usage P M's • Assigned frorn PM to an individual or flow through a planner/sups:-rvisor y Asset Essentials creates Location or Asset-based PMs • Tasks Library y • Scheduling cycles and stacking groups • Overall WO management • Prioritization • Daily/Weekly Daily/Weekly needs • Cost Tracking • Building Views ® WO Reporting Go Live Support • Begin using AE as your primary C M • Provide internal support for basic usability,clUestrops • Up to 4 meekly follow up sessions with youri,implei 6iontatiorr SpedaBt,fp1 review progress with rollout and user adoption. Implementation Complete! • Project Close 0. • Begin working with I's,Legendary Su�port Teams(L T)for ongoing user questions �. Sample consulting en a96MOnt � Our prirnary goal is to assist your C rn ira their transition to a new solution.Through our interviews with key staff,we will identif yourpbjectives tojocus on during our stay. Below you'll find an example schedule of a typical consulting'erg a u'm nt4 ime invested into each phase varies based on client need. � Discovery ha e CL The discovc� se is typically a *e or web interview that typically lasts o couple of hours ® IntervieWmaintenance,,and operations rnanagerstsupervisors, technicians,operators • overview of ap licatu0' ith key stakeholders • Define workflow and use-cases within the applications 06 • Discuss change management and strategy Data Loading and Configuration � Preparing Data is o key component of the service and requires client input, but the consultant will take core of the rest! • Data review of existing data from previous CMMS system,or data sets Map current data into AE setup and format • Configure GIS Map Settings cludesolutions.com 11000 Regency Pkwy#400 { Cary.NC 27518 Packet iPg.411 C.7.a ` Dude soluto- ions Review :; Layers CIS Dyer Configuration and Syncing assets Determine priority of data load to meet use-cases 9 • Review data in AC and discuss data management Use-case setup and PM traininguJ Setup workflow to meet use-cases and begirt P trainingy • Refinements to configuration,workflow and data as needed Build workflow to rneet agreed use-cases • Refine Request/Work Order templates to capture required data Training on creating and maintaining Pals with application Admfi and Supervisors Hands-on user Training User training sessions by user role or unction and typically last up, t 9C!minut sfioiup to 1 -15 triers ® Train end users-supervisors,technicians and requesters • Elands on training of reactive workflow with Supervisors ® Mobile or Desktop training available for most Laser roles c� Evaluation At the conclusion of the consulting service,the consultant wdjlf6rward motes to your project coordinator capturing what was accomplished Arid arty=r commend next steps.The project coordinator will schedule a follow-up call within seeks of the,consulting service,Ongoing communication until the project is complete will � be through your Basecamp,prqject, Post Enable ent Support m Lifter data is loaded the account cohfigacred,and users are troin d the systern is ready to roll-out ® Supprt ge live-`a'aljust configdtatin, provide additional training and data entry support • Re Aspects of AE pla`nned for future use • o rae follow-up tasks and next steps L efirad Post Launch Su port;point of contact Project ssurnotions IDS! has made the felltin neral assumptions in this SOW to derive the estimated cast for this project, it is the responsibility of Clierst tb validate these assumptions and responsibilities before signing the Acceptance. 06 Deviations from these assumptions may impact DSI's ability to successfully complete the project. Any changes in scope,schedule,or casts will be documented by the Project Coordinator,whether there is a cost impact or � not. • DSI is not responsible for delays caused by missing data or other configuration information that is required to be available prier to the consulting service. Having the requested data and configuration information available prior to the consulting service may minimize delays so progress can be made quickly, mDSI is not responsible for updating or making configuration changes to the client GIS data cludesolutions.com 11000 Regency Pkwy#€4 0 6 Cary,NC 27518 J Packet iPg.412 C.7.a l .,.'i 3 s n Configuration and da,a opt ores may vary based on the version of Asset Essentials and the � corresponding service level that was purchased. Client will have access to GIS system. Arc lS online Viewer licenses may be requhred, Client will have access to personnel on their side to make changes to GIS, y GIS layers should all have unique names and Global li)s for Asset-syncing to be,,1 ssful, ® Client IT department is responsible for ensuring access to mobile devices, inters t connections,email y access and web link access to the application(s) The client will schedule time for the appropriate resources to be avail tle,to the consultant for all scheduled consulting activity.The success of this process is dependent on the air dance and full engagement of the key stakeholders.The client will also provide a dedicated room or=area with 0 adequate technology for a successful consulting service,including but not limited to mohlfo6/projector, �+ corn puters,/tablets,quality phone connection,and wirele s iiternet access. All key stakeholders who will take part in the goals and objectives and dice portions of the consulting service have attended the recommended virtual classroom,:trainingsfJr1or to the service. • Prior to the consulting service,the client will provide data for each record type in Excel or CSV format in one file and one sheet with one record and its associated information per row. CO ® If there is no existing Asset data,the consult fit will wide the client tQ pcus on safety are location- based Ps and inspections, c) X Rescheduling or cancellation of the service withJn 2 weeks of the scheduled delivery date will result in a $500 rescheduling fee. Change Controls Parties may agree to rnodify't e Services through a written,'change order specifically referencing this this applicable Statement of Work,Such chart cirderwi#I b come part of the applicable Statement of Work when � executed by both Parties,and th �se is s'descrlbe ,th i°eln will become part of the Services, You may request that i odd se€ 9c es not in the Specifications by submitting a written proposed change order to DSL SI steal&bag tiatd ihr ood faith re go rding change order prices and shall not require rates higher than those set f h in the lnvestmont page. is 'change order will become part of the applicable Statement of f et. Work whakir executed by both Path s,and the services described therein will become part of the Services, Special Terms fbir,, et EsserWalls: Asset Essentials pricing is based on a maximum storage limit of 20OGB of data. Data storage that exceeds 06 20OGB may subject to an additional fee of 200 per year per additional 20OGB of storage. cludesolutions.corn 11000 Regency F`kWy#400 / Cary,NC 27515 Packet iPg.413 C.7.a , d Solutions i EnterpriseCapital Predictor Development w Statement of Work Startery ... Purpose The purpose of the Capital Predictor Enterprise Model.Development,as scoped herein, islici(,olld the working first-generation asset lifecycle model* required to realize the value that a Capital Predictor Enterprise subscription has to offer in support of the Client's infrastructure investment planning processesI.'TO facilitate � this outcome, a Dude Solutions'(DSI)Selected Consultant(Consultant)will use their expertise along with the Client's provided data and input,to develop a lifecycle model. Value y partnering with Crude Solutions,you are provided expert consulting n" configuration of Capital Predictor on Enterprise. In summary,the scope of the proposed Capital redictor Enter 'rl' Model Development Service includes; Consultant to build lifecycle model(s)for the asset class(e's)identified in this SOW and using the Client's data; on Client data loaded into the lifecycle midel(s)in Ca cpital Predictor using the asset class(es)identified in this SCOW and using tde' lient's data",aril input; One(1)month of online support prb ad d directly by the Consultant.This service is designed to provide � Client staff with assist rice in mkitirs rO'atd to r p rtinge troubleshooting,and refiring the previously � delivered lifecycle rrroddl(s}; _. on * "'first-generation lifecyc9tcpdel"is a fully functional Capital Predictor Enterprise lifecycle model tfiidt can be used to present repgrts and explore the functional aspects of Capital Predictor CL Enterprise software.4lowever,tho term'first-generation'is used to qualify that the while the model is � built using the Consul ar is expertise, it may riot yet be mature or accurate enough for actual d cisiOn-making purp "S"es since additional client input is required.Also note that a single model applies tti.a single asset class. For example,a model built for pavement would not inciude info rrrratidro about signage or street markings. 06 Per this scope of service's',a lifecycle model will be developed for the asset class(es)identifiedbelow: on ?Facilities Methodology rac Task re® r s e ik-Off Meeting and Preparation duclesolutions,com 110 Regency Pkwy#400 ! Cary,NC 27518 A Packet iPg.414 C.7.a xu" , de solutions Consultant ltant w,vr vw a k w.m the _..ef.i s zlesignated Pf aiert Managei to rac ate a P ick 011 Meeting _�. _, prepare ti.E�nnseive I ;,1 �' . .. the V.. S D i c _s,. or he data gathering, Sub-Task . a Kick-Off Meeting [Rewrote Task up to 2 hours duration] y The purpose of the Dick-Off Meeting Is to: � 1, Review project goals and objectives; cn 2, Review data requirements, o 3. Review available data sources and decision support criteria . Address any scope, logistical, or scheduling questions, 0 Sub-Task .2: Initial Model Preparation [Remote Task duration is os needed, not to exceed 16 hours] Project preparation tasks during this phase of the project will include: 1. Consultant will review relevant Information provided y the Clierrf,including data sources(such as GIS), decision support processes, capital lans,'as es rnept reports, and th r information that will be beneficial to the project outcomes, Consulta,int will vlse Client ofari khema or data changes required for a successful model,Consultant may rue d assur pbp, 9s,or calculate additional fields so the model may proceed to be built in a timely manner if required changes to`enurce data are not completed by the Client in a timely manner. 2. Access to DSI online Capital'Peedictdr nterprise'r sources will be prodded.An email will be issued to designated Client staff With links to access the soft tare, Knowledge Base, and eLearning videos, AN meeting with a Client IT representative may e necessary if there are any installation questions, � Client Responsibilities 1. Del hate a Project i aua er.This'; er on will interact directly with the Consultant to set meetingtimes, � cp191 inate staff,direct f e back, approve invoices and other tasks as required to help keep the project c' on'trck. . D termine.who will participate in the data gathering and model review. DSI suggests that participants include bath personnel'Who are actively involved in capital plan decision making and personnel who are responsible fir rv�ariaglng data that contributes to the decision-making processes. . Determine and assemble data sources that will be used in Capital Predictor Enterprise.`Phis should 06 include any existing condition rating systems, decision support criteria used to determine repair, rehabilitate, &replace,and budget&capital planning strate les.These resources will be provided to the Consultant for review prior to the initial model preparation. . Complete data schema and/or data updates recommended by the consultant and provide updated data to Consultant. . Consultant will host any required meetings using online screen sharing software( 'ebEx,Zoom, or similar),The Client is responsible for ensuring remote access for all Client participants. dudesolutions.com 11000 y Pkwy#400 1 Cary,NC 2751 Packet iPg.415 C.7.a ry � qp soh,"�o ions Defiverab,les 1. fit.remotely faciletated Project Kick-Off Meeting,UP to two(2)hours in duration,to be f�)dlitat.ed by DSVs � Solutions Consultant and attended by,applicable Client and Consultant team members, Task 2: Lifecycle Model Building � [Remote Task:Two-day duration] 0 Consultant will utilize Client data and input to refire the asset lifecycle rnodel,f r the scc2 ed assets). � The format is as follows: 1. Initial Model Presentation and Discussion Workshop Session 1;(3 hours) Participants,Senior Managers,Asset System Managers and their) ' s dee{s), GIS staff, Project Manager c� X Consultant will step the workshop participants C ugh thp,,J,n ial rr¢a el,explaining the criteria used and � the results.This will include: a. Treatment parameters.T types of treatments that are currently being used, criteria for triggering treatments,and treatment effects. b. Service State(aka C n ition)criteria, Criteria for determining the service state of assets, including � condition scoring, likelihood off 'iiu)r , eR and ptfrer criteria as it would be used for decision making. 0) c, Lifecycle criteria such as i'n t ri J, size, location,dra of installation, and other criteria that contributes toward de miti the.life expectancy of assets. d. ertiaiirofiY .' he deteriratppn cure of the asset{s}. e. Decision criteria. Additional decision criteria other than service state that will be used in 0 CL the lifecycle model, Exarrtpl s include rnatedal,criticality, capacity, location etc. � f. Declsidh Model. flow all the criteria come together to trigger treatments and their effects in a decision rr�odei, . Costing dat6 for each treatment,which are determined in the unit of measure for the asset(s). h. Budget caps. t c ast dne simulation should be built on existing budgets. Other simulations may be created that vary the budget amounts. 06 L Data structure. Evaluate how the Client's data matches up to the decision criteria. Make mote of modifications that may need to be performed. � j, Forced projects.Any projects that the Client is already committed to may be identified and forced to happen in the designated year in the model simulation. Client will have the opportunity to provide some input for the model during this session,which may be m incorporated at the Consultant's sale discretion to further enhance the initial model, dudesolutions.com 11000 Regency Pkwy#400 ) Cary,,NC 2751 Packet;Pg.416 C.7.a u, Solutions Client Responsibilities c� 1. Consultant will host the meetings using online screen sharing software(WebEx,Zoom, or similar),The Client is responsible for ensuring remote access for all Client participants. y 2. Client staff should arrive prepared with all digital and paper-based information deemed relevant to the workshop. y 0 Deliverables ' 1. Remote Workshop session facilitated by an DSI Selected Cornsu3t ref as described hereihn, 0 2. Capital Predictor Enterprise model files as developed. 3. Copies of any data that has been modified during the princess. Task 3:Post Workshop Support [Remote Task;duration is as needed, not to exce n15 hdurs c� During the one(1)month period immediately follcowring dellvery.o, (he,first en'eration Capital Predictor � Enterprise lifecycle models,the Consultant will remain the primary contact for support as it � becomes desired by the Client staff Who participated in the'f �k 2 workshop.The purpose of this support � period is to provide Client staff an o prurtUrilty to ask qUjoscions on the lifec cle mo el(s)® reports,data, or other material deemed necessary b the CU not to end the value of the Capital Predictor Enterprise subscription. This support is in addition tton SI's standard support services., 1 All support will be provided,through errnail®scheduled online meetings, and phone conferences.The Client Or, j ct' Manager will schedule the support activities with the DSl Solutions Selected,C h' tultant,prior feeach event. � 2. At Coh'suultant`s sole di cretlono the.Consultant may engage in some additional development 0 oflifetycle models, report"s,or oth r material in consultation with the Client as decreed appropriate. CL 3. 56 PIP rt are limited to staff,who participate in the workshop, but the services provided by Consultant � durlh this phase l ndudes help for workshop participants to communicate to other Client staff. Project Assu mptioni 06 DSI has made the following general assumptions In this SOW to derive the estimated cost for this project. It is � the responsibility of Client to validate these assumptions,which include Client responsibilities before signing the Acceptance, Deviations from these assumptions may impact DSI"s agility to successfully complete the project.Any changes in scope, schedule,or crests will be docurrnented by the Project Coordinator,whether there is a cost impact or not, ® f3Sl and Consultant are not responsible for delays caused by missing data or other configuration information that is required to be available prior to the consulting service. Having the requested data and configuration information available prior to the consulting service may minimize delays so progress dudesolutions.corn 11000 e ncy Pkwy#400I Cary,NC:27518 J Packet iPg.417 C.7.a Dude Solutions can be rnade quickly. • Client shall use best efforts to identify or,all ter ;;act-relat d key information to allow the project: schedules to begin on time.Any changes to Ivey information after Project kickoff may require a Change 9 2 Controls, Parties agree to provide timely responses to task-related ernails or phone calls to enable on::time y completion of all assignments. • t least 4-hour notice cancellation shalt be given by the Parties if required morri ers for any scheduled y meeting cannot attend.This shall allow sufficient time to cancel/re-scheduldthL6 meeting as soon as passible to keep the project on schedule. Prerequisite data gathering,which may relate to an orientation call or f quirerr e''n'ts,gathering meeting, must be completed prior to the scheduled meeting.A productive meeting requires that the data gathering be complete In advance of the meeting. Change Controls Parties may agree to modify the Services through a written chary prder spgcifically referencing this this applicable Statement of Work.Such change order will become is f the pplica le Statement of Work when � executed by both Parties,and the services described therein will becbrrtepart of the Services. You may request that DSI add services not in the Specifications by subrnittin ,a written proposed change order to DSL Such change order will become part of the applicable Statement of Work,' hen executed by bath Parties, and the services described therein will become part tithe Services.'',"'°r Excluded from ices . . For the avoidance of doubt,the following services are not in ldded: • Unless otherwise included in the nsuidn service, evaluation of your current practices, policies, procedures,,or personnel for the purposes of performance or other improvements. • Troubleshootln any s1slues re8afe'dto your IT infrastructure, including computer software not provided by Q, do Solutions arrdior GIS or, tfrer systems. ® 4j r tion of data from oth ,r systems or locations, unless specified on the Order Foray. CL • updating any of your sour data. • Export:pf:data to any other systerns or third parties ether than those specified on the Order Form. � b l-raining In pital re jct6ri software/model development. °r 06 Milestone Billing-Invoke Schedule Invoicing for the Capital Predictor Enterprise Model Development service will be provided as delivery milestones are completed. Below is the schedule for the billing milestones and the related percentage. dudesolutions.com 11000 e ncy Pkwy#4001Cary,NC 2751 Packet,Pg.418 C.7.a hll ('€„ „ c"' o.yx.t ,, ti v, r �,,iiP e I.I.i '"ici�,kshar,} a," ','n; `#p fn � E vp a"'L rib 77 CD c� x CD CD CL 06 CD dudesolutions.com 11000 Regency4 f Cary. C 27b1 Packet iPg.419 C.7.a Dude Solu ions Facility Condition, Assessment Scope of Work Purpose Dude Solutions'(" SI"j facility condition assessment("F A")is a visual assessment ovalraating the facility y systems based can the following Standard Scope of Work("SOW"), This FCA servkC wikcollect data on major facility assets,as well as provide narratives that summarize assessment oabsery `bons n, comments, n inventory of Equipment Items as well as a forecast model of upcoming Systern/ ub-Sy torn replacements will be imported into DSI's work&Basset management,capital forecasting and,capital prediction soa ' are solutions as set forth on the applicable Order Form, y Value B partnering with SP you not only gain the en sneerin ex ertise oaf DSPs Service Providers;you also are y P y g g p provided with assurance that the data collected as a result of the facllityrondition assessment is properly integrated into your DSI software applications. DSI1 has successfully com fated more than 800 projects ranging from Facility Condition Assessments,Asset Inventdry all ction(including bare in )and preventive maintenance schedule creation.Our rriethodoalo provides bU° itri confiderac to make better data, decision- X making on both short-terra and long-terra capital investment needs fydur organization. Deliverables All CA's will include a deliverable ntaining the followin tgms: • Narrative report with descriptions of m jor systems a"Ind corresponding conditions � • Primary digital photes oaf key coraa'p vents and:d,, clencles are included in the narrative � 20-year capital Reserve 6164,with System/Sub-System rep`acernent coasts and dates IrnportDf sfetrs =level detail into 17 client's 1 capital forecasting/prediction solution® Irnpoef major Equipr� �p�Items into client's DSI work&asset management solution, CL Methodnijbgy and Approach A Certified Sl Service Provider will collect,docurnent,and army e the facilities assessment data to achieve the following: ® At the start of oocilbdilcling or facility assessment we will interview client's staff to understand what 06 improvements have been made in the last three years,what improvements are planned in the next three years and known problems that may exist. a Inventory all major building equipment including quantity,size,asset tag number, manufacturer, rnod l and serial number. a Identify deficient conditions in terms of deferred maintenance and building condition, o- Provide a reasonable cost analysis for the above-mentioned efforts. For single building projects, provide a report for the prop.rty that details the assessment data. � For multi-building projects,data will be collected from every building in the portfolio.The narrative report will include an executive role up for all sites Included with the service. cludesolutions.com 11000 Regency Pkwy## 00 / Cary,NC 27518 Packet;Pg.420 C.7.a k ,t de :J Solutions ,., i i-e held dzi;a colwcrlion will be performed at an indmdus C .rm:: systenni leve. s, c3:,scrib�>d below: 1. Detailed data collection of individual equipment items will be captured to build an equipment inventory � which will be imported into DS1's work&asset management solution as defined in the}Asset Inventory and System/Component table below. 2. A condition assessment of major building systems,including HVAC, Electrical, Plurpoing, Roofing,Site Paving,Vertical Transportation,Structural and Building Envelope to be€rnport d irito SI's capital y forecasting/prediction solution as defined in the Asset Inventory and SysterrtX mponent table below. 0 1. HVAC equipment items only will also be tracked in the capital forecast o,r predi tion solution as specific � Sub-Systems. For these items, Make/Model/Serial Number will be,calptured and tracked in the Equipment Inventory,and the item will also be included as a Subs, stem. . All other major Systems will be collected at the Systems Level in DSPs capital forecasting solution as a general Stab-Systems. Asset Inventory and Systems/Component Table The following table defines the standard SOW that will be followed to c pture the equipment data used to build the Equipment Inventory,which will be Imported rix tho Work&Asset Management Solution as well as the System-Sub-System data used to build the Capital Reserve Table that will be'",imported into the capital forecasting or prediction solution. Table Column Header Descriptions,, Individual or System Level Capture. W ® Individual =Item wHl b Collected indj dually � m System= Items will bd' r u ed ysy tedl' 'r ��r-system,location will correspond to the associated E building structure Item Representecl in Capiltalforecasuing or Prediction solution?YIN � m o=.host Information ridated to Individually captured items will be provided at a system or sub-system level only in capital forecast"ing or pre ictiori solution CL Included in E taiprnent lnventory YYN ® No= Item r116 riot be seCtt in the work&asset management solution Items capttard s system will be setup as a single equipment inventory items so that work can be 06 tracked against it. dudesolutions,com 11000 Regency4 1 Cary,NC 27518 Packet iPg.42'1 C.7.a r M s- Solutions \'F}',1 1 i�\ ir?s;t'r, 1,i.ii. ti+• ll,:, I - t,(!,.,,}��sr} ,,r,;,J{ I , ` ,4::,sth...,.Ga ,st ', t il,,,,.:. S ,-,,- tt r.l� 1, ,r,_., Y t } 2 _ t \t tt t� j s , � t,,.Z l Exterior Systems y I.I.i Exterior Doors System Level Yes No y Exterior Walls System Level Yes No (Finish) '" Exterior Windows System Level Yes No Goofing System Level Yes pcm Electrical Automatic Transfer Make/Model/Serial nurnber will be Individual No Yes S itch captured when available CO Electric Door Individual No Yes Exterior Doors Only X Systems cu Emergency Individual o Yes Must be Permanently Installed, does mCO Generators not include mobile units Main Distribution Indi�i rali €W Yes Primary panel ringing utility into � Panels building only CO Motor Control Centers idivitua No Yes S+ itchge, Individual ' o Yes eL Primary Service t Building(Must be frarmsforrners Individual . too Yes client Owned) Breakers,switches Irulcmded in Service or starters 06 Individual light fixtures(emergency, Not Included in Service exterior,etc.) Motors Not Included in Service Portable Not Included in Service Generators duclesolutions,,com 11000 Regency Pkwy## 0 I Cary,NC 27518 Packet iPg.422 C.7.a « ' IZ bolutions h _ \v s ,.\..� 1-,:. Secondary Electrical Not Included in Service Panels VF s Not Included in Service 0 Emergency Back- cyst rrr�del b s d upon building SQFT � Up Lights stern Level yes Yes test 0 Lighted Exit Signs System Level Yes Yes. Equipment OMMercial Laundry(washers, Individual No Yes dryers) c� Client-Owned, Permanently- X Commercial-trash � Individual No Yes installed facility infrastructure units Compactors only Residential l Type Residential Washer/Dryers, Appliances,Shop Tools and Not inic4Uded in Servi e ' Refrigerators, Microwaves and � E ui rrment Ranges Not Included c! p Exterior E clet're` Garage Ic Commercial Type Garage Openers CL Garage dr Individual No Yes Only(Excludes Residential single � Opener care garage doors) Fire Protection Eyewash 1 Safety In ividUal No Yes Permanently Installed Items 06 Showers Main Fire Pump and Jockey Pumps � Fire Pump Individual No Yes greater than 1 FIP F Main Rre Panel Individual No Yes Fire valves, Not Included in Service Included in Alarm System SF Cost m hydrants dudesolutions.corn 11000 Regency Pkwy#400 iCary,NC 271 Packet iPg.423 C.7.a .'wit-k de ions d „y, ,,t3_�'�.i+ i. �d,.,I 1{, ��.. 7v.,r. s.-.1 t, U9 s IIIIII ,l�� s , l!_t�.Sc r,,,=l.y, Smoke detectors, Not Included in Service Included in Atom System SF Cost w horn strobes u AEs System Level Yes Yes 0 Fire Alarm System System Level Yes Yes 136 rcode ap 1w,6d c Main Fire Parcel � Fire Extinguishers Systems Level Yes yes N Specialty Fire Suppression System Level Yes -s Q ki St ye Suppression System System Sprinkler System System Level Yes Yes HVAC Air Handling Units Individual Yes 'ies Includes Rooftop and Ground � Boilers Individual Yes Yes Building Automation S stern Indiviva'V Yes Yes Y Chilled later Individual Yes Yes CD pumps e( Chillers Individba Yes Yes CL Ccaolln �taer Individual Yes Yes pumps � Cooling Towers �� Pddvldual ,�` Yes Yes � Deaerators lndi gduaI Yes Yes 06 Energy Recovery Individual Yes Yes Units � Exhaust Fans Individual Yes Yes Rooftop Only E haust hoods Individual Yes Yes Furnaces Individual Yes Yes Non-Residential dtdsti4cm 11000 Regency P / Cary,NC 27518 Packet iPg.424 C.7.a Solutions ti r I s4( P .,sa s tFap,,t�r, b}s ,t,.,t i{ #rl rr; ,,�t�ll,,{�1 I(ints r ,,,3 si 41u ';r�! S t #,-5. }} 11,•_5+,,, {j2 ,. ,.F s i , } „+,,, „sl,+`tis,t <r, l,.tt \, ,, !r 3`„f ,�tl, �,s: sr )si ,,.-11;f, t, _.Pik y _ ,! � IS;\•Ili`, r# 1,f -- Make/Model/Serial number will be captured for Bath interior and Feat Pumps Individual Yes Yes, exterior Wb n accessible-,otherwise y it wilf'ORtapttared as one single cast 0 and itern Fiat Water pumps Individual "Yes Yes 0 Mahe lip Air Units Individual Yes Ys� Package AC Units Individual Yes Yes Includes Rooftop and Ground Ductless Split Systems will be Split sterns Individual Y�' Yes ',,captured as one single item.The Parade will be located on the ex tdribr unit Unit Heaters Individual Yes "yes Included in the service an quantified based on client supplied Farr Coll Units* Individual,' Yes Yes data and/or drawings only. *Noai visual capture. E Included in the service and quantified based on chernt supplied Unit Ventilator ' Individual, Yes Y'Os � data and/or drawings only, *No visual capture, CL Included in the servi l.e and Boxes* Irrdividrual Yam; quantified based on client supplied VAVYes data and/or drawings only. *No visual capture. 06 Window Units Not Included in Service Radiators Not Included In Service Thermostatic Controls Not Included in Service Interior Systems m dudesolutions.com 11000 RegencyPkwy#400ICary,NC 27518 Packet iPg.425 C.7.a L. , t Oude Zlloluflons \ltS u,,#t:, .s . _,. .. _ , , s.___.I. _t .®\ � i.__. (,,,.. s._ s _ , }r ,,ii , _,_� S, _} 4__, i „..+r ,r,.., „t, \ ,,._„_ r_._..t 1 ,t•.� , � 1 t rsrt,� i.. 1 S � 3,. s��, ,34,,,,,� t��4�,„,1}�SGc,)r... lt �1 Interior Ceiling System Level Yes No Interior Doors System Level Yes No y Interior Floor System Level Yes No Interior Walls Systems Level Yes No Kitchen y Dishwashers Individual No 'Yes Corh0hercial-Style, non-residential Freezer Falk In, _ Individual No Yes � Reach In) Will not receive a barcocle if Grease Traps Individual No Yes b6rcoding services is included Large Kitchen Individual No Yes Valued above$2,000 Equipment Oven,Stoves Individual ,:No Yes Refrigerator(WalkIndividual` o Yes C c'nn mercial-Style„ non-residential In, Reach ln) Broilers, rillsP; Valued above ®�300 ln dEvi aaal No ye Fryers CL Counter`pup: w Not Include ,in Service Appliances Cutlery N cat Inclgdd in Service Tables, Racks Not ioeluded in Service 06 Plumbing Domestic Hot Water Individual No ye 0 Gallons and Above. Does not Heaters include Instant Hot Water Heaters Domestic Water Individual No yP,5 1 HP and above Booster Pumps � dudesolutions,conn 11000 Regency Pkwy#400 Cary.NC 27518 Packet;Pg.426 C.7.a ` "Kialk'4de Solutions r � i tJ 4 ,r ( st };-,s t "<itr{ s t�._} ;s` s„iI f 14 )F" 't{I s� � 5� l G;t}, t,t SYF f `),,,,;( i 4 s tt,;f y pit \,kg!}>(a� t t " n i r 41,,,�(S t hF(4 R); :i}t tl i£}r s,,,,.:,Y �� I-�1. r1r ,157 , t(,,)�� \,0 lif +r UF,}i r,;rtF.t a{,. ii St lrn i,;t£y} 1,.£2...t t .t,7i Ss 1 ,r .,t,.:r ! e' {( of,,.S I t i (1.:t., , 5,.s,,.. ,,,.r.. ,.. ,art 1,,s..: , _ ..f_ .,, :, 3, .). .,_}} �,.�.w_,,�ti,. i,,;,,1.,,, .,r,,-,tr,>t \„ ,,, ,,.,.,a, ,i di,t .. , »)>>% r (i,r,1,...4 , ,Sr ., ,,,..s ,1t f,.4 i,..,, � � _..)f,l: ,S' t ,._L,l t,, tt ul .�. i}...( r,,,2,�.r„ ( ,...� � 1\,...v � {:f3..,. .i �, 1 ..£ t ,,1, _V,S,.$) ,r �31�:, , pl -,,.�4 ,n,,.,, (, ..,� 1( ,_2 a,.-..,. nnSn,.,511„\. l ,.,,. , ,..,. 5 t ,r_.. 1, _. t _ ,r 1. yy,� g� ,�,._ _ r ,�---,�„c.. _, \ , t 1,, __l>s _t7 ,, .,, :,,._ „ �.(, s_53 .,.,,.€ � }.1i.�, f: tsS1.,, ---�`�«\�- Hot Water Storage Individual No ' e's Tank Bain Backfiow Includes,13ornestic and Fire Individual No Yes Preventer Sup ressidn Sump Pumps Individual No Yes 0 Fixtures System Level Yes No, � Filters Not Included in Service Strainers Not Included in Service Valves Not Included in ServiceCD Site Improvements Drainage Systems System Level, ' Yes NoCD Parking, Paving, Sidewalks System Level des too � Under the floor-, behind the wallCD � related items-electrical distribution, � 0 Utilities System Level ' es N10 Domesticwater/sewer CL Fi`AC Ductwork, Cost per sq.ft.estimation for replacement/rehab. Vertical 06 Transportation Dumb Waiter Individual No Yes Elevators Individual No Yes Escalators Individual No Yes dudesolutions.corn 11000 RegencyPkwy#400 { Cary,NC 2751 Packet iPg.427 C.7.a Solutions For the Equiprrtrnt Itrrr..r..t and t rrps/S b-Systerns listed in the Asset Inventory r and S stems/Cor ponent Table ibove,the following attributes will be captured as follows depending on whether the items is included in the Equipment Inventorand/or as a General or Specific System Component of the Capital Forecast or Capital v� Prediction SOlutior. ¢, ... N Corresponding Equipment Item Number YEquipment Item Number will replace Sub-System I N* c� x Corresponding stems-Com onent lU Y p tit Equlprnent Item Number will replace � Sub-System I Site/Location/Building Name Y Y Y Description Y Y Y � 0 CL ysterrtidS*System N Y Y ClassiFcaticinfre Y N N Unit of Measure N Y Y Quantity N Y Y 06 Unit Cost N Y Y N* anut c el/Seri l Numbers Y N Will be included on Individual Equipment Record m cludesolutions.com 11000 Regency Pkwy#400 { Cary NC27518 Packet;Pg.428 C.7.a u Solutions I <... f!9 Tag uJ N C (if available) y 0 Cate In Service Y 'Y` (if available) 0 Condition 'Y Y Estimated Replacement Cost 'Y �aY Estimated Next Replacement Gate y: Y y � Fife Cycle Y Included in 20-year Capital Forecast? Evaluation At the conclusion of the assessmert(s),the DSI Service Provider will prepare reports as described above that include: � • A gshe a'I description of the props and improvements and CL c ent generally on observed conditions. � • CoMrOel is for cornponents:that are exhibiting deferred maintenance issues and provide estimates for "immediate,"and"capital repair"costs based on observed conditions,available maintenance history and � industry-star and useful life estimates. If applicable,this analysis will include the review of any available documentsVert' irflnj,tbi capital improvements completed within the last three years, or currently cruder . contract.The ICI Service Provider shall also inquire about available maintenance records and 06 procedures and interview current available on-site maintenance staff. • A schedule for recommended replacement or repairs(schedule of priorities). � • Address critical repairs separately from repairs anticipated over the terror of the analysis, FCI index number for each building, • A twenty year capital plan with are Executive Surnmary with graphic presentation of results to provide a quick, "user a friendly"surnmary of the property's observed condition and estimated costs assigned by category. Cost Estimating dudesolutions.com 11000 RegencyPkwy# / Cary,NC 27518 Packet;Pg.429 C.7.a Solutions Each single building report wilI inc,u;,.�=,an y_t. ..,,;.ted w,k: o. �...�;:,�� t::r�� '.ms��. :. �. u'-f, cn i Y ., epoao. V.o° anticipated during the evaluation terra.The capitad needs armlysls will be presented as zul x'el-eased cost, table that includes a summary of the description of each cornpor e'nt,the age and esdmatrid remaining usefiA � life,the anticipated year of repair or replacement, quantity, unit cast and total cost for the repair of each line item.A consolidated Capital Needs Analysis will be presented that includes all anticipated capital needs for all y buildings. y In addition to the detailed description of the deficiencies,we will provide cast estimaOislor the deficiencies y noted.The cost estimate for capital deficiencies will be based on the estimate for rnairitenance and repair. Project management costs,construction fees, and design fees will be derived",using actual costs from previous projects, if available. Sl Service Providers use the AST Uniformat II system for categoriz ti n and a proprietary blend of national prevailing industry-standard cast models for cost estimating. D51 al r-naintains and updates oiir cost estimating system with information received from the field. Through our construction monitoring Work, we have current cost data from hundreds of in-progress construction and rehabilitation projects, This allows us to project costs based on local conditions and to maintain a cost'daiabase that in most cases is more current = than published models. Assumptions c� • Average building square footage is greater th us 1 ,00 s .feet, If average square footage X of all buildings to be included to receive the sdr rice is less than 10,000 sq,feet,custom pricing is needed. • All buildings are located within 6n6 primary geogr p is zone/region(Example-School District, Higher- Education, Main Carnptis,,And Town), :If multiple car scattered locations across the state are to receive the service a custom quote must bel6bitained.(Exarti l -Multiple Higher Education Satellite Campuses � locations,State Deip8rfirn,ent Agenci } E ® Residence Halls-A sampling Would be based upon visits to approx.2 %of the rooms,When calculating the projected re lac rnent c`ust of the in-residence items,these items will be treated as a system. A cost � based u un the sam ip In, will be erierated for the system. Individual in-room collection of assets would � do a provided,if desired a custom quote would be needed. CL • ftecbriciliation of existing equipment in DSI work&asset management solutions and updating of � historical records will not ud'performed, If reconciliation is required this is subject to additional costs de ending�tupon the amount of changes requested, • Capture of D ta. lat information is subject to readily accessible, legible information plate. • DSI team member make final determination of whether areas housing assets are safely accessible for 06 data collection, • DSI team members will not move assets or interfere with asset functionality to collect nameplate - information, � All Data on SOW is captured at the asset level-subcomponents of assets listed on the SOW will not be captured. • Equipment not in service or identified as"Run-to-Fail"are excluded from data gathering service unless inventory is required for compliance purposes, � Client es insibili duclesolutions.com 11000 Regency Pkwy#400 / Cary,NC 27518 Packet;Pg.430 C.7.a 2 Dude solut"'oons 1 t_hent will provide the needed nnput, trsouices, aa'I: i.oct,,'irrientar on to support the tasks of the servic and associated r rnehnes for deNvery of the,e E.mc"e, U7 Any data to be migrated from Ghent drawings or spreadsheets has,too be provided to the DS1 Service � Provid,-r within 15 business days of completion of onsite activity. � 1 Client w1l review and provide any feedback related to data sent to them for review, y DSI Service Provider or DSI within 15 business days or unless otherwise determined. 4, If Data is not reviewed within the 15 business day time period DSI will assume that the Data provided by the DSI Service Provider is approved and will lead into the client's softwa'iie. Client will be responsible for scheduling and coordinating all me Jggs and intervir3ws Involving other teams,departments, management teams or ether necessary,resources required for t 'success of this y project. . Client will provide adequate access to working facildties'(i. .,access badgio, parking pass),if specific authorization or clearance is required client will notify DS1 a:,h'd1or,DSl Service Provider in advance of onsite. 7. Client will ensure that the DSI Service Proyvj Orisgrantecl aceessi6ility to the facilities and/or systems � required to conduct the necessary work defined i tti1�S 1U�J. If I�SI Servl Provider is not granted access to all areas,this could result in missed,ir,forrnatio, aihe'ring andfor delays in implementation tirnelines. For Flat Roofs,this:`iupa ns roe idirr 'the Sf Service Providers with access to a ladder so that they are able tca ciooduct a visual a e anent. Client will ensure that tho' I Se ice'Provider is granted accessibility to DSI Software,for Clients with Connect Authenticate/Single Sign Can'th'is may require your Technology`learn to setup the DSI Service Provider in your organizations ld n ty ro rider s ice, . Client will provide a kno led eable escort for work defined in this SOW and access to personnel as necessary 10. Reconciliati n of existing'equipm,eht In DSI work&asset management solutions and cleanup of hit&ical records and/or data within the software is subject to additional costs depending upon the CL arn6rint of changes requested, 11. DS1 is note- sponsible fcsr reconciliation of portable or moveable assets after onsite collection is � performed. . 12. Addition of E uipM,0'nt Barcode Tagging services must be purchased prier to onsite activity by the DS1 06 Service Provider and is not included in the Standard FCA SOW. Milestone Billing-invoice schedule � Invoicing for the Facility Condition Assessment service will be provided as delivery milestones are completed for projects equal or greater than 154,000 square feet. Below is the schedule for the Filling milestones and the related percentage, dudesolutions.com 11000 Regency1CM,NC 27518 4, Packet iPg.431 C.7.a Solutions t I 4 } �1! tt fr it t ,i tY,l,, n 1 f .i•.i 1�} ,it_.. ( ,.I, r .(..,,tr',,,)�� }`vt�� .E+ Project acquisition template set up,Vendor kickoff call with client,Travel Mobilization t arrangement casts;other miscellaneous pre-visit preparation Project launch meeting with client first day of onsite,acquisition eff data to � On-Site Field Data cn Scope of Work at all locations included in project,and closing meeting at 35% Capture end of onsite activity to confirm completion and review next step actions. Data activity, including quality assurance and control that occurs after fl l Data lanageu ent 35 work is completed to produce the data fide. Creation and delivery of final narrative re Pts(FC ),and data files(FCA Report Data Gathering)to client, *If project is greater than 1.5M Square feet add itidnalmilestones will bd I raged. c� X Equipment Inventor ding Service Purpose .� The Equipment Inventory 86irciading Servi works w th, our dude Solutions Work&Asset Management � solution in conjunction with an"Egui meet Inventory°` Data Gathering)or a Facility Condition Assessment(FCA)service offerirr , Value � „ as Parcoding ud ntifics equiprmerot y assigning unique nurr� er to that equipment item which will then serve as CL an identifier r`n your Dude Solutions,Work&Asset Management system database allowing for easier � identificatiorjand tracking oftl-elt im.The bar°coding of e uipme-nt;r,vrsntrryoccurs during the onsite equipment data ga erin /collectudn process. Deliverables by Duda lufudrjs to the Client include the following, 06 ® Commercially produced weather resistant barcocleswil,be applied to the major pieces of equipment CD covered in the scope of work provided in the Data gathering or Facility Conditions Assessment services. Barcode numbers will be available for use at the time equipment inventory data is imported into your Dude Solutions Work&Asset Management solution, The Crude Solutions Service Provider will make an effort to apply barcoes in a convenient location so the a facility's maintenance staff can easily identify therm, lased capons our professional expertise,we recommend the following- ® Application of the barcode shall be placed next to the Data date of an Asset. Placing barcodes in this dud so u i n . om 11000 eg ency Pkvvy# / Cary,N C 2751 Packet;Pg.432 C.7.a k, Solutions J J.rt8�i1..4i e ]sjjre,. f41:,i.f� ,hf,n c,.1 f U k.,-, rY.➢>fied s ud fl, f.rl .',., "t.in at f,1,4M,`'e, • if data plate is not pn ent, w is inaccessible, the barscode will be placed in an accessible area that is U) ru easily seen by maintenance technicians, does not detract from the appearance of the equipment, isn t in danger of being tampered with,or will be otherwise destroyed through normal lase and cleaning of the 0) asset, �+ Assumptions y y Purchase of service is made prior to onsite activity. If onsite activity has been completed, custom pricing would be required as a revisit would be needed for the placement of't,he barco s, � For Asset Essentials Clients, determination of 1 D(Standard)vs 2D(QR Codes)is required prig to onsite activity, URL creation along with OR cede purchase and encoding is needed prior to b�4eite activity. if determination is not prodded prier to onsite activity, 1 D(Standard)barco es will be use&9 Invoice Schedule Invoicing for the Barcoding Service will be provided capon cornpleticira of nsite activity at 10 %. Preventive Mai nte' n . helclu le Creation Purpose Preventive Maintenance(P )Scb6dule creab n is a service offering prodded In conjunction with an "Equipment Inventory"(Data Gathering)service or Facillty cificlitlon Assessment(FCA), PM Schedules will be � generated off the eguaiprn `tiruwrntory cdktedy'the PSI Service Provider duarin either the Data Gathering or FCA service. The intent of this,, erviee is to identify needed procedures and inspections required to maintain � facilities systems in safes,reliable grad efficient condition, Value CL By leverdggrt Sias PM Schedule,,,,Creation service, [BSI clients are able to leverage and incorporate regular preventive iainten nce best practices of their equipment, By performing regular or routine maintenance best practices,you dnsgre that your equipment is operating tinder safe and optimal conditions thus preventing the potential for do nt"urrie and s drter life expectancy. Deliverables 06 All Preventive Maintenance Schedule Creation services include the following deliverables: ® Creation of PM Schedules for populating your Dude Solutions Work&Asset Management solution Data pop elation wvitfnin DSI Software. No report will be provided. Methodology p read DSI Service Providers leverage multiple libraries of PM standards to create PM schedules. These standards are � based upon prevailing national codes and standards such as ASTMS,ASHRAE, NFPA and BOMA. Procedures related to performing the tasks within the schedule will include: dudesolutions.com 11000 Regency Pkwy#400 { Cary,NC 27518 Packet iPg.433 C.7.a Dude i Solutions Safety Points • To it Require • Estimated Time to Complete Maintenance � Step-by-step procedure to complete rnaintename° pork order Prior to the import or population within the DSI Software, the DSI Service Provider will, �+ • Review of PM Task Check-off Lists with Client � • Setup baseline Phi schedules for the equipment inventory collected y Work with the Client to determine PM Schedule assignment. Assignmentintl6des setting up the appropriate Technician or contractor who will be perforating the related PM tasks into the master � import template to ensure that the routing of work flows accordingly in the Work ',Asset Management Solution. Assignment will be made at the location or craft level.' nything above and'* nd this level of assignment will be managed and maintained by the client within the software or require 'ustorn scope of work for the DSI Service Provider to deliver. For assignment to occur; he client must have the � Technician or contractor created in the software prior t nsite acbvityr Work with the Client to determine the start date,frequen d balancing based upon client staffing. If start dates cannot be determined or agreed upon within a timely manner,the PM Schedules will be leaded into the Clients Work&Asset Managernent solutidn s"Inactive". AssumptionsIn x • Client will provide feedback/review of Phil Sch ddul s within 1 business days of delivery from the DSI Service Provider. If feedback/review of PM SchedrLles exceeds 30 business days, DSI will provide a Deliveriable Acceptance Form'te t@'d client to compute review within 30 days. If feedback is not provided during this timb,pe'rind, DS'I i,ll assume delivery of the service and import the PEA schedules as "inactive"in the syst nn° SI will provide training on, how updates can be made within the software or � perform mass u dat s if needed.for a fee< E ® Once PM Schedules.are iruPp(ted into the DSI Work and Asset Management applications, any updates � and/or alter i rns f those chedules need to e communicated to SI within 30 days. DSI will onlymake yid 'tes related,to the bef� terns. 0 • isntinuation of PM Schedules crested with the serviceCL • Alteration of frequency on� OxIisting schedules created with the service • Alteration of start dates for the schedules created with the service Otherwise, any r&Wons beyond this 30 day period will be the responsibility of the client to perform within the � software or DSI to p 'rfoTm, at,an additional fee, 06 Reconciliation of existing PM Schedules in the client®s account is subject to additional costs depending � upon the number of active PM's and Is not a part of the standard SOW.Invoice Schedule Invoicing for the PM Schedule Creation Service will be provided upon receipt of PM schedule drafts at 10 % duclesolutions.corn 11000 Regency Pkwy#400f Cary,NC 27518 Packet iPg.434 C.7.a DiUde Solutions • Proposal has been prepare: for Morr1roe County("Subscriber") — • Proposal expires in sixty(60)days Ordff r y • This order Form and its Services are governed by the terms of the Dude Soluti ruse Inc. faster Subscription Agreement found at .s:JW.w. w ud l .ari aA p v, (https./Iwvvw.dudesolutions.com/terms)("Terms") unless Subscriber has a s p rate written agreement execrated by Dude Solutions, Inc.("[BSI")for the Services, in which case the separate written agreement will govern.Acceptance is expressly lima€ted to these Terms. Any additi01nal or differ nt terms proposed by Subscriber(including,without limitation,any terms contained in,any Subscriber purchase order)are objected to and rejected and will be deemed a material alteration heresf. y The Effective Date of the Agreement between Subscriber> nd bSl is the date Subscriber aciccipts this Order Fora. • During the Terra, DSI shall,as part of Subscriber's Subscription Fees,provide telephone and email support("Support Services")during the hours of 8:00 AM and 6:Q0 PM EST, Monday through Friday, excluding New Year's pay, Memorial Day, Independence[day, Labor Clay,Thanksgiving pay,day after Thanksgiving,Christmas Eve and Christmas pay '!Business Hours"), c pt Community Development � Services,where Business Flours means : 6A -' .tld P, ;PST. 9 X Acceptance of this Order Form on behalf of a corrrpany ca,r ie dl dntoty represents that you have authority to bind such entity and its aMia�es>to the order,terms and conditions herein. If you do not have such authority,or you do not agr o with the Terms set'f rth herein,you must not accept this Order Form and may not use the Se ite." . `-' _information • Prices shown above do not(nc(ucie any taxes that may apply.Any such taxes are the responsibility of Subscriber.phis is not an invoice. For customers based in the United States,any applicable taxes will be deter in d based on the lawt are regulations of the taxing authority(ies)governing the"'Ship To" � location provided by Subscriber.Tax exemption certifications can be sent to CL 1W,11aecountsreceivabie lu!d4esWutfan"= . as • Pilling ffr quency other th' r�annual is subject to additional processing fees. • Please reference Q-220387, on any applicable purchase order and email to aecoa�irrtsrea iv ,fe .`., l' I .,Cll tca e,o ;�( "duidesolutions.com ® Dude Solutions, Irrc.'maintains the necessary liability coverage for its products and professional services. 06 Proof of insurance can be provided upon request. dudesolutions.com 11000 Regency Pkwy#4006 ary,NC 27518 Packet iPg.43!5 C.7.a ttau rf ', solutions gnature Presented to: Q-220387 October 0 , 2€121,2ASA 1 PM �+ Accepted by: 0 0 Printed Name Signed Name x Title E Date 0 CL 06 dudesolutions.com 11000 Regency Pkwy#400 1 Cary NC 2751 Packet;Pg.436 C.7.b Solutions PREPARED FOR Monroe County Cary Knight y Director of Project Management y 1100 Simonton St y Key West, FL 33040 0 PREPARED BY Dude Solutions 11000 Regency Parlay, Suite 400 Cary, NC 2751 U) x PUBLISHED ON October 08, 2021 N N N 0 cilu des o I t tnovi .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.437 C.7.b Solutions Sourcewell/NJPA purchasing contract ® https:llwww.source well-mn.clovlcoonerafive gurchasin c11090320-sdi#tab-contract- _ documents (https-Ilwww.source well-mn, ov!cooperative-purchasin 1090320-sdi tab- contract-documents). ® Contract#090320-SDI ® Expiration date: 111212024 y Q-220387 W 0 Pricing is based on... 0 Term:57 month (0110112022-0 1 01202 ) v, 4 ti,ijl rb ,\4}i { s Pyr t t5 t I +s \ 14 +4 is tr 11}l irI•s :. � y+ r +t ,, }Ijl1{r ` (} tt)12 }i'}II ill }iir:;, U�}Itij Jfii"ti`,a fI{ } it( s f} 4 ' t tttjt)� (t>'} t s�tiStt,At}+to ,trsri; }yIt \j((st)ii,„I{41�,' v t {,;,t t I\;t 1t ! 1+`i+t a }t I s\(alri 17s at S f,•r trtt{1 +} + „£)+;si i• 4';'i ltl\t I4 'f l rj s )t it 4 ),+t t,(,Is }r;,`iriSSl Fts ttst it rriar fill} err iil)143;�, 1tf,,}I,tr1l is }l- t , „ is fir, r7SI, i l( 1 t t, , s t t tr.,.,1>>tSt:StStStS:�StStSt:StStStS�.StStStS.tSt s ,,r t,lr�ts t ) r,r�s,,�.yww�\,vA,vA,vA.vA,vAvAvA,vA,vA,vA.vA,vAvAvA,vA,vA,vA.vA.vAvAvA,vA,vA,vA.vA.vAvAvAvA,vA,vA,A.vA,vA,vA,vA ,v,y,�,,,,,,v,vA\,�,��, Asset Essentials Core Plus 11,095,15 USE) (2,329,98 USD) 8,765,17 USD Capital Predictor Enterprise 7,91830 USE) (1,66193 USD) 6,25537 USE r N Work Planner 3,56129 USD (748,29 USD) 2,815,00 USD cv r9 N Subscription Year '1 36.94 D "I Total, The subscription invoice for Year 1 will be issued upon acceptance of the Order Forrn. *3 months included at no charge can the fiat subscription invoice. c c� }t r,\ .;n,.,.... 5 LU Facility Condition Assessment for 97,329 42 (2,919 88 803048.0 Square Feet USD USD) 94,406.32 USD y Data Migration As Is 0,00 USE) 0.00 USD m Implementation & Services 156,216.80 r ° Ot m USD Yearil,u d e s o Iutnr=,#rr;.;.,,c<,,m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.438 C.7.b Dudest_,, )w ,re 'o r Sm ,,r t e r 0 per ,t1ons Solutions PM Schedule Creation for ,99 (395.1069 803048.0 Square Feet 13,169 USD) 12,776.49 USD USE)Equipment Barcode Tagging 13,169,99 (395.10 12,776.49 USD ..9— USE) USD) Asset Essentials Core Consulting 12,950,00 (647.50 12,302.50 USD y USD USD) Asset Essentials Standard Implementation 1,700,00 USE) (85.00 USD) 1,615.00 USD Capital Predictor Enterprise 16,840M Implementation USE) 16,840.00 USD y Custom Professional Services 5,500,00 USD 5,500.00 USD University Tuition 895,00 USE) 895.00 USD Dude University Promotion -895 00 USE) -895.00 USD x Implementation Services Year, Total: 156,216.80 USIA {4{r!}t,�,s ir)�s li s y ii tis s is ��i }I Y� Isrs fs s I9 rstyis srpsts 7rU s? /lr j' Uf Ito ssf t;si I7 Sris Us t£„ lsti \ � iSt,:.fJ I is716:i1i s l4S si iF�Ysls;psi CD *Custom Professional Services Include:An additional On-Site day to train the client's staff how to collect FAA cv data for their future new buildings that will not be ready at the tirne of the assessment as well as an additional 7/2 a day at the end of the trip to provide a comprehensive out-brief style presentation to their Senior Leadership Tearn c� c c� rril,uL,e outnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.439 C.7.b Solutions -220887 Remaining Subscription Invoices /t I t t(pr\1 I�ttlu, i1'!�tll yV SITt{ +{lrsl ,1 Ir,'Sits's.; s(t t'tr,' 11 t ) !}1SJ tl f:silts S}r 11 r i s tii' r �tI hilt,tsi s! it V Sllt t) t�3)i spy ,,,5 +)}tli 1 ! s� ;r1 rt'tr ,Jtlrlf kr syr ltt rlt 1. r l:f,,t,-: 1{l +.1 i.,( ,Sr ,,{{rt1t111111111111111111111111 i ;S,IutfF- S t 1 �ure (B t st.l.r111151�1�1�1�.1�1� r r _ S t j[�ggAtot��p',t}�¢ ��'},thyt^�g �',y1,,.� ss ,,,,,.d4l,s�ttt ,i„rrG{/ 9l�l,l9l�l,llIUUUV,V�I$lllgllgllll�U'UyV,V,II t(„rr�l=l=��lrrlrrrlr(r=ur=t=Srllrl(11'1UU1',1',1� + ' '1:+.. Asset Essentials I 1 iaa is 10/1/2022 2`'$p4. 64. 4 S USD (5,17934 USD) 19,484.9 5 USD y Core Plus Capital Pi-edictoi- 10/1/2022 17,60 ,25 USD (5,6 6M USD) 13,90637 USD Entei-pi"Ise U oi-k Elannei- 10/1/2022 7, 21,20 USD (1,66 ,45 USD) 6,25735 USD Total: 39,649.27 USD SSf {fStlt i s lllstl;f s t 11 tt 11! .�' s ';'iIISSJ Y ( .7r'bs;?S�y / 1 / \ l,YI I+t,_t!I u4ti1S Est{u 1 liftS.7s„ r \1,}11„1t,(, �,jy,'s1 rs ! c{,,�'sS it SS r+.rs i(1 si f j 1\4t{lttf {! l }{ tittly s �i ris ltS+1� tlllttt{{i{�Y;�!{ l}! t. tl;ifilt r?{tti 3{'1 �'-t 's s'L„' .,,1! 4.s,'Y Irs iI t{t,ila' n.,,,(5,1:14 4 SM,`ttSl t I(„ t � t,! )4 �;tllrtArr(Ir=ur;,f,,rrrlrlr`t\U\=1��; ,(„rrl4�=�;��',,t•, Asset Essentials 10/1/2025 25,8 7,72 USD (5,4 832 USD) 20,459 20 USD Coi-e Plus Capital F'P' dl t sP. 10/1/202 18,48142 USD (3,88132 USD) 14,601, C USD w Entei-pi"Ise U oi-k Elannei 10/1/202 17,27 USD (1,746,6 USD) 6,57M4 USD Total: 41,631.73 W lsty}'`�sS t 4 7Jt I+/Stt lt,% 1 tt`t y_ Silt {,1 `�i tt J`I,+':Sr\ t ri{a �i{il t rtt;,s f } r ly ,ii tSrr t{{y ( tt , t yi J tlSit St 7tt + { �SI�, {s} i I tt s 4 lr t t t lh +1f ts,i li . .UUuu .UUUu Uuuu,. uuuu, ,,....�. .�., v�.u, Uuuu, UUuu, .Uuu� N Asset Essentials 10/1/2024 27,19161 USD (5,71 O,45 USD) 21,48116 USD tV CapitalCoi-e Plus F' d t sP. 10/1/2024 19,40738 USD (4,0753 USD) 15, 1, l�SC > W Entei-pi"Ise U oi-k Elannei- 10/1/2024 8,73113 USD (1,83196 USD) 6,89M7 USD Total: 43,713.32 USD 4 t {fStlt i s y? n rt 4iiyyst)+M lI ;,1y S tt ,', ?f(r , cft i�t I ss„'S;{1 It yr,? 12 4 1,,Ill,l t,t1 tl{ tS�1ft,IiSlli� S t}St' (>;tii,+tillk ; Irs r4ss ;?{ 7 S 1 it t.t-f l I it.jiai t, 11, :f} i f };,r is).,t sl tt tr, { „ v7 4( tt1 .rt( hl,,��,,lvlvl�l� ��,�,{,� �n LU Asset Essentials 10/1/2025 28,55124 USD (5,995,97 USD) 22, 6,27 USD Coi-e Plus Capital Pi-edictoi- 10/1/2025 20,37T96 USD (4,27937 USD) 16,09839 USD Entei-pi"Ise Total: 45,898.99 USD r„rude o It tnori .;.. ,=,gym 11000 Regency Pkwy#400 / Cary,NC 27518 T Packet Pg.440 C.7.b ii tSf�{t'Srlt v s jti fklrl4,}i1�i)s)s Mys.S {ts yf i r}£„ s�,f- t s S t7.S tit ss )r ) ry tis !. ry sitit i 4i i,1, lr tt ril}t{,� i,.;p})�ti 74 7 SII iltr itll ft if Solutions 11............. ��slt{t}a,t1,1,11 v �Sll SZttl sil\N 11 i tyZ,:111111111111..11111s , 10/1/2025 9,19638 USD (1,92,.95 USD) SyP^ Ig eP. p /nA D, _y sl' Total: 45,898.99 0 0 CD U7 x CD N CD M N r r U7 0 m U7 U r„ru ,e s c_, t tnovi .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.447 C.7.b c� Solutions 0 c) x r N CD M N r r c) 0) 0 c� U cil,u deso It tnovi .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.442 C.7.b Solutions Asset Essentials - Standard Implementation Purpose Crude Solutions"(DSI)Asset Essentials with Standard Implementation service is designed to provide our clients with guidance by experienced subject rnatter experts to ensure an effective and efficient implementation and a y faster ROL With over 12,000 clients successfully using our software,we understand what it takes to successfully irnplernent your solution and look forward to working with you through our Standard Implementation service. Value By partnering with Crude Solutions and taking advantage of our Standard Implementation service,you are y provided expert guidance in the best practice configuration and usage of Asset Essentials. By following our focused project plan,you will experience fast tirne to value and will see your AE account configured and ready to use within SC days, plus an additional SC days ofgo-live support frorn your Implementation Specialist. Our Train-the-Trainer approach strearnlines the implementation process and ernpowers the Client Project Lead to U fully own and operationalize Asset Essentials quickly within their organization. Defiverables X ® Project Kickoff call � ® Access to Basecarnp project collaboration tool ® SC-day implementation support CD C ® Optional template-based data irnports for available Location,Asset, and User data during the project W perked N ® 1-on-1 configuration guidance by dedicated Implementation Specialist CD ® SC-daygo-live support ® brain-the-trainer best practices and content to onboard your tearn ® Unlimited access to Help Site and Virtual Ula»roorn Trainin s c� Methodologyand Approach > With over 12,000 clients successfully using our software,we understand the importance of rnoving quickly to be able to configure a new system and drive adoption within your organization to facilitate a smooth transition frorn your current system to Asset Essentials. Your Standard Implementation service will begin c� with a Kickoff Call with one of our Project Coordinators. Rrorn there,a dedicated Implementation Specialist will guide and assist you through the implementation project.The fiat SC days are focused can account � configuration and training while the final SC days are dedicated towardsgo-live support to ensure account y enablernent. By following this plan you'll be ernpowered to effectively strearnline your operations using Asset Essentials. Below is a sarnple Standard Implementation service delivery: y Sample Standard Implementation Service Your dedicated implementation tearn will be here to assist you during the duration starting during the Kickoff call. � rcn,u des o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.443 C.7.b ti�,ti,,,}�1r rvrsj\s�},`jJ } r4,1!';vy fJt sj ill j}1{•, }1(Jlif ,"!„1s� i, t i vltif,t„r;';II PI lvi vJ ,i,lt-: 17 ,{„�lJt,ss�4 s( j!s ,viis,i(s� J{t!J>,v"11,i Stl, sJ ,�t�t'tls ltt„4��1„I�,s1 I�s1,I�s1„I�,s1;�I� r Li. Solutions ,,.n„«v,rsv�L,tlatih,allr,a�if,,allf,��llf,,�llf„allf„alif,,,li(„alif„ali(v,�et4 53,vsaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa)1 Kickoff Call with Project Coordinator.Agenda: 9 Introductions m Project Roles and Responsibilities y Overview of Implementation Process and Tools Project Discuss Current Processes and Goals Review Basecamp and ResourcesKickoff � Review Account Setup Spreadsheet Determine Timeline and Next Steps 0) 0 Attend Fundamentals virtual classroom training or review equivalent help W content :5 Understand basic navigation and configuration regUirements Watch First Steps video � Compile location, user,work category, and asset data ill templates Initial Data Review Call with Implementation Specialist Login to Asset Essentials pending client data load Become familiar with basic functionality of the system 0) Configure locations, users,work categories,assets Connect with Implementation Specialist oil account c017fi Uration CU Account Setup rid progress Configuration CD cv If integrating AE with GIS= Rest URLs/Web ap ID r� Set Initial Map Extent cV Configure Map Service and/or Geocode Service Confirm GIS data lows properly oil Map-To test,turn oil 3=5 GIS layers in � the crap view to confirm the data displays correctly � Confirm GIS data loads properly oil the Mobile App crap � Sync ONE LAYER at minimum to test for any potential issues. Oil Map-make sure you call identify all asset and create a WO against it. Oil make sure you call "Create O"and associate to a GIS=synced A Asset. UJ r }s ,1 isvvvvvvvvrfffvvvvvvvvvvvvvvvvv� vvvvvvvvvvvvvvvvvvitvvvvvvvvvvvvvvvvvrvvvvvvvvvvvvvvvvvttftivvvvvvvvvvvvvvvvttfftvvvvvvvvvvvvvvvvttfftt, ssvvvvvvvvvvvttFivvvvvvvvvvvvvvvvtttttvvvvvvvvvvvvvvvvttFFFvvvvvvvvvvvvvvvvvtFFFvvvvvvvvvvvvvvvvvtFFFtvvvvvvvvvvvvvvvvttFFFvvvvvvvvvvvvvvvvvr��nvvvt, s Jr ! U cilude o It tnor .;". ,=„rm 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.,U4 C.7.b Dudes++_,, N w,re 'o r Sm,,r t e r 0p er ,t1ons Solutions Attend Work Order Management virtual classroom training or review equivalent help content Attend Mobile App virtual classroom training or review equivalent help 9c� content Account Setup and Continue account configuration of work categories, priorities,work types, y Configuration approval routing,email notifications Connect with Implementation Specialist on account configuration and work order management progress < Download Mobile App and review Help Documentation c Review mobile functionality with Implementation Specialist ,r,i�, i 4t 1t!il 4 t S s J Iss Isi � I It I rr s?,f Is Is tls 7s;ii1 y,+. cfsr/b 1,,,fir tr t+ ;g?r t? I I I I I r 74 t� 4 44.,.,1>>1}1:S1S1S1S:�S1S1S1:S1S1S1S�S1S1S1S.1S1S1S�:S1S1S1S:�S1S1S1:S1S1S1S:�S1S1S1:S1S1S1S:�S1S1S1:S1S1S1S�.S1S1S1S1S} Attend preventive Maintenance virtual classroom training or review equivalent help content U Account Setup and Begin setting up PM Schedules nfi uration Create and complete test PM work orders Connect with Implementation Specialist on account configuration X progress 0) 0) 'a I fl t s \ it s } i E 4i s + rI r+ r ir+ r'ir+ r itr + slii t Ir 44.,,i>>1}aS1S1S1SaSlS1SaS1S1S1SaS1S1SaS.1S1S1SaS1S1SaS.1S1S1SaS1S1S1SaSlS1SaS1S1S1SaSlS1SaS1S1S1Sa.S1S1Sa.S1S,a.,a Perform use case testing to ensure solution readiness CD cv Submit test requests to confirm routing and approval process r� cv Confirm email notifications are sent and received as expected Use Case Testing and User Have representatives from various user roles login to confirm they can Training execute job functions as expected Ensure desktop and mobile functionality and views are as expected � End users access and review online help documentation Confirm Lasers can access AE and perforce expected job functions 4,�i qfJ 'i ,}jSyl,at;tJ lr Is+t'1)!�l}S tr+ tt iy()4Ii i1 t,Syy?S {4 t`r r ct r !}4 tt4f It l,i slt tl lr,,,,1}{tl t + 4r;\\ ti U"r)lt tr�Si Jl,'!•0{4}I77� Pr,J7j'yRf lAj yt}!f\Af'yrr ilU ti ,,. (B Confirm goals defined during Kickoff call have been comet UJ Implementation Complete Confirm product readiness y and Project Close Introduce ongoing DSI resources Close project Excluded from Standard Implementation rcn,u des o I utnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.,U5 C.7.b Dudes _,, tw,re 'o r Sm,,r t e r 0 per ,t1ons Solutions For the avoidance of doubt,the following services are not included: ® Evaluation of your current practices, policies and procedures for the purposes of performance irnprovernents. ® Troubleshooting any issues related to your IT infrastructure or rnobile device ® Migration of data frorn other systerns or location ® Export of data to any other systerns or third parties y ® Role-based end-user trainin s Completion Criteria � The stepsFo Cray" in the Basecarn project Ian represent the individual activities that constitute Standard c ( } pp j p p 0) Implementation for Asset Essentials. Upon cornpletion of the required To Do's,the Standard Implementation Service will be deerned delivered and the project will be closed.Sorne To Cray"s may not be applicable to the Client's needs and may be waived frorn the project upon a reernent between the Client and Implementation y Specialist.Sorne To Do' (data importing,for example)are considered optional and may or may not be corny Ieted depending can the availability of data to be imported. Completion of optional To Do' is not required p p y p p p q to cornplete delivery of Standard Implementation and close the project. Client Assumptions CD The success of this project is dependent can the attendance and full en a ernent of the key stakeholders. c� ® The client will schedule tirne for the appropriate resources to be available to the Implementation X Specialist for all scheduled and/or required activity. 0) CU ® Should the need to reschedule any en a ernents arise,the client will be responsible for reaching out to their implementation specialist within the 60-day project duration window and will be subject to the implementation specialist's availability. ® The client shall be primarily responsible for providing access and training on Asset Essentials to end- cv users. r9 ® The client will provide data to be imported in a tirnely rnanner and in the ternplate format provided aria Basecarnp so the Implementation Specialist has an opportunity to irnport the data during the 60-day project period. ® If there is no existing data,the Implementation Specialist will guide the client to focus fiat on key equipment and their associated Riffs to be manually entered into Asset Essentials by the Client. ® Client will have access to CIS rna be required. stern. ArcGIS online Viewer licenses � y y re q ® Client will have access to personnel on their side to rnake changes to U,IS. ® CIS layers should all have unique narnes and Global ICss for Asset-syncing to be successful. A ® Client ITC department is responsible for ensuring access to rnobile devices, internet connections,ernail 12 access and web link access to the application(s) UJ � Project Assumptions CsSI has rnade the following general assumptions in this SOW to derive the estirnated cost for this project. It is the responsibility of Client to validate these assumptions and responsibilities before signing the Acceptance. Deviations frorn these assumptions may irnpact CsSI"s ability to successfully cornplete the project. CsSI is not � responsible for delays caused by rni»ed scheduled en a ernents and loser en a ernent preventing client frorn being able to successfully irnplernent. rcn,u des o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.446 C.7.b Dudes _,, tw ,re 'o r Sm,,r t e r 0 per ,t1ons Solutions ® Standard Implementation is deigned and resourced to be ccsrnpleted within 60 days of the project kickoff call. In the agent additional tirne is required,there is a rnechanisrn to purchase a Project Extension. Implementation Specialist will need to be notified that an extension is needed at least 10 days in advance. � ® Without an extension,the implementation project will be closed after 60 days and the Implementation Specialist redirected, but the client will retain full access to Asset Essentials along with DSI VCT , LMS, � online Help Documentation,and our Legendary Support learn y ® DsSI is not responsible for delays caused by rni»ing data or other configuration information that is � required to be available pricer to the Standard Implementation service. Having the requested data and y configuration information available pricer to implementation may rninirnize delays so progress can be c rnade quickly. ® Project extensions will be considered for extenuating circurnstance and will follow the change control process,which require rnanagernent approval. Charge Controls Parties may agree to rnodify the Services through a written change order specifically referencing this applicable Staternent of Work.Such change order will becorne part of the applicable Staternent of Work when executed by both Parties,and the services described therein will becorne part of the Services. You may request that DsSI add services not in the Specifications by submitting a written proposed change order to DsSI. DsSI shall negotiate in good faith regarding change order price and shall not require rate higher than those set forth in the Investment page. Such change order will becorne part of the applicable Staternent of X Work when executed by both Parties, and the services described therein will becorne part of the Services. Asset Essentials - Assets, GIS,, and PM Schedules Implementation Consultin c e Statement of Work Purpose 0 Dude Solutions"(DsSI)Asset Essentials is deigned to provide our clients with focused guidance by experienced consultants to ensure an effective and efficient implementation and a faster ROL This include-rneeting with � key stakeholders to ensure the set-up and configuration of the systern will rneet the client's current and future needs; location and category hierarchies are configured appropriately; workflows rneet the needs of the business; available data is cleaned,aligned and imported; and end users are trained and ready for go-live. UJ y Value By partnering with Dude Solutions,you are provided expert guidance in the bet practice configuration and usage of Asset Essentials.the following are ways in which this value is realized: � ® Faster tirne to value: clients who leverage our focused consulting services see implementation tirne frarne that are up to four tirne faster than clients who do not utilize our services. r„tu des o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.447 C.7.b Solutions ® Expert data rnana ernent:we work with client data eery day and provide guidance can creating good data for reporting. In partnership,we will help clean up and import data for you,allowing you rnore tirne to focus can your daily operations,and not the cane-tirne activities necessary to get your account configured effectively. � ® Dedicated professional services:the partnership between you and your consultant will align Asset Essentials best practices,configuration and workflows to best rneet your business needs. Our tern will 0) bring their thousands of hours of expertise to the table, helping ensure a srnooth transition to your new y CMMS systern. Defiverablesy 0 ® Project kick-off call with a DSI Pro ect Coordinator 0) ® Determine specific maintenance related goals and objectives to drive the rno t effective Asset Essentials configuration to rneet the client's current and future needy ® Determine and set-up appropriate workflows and drop-down lists � ® Review, cleanse and import available user, location,asset, and scheduled Rid data ® Establish integration with client CIS systern, configure up to 10 client CIS layer sync ® Assets, Riffs and Corrective Work Order Process ® Training for Adrnins, Leads and Full Users ® Go-Live Support for additional assistance during roll-out CD ® Unlimited access to Help Site,Virtual UIa»roorn Trainin s, and Crest Practice webinars-during and after implementation Methodologyand Approach Crude Solutions or a qualified Service Provider(DSI Service Provider)will interview your key maintenance stakeholders to determine account configurations and settings.With over 12,000 clients successfully using our software,we understand the importance of understanding your goals,objectives,and current workflows, as well as the importance of getting to know your users.Your professional services implementation will begin with an Orientation Call with a dedicated Project Coordinator. Additional resources will help prepare you for your consulting tirne through access to a project collaboration tool (Basecarnp)where a tern of implementation specialists will help answer questions and provide access and recommendations for Virtual Cla»roorn Training � c� lesions. Once your data has been collected you will be ready to work with your assigned consultant to understand your workflow, cleanse and import your data,configure your account and offer user-role based � software training lesions. Below are topics that will be discussed with your DSI Service Provider: ® The primary reasons your organization began a CMMS search c� ® The ideal tirneline for cornpletion ® Business deadline that drive this tirneline ® Project tern rnernbers who will be participating in the implementation,and their role y ® Internal charnpions for this project ® Sceptics that may require additional change rnanaernent support y ® Issue, barriers,or roadblocks that your organization experienced with previous software implementation ® Resolution of those issue for this irnplernentationtconvers ion ® Aspects ofAE planned for irnrnediate use ® Aspects ofAE planned for future use rcn,u des o Iutnorr .;.. ,_,gym 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.448 C.7.b Dudest_,, t ,r e j r=,#r �w m,r t e r 0 pe ,t 1 o n a Solutions ® Aspects of AE planned not to be used 2 1i ss�<:+ 34 tS7�,dl tuft s�'s It fisllti`,'(jrs its\yc. f� ..1 , ,,ccfcttt...... 1 lsssssruuuusssssssssruuuussssssssssss,.,.... 1 ,, 1ai111t311,115111\,1115., \ t, t 1 I ) t t t s. t Mobile pp W Cast Centers/Budgets Connector Total Integration c W Projects 0 Parts and RCts W Capital Forecast/Predictor Care Citizen Portal obile profiles " c� x Map=based Work Orders � GIS Asset Management PM scheduling and best practices CD cv F Reporting m cv Goals and Reporting ® Reportstinforrnation needed frorn Asset Essentials for who and how often 0) ® Key maintenance rnetrics c ® Overall goals of your maintenance department ® Goals/needs frorn Asset Essentials CMMS A ® measures of success for this implementation LosersUJ ® Users who will use Asset Essentials ur ® Roles for each user ® Responsibilities of each role including unique responsibilities within cornrnon roles ® Permissions per role ® Requester access, usage and approval ® Specialized user needs r„tude o utnr=,#rr .;.. ,_,gym 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.,U9 C.7.b Dudes _,, tw ,re 'o r Sm,,r t e r 0 per ,t1ons Solutions ® Departments Public Works Departments ® multiple site(s) 9 ® Facility layout- .2 ® Parent-child Locations for Buildings and Roorns y ® Identifying Building-type Locations ® Mana ernenttsupervisory responsibilities by functional area ® Sirnilaritiestdifferences between facilities � Mapping: c ® WO creation frorn Map ® Citizen Portal (requires OIDC in Gov, not available in Edu) ® Mobile Profile (available to all clients in Gov, requires CIS in Edu) � im ® Configure CIS Map Setting ® Review Map Layers ® CIS Layer Configuration and Syncing Assets Assets x 0) ® Asset life cycle process within your operation ® Major types/categories of equipment ® Asset Parent-child relationship ® meters used ® Ivey reporting needed to drive effective asset rnana ernent CD cv Maintenance Operations ® maintenance department org chart/hierarchy ® Techs specialized or general or bath 0) ® Tech service areas(if applicable) > ® Departments other than maintenance involved in Asset Essentials- � ® What departments ® Type of involvernent ® Contractors A Workflow � WO workflow processes- ® Requests/Corrective WO' y ® Determining factors for who gets assigned each corrective or Rm WO ® Examples include Location,Work Category,Type, Status, Priority,etc. ® Steps in the process- m ® Requester process U ® Approval process, if required r„tu des o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 14 Packet Pg.450 C.7.b Solutions ® Assignment Process ® Completion requirernent ® Mobile app usage ® R "s ® Assigned frorn Rid to an individual or flow through a planner/supervisor ® Asset Essentials create Location or Asset-based Riffs 0) ® Tasks Library �+ ® Scheduling cycle and stacking groups � ® Overall WO rnana ernent y ® Prioritization c ® Daily/Weekly needs 0) ® Cost T rackin ® Buildin View ® WO Reportingcn Go Live Support ® Begin using AE as your primary CMMS ® Provide internal support for basic usability questions ® Up to 4 weekly follow up sessions with your Implementation Specialist to review progress with rollout and user adoption. Implementation Complete! ® Project Close ® Begin working with DSI"s Legendary Support learn (LST)for ongoing user question Sample consulting engagement cv CD Our primary goal is to exist your tearn in their transition to a new solution.Through our interviews with key M staff,we will identify your objectives to focus can during our stay. Below you'll find an example schedule of a typical consulting en a ernent.lirne ingested into each phase varies based can client need. Discovery Phase cn The discoverphase is fypiccrlly aphone orweb inter view that fypiccrlly lasi.s acouple of hours ® Interview maintenance and operations rnana erstsupervisors,technicians, operators ® Overview of application with key stakeholders A ® Define workflow and use-case within the application ® Discuss change rnana ernent and strategy Data Loading and Configuration UJ Preparing Dal.a is rr key component of fie service and requires client input.,but. fie consultant will take care of the y restl ® Data review of existing data frorn previous CMMS systern or data sets m ® Map current data into IDS setup and format � ® Configure CIS Map Settings rciu ,e olufl=,#tt .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.451 C.7.b Dudes _,, N w,fe 'o r Sm,,r t e r 0 pof ,tfons Solutions ® Review Map Layers ® CIS Layer Configuration and Syncing Asset ® Determine priority of data load to rneet use-case ® Review data in AE and discuss data rnanagernent � Lase-case setup and PM training Sel.up workflow fa rneef use-curses and begin PM frcrining y ® Refinernents to configuration,workflow and data as needed y ® Guild workflow to rneet agreed use-cases ® Refine Request/Work Order ternplates to capture required data c ® Training can creating and maintaining Riffs with application Adrnins and Supervisor Elands-ors Deer Training User frcrining sessions by user role or frrncfian and fypiccrlly lcrsf up fa 90 rninrrfes far up fa 10-15 user's ® brain end users-supervisors,technicians and requestors ® Fonds can training of reactive workflow with Supervisors = ® Mobile or Desktop training available for rnost user roles Evaluation c� At the conclusion of the consulting service,the consultant will forward notes to your project coordinator X capturing what was accomplished and any recornmended next steps.The project coordinator will schedule a follow-upcall within 2 weeks of the consulting service. Ongoing communication until the project is corny Iete will - p J p be through your Basecarnp project. Post Enablement Support CD cv Affer dal.a is loaded fie crccouni. configured and users are frcrinerl fie sysfern is ready fa r oll-oul. r� cv ® Support go-lire-adjust configuration, provide additional training and data entry support ® Review aspects of AE planned for future use � ® Define follow-up tasks and next steps .(n ® Define Past Launch Support point of contact Project Assumptions DsSI has rnade the following general assumptions in this SOW to derive the estirnated cast for this project. It is c� the responsibility of Client to validate these assumptions and responsibilities before signing the Acceptance. Deviations frorn these assumptions may irnpact DsSI"s ability to successfully cornplete the project. Any changes y in scope, schedule,or costs will be docurnented by the Project Coordinator,whether there is a cast irnpact orUJ not. ¢' ® DsSI is not responsible for delays caused by rnissing data or other configuration information that is required to be available pricer to the consulting service. Having the requested data and configuration information available pricer to the consulting service may rninirnize delays so progress can be rnade quickly. ® DsSI is not responsible for updating or making configuration changes to the client CIS data rciude o ufll,#ff .:.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.452 C.7.b Dudes _,, tw,re 'o r Sm,,r t e r 0 per ,t1ons Solutions Client Assumptions ® Configuration and data options may Crary based can the version of Asset Essentials and the corresponding service level that was purchased. ® Client will have access to CIS systern. Ar"cGIS online Vier/aer licenses may be required. ® Client will have access to personnel can their side to rnake changes to GIS. ® CIS layers should all have unique narnes and global ICrs for Asset-syncing to be successful. y ® Client rr department is responsible for ensuring access to rnobile devices, internet connections,email access and web link access to the application(s) y ® The client will schedule tirne for the appropriate resources to be available to the consultant for all scheduled consulting activity.The success of this process is dependent on the attendance and full c 0 engagernent of the key stakeholders.The client will also provide a dedicated roorn or area with 0) adequate technology for a successful consulting service, including but not lirnited to rnonitortprojector, cornputersttablets, quality phone connection,and wireless internet access. y ® All key stakeholders who will take part in the goals and objectives and data portions of the consulting service have attended the recornmended virtual class roorn trainings pricer to the service. ® Prior to the consulting service,the client will provide data for each record typo in Excel or CSV format in one file and one shoot with one record and its associated information per rove. U ® If there is no existing Asset data,the consultant will guide the client to focus on safety and location- based Riffs and inspections. ® Rescheduling or cancellation of the service within 2 weeks of the scheduled delivery date will result in a $500 rescheduling foe. W W Charge Controls Parties may agree to rnodify the Services through a written change order specifically referencing this this applicable Staternent of Work. Such change order will becorne part of the applicable Staternent of Work when executed by both Parties,and the services described therein will becorne part of the Services. CD cv You may request that CsSI add services not in the Specifications by submitting a written proposed change order to CsSI. CsSI shall negotiate in good faith regarding change order price and shall not require rates higher than those sot forth in the Investment page. Such change order will becorne part of the applicable Staternent of � Work when executed by both Parties, and the services described therein will becorne part of the Services. c Special Terms for Asset Essentials: c� Asset Essentials pricing is based on a rnaxirnurn storage lirnit of 20OGB of data. Data storage that exceed 20OGB may subject to an additional foe of$200 per year per additional 20OGB of storage. UJ cn,u des o Iutnori .;.,,co m 11000 Regency Pkvvy#400 l Cary,NC 27518 T Packet Pg.453 C.7.b Dudes _,, tw ,re 'o r Sm,,r t e r 0 er ,t1ons Solutions Capital Predictor Enterprise Model Development - Statement of Work Starter Package Purpose 0 The purpose of the Capital Predictor Enterprise Model Development,as scoped herein, is to build the working � first-generation asset lifecycle rnodel*required to realize the value that a Capital Predictor Enterprise subscription has to offer in support of the Client's infrastructure investment planning processes.To facilitate this outcorne, a Dude Solutions"(DsSI)Selected Consultant(Consultant)will use their expertise along with the �+ Client's provided data and input,to develop a lifecycle rnodel. Value By partnering with Dude Solutions,you are provided expert consulting and configuration of Capital Predictor Enterprise. In surnrnary,the scope of the proposed Capital Predictor Enterprise Model Development Service include: c� ® Consultant to build lifecycle rnodel(s)for the asset class(e)identified in this SOW and using the Client's 0) data; °) ® Client data loaded into the lifecycle rnodel(s)in Capital Predictor using the asset class(es)identified in this SOW and using the Client's data and input; ® One(1)rnonth of online support provided directly by the Consultant.This service is deigned to provide '✓ Client staff with assistance in rnatters related to reporting;troubleshooting,and refining the previouslyCD cv delivered lifecycle rnodel(s); r� cv *A"first-generation lifecycle rnodel"is a fully functional Capital Predictor Enterprise lifecycle rnodel that can be used to present reports and explore the functional aspects of Capital Predictor � Enterprise software. However,the terrn'first- eneration" is used to qualify that the while the rnodel is .0 built using the Consultant's expertise, it may nest yet be rnature or accurate enou h for actual 0) decision-rna king purpose since additional client input is required.Also note that a single rnodel 0) applies to a single asset class. For example,a rnodel built for pavernent would not include information about si na e or street markings. W 76 Per this scope of services,a lifecycle rnodel will be developed for the asset class(es)identified below: ?Facilities Methodologyand Approach .. Task 1m Pre-Workshop kick-off Meeting and Preparation rcn,u des o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.454 C.7.b Dudes _,, tw,re 'o r Sm,,r t e r 0 per ,t1ons Solutions Consultant will work with the Client's designated Project manager to facilitate a Dick-Off meeting and prepare thernselves and the Client's project tearn for the data gathering. Sub-Task U: kick-Off Meeting — c� [Remol.e Task.up to Z hours dur al.ian] The purpose of the Dick-Off meeting is to: y UJ 1. Review project goals and objectives; y Z. Review data requirements; y 3. Review available data sources and decision support criteria; 4. Address any scope, logistical, or scheduling questions. 0) Sub-Task 1.2m Initial Model Preparation 0 [Remol.e Task.drrr al.ian is as needed,nat to exceed 16 hours] W Project preparation tasks during this phase of the project will include: 1. Consultant will review relevant information provided by the Client, including data sources(such as GIS), � decision support processes,capital plans,assessment reports, and other information that will be beneficial to the project outcornes. Consultant will advise Client of any scherna or data changes required for a successful rnodel.Consultant may rnake assumptions or calculate additional fields so the rnodel may proceed to be built in a tirnely manner if required changes to source data are nest completed by the 0) Client in a tirnely manner. CU Z. Access to DSI online Capital Predictor Enterprise resources will be provided.An ernail will be issued to designated Client staff with links to access the software, Knowledge Base, and eLearning videos. A rneeting with a Client rr representative may be necessary if there are any installation questions. cv CD cv m Client Responsibilities 1. Designate a Project manager.This person will interact directly with the Consultant to sot rneeting tirne , � coordinate staff,direct feedback,approve invoices and other tasks as required to help keep the project .(n on tack. 0) Z. Determine who will participate in the data gathering and rnodel review. DSI suggests that participants include bath personnel who are actively involved in capital plan decision making and personnel who are responsible for managing data that contributes to the decision-rna king processes. � 3. Determine and a»ornble data sources that will be used in Capital Predictor Enterprise.This should include any existing condition ruing systerns,decision support criteria used to determine repair, 0) rehabilitate, &replace, and budget&capital planning strategies.These resources will be provided to y the Consultant for review pricer to the initial rnodel preparation. � 4. Complete data scherna and/or data updates recommended by the consultant and provide updated data y to Consultant. a. Consultant will host any required rneetings wing online screen sharing software( ebEx,Zoorn, or � sirnilar).The Client is responsible for ensuring rernote access for all Client participants. r„tu des o Iutno r .;.. ,_,gym 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.455 C.7.b Solutions Defiverables 1. A rernotely facilitated Project Dick-Off meeting, up to two(2)hours in duration,to be facilitated by DSI' Solutions Consultant and attended by applicable Client and Consultant tern rnernbers. c� Task 2m Lifecycle Model Buildingy [Rernote Task:Two-day duration] y Consultant will utilize Client data and input to refine the asset lifecycle rnodel for the scoped asset(s). 0 0) The format is as follows: 0 1. Initial Model Presentation and Discussion 0) Workshop Session 1 (3 hours) Participani.s,Senior Managers,,Asset Sysl.en Managers and their designee(s), GIS staf, Pr ojed Manager U m Consultant will step the workshop participants through the initial rnodel,explaining the criteria used and cn the results.This will include: 0) 0) a. Treatment pararneters.The type of treatments that are currently being used,criteria for triggering treatments,and treatment effects. b. Service State(aka Condition)criteria. Criteria for determining the service state of assets, including condition scoring, likelihood of failure, age, and other criteria as it would be used for decision making. c. Lifecycle criteria such as material,size, location, era of installation,and other criteria that contributes toward defining the life expectancy of assets. d. Degradation Profile.The deterioration curare of the asset(s). e. Decision criteria.Additional decision criteria other than service state that will be used in (n the lifecycle rnodel. Examples include material, criticality,capacity, location etc. f. Decision Model. Hew all the criteria corne together to trigger treatments and their effects in a decision 0) rnodel. °) 0 g. Casting data for each treatrnent,which are determined in the unit of rneasure for the asset(s). h. Budget caps.At least one simulation should be built can existing budgets. Other simulations may be c� created that Crary the budget arnounts. I. Data structure. Evaluate how the Client's data matches up to the decision criteria. make note of y modifications that may need to be performed. j. Forced projects.Any projects that the Client is already committed to may be identified and forced to 0) happen in the designated year in the rnodel simulation. � Client will have the opportunity to provide some input for the rnodel during this session,which may be U incorporated at the Consultant's sale discretion to further enhance the initial rnodel. r„tu des o Iutnorr .;.. ,_,gym 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.456 C.7.b Dudes _,, tw,re 'o r Sm,,r t e r 0 per ,t1ons Solutions Client Responsibilities 1. Consultant will host the rneetin s using online screen sharing software( ebEx,Zoorn, or sirnilar).The 9 Client is responsible for ensuring rernote access for all Client participants. .2 Z. Client staff should arrive prepared with all digital and paper-based information deerned relevant to the y workshop. Defiverables c 1. Rernote Workshop session facilitated by an CsSI Selected Consultant as described herein. Z. Capital Predictor Enterprise rnodel file as developed. S. Copies of any data that has been modified during the process. 0 Task m Post Workshop Support [Rernote Task: duration is as needed, not to exceed 16 hours] During the one(1)rnonth perked irnrnediately following delivery of the first-generation Capital Predictor Enterprise lifecycle rnodels,the Consultant will rernain the primary contact for support as it becorne desired by the Client staff who participated in the Cask Z workshop.The purpose of this support 0) perked is to provide Client staff an opportunity to ask questions can the lifecycle rnodel(s), reports,data, or other material deerned necessary by the Client to extend the value of the Capital Predictor Enterprise subscription. This support is in addition to CsSI"s standard support services. 1. All support will be provided through ernail,scheduled online rneetin s, and phoneCD conferences.The Client Project manager will schedule the support activities with the CsSI Solution Selected Consultant pricer to each event. Z. At Consultant's sale discretion,the Consultant may engage in Borne additional development of lifecycle rnodels, reports,or other material in consultation with the Client as deerned appropriate. 0) S. Support are lirnited to staff who participate in the workshop, but the services provided by Consultant > during this phase include help for workshop participants to communicate to other Client staff. � c Project Assumptions CsSI has rnade the following general assumptions in this SOW to derive the etirnated cast for this project. It is y the responsibility of Client to validate these assumptions,which include Client responsibilities before signing the Acceptance. Deviations frorn these assumptions may irnpact CsSI"s ability to successfully cornplete the 0) project.Any change in scope, schedule,or casts will be docurnented by the Project Coordinator,whether there � is a cost irnpact or not. ® DsSI and Consultant are not responsible for delays caused by rnissing data or other configuration information that is required to be available pricer to the consulting service. Having the requested data and configuration information available pricer to the consulting service may rninirnize delays so progress cn,u des o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.457 C.7.b Dudes _,, N w,re 'o r Sm,,r t e r 0 per ,t1ons Solutions can be rnade quickly. ® Client shall use best efforts to Identify of all project-related key information to allow the project schedules to begin can tirne.Any changes to key information after Project kickoff may require a Change Controls. ® (parties agree to provide tirnely responses to task-related ernails or phone calls to enable can-tirne cornpletion of all assignments. W ® At least 24-hour notice cancellation shall be given by the (parties if required rnernbers for any scheduled y rneeting cannot attend.This shall allow sufficient tirne to cancel/re-schedule the rneeting as soon a � passible to keep the project can schedule. y ® Prerequisite data gathering,which may relate to an orientation call or requirernents gathering rneetin , c rnust be cornpleted pricer to the scheduled rneetin .A productive rneeting requires that the data W gathering be cornplete in advance of the rneetin . Charge Controls y (parties may agree to rnodify the Services through a written change order specifically referencing this this applicable Staternent of Work. Such change order will becorne part of the applicable Staternent of Work when executed by both (parties,and the services described therein will becorne part of the Services. You may request that DSI add services not in the Specifications by submitting a written proposed change order to CsSI.Such change order will becorne part of the applicable Staternent of Work when executed by both Parties, and the services described therein will becorne part of the Services. X 0) 0) Excluded from Services For the avoidance of doubt,the following services are not included: cv ® Unless otherwise included in the Consulting service,evaluation of your current practices, policies, CD procedures,or personnel for the purposes of performance or other irnprovernents. cv ® Troubleshooting any issues related to your IT infrastructure, including cornputer software not provided by Dude Solutions and/or CIS or other systerns. � ® migration of data frorn other systerns or locations, unless specified on the Order Forrn. cn ® Updating any of your source data. ® Export of data to any other systerns or third parties other than those specified on the Order Forrn. ® Training in Capital Predictor softwaretrnodel development. A Milestone Billing-Invoice Schedule � Invoicing for the Capital Predictor Enterprise model Development service will be provided as delivery UJ milestones are cornpleted. Below is the schedule for the billing milestones and the related percentage. y rcn,u ,e s o I utnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.458 C.7.b Solutions Ca itai PredicWr Enterprise t o ed Devellopment Description Percentage Millestoneu ff7 Kickoff and Data Gathering Kickoff me etina and initial model preparation (Truk 1) 50`f`f, Workshop Sessions and Wrap Life cycle model building, workshop sessions and wrap up (Truk 2) 50`f`f, W 0 0 c� cv CD cv M cv c� 0 c� cil,u des r=, Iutnovi .;.,,co m 11000 Regency Pkwy#400 l Cary,INC7a18 T Packet Pg.459 C.7.b Solutions Facility Condition Assessment Scope of Work Purpose Crude Solutions"("DSI")facility condition assessment("FCA")is a visual assessment evaluating the facility systerns based can the following Standard Scope of Work("SOW"). This FCA service will collect data can rnajor y facility assets, as well as provide narratives that surnrnarize assessment observations and cornments. An inventory of Equipment Iterns as well as a forecast rnodel of upcorning Systern/Sub-Systern replacernents will be imported into CrSI"s work&asset rnan� ernent,capital forecasting and capital prediction software solutions as °� p p p set forth can the applicable Order Forrn. 0 Value partnering with CrSI you not only gain the engineering expertise of CrSI"s Service Providers;you also are yp y yg p provided with assurance that the data collected as a result of the facility condition assessment is properly integrated into your CrSI software applications. CrSI has successfully cornpleted rnore than 800 projects ranging U frorn Facility Condition Assessments,Asset Inventory Collection(including barcoding)and preventive maintenance schedule creation. Our methodology provides you with confidence to rnake better data, decision- making can both short-terrn and long-terrn capital investment needs of your organization. X Defiverablesw All RCIt"s will include a deliverable containing the following iterns: CD C ® Narrative report with descriptions of rnajor systerns and corresponding condition ® Primary digital photos of key cornponents and deficiencies are included in the narrative cV CD cv ® 20-year capital Reserve table with Systern/Sub-Systern replacernent casts and dates cv ® Irnport of Systerns-legal detail into client's CrSI capital forecasting/prediction solution ® Irnport rnajor Equipment Iterns into client's CrSI work&asset rnanagernent solution. � c� Methodologyand Approach > A Certified CrSI Service Provider will collect,docurnent,and analyze the facilities assessment data to achieve the following: ® At the start of each building or facility assessment we will interview client's staff to understand what A irnprovernents have been rnade in the last three years,what irnprovernents are planned in the next three years and known problerns that may exist. � ® Inventory all rnajor building equipment including quantity,size, asset tag nurnber, manufacturer, rnodel and serial nurnber. ® Identify deficient conditions in terrns of deferred maintenance and building condition. ® Provide a reasonable cost analysis for the above-rnentioned efforts. ® For single building projects, provide a report for the property that details the assessment data. ® For rnulti-building projects,data will be collected frorn every building in the portfolio.The narrative report will include an executive role up for all sites included with the service. cn,u des o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.460 C.7.b Dudes _,, N w,re 'o r Sm,,r t e r 0 per ,t1ons Solutions The field data collection will be performed at an individual and systern legal as described below: 1. Detailed data collection of individual equipment iterns will be captured to build an equipment inventory which will be imported into CsSI"s work&asset rnana ernent solution as defined in the Asset Inventory and Systern/Cornponent table below. 2. A condition assessment of rnajor building systerns, including I-VAC, Electrical, Plumbing, Roofing,Site y Raring,Vertical Transportation,Structural and Building Envelope to be imported into CsSI"s capital forecasting/prediction solution as defined in the Asset Inventory and Systern/Cornponent table below. 0) 1. I-VAC equipment iterns only will also be tracked in the capital forecast or prediction solution as specific Sub-Systerns. For these iterns, Make/Model/Serial Nurnber will be captured and tracked in the c W Equipment Inventory,and the itern will also be included as a Sub-Systern. 2. All other rnajor Systerns will be collected at the Systerns Legal in DSI"s capital forecasting solution as a general Sub-Systerns. 0) Asset Inventory rid Systems/Component Table The following table defines the standard SOW that will be followed to capture the equipment data used to build = U the Equipment Inventory,which will be imported into the Work&Asset Mana ernent Solution as well as the Systern-Sub-Systern data used to build the Capital Reserve Table that will be imported into the capital forecasting or prediction solution. Mn Table iumn Meader Descriptions Individual or Systern Legal Capture ® Individual = Itern will be collected individually ® Systern= Itern will be grouped by systern or sub-systern, location will correspond to the associated CD building structure M Itern Represented in Capital Forecasting or Prediction solution`?Y/N ® No=Cost information related to individually captured iterns will be provided at a systern or sub-systern � level only in capital forecasting or prediction solution .0 Included in Equipment Inventory`?Y/N 0) 0 ® No= Itern will not be setup in the work&asset rnana ernent solution *lterns captured as a systern will be setup as a single equipment inventory itern so that work can be A tracked against it. U r„tu des o I utnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.461 C.7.b Solutions i41 )4�)1 ll y t,13 y ,s 1 4 tYst}4 lv ( ...... 1 � y +yy ) 3,l11 �;,kr„i ryS i,v+}<.,+ L ,t s` „I ,. t t s \ i ,r ,t,t ',u,Ylt a !. t { „t,-} i +,(1 i, i..+,?; .1 „+I,, !f ,i sl,a t t t ! ! ! ! ..! ! ! !_ ! f• f� , (. ) .). , ,, .. , �+ ,1 l l 1,r s + +t t t,,7s111111:51�151�:SS t t y r�s,,�.,�,�,�\,,A,,A,,A.,A,,A,A,A,,A,,A,,A.,A,,A,, !„ttltl,,l1\1�111�1�1�1�1v, .!„ttlthl\1�111�1�1�1�\�1�1�1�1�1�1�V�\f,,�s,s„tvv�,��vvvvvvvvvv,v,v,,�,,��,vvvvv,vt MM\MMMO\N,`,,(., Exterior Systems Exterior Doors System Level Yes No Exterior Walls (Finish) System Level Yes No Exterior Windows System Level Yes No Roofing System Level Yes No y 0) Electrical Automatic Transfer Make/Model/Serial number will be Individual No Yes U Switch captured when available M CD Electric Door Individual No Yes Exterior Doors Only Systems X Emergency Must be Permanently Installed, does Individual No Yes CU Generators not include mobile units CD Maid Distribution Individual No Yes Primary panel bringing utility into Panels building only cv CD cv Motor Control "9 Individual No Yes Centers r Switch ear Individual No Yes Transformers Individual �o Yes Primary Service to Building(Must be Client Owned) Breakers, switches c� Not Included in Service or starters " Individual light y Uj fixtures(emergency, Not Included in Service � exterior,etc,) (n Motors Not Included in Service Portable Not Included in Service Generators rciut,e o(t tnori .;.,,con 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.462 C.7.b Solutions af� i�; yJ t41 �S,yl V{{ ,7,c rt jt,Yv tl(YitiJ) \ir i,;:,lit � 4 St'IJ ,} ,, fi}, s }{ il, rt is{+{J}1S Sst SY 1r Ir �i}f,£i ritr i } yt tlS V(} t, Vv{ 1)t rsri}1!!{1a 712i,,i; ii tS,yslliS,;S,Y+i l�,s< i vA({« t J1J;tJ 1,{alas }r 4si\Y lts 1 \{ Iva1y>'i fy s „l, t Nw„ ,( Stir I ii '", W r 1:�,,.tr: It\ r tkrrrrrrrrrrrrrurrtrrrrrrrrrrurrt t S.a1f„,/ditlllVV}��'\\ ��1, t r 4 ri1yS,�A.rAtotemr�,r�a�,r�t�t�,r�,r�,r�a�,r�,r („vvll�=,�� ,i„vvillV,V,llllllllllUUV,V,llllllllllUUV,V,VII,,t},S„tttJ,J'tttttttttt=t=t=t",yttttttt ��',,t•, Secondary Electrical Not Included in Service Panels y VFDs Not Included in Service Emergency Rack System Level Yes Yes Cost model based upon building SCE Up Lights FT cost 2 Lighted Exit Signs System Level Yes Yes Equipment Commercial Laundry(washers, Individual No Yes � dryers) Client-Owned, Permanently= Commercial Trash Individual No Yes installed facility infrastructure units Compactors oc71y W Residential Type Residential Washer/Dryers, Appliances, Shop Not Included in Service Refrigerators, Microwaves andTools and Equipment Ranges Not IncludedCD M Exterior Enclosure Garage Door& Commercial Type Garage Openers Garage Door Individual No Yes Only(Excludes Residential single > Opener care garage doors) Fire Protection c� Eyewash/Safety Individual No Yes Permanently Installed Items Showers Main Fire Pump and Jockey Pumps Uj Fire Pump Individual No Yes � greater than 1 HP y Main Fire Panel Individual No Yes Fire valves, Not Included in Service Included in Alarm System SF Cost � hydrants rcn,ut,e o Iutnori .;",,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.463 C.7.b Dudesa_,, N w,r at 'o r �w m,r t e r 0 pe ,t 1 o n s Solutions t r, !a af� i�;J % t41 �S,yl V{{ ,7,c rt jt,Yv tl(YitiJ) \ir i,;:,lit � 4 St'IJ ,} ,, fi}, s }{ il, rt is{+{J}1S Sst SY 1r Ir �i}f,£i ritr i } yt tlS V(} t, Vv{ 1)t rsri}1!!{1a 712i,,i; ii tS,yslliS,;S,Y+i l�,s< i vA({« t J1J;tJ 1,{alas }r 4si\Y lts 1 \{ Iva1y>'i fy s „l, t Nw„ ,( Stir I ii '", U) r 1:�,,.tr: It\ r tkrrrrrrrrrrrrrurrtrrrrrrrrrrurrt t S.a1f„,/ditlllVV}��'\\ ��1, t r 4 ri1yS,�A.rAtotemr�,r�a�,r�t�t�,r�,r�,r�a�,r�,r („vvll�=,�� ,i„vvillV,V,llllllllllUUV,V,llllllllllUUV,V,VII,,t},S„tttJ,J'tttttttttt=t=t=t",yttttttt ��',,t•, Smoke detectors, Not Included in Service Included in Alarm System SF Cost y horn strobes ur FDs System Level Yes Yes y Fire Alarm System System Level Yes Yes Barcode applied to Main Fire Panel Fire Extinguishers System Level Yes Yes Specialty Fire Suppression System Level Yes Yes Kitchen=Style Suppression System � System Sprinkler System System Level Yes Yes � HVAC Air Handling Units Individual Yes Yes Includes Rooftop and Ground � x W Boilers Individual Yes Yes Building Automation Individual Yes Yes System cv CD Chilled Water cV Individual Yes Yes r� pumps Chillers Individual Yes Yes c� Cooling Tower > Individual Yes Yes a) pumps c Cooling Towers Individual Yes Yes c� Deaerators Individual Yes Yes Energy Recovery y Individual Yes Yes Units Uj 0) Exhaust Fans Individual Yes Yes Rooftop Only Exhaust hoods Individual Yes Yes Furnaces Individual Yes Yes Non=Residential � cil u des o I utnori .;",,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.464 C.7.b Dudes++_,, N w ,re 'o r SItr ,,r t e r 0 eI ,tIons Solutions i41 )4�)1 ll y t,13 y ,s 1 4 tYst}4 lv ( ...... 1 � y +yy ) ls,i t{},), i vt,�{)`t + IiyX It i It�t ,try 4+i 1) (+tlt 3,l11 �;,kr„i ryS i,v+}<.,+ L ,t s` „I ,. t t s \ i ,r ,t,t ',u,Ylt a !. t { „t,-} i +,(1 i, i..+,?; .1 „+I,, !f ,i sl,a t t t ! ! ! ! ..! ! ! !_ ! f• f� , (. ) .). , ,, .. , �+ ,1 l l 1,r s + +t t t,,7s111111:51�151�:SS t t y r�s,,�.,�,�,�\,,A,,A,,A.,A,,A,A,A,,A,,A,,A.,A,,A,, !„ttltl,,l1\1�111�1�1�1�1v, .!„ttlthl\1�111�1�1�1�\�1�1�1�1�1�1�V�\f,,�s,s„tvv�,��vvvvvvvvvv,v,v,,�,,��,vvvvv,vt MM\MMMO\N,`,,(., Make/Model/Serial number will be W captured for both interior and y Uj Neat Pumps Individual Yes Yes exterior when accessible;otherwise 0) it will be captured as one single cost and item < 0 0) Nat Water pumps Individual Yes Yes Make Up Air Units Individual Yes Yes 0) Package AC Units Individual Yes Yes Includes Rooftop and Ground Ductless Split Systems will be captured as one single item. The � Split Systems Individual Yes Yes barcode will be located on the exterior unit " c� Unit Heaters Individual Yes Yes Included in the service and quantified based on client supplied Fan Coil Units* Individual Yes Yes data and/or drawings ac71y. *No �-- visual capture. CD cv Included in the service and cv quantified based on client supplied Unit Ventilators* Individual Yes Yes r data and/or drawings only. *No � visual capture. U) Included in the service and � quantified based on client supplied V V Boxes* Individual Yes Yes data and/or drawings only. *No visual capture. 12 Window Units Not Included in Service 0) Radiators Not Included in Service � Thermostatic Not Ic7clLaclecl in Service Controls Interior Systems rcn,ut,e s o I utiori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.465 C.7.b Dudes++_,, tw ,re 'o r Sm,,r t e r 0 er ,t1ona Solutions i41 )4�)1 ll y t,13 y ys 1 4 tYst}4 lv t i,,yIl ( ...... 1 � y +yy ) 3,l11 �;,kr„i ryS i,v+}<.,+ L ,t s` „I ,. t t s \ i ,r ,t,t ',u,Ylt a !. t { „t,-} i +,(1 i, i..+,?; .1 „+I,, !f ,i sl,a t t t ! ! ! ! ..! ! ! !_ ! f• f� , (. ) .). , ,, .. , �+ ,1 l l 1,r s + +t t t,,7s111111:51�151�:SS t t y r�s,,�.,�,�,�\,,A,,A,,A.,A,,A,A,A,,A,,A,,A.,A,,A,, !„ttltl,,l1\1�111�1�1�1�1v, .!„ttlthl\1�111�1�1�1�\�1�1�1�1�1�1�V�\f,,�s,s„tvv�,��vvvvvvvvvv,v,v,,�,,��,vvvvv,vt MM\MMMO\N,`,,(., Interior Ceiling System Level Yes No � Interior Doors System Level Yes No Interior Floor System Level Yes No 0 Interior Walls System Level Yes No 0) Kitchen 0 Dishwashers Individual No Yes Commercial=Styr, non=residential 0) Freezer(talk In, Individual No Yes Reach In) _ Grease Traps Individual Na Yes Will not receive� P�arco�e if barcoding services is included c� Large Kitchen w Individual No Yes Valued above$2,000Equipment � Oven, Stoves Individual No Yes Refrigerator(talk Individual No Yes Commercial=Style, non=residential CD In, Reach In) cV M cv Broilers, Grills, Individual No Yes Valued above$2,000 Fryers c� Counter Top > Not Included in Service Appliances c Cutlery Not Included in Service Tables, Racks Racks Not Included in Service " Plumbing Domestic Nat Water 80 Gallons and Above. Does not y Individual No Yes y Heaters include Instant Nat Water Heaters Domestic Water Ic7cliviclLaal Na Yes 1 NR and above � Booster Pumps U rcn,ut,e o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.466 C.7.b Dudes++_,, N w,re 'o r SItr ,,r t e r 0 eI ,tIons Solutions i41 )4�)1 ll y t,13 y ys 1 4 tYst}4 lv t i,,yIl ( ...... 1 � y +yy ) 3,l11 �;,kr„i ryS i,v+}<.,+ L ,t s` „I ,. t t s \ i ,r ,t,t ',u,Ylt a !. t { „t,-} i +,(1 i, i..+,?; .1 „+I,, !f ,i sl,a t t t ! ! ! ! ..! ! ! !_ ! f• f� , (. ) .). , ,, .. , �+ ,1 l l 1,r s + +t t t,,7s111111:51�151�:SS t t y r�s,,�.,�,�,�\,,A,,A,,A.,A,,A,A,A,,A,,A,,A.,A,,A,, !„ttltl,,l1\1�111�1�1�1�1v, .!„ttlthl\1�111�1�1�1�\�1�1�1�1�1�1�V�\f,,�s,s„tvv�,��vvvvvvvvvv,v,v,,�,,��,vvvvv,vt MM\MMMO\N,`,,(., Not Water Storage C Tank Individual �o Yes y Uj Main Baekflow Includes Domestic and Fire Individual No Yes Freventer Suppression 0 Sump Pumps Individual No Yes 0) Fixtures System Level Yes No Filters Not Included in Service °) Strainers Not Included in Service Valves Not Included in Service CD Site Improvements X Drainage Systems System Level Yes No CD Parking, Paving, SidewalksSystem Level Yes No cv CD Under the floor, behind the wall cV related items-electrical distribution, Utilities System Level Yes No Domestic water/sewer NV C Ductwork, Cost per sq.ft,estimation for replacement/rehab. c� Vertical " Transportation Dumb Waiter Individual No Yes Uj 0) Elevators Individual No Yes (n Escalators Individual No Yes rcn,ut,e o I utiori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.467 C.7.b Solutions For the Equipment Iterns and Systerns/Sub-Systerns listed in the Asset Inventory and Systerns/Cornponent Table above,the following attributes will be captured as follows depending can whether the itern is included in the Equipment Inventory and/or as a general or Specific Systern Component of the Capital Forecast or Capital Prediction solution: � )i yiJ +? i t i � -;t It •.(( i is � i Sj( S sysa i y 71j`, iS ty ti 4r r i s � rs t'J r1f( �i�.,,)'�{r`, iy � i}7j +t}�}y �j� is 4�t F,{;i li y. \ s } ri111 }4 s _ t� I( yi t t •, (A t� ( � s I! slylts'ri}r ic,?} t4sy s is rtyi `'lryttlt! y ltr tJ ? Py y ";tit ' yi+lJ;(i ii� S< <t} ,l,elt {}ity iit t tFy�>,�t st,: 1st,,,fit,fs, stsilsi +t i,�11� ( ti I1 t tl;�bi i .fit„t,'t`It�tit,,;�\f t}{s t t,r. i tt, s r. i s 1>41 1 1f csl�J.,n 1{Y fit?}t i•'sy S y ,}�r � 1(i � 1�(t;{2 t,i }c t.t�)) tt s'I si�14?Atc}t, � t t ti£ j I) i 1 s A f ?t t 1 1 IS t, SI SA. is 1 yi .• yl t. t yi"'�,i}tr V\!ii'�y'ya tS )}ys }t.-_i �) (rF (\t}; 4 7 l�,,._ t}�7tt$F ,111 }°S�lV7jtltiyllljtt,�}S+jt�l1+jt ill+jt sill+jt�l1+jt�lYtj �l1+jt�lY yt,tt�.;.1 r ? , .i i sit,}}� 4+ yt�„4yilt�l S i;ti( S St {ht(s< t tiyA � s ,.. Ya 0 N Corresponding Equipment Item Dumber Y N Equipment Item Number will replace Sub=System ID U- N* c� Corresponding x System=Component ID N Y Equipment Item CU Number will replace Sub=System ID Site/Location/Building CD N Y Y Y N (Name � cv Description Y Y Y r System/Sub=System N Y Y .(n 0) Classification/Type Y N N a) 0 Unit of Measure N Y Y c� Quantity N Y Y Unit Cast N Y Y Uj N* y anu/ odel/Serial .. Y N Will be included can Numbers Individual Equipment � Record cil u des o I utnori .;.,,com 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.468 C.7.b Dudest_,, t w,re (o r �w m,r(e r 0 pe ,t 1 o n a Solutions �'fi{ srtitli ( }iff rtr}i sr\s !1\{tl{�S�f }itvt$'}fi {!J si its lsr 5 7{4;51\ s „$�iS rirr isl it �jt{siren y}tivf s) '{� (s �\ ss ! s,,72 $s t t\1sst,i;;1` srsi r sJt,_st ({ 1 4'1(i�l,'r',Iri ss(,,l)4 ss( yl,�r\} riit rii,' s $1r=!pis rt ilr v$',l s rs y it /t} st l�r'i�i)yly ,itS4 syf{}f,�`;7Sti{Ii !. r,: Stripitb ir! i5� tr,ttt) $1�$ v ft !rc � 1 I S� Jissf slf'. 1{{t{r4I',Ir s iiii`t i..�,t) )r 47$ �1 St t14 Nrrs I4! I tis„lri ll S" sa{ rsfstvir! i 1is" +Ir{a{ttt - als/first ss r .. ss r ij 4 t 1 i( fire t { }1,r s r!4 r {s: s ft�� yt $r tly slv } ;i sew s J is 4 t y rS f!9 ;i,$ ri tf '`fife is r, �{ s s ,)„r l\1 Jp. s VAII,'S ;k / / �s � �....vs 11 ts,11,ts;A,ts,v+,.. .� 1—.5 � S � S �..S Y OEM �,i�i ,r,, ,r ,r r tr;3 ,y r r v,,,,,� �, �, � UUUu UUUu UUUu UUUu UUUu UUU� UUUu, UUUu, r 1J�y1�{ { { i,�w�� { { {�w��= {�w��< � Tag Y N N (if available) W Date In Service Y Y Y 0 (if available) Condition Y Y Y Estimated Replacement Y Y Y Cast Estimated Next Y Y Y Replacement Date Life Cycle Y Y Y X Included in 20=year Capital W N Y Y Forecast? Evaluation CD cv lathe conclusion of the assess rnent(s),the DSI Service r� cv Provider will prepare reports as described above that include: ® A general description of the property and irnprovernents and cornment generally can observed conditions. > ® Cornments for cornponents that are exhibiting deferred maintenance issues and provide estirnates for "irnrnediate"and "capital repair"costs based can observed conditions,available maintenance historyand � p p industry-standard useful life estirnates. If applicable,this analysis will include the review of any available docurnents pertaining to capital irnprovernents cornpleted within the last three years,or currently under � contract.The DSI Service Provider shall also inquire about available maintenance records and procedures and interview current available can-site maintenance staff. y ® It schedule for recornmended replacernent or repairs(schedule of priorities). ® Address critical repairs separately frorn repairs anticipated over the terrn of the analysis. y ® It FC I index nurnber for each building. y ® It twenty year capital plan with an Executive Surnrnary with graphic presentation of results to provide a quick, "use friendly"surnrnary of the property's observed condition and estirnated costs assigned by category. Cost Estimating r„tiut,(t t c Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.469 C.7.b Dudes _,, tw ,re 'o r Sm,,r t e r 0 per ,t1ons Solutions Each single building report will include an etirnated cast for each Systern/Sub-Systern repair or replacernent anticipated during the evaluation terrn.The capital needs analysis will be presented as an Excel-based cost table that include a s urnrnary of the description of each cornponent,the age and etirnated rernaining useful life,the anticipated year of repair or replacernent,quantity, unit cast and total cast for the repair of each line itern.A consolidated Capital Needs Analysis will be presented that include all anticipated capital needs for all buildings. 0) In addition to the detailed description of the deficiencies,we will provide cast etirnate for the deficiencies nested.The cast etirnate for capital deficiencies will be based can the etirnate for maintenance and repair. y Project rnanagernent costs,construction fee,and design fees will be derived using actual costs frorn previous projects, if available. 0) DSI Service Providers use the ASTM Uniforrnat II systern for categorization and a proprietary blend of national prevailing industry-standard cot rnodels for cost etirnating. DSI also maintains and update our cost etirnating systern with information received frorn the field. Through our construction monitoring work, � we have current cast data frorn hundreds of in-progress construction and rehabilitation projects. This allow us to project casts based can local conditions and to maintain a cot database that in rno t case is rnore current than published rnodels. Assumptions ® Average building square footage is greater than 10,000 sq.feet. If average square footage of all buildings to be included to receive the service is less than 10,000 sq.feet, custorn pricing is X needed. W ® All buildings are located within one primary geographic zone/region (Example-School District, Higher Education, main Uarnpus, and Town). If rnultiple or scattered locations across the state are to receive the service a custorn quote rnust be obtained.(Example- multiple Higher Education Satellite Uarnpuse locations,State Department Agencies) cv ® Residence Halls_A sarnpling would be based upon visits to approx. 20%of the roorns.When calculating the projected replacernent cast of the in-residence iterns,these iterns will be treated as a systern. A cost based upon the sarnpling will be generated for the systern. Individual in-roorn collection of assets would not be provided, if desired a custorn quote would be needed. ® Reconciliation of existing equipment in DSI work&asset rnanagernent solutions and updating of � historical records will not be performed. If reconciliation is required this is subject to additional costs � depending upon the arnount of change requested. ® Capture of Data plate information is subject to readily accessible, legible information plate. c� ® DSI tearn rnernbers rnake final determination of whether areas housing assets are safely accessible for data collection. ® DSI tearn rnernbers will not rnove assets or interfere with asset functionality to collect narneplate y information. ® All Data can SOW is captured at the asset level -subcomponents of assets listed can the SOW will not be y captured. ® Equipment not in service or identified as"Run-to-Rail"are excluded frorn data gathering service unless � inventory is required for cornpliance purposes. Client Responsibility cil u des o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.470 C.7.b Dudes _,, tw ,re 'o r Sm,,r t e r 0 per ,t1ons Solutions 1. Client will provide the needed Input, resources,and dcscurnentaticsn to support the tasks of the service and associated tirnelines for delivery of the service. 2. Any data to be migrated frorn client drawings or spreadsheets has to be provided to the DSI Service Provider within 15 business days of cornpletion of onsite activity. 8. Client will review and provide any feedback related to data sent to thern for review by DSI Service y Provider or DSI within 15 business days or unless otherwise determined. 4. If Data is not reviewed within the 15 business day tirne period DSI will a»urne that the Data provided by y the DSI Service Provider is approved and will load into the client's software. 0 a. Client will be responsible for scheduling and coordinating all rneetings and interviews involving other � tearns,departments, rnanagernent tearns or other necessary resources required for the success of this project. 6. Client will provide adequate access to working facilities(i.e.,access badge, parking pass), if specific authorization or clearance is required client will notify DSI and/or DSI Service Provider in advance of onsite. 7. Client will ensure that the DSI Service Provider is granted accessibility to the facilities and/or systerns required to conduct the necessary work defined in this SOW. If DSI Service Provider is not granted access to all areas,this could result in rni»ed information gathering and/or delays in implementation tirnelines. For Flat Roofs,this rneans providing the DSI Service Providers with access to a X ladder so that they are able to conduct a visual assessment. 0) 8. Client will ensure that the DSI Service Provider is granted accessibility to DSI Software,for Clients with Connect Authenticate/Single Sign On this may require your Technology learn to setup the DSI Service Provider in your organizations Identity Provider service. 9. Client will provide a knowledgeable escort for work defined in this SOW and access to personnel as necessary. 10. Reconciliation of existing equipment in DSI work&asset rnanagernent solutions and cleanup of � historical records and/or data within the software is subject to additional costs depending upon the arnount of changes requested. 11. DSI is not responsible for reconciliation of portable or moveable assets after onsite collection is performed. c� 12. Addition of Equipment Barcode lagging services rnust be purchased pricer to onsite activity by the DSI Service Provider and is not included in the Standard FCA SOW. � Milestone Billing-Invoice Schedule Invoicing for the Facility Condition Assessment service will be provided as delivery milestones are completed for � projects equal or greater than 154,000 square feet. Below is the schedule for the billing milestones and the related percentage. U r„tut,(e s o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.471 C.7.b Dudes'_,, t ,re (o r �w lc`§? ,r(e r 0 pe ,t 1 o n s Solutions 1,l I",if tljry, erj ty.,{ftlr i,y{ t�, rllr .y\ �� 1'�: 7( 1!,{, ly (vs ii`1h,` i 3uy1i.,'({ \ �i,),• rlsi i�f{}v„. {tfty iv yfSty iv4 Jr1 litd ii 4Sr`7,.lif S syl,}, v ,,t p, i , t, ri,jitllYc�>Pl\` ;7,-`r' r'1`I ,':(!tl\rlZ\'I`fit\fit\fit\?(I\fit\fit\f;i1\fit\fit\fit\fit\fit\fil„\fit\fit\fi`1 + Ilii _ Project acquisition template set up,Vendor kickoff call with client,Travel Mobilization 15% arrangement costs;ether miscellaneous pre=visit preparation � Project launch meeting with client first day of onsite, acquisition of data to Can=Site Field Data Scope of Work at all locations included in project,and closing meeting at 35% y Capture (n end of onsite activity to confirm completion and review next step actions. 0 Data activity, including quality assurance and control that occurs after field 0) Data Mana ement 35% work is completed to produce the data file. 0 Creation and delivery of final narrative reports(FCA),and data files (FCA/ Report 15% Data Gathering)to client, *If project is greater than 1.5M Square feet additional milestones will be leveraged. Equipment Inventory Barcodinev Service X Purpose . The Equipment Inventory Barcoding Service works with your Crude Solutions Work&Asset Managernent cv solution in conjunction with an "Equipment Inventory"(Grata Gathering)or a Facility Condition CD Assessment(FCA)service offering. Value Barcoding identifies equipment by assigning a unique nurnber to that equipment itern which will then serge as Mn an identifier in your Crude Solutions Work&Asset Managernent systern database allowing for easier 0) identification and tracking of the itern.The barcoding of equipment Inventory occurs during the onsite equipment data gathering/collection process. Deliverables by Crude Solutions to the Client include the following: ® Commercially produced weather resistant barcodes will be applied to the rnajor pieces of equipment 0) covered in the scope of work provided in the Data Gathering or Facility Condition Assessment services. � ® Barcode nurnbers will be available for use at the tirne equipment Inventory data is imported Into your � Crude Solutions Work&Asset Mana ernent solution. y The Crude Solutions Service Provider will rnake an effort to apply barcodes in a convenient location so the facility's maintenance staff can easily identify thern. used upon our professional expertise,we recornmend the m following- ® Application of the barcode shall be placed next to the Data Plate of are Asset. Placing barcodes in this cil u des o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.472 C.7.b Solutions location ensures that the barcode can be easily identified and associated to the asset in a CMMS software. ® If data plate is not present, or is inaccessible,the barcode will be placed in an accessible area that is easily seen by maintenance technicians,does not detract from the appearance of the equipment, isn't in � danger of being tarnpered with,or will be otherwise destroyed through norrnal use and cleaning of the asset. 0) Assumptions ® Purchase of service is rnade pricer to onsite activity. If onsite activity has been completed, custorn pricing � would be required as a revisit would be needed for the placernent of the barcodes. c ® For Asset Essentials Clients, determination of 1 Cr(Standard)vs 2Cr(QR Codes)is required pricer to onsite � activity. URL creation along with QR code purchase and encoding is needed pricer to onsite activity. If determination is not provided pricer to onsite activity, 1 Cr(Standard)barcodes will be used. Invoice Schedule Invoicing for the Barcoding Service will be provided upon cornpletion of onsite activity at 100%. CD Preventive Maintenance Schedule Creation X Purpose Preventive maintenance(Rid)Schedule creation is a service offering provided in conjunction with an "Equipment Inventory"(Grata Gathering)service or Facility Condition Assessment(FCA), Pm Schedules will be generated off the equipment inventory collected by the DSI Service Provider during either the Data Gathering cv or FCA service. The intent of this service is to identify needed procedures and inspections required to maintain facilities systerns in safe, reliable and efficient condition. Value � c� By leveraging DSI"s Pm Schedule Creation service, DSI clients are able to leverage and incorporate regular > preventive maintenance best practices of their equipment. By performing regular or routine maintenance best practices,you ensure that your equipment is operating under safe and optirnal conditions thin preventing the potential for downtirne and shorter life expectancy. c� Defiverables All Preventive maintenance Schedule Creation services include the following deliverables: � ® Creation of Pm Schedules for populating your Crude Solutions Work&Asset many ernent solution ® Data population within DSI Software. No report will be provided. y Methodologyand Approach DSI Service Providers leverage rnultiple libraries of Pm standards to create Pm schedules. These standards are based upon prevailing national codes and standards such as ASTM,ASH RAE, NFPft and LOMA. Procedures related to performing the tasks within the schedule will include: rcn,u ,)e s o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.473 C.7.b Dudes _,, N w,re 'o r Sm,,r t e r 0 per ,t1ons Solutions ® Safety Point ® Tools Required ® Estimated Tirne to Complete maintenance ® Step-by-step procedure to ccsrnplete maintenance work order � Prior to the irnport or population within the DSI Software,the DSI Service Provider will: ® Review of Rm Task Check-off Lists with Client ® Setup baseline Rm schedule for the equipment inventory collected 0) ® Work with the Client to determine Rm Schedule assignment. Assignment include setting up the � appropriate Technician or contractor who will be performing the related Rm tasks into the rnaster c irnport ternplate to ensure that the routing of work flows accordingly in the Work&Asset many ernent 0) Solution. Assignment will be rnade at the location or craft legal. Anything above and beyond this legal of assignment will be rnana ed and maintained by the client within the software or require a custorn scope of work for the DSI Service Provider to deliver. For assignment to occur,the client rnust have the 0) Technician or contractor created in the software pricer to one ite activity. ® Work with the Client to determine the start date,frequency and load balancing based upon client staffing. If start date cannot be determined or agreed upon within a tirnely rnanner,the Rm Schedule will be loaded into the Client's Work&Asset many ernent solution as "Inactive". Assumptions c� ® Client will provide feedback/review of Rm Schedule within 15 business days of delivery frorn the DSI X Service Provider. If feedback/review of Rm Schedule exceeds 30 business days, DSI will provide a Cseliveriable Acceptance Forrn to the client to cornplete review within 30 days. If feedback is not provided during this tirne period, DSI will a»urne delivery of the service and irnport the Pm schedule as 0. "inactive"in the systern. DSI will provide training can how update can be rnade within the software or perforrn rna» update if needed for a fee. ® Once Pm Schedule are imported into the DSI Work and Asset many ernent applications,any update and/or alterations of these schedule need to be communicated to DSI within 30 days. DSI will only rnake update related to the below iterns: ® Discontinuation of Pm Schedule created with the service ® Alteration of frequency can existing schedule created with the service � ® Alteration of start date for the schedule created with the service � c Otherwise, any revisions beyond this 30 day period will be the responsibility of the client to perforrn within the software or DSI to perforrn at an additional fee. � ® Reconciliation of existing Pm Schedules in the client's account is subject to additional casts depending upon the nurnber of active Pm"s and is not a part of the standard SOW. UJ y Invoice Scheduley Invoicing for the Pm Schedule Creation Service will be provided upon receipt of Pm Schedule drafts at 100% cn,u des o I utnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.474 C.7.b Dudes _,, tw,re 'o r Sm,,r t e r 0 per ,t1ons Solutions Proposal terms ® Proposal has been prepared for Monroe County("Subscriber") ® Proposal expires in sixty(60)days - c� Order Form terms - ® This Order Fcarrn and its Services are governed by the terms of the Crude Solutions, Inc. ester y Subscription A reernent found at https://www.dudesolutions.com/terms (https://www.dudesolutions.com/terms)(-rerrns"), unless Subscriber has a separate written a reernent y executed by Crude Solutions, Inc. ("DSI")for the Services, in which case the separate written a reernent will govern.Acceptance is expressly limited to these Terrns. Any additional or different terms proposed c by Subscriber(including,without limitation, any terms contained in any Subscriber purchase carder)are objected to and rejected and will be deemed a material alteration hereof. ® The Effective Cate of the Agreernent between Subscriber and CrSI is the date Subscriber accepts this y Order Forrn. ® During the Terrn, CrSI shall,as part of Subscriber's Subscription Fees, provide telephone and ernail support("Support Services")during the hours of 8:00 AM and 6:00 PM EST, Monday through Friday, excluding New Year's Cray, Mernorial Cray, Independence Cray, Labor Cray,Thanksgiving Cray,day after U Thanksgiving, Christmas Eve and Christmas Cray("Business Hours"),except Ucarnrnunity Development Services,where Business Hours rneans 5:00 A -5:00 PM PST. c� ® Acceptance of this Order Farm can behalf of a cornpany or legal entity represents that you have authority X to bind such entity and its affiliates to the carder,terms and conditions herein. If you do not have such authority,or you do not agree with the Terrns set forth herein,you must not accept this Order Farm and may not use the Service. Additional information cv ® Prices shown above do not include any taxes that may apply.Any such taxes are the responsibility of r9 Subscriber.This is not an invoice. For custorners based in the United States,any applicable taxes will be determined based can the laws and regulations of the taxing authority(ies)governing the"Ship To" location provided by Subscriber.Tax exemption certifications can be sent to accauntsreceivable@dudesalutians.cam (mailta:accauntsreceivable@dudesolutions.com). ® Billing frequency rather than annual is subject to additional processing fees. ® Please reference -220887 can any applicable purchase carder and email to accauntsreceivable@dudesalutians.cam (mailta:accauntsreceivable@dudesolutions.com� ® Crude Solutions, Inc. maintains the necessary liability coverage for its products and professional services. Proof of insurance can be provided upon request. y cil u des o Iutnori .;.,,co m 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.475 C.7.b Dudes _,, N w ,re 'o r Sm,,r t e r 0 er ,t1ons Solutions Signature Presented to: -220387 October 08,2021,2:4 :11 PM w Accepted by: 0 0 Printed Name Signed Name x Title N N N Date 0 c„tttt,e o utnor .;.. ,_,gym 11000 Regency Pkwy#400 l Cary,NC 27518 T Packet Pg.476 C.7.c Monroe County Purchasing Policy and Procedures COUNTY ADMINISTRATOR CONTRACT SUMMARY FORM FOR CONTRACTS LESS THAN $50,000 ) Contract with: ��,,;'� Contract# o Effective Date: 4-11 16 Srt � Expiration Date Contract P ose/Descri tion: To provide t a'camp enagce management system for county bar�dwg,ttowers, meat alKl "", Contract Manager (Name) �(Ext.) (Department/Stop#} 0 CONTRACT COSTS Total Dollar Value of Contract: $ Current Year Portion: $ 47I7.20�` Budgeted? Yeso No E3 Account Codes: 001-20501-530460 Grant: $ 101-20505-530460 County Match: $ 147-20503-530-460 ADDITIONAL COSTS Estimated Ongoing Costs: $9.905.70/yr For: Computerized Maintenance Management System (Not included in dollar value above) (e. .maintenance,utilities, janitorial,salaries,etc.} X CONTRACT VIEW Changes to ut D t In Needed Reviewer e ment Dead i Yes o Li s'^ Risk Management Yes No t a.a 0 O.M.B./Purchasing es o County Attorney I Yeso No /. — Comments: OMB Form Revised 2/27;'01 MCA Q Packet iPg.477 C.7.c FACILITY DUEM-11 3/16/16 Dan Bensley Monroe County, FL The table below details the pricing of the various modules and services we have discussed. Pricing based on 810,000 square feet of facilities across the County. Pricing is pro-rated to line up with your fiscal cycle in October. y LU MintennceEdge (Includes Locations Data Import) $S,SS7.20 On Site Data Gathering Service $29,160.00 PM Schedule Creation $8,100.00 n Site Training(3 Days) $6,900.00 n x TOTAL INITIAL INVESTMENT $49,717.20 cv Additional details and renewal amounts on the following attached proposals: 1) MaintenanceEdge Proposal 2) Data Gathering Proposal 3) On Site Training Proposal Packet;Pg.47$ C.7.c � d y FACILITY U DUDet, 3/16/2016 Dan Bensley Monroe County 1100 Simonton St Key West, FL 33040-3110 c� Dear Dan, Thank you for your interest in Facilitypude's affordable suite of powerful,easy-to-use online tools that allow you to save money, increase efficiency,and improve services. Facilitypude is dedicated to y providing best in class solutions with unlimited training and support.Ask us about our other affordable o online solutions that are built exclusively for organizations just like Monroe County.Pricing is based on the total square footage of your facilities. Total square Footage of Facilities:810,000 MaintenanceEdge +Quickstart May—September 20167 $5,057.20 Locations Data Import One Time $SOO.00 X Total Initial Investment $5,557.20 cv Renewal amount for October 1, 2016—September 30, 2017 is , 05.70. Terms of Service: • Proposal has been prepared for Monroe County. • Proposal is valid for 30 days. .N Packet;Pg.479 C.7.c • Initial Term:5 months • Automatic invoicing of annual fee will occur at the end of each term unless request for non- renewal is received in writing 30 days prior to renewal date. • Payment:Terms are net 30 days. • Applicable sales taxes are in addition to the quoted price. If Monroe County is tax exempt please m email a copy of your Tax Exemption Certificate to accounting facility u e.co . 0. • Please address purchase order to: FacilityDude.com, 11000 Regency Parkway Suite 200, Cary, NC 27518 • Training and startup assistance are available in an online format and through telephone support as indicated on our website. • Technical Support is available from gam to 6pm EST. Please call (877'655-3833 for or email suppoq@fggiY1ydUjgSM for technical support. • Subscription begins upon written acceptance of terms and conditions of the proposal. c� • Data Imports, project management, and onsite training are outside of the scope of this proposal and are available at an additional cost. • FacilityDude.com°s Terms of Use are governed by our online terms of use statement available at: y http.-/ Ifacilitydu e.co / rivac -ter s-o -use/. Payment and Delivery Terms: o • If within 60 days of order you are not completely satisfied, you can cancel your service for a full refund. • Facilitybude.com solutions are delivered for the client to access within 24 hours of the order. At FacilityDude, we are happy to work with your yearly budgeting cycle. If you would prefer a pro-rated annual fee based on your budget cycle, please let me know. I will provide you with the pro-rated cost based on the number of months remaining in your fiscal year. Thanks again for your interest in utilizing our web-native solutions to integrate and more efficiently manage your operations. Please feel free to contact me with any questions at 9196748754 or by email at chad.hinesfacilitydude.com n X Sincerely, Chad Hines Account Representative Cell 8182160117 Office 9196748754 chad.hinesfacilitydude.co Fax 919- 27-0693 0 Packet;Pg.480 C.7.c FACILITY DURM, 3/16/2016 0. Dan Bensley Monroe County 1100 Simonton St Key West, FL 33040-3110 Dear Dan, Thank you for your interest in FacilityDude's affordable suite of powerful, easy-to-use online y tools that allow you to save money, increase efficiency, and improve services. FacilityDude is dedicated to providing best in class solutions with unlimited training and support. Ask us about y our other online solutions that are built exclusively for organizations just like yours. Pricing is o based on the total square footage of your facility as well as the level of detail of the assessment. 0 Total Square Footage of Facilities:810,000 Equipment Inventory Data Collection One Time $29,160 (For MaintenanceEdge) PM Schedule Creation One Time $8,100 X Investment includes: 1) An advance audit of your account with corrective action. 2) Onsite gathering data by industry experts. 3) Post-visit data review and Import into your FacilityDude products. cv Scope of Work., PM Schedule Generation Delivered through FacilityDude's Certified Partner: EMG Corp Confirm the asset inventory collected • The asset inventory collected will be reviewed with your staff and then imported into Faci ityDu e PM Schedule Gathering • EMG Corp will review PM Task Check-Off Lists with client • PM Schedules will be generated off the asset inventory collected by EMG Corp Packet iPg.481 C.7.c • Client will provide technicians or contractors that PM Schedules should be linked to and confirm the frequency and start date for PM Schedules • EMG will provide a list of PM Schedules to be generated to confirm the load balancing for facility staffing PM Schedule Creation 0. • EMG Corp will enter the agreed upon PM Schedules into FacilityDude • *Maximum PM Schedules Created=40 per building(focused on main buildings) PM Training • FacilityDude will provided any extra online training needed for cljent staff to run reports and to update PM Schedules based on future updates to the existing schedules being created. c� Scope of Work: Equipment Inventory Data Collection y The following is meant to establish detail of deliverable that FacilityDude will provide on v "Equipment Inventory (Data Collection Only)" assignments. These onsite activities are done in o conjunction with FacilityDude's partner EMG. These projects will include the following: y • Obtain major component level detail for populating MaintenanceEdge starting with spreadsheet of account parameters and existing equipment downloaded from client's account. • No report is provided. Deliverable is data populated to client's account. Information will be collected on the major pieces of facility equipment. Specifically, the data collection will focus on the following components: y X ■ MEP (level of detail to that for which Preventive Maintenance would be performed) Heating System ■ Identify boilers, furnaces, and major labeled equipment. o Ventilation System ■ Identify the ventilation systems at the property. c, Air Conditioning System N ■ Identify the material air-conditioning components, including cooling towers, chillers, compressors, and major labeled equipment. ■ Excluded are window units,terminal units, above ceiling equipment, thermostatic controls. ■ Electrical Major panels only-for identification to track maintenance. ■ Equipment Building Automation System, Trash Compactors, Laundry (washers, dryers, roll ironer) ■ Plumbing F'acket;Pg.482 C.7.c Pumps and motors external to HVAC systems Domestic Hot Water heaters over 80 gallons * Other major labeled equipment. ■ Commercial Kitchen- major equipment (above approximately$2000 value) • Walk-in freezer and refrigerator equipment • Ovens, stoves, broilers, grills 0. • Reach-in refrigerators and freezers o Dishwashers o Fryers ■ Life Safety/Security o High Level (system level)only-for identification to track maintenance ■ Alarm Panels ■ Emergency generators ■ Exhaust hood fire suppression ■ Fire extinguishers ARE NOT collected on an individual basis. y • Vertical Transport ■ Pump and Motor information (may need to limit this by size) v ■ Compressor info included in HVAC NOTE TO HEALTHCARE CLIENTS: The level of data collection provided in this service provides much of what is required under current Joint Commission guidelines, but it DOES NOT provide y complete Joint Commission Utility System Compliance. A complete equipment inventory for each system will be recorded with information populated to MaintenanceEdge including: • Building name (Location) • Building address • Date Built (when available) • Square footage of building(approximate) • Equipment item number(will be created if not existing) • System name (PM Classification Description) • Subsystem name (PM Type Description) • Verbal description of equipment (Description) • Manufacturer Name 0 • Serial Number • Model Number • Notes (This is a free field for any misc. info client wants recorded) Terms of Service: PacketiPg.483 ;r ■ + ! f 1 VIA w �3£Sa tips [s £ l rr R t� 7 4) ss � � ir,.4� 1 C :; t) i� S ,1 � ��;� i£ i (J �) t� + S_ it s£ s_ 7 '7 t ,.,A Ilt S {� it s ��t at�.t t,;, ■ . . s t = s 1_ Success Service Price per day Number of Days Total 7�24 s i)s �i � s� - �! ss S Ir II t 1 is � � » � �I s _ { �ij s sr: �r rri 1 �;y� �. i ■ �, s r „t � .,,�.�. � s' .,,tii��i<< ,n ss9s,�,.�„;y s„s.s,•s;:u, ,r, zY <t,r�.-' �,,,r.,<< r,e��;,,.��, ,:„�i„ ��, s;��{.,c�i�� t nih.r:.h� ��s b 't<<�a<� 1t it; �n�" rj> v,ii(t, ,,��, i,L General tt • • •• .x • .. ! ! •' r ! • • .1 !. 10 ! son J 1 io ! �} ,.s !t '�t II {(ft}} SAS f'sy�S is r,,, i�j�i��st)� 1;yy }�t },,,`.. •:; � t� � } � ' Ott� ��j, � d�� ,, a ,�yit i t t yt i�Is4 y y s� C.7.c m Modified Privac Policy & Terms of Use Monroe County, FL E ` April r 2016 Our policy is to respect and protect the privacy of our users. Our goal is to provide a "buyer centric" service to our members. This means we strive to represent the best interest of our embers rather than the suppliers and advertisers that would like to sell products and � services to our members. We will not willfully disclose individually identifiable information about our customers to any third party without first receiving that user's permission. y What information ilicollect and how does FacilityDude.comt i Facility ude,corn collects several typos of information from and about users of our services, y which will vary depending on the type of service you have selected. Such information may include information by which you may be personally identified, such as your name, telephone number, e-mail address, billing address, user name and password,, and ether personal information when you sign up for our services or at ether times. Facility u e.com may also collect anonymous demographic information, which is not unique to you, such as your ZIP code, age, gender® preferences, interests and favorites. X If you are using a Facility u e.com mobile app, we may also automatically collect other types of information regarding certain details of your access to and use of such aB including your internet connection, mobile device unique device identifier, IP address, operating system, browser type, mobile network information and the device's telephone number. We may also collect real-time information about the location of your mobile device. The information we collect on or through our services may also include information that you provide by registering to use our services, posting material, requesting further services or 0 reporting a problem with our services. Will FacilityDude.com disclosef my personal information? Facility u e.corn will not disclose any of your personal information, except as described below, or when we believe in good faith that the law requires it, or to protect the rights or Page 1 of 18 FacilityDude.com TOU&Privacy Policy Packet iPg.487 i C.7.c property of Facility ude.cor . Under confidentiality agreements, Facility u e.com may match user information with third party data. Facility ude.corn does disclose aggregated user statistics (for example, 4 % of our users � are female) in order to describe our services to prospective partners, advertisers, and other 0. third parties, and for other lawful purposes. If/when we do match user information, we endeavor to keep personal information confidential from those third parties. Additionally, if you rake a purchase from our site, the information obtained during your visit to these areas, and the information that you give such as your credit card number and contact information, is prodded to the merchant of record. These merchants can be FacilityDude.com or third party companies. These merchants have separate privacy and data collection practices. Facility ude.corn has no responsibility or liability for these y independent policies. How does l .com use my personal information? 0 Facility ude.corn's goal in collecting personal information is to provide you, the user, with 2 the most personalized web experience possible and our advertisers with an efficient means to reach the right audience, By knowing a little about you, Facility ude.corn is able to y deliver more relevant content, and hence batter service, to you. Facility ude.com also uses your personal information to inform you of other products or services available from FacilityDude.com and its affiliates. FacilityDude.com may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered. Will FacilityDude.com use my information for direct or email lli e will send you information about our various products and services, or other products and services we feel may be of interest to you. You can remove yourself from this distribution list via a link in the communication. Only Facility ude.com (or agents working on behalf of FacilityDude.com and under confidentiality agreements)will send you these direct mailings. 0 Does FacilityDude.com use cookies and '7P Addresses" Yes, cookies are used on Facility u e.corn in various ways. `r�?,� s a cookies i fie," �- a r any- t.�� access your account inform�,.�ior€. �, �� :� .,,. 15 ��_.: r' r"r�Er"� „,�t.l � r�','� old are (stored on our cornpualer'! ir'� order to deliver to you a better and more personalized service. wt,=lm rs cookie in set �jl"�� r� you register. Page 2 of 18 F dlity .com Ton&Privacy Policy Packet;Pg.488 C.7.c . Cookies are also used to estimate our audience size, E-ach browser ,'.,ce .yin ) Facility ude. om is given a unique cookie which,, o.0 thw� ��,.�,�used r � ra'� in iepe„-1 p usage versus initial usage. AddressesIP E 0. FacilityDude.com collects IP addresses for the purposes of system administration and security only. Childrenr FacilityDude.com does not knowingly collect personal information from children under 13. If e learn we have collected or received personal information from a child under 13 without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under 1 , please contact us at info@facilitydude.comLu or by rail at the following address; FacilitylDucle.corn, 11000 Regency Parkway, Suite 110, Cary, NC 27518, y 0 What else should / know about my rig 2 Please keep in mind that whenever you voluntarily disclose personal information online e for example in discussion forums, through email, or in chat areas - that information can be collected and used by others. In short, if you post personal information online that is accessible to the public, your may receive unsolicited messages from other parties in return. Furthermore, while we strive to protect your personal informations FacilityDude.com cannot ensure or warrant the security of any information you transmit to us, and you do so at your own risk. In addition, Facility u e.com partners and third party Internet sites and services X accessible through Facility ude.corn or parties whom we inform you are collecting data in connection with sweepstakes, promotions, etc., have separate privacy and data collection practices, independent of us. FacilityDude.com has no responsibility or liability for these independent policies or actions. N e point? You are solely responsible for maintaining the secrecy of your passwords and/or any account information. Please be careful and responsible whenever you're online. 0 We use Google Analytics to conduct anonymous web traffic analysis for our site. While oogle Analytics makes use of cookies, no personal information is ever collected or analyzed by this service. r policy on Discussion Messages and Posts Page 3 of 18 Fa ility ude.com TOU&Privacy Policy Packet;Pg.489 C.7.c The content of these messages and posts are not necessarily those share ) Facility u e.co , Inc. These opinions are expressly those of the online community members and their guests. FacilityDude.com makes no claims to agree with or disagree with the opinions expressed online. FacilityDude.com will make every attempt to maintain decorum at its discretion and will remove visitors' posts if they are deemed to be unacceptable. Yri r. These Terms of Use (together with all other documents incorporated by reference, in each � case as amended from time to time, this "Agreement") is the legal and binding instrument by and between you and Facility u e.corn and shall govern your access and use of theLu y Service, including access to the system, data transmission, access and storage. YOUR REGISTRATION FOR, OR USE OF, THE VI SHALL BE DEEMED TO BE YOUR AGREEMENT TO ABIDEY THIS AGREEMENT, WHETHER YOU PURCHASE DIRECTLY, THROUGH ONE OF OUR OTHERI T I UTi CHANNELS OP 2 WHETHER IT IS INCLUDED AS PART OF A SERVICECONTRACT BY A THIRD PARTY. IF YOU DO NOT AGREE TO ALL OF THE TERMS OF THIS AGREEMENT, YOU y MAY NOT COMPLETE YOUR REGISTRATIONYOU Y NOT ACCESS OR USE THESERVICE. PLEASE READTHIS AGREEMENT CAREFULLY AND SAVECOPY OF IT. U- Price and You will pay or your third party agreement party shall pay all fees or charges to your account in accordance with the fees, charges, and billing terms in effect at the time a fee or � charge is due and payable. Facility ude..corn must be provided with a valid credit card or purchase order information as a condition to signing up for the Service, except for trial periods which allow you to try the service for a limited time after which Facility ude.corrm must be provided with a valid credit card or purchase order information as a condition for N continued service. You or your third party rust also report and pay any applicable taxes to the appropriate governmental agency. Purchase orders may be subject to credit approval, We maintain the right to escalate our service fees upon client renewal as outlined �i in the Charges section of this Agreement. The ounty's performance and obligation to pay under this Agreement is contingent upon an annual appropriation by the Monroe County Board of County Commissioners. In time event that the County funds on which this Agreement is dependent are withdrawn, this Page 4 of 18 Facilltyl)ude.com SOU&Privacy Policy Packet;Pg.490 C.7.c Agreement is terminated and the County has no further obligation under the terms of this Agreement to Facility cad .corn beyond that already incurred by the termination date. Charges FacilityDude,com will automatically renew and bill your credit card or issue an invoice to you 0. or your third party paying for the service as follows- (a)every year for annual subscriptions, or(b) upon the commencement of the annual term and then at each subsequent anniversary of that initial term for continuous annual subscriptions, or (c) monthly invoicing or charges if payment terms are set up on a monthly billing program. Facility ude.corn maintains the right to escalate service fees in concordance with the Consumer Price Index (CPI) or three percent ( %), whichever is greater as of January 1 of the year the renewal terra begins. Facility ude.com will provide an invoice reflecting the renewal pricing at least sixty(6 ) days prior to the start of the renewal term. During each term, you will be entitled toLU y receive enhancements, revisions, and updates of the products purchased at no additional fee, provided such updates, revisions, and releases do not constitute a new or separate y product, as determined by Facility u e.com. You will have 30 days after the date that any renewal fee is posted to notify Facility u e.com that you wish to cancel your subscription, effective on receipt of such notification. All invoices will be paid in conformance with Florida Local Government Prompt Payment Act and upon invoice documentation acceptable to the y Clerk. If timely payment is not received or cannot be charged to a valid credit card for any reason, Facili yDu e.corn reserves the right to either suspend or terminate Your access to the Service and account and terminate this Agreement, If FacilityDude.com receives a X cancellation notice from you, you will be obligated to pay balance due on your account. You agree that Facility ude.com may charge such unpaid fees to your credit card or otherwise bill you for such unpaid fees. Non-Transferable Membership FacilityDride.com and its licensers grant to you a personal, non-exclusive, non-transferable license to use and display the audio and visual information, documents® products and software contained in or made available through the Service (the "Content") solely for your � own internal business purposes. All rights not expressly granted by Facility ude.corn to you are retained. Restrictions Page 5 of 18 FacilityDude.com TU&Privacy Policy Packet;Pg.491 C.7.c You are permitted to store, manipulate, analyze, reformat, print, and display the Content only for your personal use. Unauthorized use of the Service, or the resale of the Service, is expressly prohibited, unless other legal arrangements have been negotiated. You shall not copy, license, sell, transfer, make available, distribute, or assign this license or the Content to any third party. The Service may also contain bulletin board services, chat areas, news groups, forums, communities, personal web pages, calendars, and/or other message or communication facilities designed to enable you to communicate with the public at large or with a group (collectively, "Communication Services"). You agree to use the Communication Services only to post, send and receive messages and material that are proper and related to the particular Communication Service. You agree that when using a Communication Service, you shall not: LU y w De.£ rrk , a l .a,f ztm ea., f"j O� F;ixv„cate a„ �t e legal rr fl�, a ( � o s l':h y r � i„f r,v ov`i.<„ .aria.i p.au#fici ` , o 0 De.r,rd, i .sbsuts or r°4C,rternf,,nati, a rd r- ak,Y r p.Oto ' ro,aar,l,. r`"fr y e o s, ,l e, ._ d£,a$er,,a or wnfl ufl topic, ,� u�. I,ri alerizeal o Ujwiio d _"Fleur°C. that s;,..,f.°. are or 1.t4hk r rrjate nol ,Y .++..afle'.ba tat properb., la yea 0 by Vgf<<,,w of pr fac:y ili p(,.,V,iciiy) ui'.,,,Iess you own cir t....'ritr1.f t'N... �..r�,„.; th,",a .nl..o of I.;.',:Sa°ue r .r +ti d afl Up£,.tad files wr lha t ,.<o iru.a.,, i..orrrripte d TOew, , or any ,.,ther, sf,f,iHa software e of t�iia< { my d aarr,,ageMr a.rhr.J rfr o a ,r,arr"<aH, k ;tif'.W r ,BLit r, U- as rr,rlr/„'+.a.:ekr, o£fe, to sell .e1 b ,, ..ail ua`f,k;drPs o_ seirvices a. :/ b1[aa , ,,,, p�,,orq owaer U. fikaa t;'t rur is t r...Djr &,., ail.„e .,p..NNr lir..tall ea�ea.�l a4"=a 4� ,.,u„<3, , '.'ie,W,a a�.�r s A X % Co , i,,cl or for aaaard r`rt.,t e.,;a , a r., tag& ts` p air IrrLL ,,.4hkdrf.,,,e x chi, in e tter„- (U Df,:,ownload any file ara.-ov.d bv c'fde. .l .r >1 a f,�mae;l,rra ,4.�i.,�dtior ��e „ e hat °pafori ,.2r=��`h. or � m r`"ea,.o ralafy ",, OUld kri ,Cw, b s ga 'd t,l,f.:.r.riil)Ufik:"d i r.u,u, i,-,a,lnt,r. 0. wa Fa;sify or dele W any,'rt.,.,t,�Qr ,m'r aP".61.a�a.ao �,,.'.' t 'eat„,. -r..o., proper noflr'.a..,,,s o', gg g Co dg... .igrua,ti ns o f,.�sa„�,a,, :'If U"ie M�rig ,�,rr ..,.<a,;i,�.,w �„1 »r�nar� ��,�4 or {.,@kl�,rs l �.'F,a�,F�,.'ri s=�f_.��,�f C,:�,§ ftl a�% 9 -a�w N rftyis 7.ml a,ak„fir '. 0 Re,,. t i t o , .,r_b „iirv,/ other i.Nser fronir, cu"id the S,nrr„£i4✓-es, � .��„„ dd r ,i p f ,f t t 1t � 0 m�f� at6., ,i v code��'�., m<1 r45o N�.ki''w_.,� o .,X t._rvi (,-.wi'4Ge Mini,s h,,ich, �i ay r t�p .w (.,� n V 1,-a.t.p £ Gv,! 0 k k w t„1? kVaafw,�.. !.af .'„ a nforr`kf,.t ioi a ? tiles W 3a a.,. Gao-,;fq ,S a �u lrt s.,; d it"'," ",'A rd f ioo ate a 7 1 a sae., cP.9fa,wF' i,,,, - o n `",, 800-.£'d... � LL U Page 6 of 18 FacilityDudexom TOU&Privacy Policy Packet;Pg.492 C.7.c Facility ude.com has no obligation to monitor the Communication Services. However, ) Facility ude.corn reserves the right to review materials posted to a Communication Service and to remove any materials in its sole discretion. Facility ude.com reserves the right to terminate your access to any or all of the Communication Services at any time without � notice for any reason whatsoever. Third t Interaction In your use of the Service, you may eater into correspondence with, purchase goods and/or services, or participate in promotions of advertisers or sponsors showing their goods and/or services through the Service, ,any such activity, and any terms, conditions, warranties or representations associated with each activity, is solely between you and the applicable third-party. Facility ude.corn shall have no liability, obligation or responsibility for any such correspondence, purchase or promotion between you and any such third-party. Lu y Facility ude.com maintains the right tooffer advertisements on certain pages of the system, y 0 Linksi 2 FacilitCude.corn does not endorse any sites on the Internet which are linked through the Service. Facility u e.corn is providing these links to you only as a matter of convenience, and in no want shall Facility ude.com be responsible for any contents products, or other materials on or available from such sites. AccountsUser CD user account is required to access the Service and may be accessed and used only by those authorized individuals who are registered with FacifitylDude.com. To open a user x accounts you, your company or your third party providing the service must complete the registration process by providing Facility u e.corn with current, complete and accurate information as prompted by the registration form. In registering for the Service, you and your company's users agree to submit accurate, current and complete information about you and your organization, and promptly update such information. Should FacilityDude.com suspect that such information is untrue, inaccurate, not current or incomplete, Facility ude.corn has the right to suspend or terminate your usage of the Service. You will choose a personal, nontransferable password. user accounts cannot be "shared" or used by more than one � individual, User licenses can be transferred to a new user only if a previous user becomes inactive and is unable to access the Service. ResponsibilitiesUser Page 7 of 18 Fadlityl)ude.com T U&Privacy Policy Packet iPg.493 C.7.c You are also solely responsible for any and all activities that occur under your account and ensuring that you exit or log-off from your account at the end of each session of use. You shall notify Facility ude.com immediately of any unauthorized use of your password or account or any other breach of security that is known or suspected by you. You shall also use your best efforts to stop immediately any copying or distribution of Content that is known or suspected by you. FacilityDude.com shall not be responsible for any unauthorized access to, or alteration of, your transmissions or data, any material, information or data seat or received, regardless of whether the data is actually received by Facility ue.comg or any transactions entered into through the Service or failure to abide by this Agreement, Account Information andt FacilityDude.com does not own any data, information or material that you submit to the Service ("Data"), unless we specifically tell you otherwise before you submit it. LU n FacilityDude.com will not monitor, edit, or disclose any information regarding you or your account, including any Data, without your prior permission except in accordance with this y Agreement. Please be aware that FacilityDude,corn does provide statistical information such as usage, average costs or time values, or user traffic patterns in aggregate form to third parties or to service subscribers, but such information will not include personally 0 identifying information about you or your organization. FacilityDude.com may access your y account, including its Data, to respond to service or technical problems or as stated in this Agreement, You and/or your third party service provider® not Facility ude.corrm, shall have sole responsibility for the accuracy, quality, integrity, legality, reliability, appropriateness and copyright of all Data and Facility u e.com shall not be responsible or liable for the deletion, `_ correction, destruction, damage, loss or failure to store any Data. For more information, please refer to Facility u e.com's online privacy policy below. Use, Storage and Other Limitations FacilityDu e.corn reserves the right to establish or modify general practices and limits concerning use of the Service, including without limitation the maximum imu number of days that Content will be retained by the Service, the maximum disk space that will be allotted on Facility u e.com's servers on your behalf. PUBLIC RECORDS COMPLIANCE In addition to other contract requirements provided by law® the Contractor must comply with Florida public records laws, including but not limited to chapter 119, Florida Statutes and section 24 of article I of the Constitution of Florida. The County and Contractor shall allow and permit reasonable access to, and inspection of, all documents, records, papers, letters or other"public record" materials in its possession or under its control subject to the Page 8 of 18 Facility udex rn"T U&Privacy Policy Packet iPg.494 C.7.c provisions of Chapter 119, Florida Statutes„ and made or received by the County and ) Contractor in conjunction with this contract and related to contract performance. The County shall have the right to unilaterally cancel this contract upon violation of this provision by the Contractor. Failure of the Contractor to abide by the terms of this provision shall be deemed a material breach of this contract and the County may enforce the terms of this provision in the form of a court proceeding and shall® as a prevailing party, be entitled to reimbursement of all attorney„s fees and costs associated with that proceeding. This provision shall survive any termination or expiration of the contract. The Contractor is encouraged to have its advisors consult the Contractor about Florida Public Records Law in order,to comply with this provision. Pursuant to Florida Law and the terms and conditions of this contract„ the Contractor is y required to: (1) beep and maintain public records that would be required by the County in order to perform the service. The Contractor shall not transfer custody, release, alter, destroy or otherwise dispose of any public records unless or otherwise provided in this provision or as otherwise provided by law. y ( ) Upon receipt from the ounty's custodian of records, provide the County with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as U- otherwise provided by law. (3) Provide the public with access to public records on the same terms and conditions that the County would provide the records and at a cost that does not exceed the reasonable and permissible cost provided in this provision or as otherwise provided by law. (4) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the contractor does 2 not transfer the records to the County. (5) Upon completion of the contract, transfer, at no cost® to the County all public records in possession of the Contractor or keep and maintain public records that would be required b the County to perform the service. If the Contractor transfers all public records to the County upon completion of the contract„ the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. I � Page 9 of 18 FacillwDude,com Tt u&Privacy Policy Packet iPg.495 C.7.c the Contractor keeps and maintains public records upon completion of the contract, the ) Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the County, upon request from the ou ty's custodian of records, in a format that is compatible with the information technology systems � of the County. (6) Upon a request made directly to the County to inspect or copy public records relating to the contract, and if the County does not possess the requested records, the County shall immediately notify the Contractor of the request, and the Contractor must provide the records to the County or allow the records to be inspected or copied within a reasonable time. If the Contractor does not comply with the ounty's request for records, the County � shall enforce the public records contract provisions in accordance with the contract, notwithstanding the ount 's option and right to unilaterally cancel this contract uponLu y violation of this provision by the Contractor, A Contractor who fails to provide the public records to the County or pursuant to a valid public records request within a reasonable time y may be subject to penalties under section119.1 , Florida Statutes. IF THE CONTRACTOR HAS QUESTIONS REGARDINGTHE APPLICATION F CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACT UTYTO PROVIDE y PUBLIC RECORDS RELATINGTO THIS CONTRACT, CONTRACT THE CUSTODIAN F PUBLIC RECORDS, PAMELA HANCOCK AT PHONE 3 5-292- 529 HANCOCK- PAMELA@MONROECOUNTY-FL,GOV, MONROE COUNTYPROJECT MANAGEMENT 1100 SIMONTON STREET ROOM 2- 1 , KEY WEST, FL 33040, on Termination Facility ude.co , in its sole discretion, may terminate your password, account or use of the Service and remove and discard any Data within the Service if you fail to comply with this Agreement. You may terminate your user membership upon notice to FacilityDude.com at N any time. Upon termination, you will be granted a refund of any prepaid charges for the � remaining term of your subscription starting within one month of our receipt of your notice less % of the prepaid balance. Facility u e.corrm shall make available a file of Licensee's data, unless this service is provided by a third party as part of their service to you, in such case the Licensee's data shall be made available to such third party and Facility ude.co will have no legal responsibility for such data to be provided to you. Licensee must make such request at the notification of termination to receive such file within (3 days of termination. In addition, FacilityDude.com mayterminate a free account if you do not first log-on within 30 days after registration or 90 days since your last log-on. Upon termination E Page 10 of 18 Faciiity ude.com Tod&Privacy Policy Packet;Pg.496 C.7.c of an account, your right to use such account and the Service immediately ceases. Facility u e.corn shall have no obligation to maintain any Data stored in your account or to forward any Data to you or any third party. Cookies Cookies are files that your web browser places on your computers hard drive and are used to tell us whether you have visited the Service previously, Facili(yDude.com uses a persistent cookie to help save and retrieve usernames used on the Service. FacilityDude.com issues a session cookie only to record encrypted authentication information for the duration of a specific session. The session cookie does not include either the userna e or password of the user. InformationTrademark y acility u e.com, the Facility ud .core logo„ and Facility ude.com "Answer guy", are y trademarks of Facility ue.corn. Other Facility .corm product or service names or logos referenced in the Facility u e.com Web site are either trademarks or registered trademarks of Facility ude.corn. The absence of a product or service name or logo from this list does not constitute a waiver of Facility e.cor°n°s trademark or other intellectual property rights concerning that name or logo. All ether products and company names mentioned in the � FacilityDude.com Website may be trademarks of their respective owners. Use of any Facility ude.com trademark in commerce may be prohibited by law except by express license from Facility ue.co . U- Proprietary Rights Except for the licenses granted herein„ you have no right, title or interest in or to the Service X or any Content and FacilityDude.com or its licensors retain all proprietary right„ title an interest, including copyright and all other intellectual property rights„ in and to the Service and Content, including, without limitation, stories, articles, text, images„ and other multimedia data. Facility ue.com and/or other FacilityDude.com products and services referenced herein are either trademarks or registered trademarks of FacilityDude.com. The names of other companies and products mentioned herein may be the trademarks of their respective owners. Indemnification Notwithstanding any minimum insurance requirements prescribed elsewhere in this agreement, FACILITYDUDE.COM shall defend and indemnify COUNTY and the T` 's elected and appointed officers and employees from and against claims, actions, litigation, administrative proceedings, appellate proceedings„ or other proceedings relating W Page 11 of 18 FacilitylDude,c m`rots&Privacy Policy Packet iPg.497 i C.7.c to injury (including death)„ property damage, fire„ or penalty caused by the negligence or intentional wrongful misconduct of FACILITYDUDE.COM or any of its employees, agents, sub-contractors or ether invitees, except to the extent the claims, actions, causes of action, litigation, proceedings, costs or expenses arise from the intentional or sole negligent acts or omissions of the COUNTY or any of its employees, agents„ contractors or invitees (other than F ILITY U ). Insofar as the claims, actions, causes of action, litigation, proceedings, costs or expenses relate to events or circumstances that occur during the ter of this Agreement, this section will survive the expiration of the term of this Agreement or any earlier termination of this Agreement. The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere within this Agreement. Failure of FACILITYDUDE.COM to comply with the requirements of this section shall be cause for immediate termination of this agreement. Insurance Prior to execution of this agreement, FACILITYDUDE.COM shall furnish the COUNTYy Certificates of Insurance indicating the minimum coverage limitations in the following amounts: 2 WORKER'S COMPENSATIONLIABILITY INSURANCE: � applicable, worker's compensation coverage to apply for all employees at a minimum statutory limits as required by Florida Law, andEmployee's Liability coverage in the amount of $500,000 bodily injury by accident, $500,000 bodily injury by disease, policy limits, and = 500„000 bodily injury by disease, each employee. COMPREHENSIVE AUTOMOBILE AUTOMOBiLE VEHiCLE LIABILITY IIMotor vehicle y X liability insurance, including applicable no-fault coverage, with limits of liability of not less than $300,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property a age Liability. If single limits are provided, the minimum acceptable limits are 100,000 per person, $300,000 per occurrence, and $50,000 property damage. Coverage shall include all owned vehicles, all non-owned vehicles, and all hired vehicles. N COMMERCIAL L LIABILITY: Commercial general liability coverage with limits of liability of not less than 1„000,000.00 per occurrence combined single limit for Bodily Injury Liability and Property Damage Liability. CERTIFICATES OF INSURANCE. ri inal Certificates of Insurance shall be provided to the COUNTY at the time of execution of this Agreement and certified copies provided if requested. Each policy certificate shall be endorsed with a provision that not less than thirty (30) calendar days' written notice shall be provided to the COUNTY efore any policy or Page 12 of 18 Facdltyl)ud x rn TOU&Privacy Policy Packet iPg.498 C.7.c coverage is canceled or restricted. The underwriter of such insurance shall be qualifiedto ) do business in the State of Florida. If requested by the County Administrator, the insurance coverage shall be primary insurance with respect to the COUNTY, its officials, employees, agents and volunteers. ° MONROE COUNTY BOARD OF COUNTY COMMISSIONERS MUST BE NAMED AS E ADDITIONAL L POLICIES EXCEPT WORKER'S COMPENSATION. Disclaimer of Warranties = FACILITYDUDE,COM AND ITS LICENSORS MAKEP TATIO o WARRANTY, OR GUARANTY AS TO THE LIA ILI , TIMELINESS, ALITY, � SUITABILITY, TRUTH, AVAILABILITY, ACCURACY OR COMPLETENESS OF THEy SERVICEY CONTENT. FACILITYDUDE.COM AND ITS LICENSORS DO NOT REPRESENT Al T THAT: (1) THE USE OF THE illy ILL BE SECURE, TIMELY, UNINTERRUPTED CIF ERROR-FREE OR OPERATEIN COMBINATIONIT ANY OTHER HARDWARE, SOFTWARE, SYSTEM OR DATA, (11)THE SERVICEILL MEET YOUR UI OJT EXPECTATIONS, (111) ANY STORED DATA WILL BE 0 ACCURATE OR RELIA L , (IV)THE QUALITY OF ANY PRODUCTS, RVICl , � INFORMATION, OR OTHERMATERIAL PURCHASED OR OBTAINED Y YOU THROUGH THE VI ILL MEET YOUR UI TEXPECTATIONS, (V) ERRORS OR DEFECTSILL BE CORRECTED, (VI) THE SERVICE I THE SERVER(S )THAT MAKE THE I AVAILABLE ARE FREE OF VIRUSES OTHER HARMFUL COMPONENTS. THE SERVICEAND ALL CONTENT IS PROVIDED I TO YOU STRICTLY ON A "AS IS" BASIS. ALL CONDITIONS, REPRESENTATIONS X AND WARRANTIES, WHETHER EXPRESS, IMPLIED, TATUT Y OR OTHERWISE, INCLUDING, ITH UT LIMITATION, ANY IMPLIED AID F MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NOW INFRINGEMENT OF THIRD PARTY RIGHTS, A HEREBY DISCLAIMED TO THE MAXIMUM T T PERMITTED Y APPLICABLE LAW BY FACILITYDUDE.COM AND ITS LICENSORS. Limitation of Liaili FacilityDude.com will, at all times during the Agreement, maintain appropriate insurance coverage as provided above in this Agreement. To the extent not offset by its insurance coverage and to the maximum extent permitted by applicable laws, in no event will Facility ude.corn's cumulative liability for any general, incidental, special, compensatory, consequential, or punitive damages whatsoever suffered by the County exceed the fees � Page 13 of 18 F cllity ude.com` OU&Privacy Policy Packet iPg.499 C.7.c paid to Facility ude.corn by the County during the twelve (12) calendar months immediately preceding the circumstances which give rise to such claim(s) of liability even if Facility ue.corn have been advised of the possibility of such damages.CLIENT AGREES THAT FACILITY L! " APPLICATIONS, INCLUDING WIT T LIMITATION IT "SAFETY CENTER" APPLICATION ("SC"), ARE DOCUMENTATIONTOOLS LY, AND 0. THAT THE APPLICATIONS ARE NOT INTENDED TO PROVIDE SERVICES OR PROTOCOLS, PROCEDURES OR ACTIONL IN THE T OF CRISIS ITH OJT LIMITING THE FOREGOING, CLIENT FURTHER AGREES THAT IT SHALL BE SOLELY RESPONSIBLE FOR- (1) CREATING AND MAINTAININGITS EMERGENCY ACTION PLANWITHIN , (2) ENSURING THAT CLIENT'S T' PL , CONTRACTORS AND OTHERR VI � ACCESS TO ITS EMERGENCY ACTION PLANWITHIN , AND (3) CONTACTING (E.G,, CALLING 911) EMERGENCY SERVICES IN THE V T OF AN ACTUAL CRISISy OR ICY. FACILITY DUDE ALL HAVE NO RESPONSIBILITYLIABILITY � AS A LILT OF THIS R T AND/OR CLIENT'S USE OF SC FOR DECISIONSn MADE OR ACTIONS TAKEN OR NOT TAKEN IN THE EVENT OF A CRISIS EMERGENCY. � Local Laws and Export Control Facility ude.com controls and operates this Service from its location in the United States of America and is subject to the United States Export Administration Laws and Regulations. Facility ue.corn makes no representation that the Service is appropriate or available for use in other locations. If you use the Service from outside the United States of America, you are solely responsible for compliance with all applicable laws, including without limitation export and import regulations of other countries. Any diversion of the Content contrary to United States law is prohibited. None of the Content, nor any information acquired through the use of the Service, is or will be acquired for, shipped, transferred, or re-exported, directly or indirectly, to proscribed or embargoed countries or their nationals, nor is or will be used for nuclear activities, chemical biological weapons, or missile projects, sinless specifically authorized by the United States Government for such purposes. You shall comply strictly with all United States export laws and assume sole responsibility for obtaining licenses to export or re-export as may be required. 0 INDEPENDENT CONTRACTOR t all times and for all purposes under this agreement Facility u e.corn is an independent contractor and not an employee of the Board of County Commissioners of Monroe County, No statement contained in this agreement shall be construed so as to find FacilityDride.corn or any of his employees, subcontractors, servants, or agents to be employees of the Board of County Commissioners of MonroeCounty. Page 14 of 18 F ciility u .c m 70U&Privacy Policy Packet;Pg. 500 C.7.c NONDISCRIMINATION Facility ude.com agrees that there will be no discrimination against any person, and it is expressly understood that upon a determination by a court of competent jurisdiction that discrimination has occurred, this Agreement automatically terminates without any further E action on the part of any party, effective the date of the court order, Facility u e.com agrees to comply with all Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are riot limited to: ) Title V1 of the Civil Rights Act of 1964 L 6-3 2)which prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC ss. 1 1-1633, and 1665-1666), which prohibits discrimination on the basis of sex; 3) - Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age Discrimination Act of 1975, as amended (42 USC ss, 6101-6107) which prohibits discrimination on the basis of age; )The n Drug Abuse Office and Treatment Act of 1972 ( L 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; ) The Comprehensive Alcohol Abuse and y Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 ( L 1-61 ), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and gee- ), as amended, relating to confidentiality of alcohol and drug abuse patient records; Title Vill of y the Civil Rights Act of 196 ( 2 USC s. et seq.)„ as amended, relating to nondiscrimination in the sale„ rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s. 1201Note), as maybe amended from time to time, relating to nondiscrimination on the basis of disability; 1 ) Any other nondiscrimination provisions in any Federal or state statutes which may apply to COUNTY and CONTRACTOR to, or the subject matter of, this Agreement. COMPLIANCEIREQUIREMENTS In providing all services/goods pursuant to this agreement, FacilityDude.com shall abide by all laws of the Federal and State government, ordinances, rules and regulations pertaining to, or regulating the provisions of, such services, including those now in effect and hereinafter adopted. Compliance with all laves includes, but is not limited to, the immigration laws of the Federal and State government. Any violation of said statutes, ordinances, rules and regulations shall constitute a material breach of this agreement and shall entitle the Board to terminate this Agreement. Facility u e.com shall possess proper licenses to perform work in accordance with these specifications throughout the terra of this Agreement. CONFLICTDISCLOSURE AND INTEREST Page 15 of 28 FacilityDucle.com Ton&Privacy policy Packet;Pg. 50'1 C.7.c FacilityDride.com represents that it, its directors, principals and employees, presently have ) no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance of services required by this contract, as provided in Sect. 112311, at seq., Florida Statutes. COUNTY agrees that officers and employees of the � COUNTY recognize and will be required to comply with the standards of conduct for public 0. officers and employees as delineated in Section 112.3,13, Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts® doing business with one's agency; unauthorized compensation; misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information, COUNTY and Facility ude.com warrant that, in respect to itself, it has neither employed nor retained any company or person, other than a bona fide employee working solely for it, to solicit or secure this Agreement and that it has not paid or agreed to pay any person, y company, corporation, individual, or firm, ether than a bona fide employee working solely for it, any fee, commission, percentage, gift, or other consideration contingent upon or resulting y from the award or making of this Agreement. For the breach or violation of the provision, the Facility u e.com agrees that the COUNTY shall have the right to terminate this 2 Agreement without liability and, at its discretion, to offset from onies awed, or otherwise recover, the full amount of such fee, cornmission, percentage, gift, or consideration. y CREDITNO PLEDGE OF FacilityDude.com shall not pledge the U TY'S credit or make it a guarantor of payment = or surety for any contract, debt, obligation, judgment, lien, or any form of indebtedness. Facility ude.com further warrants and represents that it has no obligation or indebtedness that would impair its ability to fulfill the terms of this contract. SubmissionsW FacilityDude.com alone will own all right; title and interest, including all related intellectual property rights, to any suggestions, ideas, feedback, recom ,n ations® or other information provided y you relating to the Service ("Submissions") and you agree to assign such Submissions to FacilityDude.com free of charge. FacilityDude.comy use such ca Submissions as it deems appropriate in its sole discretion. Notice FacilityDude.corn may give notice by means of a general notice on the Service, electronic ail to your e-mail address on record in cility ude.co °s account information, or by written communication sent by first class mail to your address on record in Page 16 of 18 FacilityDuclexorri TOU&Privacy Policy Packet;Pg. 502 C.7.c Facility ude.com's account information. You may give notice to Facility ude,com (such ) notice shall be deemed given when received by FacilityDude.com) at any time any of the following: electronic mail to sales facilit dude.co p letter sent by confirmed facsimile to FacilityDude-com at the following fax number: 1 -459-3107; latter delivered by nationally � recognized overnight delivery service or first class postage prepaid mail to FacilityDude.com at the following address: Facility u e.corn, 11000 Regency Parkway, Suite 110, Cary, NC E 27516. Modification acility u .core reserves the right to change the terms and conditions of this Agreement or its policies relating to the Service at any time and shall notify you by posting an updated version of this Agreement on the Service. Facility ude.com will notify the County in writing of any changes to the terms and conditions of the Agreement at the time of the change. LU y Such notification shall be seat to the contact identified in the Notice Section of this Agreement. y 0 NOTICE REQUIREMENT 2 Any notice required or permitted under this agreement shall be in writing and hand delivered 0 or mailed, postage prepaid, to the other party by certified mail, returned receipt requested, � to the following- FOR COt1 TY": Monroe County Project Mana ernent/Facilities 1100 Simonton Street Key West, FL 33040 and Monroe County Attorney Post Office Box 126 Key West, FL33041-1026 N FOR ILI U . FacilityDude.com �i Contracts Administrator 11000 Regency Pkwy., Ste. 110 Cary, NC 27518U- Beneficiaries Page 17 of 18 facility u .com T u&Privacy Policy Packet iPg. 503 C.7.c The rights and limitations in this Agreement are also for the benefit of acility u .corn°s licensors each of whore shall have the right to enforce its rights hereunder directly and on its own behalf. General E E 0. This Agreement shall be governedy and construed in accordance with the laws of the State of Florida applicable to agreements madeand to be p entirely in the State. In the event that any cause of action or administrative proceedingis instituted for the enforcement or interpretation of this Agreement, the County and FacilityDude.comre that venue will lie in the appropriate court or before the appropriate administrative body in Monroe County, Florida. No text or information sat forth on any other purchase carder, preprinted form or document shall add to or vary the terms and conditions of this Agreement. The County and FacilityDude.com agree that, in the event of conflictingLu interpretations of the terms or a term of this Agreement by or between any of there the issue shall be submitted to mediation prier to the institution of any other administrative or legal y proceeding. Mediation proceedings initiated and conducted pursuanto this Agreement shall be in accordance With the FloridaRules of Civil Procedure and usual and customary procedures required the circuit court of Monroe County. The English language version of 0 this Agreement shall control. If any provision of this Agreement is held by a court of y competent jurisdiction to be invalid or unenforceable, there such provision(s) shall be construed, as nearly as possible, to reflect the intentions of the invalid or unenforceable rovision(s), with all other provisions remaining in full force and effect. No joint venture, partnership, employment, or agency relationship exists between you and Facility u e.corn s a result of this agreement or use of the SerVice. The failure of FacilityDude.com to enforce any right or provision in this Agreement shall not constitute a waiver of such right or provision runless acknowledged and agreed to by Facility ude.com in writing. This Agreement comprises the entire agreement between you and FacilityDude.com and supersedes all prior or contemporaneous negotiations, discussions or agreements, whether written or oral, between the parties regarding the subject matter contained herein. 4..._ _.. . u...M.._....._.........._ . _.............._ Monroe bounty cilitVc intu i natur IVarries Wattle: I Title: rr Title;VP, a8e Date: 8 . APPROVED AS TO FORM Page 19 of dlity udexom'rou&Privacy Policy CHRIS I Q ASSl ,�y 7 7�' Date: Packet iPg. 504 0