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HomeMy WebLinkAboutC2020-414 - 12/1/2020 - ApprovedMASTER SERVICES AGREEMENT NO. 60351 Last updated: June 25, 2020 Page 1 of 7 This Master Services Agreement No. 60351 (" Agreement ") is effective on the date of the last signature, (“ Effective Date ”) and is made by and between MCCi, LLC, a Florida limited liability company, and its Affiliates with its principal office located at 3717 Apalachee Parkway, Suite 201, Tallahassee, FL 32311 (“ MCCi ") and Client (defined herein). MCCi and Client may each be referred to individually herein as “ Party ” or collectively as the “ Parties ”. The term “ Client ” in this Agreement shall also include Client’s “Affiliates ,” defined as a legal entity that directly or indirectly controls, is controlled by, or is under common control with the party. It is agreed that Client’s Affiliates shall enjoy the same rights, benefits and obligations set forth in this Agreement as are applicable to Client. The Parties hereto intending to be legally bound hereby, agree as follows: 1. Scope of Service MCCi and Client may develop and enter into one or more sales orders, attached herein or incorporated by reference, incorporating a description of the specific goods and/or services requested by Client (each, and as modified in writing by the Parties, an “Order ”). MCCi will provide to Client those goods and/or services described as its obligation in the Order (collectively, the “ Services ”). If applicable, each Order will also describe items specifically required to be delivered by MCCi to Client (the “ Deliverables ”), and the acceptance criteria for each of the Deliverables. Further, each Order will set forth, among other things, tasks to be performed by the Parties and roles and responsibilities of each Party. Each Order shall specifically identify this Agreement and indicate that it is subject to the terms hereof. To the extent there are any conflicts or inconsistencies between this Agreement and any Order or Client purchase order, except in regard to Sections 2 or 3 herein, the provisions of this Agreement shall govern and control. To the extent that there are any conflicts or inconsistencies between this Agreement and any Client- entered third party government purchasing agreement (“ Purchasing Vehicle ”, the provisions of the Purchasing Vehicle shall govern and control. No change order, notice, direction, authorization, notification or request (collectively, “ Change Order ”) will be binding upon Client or MCCi, nor will such Change Order be the basis for any claim for additional compensation by MCCi, until Client and MCCi have agreed in writing to change the terms of an applicable Order, or to execute a new Order, as appropriate. 2. Fees Client shall pay to MCCi the fees and other compensation set forth in each Order. By executing the applicable Order, Client acknowledges their pre-approval for any Order Expenses quoted. Unless otherwise specified, Client will also reimburse MCCi for all reasonable out-of- pocket travel, living and other ancillary expenses paid or incurred by MCCi in connection with the Services (“ Order Expenses ”). 3. Invoicing and Payment Unless otherwise stated in an Order, MCCi will invoice Client for all fees, charges and reimbursable expenses on a monthly basis and upon completion of each Order. Client agrees to pay all undisputed invoices and undisputed portions of a disputed invoice in full within thirty (30) days from the date of each invoice. Failure to pay invoices by the due date, unless MCCi has been informed by said due date that an invoice is being contested and the reason therefore, may result in the imposition of interest charges to the extent allowable by law as well as any associated legal and collection fees incurred. Client further agrees to pay amounts equal to any federal, state or local sales, use, excise, privilege or other taxes or assessments, however designated or levied, relating to any amounts payable by Client to MCCi under this Agreement or any other Agreement between the Parties, exclusive of taxes based on MCCi’s net income or net worth, and understands and accepts that any pricing defined in an Order does not include such taxes. All recurring software maintenance support, subscriptions, and/or other service packages (“Recurring Services” ) will automatically renew and be billed unless Client has terminated the Agreement per Section 4 below or provided sixty (60) days written notice prior to the scheduled renewal date of the Recurring Services. Once payment has been received, no refunds for Recurring Services are available. 4. Term, Termination, and Cancellation This Agreement will commence on the Effective Date and will be effective for a three (3) year period. Termination of this Agreement or any Order hereunder may occur upon any of the following: (a) Thirty (30) days after a Party’s receipt of written notice from the other Party that this Agreement or the Services, in whole or in part under an Order, shall be terminated; or (b) Thirty (30) days after one Party notifies the other in writing that they are in breach or default of this Agreement, unless the negligent Party cures such breach or default within such thirty (30) day period; or (c) Fifteen (15) days after the filing of a petition in bankruptcy by or against either Party, any insolvency of a Party, any appointment of a receiver for such Party, or any assignment for the benefit of such Party’s creditors (a “ Bankruptcy Event”), unless such Party cures such Bankruptcy Event within the fifteen (15) day period. In all events, Client shall be liable for full payment for Services and reimbursement of MCCi's expenses incurred through the effective date of termination. If Client cancels or puts on hold an Order between completed milestones, MCCi will invoice Client for a pro- rated share of the uncompleted milestone(s) for Services performed through the date of such termination or delay. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 MASTER SERVICES AGREEMENT NO. 60351 Last updated: June 25, 2020 Page 2 of 7 5. Working Arrangements All Services shall be performed remotely, unless otherwise agreed to by the Parties. If Services are to be performed on Client’s premises, Client shall provide the following to MCCi Personnel: (i) a suitable and adequate work environment, including space for work and equipment for performance of the Services; (ii) access to and use of Client’s facilities and relevant information, including all necessary software, hardware and documentation; (iii) timely assistance in the acquisition of, or correction of any hardware or software problems that would affect the performance of Services; and (iv) any other items set forth in each Order. Client will ensure that all Client’s personnel, vendors, and/or subcontractors who may be necessary or appropriate for the successful performance of the Services will, on reasonable notice: (i) be available to assist MCCi Personnel by answering business, technical and operational questions and providing requested documents, guidelines and procedures in a timely manner; (ii) participate in the Services as reasonably necessary for performance under an Order; and (iii) be available to assist MCCi with any other activities or tasks required to complete the Services in accordance with the Order. 6. MCCi Personnel Neither MCCi nor its Personnel are or shall be deemed to be employees of Client but rather as independent contractors. MCCi shall be responsible for the compensation of its Personnel, in addition to any applicable employment taxes, workmen's compensation and any other taxes, insurance or provisions associated with the employment of such personnel. In addition, MCCi shall be responsible for all acts or omissions of its Personnel. MCCi will also not discriminate in the referral or hiring of MCCi Personnel on the bases of race, religion, sexual orientation, color, sex, age, national origin, disability that does not affect the ability for an individual to perform his or her job, or other protected categories as required by state, federal, and local laws. MCCi may utilize independent subcontractors in satisfying its obligations under this Agreement (collectively with MCCi employees “Personnel ”). MCCi affirms to Client that these resources will adhere to and are subject to the same representations made by MCCi throughout this Agreement. Upon receipt of notice from Client that any MCCi Personnel is not suitable, MCCi shall remove such person from the performance of Services and will provide a qualified replacement as quickly as possible. Unless a particular MCCi Personnel member has been identified as a key resource to the relevant Order, MCCi at its sole discretion may reassign, if and as necessary, other appropriately qualified MCCi Personnel to the relevant Order as long as such assignment will not affect MCCi’s fee for the Services defined or ability to satisfy its Deliverables. Neither Party shall be deemed to be a legal representative of the other nor has any authority, either express or implied, to bind or obligate the other in any way. 7. Non-Solicitation Each Party agrees not to directly or indirectly solicit, offer employment to, or accept any services outside of this Agreement from any employee or independent contractor of the other Party who provided services for the non-soliciting Party within the previous twelve (12) months, during the term of this Agreement, and for twelve (12) months thereafter. Notwithstanding the foregoing, either Party may solicit for employment, offer employment to, employ, or engage as a consultant or advisor, any of the other Party’s personnel who: (i) had no previous direct contact with the soliciting Party’s personnel in connection with, and during the performance of, the Services hereunder, or (ii) have responded to a general, publicly-available advertisement for employment at such Party (including its affiliates), or (iii) make unsolicited approaches or inquiries to such Party (including its affiliates) regarding employment opportunities. The current employing Party, in its sole discretion, may waive this provision in writing for an individual. In consideration for such waiver, other Party agrees to pay a placement fee equal to fifty percent (50%) of such person’s new total annual compensation. This placement fee shall be due immediately upon such person’s commencement of services. 8. Confidential Information The Parties acknowledge that in the course of MCCi providing Services for Client hereunder, each may receive Confidential Information (as defined below) of the other Party. Any and all Confidential Information in any form or media obtained by a Recipient shall be held in confidence and shall not be copied, reproduced, or disclosed to third parties for any purpose whatsoever except as necessary in connection with the Services provided under this Agreement. The Recipient further acknowledges that it shall not use such Confidential Information for any purposes other than in connection with the activities contemplated by this Agreement. All consultants assigned by MCCi to Client will sign appropriate forms of confidentiality agreements on or prior to their start date. The Parties acknowledge that Client is a Texas governmental entity subject to the Texas Public Information Act (the “Act”). Should Client receive a request for disclosure of Information pursuant to the Act, Client will promptly provide MCCi notice of such request so that MCCi may avail itself of any opportunities to establish reasons why the information should be withheld prior to disclosing such Confidential Information. The burden of establishing the applicability of exceptions to the disclosure of Information under the Act resides with MCCi. Should MCCi be unable to establish a valid exception from disclosure or exclusion from the Act, then Client may release the information, solely to the extent necessary to comply with the Act. “Confidential Information ” means any and all confidential information of a Party disclosed to the other Party, including, but not limited to, research, development, proprietary software, technical DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 MASTER SERVICES AGREEMENT NO. 60351 Last updated: June 25, 2020 Page 3 of 7 information, techniques, know-how, trade secrets, processes, customers, employees, consultants, pricing information and financial and business information, plans and systems. Confidential Information shall not include information which: (i) was known to the Party receiving the information (the “ Recipient ”) prior to the time of disclosure by the other Party (the “ Disclosing Party ”); (ii) at the time of disclosure is generally available to the public or after disclosure becomes generally available to the public through no breach of agreement or other wrongful act by the Recipient; (iii) was lawfully received by Recipient from a third party without any obligation of confidentiality; or (iv) is required to be disclosed by law or order of a court of competent jurisdiction or regulatory authority. The obligations set forth in this Section shall survive termination of this Agreement for a period of three (3) years thereafter. 9. Intellectual Property Unless otherwise specified in any Order, title to all materials, products and/or Deliverables, including, but not limited to, reports, designs, programs, specifications, documentation, manuals, visual aids, and any other materials developed and/or prepared for Client by MCCi under any Order (whether or not such Order is completed) (“ Works ”), and all interest therein shall vest in Client and shall be deemed to be a work made for hire and made in the course of the Services rendered hereunder. MCCi shall retain a non-exclusive, royalty-free, world-wide, perpetual license to use, sell, modify, distribute and create derivative works based upon any of the foregoing Works in its information technology professional services business, provided that in so doing MCCi shall not use or disclose any Client Confidential Information or Deliverables unique to or owned by Client. To the extent that title to any such Works may not, by operation of law, vest in Client or such Works may not be considered works made for hire, all rights, title and interest therein are hereby irrevocably assigned to Client. All such Works shall belong exclusively to Client, except as set forth herein, with Client having the right to obtain and to hold in its own name, copyrights, registrations or such other protection as may be appropriate to the subject matter, and any extensions and renewals thereof. MCCi agrees to give Client and any person designated by Client, reasonable assistance, at Client's expense, required to perfect the rights defined in this Section 8. Unless otherwise requested by Client, upon the completion of the Services to be performed under each Order or upon the earlier termination of such Order, MCCi shall immediately turn over to Client all Works and Deliverables developed pursuant to such Order, including, but not limited to, working papers, narrative descriptions, reports and data. Notwithstanding the foregoing, the following shall not constitute the property of Client: (i) MCCi software, including but not limited to any proprietary code (source and object), which is subject to third-party license agreements with MCCi; (ii) those portions of the Deliverables which include information in the public domain or which are generic ideas, concepts, know-how and techniques within the computer design, support and consulting business generally; and (iii) those portions of the Deliverables which contain the computer consulting knowledge, techniques, tools, routines and sub-routines, utilities, know-how, methodologies and information which MCCi had prior to or acquired during the performance of its Services for Client and which do not contain any Confidential Information (as hereinafter defined) of Client conveyed to MCCi. To the extent that any portion of the Deliverables includes information or material that falls within the exceptions to property of Client described in Subsection (iii) above, MCCi shall be deemed to have granted Client a paid up, world- wide, non-exclusive license to use any such information or material imbedded in the Deliverables for its internal business needs and a non-exclusive license to make copies thereof for use only in its and its affiliates’ facilities, subject to third party license agreements, if any. Should MCCi, in performing any Services hereunder, use any computer program, code or other materials developed by it independently of the Services provided hereunder (“Pre-existing Work ”), MCCi shall retain any and all rights in such Pre-existing Work. MCCi hereby grants Client a paid up, world-wide, non-exclusive license to use and reproduce the Pre-existing Work for its internal business needs. Client understands and agrees that MCCi may perform similar services for third Parties using the same personnel that MCCi may use for rendering Services for Client hereunder, subject to MCCi’s obligations respecting Client’s Confidential Information pursuant to Section 8. 10. Data Privacy In the event that MCCi, in the course of providing Services to Client, receives, stores, maintains, processes or otherwise has access to “Personal Information ” (as defined by the State Data Protection Laws and/or European Union Directives, and including, but not limited to, an individual’s name and social security number, driver’s license number or financial number) then MCCi shall safeguard this information in accordance with these laws. MCCi may disclose Personal Information for business purposes only on a need-to-know basis and only with (i) MCCi Personnel, (ii) any third party service providers that has agreed to safeguard Personal Data in a like manner as MCCi safeguards such information, and (iii) with other entities authorized to have access to such information under applicable law or regulation. MCCi may disclose Personal Data when necessary to protect its rights and property, to enforce its terms of use and legal agreements, as required or permitted by law, or at the request of law enforcement authorities and the courts, and pursuant to a subpoena. MCCi shall have no duty to notify Client of such compliance with law. MCCi takes reasonable and appropriate measures to maintain the confidentiality and security of Personal Data and to prevent its unauthorized use or disclosure. To the extent that MCCi experiences a Security Breach as defined under the State Data Protection Laws for information generated in connection with this Agreement or any Order hereto, MCCi shall notify Client in writing within five (5) business days of discovering such Security Breach. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 MASTER SERVICES AGREEMENT NO. 60351 Last updated: June 25, 2020 Page 4 of 7 11. Warranty (a) Services Warranty. MCCi warrants that all Services shall be performed by personnel with relevant skill sets and familiar with the subject matter for the Order in a professional, competent and workman-like manner. MCCi’s delivery of a Deliverable to Client shall constitute a representation by MCCi that it has conducted a review of the Deliverable and believes it meets the written specifications set forth in the corresponding Order. Client shall then have the right to conduct any review of the Deliverable as Client shall deem necessary or desirable. If Client, in its reasonable discretion, determines that any submitted Deliverable does not meet the agreed upon specifications, Client shall have five (5) business days after MCCi’s submission to give written notice to MCCi specifying the deficiencies in reasonable detail. MCCi shall use reasonable efforts to promptly cure any such deficiencies. After completing any such cure, MCCi shall resubmit the Deliverable for review as set forth above. Notwithstanding the foregoing, if Client fails to reject any Deliverable within five (5) business days, such Deliverable shall be deemed accepted. MCCi does not warrant that the Services or Deliverables will be uninterrupted or error-free, provided that MCCi shall remain obligated pursuant to this Section 11. If the Services fail to conform to the foregoing warranty in any material respect, Client’s initial remedy will be for MCCi, at its expense, to promptly use commercially reasonable efforts to cure or correct such failure. Upon failure of the foregoing, Client’s remedies, and MCCi’s entire liability, as a result of such failure, shall be subject to the limitations set forth in Section 12 below. The foregoing warranty is expressly conditioned upon (i) Client providing MCCi with prompt written notice of any claim thereunder prior to the expiration thereof, which notice must identify with particularity the non-conformity; (ii) Client’s full cooperation with MCCi in all reasonable respects relating thereto, including, in the case of modified software, assisting MCCi to locate and reproduce the non-conformity; and (iii) with respect to any Deliverable, the absence of any alteration or other modification of such Deliverable by any person or entity other than MCCi. The Parties acknowledge and agree that this Agreement relates solely to the performance of services (not the sale of goods) and, accordingly, will not be governed by the Uniform Commercial Code of any State having jurisdiction. MCCi also does not warrant any third-party products procured on behalf of Client, and if there are any product warranties provided by the manufacturer of the product, any remedy should be requested directly from manufacturer. EXCEPT AS EXPRESSLY PROVIDED IN THIS SECTION 10, MCCI DOES NOT MAKE OR GIVE ANY REPRESENTATION OR WARRANTY, WHETHER SUCH REPRESENTATION OR WARRANTY BE EXPRESS OR IMPLIED, INCLUDING ANY WARRANTY OF MERCHANTABILITY, QUALITY, OR FITNESS FOR A PARTICULAR PURPOSE OR ANY REPRESENTATION OR WARRANTY FROM COURSE OF DEALING OR USAGE OF TRADE. In the event that Client asserts any claim for warranty services hereunder and such claim relates to any matter that is mutually determined by the Parties not to be MCCi’s responsibility hereunder (including any problem with Client’s computer hardware or software that was not caused by any Services performed by MCCi), Client shall pay MCCi for all costs incurred for all evaluation, correction or other services performed by MCCi relating to such claim on a time and materials basis at MCCi’s then standard billing rates. (b) General Warranty. MCCi shall perform the Services in compliance with all applicable international, federal and state laws and regulations and industry codes, including but not limited to (i) federal and state anti-kickback laws and regulations and laws governing payments to and relationships with healthcare professionals, including 42 U.S.C. §1320a-7b(b); (ii) federal Food and Drug Administration laws, regulations and guidance, including the federal Food, Drug and Cosmetic Act and the Prescription Drug Marketing Act, (iii) federal and state securities laws, meaning that MCCi agrees that Client may be a publicly traded company and MCCi shall instruct MCCi Personnel that federal and state securities laws prohibit the purchase, sale, or pledge of Client stock while in possession of any material, non-public information, (iv) the Foreign Corrupt Practices Act of 1977, and the UK Bribery Act, the 1997 OECD Convention on Combating Bribery of Foreign Public Officials in International Business Transactions, and (v) international, federal and state privacy and data protection laws, including, but not limited to, the relevant European Union directives, Health Insurance Portability and Accountability Act of 1996 and the Health Information Technology for Economic and Clinical Health Act, Chapter 93H of The Massachusetts General Laws and its implementing regulations, 201 CMR 17.00, and Cal. Civ. Code § 1798.80-.84 (collectively, “ State Data Protection Laws ”). 12. Indemnification and Limitation of Liability (a) Third-Party Claim Indemnification. MCCi shall indemnify, defend and hold the Client harmless against any loss, damage or costs (including reasonable attorneys' fees) in connection with third party claims, demands, suits, or proceedings (" Claims "): • For bodily injury or personal property damage arising out of the MCCi’s performance within the scope of its responsibilities under this Agreement. • A breach of such the MCCi’s obligations with respect to confidentiality • A breach by the MCCi of applicable laws. • Caused by negligent acts, omissions or willful misconduct of MCCi. (b) MCCi Indemnification. MCCi shall defend, indemnify and hold Client harmless against Claims made or brought against Client by a third party alleging that the use of any Deliverable as provided to Client under this Agreement or any Order hereto and used in accordance with this Agreement and DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 MASTER SERVICES AGREEMENT NO. 60351 Last updated: June 25, 2020 Page 5 of 7 relevant documentation, infringes any third party’s intellectual property rights. Notwithstanding the foregoing, MCCi shall not be required to indemnify Client to the extent the alleged infringement: (x) is based on information or requirements furnished by Client, (y) is the result of a modification made by a party other than MCCi, or (z) arises from use of a Deliverable in combination with any other product or service not provided by MCCi. If Client is enjoined from using the Deliverable or MCCi reasonably believes that Client will be enjoined, MCCi shall have the right, at its sole option, to obtain for Client the right to continue use of the Deliverable or to replace or modify the Deliverable so that it is no longer infringing. If neither of the foregoing options is reasonably available to MCCi, then this Agreement may be terminated at either Party’s option and MCCi’s sole liability shall be subject to the limitation of liability provided in this Section. (c) Client Warranty. If the Services require MCCi to access or use any third party products provided or used by Client, Client warrants that it shall have all rights and licenses of third Parties necessary or appropriate for MCCi to access or use such third party products and agrees to produce evidence of such rights and licenses upon the reasonable request of MCCi (d) Indemnification Procedure. Client shall give MCCi (a) prompt written notice of the Claim; (b) sole control of the defense and settlement of the Claim (provided that MCCi may not settle any Claim unless it unconditionally releases Client of all liability); and (c) at MCCi’s cost, all reasonable assistance. (e) Limitation of Liability. In no event shall either Party be liable for special, exemplary, incidental, or consequential damages (including, without limitation, lost revenues, profits, savings or business) or loss of records or data, whether or not the possibility of such damages has been disclosed to such Party in advance or could have been reasonably foreseen by such Party, and whether in an action based on contract, warranty, strict liability, tort (including, without limitation, negligence) or otherwise. Except for a Party’s indemnification obligations, each Party's maximum aggregate liability for all claims, losses or other liability arising out of, or connected with, this Agreement, the Services contemplated hereunder or Client’s use of any such Services or Deliverables, and whether based upon contract, warranty, strict liability, tort (including, without limitation, negligence), or otherwise, shall in no case exceed the aggregate amounts paid to MCCi by Client under the applicable Order, giving rise to such claim during the last six (6) months. Each Party's entire liability and Client's remedies under this Agreement shall be subject to the limitations contained in this Section 12. The limitations on warranty and liability specified in Sections 11 and 12 hereof will survive and apply even if any limited remedy herein is found to have failed of its essential purpose. The Parties acknowledge that the limitation of warranties and liabilities as set out in this Agreement are an essential basis of this Agreement and that the prices agreed to be paid by Client for Services reflect these limitations. 13. Insurance During the term of this Agreement, MCCi shall carry, at its sole expense, insurance coverage to include at a minimum the following: • Workers Compensation: State statutory limits and $1,000,000 employers’ liability • Comprehensive General Liability: $2,000,000 per occurrence and $4,000,000 in the aggregate • Professional Liability: $1,000,000 per occurrence and $3,000,000 in the aggregate • Errors and Omissions: $1,000,000 per occurrence • Cyber and Technical Errors and Omissions: $3,000,000 in the aggregate 14. Notices All notices, demands and other communications required or permitted hereunder or in connection herewith shall be in writing and shall be deemed to have been duly given if delivered (including by receipt verified electronic transmission) or mailed in the Continental United States by first class mail, postage prepaid, to a Party at the following address, or to such other address as such Party may hereafter specify by notice: If to MCCi If to Client: MCCi, LLC City of Corpus Christi, TX 3717 Apalachee Parkway, Suite 201 P.O. Box 9277 Tallahassee, FL 323 11 Corpus Christi, TX 78469 Attn: Legal Department Email: legal@mccinnovations.com Attn: Wendy Contreras 15. Miscellaneous (a) 3rd Party EULA Provisions. Client acknowledges that they are responsible for adhering to any 3 rd party End User License Agreements ( “EULA”), whether supplied by MCCi as a convenience or not, for any products procured on behalf of Client by MCCi. (b) Use of Open Source Code. Except as disclosed in the Order, MCCi does not distribute nor otherwise use any open source or similar software in a manner that would obligate MCCi to disclose, license, make available or distribute any of its material proprietary source code as a condition of such use. For purposes of this Agreement, “ Open Source ” shall mean any software or other Intellectual Property that is distributed or made available as “open source software” or “free software” or is otherwise publicly distributed or made generally available in source code or equivalent form under terms that permit modification and redistribution of such software or Intellectual Property. Open Source Materials includes software that is licensed under the GNU General Public License, GNU Lesser General Public License, Mozilla License, Common Public License, Apache License or BSD License, as well as all other similar “public” licenses. (c) Client Software Customizations. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 MASTER SERVICES AGREEMENT NO. 60351 Last updated: June 25, 2020 Page 6 of 7 Client may choose to customize their software internally without MCCi’s help. MCCi is not responsible for any damages caused by Client’s customization of the software. MCCi will not be held responsible for correcting any problems that may occur from these customizations. (d) MCCi Software Configuration Services. Client may elect to contract with MCCi to configure Client’s software. In these situations, Client acknowledges they are responsible for testing all software configurations and as such, waives any and all liability to MCCi for any damages that could be related to these software configurations. (e) Force Majeure. If either of the Parties hereto are delayed or prevented from fulfilling any of its obligations under this Agreement by force majeure, said Parties shall not be liable under this Agreement for said delay or failure. “ Force Majeure ” means any cause beyond the reasonable control of a Party including, but not limited to, an act of God, an act or omission of civil or military authorities of a state or nation, epidemic, pandemic, fire, strike, flood, riot, war, delay of transportation, or inability due to the aforementioned causes to obtain necessary labor, materials or facilities. (f) Audit Rights. With reasonable notice and at a convenient location, Client will have the right to audit MCCi’s records to verify MCCi’s records to confirm MCCi’s billing to Client is correct. In addition, should any of Client’s regulators legally require access to audit the Services, MCCi will, to the extent legally required by such regulators, provide access for the same. All results of such audits shall be MCCi Confidential Information. Client shall bear all costs associated with audits. (g) Assignment. Neither Party may assign or otherwise transfer any of its rights, duties or obligations under this Agreement without the prior written consent of the other Party. Either Party, however, without any requirement for prior consent by the other, may assign this Agreement and its rights hereunder to any Party or entity who succeeds (by purchase, merger, operation of law or otherwise) to all or substantially all of the capital stock, assets or business of such Party, if the succeeding party or entity agrees in writing to assume and be bound by all of the obligations of such Party under this Agreement. This Agreement shall be binding upon and accrue to the benefit of the Parties hereto and their respective successors and permitted assignees. (h) Modification. This Agreement may be modified only by a written amendment executed by duly authorized officers or representatives of both Parties. (i) Provisions Severable. If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, then such provision shall be severed from this Agreement and the remaining provisions will continue in full force. (j) Dispute Resolution. Should a dispute arise between MCCi and Client involving their respective responsibilities, limitations or the working relations between the Parties under this Agreement or any Order, then the Parties will make every effort to amicably resolve the dispute. Prior to entering arbitration as set forth below, the Parties agree that any dispute will initially be referred to their senior management for resolution within ten (10) business days of receipt of notice specifying and asking for the intervention of the Parties’ superiors. If the dispute is still unresolved after such ten (10) business day period, the Parties agree, at the written request of either Party, to submit the dispute to a single arbitrator for resolution by binding arbitration under the rules of the American Arbitration Association, and that any award of the arbitrator shall be enforceable under any court having jurisdiction thereof. In any such action, the Parties will bear their own costs and will share equally in the costs and fees assessed by the American Arbitration Association for its services. (k) Interpretation. The descriptive headings of this Agreement and of any Order under this Agreement are for convenience only and shall not affect the construction or interpretation of this Agreement. As used herein, “include” and its derivatives (including, “e.g.”) shall be deemed to mean “including but not limited to.” Each Party acknowledges that this Agreement has been the subject of active and complete negotiations, and that this Agreement should not be construed in favor of or against any Party by reason of the extent to which any Party or its professional advisers participated in the preparation of this Agreement. (l) Publicity. MCCi may use the name of Client, the existence of this Agreement and the nature of the associated services provided herein for marketing purposes, except that such use shall not include any Client Confidential Information as defined in Section 7 of this Agreement. (m) Entire Agreement. This Agreement and all Order(s) attached hereto constitute the complete and exclusive statement of the agreement between the Parties and supersedes all proposals, oral or written, and all other prior or contemporaneous communications between the Parties relating to the subject matter herein. (n) Counterparts. This Agreement may be executed in several counterparts, each of which will be deemed an original, and all of which taken together will constitute one single agreement between the Parties with the same effect as if all the signatures were upon the same instrument. (Remainder of Page Intentionally Left Blank; Signature Page Follows) DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 MASTER SERVICES AGREEMENT NO. 60351 Last updated: June 25, 2020 Page 7 of 7 IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed by their respective duly authorized representatives as of the Effective Date. MCCi, LLC CITY OF CORPUS CHRISTI, TX (“Client”) Signed: __________________________ Signed: ___________________________ Name: ___________________________ Name: ____________________________ Title: ____________________________ Title: _____________________________ Date: ____________________________ Date: _____________________________ P.O. BOX 9277 CORPUS CHRISTI, TX 78469 11/30/2020 President & CEO Donny Barstow DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 12/3/2020Aimee Alcorn-Reed Approved to Legal Form 12/01/2020 M2020-230___________________Authorized By Council ________________________ 12/3/2020 Kim Baker Contracts and Procurement ATTEST: _____________________________ Rebecca Huerta City Secretary ADDENDUM NO. 1 TO MASTER SERVICES AGREEMENT NO. 60351 CONSULTING SERVICES ORDER Addendum No. 1 to Master Services Agreement No. 60351 Page 1 of 5 Pursuant to Master Services Agreement No. 60351 (" Agreement "): This Consulting Services Order, designated as Addendum No. 1 is entered into as of _________________, 2020 (“ Addendum Effective Date ”) , by and between MCCi and Client and is hereby incorporated into the Agreement and made a part thereof. If there is any conflict between a provision of the Agreement and this Addendum, the Agreement will control. Any capitalized terms not otherwise defined herein shall have the meaning set forth in the Agreement. This Order supersedes any previous quote or proposals received. IN WITNESS WHEREOF, the Parties hereto have caused this Addendum No. 1 to be executed by their respective duly authorized representatives as of the Addendum Effective Date. MCCi, LLC CCORPUS CHRISTI, TX (“Client”) Signed: __________________________ Signed: ___________________________ Name: ___________________________ Name: ____________________________ Title: ____________________________ Title: _____________________________ Date: ____________________________ Date: _____________________________ 11.30.2020 President & CEO Donny Barstow DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 12.03.2020 Kim Baker Contracts and Procurement 12/3/2020 Addendum No. 1 to Master Services Agreement No. 60351 Page 2 of 5 PRICING MCCi Professional Services Qty. Cost Buyboard #544-17 SLA Onsite Rate Travel expenses included. One Day Two or More Days $3,000.00 $2,500.00 $2,760.00 $2,300.00 $2,700.00 $2,250.00 Project Manager Rate Per Hour $205.00 $188.60 $184.50 Certified Project Manager Rate Per Hour $250.00 $230.00 $225.00 Systems Engineer Rate Per Hour $205.00 $188.60 $184.50 Development Rate Per Hour $250.00 $230.00 $225.00 Client Authorization Expiration/Renewal Date (Funding will be available and authorized up and until this date): 12/31/2023 Not to Exceed Total .00 $135,000.00 ($45,000/Year for 3 years) For budgetary purposes, the Client should include a minimum of $45,000.00 in annual budget for renewal of MCCi Consulting Services listed above. Once the Not to Exceed Total is met, MCCi requires written approval to renew the terms of this agreement, and to officially create a new order for an approved block of services MCCi that will bill against until meeting the not to exceed dollar amount. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 1 to Master Services Agreement No. 60351 Page 3 of 5 BILLING TERMS All time and material agreements are billed monthly for work completed during the previous month. Any time or dollar estimates given on a time and materials project, are strictly estimates. Client is responsible for all hours worked by the MCCi project team. SERVICES PROVIDED The Client is requesting ongoing MCCi Consulting Services to assist with its MCCi-implemented solutions. MCCi Consulting Services enable the Client to move forward with projects related to your MCCi-implemented solutions in the absence of having the required internal resources and/or in the absence of its qualified resources having the time available. MCCi Consulting Services are designed to be highly collaborative and to effectively extend the Client’s team by incorporating services from MCCi Certified Professionals on an annual basis. The type of assistance required may include: 1. Business Process Requirements Gathering and SOW drafting 2. Recurring Status and Strategy Meetings (Required) 3. Configuration of Client-Owned Solution Components 4. Training on Solution Components and/or configured Business Processes 5. Integration/Developer Assistance Remote or Onsite time as required and agreed upon between MCCi and Client. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 1 to Master Services Agreement No. 60351 Page 4 of 5 MCCi CONSULTING SERVICES ASSUMPTIONS 1. Expiration Date: If no expiration/renewal date is noted in this agreement or on the Client’s purchase order and service billings cross over budget years, it is the Client’s responsibility to handle internal funding/purchase order requirements related to any funding issues. The Client is responsible for compensating MCCi for any work completed up and until notice of funding issues related to an active contract. 2. Resource Assignment: MCCi will assign a MCCi Project Manager, who will be the primary MCCi Consulting Services contact for the Client. The MCCI Project Manager will engage other MCCi resources for any services they are not able to deliver themselves. 3. Not to Exceed Dollar Amount : Once the not to exceed amount of dollars is reached, the Client may choose to authorize MCCi to increase the not to exceed dollar amount of this agreement and define a new time period. Written authorization is required. 4. Rates: Rates are locked in for the period specified in the initial agreement or at the time of renewal/authorization of additional services. If no time period is stated, rates may be adjusted annually if MCCi’s standard rates increase. 5. Termination: Initial guaranteed time-period of these services is based on the expiration date listed in the SOW/Pricing section. If an expiration date is not noted the time period is 12 months, commencing on the first day MCCi’s Resource(s) provide services. After completion of the initial time period (or reaching the not to exceed dollar amount in advance of the date), the Client must provide 60 days advanced written notice regarding intentions to renew for another time period/not to exceed amount. Otherwise, the Client acknowledges an increase level of risk in disrupting work in progress and or the possibility of having a different MCCi resource assigned. 6. Limited Liability: Notwithstanding anything in this Agreement to the contrary, MCCi’s total liability to the Client for any and all claims, damages, or liability (including, but not limited to contract, tort, negligence, statutory, or other causes of action) arising out of or related in any way to this agreement or the products or services being provided by MCCi to Client shall be strictly limited to the project fees paid to MCCi by the Client for the preceding 12-month period immediately preceding the event giving rise to the claim by the Client, and shall also be limited to the fees paid to MCCi for the particular service/product that the Client’s claim was caused by or arose out of. [For example, if the Client is paying MCCi for both product and Infrastructure Hosting Services, and the claim arises from an Infrastructure Hosting Services problem, then the liability limitation would be the 12-months fees paid for Infrastructure Hosting Services and would not include the fees paid for products.] 7. No Hire Clause: Client and MCCi agree that during the period that this agreement is in force, including extensions or modifications thereto, and for an additional 12 months following this period, neither Client nor MCCi will actively recruit, or solicit employees or independent contractors of either company, or the employees of any of the other Subcontractors; who are on active payroll status and are currently participating in this Program, without the prior written approval of the party whose employee or independent contractor is being considered for employment. This does not prohibit any employee from responding to or pursuing employment opportunities through normal media channels, i.e. newspapers, professional journals, etc. so long as it is not related to this particular program and that it is not an attempt to avoid the intent of the above restriction. If, during the term of, or within (12) months after the termination of the performance period of this agreement, Client hires directly, or indirectly contracts with any of MCCi’s personnel for the performance of systems engineering and/or related services hereunder, Client agrees to pay MCCi 125% of the fees paid to, or in favor of such personnel for one (1) year after such personnel separates from service with MCCi. 8. Client Responsibilities: a. Client will conduct business in a courteous and professional manner with MCCi. b. Project Manager: Client will assign an internal Project Manager that will be involved and work with MCCi on all projects. c. Workspace: Client will provide workspaces for MCCi staff if/when MCCi is required to come onsite. d. Onsite Resources: Client will provide MCCi resources (if necessary) with a laptop, secure access, and access to other technical equipment as needed. e. Security Access: Client will provide (if necessary), MCCi with security badges to ensure building access, at no additional cost to MCCi. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 1 to Master Services Agreement No. 60351 Page 5 of 5 f. HR/Internal Training: Client will provide any necessary HR/internal training at no additional cost to MCCi. g. Software Configuration and Maintenance: Client will configure and maintain all non-MCCi-implemented software. h. Data Backup and Disaster Recovery Plans: MCCi is not responsible for creating or maintaining a backup and recovery plan for the MCCi-implemented solution. This is the Client’s responsibility. i. Testing of Configurations: Client is responsible for testing all software configurations completed by MCCi, and therefore waives any and all liability to MCCi for any fees, damages, etc., that could be related to software configuration services performed by MCCi. Use of Asana: Through the course of this project, MCCi may choose to utilize the third-party service Asana (http://www.asana.com ) for project management and team collaboration. Documentation and correspondence exchanged between MCCi and Client may be stored in Asana. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 ADDENDUM NO. 2 TO MASTER SERVICES AGREEMENT NO. 60351 LSAP RENEWAL ORDER Addendum No. 2 to Master Services Agreement No. 60351 Page 1 of 13 Pursuant to Master Services Agreement No. 60351 ("Agreement"): This LSAP Renewal Order, designated as Addendum No. 2 is entered into as of _________________, 2020 (“Addendum Effective Date”) , by and between MCCi and Client and is hereby incorporated into the Agreement and made a part thereof. If there is any conflict between a provision of the Agreement and this Addendum, the Agreement will control. Any capitalized terms not otherwise defined herein shall have the meaning set forth in the Agreement. This Order supersedes any previous quote or proposals received. IN WITNESS WHEREOF, the Parties hereto have caused this Addendum No. 2 to be executed by their respective duly authorized representatives as of the Addendum Effective Date. MCCi, LLC CORPUS CHRISTI, TX (“Client”) Signed: __________________________ Signed: ___________________________ Name: ___________________________ Name: ____________________________ Title: ____________________________ Title: _____________________________ Date: ____________________________ Date: _____________________________ 11.30.2020 President & CEO Donny Barstow DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Contracts and Procurement 12/3/2020 12.03.2020 Kim Baker Addendum No. 2 to Master Services Agreement No. 60351 Page 2 of 13 PRICING: LASERFICHE RIO 3717 Apalachee Parkway, Suite 201 Tallahassee, FL 32311 850.701.0725 850.564.7496 fax Client Name: Corpus Christi, TX Order Date: October 02, 2020 Quote Number: 17722 Quote Type: Laserfiche Support Product Description: Qty. Unit Cost BuyBoard #544-17 Annual Total LASERFICHE ANNUAL SOFTWARE SUPPORT - BASIC  Laserfiche Rio Records Management Edition Named Full User (200-499 Users) 300 $132.00 $118.80 $35,640.00  Laserfiche Rio Forms Professional (200-499 Users) 300 $12.00 $10.80 $3,240.00  Laserfiche Rio Forms Authenticated Participant (1- 49 users) 21 $40.00 $36.00 $756.00  Laserfiche Rio Public Portal for 2 Laserfiche Rio Server Includes WebLink and Unlimited Retrieval Connections for 2 Laserfiche Server. 1 $10,000.00 $9,000.00 $9,000.00  Laserfiche Rio Forms Portal 1 $1,599.00 $1,439.10 $1,439.10  Laserfiche Rio SDK 1 $750.00 $675.00 $675.00  Laserfiche Rio Quick Fields Complete Includes Quick Fields, Validation packages for Bar Code, Real-Time Lookup, Zone OCR, Document Classification, Forms Alignment, Identification, and Extractor, Optical Mark Recognition, and Auto Stamp, Redaction, & Bates Numbering. 1 $3,000.00 $2,700.00 $2,700.00  Laserfiche Rio Quick Fields Agent 1 $2,000.00 $1,800.00 $1,800.00  Laserfiche Rio Import Agent 1 $300.00 $270.00 $270.00  Laserfiche Rio Plus for Publishing 1 $1,600.00 $1,440.00 $1,440.00  Laserfiche Rio ScanConnect (Legacy) 1 $33.00 $29.70 $29.70  Laserfiche Rio ScanConnect 5 Pack (Legacy) 1 $132.00 $118.80 $118.80  Laserfiche Rio ScanConnect 10 Pack (Legacy) 1 $183.00 $164.70 $164.70 Laserfiche Annual Recurring Software Support Subtotal $57,273.30 MCCi SOFTWARE SUPPORT  OCR Scheduler for Laserfiche Requires dedicated Full Named User. 1 $330.00 $297.00 $297.00 MCCi Annual Recurring Software Support Subtotal0 $297.00 DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 2 to Master Services Agreement No. 60351 Page 3 of 13 THIRD-PARTY ANNUAL SOFTWARE SUPPORT  DataNow Affinity Integration Tool (51+) 1 $1,200.00 $1,080.00 $1,080.00 Third-Party Annual Recurring Software Support Subtotal $1,080.00 MCCi ANNUAL SUBSCRIPTION  Training Center for Laserfiche (50-99 Users) 1 $3,920.00 $3,920.00 $3,920.00  MCCi SLA for Laserfiche (250-499 Users) 1 $11,250.00 $10,125.00 $10,125.00 MCCi Annual Recurring Subscription Subtotal $14,045.00 MCCi SUPPLEMENTAL SUPPORT SERVICES SUBSCRIPTION  Managed Support Services for Laserfiche, Level 2 1 $13,299.00 $11,969.10 $11,969.10 Client needs are estimated based on the current components provided herein: up to 80.6 hours that will expire at the end of your renewal term. 1 MCCi Supplemental Support Services Annual Recurring Subscription Subtotal $11,969.10 GRAND TOTAL - RECURRING ANNUAL SUPPORT/SUBSCRIPTION $84,664.40 For budgetary purposes, the Client should include $84,664.40 annually for renewal of the items above. If you subscribe to MCCi’s Training Center or SLA, additional user licenses may increase its cost at the time of your next annual renewal. Sales tax will be invoiced where applicable and is not included above. TOTAL SUPPORT COST $84,664.40 All Quotes Expire in 30 Days This is NOT an invoice. Please use this confirmation to initiate your purchasing process. Support Dates Estimated Annual Support Total 12/31/2020 – 12/30/2021 $84,664.40 12/31/2021 – 12/30/2022 $84,664.40 12/31/2022 – 12/30/2023 $84,664.40 Grand Total $253,993.20 RECURRING SERVICES The Recurring Services portion of this Order will be based on the pricing at the time of renewal and will systematically renew unless written notice of termination has been provided per the master agreement. In the event that a manufacturer increases its prices for recurring annual services, the increase will be passed along to Client. No more than once per year, MCCi may adjust its recurring annual services to coincide with current U.S. inflation rates; any increase will not exceed the cumulative increase in the Consumer Price Index (CPI) occurring since the last price increase. SALES TAX Sales tax will be invoiced where applicable and is not included in the fee quote above. REMOTE SERVICES All service packages include remote time due to COVID-19. If circumstances change to allow onsite services to be performed, a new quote must be requested. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 2 to Master Services Agreement No. 60351 Page 4 of 13 PRODUCT ORDER & BILLING TERMS BILLING MCCi will invoice Client as follows: Product/Service Description Timing of Billing All Software, Recurring Annual Support/Subscription, and Supplemental Support Services ▪ 75 days in advance of expiration date. MCCi shall not send any invoices, nor claim payment, for any fees or expenses incurred by MCCi until both parties authorize this Order. Sales tax will be included where applicable and is NOT included in the Pricing section. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 2 to Master Services Agreement No. 60351 Page 5 of 13 SUPPLEMENTAL SUPPORT & ANNUAL SUBSCRIPTION PACKAGES As your first-tier solution provider, MCCi provides multiple options for technical support. Your annual renewal covers application break/fix support, version downloads, and continued educational resources. MCCi offers supplemental support packages to cover remote training, basic configuration services, and maintenance of existing business processes. MCCi Managed Support Services (MSS) or Process Administration Support Services (PASS) packages are strongly encouraged to be included with every renewal. LASERFICHE + Each Client’s Support/Subscription Renewal includes these benefits, regardless of whether a supplemental package is owned. * Excludes development of new integrations, large-scale development projects, and SQL queries. ** Hours: MCCi allows clients to use their hours for a multitude of services, as long as a request will not start a service that cannot be completed. None of the packages listed above are intended to be utilized for configuration of a new complex business process. In those instances, a separate SOW is required. LASERFICHE SUPPORT/SUBSCRIPTION Managed Support Services Process Administration Support Services Description MSS MSS 2 PASS PASS 2 Easy access to our team of Certified Technicians for application break/fix support issues (i.e. error codes, bug fixes, etc.)+ Remote access support through GoToMeeting+ Access to product update version and hotfixes (Client Download)+ 24/7 access to the Laserfiche Support Site and Laserfiche Answers discussion forums+ Software/support credit eligible for Laserfiche platform changes++ Additional Remote Basic Training Additional System Settings Consultation Assistance with Implementation of Version Updates Annual Review of Administration Settings Priority Offering of Laserfiche CPPs & Laserfiche Empower Registration Scholarships Configuration and maintenance of basic business processes utilizing Laserfiche Forms and Workflow Configuration of Laserfiche Quick Fields sessions Basic Records Management Module Overview Training Administration Configuration Services Dedicated Certified Professional Proactive recurring consultation calls upon Client’s request Annual Review of business process configurations Institutional Knowledge of Your Solution Maintenance of MCCi/Client configured complex business processes Ability to schedule after-hours migrations/upgrades Monday-Friday 8 am to 10 pm EDT and Saturday-Sunday from 12 pm to 4 pm EDT Basic JavaScript, CSS and Calculations for Laserfiche Forms* DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 2 to Master Services Agreement No. 60351 Page 6 of 13 Each Client’s Laserfiche Support/Subscription Renewal covers: ▪ BREAK/FIX SUPPORT Our team of Certified Support Technicians will assist with break/fix issues including the resolution of error codes, bugs, etc. ▪ CONTINUED EDUCATION Your renewal grants you access to continued education through Webinars, User Groups, Seminars and more! ▪ REMOTE ACCESS SUPPORT Our Support Technicians can access your system remotely to resolve issues, saving both time and money. ▪ LASERFICHE SITE ACCESS You will have 24/7 access to the Laserfiche support site, which includes whitepapers, case studies, etc. You also have access Laserfiche answers, an online discussion forum. Ask questions and gain advice for other Laserfiche users, staff, and solution providers. ▪ ACCESS TO VERSION UPDATES Your Laserfiche renewal covers access to download the version updates for your software/subscription. ▪ SOFTWARE/SUPPORT CREDIT++ When upgrading or trading in perpetual licensing, you will receive a one-time credit of the software and remaining prepaid support. When moving to Cloud/Subscription, you will receive a one-time credit of the remaining prepaid support. PACKAGE DESCRIPTIONS BUSINESS PROCESS DEFINITIONS A Workflow, Forms, or Quick Fields process that automates or streamlines an organization-specific process. ▪ BASIC: A business process requiring minimal configuration and virtually no institutional knowledge, allowing a MCCi Application Support Analyst to assist with configuration, support, and maintenance of the process. ▪ COMPLEX: A large business process with extensive configuration that is absolutely mission critical to the organization. ▪ EXAMPLES: Large accounts payable process with a high volume of transactions, approval steps, database lookups, etc. Complex business processes require MCCi’s Application Support Analyst to have institutional/process knowledge to configure the process. ▪ For new complex Forms, Workflow, and Transparent Records Management configurations, please discuss a Business Process Configuration Service with your Account Executive or Account Manager. CLIENT RESPONSIBILITIES (ALL PACKAGES) ▪ Configuration/maintenance of backups and any general network, security, or operating system settings outside of your solution (Laserfiche, ABBYY, Blue Prism) ▪ Management and creation of retention policies related to Records Management Module ▪ Providing an IT contact (internal or third-party) for MCCi to work with as necessary ▪ Providing remote access capabilities as needed. If the Client requests MCCi to have unattended access, the Client assumes all responsibility for the related session(s). The Client wil l work with MCCi to set up user profiles, user tags, etc. to allow desired security rights/access. ▪ For MSS 2, PASS & PASS 2, create/provide process diagrams (and any other necessary paperwork/examples) MANAGED SUPPORT SERVICES (MSS) MCCi’s MSS package provides additional training and assistance to a Client’s administrator and users. Pricing for the advanced block of hours is based on MCCi’s Support Technician hourly rate discounted by 10%. The number of hours included is based on active products and will expire on the same date as your annual renewal. MSS can be used for the following: DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 2 to Master Services Agreement No. 60351 Page 7 of 13 ▪ ADDITIONAL REMOTE TRAINING Additional web-based training is conducted to train new users or as refresher training for existing users. ▪ ADDITIONAL SYSTEM SETTINGS CONSULTATION MCCi offers additional best practices consultation that includes recommendations for adding additional departments, additional types of indexing, etc. ▪ REMOTE IMPLEMENTATION OF VERSION UPDATES While your renewal includes version updates, implementation of those updates is sometimes overlooked. With the addition of MSS, MCCi is at your service to directly assist with implementing software updates such as minor updates, quick fixes or point releases. Dependent on complexity and client specific configurations, major software upgrades may or may not be covered and should be discussed with your Account Management Team. ▪ ANNUAL SYSTEM REVIEW & ANALYSIS MCCi will access your system to review how your organization uses your solution, to identify pote ntial issues, and to make recommendations for better use of the system. This analysis may be performed annually and is an optional service that will be completed only if requested by the Client. ▪ LASERFICHE CERTIFICATIONS Priority offering of complimentary Laserfiche certifications, based on availability. ▪ LASERFICHE CONFERENCE REGISTRATION Priority offering of complimentary Laserfiche Empower registration, based on availability. ▪ ABBYY USER, GROUP, IMPORT PROFILE, AND BATCH UPDATES MCCi will create or update users or groups, import profiles or batches within your ABBYY solution. MANAGED SUPPORT SERVICES LEVEL 2 (MSS 2) MCCi’s MSS 2 package is for Clients who need additional administration services. MSS 2 pricing for the advanced block of hours is based on MCCi’s Support Technician II hourly rate discounted by 10%. The number of hours included is based on active products and will expire on the same date as your annual renewal. MSS 2 offers the following: ▪ ADMINISTRATION CONFIGURATION SERVICES MCCi will assist with administration configuration services including setting up users, metadata, security, etc. ▪ CONFIGURATION AND MAINTENANCE OF BASIC BUSINESS PROCESS Utilizing Laserfiche Forms and Workflow, MCCi will assist with the configuration and maintenance of basic business processes (see definitions above). Examples include Filing workflows, simple Forms or approval/notification workflows that have few routing steps, no integration, and little to no database lookups. ▪ CONFIGURATION OF LASERFICHE QUICK FIELDS SESSIONS Using your current Quick Fields modules, MCCi will configure Quick Fields sessions, excluding custom scripting, custom calculations, etc. ▪ BASIC RECORDS MANAGEMENT MODULE OVERVIEW TRAINING MCCi will provide refresher overview training of the records management module. Initial training cannot be performed under this support level. ▪ MAINTENANCE OF EXISTING MIDDLEWARE/CONFIGURABLE INTEGRATIONS Does not include maintenance of custom-built integrations. ▪ EDIT ABBYY SCRIPTS, FIELDS, AND TRAINING Within your ABBYY solution, MCCi will edit export scripts, import from Laserfiche, fields/variables within an existing project, or training. PROCESS ADMINISTRATION SUPPORT SERVICES (PASS) MCCi’s PASS package provides all of the MSS 2 benefits, plus access to a dedicated representative and the ability to have recurring calls to discuss your current and upcoming projects. PASS pricing for the advanced block of hours is DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 2 to Master Services Agreement No. 60351 Page 8 of 13 based on our Application Support Analyst hourly rate discounted by 10%. The number of hours included is based on active products and will expire on the same date as your annual renewal. ▪ DEDICATED LASERFICHE CERTIFIED PROFESSIONAL While on our MSS 2 level you will have access to our team of Certified Support Professionals, with PASS you will have a representative dedicated to your organization. ▪ SCHEDULED RECURRING CONSULTATION CALLS Upon your request, your PASS representative will schedule recurring calls with you to discuss your current and upcoming projects. This helps us stay on the same page with you and ensure tasks and project milestones are being completed. PROCESS ADMINISTRATION SUPPORT SERVICES LEVEL 2 (PASS 2) PASS 2 includes the benefits of PASS, but also provides the ability for MCCi to maintain complex business processes, which requires knowledge transfer and maintenance of that knowledge. ▪ ANNUAL REVIEW OF BUSINESS PROCESS CONFIGURATIONS ▪ INSTITUTIONAL KNOWLEDGE OF YOUR SOLUTION Turnover within your organization can happen, and it’s important to have a plan. Who will help your new solution administrator get up to speed on your processes and solutions in place? Leave that to us. We document your specific organization’s usage and implemented business processes, integrations, etc. and are able to assist with the knowledge transfer to the new solution administrator if needed. ▪ MAINTENANCE OF MCCi/CLIENT CONFIGURED COMPLEX BUSINESS PROCESSES Your representative can maintain MCCi or Client configured complex business processes. For example, minor tweaks, updates due to upgrades, process improvements, etc. ▪ ABILITY TO SCHEDULE AFTER-HOURS MIGRATIONS/UPGRADES Avoid our after-hours premium charge for server migrations and upgrades. Our Elite clients can schedule these anytime Monday through Friday from 8 am to 10 pm EDT and Saturday and Sunday from 12 pm to 4 pm EDT. ▪ BASIC JAVASCRIPT, CSS AND CALCULATIONS FOR LASERFICHE FORMS Excludes complex scripting. ▪ BASIC LASERFICHE WEBLINK/PUBLIC PORTAL CUSTOMIZ ATION MCCi will help customize your WebLink/Public Portal to meet your needs. SERVICE LEVEL AGREEMENT (SLA) MCCi’s SLAs are offered as additional options to your annual support/subscription. An SLA offers the client escalated response times depending on the severity of the support issue, as well as other additional benefits. The SLA documentation and pricing is readily available upon request. MCCi currently has two separate SLAs available: ▪ Infrastructure Hosting ▪ Application Support THE TRAINING CENTER FOR LASERFICHE MCCi’s Training Center for Laserfiche annual subscription provides an easy, cost -effective way for all users in your organization to access over 500 Laserfiche training videos. BENEFITS ▪ 24/7 access to on-demand Laserfiche training videos and other resources ▪ Reduction in training expenses ▪ Caters to all skill levels from Basic Users to Advanced System Administrators ▪ Unlimited access for your entire organization ▪ User determined schedule and pacing DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 2 to Master Services Agreement No. 60351 Page 9 of 13 ▪ Reduction in internal support and increased user productivity ▪ Increased efficiency through improved internal usage/adoption ▪ Instant/budgeted training available in the case of employee turnover ▪ Enhance your organization’s internal Laserfiche training program *The Training Center subscription gate is based on Laserfiche full and retrieval users. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 2 to Master Services Agreement No. 60351 Page 10 of 13 MCCi ASSUMPTIONS TECHNICAL SUPPORT Clients may contact MCCi support via MCCi’s Online Support Center, email (support@mccinnovations.com), or telephone 866-942-0464. Support is available Monday through Friday (excluding major holidays) from 8 am to 8 pm Eastern Time. PROFESSIONAL SERVICES CHANGE ORDER PROCESS Any deviations from the contract will be documented in a Change Order that the Client must execute. CONFIGURATION ASSISTANCE Many of our packages list remote configuration assistance for up to a certain number of days. This is based on total days, not business days. TRAVEL MCCi will schedule travel in consecutive days for most engagements unless otherwise stated or agreed upon. SCHEDULING All rates are based on normal business hours, Monday through Friday from 8 am to 5 pm local time. If scheduling needs to occur after business hours, additional rates may apply. DATA/SERVER MIGRATIONS MCCi is not responsible for the accuracy of existing indexing data and/or image quality, such as errors on the media, image file corruption, data file corruption, orphaned records, encrypted data, non-supported proprietary formats or other errors that are not controllable by MCCi. RETURN POLICY Any product returns are reliant on Manufacturer’s return policy. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 2 to Master Services Agreement No. 60351 Page 11 of 13 LASERFICHE ASSUMPTIONS The following assumptions are current as of the date of order. Manufacturer’s terms and conditions are subject to change. HARDWARE REQUIREMENTS & INSTALLATION The Client is responsible for ensuring they meet the recommended hardware requirements, which are available upon request. One of each of the following components will be installed as part of your Laserfiche solution by default unless your pricing, Statement of Work, or written correspondence with you states otherwise: LASERFICHE RIO ▪ Laserfiche Server ▪ Directory Server (LFDS)* ▪ Windows Client & Administration Console ▪ Workflow ▪ Web Access/Client* ▪ Forms* ▪ Mobile ▪ Discussions* ▪ Federated Search* ▪ Audit Trail ▪ Import Agent (if purchased) LASERFICHE AVANTE ▪ Laserfiche Server ▪ Directory Server (LFDS)* ▪ Windows Client & Administration Console ▪ Workflow ▪ Web Access/Client* ▪ Forms* ▪ Mobile ▪ Import Agent (if purchased) ▪ Audit Trail (if purchased) LASERFICHE SUBSCRIPTION ▪ Laserfiche Server ▪ Directory Server (LFDS)* ▪ Windows Client & Administration Console ▪ Records Management (Business tier) ▪ Web Access/Client* ▪ Workflow (Professional/Business only) ▪ Mobile ▪ Forms* (Professional/Business only) ▪ Federated Search* ▪ Audit Trail ▪ Import Agent *Requires SSL/TLS Certificate. Client is responsible for acquiring and installing prior to Laserfiche implementation. Note: Configuring a test environment, setting up an external DMZ, and/or setting up failover/load balancing are not included by default and must be detailed and priced in Statement of Work to be implemented. LASERFICHE END USER LICENSE AGREEMENT (EULA) As part of Client’s account activation process, Laserfiche requires acceptance of the Laserfiche EULA, which can be found at https://www.laserfiche.com/eula/home/. ▪ By accepting this Order, Client acknowledges Laserfiche’s EULA and agrees to abide by its terms and absolve MCCi of any Laserfiche product-related liability. LASERFICHE SOFTWARE ASSURANCE PLAN (LSAP) MCCi acts as first-tier support and works with Laserfiche, who would provide second-tier level support when needed. ACTIVE LSAP BENEFITS INCLUDE: ▪ Easy access to our team of Laserfiche Gold Certified Support Technicians ▪ Remote desktop support through GoToMeeting DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 2 to Master Services Agreement No. 60351 Page 12 of 13 ▪ Free Laserfiche version downloads ▪ Access to continued education through Webinars, User Groups, and Seminars ▪ Continued access to your Subscription environment (if applicable) ▪ 100% upgrade credit* for your existing software (in the event of a platform upgrade) * Excludes moves to Subscription or Cloud LASERFICHE LATE PAYMENT POLICY ▪ If payment is not received before your Renewal Date, your Laserfiche support expires. Please allow up to five (5) business days after receipt of payment for MCCi to process renewal payment to Laserfiche. ▪ If your on-premises support expires, your access to the Laserfiche website and Laserfiche technicians will no longer be available until payment is received. ▪ If your Subscription (if applicable) support expires, your access to Laserfiche will be turned off after 30 days and your access to the Laserfiche website, and Laserfiche technicians will no longer be available until payment is received. ▪ If your support expiration is just due to a late payment, you will still be able to access MCCi Support Technicians for 30 days. ▪ However, if there are support issues that require Laserfiche involvement, these issues cannot be resolved until your support is renewed. REINSTATEMENT FEES ▪ After your support has been expired for 30 days, Laserfiche will move your renewal date and will apply reinstatement fees. ▪ Fees = 10% of Annual LSAP Total multiplied by the number of expired months POLICIES ▪ All maintenance/subscriptions are prepaid and non-refundable. ▪ One year of LSAP must be purchased for all new products. ▪ For new systems: ▪ The support date is set 30 days after MCCi submits software order to Laserfiche. ▪ For platform upgrades to Avante or Rio: ▪ The support date is set immediately upon MCCi submitting software order to Laserfiche. ▪ Remaining months of LSAP can be applied toward the new purchase. ▪ To receive any available software credit for existing platform software at the time of the upgrade, the Client’s LSAP must be active (i.e. support/maintenance has not expired). ▪ For product upgrades: ▪ To receive any available software credit for existing platform software at the time of the upgrade, the Client’s LSAP must be active (i.e. support/maintenance has not expired) and the support date is prorated to match Client’s existing support date. ▪ For moves from on-premises platforms to Subscription: ▪ Credits are not available when moving to Laserfiche Subscription licensing options from an alternative Laserfiche licensing model. ▪ For additional software: the support date is prorated to match Client’s existing support date. ▪ For Subscription licensing renewals: ▪ The support will automatically renew unless Laserfiche is notified of intent to cancel at least 30 days prior to the renewal date. ▪ If your Laserfiche Subscription invoice remains outstanding 30 days after the renewal date, the entire Laserfiche system will be deactivated. ▪ The Subscription renewal invoice will be sent 75 days prior to the anniversary date. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467 Addendum No. 2 to Master Services Agreement No. 60351 Page 13 of 13 INTEGRATIONS Third-party Laserfiche integrations or utilities may consume one or more Laserfiche user licenses depending on how the vendor designed and coded the integration. These additional licensing needs should be verified by the Client and considered in the user licensing purchased. LASERFICHE SOLUTION PROVIDER OF RECORD As your current Solution Provider of Record, Laserfiche’s policy dictates that MCCi is the only Solution Provider that can download software licenses and activations for you. Unless you decide to cancel your contract with MCCi or work with Laserfiche to formally change your Laserfiche Solution Provider of Record, future software purchases, upgrades, and support renewals will be processed and provided solely by MCCi. LASERFICHE RIO SHARED SERVICES PROVISIONS The Host Entity is the owner of the Laserfiche licensing and is registered as such with MCCi and Laserfiche corporate. For Laserfiche corporate licensing rules, there can only be one licensed entity per Laserfiche Rio platform. Licensing is non-transferrable. Additionally, the Host Entity is responsible for cost allocation among the other entities that are utilizing its Laserfiche Rio Platform and for being the main point of contact for support provided through MCCi. The account can only be renewed once all entities have paid for the full LSAP. CLIENT SOLUTION CUSTOMIZATIONS The Client may also choose to customize their system internally, without MCCi’s help. MCCi is not responsible for any damages caused by the user’s customization of the system. MCCi will not be held responsible for correcting any problems that may occur from these customizations. Routine updates to Laserfiche may affect any customizations made by the user. If MCCi’s help is required to correct/update any customizations made by the Clien t, appropriate charges will apply. CLIENT INFORMATION TECHNOLOGY ASSISTANCE For MCCi to excel in providing the highest level of service, the Client must provide timely access to technical resources. The Client must provide adequate technical support for all MCCi installation and support services. If the Client does not have “in-house” technical support, it is the Client’s responsibility to make available the appropriate Information Technology resources/consultant when needed. DocuSign Envelope ID: D595A066-A1F5-4E14-A37D-AD00FBB17467