HomeMy WebLinkAbout17-176 - CentralSquare (formerly Lucity) - Computerized Maintenance Management SystemDocuSign Envelope ID: EC84F75A-2E55-427A-B017-86C427CD6E2D
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City of Tukwila
6200 Southcenter Boulevard, Tukwila WA 98188
Agreement Number: 17-176(a)
Council Approval
CONTRACT FOR SERVICES
Amendment # 1
Between the City of Tukwila and CentralSquare Technologies, LLC
Recitals
WHEREAS, on October 4, 2017, the City of Tukwila and Lucity, Inc entered into Contract
No. 17-176 for software license and professional services; and
WHEREAS, on January 3, 2021, the City received notification that CentralSquare
Technologies, LLC had undertaken an internal reorganization and consolidated its
subsidiaries, resulting in Lucity, Inc to be reorganized as Tritech Software Systems (see
Attachment A); and
WHEREAS, on June 16, 2021, the City was provided with a quote for services to configure
Asset and Work management for Fleet services, requiring an increase of the total amount
of compensation to be paid under Contract No. 17-176 by $16,900; and
WHEREAS, the parties desire to amend Contract No. 17-176 as established herein.
NOW, THEREFORE, in consideration of the mutual benefits, and other valuable
consideration received, the receipt and sufficiency which is acknowledged, the parties do
agree as follows:
Terms
Section 1. All references of Lucity, LLC in Contract No. 17-176 are hereby changed to
CentralSquare Technologies, LLC.
Section 2. Exhibit E of Contract No. 17-176 is hereby repealed and replaced with a new
Exhibit E, attached as Attachment B, and incorporated herein by this reference.
Section 3. Except as expressly provided herein, all terms and conditions of Contract NO.
17-176 shall remain unchanged and in full force and effect.
{EFM2494583.DOC;1 / 13175.000001 / } CA Reviewed May 2020
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DocuSign Envelope ID: EC84F75A-2E55-427A-B017-86C427CD6E2D
City of Tukwila
6200 Southcenter Boulevard, Tukwila WA 98188
Agreement Number: 17-176(a)
This Agreement is effective as of the latest date this Agreement is fully executed by both
parties.
CITY OF TUKWILA CONTRACTOR
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Allan Ekberg, Mayor
Dated: 12/15/2021
DocuSigned by:
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Printed Name: Amir s; dd; q;
Dated:
11/17/2021
ATTEST/AUTHENTICATED APPROVED AS TO FORM
Key: G09251,3,1 f,110,71,195b9.001,10tlfbc
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Christy O'Flaherty, MMC, City Clerk Office of the City Attorney
1EFM2494583.DOC;1 /13175.000001 / } CA Reviewed May 2020
Page 2 of 4
DocuSign Envelope ID: EC84F75A-2E55-427A-B017-86C427CD6E2D
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City of Tukwila
6200 Southcenter Boulevard, Tukwila WA 98188
Attachment A
Agreement Number: 17-176(a)
[insert letter from CentralSquare regarding reorganization]
{EFM2494583.DOC; I / 13175.000001 / } CA Reviewed May 2020
Page 3 of 4
DocuSign Envelope ID: EC84F75A-2E55-427A-B017-86C427CD6E2D
Or 'IN
CENTRALSQUARE
January 3, 2020
Re: Reorganization of CentralSquare
To Whom It May Concern:
This letter is being provided to inform you that CentralSquare Technologies, LLC ("CentralSquare") has undertaken
an internal reorganization in an effort to simplify the structure of legal entities following the combination of the TriTech,
Superion, and Aptean public sector and healthcare businesses in 2018. As part of the reorganization, Lucity Inc. has been
consolidated as of December 31, 2019, and as a result, the assets, liabilities and obligations of Lucity Inc., including all
agreements and contracts, now reside with Tritech Software Systems. There was no corresponding change in the ultimate
ownership of the CentralSquare business, and unless you were previously contacted, the transactions described above
will not otherwise affect your underlying contractual relationship.
Because the specific terms of the reorganization are private and confidential, no further documentation regarding
the individual transactions referenced above can be provided. However, if you have any questions about any of the
transactions described above, please feel to reach out to Michael Drywa of CentralSquare Technologies at (407) 304-3256
or Michael.Drywa@CentralSquare.com.
Sincerely,
CentralSquare Technologies
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Name: Todd Dooley
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DocuSign Envelope ID: EC84F75A-2E55-427A-B017-86C427CD6E2D
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City of Tukwila
6200 Southcenter Boulevard, Tukwila WA 98188
Attachment B
[attach new Exhibit E]
Agreement Number: 17-176(a)
{EFM2494583.DOC; I / 13175.000001 / } CA Reviewed May 2020
Page 4 of 4
DocuSign Envelope ID: EC84F75A-2E55-427A-B017-86C427CD6E2D
CENTRALSQUARE
Quote #: Q-41186
Quote expires on: June 16, 2021
IVV11114101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101101061
Quote prepared on:
March 31, 2021
Quote prepared by:
Jakea Simons
jakea.simons@centralsquare.com
Quote prepared for:
Tami Harris
City of Tukwila
6300 Southcenter Blvd, Suite 100
Tukwila, WA 98188
206.402.9888
Thank you for your interest in CentralSquare. CentralSquare provides software that powers over 8,000 communities. More
about our products can be found at r r„Egnir ill„b„g,u,dgr;,,„, . m.
WHAT SERVICES ARE INCLUDED?
DESCRIPTION
Public Administration Consulting Services - As Incurred
Public Administration Training Services - As Incurred
Public Administration Project Management Services - As Incurred
Public Administration Technical Services - As Incurred
Public Administration Data Conversion Services - As Incurred
QUOTE SUMMARY
WHAT ARE THE RECURRING FEES?
TYPE
FIRST YEAR MAINTENANCE TOTAL
FIRST YEAR SUBSCRIPTION TOTAL
MORE INFORMATION AT CENTRALSQUARE.COM
Services Total
TOTAL
3,600.00
3,420.00
2,880.00
4,140.00
2,880.00
16,920.00 USD
Services Subtotal 16,920.00 USD
Quote Total 16,920.00 USD
AMOUNT
$0.00
$0.00
DocuSign Envelope ID: EC84F75A-2E55-427A-B017-86C427CD6E2D
CENTRALSQUARE
Quote prepared on:
March 31, 2021
Quote prepared by:
Jakea Simons
jakea.simons@centralsquare.com
The amount totals for Maintenance and/or Subscription on this quote include only the first year of software use and
maintenance. Renewal invoices will include this total plus any applicable uplift amount as outlined in the relevant purchase
agreement.
BILLING INFORMATION
Fees will be payable within 30 days of invoicing.
Please note that the Unit Price shown above has been rounded to the nearest two decimal places for display purposes only.
The actual price may include as many as five decimal places. For example, an actual price of $21.37656 will be shown as a
Unit Price of $21.38. The Total for this quote has been calculated using the actual prices for the product and/or service, rather
than the Unit Price displayed above.
Prices shown do not include any taxes that may apply. Any such taxes are the responsibility of Customer. This is not an
invoice.
For customers based in the United States or Canada, any applicable taxes will be determined based on the laws and
regulations of the taxing authority(ies) governing the "Ship To" location provided by Customer on the Quote Form.
PAYMENT TERMS
License Fees & Annual Subscriptions
- 100% Due Upon Contract Execution
Contract Startup
- 100% Due Upon Contract Execution
Hardware & Third -Party Software
- 100% Due Upon Contract Execution
Services
- Fixed Fee: 100% Due Upon Completion
- Time & Material: Due as Incurred
Third -Party Services
- Fixed Fee: 50% Due Upon Contract Execution; 50% Due Upon Completion
Travel & Living Expenses
- Due as Incurred
MORE INFORMATION AT CENTRALSQUARE.COM
DocuSign Envelope ID: EC84F75A-2E55-427A-B017-86C427CD6E2D
CENTRALSQUARE
PURCHASE ORDER INFORMATION
Quote prepared on:
March 31, 2021
Quote prepared by:
Jakea Simons
jakea.simons@centralsquare.com
Is a Purchase Order (PO) required for the purchase or payment of the products on this Quote Form? (Customer to complete)
Yes[ ] No V]
Customer's purchase order terms will be governed by the parties' existing mutually executed agreement, or in the absence of
such, are void and will have no legal effect.
PO Number:
Initials:
MORE INFORMATION AT CENTRALSQUARE.COM
City of Tukwila
/a, a/tez v 6, tea.
Signature:
Name:
Tami Harris
04/07/21
Date:
TIS Project Analyst
Title:
DocuSign Envelope ID: EC84F75A-2E55-427A-B017-86C427CD6E2D
CENTRA
TECHNOLOGIES
Tukwila, WA
#41186 Details
Attachment A
Quote Number: 2021-41186
Tukwila, WA - Add'l EAM Fleet /Software Request 2021-41186
Description
Request to Implement EAM Fleet Module for the City of Tukwila WA.
Purpose of this quote is to include Fleet Management for their agency so they may able to utilize this module to its full
capabilities.
Quote Includes:
✓ Public Administration: Prof-Scvs: Consulting- (Remote):
20/Hrs. @ 180 per hr.
Billed as Incurred
✓ Public Administration: Prof-Scvs: Training- (Remote):
19/Hrs. @ 180 per hr.
Billed as Incurred
✓ Public Administration: Prof-Scvs: Technical Services- (Remote):
23/Hrs. @ 180 per hr.
Billed as Incurred
✓ Public Administration: Prof-Scvs: Data Conversion Services- (Remote):
18/Hrs. @ 180 per hr.
Billed as Incurred
✓ Public Administration: Prof-Scvs: Project Management Services- (Remote):
16/Hrs. @ 180 per hr.
Billed as Incurred
Services and Personnel will be able to be scheduled upon receipt of signed quote.
Additional hrs. may be required based on set-up
IF item is promoted to Funded Development — Quote will need to be revised, and FDI created.
Visit us at central q - coom
DocuSign Envelope ID: EC84F75A-2E55-427A-B017-86C427CD6E2D
Any requested modifications made during Training/Consulting and/or Development Reports must be tested within 30
days. Any requested changes beyond the 30 day period, may require an additional quote.
Note for Central Square Consulting
As per conversation with client, client indicated that they are aware of how to use application, however this
implementation is for particular Department, and would like to do some of the heavy lifting as well in presenting
how they wish for this application will work for the team.
Client requested more training verses consulting as they already know how to do some of these items, and per
discussion, items indicated can be hours can be for this project.
Additional Details
Visit us at central cir corn
17-176
4L
Contract Approval 10/2/17
SOFTWARE LICENSE AND PROFESSIONAL SERVICES AGREEMENT
ARTICLES OF AGREEMENT
This Agreement between CITY OF TUKWILA, WA, as "CLIENT", and LUCITY, INC., as
"CONTRACTOR".
WITNESSETH:
Whereas, the CONTRACTOR (a Kansas Corporation with offices located at 10561 Barkley,
Suite 100, Overland Park, KS 66212) owns certain software programs that are licensed under
individual program titles which are known collectively as "LucityTM Software"; and
Whereas, the CLIENT (located at 6200 Southcenter Blvd. Tukwila, WA 98188) would like to
use, and the CONTRACTOR would like to grant the CLIENT the right to use, those software
programs accessing databases residing at the CLIENT's site, while protecting the copyrights,
trade secrets, confidential information, and other valuable intellectual property they contain; and
Whereas, the CLIENT is authorized and empowered to contract with the CONTRACTOR to
provide professional services as hereinafter described; and
Whereas, the CONTRACTOR is registered in accordance with the laws of the State of Kansas,
and is qualified to provide the professional services desired by the CLIENT; now, therefore,
IT IS AGREED THAT:
SECTION I — SOFTWARE LICENSE
The CONTRACTOR agrees to furnish various Lucity software programs, and grant the CLIENT
a license to use these programs, in consideration of the mutual covenants and obligations
expressed in the LucityTM Software License Agreement attached as Exhibit "A". These
programs shall consist of the items listed in the Schedule of Software attached as Exhibit "B".
SECTION II — SCOPE OF SERVICES
The basic Scope of Services for the supply, implementation, support and maintenance of a
COMPUTERIZED MAINTENANCE MANAGEMENT SYSTEM, herein referred to as
"PROJECT", is as follows:
1. The CONTRACTOR agrees to furnish and perform various professional services
related to on-going software technical support and maintenance items outlined in
the Software Support and Maintenance Provisions attached as Exhibit "C".
2. The CONTRACTOR agrees to furnish and perform various professional services
related to the items outlined in the Scope of Implementation Services attached as
Exhibit "D".
(30‘j ‘2,1 ai6/AM-e-S
Page 1 of 5
•
SOFTWARE LICENSE AND PROFESSIONAL SERVICES AGREEMENT
Any items beyond the basic Scope of Services shall be considered as Additional Services. If
authorized in writing by CLIENT, CONTRACTOR shall furnish, or obtain from others, services
resulting from significant changes in the basic Scope of Services.
The cost to perform Additional Services shall be based on the rates outlined in the Schedule of
Costs and Invoicing attached as Exhibit "E".
SECTION I11— RESPONSIBILITIES OF THE CLIENT
The CLIENT shall provide information and assistance as follows:
1. Assist CONTRACTOR by placing at their disposal all available information
pertinent to the PROJECT including data, standards, specifications, processes,
workflows, and reports relative to the CONTRACTOR'S services.
2. Give prompt written notice to CONTRACTOR whenever CLIENT observes or
otherwise becomes aware of any development that affects the Scope or timing of
CONTRACTOR'S Services.
3. Bear all costs incident to compliance with the requirements of this Section III.
SECTION IV — SCHEDULE OF SERVICES
It is anticipated that the PROJECT as described in Section II will be completed and submitted to
the CLIENT in accordance with the estimated schedule for major work items as shown on
Exhibit "D".
The work items described shall be carried out as expeditiously as possible. The
CONTRACTOR shall not be liable to the CLIENT, if delayed in, or prevented from performing
the work as specified herein through any cause beyond the control of the CONTRACTOR, and
not caused by his own fault or negligence including acts of nature or the public enemy,
inclement weather conditions, acts, regulations, or decisions of the Government or regulatory
authorities after the effective date of this Agreement, fires, floods, epidemics, strikes,
jurisdictional disputes, lockouts, and freight embargoes.
SECTION V — FEES AND PAYMENTS
The CLIENT shall compensate the CONTRACTOR for the Scope of Services as described in
Section II of this Agreement in an amount not exceeding the total cost as shown on Exhibit "E".
The maximum compensation shall not be exceeded without further authorization of Additional
Services.
Labor costs, costs associated with subcontract work, bonding costs, and direct expenses such
as shipping, printing, telephone and commercial computer software are included in the
maximum compensation.
Page 2 of 5
SOFTWARE LICENSE AND PROFESSIONAL SERVICES AGREEMENT
Payment to the CONTRACTOR shall be made in accordance with the estimated schedule of
billings for work items as shown on Exhibit "E". Invoices shall be due and payable to the
CONTRACTOR within thirty (30) days of each billing.
Once this Agreement expires, or final payment has been requested and made, the
CONTRACTOR shall have no more than thirty (30) days to present or file claims against the
CLIENT concerning this Agreement. After that period, the CLIENT shall consider the
CONTRACTOR to have waived any right to claims against the CLIENT concerning this
Agreement.
The Fees and Payment provisions for the PROJECT, applicable to the Lucity software program
licenses, provided in this Section V, supersede the License Fee payment provisions provided in
Section 6(a) of Exhibit "A".
SECTION VI — OTHER GOVERNMENT/PUBLICLY FUNDED AGENCIES
If mutually agreeable to all parties, the issuance of any resulting contract/purchase order
referencing these specifications and modified by mutual agreement between all parties may be
extended to other government or publicly funded agencies. It shall be understood that all terms
and conditions as specified herein shall apply.
SECTION VII — TERMINATION
A. The obligation to provide further services under this Agreement may be terminated by
either party upon seven (7) days' written notice in the event of substantial failure by the
other party to perform in accordance with the terms hereof through no fault of the
terminating party.
B. In the event of termination by the CLIENT, the CONTRACTOR shall be paid for all
services rendered up to and including the date of termination.
C. In the event that the CLIENT, for any reason, decides not to proceed with the PROJECT,
this Agreement shall then be considered terminated; the CONTRACTOR shall be
entitled to payment as described herein for all services provided under this Agreement.
In such event, the CLIENT shall promptly notify the CONTRACTOR in writing of its
decision not to proceed with the PROJECT so that the CONTRACTOR can reassign his
personnel and revise work schedules as may be required.
The Termination provisions for the PROJECT provided in this Section VII are applicable to the
Scope of Services as described in Section II of this Agreement. The Term and Termination
provisions provided in Section 12 of Exhibit "A" are applicable to the LucityTM software program
licenses.
SECTION VIII — INDEMNIFICATION
The CONTRACTOR shall defend, indemnify and hold harmless the CLIENT, its officers,
officials, employees and volunteers, from any and all liability, loss or damage the CLIENT may
suffer arising out of this Agreement.
Page 3of5
SOFTWARE LICENSE AND PROFESSIONAL SERVICES AGREEMENT
The Indemnification provisions for the PROJECT provided in this Section VIII are applicable to
the Scope of Services referenced in Section II. The Limitations of Liability provisions provided
in Section 11 of Exhibit "A" are applicable to the LucityTM software program licenses.
SECTION IX — GENERAL CONSIDERATIONS
And, finally it is agreed that:
A. All services shall be under the direction of qualified personnel.
B. The Scope of Services covered by this Agreement shall be subject to modification and
supplementation upon the written agreement of the duly authorized representatives of
the contracting parties. Modification of the terms of this Agreement may be made that
would modify the maximum fees stated in the Agreement when mutually agreed by and
between the CONTRACTOR and the CLIENT, and shall be incorporated in written
amendments to this Agreement. The CONTRACTOR shall have no obligation to
perform services in connection with a change in the Scope of Services unless the cost
thereof shall be agreed to under this paragraph.
C. The CONTRACTOR reserves the right to renegotiate this Agreement if this agreement is
not signed by the CLIENT within ninety (90) days after submittal.
D. The following Exhibits are attached to and made a part of this Agreement:
Exhibit "A" - LucityTM Software License Agreement
Exhibit "B" - Schedule of Software
Exhibit "C" - Software Support and Maintenance Provisions
Exhibit "D" - Scope of Implementation Services
Exhibit "E" - Schedule of Costs and Invoicing
Exhibit "F" - Constant Connection Program
E. This Agreement shall be governed by and construed in accordance with the laws of the
State of Washington. In the event any suit, arbitration, or other proceeding is instituted
to enforce any term of this Agreement, the parties specifically understand and agree that
venue shall be properly laid in King County, Washington. The prevailing party in any
such action shall be entitled to its attorney's fees and costs of suit.
F. The CONTRACTOR shall not assign or subcontract any portion of the services
contemplated by this Agreement without the written consent of the CLIENT.
G. This Agreement, together with attachments or addenda, represents the entire and
integrated Agreement between the CLIENT and the CONTRACTOR and supersedes all
prior negotiations, representations, or agreements written or oral. No amendment or
modification of this Agreement shall be of any force or effect unless it is in writing and
signed by the parties.
H. If any term, condition or provision of this Agreement is declared void or unenforceable or
limited in its application or effect, such event shall not affect any other provisions hereof
and all other provisions shall remain fully enforceable. The provisions of this Agreement,
which by their sense and context are reasonably intended to survive the completion,
expiration or cancellation of this Agreement, shall survive termination of this Agreement.
Page 4 of 5
SOFTWARE LICENSE AND PROFESSIONAL SERVICES AGREEMENT
IN WITNESS WHEREOF, the CLIENT and CONTRACTOR, by their authorized representatives,
have hereunto subscribed their names this i-rM day of OC.. -+01 , 2017.
Executed in duplicate with copies to the CLIENT and CONTRACTOR.
LUCITY, INC.
By:
Title:
Attest:
By:
Title:
Vice President & Chief Operating Officer
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Page 5 of 5
EXHIBIT "A"
LucityTM Software License Agreement
IMPORTANT — READ CAREFULLY BEFORE INSTALLATION
This software is subject to acceptance of the LucityTM Software License
Agreement. Lucity, Inc. (Lucity) is willing to license this software to you
only upon the condition that you accept all of the terms and conditions
contained in the LucityTM Software License Agreement and any stated Special
Provisions.
THIS AGREEMENT ("Agreement") is between Lucity, Inc., a Kansas
corporation with its principal place of business at 10561 Barkley, Suite 100,
Overland Park, KS 66212 ("Lucity"), and Licensee with its software
programs accessing databases residing at Licensed Site.
RECITALS
WHEREAS, Lucity owns certain software programs that are licensed under
individual product titles which are known collectively as "LucityTM
software";
WHEREAS, Licensee would like to use, and Lucity would like to grant
Licensee the right to use, those software products, while protecting the
copyrights, trade secrets, confidential information, and other valuable
intellectual property they contain.
Now, THEREFORE, Lucity and Licensee agree as follows:
1. DEFINITIONS.
"Program(s)" means the object code versions of the computer software
products, databases, and related documentation.
"Users" means (i) the specified number of persons permitted to access all
Programs (i.e. Named Users), (ii) the specified maximum number of persons
permitted to access a Program (i.e. Seats), or (iii) the specified number of
computer hardware devices permitted to provide access to a Program (i.e.
Installs).
"Clients" means the number of individual database setups that can be
accessed by a Program.
"Licensed Site" means the location at which the Licensee will be permitted to
store the databases used by the Program(s).
"Effective Date" means the date of receipt of Licensee's purchase order citing
this Agreement.
2. LICENSE GRANT.
(a) License. Subject to the terms and conditions of this Agreement, Lucity
grants Licensee a fee -bearing nonexclusive license to use the object code
versions of the Program(s) for its internal purposes during the term of this
Agreement; provided, however, that (i) the number of Users of each Program
shall not exceed the permitted number of persons or devices for each such
Program, (ii) the number of individual database setups that can be accessed
by each Program shall not exceed the number of Clients for each such
Program, and (iii) the location at which the databases accessed by the
Program(s) reside shall be the Licensed Site designated herein.
(b) Copying. Licensee may make only as many copies of each Program as
are necessary for Licensee to utilize the total Users for each such Program.
(c) Future Licenses. Lucity and Licensee may, by mutual agreement, include
future licenses of the Program(s) under this Agreement by exchanging
documents (i.e., a purchase order from Licensee and acknowledgment from
Lucity) referencing this Agreement and the Program(s) to be licensed. Such
future Program(s) shall be included as Program(s) under this Agreement. The
parties agree that such purchase orders and acknowledgments shall have no
effect on the terms and conditions of this Agreement, under which such
Program(s) are licensed.
(d) Limited Grant. Except as expressly provided in this Section 2, Lucity
grants and Licensee receives no right, title or interest in or to the Programs or
any other deliverables provided by Lucity in connection with this Agreement
and Lucity reserves and retains all such right, title, and interest.
(e) Disaster Recovery and Testing. The Licensee is permitted to install the
Programs at its internal disaster recovery site and to store copies of the
databases used by the Programs for the purposes of testing its disaster
recovery plan. The Licensee is also permitted to install the Programs in a
testing environment at its Licensed Site and to store copies of the databases
used by the Programs for the purposes of testing future releases and training
users.
3. LICENSE RESTRICTIONS.
(a) No Reverse Engineering. Licensee agrees not to disassemble, decompile,
reverse analyze, or reverse engineer the Program(s).
(b) No Modification. Licensee agrees not to modify the Program(s) without
the written consent of Lucity.
(c) No Copying. Licensee agrees not to copy the Program(s), in whole or in
part, except for a reasonable number of back-up copies and copies for disaster
recovery and testing purposes, and as may be necessary to utilize the total
Users for a given Program.
(d) No Third Party Use. Licensee will not use the Program(s) in any manner
to provide computer services to third parties.
(e) Training. Licensee will not use the Program(s) until its personnel have
received sufficient training in the configuration and use of the Program(s) to
generate accurate data from the operation of the Program(s).
4. PROPRIETARY RIGHTS.
(a) Lucity's Property. The Program(s), in whole and in part and all copies
thereof, are and will remain the sole and exclusive property of Lucity.
(b) Licensee's Property. Any and all information provided by Licensee, as
well as any and all information generated by Licensee's use of the Programs
(specifically excluding Program code), shall remain the sole and exclusive
property of Licensee.
(c) Proprietary Notices. Licensee will not delete or alter any copyright,
trademark, and other proprietary rights notices of Lucity and its licensors
appearing on the Program(s). Licensee agrees to reproduce such notices on all
copies it makes of the Program(s).
5. DELIVERY.
Lucity will deliver license codes for the Program(s), which provide for
downloading of installation components by Licensee, to Licensee within a
reasonable time of execution of this Agreement by both parties.
6. FEES AND TAXES.
(a) License Fee — Named Products Licensing. As consideration for the rights
granted to Licensee under the Agreement set forth in Section 2 of this
Agreement, Licensee shall remit payment to Lucity the License Fee within
thirty (30) days of the delivery of license codes for the Program(s). Late
payments will be subject to a late fee of one and one-half percent (1-1/2%)
per month or the maximum rate permitted by applicable law, whichever is
less. Lucity may publish revised fee schedules from time to time, and any
fees for future licenses for the Program(s) included under this Agreement
shall be determined by Lucity's then -current fee schedule.
(b) Annual Fee — Named Users Licensing. As consideration for the rights
granted to Licensee under the Agreement set forth in Section 2 of this
Agreement, Licensee shall remit payment to Lucity (i) the appropriate Annual
Fee within thirty (30) days of the Effective Date, and (ii) the appropriate
Annual Fee within thirty (30) days of anniversary of the Effective Date for
each renewal period. Late payments will be subject to a late fee of one and
one-half percent (1-1/2%) per month or the maximum rate permitted by
applicable law, whichever is less. Lucity may publish revised fee schedules
from time to time, and any fees for renewal periods for the Program(s)
included under this Agreement shall be determined by Lucity's then -current
fee schedule.
(c) Taxes. Fees due under this Agreement do not include any taxes.
Licensee will be responsible for, and will promptly pay, all taxes of whatever
nature (including but not limited to sales and use taxes) resulting from or
otherwise associated with this Agreement or Licensee's receipt or use of the
Program(s), except income taxes based on Lucity's income. In lieu of
payment of such taxes, Licensee shall provide Lucity with proof of Licensee's
tax exempt status.
7. WARRANTIES.
(a) Warranty. Lucity warrants that during twelve (12) months following the
delivery of the license codes for the Program(s):
(i) the Program(s) will be capable of performing in the manner described
in all the documentation in all material respects; and
(ii) the installation components of the Program(s) will be free from defects
in materials and workmanship.
(b) Exclusive Remedy. In the event that the Program(s) or installation
components fail to conform to such warranty, as Licensee's sole and exclusive
remedy for such failure Lucity will, at its option and without charge to
Licensee, repair or replace the Program(s) or installation components or
refund to Licensee the License Fee paid, provided that the nonconforming
item is returned to Lucity within the 12 -month warranty period.
(c) Disclaimer. The Warranties provided in this Section are in lieu of all
other warranties, express and implied, including but not limited to any
implied warranties of Merchantability, and Fitness for a Particular Purpose.
8. INDEMNITY.
(a) Duty to Indemnify and Defend.
(i) Lucity will defend or settle at Lucity's own expense, any action or
other proceeding brought against Licensee to the extent that it is based on
a claim that the use of the Program(s) as licensed in this Agreement
infringes any U.S. copyright or that the Program(s) incorporates any
misappropriated trade secrets.
(ii) Lucity will pay any and all costs, damages, and expenses (including
but not limited to reasonable attorneys' fees) Licensee becomes obligated
to pay in any such action or proceeding attributable to any such claim.
(iii) Lucity will have no obligation under this Section as to any action,
proceeding, or claim unless: (A) Lucity is notified of it promptly; (B)
Page 1 of 2
EXHIBIT "A"
LucityT"I Software License Agreement
Lucity has primary control of its defense and settlement; and (C) Licensee
provides Lucity with reasonable assistance in its defense and settlement.
(b) Iniunctions. If Licensee's use of any Program(s) under the terms of this
Agreement is, or in Lucity's opinion is likely to be, enjoined due to the type
of infringement or misappropriation specified in Section 8(a)(i), then Lucity
may, at its sole option and expense, either:
(i) procure for Licensee the right to continue using such Program(s) under
the terms of this Agreement;
(ii) replace or modify such Program(s) so that it is noninfringing and
substantially equivalent in function to the enjoined Program(s); or
(iii) if options (i) and (ii) above cannot be accomplished despite the
reasonable efforts of Lucity, then Lucity may both:
(A) terminate Licensee's rights and Lucity's obligations under this
Agreement with respect to such Program(s); and
(B) refund to Licensee the unamortized portion of the License Fee paid
based upon a 5 year straight-line depreciation, such depreciation to be
deemed to have commenced on the effective date of this Agreement.
(c) Exclusive Remedy. The foregoing are Lucity's sole and exclusive
obligations, and Licensee's sole and exclusive remedies, with respect to
infringement or misappropriation of intellectual property rights. Lucity
makes no separate warranty of noninfringement under or in connection with
this agreement.
(d) Exceptions. Lucity will have no obligations under this Section 8 with
respect to infringement or misappropriation arising from: (i) modifications to
the Program(s) that were not made by Lucity (whether or not authorized by
Lucity); (ii) Program(s) specifications or modifications requested by
Licensee; or (iii) the use of Program(s) with products (including but not
limited to software) not provided by Lucity.
9. CONFIDENTIAL INFORMATION.
(a) Definition. "Confidential Information" refers to: (i) the Program(s),
including but not limited to their software source code, and any related
documentation or technical or design information related to the Program(s);
(ii) the business or technical information of Lucity, including but not limited
to any information relating to Lucity's product plans, designs, costs, product
prices and names, finances, marketing plans, business opportunities,
personnel, research, development or know-how; (iii) any information
reasonably and appropriately designated by Lucity as "confidential" or
"proprietary" or which, under the circumstances taken as a whole, would
reasonably be deemed to be confidential under applicable law; and (iv) the
terms and conditions and existence of this Agreement.
(b) "Confidential Information" will not include information that:
(i) is in or enters the public domain without Licensee's breach of this
Agreement;
(ii) Licensee receives from a third party without restriction on disclosure
and without breach of a nondisclosure obligation; or
(iii) Licensee party develops independently, which it can prove with clear
and convincing written evidence.
(c) Confidentiality Obligations. Licensee agrees to take all measures
reasonably required in order to maintain the confidentiality of all Confidential
Information in its possession or control, which will in no event be less than
the measures Licensee uses to maintain the confidentiality of its own
information of equal importance.
(d) Employee Confidentiality Procedures. Licensee agrees to inform its
employees of their confidentiality obligations regarding the Program(s) and
other Lucity Confidential Information. Licensee further agrees to ensure that
contract employees (including temporary employees) of Licensee agree to
confidentiality obligations similar to those of this Agreement.
(e) Compliance with Law. Lucity acknowledges the Licensee will comply
with all laws regarding the release and disclosure of information, including
but not limited to, the Public Records Act (Chapter 42.56 RCW).
10. MAINTENANCE AND SUPPORT.
(a) Named Products Licensing. Lucity and Licensee may, by mutual
agreement, include the maintenance and support services described in the
software's online help for the Program(s) under this Agreement by
exchanging documents (i.e., a purchase order from Licensee and
acknowledgment from Lucity) referencing this Agreement and the
Program(s) to be included under such services. The parties agree that such
purchase orders and acknowledgments shall have no effect on the terms and
conditions of this Agreement, under which such Program(s) are licensed.
Maintenance and support services are provided at a rate and for a term as
mutually determined by Lucity and Licensee for the scope of services to be
provided by Lucity for the Program(s) to be included under such services.
(b) Named Users Licensing. The Annual Fee for the Program(s) included
under this Agreement includes the maintenance and support services
described in the software's online help.
11. LIMITATIONS OF LIABILITY.
Licensee acknowledges that input and/or edits of data by means other than the
Lucity standard Program(s) interface may result in loss of data, and/or
improper operation of the Program(s). The Licensee agrees that in no event
will Lucity be liable to Licensee under this Agreement for costs necessary to
diagnose, recover data and/or restore proper operation of the Program(s)
resulting from improper operation of the Program(s)..
12. TERM AND TERMINATION.
(a) Term — Named Products Licensing. Except as expressly provided in this
Section 12, this Agreement will continue in full force and effect perpetually.
(b) Term — Named Users Licensing. Except as expressly provided in this
Section 12, this Agreement will continue in full force and effect for one
(year) from the Effective Date of this Agreement, with automatic renewal for
subsequent one (1) year periods.
(c) Termination. Either party will have the right to terminate this Agreement
if other breaches any material term or condition of this Agreement and fails to
cure such breach within thirty (30) days of written notice.
(d) Effect of Termination — Named Products Licensing. If this Agreement is
terminated, Licensee will immediately retum to Lucity, or Lucity's
designated representative, or (at Lucity's request) destroy all copies of the
Program(s) in its possession or control, and an officer of Licensee will certify
to Lucity in writing that it has done so.
(e) Effect of Termination — Named Users Licensing. If this Agreement is
terminated, license codes for the Program(s) included under this Agreement
will expire and the Program(s) included under this Agreement will be
effectively disabled.
(f) Survival. The provisions of Sections 4 (Proprietary Rights), 6(b) (Taxes),
7(b) and (c) (Warranties Exclusive Remedy and Disclaimer), 8(c) and (d)
(Infringement Exclusive Remedy and Exceptions), 9 (Confidential
Information), and 11 (Limitations of Liability) will survive termination of this
Agreement for any reason.
(f) Nonexclusive Remedy. The exercise by Lucity of any remedies under this
Agreement will be without prejudice to its other remedies under this
Agreement or otherwise.
13. GENERAL PROVISIONS.
(a) Audit Rights. Licensee agrees to allow Lucity, at Lucity's sole expense,
upon reasonable written notice, and during Licensee's ordinary business
hours, to visit the facilities in which Licensee uses the Program(s) and review
Licensee's practices with regard to the Program(s).
(b) Assignment. This Agreement will bind and inure to the benefit of each
party's successors and assigns, provided that either party may not assign this
Agreement, in whole or in part, without written consent of both parties.
(c) Modifications. This Agreement may only be modified, or any rights
under it waived, by a written document executed by both parties.
(d) Conflicting Terms. Purchase orders or similar documents relating to the
Program(s) issued by Licensee will have no effect on the terms of this
Agreement.
(e) Notices. All notices under this Agreement will be deemed given when
delivered personally or upon receipt of by U.S. certified mail, return receipt
requested, to the address shown below or as may otherwise be specified by
either party to the other in accordance with this Section.
(0 Severability. If any provision of this Agreement is found illegal or
unenforceable, it will be enforced to the maximum extent permissible, and the
legality and enforceability of the other provisions of this Agreement will not
be affected.
(g) Waiver. No failure of either party to exercise or enforce any of its rights
under this Agreement will act as a waiver of such rights.
(h) Entire Agreement. This Agreement is the complete and exclusive
agreement between the parties with respect to the subject matter hereof,
superseding and replacing any and all prior agreements, communications, and
understandings (both written and oral) regarding such subject matter. No
purchase orders, acknowledgments, invoices, or other documents exchanged
in the ordinary course of business shall modify or add to the terms and
conditions of this Agreement.
(i) Choice of Law. This Agreement will be govemed by and construed in
accordance with the laws of the state in which Licensee is located.
Copyright 0 2015 Lucity, Inc. All rights reserved
Page 2 of 2
EXHIBIT "B"
Schedule of Software
For the Project Lucity agrees to furnish licenses of the various LucityTM software programs listed in the
table below, and grant the CLIENT such licenses to use these programs for the fees as indicated, in
consideration of the mutual covenants and obligations expressed in the LucityTM Software License
Agreement provided as Exhibit "A".
Software
LucityAM Products
Licensing
Annual Fees
Quantity
Basis
Unit
Extended
Work
1
Site
$ 60,000.00
$ 60,000.00
Assets
Mobile
GIS Desktop
GIS Web
Citizen Portal
REST APIs
TOTAL
$ 60,000.00
Notes
• The applicable licensing model is "Named Products".
• The total amount of license fees is a one-time cost for a perpetual licensing term.
• Cost for the Constant Connection Program for technical support and software maintenance is
additional.
• A "Site" license provides for unlimited number of total users.
• Prices are in U.S dollars. Taxes (if applicable) are not included.
Page 1 of 1
EXHIBIT "C"
Software Support and Maintenance Provisions
For the various Lucity TM software programs listed in Exhibit "B", Lucity agrees to furnish to the Licensee
resources and perform various professional services related to on-going software technical support and
maintenance as outlined in this Exhibit "C".
Constant Connection Program Resources and Services
On-going software technical support and maintenance resources and services provided through the Lucity
Constant Connection Program are summarized in the following attachment titled "LucityAM Technical
Support and Software Maintenance".
Constant Connection Program Fees and Renewal
Named Products Licensing. The fee basis for "Year 1" of the Lucity Constant Connection Program is
twenty percent (20%) of the total non -discounted software license fees for covered products. For the
software programs listed in Exhibit "B", Year 1 will be for the period of twelve (12) months following
software delivery.
Access to Lucity Constant Connection Program resources and services in subsequent years is renewable
annually for the software programs by mutual agreement and is subject to an inflationary increase not to
exceed two and one-half percent (2.5%) each year.
Constant Connection Program Levels of Services
Our goals are to provide customers immediate response during regular Help Desk hours (Monday —
Friday, 7:00 am -7:00 pm CST), and resolve issues as soon as possible. An outline of our
categorization/prioritization of support issues and formal response/resolution commitments follows.
• Critical Issues
- Customer is unable to use a LucityAM application, or system component has a failure
such that normal work operation is significantly impacted (e.g., users cannot open Work
Orders)
- Response time to acknowledge issue and begin working on corrective action within two
(2) business hours
— Commitment to continue working on problem until resolution, or an acceptable
temporary fix (i.e., patch) is deployed
• Standard Issues
- Issue exists with an application but majority of functions are still usable and some
reasonable circumvention or work -around is possible to provide service, or failing
function or work -around does not significantly impact normal work operation
- Response time to acknowledge issue no more than four (4) business hours
- Provide resolution with next upgrade release (new versions, service packs or patches),
and not more than ninety (90) business days (unless otherwise agreed between customer
and Lucity)
• Minor Issues
- Issue does not affect an application's function (e.g., text of message or report is poorly
worded or misspelled)
- Response time to acknowledge issue no more than eight (8) business hours
- Provide resolution with next two upgrades, and not more than one -hundred and eighty
(180) business days (unless otherwise agreed between customer and Lucity)
LucityAM Version Support Policy
Details about version support policy can be found here —
https://lucity.zendesk.com/hc/en-us/articles/2024893 70 -Version -Support -Details.
Page 1 of 1
EXHIBIT "D"
Scope of Implementation Services
IMPLEMENTATION WORK PLAN
We are proposing implementation of the LucityAMTM products for the City's Asset Management
Software Solution (AMS) for the identified distinct "functional Groups" as indicated below.
D.1 PROJECT PLANNING & MANAGEMENT
D.1.A PROJECT INITIATION
An Initiation Meeting will take place as soon as possible after issuance of the Notice to Proceed to
introduce key Project Team members and initiate project activities. An outline of the expected agenda
for the Initiation Meeting follows.
• Project Team
— Review roles, responsibilities, and personnel assignments
— Identify primary contacts and exchange contact information
• Software
— Verify licensing details (products and users)
• Project Plan
— Set dates for IT Audit, Installation, and Kickoff tasks — our recommendation is for the IT
Audit to be completed as soon as possible, and Installation to be completed prior to
Kickoff
• Action Items
— Deliver "Welcome to the Lucity Family" information packet
Participants in the Initiation Meeting should include the following Project Team members:
• Lucity • City
— Project Manager — Project Manager
— Relationship Manager — System Administrator
— IT Specialist — Project Sponsor
D.1.B IT AUDIT
A meeting will take place as soon as possible after Initiation for us to provide guidance to the City's IT
SME (Subject Matter Expert) pertaining to LucityAM enterprise architecture and security designs. An
outline of the agenda for the IT Audit Meeting follows.
Page 1
Work
Work order management
Maintenance :schedules
Inventory lifecycle management
Assets
Asset -related data
Field inspections
Condition assessments
Asset criticality
Replacement planning and reporting
GIS Web
GIS integration
Mobile
Mobile access
REST APIs
Other integrations
D.1 PROJECT PLANNING & MANAGEMENT
D.1.A PROJECT INITIATION
An Initiation Meeting will take place as soon as possible after issuance of the Notice to Proceed to
introduce key Project Team members and initiate project activities. An outline of the expected agenda
for the Initiation Meeting follows.
• Project Team
— Review roles, responsibilities, and personnel assignments
— Identify primary contacts and exchange contact information
• Software
— Verify licensing details (products and users)
• Project Plan
— Set dates for IT Audit, Installation, and Kickoff tasks — our recommendation is for the IT
Audit to be completed as soon as possible, and Installation to be completed prior to
Kickoff
• Action Items
— Deliver "Welcome to the Lucity Family" information packet
Participants in the Initiation Meeting should include the following Project Team members:
• Lucity • City
— Project Manager — Project Manager
— Relationship Manager — System Administrator
— IT Specialist — Project Sponsor
D.1.B IT AUDIT
A meeting will take place as soon as possible after Initiation for us to provide guidance to the City's IT
SME (Subject Matter Expert) pertaining to LucityAM enterprise architecture and security designs. An
outline of the agenda for the IT Audit Meeting follows.
Page 1
Equipment
Water Distribution
Water
Sewer Collection
Sewer
Equipment
Surface Water
Storm
Equipment
Streets&Traffic
Streets
Bridges
Rights -of -Way
Signs
Signals
Street Lights
Parks
Parks
Trees
D.1 PROJECT PLANNING & MANAGEMENT
D.1.A PROJECT INITIATION
An Initiation Meeting will take place as soon as possible after issuance of the Notice to Proceed to
introduce key Project Team members and initiate project activities. An outline of the expected agenda
for the Initiation Meeting follows.
• Project Team
— Review roles, responsibilities, and personnel assignments
— Identify primary contacts and exchange contact information
• Software
— Verify licensing details (products and users)
• Project Plan
— Set dates for IT Audit, Installation, and Kickoff tasks — our recommendation is for the IT
Audit to be completed as soon as possible, and Installation to be completed prior to
Kickoff
• Action Items
— Deliver "Welcome to the Lucity Family" information packet
Participants in the Initiation Meeting should include the following Project Team members:
• Lucity • City
— Project Manager — Project Manager
— Relationship Manager — System Administrator
— IT Specialist — Project Sponsor
D.1.B IT AUDIT
A meeting will take place as soon as possible after Initiation for us to provide guidance to the City's IT
SME (Subject Matter Expert) pertaining to LucityAM enterprise architecture and security designs. An
outline of the agenda for the IT Audit Meeting follows.
Page 1
• Software
- Review "Hardware and Software Recommendations", "System Design and Tuning", and
"IT Questionnaire" documents — Questionnaire to be completed by the City
• The City will provide needed hardware and supporting software, and confirm
basic operation of hardware prior to installation of LucityAM
■ System Design and Tuning document is intended to provide understanding of
LucityAM as it pertains to the City's enterprise infrastructure and security
policies, and the expected maximum number of concurrent users
■ IT Questionnaire serves to gather information regarding the City's resources,
preparedness, and capabilities for installing and managing LucityAM and
leveraging GIS integration
- Discuss the Installation task and related activities, and identify needed actions prior to
LucityAM installation
• Access
— Discuss providing Implementation Lead remote access (VPN) into installed LucityAM to
facilitate completion of implementation tasks
• Project Plan
— Confirm dates for Installation and Kickoff tasks
• Action Items
— Complete IT Questionnaire
- Provide LucityAM install design and system architecture diagram, and executed VPN
access forms (if required)
Participants in the IT Audit Meeting will include the following Project Team members:
• Lucity
IT Specialist
• City
- Project Manager
- System Administrator
— SME — IT
D.1.0 PROGRESS
An outline of the project management activities expected throughout the project follows.
• Meetings & Workshops
— Convene bi-weekly Project Progress meetings to review Project Plan completion status
— Provide agendas and "Trip Report" documents
• Project Plan
— Provide updates as needed based on approved revisions to scope and/or schedule
• Invoicing
— Prepare billing summaries, and submit invoices to the Client for approval and payment
processing
Participants in the project management activities should include:
• Lucity • City
— Project Manager
— Project Administrator
— Project Manager
D.2 INSTALLATION & KICKOFF
D.2.A SOFTWARE INSTALLATION
The Implementation Specialist will assist the System Administrator with downloading the LucityAM
Installation Components (current version with latest service pack) from the Lucity Support Center web
site, and following instructions provided in the Install Manual.
Our assumption is the System Administrator will complete related Installation activities, including:
• Establishing multiple environments for testing/training, production, and backup/recovery
• Using User Import tool in Lucity Security to import users into LucityAM, and associate users to
Windows Login accounts
• Using Lucity Security to set controls for user access and assign group/role permissions for
various LucityAM functions
• Performing system -level testing (to ensure satisfactory performance) and performance tuning
actions (if necessary)
D.2.B PROJECT KICKOFF
A Kickoff Meeting will be held to transfer knowledge between Project Team members, gather
information, and set the stage for subsequent tasks. An outline of the expected Kickoff Meeting
activities follows.
• LucityAM Software Demonstration
— Present functional overview — typical user workflows for inspections, work orders, etc.
and "out of the box" capabilities including reporting (standard templates and ad hoc),
GIS integration, and data interfaces
— Review default "Work Flow Setup" data, UI templates (dashboards and data
forms/views), and default user groups/roles
• Functional Groups
— Identify each distinct Functional Group's place (Department, Division, etc.) within the
organizational structure of the City
— Confirm with each Group Administrator those persons assigned to serve as Group SMEs
for AMS configuration
— Examine current basic business processes of each Group with associated data, reporting,
and integration requirements
— Review with each Group their Work Flow Setup spreadsheet with default data —
spreadsheet to be completed by the City
• GIS and IT
— Discuss completed Installation task and related activities, and identify needed actions
prior to initiation of Configuration — GIS
• Access
— Verify Implementation Lead has access into installed LucityAM
• Project Pian
— Confirm Project Team and Functional Groups
— Discuss what is expected of Project Team members throughout project
— Review schedule, and discuss how LucityAM will "go -live"
— Identify any needed revisions to Project Plan based on knowledge gained from the
Kickoff Meeting sessions
— Set date for Configuration — Discovery
• Action Items
— Complete Work Flow Setup spreadsheets —these spreadsheets are used to record data
required to define Categories, Problems, Causes, Tasks, and Resources (Employees,
Crews, Equipment, Materials, Fluids, Contractors) for Functional Groups with LucityAM
Work — Work Administrator
Participants in the Kickoff Meeting should include the following Project Team members:
• Lucity • City
— Project Manager — Project Manager
— Relationship Manager — System Administrator
— Project Coordinator — Functional Group Administrators
— SMEs —GIS and IT
— Project Sponsor
D.3 CONFIGURATION
D.3.A DISCOVERY
A Discovery Workshop will be completed — this workshop will consist of a series of sessions that focus
on refining the default LucityAM configuration to support the specific operational needs of the
Functional Groups. An outline of the expected Discovery Workshop activities follows.
• Functional Groups
— Examine details (what, who, how, and why) of business processes of each Group, and
identify potential revisions to improve results and best leverage capabilities of LucityAM
— Review with each Group their completed Work Flow Setup spreadsheet, and identify
any additional data revisions for initial LucityAM configuration
— Identify revisions to dashboards, data forms/views, and default user groups/roles for
each Group
— Discuss available data from sources other than GIS to be incorporated (i.e. "loaded")
into LucityAM — data to be gathered by the City
— Identify any supplemental reporting and/or integration needs to be addressed with
LucityAM implementation
• GIS
— Discuss use of LucityAM Administration tool — Map Setup to define maps, and assign to
user groups/roles
• IT
— Download and install LucityAM Mobile and configure for use with Lucity Mobile Server
• Project Plan
— Identify any needed revisions to Project Plan based on knowledge gained from
Discovery activities
— Set date for Configuration — Functional Groups task
• Action Items
— Apply initial configuration to installed LucityAM based on revised Work Flow Setup data
and revised user dashboards, data forms/views, maps, and groups/roles
— Deliver data from sources other than GIS to Implementation Lead for evaluation
— Evaluate options for supplemental reporting and/or integration, and identify next steps
Participants in the Configuration — Discovery Workshop should include:
• Lucity • City
— Project Manager — Project Manager
— Implementation Lead — System Administrator
— Functional Group Administrators
— SMEs — GIS and IT
D.3.B FUNCTIONAL GROUPS
Finalizing the LucityAM configuration will be an iterative process. The Implementation Lead will first
meet with each Functional Group to review the initial configuration, and identify needed refinements.
With subsequent refinements, additional meetings will be convened to review the latest LucityAM
configuration — which will include GIS integration, loaded data, custom reporting (if required), and
custom integration (if required) as these become available. The process will continue until the LucityAM
operational needs of the Groups are met.
Participants in the Configuration — Functional Group Meetings task should include:
• Lucity
- Implementation Lead
- Implementation Specialist
• City
— System Administrator
- Functional Group Administrators
- SMEs — Groups
Custom Reports
Although we expect the LucityAM reporting capabilities (standard templates and ad hoc) will meet most
of the City's needs, some supplemental custom reports will likely be desired/required. The number and
nature of such custom reports will be defined from the Configuration activities.
Custom reports can be designed, developed, and incorporated into LucityAM by the City or a third -party.
Alternatively, we can deliver custom report templates (using Crystal Reports). For this work plan, we are
assuming any assistance requested by the City for custom reports will be provided through negotiated
additional services.
D.3.0 GIS INTEGRATION
The Implementation Specialist will work with the System Administrator and GIS SME to configure and
test the bi-directional LucityAM/GIS integration. Configuration of this integration involves the following
activities:
• GIS to LucityAM Integration
- Use LucityAM Administration tool to create geodatabase connection string to serve as
primary Zink between ArcMap and LucityAM
- Use Geodatabase Configuration tool in ArcCatalog to link feature classes to LucityAM
— Use Lucity Editor ArcMap extension to load attributes of linked feature classes into
LucityAM database tables
• LucityAM to GIS Integration
- Use ArcServer to publish map services containing linked feature classes with Feature
Access capabilities enabled (i.e. feature services) — feature services to serve as primary
Zink between LucityAM and geodatabase
— Use Administration tool to add feature services to geodatabase connection string
• Lucity GIS Web to LucityAM Integration — also applicable to integration of Collector for ArcGIS
(and any other third -party mapping application) to Lucity AM
— Use Geodatabase Configuration tool to set up "GIS Task" to check feature services at
scheduled time interval, and push any updates to LucityAM
• Lucity Spatial Generator Configuration
- Use Administration tool to enable the Lucity Spatial Indexer process, and set maximum
number of days to process spatial history of information related to work order and
service request locations (addresses, coordinates) and related assets
- Use Administration tool to set up URL for Geocoding Service for processing locations
— Use Administration tool to set up Edit Map Service URL for processing assets
• GIS Map Setup
- Use Administration tool to create maps (by layering map services) for LucityAM GIS Web
and LucityAM Mobile
- Use Map Setup In Administration tool to assign maps to user groups/roles
• Show in Map Tool Configuration
- Use Show in Map Configuration tool in ArcCatalog to define settings for launching maps
from LucityAM (Desktop, Web, and Mobile Ws)
GIS data available at the time of the Configuration — GIS task efforts will be loaded into LucityAM, and
necessary training will be provided to the City to Toad additional GIS data that may become available
later.
In addition to GIS data for the City's Public Works Department (including Water, Sewer, Surface Water
and Transportation), we also expect to utilize the City's GIS Addressing as the single source for
addressing information.
D.4 DATA LOADING
As mentioned in Task D.3.C, loading of data from the City's GIS will be completed as part of the AMS
configuration effort. Data from spreadsheets can be loaded into the AMS using the Lucity "Import &
Update" tool (inherent with the LucityAM software). We expect to load data for the City's Public Works
employees and their applicable rates into Lucity in conjunction with other related Workflow Setup (WFS)
data (i.e. Problem Codes, Work Tasks, Materials).
The Import & Update tool is used for loading data into LucityAM from ODBC, OLE, ASCII -delimited text,
and XML sources. The Implementation Lead works with and trains the City's System Administrator to
establish appropriate data mapping between source spreadsheets and individual LucityAM tables, and
complete the import processes.
D.5 INTEGRATION
The following 3`d party applications have been identified for integration with the AMS.
• Granite XP (CCTV)
• SeeClickFix (Citizen Service Requests)
• Eden (Timesheets)
• Single Source Addressing — linking address points layer to customer address module and develop
synch
The Import & Update tool will also be used for loading data from Granite XP. The Implementation Lead
works with and trains the City's System Administrator to establish appropriate data mapping between
Granite XP and individual LucityAM tables, complete an initial import process for testing, and save the
configured "Import" for future use by the City.
Lucity has worked with SeeClickFix to deliver LucityAM integration to our mutual clients. Lucity will
provide developer level support related to the Lucity REST API for this purpose and the Lucity
Implementation Specialist will coordinate as needed with SeeClickFix in regards to the needed Problem
Codes to be shared between both applications. The City will also contact SeeFixClick regarding this
integration, as this scope does not include any costs related to efforts from SeeClickFix.
The City has also expressed interest in having a Lucity Timesheet export utility developed for the
purpose of importing this data into Tyler (Eden). Lucity will provide a utility that will allow for the ability
to select a payroll period within Lucity and export all employees with approved time within that pay
period. This export utility will include: Employee Code, Work Order Number (if applicable), End Date,
Units and Hour Type. This utility will export to a CSV file and will be run/managed by one dedicated
Lucity user. The City will also contact Tyler (Eden) regarding this integration, as this scope does not
include any costs related to efforts from Tyler (Eden).
D.6 TRAINING
We will provide a Training Plan detailing session descriptions and durations, methods and materials for
each Functional Group, and the overall schedule. An outline of the expected Training activities follows.
D.6.A ADMINISTRATION
❖ Installation and Maintenance
• Review available software documentation
• Review technical support and software maintenance services and resources provided
through Lucity Constant Connection Program
••• Security
• • Complete procedures as outlined in Lucity Security for adding new users, and defining user
group and individual permissions for LucityAM access and use
❖ Configuration
• Use tools, parameters and settings available with LucityAM products to refine AMS
configu ration
❖ Documents
• Complete procedures for establishing links between LucityAM records and externally
managed electronic documents
• Add custom content to on-line Help via hyperlinks to externally managed information
❖ Integration
• Use LucityAM products for completing processes for configuring and refining the GIS
integration
❖ Reporting
• Add custom reports
❖ Data Import/Export
• Import data using LucityAM Import & Update tool, and export data using LucityAM reporting
capabilities
The goal of the Training — Administration task is for the System Administrator to be reasonably self-
sufficient in refining, expanding and sustaining the implemented LucityAM.
D.6.B PRODUCTION
Following is a limited list of items that will be addressed during Production Training sessions.
❖ General
• Dashboard: Using assigned "Home" pages with personalized real-time LucityAM content
• Filter: Creating queries to produce specific record sets
• Locate: Quickly finding a specific record within the current "Filter"
• Show in Map: Opening assigned GIS maps and zooming to assets and locations (customer
addresses, work sites, etc.)
• Document Control: Linking electronic documents (images, videos, as -built drawings, O&M
manuals, Web site links, etc.) to records
• Subset Manager: Loading filtered data from one application into other applications
• Browse: Creating and exporting ad-hoc reports
• Reports: Using assigned report templates
• Help: Using the on-line, context -sensitive Help
••• Work Management
• Receiving/creating, routing and completing service requests, and work orders in response to
service requests
• Establishing work order templates for recurring activities and PM schedules
• Creating, assigning, routing and completing work orders from templates and PM schedules
• Performing in-house and external billing of work order costs
• Viewing linked electronic documents
• Using GIS to locate customers and work locations
• Producing operational, management and regulatory reports
❖ Asset Management
• Collecting and maintaining asset attributes
• Establishing appropriate relationships between assets
• Assessing the condition, and tracking the operating status, of assets
• Interpreting asset lifecycle costs
• Viewing linked electronic documents
• Using GIS to locate assets and display condition assessment data
• Validating and transferring data from external systems (e.g. CCTV)
• Producing operational, management and regulatory reports
The goal of the Training — Production task is for users being enabled with the knowledge, skills and
confidence to follow proper business processes and successfully complete their specific operational
workflows with LucityAM.
Production Training sessions are typically no more than four (4) hours in duration, and should be limited
to a maximum of 10 users. Remote time for Production Training may include web conferencing sessions
for specialized topics (e.g. GIS), and recorded webinars for broader topics of interest to a Targe number
of users.
D.7 SCHEDULE
A completion schedule we consider reasonable for the proposed Work Plan for the City's AMS is
outlined below.
V!It 4airtEis ',I'fii3
Project Management
Project Initiation
Month 1
Progress
Duration
Installation & Kickoff
Software Installation
Month 1
Project Kickoff
Configuration
Discovery
Month 2
Functional Groups
Months 3-5
GIS Integration
Data Loading
integration
Training
Administration
Months 6-8
Production
D.8 EFFORT & COSTS
A summary of effort and costs for the proposed Work Plan is provided as Exhibit D.1.
EXHIBIT D.1 — Implementation Work Plan Effort & Costs
Work Plan Task
Effort.
Cost
On-site
Remote
Total
Labor
Expenses
Total
Trips
Hours
Hours
Hours
Project Planning & Management
0
0
78
78
$ 11,700.00
$ -
$ 11,700.00
Project Initiation
0
0
2
2
$ 300.00
$ -
$ 300.00
IT Audit
0
0
4
4
$ 600.00
$ -
$ 600.00
Progress
0
0
72
72
$ 10,800.00
$ -
$ 10,800.00
Installation & Kickoff
1
16
4
20
$ 4,200.00
$ 1,250.00
'$ 5,450.00
Software Installation
0
0
4
4
$ 600.00
$ -
$ 600.00
Project Kickoff
1
16
0
16
$ 3,600.00
$ 1,250.00
$ 4,850.00
Configuration
4
64
116
180
$ 26,500.00
$ 5,000.00
$ 31,500.00
Discovery
1
16
8
24
$ 4,000.00
$ 1,250.00
'$ 5,250.00
Functional Groups
3
48
48
96
$ 15,000.00
$ 3,750.00
$ 18,750.00
GIS Integration
0
0
60
60
$ 7,500.00
$ -
$ 7,500.00
Data Loading
0
0
16
16
'$ 2,000.00
$ -
$ 2,000.00
Integration
0
0
32
32
$ 4,400.00
�$ -
$ 4,400.00
Granite XP (CCTV)
0
0
8
8
$ 1,000.00
$ -
$ 1,000.00
SeeClickFix (Citizen Requests)
0
0
8
8
$ 1,000.00
$ -
$ 1,000.00
Eden (Timesheet Export)
0
0
16
16
$ 2,400.00
$ -
$ 2,400.00
Training
3
48
40
88
$ 14,000.00
$ 3,750.00
"$ 17,750.00
Administration
0
0
16
16
$ 2,000.00
$ -
$ 2,000.00
Production
3
48
24
72
$ 12,000.00
$ 3,750.00
$ 15,750.00
TOTALS
8
128
286
414
$ 62,800.00
$ 10,000.00
$ 72,800.00
Costs are based on the following.
Lucity Project Team Member
Labor
Expenses (per person)
Project Manager
On-site: $225.00/hr
Remote: $150.00/hr
$550.00/on-site trip
$350.00/on-site day
IT Specialist
Implementation Lead/Specialist
1 On-site: $187.50/hr
Remote: $125.00/hr
EXHIBIT "E"
Schedule of Costs and Invoicing
The following table summarizes costs and invoicing for the software licenses and services to be provided
by Lucity to the CLIENT for the Project.
Item
Total
Invoicing
Software License Fees
(reference Exhibit "B")
$30,000.00
Fifty percent (50%) invoiced
upon contract execution
$15,000.00
Twenty-five percent (25%)
invoiced upon completion of
Task D.3 — Configuration
$15,000.00
Twenty-five percent (25%)
invoiced upon completion of
Task D.6 — Training
Services Costs
(reference Exhibit "D")
$72,800.00
Invoiced monthly based on
project progress (i.e. %
completion of each task)
Constant Connection Program Fees
(reference Exhibit "C")
$0.00
No fees invoiced for Year 1
(twelve (12) month software
warranty period)
TOTAL — PROJECT COSTS
$132,800.00
Constant Connection Program Fees - Renewals
$12,000.00
Year 2 fee invoiced sixty (60)
days prior to Year 1 expiration
date
TOTAL — RECURRING COSTS
$12,000.00
Access to Lucity Constant Connection Program resources and services in subsequent years is renewable
annually for the software programs by mutual agreement and is subject to an inflationary increase not to
exceed two and one-half percent (2.5%) each year.
Prices are in U.S dollars. Taxes (if applicable) are not included.
Page 1 of 1
uc'ty
Constant Connection Program
LucityAM Technical Support and Software Maintenance
Following is an outline of the provisions for LucityAM technical support and software maintenance with
the Lucity Constant Connection Program.
HELP DESK
• Staffed by Lucity Support Specialists from 7:00 am — 7:00 pm CST, Monday — Friday
- Accessible via toll-free telephone (800-492-2468) and email (support@lucity.com)
- Response goals are immediate for issues received during regular Help Desk hours, and
as soon as possible next business day for issues received after hours
— Support Specialists remotely connect with clients, troubleshoot issues, and assist with
system maintenance via Webex
• Lucity Support Center
- Portal for 24/7 submittal of support issues, and tracking of resolution status
- Lucity BIog posts
- Lucity Community user forum
UPGRADES
• LucityAM version (i.e. major) releases are provided semi-annually (in February and August), with
1-2 service pack (i.e. minor) releases provided for each version
• LucityAM Mobile products (Android and iOS) are released on independent schedules, with
several versions provided throughout the year
• Lucity Listens web site for clients to submit LucityAM software enhancement requests, vote on
other submittals, and track development status
DOCUMENTATION
• Provided through the software itself (via LucityAM Install Media and on-line Help) and the Lucity
Support Center
- Policies
• Data Collection, Data Recovery, FAQs on Lucity Support Center Use, Levels of
Service for Lucity Support, Version Support Details
- Downloads
• Data Dictionary, Technical Specifications
- Release Documents
• Install Media, Release Notes, Checklists (Pre- and Post -upgrade), Install Manual
- Knowledge Base
• Guides (various Administration, General User, and Training)
- Help Guides
• System, Products, Tools, Security, Services
— Videos
• Product functions and features
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ucity
Constant Connection Program
LucityAM Technical Support and Software Maintenance
EVENTS
• Lucity Annual Conference & Training (ACT)
— Each fall at locations across the US
— Includes pre -conference training workshops, conference breakout training sessions,
customer success stories, group discussions, Lucity presentations and more
• Lucity Regional User Group (RUG) meetings
— Each spring at locations across the US (hosted by Lucity clients)
- Single -day gatherings that typically include customer success stories and Lucity
presentations (including in-depth reviews of most recent LucityAM releases)
• Lucity "Univercity" training workshops
— Specialized topics
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