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Item 09 - Agreement for Business License Tax and Fee Software Services
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Item 09 - Agreement for Business License Tax and Fee Software Services
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5/1/2025 3:15:31 PM
Creation date
5/1/2025 10:55:00 AM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
9
Date
5/6/2025
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Docusign Envelope ID: 69F3BA28-FBFA-4209-91 BO-400342F73326 <br />EXHIBIT A <br />SCOPE OF WORK <br />LOCAL TAX SOFTWARE SOLUTION <br />This Agreement sets forth the terms and conditions under which Hinderliter, de Llamas & <br />Associates dba HdL (hereinafter referred to as "Consultant") agrees to license to the City of Santa <br />Ana certain hosted business license tax software and provide all other services necessary for <br />productive use of such software including customization / integration, user identification and <br />password change management, data import / export, monitoring, technical support, maintenance, <br />offsite or onsite training, backup and recovery, and change management (collectively, the <br />"Services") as further set forth and described in this Exhibit. <br />1. Services <br />1.1. Authorized Users — Consultant grants City a renewable, irrevocable, nonexclusive, <br />royalty -free, and worldwide right and license for any City employee, contractor, or agent, <br />or any other individual or entity authorized by City, (each, an "Authorized User") to access <br />and use the Services. Other than any limitations otherwise described herein, Authorized <br />Users will have no other limitations on their access to or use of the Services. <br />1.2. Acknowledgement of License Grant —For the purposes of 11 U.S.C. § 365(n), the parties <br />acknowledge and agree that this Agreement constitutes a grant of a license to City to use <br />intellectual property in software form, by Consultant. <br />1.3. Changes in Number of Authorized Users — City is entitled to increase or decrease the <br />initial number of Authorized Users ("Minimum Commitment"), on an as -requested basis; <br />provided, however, that City shall maintain the Minimum Commitment of ten (10) users <br />unless the parties otherwise agree to adjust the Minimum Commitment. Should City elect <br />to change the number of Authorized Users, Consultant shall reduce or increase Authorized <br />Users specified in this Exhibit and adjust the prospective Services Fees accordingly no <br />later than five (5) business days from City's written request. <br />1.4. Control and Location of Services — The method and means of providing the Services <br />shall be under the exclusive control, management, and supervision of Consultant, giving <br />due consideration to the requests of City. Cloud based storage shall be used for the <br />purposes of this Agreement. All permitted cloud storage shall comply with ISO/IEC 27001 <br />- 27799 as applicable, or successor standards thereto. Except as otherwise expressly set <br />forth in this Exhibit, the Services (including all data storage), shall be provided solely from <br />within the continental United States and on computing and data storage devices residing <br />therein, and all such locations shall be disclosed to City annually and within thirty (30) <br />days of the effective date of this Agreement. <br />1.4. 1. Subcontractors — Consultant shall not enter into any subcontracts for the <br />performance of the Services, or assign or transfer any of its rights or obligations under <br />this Agreement, without City's prior written consent and any attempt to do so shall <br />be void and without further effect and shall be a material breach of this Agreement. <br />Consultant's use of subcontractors shall not relieve Consultant of any of its duties or <br />obligations under this Agreement. <br />1.5. Changes in Functionality — During the term of this Agreement, Consultant shall not <br />reduce or eliminate functionality in the Services. Where Consultant has reduced or <br />1211802.2 Page 11 of 20 <br />
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