HomeMy WebLinkAboutFULL PACKET_2014-09-02HOUSING AUTHORITY
MEETING AGENDA
SEPTEMBER 2, 2014
CITY COUNCIL CHAMBER
22 Civic Center Plaza
Santa Ana, California
5:45 p.m.
(Immediately following the City Council Closed Session Meeting)
Sal Tinajero
Vice Chairperson - Ward 6
STina�ero &saida- ana.org
Michele Martinez
Authority Member- Ward
XLNlartineaa .Tanta- ana.or�
P. David Benavides
Authority Member- Ward 4
DBenauidesL&Santa -ana.=
Sonia R. Carvalho
General Counsel
Miguel A. Pulido
Chairperson
Vincent F. Sarmiento
Authority Member - Ward 1
ESanmiento@santa- ana.oi
Angelica Amezcua
Authority Member - Ward 3
AAmeZm e,santa -anam
Roman A. Reyna
Authority Member - Ward 5
RRem, n „Tanta- ana.ot
Authority Member telephone: 714 - 647 -6900
Agenda item inquiries: 714 - 647 -6520
Vacant
Executive Director
Maria D. Huizar
Recording Secretary
NOTE. Ifyou need special assistance to participate in this Council meeting, please contact Michael Ortiz, City
ADA Program Coordinator, at (714) 647 -5624. Please call prior to the meeting date, to allow the City enough time
to make reasonable arrangements For accessibility to this meeting.
i
[Americans with Disabilities Act, Title II, 28 CFR 35.102]
Basic Housing Authority Meeting
Information
Five -Year Strategic Plan (2014 -2019) Detailed information at: httr): / / www.sarta-ana.ora/strateaic- Dlannina/
Vision, Mission and Guiding Principles - The City of Santa Ana is committed to achieving a shared vision for the organization and
its community. The vision, mission and guiding principles (values) are the result of a thoughtful and inclusive process designed to
set the City and organization on a course that meets the challenges of today and tomorrow.
Vision - The dynamic center of Orange County which is acclaimed for our: -Investment in youth -Safe and healthy community
Neighborhood pride -Thriving economic climate -Enriched and diverse culture -Quality government services
Mission - To deliver efficient public services in partnership with our community which ensures public safety, a prosperous economic
environment, opportunities for our youth, and a high quality of life for residents."
Guiding Principles
Collaboration -Efficiency -Equity -Excellence -Fiscal Responsibility -Innovation -Transparency
Strategic Plan Goals /Objectives /Strategies:
Goal 1 - Community Safety
Goal 2 - Youth, Education, Recreation
Goal 3 - Economic Development
Goal 4 - City Financial Stability
Goal 5 - Community Health, Livability, Engagement & Sustainability
Goal 6 - Community Facilities & Infrastructure
Goal 7 - Team Santa Ana
Code of Ethics and Conduct - The people of the City of Santa Ana, at an election held on February 5, 2008, approved an
amendment to the City Charter which established the Code of Ethics and Conduct for elected officials and members of appointed
boards, commissions, and committees to assure public confidence. A copy of the City's Code can be found on the Clerk of the
Council's webpage. The following are the core values expressed: Integrity • Honesty • Responsibility • Fairness • Accountability
Respect • Efficiency
Agenda Information - The agenda descriptions provide the public with a general summary of the items of business to be considered
by the Authority. The Authority is not limited in any way by the "Recommended Action" and may take any action which the
Authority deems to be appropriate on an agenda item. Except as otherwise provided by law, no action shall be taken on any item
not listed on the agenda.
Public Comments /Public Input - Pursuant to Government Code Sec. 54954.3, the public may address the Housing Authority and
any other legislative body scheduled to meet on same day and time on any and all matters within the City of Santa Ana's
jurisdiction.
At the discretion of the Chair, at the first Public Comment portion of the meeting, all comments may be considered jointly. The
public will be given the opportunity to speak on any and all matters contained on any of the Consent Calendar and Business
Calendar items and /or on issues of public interest within the jurisdiction of the City. For public hearings, members of the public
shall be given three (3) minutes for each duly noticed hearing (unless the matter is continued prior to taking public testimony). All
requests to speak shall be submitted in writing to the Clerk of the Council at the beginning of the meeting and before Public
Comments begin. Speaker forms will be available at the meeting.
REQUESTS TO SPEAK SHALL NOT BE ACCEPTED AFTER THE PUBLIC COMMENT SESSION BEGINS WITHOUT
PERMISSION OF THE CHAIR. When speaking, all persons addressing the Legislative Body shall follow the rules of decorum as
detailed on the back of the speaker form. The presiding officer shall have the power and responsibility to enforce decorum and
order of the meeting as set forth in Section 2- 104(c) of the Santa Ana Municipal Code.
Consent Calendar - All matters listed under the Consent Calendar are considered to be routine by the Housing Authority and will be
enacted by one motion without discussion unless a member of the Authority "pulls" an item(s) from the consent calendar for a
separate vote.
Senate Bill 343 - As required by Senate Bill 343, any non - confidential writings or documents provided to a majority of the Housing
Authority members regarding any item on this agenda will be made available for public inspection in the Clerk of the Council
Office during normal business hours.
Agenda & Minutes - Staff reports and documents relating to each agenda item are on file in the Office of the Clerk of the Council and
are available for public inspection during regular business hours, 8:00 a.m. — 5:00 p.m., Monday through Thursday and alternate
Fridays. The Clerk's office is located in City Hall, 20 Civic Center Plaza, Room 809, Santa Ana, California, (714)647 -6520.
Authority meeting agendas, staff reports, and Minutes are available the Friday before an Authority meeting at the following
website address: www.santa- ana.ora
Televised Meeting Schedule - All regular meetings will be televised and available for viewing on the City's cable channel. Meetings
held in the Council Chamber or other designated locations which are televised live on CTV3 Time Warner Cable will be
cablecast Mondays at 6:00 p.m., Tuesdays immediately following the meeting at 9:00 a.m., Wednesdays at 6:00 p.m., and
Sundays at 1:00 p.m. Meetings held in locations that do not have a live cable feed will be videotaped and shown on CTV3 the
day after the meeting.
DVD copies of the meetings for loan will be available for public circulation at the Santa Ana Main Library the day after a meeting.
HOUSING AUTHORITY AGENDA 2 SEPTEMBER 2, 2014
CITY OF SANTA ANA
HOUSING AUTHORITY MEETING
SEPTEMBER 2, 2014
CALL TO ORDER CHAIRPERSON PULIDO
HOUSING AUTHORITY BOARD MEMBERS
TINAJERO, AMEZCUA, BENAVIDES,
MARTINEZ, REYNA, SARMIENTO
City Manager, General Counsel, Recording
Secretary
PUBLIC COMMENT ON AGENDA ITEMS AND ITEMS OF PUBLIC INTEREST
(Refer to page 2 "Public Input" for description)
1
Pj
L- CONSENT CALENDAR
RECOMMENDED ACTION. Approve staff recommendation on Consent Calendar
Items: 1 through 2.
REGULAR MEETING MINUTES OF AUGUST 5, 2014
RECOMMENDED ACTION. Approve Minutes.
EXCUSED ABSENCES
RECOMMENDED ACTION, Excuse Housing Authority Members absent.
* ** END OF CONSENT CALENDAR. * **
HOUSING AUTHORITY AGENDA 3 SEPTEMBER 2, 2014
BUSINESS CALENDAR
ANNUAL LICENSE RENEWAL FOR YARDI SYSTEMS, INC.
Recommended action approved by the Community Redevelopment and Housing Commission
on August 13, 2014, by a vote of 6:0.
RF'COMMENDE.D DICTION: Authorize the Executive Director of the Housing Authority
to execute an agreement for the licensing renewal and services and/or enhancements to the
software with Yardi Systems, Inc. in an amount not to exceed $80,000 for a one -year term,
subject to non - substantive changes approved by the Executive Director and Authority
General Counsel.
COMMENTS
AT THIS TIME Housing Authority members may comment on non - agenda matters and ask
questions of or give directions to staff. NO action may be taken on non - agenda items unless
authorized by law.
ADJOURNMENT
HOUSING AUTHORITY AGENDA 4 SEPTEMBER 2, 2014
MINUTES OF THE REGULAR MEETING
OF THE HOUSING AUTHORITY OF THE CITY OF
SANTA ANA, CALIFORNIA
ATTENDANCE
PUBLIC COMMENTS — None
AUGUST 5, 2014
COUNCIL CHAMBER
22 CIVIC CENTER PLAZA
SANTA ANA, CA
7:09 P.M.
AUTHORITY MEMBERS Present:
MIGUEL PULIDO, Chair
ANGELICA AMEZCUA
P. DAVID BENAVIDES
MICHELE MARTINEZ
AUTHORITY MEMBERS Absent:
SAL TINAJERO, Chair Pro Tern
ROMAN REYNA
VINCENT F. SARMIENTO
STAFF Present:
DAVID CAVAZOS, City Manager
SONIA R. CARVALHO, Authority Counsel
MARIA D. HUIZAR, Authority Secretary
CONSENT CALENDAR ITEMS
MOTION: Approve staff recommendation on Consent Calendar Items: I - 4.
MOTION: Martinez
VOTE: AYES:
NOES:
ABSTAIN:
ABSENT:
SECOND: Benavides
Arnezcua, Benavides, Pulido, Martinez (4)
None (0)
None (0)
Reyna, Sarmiento, Tinajero, (3)
HOUSING AUTHORITY MINUTES 1 AUGUST 5, 2014
1 . REGULAR MEETING MINUTES OF JULY 1, 2014 {STRATEGIC PLAN NO. 5, 1)
MOTION: Approve Minutes.
2. EXCUSED ABSENCES
MOTION: Excuse the absence Chair Pro Tern Sal Tinajero and Authority
member Roman Reyna from the August 5, 2014 Meeting.
3. QUARTERLY REPORT OF CONTRACTS ENTERED INTO BY THE EXECUTIVE
DIRECTOR {STRATEGIC PLAN NO. 5}
MOTION: Receive and file.
4. QUARTERLY REPORT FOR HOUSING CHOICE VOUCHER PROGRAM APRIL
2014 — JUNE 2014 {STRATEGIC PLAN NO. 5)
At its regular meeting of July 16, 2014, by a vote of 6:0, the Community
Redevelopment and Housing Commission recommended that the Housing Authority
receive and file the Quarterly Report for Housing Choice Voucher Program: April
2014 — June 2014,
MOTION: Receive and file.
*** END OF CONSENT CALENDAR ***
COMMENTS
5. HOUSING AUTHORITY MEMBER COMMENTS - NONE
ADJOURNED 7:11 P.M.
Maria Huizar,
Recording Secretary
HOUSING AUTHORITY MINUTES 2 AUGUST 5, 2014
SEPTEMBER 2, 2014
ANNUAL LICENSE RENEWAL FOR
YARDI SYSTEMS, INC.
1, n_I
-° C E COME E DIRECTOR
RECOMMENDED ACTION
RECORDING SECRETARY USE ONLY:
❑ As Recommended
❑ As Amended
CONTINUED TO
Authorize the Housing Authority Executive Director to execute an agreement for the licensing
renewal and services and /or enhancements to the software with Yardi Systems, Inc. in an amount
not to exceed $80,000 for a one -year term, subject to non - substantive changes approved by the
Executive Director and Authority General Counsel.
COMMUNITY REDEVELOPMENT AND HOUSING COMMISSION RECOMMENDATION
At its regular meeting of August 13, 2014, by a vote of 6:0, the Community Redevelopment and
Housing Commission recommended that the Housing Authority authorize the Housing Authority
Executive Director to execute an agreement for the licensing renewal and for services or
enhancements to the software with Yardi Systems, Inc. in an amount not to exceed $80,000 for a
one -year term, subject to non - substantive changes approved by the Executive Director and
Authority General Counsel.
DISCUSSION
For many years, the Housing Authority (Authority) has used specialized software in the
administration of the Housing Choice Voucher program. This software is critical to the operation of
the Authority and its obligation to electronically transfer data to the U.S. Department of Housing
and Urban Development (HUD). The Authority approved an agreement in September 2002 with
Yardi Systems, Inc. for its Housing Choice Voucher program management software. This system
tracks all program information on applicants, tenants, and owners, schedules and maintains
records on all Housing Quality Standards inspections, performs income and payment calculations,
and creates and transmits HUD - required reports. The annual license fee includes system
upgrades, software updates, all pertinent user manuals, staff training, Applicant, Owner and
Annual License Renewal for Yardi Systems, Inc.
September 2, 2014
Page 2
Application Portals and forty five hours of technical assistance. The one year term of the
agreement begins on October 1, 2014 (Exhibit 1).
There are three nationally recognized providers of voucher management programs, including
Yardi, for housing authorities of a size similar to the Santa Ana Housing Authority. While all are
web -based applications, the user interface, workflow, and data exchange processes to support
payment creation differ. It is cost - prohibitive to change vendors and retrain staff, re -enter data,
and customize new software to support the City's internal control requirements. The Housing
Authority's original housing program management software was developed by Nan McKay, Inc.,
which in 2002 sold its program to Yardi Systems, Inc., and over the years has been customized to
serve the Housing Authority's requirements. The Yardi system is recognized as an industry
standard, chosen by Los Angeles County, Chicago, Portland, Sacramento, and other large public
housing authorities.
STRATEGIC PLAN ALIGNMENT
Approval of this item supports the City's efforts to meet Goal #5 - Community Health, Livability,
Engagement & Sustainability.
FISCAL IMPACT
Funds are available in the Housing Authority Other Contractual Services account (no. 14018760-
62300).
M
Scott Kutner
District Manager
Community Development Agency
DC /SK/MZ /np
Exhibit 1. Agreement
APPROVED AS TO FUNDS AND ACCOUNTS:
Francisco Gutierrez
Executive Director
Finance and Management Services Agency
/P
EXIIJBITI
CONSULTANT AGREEMENT
BETWEEN THE HOUSING AUTHORITY
OF THE CITY OF SANTA ANA
AND YARDI SYSTEMS, INC.
THIS AGREEMENT, made and entered into this 1. "day of October, 2014, by and between Yardi
Systems Inc., a California corporation (hereinafter "Consultant"), and the Housing Authority of the City
of Santa Ana, a public body, corporate and politic (hereinafter "Authority").
RECITALS
A. The Authority entered into the "Application Hosting and Software License Agreement"
("Original Agreement") with Consultant in 2009 whereby Consultant has provided certain real
property and asset management application software and related services to Authority. The
Original Agreement has been amended over the years to, among other things, add units and
portals. The Original Agreement is attached hereto as Exhibit A.
B. The Authority desires to continue to retain Consultant for the upcoming annual period under
upcoming as described in) the Original Agreement due to its special skill and knowledge in providing
the Housing Authority with specialized software and related services for the not to exceed
L
amount set forth in Section 2 (Compensation), below.
C, Consultant represents that Consultant is able and willing to provide such software and services
to the Authority, or to renew the Original Agreement for the upcoming annual period under (and
as described in) the Original Agreement, subject to the not to exceed amount.
D. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this Agreement
will be performed in compliance with such standards as may reasonably be expected from a
professional consulting firm in the field,
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms
and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
The Scope of Services for Consultant shall be the software and related services provided under
the Original Agreement for the upcoming annual period under (and as described in) the Original
Agreement (see Exhibit A, attached hereto and incorporated herein).
2. COMPENSATION
a. The Authority agrees to pay, and Consultant agrees to accept total payment pursuant to this
Agreement which shall not exceed Eighty Thousand Dollars ($80,000.00) during the Term of this
Agreement. In order to avoid any doubt, in the event Authority decides to renew the Original Agreement
L, - -
for a subsequent annual period, additional compensation will be due.
b. Payment by Authority shall be made in accordance with the terms and conditions of the
Original Agreement.
I
EXHIBIT
TERM
This Agreement shall commence on the date first written above and terminate oo September 30,
2O]5, unless terminated earlier io accordance with Section l2`below.
4^ INDEPENDENT CONTRACTOR
Cooxokout obuD, during the entire term ofthis Apreement, be construed to bcmnindependent
contractor and not ou employee o[the Authority. This Agreement ia not intended nor shall i|beconstrued
to create no employer-employee relationship, u joint venture relationship, or 10 u|lnvv the Authority to
urou/ioc discretion or control over the professional manner in which Consultant ycrfooua the aen/oeu
vvbjcb are the subject matter ofthis &gzoeoueu(; bnv/ovuc, the services to he provided byConsultant ubnO
be provided inm manner consistent with all applicable standards and regulations govoruiog such services.
Consultant obol) pay all ouladux and wages, coTployor'a onoiu| security taxes, unemployment bnooruuoe and
similar taxes relating to employees and shall bcresponsible for all applicable withholding taxes.
5. INSURANCE -RESERVED
Due to the nature of the services provided hereunder, insurance isnot required.
h, INDEMNIFICATION
Each party agrees Wand shall indemnify and hold harmless the other party, its officers, agents,
employees, 000nubucUm' special ouuoocl, and representatives from liability: (1) for damages, just
compensation, restitution, judicial or coohahle relief arising out of third putty c\oizna for personal bodily
injury, including bealdz, and ulubnx for tangible property doozage, which may arise from the direct or
indirect operations of the indemnifying party or its contractors, subcontractors, agents, cozp|oyeeu, or
other persons acting on their behalf, and (2) from any third party claim that damages, just compensation,
ro$budnu, judicial or equitable ro|iu[ is dun by rcoomo of the teono of or effects arising from this
Agreement. This imlncmziLy and hold bucozemu aggrenoucot applies to all third party claims for damages,
just coozpcmoa1ino` rcstiLutioo, judicial or equitable relief suffered, or alleged to have been suffered, by
reason of the oveoio referred to in this Section or by rounoo of the terms o[ or cffec|m, arising from this
Agreement.
7. CONFIDENTIALITY
If Consultant receives front the Authority information which due to the nature ofsuch
information is reasonably understood Lohe confidential and/or proprietary, Consultant agrees that i1shall
not use or disclose such inKznuaino except iuthe performance n[ this Agreement, and further agrees (o
exercise the same degree of care it uses to protect its own information of like importance, but in no event
less than reasonable care. '^Coufidundu|Information" shall include all nonpublic information.
CouDJnnda\ iufozzoadoo includes not only written information, but also information transferred orally,
visually, electronically, or by other means. Confidential iobonnuhon disclosed to either party hyany
subsidiary and/or agent nf the other party iu covered hy this Agreement, The foregoing uhUAationmo[
non-use and nondi sclos Lire shall not apply to any information that (a) has been disclosed in publicly
available sources; (h) is, through no filu|1o[ibo Consultant disclosed inu publicly available source; (o) is
iudubifu\ possession o[ the [uuau||un| vviibuut uo obligation of confidential ity; (d) is required to be
disclosed by operation of law; or (e) is independently developed by the Consultant without reference to
in[bnnation disclosed bythe Authority.
BXDIB[Tl
C0NFLlCT0F INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement.
9\ WnCE
Any notice, tender, demand, delivery, or other communication pursuant io this uku|
[miu writing and shall bo deemed 1ohoproperly given if delivered io person oz mailed hy first class or
certified mail, postage prepaid, in the manner provided in this Section, to the following persons:
To for the City ofSanta Am
Community Development Agency
20 Civic Center Plaza (M-27)
P.O. Box l988
Santa Ana, C& 92782-1980
And:
Authority General Counsel
City of Santa Ana
20 Civic Center Plaza (M-2B)
PD. Box l980
Santa Ana, California Q2702
To Consultant: \azdi Systems, luo.
43OB. Fairview Ave.
Goleta, C/\ 93117
Attn: COO
And: YordiSyotenuu Inc.
43VO. Fairview Ave.
Goleta, C/\93]l7
Attn: General Counsel
A party may change its address hv giving ' notice in writing W the other party. Thereafter, any
oodne' tender, demand, delivery, or other 000zcoouioutioo shall he addressed and transmitted to the new
address, If sent by mail, any notice, tender, demand, delivery, or other communication shall be effective
or deemed to have been given three (3) days after ithas been deposited in the United States mail, duly
re(yistered For purposes ofcalculating
these tirne frames', weekends, federal, state, County or City holidays shall be excluded,
10. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the Authority and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. Io the event
ofa conflict between the terins of this Agreement and ally attachments hereto, the tenns of this
/\@Tououcnt shall prevail. This Agreement may not be modified except by written iuokucocut signed by
the Authority and byan authorized representative o[Consultant, The parties agree that any terms or
conditions of" any purchase order or other instrument that are inconsistent with, or in addition to, that
ieroxo and conditions buzeu[ o|zu|i ootbiud or obligate Couauhuo< nor the Authority, Each party to this
/\gcccrooui onkoowicdgen that no representations, ioduoezucu1a, promises oza@recnueo\s, oruUyor
EXUD}{1i
otherwise, have been made by any party, oc anyone acting ou behalf of any party, which are not embodied
11. ASSIGNMENT
Ioouoxzob as this /\urcunzco< iu intended to secure the specialized services of Consultant,
Consultant may not assign, tnaoafer, delegate, oz Subcontract any interest bcruiu without the prior written
consent of the Authority and any such assignment, transfer, delegation or subcontract without the
Authority's prior written consent shall hu considered null and void.
I2. TERMINATION
This Agreement may ht terminated 6vthe Authority upon thirty (30) days written notice of
termination. In such. event, Consultant shall be entitled to receive and the Authority shall pay Consultant
compensation for all set-vices performed hyConsultant prior Ln receipt of such notice nftermination,
however, payment need not be made for work which falls to meet the standard of performance specified in
the Rooi1a)n of this Agreement.
13. DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual
orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the
recruitment, selection, training, ud}izadnu. promotion, \enoiooti000rother employment related activities.
Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal.,
state and local |avvx and regulations.
This Agreement and all questions relating to its validity, and
onKoroeroout shall be government and construed in accordance with the laws of the B\m1e of California.
This Agreement has been executed and delivered in the State of California and the validity, interpretation,
performance, and enforcement of any of the clauses of this Agreement shall be determined and governed
by the laws of the State ofCalifornia. Both parties further agree that Orange County, California, mbaJ} be
the venue for any action or proceeding that may be brought or arise out o[ io connection with or by
reason uf this Agreement.
15. PROFESSIONAL LICENSES
Consultant shall, od the ienoofthis Agreement, maintain all necessary licenses, permits,
approvals, waivers, and exemptions necessary for the provision uF the services hereunder and required by
the laws and re-ulations of the United States, the State of California, the City of Santa Ana and all other
governmental agencies. Consultant shall notify the Authority itrimedlately and in writing of her inability
to oh|uio or maintain such ycznzta, Uouosey, approvals, waivers, and uxonzydoua. Said inability obnU be
cause for tonninab000[ this Agreement.
16, MISCELLANEOUS PROVISIONS
Each undersigned represents and warrants that its sig-nmturebueiubchwhas the power, authority and
dobC1obhzdLb�rrcopucivo 'uxtucucbV�d�tonnxofd\�/\Acccu'md, and shall iodoronifv/\uUx`dty
fuOy. Inu\udbffi� zcuuooa�|ocos�Vaud a1Cuo��y`o Kcou, Ooroo� i 'uduaordmuagoo to Authority in the event dha
such authority orpower is not, in §.c1, held by the uigna(oryoria withdrawn,
EXHIBa i
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
Maria D. Huizar
Secretary
APPROVED AS TO FORM:
Sonia R. Carvalho
Authority General Counsel
By,
Lisa E. Storck
Assistant Counsel
HOUSING AUTHORITY OF
THE CITY OF SANTA ANA
David Cavazos
Acting Executive Director
Yardi Systems, Inc.
By:
Title:
TIN#
11"XIIIBIT I
EX111131T A
Application Hosting and Software License Agreement,
{Attached Separately Ngxinwed)
EXHIBITA
A auched Separately Paginated
APPLICATION HOSTING AND SOFTWARE LICENSE AGREEMENT
Yards Systems, Inc,, a California corporation headquartered at 430 South Fairview Avenue, Goleta, CA 93117 ( 'Yardl'), and
Housing Authority of the City of Santa Ana ("Client")
PO Box 22030
Santa Ana, CA 92702
enter Into this agreement Including any schedules, exhibits or other attachments (this 'Agreement') effective as of The Effective Date
(defined in Section I (definitions), below].
RECITAL
Yardl has developed certain real property and asset management application software for use in conjunction with an as-
sociated database. Client desires to license certain Yard! software via access to a designated Site [defined in section I (definitions),
below) pursuant to this Agreement's terms.
In consideration of their respective rights and obligations as set forth In this Agreement, the parties agree as follows:
a. 'Anniversary Date" means the date that Is 365 days
after the Initiation Date, and each anniversary thereafter of
the date that Is 365 days after the Initiation Date, during this
Agreement's Term,
b. 'Business Purposes' means management of
Client's real property portfolio for accounting, prop" man-
agement and related business purposes,
c. 'Client Data" means the data that Client's Designat-
ed Users transmit and/or enter Into the database associated
with the Licensed Programs in connection with their Use of
the Licensed Programs pursuant to this Agreement.
d. "Citrix Designated User" means a Designated User
utilizing CInix products to access the Site, Licensed Pro-
grams, and/or Client Data for administrative purposes,
a, "Deliverable" means any deliverable or intellectual
property delivered to Client as pail of Programming Services
[defined In section 14 (Programming Services)] or other
services provided pursuant to this Agreement,
f. "Designated User' means a Client employee or
contractor designated by Client to access the Site and Use
the Licensed Programs for Business Purposes,
g. 'Effective Date" means August 1, 2009,
h, 'Fees' means the fees identified in Schedule A, and
any other fees that may become due under this Agreement.
1. "Force Majours Event" means any event beyond the
reasonable control of the party affected by such event, in-
cluding without limitation fire, storm, weather, earthquake,
explosion, casualty, strike, war, riot, civil disturbance, act of
God, acts or omission of any third party, any state or national
law, decree or ordinance, or any executive or judicial order,
which event causes a party to delay or fall to perform under
this Agreement,
j. 'Image Storage' means Client Data file storage on
file servers separate from the database server used to Serve
Client Data.
r. 'Undisputed Fees" means all Fees due from Client
under this Agreement which Client does not reasonably and
in good faith dispute - and provide notice of such dispute in
accord with section 18(f) (Notices) - within 30 days of in-
voice.
s, "Use' means authorized access to the Site and use
of the Licensed Programs and Licensed Programs Docu-
mentation by Client's Designated Users solely for Client's
Business Purposes,
2.
a. Licenses. Yardl grants to Client a non-exclusive,
non-transferable (except as expressly provided In this
Agreement), limited license for Client's Designated Users to
access the Site and Use the Licensed Programs and Li-
censed Programs Documentation (which Yard! shall provide
in electronic format) for Client's Business Purposes,
b. Restrictions, Client may only exercise the license
granted In section 2(a) (Licenses) through its Designated
Users. Client may not rent, lease, sell, transfer (by subll-
"Initiation Date" means the date that Is 2 weeks after conse, assignment or otherwise except as expressly pro-
Yardi
Client
Co�*nflonilal
Preparation Date: July 23, 2009 7:22 AM
vided by this Agreement), time share, modify, reproduce,
copy, make derivative works from, distribute, publish, use to
provide service bureau services, or publicly display the Li-
censed Programs. Client may only Use the Licensed Pro-
grams for Business Purposes. Client may not reverse engi-
neer, douompile or otherwise attempt to discover the source
code for the Licensed Programs, Client may not permit any
person or entity to breach the restrictions In this section 2(b)
(Restrictions).
c. Access to the Site. Yardl will use commercially
reasonable efforts to make the Site and the Licensed Pro-
grams accessible to Designated Users 24-hours per day, 7
days per week, excluding down time for maintenance and
repair. Yardt has standing maintonance/repair/backup hours
from 11;00 pre each Saturday to 3:00 am (Pacific Time)
each Sunday, and nightly Sunday to Friday from 12:00 am —
2:00 am (Pacific Time). Yardi will provide as much advance
notice to Client as reasonably possible under the drcums-
lances for scheduled maintenance/repair down time outside
of the aforementioned standing hours, and Yardl will use
commercially reasonable efforts to provide as much notice to
Client as reasonably possible under the circumstances for
emergency maintenancelrepair downtime.
3. Term and Termination,
a. Tenn. This Agreement will commence on the Effec-
tive Date and remain In affect unfit terminated In accord with
this Agreement,
b. Termination kr CaTv*nc% Client may terminate this
Agreement without cause and for its convenience upon 30
calendar days prior written notice. Upon a termination for
convenience, Client shall promptly pay any Undisputed Fees
owed to Yardi as of the effective date of Client's termination,
If Client terminates this Agreement pursuant to this section
3(b) (Termination for Convenience), Client shall not be an-
tided to a refund of any Fees.
c. Termination for Cause, Either party may terminate
this Agreement upon written notice to the other party if the
other party materially breaches this Agreement and fails to
cure such breach within 7 days of written notice of a material
breach, or if the breaching party cannot reasonably cure the
material breach within 7 days, the breaching party falls to
Initiate cure within 7 days and falls to continuously and dili-
gently work to cure the breach unfit the breach Is cured.
Termination pursuant to this section 3(c) (Termination for
Cause) shall be effective upon delivery of written notice after
expiration of the applicable cure period.
d. Effect of Termination.
(I) License Termination, Upon the effective date of
this Agreement's termination or expiration, (A) the license for
the Licensed Programs and Licensed Programs Documenta-
tion will terminate, (B) Client will cease Use of the Licensed
Programs and Licensed Programs Documentation, (C)
Client's access to the Site and Licensed Programs will be
disabled, and (0) Client shall pay any Undisputed Fees to
Yardl,
(ii) Return of Confidential Information. Upon this
Agreement's termination or expiration effective date, the
parties shall comply with section 9(d) (Return of Confidential
Information),
a. Survival. The parties' obligations under, and the
provisions of, sections 4 (License Fees), 8(b) (Limited Llabill-
ty for Unauthorized Client Data Access), 9 (Confidentiality),
10 (Warranties), 11 (Damage Limitations), 13 (Indemnifica-
tion), 15 (Assignment) and 18 (General Provisions) shall
survive this Agreement's termination or expiration.
4, h1Mfl12.EM.
a. Foos. Client agrees to pay Yardl the Fees In accor-
dance with the payment terms set forth In Schedule A.
b. Failure to Pay. Clients failure to timely pay any
Undisputed Fee when due Is a material breach subject to the
tents of section 3(c) (Termination for Cause). Additionally,
Undisputed Fees shall accrue Interest from their due date
until paid at the rate of 1.5% per month or the maximum rate
allowed under applicable law whichever is less,
c. Taxes. The Fees are exclusive of any tariff, duty, or
tax, however designated, levied, or based Including, without
limitation, any taxes based on (1) this Agreement, (11) the
Licensed Programs or Deliverables, (M) Client's Use of the
Licensed Programs, (iv) the Licensed Programs Documents-
don, or (v) any materials or supplies furnished by Yardl per
this Agreement. Client Is responsible for all applicable tariffs,
duties or taxes (exclusive of taxes based on Yardi's not In-
come) applicable to this Agreement,
cl, Partial Fee Disputes. If Client reasonably and in
good faith disputes any Fees, and provides notice in accord
with section 118(f) (Notices) of such dispute, Client agrees
that any undisputed portion of such Fees are Undisputed
Fees and Client agrees to timely pay any such Undisputed
Fees.
a. Third Party Software and Hardware Require-
ments. Client is solely responsible for purchasing, Installing
and maintaining, at Client's expense, any third party soft-
ware and hardware necessary for Client's Designated Users
to access the Site and Use the Licensed Programs, Yardl
shall not be liable for any such third party software or hard-
ware, and Client acknowledges and agrees that any assis-
tance provided by Yardi in connection with such third party
software and hardware shall not alter Client's responsibility
or Yardi's liability disclaimer under this section 5(a) (Third
Perry Software & Hardware Requirements),
lb. Location. implementation and training may (at
Client's election) take place at a location specified by Client
or via telecommunications. Yardi will bill Client for Initial Im-
plementation/training services as indicated in Schedule A.
Client may request additional on-site Implementation/training
services (Le,, In addition to the on-site implementa-
tlon/training services set forth In Schedule A) at any time and
Yardl will make commercially reasonable efforts to timely
accommodate Client's request. Additional on-site implemen-
tation/training services are subject to the parties' mutual
agreement on: (1) the schedule for performance of the addi-
tional services, and (4) Yardi's Fees for the additional servic-
es.
c. On-SItas. Client acknowledges that In-parson Im-
plementation/training service visits at a Client location re-
quire a minimum visit of 8 hours per visit. Client agrees to
2
��V Y�nrdi Client
Confi
Date, of Preparation: July 23, 20109 7:22 AM
pay all reasonable expenses associated with on-site visits
including, but not limited to, travel to and from the site, lodg-
ing, meals, etc. Client acknowledges that training services
for more than 12 Client trainees require Client to pay for 1
additional Yardi trainer for each 12 Client trainees in excess
of 12. Client agrees that Client must pay for any implements-
tion/training services cancelled less than 0 business days
prior to their scheduled date.
d. Data Conversion. Yard! will bill Client for electronic
data conversion services, if initially ordered, at the rate
stated In Schedule A. Client acknowledges that data prepa-
ration and post conversion data clean-up Is inherent In any
data conversion, and such additional efforts associated with
a Client data conversion — if performed by Yardi - will be
debited against Client's application support service allot-
ment. Absent an agreement to the contrary, Client shall oth-
erwise be solely responsible for data conversion, data prepa-
ration, data entry and data verification, and any post-
conversion dean-up. Additional Yardl data conversion ser-
vices (i.e., in addition to any Initial data conversion services
set forth in Schedule A) are subject to the parties' mutual
agreement on: (1) the schedule for performance of the addi-
tional services, and (it) Yardt's Fees for the additional servic-
es.
e. Testing. Client shall have 90 days commencing
upon the Effective Date (the 'Testing Period") to test the
Licensed Programs, At any time during the Testing Period,
Client may elect to cease Use of the Licensed Programs and
cancel this Agreement, in which event Yardl will refund to
Client all amounts paid by Client to Yardi pursuant to this
Agreement less reasonable amounts (determined by refer-
ence to the Fees/rates Indicated in Schedule A) for Initial set-
up, implementation, training and support of the Licensed
Programs provided prior to Client's notice of cancellation
pursuant to this section 5(e) (Testing),
6. 922LLAnd P
a, Designated Users. Client agrees that its exercise of
the license granted by this Agreement shall only be through
its Designated Users. Client agrees that it may assign Pass-
words to a fixed maximum number of Designated Users, and
may have only a fixed maximum number of Units (as idenfi-
fied in Schedule A). The maximum number of Designated
Users Is the total aggregate number of Designated Users
licensed to access the Site and Use the Licensed Programs.
The maximum number of Units is the maximum number of
Units that Client's Designated Users may manage and ac-
count for in connection with Client's Use of Die Licensed
Programs. The agreed maximum Designated User and Unit
numbers are set forth In Schedule A.
b. Designated User Changes. Yardi agrees that
Client may replace Designated Users as Client sees fit and
at no additional cost provided: (I) there is no net increase In
Client's maximum number of Designated Users, and (0) each
Designated User has a unique Password. A CiWx Designat-
ed User change is subject to a one-time fee as specified in
Schedule A,
Clients licensed maximum number of Designated Users.
d. Password Assignment. Client's application support
POC will be a Designated User, will designate the other
Designated Users, and will provide each other Designated
Users with a Password. Each Password shall be personal
and unique to the applicable Designated User, and may not
be used by anyone other than such Designated User. Each
Password may only be used from 1 computer at any given
time. Client shall be responsible for maintaining Designated
User Password security.
9. Client Obligations with Respect to Designated
Users. Client shall inform each Designated User of this
Agreement's license terms and restrictions and shall enforce
such restrictions. Client agrees to notify Yardi If Client be-
comes aware of any failure of a Designated User to adhere
to the license terms and restrictions In this Agreement. Client
acknowiedges that each time a Designated User accesses
the Site to Use the Licensed Programs the Designated User
will be presented with a splash screen welcoming the Desig-
nated User and requesting that the Designated User enter
his/her unique Password.
7. Application SuaR211_4LV29rL
01.
a. Application Support Service. Yard! will provide
application support and upgrades for the Licensed Programs
as set forth in this section 7 (Application Support & Up-
graders),
b, Client Contacts. Client agrees to appoint an applica-
tion support POC. Client may change the application support
POC upon advance written notice to Yardl. Yardl shall have
no obligation to contact, or communicate with, anyone re-
garding application support and maintenance Issues except
Client's application support POC. Client acknowledges that It
is Client's responsibility to keep Clients application support
POC current, and to notify Yardi of any changes.
c. Yardi Contacts. During initial Implementation, Yardl
shall appoint an account manager to Client's account. After
initial implementation, Yardi will either assign Client to an
account manager or an application support team. Yardl may
change the identity of individual account managers from time
to time upon notice to client. Client's application support
records relating to Client will be available to Yardi's entire
application support team at all times.
d. Application Support Services. Yardl shall provide
application support for the Licensed Programs through Its
account managers and technical staff to Client's application
support POC. Application support does not include on -site
installation, Implementation, training, or testing of the Li-
censed Programs, nor does it Include data conversion.
Those services, If initially ordered, are specified In Schedule
A. Yard's application support service team will use commer-
daily reasonable efforts to address and solve Client's Issues
but cannot guarantee satisfaction In every case,
e. Total Hours Included. Client's application support
allotment is specified in Schedule A. This Agreement's an-
c, Additional Designated Users. Subject to: (I) at least nual periods shall begin on the Initiation Date (and each
5 business days prior written notice from Client, (11) Client's Initiation Date anniversary) and end on each Anniversary
execution of an amendment to this Agreement, and (iii) sub- Date, and will not include unused application support Ifine
ject to payment of additional Fri 's, Yardl will increase from prior annual periods, If Client needs additional applies..
Yard! Client
Conflidentlal
Doto of Preparation: July 23, 2009 7:22 AM
tion support hours at any time, Client may purchase addi-
tional hours at Yardi's then - current prevailing application
support rate at the time Client needs the hours.
f. Application Support Hours, Yardi's application
support hours are from 6:00 am to 4:00 pm (Pacific Time)
Monday through Friday (excluding holidays).
g. Priority.
(1) Yardi shall have the right to prioritize application
support requests according to the application support issue's
impact on Client, Yardi will prioritize application support re-
quests in the following order:
Priority 1: Business halted (total Inability to perform normal
operation)
Client will submit support requests by telephone to
Yardi's application support number.
Response as rapid as reasonably feasible — gen-
erally within 2 business hours.
Priority 2: Business impacted (severe restriction of Client's
Use of the Licensed Programs — a potentially critical prob-
lem)
Client will submit support requests by telephone to
Yardi's application support number.
Prompt response subject only to delays for priority
1 issues, generally within 4 business hours.
Priority 3: Non - critical service requests (any issue that is not
a Priority i or Priority 2 Issue)
• Client will submit support request by telecommuni-
cations to Yardi application support
• Response subject to delays for priority 1 and 2 is-
sues, generally within 1 business day.
([I) Yardi will work on Priority 1 and 2 issues with
continuous focus, and with Client's cooperation, through
resolution.
h. Software Upgrades, Yardi will periodically make
available to Client (at no additional cost to Client) updates,
upgrades and current versions of the Licensed Programs
which will Include corrections, enhancements, and/or Im-
provements. Client reserves the right to refuse updates and
upgrades of the Licensed Programs: provided, however, that
Yardi reserves the right to cease application support servic-
es for versions of the Licensed Programs more than 2 years
older Ulan the latest version of the Licensed Programs gen-
erally released to Yardi's clients.
!. Standard Term. Application support services are
subject to this Agreement's terms and timely payment of all
Undisputed Fees, Subject to the section 3(c) (Termination
for Cause) notice and cure provisions, Yard may suspend
application support services if Client falls to timely make any
Undisputed Fee payment.
j. Obsolescence. Yardi reserves the right to cease
providing application support service for Licensed Programs
on the later of: (i) 3 years from the date on which Yardi
ceases to license the Licensed Programs, or (1]) 6 years from
the Effective Date, whichever is later. Yardl agrees to notify
Client if and when Yardi will ceasii application support ser-
fizc
vices in accord with this section 70) (Obsolescence),
a. Client Data Storage, Subject to Force Majoure
Events, Yard] agrees to store all Client Data on Yardi's pri-
mary server and back -up servers. During this Agreement's
term, Client grants to Yard! a non- exciuslve license to repro-
duce Client Data on Yardi's primary server and back -up
servers solely for Client to use Client Data in connection with
Client's Use of the Licensed Programs. Notwithstanding the
foregoing, if any Client Data Is lost for any reason, Yard]
agrees to use commercially reasonable efforts to recover
lost Client Data and will assist Client in identifying lost Client
Data.
b. Limited Liability for Unauthorized Client Data
Access. Yardi agrees to use (i) firewalis and other technol-
ogy generally used in the trade to prevent unauthorized 3"'
party access to its computer systems storing Client Date,
and (ti) available encryption technology generally used in the
trade to prevent unauthorized 3' party access to Client Data
transmissions. Notwithstanding the foregoing, Yardi shall
not be liable to Client In the event that (A) Its use of firewalls
and other technology generally used in the trade fails to
prevent unauthorized third party access to Client Data, or
(B) its use of encryption technology generally used in the
trade faits to prevent unauthorized third party access to
Client Data transmissions. Nothing in this section 6(b) (Li-
mited Liability for Unauthorized Client Data Access) shall
constitute a representation or warranty by Yardl that Client
Data storage or transmission will be Inaccessible to unautho-
rized third parties.
c. Client Data Backup; Client Data Retrieval. Subject
to Force Majeura Events, Yardl will: (1) execute (A) nightly
database backups to a backup server, (B) incremental data-
base transaction log file backups every 30 minutes to a
backup server, (C) weekly backups of all Client Data and the
default path to a backup server, and (D) nightly incremental
backups of the default path to a backup server, (11) replicate
Client's database and default path to an off -site location (!,a,,
other than the primary data center); and (ll) save the last 14
nightly database backups on a secure transfer server (!.a,, at
any given time, the last 14 nightly database backups will be
on the secure transfer server) from which Client may retrieve
the database backups at any time.
a. Confidential information definition. `Confidential
information" means all technical and non - technical informa-
tion including: (1) Client Data, (ii) patent, copyright, trade
secret, and other proprietary Information, (ill), Inventions,
know -how, processes, or algorithms, (iv) software programs,
software source documents, abject code, source code, data-
base dictionaries, network diagrams, UML diagrams, Li-
censed Programs Documentation, (v) development, design
details and specifications, (vi) a party's financial Information,
(vii) customer lists, business forecasts, sates and marketing
plans and Information, (viii) the prices offered or paid per
this Agreement for Yardl's products and services, (Ix) SAS70
reports and any information related to SAS70 reports, (x) this
Agreement's terms, and (A) any other Information disclosed
by a party, or to which a party is exposed because of this
Agreement, that the disclosing party Identifies as confidential
at the time of disclosure or which — by Its nature - reasonably
Yardi t
Conf3 ntlal
aration: July 23,
46
should be regarded as confidential.
b. Nondisclosure and Nonuse Obligations, Each
party (the "Receiving Party') agrees that It will not use,
disseminate, or In any way disclose any Confidential Infor-
mation of the other party (the 'Disclosing Party"), to any
third party, except that the Receiving Party may use the
Disclosing Party's Confidential Information to the extent
necessary to perform its obligations under this Agreement,
The Receiving Party agrees that It will treat all Confidential
Information with the same degree of care as the Receiving
Party accords Its own Confidential Information, but In no
event less than reasonable care, The Receiving Party
agrees that it shall disclose Confidential Information only to
those of Its employees and contractors who need to know
such Information, and the Receiving Party certifies that such
employees and contractors have previously agreed, either
as a condition to employment or in order to obtain the Confl-
dentist Information, to be bound by terms and conditions
applicable to the Receiving Party under this Agreement, The
Receiving Party shall immediately give notice to the DISCIOS-
Ing Part/ of any unauthorized use or disclosure of the Dis-
closing Party's Confidential Information, The Receiving Party
agrees to assist the Disclosing Party in remedying any such
unauthorized Use or disclosure of Disclosing Party's Confi-
dential Information,
c. Exclusions from Nondisclosure and Nonuse Ob-
ligations, The Receiving Party's obligations per section 9(b)
(Nondisclosure and Nonuse Obligations) shall not apply to
Confidential Information that the Receiving Party can docu-
ment: (I) was (through no fault of the Receiving Party) public
domain at or subsequent to the time the Disclosing Party
disclosed the information to the Receiving Party, (it) was
rightfully In the Receiving Party's possession free of any
confldentiality obligation at or subsequent to the time the
Disclosing Party disclosed It to the Receiving Party, or
(111) was developed by the Receiving Party's employees or
agents Independent of, and without reference to, any infor-
mation communicated to the Receiving Party by the Disclos-
ing Party. A Confidential Information disclosure by the Re-
ceiving Party either (A) in response to an enforceable order
by a court or other governmental body, (B) as otherwise
required by law, or (C) necessary to establish the rights of
either party under this Agreement, shall not be a breach of
this Agreement by the Receiving Party or a waiver of confi-
dentiality for other purposes; provided, however, the Receiv-
ing Party shall provide prompt prior written notice of any
such Confidential Information disclosure to the Disclosing
Party (to the extent allowed by applicable law) to enable the
Disclosing Party to seek a protective order or otherwise pre-
vent such disclosure,
d. Ownership and Return of Confldantlal Informa-
tion and Other Materials. The Disclosing Party's Conflden-
(lei Information is and shall remain the Disclosing Party's
property, and this Agreement does not grant or Imply any
license or other rights to the Disclosing Party's Confidential
Information except as expressly set forth In this Agreement.
Within 5 business days after the Disclosing Party's request,
the Receiving Party will Promptly either (at the Disclosing
Party's election) destroy or deliver to the Disclosing Party all
Confidential Information and materials furnished to the Re-
ceiving Party, and the Receiving Party agrees to provide a
written officer's certification of jfj()'� Tci�Jvinq Party's com-
pliance with the foregoing obligation.
a. Third Party Information Disclosure, The Disclosing
Party shall not communicate any information to the Receiv-
Ing Party in violation of the proprietary rights of any third
party.
10. War an
a. Limited Warranty, Yard! warrants that the Licensed
Programs will perform substantially as specified In the Li-
censed Programs Documentation, Yardl does not warrant
that the Licensed Programs will meet Client's requirements
and expectations.
b, Remedy for Limited Warranty Breach. If Yardi
breaches the warranty set forth In section 10(a) (Limited
Warranty), Yardl agrees to use commercially reasonable
efforts to modify the Licensed Programs so that they con-
form to that warranty. If such modification Is not commercial-
ly reasonable, then Yardl will notify Client and Client may
terminate this Agreement In the event Client terminates this
Agreement per this section 10(b) (Remedy for Limited War-
ranty Breach), Yardl will refund to Client, on a pro-rata basis,
the annual Fees paid by Client to Yardl within the year prior
to the effective date of CIIenVs termination. THE FORE-
GOING REMEDY IS CLIENT'S SOLE REMEDY IN THE
EVENT OF A BREACH OF THE WARRANTY SET FORTH
IN SECTION 10(a) (Limited Warranty).
d. Internet Performance Disclaimer, Yardi does not
and cannot control the flow of data via the Internet, Such
Dow depends in large part on the performance of Internet
services provided or controlled by third parties. At times,
actions or Inactions of such third parties can impair or disrupt
the Internet. Yardl will use commercially reasonable efforts to
remedy and avoid such events, but cannot guarantee that
such events will not occur, Accordingly, Yardl disclaims any
liability resulting from or relating to such events.
b. Liability Limit. IN ADDITION TO THE LIMITA-
TIONS OTHERWISE SET FORTH IN THIS AGREEMENT,
AND TO THE FULLEST EXTENT ALLOWED BY APPLI.
CABLE LAW, CLIENT AGREES THAT IN THE EVENT OF
ANY CLAIM OR CAUSE OF ACTION BY CLIENT ARISING
Client
Doto of Preparation: July 23, 2009 7:22 AM
I W4 ft M
a. Yardt's Ownership. Client agrees that, as between
Yard! and Client, Yardl is and shall remain the sole and ex-
clusive owner of all right, title and interest in and to the Lk
censed Programs, Deliverables, Site, and Licensed Pro-
grams Documentation, and to all intellectual property rights
in the foregoing. The only rights Client obtains in the Li-
censed Programs and Licensed Programs Documentation
are the licenses granted to Client In this Agreement,
b. Client's Ownership. Yardl agrees that, as between
Yardi and Client, Client Is and shall remain the sole and
exclusive owner of all right, title and Interest In and to Client
Data, subject to the License granted to Yard! for Client Data
use in section 8(a) (Client Data Storage).
13. WJgm&1ft_c_qJ1o_n-
a. Indemnity. Yard[ agrees to defend, indemnify and
hold Client harmless from and against any third party claims,
actions or demands alleging that Client's Use of the Li-
censed Programs, Licensed Programs Documentation, and
Deliverables In accordance with this Agreement's terms
Infringes on a third party's proprietary Information, trade-
mark, copyright, patent rights or intellectual property rights,
or misappropriates a third party's trade secrets.
b. Indemnity Conditions, Yardi's defense and indem-
nification obligation per this section 13(b) (Indemnity Condi-
tions) is conditioned upon the following: (1) Client providing
Yardi with prompt written notice of any claim for which in-
demnification is sought; (I!) Yardi having sole control of the
defense and settlement of such claim, provided, however,
that Client shall have the right to have any suit or proceeding
monitored by counsel of Client's choice and at its expense;
and (ill) Client's reasonable cooperation with Yardi in the
defense and settlement of the claim.
c. Injunction. If the Licensed Programs become the
subject of a patent, trademark, copyright, or trade secret
misappropriation or Infringement claim, and such claim re-
sults — or is reasonably likely to result — in an injunction
against Client's continued Use of the Licensed Programs,
Yardl will (1) replace or modify the Licensed Programs to
avoid the misappropriation/Infringement claim, (8) secure
Client's right to continue Use of the Licensed Programs, or
(111) if neither (1) or (11) Is commercially practicable, either party
may ten-ninate this Agreement upon written notice to the
other party,
14. EE9X1MMW]g_§1EyJM.
a. Programming Services, Yardl provides program-
ming services including, without limitation, database custo-
mizations, user Interface customizations, database reports,
database scripts and other programming services (collective-
ly, *Programming Services').
b. Programming Services Tsgrn mit, The Fees for Pro-
gramming Services, if Initially ordered, are set forth In Schein
clute A. Client will otherwise initiate Programming Service
requests by providing written notice of the desired services
to Yardi, and Yardi will advise Client of Yardi's availability
and schedule for performing the Programming Services,
Programming Services are subject to Client's written arcep-
tance, of'. (1) Yardi's schedule for meeting Client's Program-
ming Service request, and (11) Yardi's Fees for such Pro-
gramming Services.
c. Deliverable& License, Subject to Client's full pay-
ment of all Undisputed Fees related to Programming Servic-
es, Yardl grants to Client a non-exclusive, non transferable
(except as expressly provided In this Agreement), limited
license for Client's Designated Users to Use the Dellverables
in connection with their Use of the Licensed Programs,
a. Assignment Limitation, Except for the exceptions
specified In section 15(b) (the "Permitted Exceptions").
Client shall not (either directly or indirectly) assign, sell, con-
vey, pledge, or otherwise transfer this Agreement without
first obtaining Yardi's express written consent, which Yard!
shall not unreasonably withhold. Except for the Permitted
Exceptions, any attempted assignment made without Yardi's
prior express written consent Is vold and a material breach of
this Agreement,
b. Permitted Exceptions. Subject to the conditions
precedent set forth in this section 15(b) (Permitted Excep-
tions), Client may assign the Licensed Programs without
Yardi's prior consent and upon notice: (1) to a wholly owned
subsidiary, or (Ii) in connection with any merger, acquisition,
or reorganization involving Client. Any assignment Is subject
to the following conditions: (A) Client, or Client's successor,
continuing in the same type of business that Client was con-
ducting at the time of this AgreemenCs execution, and (B)
Client or Client's successor providing to Yardl a written rabfi-
cation and assumption of this Agreement (in a form reason-
ably satisfactory to Yardl) concurrent with the assignment.
16, Qw"Ljmjn.
a. Server Location. Yard! reserves the fight to locate
the servers and other equipment needed to provide the say
vices contemplated by this Agreement either at its facilities
or at the facilities of Independent service providers. Yardi
may change the location of the servers and other equipment
needed to provide the services under this Agreement at any
time during this Agreement's term; provided that any such
change of location shall not affect Yardi's obligations tinder
this Agreement and shall not Interrupt Client's access to the
Site, Client Data and the Licensed Programs.
17. MjdMo.
a. Mediation Request; Condition Precedent. In the
event of a dispute arising out of or related to this Agreement
which the parties are unable to resolve through direct nego-
tiation, either party may serve upon the other at Its principal
place of business a request for mediation, Neither party may
file an action against the other In any court, or Initiate any
other legal proceeding, unless and until the party seeking to
do so has first requested a mediation hearing and made a
good faith effort to complete the mediation process provided
In this Agreement.
Yardi Client
Con Ventlal
N, fl _fla__
011,-R, of Preparation: July 23, 2009 7:22 AM
b. Mediation Process. The parties will select a neutral,
independent mediator with experience In the relevant subject
matter by the rules of the office of the Judicial Arbitration and
Mediation Service (JAMS) closest to the mediation venue.
The parties shall conduct the mediation not less than 10 or
more than 20 days from the date the party requesting media-
don gives notice of the request for mediation to the other
party. The parties shall conduct the mediation In Santa Bar-
bara, California. The parties shall equally bear the mediation
costs.
c. Mediation Confidentiality. The parties shall main-
tain the mediation proceedings In confidence and shall not
disclose to third persons the statements made In mediation
by the other parties or the mediator. The mediation confiden-
tiality provisions of California Evidence Code sections 1115
— 1128 shall apply to the mediation proceedings.
d. Mediation Statements; Attendee Authority, At
least 6 days before the date of the mediation, each party
shall provide the mediator and the other party with a state-
ment of its position and copies of supporting documents.
Each party shad send to the mediation a person who ties
authority to bind the party.
e. Non-Binding, If a party participates In good faith in
a mediation and is dissatisfied with the outcome, that party
may then invoke all legal rights and remedies available to
the party at law or in equity.
18, - 21rnYPJ_?12A-1J=,
a, Independent Contractor Status. The parties agree
that they are Independent contractors and nothing in this
Agreement is intended to make the parties partners, agents,
joint venturers, or any other form of joint enterprise, or to
make the employees, agents, or representatives of one of
the parties into employees, agents, or representatives of the
other party. No party to this Agreement shall have any ex-
press or implied dght or authority to assume or create any
obligations on behalf of the other party or to bind the other
party to any contract, agr"ment, or undertaking with any
third party.
b. Governing Law. This Agreement shall be governed
and determined by the laws of the United States and the
State of California as such laws are applied to agreements
made and performed entirely within the State of California.
c. Venue. Any action or proceeding related to or arising
out of this Agreement shall be resolved only In a court of
competent jurisdiction in the City of Santa Barbara, State of
Cadfomia (or the court of competent jurisdiction closest to
the City of Santa Barbara, CA if no court of competent juris-
diction resides In the City of Santa Barbara, CA), and the
parties consent to the personal Jurisdiction of such courts
and expressly waive any right they may otherwise have to
cause any such action or proceeding to be brought or tried
elsewhere,
d. Injunctive Relief.
(1) The parties acknowledge and agree that, if
Accordingly, If Client breaches any provision of sections 2(a)
(Licenses), 2(b) (Restrictions), 9 (Confidentiality), or 15 (As-
signment) Yardi may seek specific performance of Client's
obligations under those sections and Injunctive relief against
any further violations of those sections.
(it) The parties acknowledge and agree that, If
Yardi breaches any of its obligations under section 9 (Confi-
dentiality) Client might Incur Irreparable harm and damage
that might not be fully compensated with monetary damages,
Accordingly, If Yardi breaches any provision of section 9
(Confidentiality) Client may seek specific performance of
Yardi's obligations under that section and Injunctive relief
against any further violations of that section,
a. Binding Effect This Agreement Is binding on and
inures to the benefit of the parties and their permitted as-
signs, successors, and legal representatives.
I. Notices.
(I) The parties shall deliver any notice required by
this Agreement by personal delivery, certified U.S. Mail re-
turn receipt requested, or established, reputable expedited
delivery carrier providing proof of dellvery service, and will
be deemed given upon confirmed delivery to the party to
whom It is Intended at Its record address. The record ad-
dresses of the parties are set forth below.
(!I) If to Client:
Attn: Linda Foster
HOUSING AUTHORITY OF THE CITY OF
SANTA ANA
PO Box 22030
Santa Ana, CA 92702
(id) If to Yardi:
Attn: Chief Operating Officer
YARDI SYSTEMS, INC.
430 S, Fairview Ave.
Goleta, CA 93117
V@b_LWSJ_LQ;
Attn: Legal Department
YARDI SYSTEMS, INC.
430 S. Fairview Ave.
Goleta, CA 93117
(iv) Either party may change Its record address by
giving written notice of such change to the other party.
9. Waiver. The waiver of a party's breach of this
Agreement shall not operate or be construed as a waiver of
any other or subsequent breach,
h. Severablilty. If a court or other body of competent
jurisdiction determines that any part of this Agreement is
unenforceable, the remainder of this Agreement shall never-
theless remain enforceable,
i. Headings. This Agreement's section headings and
captions are Inserted for convenience only and are not In-
tended to form a material part of this Agreement.
Uient breaches any of its obligations under sections 2(a)
(Licenses), 2(b) (Restrictions), 9 (Confidentiality) or 15 (As- j. Entire Agreement. This Agreement constitutes the
signment), Yard[ might Incur irreparable harm and damage final, complete, and exclusive statement of the agreement
that might not be fully rxurrpensatcrr with monetary damages. between the parties pertaining to this Agreement's subject
7
Yardi / Client
Cianttint,a,
(o of Prrtp9ratican: July 23,2009 7:22 AM
matter and supersedes all prior and contemporaneous un-
derstandings or agreements of the parties. No party has
b"n induced to enter into this Agreement by, nor is any
party relying on, any representation or warranty except those
inducements, representations and warranties expressly set
forth in this Agreement,
k. Non•Solicilt/Non•filre. The parties agree not to soli-
cit (other than a general solicitation to the public) the em-
ployment of, engage as an Independent contractor, or hire,
any employee of the other party while such person is an
employee of the other party and until such person has not
been an employee of the other party for 6 months.
L Modification. The parties may modify or amend this
Agreement by a writing signed by both parties.
m. Force Majoure. Neither party shall be liable tinder
this Agreement for failure or delay In performance caused by
a Force Majoure Event, If a Force Majours Event occurs,
the party affected shall use commercially reasonable efforts
to resume the performance excused by the Force Majoure
Event.
n. Signature: Counterparts. This Agreement Is not
binding on the parties until both parties have signed it and
have received a copy signed by the other party. However,
both signatures need not appear on the same copy of this
Agreement, so long as both signed copies have identical
contents. The parties may transmit signatures on this
Agreement by electronic transmission, which shall be bind-
ing upon the parties. Counterparts with original signatures
shall be provided to the other party within 6 days of electron-
ic transmission; however, the failure to provide the original
counterpart shall have no effect on this Agreement's enfor-
ceability or binding nature, If executed in counterparts, this
Agreement will be as effective as If simultaneously executed.
<Signature Page Follows>
\I- -
�v<Yardi Client
\
Co_nf_ldll_lal-
Dato� of Preparation: July 23, 2009 7:22 AM
HOUSING AUTHORITY OF THE CITY OF SANTA ANA ("Client")
'HIAJ, NELSUN
Executive Director
ATTEST:-
L
.�PATRIGIA E. H 5[-
V Secretary
APPROVED AS TO FORM:
Joseph W. Fletcher
General Counsel
HOUSING AOTHORI OF THE CITY OF SANTA ANA
Lisa st—Kon k
AssdInt C;oum"W
tY, ARDI SYSTEMS, INC. ( "Yard} ")
ay�
Print Name; _A �AILV\
Date:,
Tax 10 No.: 77-0049051
Rev. 111808
Y,,�Irdi Cliont
Date of Preparation: July 23, 2009 7:22 AM