HomeMy WebLinkAbout25F - AGMT FOR PD BACKGROUND SOFTWAREREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
JUNE 20, 2017
TITLE:
AGREEMENT WITH MILLER MENDEL, INC.
FOR POLICE DEPARTMENT
BACKGROUND SOFTWARE
{STRATEGIC PLAN NO.1, 1i}
CI MANAGER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
I_1»:16PL k
❑ As Recommended
❑ As Amended
❑ Ordinance on 1� Reading
❑ Ordinance on 2 n Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Authorize the City Manager and Clerk of the Council to execute the attached three-year
agreement with Miller Mendel, Inc. for the purchase of subscription entries and maintenance of
ESOPH software for the Police Department, for the period of June 21, 2017 through June 20,
2020, in the amount of $44,014.50, plus a $5,985.50 contingency for a total not to exceed in the
amount of $50,000, subject to non -substantive changes approved by the City Manager and City
Attorney.
DISCUSSION
The Santa Ana Police Department's Background Unit is responsible for conducting investigative
backgrounds to ensure the City hire individuals that will deliver public safety services to the
community with the utmost professionalism and integrity. During the process, personal
information on applicants is collected, reviewed and distributed. It is critical that a system is in
place that protects that information to ensure compliance with state and federal regulations.
Towards that end, the Department purchased ESOPH software last year that has proven to be
reliable system in every aspect. It also provides the Background Unit with increased efficiencies
in the application, processing and distribution of over 300 applicants each year. ESOPH is a
subscription based system, where entries (i.e. backgrounds) are purchased on an as needed
basis and includes data storage and support fees.
The three-year agreement will be for the period of June 21, 2017 through June 20, 2020, and
based on hiring goals, this subscription based software program is projected to cost
approximately $14,671.50 for year one, $14,671.50 for year two and $14,671.50 for year three
(includes entries, support and storage), plus a $5,985.50 total contingency for unanticipated
expenses or improvements. Over the course of this three year agreement, the total is not to
exceed $50,000.
STRATEGIC PLAN ALIGNMENT
Approval of this item supports the City's efforts to meet Goal #1 Community Safety, Strategy 1i —
Enhance public safety efforts by improving Arpgoyee retention efforts and actively seeking a
Agreement with ESOPH for Training Software
June 20, 2017
Page 2
STRATEGIC PLAN ALIGNMENT
Approval of this item supports the City's efforts to meet Goal #1 Community Safety, Strategy 1 i —
Enhance public safety efforts by improving our employee retention efforts and actively seeking a
diverse and talented pool of public safety candidates who possess the values and skills
consistent with organizational goals.
FISCAL IMPACT
Funds for this agreement will be budgeted in the Police Department's Backgrounds contract
services account (01114404 62300) for the following fiscal years:
FY 2017-18 $14,671.50
FY 2018-19 $14,671.50
FY 2019-20 $20,657.00
Total $50,000.00
Ji Schnabl
Acting Chief of Police
Santa Ana Police Department
Exhibit: Agreement with Miller Mendel, Inc.
APPROVED AS TO FUNDS AND ACCOUNTS:
1�1�1.
Francisco Gutierrez
Executive Director
Finance and Management Services Agency
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INc.
MASTER SOFTWARE LICENSE AND SERVICES AGREEMENT
This Master Software License and Services Agreement (this "Agreement") is made and entered into on
June 21, 2017 ("Effective Date") between Miller Mendel, Inc., a Washington corporation with an address at
1425 Broadway, #430, Seattle, WA 98122 ("MMI"), and the City of Santa Ana, by and through the Santa Ana
Police Department, with an address at 60 Civic Center Plaza, Santa Ana, CA 92701 ("CIrentf). MMI and Client
may each be referred to individually as a "Party" or collectively as the "Parties,"
BACRGROUND
A. MMT is a technology company with a principal market in offering software -as -a -service solutions
to governmental and private entities;
B. Client desires to license and use MMPs software system ]mown as the "eSOPH" or "electronic
Statement Of Personal History." The eSOPH System (defined below) is a web -based software system designed
and developed to assist with pre-employment background investigations. The eSOPH System allows Client to
manage pre-employment background investigations of persons who apply for employment with Client.
C. MMI is willing to allow Client and its Applicants to use the eSOPH System in accordance with
the terms and conditions of this Agreement.
NOW, THEREFORE, in consideration of the mutual promises and covenants herein contained, the
Parties, each intending to be legally bound hereby, do promise and agree as follows:
AGRERbIENT
1. DEFINITIONS. Except for the terms defined below, all initially capitalized terms used, in this Agreement
will have the meanings described within the text of this Agreement. As used herein, the following terms have the
following defined meanings:
1.1 10Applicant° means a registered end-user that accesses the cSOPH System at the request of a
Client to input or upload data or documents for the purpose of Client's management of one or more pre-
employment baolcground investigations.
1.3 "Applicant Data" means any data transmitted by Applicant to the eSOPH System.
1.4 "Authorized User" means any user, excluding Applicant(s), who accesses the eSOPH System on
behalf of Client and meets the criteria set forth in Section 2.2.
1.5 "Client' means the entity stated in the first paragraph at the top of this page, licensed to use the
eSOPH System in accordance with the terms and conditions of this Agreement.
1.6 "Client Data" means all data and other information uploaded or transmitted to or keyed into the
eSOPH System by Client or an Applicant.
1.7 "Client Specific Terins" means the teens and conditions specific to Client attached hereto as
Exhibit A.
1.8 "Entry" has the meaning ascribed to it in Section 2.3.2.
1.9 "eSOPHSysteni" means MMI's "electronic Statement Of Personal History" web -based software
system designed and developed to assist with pre-employment background investigations, and all related
Software. The eSOP14 System allows MMI's clients to manage pre-employment background investigations of
persons who apply for employment and volunteer positions with Client.
MASTER SOFTWARE LICCNSE & SERvicEs AGREEiYFENT
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MILLER MENDEL, INC.
1.10 "Intellectual Property Rights" means all intellectual property rights throughout the world,
whether existing under intellectual property, unfair competition or trade secret laws, or under statute or at common
law or equity, including but not limited to: (i) copyrights, trade secrets, trademarks, trade names, patents,
inventions, designs, logos and trade dress, "moral rights," mask works, rights of personality, publicity or privacy,
and any other intellectual property and proprietary rights; and (ii) any registration, application or right to apply
for any of the rights referred to in this clause; and (iii) any and all renewals, extensions and restorations thereof,
now or hereafter in force and effect.
1.11 "Initial Contract Term" means the period of time commencing on the Setup Date and expiring
after the number of License Terms described as the "Contract Tenn" stated in Exhibit A. For example, if Exhibit
A specifies a contract tern of three (3) years, then the Initial Contract Tenn would expire on the third anniversary
of the Setup Date (which would also be the same day that the third (aro) License Term expires).
1.12 "License Ternt" means the agreed period during which this Agreement is in effect determined as
follows. The Initial Contract Term shall commence on the Setup Date and expire on the third anniversary thereof.
Each successive renewal period thereafter shall be referred to herein as a "Renewal Term". The Initial Contract
Term and/or any Renewal Terms shall define a "License Term".
1.13 "Primary Administrative User" means an Authorized User of Client's choosing who is
authorized to grant initial eSOPH System login and password credentials to another Authorized User to access
and rise the eSOPH System and either (a) has completed an initial training session provided by MMI on or around
the Setup Date or (b) is a successor designated by Client and qualifies in accordance with Section 2.6.
1.14 "Renewal Term" has the meaning given to it in Section 4.2.
1.15 "Security Incident" means an Im urthorized third party gaining access to Client Data in MMI's
storage, possession, or care if it was accessed in unencrypted readable form and either (a) it creates a substantial
risk of harm to Client or any individual(s) or (b) applicable law requires notification to individuals' whose personal
information was accessed.
1..16 "Services" means, collectively, the provision of the eSOPH System in accordance with the SLA,
related professional services, and any other services to be provided by MMI to Client pursuant to this Agreement.
1.17 "Service Level Agreement" or "SLA" means the service level obligations of MMI, and any
requirements of Client, related to the access, use, operation, availability and maintenance of the eSOPH System,
as set forth in the attached Exhibit B.
1.18 "Setup Date" means the day of activation and setup of Client's access to the eSOPH System,
which will occur on the first day of training unless otherwise provided in Exhibit A.
1.19 "Software" means the eSOPH System, related proprietary software owned by MMI, and any
third -party software required to operate the eSOPH System, all in machine readable, object code form, together
with all enhancements, modifications, corrections and amendments thereto,
2. eSOPH SYSTEM LICENSE
2.1 License Grant. MMI hereby grants to Client a revocable, limited license to access and use the
eSOPH System commencing on the Setup Date and for the remainder of the Term in accordance with the terns
and conditions of this Agreement. MMI will provide the eSOPH System to Client in accordance with the Service
Level Agreement attached hereto as Exhibit B, as may be updated from time to time by MMI.
2.2 Authorized User Designation. Client shall designate all current Primary Achninistrative Users
of the eSOPH System on the attached Exhibit A. A current Primary Administrative User way grant access to
additional Authorized Users. Client shall ensure its Authorized Users' compliance with the terms of this
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Agreement, and Client assumes and accepts all responsibility and all liability for each of Client's Authorized
Users, and any user whom the Client, or Client's Authorized Users, grants eSOPH System access, including all
their acts or omissions while accessing and using the eSOPH System and/or any information obtained through
such access and use.
2.3 Set -Up and Use of the eSOPH System.
2.3.1 Upon execution of this Agreement by both parties and MMI's receipt of a purchase order
issued by Client, MMI will work with Client to establish Client's account on the eSOPH System and provide in-
person setup and training for Client's access and use of the eSOPH System. Client specific set-up Services may
be described in the Client Specific Terms attached hereto as Exhibit A,
2.3.2 For each Applicant, an Authorized User (with appropriate permission levels sot in the
eSOPH System), must create an entry method into the eSOPH System for the Applicant. One method is by entering
the Applicant's legal name and other identifying information into the eSOPH System. This is considered an
"Entry." An Authorized User, may then grant access to the eSOPH System to the Applicant, who may use it to
submit information to assist Client in executing its background investigation of such Applicant. The second entry
method is for an Authorized User, to create an access code within the eSOPH System. The access code, if given
out to Applicants, will allow those Applicants with the access code to access the system with no further data entry
by any Authorized User. The Applicant(s) then has/have access to the eSOPH System to submit information to
assist Client in executing its background investigation of such Applicant(s). Each Applicant who accesses the
system via the access code option will also be considered an "Entry". Any Authorized Users may access and use
the eSOPH System for the propose of adding information, and accessing and reviewing information submitted by
Applicant(s). Any Authorized User, including Applicants, must be capable of entering into legally binding
agreements.
2.3.3 If Client desires to have Users under the age of 18 access and use the eSOPH System,
Client will have qualified legal counsel draft a release agreement to be executed by the minor's legal guardian(s),
prior to the minor's access to the eSOPH System. The release must include a language legally sufficient to hold
MMI harmless and release MMI of all liability. Client agrees it is solely responsible, and will retain all executed
release agreements, and will provide MMI a fully legible copy of the requested release agreement(s), if so
requested by MMI, within five calendar days of MMI's request. Client is solely responsible for researching and
complying with all laws regarding a minor's access to and use of the eSOPH System, Client agrees to defend,
indemnify and hold MMI harmless from all claims and damages relating to a minor's use of the eSOPH system.
2.4 Restrictions on Use.
2.4.1 Except as expressly permitted below, Client (including its Authorized Users) is strictly
forbidden from entering at any time fictitious data (e.g., names, social security numbers, addresses, phone numbers
or other data) into the eSOPH System for "testing," "training," or any other purpose. MMI reserves the right to
invoice Client at MMI's hourly rate stated in Exhibit A, for the removal of any fictitious data entered by any
Authorized User. MMT will provide to Client a "false" applicant name and the other information necessary to
conduct training and testing with its Authorized Users, at Client's request. MMI will remove the "false" applicant
from the eSOPH System, after requested by Client, at completion of Client's testing or training.
2A.2 Client may use the eSOPH System only to aid in pre-employment background
investigations for those Applicants who have applied for employment or a volunteer position within the Client's
specific government agency (e.g,, state government, township, county, city, and village). Client may not use the
eSOPPI System on behalf of other government agencies or entities. MMI reserves the right to invoice Client all
fees equivalent to if the other entity were a direct Client of MMI. Client agrees to pay the fees in accordance with
Section 3 of this MSLA.
2.5 Acknowledgment of Ownership and Limited License Rights.
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2.5.1 As between MMI and Client, MMI is the sole and exclusive owner of the eSOPH System
(including all updates), Documentation, and all Intellectual Property Rights associated therewith. The eSOPH
System is licensed not sold, to Client. Client shall have only the rights specifically granted by MMI under this
Agreement, No additional rights are granted or may be inferred, Client shall not: (i) make any modifications to
any portion of the eSOPH System, to which it is not intended to have access, via the user interface; (ii) attempt to
reverse engineer., disassemble, reverse translate, decompile, decode or copy any portion of the eSOPH System;
(iii) remove any patent, trademark, service mark or copyright notices which MMT places on the eSOPH System;
or (iv) take any other actions inconsistent with the limited rights granted by this Agreement.
2.5.2 Client shall immediately notify MMI of any activity to which it becomes aware which
may constitute infringement or attempted infringement of MMI's rights in and to the eSOPH System, including
violations of intellectual property law(s). Client shall provide MMI with all reasonable assistance necessary or
desirable for MMI to protect any of its rights, including without limitation its Intellectual Property Rights, in
connection with the eSOPH System and agrees, upon written request from MMI, to furnish any and all records
and information regarding the party suspected of 4iftingement.
2.6 Primary Administrative Users. Client must designate atleast one Primary Administrative Users
in writing to MMT, and Client may designate an additional number of Primary Administrative Users to be active
at a time for a fee, as set forth in Exhibit A. Per the SLA attached hereto as Exhibit B, Primary Administrative
Users are the only representatives of Client authorized to submit support requests to MMI, and they are responsible
for troubleshooting all Authorized User and Applicant issues prior to submitting support requests to MMI. Client
is responsible for maintaining a current and accurate list of the designated Primary Administrative User(s) with
MMI, and must notify MMI wither 48 hours of any change in a Primary Administrative User. Client shall be
responsible for training replacements for any of Client's designated Primary Administrative User positions. If
Client requests MMI provide replacement training, such training shall be provided at the rates for training set forth
in Exhibit A. Per the SLA attached hereto as Exhibit iB, Client shall pay MMI's then standard hourly rate for
support and assistance provided to Primary Administrative User's necessitated from Client's failure to designate
a properly trained person for a Primary Administrative User position.
2.7 System Updates. The eSOPH System may be updated on an as -needed basis by MMI or MiIMI
contracted service providers. Client may need to update its Internet browsers, connections, Internet service, and
some hardware from time to time to permit ongoing compatibility with the eSOPH System, MMT will make every
effort to assure uptime in accordance with the Service Level Agreement (SLA) attached hereto as Exhibit B.
2.8 Sample Forms. The scope, content, format and other details of information and materials
requested from Applicants through eSOPH as well as the forms, fields, and questionnaires used to collect such
information are within the exclusive control of Client and its Authorized Users. Any default or sample fields,
forms, or questionnaires provided or pre -loaded on the eSOPH System ("Sample Forms") are provided by MMI
"as is" with no warranty of any kind, express or implied. If Client uses such Sample Forms, Client does so at
Client's own risk, and Client is solely responsible for evaluating such Sample Forms' suitability for Client's
purposes and making any necessary or appropriate changes, including without limitation changes required for
compliance with laws and regulations that apply to Client.
3. FEES AND PAYMENT.
3.1 License Fees. Client will pay to MMI the set-up fee and periodic license fees set forth in the
"Client Specific Terms" attached to this Agreement at Exhibit A. All payments made to MMI by Client will be
in USD. The total value of this contract for the three year period shall not exceed $50,000.00 USD.
3.2 Invoices. Invoices shall be issued in accordance with the payment due dates set forth this
Agreement and Exhibit A. All taxes, pre -approved expenses and other charges, if applicable, will be listed on the
invoice as a separate item. The Parties agree the terms and conditions of this Agreement will supersede any
conflicting or additional terms set forth in any purchase order documents or invoice. Unless otherwise provided
MASTER SOFTWARE LICENSE do SEnvicEs A.GREEN6NT PAGE 4 or 20
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in this Agreement or Exhibit A, Client will pay all undisputed invoices related to this Agreement within thirty
(30) days of the date of receipt thereof.
3.3 Disputes. Client will notify MMI of any disputed charges, in writing, within 15 days from the
date of invoice. Any dispute must be reasonable given the terms of this Agreement. The written dispute will
include the reason for the dispute and cite all term(s) of the Agreement that validates Client's cause. for dispute.
MMI and Client will attempt in good faith to resolve any dispute. If the Parties agree Client will pay any disputed
amounts, MMI will re -invoice that amount and Client will pay all such amounts to MMI upon receipt of the
invoice.
3.4 Interest on past due amounts. MMI may charge interest on any overdue invoices in the amount
of 18% per annum or the maximum amount permitted by applicable law, whichever is less. Client shall also pay
or arrange exemption from any taxes, charges, or other fees imposed on its use of the eSOPH System (other than
taxes on MMI's income), including any applicable sales and/or use tax. If Client is a government agency and
represents it is exempt from state or local sales or use tax, and it's later determined Client is not exempt from such
tax, Client is be responsible for paying or reimbursing MMI for all outstanding sales or use tax, including any
penalties and interest.
3.5 Failure to Pay, If Client fails to pay any undisputed sums when due, MMI may, in its sole
discretion: (a) cease to perform any and all of its obligations under this Agreement; (b) if applicable, suspend or
terminate any and all of Client's access to the eSOPH System, including access of its Authorized Users and
Applicants, in whole or in part; and/or (c) exercise other remedies available to MMI.
4. TERM AND TERMINATION
4.1 Term. The term of this Agreement (the "Term") will commence as of the Effective Date and will
continue until expiration on June 20, 2020, subject to earlier termination in accordance with Section 4.3.
4.2 Renewal. At MMI's sole discretion, Client may renew this Agreement for additional periods
(each, a "Renewal Term") by delivering written notice to MMI of Client's desire to renew. Fees and pricing for
a Renewal Term shall be at MMI's then -standard rates.
4,3 Termination.
4.3.1 If. this Agreement is not renewed in accordance with Section 42, it shall automatically
terminate upon expiration of the then current Initial Contract Term or Renewal Tenn, as the case may be.
4.3.2 Either party may terminate this Agreement prior to its expiration without cause upon
thirty (30) days prior written notice to the other party.
(a) If Client terminates this Agreement prior to expiration of the Initial Contract
Tern or the then -current Renewal Term without cause, all fees for the remainder of the Initial Contract Tema or
then -current Renewal Term shall become due and payable, and Client shall pay all such fees in addition to any
balance already outstanding within thirty (30) days after termination.
(b) If NMI terminates this Agreement prior to expiration of the Initial Contract Term
or the then -current Renewal Term without cause, MMI will issue Client a refund for up to 25% of the remaining
Entries, minus any outstanding charges owed by Client, MMI does not issue refunds in greater amounts, or for
other circumstances, due to the upfront expenses MMI sustains from continuous maintenance of the eSOPH
System.
4.3.3 MMI may terminate this Agreement immediately with cause upon any breach by Client
of Section 2.4 (Restrictions oil Use), or Section 2.5 (Acknowledgement of Limited Rights); or if Client or any of
its Authorized Users violates MMI's Intellectual Property Rights.
MASTER SOFTWARE LICENSE & SERVICES AGREEMENT PAGE 5 OF 20
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4.3.4 Either Party may terminate this Agreement with cause upon thirty (3 0) days written notice
to the other Party in the event the other Party: (a) becomes insolvent; (b) makes an assignment for the benefit of
creditors; (c) files a voluntary bankruptcy petition; (d) acquiesces to any involuntary banlctuptcy petition; (e) is
adjudicated bankrupt; (f) ceases to do business; (g) or other reason amounting to any violation of law connected
to the use of the eSOPH System.
4.3.5 Without limiting the Parties respective rights in Sections 4.3.3 and 4.3.4 above, either
Party may terminate this Agreement with cause in the event that the other Party breaches this Agreement and the
breaching Party does not cure such breach within thirty (30) days after receiving written notice from the non -
breaching Party. I£ either Party gives notice to the other for substantially the same breach three (3) times during
a twelve (12) month period, the non -breaching Party may terminate this Agreement immediately with cause upon
receipt of the third notice by the breaching Party.
4.3.6 A Party's termination of this Agreement under this Section 4.3 does not limit either Party
from seeking other appropriate legal remedy for any breach.
4.4 Effect of Termination. In the event of termination hereunder, MMI will not issue any refunds to
Client for payments made pursuant to Section 3 of this Agreement, and Client is responsible for paying in full all
undisputed invoices upon termination. Client may continue to access the information for previously entered
Applicants in the eSOPH System for a period of thirty (30) calendar days. MMI reserves the right to charge for
data storage fees for storage of Client's Data after termination, provided Client requests MMI retain the data on
the cSOPH System. The amount billed for data storage shall be consistent with the amount(s) listed in Exhibit A.
If Client does not pay any such data storage fee(s) within thirty (30) days after each due date set by MMI, MMI
may, at MMI's sole discretion, permanently delete Client's Data, revolce Client's access to the eSOPH System, or
both. Except as set forth in Section 4.3,2(b) above in the event MMI terminates without cause, Client shall have
no right to a refund upon termination. Upon termination, MMI will not issue any refimds to Client for payments
made pursuant to Section 3 of this Agreement, unless the reason for termination is an independent, sole act of
MMI and also without cause.
4.5 Survival. Where the context, nature, or express terms of any provision indicates intent that it
shall survive termination or expiration of this Agreement, then it shall survive the same, including without
Iimitation Sections 1, 2.4, 2.5, 3-7, and 10-12.
5. DATA ACCESS, CONFIDENTIALITY AND SECURITY
5.1 Authorized User Access Only. Client is responsible for all use of its Authorized Users accounts
on the eSOPH System. Client shall ensure that its Authorized User(s) properly control and limit access to the
eSOPH System to Client's appropriate Authorized Users, and that Client's Authorized Users properly protect their
logins, passwords and all other login credentials to prevent unauthorized access and misuse of Client Data,
Applicant Data and any other information that may be accessed through the eSOPH System. Client is responsible
for its own policy regarding Authorized Users changing their passwords, minimum password complexity
requirements beyond what is requiredby the eSOPH System, andwhich computer terminals may be used to access
the eSOPH System by its Authorized Users, including any unattended devices or computers logged into the
eSOPH System. Client shall ensure any previous Authorized User who no longer has a valid purpose to access
the cSOPH System will have their eSOPFI System login credentials disabled within the eSOPH System, without
delay. Former Authorized Users who separate from their relationship with Client shall have their login credentials
immediately disabled, without delay, by Client. Client will ensure that each Authorized User has unique login
credentials; an Authorized User may not share or disclose its login credentials to any other person, even if such
other person is also an Authorized User.
5.2 Two -Factor Authentication. Client acknowledges the eSOPH System offers optional two -factor
authentication using Google Authenticator, This service is automatically available to those Clients who desire a
two -factor frontend login process,
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5.3 Client's Sharing of Applicant Data. The eSOPH System allows Client to externally share
Applicant data and other information about Applicants from the eSOPH System. If Client or its Authorized
User(s) share Applicant Data or other information about an Applicant with a third party, Client must: (i) possess
valid, signed authorization from each Applicant whose Applicant Data or information is to be shared, legally
adequate to authorize Client to share such Applicant Data or information, (ii) refrain from violating any law,
policy, term or rule by sharing, transmitting or otherwise disclosing such Applicant Data or information, and (iii)
keep the Applicant Data and information secure and private in accordance with any and all applicable privacy
laws, and other legal requirement(s) and obligation(s).
5.4 MMI's Sharing of Basic Applicant Data. Client aclanowledges and understands a valuable part
of the eSOPH System is the ability for Client to see if an Applicant has been entered into the eSOPH System by
other MMI client(s). If Client enters an Applicant into the eSOPH System, the eSOPH System will disclose if any
other MMI client has previously entered the same Applicant into the eSOPH System. `Basic Applicant Data"
information produced to other MMI clients is limited to: Agency/entity name, position applied for, entered date,
and closed date. The eSOPH System will also display the point of contact for any other agency(s) who have
previously entered the Applicant into the eSOPH System. If Client purges their backgrounds from the cSOPH
System, the Basic Applicant Data (as defined in this section) will remain on the eSOPH System and be visible to
other MMI clients. Further information regarding another agency's entry of an Applicant, mast be gained through
that agency's permission and their own internal process(es).
5.5 Security Incident. In the event MMI learns of a Security Incident, MMI will make every effort
to notify Client within 24 -hours of learning of the breach. Notification will be made to the Client's Primary
Administrative User or representative listed in Exhibit A to this Agreement, via telephone, and also email,
Notifications will only be made when an actual Security Incident has occurred; if the data is encrypted, by industry
standards, no Security Incident is considered to have occurred and no notification will be made. At the request of
Client, and with Client's cooperation and assistance, MMI will work together with law enforcement and other
personnel in connection with the unauthorized access into the eSOPH System. MMI takes the privacy and security
of data seriously, and uses reasonable administrative, technical, and physical safeguards to protect the
confidentiality and security of all Client Data. Clients are encouraged to review MMPs eSOPH Security
Overview, which is updated as needed by MMI from time to time and is available upon request.
5.6 Ownership of Client Data. Client owns all Client Data entered into the eSOPH System by its
Authorized Users and its Applicants, including Applicant Data entered in response to the Client's request for
information to process an Applicant's background investigation.
5.7 Post -Termination Retention of Data. Without limiting Client's rights to Client Data and
Applicant Data hereunder, MMI may retain and store the following data during and after the teen of this
Agreement: Applicant name, Applicant telephone number, Applicant mailing address, Applicant email address,
Applicant year of birth, date the Applicant was entered into the eSOPH System, Applicant's background
investigation close date, position Applicant has applied for with Client, and the legal agreements (e.g., MMPs
Electronic Signature Agreement, Terms of Use and Privacy Policy) related to any Authorized User's or
Applicant's use of the oSOPH System. NIMI may retain such information and use it to comply with applicable
law and the eSOPH System Terms of Use and Privacy Policy and for the purposes described in Section 5.4. Other
than as stated in this Agreement, MMI will not use such information for other purpose.
5.8 Confidential Information. In performance of this Agreement, the Parties may directly or
indirectly disclose to each other confidential information, proprietary information, or confidential data
("Confidential Information"). "Confidential Information" shall include any data and/or information that is
identified by either Party as confidential (either orally or in writing) or is of such a nature that a reasonable person
would understand such information to be confidential, including, but not limited to, (a) trade secrets or
confidential business information of either Patty, including without limitation information about such Party's
technology, financial information, and plans; and (b) personal information of employees, Applicants, and
Authorized Users, including but not limited to, images, names, addresses, Social Security numbers, e-mail
MASTER SOETwARE LICENSE & SERvICEs AGREEIVIR, NT PAGE 7 or, 20
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addresses, telephone numbers, financial profiles, credit card information, driver's license numbers, medical data,
law enforcement records, educational records or other information identifiable to a specific individual that relates
to any of these types of information ("Personally Identifiable Information" or "PIP').
5.9 Exclusions from Confidential Information. Notwithstanding the foregoing, Confidential
Information shall not include information the receiving Party can prove by clear and convincing written
contemporaneous evidence is: (1) publicly known through no fault or negligence of the receiving Party; (2)
rightfully possessed by the receiving Party prior to disclosure by the disclosing Party; (3) rightfully obtained by
the receiving Party from a third -party in lawful possession of such Confidential Information without obligation of
confidentiality; (4) independently developed by the receiving Party without reference to or use of the disclosing
Party's Confidential Information.
5.10 Restrictions on Use and Disclosure. Each party shall not use the other party's Confidential
Information for any purpose other than performance of its obligations and exercise of its rights under this
Agreement. Furthermore, each party shall not disclose the other party's Confidential Information to any third
party except to such party's employees, contractors, and other representatives who (a) have a bona fide need to
know such Confidential Inforuation for purposes of performing this Agreement, (b) have been informed of the
confidential nature of such information, and (c) have agreed in writing or are otherwise legally bound not to use
or further disclose such information except as permitted by this Agreement.
5.11 Disclosure Required by Law. Notwithstanding the foregoing, Confidential Information may be
disclosed by a receiving Party to the extent required to be disclosed by public disclosure law or a court order,
subpoena, or similar legal requirement; or necessary to disclose to prevent severe physical injury to or loss of life
of an individual; provided, however that the receiving Party shall notify the disclosing Party prior to such required
disclosure promptly and sufficiently in advance to permit the receiving Party to contest or limit such required
disclosure, including without limitation redaction of trade secret information prior disclosure.
5.12 Public Records Request. MMI acknowledges that Client, as a public entity, is at all times subject
to the state public records act, as now existing or as amended. If Client receives a public records request for all or
any portion of this Agreement, including any documents or materials provided to Client under this Agreement,
generally such information will be a public record andmust be disclosed to the public records requester.
5.13 Storage and Encryption. During the Term of this Agreement, MMI will store and maintain
Client Data and Applicant Data for use and access by Client and its Authorized Users under the terms of this
Agreement and the SLA. MMT will ensure industry standard data encryption methods are in place for storage of
Client Data and Applicant Data. The encryption shall meet or exceed HIPAA, and CES standards, as well as any
other standards stated in MMI's eSOPH Security Overview documentation.
5.14 Backups. MMI shall record snapshot copies of Client Data hourly during the Term and shall
record full backup copies of Client Data once per week. Backup copies are stored on both MMI's production
server, to enable a quick restore if necessary, and remotely within Amazon Web Services CrovCloud (US). Backup
records that are older than one calendar week are automatically purged from MMPs production server. At least
three months of backup copies are stored remotely and are automatically purged after three months. MMI uses
proprietary software to monitor the automated tasks of Microsoft SQL.
5.15 Payment Card Data, If Client will request or have access to credit card information, Client
represents that it is presently in compliance with, and will remahi in compliance with, an approved version of the
Payment Card Industry Data Security Standard, developed and published jointly by American Express, Discover
Financial Services, JCB, MasterCard Worldwide and Visa International ("Card Issuers") or the PCI Security
Standards Council (the "Council"), as applicable, for protecting individual numbers used to identify credit and
debit card accounts and other personally identifiable information relating to the use of such credit and debit card
accounts ("Cardholder Information"), as the same may be amended, updated, replaced or augmented by the
Card Issuers and the Council (the "PCI Standard"). Client acknowledges that it may, in connection with
performing its duties in accordance with this Agreement, have access to, or be provided, Cardholder Information.
MASTER SovrwARC LICENSE & SERVICES AGREEMENT PACE 8 Or 20
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Client may not commit any act or omission that causes MMI to violate the PCI Standard or to be fined, sanctioned
or penalized by Card Issuers, the Council or any third party for the failure to properly protect, secure, maintain,
use and store Cardholder htformation. Client further acknowledges and agrees that, as between Client and MMI,
all Cardholder Information is, and will remain, controlled by and the responsibility of Client. Client further
acknowledges and agrees that Client is solely responsible for the security of Cardholder Information that it
possesses or controls.
5.16 Acts or Omissions of Client. MMI shall have no responsibility or liability with respect to, and
Client shall solely be responsible and liable for, any Security Incident and any loss, expense, damage, cost, or
liability associated therewith, to the extent caused by or resulting from any act or omission of Client or Client's
Authorized Users, employees, contractors (excluding MMI), or agents, including without limitation: (a) their loss
of control of any device; (b) their failure to maintain the confidentiality of their log -in credentials; (c) their
transmission of data via methods that are not secure; (d) any vulnerability in their environment, systems, hardware,
software, or physical or administrative security safeguards or procedures; (e) their use of the eSOPH Platform in
violation of this Agreement or any Documentation; (f) their failure to obtain adequate release(s), waiver(s), or
legally or contractually required consent; (g) Client's failure to maintain hardware and software that are
compatible with any updated or security patches released and implemented by MMI; or (h) Client's declining to
implement two -factor authentication as described in Section 5,2,
6. REPRESENTATIONS AND WARRANTIES.
6,1 Client represents and warrants that:
6,1.1 Client has full right, power and authority to enter into and perform its obligations
according to the terms of this Agreement;
6.1.2 To Client's knowledge, the Client Data does not and will not infr7nge or misappropriate
any copyright, patent, trade secret, trademark, or other proprietary right held by any third -party and is 'free of any
lien, claim, security interest or encumbrance; and
6.1.3 , Neither Client nor any of its employees has received, offered or provided, nor will it
receive, offer or provide, directly or indirectly, any gift, gratuity, favor, entertainment, loan or other thing of
monetary value to any employee or agent of MMI as an inducement to do business with MMI. Client further
warrants its Authorized Users have not, and will not engage in any collusion with any other potential supplier to
secure this Agreement.
6.2 MMI represents and warrants that:
6.2.1 MMT has full right, power and authority to enter into and perform its obligations
according to the terms of this Agreement;
6.2.2 To MMI's knowledge, the Software complies with all applicable national, state, and local.
laws and regulations and, to MMI's knowledge, does not contain any material that infringes, violates, or
misappropriates the Intellectual Property Rights of any third patty, and (ii) to the extent the Software contains any
materials subject to third party rights, MMI has obtained any and all necessary clearances, releases, approvals,
licenses, or consents from third parties and made any and all required payments to third parties (including without
limitation to unions or guilds) so that Client and its Authorized Users can exercise the rights and licenses
authorized under this Agreement;
6.2.3 For the Tenn of this Agreement, the eSOPH System will operate substantially in
conformance with any written specifications contained in any Documentation and in this Agreement, including
the Service Level Agreement attached hereto at Exhibit D, MMI's sole obligation to Client and Client's sole
remedy under this warranty is to correct the eSOPH System so it will perforin within any represented
specifications or refund the related license fee, whole or in part. This warranty is void if any unauthorized
modifications are made to the eSOPH System or if the eSOPH System is not used in compliance with the terms
of this Agreement; and
MASTER SorrwARE LICENSE & SERVICES AGREEMENT PAGE 9 Or 20
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25F-11
6.2.4 Except for the limited warranty provided in this Agreement, the eSOPH System and any
other MMI products and services are provided "As Is" and MMI disclaims all warranties, express or implied, that
may arise either by the Parties' agreements or by operation of law, including without limitation any warranty of
merchantability or fitness for a particular purpose. MMT does not warrant the operation of the cSOPH System
shall be error or "bug" free or that the eSOPH System will meet the requirements or expectations of Client, its
Authorized Users or Applicants,
7. LIMITATION OF LIABILITY, IN NO EVENT WILL EITHER PARTY BE LIABLE TO THE
OTHER PARTY OR ANY OTHER PERSON FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL,
SPECIAL, PUNITIVE OR EXEMPLARY DAMAGES, INCLUDING LOSS OF PROFITS, REVENUE, DATA,
OR USE, INCURRED BY EITHER PARTY OR, ANY OTHER PERSON IN ANY WAY RELATED TO TIIE
AGREEMENT, THE PERFORMANCE OF ANY WORD. PURSUANT TO THIS AGREEMENT, OR USE OF
ANY SYSTEM, WHETHER IN AN ACTION IN CONTRACT, BREACH OF WARRANTY OR TORT, EVEN
IF THE OTHER PARTY OR ANY OTIiER PERSON HAS BEEN ADVISED OF, OR COULD HAVE
REASONABLY FORESEEN, TIIE POSSIBILITY OF SUCH DAMAGES.
Each Party shall be solely liable for third party claims arising from any willful or negligent act or failures
to act, or the errors or omissions, of the Party's owners, officers, employees, agents or contractors. Neither Party
shall be liable to the other Party for any claim by a third party, by contribution or otherwise, except to the extent
of the respective Party's relative negligence with respect to the claim(s), whether by act or omission.
S. NOTIFICATION Or, THIRD PARTY ACTION OR CLAIM. Client shall notify MMI of any third
party lawsuit, action, and proceeding or claim brought or threatened by a third party against Client or its employee,
subcontractor, or other representative or agent based in part on Client's or an Applicant's use of the eSOPH
System, including without limitation (a) claims regarding privacy, security, collection, use, processing, or
disclosure of Client Data collected through or stored by the eSOPH System, (b) and claims where it is reasonably
likely that MMI will be named as a party or witness.
9. CORRECTIVE ACTIONS. If all or any part of the Software is held, or MMI determines that it could
be held, to infringe, wrongfully use or misappropriate any third -party intellectual property -.right, MMI at no cost
to Client: (a) will procure for Client the right to continue using the eSOPH System in accordance with its rights
under this Agreement; (b) replace the item with a substantially equivalent item that does not infringe, wrongfully
use or misappropriate any third -party intellectual property rights; or (c) modify the item (without material loss of
functionality) so that it no longer infringes, wrongfully uses or misappropriates any third -party intellectual
property right. If MMI is unable to successflilly accomplish any of the actions described above after using its
commercially reasonable best efforts to accomplish each of them in a timely manner, then MMI will refund to
Client a pro -rated amount of the license fees paid by Client hereunder in connection with the unused portion of its
licensed tights to the eSOPH System under this Agreement. The remedies set forth in this Section 9 are client's
sole and exclusive remedy and MMI's sole obligation with respect to breach of the warranty contained in Section
6.2.2.
10, INSURANCE.
10.1 Throughout the Tenn MMI, at its sole expense, will carry and maintain: (a) Commercial General
Liability Insurance in the amount not less than $1,000,000 combined single limit per occurrence, $2,000,000
aggregate; (b) Stop Gap/Employer's Liability Insurance in the amount not less than $ 1,000,000 per incident; (c)
Professional Liability Insurance in the amount not less than $1,000,000 per claim and in the aggregate; and (d)
"Cyber" Insurance in the amount not less than $1,000,000 combined single limit occurrence, $2,000,000
aggregate, MMI will have Client added to the MMI Insurance policy and issue a certificate to Client at Client's
request. If Client has requested to be added to the policy, MMI will provide to Client a new certificate, each year,
if requested by Client.
MASTER SOFTWARE LICENSE & SERVICES AGREE44ENr PAGE 10 on 20
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10.2 Client represents it is self-insured or has appropriate insurance to fulfill and maintain its
obligations and duties under this Agreement,
11. NOTICES. All notices and requests in connection with this Agreement will be deemed given as of the
day they are received either by messenger, delivery service, or in the United States of America mails, postage
prepaid, certified or registered, return receipt requested, and addressed to MMI or Client at the address in the
preamble of this Agreement or as otherwise specified in Exhibit A,
12. GENERAL TERMS AND CONDITIONS.
12.1 Assignment, Neither Party may assign this Agreement without the prior written consent of the
other Party, which such consent may not be, unreasonably withheld. Subject to this Section, this Agreement will
inure to the benefit of and be binding upon the heirs, successors, subcontractors, and assigns of the respective
parties.
12.2 Compliance With Laws. Each Party will, at its expense, obtain all permits and licenses, pay all
fees, and comply with all federal, state and local laws, ordinances, rules, regulations, codes and orders applicable
to its performance under this Agreement.
12,3 Construction. I£ for any reason a court of competent jurisdiction finds any provision of this
Agreement, or portion thereof, to be unenforceable, then that provision of the Agreement will be enforced to the
maximum extent permissible so as to effect the intent of the parties, and the remainder of this Agreement will
continue in full force and effect. No waiver of any breach of any provision of this Agreement wilt constitute a
waiver of any prior, concurrent, or subsequent breach of the same or any other provisions hereof, and no waiver
will be effective unless made in ATiting and signed by an authorized representative of the waiving party. This
Agreement has been negotiated by the parties and their respective counsel and will be interpreted fairly in
accordance with its terms and without any strict construction in favor of or against either party.
12.4 Governing Law. This Agreement will be governed by, and construed in accordance with the laws
of the state Client is located in, as applied to contracts performed therein but without reference to its choice of law
rales, or The federal laws as applied to contracts performed with the United States government. This Agreement
will not be governed by the United Nations Convention on Contracts for the International Sale of Goods, the
application of which is expressly disclaimed.
12.5 Beadings. The headings and sections in this Agreement and any exhibit, are for convenience and
will not be construed to define or limit any of the terms or affect the meaning or interpretation of this Agreement
and any exhibit.
12.6 Independent Contractor. MMT and Client are independent contractors under this Agreement,
and nothing in this Agreement may be construed to create a partnership, joint venture, franchise or agency or
fiduciary relationship between them. Neither Party has any authority to enter into agreements or make any
representations of any ]rind on behalf of the other Party.
12.7 Nonexclusive Agreement. It is expressly understood and agreed that this Agreement does not
grant to Client any exclusive privileges or rights, and MMI may contract with other clients and customers.
12.8 Counterparts, This Agreement may be executed, in one or more counterparts, each of which will
be deemed an original, but all of which together will constitute one and the same instrument. The parties agree
that any facsimile copy, including those exchanged electronically as a .pdf, of a signed counterpart of this
Agreement will be treated the same as a signed original of this Agreement.
12.9 Entire Agreement. This Agreement together with any exhibits attached hereto contains the entire
understanding of the Parties with respect to the transactions and matters contemplated herein, supersedes all prior
and contemporaneous agreements or negotiations between Client and MMI concerning the subj ect matter hereof,
and cannot be amended except by a writing dated subsequent to this Agreement and signed by both Parties. To
the extent the terms mid conditions of this Agreement conflict with the terms and conditions of an exhibit, the
MASTER SOGTwA'RE LICENSE & SERVICES AGREEMENT PAGE 11 OF 26
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25F-13
INC.
terms and conditions of this Agreement will control. No course of dealing or usage of trade may be invoked to
modify the terms and conditions of this Agreement.
12.10 Copies Shall Be Considered Originals. Any complete, legible signed copy of this Agreement
shall be considered an original.
12.11 Signing Authority. Client represents and warrants the person executing this Agreement is a duly
authorized officer or representative of the Client, and has fall authority to execute this Agreement, including
any amendment thereto, for and on behalf of Client. Client understands that it is fully responsible to
ensure the authority of its signatory under to this Agreement and is responsible for any actual
or consequential damages incurred by MMI in the event of a breach of this Section by Client,
IN WITNESS WHEREOF, the parties have caused this Agreement to be duly executed by their respective duly
authorized representatives.
Miller Mendel, Inc.
By:
Nmne: Tyler Miller
Title: CEO
City of Santa Ana
By:
Name: Cynthia Kurtz
Title: City Manager
Date: May 18, 2017 Date:
For Miller Mendel, Inc., copy of Notice(s) to:
Mark Beatty
Rylander and Associates
406 W. 121h St.
Vancouver, WA 98660
MASUR SOFTWARE LICENSE & SERVICES AGREEmEN'T
Version: dppi112, 2017
For Client, copy of Notice(s) to:
Chiefs Office
Santa Ana Police Department
60 Civic Center Plaza
Santa Ana, CA 92701
25F-14
PAGE 12 OF 20
MILLER MENDEL, INC.
CITY OF SANTA ANA:
ATTEST:
M51FRO �MCl�lY \�#
Clerk of the Council
APPROVE, D AS TO FORM[:
SONIA R. CARVALiiO
City Attorn y
�/ ✓—a �.
By:
TAMARABOGOSTAN
Selnior Assistant City Attarn,ey
RECOMM[.ENDED E'OR APPROVAL:
JIM SCHNABL,
Mid of Police
MASTER SOFTWARE LICENSE iez SERVICES ACREEIDIENT
Persiow April 12, 2017
25F-15
PAGE 13 OF
MILLER MENDEL, INC.
Exhibit A
CONTRACT TERM PRICING AND OTHER CLIENT SPECIFIC TERMS
Unless otherwise defined herein, all capitalized terms in this Exhibit A shall have the same meaning given
to them in the Master Software License and Services Agreement (the "Agreement") to which these terms
are attached,
1) CLUA:NT NAME AND PRIMARY ADMINISTRATIVE USER.
Name: Santa Ana Police Department Adatin: Laura Franks
Email: Lfranksjelsanta-ana.org Phone: (719) 245.8036
2) LICENSE TERNI(S), FEES, INCLUDED DATA STORAGE FOR THE TERM.
LicenseTermI s) ,
Tee for Entries ,
Fee for Support
Tee for Setup
Data Storage
June 21, 2017 — Jane 20, 2018
$12,757.50 for 315 Entries
$1,914.00
N/A
4,7 GB
Jane 21, 2018 —Jane 20, 2019
TBD
TBD
TBD
TBD
June 21, 2019—June 20, 2020
TBD
TBD
TBD
TBD
For the License Terms listed above, the total value sball not exceed $50,000.00 USD.
2.1 Client Set-up. Upon receipt of this fully executed Agreement and Client's purchase order, MMI will
begin the set-up process of Client on the eSOPH System in accordance with the terms of the Agreement. If Client
requests the setup date and time be changed from what was originally stated by Client, Client is responsible for
reimbursing MMI for all costs MMI incurs in malting the travel arrangement adjustments. Additionally, Client
will also be responsible for paying a $200,00 travel arrangement change fee to MMI. MMI will provide records
showing the costs MMI incurred.
2.2 Additional Training. After the initial training (up to two days/16 hours) has been completed, additional
training requested by Client will be billed to Client at a rate of $200.00 USD per hour. It's agreed additional onsite
training will be billed at a minimum of 8 hours, plus travel, meal and lodging expenses. Requests must be received
by MMI in writing from the User listed above in Section 1, his or her successor, or higher supervisor. MMI
reserves the right to charge $200,00 USD per hour for all off-site/remote training, with a one hour minimum.
2.3 Corrective Services. MMI reserves the right to Invoice Client $200.00 USD per hour for any corrective
services Client requests. Corrective Services are typically services needed by Client from MMT to correct a
mistake made by Client's Authorized Users, which cannot be corrected by Client through the User Interface.
Requests must be received by MMI in writing from the User listed above in Section 1, his or her successor, or
higher supervisor. A one hour minimum will be charged for Corrective Services performed by MMI, which do
not require travel. Corrective Services which requires MMI to travel will be billed at $200.00 USD per hour, with
an eight (8) hour minimum charge, plus all costs and expenses.
2.4 Entries.
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MILLER MENDEL, INC,
(i) Client will be invoiced for all Entries in the current License Term on the first day of training and
setup. Client agrees to pay the invoice in accordance with Section 3 of the main Agreement, Client may purchase
additional Entries one time during each License Term without incurring an administrative fee, however Entries
added thereafter during a given License Tenn will automatically incur an additional twenty percent (20°%)
administrative fee. If the purchase is for 300 or more Entries, the administrative fee will be waived.
(ii) Client may carry over the unused Entries from the previous License Tenn to the following License
Term, only when eligible. To be eligible, MMI must receive full payment of any outstanding balances and a
written request for the used Entries to cant' over, prior to the last day of the current License Term. There may
be no gap in License Tereus, No data storage credit will be carried over with unused Entries.
2.5 Data Storage Overage. At no additional fee for the current License Term, Client shall be provided with
the data storage amount set forth in Section 2 above ("Included Data Storage"). Data storage space used in the
current License Term in excess of this amount will be charged at the rate of $15.00 gigabyte (GB) per month.
Billing intervals for Data storage will be done at the discretion of MMI, but not more often than every three (3)
months. Data storage is calculated by the space used by Client on the main database, only; space used for backups
is not invoiced. Due to time zone differences, data usage calculations may vary by up to three hours.
2.6 Fee for Support. The fee paid for support listed above in Section 2 shall obligate MMT only to provide
support as defined in Exhibit B to the Primary Administrative User listed in Section 1. If client wishes designate
more than one Primary Administrative User to be active concurrently, then Client shall pay an additional 10% of
the total sum of the fees listed above in Section 2, per additional Primary Administrative User position, per License
Term.
2.7 Timing ofZnvoices. Fees for the initial training and setup shall be invoiced upon the parties' execution of
the Master Agreement. Annual fees (e.g., for Entries and any additional licensing, support, or maintenance fees)
will be invoiced on or up to thirty (30) days prior to the beginning of each License Term. All other professional
services fees (e.g., for additional training or corrective services) may be invoiced either in advance or after such
services are performed or provided.
MASTER SOFTWARE LICENSE & SERVICES AGREEMENT
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25F-17
PAGE 15 of 20
INC.
Exhibit B
SERVICE LEVEL AGREEMENT
This eSOPH Service Level Agreement ("SLA") is part of a Master Software License and Services
Agreement (the "Master Agreement") by and between Miller Mendel, Inc. ("MMI") and the entity identified as
a Client. therein ("Client").
1. DEFINITIONS. Except for the terms defined below, all initially capitalized terms used in this SLA will
have the meanings described within the body of this SLA. Capitalized terms used but not defined herein have the
meanings given to them in the Master Agreement. As used herein, the following terms have the following
meanings:
"Available" or "Availability" means that the eSOPH System is: (a) available and accessible for use via
the web -based interface provided by MMI, provided that Client has an operational Internet connection and all
compatible hardware and software, including web browsers, required to access and use the eSOPH System; and
(b) functioning in substantial compliance with the Master Agreement and the Documentation.
"Defect" means a failure of eSOPH System to substantially conform to the functional specifications set
forth in the Master Agreement or the Documentation.
"Documentation" means any training materials, product descriptions, technical descriptions, flow charts,
or other written or other tangible documentation provided or made available to Client by MMI that describes or
depicts the functionality of the eSOPH System.
"Service Credit" means a credit or refund issued pursuant to Section 3.2 of this SLA for failure to meet
the Availability standards set forth in this SLA.
"Software Fees" means fees paid for Entries, licensing fees for access to the oSOPH System, and any
fees paid for maintenance and support allocable to a given calendar month. Such fees that are paid on an annual
basis shall be pro -rated (e.g., fees paid for a I year License Term shall be divided by 12 to determine the monthly
amount) Software Fees allocable to a given month. Software Fees excludes fees paid for professional services
(e.g., training, customization, set-up, or installation) and fees paid for corrective work outside the scope of the
Support Services described in Section 2 of this SLA.
"Support Request" means a written request for resolution of a Defect submitted by Client to MMI.
"Support Services" means the support and maintenance services described in Section 2 of this SLA.
2. SUPPORT SERVICES
2.1 Scope of Support Services. MMI shall provide the following services (the "Support Services")
with respect to the eSOPH System:
2.1.1 MMI will use its commercially reasonable efforts to: (i) maintain the eSOPH System so
that it operates without Defects; (ii) host and make the eSOPH System Available at all times excluding Scheduled
Downtime; and (iii) cure or minimize the adverse impact of any Defect as soon as is reasonably practicable after
such Defect is reported in accordance with this SLA.
2.1.2 Subject to Client's maintaining suitable environments and systems that are compatible,
MMI shall provide, install, and implement, as they become available, any bug fixes of the eSOPH System that are
provided by MMI free of additional charge to all licensees of the eSOPH System.
MASTER SOFTWARE LICENSE & SERVICEs AGREEMENT PAGE 16 OF 20
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25F-18
MILLER MENDEL, INC,
2.2 Excluded Services, The Support Services do not include any of the following: (a) configuration
of other applications required to access eSOPH System, including, but not limited to operating systems, firewalls,
or networking components; (b) Client's ongoing training needs; (c) version upgrades of 3's party software used in
connection with the eSOPH System; (d) enhancements, modifications, or customization to the eSOPH System
performed at the Client's request and not intended to resolve a Defect; (e) any version or release of the eSOPH
System that MMI may issue as a separate edition, including an alternative or premium version of eSOPH System
for which additional fees may be required to access; or (i) resolution of Defects caused by any of the events
described in Section 4 below.
2.3 MMI Support Hours . MMI will provide email support between the hours of 09:00 and 17:00
Pacific Time, Monday through Friday, excluding holidays.
2.4 Support Request Requirements. Client must comply with all of the following requirements as
a condition to receiving Sport Services,
2.4.1 Attempted Resolution by Primary Administrative User(s). Client's Primary
Administrative User shall act as the first line of support to troubleshoot any Defects experienced by Applicants
and Authorized Users, Only when the Primary Administrative User cannot resolve the Defect should a Support
Request be submitted to MMT. If a Defect is reported to MMI that the Primary Administrative User, based on the
initial training provided by MMI concurrent with setup of Client's account to access the eSDPH Platform, should
have been able to resolve without MMI's assistance, MMI may, in its sole discretion, (a) refer such Defect back
to the Primary Administrative User for resolution and/or (b) charge Client MMI's then -standard hourly rates for
MMI's resolution of such Defect. A minimum of one hour will be invoiced, regardless of time actually needed.
2.4.2 Submission by Primary Administrative Users. All Support Requests must be
submitted by and through a Primary Administrative User; MMI is not required to respond to or resolve any Support
Request that is submitted by a person other than a Primary Administrative User.
2,4.3 information Required in Support Request. Each Support Request must include the
following information, at a minimum ("Minimum Required Information"):
(a) Client's reasonable, good faith classification of the priority (Haigh, Medium, or
Low) of the reported Defect in accordance with the priority levels and definitions contained in Section 2,6 below,
with explanation;
notation of their title;
(b) Naives of Applicants, References and. Authorized Users involved with clear
(c) Date and time of each occurrence;
(d) Computer operating system used by party empiercing the defect;
(e) Name of internet browser and version;
(i) Specific steps to allow MMT personnel to recreate the issue;
(g) Exact wording of any error message received, URL or name of page it was
received on, or a screen shot of the error;
(h) A description of all steps previously completed to resolve the defect; and
(i) If MMI has permission to contact the party directly, if needed. Include contact
information,
MASTER SorTwARE UcEmr & SICRVICCS AGREEMENT
rasion; April 12, 2017
25F-19
PAGE 17 Or 20
MILLDR
2.4.4 Additional Information. In addition to the Minimum Required Information listed
above, Client shall promptly provide MMI with such other information, files, and records related to the Defect
that MALI reasonably requests.
2.4.5 Access to Systems. Subject to Client's applicable security requirements, Client shall
provide MMI with access to and use of all systems and environments determined necessary by MMI to provide
timely Support Services pursuant to these terms. If Clien t is unable to provide access, [lie Parties agree MMI may
decline to fix the defect if a reasonable alternative is not available to MMI.
2.5 Response Times. MMI shall provide an initial response acknowledging each complete and
validly submitted Support Request no later than I business day after it is received.
2.6 Resolution Targets and Priority Levels. MMI will prioritize resolution of Defects according
to their severity, and not necessarily based on the order in which they were reported. Defects reported in Support
Requests shall be classified using the priority levels and definitions set forth in the table below. Although Client
is required to propose a priority level in its Support Request, MMI may reclassify the priority level of a Defect in
its sole reasonable discretion, and such determination by MMT shall be final and controlling. MMI shall use its
best commercially reasonable efforts to cure Defects within the targe[ resolution times set forth in the table below,
which periods of time shall commence when a Support Request containing all Minimum Required information is
submitted. MMI shall have no obligation to respond to or resolve a Support Request (other than notifying Client
that the Support Request is incomplete) unless and until all Minimum Required Information is provided.
Priority Levels and Definitions
��nsylty i{_. r'tJtl ��y
,�,DESe'l1IItI0�Tl i:i�I�F�d Y�p i &� �9 �� R i' T+�i ki�S C� y
syTarget Rerso�gt}9n'�b`tne M` lt_
High:
A Defect is High priority if it (a) prohibits utilization of
24 hours
Complete
some or all functionality of the eSOPH System by all or
outage or
most Authorized Users or Applicants; (b) has a serious
severe impact
potential impact to Client's business (e.g., an impacted
to Client's
business function is halted completely); and (b) no
business
reasonably effective workaround is available.
function
Medium:
A Defect is Medium priority if it has a moderate impact on
3 Business Days
Partial outage
Client's business or it has a potentially serious impact but
or a
a reasonably effective workaround is available. For
workaround
example, a Defect would have Medium priority if it only a
available
small group of Authorize Users or Applicants aro affected,
or an impacted business function is not halted completely
but is merely inconvenienced, or the issue can otherwise
be circumvented by a reasonably effective and available
workaround (e.g., use of a different web browser), other
work functions can be completed in the meantime.
Low: Cosmetic
A Defect is Low priority it is merely cosmetic or has a
10 Business Days
issue, cosmetic
negligible impact to Client's business functions, or other
defect
work functions can be completed in the meantime.
3. AVAILABILITY STANDARDS
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MILLER
3.1 Scheduled Downtime. MMI shall strive to avoid andminimize disruptions to the availability and
functioning of the eSOPH System. The eSOPH System may be unavailable for scheduled backup and system
maintenance ("Scheduled Downtime") daring off-peak hours between the hours of 22:00 and 03:00 am PST (the
"Maintenance Window"), MMI may adjust the Maintenance Window to occur between the hours of 19:00 and
03:00 am Pacific Time by providing Client with at least 24 hours' notice posted on the lag -in screen of the eSOPH
System. MMT shall use its best commercially reasonable efforts to schedule all planned downtime during such
Maintenance Window. If emergency maintenance must be performed on the eSOPH System which, in MMI's
sole discretion, cannot wait until the normal Maintenance Window, MMI will promptly notify Client of such lack
of Availability (in advance, if possible) and undertake reasonable commercial efforts to minimize the impact and
duration of any such maintenance activity. Any such downtime for maintenance occurring outside the
Maintenance Window shall not be deemed Scheduled Downtime for purposes of calculating the Availability
percentage described in Section 3.2 below.
3.2 Uptime Guarantee; Remedies for Excessive Downtime. MMI shall provide Availability of the
eSOPH System at least 99% of the time, excluding Scheduled Downtime and lack of Availability caused by the
events described in Section 4 below. In the event the Availability of the eSOPH System falls below 99% in any
calendar month, MMI will issue to Client a service credit ("Service Credit") in the form of additional Entries
equal to the percentage of Entries purchased by Client for the calendar month (Entries per current License Term
divided by the total months in the respective License Term) set forth in the table below corresponding to the actual
Availability of the Software. To receive Service Credits, Client must submit a written request to MMI within 15
days after the end of the calendar month in which the eSOPH System failed to achieve 99% Availability, or
Client's right to receive Service Credits with respect to such unavailability will be waived. The remedies stated
in this section are Client's sola and exclusive remedies and MMI' sole and exclusive obligations for service
interruption or lack of Availability.
Availability is measured by the following formula: x= (n - y) * 100 / It
"x" is the Availability percentage; "n" is the total number of hours in the given calendar month minus
Scheduled Downtime; and "y" is the total number of downtime hours, excluding Scheduled Downtime and
downtime caused by the events set forth in Section 4 (Exclusions) below in the given calendar month.
Availability
Percentage of Monthly
Software Fees Credited
> 99.D%
0%
95.0%-<99.5%
3%
90.0%-<95.0%
5%
80.0%-<90.0%
10%
< 80.0%
15%
4. Exclusions. MMI shall not be responsible for resolving and expressly disclaims liability and
responsibility for lack of Availability or Defects to the extent caused by any of the following:
(a) Client's negligence, abuse, misapplication, misconfiguration, or misuse of eSOPH
System, including use of the eSOPI"I System in violation of the Master Agreement or any written instructions
provided by MMI to Client from time to time;
(b) Use of cSOPH System with any hardware, operating system version or network
environment that is not supported by MMI, or other problems resulting from defects in Choru's or a third party's
software or hardware; or
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INC.
(c) .Problems with Client and/or its Authorized Users' telecommunications systems, Client
and/or its Authorized Users' internet service provider, or the public internet to the extent affecting internet
performance on a general basis (e.g., such as a regional outage), natural disasters, denial of service attacks, acts
of terrorism, labor strikes, any other force majeure event, or any other event reasonably beyond MMI's control.
MASTER SOFFWARE LICENSE & SERVICES AGREEMENT
Version: April 12, 2017
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