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Home My WebLink About5.604 Amendment (3)SUNGARD* PUBLIC SECTOR #5.604 Add -On Quote uote Prepared By: Jamie Shell 1000 Business Center Drive, Lake Mary, FL 32746 Phone: 407-304-3854 Fax: Email: jamie.shell@sungardps.com Quote # p, Presented Date ,,41 Valid Until Q-00004331 11 6/6/2013 1 6/28/2013 Account: Port Angeles, WA PTAN PTA2 Contact: Linda Kheriaty Address: 321 East 5th Port Angeles, WA 98362 Phone: 360-417-4612 Quote Prepared for: Professional Services Product Code PS -TR Product Name Prof Svc -Training Fee Service Type Training Total: Net Price 16,000.00 16,000.00 Travel and Living Estimate 4,000.00 Professional Services 16,000.00 Total Amount 16,000.00 Comments: NaviLine Smart Meter: Prof Svc -Consulting: Qty: 80 hrs: $16,000 Tentatively scheduled for the weeks of July 15th and 22nd with Brenda Likovetz Travel & Living expenses are in addition to the Professional Services fees listed. Services will be billed 'as incurred' at a rate of $200/hour. Additional information regarding the work to be performed can be found on the attached 'July 2013 Visit' document. Payment Terms: SUNGARI)* PUBLIC SECTOR Confidential ,,001101 I I' 0 ,"1111P Page 1 SU PUBLIC SECTOR Add -On ��-� 0�� Quote cense, °ro eu anning, ojec anagemen onsu ting, onversion, us o oflcoion, /r" a y mUo o ware an Hardware Fees are due upon execution of this Quote. Training fees and Travel & Living expenses are due as incurred monthly. Installation is due upon completion. Implementation and Third Party Product Services fees are due 50% on execution ofthis Quote and 50% due upon invoice, upon completion. Unless otherwise provided, other Professional Services are due monthly, as such services are delivered. Additional services, if requested, will be invoiced at then -current rates. Any shipping charges shown are estimated only and actual shipping charges will be due upon invoice, upon delivery. Annual Subscription Fee(s): Initial annual subscription fees are due 100% on the Execution Date. The initial annual subscription term for any subscription product(s) listed above shall commence on the Execution Date of this Agreement and extend for a period of one (1) year. Thereafter, the subscription terms shall automatically renew for successive one (1) year terms, unless either party gives the other party written notice of non -renewal at least sixty (60) days prior to expiration of the then -current term. The then -current fee will be specified by SunGard Public Sector in an annual invoice to Customer thirty (30) days prior to the expiration of then -current annual period. SunGard Public Sector Application Annual Support: Customer is committed to the initialterm of Maintenance and Support Services for which the support fee is included in the License fee(s) and begins upon execution of this Quote and extends for a twelve (12) month period. Subsequentterms of support will be fortwelve (12) month periods, commencing at the end ofthe prior support period. Support fees shown are for the second term of support for which SunGard Public Sector is committed and which shall be due prior to the start of that term. Fees for subsequent terms of support will be due prior to the start of each term at the then -prevailing rate. Subsequent terms will renew automatically until such time SunGard Public Sector receives written notice from the Customer thirty (30) days prior to the expiration of the then current term. Notification of non -renewal is required prior to the start of the renewal term. Customer will be invoiced, and payment is due, upon renewal. Third Party Product Annual Support Fees: The support fee for the initial annual period is included in the applicable Third Party Product License fees(s) unless otherwise stated. Subsequent terms invoiced by SunGard Public Sector will renew automatically at then- pmvai|ingratoounU|auchtimoSunGardPub|iuSocturmcoixoawri#annohcaofnon'mnowa|hnmthoCua+omornindy(QO)dayoin advance of the expiration of the then -current term. Notification of non -renewal is required prior to the start of the renewal term. Customer will be invoiced, and payment is due, upon renewal. As applicable for certain Third Party Products that are invoiced directly by the third party to Customer, payment terms for any renewal ternn(s) of support shall be as provided by the third party to Customer. Additional Terms: This Quote constitutes an Amendment to the Software License & Services Agreement and the Maintenance/Support Agreement (together, the "Contract and Agreement") by and between the parties hereto. The product and pricing information detailed above comprises the "Exhibit 1" schedule or "Supplement" attached to this Amendment. Except as otherwise provided herein, alt terms and conditions of the Contract and Agreement shall remain in full force and effect. Any interfaces Iisted above are interfaces only. Customer shall be responsible for obtaining the applicable software, hardware and system software from the appropriate third party vendor. The ComponenSystems identified above are "Licensed Programs" or "Licensed Systems" licensed by SunGard Public Sector and are provided in and may be used in machine-readable object code form only. Applicable taxes are not included, and, if applicable, will be added to the amount in the payment of invoice(s) being sent separately. Travel and living expenses are in addition to the prices quoted above and shall be governed by the SunGard Public Sector Corporate Travel and Expense Reimbursement Policy. The date of detivery is the date on which SunOardPublic Sector delivers, F.O.B. SunGarPublic Sector's place of shipment, the Component Systems to Customer. The SunGard Public Sector application software warranty shall be for a period of one (1) year after delivery. There is no Testing and Acceptance period on the Licensed System(s) herein. Preprinted conditions and all other terms not included in this Quote or in the Contract and Agreement, stated on any purchase order or other document submitted hereafter by Customer are of no force or effect, and the terms and conditions of the Contractand Agreement and any amendments thereto shall control unless expressly accepted in writing by SunGard Public Sector to Customer. Third party hardware/oftwoemaintananueand/orwurxontywi||bopmvidodbytha1hirdpartyhavdwamandoo8wavemanu0sutumr(u). SunGard Public Sector makes no representations as to expected performance, suitability, or the satisfaction of Customer's requirements with respect to the hardware or other third party products specified in this Quote. The return and refund policy of each PUBLIC SECTOR ~�~��=~�°��°� , ��^-/�~ �� Confidential Page 2 SU PUBLIC SECTOR m"m" ua " ware so are supp ma app y. Add -On ��-� 0�� Quote This Agreement is based on the current licensing policies of each third party software manufacturer as well as all hardware manufacturers. In the event that a manufacturer changes any of these respective policies or prices, SunGard Public Sector reserves the right to adjust this proposal to refiect those changes. Should Customer terminate this agreement per any "Term of Contract" Section of the Contract and Agreement, as may be applicable for certain customersCustomer ato pay, immediately upon termination, the remaining balance for all hardware, software, and services delivered prior to the termination date together with travel reimbursements, if any, related to the foregoing. Notwithstanding any Ianguage in the Contract and Agreement to the contrary, the purchase of support services is NOT necessary for the continuation of Customer's License. Pricing for professional services provided under this quote is a good faith estimate based on the information available to SunGard PubIic Sector at the time of execution of this Quote. The total amount that Customer will pay for these services will vary based on the actual number of hours of services required to complete the services. If required, additional services will be provided on a time and materials basis at hourly rates equal to SunGard Public Sector's then -current rates for the services at issue. Fortraining and on-site projectmanagement sessions which are cancelled at the request of Customer within fourteen (14) days of the scheduled start date, Customer is responsible for entire price of the training or on-site project management plus incurred expenses. Port Angeles, WA Printed Name : /-\~_ Date: �_ / u�/ / / _^ �� N�|�,-�� .�~�w�~��~ PUBLIC .��_��`�//� Confidential Page 3 PUBLIC��T�� ~�n�w�n�=�°m�� SECTOR vmwwvungordpo.uum`8OO-727-8Vo0 To: Byron Olson, Chief Financial OfficerCity of Port Angeles From: Brenda Likovetz, Director NaviLine Development CC: Linda Kheriaty, Sr. Finance System Opecio|ist, City of Port Angeles Jamie Shell, Pject Manager, SunGard Public Sector Date: May 30, 2013 Re: Smart Meter lntegration Testing and Verification Onsite Visit In an effort to move the Smart Meter pjec forward it is requested that SunGard and Mueller come onsite to the City in order to validate the integration between the SunGard CIS/Smart Meter Module applications and Mueller MDM systems. To be most productive and provide the city with a workable solution, | recommend the following be conducted between SunGard and Mueller during the first week of the visit. 1. SunGard — verify the Smart MeteMonitor active and functioning 2. SunGard review current process flow for sync and billing request / response 3. SunGard — Mueller — Perform sync and validate the integration from SunGard to Mueller 4. SunGard — Mueller — Perform 1 billing request / response to validate the integration from SunGard to Mueller to SunGard Public Sector a. SunGard - Select 1 SDP, put into off cycle and create a billing request b. Mueller — receive the billing request and validate c. Mueller — generate a billing response d. SunGard — receive and validate the billing response 5. SunGard — Mueller — Select 10-20 Use cases to validate multiple billing naquest/ response scenarios a. SunGard — generate the billing request b. Mueller — process and the billing response c. SunGard — calculate, verify and bill in CIS d. SunGard — generate a 2 billing request for the same use cases O. SunGard — Mueller — verify the daily sync changes 7. SunGard — Mueller — verify the mass meter exchange process a. Exchange a non -AMI meter with an AMI meter 8. SunGard — Mueller — verify the AMR ready file Where mosof this will be done with the SunGard and Mueller — 1 would expectthat desinahad people from the city will work with us to verify the information or provide feedback. But the main intent is to ensure that the integration is technically working as well as each vendor programs are working as intended before the more detailed system testing is conducted by the City. The 2nd week would involve the City executing their more detail test plans. SunGard and Mueller will be available to resolve any technical issues as well as provide any training that may be needed while the test plans are being executed. SunGard Public Sector Inc. • 1000 Business Center Drive • Lake Mary, FL 32746 SUD' "UE3[ fC SECTOR ��.nm��v�� nr.�� Add -On Quote PASt �M, , MUM Quote Prepared By: Cameron Marijosius 1000 Business Center Drive, Lake Mary, FL 32746 Phone: (800) 727-8088 Fax: (407) 304-3301 Email: cameron.rnarijosius©sungardps.com Quote # Presented Date 8/28/2013 Valid Until 10/31/2013 Account: Port Angeles, WA Contact: Linda Kheriaty Address: 321 East 5th Port Angeles, WA 98362 Phone: 360-417-4612 PTAN PTA2 Quote Prepared for: Third Party Qty Product Code 1 BICORE 1 COGNOS-C COGNOS-AB5 BICORE COGNOS-C COGNOS-AB5 BICORE BICORE COGNOS-TRAIN-MAX COGNOS-TRAIN-ADMIN Product Name Cognos BI: Base Bundle Cognos BI: Caf (Analysis for Excel) Cognos BI: Adv Business Author Bundle Cognos BI: Base Bundle Cognos BI: Caf� (Analysis for Excel) Cognos BI: Adv Business Author Bundle Cognos BI: Base Bundle Cognos BI: Base Bundle Cognos BI: Onsite Training Package Bundle (MAX) Cognos Bl: Administrator ONLY Online Training Package Service Type License Fee License Fee License Fee Maintenance Maintenance Maintenance Prof Svc -Installation Prof Svc -Project Management Prof Svc -Training Prof Svc -Training Total: Extended Price 11,990.00 750.00 12,480.00 Net Price 8,992.50 750.00 12,480.00 1,920l0 1.920.00 120.00 120.08 2,400.00 2,400.00 1,400.00 1,400.80 640.00 640.00 12,600.00 960.00 40,820.00 12,600.00 960.00 37,823.00 Product Notes BICORE: Includes 1 BI Administrator and 1 Anonymous BI Enhanced Consumer. COGNOS-C: Recommended required online training: clients can order an e -learning course directly from IBM at the following link: http://www- ^ ��"�� . ��UB Confidential .�� Page 1 SUI,' B JC SECTOR Add -On Quote 'WA 304jbnn.onn/jct03001o/nen/imss4eornino/ite:.vvos/ue/en?poguTvpa=nnunsm deschption&oouraeCoUe=P8125 COGNOS-TRAIN-MAX: Training is performed by Data Clarity. Cognos student fee for training material is included in base price. License Role Training Title Delivery Duration Cost (1,2) BI Professional/BI Advanced Business Author IBM Cognos BI Overview (including Cognos Connection)/IBM Cognos BI Business Insight Onsite 1 day - IBM Cognos BI Business Insight Advanced Onsite 2 days - IBM Cognos BI Report Studio Essentials Onsite 2 days - BI Enhanced Consumer IBM Cognos BI Overview (including Cognos ConnectionV|ByW Cognos BI Business Insight Onsite 1 day- T{}TAL$12.600 (Max of 12 students) COGNOS-TRAIN-ADMIN: Additional BI Administrator. Training is performed by Data Clarity. Cognos student fee for training material is included in base price. License Role Training Title Delivery Duration Cost (1) BI Administrator IBM Cognos BI Administration Online 2 days $960 TOTAL$80U Third Party License Fees 25,220.00 Third Party Professional Services 15,600.00 Third Party Annual Maintenance (Starting Year Two) 4,440 Third Party License Fee Discount Amount 2,997.50 Total Discount Amount 2,997.00 Total License Fees and Professional Services (Excludes Maintenance) 40,820.00 Discount Amount -2,997.00 SUNGARD P SECTOR 0111),1 �)1111111111111111111 Confidential Page 2 PUA|!(—��(~-T)� ' °`'�^^~ �� `/'` Add -On Quote 11,11111111111 INT amok"' , Total 37,823.00 Comments: Customer has 23 existing licenses = 25% Discount Payment Terms: License, Project Planning, ProjecManagement, Consulting, Conversion, Custom Modification, Third Party Product Software and Hardware Fees are due upon execution of this Quote. Training fees and Travel & Living expenses are due as incurred monthly. Installation is due upon completion. Implementation and Third Party Product Services fees are due 50% on execution of this Quote and 50% due upon invoice, upon completion. Unless otherwise provided, other Professional Services are due monthly, as such services are delivered. Additional services, if requested, will be invoiced at then -current rates. Any shipping charges shown are estimated only and actual shipping charges will be due upon invoice, upon delivery. Annual Subscription Fee(s): Initial annual subscription fees are due 100% on the Execution Date. The initial annual subscription term for any subscription product(s) listed above shall commence on the Execution Date of this Agreement and extend for a period of one (1) year. Thereafter, the subscription terms shall automatically renew for successive one (1) year terms, unless either party gives the other party written notice of non -renewal at least sixty (8O) days prior to expiration of the then -current term. The then -current fee will be specified by SunGard Public Sector in an annual invoice to Customer thirty (30) days prior to the expiration of then -current annual period. SunGard Public Sector Applicahon Annual Support: Customeris committed to the initial term of Maintenance and Support Services for which the support fee is included in the License fee(s) and begins upon execution of this Quote and extends for a twelve (12) month period. Subsequent tennsofsupportwiUbefortwe|vn(12)mon1hpohodu.commondnga1Uheondofthoyhorxupportpohod.Guppnrt fees shown are for the second term of support for which SunGard Public Sector is committed and which shall be due prior to the start of that term. Fees for subsequent terms of support will be due prior to the start of each term at the then -prevailing rate. Subsequent terms will renew automatically until such time SunGard Public Sector receives written notice from the Customer thirty (30) days prior to the expiration of the then current term. Notification of non -renewal is required prior to the start of the renewal term. Customer will be invoiced, and payment is due, upon renewal. Third Party Product Annual Support Fees: The support fee for the initial annual period is included in the applicable Third Party Product Lioennefems(s)un|esoc8horwisootated.8ubnoquor8tnnnxinvoinedbyGunGardPub|ioGootorwi||mnmvau1omnkioaUyskthen- prevailing rates until such time SunGard Public Sector receives written notice of non -renewal from the Customer ninety (90) days in advance of the expiration of the then -current term. Notification of non -renewal is required prior to the start of the renewal term. Customer will be invoiced, and payment is due, upon renewal. As applicable for certain Third Party Products that are invoiced directly by the third party to Customer, payment terms for any renewal term(s) of support shall be as provided by the third party to Customer. Additional Terms: This Quote constitutes an Amendment to the Software License & Services Agreement and the Maintenance/Support Agreement (together, the "Contract and Agreement") by and between the parties hereto. The product and pricing information detailed above ovmprinootho"Exhihit1^ochedu|oor"Gupp|omont"a8aohodVu\hinAmondmonL Except as otherwise provided herein, all terms and conditions of the Contract and Agreement shall remain in full force and effect. Any interfaces listed above are interfaces only. Customer shall be responsible for obtaining the applicable software, hardware and system software from the appropriate third party vendor. ThoCompononi8ystemnidontifiodabovomm^LinonmodPmgroms"or^Linonsed Iicensed by SunGard Public Sector and are SUNGARD ��"��°�� ' �� Confidential 3||SECTOR 111 11 111111111111:1 \1041 111111111111 11 Page 3 ' SUNGARD A- SECTOR Add -On Quote ''1111V111111111,1'.1111110011111111111n1 Ho 02422222S0 provided in and may be used in machine-readable object code form only. Applicable taxes are not included, and, if applicable, will be added to the amount in the payment of invoice(s) being sent separately. Travel and living expenses are in addition to the prices quoted above and shall be governed by the SunGard Public Sector Corporate Travel and Expense Reimbursement Policy. The date of delivery is the date on which SunGard Public Sector delivers, F.O.B. SunGard Public Sector's place of shipment, the Component Systems to Customer. The SunGard Public Sector application software warranty shall be for a period of one (1) year afterdelivery. There is no Testing and Acceptance period on the Licensed System(s) herein. Preprinted conditions and all other terms not included in this Quote or in the Contract and Agreement, stated on any purchase order or other document submitted hereafter by Customer are of no force or effect, and the terms and conditions of the Contractand Agreement and any amendments thereto shall control unless expressly accepted in writing by SunGard Public Sector to Customer. Third party hardware/software maintenance and/or warranty will be provided by the third party hardware and software manufacturer(s). SunGard Public Sector makes no representations as to expected performance, suitability, or the satisfaction of Customer's requirements with respect to the hardware or other third party products specified in this Quote. The return and refund policy of each individual third party hardware/software supplier shall apply. This Agreement is based on the currenlicensing policies of each third party software manufacturer as well as all hardware manufacturers. In the event that a manufacturer changes any of these respective policies or prices, SunGard Public Sector reserves the right to adjust this proposal to reflect those changes. 8hou|dCustomer0enninato1hiseOreomontperany"TennofContnoct"8mctiunofUheCorAnoctandAOmemant.anmaybeapp|inab|o for certain oustomers. Customer agrees to pay, immediately upon termination, the remaining balance for all hand*mm, noftwam, and services delivered prior to the termination date together with travel roimbursomonts, if any, related to the foregoing. Notwithstanding any Ianguage in the Contract and Agreement to the contrary, the purchase of support services is NOT necessary for the continuation of CuoVomo/nLioenoe. Pricing for professional services provided under this quote is a good faith estimate based on the information available to SunGard Public Sector at the time of execution of this Quote. The total amount that Customer will pay for these services will vary based on the actual number of hours of services required to complete the services. If required, additional services will be provided on a time and materials basis at hourly rates equal to SunGard Public Sector's then -current rates for the services at issue. For training and on-site project management sessions which are cancelled at the request of Customer within fourteen (14) days of the scheduled start date, Customer is responsible for entire price of the training or on-site project management plus incurred expenses. Port Angeles, WA Signature: Date: 1 0 SUNGAR��N' P� �Confidential [�|| ��, ECT R � = Page 4 SUNGARD' PUB _IC SECTOR IINANSAltiled` KdO Add -On Quote NEfidak0011A MINVIN SUNGARD PUBLIC SEC DR 1,1 111,1111111111111111 '00000001.0i 11111111111 '11)1111111111111111111111111111 Confidential Page 5