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HomeMy WebLinkAboutC24-427 Questica
SAAS AND SERVICES AGREEMENT
This SAAS and Services Agreement, including all documents referenced and incorporated below
and the Order Form which by this reference is incorporated herein (collectively, this “Agreement”), dated
as of ______________ (the “Effective Date”), is by and between Questica LTD. (referred to as “Licensor”
or “EUNA,” as part of the EUNA brand) and Eagle County, Colorado, a body corporate and politic, as the
Customer (“Customer”). EUNA and Customer are sometimes individually referred to as a “Party” and
collectively referred to as the “Parties.” The Parties agree as follows:
1. Definitions.
a. “Aggregated Statistics” means data and information related to Customer’s use of the SAAS
Offering that is used by EUNA in an aggregate and anonymized manner, including to compile statistical
and performance information related to the provision and operation of the SAAS Offering.
b. “Authorized User” means Customer’s employees, consultants, contractors, and agents (i) who
are authorized by Customer to access and use the SAAS Offering under the rights granted to Customer
pursuant to this Agreement and the applicable Order Form, and (ii) for whom access to the SAAS Offering
has been purchased hereunder.
c. “Confidential Information” means any information relating to a Disclosing Party (as defined
in Section 9), its business, technology, suppliers, licensors, resellers, distributors, customers, and third
parties to whom the Disclosing Party has an obligation of confidentiality, whether in tangible or intangible
form, which is either marked or designated as “confidential” or “proprietary,” or disclosed under
circumstances indicating its confidential or proprietary nature, or otherwise would be known to be
confidential or proprietary by a reasonable person.
d. “Customer Data” means, other than Aggregated Statistics, information, data, and other
content, in any form or medium, that is submitted, posted, or otherwise transmitted by or on behalf of
Customer or an Authorized User through the SAAS Offering or Professional Services, as applicable.
e. “Deliverable” means all documents, work product and other materials that are delivered to
Customer under this Agreement or prepared by or on behalf of the EUNA in the course of performing the
Professional Services or providing the SAAS Offering, including any items identified as such in the
applicable Order Form.
f. “Documentation” means the applicable training, informational or support videos and
documentation relating to (i) the use of and access to the SAAS Offering and (ii) any error corrections, bug
fixes, enhancements, improvements, new releases, maintenance releases and updates thereto, provided by
EUNA to Customer in any format.
g. “Fees” means the fees set forth in the applicable Order Form.
h. “Intellectual Property Rights” (i) all United States and foreign patents, patent applications,
and certificates of invention, and all continuations, continuations in part, extensions, renewals, divisions,
re-issues and re-examinations relating thereto; (ii) all moral rights and copyrights in any work of authorship
or other work recognized by applicable Law, including all copyright registrations issued by the United
States Register of Copyrights and applications therefor, together with any renewal or extension thereof, or
by similar authority in any other jurisdiction, and all rights deriving therefrom; (iii) all, whether registered
or unregistered, trademarks, service marks, domain names, trade names and trade dress, and all goodwill
relating thereto; (iv) all rights in all trade secrets, know-how, and confidential information; and (v) other
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10/11/2024
intellectual property rights protectible under any Laws or international conventions throughout the world,
and in each case including the right to apply for registrations, certificates, or renewals with respect thereto
and the right to prosecute, enforce, obtain damages relating to, settle or release any past, present, or future
infringement or misappropriation thereof.
i. “Law” means all applicable laws (including those arising under common law), statutes, codes,
rules, regulations, reporting or licensing requirements, ordinances and other pronouncements having the
effect of law in the United States, any foreign country or any domestic or foreign state, county, city or other
political subdivision, including those promulgated, interpreted or enforced by any governmental or
regulatory authority.
j. “Order Form” means the order form between the Parties that incorporates this Agreement.
k. “Public Facing Software” means a portion of the Software made available by the Customer
to members of the general public.
l. “SAAS IP” means the SAAS Offering and the Documentation. For the avoidance of doubt,
SAAS IP includes proprietary data structures, database schemas, metadata, Aggregated Statistics and any
information, data, or other content derived from EUNA’s monitoring of Customer’s access to or use of the
SAAS IP but does not include Customer Data.
m. “SAAS Offering” means the software-as-a-service offering, including any integrated platform
offering, as set out in the applicable Order Form.
n. “Professional Services” means the services set out in the applicable Order Form and any
associated statement of work attached or referenced in the Order Form (“Statement of Work”), if applicable.
o. “Term” has the meaning set forth in Section 10 a.
p. “Third-Party Products” means any third-party products described in the applicable Order
Form provided with or incorporated into the SAAS Offering.
2. Professional Services. Subject to and conditioned on Customer’s payment of Fees and compliance
with all other terms and conditions of this Agreement, EUNA shall provide to Customer the Professional
Services in accordance with the applicable Order Form and Statement of Work.
3. Software Subscription.
a. Provision of Access. Subject to and conditioned on Customer’s payment of Fees and
compliance with all other terms and conditions of this Agreement, EUNA hereby grants Customer a non-
exclusive, non-sublicensable, non-transferable (except in compliance with Section 22) right to access and
use the SAAS Offering during the Term, solely for use by Authorized Users in accordance with the terms
and conditions herein. Such use is limited to Customer’s internal use. EUNA shall provide to Customer
the necessary information to allow Customer to access the SAAS Offering. The total number of Authorized
Users will not exceed the number set forth in the applicable Order Form, except as expressly agreed to in
writing by the Parties and subject to any appropriate adjustment of the Fees payable hereunder.
b. Public Facing Software. Notwithstanding the definition of Authorized Users, Customer is
permitted to provide access to its constituents that are solely utilizing public facing functionalities of the
SAAS Offering that do not otherwise require a specific license from EUNA.
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c. Documentation License. Subject to and conditioned on Customer’s payment of Fees and
compliance with the terms and conditions of this Agreement, EUNA hereby grants to Customer a non-
exclusive, non-sublicensable, non-transferable (except in compliance with Section 22) license to use the
Documentation during the Term solely for Customer’s internal business purposes in connection with its use
of the SAAS Offering.
d. Optional Features. EUNA shall provide all extensions, enhancements, and other changes,
which are logical improvements to the SAAS Offering and to which EUNA makes generally available on
a commercial basis, without charge, to other licensees of the EUNA SAAS Offering. Updates do not include
any new software products that are then made generally available on a commercial basis as separate, price-
listed options or additions to the SAAS Offering nor do they include any Professional Services that may be
required for implementation.
e. Use Restrictions. Customer shall not use the SAAS Offering for any purposes beyond the scope
of the access granted in this Agreement or the applicable Order Form. Customer shall not at any time,
directly or indirectly, and shall not permit any Authorized Users to: (i) copy, modify, or create derivative
works of the SAAS Offering or Documentation, in whole or in part; (ii) rent, lease, lend, sell, license,
sublicense, assign, distribute, publish, transfer, or otherwise make available the SAAS Offering or
Documentation to a third party; (iii) reverse engineer, disassemble, decompile, decode, adapt, or otherwise
attempt to derive or gain access to any software component of the SAAS Offering, in whole or in part; (iv)
remove any proprietary notices from the SAAS Offering or Documentation; or (v) use the SAAS Offering
or Documentation in any manner or for any purpose that causes such SAAS Offering or Documentation to
infringe, misappropriate, or otherwise violate any Intellectual Property Right or other right of any person,
or that violates any applicable Law.
f. Suspension. Notwithstanding anything to the contrary in this Agreement, EUNA may
temporarily suspend Customer’s and any Authorized User’s access to any portion or all of the SAAS
Offering if: (i) EUNA reasonably determines that (A) there is a threat or attack on any of the SAAS IP; (B)
Customer’s or any Authorized User’s use of the SAAS IP disrupts or poses a security risk to the SAAS IP
or to any other customer or vendor of EUNA; (C) Customer or any Authorized User is using the SAAS IP
for fraudulent or illegal activities; (D) subject to applicable Law, Customer has ceased to continue its
business in the ordinary course, made an assignment for the benefit of creditors or similar disposition of its
assets, or become the subject of any bankruptcy, reorganization, liquidation, dissolution, or similar
proceeding; or (E) EUNA’s provision of the SAAS Offering to Customer or any Authorized User is
prohibited by applicable Law; (ii) any vendor of EUNA has suspended or terminated EUNA’s access to or
use of any third-party services or products required to enable Customer to access or use the SAAS Offering
each a (“Service Suspension”). EUNA shall use commercially reasonable efforts to resume providing
access to the SAAS Offering as soon as reasonably possible after the event giving rise to the Service
Suspension is investigated, contained, remediated, and cured. EUNA will have no liability for any damage,
liabilities, losses (including any loss of data or profits), or any other consequences that Customer or any
Authorized User may incur as a result of a Service Suspension.
g. Aggregated Statistics. Notwithstanding anything to the contrary in this Agreement, EUNA
may monitor Customer’s use of the SAAS Offering and collect and compile Aggregated Statistics. As
between EUNA and Customer, all right, title, and interest in Aggregated Statistics, and all Intellectual
Property Rights therein, belong to and are retained solely by EUNA. Customer acknowledges that EUNA
may compile Aggregated Statistics based on Customer Data input into the SAAS Offering. Customer agrees
that EUNA may (i) make Aggregated Statistics publicly available in compliance with applicable Law, and
(ii) use Aggregated Statistics to the extent and in the manner permitted under applicable Law. EUNA
agrees to process Customer Data available in accordance with EUNA’s privacy policy which is available
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upon request and online at https://eunasolutions.com/privacy-policy/. EUNA may update its privacy policy
from time to time and such updated privacy policy will be effective and applicable upon posting.
4. Customer Obligations.
a. For Professional Services. In connection with the Professional Services, Customer shall:
(i) cooperate with EUNA in its performance of the Professional Services and provide access
to Customer’s premises, employees, contractors, and equipment as required to enable EUNA to provide the
Professional Services;
(ii) provide Cooperation, as defined herein, and perform Customer facing milestones and
Customer deliverables necessary to enable EUNA to continue to perform under the Order Form and
Statement of Work; and
(iii) take all steps necessary, including obtaining any required licenses or consents, to prevent
Customer-caused delays in EUNA’s provision of the Professional Services.
b. For the SAAS Offering. In connection with the SAAS Offering:
(i) Customer agrees to be responsible and liable for all uses of the SAAS Offering and
Documentation resulting from access provided by Customer, directly or indirectly, whether such access or
use is permitted by or in violation of this Agreement. Without limiting the generality of the foregoing,
Customer agrees to be responsible for all acts and omissions of Authorized Users, and any act or omission
by an Authorized User that would constitute a breach of this Agreement if taken by Customer will be
deemed a breach of this Agreement by Customer. Customer shall use reasonable efforts to make all
Authorized Users aware of this Agreement’s provisions as applicable to such Authorized User’s use of the
SAAS Offering and shall cause Authorized Users to comply with such provisions.
(ii) EUNA may from time to time make Third-Party Products available to Customer. For
purposes of this Agreement, such Third-Party Products are subject to their own terms and conditions and
the applicable flow-through provisions.
(iii) EUNA will use commercially reasonable efforts to implement the SAAS Offering.
Customer acknowledges and agrees that Customer’s timely provision of (and EUNA’s access to)
Customer’s assistance, cooperation, and complete and accurate feedback, approvals, information, and data
from Customer’s officers, agents and employees as is reasonably requested by EUNA (collectively,
“Cooperation”) is essential to the implementation and operation of the SAAS Offering, and that EUNA
shall not be liable for any deficiency, delay or failure in implementing or operating the SAAS Offering if
such deficiency, delay or failure results from Customer’s failure to provide full Cooperation as required
hereunder. Cooperation will include designating a project manager to interface with EUNA during the
course of EUNA’s implementation or provision of the SAAS Offering. If Customer repeatedly fails to
provide Cooperation, EUNA may terminate this Agreement in accordance with Section 10(b)(ii).
5. Fees and Expenses.
a. Fees. Except for Fees that Customer has successfully disputed, Customer shall pay the Fees
without offset or deduction. Unless otherwise provided in the applicable Order Form, Customer shall pay
the Fees in US dollars within thirty (30) days from the date of the applicable invoice. If Customer fails to
make any payment when due, without limiting EUNA’s other rights and remedies: (i) EUNA may charge
interest on the past due amount at the rate of 1% per month calculated daily and compounded monthly or,
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if lower, the highest rate permitted under applicable Law; (ii) if such failure continues for thirty (30) days
or more, and in addition to all other remedies available under this Agreement or at law (which EUNA does
not waive by the exercise of any rights hereunder), EUNA may suspend Customer’s and its Authorized
Users’ access to any portion or all of the Professional Services and the SAAS Offering until such amounts
are paid in full.
b. Taxes. Fees do not include any taxes. Customer is exempt by Law from payment of State and
local sales tax and federal excise tax. In the event that taxes are assessed by any governmental body on any
Deliverable provided under this Agreement, in which Customer is not exempted from paying, EUNA shall
have the option to terminate the Agreement in lieu of assessment of the taxes against EUNA, provided
however that Customer shall have the option to pay EUNA all such tax amounts which have been properly
invoiced, at Customer’s discretion, to avoid termination of this Agreement. Customer shall provide EUNA
with a valid tax exemption certificate upon request.
6. Service Levels and Support.
a. Service Levels. Subject to and conditioned upon Customer’s payment of Fees and compliance
with the terms and conditions of this Agreement, EUNA will use commercially reasonable efforts to make
the SAAS Offering available in accordance with the service levels set out in the provided service level
documentation at Exhibit B, or as posted from time to time at on Euna’s website (the “Service Level
Policy”).
b. Support. Subject to and conditioned upon Customer’s payment of Fees and compliance with
the terms and conditions of this Agreement, EUNA will use commercially reasonable efforts to provide the
support services described in the support services documentation at Exhibit B, or as posted from time to
time at on Euna’s website (the “Support Services Policy”).
c. Updates. EUNA reserves the right to modify the Service Level Policy and Support Services
Policy from time to time effective immediately by posting an updated policy at the links referenced above.
EUNA’s support obligations extend solely to Customer’s designated support contacts. Customer
acknowledges and agrees that, as between Customer and EUNA, Customer shall be solely responsible to
provide any and all support to all other third parties. Unless otherwise stated in the Service Level Policy,
EUNA shall not have any obligation to provide support services to any third parties.
7. Representations, Limited Warranties, and Disclaimer.
a. Representations. Each Party hereby represents and warrants that: (i) it has the full corporate
right, power and authority to enter into this Agreement and to perform the acts required hereunder; and (ii)
the execution of this Agreement by such Party, and the performance by such Party of its obligations and
duties hereunder, do not and will not violate any agreement to which such Party is bound or any obligation
of such Party.
b. Warranties for Professional Services. EUNA warrants that it will perform the Professional
Services:
(i) in accordance with the terms and subject to the conditions set out in the respective
Statement of Work or Order Form and this Agreement;
(ii) using personnel of commercially reasonable skill, experience, and qualifications; and
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(iii) in a timely, workmanlike, and professional manner in accordance with generally
recognized industry standards for similar services.
c. Warranties for the SAAS Offering. EUNA warrants that during the Term, the SAAS Offering
will conform in all material respects to the Documentation when accessed and used in accordance with the
Documentation. EUNA does not make any warranties, representations or guarantees regarding uptime or
availability of the SAAS Offering except to the extent specifically included in the applicable Service Level
Policy.. THE FOREGOING WARRANTIES, REPRESENTATIONS AND GUARANTEES DO NOT
APPLY AND EUNA STRICTLY DISCLAIMS ALL WARRANTIES, REPRESENTATIONS AND
GUARANTEES WITH RESPECT TO ANY THIRD-PARTY PRODUCTS OR ANY FAILURE IN
PERFORMANCE CAUSED BY THIRD -PARTY PRODUCTS.
d. Remedies. EUNA’s sole and exclusive liability and Customer’s sole and exclusive remedy for
breach of the warranties, representations and guarantees in this Agreement shall be as follows:
(i) EUNA shall use reasonable commercial efforts to promptly cure any such breach;
provided, that if EUNA cannot cure such breach within sixty (60) days after Customer’s written notice of
such breach, Customer may, at its option, terminate this Agreement by serving written notice of termination.
(ii) For Professional Services, Customer’s remedy for breach of the foregoing warranties,
representations and guarantees shall be the re-performance of the relevant Professional Services free of
charge to the extent the breach was caused solely by EUNA. The foregoing remedy shall not be available
unless Customer provides written notice of such breach (which notice reasonably describes the breach and
the deficiencies identified by Customer) within thirty (30) days after delivery of such Professional Service
or Deliverable to Customer.
(iii) For any such breach involving a failure to meet the commitments in the Service Level
Policy, EUNA’s sole obligation and Customer’s exclusive remedy shall be for EUNA to perform the
remedies set forth in the Service Level Policy.
e. Disclaimer of Warranties. EXCEPT FOR THE LIMITED WARRANTIES SET FORTH IN
THIS SECTION OF THE AGREEMENT, THE PROFESSIONAL SERVICES, DELIVERABLES, SAAS
OFFERING AND EUNA IP ARE PROVIDED “AS IS” AND EUNA HEREBY DISCLAIMS ALL
WARRANTIES, REPRESENTATIONS AND GUARANTEES WHETHER EXPRESS, IMPLIED,
STATUTORY, OR OTHERWISE. EUNA SPECIFICALLY DISCLAIMS ALL IMPLIED
WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND
NON-INFRINGEMENT, AND ALL WARRANTIES ARISING FROM COURSE OF DEALING,
USAGE, OR TRADE PRACTICE. EXCEPT FOR THE LIMITED WARRANTIES SET FORTH IN THIS
SECTION, EUNA MAKES NO WARRANTY, REPRESENTATION OR GUARANTEE OF ANY KIND
THAT THE PROFESSIONAL SERVICES, DELIVERABLES, EUNA IP, OR ANY PRODUCTS OR
RESULTS OF THE USE THEREOF, WILL MEET CUSTOMER’S, AN AUTHORIZED USER’S, OR
ANY OTHER PERSON’S REQUIREMENTS, OPERATE WITHOUT INTERRUPTION, ACHIEVE
ANY INTENDED RESULT, BE COMPATIBLE OR WORK WITH ANY SOFTWARE, SYSTEM, OR
OTHER PROFESSIONAL, OR BE SECURE, ACCURATE, COMPLETE, FREE OF HARMFUL CODE,
OR ERROR FREE.
8. Intellectual Property.
a. Deliverables. All Intellectual Property Rights in and to the Deliverables except for any
Confidential Information of Customer shall be owned by EUNA. If any derivative work is created by
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Customer from the SaaS Offering EUNA shall own all right, title and interest in and to such derivative
work.
b. SAAS IP and Documentation. Customer acknowledges that, as between Customer and EUNA,
EUNA owns all right, title, and interest, including all Intellectual Property Rights, in and to the SAAS IP
and Documentation and, with respect to Third-Party Products, the applicable third-party providers own all
right, title, and interest, including all Intellectual Property Rights, in and to the Third-Party Products.
c. Customer Data. EUNA acknowledges that, as between EUNA and Customer, Customer either
(i) owns all right, title, and interest, including all Intellectual Property Rights, in and to the Customer Data,
or (ii) has a valid license with the right to sublicense the Customer Data to EUNA as provided herein.
Customer hereby grants to EUNA a non-exclusive, royalty-free, worldwide license to reproduce, distribute,
and otherwise use and display the Customer Data and perform all acts with respect to the Customer Data
as may be necessary for EUNA to provide the SAAS Offering to Customer, and a non-exclusive, perpetual,
irrevocable, royalty-free, worldwide license to reproduce, distribute, modify, and otherwise use and display
Customer Data incorporated within the Aggregated Statistics. Customer represents, warrants and agrees
that: (A) it will comply with applicable Law, including the Laws of the territories and jurisdictions from
which any Customer Data is obtained or pertains, in collecting, using, disclosing, transmitting and in
soliciting the transmission of Customer Data into or with the SAAS Offering as contemplated under this
Agreement; (B) prior to transmitting (or soliciting the transmission of) any Customer Data to EUNA
through the SAAS Offering, Customer shall have all applicable consents and approvals required for the
transmission of such Customer Data to EUNA; and (C) EUNA’s use, storage, disclosure and other
processing of Customer Data in accordance with this Agreement or Customer’s instructions or direction
will not cause EUNA or any of its vendors to violate any applicable Law or infringe the rights of any
individual or third party.
d. Passwords. Customer is responsible for the confidentiality and use of its passwords, other
credentials, and account, and in no event shall EUNA be liable for any loss of information of Customer or
other claims arising from unauthorized access to the SAAS Offering as a result of the failure by Customer
to protect the confidentiality of its passwords, other credentials or account.
e. Prohibited Information. Except as necessary to utilize the SAAS Offering, Customer shall not
transmit, disclose or otherwise provide (or cause or allow to be transmitted or provided to EUNA): (i) health
information, medical information, health insurance card information, policy identification numbers, or any
other information that would cause EUNA to be classified as a “business associate” under the Health
Insurance Portability and Accountability Act of 1996, as amended (“HIPAA”) or similar designation under
other Laws, (ii) information that causes ENUA to be subject to any Laws beyond those Laws generally
applicable to all cloud service providers, (iii) security passwords or credentials, and/or (iv) data revealing
race, ethnicity, political opinions, religion, sexual orientation, philosophical beliefs or trade union
membership or any other information identified under applicable Law as “sensitive information,” “private
information,” or like designation (collectively, “Prohibited Information”). If Customer transmits or
provides to EUNA any Prohibited Information, Customer shall indemnify and hold EUNA harmless from
and against any claims and liability arising from the transmission to EUNA of any Prohibited Information
or any processing of such information by EUNA, and EUNA shall have no liability or obligation whatsoever
with respect to such Prohibited Information or Customer Data provided to EUNA.
f. Feedback. If Customer or any of its employees or contractors provides, sends or transmits any
communications or materials to EUNA by mail, email, telephone, or otherwise, suggesting or
recommending changes to the SAAS Offering, Documentation, Software, Professional Services, or any of
EUNA’s Intellectual Property Rights, including without limitation, the SAAS IP and new features or
functionality relating thereto, or any comments, questions, suggestions, or the like (“Feedback”), EUNA
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is free to use such Feedback irrespective of any other obligation or limitation between the Parties governing
such Feedback. Customer hereby assigns and agrees to assign to EUNA, and will cause its employees,
contractors and/or agents to assign to EUNA, all right, title, and interest in and to the Feedback, including
all Intellectual Property Rights in the Feedback, to EUNA without further consideration. EUNA is free to
use, without any attribution or compensation to any party, any ideas, know-how, concepts, techniques, or
other Intellectual Property Rights contained in the Feedback, for any purpose whatsoever, although EUNA
is not required to use any Feedback.
g. Reservation of Rights. EUNA reserves all rights not expressly granted to Customer in this
Agreement. Except for the limited rights and licenses expressly granted under this Agreement, nothing in
this Agreement grants, by implication, waiver, estoppel, or otherwise, to Customer or any third party any
Intellectual Property Rights or other right, title, or interest in or to the Professional Services or SAAS IP.
9. Confidentiality.
a. Generally. From time to time during the Term, either Party (as the “Disclosing Party”) may
disclose or make available to the other Party (as the “Receiving Party”) Confidential Information.
Confidential Information shall at all times remain the property of the Disclosing Party. The Receiving Party
shall: (A) protect and safeguard the confidentiality of the Disclosing Party’s Confidential Information with
at least the same degree of care as the Receiving Party protects its own Confidential Information, but in no
event with less than a commercially reasonable degree of care; (B) not use the Disclosing Party’s
Confidential Information, or permit it to be accessed or used, for any purpose other than to exercise its
rights or perform its obligations under this Agreement; and (C) except as permitted in this Agreement, not
disclose any such Confidential Information to any person or entity, except to the Receiving Party’s
representatives (including EUNA’s affiliates and third party service providers) who need to know the
Confidential Information to assist the Receiving Party, act on its behalf, or to exercise its rights or perform
its obligations under this Agreement. The obligations in this section do not apply to Confidential
Information that: (i) is or becomes generally available to the public other than as a result of the Receiving
Party’s breach of this Section; (ii) is or becomes available to the Receiving Party on a non-confidential
basis from a third-party source, provided that such third party is not and was not prohibited from disclosing
such Confidential Information; (iii) was in the Receiving Party’s possession prior to the Disclosing Party’s
disclosure hereunder; or (iv) was or is independently developed by the Receiving Party without using any
Confidential Information of the Disclosing Party.
b. Permitted Disclosures. Notwithstanding the foregoing, each Party may disclose Confidential
Information to the limited extent required to establish a Party’s rights under this Agreement, including to
make required court filings. If a Receiving Party is faced with judicial or governmental action to disclose
Confidential Information of the Disclosing Party, the Receiving Party must, if legally permissible, notify
the Disclosing Party forthwith and, at the Disclosing Party's request, provide reasonable assistance in
opposing such action at the Disclosing Party’s cost and expense. Notwithstanding anything herein, the
parties acknowledge that all materials provided or produced under this Agreement may be subject to the
Colorado Open Records Act, C.R.S. § 24-72-201 et seq. (“CORA), and that the release of Confidential
Information in compliance with those acts will not constitute a breach or threatened breach of this
Agreement. In the event any records are requested through the Colorado Open Records Act which would
include Confidential Information, the Customer will provide notice to EUNA as soon as feasible.
c. Destruction. On the expiration or termination of the Agreement, the Receiving Party shall
promptly destroy all copies of the Disclosing Party’s Confidential Information in its possession or control
and upon request certify in writing to the Disclosing Party that such Confidential Information has been
destroyed, provided, however, that a Receiving Party may retain Confidential Information relevant to any
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pending or threatened litigation or governmental investigation and EUNA may retain Customer’s
Confidential Information in accordance with its information retention policies and Section 15.a, below.
d. Irreparable Harm. Each Party acknowledges that Confidential Information may constitute
unique, valuable, proprietary and trade secret information of the Disclosing Party, and that unauthorized
disclosure thereof by the Receiving Party may cause irreparable injury to the Disclosing Party. Accordingly,
each Party acknowledges and agrees that monetary damages may not be adequate in the event of a default
of this Article 9 and, therefore, that the Disclosing Party may be entitled to injunctive or other affirmative
relief, without such constituting an election of remedies, and that the Disclosing Party will not be required
to obtain, furnish or post any bond or similar instrument in connection with or as a condition to obtaining
any remedy referred to in this Article 9, and each Party irrevocably waives any right it may have to require
the obtaining, furnishing or posting of any such bond or similar instrument.
e. Duration. Each Party’s obligations of non-disclosure with regard to Confidential Information
are effective as of the Effective Date and will expire five years from the date first disclosed to the Receiving
Party; provided, however, with respect to any Confidential Information that constitutes a trade secret (as
determined under applicable Law), such obligations of non-disclosure will survive the termination or
expiration of this Agreement for as long as such Confidential Information remains subject to trade secret
protection under applicable Law.
10. Term, Termination, and Survival.
a. Term. The term of this Agreement (the “Term”) commences on the Effective Date of this
Agreement and will continue in effect for as long as there is an outstanding Order Form in place. Each
Order Form will continue for the applicable term listed in such Order Form until terminated by either Party
in accordance with this Agreement. The termination or expiration of an Order Form will not affect or
otherwise terminate this Agreement or any other Order Form covering other products or services in effect
at such time.
b. User Subscriptions. All user subscriptions in an Order Form shall automatically renew for
additional one-year at the end of the then current subscription term listed on the Order Form, unless the
Customer gives the other notice of non-renewal at least thirty (30) days before the end of the relevant
subscription term. The per-unit pricing during any such renewal term of the subscription shall be the same
as that during the prior term unless EUNA gives written notice of a pricing increase at least thirty (30) days
before the end of such prior term, in which case the pricing increase shall be effective upon renewal and
thereafter.
c. Termination for Convenience. Customer may terminate this Agreement without cause by
giving sixty (60) days advance written notice to EUNA of its election to terminate this Agreement pursuant
to this provision. In the event of such termination, Customer agrees to pay a “SaaS Recovery Amount”
equivalent to 50% of the subscription fees for the remainder of the initial term of the Order Form.
d. Termination for Cause. In addition to any other express termination right set forth in this
Agreement:
(i) either Party may terminate this Agreement, effective on written notice to the other Party,
if the other Party materially breaches this Agreement, and such breach: (A) is incapable of cure; or (B)
being capable of cure, remains uncured thirty (30) days after the non-breaching Party provides the breaching
Party with written notice of such breach; or
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(ii) either Party may terminate this Agreement, effective immediately upon written notice to
the other Party, if the other Party: (A) becomes insolvent or is generally unable to pay, or fails to pay, its
debts as they become due; (B) files or has filed against it, a petition for voluntary or involuntary bankruptcy
or otherwise becomes subject, voluntarily or involuntarily, to any proceeding under any domestic or foreign
bankruptcy or insolvency Law; (C) makes or seeks to make a general assignment for the benefit of its
creditors; or (D) applies for or has appointed a receiver, trustee, custodian, or similar agent appointed by
order of any court of competent jurisdiction to take charge of or sell any material portion of its property or
business.
e. Effect of Expiration or Termination. Upon expiration or earlier termination of this Agreement,
EUNA will immediately cease providing any Professional Services and Customer shall immediately
discontinue use of the SAAS Offering. No expiration or termination will affect Customer’s obligation to
pay all Fees that may have become due before such expiration or termination or entitle Customer to any
refund.
f. Non-Appropriation. In the event Customer is not granted an appropriation of funds at any time
during the Term, Customer shall have the right to terminate this Agreement on the last day of the fiscal
period for which appropriations were received without penalty or expense to Customer, except as to the
portion of the payments for which fund shall have been appropriated and budgeted. Notwithstanding
anything to the contrary contained in this Agreement, Customer shall have no obligations under this
Agreement after, nor shall any payments be made to EUNA in respect of any period after December 31 of
any year, without an appropriation thereof by Customer in accordance with a budget adopted by the Eagle
County Board of County Commissioners in accordance with Article 25, title 30 of the Colorado Revised
Statutes, the Local Government Budget Law (C.R.S. § 29-1-101 et seq.) and the TABOR Amendment
(Colorado Constitution, Article X, Sec. 20).
g. Survival. Sections 3.g, 4, 5, 7, 8, 9, 10, 11, 12, and 14-34 survive any termination or expiration
of this Agreement. No other provisions of this Agreement survive the expiration or earlier termination of
this Agreement.
11. Indemnification.
a. EUNA Indemnification.
(i) EUNA SHALL INDEMNIFY, DEFEND, AND HOLD HARMLESS CUSTOMER
FROM AND AGAINST ANY AND ALL LOSSES, DAMAGES, LIABILITIES, COSTS (INCLUDING
REASONABLE ATTORNEYS’ FEES) (“LOSSES”) INCURRED BY CUSTOMER RESULTING
FROM ANY THIRD-PARTY CLAIM, SUIT, ACTION, OR PROCEEDING (“THIRD-PARTY
CLAIM”) THAT THE SAAS OFFERING OR PROFESSIONAL SERVICES, OR ANY USE OF THE
SAAS OFFERING OR PROFESSIONAL SERVICES IN ACCORDANCE WITH THIS AGREEMENT,
INFRINGES OR MISAPPROPRIATES SUCH THIRD PARTY’S INTELLECTUAL PROPERTY
RIGHTS, PROVIDED THAT CUSTOMER PROMPTLY NOTIFIES EUNA IN WRITING OF SUCH
THIRD-PARTY CLAIM, COOPERATES WITH EUNA, AND ALLOWS EUNA SOLE AUTHORITY
TO CONTROL THE DEFENSE AND SETTLEMENT OF SUCH THIRD-PARTY CLAIM.
(ii) If a Third-Party Claim is made or appears possible, Customer agrees to permit EUNA, at
EUNA’s sole discretion, to (A) modify or replace the SAAS Offering or Professional Services or
component or part thereof, to make it non-infringing, (B) obtain the right for Customer to continue use, or
(C) terminate the license for the SAAS Offering and Professional Services and provide a pro rata refund to
Customer. If EUNA determines that none of these alternatives is reasonably available, EUNA may
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terminate this Agreement, in its entirety or with respect to the affected component or part, effective
immediately on written notice to Customer.
(iii) This Section will not apply to the extent that the alleged infringement arises from: (A) use
of the SAAS Offering or Professional Services in combination with data, software, hardware, equipment,
or technology not provided by EUNA or authorized by EUNA in writing; (B) modifications to the SAAS
Offering or Professional Services not made by EUNA; or (C) Customer Data; or (D) Third-Party Products.
b. Customer Indemnification. CUSTOMER SHALL INDEMNIFY, HOLD HARMLESS, AND,
AT EUNA’S OPTION, DEFEND EUNA AND ITS AFFILIATES, AND THEIR RESPECTIVE
INVESTORS, DIRECTORS, OFFICERS, EMPLOYEES AND AGENTS (COLLECTIVELY, THE
“EUNA GROUP”) FROM AND AGAINST ANY LOSSES RESULTING FROM ANY THIRD-PARTY
CLAIM (I) THAT THE CUSTOMER DATA, OR ANY USE OF THE CUSTOMER DATA IN
ACCORDANCE WITH THIS AGREEMENT, INFRINGES, VIOLATES OR MISAPPROPRIATES
SUCH THIRD PARTY’S INTELLECTUAL PROPERTY RIGHTS OR ANY LAW, OR (II) BASED ON
CUSTOMER’S OR ANY AUTHORIZED USER’S (A) NEGLIGENCE OR WILLFUL MISCONDUCT;
(B) USE OF THE SERVICES OR SAAS OFFERING IN A MANNER NOT AUTHORIZED BY THIS
AGREEMENT; (C) USE OF THE SERVICES OR SAAS OFFERING IN COMBINATION WITH DATA,
SOFTWARE, HARDWARE, EQUIPMENT, OR TECHNOLOGY NOT PROVIDED BY EUNA OR
AUTHORIZED BY EUNA IN WRITING; OR (D) MODIFICATIONS TO THE PROFESSIONAL
SERVICES OR SAAS OFFERING NOT MADE BY EUNA, PROVIDED THAT CUSTOMER MAY
NOT SETTLE ANY THIRD-PARTY CLAIM AGAINST ANY OF THE EUNA GROUP UNLESS EUNA
CONSENTS TO SUCH SETTLEMENT, AND FURTHER PROVIDED THAT EUNA WILL HAVE THE
RIGHT, AT ITS OPTION, TO DEFEND THE EUNA GROUP AGAINST ANY SUCH THIRD-PARTY
CLAIM OR TO PARTICIPATE IN THE DEFENSE THEREOF BY COUNSEL OF ITS OWN CHOICE.
c. Sole Remedy. THIS SECTION SETS FORTH CUSTOMER’S SOLE REMEDIES AND
EUNA’S SOLE LIABILITY AND OBLIGATION FOR ANY ACTUAL, THREATENED, OR
ALLEGED CLAIMS THAT THE PROFESSIONAL SERVICES OR SAAS OFFERING INFRINGES,
MISAPPROPRIATES, OR OTHERWISE VIOLATES ANY INTELLECTUAL PROPERTY RIGHTS OF
ANY THIRD PARTY.
12. Limitation of Liability.
a. TO THE EXTENT PERMITTED BY LAW, IN NO EVENT SHALL EITHER PARTY BE
LIABLE FOR ANY LOSS OF USE, REVENUE, OR PROFIT OR LOSS OF DATA OR DIMINUTION
IN VALUE, OR FOR ANY CONSEQUENTIAL, INCIDENTAL, INDIRECT, EXEMPLARY, SPECIAL,
OR PUNITIVE DAMAGES WHETHER ARISING OUT OF BREACH OF CONTRACT, TORT
(INCLUDING NEGLIGENCE), OR OTHERWISE, REGARDLESS OF WHETHER SUCH DAMAGE
WAS FORESEEABLE AND WHETHER OR NOT THE PARTY HAS BEEN ADVISED OF THE
POSSIBILITY OF SUCH DAMAGES, AND NOTWITHSTANDING THE FAILURE OF ANY
AGREED OR OTHER REMEDY OF ITS ESSENTIAL PURPOSE.
b. IN NO EVENT SHALL EUNAS AGGREGATE LIABILITY ARISING OUT OF OR
RELATED TO THIS AGREEMENT, WHETHER ARISING OUT OF OR RELATED TO BREACH OF
CONTRACT, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE, EXCEED TWO TIMES (2X)
THE AGGREGATE AMOUNTS PAID OR PAYABLE TO EUNA PURSUANT TO THE APPLICABLE
ORDER FORM.
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c. UNDER NO CIRCUMSTANCES SHALL EUNA HAVE ANY LIABILITY OR
RESPONSIBILITY FOR THE ACCURACY OF ANY CUSTOMER DATA THAT IS INPUTTED INTO
THE SAAS OFFERING.
13. Press Release. The Parties may issue a joint press release announcing the launch of the SAAS
Offering and Customer’s use thereof. Such press releases shall be subject to Customer’s approval.
Additionally, during the Term, EUNA may list Customer as a customer of EUNA, and Customer grants
EUNA a non-exclusive, royalty-free, worldwide license to use any trademarks, service marks, or trade
names of Customer in order to display such marks on EUNA’s website and marketing materials.
14. Information Security. Each Party will maintain reasonable administrative, technical and physical
safeguards which are consistent with industry standards to protect the security, confidentiality and integrity
of, and to protect against threats or hazards to the integrity of, and the unlawful, intentional, unauthorized
or accidental destruction, loss, alteration, theft, misappropriation, disclosure, access or use of the other
Party’s Confidential Information, Intellectual Property, and, (i) in the case of EUNA, the Customer Data,
and (ii) in the case of Customer, the SAAS IP.
15. Export of Data.
a. Customer Data. Upon termination, cancellation, expiration, or other conclusion of this
Agreement, Customer may request that EUNA remove Customer Data from EUNA’s production systems.
Customer acknowledges that as part of a commercially reasonable backup strategy, EUNA does maintain
long term archival backups that may continue to contain Customer Data after termination of this Agreement.
EUNA agrees not to utilize such archival backups for the specific purpose of accessing Customer Data after
termination of this Agreement, unless specifically authorized to do so by Customer.
b. Data Extraction. During the Term of this Agreement, Customer may utilize the standard
functionality of the SAAS Offering for its intended purpose, including the ability to download data and
copies of documents loaded into or generated by the SAAS Offering. Customer shall have the right to
retain a copy of all downloaded documents. During the Term of and within thirty (30) days following
termination of this Agreement, Customer may request EUNA to provide consulting services to Customer
in order to perform a custom extract of Customer data from the SAAS Offering. EUNA will provide the
requested consulting services for an hourly rate set forth in the Order Form or Statement of Work. Custom
data extracts will be provided electronically in a text delimited flat file format (or other mutually acceptable
format) and will be scrubbed of all EUNA proprietary data structures. Customer and EUNA will work
together to determine a list of the specific data elements to be provided, at which point EUNA will provide
an estimate of the time required to extract the data. Once the estimate has been provided, if Customer
wishes EUNA to proceed with the data extract, Customer will make a mobilization payment of fifty percent
(50%) of the estimated amount to EUNA. After receipt of this payment, EUNA will then have thirty (30)
days to deliver the data extracts to Customer. Customer shall have thirty (30) days upon receipt of the data
to review for acceptance. Upon acceptance, EUNA will provide Customer with a final accounting of hours
and Customer shall be responsible for payment of the additional consulting fees.
16. Authorized Reseller Status; Option to Purchase Affiliate Products. GTY Technology Holdings
Inc. dba Euna Solutions (“Euna”) is the parent company to multiple other SaaS companies (such
subsidiaries, “Affiliates”). These products and services may vary during the Term, but generally include,
but are not limited to, software-as-a-service technology for the procurement and vendor supplier sourcing
industry, digital services and payment technology through a software-as-a-service platform, software
solutions for grants management and indirect cost reimbursement and related implementation and
consulting services, software tools to streamline permitting and licensing services, and additional web-
based budgeting preparation, performance, management and data visualization solutions (“Affiliate
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Products”). As of the Effective Date, Affiliates include Questica Ltd., eCivis Inc., Ion Wave Technologies,
LLC, DemandStar Corporation, Open Counter Enterprise Inc., Sherpa Government Solutions LLC,
CityBase Inc., and GTY Software Inc. in Canada. In addition to the products and services that are the
subject of this Agreement, Customer has the option to purchase from either Euna, as an authorized reseller,
or Affiliates, the Affiliate Products on same terms of the Agreement. Notwithstanding the foregoing,
Customer understands that different order forms, statement of work(s), and product specific service level
agreements may apply. Customer will be provided the Affiliate’s additional product terms and will have
the opportunity to review and consent to such terms.
17. Entire Agreement. This Agreement, including and together with the Order Form referencing this
SAAS and Services Agreement, and any Statements of Work, policies, and other documents referenced and
incorporated herein or in the Order Form, constitutes the sole and entire agreement of the Parties with
respect to the subject matter contained herein, and supersedes all prior and contemporaneous
understandings, agreements, representations and warranties, both written and oral, regarding such subject
matter. The Parties acknowledge and agree that if there is any conflict between the terms and conditions of
this Agreement and the terms and conditions of any Order Form, the Order Form followed by the Service
Level Policy shall supersede and control. To the extent the Order Form links to legal terms other than this
SAAS and Services Agreement or a Statement of Work, those terms shall not apply.
18. Notices. All notices, requests, consents, claims, demands, waivers and other communications under
this Agreement must be in writing and addressed to the other Party at its address in the Order Form (or to
such other address that the receiving Party may designate from time to time in accordance with this Section).
For Notices to EUNA, legal@eunasolutions.com shall be sent a courtesy email notification. Unless
otherwise agreed herein, all Notices must be delivered by personal delivery, nationally recognized overnight
courier or certified or registered mail (in each case, return receipt requested, postage prepaid). Except as
otherwise provided in this Agreement, a Notice is effective only (a) on receipt by the receiving Party; and
(b) if the Party giving the Notice has complied with the requirements of this Section.
19. Severability. If any term or provision of this Agreement is found by a court of competent
jurisdiction to be invalid, illegal or unenforceable in any jurisdiction, such invalidity, illegality or
unenforceability shall not affect any other term or provision of this Agreement or invalidate or render
unenforceable such term or provision in any other jurisdiction. Upon a determination that any term or
provision is invalid, illegal or unenforceable, the court may modify this Agreement to effect the original
intent of the Parties as closely as possible in order that the transactions contemplated hereby be
consummated as originally contemplated to the greatest extent possible.
20. Amendments. No amendment to or modification of this Agreement is effective unless it is in
writing and signed by an authorized representative of each Party.
21. Waiver. No waiver by any Party of any of the provisions of this Agreement shall be effective unless
explicitly set forth in writing and signed by the Party so waiving. Except as otherwise set forth in this
Agreement, no failure to exercise, or delay in exercising, any right, remedy, power or privilege arising from
this Agreement shall operate or be construed as a waiver thereof, nor shall any single or partial exercise of
any right, remedy, power or privilege hereunder preclude any other or further exercise thereof or the
exercise of any other right, remedy, power or privilege.
22. Assignment. Neither Party shall assign, transfer, delegate or subcontract any of its rights or delegate
any of its obligations under this Agreement without the prior written consent of the other Party. Any
purported assignment or delegation in violation of this Section shall be null and void. No assignment or
delegation shall relieve Customer of any of its obligations under this Agreement. Notwithstanding the
foregoing, EUNA may assign this Agreement and any of its rights or delegate any of its obligations to any
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affiliate, subsidiary, or to any person acquiring all or substantially all of EUNA’s assets without Customer’s
consent.
23. Successors and Assigns. This Agreement is binding on and inures to the benefit of the Parties to
this Agreement and their respective permitted successors and permitted assigns.
24. Relationship of the Parties. The relationship between the Parties is that of independent contractors.
The details of the method and manner for performance of the Services by EUNA shall be under its own
control, Customer being interested only in the results thereof. EUNA shall be solely responsible for
supervising, controlling, and directing the details and manner of the completion of the Professional Services
and the provision of the SAAS Offering. Nothing in this Agreement shall give Customer the right to instruct,
supervise, control, or direct the details and manner of the completion of the Professional Services or the
provision of the SAAS Offering. Nothing contained in this Agreement shall be construed as creating any
agency, partnership, joint venture or other form of joint enterprise, employment or fiduciary relationship
between the Parties, and neither Party shall have authority to contract for or bind the other Party in any
manner whatsoever.
25. No Third-Party Beneficiaries. This Agreement benefits solely the Parties to this Agreement and
their respective permitted successors and assigns and nothing in this Agreement, express or implied, confers
on any other person any legal or equitable right, benefit, or remedy of any nature whatsoever under or by
reason of this Agreement.
26. Choice of Law. This Agreement and all related documents, and all matters arising out of or relating
to this Agreement, whether sounding in contract, tort, or statute are governed by, and construed in
accordance with, the Laws of the State of Colorado, United States of America.
27. Choice of Forum. Each Party irrevocably and unconditionally agrees that it will not commence any
action, litigation or proceeding of any kind whatsoever against the other Party in any way arising from or
relating to this Agreement, including all exhibits, schedules, attachments and appendices attached to this
Agreement, and all contemplated transactions, including contract, equity, tort, fraud and statutory claims,
in any forum other than the District Court for Eagle County, Colorado, and any appellate court from any
thereof. Each Party irrevocably and unconditionally submits to the exclusive jurisdiction of such courts and
agrees to bring any such action, litigation or proceeding only in the courts of the State of Colorado. Each
Party agrees that a final judgment in any such action, litigation, or proceeding is conclusive and may be
enforced in other jurisdictions by suit on the judgment or in any other manner provided by law.
28. Export Regulation. Customer shall comply with all applicable Laws, and complete all required
undertakings (including obtaining any necessary export license or other governmental approval), that
prohibit or restrict the export or re-export of the SAAS Offering or any Customer Data outside the US.
29. WAIVER OF JURY TRIAL. EACH PARTY ACKNOWLEDGES THAT ANY CONTROVERSY
THAT MAY ARISE UNDER THIS AGREEMEN IS LIKELY TO INVOLVE COMPLICATED AND
DIFFICULT ISSUES AND, THEREFORE, EACH SUCH PARTY IRREVOCABLY AND
UNCONDITIONALLY WAIVES ANY RIGHT IT MAY HAVE TO A TRIAL BY JURY IN RESPECT
OF ANY LEGAL ACTION ARISING OUT OF OR RELATING TO THIS AGREEMENT OR THE
TRANSACTIONS CONTEMPLATED HEREBY.
30. Counterparts. This Agreement may be executed in counterparts, each of which is deemed an
original, but all of which together are deemed to be one and the same agreement. A signed copy of this
Agreement delivered by facsimile, email, or other means of electronic transmission is deemed to have the
same legal effect as delivery of an original signed copy of this Agreement.
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31. Force Majeure. “Force Majeure Events” means events beyond a Party’s reasonable control,
including without limitation acts of nature, labor disputes, the stability or availability of the Internet or a
portion thereof, actions by a governmental authority (such as a moratorium on any activities related to this
Agreement or changes in Laws), telecommunication or Internet network failures or brown-outs, failures or
unavailability of third party systems, networks or software, flood, earthquake, fire, lightning, epidemics,
war, acts of terrorism, riots, civil disturbances, sabotage, power grid failures, and denial of service attacks
and other hacking attacks. Neither Party shall be liable for any loss, damage or penalty resulting from delays
or failures in performance resulting from Force Majeure Events (except for any obligations of Customer to
make payments to EUNA hereunder). The Party affected by the Force Majeure Event will promptly notify
the other Party and will resume performance when the Force Majeure Event is no longer effective and the
impact has been remediated.
32. Equitable Relief. Each Party acknowledges and agrees that a breach or threatened breach by such
Party of any of its obligations would cause the other Party irreparable harm for which monetary damages
would not be an adequate remedy and agrees that, in the event of such breach or threatened breach, the
other Party will be entitled to equitable relief, including a restraining order, an injunction, specific
performance, and any other relief that may be available from any court, without any requirement to post a
bond or other security, or to prove actual damages or that monetary damages are not an adequate remedy.
Such remedies are not exclusive and are in addition to all other remedies that may be available at law, in
equity, or otherwise.
33. Government Use. The SAAS Offering, Documentation are “commercial items” as that term is
defined in FAR 2.101, consisting of “commercial computer software” and “commercial computer software
documentation,” respectively, as such terms are used in FAR 12.212 and DFARS 227.7202. If the SAAS
Offering or Documentation are being acquired by or on behalf of the U.S. Government, then, as provided
in FAR 12.212 and DFARS 227.7202-1 through 227.7202-4, as applicable, the U.S. Government’s rights
in the foregoing will be only those specified in this Agreement. Customer’s rights in the SAAS Offering
and Documentation are limited to those expressly granted in Section 3.
34. Cooperative Statement. Other government organizations and educational or health care institutions
may elect to participate in this Agreement (piggyback) at their discretion provided EUNA also agrees to do
so in writing.
35. Insurance. EUNA agrees to provide and maintain at EUNA’s sole cost and expense, the following
insurance coverage with limits of liability not less than those stated below:
a. Types of Insurance.
(i) Workers’ Compensation insurance as required by law.
(ii) Auto coverage with limits of liability not less than $1,000,000 each accident combined
bodily injury and property damage liability insurance, including coverage for owned, hired, and non-owned
vehicles.
(iii) Commercial General Liability coverage to include premises and operations,
personal/advertising injury, products/completed operations, broad form property damage with limits of
liability not less than $1,000,000 per occurrence and $1,000,000 aggregate limits.
(iv) Professional Liability (Errors and Omissions) including Cyber Liability with prior acts
coverage for all deliverables, Services and additional services required hereunder, in a form and with insurer
or insurers satisfactory to County, with limits of liability of not less than $3,000,000 per claim and
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$3,000,000 in the aggregate. The insurance shall provide coverage for (i) liability arising from theft,
dissemination and/or use of confidential information stored or transmitted in electronic form; (ii) Network
Security Liability arising from unauthorized access to, use of or tampering with computer systems including
hacker attacks, inability of an authorized third party to gain access to your Software or Services including
denial of access or Services unless caused by a mechanical or electrical failure; (iii) liability arising from
the introduction of a computer virus into, or otherwise causing damage to, County or a third person’s
computer, computer system, network or similar computer related property and the data, software and
programs thereon.
(v) Crime Coverage shall include employee dishonesty, forgery or alteration and computer
fraud. If Consultant is physically located on County premises, third party fidelity coverage extension shall
apply. The policy shall include coverage for all directors, officers and employees of EUNA. The bond or
policy shall include coverage for extended theft and mysterious disappearance. The bond or policy shall
not contain a condition requiring an arrest or conversion. Limits shall be a minimum of $1,000,000 per
loss.
b. Other Requirements.
(i) The automobile and commercial general liability coverage shall be endorsed to include
Eagle County, its associated or affiliated entities, its successors and assigns, elected officials, employees,
agents and volunteers as additional insureds. A certificate of insurance consistent with the foregoing
requirements is attached hereto as Exhibit D.
(ii) EUNA’s certificates of insurance shall include subcontractors, if any as additional insureds
under its policies or EUNA shall furnish to County separate certificates and endorsements for each
subcontractor.
(iii) The insurance provisions of this Agreement shall survive expiration or termination hereof.
(iv) The parties hereto understand and agree that Customer is relying on, and does not waive
or intend to waive by any provision of this Agreement, the monetary limitations or rights, immunities and
protections provided by the Colorado Governmental Immunity Act, as from time to time amended, or
otherwise available to County, its affiliated entities, successors or assigns, its elected officials, employees,
agents and volunteers.
(v) EUNA is not entitled to workers’ compensation benefits except as provided by EUNA, nor
to unemployment insurance benefits unless unemployment compensation coverage is provided by EUNA
or some other entity. EUNA is obligated to pay all federal and state income tax on any moneys paid
pursuant to this Agreement.
[signature page follows]
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The Parties have caused this Agreement to be executed by their duly authorized representatives as of the
Effective Date.
Eagle County, CO
By_____________________
Name:
Title:
Questica LTD.
By_____________________
Name:
Title:
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Sales Director, Budget
Wes Van de Polder
Jeff Shroll
County Manager
EXHIBIT A
Initial Order Form
Quotation ID#: Eagle County CO – July 16, 2024
Description Qty. Amount
Questica Budget Software Framework
Operating Module License Seats – Unlimited Included
Personnel Module License Seats – Unlimited Included
Capital Module License Seats Not included
Unlimited Read-Only Licenses Included
Performance Measures Included
Allocations Included
Statistical Ledger Included
OpenBook Transparency Software Included
Budget Book Studio Software Included
Questica Annual Software Subscription Year 1:
$66,000.00
(including software, maintenance, support, and hosting)
Questica Professional Services (Per Statement of Work)
Design, Analysis, Configuration Included
Project Management Included
Data Load & Verify Included
Installation Included
Training Included
Single Sign-on Included
Performance Measures Implementation Not Included
Operating Integrations (3): Budget Export, Amended Budget Export, Actuals Import Included
Personnel Integrations (2): Payroll Actuals Import, HR Data Sync Included
OpenBook Transparency Professional Services Included
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Budget Book Studio Professional Services (Up to 40 hours) Included
Total Questica Professional Services:
$40,600.00
(one-time fee)
GRAND TOTAL (Year 1) $106,600.00
PRICING NOTES
Quotation ID#: Eagle County CO – July 16, 2024
Pricing valid though: September 16, 2024
Questica annual subscription is based on a 5-year term
Questica will apply a 3% inflationary increase beginning in year 2
Questica Annual Fees
Year 1 $106,600.00
Year 2 $67,980.00
Year 3 $70,019.40
Year 4 $72,119.98
Year 5 $74,283.58
Total $391,002.96
Above pricing in USD. Applicable Taxes Extra. Pricing is not applicable in response to a formal RFP Process.
Terms of Payment
Software:
100% upon Contract Effective Date (Net 30)
Year 2 due 365 days from Contract Effective Date and annually thereafter
Professional Services:
25% due the earlier of software installation or 30 days from Contract Effective Date
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25% due the earlier of historical (Operating) budget available for validation or 60 days from Contract
Effective Date
25% due the earlier of (Operating) actuals import integration configuration created & tested or 90 days
from Contract Effective Date
25% due the earlier of completion of training or 120 days from Contract Effective Date
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EXHIBIT B
STATEMENT OF WORK
Questica Budget Implementation for
Eagle County CO
1. General
1.1. Shared Responsibility
Questica and The Customer agree that the implementation of Questica Budget is a shared responsibility,
and that they will employ their best efforts to complete their agreed tasks on a timely basis. Neither Questica
nor The Customer is expected to have resources available to mitigate timeframe slippage caused by the
other party, and neither shall have an obligation to do so.
1.2. General Clarification
Initial Data Load
“Data import”, “import workbooks”, and “initial data load” are synonymous terms referring to the initial
migration of data from The Customer's existing systems into Questica Budget.
Where this initial data load is to be p erformed by Questica, the data shall be returned to Questica in Excel
workbooks. Questica's Project Manager will provide blank workbooks for this purpose as an output of initial
discovery meetings. These are adapted from standard templates to use The Customer's terminology and to
incorporate all elements of The Customer's chart of accounts, other data entities, and columns within those
data entities. Such data provided must be “clean”, consistent, and complete. The Questica PM is not
responsible for cleanin g data and will not repeatedly load data in order to repair issues and/or add missing
information.
The Customer can use the software's user interface or Questica Budget's Excel® export/import feature to
further amend and maintain data, or to load data where this is a customer task.
For example, where Questica's work to load prior year data may be limited to a specific number of years in
order to reduce implementation cost, there is no system limit to the number of prior years that the customer
can load using Excel® export/import.
Data Model
The Questica Budget system is a relational database built on a standard data model. Using the system's
user interface, this data model may be enhanced to mirror The Customer's data structures, notably the chart
of accounts that is unique to The Customer's institution. While all of the standard tables ('entities') must be
retained, the following points are held to be true:
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• Any of the standard entities may be renamed to match The Customer's terminology;
• Out -of-the -box entities may be ignored, or in some cases filled with place -holder data, if not useful;
• There is a defined, immutable, relationship between certain entities - for example Costing Centers
(Operating) and Projects (Capital) roll up to a single Department, each in turn rolling up to a single Division;
• The GL Account/Account Category, Division/Department, Fund Category/Fund, and Asset Category/Asset
Type structures must be consistent across all years and across the modules (Operating, Personnel, Capital,
Financial Statements, and Performance);
• GL Account Categories must be categorized as containing either a revenue or expenditure accounts
(accommodation is made for other account types in the Financial Statements module);
• Questica Budget enacts data integrity through the use of relational data structures. Data structures which
do not follow accepted data principles (for example, re -using GL Accounts/Object Codes to mean different
things to different Departments) can typically be accommodated but is not guaranteed and such
accommodation can extend the import timeframe;
• A list of the standard entities and their relationship is available upon request.
Integrations
“Integration” as used in this Scope of Work refers to the automation of data exchange between Questica
Budget and 3rd party systems. For each of the integrations in scope, Questica shall be responsible for:
• Configuring data transformations, as described by The Customer during the implementation.
• Providing the software interface into Questica Budget, and the operational infrastructure required to
manage the integration, as well as the operational infrastructure required to manage the integration (e.g.
FTP s e rve r).
Questica does not offer services to build the 3rd party system end of integrations. The Customer is
responsible for creating data sources and destinations within their 3rd party systems, either through their IT
team or through their system’s integrator. Such data sources and destinations may be database queries ,
delimited files, and/ or web services.
The Customer is advised that in a “cloud” environment, Questica is unlikely to be granted the local network
access to The Customer's other enterprise systems for a direct database-to-database integration. The most
likely mode of integration will be exchange of formatted text (.CSV) files transmitted using secure FTP (SFTP
or FTPS). Integration via web services may be possible where the 3rd party system provides a web services
interface that provides/accepts data required by The Customer. It will be The Customer's responsibility to
create or cause to be created the necessary file transfer mechanism on their side of the transfer; and to
ensure that the 3rd party system's integration components are available, including web services where
used.
For all integrations in scope, the following are held to be true except where specifically listed as a
customization:
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
• Records being copied into Questica Budget require a unique key to unambiguously match incoming data
with pre -existing records. This key may be a single field value (e.g. Object Code) or a combination of multiple
values (e.g. Position+Employee Number). An exception report is provided for data elements which cannot be
thus matched.
• While it is likely that Questica Budget can accommodate any chart of account segments (“chart fields”),
and Questica shall accommodate reasonable requests for mapping chart fields to accommodate situations
such as legacy account structures, the encoding and decoding of arbitrary structures and mappings (those
which cannot be logically described) is not in -scope.
• Questica Budget integrations do not include the synchronization of chart of account strings, segments, or
combinations, which is to say that the list of funds, GL accounts, costing Active, and projects, etc. is not
automatically updated from the general ledger or other external system.
• Each distinct data source and/or output file is considered one point of integration. For example, if
Stat istical Actuals are required from multiple data sources, Questica will need to configure one integration
for each data source and a single Statistical Actuals integration will be insufficient.
• Filtering is coded into the integration and there is no custom user interface for the selective export of
sections of the budget except to choose a budget year, or in the case of Actuals imports the date range.
• Standard budget export integrations, where in scope, do not have the ability to export only changes since
the last export. The entire budget is exported each time. A budget amendment export integration is required
in order to export selected parts of the budget, such as changes since the last export.
• Amended budget export integrations, where in scope, will be either export individual amendments as
created, or export the batch of amendments since the last export, or import amendments from the general
ledger system as read-only budget lines. Which of these options is used is a detail determined during the
implementation, but each amendment integration will only work in one of these modes.
• Actuals Import integrations cannot be used to amend the budget.
Customizations
Customizations include custom business rules, modifiers, user interface (grids, forms, etc.), non-standard
integrations, hand-crafted reports, and ad hoc entities. They are all detailed in section “2.11.
Customizations” of this Scope of Work document. Sections prior to “2.11. Customizations” detail the delivery
of standard product functionality and services.
2. Scope of Work
In the Scope of Work tables, entries in the column headed “Scope of Work” are defined as follows:
Entry Meaning
In scope The task or function is within the scope of work to be undertaken by Questica professional
services. There may be additional refinement of the scope.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Customer
task
The task or function is not within the scope of work to be undertaken by Questica
professional services, but will be undertaken by The Customer, with such help from Ques tica
as is detailed in the item description. There may be additional information qualifying this.
Not in scope The task or function is not within the scope of work to be undertaken by Questica
professional services, nor will it be undertaken by The Customer.
2.1. Questica Budget Configuration & Shared Components
Functional Area Description Scope of Work
Production System Hosting of the single production instance of the
Questica Budget system.
Note that in addition to the hosted production
system, The Customer must provide user
workstation environments as follows:
• A web browser: supported browsers - Microsoft
Edge, Firefox latest release, Chrome latest release;
• Microsoft .NET Runtime 4.68 installed;
• Microsoft Excel® 2007 or newer (if spreadsheet
export/import feature is required, and/or saving
reports as Excel is required);
• Microsoft Word® 2007 or newer (if scheduled
reporting and/or saving reports as Word is required);
• Microsoft's freely available desktop version of
Report Builder installed (if self-serve report
authoring is required from browsers other than
Internet Explorer or Edge) - note that Microsoft have
rebranded this "Power BI Report Builder".
In scope
As per hosting agreement.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Sandbox System(s) Sandboxes are hosted for The Customer's
development/test/QA/training needs. They are
refreshed on demand by administrative users from
within the application and are a clone of the
production database. Integrations are not enabled
by default and single sign-on (SSO) may need to be
configured for sandboxes.
Questica reserves the right to remove dormant
sandboxes, but these can be recreated by The
Customer as needed.
In scope:
A single sandbox.
RoSA (Read -only SQL
Access)
RoSA is an optional service giving The Customer's IT
team read-only access to a password protected copy
of the database. It uses Microsoft Azure geo-
replication to replicate in near real-time and is
accessible using ODBC. Note: Questica is not able to
add The Customer's own code or other objects
(views, functions, stored procedures) to this
database.
Not in scope
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Project Management
& An a lys is
Questica will assign an Implementation Manager
(“PM”) to lead this implementation on Questica's
behalf. The role and responsibility of the PM is to
ensure that the product is implemented according to
this Scope of Work and to carry out the tasks
detailed in sub-section “3.0.1. Questica Project
Management Responsibilities” of this Scope of
Work.
Limitations:
- Weekly status meetings are the number of
scheduled meetings for the purpose of status
reporting that the Questica PM is obligated to
attend/host. Exceeding this limit is at the discretion
of Questica's PM. This does not limit his or her
availability for ad -hoc contact as needed.
- The scope includes overhead of project
mana gement and analysis as stated in the “Scope or
Work” column at right. Where delays are not on the
part of Questica, additional project management and
analysis beyond this limit may be billable at
Questica's standard services rate.
In scope
with:
- One weekly status meeting;
- 31 weeks of project
management and analysis
contiguous from project kick-
off, or until all other
implementation services are
delivered, whichever occurs
first.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Consulting Services -
BPI
Questica will facilitate a revie w of:
- The budget process for both the operating and
capital budgets;
- The chart of accounts;
- Personnel planning and budgeting;
- Reporting requirements.
This process will require the participation of
stakeholders in group workshops and may include or
one -on-one workshops.
Budget Process
End to end review, including high level descriptions
of the tasks performed, the timing of these tasks,
and dependencies. Questica will facilita te a design
of the budget process as it relates to the Questica
Budget system being implemented, seeking
opportunities for improvement. This output will be
documentation of:
- Budget process stages;
- What happens in each stage;
- Input, outputs, and participants in each stage;
- Stage permission requirements.
Chart of Accounts
Determine the data model, including the COA, roll-
ups (whether part of the GL or not), and other
budgetary fields of data. Complete field mapping
and prototyping in Questica Budget.
Personnel Budgeting
Review and refine personnel budgeting process and
data. To include common personnel budget issues
including vacant positions, overtime, benefits,
allowances, and statutory deductions.
Reporting Requirements
Ensure reporting is supported by the data model.
Identify reports in three primary groups: those
required for developing budget, those required for
managing budget, and those disseminating for
information “up and out” (management and public.
Reporting can be through traditional print reports,
saved searches, dashboards, smart reports, and
OpenBook.
Th e customer will assume responsibility for
maintaining all process documents after hand-off.
Not in scope
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Consulting Services -
Change
Management
Questica will facilitate a change management
process in relation to the implementation of
Questica Budget. This process will require the
participation of stakeholders in group workshops
and may include or one-on-one workshops.
A change management plan document will be
produced based on the information gathered,
containing:
- What is changing;
- Organizations impacted by the change;
- Each organization's ability and willingness to
change;
- A training plan;
- Strategies for dealing with the change.
Note t hat the change management included in this
item offer the benefit of Questica's experience in the
domain of budget system implementation. It is not
the enactment of, or replacement for, a
comprehensive project of change management as
may be required by the customer's PMO (project
management office), or for a significant change
beyond the introduction of a new system that
approximates to current processes and procedures.
Not in scope
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
On -Site PM Visits Each on -site visit by Questica's PM, and other
implementation staff (excluding training, see below)
shall be a minimum of one day and no more than
five consecutive business days within the same
working week. Where more than one individual is on-
site at the same time this is considered as multiple
visits (one pe r individual attending).
Meeting premises, facilities (including external
internet access) and equipment are to be provided
by The Customer. Costs associated with travel, board
and lodging for on-site visits are payable by The
Customer as per contract.
All other work by the Questica lead(s) will be carried
out off-site and contact will be via normal
telecommunication channels.
Not in scope
Application -Le vel
Security
Determine how and when to use the various security
levels available within Questica Budget, enter users
and assign them to groups and roles.
Customer task:
Questica will assist with this
task until administrators
have received training in
security configuration.
Single Sign -On Configure Questica Budget to use The Customer's
existing Windows, LDAP, CAS, Google, or SAML
Authentication, for user logon.
In scope:
Configure production
instance to use The
Customer's SAML (Azure AD
Connect) Authentication for
user logon. Questica is not
responsible for software and
configuration cha nges
required to make it
authenticate with non-
standard implementations of
authentication protocols.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Import Configuration
…
Import Master
Configuration Data
Configuration and data import of the following
Questica Budget standard data structures, using
data supplied by The Customer in Excel® workbooks
provided by Questica:
• Division/Department hierarchy;
• Fund Categories and Funds;
• Account Categories and Expense and Revenue GL
Accounts
• Statistical Account Categories and Statistical
Accounts
• Other Chart of Account Segment Values
• Performance Measure Units
In scope
An a lyt ic s …
Standard Reports Provision of Questica Budget's standard reports.
These reports are provided as-is and may not fully
address The Customer's specific reporting
requirements.
In scope
Administrator
Authored Reporting
Questica Budget's reporting infrastructure allows
users to create ad hoc views which can be used as
datasets when using Report Builder 3.0 for
administrator authored reporting; as the data source
for dashboard widgets; and as part of the ad-hoc
analytics interface. Each ad hoc view requires a base
“entity” (database table), which can be one of
Questica Budget's native data entities; a user
configured entity; or a custom built “report entity”
which consolidates the data from multiple entities
and presents it to the ad hoc view as a single entity
ready to report on.
In scope
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
2.2. Operating Module
The Questica Budget Operating module is included in this installation.
Functional Area Description Scope of Work
Configuration …
Import Costing
Centers
Configuration and data import of standard Questica
Budget Operating data structures, using data
supplied by The Customer in Excel® workbooks
provided by Questica At a minimum, the files will
contain the data necessary to:
• Create Costing Centers (for each historical and
current/future budget year to be loaded);
• Add Costing Centers to Departments;
• Associate Costing Centers with Funds;
• Define Budget Promotion Stages.
In scope
Initial Data Load …
Import Initial Budget Import the current/future Operating budget from
data import workbooks:
• Create dollar budget line items at the chart of
account level
... by Costing Center.
In scope:
Questica will import the
most recent budget with 1
years of future forecast data.
Questica will repeat the
import once, to
accommodate a refresh
prior to going live.
Import Historic
Budgets
Import prior years' Operating budgets. All prior years
must have a chart of account structure that is the
same, or a subset of, the initial budget. Only the
amended OR the approved budget will be imported
in each of these prior years, but not both.
In scope:
Questica will import 2 prior
years' budgets.
Import Actuals
Transactions
Import Operating actuals transa ctions from data
import workbooks.
Customer task:
The Customer can add their
historical data manually or
using Questica Budget's
Excel® export/import
feature, or with an
automated integration.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Import Initial
Statistical Budget
Import the current/future Operating statistical
budget from data import workbooks:
• Create statistical budget line items at the
statistical account level
... by Costing categorized.
Customer task:
The Customer will enter their
statistical budget data using
Questica Budget's user
int erface or Excel®
export/import feature.
Import Historic
Statistical Budgets
Import prior years' Operating statistical budgets. All
prior years must have a statistical account structure
that is the same, or a subset of, the initial budget.
Only the amended OR the approved budget will be
imported in each of these prior years, but not both.
Customer task:
The Customer can add their
historical statistical budget
data using Questica
Budget's user interface or
Excel® export/import
feature.
Import Statistical
Actuals Transactions
Import Operating statistical actuals transactions
from data import workbooks.
Customer task:
The Customer can add their
historical data manually or
using Questica Budget's
Excel® export/import
feature, or with an
automated integration.
Integration …
Budget Export Automated facility to transfer the Operating module
budget data from Questica Budget to The
Customer’s Tyler New World general ledger at the
approved budget object/costing centre level when
invoked by a user.
Note that this scope item is in addition to the built-in
budget export, which will create a CSV file using the
configured account structure suitable for import into
most general ledger systems.
In scope:
Questica will create no more
than 1 point of integra tion
for the approved operating
budget.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Amended Budget
Export
Automated facility to transfer individual approved
amendments to the Operating module budget data,
from Questica Budget to The Customer’s Tyler New
World general ledger, or the other direction as
required.
This interface is required only in the case where The
Customer requires the amended budget to be
synchronized between the two systems and where
the general ledger cannot be updated by re -running
the full export provided in the item in the “Budget
Export” item above.
In scope:
Questica will create no more
than 1 point of integration
for the operating budget
amendments.
Actuals Import Automated facility to transfer actual data from The
Customer’s Tyler New World general ledger to the
Questica Budget Operating module at a transaction
level on a daily basis when automatically scheduled;
and/or on demand.
Note that this scope item is in addition to the built-in
actuals import which is able to read a CSV file,
provided it conforms to some simple formatting
requirements and the configured account structure.
In scope:
Questica will create no more
than 1 point of integration
for the operating actual
costs.
Statistical Budget
Export
Automated facility to transfer the Operating
statistical budget data from Questica Budget to a
single target system at the approved budget
object/costing centre level when invoked by a user.
Not in scope
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Amended Statistical
Budget Export
Automated facility to transfer individual approved
amendments to the Operating statistical budget
data, from Questica Budget to a single target
system, or the other direction as required.
This interface is required only in the case where The
Customer requires the amended budget to be
synchronized between the two systems and where
the 3rd party system cannot be updated by re-
running the full export provided in the item in the
“Statistical Budget Export” item above.
Not in scope
Statistical Actuals
Import
Automated facility to transfer actual data from a
single source system to the Questica Budget
Operating statistics at a transaction level on a daily
basis when automatically scheduled; and/or on
demand.
Not in scope
2.3. Personnel Planning & Budgeting Module
The Questica Budget Personnel Planning & Budgeting module is included in this installation.
Functional Area Description Scope of Work
Initial Data Load … Configuration and data import of standard Questica Budget Personnel data
structures, using data supplied by The Customer in Excel® workbooks provided by
Questica. At a minimum, the files will contain the data necessary to:
• Create positions;
• Create salary grades;
• Create salary grade steps;
• Create modifiers (benefits);
• Create employees;
• Allocate employees to positions;
• Allocate positions to costing centers.
For the purpose of the above, the definitions of positions, grades, grade steps,
employees and modifiers shall be those found in the Questica Budget Personnel
manual. The relationships between them shall be those currently supported by
Questica Budget and described in the Questica Budget Manual.
Import Positions &
Employees
Import from data import workbooks. In scope
Import Grades &
Scales
Import from data import workbooks. In scope
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Create Benefits
(Modifiers)
Create “modifiers” to generate supplementary
personnel costs such as benefits, allowances, and
insurance.
Note that modifiers are not simple 2 -dimensional
data that can be represented in a spreadsheet. It is
not possible to load modifiers in bulk from Excel®
workbooks.
Customer task:
Questica will a ssist with this
task until administrators
have received training in
modifier configuration.
Import
Position/ Costing
Center Allocations
Import from data import workbooks. In scope
Integration …
Payroll Actuals
Import
Automated facility to transfer actual payroll
transactions at the employee/ position detail level
from The Customer’s HR or payroll system to the
Questica Budget Operating module; automatically
scheduled, and/or on demand. This data may be
used to replace existing GL Actuals with payroll
detail or may be stored in a separate table.
Notwithstanding items expressly referenced in the
“Customizations” section of this Scope of Work;
and/or other communications between Questica and
The Customer to the contrary, standard limitations of
this int egration include, but are not limited to, the
following points:
• Each distinct data source and/or output file is one
point of integration;
• A user interface will be created for the selective
import of sections of the budget within two date
ranges, no other criteria will be available;
• Data in each integration point will either replace
all GL actuals in the personnel GL account category
or be written to a custom entity created to store the
payroll actuals, but not both.
In scope:
Questica will create no m ore
than 1 point of integration
for the payroll actuals.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
HR Data Sync. Automated facility to synchronize Personnel data
between Questica Budget and The Customer’s HR or
payroll system. This integration synchronizes:
• New, deleted, and updated employees;
• New, deleted, and updated positions;
• Changes in employee -position relationships;
• Changes in position-costing centre relationships.
The integration of profiles (bargaining units), grades,
steps, pay scales and benefits shall not be included
unless expressly referred to in the “Customizations”
section of this Scope of Work.
Notwithstanding responses to Requests for
Proposals or other communications between
Questica and The Customer, the integration of
custom chart field items is not included unless
e xpressly set out in the “Customizations” section of
this Scope of Work.
In scope:
Questica will create no more
than one integration for
Employees, one for
Positions, and one for
Position Allocations.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
2.4. Capital Module
The Questica Budget Capital module is not included in this implementation.
2.5. Reserved
2.6. Performance Measures
The Performance Measures module is included in the framework license; however, this SoW does not
include configuration of the system by Questica. The Customer may use the online training material to make
use of Performance Measures.
Functional Area Description Scope of Work
Configuration …
Measure Categories
and Units
Configuration of Performance Measures Categories
and Units, establishing those lookup values within
the system.
Not in scope
Initial Data Load …
Measures Configuration of the initial set of performance
measures.
Not in scope
Scorecards Configuration of the initial set of performance
measurement scorecards and including them on
dashboards.
Not in scope
Integration …
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Measure Actuals
Import
Automated facility to load actual data from The
Customer’s 3rd party data collection systems to the
Questica Budget performance measures module on
a scheduled basis; and/or on demand. Users can
add measure actuals data not available through an
automated interface through the user interface or
using Excel® export/import.
Not in scope
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
2.7. OpenBook and Budget Book Studio
A subscription for Questica's “OpenBook” cloud service for data transparency is included in this
implementation. This subscription includes the “Budget Book Studio” add-in.
Functional Area Description Scope of Work
Configuration …
System
Administration
General configuration of OpenBook Core to set the
look-and-feel, captions, and add users.
Customer task:
As a customer task, The
Customer will leverage
Questica's training material
and reasonable assistance
of Questica's PM or
consultant to understand
the administration options.
Configuration of
Questica Budget
Configure ad hoc views in Questica Budget as a
convenient source of source of OpenBook Core data.
In scope:
Questica will, with the help
of The Customer, configure
up to 3 ad hoc views as a
source of data for OpenBook
Core. The Customer is able
to configure as many
additional ad hoc views as
required.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Configuration of
OpenBook Core
Visualizations
The Customer is able to add multiple “visualizations”
of their data to their OpenBook site. Each dataset is
displayed according to a template selected from a
library of visualization styles. The Customer is also
able to add their own stories with “spotlights” and
“highlights”.
In scope:
A Questica consultant will
assist in configuring
OpenBook Core
“Vi s ualizations” and
“Stories” to a limit of 10
hours of consulting time
(additional services can be
purchased at Questica's
standard hourly rate).
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Configuration of
Budget Book Studio
The Customer is able to add multiple budget books
to their OpenBook site following their approval
workflow in “Budget Book Studio”. Budget books are
built with a customer defined layout of data tables,
reports, paragraphs of text, images, charts, and can
embed OpenBook's “highlights” and “spotlights”.
Questica services include:
• Training, including an optional introduction for
newcom ers to OpenBook.
• Review source budget data: account groups,
funds, and departments.
• Configuration of a Budget Book to support these
structures.(Note: Budget Book is not suitable for
arbitrary data mapping, complex (re)calculation of
values, and/or reporting of budget using roll-ups and
segments other than those by which the budget is
built and managed in Questica Budget.)
• Creation of “views” in Questica Budget. *
• Configuration & testing of data integration from
Questica Budget. *
• Configure standard content and assist with
requested changes to standard format.
• Guidance on completing tasks, including:
o manual input of values deemed non-
automatable;
o insertion of unstructured data from files such as
images, maps, award certificates, and charts;
o sharing experience of layout and content options.
• Miscellaneous configuration and content
authoring assistance.
* Where the source system is not Questica Budget,
The Customer is responsible for providing clean,
well-organized data in CSV file for upload.
In scope:
A Questica consultant will
assist in configuring the first
budget book, over a period
not exceeding 8 weeks to a
limit of 40 hours of
consulting time (additional
services can be purchased
at Questica's standard
hourly rate).
Content Authoring
and Editorial
Services
Authoring text and generating image (photo, graphic,
map, chart, etc.) content for budget book(s).
Customer task
Integration …
Import from Questica
Budget
Connection of OpenBook to Questica Budget,
through a shared API key, and the publication of ad
hoc views for seamless import of data into
OpenBook from Questica Budget.
In scope
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Import from CSV Files Initial and ongoing population of datasets through
the import of .CSV files.
Customer task:
As a customer task, The
Customer will leverage
Questica's training material
and reasonable assistance
of Questica's PM or
consultant to load and
configure datasets from CSV
files.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
2.8. Training
Functional Area Description Scope of Work
Online Resources Questica maintains a substantial library of online training courseware. Having
signed -up with a valid Customer email address, all material is available to all users
during and after the implementation.
Training Approach Questica's standard training model is to train the trainers/advanced users within
The Customer's organization in all implemented aspects of the application. Training
is a blend of online courseware and “live” training, either in a classroom (if in scope,
see “Training Locatio n” below) or via a web conference. In the case of video training
Questica's PM will field outstanding questions after the scheduled viewing.
Where a specialist trainer is “In Scope” below this might be as a follow-up to a video
or presentation of the entire course.
Training Schedule Questica's PM will help determine at which point in the implementation the delivery
of training is most appropriate. The Customer may prefer to receive some or all of
their training in the early stages of the implementation, in the knowledge that such
training will need to be carried out using a generic training database. Alternatively,
The Customer may choose to wait until the implementation is substantially
complete in order to be trained on their own instance of Questica Budget.
Having received train-the-trainer training, the Customer is responsible for training
the end users, except where explicitly included in scope (below).
Training Location * Note that this item relates only to location of training and does not confer training
in addition to those items scoped below.
On -Site Training:
Is not included.
Remote Training:
All training provided by Questica will be delivered using web conferencing tools.
Attendees are able to participate in the training from multiple locations using their
own computer, or in a conference room with shared screen (their own computer is
recommended). Audio is provided by telephone or the computer's own audio
facilities. These sessions may be recorded upon request, with the unedited
recording provided to The Customer for storage and dissemination using their own
media repository.
Instructional
Videos/eLearning
Courseware
Instructional on-boarding videos tailored to The
Customer's process (one per module) or full
eLearning courseware (covering all modules) aimed
at end-users. This material will show general system
usage, and how to enter and query budgets.
Not in scope
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Tra in -the -Trainer
Training Sessions
Training trainers, as well as advanced users and
application administrators, in the modules, features,
and processes implemented. Sessions may cover
the following topics:
• Administration
• Administrator Authored Reporting
• Operating Module
• Personnel Planning Budgeting Module
Questica's PM will work with The Customer's project
led to ensure this training is focused where needed.
Training for the following occur as part of their
implementation process and is NOT part of this
scope item:
• OpenBook
• Budget Book
In scope:
This scope of work includes
up to 4 training sessions
including preparation time.
Tra in -the -Us e r
Training Sessions
Training end-users to use the modules, features, and
processes implemented.
Customer task
2.9. Reserved
2.10. Reserved
2.11. Customizations
2.11.1. Custom Business Rules (CBRs), Modifiers, User Interface
This Scope of Work does not include the development of customizations.
Customizations not listed here can be accommodated upon receipt and acceptance of a change order,
which will include a specification and may include an estimate for the work to be charged on a time &
materials basis at the applicable rate.
2.11.2. Custom Reports, Custom Ad Hoc Entities and Custom Dashboards
This Scope of Work does not include the development of custom reports or ad hoc entities.
Custom reporting and dashboard requirements not listed here can be accommodated upon receipt and
acceptance of a change order, which will include a specification and may include an estimate for the work to
be charged on a time & materials basis at the applicable rate.
2.11.3. Specifications
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
Before Questica undertakes any customizations described herein, as well as integrations with other
systems, and data imports, The Customer and Questica shall prepare and sign-off on the detailed
specifications (“Specifications”) for the work to be p erformed.
2.11.4. Change Orders
Any changes to the agreed specifications, including changes requested by The Customer within the warranty
period, shall be the subject of a new change order and the work to be carried out thereunder shall be
separately quoted, agreed, and billed and shall not be included as part of this Scope of Work.
2.11.5. Warranty
Once completed the custom work shall be warranted by Questica in accordance with the “Technical Support
Services” section of the Software License Agreement.
3.0. Project Management
3.0.1. Questica Project Management Responsibilities
1. Coordinating the development of the project plan in consultation with The Customer project
manager and team members.
2. Ensure the timely execution of Questica's deliverables.
3. Ensuring that members of The Customer team are sufficiently educated in the Questica Budget
application understand the implications of initial design decisions.
4. Providing The Customer with timely and detailed descriptions of the items identified as “Customer
task” within this SoW, along with their expected completion dates.
5. Providing regular progress status reports to the key team members.
6. Advising The Customer of the impact on the expected delivery dates of any Questica or Customer
deliverable is advanced or delayed.
7. Tracking issues through an issue log.
8. Author and coordinate the approval of change order estimates, and the execution of the deliverables
approved.
3.0.2. The Customer Project Management Responsibilities
1 Running The Customer's project according to The Customer's norms, standards, practices, and
protocols.
2. Acting as primary communication point with the Questica PM.
3. Providing definitive responses to the Questica PM on all decision points.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
4. Ensuring the timely execution of The Customer’s deliverables, as identified within this SoW, and
advising the Questica PM of expected completion dates.
5. Ensuring that implementation training material is reviewed in a timely manner.
6. Ensuring that cha nge orders contain a full specification of the changes required.
7. Ensuring that customizations are fully specified and documented.
8. Ensuring that all Customer team members have a clear understanding of their responsibilities to the
project.
9. Approving (sign -off) Questica deliverables.
3.0.3. Project Planning
1. The project plan will be prepared by the Questica project manager in consultation with The
Customer’s project manager and team members.
2. The project planning phase will determine whether Questica Budget modules are to be implemented
serially or in parallel and, if serially, the order of module implementation.
3. The implementation of each Questica Budget module will involve the following stages:
a. An overview of, and training in, the module and the ways in which the module can be
extended by configuration and customizations.
b. A determination of how best to configure and, if necessary, customize the module to meet
the objectives of The Customer.
c. An overview of the advantages and, if present, disadvantages of the proposed configuration
and customizations.
d. Documentation of the agreed configuration and customizations.
e. The preparation of data import templates consistent with the agreed configuration and
customizations.
f. The completion by The Customer of the data import templates.
g. The import by Questica of the data import templates.
h. Customer approval of the imported Questica Budget structures and data.
i. The creation of custom report entities to support The Customer's reporting, where such
reporting is not readily available within Questica Budget's natural data model.
j. Training in the creation of (ad hoc) views, and ad hoc print reports using Microsoft Report
Builder 3.0.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
k. Determination of custom reporting requirements that cannot be met by the standard reports
and the use of the out-of-the -box ad hoc reporting features.
l. The preparation of change orders and specification for any custom reports not detailed in
this Scop e of Work.
m. The development by Questica of any required custom reports, whether detailed in this Scope
of Work or added to the scope through a change order.
n. The testing and acceptance of custom reports and report views.
o. The deployment of custom reports and report views.
p. The development of an integration strategy for updating the Questica Budget database with
actual result data from the financial system and the passing of budget data into the
financial system.
q. The development by The Customer of the integration components (queries, intermediate
tables, file output/input etc.) which are required to access actual data from the financial
system/HR System and update the financial system with budget data.
r. The development by Questica of:
i. integration components which transform budget data prior to updating the financial
system;
ii. integration components which transform actual result data prior to updating the
Questica Budget database;
iii. integration components required to initiate the execution of integrations.
s. The deployment of all integration components.
t. The testing and acceptance by The Customer of the integration components.
4. Customer Resources
1. The requirement for Customer resources is variable with:
a. The duration of the project.
b. The degree of internal Customer consultation.
c. The level of internal Customer agreement.
d. The number of customizations.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
e. The familiarity of Customer staff with their General Ledger, ERP, HR, and other 3rd party
systems.
EXHIBIT C
HOSTING, MAINTENANCE, TECHNICAL SUPPORT SERVICES
(A) Hosting Services. EUNA shall provide technical support and the associated hardware infrastructure to
maintain the various EUNA databases in a hosted environment. This includes performance tuning, database
backups, disaster recovery availability, applying software upgrades and patches at the direction of the
Customer, performing 24X7 server monitoring. Hosting Services do not include:
I. Testing customizations during an upgrade
II. Restoring a database backup required because of a Customer error
III. Migrating data or reports among instances (example: from training or testing to production)
EUNA may at its sole discretion, periodically make reasonable modifications or changes to the Hosting
Services provided.
Customer is responsible for ensuring that its personnel have sufficient training to attain and maintain
competence in the operation of the Software.
Technical support relating to the Hosting Services is available through EUNA’s normal business hours,
Monday through Friday, 8:00am through 8:00pm, Eastern Standard Time on Business Days. Extended
coverage is available for an additional fee. EUNA will provide an initial response to all properly submitted
support requests within two (2) business hours of initial submission.
(B) Product Maintenance. On an as-available basis, EUNA will provide enhancements, modifications or
upgrades to the Software as EUNA may from time to time make available to its Customers generally
(“Updates”) but excluding any New Product (a “New Product” being a solution which, in EUNA’s
determination and subject to general industry standards, does not replace the Software licensed hereunder.)
Updates do not include:
I. Platform extensions including product extensions to (i) different hardware platforms; (ii) different
windowing system platforms; (iii) different operating system platforms
II. New applications
III. Services associated with the application or installation of Updates
If requested, EUNA will provide assistance in the testing of any site-specific customizations. EUNA will provide
a quote for any required rework associated with customizations resulting from the upgrade.
(C) Technical Support Services. EUNA will provide phone and e-mail based technical support of a reasonable
nature as described herein. A technical support incident or problem is a single user defined problem seeking
resolution. It must be related to the original intent and design of the software. Technical Support Services
include the support of EUNA supplied integrations that have not been modified by the Customer. Each
Technical Support Service incident is deemed closed when a remedy, workaround, or recommendation for
the installation of a current maintenance release has been offered, and a commercially reasonable effort has
been made to restore operation to the original intent and design of the Software. Technical Support Service
does not include:
I. Custom programming services;
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73
II. On-site support;
III. Customer developed interfaces, API interactions, or customizations;
IV. Customer developed reports;
V. End-User training or re-training;
VI. Customer hardware or network issues;
VII. Correction of data issues derived from user error or Software misuse;
VIII. Changes to EUNA developed custom reports or Permitted Customizations (including EUNA supplied
custom business rules or customized user screens) that are outside the scope of the accepted
specification, Statement of Work, or authorized change requests;
IX. Corrections to EUNA developed custom reports or Permitted Customizations beyond six (6) months
from the date of delivery (the upgrade protection period); and
X. Changes to integration functionality made necessary due to Customer server
modifications/replacement, or changes by upgrades or changes to the integrated financial system
software or hardware.
EUNA may at its sole discretion, periodically make reasonable modifications or changes to the Technical Support
Services and/or Product Maintenance Services provided.
Customer is responsible for ensuring that its personnel have sufficient training to attain and maintain competence in
the operation of the Software.
Technical Support Service is available through EUNA’s normal business hours, Monday through Friday, 8:00am
through 8:00pm, Eastern Standard Time on Business Days. Extended coverage is available for an additional fee.
Docusign Envelope ID: 2D265FB8-895C-4AE5-8C0C-C60D9DF96D73