HomeMy WebLinkAboutC25-009 U.S. Digital ResponseMaster Services Agreement This Master Services Agreement, including all exhibits attached hereto (the “Agreement”), is between U.S. Digital Response, a nonprofit corporation described in section 501(c)(3) of the Internal Revenue Code, (“USDR”) and Eagle County, CO (“Member”) and is dated 1/1/2025 (the “Agreement Effective Date”). USDR has developed the Election Administration Platform (the “EAP”) as a tool that it makes available to election offices that become members of USDR’s Elections Software Collaborative. The EAP can be used to manage poll worker recruitment, scheduling, pay, and related back-office tasks. Unlike other election logistics management software, the EAP is not built on proprietary software code; instead, the EAP is built by customizing the configuration of a low-code development platform from Airtable. More information about the EAP and how USDR uses Airtable to build the EAP is available here: https://usdr.gitbook.io/elections/. In exchange for the fees set forth in the applicable Order Form, Member will join USDR’s Elections Software Collaborative. As a member in that program, Member will receive: a sublicense to use Airtable; USDR’s configuration of Airtable to create an instance of the EAP for Member’s use; training by USDR on how to use and independently maintain the EAP; and the ability to participate in discussions among other election offices regarding effective use of software in election management and use of the EAP. As a member in the Elections Software Collaborative, Member agrees to provide feedback to USDR regarding the EAP, including through an annual survey, and to participate in at least one Community of Practice. 1 Definitions 1.1 “Member Data” means all information, data and other content that is uploaded by Member’s End Users into the EAP or uploaded by USDR on Member’s behalf or otherwise received directly or indirectly by USDR from Member. 1.2 “Election Administration Platform” or “EAP” means the tool developed by USDR for use by election offices to manage election logistics such as poll worker recruitment, scheduling, pay, and related back-office election tasks. 1.3 “End Users” means individual employees, contractors and volunteers of Member who are authorized to use the EAP. 1.4 “Fees” means, individually and collectively, the fees and expenses set forth in each Order Form executed pursuant to this Agreement. 1.5 “Order Form” means a document that is executed by authorized representatives of USDR and Member that sets forth the specific Services that USDR will provide, the number of End Users that will be permitted to access the EAP on Member’s behalf and the Fees that Member will pay due to the foregoing. The initial Order Form under this Agreement is attached as Exhibit A. 1.6 “Participation Obligations” means Member’s obligations to provide feedback regarding the EAP to USDR as specified in Section 5 1.7 “Services” means USDR’s configuration of the Election Administration Platform to Docusign Envelope ID: 0725A393-DCDB-4971-9BCE-F79F3B836A0E Member’s specifications and other services set forth in an applicable Order Form. 1.8 “Third-Party Tools” means materials and information, in any form or medium, including any software (including open-source software), documents, data, content, specifications, products, equipment or components of or relating to the EAP that are not proprietary to USDR. Airtable is a Third-Party Tool. 1.9 “USDR Materials” means all documents and other information created by USDR in connection with the EAP and the Services, including trainings, manuals and descriptions of how the EAP is set up and how it functions. 2 Term 2.1 Term. This Agreement shall be effective as of the Agreement Effective Date and shall continue in full force and effect until the termination or expiration of all Order Forms executed hereunder. 2.2 Termination. Each Order Form may be terminated for convenience by either party at any time by providing written notice to the other party. Member is not entitled to a refund of any Fees already paid to USDR upon termination of an Order Form. 3 Licenses. 3.1 USDR hereby grants to Member a non-exclusive, worldwide, fully paid-up, royalty-free, non-sublicensable license to use the EAP and USDR Materials during the Term. 3.2 Member hereby grants to USDR a non-exclusive, worldwide, fully paid-up, royalty-free license to use, copy, store, transmit, modify, and display Member Data exclusively for the following purposes: (i) in order to provide, maintain, or improve the EAP or the Services during the Term; and (ii) in order to perform any other actions that are authorized or instructed by Member in writing (including by email). 4 Expenses and Invoices. 4.1 Member shall reimburse USDR for reasonable out-of-pocket expenses incurred by USDR in connection with the Services, subject in each case to Member’s pre-approval. 4.2 USDR shall send Member invoices for all Fees and reimbursable expenses that are pre- approved by member. Member agrees to pay the invoice in full within forty-five (45) days of the invoice date. 4.3 In the event that Member does not pay the full amount of any invoice within forty-five (45) days of the invoice date, USDR may charge interest on any unpaid balance at the rate of two percent (2%) per month or the highest rate permissible under applicable law, whichever is lower, calculated daily and compounded monthly. 4.4 If Member is generally exempt from paying sales tax under the laws of its state, Member will indicate as such by initialing in the box below the signature line. Docusign Envelope ID: 0725A393-DCDB-4971-9BCE-F79F3B836A0E 5 Participation Obligations. 5.1 Member agrees to (1) provide USDR timely feedback on the EAP; (2) complete an annual survey regarding the EAP and the Services; (3) attend at least one Community of Practice session hosted by USDR during the Term. A Community of Practice session is a discussion among election offices similarly situated to Member regarding the EAP and poll worker management practices. 6 Third-Party Tools, Including Airtable. 6.1 USDR’s Representations and Warranties With Respect to Third-Party Tools. The EAP may include features or functionality that interoperate with other Third-Party Tools. USDR represents and warrants that it has entered into binding agreements with vendors of all Third-Party Tools and that such agreements provide that USDR has the right to use the Third-Party Tools as they are incorporated into the EAP. USDR further represents and warrants that it has the right to provide Member with access to the Third-Party Tools as set forth in this Agreement and any Order Forms. 6.2 Airtable Generally. The Third-Party Tool that Member will have direct access to is Airtable, which is a software platform that stores Member Data, processes Member Data through the customized workflows that USDR builds for Member and can be integrated with other tools such as email and text-messaging platforms to use Member Data more efficiently. When Member uses the EAP, Member is simultaneously accessing Airtable as USDR’s end user. Airtable’s privacy policy is available here: https://www.airtable.com/privacy. 6.3 Airtable – Prohibitions on Use. Member shall not use Airtable except as expressly permitted by this Agreement. Member shall not permit any person other than Member’s End Users to use Airtable. Member shall use commercially reasonable efforts to prevent unauthorized access to or use of Airtable and shall notify USDR promptly of any such unauthorized access or use. If Member is given passwords to access Airtable, Member shall require that all persons who are permitted to access Airtable on Member’s behalf must keep user ID and password information strictly confidential and not share such information with any unauthorized person. Member shall be responsible for any and all actions taken in using Member’s Airtable accounts and passwords. Member shall not use Airtable’s name, logo or marks without first obtaining USDR’s express written consent to such use. Member shall not, and shall not allow any other person to: 6.3.1 use Airtable to access, store or transmit Social Security Numbers, marked ballots or voter data that is not made available to the public under the laws of Member’s state, or for any activities related to tabulating votes; 6.3.2 sell, transfer, or license the EAP or Airtable to another person or entity; 6.3.3 reverse engineer, decompile, disassemble, or otherwise seek to obtain Airtable’s source code; 6.3.4 copy, modify, or create derivative works that are similar to Airtable or any documentation that exists to support the use of Airtable; 6.3.5 remove or obscure any copyright or proprietary or other notice contained in any Airtable or any documentation from Airtable; 6.3.6 propagate any virus, Trojan horse, or other malware or programming routine intended to damage any system or data; Docusign Envelope ID: 0725A393-DCDB-4971-9BCE-F79F3B836A0E 6.3.7 use Airtable in a manner that violates any applicable law, regulation, or legal requirement or obligation; 6.3.8 use Airtable in violation of any third-party rights of privacy or intellectual property rights; 6.3.9 use or permit the use of any tools in order to probe, scan or attempt to penetrate or benchmark Airtable; or 6.3.10 post, upload, transmit or provide any Member Data that is unlawful, harmful, abusive, libelous, defamatory, or otherwise objectionable. 6.4 Member understands and agrees that the Services offered and Fees charged by USDR depend on the continued availability of Airtable as a secure and reliable software platform. If USDR determines, in its sole discretion, that Airtable no longer provides adequate security or reliability to maintain the EAP or the Services, USDR may terminate any applicable Order Form in accordance with section 2.2; provided, however, that USDR will take commercially reasonable measures to identify a substitute Third-Party Tool that will allow USDR to continue providing the EAP and the Services to Member. Member understands and agrees that any such substitution will be made in USDR’s sole discretion and may require the Parties to amend this Agreement. 7 Member Data. 7.1 As between the parties, Member shall retain all right, title and interest in all Member Data. USDR agrees to keep confidential all Member Data, and agrees not to sell, assign, distribute, or disclose any such confidential information to any other person or entity without seeking written permission from Member; provided that, for the avoidance of doubt, Member understands and agrees (i) that Member Data may be shared with or disclosed to USDR’s staff and volunteers for the purpose of performing the Services and (ii) all Member Data and other information that Member stores in, transmits or processes using the EAP may be used by the Third-Party Tools for the exclusive purpose of facilitating Member’s use of the EAP and the Third-Party Tools. Each company has agreed to limit its use of USDR’s end users’ information, including Member’s information, in accordance with the policies cited on https://usdr.gitbook.io/elections/for-it- departments/security under “Service providers.” 7.2 USDR considers security and data privacy as core functions of the EAP. All Member Data that is entered into the EAP is stored by Airtable and subject to USDR’s agreements with Airtable. More information about Airtable’s security standards, certifications and policies is available here: https://www.airtable.com/security. 8 No Warranties. 8.1 Except as expressly stated in sections 6.1 and 10.1, USDR makes no other representation or warranty of any kind, express or implied, relating to the EAP, the Services or the Third- Party Tools, including, without limitation, implied warranties of merchantability or fitness for a particular purpose. USDR also makes no representation or warranty of any kind, express or implied, that the EAP or any Third-Party Tool will operate without interruption, meet any performance or reliability standards, or be error-free. 9 LIMITATION OF LIABILITY. Docusign Envelope ID: 0725A393-DCDB-4971-9BCE-F79F3B836A0E 9.1 TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL USDR, ITS DIRECTORS, OFFICERS, EMPLOYEES OR VOLUNTEERS BE LIABLE TO MEMBER FOR: (A) ANY INCIDENTAL, INDIRECT, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES OR FOR ANY LOST PROFITS, COSTS OF DELAY, FAILURE OF DELIVERY, LOSS OF DATA OR BUSINESS INTERRUPTION, RELATED TO THIS AGREEMENT, THE PROGRAM OR THE SERVICES; OR (B) ANY LOSS OR DAMAGE, HOWEVER ARISING, RELATED TO THE THIRD-PARTY TOOLS, EVEN IF, IN EITHER CASE, USDR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND REGARDLESS OF THE NATURE OF THE CLAIM GIVING RISE TO THE LOSS OR DAMAGE (INCLUDING CLAIMS IN CONTRACT, TORT, OR STRICT LIABILITY). THE LIMITATION OF USDR’S LIABILITY SET FORTH THIS SECTION 9 SHALL NOT APPLY TO USDR’S INDEMNIFICATION OBLIGATIONS SET FORTH IN SECTION 10. 10 Intellectual Property Indemnification. 10.1 USDR represents and warrants that the EAP and the Services do not infringe on the intellectual property rights of (including, but not limited to, copyright, patent, mask and trademark rights) of any third party. USDR will defend, hold harmless and indemnify Member and Member’s elected and appointed officers and employees from and against all third-party claims that the EAP or the Services infringe on the intellectual property rights of a third party. USDR’s representation and warranty and USDR’s indemnification obligations set forth in this section 10 do not apply to the Third-Party Tools in any form unmodified by USDR. 11 Notices. 11.1 All notices, demands, or other communications required or desired to be given hereunder by either party shall be in writing and shall be validly given or made to the other party if sent via email with confirmation of receipt. Notice shall be deemed effective upon receipt. Notice to USDR shall be sent to finance@usdigitalresponse.org. Notice to Member shall be sent to ITInvoices@eaglecounty.us. 12 Compliance With Law. 12.1 Member shall, at its own expense, comply with all federal, state, and local laws, ordinances, rules, regulations, orders, licenses, permits and other governmental requirements applicable to the Services and its participation in the Program. Without limiting the generality of the foregoing, Member represents and warrants that its participation in the Program and its utilization of the Services are in full compliance with all laws applicable to it and its operations. 13 Independence; No Joint Venture. 13.1 USDR and Member are and will remain independent, arms-length contracting parties. This Agreement does not create a partnership, joint venture, employment, fiduciary, or similar relationship for any purpose. Neither USDR nor Member has the power or authority to bind or obligate the other to a third party or commitment in any manner. The Docusign Envelope ID: 0725A393-DCDB-4971-9BCE-F79F3B836A0E use of the term “partner” or comparable term in any communications is solely for convenience. 14 Insurance. 14.1 USDR maintains commercial liability insurance, umbrella liability insurance, workers’ compensation and employer liability insurance, professional/errors and omissions insurance, and cyber liability insurance policies. USDR’s Certificate of Insurance is attached as Exhibit B for informational purposes. 15 Publicity. 15.1 USDR may name Member as a participant in the Program in public communications including, but not limited to, on USDR’s website and in materials marketing the Program to other potential members. 16 Miscellaneous. 16.1 This Agreement shall be governed by the laws of the state of Colorado, without regard to its conflicts of laws rules. This Agreement may only be altered or waived by a writing signed by both Member and USDR, recognizing that no volunteer of USDR has any authority to bind USDR or otherwise alter this Agreement. Neither party may assign any rights, responsibilities or duties set forth in this Agreement without the other party’s express written consent. Unless expressly stated to the contrary, the terms “include” and “including” (and the like) as used in this Agreement are deemed to be followed by the words “without limitation.” Sections 7 through 16 of this Agreement shall survive indefinitely. IN WITNESS WHEREOF, USDR and Member each has caused this Agreement to be signed by its duly authorized representative. U.S. Digital Response Eagle County, CO By: By: Name: Hillary Hartley Name: Title: CEO Title: Date: Date: _______ By initialing here, Member represents that it is exempt from sales tax under the laws of its state. Docusign Envelope ID: 0725A393-DCDB-4971-9BCE-F79F3B836A0E Jeff Shroll 12/31/2024 County Manager 1/1/2025 Exhibit A - Order Form #1 As of the Order Start Date set forth below, this Order Form will become a part of and subject to the Master Services Agreement (the “Agreement”) between U.S. Digital Response (“USDR”) and Eagle County, CO (“Member”) dated as of the Agreement Effective Date stated below. Capitalized terms not otherwise defined in this Order Form have the meanings given to them in the Agreement. Agreement Effective Date: 1/1/2025 Order Start Date: 1/1/2025 Order Expiration Date: 12/31/2025 Total Number of Months (Including Partial Months): 12 Line item Member’s Selection Cost Membership Fee Select: X Tier 1 ($3,000/year) ____ Tier 2 ($6,000/year) ____ Tier 3 ($11,400/year) ____ Tier 4 ($20,400/year) $3,000 Renewal Membership Fee 10% Discount Select one item that has been completed: ____ Case Study ____ Co-Presenter X Refer-A-Friend-Boulder, CO - $ 300 Per-User Fee Number of Users (@$45/month): 3 $1,620 TOTAL FEES: $4,320 Fees: USDR will invoice Member for the Total Fees set forth above. Member agrees to pay Total Fees in full within 45 days of the invoice date. End Users: USDR will provide Member with EAP/Airtable accounts for the number of End Users set forth in the table above. Member agrees that End Users will not share passwords and will access EAP/Airtable using only the accounts assigned to them individually. If Member requires accounts for more End Users than the number of End Users set forth above, Member will be invoiced for additional Fees. Member understands that such additional Fees may be higher than the monthly End User Fees in the chart above. Training and Support: In addition to configuring the EAP to Member’s specifications, USDR will train Member’s personnel on how to use the EAP independently. If any technical issues arise after the Member’s personnel has been trained on using the system independently, Member can contact USDR at elections-support@usdigitalresponse.org. USDR commits to respond within two business days (one business day for urgent requests). Members may also reach out about new feature requests. Availability to implement new feature requests is in USDR’s sole discretion and is not guaranteed. Member agrees that any Airtable base built by Member outside of the EAP will not be supported by USDR. Term and Renewal: This Order Form and Member’s access to the EAP and the Services provided hereunder shall expire on the Order Expiration Date set forth above unless this Order Form is terminated earlier in accordance with the Agreement. Member understands that this Order Form does not renew automatically, and that Member must execute a new Order Form prior to the Order Expiration Date in order to guarantee continued access to the EAP and the Services. Docusign Envelope ID: 0725A393-DCDB-4971-9BCE-F79F3B836A0E Exhibit B – Certificate of Insurance [This page is intentionally blank. USDR’s Certificate of Insurance begins on the next page.] Docusign Envelope ID: 0725A393-DCDB-4971-9BCE-F79F3B836A0E Docusign Envelope ID: 0725A393-DCDB-4971-9BCE-F79F3B836A0E Docusign Envelope ID: 0725A393-DCDB-4971-9BCE-F79F3B836A0E