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HomeMy WebLinkAboutPD Whelen Cloud PlatformSTANDARD MSA WHELEN CLOUD PLATFORM
CONFIDENTIAL
Order Form
Customer Information:
'
Name
Name/Customer: City of San Rafael
Principal Contact
Justin Graham
Attn: San Rafael Police Department
Person:
Date
Address: 1375 Fifth Ave.
Title:
Police Sergeant
San Rafael, CA 94901
Phone:
(415)559-9080
Fax:
Email Address:
494@srpd.org
Billing Information:
Name/Customer:
Address:
ORDER DETAILS
Application Services: Whelen Cloud Platform Promotional Term
Subscription Term: Promotional period expires 04/14/2024
Subscription Fees: There are no fees for Whelen Cloud Platform services within the promotional period. Promotion is limited to 100 vehicles
or 25% of a fleet, whichever is larger.
Software:
10 Vehicles
Whelen Field Service Engineer: Jason Berry
OTHER INFORMATION: Whelen Engineering Co. may add additional services to the platform throughout the promotional period. Access to,
or use of, these additional services may require a separate fee to be determined by Whelen Engineering Co.
This order form (the "Order Farm") is entered by and between Whelen Engineering Co. and the customer set forth on this Order Form
("Customer") as of the last dale of signature below. Each of Whelen Engineering Co. and Customer may be referred to herein individually as
a "Party" and collectively as the "Parties." The terms and conditions set forth in the Master Services Agreement attached hereto, including all
exhibits and attachments thereto (the "Master Semices Agreement"), govern the relationship between the Parties with respect to the Application
Services ordered pursuant to this Order Form and are hereby incorporated herein by reference. By executing this Order Form Customer accepts
and is bound by the terms and conditions set forth in the Master Services Agreement.
The Parties have caused their duly authorized representatives to execute this Order Form as of the dates set forth below.
Signature
'
Name
Title
r Ashish Jain
Date
CFO
EV 532623-V70
Signature
Name
r Ashish Jain
Title
CFO
Date
7/14/2021
STANDARD MSA — WHELEN CLOUD PLATFORM
CONFIDENTIAL
Master Services Agreement
This Master Services Agreement, including all exhibits and attachments hereto (collectively, this "Agreement") governs the relationship
between Whelen Engineering Co., ("Whalen") and the customer identified in the Order Form ("Custon+er") (each of Whelen and Customer, a
"Party" and together, the "Parties"). This Agreement will become effective when the Order Form referencing this Agreement is executed by
authorized representatives of both Parties (the "Effective Date").
1. DEFINITIONS. Certain capitalized terms, not
defined elsewhere in this Agreement, have the meanings set
forth below.
I.I. "Access Protocols" means the passwords, access
rnrlrc, trrhniral ;per ifiratinns, connectivity standards or
protocols, or other relevant procedures, as may be necessary
to allow Customer to access the Application Services.
1.2. "Application Documentation" means the user
manuals, published specifications, online guides, and other
materials and documentation provided to Customer or
Authorized Users by Whelen or its third party vendors
relating to the Application Services, as may be changed from
time to time with or without notice to Customer.
L3. "Application Services" means the hosted
software -as -a -service services ordered by Customer
hereunder as set forth in the Order Form and provided by
Whelen by means ofaccess to certain content and use of the
features and functionality of sonware applications available
and accessible within the website designated by Whelen,
solely to the extent set forth and further described in, and as
limited by, the applicable terms of this Agreement.
1.4. "Authorized User" means any individual who is
an employee, consultant, contractor, or agent of Customer
who is authorized by Customer, to access and use the
Application Services pursuant to Customer's rights, and
subject to the restrictions, under this Agreement.
1.5. "Confrdentiallnjnnnation" means all written or
oral infumtation, disclosed by either Party to the other,
related to the business or operations of either Party or a third
party that has been identified as confidential or proprietary
or that by the nature of the circumstances surrounding
disclosure ought reasonably to be treated as confidential or
proprietary, regardless of whether such information was
disclosed intentionally or unintentionally or marked as
"confidential" or "proprietary", including, without
limitation: (a) source and object code, prices, trade secrets,
mask works, databases, hardware, software, designs and
techniques, programs, engine protocols, models, displays
and manuals, and the selection, coordination, and
arrangement of the contents of such materials, and (b) any
unpublished information concerning research activities anti
plans, customers, marketing or sales plaits, sales forecasts or
results of marketing efforts, pricing or pricing strategies,
costs, operational techniques, strategic plans, and
unpublished financial information, including information
concerning revenues, profits, and profit margins.
1.6. "Customer Content" means all data, media,
content, and other information provided or made available
by Customer to Whelen, including any data, media, content,
and other information input, made available or included in,
any communications sent through the Application Services.
including vehicle identifiable data which may include
precise geolocation information collected through global
positioning system or similar technologies relating to one or
more vehicles owned or leased by Customer and used by its
employees, consultants, contractors, agents or other users it
authorizes, including Authorized Users.
1.7. "Custorner Systems" means Customer's
information technology infrastructure, including the
computers, software, databases, electronic systems
EV 532623 -Vie
(including database management systems) and networks, of
Customer or any of its designees
I.S. "Intellectual Property Rights" means any and all
now known or hereafter existing (a) rights associated with
works of authorship throughout the universe, including
exclusive exploitation rights, copyrights, Moral Rights, and
mask works; (b) trademark and trade name rights; (c) trade
secret rights; (d) patents, designs, algorithms, and other
industrial property rights; (e) other intellectual property and
proprietary rights of every kind and nature throughout the
universe, whether arising by operation of law, by contract or
license, or otherwise; and (1) all registrations, applications,
renewals, extensions, combinations, divisions, or reissues of
the foregoing.
1.9. "Aforal Rights" means any right to claim
authorship of a work, any right to object to any distortion or
other modification of a work, and any similar right, existing
under tate law of any country in the world, or under any
treaty.
1.10. "Objectionable Content" means any viruses,
ntalware, spyware, or similar harmful, destructive, or
malicious code, as well as any content or links to web sites
that contain content (or further links to content) which may
be construed as illegal, unethical, defamatory, obscene,
hateful, libelous, or that otherwise may reflect negatively
upon Whelen's reputation or that of Whelen's customers or
vendors, or that infringes upon the rights of any third party.
1.11. ".Services" means the Application Services and
Support Services.
1.12. "Third Party Items" means third party data,
products, and services made available to Customer through
the Application Services, as may be changed from time to
time by Whelen in its sole discretion.
1.13. "Third Party Terms" means the terms and
conditions that govern use of Third Party Items.
2. SUBSCRIPTION; SERVICES
2.1. Order Form. Customer has requested a
subscription to the Application Services on the terns and
subject to the conditions set forth in this Agreement by
executing an Order Fomi that references and incorporates
this Agreement ("Outer Form").
2.2. Application Services
(a) Provision of Access. Subject to the terms and
conditions contained in the Order Form and this Agreement,
and Customer's payment of all relevant fees, Whelen hereby
grants to Customer and its Authorized Users a non-
exclusive, non-transferabte righf•to access the features and
functions of the Application Services during the Term in
accordance with the Application Documentation, the Order
Foran, and the lentis find conditions of ifiis Agreement solely
for Customer's internal business purposes. , As soon as
commercially practicable after'the Effebtive bate, Whelen
shall provide to Customer the necessary Access Protocols.
(b) Usage Restrictions: Cus'lonter had its Authorized
Users may only use the Application Services as described in
this Agreement and in the then -current Application
Documentation. Customer is responsible for ensuring its
Authorized Users comply with all relevant terms of this
Agreement and any failure to comply will constitute a breach
by Customer. Customer will not, and will not allow any
STANDARD MSA WHELEN CLOUD PLATFORM
CONFIDENTIAL
Authorized User or other third party to, (i) dccompile,
disassemble, reverse engineer, or otherwise attempt to
obtain, perceive, or derive the trade secrets embodied in the
Application Services or the source code from which any
software component of the Application Services are
compiled or interpreted, and Customer acknowledges that
nothing in this Agreement will be construed to grant
Customer or any Authorized User any right to obtain or use
such code; (ii) create any derivative product from any of the
foregoing, or use the Application Services or any of
Whelen's Confidential Information to develop or build,
exploit, sell or offer to sell, license or offer to license, or use
a competing product or service, except with the express prior
written consent of Whelen; (iii) allow third parties other than
Authorized Users to gain access to the Application Services
or use the Application Services as a service bureau; (iv)
assign, sublicense, sell, resell, lease, rent or otherwise
transfer or convey, or pledge as security or otherwise
encumber, Customer's rights under this Agreement; (v)
remove any copyright, trademark, proprietary rights,
disclaimer, or wanting notice included on or embedded in
any part of the Application Documentation and/or
Application Services, including any screen displays, etc., or
any other products or materials provided by Whelen
hereunder; (vi) access the Application Services for purposes
of monitoring availability, performance, or functionality of
the Application Services, performing security penetration
tests or stress tests on the Application Services, or for any
other benchmarking or competitive purposes; (vii) do
anything that could disable, overburden, or impair the proper
working or appearance of the Application Services; or (viii)
use the Services or Application Documentation in any
manner or for any purpose that infringes, misappropriates, or
otherwise violates any intellectual property right or other
right of any person, or that violates any applicable law.
Unless otherwise specifically agreed by the Parties in
writing, Customer hereby agrees that the Application
Services are not authorized for use as, and Customer shall
not use the Application Services as critical components in
any device, application, system, or service where it is
reasonably foreseeable that failure of the Application
Services would cause death, bodily injury or catastrophic
property damage, such as (x) any medical, life-saving or life
support device, system, or service, (y) any air or other traffic
control device, application, system, or service, or (z) any
weapons device, application, system, or service (the "Life
Critical Applications"). Customer will ensure that its and
its Authorized Users' access to and use of the Application
Services and the Application Documentation complies with
all applicable laws, statutes, regulations, and rules. Under
no circumstances will Whelen be liable or responsible for
any use, or any results obtained by the use, of the
Application Services in conjunction with any products,
services, software, or hardware that are not provided by
Whelen. All such use will be at Customer's sole risk and
Customer shall bear full responsibility for liability with
respect thereto. Whelen reserves all rights not expressly
granted to Customer in this Agreement.
(c) Third Party Terms. The Application Services
may provide Customer with access to Third Party Items.
Customer acknowledges and agrees that certain Third Party
Terms may apply with respect to the Third Party Items.
EV 532623-Vt0
Whelen will use commercially reasonable efforts to identify
any applicable Third Party Temts and Customer shall be
responsible for compliance with such Third Party Terms to
the extent any are identified by Whelen.
(d) Communications Responsibilities. Customer
shall not, and shall not permit its Authorized Users or any
third party to, directly or indirectly use the Application
Services to communicate on its behalf, by way of electronic
communication or otherwise, any message or material that
(a) is libelous, harmful to minors, obscene, or constitutes
pornography; (b) infringes the copyrights, patents, trade
secrets, trademarks, trade names, or other proprietary rights
of a third party, or is otherwise unlawful; or (c) would
otherwise give rise to civil liability, or that constitutes or
encourages conduct that could constitute a criminal offence,
under any applicable law or regulation. Customer is solely
responsible for the content of any cornmunications sent by
or on behalf of Customer or its Authorized Users through
Customer's or any Authorized Users' use of the Application
Services and, without limiting the foregoing, Customer
agrees that such communications will comply with all laws.
(e) Future Functionalities. From time to time
Whelen, in its sole discretion, may offer new or additional
features subject to the payment of additional fees. Such new
or additional features may not be made available to 311
customers of Whelen. Customer agrees that its purchase of
a subscription to the Application Services is neither
contingent upon the delivery of any future functionality or
features nor dependent upon any oral or written public
comments made by Whelen with respect to future
functionality or features,
2.3. Support Services; Updates. Whelen will provide
support services for the Application Services in accordance
with its standard support offerings during Whelen's regular
business hours solely for the particular Application Services
ordered under this Agreement ("Support Services"),
provided that all fees due under this Agreement have been
paid. Such Support Services will only be provided to
Customer's administrative users (who are Authorized Users)
and Customer will identify by written notice to Whelen in
accordance with Section 12.3 the names of such
administrative users to whom Whelen will supply the
support, which names may be changed by Customer upon
reasonable notice to Whelen. Customer can request Support
Services by contacting the applicable Whelen Field Service
Engineer identified in the Order Form. Any support
requested by Customer in excess of Whelen's standard
support offerings or outside of Whelen's regular business
hours may incur additional fees that will be billed to client
pursuant to Whelen's standard billing practices at Whelen's
then -current pricing. The Parties acknowledge and agree
that Whelen will have no obligation to provide support to
Customer with respect to use of the Application Services
other than according to tate theft -current Application
Documentation or the terms of this Agreement. Customer
acknowledges that the Application Services may be updated
by Whelen from time to time and that updates may result in
changes to the Application Services, including changes in
the appearance, functionality, and/or the addition,
modification, or removal of functionality or
features. Whelen shall have no obligation to provide prior
notice to Customer of any updates.
STANDARD MSA — WHELEN CLOUD PLATFORM
CONFIDENTIAL
3. PROPRIETARY RiGHTS
3.1. Ownership of Application Services. Subject to
the express rights granted to Customer in this Agreement,
and Customer's rights in its Customer Content as set forth
herein, Whelen and its licensors and suppliers retain all right,
title, and interest in and to the Application Services,
including any upgrades, enhancements, new releases,
changes, or modifications made to the Application Services
perforated in connection with this Agreement. together with
all intellectual Property Rights embodying the Application
Services or related thereto, and Customer acknowledges that
it neither owns nor acquires any right, title, or interest in or
to the Application Services or the related intellectual
Property Rights not expressly granted by this Agreement.
Customer will preserve all Services from any liens,
encumbrances, and claims of any individual or entity.
Customer will not use any Confidential Information
disclosed by Whelen to Customer in connection with this
Agreement to contest the validity of any Intellectual
Property Rights of Whelen or its licensors. Any such use of
Whelen's Confidential infurmalion will constitute a
material, non -curable breach of this Agreement.
3.2. Data Rights.
(a) Customer Content.
(i) Customer has and will retain sole
responsibility for all Customer Content, including, the
collection, accuracy, currency, quality, legality,
completeness, and use of the Customer Content, and
including Customer Content that is transmitted, processed,
stored, accessed, and/or used by or on behalf of Customer or
any Authorized User through or in connection with the
Application Services. For the avoidance of doubt, Customer
is solely responsible for providing any legally required
notices and obtaining any legally required consents from
Authorized Users or other individuals about whom
information, including Customer Content or Usage Data (see
below), may be collected by, transferred to, received, or
otherwise used by Whelen or Customer in conjunction with
the Application Services. Customer shall not provide or
make available to Whelen any Objectionable Content in
connection with this Agreement.
(ii) Except for the licenses granted under this
Agreement, as between the Parties, Customer retains all
right, title, and interest in and to the Customer Content and
any usage data generated by Whelen in the performance of
the Services ("Usage Data"), and Whelen acknowledges that
it neither owns nor acquires any additional rights in and to
the Customer Content and Usage Data not expressly granted
by this Agreement. Whelcn further acknowledges that
Customer retains the right to use the Customer Content for
any purpose in Customer's sole discretion. Subject to the
foregoing, Customer hereby grants to Whelen and its third
party service providers a non-exclusive, irrevocable, world-
wide, fully -paid-up, royalty -free right and license to use the
Customer Content and Usage Data to perform Whelen's
obligations hereunder. The Parties further acknowledge and
agree that no valuable consideration, monetary or otherwise,
is being provided by Whelen to Customer in exchange for
Customer Content and Usage Data. However, Whelen may
remove all personally identifiable and vehicle identifiable
information from the Customer Content and Usage Data to
create "Sanitized Data" or aggregate the Customer Content
EV 532623-V1a
and Usage Data in an anonymous or deidentifred manner to
create "Aggregate Data." Customer grants Whelen a
perpetual, non-exclusive, world-wide, fully -paid-up,
royalty -tree, sublicensable, transferable right and license to
commercialize and otherwise use the Sanitized Data and the
Aggregate Data to perform Whelen's obligations hereunder
and for Whelen's business purposes (which, for clarity,
includes but is not limited to enhancing or improving the
Services or other products and services of Whelen or its
affiliates, and for analytical and marketing purposes).
Customer also grants Whcicn the right to disclose the
Customer Content to Whelen's third party service providers
and grant such third party service providers the right (i) to
use the Customer Content to perform the applicable service
and (ii) to use the Sanitized Data and Aggregate Data for
Whelen's or such third party's internal business purposes.
Notwithstanding the foregoing, nothing in this Section 3.2
shall limit Whelen's rights to comply with the order of a
court or other governmental body, or as otherwise necessary
to comply with applicable law or to address an emergency
situation or as set forth in Section 7.3 below. For all of the
purposes above, Customer consents to Whelen's tracking of
Customer owned or leased vehicles through global
positioning system technology as Customer understands
such tracking is part of the Application Services.
(b) Data Models. Notwithstanding anything to the
contrary in this Agreement, to the extent that Whelen
develops models, analytics, and/or algorithms ("Analytical
Tools") during the Term and in the course of providing
Services under this Agreement (such as propensity models,
etc.), Whelen shall retain all right, title, and interest in and to
such Analytical Tools.
(c) Feedback. Customer may provide suggestions,
comments, or other feedback (collectively, "Feedback") to
Whcicn with respect to its products and services, including
the Services. Feedback is voluntary. Whelen may use
Feedback for any purpose without obligation of any kind.
To the extent a license is required under Customer's
Intellectual Property Rights to make use of the Feedback,
Customer grants Whelen a non-exclusive, perpetual,
irrevocable, world-wide, fully -paid-up, royalty -free license
to use the Feedback in connection with Whelen's business,
including the enhancement of the Services.
4. ADDITIONAL WHELEN OBLIGATIONS
4.1. Access to Application Services;
Implementation. The applicable Whelen Field Service
Engineer identified in the Order Form will provide
reasonable assistance to Customer to enable initial access to
Customer's account, but Whelen is not responsible for any
implementation, supplementation, modification, or
configuration of Customer Systems or equipment, or the
Application Services, for or on behalf of Customer.
4.2. Responsibility for Application and Content
Hosting. Whelen shall, at its own expense, provide for the
hosting of the Application Services which is accessible as
part of the Application Services, provided that nothing
herein shall be construed to require Whclen to provide for,
or bear any responsibility with respect to, any
telecommunications or computer network hardware required
by Customer to provide access from the Internet to the
Application Services. Customer and Authorized Users are
solely responsible for all telecommunication or Internet
STANDARD MSA — WHELEN CLOUD PLATFORM
CONFIDENTIAL
connections required to access the Services, as well as all
Customer Systems and other hardware and software at
Customer's site. Except for the costs to Whelen for the
hosting of the Application Services as set forth above, in
addition to other third party costs that may apply, Customer
agrees to pay for all telecommunications, Internet, and other
connectivity costs, fees, and services required for and
dedicated to Customer's access to the Services,
4.3. Third Party Hosting Provider Requirements.
Customer understands and agrees that (i) Whelen uses a
third -party hosting provider in connection with the Services;
(ii) the security ofthe Services is limited by the terms offered
by such third -party hosting provider; and (iii) Whelen's
agreement with the hosting provider cannot be modified
regarding the requirements of this Agreement, nor can
Whelen grant any audit or other access rights to the facilities
or systems of the host. As such, the provisions of this
Agreement shall apply only to Whelen's systems and
facilities, not those of the hosting provider.
5. ADDITIONAL CUSTOMER OBLIGATIONS.
5.1. Authorized Users' Access to Services.
Customer may permit any Authorized Users to access and
use the features and functions of the Application Services as
contemplated by this Agreement. Customer will ensure that
any such Authorized Users will be obligated, by contract or
otherwise, to protect Whelen's Confidential Information,
and to comply with the access and use restrictions for the
Application Services and the Application Documentation, as
are provided by the terms hereof.
5.2. Provision of Support to Authorized Users.
Except as expressly set forth in Section 2.3, Customer will
provide all maintenance and technical support services as
may be required by its Authorized Users, with respect to
provision of access to, and use of, the Application Services.
5.3. Customer Control and Responsibility for
Data, Access, and Security. Customer and its Authorized
Users shall have access to the Customer Content and
Customer shall be responsible for all changes to and/or
deletions of Customer Content. Furthermore, Customer has
and will retain sole responsibility for: (a) the security and use
of all of Customer's and its Authorized Users' passwords
and other Access Protocols; (b) all information, instructions,
and materials provided by or on behalf of Customer or any
Authorized User in connection with the Services;
(c) Customer Systems; and (d) all access to and use of the
Services and Application Documentation directly or
indirectly by or through the Customer Systems or its or its
Authorized Users' passwords or other Access Protocols,
with or without Customer's knowledge or consent, including
all results obtained from, and all conclusions, decisions, and
actions based on, such access or use. Customer shall employ
all physical, administrative, and technical controls,
screening, and security prucedures and other safeguards
necessary to securely administer the distribution and use of
all Access Protocols and protect against any unauthorized
access to or use of the Application Services.
6. FEES AND EXPENSES; PAYMENTS.
6.1. Fees. In consideration for the access and use
rights granted to Customer and the Services performed by
Whelen under this Agreement, Customer will pay to Whelen
without offset or deduction, all fees set forth in the Order
Form (or Whelen's then -current pricing as applicable for
EV 532623-V10
certain support services as set forth herein) invoiced in
accordance with this Section 6.1. Whelen will submit
invoices to Customer with respect to such fees, and each
invoiced amount will be due and payable within thirty (30)
days of Customer's receipt of the relevant invoice. All fees
are non -cancelable and non-refundable.
6.2. Price Escalations. Whelen shall have the right to
increase the fees for the Services at any time after the
Effective Date to reflect any increase in Whelen's costs to
provide the Services. Whelen shall provide Customer with
written notice of such price adjustments at least thirty (30)
days prior to the date any such price adjustment is to become
effective.
6.3. Taxes. Customer will be responsible for
payment of any applicable sales, use, and other taxes and all
applicable export and import fees, customs duties, and
similar charges (other than taxes based on Whelen's
income), and any related penalties and interest for the grant
of access rights hereunder, or the delivery of related services.
Customer will make all required payments to Whelen free
and clear of, and without reduction for, any withholding
taxes. Any such taxes imposed on payments to Wltelen will
be Customer's sole responsibility, and Customer will, upon
Whelen's request, provide Whelen with official receipts
issued by appropriate taxing authorities, or such other
evidence as Whelen may reasonably request, to establish that
such taxes have been paid. Customer shall supply Whelen
with documentation evidencing Customer's exemption from
taxation if applicable.
6.4. Late Payments; Interest. Any portion of any
amount payable hereunder that is not paid when due will
accrue interest at one and one-half percent (1.5%) per month
or the maximum rate permitted by applicable law, whichever
is less, from a date thirty (30) days after the due date until
paid. In the event any invoice remains unpaid forty-five (45)
or more days from the due date, Whelen may, in its
discretion, suspend the Services until the invoice is paid in
full.
6.5. Auditing Rights and Required Records.
Customer agrees to maintain complete and accurate records
in accordance with generally accepted accounting principles
during the Term and for a period of two (2) years after the
termination or expiration of this Agreement with respect to
matters necessary for accurately determining amounts due
hereunder. Whelen may, at its own expense, on reasonable
prior notice, periodically inspect and audit Customer's
records with respect to matters covered by this Agreement,
provided that if such inspection and audit reveals that
Customer has underpaid Whelen with respect to any
amounts due and payable during the Term, Customer shall
promptly pay the amounts necessary to rectify such
underpayment, together with interest in accordance with
Section 6.3. Customer shall pay for the costs of the audit if
the audit determines that Customer's underpayment equals
or exceeds ten percent (10%) for any quarter. Such
inspection and auditing rights will extend throughout the
Term of this Agreement and for a period of two (2) years
after the termination or expiration of this Agreement.
7. TREATMENT OF CONFIDENTIAL
INFORMATION.
7.1. Ownership of Confidential Information The
Parties acknowledge that during the performance of this
STANDARD MSA — WHELEN CLOUD PLATFORM
CONFIDENTIAL
Agreement, each Party will have access to certain of the
other Party's Confidential Information or Confidential
Information of third parties that the disclosing Party is
required to maintain as confidential and/or proprietary. Both
Parties agree that all items of Confidential Information are
confidential and/or proprietary to the disclosing Party or
such third party, as applicable, and will retrain the sole
property of the disclosing Party or such third party.
7.2. Mutual Confidentiality Obligations. Each
Party agrees as follows: (a) to use Confidential Information
disclosed by the other Party only for the purposes of meeting
its obligations or exercising its rights under this Agreement;
(b) that such Party will not reproduce Confidential
Information disclosed by the other Party, and will hold in
confidence and protect such Confidential Information from
dissemination to, and use by, any third party except as
necessary for the purposes of meeting its obligations or
exercising its rights under this Agreement; (c) to restrict
access to the Confidential Information disclosed by the other
Party to such of its personnel, agents, and/or consultants, if
any, who have a need to have access for the purposes of
meeting its obligations or exercising its rights under this
Agreement and whn have been advised of and have agreed
in writing to treat such information in accordance with terms
substantially similar to the terns of this Agreement; and (d)
to the extent practicable and except to the extent the
receiving Party has continuing rights with respect to such
Confidential Information, return or destroy, all Confidential
Information disclosed by the other Party that is in its
possession upon termination or expiration of this Agreement
for any reason, provided that to the extent a Party retains
Confidential Information of the other Party as permitted
under this part (d) such Party shall maintain the
confidentiality of such retained Confidential Information for
so long as it is retained.
7.3. Confidentiality Exceptions. Notwithstanding
the foregoing, the provisions of Sections 7.1 and 7.2 will not
apply to Confidential Inforiatioq that (a) is publicly
available or in the public domain at the time disclosed; (b) is
or becomes publicly available or enters the public domain
through no fault of the recipient; (c) is rightfully
communicated to the recipient by persons not bound by
confidentiality obligations with respect thereto; (d) is
already in the recipient's possession free of any
confidentiality obligations with respect thereto at the time of
disclosure; (e) is independently developed by the recipient
without reference to the Confidential Information of the
discloser; or (f) is approved in writing for such use, release
or disclosure by the disclosing Party. Notwithstanding the
foregoing, each Party may disclose Confidential Information
to the limited extent required (x) in order to comply with the
order of a court or other governmental body, or as otherwise
necessary to comply with applicable law, provided that the
Party making the disclosure pursuant to the order shall first
have given written notice to the other Party to enable the
other Party to attempt to obtain a protective order; or (y) to
establish a Party's rights under this Agreement, including to
make such court filings as it may be required to do.
Notwithstanding any such compelled disclosure by the
receiving Party, such compelled disclosure will not
otherwise affect the receiving Party's obligations hereunder
with respect to Confidential Information so disclosed.
EV 532623-V1a
7.4. Non -Exclusive Equitable Remedy. Customer
acknowledges and agrees that due to the unique nature of
Whelen's Confidential Information, there is no adequate
remedy at law for any breach of its obligations hereunder,
that any such breach or threatened breach may allow
Customer or third parties to unfairly compete with Whelen,
resulting in irreparable harm to Whelen, and therefore, that
upon any such breach or any threat thereof, Whelen shall be
entitled to appropriate equitable and injunctive relief from a
court of competent jurisdiction without the necessity of
proving actual loss or posting a bond, in addition to whatever
remedies Whelen might have at law or in equity tinder this
Agreement. Any breach of this Section 7 by Customer or an
Authorized User will constitute a material breach of this
Agreement and be grounds for immediate termination ofthis
Agreement in the exclusive discretion of Whelen.
8. REPRESENTATIONS AND WARRANTIES.
8.1. Mutual Representations and Warranties.
Each Party hereby represents and warrants (a) that it is duly
organized, validly existing, and in good standing under the
laws of its jurisdiction of incorporation or organization; (b)
that the execution and performance of this Agreement will
not conflict with or violate any provision of any law having
applicability to such Party; and (c) that this Agreement,
when executed and delivered, will constitute a valid and
binding obligation of such Party and will be enforceable
against such Party in accordance with its terms.
8.2. Whelen Representations and Warranties.
Whelen hereby represents and warrants that (a) Whelen will
use commercially reasonable efforts to prevent the
transmission of any virus or malicious code through tate
Application Services; (b) as accessed and used by Customer
or any Authorized User in accordance with this Agreement,
the Application Services will perform substantially in
accordance with the Application Documentation; and (c) the
Support Services will be performed in a professional and
workmanlike manner in accordance with generally accepted
industry standards and practices for similar services using
personnel with the requisite skill, experience, and
qualifications.
8.3. Customer Representations and Warranties.
Customer hereby represents and warrants that (a) Customer
has and will have all necessary licenses, approvals, and
consents required to perform its obligations hereunder, (b)
without limiting the foregoing, Customer has and will have
adequate authority to share the Customer Content with
Whelen as set forth herein and permit Whelen to use and
disclose the Customer Content as contemplated herein, and
(c) any Customer Content provided by Customer to Whelen
for use in connection with the Services does not and will not
infringe the intellectual property, publicity, or privacy rights
of any person and is not defamatory, obscene, or in violation
of applicable foreign, federal, state, municipal, and local
laws, rules, regulations, and judicial orders (including, but
not limited to, applicable policies, laws, and orders related
to spamming, privacy, and consumer protection).
9. DISCLAIMERS, EXCLUSIONS, AND
LIMITATIONS OF LIABILITY.
9.1. Disclaimer. EXCEPT AS EXPRESSLY
REPRESENTED OR WARRANTED IN SECTION 8, TO
THE MAXIMUM EXTENT PERMITTED BY
APPLICABLE LAW, THE APPLICATION SERVICES,
STANDARD MSA — WHELEN CLOUD PLATFORM
CONFIDENTIAL
THE APPLICATION DOCUMENTATION, AND ALL
SERVICES ARE PROVIDED "AS IS" AND "AS -
AVAILABLE", WITH ALL FAULTS, AND WHELEN
DISCLAIMS ANY AND ALL OTHER PROMISES,
REPRESENTATIONS, AND WARRANTIES, WHETHER
EXPRESS OR IMPLIED, INCLUDING, BUT NOT
LIMITED TO, ANY IMPLIED WARRANTIES OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR
PURPOSE, NON -INFRINGEMENT, QUIET
ENJOYMENT, SYSTEM INTEGRATION, AND/OR
DATA ACCURACY. NO ORAL OR WRITTEN
INFORMATION OR ADVICE GIVEN BY WHELEN OR
ITS AUTHORIZED REPRESENTATIVES (INCLUDING
FIELD SERVICE ENGINEERS) WILL CREATE A
WARRANTY OR IN ANY WAY INCREASE THE
SCOPE OF WHELEN'S OBLIGATIONS HEREUNDER.
WHELEN DOES NOT WARRANT THAT THE
APPLICATION SERVICES OR ANY OTHER SERVICES
WILL MEET CUSTOMER'S REQUIREMENTS OR
THAT THE OPERATION OF THE APPLICATION
SERVICES WILL BE UNINTERRUPTED OR ERROR -
FREE, OR THAT ALL ERRORS WILL BE CORRECTED.
THE SERVICES MAY BE USED TO ACCESS AND
TRANSFER INFORMATION OVER THE INTERNET.
CUSTOMER ACKNOWLEDGES AND AGREES THAT
WHELEN AND ITS VENDORS AND LICENSORS DO
NOT OPERATE OR CONTROL THE INTERNET AND
THAT: (I) VIRUSES, WORMS, TROJAN HORSES, OR
OTHER UNDESIRABLE DATA OR SOFTWARE; OR (II)
UNAUTHORIZED USERS (E.G., HACKERS) MAY
ATTEMPT TO OBTAIN ACCESS TO AND DAMAGE
CUSTOMER CONTENT, CUSTOMER'S DATA, OR
CUSTOMER SYSTEMS, WHELEN WILL NOT BE
RESPONSIBLE FOR SUCH ACTIVITIES. CUSTOMER
IS RESPONSIBLE FOR PRESERVING AND MAKING
ADEQUATE BACKUPS OF ITS DATA AND
CUSTOMER CONTENT.
9.2. Exclusions of Remedies; Limitation of
Liability. EXCEPT WITH RESPECT TO CUSTOMER'S
BREACH OF SECTION 2.2 AND EACH PARTY'S
INDEMNIFICATION OBLIGATIONS SET FORTH IN
SECTION 10, IN NO EVENT WILL EITHER PARTY BE
LIABLE TO THE OTHER PARTY FOR ANY
INCIDENTAL, INDIRECT, SPECIAL,
CONSEQUENTIAL OR PUNITIVE DAMAGES,
REGARDLESS OF THE NATURE OF THE CLAIM,
INCLUDING, WITHOUT LIMITATION, LOST
PROFITS, COSTS OF DELAY, ANY FAILURE OF
DELIVERY, BUSINESS INTERRUPTION, COSTS OF
LOST OR DAMAGED DATA OR DOCUMENTATION,
OR LIABILITIES TO TIIIRD PARTIES ARISING FROM
ANY SOURCE, EVEN IF THE PARTY HAS BEEN
ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
EXCEPT WITH RESPECT TO CUSTOMER'S BREACH
OF SECTION 2,2 AND EACH PARTY'S
INDEMNIFICATION OBLIGATIONS SET FORTH IN
SECTION 10, THE CUMULATIVE LIABILITY OF
EACH PARTY TO THE OTHER PARTY FOR ALL
CLAIMS ARISING FROM OR RELATING TO THIS
AGREEMENT, INCLUDING, WITHOUT LIMITATION,
ANY CAUSE OF ACTION SOUNDING IN CONTRACT,
TORT, OR STRICT LIABILITY, WILL NOT EXCEED
EV 532623•V10
THE GREATER OF (1) THE TOTAL AMOUNT OF ALL
FEES PAID TO WHELEN BY CUSTOMER UNDER
THIS AGREEMENT DURING THE TWELVE (12) -
MONTH PERIOD PRIOR TO THE ACT, OMISSION OR
OCCURRENCE GIVING RISE TO SUCH LIABILITY OR
(II) TEN THOUSAND DOLLARS ($10,000). THESE
LIMITATIONS OF LIABILITY ARE INTENDED TO
APPLY WITHOUT REGARD TO WHETHER OTHER
PROVISIONS OF THIS AGREEMENT HAVE BEEN
BREACHED OR HAVE PROVEN INEFFECTIVE OR
THERE IS AN ADEQUATE REMEDY AVAILABLE.
9.3. Essential Basis of the Agreement. Customer
acknowledges and understands that the disclaimers,
exclusions, and limitations of liability set forth in this
Section 9 form an essential basis of the agreement between
the Parties, that the Parties have relied upon such
disclaimers, exclusions, and limitations of liability in
negotiating the terms and conditions in this Agreement, and
that absent such disclaimers, exclusions, and limitations of
liability, the terms and conditions of this Agreement would
be substantially different.
10. INDEMNIFICATION.
10.1. Whelen's Indemnity Obligations. Whelen
agrees to indemnify, defend, and hold harmless Customer
from and against any and all losses, liabilities, costs
(including reasonable attomeys' fees) or damages finally
awarded by a court or agreed upon in settlement
("Damages") resulting from any claim by any third party (a)
that Customer's licensed use of the Application Services
and/or the Application Documentation in accordance with
the terms and conditions of this Agreement infringes such
third party's U.S, patents issued as of the Effective Date, or
infringes or misappropriates, as applicable, such third
party's copyrights or trade secret rights under applicable
laws of any jurisdiction within the United States of America,
or (b) arising out of Whelen's gross negligence or willful
misconduct. Customer shall promptly notify Whelen in
writing of the claim, cooperate with Whelen, and allow
Whelen sole authority to control the defense and settlement
of such claim; provided that Whelen will not settle any third -
party claim against Customer unless such settlement
completely and forever releases Customer from all liability
with respect to such claim or unless Customer consents to
such settlement, and further provided that Customer will
have the right, at its option, to defend itself against any such
claim or to participate in the defense thereof by counsel of
its own choice at its own cost. If a claim for infringement is
made or appears possible, Whelen may, at Whelen's sole
discretion, obtain adequate rights to enable Customer to
continue to use the Application Services, or modify or
replace any such infringing material to make it non -
infringing. if Whelen determines that none of these
alternatives is reasonably available, Customer shall, upon
written request from Whelen, cease use of, and, if applicable,
return, such materials as are the subject of the infringement
claim. The indemnification for infringement provided under
this Section 10.1 shall not apply if the alleged infringement
arises, in whole or in part, from (i) modification of the
Application Services or the Application Documentation by
Customer, (ii) combination, operation, or use of the
Application Services with other software, hardware, or
technology not provided by Whelen or explicitly
STANDARD MSA— WHELEN CLOUD PLATFORM
CONFIDENTIAL
contemplated by this Agreement, (iii) use of the Application
Services not in accordance with the Application
Documentation or this Agreement, or (iv) the Customer
Content (any of the foregoing circumstances under clauses
(i), (ii), (iii) and (iv) a "Customer Indemnity
Responsibility"). THIS SECTION STATES WHELEN'S
AND ITS LICENSORS AND SUPPLIERS SOLE AND
EXCLUSIVE OBLIGATIONS AND LIABILITY WITH
RESPECT TO ANY CLAIM OF INFRINGEMENT
ARISING OUT OF OR RELATING TO THE SERVICES
OR THIS AGREEMENT AND ARE IN LIEU OF ANY
IMPLIED WARRANTIES OF NON -INFRINGEMENT,
ALL OF WHICH ARE EXPRESSLY DISCLAIMED.
10.2. Customer's Indemnity Obligations. Customer
agrees to hold harmless, indemnify, and, at Whelen's option,
defend Whelen from and against any Damages resulting
from (a) breach by Customer or its Authorized Users of any
term or condition of this Agreement, (b) Customer's
negligence or willful misconduct, (c) Whelen's use of the
Customer Content as permitted herein, (d) use of the
Application Services in Life Critical Applications, (e)
personal injury or damage to Wlielen property arising at the
Customer's location, or (f) a Customer Indemnity
Responsibility. Whelen shall promptly notify Customer of
the claim, cooperate with Customer, and, if elected by
Whelen, allow Customer sole authority to control the
defense and settlement of such claim; provided that
Customer will not settle any third -party claim against
Whelen unless such settlement completely and forever
releases Whelen from all liability with respect to such claim
or unless Whelen consents to such settlement, and further
provided that Whelen will have the right, at its option, to
defend itself against any such claim or to participate in the
defense thereof by counsel of its own choice at its own cost.
11. TERM AND TERMINATION.
11.1. Term of the Agreement. The term of this
Agreement will commence oil the Effective Date and will
continue for the duration set forth in the Order Form (the
"Term"). The Term may be extended or renewed by mutual
written agreement ofthe Parties.
11.2. Termination for Breach. Either Party may
terminate this Agreement in the event of a material breach
by the other Party, by providing written notice to the
breaching Party, specifically identifying the breach on which
such notice oftermination is based. The breaching Party will
have a right to cure such breach within thirty (30) days of
receipt of such notice, and this Agreement will terminate in
the event that such cure is not made within such thirty (30) -
day period.
11.3. Termination Upon Bankruptcy or Insolvency.
Either Party may, at its option, terminate this Agreement
immediately upon written notice to the other Party, in the
event that (a) the other Party becomes insolvent or unable to
pay its debts when due; (b) the other Party files a petition in
bankruptcy, reorganization or similar proceeding, or, if filed
against, such petition is not removed within ninety (90) days
after such filing; (c) the other Party discontinues it business;
or (d) a receiver is appointed or there is an assignment for
the benefit of such other Party's creditors.
11.4. Additional Whelen Termination and
Suspension Rights. Upon written notice to Customer,
Whelen may suspend or terminate this Agreement, in whole
EV 532623-VlD
or in part, with respect to the Application Services (or certain
features thereof) if any Third Party Item made available
through the Application Services or Whelen's right to use
such Third Party Item, expires or is terminated or is modified
in any manner that Whelen believes would impair its ability
to provide such Application Services. In addition, Whelen
reserves the right to suspend immediately Customer's access
to any Application Services upon notice to Customer if
Whelen reasonably suspects that Customer has breached this
Agreement. Notwithstanding any other provision of this
Agreement, Whelen may, in its sole discretion, suspend
Customer's access to the Services for any of the following
reasons: (a) to prevent damages or risk to, or degradation of,
the Application Services; (b) to comply with any law,
regulation, court order, or other governmental request; (c) to
otherwise protect Whelen from potential legal liability; or
(d) in the event an invoice remains unpaid for forty-five (45)
or more days from the invoice due date, Whelen will use
reasonable efforts to provide Customer with notice prior to
or promptly following any suspension of the Application
Services. Whelen will promptly restore access to the
Application Services as soon as the event giving rise to
suspension has been resolved. Any suspension of file
Services will not result in the lolling or any extension of the
Term to account for the period of such suspension and
Whelen 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 such suspension. This Section will not be
construed as imposing any obligation or duty on Whelen to
monitor use of the Application Services.
11.5. Effect of Termination. Upon any expiration or
earlier termination of this Agreement, Customer will (a)
immediately discontinue all use of the Application Services
and any Whelen Confidential Information; and (b) promptly
pay to Whelen all amounts due and payable under this
Agreement.
11.6. Survival. The expiration or termination of this
Agreement for any reason will not release either Party from
any liabilities or obligations set forth herein which (a) the
Parties have expressly agreed will survive any such
expiration or termination; or (b) remain to be performed or
by their nature would be intended to be applicable following
any such expiration or termination. In addition to the
foregoing, upon termination or expiration of this Agreement,
the Parties' respective obligations under the provisions of
Sections 1, 3, 6.4, 7, 9, 10, 11.5, 11.6, and 12 will survive
the termination of this Agreement. In addition, any
provisions of the Third Party Terms that by their nature
survive termination of this Agreement shall so survive.
12. MISCELLANEOUS.
12.1. Entire Agreement. This Agreement together
with the Order Form sets forth the entire agreement and
understanding between the Parties with respect to the subject
matter of this Agreement and, supersedes and merges all
prior oral and written agreements, discussions and
understandings between the Parties with respect to the
subject matter of this Agreement, and neither of the Parties
will he hound by any conditions, inducements or
representations other than as expressly provided for in this
Agreement. In the event of any conflict between the terms
and conditions set forth in the body of this Agreement, any
STANDARD MSA WHELEN CLOUD PLATFORM
CONFIDENTIAL
exhibits or attachments hereto, and the Order Form, the
terms and conditions set forth in the body of this Agreement
shall control unless an exception is expressly stated in a=
such in an exhibit, attachment, or the Order Form.
12.2. Independent Contractors. In making and
performing this Agreement, Customer and Whelen act and
will act at all times as independent contractors, and, except
as expressly set forth herein, nothing contained in this
Agreement will be construed or implied to create an agency,
partnership or employer and employee relationship between
them. Except as expressly set forth herein, at no time will
either Party make commitments or incur any charges or
expenses for, or in the name of the other Patty
12.3. Notices. All notices required by or relating to
this Agreement will be in writing and will be sent by means
of certified mail, postage prepaid, to Whelen as set forth
below and to Customer at its address set forth in the Order
Form, or addressed to such other address as the receiving
Party may have given by written notice in accordance with
this provision. All notices required by or relating to this
Agreement may also be communicated by email, provided
that such Party will promptly thereafter send a duplicate of
such notice in writing by means of certified mail, postage
prepaid, to the receiving Party, addressed as set forth above
or to such other address as the receiving Party may have
previously substituted by written notice to the sender
Whelen, Inc
51 Winthrop Rd.
Chester, CT 06412
Attn: CFO
12.4. Amendments; Modifications. This
Agreement may not be amended or modified except in a
writing duly executed by authorized representatives of both
Parties.
12.5. Assignment. Customer shall not assign any of
its rights or duties under this Agreement without the prior
written consent of Whelen, and, absent such consent, any
attempted assignment will be null, void and of no effect
12.6. No Third Party Beneficiaries. The Parties
acknowledge that, except as expressly set forth in this
Agreement, the covenants set forth in this Agreement are
intended solely for the benefit of the Parties, their successors
and permitted assigns. Except as expressly set forth in this
Agreement, nothing herein will confer upon any person or
entity, other than the Patties, their successors and permitted
assigns, any legal or equitable right whatsoever to enforce
any provision of this Agreement.
12.7. Severability. If any provision of this
Agreement is invalid or unenforceable for any reason its any
jurisdiction, such provision will be construed to have been
adjusted to the minimum extent necessary to cure such
invalidity or unenforceability. The invalidity or
unenforceability of one or more of the provisions contained
in this Agreement will not have the effect of rendering any
such provision invalid or unenforceable in any other case,
circumstance or jurisdiction, or of rendering any other
provisions of this Agreement invalid or unenforceable
whatsoever.
12.8. Waiver. No waiver under this Agreement will
be valid or binding unless set forth in writing and duly
executed by the Party against whom enforcement of such
EV 532623-V70
waiver is sought. Any such waiver will constitute a waiver
only with respect to the specific matter described therein and
will in no way impair time rights of the Party granting such
waiver in any other respect or at any other time. Any delay
or forbearance by either Party in exercising any right
hereunder will not be deettted a waiver of that right.
12.9. Force Majeure. Except with respect to
payment obligations hereunder, if a Party is prevented or
delayed in performance of its obligations hereunder as a
result of circumstances beyond such Party's reasonable
control, including, by way of example, war, riot, fires,
floods, epidemics, or failure of public utilities or public
transportation systems, such failure or delay will not be
deemed to constitute a material breach of this Agreement,
but such obligation will remain in full force and effect, and
will be performed or satisfied as soots as reasonably
practicable after the tennination of the relevant
circumstances causing such failure or delay, provided that if
such Party is prevented or delayed from performing for more
than ninety (90) days, the other Party may terminate this
Agreement upon thirty (30) days' written notice and the
Agreement shall terminate if such performance has not
resumed within those thirty (30) days.
12.10. Governing Law. This Agreement gill be
governed by and interpreted in accordance with the laws of
the state of Connecticut, without regard to conflicts of law
principles thereof or to the United Nations Convention on
the International Sale of Goods. The Parties agree that all
actions or proceedings arising in connection with this
Agreement shall be tried and litigated exclusively in the state
or federal courts (if permitted by law and a Party elects to
file an action in federal court) located in Middlesex County,
Connecticut. This choice of vemic is intended by the Parties
to be mandatory and not permissive in nature, and to
preclude the possibility of litigation between the Parties with
respect to, or arising out of, this Agreement in any
jurisdiction other than that specified in this Section. Each
Party waives any right it may have to assert the doctrine of
forum non conveniens or similar doctrine or theory or to
object to venue with respect to any proceeding brought in
accordance with this Section. No action, regardless of form,
arising out of this Agreement, may be brought by either
Party more than one (1) year after the cause of action has
arisen. The prevailing Party in any action or proceeding will
be entitled to recover its reasonable attorneys' fees and costs.
12.11. Publicity. Subject to Customer's prior review
and approval, Whelen may use Customer's name and logo
in marketing materials and on its website to identify
Customer as a Whelen client. Except as provided in this
Section and as required by applicable law, neither Party will
use the other Party's name or logo in any advertisement,
news release, or other public communication without the
consent of the other Party which will not be unreasonably
withheld, delayed, or qualified.
12.12. U.S. Government End -Users. Each of the
Application Documentation and the software components
that constitute the Application Services is a "commercial
item" as that tern is defined at 48 C.F.R- 2.101, consisting
of "commercial computer software" and "commercial
computer software documentation" as such terms are used in
48 C.F.R. 12.212. Consistent with 48 C.F.R. 12.212 and 48
C.F.R. 227.7202-1 through 227.7202-4, all U.S
STANDARD MSA — WHELEN CLOUD PLATFORM
CONFIDENTIAL
Government end users acquire the Application Services and
the Application Documentation with only those rights set
forth therein.
12.13. Counterparts. The Order Form to which this
Agreement is attached and incorporated may be executed in
any number of counterparts via electronic or facsimile
means, each of which when so executed will be deemed to
be an original and all of which when taken together will
constitute one Agreement
12.14. Affiliates, Subcontractors, and Vendors.
Some or all of the Services, including support, may be
provided by Whelen's affiliates, agents, subcontractors, and
information system vendors. The rights and obligations of
Whelen may be, in whole or in part, exercised or fulfilled by
the foregoing entities.
12.15. USA Patriot Act Notice. The U.S. federal
USA Patriot Act ("USA Patriot Act") provides generally for
the operator of a communication host and law enforcement
to be able to monitor any content, upon request of the
operator. Whelen anticipates fully complying with all its
obligations, and availing itself of all its rights, under the
USA Patriot Act.
12.16. Export Compliance. Customer acknowledges
that the Application Services may be subject to export
control laws. Customer will not, directly or indirectly,
export or permit use of any portion of the Application
Services outside of the United States without prior
government authorization to the extent required by
applicable regulation.
12.17. Electronic Execution. Each Party
acknowledges and agrees that the Order Form may be
executed by the Parties in electronic form (e.g., by an
electronic or digital signature or other means of
demonstrating assent). Customer acknowledges and agrees
it will not contest the validity or enforceability of the Order
Form, this Agreement or any related documents, including
under any applicable statute of frauds, due to such execution
in electronic form.
[End of Terms)
Ell 532623-V10 10
CONTRACT ROUTING FORM
INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below.
TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER:
Contracting Department: Police Department
Project Manager: Scott Eberle
Contractor Name: Jason Berry, Whelen f ngineering C'ompanN
Contractor's Contact:
❑ FPPC: Check if Contractor/Consultant must file Form 700
Extension: 3452
Contact's Email: jbemr� ti whelen.com
StepRESPONSIBLE
TDEPARTMENT
DESCRIPTION
COMPLETED
REVIEWER
DATE
Check/Initial
1
Project Manager
a. Email PINS Introductory Notice to Contractor
❑
b. Email contract (in Word) and attachments to City
Click here to
Attorney c/o Laraine.Gittens@cityofsanrafael.ors
enter a elate.
❑
c. Check with City Attorney re Insurance
Requirements for extra small or large projects
2
City Attorney
a. Review, revise, and comment on draft agreement
4/22/2021
0 LG
and return to Project Manager
4/22/2021
x❑ LG (N/A)
b. Confirm insurance requirements, create Job on
PINS, send PINS insurance notice to contractor
3
Department Director
Approval of final agreement form to send to
Click or tap
❑ _
contractor
to enter a
elate.
4
Project Manager
Forward three (3) originals of final agreement to
❑
contractor for their signature
5
Project Manager
When necessary, contractor -signed agreement
❑ N/A
agendized for City Council approval *
*City Council approval required for Professional Services
❑
Agreements and purchases of goods and services that exceed
Or
$75,000; and for Public Works Contracts that exceed $175,000
Date of City Council approval
PRINT
CONTINUE ROUTING PROCESS WITH HARD COPY
6
Project Manager
Forward signed original agreements to City
Attorney with printed copy of this routing form
7
City Attorney
Review and approve hard copy of signed
/
��312©Zl
agreement
J.-
8
City Attorney
Review and approve insurance in PINS, and bonds
ow(for
Public Works Contracts)
9
City Manager/ Mayor
Agreement executed by City Council authorized
official
10
City Clerk
Attest signatures, retains original agreement and
forwards copies to Project Manager —
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le"(1L