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PROFESSIONAL SERVICES AGREEMENT
WITH LOCALITY MEDIA, INC. DBA FIRST DUE FOR
SOFTWARE SERVICES AGREEMENT
THIS PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and
entered into as of this 1 st day of December, 2024 ("Effective Date"), by and between the
CITY OF NEWPORT BEACH, a California municipal corporation and charter city ("City"),
and LOCALITY MEDIA, INC., a Delaware corporation, doing business as ("DBA") FIRST
DUE ("Consultant"), whose address is 107 7th Street, Garden City, New York, 11530,
and is made with reference to the following:
RECITALS
A. City is a municipal corporation duly organized and validly existing under the laws
of the State of California with the power to carry on its business as it is now being
conducted under the statutes of the State of California and the Charter of City.
B. City desires to engage Consultant to provide records management system (RMS)
software and related modules for use by the City ("Project").
C. Consultant possesses the skill, experience, ability, background, certification and
knowledge to provide the professional services described in this Agreement.
D. City has solicited and received a proposal from Consultant, has reviewed the
previous experience and evaluated the expertise of Consultant, and desires to
retain Consultant to render professional services under the terms and conditions
set forth in this Agreement.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
1. TERM
The term of this Agreement shall commence on the Effective Date, and shall
terminate on November 30, 2025, unless terminated earlier as set forth herein.
2. SERVICES TO BE PERFORMED
Consultant shall diligently perform all the services described in the Scope of
Services attached hereto as Exhibit A and incorporated herein by reference ("Services"
or "Work"). City may elect to delete certain Services within the Scope of Services at its
sole discretion.
3. TIME OF PERFORMANCE
3.1 Time is of the essence in the performance of Services under this Agreement
and Consultant shall perform the Services in accordance with the schedule included in
Exhibit A. In the absence of a specific schedule, the Services shall be performed to
completion in a diligent and timely manner. The failure by Consultant to strictly adhere to
the schedule set forth in Exhibit A, if any, or perform the Services in a diligent and timely
manner may result in termination of this Agreement by City.
3.2 Notwithstanding the foregoing, Consultant shall not be responsible for
delays due to causes beyond Consultant's reasonable control. However, in the case of
any such delay in the Services to be provided for the Project, each party hereby agrees
to provide notice within two (2) calendar days of the occurrence causing the delay to the
other party so that all delays can be addressed.
3.3 Consultant shall submit all requests for extensions of time for performance
in writing to the Project Administrator as defined herein not later than ten (10) calendar
days after the start of the condition that purportedly causes a delay. The Project
Administrator shall review all such requests and may grant reasonable time extensions
for unforeseeable delays that are beyond Consultant's control.
3.4 For all time periods not specifically set forth herein, Consultant shall
respond in the most expedient and appropriate manner under the circumstances, by
hand -delivery or mail.
4. COMPENSATION TO CONSULTANT
4.1 City shall pay Consultant for the Services on a not -to -exceed basis in
accordance with the provisions of this Section and the Schedule of Billing Rates attached
hereto as Exhibit B and incorporated herein by reference. Consultant's compensation for
all Work performed in accordance with this Agreement, including all reimbursable items
and subconsultant fees, shall not exceed Forty Seven Thousand Three Hundred
Dollars and 00/100 ($47,300.00), without prior written authorization from City. No billing
rate changes shall be made during the term of this Agreement without the prior written
approval of City.
4.2 The 1 st Year Total in Exhibit B Schedule of Billing Rates will be inoviced on
or around the Effective Date of the Agreement. For subsequent annual periods, the
Subscription Service Fees are due and payable annually in advance on the anniversary
of the Effective Date of the Agreement. City shall pay Consultant no later than thirty (30)
calendar days after approval of the invoice by City staff.
4.3 City shall reimburse Consultant only for those costs or expenses specifically
identified in Exhibit B to this Agreement or specifically approved in writing in advance by
City.
4.4 Consultant shall not receive any compensation for Extra Work performed
without the prior written authorization of City. As used herein, "Extra Work" means any
Work that is determined by City to be necessary for the proper completion of the Project,
but which is not included within the Scope of Services and which the parties did not
reasonably anticipate would be necessary at the execution of this Agreement.
Compensation for any authorized Extra Work shall be paid in accordance with the
Schedule of Billing Rates as set forth in Exhibit B.
Locality Media, Inc. dba First Due Page 2
5. PROJECT MANAGER
5.1 Consultant shall designate a Project Manager, who shall coordinate all
phases of the Project. This Project Manager shall be available to City at all reasonable
times during the Agreement term. Consultant will designate the Project Manager at the
beginning of the project. Consultant shall not remove or reassign the Project Manager or
any personnel listed in Exhibit A or assign any new or replacement personnel to the
Project without the prior written consent of City. City's approval shall not be unreasonably
withheld with respect to the removal or assignment of non -key personnel.
5.2 Consultant, at the sole discretion of City, shall remove from the Project any
of its personnel assigned to the performance of Services upon written request of City.
Consultant warrants that it will continuously furnish the necessary personnel to complete
the Project on a timely basis as contemplated by this Agreement.
5.3 If Consultant is performing inspection services for City, the Project Manager
and any other assigned staff shall be equipped with a cellular phone to communicate with
City staff. The Project Manager's phone number shall be provided to City.
6. ADMINISTRATION
This Agreement will be administered by the Fire Department. City's Assistant Fire
Chief or designee shall be the Project Administrator and shall have the authority to act for
City under this Agreement. The Project Administrator shall represent City in all matters
pertaining to the Services to be rendered pursuant to this Agreement.
7. CITY'S RESPONSIBILITIES
To assist Consultant in the execution of its responsibilities under this Agreement,
City agrees to provide access to and upon request of Consultant, one copy of all existing
relevant information on file at City. City will provide all such materials in a timely manner
so as not to cause delays in Consultant's Work schedule.
8. STANDARD OF CARE
8.1 All of the Services shall be performed by Consultant or under Consultant's
supervision. Consultant represents that it possesses the professional and technical
personnel required to perform the Services required by this Agreement, and that it will
perform all Services in a manner commensurate with community professional standards
and with the ordinary degree of skill and care that would be used by other reasonably
competent practitioners of the same discipline under similar circumstances. All Services
shall be performed by qualified and experienced personnel who are not employed by City.
By delivery of completed Work, Consultant certifies that the Work conforms to the
requirements of this Agreement, all applicable federal, state and local laws, and legally
recognized professional standards.
8.2 Consultant represents and warrants to City that it has, shall obtain, and shall
keep in full force and effect during the term hereof, at its sole cost and expense, all
Locality Media, Inc. dba First Due Page 3
licenses, permits, qualifications, insurance and approvals of whatsoever nature that is
legally required of Consultant to practice its profession. Consultant shall maintain a City
of Newport Beach business license during the term of this Agreement.
8.3 Consultant shall not be responsible for delay, nor shall Consultant be
responsible for damages or be in default or deemed to be in default by reason of strikes,
lockouts, accidents, acts of God, or the failure of City to furnish timely information or to
approve or disapprove Consultant's Work promptly, or delay or faulty performance by
City, contractors, or governmental agencies.
9. HOLD HARMLESS
9.1 To the fullest extent permitted by law, Consultant shall indemnify, defend
and hold harmless City, its City Council, boards and commissions, officers, agents,
volunteers and employees (collectively, the "Indemnified Parties") from and against any
and all claims (including, without limitation, claims for bodily injury, death or damage to
property), demands, obligations, damages, actions, causes of action, suits, losses,
judgments, fines, penalties, liabilities, costs and expenses (including, without limitation,
attorneys' fees, disbursements and court costs) of every kind and nature whatsoever
(individually, a Claim; collectively, "Claims"), which may arise from or in any manner relate
(directly or indirectly) to any breach of the terms and conditions of this Agreement, any
Work performed or Services provided under this Agreement including, without limitation,
defects in workmanship or materials or Consultant's presence or activities conducted on
the Project (including the negligent, reckless, and/or willful acts, errors and/or omissions
of Consultant, its principals, officers, agents, employees, vendors, suppliers, consultants,
subcontractors, anyone employed directly or indirectly by any of them or for whose acts
they may be liable, or any or all of them).
9.2 Notwithstanding the foregoing, nothing herein shall be construed to require
Consultant to indemnify the Indemnified Parties from any Claim arising from the sole
negligence or willful misconduct of the Indemnified Parties. Nothing in this indemnity shall
be construed as authorizing any award of attorneys' fees in any action on or to enforce
the terms of this Agreement. This indemnity shall apply to all claims and liability
regardless of whether any insurance policies are applicable. The policy limits do not act
as a limitation upon the amount of indemnification to be provided by Consultant.
10. INDEPENDENT CONTRACTOR
It is understood that City retains Consultant on an independent contractor basis
and Consultant is not an agent or employee of City. The manner and means of
conducting the Work are under the control of Consultant, except to the extent they are
limited by statute, rule or regulation and the expressed terms of this Agreement. No civil
service status or other right of employment shall accrue to Consultant or its employees.
Nothing in this Agreement shall be deemed to constitute approval for Consultant or any
of Consultant's employees or agents, to be the agents or employees of City. Consultant
shall have the responsibility for and control over the means of performing the Work,
provided that Consultant is in compliance with the terms of this Agreement. Anything in
Locality Media, Inc. dba First Due Page 4
this Agreement that may appear to give City the right to direct Consultant as to the details
of the performance of the Work or to exercise a measure of control over Consultant shall
mean only that Consultant shall follow the desires of City with respect to the results of the
Services.
11. COOPERATION
Consultant agrees to work closely and cooperate fully with City's designated
Project Administrator and any other agencies that may have jurisdiction or interest in the
Work to be performed. City agrees to cooperate with the Consultant on the Project.
12. CITY POLICY
Consultant shall discuss and review all matters relating to policy and Project
direction with City's Project Administrator in advance of all critical decision points in order
to ensure the Project proceeds in a manner consistent with City goals and policies.
13. PROGRESS
Consultant is responsible for keeping the Project Administrator informed on a
regular basis regarding the status and progress of the Project, activities performed and
planned, and any meetings that have been scheduled or are desired.
14. INSURANCE
Without limiting Consultant's indemnification of City, and prior to commencement
of Work, Consultant shall obtain, provide and maintain at its own expense during the term
of this Agreement or for other periods as specified in this Agreement, policies of insurance
of the type, amounts, terms and conditions described in the Insurance Requirements
attached hereto as Exhibit C, and incorporated herein by reference.
15. PROHIBITION AGAINST ASSIGNMENTS AND TRANSFERS
Except as specifically authorized under this Agreement, the Services to be
provided under this Agreement shall not be assigned, transferred contracted or
subcontracted out without the prior written approval of City. Any of the following shall be
construed as an assignment: The sale, assignment, transfer or other disposition of any
of the issued and outstanding capital stock of Consultant, or of the interest of any general
partner or joint venturer or syndicate member or cotenant if Consultant is a partnership or
joint -venture or syndicate or co -tenancy, which shall result in changing the control of
Consultant. Control means fifty percent (50%) or more of the voting power or twenty-five
percent (25%) or more of the assets of the corporation, partnership or joint -venture.
16. SUBCONTRACTING
The subcontractors authorized by City, if any, to perform Work on this Project are
identified in Exhibit A. Consultant shall be fully responsible to City for all acts and
omissions of any subcontractor. Nothing in this Agreement shall create any contractual
Locality Media, Inc. dba First Due Page 5
relationship between City and any subcontractor nor shall it create any obligation on the
part of City to pay or to see to the payment of any monies due to any such subcontractor
other than as otherwise required by law. City is an intended beneficiary of any Work
performed by the subcontractor for purposes of establishing a duty of care between the
subcontractor and City. Except as specifically authorized herein, the Services to be
provided under this Agreement shall not be otherwise assigned, transferred, contracted
or subcontracted out without the prior written approval of City.
17. OWNERSHIP OF DOCUMENTS
17.1 Each and every report, draft, map, record, plan, document and other writing
produced, including but not limited to, websites, blogs, social media accounts and
applications (hereinafter "Documents"), prepared or caused to be prepared by Consultant,
its officers, employees, agents and subcontractors, in the course of implementing this
Agreement, shall become the exclusive property of City, and City shall have the sole right
to use such materials in its discretion without further compensation to Consultant or any
other party. Additionally, all material posted in cyberspace by Consultant, its officers,
employees, agents and subcontractors, in the course of implementing this Agreement,
shall become the exclusive property of City, and City shall have the sole right to use such
materials in its discretion without further compensation to Consultant or any other party.
Consultant shall, at Consultant's expense, provide such Documents, including all logins
and password information to City upon prior written request.
17.2 Documents, including drawings and specifications, prepared by Consultant
pursuant to this Agreement are not intended or represented to be suitable for reuse by
City or others on any other project. Any use of completed Documents for other projects
and any use of incomplete Documents without specific written authorization from
Consultant will be at City's sole risk and without liability to Consultant. Further, any and
all liability arising out of changes made to Consultant's deliverables under this Agreement
by City or persons other than Consultant is waived against Consultant, and City assumes
full responsibility for such changes unless City has given Consultant prior notice and has
received from Consultant written consent for such changes.
17.3 All written documents shall be transmitted to City in formats compatible with
Microsoft Office and/or viewable with Adobe Acrobat.
18. CONFIDENTIALITY
All Documents, including drafts, preliminary drawings or plans, notes and
communications that result from the Services in this Agreement, shall be kept confidential
unless City expressly authorizes in writing the release of information.
19. INTELLECTUAL PROPERTY INDEMNITY
Consultant shall defend and indemnify City, its agents, officers, representatives
and employees against any and all liability, including costs, for infringement or alleged
infringement of any United States' letters patent, trademark, or copyright, including costs,
contained in Consultant's Documents provided under this Agreement.
Locality Media, Inc. dba First Due Page 6
20. RECORDS
Consultant shall keep records and invoices in connection with the Services to be
performed under this Agreement. Consultant shall maintain complete and accurate
records with respect to the costs incurred under this Agreement and any Services,
expenditures and disbursements charged to City, for a minimum period of three (3) years,
or for any longer period required by law, from the date of final payment to Consultant
under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of City to examine, audit and make transcripts or
copies of such records and invoices during regular business hours. Consultant shall allow
inspection of all Work, data, Documents, proceedings and activities related to the
Agreement for a period of three (3) years from the date of final payment to Consultant
under this Agreement.
21. WITHHOLDINGS
City may withhold payment to Consultant of any disputed sums until satisfaction of
the dispute with respect to such payment. Such withholding shall not be deemed to
constitute a failure to pay according to the terms of this Agreement. Consultant shall not
discontinue Work as a result of such withholding. Consultant shall have an immediate
right to appeal to the City Manager or designee with respect to such disputed sums.
Consultant shall be entitled to receive interest on any withheld sums at the rate of return
that City earned on its investments during the time period, from the date of withholding of
any amounts found to have been improperly withheld.
22. ERRORS AND OMISSIONS
In the event of errors or omissions that are due to the negligence or professional
inexperience of Consultant which result in expense to City greater than what would have
resulted if there were not errors or omissions in the Work accomplished by Consultant,
the additional design, construction and/or restoration expense shall be borne by
Consultant. Nothing in this Section is intended to limit City's rights under the law or any
other sections of this Agreement.
23. CITY'S RIGHT TO EMPLOY OTHER CONSULTANTS
City reserves the right to employ other Consultants in connection with the Project.
24. CONFLICTS OF INTEREST
24.1 Consultant or its employees may be subject to the provisions of the
California Political Reform Act of 1974 (the "Act") and/or Government Code §§ 1090 et
seq., which (1) require such persons to disclose any financial interest that may
foreseeably be materially affected by the Work performed under this Agreement, and (2)
prohibit such persons from making, or participating in making, decisions that will
foreseeably financially affect such interest.
Locality Media, Inc. dba First Due Page 7
24.2 If subject to the Act and/or Government Code §§ 1090 et seq., Consultant
shall conform to all requirements therein. Failure to do so constitutes a material breach
and is grounds for immediate termination of this Agreement by City. Consultant shall
indemnify and hold harmless City for any and all claims for damages resulting from
Consultant's violation of this Section.
25. NOTICES
25.1 All notices, demands, requests or approvals, including any change in
mailing address, to be given under the terms of this Agreement shall be given in writing,
and conclusively shall be deemed served when delivered personally, or on the third
business day after the deposit thereof in the United States mail, postage prepaid, first-
class mail, addressed as hereinafter provided.
25.2 All notices, demands, requests or approvals from Consultant to City shall
be addressed to City at:
Attn: Fire Administrative Manager
Fire Department
City of Newport Beach
100 Civic Center Drive
Newport Beach, CA 92660
25.3 All notices, demands, requests or approvals from City to Consultant shall
be addressed to Consultant at:
Attn: Andreas Huber
Locality Media, Inc. dba First Due
107 7th Street
Garden City, NY 11530
26. CLAIMS
Unless a shorter time is specified elsewhere in this Agreement, before making its
final request for payment under this Agreement, Consultant shall submit to City, in writing,
all claims for compensation under or arising out of this Agreement. Consultant's
acceptance of the final payment shall constitute a waiver of all claims for compensation
under or arising out of this Agreement except those previously made in writing and
identified by Consultant in writing as unsettled at the time of its final request for payment.
Consultant and City expressly agree that in addition to any claims filing requirements set
forth in the Agreement, Consultant shall be required to file any claim Consultant may have
against City in strict conformance with the Government Claims Act (Government Code
sections 900 et seq.).
27. TERMINATION
27.1 In the event that either party fails or refuses to perform any of the provisions
of this Agreement at the time and in the manner required, that party shall be deemed in
Locality Media, Inc. dba First Due Page 8
default in the performance of this Agreement. If such default is not cured within a period
of five (5) calendar days, or if more than five (5) calendar days are reasonably required
to cure the default and the defaulting party fails to give adequate assurance of due
performance within five (5) calendar days after receipt of written notice of default,
specifying the nature of such default and the steps necessary to cure such default, and
thereafter diligently take steps to cure the default, the non -defaulting party may terminate
the Agreement forthwith by giving to the defaulting party written notice thereof.
27.2 Notwithstanding the above provisions, City shall have the right, at its sole
and absolute discretion and without cause, of terminating this Agreement at any time by
giving no less than sixty (60) calendar days' prior written notice to Consultant. In the
event of termination under this Section, City shall pay Consultant for Services
satisfactorily performed and costs incurred up to the effective date of termination for which
Consultant has not been previously paid. On the effective date of termination, Consultant
shall deliver to City all reports, Documents and other information developed or
accumulated in the performance of this Agreement, whether in draft or final form.
27.3 Either party also may terminate this Agreement immediately upon written
notice if the other party: (i) becomes insolvent; (ii) becomes the subject of a petition in
bankruptcy which is not withdrawn or dismissed within 60 days thereafter; (iii) makes an
assignment for the benefit of creditors; or (iv) materially breaches its obligations under
this Agreement and fails to cure such breach within 30 days after the non -breaching party
provides written notice thereof.
28. STANDARD PROVISIONS
28.1 Recitals. City and Consultant acknowledge that the above Recitals are true
and correct and are hereby incorporated by reference into this Agreement.
28.2 Compliance with all Laws. Consultant shall, at its own cost and expense,
comply with all statutes, ordinances, regulations and requirements of all governmental
entities, including federal, state, county or municipal, whether now in force or hereinafter
enacted. In addition, all Work prepared by Consultant shall conform to applicable City,
county, state and federal laws, rules, regulations and permit requirements and be subject
to approval of the Project Administrator and City.
28.3 Waiver. A waiver by either party of any breach, of any term, covenant or
condition contained herein shall not be deemed to be a waiver of any subsequent breach
of the same or any other term, covenant or condition contained herein, whether of the
same or a different character.
28.4 Integrated Contract. This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the parties hereto, and all
preliminary negotiations and agreements of whatsoever kind or nature are merged herein.
No verbal agreement or implied covenant shall be held to vary the provisions herein.
Locality Media, Inc. dba First Due Page 9
28.5 Conflicts or Inconsistencies. In the event there are any conflicts or
inconsistencies between this Agreement and the Scope of Services or any other
attachments attached hereto, the terms of this Agreement shall govern.
28.6 Interpretation. The terms of this Agreement shall be construed in
accordance with the meaning of the language used and shall not be construed for or
against either party by reason of the authorship of the Agreement or any other rule of
construction which might otherwise apply.
28.7 Amendments. This Agreement may be modified or amended only by a
written document executed by both Consultant and City and approved as to form by the
City Attorney.
28.8 Severability. If any term or portion of this Agreement is held to be invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions of this Agreement shall continue in full force and effect.
28.9 Controlling Law and Venue. The laws of the State of California shall govern
this Agreement and all matters relating to it and any action brought relating to this
Agreement shall be adjudicated in a court of competent jurisdiction in the County of
Orange, State of California.
28.10 Equal Opportunity Employment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee
or applicant for employment because race, religious creed, color, national origin,
ancestry, physical handicap, medical condition, marital status, sex, sexual orientation,
age or any other impermissible basis under law.
28.11 No Attorneys' Fees. In the event of any dispute or legal action arising under
this Agreement, the prevailing party shall not be entitled to attorneys' fees.
28.12 Counterparts. This Agreement may be executed in two (2) or more
counterparts, each of which shall be deemed an original and all of which together shall
constitute one (1) and the same instrument.
[SIGNATURES ON NEXT PAGE]
Locality Media, Inc. dba First Due Page 10
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: I/S
CITY OF NEWPORT BEACH,
a California mu id al corporation
Date: lgo u id
By: L.1 ( '� By, 02
Aga on C. Harp , "?j Grace K. L u
day Attorney "' 44a City Manager
Date:
J%%9;6
By:
Leilani I. Brown
City Clerk
CONSULTANT: LOCALITY MEDIA, INC.,
a Delaware corporation, doing business as
("DBA") FIRST DUE
Date:
Signed in Counterpart
Bv:
Andreas Huber
Chief Executive Officer
Date:
Signed in Counterpart
By:
Rami El-choufani
Secretary
[END OF SIGNATURES]
Attachments: Attachment A — Service Agreement from First Due
Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C - Insurance Requirements
Locality Media, Inc. dba First Due Page 11
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: 19`�
By: UtA� (g,
on C. Harp !a`'?�
City Attorney 4,
ATTEST:
Date:
in
Leilani I. Brown
City Clerk
CITY OF NEWPORT BEACH,
a California municipal corporation
Date:
BY:
Grace K. Leung
City Manager
CONSULTANT: LOCALITY MEDIA, INC.,
a Delaware corporation, doing business as
("DBA") FIRST DUE
Date:
Bv:
Andreas Huber
Chief Executive Officer
Date: 1 Z. / 4 / 2-4—
By:
Ra I-c oufani
Secretary
[END OF SIGNATURES]
Attachments: Attachment A — Service Agreement from First Due
Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C - Insurance Requirements
Locality Media, Inc. dba First Due Page 11
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: I �%S�f V
By. �
�. )
' W�►
on C. Harp ,a"'7�
y Attorney 4a
ATTEST:
Date:
Leilani I. Brown
City Clerk
CITY OF NEWPORT BEACH,
a California municipal corporation
Date:
By.
Grace K. Leung
City Manager
CONSULTANT: LOCALITY MEDIA, INC.,
a Delaware corporation, doing business as
("DBA") FIRST DUE
Date: /
By,,x
Andreas Huber
Chief Executive Officer
Date:
Rami El-choufani
Secretary
[END OF SIGNATURES]
Attachments: Attachment A — Service Agreement from First Due
Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C - Insurance Requirements
Locality Media, Inc. dba First Due Page 11
ATTACHMENT
FIRST DUE - SERVICE AGREEMENT
Locality Media, Inc. dba First Due Attachment - Page A-1
ATTACHMENT A
First Due Agreement for Services
.:2;1rZ
14111,
FD
Agreerrl N for Services
This Agreement for Services (hereinafter this "Agreement") with Effective Date commensurate with the
Professional Services Agreement to which this Agreement is attached as Attachment A, is made by
and between Locality Media, Inc dba First Due a Delaware corporation, having offices at 107 7th St,
Garden City, NY, 11530 (hereinafter, "Locality Media" or "First Due") and the City of Newport Beach, A
California Municipal Corporation, located at 100 Civic Center Drive, Newport Beach, CA 92660
(hereinafter, the "Customer").
Locality Media maintains a website through which Customer members may access Locality
Media's First Due Size-UpTM Community ConnectTM, Mobile ResponderTM and/or other software -as -a -
service platforms and solutions identified in Exhibit A and B (hereinafter collectively, the "Service") in
connection with the performance of their Customer duties. Locality Media agrees to grant the
Customer access to the Service pursuant to the terms and conditions set forth below and in Exhibit A
and B, and the Customer agrees to use the Service only in strict conformity with and subject to such
terms and conditions.
2. Locality Media may provide the Customer with one or more user ID's, initial passwords, digital
certificates and/or other devices (collectively, "Credentials") and/or application programming
interfaces ("APIs") to access the Service. The Customer shall access the Service only by using such
Credentials and APIs. The Customer authorizes Locality Media to act on any instructions Locality Media
receives from users of the Service who present valid Credentials and such individuals shall be deemed
authorized to act on behalf of the Customer, including, without limitation, to change such Credentials.
It is the Customer's sole responsibility to keep all Credentials and other means of access within the
Customer's direct or indirect possession or control both confidential and secure from unauthorized use.
The Customer understands the utility of the First Due Size Up Service depends on the availability of data
and information relating to Locations and structures in the Customer's jurisdiction, including but not
limited to building system and structural information, building inspection codes and incident report
data (collectively, "Location Data"). Locality Media also may process and furnish through the Service, in
addition to Location Data, other data regarding residents and roadways within the Customer's
jurisdiction ("Community Data"). Location Data and Community Data are referred to collectively herein
as "Data". Locality Media may acquire Data from third party public and/or private sources in Locality
Media's discretion. In addition, the Customer will upload to the Service or otherwise provide to Locality
Media in such form and using such methods as Locality Media reasonably may require from time to
time, any and all Data from the Customer's records and systems which the parties mutually designate
for inclusion in the Service database. The Customer agrees not to filter or alter such records except to
conform such Data to the formats reasonably required by Locality Media. Subject to any third -party
license restrictions identified expressly in writing by the Customer, the Customer grants to Locality Media
a perpetual, non-exclusive, worldwide, royalty -free right and license to process, use and disclose the
Data furnished to Locality Media by the Customer in connection with the development,
operation, and performance of Locality Media's business, including but not limited to the Service.
Customer shall own all Customer data and upon termination or written request, Locality Media shall
provide Customer data to Customer.
3. As between the parties, the Customer and its employees, contractors, members, users, agents, and
representatives (collectively, "Customer Users") are solely responsible for determining whether and how
to use Data accessed through the Service. The Customer acknowledges that Locality Media, through
the Service, provides an interface for viewing Data compiled from the Customer and other sources
over which Locality Media has no control and for which Locality Media assumes no responsibility.
Locality Media makes no representations or warranties regarding any Location or structure (including
but not limited to a Location's safety, construction, occupancy, materials, hazards, water supply,
contents, location, surrounding structures, exposures, size, layout, compliance, condition or history),
residents, roadways, or any actual or expected outcome from use of the Data, nor does Locality
Media make any representation or warranty regarding the accuracy or reliability of the Data received
by Locality Media. Locality Media provides administrative and information technology services only
and does not advise, recommend, or render an opinion with respect to any information
communicated through the Service and shall not be responsible for the Customer's or any third party's
use of any information obtained through the Service.
The Customer shall obtain and maintain, at its own expense, computers, operating systems, Internet
browsers, tablets, phones, telecommunications equipment, third -party application services and other
equipment and software ("Equipment") required for the Customer to access and use the Service (the
Service being accessible to users through standard Internet browsers subject to third party network
availability and signal strength). Locality Media shall not be responsible for any problem, error or
malfunction relating to the Service resulting from Customer error, data entry errors or malfeasance by
the Customer or any third party, or the performance or failure of Equipment or any
telecommunications service, cellular or Wi-Fi network, Internet connection, Internet service provider, or
any other third -party communications provider, or any other failure or problem not attributable to
Locality Media ('Technical Problems").
5. This Agreement will be effective commensurate with the Professional Services Agreement to which this
Agreement is attached as Attachment A.
6. Upon termination, the Customer shall cease use of the Service and all Credentials then in the
Customer's possession or control. This Section 6 and Sections 8 through 11 and 15 through 25 hereof
shall survive any termination or expiration of this Agreement.
The Customer agrees to pay the fees set forth in Exhibit A and B for use of those Service features
described in Exhibit A and B (as available as of the Effective Date). Locality Media may charge
separately for services offered from time to time that are not included in the scope of Exhibit A and B
(such as new Service features, systems integration services and applications of the Service for new
purposes), subject to the Customer's written acceptance of the terms of use and fees associated with
such services. The Customer shall be responsible for the payment of all taxes associated with provision
and use of the Service (other than taxes on Locality Media's income). The Customer represents it has
not received and agrees that it shall not collect any fee, payment, or remuneration of any kind from
any Data provider, other municipal agency or other third party in connection with the Customer's
purchase or use of the Service under this Agreement.
8. Locality Media owns and shall retain all right, title, and interest in and to the Service, all components
thereof, including without limitation all related applications, APIs, user interface designs, software
and source code (which shall further include without limitation any and all source code furnished by
Locality Media to the Customer in connection with the delivery or performance of any services
hereunder) and any and all future enhancements or modifications thereto howsoever made and all
intellectual property rights therein but not Data furnished by the Customer. Except as expressly
provided in this Agreement or as otherwise authorized in advance in writing by Locality Media, the
Customer and Customer Users shall not copy, distribute, license, reproduce, decompile, disassemble,
reverse engineer, publish, modify, or create derivative works from, the Service; provided, however, that
nothing herein shall restrict the Customer's use of the Data that the Customer has provided.
"Confidential Information" means any and all information disclosed by either party to the other which is
marked "confidential" or "proprietary," including oral information that is designated confidential at the
time of disclosure. Without limiting the foregoing, all information relating to the Service and associated
software and the terms of this Agreement shall be deemed Locality Media's Confidential Information.
Notwithstanding the foregoing, "Confidential Information" does not include any information that the
receiving party can demonstrate (i) was known to it prior to its disclosure hereunder; (ii) is or becomes
publicly known through no wrongful act of the receiving party; (III) has been rightfully received from a
third party authorized to make such disclosure without restriction; (iv) is independently developed by
the receiving party, without the use of any Confidential Information of the other party; (v) has been
approved for release by the disclosing party's prior written authorization; or (vi) is required to be
disclosed by court order or applicable law, provided that the party required to disclose the information
provides prompt advance notice thereof to the other party (except to the extent such notice is
prohibited by law).
10. Each party hereby agrees that it shall not use any Confidential Information belonging to the other
party other than as expressly permitted under the terms of this Agreement or as expressly authorized in
writing by the other party. Each party shall use the same degree of care to protect the other party's
Confidential Information as it uses to protect its own confidential information of like nature, but in no
circumstances with less than reasonable care. Except as permitted by Section 9, neither party shall
disclose the other party's Confidential Information to any person or entity other than its employees,
agents or consultants who need access thereto in order to effect the intent of this Agreement..
11. Each party acknowledges and agrees that it has been advised that the use or disclosure of the other's
Confidential Information inconsistent with this Agreement may cause special, unique, unusual,
extraordinary, and irreparable harm to the other party, the extent of which may be difficult to
ascertain. Accordingly, each party agrees that, in addition to any other remedies to which the
nonbreaching party may be legally entitled, the nonbreaching party shall have the right to seek to
obtain immediate injunctive relief, without the necessity of posting a bond, in the event of a breach of
Section 9 or 10 by the other party, any of its employees, agents or consultants.
12. LOCALITY MEDIA REPRESENTS AND WARRANTS THAT IT SHALL USE COMMERCIALLY REASONABLE EFFORTS
TO PROVIDE THE SERVICE WITHOUT INTRODUCING ERRORS OR OTHERWISE CORRUPTING DATA AS
SUBMITTED BY THE CUSTOMER. OTHER THAN THE FOREGOING, THE SERVICE, INCLUDING ALL DATA, IS
PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTY OF ANY KIND. WITHOUT
LIMITING THE FOREGOING, LOCALITY MEDIA MAKES NO WARRANTY THAT THE SERVICE WILL BE
UNINTERRUPTED, ERROR FREE OR AVAILABLE AT ALL TIMES, NOR DOES LOCALITY MEDIA WARRANT THAT
THE SERVICE WILL REMAIN COMPATIBLE WITH, OR OPERATE WITHOUT INTERRUPTION ON, ANY EQUIPMENT
OF THE CUSTOMER OR CUSTOMER USERS. Locality Media will provide the service on a 24X7X365 basis
with an uptime guarantee of 99.5% availability excluding scheduled maintenance. Locality Media will
respond to Customer and provide Initial Responses, Temporary Resolutions and Final Resolutions in
accordance with the time requirements set forth in the table below.
Severity Level:
1: Mission Critical -Software is down
/undiagnosed but feared critical;
situation may require a restore and
Software use is suspended until a
diagnosis is given
Vendor's Initial
Vendor's Temporary
Response will be
I Resolution will be
provided within:
j provided within:
60 minutes from receipt
24 hours from receipt of
of initial notice from the
initial notice from the
Customer, or discovery,
Customer, or discovery,
of the error
of the error
2: Critical Issue -Software is not down, 60 minutes from receipt
but operations are negatively impacted of initial notice from the
Customer, or discovery,
of the error
3: Non-CriticalIssue- resolution period 4hours from receipt of
to be mutually agreed upon initial notice from the
Customer, or discovery,
of the error
Vendor's Final
Resolution will be
provided within:
2 days from receipt of
initial notice from the
Customer, or error
discovery
24 hours from receipt of 2 days from receipt of
initial notice from the I initial notice from the
Customer, or discovery,
of the error
3 days from receipt of
initial notice from the
Customer, or discovery,
of the error
Customer, or error
discovery
15 days from receipt of
initial notice from the
Customer, or error
discovery
13. EXCEPT AS SET FORTH ABOVE IN SECTION 12, LOCALITY MEDIA MAKES AND THE CUSTOMER RECEIVES NO
WARRANTIES, WHETHER EXPRESS, IMPLIED, OR STATUTORY REGARDING OR RELATING TO THE SUBJECT
MATTER HEREOF. LOCALITY MEDIA SPECIFICALLY DISCLAIMS, TO THE FULLEST EXTENT PERMITTED BY LAW,
ALL IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
NONINFRINGEMENT WITH RESPECT TO THE SUBJECT MATTER HEREOF, INCLUDING WITHOUT LIMITATION THE
SERVICE.
14. The Customer represents and warrants that the Customer is authorized and has all rights necessary to
enter into this Agreement, to provide the Data furnished by the Customer to Locality Media, and to use
the Service and Data, and Customer will only use the Service and Data, as permitted under this
Agreement and in accordance with the laws, regulations, and any third -party agreements applicable
to the Customer and Customer Users. Without limiting the generality of the foregoing, Customer shall
not cause or permit any Data to be uploaded to the Service or used in connection with the Service in
any manner that would violate any third -party intellectual property rights or license between Customer
and any third party. Customer agrees not to use or permit the use of the Service and Data in
connection with any public or private enterprise other than operation and performance of the
Customer's functions and services. In addition, the Customer and the Customer Users shall not copy,
distribute, license, reproduce, publish, modify, or otherwise use any Personally Identifiable Information
(PII) contained within the Data accessed through the Service for any purpose other than to lawfully
carry out the services and duties of the Customer. The Customer shall remain responsible for the
performance, acts and omissions of each Customer User as if such activities had been performed by
the Customer.
15. Locality Media will indemnify, defend and hold harmless the Customer from and against any and all
damages, liabilities, losses, costs and expenses (including, but not limited to, reasonable attorneys'
fees) (collectively, "Losses") resulting from any third -party claim, suit, action, investigation or proceeding
(each, an "Action") brought against the Customer based on the infringement by Locality Media of any
third -party issued patent, copyright or registered trademark, except to the extent such Action is based
on Data furnished from the Customer, the Customer's breach of any third party agreement, or any
combination or integration of the Service with any Customer- or third -party property, method or system.
16. The Customer will indemnify, defend and hold Locality Media harmless from and against any and all
Losses arising from or relating to: (i) any breach by the Customer of Section 8; or (ii) any Action by a
Customer User or third party arising from or relating to the use of the Service or Data accessed through
the Service, except to the extent such Losses are subject to Section 15 above or result from the gross
negligence or willful misconduct of Locality Media.
17. Such indemnification under Sections 15 and 16 will be provided only on the conditions that: (a) the
indemnifying party is given written notice reasonably promptly after the indemnified party receives
notice of such Action; (b) the indemnifying party has sole control of the defense and all related
settlement negotiations, provided any settlement that would impose any monetary or injunctive
obligation upon the indemnified party shall be subject to such party's prior written approval; and (c)
the indemnified party provides assistance, information and authority as reasonably required by the
indemnifying party.
18. EXCEPT FOR ITS INDEMNIFICATION OBLIGATIONS IN SECTION 15, AND EXCEPT FOR CLAIMS OF GROSS
NEGLIGENCE, WILLFUL MISCONDUCT OR FRAUD, LOCALITY MEDIA SHALL NOT BE LIABLE TO THE
CUSTOMER OR CUSTOMER USERS FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR
EXEMPLARY DAMAGES ARISING FROM OR RELATING TO THIS AGREEMENT OR THE SERVICES OR DATA,
EVEN IF THE CUSTOMER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. EXCEPT FOR ITS
INDEMNIFICATION OBLIGATIONS IN SECTION 15, AND EXCEPT FOR CLAIMS OF GROSS NEGLIGENCE,
WILLFUL MISCONDUCT OR FRAUD, LOCALITY MEDIA SHALL NOT BE LIABLE TO THE CUSTOMER OR
CUSTOMER USERS FOR ANY DAMAGES IN CONNECTION WITH THIS AGREEMENT IN EXCESS OF THE
GREATER OF (A) THE AMOUNT OF FEES PAID OR PAYABLE BY THE CUSTOMER TO LOCALITY MEDIA WITHIN
THE 12 MONTH PERIOD IMMEDIATELY PRIOR TO THE EVENT GIVING RISE TO SUCH LIABILITY, OR (B) $5,000.
19. All notices, requests, demands, or consents under this Agreement must be in writing, and be delivered
personally, by email or facsimile followed by written confirmation, or by internationally recognized
courier service to the addresses of the parties set forth in this Agreement.
20. Except as otherwise provided below, neither party may assign this Agreement or any rights or
obligations hereunder without the prior written consent of the other party. Locality Media may assign
this Agreement or any rights or obligations hereunder to any Locality Media affiliate or in connection
with the merger or acquisition of Locality Media or the sale of all or substantially all of its assets related
to this Agreement, subject to the written consent of Customer which shall not be unreasonably
withheld. This Agreement shall be binding upon and inure to the benefit of the parties, their respective
successors and permitted assigns.
21. This Agreement shall be governed by and construed in accordance with the laws of the State of
California.
22. Any modification, amendment or waiver to this Agreement shall not be effective unless in writing and
signed by the party to be charged. No failure or delay by either party in exercising any right, power, or
remedy hereunder shall operate as a waiver of such right, power, or remedy.
23. The parties are independent contractors with respect to each other, and neither shall be deemed an
employee, agent, partner, or legal representative of the other for any purpose or shall have any
authority to create any obligation on behalf of the other. Neither party intends to grant any third -party
beneficiary rights as a result of this Agreement.
24. Any delay in or failure of performance by either party under this Agreement will be excused to the
extent caused by any event beyond the reasonable control of such party including, but not limited to,
acts of God, acts of civil or military authorities, strikes or other labor disputes, fires, interruptions in
telecommunications or Internet or network provider services, power outages, and governmental
restrictions.
25. Each provision of this Agreement is severable from each other provision for the purpose of determining
the enforceability of any specific provision.
26. Agreement Billing Information
a. Accounts Payable Contact
Name:
Email:
Phone:
b. Tax Exempt (Yes/No)
If yes, please email a copy of the Exempt Certificate to accounting(@firstdue.com.
c. Purchase Order Required (Yes/No)
If yes, return a copy of the Purchase Order with the signed agreement or email a copy to
accounting(@fir tdue.com.
EXHIBIT A
SCOPE OF SERVICES
Locality Media, Inc. dba First Due Page A-1
*114:ll-1III Ir_1
Scope of Services
Statement of Work I Newport Beach Fire Department
1. Introduction
1.1 Purpose
The purpose of this Statement of Work (SoW) document is to clearly define the Implementation,
Training, Data Migration, Integrations, Customer Success Manager, Customer Support, and
Assumptions for Customer from Locality Media, Inc. dba First Due (hereinafter, "First Due") for the
purchased product(s) set forth in Exhibit B — Quote ("Purchased Products") attached to the
Agreement.
1.2 Scope
This SOW includes the configuration, optimization, and deployment of the Purchased Products with
the goal of meeting the organizational needs of the Customer.
2. Implementation
2.1 Overview
First Due utilizes a combination waterfall and iterative approach to implementation. This includes
Discovery, Configuration, Optimization, Data Migration, Training, and Go -Live.
02
04
06
CONFIGURATION
DATA
GO -LIVE
MIGRATION
01
03
05
Q7
DISCOVERY
OPTIMIZATION
TRAINING
SUPPORT
& PLANNING
2.2 Implementation Resources
• Implementation Manager: Project lead and go -to person, acting as the primary liaison
between the Customer and the First Due project team. The Implementation Manager will
develop and execute the project plan, manage communication, and ensure adherence to
predefined timelines and quality standards. This individual is also responsible for helping to
configure the core system and some of the more straightforward modules.
Implementation Product Specialist(s): While the Implementation Manager will lead the overall
project, Product Specialists will be brought in to help configure and optimize specialty modules
such as Fire Prevention, ePCR, Assets & Inventory, Training, Scheduling, and Reporting. They
are product experts in First Due and are versed in industry best practices for their specific
product specialties. Depending on the modules purchased and complexity, your project may be
assigned 1-3 Product Specialists.
• Technical Implementation Specialist: Responsible for managing data migration from your
current vendor to First Due and the integration between First Due and CAD. The Technical
Implementation Specialist team comes from a diverse background, ranging from database
management to public safety software integration.
Customer Success Manager: As the point person after project completion, the Customer
Success Manager (CSM) will be part of the implementation as an advocate and to ensure a
seamless transition to support post go -live. During the Implementation they will regularly check -
in to ensure progress is being made and help with the addition of new modules or scope from a
commercial perspective. Post go -live, they will provide regular check -ins to ensure the
Customer is adopting the Purchased Products and deriving value from them.
• Training Manager: Responsible for developing and executing the training plan, with the goal of
effective adoption of the Purchased Products by Customer. The Training Manager will be
involved throughout the project to ensure they have the Customer specific knowledge to design
the most effective training plan possible.
2.3 Implementation Phases
2.3.1 Discovery & Planning: Once the Project has been assigned, Customer will receive a set of
tailored discovery questionnaires. Once filled out, the Implementation Manager will schedule
a Project Kick -Off. During this meeting the Customer will receive access to the First Due
platform, meet the project team and receive an initial product tour. The Implementation
Manager will also provide an overview of the project plan, decide the meeting cadence, and
formalize the next steps. CAD Integration and Data Migration planning meetings are also held
during this phase, if required. These meetings will be led by the Technical Implementation
Specialist.
• Key Meeting(s): Project Kick -Off, CAD Kick -Off, Data Migration Planning
• Milestone(s): Project Kick -Off, System Access
• Customer Task(s): Fill Discovery Questionnaires
• Deliverable(s): Welcome email, Initial Account Set -Up, System Logins Provided
2.3.2 Configuration: After planning is complete, the Implementation Manager will begin scheduling
the Configuration sessions. Before each configuration session there will be some light prep
work for the Customer to complete. Generally, there will generally be one (1) configuration
session per module, but in cases where there is more complexity, there may be multiple.
These sessions will be either be run by the Implementation Manager or the Implementation
Product Specialist, depending on the module.
• Key Meeting(s): Module Configuration Sessions (1-2 per module)
• Milestone(s): N/A
• Customer Task(s): Configuration Prep Work (per module)
• Deliverable(s): Initial Module Configuration
• Scope: All Purchase Products
2.3.3 Optimization: After the configuration is complete, the Customer will be provided with test
work (module User Acceptance Testing (UAT)) to complete. Following the completion of the
UAT work, Optimization Sessions will be held to review Customer feedback, correct any
issues, and finalize the configuration of the module. There will generally be one (1)
Optimization session per module, but in cases where there is more complexity, there may be
multiple. Once a module is configured and optimized, the Customer will be provided a module
sign -off document to review and sign. Note Configuration and Optimization sessions may run
interchangeably to ensure the project stays on -track.
• Key Meeting(s): Module Optimization Sessions (1-2 per module)
• Milestone(s): Module Acceptance and Sign -Off (1 per module)
• Customer Task(s): Optimization Prep Work (UAT per module)
• Deliverable(s): Module Optimization resulting in Customer Acceptance
• Scope: All Purchase Products
2.3.4 Data Migration: Data Migration will occur through -out the project and can be summarized in
three steps: (1) initial data migration at the beginning of the project required for configuration,
(2) import of historical records, usually occurring throughout the project, and (3) final data
migration immediately before go -live. First Due's Data Migration team will review your legacy
data environment and provide guidance on the best path to extract, map, and import the data
into First Due.
• Key Meeting(s): Data Migration Planning
• Milestone(s): Data Migration Sign -Off
• Customer Task(s): Extract or provide access to legacy data based on guidance from
First Due Data Migration team, Data Mapping Assistance, review and approve data
load.
• Deliverable(s): Data Migration Plan, Data Mapping Assistance, Data Import
2.3.5 Training: As the project is in the final stages, the Training Manager will work with the
Customer to arrange a training plan that will result in the successful adoption of the
Purchased Products. Note that while Webinar Administrator training will occur during
configuration and optimization sessions, the Training Manager will arrange formal Webinar
and/or Onsite Train -the -Trainer and/or End User Training Session(s). Additive to the provided
training, Customer will also have access to live weekly training academy sessions as well as
on demand online training videos and training guides via the First Due Knowledgebase.
• Key Meeting(s): Training Planning, Training Sessions
• Milestone(s): Training Completed
• Customer Task(s): Coordinate staff to be trained
• Deliverable(s): Training Plan and Training Session(s)
2.3.6 Go -Live: Once all modules have been signed off and training has been arranged or
completed, First Due will work with the Customer to kick-off the Go -live process. This
includes: (1) Final System Acceptance, (2) Go -live planning meeting, (3) Final Data Migration,
(4) Go -live, and (5) Post go -live implementation support.
• Key Meeting(s): Go -live planning, Post Go -live Check -Ins
• Milestone(s): System Acceptance, Go -live
• Customer Task(s): Final Testing
• Deliverable(s): Post Go -live Implementation Support (2-4 weeks)
2.3.7 Transition to Customer Success: Following the completion of the post go -live support
period and assuming all critical implementation tasks are complete, Customer will be
transitioned to their Customer Success Manager (CSM) and to the First Due Support team.
• Key Meeting(s): Customer Success Transition Meeting
• Milestone(s): Transition to Customer Success and Support
• Customer Task(s): N/A
• Deliverable(s): N/A
3. Training
Training is an integral part of any successful implementation. First Due is focused on providing your
agency adequate training to ensure effective user adoption of the platform. As part of this
Statement of Work, the Customer shall receive:
• Formal training as outlined in Exhibit A - Quote
• Administrator Training as part of the Configuration / Optimization
• Access to live First Due Academy Webinars
• Access to online recorded training videos and guides via an interactive knowledgebase
Any additional scope or detail related to Training will be listed below.
4. Data Migration
First Due understands the importance of data migration to our customers and has extensive
experience working to migrate historical records into the platform. First Due will use best efforts to
migrate applicable data from Customer's existing systems utilizing data migration best practices.
This includes:
• Data Migration Planning Session
• Assistance/Guidance in extracting data from existing system/s
• Mapping extracted data to First Due import workbooks
• Importing of Data into First Due
The Data Migration scope of this Statement of Work will be to import legacy data from Customer
existing systems in order for the Purchased Products to be operational. This includes operational
data and historic records. Note that there are times when certain data is not seen as valuable to
migrate to First Due. First Due and Customer will agree during the planning phase on what data
needs to be migrated and priorities around data migration.
5. Integrations
As part of this Statement of Work, First Due will Implement all integrations and relevant scope
outlined in Exhibit A — Quote. Integrations will be implemented during the configuration and
optimization phases outlined above. In most cases, these integrations will be aligned with the
module they are related. The only exception to this is the CAD Integration which, if part of scope,
will have its own dedicated session at the beginning of an implementation. Customer or complex
integrations may follow this same exception and have their own sessions to implement.
First Due will support these integrations post go -live. Note First Due is not responsible for outages,
issues, and failures of 3rd Party Vendors. First Due will, however, always endeavor to work with
Customer to resolve issues, regardless of responsibility.
Any additional scope or detail related to Integrations will be listed below.
6. Customer Success Manager
First Due understands the value of ongoing Customer Success activities post go -live. As part of this
Statement of Work, Customer will receive a Customer Success Manager who will be the point
person for Customer post go -live. Customer will receive regular check -ins to ensure the adoption of
the Purchased Products. As part of the regular check -ins, the Customer Success Manager can help
Customer with any major enhancements or issues, new feature updates, interest in other modules
and additional training needs.
7. Customer Support
A customer's success is important to First Due and we understand having a reliable, knowledgeable
Customer Support (or Support) team there to help is vital. Customer Support provides a central
point of contact to ensure that all customer support requests are responded to and resolved. Below
is a summary of the support components.
7.1 Contacting Customer Support
Customer Support is a service provided to our customers when they have questions, requests, or
issues with the Services. When Customer submits a support request, a Support Ticket (or Ticket) is
created within First Due's Support CRM and a unique ID (or ticket number) is assigned to track and
document Customer's support request.
We offer a variety of channels to communicate with our Support team:
Online: https://supi)ort.firstduesizeup.com/portal/en/kb/first-due-community-connect-
support
Email: support(cfirstdue.com
Phone: (516) 874-5818
7.2 Self -Service Resources
First Due strives to provide useful, empowering self-service resources that are available 24/7 on our
online Support Center. Our Knowledgebase contains step-by-step/how-to articles, FAQs, videos,
best practices, etc.
7.3 Hours of Operation
Customer Support hours of operation (Business Hours) are:
• Monday to Friday, 9:OOam — 6:OOpm ET**
• ** 24x7 Support available for Sev 1 (Down/Urgent) issues.
8. Assumptions
8.1 Customer Participation
Every successful implementation requires adequate participation from the Customer. Although First
Due is ultimately responsible for deliverables in the SoW, Customer agrees to attend the necessary
calls and complete required preparatory work in order to help drive the project forward. At a
minimum, Customer resources will be required for one (1) hour per week for meetings, and half an
hour to one (0.5-1) hour of prep work per week by one or multiple individuals. Customer
understands the importance of ensuring the correct Customer resources are available when
required.
8.2 Statement of Work Expiration
Excluding significant delays caused by the First Due team, this Statement of Work will expire within
twelve (12) months of the Subscription Start Date as detailed in Exhibit A — Quote. In situations
where the project is delayed for no fault of either party, First Due agrees to extend the term, only if
there is an agreed plan to complete the project within the extension period. Note the term expiration
does not apply to section 6 & 7 above and will not impact First Due's ability to support the Customer
post go -live.
8.3 Best Practice and Standard Workflow
First Due intends to meet the organizational needs of the Customer and their respective software
requirements by configuring the Purchased Products to closely align with existing workflows.
Although First Due is incredibly flexible, there may be times when First Due recommends using
standard functionality or best practice to ensure a timely implementation, and simplification of
current process. These workflows may differ from Customer existing workflows. Customer
understands the importance of collaboration to achieve the ultimate goal of successfully adopting
the Purchased Products and is aware there may be changes to existing workflow to accomplish
this.
8.4 Go -live Requirements & Gaps
Over the course of the Implementation, both parties may uncover functionality gaps in the
Purchased Products. Some of these gaps may have a material impact on the ability to implement or
adopt the product. Gaps of this nature, deemed Go -Live Requirements, will be prioritized to ensure
a timely go -live and project completion. However, in the case that certain features are not complete
before go -live, they will be added to module and system signoffs as exceptions and will be
completed within an agreed upon timeframe.
EXHIBIT B
SCHEDULE OF BILLING RATES
Locality Media, Inc. dBA First Due Page B-1
EXHIBIT B
Schedule of Billing Rates
Product Details
Total
Occupancy Management & Pre -Incident Planning
$5,400.00
Manage Occupancies, Pre -Incident Mapping, ArcGIS Maps, Fire Systems, Hazardous
Material, and Contacts.
Inspections
$7,200.00
Field Inspections, Configurable Checklists, Violation Management, Virtual Inspections,
Inspections Scheduler, and Integrated Pre -Incident Planning.
Invoicing
$7,200.00
Invoice Management, Bulk Mailing, Billing Report and Customizable Fee Schedules.
First Due Payments
$500.00
Seamless payment processing solution that allows for sending of invoices to customers and
payments completely online using credit card, debit card, ACH, and other electronic payment
methods, as well as payment reconciliation with First Due invoices module. Note, the cost for
the service is 3.9% + $ 0.30 cents per transaction. First Due will incorporate a transaction fee
of 2.85% as a pass -through to the City's customer and will invoice the City for the remaining
fee of 1.05% + $0.30 cents per transaction. This is an integrated service provided by
it
www.stripe.com.
Permitting
$2,400.00
Permit Management, Customizable Permit Types, Plan Review and Permit Fees.
Incident Reporting — NFIRS
$7,200.00
NFIRS Incident Documentation, State and Federal Compliance with automated submission.
Assets & Inventory
$6,600.00
Assets, vehicles, equipment and inventory management, assets and equipment checks, and
work order management.
Scheduling Integration wl Third Party (Telestaff)
$2,000.00
Scheduling Integration with Telestaff
Premium Online Training Package
$1,600.00
Up to 8 Hours Online Training with certified First Due Instructor
Implementation and Configuration Services
$7,200.00
Services related to configuring and customizing the First Due Platform as described in the
Statement of Work.
One -Time Fees Subtotal
$ 8,800.00
Subscription Fees Subtotal
$ 38,500.00
1st Year Total
$ 47,300.00
Statement of Work
Please see attached Statement of Work detailing the Implementation, Training, Data Migration,
Integrations, Customer Success Manager, Customer Support, and Assumptions for this Exhibit B —
Schedule of Billing Rates.
EXHIBIT C
INSURANCE REQUIREMENTS — PROFESSIONAL SERVICES
1. Provision of Insurance. Without limiting Consultant's indemnification of City, and
prior to commencement of Work, Consultant shall obtain, provide and maintain at
its own expense during the term of this Agreement, policies of insurance of the
type and amounts described below and in a form satisfactory to City. Consultant
agrees to provide insurance in accordance with requirements set forth here. If
Consultant uses existing coverage to comply and that coverage does not meet
these requirements, Consultant agrees to amend, supplement or endorse the
existing coverage.
2. Acceptable Insurers. All insurance policies shall be issued by an insurance
company currently authorized by the Insurance Commissioner to transact
business of insurance in the State of California, with an assigned policyholders'
Rating of A- (or higher) and Financial Size Category Class VII (or larger) in
accordance with the latest edition of Best's Key Rating Guide, unless otherwise
approved by the City's Risk Manager.
3. Coverage Requirements.
A. Workers' Compensation Insurance. Consultant shall maintain Workers'
Compensation Insurance, statutory limits, and Employer's Liability
Insurance with limits of at least one million dollars ($1,000,000) each
accident for bodily injury by accident and each employee for bodily injury by
disease in accordance with the laws of the State of California, Section 3700
of the Labor Code.
Consultant shall submit to City, along with the certificate of insurance, a
Waiver of Subrogation endorsement in favor of City, its City Council, boards
and commissions, officers, agents, volunteers and employees.
B. General Liability Insurance. Consultant shall maintain commercial general
liability insurance, and if necessary umbrella liability insurance, with
coverage at least as broad as provided by Insurance Services Office form
CG 00 01, in an amount not less than two million dollars ($2,000,000) per
occurrence, four million dollars ($4,000,000) general aggregate. The policy
shall cover liability arising from premises, operations, personal and
advertising injury, and liability assumed under an insured contract (including
the tort liability of another assumed in a business contract).
C. Automobile Liability Insurance. Consultant shall maintain automobile
insurance at least as broad as Insurance Services Office form CA 00 01
covering bodily injury and property damage for all activities of Consultant
arising out of or in connection with Work to be performed under this
Agreement, including coverage for any owned, hired, non -owned or rented
vehicles, in an amount not less than one million dollars ($1,000,000)
combined single limit each accident.
Locality Media, Inc. dBA First Due Page C-1
D. Cyber Liability Insurance. Consultant shall maintain cyber liability
insurance in an amount not less than two million dollars
($2,000,000) per claim and four million dollars ($4,000,000) in the
annual aggregate, covering (1) all acts, errors, omissions,
negligence, infringement of intellectual property; (2) network
security and privacy risks, including but not limited to unauthorized
access, failure of security, breach of privacy perils, wrongful
disclosure, collection, or negligence in the handling of confidential
information, privacy perils, including coverage for related
regulatory defense and penalties; (3) data breach expenses
payable whether incurred by City or Consultant, including but not
limited to consumer notification, whether or not required by law,
computer forensic investigations, public relations and crisis
management firm fees, credit file or identity monitoring or
remediation services in the performance of services for City or on
behalf of City hereunder.
4. Other Insurance Requirements. The policies are to contain, or be endorsed to
contain, the following provisions:
A. Waiver of Subrogation. All insurance coverage maintained or procured
pursuant to this Agreement shall be endorsed to waive subrogation against
City, its City Council, boards and commissions, officers, agents, volunteers
and employees or shall specifically allow Consultant or others providing
insurance evidence in compliance with these requirements to waive their
right of recovery prior to a loss. Consultant hereby waives its own right of
recovery against City, and shall require similar written express waivers from
each of its subconsultants.
B. Additional Insured Status. All liability policies including general liability,
excess liability, pollution liability, and automobile liability, if required, but not
including professional liability, shall provide or be endorsed to provide that
City, its City Council, boards and commissions, officers, agents, volunteers
and employees shall be included as insureds under such policies.
C. Primary and Non Contributory. All liability coverage shall apply on a primary
basis and shall not require contribution from any insurance or self-insurance
maintained by City.
D. Notice of Cancellation. All policies shall provide City with thirty (30) calendar
days' notice of cancellation (except for nonpayment for which ten (10)
calendar days' notice is required) or nonrenewal of coverage for each
required coverage.
5. Additional Agreements Between the Parties. The parties hereby agree to the
following:
A. Evidence of Insurance. Consultant shall provide certificates of insurance to
City as evidence of the insurance coverage required herein, along with a
Locality Media, Inc. dBA First Due Page C-2
waiver of subrogation endorsement for workers' compensation and other
endorsements as specified herein for each coverage. Insurance certificates
and endorsement must be approved by City's Risk Manager prior to
commencement of performance. Current certification of insurance shall be
kept on file with City at all times during the term of this Agreement. The
certificates and endorsements for each insurance policy shall be signed by
a person authorized by that insurer to bind coverage on its behalf. At least
fifteen (15) days prior to the expiration of any such policy, evidence of
insurance showing that such insurance coverage has been renewed or
extended shall be filed with the City. If such coverage is cancelled or
reduced, Consultant shall, within ten (10) days after receipt of written notice
of such cancellation or reduction of coverage, file with the City evidence of
insurance showing that the required insurance has been reinstated or has
been provided through another insurance company or companies. City
reserves the right to require complete, certified copies of all required
insurance policies, at any time.
B. City's Right to Revise Requirements. City reserves the right at any time
during the term of the Agreement to change the amounts and types of
insurance required by giving Consultant sixty (60) calendar days' advance
written notice of such change. If such change results in substantial
additional cost to Consultant, City and Consultant may renegotiate
Consultant's compensation.
C. Right to Review Subcontracts. Consultant agrees that upon request, all
agreements with subcontractors or others with whom Consultant enters into
contracts with on behalf of City will be submitted to City for review. Failure
of City to request copies of such agreements will not impose any liability on
City, or its employees. Consultant shall require and verify that all
subcontractors maintain insurance meeting all the requirements stated
herein, and Consultant shall ensure that City is an additional insured on
insurance required from subcontractors. For CGL coverage, subcontractors
shall provide coverage with a format at least as broad as CG 20 38 04 13.
D. Enforcement of Agreement Provisions. Consultant acknowledges and
agrees that any actual or alleged failure on the part of City to inform
Consultant of non-compliance with any requirement imposes no additional
obligations on City nor does it waive any rights hereunder.
E. Requirements not Limiting. Requirements of specific coverage features or
limits contained in this Section are not intended as a limitation on coverage,
limits or other requirements, or a waiver of any coverage normally provided
by any insurance. Specific reference to a given coverage feature is for
purposes of clarification only as it pertains to a given issue and is not
intended by any party or insured to be all inclusive, or to the exclusion of
other coverage, or a waiver of any type. If the Consultant maintains higher
limits than the minimums shown above, the City requires and shall be
entitled to coverage for higher limits maintained by the Consultant. Any
Locality Media, Inc. dBA First Due Page C-3
available insurance proceeds in excess of the specified minimum limits of
insurance and coverage shall be available to the City.
F. Self -insured Retentions. Any self -insured retentions must be declared to
and approved by City. City reserves the right to require that self -insured
retentions be eliminated, lowered, or replaced by a deductible. Self-
insurance will not be considered to comply with these requirements unless
approved by City.
G. City Remedies for Non -Compliance. If Consultant or any subconsultant fails
to provide and maintain insurance as required herein, then City shall have
the right but not the obligation, to purchase such insurance, to terminate this
Agreement, or to suspend Consultant's right to proceed until proper
evidence of insurance is provided. Any amounts paid by City shall, at City's
sole option, be deducted from amounts payable to Consultant or reimbursed
by Consultant upon demand.
H. Timely Notice of Claims. Consultant shall give City prompt and timely notice
of claims made or suits instituted that arise out of or result from Consultant's
performance under this Agreement, and that involve or may involve
coverage under any of the required liability policies. City assumes no
obligation or liability by such notice, but has the right (but not the duty) to
monitor the handling of any such claim or claims if they are likely to involve
City.
Consultant's Insurance. Consultant shall also procure and maintain, at its
own cost and expense, any additional kinds of insurance, which in its own
judgment may be necessary for its proper protection and prosecution of the
Work.
Locality Media, Inc. dBA First Due Page C-4
q 2 289 D+ 82 ® L
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ski Insured
Name:
Locality Media, Inc. dba First Due
•
n
Account Number:
FV00001289
Address:
107 7th Street, Garden City, NY,
11530
Status:
Referral
Compliant with Waived
Deficiencies.
Insured
_Y.-.__..__._-.___.._----------.l...._.........------__._
lBusiness Units) Print Insured Info
Account Information
i
Account Number: FV00001289
Risk Type: Professional
Services
Agreement
Do Not Call:
Address Updated:
Address Information
Mailing Address
Physical Address
Insured:
Locality
Media, Inc.
dba First
Due
i Address 1:
107 7th
Street
Address 2:
-- _._._.....__...---------...
City-
Garden Citv
Contract Information
Contract Number:
Contract Start Date: Contract End Date:
Contract Effective Date: Contract Expiration Date:
Description of Services: Records Safety Form II:
Management
System
Software
Contact Information
Contact Name:
Phone Number:
Fax Number:
E-Mail Address:
Approval Date:
Rush:
No
Contract on File:
No
Certificate Received:
No
Indemnification Agreement:
No
Tax Id:
This Account created by 936 on 11 /25/2024.