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Home My WebLink AboutC-7927-1 - License AgreementAMENDMENT NUMBER I TO LICENSE AGREEMENT BETWEEN FIRST AMERICAN DATA TREE LLC AND CITY OF NEWPORT BEACH This Amendment 1 is between the City of Newport Beach, a municipal corporation and charter city ("Client"), and First American Data Tree LLC, a Delaware limited liability company ("Data Tree"), and amends the October I, 2020 License Agreement between Client and Data Tree (the "Agreement"). This Amendment 1 is effective upon the date below ("Amendment 1 Effective Date"). For good and valuable consideration, the receipt of which is hereby acknowledged, the Parties agree as follows: 1. Section I (Services & Delivery) of Exhibit A to the Agreement is hereby restated in its entirety as follows: I. SERVICES & DELIVERY. Data Tree shall provide Client with the Services listed below via the delivery method listed below. Bulk Data Assets Historical Data Update Freguency Delivery Method Assessor Data N/A Daily FTP Mortgage and Deeds Data N/A Daily FTP Data Tree shall provide the categories of Data Elements above for the properties located in the City of Newport Beach, in the format set forth in Section I ("Extract Layout'). 2. Section II (Extract Layout) of Exhibit A to the Agreement is hereby amended to include the following: B. Mortgages and Deeds: First American Fleld Name Type Size Descriptions PROPERTY IDENTIFICATION INFORMATION FIPS varchar 5 The FIPS county code is a five -digit Federal Information Processing Standard (FIPS) code that uniquely identifies counties and county equivalents in the United States. 010 Pro a ID brgmnt ] I The First American Derived ID that uniquely identifies a property in the First American Database. APN varchar 45 Assessors Parcel Number or Parcel Identification Number. An arbitrary parcel identifier assigned by the county Assessor to simplify identification and expedite the locating of pamels APNSe Nbr varchar 3 Internal sequence number assigned to Assessor Parcel Number OldAPN varchar I 45 I Indicate whether field Alt/Old APN is an Old or Alternate APN. ; Subdivision/Split Ta%AccountNmuber varchar 45 When provided in the assessment files, an arbitrary parcel identifier usually assigned by the County Treasurer for tax purposes. MatchedFlag varchar 1 First American flag that indicates the transaction is matched to the current assessment/tax roll file PROPERTY ADDRESS (SITUS) INFORMATION SimsHouseNbr varchar 30 House number of the property address SitusHouseNbrSufiix varchar 10 Alpha digits found to the right of the house number of the property address SitusDirectionLeft varchar 2 Direction of the street SltusStreet varchar 60 Name or number of the street. SitusMode varchar 10 Suffix of the Street SitusDirectionRi ht varchar 2 Represents the quadrant of the city the street segment lies. SitusUnitType varchar 20 The type used in the property address for the unit. SitusUnitNbr varchar 1 15 The unit or suite number of the property address ROM11E15, Page 1 of 4 Situscity varchar 55 1 The city for the property address SitusState varchar 2 Two letter state abbreviation SitusZIPS varchar 5 Five digit code assigned by the USPS SitusZIP4 varchar 4 Four digit code assigned by the USPS SimsCarrierCode varchar 4 Four digit code used by the local mail carrier to identify delivery path BUYER BuycrBomawerICorpInd varchar I Property Owner is identified as a corporation. Bu erBorrowerlName varchar 60 Buyer or Borrower Full Name Bu erBortowerlE[allnd varchar I Indicator that there may be additional names on the transaction that are not on the represented on the record provided. Bu erBomowerlCareOtName varchar 60 Care Of Name used for mailing. Bu erBorrowerl Ownershi Ri htsCode varchar 3 The vesting type that has been declared for the owner/buyer party names. BuyerBonowerlRelationshipType varchar 3 The relationship type that has been declared for the owneribuyer party names. BUYER2 Bu erBorrower2Co Ind varchar 1 Property Owner is identified as a corporation Bu erBomwver2Narne varchar 60 Buyer or Borrower Full Name Bu erBormwer2Ownershi Ri htsCode varchar 3 The vesting type Bu erBorrowe RelationshipType varchar 3 The relationship between buyers or borrowers MAILING ADDRESS Mailin HouseNbr varchar 30 House number of the property address Mailin HouseNbrSuf x varchar 10 Alpha digits found to the right of the house number of the property address Mailin DirectionLeft vambar 2 Direction of the street Mailin Street varchar 60 Name or number of the street. Mailin Mode varchar 2 Suffix of the Street Mailin DirectionRi ht varchar 2 Represents the quadrant of the street MailingUnitType varchar 20 The type used in the properly address for the unit. Mailin UnitNbr varchar 15 The unit or suite number of the properly address MailingCity varchar 55 The city for the property address Mailin State varchar 2 Two letter state abbreviation Mailin ZIPS varchar 9 Five digit code assigned by the USPS Mailin ZIP4 varchar 4 Four digit code assigned by the USPS Mailin CarrierCode varchar 4 Four digit code used by the local mail carrier to identify delivery path Mailin Coun Fi sCode varchar 5 County Fips for Mailing Address Mailin Fomi nAddresslnd varchar I I Indicates the mailing address is a foreign address SALES INFORMATION FATransactionlD bigint 20 First American unique number assigned to each transaction. Recordin Date varchar S Date the transaction was recorded by the county/jurisdiction. SaleDate varchar S Date of execution of the document DocumentNbr varchar 20 Recorders Document Number Recordin Book varchar 10 Recorders Book Number Recordin Pae varchar 10 Recorders Page Number NewConstructionFlag varchar 1 I First American Bag indicating the sale is for a property with a new structure LEGAL DESCRIPTION LotCode varchar 2 Identifies properties which include more than one lot or partial lots. See "Code Desc" Tab. LotNbr varchar 7 The individual lot(s) which comprise the property. The actual lot number(s) such as in a tract or subdivision. If more than one, as many multiple lot numbers as allowed by the field length are entered, separated with a comma (,) or ampersand (&). A hyphen is used to indicate a range (-). Refer to Lot Code Field 439). LandLot varchar 10 A large portion or tract of land (which may also encompass many individual blocks or lots) in which the roe is located. Block varchar 7 1The block of the subdivision or city in which the property is located. Page 2 of 20-1043 3. Capitalized terms used without definition herein shall have the meanings ascribed to them in the Agreement. 4. All other terms of the Agreement shall remain in full force and effect. [SIGNATURES ON FOLLOWING PAGE] Page 3 of 4 20-1043 The section of the city in which the property is located. Not the same as the Section varchar 7 "Section' of a Township -Range. See Legal: Sec/TWn/Rn er Field #51 . The district in which the property is located. Usually a numeric code corresponding to the literal name in Legal: City, Municipality, Township District varchar 12 Field #46). The subdivision unit number. Common for condominiums, townhomes, etc. Le alUnit varchar 6 Not necessarily the same as the property Unit Number(Field #S). The jurisdiction in which the property, is located. May be "Unincorporated", if applicable. Often a description of the code provided in Legal: District Municipality varchar 30(Field #43). Not necessarily the same as the Property Ci Field #3). SubdivisionName varchar 40 The name of the subdivision, plat, or tract in which the property is located. SubdivisionPhaseNbr varchar 7 Generally, the phase of a subdivision or tract development. The number of the tract in which the property is located. Followed by VOR" SubdivisionTractNbr varchar 10(portion o when applicable. Format SEC 99 TWN 99A RNG 99A Where "A" = Directional (N/S for TWN and E/W for RNG) Meridian varchar 30 Standardized to identify each portion. Multiples indicated with the ampersand (&), and ranges separated with a hyphen (-). Depending on the length of the AssessomMa Ref varchar 15 Map Reference, spaces may be omitted. Le alDescri tion varchar 250 Legal Description captured from municipality Assessor. ADDITIONAL TRANSACTION INFORMATION MultiAPN varchar 1 Indicator if more than one property in involved in the transaction datetime 15 Tinrestamp applied to transaction records when an edit, change, or update has FATinreStam been ap lied to the record. -- 2015-09-25 varchar I Update/Change/Insert/Delete (Update and Change mean that there is an FARecordT e update to the record and should be treated as the same 3. Capitalized terms used without definition herein shall have the meanings ascribed to them in the Agreement. 4. All other terms of the Agreement shall remain in full force and effect. [SIGNATURES ON FOLLOWING PAGE] Page 3 of 4 20-1043 THE PARTIES HAVE READ, UNDERSTOOD AND AGREED TO THE TERMS AND CONDITIONS OF THIS AMENDMENT I. CITY OF NEWPORT BEACH By: Name: Grace K. Leung Title: City Manager FIRST AMERIC�IN ATA E LLC By: Name: Robert Karma Title: Address: 100 Civic Center Drive Address: Newport Beach, California 92660 ATTEST: LN Leilani Brown City Clerk APPROVED AS TO FORM: CITY ATTORNEY'S OFFICE N-t#F:0 Aaron C. Harp City Attorney President 4 First American Way Santa Ana, California 92707 Amendment 1 Effective Date: October 2, 2020 Manager Approval: Legal Approval: Page 4 of 4 20-1043 N LICENSE AGREEMENT rThis License Agreement is entered into between First American Data Tree LLC, a Delaware limited liability company ("Data V Tree"), on behalf of itself and its subsidiaries and affiliates, and the City of Newport Beach, a municipal corporation and charter city ("Client") (collectively, the "Parties," or individually, a "Party"). This License Agreement is made and entered into as of this I st day of October, 2020 ("Effective Date"). 1. Definitions. 1.1 "Agreement" means this License Agreement, together with any exhibits, schedules, orders, or amendments. 1.2 "Confidential Information" means Client's (i) information disclosed by a Party or its affiliates relating to the Services; (ii) other confidential, proprietary or trade secret information disclosed by that Party; and (iii) any compilation or summary of information or data that is itself confidential. 1.3 "Derivative Product" means analytical or reporting data or information that is generated or derived from or that utilizes or incorporates any part of the Services, including but not limited to, a report, valuation, valuation model, assessment, appraisal, derived metric, or summary analysis of information that is created using the Services. A Derivative Product does not include a copy of any portion of the Services in the form provided by Data Tree, without alteration by Client. 1.4 "End User" means, if applicable, an individual or entity determined by Client to have a legitimate business need to use and whom Client has approved as a qualified recipient of the Services or Derivative Products, and, if applicable, who has permission to access Client's system on a restricted basis using an assigned password or other security mechanism. 1.5 "Permitted Applications" means the authorized use of the Services set forth herein. 1.6 "Services" means the software applications, models, analytics, data, reports, scores, images and any applicable user manuals and any other services provided by Data Tree to Client as specified in the attached Exhibits A and B. The Services include any corrections, bug fixes, enhancements, updates or other modifications to the Services. 2. License 2.1 License Grant. Subject to the terms and conditions of this Agreement, Data Tree grants to Client a non-exclusive, non- transferable, limited license under Data Tree's intellectual property rights in the Services to use the Services solely for the Permitted Applications. There are no implied licenses under this Agreement, and any rights not expressly granted to Client are reserved by Data Tree for its own use and benefit. 2.2 License Restrictions. Client represents and warrants to Data Tree that it shall comply, and ensure that its End Users (and any other third party authorized by Data Tree to receive the Services) comply, with the following: (a) Client shall not use the Services for purposes other than those defined in the Permitted Applications. Unless expressly authorized in the Permitted Applications, Client shall not: (i) share the Services with any End User, parent, subsidiary, affiliate or other third party, including any third parties involved in any joint venture or joint marketing arrangements with Client; (ii) disclose, use, disseminate, reproduce or publish any portion of the Services in any manner or permit the same; (iii) process or combine any portion of the Services or permit any portion of the Services to be processed or combined with other data or software from any other source; (iv) allow access to the Services through any terminals located outside of the United States or outside of Client's operations or facilities; (v) use the Services to create, enhance or structure any database for resale or distribution; (vi) redistribute the Services or Client's products over the internet; or (vii) use the Services to create Derivative Products. (b) Client shall not use the Services: (i) as a factor in establishing an individual's eligibility for credit or insurance; (ii) in connection with underwriting individual insurance; (iii) in evaluating an individual for employment purposes; (iv) in connection with a determination of an individual's eligibility for a license or other benefit granted by a governmental authority; (v) in any way that would cause the information to constitute a "consumer report" under the Fair Credit Reporting Act, 15 U.S.C. § 1681 et seq.; or (vi) in any other manner that would cause such use to be construed as a consumer report by any governmental authority. (c) Client shall not use the Services in any way that: (i) infringes Data Tree's or any third party's copyright, patent, trademark, trade secret or other intellectual property or proprietary rights or rights of publicity or privacy; (ii) violates any law, statute, ordinance or regulation; or (iii) is defamatory, trade libelous, unlawfully threatening or unlawfully harassing. Page I of 10 GF 20-0637 Ver: June 2019 (d) Client shall: (i) obtain any necessary licenses, certificates, permits, approvals or other authorizations required by federal, state or local statute, law or regulation applicable to Client's use of the Services; and (ii) limit use of the Services to its employees who have been appropriately trained. (e) Client shall not disassemble, decompile, manipulate or reverse engineer Data Tree's Confidential Information or any portion of the Services. Client shall take all necessary steps to prevent unauthorized use or disclosure or disassembly, decompiling, manipulation or reverse engineering of Data Tree's Confidential Information or any portion of the Services. (f) All product names relating to the Services are registered or common law trademarks or service marks (collectively "Trademarks") of Data Tree or its affiliates or data providers and no right or license to use the Trademarks is granted under this Agreement. Unless authorized in writing by Data Tree, Client shall not use the Trademarks in any advertising or promotional material nor shall Client disclose Data Tree as a data source to any third party, except that such disclosures may be made as required by federal, state or local law or regulation.. Client shall not remove, alter or obscure any Trademarks or proprietary notices contained in the Services or other materials provided by Data Tree, unless expressly authorized in the Permitted Applications. 2.3 Permitted Applications. Client shall use the Services solely for Client's own internal business purposes, and shall not resell, relicense, or otherwise redistribute the Services to any third party. 3. Fees 3.1 Fees. Client shall pay to Data Tree a monthly fee of $350.00 for the Services described in Exhibit A, and a monthly fee of $150.00 for the Services described in Exhibit B. Data Tree's compensation for all Services in accordance with this Agreement, including all reimbursable items, shall not exceed Thirty Thousand Dollars and 00/100 ($30,000.00), without prior written authorization from Client by and through an amendment to the terms of the Agreement. No billing rate changes shall be made during the term of this Agreement without the prior written authorization of Client. With respect to the Services in Exhibit B, (a) the fees indicated are in consideration of no more than 10 user licenses; and (b) additional transactional fees may be incurred upon Client's access to certain products, as further described in said Exhibit. Client shall pay Data Tree the Fees within 30 days of Data Tree's date of invoice. 3.2 Taxes/Credit Card Fees. Fees are exclusive of sales, use, ad valorem, personal property, and other taxes, which are the responsibility of Client. Data Tree shall charge Client applicable sales tax. Client shall file all other taxes. If applicable, Client shall provide Data Tree with a resale or exemption certificate in order to notify Data Tree how to appropriately invoice Client for taxes. 4. Term; Termination 4.1 Term and Termination. The term of this Agreement commences on the Effective Date and terminates on September 30, 2021, unless terminated earlier as set forth herein. Thereafter, the term will automatically renew for additional four (4) successive 12 month terms. This Agreement may not be terminated without cause during the term. If either Party breaches any provision of this Agreement, the non -breaching Party may, upon providing written notice of such breach, terminate this Agreement if the breach is not cured within 30 days following such notice. 4.2 Effects of Termination. Upon termination of this Agreement, all license rights granted by Data Tree to Client terminate and Client shall pay Data Tree in full for all Services accessed or delivered. Within 15 days of termination of this Agreement by either Party, Client shall destroy all Services, Data Tree's Confidential Information and all copies of the same and certify by an officer of Client that such Services, Data Tree's Confidential Information and all copies of the same have been destroyed. 5. Confidentiality 5.1. Obligations. Neither Party shall use, disseminate, reproduce or permit to be used, disseminated or reproduced, or in any way disclose the other Party's Confidential Information to any person or entity except as required by law or as specifically permitted in this Agreement. Absent prior written consent of the other Party, each Party shall disclose Confidential Information only to those of its employees and independent contractors who have previously agreed to be bound by the terms and conditions of this Agreement and its in-house and outside legal counsel who need to know such information. Each Party shall treat all Confidential Information disclosed to it in connection with this Agreement as strictly confidential using commercially reasonable measures at least equal to those used by such Party with respect to its own Confidential Information. GF 20-0637 Page 2 of 10 Ver: June 2019 5.2 Exceptions. The restrictions on use and disclosure of Confidential Information set forth in Section 9.1 shall not apply to any particular Confidential Information when and to the extent that the Confidential Information: (i) is or becomes generally available to the public through no fault of the receiving Party (or anyone acting on its behalf); (ii) was previously rightfully known to the receiving Party free of any obligation to keep it confidential; (iii) is subsequently disclosed to the receiving Party by a third party who may rightfully transfer and disclose the information without restriction and free of any obligation to keep it confidential; (iv) is independently developed by the receiving Party or a third party without reference or access to the disclosing Party's Confidential Information; or (v) is otherwise agreed upon by the Parties not to be Confidential Information. The receiving Party may disclose Confidential Information if required to do so as a matter of law, regulation or court order, provided that: (i) the receiving Party shall use all reasonable efforts to provide the disclosing Party with at least 10 days prior notice of such disclosure, (ii) the receiving Party shall disclose only that portion of the Confidential Information that is legally required to be furnished, and (iii) the receiving Party shall use reasonable efforts to seek from the party to which the information must be disclosed confidential treatment of the disclosed Confidential Information. 6. Data Tree Warranty; Indemnification• Disclaimers; Limitation of Liability 6.1 Disclaimer. THE SERVICES ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, OR WARRANTIES BASED ON COURSE OF DEALING OR USAGE IN TRADE. DATA TREE DOES NOT ASSUME, AND EXPRESSLY DISCLAIMS, ANY LIABILITY TO ANY PERSON OR ENTITY FOR LOSS OR DAMAGE CAUSED BY ERRORS OR OMISSIONS IN THE SERVICES, WHETHER SUCH ERRORS OR OMISSIONS RESULT FROM NEGLIGENCE, ACCIDENT, OR OTHER CAUSE. DATA TREE MAKES NO REPRESENTATIONS OR WARRANTIES ABOUT THE LEGALITY OR PROPRIETY OF THE USE OF THE SERVICES IN ANY GEOGRAPHIC AREA. 6.2 Data Tree's Limitation of Liability. NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THIS AGREEMENT, DATA TREE'S TOTAL LIABILITY AND CLIENT'S EXCLUSIVE REMEDY UNDER OR RELATED TO THIS AGREEMENT IS LIMITED TO DIRECT MONEY DAMAGES NOT EXCEEDING $10,000.00. THIS LIMIT IS CUMULATIVE AND ALL PAYMENTS UNDER THIS AGREEMENT ARE AGGREGATED TO CALCULATE SATISFACTION OF THE LIMIT. THE EXISTENCE OF MULTIPLE CLAIMS DOES NOT ENLARGE THE LIMIT. NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THIS AGREEMENT, DATA TREE SHALL HAVE NO LIABILITY UNDER OR IN ANY WAY RELATED TO THIS AGREEMENT FOR ANY LOSS OF PROFIT OR REVENUE OR FOR ANY CONSEQUENTIAL, INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, OR EXEMPLARY DAMAGES, EVEN IF DATA TREE IS AWARE OF THE POSSIBILITY OF SUCH LOSS OR DAMAGES. 6.3 Compliance with Laws. In the provision and utilization of the Services, each Party shall comply with all applicable federal, state, and local laws and regulations, including but not limited to laws and regulations related to consumer privacy and solicitation. 7. General Provisions 7.1 Governing Law; Jury Trial. The interpretation and construction of this Agreement are governed by the laws of the State of California. Each of the Parties waives the right to a jury trial. 7.2 Assignment. Client shall not assign or transfer this Agreement or any rights or obligations under this Agreement. A change in control constitutes an assignment under this Agreement. Any unauthorized assignment or transfer shall be void and constitutes ground for immediate termination of this Agreement by Data Tree. This Agreement binds and inures to the benefit of the Parties and their respective permitted successors and permitted assigns. 7.3 Entire Agreement. With respect to the Services provided under this Agreement, this Agreement constitutes the entire agreement between the Parties and supersedes all prior and contemporaneous agreements and understandings of the Parties. No modifications to this Agreement are effective unless in writing and signed by both Parties. 7.4 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. 7.5 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. 7.6 Notices. All notices permitted or required to be delivered under the terms of this Agreement shall be addressed to the Parties as specified in the signature block below. GF 20-0637 Page 3 of 10 Ver: June 2019 THE PARTIES HAVE READ, UNDERSTOOD AND AGREED TO THE TERMS AND CONDITIONS OF THIS AGREEMENT. CITY OF NEWPORT BEACH By: Name: Grace K. Leung Title: City Manager Address: 100 Civic Center Drive Newport Beach, California 92660 ATTEST: By:�� g4—Leilani Brown City Clerk APPROVED AS TO FORM: CITY ATTORNEY'S OFFICE By lav- Aaron C. Harp A 9•�o•w City Attorney FIRSTAMER N ATA TREE LLC By: Name: Robert Karma Title: President Address: 4 First American Way Santa Ana, California 92707 Manager Approved: Legal Approved: L }7 GF 20-0637 Page 4 of 10 Ver: June 2019 EXHIBIT A BULK DATA ASSETS I. SERVICES & DELIVERY. Data Tree shall provide Client with the Services listed below via the delivery method listed below. Bulk Data Assets Historical Data Update Frequency Delivery Method Assessor Data I N/A Daily I FTP Data Tree shall provide the categories of Data Elements above for the properties located in the City of Newport Beach, in the format set forth in Section I ("Extract Layout"). II. EXTRACT LAYOUT Property Field Name Ty Size Descrl tions PROPERTY IDENTIFICATION INFORMATION PIPSvarchar 5 The FIPS county code is a five -digit Federal Information Processing Standard (FIPS) code that uni uel identifies counties and coon a uivalents in the United States. V008 Bi Int 11 The First American Derived ID that uniquely identifies a property in the First American Database, varchar 45 Assessors Parcel Number or Parcel Identification Number. An arbitrary parcel identifier assigned b the coon Assessor to sim li identification and ex dite the locatingof parcels varchar 3 Internal sequence number assigned to Assessor Parcel Number varchar 45 OTHER APN (type is based on OIcA nlndicamr) varchar 1 Type of 'PN in the OldAPN field (O= OldAPN, A = AltemateAPN,P = Parent, S = SubDiv/Split) er varchar 45 When provided in the assessment files, an arbitrary parcel identifier usually assigned by the County Treasurer for tax purposes. PROPERTY ADDRESS INFORMATION SitusFullStreetAddressUvaha 116 Combined street address of the ro perty SitusHouseNbr 30 House number of the property address SitusHouseNbrSuffix 10 Alpha digits found to the right of the house number of the property address SitusDirectionLeft 2 Direction of the street SitusStreet 60 Name or number of the street. SitusMode 10 Suffix of the Street SitusDirectionRi t 2 Represents the quadrant of the city the street segment lies. SitusUnitT a varchar 20 The type used in the property address for the unit. SitusUnitNbr varchar 15 The unit or suite number of the roe address Situsci varchar 55 The city for the property address SimsState varchar 2 Two letter state abbreviation SitusZIP5 varchar 5 Five di it code assigned by the USPS SltusZIP4 varchar 4 Four digit code assigned by the USPS SitusCarrierCode varchar 4 Four digit code used by the local mail carrier to identify delivery path SitusLatitude float 12 FA standard latitude of the property SitusLon iIude float 12 FA standard longitude of the property SitusGeoStatusCode I varchar I I Code describing the accuracy of the hulling PROPERTY INFORMATION Pro a ClasslD varchar 3 A First American general code used to easily recognize specific property types (e.g, Residential, Commercial Office). LandOseCode varchar l0 A First American established Land Use code converted from various county Land Use codes. Land Use code standardized for all counties. StateLandUseCode varchar 10 Land Use as established by the State. CountyLandUseCode varchar 10 Land Use as established by the County Zoning varchar 10 Zoning of a property m assigned by the assessor of a municipals . SitusCensusTract varchar 10 Census Tract, Census Block and Census Block Suffix. These numbers are established by the US De artment of Commerce Bureau Of The Census. SitusCensusBlock varchar 4 Census Block. These numbers are established by the US Department of Commerce Bureau Of The Census. MobileHomelnd varchar 1 This field is po ulated with a "Y" or "T" if a Mobile Home is resent on the parcel. TimeshareCode varchar I This field is populated with a "Y" or "T" if a property is a timeshare. SchoolDisnictName varchar 80 First American standardized school dirstrict name LOT/ TAR DINFORMATION LotSizeFronta ePeet varchar 1 12 1 The linear feet across the front of the lot LotSizeDe thFeet varchar12 The linear feet between the front and back of [he lot. LotSizeAcres varchar 10 This field contains the total area measurement of the land in acres. LotSizeS Ft int 11 This field contains the total area measurement of the land in square feet. GF 20-0637 Page 5 of 10 Ver: June 2019 OF 20-0637 Page 6 of 10 Ver: lune 2019 OWNER INFORMATION OwnerlCo Ind varchar I Property Owner is identified as a corporation. Ownerl LastName varchar 60 First Owner Last name OwnerlFirstName varchar 30 First Owner First name Ownerl MiddleName varchar 10 First Owner Middle name Ownerl Suffix varchar 5 First Owner Generation identifier Owne2Co Ind varchar 1 Property Owner is identified as a corporation. Owner2LastName varchar 60 Second Owner Last name Owne2FirstName varchar 30 Second Owner First name Owner2MiddleName varchar 10 Second Owner Middle name Owner2Suffix varchar 5 Second Owner Generation identifier OwnerNAMEIFULL varchar 80 First Full Owner Name OwnerNAME2FULL varchar 80 Second Full Owner Name OwnerOccu ied varchar 1 Flag if roperty is owner occupied OwnerlOwnershi Ri hts varchar 3 Code indicating the rights an owner has to the property MAIL ADDRESS INFORMATION Mailin FullStreetAddress varchar 116 Combined mailing address Mailin HouseNbr varchar 30 House number of the mailing address Mailin HomeNbrSuffix varchar 10 AI ha digits found to the right of the house number of the mailing address Mailin DirectionLeft varchar 2 Direction of the street Mailin Street varchar 60 Name or number of the street. Mailin Mode varchar 10 Suffix of the Street Mailin DirectionRi ht varchar 2 Represents the quadrant of the city the street segment lies. MailinlIUniape varchar 20 The type used in the property address for the unit. Mailin UnitNbr varchar 15 The unit or suite number of the 2Mperty address MailingCity varchar 55 The city for the property address Mailin State varchar 2 Two letter state abbreviation MailingZIP5 varchar 9 Five digit code assigned by the USPS MailingZIP4 varchar 4 Four digit code assigned by the USPS Mailin CarrierCode varchar 4 Four digit code used by the local mail carrier to identify delivery path Mailin O tout varchar 1 The property owner has registered to be excluded from direct marketing solicitations Mailin CONamevarchar 80 Mailing Care Of Name Mailin Forei nAddresslnd varchar 1 Indicates the mailing address is a foreign address VALUES INFORMATION AssdTotalValue int 11 The Total Assessed Value of the Parcel's Land & Improvement values AssdLandValue in[ 11 The current assessed value of the land only (before exemptions, if any) as reported on the current coup tax/assessment roll. Whole dollars only. Assdlm rovementValue int 11 The current assessed value of the improvements only (before exemptions, if any) as reported on the current county tax/assessment roll. Whenever separate fields are provided for additional improved values this will be the total of all improvement values. Whole dollars only. MarketTotalValue int 11 The Total Market Value of the Parcel's Land & Improvement value MarketValueLand int 11 When available from the county, the Market Land Value as determined by the Assessor. MarketValueIm rovement int 11 When available from the county, the Market Improvement Value as determined by the Assessor. TaxAmt bi int 11 Amount of tax due from a propertyowner TaxYear varchar 4 Year taxes are billed TaxDeli uentYear varchar 4 The initial tax year of delinquency. MarketYear varchar 4 Year of the Market values on a property AssdYear varchar 4 Year of the Assessed values on a property TaxRa[eCodeArea varchar, 10 Represents separate tax jurisdictions within the county as provided on the county tax/assessment roll. SchooIT DistrictlCode varchar IS Additional School or Tax District code specifying for the property, SchoolTaxDistrict2Code varchar 15 Additional School or Tax District code specifying for the property. SchoolTmDistrict3Code varchar 15 Additional School or Tax District code specifying for the property. Tax Exemption INFORMATION Homesteadlnd varchar 1 HOMEOWNER EXEMPTION FLAG Veteranlnd varchar 1 VETERAN EXEMPTION FLAG Disabledlnd varchar 1 DISABLED EXEMPTION FLAG Widowlnd varchar 1 WIDOW EXEMPTION FLAG Seniorind varchar 1 SENIOR CITIZEN EXEMPTION FLAG SchoolColle elnd varchar I SCHOOL/COLLEGE EXEMPTION FLAG Reli iouslnd varchar 1 RELIGIOUS EXEMPTION FLAG Welfarelnd varchar 1 WELFARE EXEMPTION FLAG PublicUtili Ind varchar I UTILITIES EXEMPTION FLAG OF 20-0637 Page 6 of 10 Ver: lune 2019 CemeteryIndCEMETERY EXEMPTION FLAG 1 Has itallnd varchar 1 HOSPITAL EXEMPTION FLAG Lib Ind varchar I I I LIBRARY EXEMPTION FLAG BUILDING SQUARE FOOTAGE INFORMATION Buildin Area numeric 9 The Building Square Footage that can most accurately be used for assessments or comparable (e.g., Living, Adjusted Gross). Buildin Arealnd varchar 1 The codes appearing in this field indicates the source used to populate the BuildingArea field (e.g., Living, Ad'usted Gross). SumBuildin S F[ numeric 9 The sin of the building in Square Feet. This field is most commonly populated as a cumulative total when a county does not differentiate between Living and Non-living areas. SumLivimzAreaSqFt int 7 This is the area of a building that is used for general living. This is typically the area of a building that is heated or air conditioned and does not include Garage, Porch or Basement square footage. SumGroundFlomS Ft int 7 This is the square footage of the ground Floor. SumGrossAreaS F[ int 7 This is the square footage for the entire building. Typically this represents all square feet under the roof. SumAd'AreaS Ft int 7 This is the square footage used by the county or local taxing / assessment authority to determine Improvement Value. This figure is typically 100% of the living area, plus lower percentage of non- area. Attics Ft int 7 ging This is the Atticsquare footage (Finished and unfinished) AtticUnfimshedS Ft int 7 This is the Unfinished Attic square footage AtticFinishedS Ft int 7 This is the Finished Attic square footage SumBasement$ Ft int 7 This is total square footage associated with Basement portion of a building. This would include both finished and unfinished areas. BasementUnfinished5 Ft int 7 This is the total unfinished square foots a of the basement BasementFinished5 Ft int 7 This is the total finished square footage of the basement SumGara eS Ft int 7 This is the total square footage of the primary garage or parking area (i.e. ,commercial). This includes both finished and unfinished areas. Gara eUnFinishedS Ft int 7 This is the total unfinished square foots a of the garage Gars eFinishedS Ft in 7 This is the total finished square footage of the garage BUILDING INFORMATION YearBM rchar 4 Construction year of the building Effectihar 4 The year the latest significant construction occurred on the building. Bedroomeric 5 Total number of bedroom contained in the primary building. TotalRmeric 5 Total number of rooms. BathTo2BathFumeric eric5 First American calculated number of bath rooms 5 Number of full bathrooms in a building BathsPeric 5 Number of partial baths in a building BathFixturesNbr numeric 5 The total number of bathroom plumbing fixtures Amenities varchar 10 alarm system, fire sprinklers, club house....) amenities associated with thjusedto AirConditionin Code int 3 The type of air conditioningl the buildingBasementCode int 3 The tye of basement in the Buildin ClassCode int 3 The rimary building type Buildin ConditionCode int 3 Condition of the building ConstmctionT Code int 3 Contraction a of the build DeckInd int I Indcates there is a Deck ExteriorWallsCode int 3 Type of exterior wall InteriorWallsCode int 3 1 Type of interior wall Fire IaceCode int 3 Number of fireplaces FloorCoverCode int 3 T e of Floor cover Garage int 3 Type ofgarage or carport present HeatCode int 3 Type or method of heating. Fue1T eCode int 3 Type of fuel fluenceCode varchar 3 Ty a ofLocation Influence. eParkin Nbr int3 Number of parkin spaces available on the roperty wa Code varchar 3 Type ofdriveway on the property ooms r varchar 5 Other rooms available (mud room, game room, sun room, home office... )ode int 3 Patio Code (Multi le occurs - need clarification on delive of first or all occurs)cde int 3 Type of Pool installed on the propertyode int 3 Porch Type Buildin uali Code int 3 Quali ofthe contraction RocfCoverCode int 3 Type of cover installed on the mofof the building Roog eCode int 3 Shape ofroof SewerCode int 3 Sewer System available for the rope StoriesNbrCode int 5 Code indication the number or type of stories GF 20-0637 Page 7 of 10 Ver: June 2019 aryiecoae int 3 Building Style SumResidentialUnits numeric 5 Number of Residential, Apartment Units S=Buildin sNbr numeric 5 Number of buildings SumCommercialUnits numeric 5 Number of Business/Commercial Units. TopographyCode varchar 10 the physical or natural features of an object or entity (Marsh, rolling, wooded, rocky... ) WaterCode int 3 Type of water service on the property LEGAL DESCRIPTION LotCode varchar 2 Identifies properties which include more than one lot or partial lots. See "Code Desc" Tab. LotNbr varchar 7 The individual toils) which comprise the property. The actual lot number(s) such as in a tract or subdivision. If more than one, as many multiple tot numbers as allowed by the field length are entered, separated with a comma (,) or ampersand (&). A hyphen is used to indicate a range (-). Refer to Lot Code Field #39). LandLot varchar 10 A large portion or tract of land (which may also encompass many individual blocks or lots) in which the property is located. Block varchar 7 The block of the subdivision or city in which the property is located. Section varchar 7 The section of the city in which the property is located. Not the same as the "Section" of a Townshi -Ran e. See Le aL S"fFwn/Rn er Field #51 . District varchar 12 The district in which the property is located. Usually a numeric code corresponding to the literal name in Legal: City,Munici ali Township Field #46). Le alUnit varchar 6 The subdivision unit number. Common for condominiums, townhomes, etc. Not necessarily the same as the Property Unit Number (Field #8). Municipality varchar 30 The jurisdiction in which the property is located. Maybe "Unincorporated", if applicable. Often a description of the code provided in Legal: District (Field #43). Not necessarily the same as the Propeny Ci (Field #3). SubdivisionName varchar 40 The name of the subdivision, plat, or tract in which the property is located. SubdivisionPhaseNbr varchar 7 Generally, the phase of subdivision or tract development. SubdivisionTractNbr varchar 10 The number of the tract in which the property is located. Followed by "POR" (portion ol) when ap2licable. Meridian varchar 30 Format SEC 99 TWN 99A RNG 99A Where "A"=Directional NIS for TWN and E/W for RNG AssessorsMa Ref varchar 15 Standardized to identify each portion. Multiples indicated with the ampersand (&), and ranges separated with a hyphen (-). Depending on the length of the Map Reference, spaces may be omitted. Le alDescri tion varchar 250 Legal Description captured from municipality Assessor. Last Sale Information CurrentSaleTransactionld bi int 11 First American unique number assigned to each transaction. CurrentSaleDocNbr varchar 20 Recorders Document Number CurrentSaleBook varchar 10 Recorders Book Number CurrentSalePa a varchar 10 Recorders Page Number CurtentSaleRecordin Date varchar 8 Date the transaction was recorded by the county/jurisdiction. CurrentSaleContractDate varchar 8 Date of execution of the document CurrentSalcDocumentType varchar 2 The type of document use to record the sale/transfer ofa property CurtentSalesPrice int 15 Sale price ofthe recorded transaction CurrentSalesPriceCode varchar 5 Type of Sales Price CurrentSaleBu erl FullName varchar 60 Buyer I Full Name CurrentSaleBu er2FullName varchar 60 Buyer 2 Full Name CurrentSaleSetlerl FullName varchar 60 Seller 1 Full Name CurrenlSaleSeller2FullName varchar 60 Seller 2 Full Name Last Sale Mortgage I ConcurtentMt IDmNbr varchar 20 Recorders Document Number ConcurtentMt lBook varchar 10 Recorders Book Number Concurren[Mt IPage varchar 10 Recorders Page Number ConcurtentMt IRecordin Date varchar 8 Date the transaction was recorded by the county/jurisdiction. ConcurrentMt 1 LoaMmt int 15 The amount of the mortgage on the recorded document ConcurtentMt (Lender varchar 30 The name of the lender issuing the mort s e ConcurrentMt 1Terrn varchar 3 Mortgage term in months or years. Concurren Mt llntereslRate I varchar 10 Mortgage 1 Interest Rate ConcurrentM[ 1 LoanDueDate varchar 8 Maturity date or the final due date of the loan ConcumentMtjllLoamType varchar 2 The type of document use to issue the mortgage ConcurtentMt l TypeFinancing varchar 3 Type ofmort age Last Sale Mortgage 2 ConcurtentMt 2DocNbr varchar 20 Recorders Document Number ConcurrentMt Book varchar 10 Recorders Book Number Coneu"e:ntMtg2Pae varchar 1 10 Recorders Page Number ConcurtentMt 2Recordin Date varchar 8 1 Date the transaction was recorded by the county/jurisdiction. GF 20-0637 Page 8 of 10 Ver: June 2019 .vwmmr Lender on varchar u 30 t ne amount of me mortgage on the recorded document The name of the lender issuing the mortgage Term varchar 3 Mortgage term in months or years. InterestRate ERE varchar 10 Mortgage 2 Interest Rate oanDueDate varhar 8 Maturity date or the final duedateoftheloanLoanT a varchar 2 The type ofdocument use to issue the mortgage ConcumentMt T financin varchar 3 Type ofmortgage Prior Sale Information PrevSaleTransactionld bi int 11 First American uni ue number assigned to each transaction. PrevSaleDocNbr varchar 20 Recorders Document Number PrevSaleBook varchar 10 Recorders Book Number PrevSalePa a varchar 10 Recorders Page Number PrevSaleRecordin Date varchar 8 Date the transaction was recorded by the county/jurisdiction. PrevSaleContmctDate varchar 8 Date of execution of the document PrevSaleDocumentT a varchar 2 The ty e of document use to record the sale/transfer of a property PrevSalesPrice int 15 Sale price of the recorded transaction PrevSalesPriceCode varchar 5 Type of Sales Price PrevSaleBu erlFullName varchar 60 Buyer I Full Name PrevSaleBu er2FullName varchar 60 Buyer 2 Full Name PrevSaleSellerlFullName varchar 60 Seller 1 Full Name PrevSaleSelle12FulIName varchar 60 Seller 2 Full Name Prior Sale Mortgage PrevMt IDocNbr varchar 20 Recorders Document Number PrevMt IBook varchar 10 Recorders Book Number PrevMt IPa a varchar 10 Recorders Page Number PrevMt 1Recordin Date varchar 8 Date the transaction was recorded by the county/jurisdiction. PrevMt ILoanAmt int 15 The amount ofthe mortgage on the recorded document PrevMt ]Lender varchar 30 The name of the lender issuing the mortgage PrevMt (Term numeric 3 Mortgage term in months or years. PrevMt llnterestRate varchar 10 Prev Mortgage Interest Rate PrevMt ILowDueDate varchar8 MaNri date or the final due date of the loan PrevNitiglLonlype varchar 1 2 1 The type of document use to issue the mortgage Prevmtg ITYPeFinancing varchar 3 1 Ty eofmortage ADDITIONAL FA Processing INFORMATION FATimeStam datetime2 15 Timestamp applied to transaction records when an edit, change, or update has been applied to the record. -- 0150925 2 FARecordT a varchar 1 Update/Change/Insert/Delete (Update and Change mean that there is an update to the record and should be treated as the same GF 20-0637 Page 9 of 10 Ver: June 2019 EXHIBIT B DATATREE.COM I. Automated Products: Data Tree shall provide Client with the Services listed below via DataTree.com or other platform to be designated by Data Tree. Client shall pay to Data Tree the Fees set forth below. A. AUTOMATED PRODUCTS GF TRANSACTIONAL FEES Pro a Re orts I. Pro a Detail Re ort $ 0.00 2. Sales Com arable- Re ort $ 0.00 3. Foreclosure Re— $ 0.00 4. Transaction Histo Re ort $ 0.00 5. TotalView Report $ 5.00 Documents Ima es and Ma s 6. Document Ima e $ 5.00 7. Assessor Ma $ 0.00 Data Ex ort & Labels 8. Mailin Labels/Label E-- $ 0.00 9. Pro a Detail E-- xt GF 20-0637 Page 10 of 10 Ver: June 2019