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R98-099RESOLUTION NO. R98-~/~ A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOYNTON BEACH, FLORIDA, AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE PHASE 2 AND PHASE 3 OPTIONS WITH H.T.E., INC., PROVIDING FOR SOFTWARE, TRAINING, SUPPORT AND CONVERSION SERVICES ON THE CONTRACT PREVIOUSLY APPROVED BY RESOLUTON R97-152; AUTHORIZING AND DIRECTING THE MAYOR AND CITY CLERK TO EXECUTE A CUSTOMER INFORMATION SYSTEM PURCHASE OPTION WITH H.T.E., INC., AND EXECUTION OF A CONTRACT ADDENDUM FOR SAID PURCHASE; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the City Commission of the City of Boynton Beach by Resolution No. R97-:152 on September :16, :1997, provided for a Software License and Services Agreement with H.T.E., Inc., which piggy-backed a contract between the City of Palm Beach, Florida and H.T.E., Inc.; and WHEREAS, sufficient funds have been encumbered from the :1997/98 budget for these purchases; NOW, THEREFORE, BE I'T RESOLVED BY THE CITY COMM'rSSI'ON OF THE CTTY OF BOYNTON BEACH, FLORI'DA, THAT: Section 1. The City Commission of the City of Boynton Beach, Florida hereby authorizes the Mayor and City Clerk to execute Phase 2 and Phase 3 Options with H.T.E., INC., providing for software, training, support and conversion services on the Contract previously approved by Resolution R97-152; authorizing and directing the Mayor a'nd City Clerk to execute a Customer Information System Purchase Option with H.T.E., INC., and execution of a Contract Addendum for said purchase, all of which documents are attached hereto and made a part hereof. Section 2. That this Resolution shall become effective immediately upon passage. PASSED AND ADOPTED this /? day of May, 1998. CITY BOYNTON BEACH, .FLORIDA Mayor Vice Mayor Pro Tem /~.~ommissioner Commissioner SUPPLEMENT TO H.T.E., INC. SOFTWARE LICENSE AND SERVICES AGREEMENT BY AND BETWEEN HTE, INC. AND CITY OF BOYNTON BEACH SCHEDULE A-PRICING AND PAYMENT SCHEDULE CONTRACT NO. HTE-BYB-9803063 Designated Machine Use of the Licensed Program(s) provided in this Supplement on platforms other than specified below, without written permission from HTE, may be subject to an upgrade charge. AS/400 Model: CPU Number: HTE GRAPHICAL VBP License No. Days Training Support Conversion LICENSED PROGRAMS Fees of Training Fees Fees Fees Customer Information Systems: $ 58,000.00 17 $ 17,000.00 $ 11,600,00 $ 26,000.00 Land/Parcel Management Included w/CIS w/CIS Year 1 Less Contract Incentive (8,700.00) (2,400.00) (580.00) (3,120.00) TOTALS $ 49,300.00 17 $ 14,600.00 $ 11,020.00 $ 22,880.00 PAYMENT SCHEDULE Due Upon Due As Due As Total Contract Incurred/ Noted ITEM Contract Execution Delivered Below* License Fees $ 49,300.00 $ 24,650.00 $ 24,650.00 Training Fees 14,600.00 14,600.00 Support Fees 11,020.00 $ 11,020.00 Com;ersion - CX 22,880.00 11,440.00 11,440.00 Project Management * * GRAND TOTALS $ 97,800.00 $ 36,090.00 $ 50,690.00 $ 11,020.00 Footnote *No additional Project Management will be required for the Licensed Program included in this Agreement, provided it is installed at the same time as the Phase I Licensed Programs, however HTE will require additional Project Management if the installation is delayed until Phases II or III. HTE Application Support Service The irlitial term of HTE application support services shall commence one hundred twenty (120) days after delivery of the Licensed Program(s) and extend for a twelve (12) month term. Support fees for the initial term of support are due prior to the commencement of support. Subsequent terms of support will be for twelve (12) month periods, commencing at the end of the initial support period and support fees will be due at that time at the then prevailing rate. Rates for subsequem years of support service are subject to change. Application Training The number of training sessions and the number of days of training vary per applications. Listed above are the number of hours for the Licensed Programs listed herein, and the standard fee per applications. Additional application training can be provided upon request at the standard billing rate in effect at that time, which at the time of this Supplement is one thousand dollars ($1,000) per day. The fee quoted above does not include travel and living expenses. Travel and Living Expense Actual and reasonable travel and living expenses are in addition to the prices quoted for the HTE Licensed Programs and services and will be invoiced as incurred. Project Management BYB-A.doc 3/30/98 A description of Project Management is attached to this Supplement, if applicable, and will be invoiced as incurred, at the standard billing rate in effect at that time, which at the time of this Supplement is One Thousand Dollars ($1,000) per day. A mutually agreeable work plan will be created by the HTE Project Manager and the Customer, and will be made a part of this Supplement. Additional days of Project Management, if requested by Customer, will be invoiced as incurred at the then current HTE dady rate. Syste~ will [p., final media conve struct~ conv~ remrr Mod!~eations bM°dificati°nst will be controlled by the. HTE System Change Request ("SCR")_ form which will be prepared for the, Customer· y he HTE Product Manager responsible for that module. HTE wall proceed on the SCR when the signed SCR is returned Convelsi2onWith the CuStomer's authorization along with 50% payment. The f'mai 50% payment is due upon completion. Conw ~'rsion, if provided for herein, or if requested by the Customer after contract execution, will be controlled by the HTE n Change Request ("SCR") form which will be prepared for the Customer by the HTE Conversion Team Manager. HTE roceed on the SCR when the signed SCR is returned with the Customer's authorization along with 50% payment. The 0% payment is due upon completion. Data must be given to HTE in an IBM compatible format on a specified magnetic and must match data field definition. Input data file clean up shall be the responsibility of the customer. Additional rsion, if necessary, will be invoiced at the prevailing rate per hour. It is understood that no two systems and file tres are exactly alike and there may be a need for some manual conversion efforts to take place along with the electronic :sion. SCR form(s) for any conversion services included in this Agreement are attached for Customer signature and to HTE. Can, ilation Penalty The C stomer acknowledges that HTE makes every effort to schedule training and project management sessions sufficiently in advan :e to obtain favorable travel and living costs, which are payable by the Customer. Any training or on-site project mana ement session canceled~ for the benefit of the Customer after being scheduled by HTE may be subject to a penalty char . HTE's current penalty charge for any on-site sessions canceled by the Customer within seven (7) days of the date schedt.led by HTE is fifty percent (50%) of the original cost of such service as provided above. Fees for on-site sessions cancel cl within seventy two (72) hours of the scheduled date shall be fully due and payable by the Customer. The charges and penalt:,tes quoted above do not include any direct fees or penalties incurred by HTE resulting from such cancellation, including but nc t limited to non-refundable travel and living expenses, which shall also be due and payable by the Customer. Notwithstanding_L._ the above, HTE will endeavor to resche~tule HTE personnel during the time canceled so as to reduce any subsequent penalty to the Customer. · / Warranty - Third Party Unless[otherwise stated, Customer shall enter into separate purchase of maintenance agreements with each individual hardware or thir{l party software supplier for the equipment or software as may be provided herein. Warranty and maintenance offerings by HT E for its Licensed Program(s) do not apply to any hardware or third party software supplied under this Supplement. HTE .oes not make any warranties for any non-HTE products unless otherwise provided herein. iring Statement the term of this Agreement and for a period of twenty-four (24) months after the termination of this Agreement, the er may not offer to hb,-~or in any way employ or compensate any of the employees of HTE or persons who have been ed by HTE within the immediate past twenty-four (24) months without prior consent of liTE. Non-I During Custon emplo5 Prices uoted above will be honored through September 1, 1998. CITY By: Title )F BOYNTON BEACH BYB-A.doc 3/30/98 ' D/rte C;I'¥ ;.TTC~,,.'2 ,~ H.T.E., INC. Name: Title Date HTE, Inc. SYSTEM CHANGE REQUEST CLIENT: City of Boynton Beach, FL SCRNUMBER: 9803069 APPLICATION: Conversion Team IDA/E: 03/30/96 REQUEST DESCRIPTION To analyze Client identified data files from City of Boynton Beach's existing Utility Billing System, discuss data mapping requirements, define a conversion specification document and develop customized conversion programs to successfully convert identified data elements to the HTE (CX) Customer Information System. The scope of this project will include the conversion of the following data entities. Location Information ' Location address, Services at location, Surcharges, Taxes, and miscellaneous codes information. Customer Information Name and mailing address, Services billed, Deposits, Miscellaneous information codes. Meter Inventory Meter reading history (current read only) Billing history (last bill only) Payment history ( Header only, NO detail ) Accounts receivables EXCLUSIONS: (not included in this conversion cost estimate) o Combining of locations or customers o Creating master accounts or locations o Creating pending (unbilled) meter readings o Creating pending (unapplied) payments o Cleanup of Client input data files. o Meter test/repair or work/service order history. ·.. /Continued REQUESTED COMPLETION DATE: INSTRt. ICTIONS: 1) Sign and remove white copy for your records. 2) Return yellow and pink copies to HTE, Inc. - FINANCE/ACCOUNTING DEPT. 3) Cost is guaranteed for 30 days from the date above. 4) On site installation and training is not included in cost unless specified above. 5) If this site is under HTE's modification maintenance agreement, this modification will automatically be put under the plan as well, Should you require further information regarding HTE's modification maintenance a(areement, please contact HTE's Ooerations Detaartment at (800~ 727-8088. Ilklll~1%ivOIC~''F- -- All billing for this request will refer to the SCR number located at top right of this'form. o Please remit 50% of total cost with signed SCR Work cannot begin until 50% payment is received. · Prices are quoted in U.S. dollars. HTE, Inc. SYSTEM CHANGE REQUEST City of Boynton Beach, FL SCR NUMBER: 9803069 APPLICATION: Conversion Team REQUEST DESCRIPTION DATE: 03/30/95 NOTE: o All Client input files must be supplied to HTE on IBM compatible magnetic media. o All Client input files must be supplied in fixed field and record length formats. o Sample data set must be supplied to HTE at least 2 weeks prior to the first scheduled training visit. o Data to Land management will be converted from the existing Utility Billing System. I I¸ HOURS: 260 x FIXED RATE: $ 88.00 CONFIRMATION: ~ ,,/~~ CLIENT AUTHORIZATION: ~/ ,//~.~~'~~~ ESTED COMPLETION DATE: ~ ~' INsTRUcTIONS: TOTALCOST: ] $22,880.0C 1) Sign and remove white copy for your records. 2) Return yellow and pink copies to HTE, Inc. - FINANCE/ACCOUNTING DEPT. 3) Cost is guaranteed for 30 days from the date above. 4) On site installation and training is not included in cost unless specified above. 5) If this site is under HTE's modification maintenance agreement, this modification will automatically be put under the plan as well. Should you require further information regarding HTE's modification maintenance agreement, please contact HTE!s Operations Department at (800) 727-8088. IN VOl C E -. All billing for this request will refer to the SCR number located at top right of this form. · Please remit 50% of total cost with signed SCR Work cannot begin until 50% payment is received. · Prices are quoted in U.S. dollars. Headquarters: 1000 Business Center Drive. Lake Mary, FL 32746 · (407) 304-3235 Application Solutions for Government April 3, 1998 Mr. Patrick Hughes, IT Manager City of Boynton Beach 100 E. Boynton Beach Blvd. Boynton Beach FL 33435 Dear Mr. Hughes: At the request of John Cifor, HTE, Account Executive, we are enclosing two originals of the H.T.E.., Ira:. Software License and Services Agreement for Customer Information System for your review and approval. John will call you on Friday to discuss any issues you may have. Sincerely, Shirley Thompson Contract Specialist Enclosure MEMORANDUM #98-108 TO: FROM: Patrick Hughes, ITS Administra~hr%~ DATE: March 27, 1998 SUBJECT: Customer Relations Software/Hardware Package The Utilities Department is requesting that ITS proceed with the approval and purchase of the Customer Relations system. As you are aware the existing system is deteriorating rapidly and something needs to be done before a major failure occurs. We are in possession of a copy of the pricing proposal from HTE, Inc. dated September 5, 1997 and Pete Mazzella of this office has been in contact with you regarding the Customer Relations package. The 16 GB of Raid Disk is not needed as we understand from you, please confm-n that this indeed is the case; The total for the package without the Raid Disk and including additional licenses, estimated travel and living, and GUI is $114,055.00. Funding is available in account number 401-000-1-451.18. Please. prepare the package and present to Commission as soon as possible. If you have any questions please contact Pete Mazzella ~at ext. 6404 of this office. CC.' Dale Sugerman Pete Mazzella Robin Matchett Bob Kenyon Mark Law B arb Conboy 'RECEIVED '" lis U:\conboyuserdata\wordata\wordfile\custrel.doc