HomeMy WebLinkAbout2001-461ORDINANCE NO M -16 /
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF DENTON, TEXAS AU-
THORIZING THE MAYOR OR CITY MANAGER TO EXECUTE THE ATTACHED PRO-
FESSIONAL SERVICES AGREEMENT FOR SOFTWARE POST -IMPLEMENTATION
SUPPORT, BETWEEN THE CITY OF DENTON, TEXAS AND ACCESS TECHNOLOGIES,
INC, TO BE PAID FROM PREVIOUSLY BUDGETED FUNDS IN AN AMOUNT NOT TO
EXCEED TWO HUNDRED FIFTY-SIX THOUSAND SIX HUNDRED AND FIFTY DOL-
LARS ($256,650 00), AND PROVIDING FOR AN EFFECTIVE DATE
WHEREAS, the attached agreement calls for the professional services of a certified pub-
lic accounting firm to perform software post -implementation support and services, and
WHEREAS, based upon an investigation and report performed by the City Staff, it ap-
pears to that the price structure for these professional services fees is fair and reasonable, that it
is consistent with, and not higher than, the recommended practices and fees published by the ap-
plicable professional association, and
WHEREAS, based upon that same Staff report, it appears that, among professional ser-
vices firms providing such services, the professional services firm is the best qualified, based
upon their demonstrated competence and qualifications,
WHEREAS, as a result of the fact that Access Technologies, Inc previously provided
services in implementing this software, the same said company is uniquely qualified to provide
post -implementation support, NOW, THEREFORE
THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS
SECTION I That the City Council hereby authorizes the City Manager to execute the
attached professional services agreement between the City of Denton and Access Technologies,
Inc, for software implementation and support, substantially in the form of the attached docu-
ments, and further authorizes the expenditure of previously budgeted funds in an amount not to
exceed two hundred fifty-six thousand six hundred and fifty dollars ($256,650 00) for that pur-
pose
SECTION II That this ordinance shall become effective immediately upon its passage
and approval /
PASSED AND APPROVED this the day of 4&&A6 2001
Ck
EULINE BROCK, MAYOR
ATTEST
JENNIFER WALTERS, CITY SECRETARY
APP(kbVED AS TO LEGAL FORM
HERBERT L PROUTY, CITY
ATTORNEY
B
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Page 2
STATE OF TEXAS §
COUNTY OF DENTON
PROFESSIONAL SERVICES AGREEMENT FOR SOFTWARE IMPLEMENTATION
This Professional Services Agreement ("Agreement") is made and entered into as of
December 1, 2001 ("Effective Date") by and between City of Denton, TX ("Client"), a
Texas Municipal corporation, with its principal place of business located at 601 E Hickory,
Suite A, Denton, TX 76205 and Access Technologies, Inc ("Consultant"), a California
corporation employing certified public accountants and computer professionals, with its
principal place of business located at 11608 McDougall, Tustin, California 92782
WHEREAS, Client is a municipal corporation that wants to implement the JDEdwards
software suite described in Exhibit B, by utilizing historical and future data in order to
successfully achieve the criteria set forth in Exhibit C, in a fashion that maximizes efficiency
and ease -of -use to the end user, and,
WHEREAS, Consultant provides the professional judgment and expertise of accountants
and computer professionals to provide advice and assistance with respect to the post
implementation support of the JDEdwards suite of computer software and computer
systems described in Exhibit B
WHEREAS, Client desires to engage the services of Consultant and Consultant agrees to
accept such engagement all on the terms and conditions set forth below
Terms and Conditions
NOW THEREFORE, in consideration of the mutual promises and covenants hereinafter set
forth, Client and Consultant agree as follows
1 Engagement
Client hereby engages the services of Consultant, and Consultant agrees to provide to
Client those professional services ("Professional Services") as described in paragraph 4 and
more specifically as defined in any Professional Service Agreement Addendum(s)
("Addendums") that may hereinafter entered into in writing by and between the parties and
incorporated herein by reference Client acknowledges and agrees that Consultant may
engage the services of subcontractors, consultants, entities and other agents ("Consultant
Personnel") to perform the Professional Services hereunder, under Consultant's
supervision
2 Term and Termination
2 1 Term The initial term of this Agreement shall be for a period of twelve (12) months,
commencing on the Effective Date ("Term") The Term shall automatically be
Professional Services Agreement - City of Denton, TX page 2 of 11
renewed for successive twelve (12) month periods, unless terminated in accordance
with Section 2 2 below Time is of the essence in this Agreement Consultant shall
make all reasonable efforts to complete the services set forth herein as expeditiously
as possible and to meet the schedule established and agreed upon in writing by
Consultant and Client, acting through its City Manager or his designate
2 2 Termination
a) This Agreement may be terminated at any time by either party upon a material breach
by the other party of any of its obligations under this Agreement, and which breach
continues for a period of thirty (30) days following receipt of written notice of breach If
the breach is cured within thirty (30) days following receipt of notice of the breach, this
Agreement shall continue in full force and effect
b) This, Agreement may be terminated at any time without cause by either party upon
thirty (30) days' written notice to the other party
In the event either party terminates this Agreement with or without cause, Consultant shall
immediately cease all services and shall render a final bill for services to Client within thirty
(30) days after the date of termination Client shall pay Consultant for all services rendered
and satisfactorily performed, as reasonably determined by Client, and for reimbursable
expenses to termination incurred prior to the date of termination, whether or not they have
been reported, pursuant to Section 3 5 below Should Client subsequently contract with a
new contractor for the continuation of services on the Protect, Consultant shall cooperate in
providing information Consultant shall turn over all documents prepared or furnished by
Consultant pursuant to this Agreement to Client on or before the date of termination, but
may maintain copies of such documents for its use The termination of a Professional
Service Agreement Addendum in no event terminates this Agreement
3 Consulting Fees
31 Rate of Compensation During the Term, Client shall pay Consultant for work
performed according to the staffing and rates specified in the Addendums for the specific
Professional Services rendered
32 Compensation for Travel Expenses
reasonably minimize travel related expenses,
following items
While Consultant will use its best efforts to
Client agrees to reimburse Consultant for the
• Airfare, lodging, breakfast, lunch and dinner, rental cars, and reasonable phone
charges while Consultant Personnel are away from home Airfare
reimbursement shall not exceed to the cost of round-trip coach class airfare from
Orange County, California to D/FW Airport or Dallas Love Field Meal
reimbursement shall not exceed $30 per day per person, with receipts Hotel
reimbursement shall not exceed $110 per night, plus applicable taxes Rental
vehicle reimbursement shall not exceed $39 00 per day, plus gasoline
• Mileage, at 34 5 cents per mile, driven by Consultant Personnel in their own cars
to and from the lob site, or airport
Professional Services Agreement - City of Denton, TX page 3 of 11
33 Compensation for Remote Access Connect Time In an effort to avoid the cost of
travel, Consultant will endeavor to utilize its technical Consultant Personnel in its facilities
In order to work efficiently, Consultant Personnel may have to electronically access Client's
computer system from Consultant's facilities The actual charges for this connect time will
be payable by Client pursuant to Section 3 6 below
34 Time Accounting Reports Consultant Personnel shall prepare and present detailed
Activity Summaries and summarized time accounting reports to Client on a weekly basis
("Period") for all Professional Services performed during the preceding Period If Client
disagrees with any amounts or figures on the time accounting reports, Client shall promptly
notify Consultant in writing setting forth the disputed amounts and figures and the reason
therefor Upon receipt, Consultant has ten (10) working days to provide a written response
to Client Justifying and/or otherwise explaining the amounts and/or figures Any disputed
amounts and/or figures shall not relieve Client of its obligation to pay Consultant for all other
amounts owing under the Agreement and/or Addendum
35 Invoicing for Services Consultant shall prepare and present invoices to Client on a
weekly basis for all Professional Services work performed during the Period Client agrees
to pay invoices submitted by Consultant within thirty (30) calendar days of receipt Unpaid
invoices will incur a finance charge on one -and -one-half percent (1-1/2%) per month Partial
payments to Consultant will be made on the basis of detailed monthly statements rendered
to and approved by Client through its City Manager or his designate, however, under no
circumstances shall any monthly statement for services exceed the value of the work
performed at the time a statement is rendered Client may withhold the final five percent
(5%) of the contract amount until the Project has been completed at which time two and
one-half (2 1/2%) percent of the retainage shall be released to Consultant The remaining
two and one-half percent (2 1/2%) shall be released to Consultant upon the City Manager or
his designee accepting the Protect
36 Work Hours Consultant Personnel shall work within whatever reasonable schedule
is required to provide the Professional Services and complete the work related to this
Agreement and any Addendums However, if Client requires work to begin at the job site
before 7 00 a m or to continue at the job site after 6 00 p m , or if Client requires more than
50 hours be spent by any Consultant Personnel in any one -week period, Client must
present Consultant with written notice of any such requirement prior to that requirement
being enforced as a condition of satisfactory performance Any required work hours shall
include such hours Consultant completes from a remote site pursuant to Section 3 3
37 Nothing contained in this Article shall require Client to pay for any work which is
unsatisfactory, as reasonably determined by the City Manager or his designee, or which is
not submitted in compliance with the terms of this Agreement, provided, however, Client
shall pay for all such work that is cured to the reasonable satisfaction of the City Manager or
his designee or which is subsequently submitted pursuant to the terms of this Agreement If
Consultant is in material default of this Agreement, Client shall not be required to make any
payments to Consultant until such time that such default is cured
38 It is specifically understood and agreed that Consultant shall not be authorized to
undertake any work pursuant to this Agreement which would require additional payments by
Client for any charge, expense, or reimbursement above the maximum not to exceed fee of
Professional Services Agreement — City of Denton, TX page 4 of 11
two hundred fifty-six thousand six hundred and fifty dollars ($256,650 00), without first
having obtained written authorization from Client
39 Standard of Work Consultant shall perform the Professional Services with the
degree of care, skill and diligence currently observed by major Certified Public Accounting
firms performing software implementation of JDEdwards software, and shall use its best
efforts to complete each of its projects in a timely manner Consultant will exercise
reasonable care and due diligence in discovering and promptly reporting to Client any
defects or deficiencies in the work of Consultant or any subcontractors or subconsultants
310 Approval by Client shall not constitute, nor be deemed a release of the responsibility
and liability of Consultant, its employees, associates, agents, subcontractors, and
subconsultants for the accuracy and competency of their designs or other work, nor shall
such approval be deemed to be an assumption of such responsibility by Client for any
defect in the design or other work prepared by CONTRACTOR, its employees,
subcontractors, agents, and consultants ,provided, however that approval by the Client shall
be deemed acceptance and assumption of the Professional Services ninety (90) days after
the date of completion of such Professional Services
4 Description of Consultant's Professional Services
Consultant shall provide Professional Services at Client's request pursuant to written
Addendums which Professional Services may include the following activities as agreed
upon by the parties in writing
41 Application support including modifications to the existing setup of JD Edwards'
software as well as new setup of existing JD Edwards' software, training of Client's
staff, and documentation of the JD Edwards' software setup,
42 Technical support including the installation of new releases of JD Edwards' software,
custom modifications or enhancements of existing JD Edwards' software, the
development of new custom programs, and the development of technical
specifications that describe the custom modifications to and enhancements of
existing software as well as the development new custom programs,
43 Project management including the planning, organizing and directing of Consultant
resources as required under the Professional Services, as well as regular reporting
to the Client's regional and executive management on issues relevant to the
Professional Services provided under this Agreement,
44 Analyzing Client's business processes and needs relating to Client's information
processing requirements and operating procedures,
45 Specifying and implementing those modifications to Client's existing computer
programs and systems that are necessary in order to effectively and reasonably
implement the Professional Services,
46 Designing and building new computer programs and systems that are necessary in
order to effectively and reasonably implement the Professional Services,
Professional Services Agreement — City of Denton, TX page 5 of 11
47 Crating and/or amending documentation relating to operating procedures and to
computer programs and systems that are necessary in order to effectively and
reasonably implement the Professional Services,
48 Training operating personnel to use the computer programs and system developed
bylConsultant pursuant to this Agreement,
49 Providing continuing support to operating personnel with respect to the
implementation and operation of computer programs and systems developed by
Consultant pursuant to this Agreement,
410 Performing various other project management and professional consulting services
related to information systems as such services are set forth and agreed upon in a
written Addendum
5 Supplies and Facilities
Client's supplies (including but not limited to, forms and stationery), equipment (including
but not limited to, computers, photocopy machines, business machines, and typing
facilities), and support staff will be provided to Consultant by Client, and will be used by
Consultant's personnel for Client's business only, at no cost to Consultant In addition,
Client will provide necessary working space and computer time to Consultant for the
completion of Consultant's work under this Agreement
6 Independent Contractor Relationship
a) Consultant shall act in the capacity of an independent contractor with respect to Client
Consultant shall not act as, nor represent itself as being, an agent of Client, and shall
not act as, nor represent itself as being authorized to commit Client to any obligation
b) As an independent contractor, Consultant shall take direction from Client related to the
results to be achieved by Consultant during the term of this Agreement All such
direction shall be consistent with the scope of services to be provided under this
Agreement or any Addendum
c) As an independent contractor, neither Consultant nor its employees, agents, or
contractors shall have the status of employees of Client or its subsidiaries Neither
Consultant nor its employees shall be eligible to participate in any employee benefit,
group insurance, or executive compensation plans or bonus programs offered to
employees of Client Client shall not provide social security, unemployment
compensation insurance, worker's compensation insurance, disability insurance, or
similar coverage, nor any other statutory benefits of employment to Consultant
d) Consultant shall comply with all applicable State and Federal regulations including but
not, limited to the filing of all required State and Federal income tax and other related
taxes
e) Consultant does hereby agree to waive all claims, release, indemnify, defend and hold
harmless Client and all of its officials, officers, agents and employees, in both their
public and private capacities, from any and all liability, claims, suits, demands or
causes of action which may arise by reason of injury to or death of any person or for
loss of, damage to, or loss of use of any property occasioned by error, omission or
negligent act of Consultant, its officers, agents, employees, invitees or other persons
ProfesslQnal Services Agreement — City of Denton, TX page 6 of 11
for whom Consultant is legally liable, with regard to the performance of this Contract,
other than Client's own negligence, and Consultant will, at its own cost and expense,
defend and protect Client from any and all such claims or demands
f) Consultant shall indemnify, defend and hold harmless Client from and against any
claims, including reasonable legal fees and expenses, based upon infringement of any
United States copyright trademark or patent by the Software, as defined below, Client
agrees to notify Consultant of any such claim promptly in writing Client agrees to
cooperate fully with Consultant during such proceedings Consultant shall defend and
settle at its sole expense all proceedings arising out of the foregoing, including the
procurement of suitable counsel for Client's defense In the event of such
infringement, Consultant may replace, in whole or in part, and at no cost to Client,
Softwarewith a substantially compatible and functionally equivalent computer program
or modify Softwareto avoid the infringement
g) Nothing in this Agreement shall be construed to create a liability to any person who is
not a party to this Agreement, and nothing herein shall waive any of the parties'
defenses, both at law or equity, to any claim, cause of action, or litigation filed by
anyone not a party to this Agreement, including the defense of governmental
immunity, which defenses are hereby expressly reserved
7 Non -exclusivity of Services
Client acknowledges that Consultant may perform similar services for other clients or other
businesses at any time during the term of this Agreement, and that the performance of such
similar services shall not be deemed a breach of this Agreement or any Addendum hereto
8 Proprietary Rights, Confidentiality and Nondisclosure
81 Generally In connection with providing the Professional Services, Consultant may
write, design, develop, implement and deliver to Client certain work product deliverables
("Work Product") The Work Product may include, but shall not be limited to, computer
software and modifications, training manuals and enhancements thereto ("Software"),
drawings, designs, specifications and reports All documents prepared or furnished by
Consultant (and Consultant's subcontractors or subconsultants) pursuant to this Agreement
are instruments of service, and shall become the property of Client upon the termination of
this Agreement Client hereby grants Consultant an irrevocable license to use any
documents and Software Consultant created for Client Consultant is entitled to retain
copies of all such documents The documents prepared and furnished by Consultant are
intended only to be applicable to this Protect, and Client's use of these documents in other
projects shall be at Client's sole risk and expense In the event Client uses any of the
information or materials developed pursuant to this Agreement in another project or for
other purposes than specified herein, Consultant is released from any and all liability
relating to their use in that protect
8 Warranties
A Warranty of Title Consultant warrants that it has good title to any hardware sold
pursuant to this Agreement and the right to sell it to Client free of any proprietary rights of
any other party or any other lien or encumbrance Consultant further warrants that it has
Professional Services Agreement — City of Denton, TX page 7 of 11
good title and all proprietary rights to any software developed and provided by Consultant,
to enable it to license Its use to Client free of any proprietary rights of any other party or any
other encumbrance
B Software Warranty Consultant warrants that any Software provided by Consultant
will perform free of defects that would prevent the system from operating in the manner
described in the contract documents and any other related user documentation for the
version installed Consultant further warrants that its implementation design of the
JDEdwards software suite described in Exhibit B will perform in such a manner as to
accomplish the criteria set forth in Exhibit C, attached hereto and incorporated by reference
herein, in a fashion which maximizes efficiency and ease -of -use to the end user, provided
that the implementation design is installed and utilized by Client to Consultant's
specifications, provided, however, Consultant expressly makes no warranties of title relating
to the JD Edwards software This Warranty shall commence upon date of acceptance by
Client
C Special Year 2000 Warranty In addition to the above warranties, Consultant
warrants that each hardware, software, and firmware product designed by Consultant and
delivered under the contract(s) shall be able to accurately process date data (including, but
not limited to, calculating, comparing, and sequencing) from, into, and between the
twentieth and twentyfirst centuries, including leap year calculations, when used in
accordance with the product documentation provided by Consultant, provided that all other
interfaces (e g , hardware, software, firmware) used in combination with such product
properly exchange date data with it This warranty shall apply to Consultant's products as a
system The duration of this warranty and the remedies available to the Client for breach of
this warranty shall be as defined in, and subject to, the terms and limitations of Consultant
standard commercial warranty or warranties contained in the contract(s), provided that,
notwithstanding any provision to the contrary in such commercial warranty or warranties,
the remedies available to the Client under this warranty shall include repair or replacement
of any Consultant -supplied product whose noncompliance is discovered and made known to
Consultant in writing Nothing in this warranty shall be construed to limit any rights or
remedies the Client may otherwise have under the contract with respect to defects other
than Year 2000 performance
10 Insurance
A Consultant, shall at Consultant's own expense, purchase, maintain and keep
in force during the term of this Contract such insurance as set forth below All insurance
policies provided under this Contract shall be written on an "occurrence" basis The
insurance requirements shall remain in effect throughout the term of this Contract
1 Worker's Compensation as required by law, Employers Liability
Insurance of not less than $100,000 00 for each accident, $100,000 00 disease -each
employee, $500,000 00 disease -policy limit
Commercial General Liability Insurance - $1,000,000 Limit
B Concerning insurance to be furnished by Consultant, it is a condition
precedent to acceptability thereof that
Professional Services Agreement - City of Denton, TX page 8 of 11
1 All polices are to be written through companies duly approved to
transact that class of insurance in the State of Texas, and
2 Insurance is to be placed with carriers with a Best rating of A VII
C Consultant agrees to the following
1 Consultant hereby waives subrogation rights for loss or damage to
the extent same are covered by insurance Insurers shall have no right of recovery or
subrogation against Client, it being the intention that the insurance polices shall protect all
parties to ,the Agreement and be primary coverage for all losses covered by the polices,
2 Companies issuing the insurance policies and Consultant shall have
no recourse against Client for payment of any premiums or assessments for any deductible,
as all such premiums and deductibles are the sole responsibility and risk of Consultant
3 Approval, disapproval or failure to act by Client regarding any
insurance supplied by Consultant (or any subcontractors) shall not relieve Consultant of full
responsibility or liability for damages and accidents as set forth in the Contract documents
Neither shall the insolvency or denial of liability by the insurance company exonerate
Consultant from liability
D Any of the insurance policies required under this section may be written in
combination with any of the others, where legally permitted, but none of the specified limits
may be lowered thereby
11 Notices
All notices and communications hereunder shall be in writing and shall be given by personal
delivery or by registered or certified mad unless another form of delivery is mutually agreed
upon in writing by the parties Said notices shall be addressed as set forth below
If to Client
City of Denton
601 E Hickory, Suite A
Denton, TX 76205-4305
Attn Alex Z Pettit
Phone (940) 349-8595
Fax (940) 349-8533
If to Consultant
Access Technologies, Inc
11608 McDougall
Tustin, CA 92782
Attn Cyd Yamamoto, President
Phone (714) 669-7738
Professional Services Agreement — City of Denton, TX page 9 of 11
FAX (714) 669-1421
or such other address as either party may designate to the other party hereto in accordance
with the aforementioned procedure
12 Interpretation
Whenever possible, each provision of this Agreement and any Addendum shall be
interpreted in such manner as to be valid and effective under applicable law If any
provision of this Agreement or any Addendum shall be unlawful, void or for any reason
unenforceable, it shall be deemed separable from, and shall in no way effect the validity or
enforceability of, the remaining portions of this Agreement, and the rights and obligations of
the parties shall be enforced to the fullest extent possible All captions are for the
convenience of reference only and shall be disregarded in interpreting this Agreement
13 Entire Agreement
This Agreement and the Addendum(s) if any, contain the entire agreement of the parties
with respect to the subject matter hereof and supersedes and replaces any oral or written
agreements heretofore entered into between the parties This Agreement and the
Addendum(s) cannot be modified or terminated or any performance or condition waived, in
whole or In part, except by a writing signed by the party against whom enforcement of the
modification, termination or waiver is sought The waiver of any breach of any term of
condition'of this Agreement or any Addendum shall not be deemed to constitute the waiver
or any other breach of the same or any other term or condition
14 Execution and Counterparts
This Agreement and any Addendum hereto may be executed in any number of
counterparts, each of which shall be deemed an original, but all of which shall constitute one
(1) and the same instrument The parties hereto acknowledge and agree that the individual
executing this Agreement on behalf of such party has the requisite authority to do so
15 Governing Law
This Contract is entered into subject to the Denton City Charter and ordinances of the City
of Denton, Texas, as they may be amended from time to time, and is subject to and is to be
construed, governed and enforced under all applicable State of Texas and federal laws If
legal action is necessary to enforce this Contract or any attachment, exhibit or addendum
thereto, venue shall lie exclusively in the courts of Denton County, Texas
16 Attorney's Fees
If either party hereto incurs any legal fees, whether or not an action is instituted, to enforce
the terms of this Agreement or any Addendum hereto, or to recover damages or injunctive
relief for breach of this Agreement or any Addendum hereto, it is agreed that the successful
or prevailing party shall be entitled to reasonable attorney's fees, expert witness fees, and
other costs in addition to any other relief to which it may be entitled
17. SevOrabllity
If any provision of this Agreement is found or deemed by a court of competent
jurisdiction to be invalid or unenforceable, it shall be considered severable from the
Professional Services Agreement — City of Denton, TX page 10 of 11
remainder of this Agreement and shall not cause the remainder to be invalid or
unenforceable In such event, the parties shall reform this Agreement to replace such
stricken provision with a valid and enforceable provision which comes as close as possible
to expressing the intention of the stricken provision
18 Compliance With Laws
Consultant shall comply with all federal, state, and local laws, rules, regulations, and
ordinances applicable to the work covered hereunder as they may now read or hereinafter
be amended
19 Discrimination Prohibited
In performing the services required
against any person on the basis of race, colo
or physical handicap
20 Assignability
r
hereunder, Consultant shall not discriminate
, religion, sex, national origin or ancestry, age,
Consultant shall not assign any interest in this Agreement, and shall not transfer any
interest in this Agreement (whether by assignment, novation, or otherwise) without the prior
written consent of Client
21 Modification
No waiver or modification of this Agreement or of any covenant, condition, or
limitation herein contained shall be valid unless in writing and duly executed by the party to
be charged therewith, and no evidence of any waiver or modification shall be offered or
received in evidence in any proceeding arising between the parties hereto out of or affecting
this Agreement, or the rights or obligations of the parties hereunder, and unless such waiver
or modification is in writing and duly executed, and the parties further agree that the
provisions of this section will not be waived unless as set forth herein
22 Miscellaneous
A The following exhibits are attached to and made a part of this Agreement
Exhibit A — Addendum A to Contract
Exhibit B — Description of JD Edwards Software Suite
Exhibit C — Functional Requirements for JDEdwards Software Implementation
B Consultant agrees that Client shall, until the expiration of three (3) years after the
final payment under this Agreement, have access to and the right to examine any
directly pertinent books, documents, papers, and records of Consultant involving
transactions relating to this Agreement Consultant agrees that Client shall have
access during normal working hours to all necessary Consultant facilities and shall
be provided adequate and appropriate working space in order to conduct audits in
compliance with this section Client shall give Consultant reasonable advance notice
of intended audits
C Consultant shall commence, carry on, and complete any and all projects with all
applicable dispatch, in a sound, economical, and efficient manner and in accordance
with the provisions hereof In accomplishing the projects, Consultant shall take such
steps as are appropriate to ensure that the work involved is properly coordinated
ProfesstQnal Services Agreement — City of Denton, TX page 11 of 11
with related work being carried on by Client, provided, however, Consultant shall not
be in breach of this Agreement or an Addendum if it is unable to commence or
complete its work due to a conflict with existing or future work conducted by the
Client
D Client shall assist Consultant by placing at Consultant's disposal all available
information pertinent to the Project, including previous reports, any other data
relative to the Project, and arranging for the access thereto, and make all provisions
for Consultant to enter in or upon public and private property as required for
Consultant to perform services under this Agreement
IN WITNESS WHEREOF, the parties hereto have executed this Professional Services
Agreement as of the date first written above
for Client City of Denton, TX
signed
name
title
date
APPROVED AS TO LEGAL FORM
HERBERT L PROUTY, CITY ATTORNEY
for Consultant Access Technologies, Inc
signed
name
title
date
City of Denton, Texas ("Client")
and
Access Technologies, Inc ("Consultant")
This Professional Service Agreement Addendum is an integral part of the Agreement dated
December 1, 2001, between the City of Denton, TX (CLIENT), and Access Technologies,
Inc (ATI), and defines the business and computer software related consulting services
requested, the fees, and the duration of the services
Term
• Start Date December 1, 2001
• End Date May 31, 2002
ATI staff will be ready to begin providing post implementation support resources within three
(3) weeks of a mutually agreed upon date In the event ATI determines that the effort as set
forth herein will not be completed by the agreement upon Phase dates, ATI shall notify
CLIENT of such promptly upon such determination Such notice shall also include ATI's
revised estimated completion date
Proiect Scope
The project scope will include the following services
General Activities
• Provide post implementation support, direction and coaching in the use of JDEdwards
World Solutions Company OneWorld Xe software
• Assist CLIENT project team(s) in evaluating their current implementation status and
completing the effort remaining to successfully implement the JDEdwards World
Solutions Company software
• All services shall be performed under the supervision and direction of a Certified Public
Accountant (CPA) to review the implementation of the chart of accounts, restatement of
historical financial information after conversion, and address process changes
necessary to conform to FASB and GASB requirements and pronouncements as
deemed necessary
AmAcation Activities
• ATI will assist the CLIENT in the continued usage of the J D Edwards' OneWorld Xe
software
• ATI and its subcontractors will assist in the Implementation of the following software
applications using a phased approach, as defined below
Post Implementation Address Book, Job Cost, Accounts Payable, General
Support Dec 1, 2001 Accounting, Budgeting, Fixed Assets, Procurement,
Inventory Management, Payroll,
Human Resources and HR Benefits
Access Technologies Inc Professional Services Agreement Addendum Page I
EJACCESS
'TECHNOLOGIES
Post Implementation Support Approach
PSA Addendum A
City of Denton, Texas
ATI and its subcontractors will provide support for all implemented J D Edwards' OneWorld
Xe software and agreed upon workflow modifications The activities in the project will
include software support and project management services
Key AssgmiAlons
The Addendum A has been developed based upon the following assumptions, changes to
which may increase price and/or effect the project schedule
1 The CLIENT and ATI will reinforce decisions regarding CLIENT resources and
availability reached during the Project Planning Meeting during the implementation
2 It is Access Technologies understanding that the CLIENT is assuming full-time project
management responsibility under the leadership of Kathy DuBose The project
management team will be responsible for
• Review progress of implementation and assist with problems which delay progress
• Ensure that the vision, business plan and processes are current and included in the
implementation
• Identify additional project team training needs
• Management of security plan Including who controls set up
• Issue documentation and resolution
• Prepare procedure manual format
• Maintenance of detailed technology implementation plan
• Maintenance of detailed application implementation plan
• Management of and user training
• Management of phased rollouts
• Management of conversion process
• Communicate project status and implementation schedule to all the appropriate
parties
Protect Risks
Every project inherently includes several types of risks, including schedule risk, budget risk,
risk of provided solutions note being accepted by users and many others We, Access
Technologies and CLIENT will continuously look to identify any potential risks, identify and
select options to reduce or eliminate the risk and then implement the solutions The joint
management function is based largely on managing these risks by
• Establishing a skilled and experienced project team, supervised by CPA professionals
Bring technical software and hardware skills into the project team
• Enlisting the support of top management for resource commitments to the project
• Involving the user community and its representatives in all aspects of the project
• Documenting status information and open issues on a timely basis, and working to
resolve those issues quickly
Access Technologies Inc Professional Services Agreement Addendum Page 2
',JACCESS
TECHNOLOGIES
Access Technolooles Responsibilities
PSA Addendum A
City of Denton, Texas
Access Technologies role in the project is described above and within Attachment A, the
OnTrack Definitions We will serve in a support role, providing system installation,
configuration and consulting services at your direction and request
Access Technolooles Staffina
Consultant Title Hourly Rate
Joe Harris Client Manager $ 00
Lynn Cardona Project Manager $ 180 00
Conrad Bredleau, Bob Senior Application $ 175 00
Vanlandingham Consultants
Cathy Troxler Senior Technical $ 180 00
Consultants
Steve Campodonico Senior Application Lead $ 180 00
CLIENT Responsibilities
1 CLIENT will provide access to database administrators, application leads, system
administrators and project management as necessary to facilitate software set up and
configuration, environment set up and all application implementation steps referred to
herein
2 CLIENT will provide full-time project management services as defined above
3 CLIENT will provide sufficient resources to enable that the project set up, completion
and testing can be done with the project time frame
4 CLIENT will provide personnel to complete and/or assist in the writing of detail
procedures for use by end users
5 CLIENT will provide sufficient commitment of personnel to —Perform any manual or
programmatic data conversions required
6 CLIENT will provide sample data to execute both the prototype and integrated
acceptance tests
7 CLIENT will provide on -site facilities for all ATI project team members which will include
• Work Area
• Telephone Access
• Analog phone line access
• System security and access Ids
• Access to facilities
• Parking
• Fax, copying and printing capabilities
Access Technologies Inc Professional Services Agreement Addendum Page 3
EJACCESS
TECHNOLOGIES
PSA Addendum A
City of Denton, Texas
Pricmo Assumptions
ATI's project price includes all of the ATI resources to be provided for the scope of services
defined herein
This Professional Services Agreement Addendum is supplementary to, but does not replace
your Professional Services Agreement with our company Please refer to this Agreement for
discussions on billing issues
Component Estimate
Post Impismentation Support - Financials $256,650 00
These estimates are based upon our knowledge of the software and your project team's
knowledge of your cities business environment Many factors can account for changes in
the time and cost of installing and implementing JDEdwards software systems, which could
lengthen or shorten the project duration and, therefore, have an impact on original
estimates for Access Technologies consulting services These factors can include changes
in the information needs, inaccurate descriptions of existing data, suspect data or incorrect
level of detail and others
After the model step is complete in the first phase of implementation, there will probably be
changes in the level of our participation, up or down For the entire project, when the
modeling step is complete in each phase, we will meet with you and the project team to
discuss any proposed changes before proceeding
Access Technologies recommends as part of the implementation and installation of your
JDE Licensed Products, that the CLIENT operate the Licensed Products in parallel with the
CLIENT'S existing computer software system until the CLIENT has satisfactorily completed
the implementation
Chanoes and Additional Work
No modification or change to this Addendum will be binding- on either party unless
acknowledged in writing by their duly authorized representatives
For Access Technologies, Inc For City of Denton, Texas
By By
Acceptance
Access Technologies, Inc City of Denton, Texas
Signed Signed
Name Name
Title Title
Access Technologies Inc Professional Services Agreement Addendum Page 4
ACCESS
TECHNOLOGIES
Date
Date
PSA Addendum A
City of Denton, Texas
CLIENT may, at any time, request that Access Technologies perform additional work
beyond the scope of the project work, hereinafter referred to as a "Change Order"
Compensation for each such Change Order will be negotiated by CLIENT and Access
Technologies consistent with the compensation provisions set forth in the Professional
Services Agreement and, if so authorized, shall be considered part of the Project work
Access Technologies shall not perform any additional work defined within a Change Order
until the Change Order is approved by CLIENT in writing
Access Technologies Inc Professional Services Agreement Addendum Page 5
Jan 10
02 02.00p
Denton Citm Technol
Sery
940 34SO533
Sent ay
ACCESS TECHNOLIOIES,
714 669 1421,
Jan 8
02 3 I1PM,
Page 3/4
Dee
06 01 04 35P
Denton Cats Technol Sery 940
9400SOS
P
p 4
*rzw!5 • PSA Addeodunl A
Cary of tknivo T4xas
Pricino A,nl elm Lions
ATI's project price Includes all of Inc ATI resources to be provided for the scope of services
defined herein
This Professional Services Agreement Addendum is supplementary to, but does not replace
your Professional Services Atinwmant with our company Please refer to this Agreement for
discussions on billing issues
Comeonent
Post Implomentatlon Support - Financials $266,650 00
These estimates are based upon our knowledge of the software and your project team s
knowledge of your cities business environment Many factors ran account for changes in
the time and cost of inetelling and Implementing JOEdwards software systems which could
lengthen or shorten the project duration and therefore have an impact on original
estimates for Access Technologies consulting services These factors can include changes
in the information needs, inaccurate descriptions of existing data, suspect date or incorrect
level of detail and others
After the modal stop ua complete In the first phaserof implementation blare will probably be
changes in the level of our participation tip or down For the entire project, when the
rivaling step Is complete In each phase, we will meet with you and the project loam to
discuss any proposed changes before proceeding
Access Technologies recommends as part of the implementation and instasation of your
JOE Licansad Product& that the CLIENT operate the Licensed Products In parallel with the
CLIENT'S exieting computer software system until the CLIENT has satiafactodly completed
the implementation
Sy ngs and Additional Work
No modification or change to this Addendum will be binding on either party unless
acknowledged In wri ing by their duly authorized representatives
Foi A66see Technologies, Inc For Cjpr ytpoon, Tasas
Dy By
Asrceotancg
Across Tochnologios, Inc, City of Do ton, T
Signed Signed �a
Name d afy„,_— Name -
Title ,PresukihiX --- Title
nweai hahquloaica Inc Prora•mm.d 1icrv�c.a Ayiaemem A.klnntlwn
PNtlr 0
�a11 au tic tie OOP Denton City Technol. Sery 940 3498533 p 3
Sent By ACCESS TECHNOLIOIES, 714 669 1421, Jon a 02 3 11PM, Page 4/4
bee 06 nl 04 39p Denton Cita Technol Sery $40 3498533 p 4
PSA Addendum A
City of Denton, Texas
Date--_ys�r ujo j Date ---
CLIENT may, at any time, request that Aceeas Technologies perform additional work
beyond the swpe of the project work hereinafter referred to as a Change Order
Compensation for each such Change Order will be negotiated by CLIENT and Access
Technologies Consistent with the compensation provisions set forth in the Professional
Services. Agreement and if so authorized, shall be considered part of the Profed work
Access Technologies shall not perform any additional work defined within a Change Order
until the Change Order ie approved by CLIENT in writing
A«ua'rc<Anvlvgo a lase pwhvnw,wi ara.nee Agreement Addendum Vude
Appendix B
The following is a listing of JDEdwards software modules to be implemented at the City of
Denton, pursuant to the implementation contract
1 Foundation (System 00, JDE Release B733 2)
2 Address Book (AB) (System 01, JDE Release B733 2)
3 OneWorld Toolset (System 98, JDE Release B733 2)
4 Accounts Receivable (AR) (System 03, JDE Release B733 2)
5 Accounts Payable (AP) (System 94, JDE Release B733 2)
6 General Ledger/Accounting (GL) (System 09, JDE Release B733 2)
7 Financial Reporting (CAFR, PAFR, and SEA Models) (System 83, JDE Release
B733 2)
8 Fixed Assets (FA) (System 12, JDE Release B733 2)
9 Financial Modeling and Budgeting (BUD) (System 10, JDE Release B733 2)
10 Inventory Management (IM) (System 41, JDE Release B733 2)
11 Procurement (PO) (System 43, JDE Release B733 2)
12 Work Order Management (WO) (System 48, JDE Release B733 2)
13 Job Cost (JC) (System 51, JDE Release B733 2)
14 Subcontract Management (System 44, JDE Release B733 2)
15 Service Billing (SB) (System 48, JDE Release B733 2)
16 Contract Billing (System 52, JDE Release B733 2)
17 Grant Management (System 52, JDE Release B733 2)
18 Stand -Alone Time Accounting (System 05, JDE Release B733 2)
19 Payroll (PR) (System 07, JDE Release B733 2)
20 Human Resources Management (HRM) (System 08, JDE Release B733 2)
21 Call Center Management (System xx, JDE Release B733 2)
22 Service Order Management (System xx, JDE Release B733 2)
23 Information Architect (Custom Documentation Tool)
24 CBT for Foundation Suite
25 CBT for Financial Suite
26 CBT for Distribution Suite
27 CBT for Manufacturing Suite
NOTE: The city will initially install JDE Release B733 2, but will undoubtedly upgrade to
release B733 3 in the summer (Scheduled for July release)
Exhibit C — Functional Requirements for JDEdwards Software Implementation•
General Ledger
I A flexible chart of accounts which allows control over structure and terminology
2 Supports multiple roll -ups for reporting (i e , CAFR reporting, FERC reporting and
GASB 34 reporting)
3 All system updates online and interactive
4 Supports multiple fiscal years and multiple years of history
5 Supports user -defined sub -ledgers
6 Supports cash basis, accrual basis, and/or year-end accrual basis
7 Supports reporting on a GAAP and budget basis
8 Interfaces completely to Procurement, Inventory, Payroll, Human Resources
Management, Accounts Payable, Accounts Receivable, Fixed Assets and Project
Accounting modules
9 Supports unlimited number of funds
10 Supports all basic transactions (1 e, Journal entries, Automated disbursements, Cash
receipts, etc) All editing at time of data entry Automatic reversal ofjournal entries
11 Automatically posts the cash or Due To's and Due From's associated with
transactions
12 "Workflow" function for routing and approval processes
13 "Drill Down" function throughout all modules
14 "Query by Example" reporting option
15 Recurring Journal Entry function
16 Automatic calculation and posting of accrued payroll
17 Interdepartment charge -back (cost allocation) option
18 Provides a variety of online inquiry options and tables — online general ledger, budget
status and detail, project status and detail, balance sheet, income statement, etc
19 Supports prior year encumbrance roll -forward
20 Relational database
21 Ad -hoc reporting function which supports financial and statistical modeling and
reporting
22 Standard fiend accounting reports and budget reports
a Trial balance
b Income Statement
c Income & Expense report
d General Ledger
e Balance Sheet
f Budget v Actual Expenditure
g Budget v Actual Revenue
h Fund Summaries
1 Cash Flow
23 User -defined roll -up reporting
24 Supports extract of online information to Excel spreadsheet
25 Ability to tailor menus to individual users
26 Ability to customize reports and tables
Exhibit C — Page 1 of 7
27 CBT training modules
28 Ability to change tables into charts or graphs
29 Complete on-line documentation — including definition of error messages and
possible resolutions
30 Supports scanning capability
31 Supports encumbrance process
Accounts Payable/Check Management
1 Ability to print checks at any location
2 Ability to void checks
3 Duplicate invoice checking
4 Three-way match with budget check at any prescribed level
5 Multiple bank accounts supported
6 Payment scheduling
7 Ability to support scanning of invoices
8 1099 Reporting
9 Vendor discounts and freight charges supported
10 Supports multiple vendor addresses
11 Supports user -defined vendor history
12 Purges vendors on a user -defined basis
13 Provides vendor analysis reporting
14 User -defined payment cycles
15 Supports separate check option and multiple invoices per check
16 Fully integrated with General Ledger, Fixed Assets, Procurement and Inventory
17 Drill down option usable from General ledger to Accounts Payable module
18 Online payee history
19 Extensive on-line inquiry providing vendor and payment information from various
views
20 Standard reports to include
a Check Register
b Aged invoices report
c Outstanding checks report
d 1099 Report
e Vendor reports
f Encumbrance listing
Accounts Receivable
1 Information may be requested in detail, summary, aging or billing format in customer
name, department, division or customer ID order
2 User defined aging penods
3 Fully integrated with the General Ledger
Exhibit C — Page 2 of 7
4 Ability to print invoices at user's location
5 User controls billing periods and amount of on-line history maintained
6 Cash Receipts automatically updates the Accounts Receivable files
7 Receipts may be printed on-line
8 Mitomatically assigns invoice numbers
9 Ability to produce Recurring Invoices
10 Ability to print invoice summaries and statement of charges for a customer account
11 Ability to create user -defined payment plans
12 Thud party billing allowing duplicate bills to be sent to several entities
13 Drill down function from GL to A/R
14 Standard reports
a Statement of Charges
b Detail Listing of Invoices by Name
c Aged Invoices
d Detail Listing of Invoices by Account number
e Billing history
Budget Preparation*
1 Supports budgeting on an annual, quarterly, monthly or multi -year basis
2 Interfaces with the General Ledger
3 Interfaces with the Payroll/HRMS function to facilitate "What IFT' scenario
calculations
4 Budget changes may be logged and reported
5 "Date Stamp" function for all budget transactions
6 Up to ten named versions of the budget for each year
7 Allocation controls at user -defined levels
8 Bridget checks at user -defined levels
9 Budgets adjusted by plus or minus amount, plus or minus percentage or override
values
10 Supports budgeting, expending, encumbering and controlling at different levels
11 Salary forecasting/projection capability
12 Supports global budget changes
13 Dpwnload/Upload capability to PC's
14 Budget preparation screens which show user selected budget/actual history
15 Standard reports for budget preparation and budget monitoring
Purchasing:
1 Supports remote entry of purchase requisitions
2 "Workflow" option for approval online by management and routing to several areas
3 Ability to track items through the receiving cycle
4 Supports the printing of Purchase orders at user location
Exhibit C - Page 3 of 7
5 Automatic interface to the General ledger, Accounts Payable and Fixed Asset
systems
6 Funds are encumbered automatically upon entry of a Purchase Order
7 Accommodates quantity discounts and freight charges
8 Multiple vendor addresses are supported
9 Interfaces with Commodity and Vendor files
10 Descriptive information may be entered for any item
11 Supports standard reports and online inquiry for
a Outstanding encumbrances/PO's
b Change order log
c Approval reports
d Receiving reports
e Purchase request information (summary and detail)
f Purchase order information (summary and detail)
g General ledger reports with summary encumbrances by account
12 Encumbrance activity included in General Ledger inquiry
13 Budget venfrcation upon entry of purchase order request with option to lock -out if
funds not available
14 Supports partial or full un-encumbrance or adjustment
15 Unlimited amount of general ledger account numbers for a single PO
16 On-line history can be maintained for any period desired by the user
Fixed Assets:
1 Monitors and reports on all capitalized and non -capitalized fixed assets
2 Performs depreciation calculations and makes all required entries to the general
ledger
3 Flexible and interactive retrieval of information from the Fixed Asset database
4 System maintains a chronology of the asset's location by employee, room, building or
lot
5 Asset information extraction for reporting or inquiry by any of the following criteria
Asset ID's, location, acquisition dates, deletion dates, book value, market value, purchase
price, depreciation code, PO number, maintenance dates, project codes, warranty dates
and installation dates
6 Depreciation calculations include Straight line, Sum of the Years Digits, 150% and
200% Declining Balance
7 Supports partial year depreciation
8 Audit trail of all entries posted to the General Ledger
Stores Inventory:
1 Supports the three major functions of receiving, inventory control and order
processing
Exhibit C — Page 4 of 7
2 Automatic interface to the Purchasing, Accounts Payable, and General Ledger
modules
3 Supports FIFO, LIFO and Average Cost inventory costing methods, with the option
to implement automatically as assets are received and distributed
4 Supports the calculation of Safety Stock and Reorder points based on multiple
criteria
5 Allows for multiple types of Pricing calculations using various system generated
variables such as carrying cost, warehouse overhead, ordering cost, or any of the
inventory costing methods
6 Unlimited amount of free form text available regarding any product held in inventory
7 Maintains all events in the life of a product
8 Automatically calculates and updates Last Order date, Last Order Quantity, Last Unit
Price, etc
9 Supports multiple warehouses
10 Supports last and next physical counts and cycle counts by Class per warehouse
11 Optional, user -defined postings to the General Ledger for both receiving and demand
functions
12 Extensive online inquiry and reporting for product, vendor, customer, inventory,
warehouse and transaction information
13 Generates Pick Tickets for items ordered as they will be found in the warehouse
Human Resource Information System.
1 Employment/Recruitment — Takes individual from point of application to the
interview through rejection or employment without duplicate data entry
2 Identifies demographic information concerning the employee, family and other
personal data
3 Position Control/Budgeting — identifies past, present and future positions with
departments, budgets, FTE and actual earnings Fully integrated to the Payroll and
the General Ledger
4 Evaluations/Career Development — Records all past and future evaluations, results,
management development objectives, plans and progress
5 Tracks any number of user defined types of leave with start and end dates, accruals,
reasons and approvals
6 Maintains up to the minute deduction and benefit information with status, YTD
withholdings and all tax requirements
7 Maintains all OSHA required information
8 Maintains a history on all employee training, dates , locations, certifications and
licenses
9 On-line interactive inquiry and reporting ability which allows for selection of
information from the data base based upon user specified values
10 Maintains all retirees, benefit levels, vesting, retirement and early retirement dates
11 History logging such that information may be reported "as of specific dates
12 Employment Separation — identifies separated employees, dates, reasons, checkout
procedures, and eligibility for benefits
Exhibit C — Page 5 of 7
Payroll System:
1 Supports complex payroll environments, including multiple work areas, multiple
deductions, reductions and benefit plans
2 Supports automatic deposits, special tax deferral programs, complex retirement and
benefit plans, and special needs such as car allotments and savings bond programs
3 Direct integration to the General Ledger, Job/Project Ledger, Positron Control and
Human Resources Information system
4 Complies with FLSA regulations
5 Supports daily, weekly and pay period time card entry while deriving overtime hour;
and rates based on rules defined by the user
6 Exception time entry only required
7 Prints checks on demand to a designated workstation printer
8 Supports multiple checking accounts and automatic bank tape reconciliation
9 Automatic labor distribution to General Ledger and Job Ledger
10 Processes and records non -payroll information such as COBRA
11 Supports mid -period hiring/terminating payroll process
12 Supports magnetic media reporting to state and federal agencies
13 Supports multiple versions of user defined salary and rate table
14 Supports multiple general ledger distributions per paycheck
15 Unlimited history based on user defined levels
16 Supports garnishment direct deposits
17 Tracks vacation and sick time totals, sick pool accumulations, total time lost by
employee, FMLA, Workers Compensation, long term disability and leave of absence
18 Supports inquiry and reporting ability for user defined information
19 Provides the following standard reports
a Payroll Check register
b Payroll deduction register
c Payroll earning register (labor distribution)
d EEOC reports
e Quarterly 941's
f Annual W-2's
g Organization chart
h Specialized state and local reports
i Employee reports showing all payments, deductions, and contributions for an
upcoming pay period
1 Supervisor's reports showing all hours
Position Control,
1 Ability to create and model budgets based on lob and position assignments
2 Ability to create line item budgets in the General Ledger and/or Project ledger
Exhibit C — Page 6 of 7
3 Fully integrated with the Human Resource system, Payroll and General and Project
ledgers
4 Changes made to salary and benefit tables automatically "roll" through the system
5 Salaries, benefits and overtime are maintained on an FTE basis
6 Supports salary saving calculations
7 Salary "step" increases are automatically maintained
8 Benefits can be defined as a percentage of salary or a straight dollar amount
Different benefits can be defined for regular and overtime pay
9 Allow salary budgets to be adjusted up or down by a fixed percentage
10 Current and future years may be accessed simultaneously
11 Unfilled positions may be budgeted
12 Salary and FTE limits may be set at the job and/or position level
13 Supports "What if' scenanos
14 The following reports are provided
a Benefits by Job
b Position Number by Account
c Position Changes between years
d Position number by department
e Salary Planning Worksheet
f Salary Budget by Positions
g Salaries and FTE by Account
h Salary Projection
i Salary -to -Actual
Exhibit C — Page 7 of 7