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Res 1009 - Agmt IBM Inst Mgm Se COUNCIL BILL NO. 1239 RESOLUTION NO. 1009 A RESOLUTION APPROVING AN AGREEMENT WITH IBM FOR CUSTOMIZED OPERATIONAL SERVICES. SPECIFICALLY. INSTALLATION MANAGEMENT SERVICES. AND CONFIRMING THE PRIOR SIGNING OF SAID AGREEMENT BY THE MAYOR. WHEREAS, staff conducted a comprehensive evaluation of the City's current computer system, and WHEREAS, the evaluation concluded that, in the on-going attempt to provide the best possible service to the citizens of Woodburn, the current centralized computer system be replaced with a PC-based LAN system, and WHEREAS, the Woodburn City Council, at the meeting of July 9, 1990, pledged support of the computer system replacement, NOW, THEREFORE, THE CITY OF WOODBURN RESOLVES AS FOLLOWS: Section 1. That the City of Woodburn enter into a customized operational services agreement with IBM NATIONAL SERVICE DIVISION for installation management services. Section 2. That the Council confirm the prior signing of said agreement by the t1ayor, a copy of whi ch is attached hereto, in order to preserve the cost of this service at a 10% reduction. APPROVED AS TO FORM: Date City Attorney Passed by the Council July 23, 1990 Submitted to the r.1ayor (Council President) July 24, 1990 Approved by the Mayor (Council President) July 24, 1990 Filed in the Office of the Mayor ATTEST: !!1fM.~ Mary TenfUnt, Deputy Recorder City of Woodburn, Oregon July 24, 1990 Page 1 - COUNCIL BILL NO. 1239 RESOLUTION NO. 1009 _,..._._..,,'~.,.,._,.,+. ,_'~'"'H'___'____--"'''_'_''_'.' -,' ---.__..~_..-....--.,~'"~--~ , , '..j "~"~, CUSTOMIZED OPERATIONAL SERVICES PROPOSAL FOR City Of Woodburn 270 Montgomery Woodburn, OR 97071 SUBMITIED BY: IBM National Service Division lj263 Commercial Street SE Salem, OR 97302 Proposal Date: Oq/Oq/90 Proposal Reference: BA08906 PROPOSAL SUMMARY SERVICES CHARGE In response to your request, IBM is pleased to submit this proposal to provide Customized Operational Services. The charges for the Services requested amounts to a total of Seven thousand, three hundred fifty-five Dollars. ($7,355.00) The Services Charge stated does not include applicable Federal, State, or Local taxes. REQUIRED DOCUMENT Agreement For IBM Professional Services This is the standard IBM agreement which contains the terms and conditions under which IBM will provide you Customized Operational Services. The IBM document number is Z125-4l93. ATTACHED DOCUMENT Statement of Work (Custom Services) The Statement of Work to perform these Services is attached. The Statement of Work describes the specific Services to be provided .as customized to your environment. __.>_.".~_,,+___,__._.__4'. ~~j,:.,.~.t~f~e~~.'.51~~:;gfJ:<':N:'5i.",";7;,".\,>",':~;"'''';~~:,c;-";";,~,~,.:~.~",,,,,,-:,:,,,,:-:?,.,.,,;,...,".,,,;;,. . - '"~ "~. ';';',',:" . . .."..:::;';,.0 ".': ;" Professional Services ",' ~~:~ ~7/'..;:_~-~'- '=~': ~;~ -:.;.- ::-.....//0 .--~... ."s-,'-,. . ,".,' ,,'.. ~- <~:{,-~:.- .,. ;1# .. "." .." .,..... ~.."~'- .';.", The sow will describe your project (Prolect) including the Scope of Servtees that IBM will provide to you In response to your request for Services and any other applicable term:.. A separate SOW will be required for each Project. The SOW will become subject to thl. Agreement wnen signed by you and 18M. IBM wlt1 .manage each Project unless the SOW speclnes that you will manage the Project and IBM will only provide Services to assist you. The sOW will specify an Estimated Schedule for each Project. The Estimated Schedule is provided for planning purposes. Both parties agree to rnak8 re8aona~e efforts to perform their responaibllitles in accordance with su<:h Schedule. Services will begin on or aOOl.lt the Start Date specified in the 500 and will end upon accomplishment of the Completion Criteria as set forth in the SOW. The term "Completion Criteria" means detailed, written conditions that IBM Is required to meet to satls.fy its obllgatlons under this Agreement. 2. Changes to Statement of Work Either party may request a change to a SOW, Either party, if requested by the other, will submit Its change request in writing, IBM will prepare a written Change Authorization which will describe the requested chal'1ge and ,ftt forth any modificationS to the terms of the SOW. AnY change In the SOW may relult in a change to the Charges. Estimated Schedule or other terms. Depending on the extent and complexity of the reQuested change, IBM may charge you for the effort req'Jired to analyze a requested change. In luch instance1l, IBM will notify you In writing of the e&timated charges for such analysis. You must notify IBM in writing to proceed with luch analysis, Either party may requh'g that the Change Authorization be signed by both parties. Otherwise, the change will becOme part of the SOW when IBM provides you with a copy of the Cha~ Authodzation. The Change Authori21i1tlon will modify and take precedence over any inconsistent terms of either the SOW or any previouS Change AuthOl"i2ation8. 3. Charges Each SOW will specify the ChargeS appUcable for the Services that IBM will provide to you. IBM will invoice you a1l specified In the SCf'N. You agree 10 pay such Charges as specified in Ihe Invoice. such Charges will be exclusive of any taxes. 4. Taxes You agree to pay amounts equal '0 any taxes. including personal property tax-ea, resulting from this Agreement Such taxes will not include taxes based on IBM's net income. 5. Personnel Each party will designate an individual for each Project who will have the authority to represent their respective partY in a1l matters concerning such Project. An Project related communications should be addressed 10 the appropriate designated individual. If either party replaces its designated individual, ,hat party shalf promptly notify Ihe other In writing of such repaceme"t. Each party will be responsible for the supervision, direction and control of its own per~neI. 16M will make PS Z125-4193-00 1/89 6. Confldentlallnfonnatlon The parties agree that all information exchanged wiil be nonconfidential. If a Project requires the exchange of confidential information, such exchange will be made under a separate IBM agreement. 7. ownership and License ISM may deliver materials to you for . Project under this AgreemenL Materials Indude., but are not limited to, programs. prografTl listings. programmin~ tools, docUmentation. reports and drawings. IBM will idef1tify in the SOW the materials to be delive~ \0 you as ""'Type 1 Materials" Of "Type n Matenals," IBM grants you tiUe, including ownership of copyrfght, to the ma'erials Identified as Type ( Materials. IBM wm retain one CCpy of all Type I MaterialS and you grant IBM an irrellOCable. nonexclusive, worldwide. paid-up right and license to LIse. exeeute, reproduce, copy and display such Materials and to prepare derivative works based upon luch MaterialS. IBM will also have the right to sublicenee such Materials and any such derivative works created by IBM. In addition, IBM may market and distribute copies of luch item.. IBM or third parties retain title. including ownership of copyright. to all mlilterlals identified as Type 11 Materials. HoWever. IBM grants you tide to the copies of Type n Materials IBM delivers to you. No license Is granted or implied with respect to Type II Materials delivered to you. Such copies are subJect to the provisions of the Copyright Laws of the United States. Those materials deHvered to yO\!. not specifically identified in the SOW as Type I Materials or Type 11 Materials, will be deemed to be "Type 111 Material..... To the extent that '8M has an interest in Type III Materiahl" such Materials, Including any inteltectual property rights therein. will be }oint1y owned by you and IBM without accounting. Any ideas, concepts, know-how 01" techniques wtlidl relate to the subject matter of thi$ Agreement and are developed or provided by elther party or Jointly by both parties during t.,e CO\Irse of a Project may be used by either party In any way tl1ey deem appropriate. 8. Invantlons The term 'Iovention' shall mean any idea, co_pt. knoW..tloW or teChnique that either party first conceives or reduces to practice while In performance of Service. during the term of a Project and for which a patent application Is filed. Inventions wit! be treated as fdlow.~ 1. if made by your personnel. It shall be your property'. You grant IBM a nonexclusive. irrevocable, wor1dWltle and paid-up license under such hwe,,'ion, patent application and all patent5 iS6Ued thereon: 2. if made by IBM personnel, it ,hall be IBM', property. IBM grants YOI.J a nonexclusive. irrevocable, worldwide and paid-up license under such invention, patent application and alt patents Issued thereon; and 3. If made by the personnel of both parties, it and all patent applications flled therefor and all patents lS$uing th8f"eOn shall be jointiv Q'Nned by Ihe parties without Page 1 of 2 ,,_,__'Y-"'I"'~-'~"--"_._--"--'_._.__. ~"~"~~!.;,/i,:,~,,-:~~~~~,~~,"'~\k'.;-:,;.\/~~.;:.;,~,~,~~:t_~:'-:'";.o:"_".;:'":"~:-: ',:;:~;;(...!c~,~\~,:'"" '~':"'l. .-". 4f ':::' '~~(: ";." PAGE.003 JUL 23'- '90 16: 35 FROM OREGON CAP!TAL SP9 ---..----.- .--~ - accounting. Each party shall haVe the right to grant licenses to third parties or assign lts rights therein without tt'le consent of the other. AU licenses granted to either party will include tt'le right to make, have made. use. have used. leaM. seU and/or ottlerwlee tfansfe4" any apparatus, and10r practice and have ",acllced any method and shall 'oclude the right to graol. directlY Of Indirectly, revocable or Irrevocable subl;cel"'&es to such party's Subsldlarles. Nothing contained in "'is Agreement shan be deemed to grant any license under any patent Of patent appl\Cations arising out of any other in....entioos of either party. 9. subsidiary For the purpOSes of thi$ Agreement the term -Subsidiary- shan mean a corporation, company .or other entity: 1. more than 500/0 of whose Q\ltstanding $hares or securities. (representing the right to vote for the election of directors or other managing authority) are noW or hereafter owned or controlled. directly or indirectly, by a party hereto; or 2. which does not have outstanding shares or securities. as may be the case in 8 partnefstlip, pot ventlJre or unincorperated as5QCiatiof'. but more than 50% of whose ownershiP interest representing the right to make the decisions 10r such corporation. company 0" other entity is noW or hereafter owned or controlled. directly or ",directly. by a party hereto. Such corporation, company or other entity stlal1 be deemed to be a subsidiary only so long as such ownership or contra' exists. except as otherwise stated in this section. regardleSS of the fom'l of actton. whether tn contract or 1n tort Including negligence. This I1mitation wnl not apply to claim' by you for bodily Injury or damage: to rea\ ~ or tangible personal propertY for which IBM i.legally liable. In no eVent wiU IBM be "able fur any lost profits, lost savings. incidental damages. or other econorntc consequential damages, even if IBM has been adv1sed of the possibility of such damages. 1n adduton. IBM will not be Uabte for any damages claimed byJOU based on any third party claim. 1n no event win 18 be liable for any damages caused by y()\lr failure to perform yoof responsibilities. .. . ';.,-\ 10. Tennlnatton of projects You may terminate a Project by pr1?....idlng written notice to 18M. If you fall to meet your obligations under this Agreement, IBM may terminate a Project by providing written notice to you. Upon your or 18M'$ receipt of such notice. ISM wlll t~nate all tasks for such Project in an Ofderly manner, as soon as practical or in accordance with a schedule agreed to by you and IBM. YOU agree to pay IBM for Sen/ices provided ttlrough the termination of all \asks for the Project. Such payment will include any termination charges set forth in the S(Y.V and any charges t8M has incUrred in terminating subContractS. An Materials developed ttlrough the termination of an tasks for the Project witt be delivered to you in accordance with Section 7. 11. Olsclalmer 01 Warranties THIS IS A SERVICE AGREEMENT. THERE ARE NO WARRANTIES. EXPRESS OR IMPLIED. Tl--41S DISCl.All.iER. ll"lCLUDES, BUT IS lolO'T LIMnED TO. THE IMPLIED W)l.RAANTIES OF MERCHAHTABILlTY AND FrrNESSFCR A PARTlCUlAl'l PURPOSE. 12. Limitation of Remedies IBM's entire liabtlity and your exdusl'lfe remedy tor damages resulting from IBM's performance or nonperformanco. which is related in any way to the Services prO'oflded under a saN under this Agreement, will be your rOCO.ery of aclual damages to the limits "'" forth I" thi. Section. IBM's liability for actual damages frotn any cause whatsoever will be limited to the great.er of t} $tOO,OOO. or 2) an amount equal to the Chargee invoiced for the Services which are the subject matter of. or are directly r~ated to, the cause of action. The limitation will applY. 13. General The term -?rcfeSllional sentce.... In this Agreement does not mean that IBM p..._nnel are 'tcenced by any go~ernmental bodY or agenCY to perform the Services under this Agreement. You may not assign this Agreement or remarket Services prol/ided by IBM under thi$ Agreement without the specific written permission of 'BM. Any attempt to assign aoy of the righls. duties or obligations uoder this Agreement is VCIid. You agree to provIde full. free and safe access to 113M for the pefformance 01 Serl/ices. You represent that YOIJ are l"\ot aware of the presence of any unsafe condition Of hazardous materials at any Project work location. If you beCOme aware of the existence of any unsafe condition Of hazardous material, yoU will promptly notify IBM 1n writtng. IBM may provide services by the use of ISM-se1ected independent contractors.. Neither party w1ll be prohibited from entering into siroilar agreements with others or from developing and pro'llding materials or services which ar. similar 10 tho.e Services proVided under this Agreement Each party shall be released frcm its obligations under this Agr_meot or a saN to the exteol Ihal the party is pTe.eoled from p.normtrog ils obligallo", due \0 circumstances beyond Its controt. NeIther party may bring an action. regardless of form, arising out of th\s Agreement. more than twO years after the ea\Jse of action h88 8(isen. iSM may not bring an action for ncnpayment more than twO years after tt-le date the last payment was due. tBM (TIay modify the termS and conditions of this Ageeemen' upon wrilteo ootice \0 you. Aoy such modification wm apply to any SOW which both parties sign after the date of I'\Otice. Otherwise. ol'\ly. a written agreemeol sigood by authorized persons caO modify Ihis Agreement. Either party may terminate this Agreement by providing one month's written notlce to the other following the completion or termination of all Projects. Sections 3. 4, 5. 6.7.8 and t2 and any other pro1/isions of this Agreement, wnich by ttleir nature extend beyond the completion or termination of a Project Of the ter~na\ion of - this Agreement. shall remain in effect be~ such comPlet\on or termination until fulfilled and snail apply to either party's successors and assigns. 1n the event of conflict between this Agreement and a SaN. Ihe termS and c;oodilions of the SC1N ,hall prevail. The lawS of the state of New york go....ern this AgreefTlent. The part-i.. agree that the camp'.t. and 8..c1uar.,-e statement ot the agreement be\Wtlen the parties relating to this sublect ,han consist of t) this Agreement. 2) -ny other applicable IBM Agreemeoll'), 3) ooy Slolamentts) 01 Wor~ and 4) Change Authorizatlon(s). This statement 01 tlte agreement supersedes sU proposall or other prior agreements. oral or ....ritt.n. and an other cOmmunications between the partl.. reladng to this S\lbjecl. '- -'~ ~~~ '.'>:~~~ '{;'~e1 Page 2 of2 PS ZI25-4193.Q(l 1/89 ** TOTAL PAGE.003 . - ,,~~~ ~ ',~,:;:~:;'$:"::-':""~; <.:)., '.,.., ServlcePlah ProfessIonal Services Statement of Work (Custom Services) Name and Address of Customer: City Of Woodburn 270 Montgomery Woodburn, OR 97071 Agreement No.: 0 Contract No.: H50ll IBM Branch Office: 386 IBM Branch Office Address. IBM Corporation 4263 Commercial Street SE Salem, OR 97302 Customer No.: 2141275 Estimated Schedule Start Date: 07/15/90 End Date: 12/31/90 Charges: $7,355.00 (Described Below) This Statement of Work includes the following sections in the attached pages: . Scope of Services o Customer Responsibilities o Contract Term . Completion Criteria o Charges o IBM Point of Contact o Customer Point of Contact o Materials Ownership and License o Other Terms and Conditions This Statement of Work is valid until 07/13/90 , unless signed by both parties prior to this date. The parties acknowledge that they have read this Statement of Work, understand it, and agree to be bound by its terms and conditions. Further, the parties agree that the complete and exclusive statement of the agreement between the parties relating to this subject shall consist of 1) this Statement of Work, including any attachment referenced herein, 2) the referenced Agreement, 3) any other applicable IBM Agreement{s), and II) any Change Authorizations{s). This statement of the agreement supersedes all proposals or other prior agreements, oral or written, and all other communications between the porties relating to this subject. Accepted by: City Of Woodburn By By Author cd Signatur~ N/tNC-" 11-. K, [.'f'(<..,G. 1 .., Namc (Type or Print) ~ -'I <0: tIl 00 Name (Type or Print) 7-10''10 Date ...; Pag&:: 1 BA08906 (04/04/90) SCOPE OF SERVICE '.'\ This section describes the Services that IBM will provide City Of Woodburn under the Terms and Conditions of the referenced Agreement for IBM Professional Services. You have selected the following Services: . Installation Management Services The details of the selected Services are described in this section. Installation lIanagement Services: IBM will provide City Of Woodburn the following installation Services for the Machines to be installed at each Location identified by you and agreed to by IBM. Using information supplied by you as identified under the section Customer Responsibility, IBM will develop and deliver to you an Implementation Plan. This plan will set forth for each Customer Location 1) its estimated start and completion dates, 2) the contact persons for you and IBM, 3) the IBM system(s) and other equipment to be located at that Location, 4) any information provided by you affecting the Services, and IBM will review the Implementation Plan with you. agreed upon changes will be incorporated into the a completed copy of the plan. You may recommend changes and any plan. IBM will then provide to you Hardware Product Setup: IBM will perform setup activities on the Machines identified below. This activity will include unpacking, positioning, connecting external cables, power on tests, and performing product self tests. Quantity 27 Product 8555 Model SX Staging Center Services: consolidation Services at performed will be: IBM will perform the following system integration and a location to be supplied by IBM. The activities to be . Check for any physical damage and inventory (box count) the equipment and reconcile to manifest. . Unpack and set up identified hardware. . Run diagnostics on all equipment. . Install 3COM Etherlink Adapter card. . Load software us ing procedures provided by the customer. (DOS and Novell configuration diskettes). Software is to be provided by Customer in desired format. . Perform system testing using Customer supplied procedures. . Repack equipment for shipment to the location. . Complete any reports identified by the Customer to reflect work performed and in process at the staging location. . Will provide an average of one month storage for this configuration. CUSTOMER RESPONSIBILITIES Prior to the Start Date in the Estimated Schedule of Services, City Of Woodburn will identify to IBM all Locations requiring Services. For each such Location, the list will specify 1) the address, 2) the name of your contact person, 3) the Machines to be located at that address, and 4) any other information required by IBM to perform the Services. You will also: BA08906 (04/04/90) Page 2 . .._.,..M~~.'_~_"'_..'~_'__'~'_ , -'-"-'~"f'-'-.'--"~- '."".' . provide the information and requirements necessary to perform the Scope of Services in a timely manner so as not to delay the progress of the work; . pr0vide adequate space, including a desk and a telephone at your Central Site location for IBM personnel to coordinate shipments; . provide a procedure for IBM to follow in loading the software; . provide a procedure for IBM to follow in the event problems are encountered while loading the software; . designate an area at each Location for disposal of shipping materials; . ensure equipment to be set-up is in approximate final location; . provide security clearances for IBM personnel; and, . communicate to building landlords at your Location(s) of the work to take place and obtain their approval if necessary. The person designated as Point of Contact or their back-up must be available to the project on a full time basis during the Contract Term. CONTRACT TERM The term of this contract is as stated in the Estimated Schedule. The actual project dates will be negotiated by IBM and the Customer once this Statement of Work is in effect. The schedule shall be consistent with the completion dates identified by the Customer and agreed to by IBM. Every effort shall be made by IBM and the Customer to keep the schedule dates intact. IBM will not be responsible for delays or additional requirements imposed by any government agencies. IBM will not be responsible for delays caused by labor disputes, fire, unavoidable casualties, or unforeseen conditions. COMPLETION CRITERIA This contract and IBM's obligations will be considered fulfilled when the Services described in the section entitled Scope of Service have been completed at each Location. IBM will advise you of the completion of these Services. CHARGES The Services Charge stated here represents the sum of the charges for all Services to be provided by IBM in the section entitled Scope of Service. Services Charge....................... $ 7,355.00 Invoicing: IBM will invoice you for work performed at each Location as set forth in the Implementation Plan, upon the completion of all obligations at each Location. Payment is due within 30 days after the date of invoice. IBM POINT OF CONTACT Prior to the Start Date, IBM will designate a person who will be IBM's primary point of contact to you. Such person is responsible to: . distribute project information to IBM Branch Offices for your Locations; . coordinate the IBM activities at each Location; and, . produce and review status reports with you on a timely basis. BA08906 (04/04/90) Page 3 ".n._~"'.~_'___~~'~_"'_"__"_ CUSTOMER POINT OF"CONTACT Prior to the Start Date, you will designate a person who will be your primary point of contact with IBM for this project. Such person is responsible to: . inform each of your Location(s) of the work to be done and the estimated start and completion dates for such Location; and, . receive, review, and maintain IBM-prepared status reports. MATERIALS OWNERSHIP AND LICENSE The following documentation, to the extent that IBM develops such components exclusively for you, are considered Type I documents as defined in the referenced Agreement. . Implementation Plan All other documents associated with the installation of the hardware or software products identified or referenced under the topic Scope of Service are generally available documentation and are considered Type II documents. OTHER TERMS AND CONDITIONS The content of this Statement of Work and associated Attachments shall not be distributed outside City Of Woodburn, and shall not be duplicated, used, or disclosed in whole or in part for any purpose other than to evaluate this Proposal. Any other use is prohibited unless authorized in writing by IBM. 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