HomeMy WebLinkAbout06 ALERTOC MASS NOTIFICATION SYSTEMMEETING DATE:
TO:
FROM:
SUBJECT:
SUMMARY
Agenda Item
Reviewed:
AGENDA REPORT City Manager
Finance Director
JUNE 21, 2016
JEFFREY C. PARKER, CITY MANAGER
CHARLES F. CELANO, JR., CHIEF OF POLICE
ALERTOC MASS NOTIFICATION SYSTEM
0
AlertOC is a joint County/City mass notification system designed to keep residents and
businesses informed of emergencies. The current Memorandum of Understanding
(MOU) with the County of Orange for the City's participation and usage of the County' s
AlertOC Mass Notification System will expire on June 30, 2016. The proposed MOU will
extend the City's participation in the AlertOC program to June 30, 2021.
RECOMMENDATION
The Police Department requests Council to authorize the approval of the "Memorandum
of Understanding Between the County of Orange and Participants for Use of
Countywide Mass Notification System".
FISCAL IMPACT
No fiscal impact. The program is fully funded by the County of Orange and participating
agencies have use of the system at no cost.
CORRELATION TO THE STRATEGIC PLAN
Goal B: Public Safety and Protection of Assets — Ensure Tustin is an attractive, safe
and well maintained community in which people feel pride.
2. Enhance Tustin's readiness to respond to major disasters.
AlertOC Mass Notification System
June 21, 2016
Page No. 2
BACKGROUND/DISCUSSION
The primary intent of the AlertOC Mass Notification System is to disseminate early
warning and time sensitive information to county businesses and residents during an
emergency event. AlertOC is only one component of the County of Orange Public
Warning System. As deemed fit by local authorities, AlertOC could be used in
conjunction with the other public warning mechanisms including, but not limited to, route
alerting, the Emergency Alert System (radio and tv), sirens, and press releases.
AlertOC is available 24/7 and has been pre -loaded with Orange County landline phone
numbers (including unlisted) and countywide geographic maps. Additionally, citizens
have the option to provide additional contact information via a self -registration portal at
www.alertoc.com with link access to the County and all participating entities' websites.
Upon local authority decision to activate, AlertOC will be used to send a message to
affected businesses and households via telephone, e-mail and/or text describing the
situation and any recommended action.
The County of Orange, Orange County Sheriff's Department is the sponsor of the
AlertOC systems and will take appropriate measures to ensure that the System is in a
state of operational readiness at all times. It is the responsibility of all participating
Agencies to maximize citizen benefits from the System.
The City of Tustin is currently a participant of AlertOC with Blackboard Connect as the
vendor providing services. The County of Orange has entered into new contract with
Everbridge, Inc. to replace Blackboard Connect as the vendor effective July 1, 2016.
CHARLES F. CELANO, JR. ROBERT WRIGH
Chief of Police Acting Captain
Administrative Service Bureau
Attachment No. 1: Memorandum of Understanding
Attachment No. 2: Subordinate Contract MA -060-16011934 with Everbridge, Inc.
Attachment No. 3: Countywide Public Mass Notification System Standard Operating
Procedure
Attachment No. 4: Nondisclosure Agreement Between Pacific Bell Telephone
Company dba SBC California, and The County of Orange,
California
Attachment No. 5: Public Mass Notification System Individual User Agreement
ATTACHMENT NO. 1
MEMORANDUM OF UNDERSTANDING
BETWEEN
THE COUNTY OF ORANGE
AND
PARTICIPANTS
FOR USE OF COUNTYWIDE MASS NOTIFICATION SYSTEM
This Memorandum of Understanding, hereinafter referred to as "MOU," dated July 1,
2016, which date is stated for purposes of reference only, is entered into by and between the
County of Orange, a political subdivision of the State of California, hereinafter referred to as
"COUNTY," and the undersigned municipalities, public universities and water agencies
responsible for protecting a resident population and maintaining a dedicated public safety
answering point (PSAP) within the County of Orange, hereinafter referred to individually as
"PARTICIPANT" or collectively as "PARTICIPANTS."
This MOU is intended to establish governance and terms of use for a Countywide Public
Mass Notification System.
RECITALS
WHEREAS, COUNTY is sponsoring a Countywide Public Mass Notification System
("System") for the primary intent of providing timely communication to the public during times
of emergency; and
WHEREAS, the County is making use of the System available to all cities and agencies
within the County of Orange who have the responsibility for protecting a resident population and
maintaining a dedicated public safety answering point (PSAP); and
WHEREAS, COUNTY entered into Orange County Agreement No. MA -060-16011934
("Agreement") with Everbridge, Inc., for the provision of Public Mass Notification System
Services, on or about May 24, 2016, attached hereto as Exhibit A, to disseminate critical, time -
sensitive emergency information to COUNTY's citizens and businesses through phone and e-
mail devices for emergency notification purposes; and
WHEREAS, COUNTY agrees to provide to PARTICIPANTS access to the services
provided by Everbridge, Inc. as contained in the Agreement in exchange for abiding by the
terms set forth in this MOU; and
WHEREAS, PARTICIPANTS agree to uphold the same terms and conditions of the
Agreement, to use the System in compliance with all usage agreements, including but not limited
to the End User License Agreement, identified and incorporated herein as Exhibit A (Orange
County Agreement No. MA -060-16011934, Exhibit B (Countywide Public Mass Notification
System Policy and Guideline) and Exhibit C (Nondisclosure Document), and the terms of this
MOU to receive the benefits under the Agreement.
NOW, THEREFORE, the parties agree as follows:
Page 1 of 5
I. Definitions:
"Agreement" shall refer to Orange County Agreement No. MA -060-16011934 between
COUNTY and Everbridge, Inc. The Agreement is attached to this MOU as Exhibit A.
"Countywide" shall mean all geographic locations in Orange County, California.
"Contact information" shall mean PARTICIPANT and public contact data stored in the
System for the purpose of disseminating communication in accordance with this MOU
and its Exhibits.
"Confidential Information" shall include but not be limited to personal identifying
information about an individual such as address, phone number, Social Security number,
or any other identifier protected from disclosure by law, and/or any other information
otherwise protected from disclosure by law, for example, the identity of a victim of a sex
crime or a juvenile.
"Emergency" shall include, but not be limited to, instances of fire, flood, storm,
epidemic, riots, or disease that threaten the safety and welfare of the citizens and property
located within the boundaries of the COUNTY and PARTICIPANTS' respective
jurisdictions.
"Emergency information" shall mean information relevant to the safety and welfare of
recipients in the event of an Emergency. Such information shall include but not be
limited to instructions and directions to alleviate or avoid the impact of an emergency.
"Emergency notification situation" shall mean instances when emergency information is
to be distributed through the System.
"Individual User" shall mean an agent, officer, employee or representative of
PARTICIPANT that has been granted access to the System as set forth in this MOU.
"Non -emergency information" shall refer to information that is not relevant to the safety
and welfare of recipients, but has been deemed to be of significant importance to a
PARTICIPANT's jurisdiction to justify the use of the System to distribute such
information.
"Non -emergency notification situation" shall mean instances when a PARTICIPANT
deems non -emergency information to be of significance to a PARTICIPANT'S
jurisdiction and the PARTICIPANT uses the System to distribute such information.
"System" shall mean the Public Mass Notification System as provided by Everbridge,
Inc. to COUNTY under the Agreement. The System is designed to disseminate
information by utilizing common communications, i.e. telephone and e-mail
communications to citizens and businesses as permitted under the Agreement.
Page 2 of 5
II. Hold Harmless: PARTICIPANT will defend, indemnify and save harmless COUNTY,
its elected officials, officers, agents, employees, volunteers and those special districts and
agencies which COUNTY's Board of Supervisors acts as the governing Board
("COUNTY INDEMNITIES") from and against any and all claims, demands, losses,
damages, expenses or liabilities of any kind or nature which COUNTY, its officers,
agents, employees or volunteers may sustain or incur or which may be imposed upon
them for injury to or death of persons, or damages to property as a result of, or arising out
of the acts, errors or omissions of PARTICIPANT, its officers, agents, employees,
subtenants, invitees, or licensees. COUNTY will defend, indemnify and save harmless
PARTICIPANT, its officers, agents, employees and volunteers from and against any and
all claims, demands, losses, damages, expenses or liabilities of any kind or nature which
PARTICIPANT, its officers, agents, employees or volunteers may sustain or incur or
which may be imposed upon them for injury to or death of persons, or damages to
property as a result of, or arising out of the acts, errors or omissions of COUNTY, its
officers, agents, employees, subtenants, invitees, or licensees.
III. Term: This MOU shall be in effect from July 1, 2016 and shall expire on June 30, 2021,
unless COUNTY funding of the System becomes unavailable at which time
PARTICIPANTS will be given six-month advance notice per the termination terms found
in Paragraph IX. Termination, below.
IV. Scope of Services: PARTICIPANTS shall receive from COUNTY access to the same
services being provided by Everbridge, Inc. to the COUNTY under the Agreement.
COUNTY's involvement in this MOU is limited only to extending the availability of the
terms and conditions of the Agreement to the PARTICIPANTS.
V. Use: Use of the System and its data, including but not limited to contact information, is
governed by the terms, conditions and restrictions set forth in the terms provided in
Exhibit A, B and C. All PARTICIPANTS agree to the terms and conditions contained in
Exhibits A, B, and C. COUNTY retains the right to update Exhibits A, B, and C as
needed, in whole or in part, during the life of this MOU. Any and all revised Exhibits
will be distributed to PARTICIPANTS within five business days of the revision date and
shall be incorporated into this MOU. Such modifications to the Exhibits shall not be
deemed an amendment for the purposes of Paragraph X. Amendments, below.
PARTICIPANT, including each of its agents, officers, employees, and representatives
who are given access to the System, agrees to abide by the individual terms of each
agreement and the additional conditions incorporated herein. Breach of use may result in
individual user or PARTICIPANT access account termination.
PARTICIPANT agrees to require each Individual User to execute an Individual User
Agreement (Exhibit D) regarding their obligations to maintain the confidentiality of login
and password information; ensure that they will use the System in accordance with all
applicable laws and regulations, including those relating to use of personal information;
that they may be responsible for any breach of the terms of the Agreement with
Page 3 of 5
Everbridge and/or this MOU; and the confidentiality provisions of this MOU.
PARTICIPANT further agrees to provide a copy of the signed Individual User
Agreement to COUNTY and notify COUNTY if an individual user withdraws their
consent to the Individual User Agreement at anytime during the term of this MOU.
The scope of services under the Agreement is limited to using the System to distribute
business communication to PARTICIPANT inter -departmental resources and/or
emergency information to the public in emergency notification situations.
All PARTICIPANTS have read and accept the terms and conditions found in COUNTY's
"Countywide Public Mass Notification System Policy and Guideline (June 30, 2008)",
attached hereto as Exhibit B.
VL Notice: Any notice or notices required or permitted to be given pursuant to this MOU
shall be submitted in writing and delivered in person, via electronic mail or via United
States mail as follows:
COUNTY:
County of Orange — Sheriff -Coroner Department
Emergency Management Division
Attn: Donna Boston / Emergency Management
2644 Santiago Canyon Road
Silverado, CA 92676
PARTICIPANTS: Each PARTICIPANT shall provide to COUNTY a contact person
and notice information upon entering into this MOU.
Notice shall be considered tendered at the time it is received by the intended
recipient.
VII. Confidentiality: Each party agrees to maintain the confidentiality of confidential records
and information to which they have access a result of their use of the System and
pursuant to all statutory laws relating to privacy and confidentiality that currently exist or
exist at any time during the term of this MOU. All information and use of the System
shall be in compliance with California Public Utilities Code section 2872. No party shall
post confidential information as part of a mass notification unless the law allows such
information to be released.
VIII. Termination: The COUNTY or any PARTICIPANT may terminate its participation in
this MOU at any time for any reason whatsoever. If any PARTICIPANT chooses to
terminate its participation in this MOU, the terminating PARTICIPANT shall provide
written notification in accordance with Paragraph VII. Notice, above. Such notice shall
be delivered to the COUNTY 30 days prior to the determined termination date. A
terminating PARTICIPANT shall uphold the obligations contained in Paragraph II. Hold
Harmless in its entirety and Paragraph VIII. Confidentiality, above. Upon termination,
PARTICIPANT agrees to inform each PARTICIPANT user to stop using the System and
to relinquish all System access, user accounts, passwords and non -PARTICIPANT data
Page 4 of 5
to COUNTY immediately. PARTICIPANT may choose to delete and/or export non-
public PARTICIPANT (aka inter -departmental) owned contact information, as well as,
export resident provided contact information prior to termination. Resident provided
contact information acquired through PARTICIPANT sources shall remain in the System
and available to the County for regional or multi jurisdictional notification use as needed.
Should COUNTY discontinue its funding for the System, which shall be grounds for
COUNTY's termination of its participation, COUNTY shall give PARTICIPANTS six-
month advance courtesy notice prior to terminating the Agreement. All other reasons for
terminating by COUNTY shall be valid upon providing notice to the PARTICIPANTS.
Upon termination by COUNTY, this MOU shall no longer be in effect.
Termination by a PARTICIPANT shall not be deemed an amendment to this MOU as
defined in Paragraph X. Amendments, below.
IX. Amendments: This MOU may be amended only by mutual written consent of the parties
involved unless otherwise provided for in this MOU. The modifications shall have no
force and effect unless such modifications are in writing and signed by an authorized
representative of each party. Termination by a PARTICIPANT or adding a new
PARTICIPANT to this MOU shall not be deemed an amendment.
IN WITNESS WHEREOF, the parties hereto have caused this Memorandum of Understanding
to be executed by their duly authorized representatives as of the dates opposite the signatures.
COUNTY OF ORANGE
wo
Sandra Hutchens, Sheriff -Coroner
County of Orange
PARTICIPANT:
Authorized Signature
Print Name and Title
Page 5 of 5
Date:
Date:
Attachment A - Subordinate Agreement MA -060-16011934 Page 1 of 60
ATTACHMENT NO. 2
Subordinate Contract MA -060-16011934
With
Everbridge, Inc.
For Public Mass Notification System Services
This subordinate agreement to provide a Software as a Service ("SaaS") solution for a public mass
notification system ("PMNS"), hereinafter referred to as "Subordinate Agreement", is made and entered
into by and between the County of Orange, a political subdivision of the State of California ("County"),
and Everbridge, Inc., with a place of business at 500 N. Brand Blvd. Suite 1000, Glendale CA 91203
("Contractor"). County and Contractor may sometimes be individually referred to herein as "Party" or
collectively as "Parties."
RECITALS
WHEREAS, the State of California has issued California Multiple Award Schedule ("CMAS")
Contract No.3-12-70-2909A ("CMAS Contract") for provision of PMNS services by Contractor, which per
its most recent renewal is set to expire on October 31, 2019; and
WHEREAS, the County requires PMNS services; and
WHEREAS, Contractor has represented that its proposed services shall meet or exceed the
County's requirements for PMNS services.
NOW, THEREFORE, the Parties mutually agree as follows:
ATTACHMENTS
In addition to the Rccitals set forth below, the terms governing the relationship between the Parties
to this Subordinate Agreement are further described in the following attachments, which are incorporated
herein as though set forth in full:
Attachment "A"— California Multiple Award Schedule (CMAS) Contract Number 3-12-70-2909A,
effective December 12, 2014 — October 31, 2019.
Attachment "B" — Cost/Compensation (hereinafter "Price Sheet")
Attachment "C" — Everbridge Inclusion Sheet (hereinafter "Inclusion Sheet")
Attachment "D" — Everbridge GSA Approved End User License Agreement (hereinafter
"EULA'j
Attachment A - Subordinate Agreement MA -060-16011934 Page 2 of 60
DEFINITIONS
For the purposes of interpreting this Subordinate Agreement, the following terms defined in the
Attachments hereto shall have the following meanings:
A. "State of California" and "State" as used in Attachment "A" shall mean County, its employees
and authorized representatives.
B. "Users" as used in Attachment "D," in addition to the definition therein, shall also include
within its meaning the employees and contractors of other public entities who are authorized
by the County to access any Service as described in the EULA pursuant to a Memorandum of
Understanding between the County and those public entities.
All other conflicting terms or language shall be resolved as described in Section I 1 hereinbelow.
COUNTY TERMS & CONDITIONS
1. Subordinate Agreement: The agreement between the Parties shall consist of this Subordinate
Agreement and Attachments "A,""13," "C," and "D" (collectively, "Agreement Documents"). The
Parties hereby agree that the terms, conditions and assumptions set forth in Attachment "A" shall
govern the performance of the Subordinate Agreement and delineate the respective rights and
obligations of the Parties except where there is a conflict in language or obligations between
Attachment "A" and the other Agreement Documents. In the event of such a conflict, the Parties
agree that it shall be resolved as described in Section I 1 hereinbelow.
2. Scope of Subordinate Agreement: Contractor shall provide the County with a SaaS solution for
PMNS services as further described in the Agreement Documents. Payment for PMNS services
shall be made annually in the amounts described in the Price Sheet attached hereto.
3. Term of Subordinate Agreement: This Subordinate Agreement shall be effective as of the date
it is executed by both Parties ("Effective Date"), and its term shall be three (3) consecutive years
from the Effective Date.
This Subordinate Agreement is based and dependent on the existence of the CMAS Contract which is
currently set to expire on October 31, 2019. In the event that the CMAS Contract is renewed and
extended by the State of California, County, at its sole election and subject to the written consent of
Contractor, may exercise its right to extend this Subordinate Agreement for a total of two (2) one-year
periods under the same terms and conditions and pricing structure. The County does not have to give
any reason should it elect not to renew the Subordinate Agreement. Any renewal may require approval
of the County of Orange Board of Supervisors.
4. Governing Law and Venue: This Subordinate Agreement has been negotiated and executed in
the State of California and shall be governed by and construed under the laws of the State of
California. In the event of any legal action to enforce or interpret this Subordinate Agreement, the
sole and exclusive venue shall be a court of competent jurisdiction located in Orange County,
California, and the parties hereto agree to and do submit to the jurisdiction of such court,
Attachment A - Subordinate Agreement MA -060-16011934 Page 3 of 60
notwithstanding Code of Civil Procedure Section 394. Furthermore, the parties specifically agree
to waive any and all rights to request that an action be transferred for trial to another county.
5. Employee Eligibility Verification: Contractor warrants that it fully complies with all Federal and
State statutes and regulations regarding the employment of aliens and others and that all its
employees performing work under this Subordinate Agreement meet the citizenship or alien status
requirement set forth in Federal statutes and regulations. The Contractor shall obtain, from all
employees, consultants and subcontractors performing work hereunder, all verification and other
documentation of employment eligibility status required by Federal or State statutes and regulations
including, but not limited to, the Immigration Reform and Control Act of 1986, 8 U.S.C. §1324 et
seg., as they currently exist and as they may be hereafter amended. The Contractor shall retain all
such documentation for all covered employees, consultants and subcontractors for the period
prescribed by law. The Contractor shall indemnify, defend with counsel approved in writing by
the County, and hold harmless, the County, its agents, officers, and employees from employer
sanctions and any other liability which may be assessed against Contractor or the County, or both,
in connection with any alleged violation of any Federal or State statutes or regulations pertaining
to the eligibility for employment of any persons performing work under this Subordinate
Agreement.
6. Civil Rights: Contractor attests that services provided shall be in accordance with the provisions
of Title VI and Title VII of the Civil Rights Act of 1964, as amended; Section 504 of the
Rehabilitation Act of 1973, as amended; the Age Discrimination Act of 1975 as amended; Title II
of the Americans with Disabilities Act of 1990, and other applicable State and Federal laws and
regulations prohibiting discrimination on the basis of race, color, national origin, ethnic group
identification, age, religion, marital status, sex or disability.
7. Debarment: Contractor hereby certifies that neither Contractor nor its principals arc presently
debarred, proposed for debarment, declared ineligible or voluntarily excluded from participation in
the transaction by any Federal department or agency.
8. Lobbying: On best information and belief, the Contractor certifies no federal appropriated funds
have been paid or will be paid by, or on behalf of, the Contractor to any person for influencing or
attempting to influence an officer or employee of Congress; or an employee of a member of
Congress in connection with the awarding of any Federal contract, continuation, renewal,
amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
9. Fiscal Appropriations: This Subordinate Agreement is subject to and contingent upon applicable
budgetary appropriations being approved by the County of Orange Board of Supervisors for each
fiscal year during the term of this Subordinate Agreement. If such appropriations are not
forthcoming, the Subordinate Agreement shall be terminated without penalty.
The Contractor acknowledges that funding or portions of funding for this Subordinate Agreement
may also be contingent upon the receipt of funds from, and/or appropriation of funds by, the State
of California to the County. If such funding and/or appropriations are not forthcoming, or are
otherwise limited, the County may immediately terminate or modify this Subordinate Agreement
Attachment A - Subordinate Agreement MA -060-16011934 Page 4 of 60
without penalty. Notwithstanding the foregoing, County shall not be entitled to a refund and shall
pay amounts due and owing as of the termination.
10. Records: Contractor hereby acknowledges that documents or communications made or provided
by Contractor to the County pursuant to this Subordinate Agreement may be required to be
produced to third parties pursuant to the California Public Records Act, Government Code sections
6250, el seq. Contractor agrees to indemnify and hold County harmless from liability and/or
attorneys' fees arising from the non-disclosurc or lawful disclosure of records that the Contractor
has identified as confidential.
11. Precedence: The Subordinate Agreement documents consist of Agreement Documents. In the
event of a conflict between the language of any of the Agreement Documents, the precedence to
the respective documents' language shall be given in the following order:
a. This Subordinate Agreement;
b. Attachment 'B";
c. Attachment "A';
d. Attachment "C";
e. Attachment "D."
Attachment A - Subordinate Agreement MA -060-16011934 Page 5 of 60
Subordinate Agreement Signature Page
The Parties hereto have executed this Subordinate Agreement on the dates shown opposite their respective
signatures below
*CRpIuK= Everbridgc, Inc.
By: t f�+^r'`•'
Print Name: Phr_llip Hoff
*Contractor, Everbridge, Inc.
a —2 411f
By: _ _
Title: ice President and Controller
Date: 5/4/16 _
Title: Assistant Secretary
Print Name: Daniel Hekier . Date: 3/4116
*If a corporation, the document must be signed by two corporate officers. The first signature must be either
the Chairman of the Board, President, or any Vice President. The second signature must be the secretary,
an assistant secretary, the Chief Financial Officer, or any assistant treasurers. In the alternative, a single
corporate signature is acceptable when accompanied by a corporate document demonstrating the legal
authority of the signature to bind the company.
County Of Oran
A political subdivision of the State of California
+ Sheriff -Coroner Department
By:
Print Name:
Approved by the Board of Supervisors:
Approved as to Form
Office of the County Counsel
by: _
Deputy
Date:
Attachment A - Subordinate Agreement MA -060-16011934 Page 6 of 60
Al"FACHNIENT A
California Multiple Award Schedule (CMAS) Contract Number 3-12-70-2909A
(Intentionally left blank)
Attachment A - Subordinate Agreement MA -060-16011934 Page 7 of 60
Procurement Division
DGS 707 Third Street, 2id Floor, MS aR2-202
West Sacramento, CA 95605-2811
State of California
MULTIPLE AWARD SCHEDULE
EVERIBRIDGE, INC.
CONTRACT NUMBER:
3-12-70-2909A
SUPPLEMENT NO.:
1
WAS CONTRACT TERM:
12/12/2014 through 10/31/2019
CONTRACT CATEGORY:
Information Technology Goods &
Services
APPLICABLE
TERMS & CONDITIONS:
September 8, 2014
MAXIMUM ORDER LIMIT:
$500,000
FOR USE BY:
State & Local Government Agencies
BASE GSA SCHEDULE NO.:
GS -3517-0692P
BASE SCHEDULE HOLDER:
Everbrid e, Inc.
This contract provides for the purchase and warranty of software.
NOTICE: Products and/or services on this CMAS may be available on a Mandatory Statewide Contracts. If this is the case,
the use of this CMAS is restricted unless the State agency has an approved exemption as explained in the Statewide
Contract User Instructions. Information regarding Statewide Contracts can be obtained at the website:
htto://www.documents.gas.ca.Qov/od/contracts/wntractindexiisting.htm. This requirement is not applicable to local
government entities.
The purpose of this supplement is to renew this contract through 10/31/2019. In addition, this supplement replaces in its
entirety Everbridge, Ines existing California Multiple Award Schedule (CMAS) that expired on 10/31/2014. The most current
Ordering Instructions and Special Provisions and CMAS Terms and Conditions dated September 8, 2014, products and/or
services and pricing are included herein. Please review these provisions carefully because they may have changed since
issuance of your last contract.
IMPORTANT NOTICE TO STATE AGENCIES REGARDING CLOUD COMPUTING SOLUTIONS
Cloud computing solutions for Software as a Service (SaaS) are permitted under this CMAS Contract. Cloud infrastructure
as a Service (IaaS) and Cloud Platform as a Service (PaaS) are not permitted under the CMAS Program. One or more of the
brands offered under this CMAS contract may be associated with IaaS or PaaS. It is incumbent upon both the CMAS
supplier as well as the ordering agency to ensure that IaaS and PaaS products are not purchased under this contract.
The most current Ordering Instructions and Special Provisions and CMAS Terms and Conditions, products and/or services
and pricing are included herein. All purchase orders issued under this contract incorporate the following Ordering
Instructions and Special Provisions and CMAS Terms and Conditions dated September 8, 2014.
Effective Date: 12/1212014
STEPHANNE LIM, Program Analyst, California Multiple Award Schedules Unit
Attachment A - Subordinate Agreement MA -060-16011934
Page 8 of 60
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
EVERBRIDGE, INC.
CMAS NO. 3-12-70-2909A, SUPPLEMENT NO. 1
Agency non-compliance with the requirements of CONTRACT PRICES
this contract may result in the loss of delegated
authority to use the CMAS program. The maximum prices allowed for the products and/or
services available in this CMAS contract are those set
Contractor non-compliance with the requirements of forth in the base contract identified on page 2 of this
this contract may result in contract termination, contract.
CMAS PRODUCT & SERVICE CODES
The CMAS Product & Service Codes listed below are
for marketing purposes only. Review this CMAS
contract and the base contract identified below for the
products and/or services available on this contract.
Emergency -First Response Comm
Auto Call Distribution
Software -Communications
Voice -IVR Systems
Software as a Service (SaaS)
AVAILABLE PRODUCTS AND/OR SERVICES
The ordering agency must verify all products and/or
services are currently available on the base GSA
schedule at the GSA eLibrary. Access the GSA
eLibrary at www.asaelibrarv.asamov.
EXCLUDED PRODUCTS AND/OR SERVICES
Infrastructure as a Service (laaS) and Platform as a
Service (PaaS) cloud products and related services are
not available under this contract.
CMAS BASE CONTRACT
This CMAS contract is based on some or all of the
products and/or services and prices from GSA
Schedule No. GS -35F -0692P (Everbridge, Inc.) with a
GSA term of 7/19/2014 through 7118/2019 including
modification 0016. The term of this CMAS contract
incorporates an extension of three months beyond
the expiration of the base GSA contract, and is
shown in the "CMAS Term Dates" on page 1.
ISSUE PURCHASE ORDER TO
Agency purchase orders must be mailed to the following
address, or faxed to (818) 484-2299:
Everbridge, Inc.
500 N. Brand Blvd, Suite 1000
Glendale, CA 91203
Attn: Jack Karadzhyan
Agencies with questions regarding products and/or
services may contact the contractor as follows:
Phone: (818) 230-9790
E-mail: jack.karadzhyan@everbridge.com
Ordering Instructions and Special Provisions
The ordering agency is encouraged to seek prices lower
than those on this CMAS contract. When responding to
an agency's Request for Offer (RFO), the contractor can
offer lower prices to be competitive.
AMERICAN RECOVERY AND REINVESTMENT ACT
(ARRA)
Ordering departments executing purchases using ARRA
funding must attach the ARRA Supplemental Terms and
Conditions document to their individual RFOs and
purchase documents. Departments are reminded that
these terms and conditions supplement, but do not
replace, standard State terms and conditions associated
with this CMAS contract. The ARRA Supplemental
Terms and Conditions can be accessed at
www.dQcuments.dgs.ca.ggv/D&Dcl!2mrJARRATand%20
C081009final.odf.
WARRANTY
For warranties, see the federal GSA schedule and the
CMAS Terms and Conditions, General Provisions,
CMAS Warranty.
DELIVER
30 days after receipt of order, or as negotiated between
agency and contractor and included in the purchase
order, or as otherwise stipulated in the contract.
F.O.B. (Free On Board) Destination. Seller pays the
freight charges.
PURCHASING AUTHORITY DOLLAR THRESHOLD
No CMAS order may be executed by a State agency
that exceeds that agency's CMAS purchasing authority
threshold or the CMAS maximum order limit, whichever
is less.
Attachment A - Subordinate Agreement MA -060-16011934
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
EVERBRIDGE, INC.
CMAS NO. 3-12-70-2909A, SUPPLEMENT NO. 1
HOW TO USE CMAS CONTRACTS
Agencies must adhere to the detailed requirements in
the State Contracting Manual (SCM) when using CMAS
contracts. The requirements for the following bullets are
in the SCM, Volume 2, Chapter 6 (for non -IT) and the
SCM, Volume 3, Chapter 6 (for IT):
• Develop a Request for Offer, which includes a
Scope of Work (SOW), and Bidder Declaration
form. For information on the Bidder Declaration
requirements, see the SCM, Volume 2, Section
3.5.7 and Volume 3, Section 3.4.7.
• Search for potential CMAS contractors at
www.das,ca,am/t>dfProurams/Leveraaed/CMAS-as
select "Find a CMAS Contract".
• Solicit offers from a minimum of 3 CMAS
contractors including one small business and/or
DVBE, if available, who are authorized to sell the
products and/or services needed
• If soliciting offers from a certified DVBE, include the
Disabled Veteran Business Enterprise Declarations
form (Std. 843) in the Request for Offer. This
declaration must be completed and returned by the
DVBE prime contractor and/or any DVBE
subcontractors. (See the SCM Volumes 2 and 3,
Chapter 3)
• This is not a bid transaction, so the small business
preference, DVBE participation goals, protest
language, intents to award, evaluation criteria,
advertising, etc., are not applicable.
• If less than 3 offers are received, State agencies
must document their file with the reasons why the
other suppliers solicited did not respond with an
offer.
• Assess the offers received using best value
methodology, with cost as one of the criteria.
• Issue a Purchase Order to the selected contractor.
• For CMAS transactions under $5,000 only one offer
is required if the State agency can establish and
document that the price is fair and reasonable.
Local governments set their own order limits, and are
not bound by the order limits on the cover page of this
contract.
PUTTING ORDER
Splitting orders to avoid any monetary limitations is
prohibited.
Do not circumvent normal procurement methods by
splitting purchases into a series of delegated purchase
orders (PCC § 10329).
Splitting a project into small projects to avoid either
fiscal or procedural controls is prohibited (SAM
4819.34).
Ordering instructions and Special Provisions
Page 9 of 60
MINIMUM ORDER LIMITATION
The minimum dollar value of an order to be issued
under this contract is $5,000.00.
ORDERING PRQCEDURES
1. Order Form
State agencies shall use a Contract/Delegation
Purchase Order (Std. 65) for purchases and
services.
Local governments shall, in lieu of the State's
Purchase Order (Std. 65), use their own purchase
order document.
Electronic copies of the State Standard Forms can
be found at the Office of State Publishing website.
The site provides information on the various forms
and use with the Adobe Acrobat Reader. Beyond
the Reader capabilities, Adobe Acrobat advanced
features may be utilized if you have Adobe
Business Tools or Adobe Acrobat 4.0 installed on
your computer. Direct link to the Standard Form
65:
http:hwww.dgs.ca.gv/das/Prog ramsServices/Form
s/FMC/Search.asox
2. Purchase Orders
State and Local Government agencies are required
to send a copy of each CMAS purchase order to:
Department of General Services
Procurement Division, Data Management Unit
PO Box 989052, MS #2-203
West Sacramento, CA 95798-9052
(or via Interagency Mail Service #Z-1)
The agency is required to complete and distribute
the order form. For services, the agency shall
modify the information contained on the order to
include the service period (start and end date), and
the monthly cost (or other intermittent cost), and
any other information pertinent to the services
being provided. The cost for each line item should
be included in the order, not just system totals.
The contractor must immediately reject orders that
are not accurate. Discrepancies are to be
negotiated and incorporated into the order prior to
the products and services being delivered.
3. Service and Delivery after Contract Expiration
The purchase order must be issued before the
CMAS contract end term expires. However,
delivery of the products or completion of the
services may be after the contract end term expires
(unless otherwise specifically stated in the
contract), but must be as provided for in the
contract and as specified in the purchase order.
Attachment A - Subordinate Agreement MA -060-16011934
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
EVERBRIDGE, INC.
CMAS NO. 3-12-70-2909A, SUPPLEMENT NO. 1
4. Multiple Contracts on STD. 65 Order Form
Agencies may include multiple CMAS contracts
from the same contractor on a single Std. 65
Contract/Delegation Purchase Order. For
guidelines, see the SCM, Volumes 2 & 3, Chapter
6.84.1.
5. Amendments to Agency's Purchase Orders
Agency purchase orders cannot be amended if the
CMAS contract has expired.
The SCM, Volumes 2 & 3, Chapter 6.A5.0 provides
the following direction regarding amendments to all
types of CMAS purchase orders:
Original orders, which include options for
changes (e.g., quantity or time), that were
evaluated and considered in the selection for
award during the RFO process, may be
amended consistent with the terms of the original
order, provided that the original order allowed for
amendments. If the original order did not
evaluate options, then amendments are not
allowed unless an NCB is approved for those
amendments.
Amendments unique to non -IT services are covered
in the SCM, Volume 2, Chapter 6.B2.9 as follows:
If the original contract permitted amendments,
but did not specify the changes (e.g., quantity or
time), it may be amended. This only applies to
the first amendment. The time shall not exceed
one year, or add not more than 30% of the
original order value and may not exceed
$250,000. If the original contract did not have
language permitting amendments, the NCB
process must be followed.
Also, see the SCM, Volumes 2 & 3, Chapter 8,
Topic 6, for more information on amending
purchase orders.
CONTRACTOR OWNERSHIP INFORMATION
Everbridge, Inc. is a large business enterprise.
SMALL BUSINESS MUST BE CONSIDERED
Prior to placing orders under the WAS program, State
agencies shall whenever practicable first consider offers
from small businesses that have established WAS
contracts [GC Section 14846(b)). NOTE: The
Department of General Services auditors will request
substantiation of compliance with this requirement when
agency files are reviewed.
The following website lists CMAS Small Business and
Disabled Veteran Partners:
www.dus. ca.gov/paroarams/Leveraged/CMAS. grtpx
then select'Find a CMAS Contractor".
Ordering Instructions and Special Provisions
Page 10 of 60
In response to our commitment to increase participation
by small businesses, the Department of General
Services waives the administrative fee (a fee
currently charged to customer agencies to support
the CMAS program) for orders to certified small
business enterprises.
See the current fees in the DGS Price Book at:
hnp://www.das. ca.aov/ofs/Pdcebook. aspx
SMALL BUSINESS/DVBE -TRACKING
State agencies are able to claim subcontracting dollars
towards their small business or DVBE goals whenever
the Contractor subcontracts a commercially useful
function to a certified small business or DVBE. The
Contractor will provide the ordering agency with the
name of the small business or DVBE used and the
dollar amount the ordering agency can apply towards its
small business or DVBE goal.
SMALL BUSINESS/DVBE - SUBCONTRACTING
1, The amount an ordering agency can claim towards
achieving its small business or DVBE goals is the
dollar amount of the subcontract award made by
the Contractor to each small business or DVBE.
2. The Contractor will provide an ordering agency with
the following information at the time the order is
quoted:
a. The Contractor will state that, as the prime
Contractor, it shall be responsible for the
overall execution of the fulfillment of the order.
b. The Contractor will indicate to the ordering
agency how the order meets the small
business or DVBE goal, as follows:
• List the name of each company that is
certified by the Office of Small Business
and DVBE Certification that it intends to
subcontract a commercially useful function
to; and
• Include the small business or DVBE
certification number of each company
listed, and attach a copy of each
certification; and
• Indicate the dollar amount of each
subcontract with a small business or DVBE
that may be claimed by the ordering agency
towards the small business or DVBE goal;
and
• Indicate what commercially useful function
the small business or DVBE subcontractor
will be providing towards fulfillment of the
order.
3. The ordering agency's purchase order must be
addressed to the prime Contractor, and the
purchase order must reference the information
provided by the prime Contractor as outlined above.
Attachment A - Subordinate Agreement MA -060-16011934
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
EVERBRIDGE, INC.
CMAS NO. 3-12-70-2909A, SUPPLEMENT NO. 1
ELECTRONIC WASTE RECYCLING
The Electronic Waste Recycling Act of 2003 requires
retailers to collect a recycling fee from consumers on
covered electronic devices starting January 1, 2005.
California Public Resources Code, Section 42463(1)
defines a "covered electronic device" as a video display
device containing a screen greater than four inches
measured diagonally. See the code identified above for
more information and exceptions to this definition.
The Integrated Waste Management Board is
implementing this new legislation, and the Board of
Equalization is responsible for collecting these recycling
fees from retailers. See the following two websites for
more information on this topic:
www.ciwmb.ca.gov/Electronics/Act2OO
www.boe.ca.aov/sotaxproo/ewaste.htm
The electronic waste recycling fee must be shown as a
line item on the agency purchase order before the
Contractor can include it on their invoice.
PRODUCTIVE USE REQUIREMENTS
The customer in -use requirement applies to all
procurements of information technology equipment and
software, per the SCM, Volume 3, Chapter 2, Section
2.86.2.
Each equipment or software component must be in
current operation for a paying customer and the paying
customer must be external to the contractor's
organization (not owned by the contractor and not
owning the contractor).
To substantiate compliance with the Productive Use
Requirements, the contractor must provide upon
request the name and address of a customer installation
and the name and telephone number of a contact
person.
The elapsed time such equipment or software must
have been in operation is based upon the importance of
the equipment or software for system operation and its
cost. The following designates product categories and
the required period of time for equipment or software
operation prior to approval of the replacement item on
CMAS.
Category 1 - Critical Software: Critical software is
software that is required to control the overall operation
of a computer system or peripheral equipment.
Included in this category are operating systems, data
base management systems, language interpreters,
assemblers and compilers, communications software,
and other essential system software.
Ordering Instructions and Special Provisions
Page 11 of 60
Cost Prior Operation
More than $100,000 8 months
$10,000 up to $100,000 4 months
Less than $10,000 1 month
Category 2 - All Information Technology Equipment
and Non -Critical Software: Information technology
equipment is defined in SAM Section 4819.2.
.Q9M Prior Operation
More than $100,000 6 months
$10,000 up to $100,000 4 months
Less than $10,000 1 month
OPEN MARKETIINCIDENTAL, NON -SCHEDULE
ITEMS
The only time that open markettincidental, non -schedule
items may be included in a CMAS order is when they
fall under the parameters of the Not Specifically Priced
(NSP) hems provision. If the NSP provision is not
included in the schedule, or the products and/or
services required do not qualify under the parameters of
the NSP provision, the products and/or services must be
procured separate from CMAS.
STATE AND LOCAL GOVERNMENTS CAN USF.
CMAS
State and local government agency use of CMAS
contracts is optional. A local government is any city,
county, city and county, district, or other local
governmental body or corporation, including UC, CSU,
K-12 schools and community colleges empowered to
expend public funds. While the State makes this
contract available, each local government agency
should make its own determination whether the CMAS
program is consistent with their procurement policies
and regulations.
UPDATES AND/OR CHANGES
A CMAS amendment is not required for updates and/or
changes once the update and/or change becomes
effective for the federal GSA schedule, except as
follows:
A CMAS amendment is required when the contract
is based on products and/or services from another
contractor's multiple award contract and the
contractor wants to add a new manufacturer's
products and/or services.
A CMAS amendment is required for new federal
contract terms and conditions that constitute a
material difference from existing contract terms and
conditions. A material change has a potentially
significant effect on the delivery, quantity or quality
of items provided, the amount paid to the contractor
or on the cost to the State.
A CMAS amendment is required for changes to
contracts that require California Prison Industry
Authority (CALPIA) approval.
Attachment A - Subordinate Agreement MA -060-16011934
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
EVERBRIDGE, INC.
CMAS NO. 3-12-70-2909A, SUPPLEMENT NO. 1
A CMAS amendment is required to update and/or
change terms and conditions and/or products and
services based on a non-federal GSA multiple award
contract.
SELF -DELETING FEDERAL GSA TERMS AND
CONDITIONS
Instructions, or terns and conditions that appear in the
Special Items or other provisions of the federal GSA and
apply to the purchase, license, or rental (as applicable)
of products or services by the U.S. Government in the
United States, and/or to any overseas location shall be
self -deleting. (Example: "Examinations of Records"
provision).
Federal regulations and standards, such as Federal
Acquisition Regulation (FAR), Federal Information
Resources Management Regulation (FIRMR), Federal
Information Processing Standards (FIPS), General
Services Administration Regulation (GSAR), or Federal
Installment Payment Agreement (FIPA) shall be self -
deleting. Federal blanket orders and small order
procedures are not applicable.
ORDER OF PRECEDENCE
The CMAS Terms and Conditions shall prevail if there is
a conflict between the terms and conditions of the
contractor's federal GSA, (or other multiple award
contract), packaging, invoices, catalogs, brochures,
technical data sheets or other documents (see CMAS
Terms and Conditions, CONFLICT OF TERMS).
APPLICABLE CODES, POLICIES AND GUIDELINES
All California codes, policies, and guidelines are
applicable. THE USE OF CMAS DOES NOT REDUCE
OR RELIEVE STATE AGENCIES OF THEIR
RESPONSIBILITY TO MEET STATEWIDE
REQUIREMENTS REGARDING CONTRACTING OR
THE PROCUREMENT OF GOODS OR SERVICES.
Most procurement and contract codes, policies, and
guidelines are incorporated into CMAS contracts.
Nonetheless, there is no guarantee that every possible
requirement that pertains to all the different and unique
State processes has been included.
STATEWIDE PROCUREMENT REQUIREMENTS
Agencies must carefully review and adhere to all
statewide procurement requirements in the SCM,
Volumes 2 and 3, such as:
• Automated Accounting System requirements of
State Administrative Manual (SAM) Section 7260-
62
• Productive Use Requirements, per the SCM,
Volume 3, Chapter 2, Section 2.66.2.
• SAM Sections 4819.41 and 4832 certifications for
information technology procurements and
compliance with policies.
• Services may not be paid for in advance.
Ordering Instructions and Special Provisions
Page 12 of 60
Agencies are required to file with the Department of
Fair Employment and Housing (DFEH) a Contract
Award Report Std. 16 for each order over $5,000
within 10 days of award, including supplements that
exceed $5,000.
Pursuant to Public Contract Code Section 10359
State agencies are to report all Consulting Services
Contract activity for the preceding fiscal year to
DGS and the six legislative committees and
individuals that are listed on the annual
memorandum from DGS.
Pursuant to Unemployment Insurance Code
Section 1088.8, State and local government
agencies must report to the Employment
Development Department (EDD) all payments for
services that equal $600 or more to independent
sole proprietor contractors. See the Contractor's
Std. 204, Payee Data Record, to determine sole
proprietorship. For inquiries regarding this subject,
contact EDD at (916) 651-6945 for technical
questions or (888) 745-3886 for information and
forms.
Annual small business and disabled veteran
reports.
Post evaluation reports. Public Contract Code
10369 requires State agencies to prepare post
evaluations on form Std. 4 for all completed non -IT
consulting services contracts of more than $5,000.
Copies of negative evaluations for non -IT
consulting services only must be sent to the DGS,
Office of Legal Services. The Bureau of State
Audits requires State agencies annually to certify
compliance with these requirements.
REQUIREMENT
Effective January 1, 2007, in accordance with Public
Contract Code 10111, State agencies are to capture
information on ethnicity, race, and gender of business
owners (not subcontractors) for all awarded contracts,
including CAL -Card transactions. Each department is
required to independently report this information to the
Governor and the Legislature on an annual basis.
Agencies are responsible for developing their own
guidelines and forms for collecting and reporting this
information,
Contractor participation is voluntary.
PAYMENTS AND INVOICES
1. Payment Terms
Payment terms for this contract are net 45 days.
Attachment A - Subordinate Agreement MA -060-16011934
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
EVERBRIDGE, INC.
CMAS NO. 3-12-70-2909A, SUPPLEMENT NO. 1
Payment will be made in accordance with the
provisions of the California Prompt Payment Act,
Government Code Section 927 at. seq. Unless
expressly exempted by statute, the Act requires
State agencies to pay properly submitted,
undisputed invoices not more than 45 days after (1)
the date of acceptance of goods or performance of
services; or (ii) receipt of an undisputed invoice,
whichever is later.
2. Payee Data Record (Std. 204)
Each State accounting office must have a copy of
the Contractor's Payee Data Record (Std. 204) in
order to process payment of invoices. Contractors
are required to provide a copy of their Std. 204
upon request from an agency customer. Agencies
should forward a copy of the Std. 204 to their
accounting office. Without the Std. 204, payment
may be unnecessarily delayed.
3. DGS Administrative and Incentive Fees
Orders from State Agencies:
The Department of General Services (DGS) will bill
each State agency directly an administrative fee for
use of CMAS contracts. The administrative fee
should NOT be included in the order total, nor
remitted before an invoice is received from DGS.
This administrative fee is waived for CMAS
purchase orders issued to California certified small
businesses.
See the current administrative fees in the DGS
Price Book at:
hffp://www.das.ce.gov/ofs/Prioebook.asr)x.
Orders from Local Government Agencies:
Effective for CMAS orders dated 1/1/2010 or later,
CMAS contractors, who are not California certified
small businesses, are required to remit to the DGS
an incentive fee equal to 1% of the total of all local
govemment agency orders (excluding sales tax and
freight) placed against their CMAS contract(s). This
incentive fee is in lieu of local government agencies
being billed the above referenced DGS
administrative fee.
This incentive fee is waived for CMAS purchase
orders issued to California certified small
businesses.
The check covering this fee shall be made payable
to the Department of General Services, CMAS Unit,
and mailed to the CMAS Unit along with the
applicable Quarterly Report. See the provision in
this contract entitled 'Contractor Quarterly Report
Process' for information on when and where to
send these checks and reports.
Ordering Instructions and Special Provisions
4. Contractor Invoices
Page 13 of 60
Unless otherwise stipulated, the contractor must
send their invoices to the agency address set forth
in the purchase order. Invoices shall be submitted
in triplicate and shall include the following:
• Contract number
• Agency purchase order number
• Agency Bill Code
• Line item number
• Unit price
• Extended line item price
• Invoice total
State sales tax and/or use tax shall be itemized
separately and added to each invoice as applicable.
The company name on the CMAS contract,
purchase order and invoice must match or the State
Controller's Office will not approve payment.
5. Advance Payments
Advance payment is allowed for services only
under limited, narrowly defined circumstances, e.g.,
between specific departments and certain types of
non-profit organizations, or when paying another
government agency (GC 11256 — 11283 and
11019).
It is NOT acceptable to pay 1n advance, except
software maintenance and license fees, which are
considered a subscription, may be paid in advance
if a provision addressing payment in advance is
included in the purchase order.
Warranty upgrades and extensions may also be
paid for in advance, one time.
6. Credit Card
Everbridge, Inc. does not accept the State of
California credit card (CAL -Card).
7. Lease/Purchase Analysis
State agencies must complete a Lease/Purchase
Analysis (LPA) to determine best value when
contemplating a lease/rental, and retain a copy for
future audit purposes (SAM 3700). Approval by the
Department of General Services is not required.
8. Leasing
Except for Federal Lease to Own Purchase (LTOP)
and hardware rental provisions with no residual
value owed at end term ($1 residual value is
acoeptable), Federal GSA Lease provisions are
NOT available through CMAS because the rates
and contract terms and conditions are not
acceptable or applicable to the State.
Attachment A - Subordinate Agreement MA -060-16011934
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
EVERBRIDGE, INC.
CMAS NO. 3-12-70-2909A, SUPPLEMENT NO. 1
SEAT Management financing options are NOT
available through this contract.
As an alternative, agencies may consider financing
through the State's financial marketplace GS
$MartTM. All terms and conditions and lenders are
pre -approved for easy financing. The GS $MartTM
Internet address is
www.das.ca.aov/od/aroarams/statefinancialmarketolace.a
ox. Buyers may contact the GS $MartTM'
Administrator, Patrick Mullen by phone at (916)
375-4617 or via e-mail at
patrick.mullen0das.ca.aov for further information.
9. Maintenance Tax
The Board of Equalization has ruled that in
accordance with Section 1655 of the Sales and Use
Tax Regulations of the Business Taxes Law Guide,
that whenever optional maintenance contracts
include consumable supplies, such supplies are
subject to sales tax.
Generally, the State has two options:
1. For contracts that provide for maintenance
services (i.e., the furnishing of labor and parts
necessary to maintain equipment), the
charges for the provision of maintenance
services are not taxable.
2. For contracts that provide for maintenance
services and consumable supply items (e.g.,
toner, developer, and staples), the provision
of the consumable supplies is considered a
taxable sale of tangible personal property.
Therefore, State agencies awarding optional
maintenance contracts are responsible for
paying the applicable sales tax on the
consumable supplies utilized during the
performance period of the maintenance
contract.
The contractor Wit be required to itemize the
taxed consumables for State accounting
purposes.
CONTRACTOR QUARTERLY REPORT PROCESS
Contractors are required to submit a detailed CMAS
Business Activity Report on a quarterly basis to the
CMAS Unit. See Attachment B for a copy of this form
and instructions.
This report shall be mailed to:
Department of General Services
Procurement Division — CMAS Unit
Attention: Quarterly Report Processing
PO Box 989052, MS #2-202
West Sacramento, CA 95798-9052
Ordering Instructions and Special Provisions
Page 14 of 60
Reports that include checks for incentive fees or that
exceed a total of 5 pages must be mailed and shall not
be faxed or e-mailed. All other reports may be faxed or
e-mailed to the attention of Quarterly Report Processing
as follows:
CMAS Unit Fax Number: (916) 375-4663
CMAS Unit E -Mail: cmasCdgs.ca.gov
For the full instructions on completing and submitting
CMAS Quarterly Business Activity Reports, and a soft
copy of a blank quarterly report form, go to
www.das.ca.aov/odtProaramsILeveraaed/CMAS.asox,
and then select "For Suppliers/Contractors".
Important things to remember regarding CMAS
Quarterly Business Activity Reports (referred to as
"reports" below):
• A report is required for each CMAS contract each
quarter, even when no new purchase orders are
received in the quarter.
• A separate report is required for each CMAS
contract.
• Each purchase order must be reported only once in
the quarter identified by the purchase order date,
regardless of when the services were performed,
the products were delivered, the invoice was sent,
or the payment was received.
• Purchase orders from State and local government
agencies must be separated on the report, as
shown in the instructions.
• Contractors must report the sales activity for all
resellers listed on their CMAS contract.
• Any report that does not follow the required format
or excludes required information will be deemed
incomplete and returned to the contractor for
corrections.
• Taxes and freight must not be included in the
report.
• For CMAS orders dated 111/2010 or later,
contractors are no longer required to attach copies
of purchase orders to their reports. This changed
requirement will begin on Q1-2010 reports, which
are due 4/15/2010.
• For CMAS orders dated 1/1/2010 or later,
contractors who are not California certified small
businesses must attach to their quarterly report a
check covering the required incentive fee for all
CMAS sales to local government agencies (see
more information below). This new requirement will
start on Q1-2010 reports, which are due 4/15/1010.
• New contracts, contract renewals or extensions,
and contract modifications will be approved only if
the contractor has submitted all required quarterly
reports and incentive fees.
Attachment A - Subordinate Agreement MA -060-16011934
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
EVERBRIDGE, INC.
CMAS NO. 3-12-70-2909A, SUPPLEMENT NO. 1
CMAS Quarterly Business Activity Reports are due in
the CMAS Unit within two weeks after the end of each
quarter as shown below:
Quarter 1
Jan 1 to Mar 31
Due Apr 15
Quarter 2
Apr 1 to Jun 30
Due Jul 15
Quarter 3
Jul 1 to Sep 30
Due Oct 15
Quarter 4
Oct 1 to Dec 31
Due Jan 15
CONTRACTOR QUARTERLY INCENTIVE FEES
CMAS contractors who are not California certified small
businesses must remit to the DGS an incentive fee
equal to 1% of the total of all local government agency
orders (excluding sales tax and freight) placed against
their CMAS contract(s). This incentive fee is in lieu of
local government agencies being billed the above
referenced DGS administrative fee.
CMAS contractors cannot charge local government
agencies an additional 1% charge on a separate line
item to cover the incentive fee. The contractor must
include the 11% incentive fee in the price of the products
or services offered, and the line item prices must not
exceed the applicable GSA prices.
A local government agency is any city, county, district,
or other local governmental body, including the
California State University (CSU) and University of
California (UC) systems, K-12 public schools and
community colleges empowered to expend public funds.
This incentive fee is waived for CMAS purchase orders
issued to California certified small businesses.
The check covering this fee shall be made payable to
the Department of General Services, CMAS Unit, and
mailed to the CMAS Unit along with the applicable
Quarterly Report. See the provision in this contract
entitled "Contractor Quarterly Report Process" for
information on when and where to send these checks
and reports.
CONTRACTOR PROVIDES COPY OF THE
CONTRACT AND SUPPLEMENTS
CMAS contractors are required to provide the entire
contract that consists of the following:
• Cover pages with DGS logo and CMAS analyst's
signature, and Ordering Instructions and Special
Provisions.
• California CMAS Terms and Conditions.
• Federal GSA or non-federal GSA Terms and
Conditions (unless otherwise stipulated in the
CMAS contract).
• Federal GSA or non-federal GSA products,
services, and price list (unless otherwise stipulated
in the CMAS contract).
• Supplements, if applicable.
Ordering Instructions and Special Provisions
Page 15 of 60
It is important for the agency to confirm that the required
products, services, and prices are included in the
contract and are at or below contract rates. To
streamline substantiation that the needed items are in
the contract, the agencies should ask the contractor to
identify the specific pages from the contract that include
the required products, services, and prices. Agencies
should save these pages for their file documentation.
CONTRACTORS ACTING AS FISCAL AGENTS ARE
PROHIBITED
When a subcontractor ultimately provides all of the
products or performs all of the services that a contractor
has agreed to provide, and the prime contractor only
handles the invoicing of expenditures, then the prime
contractor's role becomes that of a fiscal agent because
it is merely administrative in nature, and does not
provide a Commercially Useful Function (CUF). It is
unacceptable to use fiscal agents in this manner
because the agency is paying unnecessary
administrative costs.
AGENCY RESPONSIBILITY
Agencies must contact contractors to obtain copies of
the contracts and compare them for a best value
purchasing decision.
Each agency is responsible for its own contracting
program and purchasing decisions, including use of the
CMAS program and associated outcomes.
This responsibility includes, but is not necessarily limited
to, ensuring the necessity of the services, securing
appropriate funding, complying with laws and policies,
preparing the purchase order in a manner that
safeguards the State's interests, obtaining required
approvals, and documenting compliance with
Government Code 19130.b (3) for outsourcing services.
It is the responsibility of each agency to consult as
applicable with their legal staff and contracting offices
for advice depending upon the scope or complexity of
the purchase order.
If you do not have legal services available to you within
your agency, the DGS Office of Legal Services is
available to provide services on a contractual basis.
CONFLICT OF INTEREST
Agencies must evaluate the proposed purchase order to
determine if there are any potential conflict of interest
issues. See the attached CMAS Terms and Conditions,
Conflict of Interest, for more information.
FEDERAL DEBARMENT
When federal funds are being expended, the agency is
required to obtain (retain in file) a signed 'Federal
Debarment' certification from the contractor before the
purchase order is issued.
Attachment A - Subordinate Agreement MA -060-16011934
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
EVERBRIDGE, INC.
CMAS NO. 3-12-70-2909A, SUPPLEMENT NO. 1
This certification is required by the regulations
implementing Executive Order 12549, Debarment and
Suspension, 29 CFR Part 98, Section 98.510,
Participants; responsibilities. The regulations were
published as Part VII of the May 26, 1988 Federal
Register (pages 19160-19211).
LIQUIDATED DAMAGES FOR LATE DELIVERY
The value of the liquidated damages cannot be a
penalty, must be mutually agreed upon by agency and
contractor and included in the purchase order to be
applicable.
ACCEPTANCE TESTING CRITERIA
If the agency wants to include acceptance testing for all
newly installed technology systems, and individual
equipment, and machines which are added or field
modified (modification of a machine from one model to
another) after a successful performance period, the test
criteria must be included in the purchase order to be
applicable.
Ordering Instructions and Special Provisions 10
Page 16 of 60
AMERICANS WITH DISABILITY ACT (ADA)
Section 504 of the Rehabilitation Act of 1973 as
amended; Title VI and VII of the Civil Rights Act of 1964
as amended; Americans with Disabilities Act, 42 USC
12101; California Code of Regulations, Title 2, Title 22;
California Government Code, Sections 11135, at seq.;
and other federal and State laws, and Executive Orders
prohibit discrimination. All programs, activities,
employment opportunities, and services must be made
available to all persons, including persons with
disabilities. See Attachment A for Procurement
Division's ADA Compliance Policy of Nondiscrimination
on the Basis of Disability.
Individual government agencies are responsible for self -
compliance with ADA regulations.
Contractor sponsored events must provide reasonable
accommodations for persons with disabilities.
DGS PROCUREMENT DIVISION CONTACT AND
PHONE NUMBER
Department of General Services
Procurement Division, CMAS Unit
707 Thins Street, 2nd Floor, MS 202
West Sacramento, CA 95605-2811
Phone # (916) 375-4363
Fax # (916) 3754663
Attachment A - Subordinate Agreement MA -060-16011934 Page 17 of 60
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
EVERBRIDGE, INC.
CMAS NO. 3-12-70-2909A, SUPPLEMENT NO. 1
ATTACHMENT A
ADA NOTICE
Procurement Division (State Department of General Services)
AMERICANS WITH DISABILITIES ACT (ADA) COMPLIANCE
POLICY OF NONDISCRIMINATION ON THE BASIS OF DISABILITY
To meet and carry out compliance with the nondiscrimination requirements of
the Americans With Disabilities Act (ADA), it is the policy of the Procurement
Division (within the State Department of General Services) to make every
effort to ensure that its programs, activities, and services are available to all
persons, including persons with disabilities.
For persons with a disability needing a reasonable accommodation to
participate in the Procurement process, or for persons having questions
regarding reasonable accommodations for the Procurement process, please
contact the Procurement Division at (916) 375-4400 (main office); the
Procurement Division TTY/TDD (telephone device for the deaf) or California
Relay Service numbers which are listed below. You may also contact directly
the Procurement Division contact person who is handling this procurement.
IMPORTANT: TO ENSURE THAT WE CAN MEET YOUR NEED, IT IS
BEST THAT WE RECEIVE YOUR REQUEST AT LEAST 10 WORKING
DAYS BEFORE THE SCHEDULED EVENT (i.e., MEETING,
CONFERENCE, WORKSHOP, etc.) OR DEADLINE DUE -DATE FOR
PROCUREMENT DOCUMENTS.
The Procurement Division TTY telephone numbers are:
Sacramento Office: (916) 376-1891
Fullerton Office: (714) 773-2093
The California Relay Service Telephone Numbers are:
Voice
TTY:
Speech -to -Speech:
1-800-735-2922 or 1-888-877-5379
1-800-735-2929 or 1-888-877-5378
1-800-854-7784
Ordering Instructions and Special Provisions I I
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Attachment A - Subordinate Agreement MA -060-16011934 Page 19 of 60
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
EVERBRIDGE, INC.
CMAS NO. 3-12-70-2909, SUPPLEMENT NO.1
Instructions for completing the CMAS Quarterly Business Activity Report
1. Complete the top of the form with the appropriate information for your company.
2. Agency Name - Identify the State agency or Local Government agency that issued the order.
3. Purchase Order Number - Identify the purchase order number (and amendment number if
applicable) on the order form. This is not your invoice number. This is the number the State agency
or Local Government agency assigns to the order.
4. Purchase Order Date - Identify the date the purchase order was issued, as shown on the order.
This is not the date you received, accepted, or invoiced the order.
5. Agency Billing Code - Identify the State agency billing code. This is a five -digit number identified on
the upper right hand comer of the Std. 65 purchase order form. You must identify this number on all
purchases made by State of California agencies. Billing codes are not applicable to Local
Government agencies.
6. Total Dollars Per PO - Identify the total dollars of the order excluding tax and freight. Tax must NOT
be included in the quarterly report, even if the agency includes tax on the purchase order. The total
dollars per order should indicate the entire purchase order amount (less tax and freight) regardless of
when you invoice order, perform services, deliver product, or receive payment.
7. Agency Contact - Identify the ordering agency's contact person on the purchase order.
8. Agency Address - Identify the ordering agency's address on the purchase order.
9. Phone Number - Identify the phone number for the ordering agency's contact person.
10. Total State Sales & Total Local Sales - Separately identify the total State dollars and/or Local
Government agency dollars (pre-tax) for all orders placed in quarter.
11. 1% Remitted to DGS - Identify 1% of the total Local Government agency dollars reported for the
quarter. This is the amount to be remitted to DGS by contractors who are not California certified
small businesses.
12. Grand Total - Identify the total of all State and Local Government agency dollars reported for the
quarter.
Notes:
• A report is required for each CMAS contract, each quarter, even when there are no new orders for the
quarter.
• Quarterly reports are due two weeks after the end of the quarter.
Ordering Instructions and Special Provisions 13
Attachment A - Subordinate Agreement MA -060-16011934 Page 20 of 60
GSPD-401 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
1. DEFINITIONS: Unless otherwise specified in the Statement
))
"Contractor' means the Business Entity with whom the
of
Work the following terms shall be given the meaning
State enters into this Contract Contractor shall be
shown, unless context requires otherwise.
synonymous with "supplier', 'vendor' or other Similar
a)
"Acceptance Tests" means those tests performed
tern.
during the Performance Period which are intended to
k)
"Date Processing Subsystem" means a compleimert
determine compliance of Equipment and Software with
of Contractor -furnished individual Machines, including
the specifications and all other Attachments hcorporated
the necessary controlling elements (or the functional
herein by reference and to determine the reliability of the
equivalent), Operating Software and Software, If any,
Equipment.
which are acquired to operate as an integrated group,
b)
"Application Program" means a computer program
and which are interconnected entirely by Contractor -
which is intended to be executed for the purpose of
supplied power and/or signal cables; e.g., direct access
performing useful work for the user of the information
controller and drives, a cluster of terminals with their
being processed. Application programs are developed
controller, etc.
or otherwise acquired fired by the user of the
1)
"Data Processing System (System)" means the total
Hardware/Software system, but they may be supplied by
complemert of Contractor-fumished Machines, including
the Contractor
one or more central processors (or instruction
c)
"Attachment" means a mechanical, electrical, or
processors), Operating Software which are acquired to
electronic Interconnection to the Contractor-auppfied
operate as an integrated group.
Machine or System of Equipment, manufactured by
m)
"Deliverables" means Goods, Software, Information
other than the original Equipment manufacturer, that is
Technology, telecommunications technology, Hardware,
not connected by the Contractor.
and other items (e.g. reports) to be delivered pursuant to
d)
'Business entity" means any individual, business,
this Contract, including any such items furnished incident
partnership, joint venture, corporation, S -corporation,
to the provision of services.
limited liability company, sole proprietorship, joint stock
n)
"Designated CPU(s)" means for each product, if
company, consortium, or other private legal erdtty
applicable, the central processing unit of the computers
recognized by statute.
or the server unit, including any associated peripheral
e)
"Buyer' means the State's authorized contracting
units. If no specific "Designated CPU(s)' are specified
official.
on the Contract, the term shall mean any and all CPUs
D
"Commercial Hardware" means Hardware developed
located at the site specified therein.
or regularly used that: (p has been sold, leased, or
o)
"Documentation" means manuals and other printed
licensed to the general public; (ii) has been offered for
materials necessary or useful to the State in its use or
sale, lease, or license to the general public; (IN) has not
maintenance of the Equipment or Software provided
been offered, sold, leased, or licensed to the public but
hereunder. Manuals and other printed materials
will be available for commercial sate, lease, or license in
customized for the State hereunder constitute Work
time to satisfy the delivery requirements of this Contract;
Product If such materials are required by the Statement
or Qv) satisfies criterion expressed in p), (U), or (iii) above
of Work.
and would require only minor modifications to meet the
p)
"Equipment" is an altinciusive term which refers either
mquirements of this Contract.
to individual Machines or to a comply Data Processing
g)
"Commercial Software" means Software developed or
System or subsystem, including its Hardware and
regularly used that: (1) has been sold, leased, or licensed
Operating Software (If arty).
to the general public; (ii) has been offered for sale,
q)
"Equipment Failure" is a malfunction in the Equipment,
lease, or license to the general public; (!IQ has not been
excluding all extemal factors, which prevents the
offered, sold, leased, or licensed to the public but will be
accomplishment of the Equipment's intended function(s).
available for commercial sale, lease, or license in time to
If microcode or Operating Software residing In the
satisfy the delivery requirements of this Contract; or Civ)
Equipment Is necessary for the proper operation of the
satisfies a criterion expressed In (1), pl), or (tiq above and
Equipment, a failure of such microcode or Operating
would require only minor modifications to meet the
Software which prevents the accomplish went of the
requirements of this Contract.
Equipments intended functions shall be deemed to be
h)
"Contract" means this Contract or agreement (including
an Equipment Failure.
any purchase order), by whatever name known or In
r)
"Facility Readiness Date" means the date specified in
whatever format used.
the Statement of Work by which the State must have the
J)
"Custom Soflwom" means Software that does not
site prepared and available for Equipment delivery and
meet the definition of commercial Software.
installation.
REVISED AND EFFECTIVE SEPTEMBER 8, 2014 PAGE 1 OF 23
Attachment A - Subordinate Agreement MA -060-16011934 Page 21 of 60
GSPD-401IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
s) "Goods" means ail types of tangible personal property,
including but not limited to materials, supplies, and
Equipment (including computer and telecommunications
Equipment).
Q "Hardware" usually refers to computer Equipment and Is
contrasted with Software. See also Equipment.
u) "Installation Date" means the date specified in the
Statement of Work by which the Contractor must have
the ordered Equipment ready (certified) for use by the
State.
v) "Informatlon Technology" includes, but Is not limited
to, all electronic technology systems and services,
automated information handling, System design and
analysis, conversion of data, computer programming,
Information storage and retrieval, telecommunications
which Include voice, video, and data communications,
requisite System controls, simulation, electronic
commerce, and all related interactions between people
and Machines.
w) "Machine" means an individual unit of a Data
Processing System or subsystem, separately Identified
by a type and/or model number, comprised of but not
limited to mechanical, electro -mechanical, and electronic
parts, microcode, and special features installed thereon
and including any necessary Software, e.g., central
processing unit, memory module, tape unit, card reader,
etc.
x) "Machine Alteration" means arty change to a
Contractor -supplied Machine which Is not made by the
Contractor, and which results in the Machine deviating
from Its physical, mechanical, electrical, or electronic
(including microcode) design, whether or not additional
devices or parts are employed in making such change.
y) "Maintenance Diagnostic Routines" means the
diagnostic programs customarily used by the Contractor
to test Equipment for proper functioning and reliability.
z) "Manufacturing Materials" means parts, tools, dies,
jigs, furfures, plans, drawings, and information produced
or acquired, or rights acquired, specifically to fulfill
obligations set forth herein.
aa) "Mean Time Between Failure (MTBF)" means the
average expected or observed time between
ennsecutive failures in a System or component.
bb) "Mean Time to Repair (MT1'R)" means the average
expected or observed time required to repair a System
or component and return it to normal operation.
cc) "Opamting Software" means those routines, whether
or not identified as Program Products, that reside in the
Ertl•+pment and are required for the Equipment to
perform its intended function(s), and which interface the
operator, other Contractor -supplier programs, and user
programs to the Equipment.
dd) "Operational Use Time" means for performance
measurement purposes, that time during which
Equipment is in actual operation by the State. For
maintenance Operational use Time purposes, that time
during which Equipment Is in actual operation and is not
synonymous with power on time.
ee) "Perlod of Maintenance Coverage" means the period
of time, as selected by the State, during which
maintenance services are provided by the Contractor for
a fixed monthly charge, as opposed to an hourly charge
for services rendered. The Period of Maintenance
Coverage consists of the Principal Period of
Maintenance and any additional hours of coverage per
day, and/or increased coverage for weekends and
holidays.
ff) "Preventive Maintenance" means that maintenance,
performed on a scheduled basis by the Conlractar.
which is designed to keep the Equipment in proper
operating condition.
gg) "Principal Period of Maintenance" means any nine
consecutive hours per day (usually between the hours of
7:00 a.m. and 6:00 p.m.) as selected by the State,
Including an official meal period not to exceed one hour,
Monday through Friday, excluding holidays observed at
the installation.
hh) "Programming Aids" means Contractor -supplied
programs and routines executable on the Contractor's
Equipment which assists a programmer in the
development of applications including language
processors, sorts, communications modules, data base
management systems, and utility routines, (tape -to -disk
routines, disk -to -print routines, etc.).
ii) "Program Product" means programs, routines,
subroutines, and related items which are proprietary to
the Contractor and which are licensed to the State for Its
use, usually on the basis of separately stated charges
and appropriate contractual provisiors.
"Remedial Maintenance" means that mairnenance
performed by the Contractor which results from
Equipment (including Operating Software) failure, and
which is performed as required, i.e., on an unscheduled
basis.
kk) "Software" means an all-inclusive term which refers to
any computer programs, routines, or subroutines
supplied by the Contractor, including Operating
Software, Programming Aids, Application Programs, and
Program Products.
11) "Software Failure" means a malfunction in the
Contractor -supplied Software, other than Operating
Software, which prevents the accomplishment of work,
even though the Equipment (Including its Operating
Software) may still be capable of operating property. For
Operating Software faikure, see definition of Equipment
Failure.
mm) "State" means the govemnment of tine State of
California, its employees and authorized representatives,
REVISED AND EFFECTIVE SEPTEMBER 8, 2014 PAGE 2 OF 23
Attachment A - Subordinate Agreement MA -060-16011934 Page 22 of 60
GSPD4011T-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
including without limitation any department, agency, or
other unit of the government of the State of California.
nn) "System" means the complete collection of Hardware,
Software and services as described In this Contract,
Integrated and functioning together, and performing in
accordance with this Contract.
oo) "U.S. Intellectual Property Rights" means intellectual
property rights enforceable in the United States of
America, including without limitation rights In trade
secrets, copyrights, and U.S. patents.
2. CONTRACT FORMATION: if this Contract results from a
Letter of Offer, then Contractor's offer is deemed a firm offer
and this Contract document is the State's acceptance of that
offer
3. COMPLETE INTEGRATION: This Contract, including any
documents incorporated herein by express reference, is
intended to be a complete Integration and there are no prior
or contemporaneous different or additional agreements
pertaining to the subject matter of the Contract.
4. SEVERABILITY: The Contractor and the State agree that if
any provision of this Contract is found to be Illegal or
unenforceable, such tens or provision shall be deemed
stricken and the remainder of the Contract shall remain in full
force and effect. Either party having knowledge of such term g,
or provision shall promptly inform the other of the presunned
non -applicability of such provision.
b. INDEPENDENT CONTRACTOR: Contractor and the agents
and employees of Contractor, M the performance of this
Contract, shall act in an independent capacity and not as
officers or employees or agents of the State.
S. APPLICABLE LAW: This Contract shall be governed by and
shall be interpreted in accordance with the laws of the State
of Caiifomis; venue of any action brought with regard to this
Contract shall be in Sacramento County, Sacramento,
California. The United Nations Convention on Contracts for
the International Sale of Goods shall not apply to this
Contract.
T. COMPLIANCE WITH STATUTES AND REGULATIONS:
a) The State and the Contractor warrants and certifies that
in the performance of this Contract, it will comply with all
applicable statutes, rules, regutations and orders of the
United States and the State of California. The
Contractor agrees to indemnify the State against any
loss, cost, damage or liability by reason of the
Contractor's violation of this provision.
IJ) The State will notify Contractor of any such claim in
writing and tender the defense thereof within a
reasonable time; and
c) The Contractor will have sole control of the defense of
any action on such claim and all negobaiians for its
settlement or compromise; provided that 0) when
substantial principles of government or public law are
involved, when litigation might create precedent affecting
future State operations or liability, or when Involvement
of the State is otherwise mandated by law, the State
may parlicipale in such adion at its own expense with
respect to attorneys' fees and costs (but not liability); (it)
where a settlement would impose liability on the State,
affect principles of California government or public law,
or impact the authority of the State, the Department of
General Services will have the right to approve or
disapprove any settlement or compromise, which
approval will not unreasonably be withheld or delayed;
and (iii) the State will reasonably cooperate in the
defense and in any related settlement negotiations.
d) If this Contract Is in excess of $554,000, it is subject to
the requirements of the World Trade Organization
(WTO) Government Procurement Agreement (GPA).
e) To the extent that this Contract falls within the scope of
Government Code Section 11135, Contractor hereby
agrees to respond to and resolve any cornptairt brought
to its attention, regarding accessibility of its products or
services.
CONTRACTOR'S POWER AND AUTHORITY: The
Contractor warrants that it has full power and authority to
grant the rights herein granted and will hold the State
harmless from and against any loss, cost, liability, and
expense (including reasonable attorney fees) arising out of
any breach of this warranty. Further, Contractor avers that it
will not enter into any arrangement with any third party which
might abridge any rights of the State under this Contract.
a) The State will notify Contractor of any such claim in
writing and tender the defense thereof within a
reasonable time; and
b) The Contraclor will have sole control of the defense of
any action on such claim and all negotiations for its
settlement or aomproriWR: provided that (1) when
substantial principles of government or public law are
Involved, when litigation might create precedent affecting
future State operations or liability, or when involvement
of the State Is otherwise mandated by law, the State
may participate in such action at its own expense with
respect to attorneys' fees and costs (but not liability); (it)
where a settlement would impose liability on the State,
affect principles of California government or public law,
or Impact the authority of the State, the Department of
General Services will have the right to approve or
disapprove any settlement or compromise, which
approval will not unreasonably be withheld or delayed;
and 011) the State will reasonably cooperate in the
defense and in any related settlement negotiations.
REVISED AND EFFECTIVE SEPTEMBER 6, 2014 PAGE 3 OF 23
Attachment A - Subordinate Agreement MA -060-16011934 Page 23 of 60
GSPD-401 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
9. CMAS —ASSIGNMENT:
a) This Contract shall not be assignable by the Contractor
in whole or in part without the written consent of the
State. The State's consent shall not be unreasonably
withheld or delayed. For the purpose of this paragraph,
State will not unreasonably prohibit Contractor from
freely assigning Its right to payment, provided that
Contractor remains responsible for its obligations
hereunder.
b) Should the State desire financing of the assets provided
hereunder through GS$Mart, the State's financial
marketplace, the Contractor agrees to assign to a State -
designated lender its right to receive payment from the
State for the assets in exchange for payment by the
lender of the cash purchase price for the assets. Upon
notice to do so from the State -designated lender at any
time prior to payment by the State for the assets, the
Contractor will execute and deliver to the State -
designated lender an assignment agreement and any
additional documents necessary for the State selected
financing plan The State -designated tender will pay the
Contractor according to the terms of the Contractor's
invoice upon acceptance of the assets by the State.
10. WAIVER OF RIGHTS: Any action or inaction by the State or
the failure of the State on any occasion, to enforce any right
or provision of the Contract, shall not be construed to be a
waiver by the State of its rights hereunder and shall not
prevent the State from enforcing such provision or right on
any future occasion. The rights and remedies of the State
herein are cumutsfive and are in addition to any other rights
or remedies that the State may have at law or in equity.
11. CMAS — ORDER OF PRECEDENCE: In the event of any
inconalatency between the articles, attachments,
specifications or provisions which constitute this Contract, the
following order of precedence shall apply:
a) These General Provisions — Information Technology (In
the instances provided herein where the paragraph
begins: "Unless otherwise specified In the Statement of
Work" prowsions specified in the Statement of Work
replacing these paragraphs shall take precedence over
the paragraph referenced In these General Provisions);
b) Contract fore, i.e., Purchase Order STD 65, Standard
Agreement STD 213, etc., and any amendments thereto;
c) Other Special Provisions;
d) Federal GSA (or other multiple award) terns and
conditions;
e) Statement of work, including any specifications
incorporated by reference herein; and
0 All other attachments incorporated in the Contract by
reference.
12. PACKING AND SHIPMENT:
a) All Goods are to be packed in suitable containers for
protection In shipment and storage, and in accordance
with applicable sperdficattous. Each container of a
multiple container shipment sholi be identified to:
I) show the number of the container and the total
number of containers In the shipment; and
a) the number of the container In which the packing
sheet has been enclosed.
b) All shipments by Contractor or its subcontractors must
include packing sheets identifying: the State's Contract
number, item number; quantity and unit of measure; part
number and description of the Goods shipped; and
approptiale evidence of inspectirm, if required. Goods
for different Contracts shall be listed on separate
packing sheets.
c) Shipments must be made as specified In this Contract,
as it may be amended, or otherwise directed in writing
by the State's Transportation Management Unit within
the Department of General Services, Procurement
Division.
13. TRANSPORTATION COSTS AND OTHER FEES OR
EXPENSES: No charge for delivery, drayage, express,
parcel post., packing, cartage. insurance. license fees,
permits, cost of bonds, or for any other purpose will be paid
by the State unless expressly included and itemized In the
Contract.
a) The Contractor must strictly follow Contract
requirements regarding Free on Board (F.O.B.), freight
terns and routing instructions. The State may permit
use of an alternate carrier at no additional cost to the
State with advance written authorization of the Buyer.
b) If'prepay and add" is selected, supporting freight bills
are required when over $50, unless an exact freight
charge Ip approved by the Transportation Management
Unit within the Department of General Services
Procurement Division and a waiver is granted.
c) On 'F.O.B. Shipping Poinr transactions, should any
shipments under the Contract be received by the State
in a damaged condition and arty related freight loss and
damage claims filed against the carrier or carriers be
wholly or partially declined by the carrier or carriers with
the inference that damage was the result of the act of
the shipper such as inadequate packaging or loading or
some inherent defect to the Equipment and/or material,
Coidracior, on request of the State, shall at Cantracloc's
own expense assist the State In establishing carrier
iiabiiily, by supplying evidence that the Equipment andlor
material was properly constructed, manufactured,
packaged, and secured to withstand normal
transportation conditions.
REVISED AND EFFECTIVE SEPTEMBER 8, 2014 PAGE 4 OF 23
Attachment A - Subordinate Agreement MA -060-16011934 Page 24 of 60
GSPD-401 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
14. DELIVERY: The Contractor shall strictly adhere to the
delivery and completion schedules specified M this Contract.
Time, If stated as a number of days, shall mean calendar
days unless otherwise specified. The quantities specified
herein are the only quantities required. If the Contractor
delivers in excess of the quantities specified herein, the State
shall not be required to make any payment for the excess
Deliverables, and may return them to Contractor at
Contractor's expense or utilize any other rights available to
the State at law or in equity.
15. SUBSTITUTIONS: Substitution of Deliverables may not be
tendered without advance written consent of the Buyer.
Contractor shag not use any specification in lieu of those
contained in the Contract without written consent of the
Buyer.
16. INSPECTION, ACCEPTANCE AND REJECTION: Unless
otherwise specked in the Statement of Work:
a) When acquiring Commercial Hardware or Commercial
Software, the State shall rely on Contractor's existing
quality assurance system as a substitute for State
inspection and testing_ For all other acquisitions,
Contractor and its subcontractors will provide and
maintain a quality assurance system acceptable to the
State covering Deliverables and services under this
Contract and will tender to the State only those
Deliverables that have been inspected and found to
conform to this Contract's requirements. The Contractor
will keep records evidencing inspections and their result,
and will make these records available to the State during
Contract performance and for three years after final
payment. The Contractor shall permit the State to
review procedures, practices, processes, and related
documents to determine the acceptability of Contractor's
quality assurance System or other similar business
practices related to performance of the Contract.
b) All Deliverables may be subject to inspection and test by
the State or its authorized representatives.
c) The Contractor and its subcontractors shag provide all
reasonable facilities for the safety and convenience of
inspectors at no additional cost to the State. The
Contractor shall furnish to inspectors all information and
data as may be reasonably required to perform their
inspection.
d) Subject to subsection 16 (a) above, all Deliverables may
be subject to final inspection, test and acceptance by the
State at destination, notwithstanding any payment or
Inspection at source.
e) The State shall give written notice of rejection of
Deliverables delivered or services performed hereunder
within a reasonable time after receipt of such
Deliverables or performance of such services. Such
notice of rejection will state the respells In which the
Deliverables do not substantially conform to their
specifications. if the State does not provide such notice
of rejection within fifteen (15) days of delivery for
purchases of Commercial Hardware or Cammurcial
Software or thirty (30) days of delivery for all other
purchases, such Deliverables and services will be
deemed to have been accepted. Acceptance by the
State will be final and irreversible, except as it relates to
laterd defects, fraud, and gross mistakes amounting to
fraud. Acceptance shall not be construed to waive any
warranty rights that the State might have at law or by
express reservation in this Contract with respect to any
nonconformity.
17. SAMPLES:
a) Samples of items may be required by the State for
Inspection and specification testing and must be
fumished free of expense to the State. The samples
furnished must be identical in all respects to the products
offered and/or specified in the Contract.
b) Samples, If not destroyed by tests, may, upon request
made at the time the sample is furnished, be returned at
Contractor's expense.
18. CMAS » WARRANTY: The following warranty language Is in
addition to the warranty language provided in the federal GSA
Multiple Award Schedule or other base Contract used to
establish this CMAS Contract When there is a conflict
between the language, the following warranty language
overrides.
a) Unless otherwise specified in the Statement of Work, the
warranties In this subsection a) begin upon delivery of
the goods or services in question and end one (1) year
thereafter. The Contractor warrants that (q Deliverables
and services furnished hereunder will substantially
conform to the requirements of this Contract (including
without limkation all descriptions, specifications, and
drawings Identified In the Statement of Work), and (IQ the
Deliverables will be—free from material defects in
materials and workmanship. Where the parties have
agreed to design specifications (such as a Detailed
Design Document) and incorporated the same or
equivalent in the Statement of Work directly or by
reference, the Contractor will warrant that Its
Deliverables provide all material functionality required
thereby. In addition to the other warranties set forth
herein, where the Contract calls for delivery of
Commercial Software, the Contractor warrants that such
Software will perform in accordance with its license and
accompanying Documentation. The State's approval of
designs or specifications furnished by Contractor shall
not relieve the Contractor of its obligations under this
warranty.
b) The Contractor warrants that Deliverables furnished
hereunder (I) will be free, at the time of delivery, of
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GSPD-4011T-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
harmful code (i.e. computer viruses, worms, trap doors,
f) EXCEPT FOR THE EXPRESS WARRANTIES
time bombs, disabling code, or any similar malicious
SPECIFIED IN THIS SECTION, CONTRACTOR
mechanism designed to interfere with the intended
MAKES NO WARRANTIES EITHER EXPRESS OR
operation of, or cause damage to, computers. data, or
IMPLIED, INCLUDING WITHOUT LIMITATION ANY
Scftware): and (N) will not infringe or violate any U.S.
IMPLIED WARRANTIES OF MERCHANTABILITY OR
Intellectual Property Right Without lkniting the
FITNESS FOR A PARTICULAR PURPOSE.
generality of the toregoing, if the State believes that
harmful code may be present In any Commercial
18. SAFETY AND ACCIDENT PREVENTION: In perfomring
Software delivered hereunder, the Contractor will, upon
work under this Contract on State premises, the Contractor
the State's request, provide a new or dean install of the
shall conform to any specific safety requirements contained in
Software.
the Contract or as required by law or regulation. The
c) Unless otherwise specified in the Statement of Work:
Contractor shall take any additional precautions as the State
W The Contractor does not warrant that any Software
may reasonably require for safety and accident prevention
provided hereunder is error -free or that it will run
purposes. Any violation of such rules and requirements,
without immaterial Interruption.
unless promptly corrected, shall be grounds for termination of
(U) The Contractor does not warrant and will have no
this Contract in accordance with the default provisions hereof,
responsibility for a claim to the extent that it arises
directly from (A) a modification made by the State,
20. INSURANCE: The Contractor shall maintain all commercial
unless such modification is approved or directed by
general liability Insurance, workers' compensation insurance
the Contractor, (B) use of Software in cumbinatlor!
and any other insurance required under the Contract. The
with or on products other than as specified by
Contractor shall furnish insurance certificate(s) evidencing
Contractor, or (C) misuse by the State.
required insurance coverage acceptable to the State,
pit) Where the Contractor resells Commerrial
including endorsements showing the State as an "additional
Hardware or Commercial Software it purchased
insured" If required under Contract. Any required
from a third party, Contractor, to the extent it is
endorsements requested by the State must be separately
legally able to do so, will pass through an such third
provided: merely referring to such coverage on the
party warranties to the State and will reasonably
certificates(s) is insufficient for this purpose. When
cooperate in enforcing them. Such warranty pass-
perforr Ing work on state owned or controlled property,
through will not relieve the Contractor from
Contractor shall provide a waiver of subrogation In favor of
Contractor's warranty obligations set forth above.
the State for Its workers' compensation policy.
d) All warranties, Including special warranties specified
21 TERMINATION FOR NON -APPROPRIATION OF FUNDS:
elsewhere herein, shall inure to the State, its
a) If the tern of this Contract extends into fiscal years
successors, assigns, customer agencies, and
subsequent to that in which it Is approved, such
gavemmental users of the Deliverables or services.
continuation of the Contract is contingent on the
e) Except as may be specifically provided in the Statement
appropriatlon of funds for such purpose by the
of Work or elsewhere in this Contract, for any breach of
Legislature. If funds to effect such continued payment
the warranties provided in this Section, the State's
are not appropriated, the Contractor agrees to take back
exclusive remedy and Contractor's sole obligation will be
any affected Deliverables furnished under this Contract,
limited to:
terminate any services supplied to the State under this
re-periomtance, repair, or replacement of the
Contract, and relieve the State of any furtherer abiigaiion
nonconforming Deliverable (including without
therefor.
limitation an infringing Deliverable) or service; or
b)' The State agrees that it it appears likely that subsection
it) should the State In Its sole discretion consent,
a) above will be invoked, the State and Contractor shall
refund of all amounts paid by the State for the
agree to take all reasonable steps to prioritize work and
nonconforming Deliverable or service and payment
Deliwarables and minimize the Incurrence of costs prior
to the State of any additional amounts necessary to
to the expiration of funding for this Contract.
equal the State's Cost to Cover. 'Cost to Cover'
C) THE STATE AGREES THAT IF PARAGRAPH a)
means the cost, property mitigated, of procuring
ABOVE IS INVOKED, COMMERCIAL HARDWARE
Deliverables or services of equivalent capability,
AND SOFTWARE THAT HAS NOT BEEN PAID FOR
function, and performance. The payment obligation
SHALL BE RETURNED TO THE CONTRACTOR IN
in subsection e)(il) above will not exceed the limits
SUBSTANTIALLY THE SAME CONDITION IN WHICH
on Contractor's Debility set forth in the Section
DELIVERED TO THE STATE, SUBJECT TO NORMAL
entitled "Limitation of Liability!
WEAR AND TEAR. THE STATE FURTHER AGREES
TO PAY FOR PACKING, CRATING,
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GSPD-401 IT-CMAS
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GENERAL PROVISIONS - INFORMATION TECHNOLOGY
TRANSPORTATION TO CONTRACTOR'S NEAREST
FACILITY AND FOR REIMBURSEMENT TO THE
CONTRACTOR FOR EXPENSES INCURRED FOR
THEIR ASSISTANCE IN SUCH PACKING AND
CRATING.
22. TERMINATION FOR THE CONVENIENCE OF THE STATE:
a) The State may terminate performance of work under this
Contract for its convenience in whole or, from time to
time, in part, if the Department of General Services,
Deputy Director Procurement Division, or designee,
determines that a termination is In the State's interest.
The Department of General Services, Deputy Director,
Procurement Division, or designee, shall terminate by
delivering to the Contractor a Notice of Temdnatfon
specifying the extent of termination and the effective
date thereof.
b) After receipt of a Notice of Termination. and except as
directed by the State, the Contractor shall Immediately
proceed with the following obligations, as applicable,
regardless of any delay in determining or adjusting any
amounts due under this clause. The Contractor shall:
(I) Stop work as specified in the Notice of Termination
(0) Place no further subcontracts for materials,
services, or facilities, except as necessary to
complete the continuing portion of the Contract.
(Ili) Terminate all subcontracts to the extent iftey relate
to the work terminated.
(iv) Settle all outstanding liabilities and termination
settlement proposals arising from the termination of
subcontracts;
c) After termination, the Contractor shall submit a final
termination settlement proposal to the State In the form
and with the information presalbed by the State. The
Contractor shall submit the proposal promptly, but no
later than 90 days after the effective date of lenminatfon,
unless a different time Is provided in the Statement of
Work or in the Notice or Termination.
d) The Contractor and the State may agree upon the whole
or any pert of the amount to be paid as requested under
subsection (c) above.
e) Unless otherwise set forth in the Statement of Work, If
the Contractor and the State fail to agree on the amount
to be paid because of the termination for convenience,
the State will pay the Contractor the following amounts;
provided that in no event will total payments exceed the
amount payable to the Contractor if the Contract had
been fully performed.
(i) The Contract price for Deliverables or services
accepted or retained by the State and not
previously paid for, adjusted for any savings on
freight and other charges; and
('d) The total of:
A) The reasonable costs incurred in the
performance of the work terminated,
including initial costs and preparatory
expenses allocable thereto, but excluding
any cost attributable to Deliverables or
services paid or to be paid;
B) The reasonable cost of settling and paying
termination settlement proposals under
terminated subcontracts that are properly
chargeable to the terminated portion of the
Contract and
C) Reasonable storage, transportation,
demobilization, unamortized overhead and
capital costs, and other costs reasonably
incurred by the Contractor in winding down
and terminating its work.
The Contractor will use generally accepted accounting
principles, or accounting principles otherwise agreed to
In writing by the parties, and sound business practices in
determining all costs claimed, agreed to, or determined
under this clause.
28. TERMINATION FOR DEFAULT.
a) The State may, subject to the clause titled 'Force
Majeure" and to sub -section d) below, by written notice
of default to the Contractor, terminate this Contract in
whole or in part if the Contractor fails to;
9 Deliver the Deliverables or perform the services
within the time specified in the Contract or any
amendment thereto;
11) Make progress, so that the lack of progress
endangers performance of this Contract; or
ill) Perform any of the other provisions of this Contract.
b) The State's right to terminate this Contract under sub-
section a) above, may be exercised only i( the failure
constitutes a material breach of this Contract and If the
Contractor does not cure such failure within the time
frame stated In the State's cure notice, which In no event
will be less than fllteen (15) days, unless the Statement
of Work calls for a different period.
c) It the State terminates this Contract In whole or in part
pursuant to this Section, it may acquire, under terms and
In the manner the Buyer considers appropfiale.
Deliverables or services similarto those terminated, and
the Contractor will be liable to the State for any excess
costs for those Deliverables and services, including
without limitation costs third party vendors charge for
Manufacturing Materials (but suit d to the clause
entitled 'Limitation of Llabliltn. However, the Contractor
shall continue the work not terminated.
d) If the Contract is terminated for default, the State may
require the Contractor to transfer btie, or in the case of
licensed Software, license, and deliver to the State, as
directed by the Buyer, any:
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GSPD-4011T-CMAS
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GENERAL PROVISIONS - INFORMATION TECHNOLOGY
(1) completed Deliverables,
01) partially completed Deliverables, and,
(ii) subject to provisions of sub -section e) below,
Manufacturing Materials related to the terminated
portion of this Contract Nothing In this sub -section
d) will be construed to grant the State rights to
Deliverables that it would not have received had
this Contract been fully performed. Upon direction
of the Buyer, the Contractor shall also protect and
preserve property in its possession in which fie
State has an interest.
e) The State shall pay Conbrad price for completed
Deliverables delivered and accepted and Items the State
requires the Contractor to transfer under section (d)
above. Unless the Statement of Work calls for different
procedures or requires no -charge delivery of materials,
the Contractor and Buyer shall attempt to agree on the
amount of payment for Manufacturing Materials and
other materials delivered and accepted by the State for
the protection and preservation of the property; provided
that where the Contractor has billed the State for any
such materials, no additional charge will appy. Failure
to agree will constitute a dispute under the Disputes
clause. The State may withhold from these amounts any
sum I determines to be necessary to protect the State
against loss because of outstanding liens or claims of
former lien holders.
t) If, after tarrnkmiRm, it is determined by a Mal decision
that the Contractor was not in default, the rights and
obligations of the parties shall be the same as If the
termination had been issued for the convenience of the
State.
g) Both parties, State and Contractor, upon any termination
for default, have a duty to mitigate the damages suffered
by it.
h) The rights and remedies of the State in this clause are in
addition to any other rights and remedies provided by
law or under this Contract, and are subject to the clause
titled "Limitation of Liability."
24. FORCE MAJEURE: Except for defaults of subcontractors at
any tier, the Contractor shall not be liable for any excess
costs if the failure to perform the Contract arises from causes
beyond the control and without the faun or negligence of the
Contractor. Examples of such causes include, but are not
limited to:
a) Ads of God or of the public enemy, and
b) Ads of the federal or State government In either its
sovereign or contractual capacity.
If the failure to perform is caused by the default of a
subcontractor at any tier, and if the cause of the default is
beyond the control of both the Contractor and subtantractor,
and without the fault or negligence of either, the Contractor
shall not be liable for any excess costs for failure to perform.
25. RIGHTS AND REMEDIES OF STATE FOR DEFAULT:
a) In the event arty Deliverables furnished or services
provided by the Contractor In the performance of the
Contract should fail to conform to the requirements
herein, or to the sample submitted by the Contractor, the
State may reject the same, and it shall become the duly
of the Contractor to reclaim and remove the Item
promptly or to correct the performance of services,
without expense to the State, and immediately replace
all such rejected Items with others conforming to the
Contract.
b) In addition to any other rights and remedies the State
may have, the State may require the Contractor, at
Cortract0i's expense, to ship Det'rverables via air freight
or expedited routing to avoid or minimize actual or
potential delay If the delay is the fault of the Contractor.
c) In the event of the termination of the Contract, either in
whole or in part, by reason of default or breach by the
Contractor, any loss or damage sustained by the State in
procuring any Items which the Contractor agreed to
supply shall be borne and paid for by the Contractor (but
subject to the clause entitled "Limitation of LiabBltyl.
d) The State reserves the right to offset the reasonable cost
of all damages caused to the State against any
outstanding Invoices or amounts owed to Contractor or
to make a claim against the Contractor therefore.
26. LIMITATION OF LIABILITY:
a) Except as may be otherwise approved by the
Department of General Services Deputy Director,
Procurement Division or their designee, Contracter's
liability for damages to the State for any cause
whatsoever, and regardless of the form of action,
whether in Contract or in tort, shall be limited to the
Purchase Price. For purposes of this sub-secton a),
"Purchase Price" will mean the aggregate Contract price;
except that, with respect to a Contract under which
multiple purchase orders will be issued (e.g., a Master
Agreement or Multiple Award Schedule Contract),
"Purchase Price" will mean the total price of the
purchase order for the Delivereble(s) or services) that
gave rise to the loss, such that Contractor will have a
separate limitation of liability for each purchase order.
b) The foregoing limitation of liability shall not apply () to
any liability under the General Provisions entitled
"Compliance with Statutes and Regulations'; (ii) to
liability under the General Provisions entitled 'Patent,
Copyright, and Trade Secret Indemnity' or to any other
liability pncluding without limitation indemnification
obligations) for infringement of third party intellectual
property rights; (iII) to claims arising under provisions
herein calling for indemnification for third party claims
against the State for death, bodily injury to persons or
damage to real or tangible personal property caused by
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GSPD-401 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
Contractor's negligence or willful misconduct; or (tv) to
costs or attorney's tees that the State becomes entitled
to recover as a prevailing party in -any action.
c) The State's liability for damages for any cause
whatsoever, and regardless of the forth of action,
whether in Contract or In tort, shall be limited to the
Purchase Price, as that term Is defined in subsection a)
above. Nothing herein shall be construed to waive or
limit the State's sovereign Immunity or any other
immunity from suit provided by law.
d) In no event will either the Contractor or the State be
liable for consequential, Incidental, Indirect, special, or
punitive damages, even if notification has been given as
to the possibility of such damages, except (1) to the
extent that Cordractturs liability for such damages is
specifically set forth in the Statement of Work or (ii) to
the extent that Contractors liability for such damages
arises out of sub -section b)(), b)(ji), or b)(iv) above.
27. CONTRACTOR'S LIABILITY FOR INJURY TO PERSONS
OR DAMAGE TO PROPERTY:
a) The Contractor shall be liable for damages arising out of
injury to the person and/or damage to the property of the
State, employees of the State, persona designated by
the State for training, or any other person(s) other than
agents or ernpiouees of the Contractor, designated by
the State for any purpose, prior to, during, or subsequent
to delivery, installation, acceptance, and use of the
Deliverables either at the ConVactors site or at the
State's place of business, provided that the injury or
damage was caused by the fault or negligence of the
Contractor.
b) The Contractor shall not be liable for damages arising
out of or caused by an alteration or an Attachment not
made or installed by the Contractor, or for damage to
alterations or Attachrnenta that may resuM from the
normal operation and maintenance of the Deliverables
provided by the Contractor during the Contract.
28. INDEMNIFICATION: The Contractor agrees to indemnify,
defend and save harmless the State. Its officers, agents and
employees from any and all third party claims, costs
(including without limitation reasonable attmrnays' fees), and
losses due to the injury or death of any individual, or the loss
or damage to any real or tangible personal property, resulting
from the willful misconduct or negligent acts or omissions of
the Contractor or any of its affiliates, agents, subcontractors,
employees, suppliers, or laborers furnishing or supplying
work, services, materials, or supplies in connection with the
performance of this Contract. Such defense and payment will
be conditional upon the following:
a) The State will notify the Contractor of any such claim in
writing and Mader the defense thereof within a
reasonable time; and
b) The Contractor will have sole control of the defense of
any action on such claim and all negotiations for its
settlement or compromise: provided that 01 when
substantial principles of government or public law are
involved, when litigation might create precedent affecting
future State operations or liability, or when involvement
of the State Is otherwise mandated by law, the State
may participate in such action at its own expense with
respect to WonseyV fees and costs (but not liability); (I)
where a settlement would impose liability on the State,
affect principles of California government or public law,
or impact the authority of the State, the Department of
General Services will have the right to approve or
disapprove any settlement or compromise, which
approval will not unreasonably be withheld or delayed;
and (HI) the State will reasonably cooperate in the
defense and In any related settlement negotiations.
29. INVOICES: Unless otherwise specified, invoices shall be
sent to the address set forth herein. Invoices shall be
submitted in triplicate and shall include the Contract number,
release order number (If applicable); item number; unit price,
extended item price and invoice total amount State sales tax
and/or use tax shall be itemized separately and added to
each invoice as applicable.
30. REQUIRED PAYMENT DATE: Payment will be made In
accordance with the prnwssons of the California Prompt
Payment Act, Government Code Section 927 et seq. Unless
expressly exempted by statute, the Act requires State
agencies to pay properly submitted, undisputed invoices not
more than 45 days after (1) the date of accep(apice of
Deliverables or performance of services; or (II) reoelpt of an
undisputed Invoice, whichever is later.
31. TAXES: Unless otherwise required by law, the State of
California Is exempt from Federal excise taxes_ The State will
only pay for any State or local sales or use taxes on the
services rendered or Goods supplied to the State pursuant to
this Contract.
32. NEWLY MANUFACTURED GOODS: All Goods furnished
under this Contract shall be newly manufactured Goods or
certified as new and warranted as new by the manufacturer,
used or reconditioned Goods are prohibited, unless otherwise
specified.
33. CONTRACT MODIFICATION: No amendment or variation of
the terms of this Contract shag be valid unless made in
writing, signed by the parties and approved as required. No
oral understanding or agreement not incorporated in the
Contract is binding on any of the parties.
34. CONFIDENTIALITY OF DATA: All financial, statistical,
personal, technical and other data and information relating to
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GSPD401 IT-CMAS
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GENERAL PROVISIONS - INFORMATION TECHNOLOGY
the State's operation which are designated confidential by the
State and made available to the Contractor In order to carry
out this Contract, or which become available to the Contractor
in carrying out this Contract, shad be protected by the
Contractor from unauthorized use and disclosure through the
observance of the same or more effective procedural
requimmenis as are applicable to the State. The
Idoniftication of all such confidential data and Information as
well as the State's proeadcval requirements for protecton of
such data and information from unauthorized use and
disclosure shall be provided by the State in writing to the
Contractor. If the methods and procedures employed by the
Contractor for the protection of the Contractor's data and
Information are deemed by the State to be adequate for the
protection of the State's confidential information, such
methods and procedures may be used, with the written
consent of the State, to carry out the intent of this paragraph.
The Contractor shall not be required under the provisions of
this paragraph to keep confidential any data or information
which is or becomes publicly available, Is already rightfully in
the Contractors possession without obligation of
confidentiality, is independently developed by the Contractor
outside the scope of this Contract, or is rightfully obtained
from third parties.
35. NEWS RELEASES: Unless otherwise exempted, news
releases, endorsements, advertising, and social media
content pertaining to this Contract shall not be made without
prior written approval of the Department of General Services.
36. DOCUMENTATION
a) The Contractor agrees to provide to the Stake, at no
charge, all Documentation as described within the
Statement of Work, and updated versions thereof, which
are necessary or useful to the State in its use of the
Equipment or Software provided hereunder. The
Contractor agrees to provide additional Documentation
at prices not in excess of charges made by the
Contractor to his other customers for simsar
Documentation.
b) If the Contractor is unable to perform maintenance or the
State desires to perform its own maintenance on
Equipment purchased under this Contract then upon
written notice by the State the Contractor will provide at
Contractor's then current rates and fees adequate and
reasonable assistance including relevant Documenlalion
to allow the State to maintain the Equipment based on
Contractors methodology. The Contractor agrees that
the State may reproduce such Documentation for Its own
use in maintainkmg the Equipment. H the Contractor is
unable to perform maintenance, the Contractor agrees to
license any other Contractor that the State may have
hired to maintain the Equipment to use the above noted
Documaniallon. The State agrees to include the
Contractor's copyright notice on any such
Documentation reproduced, in accordance with
copyright instructions to be provided by the Contractor.
37, RIGHTS IN WORK PRODUCT:
a) All inventions, discoveries, intellectual property,
technical communications and records originated or
prepared by the Contractor pursuant to this Contrail
including papers, reports, charts, computer programs,
and other Documentation or Improvements thereto, and
including Contractors administrative communications
and records relating to this Contract (collectively, the
'Work ProducC), shall be Contractor's exclusive
property. The provisions of this sub -section a) may be
revised in a Statement of Work.
b) Software and other materials developed or otherwise
obtained by or for Contractor or its affiliates
Independently of this Contract or applicable purchase
order ('Pre -Existing Materials' do not constitute Work
Product. if the Contractor creates derivative works of
Pre -Existing Materials, the elements of such derivative
works created pursuant to this Contract constitute Work
Product, but other elements do not. Nothing in this
Section 37 will be construed to interfere with
Contractor's or its affiliates' ownership of Pre -Existing
Materials.
c) The State will have Government Purpose Rights to the
Work Product as Deliverable or delivered to the State
hereunder. "Government Purpose Rights' are the
unlimited, Irrevocable, worldwide, perpetual, royalty -
free, non-exclusive rights and licenses to use, modify,
reproduce, perform, release, display, create derivative
works from, and disclose the Work Product.
"Government Purpose Rights" also include the right to
release or disclose the Work Product outside the State
for any State go%e mmerrl purpose and to authorize
recipients to use, modify, reproduce, perform, release,
display, create derivative works from, and disclose the
Work Product for any State government purpose. Such
recipients of the Work Product may Include, without
limitation, State Contractors, California local
governments. the U.S. federal gwremment, and the
State and local governments of other states.
'Government Purpose Rights' do not include any rights
to use, nwdty, reproduce, perform, release, display,
create derivative works from, or disclose the Work
Product for any commercial purpose.
d) The ideas, concepts, know-how, or "moues relating
to data processing, developed during the course of this
Contract by the Contractor or jointly by the Contractor
and the Stale may be used by either party without
obligation of notice or accounting.
e) This Contract shall not preclude the Contractor from
developing materials outside this Contract that are
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GSPD4011T-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
competitive, irrespective of their similarity to materials
which might be delivered to the State pursuant to this
Contract
38. SOFTWARE LICENSE: Unless otherwise specified in the
Statement of Work, the Contractor hereby grants to the State
and the State accepts from the Contractor, subject to the
terms and conditions of this Contract, a perpetual,
Irrevocable, royalty -free, non-exclusive, license to use the
Software Products in this Contract (hereinafter referred to as
'Software Produutsl.
a) The State may use the Software Products in the conduct
of its own business, and arty division thereof
b) The license granted above authorized the State to use
the Software Products in machine-readable form on the
Compular System located at the site(s) specified in the
Statement of Work. Said Computer System and its
associated units (collectively referred to as CPU) are as
designated in the Statement of Work. If the designated
CPU is Inoperative due to malfunction, the license herein
granted shall be temporarily extended to authorize the
State to use the Software Products, In machined -
readable form, on any other State CPU until the
designated CPU Is returned to operation.
c) By prior written notice, the State may redesignate the
CPU in which the Software Products are to be used
provided that the redesignated CPU is substantially
similar in size and scale at no additional cost The
redesignation shall not be limited to the original site and
will be effective upon the date specified in the notice of
redesignation.
d) Acceptance of Commercial Software (including third
party Software) and Custom Software will be governed
by the terms and conditions of this Contract.
39. PROTECTION OF PROPRIETARY SOFTWARE AND
OTHER PROPRIETARY DATA: The State agrees that all
material appropriately marked or Identified In writing as
propriefary, and rumished hereunder are provided for State's
exclusive use for the purposes of this Contract only. All such
proprietary data shall remain the property of the Contractor.
The State agrees to take all reasonable steps to insure that
such proprietary data are not disclosed to others, without prior
written consent of the Contractor, subject to the California
Public Records Act The State will insure, prior to disposing
of any media, that any licensed materials contained thereon
have been erased or otherwise destroyed. The State agrees
that It will take appropriate action by instruction, agreement or
otherwise with Its employees or other persons permitted
access to licensed software and other proprietary data to
satisfy its obligations under this Contract with respect to use,
copying, modification, protection and security of proprietary
software and other proprietary data.
40. RIGHT TO COPY OR MODIFY:
a) Any Software Product provided by the Contractor in
machine-readable form may be copied, in whole or in
part, in printed or machine-readable form for use by the
State with the designated CPU, to perform one-time
benchmark tests, for archival or emergency restart
purposes, to replace a worn copy, to understand the
contents of such machine-readable material, or to modify
the Software Product as provided below, provided,
however, that no more than the number of printed copies
and machine-readable copies as specified in the
Statement of Work will be in existence under this
Contract at any time without prior consent of the
Contractor. Such consent shall not be unreasonably
withheld by the Contractor. The original, and any copies
of the Software Product, in whole or in part, which are
made hereunder shall be the property of the Contractor.
b) The State may modify any non -personal computer
Software Product, in machine-readable form, for its own
use and merge it into other program material. Any
portion of the Software Product included in any merged
program material shah be used only on the designated
CPUs and shall be subject to the terms and conditions of
the Contract.
41. FUTURE RELEASES: Unless otherwise speafx:atly
provided in the Contract, or the Statement of Work, If
improved versions, e.g., patches, bug fixes, updates or
releases, of any Software Product are developed by the
contractor, and are made available to other licensees, they
will be made available to the State at no additional cost only If
such are made available to other licensees at no additional
cost. if the Contractor offers new versions or upgrades to the
Software Product, they shall be made available to the State at
the State's option at a price not greater than the Contract
price plus a price Increase proportlonale to the increase from
the list price of the original version to that of the new version,
if any. If the Software Product has no list price, such price
increase will be proportionate to the Increase in average price
from the original to the new version, if any, as estimated by
the Contmetor in good faith.
42. ENCRYPTIONICPU ID AUTHORIZATION CODES:
a) When Encryption/CPU Identification (ID) authorization
codes are required to operate the Software Products, the
Contractor will provide all codes to the State with
delivery of the Software.
b) In case of an inoperative. CPI, the Contractor will provide
a temporary enctyption)CPU ID authorization code to the
State fur use on a temporarily authorized CPU until the
designated CPU is returned to cperation.
c) When changes in designated CPUs occur, the State will
notify the Contractor via telephone and/or facsimile/e-
mail of such change. Upon receipt of such notice, the
Contractor will Issue via telephone and/or facsimileie-
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GSPD-401 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
mail to the State within 24 hours, a temporary encryption
the Deliverables, or to replace or modify the same so
ID authorization code for use on the newly designated
that they become non -infringing. If none of these
CPU until such time as permanent code is assigned.
options can reasonably be taken, or 11 the use of such
Deliverables by the State shall be prevented by
43. PATENT, COPYRIGHT AND TRADE SECRET INDEMNITY:
injunction, the Contractor agrees to take back such
a) Contractor will indemnify, defend, and save harmless the
Deliverables and make every reasonable effort to assist
State, its officers, agents, and employees, from any and
the State in procuring substitute Deliverables. If, in the
all third party claims, costs (including without limitation
sole opinion of the State, the return of such infringing
reasonable attorneys' fees), and losses for infringement
Deliverables makes the retention of other Deliverables
or violation of any U.S. Intellectual Property Right by any
acquired from the Contractor under this Contract
product or service provided hereunder. With respect to
Impractical, the State shall then have the option of
claims arising from computer Hardware or Software
terminating such Contracts, or applicable porton
manufactured by a third party and sold by Contractor as
thereof, without penalty or termination charge. The
a reseller, Contractor will pass through to the State such
Contractor agrees to take back such Deliverables and
Indemnity rights as it receives from such third party
refund any sums the State has paid Contractor less any
("Third Party OtggatW) and will cooperate in enforcing
reasonable amount for use or damage.
them; provided that if the third party manufacturer fails to
c) The Contractor shall have no liability to the State under
honor the Third Party Obligation, Contractor will provide
any provision of this clause with respect to any claim of
the State with indemnity protection equal to that called
patent, copyright or trade secret infringement which is
for by the Third Party Obligation, but in no event greater
based upon:
than that called for in the first sentence of this Section.
(1) The combination or utilization of Deliverables
The provisions of the preceding sentence apply only to
furnished hereunder with Equipment, Software or
third party computer Hardware or Software sold as a
devices not made or furnished by the Contractor;
distinct unit and accepted by the State.
or.
Unless a Third Party Obligation provides otherwise, the
(ti) The operation of Equipment furnished by the
defense and payment obligations set forth in this Section
Contractor under the control of any Operating
will be conditional upon the following:
Software other than, or in addition to, the current
1) The State will notify the Contractor of any such claim
version of Contractor -supplied Operating Software;
in writing and tender the defense thereof within a
or
reasonable time; and
(Iii) The modification initiated by the State, or a third
ii) The Contractor will have sole control of the defense
party at the State's direction, of any Deliverable
of any action on such claim and all negotiations for
furnished hereunder; or
its settlement or compromise: provided that (a) when
(iv) The combination or utilization of Software furnished
substantial principles of government or public law are
hereunder with run -Contractor supplied Software.
Involved, when litigation might create precedent
d) The Contractor certifies that it has appropriate systems
affecting future State operations or liability, or when
and controls In place to ensure that State funds will not
involvement of the State is otherwise mandated by
be used in the performance of this Contract for the
law, the State may participate in such action at its
acquisition, operation or maintenance of computer
own expense with respect to attorneys' fees and
Software in violation of copyright laws.
costs (but not liability); (b) where a settlement would
Impose liability on the State, affect principles of
44. DISPUTES:
California government or public law, or impact the
a) The partles shall deal in good faith and attempt to
authority of the State, the Department of General
resolve potential disputes informally. if the dispute
Services will have the right to approve or disapprove
persists, the Contractor shall submit to the Department
any settlement or compromise, which approval will
Director or designee a written demand for a final
not unreasonably be withheld or delayed; and (c) the
decision regarding the disposigan of any, dispute
State will reasonably cooperate in the defense and In
between the parties arising under, related to or involving
any related settlement negotiations,
this Contract. Contractor's written demand shall be fully
b) Should the Deliverables, or the operation thereof,
supported by factual Information, and if such demand
become, or in the Contractor's opinion are likely to
involves a cost adjustment to the Contract, Contractor
become, the subject of a claim of infringement or
shall include with the demand a written statement signed
violation of a U.S. Intellectual Property Right, the State
by an authorized person Indicating that the demand Is
shall permit the Contractor at its option and expense
made in good faith, that the supporting data are accurate
either to procure for the State the right to continue using
and complete and that the amount requested accurately
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GSPD-401 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
reflects the Contract adjustment for which Contractor
The final decision shall be conclusive and binding
believes the State is liable. The contracting Deparimenl
regarding the dispute unless the Contractor commences
Director or designee shall have 30 days after receipt of
an action In a tout of competent jurisdictitm to contest
Contracto's written demand Invoking this Section
such decision within 90 days following the date of the
'Disputes` to render a written decision. If a written
final decision or one (1) year following the accrual of the
decision is not rendered within 30 days atter receipt of
cause of action, whichever is later. The dates of
contractor's demand, it shall be deemed a decision
decision and appeal in this section may be modified by
adverse to the Contractor's contention. If the Contractor
mutual consent, as applicable, excepting the time to
is not satisfied with the decision of the Department
commence an action in a court of competent jurisdiction.
Director or designee, the Contractor may appeal the
decision, in writing, within 15 days of its issuance (or the
45. STOP WORK:
expiration of the 30 day period In the event no decision
a) The State may. at any fime, by written Stop Work Order
is rendered by the contracting deparbnent), to the
to the Contractor, require the Contractor to stop all, or
Department of General Services, Deputy Director,
any part, of the work called for by this Contract for a
Procurement Division, who shall have 45 days to render
period up to 45 days atter the Stop Work Order Is
a final decision. If the Contractor does not appeal the
delivered to the Canlractar, and for any further period to
decision of the contracting Department Director or
which the parties may agree. The Stop Work Order shall
designee, the decision shall be conclusive and binding
be specifically identified as such and shall Indicate It is
regarding the dispute and the Contractor shall be barred
Issued under this clause. Upon receipt of the Stop Work
from commencing an action in court, or with the Victims
Order, the Contractor shall immediately comply with its
Compensation Government Claims Board, for failure to
temps and take all reasonable steps to minimize the
exhaust Contractor's administrative remedies.
incurrence of costs allocable to the work covered by the
b) Pending the final resolution of any dispute arising under,
Stop Work Order during the period of work stoppage.
related to or Involving this Contract, Contractor agrees to
Within a period of 45 days atter a Stop Work Order is
diligently proceed with the performance of this Contract,
delivered to the Contractcr, or within any extension of
including the delivery of Goods or providing of services
that period to which the parties shall have agreed, the
In accordance with the State's instructions regarding this
State shah either.
Contract Contractors failure to dlNgently proceed in
(1) Cancel the Stop Work Order, or
accordance with the State's instructions regarding this
(11) Terminate the work covered by the Stop Work
Contract shall be considered a material breach of this
Order as provided for in the termination for default
Contract.
or the termination for convenience clause of this
c) Any final decision of the State shall be expressly
Contract
identified as such, shall be In vuftk4 and shall be signed
b) If a Stop Wok Order issued under this clause is
by the Deputy Director, Procurement Division if an
canceled or the period of the Stop Wok Order or any
appeal was made. If the Deputy Director, Procurement
extension thereof expires, the Contractor shall resume
Division fails to render a final decision within 45 days
Wok. The State shall make an equitable adjustment in
after receipt of Contractors demand, it shall be deemed
the delivery schedule, the Contract price, or both, and
a final decision adverse to Contractors contentions. The
the Contract shall be modified, in writing, accordingly, It
State's final decision shah be conclusive and binding
0) The Stop Work Order results In an increase In the
regarding the dispute uniess Contractor commences an
time required for, or In the Contraetars cost
action in a court of competent jurisdiction to contest such
properly allocable to the performance of any part of
decision within 90 days following the dale of the final
this Contract; and
decision or one (1) year following the accrual of the
(11) The Contractor asserts his right to an equitable
cause of action, whichever is later.
adjustment within 60 days after the end of the
d) For disputes invdvkV purchases made by the
period of work stoppage; provided, that I the State
Department of General Services, Procurement Division,
decides the facts justify the action, the State may
the Contractor shall submit to the Department Director or
receive and act upon a proposal submitted at any
designee a written demand for a final decision, which
time before final payment under this Contract.
shah be fully supported in the manner described in the
c) If a Stop Work Order is not canceled and the work
subsection a above. The Department Director or
covered by the Stop Wok Order is terminated in
designee shall have 30 days to render a final decision. If
accordance with the provision entitled Termination for
a final decision is not rendered within 30 days after
the Convenience of the State, the State shah allow
receipt of the Cordmclors demand, it shall be deemed a
reasonable costs resulting from the Stop Work Order in
final decision adverse to the Contactors contention.
arriving at the termination settlement.
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GSPD-401 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
d) The State shall not be liable to the Contractor for loss of
Contractor. Control exists when an entity owns or
profits because of a Stop Work Order issued under this
directs more than fifty peroent (50%) of the
clause,
outstanding shares or securities representing the
right to vote for the election of directors or othermanaging
48. EXAMINATION AND AUDIT: Contractor agrees that the
authority.
State, or its designated representative shah have the right to
c) To the extent permissible by law, the Director Oi the
t
review and copy any records and supporting documentation
Deportment General Services, or director, may
pertaining to performance of this Contract. The Contractor
waive the restrictions set forth in this Section by written
agrees to maintain such records for possible audit fora
r I
notice to tfnq Contractor 'rF the Director determines their
notice
minimum of three (3) years after final payment, unless a
application would not in the State's best interest.
longer period of records retention is stipulated. The
Except as prohibited by law, the restrictions of this
Contractor agrees to allow the auditor(s) access to such
Section will not appy:
records during normal business hours and in such a manner
(e) to follow-on advice given by vendors of commercial
so as to not interfere unreasonatbly with normal business
off-the-shelf products, including Software and
activities and to allow interviews of any empkryees or others
Hardware, on the operation, integration, repair, or
who might reasonably have information related to such
maintenance of such products after sale; or
records. Further, Contractor agrees to include a similar right
(ii) where the State has entered into a master
of the State to audit records and interview staff in any
agreement for Software or services and the scope
subcontract related to performance of this Contract. The
of work at the time of Contract execution expressly
State shall provide reasonable advance written notice of such
calls for future recommendations among the
audit(s) to the Contractor.
Contractor's own products.
d) The restrictions set forth in this Section are in addition to
47. FOLLOW-ON CONTRACTS:
conflict of interest restrictions imposed on public
a) If the Contractor or its affiliates provides Technical
Contractors by California law ("Conflict Lawsl. In the
Consulting and Direction (as defined below), the
event of any inconsistency, such Conflict Laws override
Contractor and its affiliates:
the provisions of this Section, even if enacted after
(I) will not be awarded a subsequent Contract to
execution of this Contract.
supply the service or system, or any significant
component thereof, that Is used for or in connection
48. PRIORITY HIRING CONSIDERATIONS: if this Contract
with ary subject of such Technical Cnnsulflng and
includes services in excess of $200,000, the Contractor shall
Direction; and
give priority consideration in filling vacancies in positions
(ti) will not act as consultant to any person or entity
funded by the Contract to qualified recipients of aid under
that does receive a Contract described in sub-
Welfare and Institutions Code Section 11200 in accordance
section m. This prohibition will continue for one (1)
with PCC Section 10353.
year after termination of this Contract or completion
of the Technical Consulting and Direction,
49. COVENANT AGAINST GRATUITIES: The Contractor
whichever comes later,
warrants that no gratuities (in the form of entertainment, gifts,
b) "Technical Consulting and Direction' means services for
or ctherwise) were offered or given by the Contractor, or any
which the Contractor received compensation from the
agent or representative of the Contractor, to any officer or
State and includes:
employee of the State with a view toward securing the
(I) development of or assistance in the development of
Contract or securing favorable treatrnent with respect to any
work statements, specifications, solicitations, or
determinations conceming the performance of the Contract
feasibility studies;
For breach or vitiation of this warranty, the State shall have
(ti) development or design of test requirements;
the right to terminate the Contract, either In whole or M part
(liq evaluation of test data;
and any loss or damage sustained by the State in procuring
(iv) direction of or evaluation of another Contractor;
on the open market any items which Contractor agreed to
(v) provision of formal recommendations regarding the
supply shall be borne and paid for by the Contractor. The
acquisition of Information Technology products or
and remedies of the State provided in this clause shall
services; or
not
not be exclusive and are In addition to any other rights and
(v4) provisions of formal recommendations regarding
remedies provided by law or in equity.
any of the above. For purposes of this Section,
"affiliates" are employees, directors, partners, joint
50. NONDISCRIMINATION CLAUSE:
r>L
venture participants, parent co?poratio,
a) During the performance of this Contract, the Contractor
subsidiaries, or any other entity controlled by,
and its subcontractors shah not unlawfully discriminate_
controlling, or under common control with the
REVISED AND EFFECTIVE SEPTEMBER 8, 2014
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GSPD-101 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
harass or allow harassment, against any employee or
assigned under this chapter, the assignor shall be
applicant for employment because of sex, sexual
entitled to receive reimbursement for actual legal costs
orientation, race, color, ancestry, religious creed,
incurred and may, upon demand, recover from the State
national origin, disability (Including HIV and AIDS),
any portion of the recovery, including treble damages,
medical condition (cancer), age, marital status, and
attributable to overcharges that were paid by the
denial of family care leave. The Contractor and
assignor but were not paid by the State as part of the
subcontractors shall insure that the evaluation and
offer price, less the expenses incurred in obtaining that
treatment of their employees and applicants for
portion of the recovery.
employment are free from such discrimination and
c) Upon demand in writing by the assignor, the assignee
harassment. The Contractor and subcontractors shall
shall, within one year from such demand, reassign the
comply with the provisions of the Fair Employment and
cause of action assigned under this part if the assignor
Housing Act (Government Code, Section 12990 at seq.)
has been or may have been injured by the violation of
and the applicable regulations promulgated thereunder
law for which the cause of action arose and
(California Code of Regulations, Title 2, Section 7285.0
(1) the assignee has not been Injured thereby, or
at seq.). The applicable regulations of the Fair
(Il) the assignee declines to file a court action for the
Employment and Housing Commission implementing
cause of action.
Government Code Section 12990 (a -f), set forth in
Chapter 5 of Division 4 of TItle 2 of the California Code
83. DRUG-FREE WORKPLACE CERTIFICATION: The
of Regulations are Incorporated into this Contract by
Contractor certifies under penally of perjury under the laws of
reference and made a part hereof as If set forth in full.
the State of California that the Contractor will comply with the
The Contractor and its subcontractors shall give written
requirements of the Drug -Free Workplace Ad of 1990
notice of their obligations under this clause to labor
(Government Code Section 8350 at a".) and will provide a
organizations with which they have a collective
drug-free workplace by taking the following actions:
bargaining or other agreement
a) Publish a statement notifying employees that unlawful
b) The Contractor shall include the nondiscrimination and
manufacture, distribution, dispensation, possession, or
compliance provisions of this clause in all subcontracts
use of a controlled substance is prohibited and
to perform work under the Contract
specifying actions to be taken against employees for
violations, as required by Government Code Section
51. NATIONAL LABOR RELATIONS BOARD CERTIFICATION:
8355(a).
The Contractor swears under penally of perjury that no more
b) Establish a Drug -Free Awareness Program as required
than one final, unappealable finding of contempt of court by a
by Government Code Section 8355(b) to inform
federal court has been issued against the Contractor within
employees about all of the following:
the Immediately preceding two-year period because of the
(I) the dangers of drug abuse in the workplace;
Contractor's fall= to comply with an order of the National
(10 the person's or organization's policy of maintaining
Labor Relations Board. This provision is required by, and
is drug-free workplace;
shall be construed in accardanre with, PCC Section 10298.
Citi) any available counseling, rehabilitation and
employee assistance programs; and,
52. ASSIGNMENT OF ANTITRUST ACTIONS: Pursuant to
(iv) penalties that may be imposed upon employees for
Government Code Sections 4552, 4553, and 4554, the
drug abuse violations.
following provisions are incorparated herein:
c) Provide, as required by Govemmenl Code Section
a) In submitting an offer to the State, the'supplier offers and
8355(c), that every empkryee who works on the
agrees that If the offer is accepted, it will assign to the
proposed or resulting Contract:
State all rights, title, and interest In and to all causes of
(t) will receive a ropy of the cutup.iny's drug-free
action It may have under Section 4 of the Clayton Act
policy statement; and,
(15 U.S.C. 15) or under the Cartwright Ad (Chapter 2,
(ii) will agree to abide by the terns of the a mpany's
commencing with Section 16700, of Part 2 of Division 7
statement as a condition of employment on the
of the Business and Professions Code), arising from
Contract
purchases of Goods, material or other items, or services
by the supplier for sale to the State pursuant to the
54. FOUR -DIGIT DATE COMPLIANCE: Contractor warrants
solicitation. Such assignment shall be made and
that i will provide only Four-Dlgtt Date Compliant (as defined
become effective at the time the State tenders final
below) Deliverables and/or services to the State. 'Four Digit
payment to the supplier.
Date Comphanr Deliverables and services can accurately
b) If the State receives, either through judgment or
process, calculate, compare, and sequence date data,
settlement, a monetary recovery for a cause of action
including without limitation date data arlskrg out of or relating
REVISED AND EFFECTIVE SEPTEMBER 8, 2014 PAGE 15 OF 23
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GSPD-401 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
to leap years and changes in centuries. This warranty and
a) The Contractor recognizes the Importance of child and
representation is subject to the warranty terms and
famlly support obligations and shall fully comply with all
conditions of this Contract and does not limit the generality
applicable State and federal laws relating to child and
of warranty obligations set forth elsewhere herein.
family support enforcement, Including, but not limited to,
disclosure of information and compliance with earnings
55. SWEATFREE CODE OF CONDUCT:
assignment orders, as provided in Chapter 8
a) Contractor declares under penalty of perjury that no
(commencing with Section 5200) of Part 5 of Division 9
equipment, materials, or supplies fumishad to the State
of the Family Code; and
pursuant to the Contract have been produced In whole
b) The Contractor, to the beat of its knowledge is fully
or in part by sweatshop labor forced labor, convict labor,
Compiying with the earnings assignment orders of all
Indentured labor under penal sanction, abusive fortes of
employees and is providing the names of all new
child labor or exploitation of children in sweatshop labor,
employees to the New Hiro Registry maintained by the
or with the benefit of sweatshop labor, forced labor,
California Employment Development Department.
convict labor, indentured labor under penal sanction,
abusive fortes of child labor or exploitation of Children in
58.
AMERICAN WITH DISABILITIES ACT: The Contractor
swsaishap labor. Contractor further declares under
assures the State that the Contractor complies with the
penalty of perjury that they adhere to the Sweatfree
Americans with Disabilities Act of 1990 (42 U.S.C. 12101 et
Code of Conduct as set forth on the California
seq.).
Repartmern of Industrial Relations website located at
es+rw.dir.ca.eov. and Public Contract Code Section 6108.
59.
ELECTRONIC WASTE RECYCLING ACT OF 2003: The
b) Contractor agrees to cooperate fully in providing
Contractor certifies that it complies with the applicable
reasonable access to its records, documents, agents or
requirements of the Electronic Waste Recycling Act of 2003,
employees, or premises if reasonably required by
Chapter B.S. Part 3 of Division 30, commencing with Section
authorized officials of the State, the Department of
42460 of the Public Resources Code. The Contractor shall
Industrial Relations, or the Department of Justice to
maintain documentation and provide reasonable access to its
determine Contractor's compliance with the
records and documents that evidence compliance.
requirements under paragraph (a).
60.
USE TAX COLLECTION: In accordance with PCC Section
56. RECYCLED CONTENT REQUIREMENTS: The Contractor
10295.1, the Contractor certifies that it complies with the
shall certify In writing under penalty of perjury, the minimum, if
requirements of Section 7101 of the Revenue and Taxation
not exact, percentage of postconsumer material as defined in
Code. Contractor further certifies that It will immediately
the Public Contract Code (PCC) Section 12200-12209, in
advise the State of any change in its retailers sekws permit
products, materials, goods, or supplies offered or sold to the
or certification of registration or applicable affiliate's seller's
State that fall under any of the statutory categories regardless
permit or certificate of registration as described in subdivision
of whether the product meets the requirements of Section
(a) of PCC Section 10295.1.
12209. The certification shall be provided by the contractor,
even if the product or good contains no postconsumer
61.
EXPATRIATE CORPORATIONS: Contractor hereby
recycled material, and even N the postconsumer content Is
declares that it is not an expatriate corporation or subsidiary
unknown. With respect to printer or duplication cartridges
of an expatriate corporation within the meaning of PCC
that comply with the requirements of Section 12156(e), the
Sections 10286 and 10286.1, and is eligible to Contract with
certification required by this subdivision shall specify that the
the State.
cartridges so comply (PCC 12205 (b)(2)). A state agency
contracting officer may waive the certification requirements if
62,
DOMESTIC PARTNERS: For Contracts over $100,000
the percentage of postconsumer material In the products,
executed or amended after January 1, 2007, the Contractor
materials, goods, or supplies can be verified in a written
certifies that the Contractor is in compliance with Public
advertisement, including, but not limited to, a product label, a
Contract Code Section 10295.3.
catalog, or a manufacturer or vendor Internet web site.
Contractors are to use, to the maximum extent economically
63.
SMALL BUSINESS PARTICIPATION AND DVBE
feasible in the performance of the contract work, recycled
PARTICIPATION REPORTING REQUIREMENTS:
content products (PCC 12203(d)).
a) if for this Contract the Contractor made a commitment to
achieve small business participation, then Contractor
57. CHILD SUPPORT COMPLIANCE ACT: For any Contract in
must within 60 days of receiving final payment under this
excess of $100,000, the Contractor acknowledges in
Contract (or within such other time period as may be
accordance with PCC Section 7110, that:
specified elsewhere in this Contract) report to the
REVISED AND EFFECTIVE SEPTEMBER i, 2014
PAGE 1fi OF 23
Attachment A - Subordinate Agreement MA -060-16011934 Page 36 of 60
GSPD-401 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
awarding department the actual percentage of small
of the California Labor Code. applicable to the Gasses of
business participation that was achieved. (Govt. Code §
labor to be used for public works such as at the delivery
14841.)
she for the assembly and installation of the equipment or
b) if for this Contract Contractor made a commitment to
materials under the purchase order. Pursuant to Section
achieve disabled veteran business enterprise (DVBE)
1770 of the California Labor Code, the Department of
participation, then Contractor must within 80 days of
Industrial Relations has ascertained the general
receiving final payment under this Contract (or within
prevailing rate of wages in the county in which the work
such other lime period as may be specified elsewhere In
is to be done, to be as fisted in the booklet entitled
this Contract) certify In a report to the awarding
General Prevailing Wage Rates. The booklet is
department: (1) the total amount the prime Contractor
compiled monthly and copies of the same are available
received under the Contract; (2) the name and address
from the Department of Industrial Relations, Prevailing
of the DVBE(s) that participated in the performance of
Wage Unit at www.dir.ca.aov (select Statistics &
the Contras (3) the amount each DVBE received from
Research) or (415) 7034774. The booklet is required to
the prime Contractor; (4) that all payments under the
be posted at the job site.
Contract have been made to the DVBE; and (5) the
c) The Contractor hereby certifies by signing this Contract
actual percentage of DVBE participation that was
that:
achieved. A person or entity that knowingly provides
i) Contractor has met or will comply with the
false Information shall be subject to a civil penalty for
standards of affirmative compliance with the Non -
each violation. (Mil. & Vets. Code § 999.5(d);
Discriminallon Clause Requirements included
Govt. Code § 14841.)
herein:
ii) Contractor is aware of the provisions of Section
64. LOSS LEADER: It Is unlawful for any person engaged in
3700 of the Labor Code that require every
business within this state to sell or use any article or product
emptoyer to be insured against liability for
as a "loss leader" as defined in Section 17030 of the Business
workmen's compensation or to undertake seff-
and Professions Code. (PCC 12104.5(b).).
insurance in accordance with the provisions of that
Code, and Contractor will comply with such
ADDITIONAL CMAS TERMS AND CONDITIONS
provisions before commencing the performance of
the work of the purchase order.
65. CMAS — CONTRACTOR'S LICENSE REQUIREMENTS:
d) Laws to be Observed
Contracts that include installation or the wording 'Furnish and
1) Labor
instate' require at the time of Contract award that Contractors
Pursuant to Section 1775 of the California Labor
possess a valid California State Contractor's License. If sub-
Code the Contractor shall, as a penalty to the State
Contractors are used, they must also possess a valid
or Political subdivision on whose behalf the purchase
California State Contractor's License. All businesses which
order is made or awarded, forfeit riot more than fifty
construct or alter any building, highway, road, parking facility,
($50,00) for each calendar d portions thereof,
8r'. or
railroad, excavation, or other structure In California must be
for each worker paid by him or subcontractor under
licensed by the California State License Board (CSLS) if the
him, less than the wage so stipulated; and
total coat (labor and materials) of the project Is $500.00 or
Contractor
addition,oro the Contractor further agrees to pay to
more. Failure to be licensed or to keep the license current
a
each workman the difference between the actual
and in good standing shall be grounds for Contract
amount paid for each calendar day, or portions
revocation.
thereof, and the stipulated prevailing wage rate for
the same. This provision shall not apply to property
88. CMAS —PUBLIC WORKS REQUIREMENTS
indentured apprentices.
(LABORIINSTALLATION):
a) Prior to the commencement of performance, the
Pursuant to Sections 1810-1815 of the California
Contractor must obtain and provide to the State, a
Labor Code, inclusive, it is further agreed that the
payment bond, on Standard Form 807. when the
maximum hours a worker is to be employed is limited
Contract involves a public works ex vrditure
to eight hours a day and forty hours a week and the
paborfrtstalfation costs) in excess of $5,000. Such bond
Contractor shall forfeit, as a penalty to the State,
shall be in a sum not less than one hundred pement
twenty-five ($25) for each worker employed in the
(100%) of the Contract price.
execution of the purchase order for each calendar
b) in accordance with the provisions of Section 1773 of the
day during which a workman is required or permitted
California Labor Code, the Contractor shall, conform and
to labor more than eight hours in any calendar day or
stipulates to the general prevailing rate of wages,
more than forty hours in any calendar week, in
including employer benefits as defined in Section 1773.1
REVISED AND EFFECTIVE SEPTEMBER S. 20114 PAGE 17 OF 23
Attachment A - Subordinate Agreement MA -060-16011934 Page 37 of 60
GSPD-401 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
violation of California Labor Code Sections 181D-
1815,
8101815, inclusive.
li) Worker's Compensation Insurance
The Contractor will be required to secure the
payment of compensation to Its employees in
accordance with the provisions of Labor Code
Section 3700.
ill) Travel and Subsistence Payments
Travel and subsistence payments shall be paid to
each worker needed to execute the work, as such
travel and subsistence payments are defined in the
appkable collective bargaining agreements filed in
accordance with Labor Code Section 1773.8.
iv) Apprentices
Special attention is directed to Sections 1777.5,
1777.6, and 1777.7 of the California Labor Code and
Title 8, California Administrative Code Section 200 at
seq. Each Contractor and/or subcontractor must,
prior to commencement of the public works
Contract/purchase order, contact the Division of
Apprenticeship Standards, 525 Golden Gate
Avenue, San Francisco, CA, or one of its branch
offices to insure compliance and complete
understanding of the law regarding apprentices and
specifically the required ratio thereunder.
Responsibility for compliance with this section lies
with the prime Contractor.
v) Payroll
The Contractor shall keep an accurate payroll record
showing the name, social security account, and work
classification specific and straight time and overtime
hours waked by each employee. A certified copy of
the employee's payroll record shall be available for
Inspedion as specified In Section 1778 of the
California Labor Code.
67. CMAS — TERMINATION OF CMAS CONTRACT:
a) The State may terminate this CMAS Contract at any time
upon 30 days prior written notice.
b) If the Contractors GSA Mufti* Award Schedule is
terminated within the term of the CMAS Contract, the
CMAS Contract shall also be considered terminated on
the same date.
c) Prior to the expiration of this CMAS Contract, this
Contract may be terminated for the convenience of both
parties by mutual consent.
d) This provision shall not relieve the Contractor of the
obligation to perform under any purchase order or other
similar ordering document executed prior to the
termination hecanviiV effective.
68. CMAS — CONTRACT AMOUNT: There is no guarantee of
minimum purchase of Contractors products or services by the
State.
REVISED AND EFFECTIVE SEPTEMBER 8, 2014
69. CMAS — Debarment Certification (Federally Funded
Contracts): When Federal funds are being expended, the
prospective recipient of Federal assistance funds is required
to certify to the Buyer, that neither it nor its principals are
presently debarred, suspended, proposed for debarment,
declared ineligible, or voluntarily excluded from participaiicn
in this transaction by any Federal department or agency.
70. CMAS — PURCHASE ORDERS FUNDED IN WHOLE OR
PART BY THE FEDERAL GOVERNMENT: All Contracts
(including individual orders), except for State construction
projects, which are funded in whole or In part by the federal
government may be canceled with 30 day no8ce, and are
subject to the following:
a) It is mutually understood between the parties that this
Contract (order) may have been written before
ascertaining the availability of cun4ressioiml
appropriation of funds, for the mutual benefit of both
parties, in order to avoid program and fiscal delays
which would occur if the Contract (order) were
executed after that dete+mination was made.
b) This Contract (order) is valid and enforceable orgy If
sufficient funds are made available to the State by the
United States Government for the fiscal year during
which the order was generated for the purposes of tits
program. In addition, this Contract (order) is subject to
any additional restrictions, limitations, or conditions
enacted by the Congress or any statute enacted by the
Congress that may affect the provisioru, terms or
funding of this Contract (order) in arty manner.
c) It is mutually agreed that if the Congress does not
appropriate sufficlent funds for the program, this
Contract (order) shall be amended to reflect any
reduction in funds. The department has the option to
void the Contract (order) under the 30 -day cancellation
clause or to amend the Contract to reflect any reduction
of funds.
71. CMAS — CONFLICT OF INTEREST:
a) Current State Employees (Public Contract Code Section
10410):
1) No officer or employee shall engage in any
employment. activity or enterprise from which the
officer or employee receives compensation or has a
financial interest and which is sponsored or funded
by arty State agency, unless the employment, activity
or enterprise is required as a condition of regular
State employment.
it) No officer or employee shall Contract on his or her
own behalf as an independent Contractor with any
State agency to provide Goods or services.
b) Former State Employees (Public Contract Code Section
10411):
I) For the two-year period from the date he or she left
State employment, no farmer State officer or
PAGE 18 OF 23
Attachment A - Subordinate Agreement MA -060-16011934 Page 38 of 60
GSPD-401 IT-CMAS
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
GENERAL PROVISIONS - INFORMATION TECHNOLOGY
employee may enter into a Contract In which he or
she engaged in any, of the negotiations, transactions,
planning, arrangements or any part of the decision-
making process relevant to the CordW while
employed in any capacity by any State agency.
Ii) For the twelve-month period from the date he or she
left State employment, no former State officer or
employee may enter into a Contract with any State
agency K he or she was employed by that State
agency In a policy-making position in the same
general subject area as the proposed Contract within
the twelve-month period prior to his or her leaving
State service.
Contract for IT Goods or services to be manufactured or
performed by a Contractor especially for the State and not
suitable for sale to others In the ordinary course of the
Contractor's business,
Interim Risk Assessment guidelines and financial protection
measures are detailed in PCC 12112 for agencies to use to
determine their applicability to agency projects.
76. CMAS — QUARTERLY REPORTS: Contractors are required
to submit quarterly business activity reports, as spedfied in
this Contract, even when there is no activity. A separate
report is required for each Contract, as differentiated by alpha
suffix.
72. CMAS — SUBCONTRACTING REQUIREMENTS:
Any subcontractor that the CMAS supplier chooses to use in 77.
fulfilling the requirements of this Contract (order), and which
Is expected to receive more than ten (10) percent of value of
the ContraWpurchase order, must also meet all Contractual,
administrative, and technical requirements of the Contract
(order), as acplicable.
73. CMAS — RENTAL AGREEMENTS:
The State does not agree to:
• Indemnify a Contractor;
• Assume responsibility for matters beyond its control;
• Agree to make payments in advance;
• Accept any other provision creating a contingent liability
against the State; or
• Agree to obtain Insurance to protect the Contractor.
The State's responsibility for repairs and liability for damage
or loss is restricted to that made necessary by or resulting
from the negligent act or omission of the State or its officers,
employees, or amts.
if the Contractor maintains the equipment, the Contractor
must keep the equipment in good working order and make all
necessary repairs and adjustments without qualification. The
State may terminate for default or cease paying rent should
the Contractor fail to maintain the equipment properly.
Personal property taxes are not generefiy reimbursed when
leasing equipment (SAM 8736).
74. CMAS — LEASE (Lease $Mart 1m): If an agency desires to
lease through Lease $Mart TM, the Contractor agrees to sell to
lessor the assets at the same price as they agree to sell to
the State.
75. CMAS — PROGRESS PAYMENTS & RISK ASSESSMENT:
In accordance with PCC 12112 agencies are required to
withhold not less than 10 percent of the Contract price until
final delivery and acceptance of the Goods or services, for
any Contract that provides for progress payments in a
CMAS — CONTRACTOR EVALUATION: In accordance with
PCC 10367 and 10369, performance of the Contractor under
orders Issued against this Contract will be evaluated. The
ordering agency shall complete a written evaluation, and if the
Contractor did not satisfactorily perform the work specified, a
copy of the evaluation will be sent to the DGS, Office of Legal
Services.
REVISED AND EFFECTIVE SEPTEMBER 8, 2014 PAGE 19 OF 23
Attachment A - Subordinate Agreement MA -060-16011934 Page 39 of 60
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
STATE MODEL
CLOUD COMPUTING SERVICES SPECIAL PROVISIONS
(Software as a Service)
THESE SPECIAL PROVISIONS ARE ONLY TO BE USED FOR SOFTWARE AS A SERVICE (Saaft AS DEFINED BELOW. THESE
SPECIAL PROVISIONS ARE TO BE ATTACHED TO THE GENERAL PROVISIONS — INFORMATION TECHNOLOGY AND ACCOMPANIED
BY, AT MINIMUM, A STATEMENT OF WORK (SOW) AND SERVICE LEVEL AGREEMENT (SLA). STATE AGENCIES MUST FIRST:
A. CLASSIFY THEIR DATA PURSUANT TO THE CALIFORNIA STATE ADMINISTRATIVE MANUAL (SAM) 5305.5;
B. CONSIDER THE FACTORS TO BE TAKEN INTO ACCOUNT WHEN SELECTING A PARTICULAR TECHNOLOGICAL
APPROACH, IN ACCORDANCE WITH SAM 4881.1, 4883 AND 4983.1 AND THEN;
C. MODIFY THESE SPECIAL PROVISIONS THROUGH THE SOW AND/OR SLA TO MEET THE NEEDS OF EACH ACQUISITION.
1. Definitions
a) 'Cloud Software as a Service (SaaS)" - The capability provided to the consumer is to use applications made available by the
provider running on a cloud infrastructure. The applications are accessible from various client devices through a thin client interface
such as a web browser (e.g., web -based email). The consumer does not manage or control the underlying cloud Infrastructure
including network, servers, operating systems, storage, or even individual application capabililies. with the possible exception of
limited user-spectfic application configuration settings.
b) "Cloud Platform as a Service (PaaS)" - The capability provided to the consumer is to deploy onto the cloud Wdmtructune consumer -
created or acquired applications created using programming languages and tools supported by the provider. The consunao does not
manage or control the underlying cloud infrastructure including network, servers, operating systems, or storage, but has control over
the deployed applications and possibly application hosting environment configurations.
c) "Cloud Infrastructure as a Service pasS)' - The capability provided to the consumer is to provision processing, storage, networks,
and other fundamental computing resources where the consumer is able to deploy and run arbitrary software, which can include
operating systems and applications. The consumer does not manage or control the underlying cloud infrastructure but has control
over operating systems; storage, deployed applications. and possibly limbed control of select networking components (e.g., host
firewalls).
d) "Data" - means any information, formulae, algorithms, or other content that the State, the State's employees, agents and end users
upload, create or modify using the SaaS pursuant to this Contract. Data also includes user Identification information and metadata
which may contain Data or from which the State's Data may be ascertainable.
e) "Data Breach" - means any access, destruction, loss, theft, use, mod[ficatbn or disclosure of Data by an unauthorized party or that is
in violation of contract terms and/or applicable state or federal law.
f]I "Recovery Point Objective (RPO)" - means the point in time to which Data can be recovered and/or systems restored when service
is restored after an interruption. The Recovery Point Objective is expressed as a length of time between the interruption and the most
proximate backup of Data immediately preceding the interruption. The RPO is detailed In the SLA.
g) "Recovery Time Objective (RTO)" - means the period of time within which information techrwlogy services, systems, applications
and functions must be recovered following an unplanned Interruption. The RTO is detailed In the SLA.
2. Terms
SMS AVAILABILITY: Unless otherwise stated in the Statement of Work,
a) The SaaS shall be available twenty-four (24) hours per day, 365 days per year (excluding agreed-upon maintenance downtime).
b) If SaaS monthly availability averages less than 99.9% (excluding agreed-upon maintenance downtime), the State shall be entitled to
recover damages, apply credits or use other contractual remedies as set forth in the Statement of Work.
c) If SaaS monthly availability averages less than 99.9% (excluding agreed-upon maintenance downtime), for three (3) or more months
in a roiling twelve-month period, the State may terminate the contract for material breach in accordance with the Termination for
Default provision in the General Provisions — Information Technology
d) Contractor shall provide advance written notice to the State in the manner set forth in the Statement of Work of any major upgrades or
changes that will affect the SaaS availability
3. DATA AVAILABILITY: Unless otherwise stated In the Statement of Work,
a) The Data shall be available twenty-four (24) hours per day, 365 days per year (excluding agreed-upon maintenance downtime).
b) If Data monthly availability averages less than 99.9% (excluding agreed-upon maintenance downtime), the State shall be entitled to
recover damages, appy credits or use other contractual remedies as set forth in the Statement of Work if the State is unable to
access the Data as a result of
1) Acts or omission of Contractor;
2) Acts or omissions of third parties working on behalf of Contractor,
REVISED AND EFFECTIVE SEPTEMBER 8, 2014 PAGE 20 OF 23
Attachment A - Subordinate Agreement MA -060-16011934 Page 40 of 60
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
STATE MODEL
CLOUD COMPUTING SERVICES SPECIAL PROVISIONS
(Software as a Service)
3) Network compromise, network Intrusion, hacks, introduction of viruses, disabling devices, malware and other fors of attack
that can disrupt access to Contractor's server, to the extent such attack would have been prevented by Contractor taking
reasonable industry standard precautions;
4) Power outages or other telecommunications or Intemet failures, to the extent such outages were within Contractors, direct
or express control.
c) N Data monthly availability averages less than 99.9% (excluding agreed-upon maintenance downtime), for three (3) or more months in
a rolling twelve-month period, the State may terminate the contract for material breach in accordance with the Termination for Default
provision in the General Provisions — Information Technology,
4. SaaS and DATA SECURITY:
a) In addition to the Compliance with Statutes and Regulalions provision set forth in the General Provisions — Information Tectinalagy.
Contractor shall certify to the State:
1) The sufficiency of its security standards, tools, technologies and pi-ocedures in providing SaaS under this Contract;
2) Compliance with the following:
I. The California information Practices Act (Civil Code Sections 1798 at seq.);
11. Security provisions of the California State Administrative Manual (Chapters5t00 and 5300) and the California Statewide
Information Management Manual (Sections 58C, 58D, 66B, 5305A, 5310A and B, 5325A and B, 5330A, B and C. 5340A,
B and C. 5360B);
iii. Undergo an annual Statement on Standards for Attestation Engagements (SSAE) No. 16 Service Organization Control
(SOC) 2 Type it audit. Audit results and Contractors plan to correct any negative findings shall be made available to the
State upon request; and
w. Privacy provisions of the Federal Privacy Act of 1974;
3) Compliance with applicable industry standards and guidelines, inekiding but not limited to relevant security provisions of the
Payment Cant Industry (PCI) Data Security Standard (PCIDSS) including the PCIDSS Cloud Compuling Guidelines.
b) Contractor shall implement and maintain all appropriate administrative, physical, technical and procedural safeguards in accordance
with section a) above at all times during the ter of this Contract to secure such Data from Data Breach, protect the Data and the
SaaS from hacks, introduction of viruses, disabling devices, malware and other fors of malicious or inadvertent ads that can disrupt
the State's access to its Data.
c) Contractor shall allow the State reasonable access to SaaS security logs, latency statistics, and other related SaaS security data that
affect this Cordrad and the State's Data, at no cost to the State.
d) Contractor assumes responsibility for the security and confidentiality of the Date under its control.
e) No Data shall be copied, modified, destroyed or deleted by Contractor other than for normal operation or maintenance of SaaS during
the Contract period without prior written notice to and written approval by the Slate.
f) Remote access to Data from outside the continental United States, Including remote access to Date by authorized SaaS support staff
In identified support centers, is prohlbtied unless approved In advance by the State Chief Information Security Officer.
5) ENCRYPTION: Confidential, sensitive or personal information shall be encrypted in accordance with Califomia State Administrative
Manual 5350.1 and California Statewide Information Managemeni, Manual 5305-A.
5) DATA LOCATION: Unless otherwise stated in the Statement of Work and approved in advance by the State Chief Information
Security Officer, the physical location of Contractors data center where the Data is stored shall be within the continental United
States.
7) RIGHTS TO DATA: The parties agree that as between them, all rights, induding all intellectual property rights, in and to Data shall
remain the exclusive property of the State, and Contractor has a limited, non-exclusive license to access and use the Data as
provided to Contractor solely for performing its ob'Nations under the Contract. Nothing herein shall be construed to confer any license
or right to the Data, including user tracking and exception Data within the system, by implication, estoppel or otherwise, under
copyright or other intellectual property rights, to any third party. Unauthorized use of Data by Contractor or third parties is prohibited.
For the purposes of this requirement, the phrase `unauthorized use' means the data mining or processing of data, stored or
transmitted by the service, for unrelated commercial purposes, advertising or advertising -related purposes, or for any other purpose
other than security or service delivery analysis that is not explicitly authorized.
REVISED AND EFFECTIVE SEPTEMBER 8, 2014
PAGE 21 OF 23
Attachment A - Subordinate Agreement MA -060-16011934 Page 41 of 60
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
STATE MODEL
CLOUD COMPUTING SERVICES SPECIAL PROVISIONS
(Software as a Service)
8) TRANSITION PERIOD:
a) For ninety (90) days prior to the expiration date of this Contract, or upon notice of temvnation of this Contract, Contractor shall assist
the State In extracting and/or transitiordng all Data In the format determined by the State ('Transition Period/.
b) The Transition Period may be modified in the SOW or as agreed upon in writing by the parties in a contract amendment.
c) During the Transition Period, SaaS and Data access shall continue to be made available to the State without alteration.
d) Contractor agrees to compensate the State for damages or losses the State Incum as a result of Contractor's failure to comply with
this section in accordance with the Limitation of Liability provision set forth In the General Provisions - Information Technology.
e) Unless otherwise stated in the SOW, the Contractor shall permanently destroy or render inaccessible any portion of the Date In
Cmniractors and/or subcontractor's possession or control following the expiration of all obligations in this section. Within thirty (30)
days, Contractor shall Issue a written statement to the State confirming the destruction or inaccessibility of the State's Data.
f) The State at Its option, may purchase additional transition services as agreed upon in the SOW.
9) DATA BREACH: Unless otherwise stated in the Statement of Work„
a) Upon discovery or reasonable belief of any Data Breach; Contractor shall notify the State by ft fastest means available and also in
writing, with additional notification provided to the Chief Information Security Officer or designee of the contacting agency Contractor
shall provide such notification within forty-eighl (48) hours after Contractor reasonably believes there has been such a Data Breach.
Contracior's notification shall identify:
1) The nature of the Data Breach;
2) The Data accessed, used or disclosed;
3) The person(s) who accessed, used, disclosed and/or received Data (if known);
4) What Contractor has done or will do to quwanlete and mitigate the Data Breach; and
5) What corrective action Contractor has taken or will take to prevent future Data Breaches.
b) Conbador will provide daily updates, or more frequently If required by the State, regarding findings and actions perfomred by
Contractor until the Data Breach has been effectively resolved to the State's satisfaction.
c) Contractor shall Quarantine the Data Breach, ensure secure access to Data, and repair SaaS as needed in accordance with the SLA.
Failure to do so may result in the State exercising its options for assessing damages or other remedies under this Contract.
d) Notwithstanding anything to the contrary in the General Provisions - Information Technology, In performing services under this
Contract, and to the extent authorized by the State in the Statement of Work, Contractor may be permitted by the State to use
systems, or may be granted access to the State systems, which store, transmit or process State owned, licensed or maintained
computerised Data consisting of personal information, as defined by Civil Code Section 1798.29 (g). If the Contractor causes or
knowingly experiences a breach of the security of such Data, Contractor shall immediately report any breach of security of such
system to the State following discovery or notification of the breach in the security of such Data. The State's Chief Information
Security Officer, or designee, shall determine whether notification to Ute individuals whose Data has been lost or breached is
appropriate. If personal information of any resident of California was, or is reasonalily believed to have been acquired by an
unauthorized person as a result of a security breach of such system and Data that is not due to the fault of the State or any person or
entity under the control of the State, Contractor shall bear any and all costs associated with the State's notification oty igahons and
other obligations set forth In Civil Code Section 1798.29 (d) as well as ft cost of credit monitoring, subject to the dollar limitation, if
any, agreed to by the State and Contractor in the applicable Statement of Work. These costs may include, but are not limited to staff
time, material costs, postage, media announcements, and other identifiable costs associated with the breach of the security of such
personal information.
e) Contractor shall conduct an investigation of the Data Breach and shall share the report of the investigation with the State. The State
and/or its authorized agents shall have the right to lead (If required by law) or participate In the investigation. Contractor shall
cooperate fully with the State, its agents and law enic+cemerd.
10) DISASTER RECOVERYIBUSINESS CONTINUITY; Unless otherwise stated in the Statement of Work,
a) In the event of disaster or catastrophic failure that results in signi"rit Data loss or extended loss of access to Data, Contractor shall
notify the State by the fastest means available and also in writing, with additional notification provided to the Chief Information Security
Officer or designee of the contracling agency. Contractor shall provide such notification within twenty-four (24) hours after Contractor
reasonably believes there has been such a disaster or vaiastrouhic failure. In the notincation, Contactor shall inform the State of;
1) The scale and quantity of the Data lose;
2) What Contractor has done or will do to recover the Data and mitigate any deleterious effect of the Date loss; and
3) What corrective action Contractor has taken or will take to prevent future Data loss.
4) If Contractor fails to respond immediately and remedy the failure, the State may exercise its options for assessing damages
or other remedies under this Contract.
REVISED AND EFFECTIVE SEPTEMBER 8.2014 f PAGE 22 OF 23
Attachment A - Subordinate Agreement MA -060-16011934
Page 42 of 60
CALIFORNIA MULTIPLE AWARD SCHEDULES (CMAS)
STATE MODEL
CLOUD COMPUTING SERVICES SPECIAL PROVISIONS
(Software as a Service)
b) Contractor shall restore continuity of SaaS, restore Data in accordance with the RPO and RTO as set forth in the SLA, restore
accessibility of Data, and repair SaaS as needed to meet the performance requirements stated to the SLA. Failure to do so may result
In the State exercising Its options for assessing damages or other remedies under this Contract.
c) Contractor shall conduct an Investigation of the disaster or catastrophic failure and shall share the report of the investigation with the
State. The State and/or Ns authorized agents shall have the right to lead (d required by law) or participate in the investigation.
Contractor shall cooperate fully with the State, its agents and law enforcement.
11) EXAMINATION AND AUDIT: In addition to the Examination and Audit provision set forth in the General Provisions - Information
Technology, unless otherwise stated in the Statement of Work:
a) Upon advance written request, Contractor agrees that the State or its designated representative shall have access to CMraclor's
SaaS, operational documentation, records and databases, including online inspections, that relate tD the SaaS purrfiased by the
State.
b) The online inspection shall allow the State, its authorized agents, or a mutually acceptable third party to test that controls are in place
and working as intended. Tests may include, but not be limited to, the following:
1) Operating system/network vulnerability scans,
2) Web application vulnerability scans,
3) Database application vulnerability scans, and
4) Any other scans to be performed by the State or representatives on behad of the State.
e) After arry significant Data loss or Data Breach or as a ►esu/ of any disaster or catastrophic failure, Contractor will at its expense have
an Independent, industry -recognized, State -approved third party perform an Information security audit. The audit results shall be
shared with the State within seven () days of Contractor's receipt of such results. Upon Contractor receiving the results of the audit,
Contractor will provide the State with written evidence of planned remediation within thirty (30) days and promptly modify its security
measures in order to meet its obligations under this Contract.
12) DISCOVERY: Contractor shall promptly notify the State upon receipt of any requests which in any way might reasonably require
access to the Data of the State or the State's use of the SaaS Contractor shall notify the State by the fastest means available and
also in writing, with additional notification provided to the Chief Information Security Officer or designee of the contracting agency,
unless prohibited by law from providing such notification. Contractor shall provide such notification within forty-eight (48) hours after
Contractor receives the request. Contractor shall not respond to subpoenas. service of process, Pubfic Records Act requests, and
other legal requests directed at Contractor regarding this Contract without first notifying the State unless prohibited by law from
providing such notification. Contractor agrees to provide Hs Intended responses to the State with adequate time for the State to
review, revise and. If necessary, seek a pmteclive order In a court of competent Jurisdiction. Contractor shall not respond to legal
requests directed at the State unless authorized In writing to do so by the State.
REVISED AND EFFECTIVE SEPTEMBER 6, 2014 PAGE 23 OF 23
Attachment A - Subordinate Agreement MA -060-16011934 Page 43 of 60
ATTACHMENT B
Cost/Compensation
Everbridge Quotation
(see separate attachment)
Attachment A - Subordinate Agreement MA -060-16011934
'�everbridge M1�r(A91203t$Al�D tel: 88b 3bf 4911
fa. 818 4b4 2299
Prepared Tony Bernard
for: Orange County CA
333 W. Santa Ana Blvd.
Santa Ana, CA 92882
Contract Summery Information
Contract Period: 3 Years
Contract Optional Years: 2 Years
MN Contacts up to: 50,000
MN Households up to: 1,250,000
Page 44 of 60
.w r.-rhmlge.-
QUOTATION
Quote Number. 00020602
I of 2
Ouotation Date: December 30, 2015
Quote Expiration Date: June 30,2D16
Rep: Patrick Stuver
(818) 230-9724
patrick.stuver®evedxidgemaii.com
ANNUAL SUBSCRIPTION - See attached Product Inclusion Sheets for product details.
Service
Fee Type Oft
Unit Price
Total Price
Everbridge [PAWS/WEA Notification
Recurring 1
$23,400.00
$5,000.00
Everbridge Mass Notification (MN) with Unlimited Domestic Minutes
Recuning 1
$467,550.00
$390,000.00
Incident Management - Incident Communications
Recurring 1
$117,000.00
$0.00
PREMIUM FEATURES / USAGE
Service
Fee Tvce 2w
Unit Price
Total Price
Everbridge ContactBridge
Recurring 1
$58,500.00
$0.00
Everbridge Community Engagement
Recurring 1
$78,000.00
$50,000.00
Attachment A - Subordinate Agreement MA -060-16011934
ever bridge
PROFESSIONAL SERVICES
Page 45 of 60
QUOTATION
Quote Number: 00020602
2012
Servic8
Fee TYPS
OY
Unit Pri
Total Pr
Platinum Rus Package
Recurring
40
$325.00
$13,000.00
Premium Implementatbr
One -Time
1
$8,000.00
58.000.00
Platinum Rus Package
One -Time
40
$325.00
$13,000.00
Pricing Summary:
Year One Fees% $479,000.00
One-time Implementation and Set Up Fees: $0.00
Total Year One Few: $479,000.00
Subsequent Year(s) Ongoing Annual Recurring Fees: $468,00000
Optional Year(s) Ongoing Annual Recurring Fees: $458,000.00
Attachment A - Subordinate Agreement MA -060-16011934 Page 46 of 60
ATTACHMENT C
Everbridge Inclusion Sheet
(See separate attachment)
Attachment A - Subordinate Agreement MA -060-16011934 Page 47 of 60
-JA§..everbridge
Everbridge Mass Notification
SYSTEM INCLUSION
Everbridge Mass Notification allows users to send notifications to individuals or groups using lists, locations, and visual
intelligence. Everbridge Mass Notification is supported by state-of-the-art security protocols, an elastic infrastructure,
advanced mobility, interactive reporting and analytics, adaptive people and resource mapping to mirror your organization, and
true enterprise class data management capabilities to provide a wide array of data management options. Below is a list of key
system inclusions with your new Everbridge Mass Notification system.
Usage
Unlimited Domestic Emergency Alerts and Testing Messages
Unlimited Domestic Non -Emergency Alerts Messaging
'Usage above applies to notifications generated through the Everbridge Manager user interface. Automated notifications
are subject to additional fees.
Core Platform Access
Unlimited Administrators for web -based portal to initiate messages, reporting, and administration
Unlimited Administrators for ContactBridge Application (iOS, Android) and Mobile Optimized Notification Site (for
Blackberry, Windows 10, etc.)
Two (2) Organization with unlimited nested static and dynamic groups
Access to Everbridge Elastic Infrastructure for message delivery
Custom branded community opt -in portal with custom fields and opt -in subscriptions
Flexible role -based access controls to manage user permissions
Access to Real -Time Dashboard, Notifications Library, Everbridge Universe, and Custom Reporting
Key Notification Features
Integrated GIS/Map-based, rule-based, group -based, or individual contact selection
Ability to send standard, polling, or on -the -fly 'One -Touch' Conference Call messages
One -screen broadcast creation workflow to speed message creation and reduce human error
Everbridge Network to access situational intelligence & notifications shared by other public and private groups
Publish notifications directly to Websites and services that support API access via HTTPS using 'Web Posting'
Contact filtering based on custom criteria
Map -based drawing and selection tools and imported shape files (e.g. Google Maps, Bing Maps, ESRI)
Automatic address geo-coding for contacts
Organization specific customizable caller ID, greetings, and broadcast settings
SMPP based SMS text messaging
Multi -language Text to Speech Engine and Custom Voice Recording
Real-time reporting for improved situational awareness and easier after action analysis
5 Live Operator Message Initiations per year
Interactive Dashboard for Organizational Activity Summary
Unlimited Notification Templates
Self-service Single Contact Record Adjustments
Self-service Contact Import via CSV Upload
Bulk Contact Management Automation via Secure FTP
Set-up, Implementation & Support
Up to 10 total hours of a dedicated Implementation Specialist during a Standard Implementation
Self Service Administrative Set-up, Configuration and Default Preferences
Initial Member Data Upload and Test Broadcast Support
Unlimited Access to Everbridge University classes
24x7 Customer Support (phone, web, email)
Global Support/Operations Centers for Redundant Live Support
Dedicated Account Manager
Attachment A - Subordinate Agreement MA -060-16011934 Page 48 of 60
Aeverbridge SYSTEM INCLUSION
Everbridge Community Engagement (SLG)
The Community Engagement solution supports active and engaged communities with:
• An Easy Opt -in System
Gathering and managing emergency management opt -ins from residents can be difficult. Connecting
and engaging with as many citizens as possible, however, allows community reach to be quickly
expanded.
• Keyword Opt -In: Allow large groups of people to easily opt -in to a database by texting a keyword.
Includes 5 keywords. Additional keywords may be purchased.
• Resident Opt -in by Zip Code: Residents can easily sign up for community alerts by texting their zip
code to 888777
• Foster a Two -Way Dialogue with Social Media Integration
With the help of Community Engagement's social media integration, neighbors can share valuable
information, suggest ways to collectively address safety concerns, plan public events and more.
• Empower Residents to be Eyes and Ears of the Community
Residents can be valuable resources for law enforcement. Through the use of Everbridge's Community
Engagement solution, police and other local authorities empower residents to invest in their
community through outreach, collaboration and shared leadership.
• Enable Real -Time Alerts with Mobile App
Everbridge's OneBridge Mobile App is a free smartphone application that allows residents to receive
real-time alerts and safety information from agencies. The OneBridge Mobile App provides a two-way
engagement between residents, local public safety organization and emergency management.
Access
• Unlimited Administrators, Dispatchers, and Group Managers for web -based portal to initiate and
manage messages
• Unlimited Administrators, Dispatchers, and Group Managers for web -based portal to post messages
to social media.
Usage
• Unlimited Web Messages
• Unlimited Facebook & Twitter Notifications
Kev Features
Alerts
X
Advisory
x
Community
X
Unlimited Nixie SMS
X
Unlimited Email
x
Mufti ie Email Attachments
x
Web Publications
x
Soclal Media (Facebook & Twftte,)
x
Attachment A - Subordinate Agreement MA -060-16011934 Page 49 of 60
AAeverbridge
Location Targeting: Ci /Town Name or Zip Code
x
Messaging templates
x
Email templates
x
Google Public Alerts
x
Multiple Admin & User Accounts
x
Social Media Reporting
x
SMS, Email, Delivery Stats
x
Provisioning Services including account & user setup
x
Set-up, Implementation, and Support
Self Service Administrative Set-up, Configuration and Default Preferences
Unlimited Access to Everbridge University
24x7 Customer Support (phone, web, email)
Global Support/Operations Centers
Dedicated Account Manager
SYSTEM INCLUSION
Attachment A - Subordinate Agreement MA -060-16011934 Page 50 of 60
�everbridge
Everbridge ContactBridge
SYSTEM INCLUSION
Everbridge ContactBridge application allows users to aggregate mobile recipient feedback in a single
communications place enabling decision makers to communicate efficiently with first responders, and their
employees and constituents. Below is a list of key system inclusions with Everbridge ContactBridge Application.
Usage
Unlimited Outbound Notifications to Everbridge Mobile Recipient Application via ContactBridge Notifications
Unlimited Inbound Notifications from Everbridge Mobile Recipient Application
Access
Single Web interface console to display aggregated Information
Unlimited administrator access to the Everbridge System
Key Notification Features
Fully integrated with Everbridge Mass Notification
Custom threshold rules and settings for ContactBridge initiated messages
• Define messages and key recipients upon threshold trigger
• visual and automated alerts when Threshold is reached
Receive and display images, comments and location information from contacts
Advanced Graphical Reporting including Geographic locations if available
Recipient ContactBridge Application for iOS and Android Devices
Set-up & Implementation
Access to a dedicated Implementation Specialist during a Standard Implementation
Self Service Administrative Set-up, Configuration and Default Preferences
Initial Member Creation and Test Notification Support
Unlimited Access to Everbridge University
247 Customer Support (phone, web, email)
Global Support/Operations Centers
Dedicated Account Manager.
For a full product description, along with best practices and product details please see the Everbridge User Guide and
Everbridge University.
Attachment A - Subordinate Agreement MA -060-16011934 Page 51 of 60
15.&%�everbrid e
g SYSTEM INCLUSION
Everbridge Incident Communications
Delays and errors in operational communications happen every day increasing recovery times, impacting revenue and increasing
risk. Everbridge Incident Communications automates your notification procedures by allowing users to select pre -defined
messages and processes to use for a specified incident and then determining the correct list of stakeholders and responders.
Access
1 (one) Incident Management Organization
Unlimited Incident Administrator and User seats
Key Features
Unlimited Incident Templates
Incident Templates supporting different messages & delivery settings based on notification phase (New, Update, Close)
Multi -step workflow that prompts users to add required incident details
Incident communication logging for all broadcast and confirmations
Incident journal to capture additional details not included in incident communications
Reporting of all incident communications details and responses in a PDF format
Custom reports analyze incident communications effectiveness
Communication broadcasts and confirmations include audit trails and timestamps
Search across incidents using status, user, type and date
Real-time incident dashboard for operators showing all open incidents
Set-up, Implementation, and Support
Up to 10 total hours of a dedicated Implementation Specialist inclusive of Mass Notification Implementation
Self Service Administrative Set-up, Configuration and Default Preferences
Initial Member Data Upload and Test Broadcast Support
Unlimited Access to Everbridge University classes
24x7 Customer Support (phone, web, email)
Global Support/Operations Centers for Redundant Live Support
Dedicated Account Manager
' Messaging Minutes consumed by Telephone, SMS Text, Pager b Fax broadcast paths are not included
For a full product description, along with best practices and product details please see the Everbridge User Guide and
Everbridge University.
Attachment A - Subordinate Agreement MA -060-16011934 Page 52 of 60
everbridge
Implementation - Premium
� t Overview 1
fhl luueu�Pre5 NS A pleS entat4nyReP3 0 eP'
The Premium Implementation is designed to provide
clients a rapid R01 on their Everbridge investment by
accelerating the onboarding process and delivering
services and best practices for s ass i otification and
interactive cisibidtyyfdnctionaotyyn)a)o-daywn-site
event. The Premium Implementation package includes
a�dedicatedpb pmb entation�speciadstyto�b anage
the on boarding process and an onsite Everbridge
s rofessionagbervices)consddant toWrovide�strategic
advice and training, tailored to your organization.
Time Frame
sreb idb i verbridgeo p(rb entationyis�dedvered)as
a three-day (consecutive) event, including two days
oNb paeb entation/best)practices,pnd)one�daypf
training delivery. The entire implementation process
including the onsite consultation and training is
coordinated)by)e�dedicated�b pavb entationyspeciadstx
Access to an Implementation Specialist for up to 10 hours
to deliver an Everbridge Orientation, gather requirements,
establish an agenda for the onsite engagement, and close
out activities after the onsite event.
Onsite events targeted to be completed with 4 weeks of
13tltral tvuate,
Additional implementation specialist or consultant hours
are billable at $250/hr.
WWW.EVERBRINGE.E"W
i'v Nfentip3rtal
Knowledgebase
Pv NverSrNgeynnNerP*
P Up to 10 hours of an implementation
Ppel NIfR
P Up to 24 hours of a Professional Services
N3nPultant
Key Milestones
ORIENTATION
This call will provide an orientation to
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revrtl gftreparatl9n)nel ePParyjtN 3nuul t}a
PUI I ePPIuyS pleS entatf&r
PLANNING AND DESIGN SERVICES
Consultant facilitates the development of a
uepl-21yS ent)plan,)PyReS yuePfgn,lenuyuata
S anageS ent�Rrategp
CONFIGURATION AND READINESS
SERVICES
Hands on configuration of the system
NI IuuAigwata)enu�l 3ntenty3auNg4 Pevel3p
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EDUCATION SERVICES
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customized by role and reflective of the
specific configuration of the client.
Attachment A - Subordinate Agreement MA-060-16011934 Page 53 of 60
Scope
A Premium Implementation will provide the following:
+y An initial orientation call to introduce on -boarding resources, including the Everbridge Client Portal,
knowledgebase articles library, Everbridge University. This call will also be used to develop the agenda for the
3f Ff*wl tlVV#+% '
2 days of workshops, customized seminars, and hands on configuration of the Everbridge environment
geared to accelerate system and organizational readiness.
1 day of customized training for administrators as well as end users.
Documented guides, project plans, and best practices customized for each organization.
Key Milestones
ORIENTATION
The purpose of the orientation call is to prepare for the implementation process. The Everbridge
specialist will provide an overview of the implementation process to key client stakeholders,
introduce the stakeholders to the various implementation resources, provide a short, interactive
demo and access to a live, working account preloaded with default templates and settings.
Orientation calls will be held within 5 days of the completion of your order processing. The
specialist will also provide a checklist of actions to be completed in order to kick-off the
implementation process. The Call Agenda will include the following:
Revfdl � 3S S uUNatNft3al+/u+e� a+e+
Revrdl IS pleS eUtatNLU pr3l e++
Review resources available to the client
Develop agenda and success criteria for the onsite engagement
Review the Getting Started checklist
Implementation specialist will provide a demo of the product showing how to create a new user, how to
create a contact, how to send a message using a pre -loaded test template. At the conclusion of the demo,
the customer will be provided with their live, production account.
Time: 1.5-2 hours
WWW.EVERBRWGE.EW%W I P EVERBRINGE%WNGEWEEGAGME
Attachment A - Subordinate Agreement MA -060-16011934 Page 54 of 60
r'
- — � -,. e
i ONSITE DA. _- _ NA1fNr � AND DLSI(-N
The Kick-off call will be held as soon as the actions on the Getting Started checklist are complete,
but no later than 3 weeks after the Orientation Call. The agenda will include the following items:
E yConduct planning workshop to review project plans and functional requirements with key
stakeholders
yDesign the organization hierarchy to provide a structure that is optimized to support existing
and)potentiagfdtdre3regdireb ents
i
Li YLead seminar to define and implement access control structure optimized for each user role
typepndyintendedosage
yDeveiop a comprehensive contact data management strategy including a detailed review of
data sources, field mappings, and synchronization.
Time: i hours
ONSITE DAY 2 - CONFIGURATION AND READINESS
The second day will be focused on configuration of the system, data loading, content
development, and functional testing. Organization readiness plans will be reviewed and
finalized. All activities will be facilitated by the consultant, but executed by client representatives
to maximize knowledge transfer and skill development.
Activities include:
syFinalize configuration settings
f y5b p(°b ent)portagstrategy
.yi reateynotificationAeb p®tesAndyeviec)broadcastydbrary
}Execute initial contact data load and test update methodology
ys eveaap)specific)prograb s)for)ac areness�for)pdbdc)opt-in)or�corporate)systeb -c ideytesting
..yi onfigdrey nitiagreporting)pac- age
yFinalize training and organizational awareness plan
,,Develop stakeholder presentation
Time: 1 hours
WWW.EVERBRrNGE.ENW 3 1 EVERBRrWGE MYUMEG4GME
Attachment A - Subordinate Agreement MA -060-16011934
10"1111- 1W
ONSITE DAY 3 - EDUCATION AND CLOSE OU'
Page 55 of 60
To oBormf IBGp\tl clbrBef dE f iGGglklf ppep® ill83ef&oGdl c%dB pBleperiBed®eloo EM Iif BI pBor
each course is attached):
Mass Notification Administrator Course - comprehensive system training targeted to users
in the Organization or Account Administrator roles
Mme:::t :f ours
Mass Notification User Course - comprehensive system training targeted to users in the
Grol p5ef derBole
Mme:::t :f ours
The remaining activities to complete the implementation process will be completed at the close
ofPfjaI
Final Stakeholder Presentation - Keeping key stakeholders in the organization advised on the
status of implementation and organizational readiness is critical to ongoing success with the
system. This presentation can ensure continuous alignment and project governance.
Mme:::t :f our
Project Close -Out Meeting - The meeting will provide a final opportunity for the client to
review open tasks with the implementation specialist and complete a functional test of the
pj p%bml
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Everbridge University
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�. Use Adobe flash videos with audio narrations
h self -paced training that allows students to learn
when they have time and at their own pace
I ust-in-timet►earningtusingtsmawirAcusedlzwtent
mvidutes
I b No travel or facilities required, the classroom is
anywhere a learner has Internet access
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I b Scheduled and delivered based on your needs
I � sw+ersvare-basedtc%ursesh rltdministratwst„r
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I Courses are taught by Everbridge instructors who
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your Everbridge portal with your features
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Notification Certification
Attachment A - Subordinate Agreement MA -060-16011934 Page 56 of 60
ATTACHMENT D
Everbridge GSA Approved End User License Agreement
(See separate attachment)
Attachment A - Subordinate Agreement MA -060-16011934
A
rJ bridge GSA Approved End User License Agreement
This End User License Agreement ("Agreement") is
entered into by and between Everbridge, Inc. ("Everbridge"),
and the client identified on the Quote ("Customer"), effective
on the date of Customer's signature on the Quote ("Effective
Date"). Everbridge and Customer are each hereinafter
sometimes referred to as a "Party" and collectively, the
"Parties".
1. SERVICE. Everbridge shall provide Customer access to
its proprietary interactive communication service(s) (the
"Service(s)") subject to the terms and conditions set forth in
this Agreement and the description of services and pricing
provided in the applicable quote (the "Quote"). If applicable,
Everbridge shall provide the training and professional services
set forth in the Quote. Everbridge shall provide Customer with
login and password information for each User (as defined
below) and will configure the Service to contact the maximum
number of households (each a "Contact") set forth on the
Quote.
2. PAYMENT TERMS. Customer shall pay the fees set
forth in the Quote ("Pricing"). If Customer exceeds the usage
levels specified in the Quote, then Everbridge may invoice
Customer for any overages at the established rates.
Everbridge shall invoice Customer annually in advance. All
payments shall be made within thirty (30) days from receipt of
invoice.
3. CUSTOMER RESPONSIBILITIES.
3.1 Users. If Customer has purchased Mass
Notification, Customer shall in its discretion authorize certain of
its employees and contractors to access that Service. If
Customer has purchased Incident Management, Customer
shall authorize only those employees or contractors who are
Incident Operators (as defined on Exhibit A) or Incident
Administrators (as defined on Exhibit A) to access that Service.
Collectively, Customer's employees and contractors who are
authorized to access any Service as provided above are
referred to as "User(sy. Each User must be bound in writing
to confidentiality obligations sufficient to permit Customer to
fully perform its obligations under this Agreement. Customer
shall undergo the initial setup and training as set forth in the
Implementation — Standard inclusion sheet provided with the
Quote. The Implementation sheet provides a detailed list of
the services included as part of the Implementation purchased
and the corresponding timelines. If Customer fails to complete
the Implementation process within the sixty (60) day
timeframe, Customer must purchase any additional
implementation services. Customer shall be responsible for. (i)
ensuring that Users maintain the confidentiality of all User login
and password information; (ii) ensuring that Users use the
Service in accordance with all applicable laws and regulations,
including those relating to use of personal information; (iii) any
breach of the terms of this Agreement by any User; and (iv) all
communications by Users using the Service. Customer shall
promptly notify Everbridge if it becomes aware of any User
action or omission that would constitute a breach or violation of
this Agreement.
3.2 Customer Data. 'Customer Data" is all
electronic data transmitted to Everbridge in connection with the
use of the Service, including data submitted by Contacts.
Customer Data provided by Customer shall be true, accurate,
current and complete, and shall be in a form and format
End User License Agreement GSA (based on CPA v3 73D. 13)
Page 57 of 60
specified by Everbridge. Customer shall have sole
responsibility for the accuracy, quality, integrity, legality,
reliability, and appropriateness of all Customer Data. By
purchasing the Service, Customer represents that it has the
right to authorize and hereby does authorize Everbridge and its
"Service Providers" to collect, store and process Customer
Data subject to the terms of this Agreement. 'Service
Providers" shall mean communications carriers, data centers,
collocation and hosting services providers, and content and
data management providers that Everbridge uses in providing
the Service. Customer shall maintain a copy of all Customer
Contact data that it provides to Everbridge. Customer
acknowledges that the Service is a passive conduit for the
transmission of Customer Data and Everbridge shall have no
liability for any errors or omissions or for any defamatory,
libelous, offensive or otherwise objectionable or unlawful
content in any Customer Data, or for any losses, damages,
claims, suits or other actions arising out of or in connection
with any Customer Data sent, accessed, posted or otherwise
transmitted via the Service.
4. TERM. This Agreement will commence on the Effective
Date and will continue in full force and effect until all executed
Quotes have terminated.
5. TERMINATION; SUSPENSION.
5.1 Termination by Either Party. [Intentionally
Deleted]
5.2 Termination by Everbridge. [Intentionally
Deleted)
5.3 Suspension. Everbridge may suspend, with or
without notice, the Service or any portion for (i) emergency
network repairs, threats to, or actual breach of network
security; or (ii) any legal, regulatory, or governmental
prohibition affecting the Service. In the event of a suspension,
Everbridge shall use its best efforts to notify Customer and
reactivate any affected portion of the Service as soon as
possible.
6. PROPRIETARY RIGHTS.
6.1 Grant of License. Everbridge hereby grants to
Customer, during the term of this Agreement, a non-exclusive,
non -transferable, non-sublicensable right to use the Service
subject to the terms and conditions of this Agreement. Upon
suspension of the Service or termination of this Agreement for
any reason, the foregoing license shall terminate automatically
and Customer shall discontinue all further use of the Service.
6.2 Restrictions. Customer shall use the Service
solely for its internal business purposes and shall not make the
Service available to, or use the Service for the benefit of, any
third party except as expressly contemplated by this
Agreement. Customer shall not: (i) copy, modify, reverse
engineer, de -compile, disassemble or otherwise attempt to
discover or replicate the computer source code and object
code provided or used by Everbridge in connection with
delivery of the Service (the "Software") or create derivative
works based on the Software, the Service or any portion
thereof, (ii) merge any of the foregoing with any third party
software or services; (iii) use any Everbridge Confidential
Information to create a product that competes with the
Attachment A - Subordinate Agreement MA -060-16011934
Software; (iv) remove, obscure or alter any proprietary notices
or labels on the Software or any portion of the Service; (v)
create Internet 'links' to or from the Service, or "frame' or
"mirror' any content forming part of the Service, other than on
Customer's own intranets for its own internal business
purposes; (vi) use, post, transmit or introduce any device,
software or routine (including viruses, worms or other harmful
code) which interferes or attempts to interfere with the
operation of the Service; (vii) use the Service in violation of any
applicable law or regulation; or (viii) access the Service for
purposes of monitoring Service availability, performance or
functionality, or for any other benchmarking or competitive
purposes.
6.3 Reservation of Rights. Other than as expressly
set forth in this Agreement, Everbridge grants to Customer no
license or other rights in or to the Service, the Software or any
other proprietary technology, material or information made
available to Customer through the Service or otherwise in
connection with this Agreement (collectively, the "Everbridge
Technology"), and all such rights are hereby expressly
reserved. Everbridge (or its licensors where applicable) owns
all rights, title and interest in and to the Service, the Software
and any Everbridge Technology, and all patent, copyright,
trade secret and other intellectual property rights ('9P Rights")
therein, as well as (1) all feedback and other information
(except for the Customer Data) provided to Everbridge by
Users, Customer and Contacts, and (ii) all transactional,
performance, derivative data and metedata generated in
connection with the Services.
T. CONFIDENTIAL INFORMATION.
7.1 Definition; Protection. As used herein,
"Confidential Information" means all information of a Party
("Disclosing Party") disclosed to the other Party ("Receiving
Party"), whether orally, in writing, or by inspection of tangible
objects (including, without limitation, documents or prototypes),
that is designated as confidential or that reasonably should be
understood to be confidential given the nature of the
information and the circumstances of disclosure. Confidential
Information includes without limitation, any personally
identifiable Customer Data, all Everbridge Technology, and
either Party's business and marketing plans, technology and
technical information, product designs, reports and business
processes. Confidential Information shall not include any
information that: (i) is or becomes generally known to the
public without breach of any obligation owed to the Disclosing
Party; (ii) was known to the Receiving Party prior to its
disclosure by the Disclosing Party without breach of any
obligation owed to the Disclosing Party; (iii) was independently
developed by the Receiving Party without breach of any
obligation owed to the Disclosing Party; or (iv) is received from
a third party without breach of any obligation owed to the
Disclosing Party. The Receiving Party shall not disclose or use
any Confidential Information of the Disclosing Party for any
purpose other than performance or enforcement of this
Agreement without the Disclosing Party's prior written consent,
unless (but only to the exterd) otherwise required by a
governmental authority. Each Party agrees to protect the
Confidential Information of the other Party with the same level
of pre that it uses to protect its own confidential information,
but in no event less than a reasonable level of pre. Without
limiting the foregoing, this Agreement and all terms hereof shall
be Everbridge's Confidential Information.
8. WARRANTIES; DISCLAIMER.
Page 58 of 60
8.1 Everbridge Warranty. Everbridge shall use
commercially reasonable efforts to provide the Services herein
contemplated. To the extent professional services are
provided, Everbridge shall perform them in a professional
manner consistent with industry standards.
8.2 Disclaimer. NEITHER EVERBRIDGE NOR ITS
LICENSORS WARRANT THAT THE SERVICE WILL
OPERATE ERROR FREE OR WITHOUT INTERRUPTION.
WITHOUT LIMITING THE FOREGOING, IN NO EVENT
SHALL EVERBRIDGE HAVE ANY LIABILITY TO
CUSTOMER, USERS, CONTACTS OR ANY THIRD PARTY
FOR PERSONAL INJURY (INCLUDING DEATH) OR
PROPERTY DAMAGE ARISING FROM FAILURE OF THE
SERVICE TO DELIVER AN ELECTRONIC
COMMUNICATION, HOWEVER CAUSED AND UNDER ANY
THEORY OF LIABILITY, EVEN IF EVERBRIDGE HAS BEEN
ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
8.3 Customer Representations and Warranties.
Customer represents and warrants that during use of the
Service, Customer shall (i) clearly and conspicuously notify
Contacts of the way in which their personal information shall be
used, and (ii) have primary safety and emergency response
procedures including, without limitation, notifying 911 or
equivalent fire, police, emergency medical and public health
officials (collectively, "First Responders"). Customer
acknowledges and agrees that Everbridge is not a First
Responder, and that the Service does not serve as a substitute
for Customer's own emergency response plan, which in the
event of an actual or potential imminent threat to person or
property, shall include contacting a First Responder prior to
using the Service. Customer represents and warrants that all
notifications sent through the Service shall be sent by
authorized Users, and that the collection, storage and
processing of Customer Data, and the use of the Service, as
provided in this Agreement, will at all times comply with (x)
Customer's own policies regarding privacy and protection of
personal information; and (y) all applicable laws and
regulations, including those related to processing, storage,
use, disclosure, security, protection and handling of Customer
Data.
9. INDEMNIFICATION.
9.1 By Customer. [Intentionally Deleted)
9.2 By Everbridge. Everbridge shall indemnify and
hold Customer harmless from and against any Claim against
Customer, but only to the extent it is based on a Claim that the
Service directly infringes an issued patent or other IP Right in a
country in which the Service is actually provided to Customer.
In the event Everbridge believes any Everbridge Technology
is, or is likely to be the subject of an infringement claim,
Everbridge shall have the option, at its own expense, to: (i) to
procure for Customer the right to continue using the Service;
(ii) replace same with a non -infringing service; (iii) modify such
Service so that it becomes non -infringing; or (N) refund any
fees paid to Everbridge and terminate this Agreement without
further liability. Everbridge shall have no liability for any Claim
arising out of (w) Customer Data or other Customer supplied
content, (x) use of the Service or Software in combination with
other products, equipment, software or data not supplied by
Everbridge, (y) any use, reproduction, or distribution of any
release of the Service or Software other than the most current
release made available to Customer, or (z) any modification of
the Service or Software by any person other than Everbridge.
Attachment A - Subordinate Agreement MA -060-16011934
10. LIMITATION OF LIABILITY. Except for breaches of
Section 6, neither Party shall have any liability to the other
Party for any loss of use, interruption of business, lost profits,
costs of substitute services, or for any other indirect, special,
incidental, punitive, or consequential damages, however
caused, under any theory of liability, and whether or not the
Party has been advised of the possibility of such damage.
Notwithstanding anything in this Agreement to the contrary, in
no event shall Everbridge's aggregate liability, regardless of
whether any action or claim is based on warranty, contract,
tort, indemnification or otherwise, exceed amounts actually
paid by Customer to Everbridge hereunder during the 12
month period prior to the event giving rise to such liability.
Customer understands and agrees that these liability limits
reflect the allocation of risk between the Parties and are
essential elements of the basis of the bargain, the absence of
which would require substantially different economic terms.
This clause shall not impair the U.S. Government's right to
recover for fraud or crimes arising out of or related to this
Agreement under any federal fraud statute. Furthermore, this
clause shall not impair nor prejudice the U.S. Government's
right to express remedies provided in the schedule contract
(i.e. Price Reductions, Patent Indemnification, Liability for
Iryury or Damage, Price Adjustment, Failure to Provide
Accurate Information).
11. MISCELLANEOUS.
11.1 Non -Solicitation. As additional protection for
Everbridge's proprietary information, for so long as this
Agreement remains in effect, and for one year thereafter,
Customer agrees that it shall not, directly or indirectly, solicit,
hire or attempt to solicit any employees of Everbridge;
provided, that a general solicitation to the public for
employment is not prohibited under this section.
11.2 Force Majeure; Limitations. Everbridge shall not
be responsible for performance under this Agreement to the
extent precluded by circumstances beyond Everbridge's
reasonable control, including without limitation acts of God,
acts of government, flood, fire, earthquakes, civil unrest, acts
of terror, labor problems, computer, telecommunications,
Internet service provider or hosting facility failures, or delays
involving hardware, software or power systems, and network
intrusions or denial of service attacks. The Service delivers
information for supported Contact paths to public and private
networks and carriers, but cannot guarantee delivery of the
information to the recipients. Final delivery of information to
recipients is dependent on and is the responsibility of the
designated public and private networks or carriers. Customer
acknowledges and agrees that territories outside the U.S. and
Canada may have territorial restrictions resulting from
applicable law, telecommunications or internet infrastructure
limitations, telecommunications or internet service provider
policies, or communication device customizations that may
inhibit or prevent the delivery of certain SMS, text or other
notifications, or restrict the ability to place or receive certain
calls such as outbound toll free calls. Everbridge shall have no
liability to the extent such restrictions impede the Service.
11.3 Waiver; Severability. The failure of either Party
hereto to enforce at any time any of the provisions or terns of
this Agreement shall in no way be considered to be a waiver of
such provisions. If any provision of this Agreement is found by
Page 59 of 60
any court or other authority of competent jurisdiction to be
invalid, illegal or unenforceable, that provision shall, to the
extent required, be deemed deleted and the remaining
provisions shall continue in full force and effect.
11.4 Assignment. Neither this Agreement nor any
rights granted hereunder may be sold, leased, assigned
(including an assignment by operation of law), or otherwise
transferred, in whole or in part, by Customer, and any such
attempted assignment shall be void and of no effect without the
advance written consent of Everbridge, which shall not be
unreasonably withheld.
11.5 Governing Law; Attorney's Fees. This
Agreement shall be governed and construed in accordance
with the federal laws of the United States of America.
11.6 Notices. Either party may give notice at any time
by any of the following: letter delivered by (i) nationally
recognized overnight delivery service; (ii) first class postage
prepaid mail; or (iii) certified or registered mail, (certified and
first class mail deemed given following 2 business days after
mailing) to the other party at the address set forth on the
Quote. Either Party may change its address by giving notice
as provided herein.
11.7 No Third -Party Beneficiaries. There are no
third -party beneficiaries to this Agreement.
11.8 Entire Agreement. [Intentionally Deleted]
11.9 Marketing. Everbridge shall obtain Customer's
express written consent in order to reference Customer's name
and logo as an Everbridge customer in Everbridge
publications, its website, and other marketing materials.
11.10 Survival. Sections 2. 3.2, 5.2, 6, 7, 9.11 and the
applicable provisions of Exhibit A shall survive the expiration or
earlier termination of this Agreement.
11.11 Counterparts. This Agreement maybe executed
in one or more counterparts, all of which together shall
constitute one original document. A facsimile transmission or
copy of the original shall be as effective and enforceable as the
original.
11.12 Export Compliant. Neither Party shall export,
directly or indirectly, any technical data acquired from the other
pursuant to this Agreement or any product utilizing any such
data to any country for which the U.S. Government or any
agency thereof at the time of export requires an export license
or other governmental approval without first obtaining such
license or approval.
11.13 Equal Employment Opportunity. Everbridge,
Inc. is a government contractor and is subject to the
requirements of Executive Order 11246, the Rehabilitation
Assistance Act and VEVRAA. Pursuant to these requirements,
the Equal Opportunity Clauses found at 41 Code of Federal
Regulations sections 60-1.4(a) (1-7), sections 60 -250.4(a -m),
sections 60-300.5 (1-11) and sections 60-741.5 (a) (1-6) are
incorporated herein by reference as though set forth at length,
and made an express part of this Agreement.
Attachment A - Subordinate Agreement MA -060-16011934 Page 60 of 60
Exhibit A
Additional Business Terms
The following additional business terms are incorporated by reference into the Agreement as applicable based on the
particular products and services described in the Customer's Quote.
"Data Feed" means data content licensed by third parties to Everbridge and supplied to Customer through the Service
(e.g., real time weather system information and warnings, and third party maps).
"Incident Administrator" means an individual who is authorized by Customer as an organizational administrator for the
Incident Management Service.
"Incident Operator" means an individual who is authorized by Customer as an operator of the Incident Management
Service.
"Premium Features" means the products and services listed on the Premium Feature List attached to the Quote.
Data Feeds; Other Data. Notwithstanding anything to the contrary in this Agreement, to the extent that Customer has
purchased or accesses Data Feeds, the sole and exclusive remedy for any failure, defect, or inability to access such
Data Feed shall be to terminate the Data Feed with no further payments due. No refunds shalt be granted with respect
to such Data Feed. In addition, to the extent Customer has purchased a feature that allows Customer to monitor, and
utilize information and data from other sources rat supplied by Everbridge directly (e.g., Twitter) (collectively "Other
Data"), Everbridge disclaims any and all liability of any kind or nature resulting from any inaccuracies or failures with
respect to all Other Data.
2. Incident Management. For Customers purchasing the Incident Management Service: (a) Customers may only
designate the number of Incident Operators and Incident Administrators set forth on the Quote, and such individuals
shall only have the access rights pursuant to such designation and role; (b) Incident Administrators shall have the ability
to build incident templates, report on incidents, and launch incident notifications; (c) Incident Operators shall only have
the ability to launch or manage incidents; and (d) Customer shall be provided the number of incident templates
purchased pursuant to the Quote. If Customer exceeds the number of Incident Operators, Incident Administrators or
incident templates purchased, Customer shall be charged the applicable fees then in effect for additional Incident
Operators, Incident Administrators or incident templates, as applicable,
ATTACHMENT NO. 3
Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
Effective: June 30, 2008 Revised: May 24, 2016
PURPOSE
The purpose of this document is to outline the Standard Operating Procedures for the use
and administration of AlertOC, the Orange County Public Mass Notification System,
hereinafter referred to as "System". This document will provide more specific step-by-step
procedures and roles and responsibilities at the regional level including describing
expectation of participants. Individual jurisdictions/agencies should create and maintain and
regional concepts. The step -by step procedures for activation and use will be maintained in
a separate document maintained by each jurisdiction/agency as a part of their emergency
response plans for overall planning and response efforts. A copy of these procedures shall
be maintained in PrepareOC.
This document does not supersede any policy and procedures outlines in the
Memorandums of Understandings signed by participating agencies, but should be used to
support the use of the Orange County Mass Notification System.
II. SYSTEM DESCRIPTION
The primary intent of the Countywide Public Mass Notification System is to disseminate
early warning and time sensitive information to county businesses and residents during time
of an emergency event. The Public Mass Notification System is only one component of the
County of Orange Public Warning System. As deemed fit by local authorities, the System
should be used in conjunction with the other public warning mechanisms including, but not
limited to, route alerting, the Emergency Alert System, sirens, and press releases.
The Mass Notification System is available 24/7 and has been pre -loaded with Orange
County landline phone numbers (including unlisted) and countywide geographic maps.
Additionally, citizens have the option to provide additional contact information via self -
registration portal www.alertoc.com with link access from county and all participating entity
websites. Upon local authority decision to activate, the System will be used to send a
message, describing the situation and recommended action the public should take, to
affected businesses and households via telephone, e-mail and/or text.
The County of Orange, Orange County Sheriffs Department is the sponsor of the
Countywide Public Mass Notification System initiative and will take appropriate measures to
ensure that the System is in a state of operational readiness at all times. It is the
responsibility of all participating Agencies to maximize citizen benefits from the System.
While the County's intent for implementing and maintaining the System is for "emergency"
use, upon consent from local authorities, cities may optionally use the System to
disseminate "government -related" non -emergency notifications to citizens and organization
resources within its jurisdiction. See Section V. Authorized Use and Section Vlll. Cost for
policy guidelines relating to non -emergency use.
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Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
III. GOVERNANCE
The Orange County Sheriff's Department Emergency Management Division will manage the
Mass Notification System as a countywide asset under the Policy and Guidance approved
and recommended by the Orange County AlertOC Working Group., and agreed upon by
each individual Agency when they opt into the system.
Use of the System by each Agency is contingent upon that Agency abiding by the contract
with the mass notification vendor, and the protocols established by the Emergency
Management Council and Operational Area Executive Board.
The System utilizes the 9-1-1 database to complete the notifications. The use of the 9-1-1
database is regulated by the California Public Utilities Code (CPUC) sections 2872 and
2891.1. The information contained in the 9-1-1 database is confidential and proprietary and
shall not be disclosed or utilized except by authorized personnel for the purpose of
emergency notifications. Any agency in violation of this regulation is subject to criminal
charges as described in the CPUC.
The Orange County Sheriffs Department Emergency Management Division is responsible to
ensure that the provisions of the contract are implemented properly. Authorized users must
respect the integrity of the database, understand the privacy issues and fully comply with the
policies and protocols outlined in this document. If violations of the MOU and this approved
policy document are made by any individual or Agency, the Orange County Sheriff's
Department reserves the right to disable that individual's or Agency's login(s).
IV. OVERVIEW OF GENERAL SYSTEM FEATURES
At minimum, the Orange County Sheriff's Department shall acquire and maintain a Public
Mass Notification System capable of meeting the following requirements.
A. Licensed for use throughout the County's entire region
B. Capacity to send a 45 second message to 10,000 residents and businesses within
10 minutes
C. Capacity to send messages via phone, e-mail and text
D. Accessible via the public Internet
E. Provides audit trail logging and reporting
F. GIS map interface for geographic call list generation
G. Citizen self -registration web portal (available in English, Spanish and Vietnamese)
H. Interactive phone survey technology and reporting
I. IVR based notification setup and execution
J. Capable of identifying constituents preferred language and sending message in
English, Spanish and Vietnamese
Page 2 of 14
Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
V. AUTHORIZED USE
The Mass Notification System is designed to be a countywide asset, available to all
Agencies that have a dedicated public safety answering point (PSAP) and/or a resident
population they are responsible for making protective action recommendations.
An Agency may participate in the countywide System at no charge when used for
emergency purposes until June 2021.
Agencies authorized to join the system at no cost are limited to the incorporated cities in the
Orange County Operational Area, County agencies and departments, the Municipal Water
District of Orange County and Orange County Retail Water Agencies. Each participating
Agency must sign a MOU and will maintain, at minimum, a Local Agency Administrator
responsible for implementing and administering use of the System at the local level.
Cities
Cities wishing to participate may do so by having an authoritative representative sign the
"Orange County Public Mass Notification System" MOU. Upon signing the agreement, the
Agency will be provided a local administrator account, a vendor provided user manual and
initial training. Throughout the term of the agreement, the Agency may use the System to
send an unlimited number of emergency notifications to the public as well as an unlimited
number of emergency and non -emergency inter -department messages. Each participating
City shall develop and maintain written procedures to identify and address the Agency's
specific use of the System within the scope of this policy guide.
County Users
Unincorporated areas of Orange County will have emergency messaging to the public
launched by the Orange County Sheriff's Department. All other county agencies may have
access to utilize the system for interdepartmental use. Each participating County agency
shall develop and maintain written procedures to identify and address the Agency's specific
use of the System within the scope of this policy guide and provide this guideline to the
Orange County Sheriffs Department Emergency Management Division.
Water Retail Water Agencies
The Municipal Water District of Orange County and Orange County Retail Water Agencies
wishing to participate may do so by having an authoritative representative sign the "Orange
County Water Retail Agency Public Mass Notification System" MOU. Upon signing the
agreement, the Agency will be provided a local administrator account, and the Orange
County Sheriff's Department, Emergency Management Division in collaboration with the
Municipal Water District of Orange County — Water Emergency response Organization of
Orange County (WEROC) will provide a user manual and initial training. Throughout the
term of the agreement, the Agency may use the System to send emergency notifications to
the public by utilizing pre -established GIS shape files or the system's interactive map feature
to identify their water users. Each participating agency shall develop and maintain written
procedures to identify and address the Agency's specific use of the System within the scope
of this policy guide.
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Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
Emergency Use
Use of the Mass Notification System for emergency activity contains two components: (1)
the need to disseminate critical, safety-related information to individuals regarding
emergency events occurring now, follow up information regarding the event and termination
of the emergency event., and (2) communicating with safety -responder staff, volunteers and
involved parties about the emergency event.
As a general rule, the System is to be used when the public is being asked to take some
action (e.g. evacuate, prepare to evacuate, shelter in place, boil tap water before drinking,
local assistance centers and other follow up information, rentry to an areas after evacuation
orders have been lifted or termination of the emergency because the danger has passed).
Emergency Public Notifications are limited to:
1. Imminent or perceived threat to life or property
2. Disaster notifications
3. Evacuation notices
4. Public health emergencies
5. Public safety emergencies
6. Any notification to provide emergency information to a defined community
The following criteria should be utilized to assist with determining the need to issue an alert:
1. Severity. Is there a significant threat to public life and safety?
2. Public Protection. Is there a need for members of the public to take a protective
action in order to reduce loss of life or substantial loss of property?
3. Warning. Will providing warning information assist members of the public in
making the decision to take proper and prudent action?
4. Timing. Does the situation require immediate public knowledge in order to avoid
adverse impact?
5. Geographical area. Is the situation limited to a defined geographical area? Is
that area of a size that will allow for an effective use of the system, given the
outgoing call capacity?
6. Are other means of disseminating the information inadequate to ensure proper
and time delivery of the information?
7. Is the message being sent follow up information to an emergency event in
progress?
If the answer to ALL of these questions is "Yes", then an activation of the Mass Notification
System for emergency purposes may be warranted.
To assist with trigger points for potential message use topics refer to Attachment A
Emergency Responder Notifications are limited to:
1. Contacting first responders to advise of an emergency
2. Contacting first responders to report for duty due to an emergency
3. Contacting key staff regarding an emergency or crisis situation
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Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
4. Contacting agency employees/DSWs to report at a different time or location (or
provide an update) due to an emergency
5. Exercises
Emergency considerations:
1. Notification shall clearly state situation is an emergency
2. Message length shall not exceed 60 seconds
3. It is highly recommended all messages are recorded using a real voice and not the
computer transcriber.
4. It is highly recommended to provide a phone number or website where the public can
obtain additional or updated information
5. An all clear notification should be sent when applicable
A. Inter -Department Communication
City and County Agencies may use the Mass Notification System for non -emergency inter-
departmental business communication as needed, without cost. It is recommended that
individual Agencies identify where this would add value to their operations and establish
separate written protocols and procedures for this use.
B. Non -Emergency Public Use
No agency shall use the Mass Notification System for non -emergency public
announcements unless a separate contract with the vendor is established. Non -emergency
use shall be consistent and in compliance with the non -emergency guidelines included
within. Any agency in violation of this term may have their use of the system suspended.
Additionally, E 911 data is not allowed to be utilized for non emergency use according to the
law California Public Utilities Code (CPUC) sections 2872 and 2891.1 and violators may be
subject to criminal enforcement. Jurisdictions will be limited to utilizing the self -registering
portal entry data only when launching non -emergency messages.
Agencies who contract to use the countywide System for non -emergency activity agree to
give precedence to emergency notification call -outs by delaying or terminating non-
emergency notification sessions if needed to increase emergency message success. The
primary concern for point of failure in this situation is not the Mass Notification System, but
the telephone port capacity of local phone providers responsible for delivering calls to
residents. Cost associated with non -emergency public notifications is the responsibility of
the local Agency, See section VIII.
Non -emergency public notification use is prohibited for any of the following purposes:
1. Any message of commercial nature
2. Any message of a political nature
3. Any non -official business (e.g. articles, retirement announcements, etc.)
4. To send a message to an E911 obtained data source; see Section 111, Governance,
for additional information relating to E911 data use restrictions
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Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
C. Confidentiality
Agencies shall be responsible for: (i) ensuring that users maintain the confidentiality of all
user login and password information; (ii) ensuring that users use the service in accordance
with all applicable laws and regulations, including those relating to use of personal
information; (iii) any breach of the terms of this policy or the vendor agreement by any user;
and (iv) all communications by users using the service. Agencies shall promptly notify the
Orange County Sheriff's Department and the vendor if it becomes aware of any user action
or omission that would constitute a breach or violation of this policy or the vendor
agreement.
Through the "Memorandum of Understanding between the County of Orange and
Participants for use of Countywide Mass Notification System," each agency is bound in
writing to the confidentiality obligations sufficient to permit agencies to fully perform its
obligations under this policy or the vendor agreement.
VI. AUTHORIZED SYSTEM USERS
A. Public Notifications
In general, use of the system in most cities is the responsibility of the local law enforcement
agency. Since law is responsible to make alert, notification and evacuation orders.
However, others may also be authorized to make notifications will be officials including ,
emergency management, fire and city manager departments.
County Administrator: The Orange County Sheriffs Department will act as the Countywide
Public Mass Notification System County Administrator. County Administrator responsibilities
are covered in section IX. System Administration and Operation.
County User: Orange County Sheriffs Department Emergency Communication Division (9-
1-1 dispatch), Control One and Emergency Management Division personnel will be setup
as "County" users. County Users will have permission to access and launch emergency
notifications to all jurisdictions within Orange County consistent with County Operational
Area public safety response guidelines. All other county agencies will have permission to
execute inter department notifications.
The Orange County Emergency Operations Center, when activated will be responsible for
all public notifications to unincorporated areas during an emergency. For day to day use of
the system for public safety incidents including but not limited to hazmats, felony crimes with
suspects still at large, the Orange County Sheriff's Department Commander will be
responsible for execution of messages.
Local Agency Administrator: A minimum of one designated Local Agency Administrator will
be required for each Agency participating in the countywide System. Local Agency
Administrator responsibilities are covered in section IX. System Administration and
Operation.
Local Agency User: Participating Agencies may have an unlimited number of Local Agency
Users. Local Agency Users will have access to resident contact records within their
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Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
jurisdiction as well as neighboring jurisdictions with an established MOU agreement. Local
Agency Users will be authorized and managed by the Local Agency Administrator and may
have varied system permissions.
Any City jurisdiction who has contracted police services shall grant and provide access to
their jurisdictions system in order to launch messages in a timely manner.
• Water agencies are identified as local users under the Orange County Sheriffs
Department Emergency Management Division.
Inter -Department User: Inter -departmental users will have permission to inter -departmental
contact information only and are authorized to use the system solely for inter -departmental
communication including but limited to first responder or volunteer call -outs. Additional user
for special contact groups including In House Special Services (IHSS), access and
functional need cliental may be established with prior authorization from the Orange County
Sheriffs Department to ensure no vendor contract violations are occurring.
VII. ACTIVATION OF THE SYSTEM
Each City Jurisdiction is responsible for launching messages to affected citizens and
businesses within their jurisdiction. Determination of authority to request activation of the
Mass Notification System rest with local officials, not with the County of Orange or the
Orange County Sheriff's Department Emergency Management Division. Water agencies are
responsible for launching messages to affected citizens and businesses as identified in their
service district. The following is protocol to be followed when an emergency message is
launched anywhere in Orange County.
A. Public Notifications
1. The County of Orange is authorized to use the System to send notifications of regional
emergencies to any and all residents within the Operational Area (example: Countywide
quarantine order for a health alert). Upon sending a countywide notification, Orange
County Sheriffs Department Emergency Management Division will, as soon as possible,
advise the appropriate local Agency that mass notifications have been sent by the
County to residents of their cities. Pre -notification to emergency managers by email or
WebEOC of this AlertOC activation before actual delivery of the message will occur if
possible.
2. Other than regional emergency notifications, public notifications are the responsibility of
the individual City/Local Government. In the event that the geographical location of an
incident requires a message to be delivered to multiple jurisdictions, the responsible
Agency will inform each individual Agency so that they can send the message to those
affected within their own jurisdiction. Exception: Small unincorporated neighborhoods
embedded within City limits will receive mass notification of local city emergency activity
from City Officials. This does not include the unincorporated areas of Rossmoor,
Midway City, Cowan Heights, Lemon Heights, all canyons, Coto de Caza and Trabuco
Canyon areas. Any of the fore mentioned unincorporated areas by names, coordination
will have to occur with the Orange County Sheriffs Department/Watch Commander
when the EOC is not activated.
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Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
3. For a City wishing to send or receive messages to or from a neighboring Agency during
time of a multi jurisdictional incident, an MOU should be established between both
parties that grants permission for the handling Agency to send emergency notification to
residents within the affected Agency. (Exception will be made for cities who have
contracted law enforcement services. No MOU will be required and access SHALL be
granted).
a. In the event no MOU has been established, the local city agency will contact the
Police Watch Commander who is the 24 hour warning point for all cities for
approval and coordination.
4. Water agencies sending information to the public will do so only to pre -loaded GIS
shape files containing their service areas. This procedure must occur due to the
overlapping jurisdictional boundary areas. Water agencies will launch messages under
the Orange County user account. Pre -notification to the Water Emergency Response of
Orange County (WEROC) emergency manager, and impacted city emergency
managers will occur prior to the lunch of the message by email containing the AlertOC
message before actual delivery of the message will occur.
a. The WEROC Emergency Manager is responsible to notify and provide the
information to the OA/County Emergency Manager since the identification
information will show the County of Orange as the initiator.
5. In the event a participating Agency is unable to send out an emergency message, the
Orange County Control One Coordinated Communications Center is available to act on
the local Agency's behalf. Agencies that do not have a current MOU with the County
may also request Control One to send out an emergency message. Control One will not
be available to send internal notifications. All rules and guidelines are applicable. It is
still the responsibility of the local agency with the primary responsibility of the incident to
receive approval for adjacent jurisdictions on multi jurisdictional events. Attachment B is
the launch form containing all information required in order to launch a message.
Authority to request mutual aid assistance from Control One must be requested by a
Lieutenant or above (same protocols as requesting a Code Alex).
6. If the Operational Area EOC is activated, agencies may request to utilize the Orange
County Information Hotline 714-628-7085 as the identification phone number for
residents and businesses to call to obtain additional information. Agencies are
requested to send a copy of the AlertOC script to the OA EOC before the message is
launched, if possible.
7. Participating Agencies are authorized to develop pre -established notification lists and
messages to meet their individual needs. These lists may include special populations
(e.g. in-home care, schools, etc) or those susceptible to certain risks (e.g. homes within
dam inundation zone). It is the responsibility of the participating Agency to create,
maintain and update these lists.
B. Emergency Response and Inter -Department Notifications:
1. Each participating Agency is authorized to create employee/volunteer and department
call lists and pre-recorded messages.
2. Any non -city agency wishing to create specialty groups which still contain public contact
information (ex: special needs callouts) may do so with prior consent. However, any
activation of information to any of these groups needs to be coordinated to ensure clear,
concise and accurate information is being dispersed. During emergencies, messages
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Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
will be coordinated with the Operational Area, Orange County Sheriffs Department
Emergency Management Division.
3. It is the sole responsibility of each participating Agency to maintain these lists and to
launch notifications as deemed necessary.
VIII. COSTS
The County of Orange agrees to fund the System for notifications classified as "emergency
use". The County of Orange also agrees to continue to purchase updated E911 telephone
data and geographic maps.
Costs associated with use of the System for non -emergency activity is the responsibility of the
local Agency through separate contract with the mass notification Vendor.
IX. SYSTEM ADMINISTRATION/OPERATIONS
Individual Agencies are responsible for providing logins and procedural training to key
individuals within their Agency responsible for using the Mass Notification System.
A. County Administrator
The Orange County Sheriff's Department will assign and maintain a designated Mass
Notification Program Administrator responsible for overall acquisition, accessibility,
maintenance, compliance and management of all components required to provide an
effective countywide mass notification system.
The County Administrator is responsible for:
1. System acquisition and contract management.
2. Policy management and as needed modification (in consultation with public safety,
emergency management and emergency response personnel.)
3. Audit compliance: routine monitoring of System use to insure policy and contract
compliance.
4. Access management: record management of signed MOU from each participating
Agency, distribution of local administrator accounts and updated local administrator
contact list.
5. Data management: E911 data acquisition, update and compliance monitoring.
Countywide map file acquisition, update and overall geo-coding.
6. Testing: facilitate routine System -wide test exercise, document overall test results and
recommend and execute, as needed, corrective action at the County level.
7. Public education campaign: initiate and facilitate public education campaign aimed at
making the public aware of the countywide public mass notification system initiative and
citizen web portal.
8. System support: provide support to Local Agency Administrators.
B. Local Agency Administrator
Participating Agencies agree to appoint a designated Mass Notification Local Administrator
responsible for leading, coordinating, monitoring and optimizing use of the Mass Notification
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Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
System at the local level. Local Agency Administrator shall act as the Agency's central point
of contact and will work collaboratively with the County Administrator to insure local use of
the system is within policy and MOU guidelines.
Local Agency Administrator is responsible for:
1. Contract acquisition if Agency will use the system for non -emergency purposes.
2. Local Agency Mass Notification Operating Procedure development and management.
3. Use compliance: routine monitoring to ensure System is used within the conditions and
terms of this document and associated MOU.
4. Access management: local user account distribution and management, record
management of MOU(s) and signed end user P&P.
5. Data management: perform routine data management, error -correcting and data integrity
updates to System contact and geo-coded map data.
6. Testing: facilitate routine local System test exercise, document local test results and
recommend and execute, as needed, corrective action at the local level.
7. Public education campaign: initiate and facilitate public education campaign aimed at
making the local community aware of the intended use of the Mass Notification System
and citizen web portal.
8. System support: provide support to local Agency end-users.
X. INFORMATION SYSTEMS AND SUPPORT
The Orange County Sheriff's Department will acquire and maintain 24x7x365 vendor support
for the Mass Notification System. Participating Agencies are authorized to contact vendor
support as needed.
XI. ROUTINE TESTING
The Mass Notification System will be tested quarterly. Test exercises will be geared towards
insuring that use of the System in an emergency is optimized. This includes testing
operational readiness, activation procedures and system effectiveness as well as validating
data and system processes. Through test exercises, System administrators and users will be
able to observe the mode of operation to augment and refresh System and process
knowledge.
Specific test exercise routines, roles, responsibilities and schedule will be detailed in the
Operational Area Standard Operating Procedure document.
By signing the Mass Notification System MOU, participating Agencies agree to take part in
quarterly Mass Notification countywide test exercises.
XII. DEFINITIONS
System — All components of the Mass Notification System including hardware, software,
access portals, contact data and GIS maps.
2. Resident — Comprises households and businesses.
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Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
3. IVR — Interactive Voice Response is a phone technology that allows a computer to detect
voice and touch tones using a normal phone call. This technology will allow a user of the
Mass Notification System to launch a message to a pre -defined call list when a pc or
internet connection is not available.
4. Emergency - "Emergency" shall include, but not be limited to, instances of fire, flood, storm,
epidemic, riots, or disease that threaten the safety and welfare of the citizens and property
located within the boundaries of the county and participants' respective jurisdictions.
Page 11 of 14
Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
Revision History:
Revision Date
Author
Description
April 18, 2008
PMNS Policy Committee
Document originated
May 19, 2008
PMNS Executive Review Team
Non-emergenuy session termination in Section V., Item C.
June 16, 2008
Teara LeBlanc
Exception clause in Section VII, Item A., bullet 2.
May 2010
Vicki Osborn
Revision of all sections
June 2012
Raymond Cheung
Revision for OCSD transition
May 2013
Raymond Cheung
Revision for new vendor contract
May 2016
Raymond Cheung
Added confidentiality item to Section V., Item C. and
allowed non -emergency use in Section V., Item B. and
Section Vill.
Page 12 of 14
Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
Attachment A - Alert OC Triaaer Points Guidelines (Placeholder)
Type of Incident
Description
Meets
Public
Safety
Criteria
Active Shooter
A shooting with armed individual or individuals is
Yes
occurring in a known area.
Boil Water
An unsafe water supply issue requiring the public to
Yes
Orders
boil water before use.
Building Fire
A fire occurring in an urban area requiring evacuation
Yes
or shelter in place for the immediate area.
Violent Crimes
Violent crimes that just occurred such as robbery,
Yes
assault, murder, etc.
Felony Suspect
Law enforcement is currently searching for a felony
Yes
at Large
suspect that is suspected to be in a certain area.
HazMat
Hazardous Materials incidents that require a fire/hazmat
Yes
response and may include evacuations or shelter -in -
lace orders.
Health Orders
Any public health order made pursuant to County
Yes
Health Officer recommendations.
Missing Adult
12-17 yrs with decreased mental capacity or medical
Yes
(920A) with
condition
special cires
Missing Child
12 yrs or younger 'Discussion add Amber alert
Yes
920C
triggers
Missing Juvi
18 yrs and older 12-17 yrs with decreased mental
Yes
(920J)with
capacity or medical condition
special cires
Severe Weather
Weather warnings that forecast an occurring or
Yes
Related
imminent threat to public safety or coincide with
protective action recommendations such as voluntary
or mandatory evacuation orders.
Evacuation or
Voluntary or mandatory evacuation or shelter -in-place
Yes
Shelter -in -Place
orders.
Wildland Fire
A fire occurring in a wildland urban interface area
Yes
requiring immediate evacuation or shelter -in- lace.
Road Closures
Unplanned road closures due to an emergency
Yes
situation.
Planned Events
Road closures due to community events planned in
No
advance.
Page 13 of 14
Orange County Operational Area
Countywide Public Mass Notification System
Standard Operating Procedures
AlertOC Activation Form
(Attachment B)
Request Received
Date/Time:
By: (Namefrrde)
Jurisdiction Information
Jurisdiction Name:
Requestor: (Name/Tibe)
Contact Phone Numbers:
Authorizing Official:
(Name/Trde)
Message Specifics
(for emergency use only)
#1: #2:
r Date/Time Message to Be Sent: ❑ Immediately
Targeted Recipients:
Type of Message: ❑ Phone ❑ e-mail ❑ SMS
rSMS Content:
Message Content:
Staff Executing Message
Initiator Name (printed):
Authorizing Sheriff Official:
Date and Time Sent:
Name, Date and Time Results
provided to jurisdiction
Page 14 of 14
I
ATTACHMENT NO. 4
NONDISCLOSURE AGREEMENT
NONDISCLOSURE AGREEMENT BETWEEN
PACIFIC BELL TELEPHONE COMPANY dba SBC CALIFORNIA,
AND
THE COUNTY OF ORANGE, CALIFORNIA
THIS AGREEMENT, effective this 26th day of June , 2008, ("Effective Date") is between PACIFIC BELL
TELEPHONE COMPANY dba SBC CALIFORNIA, a California corporation (hereinafter "SBC California"), County of
Orange (hereinafter "Customer") and NTI Group, Inc. (hereinafter "Subcontractor").
1. Customer has requested Neighborhood Call service from SBC California under SBC California's Tariff, CAL.P.U.C.
NO. A9.2.6 and agrees to comply with all provisions of SBC California's Tariff, CAL.P.U.C. NO. A9.2.6.
2. Customer has identified Subcontractor as its agent for obtaining Neighborhood Call subscriber information from
SBC California for provision of community alerts and notifications to citizens as defined in California Public Utilities
Commission Code Sections 2872 and 2891.1 and as allowed in SBC California's Tariff, CAL.P.U.C. NO. A9.2.6. In
the event Customer elects to no longer use Subcontractor for obtaining Neighborhood Call subscriber information,
Customer shall provide SBC California written notice of such change 30 days in advance of Subcontractor's agency
status being terminated by Customer.
3. Subcontractor certifies that it has reviewed the terms and conditions of the SBC California Tariff, CAL. P.U.C. NO.
A9.2.6 for Neighborhood Call and specifically A9.2.6B.2.b which stipulates in part: "The Neighborhood Call
database information provided to Customer pursuant to this tariff is confidential and proprietary and such
information will be held in confidence and only used and disclosed to Customer's employees or its subcontractors
and agents with a need to know for purposes of providing a community alert and notifications to citizens as defined
in California Public Utilities Code Sections 2872 and 2891.1. Customer agrees that each of its employees,
subcontractors or agents receiving or having access to the Neighborhood Call database information will be
informed that such information is subject to the terms and conditions of this tariff and the Neighborhood Call
database information will remain the property of Pacific; that the Neighborhood Call database information will be
treated with the same degree of care as Customer affords to its own highly confidential and proprietary information;
and that the Neighborhood Call database information will not be reproduced in any manner, unless otherwise
specifically authorized in writing by Pacific. Upon request, Customer will promptly return to Pacific all Neighborhood
Call database information in a tangible form or certify to Pacific that such information has been destroyed."
4. Subcontractor agrees to comply with each of the obligations contained in SBC California's Tariff, CAL. P.U.C. NO.
A9.2.6.B.2.b for Neighborhood Call Tariff. Notwithstanding the preceding sentence, Subcontractor agrees that no
Neighborhood Call subscriber information will shared with any non-employee of Subcontractor, whether it be a
subcontractor or agent, without the written authorization of Customer and the execution of a Nondisclosure
Agreement with SBC California.
5. This Nondisclosure Agreement shall be in effect from the Effective Date until such time that Customer terminates its
request for Neighborhood Call service from SBC California or Customer elects to no longer use Subcontractor for
obtaining Neighborhood Call subscriber information. Subcontractor's duty to keep the Neighborhood Call
subscriber information confidential shall continue beyond the term of this Nondisclosure Agreement until such time
that Subcontractor returns to SBC California all Neighborhood Call subscriber information in a tangible form or
certifies to SBC California that such information has been destroyed.
6. Nothing contained in this Nondisclosure Agreement shall be construed as granting or conferring any rights by
license or otherwise in any Information.
7. This Nondisclosure Agreement shall benefit and be binding upon the parties hereto and their respective
subsidiaries, affiliates, successors and assigns.
8. This Nondisclosure Agreement shall be governed by and construed in accordance with the laws of the State of
California, irrespective of its choice of laws principles.
[SIGNATURE PAGE FOLLOWS]
PACIFIC BELL TELEPHONE COMPANY dba
SBC CALIFORNIA
Print Name:
Title:
Date Signed:
XXXX (Subcontractor and/or Agent)
By:
Print Name:
Title:
Date Signed:
XXXX (Customer)
By:
Print Name: Teara Le Bianc
Title Program Manager
Date Signed: June 30, 2008
ATTACHMENT NO. 5
Public Mass Notification System
Individual User Agreement
1. [Insert Name] (hereinafter "USER") is an agent, officer, employee or representative of
[Insert name of entity], (hereinafter "PARTICIPANT").
2. PARTICIPANT is a signatory to a Memorandum of Understanding ("MOU") between
with the County of Orange ("COUNTY") for Use of Countywide Mass Notification
System ("SYSTEM").
3. As an agent, officer, employee or representative of PARTICIPANT, USER has been
granted access to the System by PARTICIPANT and is deemed an Individual User under
the MOU.
4. USER understands that as an Individual User, USER may only use the SYSTEM in the
manner described in the MOU, the Everbridge GSA Approved End User License
Agreement, and in accordance with the requirements of the law. .
5. By signing this Individual User Agreement, USER hereby further expressly agrees to the
do following things:
a) to maintain the confidentiality of login and password information;
b) to use the System in accordance with all applicable laws and regulations,
including those relating to use of personal information;
c) to be responsible for any breach of the terms of the Agreement with
Everbridge and/or the MOU between PARTICIPANT and COUNTY caused
by the Individual User; and
d) to maintain the confidentiality of all records and information to which the
Individual User may have access as a result of their access to the System
pursuant to all statutory laws relating to privacy and confidentiality that
currently exist or exist at any time during the term of this MOU; and
e) that all information transmitted and the use of the SYSTEM by USER shall be
in compliance with California Public Utilities Code section 2872.
6. USER also acknowledges having been provided the opportunity to review the GSA
Approved End User License Agreement with Everbridge, the MOU and California Public
Utilities Code section 2872, prior to signing this Individual User Agreement, and hereby
agrees to abide by both the letter and intent of those documents..
7. USER may withdraw their consent to terms contained within this Individual User
Agreement at any time by notifying PARTICIPANT in writing. USER acknowledges,
however, that withdrawing USER's consent will result in immediate termination of
USER's right and ability to access the SYSTEM.
By signing this Individual User Agreement, USER acknowledges having thoroughly read the
foregoing, and hereby consents and agrees to the above terms and conditions.
Dated:
Signature
Printed Name