HomeMy WebLinkAboutResolutions - 2021.10.13 - 34912BOARD OF COMMISSIONERS
October 13, 2021
MISCELLANEOUS RESOLUTION #21-388
Sponsored By: William Miller III
IN RE: Contract Extension for Harris Computer Systems
Chairperson and Members of the Board:
WHEREAS the office of the Water Resources Commissioner utilizes a software application called NorthStar
for billing water and sewer customers on behalf of certain Oakland County municipalities; and
WHEREAS the contract allowing the use of the NorthStar application is between Oakland County and Harris
Computer Systems; and
WHEREAS Harris Computer Systems provides maintenance for the NorthStar software application; and
WHEREAS maintenance for this proprietary software can only be provided by Harris Computer Systems; and
WHEREAS the current contract was entered into on December 17, 2013 and extended to December 31, 2021,
by Miscellaneous Resolution #18396; and
WHEREAS in order to provide uninterrupted service to the municipalities served, the office of the Water
Resources Commissioner needs to extend this contract to December 31, 2023; and
WHEREAS continued cooperation with Oakland County's Department of Information Technology will
continue during this period while competitive bids for a replacement utility billing solution as an integral part of
the Water Resources Commissioner's approved 2019-2020 Master Plan; and
WHEREAS it is critical that a new utility billing solution is in place and active before the current contract with
Harris Computer Systems ends; and
WHEREAS the office of the Water Resources Commissioner has negotiated a two-year contract extension with
Harris Computer Systems at a 9% increase for the first year of the extension and 4% for the second year; and
WHEREAS the negotiated cost for continued maintenance during the two-year extension is a "not to exceed"
amount of $244,686.77; and
WHEREAS at the direction of the Oakland County Purchasing Department, a draft contract amendment has
been created for review, and
WHEREAS the Purchasing Terms and Conditions authorized in Section 2400.6 Duration of Contracts and
under Procedure states: "The Board of Commissioners shall approve contracts beyond five years."
NOW THEREFORE BE IT RESOLVED that the Oakland County Board of Commissioners hereby approves
the contract extension with Harris Computer Systems for uninterrupted maintenance of the NorthStar software
application for an additional two years ending on December 31, 2023.
BE IT FURTHER RESOLVED that the increase shall not exceed $244,686.77.
BE IT FURTHER RESOLVED the services provided through this contract were previously budgeted for the
FY 2022 through FY 2024 budget. However. a budget amendment is required to compensate for the increase in
the maintenance cost of $44,686 over the FY 2022 - FY 2024 period.
Water and Sewer Trust Fund 057010) FY 2022 FY 2023 FY 2024
Expense 1-1-22 to TO- 1-22 to 10-1-23 to
9-30-22 9-30-23 12-31-23
6010101-149300-730065 Administrative Overhead ($14,958) ($23,544) ($6,184)
6010101-149300-730373 Contracted Service $14,958 $23,544 $6,184
Total Expense $0 $0 $0
Chairperson, the following Commissioners are sponsoring the foregoing Resolution: William Miller III.
6z'-"jdU Date: October 13, 2021
David Woodward, Commissioner
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Date October 14, 2021
Hilarie Chambers, Deputy County Executive II
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Date: October 14, 2021
Lisa Brown, County Clerk / Register of Deeds
COMMITTEE TRACKING
2021-10-06 Economic Development & infrastructure - recommend to Board
2021-10-13 Full Board
VOTE TRACKING
Motioned by Commissioner Gary McGillivray seconded by Commissioner Christine Long to adopt the attached
Contract - IT Related: Contract Extension for Harris Computer Systems.
Yes: David Woodward, Michael Spisz, Karen Johat, Kristen Nelson, Eileen Kowall, Christine Long, Philip
Weipert, Gwen Markham, Angela Powell, Thomas Kuhn, Charles Moss, Marcia Gershenson, Adam L.
Kochenderfer, Yolanda Smith Charles, Charles Cavell, Penny Luebs, Janet Jackson, Gary McGillivray,
Robert Hoffman (19)
No: None (0)
Abstain: None (0)
Absent: Commissioner Miller III, Commissioner Gingell (2)
The Motion Passed.
ATTACHMENTS
1. 2021-10-06 Contract Extension Memo
2. Harris Computer Systems Contract 004007 and Amendments
3. Misc Resolution 18396 NorthStar Contract Extension 11.14 2018
4. NorthStar Contract Extension - Quote
5. NorthStar Email Agreement to Extend Terms and Conditions
6. Oakland County NorthStar Contract 004007 Amendment 03 - DRAFT
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
1, Lisa Brown, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true and
accurate copy of a resolution adopted by the Oakland County Board of Commissioners on October 13, 2021,
with the original record thereof now remaining in my office.
In Testimony Whereof, I have hereunto set my hand and affixed the seal of the Circuit Court at Pontiac,
Michigan on Friday, October 13, 2021.
( A
Lisa Brown, Oakland County Clerk/Register of'Deeds
Form DC -001
--J
OAKLAND COUNTY
WATER RESOURCES COMMISSIONER MEMORANDUM
TO: William Miller, Chairperson Economic Development and Infrastructure Committee
FROM: Nancy Basch, WRC Business Systems Manager
SUBJECT: Contract Extension for Harris Computer Systems
DATE: October 6, 2021
The Office of the Water Resources Commissioner is seeking an extension for the contract between
Oakland County and Harris Computer Systems. The requested extension will allow the WRC to
perform uninterrupted water and sewer billing services on behalf of certain Oakland County
municipalities pursuant to an agreement with each municipality.
This matter is being brought before the Economic Development and Infrastructure Committee in
recognition that all contracts must be competitively bid at least at five-year intervals unless an
extension is granted. This requested extension is necessary to allow the WRC to use Harris
Computer Systems' proprietary software, NorthStar, through December 31, 2023.
During this period, the WRC will continue working closely with Oakland County's Department of
Information Technology while competitive bids for a replacement utility billing solution are sought as
an integral part of our Master Plan.
The replacement software solution being sought also would allow for easier integration with other
Oakland County systems and offer more options to customers such as mobile payments. Additionally,
the extension will provide sufficient time for the WRC to implement complex integration with its
existing work order management system while rebuilding its customer web portal for on-line
payments.
In the interim, Harris Computer Systems has agreed to continue providing maintenance for its
proprietary software during this time period for a negotiated price of $244,686.77.
Requested Committee Action: Recommend the adoption of the attached resolution for the
extension of the contract between Oakland County and Harris Computer Systems.
Contact: Nancy Basch haschnroakgov.com 248-804-2383
Tim Prince. P.E. princeti'a,oakaov.com 248-431-7835
OAKLAND COUNTY WATER RESOURCES COMMISSIONER
Page 1 of 1 Rev.: 02/12/2018
frOAKLAND
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COUNTY MICHIGAN
JED WRC
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
OAKLAND COUNTY COMPLIANCE OFFICE
PURCHASING DIVISION
PROFESSIONAL SERVICE CONTRACT NUMBER: 004007
Contract Expiration Date:12/31/2018
Contract - NOT TO EXCEED AMOUNTS 725.000.00
EVENT NPC150
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This "Contract" is made between the COUNTY OF OAKLAND, a Michigan Constitutional Corporation,
hereinafter called "County", and the "Contractor" as further described in the following Table. In this
Contract, either Contractor or the County may also he referred to individually as a "Party" orjointly as the
"Parties".
COUNTY OF OAKLAND
2100 Pontiac Lake Road
Waterford, MI48328
(herein, the "County")
HARRIS COMPUTER SYSTEMS
Michael Foley
1 Antares Dr Ste 400
Ottawa ON K2E 8C4 CAN
Vendor I. D. No. 6060
(herein the "Contractor")
This Contract Is organized and divided Into the following"Section" or "Sections" for the convenience of
the Parties.
SECTION 1. CONTRACT DOCUMENTS AND DEFINITIONS
SECTION 2. CONTRACT EFFECTIVE DATE AND TERMINATION
SECTION 3. SCOPE OF CONTRACTOR'S SERVICES
SECTION 4. COUNTY PAYMENT OBLIGATION FOR CONTRACTOR'S SFRVICFS
SECTION 5. CONTRACTOR ASSURANCES AND WARRANTIES
SECTION 6. CONTRACTOR PROVIDED INSURANCE AND INDEMNIFICATION
SECTION7. GENERAL TERMS AND CONDITIONS
OAKLAND COUNTY COMPLIANCE OFFICE - PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER 004007
REV 2009/05/07 Page 1
40AKLINND.-�
COUNTY MICHIGAN
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
In consideration of the mutual promises, obligations, representations, and assurances in this Contract, the
Parties agree to the following:
§1. CONTRACT DOCUMENTS AND DEFINITIONS
The following words and expressions when printed with the first letter capitalized as shown herein,
whether used In the singular or plural, possessive or non -possessive, and/or either within or
without quotation marks, shall be defined and interpreted as follows:
1.1. "Contractor Employee" means without limitation, any employees, officers, directors,
members, managers, trustees, volunteers, attorneys, and representatives of Contractor,
and also includes any Contractor licensees, concessionaires, contractors, subcontractors,
Independent contractors, contractor's suppliers, subsidiaries, joint ventures or partners,
and/or any such persons, successors or predecessors, employees, (whether such persons
act or acted in their personal, representative or official capacities), and/or any and all
persons acting by, through, under, or in concert with any.of the above, "Contractor
Employee" shall also include any person who was a Contractor Employee at any time
during the term of this Contract but, for any reason, is no longer employed, appointed, or
elected in that capacity.
1.2. "Claims" means any alleged losses, claims, complaints, demands for relief or damages,
suits, causes of action, proceedings, judgments, deficiencies, liability, penalties, litigation,
costs, and expenses, Including, but not limited to, reimbursement for reasonable attorney
fees, witness fees, court costs, investigation expenses, litigation expenses, amounts paid in
settlement, and/or other amounts or liabilities of any kind which are imposed on, incurred
by, or asserted against the County, or for which the County may become legally and/or
contractually obligated to pay or defend against, whether direct, Indirect or consequential,
whether based upon any alleged violation of the federal or the state constitution, any
federal or state statute, rule, regulation, or any alleged violation of federal or state
common law, whether any such claims are brought in law or equity, tort, contract, or
otherwise, and/or whether commenced or threatened,
1.3. "Contract Documents" This Contract includes and fully incorporates herein all of the
following documents:
1.3.1. Exhibit I: Contractor Insurance Requirements.
1.3.2. Exhibit II: Scope of Contractor's Services
1.3.3, Exhibit III: Software Support Standard Guldelines
1.4, "County" meansthe County of Oakland, a Municipal and Constitutional Corporation, its
departments, divisions, authorities, boards, committees, and "County Agent" as defined
below.
1.5, "County Agent" means all elected and appointed officials, directors, board members,
council members, commissioners, employees, volunteers, representatives, and/or any such
persons' successors (whether such person act or acted in their personal representative or
official capacities), and/or any persons acting by, through, under, or in concert with any of
them. "County Agent" shall also include any person who was a "County Agent" anytime
OAKLAND COUNTY COMPLIANCE OFFICE -PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER 004007
Page 2
COUNTY MICHIGAN
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
during the term of this Contract but, for any reason, is no longer employed, appointed, or
elected and serving as an Agent.
1.6. "Day" means any calendar day, which shall begin at 12:00:01 a.m. and end at 11:59:59 p.m.
1.7. "E-Verlfy" is an Internet based system operated by the Department of Homeland Security
(DHS) In partnership with the Social Security Administration (SSA) that allows participating
employers to electronically verify the employment eligibility of their new hired employees.
For more Information and to register visithttPs:He-verifV.uscis,gov/enroll/.
1.8, "Intellectual Property" means any developments, improvements, designs, innovation, and
materials that may be the subject of a trademark/servlcemark, copyright or patent, trade
secrets or Proprietary Information,
1.9. "Iran Linked Business" has the same meaning as "Iran Linked Business" as defined In MCL
129.312 being section 2 of P.A. 517 of 2012.
1.10. "Proprietary Information" means ideas, concepts, inventions and processes related to the
development and operation of computer software and systems such as source code, object
code, security procedures and passwords,
1.11. "Support and Maintenance Agreement" means the Support and Maintenance Agreement
executed by the Parties concurrently with this Contract.
§2. cONTRACT EFFECTIVE DATE AND TERMINATION
2.1. The effective date of this Contract shall be as stated on the first page of this Contract, and
unless otherwise terminated or canceled as provided below, It shall end at 11:59:59 p.m,
on the "Contract Expiration Date" shown on the first page of this Contract, at which time
this Contract expires without any further act or notice of either Party being required. The
Parties are under no obligation to renew orextend this Contract after Contract Expiration
Date. Notwithstanding the above, under no circumstances shall this Contract be effective
and binding and no payments to the Contractor shall be due or owing for any Contractor
services until and unless:
2.1.f. This Contract is signed by a Contractor Employee, legally authorized to bind the
Contractor,
2.1.2. Any and all Contractor certificates of Insurance and any other conditions
precedent to the Contract have been submitted and accepted by the County.
2.1.3. This Contract is signed by an authorized agent of the Oakland County Purchasing
Division, as provided for on the signature page of this Contract, who shall be the
final signatory to this Contract,
2.2. The County may terminate and/or cancel this Contract (or any part thereof) at any time
during the term, any renewal, or any extension of this Contract, upon ninety (90) days
written notice to the Contractor, for any reason, including convenience without incurring
obligation or penalty of any kind. Notwithstanding the above, if the County is being
reimbursed for any cost or expenses incurred under this Contract by any third party,
including any Federal, State or local governmental agency, and any such third party funding
is terminated, the County may terminate, end or cancel this Contract Immediately upon
OAKLAND COUNTY COMKCANCE OFFICE• PURCHASING DNISION
PROFESSIONAL SERVICES CONTRACT NUM6ER 004007
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1r0AKLVND7F-;
COUNTY MIC'HIGAN
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
written notice to the Contractor, The effective date for termination or cancellation shall be
clearly stated In the written notice,
2.3. The County's sole ohligation in the event of termination is for payment for actual services
rendered by the Contractor before the effective date of termination. Under no
circumstances shall the County be liable for any future loss of income, profits, any
consequential damages or any loss of business opportunities, revenues, or any other
economic benefit contractor may have realized but for the termination and/or cancellation
of this Contract, The County shall not he obligated to pay Contractor any cancellation or
termination fee if this Contract Is cancelled or terminated as provided herein.
2.4. Contractor may terminate and/or cancel this Contract (or any part thereof) at any time
upon one hundred and eighty days (180) days written notice to the County, if the county
defaults in any obligation contained herein, and within the one hundred and eighty days
(180) notice period the county has failed or has not attempted to cure any such default.
The effective date of termination and/or cancellation and the specific alleged default shall
be clearly stated in the written notice.
2.5, Under no circumstances shall the County be obligated to pay the contractorfor any
Services rendered or Goods delivered which have not been invoiced, as required herein,
within sixty (60) days of the date such Goods were actually delivered to the County or
Services were actually rendered pursuant to this Contract.
§3. SCOPE OF CONTRACTOR'S SERVICES
3.1. The Contractor shall perform all services Identified and Itemized in Exhibit II: "Scope of
Contractor's Services" which is attached hereto and incorporated and made part of this
Contract,
3.2. Exhibit III describes the software support that will be provided by Contractor.
3.3. The Contractor and County both agree that the services provided under this Contract are as
a result of the County's rights to upgrades through the Support and Maintenance
Agreement. This Contract covers the rights and obligations of the Parties with respect to
the professional services provided by Contractor as described in Exhibit II, The Support and
Maintenance Agreement is a separate agreement whose terms apply to the provisions of
that contract. This Contract and the Support and Maintenance Agreement are separate
and distinct contracts and are not intended to be construed as one agreement.
§4. COUNTY PAYMENT OBLIGATIONS FOR CONTRACTOR'S SERVICES
4.1. Except as otherwise expressly provided for In this Contract, the County's sole financial
obligation to the Contractor for any Contractor services under this Contract shall be:
4.1.1. in no event, shall the County's amount due and owing the Contractor for any and
all services rendered exceed the amount Identified as the "NOTTO EXCEED
AMOUNT" on the first page of this Contract. In the event the Contractor can
reasonably foresee the total billings for its services will exceed this "NOT TO
EXCEED AMOUNT", the Contractor shall provide the County with notice of this
contingency at least fifteen (15) Days before this event.
OAKLAND COUNTY COMPLIANCE OFFICE � PURCHASING DIVISION
PROFESSIONAL. SERVICES CONTRACT NUMBER 004007
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COUNTY MICHIGAN
L. BROOKS PATTERSON-COUNTY EXECUTIVE
PURCHASING DIVISION
4.1.2. No more than once a month, the Contractor shall submit an invoice to the
County which shall itemize all amounts due and/or owing by the County under
this Contract, as the date of the Invoice. The Invoices shall he submitted in the
form requested by the County. The county shall have no obligation to make
payment until a proper invoice of service is submitted. The County reserves the
right to make partial payments on account of the amount due the Contractor as
the work progresses.
4.2, Under no circumstances shall the County be responsible forany cost, fee, fine, penalty, or
direct, indirect, special, Incidental or consequential damages Incurred or suffered by
Contractor in connection with or resulting from the Contractor's providing any services
under this Contract.
4.3. The County has the right to offset any amounts due and owing to the Contractor should the
County Incur any cost associated with this Contractthat is the obligations of contractor
under this Contract. This includes withholding payment in the amount of any County
provided equipment, supplies or identification badges that are not returned by Contractor
upon completion of the services provided under this Contract,
4.4. This Contract does not authorize any in -kind services by either Party, unless expressly
provided herein.
§5. CONTRACTOR'S ASSURANCES AND WARRANTIES
5.1. Contractorccrtifiesthata)Istatome nts, ass Lira nces, records, andmaterialssubmittedto
County in connection with securing this Contract have been truthful, complete and
accurate in all respects. Contractor agrees and understands that any material false
statement, representation or omission made In connection with Its seeking or obtaining
this Contract may be grounds for canceling or terminating this Contract and/or debarring
the Contractor from future County contracts. The County's right to cancel this Contract as
provided herein shall be In addition to any other rights the County has to terminate or
cancel this Contract.
5.2. Service Warrantv. Contractor warrants that all services performed hereunder will be
performed In a manner that complies with all applicable laws, statutes, regulations,
ordinances, and professional standards.
5.3. Business and Professional Licenses. The Contractor will obtain and maintain at all times
during the term of this Contract all applicable business and professional licenses necessary
to provide the contracted services.
5.4. Equipment and Supplies. The Contractor is responsible for providing equipment and
supplies not expressly required to be provided by the County herein.
5.5. Taxes, The Contractor shall pay, its own local, state and federal taxes, including without
[Imitation, social security taxes, and unemployment compensation taxes. The County shall
not be liable to or required to reimburse the Contractor for any federal, state and local
taxes or fees of any kind,
5.6. Contractor's Incidental Exnenses. Except as otherwise expressly provided in this Contract,
the Contractor shall be solely responsible and liable for all costs and expenses Incident to
OAKLAND COUNTY COMPLIANCE OFFI06 - PURCHASING DIVISION
PROFESSIONALSERVICES CONTRACT NUMBER 00400T
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COUNTY MICHIGAN
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
the performance of all services for the County Including, but not limited to, any
professional dues, association fees, license fees, fines, taxes, and penalties.
S.7. E-Verl
5.7.1. In accordance with Miscellaneous Resolution No.09116 (BOC Minutes, July 30,
2009, pp. 37-38), unless otherwise exempted, all service Contractors who wish
to contract with the County to provide services must first certify they have
registered with, will participate in, and continue to utilize, once registered, the E-
Verify Program (or any successor program implemented by the federal
government or its departments or agencies) to verify the work authorization
status of all newly hired employees employed by the Contractors. Breach of this
term or conditions is considered a material breach of this Contract.
5.7.2. Contractor's execution of this Contract constitutes a certification that they are
authorized to certify on behalf of Contractor and do hereby certify on behalf of
Contractor that the Contractor has registered with, has and will participate in,
and does and will continue to utilize once registered and throughoutthe term of
this Contract and any permissible extension hereof, the E-Verify Program (or any
successor program implemented by the federal government or its departments
or agencies) to verify the work authorization status of all newly hired employees
employed by the Contractor.
5.8, Contractor Employees.
5.8.1. Contractor shall employ and assign qualified Contractor Employees as necessary
and appropriate to provide the services under this Contract. Contractor shall
ensure all Contractor Employees have all the necessary knowledge, skill, and
qualifications necessary to perform the required services and possess any
necessary licenses, permits, certificates, and governmental authorizations as
may be required by law,
5.8.2. Contractor shall solely control, direct, and supervise all Contractor Employees
with respect to all Contractor obligations under this Contract. Contractor will be
solely responsible for and fully liable for the conduct and supervision of any
Contractor Employee,
5.8.3. All Contractor Employees shall wear and display appropriate County -provided
identification at all times while working on County premises. Contractor shall
return all County provided identification upon completion of the last day of
services provided under this Contract.
5.8.4. All Contractor Employees assigned to work under this Contract may, at the
County's discretion, he subject to a security check and clearance by the County,
518.5. All newly hired Contractor Employees, unless otherwise excluded under Misc.
Resolution No, 09116 must undergo employment eligibility verification through
the E-Verify system. Failure to verify newly hired employees is a material breach
of this Contract.
OAKLAND COUNTY COMPLIANCE OFFICE, PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER 004007
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COUNTY MICHIGAN
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
5.9, Contractor Emolovee-Related Expenses. All Contractor Employees shall be employed at
the Contractor's sole expense (including employment -related taxes and insurance) and the
Contractor warrants that all Contractor Employees shall fully comply with and adheres to
all of the terms of this Contract, Contractor shall be solely and completely liable for any and
all applicable Contractor Employee's federal, state, or local payment withholdings or
contributions and/or any and all Contractor Employee related pension or welfare benefits
plan contribution under federal or state law. Contractor shall indemnify and hold the
County harmless for all Claims against the County by any Contractor Employee, arising out
of any contract for hire or employer -employee relationship between the Contractor and
any Contractor Employee, including, but not limited to, Worker's Compensation, disability
pay or other Insurance of any kind,
5.10. Full Knowledee of service Exnectatlons and Attendant Circumstances. Contractor warrants
that before submitting its Proposal and/or entering into this Contract, it had a full
opportunity to review the proposed services, and review all County requirements and/or
expectations under this Contract. The Contractor is responsible for being adequately and
properly prepared to execute this Contract. Contractor has satisfied Itself In all material
respects that it will be able to perform all obligations under the Contract as specified
herein.
5.11. The Contractor's Relationshio To The Countv Is That Of An Indeoendent Contractor,
Nothing in this Contract is Intended to establish an employer -employee relationship
between the County and eitherthe Contractor or any Contractor Employee. All Contractor
Employees assigned to provide services under this Contract by the Contractor shall, in all
cases, be deemed employees of the Contractor and not employees, agents or sub-
contractors of the County.
§6. CONTRACTOR PROVIDED INSURANCE AND INDEMNIFICATION
6,1. Indemnification.
6.1.1. Contractor shall indemnify and hold the County harmless from any and all Claims
which are Incurred by or asserted against the County by any person or entity,
alleged to have been caused orfound to arise, from the acts, performances,
errors, or omissions of contractor or Contractor's Employees, including, without
limitation, all Claims relating to Injury or death of any person or damage to any
property.
6.1.2. The indemnification rights contained in this Contract are in excess and over and
above any valid and collectible insurance rights/policies, During the term of this
Contract, If the validity or collectabiiity of the Contractor's insurance is disputed
by the insurance company, the Contractor shall indemnify the County for all
claims asserted against the County and if the insurance company prevails, the
contractor shall indemnify the County for uncollectable accounts.
6,1.3, Contractor shall have no rights against the County for any indemnification (e.g.,
contractual, equitable, or by Implicatlon), contribution, subrogation, and/or any
other right to be reimbursed by the County except as expressly provided herein.
OAKLANO COUNTY COMPLIANCE OFFICE - PURCHASING DIVISION
PROFESSIONAL SERVICESCONTRACTNUMDER 004007
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frOAKLANDPF
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
C O U N T Y MICHIGAN PURCHASING DIVISION
"CONTRACTOR'S ASSURANCES AND WARRANTIES";
"CONTRACTOR PROVIDED INSURANCE AND INDEMNIFICATION";
"Damaee Clean UaTo Countv Prooertv and/or Premises";
"Audit";
'Severabillty";
"Governine Law/Consent To Jurisdiction And Venue"; and
"Survival of Terms And Conditions".
7.4, County Rleht to Suspend Services. Upon written notice, the County may suspend
performance of this Contract if Contractor has fa)led to comply with Federal, State, or Local
laws, or any requirements contained in this Contract. The right to suspend services is in
addition to the County's right to terminate and/or cancel this Contract. The County shall
incur no penalty, expense, or liability to Contractor if the County suspends services under
this Section.
73. No Third Partv Beneficiaries. Except as provided for the benefit of the Parties, this Contract
does not and is not intended to create any obligation, duty, promise, contractual right or
benefit, right to be indemnified, right to be subrogated to the Parties' rights in this
Contract, and/or any other right, in favor of any other person or entity.
7.6. comollance with Laws. Contractor shall comply with all federal, state, and local laws,
statutes, ordinances, regulations, insurance policy requirements, and requirements
applicable to its activities under this Contract.
7.7. Permits and Licenses. Contractor shall be responsible for obtaining and maintaining
throughout the term of this Contract all licenses, permits, certificates, and governmental
authorizations necessary to perform all of its obligations under this Contract and to
conduct business under this Contract. Upon request by the County, Cootractorshall
furnish copies of any permit, license, certificate or governmental authorizations necessary
to provide services under this Contract,
7.8. Discrimination. Contractor shall not discriminate against any employee or applicant for
employment because of sex, race, religion, color, national origin, or handicap in violation of
State and Federal law.
7.8.1. Contractor shall promptly notify the County of any complaint or charge filed
and/or determination by any Court or administrative agency of Illegal
discrimination by Contractor.
7.8.z. The County, in its discretion, may consider any illegal discrimination described
above as a breach of this Contract and may terminate or cancel this Contract
Immediately with notice.
7.9. Reservation of Riehts. This Contract does not, and Is not intended to impair, divest,
delegate, or contravene any constitutional, statutory, and/or other legal right, privilege,
power, obligation, duty, or immunity of the County,
7,10. Force Maleure. Notwithstanding any other term or provision of this Contract, neither Party
shall be liable to the other for any failure of performance hereunder if such failure is due to
OAKLAND COUNTY COMPLIANCE OFFICE. PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUM13ER 004007
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L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
any cause beyond the reasonable control of that Party and that Party cannot reasonably
accommodate or mitigate the effects of any such cause. Such cause shall include, without
limitation, acts of God, fire, explosion, vandalism, any law, order, regulation, direction,
action, or request of the United States government or of any other government, national
emergencies, insurrections, riots, wars, strikes, lockouts, work stoppages, or other labor
difficulties. Reasonable notice shall be given to the affected Party of any such event. The
Contractor is expected, through Insurance or alternative temporary or emergency service
arrangements, to continue its obligations under this Contract in the event of a reasonably
anticipated, insurable business risk such as business interruption and/or any Insurable
casualty or loss.
7.11. Conflict of Interest. Pursuant to Public Act 317 and 318 of 1968, as amended (MCL 15.321,
et seq.(, no contracts shall be entered into between the County, including all agencies and
departments thereof, and any County Agent, To avoid any real or perceived conflict of
Interest, Contractor shall identify any Contractor Employee or relative of Contractor's
Employees who are presently employed by the County. Contractor shall give the County
notice If there are any County Agents or relatives of County Agents who are presently
employed by Contractor.
7.12. Iran Linked Business_ Contractor certified that it is not an Iran Linked Business. Contractor
further certifies that it was not an Iran linked Business at the time that it submitted its bid
on a request for proposal for this Contract,
7.12.1. Contractor must promptly notify the County of Contractor becomes an Iran
Linked Business at any time during the term of this Contract Including renewals
or extensions.
7,12.2. The County may consider any change in Contractor's status to an Iran Linked
Business as a breach of this Contract and may terminate or cancel this Contract
Immediately with notice,
7.13. Damage Clean uD to Countv Pronertv and/or Premises, Contractor shall be responsible for
any unexpected and/or unnecessary damage to any County property, its premises, or a
County Agent that is caused by Contractor or Contractor's Employees. If damage occurs,
Contractor shall make necessary repairs and/or replacements to the damaged property to
the satisfaction of the County. If the cleanup cannot be completed to the County's
satisfaction, Contractor shall reimburse the County the actual cost for repairing or replacing
the damage property. The Contractor shall be responsible for assuring that all County and
municipal sites are restored to their original condition.
7.14. Contractor Use of Confidential information. The Contractor and/or Contractor Employees
shall not reproduce, provide, disclose, or give access to Confidential Information to any
third party, or to any Contractor Employee not having a legitimate need to know any such
information and data, and shall not use the Confidential Information for any purpose other
than performing its services under this Contract. Notwithstanding the foregoing,
Contractor may disclose the Confidential Information If required by law, statute or other
legal process; provided that contractor 0) gives County prompt written notice of an
OAKLAND COUNTY COMPLIANCE OFFICE - PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER 004007
Page 10
L. BROOKS PATTERSON-COUNTY EXECUTIVE
40AKLAND.-P OAKLAND COUNTY
COUNTY MICHIGAN PURCHASING DIVISION
impending disclosure, (11) provides reasonable assistance to County in opposing or limiting
the disclosure, and (ill) makes only such disclosure as is compelled or required.
7.14.1. This Contract imposes no obligation upon Contractor with respect to any
Confidential Information which Contractor can establish by legally sufflclegt
evidence: (i) was in the possession of, or was known by Contractor, prior to its
receipt from the County, wlthout'an obligation to maintain its confidentiality; or
(11) is obtained by Contractor from a third party having the right to disclose it,
without an obligation to keep such information confidential.
7.14.2. As used in this Contract, Confidential Information means all information that the
County is required or permitted by law to keep confidential.
7,15. Contractor Use of County Licensed Software. In orderfor the Contractor to perform its
services under this Contract, the County may permit Contractor or Contractor Employees
to access certain copyrighted Software licensed to the County. Contractor or Contractor
Employees shall not: transfer, remove, use, copy, or otherwise provide or make available
any such copyrighted Software or Documentation to any other person or entity, for any
purpose, without the prior written consent of the County and/or the licensor,
Furthermore, neither the Contractor nor Contractor Employee shall produce a source
listing, decompile, disassemble, or otherwise reverse engineer any copyrighted Software.
Neither the Contractor nor Contractor Employee shall use any copyrighted software
contrary to the provisions of any applicable Software license agreement or state or federal
law.
7.16. Grant Comolianee. If any part of this Contract Is supported or paid for with any state or
federal funds granted to the County, the Contractor shall comply with all applicable grant
requirements,
7.17, Proiect Managers. Each Party shall designate an employee or agent to act as a Project
Manager, The Project Managers shall serve as a contact point for all matters related to the
services to be performed under this Contract. The Contractor's Project Manager shall
coordinate with the County's Project Manager, the Contractor shall provide the name and
qualifications of Its Project Manager and an alternate.
7.18. Contract Administrator. Each Party may designate an employee or agent to act as Contract
Administrator. The County's Contract Administrator shall be responsible for such activities
as monitoring dellverables and funding addressing the quality of services provided by the
Contractor, reviewing Invoices and submitting requests to the County's procurement
authority for any contract modification in accordance with Section 7,27 of this Contract.
7.19. Disoute Resolution. All disputes arising under or relating to the execution, Interpretation,
performance, or nonperformance of this Contract involving or affecting the Parties may
first be submitted to the respective Project Managers and Contract Administrators for
possible resolution. The Project Managers and Contract Administrators may promptly
meet and confer in an effort to iesolve such dispute. If the Project Managers cannot
resolve the dispute In five (5) business days, the dispute may be submitted to the
signatories ofthis Contract or their successors in office. The signatories of this Contract
may meet promptly and confer in an effortto resolve such dispute.
CAKLANO COUNTY COMPLIANCE OFFICE -PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER 004007
Page 11
4 rOA K h % N D
COUNTY MICHIGAN
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
7.20. Access and Records. Contractor will maintain accurate books and records in connection
with the services provided under this Contract for thirty-six (36) months after end of this
Contract, and provide the County with reasonable access to such book and records.
7.21. Audit. Contractor shall allow the County's Auditing Division, or an independent auditor
hired by the County, to perform contract compliance audits with the authority to access all
pertinent records and interview any Contractor Employee throughout the term of this
Contract, and for a period of three years after final payment.
7.20.1 Contractor shall 'explain any audit finding, questionable costs, or other Contract
compliance deficiencies to the County within thirty (30) business days of
receiving the draft audit report. Contractor's written response shall include all
necessary documents and information that refute the draft audit report, and an
action plan to resolve the audit findings. A copy of the Contractor's response will
be included In the final report. Failure by the Contractor to respond in writing
within 30 business days shall be deemed acceptance of the draft audit report,
and will be noted In the final report,
7,22. Delegation /Subcontract/Assignment. Contractor shall not delegate, assign, or subcontract
any obligations or rights under this Contract without the prior written consent of the
County.
7,22.1. The rights and obligations under this Contract shall not be diminished In any
manner by assignment, delegation or subcontract.
7.22.2. Any assignment, delegation, or subcontract by Contractor and approved by the
county, must Include a requirement that the assignee, delegee, or subcontractor
will comply with the rights and obligations contained in this Contract.
7.22.3. The Contractor shall remain primarily liable for all work performed by any
subcontractors. The Contractorshall remain liable to the County for any
obligations under the Contract not completely performed by any Contractor
delegee or subcontractor.
7.22.4. Should a Subcontractor fail to provide the established level of service and
response, the Contractor shall contract with another agency for these services in
a timely manner. Any additional costs associated with securing a competent
subcontractor shall be the sole responsibility of the Contractor.
7.27.5. This Contract cannot be sold.
7.22.6, In the event that a Petition in Bankruptcy Is filed and there Is an assignment of
this contract by a Court, the County may declare this Contract null and void.
7,23. Non Exclusive Contract. No provision in this Contract limits,or is intended to limit, In any
way the contractor's right to offer and provide its services to the general public, other
business entities, municipalities, or governmental agencies during or after the term of this
Contract. Similarly, this Contract is a non-exclusive agreement and the County may freely
engage other persons to perform the same work that the Contractor performs. Except as
provided in this Contract, this Contract shall not be construed to guarantee the Contractor
or any Contractor Employee any number of fixed or certain number or quantity of hours or
services to be rendered to the County.
OAKLAND COUNTY COMPLIANCE OFFICE -PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER 004007
Page 12
40A K D % NnF
COUNTY MICHIGAN
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
7.24. No Imolled Waiver. Absent a written waiver, no act, failure, or delay by a Party to pursue
or enforce any right or remedy under this Contract shall constitute a waiver of those rights
with regard to any existing or subsequent breach of this Contract. No waiver of any term,
condition, or provision of this Contract, whether by conduct or otherwise, in one or more
Instances, shall be deemed or construed as a continuing waiver of any term, condition, or
provision of this Contract. No waiver by either Party shall subsequently affect its right to
require strict performance of this Contract.
7.25, Severability. If a court of competent jurisdiction finds a term, condition, or provision of this
Contract to be illegal or Invalid, then theterm, condition, or provision shall be deemed
severed from this Contract.'AII other terms, conditions, and provisions of this Contract
shall remain in full force and effect. Notwithstanding the above, if Contractor's promise to
indemnify or hold the County harmless Is found Illegal or invalid, Contractor shall
contribute the maximum It is permitted to pay by law toward the payment and satisfaction
of any Claims against the County.
7.26, Captions. The section and subsection numbers, captions, and any index to such sections
and subsections contained In this Contract are intended forthe convenience of the reader
and are not intended to have any substantive meaning and shall not be Interpreted to limit
or modify any substantive provisions of this Contract. Any use of the singular or plural
number, any reference to the male, female, or neutergenders, and any possessive or norl-
possessive use in this Contract shall be deemed the appropriate plurality, gender or
possession as the context requires,
7.27, Notices. Notices given under this Contract shall be in writing and shall either be personally
delivered, sent by express delivery service, certified mail, or first class U.S, mail postage
prepaid, and addressed to the person listed below. Notice will be deemed given when one
of the following occur: (1) the date of actual receipt; (2) the next business day when notice
is sent express delivery service or personal delivery; or (3) three days after mailing first
class or certified U.S, mail,
7.27,1, If notice Is sent to the Contractor, It shall be addressed to the address stated on
the first page of this Contract.
7,27,2.' If notice is sent to the County, it shall be addressed to the Contract
Administrator stated on the signature page of this Contract,
7,27.3, Either Party may change the address or individual to which notice is sent by
notifying the other party in writing of the change.
7.28. Contract Modifications or Amendments. Any modifications, amendments, recisions,
waivers, or releases to this Contract must be in writing and agreed to by both Parties.
Unless otherwise agreed, the modification, amendment, recision, waiver, or release shall
be signed by an expressly authorized Contractor Employee and by the same person who
signed the Contract for the County or other County Agent as authorized by the Oaldand
County Board of Commissioners.
7.29. Precedence of Documents. In,the event of a conflict between the terms and conditions in
any of the documents comprising this Contract, the conflict shall be resolved as follows:
OAKLAND COUNTY COMPLIANCE OFFICE - PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER 004007
Page 13
L. BROOKS PATTERSON-COUNTYEXECUTiVE
OAKILAND.a " OAKLAND COUNTY
COUNTY MICHIGAN PURCHASING DIVISION
7.29.1. The terms and conditions contained in this main Contract document shall prevail
and take precedence over any allegedly conflicting provisions in all other Exhibits
or documents,
7.30. Governine Laws/Consent to Jurisdiction and Venue. This Contract shall be governed,
Interpreted, and enforced by the laws of the State of Michigan, Except as otherwise
required by law or court rule, any action brought to enforce, interpret, or decide any Claim
arising under or related to this Contract shall be brought in the Sixth Judicial Circuit Court
of the State of Michigan, the 50th District Court of the State of Michigan, or the United
States District Court for the Eastern District of Michigan, southern Division, as dictated by
the applicable jurisdiction of the court, Except as otherwise required by law or court rule,
venue is proper in the courts set forth above, The choice of forum set forth above shall not
be deemed to preclude the enforcement of any judgement obtained In such forum or
taking action under this Contract to enforce such judgement in any appropriate jurisdiction.
7.31. Entire Contract, This Contract represents the entire contract and understanding between
the Parties. This Contract supersedes all other prior oral or written understandings,
communications, agreements or Contracts between the Parties. The language of this
Contract shall be construed as a whole according to Its fair meaning, and not construed
strictly for or against any Party.
7.32, Assignment of Rights, Inconsideration for the work Contractor performs under this
Contract, and the fees paid to Contractor for services, Contractor agrees to the following;
7.32,1. Contractor shall have no copyright, patent, trademark or trade secret rights in
County intellectual Property.
7.32,2. Any and all programs, inventions and other work or authorship developed by
Contractor while performing services to County are works made for hire, created
for and owned exclusively by County.
7.32.3. Contractor assigns to County all rights and Interest in County Intellectual
Property, which Contractor has made or conceived, or may make and conceive,
either solely or jointly with others, either on or off County premises (1) while
providing servicesto County, or (2) with the use of the time, materials or
facilities of the County.
7,32.4. Contractor shall sign any papers necessary for patents, copyrights or trademark
registrations to give title to County.
7.33. Confidential Information, Contractor acknowledges;
7,33.1. That the County is developing and using Proprietary Information and Intellectual
Property that is valuable to its operations. The County has instituted policies
and procedures to protect this information. In performance of its obligations
under this Contract, contractor may become acquainted with County Proprietary
Information and Intellectual Property,
7.33,2. Either during or afterthe term of this Contract, Contractor shall not disclose to
anyone or use any County Proprietary information and Intellectual property
disclosed to Contractor while providing services to County under this Contract.
OAKLANn COUNTY COMPLIANCE OFFICE -PURCHASING DIVISION
PROFFSSIONAL,SERVICES CONTRACT NUMBER 004007
Page 14
I CA K LA N D Pr -
COUNTY MICHIGAN
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
This obligation does not apply to information after it becomes generally known
to the public.
7.33.3, Contractor shall not disclose anv Intellectual Prooertv belonelne to a third oartv
that Contractor learns about by virtue of orovidiho services to the Countv.
OAKLAND COUNTY COMPLIANCE OFFICE- PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER 004007
Page 15
40A K LA N D
COUNTY MICHIGAN
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
The undersigned executes this Contract on behalf of Contractor and the County, and by doing so legally
obligates and binds Contractor and the County to the terms and conditions of this Contract.
FOR THE
l' V
DATE: r- A4411 k) ADIq
appeared in person before me his day and executed this Contract on
behalf of Contract randach owledgedtomeunder oath that
���.JxtLL has
taken all actions and secured any and all necessary approvals and authorization and has tie requisite
authority from Contractor to fully and completely obligate and bind Contractor to the terms and conditions
of this Contract and any and all other documents incorporated by reference and also acknowledged to me
under oath having been provided with copies and having read and reviewed all Contract documents
including all documents Incorporated by reference.
Subscribed and sworn to before me on this
FOR THE COUNTY:
K' day ofU 4
Notary Public States€ !0�
Z11i Cee
My Commission Expires: /✓//f
Acting in the c IBty of filt64i0
I r il7L0
BY: ./1t.+ DATE: Off" 09 ' ,XOI 7
Pam Weipert, Complian fficer
Oakland County Purchasing Division
APPROVED AS TO SCOPE OF CONTRACTOR SERVICES:
BY:
Sh . r erC ief W es
DATE: /— �—/!
Oakland County Water Resources Commissioner
One Public Works Dr Bldg 95 West
Waterford MI 48328
OAKLAND COUNTY COMPLIANCE OFFICE. PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER 004007
Page 16
1r0,AKLAND.2;;;r
COUNTY MICHIGAN
L. BROOKS PATTERSON-COUNTY EXECUTIVE
OAKLAND COUNTY
PURCHASING DIVISION
EXHIBIT I
CONTRACTOR INSURANCE REQUIREMENTS
1. At all times during this Contract, including renewals or extensions, Contractor shall obtain and maintain
insurance according to the following specifications:
a. Commercial General Liability - with the following as minimum requirements:
$3,000,000 — Each occurrence (Total Limit)
Occurrence Form Policy
Broad Form Property Damage
Premises/Operations
Independent Contractors
Products and Completed Operations
(Blanket) Broad Form Contractual
Personal Injury- Delete Contractual Exclusion
Additional Insured: The County of Oakland and County Agents (as defined in this
Contract);
b. Workers' Compensation - as required by law and $500,000 Employer's Liability;
c. Automobile Liability and Property Damage - $1,000,000 each occurrence, including coverage for all
owned, hired and non -owned vehicles including No Fault coverage as required by law;
d. Professional Liability/Errors & Omissions Insurance (as applicable) - with minimum limits of
$1,000,000 per claim and $1,000,000 dollars aggregate,
2. General Certificates of Insurance:
a. All Certificates of Insurance shall contain evidence of the following conditions and/or clauses and
shall be sentto: The County of Oakland and County Agents, Oakland county Purchasing Division, 2100
Pontiac Lake Road, Bldg 41W, Waterford, MI 48328-0462 or fax 248-858-1677.
b, The County of Oakland and County Agents (as defined In this Contract) shall be named as "General
Liability" Additional Insured with respect to work performed bythe Contractor,
c. All Certificates are to provide 30 days written notice of material change, cancellation, or non-
renewai, Certificates of Insurance or insurance binders must be provided no less than ten (10) working
days before commencement of work to the Oakland County Purchasing Division. Insurance carriers are
subject to the approval of Oakland County.
OAKLAND COUNTY COMPLIANCE OFFICE - PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER 004007
Page 17
Exhibit W Scope of Contractors Services
(Statement of Work)
Oakland County Water Resources Commissioner
NorthStar Version 6.4 Upgrade
NORTHJSTAR'
UTILITIES SOLUTIONS
K
NOPIN�SIPA'
Page 7
TABLE OF CONTENTS
1 Introduction...............................................................................................................................4
1.1 objective ........................................................................................................................................4
2 Service Description.....................................................................................................................5
2.1 Areas within Scope_- ..... I—, ...... ................. I...".— .... ...... I ........... ...................................
5
2.2 Areas out of Scope.........................................................................................................................9
3 Estimated Timeline ................. ............ .................. ...........................................................
I-- .... 10
4 Service Deliverable Acceptance Process.....................................................................................11
5 Change Management Process........................................................................................................12
6 Fees & Payment Schedule.........................................................................................................13
6.1 Fees.............................................................................................................................................13
6.2 Payment Schedule......................................................................................................................15
6.3 Travel and Living Expenses..........................................................................................................
15
7 Termination..............................................................................................................................17
8 Project Assumptions.................................................................................................................18
8ANorthStar6A Upgrade Project................... —........................ .... :...... ......... ........
.......................... 18
8.2 Pontiac Data Merge Project ....... .............. :............................ ......... ............. ........
........................ 19
9 Document Acceptance and Signoff.............................................................................................20
1 AppendixA-NorthStar6.4—Typical Hardware Recommendations..............................................21
1,1 ' Software Platform......................................................................................................................
21
1.2 Hardware Platform.....................................................................................................................22
KY
IIagI1�5i1q'
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I INTRODUCTION
Oakland County Water Resources Commissioner, herein referred to as OCWRC, requires an upgrade of
their billing system from NorthStarversion 6.2.9 to NorthStar version 6.4. NorthStar 6.2.9 and NorthStar
6A share the same core business logic and leverage the years of Investment both OCWRC and NorthStar
have made In your current CIS/billing system.
The billing engine and many of the processes will not be affected by the upgrade, However, significant
Improvements have been made to NorthStar's encryption model to bring it up to date with current
standards and addresses vulnerabilities In the old design such as where security keys are stored and
where the encryption/decryption logic resides. The introduction of the new encryption will require a
"conversion" of sensitive data Into the encrypted format, the configuration of a new bank file template
and thorough testing.
NorthStar 6.4 offers a range of new functions designed to bring the power and value of automation Into
your hands. For example,
an Automation platform lets you schedule and run routine tasks —such as Issuing bills, creating
service orders and verifying meter data —on regular or event -driven bases,
a configuration -driven At -A -Glance screen displays capsule summaries of the current states of
any accounts on your NorthStar CIS system database and according to your distinct
requirements, and
NorthStar 6.4 Automation also features a series of back -end process and technology improvements that
enhance performance and stability in the most demanding environments.
In addition to upgrading the NorthStar CIS to version 6.4 OCWRC will be taking over 20,000 Water
accounts for the City of Pontiac, MI. As a result, OCWRC will engage the services of NgrthStar to merge
the Pontiac Customer data from the legacy billing system into their existing NorthStar 6.4 database.
The purpose of this document is to provide information on the features and value of NorthStar 6.4, as
well as the merge of the Pontiac Customers, along with the level of effort associated with the upgrade
and merge activities.
1.1 Objective
This Statement of Work (SOW) defines the work to be performed by NorthStar for OCWRC CIS NorthStar
6.2.9 to NorthStar 6.4 upgrade, as well as the data merge project, This SOW includes a high level
timeline, fees, and otherterms and conditions specific to the services requested by OCWRC.
Page 4
2 SERVICE DESCRIPTION
2.1 Areas within Scope
2.1.1 Upgrade Scope
The scope of this statement of work Is to upgrade OCWRC's CIS NorthStar 6.2.9 to NorthStar 6.4.
Integration Points that will be ported to the NorthStar 6.4 environment are:
• Equinox Meter Reading System
• CltyWorks Work Orders System
• PeopleSoft General Ledger
• NorthStar eCARE Web Portal; including eeilling
• NorthStar Executive Information System
• NorthStar eDOCs
Upgrade Notes:
• NorthStar's add -on applications (eCARe, EIS and mCARe) run on Microsoft server(s) and access
the billing system directly, The upgrade to NorthStar 6.4 will not have a direct Impact on these
applications and they will not require an upgrade or change, A test environment will be
established for the add-ons and configured to point to the NorthStar 6,4 database. This will
facilitate add-on/Nstestingand acceptance'duringthe implementation.
2.1.2 Upgrade Approach
A NorthStar Project Manager (PM) will be the primary point of contact for OCWRC on the NorthStar 6.4
upgrade. The PM has the overall accountability to successfully deliver the services required for a
successful version 6 Upgrade within agreed upon timeframe and budget. The project team will directly
report to the PM and the PM will have the authority and support to manage the project team In the best
interest of the project. The PM is also accountable for the following high-level project activities:
i The NorthStar PM will interface with OCWRC assigned PM.
• Conduct regular internal project meetings to ensure that all aspects of the project are
understood by the team and that progress and risks are properly reported.
• Conduct regular project meetings With OCWRC.
• Review of project status, schedule, risks, resources as well as any other issues that may affect
the success the project,
The NorthStar 6.4 upgrade methodology that will be leveraged for this, engagement consists of 2 main
areas: Project Management and Upgrade Management where each has associated (where applicable):
Page 5
• Processes / checklists / matrices that define how to operate;
• Deliverables that are formal outputs that require OCWRCsign-off;
• Work products that are outputs produced as part of the work required to achieve the desired
engagement goals; and
• Tools / assets that are leveraged to produce defined outputs,
The Project Management area defines how Engagements are managed. It Includes;
• Communication/status management aimed atestgblishing Internal and external
communications as well as monitoring and communicating engagementstatus and effortspent;
• Relationship management aimed at measuring the pulse of Customers and partners;
• Work management aimed at capturing and monitoring effort, cost and work to be performed;
• Scope management aimed at defining and controlling project scope;
• Risk management aimed of planning, mitigating, tracking and monitoring risks,
• Deliverable/Acceptance management aimed at ensuring that expected deliverables are delivered
and accepted; and
• Financial/Contract management aimed at monitoring project financal health.
The Upgrade delivery management area defines the Northstar upgrade phases and associated work
products and deliverables that are part of this engagement, The NorthStar 6.4 upgrade phases are the
following;
xunmN�A^. Page 6
a production
environment and
tronsttlon support to the
operquons team. ,
2,1.3 NorthStar Training Provided
All upgrade activities, Including training, to be performed remotely, unless otherwise requested.
Northstar Product Orientation Session:
The Product Orientation session is held, via webex sessions, with the Core user group as the first stage
of the setup portion of the upgrade implementation project. The objective of the orientation session Is
to Introduce the users that have been working on the Northstar 6.2.9 software to the new version of the
product, Northstar 6.4. There will be time spent on initiation to the navigation of the application, as
well as a reviewing the business processes specific to each utility.
Northstar will Include an overview of the new automation platform as part of the standard upgrade
training, and If OCWRC chooses to move forward with Implementing the platform there Is an additional
charge (see Optional Services under Section 6 - Fees & Payment Schedule.
End User rroining:
The End User training is held with the group of end users, via webex sessions, that will be working with
the application once It is live. As some of these users will not have taken part in the Product Orientation
session, this is the first area of focus for the training sessions. After the orientation is completed,
training Is targeted to the areas that are specific to the day-to-day work of the end users attending the
training session. Agendas for the training are created in collaboration with the client prior to the
training sessions, and may include some of the following topics; Security Setups, User Interface
Enhancements, cashiering and CARe,
2.1,4 Oakland County Water Resources Commissioner Upgrade Responsibllltles
Following are the key responsibilities of OCWRC under this agreement:
N
NIWN AI'
Page 7
1. Ensuring that underlying Infrastructure for NorthStar 6.4 is acquired and Installed by the required
time per agreed upon project plan (Note: Minimum specifications for servers and workstations
should be discussed and agreed upon at commencement of project.)
2, Installing server(s) with appropriate network connectivity.
3. Installing operating system and partition disk space.
4. Installing database software.
S. Creating users at the operating system level.
6, Configuring peripheral devices (printers, scanners, cash drawers, etc.).
7, Installing VPN connection.
8. Testing hardware components and environment.
9. Assisting with upgrade testing.
10. Conducting User Acceptance testing.
11. Assist with End User training which will be led by NorthStar on an as required basis
12. Lead Go -Live activities
2,1.5 Pontiac Data Merge Scope
• Create a new TEST/Conversion instance for the purpose of validating the merged
Pontlac/OCWRC data. This Instance will NOT be used for any other OCWRC testing.
• Create a program to convert the Pontiac data Into OCWRC's NorthStar CIS.
• Create secondary import/export translation files for Badger Meter Reading system,
• Provide validation testing support to the OCWRC Team.
2..2.6 Oakland County Water Resources Commissioner Pontiac Data Merge Responsibilities
1. Coordinate data extracts with the City of Pontiac on behalf of NorthStar.
2. Perform any new set ups required as part of the Pontiac data merge.
1 Each time a new conversion Is run Into the TEST/Conversion database, OCWRC will need to run a
backup of their LIVE database and load it into TEST/Conversion database prior to the conversion
of the Pontiac data.
4. Provide NorthStar with data mapping for the Pontiac data: Le., bill codes, category codes, stat
codes.
5. Perform testing and data validation.
Page a
n
2.1.7 Engagement Completlon Crfterlo
Engagement is deemed completed once upgraded application has been deployed to the live
environment for twenty business days and that any Priority 1 items raised during that period have been
resolved.
Priority l— Urgent or High Priority . System Down (Software Appllcation,Hardware, operatingsystem, Data base)
•
Impacts C,ritfcaI Business Punctlon without a workaround:
Performance Issues of severe nature Impacdhgcrltical processes.,
Priority 2—Medium Priority .
System errors that have workarounds
Impact to business function is not Murat:
Perfa'rmance Issues not impacting critical processes
-
•. 'Usability Issues "
Workstation connectivity Issues (Workstation specific)
Priority 3 - Low Priority ..
Minimal or no Impact to critical business function
' •
'; Report formatting issues
Training questions, how to, or implementing new processes "
Aesthetic Issues
issues with workarounds, for large majority of accounts
"
Recommendations for enhancement's on system changes
Questions on documentation
2.2 Areas Out of Scope
Anything in this section and not listed in the above "Areas within Scope" Is considered out of scope for
this SOW. Specific Items that are currently out of scope of this engagement Include:
• Business Process Review
• Additional User training if deemed required above End Usertraining
• Post Live Refresher training If deemed required following Go -live
• Professional Services related to data archive and purge activities
• Any configuration changes or modifications resulting from the Pontiac data
HOP/afrhA'
page9
3 ESTIMATED Tim ELINE
The estimated duration of this engagement is approximately 7 months. The possibility and feasibility of
a reduced duration will be evaluated during the upgrade definition phase as it will depend on what
needs to be parted to 6.4, availability of resources and involvement of OCWRC.
There are a number of factors to be considered that may have an associated un-planned increase In
effort and will therefore impact the project schedule. These factors are typically not determined until
project kick-off and will be a key input into the final go -live date. These factors include:
Custom Modifications:
• All custom modifications with user -interface elements need time allocated for coding.
• Some NorthStar programs will require modification if the database is changing as part of the
scope of the upgrade.
• The number of custom modifications that need to be ported to the new environment will
have an impact on the time associated with coding and testing.
• Data:
• Data clean-up (if required) by OCWRC.
• Amount of data — consideration needs to he given to the amount of historical data required
and how long It will take to obtain the data.
• Peripherals;
ryp��i�stAm
Page 10
If OCWRC has special print handling — paper source, special commands, this will create
additional effort,
+ An increase or replacement of equipment with the upgrade ().e. cash drawer),
4 SERVICE DELIVERABLE ACCEPTANCE PROCESS
If applicable, at specified milestones throughout the engagement, NorthStar will deliver completed
Service Deliverables ("Deliverables") for review and approval. Where applicable, deliverables shall be
reviewed within 5 business days from the time of submittal for acceptance. The use or partial use of any
deliverable constitutes acceptance of that deliverable. Feedback supplied after the review period will be
evaluated as a potential change of scope and shall follow the Change Management Process outlined in
this SOW.
The Service Deliverable Acceptance Process Is described below,
+ Submisslon of Deliverables -The NorthStar PM, or his designee, will prepare a Service
Deliverable Acceptance Form (and forward with the respective deliverable to the designated
Customer representative for consideration.
+ Assessment of Deliverables - The Customer representative will determine whether the
deliverable meets the requirements as defined In this SOW and that the deliverable Is
complete.
• Acceptance / Rejection - After reviewing, the Customer will either accept the deliverable (by
signing and dating the Service Deliverable Acceptance Form) or will provide a written reason
for rejecting it and will return the Service Deliverable Acceptance Form to the NorthStar PM.
• Correction of Service Deliverables - NorthStar will correct in -scope items identified with the
deliverable. NorthStar will submit a schedule for making changes to the deliverable within
two (2) business days of receiving a rejected Service Deliverable Acceptance Form. Once
NorthStar corrects all previously identified In -scope Issues, the deliverable will be deemed
accepted.
+ Monitoring and Reporting - The NorthStar PM will track deliverable acceptance. Updates on
deliverable acceptance will be included in the status report and discussed In the status
meeting. Service deliverable acceptance issues that cannot be resolved will be escalated.
Page 11
5 CHANGE MANAGEMENT PROCESS
. Customer and Northstar may propose changes to this SOW addressing services falling outside the
scope of services described in this SOW ("Change'). The change control form must be used for all
change requests. NorthStar shall have no obligation to commence work In connection with any change
until the fee and schedule impact of the change Is agreed upon in a written amendment to the
Contract is signed by the designated representatives from both parties as provided In the contract.
Upon a request for a change, NorthStar shall submit the change on our standard change control form
describing the change, Including the impact of the change on the schedule, fees and expenses. The
Change Management Process thatwill be employed is defined below:
• Identify and document proposed change
• Assess Impact of proposed change
• Estimate required effort and costof proposed, change
• submit change control for approval or disapproval
• communicate change control decision
• If change control is approved:
o Assign responsibility
o Monitor and report progress
Within 5 consecutive business days of receipt of the change control form, Customer shall either Indicate
acceptance or rejection of the proposed change by signing the change control form or any other period
of time mutually agreed to by the parties. If NorthStar Is advised not to perform the change, then
NorthStar shall proceed only with the original services. In the absence of Customer acceptance or
rejection of the change control, Northstar will not perform the proposed change.
W
Page 12
6 FEES & PAYMENT SCHEDULE
6.1 Fees
Licensing*
Softwarefor
uescrlptlon
Unitcost
Mt.Dlscognt
Quantity
Total
NorthStar Customer Information& Billing Including
$60000
030000)
1
$30,000
Service Orders
NorthSiareCARECustomer Web Portal
$9,000
($4,500)
1
$4,500 1I
North$tareBliling
$3,000
($1,500)
1
$1,500 1
NorthStar EIS
$3,000
($1,500}
1
$1,500 1
NorthStar eDocs
$2,000
($11000)
1
$1,000
GUI Client License
$600
I 5
$3,000
License Total
$77,600
($38,500)
$41,500
*Annual maintenance cost increase to be detailed within a. separate NorthStor Support &
Maintenance Agreement, Note, Maintenance pricing applies to the unit cost not the discounted end
value.
Phase I
OCWRC Version 6.2.9 to Version 6.4 Upgrade
Description
ProjectMonagement
NorthStar 6.41nstall0lon
NorthStar 6.4 "What's New"Training
+ Validation Testing Support
integration Testing support
Go -Live Cut Over*
Upgrade Go -Live Support
create OCWRCNorthstor 64 Test instance
Total
$12,000 1
$4,800 1
$3,000 1
$14,7001
$6,000 1
$6,300 1
$1.2,000
$1,800
Project Total 390 1 }60,600
*As this work must be performed over a weekend an after-hours premium applies to this service.
Estimated
Effort(Hours)
80
32
20
98
40
28
80
12
Hourly Rate
$150
$150
$150
$150
$150
$225*
$150
$150
Onsite Refresher Training- $8,400 per site, plus travel expenses, to be billed as incurred
W
HoxinYrRc
Pape 13
OCWRC has the option of having 5 days of onsite time with a NorthStar Application Consultant to
perform NorthStar training and consulting as part of the upgrade to version 6.4. This will also include 1
day of preparation time and 1 day of follow up post-onsite visit.
Automation Platform: Custom Workflow Rules - $6,000 per site, plus travel expenses, to be billed as
Incurred
NorthStar will provide 40 hours of consulting services to assist OCWRC in reviewing their business
processes and data validation to Identify areas that would benefit by implementing the automation
platform. For example; meter reading validation automatically generating service orders and letters
based on user defined variance criteria. This service offering includes identifying the process(es) to be
automated, a review of the business process to define the requirements, configuration and testing the
rule solution. The complexity of the rules Identified will determine the number that can be completed
during the allotted time. Additional services can be purchased if desired.
Mzation Review— $8,400 per site; plus travel expenses to be billed as Incurred
The objective of the Utilization Review is to assess the Utility's current business processes, as well as
review all custom modifications and Interfaces developed for the Utility on NorthStar 6.2.9 and Identify
areas where process changes could be implemented to maximize software utilization with NorthStar 6.4.
This session will involve the Utility's power users and/or managers working with the NorthStar
Consultant reviewing the way their business is operating with the NorthStar CIS and Identifying where
process changes can improve efficiencies. This may result in taking advantage of newer features
available in NorthStar 6.4, that weren't available when the process was initially developed and rolled
out. It may also result in identifying and working through problem areas that affect the Utility's day to
day operations. Modifications may be Identified that could enhance the Utility's efficiencies and save
time and money over the long term, should they choose to move forward with their development,
NorthStar ReportsAnvwhgK —To Be Determined
In the event that OCWRC purchases NorthStar Reports Anywhere as part of the upgrade process,
NorthStar services can be purchased to assist with porting existing Coghos Impromptu Reports into the
NorthStar embedded reports
Phase 11
Pontiac Data Merge
Estimated
Description
Effort (Hours)
Hourly Rate
Total
Project Management
16
$150
$2,400
MergerDeflnNon9,Planning
32
$150
$4,800
Create Merge Test Instance
12
$150
$1,800
Rodger Meterfieadfnginterface
40
$150
$6,000
conversion Programming
32
$150
$4,800
Conversion Validation
16
$150
$2,400
Customer Testing Support
32
$150 !
$4,8001
Go -Live cut over*
12
$225*
$2,700
Post LIVESupport
16
$150
$2,400
W
NAxill„SiAX`
Page 14
Project Total 208 I $32,100
*As this work must be performed over a weekend an after-hours premium applies to this service.
6.2 Payment Schedule
The NorthStar fees for the scope described In this Statement of Work is $134,200 USD, including
$41,500 In licenses and $92,700 in services, based on fixed price plus any travel and logistics (W) which
may be required, Any travel time will be billed atSSo&c
OCWRC will be invoiced based on the following payment schedule;
Phase I - NorthStar 6.4 Upgrade;
License Fees
1. 100% of NorthStar license fees due on contract signing ($38,500)
2. 100% of Third Party license fees due on contract signing ($3,000)
Services Fees
1. 50%on contract signature ($30,300)
2, 20%on Based Solution Installed within the OCWRC's non -production environment ($12,120)
3. 15%on End user -Training Delivered ($9,090)
4. 10%on Go -Live ($6,060)
S. 5% on Project Close Out ($3,030)
Phase II - Pontiac Data Merge:
1. 50% on contract signature($16,050)
2. 25%Is due upon delivery of initial data cut to TEST/Conversion database ($8,025)
3. 15% is due 30 days from delivery of initial data cut ($4,815)
4. 10% is due upon LIVE cut -over. ($3,210)
Invoices are payable on receipt,
Any mutually agreed upon change controls will he billed at $200/hr. when Incurred.
6.3 Travel and Living Expenses
The above mentioned fees do not include any travel and per diem expenses incurred for on -site visits
required for this engagement. Any travel time will be billed at S5o&_r. OCWRC shall also pay or
reimburse travel expenses plus a per diem reasonably incurred In furtherance of Northstar duties
hereunder.
W
ADAMlbiep'
Page 15
NorthStar agrees to book airfare, car rental and hotel accommodations In accordance with OCWRCs
corporate travel policy. NorthStar further agrees not to book any travel without the expressly written
prior consent from OCWRC,
NOPtN�StNM'
Page 16
7 TERMINATION
Unless NorthStarand/or Oakland County Water Resource Commissioner exercises its right to terminate
this SOW due to material breach or default, NorthStar must provide, and OCWRC must purchase,
services from NorthStar forthe items defined within this SOW.
If OCWRC and/or NorthStar exercises its right to terminate this SOW due to material breach or default,
or Customer and/or NorthStar terminates this SOW without cause,
Customer's obligation includes the following:
1. Provide notice of 10 calendar days for termination without cause;
2. Return the software to NorthStar and certify, under the hand of a duly authorized officer of
the organization, that all copies of the software or any part thereof, in any form, within the
possession or control of the Organization have been returned to NorthStar. (if applicable)
3. Complete payment for services performed and expenses incurred priorto termination
including:
a. Any amounts previously Invoiced but unpaid;
b. Fees for services performed through the termination date which has not been
invoiced; and
c. Any approved Travel and Living costs.
NorthStar's obligation includes the following:
1. Provide notice of 10 calendar days for termination without cause;
2. Refund to OCWRC any fees that have not been earned under this SOW through the
termination date.
Page 17
8 PmEaASSUMPTIONS
8A NorthStar 6.4 Upgrade Project
The services, fees and delivery schedule for this engagement are based upon the following assumptions:
1. Any items not explicitly Identified withiri this document are considered out of scope. Any
changes to those responsibilities and/or deliverables will be considered a change In scope for
the engagement, Any proposed change to the engagement scope must be put Into written
format and be submitted to NorthStar during this engagement for review and consideration.
2. This engagement currently has, and will continue to have, the support of senior OCWRC
management and will be assigned sufficient priority with respect to other project to ensure Its
success.
3. OCWRC will assign a lead to act as an internal resource and guide throughout this engagement.
4. OCWRC will secure the appropriate staff in a timely fashion in order to discuss or review the
various materials produced when required,
S. OCWRC will provide access and support from the IT group and any other stakeholder, as
deemed necessary by NorthStar throughout this engagement.
6. OCWRC agrees to facilitate any required Corporate logistics for the fulfillment of this agreement.
7. OCWRC will provide the appropriate remote access to its network, facilities, and systems as may
be required to perform activities from one of NorthStar's locations. NorthStar shall abide by all
rules and directions of OCWRC when accessing the OCWRC's network, facilities orsystems.
S. All documentation provided by OCWRCshall be up-to-date and accurate or if that is not the
case, advise NorthStar as such.
9. All hardware, software, and network components supplied by OCWRC are working properly and
are free of defects and will meet minimum hardware standards provided during the
engagement.
10, All third -party software and hardware products are assumed to perform correctly in OCWRC
environment, in accordance with the appropriate third -party vendor's specifications.
12. To minimize project costs, majority of project work will be performed at one of the NorthStar's
locations except for project activities such as training where face-to-face is deemed more
effective,
12. Price does not include OCWRC approved Travel and Living expenses that may be required as
part of the delivery of the engagement, (i.e. Air, car rental, gas, per diem and hotel) NorthStar
will work with OCWRC to identify most cost effective accommodations for OCWRC's On -Site
activities that are mutually agreed upon.
13. Price for this proposal is based upon DCWRC obtaining all hardware and assoclated
operating/database systems.
14, The number and complexity of the custom modifications included In OCWRC's current system
must be fully assessed before the project schedule can be finalized as this will affect the effort in
the Construction and Validation phases. "this assessment will take place during the Upgrade
Definition phase of the engagement.
N
MORINIf]AA'
page 18
15. OCWRC data provided will be complete and clean, It is the responsibility of OCWRC to clean data
If deemed required due to the identification of inaccurate entries.
16. There are 3 data refreshes included (Initial, refresh, f/nalj. Any requests for additional data
refreshes will be considered at an additional cost/schedule impact to the project,
17, All data refreshes will be performed during regular business hours, with the exception of Live
cut -over which will be performed over a weekend,
18, Transition Readiness Phase Is one week.
19. OCWRC Is responsible for preparing the underlining IT Infrastructure (hardware installation,
operating system, and network connectivity) and supply the required servers.based on the
minimum server specificatlons. This must be in -place per agreed upon project plan.
20. OCWRC is responsible to provide the Testing and Production environment.
21, Any new add-ons (mcARe, eCARe, etc.) currently not within the North Star 6.2.9 environment
will be considered at an additional cost and effort.
8.2 Pontiac Data Merge Project
1. There is sufficient space available on OCWRC's system to create the new TEST/Conversion
database. Once conversion Is complete NorthStar will remove this additional instance.
2. No new services will need to be created as part of the data merge project.
3, No new Interfaces or interface configurations will be required for the Pontiac/OCWRC merger
project; I.e.; handhelds, bill print, lockbox.
4. There will be three data cuts performed as part of the Pontiac/OCWRC merger project; the
Initial cut forvalidation purposes, the refresh to validate fixes made to the conversion program
and the final cub over upon Go LIVE. Additional cuts can be provided on a time and materials
basis.
S. LIVE cut -over will be performed over a weekend
Nanrxlnnx
Page 19
9 DOCUMENT ACCEPTANCE AND SIGNOFF
Accepted on this day by:
Oakland County Water Resources Commissioner NorthStar Utilities Solutions
By: By:
Name: Name:
Title: Title:
Date: Date:
Page 2.0
I APPENDIX A- NORTHSTAR 6.4--TyPICAL HARDWARE RECOMMENDATIONS
1.1 Software Platform
NorthStar CIS v6.4 Application Server No rthStar CIS v6.4 Database Server
• Windows 2008 64 Bit SQL Server 2008 R2
• JBOSS 5.1
• Tomcat6.0 Reports AnyWhere Server
• Java 6 • Windows 2008 Standard 64 bit
a
Northstar CIS v6.4 Client Computer
Customer I Connect Server
• Windows XP (32 or 64)
• Windows 2008 Standard 64 bit
• Windows 7 (32 or 64)
Postgress SQL 9+ will be installed and
• JRE 6.0
configured by NorthStar as part of the
• Microsoft Office 2010
implementation process.
• SymantecAntivirus10.1.5,5000
Apache Tomcat 6+, Also installed and
configured by NorthStar,
• The production environment will require
the purchase of a certificate from a
central authority (CA) to ensure that the
application can be configured for use on
a secure port for SSL.
Monrxt�iAn' Page 21
1.2 Hardware Platform
NorthStarCIS v6.4Application Server
• Quad Xeon Processor
• 16GB Memory
• 4 X 146GB 15K SAS Drives
Northstar CIS v6.4 Prod Database Server
• Quad Xeon Processor
• 32GB Memory
• 8 X 146GB 15K SAS Drives
*'"Note —Having the application and
database residing on one server is also a
recommended configuration though the
memory wilt need to he increased to a
minimum 48GB in a single server
configuration.
NorthStarCIS Production Extension Server
(Reports Anywhere)
• Dual Xeon Processor
• 16GBMemory
• 2 X 72GB 15K SAS Drives
N
HanrN�s1"P'
Northstar CIS Production Extensioh server
(Customer l Connect)
• Dual Xeon Processor
• 326B Memory
• 500GB 15K SAS Drives
Northstar CIS v6.4 Client Computer
• Dual Core CPU (Intel Core2, AMD
Phenom..,)
• 40GB hard drive (or higher)
• 2GB Memory
Page 22
Exhibit III
AP JO
Software Support Standard
Guidelines
The purpose of'this document is to provide our customers with information
on ortr standard coverage and the services which are included as part of
your software support.
Harris reserves the right to make modtfications to this document as required.
2-
Standard Support and Maintenance Services
The services listed below are services that are included as part of your software support
contract.
• 800 Toll Free Telephone support
• Software for Life
- Guaranteed Support on your existing applications for life
- Cost effective upgrade solutions
• Scheduled assistance for installations, upgrades & other special projects (there may
be charges depending on the scope of work)
• Technical troubleshooting & issue resolution
• E-mail support call logging and notification
• Free FIarris eSupport access 24/7 with the following on-line benefits:
- Log & close calls
- View & update calls
- Update contact information
- Access published documentation
- Access available downloads
- Access Support knowledge base
- Participate in Discussion Forams
- Report on rnetiics
• Standard software releases and updates
Defect corrections
Planned enhancements
State and/or Federal mandated changes (charges may exist depending on scope)
Payroll regulated changes
Participation in BETA program
Release notes
• Limited training questions (15 minute guideline)
• Customer Care Program
- Technical support bulletins
- Communication on new products and services
• Basic project management services on occasion
• Design review for potential enhancements or custom modifications
• Participation in Regional User Group Meetings
• Participation inNorthStar Webinars
• Input & rotation through Executive Steering Committee
• Annual Customer Conference
November, 2013
-3-
Billable Support Services
The services listed below are services that are out of scope of your software support
contract and are therefore considered billable services.
• Extended telephone training
• Forms redesign or creation (includes Bill Prints, Notice Prints and Letters).
• Setup & changes to handheld interface or creation of new interface
• Setup of new services or changes to services ( PAP, ACH, ate)
• File imports/exports - Interfaces to other applications
• Refi'eshes, backups, restores, setting up test areas
• Setup of new printers, printer setup changes
• Custom modifications (reports, bills, forms, reversal of customizations)
• Setting up additional Companies / Agencies / Tokens / General Ledgers
• Data conversions / global modification to setup table data
• Database maintenance, repairs & optimization
• Extended Hardware & Operating System support
• Upgrades & support of third party software
• Installations / re -installations (workstations, servers)
Test Databases & Environments
Harris recommends that all customers maintain an independent Test Environment for
testing purposes. This allows customers the opportunity totest fixes, modifications, new
business processes and/or scenarios without risking any potentially unwanted changes to
the live environment. The creation of Test Databases & Environments is a billable
service, quotations & incremental maintenance rates will be provided on request.
Rates
Rates are subject to change on an annual basis, quotations will be provided for all billable
services.
November, 2013
4-
Response Times
Response times will vary and are dependant on the priority of the call. We do our best to
ensure that we deal with incoming calls in the order that they are received, however calls
will be escalated based on the urgency of the issue reported. Our response times are as
follows:
Priority 1: 0 - 4 hours
Priority 2: 1 - 8 hours
Priority 3: 1 - 24 hours
HelpDesk Hours
Our standard hours of support are from 8:00 a.m, ET to 8:00 p.m, ET, Monday to Friday,
excluding designated statutory holidays, Support is available from 8:00 p,m. ET through
to 8:00 a.m. ET and is billable on an hourly basis.
Weekend assistance is available and must be scheduled in advance,
Holiday Schedule
Below is a listing of Canadian & US Statutory Holidays. Please note that Harris Support
Services will be closed on designated days as outlined below, support will be available on
all Canadian holidays when there is no US corresponding statutory holiday,
New Year's Eve
Early Closure
New Year's Day
Closed
Presidents Day / Family Day
Closed
Labor Day
Closed
Christmas Eve
Early Closure
Christmas Day
Closed
Boxing Day
Early Closure
November, 20I3
is
Call priorities
In an effort to assign our resources to incoming calls as effectively as possible, Harris has
identified three types of call priorities, 1, 2 & 3. A Priority 1 call is deemed by our
support staff to be an Urgent or High Priority tali, Priority 2 is classified as a Medium
Priority and Priority 3 is deemed to be a Low Priority. The criteria used to establish
guidelines for these calls are as follows;
Priority 1— High
• System Down
• Inabilityto process bills
• Program errors without workarounds
• Incorrect calculation errors impacting a majority of records
• Aborted postings or error messages preventing data integration and update
• Performance issues of severe nature impacting critical processes
• Hand-held interface issues preventing bi)ling
Priority 2 - Medium
• System errors that have workarounds
• Calculation errors impacting a minority of records
• Reports calculation issues
• Printer related issues (related to interfaces with our software and not the printer itself)
• Security issues
• III issues not preventing billing
• Performance issues not impacting critical processes
• Usability issues
• Workstation connectivity issues (WS specific)
Priority 3 - Low
• Report formatting issues
• Training questions, how to, or implementing new processes
• Aesthetic issues
• Issues with workarounds for large majority of accounts
• Recommendations for enhancements on system changes
• Questions on documentation
November, 2013
u
Call Process
All issues or questions reported to Support Services are tracked via a Support Call, our analysts
can not provide assistance unless a support call is logged. Our current process for logging calls
is as follows.
Place a support call through one of the following methods:
1) eSupport at httn://sunoort.haniscomt)uter.com
2) Email to: NorthStarSupport@harriscomputer.com
3) Phone to: 866-450-6696 matt 1
4) Fax to: 613-226-3377 contact person, software product &
version, module and/or menu selection, nature of issue
➢ Your call must contain: Your company name, detailed description of your question or
issue, Batch #, Journal #, Account # (if applicable) support call reference # (See
Customer Log Form)
➢ Harris eSupport or the Support Coordinator will provide you with a Call ID to track your
issue and your call will be logged into our support tracking database (Clientele).
➢ Your call will be stored in a queue and the first available support representative will be
assigned to deal with your issue.
➢ As the support representative assigned to your call investigates your issue, you will be
contacted and advised as to where the issue stands and the course of action that will be
taken for resolution. If we require additional information, you will be, contacted by the
assigned support representative to supply the information required,
➢ All correspondence and actions associated with your call will be tracked against the call
in our support database. At any time, log onto eSupport to see the status of your call.
➢ Once your issue has been resolved, you will receive an automated notification by email
that your call has been closed, This email Will contain the entire event history of the call
from the time the call. was created leading up to the resolution of the call. You also have
the option of viewing both your open and closed calls on-line through eSupport.
➢ If the issue needs to be escalated to a programmer, your issue will be logged into our
Development database and you will be provided with a Jira # to track the progress of
your development issue. At this time, your support call will be placed on hold and the
Jira # provided will become your new reference #, your Jira will remain open until your
issue has been completely resolved. Issues escalated to Development will be scheduled
for resolution and may not be resolved immediately depending on the nature and
complexity of the issue,
➢ Contact the support department at your convenience for a status update on your
Development Sha, or log onto eSupport to view your Jira on-line.
November, 2013
Escalation Procedures
If at any time you are not completely satisfied with the resolution of your issue, you are
encouraged to escalate within Support Services, as follows:
Level 1: Team Lead, Support Services (any of):
Diane Vieson
dviesonnn.northstatutilities,com
888.847-7747 ext, 2012
Dave Kinney
oolatthv2northstaivtilities.com
888-847-7747 ext. 2031
Peter Platthy
nolatthv(ia,northstarutilities.com
888-847-7747 ext, 2160
Level2. Director, Support Services
Paul Mullins
pmullin O.northstatutilities.corn
888 847 7747 ext. 2015
Level 3: Executive Vice President,
Ken Mayes
khaves(@,nortfistarotilities.coin
256-686-1278
Connection Methods
To ensure we can effectively support our clients, we ask that a communication link is
established and maintained between our two sites. It is the client's responsibility to
ensure the connection is valid at your location so that Harris can connect to your site and
resolve the issue at hand. Our supported methods of connection are:
I. VPN (Microsoft)
2, RAS (Dial Up)
3. Terminal Services (backup connection needed for file transfers)
4. Direct Internet
5. Direct Connection (Modem)
November,2013
a-
THMD PARTY SUPPORT
Standard Third Party Support and Maintenance Services
For those clients with maintenance on 3`d party products, Harris will provide support as described
below. Harris provides 1" he support for all Yd party products listed below and will escalate to
the vendor if required. please note that 3`d party installations & preventative maintenance
services are not included as pail of your maintenance unless otherwise indicated below.
• Informix (Standard Engine & Online Engine databases)
Troubleshooting of database related issues
ODBC installation & connection to Harris databases
Updating database to support new Harris software releases
Entitlement to new Informix software shipments
Initial Informix installation & configuration
• GUI
Entitlement to new OUT software releases
- installation & configuration
- I" line support for troubleshooting GUI related issues
• Report Writer (Impromptu) - Administrator & User License
- initial installation & configuration of Impromptu software,
- Set tip of Impromptu and establishing a connection with the NorthStar software
Limited assistance in utilizing standard report writer functionality (1 S min, max.)
• ReportWriter-DataDictionary
- Updates to catalog which reflect changes in NorWtar upgrades
- Assistance in locating information within the catalog
- Direction on an existing report (a copy of the report is needed)
Billable 3rd Party Services
• Upgrades & installations (other than at time of initial purchase)
• Report Writer upgrades & installations (other than at time of initial purchase)
• Re-establishment of ODBC conuection if connection was lost due to actions of non -Hams
personnel,
• ODBC connections to other 31d panty products
• Creation & modification of reports
• Report Writer training
November, 2013
f0AKhVND.7F--
COUNTY MICHIGAN
Water Resources Commissioner
L BROOKS PATTERSON - OAKLAND COUNTY EXECUTIVE
OAKLAND COUNTY PURCHASING
AMENDMENT / CHANGE ORDER
OF CONTRACT 004007
AMENDMENT01
AMENDMENT DATE: February 13, 2014
JED
This AMENDMENT / CHANGE ORDER OF CONTRACT (hereafter this "Amendment') is made and entered
into by and between the Contractor named and identified below, (hereafter "Contractor") and the COUNTY
OF OAKLAND (hereafter "County") whose address is 2100 Pontiac Lake Rd, Waterford, MI 48328.
CONTRACTOR
HARRIS COMPUTER SYSTEMS
Vendor:6060
ADDRESS
7 1 ANTARES DRIVE STE 400
I OTTAWA ON K2E BC4 CAN
The County and Contractor agree and acknowledge that the purpose of this Amendment Is to modify as
provided herein and otherwise continue the present contractual relationship between the Parties as
described in their current contractwilh the same contract number as above.
In consideration of the extension of the mutual promises, representations, assurances, agreements, and
provisions in the Contract and this Amendment, the adequacy of which Is hereby acknowledged by the
Parties, the County and Contractor hereby agrees to amend the current Contract as follows:
1.0 The County and Contractor agree that any and all defined words or phrases in the current Contract
between the parties will apply equally to and throughout the amendment.
2.0 The Parties agree that any and all other terms and conditions set forth in the current Contract
between the Parties shall remain in full force and effect and shall not be modified, excepted,
diminished, or otherwise changed or altered by this Amendment except as otherwise expressly
provided for in this Amendment.
3.0 Description of Change:
Add/Update the following contract items as described in Attachment A (page 3)
For and in consideration of the mutual assurances, promises, acknowledgments, warrants,
AMENDMENT/ CHANGE ORDER OF CONTRACT 004007 J7
Page 1 Rev 2012.11.21 � �
frOAKL
L. BROOKS PATTERSON - OAKLAND COUNTY EXECUTIVE
OAKLAND COUNTY PURCHASING
COUNTY MICHIGAN
representations, and agreements set forth In the Contract and this Amendment, and for other good
and valuable consideration, the receipt and adequacy of which is hereby acknowledged, the
undersigned hereby execute this Amendment on behalf of the County, and Contractor and by doing
so legally obligate and bind the County and Contractor to the terms and conditions of the Contract
and this Amendment.
FOR THE COUNTY OF OAKLAND:
SIGN: f,
Pamela L. Weipert, CPA CIA
Compliance Officer
DATE*
CLA
Or
Scott N. Guzzy, CPPO, MBA
Purchasing Administrator
FOR THE CONTRACTOR:
HARRIS COMPUTER SYS EMS
Print Name
Title
Email Aildress
DATE: Z/ 11
r
AMENDMENTI CHANGE ORDER OF CONTRACT 004007
Page 2 Rev 201211.21
ATTACHMENT A
NORTHISTART"
UTILITIES SOLUTIONS
A D-Won of Harris Cmpaer Sytems
Year Alai lfemance. iq�.areemeent Schedule — Pontiac
i3! 9i^ s�O F 6W h'I�y
��"-.�.pr
ii ?.c'.l`:.,5 +�m4'. l,FtiFi'F.'�;
a>;S itlz`�fk-:;. �..«,:.1(i{. a:. :•c'fir.e.'v-Fiv �M''
. i ..
NorthStar CIS 1 513,200 $14, 784 S14:7S4
SI4,784
S14,784
eCare L 1980 2,218 2-218
2,218
2,218
eBilling 1 660 7 i39
739
739
L
$ab•Total ProprieUrp 1 SI"m 817,741 S17,74I
317,741
S17,741
\Ininteanrce
ma ign`:_.- !".vmm id{mm;?i %$j v uni':k`ii'4�'"x "`."•kai*_'Z.V
GUI License 7 S463 8517 S517 $517 .S517
Reports Anywhere 1 2200 2464 1464 2464 2464
Sub -Total Third Parry 52,662 $1,931 52,98I 52,98I S!,981
\Imw.ouce
TOTAL SOFTWARE S18,o02 S20,722 $19.722 S10,722 $20,712
MAMENA\ CF
Change Order— Oakland Courny WRC Maintenance Agreement T
July 26, 2013
ATTACHMENT A
NORTHISTART"
UTILITIES SOLUTIONS
A Ovklon of Ha k C-lAef SWoon
5 Year'Alaintenn nee agreement Schedl ile - Oakland C�ollntl-`AW:
?fN { P� ,1
.;nd,
HorthStor CIS
1
35'_,239
S52,239
S52,239
$52 _39
$32,239
acme
1
10,380
10,580
10,580
10,580
10 580
06110ng
1
1,322
1,322
1,312
1,322
1,322
EIS
1
3,969
3,968
3,968
3,968
3,968
Elevorl CC API
1
11165
1.165
1.163
1.165
1_,1_65
Sub -Total Propr:lohq
S69,374
S69,374
S69,374
S69,374
$6P,37J
'kimuhnance
1-f;,��3wd�9+1'15%7if ImW1.i-M& :�f4Y'
1�,WPSTI i� I..
`��{! �:.j� :e':?�-.i
4
c114'[��[P w CS tnllt:an,vi I
W
(i�ni!�15S.�S}yll j ri-wtMO N
GUI License
30
V,277
52,2'f7
$2,27-7
52,277
S2,277
Report Wetter
1
3,134
3,134
3,134
3,134
3,184
Cognos-User
1
164
264
264
264
264
Cognos -Admin
1
199
299
399
299
299
Sub-Tofnl TLirtl Party
Sc,974
54,974
Sc,974
56$74
56,974
lfaioteunncc
TOTAL SOFTWARE S76,30 57s;343 S16,3Js 576,348 05,34s
31U-NTE\-k\CE
Change Order- Oaklnnd County WRC Ma InIonance Agreement 1
July 26, 2013
®AKLAND" m OAKLAND COUNTY EXECUTIVE, L. BROOKS PATTERSON
C O U N T Y M I C H I G A N
COMPLIANCE OFFICE Compliance Office I Purchasing
PURCHASING 248-858.0511 1 purchasing@oakgov.com
WRC EJT
AMENDMENT OF CONTRACT 004007
AMENDMENT 02
AMENDMENT DATE: December 28, 2018
This AMENDMENT OF CONTRACT (hereafter this "Amendment") is made and entered into by and between
the Contractor named and identified below, (hereafter "Contractor') and the COUNTY OF OAKLAND
(hereafter "County") whose address is 2100 Pontiac Lake Rd, Waterford, MI 48328.
CONTRACTOR
Harris Computer Systems
Vendor Number: 6060
ADDRESS
1 Antares Drive Ste 400
Ottawa, ON K2E 8C4 CAN
The County and Contractor agree and acknowledge that the purpose of this Amendment is to modify as
provided herein and otherwise continue the present contractual relationship between the Parties as
described in their current contract with the same contract number as above.
In consideration of the extension of the mutual promises, representations, assurances, agreements, and
provisions in the Contract and this Amendment, the adequacy of which is hereby acknowledged by the
Parties, the County and Contractor hereby agrees to amend the current Contract as follows
1.0 The County and Contractor agree that any and all defined words or phrases in the current Contract
between the parties will apply equally to and throughout the amendment.
2.0 The Parties agree that any and all other terms and conditions set forth in the current Contract
between the Parties shall remain in full force and effect and shall not be modified, excepted,
diminished, or otherwise changed or altered by this Amendment except as otherwise expressly
provided for in this Amendment.
3.0 Description of Change:
Extend contract expiration date from 12/31/2018 to 12/31/2021
Add revised Attachment A to the contract referencing 3 year pricing schedule.
Add $317,718.00 to the contract Not to Exceed (NTE) amount.
The contract NTE will change from $725,000.00 to $1,042,718.00
AMENDMENT OF CONTRACT 004007
Page 1 Rev 2015/12/02tv2l
COUNTY MICHIGAN
COMPLIANCE OFFICE
PURCHASING
OAKLAND COUNTY EXECUTIVE, L. BROOKS PATTERSON
Compliance Office ( Purchasing
248-858-0511 ( purchasing@oakgov.com
For and in consideration of the mutual assurances, promises, acknowledgments, warrants, representations,
and agreements set forth in the Contract and this Amendment, and for other good and valuable
consideration, the receipt and adequacy of which is hereby acknowledged, the undersigned hereby execute
this Amendment on behalf of the County, and Contractor and by doing so legally obligate and bind the
County and Contractor to the terms and conditions of the Contract and this Amendment.
THE CONTRACTOR:
THE COUNTY OF OAKLAND:
cjs
SIGN / DATE: /C61tl-2h /SIG I-21�l
V.11111WK. — a'.,,,.1m
Harris Computer Systems
SIGN / DATE:
Pamela L. Weipert, CPA CIA, Compliance Officer
or
Scott N. Guzzy, CPPO, MBA, Purchasing Administrator
AMENDMENT OF CONTRACT 004007
Page 2
Rev 2015/12IO2(v2)
�NORTHIsTAR-
UTILITIES SOLUTIONS
ATTACHMENT A
3 Year Maintenance Agreement Schedule — Oakland County Water
Quantity_ Software,Matntenance
1 EIS Maintenance
1 Ecare
1 NorthStar
1 Elavon Credit Card API
1 chilling
1 Meter Exchange
1 NorthStar- Pontiac
1 eCare - Pontiac
1 ebllling - Pontiac
1 GUI Maintenance
1 Reports Anywhere
1 GUI Maintenance- Pontiac
1 Paymentus API Mod support
-2421-
___ Curren--
4°% - -_ _
_ Oi -_- � I- ---a" -
3,968.00
_�_ _
4,126.72
4,291.79
4,463.46
10,580.00
11,003.20
11,443.33
11,901.06
52,239,00
54,328.56
56,501.70
58,761.77
1,165.00
1,211.60
n/a
n/a
1,322.00
1,374.88
1,429.88
1,487.071
2,750.00
2,860.00
2,974.40
3,093.381
14,784.00
15,375.36
15,990.37
16,629.99
2,218.00
2,306,72
2,398.99
2,494.95
739.00
768.56
799.30
831.27
2,277.00
2,368.08
2,462.80
2,561.32
5,897.00
6,132.88
6,378.20
6,633.32
517.00
537,68
559.19
581.55I
210.00
218.40
227.14I
$ 98,456.00
$ 102,604.24 $
105,448.35
$ 109,666.28 1
Oakland County Water 3 Year Maintenance Schedule
MISCELLANEOUS RESOLUTION' #18396 November 14, 2018
BY: Commissioner Philip Weipert, Chairperson, Planning and Building Committee
IN RE: WATER RESOURCES COMMISSIONER — HARRIS COMPUTER SYSTEMS CONTRACT
EXTENSION
To the Oakland County Board of Commissioners
Chairperson, Ladies and Gentlemen;
WHEREAS the office of the Water Resources Commissioner's Billing Services Unit utilizes a software
application called NorthStar for billing water and sewer customers on behalf of certain Oakland County
communities; and
WHEREAS the contract for the NorthStar software is between Oakland County and Harris Computer
Systems; and
WHEREAS the contract with Harris Computer Systems was first entered into on July 1, 2008 and a second
contract was entered Into on December 17, 2013 and is set to expire December 31, 2018; and
WHEREAS pursuant to the current contract Harris Computer Systems provides maintenance for the
NorthStar software application; and
WHEREAS the office of the Water Resources Commissioner needs Oakland County to extend this contract
to December 31, 2021 so that it can work with Oakland County Information Technology to seek competitive
bids for a replacement utility billing solution as part of the Water Resources Commissioner's approved
2019-2020 Master Plan project; and
WHEREAS the Water Resources Commissioner's office needs to ensure that the new utility billing solution
is active before the contract for the current NorthStar software application ends; and
WHEREAS maintenance for the NorthStar application can only be provided by Harris Computer Systems;
and
WHEREAS the office of the Water Resources Commissioner has negotiated a three year contract extension
with Harris Computer Systems at a four percent increase per year; and
WHEREAS the negotiated cost for continuing maintenance brings the contract "not to exceed" amount to
$311,889; and
WHEREAS the Purchasing Terms and Conditions state in Section 2400,E Duration of Contracts and under
Procedure states "The Board of Commissioners shall approve contracts beyond five years."
NOW THEREFORE BE IT RESOLVED that the Oakland County Board of Commissioners hereby approves
that the contract for the NorthStar software application with Harris Computer Systems is extended for an
additional three years to December 31, 2021 with a four percent cost increase per year and a "not to exceed"
amount of $311,889.
Chairperson, on behalf of the Planning and Building Committee, I move the aoption of the for�
rgoin`g
resolution.
Weipert, District #8
g and Building Committee
PLANNING AND BUILDING COMMITTEE
Motion carried unanimously on a roll call vote.
0
From:
Caitlin Freemark
To:
Basch Nancy
Subject:
RE: NorthStar Contract Extension
Date:
Friday, September 10, 20214:18:13 PM
Attachments:
imaae001.ona
imaae002.0na
maae005.ona
imaoe008.ona
imaoe726728.pna
HI Nancy,
Do you agree to the below?
Thanks,
Caitlin
2 Year Renewal
Quantity Software Maintenance/Product
2022
2023
1 EIS Maintenance
4,642.00
1
4,827.68 1
1 Ecare
12,377.10
12,872.19
1 NorthStar
61,112.24
63,556.73
1 Elavon Credit Card API
-
1 ebilling
1,546,55
1,608.42
1 NorthStar- Pontiac
17,295,19
17,987.00
1 eCare - Pontiac
2,594.75
2,698.54
1 ebilling- Pontiac
864.53
899.11
1 GUI Maintenance
2,663.77
t
2,770.32
1 Reports Anywhere
6,898.66
111
7,174,60 I
1 GUI Maintenance - Pontiac
604.82
629.011
1 Paymentus API Mod support
236.22
245.67
REST AN (new July 012021`
8,346.00
8,679,84
Lockbox Implementation maintenance (new
762.66
793,171
$ 119,944.49
$124,742.281
Caitlin Freemark
Regional Account Executive N O R T H ISTAR"'
p +1 613-519-8618
Toil Free: 1-844-888-9904
E. CFreemark@hamscomputer com UTILITIES SOLUTIONS
www.northstanutilities.com
Connect with us:
This message has been sent on behalf of a company that is part of the Harris Operating Group of Constellation Software Inc.
If you prefer not to be contacted by Harris Operating Group please notify us.
This message is intended exclusively for the individual or entity to which it is addressed This communication may contain information
that is proprietary, privileged or confidential or otherwise legally exempt from disclosure If you are not the named addressee, you are not
authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please
notify the sender immediately by e-mail and delete all copies of the message.
From: Basch, Nancy <baschn@oakgov.com>
Sent: September 10, 2021 11:18 AM
To: Caitlin Freemark <CFreemark@harriscomputer.com>
Subject: ]EXTERNAL] RE: NorthStar Contract Extension
CAUTION This email originated from outside of the organization. Do not click links or open attachments unless you
recognize the sender and know the content is safe.
Caitlin,
I'm working on getting the necessary approvals to get our contract extension request to the Board.
One of the things I noted is that the pricing doesn't add up and this is most likely due to rounding. Is
there any way you can produce a quote that adds up exactly to the totals? This will be reviewed by a
number of fiscal employees and this would be easier for us to get this done if everything lines up
nicely.
I thank you in advance for this — it's much appreciated.
Thanks,
Nancy
Nancy Basch
Business Systems Manager
J-bWRC
One Public Works Drive
Waterford MI 48328
hasrhn(9loaknov.com
O: 248-868-5106
M: 248-804-2383
From: Caitlin Freemark <CFrPPmark(@Ina rriscmmntiter com>
Sent: Thursday, August 26, 202112 17 PM
To: Basch, Nancy <haschn(@oakeov_com>
Cc: Kasanic, Mike <I<asanicm(@nakeov com>
Subject: RE: NorthStar Contract Extension
Hello Nancy,
Attached is the two year pricing extended from the agreement attached. In previous years I
understand that support has provided the numbers and Oakland has added the numbers to the
amendment. Is this the process you wish to follow again this year?
Quantity Software Maintenance/Product
1 EIS Maintenance
1 Ecare
1 NorthStar
1 Elavon Credit Card API
1 ebilling
1 NorthStar- Pontiac
1 eCare - Pontiac
1 ebilling - Pontiac
1 GUI Maintenance
1 Reports Anywhere
1 GUI Maintenance - Pontiac
1 Paymentus API Mod support
REST API (new July 012021)
Lockbox Implementation maintenance (new
March 2021)
Thanks,
Caitlin
Caitlin Freemark
Regional Account Executive
p; +1 613-519-8618
Toll Free: 1-844-888-9904
E: CFreemnrk(aU)harriscomnuter com
www_ norfhsta mtil ities.com
2 Year Renewal
2022
2023 1
4,642.00
4827.68
12,377.10
12:872,19 1
61,112.24
63,556.73
1,546.55
17,295,19
2,594.75
864.53
2,663.77
6,898.66
604.82
236,22
8,346.00
1,608.42
17,987.00
2,698, 54
899.11
2,770.32
7,174.60
629.01 1
245,671
8,679.841,
762.66 793.17
$ 119,944,48 $ 124,742.26
NORTNISTAW
UTILITIES SOLUTIONS
Connect with us:
This message has been sent on behalf of a company that is part of the Harris Operating Group of Constellation Software Inc.
If you prefer not to be contacted by Harris Operating Group please notify us
This message is intended exclusively for the individual or entity to which it is addressed. This communication may contain information
that is proprietary, privileged or confidential or otherwise legally exempt from disclosure. If you are not the named addressee, you are not
authorized to read, print, retain, copy or disseminate this message or any part of it If you have received this message in error, please
notify the sender immediately by e-mail and delete all copies of the message.
From: Basch, Nancy<baschn(a)oakeov.com>
Sent: August 20, 20214:35 PM
To: Caitlin Freemark<CFreemerl<(a)harriscomnuter.com>
Cc: Kasanlc, Mike <kasanicmro)oakeov.com>
Subject: [EXTERNAL] RE: NorthStar Contract Extension
(AU RON. This email originated from outside of the organization. Do not click links or open attachments unless you
recognize the sender and know the content is safe.
Caitlin,
In order to give us enough time to make sure that everything is correct, we would need NorthStar's
items by September 1. Is that possible?
Thanks,
Nancy
Nancy Basch
Business Systems Manager
RC
One Public Works Drive
Waterford MI 48328
baschn@gpkctov.rom
0: 248-858-5106
M: 248-804-2383
From: Caitlin Freemark <CFreamarkio)harriscomnLit er.cnm>
Sent: Friday, August 20, 2021 2:21 PM
To: Basch, Nancy <baschn(@nal(EOV.COm>
Cc: Kasamc, Mike <kasanicm(@oakeov_com>
Subject: RE: NorthStar Contract Extension
Hello Nancy,
I can absolutely assist with this matter. I have forwarded this matter to our VP of Support for action.
May you please confirm when the board will review this item, and I will ensure the date aligns
accordingly?
Thanks,
Caitlin
Caitlin Freemark
Regional Account Executive
P: +1 613-519-8618
Toll Free: 1-844-888-9904
E. CFreemark(aharriscomouter.com
www northstarutilnies_corn
NORTHjSTAW
UTILITIES SOLUTIONS
Connect with us:
This message has been sent on behalf of a company that is part of the Harris Operating Group of Constellation Software Inc.
If you prefer not to be contacted by Harris Operating Group please notify us
This message is intended exclusively for the individual or entity to which it is addressed. This communication may contain information
that is proprietary, privileged or confidential or otherwise legally exempt from disclosure. If you are not the named addressee, you are not
authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please
notify the sender immediately by e-mail and delete all copies of the message.
From: Basch, Nancy <baschn(@oakgov.com>
Sent: August 18, 2021 2:08 PM
To: Caitlin Freemark <CFreemark(a)harriscomouter rom>
Cc: Kasanic, Mike <kasani(m(@oakFov com>
Subject: tEXTERNAL] NorthStar Contract Extension
CAUTK)N. This email originated from outside of the organization. Do not click links or open attachments unless you
recognize the sender and know the content Is safe.
Caitlin,
I'm reaching out to you to start a discussion regarding the extension of Oakland County's current
contract with NorthStar. The contract is scheduled to expire on December 31, 2021 and the County
would like to extend it for an additional two years to December 31, 2023. As you are aware, the WRC
continues to evaluating bids for a new utility billing solution. We do not contemplate completing the
bid process, negotiating a new contract, and implementing the system by the end of this year.
I am proposing to extend the contract via an amendment that will preserve our current contract
terms and conditions while amending the contract pricing to include two additional annual
payments.
The WRC is required to seek approval from the Oakland County Board of Commissioners for this
extension. To accomplish this, we need to present the following to the Board:
1. An email from NorthStar indicating that it is prepared to accept ail current contract terms and
conditions and amend the contract for an additional two years. This email should be sent by a
person authorized to extend NorthStar's contract with Oakland County.
2. A quote with pricing for the additional two years. The quote must be valid (not expired) at the
time the board considers the request for an extension. Further, all fees identified in the quote
must then be incorporated into the contract.
Can you provide assistance with this matter?
Thanks,
Nancy
Nancy Basch
Business Systems Manager
WRC
One Public Works Drive
Waterford Al 48328
baschn(ftakawcom
0: 248-858-5106
M: 248-804-2383
Inabe
To n Jr... Re.
fa:ael be,
$uhjat Nalthrm UntmR AmerWmen[ fora, aJtllM1onal l veers
nah. TueNay, August 31,2021314'32 Py
♦mbehro rib: mses"rests an.
HI Nancy,
My name is Sean Sykes, NorthStars Vice President of Sales, I am writing as an authorized representative of Norl to confirm ourwlllingness to accept all current
contract terms and conditions In Ism'.1:11004007 and amend It for an additional two years.
Thank you
Sean
Sean Sykes
Vice Presided, Sales & Marketing
e :1 oil 114arl.
TO File 1 hati-Belli
E F e[A,Iranserevedw rvn '
wuu nairlslaMlAeeiwm
eaaaeclwehbs94 a Al
fre mbeenor xelsaga has been sent on behalf s tympany leaf ee peal or the Hams peanuts umup or eon a talon SnrMreaInc
you bece net to be corseaa by Hams opem4nq crab, of
This mesaag erIbntlM a yea,lvch, be lh. boadbal as ablele to wblM cis addeovea This wane.¢ tgnmay cnnleb mlonnatnn lM1al is propnelaly, pnnbge0 orunetlenualor olllwwse legally e�Bmpl rmnrlisabsnra Ilymram nl the named atla ressee. you bra nbl aulhoneeJto reaoall pnnl,retain, ropy oraissemmale trio messagx deny pa0 n(e Ilybu harereetivM this mrusvgeln error Vlvol,n ,tey-abser lmmetlmislV lrYe min his]Eekle mples of no off'o'e
From: Basch, Nancy L,— fire,
Sent: 6uglmt 18, 2021 2.08 PM
To:Cardin Frarmark=r'Fi r„malk,d arno an.eflo., n.y
Cc: Kaneda, Mike; ky.'tlgolmolk.r s., M,
Subject: [EXTERNAL] Notlh$tsr Contract Extension
II I I I I I emae olienared from beelde of the urgan¢ahon De notclick links oro,en aVachmxnts unless you rptngmze the sender and know the content is safe
Carthu,
I'm reaching oat to Von to start a deoUlllan regarding the extension of Oakland Ceers", current contract wrth NorthStar The colt is scheduled to expire on December
31, 2021 and the County would like to extend It for an additional two yearst, December 31, 2023 As you are aware, the WRC continues to evaluating bids for a new utility
bikingsolubmn We do not contemplate completing the bid process, negotiating a new contract, and Implementing the Vesper bvthe end of this year
I am proposing to extend the contract via an amendment that will preserve our current contract terms and conditions while amending the contract pricing to include two
additional annual payments
The V/HCis r,qualsd to seek approval from the Oakland County tyi of Commissloners fortheexteoaton. To accomplish this, ore need to present the brifar gm the
Board
1 An email from NorthStar mdicatmgthat it is prepared to accept all current contract terms and conditions and amend the contract for an additional two years This
email should be sent by a person authorized to extend NorthStai's contract with Oakland County
2. A quote with pnnngforthe additional two years The chain must he valid (act expired) at the time the hoard considers the request for an extension Further, all fees
Identified in the quote roust then be incorporated into the contract
Can You provide assistance with this rectory
Thanks,
Nancy
qo,AKLANDF�
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
COUNTY MICHIGAN
COMPLIANCE OFFICE Compliance Office I Purchasing
PURCHASING 24M58-0511 I purchasing@oakgov.com
WRC EJT
AMENDMENT OF CONTRACT 004007
AMENDMENT03
This AMENDMENT OF CONTRACT (hereafter this "Amendment") is made and entered into by and between
the Contractor named and identified below, (hereafter "Contractor") and the COUNTY OF OAKLAND
(hereafter "County") whose address is 2100 Pontiac Lake Rd, Waterford, MI 48328.
CONTRACTOR
Harris Computer Systems
Vendor Number: 6060
ADDRESS
1 Antares Drive Ste 400
Ottawa, ON K2E 8C4 CAN
The County and Contractor agree and acknowledge that the purpose of this Amendment is to modify as
provided herein and otherwise continue the present contractual relationship between the Parties as
described in their current contract with the same contract number as above.
In consideration of the extension of the mutual promises, representations, assurances, agreements, and
provisions in the Contract and this Amendment, the adequacy of which is hereby acknowledged by the
Parties, the County and Contractor hereby agree to amend the current Contract as follows:
1.0 The County and Contractor agree that any and all defined words or phrases in the current Contract
between the parties will apply equally to and throughout the amendment.
2.0 The Parties agree that any and all other terms and conditions set forth in the current Contract
between the Parties shall remain in full force and effect and shall not be modified, excepted,
diminished, or otherwise changed or altered by this Amendment except as otherwise expressly
provided for in this Amendment.
3.0 Description of Change:
Extend contract expiration date from 12/31/2021 to 12/31/2023
Add revised Attachment A to the contract referencing 2 year pricing schedule.
Add $244,686.77 to the contract Not to Exceed (NTE) amount.
AMENDMENT OF CONTRACT 004007
Page 1 Rev 2015/12/02N21
IfOAKL8NDF
CO U NTY M I C H I GAN
COMPLIANCE OFFICE
PURCHASING
OAKLAND COUNTY EXECUTIVE, DAVID COULTER
Compliance Office ( Purchasing
248-858-0511 1 purchasing@oakgov.com
For and in consideration of the mutual assurances, promises, acknowledgments, warrants, representations,
and agreements set forth in the Contract and this Amendment, and for other good and valuable
consideration, the receipt and adequacy of which is hereby acknowledged, the undersigned hereby execute
this Amendment on behalf of the County, and Contractor and by doing so legally obligate and bind the
County and Contractor to the terms and conditions of the Contract and this Amendment.
THE CONTRACTOR:
SIGN / DATE:
THE COUNTY OF OAKLAND: SIGN / DATE:
AMENDMENT OF CONTRACT 004007
Page 2
Rev 2015/12/02(v21
NORTHISTAW
UTILITIES SOLUTIONS
ATTACHMENT A
2 Year Maintenance Agreement Schedule— Oakland County Water
quantity Software Maintenance/Product
1 EIS Maintenance
1 Ecare
1 NorthStar
I Elavon Credit Card API
1 ebilling
I NorthStar - Pontiac
1 eCare- Pontiac
I ebilling - Pontiac
I GUI Maintenance
I Reports Anywhere
1 GUI Maintenance- Pontiac
I Paymentus API Mod support
RESTAPI (new July 0120211
Lockbox Implementation maintenance Inevq
2Year Penewal
2022
2023
$ 4,642.00
$
t�
4,827.69
$ 12,377.10
$
12,972.19
$ 61,112.24
$
63,556.73
�11
$ 1,54655
$
1,608.421
$ 17,295.19
$
17,997.001�1
$ 2,594.75
$
2,69854111
$ 864.53
$
899.11
$ 2,663.77
$
2,770.32I
$ 6,998.66
$
7,174.60
$ 604.82
$
629.01
$ 236.22
5
245.67
$ 8,346.00
$
t�t
8,679.941
$ 762.66
$
793.17
$119,944.49
$124,742.28
1
$244,686.77
Oakland County Water 2 Year Maintenance Schedule