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Res No 090-24-16165RESOLUTION NO. 090-24-16195 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE OTY OF SOUTH MIAMI, FLORIDA, APPROVING THE PURCHASE OF AN APPLICANT TRACKING SYSTEM SOLUTION FROM ADP IN AN AMOUNT NOT TO EXCEED $5,877.60; AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND ENTER INTO AN AGREEMENT FOR THE APPLICANT TRACKING SYSTEM SOLUTION; PROVIDING FOR IMPLEMENTATION, CORRECTIONS, AND EFFECTIVE DATE. WHEREAS, on January 22, 2013, via City Resolution No. 17-13-13835, the City ofSouth Miami (the "City") entered into a service and license agreement with Icon Enterprises, Inc., d/b/a CivicPlus to create a new and wiique City website through a piggyback agreement from the City of Knoxville; and WHEREAS, CivicHR is a modular component of the CivicPlus website that serves as the City's applicant tracking system (A TS) and human resources infonnation system (HRIS); and WHEREAS, an A TS can streamline the hiring process and enhance efficiency in managing large volumes of job applications via a web-based platfonn. It can also automate the screening of resumes, standardize the application review process, and ensure compliance with equal employment opportunity regulations; and WHEREAS, an effective HRIS centralizes employee data, facilitates communication between hiring managers and the Human Resources Division, and provides analytics to improve recruitment strategies moving forward; and WHEREAS, on March 28, 2024, the City's Administrative Services Department became aware of CivicHR reaching its end of life on September 30, 2024, and sought to find a replacement applicant tracking system (the "Services''); and WHEREAS, Section 5 of Article III of the City Charter provides that all purchases in excess of$5,000 shall be approved by the City Commission after competitive conditions have been maintained and competitive bids sought from at least three different sources of supply, if available, with such detennination to be made by the City Commission; and WHEREAS, in accordance with the Charter and the City's purchasing policy, the City obtained quotations from three (3) qualified sources of service/vendors; and WHEREAS, ADP (the "Vendor''), the City's current vendor for payroll software, submitted the second lowest responsive proposal of the three (3) quotes received, and offered to provide the Services with a solution that is ftmctional, communicates with existing payroll software and fulfills the essential requirements of the City for applicant tracking purposes, as set forth in their quote in Exhibit "A" (the "Quote") for the for a one-year term, in an amount not to exceed $5,877.60; and Page I of3 Res. No. 090-24-16195 WHEREAS, the cost of the Services shall be fW1ded and charged to Human Resources and Risk Management Contractual Services Account No. 001-1330-513-3450, which has a current balance of $20,873, or such other funding source as determined by the City Manager to be in the best interest of the City; and WHEREAS, The City desires to approve the purchase of an applicant tracking system solution from the Vendor for the Services; and WHEREAS, the City Commission finds that this Resolution is in the best interest and welfare of the City. NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, AS FOLLOWS: Section 1. Recitals. The above-stated recitals are true and correct and are incorporated herein by this reference. Section 2. Approval and Authorization. The City Commission hereby approves and authorizes the purchase of the Services with the Vendor pursuant to the Quote attached hereto as Exhibit "A" in an amount not to exceed $5,877.60 and authorizes the City Manager to negotiate and execute the Quote or any other agreement required by the Vendor, subject to the approval of the City Attorney as to form, content, and legal sufficiency. The cost of the Services shall be fllllded and charged to Human Resources and Risk Management Contractual Services Line item, account number 001-1330-513-3450 with a balance of$20,873. Section 3. Implementation. The City Manager is hereby authorized to take any and all action to implement the purposes of this Resolution. Section 4. Conections. Conforming language or technical scrivener-type corrections may be made by the City Attorney for any conforming amendments to be incorporated into the final resolution for signature. Section 5. Severability. If any section, clause, sentence or phrase of this Resolution is for any reason held invalid or unconstitutional by a court of competent jurisdiction, the holding shall not affect the validity of the remaining portions of this Resolution. Section 6. adoption. Effective Date. This Resolution shall become effective immediately upon PASSED AND ADOPTED this I 8th day of July, 2024. A ITEST: APPROVED: MAYOR ~ - Page2 ofJ Res. No. 090-24-16195 READ AND APPROVED AS TO FORM , LANGUAGE, LEGALITY AND EXECUTION THEREOF I S SEROTAH & Bl RMAN , P.L. CITY ATTORNEY COMMISSION VOTE: May or Fernandez : Vice May or Bonich: Commissioner Calle: 5-0 Yea Yea Yea Commissioner Liebman: Yea Commissioner Corey: Yea Pag e 3 o f3 Agenda Item No:3. City Commission Agenda Item Report Meeting Date: July 18, 2024 Submitted by: Samantha Fraga-Lopez Submitting Department: Human Resources Item Type: Resolution Agenda Section: Subject: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, APPROVING THE PURCHASE OF AN APPLICANT TRACKING SYSTEM SOLUTION FROM ADP IN AN AMOUNT NOT TO EXCEED $5,877.60; AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND ENTER INTO AN AGREEMENT FOR THE APPLICANT TRACKING SYSTEM SOLUTION; PROVIDING FOR IMPLEMENTATION, CORRECTIONS, AND EFFECTIVE DATE. 3/5 (CITY MANAGER-HUMAN RESOURCES & RISK MANAGEMENT DIVISION) Suggested Action: Attachments: Memo_ADP_HRIS.docx Resolution_-_Applicant_Tracking_System_Replacement_Solution.docx Attachment B-1 - ADP Proposal.pdf Attachment B-3 - Paycor Proposal.pdf Attachment B-2 - Criterion HCM Proposal.pdf Attachment A - Resolution No 17-13-13895 Civic Plus.pdf 1 CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM TO:The Honorable Mayor, Vice Mayor, and Members of the City Commission FROM: Genaro “Chip” Iglesias, City Manager DATE: July 18, 2024 SUBJECT: Purchase of an applicant tracking system solution from ADP RECOMMENDATION:Approval of the purchase of an applicant tracking system solution from ADP, to replace the current system reaching end of life on September 30, 2024 at an amount not to exceed $5,877.60. BACKGROUND:On January 22, 2013, via City Resolution No. 17-13-13835, the City of South Miami (the “City”) entered into a service and license agreement with Icon Enterprises, Inc., d/b/a CivicPlus to create a new and unique City website through a piggyback agreement from the City of Knoxville (Attachment “A”). One (1) of the modules included in the project development package is known today as “CivicHR”. CivicHR is a modular component of the CivicPlus website that serves as the City’s applicant tracking and human resources information system (HRIS). A modern and efficient applicant tracking system (ATS) is crucial for the City, primarily because it streamlines the hiring process and enhances efficiency in managing large volumes of job applications. Additionally, an ATS automates the screening of resumes, standardizes the application review process, and ensures compliance with equal employment opportunity regulations. Moreover, an effective HRIS centralizes candidate data, facilitates communication between hiring managers and the human resources division, and provides analytics to improve recruitment strategies. By reducing administrative burden and time spent on manual tasks, an ATS enables the City to focus more on evaluating candidates based on qualifications and suitability for public service roles, while ultimately supporting a fair and transparent hiring process that aligns with the City’s principles and values. On March 28, 2024, the City’s Administrative Services Department became aware of CivicHR reaching its end of life on September 30, 2024. In an effort to facilitate a smooth transition for their current clients, 2 SoutOOiami THE CITY OF PLEASANT LIVING CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM CivicHR provided CriterionHCM as the solution proposed. In accordance with the City’s purchasing policy, Article III, Section 5.H.: (C) Purchases equal to or greater than $5,000 but less than $25,000. Purchases of or contracts for materials, supplies, equipment, improvements, or services for which funds are provided in the budget, where the total amount to be expended is equal to or greater than $5,000 but which do not exceed $25,000, may be made or entered into by the City Manager without competitive sealed bidding, but the City Manager must obtain, at a minimum, quotes from three (3) different sources of supply (or the City Manager may piggyback off of another governmental agency’s contract that used the same or greater competitive process for selection of the contractor/vendor), and the purchase or contract must be approved by written resolution of the City Commission. As such, the City obtained quotations from three (3) vendors. For ease of reference, each proposal is attached hereto as follows: Attachment B-1 – ATS Solution Proposal from ADP Attachment B-2 – ATS Solution Proposal from CriterionHCM Attachment B-3 – ATS Solution Proposal from Paycor The total annual cost (per employee, per month) to the City for the ATS solution as proposed by each vendor is outlined below. VENDOR IMPLEMENTATION FEE ANNUAL COST ANNUAL COST YEAR 1 CRITERION HCM $1,950.00 (One-Time Fee) $3,103.19 ($1.74729167 x 158 employees per month) $5,053.19 ADP $0.00 (Waived) $5,877.60 ($3.10 x 158 employees per month) $5,877.60 PAYCOR $1,500.00 (One-Time Fee) $23,088.00 ($13.00 x 158 employees per month) $24,588.00 3 THE CITY OF PLEASANT LIVING CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM ADP is the City’s current vendor for payroll software and their proposal is the second lowest responsive of the three (3) quotes received. The solution proposed by ADP delivers a basic solution that is functional, communicates with existing payroll software and fulfills the essential requirements of the City for applicant tracking purposes. In order to successfully migrate and implement the new ATS solution prior to the current software’s end of life date of September 30, 2024, City staff recommends the approval of the purchase of an ATS solution from ADP. FUNDING:Amount not to exceed $5,877.60 shall be charged to the Human Resources and Risk Management Contractual Services Line item, account number 001-1330- 513-3450 with a balance of $20,873. ATTACHMENTS: Attachment A – City Resolution No. 17-13-13835 Attachment B-1 – ATS Solution Proposal from ADP Attachment B-2 – ATS Solution Proposal from CriterionHCM Attachment B-3 – ATS Solution Proposal from Paycor 4 THE CITY OF PLEASANT LIVING Company Information City of South Miami  6130 Sunset Dr South Miami, FL 33143-5040 United States     Executive Contact Joanne  CineasPayroll & Benefits Administrator jcineas@southmiamiff.gov (305) 668-2516   158 $0.00 $5,877.60 Total Employees Implementation Costs Total Annual Investment Expiration 7/19/2024 ADP Sales Associate Fiorella Press UMCDM fiorella.press@adp.com 7867976910 ** The Implementation Costs and Total Annual Investment listed out on this Investment Summary are estimates based onthe services, frequencies, recurring rates and pay counts outlined on the sales order and are shown for illustrative purposesonly.  These numbers are not binding amounts and shall not become incorporated into or made a part of any sales order orservices agreement governing the services contemplated therein.  Investment Summary Quote Number 02-2024-404425 2          This is a Proposal only. Fees are estimates and are subject to change. Additional Fees may be incurred if other services arepurchased or for tax filings including, but not limited to, additional states or ‘applied for’ statuses. Please consult with your salesrepresentative for further details. * Additional W2 processing fees apply. ©2023 ADP, Inc. ADP and the ADP Logo are registeredtrademarks of ADP, Inc. [ADP Check is a trademark of ADP, Inc. and is a registered service mark of ADP, Inc.]    8 0 I Company Information City of South Miami  6130 Sunset Dr South Miami, FL 33143-5040 United States     Executive Contact Joanne  CineasPayroll & Benefits Administrator jcineas@southmiamiff.gov (305) 668-2516   Recurring Fees and Considerations Number of Employees: 158 on City of South Miami , Company Code QS9 Monthly Processing Count Min Base Rate Monthly Annual Workforce Now HCM Solutions•Recruitment and Talent Acquisition•Recruiting Embedded Intelligence 158 -- $3.10 $489.80 $5,877.60 Total Annual Investment Total Annual Workforce Now Services $5,877.60 Other Considerations Implementation Total Total Other Considerations Total Setup Implementation and One-Time Fees Discount Value $2,000.00 ($2,000.00) Total Net Implementation and One-Time Fees $0.00   Sales OrderQuote Number 02-2024-404425 2          This is a Proposal only. Fees are estimates and are subject to change. Additional Fees may be incurred if other services arepurchased or for tax filings including, but not limited to, additional states or ‘applied for’ statuses. Please consult with your salesrepresentative for further details. * Additional W2 processing fees apply. ©2023 ADP, Inc. ADP and the ADP Logo are registeredtrademarks of ADP, Inc. [ADP Check is a trademark of ADP, Inc. and is a registered service mark of ADP, Inc.]    9I ~ EJ 0 Important Project and Billing Information  Billing for all modules bundled under HCM Solutions will begin on the date the ADP Product or Service is available for use by the CLIENT in a production environment. The billing count is based on all unique lives in the database paid in the previous calendar month. Any non-terminated employees based outside the United States will be billed separately as International Employees.  Other ADP Fees for service frequency and method will follow that of the parent company code. ADP will send all invoices to jcineas@southmiamifl.gov Expiration Date: 7/19/2024 Summary Estimated Annual Net Investment: $5,877.60 Total Net Implementation: $0.00 The ADP Services listed on this Sales Order and the fees for such services set forth above are not final and remainsubject to approval by ADP Finance in all respects. Once final, Client will receive a revised final, executable sales order tobe signed by both ADP and Client.    Sales OrderQuote Number 02-2024-404425 2          This is a Proposal only. Fees are estimates and are subject to change. Additional Fees may be incurred if other services arepurchased or for tax filings including, but not limited to, additional states or ‘applied for’ statuses. Please consult with your salesrepresentative for further details. * Additional W2 processing fees apply. ©2023 ADP, Inc. ADP and the ADP Logo are registeredtrademarks of ADP, Inc. [ADP Check is a trademark of ADP, Inc. and is a registered service mark of ADP, Inc.]    10I Workforce Now Included Services Recruitment and Talent Acquisition•Mobile-first, branded career site for applicants •Requisition management and reporting •Seamless job posting on 25,000+ job sites •Talent communities•Candidate communications using email and mobile text •Interview scheduling and ofler letter management•ZipRecruiter job slots •Industry and Geographic Compensation Benchmarks Thank you for your consideration Sales OrderQuote Number 02-2024-404425 2          This is a Proposal only. Fees are estimates and are subject to change. Additional Fees may be incurred if other services arepurchased or for tax filings including, but not limited to, additional states or ‘applied for’ statuses. Please consult with your salesrepresentative for further details. * Additional W2 processing fees apply. ©2023 ADP, Inc. ADP and the ADP Logo are registeredtrademarks of ADP, Inc. [ADP Check is a trademark of ADP, Inc. and is a registered service mark of ADP, Inc.]    11I This Amendment modifies, amends, and supplements the terms and conditions of the ADP Workforce Now® Master Services Agreement, Global Master Services Agreement, or such equivalent terms and conditions or agreement between ADP and Client (the “Agreement”). ADP and Client agree that ADP shall provide Client with the following additional services in accordance with the terms set forth herein and in the Agreement. It is understood that to the extent this Amendment modifies an Agreement that does not include any reference to annexes as set forth herein, references to such annexes are for illustration purposes only and do not define, limit, or otherwise affect the meaning of any provisions hereof or as set forth in the Agreement. The terms set forth in each annex listed below and attached hereto are incorporated into the Agreement in full by this reference as if set forth in full therein.   ANNEX D:HR, BENEFITS, TALENT MANAGEMENT AND ESSENTIAL ACA SERVICES   THIS IS A PROPOSAL ONLY.  Fees are estimates and are subject to change. Additional Fees may be incurred if other services are purchased or for tax filings including, but not limited to, additional states or ‘applied for’ statuses. Please consult with your sales representative for further details. * Additional W2 processing fees apply. ©2023 ADP, Inc. ADP and the ADP Logo are registered trademarks of ADP, Inc. [ADP Check is a trademark of ADP, Inc. and is a registered service mark of ADP, Inc.] ADP Workforce NowMaster Services Agreement               ADP, Inc.: (referred to herein as "ADP")    Client:  (referred to herein as "Client")       One ADP Boulevard Roseland, New Jersey 07068United States   City of South Miami  6130 Sunset Dr  South Miami, FL 33143-5040, United States    (Eflective Date)     Attention Joanne Cineas               ADP Proprietary and Confidential    02-2024-404425.2     ADP Workforce Now   Version 12 (08312020)  Cover-2   12 ADP Proprietary and Confidential ADP Workforce Now Version 04262023 D –1 ADP Workforce Now | Annex D (MAS) HR, Benefits, Talent Services and Essential ACA Services 1 ADP HCM Services. Only those Services that have been purchased by Client (as listed on a Sales Order) will be applicable. 1.1 ADP Document Cloud. Integrated solution to support maintenance and retrieval of employee-specific documents via cloud- based technology. 1.2 Benefit Services. Benefit-related services made up of the following: 1.2.1. Health and Benefits Services. Technology to facilitate the administration of employee benefits, including applying eligibility rules, facilitating online enrollment and changes and calculating payroll deductions within a unified system, as well as providing data to carriers through ADP carrier connection services. 1.3 Business Intelligence (which shall include Enhanced Insights and Analytics as listed on the Sale Order). Provide tools to analyze and understand data. 1.3.1. Analytics. Enables an employer to gain insight from data for key Human Capital Management (HCM) metrics. 1.4 Global Data Storage. Ability to house global employee HR data (personal, employment, and job data) within HR system of record. 1.5 Human Resources Administration Services. Administration of human resource functions using a unified system to process and audit employee lifecycle events, provide compliance tracking and reporting, including new hire reporting, and automate notification and approval processes via self-service/direct access, and also including: 1.6 Talent Acquisition Solutions. Talent acquisition solutions (which shall include Talent Management and Activation as listed on the Sales Order) made up of the following: 1.6.1. ADP Recruitment Management Services (which shall include Recruitment and Talent Acquisition as listed on the Sales Order). Talent recruitment management technology, including talent acquisition and on-boarding for exempt and non-exempt workforce. 1.7 Talent Management Solutions. Technology to facilitate the administration of talent management services, including: 1.7.1 Performance Management. Solutions and tools to facilitate the performance management process, including goal alignment, and employee engagement. 1.7.2 Compensation Management. Solutions and tools to administer the compensation planning process. 1.7.3 Succession Planning. Solutions and tools to facilitate talent assessments and establish action plans for critical roles. 2 ADP Recruitment Management Services. The following additional terms and conditions apply to the ADP Recruitment Management Services (applies only if Client has purchased ADP Recruitment Management Services): 2.1 Hiring Practices. Client shall be exclusively responsible for all hiring practices, including, but not limited to, complying with all employment laws, including, if applicable, the monitoring, analysis and reporting of any adverse impact that may result from any specification or criteria that Client uses to rank candidates in the ADP Recruitment Management Services Application Programs. 2.2 Vendors. Client shall be exclusively responsible all access and use of the ADP Recruitment Management Services by its vendors and such vendors’ compliance with the terms of this Agreement. 2.3 Additional Third-Party Terms. During the Term of this Agreement, the Client’s use and access to the Recruitment Management Services may be subject to additional terms of services which shall be included within the ADP Recruitment Management Services. Prior to enabling the Recruitment Management Services, Client shall and Client shall ensure that its Users of Recruitment Management Services click through and accept such additional terms of service. 3 Benefit Services. The following additional terms and conditions apply to the Benefit Services (applies only if Client has purchased Benefits Services): 3.1 Benefits Liaison. Client shall designate in writing to ADP one or more contacts for the Benefit Services to serve as the Client Benefits Liaison, and such Client Benefits Liaison shall have the authority to (i) provide information, instructions and direction on behalf of the Client, each Plan Administrator and, if applicable, each “fiduciary” (as defined in Section 3(21) of ERISA) of each separate Plan, and (ii) grant or provide approvals (other than Amendments) required or permitted under the Agreement in connection with the Benefit Services. 3.2 Compliance of Benefit Plans. Client shall furnish to ADP all necessary information and data for each Plan. Client shall be responsible for the final preparation, approval and submission of Plans and related amendments to applicable governmental authorities. Client is responsible for, and shall take measures required under state and federal law to assure the qualification and compliance of the Plans with such laws. 3.3 Disclaimer. NOTWITHSTANDING ANYTHING TO THE CONTRARY CONTAINED HEREIN OR IN THE SCOPE OF SERVICES, CLIENT EXPRESSLY ACKNOWLEDGES THAT ADP IS NOT THE “ADMINISTRATOR” OR “PLAN ADMINISTRATOR” AS DEFINED IN SECTION 3(16)(A) OF ERISA AND SECTION 414(g) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, RESPECTIVELY, NOR IS ADP A “FIDUCIARY” WITHIN THE MEANING OF ERISA SECTION 3(21), NOR IS ADP A “HEALTH CARE CLEARINGHOUSE” WITHIN THE MEANING OF SECTION 1171 OF THE HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT OF 1996, AS AMENDED (“HIPAA”) AND CLIENT SHALL NOT REQUEST OR OTHERWISE REQUIRE ADP TO ACT AS SUCH. FURTHER, ADP DOES NOT PROVIDE CLAIMS PROCESSING OR ANY OTHER COVERED FUNCTION WHICH WOULD CAUSE ADP TO BE CONSIDERED A BUSINESS ASSOCIATE AS DEFINED AT 45 CFR §160.103. ALL ENROLLMENT INFORMATION AND RELATED DATA COLLECTED BY ADP IS ON BEHALF OF CLIENT AND NOT ANY EMPLOYER-SPONSORED BENEFIT PLAN. ALL OTHER INFORMATION COLLECTED BY ADP FOR PROVIDING BENEFITS SERVICES IS CONSIDERED EMPLOYMENT RECORDS AND EXPLICITLY EXCLUDED FROM THE DEFINITION OF PROTECTED HEALTH INFORMATION AS STATED AT 45 CFR §164.501, AND IS NOT PROTECTED BY HIPAA’S PRIVACY RULE. SEE ALSO 65 FED. REG. 82461, 53181. ADP SHALL NOT EXERCISE ANY DISCRETIONARY AUTHORITY OR DISCRETIONARY CONTROL REGARDING MANAGEMENT OF ANY PLAN OR MANAGEMENT OR DISPOSITION OF ANY PLAN ASSETS. ADP SHALL NOT RENDER INVESTMENT ADVICE FOR A FEE OR OTHER COMPENSATION, DIRECT OR INDIRECT, WITH RESPECT TO ANY MONIES OR OTHER 13 ADP Proprietary and Confidential ADP Workforce Now Version 04262023 D –2 ADP Workforce Now | Annex D (MAS) HR, Benefits, Talent Services and Essential ACA Services PROPERTY OF ANY PLAN, NOR DOES ADP HAVE ANY AUTHORITY OR RESPONSIBILITY TO DO SO. ADP HAS NO DISCRETIONARY AUTHORITY OR DISCRETIONARY RESPONSIBILITY IN THE ADMINISTRATION OF THE PLAN(S). 3.4 Carrier Connections. ADP will, at Client’s request, and for an additional charge as set-out in the applicable Sales Order, provide Client with the following Carrier Connections services: 3.4.1 ADP will electronically transmit employee data, including employee benefits enrollment data, to Client’s carriers or other third parties authorized by Client, and Client authorizes ADP to provide such transmission on Client’s behalf. Commencement of carrier connection service is subject to Client completing the configuration setup of Client Content and the format for such transmission to the designated carriers. 3.4.2 ADP’s ability to transmit Client Content data is subject to the provision by Client’s designated carriers of a current functional interface between ADP’s systems and the designated carriers’ systems. ADP will not be obligated to transmit Client’s data to designated carriers if at any time Client’s designated carriers fail to provide the proper interface as described above. Client is responsible for promptly reviewing all records of carrier transmissions and other reports prepared by ADP for validity and accuracy according to Client’s records, and Client will notify ADP of any discrepancies promptly after receipt thereof. In the event of an error or omission in carrier connection services caused by ADP, ADP will correct such error or omission, provided that Client promptly advises ADP of such error or omission. 3.5 Third Party Services Available through or Integrated with the Services. At times, ADP may make available to Client through the Services, or integrate the Services with, the services of a third party, either through a link, integration, or otherwise. ADP reserves the right to terminate such links, services or integrations at any time for any reason. If Client uses any third party services that are integrated with or linked to the Services which require the transmission, use, sharing, access or exchange of Client Content or any other payroll or other data or information provided to ADP or the third party by Client, Client is expressly agreeing to the transmission, use, sharing, access and exchange of such data between ADP and the third party. Client’s use of any third party services will be governed by any terms Client agrees to with the third party and in the event of any conflict between the terms of this Agreement and any third party terms, the terms of this Agreement will apply to the provision of the Services by ADP to Client. 3.6 Additional Third-Party Terms. During the Term of this Agreement, the Client’s use of, and access to, the Benefit Services may be subject to additional terms of service which will be included within the Benefit Services. Prior to enabling such Services, Client shall ensure that its Users of Benefit Services click through and accept such additional terms of service. 3.7 Technology Credit Program. ADP has a Technology Credit Program to accept technology credits from carriers that participate in ADP’s strategic carrier partner program (each, a “Strategic Carrier Partner”) and apply those funds to Client invoices for ADP benefits administration services, subject to the following additional terms: 3.7.1 As between Client and ADP, Client is solely responsible for (i) Client’s acceptance of the Technology Credit; and directing ADP to apply such Technology Credit to offset Client’s benefits administration Services fees; (ii) the determination whether the Technology Credit is a Plan Asset and the consequences resulting from such determination; and (iii) any compliance obligations that may arise under ERISA or other applicable laws as a result of Client’s acceptance of the Technology Credit. “Technology Credit” means funds paid by a Strategic Carrier Partner and applied by ADP to Client’s invoice for benefit administration fees. 3.7.2 If Client elects to accept a Technology Credit, Client will instruct ADP how to apply such Technology Credit. ADP will verify all information provided by Client regarding the Technology Credit with the applicable Strategic Carrier Partner. Per Client direction, ADP will apply the Technology Credit to Client’s invoice for benefits administration services fees no earlier than sixty (60) days following ADP’s receipt of the Technology Credit from the Strategic Carrier. 3.7.3 Client shall remain responsible for payment of the fees for the Services in accordance with the Agreement if the Strategic Carrier fails to remit sufficient, good and available funds to ADP. 3.7.4 To the extent Client adds a Strategic Carrier’s benefits plan to Client’s ADP Workforce Now benefits module, Client consents to ADP working with such carrier with respect to the Services, including sharing with such carrier that Client offers a benefits plan provided by such carrier. 4. Human Resource Administration Services and Talent Management Services . The following additional terms and conditions apply to the Human Resource Administration Services and/or Talent Management Services (applies only if Client has purchased Human Resource Administration Services and/or Talent Management Services): 4.1. Residents Outside the United States. To the extent that Client uses the Human Resource Administration Services and/or the Talent Management Services to collect Personal Data about individuals resident outside the United States, Client represents and warrants: (i) the processing of that Personal Data, including the transfer itself, has been and will continue to be carried out in accordance with the relevant provisions of the applicable data protection and privacy laws; (ii) its instructions to ADP regarding the processing to be performed shall be in accordance with the applicable data protection laws; (iii) it has given the data subjects appropriate notices, and obtained any required consents; (iv) if it implements the Human Resources Administration Services and/or the Talent Management Services to collect any sensitive data elements (or special categories of data), Client shall comply with any additional requirements for the processing of these data elements; and (v) it shall be responsible for respecting all individual rights of access, correction or deletion and for responding to any individual or regulatory inquiries relating to such Personal Data. 5. Essential ACA Services. ADP will provide the Essential ACA solution specified in the Sales Order (and any applicable service specification) (collectively, the “Essential ACA”) to Client in accordance with the terms of this Agreement. The following terms apply if Client receives Essential ACA with Benefits Services. 5.1. Essential ACA a technology and software solution to assist Client in managing compliance needs related to the Affordable Care Act (ACA), including eligibility calculations and affordability determinations, preparation and electronic filing of Forms 1094-C and 1095-C forms, access to evidence of benefit offering information and benefit offering audit reports. Client must 14 ADP Proprietary and Confidential ADP Workforce Now Version 04262023 D –3 ADP Workforce Now | Annex D (MAS) HR, Benefits, Talent Services and Essential ACA Services use ADP Workforce Now payroll, HR and benefits services in order to purchase and implement Essential ACA. For the avoidance of doubt, all Forms filed by ADP with the IRS on behalf of Client will be filed electronically; any Forms sent to Client for its employees by ADP shall be sent in paper form, and, if Client has ADP’s iPay functionality, ADP will also make Forms accessible to Client employees electronically. It will then be Client’s responsibility to distribute the Forms directly to its employees. 5.2. Client ACA Liaison. Client shall designate in writing to ADP the name of one person who shall serve as ADP’s principal designated contact for Essential ACA (the “Client ACA Liaison”), and such Client ACA Liaison shall have the authority to (i) provide information, instructions and direction on behalf of Client, and (ii) grant or provide approvals (other than Amendments) required or permitted under the Agreement in connection with Essential ACA. Client shall designate an alternate Client ACA Liaison in the event the principal Client ACA Liaison is not available. 5.3. Disclaimer. NOTWITHSTANDING ANYTHING TO THE CONTRARY CONTAINED HEREIN OR IN THE SCOPE OF SERVICES, CLIENT EXPRESSLY ACKNOWLEDGES THAT ADP IS NOT THE “ADMINISTRATOR” OR “PLAN ADMINISTRATOR” AS DEFINED IN SECTION 3(16)(A) OF ERISA AND SECTION 414(g) OF THE CODE, RESPECTIVELY, NOR IS ADP A “FIDUCIARY” WITHIN THE MEANING OF ERISA SECTION 3(21). ADP SHALL NOT EXERCISE ANY DISCRETIONARY AUTHORITY OR DISCRETIONARY CONTROL RESPECTING MANAGEMENT OF ANY BENEFIT PLANS SPONSORED OR OFFERED BY CLIENT. ADP HAS NO DISCRETIONARY AUTHORITY OR DISCRETIONARY RESPONSIBILITY IN THE ADMINISTRATION OF THE CLIENT’S BENEFIT PLAN(S). ADP EXPRESSLY DISCLAIMS ANY WARRANTY, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, NON-INTERRUPTION OF USE, AND FREEDOM FROM PROGRAM ERRORS WITH RESPECT TO ESSENTIAL ACA, THE ADP APPLICATION PROGRAMS OR ANY THIRD-PARTY SOFTWARE DELIVERED BY ADP. 5.4. Client Vendors. Client will at its own cost make all necessary arrangements with its third party vendors to cause such vendors to send data to and receive data from ADP as required for ADP to provide Essential ACA. Client shall reimburse ADP for any costs ADP is required to bear in connection with or arising out of any such transmissions of data from and/or to such third party vendors. 6. Onboarding Services (including ADP Workforce Now EI-9 Services). The following additional terms and conditions apply to the ADP Workforce Now EI-9 Services (“WFN EI-9 Services”) that are part of ADP Workforce Now Onboarding Services. 6.1. Use of Services. In order to receive the WFN EI-9 Services, Client shall, and shall cause the members of the Client Group, to do the following: 6.1.1. Review the U.S. Citizenship and Immigration Services (“USCIS”) Form I-9, which is the employment eligibility verification form issued by the U.S. Department of Homeland Security (the “DHS”), including instructions in the form and the guidelines in the current USCIS Handbook for Employers: Instructions for Completing Form I-9 (M- 274) (the “I-9 Handbook”), each of which is available on the USCIS website, currently located at http://www.uscis.gov/i-9central. Client certifies that it has reviewed the current USCIS Form I-9 and the I-9 Handbook and that it agrees to comply with the applicable policy and procedures set forth therein, and any future new or amended policies or procedures, as required by law. Client will ensure availability of the most recent version of the USCIS Form I-9 and the I-9 Handbook to all employees authorized to complete the USCIS Form I- 9 on behalf of Client and/or its Affiliates. 6.1.2. Client is responsible for reviewing reports available to Client on the WFN EI-9 Services and for resolving (or causing the applicable employee to take action to resolve) missing or incomplete Forms I-9. This includes communicating with the employee in question and the submission or resubmission of the missing or incomplete Form I-9. 6.1.3. ADP executed a Memorandum of Understanding with the UDHS as the E-Verify employer agent. E-Verify is the DHS’s employment eligibility verification program which allows participating employers to electronically verify the employment eligibility of each newly hired employee and/or employee assigned to a covered federal contract. The following is required as it relates to the use of E-Verify through ADP and will apply only to the extent Client is using E-Verify through ADP: 6.1.3.1. Notify ADP of (i) the location(s) where Client elects to enroll; and (ii) whether the employer is a federal contractor or a federal, state or local government organization. 6.1.3.2. Execute a Memorandum of Understanding with the DHS and ADP (as its E-Verify employer agent), and comply with the terms and conditions set forth therein. 6.1.3.3. Review and comply with the policy and procedures contained in the E-Verify User Manual for Employers, and any superseding policy and procedures, available to Client on the WFN EI-9 Service. 6.1.3.4. To the extent the Client elects to have more than one company location participate in E-Verify, ensure all authorized users in each location have complied with all requirements of Section 6.1.2. 6.1.3.5. Ensure all of Client’s authorized users (i) complete the mandated E-Verify training course and any applicable update courses administered by ADP and (ii) pass a knowledge test with the required score. 6.1.3.6. Immediately notify ADP of any updates/changes to its E-Verify employer status (e.g., Client becomes a federal contractor or Client ceases being a federal contractor). 6.2. Form I-9 Retention. During the term of the Agreement, ADP will store electronic copies of Forms I-9 in the WFN EI-9 Services for a minimum of three years from the employee’s hire date or until one year after the employee ceases to be employed by Client (or the applicable Affiliate), whichever is later (or as otherwise required by changes to federal regulations that come into effect hereafter). Upon termination or expiration of the Agreement, ADP shall use commercially reasonable methods to transfer all electronically stored Forms I-9 to Client in accordance with ADP’s current security policies. Upon termination of the WFN EI-9 Services, Client shall be solely responsible for storage of copies of Forms I-9. 15 116 You want to make a difference.~ £0 1/Je-:™ I Agenda ✓Recap ✓Financial Review ✓Timeline ✓Next Steps 17 Demo Recap •Streamline recruiting through smart sourcing AI •Enhance communication throughout the recruiting process •Provide leaders with the ability to view live data and metrics •Ability to communicate with candidates throughout the recruiting process via text messaging •Integrate pre-screening process like drug tests and background checks within recruiting process •Eliminate job-posting approval process 18 Attracting Talent Proactively source and attract the best talent then quickly and efficiently onboard them for immediate impact THE PAYCOR DIFFERENCE ▪AI powered talent sourcing to uncover hidden talent and increase candidate diversity ▪Customized hiring process ▪Mobile-optimized onboarding ▪Streamlines and automates entire hiring process ▪Reduces cost and time to hire EMPOWERING LEADERS ▪Automates candidate sourcing to deliver more qualified and diverse candidates ▪Leverage AI-powered nurture messaging to engage with candidates ▪Calibration process maximizes number of quality candidates Return to Solving ProblemsReturn to Solving Problems 19 r Paycoc Q m 0 Oti;IKtf¥K 01..-.. • Hello, Michael. There a,e 4 weeks remaining this quarter. Ei@+ih¥1 OIJKT1W5PfllO(;RE~ 0 0-.. (Md:ft 0 12 items need you r atter1tion 12 reviews require your actJon . ...,. ..... 1..cn-1 ~ l~~ Re.lew (Gtowll u«xi~IONGMN 0 0 A«ogna_._ o ,,,,, ..... o ...... o ,-~""" o ........ -rr ..,. Aal\iity ~ RIOIN:11: I\E0U£m 0 0 fllqYKt.lftdb-lU ,.,_ / l ......., .. ~ .. o;,•~...-,.•--- ,-..,_llf.j"-J ..... i .... pt.1"1 ... pi.,--..0,fflCldlll ~ ,_.,..., ... ..-W.~!h•-19'~-""'-lld """ . • O,,hd, • • • Recognize a Team Member • S.l«:1 • Person • R.cog,·111,on T~ Po s it ivity 0 8 □ Growth 0 ■ • Lending • Hand 0 • Excellence 0 • Add • Comment I r,y to bu-•tc• □ 0/300 ~ I!! CJ <.ft -□ Flat Price Per Employee Per Month – Billed Monthly on the Last Day of Month Bundle Name Primary Components Price Per EE / mo. Talent Acquisition Bundle Paycor Recruiting Pro and Smart Sourcing $13.00 Total Cost Per Active Employee Per Month $13.00 20 -......... Paycor. One-Time, Year-End, & As-Incurred Fees ONE-TIME Implementation Costs Total Total Cost for Implementation $1,500 *50% of Imp Fees drafted 7 days after signing / Remaining is drafted when first payroll is processed 21 ~ Paycor:- www.criterionhcm.com Take Control with Criterion One Unified Platform for HR, Payroll & Talent Engagement. 22 2 Take Control with Criterion Organizations need a platform that complements the unique set of processes and practices they have to manage, incentivize and reward employees. This is where Criterion comes in. Streamline your critical HR, payroll and talent engagement operations with a single platform that’s in-depth, user-friendly and easy to configure. All while receiving world-class services and support from a dedicated Success Manager and Criterion’s Success System™. Today’s technology is forcing organizations to choose between HCM software that’s user-friendly or comprehensive,and forcing them to completely sacrifice flexibility. An HCM platform that matches your needs. Finally. Phone: +1 (203) 703 9000 www.criterionhcm.com23 I I- Phone: +1 (203) 703 9000 www.criterionhcm.com 3 What Can You Do on Criterion? Get set up on Criterion in months not years. Our open architecture enables rapid integration with internal systems and external providers, and allows us to quickly accommodate any unusual requirements. All so you can: 1. Simplify Admin Manage everything across your entire employee lifecycle in one place. No need for multiple providers or disparate systems. 2. Reduce Complexity Automate a number of laborious tasks for HR and payroll teams. And unlock the value hidden in employee data for smarter decision making and essential reporting. 3. Make Lives Easier Employees can access Criterion via mobile or desktop to find information, update their data, or log key activities. 24/7. 3 24 User Friendly. Awarded a 95%+ customer satisfaction rating, Criterion’s sleek and straightforward platform means there’s no need for clunky third-party add-ons or confusing navigation. Easy to Configure. Criterion can handle any level of complexity in your processes. Each module has configurable workflows to meet your needs, and a range of templates and reports. Experienced & Trusted. Criterion’s platform boasts near 100% uptime and enterprise-class security and protection. We’ve served organizations for over 35 years and are trusted by hundreds of leading organizations.Criterion’s platform consists of three modules. HR, Payroll, and Talent Engagement. You can use one, two, or all three of these modules. Each is completely flexible to your unique needs, processes, and organization. 4 Why Partner With Criterion? Phone: +1 (203) 703 9000 www.criterionhcm.com Take Control with Criterion 25 Phone: +1 (203) 703 9000 www.criterionhcm.com 5 Use Criterion to Turn HR Into Your Growth Engine Reduce your admin and delight your employees. Comprehensive HR Information Software Create an employee management system that truly reflects your corporate structure and growth objectives. Manage Your Company Info Maintain current and former employee data, store and e-sign documents, and improve clarity with organizational charts. A function-rich digital filing system keeps everything organized. Benefits Management Conduct every aspect of benefits administration - including open enrollment, carrier connectivity, ACA and government-filing features, and headache-free compliance. All paperless. All digital. Workforce Management Make strategic decisions on everything from time off and scheduling, to job and task assignments. Employees can quickly log time so you can easily track attendance. Employer and Manager Self-Service Remove extra admin with dual manager and employee access from one dashboard. Employees can take control of their career and better-manage their time. Analytics and Reporting Access a range of standardized and customizable reporting tools to stay up to date and get real-time access to the key insights, metrics, goals and KPIs you need. HR 5 26 Phone: +1 (203) 703 9000 www.criterionhcm.com Reduce Pay, Labor & Tax Complexity With Criterion’s All-in-One Payroll Process payments, track time, allocate labor costs, calculate tax rates and file taxes. All in one place. Oversee Your Entire Remuneration System Ensure fewer errors and zero payment delays, no matter how complex your payroll operations are. With Criterion you can handle multiple pay rates, union fringes, deductions, overtimes, holidays, shift differential rates and other conditions. Track Time and Labor Accurately cost your labor out to any number of different general ledger’s or project accounts, and allow employees to log and track time and expenses with a range of self-service features. Ensure Tax Compliance Rely on Criterion’s geo-coding to ensure your employee’s work location or residence is linked to the right tax tables, and easily handle all the intricacies of reciprocity and local tax jurisdictions. Multi-Entity Payroll Oversee the payroll needs of multiple companies across multiple locations. Our flexible payroll tools seamlessly follow your employees wherever they’re assigned or transferred, while the platform delivers a consistent, branded, and fully-localized experience. Analytics and Reporting Release the value locked in your payroll data with over 50 standard and custom reports. Criterion helps you elevate payroll from a transactional cost center to a strategic performance driver. Payroll Take Control with Criterion 27 Phone: +1 (203) 703 9000 www.criterionhcm.com 7 Phone: +1 (203) 703 9000 www.criterionhcm.com A New Ally for Talent & Recruitment Managers Criterion’s Talent Engagement module creates engaged and high-performing teams. Helping you unlock more value from your biggest strategic asset: your workforce. Complete Engagement Platform Design unique hiring, onboarding, and learning experiences. Then generate on-demand reports into every crucial employee metric and ensure problem-free compliance. Track Applicants Manage everything in one place and engage your candidates at every stage of the process. Save time with pre-screening questions and a multi-tier search and document upload. Attract Top Talent Boost your employer brand by making the candidate and employee experience faultless. Criterion reduces your hiring time with customized and personalized communication tools. Onboard Seamlessly Create a fully configurable onboarding hub, capture insights to reduce future turnover, and eliminate admin hassle. Enjoy one-click hiring, user-friendly task assignments, and digital forms with e-signatures. Level-Up Training Streamline L&D, find and fill skill gaps quickly, and future-proof your organization. Employees can select training modules from an extensive catalog, or be automatically assigned. Manage Performance Reviews Align reviews with milestones, schedule start dates, and track to completion. Criterion provides a summary analysis of aggregate feedback to make appraisals easier for managers. Compensation Management Move from discussions to approvals flawlessly and fairly. See every metric (e.g. date of last pay rise and pay for different positions) and access smart tools (e.g. merit, bonus and budget distribution). Talent Management 7 28 www.criterionhcm.com Criterion 301 Merritt 7 Norwalk, CT 06851 United States What Can Criterion Do for Your Organization? Get in touch to find out and schedule a free personalized demo. Phone: +1 (203) 703 9000 info@criterionhcm.com 29 www.criterionhcm.com Comphrehensive Suite of HCM Solutions 30 Criterion’s HCM software combines big-enterprise power with up-to-date simplicity, giving mid-market and enterprise organizations an HCM platform that matches their needs. The platform consists of three modules: HR, Payroll, and Talent Engagement. You can use one, two, or all three of these modules. Each is completely flexible to your unique needs, processes, and organization. Administrators and employees can access Criterion via mobile, tablet or desktop to find information, update data, or log key activities. 24/7 and anywhere in the world (with multilingual capabilities). Modernize Your HCM 2 Comprehensive Suite of HCM Solutions 31 Phone: +1 (203) 703 9000 www.criterionhcm.com 3 Talent Engagement • Applicant Tracking/Recruitment • On Boarding & Off Boarding • Performance Management • Learning Management • Compensation Management Payroll • Powerful Payroll • Flexible Payroll Batch Processing • Payroll Validations & Corrections • Time Capture • Expense Reimbursements • Complex Calculations • Payment Processing • Tax Reporting • GL Integration • Employee Self Service (also on Mobile) Human Resources • Comprehensive HRIS • Benefits Administration • Workforce Management • Position Management • Document Management • Reporting & Data Access • Employee Self-Service • Manager Self-Service • Customization 100% REST APIs Data Encryption POD Architecture Field Level Security Data Segregation 32 HR Functionality Comprehensive HRIS • Drag and Drop Dashboard Creation • User-Driven Analytics & KPIs • Employment Information • Effective Dating for all Employee Actions • Profile and Personal Demograhics Information • Dependent Information • Health & Welfare/Workers Comp. Tracking & Reporting • E-Verify • Integration with WOTC Services • Org-Charts with 4 different reporting structures • Security Role Driven profiles Benefits Administration • Benefits Administration • Open Enrollment, New Hire Enrollment, Life Events • ACA Reporting • Carrier Connectivity (EDI Files & Custom Files) • Effective dated Benefit Deductions – carried to payroll Workforce Management • Workforce Management/Time Sheets • Flexible Time Collection via Timesheets and Mobile App • Time Clock Terminal Software & Kiosk Capabilities • Time capture with up to 11 dimensions • Union Rule Configuration for Contract Premium Pays • Time Off / Leave Management – Unlimited plans • Repetitive & Shift/Rotating Based Scheduling • Time Approval by Project & Piece Work • Time Card Approval Workflows • Multiple Supervisor Approval per pay period by time worked • Digital Sign-off and Time Card Attestation - Configurable • Alerts for Overtime and Breaks • **ACA Approaching 30 hours Worked Reporting Position Management • Position Classification FT/PT/ Temp/IC/HCE • Multiple Positions & Rates • Position Management • Position Control • Union Job Classifications & Rate Tables • **Budget Tracking & Analysis by Position Document Management • Digital Documents & Forms • Configurable Forms Designer • Multiple Folders w/ access security for Administrators, Managers and Employees • Reporting on Forms data and surveys • E-Signature capabilities • Fed & State documents for compliance Reporting & Data Access • Dashboard Reporting & Real Time Analytics • Standard & Compliance Reporting • Ad Hoc Drag & Drop Reporting • SQL Access • Scheduled Reporting • Reporting on Configurable Forms and Screens Data Employee Self-Service • Employee Engagement & Company/Department News Feeds – configurable by employee type • Benefits - Open Enrollment, Life Events, View Plans Enrolled In • Time Off Requests • Time Entry • Documents – restricted by security profile • Employee/Manager Feedback Confidential Reporting • Surveys with NPS Scoring Alerts • Configurable Settings & Profiles • Absence Management Chatbot • 2 Factor Authentication • Multi-Language Support • IOS & Android Apps Manager Self-Service • Timesheet Review & Approval • Time Off Review & Approval • Attendance Tracking • Attestation Very Configurable Feature Delivery • Configurable Fields, Forms & Documents • Configurable/Custom Screens - Client Configurability • Notifications via Text & Email • Operates like In-house application / Access to Tables • Workflows • Single Sign On - Azure, Okta etc. 4 Comprehensive Suite of HCM Solutions Phone: +1 (203) 703 9000 www.criterionhcm.com33 Powerful Payroll • Analytics Dashboard • Labor Distribution • Multiple Companies/Entities • Multiple Countries - Tax rates automatically updated for US, Canada and UK • Multiple Pay Cycles within each Company • Multiple Pay rates / Individual in a single pay cycle • Multiple Bank Accounts for payment • Employees Multiple Bank Accounts (%, fixed amount) • Unlimited Batch Processing including within the same pay period and month • Certified (WH-347) reporting - Davis-Bacon, Integration with LCP Tracker • On & Off Cycle Processing • Unlimited Incomes – taxable & non-taxable - Effective Dating for each employee • Unlimited Deductions - Effective Dating for each employee Flexible Payroll Batch Processing • Hourly, Salaried, Contractor can be processed together • Special Pay Period • Special Tax Considerations • Externally calculated Incomes Import • Externally calculated Deductions Import • Calculate/Recalculate Gross to Net (unlimited) • Employee’s Pay Record, viewable/editable • Import of external Incomes & Deductions • Add/Remove Employees during batch creation • Bonus, Commissions • Notes to Employees • Modify Batch screen for sorting, filtering Payroll Validations & Corrections • Previous Pay Batch Comparison • Retro-Pay Calculations • Export of Batch to Excel Time Capture • Approved Time Data added directly from Criterion HCM Timekeeping • 3rd Party ERP and Time Clock Import through direct integrations Expense Reimbursements • Approved Expenses added directly from Criterion HCM Expense Management • Import of expenses Complex Calculations • Gross up Pay • Union Pay Calculations (Fringes & Deductions based on CBAs) • Configurable Treatment of Tax Calculations for Incomes and Deductions Payment Processing • Direct Deposit (ACH, EFT, BACS), Check, Pay Card • Standard and Custom Check stock formats • Payment type can be changed at Pay Processing • On Demand Pay integration with Clair • ACH Integration with Kotapay • Paycard intgegration with FinTwist Payroll Phone: +1 (203) 703 9000 www.criterionhcm.com 5 Phone: +1 (203) 703 9000 www.criterionhcm.com 34 Tax Reporting • Multiple options depending on your needs • Standard Reports Provided for In-House Filing • Integrations for Full Service Filing • Assisted Tax Filing with Aatrix GL Integration • API and CSV integrations with popular systems • Builtin apps for Sage, Acumatica, Microsft Dynamics, IFS and many more Employee Self Service (also on Mobile) • View Incomes & Deductions • Add/Change/Modify Tax Filing Status • View Pay History - Download Pay Period Statements • Add/Edit Direct Deposit Details - %, Fixed Amounts, select Pay Period • Expense Reporting Reporting & Data Access • Dashboard Reporting & Real Time Analytics • Standard & Compliance Reporting • Ad Hoc Drag & Drop Reporting • SQL Access • Scheduled Reporting • Tax Reporting options • Compliance - USA - W2, 940/941, Canada – ROE, T4, T4A, UK – P11D Payroll (continued) Phone: +1 (203) 703 9000 www.criterionhcm.com 6 35 Phone: +1 (203) 703 9000 www.criterionhcm.com Comprehensive Suite of HCM Solutions Phone: +1 (203) 703 9000 info@criterionhcm.com www.criterionhcm.com 7 Talent Engagement Applicant Tracking / Recruitment • Recruitment/Application Analytics Dashboard and Reporting • Connectivity frame for job posting to website and internal job board • Workflow back to hiring managers • Online Applications (including E-Signature) • Question sets – including “knock out” questions • Interview template for recording notes • Job requisition forms with workflow • Position Management • Application & Resume digitally parsed to collect candidate data • Email and Text message communication to Candidates • Preboarding Portal • Offer Letter • Background Screening – through Partners • Job Board Integrations - Over 25,000 Job Boards On-Boarding & Off-Boarding • New Hire Wizard • Tracking of Hiring steps • Auto-movement of all data collected in the recruitment process to Employee Record • Unlimited Onboarding & Offboarding Templates • Workflow for onboarding & offboarding • Trackable onboarding and offboarding tasks • Forms, Documents, Electronic Signature Docs, Learning, Tasks & Benefits Enrollment • Alerts related to task completion Performance Management • Company & Employee Goals • Manager Reviews of employee • 360 degree reviews • Multiple Frequency Options • Unlimited Competencies • Unlimited Review Templates and Types • Digital Review Storage • Digital Signature Sign-off on Reviews Learning Management • Auto-assign courses based on employee group • Assign courses by manager • Employee selects from Course Catalog • SCORM File or AICC formats supported • Word, Excel, PowerPoint, Text, PDF formats supported • Training Tracking - Upcoming, Past Due, by Course, by Class, by Employee • Reporting on Training • Certifications - Uploading, tracking/alerting on expiration date(s), Recertification process • Skills Library - Unlimited Skills Categories, Skill Levels • Searchable Library to find qualified employees Compensation Management • Unlimited number of distribution rounds • Restricted based on security profile • Additional Employee/Position Data can be added • Date of last pay raise • Last Performance Review rating • Pay Range for Employee’s position • Merit & Bonus distributions • Budget distribution • Workflow process for Compensation Approval • Effective Date Compensation Distribution to Payroll Phone: +1 (203) 703 9000 www.criterionhcm.com 7Comprehensive Suite of HCM Solutions 36 8 Recruiting • View Job Postings • Candidate information/details • Communicate internally with Recruiter(s) • Conduct Interviews On-Boarding • View all outstanding personal tasks (both new hire & other employees) • Due dates color coded for priority completion • Complete assigned tasks • Complete/Sign/Submit forms • Update personal data – Address, Dependents, Banking details, etc. Performance Reviews • Complete Reviews • View Review History - Both Personal & Direct Reports • Maintain Journals - Both Personal & Direct Reports (maintain private journals) • Feedback - Request & Receive • Set/Update Goals – Company, Personal & Direct Reports Learning Management • View Courses/Classes Assigned • Select new Courses/Classes from Course Catalog • View Course History • Instructor Access to Roster, Attendance, Grading Expense Reporting • Take a picture & upload receipts Surveys • eNPS • Anonymous responses available Calendars • Upcoming Company Events • Birthdays • Training • Time Off – Personal & Team Additional capabilities • Feedback - Named & Anonymous • Engagement & New Feeds • Configurable Fillable Screens • Reusable Forms • Company Documents Library • Company Videos • External Links Self-Service Phone: +1 (203) 703 9000 www.criterionhcm.com 8 37 Self-Service Phone: +1 (203) 703 9000 www.criterionhcm.com Phone: +1 (203) 703 9000 www.criterionhcm.com 9Comprehensive Suite of HCM Solutions System Configuration HR Administration • ACA - 1094/1095 reports & transmission to IRS • Benefits - Date Effective including new Rate Tables, Formula Driven Plan Qualification • Carriers • Company Events • Delegations • Employee Groups • Holidays • Jobs • On & Off Boarding • Open Enrollments - Multiple Enrollment capabilities, New Hire, Life Events • Projects • Salary Grades - Grades, Steps in Grade Ranges • Screening • Task Groups/Projects - Subprojects & Cost Codes • Create Tasks, Assign to Employees to track time or auto-distribute based on % • Time Offs - Unlimited Time Off Plans, Accrue, Block Issue, Carry Over (or not, or a limited amount and a limited time) • Work Locations • Work Periods – Standard Work Hours Payroll Administration • Bank Accounts • Multiple Payroll Accounts for each Company • Deduction Frequencies • Deductions • GL Account Mapping • GL Integration w/Labor Distribution • GL Accounts • Incomes - Taxable or Non • Pay Groups • Payroll Schedules • Shift Rates • Tax Rates • Time Clocks • Timesheet Layouts • Union Rate Tables • Fringes and Deductions (Employee and Employer Contributions) • Workers Compensation Recruiting Administration • E-Verify • Job Publishing Sites • Question Sets • Recruiting Settings Compensation Administration • Compensation Rounds • Merit increases and bonus allocations - $ or % General Administration • Dashboards • Documents • Forms • Self-Service Links • Videos Learning Management Administration • Certifications - Track Expirations & Renewals • Classes • Courses • Instructors • Learning Paths • Skills Library Performance Management Administration • Company Goals • Rating Scales • Competency Library • Review Periods • Review Templates 38 10 System Configuration (continued) Employee Engagement Administration • Badges • Communities • Confidential Reporting • Survey’s eNPS • Survey eNPS Results • Feedback • Reports • Screens Task Scheduler • Automate processes • Reports – Standard, Custom & Ad-Hoc • Auto add Benefits & Benefit Plan Calculations • Certification Expiration & Overdue Notifications • Time Off Accruals & Timesheet Alerts • Employee/Course Scheduler • Apps • Carrier Connects System Configuration • API Keys • Apps • Calendar Policies • Classification Codes • Code Tables – Modify existing & create new Code Tables (drop down menu selections) including language • Compensation Types – create new based on (non)cash, (non)taxable, (non)subject combinations • Custom Fields and Formats • Custom Localization • Custom Reports • Custom Screens • Data Import • Deduction Types • Document Delivery – W2s, T4s, P11Ds, Paychecks from 3rd Party Payrolls • Employers - Unlimited • ESS Widgets • External Systems • Field Configuration – Audit any data field • General Ledger • Notifications & Layouts – Customize Message & Delivery – Email, SMS Text & ESS • Overtime Rules • Password Policies – Password complexity • Payroll Settings • Report Settings – Date, Time and Name formats • Security Profiles • Self-Service Help • Support Access - Limit Client Support access by IP Address & Expiry Time • Tax Engine • Workflows Phone: +1 (203) 703 9000 www.criterionhcm.com 10 39 Phone: +1 (203) 703 9000 www.criterionhcm.com Phone: +1 (203) 703 9000 www.criterionhcm.com 11Comprehensive Suite of HCM Solutions Hosting • Amazon Web Services (AWS) • SOC II Compliant • Public Cloud, Private Cloud, On-Premises • Hosting facility is dictated by company location (US, Canada, UK) Security Structures • POD Architecture • Limited number of clients/POD • Multi-Server Farms • 100% Uptime • Uptime Monitoring Security Monitoring • Amazon Inspector • Amazon GuardDuty • Amazon Macie Access Monitoring • All access to Criterion HCM is through RESTful API calls • All calls are logged at Load Balancer • Kibana is used to monitor access - Login Attempts, Error Logs • AWS CloudWatch monitors all activities Data Encryption • All data encrypted at rest • Login Password Hashing - HmacSHA512, Unique salt for each user • Database Passwords encrypted - 256 bit AES, Tenant’s encryption keys, 90 day key rotation Disaster Recovery • To the minute recovery for last 35 days, weekly beyond • Servers & Infrastructure can be rebuilt in less than 4 hours • AWS Aurora maintains copies of data in 3 availability zones • Read only replica in a different region than primary • All backups are encrypted • Annual testing Multi-Level Employee Security • 2 Factor Authentication (2FA) • Single Sign On (SSO) - Azure, Okta Software Stack • HTML 5 • 100% RESTful API • Play Framework, Scala • AWS Aurora, MySQL Support Portal Access • All Criterion Implementation & Support is accessed through the Support Portal • Clients, optionally, can enable Support Portal Access to their designated support person and can, optionally set expiration time • All access by Criterion personnel through the Support Portal is logged and available for client review • Access to the Support Portal is restricted to whitelisted IP Addresses • Criterion personnel are restricted access to being either within Criterion offices or VPN • Any terminated Criterion personnel’s access is removed immediately Technology & Security 40 www.criterionhcm.com Criterion 301 Merritt 7 Norwalk, CT 06851 United States What Can Criterion Do for Your Organization? Get in touch to find out and schedule a free personalized demo. Phone: +1 (203) 703 9000 info@criterionhcm.com 41 42 .. RESOLUTION NO. 17-13-13835 A Resolution authorizing the City Manager to enter into a contract with Icon Enterprises, Inc., d/b/a/ CivicPlus to create a new and unique city website through a piggyback agreement from the City of Knoxville. The City will receive the same pricing and terms as the City of Knoxville agreement in the amount of $21,980.00 from the City Manager's Office account number 001-1310-513-4634 with a current balance of$ 35,120. WHEREAS, the current City of South Miami's website is outdated, not user friendly, and inefficient; and, WHEREAS, the city desires to develop an up to date, services oriented website for its residents and business owners; and WHEREAS, Icon Enterprises, Inc., d/b/a/ CivicPlus will create a unique website for the City that includes all functionality as defined in Exhibit A-CivicPlus Project Deliverables, attached hereto; and WHEREAS, after 48 consecutive months, the city becomes fully eligible for a CP Basic Redesign at no additional cost to the city as per attached Exhibit B; and WHEREAS, the city shall enter into agreement with Icon Enterprises, Inc., d/b/a/ CivicPlus through a piggyback agreement from the City of Knoxville for the same pricing and terms. NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA: Section 1. The City Manager is hereby authorized to enter into a contract with Icon Enterprises, Inc., d/b/a/ CivicPlus to create a new and unique city website through a piggyback agreement from the City of Knoxville for an amount not to exceed $21,980.00 for the first year's annual support, maintenance & hosting. The pricing for year 2 and beyond for annual support, maintenance, and hosting shall be in the amount of $4,425.00. Section 2. If any section clause, sentence, or phrase of this resolution is for any reason held invalid or unconstitutional by a court of competent jurisdiction, the holding shall not affect the validity of the remaining portions of this resolution. Section 3. This resolution shall become effective immediately upon adoption by vote of the City Commission. /_ I PASSED AND ADOPTED this22ndtay of January !.\:--+.;,L.-7--L&.:c~~+L.~~~· , 2013. COMMISSION VOTE: 5-0 Mayor Stoddard: Yea Vice Mayor Liebman: Yea Commissioner Newman: Yea Commissioner Harris: Yea Commissioner Welsh: Yea 43 To: Via: From: Date: Subject: Background: Expense Account Attachments: CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM South Miami The Honorable Mayor & Members of the City Commission Steven J. Alexander, City Manager ~ordinating Officer/Code Enforcement Director January 22, 2013 • Agenda Item No.:~ hn:d mr 2001 A Resolution authorizing the City Manager to enter into a contract with Icon Enterprises, Inc., d/b/a/ CivicPlus to create a new and unique city website through a piggyback agreement from the City of Knoxville. The City will receive the same pricing and terms as the City of Knoxville agreement in the amount of $21,980.00 from the City Manager's Office account number 001-1310-513-4634 with a current balance of $35,120.00. The city desires to develop an up to date, services oriented website for its residents and business owners. Icon Enterprises, Inc., d/b/a/ CivicPlus will create a unique website for the City that includes all functionality as defined in Exhibit A -CivicPlus Project Deliverables, attached hereto. • After 48 Consecutive months, the city becomes fully eligible for a CP Basic Redesign at no additional cost to the city as per attached Exhibit B. Year two (2) and beyond, annual support, maintenance arid hosting would be an additional cost of $4,425.00. $21,980.00 001-1310-513-4634 (current balance=$35,120.00) Proposed Resolution Bid and Contract from the City of Knoxville 44 C ;) Service & License Agreement for South Miami, FL Project Development with Redesign Organization City of South Miami URL www.southmiamiff.gov Street Address 6130 Sunset Drive Address 2 City South Miami State FL Postaf·---- Code 33143 CivicPlus provides telephone support for all trained clients from 7am -?pm Central Time, Monday-Friday (excluding holidays). Emergency Support is provided on a 24/7/365 basis for representatives named by the Client. Client is responsible for ensuring CivicPlus has current .... updates. Emergency Contact & Mobile Phone Steven Alexander (305) 668-2510 Emergency Contact & Mobile Phone Carmen Baker (305) 216-8958 Emergency Contact & Mobile Phone Alfredo Rivero! (305) 588-1850 Billing Contact Alfredo Rivero! E-Mail Phone 305 588-1850 Ext. Fax Billing Address 6130 Sunset Drive Address 2 City South Miami ST FL Postal Code Tax ID# 590000431 Sales Tax Exempt# Billing Terms Net 30 days Account Rep Info Required on Invoice (PO or Job#) PO# Contract Contact steven Alexander Email Phone 305 668-2510 Ext. Fax Project Contact Carmen Baker Email Phone 305 668-7334 Ext. Fax Terms & Conditions Client Deliverable ariverol@southmiamifl.gov 33143 85-8012621693C-1 Alfredo Rivero! SAlexander@southmiamifl.gov 305 663-6345 cbaker@southmiamifl.gov 305 666-4591 1. Icon Enterprises, Inc., d/b/a CivicPlus will create a unique website for the City of South Miami (Client) that includes all functionality as defined in Exhibit A-CivicPlus Project Deliverables, attached hereto. 2. After 48 consecutive months under these terms and associated pricing, Client becomes fully eligible for a CP Basic Redesign at no additional cost. See Exhibit B for complete details. Additional Services 3. Client may contract with CivicPlus for additional Consulting, Website Design, Setup, Programming, site modification, Training services (Project Development Services), Additional Page and/or Graphic Design that exceed those defined in Exhibit A. CivicPlus will invoice Client for the additional services immediately prior to project Go-Live. Services that involve billable time beyond the contracted amount will be documented and invoiced. Written approval by the Client is necessary before billable time is incurred. Page 1 of4 C::ivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 45 C;, Service & License Agreement for South Miami, FL 4. Client may contract with CivicPlus for additional Annual Support, Maintenance & Hosting services that exceed those defined in Exhibit A. CivicPlus will invoice Client for annual services immediately prior to project Go-Live. Modules that incur additional usage fees may be purchased and activated at any time. Billing & Payment Terms 5. One-third of the total Project Development fee will be billed upon completion of design; one-third of the total Project Development fee will be billed upon completion of content. The remainder of the Project Development fee and any additional Project Development services will be invoiced after training has been completed. 6. The client shall sign a project completion and acceptance form prior to project go-live. The date may be extended if material system or operational failures are encountered. Immediately after completing training the finc!I bill for the project development services will be billable and payable. All Parties agree that the website will not go-live until the project is accepted in writing by the client. 7. Project Development invoices are due by the first of the following month, but no later than 30 days from invoice date. Project Development will be discontinued if payment is not made within 30 days after the invoice due date. 8. Invoicing for Annual Support, Maintenance & Hosting begins one {1} year from contract signing. 9. Annual Support, Maintenance & Hosting invoices may be prorated in order to correlate with the Client's budget year, and are invoiced prior to the year of service. 10. After project go-live, if the Client's account exceeds 60 days past due, Support will be discontinued until the Client's account is made current. If the Client's account exceeds 90 days past due, Annual Support, Maintenance & Hosting will be discontinued --------+uff'lnttHhe-6Henfs-aeeot.mt-is-made-eurrent.-GHent-wHH:le-give~0-days-notiee-prioF-to-diseontinuat/Ofl-ofserviees-for-nor.------- payment. 11. A finance charge of 2.9 percent {%} per month or $5.00, whichever is greater, will be added to past due accounts. Payments received will be applied first to finance charges, then to the oldest outstanding invoice(s) up to 90 days. If the Client's account exceeds 90 days past due, Annual Support, Maintenance & Hosting will be discontinued until the Client's account is made current. 12. PrnvirlArl thA t;liAnt'i:: :::ir.r.mmt ii:: r.mrAnt, :::it ::my timA fhA r.liAnf mAy n:,q11Ai::t :::in F!IAr.trnnir. r.npy nf thA wAhsitA r.11i::tnmAr Content {graphic designs, web content, page designs and banners). Client may receive one complimentary copy every four years. If Client requests additional copies, Client agrees to pay $250 per completed request. Provided the Client's account is current, upon termination of services client may request a complimentary electronic copy of website Customer Content and Government Content Management System {GCMS) Software. Agreement Renewal 13. This contract shall remain in effect for a period of one year (12 months) from signing. In the event that neither party gives 60 days' notice prior to the end of the initial or any subsequent term, this Agreement will automatically renew for an additional contract term, limited to no more than 5 years {60 months). After 48 consecutive months under the terms of this contract and associated pricing, Client will be fully eligible for a CP Basic Redesign at no additional cost. 14. Either party may terminate the agreement at the end of the contract term by providing the other party with 60 days written notice prior to the contract renewal date. 15. In the event of contract termination, Client forfeits eligibility for the CP Basic Redesign and all funds applied to such eligibility. 16. Each year this Agreement is in effect, a technology investment and benefit fee of 5 percent(%) of the total Annual Support, Maintenance & Hosting costs will be applied. Support 17. ClvicPlus will provide unlimited telephone support Monday-Friday, 7:00 am-7:00 pm (Central Time) excluding holidays, for all trained Client staff. Emergency Support is provided on a 24f7/365 bas.is for emergency contacts named by the Client. Client Is responsible for providing CivlcPlus with contact updates. • 18. Support includes providing technical support of the CivicPlus Government Content Management Software, application support (pages and modules), and technical maintenance of Client's website. Following initial setup, additional page design, graphic design, user training, site modification, and custom programming may be contracted-separately for an additional fee. 19. During the period of this agreement and subsequent annual renewals, CivicPlus warrants that It will, without additional charge to the client, take action to correct any problems or defects discovered in the Software and reported to CivicPlus by the client, such warranty to include ongoing maintenance upgrades and technical error correction. CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 Page 2 of4 46 C ;» Service & License Agreement for South Miami, FL 20. CivicPlus provides online website statistics software at no extra charge. If Client desires to use other website statistic software, CivicPlus will provide the necessary log file access. Marketing 21. Client will work with the CivicPlus Marketing Department to make a reasonable attempt to gather information and meet deadlines associated with website ·award contest entries throughout the term of this agreement, and to create a case study related to their website. 22. Client permits CivicPlus to include an example of the Client's home page and a link to the Client's website on the CivicPlus corporate website. 23. Client will make a reasonable attempt to work with the CivicPlus Marketing_ Department to create a news item to be released in conjunction with their project Go-Live date. Client will provide CivicPlus with contact information for local and regional media outlets. CivicPlus may use the press release in any marketing materials as desired throughout the term of this Agreement. 24. Client allows CivicPlus to display a "Powered by CivicPlus" insignia, and web link at the bottom of their web pages. Client understands that the pricing and any related discount structure provided under this agreement assumes such perpetual permission. Intellectual Property, Ownership & Content Responsibility 25. Upon full and complete payment of submitted invoices for the Project Development and launch of the website, client will own the graphic designs, web content, page designs and banners ("Customer Content"), as well as the GCMS Software. 26. Upon completion of the development of the site, client will assume full responsibility for website content maintenance and content administration. Client, not CivicPlus, shall have sole responsibility for the accuracy, quality, integrity, legality, reliability, appropriateness, and intellectual property ownership or right to use of all Customer Content. 27. Client shall not (i) license, sublicense, sell, resell, transfer, assign, distribute or otherwise commercially exploit or make available to any third party the Software in any way; (ii) modify or make derivative works based upon the software; (iii) create Internet "links" to the Software or "frame" or "mirror" any Government Content Management System administrative access on any other server or wireless or Internet-based device; or (iv) reverse engineer or access the Software in order to (a) build a competitive product or service, (b) build a product using similar ideas, features, functions or graphics of the GCMS Software, or (c) copy any ideas, features, functions or graphics of the Software. 28. The CivicPlus name, the CivicPlus logo, and the product and module names associated with the GCMS System are trademarks of CivicPlus, and no right or license is granted to use them. Indemnification 29. Client shall defend, indemnify and hold harmless CivicPlus, its partners, employees, and agents from and against any and all lawsuits, claims, demands, penalties, losses, fines, liabilities, damages, and expenses including attorney's fees of any kind, without limitation, in connection with the operations of and installation of software contemplated by this Agreement, or otherwise arising out of or in any way connected with the CivicPlus provision of service and performance under this Agreement. This section shall not apply to the extent that any loss or damage is caused by the negligence or willful misconduct on the part of CivicPlus. If Client and CivicPlus are both negligent, damages shall be apportioned in accordance with the percentage of negligence of each party. This paragraph is not intended to benefit entities not a party to this contract. 30. CivicPlus will not be liable for any act, omission of act, negligence or defect in the quality of service of any underlying carrier or other service provider whose facilities or services are used in furnishing any portion of the service received by the customer. CivicPlus will not be liable for any failure of performance that is caused by or the result of any act or omission by customer or any entity other than CivicPlus that furnishes services, facilities or equipment used in connection with CivicPlus services or facilities. 31. Except as expressly provided in this Agreement, CivicPlus makes no expressed or implied representations or warranties, including any warranties regarding merchantability or fitness for a particular cause. Force Majeure 32. No party shall have any liability to the other hereunder by reason of any delay or failure to perform any obligation or covenant if the delay or failure to perfor'TI is occasioned by force majeure, meaning any act of God, storm, fire, casualty, unanticipated work stoppage, strike, lockout, labor dispute, civic disturbance, riot, war, national emergency, act of Government, act of public enemy, or other cause of similar or dissimilar nature beyond its control. CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 Page 3 of 4 47 C ;a Service & License Agreement for South Miami, FL Enforcement 33. In any litigation arising out of the terms and conditions of this contract the parties waive the right to a jury trail and venue shall be in Miami-Dade County, Florida. Acceptance We, the undersigned, agreeing to the conditions specified in this document, understand and authorize the provision of services outlined in this A1/eftt. / /✓/-------- -----✓ / <Glf1'of ~-°,~thMja'ini ,,,-/ c.----/--. Sign and e-mail or Fax this Copy Attn: Contract Manager Email: SalesCoordinators@CivicPlus.com Fax: 785-587-8951 ?.-. I--0 Date Date And -Mail Two (2) Signed Originals CivicPlus Contract Manager 317 Houston St., Suite E Manhattan, KS 66502 We will e-mail or fax a counter-signed copy of the contract back to you so we can begin your project. Upon receipt of two signed originals, we will counter-sign and return one copy for your files. -Remainder of this page left intentionally blank- I CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 Page 4 of4 48 C;, Service & License Agreement for Knoxville, IA Organl:i:ation Cily of Knoxville Street Address 305S 3rd Address2 City Knoxville Project Development with Redesign Stato IA URL Postal Code www.dlscoverknoxville.com 50138 ClvlcPlus provides telephone support ror au !rained cllenlS fl'Oll'I 7am-7pm Central Time, Monday-Friday (excludlno holldays). Emergency Support Is provided on a 2417/365 basis for representaUves named by the CllenL Client Is responsible for ensuring CMcPlus has current u dales. Emergency Contact & Mobile Phone Emergency Contact & Mobile Phone EmorgcncyContact & Mobile Phona Bitting Contact Heather Ussery Phone (641) 828-0550 BilUng Address 305S3rd Address 2 City Knoxville Tax ID# 42-6004843 BillingTenns Net30days Harold Stewart (641) 820-1842 Heather Ussery (641) 891--86;43 Dylan Feik (801) 821-1734 Ext. 4 ST IA E·Mall Fax Poslat Code Sates Tax Exempt# Accounl ·Rep tnro Required on Invoice (PO or Job#) N/A Contract Contact Harold Stewart Email Phone (641) 828-0550 Ext, 2 Fax Project Contael Harold Stewart Email Phone (641 ) 828-0550 Ext. 2 Fax Terms & Conditions Client Deliverable cltyclerk@discoverknoxvllle.com {641) 828-0511 50138 A-103695 Robert Disberger cilymanager@dlsooverknoxville.com (641) 828-0511 cilymanager@dlscoverknoxville.com (641) 828-0511 1. Icon Enterprises, Inc., d/b/a CivicPlus will create a unique website for the City of KnoxvHle (Client) that Includes all runclionality as defined In Exhibit A -CivlcPlus Project Deliverables, attached hereto, 2. After 46 consecuUve monlhs under these terms and associated pricing, Client becomes fully eligible for a CP Basic Redesign at no addillonal cost. See Exhibit B for complete detalls, Addlllonal Services 3. Client may contract with ClvicPlus for additional Consulting, Website Design, Setup, Programming, site modification, Training seivlces (Project Development Services), Additional Page and/or Graphic Design that exceed those doflned in Exhibit A, CivicPlus will invoice Client for the addl6onal seivices Immediately prior to project Go-live. Services thal Involve billable lime beyond the contracted amount will be documented and Invoiced. Written approval by the Client is necessary before blllable time is incurred. ClvlePlus • 317 Houston St., Suite E • Manhattan, KS 86502 • ·www.CMcPlus.com Toll Free 886·228·2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-5B7•8951 Page 1 of 4 49 C;, Service & License Agreement for Knoxville, IA 4. Client may contract with ClvicPlus for addilional Annual Support, Maintenance & Hosting services that exceed those defined In Exhibit A. CivicPlus will Invoice Client for annual services Immediately prior to project Go-Live. Modules that incur additional usage fees may be purdiased and activated at any lime. B!ll!ng & Payment Terms 5. One-third of the total Project Developmenl fee will be billed upon completion of design; one-third of the total Project Development fee will be billed upon complelfon of content. The remainder or the Project Development fee and any addlllonal Project Development services will be Invoiced after training has been completed. 6. The client shall sign a project compfelion and acceptance form prior to project go-live. The date may be extended if material system or operallonal failures are encountered. Immediately after completing training the final bill for the project development services will be billable and payable, All Parties agree that !he website will not go-live until Iha project Is accepted in writing by thecllent. 7. Project Development invoices are due by the first of the following month, but no later than 30 days from Invoice dale, Project Development will be discontinued if payment ls not made within 30 days after the Invoice due date. 8. Invoicing for Annual Support, Malntenanco & Hosting begins one (1) year from contract signing. 9. Annual SuppQrt, Maintenance & Hosting invoices may be prorated In order to correlate with the Cllent's budget year, and are Invoiced prior to the year of service. t~Mer project go-tlve,1flftaC!ienfsaccount exceeds 60 days past due, Support will be discontinued until the Cllent's account Is made current. If the Cllent's account exceeds 90 days past due, Annual Support, Maintenance & Hosting will be discontinued unill the Cllenl's account fs made current. Client will be given 30 days notice prior lo discontinuation of services ior non- payment. 11. A finance charge of2.9 percent(%) per month or $5.00, whichever Is greater, will be added to past due accounts. Payments received will be applied first to finance charges, then to the oldest outstanding lnvofce(s). 12. Provided !he Client's account Is current, at any time the Cllent may request an electronic copy of the website Customer COntent {graphic deslgMs, web content, page des!gns and banners). Cf:ent may reco!vo on3 complfmanta1y copy aver; four years. If Client requests addltfonal copies, Cllent agrees to pay $250 per completed request. Provided !he Client's ace-0unt is current, upon lermlnaUon of selVices cllent may request a compllmentary electron le copy of website Customer Content and Government Content Management System (GCMS) Software. Agreement Kenewai 13. This conlract shall remain In effect for a period of one year(12 mon!hs) from signing. In the event that neither party gives 60 days' notice prior to the end of the lnlllal or any subsequent tenn, this Agreement will automaUcally renew for an addilional conlract term. After 48 consecuuve months under the terms of this contract and associated pricing, Client will be fully eligible for a GP Bas!c Redesign at no additional cost. 14. Either party may terminate the agreement al lhe end of Iha contract term by providing the other party with 60 days written notice prior lo the contract renewal date. 15. In the event of contract tenninalion, Cllent forfeits eligibllily for the CP Basic Redesign and all funds applied to such eHgibffity, 16. Each year this Agreement Is In effect, a technology investment and benefit fee of 5 percent(%) or the total Annual Support, Maintenance & Hosting costs will be applied. Support 17. CivicPlus will provide unUmiled telephone support Monday-Friday, 7:00 am-7:00 pm (Central Time) excluding holidays, for all trained Client staff. Emergency Support Is provided on a 24n/365 basis for emergency contacls named by the Client. Client Is responslble for providing ClvlcPlus with contact updates. 1 a. Support Includes providing technical support of the CivfcPlus Government Content Management Software, applicaUon support (pages and modules), and technlcal maintenance or Client's website. Following lnlUaf setup, addftlonal page design, graphic design, user training, site modlllcatlon, and custom programming may be contracted separately for an addfUonal fee._ 19. During the period of lhls agreement and subsequent annual renewals, ClvicPlus warrants that It will, without addlUonal charge to the client, take action to correct any problems or def eels discovered in Iha Software and reported lo CivlcPlus by the client, such warranty to include ongoing maintenance upgrades and technlcal error correction. 20. CivicPlus provides online website statistics software al no eKtra charge. If Client desires to use other websile staUsUc software, ClvicPlus v.ill provide the necessary log me access. ClvlcPlus • 317 Houston SI., Suite E • Manhattan, KS 66502 • www.CiviaPlus.com Toll Free 888·228-2233 • AccounUng Exf. 291 • Support Ext. 307 • Fax 785-587-8951 Page2 of 4 50 C ;a Service & License Agreement for Knoxville, IA Marketing 21, Cllent will work with Iha CivlcPlus Marketing Department to make a reasonable attempt lo gather Information and meet deadlines associated with website award contest entries throughout the term of \his agreement, and to create a case study rela led lo their webslle. • 22. Client permits ClvicPlus to Include an example of the Client's home page and a link lo the Client's website on the CMcPlus corporate website, 23. Client will make a reasonable attempt to work with the ClvlcPlus Marketing Department to create a news item to be released In conjunction with their project Go-Live date. Cllent will provide CivlcPlus with contact information for lo.cal and regional media outlets. ClvicPlus may use the press release in any marketing materials as desired throughout the term of this Agreement. 24. Client allows Civicl;llus to display a "Powered by ClvlcPlus" Insignia, and web link at the bottom of their web pages. Client understands that the pricing and any related discount structure provided under this agreement assumes such perpelual permission. Intellectual Property, Ownership & Content Responslblnty 25. Upon full and complete payment of submitted Invoices for !he Project Development and launch of the website, cliMt will own the graphic designs, web content, page designs and banners ("Customer Content"), as well as the GCMS Software. 26. Upon complelion of lhe development or the site, client will assume full responsibility for website content maintenance and content administration. Client, not CivicPlus, shall have sole responsibility for the accuracy, quality, int~grity, legality, reliability, appropriateness, and Intellectual property o'Wl'lershlp or right to use of all Customer Content. 27. Client shall not (i) llcense, subf[cense, sell, resell, transfer, assign, distribute or otherwise commerclally exploit or make available to any third party the Software in any way; (ii) modify or make derivative works based upon the software; (Ill) create Internet "finks" to the Software or "frame" or ~mirror' any Government Content Management System administrative access on e,ny other server or wireless or Internet-based device; or (iv) reverse engineer or access the Software in order to (a) build a competitive product or servrce, (b) build a product using similar ideas, features, functions or graphics of the GCMS Software, or (c) copy any Ideas, features, funcUons or graphics of the Software. 28. The ClvlcPlus name, the CivicPlus logo, and the product and module names associated with the GCMS System are trademarks of CivlcPlus, and no right or license Is granted to use them. Indemnification 29. Client shall defend, indemnify and hold harmless CivlcPlus, Its partners, employees, and agents from and against any and all lawsuits, claims, demands, penalties, losses, fines, liabilities, damages, and expenses Including attorney's fees of any kind, without limitation, in connection with the operations of and lnstallatlon of software contemplated by this Agreement, or otherwise arising out of or In any way connected with the CivicPlus provision of service and perfonnance under this Agreement. This section shall not apply to the extent that any loss or damage is caused by the negligence or willful misconduct on the part or ClvicPlus. If Client and ClvicPlus are both negligent, damages shall be apportioned In accordance with the percentage of negligence of each party. This paragraph is not intended to benefit enliUes not a party to this contract. 30. CivicPlus wlll not be liable for any act, omission of act, negligence or defect in the quality of service of any undel1ying carrier or other seNlce provider whose facll!tles or seivices are. used In furnishing any portion or the service received by the customer. CivicPlus will not be liable for any failure of performance that is caused by or the result of any act or omission by customer or any entity other than ClvicPlus that furnishes services, facilities or equipment used In connection with ClvlcPlus services or facilities. 31. Except as expressly provided In this Agreement, CivlcPlus makes no expressed or implied representations orwarrantles, including any warranttes regarding merchantabllity or fitness for a particular cause. Forco Majeure 32. No party shall have any liability to the other hereunder by reason of any delay or failure to perfonn any obligation or covenant if the delay or failure lo perform is occasioned by force majeure, meaning any act of God, storm, fire, casualty, unanticipated work stoppage, strike, lockout. labor dispute, civic disturbance, riot, war, nallonal emergency, act of Government, act of public enemy, or other cause of slmilar or dissimilar nature beyond Its control. CivlcPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivfcPJus.com Toll Free 688-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785·587·8951 Page3of 4 51 C ~ Service & License Agreen1enl (9r Knoxville, IA Accoptonce we. the undersfgnod, agreeing to 11\e conditions specified In this document, understand and authorize the provision of services outline() in lhis Agreement. ~--· --=--------------City Knoxville Sign and o•mall or Fax this Copy Alm: Contract Manager Date Oal8 And -Mail Two (2) Signed Originals C!vioPlus Con!racl ManaC"er 317 Houston St., Sw!lo E Fa~;785-587-8051 ........... ·--···---........... ·-.. ---·-··---·-----··Manhattan, KS· 66502 ---------··---·-·.J We will a-mail or fax a counlElr-slgned copy of the contract back to you so we can begin your pro)ecl. Upon receipt of two signed origin~ls, we will counter-sign and return 011e copy for your files. --Rainaimior oi ihi~ pago ie.fi inleniionaiiy-biank- ClvicPlus • :i 17 Houslon St., Suile E • Manhnltall, KS 66502 • www.CivicPlus.com ToH Free 088-?.20·2233 • /\ccauntrng ISxt. 291 • SuJ>port Ext. 307, Fax 7fl5-567·8951 Pago 4 of ,1 52 C:;. Service & License Agreement for South Miami, FL Exhibit A -CivicPlus Project Deliverables All Quotes are in US Dollars and Valid for 30 Days from January 16, 2012. 1·Pr0Jocfi5avafo·jjrnenc---·· · · -· ··--····•· ··· ·· ----···· -------------···· -------·•• f ;~:'.;e~~~~~~t:~~:J};~~~~\ ~~;~e~=~~0c~~~:~~~a e noUo~xceed 10 GB--··-···---------···--······ ·---·-1n~i~d~d---•·--- -----···--· ....... _g ______ ···•······· ··-··------------·'·-~-----~rl.-·-······ ··-- --Remainder of this page left intentionalty blank- CivlcPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888--228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 Exhibit A 1 of 3 53 C ;) SeNice & License Agreement for South Miami, FL Project Development Phase 1: Analysis and Timeline Development Deliverable: Project Timellne and worksheets Phase 2: Website Design Deliverable: Website Design Composition Phase 3: Navigation Architecture Development Deliverable: Navigation struciure optimized for your website Phase 4: Modules and Site Setup Deliverable: Set up fully functional site, software that runs the site, and site's statistical analysis. Phase 5: Content Development of 100 standard pages and up to 500 supporting elements Deliverable: Website content development and module content. Phase 6: Test and Review, Establish Future Expectations Deliverable: List of items that need to be addressed Phase 7: 24 Hours Interactive Webinar Training (up to 6 employee!!) Quote includes free use of up to 6 webcams and headsets ue11verahle: Train System Admlnlstrator(s) on GCMS Administration, permissions, setting up groups and users, module administration. Basic User training on pages, module entries, applying modules to pages. Applied use and usability consulting to result in effective communication through your website. Phase B: Go-Live and Project Review Deliverable: Final project review report Phase 9: Marketing neuver~b!e: Registration ofs.ite·wm, a!! major search engines Phase 10: Ongoing Consultation Deliverable: Site review with recommendations for enhancements to improve visitor interaction; layout, design and content recommendations. i--,A-d,_d,.,.ltl.,..o_n_a~l~Fc-u_n_c~tlonallty Google Translation Tool Gov 2.0 Upgrades Blog Share Facebook Integration Twitter Integration Options Included In One-Time Fee None Total Project Development Fee $1,757 $4,621 $1,261 $1,758 $5,133 $1,955 $3,840 $1,194 $461 Included Included Included Included n/a $21,980 Ffrst Year Annual Support, Maintenance and Hosting Fee Included Server storaae not to exceed 15 GB· Media Center stora!le not to exceed 10 GB _ _ CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 •www.CivicPlus com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 Exhibit A 2 of 3 54 C;, Service & License Agreement for Knoxvme, IA Profect Develo1>ment Includes the Followlna: Modules I Functlonalltv • Agenda Creator . Action Items Queue • Alerts Center & Emergency Alert Notilication • Audit Trail/ History log • Archive Cenler • Automated PDF Converter • Bid Postings • Automatic Content Archiving • Business/Resouroe Directory • Content Library • Calendar • Dynamic Breadcrumbs • Carbon Calculator • Dynamic Sitemap • Citizen Request Tracker (5 users) . Expiring Items Library • Community Voice • Gen&lfc Mobile App (IOS & Android) . Document Center . Graphic link Administration • ePay • Linlcs Redirect and Broken Links Finder • Facilities & ReservaUons • Menu Management • FAQs • Mouse-over Menu Structure • Featured Info Module • MunlMobile • Forms Center • Online Editor for Edlllng and Page Creation (WYSIWYG) • Healthy City Initiative • Onllne Web Statistics (Only with ClvlcPlus HosUng} • Intranet • Page Wizard w/Mulliple Layouts • Job Postings • Printer Friendly/Email Page • Media Center • Relating Content • My DashbOard • RSS • NewsFlash • Search Engine ReglstraUon • NotifyMe Email & SMS Tel<lSubscrlplfon • Site Layout Options • Online Job Appllcallon w/1 Generic Appllcatlon • Site Search & Entry Log • Opinion Poll • Slideshow . Permits & Licensing • Socia! Media Integration (Facebook & Twitter) • Photo Gallery • User & Group Administration Rights • Postcard Module • Web Page Upload Utility • Quick Links • Website AdmlnlstraUve Log .. Real Estate Locator • Staff Dlrectorv Annual Suooort. Malntenanc:a & Hostln11 Service lncludo the Followlna: Support Malntonance of ClvlcPlus Hosting Aoollcatlon & Modules 7-7 (CST) Mon-Fri (excluding holldays) Install Service Patches for OS Shared Web/SQL SelV8r 24/7 Emergency Support Upgrades DNS Consulting & Maintenance Dedicated Support Personnel Fixes Monitor Bandwidth-Router Traffic 2-hour Response during Normal Hours Improvements Redundant ISP Usability Improvements Integration Redundant Cooling Integration New & Upgraded Services Testing Natural Gas Powered Generator Proactive Support for Updates & Fixes Development Daily Tape Backup Online Training M.inuals Usage License lnlruslon Detection & Prevention Monthly Newsletters Antivirus Protection Phone Consultlng Upgrade Hardware CivicPlus Connection CivlcPlus University Exhlbil A 3 of 3 CMcPlus • 317 Houston St., Suite E • Manhattan, KS 68502 • www.ClvlcPlus.com Toll Free 886-228·2233 • AccounUng Ekl. 291 • Support E><t. 307 • Fax 785-587•8951 55 C;, Service & License Agreement for Knoxvllla, IA Exhibit B -Rodesfgn Details " Newdeslgn • Redevelop banner • Redevelop navigation method (may choose top drop-<!own or other oplfons) • Design setup -Wireframe • Redevelop graphfc elements or website (Newsflash, FAQs, Calendar, etc.) Project Management • Testing • Review • Content Migration -Includes retouching or all existing published pages to ensure proper fonna!Ung, menu structure, and appllcation or new sfle styles. Note: Content wlll not be rewritten, refonnalled or pages broken up -----------+-----,~,,.=0"'1n"',e"ne"'1o""or"r"'e-.::.s"'e""clloned)~···- • Sile styles and page layouts wm be touched so all pages match lhe new design and migrate cleanly • Spelling and broken links wlll be checked and reported If unable to correct cMcPlus • 317 Houston St., Suite E • Manhalt.ln, KS 66502 • www.Civlcfllus.com Toll Free 868-228-2233 • Ac:a,unllng Ext. 291 • Support Ext. 307 • Fax 765·567-6951 Exhibit B f of 1 56 Agenda Item: Background: Council Letter City of Knoxville August 2, 2012 Website Developer RFP The City received two responses to the RFP for a website developer. Attached is a spread sheet outlining the results. The City Manager has partlcipated in a web demonstration with both companies to see the content management system and design capabilities of both companies and has conducted reference checks. Both are good and reputable companies that have developed quality websites. Each company has different strengths however. Golden Shovel is much stronger at developing economic development websites. I did contact the reference listed for a community in Nebraska that had a city/ED website developed by Golden Shovel. They have been very satisfied with the quality of the website and continued customer service after development. They have had some complaints regarding the functionality of their calendar component of the site. CivicPlus is very strong on developing city websites. They have developed over 1,100 city websites throughout the country. City websites are the only type of site they develop. They have the ability to develop a site unique to a community but also bring the concepts and ideas of all their clients to the table. When a new feature is developed for one client, all clients then have equal access to the feature at no additional cost. In essence, with CivicPlus the City will have 1,100 other communities assisting with the development and design of the website. Both companies will redesign the website every four years at no additional cost to the City. Golden Shovel has a lower upfront cost but has a higher monthly fee after development. CivicPlus includes the first year of costs into their development quote. It is the city manager's recommendation that given the less expensive long term costs and the specialization of city website development that CivlcPlus be selected to develop a new site for the City. 57Website Develoger RFP Besults I Development Cost Ongoine !:osts lstYearCost• [ 2ndYearCo,t 3rd Yearcost !Golden Shovel (Little Falls, MN) I $1.S.000 $500/month $6.000 $6,000 $6,000 IOvlCPIL-s IM,mhattan. JCSl I $21,980 $4,425/year none i $4,425 $4,646 "Golden Shovel monthly costitarts after website is developed and CivicPlus starts when contract is signed ,tthyear ~,st $6,00{ $4.87' W.ibme Redevelopment Cost after 4 .,.,,. .. none none Total4YearCost $39,000 $35,930 58 C ;, Service & License Agreement for Knoxville, IA Exhibit A -CivlcPlus Project Deliverables All Quotes are in US Collars and Valld for 30 Days from Augusl 8, 2012 • . -PtoJect Development f • -···· •••••••••• ···---··· ---·· .. ·····--·-·· ••• ·····-·-·-····· • •••••••• •• ! First Yoars Annual support, Malntenanc:e & Hosting '..§.erver ~rorago not to .. f!3.flfJ9d 15 GB; Med{;~-~n_ter St'!@.g~ not to exceed 10 GB Year 2 and ·seyond Annual Suppoi(Malntenance & Hosting ... $.'!b/ect to .a_!l~U.t!( 5% Increase Y.~!'L.i3 and ~-~Y.sm!l -Remainder of this page left lntenUonally blank- CivicPlus, 317 Houston SI., Suite e • Manhauan, KS 66502 • www.CivicPlus.com Toll Free 888-228·2233 • AccounUng Ext 291 • Support Ext. 307 • Fax 785,587-8951 Included $4,425 Exhibit A 1 of 3 59 C j» Service & License Agreement for Knoxville, fA Project Dev~lopment Phase 1: Analysis and Tlmellne Development Del[verabla: Project Timellne and worksheets Phase 2: Website Design Deljverabl!!: Website Design ComposlUon Phase 3: Navigation Architecture Oeveiopment Dellyerabla: Navigation structure optimized for yourwebslte Phase 4: Modules and Site Setup Deliverable: Set up fully functional slle, software that runs the site, and site's statlslical analysis. Phase 5: Content Development or 100 standard pages and up to 500 supporting elements OelJyerable: Website content development and module content. Phase 6: Test and Review, Establish Future Expectations Oellyerable: List of Items that need to be addressed Phase 7: 24 Hours Interactive Weblnar Training (up to 6 employees) ~--------+-----1:~_mrrinclades-freB-uuu~~l~V •••-UUV Dellverable: Train System Admlnlstrator(s) on GCMS AdmlnlstraUon, permissions, setting up groups and users, module admlnistraUon. Basic User training on pages, module enlrles, applying modules to pages. Applled use and usability consulUng to result In effective communication through your website. Phase 8: Go-Uve anCI Project Review Oellverabla: Final project review report Phase 9: Marketing Dellyerable: Reglslralion of site with all major search engines Phase 10: Ongoing Consultation OeHyerable: Site review with rocommendaUons ror enhancements to Improve visitor interacUon; ltty0ul, design and oontent recommendations. Additional FuncUonaflty Google Translation Tool Gov-2.0 Upgraaea Blog Share Facebook Integration Twitter lnlegrallon OplJons Included rn Ono-Time Foe None Total Project Development Fee $1,757 $4,621 $1,261 $1,758 $5.133 $1,955 $3,840 ,,,,.,. .. ....... Included Included Included Included n/a $21,980 First Year Annual Support, Maintenance and Hosting Foe Included Server storaae not lo exceed 15 GB· Media Center storaae not to e_xceed1 _O_G ___ B _ _ ~ . '.... . . .. . ClvicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 •www.ClvlcPlus.com Toll Free 88&-228-2233 • AccounUng Ext. 291 • Support Ext. 307 • Fax 785-587-13951 Exhibit A 2 of 3 60 C j) Service & License Agreement for South Miami, FL Pro!ect Dev~!2.ement Includes the Follow!~-'--: ----,--------------------------1 I Modules Functionality • Agenda Creator • Action Items Queue • Alerts Center & Emergency Alert Notification • Audit Trail / Histoiy Log • Archive Center • Automated PDF Converter • Bid Postings • Automatic Content Archiving • Business/Resource Directory • Content Library • Calendar • Dynamic Breadcrumbs • Carbon Calculator • Dynamic Sitemap • Citizen Request Tracker (5 users) • Expiring Items Library • Community Voice • Generic Mobile App (iOS & Android) • Document Center • Graphic Link Administration • ePay • Links Redirect and Broken Links Finder • Facilities & Reservations • Menu Management • FAQs • Mouse-over Menu Structure • Featured Info Module • MuniMobile • Forms Center • Online Editor for Editing and Page Creation ~SiWYG) • Healthy City lnitiallve • Online Web Statistics (Only with CivicPlus Hosting) • Intranet • Page Wizard w/Multiple Layouts • Job Postings • Printer Friendly/Email Page • Media Center • Rotating Content • My Dashboard • RSS • Newsflash • Search Engine Registration • NotifyMe Email & SMS Text Subscription • Site Layout Options • Online Job Application w/1 Generic Application • Site Search & Entry Log • Opinion Poll • Siideshow • Permits & Licensing • Social Media Integration (Facebook & Twitter) • Photo Gallery • User & Group Administralion Rights • Postcard Module • Web Page Upload Utility • Quick Links • Website Administrative Log • Real Estate Locator • Staff Directorv Annual Suooort, Maintenance & Hosting Service Include the Following: Support Maintenance of Civic Plus Application & Modules 7-7 (CST) Mon-Fri (excluding holidays) 24/7 Emergency Support Dedicated Support Personnel 2-hour Response during Normal Hours Usability Improvements Integration New & Upgraded Services Proactive Support for Updates & Fixes Online Training Manuals Monthly Newsletters Phone Consulting CivicPlus Connection Install Service Patches for OS Upgrades Fixes Improvements Integration Testing Development Usage license Hosting Shared Web/SQL Server DNS Consulting & Maintenance Monitor Bandwidth-Router Traffic Redundant ISP Redundant Cooling Natural Gas Powered Generator Daily Tape Backup Intrusion Detection & Prevention Antivirus Protection Upgrade Hardware CivicPlus_U1-'1,i..:..ve.:.:r..::.s.:.cityL_ _______ ,_ ____________ __,_______________ _ __ CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 Exhibit A 3 of 3 61 C j) Service & License Agreement for South Miami, FL Exhibit B -Redesign Details • New design • Redevelop banner • Redevelop navigation method (may choose top drop-down or other options) • Design setup -wireframe • Redevelop graphic elements of website (Newsflash, FAQs, Calendar, etc.) • Project Management • Testing • Review Content Migration -Includes retouching of all existing published pages to ensure proper formatting, menu structure, and application of new site styles. Note: Content will nm be rewritten, reformatted or pages broken up (shortened or re-sectioned) • Site styles and page layouts will be touched so all pages match the new design and migrate cleanly • Spelling and broken links will be checked and reported if unable to correct CivicPlus • 317 Houston St., Suite E • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228·2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 765-587-8951 Exhibit 8 1 of 1 62/JJ-J-......... ;• --·• . -. 7"• ., _ <i •• \:'pat, _ >:?at! • ·:t~~' :J ·.,J -. ·:~t; .•• .'-: .. ~ti ·3b, '.·:J .. \ti il{ ] • :1 :ft) -✓ ·, ;ptlli itefft:i ·"'+itr: :j \ti, ____ . _ _,.,. 63 MIAMI DAILY BUSINESS REVIEW Published Daily except Saturday, Sunday and Legal Holidays Miami, Miami-Dade County, Florida STATE OF FLORIDA COUNTY OF MIAMI-DADE: Before the undersigned authority personally appeared O.V. FERBEYRE, who on oath says that he or she is the VICE PRESIDENT, Legal Notices of the Miami Daily Business Review f/k/a Miami Review, a daily (except Saturday, Sunday and Legal Holidays) newspaper, published at Miami in Miami-Dade County, Florida; that the attached copy of advertisement, being a Legal Advertisement of Notice in the matter of CITY OF SOUTH MIAMI PUBLIC HEARING· JANUARY 22, 2013 in the XXXX Court, was published in said newspaper in the issues of 01/11/2013 Affiant further says that the said Miami Daily Business Review is a newspape.r published at Miami in said Miami-Dade County, Florida and that the said newspaper has heretofore been continuously published in said Miami-Dade County, Florida, each day (except Saturday, Sunday and Legal Holidays) and has been entered as second class mail matter at the post office in Miami in said Miami-Dade County, Florida, for a period of one year next preceding the first publication of the attached copy of advertisement; and affiant further says that he or she has neither paid nor promised any person, firm or corporation any discount, rebate, commission or refund for the purpose of securing ttiis:" vertisem ublication in the said newspaper. :·;~ • Sworn to and subscribed before me this (SEAL) O.V. FERBEYRE personally known to me