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HomeMy WebLinkAboutCity of Mia. agreement' City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT AGREEMENT Between CITY OF MIAMI and MUNICIPAL SOFTWARE CORPORTION March 29, 2004 Page i City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT TABLE OF CONTENTS PREAMBLE 1 SECTION I: DEFINITIONS 2 A. DEFINITION OF TERMS 2 SECTION II: SCOPE AND TERM OF AGREEMENT 3 A. SCOPE OF AGREEMENT 3 B. TERM OF AGREEMENT 4 SECTION III: MUNICIPAL'S RESPONSIBILITY 4 SECTION IV: CITY'S RESPONSIBILITY 5 SECTION V: SUPPORT SERVICES 6 A. SCOPE OF SUPPORT SERVICES 6 B. ON -GOING SUPPORT FOR LICENSED APPLICATION SOFTWARE 8 C. SYSTEM SUPPORT SERVICES 8 D. DATA CONVERSION 8 E. TRAINING 9 F. IMPLEMENTATION SUPPORT SERVICES 9 G. OTHER THIRD -PARTY SOFTWARE 9 SECTION VI: MODIFICATION OF SCOPE 10 SECTION VII: INSTALLATION, DELIVERY, AND TESTING 11 A. INSTALLATION AND DELIVERY 11 B. ACCEPTANCE TESTING 11 C. RELIABILITY TESTING 12 Page ii City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT SECTION VIII: ACCEPTANCE PROCESS 12 A. ACCEPTANCE PROCEDURE 12 B. PAYMENT SCHEDULE 14 SECTION IX: APPLICABLE TAXES 15 SECTION X: WARRANTY OF PERFORMANCE 15 A. COMPLIANCE WITH STATE AND FEDERAL AUDIT REQUIREMENTS 15 B. WARRANTY OF PERFORMANCE 15 C. LIQUIDATED DAMAGES 16 D. CORRECTION OF ERRORS UNDER THE WARRANTY 17 E. ORAL REPRESENTATIONS 17 F. PROGRESS REPORTS 17 G. TERMINATION 17 SESSION XI: LIABILITY, INDEMNIFICATION AND DEFAULT 18 A. LIABILITY, INDEMNIFICATION AND DEFAULT 18 B. BANKRUPTCY/SUPPORT CESSATION 18 C. INSURANCE 18 D. LIMITATION OF LIABILITY 19 SESSION XII: GENERAL PROVISIONS 19 A. ASSIGNMENT 19 B. GOVERNING LAW 19 C. COSTS AND ATTORNEYS FEES 20 D. MEDIATION 20 E. ARBITRATION 20 Page iii City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT F. ENTIRE AGREEMENT(S)/AMENDMENTS 20 G. CONSTRUCTION 21 H. SERVICE OF NOTICE 21 SIGNATURES: 21 Page iv City of Miami MARCH, 29, 2004 Municipal Software Corp. APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT PREAMBLE This Agreement entered into this 19th day of March 2004 on behalf of the City of Miami, a Florida Municipal corporation duly organized under the laws of the State of Florida, located at: Miami Riverside Center, 444 S.W. 2nd Miami, Florida 33130 hereinafter referred to as `CITY' and Municipal Software Corporation, a British Columbia, Corporation, authorized to sell in the State of Florida, and having its principal office located at: 4464 Markham Street, Suite 1101 Victoria, British Columbia V8Z 7X8 hereinafter referred to as `VENDOR;' RECITALS: WHEREAS, the CITY has established the need for computer application software, implementation services, training, text support, and maintenance ("Services") as set forth in the Requirements Traceability Matrix ("RTM") attached hereto as Exhibit A; and WHEREAS, in response to said RTM, VENDOR submitted a Final Proposal ("Proposal") dated March 12, 2004, attached hereto as Exhibit B to provide Services; and WHEREAS, a similar project in scope and nature was competitively tendered at the City of San Mateo, California and, after reviewing the Agreement pricing and terms and conditions for San Mateo, the CITY has negotiated the pricing, terms and conditions established in the Agreement that the VENDOR has entered into with San Mateo; and WHEREAS, after careful evaluation the CITY has determined that, due to its background and expertise, VENDOR is qualified to provide the aforesaid application software and services, and the CITY is desirous of entering into a Agreement with VENDOR desires to provide said application software and services to the CITY; and WHEREAS, the Miami City Commission, by Resolution No. , adopted , ("Resolution"), approved the acquisition of computer application software and services awarded under the City of San Mateo Agreement. NOW, THEREFORE, in consideration of the foregoing and of the mutual covenants set forth herein, VENDOR agrees to sell, and provide to the City the Services as defined hereunder, under Page 1 ' City of Miami MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT Municipal Software Corp. the terms and conditions of the City of San Mateo Agreement, which is hereby incorporated into and made a part of this Agreement, modified as follows. SECTION I; DEFINITIONS A. DEFINITION OF TERMS It is the CITY's understanding that, a word in an agreement means what the agreement says it means, within the limits of common usage. For purposes of this Agreement, the following are defined terms: Acceptance means the acceptance of the Application Software and Implementation Services in accordance with the procedures and processes of this Agreement by both VENDOR and the CITY. Application Software is the software and Third Party Software owned or marketed by VENDOR as set out in the Final Proposal. Change Control Document means the formal printed paper prepared by the VENDOR outlining specific changes, additions or deletions to the Implementation Services to be completed. Documentation means the formal printed paper or electronic technical and user manuals supplied by VENDOR or its licensors for the Application Software. Enhancements means updates, upgrades and other enhancements to the Software which are generally released to the public by VENDOR after the execution date of this Agreement. Implement means that the Application Software has been installed and all agreed upon modifications, conversions and training have been completed and the Application Software is made operational, all in accordance with the terms of this Agreement. Installation Activities means any and all software configuration activities, software loading, software testing, etc., whether performed at the CITY's site or at VENDOR's site. Primary Vendor means VENDOR who will provide the Application Software listed in the Exhibit A of this Agreement. Product means the Application Software and related documentation, including manuals, and any other information confidential to VENDOR or its licensors. Scope Document means the formal printed paper prepared by VENDOR, which outlines findings and recommendations on how to proceed through the project. System Configuration means the hardware, server, workstations, peripherals, cabling, networks, and other communications devices related to the physical installation. Software means the compiled object code version of the latest version of VENDOR's application software known as "CityView" and any enhancements and related documentation, excluding maintenance diagnostics. Page 2 City of Miami MARCH, 29, 2004 Municipal Software Corp. APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT Third Party Software means any software (and related documentation) not developed by VENDOR but purchased by the CITY from other provider under this project. Training means dedicated professional education about all Application Software listed in this Agreement. Training may consist of both structured classroom training and individual operator training and assistance. SECTION II: SCOPE AND TERM OF AGREEMENT A. SCOPE OF AGREEMENT The CITY hereby retains VENDOR to implement the Application Software (as shown in Exhibit A attached hereto and made a part hereof) in a project comprised of the following: 1. Infrastructure Review 2. Subject Matter Expert Training 3. Business Process Review and Data Collection 4. Functional Scope Documents Produced 5. Application Prototype Development 6. User Review and Change Control Document Produced 7. Refinements 8. Data Conversion 9. Installation Services and Testing 10. Training (Final Change Control Document may be produced) 11. Final Acceptance Once VENDOR provides the CITY with the required Detailed Functional Scope Documents, work may not proceed to the next task until the Scope Documents has been agreed to in writing by the CITY, and formal authorization must then be provided in writing to VENDOR by the CITY in order to proceed to each of the following phases of the project, all as outlined in Section VIII, A. Acceptance Procedure below. As each of the Scope Document and Change Control Document(s) is completed and agreed to by the CITY, it becomes part of this Agreement. The CITY has agreed upon the following implementation deliverables: 1. Detailed Functional Scope Documents (will be attached as Exhibit to this Agreement once completed) 2. Change Control Document(s) (will be attached as Exhibit to this Agreement once completed) 3. A maximum of 45 CityView forms/reports (to be developed and refined by VENDOR) for the implementation of Phase 1 4. Data Conversions Page 3 'City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT 5. 3rd Party Application Integrations (only GIS at this time) note: we are waiting for confirmation of 3rd party applications to be integrated 6. End User Training and Testing 7. Final System Acceptance and Sign -off 8. Go Live VENDOR shall perform all of the aforementioned Installation Services (will be attached as Exhibit to this Agreement once completed) in accordance with the terms of the Final Proposal, except as may otherwise be agreed to in writing by the CITY. B. TERM OF AGREEMENT The term of this Agreement shall commence as of the date of the execution of this Agreement and shall end upon completion by VENDOR of the Installation Services (as evidence by a Letter of Completion signed by both parties), unless this Agreement is earlier terminated by the CITY pursuant to the terms of this Agreement. During the term, VENDOR will provide the Installation Services and any other services agreed to in writing by the parties. Any amendments or modifications shall be executed in writing and signed by duly authorized representatives of both parties. VENDOR shall complete the Installation Services in accordance with the delivery schedule detailed in the Project Schedule (will be attached as Exhibit to this Agreement once completed), as may be modified by the Scope Document and Change Control Document(s). The Application Software is being licensed to the CITY, and ongoing maintenance and support of the Application Software will be provided by VENDOR, in accordance with the terms of the Support Services detailed in Section V, Support Services below. In the event of any conflicts between the terms contained in this Agreement and the RTM or Proposal, the applicable terms of this Agreement shall control. The CITY reserves the right to implement the Land Use Certificate System, Code Enforcement and Land Management in a phased implementation, and VENDOR agrees to guarantee the pricing as shown in EXHIBIT A for a period of 2 years from the date of this Agreement. For the purpose of this Agreement EXHIBIT A refers to 2 separate phases. Phase 1 includes for the Land Use Certification System and Code Enforcement as 2 separate projects running concurrently yet independent of one another. Phase 2 includes for the implementation of Land Management. If the CITY determines to divide Phase 2 into multiple phases, VENDOR reserves the right to re -define the estimates for implementation services based on the CITY's revised requirements but using the per unit costs guaranteed for 2 years from the date of this Agreement. SECTION III: VENDOR'S RESPONSIBILITY VENDOR represents that it will furnish to the CITY a complete, fully operational Application Software Systems as detailed in Scope Document and Change Control Document, and that the Application Software shall be free from programming errors materially detrimental to the operation of the system in accordance with the Documentation. This representation of VENDOR shall survive for a period of one (1) year after the termination of this Agreement based on the consideration provided by the City. Page 4 City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT VENDOR agrees to be the primary vendor for all Application Software purchased from VENDOR. VENDOR will acquire, deliver, install and certify (in the letter of Completion) the proper operation of the Application Software on a turnkey basis. This includes: 1. Acting as single point of contact for Application Software installation, third party software integration, Training and Software support issues, for all activities detailed in the Installation Services. 2. Provide Application Software system support and maintenance on the Software provided by VENDOR as per the VENDOR and the CITY shall protect the work sites and work from damage and shall make good all entry to same occurring before the completion of the work to be performed under this Agreement. 3. All on -site work shall be scheduled in advance by VENDOR and the CITY and shall be approved by the CITY's Project Manager. 4. VENDOR and the CITY shall comply with all applicable statutes, laws, ordinances, rules and regulations relating to the performance of their respective work hereunder. If any portion of this Agreement is at variance therewith, VENDOR and the CITY shall promptly notify the other party upon discovering same and the responsible party shall immediately bring the matter up to specification. 5. VENDOR shall secure at its own cost and expense, and be responsible for any and all payment of all income taxes, social security, state disability insurance compensation, unemployment compensation and other payroll deductions for VENDOR and its officers, agents and employees and all business licensed, in connection with the project and/or the services to be performed hereunder. 6. VENDOR agrees that title to all materials prepared hereunder, including, without limitation, all original drawings, designs, reports, both field and office notices, calculations, computer code, language, data or programs, maps, memoranda, letters and other documents, shall belong to CITY, and VENDOR shall turn these materials over to CITY upon expiration or termination of this Agreement or upon project completion, whichever shall occur first. These materials may be used by CITY as it sees fit. 7. VENDOR shall be responsible for full compliance with the immigration and naturalization laws of the United States and shall, in particular, comply with the provision of the United States Code regarding employment verification. 8. Out-of-pocket expenses incurred by VENDOR for travel related, supplies, and other expenses shall be paid by VENDOR. SECTION IV: CITY'S RESPONSIBILITY The CITY shall fully cooperate with and assist VENDOR in the performance of its responsibilities under this Agreement. As part of the CITY's responsibilities, it will designate a qualified staff member who will be the CITY's Project Manager, and who will have authority to act for the CITY and provide VENDOR with necessary information and data concerning CITY's operations and activities. Page 5 City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT The CITY will provide appropriate resources to participate in all business analysis phases, process mapping, business rule definition and creation of acceptance criteria. During the business process review and data gathering phase, the CITY may, subject to its written approval, be assigned additional tasks which may become additional responsibility of both the CITY and VENDOR to complete. Failure on the part of the CITY to complete assigned tasks within mutually agreed schedule will constitute a delay beyond the control of VENDOR and subsequent schedules may be affected and adjusted accordingly. Significant delay on the part of the CITY may cause VENDOR to incur costs not foreseen at the creation of this Agreement; provided, however, that the CITY shall not be liable for any additional costs incurred by VENDOR due to such delay unless the CITY has failed to diligently commence curing such delay within fifteen (15) days after receiving written notice from VENDOR detailing the nature of the delay. SECTION V: SUPPORT SERVICES A. SCOPE OF SUPPORT SERVICES VENDOR shall maintain CITY's Licensed Application Software so that they operate in conformity with materials as set forth in the VENDOR'S Proposal, the RTM, Scope Document and Change Control Document including all future updated or enhanced versions. VENDOR shall use best efforts to correct reproducible material errors or malfunctions after notification by CITY, supply technical bulletins, updated user guides and other Licensed Materials as they are released by VENDOR, and supply CITY with Updates to the Licensed Application Software within 30 days of their announced release. VENDOR shall render support and services during Normal Working Hours (5:30AM to 5:30PM PST/PDT, Monday through Friday, excluding federal holidays and the day following Thanksgiving) for the following: 1. Telephone Support - Calls for assistance related to operation of the Licensed Application Software, reporting of a potential error condition or abnormal termination of a program, or request for minor assistance related to the Licensed Application Software; 2. Support Enhancements - Selected Enhancements, the nature and type of which shall be determined solely by VENDOR. Such provision shall not preclude VENDOR from providing other Enhancements of the Licensed Application Software to the CITY free of charge. 3. Software Warranty — Since CITY is obtaining Software Support from VENDOR, and such Software Support is in effect without interruption from inception of this Agreement, VENDOR will warrant the Licensed Application Software to be free of errors for the life of this Agreement. Page 6 .City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT 4. Error Correction - Any substantive, replicable problem, which causes interruptions to the CITY's business operations, and is caused by incorrect operation of the computer code of the Licensed Application Software or an incorrect statement or diagram in Licensed Documentation that produces incorrect results or causes incorrect actions to occur that CITY identifies and documents to VENDOR will be corrected by VENDOR with either a software modification or addition that, when made or added to the Licensed Application Software, establishes material conformity of the Licensed Application Software to the Licensed Documentation, or a procedure or routine that, when observed in the regular operation of the Licensed Application Software, eliminates the practical adverse effect on Licensee of such non -conformity. The terms and conditions for reporting and resolution for such errors are as follows: • For any reproducible program error or malfunction of the Licensed Application Software designated by CITY as "Critical" and reported by CITY during normal support hours, VENDOR will begin a technical review of the problem and respond by phone to CITY within two (2) working hours after receipt of such notification. VENDOR shall work diligently to correct the error or malfunction and provide a daily status briefing to the CITY as to the disposition of the problem, which will be accessible by phone or access to VENDOR'S web site. • For other reproducible program errors or malfunction of the Licensed Application Software reported by CITY during normal support hours, VENDOR will use its best efforts to assign a technician to the problem and provide status reports on progress to resolution via web -based system. Problems of normal priority will be automatically escalated to a higher priority if no action is taken within four (4) business hours. Problems of lower priority (as designated by CITY) will not be automatically escalated. • If problems reported by CITY as Critical are determined to be caused by abuse, misuse, or unauthorized modifications, and the proper use had been covered in a VENDOR provided training session, VENDOR may charge CITY for the documented technician hours of work on the problem at the then current technician rates. • If CITY feels that a critical problem is not being handled in a timely fashion, notification of an escalation of the problem should be sent to the following four (4) people, in addition to Technical Support: a. President and CEO (Robert Bennett) b. Vice President, Client Services (Troy Kusy) c. Manager, Product Development (Sue Leuchter) d. Manager, Technical Support (Robin Gwynne) • Failure of VENDOR to initiate a review of a Critical problem and provide daily status briefings once VENDOR has received escalated notification may result in a penalty. It is understood and agreed that continued functioning of the system is essential to the CITY's business operations and that it will be impossible to Page 7 ' City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT determine the actual damage which the CITY will sustain in the event of, and by reason of, delayed technical support. It is agreed, therefore, VENDOR may pay to CITY the sum of ten percent of the annual maintenance fee for each calendar day delay in critical technical support response or each calendar week delay in routine technical support response as liquidated damages, each time frame being measured from the date of escalated notification. This payment will be in the form of a check payable to the CITY or credit against current or future invoices, at CITY's option. • It is agreed and understood that minor variations in the above parameters may occur from time to time and that such variance does not necessarily entitle the other party to the remedy stated. However, if such variance is significant (i.e. more than eight working hour response) or there is a consistent pattern of three or more minor abuses, the offended party will be entitled to the remedies stated herein. 5. Maintenance Modifications — When any errors in the Licensed Application Software are identified by CITY or other licensed user of VENDOR'S Licensed Application Software, VENDOR will make modifications or revisions to the Licensed Application Software or Licensed Documentation that correct these errors and promptly distribute thoroughly tested patches, updates, or new versions of the Licensed Application Software along with detailed instructions as to how to apply the modifications to the installed version of the Licensed Application Software. B. ON -GOING SUPPORT FOR LICENSED APPLICATION SOFTWARE VENDOR shall provide continuing on -going support services necessary to repair Application Software systematic program bugs or identified logic and operational problems and to keep the licensed Application Software compatible with then -current supported versions of all (third party operating systems, database engines, and utilities) software implemented in this project. C. SYSTEM SUPPORT SERVICES In addition to training services, VENDOR will provide system support services which shall include, but not be limited to, cooperating with CITY staff in configuring CITY acquired hardware and System Software as defined in Vendor's RFP response to support the VENDOR's Licensed Application Software, setting up tables and parameters for CITY's unique installation, preparing backup scripts to back up the databases for the applications, and training CITY's technical staff how to perform these tasks as well as diagnostic troubleshooting techniques for the VENDOR Licensed Application Software. D. DATA CONVERSION VENDOR shall be responsible for conversion of CITY's current data in machine-readable form, if any, to the format required by the Licensed Application Software. CITY shall provide all requested data for conversion using formats specified by VENDOR. In the event that the CITY is unable to provide requested data in the format specified, VENDOR Page 8 City of Miami MARCH,29,2004 Municipal Software Corp. APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT may request a Change Control Document to assist CITY in transforming the requested data to the prescribed format. E. TRAINING VENDOR shall provide all training as specified in the Agreement directly to the various user -groups for the Application Software at CITY's facilities. Additional training at CITY request will be available at VENDOR'S then current rates (for similar agencies and similar services). Trainers shall be experienced and knowledgeable in the specific VENDOR Application Software they are teaching and familiar with the procedures in similar VENDOR environments to the CITY. Furthermore, VENDOR shall provide a comprehensive course outline for each training session at least two weeks prior to the start of the session showing the course outline, who should attend, expected outcomes. In addition, CITY may request modifications or enhancements to the specific course outlines up to one week prior to the start of a session pursuant to the related Business Process tasks associated with the Application Software. VENDOR will make reasonable effort to accommodate such changes. VENDOR will provide necessary training materials and have session outlines and agendas for all training sessions, provided to CITY at least five days in advance of the scheduled sessions. VENDOR will provide each student with training manuals specific to the courses offered. CITY may request a replacement trainer if, in the opinion of CITY there is evidence that the trainer initially scheduled has been ineffective in conducting specific training sessions. If VENDOR has been notified that a particular training session was ineffective because of the qualifications or techniques of the trainer and uses the same trainer in a subsequent session which also turns out to be ineffective, CITY will be entitled to withhold payment for the subsequent session until a makeup session with a qualified trainer can be completed. The training dates may be modified only by mutual agreement after the schedule is developed of the CITY and VENDOR. In the event that the CITY cancels scheduled training dates (excluding events beyond CITY's reasonable control), with less than two weeks notice to VENDOR, VENDOR shall be compensated for all documented out-of- pocket expenses incurred for said training. F. IMPLEMENTATION SUPPORT SERVICES The scope and sequence of the final implementation schedule will be determined by mutual agreement at the project initiation kickoff meeting to be scheduled as soon as practical following the execution of this Agreement. As the final implementation schedule is completed and agreed to by the CITY and VENDOR, it becomes part of this Agreement. G. OTHER THIRD -PARTY SOFTWARE In addition to VENDOR developed and supplied application software, certain specific software have been proposed that are supplied by third -party vendors acting as sub- contractors to VENDOR. It is understood that the CITY may enter into an agreement for the purchase of this software independently, but that the interface and integration of the Page 9 City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT third party vendor software with VENDOR application software is essential to this Agreement. H. ACCESS TO PROGRAM SOURCE CODE Vendor acknowledges that it has entered into an agreement (hereinafter called the "Escrow Agreement") with Jones Emery Hargreaves Swan, Barristers and Solicitors, having an office at Suite 1212 —1175 Douglas Street in the City of Victoria, in the Province of British Columbia. A copy of the Escrow Agreement is attached hereto as Schedule D. Said Escrow Agreement provides that a licensee may gain access to program source code for purpose of maintaining and supporting their program license all as provided in the Escrow Agreement. VENDOR agrees that for so long as the Agreement is in effect it will deposit and periodically update, at VENDOR's sole cost, a copy of the current version of the program source code for all programs for which the licensee holds license as described in Schedule A attached hereto in Escrow. Vendor further agrees that for so long as this Agreement is in effect it will take no steps or actions which would have the effect of modifying or eliminating the Escrow Agreement without first having received written permission from the Licensee to do so. SECTION VI: MODIFICATION OF SCOPE Services specified in Change Control Document may be agreed to between the CITY and VENDOR. Such services may include special studies; database conversion; data conversion; implementation planning, and procedures; installation evaluation; technical and user training; and specification preparation. CITY shall request such changes in writing on a VENDOR -developed, CITY -approved form and shall specify: 1. Nature of work to be performed; 2. Date on which assignment is to begin; 3. Length of assignment, including due date and Cost; and 4. Individual who will coordinate for CITY and VENDOR. VENDOR shall use its best efforts to provide a quotation for each service request and will provide a written quote within ten (10) working days following receipt by the VENDOR of the CITY's request. Acceptance by CITY of VENDOR quotation for each service request is subject to compliance with CITY's then existing purchasing ordinances and policies. Upon acceptance by CITY and VENDOR, such request shall be called "additional work assignment". Each additional work assignment shall be governed by the terms and conditions of the Agreement, the terms and conditions of the additional work assignment, and by such supplementary written amendments of the Agreement or the work assignment as may be, from time to time, executed between the parties. Page 10 City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT In the event of a conflict between the terms and conditions of the Agreement and the terms and conditions of any additional work assignment, the terms and conditions of the work assignment shall govern. No oral request for modification of services shall be binding on either party. Further, the VENDOR agrees that its responsibilities under the Agreement will not be assigned or licensed by VENDOR without the prior written consent of the CITY. VENDOR is willing to provide modifications of service at the same rates outlined in the Final Scope Document and Change Control Document included as Exhibits in this Agreement for a period of two years from the date after the project goes live. After two years has lapsed, rates for service will be based upon VENDOR then current rates (for similar agencies and similar services). VENDOR shall have the right to decline to perform work associated with a service request if in VENDOR'S sole opinion, VENDOR believes that the product resulting from said service request will not result in an appropriate addition to the System or if VENDOR does not have sufficient resources to properly complete the service request. If VENDOR elects not to perform work contained in a service request, VENDOR will notify CITY within ten (10) working days. SECTION VII: INSTALLATION, DELIVERY, AND TESTING A. INSTALLATION AND DELIVERY Delivery of the Licensed Application Software and test data shall be complete when Application Software are loaded onto the CITY's hardware environment and is fully operational for testing purposes and appropriately labeled media and documentation is presented to the CITY as a complete system backup of the application software and data. The documentation shall include, but is not limited to, instructions as to how to completely re -install the contents of the media onto the hardware proposed. The initial delivery will include a fully functional test database, not necessarily with CITY converted data, which the CITY can use as a test -environment for experimentation and technical review. B. ACCEPTANCE TESTING Once the hardware and Application/Utility Software has been delivered, installed, and configured, and VENDOR has converted any relevant CITY data and trained the designated CITY resources to operate the basic components of the proposed Licensed Application Software, the Testing Period can begin. During the Testing Period, CITY will test all delivered software by executing any or all of the features contained in the feature responses in Scope Document and Change Control Document. During this time, VENDOR will provide access (at no additional charge) to a qualified technician either on -site or via telephone and dial -in modem/Internet connection to assist CITY in the testing of the applications. Failure by the CITY to report any failures within 30 business days of the start of Testing shall mean tacit acceptance and will be treated as if the CITY has accepted the Application Software in its entirety. Page 11 City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT If any part of the Application Software and integrated subsystems should fail (i,e. not perform according to the function and feature of the Scope Document and Change Control Document), CITY may designate that portion as a Project for delivery at a later date or apply other remedies as specified in Section V, Acceptance Process. C. RELIABILITY TESTING Once the Licensed Application Software and Projects have passed the Acceptance Tests, the implementation into productive use will begin. This includes training of all users and final conversion of all relevant data. Once VENDOR has designated a system is available for productive use (in writing), a 30-business day Reliability Test will begin. During this period all of the data, workstations, software, and peripherals must be available to all designated users at least 99.9 % of the time. This will be determined by summing across all workstations the ratios calculated by dividing downtime by expected available time for each workstation and limiting the downtime to no more than 0.001 (0.1%). For example, a standard desktop workstation might be available for 10 hours during the day, and the servers that CityView runs on would probably be required for 24 hours per day. If you had 50 workstations and 2 servers, the calculation over the 30-day Reliability Test would be: (50 * 10 + 24 * 2) * .001 * 30 = 16.44 hours. Problems caused by the CITY's network or computer hardware shall not be included. Functional performance of the overall system will be measured, in a mutually agreed to benchmark, such that during this period any user will experience the same or better performance as demonstrated in VENDOR presentations. SECTION VIII: ACCEPTANCE PROCESS Acceptance of the development and implementation of the Application Software for the CITY will be obtained throughout the scope of the project. Various stages of the process will be outlined in a Scope Document developed by VENDOR in co-operation with the CITY. A. ACCEPTANCE PROCEDURE: 1. VENDOR will provide the CITY with a Scope Document to be developed after initial on -site review with the CITY. Such Scope Document will outline the Implementation Services to be provided to complete further phases of the project. The Scope Document must have the signature of the CITY's Project Manager and VENDOR prior to any further work being commenced thereunder. 2. Upon acceptance of the Scope Document, VENDOR will complete the required tasks and conduct an on -site user review of the prototyped application software. Resulting from the on -site user review, VENDOR will provide the CITY with a Change Control Document. Such Change Control Document will describe any and all changes to the Implementation Services and whether such changes are Additional work assignment (as described in Section 4 of the Final Proposal). Additional Work Assignment is to be Page 12 'City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT costed by VENDOR and approved in writing by the CITY's Project Manager prior to being started. 3. Upon acceptance of the Change Control Document, VENDOR will complete the Implementation Services listed in the Change Control Document. 4. VENDOR will provide training to the CITY in accordance with the Scope Document. 5. VENDOR will provide the Application Software to the CITY (along with the Web application, Data Conversion, Third Party Software integrations, and all technical and user documentation relating to all Application Software and the Third Party software integration. 6. Delivery of the Licensed Application Software and test data shall be complete when Application Software (along with the Web application, Third Party Software integrations) are loaded onto the CITY's hardware environment and is fully operational for testing purposes and appropriately labeled media and documentation is presented to the CITY as a complete system backup of the application software and data. The documentation shall include, but is not limited to, instructions as to how to completely re -install the contents of the media onto the hardware proposed. The initial delivery will include a fully functional test database, not necessarily with CITY converted data, which the CITY can use as a test -environment for experimentation and technical review. 7. If any part of the Application Software and third party software integration test should fail (i.e. not perform according to the Scope and Change Control Document(s), CITY may require the following: • VENDOR shall be giving the opportunity to extend the Acceptance testing period for up to thirty (30) business days during which to bring such irregularities into compliance. If after such time the performance irregularity is not remedied to the CITY's sole satisfaction, the CITY may terminate the Agreement with a refund of any License Fees paid to that point, or • At the CITY's sole option, relegate the non -compliant component as a Project to be completed at a mutually agreeable date. As a bond to ensure timely completion of a Project so -designated, VENDOR shall provide a cashier's check for the non- compliant, incomplete, unacceptable, or non -delivered items in the amount equal to or greater than the value of the non -delivered items. This value of this bond shall be determined as a reasonable pro rata portion of relative value of the overall functionality of the module without the non -compliant feature(s). The maximum bond value shall not exceed $75,000. Specifications for the delivery and acceptance for each such item will be the same as the acceptance provisions stated above and shall include appropriate due dates. CITY may then close the initial Acceptance Period for items delivered and functioning in accordance with their specifications, pay for accepted items only, and open new testing periods for non - delivered items backed by guarantees of performance in the form of cashier's checks. The CITY shall then retain the cashier's checks, until the items are delivered and accepted and have passed a 30-day Reliability Test. As each item is Page 13 City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT accepted, the cashier's check will be returned and payment for the item processed. If the agreed upon delivery dates are not met, or the item fails the acceptance provisions, the CITY may cash the cashier's check and find an alternate solution. This procedure shall continue until all undelivered items are delivered and accepted or all cashiers' checks returned or retained. Final Reliability Testing will not be complete until all such Projects are delivered and accepted by the CITY. • The CITY shall have the right to terminate the Agreement, upon written notice effective immediately, at any time during the Acceptance period. • In the event the VENDOR is rejected during the Acceptance period, the CITY will agree to pay only those delivered and accepted phase of the project cost as specified in the payment schedule. 8. VENDOR will submit a signed letter of Completion to the CITY detailing and certifying that VENDOR has delivered and configured the Application Software proposed with converted CITY data and that the Application Software performs at a functional level consistent with what was documented in the Scope Document, Change Control Document and completion of each phase of the project comprising the Implementation Services. The letter must have the signature of the CITY's Project Manager and VENDOR and will provide for acceptance by the CITY of completion of each phase. 9. VENDOR shall not be authorized to perform any Implementation Services relating to any subsequent phase of the project, and shall not be entitled to any payment therefore, until such time as the CITY confirms and accepts VENDOR'S completion of the then - current phase of the project. B. PAYMENT SCHEDULE Payment will be authorized and processed by the CITY according to the Payment Schedule which is attached hereto and incorporated into this Agreement. 1. Reflective of a need to meet a staged requirement that the CITY has identified for the licensing of their software products, and in consideration of the discounts and other terms and conditions contained within this Agreement, VENDOR agrees to waive its standard "full initial payment" condition with the following licensing arrangement: • On or by [Agreement Date], the CITY will issue a purchase order for 10 licenses of CityView at a price of $82,894(32% of the license total); • On or by [Agreement Date plus 1 month], the CITY will purchase an additional 15 licenses of CityView along with the related Web and third -party components at a price of $106,207 (41% of the license total); • On or by [Agreement Date plus 2 months], the City will purchase the remaining CityView licensing less a holdback of 10% at a price of $44,099 (17% of the license total); and, • The 10% holdback on licensing costs ($25,843) will be paid upon successful completion of the project, not to exceed 12 consecutive months of productive use. Page 14 City of Miami MARCH, 29, 2004 Municipal Software Corp, APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT 2. Annual Software Maintenance fee will be invoiced annually and due on the anniversary date commencing one (1) year from the date of this Agreement. This is not dependent on project go -live. 3. Subject Matter Expert training fee will be invoiced upon successful completion of the training. 4. Infrastructure Review and Recommendations fee will be invoiced upon CITY receipts of the detailed Infrastructure Review Document. 5. Data Collection and Project Scope Document fee will be invoiced upon CITY receipts and approval of the detailed Scope Document. 6. Form/Report Prototype fee and User Review fee will be pay for as follows: • 20 % upon CITY receipts and approval of the Scope Document; • 20 % upon CITY receipts of the Prototype Application Software; • 10 % upon CITY receipts and approval of Change Control Document; • 10 % upon successful deployment of Web applications; • 10 % upon successful completion of all third party software integration; • 10 % upon successful completion of the data conversion; • 10 % upon successful completion of the Reliability Test by the CITY; • 10 % upon successful go live. 7. Upon completion of the designated tasks and presentation to the CITY of an itemized invoice showing the specific tasks completed and the resources involved in each. 8. Installation services and training will be invoiced upon successful completion of the designated tasks and presentation to the CITY of an itemized invoice showing the specific tasks completed and the resources involved in each. SECTION IX: APPLICABLE TAXES Taxes based upon net income or any other tax normally paid by VENDOR shall be the sole responsibility of the VENDOR. The onus is on the CITY to self assess any sales taxes on the Licenses and services identified in this Agreement and to remit on their own behalf to the appropriate taxing jurisdiction. Taxes based upon net income or any other tax normally paid by VENDOR shall be the sole responsibility of the VENDOR. SECTION X: WARRANTY OF PERFORMANCE A. COMPLIANCE WITH STATE AND FEDERAL AUDIT REQUIREMENTS As long as CITY maintains continuous support for the Application Software included herein, VENDOR shall ensure that all application software will comply with any and all then current State and Federal audit requirements, such that CITY will not be liable for program flaws which may violate any such requirements. B. WARRANTY OF PERFORMANCE As long as CITY maintains continuous support for the Application Software included herein, VENDOR shall warrant for a period equal to the term of the Agreement, Page 15 City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT commencing with the CITY's acceptance of the Licensed Application Software, that the Licensed Application Software will perform in accordance with its specifications as set forth in the Licensed Materials, if properly used in the operating environment specified in Scope Document and Change Control document. VENDOR warrants that all components are interoperable and the configuration is complete and suitable for the purpose specified by the CITY in the Scope and Change Control Documents. VENDOR"S warranty of performance shall be based on the specifications, terms and conditions contained in the Agreement as a whole, including Pricing Proposal, Scope Document, Change Control Document and the RTM. C. LIQUIDATED DAMAGES Time is of the essence in the Agreement. It is the understanding of the parties hereto that because damages from delay are difficult, if not impossible, to predict in Application Software installations, VENDOR agrees to pay the CITY five hundred dollars ($500.00) per working day as reasonable charges for each working day that the Systems are not operational sixty (60) calendar days after the specified dates in the Project Schedule (to be mutually agreed), in the event that the delays are primarily caused by the actions or inactions of the VENDOR. In the event that the delays are primarily caused by the actions or inactions of the CITY, the CITY agrees to pay the VENDOR according to the same terms and conditions. This amount shall apply to all reliability/go live due dates established in the final Agreement unless waived by the CITY at its sole option in the event that the VENDOR is the primary cause of delay, or waived by the VENDOR in the event that the CITY is the primary cause of delay. The Project Schedule (to be mutually agreed) may be modified only by mutual agreement of the CITY and VENDOR. In no event shall the total damages exceed $25,000. CITY and VENDOR are not responsible for failure to fulfill their obligation under the Agreement due to causes beyond their reasonable control without the fault or negligence of such party. In the event that failure to meet the established deadline(s) is outside the control of both parties, the deadline(s) will be extended to mutually agreeable date(s) as soon as possible. Such dates shall be attached, as amendment(s), to the final Agreement. CITY and VENDOR shall mutually and reasonably agree on which causes are out of the VENDOR's control. In the event that the VENDOR is the primary cause of delay, liquidated damages may be deducted from unpaid Fees as identified. If delays cause the Liquidated Damages period to begin, the daily amount shall accrue and accumulate for the period of time required for VENDOR to deliver and install remedies to the non-functioning Application Systems. At this point, the Acceptance procedures defined herein will resume. In lieu of liquidated damages, at the CITY's sole option, VENDOR may provide Project Bonds or cashier's checks for each of the non -compliant, incomplete, unacceptable, or non -delivered items, with appropriate specifications and due dates. CITY may then close the initial testing and acceptance period for items delivered and functioning in accordance with their specifications, pay for accepted items only, and open new testing periods for non -delivered items backed by Project Bonds. CITY may then retain the Project Bond if the agreed upon delivery dates are not met. Should VENDOR meet the delivery dates, CITY will test the Page 16 City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT delivered items for another thirty (30) calendar days and accept these items if they are compliant with their specifications and return the Project Bond for those items and pay the agreed upon price. This procedure can continue until all Project bonds are satisfied. In the event that the CITY is the primary cause of delay, the daily amount shall accrue and accumulate for the period of time required for CITY to provide the necessary remedy. At this point, an invoice will be issued to the CITY for the period of delay, and VENDOR and CITY will agree to a mutually acceptable revised timetable. D. CORRECTION OF ERRORS UNDER THE WARRANTY At no charge to the CITY, VENDOR will promptly correct technical errors or in the Licensed Application Software according to the terms of this Agreement so that the Licensed Application Software will perform as described in the Scope Document, Change Control Document and VENDOR's RFP response proposal. E. ORAL REPRESENTATIONS No CITY or VENDOR employee has the authority to bind either party to any oral representation or warranty. F. PROGRESS REPORTS VENDOR will design a progress report form that itemizes the activities accomplished to date, the activities planned and any problems which have occurred or are anticipated from the point of Agreement signing until Final Acceptance. The forms' design and adequacy will be subject to CITY approval. Progress reports will be prepared bi-weekly prior to Acceptance and weekly thereafter by VENDOR and either mailed or e-mailed to the CITY's Project Manager. Progress reports will be discontinued when the CITY, in its sole judgment, deems the project to be complete and in conformance with the Scope Document and VENDOR's Proposal and any subsequently agreed upon necessary modifications, and deems VENDOR's commitments to be completed. G. TERMINATION VENDOR shall have the right to terminate this Agreement if CITY fails to pay charges due within forty-five (45) days of notice and demand. VENDOR shall thereafter reinstate services under this Agreement only upon payment of all past due charges plus any additional late fees (as defined as 1 % per month on uncontested invoices). City shall have the right to terminate should VENDOR's product fail to perform as represented and if said failure(s) are not corrected within reasonable period as determined by CITY. In the event VENDOR ceases to provide maintenance and support for the Licensed Application Software (including any VENDOR -supplied updates) for reasons other than CITY's failure to pay maintenance fees, a current copy of the Source Code as defined in Section V, clause H with complete system documentation will be provided to CITY in order to ensure continued maintenance. Page 17 City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT SESSION XI: LIABILITY, INDEMNIFICATION AND DEFAULT A. LIABILITY, INDEMNIFICATION AND DEFAULT CITY shall in no event be liable to VENDOR or other person claiming damages as a result of the CITY's use of the Licensed Application Software and Materials in conformity of this Agreement, whether direct or indirect, special or general, consequential, or incidental or arising from loss of profits; provided that this provision shall not apply to any claim, demand, loss or action alleging that any modifications made by Licensee to the Licensed Application Software and Materials infringe any third -party rights in the United States respecting copyright, trade secret, or patent. VENDOR shall indemnify, defend, and hold harmless from any demands, claims or suits by a third party for loss, damages, expenses, liability, legal costs, and attorney's fees arising out of allegations that the CITY's use of the Licensed Application Software and Materials in conformity with this Agreement infringe any third -party rights in the United States respecting copyright, trade secret, or patent. After the successful completion of the acceptance period, any material failure by CITY or VENDOR to comply with any term or condition under this Agreement shall entitle the other party to give the party in default written notice requiring it to make good such default. Failure to make good such notified default within thirty (30) calendar days of such notice shall constitute breach of Agreement by the defaulting party and grounds for termination of this Agreement. B. BANKRUPTCY/SUPPORT CESSATION The term "default" as used in this Agreement shall include the institution of proceedings by or against VENDOR under federal or state bankruptcy laws and assignment or receivership for the benefit of creditors. CITY rights to a complete and documented copy of all related Source Code corresponding to the then current released version of the System/Utility Software (for internal use and not for resale) shall precede any bankruptcy proceedings and stand before any trustee's claims for the benefit of creditors. In the event that VENDOR ceases to provide support for the System/Utility Software for reasons other than CITY's failure to pay maintenance fees, the CITY shall have the same rights as if VENDOR had declared bankruptcy. C. INSURANCE VENDOR, at its own cost and expense, shall purchase and maintain during the life of this Agreement a comprehensive liability policy that shall protect VENDOR from claims for property damage and injuries to persons, including accidental death, and name the CITY as an additional insured under said policy in not less than the following amounts: • General Liability including personal injury and property damage in the amount of S1,000,000. Page 18 • City of Miami MARCH, 29, 2004 Municipal Software Corp. APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT • Automobile Liability, all automobiles, in the amount of $1,000,000 for combined single limit. In addition, CITY shall be named as additional insured on such policies and shall be notified by the insurance carrier of any change in or cancellation of coverage. VENDOR further agrees during the life of this Agreement to maintain, at VENDOR expense, all necessary insurance for its employees, including, but not limited to, Workman's Compensation, disability, and unemployment insurance. VENDOR shall furnish a certificate of insurance countersigned by an authorized agent of the insurance carrier on a form of the insurance carrier setting forth the general provisions of the insurance coverage. The countersigned certificate shall name the CITY as an additional insured under the policy. The certificate shall contain a statement of obligation on the part of the insurance carrier to notify CITY of any material change, cancellation or termination of the coverage at least thirty (30) calendar clays in advance of the effective date of any such material change. The certificate shall be furnished by VENDOR to CITY prior to execution of this Agreement by CITY. D. LIMITATION OF LIABILITY VENDOR's liability for direct damages to CITY or others resulting from the performance of Services under this Agreement shall not exceed the amount of the total of Licensed Application Software and Materials charges paid to VENDOR under this Agreement and all related agreements, and the total fees paid for training or other related payments paid to VENDOR. SESSION XII: GENERAL PROVISIONS A. ASSIGNMENT This Agreement may be assigned by VENDOR to another person or organization that acquires all or substantially all of the assets of VENDOR as long as all contractual provisions and responsibilities are assumed by the acquiring person or organization and the CITY's approval is obtained which will not be unreasonably withheld. Any other assign- ment by VENDOR shall be made only with the prior written consent of CITY which consent shall not be unreasonably withheld provided that in the event of such assignment the proposed assignee has agreed to be fully responsible for VENDOR obligations under this Agreement. B. GOVERNING LAW This Agreement shall be governed by and construed in accordance with the laws of the state of Florida and any and all disputes or legal actions shall be venued in Miami -Dade County or the nearest jurisdiction to the City of Miami. Page 19 City of Miami MARCH, 29, 2004 Municipal Software Corp. APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT C. COSTS AND ATTORNEYS FEES Attorney fees in an amount not exceeding $85 per hour per attorney, and in total amount not exceeding $5,000, shall be recoverable as costs (by the filing of a cost bill) by the prevailing party in any action or actions to enforce the provisions of this Agreement. The above $5,000 limit is the total of attorneys fees recoverable whether in the trial court, appellate court, alternative dispute resolution processes, including but not limited to conciliation, mediation, and arbitration, or otherwise, and regardless of the number of attorneys, trials, appeals, or actions. It is the intent of this Agreement that neither party shall have to pay the other more than $5,000 for attorney's fees arising out of an action, or actions to enforce the provisions of this Agreement. D. MEDIATION Should any dispute arise out of this Agreement, any party may request that it be submitted to mediation. The parties shall meet in mediation within 30 days of a request. The mediator shall be agreed to by the mediating parties; in the absence of an agreement, the parties shall each submit one name from mediators listed by either the American Arbitration Association, the Florida Dispute Resolution Center, or other agreed -upon service. The mediator shall be selected by a "blindfolded" process. The cost of mediation shall be borne equally by the parties. Neither party shall be deemed the prevailing party. No party shall be permitted to file a legal action without first meeting in mediation and making a good faith attempt to reach a mediated settlement. The mediation process, once commenced by a meeting with the mediator, shall last until an agreement is reached by the parties but not more than 60 days, unless the maximum time is extended by the parties. E. ARBITRATION After mediation above, and upon agreement of the parties, any dispute or claim arising out of or relating to this Agreement may be settled by arbitration in accordance with the Construction Industry Rules of the American Arbitration Association, and judgment upon the award rendered by the arbitrators may be entered in any court having jurisdiction thereof. The costs of arbitration shall be borne equally by the parties. F. ENTIRE AGREEMENT/AMENDMENTS This Agreement constitutes the entire understanding of the parties with respect to the matter contained herein. There are no promises, covenants or undertakings other than those expressly set forth herein. This Agreement may not be amended except by writing signed by authorized representatives of CITY and VENDOR and approved by the CITY's Manager. If any of the provisions of the Agreement are declared to be invalid, such provisions shall be severed from the Agreement and the other provisions hereof shall remain in full force and effect. Page 20 JVV L 11.11Vtaa iXVUG1 L DG1ll1GLL City of Miami Municipal Software Corp. MARCH, 29, 2004 APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT G. CONSTRUCTION A term or condition of the Agreement can be waived only by written consent of both parties. Title and paragraph headings contained in the Agreement are for convenient reference and do not constitute part of the Agreement and shall not affect the interpretation of the Agreement. This Agreement shall be binding upon and inure to the benefit of the parties to the Agreement and their respective successors and assigns. H. SERVICE OF NOTICE Any notice required or permitted to be sent under the Agreement shall be delivered by hand or mailed by registered mail, return receipt requested, to the addresses of the parties first set forth below. VENDOR: Municipal Software Corporation Robert Bennett, President and CEO 4464 Markham Street, Suite 1101 Victoria, BC V8Z 7X8 CITY: City of Miami Joe Arriola, City Manager Miami Riverside Center - 444 S.W. 2nd Ave, Miami, FL 33130 SIGNATURES: IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF MIAMI Municipal Software Corporation Joe Arriola City Manager Robert Bennett President and CEO Page 21 City of Miami MARCH, 29, 2004 Municipal Software Corp. APPLICATION SOFTWARE IMPLEMENTATION AGREEMENT ATTEST: Priscilla A. Thompson City Clerk APPROVED AS TO FORM: APPROVED AS TO INSURANCE CORRECTNESS: Alejandro Vilarello Dania Carrillo City Attorney Risk Management Administrator Page 22 RTM htb(+FC Actex Code Enforcement Requirement Traceability Matrix March 24, 2004 Prepared by: Christie Mory and Reviewed by Conrad Salazar Response prepared by: Municipal Software Corporation Overview: Code Enforcement needs a system to replace their existing method of entering, tracking and closing violations in the current Complaint Tracking System. Detailed program activities were documented in anticipation of use with another vendor application. This documentation is provided as an attachment to this Code Enforcement RTM. In Phase I implementation of Code Enforcement the following capabilities are needed: • Enter violation information and create work orders_ Information can come directly into the Code Enforcement department or be handled at 13 NET offices by the NET clerks • Work orders become a REQUEST and are entered by Inspectors and NET clerks • The inspector will need to schedule and inspect the violation and determine whether it should become a CASE or remain a REQUEST and close. • The inspector will record the results of the inspection and if a CASE is opened then various predefined activities occur which include notices, letters and a series of time events • Inspection results need to be logged, and rescheduled • Tickets, letters, notices need to be output by the system. Note: It is important to note that where we have responded that the item is configurable as required, there is no custom source code programming. Configuration is completed using the tools provided in CityView. 1 1.1 The System shall allow the Code Enforcers and NET clerks to create a new or modify and existing form or template to log the Yes CityView 82.1 Configurable as required and proposed. included as proposed 1.2 The System shall allow the users to define Yes CityView 8.2.1 Configurable as required and proposed. included as proposed 1.3 The System shall be able to track and register initial complaints to include but not be limited to: Date complaint received _ Date inspector assigned First inspection Date Request Type: REQUEST or CASE Violation location Yes CityView 8.2.1 Configurable as required and proposed. included as proposed 1.4 The System shall be able to assign a unique number of each complaint received and the Yes CityView 82.1 Configurable as required and proposed. included as proposed 1.5 The System shall be able to provide violation Yes CityView 8.2.1 Configurable as required and proposed. included as proposed 1.6 The System shall be able to conduct inquiry to include, but not limited to open cases from Building and Zoning in one screen. (ie. Yes CityView 8.2.1 Configurable as required and proposed. included as proposed 1.7 The System shall allow user access by address or folio number using a GIS parcel interface which displays graphical representation of the property Yes CityView 8.2.1 Configurable as required and proposed. included as proposed 1.8 The System shall be capable of determining if there is a duplicate complaint on a particular property Yes CityView 8.2.1 A user must discern whether a 2nd complaint is a duplicate or a different complaint. included as proposed 2 1.9 2.1 If there is not a duplicate the system shall prompt the user if they want to add a new case. The System must be able to automatically determine the priority based on the type of case reported. Yes Yes CityView 8.2.1 Chew 8.2.1 Configurable as required and proposed. Configurable as required and proposed_ included as proposed induded as proposed 2.2 The System shall be capable of entering the complaint as a REQUEST. then changing the complaint type to a CASE if the inspector determines that it is a CASE after an initial ' Yes CityView 8.2.1 Configurable as required and proposed. included as proposed .. Ion. 3.1 The System shall allow one or more inspectors to be automatically assigned based on geographic area or specific type of case. Yes CityView 8.2.1 Configurable as required and proposed. induded as proposed 3.2 The System shall be able to automatically set up inspection schedule and tickler for inspectors assigned Yes CityView 8.2.1 Configurable as required and proposed. included as proposed 3.3 The System shall allow an inspectors case load to remain with him, even though he may move to another territory. Yes CityView 8.2.1 Configurable as required and proposed. Inspectors can be assigned work based on their territory at the time of the assignment, and transferring of a case to another inspector after he transfers would be a supervisors decision. So by default, the case would stay with the '• included as proposed o final ins.:-.,. . 4.1 The System shall allow inspectors to access the system for property history and code information history via their handheld device, Yes CityView 8.2.1 Configurable as required and proposed, assuming the standard CityView mini -browser interface. included as proposed 4.2 The System shall allow the inspector to enter inspection results, comments and tag property for violation via their handheld device, laptop or ipad. Yes CityView 8.2.1 Configurable as required and proposed, assuming the standard Chew mini -browser interface. . included as proposed 4.3 The System must be able to provide Yes CityView 8.2.1 Configurable as required included as 3 4.4 4.5 4.6 4.7 4.8 r 4.9 4.10 4.11 4.12 5.1 5.2 5.3 5.4 attachment of photos, images of final plat drawings, documents to parcel database records. The System shall track the dates of inspections. The System shall provide an area of inspector comments and tie to the case number, notices sent and violation location. The System shall be able to automate the naming of images using a file name and picture sequence structures. Example: If case 3455 the picture shall be named 3455-1 The System shall store the images on a database not on the work station. The System shall interface with Motorola 311 system to include receiving and sending automated information from Code Enforcement: Future: January 2005 The System shall be capable of allowing inspectors to open rages that have been previously carried over from previously assigned areas the inspector has worked. The System shall be capable of requesting and/or assigning to an individual inspector cases that are of same activity types. The System must provide attachment of photos, images of final plat drawings, documents to parcel database records. The System must provide for multiple street name aliases and related valid street numbers. The System shall automatically generate letters and notices. The System shall be able to allow images to be imbedded into letters and documents. The System shall be able to perform calculations and then print the amount on letters and notices. The System shall be able to track but not be limited to: Abatement fees Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes CityView 8.2.1 CityView 8.2.1 CityView 8.2.1 CityView 8.2.1 CityView 8.2.1 CityView 8.2.1 CityView 8.2.1 CityView 8.2.1 CityView 8.2.1 CityView 8.2.1 CityView 8.2.1 CityView 8.2.1 and proposed. Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed, using CityVievws built-in auto - number -sequencing function. The images are stored on a file server, under the control of the CityView Server. Quoted as a separate line item. Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. proposed included as proposed included as proposed included as proposed included as Proposed included as proposed included as proposed included as proposed included as proposed included as proposed included as proposed included as proposed Yes CityView 8.2.1 Configurable as required and proposed. included as proposed 4 5.5 5.6 5.7 5.8 5.9 5.10 5.11 5.12 5.13 5.14 Abatement fee due dates Fee due dates Administration fees The System shalt be able to track multiple abatement, violation and notices by issues dates, amounts and dates letters sent. The System shall provide tickler for inspection due dates and notification if deadlines have passed. The System shall be able to automatically generate the letter based on user defined rules. The System shall be able to track the dates, status and history of all inspection by property address. Yes Yes Yes Chew 8.2.1 CityView 8.2.1 CityView 8.2.1 Configurable as required and proposed. Configurable as required and proposed. A user must dick a form button to invoke this query. Alternatively reports "to do lists' can be used, if Chew s Outlook functionality is being used, reminders and notifications are a function of Outlook Configurable as required and proposed. included as proposed included as proposed included as proposed The System must be able to calculate related fees based on the fee table or schedule The System must be able to automatically generate warning or citation letters based on user defined roles. The System must be able to track multiple citation occurrences. The System must allow manual entry of the citation fees. The System shall provide tracking capability to track the dates and CIC hearing comments and decisions. The System must provide the capability to track the date of the meeting, agenda and comments. Yes Yes Yes CityVew 8.2.1 CityView 8.2.1 CityVew 8.2.1 Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. included as proposed included as proposed included as proposed Yes Yes Yes CityView 8.2.1 CityVew 8.2.1 CityVew 8.2.1 Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. included as proposed included as proposed included as proposed Yes Cityvew 8.2.1 Configurable as required and proposed. included as proposed 5 LUCS Requirements Traceability Matrix March 2004 Responses prepared by: Municipal Software Corporation Note: It is important to note that where we have responded that the item is configurable as required, there is no custom source code programming. Configuration is completed using the tools provided in CityView. 1.1 1.2 1.3 1.5 1.6 1.9 1.10 The System shall allow user access by address or folio number using a GIS parcel zoning interface which displays graphical re • resentation of the . ro . The System shall validated the address or folio number u.on ent Deleted: Process Re. uirement If the address or folio exists system shall return Summary Details about the property in include folio number, property address, property owner, property owner mailing address street, : , state, and . ostal zi . . Deleted: Du • ficate to 1.1 If the address or folio exists the system shall retum Zoning Information which contains primary zone district designation and existing land use. Deleted: Arnbi • uous tf the address or folio exists the system shall display the primary zone district designation and when selected, the specified primary zone districts "Use" allowed which may be up to X number of Uses. If the address or folio does not exist the System shall retum a list of five properties that are in close proximity to the address entered. The System shall show the fire zones and districts from a GIS layer for a particular TO . - address. Deleted: Du • Iicate of 1.9 Yes Yes Yes Yes Yes No Yes CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 Configurable as required, to suit your specific GIS needs. Configurable as required and proposed. Configurable as required and proposed. Confi. urabie as re • uired and • ro • osed. Configurable as required and proposed. The number of Uses is configurable as required. There are no system - imposed limits to this number. This is normally a 2-step process. (1) Find an exact match, else (2) Find proximity matches. If the expectation is that this would be 2 steps, then we do su • • ort this r- • uirement out of the box. Configurable as required and proposed. provided fire zones are a GIS layer. 1 1.12 The System shall be able to provide a history of CU use and existing code enforcement cases (violations/liens). Yes CityView v8.2.1 Configurable as required and proposed. Since CE would be implemented so shortly after LUCS, we would not interface to your existing CE system. Interfacing to our internal CE module is supported `out -of -the -box"_ It is assumed that the CE implementation would include conversion of historical data. 1.13 The. System shall not allow any editing while making inquires on address or folio land Yes CityView v82.1 Configurable as required and proposed, by user privileges, or by a query form distinct from the update form. 1.14 The System shall show the flood zone from a GIS layer for a particular property address. Yes CityView v8.2.1 Configurable as required and proposed, provided that Hood zones are a GIS layer. 1.15 The System shall show the voting districts from a GIS layer for reporting purposes. Yes CityView v8.2.1 Configurable as required and proposed, provided that voting districts are a GIS layer. 1.16 2.1 The System shall have the capability to recognize address abbreviations or address similarities. For example: Street versus St. The System shall allow the Clerk to pre -populate the CU application with data from the GIS interface to eliminate manual data entry. Information includes the following: Property Owner Name Property Owner Mailing Address (street, city, state and zip code) Property Owner Telephone (include area code) Property Owner E-Mail Property Owner Fax Number (optional) Yes Yes CityView v8.2.1 CityView v8.2.1 Searches are typically based on scrubbed data, configured to your street -naming standards, with a separate field for street -type. Users typically qualify a street name with a street -type selected from a drop -down list box of valid street -types. Therefore, this requirement is met in a different wa than what is - . uested here. Configurable as required and proposed. 2 2.2 The System shall allow the Clerk to populate the CU application with Property information from the GIS interface to include the following: Property Folio Number Property Address (street, city, state and zip code) Zoning Designation Other Designations Net Area/Code Compliance District (need fields) Special Conditions Special Permits Yes CityView v8.2.1 Configurable as required and proposed. 2.3 The System shall allow a new address to be entered as long as it links to an existing address or folio. Yes CityView v8.2.1 1t is recommended that new addresses are downloaded from GIS, if that's the master database. However, new addresses can be entered as specified. • 2.4 The System shall query the clerk for a unit number if none is entered; if there is no unit number the system shall enforce the clerk to enter "none" or some similar value. Yes CityView v8.2.1 Configurable as required and proposed. 2.5 Deleted: Duplicate to 1.10 2.6 The System shall have the capability of recognizing address aliases. Yes CityView v8.2.1 Configurable as required and proposed. The default can be set to "none", or can be left blank and set to "must fill". 2.7 3.1 The System shall have the capability of re•..nizin. multiple addresses . -r .. met. The System shall provide a user interface to select information from Zoning Compliancy Use table- Yes Yes CityView v8.2.1 CityView v8.2.1 Configurable as required and proposed. Configurable as required and proposed. 3.2 The System shall allow the Zoning Compliancy Use data to be created, edited and deleted as well as the changes tracked. Yes CityView v8.2.1 Configurable as required and proposed. 3.3 The System shall populate the CU application screen with the District Use Type Use (USE) from the Zoning Compliancy Use table. Yes CityView v8.2.1 Configurable as required and proposed. 3.4 The System shall allow one District Use Type Use (USE) from the Zoning Compliancy Use table to be entered for each CU entered into the System. Yes CityView v8.2.1 Configurable as required and proposed. 3.5 The System shall assign a unique USE IDENTIFIER number for each CU entered into the System. Yes CityView v8.2.1 3.6 The System shall allow the Clerk to select CONDITIONS from the Zoning Compliancy Use table with a text area to enter reference information. Yes CityView v8.2.1 Configurable as required and proposed. 3.7 The System shall allow the Clerk to select Yes CityView v8.2.1 Configurable as required and proposed. 3 3.8 4.1 4.2 4.3 4.4 4.5 4.6 4.7 4.8 4.9 4.10 FEATURES of the CU from the Zoning Compliancy Use table. Moved to 4.12 Deleted: Duplicate of 12 Moved to 1.16 Deleted The System shall generate the current DATE of application. Moved: To 9.16 non-functional rqmt. Deleted: Redundant to 6.3 and 6.5 The System shall allow the Clerk to enter the CU APPLICATION TYPE to include: New Use Existing Use (New Ownership, Expansion, Modification) Deleted: Ambiguous The System shall display the STATUS of the NEW CU Application, otherwise the CU record shall have one of the following status on the record depending on the workflow Suspended (Critical Problem) Pending (Class 1 or Class 2) Approved (Final Approval) Rejected (Inspections not ok) Revoked (Legal problems) In Process (Paid) Expired (No action) Deleted: Duplicate of 4.7 Yes Yes Yes CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 4 Configurable as required and proposed. Configurable as required and proposed. 4.11 The System shall allow the Clerk to enter the following information from the Applicant for a new CU. Registered Agent andlor Applicant Name Business Name Business Address Business Mailing Address Applicant Telephone Number Emergency Phone Number Cell Phone Number Applicant E-Mail Address Applicant Facsimile Number ) Property Owner's Authorization Proof (Y/N) Square Footage Units in Business Seats in Business Comments Restrictions Payment Exempt (yes/no) Yes CityView v82.1 Configurable as required and proposed. 4.12 The System shall have the capability of searchin. for an existi • CU record. Yes CityView v8.2.1 Configurable as required and proposed. 5.1 The System shall allow a record to be put into a pending state if an applicant has to apply for a Class 1 or Class 2 Permit. Yes CityView v8.2.1 Configurable as required and proposed_ 52 The System shall allow a Class 1 or Class 2 Permits be entered into the system. Yes CityView v8.2.1 Configurable as required and proposed. 5 5.3 The System shall allow the Clerk to enter the following information about the Class 1 permit: Application Type Nature of Application Applicant Name Applicant Address Contact Phone Number Receipt Number (of CU?) NET Area Zoning Designation Date Submitted Address of Business Square Footage Fair market value Proof of Certified Mail Receipts (YIN) Legal description of property (YIN) Site plan (Y/N) Parking landscaping (YIN) Yes CityView v8.2.1 Configurable as required and proposed. 5.4 The System shall calculate the fee s based on pre -established fee fables for Class 1 and Class 2 Special Permits. Yes CityView v8.2.1 Configurable as required and proposed. 5.5 The System shall be capable of allowing the Clerk to enter the amount and how payment was received with cash, check or credit. Yes CityView v8.2.1 Configurable as required and proposed. 5.6 The System shall generate a hardcopy receipt in the amount paid to be given to the Applicant. Yes CityView v8.2.1 Configurable as required and proposed. 5.7 The System shall assign a unique number to the documents (inspection package) and print one hardcopy for attachment to the package. Yes CityView v8.2.1 Configurable as required and proposed. 5.8 The System shall track the package unique number as apart of the Class 1 or Class 2 Permit record. Yes CityView v8.2.1 Configurable as required and proposed. 5.9 The System shall have the capability to allow the Service Aide to schedule an inspection with NET inspectors. Yes CityView v8.2.1 Configurable as required and proposed. 6 5.10 The System shall allow the inspector to enter his inspection results to include: Name Date of Inspection: Results Approved Denied — Non Needed Incomplete Submittal Pending Zoning Review Pending Net Review Yes CityView v8.2.1 Configurable as required and proposed. 5.11 The System shall send notification to the Zoning Administrator of Approval and Service Clerk (to notify the Applicant) Yes CityView v8.2.1 Configurable as required and proposed. 5.12 The System shall allow the Zoning Administrators to enter approval and assign a Class 1 Special Permit Number. Yes CityView v8.2.1 Configurable as required and proposed. 5.13 The System shall generate a hardcopy Class 1 or Class 2 Yes CityView v8.2.1 Configurable as required and proposed. 5.14 The System shall allow the Clerk to enter whether a Hold Harmless Affidavit with signed and notarized. Yes CityView v8.2.1 Configurable as required and proposed. 5.15 The System shall allow the Zoning Inspector access to the Class 1 record to enter approval in the Zoning section of the Building Yes CityView v8.2.1 Configurable as required and proposed. 5.16 The System shall allow the Planning Department to record final approval for Class 1 permits Yes CityView v82.1 Configurable as required and proposed. 5.17 The System shall permit the Class II Coordinator to enter the Class 2 permit information. Yes CityView v8.2.1 Configurable as required and proposed. 5.18 The System shall calculate a special fee for urban Development or Historic Preservation Board Yes CityView v8.2.1 Configurable as required and proposed_ 5.19 The System shall send notification to the NET offices that the Class 2 Yes CityView v8.2.1 Configurable as required and proposed. 5.20 The System shall allow the NET Zoning inspector to record the Yes CityView v8.2.1 Configurable as required and proposed. 5.21 The System shalt send notification to the Net Administrator the results from the NET Zoning Inspector review. Yes CityView v8.2.1 Configurable as required and proposed_ 7 5.22 5.23 5.24 5.25 5.26 5.27 5.28 5.29 5.30 6.1 6.2 6.3 6.4 6.5 The System shall send notification to the Class 11 Coordinator the package is ready for review after the NET Administrators review. The System shall allow the decision to be entered as either, Approved, Denied, Issue Intended Decision, or Final Decision with reasons and required changes. The System shall be capable of determining when 15 days appeal has expired if a Hold Harmless Affidavit has been submitted or Neighbors appeal. The System shall be capable of freezing a Class 2 permit while the Appeal Process takesplace. The System shall produce a final Class 1 or 2 permit with an effective date. The System shall have the ability to modify a Class 2 Special Permit after its been issued. Yes Yes Yes Yes Yes CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 CttyVew v8.2.1 CityView v8.2.1 Configurable as re Configurable as r Configurable as re Configurable as re Configurable as re The System shall have the ability to issue a modified Class 2 Special Permit. The System shall have the following status: New, Modified and Expired Yes Yes CityView v8.2.1 CityView v8.2.1 Configurable as r by user Configurable as re The System shall have the capability to expire a Class 2 Special Permit after a pre -defined eriod of time. The System shall calculate the amount due from the applicant based on fee schedules determined by the City. The System shall be capable of allowing the Clerk to enter the amount and how payment was received with cash, check or credit. The System shall generate a hardcopy receipt in the amount paid. The System shall generate a hardcopy CU application with all of the information entered by the Clerk as well as a list of disciplines that will need to inspect the property. The System shall interface the financial GEMS system. Yes Yes Yes Yes Yes No Chew v8.2.1 CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 Configurable as r Configurable as re Configurable as re Configurable as re Configurable as req Configurable as req 8 A custom interface we have included the propo quired and proposed. quired and proposed. quired and proposed. luired and proposed. luired and proposed. quired, constrained privileges. luired and proposed. luired and proposed. luired and proposed. uired and proposed. uired and proposed. uired and proposed. uired and proposed. must be written and 3 budget amount in ;al for this. 6.6 6.7 6.8 6.9 7.1 72 7.3 7.4 7.5 7.6 7.7 7.8 7.9 Yes Yes CityView v8.2.1 CityView v8.2.1 Configurable as required and proposed. Configurable as required and proposed. The System shall generate an inspection notification to be sent to Building, Electrical, Plumbing, Mechanical, Fire and Zoning depending on the USE of the CU. The System shall allow the system to change the status to pending then after review recalculate payment based on changes found upon inspection. (ex: change in use, characteristics, or square footage) Moved to 8.6 The System shall generate a CU application with information to be filled out upon inspection to include the following Fire information Fire Usage Code Fire Property Class Distribution Code Night Inspection (Yes/No) Structure (Yes/No) Occupancy Load Building (Fire) Protection (1,2,3,4) Corridor (I/E The System shall have the capability to schedule an inspection at the NET for the inspectors at the Code Enforcement department. The System shall allow inspectors to track and schedule inspections. Deleted Deleted: Redundant to 6.7 If an inspection fails and the problem is critical, the System shall send email or report notification to other disciplines not to inspect until problem has been resolved and send critical failure to Zoning to revoke or suspect CU application until resolution. Deleted: Redundant to 6.6 The System shall have the capability to allow inspectors document their inspection results in an automated manner. The System shall allow only CU Records with a "Paid" status to be scheduled an inspection. Yes Yes Yes CityView v8.2.1 CityView v8.2.1 Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. Yes CityView v82.1 Configurable as required and proposed. The System shall allow the CU Record to be placed in an Approved state only when all Yes Yes Yes CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 9 Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. aF :ct of ri is is a ie of sl ie Ir It 0 rf c ip itl a nri a d it fE 7.10 7.11 7.12 7.13 7.14 7.15 7.16 7.17 7.18 7.19 7.20 disciplines have completed and approved inspections and ail fees are paid. The System shall allow Business Rules to be _ entered and applied to when an inspection can be scheduled. For example: Fire cannot perform inspection until 3 days after CU application. Scheduling inspections too early causes re -inspections. The System shall have the capability to periodically check for inspection status of in process" and "not scheduled' and notify the appropriate discipline the inspection needs to occur. The System shall have the capability to sort a group of inspection notification by discipline, and inspector assigned districts, and assign a group of CUs for inspections. The System shall send a email or report notification to the inspector within that discipline to schedule an inspection Yes Yes CityView v8.2.1 CityView v8.2.1 Configurable as required and proposed. Configurable as required and proposed. The System shall have unlimited inspections history records for each inspection discipline_ The System shall have for each inspection record, the capability to allow the Inspectors to add or modify Inspection Data to include, Inspection Requested Date, Inspection Performed Date, Time, Approval or Disapproval, Reason, Conditions, Restrictions, Comments, Initials, Results, and Approval date. The System shall have the capability to reject a CU application and notify zoning to review based on an inspection result that the approved use is different from the use the inspector saw. The System shall allow the inspector to update a CU record with Fire Usage Codes, Property Class, square foot/units/seats, distribution code, night inspection, shell, building protection, corridor, occupancy load, Fire Usage Code and Property Class according to Fire FOL Deleted: Redundant to 7.13 The System shall have the capability to send email notifications of inspection requests as a group by a specific time. The System shall have the capability to generate a report of inspection requests that are sorted based on pre -defined supervisor groups, districts or nets. Yes Yes Yes Yes Yes Yes CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. Configurable as required and proposed. Yes Yes CityView v8.2.1 CityView v8.2.1 10 Configurable as required and proposed. Configurable as required and proposed. 7.21 The System shall have the capability to create an automatic re -inspection or referral to another discipline. Yes CityView v8.2.1 • Configurable according to your precise business rules_ 7.22 The System shall have the capability to extend the period of time the re -inspection must be completed for a particular set of days (30-60-90). Yes CityView v8.2.1 Configurable as required and proposed. 723 The System shall allow the inspectors to create a new inspection with and without reschedutinq capabilities. Yes CityView v8.2.1 Configurable as required and proposed. 7.24 The System shall notify the Health department of a pending inspection via email and/or reporting. Yes CityView v8.2.1 Configurable as required and proposed. 7.25 The System shall provide the capability to identify the source of the request to schedule an inspection (phone, email, over counter etc). Yes CityView v8.2.1 Configurable as required and proposed. 7.26 The System shall allow for inspections to be cancelled. Yes CityView v8.2.1 Configurable as required and proposed. 7.27 Deleted: Redundant to 7.16 7.28 8.1 The System shall have inspection status to be as follows_ Suspended, Pending, Hold, Re'ected and • • • roved The System shall send email notification to the Zoning Administrator that the CU is complete. Yes Yes CityView v8.2.1 CityView v82.1 Configurable as required and proposed. Configurable as required and proposed. 82 The System shall allow the Zoning Administrator to enter an approval to the CU. Yes CityView v8.2.1 Configurable as required and proposed. 8.3 The System shall allow an approved CU notification be sent to Zoning and Planning to mail the CU or have picked up. Yes CityView v8.2.1 Configurable as required and proposed. 8.4 The System shall interface with ARCV (Accounts Receivable) to place renewal information into the system. Yes CityView v8.2.1 Configurable as required and proposed. 8.5 Deleted: Interface to ARPS wilt be manual 8.6 9.1 The System shall generate a CU Number that contains the first two digits of the current ear. System shall provide the capability to reverse an entry once entered. Yes Yes CityView v8.2.1 CityView v82.1 Configurable as required and proposed. Configurable as required and proposed, constrained by audit trail and user privileges. 9.2 The System shall have the capability to expire a record based on a pre -determined period of inactivity. Yes CityView v8.2.1 Configurable as required and proposed. 9.3 The System shall have the capability to be able to re -activate a CU. Yes CityView v8.2.1 Configurable as required and proposed. 9.4 The System shall not allow a change to the Yes 1 CityView v8.2.1 The audit trail for inspection results 11 9.5 9.6 9.7 9.8 9.9 9.10 9.11 9.12 9.13 9.14 9.15 9.16 9.17 9.18 9.19 9.20 history of the inspection results. The System shall allow Supervisors to change specific information in a record that an inspector cannoL System shall be compatible with MRC, NET and Code Enforcement technical infrastructure. Deleted - Duplicate Yes CityView v82.1 A detailed Infrastructure Review will be conducted as part of the proposal The System shall have validation, error messages and edits built into the system to preserve the integrity of the data. System shall provide reporting capabilities System shall have error processing routines if input is invalid or missing System shall have a login screen and user defined roles System shall have required fields and validations of values put into the system System shall have pre -defined log off capability if there is a period of no usage time. Deleted Yes Yes Yes CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 Yes Chew v8.2.1 Yes Yes and No CityView v8.2.1 CityView v8.2.1 System shall provide query capabilities The System shall maintain a history of "STATUS" changes, what and by whom. The System shall be able to provide single sign -on capability The System shall be able to prevent un- authorized access and update. The System shall provide online help or tutorial sessions Yes Yes Yes CityView v8.2.1 CityView v8.2.1 CityView v8.2.1 Yes CityView v8.2.1 The System shall allow the Clerk to save the incomplete application for later use within a predefined period of time. Yes and No - Yes CityView v8.2.1 p H CityView v8.2.1 12 listory is not alterable within CityView. Configurable Configurable Configurable Configurable Cfigurable created ;onfigurable as required and proposed, constrained by user privileges. as required and proposed. onfigurable as required and proposed. onfigurabie as required and proposed. as required and proposed. onfigurable as required and proposed. The default is 20 minutes for Web Forms, configurable on the IIS. Not supported on workstation. as required and proposed. as required and proposed. mfigurable as required and proposed. on as required and proposed. :ityview help files are supported — not tutorials. The help files are not customized to reflect your specific business process; they only explain how to use the generic CityView rocess, however custom help can be and attached to the CityView elp options that reflect your business processes. mfigurable as required and proposed.