HomeMy WebLinkAboutSoftware Agreement - Target Solutions - Software and Training Content for SBFD1316 COUNTY -CITY BUILDING
227 W. JEFFERSON BOULEVARD
SOUTH BEND- INDIANA 46601-1830
CITY OF SOUTH BEND PETE BUTTIGIEG, MAY
BOARD OF PUBLIC WORKS I
April 9, 2019
David Farrar
Target Solutions
10805 Rancho Bernardo Road, Suite 200
San Diego, CA 92127
RE: Software Agreement
Dear Mr. Farrar:
PHONE 574/235-9251
FAX 574/ 235-9171
The Board of Public Works, at its meeting held on April 9, 2019, approved the above
referenced agreement regarding training software, hosts, and track training content for the
Fire Department in the amount of $21,035.
Enclosed please find a copy of the agreement for your records.
If you have any further questions regarding this matter, please call this office at (574) 235-
9251.
Sincerely,
Linda M. Martin, Clerk
Enclosure
GARY A. GILOT GENEVIEVE E. MILLER ELIZABETH A. MARADIK LAURA L. O'SULLIVAN THERESE J. DoRAu
SCHEDULE
A 6`�',F�'1D�'"a°�'"I'"r�[L
m
i� ma
<o LLMONS
DATE of SUBMISSION
2/4/2019
TargetSolutions
10805 RANCHO BERNARDO ROAD, SUITE 200
LICENSE TERMS: 12 months billed annually
Proposal To:
SAN DIEGO, CA 92127-5703
877-944-6372 - TOLL FREE
South Bend Fire Department
858-592-6880 - DIRECT / 858-487-8762 - FAX
Assistant Chief Todd Skwarcan
1222 S. Michigan St.
TS Sales Contact: David Farrar
South Bend, IN. 46601
Email: david,farrar tar etsolutions.com
tskwarca@southbendin.gov
Phone: 773-294-7215
574.235.9255
Tools, and Applications
TargetSolutions Online Training Platform License Customized Website, Administration
DESCRIPTION
UNIT PRICE QUANTITY
TOTAL
PER USER (# of Users)
Premier Membership Platform-3/31/19-3/30/20
$ 80.00
258
$ 20,640.00
Full RMS/LMS platform capabilities and online course library of HR
& Employment Practices, Office Skills,OSHA & Compliance, Driving
Safety, Fire, NFPA, EVO & EMS Recertification course bundles. ISO
included
and OSHA Tracking included.
Optional Products and/or services:
$
One Time Set Up Fee
(Waived:see Notes)
$ _
$0
Annual Maintenance Fee
$ 395.00 1
$395.00
TOTAL DUE:
(258 Total Users and Annual
$21,035.00
Maintenance Fee of $395)
Notes: Discounted rate from Premier from $109/user/yr to $80/user/yr. . $1500 set up fee is waived. Special
discounted rate granted for FDs in St. Joseph County, IN.
By signing the Client agreement, you are 1) agreeing to the pricing and terms presented in this proposal; 2)
agreeing you have read and accept the Client Agreement and License terms and; 3) agreeing you have read the
TargetSolutions Plaform System Requirements and Platform Solution Description documents listed in detail at
the following url:
htt : www.tar �etsolutioiis.com clients clie�it-resources
TargetSolutions, Inc. business proposal pricing is good for 30 days from Date of Submission listed above.
Il ""
Client a A
This Client Agreement (the "Agreement"), effected as of the date noted in the attached Schedule A (the "Effective Date"), is by and between TargetSolutions
Learning, LLC. ("TSL"), a Delaware limited liability company, and the undersigned client ("Client"), and governs the purchase and ongoing use of the services
described in this Agreement (the "Services").
1. Service. TSL shall provide the following
services:
1.1. Access. TSL will provide Client a non-
exclusive, non -transferable, revocable, limited
license to remotely access and use the Services
hereunder and, unless prohibited by law, will
provide access to any person designated by Client
("Users').
1.2. Av Il ilit . TSL shall use commercially
reasonable efforts to display its content and
coursework for access and use by Client's Users
twenty-four (24) hours a day, seven (7) days a
week, subject to scheduled downtime for routine
maintenance, emergency maintenance, system
outages and other outages beyond TSL's control.
1,3. Help ales TSL will assist Users as needed
on issues relating to usage via e-mail, and a toll
free Help Desk five (5) days per week at scheduled
hours.
2. Client' 0blf a i n •.
2.1. Compliance. Client shall be responsible for
Users' compliance with this Agreement, and use
commercially reasonable efforts to prevent
unauthorized access to or use of the Services.
2.2. Identify Users, client shall (i) provide a listing
of its designated/enrolled Users; (ii) cause each of
its Users to complete a profile; (iii) maintain user
database by adding and removing Users as
appropriate.
2.3r Future Emagjignality,.Client agrees that its
purchases hereunder are neither contingent on the
delivery of any future functionality or features nor
dependent on any public comments regarding
future functionality or features,
3. Fees and PaNMontS.
31. Fees. Client will pay for the Services in
accordance with the fee schedule in Schedule A
attached to this Agreement. Fees listed in
Schedule A shall be increased by 3% per year
both during the term of this Agreement, as well as
for any renewal terms,
3.2. Payments. All fees due under this Agreement
must be paid in United States dollars. Such
charges will be made in advance, according to the
frequency stated in Schedule A. TSL will invoice
in advance, and such invoices are due net 30 days
from the invoice date, All fees collected under this
Agreement are fully earned when due and
nonrefundable when paid.
3.3. us2enji n of S&vjce for Overdue Payments
Any fees unpaid for more than ten (10) days past
the due date shall bear interest at 1.5% per month.
With fifteen (15) days prior written notice. TSL
shall have the right, in addition to all other rights
and remedies to which TSL may be entitled, to
suspend Client's Users' access to the Services
until all overdue payments are paid in full,
4. Int lie ual Pro gq Ri hts. 4.1, Client
acknowledges that TSL alone (and its licensors,
where applicable) shall own all rights, title and
interest in and to TSL's software, website or
technology, the course content, and the Services
provided by TSL, as well as any and all
suggestions, ideas, enhancement requests,
feedback, recommendations or other information
provided by Client, and this Agreement does not
convey to Client any rights of ownership to the
same. The TSL name and logo are trademarks
of TSL, and no right or license is granted to Client
to use them.
4.2. Except as otherwise agreed in writing or to
the extent necessary for Client to use the
Services in accordance with this Agreement,
Client shall not: (i) copy the course content in
whole or in part; (ii) display, reproduce, create
derivative works from, transmit, sell, distribute,
rent, lease, sublicense, transfer or in any way
exploit the course content in whole or in part; (iii)
embed the course content into other products;
(iv) use any trademarks, service marks, domain
names, logos, or other identifiers of TSL or any
of its third party suppliers; or (v) reverse
engineer, decompile, disassemble, or access the
source code of any TSL software.
4.3. Client hereby authorizes TSL to share any
intellectual property owned by Client ("User
Generated Content") that its Users upload to the
Community Resources section of TSL's website
with TSL's 3'" party customers and users that are
unrelated to Client ("Other TSL Customers");
provided that TSL must provide notice to Client's
users during the upload process that such User
Generated Content will be shared with such
Other TSL Customers,
5. Term.
The term of this Agreement shall commence on
the Effective Date, and will remain in full force
and effect for the term indicated in Schedule A
('Term"). Upon expiration of the Initial Term, this
agreement shall automatically renew for
successive one (1) year periods (each, a
"Renewal Term"), unless notice is given by either
party of its intent to terminate the Agreement, at
least sixty (60) days prior to the scheduled
termination date. Upon expiration of the Initial or
any Renewal Term, access to the Services may
remain active for thirty (30) days solely for
purpose of Company's record keeping (the
"Expiration Period"). Any access to or usage of
the Services following the Expiration Period shall
be deemed Client's renewal of the Agreement
under the same terms and conditions..
6. Mutual Warranties and Disclaimer.
6.1. Mutual Representalions & Warganties,
Each party represents and warrants that it has
full authority to enter into this Agreement and to
fully perform its obligations hereunder.
6.2. Disclaimer. EXCEPT AS EXPRESSLY
PROVIDED HEREIN, NEITHER PARTY MAKES
ANY WARRANTIES OF ANY KIND, WHETHER
EXPRESS, IMPLIED, STATUTORY OR
OTHERWISE, INCLUDING ANY
WARRANTIES OF MERCHANTABILITY OR
FITNESS FOR A PARTICULAR PURPOSE, TO
THE MAXIMUM EXTENT PERMITTED BY
APPLICABLE LAW.
7. Miscellaneous.
7.1. Limitation on Liability. Except as it relates to
claims related to Section 4 or Section 7.2 of this
Agreement, (a) in no event shall either party be
liable to the other, whether in contract, warranty,
tort (including negligence) or otherwise, for
special, incidental, indirect or consequential
damages (including lost profits) arising out of or
in connection with this Agreement; and (b) the
total liability of either party for any and all
damages, including, without limitation, direct
damages, shall not exceed the amount of the
total fees due to, or already paid to, TSL for the
preceding twelve (12) months.
T2. Indemnllica0on. TSL shall indemnify and
hold Client harmless from any and all claims,
damages, losses and expenses, including but
not limited to reasonable attorney fees, arising
out of or resulting from any third party claim that
the Services or any component thereof infringes
or violates any intellectual property right of any
person.
7.3.. Assignment. Neither party may assign or
delegate its rights or obligations pursuant to this
Agreement without the prior written consent of
the other, provided that such consent shall not be
unreasonably withheld. Notwithstanding the
foregoing, TSL may freely assign or transfer any
or all of its rights without Client consent to an
affiliate, or in connection with a merger,
acquisition, corporate reorganization, or sale of
all or substantially all of its assets.
7.4 EgjC Maleure, TSL shall have no liability
for any failure or delay in performing any of its
obligations pursuant to this Agreement due to, or
arising out of, any act not within its control,
including, without limitation, acts of God, strikes,
lockouts, war, riots, lightning, fire, storm, flood,
explosion, interruption or delay in power supply,
computer virus, governmental laws or
regulations.
7.5. Waiver.;, No waiver, amendment or
modification of this Agreement shall be effective
unless in writing and signed by the parties.
7.6. everabilily• If any provision of this
Agreement is found to be contrary to law by a
court of competent jurisdiction, such provision
shall be of no force or effect; but the remainder
of this Agreement shall continue in full force and
effect.
7.7. Entire A reement. This Agreement and its
exhibits represent the entire understanding and
agreement between TSL and Client, and
supersedes all other negotiations, proposals,
understandings and representations (written or
oral) made by and between TSL and Client,
[SIGNATURE PAGE IMMEDIATELY FOLLOWS] Rev 0
IN WITNESS WHEREOF, the parties have executed this Agreement as of the last date set forth below.
TargetSolutions Learning, LLC
ClientName :South Bend Fire Department
Address: 1222 S. Michigan St. South Bend, IN. 46601
ear.'.
Byo " R M t1 PIMki
By:
Printed Name: q '19Printed Name:
"^ 1N
Title: mm Title:
Date: Date:
Rev P
Schedule A
(Attached)
Rev P
Linda Martin
From: M. Catherine Fanello <cfanello@kdlegal.com>
Sent: Wednesday, April 03, 2019 2:39 PM
To: Linda Martin
Subject: RE: BPW Agenda Item -Target Solutions
Linda,
The only comments I have is that the Fire Department should be aware that (i) this contract renews
automatically each year unless a 60-day cancellation notice is given prior to termination date and (ii) there is an
automatic 3% increase in fees each year the contract is in force. Otherwise, no issues.
Catherine
M. Catherine Fanello
Senior Attorney
Krieg DeVault LLP
4101 Edison Lakes Parkway Suite 100
Mishawaka, IN 46545
Phone: 317-238-6359
Mobile: 574-229-2327
Fax: 574-277-1201
One Indiana Square Suite 2800
Indianapolis, IN 46204-2079
Phone: 317-238-6359
Mobile: 574-229-2327
Fax: 317-636-1507
���tri(I„P���Nf!B�I.ca�rrw I r,�ww �r_Ne1t�"�+��?p4.,c�scroi.
KRIEG I DEVAULT
Intl,Ina I Ilhnol" � I'rniiid""
CONFIDENTIALITY STATEMENT
This e-mail message is for the sole use of the recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is
prohibited. If you are not the intended recipient(s), please contact the sender by reply e-mail and destroy all copies of the original message.
-----Original Message -----
From: Linda Martin [mailto:lmartin@southbendin.gov]
Sent: Tuesday, April 02, 2019 8:03 AM
To: M. Catherine Fanello
Subject: FW: BPW Agenda Item -Target Solutions
Another one.
Linda Martin
Executive Assistant and Director of Special Projects,
Clerk of the Boards
Linda Martin
From:
M. Catherine Fanello <cfanello@kdlegal.com>
Sent:
Wednesday, April 03, 2019 2:45 PM
To:
Linda Martin
Subject:
RE: Updated Pricing and Estimation
The document references acceptance of agreements provided by only accessing website (see below). We should
not sign off on accepting agreement terms only available by accessing a website. They need to provide
hardcopy of all agreements. Otherwise, my advice to Board is not to sign.
CLIENT ACCEPTANCE
By signing below, Client agrees that Client has read and agrees to the General Terms found at:
9attp�//r tr,�,�c;�l:��fr,��caic���N•.�c�t°�a,J"0.`��a�c�ti������a �t.r�;t/���c�l,��/ a'�Mi'lettca�?i.aell��l, 8�� a�b�a���/(;��d�eraa.l°."1'e�°r�a.-
052,3201TpOf and the business associate agreement located at
arl r° �y ,c �„ c., axe f t� i e� col s g era f gied,ia C;Mi'% ,ti tQ./Legal l rsa. , r .c � / i 4 ,.1 " 1 0i _.-Of.The
person signing below further represents that he/she is duly authorized to execute the Agreement on Client's
behalf.
Catherine
M. Catherine Fanello
Senior Attorney
Krieg DeVault LLP
4101 Edison Lakes Parkway Suite 100 1L One Indiana Square Suite 2800
Mishawaka, IN 46545
Indianapolis, IN 46204-2079
Phone:317-238-6359
Phone:317-238-6359
Mobile: 574-229-2327
Mobile: 574-229-2327
Fax:574-277-1201
Fax:317-636-1507
cl �rtYgaY¢c61a �rl ccrfara�l � www ka'q�,dwry��aaalt„„cc�a,d"b
CalI KRIEG I DEVAULT
ndiorw I Illino!'� I I Jorid"
CONFIDENTIALITY STATEMENT
This e-mail message is for the sole use of the recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is
prohibited. If you are not the intended recipient(s), please contact the sender by reply e-mail and destroy all copies of the original message.
From: Linda Martin [ma ilto:lmartin@south bend in.gov]
Sent: Tuesday, April 02, 2019 8:22 AM
To: M. Catherine Fanello
Subject: FW: Updated Pricing and Estimation
c,�ZnA7 C>Wawn
Executive Assistant and
Director of Special Projects,
Clerk of the Boards
P'', (574) 235-9253
nail be
City ov City of South Bend
227 W. Jefferson Blvd., Ste. 1316
South Bend, IN 46601
EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION E
From: Todd Skwarcan[mailto:tskwarca@southbendin.gov]
Sent: Monday, April 01, 2019 4:46 PM
To: Elliot A. Anderson; Julie Thompson; Linda Martin; Clara McDaniels
Subject: FW: Updated Pricing and Estimation
All, We've been able to put estimates to our proposed move to an online clearing house for claims processing. This has
been figured as a worst case scenario and a not to exceed. I will furnish a hard copy, but we will be "checking all the
boxes" on the attached agreement when asking the Boards Consideration.
Thanks,
Todd
EXCELLENCE
Todd Skwarcan
City of South Pend
Asst Fire Chief
Fire Department
574-235-9257
574-235-9255.'.oi,
574-532-6546I ioP�i(e
TSK'v:'w.RCw;�South6enditl,Gov
1222 S, Michigan St.
46601 South Pend IN
ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT
From: r ,!ic r Riri erer�,co tiiz rit t'om <An q? is 9 Rinidercm' rt rJ„iz��rtt,com
Sent: Monday, April 1, 2019 4:15 PM
To: Todd Skwarcan <'tskw rca �°�g� , arn,ggy>
Subject: Updated Pricing and Estimation
Todd,
I have attached updated pricing and the spreadsheet with estimates,
*1 added Claims Status Inquiry to the Electronic Claims and Remittance
*1 bumped up the claim volume minimum to 2,500 but was able to lower the per claim thereafter
3
*Paper claims and secondary claims will only be charged if and when we send them
*Patient Statement could fluctuate based on volume each month — some months may be higher or lower — I was not
sure if you were printing them in house or not but these is also a savings when it comes to supplies, time/labor, etc.
Let me know what your thoughts are and I will let you know when I hear back from legal as well.
Thank you!
Ask me about our redentigrl r erwr��
7�1 National Account Executive, Sales
Office: (00) 969..-366 Z Ext. 14,53
IMobilc°. (61 )411.0...366
I: axe (31.4)802-6822
IIIr®vlde rSolutions'
G �iZ r rrr(,vi .f;;t oo ,,I
yONFOENVIAl..11i'N NOTICE This electronic irn ssrsge transiryin;s" � y � If � Lh entity to wr�tr'6rh of is addressed �airv� irnay co nta'irr'iiroforrraat�ioin
lon I „ Orrt,ernded oro9 for then aeirson or
that us privileged, confidential or otherwise protected frolrr) disclosure, ilnclud'urng I erso na-0 health or other infornnaat'ion w»wlh'ichl may be protected by federal or st,ate^. lawny.
If you Inane receNed tWs transmission, Itaaat are not the uirntair ded recipient, one are hereby notified that any disclosure, co a n
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4
BOARD OF PUBLIC WORKS
AGENDA ITEM REVIEW REQUEST FORM
...... 9 Department
Date 4/1./1Fire...... ... ... .. �
BPW Date 4/9/19 Phone 9255
Name Todd Skwarcan, A/C Services
mmmmnmmnmmmmmm Mlmmm m ua�umea w� rur�wn wwwhmuuuuummimimmmmmmmmmmmmmmmmmmmmmnun, ems..... imimmmmmw WN
o Legal Attorney Name Elliot Anderson, Clara McDaniel
a Fu -0 Controller review is required for all Contracts $5,000.00 or more
.5 o` += c6 Controller and greater than one year in length per the City Purchasing
a m° Policy
U) Purchasing
Check thewA
Agreement
Claim
Bid Onin...... .....
Chi Order No.
_El Quote P g— .................
Ease./Encroac
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(� Other:
ropriate Item Type -
6 Contract ..
Bid Award
Quote Awardmmmmm
C/O &.. PCA No.
Traffic Control
iced for All Submissions
D Proposal F Add endum
uired Information
Dispersal After Approval
Copy Original
to Advertise 1' G I Title Sheet
PCA
Resolution