HomeMy WebLinkAbout22- Addendum 1 - PSA with CivicPlus - Online Municipal Code Hosting and Additional Contracted ServicesV. PD 06.01.2015-0048
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CivicPlus
302 South 4th St. Suite 500
Manhattan, KS 66502 US
Quote #: Q-25480-1
Date: 5/13/2022 2:51 PM
Expires On: 12/31/2022
Client:
BOZEMAN, MONTANA
Bill To:
BOZEMAN, MONTANA
SALESPERSON Phone EMAIL DELIVERY METHOD PAYMENT METHOD
Sylvana Satterfield x tsatterfield@civicplus.com Net 30
QTY PRODUCT NAME DESCRIPTION PRODUCT
TYPE
TOTAL
1.00 Legal Review Legal Review One-time USD 12,700.00
1.00 Gender Neutralization Gender Neutralization (Removing and
Replacing Gender Based Code)
One-time USD 8,500.00
15.00 State Law Reference Linking
Hourly Rate
State Law Reference Linking One-time USD 1,125.00
1.00 Annual State Law Reference
Linking Review Subscription
Annual State Law Reference Linking
Review Subscription
Renewable USD 350.00
1.00 MuniPro Subscription MuniPro Subscription Renewable USD 295.00
Total Investment Initial Term USD 22,325.00
Annual Recurring Services USD 645.00
Total Days of Quote:365
1. This Statement of Work ("SOW") is between Bozeman, MT (“Client”) and CivicPlus, LLC (the “Service Provider”),
and shall be subject to the terms and conditions of the CivicPlus Master Services Agreement located at
https://www.civicplus.com/master-services-agreement (“MSA”), to which this SOW is hereby attached. By signing
this SOW, Client expressly agrees to the terms and conditions of the MSA throughout the Term of this SOW.
2. This SOW shall remain in effect for an initial term equal to 365 days from the date of signing (“Initial Term”). In the
event that neither party gives 60 days’ notice to terminate prior to the end of the Initial Term or any subsequent
Renewal Term, this SOW will automatically renew for an additional 1-year renewal term (“Renewal Term”). The
Initial Term and all Renewal Terms are collectively referred to as the “Term”.
3. The Legal Review will be invoiced as follows:
a. Upon Signing: 50%
DocuSign Envelope ID: D9396193-FF08-4080-BF16-FDD0A35EF0CE
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b. Upon completion of the Legal Review or eight (8) months from signing: 50%
4. Annual Recurring Services and State Law Reference Linking will begin being invoiced on signing. Annual Recurring
Services will be charged an annual 5% uplift starting in the first Renewal Term.
5. The Gender Neutralization of the Code of Ordinances will be invoiced as follows:
a. Upon signing: $5,100.00
b. Upon receipt of official adopted legislation: $3,400.00
6. Client agrees to provide all necessary and correct documentation, materials and communication in a timely
manner as agreed upon by the Parties following execution of this SOW and acknowledges Service Provider shall
not begin work under this SOW until all necessary documentation, materials and communication is received.
7. Additional services, including but not limited to additional labor required because of delays, errors or omissions
on the part of Client, may be purchased upon mutual written agreement between the Parties.
8. Client acknowledges that Service Provider may provide legal analysis through codification, recodification or legal
review services. Unless indicated otherwise, information sent via Internet email or through our websites cannot
be guaranteed to be confidential. Client further acknowledges that any legal analysis provided by Service
Provider is provided to Client’s legal counsel for their use and direction. However, Client agrees the services
provided for herein do not review Legal Codes for legal sufficiency, draw legal conclusions, provide legal advice,
opinions or recommendations about Client’s legal rights, remedies, defenses, options, selection of forms, or
strategies, or apply the law to the facts of any particular situation or establish an attorney-client relationship.
Service Provider is not a law firm and may not perform services performed by an attorney, and the services
contemplated herein do not constitute a substitute for the advice or services of an attorney.
9. The Parties agree that Section 15 of the MSA shall not apply to public interpretation of Legal Code or work product.
Service Provider shall not be responsible for the legal sufficiency or copyright infringement of any material initially
or subsequently published.
10. The Services herein include legal review of Client’s Code of Ordinances as published by CivicPlus, to ensure
conformity with state statutes and to identify any areas of possible legal concern. The review will also determine
if there are any inconsistencies or conflicts within the legislation itself. Service Provider will notate any state law
references within the Code that need to be updated in the memorandum. Legislation not currently included in
the code can be reviewed for an additional fee. Within 30 days of Client’s receipt of the Legal Memorandum,
Client may purchase additional conference hours, via telephone or webinar, to review the Legal Memorandum
and Service provider's recommendations, to be billed at $150/hour. Excludes implementation of any
recommendations.
DocuSign Envelope ID: D9396193-FF08-4080-BF16-FDD0A35EF0CE
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Acceptance
By signing below, the parties are agreeing to be bound by the covenants and obligations specified in this SOW and the
MSA terms and conditions found at: https://www.civicplus.com/master-services-agreement.
IN WITNESS WHEREOF, the parties have caused this SOW to be executed by their duly authorized representatives as of
the dates below.
Client CivicPlus
By: By:
Name: Name:
Title: Title:
Date: Date:
DocuSign Envelope ID: D9396193-FF08-4080-BF16-FDD0A35EF0CE
Amy Vikander
11/9/2022
Sr. VP of Customer Success
11/9/2022
City Manager
Jeff Mihelich
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Contact Information
*all documents must be returned: Master Service Agreement, Statement of Work, and Contact Information Sheet.
Organization URL
Street Address
Address 2
City State Postal Code
CivicPlus provides telephone support for all trained clients from 7am –7pm Central Time, Monday-Friday (excluding holidays).
Emergency Support is provided on a 24/7/365 basis for representatives named by the Client. Client is responsible for
ensuring CivicPlus has current updates.
Emergency Contact & Mobile Phone
Emergency Contact & Mobile Phone
Emergency Contact & Mobile Phone
Billing Contact E-Mail
Phone Ext. Fax
Billing Address
Address 2
City State Postal Code
Tax ID # Sales Tax Exempt #
Billing Terms Account Rep
Info Required on Invoice (PO or Job #)
Are you utilizing any external funding for your project (ex. FEMA, CARES): Y [ ] or N [ ]
Please list all external sources:
Contract Contact Email
Phone Ext. Fax
Project Contact Email
Phone Ext. Fax
DocuSign Envelope ID: D9396193-FF08-4080-BF16-FDD0A35EF0CE
406.582.2321
PO Box 1230
mmaas@bozeman.net
406-451-6817
59715
406.582.2320
Bozeman
121 N Rouse Ave
406.582.2321
Sylvana Satterfield
City of Bozeman
Mike Maas
Code Review
81-6001238
Net 30
mmaas@bozeman.net
MT
Mike Maas
X
59771
Scott McMahan
MTBozeman
A100867
406-599-0804
Mike Maas
www.Bozeman.net
Taylor Chambers
CivicPlus
302 South 4th St. Suite 500
Manhattan, KS 66502
US
Quote #:Q-25371-1
Date:5/11/2022 11:48 AM
Expires On:12/31/2022
Client:
Bozeman Montana [City] - Code and Supp
Bill To:
Bozeman Montana [City] - Code and Supp
SALESPERSON Phone EMAIL DELIVERY METHOD PAYMENT METHOD
Sylvana Satterfield x tsatterfield@civicplus.com Net 30
QTY DESCRIPTION PRODUCT
TYPE
TOTAL
1.00 Full-Service Plus Supplementation Subscription Renewable USD 9,439.00
1.00 Year 1 Annual Fee Discount Renewable USD -1,887.92
1.00 OrdBank Upgrade Subscription Renewable USD 455.00
1.00 Year 1 Annual Fee Discount Renewable USD -91.00
1.00 Online Supplementation will begin with the ordinances received on a
monthly basis.
Renewable USD 0.00
1.00 Print Supplementation will begin with the ordinances received from the
municipality on an annual basis.
Renewable USD 0.00
1.00 Printed Copies and Freight Included - 1 Renewable USD 0.00
Annual Recurring Supplement Services 9,894.00
1. This Statement of Work ("SOW") is between the Bozeman Montana (“Client”) and Municode, LLC, a wholly owned
subsidiary of CivicPlus, LLC (collectively, the “Service Provider”), and shall be subject to the terms and conditions of
the CivicPlus Master Services Agreement located at https://www.civicplus.com/master-services-agreement (“MSA”). By
signing this SOW, Client expressly agrees to the terms and conditions of the MSA throughout the Term of this SOW.
2. At any time during the Term of this Agreement, Municode may assign its rights and obligations under this Agreement
to CivicPlus, upon giving written notice to the Client. In the event of such assignment by Municode, CivicPlus shall be the
sole performing party under this Agreement to the same extent as Municode prior to making such assignment.
3. This SOW shall remain in effect for an initial term (“Initial Term”) starting at signing and running through the following
Renewal Date (as defined below). In the event that neither party gives 60 days’ notice to terminate prior to the end of the
Initial Term, or any subsequent Renewal Term, this SOW will automatically renew for additional 1-year renewal terms
(“Renewal Term”). The Initial Term and all Renewal Terms are collectively referred to as the “Term”.
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DocuSign Envelope ID: D9396193-FF08-4080-BF16-FDD0A35EF0CE
4. If Client elects, by selecting the “Start at Signing” option below, the Initial Term’s Annual Recurring Supplement
Services will be invoiced upon the signing of this SOW and may be prorated to align with Client’s Renewal Date. If Client
elects, by selecting the “Start at Renewal Date” option below, the Initial Term’s Annual Recurring Supplement Services
will be invoiced upon the Renewal Date and Client shall continue to be billed at their current per page rate and use terms
set for the in the original supplements agreement between Client and Municode. The full Annual Recurring Supplement
Services shall be invoiced each Renewal Date and shall be subject to a 5% annual increase each Renewal Term, starting
on the second anniversary of the Renewal Date. Client will pay all invoices within 30 days of the date of such invoice.
Additional services added throughout the Term will be pro-rated then added to the Annual Recurring Services fee.
5. If Client signs this SOW in 2022, Client will receive a 20% discount on the first twelve months of service.
6. Annual Recurring Supplement Services does NOT include:
• Additional copies, reprints, binders and tab orders;
• Documents that contain tables, graphics, unique formatting requirements, or any other form-based code requirements;
• Legal work, creation of fee schedules, gender neutral review/implementation, external linking;
• Codifying complete replacement of complex subject matter such as, but not limited to, Zoning (or equivalent). This
work is subject to a one-time editorial conversion fee and an increase in the annual supplement rate and online hosting
fee(s). Quote provided upon receipt of material;
• Codifying a newly adopted full Chapter/Title/Appendix. This may be subject to a one-time additional editorial fee and
an increase in the annual supplement rate and online hosting fee(s). Material to be reviewed upon receipt;
• Codifying a newly adopted term change legislation. This may be subject to a one-time additional editorial fee. Material
to be reviewed upon receipt;
• The addition of Manuals, Policies, Procedures, Comprehensive Plans, Land Use, Unified Codes, Zoning (or
equivalent). Quotation upon request; and
• Online Code hosting and online features.
7. Client acknowledges that Service Provider may continually develop, alter, deliver, and provide to the Client ongoing
innovation to the services, in the form of new features, functionality, and efficiencies. Accordingly, Service Provider
reserves the right to modify the services from time to time. Any modifications or improvements to the services listed on
the SOW will be provided to the Client at no additional charge. In the event that Service Provider creates new products
or enhancements to the Services (“New Services”), and Client desires these New Services, then Client will have to pay
Service Provider the appropriate fee for the access to and use of the New Services.
8. Client agrees to provide all necessary and correct documentation, materials and communication in a timely manner
as agreed upon by the Parties following execution of this SOW and acknowledges Service Provider shall not begin work
under this SOW until all necessary documentation, materials and communication is received.
9. Client acknowledges Service Provider does not permanently retain prior versions of the Client’s legal code or any
other work product.
10. Additional services, including but not limited to additional labor required because of delays, errors or omissions on
the part of Client, may be purchased upon mutual written agreement between the Parties.
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DocuSign Envelope ID: D9396193-FF08-4080-BF16-FDD0A35EF0CE
11. Client acknowledges that Service Provider may provide legal analysis through codification, recodification or legal
review services. Unless indicated otherwise, information sent via Internet email or through our websites cannot be
guaranteed to be confidential. Client further acknowledges that any legal analysis provided by Service Provider is
provided to Client’s legal counsel for their use and direction. However, Client agrees the services provided for herein do
not review legal codes for legal sufficiency, draw legal conclusions, provide legal advice, opinions or recommendations
about Client’s legal rights, remedies, defenses, options, selection of forms, or strategies, or apply the law to the facts of
any particular situation or establish an attorney-client relationship. Service Provider is not a law firm and may not perform
services performed by an attorney, and the services contemplated herein do not constitute a substitute for the advice or
services of an attorney.
12. The Parties agree that Section 15 of the MSA shall not apply to public interpretation of legal code or work product.
Service Provider shall not be responsible for the legal sufficiency or copyright infringement of any material initially or
subsequently published.
13. In the event Client wishes to increase its Supplement Updates frequency, Client agrees to pay an annual increase
in an amount to be agreed upon between the parties, such amount to be prorated from the time of purchase to align with
Client’s Renewal Date. Client shall provide CivicPlus with written notice, email is sufficient, of its intent to acquire such
services. Rush Supplement requests will be assessed an additional one-time fee.
14. The Annual Recurring Supplement Services fee quoted in this SOW is exclusive of Client’s existing annual fees,
which may include, without limitation, Online Hosting Annual Fees, OrdBank, OrdLink, MuniDocs, SLR Linking, or
other annual fee (“Existing Annual Fees”). Client understands and agrees the Existing Annual Fees will be invoiced by
CivicPlus in their current renewal month previously established with Municode unless specifically added to this SOW in a
line item above.
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DocuSign Envelope ID: D9396193-FF08-4080-BF16-FDD0A35EF0CE
CLIENT TO FILL OUT THE FOLLOWING SECTION. PLEASE DO NOT LEAVE BLANK:
Client's selected billing renewal month (the “Renewal Date”) shall be:
____________________________________________ . (As set forth in Section 4 of this SOW)
Client must select ONE of the following options. If this section is left blank or both options are selected, the Annual
Recurring Supplement Services will Start at Signing.
Start at Signing – As set forth in Section 4 of this SOW, by selecting this option, Client agrees to start the
Annual Recurring Supplement Services upon signing this SOW, such fee to be prorated to align with Clients’
selected Renewal Date. For the sake of clarity, upon signing Client will only be billed the “per page rate”
model for items not included in the Annual Recurring Supplement rate as set forth in Section 6 of this SOW.
Start at Renewal Date - As set forth in Section 4 of this SOW, by selecting this option, Client agrees to continue
paying the “per page rate” model previously billed with Municode until the first Renewal Date, as notated by Client
above. Upon the first Renewal Date, Client will be invoiced the total Annual Recurring Supplement Services.
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DocuSign Envelope ID: D9396193-FF08-4080-BF16-FDD0A35EF0CE
November 1, 2022
X
Acceptance
By signing below, the parties are agreeing to be bound by the covenants and obligations specified in this SOW and the
MSA terms and conditions found at: https://www.civicplus.com/master-services-agreement.
IN WITNESS WHEREOF, the parties have caused this SOW to be executed by their duly authorized representatives as of
the dates below.
Client
CivicPlus
By:
___________________________________
By:
___________________________________
Name:
___________________________________
Name:
___________________________________
Title:
___________________________________
Title:
___________________________________
Date:
___________________________________
Date:
___________________________________
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DocuSign Envelope ID: D9396193-FF08-4080-BF16-FDD0A35EF0CE
Sr. VP of Customer Success
11/9/2022
Amy Vikander
11/9/2022
City Manager
Jeff Mihelich
Contact Information
*all documents must be returned: Master Service Agreement, Statement of Work, and Contact Information Sheet.
Organization URL
________________________________________________________________________________________________________________________
Street Address
________________________________________________________________________________________________________________________
Address 2
________________________________________________________________________________________________________________________
City State Postal Code
________________________________________________________________________________________________________________________
CivicPlus provides telephone support for all trained clients from 7am –7pm Central Time, Monday-Friday (excluding holidays).
Emergency Support is provided on a 24/7/365 basis for representatives named by the Client. Client is responsible for
ensuring CivicPlus has current updates.
________________________________________________________________________________________________________________________
Emergency Contact & Mobile Phone
________________________________________________________________________________________________________________________
Emergency Contact & Mobile Phone
________________________________________________________________________________________________________________________
Emergency Contact & Mobile Phone
________________________________________________________________________________________________________________________
Billing Contact E-Mail
________________________________________________________________________________________________________________________
Phone Ext. Fax
________________________________________________________________________________________________________________________
Billing Address
________________________________________________________________________________________________________________________
Address 2
________________________________________________________________________________________________________________________
City State Postal Code
________________________________________________________________________________________________________________________
Tax ID # Sales Tax Exempt #
________________________________________________________________________________________________________________________
Billing Terms Account Rep
________________________________________________________________________________________________________________________
Info Required on Invoice (PO or Job #)
________________________________________________________________________________________________________________________
Are you utilizing any external funding for your project (ex. FEMA, CARES): Y [ ] or N [ ]
Please list all external sources: _______________________________________________________________________________________________
Contract Contact Email
________________________________________________________________________________________________________________________
Phone Ext. Fax
________________________________________________________________________________________________________________________
Project Contact Email
________________________________________________________________________________________________________________________
Phone Ext. Fax
________________________________________________________________________________________________________________________
V. PD 06.01.2015-0048
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DocuSign Envelope ID: D9396193-FF08-4080-BF16-FDD0A35EF0CE
X
81-6001238
MT
Mike Maas
406.582.2321
A100867
Bozeman
mmaas@bozeman.net
59771
59715
Taylor Chambers
mmaas@bozeman.net
Net 30
406-451-6817
City of Bozeman
Mike Maas
Sylvana Satterfield
MT
Codification
PO BOX 1230
406.582.2320
Bozeman
www.bozeman.net
406.582.2321
121 N Rouse Ave.
Mike Maas 406-599-0804
Scott McMahan