HomeMy WebLinkAbout2016 Prolaw UpgradeENTERPRISE
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THOM eN REUTERS E, •
PROLAW
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MATTERSPHERE
BUSINESS
DEVELOPMENT
City of Auburn
Fees Schedule 3-PLE
October 7, 2016
Company Confidential
SUBMISSION INSTRUCTIONS
Please sign and date where indicated in the agreement
Please include the project and billing information where indicated in the agreement
Please return all pages of the agreement to Elite
Fax the entire signed agreement to:
Thomson Reuters Elite
Attn: CPQ
001) 323-417-3030
Thomson Reuters Elite offers an end-to-end enterprise business management solution that allowslawfirmsandprofessionalservicesorganizationstorunalloperationalaspectsoftheirfirms
including business development, risk management, client and matter management, and financialEBMSmanagement. For over 60 years, we've demonstrated we understand the business and financialCOaspectsoffirmoperationswithproventoolsunderthe3E,Enterprise,ProLaw,eBillingHub,BusinessDevelopmentPremier,andMatterSphere brands that streamline processes to increase visibilityand
workflow efficiency across the organization and provide the flexibility to change and grow yourbusiness.For more information, visit www.elite.corn.
Thomson Reuters ELITE
a
Addendum No.3-PLE
to the
Customer Agreement dated 21 March 2005("Agreement")
by and between
West Publishing Corporation,doing business as Thomson Reuters Elite("Elite")
and
City of Auburn
Customer")
Effective Date of Addendum:
Effect of Addendum:
This Addendum is made a part of the Agreement for the purpose of adding Software and/or Services as listed on
attached Fees Schedule, and providing Maintenance Services for any such additional Software (if listed on attached
Fees Schedule)pursuant to the maintenance terms of the Elite Maintenance Addendum.
For the purposes of this Addendum, (i) the terms "License Fees" and "Service Fees," as used in the Agreement's
provisions regarding refunds, remedies and limitations and exclusions of liability, shall mean the license fees andservicefeessetforthintheattachedFeesSchedule;(ii) references to"Software"shall mean the software listed in the
attached Fees Schedule; (iii)the term "Live Operation" shall be deemed to refer to the Live Operation, as otherwise
defined in the Agreement, of the software listed in the attached Fees Schedule; and (iv)the"Warranty Period" shall
mean the 90-day period beginning upon the Live Operation of the software set forth in the attached Fees Schedule.
Capitalized terms not otherwise defined shall have the meanings set forth in the Agreement. All terms and conditions of
the Agreement shall remain in effect unless specifically modified by this Addendum.
IN WITNESS WHEREOF,the parties have executed this Addendum by their duly authorized representatives.
Elite
Sales Agent(s):Kevin Arredondo
Signature:
Name(Print): Michael Goddard
Title:VP Finance
Date Signed:
City of Auburn
Signature:O
Name(Print): `
0Title: t ^-GL tti
Date Signed:v/U/i
Page 2
Thomson Reuters ELITE
Project contact and telephone number(required for Elite's countersignature):
Name: Chrissy Ma lave
Telephone Number: 253-288-3162
E-mail Address: cmalave@auburnwa.gov
Elite is committed to continually reducing our impact on the global environment through responsible policies as a
company and also as individuals, employees andglobal citizens. To continue doing our part for the environment,Elite invoices willbe sent via email.
Customer's billing information:
Name:
Telephone Number:
E-mail Address:
Thomson Reuters
Page 3
City of Auburn
Fees Schedule 3-PLE
October 7, 2016
Fees Schedule Date") Pricing valid for 90 days from Fees Schedule Date
Licensed Software
Annual
Qty Rate Total Maint.
li Upgrade to ProLaw.NET
Application Software
14 Seat License
ProLaw Enterprise 2016.2 Front Office''Z 14 700 9,800 N/A
Case Management Contact Management
DMS Integration Docketing
Document Assembly Document Management
Marketing Records Management
Task Management Relationship Management
Time Entry Drag&Drop Customization
Conflicts Groupware Integration
ProLaw Reporting
powered by Microsoft SQL Reporting Services)
Licensed Software SubTotal 9,800 N/A
Less vii Upgrade/Replacement Incentive (9,800)
Licensed Software Total N/C N/A
4
Page 4
Thomson Reuters
City of Auburn
Fees Schedule 3-PLE
October 7, 2016
Fees Schedule Date") Pricing valid for 90 days from Fees Schedule Date
Hourly Services - Estimated
Hours Rate Total
Additional Services-Remote
GWAE Installation/Migration 7 210.00 1,470
Hourly Services Total 1,470
Total T&M Hours: 7.0
Fixed Fee Services
Total
ProLaw.NET Upgrade-Remote-Fixed Fee3'4
ProLaw Enterprise v11 to.NET Base Upgrade Package 8,448
Includes:
Staging Upgrade
Live Upgrade
Database Performance Improvement Package
Clear Query Caches and Rebuild
ProLaw Online Education Training
Identify Current System Customizations
Saved Query Review
Custom Tab Review
General Database Cleanup
Orphaned Record Cleanup
Fixed Fee Services Total 8,448
System Total 9,918 USD
Licensed Software N/C
Hourly Services 1,470
Fixed Fee Services 8,448
Thomson Reuters
Page 5
Endnotes
Pricing listed herein is exclusive of taxes and duties which will be determined at time of sale.
All Software (including Elite Software, Subscription Software, and Third Party Software) and future Updates are provided
electronically to Customer.
Elite will not provide any software except as expressly listed herein.Any software required to comply with the PSR that is not listed
herein,is the responsibility of Customer.
Microsoft is a third party beneficiary of this Agreement to the extent it applies to the license of Microsoft software. Microsoft
disclaims all warranties and liabilities (whether direct, indirect, incidental or consequential), to the maximum extent allowed by
governing law,arising from the use or installation of a Microsoft product provided hereunder.
Microsoft SQL Server database software is required.
SOFTWARE
Elite will install and support the Software in configured hardware/software environments, including but not limited to those
maintained by Managed Hosting Service Providers ( MHSP"), pursuant to specifications mutually agreed upon by Elite and the
Customer. Elite will support functionality within the Software. MHSP responsibilities shall include,but not limited to,its own and
any related MHSP hardware and software environment(s), configuration and troubleshooting of MHSP hardware, MHSPperformance, MHSP availability and connectivity issues, and any Software issues arising from MHSP and/or applicable MHSP
entities.
This Fees Schedule does not include Elite Mobile software or installation.Should Customer require Elite Mobile implementation in
the future,it is available under an addendum to the Agreement for an additional fee.
SERVICES
Fees listed herein do not include 1)reimbursable expenses(which are payable according to the terms of the Agreement)or 2)
charges for travel time.Elite will only charge Customer for actual travel time incurred,not to exceed(8)hours per round trip.
Services outside of Elite's Business Hours are available for an additional fee.
The Fees listed herein are based upon similar sized Customers and the Software listed in the Fees Schedule. Additional Fees may
be required depending upon the final implementation of the Software and any other services not provided for under theAgreement. Services beyond Live Operation may require additional project management services as well as consulting/training
services. Additional Fees not listed herein will be mutually agreed in writing by the parties before provision of such services.
If a consultant is required on site for remote services (defined in the Fees Schedule), Customer will be charged for travel time,
which is billable by Elite.Elite will only charge Customer for actual travel time incurred,not to exceed(8)hours per round trip.
Training services proposed are for on-site at Customer's facility(if applicable),with a maximum of 8 people per class.This can
either be"Train-the-Trainer"or"End User"training.
SERVER GUIDELINES
Recommended Server/Client Configurations (including SQL Server) for the ProLaw system are available at:
http://www.elite.com/prolaw/system-requirements/.Customer is responsible for purchasing all hardware and third party softwarerequiredtoruntheSoftware.At Customer's request,Elite will discuss hardware specifications with Customer's third party hardware
vendor.
Thomson Reuters E I r
Page 6
Endnotes
EXPLICIT ENDNOTES
1 ProLaw application integration information is available through Elite at:http://www.elite.com/prolaw/application-integration/.
2 Customer's current Annual Maintenance Charges will not change(except for annual Increases)unless additional Software is purchased.Upon
execution of the ProLaw upgrade to.NET agreement,Elite will transfer Customer's current Annual Maintenance Charge to.NET.
3 For more detail information on these services, please contact Customer's ProLaw Sates Agent. Should Customer require additional services
outside of this scope,Customer will be billed at Elites current hourly service rate. Additional hours will be billed monthly as incurred.
4 Includes transaction level payment detail record creation for the current and prior year's data and training for Customer to create the remainder
of the historical records.If Customer is moving to a new server or needs Groupware Agent Exchange setup,additional services will be required
from Elite. ProLaw upgrade Fixed Fee services are valid only for the number of licenses listed herein. If Customer Increases number of licenses
prior to execution of this agreement,an additional fee may apply.
Thomson Reuters ELUTE Page 7
Payment Terms
Fixed Fee Services
50%will be invoiced upon the Effective Date.
50%invoiced upon completion of Services.
Hourly Services
Invoiced monthly as performed.
All invoices are due thirty(30) days from date of receipt of invoice.
ALL reimbursable costs will be invoiced monthly from Elite.
If Customer cancels a service date less than ten (10) days prior to its scheduled date, any non-refundable travel
expenses associated with such cancellation will be charged to Customer.
Service dates that are cancelled by Customer less than ten (10) business days prior to its scheduled date will be
invoiced to Customer at 50%of Elite's price.
Should Customer delay their Services one (1) year beyond original project plan, Elite reserves the right to adjust
Customer's Service Fees to Elite's then current service rate.
Thomson Reuters Page 8