HomeMy WebLinkAbout525448 ASCENDANT STRATEGY MANAGEMENT - CONTRACT - RFP - 7542 PERFORMANCE MEASUREMENT SOFTWARECITY OF FORT COLLINS
SOFTWARE LICENSE AGREEMENT
This Software License Agreement ("Agreement") is entered in to between THE CITY OF FORT
COLLINS, COLORADO, a municipal corporation ("City") and ASCENDANT STRATEGY
MANAGEMENT GROUP, hereinafter ("Company"), and shall be effective on the date signed by the
City.
1. Definitions
a. Software. The term "Software" shall mean the computer program in object code and
source code and the user manuals described in the specifications set forth in Exhibit "A,"
Statement of Work. The term "Software" includes any corrections, bug fixes,
enhancements, updates or other modifications, including custom modifications, to such
computer program and user manuals.
b. Certificate of Acceptance. The term "Certificate of Acceptance" shall mean a written
notice, signed by Company and acknowledged by the City, that the Software
substantially complies with the specifications set forth in Exhibit "A," that the software has
been fully configured and that the master records ("rules") for the operation of the
program have been established and that the training of City employees is complete.
2. License
a. Grant of License. Company grants City, pursuant to the terms and conditions of this
Agreement, a perpetual, nonexclusive, nontransferable license to use the Software.
b. Authorized Equipment and Site. City shall use the Software on the computers used for
City business.
c. Restrictions on Use. City agrees to use the Software only for City's business, including
any collaborative services with other governmental entities, provided appropriate
licensing fees have been paid to the Company.
d. Copies. City may make archival copies of the City's information contained on the
computer program, provided that the copies shall include Company's copyright and any
other proprietary notices.
e. Modification, Reverse Engineering. City agrees that only Company shall have the right
to alter, maintain, enhance or otherwise modify the Software. City shall not disassemble,
decompile or reverse engineer the Software's computer program.
f. User Manuals. Company shall provide electronic access to the user manuals, and the
manuals shall be updated with each new release of the Software.
g. Personnel. Company personnel working with the City shall be acceptable to the City.
3. Delivery, Data Conversion, Testing and Acceptance.
All activities related to the implementation of the Software shall proceed in accordance with
Exhibit "B", Implementation Schedule. Each activity listed in Exhibit B shall include both a start
date and completion date. In addition, the Implementation Schedule shall incorporate the
following speck activities.
a. Delivery. Company shall deliver the Software to the City location(s) specified by the
Information Services Director of the City within a mutually agreed time after the effective
date of this Agreement.
Step 3
3a) Publish Charts for Budget Software
— Online demonstration of how to publish charts to the web with callable, dynamic URLs
(Ascendant)
— Verify charts can be launched when embedded in PDF documents (Fort Collins)
Note: Additional contingency on purchase order
The PO will include an additional $5,000 to be used for consulting needs beyond what is
included in the Premium Level support (Fort Collins)
Such requests will be agreed upon by both parties and billed at time and materials based on
the Ascendant staff providing the support
Assumptions
► Fort Collins and Ascendant will agree to standardized formats in ClearPoint at the beginning of
the setup for:
• Detailed Layouts of Objectives and Measures
• Summary Screens
• Reporting frequency
Status indicators
Custom fields
► The structured data to be imported will follow the spreadsheet shared with Ascendant on the
week of 9/23/13. Two Excel files with two tabs each will be sent for import. Only the visible
and viewable formulas will be imported (no hidden data or worksheets). Any changes or
revisions to the spreadsheets after submission will require a change order.
► There are approximately 350 to 400 maximum measures for Ascendant to convert from the 2
Fort Collins' Excel files into ClearPoint. The first 150 to 250 measures will be the monthly and
quarterly data (that will be converted into the initial Scorecard deliverable) with the 2nd set of
data to include the remaining semi-annual, annual, and biennial measures. Note that only the
monthly and quarterly measures need to be included in the scorecards. So, it is fine if
Ascendant wishes to break the original Excel file conversion into separate actions.
► Changes to any of the above or timing may result in a change order (which will be discussed in
advanced and mutually agreed upon).
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EXHIBIT C
PRICING QUOTATION
Ascendant agrees to all of the pricing in Exhibit B, and this pricing quotation is for Fort Collins to
reference in the event of making changes to the project plan or increases in the number of licenses.
a. Billing Rates by Employee
For this proposal, Ascendant is offering fixed price billing, but for reference for future proposals,
Ascendant's rates are as follows:
• Partner = $2500/day (Dylan Miyake, Ted Jackson)
• Engagement Manager` $2000/day (Mark Cutler)
• Consultant = $1500/day (Jeremy Sutherland, Brandon Kline)
We also have standard prices for our configuration and data entry at $1500/day, regardless of who
does the work. Our training has a standard price of $1500/session, not to exceed $3,000 in one day.
b. Anticipated Costs per Task as outlined in Exhibit B
• Step 1 — $16,900 plus expenses
• Step 2 — $3,000 plus expenses plus $600/license
• Step 3 — $5,000 contingency
c. Optional, Additional Modules
Active Directory I LDAP Integration''
$5,000
Not Included
Database Integration (Excludes specific query
$5,000 per connection
Not Included
writing)
Additional support for publishing information
$1,500/day
Not included
to a public internet Publishing is included,
but some clients request additional custom
coding or help with Vrames or other HTML
support
ETLIAPI development for additional data
Time and Materials
Not Included
integration for project information or other
elements
d. All Direct Costs (i.e., travel, printing, postage, etc.)
• Ascendant estimates that much of this work can be completed remotely, but three trips to Fort
Collins will be made by Ascendant staff during this project. Each trip will have airfare from
Washington, DC, or Atlanta, GA, car, hotel, and meals using the Fort Collins travel policies.
• Ascendant shall bill these expenses at cost and for the purposes of estimating has determined
that it will costs about $1500/trip, or $4,500.
• For training and other onsite events, Ascendant requests that Fort Collins completes any
printing required.
e, Provide a Breakdown of Cost for the Licenses
• • • -
Browser Users (View Only)
Free and Unlimited
Free and Unlimited
Up to 50 licensed users
-
$600 per user
Per user for 51.100 licenses
$30,000
plus $400 per user over 50
users
Per user for 101-260
$50,000
plus $250 per user over 100
licenses
users
Per user for 251-500
$87,500
plus $100 per user over 250
licenses
users
Unlimited user license
$150,000
-
f. Provide for Additional Users Should the City Decide to Add Users
Should Fort Collins decide to add any users during this contract, the pricing in the table in Section "e"
will apply, and the rate will be pro -rated so that Fort Collins as an account has one renewal date.
Summary of Rates and Fees (License fees are estimated and will be adjusted based on the needs
of the City). Premium support will be billed annually. Should the City decide one contact is sufficient,
the cost for annual support would be $3,500.
Free and Unlimited Free and Unlimited
ClearPoint SaaS 7licensed
Software User $24,000 $24,000
Licenses 17
0 additional licenses -
(expected in year 2)
Scorecard
3 days remotely or on-
$4,500
configuration and
site
data entry
Training
4 training classes (2
$6,000
-
days)
Premium Support
2 designated contacts
$7,000
$7,000
Publishing Module
Allows approved data
Included
Included
to be published to a
publicly available site
Travel Expenses
Billed at cost
Billed at cost
Billed at cost
Total
-
$45,250
$31,000
12
EXHIBIT D
SOFTWARE SUBSCRIPTION AGREEMENT
This Software Subscription Agreement ("Agreement") is entered into between the CITY OF FORT
COLLINS, COLORADO, a municipal corporation , hereinafter "City" and ASCENDANT STRATEGY
MANAGEMENT GROUP, hereinafter "Company", and shall be effective on the date signed by the
City.
1. Scope of Agreement.
a. General. Company agrees to provide City standard on -site support, and training services
for the computer programs and user manuals listed below (collectively "Software") and
regular upgrades including enhancements and user manuals.
b. Software. This agreement covers the software described in Exhibit "A" of the Software
License Agreement between the City of Fort Collins, CO and Company.
C. Company shall provide updates to the software as required in order that the software
reflect current federal and state laws or requirements of the federal or state government
or federal or state regulatory agencies:
d. User Manuals. When this agreement refers to "User Manuals," it shall include any user
manuals which are designed for the software and any user manuals listed in Exhibit "A"
and all manuals provided to users for the software listed above. The user manuals shall
be updated with each new release of the software.
2. Term
This Agreement shall be effective for one year from the effective date, and shall renew
annually upon agreement of both parties unless sooner terminated as provided herein. Such
renewals shall be subject to sufficient funds being appropriated annually by the Fort Collins
City Council, which appropriations are in the Council's sole discretion.
3. Standard Subscription Services
Scope of Services. During the term of this Agreement, Company will provide City the
following Standard Subscription Services for the Software:
a. Corrections of substantial defects in the Software so that the Software will operate as
described in the user manuals listed above, as modified by the City's Specifications, set
forth in Exhibit "A" of the Software License Agreement.
b. Periodic updates of the Software that may incorporate (A) corrections of any substantial
defects; (B) fixes of any bugs; (C) enhancements to the Software; and (D) upgrades to
user manuals as sets out above.
C. Telephone support, including dial -up support, between the hours of 7:00 a.m. to 7:00
p.m. Central Time, Monday through Friday, excluding. City of Fort Collins holidays, to
assist City in using the Software.
d. In the event of emergencies, or systems failures caused by Company's software
upgrades which occur outside of the designated support hours established by Section
3(c), telephone support, including dial -up support, twenty-four (24) hours per day, seven
(7) days per week for the term of the Agreement.
e. Maintenance at Company's office of a test version, including a test database, for the
most recent version of City's Software.
13.
4. On -Site Support
Company, upon receipt of a written request from City, will provide City On -Site Support at a
mutually agreed time. City agrees to pay Company's costs associated with the provision of
on -site support, including charges for (i) Company's personnel; (ii) charges -for travel, lodging
and miscellaneous expenses (if personnel must travel more than 75 miles) in accordance with
City guidelines for travel expenses; and (iii) applicable taxes.
6. Training
Upon receipt of a written request from City, Company will provide Training at a mutually
agreed time at the offices of City, unless City agrees to receive the Training elsewhere. City
agrees to pay Company all costs associated with this Training in accordance with costs
reflected in Exhibit "C", Pricing Quotation, including (i) charges for Company's personnel,
which may include a surcharge for training conducted at City's location; (ii) charges for travel,
lodging and miscellaneous (if personnel must travel more than 75 miles) in accordance with
City guidelines for travel expenses; and (iii) applicable taxes.
6. Subscription Fee
a. Amount of Fee. City agrees to pay Company an annual Subscription Fee, the amount
set forth in Exhibit "C", Pricing Quotation for Standard Subscription Services provided by
Company pursuant to this Agreement. The amount charged for these services shall not
increase by more than three (3) percent from one year to the next, in the event of renewal.
7. Payment Terms
City agrees to pay Company by thirty (30) days after receipt by City of invoices for agreed
upon fees.
a. Obligations Of City
a. City Contact. City shall notify Company of City's designated City Contact. To the
maximum extent practicable, City's communications with Company will be through the
City Contact.
b. Facility and Personnel Access. City agrees to grant Company reasonable access to
City's facilities and personnel concerned with the operation of the Software to enable
Company to provide services.
C. No Modification of Software. City agrees not to modify, enhance or otherwise alter the
Software, unless and only to the extent such modification, enhancement or other
alteration is specifically authorized in the user manuals identified in this Agreement or
through the consent of Company.
d. Error Documentation. Upon detection of any error in the Software, City, as requested by
Company, agrees to provide Company a listing of output and any other data, including
databases and backup systems that Company reasonably may request in order to
reproduce operating conditions similar to those present when the error occurred.
9. Termination
City shall have the right to terminate this Agreement at any time upon giving thirty (30) days
notice to Company. Upon termination, City shall be entitled to a pro rata refund. Company
shall have the right to terminate this Agreement and all services provided pursuant to this
14
10.
11.
12
13.
14.
16.
Agreement (i) upon termination of City's Software License Agreement by either party for any
reason; and (ii) if City violates any provision of this Agreement and City fails to cure such
violation within fifteen (15) days after receipt of written notice from Company.
Indemnification
Company shall indemnify and hold harmless City, its officers, agents and employees against
and from any all actions, suits, claims, demands or liability of any character whatsoever arising
out of, resulting from, or occurring in connection with the performance of any services
hereunder.
Insurance
Company agrees to maintain workers' compensation and employer's liability insurance at the
statutory limits. Company will also maintain a commercial general liability policy in the amount
of $500,000.00 per occurrence; $1,000,000.00 aggregate' $1,000,000.00 products and
completed operations aggregate
Force Majeure
Neither party shall be in default or otherwise liable for any delay in or failure of its performance
under this Agreement if such delay or failure arises due to any act of God, any acts of the
common enemy, the elements, earthquakes, floods, fires, epidemics, riots, failures or delay in
transportation or communications; provided, however, that lack of funds shall not be deemed
to be a reason beyond a party's reasonable control. The parties will promptly inform and
consult with each other as to any of the above causes, which in their judgment may or could
be the cause of a delay in the performance of this Agreement.
Default
Each and every term and condition hereof shall be deemed to be a material element of this
Agreement. In the event either party should fail or refuse to perform according to the terms of
this agreement, such party may be declared in default thereof.
Remedies
In the event a party has been declared in default, such defaulting party shall be allowed a
period of ten (10) days within which to cure said default. In the event the default remains
uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek
damages; (b) treat the Agreement as continuing and require specific performance; or (c) avail
himself of any other remedy at law or equity. If the non -defaulting party commences legal or
equitable actions against the defaulting party, the defaulting party shall be liable to the non -
defaulting party for the non -defaulting party's reasonable attorney fees and costs incurred
because of the default.
Notices
All notices under this Agreement shall be effective when mailed, postage prepaid and sent to
the following addresses:
COMPANY: ASCENDANT STRATEGY MANAGEMENT GROUP
Attn: Ted Jackson
75 Arlington Street, 5"' Floor
Boston, MA 02116
is
CITY:
City of Fort Collins
Attn: Purchasing Dept.
P.O. Box 580
Fort Collins, CO 80522
With a Copy To:
City of Fort Collins
Attn: Lawrence Pollack
P.O. Box 580
Fort Collins, CO 80522
M General Provisions.
a. Complete Agreement; This Agreement, its attachments, the City's Request for Proposal
and the Company's Response to the Request for Proposal are the complete and
exclusive statement of the agreement between the parties, which supersedes and
merges all prior proposals, understandings and all other agreements, oral or written,
between the parties relating to this Agreement.
b. Order of Precedence. In the event of any conflict or inconsistency among
documents related to this Agreement, said conflict or inconsistency shall be resolved by
giving precedence to the later dated document. Unless otherwise agreed to by both
parties, document precedence shall be as follows: (1) the Software License Agreement;
(2) the Request for Proposal; (3) the Company's response to the Request for Proposal.
C. Amendment. This Agreement may not be modified, altered or amended except by
written instrument duly executed by both parties, except that address for notice may be
changed as provided in section 13.
d. Waiver. The waiver or failure of either party to exercise in any respect any right provided
for in this Agreement shall not be deemed a waiver of any further right under this
Agreement.
e. Severability. If any provision of this Agreement is invalid, illegal or unenforceable
under any applicable statute, court decision or rule of law, it is to that extent to be
deemed omitted. The remainder of the Agreement shall be valid and enforceable to the
maximum extent possible.
f. Survival. All provisions of this agreement that by their nature would reasonably be
expected to continue after the termination of this Agreement will survive the termination
of this Agreement.
g. Governing Law. This Agreement and performance hereunder shall be governed by the
laws of the State of Colorado. Venue for any cause of action arising hereunder shall be
in Larimer County, Colorado.
h. Read and Understood. Each party acknowledges that it has read and understands this
Agreement and agrees to be bound by its terms.
lb
ATTEST:
THE CITY OF F RT LLINS, C ORADO
By:
Ger S. Paul
Director of Purchasing and Risk Management
Date:
SEAL
City Clerk 1CWnGG
c�lpRA�
APP , VED A T��OF_ORM:
ZcG
Assistfint'City Attorne
ASCENDANT STRATEGY MANAGEMENT GROUP
By:
Ted K. Jackson
PRINT NAME
Managing Partner
CORPORATE PRESIDENT OR VICE PRESIDENT
ATTf T (Corpor t�et ';
C E SECRETARY i ; WMWAW=K ;
17
b. Data Conversion. Data conversion, data entry and verification of data shall be completed
in accordance with the specifications of City as set forth in Exhibit "A."
c. Testing. City shall have thirty (30) days, commencing upon delivery of the Certificate of
Acceptance, to test the Software for substantial compliance with the specifications set forth
in Exhibit "A" (the "Testing Period). City shall provide notice to Company of any failure of
the Software to comply with such specifications. Upon receipt of such notice, Company
shall use its best efforts to remedy the failure, fixing it within five (5) days. If City provides
such notice to Company, the Testing Period, at City's option, may be extended for thirty
(30) days after Company asserts to City that the problem has been fixed.
d. Acceptance. Acceptance shall occur (i) upon City's delivery of notice to Company that the
Software substantially complies with the specifications set forth in Exhibit "A", or (ii) if City
does not provide notice of a failure of the Software after thirty (30) days from the close of
the Testing Period, then after thirty (30) days after the close of the Testing Period,
Acceptance shall be deemed to have -occurred.
4. License Fee
a. In General. In consideration for the license(s) granted by Company under this Agreement
as set forth in Exhibit "C", Pricing Quotation, City shall pay Company a fee of six hundred
dollars ($600) per license up to fifty (50) licensed users, not to exceed thirty thousand
dollars ($30,000). Licenses for users 51-100 will be a fee of four hundred dollars ($400).
Licenses added after the initial purchase will be pro -rated in order for the account to have
one renewal date.
b. Payment Terms.Each installation of the License Fee shall be due and payable in
accordance with the Payment Schedule, which is incorporated into Exhibit "13",
Implementation Schedule. All amounts are due thirty (30) days from receipt of invoice by
City from Company.
S. Ownership
a. Title. City and Company agree that Company owns all proprietary rights, including
patent, copyright, trade secret, trademark and other proprietary rights, in and to the
Software and any corrections, bug fixes, enhancements or updates to the Software.
b. Transfers. Under no circumstances shall City sell, license, publish, display,
distribute, assign or otherwise transfer to a third party the Software or any copy thereof,
in whole or in part, without Company's prior written consent, except in when City is using
the Software to provide collaborative services with other governmental entities and the
appropriate licensing fees have been paid to the Company for this usage.
2
6. Confidential Information
Company agrees not to use City data except when specifically authorized by City, and to treat
all City data as confidential. City agrees to maintain the confidentiality of proprietary
information identified as such by Company to the extent allowed by law.
7. Indemnification
Indemnity Company shall indemnify and hold harmless City from and against any claims,
including reasonable legal fees and expenses, based upon infringement of any copyright or
patent by the Software. City agrees to notify the Company of any such claim promptly in
writing and to allow Company to control the proceedings. City agrees to cooperate fully with
Company during such proceedings. Company shall defend and settle at its sole expense all
proceedings arising out of the foregoing. In the event of such infringement, Company may
replace, in whole or in part, the software with a substantially compatible and functionally
equivalent computer program or modify the Software to avoid the infringement.
a. Insurance
Company agrees to maintain workers' compensation and employer's liability insurance at the
statutory limits. Company will also maintain a commercial general liability policy in the amount
of $500,000.00 per occurrence; $1,000,000.00 aggregate' $1,000,000.00 products and
completed operations aggregate
S. Term and Termination
a. Effective Date. This Agreement and the license granted hereunder shall take effect upon
the date the City executes this Agreement.
b. Termination. City shall have the right to terminate this Agreement upon giving thirty (30)
days notice.
10. Force Majeure
Neither party shall be in default or otherwise liable for any delay in or failure of its performance
under this Agreement if such delay or failure arises due to any act of God, any acts of the
common enemy, the elements, earthquakes, floods, fires, epidemics, riots, failures or delay in
transportation or communications; provided, however, that lack of funds shall not be deemed
to be a reason beyond a party's reasonable control. The parties will promptly inform and
consult with each other as to any of the above causes, which in their judgment may or could
be the cause of a delay in the performance of this Agreement.
11. Default
Each and every term and condition hereof shall be deemed to be a material element of this
Agreement. In the event either party should fail or refuse to perform according to the terms of
this agreement, such party may be declared in default thereof.
12. Remedies
In the event a party has been declared in default, such defaulting party shall be allowed a
period often (10) days within which to cure said default. In the event the default remains
uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek
damages; (b) treat the Agreement as continuing and require speck performance; or (c) avail
himsetf of any other remedy at law or equity. If the non -defaulting party commences legal or
equitable actions against the defaulting party, the defaulting party shall be liable to the non -
defaulting party for the non -defaulting party's reasonable attorney fees and costs incurred
because of the default.
13. Notices
All notices under this Agreement shall be effective when mailed, postage prepaid and sent to
the following addresses:
COMPANY: ASCENDANT STRATEGY MANAGEMENT GROUP
Attn: Ted Jackson
75 Arlington Street, 50' Floor
Boston, MA 02116
CITY:
City of Fort Collins
Attn: Purchasing Dept.
P.O. Box 580
Fort Collins, CO 80522
With a Copy To:
City of Fort Collins
Attn: Lawrence Pollack
P.O. Box 580
Fort Collins, CO 80522
14. General Provisions.
a. Complete Agreement. This Agreement, its attachments, the City's Request for Proposal
and the Company's Response to the Request for Proposal are the complete and
exclusive statement of the agreement between the parties, which supersedes and
merges all prior proposals, understandings and all other agreements, oral or written,
between the parties relating to this Agreement.
b. Order of Precedence. In the event of any conflict or inconsistency among documents
related to this Agreement, said conflict or inconsistency shall be resolved by giving
precedence to the later dated document. Unless otherwise agreed to by both parties,
document precedence shall be as follows: (1) the Software License Agreement; (2) the
Request for Proposal; (3) the Company's response to the Request for Proposal.
C. Amendment. This Agreement may not be modified, altered or amended except by
written instrument duly executed by both parties, except that address for notice may be
changed as provided in section 13.
d. Waiver. The waiver or failure of either party to exercise in any respect any right provided
for in this Agreement shall not be deemed a waiver of any further right under this
Agreement.
e. Severability. If any provision of this Agreement is invalid, illegal or unenforceable under
any applicable statute, court decision or.rule of law, it is to that extent to be deemed
omitted. The remainder of the Agreement shalt be valid and enforceable to the
maximum extent possible.
Survival. All provisions of this agreement that by their nature would reasonably be
expected to continue after the termination of this Agreement will survive the termination
of this Agreement.
g Goveming Law. This Agreement and performance hereunder shall be governed by the
laws of the State of Colorado. Venue for any cause of action arising hereunder shall be
in Larimer County, Colorado.
h. Read and Understood. Each party acknowledges that it has read and understands this
Agreement and agrees to be bound by its terms.
'S
ATTEST•
ZA1 s
City Clerk t
APP OVED S TO FORM:
Assi nt City Atto n y
THE CITY OF FORT COLLINS COLORADO
By:,_
Gerry S. Paul
Director of Purchasing and Risk Management
Date: /1 13
ASCENDANT STRATEGY MANAGEMENT GROUP
By:
Ted K.Jackson
PRINT NAME
MananingPartner
CORPORATE PRESIDENT OR VICE PRESIDENT
ATTEST: (Corpora
tEeal)i LC
COR SECRETARY_ M�erm»
8-
EXHIBIT A
STATEMENT OFWORK
Ascendant agrees to provide access to ClearPoint Strategy to the City of Fort Collins, CO. ClearPoint
Strategy is being offered as Software as a Service to Fort Collins.
ClearPoint is a modern, web -based application that leverages Web 2.0 technologies and easily scales
from tens to hundreds of users. In addition, ClearPoint software is supported by a world -class team
that understands both technology and performance measurement requirements of leading
organizations. ClearPoint is unique in that we designed it to help organizations manage better, not
simply report better. To that end, ClearPoint offers the capability to:
• Quickly migrate existing Excel reports,
• Record performance measurement data including RedfYellow/Green indicators,
• Generate reports that can be customized, filtered and exported in a variety of formats,
• Incorporate strategy maps to align measures with the strategic plan,
• Centralize project management in alignment to the strategic plan,
• Publish reports and dashboards to public websites for viewing by leaders, community
members, taxpayers and other stakeholders with minimal rework,
• Ultimately, create a systematic, enterprise -wide performance measurement system.
Ascendant will help Fort Collins with the setup and training of their account in ClearPoint. This
included having a kickoff meeting, reviewing information provided by Fort Collins, loading measures
with data and evaluation criteria into ClearPoint, and training Fort Collins users. The project plan is
outlined in detail in Exhibit B of this document.
Ascendant will also provide Fort Collins with user licenses based upon the project plan (Exhibit B) and
pricing quotation (Exhibit C).
ClearPoint Premium Support is the level of support the City has chosen.
7
EXHIBIT B
IMPLEMENTATION AND PAYMENT SCHEDULE
The implementation schedule is defined in the Gantt chart below. Further details and payment
Step 1
1 a) Complete Contracting / Timeline / Kickoff
— Agree on scope of work and timeline (Both)
— Sign contract - starts annual licensing clock (Both)
— Complete ClearPoint Setup Questionnaire (Both)
— Sign ClearPoint Setup Agreement (confirming setup parameters) (Both)
— Provide initial named users (Fort Collins)
— 1 s` Round of Billing for $9,400
• $7,000 for Premium Support
$2,400 for initial licenses
1b) Receive / Review Documents (Load 1)
— Send I" of 2 Excel files with complete and clean data structures (Fort Collins)
— Review file and clarify questions (Both)
1c) Import Load 1 Data, Prepare Scorecards
— First of 2 Excel files mapped and loaded to ClearPoint (Ascendant)
1d) Onsite Administrator Training
— On -site training for 4 Administrators —Full Day (Ascendant)
8
1 e) Setup Review & Scorecard Acceptance
— On-line review of initial data load and acceptance of Scorecards (Both)
— Confirm Completion of ClearPoint Setup Agreement (Both)
— 2"d Round of Billing for $7,500 plus travel expenses
• $3,000 for training
• $4,500 for scorecard configuration
• $1,500 (estimated) for travel expenses, billed at actual cost incurred
Step 2
2a) Receive / Review Documents (Load 2)
— Send 2"d of 2 Excel files with complete and clean data structures (Fort Collins)
— Review file and clarify questions (Both)
2b) Onsite End User Training
— On -site training for TBD End Users — 2 Half Day Sessions (Ascendant)
2c) Add Data and Strategy Maps to ClearPoint
— Onsite training for Administrators to load strategy and initiative data, build strategy maps, and
link metrics (Ascendant)
— 3rd Round of Billing for $TBD licenses ($600 each prorated) plus travel expenses
• $3,000 for training
• $X for TBD # of licenses at $600 each prorated
• $3,000 (estimated) for travel expenses, billed at actual cost incurred
9