HomeMy WebLinkAboutCORRESPONDENCE - PURCHASE ORDER - 9200918Open International – City of Fort Collins M3PD Enrollment Page 1 of 5
Exhibit E
Beneficiary Enrollment Form And Amendment
Depositor and Iron Mountain Intellectual Property Management, Inc. (“Iron Mountain”), hereby acknowledge that
Beneficiary Company Name: City of Fort Collins is the Beneficiary referred to in the Escrow Agreement that supports Deposit
Account Number: with Iron Mountain as the escrow agent. Beneficiary hereby agrees to be bound by all provisions
of such Agreement as herein amended. The last date noted on the signature blocks of this enrollment shall be the Effective Date.
With respect to enrolling the Beneficiary only, the Parties agree to amend the Agreement as set forth below:
1. Section 1b of the agreement is deleted and replaced with the following:
1(b) The Beneficiary and Depositor have, or will have, entered into a Master Professional Services Agreement (“Master
Professional Services Agreement”) and Software License Agreement (“License Agreement”) each executed August 9,
2018 conveying intellectual property rights to the Beneficiary, and the Parties intend this Agreement to be considered
as supplementary to such agreement, pursuant to Title 11 United States [Bankruptcy] Code, Section 365(n).
2. Section 2a of the agreement is deleted and replaced with the following:
2(a) It shall be solely the Depositor’s responsibility to: (i) make an initial deposit of all proprietary technology and other
materials covered under this Agreement (“Deposit Material”) also referred to as the Software Source Code Escrow by
the License Agreement to Iron Mountain within thirty (30) days of the Effective Date; (ii) make any required updates to
the Deposit Material during the Term (as defined below) of this Agreement; and (iii) ensure that a minimum of one (1)
copy of Deposit Material is deposited with Iron Mountain at all times. At the time of each deposit or update, Depositor
will provide an accurate and complete description of all Deposit Material sent to Iron Mountain using the form attached
to this Agreement as Exhibit B. For the avoidance of doubt, Iron Mountain’s sole responsibility, with respect to the
initial inspection of the Deposit Material, is to ensure that the materials deposited correspond to the documentation
supplied in the Exhibit B, in accordance with Section 4(b) of this Agreement. Additionally, all material deposited with
Iron Mountain in accordance with the terms of this Agreement shall be considered Deposit Material.
3. Section 6 of the agreement is deleted and replaced with the following:
6 The Party responsible for payment designated in the Paying Party Billing Contact Table (“Paying Party”) shall pay to Iron
Mountain all fees as set forth in the Work Request (“Service Fees”). As solely agreed between Depositor and Beneficiary
and as specified in the Paying Party Billing Contact Table, Beneficiary shall be the Paying Party. All Service Fees are due
within thirty (30) calendar days from the date of invoice in U.S. currency and are non-refundable. Iron Mountain may
update Service Fees with a ninety (90) calendar day written notice to the Paying Party during the Term of this
Agreement (as defined below). The Paying Party is liable for any taxes (other than Iron Mountain income taxes) related
to Services purchased under this Agreement or shall present to Iron Mountain an exemption certificate acceptable to
the taxing authorities. Applicable taxes shall be billed as a separate item on the invoice. Any Service Fees not collected
by Iron Mountain when due shall bear interest until paid at a rate of one percent (1%) per month (12% per annum) or
the maximum rate permitted by law, whichever is less. Notwithstanding the non-performance of any obligations of
Depositor to deliver Deposit Material under the License Agreement or this Agreement, Iron Mountain is entitled to be
paid all Service Fees that accrue during the Term of this Agreement.
4. Section 7c of the agreement is deleted and replaced with the following:
7(c) In the event of the nonpayment of undisputed Service Fees owed to Iron Mountain, Iron Mountain shall provide all
Parties to this Agreement with written notice of Iron Mountain’s intent to terminate this Agreement. Any Party to this
Agreement shall have the right to make the payment to Iron Mountain to cure the default. If the undisputed portion of
any past due payment is not received in full by Iron Mountain within thirty (30) calendar days of the date of such written
notice, then Iron Mountain shall have the right to terminate this Agreement at any time thereafter by sending written
notice to all Parties. Iron Mountain shall have no obligation to perform the Services under this Agreement (except those
obligations that survive termination of this Agreement, which includes the confidentiality obligations in Section 10) so
long as any undisputed Service Fees due Iron Mountain under this Agreement remain unpaid.
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5. Section 13c of the agreement is deleted and replaced with the following:
13(c) Choice of Law. The validity, interpretation, and performance of this Agreement shall be construed under the laws of the
State of Colorado, USA, without giving effect to the principles of conflicts of laws.
6. Section 13f of the agreement is deleted and replaced with the following:
13(f) Force Majeure. No Party shall be liable for any delay or failure in performance due to events outside the defaulting
Party’s reasonable control, including but not limited to, acts of God, riots, war, acts of any government or agency
thereof, acts of terrorism, fire, explosion, epidemics, quarantine restrictions, embargoes, or severe weather conditions.
The obligations and rights of the excused Party shall be extended on a day-to-day basis for the time period equal to the
period of the excusable delay.
7. Section 13n of the agreement is deleted and replaced with the following:
13(n) Disputes. Except for a dispute arising between Depositor and Beneficiary under Exhibit C of this Agreement regarding
the release of the Deposit Material to the Beneficiary, which shall be resolved solely between Depositor and Beneficiary
under the disputes provision of the Master Professional Services Agreement, any dispute, difference or question arising
among any of the Parties concerning the construction, meaning, effect or implementation of this Agreement or the
rights or obligations of any Party will be submitted to, and settled by arbitration by a single arbitrator chosen by the
corresponding Regional Office of the American Arbitration Association in accordance with the Commercial Rules of the
American Arbitration Association. The Parties shall submit briefs of no more than 10 pages and the arbitration hearing
shall be limited to two (2) days maximum. Arbitration will take place in Denver, or Fort Collins, Colorado, USA. Any court
having jurisdiction over the matter may enter judgment on the award of the arbitrator. Service of a petition to confirm
the arbitration award may be made by regular mail or by commercial express mail, to the attorney for the Party or, if
unrepresented, to the Party at the last known business address.
8. Exhibit C of the agreement is deleted and replaced with the following:
Exhibit C
Release of Deposit Material
Iron Mountain will use the following procedures to process any Beneficiary Work Request to release Deposit Material. All notices
under this Exhibit C shall be sent pursuant to the terms of Section 13(g) Notices.
1. Release Conditions.
Depositor and Beneficiary agree that a Work Request for the release of the Deposit Material shall be based solely on one
or more of the conditions set forth below (defined as “Release Conditions”):
(i) Depositor’s breach of the License Agreement or other agreement between the Depositor and Beneficiary
regulating the use of the Deposit Material covered under this Agreement; or
(ii) Failure of the Depositor to function as a going concern or operate in the ordinary course; or
(iii) Depositor is subject to voluntary or involuntary bankruptcy; or
(iv) The occurrence of any condition set forth in Exhibit G to the Master Professional Services Agreement
between Open International LLC and the City of Fort Collins executed August 9, 2018.
2. Release Work Request.
A Beneficiary may submit a Release Work Request to Iron Mountain to release the Deposit Material covered under this
Agreement. Iron Mountain shall not exercise any discretion nor make any determination regarding the validity of a
Release Condition nor the Beneficiary’s eligibility to submit such Release Work Request for the release of the Deposit
Material. To the extent that the Deposit Material is subject to applicable U.S. export control regulations and laws,
including ITAR, the Release Work Request to release the Deposit Material must include Beneficiary’s certification that
such release would be compliant with the applicable U.S. export control regulations and laws, including ITAR. Iron
Mountain will sent a written notice of this Demand Release Work Request within five (5) business days to the Depositor’s
Authorized Person.
3. Contrary Instructions. –
From the date Depositor receives written notice of the Beneficiary Work Request to release Deposit Material covered under
this Agreement, Depositor’s Authorized Person shall have ten (10) business days to deliver to Iron Mountain contrary
instructions. Contrary instructions shall mean the written representation by Depositor that a Release Condition has not
occurred or has been cured (“Contrary Instructions”). Contrary Instructions shall be on company letterhead and signed by a
Master Deposit Account Number
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Depositor Authorized Person. Upon receipt of Contrary Instructions, Iron Mountain shall within two (2) business days send
a copy to Beneficiary’s Authorized Person. Additionally, Iron Mountain shall notify both Depositor and Beneficiary
Authorized Persons that there is a dispute to be resolved pursuant to the Disputes provisions indicated in section 17.3 of the
Master Professional Services Agreement. Iron Mountain will continue to store Deposit Material without release pending (i)
instructions from Depositor to release the Deposit Material to Beneficiary; or (ii) dispute resolution pursuant to the Disputes
provisions indicated in section 17.3 of the Master Professional Services Agreement; or (iii) withdrawal of Contrary
Instructions from Depositor’s Authorized Person or legal representative; or (iv) receipt of an order from a court of
competent jurisdiction. The existence of a Release Condition dispute shall not relieve the Paying Party from payment of
applicable Service Fees.
4. Release of Deposit Material.
If Iron Mountain does not receive timely Contrary Instructions from a Depositor Authorized Person or receives written
instructions directly from Depositor’s Authorized Person to release a copy of the Deposit Material to the Beneficiary, Iron
Mountain is authorized to release the Deposit Material to the Beneficiary, or if more than one Beneficiary is registered to
the deposit, to release a copy of the Deposit Material to the Beneficiary. Iron Mountain is entitled to receive any
undisputed, unpaid Service Fees due Iron Mountain from the Parties before fulfilling the Demand Release Work Request to
release Deposit Material covered under this Agreement.
Any Party may cure a default of payment of Service Fees.
5. Termination of Agreement Upon Release.
This Agreement will terminate upon the release of Deposit Material held by Iron Mountain. For the avoidance of doubt,
each enrollment of a Beneficiary made by the respective parties signing the Beneficiary Enrollment Form attached to this
Agreement as Exhibit E constitutes and shall be construed as a separate agreement between Iron Mountain, Depositor,
and the signing Beneficiary.
6. Right to Use Following Release.
Beneficiary has the right under this Agreement to use the Deposit material for the sole purpose of continuing the benefits
afforded to Beneficiary by the Master Professional Services Agreement and License Agreement. Notwithstanding, the
Beneficiary shall not have access to the Deposit Material unless there is a release of the Deposit Material in accordance
with this Agreement. Beneficiary shall be obligated to maintain the confidentiality of the released Deposit Material.
Authorized Person(s) Notices Table
Please provide the name(s) and contact information of the Authorized Person(s) under this Agreement. Please complete all
information as applicable. Incomplete information may result in a delay of processing.
DEPOSITOR (Required information) BENEFICIARY (Required information)
Print Name Print Name
Title Title
Email Address Email Address
Street Address Street Address
City City
State/Province State/Province
Postal/Zip Code Postal/Zip Code
Country Country
Phone Number Phone Number
Fax Number Fax Number
DocuSign Envelope ID: 7E111619-0B09-4FBC-940D-264B3143DB67
80524
City of Fort Collins
Director of Purchasing
USA
Gerry Paul
gspaul@fcgov.com
215 N. Mason
CO
(970) 221- 6779
Hernando Parrott
305-265-0310
USA
13019 Mar Street
hernando.parrott@openintl.com
President North America
Coral Gables
33156
Open International – City of Fort Collins M3PD Enrollment Page 4 of 5
Billing Contact Information Table
Please provide the name and contact information of the Billing Contact under this Agreement. All Invoices will be sent to this individual at the
address set forth below.
DEPOSITOR BENEFICIARY
Check if same as Authorized Person Check if same as Authorized Person
Company Name Company Name
Print Name Print Name
Title Title
Email Address Email Address
Street Address Street Address
Province/City/State Province/City/State
Postal/Zip Code Postal/Zip Code
Phone Number Phone Number
Fax Number Fax Number
Purchase Order # Purchase Order #
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DocuSign Envelope ID: 7E111619-0B09-4FBC-940D-264B3143DB67
hernando.parrott@openintl.com
President North America
33156
Hernando Parrott
Open International LLC
Coral Gables/Florida
130 Mar Street
305-265-0310
Open International – City of Fort Collins M3PD Enrollment Page 5 of 5
Beneficiary Enrollment Form Work Request
Please check boxes to order services and to identify the Paying Party
Service Service Description One-Time
Fees
Annual
Fees
Paying Party
Add Additional
Beneficiary
Iron Mountain will fulfill a Work Request to add a new Beneficiary to an
escrow deposit account in accordance with the Agreement.
$950 Depositor
Beneficiary
Add Additional Deposit
Account
Iron Mountain will set up one additional deposit account to manage
and administrate access to new Deposit Material that will be securely
stored in controlled media vaults in accordance with the Agreement
that governs the Initial Deposit Account.
$1,200 Depositor
Beneficiary
Add File List Test Iron Mountain will perform one (1) File List Test, which includes a
Deposit Material media readability analysis, a file listing, a file
classification table, virus scan outputs, and confirmation of the
presence or absence of a completed escrow deposit questionnaire. A
final report will be sent to the requesting Party regarding the Deposit
Material.. Deposit must be provided on CD, DVD-R, or deposited
electronically.
$3,000 N/A Depositor
Beneficiary
Add Level 1 - Inventory
and Analysis Test
Iron Mountain will perform an Inventory Test on the initial deposit,
which includes Analyzing deposit media readability, virus scanning,
developing file classification tables, identifying the presence/absence of
build instructions, and identifying materials required to recreate the
Depositor's software development environment. Output includes a
report which will include build instructions, file classification tables and
listings. In addition, the report will list required software development
materials, including, without limitation, required source code languages
and compilers, third-party software, libraries, operating systems, and
hardware, as well as Iron Mountain’s analysis of the deposit.
$6,000 or
based on SOW
if custom work
required
N/A Depositor
Beneficiary
Add Level 2 – Deposit
Compile Test
Iron Mountain will fulfill a Work Request to perform a Deposit Compile
Test, which includes the outputs of the File Listing Report and the Level
1 - Inventory Test as described above plus recreating the Depositor’s
software development environment, compiling source files and
modules, linking libraries and recreating executable code, pass/fail
determination, creation of comprehensive build instructions with a final
report sent to the Paying Party regarding the Deposit Material. The
Paying Party and Iron Mountain will agree on a custom Statement of
Work (“SOW”) prior to the start of fulfillment.
Open International – City of Fort Collins M3PD Enrollment Page 6 of 5
IN WITNESS WHEREOF, the Parties have duly executed this Enrollment as of the Effective Date by their authorized representatives:
DEPOSITOR BENEFICIARY
Signature
Signature
Print Name Print Name
Title Title
Date Date
All notices to Iron Mountain Intellectual Property Management, Inc. should be sent to
ipmclientservices@ironmountain.com OR Iron Mountain Intellectual Property Management, Inc., Attn: Client Services,
6111 Live Oak Pkwy, Norcross, GA 30093. Telephone: 800-875-5669. Facsimile: 770-239-9201
IRON MOUNTAIN
INTELLECTUAL PROPERTY MANAGEMENT, INC.
Signature
Print Name
Title
Date
Approved as to form and content for Beneficiary
Signature
Print Name
Title
Date
Approved as to Form and Legal Content:
Iron Mountain IPM Service Delivery
Name: Susannah E. Scott, Contracts Specialist
Date: May 26, 2020
DocuSign Envelope ID: 7E111619-0B09-4FBC-940D-264B3143DB67
May 28, 2020 | 13:47 MDT
Cyril Vidergar
Assistant City Attorney II
Director of Purchasing
Gerry Paul
May 29, 2020 | 09:46 PDT May 28, 2020 | 12:01 PDT
Hernando Parrott
President North America
Based on SOW N/A Depositor
Beneficiary
Add Level 3 - Binary
Comparison Test
Iron Mountain will fulfill a Work Request to perform one Deposit
Usability Test - Binary Comparison which includes a comparison of the
files built from the Deposit Compile Test to the actual licensed
technology on the Beneficiary’s site to ensure a full match in file size,
with a final report sent to the Requesting Party regarding the Deposit
Material. The Paying Party and Iron Mountain will agree on a custom
Statement of Work (“SOW”) prior to the start of fulfillment.
Based on SOW N/A Depositor
Beneficiary
Add Level 4 - Full
Usability Test
Iron Mountain will fulfill a Work Request to perform one Deposit
Usability Test - Full Usability which includes a confirmation that the
built applications work properly when installed, based on pre-
determined test scripts provided by the Parties. A final report will be
sent to the Paying Party regarding the Deposit Material. The Paying
Party and Iron Mountain will agree on a custom Statement of Work
(“SOW”) prior to the start of fulfillment.
Based on SOW N/A Depositor
Beneficiary
Dual Vaulting Iron Mountain will fulfill a Work Request to store and manage a
redundant copy of the Deposit Material in one (1) additional location.
All Deposit Material (original and copy) must be provided by the
Depositor.
N/A $750 Depositor
Beneficiary
Remote Vaulting Iron Mountain will fulfill a Work Request to store and manage the
Deposit Material in a remote location, designated by the client, outside
of Iron Mountain’s primary escrow vaulting location. All Deposit
Material (original and copy) must be provided by the Depositor.
N/A $750 Depositor
Beneficiary
Custom Contract Fee Custom contracts are subject to the Custom Contract Fee, which covers
the review and processing of custom or modified contracts.
$900 N/A Depositor
Beneficiary
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Florida