Loading...
HomeMy WebLinkAbout2022-12-13; Municipal Water District; ; Agreement with N. Harris Computer Corporation for Support and Maintenance of NorthStar SoftwareCA Review: GH Meeting Date: Dec. 13, 2022 To: President and Board Members From: Scott Chadwick, Executive Director Staff Contact: Doug Kappel, Information Technology Manager doug.kappel@carlsbadca.gov, 442-339-2791 Subject: Agreement with N. Harris Computer Corporation for Support and Maintenance of NorthStar Software Districts: All Recommended Action Adopt a resolution authorizing the Executive Director of the Carlsbad Municipal Water District to execute an agreement with N. Harris Computer Corporation for the annual support and maintenance of NorthStar Software in an amount not to exceed $307,805 for an initial three- year period with the option for one additional three-year extension. Executive Summary The Carlsbad Municipal Water District Board of Directors is being asked to approve a new agreement with the N. Harris Computer Corporation’s for the NorthStar Customer Information and Billing System and Customer Connect applications, which are used to bill about 75,000 customer accounts for potable water, recycled water, solid waste and wastewater services. The current annual maintenance agreement with N. Harris is set to expire Dec. 31, 2022. The proposed new agreement would cover for an initial three-year period at a cost of $307,805, with the option for one additional three-year extension. The Board is being asked to approve this agreement because Carlsbad Municipal Code Section 3.28.060 - Procurement of Professional Services and Services requires the City Council’s approval for professional services and services that will cost the city more than $100,000 per agreement year. CMWD’s purchasing is done in accordance with the city’s purchasing rules, so that section of the municipal code also applies to CMWD. Discussion The city and its water district have been using the NorthStar Customer Information and Billing System and Customer Connect since 1999. N. Harris has successfully and satisfactorily provided ongoing support and maintenance during this time, and is the only company that provides support and maintenance for these applications. The customer billing portal, Customer Connect, is integrated with an invoicing application to provide utility customers a secure method for making online payments that is compliant with payment card industry security standards. Dec. 13, 2022 Item #8 Page 1 of 21 MUNICIIPAL WATER D IISTRIC'f Staff Report Staff recommend the CMWD Board adopt the attached resolution, Exhibit 1, so that the city and CMWD can continue to rely on N. Harris for supporting the North Star applications. Options Staff offer the following options for the Board’s consideration: 1. Adopt a resolution authorizing the Executive Manager or designee to execute an agreement with N. Harris Computer Corporation for support and maintenance of NorthStar software for a three-year period Pros • The district and the city will continue to have maintenance and support for the NorthStar CIS and Customer Connect ensuring a safe, secure, and stable utility billing environment. • N. Harris is the only company that supports these applications. Cons • None identified 2. Do not adopt the resolution. Pros • None identified Cons • Without maintenance and support, the city and the water district will not receive software patches and upgrades to either the NorthStar CIS or Customer Connect. This puts the city at risk of not being able to address security issues, increasing the potential threat of a cyber-attack. • If CMWD encounters an issue with either the NorthStar CIS or Customer Connect, city staff would be solely responsible for troubleshooting and correcting the issue. Since the city does not have access to the programming code for either application, there is the potential that staff would be unable to resolve the issue. This greatly affects the ability of the district to ensure a safe, secure, and stable utility billing environment. Fiscal Analysis The support and maintenance agreement amount is not to exceed $307,805 for the initial three-year term of the agreement. The costs for services related to potable water and recycled water will be borne by CMWD, and the costs related to solid waste and wastewater will be borne by the city. Funding for the support and maintenance for the first year was included in the Information Technology Department’s fiscal year 2022-23 operating budget. Funding for the second and third years will be included in Information Technology Department’s budget request as part of the annual budget process for the appropriate fiscal year. Year 1 Year 2 Year 3 Description FY 2022-23 FY 2023-24 FY 2024-25 Total NorthStar Software $ 98,605 $ 102,549 $ 106,651 $ 307,805 Dec. 13, 2022 Item #8 Page 2 of 21 Next Steps The Executive Director will execute the support and maintenance agreement with N. Harris Computer Corporation. Environmental Evaluation This action does not require environmental review because it does not constitute a project within the meaning of the California Environmental Quality Act under California Public Resources Code section 21065 in that it has no potential to cause either a direct physical change or a reasonably foreseeable indirect physical change in the environment. Public Notification This item was noticed in keeping with the state's Ralph M. Brown Act and available for public viewing and review at least 72 hours before the scheduled meeting date. Exhibits 1. Carlsbad Municipal Water District Board of Directors resolution Dec. 13, 2022 Item #8 Page 3 of 21 RESOLUTION NO. 1692 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE CARLSBAD MUNICIPAL WATER DISTRICT BOARD, AUTHORIZING THE EXECUTIVE MANAGER TO EXECUTE AN AGREEMENT WITH N. HARRIS COMPUTER CORPORATION FOR UTILITY BILLING SOFTWARE MAINTENANCE AND SUPPORT SERVICES IN AN AMOUNT NOT TO EXCEED $307,805 WHEREAS, the Carlsbad Municipal Water District (CMWD) currently uses software licensed, maintained, and supported by N. Harris Computer Corporation (Harris), specifically Northstar Customer Information and Billing (CIS) System and Customer Connect, for utility billing services for water and recycled water, and WHEREAS, CMWD purchases CIS and Customer Connect support and maintenance services (Services) on an annual basis from Harris; and WHEREAS, the current Master Agreement for Services will expire on December 31, 2022; and WHEREAS, it is in the best interest of CMWD to execute a new agreement with Harris to continue providing Services (Agreement); and WHEREAS, the cost for Services related to water and recycled water will be borne by CMWD, and the costs related to solid waste and sewer services will be borne by the City of Carlsbad (city); and WHEREAS, the budget to procure the Services for the first year of the Agreement is available in the city's Information Technology Department (IT) fiscal year 2022-23 Operating Budget; and WHEREAS, the pro rata share of costs for water and recycled water will be included in IT's annual service charges to CMWD; and WHEREAS, funding for future years' Services will be considered on an annual basis in IT's annual budget requests; and WHEREAS, the pro rata share of costs of Services for water and recycled water will be included in IT's annual service charges to CMWD. NOW, THEREFORE, BE IT RESOLVED by the Carlsbad Municipal Water District Board of the City of Carlsbad, California, as follows: 1.That the above recitations are true and correct. 2.That the Executive Manager, or a designee, is authorized to execute the support and maintenance Agreement with N. Harris Computer Corporation for Northstar Customer Information and Billing Systems and Customer Connect for an initial three-year period Exhibit 1 Dec. 13, 2022 Item #8 Page 4 of 21 through December 30, 2025, in an amount not to exceed $307,805, as reflected in Attachment A, with the option to extend for one additional three -year term. PASSED, APPROVED AND ADOPTED at a Special Meeting of the Board of Directors of the Carlsbad Municipal Water District of the City of Carlsbad on the 13th day of December, 2022, by the following vote, to wit: AYES: Hall, Blackburn, Bhat-Patel, Acosta, Norby. NAYS: ABSENT: None. None. MATT HALL, President LFAVIOLA MEDINA, City Clerk Services Manager 'f' {SEAL) Dec. 13, 2022 Item #8 Page 5 of 21 ~ SUPPORT AND MAINTENANCE AGREEMENT THIS AGREEMENT made as of the 1st day of January 2023. BETWEEN: N. HARRIS COMPUTER CORPORATION d/b/a Northstar Utilities (“Harris”)- and - Carlsbad Municipal Water District (“Organization”) RECITALS 1.Harris has licensed to Organization certain Software pursuant to a Software License Agreement (Exhibit 3); 2.The Organization wishes to receive support and maintenance services related to the Software; 3.Harris shall provide the support and maintenance services related to the Software; NOW THEREFORE, in consideration of the mutual covenants set out in this support and maintenance agreement (the “Support and Maintenance Agreement”) and for other good and valuable consideration (the receipt and sufficiency of which is hereby acknowledged), the parties agree as follows: 1)Defined terms: a)“Release” means an Update and an Upgrade. b)“Software” means the software products that are listed in Exhibit 1 and includes any Update(s) or Upgrade(s) that have been provided to Organization. Third Party Software is not included in the definition of Software except where this License Agreement explicitly states otherwise. c)“Update” means any published changes, additions or corrections to the Software that primarily include a minor modification or enhancement to the Software related to a bug fix, minor additional functionality or legislative changes. An Update is designated by a change in the right-most digit in the version number (for example, a change from X.1 to X.2). d)“Upgrade” means a major overhaul of the Software which is a complete new published version of the Software that modifies, revises or alters the Software and adds features, DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Attachment A Dec. 13, 2022 Item #8 Page 6 of 21 functionality or enhancements to such Software. An Upgrade is designated by a change in the number to the left of the decimal point in the version number (for example, a change from 1.X to 2.X. 2) This Support and Maintenance Agreement is the exclusive statement of the entire support and maintenance agreement between Harris and Organization. 3) Harris shall provide software support primarily via telephone and electronic mail in addition to site visits only when necessary. The support services will be provided only during the hours of operation as described in Exhibit 2 hereto and which are in effect as of the Start Date (as defined below), as such services may, at Harris’s sole discretion, be modified from time to time. To enable Harris to provide effective support, the Organization will work with Harris to establish remote access procedures compatible with Harris’s then current practices which may be revised over time. 4) This Support and Maintenance Agreement becomes effective from the date first written above. 5) In consideration for the support services specified in Section 2, Organization shall pay the “Support and Maintenance Fee” as detailed in Exhibit 1 below. The Support and Maintenance Fee will be billed annually in advance beginning on the Start Date and thereafter on the anniversary of the Start Date or on an alternative date mutually agreed to by both parties. Harris may change the Support and Maintenance Fee from time to time in relation to each renewal term, but Organization shall only be billed once per year. 6) If an onsite visit is necessary, a separate statement of work will be executed, pursuant to agreement by both parties. 7) [Intentionally omitted] 8) Harris shall supply all Upgrades to Organization at no additional charge other than the payment of the Support and Maintenance Fee. Upgrades may require additional services to be performed by Harris outside of the scope of those services provided by Harris including additional training not covered by any agreement(s) for the installation and implementation of the Upgrade that will be subject to the Harris’s then-prevailing policies, terms and Billable Fees related to pricing and hourly rates. All such services shall be performed subject to a newly negotiated Scope of Work. 9) All Updates of the Software and all those services listed in Exhibit 2 which are included as part of Organization’s Software support will be made available to Organization at no additional charge other than the payment of the Support and Maintenance Fee. 10) All payments hereunder shall be in U.S. dollars and shall be net of any taxes, tariffs or other governmental charges. Harris shall be responsible for paying all taxes, fees, assessments and premiums of any kind payable on its employees and operations. Any tax Harris may be required to collect or pay upon the sale, use or delivery of the support and DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 7 of 21 maintenance services described in this Support and Maintenance Agreement shall be paid by Organization and such sums shall be due and payable to Harris upon receipt of an invoice therefore. Any taxes levied in relation to the services required for a Release shall be paid by Organization. For the sake of clarity, all of the fees listed in this Support and Maintenance Agreement are not inclusive of any applicable taxes. 11) The initial term of this Support and Maintenance Agreement shall be for three (3) years beginning on the Start Date or as the initial term has been modified pursuant to Section 5. with the option for one (1) three (3) year extension upon substantially similar terms, as negotiated by both parties.. The termination of this Support and Maintenance Agreement by Organization shall not affect the existing license agreement(s). Harris shall neither refund any Support and Maintenance Fees nor any Billable Fees if this Support and Maintenance Agreement is terminated. Organization acknowledges that if this Support and Maintenance Agreement is terminated, then it will not be eligible to receive the benefits of this Support and Maintenance Agreement including the right to future Releases. 12) Title to and ownership of all proprietary rights in the Releases and all related proprietary information supplied by Harris in providing the services pursuant to this Support and Maintenance Agreement shall at all times remain with Harris, and Organization shall acquire no proprietary rights by virtue of this Support and Maintenance Agreement. 13) Harris shall have the right to terminate this Support and Maintenance Agreement immediately if: (a) Organization attempts to assign this Support and Maintenance Agreement or any of its rights hereunder without complying with the license agreement (Exhibit 3); or (b) Organization has not paid an invoice within ninety (90) days of the start of a renewal term. Organization will be provided an invoice by Harris prior to the start of the renewal term. 14) Unless otherwise agreed to by the parties, all notices required hereunder shall be made in accordance with the provisions of the license agreement (Exhibit 3). 15) Either party’s lack of enforcement of any provision in this Support and Maintenance Agreement in the event of a breach by the other shall not be construed to be a waiver of any such provision and the non-breaching party may elect to enforce any such provision in the event of any repeated or continuing breach by the other. 16) The parties agree that the terms and conditions contained herein shall prevail notwithstanding any variations on any orders, e-mails or other correspondence submitted by Organization. 17) To the fullest extent permitted by law, Harris agrees to indemnify, defend (with independent counsel approved by the Carlsbad Municipal Water District) and hold harmless the Carlsbad Municipal Water District and the City of Carlsbad, and each of its officers, DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 8 of 21 officials, employees and volunteers (each, an “Indemnified Party”) from and against all claims, damages, losses and expenses including attorneys’ fees arising out of the performance of the work described herein caused by any willful misconduct or negligent act or omission of Harris, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable. The acceptance of approval of Harris’ work by an Indemnified Party shall not relieve or reduce Harris’s indemnification obligation. Harris shall pay and satisfy any judgment, award or decree that may be rendered against Carlsbad Municipal Water District, or the City of Carlsbad, and each of its officials, officers, agents, employees or representatives. The provisions of this section will survive the completion of the work under this Agreement or the termination of this Agreement and are not limited by the provisions relating to insurance. 18) (a) Termination of this Support and Maintenance Agreement shall not affect any right of action of either party arising from anything which was done or not done, as the case may be, prior to the termination taking effect. (b) The Organization and Harris recognize that circumstances may arise entitling the Organization to damages for breach or other fault on the part of Harris arising from this Support and Maintenance Agreement. The parties agree that in all such circumstances the Organization’s remedies and Harris’s liabilities will be limited as set forth below and that these provisions will survive notwithstanding the termination or other discharge of the obligations of the parties under this Support and Maintenance Agreement. (c) FOR BREACH OR DEFAULT BY HARRIS OR OTHERWISE IN CONNECTION WITH THIS SUPPORT AND MAINTENANCE AGREEMENT, INCLUDING A BREACH OR DEFAULT ENTITLING THE ORGANIZATION TO RESCIND OR BE DISCHARGED FROM THE PROVISIONS OF THIS SUPPORT AND MAINTENANCE AGREEMENT, THE ORGANIZATION’S EXCLUSIVE REMEDY, IN ADDITION TO ELECTING IF SO ENTITLED TO RESCIND OR BE DISCHARGED FROM THE PROVISIONS OF THIS SUPPORT AND MAINTENANCE AGREEMENT, SHALL BE PAYMENT BY HARRIS OF THE ORGANIZATION’S DIRECT DAMAGES TO A MAXIMUM AMOUNT EQUAL TO, AND HARRIS SHALL IN NO EVENT BE LIABLE IN EXCESS OF, THE AMOUNT OF FEES ACTUALLY PAID BY THE ORGANIZATION TO HARRIS UNDER THIS SUPPORT AND MAINTENANCE AGREEMENT DURING THE THEN-CURRENT TERM (NOT TO EXCEED 12 MONTHS) OF THE SUPPORT AND MAINTENANCE AGREEMENT UP TO AND INCLUDING THE DATE OF TERMINATION. (d) IN NO EVENT SHALL ANY DAMAGES INCLUDE, NOR SHALL HARRIS BE LIABLE FOR, ANY SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES EVEN IF HARRIS HAS BEEN ADVISED OF THE POSSIBILITY THEREOF. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, HARRIS SHALL NOT BE LIABLE FOR LOST PROFITS, LOST BUSINESS REVENUE, FAILURE TO REALIZE EXPECTED DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 9 of 21 SAVINGS, OTHER COMMERCIAL OR ECONOMIC LOSS OF ANY KIND, OR FOR ANY CLAIM WHATSOEVER AGAINST THE ORGANIZATION BY ANY OTHER PARTY. (e) CLAUSES (i) AND (ii) SHALL APPLY IN RESPECT OF ANY CLAIM, DEMAND OR ACTION BY THE ORGANIZATION IRRESPECTIVE OF THE NATURE OF THE CAUSE OF ACTION UNDERLYING SUCH CLAIM, DEMAND OR ACTION, INCLUDING, BUT NOT LIMITED TO, BREACH OF CONTRACT, RESCISSION OF CONTRACT, OR TORT. 19) The parties hereby confirm that the waivers and disclaimers of liability, releases from liability, limitations and apportionments of liability, and exclusive remedy provisions expressed throughout this Support and Maintenance Agreement shall apply even in the event of default, negligence (in whole or in part), strict liability or breach of contract of the person released or whose liability is waived, disclaimed, limited, apportioned or fixed by such remedy provision, and shall extend to such person’s affiliates and to its shareholders, directors, officers, employees and affiliates. 20) Where remedies are expressly afforded by this Support and Maintenance Agreement, such remedies are intended by the parties to be the sole and exclusive remedies of the Organization for liabilities of the Harris arising out of or in connection with this Support and Maintenance Agreement, notwithstanding any remedy otherwise available at law or in equity. 21) This Agreement shall be governed by the laws of the State of California without regard to conflicts of laws rules and any dispute between the parties must be brought in a federal court in San Diego County, California; provided, however, that if subject matter jurisdiction is improper in said federal court, it shall be had in the state courts in San Diego County, California. The United Nations Convention on Contracts for the International Sale of Goods (UNCCISG) does not apply to this Agreement. 22) This Support and Maintenance Agreement may not be assigned by the Organization unless, concurrently with any such assignment, the Organization assigns its rights under, and complies with the provisions of the relevant license agreement. 23) This Support and Maintenance Agreement shall be binding upon the successors and assigns of the parties and ensure to the benefit of the successors and permitted assigns of the parties. 24) The invalidity or unenforceability of any provision or covenant contained in this Support and Maintenance Agreement shall not affect the validity or enforceability of any other provision or covenant herein contained and any such invalid provision or covenant shall be deemed to be modified to the extent necessary in order to render such provision valid and enforceable; if such provision may not be so saved, it shall be severed and the remainder of this Agreement shall remain in full force and effect. . DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 10 of 21 25) This Support and Maintenance Agreement may be executed in counterparts (whether by facsimile signature or in PDF format via e-mail or otherwise), each of which when so executed shall constitute an original and all of which together shall constitute one and the same agreement. 26) Insurance. Harris will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Harris or Harris’ agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus line insurer on the State of California’s List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best’s Key Rating Guide of at least “A:X”; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report. (a) Coverages and Limits. Harris will maintain the types of coverages and minimum limits indicated below, unless the Organization Risk Manager or Executive Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Harris’ indemnification obligations under this Agreement. Organization, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Harris pursuant to this Agreement are adequate to protect Harris. If Harris believes that any required insurance coverage is inadequate, Harris will obtain such additional insurance coverage, as Harris deems adequate, at Harris’ sole expense. The full limits available to the named insured shall also be available and applicable to Organization as an additional insured. (1) Commercial General Liability (CGL) Insurance. Insurance written on an “occurrence” basis, including personal & advertising injury, with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. (2) Automobile Liability (if the use of an automobile is involved for Harris’ work for Organization). $2,000,000 combined single-limit per accident for bodily injury and property damage. (3) Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the California Labor Code. Workers' Compensation will not be required if Harris has no employees and provides, to Organization satisfaction, a declaration stating this. (4) Professional Liability. Errors and omissions liability appropriate to Harris’ profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 11 of 21 (b) Additional Provisions. Harris will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: (1) Organization will be named as an additional insured on Commercial General Liability which shall provide primary coverage to Organization. (2) Harris will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. (3) This insurance will be in force during the life of the Agreement and any extensions of it and Harris will endeavor to provide thirty (30) days prior written notice to Organization sent by certified mail pursuant to the Notice provisions of this Agreement. (c) Providing Certificates of Insurance and Endorsements. Prior to Organization’s execution of this Agreement, Harris will furnish certificates of insurance and endorsements to Organization. (d) Failure to Maintain Coverage. If Harris fails to maintain any of these insurance coverages, then Organization will have the option to declare Harris in breach of this Agreement. 27) Organization will obtain and maintain a City of Carlsbad Business License for the term of the Support and Maintenance Agreement, as may be amended from time-to-time. /// /// /// /// /// /// /// /// /// /// DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 12 of 21 DocuSign Envelope ID: 12E0C216-3O04-41AB-A622-214399BB50F4 IN WITNESS WHEREOF, the Parties have executed this Support and Maintenance Agreement to be e ffective as of the date first written above. ORGANIZATION (sign here) CAR BA MUNICIPAL WATER DISTRICT, a Public Ag ncy o anized under the Municipal Water A 19 1, and a Subsidiary District of the City of Carlsb d By: Jerry Rahon VP, sal es & Marketing (print name/title) (sign here) Todd Ri chardson CFO (print name/title) APPROVED AS TO FORM: CINDIE K. McMAHON, General Counsel By: bt!M. f\"tmrA. Deputy General Counsel Dec. 13,2022 ATTEST: r Faviola Medina Secretary Item #8 Page 13 of 21 Exhibit 1 Annual Support and Maintenance Fee City of Carlsbad YEAR 1 YEAR 2 YEAR 3 Jan 01 to Dec 31 2023 2024 2025 30 Client Licenses 3,855.01$ 4,009.21$ 4,169.58$ NorthStar V5.2/6.4, CARe & Test Server Support 59,872.39$ 62,267.29$ 64,757.98$ mCARE Support 13,173.31$ 13,700.24$ 14,248.25$ NorthStar REST API 5,849.29$ 6,083.26$ 6,326.60$ Customer Connect 15,854.68$ 16,488.86$ 17,148.42$ Total 98,604.68$ 102,548.86$ 106,650.82$ DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 14 of 21 Exhibit 2 NORTHSTAR SOFTWARE SUPPORT AGREEMENT STANDARD GUIDELINES NORTHSTAR TEAM SUPPORT ACCESS 24/7 The NorthStar Team Support Customer HUB allows our customers to: o Open new tickets o View open/closed tickets for your organization o Post Screen Recordings and Video Recordings to tickets o View Knowledge Base Articles o View Product Information o Report on Ticket Metrics o Find out the latest NorthStar News; Events; Product Releases SOFTWARE FOR LIFE o Support on existing applications for life  Products reach the end of their product life cycle for a number of reasons. These reasons include market demands, technology innovation and development driving changes, or the products simply mature over time and are replaced by functionally richer technology. If NorthStar determines a product to be end of support we will ensure the existing product software license grants access to new platforms within the same product class. o Cost effective upgrade solutions SCHEDULED ASSISTANCE FOR UPDATES DURING REGULAR BUSINESS HOURS o Additional charges apply outside of regular business hours. o Charges may apply depending on scope of work. TECHNICAL TROUBLESHOOTING & ISSUE RESOLUTION STANDARD SOFTWARE RELEASES AND UPDATES o Defect corrections o Planned enhancements o Payroll regulated changes (additional charges may apply) o Participation in BETA program o Release notes o State, Province and/or Federal mandated changes (additional charges apply) CUSTOMER CARE PROGRAM o Technical Support Bulletins o Communication on new products and services o Dedicated Customer Support Account Lead as first point of contact as required DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 15 of 21 OTHER o Participation in Regional User Group Meetings o Participation in NorthStar Webinars o Opportunity to take part in validation and focus groups o Opportunity to take part in Harris Annual Customer Conference NORTHSTAR TICKET PRIORITIES: In an effort to assign our resources to incoming tickets as effectively as possible, NorthStar has identified four types of ticket priorities P0, P1, P2 and P3. PRIORITY 0 - PRODUCTION DOWN Deemed by NorthStar Team to be Extremely High Priority (Production Only) Production Down Complete loss of service PRIORITY 1 - BUSINESS CRITICAL Deemed by NorthStar Team to be of high priority as NO workaround exists Performance issue impacting critical processes No workaround exists Examples: Inability to create bills PRIORITY 2 - MEDIUM TO HIGH BUSINESS IMPACT Deemed by NorthStar Team to be important; however, workarounds are available State of Degraded Performance Workaround exists. Examples: usability issues; non-critical performance issue; calculation issues PRIORITY 3 - MINIMAL BUSINESS IMPACT/REQUESTS Deemed by NorthStar Team to be more general/cosmetic in nature OR Scheduled Minimal Business Impact General Product Issues/Questions/Aesthetic Issues/Formatting Issues/Questions on Documentation Enhancement Requests/Requests for Statement of Work/To be Scheduled items **NorthStar reserves the right to reclassify the priority level at any time if we reasonably believe the classification is incorrect. ** THIRD PARTY SUPPORT Standard Third Party Support and Maintenance Services For those clients with maintenance on 3rd party products, NorthStar will provide support as described below. NorthStar provides 1st line support for all 3rd party products listed below and will escalate to the vendor if required. Please note that 3rd party installations & preventative maintenance services are not included as part of your maintenance unless otherwise indicated below. Microsoft SQL Server* -Initial SQL Server installation & configuration -Establish database connections to NorthStar database -Limited troubleshooting and/or repair of database related issues 4Js (3rd Party graphical user interface (GUI) software) DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 16 of 21 .._lftDTUl~TI\D"' -Entitlement to new GUI software releases -Installation and configuration for test and live NorthStar environments -Limited troubleshooting and/or repair of database related issues BitStew (As part of the Customer Connect web portal) -Installation & configuration for test and live Customer Connect environments Cognos (as part of the Reports Anywhere reporting solutions) -Initial installation & configuration of Cognos for use with Reports Anywhere -Set up of Cognos license/establishment of connections with the NorthStar software -Limited assistance in utilizing embedded report writer functionality. -Updates to Cognos data model which reflect changes in NorthStar database schema due to upgrades. -Limited assistance in locating information within the Cognos data model -Assistance with existing reports *NorthStar recommends Microsoft SQL Server and supports Microsoft supported versions of the SQL database. Those versions of SQL Server that are no longer supported by Microsoft should no longer be considered supported by NorthStar. BILLABLE 3RD PARTY SERVICES  Upgrades and installations (other than at time of initial purchase)  Cognos upgrades & installations (other than at time of initial purchase)  Report Writer training, creation and modification of reports. NORTHSTAR BILLABLE SUPPORT SERVICES Out of Scope of Annual Support and Maintenance Agreement This list is not exhaustive and serves as a representation of what our team can offer as a billable service.  Training  Project Management  Form Creation/Redesign  Handheld interface of new interface; setups & changes  Setup of new services or changes to services (PAP, ACH, etc)  File imports/exports – Interfaces to other applications  Refresh backups; Restores; Setting up test areas  Setup of new printers; printer setup changes  Custom modifications (reports bills, forms, reversal of customizations)  Setting up additional Companies/Agencies/Tokens/General Ledgers  Data conversions/global modification to setup table data  Database maintenance; repairs & optimization (unless specifically included as a line item on your support contract).  Extended Hardware & Operating System Support  Upgrades and Support of third party software  Installations/re-installations (workstations, servers)  Creation of Test Databases/Environments DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 17 of 21 -- **Modifications to data in the NorthStar database via non-sanctioned NorthStar solutions or partner solutions are strictly prohibited and not supported** TEST DATABASES & ENVIRONMENTS NorthStar recommends that all customers maintain an independent Test Environment for testing purposes. This allows customers the opportunity to test fixes; modifications; new business processes and/or scenarios without risking any potentially unwanted changes to the live environment. The creation of Test Databases & Environments is a billable service. RATES Rates are subject to change on an annual basis. Quotations will be provided for all billable services. RESPONSE TIME Response times will vary and are dependent on the priority of the call. We do our best to ensure that we deal with incoming cases in the order that they are received; however, cases will be escalated based on the urgency of the issue reported. Our response times are as follows: Priority 0 Response within 2 business hours Priority 1 Response within 4 business hours Priority 2 Response within 8 business hours Priority 3 Response within 24 hours HELP DESK HOURS Our standard hours of support are from 8:00 am ET to 8:00 pm ET Monday through Friday excluding designated statutory holidays. Support is available outside of regular business hours and is billable on an hourly basis (minimum number of hours will apply). Weekend assistance is available and must be scheduled in advance (and is billable on an hourly basis with a minimum number of hours that apply). HOLIDAY SCHEDULE Below is a listing of Canadian and US Statutory Holidays. Please note that NorthStar Support Services will be closed on designated days as outlined below. Support will be available on all Canadian Holidays when there is no US corresponding statutory holiday. New Year’s Eve Early Closure New Year’s Day Closed Labor Day Closed Christmas Eve Early Closure Christmas Day Closed DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 18 of 21 .._lftDTUl~TI\D"' Boxing Day Early Closure HOW TO CONTACT US: Existing customers can login to our Customer Hub at: https://northstarutilitiessolutions.na2.teamsupport.com/login/user CONTACT INFORMATION FOR ESCALATED ISSUES Dawn Ivanochko Director, Support Services 1-888-847-7747 X2032 DIvanochko@harriscomputer.com Diane Vieson Manager, Support Services 1-888-847-7747 X2012 DVieson@harriscomputer.com Jackie Hunter Manager, Support Services 1-888-847-7747 X2038 JHunter2@harriscomputer.com Karen McKernan Vice President, Support Services 1-888-847-7747 X2744 KMcKernan@harriscomputer.com DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 19 of 21 Exhibit 3 License Terms and Agreement 1. Grant of Licenses (a) Subject to the terms and conditions herein, Harris hereby grants to Organization a personal, non-exclusive, non-transferable and limited right and license to use the Software in object code format on the NorthStar CIS computer system (the “License”) in consideration for the payment of the License fees. All Releases installed by Organization are subject to this License. This License and the other terms and conditions related to this License do not apply to Third Party Software. (b) Organization may duplicate Documentation, at no additional charge, for Organization’s permitted uses so long as all required proprietary markings are retained on all duplicated copies. (c) As between Harris and Organization, Harris reserves all rights, title and interest in and to the Software not expressly granted herein and the License specifically excludes all such reserved rights, title and interest. (d) Any Software furnished by Harris in machine-readable form may be copied in whole or in part by Organization for use on the Designated Computer System, access to which by Users can be from any computer terminal, whether internal to or external to Organization‘s facility incorporating the Designated Computer System. To the extent that any temporary files associated with the Software are created during such use on terminals those temporary files are permitted under this License but only for such time that the temporary files are actually required. Organization agrees that the original copy of all Software furnished by Harris and all copies thereof made by Organization are and at all times remain the sole property of Harris, as Harris Software is licensed, not sold. (e) Any License granted under this agreement permits Organization to: (i) use the Software for its utility billing and related purposes including, but not limited to, performing testing, disaster recovery, disaster testing, training, archival and backup as Organization deems necessary, and (ii) use, copy and modify the Documentation for the purpose of creating and using training materials relating to the Software. Access to and use of the Software by independent contractors of Organization shall be considered authorized use under this Section so long as any such independent contractors are bound by obligations of confidentiality and have been approved by Harris in advance of the independent contractors’ access to the Software. Organization shall be responsible for (i) all of the actions of and (ii) any misuse of the Software by any independent contractor. (f) Software is licensed for use by the current number of NorthStar CIS users and on the current operations of Organization. Any change in the number of users of NorthStar CIS or a material increase in the Organization’s business, such as through acquisition of another utility, would require additional licensing. (g) Organization may purchase additional Software Licenses at the time such Licenses become necessary at Harris’s then current prices and terms. 2. Term of License See Paragraph 3 of the Agreement 3. Restrictions on Use DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 20 of 21 (a) Organization shall not, and will not allow, direct or authorize (directly or indirectly) any other party to: (i) use the Software for any purpose other than in connection with Organization’s primary business or operations; (ii) disassemble, de-compile, reverse engineer, defeat license encryption mechanisms, or translate any part of the Software, or otherwise attempt to reconstruct or discover the source code of the Software except and only to the extent that applicable law expressly permits, despite this limitation; (iii) modify or create derivate works of the Software; (iv) rent, lease, lend, license, sell or use the Software for timesharing or bureau use or to publish or host the Software for others to use; or (v) take any actions that would cause the Software to become subject to any open source or quasi-open source license agreement. Organization shall be wholly liable to Harris for any misuse of the Software and these restrictions are absolute except as and only to the extent that this agreement may expressly permit Organization to do otherwise (b) The Software and related materials supplied by Harris are protected by copyright and trademark laws. The Software is licensed and may not be resold by Organization. Any rights not expressly granted herein are reserved. Organization may not obscure, remove or otherwise alter any copyright, trademark or other proprietary notices from the Software and related materials supplied by Harris. Harris acknowledges and agrees that Organization is a public agency and is subject to the California Public Records Act and the Civil Discovery Act (collectively the “Acts”), and that all information and documents related to the award and performance of the Agreement are subject to the disclosure of these Acts. 4. Ownership of Software and Confidential Information (a) Organization acknowledges that the Software contains proprietary information and Confidential Information of Harris which shall, at all times, remain the property of Harris. (b)Organization will take the same care to safeguard the Software as it takes to safeguard its own Confidential Information of a like nature and such care shall not be any less than would be taken by a reasonable person to safeguard its own confidential information. (c) In order to assist Harris with the protection of its proprietary information and Confidential Information and to enable Harris to ensure that Organization is complying with its obligations, Organization shall permit Harris to arrange with five (5) business days’ notice to visit during normal business hours, and subject to any applicable public health orders, any premises at which the Software is used or installed and shall provide Harris with escorted access to its Software. Harris shall provide Organization with reasonable notice of any such audit. 5. Ownership and Disposition of Documents (a) All materials and documents which were developed or prepared by Harris for general use and which are not the copyright of any other party or publicly available, including educational materials, the Software and any other computer applications, shall continue to be the property of Harris. The parties agree that no materials or documents are being created for Organization by Harris under this agreement as of the effective date. DocuSign Envelope ID: 34EBE594-B1C5-4461-8B2D-9CC7A1D93DFBDocuSign Envelope ID: 12E0C216-3D04-41AB-A622-214399BB50F4 Dec. 13, 2022 Item #8 Page 21 of 21