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C2019-035
Contract No. 2019-035 COOPERATIVE PURCHASING AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND PITNEY BOWES INC. THIS COOPERATIVE PURCHASING AGREEMENT (this "Agreement') is entered into as of December 20, 2018, between the Town of Fountain Hills, an Arizona municipal corporation (the "Town"), and Pitney Bowes Inc., a Delaware corporation (the "Contractor"). RECITALS A. After a competitive procurement process, the State of Arizona (the "State") entered into Master Agreement No. ADSPO 16-169897, dated August 31, 2017, and subsequently amended by Amendments No. 1 through 4 (collectively, the "State Contract'), for the Contractor to provide mailroom equipment, supplies, and maintenance. A copy of the State Contract is attached hereto as Exhibit A and incorporated herein by reference, to the extent not inconsistent with this Agreement. B. The Town is permitted, pursuant to Section 3-3-27 of the Town Code, to make purchases under the State Contract, at its discretion and with the agreement of the awarded Contractor, and the State Contract permits its cooperative use by other public entities, including the Town. C. The Town and the Contractor desire to enter into this Agreement for the purpose of (i) acknowledging their cooperative contractual relationship under the State Contract and this Agreement, (ii) establishing the terms and conditions by which the Contractor may provide the Town with a DM400C Digital Mailing System and related equipment, as more particularly set forth in Section 2 below (the "Mailing System") and (iii) setting the maximum aggregate amount to be expended pursuant to this Agreement related to the Mailing System. AGREEMENT NOW, THEREFORE, in consideration of the foregoing introduction and recitals, which are incorporated herein by reference, the following mutual covenants and conditions, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Town and the Contractor hereby agree as follows: 1. Term of Agreement. This Agreement shall be effective as of the date first set forth above and shall remain in full force and effect until December 20, 2019 (the "Initial Term"), unless terminated as otherwise provided in this Agreement or the State Contract. After the expiration of the Initial Term, this Agreement may be renewed for up to two successive one-year terms (each, a "Renewal Term") i£ (i) it is deemed in the best interests of the Town, subject to availability and appropriation of funds for renewal in each subsequent year, (ii) the term of the State Contract has not expired or has been extended, (iii) at least 30 days prior to the end of the then -current term of this Agreement, the Contractor requests, in writing, to extend this Agreement for an additional one-year term and (iv) the Town approves the additional one-year term in writing (including any price adjustments approved as part of the State Contract), as evidenced by the Town Manager's signature thereon, which approval may be withheld by the Town for any reason. The Contractor's failure to seek a renewal of this Agreement shall cause this Agreement to terminate at the end of the then -current term of this Agreement; provided, however, that the Town may, at its discretion and with the agreement of the Contractor, elect to waive this requirement and renew this Agreement. The Initial Term and any Renewal Term(s) are collectively referred to herein as the "Term." Upon renewal, the terms and conditions of this Agreement shall remain in full force and effect. 2. Scope of Work. Contractor shall provide to the Town the Mailing System under the terms and conditions of the State Contract and according to the specifications set forth in the NASPO ValuePoint FMV Lease Agreement (the "Lease Agreement") attached hereto as Exhibit B and incorporated herein by reference. 3. Inspection; Acceptance. The Mailing System is subject to final inspection and acceptance by the Town. A Mailing System failing to conform to the requirements of this Agreement and/or the State Contract will be held at Contractor's risk. If so returned, all costs are the responsibility of the Contractor. Upon discovery of a non -conforming Mailing System, the Town may elect to do any or all of the following by written notice to the Contractor: (i) waive the non-conformance; (ii) stop the work immediately; or (iii) bring Mailing System into compliance and withhold the cost of same from any payments due to the Contractor. 4. Compensation. The Town shall pay Contractor an aggregate amount not to exceed $10,000 for the Mailing System at the unit rates set forth in the State Contract and as more particularly set forth in the Lease Agreement attached hereto as Exhibit B. 5. Payments. The Town shall pay the Contractor quarterly, based upon acceptance and delivery of the Mailing System and upon submission and approval of invoices. Each invoice shall: (i) contain a reference to this Agreement and the State Contract and (ii) document and the Mailing System delivered and accepted to date. Additionally, invoices submitted without referencing this Agreement and the State Contract will be subject to rejection and maybe returned. 6. Records and Audit Rights. To ensure that the Contractor and its subcontractors are complying with the warranty under Section 7 below, Contractor's and its subcontractors' books, records, correspondence, accounting procedures and practices, and any other supporting evidence relating to this Agreement, including the papers of any Contractor and its subcontractors' employees who perform any work or services pursuant to this Agreement (all of the foregoing hereinafter referred to as "Records"), shall be open to inspection and subject to audit and/or reproduction during normal working hours by the Town, to the extent necessary to adequately permit evaluation of the Contractor's and its subcontractors' compliance with the Arizona employer sanctions laws referenced in Section 7 below. To the extent necessary for the Town to audit Records as set forth in this Section, Contractor and its subcontractors hereby waive any rights to keep such Records confidential. For the purpose of evaluating or verifying such actual or claimed costs or units expended, the Town shall have access to said Records, even if located at its subcontractors' facilities, from the effective date of this Agreement for the duration of the work 2 and until three years after the date of final payment by the Town to Contractor pursuant to this Agreement. Contractor and its subcontractors shall provide the Town with adequate and appropriate workspace so that the Town can conduct audits in compliance with the provisions of this Section. The Town shall give Contractor or its subcontractors reasonable advance notice of intended audits. Contractor shall require its subcontractors to comply with the provisions of this Section by insertion of the requirements hereof in any subcontract pursuant to this Agreement. 7. E-verify Requirements. To the extent applicable under ARIZ. REV. STAT. § 41- 4401, the Contractor and its subcontractors warrant compliance with all federal immigration laws and regulations that relate to their employees and their compliance with the E-verify requirements under ARIZ. REV. STAT. § 23-214(A). Contractor's or its subcontractors' failure to comply with such warranty shall be deemed a material breach of this Agreement and may result in the termination of this Agreement by the Town. 8. Israel. Contractor certifies that it is not currently engaged in and agrees for the duration of this Agreement that it will not engage in a "boycott," as that term is defined in ARIZ. REV. STAT. § 35-393, of Israel. 9. Conflict of Interest. This Agreement may be canceled by the Town pursuant to ARiz. REV. STAT. § 38-511. 10. Applicable Law, Venue. This Agreement shall be governed by the laws of the State of Arizona and a suit pertaining to this Agreement may be brought only in courts in Maricopa County, Arizona. 11. Agreement Subject to Appropriation. The Town is obligated only to pay its obligations set forth in this Agreement as may lawfully be made from funds appropriated and budgeted for that purpose during the Town's then current fiscal year. The Town's obligations under this Agreement are current expenses subject to the "budget law" and the unfettered legislative discretion of the Town concerning budgeted purposes and appropriation of funds. Should the Town elect not to appropriate and budget funds to pay its Agreement obligations, this Agreement shall be deemed terminated at the end of the then -current fiscal year term for which such funds were appropriated and budgeted for such purpose and the Town shall be relieved of any subsequent obligation under this Agreement. The parties agree that the Town has no obligation or duty of good faith to budget or appropriate the payment of the Town's obligations set forth in this Agreement in any budget in any fiscal year other than the fiscal year in which this Agreement is executed and delivered. The Town shall be the sole judge and authority in determining the availability of funds for its obligations under this Agreement. The Town shall keep Contractor informed as to the availability of funds for this Agreement. The obligation of the Town to make any payment pursuant to this Agreement is not a general obligation or indebtedness of the Town. Contractor hereby waives any and all rights to bring any claim against the Town from or relating in any way to the Town's termination of this Agreement pursuant to this section. 12. ConflictingTerms. erms. In the event of any inconsistency, conflict or ambiguity among the terms of this Agreement, the State Contract, the Lease Agreement, and invoices, the documents shall govern in the order listed herein. Notwithstanding the foregoing, and in conformity with Section 2 above, unauthorized exceptions, conditions, limitations or provisions in conflict with the terms of this Agreement or the State Contract (collectively, the "Unauthorized Conditions"), other 3 than the Town's project -specific requirements, are expressly declared void and shall be of no force and effect. Acceptance by the Town of any work order or invoice containing any such Unauthorized Conditions or failure to demand full compliance with the terms and conditions set forth in this Agreement or under the State Contract shall not alter such terms and conditions or relieve Contractor from, nor be construed or deemed a waiver of, its requirements and obligations in the performance of this Agreement. 13. Rights and Privileges. To the extent provided under the State Contract, the Town shall be afforded all of the rights and privileges afforded to the State and shall be the "State" (as defined in the State Contract) for the purposes of the portions of the State Contract that are incorporated herein by reference. 14. Indemnification; Insurance. In addition to and in no way limiting the provisions set forth in Section 13 above, the Town shall be afforded all of the insurance coverage and indemnifications afforded to the State to the extent provided under the State Contract, and such insurance coverage and indemnifications shall inure and apply with equal effect to the Town under this Agreement including, but not limited to, the Contractor's obligation to provide the indemnification and insurance. In any event, the Contractor shall indemnify, defend and hold harmless the Town and each council member, officer, employee or agent thereof (the Town and any such person being herein called an "Indemnified Party"), for, from and against any and all losses, claims, damages, liabilities, costs and expenses (including, but not limited to, reasonable attorneys' fees, court costs and the costs of appellate proceedings) to which any such Indemnified Party may become subject, under any theory of liability whatsoever ("Claims"), insofar as such Claims (or actions in respect thereof) relate to, arise out of, or are caused by or based upon the negligent acts, intentional misconduct, errors, mistakes or omissions, in connection with the work or services of the Contractor, its officers, employees, agents, or any tier of subcontractor in the performance of this Agreement. 15. Notices and Requests. Any notice or other communication required or permitted to be given under this Agreement shall be in writing and shall be deemed to have been duly given if (i) delivered to the party at the address set forth below, (ii) deposited in the U.S. Mail, registered or certified, return receipt requested, to the address set forth below or (iii) given to a recognized and reputable overnight delivery service, to the address set forth below: If to the Town: Town of Fountain Hills 16705 East Avenue of the Fountains Fountain Hills, Arizona 85268 Attn: Grady E. Miller, Town Manager With copy to: Pierce Coleman PLLC 4711 E. Falcon Drive, Suite I I I Mesa, Arizona 85215 Attn: Aaron D. Arnson, Town Attorney If to Contractor: Pitney Bowes Inc. 3001 Summer Street Stamford, CT 06926 Attn: Arthur E. Adams, Director of Contract Compliance C! or at such other address, and to the attention of such other person or officer, as any party may designate in writing by notice duly given pursuant to this subsection. Notices shall be deemed received: (i) when delivered to the party, (ii) three business days after being placed in the U.S. Mail, properly addressed, with sufficient postage or (iii) the following business day after being given to a recognized overnight delivery service, with the person giving the notice paying all required charges and instructing the delivery service to deliver on the following business day. If a copy of a notice is also given to a party's counsel or other recipient, the provisions above governing the date on which a notice is deemed to have been received by a party shall mean and refer to the date on which the party, and not its counsel or other recipient to which a copy of the notice may be sent, is deemed to have received the notice. [SIGNATURES APPEAR ON FOLLOWING PAGES] 5 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date and year first set forth above. "Town" TOWN OF FOUNTAIN HILLS, an Arizona Municipal Corporation Grady E. Mill ,Town anager ATTEST: APPROVED AS TO FORM: 42 Z6�� Aaron D. Arnson, Town Attorney (ACKNOWLEDGEMENT) STATE OF ARIZONA ) ) ss. COUNTY OF MARICOPA ) On 10 1 3t 18 , 2018, before me personally appeared Grady E. Miller, the Town Manager of the TOWN OF FOUNTAIN HILLS, an Arizona municipal corporation, whose identity was proven to me on the basis of satisfactory evidence to be the person who he claims to be, and acknowledged that he signed the above document, on behalf of the Town of Fountain Hills. E4PAULA L. WOODWAR� moo pw* • state of Arlwna MARICOPA COUNTY Conm9aaion * 550131 • ExpwaAupust 18, 2022 (Affix notary seal here) ('A.kI.N omo�tk Notary Public [SIGNATURES CONTINUE ON FOLLOWING PAGE] 0 "Contractor" PITNEY BOWES INC., a Delaware corporation By: i\, Name: I LNNIJ (/J 2� Its: &3 1 �y � (ACKNOWLEDGEMENT) STATE OF ) ss.��".�� COUNTY OF On }��p� c33��, 2018, before me personally appeared C --\ \.tlK1t'✓-, , the N:GP. of PITNEY BOWES INC., a Delaware corporation, whose identity was proven to me on the basis of satisfactory evidence to be the person who he claims to be, and acknowledged that he signed the above document, on behalf of the Pitney Bowes, Inc. (Affix notary seal here) Notary Public FAITH C. SANTIAGO NOTARYPUBLIC MY COMMISSION EXPIRES DEC, 31, 2019 7 EXHIBIT A TO COOPERATIVE PURCHASING AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND PITNEY BOWES INC. [State Contract] See following pages. The State of Arizona State Procurement Office In conjunction with NASPO Valuehint Request for Proposals Arizona Solicitation Number ADSP016-00006328 NASPO ValuePoint Master Agreement for Mailroom Equipment, Supplies and Maintenance (Enter Solicitation Posting Date) 1 1 Page (Rev 06-05-15) Table of Contents RFP Administrative Information Section 1 General Information Section 2 Solicitation Requirements, Information and Instructions to Offerors Section 3 Statement of Work Section 4 NASPO ValuePoint Master Agreement Statement of Compliance Section 5 Price and Cost Proposal Section 6 NASPO ValuePoint Master Agreement Terms and Conditions Section 7 Lead State (State of Arizona) Terms & Conditions 7.1 State of Arizona Special Terms and Conditions 7.2 State of Arizona Uniform Terms and Conditions Attachment A Capacity of Offerors Questionnaire Attachment B Key Personnel Form Attachment C Pricing Sheets C-1 Pricing Scenarios Attachment D Authorized Dealers Form Attachment E Offer and Acceptance Form Attachment F Designation of Confidential, Trade Secret & Proprietary Information Attachment G References Attachment H NASPO ValuePoint Detailed Sales Reporting Template Attachments I — Y Additional Participating States' Terms and Conditions 2 1 Page (Rev 06-05-15) RFP Administrative Information RFP Title: RFP Project Description: (See Section 1.1) RFP Lead: (See Section 1.2) Submit electronically via IPRO: (See Section 2.4) Pre -Proposal Conference: Pre -Proposal Conference Location: (See Section 2.1) Deadline to Receive Questions: (See Section 2.2) Question & Answers: See Section 2.2) RFP Closing Date: (See Section 1.3) Initial Term of Contract and Renewals: (Section 7.1, subsection b) Mailing Equipment, Supplies and Maintenance The State of Arizona in conjunction with NASPO ValuePoint, is seeking Contractor(s) to provide a multi- state, contract for the purchase of Mailing Equipment, Services, and Support. Contract Lead: Christopher Lacey Agency Name: Arizona State Procurement Office Agency Address: 100 N 15th Ave City, State, Zip: Phoenix, Arizona 85007 Contract Lead email: christopher.lacey(a)azdoa.gov Contact Phone: 602-542-7600 Electronic Submission https:Hprocu re.az.gov Doesn't Apply 100 N 151h Ave Suite 201 Phoenix, Arizona 85007 10/18/2016 All questions, including those about Terms and Conditions, must be submitted through https:Hprocure.az.gov. Questions must be submitted by the question deadline date See IPRO Header Document The initial term of the Contract will be two (2) years with the option, upon mutual written agreement, for any combination of full or partial year renewals up to 36 months. Upon mutual agreement, the contract may be extended or amended. TAKE NOTE OF THE 0.25% NASPO VALUEPOINT ADMINISTRATIVE FEE DETAILED IN PARAGRAPH 6 OF THE NASPO VALUEPOINT STANDARD TERMS AND CONDITIONS, WHICH MUST BE INCORPORATED INTO YOUR BASE PRICE. OTHER STATES, INCLUDING THE STATE OF ARIZONA, MAY NEGOTIATE ADDITIONAL ADMINISTRATIVE FEES IN THEIR PARTICIPATING AMENDMENTS FOLLOWING AWARD OF A MASTER AGREEMENT. 3 1 Page (Rev 06-05-15) REQUEST FOR PROPOSAL Mailing Equipment, Supplies and Maintenance Solicitation # ADSP016-00006328 Section 1: NASPO ValuePoint Solicitation - General Information 1.1. Purpose The State of Arizona, State Procurement Office is requesting proposals for Mailroom Equipment, Supplies and Maintenance in furtherance of the NASPO ValuePoint Cooperative Purchasing Program. The purpose of this Request for Proposals (RFP) is to establish Master Agreements with qualified offerors to provide Mailing Equipment, Supplies and Maintenance, in all applicable volume ranges from ultra -low volume through production environment equipment, to include a wide scope of products to meet the mailing needs for all Participating States. The objective of this RFP is to obtain best value, and achieve more favorable pricing, than is obtainable by an individual state or local government entity because of the collective volume of potential purchases by numerous state and local government entities. The Master Agreement(s) resulting from this procurement may be used by state governments (including departments, agencies, institutions), institutions of higher education, political subdivisions (e.g., colleges, school districts, counties, cities, etc.), the District of Columbia, territories of the United States, and other eligible entities subject to approval of the individual state procurement director and compliance with local statutory and regulatory provisions. The initial term of the master agreement shall be two (2) years with renewal provisions as outlined in Section 6 of the NASPO ValuePoint Master Terms and conditions. It is anticipated that this RFP may result in Master Agreement awards to multiple contractors, in the Lead State's discretion. This RFP is designed to provide interested Offerors with sufficient information to submit proposals meeting minimum requirements, but is not intended to limit a proposal's content or exclude any relevant or essential data. Offerors are encouraged to expand upon the specifications to add service and value consistent with state requirements. This solicitation is a replacement for the expiring Master Agreement for the State of Arizona and NASPO ValuePoint. 1.2. Lead State, Solicitation Number and Lead State Contract Administrator The State of Arizona, State Procurement Office is the Lead State and issuing office for this document and all subsequent Amendments relating to it. This solicitation (RFP) is a competitive process, in accordance with the Arizona Procurement Code available at https:Hspo.az.gov/. The Arizona Procurement Code is a compilation in one place of 4 1 Page (Rev 06-05-15) Arizona Revised Statues (ARS) 41-2501 et seq. and administrative rules and regulations A.A.C. R2-7-1010 et seq. The solicitation # ADSPO16-00006328 must be referred to on all proposals, correspondence, and documentation relating to this RFP. The Lead State Contract Administrator identified below is the single point of contact during this procurement process. Offerors and interested persons shall direct to the Lead State Contract Administrator all questions concerning the procurement process, technical requirements of this RFP, contractual requirements, requests for brand approval, changes, clarifications, and protests, the award process, and any other questions that may arise related to this solicitation and the resulting Master Agreement. The Lead State Contract Administrator designated by the State of Arizona, State Procurement Office is: Christopher Lacey, State Wide Procurement Manager State of Arizona, State Procurement Office 100 N. 15th Avenue Phoenix, Arizona 85007 christopher.lacey@azdoa.gov 602-542-7165 phone/602-542-551 1 fax 1.3 Schedule of Events Anticipated Solicitation Release: Week of Sept 1 gth 2016 Anticipated Pre -Proposal Conference: Does Not Apply Anticipated Question Deadline: 11/8/2016 Anticipated Closing Date and Time: 11/15/2016 Anticipated Award Date: 1/11/2017 All times are Mountain Standard time unless indicated otherwise. 1.4. Definitions The following definitions apply to this solicitation. Section 6 also contains definitions of terms used in this solicitation and the NASPO ValuePoint Master Agreement terms and conditions. Lead State means the State conducting this cooperative procurement, evaluation, and award. Offeror means the company or firm who submits a proposal in response to this Request for Proposal. Proposer has the same meaning as Offeror Proposal means the official written response submitted by an Offeror in response to this Request for Proposal. "Request for Proposals" or "RFP" means the entire solicitation document, including all parts, sections, exhibits, attachments, and Amendments. 5 1 Page (Rev 06-05-15) 1.5. NASPO ValuePoint Background Information NASPO ValuePoint (formerly known as WSCA-NASPO) is a cooperative purchasing program of all 50 states, the District of Columbia and the territories of the United States. The Program is facilitated by the NASPO Cooperative Purchasing Organization LLC, a nonprofit subsidiary of the National Association of State Procurement Officials (NASPO), doing business as NASPO ValuePoint. NASPO is a non-profit association dedicated to strengthening the procurement community through education, research, and communication. It is made up of the directors of the central purchasing offices in each of the 50 states, the District of Columbia and the territories of the United States. NASPO ValuePoint facilitates administration of the cooperative group contracting consortium of state chief procurement officials for the benefit of state departments, institutions, agencies, and political subdivisions and other eligible entities (i.e., colleges, school districts, counties, cities, some nonprofit organizations, etc.) for all states, the District of Columbia, and territories of the United States. For more information consult thefollowing websites www.naspovaluepoint.om and www.naspo.org. 1.6. Participating States In addition to the Lead State conducting this solicitation, the following Participating States have requested to be named in this RFP as potential users of the resulting Master Agreement: (Enter States with Signed Intent to Participate Document). Other entities may become Participating Entities after award of the Master Agreement. Some States may have included special or unique terms and conditions for their state that will govern their state Participating Addendum. These terms and conditions are being provided as a courtesy to proposers to indicate which additional terms and conditions may be incorporated into the state Participating Addendum after award of the Master Agreement. The Lead State will not address questions or concerns or negotiate other States' terms and conditions. The Participating States shall negotiate these terms and conditions directly with the supplier. State -specific terms and conditions are included in Attachments I-Y. 1.7. Anticipated Usage Attachment "Mailing Equipment Estimated Usage" contains anticipated usage from additional states who have indicated an interest in participating. No minimum or maximum level of sales volume is guaranteed or implied. 6 1 Page (Rev 06-05-15) Section 2: Solicitation Requirements, Information and Instructions to Offerors 2.1. Pre -Offer Conference A Pre -Offer Conference will be held at the time and place indicated in the solicitation's "Pre -Bid Conference" field as found within the State of Arizona's e- procurement system ProcureAZ (https://procure.az.-gov); attendance is not required. The purpose of this conference will be to clarify the contents of the solicitation in order to prevent any misunderstanding of the State of Arizona's position. Any doubt as to the requirements of the solicitation or any apparent omission or discrepancy should be presented to the State of Arizona at the conference. The State of Arizona will then determine the appropriate action necessary, if any, and issue a written amendment to the solicitation if required. Oral statements or instructions will not constitute an amendment to the solicitation. Persons with a disability may request a reasonable accommodation, such as a sign language interpreter, or this document in an alternative format, by contacting the State of Arizona's Procurement Office listed on page 3. Requests should be made as early as possible to allow sufficient time to arrange for accommodation. 2.2. Inquiries 2.2.1 Solicitation Contact Person. Any inquiry related to this Solicitation, including any requests for inquiries regarding standards referenced in the Solicitation, shall be directed solely to the State of Arizona's Procurement Officer. 2.2.2 Submission of Inquiries. All inquiries to the State of Arizona's Procurement Officer related to the Solicitation are required to be submitted in the State of Arizona's E-Procurement System, ProcureAZ (https://procure.az.gov). All interested Proposers shall utilize the Q&A functionality provided through ProcureAZ (https:Hprocure.az.gov). All responses to inquiries will be answered in the State's eProcurement system. Any inquiry related to the Solicitation should reference the appropriate solicitation page and paragraph number. 2.2.3 Duty to Examine. It is the responsibility of each Offeror to examine the entire Solicitation, seek clarification in writing (inquiries), and examine its Offer for accuracy before submitting an Offer. Lack of care in preparing an Offer shall not be grounds for modifying or withdrawing the Offer after the Offer due date and time. 2.2.4 Timeliness. Any inquiry or exception to the Solicitation shall be submitted as soon as possible and should be submitted at least seven days before the offer due date and time for review and determination by the State of Arizona. Failure to do so may result in the inquiry not being considered for a solicitation amendment. 2.2.5 No Right to Rely on Verbal or Electronic Mail Responses. An Offeror shall not rely on verbal or electronic mail responses to inquiries. A verbal or electronic mail reply to an inquiry does not constitute a modification of the solicitation. 7 1 Page (Rev 06-05-15) 2.3. Preparation of Proposals 2.3.1 Electronic Documents. This solicitation document is provided in an electronic format. Any unidentified alteration or modification to any solicitation documents, to any attachments, exhibits, forms, charts or illustrations contained herein shall be null and void. In those instances, where modifications are identified, the original document published by the State of Arizona shall take precedence. Offerors are responsible for clearly identifying any and all changes or modifications to any solicitations document upon submission to the State of Arizona. 2.3.2 Attachment Formats. All attachments shall be submitted in a format acceptable to the State. Acceptable formats include .doc (Microsoft Word document), .xIs (Microsoft Excel spreadsheet), and .pdf (Adobe Acrobat portable document format). Prospective offerors that wish to submit attachments in other formats shall submit an inquiry to the Procurement Officer. 2.3.3 Confidential. Protected or Proprietary Information. All information identified in the "Confidential" section shall be subject to review by the Lead State in accordance with the procedures prescribed by the Lead State's open records statute, freedom of information act, or similar law. M1 If a person believes that any portion of a proposal, bid, offer, specification, protest or correspondence contains a trade secret or other proprietary information that should be withheld, the Offeror shall clearly designate the trade secret and other proprietary information, using the term "Confidential" and, the State of Arizona's Procurement Officer shall be so advised in writing. An Offeror shall provide a statement detailing the reasons why the information should not be disclosed including the specific harm or prejudice that may arise upon disclosure. Such material shall be identified as "Confidential" wherever it appears. Until a written determination is made, the State of Arizona's Procurement Officer shall not disclose information designated as "Confidential" except to those individuals deemed to have a legitimate State interest. In the event the State of Arizona's Procurement Officer denies the request for confidentiality, the Offeror may appeal the determination to the State of Arizona's Procurement Administrator within the time specified in the written determination. The State of Arizona, pursuant to A.C.R.R. R2-7-104, shall review all requests for confidentiality and provide a written determination. If the confidential request is denied, such information shall be disclosed as public information, unless the person, utilizes the `Protest' provision as noted in §41-2616. Contract terms and conditions, pricing, and information generally available to the public are not considered confidential information. 2332 All Confidential, Protected or Proprietary information must be included in one section of your response. Do not incorporate 8 1 Page (Rev 06-05-15) Confidential, Protected or Proprietary information throughout the Proposal. 2.3.3.2.1 In the event that a limited amount of "Confidential, Protected or Proprietary" information is deemed necessary by the Offeror to respond to solicitation, any such information must be included in a separate section of the Offeror's proposal response which is clearly marked as "Confidential". In addition, provide a reference in the proposal response directing reader to the specific area of this protected information section. 2.3.3.2.2 Offerors should be aware that marking any portion of an Offer as "Confidential", may exclude the Offer from evaluation or consideration for award. 2.3.3.2.3 Elements of the proposal that define the contractual requirements, such as approaches to the statement of work, prices, and schedule, may not be marked as "Confidential". Proposals not complying with these instructions for identification and segregation of confidential and proprietary information may be rejected. 2.3.3.2.4 Information included in the "Confidential" section of an Offeror's proposal is not automatically accepted and protected. 2.3.4 Exceptions to Terms and Conditions. All exceptions included with the Offer shall be submitted in the State of Arizona's eProcurement system in a clearly identified separate section of the Offer in which the Offeror clearly identifies the specific paragraphs of the Solicitation where the exceptions occur. Any exceptions not included in such a section shall be without force and effect in any resulting Contract unless such exception is specifically accepted by the State of Arizona's Procurement Officer in a written statement. An Offeror shall provide a statement detailing a justification for each exception item request. The Offeror's preprinted or standard terms will not be considered by the State of Arizona as part of any resulting Contract. All exceptions that are contained in the Offer may negatively impact an Offeror's susceptibility for award. An Offer that takes exception to any material requirement of the solicitation may be rejected. 9 1 Page (Rev 06-05-15) 2.3.5 Evidence of Intent to be Bound. The Offer and Acceptance form within the Solicitation shall be submitted with the Offer in the State of Arizona's eProcurement system and shall include a signature by a person authorized to sign the Offer. The signature shall signify the Offeror's intent to be bound by the Offer and the terms of the Solicitation and that the information provided is true, accurate and complete. The Offer and Acceptance Form shall be submitted electronically with the submitted Offer no later than the Offer due date and time. Failure to return an Offer and Acceptance Form may result in rejection of the offer. 2.3.6 Subcontractors. Offerors shall clearly list any proposed subcontractors. Include with their list of proposed subcontractors: • Subcontractor's contact information; Subcontractor's certifications and or licenses required for the performance of the Contract; and, Subcontractor's proposed responsibilities under the Offeror's proposal. 2.3.7 Cost of Offer Preparation. The State of Arizona will not reimburse any Offeror the cost of responding to a Solicitation. 2.3.8 Federal Excise Tax. The State of Arizona is exempt from certain Federal Excise Tax on manufactured goods. Exemption Certificates will be provided by the State. 2.3.9 Identification of Taxes in Offer. The State of Arizona is subject to all applicable state and local transaction privilege taxes. If the products and/or services specified require transaction privilege or use taxes or other applicable taxes, they shall be described and itemized separately on the Offer. Arizona transaction privilege tax shall not be considered for evaluation. 2.3.10 Disclosure. If the person submitting this Offer has been debarred, suspended or otherwise lawfully precluded from participating in any public procurement activity, including being disapproved as a subcontractor with any federal, state or local government, or if any such preclusion from participation from any public procurement activity is currently pending, the Offeror shall fully explain the circumstances relating to the preclusion or proposed preclusion in the Offer. The Offer shall set forth the name and address of the governmental unit, the effective date of the suspension or debarment, the duration of the suspension or debarment, and the relevant circumstances relating to the suspension of debarment. If suspension or debarment is currently pending, a detailed description of all relevant circumstances including the details enumerated above shall be provided. 10 1 Page (Rev 06-05-15) 2.3.11 Unit Price Prevails. In the case of discrepancy between the unit price or rate and the extension of that unit price or rate, the unit price or rate shall govern. 2.3.12 Contract Payment Terms. Offerors must indicate the prompt payment terms that they will offer to the State (for example: 2/10 Net 30; 2/15 Net 30, etc.) At a minimum, offeror's payment terms shall comply with the requirements of A.R.S. Titles 35 and 41, Net 30 days. 2.3.13 Prompt Payment Discount. Prompt payment discounts of thirty (30) days or more set forth in an Offer shall be deducted from the Offer for the purpose of evaluating that price. 2.3.14 Delivery. Unless stated otherwise in the Solicitation, all prices shall be F.O.B. Destination and shall include all freight, delivery and unloading at the destination(s). 2.3.15 Federal Immigration and Nationality Act. By signing of the Offer, the Offeror warrants that both it and all proposed subcontractors are in compliance with federal immigration laws and regulation (FINA) relating to the immigration status of their employees. The State of Arizona may, at its sole discretion require evidence of compliance during the evaluation process. Should the State of Arizona request evidence of compliance, the Offeror shall have five days from receipt of the request to supply adequate information. Failure to comply with this instruction or failure to supply requested information within the timeframe specified shall result in the Offer not being considered for contract award. 2.3.16 Offshore Performance of Work Prohibited. Any services that are described in the specifications or scope of work that directly serve the State of Arizona or its clients and involve access to secure or sensitive date or personal client data shall be performed within the defined territories of the United States. Unless specifically stated otherwise in the specifications, this paragraph does not apply to indirect or 'overhead' services, redundant back-up services or services that are incidental to the performance of the contract. This provision applies to work performed by subcontractors at all tiers. Offerors shall declare all anticipated offshore services in the Offer. 2.4. Submission of Offer 2.4.1 Offer Submission, Due Date, and Time. Offers in response to this solicitation shall be submitted within the State's e- Procurement system, ProcureAZ (https://procure.az.gov). Offers shall be received before the date/time listed in the solicitation's `Bid Opening Date' field. Offers submitted outside of ProcureAZ, or those that are received on or after the date/time stated in the `Bid Opening Date' field, shall be rejected. Questions about the submission date and/or time shall be directed to the 111 Page (Rev 06-05-15) State of Arizona's Procurement Officer or to the ProcureAZ Help Desk (procure@azdoa.gov or 602.542.7600). 2.4.2 Offer Amendment or Withdrawal. An Offer may not be amended or withdrawn after the offer due date and time except as otherwise provided under applicable law. 2.4.3 Electronic Submission of Offer. 24.3.1 The successful submission of your offer in ProcureAZ is critical in order for it to be completely/properly received and evaluated. Prior review of the guides available via https:Hprocure.az.gov and on https://spo.az.gov/ "Vendor Resources" tab can be of assistance in understanding the electronic submission process. 2432 The Lead State (State of Arizona) accepts no responsibility for a prospective Offeror not receiving solicitation documents and/or revisions to the solicitation. It is the responsibility of the prospective Offeror to monitor their emails for such notices and to monitor ProcureAZ (https://procure.az.gov) to obtain RFP addenda or other information relating to the RFP. 2.4.4 Non -collusion, Employment, and Services. By signing the Offer and Acceptance form or other official contract form, the Offeror certifies that: 24.4.1 The Offeror did not engage in collusion or other anti- competitive practices in connection with the preparation or submission of its Offer; and, 24.42 The Offeror does not discriminate against any employee or applicant for employment or person to whom if provides services because of race, color, religion, sex, national origin, or disability, and that it complies with applicable federal, state and local laws and executive orders regarding employment. 2.4.5 Waiver and Resection Rights: Notwithstanding any other provision of the Solicitation, the State reserves the right to: 24.51 Waive any minor informality; 24.52 Reject any and all Offers or portions thereof; or, 24.5.3 Cancel the Solicitation. If the Lead State (State of Arizona) determines such action to be in the collective best interests of Participating States, this solicitation may be canceled at any time, up until the time of award of the MasterAgreement(s). 2.4.6 A responsive, responsible Offeror shall submit thefollowing: 12 1 Page (Rev 06-05-15) 24.6.1 Offer and Acceptance. Offers shall include a signed Offer and Acceptance form. The Offer and Acceptance form shall be signed with a signature by the person authorized to sign the Offer, and shall be submitted in the State of Arizona's eProcurement system with the Offer no later than the Solicitation due date and time. Failure to return an Offer and Acceptance form may result in rejection of the Offer. 24.62 Acknowledgement of Solicitation Amendments. Offeror shall acknowledge Solicitation Amendments electronically in ProcureAZ (https://procure.az.gov) no later than the Offer due date and time. Failure to acknowledge all/any Solicitation Amendment may result in rejection of the Offer. 2.4.6.2.1 Alternately to the electronic acknowledgement in ProcureAZ, the Offeror can attach a counter -signed copy of each Amendment in ProcureAZ as part of their Offer. 24.63 Offer Forms: Offerors shall include the following Offer Forms, completed accurately, in the format provided and according to the instructions. Failure to follow Offer Form instructions may result in rejection of Offer. 2.4.6.3.1 Attachment A — Capacity of Offerors Questionnaire - Submit a response addressing each item in Attachment A — Capacity of Offeror — The narrative response to this questionnaire shall be uploaded as an attachment in ProcureAZ. 2.4.6.3.2 Attachment B — Key Personnel Form. Complete and submit the Key Personnel form in accordance with the instructions. 2.4.6.3.3 Attachment C & C-1 - Pricing and Pricing Scenario Workbooks Attachments are located under the Attachments Tab within ProcureAZ. and must be submitted 24.6.3.3.1 Attachment C — Pricing Excel Workbook (attached in the Attachments Tab with Procure.Az.gov). Complete and submit the Pricing Workbook in accordance with the instructions 13 1 Page (Rev 06-05-15) highlighted on the Pricing Worksheets. 24.6.3.32 Attachment C1 — Pricing Scenarios Sheet (attached in the Attachments Tab with Procure.Az.gov). Complete and submit the Pricing Scenario Workbook in accordance with the instructions highlighted on the Pricing Scenario Worksheets. 2.4.6.3.4 Attachment D — Authorized Dealers Form - Must be completed and submitted in ProcureAZ. 2.4.6.3.5 Attachment E - Offer and Acceptance Form Must be completed, signed/dated and submitted in ProcureAZ. 2.4.6.3.6 Attachment F - Designation of Confidential, Trade Secret & Proprietary Information. Must be completed, signed/dated and submitted in ProcureAZ. 2.4.6.3.7 Attachment G — References Must be completed (all references must be verifiable), signed/dated and submitted in ProcureAZ. 2.5. References and Experience The Offeror agrees that by submitting an Offer, the State of Arizona or its designated agent may contact any entities listed in the Offer or any entities known to have a previous business relationship with the Offeror for the purpose of obtaining references relative to past performance and verifying experience or other information submitted with the Offer. In addition, by submitting an Offer, the Offeror is agreeing to give permission to the entity to provide information and the Offeror will take whatever action is necessary to facilitate, encourage or authorized the release of information, if necessary, the Offeror shall sign a release to obtain information. 2.6 Responsibility In accordance with A.R.S. §41-2534(G), A.A.C. R2-7-312 and R2-7-C316, the State of Arizona shall consider, at a minimum, the following in determining Offeror's responsibility, as well, as the Offeror's responsiveness and acceptability for contract award. 14 1 Page (Rev 06-05-15) 2.6.1 Whether the Offeror has had a contract within the last five (5) years that was terminated for cause due to breach or similar failure to comply with the terms of the contract; 2.6.2 Whether the Offeror's record of performance includes factual evidence of failure to satisfy the terms of the Offeror's agreements with any party to a contract. Factual evidence may consist of documented vendor performance reports, customer complaints and/or negative references; 2.6.3 Whether the Offeror is legally qualified to contract with the State of Arizona and the Offeror's financial, business, personnel, or other resources, including subcontractors; 2.6.3.1 Legally qualified includes if the vendor or if key personnel have been debarred, suspended or otherwise lawfully prohibited from participating in any public procurement activity, including but not limited to, being disapproved as a subcontractor of any public procurement unit or other governmental body. 2.6.4 Whether the Offeror promptly supplied all requested information concerning its responsibility; 2.6.5 Whether the Offer was sufficient to permit evaluation by the State of Arizona, in accordance with the evaluation criteria identified in this Solicitation or other necessary offer components. Necessary offer components include: attachments, documents orforms to be submitted with the offer, an indication of the intent to be bound, reasonable or acceptable approach to perform the Scope of Work, signed Solicitation Amendments, references to include experience verification, adequacy of financial/business/personal or other resources to include a performance bond and stability including subcontractors and any other data specifically requested in the Solicitation; 2.6.6 Whether the Offer was in conformance with the requirements contained in the Scope of Work, Terms and Conditions, and Instructions for the Solicitation and its Amendments, including the documents incorporated by reference; 2.6.7 Whether the Offer limits the rights of the State; 2.6.8 Whether the Offer includes or is subject to unreasonable conditions, to include conditions upon the State of Arizona or necessary for successful Contract performance. The State of Arizona shall be the sole determiner as to the reasonableness of a condition; 15 1 Page (Rev 06-05-15) 2.6.9 Whether the Offer materially changes the contents set forth in the Solicitation, which includes the Scope of Work, Terms and Conditions, or Instructions; and, 2.6.10 Whether the Offeror provides misleading or inaccurate information. 2.7. Responsiveness and Acceptability Proposals that do not contain information sufficient to evaluate the proposal in accordance with the factors identified in the solicitation or other necessary proposal components may not be considered responsive and/or acceptable. Necessary components include an indication of the Offeror's intent to be bound, price proposal, solicitation amendments, bond and reference data as required. Proposal Content. The Offeror shall make a firm commitment to provide services as required and proposed. The material contained in the Offer shall be relevant to the service requirements stated in the solicitation. It is to be submitted in a sequence that reflects the scope of work section of this document. It is to include information relevant to the designated evaluation criteria. Failure to include the requested information may have a negative impact on the evaluation of the Offeror's proposal. 2.8. Opening Proposals received by the correct time and date will be opened and the name of each Offeror will be publicly available through the State of Arizona's eProcurement system (https://procure.az.gov). Proposals will not be available on the eProcurement system until after contract award. 2.9. Offer Acceptance Period Responses to this RFP, including proposed costs, will be considered firm for one hundred and eighty (180) days after the proposal due date and time. 2.10. Clarifications Upon receipt and opening of proposals submitted in response to this solicitation, the State may request oral or written clarifications, including demonstrations or questions and answers, for the sole purpose of information gathering or for eliminating minor informalities or correcting nonjudgmental mistakes in proposals. Clarifications shall not otherwise afford Offerors the opportunity to alter or change their proposal. 2.11 Oral Presentations The State of Arizona may request oral presentations. If requested, the Offeror shall be available for oral presentations with no more than ten (10) business days' advance notice. Participants in the oral presentations should include the Offeror's 16 1 Page (Rev 06-05-15) key persons. Such oral presentations shall not otherwise afford an Offeror the opportunity to alter or change its Offer. 2.12. Evaluation In accordance with the Arizona Procurement code A.R.S. § 41-2534, awards shall be made to the responsible Offeror(s) whose proposal is determined in writing to be the most advantageous to the State based upon the evaluation criteria listed below. The evaluation factors are listed in their relative order of importance: 1. Capacity of Offeror, Key Personnel 2. Cost 3. Exceptions to the Terms and Conditions Exceptions to the Terms and Conditions, may impact an Offeror's susceptibility for award. Confidential or Proprietary Information 2.13 Discussions In accordance with A.R.S. § 41-2534, after the initial receipt of proposals, the State may conduct discussions with those Offerors who submit proposals determined by the State to be reasonably susceptible of being selected for award. 2.14. Best and Final Offer (BAFO) If discussions are conducted, the State of Arizona shall issue a written request for Best and Final Offers (BAFO's). The request shall set forth the date, time and place for the submission of BAFO's. BAFO's shall be requested only once; unless, the State of Arizona makes a determination that it is advantageous to conduct further discussions. 2.15 Contract Award Award of a contract will be made to the most responsive and responsible Offeror(s) whose proposal is determined to be the most advantageous to the State of Arizona based on the evaluation criteria set forth in the solicitation. 2.15.1 Number of Types of Awards. 2.15.1.1 The Lead State (State of Arizona) reserves the right to make a single award, multiple awards or to award a Contract by individual line items or alternatives, by group of line items or alternatives, or to make an aggregate award, or regional awards, whichever the Lead State (State of Arizona) determines is most advantageous to the collective best interest of the Participating States. 2.15.1.2 Each State reserves the right to enter into a single Participating Addendum (PA) or enter into multiple 17 1 Page (Rev 06-05-15) PAs, whichever is most advantageous to the Participating State. 2.15.2 Contract Inception. An Offer does not constitute a Contract nor does it confer any rights on the Offeror to the award of a Contract. A Contract is not created until the Offer is accepted in writing by the State of Arizona's Procurement Officer's signature on the Offer and Acceptance form. A notice of award or of the intent to award shall not constitute acceptance of the Offer. 2.16 Public Record All Proposals submitted in response to this Request for Proposal shall become the property of the State of Arizona and shall become a matter of Public Record available for review and must be retained by the State of Arizona for six years. Offers shall be open and available to public inspection through the State of Arizona's eProcurement system after Contract award, except for such Offers deemed to be confidential by the State of Arizona. 2.17 Protests A protest shall comply with and be resolved according to Arizona Revised Statutes Title 41, Chapter 23, Article 9 and rules adopted there under. Protests shall be in writing and be filed with both the State of Arizona's Procurement Officer of the purchasing agency and with the State of Arizona's Procurement Administrator. A protest of a Solicitation shall be received by the State of Arizona's Procurement Officer before the Offer due date. A protest of a proposed award or of an award shall be filed within ten (10) days after the protester knows or should have known the basis of the protest. A protest shall include: 2.17.1 The name, address and telephone number of the protester; 2.17.2 The signature of the protester or its representative; 2.17.3 Identification of the purchasing agency and the Solicitation or Contract number; 2.17.4 A detailed statement of the legal and factual grounds of the protest including copies of relevant documents; and, 2.17.5 The form of relief requested. 18 1 Page (Rev 06-05-15) Section 3: Scope of Work Contractor shall provide equipment, services, and support to meet the mailing needs of the customer per the limitations of their award. The applicable product range will include software license and subscriptions, ultra -low volume equipment through equipment used in mailing production environments, including postage meter rental, accessories, supplies, and maintenance. All equipment and services offered must meet the approval of the USPS® if applicable. 3.1. Products and Services Categories by Geographic Area While the primary purpose of this solicitation is to select a manufacturer(s) who can provide the equipment, supplies and service for all potential Participating Entities, a Contractor is permitted to respond for more limited geographical areas, however not less than a single Participating State. Contractor must clearly describe the geographical limits (e.g. by state name) if proposing a geographical area less than that of all potential Participating States (see Attachment A Offer Response Form Capacity of Offeror Questionnaire). However, if a Contractor elects to submit a proposal for a limited geographical area the Contractor must be willing to service the entire state(s) within that geographical area. The Contractor may request to add additional states to the contract at a later date following the award if mutually agreed upon by the Contractor and the Master Agreement Contract Administrator. Any award received does not guarantee any State will sign a Participating Addendum with the Contractor and additional states. 3.2 Products 3.2.1 Contractor(s) shall provide equipment and support to meet the mailing needs of the customer per the extent of their award. The applicable product range will include mailroom -related software license and subscriptions, ultra -low volume equipment and all other mail room equipment including mailing production environment equipment and accessories. The equipment, support, accessories and options as contained in specific product manufacturer's established catalog/price lists are placed into groups specified within this solicitation. All equipment, and support offered must meet the approval of the USPS® if applicable. Any awarded contractor(s) shall also include information on all environmental features of each item, including but not limited to: energy efficiency modes and their operation, double sided copying operations and double sided default programming, the extent to which any supplies and other packaging may qualify for recycling, re -manufacturing, and will provide the environmental and economic benefits of these features. 3.2.1.1. Printers — The only printers allowed for purchase through this solicitation are special printers sole use for which is tied to mail room equipment. If a regular printer (e.g. an HP Printer) is able to be utilized in the same fashion, and function as the printer available 19 1 Page (Rev 06-05-15) from the Contractor, then the printer from the Contractor is not allowed. Allowable printers may be purchased with a mail room equipment system or as a product replacement from a purchase from this or a previous Master Agreement. 3.2.1.2. Computers - The only computers allowed for purchase through this solicitation are those computers dedicated to mail room equipment and operations. 321.3 Furniture - Furniture is being awarded within each category as well as being classified as an independent category. The furniture that is applicable to the independent furniture category is furniture that is specific to mail rooms but not specific to the mail equipment category. E.g. Case work or mobile mail cart etc. The furniture section within each category is relevant to furniture that would be considered agreeable with the mailroom equipment with which they are compatible. 321A Accessories — All accessories, including tablets and scanners, shall be relevant to the functioning of a mail room. If there is any concern over a specific item being included in this category, said items will be submitted to the Contract Administrator for a decision. The Contract Administrator's decision is the final determination as to whether an item is included in the Scope of any Master Agreement. 321.5 Trade In/Buy Back - Contractor shall provide a Trade in /Buy Back program to help ensure Participating Entity has the best options to meet their needs. This program is required; however, it is at the sole option of the Participating Entity to utilize this program. Please provide the details of your Trade In/Buy Back program in your response. 321.6 All equipment identified as EnergyStar compliant shall be delivered and installed with the Energy Star or similar power management features enabled. 3.3. Remanufactured Equipment 3.3.1 A Contractor may offer Remanufactured or Refurbished Equipment that is certified by the Manufacturer. All Remanufactured or Refurbished Equipment will be clearly labeled as Remanufactured equipment. Pricing will be based on a quote and on an Individual Case Basis (ICB). All quotes will also provide the fixed annual maintenance rate for years 2-5. Remanufactured equipment shall come with a 1 year all-inclusive as new -warranty and the Offeror shall be able to provide maintenance for years 2-5 that includes all service, labor, software maintenance, and parts. If for any reason a Contractor is not able to provide maintenance (including parts), the Contractor(s) will provide, entirely at their expense, a replacement 20 1 Page (Rev 06-05-15) piece of equipment and/or software. Any replacement items shall have the equal or greater performance and functionality along with the maintenance for the equipment for the duration of the original five (5) year maintenance period (including maintenance on the replacement equipment) at no additional charge. All other requirements of the Master Agreement continue to apply. 3.3.2 Shipping is to be FOB destination, inside to the contiguous 48 states, Washington DC and point of exportation for Alaska, Hawaii, Puerto Rico, and territories for shipments outside the 48 contiguous states. The point of exportation location must be agreed to, in writing, by the vendor and the Participating Entity. At that point, shipping terms, charges and conditions should be negotiated with the end -user. These Participating Entities must be notified in advance of any possible shipping charges and mutually agreed to in writing before any purchase or lease is allowed. The Contractor(s) shall furnish equipment within twenty (20) business days after receipt of order, or a delivery time mutually agreed upon, in writing, between the Participating Entity and the Contractor. The Contractor shall notify the Participating Entity in advance of delivery of equipment so that the Participating Entitycan make necessary arrangements. Delivery of start-up supplies shall be made upon or before delivery of equipment. Delivery shall be made in accordance with instructions (time and quantities ordered) from the Participating Entity as detailed on the Purchase Order. All deliveries shall be accompanied with a Bill of Lading containing the Purchase Order number, the items ordered, the Master Agreement numbers, (both the Master Agreement number and the Participating Entities number) pricing and any special instructions. If there is a discrepancy between the Purchase Order and what is listed on the Master Agreement, it is the Contractor's obligation to seek clarification from the Participating Entity. All deliveries and installation work shall be performed during regular working hours, defined as 7:00 A.M. to 6:00 P.M. Monday through Friday. Changes may be granted with written approval of the Participating Entity. Any delivery required to be performed outside regular working hours or on Saturdays, Sundays or legal holidays, as may be reasonably required consistent with contractual obligations, and if agreeable to both the Contractor and the Participating Entity, shall be agreed to in writing by both parties. The Contractor shall be responsible for the delivery of equipment in first class condition at the point of assembly, and in accordance with good commercial practices. The Contractor shall also be responsible for the removing of all debris associated with the purchase from the premises. 21 1 Page (Rev 06-05-15) Packing for shipment shall be provided to adequately protect the product and ensure safe shipment. Shipping cases shall be marked to indicate the name of the Contractor/Manufacturer's name and address of receiving Participating Entity, Purchase Order number, and Contract number (both the Master Agreement number and the Participating Entities number). Participating Entities are authorized to order and the Contractor is authorized to ship only those items approved and awarded under the Master Agreement. If any items other than those awarded in the applicable Master Agreement and not eliminated in the PA negotiation process have been ordered and delivered, the Participating Entity shall take any steps necessary to have the items returned to the Contractor. Contractor shall issue full credit upon return of item(s). Violation may result in administrative actions including, but not be limited to termination of the Participating Addendum or the Master Agreement. 3.4 Training & Support Services 3.4.1 Upon delivery and installation of specified equipment, the Contractor shall provide training to personnel designated by the Participating Entity. Operational Training must be provided to the designated personnel until the personnel are able to operate the equipment independently. The amount of training is determined by the complexity of the equipment purchased, rented or leased by the Participating Entity. Installed product and system training shall be included in the price. Contractor shall provide additional training at the Participating Entity's request throughout the life of the equipment. All training will be performed on the Participating Entity's sites, via remote or electronic delivery. Site required training will be at no additional charge if the equipment is either under warranty or an active maintenance plan. Upon the mutual agreement of both parties, additional training outside of initial installation will be at the participating entity's expense. Contractor will be responsible for the cost of all travel, lodging and food; no charges will be passed on to the Participating Entity. The Contractor must agree to maintain a toll -free technical support telephone line. The telephone line shall be accessible to Participating Entity personnel who need to obtain competent technical assistance regarding the installation or operation of the Contractors equipment. The toll -free support line shall be available during regular working hours, defined as 7:00 A.M. to 6:00 P.M. local time Monday through Friday. 22 1 Page (Rev 06-05-15) 3.5 Instruction Manuals 3.5.1 Instruction manuals shall be included at no cost for each piece of equipment that is purchased or rented. The instruction manual shall contain, but not be limited to: • Glossary • A section defining the capabilities of the equipment (specifications) • A general section describing the technical operation of the equipment • A section describing the installation and use criteria of the equipment • A section on the primary points of contacts for sales, training and maintenance/service • All manuals and instruction shall be in the English language 3.6 Technology Advancements New equipment and technologies will be considered for the possible implementation as long as they are in consonance with USPS rules and guidelines. 3.7 Software purchases or subscriptions Software acquired under this Master Agreement shall be specific to the needs of mail operations. Purchase order shall reference a manufacturer's most recent release or version of the product unless the Participating Entity specifically requests in writing a different version. As a minimum, software licenses shall provide license rights as prescribed in section 20 of the NASPO ValuePoint Master Agreement Terms and Conditions in Section 6 of this RFP. Rights in software other than as proposed shall be negotiated and agreed to by the Participating Entity as defined in the PA. 3.7.1 In addition to the services directly associated with the receipt of product under this Scope, the Contractor(s) will provide services related to the selection, purchase and management of distributed software, these services include, but are not limited to: 3.7.1.1 3.7.1.2 3.7.1.3 3.7.1.4 3.7.1.5 3.7.1.6 3.8. Equipment Performance Assemble, Production Equipment Only Software Installation/Integration Design, Production Equipment only Maintenance, Annual and Time and Material Legacy Maintenance Lease/Rental/Purchase Options 3.8.1 Equipment at each individual location shall maintain, at all times a 95% or better uptime. Downtime shall be computed from the time the 23 1 Page (Rev 06-05-15) Contractor representative is notified of equipment failure until the equipment is fully operational. Equipment that does not meet the performance standard of 95% for a two (2) consecutive month period or for three (3) months in a rolling twelve (12) month period shall be replaced by the Contractor with equal or better equipment. It is understood and accepted that equipment failure may not be attributed to the use of recycled paper and/or recycled/remanufactured supplies, as long as those products meet the specifications set by the USPS. 3.8.2 Replacement of Unsatisfactory Equipment. The Contractor shall grant a credit for any equipment which fails to perform at the effectiveness level defined in section 3.8.1 The credit shall be equivalent to the percentage of down time experienced within that month. The Contractor may elect to replace an individual component or section that is defective in Production Equipment. The Participating Entity shall notify the Contractor in writing if the repair does not resolve the issue. This written notification will act as a cure letter allowing fifteen (15) days to have resolution plan in place. During the warranty period, unsatisfactory equipment performance will require an even exchange of equipment of equal or greater performance at no additional cost. After the warranty period, the credit value shall be the amount paid at the time of purchase. If equipment or software is not functional after 60 days of delivery, the Purchasing Entity may return for full refund or cancel any rental or lease agreement with no fees or charges of any kind. 3.9. Maintenance on Purchased Equipment 3.9.1 This Master Agreement recognizes two (2) categories of maintenance, Preventive maintenance and Repair Service which is covered by the Service Level Agreement. The Contractor must have the resources, distribution capabilities, inventory of parts, consumable supplies, and staff to meet the requirements of the Master Agreement. Contractor or Contractor's Authorized Dealers/Partners shall maintain replacement parts to ensure minimum downtime. Pricing shall include all maintenance including, but not limited to, all parts, labor and time, and preventative maintenance services at the levels specified for each piece of equipment. The Contractor must offer a full service maintenance contract for all equipment placed. However, the Participating Entity shall have the option of not entering into a maintenance/service contract on purchased equipment, but choose to utilize the Time and Materials option. On -site service shall be available on an immediate 24 1 Page (Rev 06-05-15) need service call basis. Preventive scheduled maintenance is based on the equipment requirements by the Manufacturer. These shall include, cleaning, lubrication, parts replacement and necessary adjustments. Maintenance on any equipment purchased under the Master Agreement must be available for five years. • Contractor /Authorized Dealer shall provide and maintain a toll - free number, an email address and a fax number for Maintenance and Repair Service. 3.9.2 If a Contractor is called due to non-performance of a system, and the Contractor arrives and determines that the issue is with an excluded item and not their product, they will notify the Purchasing Entity. If the equipment is under a maintenance agreement or in the initial one-year warranty time frame, there will be no cost to the Purchasing Entity for the diagnostic call. If the equipment is not under warranty or a maintenance plan the Contractor may charge their hourly contracted rate. 3.10 Service Level Agreements 3.10.1 All Service Level Agreements shall meet the following requirements: 3.10.1.1 Two (2) hour response time (acknowledgement) to all written or oral notices of a service requirement due to an equipment stoppage or malfunction. 3.10.12 A factory trained service technician, shall be on site before close business or within 4 hours at the start of the next business day. 3.10.1.3 Any Purchasing Entities that require a 24hr/7 days per week maintenance agreement will be negotiated during the PA process. 3.10.1.4 All parts that require maintenance by a service technician are to be included and considered part of the service repair plan. Failed/defective parts shall be replaced at no additional charge to the Participating Entity. 3.10.1.5 Consumable supplies shall be billed separately. 3.10.1.6 If the equipment includes licensed software, the Contractor shall provide software support. 3.10.1.7 Contractor shall maintain a service log for each piece of equipment at each location. Service log shall be available for Participating entity to review. 3.10.1.8 The Contractor shall supply loaner equipment at equal or greater functionality, at no additional charge, for any inoperable equipment exceeding three (3) business days from time of diagnosis. The Contractor may offer, in lieu of loaner equipment, to provide 25 1 Page (Rev 06-05-15) production or alternative services during the period of 26 1 Page (Rev 06-05-15) repair. This shall be mutually agreed upon in writing beforehand. 3.11 Legacy Maintenance 3.11.1 The Contractor shall provide maintenance on legacy devices already sold to a Participating Entity. Pricing will be provided on an Individual Case Basis (ICB), through a quote process. 3.11.2 The Contractor must have the resources, distribution capabilities, inventory of parts, consumable supplies and staff to meet the requirements of any Master Agreement. Legacy maintenance pricing shall include but not limited to all parts, labor and time at the levels specified for each piece of equipment that has previously been purchased from the Manufacturer. The Participating Entity shall have the option of not entering into a maintenance/service contract on purchased equipment, but choose to utilize the Time and Materials option. On -site service is to be available on both an immediate need service call basis, and as needed for preventive maintenance. Preventive maintenance shall be based on the needs of the individual equipment as determined by the manufacturer. This shall include cleaning, lubrication, necessary adjustments, and replacement of unserviceable parts. Maintenance shall be available for equipment that is up to 10 years old from date of purchase. 3.12 Design and Software Consulting Services Design layout services must be provided at no cost by the Contractor, with the exception of production environment equipment and software consulting services. The total number of hours/days required for services must be agreed to in writing before any design services or software consulting services are initiated. The Contractor shall only charge for actuals costs incurred. 3.13 Installation/Integration 3.13.1 All equipment prices shall include installation, with the exception of integrating software solutions and Production Equipment. Contractor may charge the contracted rate for integrating software and Production equipment installation. The total number of hours/days needed shall be agreed to, in writing, before any Installation or, Integration services may be initiated. The Contractor shall charge only for actual costs incurred. 3.13.2 If a Contractor needs to utilize special Rigging (e.g. a crane) where the Participating Entity does not have an elevator accessible for moving the equipment, they may charge the hourly Installation /Integration rate. However, all "rigging" charges shall be mutually agreed to, in writing, before work begins. 27 1 Page (Rev 06-05-15) 3.13.3 Contractor shall affix a label or a decal to the equipment at the time of installation showing warranty period by dates, and the name, address, and telephone number of the Contractor responsible for warranty service of the equipment. 3.13.4 The Contractor and the participating entity shall, prior to purchase, review the installation location to ensure the proposed location meets the manufacturer's installation criteria. If special installation is required, the Contractor and Participating Entity shall agree in writing, to the total cost of the installation based on the hourly/daily rates provided within the Master Agreement. Should the proposed installation location not meet established installation criteria, the Contractor and the Participating Entity may attempt to locate an alternate mutually agreeable location for the equipment. 3.14 Software Maintenance. Maintenance shall be available for all software licenses purchased. Software maintenance shall include all software updates, patches and new releases/versions and shall be available to all Participating Entities. It is the Contractor's responsibility to communicate all updates, patches, and new releases/versions to all end users. No additional fee shall be charged for installation of the upgrades. The Contractor shall be responsible for Postage Scale software licensing. 3.15 Equipment Leasing. Participating Entities may enter into lease agreements for the products covered in the Master Agreement. Responders who wish to participate in lease agreements with these individual states/entities must submit copies of all of their lease agreements with their response to this RFP. The lease agreements will not be reviewed or evaluated as part of the RFP evaluation process. The agreements will simply be made available to any state or entity who wishes to negotiate a lease agreement with a Contractor. Any additional Terms and Conditions submitted that are specifically for Equipment Leasing will not become part of the Master Agreement, but the negotiated Lease T&C's will be made part of the PA. 3.16 Equipment Rental. Individual Participating States and Participating Entities may enter in to rental agreements for the products covered in the Master Agreements resulting from the RFP, if they have the legal authority to enter into these types of agreements. Responders who wish to participate in rental agreements with these individual states/entities must submit copies of all of their pertinent rental agreements with their responses to this RFP. No additional Terms and Conditions shall apply to any rental agreements. The rental agreements will not be reviewed or evaluated as part of the evaluation process. The agreements will simply be made available to any state or entity who wishes to negotiate a rental agreement with a Contractor. Any additional Terms and Conditions submitted that are specifically for Equipment Rental will not become part of the Master Agreement, but the 28 1 Page (Rev 06-05-15) negotiated Rental T&C's will be made part of the PA. 3.17 Develop and Maintain Website. For each Participating Entity, the Contractor shall develop and support a website specific to that Participating Entity, with content approved by the Contract Administrator and/or State Procurement Officer as appropriate. This web site information shall be available through the Internet without the use of additional software or licenses. Website should be user friendly to allow for quick and easy access and use. Contractor should provide web - based training regarding use of website at no additional cost, and online, email, or telephone help should be available to assist during the Participating Entity's standard working hours. Website must be available 24 x 7, except for scheduled maintenance and be ADA compliant. No costs or expenses associated with providing this information shall be charged to the Participating Entity. Universal Resource Locator (URL) for the website must be supplied to the Participating Entity and the Master Agreement Contract Administrator within 60 days of the execution of a PA. The website shall include Master Agreement information, product information/catalog, and other pertinent information as may be reasonably requested by Participating Entity. 3.17.1 Contract and General Information. The website will provide Master Agreement information to include, at a minimum: the contract number(s) (Master Agreement and PA); the Contractor's contact names and titles, including primary contact and contacts to whom incidents should be escalated; areas of responsibility for each contact name as well as their phone numbers and email addresses; Complete information for all Authorized Dealers/Partner for the geographical area of the Purchasing Entity to include contact names and titles, phone numbers, email addresses and a copy of the escalation plan for the Purchasing Entity; information on use of website; quote and ordering information; and any relevant notifications concerning the equipment, supplies and support available under any Master Agreement. 3.17.2 Online Catalog. The website shall provide Master Agreement and ordering information to include, at a minimum: product names, product numbers, product MSRP pricing, and product descriptions (photos optional or links to access product literature optional), and the contracted discount rate applicable to the product. Non - authorized products or groups of products shall either not be viewable on the website or shall be clearly marked as excluded products. Regardless of the number and types of links to the Contractor's electronic catalog, the Contractor shall ensure that all eligible agencies purchasing from one PA are able to access one, and only one, version of the product catalog. 3.17.3 Product Searching Capability. At a minimum, the online catalog should be searchable by product name, product number, and description. 29 1 Page (Rev 06-05-15) 3.18 Customer Service and Representation 3.18.1 Dedicated Representation and Timely Response. Contractor shall provide a dedicated representative for each Participating Entity. The Contractor shall submit a list of all Authorized Dealers/Partners by State. The list shall include the name of the dealer, the contact name, title, phone number, physical address, and email address. The Participating Entity shall have sole discretion as to which of the Authorized Dealers/Partner they choose to utilize. The Representative will provide an individual for quote assistance, equipment, services and support recommendations, track and report on equipment lease/rental renewal deadlines, and serve as a contact point for the Participating Entity. Contractor and Authorized Dealers must commit to returning phone calls or responding to emails within two business days. 3.18.2 Problem Escalation. Contractor must provide an incident escalation path for each Participating Entity, providing on that Participating Entity's website, the name, contact information, and role of individuals to whom problems should be escalated if the problems are not resolved by primary contact with both the Contractor and Authorize Dealer/Partner. 3.18.3 Contract Reviews. The Contractor shall attend an annual meeting with Master Agreement Contract Administrator and sourcing team to review usage and discuss any issues that are occurring, if requested. The Contractor shall meet more often if the Master Agreement Contract Administrator deems necessary. The Contractor shall conduct a customer satisfaction survey and detailed issues encountered during the previous six-month term. The Contractor shall be prepared to discuss overall effectiveness of contract, total sales, potential cost savings opportunities when could be passed through to the Participating Entities. In a renewal year, the annual review will take place prior to contract extensions. It is the Contractors responsibility to schedule meetings. The Contractor Administrator shall schedule the meeting with the Contactor. 3.19 Price Quote, General Pricing shall be submitted in the Master Agreement as a discount off of MSRP list price, with the following exceptions: Maintenance shall be priced based on a Time and Material basis (hourly rate), Design (For Production Equipment only), Installation (Production Equipment only), and Software Consulting Services shall be provided on an hourly/daily rate basis. Individual PA's may use the Master Agreement pricing as a base and may negotiate an adjusted rate. Any negotiated PA rates, exclusive of taxes or any individual state's administrative fee, shall not exceed the MPA rates. As requested by Purchasing Entity, for example on a high volume single order, Contractor may negotiate to reduce cost for the Participating Entity. Firm individual order quotes shall be provided to Purchasing Entity prior to order submittal. All quotes for purchase, rental or lease shall 30 1 Page (Rev 06-05-15) contain enough detail to easily validate pricing contained within the Master Agreement. 3.19.1 Telephone or Email Quote Support. Contractor/Authorized Dealer shall accept requests for quotes by telephone, fax, and email. Contractor /Authorized Dealer shall provide and maintain a toll -free number for Purchasing Entity to use. Contractor shall provide an email address for receipt of requests for price quotes. The Contractor must provide written quotes by fax, email or online as requested by the Participating Entity. 3.19.2 Timely Quotes. Contractor/Authorized Dealer agrees to provide quotes in a timely fashion. Expected response should be within 24 hours but no more than three business days after receiving all of the pertinent information. 3.19.3 Guaranteed 90 Day Quote. Contractor is required to honor all quotes for 90 calendar days. 3.19.4 Sales Promotion. The Contractor may conduct sales promotions involving specific products for specified time periods. The promotion should include: the product, the promotional price as compared to the original price and the start and end dates of the sales promotion. The contractor shall maintain a record of all sales promotions and make it available upon request. 3.19.5 Extra -contractual Products and Services Prohibited. Products and services not awarded in this contract are prohibited from being offered. 3.20 Line Item Specifications • Digital postage meter must have display that provides date, piece -count, postage used, and postage unused. • Must be refillable by phone and/or electronically that may be placed on a master account or paid by P-Card. • Must imprint postage from $0.01 to $99.99. • No administrative fees for postage meter refills. • Rental renewal available annually. • No automatic renewals shall be allowed on this contract. • No penalties for early rental termination. Mailing Systems, Ultra Low Volume • Digital or IBI (Information Based Indicia) Operation to conform with all USPS® requirements. 31 1 Page (Rev 06-05-15) • Manual Feed. • Must meter, date envelopes. • Handles mail envelopes from 3Y2" x 5" to 12" x 15". • Interfaces with postage scales. • Must include locking key or security feature. • Must imprint postage from $0.01 to $99.99. • Must have replaceable ink cartridge. • Must have wet or dry tape system for oversize packages. Mailing Eauiament. Mailing Systems, Low Volume • Digital or IBI (Information Based Indicia) Operation to conform with all USPSO requirements. • Minimum feed speed of 30 pieces/minute. • Must meter, date, and seal envelopes. • Handles standard mail envelopes from 3'/2" x 5" to 12" x 15". • Interfaces with postage scales. • Must include locking key or security feature. • Must imprint postage from $0.01 to $99.99. • Must have replaceable ink cartridge. • Must have wet or dry tape system for oversize packages. Mailing Eauiament, Mailing Systems, Medium Volume • Digital or IBI (Information Based Indicia) Operation to conform with USPSO requirements. • Minimum feed speed of 45 pieces/minute. • Must meter, date, and seal envelopes. • Handles letter mail and large envelopes up to 3/8" thick and 7-1/2" wide. • Interfaces with postage scales up to 100 lbs. • Includes tape dispenser for parcel. • Must imprint postage from $0.01 to $99.99. • Must include locking key or security feature. • Must have replaceable ink cartridge. • To include water reservoir with water level indicator. • Must have sealed and non -sealed modes. Mailina Systems, Hiah Volume • Digital or IBI (Information Based Indicia) Operation to conform with USPSO requirements. • Minimum feed speed of 200 pieces/minute. • Must meter, date, and seal envelopes. • Handles letter mail and large envelopes from 3"x 5" to 13" x 13". • Interfaces with postage scales up to 100lbs. • Includes Tape Dispenser for parcel. • Must imprint postage from $0.01 to $99.99. 32 1 Page (Rev 00-05-15) • Must include locking key or security feature. • Must have replaceable ink cartridge. • To include water reservoir with water level indicator. • Must have sealed and non -sealed modes. Mailing System. Production • Digital or IBI Operation to conform with USPSO requirements. • Minimum feed speed of 300+ pieces/minute. • Must meter, date, and seal envelopes. • Handles letter mail and large envelopes from 3" x 5" to 13" x 13". • Interfaces with postage scales up to 100 lbs. • Includes Tape Dispenser for parcel. • Must imprint postage from $0.01 to $99.99. • Must include locking key or security feature. • Must have replaceable ink cartridge. • To include water reservoir with water level indicator. • Must have sealed and non -sealed modes. Intearated Postal Scales • Capable of Interfacing with Postage Meter. • Includes variety of rates including: Standard, First Class, Priority Mail, Certified Mail, Return Receipt Registered, C.O.D., Insured, Registered, Bulk Rates, etc. • Includes keyboard graphics, operator prompts and menu selections. • Special Carrier Rates. • Capable of weighing to a 32"d of an oz., displaying in increments of 0.5 oz. • Must electronically set postage meter by the touch of one button. • Must include postal rate changes at no additional cost throughout the lease or maintenance contract. Letter Openers, Low Volume • Includes Feeder and Stacker, Variable Trim Control. • Processing speedup to 10,000 pieces per hour Minimum. • Self -Sharpening trim blade adjusts to allow for narrow or wide cut. • Includes Tray that collects 80 #10 opened envelopes and trimmings Letter Openers, Hiah Volume • Includes Feeder and Stacker, Variable Trim Control. • Processing speed over 20,000 pieces per hour Minimum. • Self -Sharpening trim blade adjusts to allow for narrow or wide cut. • Includes Tray that collects 150 opened envelopes and trimmings. 32 1 Page (Rev 06-05-15) Letter Folders, Low Volume • Automatic. • Folds up to 10,000 sheets per hour minimum. • Completes Standard or Custom folds. • • Handles at a minimum paper from 3-1/8" x 4" x 9-1/2" x 14". Letter Folders, High Volume • Automatic. • Folds more than 20,000 sheets per hour minimum. • Completes Standard or Custom folds. • Handles at a minimum paper from 3-1/8" x 4" x 12" x 18". • Able to process Multiple Folds. Inserters. Production • Processes up to 5,500 sheets per hour minimum. • Feeds, collates, folds, and, inserts material into envelopes. • Jobs can be pre-programmed. Folder/Inserters. Low volume • Automatic. • Completes Standard or Custom folds. • Handles paper from 3-1/8" x 4" x 9-1/2" x 14". • Processes up to 1,500 sheets per hour minimum. • Feeds, collates, folds, and, inserts material into envelopes. • Jobs can be pre-programmed. Folders/Inserters. Medium Volume • Automatic. • Completes Standard or Custom folds. • Handles paper from 3-1 /8" x 4" x 9-1 /2" x 14". • Processes up from 1501 — 4,999 sheets per hour minimum. • Feeds, collates, folds, and, inserts material into envelopes. • Jobs can be pre-programmed. Folders/Inserters. Hiah Volume • Automatic. • Completes Standard or Custom folds. • Handles paper from 3-1/8" x 4" x 9-1/2" x 14". • Processes up to 5,000 — 9,999 sheets per hour minimum. • Feeds, collates, folds, and, inserts material into envelopes. • Jobs can be pre-programmed. -U .. 1 Automatic. 33 1 Page (Rev 06-05-15) • Completes Standard or Custom folds. • Handles paper from 3-1 /8" x 4" x 9-1 /2" x 14". • Processes over 10,000 sheets per hour minimum. • Feeds, collates, folds, and, inserts material into envelopes. • Jobs can be pre-programmed. Envelope Mail Labeler. Low Volume • Label Speed: up to 5,000 # 10 envelopes per hour. • Applies permanent (peel off) labels ranging in size from 1" to 4" high and maximum backing strip of 6". • Adjustable label positioning from side -to -side and top -to -bottom of document. • Motor driven take-up reel for label backing and control for adjusting for different types of labels and backing. • Includes digital counter. Envelope Mail Labeler, Medium Volume • Label Speed: up to 10,000 # 10 envelopes per hour. • Applies permanent (peel off) labels ranging in size from 1" to 4" high and maximum backing strip of 6". • Adjustable label positioning from side -to -side and top -to -bottom of document. • Motor driven take-up reel for label backing and control for adjusting for different types of labels and backing. • Includes digital counter. • Label Speed: up to 15,000 # 10 envelopes per hour. • Applies permanent (peel off) labels ranging in size from 1" to 4" high and maximum backing strip of 6". • Adjustable label positioning from side -to -side and top -to -bottom of document. • Motor driven take-up reel for label backing and control for adjusting for different types of labels and backing. • Includes digital counter. Envelope Mail Labeler. Production • Label Speed: up to 25,000 # 10 envelopes per hour. • Applies permanent (peel off) labels ranging in size from 1" to 4" high and maximum backing strip of 6". • Adjustable label positioning from side -to -side and top -to -bottom of document. • Motor driven take-up reel for label backing and control for adjusting for different types of labels and backing. • Includes digital counter. Envelope Addressing System, Ink Jet, Low Volume • Label Speed: up to 2,500 # 10 envelopes per hour. • Applies address information directly to envelopes. 34 1 Page (Rev 06-05-15) • Adjustable printing positioning from side -to -side and top -to -bottom of document. • Adjustable print resolution. • Scalable fonts. • Interface with Windows based software. • Includes digital counter. Envelope Addressing Sy.§tem, Ink Jet. Medium Volume • Label Speed: up to 5,000 # 10 envelopes per hour. • Applies address information directly to envelopes. • Adjustable printing positioning from side -to -side and top -to -bottom of document. • Adjustable print resolution. • Interface with Windows based software. • Includes digital counter. Envelope Addressing System_ Ink Jet. High Volume • Label Speed: up to 24,999 # 10 envelopes per hour. • Applies address information directly to envelopes. • Adjustable printing positioning from side -to -side and top -to -bottom of document. • Adjustable print resolution. • Multiple print heads. • Movable print heads. • Print USPS Bar Codes. • Scalable fonts. • Interface with Windows based software. • Includes digital counter. Envelope Addressing System, Ink Jet. Production • Label Speed: over 25,000 # 10 envelopes per hour. • Applies address information directly to envelopes. • Adjustable printing positioning from side -to -side and top -to -bottom of document. • Adjustable print resolution. • Multiple print heads. • Movable print heads. • Scalable fonts. • Print USPS Bar Codes. • Interface with Windows based software. • Includes digital counter. Tabbers. Low Volume • Complies with all USPS® regulations. • Single -tab speeds up to 15,000/Hr. 35 1 Page (Rev 00-05-15) • Multiple tabbing options (paper, clear translucent with or without perforation etc.). • Easy Programming and Set up. • Automatic size adjusting (accepts various tab sizes). • Accepts various types and sizes of media. Tabbers. Medium Volume • Complies with all USPSO regulations. • Single -tab speeds from 15,001 - 22,000/Hr. • Multiple tabbing options (paper, clear translucent with or without perforation etc.). • Easy Programming and Set up. • Automatic size adjusting (accepts various tab sizes). • Accepts various types and sizes of media. Tabbers. Hiah Volume • Complies with all USPSO regulations. • Single -tab speeds greater than 22,001/Hr. — 50,000/Hr. • Multiple tabbing options (paper, clear translucent with or without perforation etc.). • Easy Programming and Set up. • Accepts various types and sizes of media. Tabbers. Production • Complies with all USPSO regulations. • Single -tab speeds greater than 50,000/Hr. • Multiple tabbing options (paper, clear translucent with or without perforation etc.). • Easy Programming and Set up. • Accepts various types and sizes of media. Check Imprinting/Endorsing • Minimum monthly volume of 25,000. • Utilize both cut sheet and continuous style documents. • Able to provide a variety of options with regards to signatures, date stamps, seals and logos on various locations on the document. • Counters that can be reset and non -reset for audit purposes. • Offers both tri-color and ultraviolet ink roll options. Pressure Sealing. Production • Creates a single piece mailer from a full range of stock or custom forms. • Creates a single piece mailer with a continuous seal formed to assure security and confidentiality. • Must be able to detect when "double documents" are processed. • Must be able to detect document jams during production. • Shall have emergency shut off/safety devise. 36 1 Page (Rev 06-05-15) Bursting Equipment. Production • Able to burst cut sheet. • Able to burst at the perforation. • Stack sequentially and continuous multipart documents. • Burst at the horizontal perforations. • Burst various locations of perforations. Pre-sorting Eguipment. Production • Minimum monthly volume of 100,000. • Ability to sort various sizes of envelopes, flats and packages. • Multiple Station. Various rates of speed. Ability to process the entire range of USPS. Extractors • Processes up to 3000 pieces per hour. • One, Two, or, Three Sided Opening. • Includes counting and monitoring system that counts pieces processed. • Capable of processing various sizes of intermixed mail up to and including #11 envelopes, heights to 5-1/4". Nlailina Furniture (specific to a category) • Mailroom furniture shall be appropriate for the mailroom category being it is being offered in. • Mailroom work tables, pedestals, bins etc. must be constructed of wood, steel or plastic bases with steel, laminate or wood tops that can support the daily use and weight of mailroom product and equipment. • Only furniture specifically related to the category/group of equipment may be purchased under this category. Mailing Furniture (general) • Mailroom furniture shall not be specific to a piece of equipment or a category/group. • Mailroom free standing mail sorter tables, case works, mail carts etc. must be constructed of wood, steel or plastic bases with steel, laminate orwood tops that can support the dialing use and weight of mailroom activity. Accessories • Mailroom accessories must be appropriate for a mailroom operation. • All accessories related to equipment configurations must be identified in the equipment catalogs with the associated percentage % discount(s) off the manufacturer's suggested retail price. 37 1 Page (Rev 06-05-15) Software. License and Subscription • Commercial off -the -shelf (COTS) and customized mail room related software utilized by mailing equipment (e.g. tracking software or accounting software) and purchased/leased on either a monthly or annual basis. • All software must be specifically utilized only for mailing equipment operations. • Includes licensing, software maintenance, technical support and updates. • All installations will be performed by the Contracted Supplier. • Updates shall be performed by Contracted Supplier or user. Software Consultina Services • Consulting services for mailing solutions that may require requirements definition, custom design, programming, testing and implementation as outlined in a detailed statement of work. Software Integration • Consulting services provided by Contractor that includes but not limited to the process of bringing together applications into one system to ensure the applications function together as a whole for mailing room operations functionality. Trainina • Additional training services as specified in Section 3.4.1. Supplies /Consumables • All Supplies/Consumables needed to operate the mailing device or equipment. • Regular paper is not included in this category. • Labels for addressing and other mail room purposes are included. Desian. Production Only • Billable only for Production equipment. • Total hours/days with total fee will be agreed to in writing from both parties before any work will begin. • All other Design work is included in the cost of the mailing equipment. Assembly/Installation. Production Only • Billable only for Production equipment. • Total hours/days with total fee will be agreed to in writing from both parties before any work will begin. • All other Installation work is included in the cost of the mailing equipment. 38 1 Pack; (Rev 06-05-15) Eauipment Leasing • See section 3.15. Eguiament Rental • See section 3.16. Fauiament Relocations Services • Equipment Relocation Services include: dismantling, packing, transporting and re -installing equipment at the Client Agency's request. No additional charges shall be incurred for fuel or tolls. Awarded Vendors may charge for device moves. Such charges must be in the format listed below according to the distance from the on inalplacement: Move Distance from the Allowable Zone Original Device Charge Placement Format 100 Yards or less; or Zone 1 within the same No Charge building Allowed Zone 2 Between Zone 1 and Flat Fee 50 miles Zone 3 Outside of Zone 2 Per mile fee 39 1 Page (Rev 06-05-15) Section 4: NASPO ValuePoint Master Agreement Statement of Compliance 4.1. NASPO ValuePoint Master Agreement(s) resulting from this RFP will constitute the final agreement except for negotiated terms and conditions specific to a Participating Entity's Participating Addendum. The Master Agreement will include, but not be limited to, the NASPO ValuePoint Standard Terms and Conditions in Section 6 and Lead State specific terms and conditions required to execute a master agreement, the statement of work, Section 3 and selected portions of the Offeror's Proposal. This section highlights particular terms and conditions of NASPO ValuePoint Master Agreement Terms and Conditions, although Offerors will be bound to all the terms and conditions when executing a Master Agreement as shown in section 6. Offerors must include a statement in their Proposal that they have read and understand all of the terms and conditions as shown in the Master Agreement (section 6). 4.1.a Insurance To be eligible for award, the Offeror agrees to acquire insurance from an insurance carrier or carriers licensed to conduct business in each Participating Entity's state at the prescribed levels set forth in Section 21 of the NASPO ValuePoint Master Agreement Terms and Conditions. Describe your insurance or plans to obtain insurance satisfying the requirements in Section 21. 4.1.b NASPO ValuePoint Administrative Fee and Reporting Requirements To be eligible for award, the Offeror agrees to pay a NASPO ValuePoint administrative fee as specified in Paragraph 6 of Section 6 of the NASPO ValuePoint Master Agreement Terms and Conditions. Moreover, specific summary and detailed usage reporting requirements are prescribed in paragraph 7 of NASPO ValuePoint Master Agreement Terms and Conditions. Offerors shall identify the person responsible for providing the mandatory usage reports. This information must be kept current during the contract period. Contractor will be required to provide reporting contact within 15 days of Master Agreement execution. 4.1.c NASPO ValuePoint eMarket Center To be eligible for award, the Offeror agrees, by submission of a Proposal, to cooperate with NASPO ValuePoint and SciQuest (and any authorized agent or successor entity to SciQuest) to integrate its presence in the NASPO ValuePoint eMarket Center either through an electronic catalog (hosted or punchout site) or unique ordering instructions. Refer to Paragraph 9, NASPO ValuePoint Master Agreement Terms and Conditions for the prescribed requirements. 40 1 Page (Rev 06-05-15) Those terms and conditions require as a minimum that the Offeror agree to participate in development of ordering instructions. Proposer shall respond how they can support the eMarket Center in the Proposal through either a hosted catalog or punchout solution. 4.2 Lead State Terms and Conditions. Refer to Section 7 for the Lead State Special Terms and Conditions that apply to this solicitation. Offeror shall indicate in their Proposal that they have read and understand all of the requirements shown Lead State Terms and Conditions. 4.3 Participating State Terms and Conditions. As a courtesy to Offerors, some Participating State Specific Terms and Conditions are provided in Attachments to this solicitation. These are for informational purposes only and will be negotiated with individual Participating States after award of the Master Agreement. Each State reserves the right to negotiate additional terms and conditions in its Participating Addendums. Offerors shall submit a statement that they understand they may be required to negotiate these additional terms and conditions when executing a Participating Addendum. 4.4. Technical Requirements This section contains technical requirements pertaining to the Mailroom Equipment Supplies and Maintenance. Other sections of this RFP contain additional requirements that must be met in order to be considered responsive. Offerors must identify in their Proposal how their company meets or exceeds all requirements listed in Section 4 of this RFP solicitation. 4.4.1 Offeror Profile Provide the following information specific to your company: a. Your company's full legal name. b. Primary business address. c. Describe your company ownership structure. d. Employee size (number of employees). e. Website. f. Sales contact information. g. Your client retention rate during the past 3 years. h. A brief history of your company and the year it was founded. i. Describe your company's growth during the past three years. 4.4.2 Customer Service a. What are your hours of operation and when are key account people available to us? 411 Page (Rev 06-05-95) b. Describe how problem identification and resolution will be handled. c. How will you service our account? Describe the system you will use to manage our account. d. How do you respond to customer complaints and service issues? e. How do you assess customer satisfaction? f. What are your quality assurance measures and how are they handled in your organization? 4.4.3. Technology a. Describe your online system that Purchasing Entities would use to place orders and receive results? Include all methods of order submission. b. Describe your ability and process to support a decentralized system of orders submitted from many end users in multiple states and locations. 4.4.4. Data Security a. What measures do you take to protect sensitive customer information? 4.4.5 Promotion of the NASPO ValuePoint Master Agreement The NASPO ValuePoint Master Agreement Terms and Conditions include program provisions governing participation in the cooperative, reporting and payment of administrative fees, and marketing/education relating to the NASPO ValuePoint cooperative procurement program. In this regard; a. Briefly describe how you intend to promote the use of the Master Agreement. b. Knowing that state procurement officials (CPO) must permit use of the Master Agreement in their state, how will you integrate the CPO's permission into your plan for promoting the agreement? c. Public entities are sensitive to "scope" issues, that is, whether performance is within the intended scope of the solicitation as awarded. In the context of your method of promoting agreements of this nature, howwould you clarify any questions regarding the scope the agreement with respect to any potential order? d. How will your company manage due dates for administrative fee payments and usage reports? e. Through its Cooperative Development Coordinators and Education & Outreach team, NASPO ValuePoint assists Lead States by engaging vendors in strategies aimed at promoting master agreements. What opportunities and/or challenges do you see in working with NASPO ValuePoint staff in this way? 42 1 Page (Rev 06-05-15) Section 5: Price and Cost Proposal Cost in proposals will be evaluated independent of the technical evaluation. Cost proposal must be submitted to the Lead State as a separate document in Offerors Proposal. Do not embed cost proposal in the technical proposal response. Offeror shall provide detailed costs for all costs associated with the responsibilities and related services, per Attachment C and C1. Cost for the NASPO ValuePoint Master Agreements shall be based on the following: Offeror must submit cost, prices and rates as required by (Pricing and Pricing Scenario Workbooks attached in ProcureAZ within the Attachments Tab), Cost Sheets. Prices and rates shall include all anticipated charges, including but not limited to, freight and delivery, cost of materials and product, travel expenses, transaction fees, overhead, profits, and other costs or expenses incidental to the Offeror's performance. The Lead State is exempt from federal excise taxes and no payment will be made for any taxes levied on the Offeror's or any Subcontractor's employee's wages. The Lead State will pay for any applicable Lead State or local sales or use taxes on the products provided or the services rendered. If required by Lead State, Taxes shall be included as a separate line item on an Offeror's invoice. The tax rules with respect to other Participating Entities may vary and are expected to be addressed in the Participating Amendments. 43 1 Page (Rev 06-05-15) NASPO ValuePoint Section 6: NASPO ValuePoint Master Agreement Terms and Conditions 1. Master Agreement Order of Precedence a. Any Order placed under this Master Agreement shall consist of the following documents: (1) A Participating Entity's Participating Addendum ("PA"); (2) NASPO ValuePoint Master Agreement Terms & Conditions; (3) A Purchase Order issued against the Master Agreement; (4) The Scope of Work, Section 3 of the Request for Proposals; (5) The Solicitation or, if separately executed after award, the Lead State's bilateral agreement that integrates applicable provisions; (6) Contractor's response to the Solicitation, as revised (if permitted) and accepted by the Lead State. b. These documents shall be read to be consistent and complementary. Any conflict among these documents shall be resolved by giving priority to these documents in the order listed above. Contractor terms and conditions that apply to this Master Agreement are only those that are expressly accepted by the Lead State and must be in writing and attached to this Master Agreement as an Exhibit or Attachment. 2. Definitions Acceptance is defined by the applicable commercial code, except Acceptance shall not occur before the completion of delivery in accordance with the Order, installation if required, and a reasonable time for inspection of the Product. Contractor means the person or entity delivering Products or performing services under the terms and conditions set forth in this Master Agreement. Embedded Software means one or more software applications which permanently reside on a computing device. Intellectual Property means any and all patents, copyrights, service marks, trademarks, trade secrets, trade names, patentable inventions, or other similar proprietary rights, in tangible or intangible form, and all rights, title, and interest therein. 44 1 Page (Rev 06-0.5-15) Lead State means the State centrally administering any resulting Master Agreement(s). Master Agreement means the underlying agreement executed by and between the Lead State, acting on behalf of the NASPO ValuePoint program, and the Contractor, as now or hereaftera mended. NASPO ValuePoint is the NASPO Cooperative Purchasing Organization LLC, doing business as NASPO ValuePoint, a 501(c)(3) limited liability company that is a subsidiary organization the National Association of State Procurement Officials (NASPO), the sole member of NASPO ValuePoint. NASPO ValuePoint facilitates administration of the NASPO cooperative group contracting consortium of state chief procurement officials for the benefit of state departments, institutions, agencies, and political subdivisions and other eligible entities (i.e., colleges, school districts, counties, cities, some nonprofit organizations, etc.) for all states, the District of Columbia, and territories of the United States. NASPO ValuePoint is identified in the Master Agreement as the recipient of reports and may perform contract administration functions relating to collecting and receiving reports as well as other contract administration functions as assigned by the Lead State. Order or Purchase Order means any purchase order, sales order, contract or other document used by a Purchasing Entity to order the Products. Participating Addendum means a bilateral agreement executed by a Contractor and a Participating Entity incorporating this Master Agreement and any other additional Participating Entity specific language or other requirements, e.g. ordering procedures specific to the Participating Entity, other terms and conditions. Participating Entity means a state, or other legal entity, properly authorized to enter into a Participating Addendum. Participating State means a state, the District of Columbia, or one of the territories of the United States that is listed in the Request for Proposal as intending to participate. Upon execution of the Participating Addendum, a Participating State becomes a Participating Entity; however, a Participating State listed in the Request for Proposals is not required to participate through execution of a Participating Addendum. Product means any equipment, software (including embedded software), documentation, service or other deliverable supplied or created by the Contractor pursuant to this Master Agreement. The term Products, supplies and services, and products and services are used interchangeably in these terms and conditions. 45 1 Page (Rev 06-05-15) Purchasing Entity means a state (as well as the District of Columbia and U.S territories), city, county, district, other political subdivision of a State, and a nonprofit organization under the laws of some states if authorized by a Participating Addendum, who issues a Purchase Order against the Master Agreement and becomes financially committed to the purchase. NASPO ValuePoint Program Provisions 3. Term of the Master Agreement a. The initial term of this Master Agreement is for Two (2) years. This Master Agreement may be extended beyond the original contract for up to 36 months (not to exceed a 5- year maximum) at the Lead State's discretion and by mutual agreement and upon review of requirements of Participating Entities, current market conditions, and Contractor performance. b. The Master Agreement may be extended for a reasonable period of time, not to exceed six months, if in the judgment of the Lead State a follow-on, competitive procurement will be unavoidably delayed (despite good faith efforts) beyond the planned date of execution of the follow-on master agreement. This subsection shall not be deemed to limit the authority of a Lead State under its state law otherwise to negotiate contract extensions. 4. Amendments The terms of this Master Agreement shall not be waived, altered, modified, supplemented or amended in any manner whatsoever without prior written agreement of the Lead State and Contractor. 5. Participants and Scope a. Contractor may not deliver Products under this Master Agreement until a Participating Addendum acceptable to the Participating Entity and Contractor is executed. The NASPO ValuePoint Master Agreement Terms and Conditions are applicable to any Order by a Participating Entity (and other Purchasing Entities covered by their Participating Addendum), except to the extent altered, modified, supplemented or amended by a Participating Addendum. By way of illustration and not limitation, this authority may apply to unique delivery and invoicing requirements, confidentiality requirements, defaults on Orders, governing law and venue relating to Orders by a Participating Entity, indemnification, and insurance requirements. Statutory or constitutional requirements relating to availability of funds may require specific language in some Participating Addenda in order to comply with applicable law. The expectation is that these alterations, modifications, supplements, or amendments will be addressed in the Participating Addendum or, with the consent of the Purchasing Entity and Contractor, may be included in the ordering document (e.g. purchase order or contract) used by the Purchasing Entity to place the Order. 46 1 Page (Rev 06-05-15) b. Use of specific NASPO ValuePoint cooperative Master Agreements by state agencies, political subdivisions and other Participating Entities (including cooperatives) authorized by individual state's statutes to use state contracts are subject to the approval of the respective State Chief Procurement Official. Issues of interpretation and eligibility for participation are solely within the authority of the respective State Chief Procurement Official. c. Obligations under this Master Agreement are limited to those Participating Entities who have signed a Participating Addendum and Purchasing Entities within the scope of those Participating Addenda. Financial obligations of Participating Entities who are states are limited to the orders placed by the departments or other state agencies and institutions having available funds. Participating Entities who are states incur no financial obligations on behalf of other Purchasing Entities. Contractor shall email a fully executed PDF copy of each Participating Addendum to PA@naspovaluepoint.org to support documentation of participation and posting in appropriate data bases. d. NASPO Cooperative Purchasing Organization LLC, doing business as NASPO ValuePoint, is not a party to the Master Agreement. It is a nonprofit cooperative purchasing organization assisting states in administering the NASPO cooperative purchasing program for state government departments, institutions, agencies and political subdivisions (e.g., colleges, school districts, counties, cities, etc.) for all 50 states, the District of Columbia and the territories of the United States. e. Participating Addenda shall not be construed to amend the following provisions in this Master Agreement between the Lead State and Contractor that prescribe NASPO ValuePoint Program requirements: Term of the Master Agreement; Amendments; Participants and Scope; Administrative Fee; NASPO ValuePoint Summary and Detailed Usage Reports; NASPO ValuePoint Cooperative Program Marketing and Performance Review; NASPO ValuePoint eMarketCenter; Right to Publish; Price and Rate Guarantee Period; and Individual Customers. Any such language shall be void and of no effect. f. Participating Entities who are not states may under some circumstances sign their own Participating Addendum, subject to the approval of participation by the Chief Procurement Official of the state where the Participating Entity is located. Coordinate requests for such participation through NASPO ValuePoint. Any permission to participate through execution of a Participating Addendum is not a determination that procurement authority exists in the Participating Entity; they must ensure that they have the requisite procurement authority to execute a Participating Addendum. g. Resale. "Resale" means any payment in exchange for transfer of tangible goods, software, or assignment of the right to services. Subject to any specific conditions included in the solicitation or Contractor's proposal as accepted by the Lead State, or as explicitly permitted in a Participating Addendum, Purchasing Entities may not resell Products (the definition of which includes services that are deliverables). Absent any such condition or explicit permission, this limitation does not prohibit: sales of Products to the general public as surplus property; and fees associated with inventory transactions 47 1 Page (Rev 06-05-15) with other governmental or nonprofit entities and consistent with a Purchasing Entity's laws and regulations. Any sale or transfer permitted by this subsection must be consistent with license rights granted for use of intellectual property. 6. Administrative Fees a. The Contractor shall pay to NASPO ValuePoint, or its assignee, a NASPO ValuePoint Administrative Fee of one -quarter of one percent (0.25% or 0.0025) no later than sixty (60) days following the end of each calendar quarter. The NASPO ValuePoint Administrative Fee shall be submitted quarterly and is based on all sales of products and services under the Master Agreement (less any charges for taxes or shipping). The NASPO ValuePoint Administrative Fee is not negotiable. This fee is to be included as part of the pricing submitted with proposal. b. Additionally, some states may require an additional fee be paid directly to the state only on purchases made by Purchasing Entities within that state. For all such requests, the fee level, payment method and schedule for such reports and payments will be incorporated into the Participating Addendum that is made a part of the Master Agreement. The Contractor may adjust the Master Agreement pricing accordingly for purchases made by Purchasing Entities within the jurisdiction of the state. All such agreements shall not affect the NASPO ValuePoint Administrative Fee percentage or the prices paid by the Purchasing Entities outside the jurisdiction of the state requesting the additional fee. The NASPO ValuePoint Administrative Fee in subsection 6a shall be based on the gross amount of all sales (less any charges for taxes or shipping) at the adjusted prices (if any) in Participating Addenda. 7. NASPO ValuePoint Summary and Detailed Usage Reports In addition to other reports that may be required by this solicitation, the Contractor shall provide the following NASPO ValuePoint reports. a. Summary Sales Data. The Contractor shall submit quarterly sales reports directly to NASPO ValuePoint using the NASPO ValuePoint Quarterly Sales/Administrative Fee Reporting Tool found at http://www.naspo.org=NCPO/Calculator.aspx. Any/all sales made under this Master Agreement shall be reported as cumulative totals by state. Even if Contractor experiences zero sales during a calendar quarter, a report is still required. Reports shall be due no later than thirty (30) days following the end of the calendar quarter (as specified in the reporting tool). b. Detailed Sales Data. Contractor shall also report detailed sales data by: (1) state; (2) entity/customer type, e.g. local government, higher education, K12, non-profit; (3) Purchasing Entity name; (4) Purchasing Entity bill -to and ship -to locations; (4) Purchasing Entity and Contractor Purchase Order identifier/number(s); (5) Purchase Order Type (e.g. sales order, credit, return, upgrade, determined by industry practices); (6) Purchase Order date; (7) Ship Date; (8) and line item description, including product number if used. The report shall be submitted in any form required by the solicitation. Reports are due on a quarterly basis and must be received by the Lead State and 48 1 Page (Rev 05-05-15) NASPO ValuePoint Cooperative Development Team no later than thirty (30) days after the end of the reporting period. Reports shall be delivered to the Lead State and to the NASPO ValuePoint Cooperative Development Team electronically through a designated portal, email, CD-ROM, flash drive or other method as determined by the Lead State and NASPO ValuePoint. Detailed sales data reports shall include sales information for all sales under Participating Addenda executed under this Master Agreement. The format for the detailed sales data report is in shown in Attachment H. c. Reportable sales for the summary sales data report and detailed sales data report includes sales to employees for personal use where authorized by the solicitation and the Participating Addendum. Report data for employees should be limited to ONLY the state and entity they are participating under the authority of (state and agency, city, county, school district, etc.) and the amount of sales. No personal identification numbers, e.g. names, addresses, social security numbers or any other numerical identifier, may be submitted with any report. d. Contractor shall provide the NASPO ValuePoint Cooperative Development Coordinator with an executive summary each quarter that includes, at a minimum, a list of states with an active Participating Addendum, states that Contractor is in negotiations with and any Participating Addendum roll out or implementation activities and issues. NASPO ValuePoint Cooperative Development Coordinator and Contractor will determine the format and content of the executive summary. The executive summary is due thirty (30) days after the conclusion of each calendar quarter. e. Timely submission of these reports is a material requirement of the Master Agreement. The recipient of the reports shall have exclusive ownership of the media containing the reports. The Lead State and NASPO ValuePoint shall have a perpetual, irrevocable, non- exclusive, royalty free, transferable right to display, modify, copy, and otherwise use reports, data and information provided under this section. 8. NASPO ValuePoint Cooperative Program Marketing and Performance Review a. Contractor agrees to work cooperatively with NASPO ValuePoint personnel. Contractor agrees to present plans to NASPO ValuePoint for the education of Contractor's contract administrator(s) and sales/marketing workforce regarding the Master Agreement contract, including the competitive nature of NASPO ValuePoint procurements, the Master agreement and participating addendum process, and the manner in which qualifying entities can participate in the Master Agreement. b. Contractor agrees to participate in an annual contract performance review at a location selected by the Lead State and NASPO ValuePoint, which may include a discussion of marketing action plans, target strategies, marketing materials, as well as Contractor reporting and timeliness of payment of administration fees. 9. NASPO ValuePoint eMarket Center a. In July 2011, NASPO ValuePoint entered into a multi -year agreement with SciQuest, 49 1 Page (Rev 06-05-15) Inc. whereby SciQuest will provide certain electronic catalog hosting and management services to enable eligible NASPO ValuePoint's customers to access a central online website to view and/or shop the goods and services available from existing NASPO ValuePoint Cooperative Contracts. The central online website is referred to as the NASPO ValuePoint eMarket Center. b. The Contractor will have visibility in the eMarket Center through Ordering Instructions. These Ordering Instructions are available at no cost to the Contractor and provide customers information regarding the Contractors website and ordering information. The Contractor is required at a minimum to participate in the eMarket Center through Ordering Instructions. c. At a minimum, the Contractor agrees to the following timeline: NASPO ValuePoint eMarket Center Site Admin shall provide a written request to the Contractor to begin Ordering Instruction process. The Contractor shall have thirty (30) days from receipt of written request to work with NASPO ValuePoint to provide any unique information and ordering instructions that the Contractor would like the customer to have. d. If the solicitation requires either a catalog hosted on or integration of a punchout site with eMarket Center, or either solution is proposed by a Contractor and accepted by the Lead State, the provisions of the eMarket Center Appendix to these NASPO ValuePoint Master Agreement Terms and Conditions apply. 10. Right to Publish Throughout the duration of this Master Agreement, Contractor must secure from the Lead State prior approval for the release of information that pertains to the potential work or activities covered by the Master Agreement. This limitation does not preclude publication about the award of the Master Agreement or marketing activities consistent with any proposed and accepted marketing plan. The Contractor shall not make any representations of NASPO ValuePoint's opinion or position as to the quality or effectiveness of the services that are the subject of this Master Agreement without prior written consent. Failure to adhere to this requirement may result in termination of the Master Agreement for cause. 11. Price and Rate Guarantee Period All prices and rates must be guaranteed for the initial term of the Master Agreement. All discounts off Manufacturer's Suggested Retail Price are the minimum allowed throughout the term of the MPA including any optional year extensions. Following the initial Master Agreement period, any request for price or rate adjustment must be for an equal guarantee period, and must be made at least Ninety (90) Days prior to the effective date. Requests for price or rate adjustment must include sufficient documentation supporting the request. Any adjustment or amendment to the Master Agreement shall not be effective unless approved by the Lead State. No retroactive adjustments to prices or rates will be allowed. 50 1 Page (Rev 06-05-15) 12. Individual Customers Except to the extent modified by a Participating Addendum, each Purchasing Entity shall follow the terms and conditions of the Master Agreement and applicable Participating Addendum and will have the same rights and responsibilities for their purchases as the Lead State has in the Master Agreement, including but not limited to, any indemnity or right to recover any costs as such right is defined in the Master Agreement and applicable Participating Addendum for their purchases. Each Purchasing Entity will be responsible for its own charges, fees, and liabilities. The Contractor will apply the charges and invoice each Purchasing Entity individuals Administration of Orders 13. Ordering a. Master Agreement order and purchase order numbers shall be clearly shown on all acknowledgments, shipping labels, packing slips, invoices, and on all correspondence. b. Purchasing Entities may define project -specific requirements and informally compete the requirement among companies having a Master Agreement on an "as needed" basis. This procedure may also be used when requirements are aggregated or other firm commitments may be made to achieve reductions in pricing. This procedure may be modified in Participating Addenda and adapted to the Purchasing Entity's rules and policies. The Purchasing Entity may in its sole discretion determine which Master Agreement Contractors should be solicited for a quote. The Purchasing Entity may select the quote that it considers most advantageous, cost and other factors considered. c. Each Purchasing Entity will identify and utilize its own appropriate purchasing procedure and documentation. Contractor is expected to become familiar with the Purchasing Entities' rules, policies, and procedures regarding the ordering of supplies and/or services contemplated by this Master Agreement. Contractor shall not begin work without a valid Purchase Order or other appropriate commitment document under the law of the Purchasing Entity. d. Orders may be placed consistent with the terms of this Master Agreement during the term of the Master Agreement. e.All Orders pursuant to this Master Agreement, at a minimum, shall include: (1) The services or supplies being delivered; (2) The place and requested time of delivery; (3) A billing address; (4) The name, phone number, and address of the Purchasing Entity 51 1 Page (Rev 06-05-15) representative; (5) The price per hour or other pricing elements consistent with this Master Agreement and the contractor's proposal; (6) A ceiling amount of the order for services being ordered; and (7) The Master Agreement identifier. f. All communications concerning administration of Orders placed shall be furnished solely to the authorized purchasing agent within the Purchasing Entity's purchasing office, or to such other individual identified in writing in the Order. g. Orders must be placed pursuant to this Master Agreement prior to the termination date thereof, but may have a delivery date or performance period up to 120 days past the then -current termination date of this Master Agreement. Contractor is reminded that financial obligations of Purchasing Entities payable after the current applicable fiscal year are contingent upon agency funds for that purpose being appropriated, budgeted, and otherwise made available. h.Notwithstanding the expiration, cancellation or termination of this Master Agreement, Contractor agrees to perform in accordance with the terms of any Orders then outstanding at the time of such expiration or termination. Contractor shall not honor any Orders placed after the expiration, cancellation or termination of this Master Agreement, or otherwise inconsistent with its terms. Orders from any separate indefinite quantity, task orders, or other form of indefinite delivery order arrangement priced against this Master Agreement may not be placed after the expiration or termination of this Master Agreement, notwithstanding the term of any such indefinite delivery orderagreement. 14. Shipping and Delivery a. The prices are the delivered price to any Purchasing Entity. All deliveries shall be F.O.B. destination, freight pre -paid, with all transportation and handling charges paid by the Contractor. Responsibility and liability for loss or damage shall remain the Contractor's until final inspection and acceptance when responsibility shall pass to the Purchasing Entity except as to latent defects, fraud and Contractor's warranty obligations. The minimum shipment amount, if any, will be found in the special terms and conditions. Any order for less than the specified amount is to be shipped with the freight prepaid and added as a separate item on the invoice. Any portion of an Order to be shipped without transportation charges that is back ordered shall be shipped without charge. b. All deliveries will be "Inside Deliveries" as designated by a representative of the Purchasing Entity placing the Order. Inside Delivery refers to a delivery to other than a loading dock, front lobby, or reception area. Specific delivery instructions will be noted on the order form or Purchase Order. Any damage to the building interior, scratched walls, damage to the freight elevator, etc., will be the responsibility of the Contractor. If damage does occur, it is the responsibility of the Contractor to immediately notify the Purchasing Entity placing the Order. c. All products must be delivered in the manufacturer's standard package. Costs shall include all packing and/or crating charges. Cases shall be of durable construction, good 52 1 Page (Rev 06-05-15) condition, properly labeled and suitable in every respect for storage and handling of contents. Each shipping carton shall be marked with the commodity, brand, quantity, item code number and the Purchasing Entity's Purchase Order number 15. Laws and Regulations Any and all Products offered and furnished shall comply fully with all applicable Federal and State laws and regulations. 16. Inspection and Acceptance a. Where the Master Agreement or an Order does not otherwise specify a process for inspection and Acceptance, this section governs. This section is not intended to limit rights and remedies under the applicable commercial code. b. All Products are subject to inspection at reasonable times and places before Acceptance. Contractor shall provide right of access to the Lead State, or to any other authorized agent or official of the Lead State or other Participating or Purchasing Entity, at reasonable times, in order to monitor and evaluate performance, compliance, and/or quality assurance requirements under this Master Agreement. Products that do not meet specifications may be rejected. Failure to reject upon receipt, however, does not relieve the contractor of liability for material (nonconformity that substantial impairs value) latent or hidden defects subsequently revealed when goods are put to use. Acceptance of such goods may be revoked in accordance with the provisions of the applicable commercial code, and the Contractor is liable for any resulting expense incurred by the Purchasing Entity related to the preparation and shipping of Product rejected and returned, or for which Acceptance is revoked. If any services do not conform to contract requirements, the Purchasing Entity may require the Contractor to perform the services again in conformity with contract requirements, at no increase in Order amount. When defects cannot be corrected by re - performance, the Purchasing Entity may require the Contractor to take necessary action to ensure that future performance conforms to contract requirements; and reduce the contract price to reflect the reduced value of services performed. c. The warranty period shall begin upon Acceptance. d. Acceptance Testing may be explicitly set out in a Master Agreement to ensure conformance to an explicit standard of performance. Acceptance Testing means the process set forth in the Master Agreement for ascertaining that the Product meets the standard of performance prior to Acceptance by the Purchasing Entity. If Acceptance Testing is prescribed, this subsection applies to applicable Products purchased under this Master Agreement, including any additional, replacement, or substitute Product(s) and any Product(s) which are modified by or with the written approval of Contractor after Acceptance by the Purchasing Entity. The Acceptance Testing period shall be thirty (30) calendar days or other time period identified in this Master Agreement or the Participating Addendum, starting from the day after the Product is delivered or, if installed, the day after the Product is installed and Contractor certifies that the Product is ready for Acceptance Testing. If the Product does not meet the standard of performance during 53 1 Page (Rev 06-05-15) the initial period of Acceptance Testing, Purchasing Entity may, at its discretion, continue Acceptance Testing on a day-to-day basis until the standard of performance is met. Upon rejection, the Contractor will have fifteen (15) calendar days to cure the standard of performance issue(s). If after the cure period, the Product still has not met the standard of performance, the Purchasing Entity may, at its option: (a) declare Contractor to be in breach and terminate the Order; (b) demand replacement Product from Contractor at no additional cost to Purchasing Entity; or, (c) continue the cure period for an additional time period agreed upon by the Purchasing Entity and the Contractor. Contractor shall pay all costs related to the preparation and shipping of Product returned pursuant to the section. No Product shall be deemed Accepted and no charges shall be paid until the standard of performance is met. The warranty period shall begin upon Acceptance. 54 1 Page (Rev 06-05-15) 17. Payment Payment after Acceptance is normally made within 30 days following the date the entire order is delivered or the date a correct invoice is received, whichever is later. After 45 days the Contractor may assess overdue account charges up to a maximum rate of one percent per month on the outstanding balance, unless a different late payment amount is specified in a Participating Addendum, Order, or otherwise prescribed by applicable law. Payments will be remitted by mail or electronic transfer. Payments may be made via a State or political subdivision "Purchasing Card" with no additional charge. 18. Warranty Warranty provisions govern where specified elsewhere in the documents that constitute the Master Agreement; otherwise this section governs. The Contractor warrants for a period of one year from the date of Acceptance that: (a) the Product performs according to all specific claims that the Contractor made in its response to the solicitation, (b) the Product is suitable for the ordinary purposes for which such Product is used, (c) the Product is suitable for any special purposes identified in the solicitation or for which the Purchasing Entity has relied on the Contractor's skill or judgment, (d) the Product is designed and manufactured in a commercially reasonable manner, and (e) the Product is free of defects. Upon breach of the warranty, the Contractor will repair or replace (at no charge to the Purchasing Entity) the Product whose nonconformance is discovered and made known to the Contractor. If the repaired and/or replaced Product proves to be inadequate, or fails of its essential purpose, the Contractor will refund the full amount of any payments that have been made. The rights and remedies of the parties under this warranty are in addition to any other rights and remedies of the parties provided by law or equity, including, without limitation, actual damages, and, as applicable and awarded under the law, to a prevailing party, reasonable attorneys' fees and costs. 19. Title of Product Upon Acceptance by the Purchasing Entity, Contractor shall convey to Purchasing Entity title to the Product free and clear of all liens, encumbrances, or other security interests. Transfer of title to the Product shall include an irrevocable and perpetual license to use any Embedded Software in the Product. If Purchasing Entity subsequently transfers title of the Product to another entity, Purchasing Entity shall have the right to transfer the license to use the Embedded Software with the transfer of Product title. A subsequent transfer of this software license shall be at no additional cost or charge to either Purchasing Entity or Purchasing Entity's transferee. 20. License of Pre -Existing Intellectual Property Contractor grants to the Purchasing Entity a nonexclusive, perpetual, royalty -free, irrevocable, license to use, publish, translate, reproduce, transfer with any sale of tangible media or Product, perform, display, and dispose of the Intellectual Property, and its derivatives, used or delivered under this Master Agreement, but not created under it 55 1 Page ([Rev 06-05-15) ("Pre-existing Intellectual Property"). The Contractor shall be responsible for ensuring that this license is consistent with any third party rights in the Pre-existing Intellectual Property. General Provisions 21. Insurance a. Unless otherwise agreed in a Participating Addendum, Contractor shall, during the term of this Master Agreement, maintain in full force and effect, the insurance described in this section. Contractor shall acquire such insurance from an insurance carrier or carriers licensed to conduct business in each Participating Entity's state and having a rating of A-, Class VII or better, in the most recently published edition of A.M. Best's Insurance Reports. Failure to buy and maintain the required insurance may result in this Master Agreement's termination or, at a Participating Entity's option, result in termination of its Participating Addendum. b. Coverage shall be written on an occurrence basis. The minimum acceptable limits shall be as indicated below: (1) Commercial General Liability covering premises operations, independent contractors, products and completed operations, blanket contractual liability, personal injury (including death), advertising liability, and property damage, with a limit of not less than $1 million per occurrence/$2 million general aggregate; (2) Contractor must comply with any applicable State Workers Compensation or Employers Liability Insurance requirements. c. Contractor shall pay premiums on all insurance policies. Contractor shall provide notice to a Participating Entity who is a state within five (5) business days after Contractor is first aware of expiration, cancellation or nonrenewal of such policy or is first aware that cancellation is threatened or expiration, nonrenewal or expiration otherwise may occur. d. Prior to commencement of performance, Contractor shall provide to the Lead State a written endorsement to the Contractor's general liability insurance policy or other documentary evidence acceptable to the Lead State that (1) names the Participating States identified in the Request for Proposal as additional insureds, (2) provides for written notice of cancellation shall be delivered in accordance with the policy provisions, and (3) provides that the Contractor's liability insurance policy shall be primary, with any liability insurance of any Participating State as secondary and noncontributory. Unless otherwise agreed in any Participating Addendum, other state Participating Entities' rights and Contractor's obligations are the same as those specified in the first sentence ofthis subsection except the endorsement is provided to the applicable state. e. Contractor shall furnish to the Lead State copies of certificates of all required insurance in a form sufficient to show required coverage within thirty (30) calendar days of the execution of this Master Agreement and prior to performing any work. Copies of renewal certificates of all required insurance shall be furnished within thirty (30) days after any renewal date to the applicable state Participating Entity. Failure to provide evidence of 56 1 Page (Rev 06-05-15) coverage may, at the sole option of the Lead State, or any Participating Entity, result in this Master Agreement's termination or the termination of any Participating Addendum. e. Coverage and limits shall not limit Contractor's liability and obligations under this Master Agreement, any Participating Addendum, or any Purchase Order. 22. Records Administration and Audit. a. The Contractor shall maintain books, records, documents, and other evidence pertaining to this Master Agreement and Orders placed by Purchasing Entities under it to the extent and in such detail as shall adequately reflect performance and administration of payments and fees. Contractor shall permit the Lead State, a Participating Entity, a Purchasing Entity, the federal government (including its grant awarding entities and the U.S. Comptroller General), and any other duly authorized agent of a governmental agency, to audit, inspect, examine, copy and/or transcribe Contractor's books, documents, papers and records directly pertinent to this Master Agreement or orders placed by a Purchasing Entity under it for the purpose of making audits, examinations, excerpts, and transcriptions. This right shall survive for a period of five (5) years following termination of this Agreement or final payment for any order placed by a Purchasing Entity against this Agreement, whichever is later, or such longer period as is required by the Purchasing Entity's state statutes, to assure compliance with the terms hereof or to evaluate performance hereunder. b. Without limiting any other remedy available to any governmental entity, the Contractor shall reimburse the applicable Lead State, Participating Entity, or Purchasing Entity for any overpayments inconsistent with the terms of the Master Agreement or Orders or underpayment of fees found as a result of the examination of the Contractor's records. c. The rights and obligations herein exist in addition to any quality assurance obligation in the Master Agreement requiring the Contractor to self -audit contract obligations and that permits the Lead State to review compliance with those obligations. 23. Confidentiality, Non -Disclosure, and Injunctive Relief a. Confidentiality. Contractor acknowledges that it and its employees or agents may, in the course of providing a Product under this Master Agreement, be exposed to or acquire information that is confidential to Purchasing Entity or Purchasing Entity's clients. Any and all information of any form that is marked as confidential or would by its nature be deemed confidential obtained by Contractor or its employees or agents in the performance of this Master Agreement, including, but not necessarily limited to (1) any Purchasing Entity's records, (2) personnel records, and (3) information concerning individuals, is confidential information of Purchasing Entity ("Confidential Information"). Any reports or other documents or items (including software) that result from the use of the Confidential Information by Contractor shall be treated in the same manner as the Confidential Information. Confidential Information does not include information that (1) is or becomes (other than by disclosure by Contractor) publicly known; (2) is furnished by Purchasing Entity to others without restrictions similar to those imposed by this Master Agreement; (3) is rightfully in Contractor's possession without the obligation of nondisclosure prior to the time of its disclosure under this Master Agreement; (4) is 57 1 Page (Rev 06-05-15) obtained from a source other than Purchasing Entity without the obligation of confidentiality, (5) is disclosed with the written consent of Purchasing Entity or; (6) is independently developed by employees, agents or subcontractors of Contractor who can be shown to have had no access to the Confidential Information. b. Non -Disclosure. Contractor shall hold Confidential Information in confidence, using at least the industry standard of confidentiality, and shall not copy, reproduce, sell, assign, license, market, transfer or otherwise dispose of, give, or disclose Confidential Information to third parties or use Confidential Information for any purposes whatsoever other than what is necessary to the performance of Orders placed under this Master Agreement. Contractor shall advise each of its employees and agents of their obligations to keep Confidential Information confidential. Contractor shall use commercially c. Reasonable efforts to assist Purchasing Entity in identifying and preventing any unauthorized use or disclosure of any Confidential Information. Without limiting the generality of the foregoing, Contractor shall advise Purchasing Entity, applicable Participating Entity, and the Lead State immediately if Contractor learns or has reason to believe that any person who has had access to Confidential Information has violated or intends to violate the terms of this Master Agreement, and Contractor shall at its expense cooperate with Purchasing Entity in seeking injunctive or other equitable relief in the name of Purchasing Entity or Contractor against any such person. Except as directed by Purchasing Entity, Contractor will not at any time during or after the term of this Master Agreement disclose, directly or indirectly, any Confidential Information to any person, except in accordance with this Master Agreement, and that upon termination of this Master Agreement or at Purchasing Entity's request, Contractor shall turn over to Purchasing Entity all documents, papers, and other matter in Contractor's possession that embody Confidential Information. Notwithstanding the foregoing, Contractor may keep one copy of such Confidential Information necessary for quality assurance, audits and evidence of the performance of this Master Agreement. d. Injunctive Relief. Contractor acknowledges that breach of this section, including disclosure of any Confidential Information, will cause irreparable injury to Purchasing Entity that is inadequately compensable in damages. Accordingly, Purchasing Entity may seek and obtain injunctive relief against the breach or threatened breach of the foregoing undertakings, in addition to any other legal remedies that may be available. Contractor acknowledges and agrees that the covenants contained herein are necessary for the protection of the legitimate business interests of Purchasing Entity and are reasonable in scope and content. e. Purchasing Entity Law. These provisions shall be applicable only to extent they are not in conflict with the applicable public disclosure laws of any Purchasing Entity. 24. Public Information. This Master Agreement and all related documents are subject to disclosure pursuant to the Purchasing Entity's public information laws. 25. Assignment/Subcontracts a. Contractor shall not assign, sell, transfer, subcontract or sublet rights, or delegate 58 1 Page (Rev 06-05-15) responsibilities under this Master Agreement, in whole or in part, without the prior written approval of the Lead State. b. The Lead State reserves the right to assign any rights or duties, including written assignment of contract administration duties to NASPO Cooperative Purchasing Organization LLC, doing business as NASPO ValuePoint. 26. Changes in Contractor Representation The Contractor must notify the Lead State of changes in the Contractor's key administrative personnel managing the Master Agreement in writing within 10 calendar days of the change. The Lead State reserves the right to approve changes in key personnel, as identified in the Contractor's proposal. The Contractor agrees to propose replacement key personnel having substantially equal or better education, training, and experience as was possessed by the key person proposed and evaluated in the Contractor's proposal. 27. Independent Contractor The Contractor shall be an independent contractor. Contractor shall have no authorization, express or implied, to bind the Lead State, Participating States, other Participating Entities, or Purchasing Entities to any agreements, settlements, liability or understanding whatsoever, and agrees not to hold itself out as agent except as expressly set forth herein or as expressly agreed in any Participating Addendum. 28. Cancellation Unless otherwise stated, this Master Agreement may be canceled by either party upon 60 days' written notice prior to the effective date of the cancellation. Further, any Participating Entity may cancel its participation upon 30 days' written notice, unless otherwise limited or stated in the Participating Addendum. Cancellation may be in whole or in part. Any cancellation under this provision shall not affect the rights and obligations attending orders outstanding at the time of cancellation, including any right of a Purchasing Entity to indemnification by the Contractor, rights of payment for Products delivered and accepted, rights attending any warranty or default in performance in association with any Order, and requirements for records administration and audit. Cancellation of the Master Agreement due to Contractor default may be immediate. 29. Force Majeure Neither party to this Master Agreement shall be held responsible for delay or default caused by fire, riot, unusually severe weather, other acts of God, or war which are beyond that party's reasonable control. The Lead State may terminate this Master Agreement after determining such delay or default will reasonably prevent successful performance of the Master Agreement. 30. Defaults and Remedies a. The occurrence of any of the following events shall be an event of default under this Master Agreement: 59 1 Page (Rev 00-05-15) (1) Nonperformance of contractual requirements; or (2) A material breach of any term or condition of this Master Agreement; or (3) Any certification, representation or warranty by Contractor in response to the solicitation or in this Master Agreement that proves to be untrue or materially misleading; or (4) Institution of proceedings under any bankruptcy, insolvency, reorganization or similar law, by or against Contractor, or the appointment of a receiver or similar officer for Contractor or any of its property, which is not vacated or fully stayed within thirty (30) calendar days after the institution or occurrence thereof; or (5) Any default specified in another section of this Master Agreement. 60 1 Page (Rev 06-05-15) b. Upon the occurrence of an event of default, the Lead State shall issue a written notice of default, identifying the nature of the default, and providing a period of 15 calendar days in which Contractor shall have an opportunity to cure the default. The Lead State shall not be required to provide advance written notice or a cure period and may immediately terminate this Master Agreement in whole or in part if the Lead State, in its sole discretion, determines that it is reasonably necessary to preserve public safety or prevent immediate public crisis. Time allowed for cure shall not diminish or eliminate Contractor's liability for damages, including liquidated damages to the extent provided for under this Master Agreement. c. If Contractor is afforded an opportunity to cure and fails to cure the default within the period specified in the written notice of default, Contractor shall be in breach of its obligations under this Master Agreement and the Lead State shall have the right to exercise any or all of the following remedies: (1) Exercise any remedy provided by law; and (2) Terminate this Master Agreement and any related Contracts or portions thereof; and (3) Impose liquidated damages as provided in this Master Agreement; and (4) Suspend Contractor from being able to respond to future bid solicitations; and (5) Suspend Contractor's performance; and (6) Withhold payment until the default is remedied. d. Unless other specified in the Participating Addendum, in the event of a default under a Participating Addendum, a Participating Entity shall provide a written notice of default as described in this section and have all of the rights and remedies under this paragraph regarding its participation in the Master Agreement, in addition to those set forth in its Participating Addendum. Unless otherwise specified in a Purchase Order, a Purchasing Entity shall provide written notice of default as described in this section and have all of the rights and remedies under this paragraph and any applicable Participating Addendum with respect to an Order placed by the Purchasing Entity. Nothing in these Master Agreement Terms and Conditions shall be construed to limit the rights and remedies available to a Purchasing Entity under the applicable commercial code. 31. Waiver of Breach Failure of the Lead State, Participating Entity, or Purchasing Entity to declare a default or enforce any rights and remedies shall not operate as a waiver under this Master Agreement or Participating Addendum. Any waiver by the Lead State, Participating Entity, or Purchasing Entity must be in writing. Waiver by the Lead State or Participating Entity of any default, right or remedy under this Master Agreement or Participating 61 1 Page (Rev 06-05-15) Addendum, or by Purchasing Entity with respect to any Purchase Order, or breach of any terms or requirements of this Master Agreement, a Participating Addendum, or Purchase Order shall not be construed or operate as a waiver of any subsequent default or breach of such term or requirement, or of any other term or requirement under this Master Agreement, Participating Addendum, or Purchase Order. 32. Debarment The Contractor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction (contract) by any governmental department or agency. This certification represents a recurring certification made at the time any Order is placed under this Master Agreement. If the Contractor cannot certify this statement, attach a written explanation for review by the Lead State. 33. Indemnification a. Indemnification by the Contractor of the Lead State is governed by Section 7.1 W of this RFP. Otherwise, the Contractor shall defend, indemnify and hold harmless NASPO, NASPO Cooperative Purchasing Organization LLC (doing business as NASPO ValuePoint), Participating Entities, and Purchasing Entities, along with their officers, agents, and employees as well as any person or entity for which they may be liable, from and against third -party claims, damages or causes of action including reasonable attorneys' fees and related costs for any death, injury, or damage to tangible property arising from act(s), error(s), or omission(s) of the Contractor, its employees or subcontractors or volunteers, at any tier, relating to the performance under the Master Agreement. b. Indemnification — Intellectual Property. Indemnification by the Contractor of the Lead State is government by Section 7.2, State of Arizona Uniform Terms and Conditions, subsection 6.2. Otherwise, the Contractor shall defend, indemnify and hold harmless NASPO, NASPO Cooperative Purchasing Organization LLC (doing business as NASPO ValuePoint), Participating Entities, Purchasing Entities, along with their officers, agents, and employees as well as any person or entity for which they may be liable ("Indemnified Party"), from and against claims, damages or causes of action including reasonable attorneys' fees and related costs arising out of the claim that the Product or its use, infringes Intellectual Property rights ("Intellectual Property Claim") of another person or entity. (1) The Contractor's obligations under this section shall not extend to any combination of the Product with any other product, system or method, unless the Product, system or method is: (a) provided by the Contractor or the Contractor's subsidiaries oraffiliates; (b) specified by the Contractor to work with the Product; or (c) reasonably required, in order to use the Product in its intended manner, 62 1 Page (Rev 06-05-15) and the infringement could not have been avoided by substituting another reasonably available product, system or method capable of performing the same function; or (d) It would be reasonably expected to use the Product in combination with such product, system or method. (2) The Indemnified Party shall notify the Contractor within a reasonable time after receiving notice of an Intellectual Property Claim. Even if the Indemnified Party fails to provide reasonable notice, the Contractor shall not be relieved from its obligations unless the Contractor can demonstrate that it was prejudiced in defending the Intellectual Property Claim resulting in increased expenses or loss to the Contractor. If the Contractor promptly and reasonably investigates and defends any Intellectual Property Claim, it shall have control over the defense and settlement of it. However, the Indemnified Party must consent in writing for any money damages or obligations for which it may be responsible. The Indemnified Party shall furnish, at the Contractor's reasonable request and expense, information and assistance necessary for such defense. If the Contractor fails to vigorously pursue the defense or settlement of the Intellectual Property Claim, the Indemnified Party may assume the defense or settlement of it and the Contractor shall be liable for all costs and expenses, including reasonable attorneys' fees and related costs, incurred by the Indemnified Party in the pursuit of the Intellectual Property Claim. Unless otherwise agreed in writing, this section is not subject to any limitations of liability in this Master Agreement or in any other document executed in conjunction with this Master Agreement. 34. No Waiver of Sovereign Immunity In no event shall this Master Agreement, any Participating Addendum or any contract or any Purchase Order issued thereunder, or any act of the Lead State, a Participating Entity, or a Purchasing Entity be a waiver of any form of defense or immunity, whether sovereign immunity, governmental immunity, immunity based on the Eleventh Amendment to the Constitution of the United States or otherwise, from any claim or from the jurisdiction of any court. This section applies to a claim brought against the Participating Entities who are states only to the extent Congress has appropriately abrogated the state's sovereign immunity and is not consent by the state to be sued in federal court. This section is also not a waiver by the state of any form of immunity, including but not limited to sovereign immunity and immunity based on the Eleventh Amendment to the Constitution of the United States. 35. Governing Law and Venue a. The procurement, evaluation, and award of the Master Agreement shall be governed by and construed in accordance with the laws of the Lead State sponsoring and administering the procurement. The construction and effect of the Master Agreement after award shall be governed by the law of the state serving as Lead State. The construction and effect of any Participating Addendum or Order against the Master 63 1 Page (Rev 06-05-15) Agreement shall be governed by and construed in accordance with the laws of the Participating Entity's or Purchasing Entity's State. b. Unless otherwise specified in the RFP, the venue for any protest, claim, dispute or action relating to the procurement, evaluation, and award is in the Lead State. Venue for any claim, dispute or action concerning the terms of the Master Agreement shall be in the state serving as Lead State. Venue for any claim, dispute, or action concerning any Order placed against the Master Agreement or the effect of a Participating Addendum shall be in the Purchasing Entity's State. c. If a claim is brought in a federal forum, then it must be brought and adjudicated solely and exclusively within the United States District Court for (in decreasing order of priority): The Lead State for claims relating to the procurement, evaluation, award, or contract performance or administration if the Lead State is a party; a Participating State if a named party; the state where the Participating Entity or Purchasing Entity is located if either is a named party. 36. Assignment of Antitrust Rights Contractor irrevocably assigns to a Participating Entity who is a state any claim for relief or cause of action which the Contractor now has or which may accrue to the Contractor in the future by reason of any violation of state or federal antitrust laws (15 U.S.C. § 1- 15 or a Participating Entity's state antitrust provisions), as now in effect and as may be amended from time to time, in connection with any goods or services provided in that state for the purpose of carrying out the Contractor's obligations under this Master Agreement or Participating Addendum, including, at the Participating Entity's option, the right to control any such litigation on such claim for relief or cause of action. 37. Contract Provisions for Orders Utilizing Federal Funds. Pursuant to Appendix II to 2 Code of Federal Regulations (CFR) Part 200, Contract Provisions for Non -Federal Entity Contracts Under Federal Awards, Orders funded with federal funds may have additional contractual requirements or certifications that must be satisfied at the time the Order is placed or upon delivery. These federal requirements may be proposed by Participating Entities in Participating Addenda and Purchasing Entities for incorporation in Orders placed under this Master Agreement. (November 2015) 64 1 Page (Rev 06-05-15) eMarket Center Appendix a. This Appendix applies whenever a catalog hosted by or integration of a punchout site with eMarket Center is required by the solicitation or either solution is proposed by a Contractor and accepted by the Lead State. b. Supplier's Interface with the eMarket Center. There is no cost charged by SciQuest to the Contractor for loading a hosted catalog or integrating a punchout site. c. At a minimum, the Contractor agrees to the following: (1) Implementation Timeline: NASPO ValuePoint eMarket Center Site Admin shall provide a written request to the Contractor to begin enablement process. The Contractor shall have fifteen (15) days from receipt of written request to work with NASPO ValuePoint and SciQuest to set up an enablement schedule, at which time SciQuest's technical documentation shall be provided to the Contractor. The schedule will include future calls and milestone dates related to test and go live dates. The contractor shall have a total of Ninety (90) days to deliver either a (1) hosted catalog or (2) punch -out catalog, from date of receipt of written request. (2) NASPO ValuePoint and SciQuest will work with the Contractor, to decide which of the catalog structures (either hosted or punch -out as further described below) shall be provided by the Contractor. Whether hosted or punch -out, the catalog must be strictly limited to the Contractor's awarded contract offering (e.g. products and/or services not authorized through the resulting cooperative contract should not be viewable by NASPO ValuePoint Participating Entity users). (a) Hosted Catalog. By providing a hosted catalog, the Contractor is providing a list of its awarded products/services and pricing in an electronic data file in a format acceptable to SciQuest, such as Tab Delimited Text files. In this scenario, the Contractor must submit updated electronic data [Insert Time Frame Here] to the eMarket Center for the Lead State's approval to maintain the most up-to-date version of its product/service offering under the cooperative contract in the eMarket Center. (b) Punch -Out Catalog. By providing a punch -out catalog, the Contractor is providing its own online catalog, which must be capable of being integrated with the eMarket Center as a. Standard punch -in via Commerce eXtensible Markup Language (cXML). In this scenario, the Contractor shall validate that its online catalog is up-to-date by providing a written update to the Lead State stating they have audited the offered products/services and pricing listed on its online catalog. The site must also return detailed UNSPSC codes (as outlined in line 3) for each line item. Contractor also agrees to provide a -Quote functionality to facilitate volume discounts. d. Revising Pricing and Product Offerings: Any revisions to product/service offerings 65 1 Page (Rev 06-05-15) (new products, altered SKUs, new pricing etc.) must be pre -approved by the Lead State and shall be subject to any other applicable restrictions with respect to the frequency or amount of such revisions. However, no cooperative contract enabled in the eMarket Center may include price changes on a more frequent basis than once per year. The following conditions apply with respect to hosted catalogs: (1). Updated pricing files are required by the 1 st of the month and shall go into effect in the eMarket Center on the 1st day of the following month (i.e. file received on 1/01/13 would be effective in the eMarket Center on 2/01/13). Files received after the 1 st of the month may be delayed up to a month (i.e. file received on 11/06/09 would be effect in the eMarket Center on 1/01/10). (2) Lead State -approved price changes are not effective until implemented within the eMarket Center. Errors in the Contractor's submitted pricing files will delay the implementation of the price changes in eMarket Center. e. Supplier Network Requirements: Contractor shall join the SciQuest Supplier Network (SQSN) and shall use the SciQuest's Supplier Portal to import the Contractor's catalog and pricing, into the SciQuest system, and view reports on catalog spend and product/pricing freshness. The Contractor can receive orders through electronic delivery (cXML) or through low -tech options such as fax. More information about the SQSN can be found at: www.sciguest.com or call the SciQuest Supplier Network Services team at 800-233-1121. f. Minimum Requirements: Whether the Contractor is providing a hosted catalog or a punch -out catalog, the Contractor agrees to meet the following requirements: (1) Catalog must contain the most current pricing, including all applicable administrative fees and/or discounts, as well as the most up-to-date product/service offering the Contractor is authorized to provide in accordance with the cooperative contract; and (2) The accuracy of the catalog must be maintained by Contractor throughout the duration of the cooperative contract between the Contractor and the Contract Administrator; and (3) The Catalog must include a Lead State contract identification number; and (4) The Catalog must include detailed product line item descriptions; and (5) The Catalog must include pictures when possible; and (6) The Catalog must include any additional NASPO ValuePoint and Participating Addendum requirements. Although suppliers in the SQSN normally submit one (1) catalog, it is possible to have multiple contracts applicable to different NASPO ValuePoint Participating Entities. For example, a supplier may have different pricing for 66 1 Page (Rev 06-05-15) state government agencies and Board of Regents institutions. Suppliers have the ability and responsibility to submit separate contract pricing for the same catalog if applicable. The system will deliver the appropriate contract pricing to the user viewing the catalog. g. Order Acceptance Requirements: Contractor must be able to accept Purchase Orders via fax or cXML. The Contractor shall provide positive confirmation via phone or email within 24 hours of the Contractor's receipt of the Purchase Order. If the Purchasing Order is received after 3pm EST on the day before a weekend or holiday, the Contractor must provide positive confirmation via phone or email on the next business day. h. UNSPSC Requirements: Contractor shall support use of the United Nations Standard Product and Services Code (UNSPSC). UNSPSC versions that must be adhered to are driven by SciQuest for the suppliers and are upgraded every year. NASPO ValuePoint reserves the right to migrate to future versions of the UNSPSC and the Contractor shall be required to support the migration effort. All line items, goods or services provided under the resulting statewide contract must be associated to a UNSPSC code. All line items must be identified at the most detailed UNSPSC level indicated by segment, family, class and commodity. More information about the UNSPSC is available at: http://www.unspsc.com and http://www.unspsc.com/FAQs.asp#howdoesunspscwork. i. Applicability: Contractor agrees that NASPO ValuePoint controls which contracts appear in the eMarket Center and that NASPO ValuePoint may elect at any time to remove any supplier's offering from the eMarket Center. j. The Lead State reserves the right to approve the pricing on the eMarket Center. This catalog review right is solely for the benefit of the Lead State and Participating Entities, and the review and approval shall not waive the requirement that products and services be offered at prices (and approved fees) required by the Master Agreement. k. Several NASPO ValuePoint Participating Entities currently maintain separate SciQuest eMarketplaces, these Participating Entities do enable certain NASPO ValuePoint Cooperative Contracts. In the event one of these entities elects to use this NASPO ValuePoint Cooperative Contract (available through the eMarket Center) but publish to their own eMarketplace, the Contractor agrees to work in good faith with the entity and NASPO ValuePoint to implement the catalog. NASPO ValuePoint does not anticipate that this will require substantial additional efforts by the Contractor; however, the supplier agrees to take commercially reasonable efforts to enable such separate SciQuest catalogs. 67 1 Page (Rev 06-05-15) Section 7: Lead State (State of Arizona) Terms and Conditions 7.1 State of Arizona Special terms and Conditions A. Purpose Pursuant to provisions of the Arizona Procurement Code. A.R.S. 41-2501 Et Seq., the State of Arizona intends to establish a Contract (Participating Addendum, PA) for the materials or services as listed herein on service to the State. B. Contract Type- Fixed Price C. Licenses Contractor shall maintain in current status all Federal, State and Local licenses and permits required for the operation of a business conducted by the contractor. D. Volume of Work The State does not guarantee a specific amount of work either for the life of the Contract or on an annual basis. E. Key Personnel It is essential that the contractor provide an adequate staff of experienced personnel, capable of and devoted to the successful accomplishment of work to be performed under this contract. The contractor must assign specific individuals to the key positions. 1. The Contractor agrees that, once assigned to work under this Contract, key personnel shall not be removed or replaced without written notice to the State. 2. Key personnel who are not available for work under this Contract for a continuous period exceeding thirty (30) calendar days, or are expected to devote substantially less effort to the work than initially anticipated, the contractor shall immediately notify the State and shall subject to the concurrence of the State, replace such personnel of substantially equal ability and qualifications. F. Price or Rate Adjustment Any price or rate adjustment shall be within the confines of the awarded contract, or as negotiated in service to this Contract. Any price or rate adjustment requested must not exceed the Producers Price Index (PPI) by Industry: Other Commercial and Service Industry Machinery Manufacturing: Mailing, Letter Handling, and Addressing Machines, Except Parts and Attachments, Series ID: PCU3333183333183A at time of requested adjustment. Any negotiated price adjustments for this Contract shall be documented via a bilateral Contract Amendment. 68 1 Page (Rev 06-05-15) G. Information Disclosure The Contractor shall establish and maintain procedures and controls that are acceptable to the State for the purpose of assuring that no information contained in its records or obtained from the state or from others in carrying out its functions under the contract shall be used or disclosed by it, its agents, officers, or employees, except as required to efficiently perform duties under the Contract. Persons requesting such information should be referred to the State. The Contractor also agrees that any information pertaining to individual persons shall not be divulged other than to employees or officers of the Contractor as needed for the performance of duties under the Contract, unless otherwise agreed to in writing by the State. H. Employees of the Contractor All employees of the Contractor employed in the performance of work under the Contract shall be considered employees of the Contractor at all times, and not employees of the State. The Contractor shall comply with the Social Security Act, Workman's Compensation laws and Unemployment laws of the State of Arizona and all State, local and Federal legislation relevant to the Contractor's business. Warranty All services supplied under this Contract shall be fully guaranteed by the Contractor for a minimum period of ninety (90) days from the date of acceptance by the State. Any defects of design, workmanship, or delivered materials that would result in non-compliance shall be fully corrected by the Contractor without cost to the State. J. Non -Exclusive Contract Any Contract resulting from this solicitation shall be awarded with the understanding and agreement that it is for the sole convenience of the State of Arizona. The State reserves the right to obtain like goods or services from another source when necessary, or when determined to be in the best interest of the State. Method of Assessment: At the completion of each quarter, the contractor reviews all sales under their contract in preparation for submission of their Usage Report. The contractor identifies all sales receipts transacted by members of the State Purchasing Cooperative and assesses one percent (1.0%) of this amount in their Usage Report. An updated list of State Purchasing Cooperative members may be found at: https://spo.az.gov/state-purchasing- cooperative. At its option, the State may expand or narrow the applicability of this fee. The State shall provide thirty (30) written notice prior to exercising or changing this option. The contractor shall summarize all sales, along with all assessed Administrative Fee amounts within their Usage Report, including total amounts for the following: 69 1 Page (Rev 06-05-15) • Total sales receipts from State agencies, boards and commissions; • Total sales receipts from members of the State Purchasing Cooperative; and • Total Administrative Fee amount based on one percent (1.0%) of the sales receipts from members of the State Purchasing Cooperative. 2. Submission of Reports and Fees: Within thirty (30) days following the end of the quarter, the contractor submits their Usage Report and if applicable, a check in the amount of one percent (1%) of their sales receipts from members of the State Purchasing Cooperative, to the Department of Administration, State Procurement Office. Contractors are required to use the State's current report templates unless you have authorization from your contract officer to use a different format. You need to complete Form 799, which is a cover letter that gives the totals of your transactions; and Form 801, which is an Excel spreadsheet that details your transactions. Sales to state agencies and the cooperative members are to be totaled separately. The most current forms can be downloaded at https://spo.az.gov/statewide-contracts- administrative-fee. 4.1 The submission schedule for Administrative Fees and Usage reports shall be as follows: FY Q1, July through September Due October 31 FY Q2, October through December Due January 31 FY Q3, January through March Due by April 30 FY Q4, April through June Due by July 31 2.2 Usage Reports and any questions are to be submitted by email to the state's designated usage report email address: usage(a)azdoa.gov 3. Administrative Fee The Administrative Fee shall be a part of the Contractor's unit prices and is not to be charged directly to the customer in the form of a separate line item. Statewide contracts shall not have separate prices for State Agency customers and State Purchasing Cooperative customers. 4. Contractor's failure to remit administrative fees Contractor's failure to remit administrative fees in a timely manner consistent with the contract's requirements may result in the State exercising any recourse available under the contract or as provided for by law. K. Compensation 70 1 Page (Rev 06-05-15) Should the Contractor fail to provide all required services or deliver work products, as agreed upon by State and the Contractor, the State shall be entitled to invoke applicable remedies, including but not limited to, withholding payment to the Contractor and declaring the Contractor in material breach of the Contract. If the Contractor is in any manner in default of any obligation or the Contractor's work or performance is determined by the State to be defective, sub -standard, or if audit exceptions are identified, the State may, in addition to other available remedies, either adjust the amount of payment or withhold payment until satisfactory resolution of the default, defect, exception or sub -standard performance. The Contractor shall reimburse the State on demand, or the State may deduct from future payments, any amounts paid for work products or performance which are determined to be an audit exception, defective or sub -standard performance. The Contractor shall correct its mistakes or errors without additional cost to the State. The State shall be the sole determiner as to defective or sub -standard performance. The Contractor shall fulfill their contractual requirements including the Deliverables identified in the Statement of Work and fulfill the roles and responsibilities described in the Statement of Work for a firm fixed price, inclusive of travel and travel -related expenses. The fixed amount shall be inclusive of any fees for the use of any third party products or services required for use in the performance of this Contract. L. Offshore Performance of Work Prohibited Due to security and identity protection concerns, direct services under this contract shall be performed within the borders of the United States. Any services that are described in the specifications or scope of work that directly serve the State of Arizona or its clients and may involve access to secure or sensitive data or personal client data or development or modification of software for the State shall be performed within the borders of the United States. Unless specifically stated otherwise in the specifications, this definition does not apply to indirect or "overhead" services, redundant back-up services or services that are incidental to the performance of the contract. This provision applies to work performed by subcontractors at all tiers. M. Indemnification and Insurance 1.1 To the fullest extent permitted by law, Contractor shall defend, indemnify, and hold harmless the State of Arizona, and its departments, agencies, boards, commissions, universities, and any jurisdiction or agency issuing permits for any work included in the project, and their respective directors, officers, officials, agents and employees (hereinafter referred to as "Indemnitee") from and against any and all claims, actions, liabilities, costs, losses, or expenses, (including reasonable attorney's fees), (hereinafter collectively referred to as "Claims") arising out of actual or alleged bodily injury or personal injury of any person (including death) or 71 1 Page (Rev 06-05-15) loss or damage to tangible or intangible property caused, or alleged to be caused, in whole or in part, by the negligent or willful acts or omissions of Contractor or any of Contractor's directors, officers, agents, employees, volunteers or subcontractors. This indemnity includes any claim or amount arising or recovered under the Workers' Compensation Law or arising out of the failure of Contractor to conform to any federal, state or local law, statute, ordinance, rule, regulation or court decree. It is the specific intention of the parties that the Indemnitee shall, in all instances, except for Claims arising solely from the negligent or willful acts or omissions of the Indemnitee, be indemnified by Contractor from and against any and all Claims. It is agreed that Contractor will be responsible for primary loss investigation, defense and judgment costs where this indemnification is applicable. This indemnification will survive the termination of the above listed contract with the Contractor. This indemnity shall not apply if the contractor or sub-contractor(s) is/are an agency, board, commission or university of the State of Arizona. 1.2 Insurance Requirements 1.2.1 Contractor and subcontractors shall procure and maintain, until all of their obligations have been discharged, including any warranty periods under this Contract, insurance against claims for injury to persons or damage to property arising from, or in connection with, the performance of the work hereunder by the Contractor, its agents, representatives, employees or subcontractors. 1.2.2 The Insurance Requirements herein are minimum requirements for this Contract and in no way limit the indemnity covenants contained in this Contract. The State of Arizona in no way warrants that the minimum limits contained herein are sufficient to protect the Contractor from liabilities that arise out of the performance of the work under this Contract by the Contractor, its agents, representatives, employees or subcontractors, and the Contractor is free to purchase additional insurance. 1.3 Minimum Scope and Limits of Insurance Contractor shall provide coverage with limits of liability not less than those stated below. 1.3.1 Commercial General Liability (CGL) — Occurrence Form Policy shall include bodily injury, property damage, and broad form contractual liability coverage. 72 1 Page (Rev 06-05-15) General Aggregate $2,000,000 Products — Completed Operations Aggregate $1,000,000 Personal and Advertising Injury $1,000,000 Damage to Rented Premises $50,000 Each Occurrence $1,000,000 a The policy shall be endorsed, as required by this written agreement, to include the State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees as additional insureds with respect to liability arising out of the activities performed by or on behalf of the Contractor I:x Policy shall contain a waiver of subrogation endorsement, as required by this written agreement, in favor of the State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees for losses arising from work performed by or on behalf of the Contractor. 1.3.2 Business Automobile Liability Bodily Injury and Property Damage for any owned, hired, and/or non -owned automobiles used in the performance of this Contract. ❑ Combined Single Limit (CSL) $1,000,000 Policy shall be endorsed, as required by this written agreement, to include the State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees as additional insureds with respect to liability arising out of the activities performed by, or on behalf of, the Contractor involving automobiles owned, hired and/or non -owned by the Contractor. c Policy shall contain a waiver of subrogation endorsement as required by this written agreement in favor of the State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees for losses arising from work performed by or on behalf of the Contractor. 1.3.3 Workers' Compensation and Employers' Liability ❑ Workers' Compensation Statutory ❑ Employers' Liability ❑ Each Accident $1,000,000 ❑ Disease — Each Employee $1,000,000 ❑ Disease — Policy Limit $1,000,000 73 1 Page ([Rev 06-0.5-15) d Policy shall contain a waiver of subrogation endorsement, as required by this written agreement, in favor of the State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees for losses arising from work performed by or on behalf of the Contractor. e This requirement shall not apply to each Contractor or subcontractor that is exempt under A.R.S. § 23-901, and when such Contractor or subcontractor executes the appropriate waiver form (Sole Proprietor or Independent Contractor). 1.3.4 Technology Errors & Omissions Insurance ❑ Each Claim $2,000,000 ❑ Annual Aggregate $2,000,000 Such insurance shall cover any, and all errors, omissions, or negligent acts in the delivery of products, services, and/or licensed programs under this contract. g. Coverage shall include or shall not exclude settlement and/or defense of claims involving intellectual property, including but not limited to patent or copyright infringement. h In the event that the Tech E&O insurance required by this Contract is written on a claims -made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this Contract and, either continuous coverage will be maintained or an extended discovery period will be exercised for a period of two (2) years, beginning at the time work under this Contract is completed. 1.3.5 Media Liability Coverage ❑ Each Claim $2,000,000 ❑ Annual Aggregate $2,000,000 i. Such insurance shall cover any and all errors and omissions or negligent acts in the production of content, including but not limited to plagiarism, defamation, libel, slander, false advertising, invasion of privacy, and infringement of copyright, title, slogan, trademark, service mark and trade dress. j. In the event that the Media Liability insurance required by this Contract is written on a claims -made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this Contract and, either continuous coverage will be maintained, or an extended discovery period will be 74 1 Page (Rev 06-05-15) exercised for a period of two (2) years beginning at the time work under this Contract is completed. 1.4 Additional Insurance Requirements The policies shall include, or be endorsed to include, as required by this written agreement, the following provisions: 1.4.1 The Contractor's policies, as applicable, shall stipulate that the insurance afforded the Contractor shall be primary and that any insurance carried by the Department, its agents, officials, employees or the State of Arizona shall be excess and not contributory insurance, as provided by A.R.S. § 41- 621 (E). 1.4.2 Insurance provided by the Contractor shall not limit the Contractor's liability assumed under the indemnification provisions of this Contract 1.5 Notice of Cancellation Applicable to all insurance policies required within the Insurance Requirements of this Contract, Contractor's insurance shall not be permitted to expire, be suspended, be canceled, or be materially changed for any reason without thirty (30) days prior written notice to the State of Arizona. Within two (2) business days of receipt, Contractor must provide notice to the State of Arizona if they receive notice of a policy that has been or will be suspended, canceled, materially changed for any reason, has expired, or will be expiring. Such notice shall be sent directly to the Department and shall be mailed, emailed, hand delivered or sent by facsimile transmission to (State Representative's Name, Address & Fax Number). 1.6 Acceptability of Insurers Contractor's insurance shall be placed with companies licensed in the State of Arizona or hold approved non -admitted status on the Arizona Department of Insurance List of Qualified Unauthorized Insurers. Insurers shall have an "A.M. Best" rating of not less than A- VII. The State of Arizona in no way warrants that the above - required minimum insurer rating is sufficient to protect the Contractor from potential insurer insolvency. 1.7 Verification of Coverage Contractor shall furnish the State of Arizona with certificates of insurance (valid ACORD form or equivalent approved by the State of Arizona) as required by this Contract. An authorized representative of the insurer shall sign the certificates. 75 1 Page (Rev 00-05-15) 1.7.1 All certificates and endorsements, as required by this written agreement, are to be received and approved by the State of Arizona before work commences. Each insurance policy required by this Contract must be in effect at, or prior to, commencement of work under this Contract. Failure to maintain the insurance policies as required by this Contract, or to provide evidence of renewal, is a material breach of contract. 1.7.2 All certificates required by this Contract shall be sent directly to the Department. The State of Arizona project/contract number and project description shall be noted on the certificate of insurance. The State of Arizona reserves the right to require complete copies of all insurance policies required by this Contract at any time. 1.8 Subcontractors Contractor's certificate(s) shall include all subcontractors as insureds under its policies or Contractor shall be responsible for ensuring and/or verifying that all subcontractors have valid and collectable insurance as evidenced by the certificates of insurance and endorsements for each subcontractor. All coverages for subcontractors shall be subject to the minimum Insurance Requirements identified above. The Department reserves the right to require, at any time throughout the life of this contract, proof from the Contractor that its subcontractors have the required coverage. 1.9 Approval and Modifications The Contracting Agency, in consultation with State Risk, reserves the right to review or make modifications to the insurance limits, required coverages, or endorsements throughout the life of this contract, as deemed necessary. Such action will not require a formal Contract amendment but may be made by administrative action. 1.10 Exceptions In the event the Contractor or subcontractor(s) is/are a public entity, then the Insurance Requirements shall not apply. Such public entity shall provide a certificate of self-insurance. If the Contractor or subcontractor(s) is/are a State of Arizona agency, board, commission, or university, none of the above shall apply. P. Data Privacy/Security Incident Management 76 1 Page (Rev 06-05-15) Contractor and its agents shall cooperate and collaborate with appropriate State personnel to identify and respond to an information security or data privacy incident, including a security breach. 1. Threat of Security Breach Contractor(s) agrees to notify the State Chief Information Officer (CIO), the State Chief Information Security Officer (CISO) and other key personnel as identified by the State of any perceived threats placing the supported infrastructure and/or applications in danger of breach of security. The speed of notice shall be at least commensurate with the level of threat, as perceived by the Contractor(s). The State agrees to provide contact information for the State CIO, CISO and key personnel to the Contractor(s). 2. Discovery of Security Breach Contractor agrees to immediately notify the State CIO, the CISO and key personnel as identified by the State of a discovered breach of security. The State agrees to provide contact information for the State CIO, the CISO and key personnel. Q. Access Constraints and Requirements Contractor access to State facilities and resources shall be properly authorized by State personnel, based on business need and will be restricted to least possible privilege. Upon approval of access privileges, the Contractor shall maintain strict adherence to all policies, standards, and procedures. Policies/ Standards, ADOA/ASET Policies / Procedures, and Arizona Revised Statues (A.R.S.) §28-447, §28-449, §38-421, §13-2408, §13-2316, §41-770. Failure of the Contractor, its agents or subcontractors to comply with policies, standards, and procedures including any person who commits an unlawful breach or harmful access (physical or virtual) will be subject to prosecution under all applicable state and / or federal laws. Any and all recovery or reconstruction costs or other liabilities associated with an unlawful breach or harmful access shall be paid by the Contractor. R. Compliance Requirements for A.R.S. § 41-4401, Government Procurement: E- Verify Requirement 1. The Contractor warrants compliance with all Federal immigration laws and regulations relating to employees and warrants its compliance with Section A.R.S. § 23-214, Subsection A. (That subsection reads: "After December 31, 2007, every employer, after hiring an employee, shall verify the employment eligibility of the employee through the E-Verify program.) 2. A breach of a warranty regarding compliance with immigration laws and regulations shall be deemed a material breach of the Contract and the 77 1 Page (Rev 06-05-15) Contractor may be subject to penalties up to and including termination of the Contract. 3. Failure to comply with a State audit process to randomly verify the employment records of Contractors and subcontractors shall be deemed a material breach of the Contract and the Contractor may be subject to penalties up to and including termination of the Contract. 4. The State Agency retains the legal right to inspect the papers of any employee who works on the Contract to ensure that the Contractor or subcontractor is complying with the warranty under paragraph One (1). 7.2 State of Arizona Uniform Terms and Conditions 1. Definition of Terms As used in this Solicitation and any resulting Contract, the terms listed below are defined as follows: 1.1. "Attachment' means any item the Solicitation requires the Offeror to submit as part of the Offer. 1.2. "Contract' means the combination of the Solicitation, including the Uniform and Special Instructions to Offerors, the Uniform and Special Terms and Conditions, and the Specifications and Statement orScope of Work; the Offer and any Best and Final Offers; and any Solicitation Amendments or Contract Amendments. 1.3. "Contract Amendment" means a written document signed by the Procurement Officer that is issued for the purpose of making changes in the Contract. 1.4. "Contractor" means any person who has a Contract with the State. 1.5. "Days" means calendar days unless otherwise specified. 1.6. "Exhibit' means any item labeled as an Exhibit in the Solicitation or placed in the Exhibits section of the Solicitation. 1.7. "Gratuity" means a payment, loan, subscription, advance, deposit of money, services, or anything of more than nominal value, present or promised, unless consideration of substantially equal or greater value is received. 1.8. "Materials" means all property, including equipment, supplies, printing, insurance and leases of property but does not include land, a permanent interest in land or real property or leasing space. 78 1 Page (Rev 06-05-15) 1.9. "Procurement Officer" means the person, or his or her designee, duly authorized by the State to enter into and administer Contracts and make written determinations with respect to the Contract. 1.10. "Services" means the furnishing of labor, time or effort by a contractor or subcontractor which does not involve the delivery of a specific end product other than required reports and performance, but does not include employment agreements or collective bargaining agreements. 1.11. "Subcontract' means any Contract, express or implied, between the Contractor and another party or between a subcontractor and another party delegating or assigning, in whole or in part, the making or furnishing of any material or any service required for the performance of the Contract. 1.12. "State" means the State of Arizona and Department or Agency of the State that executes the Contract. 1.13. "State Fiscal Year" means the period beginning with July 1 and ending June 30. 2. Contract Interpretation 2.1. Arizona Law. The Arizona law applies to this Contract including, where applicable, the Uniform Commercial Code as adopted by the State of Arizona and the Arizona Procurement Code, Arizona Revised Statutes (A.R.S.) Title 41, Chapter 23, and its implementing rules, Arizona Administrative Code (A.A.C.) Title 2, Chapter 7. 2.2. Implied Contract Terms. Each provision of law and any terms required by law to be in this Contract are a part of this Contract as if fully stated in it. 2.3. Contract Order of Precedence. In the event of a conflict in the provisions of the Contract, as accepted by the State and as they may be amended, the following shall prevail in the order set forth below: 2.3.1. Special Terms and Conditions; 2.3.2 Uniform Terms and Conditions; 2.3.3. Statement or Scope of Work; 2.3.4. Specifications; 2.3.5. Attachments; 2.3.6. Exhibits; 2.3.7. Documents referenced or included in the Solicitation. 2.4. Relationship of Parties. The Contractor under this Contract is an independent Contractor. Neither party to this Contract shall be deemed to be the employee or agent of the other party to the Contract. 79 1 Page (Rev 06-05-15) 2.5. Severability. The provisions of this Contract are severable. Any term or condition deemed illegal or invalid shall not affect any other term or condition of the Contract. 2.6. No Parole Evidence. This Contract is intended by the parties as a final and complete expression of their agreement. No course of prior dealings between the parties and no usage of the trade shall supplement or explain any terms used in this document and no other understanding either oral or in writing shall be binding. 2.7. No Waiver. Either party's failure to insist on strict performance of any term or condition of the Contract shall not be deemed a waiver of that term or condition even if the party accepting or acquiescing in the nonconforming performance knows of the nature of the performance and fails to object to it. 3. Contract Administration and Operation 3.1. Records. Under A.R.S. § 35-214 and § 35-215, the Contractor shall retain and shall contractually require each subcontractor to retain all data and other "records" relating to the acquisition and performance of the Contract for a period of five years after the completion of the Contract. All records shall be subject to inspection and audit by the State at reasonable times. Upon request, the Contractor shall produce a legible copy of any or all such records. 3.2. Non -Discrimination. The Contractor shall comply with State Executive Order No. 2009-09 and all other applicable Federal and State laws, rules and regulations, including the Americans with Disabilities Act. 3.3. Audit. Pursuant to ARS § 35-214, at any time during the term of this Contract and five (5) years thereafter, the Contractor's or any subcontractor's books and records shall be subject to audit by the State and, where applicable, the Federal Government, to the extent that the books and records relate to the performance of the Contract or Subcontract. 3.4. Facilities Inspection and Materials Testing. The Contractor agrees to permit access to its facilities, subcontractor facilities and the Contractor's processes or services, at reasonable times for inspection of the facilities or materials covered under this Contract. The State shall also have the right to test, at its own cost, the materials to be supplied under this Contract. Neither inspection of the Contractor's facilities nor materials testing shall constitute final acceptance of the materials or services. If the State determines non-compliance of the materials, the Contractor shall be responsible for the payment of all costs incurred by the State for testing and inspection. 80 1 Page (Rev 06-05-15) 3.5. Notices. Notices to the Contractor required by this Contract shall be made by the State to the person indicated on the Offer and Acceptance form submitted by the Contractor unless otherwise stated in the Contract. Notices to the State required by the Contract shall be made by the Contractor to the Solicitation Contact Person indicated on the Solicitation cover sheet, unless otherwise stated in the Contract. An authorized Procurement Officer and an authorized Contractor representative may change their respective person to whom notice shall be given by written notice to the other and an amendment to the Contract shall not be necessary. 3.6. Advertising, Publishing and Promotion of Contract. The Contractor shall not use, advertise or promote information for commercial benefit concerning this Contract without the prior written approval of the Procurement Officer. 3.7. Property of the State. Any materials, including reports, computer programs and other deliverables, created under this Contract are the sole property of the State. The Contractor is not entitled to a patent or copyright on those materials and may not transfer the patent or copyright to anyone else. The Contractor shall not use or release these materials without the prior written consent of the State. 3.8. Ownership of Intellectual Property. Any and all intellectual property, including but not limited to copyright, invention, trademark, trade name, service mark, and/or trade secrets created or conceived pursuant to or as a result of this contract and any related subcontract ("Intellectual Property"), shall be work made for hire and the State shall be considered the creator of such Intellectual Property. The agency, department, division, board or commission of the State of Arizona requesting the issuance of this contract shall own (for and on behalf of the State) the entire right, title and interest to the Intellectual Property throughout the world. Contractor shall notify the State, within thirty (30) days, of the creation of any Intellectual Property by it or its subcontractor(s). Contractor, on behalf of itself and any subcontractor(s), agrees to execute any and all document(s) necessary to assure ownership of the Intellectual Property vests in the State and shall take no affirmative actions that might have the effect of vesting all or part of the Intellectual Property in any entity other than the State. The Intellectual Property shall not be disclosed by contractor or its subcontractor(s) to any entity not the State without the express written authorization of the agency, department, division, board or commission of the State of Arizona requesting the issuance of this contract. 3.9. Federal Immigration and Nationality Act. The contractor shall comply with all federal, state and local immigration laws and regulations relating 81 1 Page (Rev 06-05-15) to the immigration status of their employees during the term of the contract. Further, the contractor shall flow down this requirement to all subcontractors utilized during the term of the contract. The State shall retain the right to perform random audits of contractor and subcontractor records or to inspect papers of any employee thereof to ensure compliance. Should the State determine that the contractor and/or any subcontractors be found noncompliant, the State may pursue all remedies allowed by law, including, but not limited to; suspension of work, termination of the contract for default and suspension and/or debarment of the contractor. 3.10 E-Verify Requirements. In accordance with A.R.S. § 41-4401, Contractor warrants compliance with all Federal immigration laws and regulations relating to employees and warrants its compliance with Section A.R.S. § 23-214, Subsection A. 3.11 Offshore Performance of Work Prohibited. Any services that are described in the specifications or scope of work that directly serve the State of Arizona or its clients and involve access to secure or sensitive data or personal client data shall be performed within the defined territories of the United States. Unless specifically stated otherwise in the specifications, this paragraph does not apply to indirect or'overhead' services, redundant back-up services or services that are incidental to the performance of the contract. This provision applies to work performed by subcontractors at all tiers. 4. Costs and Payments 4.1. Payments. Payments shall comply with the requirements of A.R.S. Titles 35 and 41, Net 30 days. Upon receipt and acceptance of goods or services, the Contractor shall submit a complete and accurate invoice for payment from the State within thirty (30) days. 4.2. Delivery. Unless stated otherwise in the Contract, all prices shall be F.O.B. Destination and shall include all freight delivery and unloading at the destination. 4.3. Applicable Taxes. 4.3.1. Payment of Taxes. The Contractor shall be responsible for paying all applicable taxes. 4.3.2. State and Local Transaction Privilege Taxes. The State of Arizona is subject to all applicable state and local transaction privilege taxes. Transaction privilege taxes apply to the sale and are the responsibility of the seller to remit. Failure to collect such taxes from the buyer does not relieve the seller from its obligation to remit taxes. 82 1 Page (Rev 06-05-15) 4.3.3. Tax Indemnification. Contractor and all subcontractors shall pay all Federal, state and local taxes applicable to its operation and any persons employed by the Contractor. Contractor shall, and require all subcontractors to hold the State harmless from any responsibility for taxes, damages and interest, if applicable, contributions required under Federal, and/or state and local laws and regulations and any other costs including transaction privilege taxes, unemployment compensation insurance, Social Security and Worker's Compensation. 4.3.4. IRS W9 Form. In order to receive payment, the Contractor shall have a current I.R.S. W9 Form on file with the State of Arizona, unless not required by law. 4.4. Availability of Funds for the Next State fiscal year. Funds may not presently be available for performance under this Contract beyond the current state fiscal year. No legal liability on the part of the State for any payment may arise under this Contract beyond the current state fiscal year until funds are made available for performance of this Contract. 4.5. Availability of Funds for the current State fiscal year. Should the State Legislature enter back into session and reduce the appropriations or for any reason and these goods or services are not funded, the State may take any of the following actions: 4.5.1. Accept a decrease in price offered by the contractor; 4.5.2. Cancel the Contract; or 4.5.3. Cancel the contract and re -solicit the requirements. 5. Contract Changes 5.1. Amendments. This Contract is issued under the authority of the Procurement Officer who signed this Contract. The Contract may be modified only through a Contract Amendment within the scope of the Contract. Changes to the Contract, including the addition of work or materials, the revision of payment terms, or the substitution of work or materials, directed by a person who is not specifically authorized by the procurement officer in writing or made unilaterally by the Contractor are violations of the Contract and of applicable law. Such changes, including unauthorized written Contract Amendments shall be void and without effect, and the Contractor shall not be entitled to any claim under this Contract based on those changes. 5.2. Subcontracts. The Contractor shall not enter into any Subcontract under this Contract for the performance of this contract without the advance written approval of the Procurement Officer. The Contractor shall clearly list any proposed subcontractors and the subcontractor's 83 1 Page (Rev 06-05-15) proposed responsibilities. The Subcontract shall incorporate by reference the terms and conditions of this Contract. 5.3. Assignment and Delegation. The Contractor shall not assign any right nor delegate any duty under this Contract without the prior written approval of the Procurement Officer. The State shall not unreasonably withhold approval. 6. Risk and Liability 6.1. Risk of Loss: The Contractor shall bear all loss of conforming material covered under this Contract until received by authorized personnel at the location designated in the purchase order or Contract. Mere receipt does not constitute final acceptance. The risk of loss for nonconforming materials shall remain with the Contractor regardless of receipt. 6.2. Indemnification 6.2.1. ContractorNendor Indemnification (Not Public Agency) The parties to this contract agree that the State of Arizona, its departments, agencies, boards and commissions shall be indemnified and held harmless by the contractor for the vicarious liability of the State as a result of entering into this contract. However, the parties further agree that the State of Arizona, its departments, agencies, boards and commissions shall be responsible for its own negligence. Each party to this contract is responsible for its own negligence. 6.2.2. Public Agency Language Only Each party (as 'indemnitor') agrees to indemnify, defend, and hold harmless the other party (as 'indemnitee') from and against any and all claims, losses, liability, costs, or expenses (including reasonable attorney's fees) (hereinafter collectively referred to as 'claims') arising out of bodily injury of any person (including death) or property damage but only to the extent that such claims which result in vicarious/derivative liability to the indemnitee, are caused by the act, omission, negligence, misconduct, or other fault of the indemnitor, its officers, officials, agents, employees, or volunteers." 6.3. Indemnification - Patent and Copyright. The Contractor shall indemnify and hold harmless the State against any liability, including costs and expenses, for infringement of any patent, trademark or copyright arising out of Contract performance or use by the State of materials furnished or work performed under this Contract. The State shall reasonably notify the Contractor of any claim for which it may be liable under this paragraph. If the contractor is insured pursuant to A.R.S. § 41-621 and § 35-154, this section shall not apply. 84 1 Page (Rev 06-05-15) 6.4. Force Majeure. 6.4.1 Except for payment of sums due, neither party shall be liable to the other nor deemed in default under this Contract if and to the extent that such party's performance of this Contract is prevented by reason of force majeure. The term "forcemajeure" means an occurrence that is beyond the control of the party affected and occurs without its fault or negligence. Without limiting the foregoing, force majeure includes acts of God; acts of the public enemy; war; riots; strikes; mobilization; labor disputes; civil disorders; fire; flood; lockouts; injunctions - intervention -acts; or failures or refusals to act by government authority; and other similar occurrences beyond the control of the party declaring force majeure which such party is unable to prevent by exercising reasonable diligence. 6.4.2. Force Majeure shall not include the following occurrences: 6.4.2.1. Late delivery of equipment or materials caused by congestion at a manufacturer's plant or elsewhere, or an oversold condition of the market; 6.4.2.2. Late performance by a subcontractor unless the delay arises out of a force majeure occurrence in accordance with this force majeure term and condition; or 6.4.2.3. Inability of either the Contractor or any subcontractor to acquire or maintain any required insurance, bonds, licenses or permits. 6.4.3. If either party is delayed at any time in the progress of the work by force majeure, the delayed party shall notify the other party in writing of such delay, as soon as is practicable and no later than the following working day, of the commencement thereof and shall specify the causes of such delay in such notice. Such notice shall be delivered or mailed certified -return receipt and shall make a specific reference to this article, thereby invoking its provisions. The delayed party shall cause such delay to cease as soon as practicable and shall notify the other party in writing when it has done so. The time of completion shall be extended by Contract Amendment for a period of time equal to the time that results or effects of such delay prevent the delayed party from performing in accordance with this Contract. 6.4.4. Any delay or failure in performance by either party hereto shall not constitute default hereunder or give rise to any claim for damages or loss of anticipated profits if, and to the extent that such delay or failure is caused by force majeure. 85 1 Page (Rev 06-05-15) 6.5. Third Party Antitrust Violations. The Contractor assigns to the State any claim for overcharges resulting from antitrust violations to the extent that those violations concern materials or services supplied by third parties to the Contractor, toward fulfillment of this Contract. 7. Warranties 7.1. Liens. The Contractor warrants that the materials supplied under this Contract are free of liens and shall remain free of liens. 7.2. Quality. Unless otherwise modified elsewhere in these terms and conditions, the Contractor warrants that, for one year after acceptance by the State of the materials, they shall be: 7.2.1. Of a quality to pass without objection in the trade under the Contract description; 7.2.2. Fit for the intended purposes for which the materials are used; 7.2.3. Within the variations permitted by the Contract and are of even kind, quantity, and quality within each unit and among all units; 7.2.4. Adequately contained, packaged and marked as the Contract may require; and 7.2.5. Conform to the written promises or affirmations of fact made by the Contractor. 7.3. Fitness. The Contractor warrants that any material supplied to the State shall fully conform to all requirements of the Contract and all representations of the Contractor, and shall be fit for all purposes and uses required by the Contract. 7.4. Inspection/Testing. The warranties set forth in subparagraphs 7.1 through 7.3 of this paragraph are not affected by inspection or testing of or payment for the materials by the State. 7.5. Compliance with Applicable Laws. The materials and services supplied under this Contract shall comply with all applicable Federal, state and local laws, and the Contractor shall maintain all applicable license and permit requirements. 7.6. Survival of Rights and Obligations after Contract Expiration or Termination. 7.6.1. Contractor's Representations and Warranties. All representations and warranties made by the Contractor under this Contract shall survive the expiration or termination hereof. In addition, the parties hereto acknowledge that pursuant to A.R.S. § 12-510, except as provided in A.R.S. § 12-529, the State is not subject to or barred by any limitations of actions prescribed in A.R.S., Title 12, Chapter 5. 86 1 Page (Rev 06-05-15) 7.6.2. Purchase Orders. The Contractor shall, in accordance with all terms and conditions of the Contract, fully perform and shall be obligated to comply with all purchase orders received by the Contractor prior to the expiration or termination hereof, unless otherwise directed in writing by the Procurement Officer, including, without limitation, all purchase orders received prior to but not fully performed and satisfied at the expiration or termination of this Contract. 8. State's Contractual Remedies 8.1. Right to Assurance. If the State in good faith has reason to believe that the Contractor does not intend to, or is unable to perform or continue performing under this Contract, the Procurement Officer may demand in writing that the Contractor give a written assurance of intent to perform. Failure by the Contractor to provide written assurance within the number of Days specified in the demand may, at the State's option, be the basis for terminating the Contract under the Uniform Terms and Conditions or other rights and remedies available by law or provided by the contract. 8.2. Stop Work Order. 8.2.1. The State may, at any time, by written order to the Contractor, require the Contractor to stop all or any part, of the work called for by this Contract for period(s) of days indicated by the State after the order is delivered to the Contractor. The order shall be specifically identified as a stop work order issued under this clause. Upon receipt of the order, the Contractor shall immediately comply with its terms and take all reasonable steps to minimize the incurrence of costs allocable to the work covered by the order during the period of work stoppage. 8.2.2. If a stop work order issued under this clause is canceled or the period of the order or any extension expires, the Contractor shall resume work. The Procurement Officer shall make an equitable adjustment in the delivery schedule or Contract price, or both, and the Contract shall be amended in writing accordingly. 8.3. Non-exclusive Remedies. The rights and the remedies of the State under this Contract are not exclusive. 8.4. Nonconforming Tender. Materials or services supplied under this Contract shall fully comply with the Contract. The delivery of materials or services or a portion of the materials or services that do not fully comply constitutes a breach of contract. On delivery of nonconforming materials or services, the State may terminate the Contract for default under applicable termination clauses in the Contract, exercise any of its 87 1 Page (Rev 06-05-15) rights and remedies under the Uniform Commercial Code, or pursue any other right or remedy available to it. 8.5. Right of Offset. The State shall be entitled to offset against any sums due the Contractor, any expenses or costs incurred by the State, or damages assessed by the State concerning the Contractor's non- conforming performance or failure to perform the Contract, including expenses, costs and damages described in the Uniform Terms and Conditions. 9. Contract Termination 9.1. Cancellation for Conflict of Interest. Pursuant to A.R.S. § 38-511, the State may cancel this Contract within three (3) years after Contract execution without penalty or further obligation if any person significantly involved in initiating, negotiating, securing, drafting or creating the Contract on behalf of the State is or becomes at any time while the Contract or an extension of the Contract is in effect an employee of or a consultant to any other party to this Contract with respect to the subject matter of the Contract. The cancellation shall be effective when the Contractor receives written notice of the cancellation unless the notice specifies a later time. If the Contractor is a political subdivision of the State, it may also cancel this Contract as provided in A.R.S. § 38-511. 9.2. Gratuities. The State may, by written notice, terminate this Contract, in whole or in part, if the State determines that employment or a Gratuity was offered or made by the Contractor or a representative of the Contractor to any officer or employee of the State for the purpose of influencing the outcome of the procurement or securing the Contract, an amendment to the Contract, or favorable treatment concerning the Contract, including the making of any determination or decision about contract performance. The State, in addition to any other rights or remedies, shall be entitled to recover exemplary damages in the amount of three times the value of the Gratuity offered by the Contractor. 9.3. Suspension or Debarment. The State may, by written notice to the Contractor, immediately terminate this Contract if the State determines that the Contractor has been debarred, suspended or otherwise lawfully prohibited from participating in any public procurement activity, including but not limited to, being disapproved as a subcontractor of any public procurement unit or other governmental body. Submittal of an offer or execution of a contract shall attest that the contractor is not currently suspended or debarred. If the contractor becomes suspended or debarred, the contractor shall immediately notify the State. 88 1 Page ([Rev 00-05-15) 9.4. Termination for Convenience. The State reserves the right to terminate the Contract, in whole or in part at any time when in the best interest of the State, without penalty or recourse. Upon receipt of the written notice, the Contractor shall stop all work, as directed in the notice, notify all subcontractors of the effective date of the termination and minimize all further costs to the State. In the event of termination under this paragraph, all documents, data and reports prepared by the Contractor under the Contract shall become the property of and be delivered to the State upon demand. The Contractor shall be entitled to receive just and equitable compensation for work in progress, work completed and materials accepted before the effective date of the termination. The cost principles and procedures provided in A.A.C. R2-7-701 shall apply. 9.5. Termination for Default. 9.5.1. In addition to the rights reserved in the contract, the State may terminate the Contract in whole or in part due to the failure of the Contractor to comply with any term or condition of the Contract, to acquire and maintain all required insurance policies, bonds, licenses and permits, or to make satisfactory progress in performing the Contract. The Procurement Officer shall provide written notice of the termination and the reasons for it to the Contractor. 9.5.2. Upon termination under this paragraph, all goods, materials, documents, data and reports prepared by the Contractor under the Contract shall become the property of and be delivered to the State on demand. 9.5.3. The State may, upon termination of this Contract, procure, on terms and in the manner that it deems appropriate, materials or services to replace those under this Contract. The Contractor shall be liable to the State for any excess costs incurred by the State in procuring materials or services in substitution for those due from the Contractor. 9.6. Continuation of Performance through Termination. The Contractor shall continue to perform, in accordance with the requirements of the Contract, up to the date of termination, as directed in the termination notice. 10. Contract Claims All contract claims or controversies under this Contract shall be resolved according to A.R.S. Title 41, Chapter 23, Article 9, and rules adopted thereunder. 11. Arbitration 89 1 Page (Rev 06-05-15) The parties to this Contract agree to resolve all disputes arising out of or relating to this contract through arbitration, after exhausting applicable administrative review, to the extent required by A.R.S. §12-1518, except as may be required by other applicable statutes (Title 41). 12. Comments Welcome The State Procurement Office periodically reviews the Uniform Terms and Conditions and welcomes any comments you may have. Please submit your comments to: State Procurement Administrator, State Procurement Office, 100 North 15th Avenue, Suite 201, Phoenix, Arizona, 85007. 90 1 Page (Rev 06-05-15) Contract Amendment CONTRACT NO.: ADSP016-169897 AMENDMENT NO.: ONE (1) CONTRACTOR: Pitney Bowes 3001 Summer Street Stamford, CT 06926 CONTACT: Art Adams PHONE: 203.512-8420 EMAIL: art.adams@pb.com AZ DEPT. OF ADMINISTRATION STATE PROCUREMENT OFFICE PAGE 100 N. 15TH AVE., STE. 201 t Phoenix, AZ 85007 OF STATE AGENCY: AZ Department of Administration (ADOA) State Procurement Office 100 N. 15th Ave., Ste.201 Phoenix, AZ 85007 CONTACT: Christopher Lacey PHONE: (602) 542-7165 EMAIL: christooher.lace Mailing Equipment, Supplies and Maintenance Pursuant to Master Agreement executed against NASPO Value Point Contract No ADSP016-00006328, Uniform Terms and conditions Paragraph 5, Contract Changes 5.1 Amendments, the above referenced contract shall be amended as follows: 1. The Zone 1 Allowable Charge Format is hereby amended to read as follows: "No Charge Allowed, except as set forth below*". The following is hereby added to the end of Section 3.19 [Line Item Specifications] "The Awarded Vendor/Contractor may charge the Purchasing Entity a mutually agreed upon cost for special rigging in the event a Purchasing Entity's building demographics require such rigging for Move Zone 1 relocations (100 yards or less or within the same building). The foregoing costs shall be agreed upon in writing by the Purchasing Entity prior to any equipment relocation in Zone 1" 2. Section 6 [NASPO ValuePoint Master Agreement Terms and Conditions], subsection 16 [Inspection and Acceptance], sub -subsection c is hereby deleted in its entirety and replaced with the following: "c. The warranty period shall begin upon installation unless Contractor's "D&A — Delivery and Acceptance" practice is employed. Contractor's D&A practice is only relevant for highly complex integrated products with acceptance parameters clearly stated in advance in a Statement of Work and mutually agreed upon by the Purchasing Entity and the Contractor." In addition, sub -subsection d is hereby amended by replacing "a Master Agreement" with "an Order" in the first line and replacing "Master Agreement" with "applicable Order" in the third line of said section. The last sentence in sub - subsection d is hereby deleted. 3. Section 6 [NASPO ValuePoint Master Agreement Terms and Conditions], subsection 20 [License of Pre -Existing Intellectual Property] is hereby amended by adding "To the limited extent necessary to enable Purchasing Entity to enjoy the use of the Product for the intended purpose and function for which it is sold," at the beginning of said section, and by adding "and" between "perform" and "display". 4. General Provisions, Section 21 [Insurance], subsection (b)(1) is hereby amended by deleting "independent contractors" in the first line. 5. General Provisions, Section 33 [Indemnification], subsection a is hereby amended by deleting and replacing the first sentence with the following: "Indemnification by the Contractor of the Lead State is governed by Section 7.1 M" In addition, the following is hereby added at the end of subsection a: "The parties further agree that NASPO, NASPO Cooperative Purchasing Organization LLC (doing business as NASPO ValuePoint), Participating Entities, and Purchasing Entities, its departments, agencies, boards and commissions shall be responsible for its own gross negligence. Each party to this contract is responsible for its own gross negligence. 6. Section 7.1 [State of Arizona Special terms and Conditions], Subsection K [Compensation] is hereby amended by deleting "Contract" in the fifth line of said section and replacing it with "Participating Addendum with the Lead State" so that the sentence reads as follows: "Should the Contractor fail to provide all required services or deliver work products, as agreed upon by State and the Contractor, the State shall be entitled to invoke applicable remedies, including but not limited to, withholding payment to the Contractor and declaring the Contractor in material breach of the Participating Addendum with the Lead State". In addition, the following cure period language shall be added before the last sentence in said section 7.1: "Upon notification of failure to provide the required services under an Order, the Contractor will have fifteen (15) calendar days to cure the standard of performance issue(s). If after the cure period, the Product still has not met the standard of performance, the Purchasing Entity may, at its option: (a) declare Contractor to be in breach and terminate the Order; (b) demand replacement Product from Contractor at no additional cost to Purchasing Entity; or, (c) continue the cure period for an additional time period agreed upon by the Purchasing Entity and the Contractor." 7. Section 7.1 [State of Arizona Special terms and Conditions], subsection 1.3.5 of Section M [Indemnity and Insurance] is hereby deleted in its entirety and replaced with the following: 1.3.5 Network Security (Cyber) and Privacy Liability Each Claim $5,000,000 Annual Aggregate $5,000,000 a. Such insurance shall include, but not be limited to, coverage for third party claims and losses with respect to network risks (such as data breaches, unauthorized access or use, ID theft, theft of data) and invasion of privacy regardless of the type of media involved in the loss of private information, crisis management and identity theft response costs. This should also include breach notification costs, credit remediation and credit monitoring, defense and claims expenses, regulatory defense costs plus fines and penalties, cyber extortion, computer program and electronic data restoration expenses coverage (data asset protection), network business interruption, computer fraud coverage, and funds transfer loss. b. In the event that the Network Security and Privacy Liability insurance required by this Contract is written on a claims -made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this Contract and, either continuous coverage will be maintained, or an extended discovery period will be exercised for a period of two (2) years beginning at the time work under this Contract is completed. c. The policy shall be endorsed, as required by this written agreement, to include the State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees as additional insureds with respect to vicarious liability of the insured arising out of the activities performed by or on behalf of the Contractor. d. Policy shall contain a waiver of subrogation endorsement, as required by this written agreement, in favor of the State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees for losses arising from work performed by or on behalf of the Contractor. 8. Section 7.1 [State of Arizona Special terms and Conditions], subsection 1.8 [Subcontractors] of Section M [Indemnity and Insurance] is hereby amended by adding "and independent contractors" after the word "contractor' in the third, fifth, sixth, and last line of said section. 9. Section 7.1 [State of Arizona Special terms and Conditions], section 2 of subsection P [Data Privacy/Security Incident Management] is hereby amended as follows: 2. Discovery of Security Breach Contractor agrees to immediately notify the State CIO, the CISO and key personnel as identified by the State after Contractor has determined that a breach of security has occurred. The State agrees to provide contact information for the State CIO, the CISO and key personnel. 10. Section 7.2 [State of Arizona Uniform Terms and Conditions], subsection 3.7 [Property of the State] and 3.8 [Ownership of Intellectual Property] are hereby deleted in their entirety and replaced with the following: "3.7. Property of the State. Any materials, including reports, computer programs and other deliverables, first created as a deliverable output under this Contract ("Materials Work Product") are the sole property of the State. The Contractor is not entitled to a patent or copyright on those materials and may not transfer the patent or copyright to anyone else. The Contractor shall not use or release these materials without the prior written consent of the State. Notwithstanding anything herein, Materials Work Product shall not include any pre-existing Contractor intellectual property, including any Contractor manuals, systems, software methodologies, techniques, operating procedures, processes or other tools that are designed, modified, updated or otherwise customized in connection with providing Products or performing services under this Contract. 3.8. Ownership of Intellectual Property. Any and all intellectual property, including but not limited to copyright, invention, trademark, trade name, service mark, and/or trade secrets first created as a deliverable output or conceived pursuant to or as a result of this contract and any related subcontract ("State's Intellectual Property"), shall be work made for hire and the State shall be considered the creator of such State's Intellectual Property. Notwithstanding anything herein, State's Intellectual Property shall not include any pre-existing Contractor intellectual property, including any Contractor manuals, systems, software methodologies, techniques, operating procedures, processes or other tools that are designed, modified, updated or otherwise customized in connection with providing Products or performing services under this Contract. The agency, department, division, board or commission of the State of Arizona requesting the issuance of this contract shall own (for and on behalf of the State) the entire right, title and interest to the State's Intellectual Property throughout the world. Contractor shall notify the State, within thirty (30) days, of the creation of any of the State's Intellectual Property by it or its subcontractor(s). Contractor, on behalf of itself and any subcontractor(s), agrees to execute any and all document(s) necessary to assure ownership of the State's Intellectual Property vests in the State and shall take no affirmative actions that might have the effect of vesting all or part of the State's Intellectual Property in any entity other than the State. The State's Intellectual Property shall not be disclosed by contractor or its subcontractor(s) to any entity not the State without the express written authorization of the agency, department, division, board or commission of the State of Arizona requesting the issuance of this contract. 11. All other terms, conditions and provisions remain unchanged. Tk.aCmntrac 4mendrment isnot bi^U,nQagainst the State nfAr'zoomunhssE�-.qnudbyanreoi-euontv-kwsc�f } � :OmrnAcTmaHERsuY* ' oN ommx unp THE ABOVE REFERENCED UINIRAII:TAVFN*zW�.Il it v-i.GrvolnmmnCvn,actCpnnI;anua GmtewidePmcuenlewklaneQe | punvvyowou/mc --------- —^---------------------------`--- Contract Amendment CONTRACT NO.: ADSP016-169897 AMENDMENT NO.: TWO (2) CONTRACTOR: Pitney Bowes 3001 Summer Street Stamford, CT 06926 CONTACT: Art Adams PHONE: 203-512-8420 EMAIL: art.adams(ftb.com AZ DEPT. OF ADMINISTRATION STATE PROCUREMENT OFFICE PAGE 100 N. 15TH AVE., STE. 201 i Phoenix, AZ 85007 OF 1 STATE AGENCY: AZ Department of Administration (ADOA) State Procurement Office 100 N. 15th Ave., Ste.201 Phoenix, AZ 85007 CONTACT: Christopher _acey PHONE: (602) 542-7166 EMAIL. christonher larevr Mailing Equipment, Supplies and Maintenance Pursuant to Master Agreement executed against NASPO Value Point Contract No ADSP016-00006328, Uniform Terms and conditions Paragraph 5, Contract Changes 5.1 Amendments, the above referenced contract shall be amended as follows: 1. Pursuant to Section 7 State of Arizona Special Terms and Conditions, Paragraph F, Price or Rate Adjustment , the above reference contract shall be amended to include product models identified within each class, and related accessories and software, as evidenced within pricing document titled "Pitney Bowes Price Book FY 2018" 2. All other terms, conditions and provisions remain unchanged. This Contract Amendment is not binding against the State of Arizona unless signed by an authorized representative of the Contractor and then accepted in writing by an authorized representative of the State. CONTRACTOR HERE Y CKNOWLED ECEIPT AND THE ABOVE REFERENCED CONTRACT AMENDMENT Is _ UND N THE A DMENT. HEREB THIS DATE BY THE STATE. / /4 ` SIGNATURE TE SIGNATURE DATE I Arthur E. Adams, Jr. Christopher Lacey, Director, Government Contract Compliance Statewide Procurement Manager Contract Amendment CONTRACT NO.. ADSP016-169897 AMENDMENT NO., THREE (3) CONTRACTOR: Pitney Bowes Inc. 3001 Summer Street Stamford. CT 06926 CONTACT: Art Adams PHONE: 203-512-8420 EMAIL: AZ DEPT. OF ADMINISTRATION SIATE PROCURLMENT OFFICE PAGE 100 N. 15" AVE., STE. 201 Phoenix. AZ 85.'.)1.)7 OF STATE AGENCY: AZ Department of Administration (ADOA) State Procurement Office 100 N. 15th Ave., Ste.201 Phoenix, AZ 85007 CONTACT: Rocky Advani PHONE: (602) 542-0100 EMAIL: of ky Mailing Equipment, Supplies and Maintenance Pursuant to Master Agreement executed against NASPO Value Point Contract No ADSP016-00006328. Uniform Terms and conditions Paragraph 5, Contract Changes 5.1 Amendments, the above referenced contract shall be amended HS follows: 1. pursuant to Section 7 State of Arizona Special Terms and Conditions, Paragraph F, Price or Rate Adjustment , the above referenced contract shall be amended to include product models identified within each class, and related accessories and software, as evidenced within pricing document titled "Pitney Bowes Price Book May 2018" 2. The above referenced contract shall be amended to include the attachment of Pitney Bowes document titled "SendPro Enterprise On -Demand Subscription Services Agreement for NASPO — final". 3, All other terms, conditions and provisions remain unchanged. This Contract Amendment is not binding against the State of Arizona unless signed by an aLithorizeci representative of This Contractor and then accepted in writing by an authorized representative of the State. I CONTRACTOR HERESY ACKNOWL DG�-S . ZLCLIPT AND UNDERPTIN-6INGOF THE At3OVE" NDt)IFNT, SIGNATURE Y'l F Arthur E. Adams, Jr., Director, Government Contract Compliance Authorized Representative THE ABOVE REFERENCED CONTRACT AMENDMENT 15 HEREBY EXECUTED THIS DATE BY THE STATE. SIGNATURE IGNATURF [Rocky Advarii. Stat(,Widp Procurement Manager pitney Bowes .'(0DP ON -DEMAND SUBSCRIPTION SERVICES AGREEMENT Thanks for using our on -demand subscription services. These terms define the terms and conditions under which you're allowed to use the on -demand subscription services and how we'll treat your account while you're utilizing the on -demand subscription services. If you have any questions about our terms, feel free to contact us. We'll start with the basics, including a few definitions that should help you understand this agreement. This On -Demand Subscription Services Agreement (this "Agreement") is between you and Pitney Bowes Inc. ("we", "us", and "our"). This Agreement will only apply if the on -demand subscription services identified in your order form (the "Order") are not covered by one or more separate On -Demand Subscription Services Agreements. Your on -demand subscription services may also require one or more Statements of Work (each a "SOW"). The web sites through which you access the on -demand subscription services (each a "Site"; the on - demand subscription services and the Sites are collectively called the "Services") are owned and operated by us or our vendors. Additional SendPro" Enterprise subscription product -specific terms ("Product Terms") can be found in Exhibit A attached hereto and are incorporated into this Agreement.. 1. Eligibility In order to use the Services, you must provide true, complete and up to date contact information for so long as you access the Services. You won't use the Services in a way that violates any laws or regulations, including any relating to data protection and privacy. We may refuse service or close your account if you fail to comply with this Agreement. 2. Use of the Service a) As long as you continue to comply with the terms of this Agreement, we grant you a non-exclusive, non -transferable license to access and use the Services for the number of months, and for up to the number of users, transactions, or other volume metrics specified in the Order. If applicable, you may upgrade your plan for additional fees. We are licensing the Services to you, and we reserve all rights to the Services not expressly granted to you in this Agreement. b) You agree that you will use the Services only for business or commercial purposes and not for personal, family or household purposes. c) You won't use the Services for or make the Services available to any third party. In addition, you agree not to use the Services to send infringing, obscene, threatening or unlawful or tortious material or disrupt other users of the Services. Disruptions include but are not limited to denial of service attempts, distribution of advertising or chain letters, propagation of computer worms and viruses, or use of the Services to make unauthorized entry to any other device accessible via the Services. For the Services and related software, you will not (i) make derivative works; (ii) sublicense, sell, rent, lease, lend, time- share, disclose, transfer or host the Services, documentation or any other confidential or proprietary information to or for any other parties; (iii) use the Services to modify or reproduce a third party's materials unless you have the legal right to do so; (iv) distribute any part of the Services over any network, including a local area network; or (v) extract any data from the Services and use such data for any purpose other than for your use of the Services. i d) If you are delivered software for on premise installation as part of the Service ("Software") the following additional terms apply: You won't (i) reverse engineer, decompile or disassemble the Software; (ii) make copies of the Software, other than a reasonable number of copies for use for disaster recovery purposes; and (iii) separate the components of the Software, or install and use such components separately and independently of the Software they comprise. e) If you do not comply with this Section 2, you will be in material breach of this Agreement, and we will have the right to immediately terminate your use of the Services. 3. Term and Termination; Suspension a) The term of this Agreement begins on the effective date of the Order and will remain in effect for each Service for the duration of the Order or SOW applicable to such Service. Each Order or SOW will be effective as of the date in such Order or SOW and will remain in effect until its expiration or until your account is closed. If this Agreement is terminated, any Order entered into beforehand will, unless terminated under another provision of this Agreement, remain in effect for its entire term and this Agreement will remain in effect for the Order until its termination. b) Except as set forth in an Order, SOW or Product Terms, you or we may terminate your account at any time and for any reason by giving thirty days' notice to the other and we may suspend the relevant Service to you at any time, with or without cause. c) We may at any time without notice: i) refuse to accept your Orders for the Sites and/or Services; ii) move, suspend or terminate all or any part of the Sites and/or Services; or iii) refuse to fulfill any Order or any part of any Order or terminate your account and delete any content stored in your account if, in our sole discretion, if you violate any laws in connection with your use of the Sites or the Services or if a competent regulatory authority requires us to do so. d) Once your use of a Service is terminated, (i) we may permanently delete your account and all the data associated with it, (ii) you must immediately stop using the Service and Software, and remove any Software from the computers on which it was installed, (iii) each party will promptly return or destroy all confidential information of the other party; and (iv) your access to the Service will continue through the current billing period for access to the Service (the "Billing Period") for which you have paid in advance, unless you have failed to comply with this Agreement, in which case your access will be immediately revoked. You won't be entitled to a refund from us under any circumstances. e) Termination of this Agreement will be in addition to and not in lieu of any other legal or equitable remedies available to us. 4. Changes We may change the Services and any features from time to time, and if such changes are material, we will notify you by sending an email to the last email address you gave to us. If you do not wish to continue using the modified Services, you may terminate your use of the Service, effective the last day of the current Billing Period for which you have paid in advance. We may change any terms of this Agreement and the fees charged for using the Services by posting revised terms and/or fees on the Sites and/or by sending an email to the last email address you gave to us. The new terms and new fees will be effective on the first day of the next Billing Period and will apply thereafter. By continuing to use the Services after any such changes, you agree to be bound by such changes. If you do not wish to agree to the new terms or the new fees, you must stop using that portion of the Services affected immediately. 5. Account and Password By registering for the Services, you will be prompted to establish certain passwords and provide other access information to enable you to use the Services. You represent that you have all necessary authority to establish an account with us on behalf of the business. The account name, password and access information is confidential information and should be used solely by you to access your account and use the Services. You are responsible for keeping your account name, password and access information confidential. You will take all reasonable steps to prevent unauthorized access to your account and you will immediately notify us of any unauthorized use of your accounts or any other breach of security. We aren't responsible for any losses due to stolen or hacked passwords. 6. Account Disputes We don't arbitrate disputes over who owns an account. You won't request access to or information about an account that's not yours. We decide who owns an account based on the information that has been provided to us with respect to the account, and if multiple people or entities are identified, then we will rely on the contact information listed for that account. 7. Fees; Payment Terms a) You will pay the fees for the use of the Services which are posted on the Sites or described in an Order or SOW, and may be changed from time to time, unless specified as conditions of a subscription type. These fees do not include: (i) any applicable sales, use or other taxes, which will be separately identified on your invoice; (ii) usage -based fees for the Services, which will be separately identified on your invoice, and (iii) charges for any services not contemplated by this Agreement, such as special programming, which may be available upon request and are subject to our then -current rates. Except as provided in an Order or SOW, your subscription for the use of the Services will be billed in advance with the first payment due at the time of registration and with each subsequent payment due on the due date specified in the invoice for the payment. b) We will automatically charge your payment source the cost of your subscription at the beginning of each Billing Period. Please note that we may receive updated billing information regarding your credit card account or other payment source and you consent to us receiving such updates. 8. Personal Information If any of the Services collects or stores individually identifiable personal information, then we will comply with our privacy statement located at http://www.pitneybowes.com/us/license-terms-of- use/lbs-api-privacy-statement.html as it may be updated by us from time to time (the "Privacy Statement"). 9. Trademarks Pitney Bowes, the Pitney Bowes logo, and associated brand names and domain names are our intellectual property in the United States and other countries. All marks not owned by us are the property of their owners. You may not use, and nothing contained on the Sites or in this Agreement grants any right to use, any trademark displayed on the Site without our written permission or from the owner of the trademark. In addition, except as explicitly set forth in this Agreement, you will not use any copyrighted work displayed on the Sites or any of our other intellectual property without our prior written consent. 10. Feedback; Data 3 a) You grant to us (and our affiliates and vendors, if applicable) the right to use the data you provide to us as necessary to provide the Services and as provided in our Privacy Statement. We reserve the right to use, without limitation, any anonymized or aggregated data that does not identify you or any user of the Service relating to use of the Service. We retain the right to use data derived from your use of the Service for our internal purposes and for the purposes of performing analytics on the Service, or for improving or enhancing the Service or other products or services offered by us to our customers, all in accordance with the Privacy Statement. b) You assign to us all right, title, and interest (including all rights in copyright and resulting patents) in any data, feedback, suggestions, and written materials provided to us related to your use of the Services. c) You'll ensure that you have the appropriate rights to (including the right to provide to us) all data, files, materials or other information that you provide to us in connection with our provision of the Services. 11. LIMITATION OF LIABILITY a) TO THE MAXIMUM EXTENT PERMITTED BY LAW, YOU ASSUME FULL RESPONSIBILITY FOR ANY LOSS THAT RESULTS FROM YOUR USE OF OR INABILITY TO USE THE SERVICE AND WE WILL NOT BE LIABLE FOR ANY SUCH LOSS. IF THE WAIVER OF LIABILITY IN THE PREVIOUS SENTENCE IS NOT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ALL CLAIMS MADE RELATING TO YOUR USE OF OR INABILITY TO USE THE SERVICE IN ANY BILLING PERIOD WILL BE NO MORE THAN WHAT YOU PAID US TO PROVIDE THE SERVICE FOR THE PREVIOUS BILLING PERIOD. b) WE WON'T BE LIABLE FOR ANY INDIRECT, PUNITIVE, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, INCLUDING LOSS OF PROFIT OR REVENUE, LOST POSTAGE, LOST BUSINESS OPPORTUNITIES, BUSINESS INTERRUPTION OR LOST DATA YOU MAY SUFFER UNDER ANY CIRCUMSTANCES, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF THOSE DAMAGES, OR FOR ANY CLAIM BY ANY OTHER PARTY. 12. INDEMNITY YOU AGREE TO INDEMNIFY AND HOLD US HARMLESS FROM AND AGAINST ANY AND ALL LOSSES, COSTS AND EXPENSES (INCLUDING ATTORNEYS' FEES) ARISING IN ANY WAY FROM YOUR USE OF THE SERVICE OR RELATED TO ANY BREACH OF THIS AGREEMENT BY YOU OR ANY USER AUTHORIZED BY YOU. WE RESERVE THE RIGHT TO ASSUME THE EXCLUSIVE DEFENSE AND CONTROL OF ANY MATTER SUBJECT TO INDEMNIFICATION BY YOU AND YOU AGREE TO COOPERATE WITH US IN MAKING THE DEFENSE. THIS SECTION 12 WILL SURVIVE ANY TERMINATION OF THIS AGREEMENT OR AN ORDER INDEFINITELY. 13. SERVICE AVAILABILITY; DISCLAIMERS a) YOUR ACCESS TO AND USE OF THE SERVICES MAY BE INTERRUPTED FROM TIME TO TIME FOR VARIOUS REASONS, INCLUDING MALFUNCTION OF EQUIPMENT, PERIODIC UPDATING, MAINTENANCE OR REPAIR OF THE SITES, OR OTHER ACTIONS THAT WE MAY ELECT TO TAKE. b) EXCEPT AS EXPRESSLY STATED IN ANY PRODUCT SPECIFIC TERMS, TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICES AND THE CONTENT ON THE SITES, INCLUDING ANY THIRD PARTY SERVICE OR DATA, ARE PROVIDED BY US "AS IS" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, RELIABILITY AND NON -INFRINGEMENT. WE DON'T GUARANTEE THAT THE SERVICES WILL BE UNINTERRUPTED OR ERROR -FREE, OR THAT WE WILL CORRECT ALL ERRORS. 14. Third Party Sites The Sites and this Agreement may contain links to third party websites, including links to the websites of carriers ("Linked Sites"). The Linked Sites are not under our control and we are not responsible for the contents of any Linked Site, including any link contained in a Linked Site, or any changes or updates to a Linked Site. You should contact the site administrator or webmaster for those Linked Sites if you have any concerns regarding such links or the content located there. 15. Compliance with Laws Each party will comply with all applicable federal, state and local laws, rules and regulations, including export regulations and privacy laws. You will be solely responsible for the content of all data submitted to us in connection with our provision of the Services and will comply with all laws, rules and regulations relating to the use, disclosure and transmission of such data. 16. Assignments You may not assign any of your rights under this Agreement to anyone else. We may assign or subcontract our rights to any other individual or entity at our discretion. 17. U.S. Government Restricted Rights If you are an agency of the United States Government, use of the Services by the Government constitutes acknowledgment of our proprietary rights in software contained in the Services, and such software will be: (i) deemed "commercial computer software" or "commercial computer software documentation" and the Government's rights with respect to such software and documentation are limited by this Agreement, pursuant to FAR § 12.212(a) and/or DFARS § 227.7202-1(a), as applicable, or their successors; and (ii) subject to "RESTRICTED RIGHTS," as described in FAR52.227-14 and/or DFAR252.227-7013 et sea., as applicable. Use, duplication, or disclosure by the Government is subject to restrictions as set forth in these regulations. 18. Choice of Law; Arbitration; WAIVER OF JURY TRIAL a) This Agreement will be governed by the laws of the State of Delaware without regard to its principals of conflict of laws. b) If we file an action against you claiming you breached this Agreement and we prevail, we will be entitled to recover reasonable attorneys' fees. c) ANY CLAIM OR CAUSE OF ACTION UNDER THIS AGREEMENT THAT YOU DON'T PRESENT WITHIN 1 YEAR FROM THE DISCOVERY OF THE CLAIM OR CAUSE OF ACTION WILL BE DEEMED WAIVED. ANY DISPUTE BETWEEN THE PARTIES WILL BE RESOLVED EXCLUSIVELY BY INDIVIDUAL BINDING ARBITRATION GOVERNED BY THE FEDERAL ARBITRATION ACT AND YOU AGREE TO GIVE UP THE RIGHT TO LITIGATE DISPUTES IN COURT. Neither party will seek to have any dispute heard as a class action, private attorney general action, or in any other proceeding in which either party acts or proposes to act in a representative capacity. Any arbitration will be conducted by the American Arbitration Association (the "AAA") under its Commercial Arbitration Rules. In the case of: (i) any dispute involving $75,000 or less, we will reimburse your filing fees and pay the AAA's and arbitrator's fees and expenses; and (ii) any dispute involving more than $75,000, the AAA rules will govern payment of filing fees and the AAA's and arbitrator's fees and expenses. s d) This Section 18 will survive any termination of this Agreement or an Order indefinitely. 19. Force Majeure Except for a party's payment obligations, neither party will be liable for any delays or failure in performance from any cause beyond their control. This includes acts of God, changes to law or regulations, embargoes, war, terrorist acts, riots, strikes, power disruptions, and any disruption of internet service not caused by us. 20. Notices Notices under this Agreement will be effective (i) in the case of a notice to you, when we send it to the last email or physical address you gave us or any address you may later provide; (ii) in the case of a notice to us alleging a breach of this Agreement, when delivered to us by email to legalnotices@pb.com or by overnight courier or delivered in person to Pitney Bowes Inc., 3001 Summer Street, Stamford, CT 06926 along with a copy to our legal counsel: Attn. Chief Legal Officer and Corporate Secretary, or any addresses we may later provide; and (iii) in the case of any other notice to us, when delivered to us by physical mail to Pitney Bowes Inc., SVP & GM, Global SMB Products & Strategy, 3001 Summer Street, Stamford, CT 06926 or when you create a case at www.pitneybowes.com/us/contact-us.html (follow the instructions under "how to create a case"). 21. Independent Contractor Nothing contained in this Agreement will be construed to constitute either party as a partner, joint venturer, co-owner, employee or agent of the other party, and neither party will hold itself out as such. 22. Miscellaneous Neither party will be subject to pre-printed or standard terms contained on any purchase order or other purchasing document, and we specifically disclaim such terms. If there's a conflict between the Product Terms and any other provision of this Agreement, the Product Terms will govern and control. Each Party will cooperate with the other and take such other actions as may reasonably be requested from time to time in order to carry out the intent and accomplish the purposes of this Agreement, including our right to verify your compliance with this Agreement and any Orders at all locations which you access the Services. If we don't immediately take action on a violation of this Agreement, we're not giving up any rights under this Agreement, and we may still take action at a later point. Each party will also keep confidential the terms and conditions of the Agreement and the SOW(s). EXHIBIT A PITNEY BOWES SENDPRO® ENTERPRISE SUBSCRIPTION PRODUCT SPECIFIC TERMS Defined Terms "Package(s)" means parcels, letters, and flats shipped under this Agreement. "Carrier" means a third -party shipping vendor selected by you through the Service. "Tender" means the transfer of physical custody of a Package that has a PBI compliant shipping label affixed to it, by you to a Carrier as demonstrated by the scanning of the label by the Carrier. Use of the Service You may permit your third party contractors to access the Service solely on your behalf and for your benefit so long as the contractor agrees to fully comply with all terms and conditions applicable to the Service. You remain responsible for each contractor's compliance with those terms and conditions and any breach of those terms. All rights granted to any contractor under these terms terminate immediately upon (i) conclusion of the services provided by the contractor to you that gives rise to such right or (ii) termination of your account or your use of the Service. Each individual Package Tendered for shipment must originate from a location in the U.S. or certain U.S. territories. You agree that you will only Tender Packages to a Carrier with shipping labels that correspond to the transportation method you selected. Fees The fees for the use of the Service don't include the postage, shipping or other charges imposed by the Carrier for printing postage or labels and sending Packages through the United States Postal Service (the "USPS") or another Carrier. Using USPS If you use the Service for shipping with the USPS, the USPS must approve your registration prior to use of their shipping services and you must comply with all applicable terms listed at https://www.usps.com. Failure to comply will constitute a material breach and the USPS will provide written notice of termination. However if allowed by USPS, you will have ten (10) days from date notice is received from USPS or a copy of such written notification from us, whichever is earlier, to cure your violations of USPS policies and procedures and have USPS rescind its termination notice. You will be entitled to receive discounted rates for Packages you Tender to the USPS for shipment. These rates will be programmed into the Service and will be made available to you for the duration of this Agreement. Rates are subject to change at any time. When you print USPS postage or labels using the Service, the following information is collected in order to generate valid postage indicia: (1) the date and time of the transaction; (2) the destination ZIP Code TM; (3) the rate category of each indicium created and the details of any associated special services, such as special handling or restricted delivery; and (4) the amount of postage printed. If you use the Service to print electronic USPS Tracking (formerly Delivery Confirmation), Signature Confirmation TM, or the electronic Priority Mail Express® label, complete return and destination address data, package descriptions, reference IDs, and delivery statuses for each label printed by you is maintained by us for accounting and reporting purposes. You represent and warrant that you have maintained and will maintain any and all certifications, licenses or other authorizations necessary or proper in furtherance of your use of the Service, including without limitation, federal certification pursuant to United States Department of Transportation regulations regarding the identification, processing and transportation of hazardous materials, if applicable. USPS Regulations If you use the Service to print postage or send Packages with the USPS, you must comply with all USPS regulations applicable to the use of the Service. If you: (a) use your account in a fraudulent or unlawful manner; (b) do not use your account during a consecutive twelve month period; (c) fail to exercise sufficient control over your account to prevent fraudulent or unlawful use; (d) cause or allow the account to be utilized outside the United States without the prior written authorization of the Manager of Retail Systems and Equipment, U.S. Postal Service, Washington DC 20260; or (e) otherwise fail to abide by the provisions of postal regulations and these terms regarding care and use of your account, then your account may be cancelled. You acknowledge and agree that your account will be closed and your ability to use the Service terminated by us for any of the reasons described above or upon demand by the USPS. You agree that any use of the Service to fraudulently deprive the USPS of revenue can cause you to be subject to civil and criminal penalties applicable to fraud and/or false claims against the United States. The submission of a false, fictitious, or fraudulent statement can result in imprisonment for up to five (5) years and a fine of up to $10,000 (18 U.S.C. 1001). In addition, a civil penalty of up to $5,000 and an additional assessment of twice the amount falsely claimed may be imposed (31 U.S.C. 3802). The mailing of matter bearing a fraudulent imprint is an example of a violation of these statutes. The USPS has granted to us the license as a PC postage vendor to create a shared postage evidencing system that users will use to dispense postage. As a user of the Service, you must understand and acknowledge that authorization to use the Service is granted by the USPS. You accept responsibility for control and use of the Service and agree to abide by all rules and regulations governing its use. The USPS may deny use of or revoke authorization to use a postage evidencing system in the event of (i) failure to comply with rules and regulations; (ii) submission of false or fictitious information; (iii) entering of a series of unpaid or short -paid mail pieces and/or packages in the mail stream; (iv) use of the system for any illegal scheme or enterprise; (v) use of the system outside the customs territory of the United States; or (vi) possession of a decertified system. You must make the postage evidencing system and transaction records available and surrender the system to us, the USPS, or its agent when notified to do so. Non-USPS Carrier Requirements If you use the Service to send Packages with a Carrier other than the USPS, you must comply with the requirements of that Carrier. Contract Amendment AZ DEPT. OF ADMINISTRATION — STATE PROCUREMENT OFFICE CONTRACT NO.: ADSP016-169897 PAGE 100 N. 15TH AVE., STE. 201 1 PHOENIX, AZ 85007 OF AMENDMENT NO.: Four (4) 1 CONTRACTOR: Pitney Bowes 3001 Summer Street Stamford, CT 06926 CONTACT: Art Adams PHONE: 203.512.8420 EMAIL: art.adamsopb.com STATE AGENCY: AZ Department of Administration (ADOA) State Procurement Office 100 N. 15th Ave., Ste.402 Phoenix, AZ 85007 CONTACT: Rocky Advani EMAIL: Mailing Equipment, Supplies and Maintenance Pursuant to Master Agreement executed against NASPO Value Point Contract No ADSPO16-00006328, Uniform Terms and conditions Paragraph 5, Contract Changes 5.1 Amendments, the above referenced contract shall be amended as follows: 1. Updated Attachment D including DMT Solutions Global Corporation, dba BlueCrest 2. All other terms, conditions and provisions remain unchanged. This Contract Amendment is not binding against the State of Arizona unless signed by an authorized representative of the Contractor and then accepted in writing by an authorized representative of the State. CONTRACTOR HEREBY ACKNOWLEDGES RECEIPT AND THE ABOVE REFERENCED CONTRACT AMENDMENT IS UNDERSTANDING OF THE ABOVE AMENDMENT. HEREBY EXECUTED THIS DATE BY THE STATE. DlgltaNy.11 by Arthur E. Ad—, Arthur E. Adams, Jr DMcn-AdwrEAdams,JgoMneyBowe,nc.ouGlobal 4galand Compfia e,emeil=srtidams�pb.com, -US SIGNATURE DATE SIGNATURE DATE DATE Authol�'zed R presentative Arthur E. Merns Rocky`AdGa irf Jr. Director, Government Contract Compliance Statewide Procurement Manager Attachment D AUTHORIZED DEALERS/PARTNERS/SALES AND SERVICE PROVIDER LIST Contractors shall provide a list of Authorized Dealers/Partners/Sales and Service Provider (Dealer) authorized to represent them per the Terms and Conditions of this RFP by State. It is the Manufacturer's responsibility to ensure complete coverage of service throughout all States they are proposing. Manufacturer may copy and paste or delete the blank template belowto add additional Authorized Dealers/Partners/Sales and Service providers per State. State: Partner. Advanced Mailing and Shipping Technologies DealerAddress:2346 Market St Wheeling, WV 26003 Single Point of Contact: Kenneth J Kasznel Title: President Phone Number: 412-352-4008 Email Address: k.kasznel@amasb.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: PA -Washington, Allegheny, Green, Beaver, Butler, Fayette, Westmoreland, Indiana, Armstrong WV — Hancock, Brooke, Ohio, Marshall, Wetzel, Marion, Harrison, Monongalia, Wood, Ohio —Jefferson, Harrison, Belmont, Guernsey Partner: Independent Mailing Systems DealerAddress:208 N. Front St. Warsaw, NC 28398 Single Point of Contact: Jerry Sheffield Title: President Phone Number: (910) 293-2195 Email Address: jerryshefield@hotmail.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: NC: Currituck, Camden,Gates, Harford, Pasquatank, N. Hampton, Warren, Vance, Franklin, Halifax, Bartle, Tyrrell, Washington, Martin, Edgecombie, Nash, Hyde, Beaufont, Pitt, Greene,Wilson, Wayne, Lenior, Craven, Pamilco, Carteret, Onslow, Jones, Duplin, Sampson, Cumberland, Hamett, Morre, Hoke, Scotland, Robeson, Bladen, Pander, New Hanover, Brunswick, Pequlmans, Chowan, Columbus SC: Chesterfield, Dadngton, Florence, Marion, Horry, Dillon, Marboro, George Partner: First Choice Systems & Solutions, Inc. DealerAddress:16 Luzeme Ave, Suite 145 West Pittston, PA 18643 Single Point of Contact: Donald Martin Title: President Phone Number: 570-362-8084 Email Address: don@firstcholcepb.com Web Address (if applicable) Geographic area of coverage In each state for each dealer. PA Bradford, Carbon, Clinton, Columbia, Lackawanna, Luzerne, Lycoming, Monroe, Montour, Northumberland, Pike, Schuylkill, Snyder, Sullivan, Susquehanna, Union, Wayne, Wyoming 100 1 Pope (Rev 00-05- Attachment D AUTHORIZED DEALERS/PARTNERS/SALES AND SERVICE PROVIDER LIST Partner: Northeast Mailing Systems, LLC DealerAddress:26 Bank St. Lebanon, NH 03766 Single Point of Contact: Bill Babineau Title: President Phone Number: 866-330-3935 Email Address: info@northeastmailing.com Web Address (if applicable) Geographic area of coverage in each state for each dealer Hillsborough, Merrimack, Rockingham, Strafford, Sullivan, Essex, Franklin, Orange, Washington, Windham, Windsor Partner: Unison Business Solutions : NH: Belknap, Carroll, Cheshire, Coos, Grafton, Clinton VT: Addison, Bennington, Caledonia, Chittenden, DealerAddress:400 E. Joppa Road Ste. 100 Towson, MD 21286 Single Point of Contact: Shawn Shannon Title: President Phone Number: 443-463-3378 Email Address: shawnshannon3@gmail.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Anne Arundel, Baltimore, Baltimore City, Caroline, Carroll, Cecil, Dorchester, Frederick, Hanford, Howard, Kent, Queen Annes, Somerset, Talbot, Washington, Wicomico, Worcester Partner: Dakota Mailing Inc. DealerAddress: 4141 38th St. Suite 1A Fargo, ND 58104 Single Point of Contact: Joe Engh Title: President Phone Number: 701-451-0663 Email Address: joe@dakotamailing.com Web Address (if applicable) www.dakotamailing.com Geographic area of coverage in each state for each dealer: ND: Barnes, Benson, Budeigh, Cass, Cavalier, Dickey, Eddy, Emmons, Foster, Grand Forks, Griggs, Kidder, La Moure, Logan, Mcintosh, Morton, Mountrail, Nelson, Oliver, Pembina, Pierce, Ramsey, Ransom, Richland, Rolette, Sargent, Steele, Stutsman, Towner, Traill, Walsh, Wells SD: Beadle, Brookings, Brown, Clark, Codingon, Day, Hamilin, Kingsbury. Mashall, Roberts, Spink MN: Becker, Bettrami, Bigstone, Cass, Chippewa, Clay, Clearwater, Crow Wing, Douglas, Grant, Griggs, Hubbard, Itasca, Kankiyohi, Kittson, Koochiching, Lac Qui Parle, Lake of the Woods, Lincoln, Lyon, Mahnomen, Marsall, Meeker, Morrison, Norman, Otter Tail, Pennington, Polk, Pope, Red Lake, Redwood, Renville, Roseau, Steams, Stevens, Swift, Todd, Traverse, Wadena, Wilken, Yellow Medicine 1011 Page (Rev 06-05- Attachment D AUTHORIZED DEALERS/PARTNERS/SALES AND SERVICE PROVIDER LIST Attachment D Partner. Pacific Mailing & Shipping Systems, Inc. DealerAddress:15820 SE 114th Ave Clackamas, OR 97015 Single Point of Contact: Troy Wilson Title: President Phone Number. 503-4964202 Email Address: troy@pacmail.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Oregon: Clackamas, Clatsop, Columbia, Hood River, Jefferson, Linn, Marion, Multnomah, Tillamook, Washington,Yamhill Washinton: Lewis, Skamania, Cowlitz, Clark Partner Kelley Imaging Systems, Inc DealerAddress:8725 S. 212th Street Kent, WA 98031 Single Point of Contact: Aric J. Manion Title: Vice- President Phone Number: 206-284-9100 Email Address: tery.boyle@kelleymailing.com Web Address (if applicable) Geographic area of coverage In each state for each dealer: WA: Pierce, Skagit, Skamania, Snohomish, Thurston, Whatcom, Yak Benton, Clark, Crowlitz, Franklin, Lewis, King, Kittitas, ma, OR: Clackamas, Clatsop, Columbia, Hood, River, Jefferson, Linn, Marion, Multnomah, Tilamook, Washington,Yamil, All of the state of Montana, Partner: On Demand, Inc. DealerAddress:2650 Fountain View Dr. Houston, TX 77057 Single Point of Contact: Michael Gray Title: President Phone Number: 832-333-3000 Email Address: mgray@ondemandhouston.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Austin, Brazoria, Brazos, Burleson, Chambers, Colorodao, Fayette, Fort Bend, Galveston, Grimes, Hardin, Harris, Jefferson, Lee, Liberty, Maragorda, Montgomery, Polk, San Jacino, Walker, Waller, Washington, Wharton Partner: Laser Resources LLC DealerAddress:4265 109th St. Urbandale, IA50322 Single Point of Contact: RobertLashier Title: President Phone Number: 515-278-4050 Email Address: bob@laserresources.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Adair, Benton, Blackhawk, Boone, Cedar, Cerro Gorgo, Carroll, Dallas, Franklin, Greene, Grundy, Guthrie, Hamilton, Hardin, Hancock, Iowa, Jasper, Johnson, Linn, Madison, Mahaska, Marion, Marshall, Polk, Poweshiek, Scott, Story, Tama, Warren,Webster, Wright 102 1 Page (Rev 06-05- Attachment D AUTHORIZED DEALERS/PARTNERS/SALES AND SERVICE PROVIDER LIST Attachment D Partner: Texas Office Systems, Inc DealerAddress:1080 Industrial Blvd. Hewitt, TX 76643 Single Point of Contact: Kermit Farmer Title: President Phone Number: 254-666-2592 Email Address: kfarmer@officesystems2000.com; kermitfarmer@aol.com Web Address (if applicable) None Geographic area of coverage in each state for each dealer: Aransas, Atascosa, Bee, Bell, Bosque, Brooks, Brazons, Brown, Burleson, Bumet, Calhoun, Camerson, Coleman, Coryell, Dewitt, Dimmit, Duval, Erath, Falls, Freestone, Frio, Goliad, Hamilton, Hill, Hidalgo, Jim Hogg, Jim Wells, Kamer Kennedy, Kleeberg, La Salle, Lavaca, Lampasas, Lee, Leon, Limestone, Live Oak, Llano, Madison, Maverick, McLennan, McMullen, Milam, Mills, Navarro, Nueces, Refugio, Robertson, San Patricio, SanSaba, Star, Victoris, Williamson, Webb, Willacy, Zapata, Zavalla 103 1 Page (Rev 06-05- Attachment D AUTHORIZED DEALERS/PARTNERS/SALES AND SERVICE PROVIDER LIST Partner: Advantage Business Systems DealerAddress:5442 Executive Place Jackson, MS 39206 Single Point of Contact: John Scott Day Title: President Phone Number: 601-362-9192 Email Address: sday@absms.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Adams, Amite, Attala, Bolivar,Calhoun, Carroll, Leflore, Lincoln, Kemper, Lee, Lowndes, Madison, Marion. Monroe, Chickasaw, Montgomery, Choctaw, Neshoba, Claiborne, Newton, Clarke, Noxubee, Clay, Oktibbeha, Coahoma, Panola, Copiah, Pike, Covington, Pontotoc, Forrest, Quitman, Franklin, Rankin, Grenada, Scott, Hinds, Sharkey, Holmes, Simpson, Humphreys, Smith, Issaquena, Sunflower, Itawamba, Tallahatchie, Jasper, Union, Jefferson, Warren, Jefferson, Davis, Washington, Jones, Wayne, Lafayette, Webster, Lamar, Wilkinson, Lauderdale, Winston, Lawrence, Yalobusha, Leake, Yazoo Partner: Arkansas Mailing Services Inc DealerAddress:3123 Newman Dr North Little Rock, AR 72117 Single Point of Contact: Doug Jones Title: President Phone Number: 501-375-4816 Email Address: dougjones@armailing.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Arkansas, Ashley, Baxter, Benton, Boone, Bradley, Calhoun, Carroll, Chicot, Clark, Clay, Cleburne, Cleveland, Columbia, Conway, Craighead, Crawford, Crittenden, Cross, Dallas, Desha, Drew, Faulkner, Franklin, Fulton, Garland, Grant, Greene, Hempstead, Hot Spring, Howard, Independence, Izard, Jackson, Jefferson, Lawrence, Lee, Lincoln, Little River, Logan, Lonoke, Madison, Marion, Miller, Mississippi, Monroe, Montgomery, Nevada, Newton, Ouachita, Perry, Phillips, Pike, Poinsett, Polk, Pope, Prairie, Pulaski, Randolph, Saline, Scott, Searcy, Sebastian, Sevier, Sharp, St. Francis, Stone, Union, Van Buren, Washington, Yell Partner -MCC Nashville Dealer Address-5217 Linbar Dr #306. Nashville TN 37211 Single point of contact -Shane Berry Title - Phone number-615-370-4211 Email address-sheneberry@memphiscommunications.net Web address - Geographic area of coverage in each state for dealer -Anderson, Bedford, Bledsoe, Blount, Brandley, Cannon, Carroll, Carter, Cheatam, Claiborne, Clay, Cocke, Coffee, Cumberland, Davidson, Dekalb, Dickson, Fentress, Franklin, Giles, Grainger, Greene, Grundy, Hamblen, Hamilton, Hancock, Hawkins, Hickam, Houston, Humphreys, Jackson, Jefferson, Knox, Lawrence, Lewis, Lincoln, Loudon, Macon, Marion, Marshall, Maury, McMinn, Meigs, Monroe, Montgomery, Moore, Morgan, Overton, Perry, Peikett, Polk, Putnam, Rhea, Roane, Robertson, Rutherford, Scott, Sequatchie, Sevier, Smith, Stewart, Sumner, Troutsdale, Unicoi, Van Buren, Warren, Washington, Wayne, White, Williamson, Wilson 104 1 Page (Rev 06-05- Attachment D AUTHORIZED DEALERS/PARTNERS/SALES AND SERVICE PROVIDER LIST Partner: Louisiana Mailing and Copy Systems DealerAddress:3625 Florida Avenue Kenner, LA 70065 Single Point of Contact: Earl Tice Title: President Phone Number: (504) 466-2011 Email Address: ectice@bellsouth.net Web Address (if applicable) Geographic area of coverage in each state for each dealer: Jefferson, Lafourche, Livingston, Orleans, Saint Bernard, Saint Charles, Saint John The Baptist, Saint Tammany, Tangipahoa, Terrebonn Partner: NAMOS (North Alabama Mailing) DealerAddress:9580 Madison Blvd., Suite 1 Madison, AL 35758 Single Point of Contact: David Roper Title: President Phone Number: 256-461 6927 Email Address: david@namosnet.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Madison, Morgan, Limestone, Marshall, Cullman, Jackson, Lauderdale, Colbert, Lawrence, Franklin, Dekalb, Partner: Pinnacle Mailing Products DealerAddress:7701 West Kilgore Avenue, Suite #5, Yorktown, IN 47396 Single Point of Contact: Kim Laffoon Title: Vice -President Sales Phone Number. 800-241-3724 Email Address: kimlaffoon@pinnaclemailing.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Adams, Bartholomew, Benton, Blackford, Boone, Brown, Carroll, Cass, Clark, Clay, Clinton, Dearborn, Decatur, Delaware, Fayette, Floyd, Fountain, Franklin, Grant, Greene, Hamilton, Hancock, Hendricks, Henry, Howard, Huntington, Jackson, Jay, Jefferson, Jennings, Johnson, Lawrence, Madison, Marion, Miami, Monroe, Montgomery, Morgan, Ohio, Orange, Owen, Parke, Putnam, Randolph, Ripley, Rush, Scott, Shelby, Sullivan, Switzerland, Tippecanoe, Tipton, Union, Vermillion, Vigo, Wabash, Warren, Washington, Wayne, Wells, White 105 1 Page (Rev 06-05- Attachment D AUTHORIZED DEALERS/PARTNERS/SALES AND SERVICE PROVIDER LIST Partner: Stuarts, Inc Attachment D DealerAddress:3642 Youree Dr. Shreveport, LA 71105 Single Point of Contact: Richard Stuart Title: President Phone Number: 318-869-3595 Email Address: rich@stuartsinc.com Web Address (if applicable) www.stuarts.com Geographic area of coverage in each state for each dealer: U Clairbome, Natchitoches, Red River, Union, Lincoln, Jackson, : Bossier, Caddo, DeSoto, Webster, Bienville, Ouachita, Caldwell, Morehouse, Richland, Franklin, Wesy Carroll, East Carroll, Nadison TX: Bowie, Cass, Harriton, Marion, Panola Partner: Universal Business Products DealerAddress:5326 W Crenshaw Tampa, FL 33634 Single Point of Contact: Marc Morgan Title: President Phone Number: 813-290-9206 Email Address: mmorgan@ubsmailing.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Brevard, Charlotte, Citrus, Collier, DeSoto, Glades, Hardee, Hendry, Hernando, Highlands, Hillsborough, Lake, Lee, Manatee, Monroe, Okeechobee, Orange, Osceola, Pasco, Pinellas, Polk, Sarasota, Semiole, Sumter, Volusia Partner: Northern Business Products DealerAddress:3 Maple St. Presque Isle, ME 04769 Single Point of Contact: Mark Carmichael Title: President Phone Number: 207-540-1490 Email Address: mark@ northern busi nessprod ucts.biz Web Address (if applicable) Geographic area of coverage in each state for each dealer: ME: Penobscot, Aroostook, Somerset, Washington, Piscataquis Partner: Vans Business Machines DealerAddress:1100 Bay View Rd. Petoskey, Ml 49770 Single Point of Contact: Jerry Van Slembrouck Title: President Phone Number: 231-347-6450 Email Address: jeny@vansbiz.com Web Address (if applicable) Geographic area of coverage in each state for each dealer Otsego, Luce, Mackinac, Chippewa, Antrim, Montmorency, Oscoda, Alcona 106 1 Page (Rev 06-05- Alpena, Emmet, Cheboygan, Presque Isle, Charlevoix, Leelanau, Benzie, Grand Traverse, Kalkaska, Crawfor, Attachment D AUTHORIZED DEALERS/PARTNERS/SALES AND SERVICE PROVIDER LIST Partner: Sumner Group dba Image Technologies of Missouri DealerAddress:6701 Stephens Station Rd Columbia, MO 65202 Single Point of Contact: Wayne Rueger Title: President Phone Number: 573-499-5300 Email Address: wrueger@imagetechmo.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Chariton, Cole, Cooper, Howard, Linn, Macon, Maries, Milk Pulaski, Randolph, Saline Partner: Hillard Office Solutions Adair, Audrain, Benton, Boone, Camden, Callaway, r, Moniteau, Monroe, Montgomery, Morgan, Osage, Pettis, DealerAddress:3001 West Loop 250 North Midland, TX 79705 Single Point of Contact: Brent Hillard Title: President Phone Number: 432-617-4677 Email Address: hilliard@mmbo.com Web Address (if applicable) www.hilliardos.com Geographic area of coverage in each state for each dealer: Texas: Midland, Abiliene, Dallas, Forth Worth, Lubbock and surrounding areas. Partner: Artic Office DealerAddress:100 Fireweed Lane Anchorage, AK 99503 Single Point of Contact: Bill Borchardt Title: President Phone Number: 907-792-1212 Email Address: bborchrdt@arcticoffice.com Web Address (if applicable) www.areUcoMce.com Geographic area of coverage in each state for each dealer. State of Alaska 107 1 Page {Rev 06-05- Attachment D AUTHORIZED DEALERS/PARTNERS/SALES AND SERVICE PROVIDER LIST Partner: STR Business Solutions DealerAddress:6636 Hamilton Boulevard Allentown, PA 18106 Single Point of Contact: Mark Gaston Title: President Phone Number. 484-359-9594 Email Address: mgaston@gmail.com Web Address (if applicable) www.strbusiness.com Geographic area of coverage in each state for each dealer. PA: Berks, Lehigh, Northampton, Montgomery, Chester NJ: Hunterdon, Warren Partner: Pacific Office Automation DealerAddress:14747 NW Greenbrier Parkway Beaverton, OR 97006 Single Point of Contact: Doug Pitassi Title: President Phone Number: 503-641-2000 Email Address: doug.pitassi@pacificoffice.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: OR: Beaverton, Eugene, Portland, Salem UT: Salt Lake CA: San Francisco, San Jose AZ: Tempe, Phoenix, Tucson NM: Sante Fe, Albuquerque CO: Denver WA: Seattle, Spokane, Tacoma, Kennewick, Evett and surrounding areas. Partner. CRI Digital DealerAddress:4800 Evanswood DR Columbus, OH 43229 Single Point of Contact: Scott DiFrancesco Title: President Phone Number: 614-268-6646 Email Address: scoff@cridigltal.net Web Address (if applicable) Geographic area of coverage in each state for each dealer: OH: Athens, Champaign, Delaware, Fairfield, Franklin, Hardin, Hocking, Knox, Licking, Logan, Madison, Marion, Miami, Morrow, Muskingum, Pickaway, Ross, Union Partner: DSC Office Systems DealerAddress:10270 Alliance Road Blue Ash, OH 45242 Single Point of Contact: Bemie Reagan Title: President Phone Number. 513-821-1199 Email Address: BReagan@dscoffice.com Web Address (if applicable) http://www.dscoffice.com Geographic area of coverage in each state for each dealer: OH: Brown, Clermont, Clinton, Hamilton, Warren KY: Campbell, Grant, Kenton, Boone, Pendleton, Bracken IN: Dearborn, Ohio, Switzerland 108 1 Page (Rev U-05- Attachment D AUTHORIZED DEALERS/PARTNERS/SALES AND SERVICE PROVIDER LIST Partner. Spiral Binding DealerAddress:1 Maltese DR Totowa, NJ 07512 Single Point of Contact: Ann Marie Boggio Title: Vice -President Sales Phone Number: 800-631-3572 Email Address: aboggio@spiralbinding.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Partner. Color Mail Systems DealerAddress:600 West Las Olas Blvd., Unit 1208S Ft. Lauderdale, FL 33312 Single Point of Contact: Ira Wernikoff Title: President Phone Number: 954-389-2433 Email Address: ira@colormailofrice.com Web Address (if applicable) Geographic area of coverage in each state for each dealer: Partner-DSI Dealer address-1235 Old Alpharetta Rd STE 110 Alpharetta GA 30005 Single point of contact -Lance Reed Title -President Phone number-770-921-6764 Email�dres -.Ir ed _ disatignta.com Web address-www.dsiatlanta.com Geographic area of coverage in each state for each dealer -entire state of Georgia Partner-Buckmaster Office Solutions Dealer address-623 West Stadium Land Sacramento CA 95834 Single point of contact -Mark Champas Title -President Phone number-916-923-0500 Email address., mchamoas@buckmasteroffice.com Geographic area of coverage for each state for each dealer -NV -Douglas, Storey, Washoe counties CA-Amador, Contra Costa, Yolo, Solano, Placer, Sacramento, San luaquin, El Dorado, Sutter Partner-XSE-Aztec Office Technologies Dealer address- 35 Philmack Dr STE 100 Middletown CT 06457 Single point of contact -Gerry Crean Title -President Phone number-888-272-8340 Email address- Gleanf )(5egrouo com Geographic area of coverage in each state for each dealer Entire state of CT/MA/RI Counties -Florida- Alachua,, Baker,, Bradford, Clay, Duval, Flaler, Marion, Nassau, Putnam, St Johns, Union, Volusia Competitive Meters only in New Jersey Counties New Jersey- Bergen, Essex, Hudson, Hunterdon, Monis, Ocean, Passaic, Somerset, Sussex, Union, Warren New York- Duchess, Putnam, Orange, Rockland, Rochester, Ulster Attachment D AUTHORIZED DEALERS/PARTNERS/SALES AND SERVICE PROVIDER LIST Authorized Sales and Service Provider: DMT Solutions Global Corporation, d/b/a BlueCrest Address: 37 Executive Drive, Danbury, CT 06810 Single Point of Contact: Eric Shields Title: Government Contracts Analyst Phone Number: 203,233.6231 Email address: eric.shields@pb.com Geographic coverage: all states 109 j Page (Rev 06-05- EXHIBIT B TO COOPERATIVE PURCHASING AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND PITNEY BOWES INC. [Lease Agreement] See following pages. pitney bowes {P) NASPO ValuePoint FMV Lease Agreement (Option C) I I I I I Agreement Number Your Business Information Full Legal Name of Lessee / DBA Name of Lessee Tax ID # (FElNITIN) TOWN OF FOUNTAIN HILLS 860650150 Sold -To: Address 16705 E AVE OF THE FOUNTAINS, FOUNTAIN HILLS, AZ, 85268-3815, US Sold -To: Contact Name Sold -To: Contact Phone # Sold -To: Account # Beata Bogdan (480)816-5161 0016712631 Bill -To: Address 16705 E AVE OF THE FOUNTAINS, FOUNTAIN HILLS, AZ, 85268-3815, US Bill -To: Contact Name Bill -To: Contact Phone # Bill -To: Account # Bill -To: Email Beata Bogdan (480) 816-5161 0016712631 accountspayable@fh.az.gov Ship -To: Address 16705 E AVE OF THE FOUNTAINS, FOUNTAIN HILLS, AZ, 85268-3815, US Ship -To: Contact Name Ship -To: Contact Phone # Ship -To: Account # Beata Bogdan (480)816-5161 0016712631 PO # Your Business Needs oty Item Business Solution Description 1 DM400C DM400C Digital Mailing System 1 1FAE Basic Accounting -50 Accounts 1 1FY9 DM400 70 LPM 1 1GW5 51b Integrated Weighing Feature 1 4CES US LIVE DM400C BASE - ES2 1 G900 Meter for DM300/DM400/475 Series 1 G9SS USPS Tracking Services Activation 1 MP9G Integrated Weighing Platform 1 PTJA SendPro Basic 1 User 1 SBTA DM400C Digital Meter System 1 SJ40 SoftGuard for DM400 1 STDSLA Standard SLA-Equipment Service Agreement (for DM400C Digital Mailing System) US174883.4 09/17 Page 1 of 2 Y101183987 ©2017 Pitney Bowes Inc. All rights reserved. See Pitney Bowes Terms for additional terms and conditions Your Payment Plan 60 itial Payment Amou $ 146.40 `Does not include any applicable sales, use, or property taxes which will be billed separately ( ) Tax Exempt Certificate Attached Billed Quarterly at* () Tax Exempt Certificate Not Required $ 439.20 () Purchase Power® transaction fees included N Purchase Power® transaction fees extra Your Signature Below By signing below, you agree to be bound by your State's/Entity's/Cooperative's contract, which is available at www ob com/states and is incorporated by reference. The terms and conditions of this contract will govern this transaction and be binding on us after we have completed our credit and documentation approval process and have signed below. NASPO VALI.IE POI NT ADSPO1&16gA97 State/Entity's Contract# _ 611 Lessee aure Print am Title Date Email Address Sales Information Ian Wren ian.wren@pb.com Account Rep Name Email Address Pitney Bowes Signature uate US174883.4 00117 Page 2 of 2 Y101183987 ®2017 Pitney Bowes Inc. All rights reserved. See Pitney Bowes Terms for additional terms and conditions