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Home My WebLink About2022-222-E-Social Svc-SAS Institute Inc-Analytic insights for child placement and permanencyOrder Form Number: 128038 Order Form SAS Institute Inc. (“SAS”) World Headquarters SAS Campus Drive Cary, North Carolina 27513 Tel: (919) 677 8000 • Fax: (919) 677 4444 http://www.sas.com Customer: Orange County North Carolina Address: 113 Mayo Street Hillsborough, NC 27278 Taxpayer ID/VAT/GST Number: Territory: USA Currency: USD Consulting Services – Time & Materials Description of Consulting Services: SAS will provide Consulting Services directed towards demonstrating the value SAS can provide for analytic insights into child placement and permanency. Utilizing customer data SAS will provide the deliverables below: SAS will provide the following Deliverables: • A readiness session and project kickoff • At least two (2) analytic iterations and feedback sessions, as mutually agreed upon between the parties • A final presentation containing results regarding child placement and permanency, along with proposed next steps Assumptions: • During pre-kickoff planning and preparation, the parties will identify and mutually agree upon the data SAS will use, including reviewing and prioritizing potential factors and data sources. SAS will use the agreed upon data as part of the kickoff activities. o The parties agree that the provided data should be of sufficient quality to deliver results that reflect business scenarios and should be provided as-is or with minimal cleansing efforts. o Data may include multiple data tables with mutually agreed upon specifications and requirements, including number of tables and field. o Data will be provided to SAS as comma-separated value (CSV) file(s) or SAS datasets. o Up to 3 years of historical actuals data is ideal for best results. • SAS will prepare a SAS environment for use in support of the Sevices. Customer agrees that will not send SAS personally identifiable information (PII) or regulated data. • SAS will deliver results as a presentation and/or screen sharing. • Customer will not have access to a SAS System or Software. • Customer must use all the hours within sixteen weeks of contract signature. Customer Responsibilities • Customer will identify one or more individuals for each of the following roles who will be available throughout the estimated eight (8) Services window: Stakeholder, Coordinator, Business Lead, Data Steward. The roles are described in more detail below: o Stakeholder is a corporate sponsor for this initiative and the ultimate decisionmaker for next steps and success. o Coordinator is the primary point of contact for SAS, this person helps to coordinate any dependencies and ensure availability of key resources. o Business Lead provides and explains key business drivers and expectations related to the scope of Services. DocuSign Envelope ID: AE96C938-3D19-469D-9A50-E90907F3815F o Data Steward facilitates the receipt of data by SAS and can support any questions related to the data provided. Hourly Rate: $262.00 Customer Budget: $85,000 Customer has elected to pre-pay the Consulting Services Fee. SAS will send monthly statements to document the draw-down of hours based on hours of Consulting Services actually performed by SAS. The Consulting Services Fee may only be used toward labor for Consulting Services under this Order Form. Except as otherwise set forth in the Agreement, pre-paid Consulting Services Fees are nonrefundable and must be used within twelve (12) months from acceptance of this Order Form. How This Order Form Works This Order Form is governed by and incorporates the following documents. All documents are listed in order of precedence, and are collectively referred to as the “Agreement”: Document Location This Order Form Not Applicable Consulting Services Addendum https://www.sas.com/addendum-consulting SAS Universal Terms https://www.sas.com/universal-terms The individual signing or accepting this Order Form must have the authority to bind Customer to the Agreement. Customer Authorized Signature: /sign_here1/ Name: /sign_name1/ Title: /sign_title1/ Date: /date_sign1/ SAS Authorized Signature: /sign_here2/ Name: /sign_name2/ Title: /sign_title2/ Date: /date_sign2/ DocuSign Envelope ID: AE96C938-3D19-469D-9A50-E90907F3815F Director, Lic Ops 6/13/2022 Victoria Clayton Bonnie Hammersley County Manager 6/16/2022 Th 01JUN2022 16465430 \accept\ \decline\ LGL5618/Jan21 Last Revised: 20January2021 T17024MDM DocuSign Envelope ID: AE96C938-3D19-469D-9A50-E90907F3815F 1 ADDENDUM TO SAS ORDER FORM, CONSULTING SERVICES ADDENDUM, AND OPERATING AGREEMENT This Addendum modifies the SAS Order Form, Consulting Services Addendum, and Universal Terms between SAS Institute, Inc. (“SAS” or “Provider”) and Orange County, a local political subdivision of the State of North Carolina (“County” or “Customer”) This Addendum takes precedence over all other conflicting terms and conditions of the Agreement. This Addendum modifies the attached Agreement. This Addendum is attached to the Agreement and is hereby incorporated by reference into that Agreement as if had been set out therein. 1. Addition to Universal Terms Section 13. Confidentiality: To the extent permitted by the North Carolina Public Records laws, set forth at Chapter 132 of the North Carolina General Statutes, the terms of this Agreement and any Confidential Information shall be treated by both SAS and Customer as confidential and may not be disclosed or shown to a third party without the prior written consent of the other. Should SAS fail to consent to disclosure pursuant to a legitimate records request under the North Carolina public records laws, SAS agrees to indemnify and hold harmless County and its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose the records. 2. Revision to Universal Terms Section 16.1 Governing Law: This Agreement is governed by the laws of North Carolina without regard to the conflict of laws rules, provisions or statutes of any jurisdiction. SAS and Customer each represent that each party shall comply with all applicable federal, state, and local laws. Provider shall at all times remain in compliance with all applicable local, state, and federal laws, rules, and regulations including but not limited to all state and federal anti-discrimination laws, policies, rules, and regulations and the Orange County Non- Discrimination Policy and Orange County Living Wage Policy (each policy is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php). Any violation of this requirement is a breach of the Agreement and County may terminate this Agreement without further obligation on the part of the County. This paragraph is not intended to limit, and does not limit, the definition of breach to discrimination. By executing this Agreement, Provider affirms that Provider is and shall remain in compliance with Article 2 of Chapter 64 of the North Carolina General Statutes. By executing this Agreement, Provider certifies that Provider has not been identified, and, to the best of its knowledge, has not utilized the services of any agent or subcontractor, on the list created by the State Treasurer pursuant to G.S. 147-86.58. By executing this Agreement Provider certifies that Provider has not been identified, and, to the best of its knowledge, has not utilized the services of any agent or subcontractor identified, on the list created by the State Treasurer pursuant to G.S. 147-86.81. DocuSign Envelope ID: AE96C938-3D19-469D-9A50-E90907F3815F 2 3. Revision to Universal Terms Section 16.2 Arbitration: If either party fails to comply with the terms of this Agreement, the other party shall be entitled to seek all remedies available at law or in equity, and in connection therewith both parties acknowledge that such breach may cause the other party immediate and irreparable injury for which remedies at law are inadequate. To the extent permitted by applicable law, if SAS fails to comply with the terms of this Agreement, SAS’s entire liability arising from or in connection with the Services and/or any software or firmware provided in connection therewith shall be limited to the amounts paid by Customer hereunder. 4. Agreement Amount. The maximum amount payable under this Agreement for Consulting Services, time and materials is Eighty-Five Thousand Dollars ($85,000). This amount shall not be exceeded without duly executed written amendment to this Agreement. 5. Non Appropriation: Provider acknowledges that County is a governmental entity, and the validity of this Agreement is based upon the availability of public funding under the authority of its statutory mandate. In the event that public funds are unavailable and not appropriated for the performance of County’s obligations under this Agreement, then this Agreement shall automatically expire without penalty to the County immediately upon written notice to Provider of the unavailability and non-appropriation of public funds. 6. Signatures: This Agreement together with any amendments or modifications may be executed electronically. All electronic signatures affixed hereto evidence the intent of the Parties to comply with Article 11A and Article 40 of the North Carolina General Statutes Chapter 66. ORANGE COUNTY SAS Institute, Inc. By: ________________________________ By: __________________________________ Name and Title: ___________________________ Name and Title: _________________________ DocuSign Envelope ID: AE96C938-3D19-469D-9A50-E90907F3815F Victoria Clayton Director, Lic OpsBonnie HammersleyCounty Manager Revised 06/21 ORANGE COUNTY—DEPARTMENT USE ONLY ______________________________________________________________________________ Party/Vendor Name: SAS Institute Inc. Party/Vendor Contact Person: Jennifer Conner Contact Phone: 919-531- 7260 Party/Vendor Address: 100 Campus Drive City Cary State: NC Zip: 27513 Department: Social Services Amount: $85,000 Purpose: Analytic insights for child placement and permanency Budget Code(s): 10400120- 630000/10460020-630000 Vendor # N/A (N/A if new vendor) Vendor is a BOCC consultant? Yes No Contract Type: (Check one) New Renewal Amendment Effective Date 6/8/2022 Approved by Board Yes No Agenda Date: --- For Section XIV. c. contracts only, Approved by Board in Current FY Budget Yes No This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this project has not been initiated prior to execution of the agreement: Department Director’s Signature ________________________________________ Date: ________ Agreements for emergency services or repair are not subject to the above affirmation. If services related to this agreement have already begun or been completed please briefly describe the nature of the emergency condition that was addressed: Information Technologies (Applicable only to hardware/software purchases or related services) This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer___________________________________ Date: ________ Risk Management This agreement is approved for sufficiency of insurance standards, specifications, and requirements: Office of the Risk Management Officer___________________________________ Date: _________ Financial Services This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Office of the Chief Financial Officer ____________________________________ Date: _________ Legal Services This agreement is approved as to legal form and sufficiency: Office of the County Attorney __________________________________________Date: ________ Clerk to the Board Received for record retention: All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov The following signature block is for hard copies only and is not required for Docusign contracts: Office of the Clerk to the Board __________________________________________Date:_________ DocuSign Envelope ID: AE96C938-3D19-469D-9A50-E90907F3815F 6/10/2022 6/13/2022 6/14/2022 6/16/2022 DocuSign Envelope ID: AE96C938-3D19-469D-9A50-E90907F3815F DocuSign Envelope ID: AE96C938-3D19-469D-9A50-E90907F3815F DocuSign Envelope ID: AE96C938-3D19-469D-9A50-E90907F3815F