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HomeMy WebLinkAbout2025-702-E-IT Dept-Wrike-Wrike software annual renewalWrike, Inc. 550 West B Street, Floor 4, PMB 2305 San Diego, CA 92101 US E-mail: raylina.rodriguez@team.wrike.com ORDER FORM DETAILS Order Number:Q-800932 Ship To (For Sales Tax Purposes):Bill To (For Invoicing): Customer Name:Orange County Information Technologies Contact Name:Keith Chnupa E-mail:kchnupa@orangecountync.gov Address:ATTN: Sally Kadle 131 W. Margaret Street Hillsborough, NC 27278 United States Customer Name:Orange County Information Technologies Contact Name:Sally Kadle E-mail:skadle@orangecountync.gov Address:P.O. Box 8181 Hillsborough, NC 27278 United States ORDER FORM INFORMATION Account ID:2090993 Billing Frequency:Annually Offer Expiry Date:November 1, 2025 Payment Terms:Net 30 Effective Date:November 2, 2025 Currency:USD SUBSCRIPTION FEES PRODUCTS QTY ANNUAL EFFECTIVE RATE TOTAL TERM Subscription Term: NOV 2 2025 - NOV 1 2027 Wrike Solution Package Business Plus Subscription Licenses 15 Users $4,240.80 $8,481.60 Subscription Fees Total:$8,481.60 Order Total, USD:$8,481.60 ACCOUNT INFORMATION As of the Effective Date of this Order Form, this Order Form replaces and nullifies all prior quotes and orders between Parties related to the Account ID referenced above, including any self-service or online order by Customer (if any), except that (a) any previously-issued invoices associated with prior Order Form(s) are still owed and due by Customer; and (b) any pre-paid but unused Fees associated with prior Order Form(s) will apply as Credit to the invoice associated with this Order Form. TERMS AND CONDITIONS A.Governing Terms: This Order Form is for the products and services outlined herein, Customer’s use of which are governed by the terms of this Order Form and the October 31, 2018 separate Master Subscription & Services Agreement/SaaS Subscription Agreement signed between the Parties (together with all amendments and addenda thereto, if any, the “MSA”) (this Order Form and the MSA, together, the “Agreement”). In the event of a conflict between this Order Form and the MSA, this Order Form will take precedence and prevail as to the conflict. B.Additional Terms: 1.Service Subscription(s): The purchased Service Subscription(s) of cloud-based project management and collaboration software outlined above are further defined at https://www.wrike.com/legal/enterprise-products/. 2.Taxes: Unless expressly itemized above, the fees do not include any direct or indirect local, state, federal or foreign taxes, levies, duties or similar governmental assessments of any nature, including value-added, use or withholding taxes (collectively, "Taxes"). Customer is responsible for paying all Taxes associated with its purchases hereunder, excluding taxes based on our net income or property. If we have the legal Page #1 Docusign Envelope ID: 23C2F7E4-D84A-4D30-9964-D7C195160AD3 obligation to pay or collect Taxes for which Customer is responsible under this section, the appropriate amount shall be invoiced to and paid by Customer, unless Customer provides a valid tax exemption certificate authorized by the appropriate taxing authority. 3.Modifications: Other than applying a signature and filling in the related blank fields with information that matches Customer’s identity, any alteration or addition that Customer makes to this Order Form is void. No modification, amendment, or waiver of any provision of this Order Form shall be effective unless in writing and signed by the Party against whom the modification, amendment or waiver is to be asserted. No terms or conditions set forth on any Customer purchase order or preprinted form or document shall add to or vary the terms and conditions of this Order Form, and all such terms or conditions shall be null and void. 4.Representation on Authority of Parties/Signatories: Each person signing this Order Form represents and warrants that he or she is duly authorized and has the legal capacity to perform under this Order Form. Each Party represents and warrants to the other that the execution and delivery of the Order Form and performance of such Party's obligations hereunder have been duly authorized and the Agreement is a valid and legal agreement binding on such Party and enforceable in accordance with its terms. This Order form may be executed electronically or by facsimile and in counterparts, which taken together shall form one legal instrument. ACKNOWLEDGED AND AGREED For good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree to the terms and conditions of this Order Form through their undersigned authorized representatives Customer Wrike, Inc. Authorized Signature*:\s1\Authorized Signature:\s2\ Name:\n1\Name:\n2\ Job Title:\t1\Job Title:\t2\ Date:\d1\Date:\d2\ Legal Notice Email:\legal_email1\Legal Notice Email:legal@team.wrike.com *By signing above, I represent and warrant I have the authority to sign on behalf of Customer.. Page #2 Docusign Envelope ID: 23C2F7E4-D84A-4D30-9964-D7C195160AD3 CFO Jacquelyn Tonelli 10/31/2025 tmyren@orangecountync.gov Travis Myren 11/11/2025 County Manager BILLING SCHEDULES Below is the expected payment schedule for this Order Form. Please refer to the applicable issued invoices for exact dates and details. INVOICE DATE SUBSCRIPTION FEES INVOICE TOTAL November 2, 2025 $4,240.80 $4,240.80 November 2, 2026 $4,240.80 $4,240.80 Page #3 Docusign Envelope ID: 23C2F7E4-D84A-4D30-9964-D7C195160AD3 Revised 01/24 1 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Wrike, Inc Vendor Contact Person: Jacquelyn Tonelli Phone: Address: 550 West B Street, Floor 4, PMB 2305 City San Diego State: CA Zip: 92101 Department: IT Amount: $8,481.60 ($4,240.80 billed annually) Purpose: Wrike software annual renewal Budget Code(s): 10315020-625010 Vendor # 65440 Vendor Status with NCSOS: Current - Active Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: 27 September 2023) (Most Recent Amendment ) Effective Date 15 October 2025 End Date 1 November 2027 Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: ); Made or Administered by Signature Authority - BOCC Express Delegation (Agenda Date: ) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: ) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) Department Affirmation 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. This agreement is approved as to technical form and content . Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: Department Director’s Signature ________________________________________ Date: ________ Information Technologies This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer___________________________________ Date: ________ Inapplicable because no hardware/software purchases or related services 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 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: Received for record retention: Office of the Clerk to the Board __________________________________________Date:_________ Docusign Envelope ID: 23C2F7E4-D84A-4D30-9964-D7C195160AD3 11/6/2025 11/6/2025 11/10/2025 11/11/2025 11/11/2025 ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? INSR ADDL SUBR LTR INSD WVD DATE (MM/DD/YYYY) PRODUCER CONTACT NAME: FAXPHONE (A/C, No):(A/C, No, Ext): E-MAIL ADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTED CLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGG $JECT OTHER:$ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person)$ OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE $ CLAIMS-MADE AGGREGATE $ DED RETENTION $$ PER OTH- STATUTE ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMIT $DESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORDACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE Lockton Companies, LLC DBA Lockton Insurance Brokers, LLC in CA CA license #0F15767 8110 E Union Ave., Ste. 100 Denver CO 80237 denver-certs@lockton.com Wrike, Inc. 550 West B Street Floor #4, Suite 401 San Diego, CA 92121 Riverport Insurance Company 36684 Berkley National Insurance Company 38911 X X 1,000,000 1,000,000 15,000 1,000,000 2,000,000 2,000,000 X X X Comp. Ded. $100X Coll. Ded. $1,000 1,000,000 XXXXXXX XXXXXXX XXXXXXX XXXXXXX X X 15,000,000 15,000,000 XXXXXXX N X 1,000,000 1,000,000 1,000,000 A TCP 7023943 11 9/30/2024 1/1/2026 A TCP 7023943 11 9/30/2024 1/1/2026 A TCP 7023943 11 9/30/2024 1/1/2026 B TWC 7023944 12 9/30/2025 1/1/2026 1/1/2026 1457346 N N N N N N N 10/15/2025 22508224 22508224 XXXXXXX Orange County 300 West Tryon Street P.O. Box 8181 Hillsborough NC 27278 Evidence Only. X X See Attachment Docusign Envelope ID: 23C2F7E4-D84A-4D30-9964-D7C195160AD3 To whom it may concern: In our continuing effort to provide timely certificate delivery, Lockton Companies is transitioning to paperless delivery of Certificates of Insurance. To ensure electronic delivery for future renewals of this certificate, we need your email address. Please contact us via one of the methods below, referencing Certificate ID 22508224. Email: PacificeDelivery@lockton.com Phone: (213) 689-2300 If you received this certificate through an internet link where the current certificate is viewable, we have your email and no further action is needed. In the event your mailing address has changed, will change in the future, or you no longer require this certificate, please let us know using one of the methods above. The above inbox is for automating electronic delivery of certificates only. Please do NOT send future certificate requests to this inbox. Thank you for your cooperation and willingness in reducing our environmental footprint. Lockton Insurance Brokers, LLC – Pacific Series Lockton Insurance Brokers, LLC License #0F15767 777 S Figueroa Street, 52nd Fl / Los Angeles, CA 90017-5524 213-689-0065 / FAX: 213-689-0550 lockton.com Attachment Code: D568356 Master ID: 1457346, Certificate ID: 22508224 Docusign Envelope ID: 23C2F7E4-D84A-4D30-9964-D7C195160AD3