HomeMy WebLinkAbout2008-014 Assessor - Patriot Properties Information Management System Discovery Phase•
DISCOVERY PHASE CONTRACT
AND
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AGREEMENT BETWEEN
ORANGE COUNTY, NORTH CAROLINA
AND
PATRIOT PROPERTIES, INC.
330 LYNNWAY, LYNN, MASSACHUSETTS 01901
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This contract is made and entered into this 15th day of February, 2008 by and between
ORANGE COUNTY, NORTH CAROLINA located at 200 South Cameron Street, Hillsborough,
NC 27278 and PATRIOT PROPERTIES, INC., a Massachusetts corporation (hereinafter
referred to as the PATRIOT), whose principal place of business is located at 330 Lynnway,
Lynn, Massachusetts, 01901, Telephone (781) 586-9670.
In consideration of the mutual covenants and agreements hereinafter set forth, the parties agree
as follows:
1. Scope of Agreement
The purpose of this agreement is to detail the scope of work and procedures involved in the
Discovery phase of the development of Software customizations required for implementation
and installation of AssessPro 4.6, for the Orange County Assessor's Office. Also included are
other related departments of the county that will be using AssessPro. This phase will also include
detail documents and procedures to be used in the Software implementation and installation of
the Patriot system upon execution of a Final Software Contract and Agreement between County
and Patriot.
Further, County and Patriot understand and agree that it is the intent of the parties that this
Discovery Phase Contract and Agreement is to be interpreted in conjunction with the Final
Software Contract and Agreement between County and Patriot executed contemporaneously with
this agreement. However, this Discovery Phase Contract and Agreement shall control during the
90 day term immediately following execution of both the Discovery Phase Contract and
.Agreement and the Final Software Contract and Agreement, or any extension thereof,
specifically as to the Discovery Phase and documentation process described below as well as to
"Payment of Service" and Agreement terms" contained in Section 2 below.
This Discovery Phase and documentation process will include, but not be limited to:
1) Customization Detail -will include, but not be limited to statement of work, detail
design, and sign off documents between County and Patriot;
2) Interface/Integration Documentation- Design specifications for the interface between
the Building and Permit System, Tax Billing, GIS and Web;
3) Training Schedules;
4) Preliminary Project Timeline;
• 5) Discussion of .NET product
2. Payment of Service
Orange agrees to pay Patriot $17,750 for the Discovery Phase. See attached schedule for a
breakdown of services.
Payment of $17,750 would be due and payable by County to Patriot upon execution of this
Discovery Phase Contract.
Agreement terms:
Acceptance:
Provided County determines that all Discovery Phase detail and documentation are timely
prepared and demonstrate that the Patriot basic Real Estate components system can be
safely and efficiently implemented and installed into County's computer system pursuant to
the terms and conditions of said RFP then the payment of $17,750 under this contract will
be applied to the Final Software Contract and Agreement between County and Patriot
executed contemporaneously with this agreement, and County and Patriot shall proceed
with the implementation and installation of the AssessPro 4.6 components system into the
County computer systems as provided by RFP in accordance with the said Final Software
Contract and Agreement between County and Patriot. Notice of County's approval of all
Discovery Phase detail and documentation shall be given in writing to Patriot at the
following address:
Patriot Properties, Inc.
330 Lynnway
Lynn, MA 01901
Attn: Kristen O'Connor
Such notification will terminate this Discovery Phase Contract and Agreement after which
notice the parties shall continue under the provisions of the Final Software Contract and
Agreement between County and Patriot.
Refusal and Termination:
In the event County determines from the Discovery Phase detail and documentation that the
AssessPro 4.6 components system cannot be safely and efficiently implemented and
installed into County's computer system pursuant to the terms and conditions of said RFP
then Patriot shall retain the $17,750 paid under this Discovery Phase Contract as payment
in full for services rendered and the Final Software Contract and Agreement between
County and Patriot shall be considered terminated at the will of both County and Patriot.
County shall notify Patriot of decision to terminate the Final Software Contract and .
Agreement between County and Patriot pursuant to this paragraph by giving 15 days prior
written notice of intent to terminate delivered to Patriot at the following address:
• Patriot Properties, Inc.
330 Lynnway
Lynn, MA 01901
Attn: Kristen O'Connor
Term
It is anticipated by County and Patriot that the Discovery Phase detail and documentation
will be completed within 90 days of the execution of this agreement. Therefore, the term of
this Discovery Phase Contract and Agreement shall not exceed 90 days under any
circumstances unless both parties agree to it in writing. Should Patriot be unable, for any
reason, to complete the Discovery Phase detail and documentation process within this
period of time, and should County choose not to extend the term of this Discovery Phase
Contract and Agreement then County may terminate the Final Software Contract and
Agreement between County and Patriot by giving 15 days prior written notice of intent to
terminate addressed to Patriot at the address indicated above.
Disputes /Venue
This agreement shall be governed by the laws of the State of North Carolina, should any
dispute arise between the parties such that County and Patriot are unable to resolve their
differences to their mutual satisfaction then Orange County Superior Court shall be the
exclusive venue for any legal action by or between the parties.
IN WITNESS WHEREOF, PATRIOT PROPERTIES, INC., and ORANGE COUNTY, NORTH
CAROLINA have caused this Agreement to be executed by their duly-authorized officers.
PATRIOT PROPERTIES, INC.
By:
KRISTEN M. O'CONNOR
Title: DIR. OF BUSINESS DEV.
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ORANGE COUNTY, NORTH
CAROLINA
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This agreement has been pre-audited in
the manner required by the Local
Government and Fiscal Control Act.
Gary Humphre , F' ancial Services Director
Pursuant to Massachusetts General Laws, Chapter 62C, Section 49A, I certify under the penalties
of perjury that Patriot Properties, Inc., to the best of my knowledge and belief, has filed all
Massachusetts State tax returns and paid all Massachusetts State taxes required under law.
PATRIOT PROPERTIES, INC. 04-2864004
Corporate Name Fed. I.D. Number
• By:
Corporate Officer
Schedule A -Discovery Phase Pricin
g
$17,750.00
Patriot will provide 2 on site visits with 2 representatives. Each ~
These visits with expenses will average about $10,700.00
The remaining time will be spent preparing documentation and f.
the above agreement.
Patriot will dedicate 47 hours of in office time for completion of
$150/hour split between different Patriot employees.
$7,050.00
last 2 days.
items in Section 1 of
1. This will be billed at
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