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HomeMy WebLinkAboutCounty of Orange - 2009-02-02Council/Agency Meeting Held: pZ Deferred/Continued to: App ved ❑ Conditionally Approved ❑ Denied i Cl k's ignat e Council Meeting Date: 2/2/2009 Department Number: PD-09-004 CITY OF HUNTINGTON BEACH REQUEST FOR CITY COUNCIL ACTION SUBMITTED TO: HONORABLE MAYOR AND CITY CO IL MEMBERS SUBMITTED BY: FRED A. WILSON, CITY ADMINIST R PREPARED BY: KENNETH W. SMALL, CHIEF OF POL E SUBJECT: AGREEMENT WITH THE COUNTY OF ORANGE AUTHORIZING THE UTILIZATION OF THE COUNTY'S MASS NOTIFICATION SYSTEM Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachment(s) Statement of Issue: Should the City enter into an agreement with the County of Orange authorizing the City's use of the Countywide Public Mass Notification System (AlertOC)? Funding Source: The County of Orange agrees to fund the system for emergency notifications and to purchase updated information and equipment for the continued use of the system through June 30, 2012. Recommended Action: Motion to: Approve the Memorandum of Understanding (MOU) agreement with the County of Orange for the period February 2, 2009 to June 30, 2012, authorizing the City to utilize the County's Mass Notification System, and authorize the City Administrator to execute the agreement on behalf of the City. Alternative Action(s): Do not approve the MOU and direct staff accordingly. -1- 7- REQUEST FOR CITY COUNCIL ACTION MEETING DATE: 2/2/2009 DEPARTMENT ID NUMBER: PD-09-004 Analysis: The County of Orange has implemented a Public Mass Notification System (AlertOC) for use in the event of an emergency and entered into a contractual agreement with Connect-CTY to provide the service. Under the agreement, all cities within the county are permitted to use the system in an emergency situation. According to the County, the definition of emergency is defined as "imminent or perceived threat to human or animal life, and property." Examples of use would include disaster notifications, evacuation notices, public health or public safety emergencies, or any notification to provide emergency information as defined by a community, including critical missing persons. Each city would have local control of the system. This notification system is more efficient than the current one being used by the City (Rapid Notify). AlertOC is designed to disseminate early warnings and time sensitive information to city businesses and residents via their landline telephones during times of emergency events. The system is designed to be utilized in conjunction with other public warning systems such as emergency alert sirens. The Mass Notification System will be available 24 hours a day/7 days a week. The system will be pre -loaded with City landline phone numbers (including unlisted) and city geographical maps. No personal cell phones will be called by the system unless the cell phone owner specifically registers his/her phone with the County for such notifications. The County Mass Notification System MOU has been reviewed and approved as to form by the City Attorney's Office. The County of Orange Chief Information Office will manage the mass notification data base and all phone numbers contained within. Rules and protocols pertaining to the use of the system have been approved by the Emergency Management Council for the County of Orange and the Operational Area Executive Board. The system exclusively uses the "9-1- 1 Databases" throughout the County, the use and access to which is strictly regulated by the California Public Utilities Code (CPUC) Sections 2872 and 2891.1. All phone numbers contained in the 9-1-1 database are strictly confidential and proprietary, and information will not be released and/or utilized except by authorized personnel for the purpose of emergency notifications. The County of Orange will fund all costs associated with "emergency notifications," including quarterly updates of the 911 data, through June 30, 2012. There is an option for the City to enter into a separate agreement with the vendor (Connect-CTY) for "non - emergency" notifications. The costs for this program are unknown at this time; however, initial estimates are $85,0004120,000 in start up fees and support fees of $15,000- $20,000 per year thereafter. The City is not planning to pursue the "non -emergency" option any further at this time. Presently, the City Administrator's Office and Police Department are interacting with the County of Orange on this project. If directed to proceed with implementation of the system, the long term plan calls for local administration of the system being assigned to the City Emergency Operations Manager. -2- 1/16/2009 11:22 AM REQUEST FOR CITY COUNCIL ACTION MEETING ®ATE: 2/2/2009 DEPARTMENT I® NUMBER: P®-09-004 Strategic Plan Goal: Provide quality public service with the highest professional standards to meet community expectations and needs, assuring that the City is sufficiently staffed and equipped overall. Environmental Status: Not Applicable. Attachment(s): 1. Memorandum of Understanding between the County of Orange and City of Huntington Beach. -3- 1/26/2009 12:03 PM — _ __ .� r �_, _- . — _ __ _ — — �� >, o. .:_ _ _- , �_� �_� .. � �� MOU BETWEEN THE COUNTY OF ORANGE AND PARTICIPANTS FOR USE OF COUNTYWIDE MASS NOTIFICATION SYSTEM Thi Memorandum of Understanding, hereinafter referred to as "MOU," dated , which date is stated for purposes of reference only, is entered into by and between a County of Orange, a political subdivision of the State of California,- hereinafter referred to as "COUNTY," and the undersigned municipalities and higher education districts responsible for protecting a resident population and maintaining a dedicated public safety answering point (PSAP)within the County of Orange, hereinafter referred to individually as "PARTICIPANT" or collectively as "PARTICIPANTS." This MOU is intended to establish governance and terms of use for a Countywide Public Mass Notification System. RECITALS WHEREAS, COUNTY is sponsoring a Countywide Public Mass Notification System ("System") for the primary intent of providing timely communication to the public during times of emergency; and WHEREAS, the County is making use of the System available to all cities and agencies within the County of Orange who have the respoisibility of protecting a resident population and maintaining a dedicated public safety answering point (PSAP); and WHEREAS, COUNTY entered into Orange County Price Agreement no. N1000009880 ("Agreement"), attached hereto as Exhibit A, for the provision of Public Mass Notification System Services with The NTI Group, Inc. ("NTI") on or about May 6, 2008 to disseminate critical, time -sensitive emergency information to COUNTY's citizens and businesses through phone and e-mail devices for emergency notification purposes; and WHEREAS, NTI agrees to provide to PARTICIPANTS the services agreed to by NTI and COUNTY as contained under the Agreement in exchange for abiding by the terms set forth in this MOU; and WHEREAS, PARTICIPANTS agree to uphold the same terms and conditions of the Agreement, to use the System in compliance with all usage agreements identified and incorporated herein as Exhibit A (Orange County Price Agreement no. N1000009880), Exhibit B (Nondisclosure Document), and Exhibit C (Countywide Public Mass Notification System Policy and Guideline), and the terms of this MOU to receive the benefits under the Agreement. NOW, THEREFORE, the parties agree as follows: Page 1 of 5 1. Definitions: "Agreement" shall refer to Orange County Price Agreement no. N 1000009880 between COUNTY and NTI. The Agreement is attached to this MOU as Exhibit A. "Countywide" shall mean all geographic locations in Orange County, California. "Contact information" shall mean PARTICIPANT and public contact data stored in the System for the purpose of disseminating communication in accordance with this MOU and its Exhibits "Emergency" shall include, bui- not be limited to, instances of fire, flood, storm, epidemic, riots, or disease that threaten the safety and welfare of the citizens and property located within the boundaries of the COUNTY and PARTICIPANTS' respective jurisdictions. "Emergency information" shall mean information relevant to the safety and welfare of recipients in the event of an Emergency. Such information shall include but not be limited to instructions and directions to alleviate or avoid the impact of an emergency. "Emergency notification situation" shall mean instances when emergency information is to be distributed through the System. "Non -emergency information" shall refer to information that is not relevant to the safety and welfare of recipients, but has been deemed to be of significant importance to a PARTICIPANT's jurisdiction to justify the use of the System to distribute such information. "Non -emergency notification situation" shall mean instances when a PARTICIPANT deems non -emergency information to be of significance to a PARTICIPANT'S jurisdiction and the PARTICIPANT uses the System to distribute such information. "System" shall mean the Public Mass Notification System as provided by NTI to COUNTY under the Agreement. The System is designed to disseminate information by utilizing common communications, i.e. telephone and e-mail communications to citizens and businesses as permitted under the Agreement. If. Hold Harmless: PARTICIPANT will defend, indemnify and save harmless COUNTY, its elected officials, officers, agents, employees, volunteers and those special districts and agencies which COUNTY's Board of Supervisors acts as the governing Board ("COUNTY INDEMNITIES") from and against any and all claims, demands, losses, damages, expenses or liabilities of any kind or nature which COUNTY, its officers, agents, employees or volunteers may sustain or incur or which may be imposed upon them for injury to or death of persons, or damages to property as a result of, or arising out of the acts, errors or omissions of PARTICIPANT, its officers, agents, employees, Page 2 of 5 subtenants, invitees, or licensees. COUNTY will defend, indemnify and save harmless PARTICIPANT, its officers, agents, employees and volunteers from and against any and all claims, demands, losses, damages, expenses or liabilities of any kind or nature which PARTICIPANT, its officers, agents, employees or volunteers may sustain or incur or which may be imposed upon them for injury to or death of persons, or damages to property as a result of, or arising out of the acts, errors or omissions of COUNTY, its officers, agents, employees, subtenants, invitees, or licensees. III. 'Term: This MOU shall be in effect from Q! -�',/X02J and shall expire on June 30, 2012, unless COUNTY funding of the System becomes unavailable at which time PARTICIPANTS will be given six month advance notice per the termination terms found in Paragraph IX. Termination, below. IV. Scope of Services: PARTICIPANTS shall receive from NTI the same services provided by NTI to the COUNTY under the Agreement. COUNTY's involvement in this MOU is limited only to extending the availability of the terms and conditions of the Agreement to the PARTICIPANTS. PARTICIPANTS and NTI acknowledge and agree that any actions taken by NTI or any PARTICIPANT under the scope of the Agreement and this MOU are the responsibility of NTI and the respective PARTICIPANT. V. Use: Use of the System and its data, including but not limited to contact information, is governed by the terms, conditions and restrictions set forth in the terms provided in Exhibit A, B and C. All PARTICIPANTS agree to the terms and conditions contained in Exhibits A, B, and C. COUNTY retains the right to update Exhibits A, B, and C as needed, in whole or in part, during the life of this MOU. Any and all revised Exhibits will be distributed to PARTICIPANTS within five business days of the revision date and shall be incorporated into this MOU. Such modifications to the Exhibits shall not be deemed an amendment for the purposes of Paragraph X. Amendments, below. PARTICIPANT, including each of its agents, officers, employees, and representatives who are given access to the System, agrees to abide by the individual terms of each agreement and the additional conditions incorporated herein. Breach of use may result in individual user or Participant access account termination. The scope of services under the Agreement is limited to using the System to distribute business communication to PARTICIPANT inter -departmental resources and/or emergency information to the public in emergency notification situations. PARTICIPANTS may arrange for the use of the System with NTI to distribute non - emergency information. However, any agreement reached between NTI and any PARTICIPANT for the use of the System For non -emergency notification situations shall exist only between NTI and the PARTICIPANT. In accordance with Paragraph II. Hold Harmless, above, COUNTY shall be held harmless and indemnified by the PARTICIPANTS and NTI from any actions whatsoever arising from any PARTICIPANT's use of the System for non -emergency services. Page 3 of 5 All PARTICIPANTS have read and accept the terms and conditions found in COUNTY's "Countywide Public Mass Notification System Policy and Guideline (June 30, 2008)", attached hereto as Exhibit C. VI. Compensation: All compensation owed by PARTICIPANTS to NTI shall be made between PARTICIPANTS and NTI. VII, Notice: Any notice or notices required or permitted to be given pursuant to this MOU shall be submitted in writing and delivered in person, via electronic mail or via United States mail as follows: COUNTY: County Executive Office Mass Notification System Program Manager 10 Civic Center Plaza Santa Ana, Ca 92701 Teara.leblanc@ocgov.com PARTICIPANTS: Each PARTICIPANT shall provide to COUNTY a contact person and notice information upon entering into this MOU. Notice shall be considered tendered at the time it is received by the intended recipient. VIII. Confidentiality: Each party agrees to maintain the confidentiality of all related records and information of the other party pursuant to all statutory laws relating to privacy and confidentiality that currently exist or exist at any time during the term of this MOU. All information and use of the System shall be in compliance with California Public Utilities Code section 2872. IX. Termination: The COUNTY or any PARTICIPANT may terminate its participation in this MOU at any time for any reason whatsoever. If any PARTICIPANT chooses to terminate its participation in this MOU, the terminating PARTICIPANT shall provide written notification in accordance with Paragraph VII. Notice, above. Such notice shall be delivered to the COUNTY 30 days prior to the determined termination date. A terminating PARTICIPANT shall uphold the obligations contained in Paragraph II. Hold Harmless in its entirety and Paragraph VIII. Confidentiality, above. Upon termination, PARTICIPANT agrees to inform each PARTICIPANT user to stop using the System and to relinquish all System access, user accounts, passwords and non -PARTICIPANT data to COUNTY immediately. PARTICIPANT may choose to delete and/or export non- public PARTICIPANT (aka inter -departmental) owned contact information, as well as, export resident provided contact information prior to termination. Resident provided contact information acquired through PARTICIPANT sources shall remain in the System and available to the County for regional or multi -jurisdictional notification use as needed. Page 4of5 Should COUNTY discontinue its funding for the System, which shall be grounds for COUNTY's termination of its participation, COUNTY shall give PARTICIPANTS six- month advance courtesy notice prior to terminating the Agreement. All other reasons for terminating by COUNTY shall be valid upon providing notice to the PARTICIPANTS. Upon termination by COUNTY, this MOU shall no longer be in effect. Termination by a PARTICIPANT shalt not be deemed an amendment to this MOU as defined in Paragraph X. Amendments, below. X. Amendments: This MOU may be amended only by mutual written consent of the parties involved unless otherwise provided for in this MOU. The modifications shall have no force and effect unless such modifications are in writing and signed by an authorized representative of each party. Termination by a PARTICIPANT or adding a new PARTICIPANT to this MOU shall not be deemed an amendment. IN WITNESS WHEREOF, the parties hereto have caused this Memorandum of Understanding to be executed by their duly authorized representatives as of the dates opposite the signatures. COUNTY OF ORANGE By: Date: -7- Thomas Mauk, County Executive Officer County of Orange PARTICIPANT: CITY OF HUNTINGTON BEACH J`fF# Aut J Print Name and Title Fred Wilson, City Administrator 1 r4C't OF THE CC)U' Y Page 5 of 5 ( ,1'11c 02/02/2009 B z _ Deputy Cay A }c!, _ r14 rm PI LIC MASS NOTIFICATION SYSTEM THE NTI GRoup, INC. Contract Recitals.................................................................................................................................................. 4 Articles................................................... ____~_______~..___--'__'_----.~,_'--_-_._-4 General Term and Conditions A- _-__._-'--'-.--_._--_-_'-_-_'-_4 BkEntire Contract ----'_------~._-_----.-'~-------._.----.'~_-.-.-----_---__------4 C. �Amendments ..................... ................................................................... _............................................ 5 D. Taxes ,...... .-............... ................ ................................................................................................. 5 E. Delivery .................................................... -______~_'__._-'------._--'_-_.-'---........... 5 F. _.-................................................................................................................... G. Warranty _...................................................................................................................................... H. .................................................. ....................... 6 K Assignment or -_----_--._.-__-_ .--___--__._-.--6. J. ...................................................... .................................................................... 6 K.Termination .... -............................................................................................................................. 7 K.Consent WmBreach not Waiver .................................. ...................................................................... 7 MLRemudies -................. N. Independent Contractor .................................................................................................................... 7 0'Performance .................................................................. ................................ ................................. 7 P. ............. ........ .......... ........................................... .................................. 7 Q.Bil Is and Liens .................................................................................................................................. 10 R. Changes -_-_.---------'_-_---'_._-__--.--'__-_'-_---..-_.--._~---_--_-l0 S. Change of Ownership ............................................................... ......... '............. --- ................... t0 ][Force _.__.--_.__-.--'-_---_-------''--_------------10 U. Confidentiality ---.-__-'----_---_'_-_--.-.--'.__-.--_-._--.~_._--.__--_l0 V. Compliance with Laws .................................................................................................................... 10 W. _.____._________________________________._____.-_'-''_~-'__-l0 X. Pricing ..................................... ....................................... ............................................................... t0 `y.Waiver wfJury Trial ......................................... ............................ ................................................. �l Z.Terms and Conditions ...................................................................................................................... ll AA- Headings __,.................................................................................................................................. 0B' Sevembility --_'_--_'--''-----.-_____-'-._._-~.-'--_.~.'-~^-_'__--_'__.'ll CC. Calendar Day ................................................................................................................................. ll DD. Attorney I= ................................................._..--._--_'._'_'_--'-'_-'.'-.-_--.--.�l 8E. Interpretation __~.______-~________~.___~__'____-ll �.������_.���..���_�������__��____..����_���������..���_ FF. Authority l� Additional Terms and Conditions I. Scope of Contract ................................................................................ ......................................... l2 2. Tenn of Contract ........................................................................................................................... l2 3' Fiscal Appropriations..___'.-'_-'--'-------'_.--.--'----'.--.'---_--_--l2 4- Precedence ........................................................................................................... ......................... l2 5_ Compensation ____.___~________________._____._______.'------_'__.-l2 0` Project Manager - ....... ....... ......................................................................... l2 ?' Contractor P*rw000w ............................... .................................................... ....................... ....... l% ConvmammxKmw98om 2 Y25ffig 9. Contractor's Records.....................................................................................................................13 10. Conflict of Interest — Contractor................................................................................................... 13 11. Ownership of Documents.............................................................................................................. 13 12. Data -Title to...............................................................................................................................13 13. Breach of Contract ............................... ..................................................... ....... .............................. I3 14. Contract Disputes..........................................................................................................................14 15. Stop Work...................................................................................................................................... 14 16. Termination - Orderly.................................................................................................................. 14 17. Notices.........................................................................................................................................14 18. Incorporation................................................................................................................................. ➢ 5 19. Usage.......................................................................................................................................15 20. Audits/inspections .................................................................................................................15 21. Conditions Affecting Work...........................................................................................................16 22. Documentation.............................................................................................................................. 16 23. Contractor's Expense.....................................................................................................................16 24. Gratuities.................................................................................................................................. 16 25. Authorization Warranty............................................................................................................... 16 26. News/Information Release........................................................................................... .. ................ 16 27. County of Orange Child Support Enforcement Requirements......................................................16 28. Publication..................................................................................................................................... 17 29. Errors and Omissions...................................................................................................................... 17 30. Web Link....................................................................................................................................... 17 31. Security.......................................................................................................................................... 17 32. Transmission of Messages; Data.................................................................................................. I8 33. Limitation of Liability ..................................................................................................... ..... 18 34. Cooperative Agreement................................................................................................................. 18 CorntmetSignature Pap .................................................................................................................... 19 Attachments AScope of Work............................................................................................................................... 20 B. Cost/Compensation for Contractor Services................................................................................. 24 C. Staffing Plan.................................................................................................................................,. 26 D. Implementation Plan/Project Schedule................................................................................ .. 27 E. Support Services........................................................................................................................... 37 F. Acceptance and Testing Procedures...................................................................•.......................... 38 G. Training......... ................................................................................................................................ 40 Exhibits 1. Blank County of Orange Child Support Enforcement Certification Requirements Form ............. 41 C:le►y'ra7;[.Ti d This Agreement, (hereinafter referred to as "Contract"), to provide a Public Mass Notification System, made and entered into as of the date fully executed by and between The NTI Group, Inc., with a place of business at 15301 Ventura Blvd., Building B, Suite 300, Sherman Oaks, CA 91403, (hereinafter referred to as "Contractor"), and the County of Orange, a political subdivision of the State of California, (hereinafter referred to as "County") which may be referred to individually as "Party" or collectively as "Parties". RECIXUS WHEREAS, Contractor responded to a Request for Proposal (RFP) to provide a Public Mass Notification System, as further set forth herein; and WHEREAS, the Contractor responded and represented that its proposed services shall meet or exceed the requirements and specifications of the RFP; and WHEREAS, the County of Orange Board of Supervisors has authorized the Purchasing Agent or his designee to enter into a Contract to obtain a Public Mass Notification System; NOW, THEREFORE, the Parties mutually agree as follows; ARTICLES Def'iaidons: 1. Update. The term "Update" shall mean any bugs, patches, fixes, enhancements, improvements to the system. 2. Upgrade. The term "Upgrade" shall mean platform changes, addition of new modules or new integration points or the creation of new versions. 3. Documentation. The term "Documentation" shall mean all written and electronic manuals, training material, or other associated printed materials and updated versions thereof, which are necessary or useful to the County in its use of the Solution provided hereunder 4_ Solution. The term "Solution" shall mean the entire Public Mass Notification Solution, inclusive of system access, training, documentation, and support. General Terms and. Conditions A_ Governing Law and Venue: This Contract has been negotiated and executed in the state of California and shall be governed by and construed under the laws of the state of California. In the event of any legal action to enforce or interpret this Contract, the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California, and the Parties hereto agree to and do hereby submit to the jurisdiction of such court, notwithstanding Code of Civil Procedure section 394. Furthermore, the Parties specifically agree to waive any and all rights to request that an action be transferred for trial to another County. B. Entire Contract: This Contract, and its Attachments, which have been incorporated, when accepted by the Contractor either in writing or by the shipment of any article or other commencement of performance hereunder, contains the entire Contract between the Parties with respect to the matters herein and there are no restrictions, promises, warranties or undertakings other than those set forth herein or referred to herein. No exceptions, alternatives, substitutes or revisions are valid or binding on County unless authorized by County in writing. Electronic acceptance of any additional terms, conditions or supplemental Contracts by any County employee or agent, including but not limited to installers of equipment, shall net be valid or binding on County unless accepted in writing by the County's Purchasing Agent or his designee, hereinafter "Purchasing Agent". Qx"Ct N 1000009890 4 3/25= C. Amendments: No alteration or variation of the terms of this Conbact shall be valid unless made in writing and signed by the Parties; no oral understanding or agreement not incorporated herein shall be binding on either of the Parties; and no exceptions, alternatives, substitutes or revisions are valid or binding on County unless authorized by County in writing. D_ Tres: Unless otherwise provided herein or by law, price quoted does not include California state sates or use tax. E Delivery: Time of delivery of goods or Services is of the essence in this Contract. County reserves the right to refuse any goods or services and to cancel all or any part of the goods not conforming to applicable specifications, drawings, samples or description, or services that do not conform to the prescribed statement of work. Acceptance of any part of the order for goods shall not bind County to accept future shipments, nor deprive it of the right to return goods already accepted, at Contractor's expense. Over shipments and under shipments of goods shall be only as agreed to in writing by County. Delivery shall not be deemed to be complete until all goods, or services, have actually been received and accepted in writing by County. F. Acceptance/Payment: Unless otherwise agreed to in writing by County, acceptance of the Public Mass Notification Solution shall not be deemed complete unless in writing and until all the goods/services have actually been received, inspected, and tested to the satisfaction of County, including but not limited to the testing set forth in accordance with Attachment F for the Software. In the event that this Contract is terminated by County prior to acceptance of the Software, County shall return the Software to Contractor and shall not be required to pay any charges, fee, rates, hourly bills, invoices or any other monies for any services rendered to the County under this Contract prior to the date of termination_ County agrees that it may not utilize the Public Mass Notification Solution for any purpose other than testing unless it has provided its acceptance in accordance with this paragraph. G. Warranty: Contractor represents and wan -ants that the CTY Service will perform in a commercially reasonable and professional manner and will conform substantially to the description of the service as described in Section 1. The County accepts that the CTY Service is not intended to replace notification to First Responder services (such as, for example purposes only, 911, fire, police, emergency medical, and public health), which should have already been notified and deployed. Moreover, the County accepts that the CTY Service is not designed for use in any situation where failure of the CTY Service could lead to death, personal injury, or damage to property. Contractor will use commercially reasonable efforts to assure that the CTY Service remains available for access by County twenty-four (24) hours per day, seven (7) days per week, three hundred sixty-five (365) days per year, excluding scheduled maintenance. in the event the CTY Service experiences unscheduled unavailability, Contractor will notify the party/parties responsible within twenty-four (24) hours and cooperate with the party/parties to resolve such problem as soon as possible_ In the event that the CTY Service fails to comply with the above warranty, the County shall promptly inform Contractor of such fact, and Contractor, upon receipt of such notice and at its expense, will use commercially reasonable efforts to correct any verifiable errors (by repair, replacement or re -performance) so that the CTY Service complies with such warranty as soon as possible, but not more than thirty (30) days after written notice from the County ("Cure Period"). In the event that such repair or replacement cannot be done within the Cure Period, then the County, at its sole option, may either: (i) extend the time for Contractor to correct such breach, if correction is commercially reasonable; or (ii) terminate the Contract, in which case, in addition to any other right or remedy the County may have, Contractor shall refund to the County the prorated sum of monies paid but not utilized hereunder. a. Contractor will have no obligation with respect to the foregoing limited warranty to the extent the error or noncompliance was caused, in whole or in part, by the negligence or improper use of the CTY Service by the County or a third party, or a breach by the County of its obligations under this Contract. Nor will Contractor be responsible for delays, errors, failures to perform, interruptions or disruptions in the services contemplated under this Contract caused by or resulting from any act, omission or condition beyond Contractor's reasonable control, whether or not foreseeable or identified, including without limitation, the loss of, or improper access to Recipient Data, unauthorized access or interception of such data, transmission errors or corruption or security of information carried over telecommunication lines, failure of digital transmission links, hostile network attacks or network congestion, or acts of God, strikes, lockouts, riots, acts of war, governmental regulations, shortage of equipment, Contract N 1000009880 5 W5108 materials or supplies, fire, power failure, earthquakes, severe weather, floods or other natural disaster or the County's, a User's or any third patty's applications, hardware, software or communicatious equipment or facilities. b. Except as expressly stated otherwise in this Contract, the CTY Service is provided "AS IS" with no guarantee that it is error free, will perform or be uninterrupted, or that defects can or will be corrected. Contractor makes no warranties, express or implied, with respect to the CTY Service, including without limitation, in connection with third party applications, and Contractor specifically disclaims all other warranties regarding the CTY Service including any implied warranties of merchantability or fitness for a particular purpose, or any warranties arising from a course of dealing, course of performance, usage of the trade or trade practice. H. Patent/Copyright Materials/Proprietary Infringement: Contractor will defend or settle any action brought against the County to the extent that it is based upon a claim that the CTY Service, as provided by Contractor to the County under this Contract and used within the scope of this Contract, infringes any copyright, trade secret, U.S. patent or other proprietary right. Contractor's obligations hereunder are contingent on the following conditions: 1. The County must notify Contractor in writing promptly after County becomes aware of a claim or the possibility thereof, and 2. The County will cooperate with Contractor. in the settlement, compromise, negotiation, and defense of any such action. Contractor will reimburse County for reasonable out of pocket expenses that it incurs providing that assistance; and 3. The County must provide Contractor with all information related to the action that is reasonably requested by Contractor, and 4. If as a result of an infringement claim the County's use of some or of all the CTY Service is enjoined by a court of competent jurisdiction, Contractor will at its option and at expense either. a. Modify or replace either all or the infringing part(s) of the CTY Service so that they are no longer infringing, provided that the so modified CTY Service is functionally equivalent in all material respects to the infringing parts of the CTY Service; or b. Procure the right for Contractor to continue using the infringing part of the CTY Service; or c. If neither of the foregoing options is available to Contractor using commercially reasonable efforts, Contractor will terminate the Contract and promptly refund to the County all amounts paid by the County to Contractor, with respect to such affected service. 5. Contractor shall not be liable hereunder for any settlement made by County without Contractor's advance written approval or for any award from any action in which Contractor was not granted control of the defense. 1. Assignment or Sub -contracting: The terms, covenants, and conditions contained herein shall apply to and bind the heirs, successors, executors, administrators and assigns of the Parties. Furthermore, neither the performance of this Contract nor any portion thereof may be assigned or sub -contracted by Contractor without the express written consent of County. Any attempt by Contractor to assign or sub -contract the performance or any portion thereof of this Contract without the express written consent of County shall be invalid and shall constitute a breach of this Contract. Non -Discrimination: In the performance of this Contract, Contractor agrees that it will comply with the requirements of Section 1735 of the California Labor Code and not engage nor permit any subcontractors to engage in discrimination in employment of persons because of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, or sex of such persons. Contractor acknowledges that a violation of this provision shall subject Contractor to all the penalties imposed for a violation of anti -discrimination law or regulation including but not limited to Section 1720 et M. of the California Labor Code. Contract N 1000009890 6 3,25108 K. Termination: Termination for Convenience. The County can terminate this Contract for convenience by giving Contractor thirty (30) days prior written notice of termination, provided, however, that, the County agrees that in the event of such Termination for Convenience, the County will pay to Contractor all costs incurred by the Contractor and accepted. by County in providing the CTY Service to the County to the date of such termination. These costs will specifically include one hundred percent of the cost incurred by the Contractor for licensing data to the County, and any other verified costs incurred by Contractor, which will be prorated to the date of termination, provided however, that the aggregate of such costs will not exceed the annual Service Fee. Terrminatlom With Cause. Either party may terminate the Contract in the event of a material breach by the other party, which breach remains uncured for ten (10) days following written notice to the breaching party. In the event of a termination by County for an uncured material breach, the County will receive a pro rata refund of any amounts paid but not utilized hereunder. L. Consent to Breach Not Waiver` No term or provision of this Contractor shall be deemed waived and no breach excused, unless such waiver or consent shall be in writing and signed by the Party claimed to have waived or consented. Any consent by any Party to, or waiver of, a breach by the other, whether express or implied, shall not constitute consent to, waiver of, or excuse for any other different or subsequent breach. M. Remedies Not Exclusive: The remedies for breach set forth in this Contract are cumulative as to one another and as to any other provided by law, rather than exclusive; and the expression of certain remedies in this Contract does not preclude resort by either Party to any other remedies provided by law. N. Independent Contractor: Contractor shall be considered an independent Contractor and neither Contractor, its employees nor anyone working under Contractor shall be considered an agent or an employee of County. Neither Contractor its employees nor anyone working under Contractor, shall qualify for workers' compensation or other fringe benefits of any kind through County. C. Performance: Contractor shall perform all work under this Contract, taking necessary steps and precautions to perform the work to County's satisfaction. Contractor shall be responsible for the professional quality, technical assurance, timely completion and coordination of all documentation and other goods/services famished by the Contractor under this Contract. Contractor shall perform all work diligently, carefully, and in a good and workman- like manner; shall furnish all labor, supervision, machinery, equipment, materials, and supplies necessary therefore; shall at its sole expense obtain and maintain all permits and licenses required by public authorities, including those of County required in its governmental capacity, in connection with performance of the work; and, if permitted to subcontract, shall be fully responsible for all work performed by subcontractors. P. Indenmifrcation/Immrance: HiDE CATI-ON PROVISIONS Contractor agrees to indemnify, defend with counsel approved in writing by County, and hold County, its elected and appointed officials, officers, employees, agents and those special districts and agencies which County's Board of Supervisors acts as the governing Board ("County Indemnitees") harmless from any claims, demands or liability of any kind or nature, including but not limited to personal injury or property damage, arising from or related to the services, products or other performance provided by Contractor pursuant to this Contract, as specified in Attachment A, Scope of Work. If judgment is entered against Contractor and County by a court of competent jurisdiction because of the concurrent active negligence of County or County Indemnitees, Contractor and County agree that liability will be apportioned as determined by the court. Neither Party shall request a jury apportionment. INSURANCE PROVISIONS Contract N 1000009980 7 3425.108 Prior to the provision of services under this Contract, the Contractor agrees to purchase all required insurance at Contractor's expense and to deposit with the County Certificates of Insurance, including all endorsements required herein, necessary to satisfy the County that the insurance provisions of this Contract have been complied with and to keep such insurance coverage and the certificates therefore on deposit with the County during the entire term of this Contract. In addition, all subcontractors performing work on behalf of Contractor pursuant to this Contract shall obtain insurance subject to the same terms and conditions as set forth herein for Contractor. All insurance policies required by this Contract shall declare any deductible or self -insured retention (SIR) in an amount in excess of $25,000 ($5,000 for automobile liability), which shall specifically be approved by the County Executive Office (CE0)1Offce of Risk Management. Contractor shall be responsible for reimbursement of any deductible to the insurer. Any self -insured retentions (SIRS) or deductibles shall be clearly stated on the Certificate of Insurance. If the Contractor fails to maintain insurance acceptable to the County for the full term of this Contract, the County may terminate this Contract. Qualified Insurer The policy or policies of insurance must be issued by an insurer licensed to do business in the state of California (California Admitted Carrier). Minimum insurance company ratings as determined by the most current edition of the IBesfs Key Rating Galde/Proyerty-Cas /United States or rambest eom shall be A- (Secure Best's Rating) and Vill (Financial Size Category). If the carrier is a non -admitted carrier in the state of California, CEO/Office of Risk Management retains the right to approve or reject carrier after a review of the company's performance and financial ratings. The policy or policies of insurance maintained by the Contractor shall provide the minimum limits and coverage as set forth below: Coveraae Commercial General Liability with broad form property damage and contractual liability Automobile Liability including coverage for owned, non -owned and hired vehicles Workers' Compensation Employers' Liability Insurance Minimum Limits $1,000,000 combined single limit per occurrence $2,000,000 aggregate $1,000,000 combined single limit per occurrence Statutory $1,000,000 per occurrence All liability insurance, except Professional Liability, required by this Contract shall be at least $1,000 000 combined single limit per occurrence. Professional Liability may also be provided on a "claims made" basis. The minimum aggregate limit for the Commercial General Liability policy shall be $2,000,000. The County of Orange shall be added as an additional insured on all insurance policies required by this Contract with respect to work done by the Contractor under the terms of this Contract (except Workers' Compensation/Employers' Contract N 1000009880 9 Y25/08 Liability). An additional insured endorsement evidencing that the County of Orange is an additional insured shall accompany the Certificate of Insurance. All insurance policies required by this Contract shall be primary insurance, and any insurance maintained by the County of Orange shall be excess and non-contributing with insurance provided by these policies. An endorsement evidencing that the Contractor's insurance is primary and non-contributing shall specifically accompany the Certificate of insurance for the Commercial General Liability. All insurance policies required by this Contract shall give the County of Orange 30 days notice in the event of cancellation. This shall be evidenced by an endorsement separate from the Certificate of Insurance. In addition, the cancellation clause must include language as follows, which edits the pre-printed ACORD certificate: SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING COMPANY WILL MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT ]POSE YE.BNO 0131 1GAX40N O 1 hkBI ETV OF ANY KIND UPON TUfW ! OMPANY lU AGENT !lU ]POSE All insurance policies required by this Contract shall waive all rights of subrogation against the County of Orange and members of the Board of Supervisors, its elected and appointed officials, officers, agents and employees when acting within the scope of their appointment or employment. If Contractor's Professional Liability policy is a "claim made" policy, Contractor shall agree to maintain professional liability coverage for two years following completion of Contract. The Commercial General Liability policy shall contain a severability of interests clause. The Contractor is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for Workers' Compensation or be self -insured in accordance with provisions of that code. The Contractor will comply with such provisions and shall furnish the County satisfactory evidence that the Contractor has secured, for the period of this Contract, statutory Workers' Compensation insurance and Employers' Liability insurance with minimum limits of S 1,000,000 per occurrence. Insurance certificates should be forwarded to the agency/department address listed on the solicitation. If the Contractor fails to provide the insurance certificates and endorsements within seven days of notification by CEO/Purchasing or the agency/department purchasing division, award may be made to the next qualified Offeror. County expressly retains the right to require Contractor to increase or decrease insurance of any of the above insurance types throughout the term of this Contract. Any increase or decrease in insurance will be as deemed by County of Orange Risk Manager as appropriate to adequately protect County. County shall notify Contractor in writing of changes in the insurance requirements. If Contractor does not deposit copies of acceptable certificates of insurance and endorsements with County incorporating such changes within thirty days of receipt of such notice, this Contract may be in breach without further notice to Contractor, and County shall be entitled to all legal remedies. The procuring of such required policy or policies of insurance shall not be construed to limit Contractor's liability hereunder nor to fulfill the indemnification provisions and requirements of this Contract. Contract N 1000009880 9 3/25M The County of Change Certificate of Insurance and the Special Endorsement for the County of Orange can be utilized to verify compliance with the above -mentioned insurance requirements in place of commercial insurance certificates and endorsements Q. ]Bills and lAens: Contractor shall pay promptly all indebtedness for labor, materials and equipment used in performance of the work. Contractor shall not permit any lien or charge to attach to the work or the premises, but if any does so attach, Contractor shall promptly procure its release and, in accordance with the requirements of paragraph "P" above, indemnify, defend, and hold County harmless and be responsible for payment of all costs, damages, penalties and expenses related to or arising from or related thereto. R. Changes: Contractor shall make no changes in the work or perform any additional work without the County's specific written approval. S. Change of Ownership: Contractor agrees that if there is a change or transfer in ownership of Contractor's business prior to completion of this Contract, the new owners shall be required under terms of sale or other transfer to assume Contractor's duties and obligations contained in this Contract and complete them to the satisfaction of County. T. Force Majeure: Contractor shall not be assessed with liquidated damages or unsatisfactory performance penalties during any delay beyond the time named for the performance of this Contract caused by any act of God, war, civil disorder, employment strike or other cause beyond its reasonable control, provided Contractor gives written notice of the cause of the delay to County within 36 (thirty-six) hours of the start of the delay and Contractor avails himself of any available remedies. U. Confidentiality: Contractor agrees to maintain the confidentiality of all County and County-retated records and information pursuant to all statutory laws relating to privacy and confidentiality that currently exist or exist at any time during the term of this Contract. All such records and information shall be considered confidential and kept confidential by Contractor and Contractor's staff, agents and employees. Contractor Information: The County will maintain the confidentiality of Contractor Data, the CTY Service, Account Information, training materials, and the member pages of the Contractor Website (collectively, "Contractor Information") with the same degree of care that it uses to protect its own confidential information, but in no event less than a reasonable degree of care, provided, however, that, the County may disclose Confidential Information to the extent required by law or in response to a written Public Records Request under California Law. In the event that disclosure is mandated, each Party agrees to provide notice to the other prior to such disclosure together with a list and copies of, all documents that will be disclosed. V. Compliance with Laws: Contractor represents and warrants that services to be provided under this Contract shall fully comply, at Contractor's expense, with all standards, laws, statutes, restrictions, ordinances, requirements, and regulations (collectively "laws"), including, but not limited to those issued by County in its governmental capacity and all other laws applicable to the services at the time services are provided to and accepted by County. Contractor acknowledges that County is relying on Contractor to ensure such compliance, and pursuant to the requirements of paragraph "P" above, Contractor agrees that it shall defend, indemnify and hold County and County lndemnitees harmless from all liability, damages, costs and expenses arising from or related to a violation of such laws. W. Freigbt (F.O.B. Destination): Contractor assumes full responsibility for all transportation, transportation scheduling, packing, handling, insurance, and other services associated with delivery of all products deemed necessary under this Contract. X. Pricing: The Contract price shall include full compensation for providing all required goods in accordance with required specifications, or services as specified herein or when applicable, in the Scope of Work attached to this Contract, and no additional compensation will be allowed therefore, unless otherwise provided for in this Contract. Contact N1000009980 10 3125M Y. Waiver of Jury Trial: Each Party acknowledges that it is aware of and has had the opportunity to seek advise of counsel of its choice with respect to its rights to trial by jury, and each Party, for itself and its successors, creditors, and assigns, does hereby expressly and knowingly waive and release all such rights to trial by jury in any action, proceeding or counterclaim brought by any Party hereto against the other (and/or against its officers, directors, employees, agents, or subsidiary or affiliated entities) on or with regard to any matters whatsoever arising out of or in any way connected with this Contract and /or any other claim of injury or damage. Z. Terms and Conditions: Contractor acknowledges that it has read and agrees to all terms and conditions included in this Contract. AA. Headings: The various headings and numbers herein, the grouping of provisions of this Contract into separate clauses and paragraphs, and the organization hereof are for the purpose of convenience only and shall not limit or otherwise affect the meaning hereof. BB. Severability: If any term, covenant, condition or provision of this Contract is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remainder of the provisions hereof shall remain in full force and effect and shall in no way be affected, impaired or invalidated thereby. CC. Calendar Days: Any reference to the word "day" or "days" herein shall mean calendar day or calendar days, respectively, unless otherwise expressly provided. DD. Attorneys Pees: In any action or proceeding to enforce or interpret any provision of this Contract, or where any provision hereof is validly asserted as a defense, each party shall bear its own attorney's fees, costs and expenses. EE. Interpretation: This Contract has been negotiated at arm's length and between persons sophisticated and knowledgeable in the matters dealt with in this Contract. In addition, each Party has been represented by experienced. and knowledgeable independent legal counsel of their own choosing, or has knowingly declined to seek such counsel despite being encouraged and given the opportunity to do so. Each Party further acknowledges that they have not been influenced to any extent whatsoever in executing this Contract by any other Party hereto or by any person representing them, or both. Accordingly, any rule of law (including California Civil Code Section 1654) or legal decision that would require interpretation of any ambiguities in this Contract against the Party that has drafted it is not applicable and is waived. The provisions of this Contract shall be interpreted in a reasonable manner to affect the purpose of the Parties and this Contract. FF. Authority: The Parties to this Contract represent and warrant that this Contract has been duly authorized and executed and constitutes the legally binding obligation of their respective organization or entity, enforceable in accordance with its terms. GG. Employee Ellgibility Verification: The Contractor warrants that it fully complies with all Federal and State statutes and regulations regarding the employment of aliens and others and that all its employees performing work under this Contract meet the citizenship or alien status requirement set forth in Federal statues and regulations. The Contractor shall obtain, from all employees performing work hereunder, all verification and other documentation of employment eligibility status required by Federal or State statutes and regulations including, but not limited to, the Immigration Reform and Control Act of 1986, 8 U.S.C. § 1324 et seq., as they currently exist and as they may be hereafter amended. The Contractor shall retain all such documentation for all covered employees for the period prescribed by the law. The Contractor shall indemnify, defend with counsel approved in writing by County, and hold harmless, the County, its agents, officers, and employees from employer sanctions and any other liability which may be assessed against the Contractor or the County or both in connection with any alleged violation of any Federal or State statutes or regulations pertaining to the eligibility for employment of any persons performing work under this Contract. Conimca N1000009880 11 llr2 s Additional 'Perms and Conditions 1. Scope of Contract: This Contract, including Attachments, specifies the contractual terms and conditions by which Contractor shall provide County a Public Mass Notification Solution under a fixed price contract for services as further set forth in this Contract. 2. Term of Contract: The initial term of this Contract is for three (3) years effective on the date execution is completed by both Parties, continuing for three (3) years from that date, unless terminated by County. Contract may be renewed for up to two (2) additional one-year, consecutive terns, upon mutual agreement of the Parties. County is not required to provide a reason, or rationale in the event it elects not to renew the Contract. Approvals are subject to approval by the County Board of Supervisors. Fiscal Appropriations: This Contract is subject to and contingent upon applicable budgetary appropriations being approved by the County of Orange Board of Supervisors for each year during the term of this Contract. If such appropriations are not forthcoming, . the Contract will be terminated without penalty. Contractor acknowledges that funding or portions of funding for this Contract may also be contingent upon the receipt of funds from, and/or appropriation of funds by, the state of California to County. If such funding and/or appropriations are not forthcoming, or are otherwise limited, County may immediately terminate or modify this Contract without penalty. 4. }precedence: The Contract documents consist of this Contract including its Attachments. In the event of a conflict between the Contract documents, the order of precedence shall be this Contract, then the Attachments. 5. Compensation: The Contractor agrees to accept the specified compensation as set forth in Attachment B as full remuneration for performing all services and furnishing all staffing and materials required, for any reasonably unforeseen difficulties which may arise or be encountered in the execution of the services until acceptance, for risks connected with the services, and for performance by the Contractor of all its duties and obligations hereunder. 6. County and Contractor Project Manager: The County shall appoint a project manager to act as liaison between the County and the Contractor during the term of this Contract ("County Project Manager"). The County Project Manager shall coordinate the activities of the County staff assigned to work with the Contractor. Contractor shall appoint a project manager to direct the Contractor's efforts in fulfilling Contractor's obligations under this Contract ("Contractor Project Manager"). Contractor Project Manager shall be subject to approval by the County and shall not be changed without the written consent of the County Project Manager. The County Project Manager shall have the right to require the removal and replacement of the Contractor Project Manager from providing services to the County under this Contract. The County Project Manager shall notify the Contractor in writing of such action. The Contractor shall accomplish the removal within 14 calendar days after written notice by the County Project Manager. The County is not required to provide any reason, rationale or factual information in the event it elects to request the removal of Contractor Project Manager from providing services to the County under this Contract. 7. Contractor Personnel: In addition to the rights set forth in paragraph 6, the County Project Manager shall have the right to require the removal and replacement of any of Contractor's personnel from providing services to the County under this Contract. The County Project Manager shall notify the Contractor Project Manager in writing of such action. The Contractor shall accomplish the removal of the specified personnel within one (1) calendar day after written notice by the County Project Manager. The County is not required to provide any reason, rationale or factual information in the event it elects to request the removal of any of Contractor's personnel from providing services to the County under this Contract. Contract N 1000009880 12 3.25.,*8 8. hlieporeetings: The Contractor shall develop reports and any other relevant documents necessary to complete the services and requirements as set forth in this Contract. The County's Project Manager and the Contractor's Project Manager will meet on reasonable notice to discuss the Contractor's performance and progress under this Contract. If requested, the Contractor's Project Manager and other project personnel shall attend all meetings. The Contractor shall provide such information that is requested by the County for the purpose of monitoring progress under this Contract. 9. Contraetor's Records: The Contractor shall keep true and accurate accounts, records, books and data which shall correctly reflect the business transacted by the Contractor in accordance with generally accepted accounting principles. These records shall be stored in Orange County for a period of four years after final payment is received from the County. Storage of records in another county will require written approval from the County of Orange assigned buyer. 10. Conflict of Interest — (Contractor): Contractor shall exercise reasonable care and diligence to prevent any actions or conditions that result in a conflict with the best interests of the County. This obligation shall apply to the Contractor, the Contractor's employees, agents, relatives, sub -tier Contractors, and third parties associated with accomplishing work and services hereunder. Contractor's efforts shall include, but not be limited to establishing precautions to prevent its employees or agents from making, receiving, providing or offering gifts, entertainment, payments, loans or other considerations which could be deemed to appear to influence individuals to act contrary to the best interest of the County. 11. Ownership ofDocuments: The County has permanent ownership of all directly connected and derivative materials produced under this Contract by the Contractor. All documents, reports and other incidental or derivative work or materials furnished hereunder shall become and remains the property of the County and may be used by the County as it may require without additional cost to the County. None of the documents, reports and other incidental or derivative work or furnished materials shall be used by the Contractor without the express written consent of the County. The. County acknowledges and accepts that the Connect-CTY Service ("CTY Service") and all documents, data, and other materials provided by Contractor to the County pursuant to the provision of the CTY Service are not purchased or developed with County funds. Accordingly, nothing in this Contract grants or transfers to the County any ownership rights in the foregoing materials_ However, any materials provided by the County to Contractor pursuant to the provision of the CTY Service, will belong to the County. 12. Data —Title to: All materials, documents, data or information obtained from the County data files or any County medium furnished to the Contractor in the performance of this Contract will at all times remain the property of the County. Such data or information may not be used or copied for direct or indirect use by the Contractor after completion or termination of this Contract without the express written consent of the County. All materials, documents, data or information, including copies, must be returned to the County at the end of this Contract. 13. Breach of Contract: The failure of the Contractor to comply with any of the provisions, covenants or conditions of this Contract shall be a material breach of this Contract. In such event the County may, and in addition to any other remedies available at law, in equity, or otherwise specified in this Contract. ` 1. Afford the Contractor written notice of the breach and ten calendar days or such shorter time that may be specified in this Contract within which to cure the breach; and 2. Discontinue payment to the Contractor for and during the period in which the Contractor is in breach; and 3. Offset against any monies billed by the Contractor but yet unpaid by the County those monies disallowed pursuant to the above; and Con"d N 1000009880 13 3/25M 4. County may terminate the Contract immediately without penalty. 14. Contract Disputes: A. The Parties shall deal in good faith and attempt to resolve potential disputes informally. If the dispute concerning a question of fact arising under the terms of this Contract is not disposed of in a reasonable period of time by the Contractor's Project Manager and the County`s Project Manager, such matter shall be brought to the attention of the County Purchasing Agent by way of the following process: I _ The Contractor shall submit to the agency/department assigned buyer a written demand for a final decision regarding the disposition of any dispute between the parties arising under, related to, or involving this Contract, unless the County, on its own initiative, has already rendered such a final decision. 2. The Contractor's written demand shall be fully supported by factual information, and, if such demand involves a cost adjustment to the Contract, the Contractor shall include with the demand a written statement signed by a senior official indicating that the demand is made in good faith, that the supporting data are accurate and complete, and that the amount requested accurately reflects the Contract adjustment for which the Contractor believes the County is liable. B. Pending the final resolution of any dispute arising under, related to, or involving this Contract, the Contractor agrees to diligently proceed with. the performance of this Contract, including the delivery of goods and/or provision of Services. The Contractor's failure to diligently proceed shall be considered a material breach of this Contract. Any final decision of the County shall be expressly identified as such, shall be in writing, and shall be signed by the County Purchasing Agent or his designee. If the County fails to render a decision within 90 days after receipt of the Contractor's demand, it shall be deemed a final decision adverse to the Contractor's contentions. 15. Stop Work: The County may, at any time, by written stop work order to the Contractor, require the Contractor to stop all or any part of the work called for by this Contract for a period of 90 working days after the stop work order is delivered to the Contractor and for any further period to which the Parties may agree. The stop work order shall be specifically identified as such and shall indicate it is issued under this clause_ Upon receipt of the stop work 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 stop work order during the period of work stoppage. Within a period of 90 working days after a stop work order is delivered to the Contractor or within any extension of that period to which the Parties shall have agreed, the County shall either 1. Cancel the stop work order; or 2. Terminate the Contract in whole or in part in writing as soon as feasible. County is not required to provide thirty (30) days notice of the termination of the Contract to Contractor if a stop work has been issued by County. 16. Orderly Termination: Upon termination or other expiration of this Contract, each Party shall promptly return to the other Party all papers, materials, and other properties of the other held by each for purposes of execution of the Contract. In addition, each Party will assist the other Party in orderly termination of this Contract and the transfer of all aspects, tangible and intangible, as may be necessary for the orderly, non -disruptive business continuation of each Party. 17. Notices: Any and all notices permitted or required to be given hereunder shall be deemed duly given (1) upon actual delivery, if delivery is by hand; or (2) upon delivery by the United States mail if delivery is by postage paid Contract N1000009890 14 3125/08 registered or c edified return receipt requested mail. Each such notice shall be sent to the respective Party at the address indicated below or to any other address as the respective Parties may designate from time to time. For Con or: For Cou : The NTI Group, Inc. 15301 Ventura Blvd., Bldg. B, Suite 300 Sherman Oaks, CA 91403 Attn: Daniel Petersen Phone: 919-908-1452 County of Orange . CEO/IT/Finance & Contracts 1501 E. St. Andrew Place, 2" d Floor Santa Ana, CA 92705 Attn: Barbara Voelkel Deputy Purchasing Agent 714-834-7144 714-796-8416 Fax I& Incorporation. This Contract, its Attachments A through G, are attached hereto and incorporated by reference and made a part of this Contract. 19. Usage: No guarantee is given by the County to the Contractor regarding usage of this Contract. Usage figures, if provided, are approximate, based upon the last usage. The Contractor agrees to supply services and/or commodities requested, as needed by the County of Orange, at prices listed in the Contract, regardless of quantity requested- 20. Aadits/dnspections: Contractor agrees to permit the County's Auditor -Controller or the County's authorized representative (including auditors from a private auditing firm hired by the County) access during normal working hours to all books, accounts, records, reports, files, financial records, supporting documentation, including payroll and accounts payable/receivable records, and other papers or property of Contractor for the purpose of auditing or inspecting any aspect of performance under this Contract. The inspection and/or audit will be confined to those matters connected with the performance of the Contract including, but not limited to, the costs of administering the Contract. The County will provide reasonable notice of such an audit or inspection. The County reserves the right to audit and verify the Contractor's records before payment is made. Contractor agrees to maintain such records for possible audit for a minimum of four years after final payment; unless a longer period of records retention is stipulated under this Contract or by law. Contractor agrees to allow interviews of any employees or others who might reasonably have information related to such records. Further, Contractor agrees to include a similar right to the County to audit records and interview staff of any subcontractor related to performance of this Contract. Should the Contractor cease to exist as a legal entity, the Contractor's records pertaining to this Contract shall be forwarded to the surviving entity in a merger or acquisition or, in the event of liquidation, to the County's Project Manager. Contract N1000009890 15 3.112IM3 21. Conditions Affecting Work: The Contractor shall be responsible for taking all steps reasonably necessary to ascertain the nature and location of the work to be performed under this Contract and to know the general conditions which can affect the work or the cost thereof. Any failure by the Contractor to do so will not relieve Contractor from responsibility for successfully performing the work without additional cost to the County. The County assumes no responsibility for any understanding or representations concerning the nature, location(s) or general conditions made by any of its offleers or agents prior to the execution of this Contract, unless such understanding or representations by the County are expressly stated in the Contract. 22. Documentation: The Contractor shall provide County with and maintain two (2) copies of a comprehensive Solution Documentation manual designed to document the Software functions, guide trained users and train future users as well as providing technical specifications to allow Software and Solution management by County staff. The Contractor further agrees that the County may reproduce such manuals for its own use in maintaining the Software Products provided hereunder. The County agrees to include the Contractor's copyright notice on any such documentation reproduced in accordance with copyright instructions to be provided by the Contractor. Failure to supply the requested user manuals and other associated printed materials shall be considered a material breach. County may immediately terminate without penalty. 23. Contractor's Expense: The Contractor will be responsible for all costs related to photo copying, telephone communications, fax communications, and parking while on County sites during the performance of work and services under this Contract unless otherwise specified. The County will not provide free parking for any service in the County Civic Center. 24. Gratuities: The Contractor warrants that no gratuities, in the form of entertainment, gifts or otherwise, were offered or given by the Contractor or any agent or representative of the Contractor to any officer or employee of the County with a view toward securing the Contract or securing favorable treatment with respect to any determinations concerning the performance of the Contract. For breach or violation of this warranty, the County shall have the right to terminate the Contract, either in whole or in part, and any loss or damage sustained by the County in procuring on the open market any goods or services which the Contractor agreed to supply shall be borne and paid for by the Contractor. The rights and remedies of the County provided in the clause shall not. be exclusive and are in addition to any other rights and remedies provided by law or under the Contract. 25. Authorization Warranty: The Contractor represents and warrants that the person executing this Contract on behalf of and for the Contractor is an authorized agent who has actual authority to bind the Contractor to each and every term, condition and obligation of this Contract and that all requirements of the Contractor have been fulfilled to provide such actual authority. 26. News/Information Tease: The Contractor agrees that it will not issue any news releases in connection with either the award of this Contract or any subsequent amendment of or effort under this Contract without first obtaining review and written approval of said news releases from the County through the County's Project Manager. 27. County of {Orange Child Support Enforcement Requirements (Exhibit I — Blank County of Orange Child Support Enforvement Certification Requirements Form): In order to comply with the child support enforcement requirements of the County of Orange, within ten days of notifrcation of selection of award of Contract but prior to official award of Contract, the selected Contractor agrees to furnish to the Deputy Purchasing Agent: A. In the case of an individual Contractor, his/her name, date of birth, Social Security number, and residence address, Conusa Nl000OD O 16 3/2SW B. In the rase of a Contractor doing business in a form other than as an individual, the name, date of birth, Social Security number, and residence address of each individual who owns an interest of 10 percent or more in the contracting entity; C. A certification that the Contractor has fully complied with all applicable federal and state reporting requirements regarding its employees; and D. A certification that the Contractor has fully complied with all lawfully served Wage and Earnings Assignment Orders and Notices of Assignment and will continue to so comply. The required certification is listed in Exhibit I. A blank Exhibit I is attached hereto. Failure of the Contractor to timely submit the data and/or certifications required may result in the Contract being awarded to another Contractor. In the event a Contract has been issued, failure of the Contractor to comply with all federal, state, and local reporting requirements for child support enforcement or to comply with all lawfully served Wage and Earnings Assignment Orders and Notices of Assignment shall constitute a material breach of the Contract. Failure to cure such breach within 60 calendar days of notice from the County shall constitute grounds for termination of the Contract. 28. Puirleation: No copies of sketches, schedules, written documents, computer based data, photographs, maps or graphs, including graphic art work, resulting from performance or prepared in connection with this Contract, are to be released by Contractor and/or anyone acting under the supervision of Contractor to any person, partnership, company, corporation, or agency, without prior written approval by the County, except as necessary for the performance of the services of this Contract. All press releases, including graphic display information to be published in newspapers, magazines, etc., are to be administered only by the County unless otherwise agreed to by both Parties. 29. Enmrs and Omissions: All reports, files and other documents prepared and submitted by Contractor shall be complete and shall be carefully checked by the professional(s) identified by Contractor as project manager and key personnel attached hereto, prior to submission to the County. Contractor agrees that County review is discretionary and Contractor shall not assume that the County will discover errors and/or omissions. If the County discovers any errors or omissions prior to approving Contractor's reports, files and other written documents, the reports, files or documents will be returned to Contractor for correction. Should the County or others discover errors or omissions in the reports, files or other written documents submitted by Contractor after County approval thereof, County approval of Contractor's reports, files or documents shall not be used as a defense by Contractor in any action between the County and Contractor, and the reports, files or documents will be returned to Contractor for correction. 30. Web Link: Contractor grants to the County a limited non-exclusive, royalty -free license to place one of the digital images of the Contractor's Connect-CTY Sign-up Logo (the "Image"), on an appropriate page of the County's Internet site ("County Site"), with a hyperlink to Contractor's CTY Web Portal ("Link"). 31. Security: All passwords and user names (collectively, "Account Information"), provided by Contractor are deemed Contractor Confidential Information. The County is responsible for (i) knowing who has access to its applications and servers; (ii) keeping track of login accounts; (iii) County -side security with respect to Account Information; (iv) for activities that occur under its account; and (v) providing its Users with notice of the terms and conditions under which access to the CTY Service is granted. The County agrees to (i) immediately notify Contractor of any unauthorized use of Account Information or breach of security pertaining to the CTY Service, Contract NIOOOW9880 17 3/2"S and (ii) ensure that Users exit from their accounts at the end of each session. Contractor is responsible for implementing adequate security precautions for matters under its direct control. 32. Transmission of Messages; Data: County will be responsible for the content of the messages transmitted by Users using the CTY Service and agrees not to send communications to a Recipient who "opts -out", i.e., who has indicated that he/she does not wish to receive a communication from the County. The County will only use the Contractor Data to contact individuals pursuant to the use of the CTY Service and is prohibited from downloading or making copies of Contractor Data. Any search and on -screen display functionality is restricted to resolving incidents or assisting an individual or business entity inquiring about the use of its information pursuant to the CTY Service. 33. Limitation of Liability: if the County suffers damages arising from or relating the CTY Service, then Contractor's aggregate liability to the County will be as follows: (a) For intentional or willful misconduct on the part of Contractor, Contractor's liability will not be limited. (b) For all other misconduct, Contractor's aggregate liability will be limited to the lesser of (i) actual direct damages or (i) the total fees paid by the County to Contractor under this Contract. In no event will Contractor, its officers, or employees, be liable for any indirect, punitive, reliance, special, consequential, or other damages of any kind or nature whatsoever, suffered by the County or any third party arising out of this Contract or the transactions contemplated hereby, even if Contractor has been advised of the possibilities of such damages or should have foreseen such damages. 34. Cooperative Agreernent (Other Orange County JuAsdkfions Only) Other jurisdictions within Orange County who have not contracted for their own requirements may desire to participate in this Contract. The Contractor will be requested to service these entities and will be given the opportunity to accept or reject the additional requirements. If the Contractor elects to supply the other entities, orders will be placed directly by the entity, and each entity will make payment directly to the Contractor. These entities will hold harmless the County of (range from all claims, demands, actions or causes of actions of every kind resulting directly or indirectly, arising out of, or in any way connected with the use of this contract. The cooperative entities are responsible for obtaining all certificates of insurance and bonds required. The Contractor is responsible for providing each cooperative entity a copy of the Contract upon request by the cooperative entity. The County of Orange makes no guarantee of usage by other users of this Contract. Contract N 1000009990 18 Y25roE Contract Signature Page The Parties hereto have executed this Contract on the dates shown opposite their respective signatures below THE, NTI GROUP, Imc.: _..._j Sign Print Name i t_.J ?rerwt�-4- Title..., Date ?Y tge./ U r Ala n Print Name Title Date * N the contracting party is a corporation,. (2) two signatures are required as further set forth in Rhis pamgraph. The first signature shall be: (a) the Chairman of the Board; b) the President; or c) any Vice President. 'Me e second signature shall be a) the Secretary; or 2) any Assistant Secretary; or 3) the Chief Financial Officer; or d) any Assistant Treasurer. �emameeeeeemeemeemmmmeaemmemaeeeemomaemmemammemmrmeeeeeemmemeeeeee®memmammmmaeeemmem®m®m®ee COUNTY OF ORANGE A political subdivision of the State of California Y Date Z4 Af�__ Approved by Board of Supervisors on: APPROVED AS To I+oRM: COUNTY COUNSEL. By Date 4 II was Contract N1000009980 19 3f1.5/08 ATTACHMENT A SCOPE ot: WORK PUBLIC MAss No'➢ icA'r m SYsTEm A. B A.CKGROUN D The County seeks to enhance its ability to deliver critical, tune -sensitive information to citizens and businesses by broadcasting to phone and e-mail devices for emergency notification purposes through a mass notification system with County -wide citizen contact data and geographical zoning capability. County has contracted with the County's top two phone providers, Verizon and AT&T, for County -wide E911 phone data. An online citizen subscription process will be implemented via the County's website to collect additional citizen contact information (mobile, VO1P and e-mail), and possibly preference data (preferred language, notification types, etc.). At minimum, County shall update phone provider data quarterly. Citizen subscription data is expected to be updated in real-time or daily. Within Orange County, a variety of mass notification services or systems have already been implemented by individual cities. The primary use of these systems is to provide citizens with safety information; however, some are also used for general information notices as well. The goal of the County is to benefit from economies of scale by implementing a County -wide system that will be accessible to all Orange County cities including those not participating in the County's law enforcement services program. B. -SCOPE-OF PROJECT Contractor shall implement a County -wide public mass notification system with the primary objective of quickly delivering alert, warning and instructional emergency messages via phone and/or e-mail to County residents and businesses during time of disaster. The production ready system shall be licensed for use throughout Orange County's entire region. Contractor shall implement a system for County with sufficient administrative controls to manage system use across County and city public safety jurisdictions. System users shall only be capable of accessing information and launching notification sessions to citizens within their jurisdiction. The system shall have sufficient functionality, security and bandwidth to accommodate County -wide data, regional use, multilingual outbound messages, geographical call list generation and tiered system administration and use. Business Requirements of a County -wide mass notification system include, but are not limited to, a solution t: (not specified in order of priority): • Is established and specifically designed to facilitate public mass notification distribution. • Offers tiered administration and security levels to optimize, manage and control system use. • Allows citizens to register phone numbers and e-mail addresses via the County's website. • Is capable of disseminating messages via telephone and e-mail. • Is capable of disseminating messages to TTDtTTY devices. • Is capable of disseminating messages in citizen's preferred language (Spanish, Vietnamese or English). • Contains accurate, up-to-date County -wide constituent phone and e-mail data. • Contains up-to-date County geographical maps. • Is capable of geo-coding AT&T and Verizon phone data to County -wide geographical maps. © Is capable of generating call lists via geographical map selection. • Is designed and managed with sufficient security, backup and redundancy. • Is available 99.05% of the time. .05% allowed for planned system maintenance. • Can deliver a 30 second message to 10,000 citizen phone numbers within 10 minutes. `a,K,I ; OEM ➢ �. Contractor shall perform services as follows or otherwise agreed to in writing by County: ConwrA N 1000009880 20 3125/08 i. Contractor Solution Contractor shall provide a fully -hosted, web -based Application Service Provider, (ASP) solution that will provide the County an emergency public mass notification system, including all hardware, software and communications equipment required to support the business objectives. "Emergency" shall be defined as any communication deemed by County to be: ® Life -threatening to the public; or ® Harmful to individuals, animals and/or property from man-made or natural threats Contractor's solution shall provide the following: a. Speed of Message Delivery - SLAs: Contractor shall maintain Service Level Agreements (SLAB) with multiple telecommunications providers which allow it to initiate at least 2,000,000 60-second voice messages per hour.. Contractor shall be able to initiate at least 1,000,000 e-mail and e-mail- based text messages (SMTP) per hour; Contractor shall be able to initiate at least 360,000 SMS text messages (SMPP) per hour. Further, the Contractor shall utilize reliable and proven delivery methods, including superior call routing, throttling, and load balancing via proprietary algorithms. b. System Reliability and Redundancy: Contractor shall maintain a redundant, zero single point -of - failure system. Contractor shall utilize multiple delivery methods (e.g., Time Division Multiplexing (TDM), Voice over Internet Protocol (VoIP), SMS, and e-mail), multiple telecommunications partners, and draw from multiple data centers that span all three national power interconnects. • Compatibility: Contractor's service utilizes an open architecture which allows for ongoing expansion to include new technologies as well as contact capacity. Further, as a fully -hosted, web -based Application Service Provider (ASP) solution, Contractor's service does not require any software download or hardware installation. The service can be utilized on any standard web -enabled device or telephone. c. system Security: ® Transmission Security: Contractor shall utilize secure transmission for all data transfer to and from County's sites. This includes secure socket layer or secure ftp that uses 128 bit SSL encryption or better. ® LIDAP Security Provision: Contractor's system will integrate directly via LDAP for County end user authentication, allowing users to have the same user name and password for Contractor's service that they currently use for their employee tog -in, but that information is not passed to Contractor. It also ensures that, should a user no longer be an employee, that user is immediately unable to use the system without the County having to take further action. Call Authorization: Contractor's Call Authorization feature will require County -authorized individuals to approve any message before it is sent based upon client -defined issues as well as user roles and rights. Approval may be granted securely using just a telephone. County may set its own parameters around notification events which will prevent users from sending an unauthorized call or sending a call at an inopportune time of night. O PIN Authentication: Contractor's service offers the option to require the call recipient enters a PIN before a message is played. This feature may be turned on fora call by call basis. This feature is primarily used for inter -office and/or divisional transmissions to confirm that the correct recipient is reviewing confidential information. Hierarchical Controls: County will be able to segment which users have access to communicate with which recipients based upon County -defined and controlled roles and rights per user type. ® Audit Trawl: The System provides an audit trail of all user and session activity. d. System Data: ® Data Management: The solution has an interface to allow System users, who have been granted appropriate system permission, to Add, Edit and Delete contact records as desired. This includes all records; entered manually, E911 data and citizen opt -in. a Data Import: Contractor shall provide data upload (i.e. "bulk loading"), data integrity cleansing and management of County -provided data, including initial and routine E911 data sets. System shall identify E911 data record source accordingly. ConuwtNi000009M 21 3t25/08 • Data Integrity: The Systems contact database is designed to conform with the AIENA 2A standard data structure. Uploaded and manually entered contact records shall be stored using standard terminology where applicable (ie address prefix, address suffix, city name, etc.). System to enforce data integrity throughout the entire application. • Data Backup: Contractor is responsible for providing sufficient data backup and disaster recovery operations to protect the County's data from becoming damaged, destroyed or unavailable. • Use►c-defined C®nfagurable fields: Contractor's service will allow for user -defined configurable fields. • Data Provision from Directory Services: Upon County's request and upon execution of a written amendment to this Contract, Contractor may provide telephone data at additional cost to the County. e. Ease of Use and Access Features: • Remote Access: Contractor's service provides a streamlined solution for priority situations that allows users to record and send messages from a remote location using just a touch-tone phone. All County approved authorized users will W provided with Dial -In Messaging Cards. • Bilingual Community Web Portal: Contractor shall provide a secure County -specific Web page to gather County constituents' e-mail addresses, cell phone numbers, unlisted phone numbers and language preference. At minimum, web portal shall be available in English, Spanish and Vietnamese languages. Citizens shall have the ability to Add, Edit and Delete opt -in data. Web portal shall offer security mechanisms to validate users and prevent unauthorized use. • Ease of Grouping for Targeted Messaging Contractor's service will enable users to quickly and easily pre -define groups for staff, volunteers, intra-department teams, languages, and specialty groups (e.g., day care centers, senior care facilities). The user has the ability to store recipients by an unlimited number of groups. f Features for Ease of Use & Maximum Outreach: • Multi -Modality Delivery Methods and Devices: Contractor shall provide a zero -single -point - of -failure system through multiple delivery methods (e.g., Time Division Multiplexing (TDM), Voice over Internet Protocol (Vol?), SMS, and e-mail). The service delivers via multiple methods, including e-mail and SMS, and allows for delivery to multiple device types —including cell phone, PICA, pager, and TTY/TDD devices, as well as the traditional land phone —for rapid and inclusive access. • Interactive Survey: Contractor's interactive survey feature allows users to create a message in the form of a customized survey to send to contacts. The recipients hear a message that contains a question that they are asked to respond to via their telephone keypad. The results are tabulated by the Contractor's service and then provided to users via the website and e- mail reports. • Message Scripting and Storage: Contractor's service shall come with a library of sample scripts and provides the option for the authorized user to record and send a message immediately or pre -record and store messages in their message library for use at a later time or date. • GIS Compatibility: Contractor shall provide compatibility with the County's GIS maps. With or without GIS, users can target specific areas on a map using the Systems integrated Geo-Calling feature. Contractor's service will be capable of creating specific call lists for a certain area of the County using criteria such as radius, ZIP code, and arbitrary shapes using GIS mapping. Users can also create a polygon area by clicking as many points on a map as are needed to indicate the desired calling area. The user may even draw a shape of a donut to remove a segment of the database (e.g., the "hole" of the donut is excluded from the call). This feature provides great flexibility in mapping selections to optimally geo-target the audience to receive specific messages. • CAP: Contractor's service is fully compatible with the "Common Alerting Protocol Version 1.1" (CAP vl.1). Therefore, the service user has the ability to create and issue CAP alerts that Contract N1000009980 22 Y251N adhere to the 1.1 standard. As a result of the service's compatibility, the County can easily access this simple format for exchanging all -hazard alerts and warnings across multiple networks, maximizing outreach to all constituents through a user friendly process.. This protocol also adheres to expected upcoming WARN Commission recommendations for best practices in alerting systems. These alerts can be utilized by additional entities and agencies for the purposes of disseminating CAP related information. l;- Reports ® Bulk in Reports: The Solution includes several detailed reports to assist users to monitor and maximize usage of the system. Report data can be exported to MS Excel. ® Ad -hoc Reports: The solution offers ad -hoc report generation. Contractor's Client Care Team will support and/or aid in the development and creation of additional reports as needed. Technical arclritecttrm functional c ommnents, iinglementatiion mgairements and maintenance inquire ent Contractor's service is a fully -hosted, web -based Application Service Provider (ASP) solution. The service does not require any specific hardware or software requirements from the County. No components or specific configurations are required to use the service.. So long as the County user has a telephone and web -enabled device (e.g. computer) available, the user can send a message. The user can also record and send a message using only a telephone when necessary. The service is fully independent of the County's IT hardware and telecommunication system. Contractor utilizes an open architecture to allow for rapid expansion as our clients' needs grow. The architecture exists on hardware ranging from Dell web and application servers, to Cisco networking equipment, to EMC storage arrays. 3. StaRin : Contractor shall provide staffing as specified in Attachment C. 4. Im2lLmentation Services: Contractor shall perform and complete the services, tasks, and obligations in accordance with Attachment D, "Implementation Plan/Project Schedule". Trainiq& Mara ak and Documentation: The Contractor shall provide County with and maintain two (2) copies of a comprehensive Public Mass Notification System Manual designed to document the proposed solutions software functions, guide trained users on detail process steps and train future users. Additionally, technical specifications, including a network diagram of the systems architecture, data dictionary and data schema, shall be provided to allow proper maintenance of the System by County network and database administrator staff. The County may copy all Manuals and Documentation provided by Contractor for use and distribution to County public safety departments as needed. The contractor shall provide all technical, administrative and user training required for county staff to use the software solution. 6. SuRort Services: Contractor shall provide support services in accordance with Attachment E to this Contract. 7. Testing and Acceptance: Contractor shall provide a testing and acceptance plan (Attachment F) to be agreed to and completed by County prior to award of Contract. Said tasks shall include, but shall not be limited to verifying: system installation and configuration, tiered administration, user creation and management, County -wide data and map import, reconciliation and maintenance, citizen opt4n data processes, custom and geographic call list generation, outbound telephone message launch, outbound e- mail message launch, use of surveys, monitoring of outbound session activity and validation of reports. 8. Training Contractor shall provide training in accordance with Attachment G. Contract N1000009880 23 3125108 ATTACHMENT B COSTICOMPENSATION FOR CONTRACTOR SERVICES 1. COMPENSATION: This is a fixed price Contract between the County and the Contractor for a Public Mass Notification System as further described in this Contract. The Contractor agrees to supply all goods and services to provide and fully implement the Public Mass Notification System Solution. The Contractor agrees to accept the specified compensation as set forth in this Contract as full remuneration for performing all services and furnishing all staffing and materials required, for any reasonably unforeseen difficulties which may arise or be encountered in the execution of the services until acceptance, for risks connected with the services, and for performance by the Contractor of all its duties and obligations hereunder. The County shall have no obligation to pay any sum in excess of total Contract amount specified herein unless authorized by amendment. 2. PAYMENT: The total base Contract amount for the first three years shall not exceed: $1 S837 a. Base Costs — Unlimited Emergency and Inter -Department Message Usage: County shall purchase Unlimited Emergency Message Usage service from Contractor at a cost of $0.55 per household. The Parties agree that for the purposes of this fixed -price Contract, the number of households (including residence and estimated business addresses) shall be 1,023,053, based on available consensus household count data Base cost includes an unlimited number of County and City user access accounts. Base Costs Year One Year Two Year Three Unlimited Emergency & Inter -Department Message Usage $0.55 x 1,023,053 $562,679 $562,679 $562,679 b. Optional Costs - Premium Data: County has elected not to purchase Premium Data from Contractor at execution of this Contract. Should County elect to purchase such Premium Data from Contractor at a fixture date, a written amendment executed by both Parties shall be issued, and pricing for such data, for the term of this Contract, shall be as follows: Clonal Costs Premium Data $0.40 per household c. Optional City (or other Orange County jurisdiction) Costs -Upgrade to include Unlimited Non -Emergency Message Usage: For any jurisdiction within Orange County there shall be the option to upgrade, through separate contract with Contractor, to include Unlimited Non -Emergency Message Usage at a cost not to exceed: ® tienal Ci Costs Upgrade to include Unlimited Non - Emergency Message Usage $1.00 perjurisdiction household 3. PAYMENT TERMS: a. Unlimited Emergency and Inter -Department Message Usage — Invoices will be paid monthly in arrears upon receipt of invoice. Conaci N 1000009890 24 3n50 b. Premium Data — If County elects to purchase Premium Data, invoices will be paid on a one-time basis in advance. c. City Upgrade to include Non -Emergency Message Usage: City Upgrade will be paid for under separate contract(s) between Contractor and the City. Contractor shall reference Contract number on invoice. Payment will be net 30 days after receipt of an invoice in a format acceptable to the County of Orange and verified and approved by the agency/department and subject to routine processing requirements. The responsibility for providing an acceptable invoice rests with the Contractor. Billing shall cover services and/or goals not previously invoiced. The Contractor shall reimburse the County of Orange for any monies paid to the Contractor for goods or services not provided or when goods or services do not meet the Contract requirements. Payments made by the County shall not preclude the right of the County from thereafter disputing any items or services involved or billed under this Contract and shall not be construed as acceptance of any part of the goods or services. 4. 1PAYME vTANVOICING INSTttllMONS: The Contractor will provide an invoice on Contractor's letterhead for services rendered. Each invoice will have a number and will include the following information: I . Contractor's name and address 2: Contractor's remittance address (ifdifferent from I above) 3. Name of County agency or department 4. County Contract number 5. Cost 6_ Contractor's Federal I. D. number 7. Total The responsibility for providing an acceptable invoice to the County for payment rests with the Contractor. Incomplete or incorrect invoices are not acceptable and will be returned to the Contractor for correction. The County Project Manager, or designee, is responsible for approval of invoices and subsequent submittal of invoices to the Auditor -Controller for processing of payment. Invoices and support documentation are to be forwarded to: County of Orange — CEO/IT Attn: Tears Le Blanc, Program Manager 10 Civic Center Plaza, 2"d Floor Santa Ana, CA 92701 Contract N 1 80 25 3, 25M8 ATTACHMENT C STAFFING PLAN Staff to perforne Contract duties Name C do ation Bing Chen Project Manager Tom Melander Fro'ect Specialist (Client Care Deanna Ellis Technical Manager David Garcia Integration Specialist Mario Joy Vice President, Client Care Joshua Roth Chief Technology Officer Contractor shall obtain approval from County Project Manager in advance and in writing prior to making any substitutions for individual project team members. Contractor may not request changes to the number of types of classifications. Roles and Responsibilities Contractor Roles and Responsibilities shall include, but not be limited to, the following: 1 _ Contractor Project Manager: This individual leads the implementation, training, and roll -out process from a management perspective. All daily activities, such as ensuring timely scheduling and training, ultimately rest with the Contractor Project Manager. The rest of the project team supports this resource. In addition, the Contractor Project Manager will report to the Program Manager and will work together to ensure all issues, risk, and change is managed, monitored and controlled. 2. Project Client Care Specialists: An additional team of Client Care Specialists work under the leadership of the Contractor Project Manager. Their role is to provide training, support, and client services for all County needs, requests and support issues. The Team shall include dedicated Specialists who will be dedicated to the County for the Iife of the Contract. Each Project Specialist will be assigned as a liaison to a specific component of the Project, such as Divisional Training, City and Agency Training, and is responsible for day -today management as well as performing regular new user -- and refresher training. 3. Technical Manager: This individual works under the Project Manager to ensure the smooth progression of all technical deliverables, including but not limited to managing the testing process and managing any customization that needs be delivered. This resource will also work with the Contractor Integration Team to ensure the upload of data and automation of all notification services. This resource is the technical project lead responsible for creating, and achieving sign -off on the test plan. 4. County's Project Team: The County's Project Team will include at least the County Project Manager. This resource will meet weekly with the Contractor Project Manager to discuss steps towards achievement of deliverables and additional items. Contract N1000009880 26. 3/250 ATTAcHmENT D IMPLEMENTATION PLAN/PROJECT SCHEDULE Contractor will have its Connect-C"t'Y service configured and ready for County testing within thirty (30) days of award of contract. Contractor and County Project Managers will mutually work together to refine the attached exemplar Gantt chart to accommodate the County's Mass Notification System deliverable and implementation Go Live timeframe. 1. Deliverable 1-. Project Control Document Within two weeks of contract signature, Contractor will provide the County with a detailed project control document (PCD). Project Control Document will include the following. a. Project organization roles and responsibilities b. Assumptions c. Detailed Work Plan d. Deliverable List e. Milestone Chart f. Project Gannt Chart g. Communication Plan h. Risk Management i. Change Management Process j. Testing Strategies k. Training Strategies 1. Escalation Procedures The following deliverables will be provided within the timeframes ofthe agreed upon (revised) implementation Gantt schedule: 2. Deliverable 2: Project Management Contractor's Project Manager shall address documentation needs, including weekly Project Status Reports and any variances. If variances are recommended and approved, the Project Manager shall be responsible for regular updates to the Detailed Work Plan, Milestone Chart and Risk Management sections of the PCD within the required timeline. Contractor's Project Manager shall meet with the County's Project Manager at least weekly or as requested by the County. Contractor shall prepare the first status report within 14 calendar days of Contract execution, which will include the following data as per the County's request: a. Period covered by the Report; b. Tasks scheduled for completion which were completed; c. Tasks scheduled for completion which were not completed; d. Tasks not scheduled for completion which were completed; e. Tasks scheduled for completion next reporting period; f. Issues resolved; g. Issues to be resolved with recommended solution; and, h. Summary of project status as of reporting date. Additional reporting may be included as agreed upon by the County and Contractor Project Managers in consultation. 3. Deliverable 3: Business Process Overview Upon the completion of the discovery phase of the project with the County, Contractor will provide the required summary report of the existing mass notification systems, needs assessment, and recommendations for best practices. CGRUMt T1 r 000muo 27 Y2510 Contractor will provide a Best Practices for Use Guide as part of the Implementation. Clients' typical needs in this phase are: identification of User Rights and Roles for system use and establishment of best practices policies and procedures. 4. Deliverable 4: Data loading and maintenance Contractor will work with the County to load E911 data and additional data files as needed. Contractor will assign an Integration Specialist to work with the County's team. The upload and update process will be performed in a secure environment. Contractor will provide a system that allows the County to send data over encrypted lines using SSL to ensure data is fully protected - Deliverable 4.1— Successfuft Loaded IData, Contractor will provide the requisite Data Load Report and Certification to the County. 5. Deliverable 5: System Test Plana and Results Report Contractor will provide the County with a System Test Plan which includes a Module Test, and Integration Test, and Stress Test, and a Regression Test in accordance with Attachment F, Testing. Deliverable 5.1—Perform System Teat Contractor will perform the requisite system tests as required by the County in Contractor's existent testing environment or other appropriate environment as governed by the System Test Plan for component and functionality testing for County sign -off. Deliverable 5.2 — System 'Pest Results Report Contractor will provide the County with reporting of documented results of each System Test conducted and certify successful testing results as required. 6. Deliverable 6: User Acceptance Test and Test Results Report Contractor will provide User Acceptance Test as required in a simulated environment as required, per Attachment F, Acceptance. (Deliverable 6.11— User Acceptance Test Results Report Contractor will provide the required User Acceptance Test Results Report within one week of tests as required per Attachment F, Acceptance. 7. (Deliverable 7: System Training and Documentation Contractor will provide a detailed training plan, perform user training as desired by the County and provide system documentation training material per Attachment G, Training. S. Deliverable S: System Implementation Contractor will rollout Public Mass Notification Services to the County. A post -implementation review report will be developed and provided to the County. 9. Deliverable 9: Performance Benchmark Verification (Deliverable 9.1— Performance Benchmark Verification Plan Contractor will provide the requested Performance Verification Plan with test plan and scenarios for the County's approval. The Performance Verification Plan shall dovetail with the sample Gantt chart, as customized vis-A-vis the County requirements. Deliverable 9.2 — Performance Benchmark Verification Contractor shall conduct the Performance Benchmark Verification of the System mutually agreed upon with the County, and complete corrective action as needed, and certify as such in writing at the time of completion. 10. Deliverable 10: initiate Post -Implementation Maintenance and Support Contract N 1000009880 28 3125/08 Contractor will implement, and continue to provide through the life of the contract, maintenance and support services per Attachment E of this Contract. 11. Deliverable 11: Post -Implementation Services Contractor shall provide ongoing "post -implementation" services throughout the lifetime of the Contract. Such services include, but are not limited to, the following: • Ongoing Training: Unlimited training, new user training and refresher training are included at no additional cost within the lifetime of the Contract. a 24/7/365 Technical and Client Support: Provided through a toll free number and via e-mail. All users have unlimited access to this level of support through the life of the Contract. Usage Reports: Contractor provides usage reports quarterly. Each user's account also contains real-time access to reports. 0 Assessment and Evaluation -Contractor will work with the County to developbenchmarks and assist in evaluating progress toward those benchmarks. Deliverable 11.1 -Provide Additional Training . Contractor provides this service at no additional cost to the County. Contractor shall include a systemized method for ongoing training within the Training Plan to be delivered to the County. Deliverable 11.2 - County Approved Consulting Services Contractor provides a Project Manager at the County's disposal to address these needs. Deliverable 113 - Additional System Awnmegtati6n Contractor provides a Project Manager at the County's disposal to address these needs. ContW N 1000009880 29 3.25= Orange County Public Mass Notification Project Gantt Chart Contractor's Gantt chart will be customized as part of the PCD deliverable within two weeks of contract signature. The Gantt chart is based upon two separate timelines: 1) County EOC office and 2) additional departmental implementation. As additional departments roll -out, they can easily be added to the implementation process. Please see the segments below for exemplar Gantt Charts for use. 0 Task Name Duradon Predxeason jRaaource Na"A 0 Orange County Public bias$ Notification Projaa 57,06 dAyd Contract is AM red 0 days �{ 2 Implementation Tasks 67.04 ttays 3 Discovery Phase • Portfolio 1 Program Planning 43,84 day$ 4 NTI Prs-Am"gement Preparation 3.64 days S identity Primary County Sponsor. Stakeholders Ana Clieft"As 0.5 nrs 1 ftl,p0 tl identify County PM 2 days 5 County Sponsor 7 Client Uk-off Meeting 4.26 days tl VAIdAte enpapelrr;nl 00jee1iVcS. DekMApka 8 Expaclallons ". day 6 rn,Couoty Sponaor,Coamy Pit 9 Delermna Logistics (Work Space Phones. Computer Aeneas._; 2 hm 8 n,Counay Sponsor .0 Denveraor_ 2. t: First ProyeLt &anus Repon Oe!mrea M Coumty Au o days 9 i Develop Project Control Document (PCO) 0,80 days 12 Docament system oetuv on I hr a N I 3..- 00""At Protect Scope and objeo*ea i nr d Nnl ' '4 Document Projeq OrgA7tt4tion Roles and Re400040Mies I nr 13 to S I Docunwt Project Assumptions I hr 14 N'1 d Oeveapwork fur, Inr is .s7 ... Document Dekverables Litt I nr fe NTI ............: DeveWp Mtlestane Chart I nr I7 tI t 9 Dev"P Gantt Cnart I hr Id in' 20 Document Comoftn"liona M40 1 nr to "Tf 21 04YMA Risk MAnapemenl Plan 1 nr 13 trn 22 DocumMt Change Managenwt Process I hr 13 N1 j 21 Document TtatinpSlralepka I nT id I'M j# 4: ! Document Training Straw4ft I nr i8 rn 45 Develop Bacalebon Proeedurea I hr 14 }fl 2d Dativereale 1.1, PCD Dwivereato CAVnor PM Oda 12,19,20.2t22,23,24,24 ys I, 27 Current Environment 2 clays 2d Rt%r*w Current Busyness Envsonment (Oro. Barrmers, Naeds i 2 days 4 41 2� 0:liwrsb1e 9.1 8usirass Analysis RWM Y Rrporr OrltvereO to CounryPM 0 days 28 j 30 Review Current County ?ekcmnmunlCAti"EAVarohmeht(PBX) 20ays 4 in, 3 i Oeirvera"t 4 1 System traravaro and Menvorh C611OU rlon Dei7axeO CO Courxy PM 0 days 30 12 Portfolio a, Program Management 36.76 days 93 Create Program Mt)nep*MI TaAm 1 day 8 A^.Couny PM I 34 Dew_10p Program Man 0MAI Chafer (focus on bumbip County ponfosa-rotoul attategy, 2 days 33 tfol Count' PM 3S Organae Orientation workshop for County Exec* about IaNS 0000rtunaks 4 iUys 34 Pfil,Cauny PM 36 Conduct Wks Demons M146 for County Execs 1 nr 36 H l f 1' Survey County DepAnnient heads About MNS nteraM 4 nts 36 Wi%County fQ 38 Create Pnorwed County Departmamial Rollout Plan 1 day 37 M l 29 Secaraa Sponsara ApprovM on Priortaed MOW i nr 38 M l 40 MaAbot County D pArV MntAt Rollout Plan .,.....,._....... ..._....._.._._.., ..... _....... _...__.,.._._,.,. 30 days 39 __._ .- _..._.r._..,._..._ _..__._._._._,... Inc Contract N1000009880 30 3/25/08 Gantt Chart 011: Orange County & Contractor 0.i T89k N8n1e Duration I Predcoeasers R"011rce Namara 0 4' Prapvt Twnkal Configuration and System impiaontalion Plan 3 gays 27,22 NT I 42 . Dfiv?r4of* 9.1 system cm"tarid.'ngra!'atrOrl Plan 0 daya 41 43. ! Project Markagernent 33 days 44 Project Charter 1.6 days At Complete Pro" Cnarler 1 day 3A Nil �8 Obtain necessary rev*** and approvals on propel CUM, 4 firs 46 N'I 7 j lmegratlon Management • "mat Plan 3/.6 days 4d Complete propel plan i day 4a . in' 49 Cotam necessary review a aid approvals on props plan 4 firs 48 ITI 80 Update project Pilo on regular baRrll 30 days 49 N'1 Scope Management 0.76 days 54 Review Change management Oudeknes wile County Sponsor t Or 48 tl'Quunty Sponsor,County PM 59 Determine facalstnn Procedures for Scope Changes 4 fire 52 n,County PM 54 Sawa, Approval on Change Management Gupeknes and Procedures 1 Of S3 ff i 5 .. Risk Management 1.76 days 56 Review Risk Management Oudeines with County Sponsor 1 fit 48 N'11,County Sponsor,County PM s7 Dsvalop Rtslt Idanegemenl Plan and Review wN1 County PIA 1 day Se Ir I.CCunty PM ..-..>8 .:: DetetMe.. asebl6UDn Procedures 4 fir! 67 N i1,County PM S9 Secure Approval on Rrak Management Guidelines and Procedures 1 D. 58 WI 80 Resource Management (County Project Team) %'s days dt... Assign Project 'Team Members to prCpot 3 days 7.49 County PM 62 Arrange release dates for earn resouresr notify resources of team saleatror 3 days s1 County PM 63 Csordlnate coverage for me propat team and telling team 2 Gays 62 County PM 134 , SCMedule reguar team scats m"1091, 2 fire 83 County PM.N11 $5 .. UAW"to Asagnmants & SCMduks I day 64 County PM 6e . Create S1411Aasgnmenta 2 ors eS County PM 67 CommunlosUon MWAgement 1.26 days ds Define Reporting Senedgio, Formal and Medfa t Of 46 County PM.Nil d9 Create Commanicadens Plsn 1 day as Nil 70 ' Secure Approval on Communications Plan t Of 69 N 1 71 : Lruanty Management 31.43 days _.7Z.. Desna AuAmy Ouideknes and RegMmenta t Or 48 County PM. M .42....: 5stame Quality Review Sen6dolas 1 day 72 Ni7 74... Manage 14 08ned Qualty Review Scnedules with Client CnantpWns 90 days 73 PM 73 Pilot Phase 6,26 days 7d Project Klc"ff meeting with Demo 0.4 days Sc Mdule Kiek-off Meeting 2 ON 49,64 59 69.76.73 I I 18 Canduct Props Kck,o►f ineann0 we MNS Demo 2 Mre 77 iJ i tCounty Project Tear). 74... Project Pilot 4.76 days 74 8Q �� Devewp System Teat Pon, 1 day in Contract N 1000009990 31 M5108 Gantt Chart till!: Orange Cbunbf & Contractor iD -,ask Nam Duration Pretlrc4s$ors Resoureetr4mea 41 j De!iverAW& 6 1 Test Pwn De!tvered to Country PAf 0 day$ Bo 82 Develop User Acceptance Teat Plan 2 days 78 County PL1 Nn 83 Setup system mesa for MINIS team and teat team 0..26 days Define Last Access steeds 1 h� 80 County PM NTt 85 Create ist of At users and keep current for go. ire* 1 hr 44 Mn 88. _f Build Pilot 4,76 days 87 Scheduis Pact Review teleetogs nr 74 County PM.NTI 88 .. Define Pilot users Rights and Rotes 044 nays 89 Create County Organization ut Pilot Account . nr 83 WI I 90 Confgure Authenticatlnn Approach 0.$ hrs 89 N1 91 Contrgura View Custom24tions 0 5 hrs 90 Nit 4? ConfgursOroupa O.Snrs 91 NIII _93 Update Security M4troc t hr 92 NTI 94 Pilot Tralning 0.25 days 96 Train Pilot Super User 2 hrs 93 N i1 98.. ' Train Pilot Data L444 2 hrs 93 WI1 97 Train Pant Account Administrator 2nr4 93 NTI 98 OeriveraMe a 1 TraMea.Sreh" 0 days 95.98,97 99 Derr omwe 8 2: System Docummetion Detfvarea to CavAty PO 0 days 9< 100 Prepare Pilot Account 0,13 nays 101 Define OIS Map Center LUAIan 0 25 Kra 9S N'T,Poot Super User 162 Define OLS Zoom Range 0,25 hrs 101 iM'P0ot Super User i 03 Define OIS Radius Range 0 25 hrs 102 N'?i,Hm Super User 10• Set Cater ID and Ema1 tD 0 25 hrs 103 N'1,Pdot Super User i05 Determine Scope of Messages to Be Sent n Pool lReaidmts, Buaineasaa, a hrs 80 County P6f 106 Test Messages to Staff 3.26 days �07 Prepare staff data 126 days 108 ; Ontain Staff Phone Data for Pot 2 days 105 County PM log Fa Out Staff Data Orouping Arta Importing Wor ftaitl 1 nr 109 N-I 1.Courity Pat 110 a Review Date Ciro4p Names 1 nr 109 NTLPdot Data teen 111, Ctate Data Group Ndrr4a 1 hr 110 Pilot Data Lead NM 112 ; Prepare SeAVL+ Staff Dais File 1 hr 111 NTI Pkot 0414 Lead t t 3 Teat Import Samole Staff Data File 1 nr 112 N-7LPaot Data Lead I1A Review and Raftne Staff Data Import 1 ht 113 tt "I Plot Data Lead i 5 Prepare Fu i Staff Data File 1 hr 114 N-, Pftl Dale Lead i ie import Fut Staff Data File 1 hr 115 No4Pteit Data Lead 117 Share Data Import Automaunn Script wah Pilot Data Lead 1 nr 114 trIPYot Data Ldad 118 "e$tAuromation 1 nr 117 NTLPRot0414 Lean 119 Determine Who Wm Be Sending Teat 1ae4A4ges to Staff 1 day 1os Wii k4ourrty PM 120 Prepare Llesae4e Script$ forTe$t C4%to Staff 2 hra 110 W LPdotSoo, User Contract N 1000009880 32 312908 Gantt Chart JIV): ®range County & Corttragtor TAAM ttdJY� Record "7eat tdessages to Staff Create T eat Cati to Staff croup via Web interface Crew%Test Coil to Staff aroup via Oral in Messaging Card Debritf on Staff?eat Cap Results Deliverabie 6 N System Test Resuita Rapott (Staff Cans) Dahvantd to County PM Test Meseage to Residents and businesses Obtain end toad Resident and Busolsss Pot Contact Data Deliverable 5. t Dare toed Report and Crruftwon Defroered to County PM Determine Willa Wfi Be Sending ^r, eat Messages to Reaiaents ana 9u"boaes Prepare hlessaga Sams Record Message Send Messages DeDraf on Can Reauaa oonvarabi, 6 28. system Tear Resmts Reparr ; Rwftsinass Cohen'Dahvaroo to County AV Refine Pilot (act required) Rtylew Pilot with Implementation TeAm Refine Plot Boaeo on lmplementabon Team Review DorA"o I Contfguration Senkngs DeilvarabM 4.2 Software MA100rfon Report and Cer'tificAti4n Delivered to County PM Deliver able 71 user ACCaprance Test Re9u!rs Report DdUVWad ro County PM Aifot Cotnpfato Poet-Pltot Phase Der+vemble 9 2 System in Production Use Conduct Poat-Implamentsban Rai Session Deioverabte 9 4 Post u»pkmentetron Rennv Report Defivered to County rat! Deiiverawa, 9 9 Nori-00creM System W Production We thr 90 Consecutive Days Performance Senchmerldrig Davalop Pt,formance 9enchmA1 Wrificatan Plan Defiverabie 40.1 Performance Sta0merk Verr"Jtcamon Pion De!ivu't*d M county rid Conduct PtIwmanco denohma•k VVIMAWn Wwtrabte +0.2 PaRormanoe Beacnmarft Verifkanon Reswrs Deirverod to County Aw Creme Use Walellnes and Prowoofs Prepare Drah of Ute durdeants antl Prratacals Review Draft of Use Gumanes and Protocol ftalat Use 04Jaetnea and Prot000ls Prepare County for Qm4oing Messaging to Reslderi And SUsinesaaa Determine Scope of County Ma,"hoing to Roaxlents, ana anal nesses Determine SWM-.1 AvAWibte to County for Reaiaeni Arid Dusinaas Data Order EGt 1 Data from?elcos Ctean ap EW t Data DurAn acasaars 4RetoutceNames 0 25 hra 120.118 frl,Pitot Super User 0 25 hm 121 N"+1,P M super user 0 26 nm t 22 N T I,Pdot Super user 1 hr 123 1,M,County Protect Team 0 days 124 3.69 days 2 days 106 N )Plot Data Lead 0 days 127 1 day 106 NiJ,CountyW 2 rrs 129 N11,poot Super user 0.26 firs 130.127 N71,Pbot Super User 0 2S his 131 NTI,PAot Super User 4 Ar 132 n'County Project Team 0 daya 114 daya 2 nm 124 County prow Temn.N1't 1 day 136 County Project Managet.N�s`oo 2 nra 137 N71 0 days 1 as 0 days 136.92 0days 139,140 66 days 0days 141 2 nm 143 N I.C4unty Project seam 0 days 144 0 days 143FS>30 days 4 days 2 days 146 N7 0 days 148 2 days 149 Ai.+ 0 days ISO a days 5 days 141 County Protect tdanager 2 days 183 County Project Team day 154 County Proleet manager 6b daya day 6 County Pid S days '17 County PM 4S days ' S6 C04ATY PM 3 days 59 MTLCounty pact Data Lead Contract N 1000009880 33 325M Gantt Chart (V): ®range County j Coen &tor I 181 162� 1d3 185 16l lee 189 170 171 172 173 174 176 176 177 !75 179 180 let 182 sB9� 184 lee �88 lea 1J0 -. 191 192 14 i96 1..197...! y...tie, 199 2011 'iask name toed E911 Data WIntenance and Support Phase 9siadah Ongoing Support Proceduros {reporting, usage an4ryeis, a*e ktent ficatan resolurbn i EstAbWn Ongoing Client Care Support Oeriveraale f 1 moomnance and Support Eatab%n New user Training Process Eatablath New user update Process 0eriverMolo * $ Addirfonaf Training 00"raore 12.2 CounryApprnved COnSOIng Servlcas D&hveraiwa 12 2 ,Aomhonai System Documenterlon Implementation Per County Department (Repeatable for Each Dowment) Planning A Organlxation Phase Per County Department Identify Sponsors At Deparanental level Define Scope of Pro>oct Prof"t VAnagement Project Charter Complete Proms Charter Obtain necessary reviews and applovata on projec; mane, Integration Management . Project Plan Comptate pro" plan Obtain necessary reviews and 4pprovala or. project plan Update prorect plan on regular basis Scope Management Review Change ptonagenrent Ouxlaines wah County Sponsor Datermine Escalation Procedures for Scope Changes Secure Approval on Change Management Guidelines and Prooedures Risk Management Review Risk Managerttant Ouafaunes with County Sponsor Develop Risk MAnagatnent Plan and Review win County PM Determine 0scalation Procedures Secure Approve. on Rak M041err I Ouidetnes and Procedures Resource Management (County Project Team) Aasgn Project Team Members to project Arrange raktase dotes for each r:4ourco notify reaourcea of teem 4alectibr. Coordinate coverage for the project team and tesdrig team SwilLim regular warn status meeling4 Esteltate Assignments A Sonedules Create Staff Assignment* Communication Management WAWA 1Predecessors Resource Name* 1 44Y 18o H i tCauntY Plot Data Lead 1,6 days 1 day 141 N rl 1 hr 163 ttri 0 days 164 2 nr* 165 H71 1 h , 166 Nii 0 days 167 0 days 141 0 days 141 33 days 2 days 1 day County Project tlanager 1 day 174 County Project flanager 33 days 1.6 days 1 day N'1 4 hn 178 N"1 31 A days i 1 day 179 N"I 4 hr4 lot NT1 30days 182 N1 ; 015 days 1 hr 179 WkCounty Sponaor,Couoy PIA 4 hra 188 V,Couoy Pld 1 hr lee Nil 1 J6 tlay* 1 hr 170 N i1,County, Sponaor,County PM 1 day 180 NTtCounty Pjd 4 hrs 190 M1,County PM 1 At 191 NTI 9,6 days 3 days 09 County PM 3 days 104 county PM 2 days 10 County PM 2 hrs 198 County PM.NTI 1 day 197 County PM 2 nra 198 County PM t2fi days Contract N 1000009880 34 312S108 Gang Chem NO: Orange Qunty SiContractor ask Name ie 201 202 203 404 20S Define Reporting SCnedule format and Had* Create Commun"tions Plan Secure Approval on Communications Plan Quality Management Define Quatty Gugatnes and Requirements Establish Quality Review SCneduiea Manage to defined OwWW Review Schadulai with Client Champions 209 Project Klck-off meeting with Demo 20_..- 9 SCneduie Kickoff Meeting 20 Conduct Project Kick-off meeUrig with MNS Demo 211 Determine Number of Divisional Related Programs Projects 2t2 Determine Dapartmenta'. Div"rio and Agencies Involvad 213 i Setup system access for Departmental users 214 Define flier Access Needs 21 S Create Got of at Waots and keep current for go-r+e 216 SCneavta Rolhou! Teen, Meetings 21i Define Department'a Users Rights and Roles 218 Create Oaprs 0rgani2aWn n Account 219 Configure AutnembeAt lApp'oach 22p Configure view Custawations 221 Configure Groups 222 update Security Imirix 223 ' Dept User Training 2Za 'inn Dept Super User 225..., 're.n Dept Data Lead 226 ! 7ranDept Account AdmniftratOr 227 Tra nMg for iaunm compiete 228 Prepare Dept Account& 2" ! Defile GIS tdap Center Location 29t1 Define GIs Zoom Range 4i Define GIS Radius Range 232 Set CaMr iD and Emsa iD 2 3 Account Estabtsned for Pilot 224 Prepare staff data 2SS 04taat Staff Phone Data 2sa Fit Out Staff Data Grouping and troporting worksneet 237 'i Ravlew Data Group Nernes 238 i Create Data Group Wits 239 Prepare Sampie Staff Data File 240 iTest "on Sampit. Staff Oita File Names t Mr 170 County PM Nit 1 day 201 IM 1 nr 202 NTI 34.13 days 1 Dr 179 Counts PM n, day 20S NTl 30 days 206 Nil US days 2 nrs IS NTI 2 tirs 209 N11,County Props Team 1 hr 210 NTI County Project laanager 1 hr 211 trcounty Project Manager 0,26 days 1 it 210 County PM,tfit 11, 214 Nil t +rr 210 County Pid,f't 0,44 days t nt 213 ni 0 5 his 21 d N'I 0 5 hre 2t 9 N1 0 S nrs 220 1,111 hr 221 Nil 0.26 days 2 tire 222 N7 2 its 222 Nu I 2 nre 222 N T I 0 days 224 225.226 0,13 days 0 2S hre 224 N-Ikoept Super User 0.25 firs 220 N11,0ept Super User 0 26 tire 230 tr ikDept Super User 0 26 nrs 231 WIJDept Super User 0 days 232 3,26 days 2 days 175 County PM 1 hr235 tfit County PM tit 236 N i1 D:pt Data Lead 1 tit 237 0601 Data Lead,N Tt nr 238 N11,Dapt Data Lead nr 239 WkOtpt Data Lead Contract N 1000N9990 35 30108 241 242 243 244 244 ` 24a 247 248 20 2S0 2St 252 283 R. 254 2S4 Gantt Chart (All: Orange County & Contractor 'ask Name Review and Refine Staff Data Import Prepare Fui Staff Data Fit Import Fur Staff Data F1e Snare Data import Automation Se"Pt with Data Lead Test Automation Data Load complete Teat Messages to Staff Determine Wno Wig Be Sending Teat Messages to Staff Prepare Mess4ge Scripts for Test CAN to Staff Record Test Messages to Staff Create—, est Cal to Staff Group via Web Interface Craate''est CAN to Staff Group via Draw Massaging Card Debrief on Staff Test Can Resuas Test Mesaape to Staff Compmte 4epartrttartt RaunCM Complete Duration Predecessors I � 1 hr, 240 1 nr 241 1 hr 242 1 nr 243 1 hr 244 0 days 24S U2 days 1 day 2 nre 248 0 28 hre 243249 0 28 hrs 230 0 26 nrs 261 1 hr 262 0 days 2S3 0 days Contract N 1000009980 36 3izSfog __..Resource Names Nn Dept Data Lead WIJOept 0414 Lees "i ept0ataLoad Ni UPI: Data Lead i Nt40e910ata Lead f ncaunb PM ni 0"1 Super user tt1l,Dept Super user t' IIO601 Super user WtDept Super user N'1,De t Project —team ATTACHMENT E SUPPORT SERVICES 1. Support Servirea Availability: Contractor's Client Care Team will be available to assist County 24/7/365. Contractor shall provide 24/7/365 human Client Care technical and customer support for County to address service and/or maintenance issues through a 24 hour toll -free support line at (866) 435-7684. The "hot line" number connects users to our Client Care Specialists directly. Telephone response time, in the unlikely event that it is not immediate, is within fifteen (15) minutes or less. Client Care support is also available through e- mail access. 2. Contractor Staffing: Contractor shall not outsource Client Care to call centers or other third party agencies. All Client Care is performed directly by full-time employees of Contractor who have cleared through background checks and are trained in the secure handling of data and County/municipality-specific needs. All Client Care Specialists are cross -trained in customer and technology support. Should they encounter an issue that needs escalation for resolution, the Specialist will immediately involve the appropriate member of the Contractor technology team. Additionally, County will be assigned two (2) account personnel that are specific to the account for proactive and ongoing care. County shall be provided unlimited, included support for all purposes (e.g. lost password, support placing a call) and for all County users. Contractor has Client Care Specialists located throughout the country to maximize Client Care up -time should a regional disruption occur. 3. Client Care Services: a. Contractor shall empower technical directors to load and integrate data from their database systems to our contact management system. b. Contractor shall provide "Quick Reference Guides" for users, replete with message script templates as well as "tips and tools" on how to create quality outbound messages to the community. c. Contractor shall assign County a Client Care Specialist who will help drive usage of the system. Based on experience in serving other clients of Contractor's service, Specialists offer coaching on message length, frequency of use, content, and tone to ensure receptiveness and satisfaction from recipients. The Specialist leads the County through an assessment and evaluation process to ensure the benefits from using the Contractor's service are tracked and documented. 4. Escalation: County shall address all questions and complaints first through Contractor's Help Desk, or, at County's discretion, immediately escalate rues to the Account Manager and/or Director. If the Client Care Specialist supporting the County user is unable to resolve the issue immediately for the user, the Specialist will open a trouble ticket and immediately escalate the issue to the next tier of Client Care management. The tiers of escalation are typically as follows: Level One — Help Desk Level Two — Account Manager Level Three — Account Director Level Four — Senior Account Director Level Five — Vice President of Client Care 5. Release cycle and process for installing system updates, patches, fixes, etc.: Contractor rolls out all minor updates and revisions onto the website as seamless upgrades, typically on a quarterly basis. Changes are made to the Help Menu simultaneously. contract NI000009sso 37 3.125nma ATTACHMENT F ACCEPTANCE AND TESTING PROCEDDtJM 1. T'esting As part of Contractor's service project deliverables for rollout, Contractor shall provide the County with a System Test Plan which includes a Module Test, and Integration Test, and Stress Test, and a Regression Test. Contractor's System Test Plan shall include but not be limited to the following: a. Introduction; b. Assumptions; c. System Test Plan; d. System Test Objectives; e. System Test Acceptance Criteria; f. System Test Schedule; g. Responsibilities; h. Resource Requirements; i. Procedures; j. Test Cases; k. Performance Tests; 1. Disaster Recovery Tests. Many of the Tests listed above are part of Contractor's regular testing process. Contractor's service is tested through daily use. Additionally, Contractor will expand the listing above into a comprehensive System Test Plan for the County's approval. Contractor shall perform the requisite system tests as required by the County in Contractor's existent testing environment or other appropriate environment as governed by the System Test Plan for component and functionality testing for County sign -off. Contractor shall provide the County with reporting of documented results of each System Test conducted and certify successful testing results as required. 7. Acceptance Contractor will provide the required User Acceptance Test Results Report within one week of tests as required. Contractor shall include all County required elements in the plan, such as purpose, scripts, objectives, roles, and problem resolution. A high level Test & Acceptance Results Report format that Contractor has found successful previously is listed below. This format will be customized to meet the specific needs of the County. 'test and Acceptance Results Report a. Scope & Plan Overview b. Testing Approach c. Test Schedule (Test ID#, name, description; time and date of execution) d. Description of SetUp Procedures e. Description of Action Procedure f. Description of System Results g. Description of Expected Results h. Description of Actual Results i. Variance Reporting j. Resource Requirements for Resolution k. Corrective Action 1. Summary of Results (with Signature/sign-off line) m. Conclusion coubw N1000009880 38 3M/08 This 'test and Acceptance Results Report shall demonstrate services perform as required and that all features and functions operate as specified. 3. New ]Feature and Enhancement Testing Contractor shall put all new features and enhancements through rigorous testing including Alpha and Beta phase as appropriate prior to rolling out the feature to the client -facing interface. Contractor uses a combination of automated and manual testing to perform ongoing quality assurance testing of the service. For automated testing, Quality Assurance (QA) personnel shall utilize Mercury's QuickTest Pro. Manual testing will be performed on a case -by -case basis for testing where automation will not suffice. All issues are tracked in an internal bug tracking system and subsequently monitored by not only the individual QA personnel, but also all the Directors involved in the development and release of a feature. QA personnel are involved from the beginning of the software development lifecycle and see each feature through from development to final launch and validation. Contractor shall employ QA personnel who has undergone and cleared thorough background checks and possess quality assurance backgrounds and expertise. All major upgrades and updates shall include new user documentation and training as requested. Unlimited new and refresher training is available to all users at any time throughout the lifetime of the contract, should it be desired. If a problem is identified during testing of the proposed system that cannot be remedied within the agreed upon thne, the Contractor shall submit a written response to the County indicating as such and the County shall then return the system to the Contractor and the Contract shall be terminated in accordance with Paragraph F, Acceptance, of this Contract. Contract N1000W9880 39 3t!3.708 ATTACHMENT G TRAD41NG Contractor shall provide unlimited training, new user training, and refresher training to all County users as an included cost of service throughout the lifetime of the Contract. Contractor recommends a web -enabled computer and telephone to accomplish the training. Training can begin within .two (2) to four (4) weeks of Contract execution. Contractor will train as many users as the County deems fit, at all levels of staff and management that will be using the service. Initial training for Technical Training (System Administrators) and End Users typically is performed in a ninety (90) minute training session. Sessions can seat up -to 25 participants per session. For on -site training, the County provides a central site for training. The number of users can be adjusted at the County's request. Contractor shall provide a Train -the -Trainer model at County's request. Contractor shall provide refresher training on -site or via web -access training, at the County's preference. Typically, refresher and new user training is requested by the County annually, and the County may request it at any time, as many times as preferred. Additionally, online help menus and refresher Flash videos are available on the service as well. Contractor shall provide the fallowing documentation to County: 1. End Users - User Guides, Send -A -Message Cheat Sheet, and Dial -In messaging card. 2. System Administratorsfrechnical — All items above, plus the following items: User Management Guide, County Best Practices Guidelines, Introduction Letters, and other Forms, Data Reference Guide and Upload Reference Guide. 3. Train the Trainer Users - All items above minus the Data Reference Guide, plus the following items: Trainer Script for Presentation, Trainer's handbook, Trainer's Guide to Best Practices. Contract N 1000049980 40 Y2908 EXHIBIT T I County of ®range Chiral Support Enforcement Certification Requirements In order to comply with child support enforcement requirements of the County of Orange, within 10 days of award of Contract, the successful Contractor must furnish to the agency/department deputy purchasing agent: A. In the case of an individual Contractor, his/her name, date of birth, Social Security number, and residence address; B. In the case of a Contractor doing business in a form other than as an individual, the name, date of birth, Social Security number, and residence address of each individual who owns an interest of 10 percent or more in the contracting entity; C. A certification that the Contractor has fully complied with all applicable federal and state reporting requirements regarding its employees; and D. A certification that the Contractor has fully complied with all lawfully served Wage and Earnings Assignment Orders and Notices of Assignment and will continue to so comply. The certifications will be stated as follows: "l certify that is in full compliance with all applicable federal and state reporting requirements regarding its employees and with all lawfully served Wage and Earnings Assignment Orders and Notices of Assignments and will continue to he in compliance throughout the term of Contract with the County of Orange_ I understand that failure to comply shall constitute a material breach of the contract and that failure to cure such breach within 10 calendar days of notice from the County shall constitute grounds for termination of the contract. It is expressly understood that this data will be transmitted to governmental agencies charged with the establishment and enforcement of child support orders and for no other purposes and will be meld confidential by those agencies. Failure of the Contractor to timely submit the data and/or certifications required above or to comply with all federal and state reporting requirements for child support enforcement or to comply with all lawfully served Wage and Earnings Assignment Orders and Notices of Assignment shall constitute a material breach of the Contract. Failure to cane such breach within 10 calendar days of notice from the County shall constitute grounds for termination of the Contract. After notification of award, the successful Contractor may use the forms supplied herein, to furnish required information listed above. Contract N 1000009890 41 3:25M8 COUNTY OF ORANGE CHILD SUPPORT ENFORCEMENT CERTIFICATION REQUIREMENTS A. In the case of an individual Contractor, his/her name, date of birth, Social Security number, and residence address: Name: D.O.B: Social Security No: Residence Address: B. In the case of a Contractor doing business in a form other than as an individual, the name, date of birth, Social Security number, and residence address of each individual who owns an interest of 10 percent or more in the contracting entity: Name: D.O.B: Social Security No: Residence Address: Name: D.O.B: Social Security No: Residence Address: Name: D.O.B: Social Security No: Residence Address: (Additional sheets may be used if necessary) Contract N 1000009880 42 3:25108 C. A certification that the Contractor has fully complied with all applicable. federal and state reporting requirements regarding its employees; and D. A certification that the Contractor has fully complied with all lawfully served Wage and Earnings Assignment Orders and Notices of Assignment and will continue to so comply. I certify that is in full compliance with all applicable federal and state reporting requirements regarding its employees and with all lawfully served Wage and Earnings Assignment Orders and Notices of Assignments and will continue to be in compliance throughout the term of Contract with the County of Orange. I understand that failure to comply shall constitute a material breach of the Contract and that failure to cure such breach within 10 calendar days of notice from the County shall constitute grounds for termination of the Contract. Authorized Signature Name Title Contract NIGO0009880 43) V2908 X ; NONDISCLOSURE AGREEMENT NONDISCLOSURE AGREEMENT BETWEEN PACIFIC BELL TELEPHONE COMPANY dba SBC CALIFORNIA, AND THE COUNTY OF ORANGE, CALIFORNIA THIS AGREEMENT, effective this 26th day of June 2008. ("Effective Dated is between PACIFIC BELL TELEPHONE COMPANY dba SBC CALIFORNIA. a California corporation (hereinafter 'SBC Califomia"), County of Orange (hereinafter "Customer") and NTI Group, Inc. (hereinafter "Subcontractor"). 1. Customer has requested Neighborhood Call service from SBC California under SBC California's Tariff. CAL.P.U.C. NO. A9.2.6 and agrees to comply with all provisions of SBC California's Tariff, CAL.P.U.C. NO. A9.2.6. 2. Customer has identified Subcontractor as its agent for obtaining Neighborhood Call subscriber information from SBC California for provision of community alerts and notifications to citizens as defined in California Public Utilities Commission Code Sections 2872 and 2891.1 and as allowed in SBC California's Tariff, CAL.P.U.C. NO. A9.2.6. In the event Customer elects to no longer use Subcontractor for obtaining Neighborhood Call subscriber information, Customer shall provide SBC Califomia written notice of such change 30 days in advance of Subcontractor's agency status being terminated by Customer. 3. Subcontractor certifies that it has reviewed the terms and conditions of the SBC California Tariff, CAL. P.U.C. NO. A9.2.6 for Neighborhood Call and specifically A9.2.6B.2.b which stipulates in part: "The Neighborhood Call database information provided to Customer pursuant to this tariff is confidential and proprietary and such information will be held in confidence and only used and disclosed to Customers employees or its subcontractors and agents with a need to know for purposes of providing a community alert and notifications to citizens as defined in California Public Utilities Code Sections 2872 and 2891.1. Customer agrees that each of its employees, subcontractors or agents receiving or having access to the Neighborhood Call database information will be informed that such information is subject to the terms and conditions of this tariff and the Neighborhood Call database information will remain the property of Pacific; that the Neighborhood Call database information will be treated with the same degree of care as Customer affords to its own highly confidential and proprietary information; and that the Neighborhood Call database information will not be reproduced in any manner, unless otherwise specifically authorized in writing by Pacific. Upon request, Customer will promptly return to Pacific all Neighborhood Call database information in a tangible form or certify to Pacific that such information has been destroyed.' 4. Subcontractor agrees to comply with each of the obligations contained in SBC Califomia's Tariff, CAL. P.U.C. NO. A9.2.6.B.2.b for Neighborhood Call Tariff. Notwithstanding the preceding sentence, Subcontractor agrees that no Neighborhood Call subscriber information will shared with any non -employee of Subcontractor, whether it be a subcontractor or agent, without the written authorization of Customer and the execution of a Nondisclosure Agreement with SBC California_ 5. This Nondisclosure Agreement shall be in effect from the Effective Date until such time that Customer terminates its request for Neighborhood Call service from SBC California or Customer elects to no longer use Subcontractor for obtaining Neighborhood Call subscriber information. Subcontractor's duty to keep the Neighborhood Call subscriber information confidential shall continue beyond the term of this Nondisclosure Agreement until such time that Subcontractor returns to SBC California all Neighborhood Call subscriber information in a tangible form or certifies to SBC California that such information has been destroyed. 6. Nothing contained in this Nondisclosure Agreement shall be construed as granting or conferring any rights by license or otherwise in any Information. 7_ This Nondisclosure Agreement shall benefit and be binding upon the parties hereto and their respective subsidiaries, affiliates, successors and assigns_ 8. This Nondisclosure Agreement shall be governed by and construed in accordance with the laws of the State of California, irrespective of its choice of laws principles. [SIGNATURE PAGE FOLLOWS] PACIFIC BELL TELEPHONE COMPANY dba SBC CALIFORNIA By: Print Name: Title: Date Signed: XXXX (Subcontractor andlor Agent) By Print Name:---- Title- Date Signed: XXXX (Custxneo t By: ` \ ®- Print Name: Teara Le Blanc Title Program Manager Date Signed: June 30, 2008 County Executive Office Countywide Public Mass Notification System Policy and Guideline Effective: June 30, 2008 I. PURPOSE The purpose of this document is to provide governance and guideline on the use and administration of a County of Orange, Countywide Public Mass Notification System, hereinafter referred to as "System". This document is intended to be general, describing countywide policies, jurisdictional roles and responsibilities and activation guidelines rather than specific step-by-step procedures. The step -by step procedures for activation and use will be maintained in a separate document maintained by the Orange County Sheriff's Department Emergency Management Bureau as part of the County's overall planning and response efforts. II. SYSTEM DESCRIPTION The primary intent of the Countywide Public Mass Notification System is to disseminate early warning and time sensitive information to county businesses and residents during time of an emergency event. The Public Mass Notification System is only one component of the County of Orange Public Warning System. As deemed fit by local authorities, the System should be used in conjunction with the other public warning mechanisms including, but not limited to, the Emergency Alert System, sirens and route alerting. The Mass Notification System is available 24/7 and has been pre -loaded with Orange County landline phone numbers (including unlisted) and countywide geographic maps. Additionally, citizens have the option to provide additional contact information via self - registration from county and participating city websites_ Upon local authority decision to activate, the System will be used to send a message, describing the situation and recommended action the public should take, to affected businesses and households via telephone, e-mail and/or text. The County of Orange, County Executive Office (CEO), is the sponsor of the Countywide Public Mass Notification System initiative and will take appropriate measures to ensure that the System is in a state of operational readiness at all times. It is the responsibility of all participating Agencies to maximize Citizen benefits from the System. While the County's intent for implementing and maintaining the System is for "emergency" use; upon consent from local authorities; cities may optionally use the System to disseminate "government -related" non -emergency notifications to citizens and organization resources within its jurisdiction. See Section V. Authorized Use and Section VI11. Cost for policy guidelines relating to non -emergency use. Page 1 of 9 10/23/2008 County Executive Countywide Public Mass Notification System . Policy and Guideline Ill. GOVERNANCE The County of Orange CEO\Chief Information Office will manage the Mass Notification System as a countywide asset under the rules and protocols approved by the Emergency Management Council (EMC) and Operational Area (OA) Executive Board, and agreed upon by each individual Agency when they opt into the system. Use of the System by each Agency is contingent upon that Agency abiding by the contract with the mass notification vendor, and the protocols established by the Emergency Management Council and Operational Area Executive Board. The System utilizes the 9-1-1 database to complete the notifications. The use of the 9-1-1 database is regulated by the California Public Utilities Code (CPUC) sections 2872 and 2891.1. The information contained in the 9-1-1 database is confidential and proprietary and shall not be disclosed or utilized except by authorized personnel for the purpose of emergency notifications. The County of Orange, CEO\Chief Information Office is responsible to ensure that the provisions of the contract are implemented properly. Authorized users must respect the integrity of the database, understand the privacy issues and fully comply with the policies and protocols outlined in this document. if violations of the contract provisions or the EMCIOA Executive Board -approved protocols are made by any individual or Agency, the County of Orange, CEO\Chief Information Office reserves the right to disable that individual's or Agency's login(s). IV. GENERAL SYSTEM FEATURES At minimum, the CEO shall acquire and maintain a Public Mass Notification System capable of meeting the following requirements. A. Licensed for use throughout the County's entire region B. Capacity to send a 45 second message to 10,000 residents and businesses within 10 minutes C. Capacity to send messages via phone; e-mail and text D. Accessible via the public Internet E. Provides audit trail logging and reporting F. GIS map interface for geographic call list generation G. Citizen self -registration web portal (available in English, Spanish and Vietnamese) H. Interactive phone survey technology and reporting I. IVR based notification setup and execution J. Capable of identifying constituents preferred language and sending message in English, Spanish and Vietnamese K. Capable of identifying special needs populations such as those who may need special care during an emergency Page 2 of 9 10/23/2008 Countu Executive Countywide Public Klass Notification System Policy and Guideline V. AUTHORIZED USE. The Mass Notification System is designed to be a countywide asset, available to all Agencies that have a dedicated public safety answering point (PSAP) and resident population they are responsible to make protective action recommendations for. An Agency may participate in the countywide System at no charge when used for emergency purposes. Agencies wishing to participate may do so by having an authoritative representative sign the "Orange County Public Mass Notification System" MOU. Upon signing the agreement, the Agency will be provided a local administrator account, a vendor provided user manual and initial training. Throughout the term of the agreement, the Agency may use the System to send an unlimited number of emergency notifications to the public as well as an unlimited number of emergency and non -emergency inter -department messages. It is recommended that each participating Agency develop and maintain written procedures to identify and address the Agency's specific use of the System within the scope' of this policy guide. Agencies authorized to join the system at no cost are limited to the incorporated cities in the Orange County Operational Area, County agencies and departments, California State University, Fullerton and University of California, Irvine. Each participating Agency will maintain, at minimum, a Local Agency Administrator responsible for implementing and administering use of the System at the local level. A. Emergency Use Use of the Mass Notification System for emergency activity contains two components: (1) the need to disseminate critical, safety -related information to individuals within a short timeframe; and (2) communicating with safety -responder staff; volunteers and involved parties about an approaching or present emergency event. Emergency Public Notifications are limited to: 1. Imminent or perceived threat to life or property 2. Disaster notifications 3. Evacuation notices 4. Public health emergencies 5. Public safety emergencies 6. Any notification to provide emergency information to a defined community As a general rule, the System is to be used when the public is being asked to take some action (e.g. evacuate, prepare to evacuate, shelter in place, boil tap water before drinking, missing child, notification of closure of the incident). The following criteria should be utilized to assist with determining the need to issue an alert: 1. Severity. Is there a significant threat to public life and safety? 2. Public Protection. Is there a need. for members of the public to take a protective action in order to reduce loss of life or substantial loss of property? Page 3 of 9 10/23/2008 Countu Executive Countywide Public Mass Notification System Policy and Guideline 3. Warning. Will providing warning information. assist members of the public in making the decision to take proper and prudent action? 4. Timing. Does the situation require immediate public knowledge in order to avoid adverse impact? 5. Geographical area. Is the situation limited to a defined geographical area? Is that area of a size that will allow for an effective use of the system, given the outgoing call capacity? 6. Are other means of disseminating the information inadequate to ensure proper and time delivery of the information? If the answer to ALL of these questions is "Yes", then an activation of the Mass Notification System for emergency purposes is warranted. Emergency Response Notifications are limited to: 1. Contacting first responders to advise of an emergency 2. Contacting first responders to report for duty due to an emergency 3. Contacting key staff regarding an emergency or crisis situation 4. Contacting agency employees/DSWs to report at a different time or location (or provide an update) due to an emergency 5. Exercises Emergency considerations: 1. Notification shall clearly state situation is an emergency 2. Message length shall not exceed 60 seconds 3_ Always provide a phone number or website where the public can obtain additional or updated information 4. An all clear notification should be sent when applicable B. Inter -Department Communication Participating Agencies may use the Mass Notification System for non -emergency inter- departmental business communication as needed, without cost. It is recommended that individual Agencies identify where this would add value to their operations and establish separate written protocols and procedures for this use. C. Non -Emergency Public Use Use of the Mass Notification System for non -emergency public announcements requires pre -authorization from the local Agency. Non -emergency use shall be consistent and in compliance with the non -emergency guidelines included within. Agencies who contract to use the countywide System for non -emergency activity agree to give precedence to emergency notification call -outs by delaying or terminating non -emergency notification sessions if needed to increase emergency message success. The primary concern for point of failure in this situation is not the Mass Notification System, but the telephone port capacity of local phone providers responsible for delivering calls to residents. Cost associated with non -emergency public notifications is the responsibility of the local Agency, See section VIIL Costs. Page 4 of 9 10/23/2008 County Executive Office Countywide Public Klass Notification System Policy and Guideline Non -emergency public notification use is prohibited for any of the following purposes: 1.. Any message of commercial nature 2. Any message of a political nature 3. Any non -official business (e.g. articles, retirement announcements, etc.) 4. To send a message to an E911 obtained data source; see Section III, Governance, for additional information relating to E911 data use restrictions Non -emergency considerations: 1. Citizens can become desensitized to too many government messages 2. Clearly identify sender or announcement as non -emergency VI. AUTHORIZED SYSTEM USERS In general, those authorized to make notifications will be officials in the local police, fire and city manager departments. County Administrator: The CEO\Chief Information Office will act as the Countywide Public Mass Notification System County Administrator. County Administrator responsibilities are covered in section IX. System Administration and Operation. County User: County Coordinated Communications Center Control One and Emergency Management Bureau personnel will be setup as "County" users. County Users will have permission to access and launch emergency notifications to all jurisdictions within Orange County consistent with County Operational Area public safety response guidelines. Local Agency Administrator: A minimum of one designated Local Agency Administrator will be required for each Agency participating in the countywide System. Local Agency Administrator responsibilities are covered in section IX. System Administration and Operation. Local Agency User: Participating Agencies may have an unlimited number of Local Agency Users. Local Agency Users will have access to resident contact records within their jurisdiction as well as neighboring jurisdictions with an established MOU agreement. Local Agency Users will be authorized and managed by the Local Agency Administrator and may have varied system permissions. Inter -Department User: Inter -departmental users will have permission to inter -departmental contact information only and are authorized to use the system solely for inter -departmental communication including but limited to first responder and volunteer call -outs. VII. ACTIVATION OF THE SYSTEM Each Agency is responsible for launching messages to affected citizens and businesses within their jurisdiction. Determination of authority to request activation of the Mass Notification System rest with local officials, not with the County of Orange or the Orange Page 5 of 9 10/23/2008 Countu Executive Countywide Public Klass Notification System Policy and Guideline County Sheriff's Department Emergency Management Bureau. Detailed activation procedures shall be included in Local Agency Operating Procedure documents. A. Public Notifications 1. The County of Orange is authorized to use the System to send notifications of regional emergencies to any and all residents within the Operational Area (example: Health Officer Countywide order). Upon sending a countywide notification, Orange County Sheriff's Department Emergency Management Bureau will, as soon as possible, advise the appropriate local Agency that mass notifications have, been sent by the County to residents of their cities. 2. Other than regional emergency notifications, public notifications are the responsibility of the individual Agency. In the event that the geographical location of an incident requires a message to be delivered. to multiple jurisdictions, the responsible Agency will inform each individual Agency so that they can send the message to those affected within their own jurisdiction. Exception: Unless otherwise agreed by the Sheriffs Department and the City, unincorporated neighborhoods embedded within City limits will receive mass notification of local city emergency activity from City Officials when the County EOC is not activated. 3. For an Agency wishing to send or receive messages to or from a neighboring Agency during time of a multi -jurisdictional incident, an MOU should be established between both parties that grants permission for the handling Agency to send emergency notification to residents within the affected Agency. 4. In the event a participating Agency is unable to send out an emergency message, the' Orange County Control One Coordinated Communications Center is available to act on the local Agency's behalf. 5. Participating Agencies are authorized to develop pre -established notification lists and messages to meet their individual needs. These lists may include special populations (e.g. in -home care, schools, etc) or those susceptible to certain risks (e.g. homes within dam inundation zone). It is the responsibility of the participating Agency to create, maintain and update these lists. B. Emergency Response and Inter -Department Notifications: 1. Each participating Agency is authorized to create employee/volunteer and department call lists and pre-recorded messages. 2. It is the sole responsibility of each participating Agency to maintain these lists and to launch notifications as deemed necessary. Vlll. COSTS The County of Orange agrees to fund the System for notifications classified as "emergency use". The County of Orange also agrees to continue to purchase updated E911 telephone data and geographic maps. Costs associated with use of the System for non -emergency activity is the responsibility of the local Agency through separate contract with the mass notification Vendor. , Page 6 of 9 10/23/2008 Executive O otntywide Public Mass Notification Syste Policy d Guideline deli IX SYSTEM ADMINISTRATION/OPERATIONS Individual Agencies are responsible for providing logins and procedural training to key individuals within their Agency responsible for using the Mass Notification System. A. County Administrator The County of Orange, CEO1Chief Information Office, will assign and maintain a designated Mass Notification Program Administrator responsible for overall acquisition, accessibility, maintenance, compliance and management of all components required to provide an effective countywide mass notification system. The County Administrator is responsible for: 1. System acquisition and contract management. 2. Policy management and as needed modification (in consultation with CEO, public safety, emergency management and emergency response personnel.) 3. Audit compliance: routine monitoring of System use to insure policy and contract compliance. 4. Access management: record management of signed MOU from each participating Agency, distribution of local administrator accounts and updated local administrator contact list. 5. Data management: E911 data acquisition, update and compliance monitoring. Countywide map file acquisition, update and overall geo-coding. 6_ Testing: facilitate routine System -wide test exercise, document overall test results and recommend and execute, as needed, corrective action at the County level. 7. Public education campaign: initiate and facilitate public education campaign aimed at making the public aware of the countywide public mass notification system initiative and citizen web portal. 8. System support: provide support to Local Agency Administrators. B. Local Agency Administrator Participating Agencies agree to appoint a designated Mass Notification Local Administrator responsible for leading, coordinating, monitoring and optimizing use of the Mass Notification System at the local level. Local Agency Administrator shall act as the Agency's central point of contact and will work collaboratively with the County Administrator to insure local use of the system is within policy and MOU guidelines. Local Agency Administrator is responsible for: 1. Contract acquisition if Agency will use the system for non -emergency purposes. 2. Local Agency Mass Notification Operating Procedure development and management. 3. Use compliance: routine monitoring to ensure System is used within the conditions and terms of this document and associated MOU. 4. Access management: local user account distribution and management, record management of MOU(s) and signed end user P&P. 5. Data management: perform routine data management, error -correcting and data integrity updates to System contact and geo-coded map data. Page 7 of 9 10/23/2008 County Executive Countywide Public Mass Notification System Policy and Guideline 6. Testing: facilitate routine local System test exercise, document local test results and recommend and execute, as needed, corrective action at the local level. 7. Public education campaign: initiate and facilitate public education campaign aimed at making the local community aware of the intended use of the Mass Notification System and citizen web portal. 8. System support: provide support to local Agency end -users. X. INFORMATION SYSTEMS AND SUPPORT The CEO will acquire and maintain 24x7x365 vendor support for the Mass Notification System. Participating Agencies are authorized to contact vendor support as needed. XI. ROUTINE TESTING The Mass Notification System will be tested quarterly. Test exercises will be geared towards insuring that use of the System in an emergency is optimized. This includes testing operational readiness, activation procedures and system effectiveness as well as validating, data and system processes. Through test exercises, System administrators and users will be able to observe the mode of operation to augment and refresh System and process knowledge. Specific test exercise routines, roles, responsibilities and schedule will be detailed in the Operational Area Standard Operating Procedure document. By signing the Mass Notification System MOU, participating Agencies agree to take part in quarterly Mass Notification countywide test exercises. XII. DEFINITIONS 1. Agency - Any organization within the County of Orange who is responsible for protecting a resident population and has a dedicated public safety answering point (PSAP). Jurisdictionally this includes Orange County's incorporated cities, unincorporated area, the University of California, Irvine and California State University, Fullerton. 2 System — All components of the Mass Notification System including hardware, software, access portals, contact data and GIS maps. 3. Resident — Comprises households and businesses. 4. IVR — Interactive Voice Response is a phone technology that allows a computer to detect voice and touch tones using a normal phone call. This technology will allow a user of the Mass Notification System to launch a message to a pre -defined call list when a pc or internet connection is not available. Page 8 of 9 10/23/2008 Executive CountywidePublic Mass Notification Policy and Guideline Revision History: Revision Date Author Description April 18, 2008 PMNS Policy Committee Document originated May 19, 2008 PMNS Executive Review Team Non -emergency session termination in Section V., Item C. June 16, 2008 Teara LeBlanc clause in Section VI1, Item A, bullet 2_ --Exception Page 9 of 9 10/23/2008 AlertOC Participant Enrollment Foam PARTICIPANT NAME: (City, UCI or CSUF) ASSIGNED DEPARTMENT: Primary Secondary Name: Name: LOCAL ADMINISTRATOR Title: Title: Address: Address: E-Mail: E-Mail: Phone: Phone: ❑ Emergency Notifications to the Public TYPE OF USE ❑ Non -Emergency Notifications to the Public (see MOU and Vendor Agreement for cost associated with non -emergency use) (please select all that apply) ❑ First Responder Notification ❑ Inter- Department Communication Select languages which will be used to send public notifications (select up to three) ❑ English ❑ Spanish ❑ Vietnamese Other Caller -ID phone number: SYSTEM E-mail address ID: PREFERENCES (information in this section is specific E-mail display name: and customizable for each participant) Default map center for geo- calving: City Website URL: Web portal contact # E-mail address for web portal Completed By: Date: SYSTEM PREFERENCE DESCRIPTIONS The table below describes the different settings and preferences for the AlertOC system. S)+i ,3}...` M{1'',�'.f" �n ,v� 1 Caller ID phone number A valid city phone number (10-digits) that is displayed on Caller ID devices and cell phones. It is recommended that this phone number setting is used consistently, so that constituents recognize the same phone number over time. Note that any text tag displayed on Caller ID devices for the phone number is controlled by the telephone company. The text tag is the text description published by the phone company for the phone number. 2 E-mail address ID A valid city e-mail address that is displayed in the 'From' field of all e-mail notifications sent from the Connect-CTY service. If a constituent replies to the e-mail notification, the city will receive the e-mail from the constituent. If not set, the default e-mail address used is email@ntigroup.com (will be changing to email@ blackboardconnect.com). This e-mail box is not monitored. 3 E-mail display name A text tag in the e-mail 'From' field that identifies the sender. If not set, the default e-mail display name is set to the city name (e.g., City of ABC). 4 Default map center for geo-calling A valid city physical address that is used as the default address for the map center when using the geo-calling feature. S City website address for web portal A valid city website address which contains the link to the Connect-CTY web portal (usually the main city website). 6 Web portal phone number A valid phone number that is included in the body of the e- mail confirmation sent to a constituent when signing up via the web portal. This can be the same phone number used in #1. Note that the phone number is also inserted in the Terms of Use' for the web portal. Confirmation a -mails are only sent if a web portal e-mail address is set (see #7). 7 Web portal e-mail address A valid e-mail address included in the body of the e-mail confirmation sent to the constituent who signed up via the web portal and provided an e-mail address in their contact information. 7 Web portal e-mail address (cons.) When this e-mail address is set, a confirmation e-mail is sent whenever a constituent adds, edits, or deletes their information via the web portal. Note that the a -mail address is also inserted in the Terms of Use' for the web portal. 8 Language Preference for web portal English is set as the default language. Additional language(s) provided will be listed in a pull -down menu when a constituent signs up via the web portal. The language preference is stored in the web portal record created for the constituent, and works with the 'Language' filter in the Connect-CTY interface. 1. Is the System implemented at the County EOC? The System has been implemented for County EOC use and key staff has been trained. 2. Is the System ready to be implemented at the City level? No. County Board of Supervisor approval of the MOU agreement was rescheduled to the July 22"d meeting so that a change in the indemnification section of the document, recommended by the City of Seal Beach, could be incorporated. This has caused a minor schedule delay, but serves all cities well. 3. Why is this enrollment package being distributed if the MOU isn't scheduled to be approved by the Board of Supervisors until July 22nd? The MOU has been approved by County legal counsel and County risk management. The intent of distributing this enrollment package earlier rather than later is to allow Cities who have indicated enthusiasm of getting a mass notification system in place to begin internal review, approval and planning. 4. What is the purpose of the Local Administrator meeting on July 29th? im To distribute Connect-CTY Local Administrator Welcome Material To provide a demonstration of the Systems configuration To discuss the role of System Administrators ® To coordinate implementation of the System at the local level To share the plan for public awareness activity ® To discuss System testing S. When will City staff receive training? After County BOS MOU approval and upon County receipt of a signed MOU and enrollment form from City, Local Administrators will receive a System user account and Vendor contact name and number to schedule System training. If possible, and depending on the number of persons trained per City, Connect-CTY would like to train a few cities at a time. Local Administrators will be responsible for coordinating training for their city users. 6. How will the Public become aware of the System? • A meeting is scheduled July 14th with County and City PIO's to begin initial discussion and coordination of AIertOC public awareness effort. • Even though the County has implemented the System at the EOC, public awareness effort has been placed on hold until this effort can be coordinated to reduce citizen confusion. 7. Who created the mass notification system usage policy document? County and City emergency management staff worked together to develop the AlertOC usage policy. IT was then reviewed and approved by a sub -committee of EMC staff. 8. Will the phone message to residents come from a City Official or from the County? In general: ® for local emergencies it will come from a City Official ® for regional emergencies it will come from County OA staff ® for all other communication it will come from a City Official For detailed information, please see the usage policy. 9. How will Cities get information for their website? ® Each city will have a unique URL link to its AlertOC web portal; this information will be provided upon receipt of a signed MOU and enrollment form ® City staff can work directly with Connect-CTY to make minor customizations to their portals if desired ® An AlertOC logo and website called www.AlertOC.com is being created and will be shared when complete. 10. Who do we contact to purchase non -emergency use of the System? Chad Castruita Regional Director Blackboard Connect 818-808-1780 11. Was E911 data purchased for all households within Orange County? How often is it going to be updated? Yes, E911 data was purchased from AT&T and Verizon and provides contact information for all of Orange County's households registered in the 911 database. The current plan is to purchase updates quarterly. Upon use of the System, this will switch to monthly if deemed appropriate. 12. Will County staff be able to see all City contact information stored in the System? No. The System has been configured to only share household data amongst County/City users. City Department data will not be visible unless the City specifically provides access. -1°' - �- - - - - - 11 �r •A - INITIATING DEPARTMENT: Police Department SUBJECT: Agreement with the County of Orange Authorizing the Utilization of the Count 's Mass Notification System COUNCIL MEETING DATE: February 2, 2009 RCA ATTACHMENTS STATUS Ordinance (w/exhibits & legislative draft if applicable) Attached ❑ Not Applicable Resolution (w/exhibits & legislative draft if�applicable) Attached ❑ Not Applicable Tract Map, Location Map and/or other Exhibits Attached ❑ Not Applicable Contract/Agreement (w/exhibits if applicable) Attached (Signed in full by the City Attorney) Not Applicable ❑ Subleases, Third Party Agreements, etc. Attached ❑ (Approved as to form by City Attorney) Not Applicable Certificates of Insurance (Approved by the City Attorney) Attached ❑ Not A plicable Fiscal Impact Statement (Unbudgeted, over $5,000) Attached ❑ Not Applicable Bonds (If applicable) Attached ❑ Not Applicable Staff Report (If applicable) Attached ❑ Not Applicable Commission, Board or Committee Report (If applicable) Attached ❑ Not Applicable Findings/Conditions for Approval and/or Denial Attached ❑ Not Applicable EXPLANATION FOR MISSING ATTACHMENTS REVIEWED RETURNED FOR A DED Administrative Staff ( ) ) Deputy City Administrator (Initial) ( ) City Administrator (Initial) ) City Clerk ( ) I EXPLANATION FOR RETURN OF ITEM: RCA Author: Captain Dave Bunetta City of Huntington Beach . 2000 Main Street • Huntington Beach, CA 92648 OFFICE OF THE CITY CLERK JOAN L. FLYNN CITY CLERK February 5, 2009 County of Orange CEO/IT/Finance & Contracts 1501 E. St. Andrew Place, 2"d Floor Santa Ana, CA 92705 Attn: Barbara Voelkel, Deputy Purchasing Agent Dear Ms. Voelkel: Enclosed is the duly executed original of the MOU between the County of Orange and Participants for use of Countywide Mass Notification System. oan L. Flynn, CMC ity Clerk JF:pe Enclosure: MOU G:followup:agrmtltr Sister Cities: Anjo, Japan • Waitakere, New Zealand 1 Telephone: 714-536-5227 )