CM-2015-794 - 5/29/2015City of Round Rock
ROUND ROCK
TEXAS Agenda Item Summary
Agenda Number:
Title: Consider authorizing a Licence Agreement with Strategic Insights, Inc. for
a Plan -It Software program.
Type: City Manager Item
Governing Body: City Manager Approval
Agenda Date: 5/22/2015
Dept Director: Heath Douglas
Cost:
Indexes:
Attachments: LAF.pdf, License Agreement.pdf
Department: Information Technology
Text of Legislative File CM -2015-794
City of Round Rock Page 1 Printed on 5/21/2015
-oo 5- 7 ! f
CITE' OF ROUND ROCK
CONTRACT MANAGEMENT SECTION
CONTRACT APPROVAL FORM FOR CITY MANAGER ACTION
Required for Submission of Specific City Manager Items
Department Name: Information
Project Mgr/Resource: Heath
QCity Manager Approval
Approval
Project Name: License
Contractor/Vendor: Strategic Insights Inc.
WmA woraing
-onsider authorizing a License Agreement with Strategic Insights, Inc. for a Plan -It Software program.
x]Employee E.E. (Ric) Bowden gate May 6, 2015
Notes/Comments
This License Agreement will begin June1, 2016 after 12 months of no cost licensing.
I
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Capiffi lmpravemen/ Plun S^Immo
Plan -It LICENSE AGREEMENT:
Important—Read Carefully.
By installing, copying or using the SOFTWARE PRODUCT (Plan -It) you agree to the terms of this agreement. If you do not agree to the
terms of this Agreement, do not install or use the Software Product; you may return it for a full refund.
SOFTWARE PRODUCT LICENSE PROTECTION
The SOFTWARE PRODUCT is protected by copyright laws w well as other intellectual property laws.
LIMITATIONS
• Not for Resale Software. This SOFTWARE PRODUCT may not be resold for cost or zero cost without the prior permission of
Strategic Insights.
• Network Use. You may store or install a copy of the SOFTWARE PRODUCT on a storage device or network. Use by parties who
may be on the network but are not identified on this license is prohibited.
• System Alteration. This SOFTWARE PRODUCT may not be altered in any way to extend the expiration date or make applicable
to other uses without the prior permission of Strategic Insights.
• Rental. You may not rent, lease or lend the SOFTWARE PRODUCT without the prior permission of Strategic Insights.
• Support Services. Strategic Insights or its suppliers may provide you with technical assistance related to the SOFTWARE
PRODUCT. Use of such support services is governed by the programs described in other Strategic Insights -provided materials.
LIMITED WARRANTY
Strategic Insights warrants that (a) the SOFTWARE PRODUCT will perform substantially in accordance with the accompanying written
materials for a period of ninety (90) days from the date of mceipt, and (b) any Technical Support Services provided by Strategic Insights
or partner shall be delivered to you substantially as described in accompanying materials. All financial and technical data supplied to
Strategic Insights will be held in confidence and only used if permission is granted or if available under the Freedom of Information Act.
LIMITATION OF LIABILITY
To the maximum extent permitted by applicable law, in no event shall Strategic Insights or its suppliers be liable for any special,
incidental, indirect, or consequential damages whatsoever (including without limitation, damages for loss of business profits, business
interruption, loss of business information, or any other pecuniary loss) arising out of the use of or inability or use the SOFTWARE
PRODUCT or the provision of or failure to provide support services. In any case, Strategic Insights' or its suppliers' entire liability under
any provision of this License Agreement shall be limited to the amount actually paid by you for the SOFTWARE PRODUCT.
I have read and agree to the above Plan -It License Agreement.
Signature
Organizationv_,
C' O'C'Jp _
Date / ^ L /2015
** Thank you for reading, signing and entailing a copy to bleskee@CIPsoftware.com
cti, 5--774
CapitaI
l ' i /mPrv.emrnr Plan S en a .
Base Software License
Plan -It base software includc> all the functions needed to
enter, store and edit data and print reports. The annual
cost is determined by the number of departments not
people who will be logging on to the software at your
site. State sales taxes additional where required.
Minimum system requirements include:
- MS Access 2007, 2010 or 2013 (32 or 64-bit version)
- Microsoft Windows (Any version)
Plan -It is offered on an annual license basis, with system
expiration occurring after twelve months. Upon renewal,
an updated version is supplied that includes additional
screen features, reports, system enhancements or
functionality improvements made to the base system.
Plan -It enhancements are based on requests from those
using the software. In most circumstances, files are sent
via email attachment for quick installation.
The base software also includes a User's Guide, Project
Request Form template and initial user training.
Example "1 User -Department' License
Finance (2 people)
(Optional) Technical Support
Though Plan -If requires little support, users may choose
to receive up to 3 hours per license period in support of
the installed system or purchase support on an as -needed
basis. This Includes technical support for system
compatibility or usability issues as well as programming
associated with the user's Microsoft Access upgrades.
FIRST YEAR COST
Base Software: 1 User -Department
($1,350)
Each Additional User -Department
(add $675)
ANNUAL RENEWAL COST
50% of First Year Cost
at time of renewal
25%+ SMALL CITY DISCOUNT
Cities with populations less than
5,000 receive a 25%+ discount on
both the First Year & Renewal Costs
(base software license is $995)
Example "3 User -Department" License
1 Parks (2 people)
/ �� ~ ®•
Finance (1 person)
V
Public Works (2 people)
SUPPORT OPTIONS
3 Hours of Support $150
-or-
Hourly Support @ $150/hr
(Optional) Plan -it! Business Services
- Data Pre -Loading. Save time by having Plan -It Variable cost based on the
delivered with your current CIP data already entered. project scope. Upon request,
- Group Training (beyond initial introduction). These no -obligation project proposals
sessions help users become more effective and efficient, will be supplied.
Strategic Insights Inc. - 144010'l'St. #2O9 - Bellingham, IPA - 98225 - (951) 994-/744 - bleskee@CIPsoftware.com
June 1, 2015
Strategic Insights Inc.
1440 loth St. #209
Bellingham, WA 98225
XAS
To Whom It May Concern:
Mayor
Alan McGraw
Mayor Pro -Tem
George White
Councilmembers
Craig Morgan
Frank Leff ingwell
Will Peckham
John Moman
Kris Whitfield
City Manager
Laurie Hadley
City Attorney
Stephan L. Sheets
On May 29, 2015, Assistant City Manager, Bryan Williams, executed a License Agreement
with Strategic Insights, Inc. for a Plan -It Software program.
Enclosed is an executed original for your files. If you have any questions, please feel free to
contact Heath Douglas, Information Technology Director at (512) 218-55o8.
Sincerely,
Monique Adams
Assistant to the City Manager
Enclosure
File -CM -2015-794
CITY OF ROUND ROCK 221 East Main Street, Round Rock, Texas 78664
[P] 512.218.5410 • [F] 512.218.7097 • roundrocktexas.gov