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HINDERLITER, DE LLAMAS AND ASSOCIATES
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Last modified
6/10/2025 9:58:02 AM
Creation date
5/13/2025 11:42:29 AM
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Contracts
Company Name
HINDERLITER, DE LLAMAS AND ASSOCIATES
Contract #
A-2025-053
Agency
Finance & Management Services
Council Approval Date
5/6/2025
Expiration Date
4/14/2030
Insurance Exp Date
5/26/2026
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Docusign Envelope ID:69F3BA28-FBFA-4209-9180-400342F73326 <br /> EXHIBIT A <br /> SCOPE OF WORK <br /> LOCAL TAX SOFTWARE SOLUTION <br /> This Agreement sets forth the terms and conditions under which Hinderliter, de Llamas & <br /> Associates dba HdL (hereinafter referred to as "Consultant")agrees to license to the City of Santa <br /> Ana certain hosted business license tax software and provide all other services necessary for <br /> productive use of such software including customization / integration, user identification and <br /> password change management, data import/ export, monitoring, technical support, maintenance, <br /> offsite or onsite training, backup and recovery, and change management (collectively, the <br /> "Services") as further set forth and described in this Exhibit. <br /> 1. Services <br /> 1.1. Authorized Users — Consultant grants City a renewable, irrevocable, nonexclusive, <br /> royalty-free, and worldwide right and license for any City employee, contractor, or agent, <br /> or any other individual or entity authorized by City, (each,an"Authorized User")to access <br /> and use the Services. Other than any limitations otherwise described herein, Authorized <br /> Users will have no other limitations on their access to or use of the Services. <br /> 1.2. Acknowledgement of License Grant--For the purposes of 11 U.S.C. § 365(n),the parties <br /> acknowledge and agree that this Agreement constitutes a grant of a license to City to use <br /> intellectual property in software form, by Consultant. <br /> 1.3. Changes in Number of Authorized Users — City is entitled to increase or decrease the <br /> initial number of Authorized Users ("Minimum Commitment"), on an as-requested basis; <br /> provided, however, that City shall maintain the Minimum Commitment of ten (10) users <br /> unless the parties otherwise agree to adjust the Minimum Commitment. Should City elect <br /> to change the number of Authorized Users, Consultant shall reduce or increase Authorized <br /> Users specified in this Exhibit and adjust the prospective Services Fees accordingly no <br /> later than five (5) business days from City's written request. <br /> 1.4. Control and Location of Services — The method and means of providing the Services <br /> shall be under the exclusive control, management, and supervision of Consultant, giving <br /> due consideration to the requests of City. Cloud based storage shall be used for the <br /> purposes of this Agreement.All permitted cloud storage shall comply with ISO/IEC 27001 <br /> 27799 as applicable, or successor standards thereto. Except as otherwise expressly set <br /> forth in this Exhibit,the Services(including all data storage),shall be provided solely from <br /> within the continental United States and on computing and data storage devices residing <br /> therein, and all such locations shall be disclosed to City annually and within thirty (30) <br /> days of the effective date of this Agreement. <br /> 1.4.].Subcontractors — Consultant shall not enter into any subcontracts for the <br /> performance of the Services, or assign or transfer any of its rights or obligations under <br /> this Agreement, without City's prior written consent and any attempt to do so shall <br /> be void and without further effect and shall be a material breach of this Agreement. <br /> Consultant's use of subcontractors shall not relieve Consultant of any of its duties or <br /> obligations under this Agreement. <br /> 1.5. Changes in Functionality — During the term of this Agreement, Consultant shall not <br /> reduce or eliminate functionality in the Services. Where Consultant has reduced or <br /> 1211802.2 Page 11 of 20 <br />
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