S-DASOBO-00017534_ADDENDUM 1 FINAL.docx

OregonBuys® Bid Number: S-10700-00017534 Secure Services Edge (SSE) Solution

Addendum No. 1

OregonBuys bid number: S-10700-00017534 secure services edge (sse) solution

ADDENDUM 1

PURPOSE

The purpose of this addendum is:

Amend the Cover Page of the Request for Proposal (RFP) Amend Attachment A, Sample Price Agreement

MODIFICATIONS

The RFP Cover Sheet is amended as follows (new language is bold and underlined, deleted language is shown in strikethrough):

Single Point of Contact (SPC) E-mail jennifer.alton@das.oregon.gov jennifer.alton@das.comcast.net Attachment A, Sample Price Agreement, is hereby replaced in its entirety with the revised Attachment A.

Next page for Attachment A, PROTEST

Protests to this addendum must be submitted in the manner required in RFP Section 4.5.2 and are due 2 Business Days from the publish date and time of this Addendum to OregonBuys®.

State of Oregon

PRICE AGREEMENT [PA NUMBER]

FOR

secure services edge (SSE) Solution

BETWEEN

Oregon department of administrative services, State procurement services

AND

[vendor NAME]

Table of Contents

LIST OF EXHIBITS

EXHIBIT A – SAMPLE OF WORK ORDER CONTRACT (WOC)

EXHIBIT B – SAMPLE PURCHASE ORDER

EXHIBIT C - INSURANCE REQUIREMENTS

EXHIBIT D – RIDER TO TERMS OF SERVICE

This Price Agreement (Agreement) is between the State of Oregon, acting by and through the Oregon Department of Administrative Services, Procurement Services (DAS SPS), on behalf of State Agencies and ORCPP members (each Authorized Purchaser or EIS Governed Agency) and [insert Contractor’s name], a [insert state of incorporation] (Contractor).

Agreement

PARTIES

The only parties to this Agreement are DAS SPS and Contractor.

Agency Contract Administrator:

Name: Jennifer Alton, IT Procurement Analyst Address: 155 Cottage St. NE. Salem, OR 97301 Phone: (971) 375-5158 Email: Jennifer.alton@das.oregon.gov

Contractor Contract Administrator:

Authorized Purchasers may purchase Goods and Services, as specified in Exhibit A, by placing an Order via issuance of a Work Order Contract (WOC) or placing an Order via any other method authorized by DAS SPS pursuant to this Agreement. The only parties to Contracts are the applicable Authorized Purchaser and Contractor. DAS SPS is an intended beneficiary of each Contract created by an Order.

EIS-governed State Agencies will follow EIS enterprise baseline configurations and approved shared tenant administration. Other Authorized Purchasers may use a separate tenant or ordering architecture as specified in their Order; no purchaser obtains access to another purchaser’s data, connectors or tenant solely by purchasing under this Agreement. A dispute under one Order does not suspend unrelated Orders.

Definitions “Agency” “State Agency” or “State Agencies” means one or more executive branch agencies of the State of Oregon that are boards, commissions, departments, or agencies whose costs are paid, in whole or in part, from funds held in the State Treasury “Agreement” or "Price Agreement" means this agreement between Contractor and DAS SPS under which Contractor agrees to hold prices and terms and conditions firm for a specified period of time for the benefit of Authorized Purchaser.

“Authorized Purchaser” means EIS and any State of Oregon agency, board, commission, or other governmental entity, expressly authorized by DAS SPS to acquire Solution components or Services under this Contract. Each Authorized Purchaser will receive the protections, pricing, service levels, security commitments, warranties, and remedies applicable to its Ordering Document.

“Business Day” means Monday through Friday, 8:00 a.m. to 5:00 p.m., Pacific Time, excluding State of Oregon holidays and business closure days.

“Cooperative Purchaser” means a city, county, port, political subdivision, non-EIS entity, or other cooperative procurement participant authorized by the State’s central procurement authority to use this Contract. A Cooperative Purchaser may acquire and deploy the Solution independently and is not part of an EIS-managed tenant unless EIS expressly agrees in writing.

“Component” means an independently orderable SSE capability, including Zero Trust Network Access, Secure Web Gateway, Cloud Access Security Broker, Data Loss Prevention, Digital Experience Monitoring, Remote Browser Isolation, Firewall as a Service, DNS Security, SaaS or API Security, or another capability identified in Exhibit H. The State is not required to purchase every Component.

“Defect” means a failure of the Services to operate in accordance with Requirements, an applicable Statement of Work, an SLA, or another obligation under this Contract. A Defect may be demonstrated through reproduction, logs, telemetry, monitoring, a security finding, repeated user impact, or other reasonably reliable evidence. Agency is not required to reproduce an intermittent or vendor-infrastructure-dependent failure as a condition of classification or remedy. A Defect may include a Data Error or a problem with the Services or documentation. Prior to Final Acceptance, a Defect may result from a missed, missing, or misinterpreted Requirement. Defect Levels are established in Exhibit B.

“Department of Administrative Services, Procurement Services (DAS SPS) means the Agency with central procurement authority acting on behalf of the State of Oregon.

“Calendar Day” means contiguous days.

"Contract" means the entire agreement between Contractor and an Authorized Purchaser, comprised of an Order and this Agreement, including any exhibits and amendments to this Agreement or an Order.

“EIS-Governed Agency” means an executive-branch agency, board, or commission subject to EIS enterprise governance, architecture, security baselines, and centrally administered tenant requirements for the Solution.

"Goods" means the individual items described in Exhibit A that are available for purchase.

“Order” means a Purchase Order or Work Order Contract (WOC) issued in conformance with this Agreement, or a request for Goods or Services made by an Authorized Purchaser via any other method authorized in advance in writing by DAS SPS.

“Protected Class” means a group of persons distinguished by race, color, religion, sex, sexual orientation, national origin, marital status, veteran status, disability, or age.

"Purchase Order" means an ordering instrument between Authorized Purchaser and Contractor substantially in the form attached as Exhibit B that creates a Contract.

"Services" means the services, such as subscription, training, assessment and planning, content development, or maintenance and support services, described in Exhibit A that are available for purchase.

"Specifications" means the specific attributes of the Goods and Services as described in Exhibit A.

"State" means the State of Oregon.

“Statement of Work” means the document in a Contract that describes any custom Services. A Statement of Work will describe the tasks, deliverables, acceptance criteria, schedule, fees for fixed price deliverables, payment schedule, and any other items as agreed by the parties to the Contract.

“Ordering Document” means a purchase order, work order, Statement of Work, or other written ordering instrument issued by DAS SPS, EIS, or an Authorized Purchaser under this Contract. An Ordering Document may identify selected Components, quantities, terms, implementation services, participating agencies, and funding source without reducing any protection established by this Price Agreement.

Term of Agreement The initial term of this Agreement begins on the date this Agreement has been signed by DAS SPS and Contractor and all required approvals have been obtained (the “Effective Date”) and ends five years after the Effective Date unless sooner terminated or extended as provided in this Agreement.

Renewal Options. Subject to all required approvals, available authority, satisfactory Contractor performance, and written amendment, the State may extend the Contract in one or more renewal periods. The aggregate initial and renewal term will not exceed fifteen years. No renewal is automatic, and no minimum purchase or future onboarding commitment is created by the availability of renewal options.

Termination of Agreement

1.1.1 Parties’ Right to Terminate by Mutual Consent. This Agreement may be terminated at any time by mutual written consent of DAS SPS and Contractor.

1.1.2 DAS SPS Right to Terminate. DAS SPS may, in its sole discretion, terminate this Agreement, in whole or in part, for any reason upon 30 Calendar Days written notice to Contractor.

1.1.3 Effect of Termination.

Following the date of termination (including by expiration), Contractor shall not accept new Orders.

Termination of this Agreement does not terminate the rights or obligations of any party to a Contract executed before termination of this Agreement.

Termination of this Agreement closes accounts for online Orders and terminates Contracts that are “blanket” Orders in which Contractor is not legally required to deliver specific quantities of Goods or Services at specific times.

Performance and delivery Statewide Price Agreement. Contractor shall make the pricing, Components, Services, warranties, security protections, SLAs, and other Contract terms available to all Authorized Purchasers. Contractor shall accept Ordering Documents consistent with this Contract and shall not require an Authorized Purchaser to accept click-through, URL-based, online, purchase-order, or other additional terms unless incorporated through a written Contract amendment.

Statewide Quantity Aggregation. Quantities purchased by EIS and all Authorized Purchasers will be aggregated for determining applicable volume tiers and discounts. Contractor shall apply the lowest price for the aggregate tier achieved and shall not reduce discounts because Components are ordered in phases, by different agencies, or under separate Ordering Documents.

Agency Independence. Contractor shall not suspend or impair the enterprise tenant, another agency, or any unrelated Service because of a payment dispute or alleged default involving a single Authorized Purchaser. Contractor shall provide advance written notice to DAS SPS and EIS before taking any action affecting access or service.

Purchaser Operating Model. EIS-Governed Agencies will use the shared or centrally administered tenant architecture, enterprise baseline configurations, connectors, policies, integrations, and supporting controls designated by EIS. Cooperative Purchasers are responsible for their own tenant, connectors, infrastructure, administration, implementation, and security configuration unless an Ordering Document expressly provides otherwise. Contractor shall maintain clear separation between these operating models and shall not grant a Cooperative Purchaser access to an EIS-managed tenant or Agency Data.

Modular Acquisition. The State may acquire any Component separately or in any combination. Contractor shall disclose all technical, licensing, and commercial dependencies and shall not condition the functionality or pricing of a purchased Component on acquisition of an unpurchased Component unless the dependency is expressly stated in Exhibit H.

ORDERING

Authorized Purchasers may purchase Goods and Services during the term of this Agreement using an approved ordering method.

Threshold. Authorized Purchasers that are State Agencies under DAS procurement authority may issue Order Documents under this Price Agreement for any dollar amount without further delegation of procurement authority from DAS. Notwithstanding the foregoing DAS delegation, Authorized Purchasers that are agencies of the State of Oregon must obtain all other necessary approvals, including but not limited to legal sufficiency approval, as may be required.

Authorized Purchasers that are State Agencies must use one of the following as an ordering instrument:

a) The DAS SPS approved purchase order form attached as Exhibit B; or

a. An electronic ordering method authorized in advance in writing by DAS SPS’ Contract Administrator to Contractor.

Authorized Purchasers that are not State Agencies may use their own forms as ordering instruments, or an electronic ordering method authorized in advance in writing by DAS SPS’ Contract Administrator to Contractor.

To be effective, an Order must include at least all of the following:

a. Language stating that the Order is submitted under this Agreement (and include the Agreement reference number from the Agreement coversheet).

b. The specific Goods and Services and quantities of each item ordered.

c. Pricing for each item purchased and the net price.

d. The requested delivery schedule.

e. The delivery method(s).

f. The invoicing address.

g. Authorized Purchaser’s Authorized Representative and relevant contact information, including email address and telephone number.

h. For any custom professional services, a Statement of Work.

Orders may also include:

i. Any terms required by a funding source (such as federal terms and conditions).

j. Any terms reflecting insurance requirements that are in addition to, higher, or both, if required by Authorized Purchaser.

Except where this Agreement allows for Contract-specific terms and conditions, a Contract created by an Order consists only of the terms of this Agreement, including its exhibits and attachments. Additional, different, or conflicting terms and conditions in any Order or associated with an electronic order method will not modify or amend the terms. Any electronic or online ordering method is subject to Exhibit D, Rider to Terms of Service.

Subject to the provisions of this Agreement, Contractor shall accept Orders from Authorized Purchasers that comply with the provisions of this Agreement until this Agreement terminates. Contractor may, but is not required to, accept an Order requesting a delivery schedule less than any minimum lead time, if any, specified in Exhibit A.

An Order is deemed accepted by Contractor unless Contractor rejects it within five (5) Business Days after it is received. Contractor may reject an Order: i) using the same means as were used to deliver the Order, or ii) by e-mail if that information is evident on the ordering instrument. Contractor shall specify the reason(s) for rejection.

Accepted Orders establish separate Contracts between Authorized Purchasers and Contractor and include the terms set forth in Sections 2 and 3.

DAS SPS is not obligated or liable under an Order unless DAS SPS is purchasing Goods or Services as an Authorized Purchaser.

Nothing in this Agreement obligates any Agency or Authorized Purchaser to place any Order.

Contractor shall reject an Order from any entity that is not an Authorized Purchaser under this Agreement. Contractor may verify that Authorized Purchasers are ORCPP participants at the following address: http://www.oregon.gov/das/Procurement/Pages/Orcppmember.aspx.

Contractor shall reject an Order that does not meet the requirements of this Agreement.

Contractor shall make the pricing, Components, Services, warranties, security protections, SLAs, and other Contract terms available to all Authorized Purchasers. Contractor shall accept Ordering Documents consistent with this Contract and shall not require an Authorized Purchaser to accept click-through, URL-based, online, purchase-order, or other additional terms unless incorporated through a written Contract amendment.

Prices Except as provided in this section, during the Term of this Agreement, Contractor shall offer Goods and Services to Authorized Purchasers at prices that do not exceed the prices listed in Exhibit A.

Purchases by EIS and all participating Authorized Purchasers shall count toward the same contract-wide volume tiers and discount thresholds. Contractor shall not require purchase of an unrelated SSE module as a condition of ordering another listed component Contractor and Authorized Purchaser may agree to lower prices for Goods and Services. Those lower prices apply only to the applicable Contract between Contractor and Authorized Purchaser.

Price Decreases Contractor shall give Authorized Purchasers the immediate benefit of any price decrease that Contractor offers to any other customer. Contractor shall promptly notify Authorized Purchasers of the amount and effective date of each decrease. This decrease applies to Orders placed on or after the effective date of the decrease, and to any ongoing Services under an active Contract.

Should such decreased prices again increase during the term of this Agreement, including any extensions, DAS SPS will honor the request for increase if acceptable documentation verifying the increase is submitted to DAS SPS. DAS SPS retains sole discretion to determine what constitutes acceptable documentation.

Contractor shall subtract from prices charged to an Authorized Purchaser any unit price decrease that has been achieved or gained by Contractor, whether through the publisher or otherwise. Contractor shall give Authorized Purchaser the immediate benefit of the decrease. Contractor shall promptly notify DAS SPS of the amount and effective date of the decrease.

Other Price Adjustments Subject to the following, either party to this Agreement may request a price adjustment, in whole or in part.

Contractor may request price increases from DAS SPS no more often than once per calendar year, commencing after the five-year initial term of the Effective Date of this Agreement. Contractor must submit a request to DAS SPS in writing at least 60 Calendar Days before the proposed effective date of the increase. The request must show all proposed increases by line item and include supporting documentation acceptable to DAS SPS. DAS SPS may require Contractor to provide U.S. Bureau of Labor Statistics Producer Price Index or Consumer Price Index data or any other relevant manufacturer or industry data substantiating the increase. A price increase may not produce a higher profit margin for Contractor than at the beginning of the initial term of this Agreement, and no increase may exceed 10% of the price immediately before the increase.

volume sales report (vsr) and vendor collected administrative fee (vcaf) During the term of the Agreement, as directed by DAS SPS Contractor must submit a VSR that outlines total dollars spent by each Authorized Purchaser during the previous reporting period. Contractor shall use the sales information from this report to calculate and remit a VCAF to be paid to DAS SPS equal to 2% of Contractor’s Gross Sales, less any credits, made to Authorized Purchasers during the reporting period during the term of this Agreement pursuant to the process defined by DAS SPS found at:

https://www.oregon.gov/das/Procurement/Pages/Supplier.aspx Reporting requirements Contractor shall complete itemized reporting that verifies its VSR. Itemized tracking including quarterly reports is necessary, along with regular reports that can be sorted by Authorized Purchaser, including product, volume, spend, and sustainability attribute. The reports must clearly identify the sustainability criteria each product meets, particularly those certifications and standards that are referenced in the product specifications.

These reports must include at least the following information:

1. State of Oregon Price Agreement number;

2. Usage broken down by Authorized Purchaser, political subdivision and location;

3. Number of Orders placed;

4. Total dollar value of Orders placed during the reporting period;

5. Average value of each Order; and

6. Number of Orders with ongoing delivery of Goods and/or Services.

insurance Contractor shall obtain insurance coverage as specified in Exhibit C and shall maintain the insurance throughout the term of this Agreement and all Contracts. An Authorized Purchaser may require higher insurance amounts, additional insurances, or both, in a Contract.

Miscellaneous Choice of Law The laws of the State of Oregon (without giving effect to its conflicts of law principles) govern all matters arising out of or relating to this Agreement, including, without limitation, its validity, interpretation, construction, performance, and enforcement.

Designation of Forum and Consent to Jurisdiction A party bringing a legal action or proceeding against any other party arising out of or relating to this Agreement shall bring the legal action or proceeding in the Circuit Court of the State of Oregon for Marion County. Each party hereby consents to the exclusive jurisdiction of such court, waives any objection to venue, and waives any claim that such forum is an inconvenient forum.

Amendments No amendment to this Agreement is valid unless it is in writing and signed by the parties. Any amendment that provides for additional Goods or Services may only provide for Goods or Services directly related to the scope of goods and services described in RFP S-10700-00007215. Either DAS SPS or Contractor may request a change to this Agreement, including to any of its exhibits, by submitting a written proposal describing the desired change to the other party.

Transfer Contractor shall not assign, delegate or otherwise transfer any of its rights or obligations under this Agreement without first obtaining the written consent of DAS SPS. DAS SPS’s consent to any subcontract (or other delegation of duties) does not relieve Contractor of any of its duties or obligations under this Agreement. This Agreement is binding upon and inures to the benefit of each of the parties, and, except as otherwise provided, their permitted legal successors and assigns.

Counterparts This Agreement may be executed in two or more counterparts, each of which is an original, and all of which together are deemed one and the same instrument, notwithstanding that all parties are not signatories to the same counterpart.

Force Majeure Neither party is responsible for delay or default caused by an event beyond the control of the party whose performance is interfered with, and, which by the exercise of reasonable diligence, the party is unable to prevent. DAS SPS may terminate this Agreement upon written notice after determining such delay or default will reasonably prevent successful performance of this Agreement.

In the event of any such delay, Contractor’s obligations are suspended to the extent of and for the duration of such cause. However, Contractor shall take all good faith efforts to eliminate the cause of any such delay, and upon the cessation of such cause, shall resume performance of Contractor’s obligations with all reasonable diligence. If necessary, the period for performance under this Agreement will be extended to enable Contractor, once such causes have been removed, to fulfill its obligations hereunder.

Entire Agreement This Agreement, together with the attached exhibits, constitutes the entire agreement between the parties and merges all prior and contemporaneous communications with respect to the subject matter.

Notices Except as otherwise provided in this Agreement, any communications between the parties or notices to be given under this Agreement must be given in writing by email, personal delivery, or mailing the same, postage prepaid, to Contractor or DAS SPS at the email address, postal address or telephone number set forth on the first page of this Agreement, or to such other addresses or numbers as either party may indicate pursuant to this section. Any communication or notice so addressed and mailed is effective five Business Days after mailing. Any communication or notice given by personal delivery is effective when actually delivered. Any notice given by email is effective when the sender receives confirmation of delivery, either by return email, or by demonstrating through other technological means that the email has been delivered to the intended email address.

Intended Beneficiaries DAS SPS and Contractor are the only parties to this Agreement and are the only parties entitled to enforce its terms. Nothing in this Agreement gives, is intended to give, or will be construed to give or provide, any benefit or right, whether directly, indirectly, or otherwise, to third persons unless such third persons are individually identified by name herein and expressly described as intended beneficiaries of the terms of this Agreement. Authorized Purchasers are intended beneficiaries of the Agreement.

Waiver The failure of DAS SPS to enforce any provision of this Agreement or the waiver of any violation or nonperformance of this Agreement in one instance does not constitute a waiver by DAS SPS of that or any other provision nor is it a waiver of any subsequent violation or nonperformance. Such failure to enforce or waiver, if made, is effective only in the specific instance and for the specific purpose given.

Certification of Compliance with Tax Laws By signature on this Agreement, Contractor certifies that it has complied with the tax laws of this State and the applicable tax laws of any political subdivision of this State. Contractor shall, throughout the duration of this Agreement and any Contract, comply with all tax laws of this State and all applicable tax laws of any political subdivision of this State. For the purposes of this section, “tax laws” includes: (i) All tax laws of this State, including but not limited to ORS 305.620 and ORS chapters 316, 317, 318 and 319; (ii) Any tax provisions imposed by a political subdivision of this State that apply to Contractor, to Contractor’s property, operations, receipts, or income, or to Contractor’s performance of or compensation for any work performed by Contractor; (iii) Any tax provisions imposed by a political subdivision of this State that apply to Contractor, or to goods, services, or property, whether tangible or intangible, provided by Contractor; and (iv) Any rules, regulations, charter provisions, or ordinances that implemented or enforced any of the foregoing tax laws or provisions.

Any failure to comply with the provisions of this subsection 1.10.11 constitutes a material breach of this Agreement and any Contract. Any failure to comply entitles DAS SPS to terminate this Agreement and any Contract, and to pursue and recover any and all damages that arise from the breach and the termination, and to pursue any or all of the remedies available under this Agreement or a Contract, at law, or in equity, including but not limited to:

1. Termination of this Agreement or Contract, as applicable, in whole or in part;

2. Exercise of the right of setoff, and withholding of amounts otherwise due and owing to Contractor, in an amount equal to State’s or Authorized Purchaser’s setoff right, without penalty; and

3. Initiation of an action or proceeding for damages, specific performance, declaratory or injunctive relief. DAS SPS or an Authorized Purchaser may recover any and all damages suffered as the result of Contractor's breach of this Agreement or a Contract, including but not limited to direct, indirect, incidental and consequential damages, costs of cure, and costs incurred in securing replacement Goods or Services.

Contractor shall, to the maximum extent economically feasible in the performance of this Agreement, use recycled products where possible. This includes paper, “PETE” and other materials as defined in ORS 279A.010 [1][gg], [hh] and [ii].

Contractor shall retain, maintain, and keep accessible all records relevant to this Agreement (the “Records”) for a minimum of six years, or such longer period as may be required by applicable law following expiration or termination of the Agreement, or until the conclusion of any audit, controversy or litigation arising out of or related to the Agreement and each Contract, whichever date is later. Financial Records will be kept in accordance with Generally Accepted Accounting Principles (GAAP). During the record-retention period established in this section, Contractor shall permit DAS SPS and each Authorized Purchaser and its duly authorized representatives, and the federal government, access to the Records at a reasonable time and place for purposes of examination and copying.

Performance Evaluations DAS SPS may conduct evaluations of Contractor’s performance during the term of this Agreement. DAS SPS will compile and maintain completed evaluations, which will become a written record of Contractor’s performance. DAS SPS may also maintain as part of that written record information obtained from Contractor during an exit interview following Agreement termination. DAS SPS may provide copies of any documents in the written record to Contractor and third parties upon request. DAS SPS may use performance evaluations in any way it deems necessary, in its sole discretion, including but not limited to making responsibility determinations and decisions to award contracts.

Oregon Department of Revenue Reporting This Agreement and Contract(s) will be reported to the Oregon Department of Revenue. The Department of Revenue may take any and all actions permitted by law relative to the collection of taxes due to the State or a political subdivision, including (i) garnishing Contractor’s compensation under this Agreement or any Contract or (ii) exercising a right of setoff against Contractor’s compensation under this Agreement or a Contract for any amounts that may be due and unpaid to the State of Oregon or its political subdivisions for which the Department of Revenue collects debts.

Standard Terms for Contracts Under This Agreement

CONTRACT DOCUMENTS; ORDER OF PRECEDENCE

The Contract consists of the Order and the provisions in Sections 2 and 3 of this Agreement, and any terms allowable under Section 1.5. In the event of a conflict between the Order and provisions in Sections 2 and 3, unless a Contract specifies otherwise, the provisions in Sections 2 and 3 take precedence.

PAYMENT

Contractor shall look solely to Authorized Purchaser for payment of all amounts that may be due under this Contract. AUTHORIZED PURCHASER IS SOLELY RESPONSIBLE FOR PAYMENT UNDER THIS CONTRACT.

Subject to Authorized Purchaser’s acceptance of Goods and Services, Authorized Purchaser will issue payment for correct, undisputed invoices within 45 Calendar Days after the date of receipt of the invoice.

Authorized Purchaser will not pay or reimburse any expenses incurred by Contractor except as authorized in the Contract and approved in advance by Authorized Purchaser. If Authorized Purchaser is a State Agency, any authorized travel expenses must comply with the Oregon Accounting Manual.

OVERDUE CHARGES

Contractor may assess a late fee of up to a maximum rate of two-thirds of one percent per month (8% per annum) on any outstanding balance. All payments are subject to ORS 293.462.

PAYMENT ADDRESS

Authorized Purchaser will send payments to the address specified in Contractor’s invoice.

INVOICES

Contractor shall submit an invoice to Agency’s Contract Administrator, no more frequently than once per month, for Goods and Services accepted in accordance with the Contract. Each invoice must Include:

1. Price Agreement number.

2. Contract number.

3. Goods and Services ordered.

4. Date delivered or accepted, as applicable.

5. Itemized Goods delivered and Services performed.

6. The price per item.

7. The total amount invoiced.

8. The address to which payment is to be sent.

funds aVailable and authorized If Authorized Purchaser is a State Agency, payment obligations under a Contract are conditioned upon Authorized Purchaser receiving funding, appropriations, limitations, allotments, or other expenditure authority sufficient to allow Authorized Purchaser, in the exercise of its reasonable administrative discretion, to meet its payment obligations under a Contract. At the time the Order was issued, Authorized Purchaser had sufficient funds available and authorized to make payments under a Contract.

prices Contractor represents and warrants that it offers Goods and related Services to Authorized Purchasers at prices that do not exceed the prices listed in Exhibit A.

CANCELATION, ACCEPTANCE Testing Right to Cancel. Authorized Purchaser may cancel an Order in whole or in part before Goods or Services are delivered or commenced.

Acceptance Testing. Authorized Purchaser will begin acceptance testing of the Goods and Services upon receipt and/or installation, as appropriate. Unless otherwise agreed in a Statement of Work, Authorized Purchaser has a 30 Calendar Day period from the date installation is completed to determine if the Goods or Services meet or exceed the requirements of the Contract, inclusive of all specifications and any acceptance criteria in a Statement of Work (Acceptance Test Period).

On or before the last date of the Acceptance Test Period, Authorized Purchaser will notify Contractor in writing regarding whether the Goods and/or Services have passed or failed acceptance testing. If the criteria of acceptance testing are met, then Authorized Purchaser ’s notification will be of Authorized Purchaser ’s acceptance. If the criteria for acceptance testing are not met, Authorized Purchaser will give Contractor written notice of the rejection and describe the failures in reasonable detail.

In the event of failure of acceptance testing, Authorized Purchaser , at its sole option, may either (i) cancel the Order and return any Goods to Contractor, and Contractor shall provide a full refund including reimbursement of any shipping and handling charges; or (ii) allow Contractor a set period of time to replace, modify, or repair the Goods or Services, at no additional cost to Authorized Purchaser , to make the non-conforming Goods or Services conform to the requirements of this Contract and all specifications and acceptance criteria. Following replacement, modification, or repair, Authorized Purchaser will have a further Acceptance Test Period in accordance with Section 2.8.2. If the Goods fail the Acceptance Test Period a second time, Authorized Purchaser may exercise its options available under this Section 2.8 or notify Contractor of its default under Section 2.17 and pursue its available remedies.

LicensING AND TERMS Contractor Intellectual Property. “Contractor Intellectual Property” means any intellectual property that is owned by Contractor and contained in or necessary for the use of the Goods or Services. Contractor Intellectual Property includes software and applications owned by Contractor, inclusive of Services available for purchase under Exhibit A of the Agreement, documentation, and derivative works and compilations of any Contractor Intellectual Property.

Contractor retains ownership of all Contractor Intellectual Property that Contractor delivers to Authorized Purchaser pursuant to the Contract. Contractor hereby grants Authorized Purchaser a license to or rights to use software and online services for the term described in the Contract, subject to Exhibit D of the Agreement.

Third Party Intellectual Property. In the event the Goods or Services include Third Party Intellectual Property and unless otherwise agreed, Contractor shall ensure that Authorized Purchaser receives a license to use the intellectual property sufficient to fulfill its business objectives, and the requirements and specifications for the Goods and Services. Authorized Purchaser has the right to review the proposed license agreement and negotiate terms with the licensor. If Authorized Purchaser and licensor cannot reasonably agree to terms, Authorized Purchaser, in its sole discretion, may return the Goods and cancel the Services (without incurring any termination liability), and Contractor shall provide a full refund including any shipping and handling charges.

Authorized Purchaser Intellectual Property. “Authorized Purchaser Intellectual Property” means any intellectual property that is owned by Authorized Purchaser, inclusive of Authorized Purchaser Data. “Authorized Purchaser Data” means information created and information stored by Authorized Purchaser through its use of the Goods and Services, and information created and collected by Contractor regarding Authorized Purchaser and its clients during the course of providing the Goods and Services, including Personal Information as defined in Section 2.10.2.

Authorized Purchaser owns all Authorized Purchaser Intellectual Property, including Authorized Purchaser Data, provided to or collected by Contractor pursuant to this Contract. Authorized Purchaser grants Contractor a non-exclusive, royalty-free, world-wide license to use, copy, display, distribute, transmit and prepare derivative works of Authorized Purchaser Intellectual Property, including Authorized Purchaser Data only to fulfill the purposes of this Contract. Authorized Purchaser’s license to Contractor is limited by the term of the Contract and the confidentiality and security obligations of this Contract.

No Rights in Marks. Neither party grants the other the right to use its trademarks, trade names, service marks or other designations in any promotion or publication without prior written consent. Each party grants only the licenses and rights specified in this Section 2.9.

Confidential Information; Oregon Public Records Laws.

Confidential Information. Contractor acknowledges that it and its employees, officers, directors, agents or subcontractors may, in the course of performing under this Contract, be exposed to or acquire information that is confidential to the State of Oregon or Authorized Purchaser. Any and all information of any form (including but not limited to records, files, papers, materials, documents, and communications in written, verbal, oral and electronic form) that Contractor may come into contact with or that is obtained by Contractor in the performance of this Contract is confidential information (Confidential Information). Contractor shall cause its employees and subcontractors or agents to treat any reports or other documents or items (including software) that result from the use of the Confidential Information in the same manner as the Confidential Information.

Consumer Information. Confidential information includes Authorized Purchaser Data that is “Personal Information” protected under the Oregon Consumer Information Protection Act (ORS 646A.600 et. seq.). Contractor will maintain, operate, and enforce, prior to the receipt of, and during the period in which Contractor has possession of or access to, any Personal Information, an active and effective information security program that at minimum complies with the requirements of OCIPA to to preserve the security and confidentiality of all Personal Information that is contained in any document, record, compilation of information or other item to which Contractor receives access, possession, custody, or control.

Non-Disclosure. Contractor shall hold, and shall cause its employees, subcontractors and agents to hold, all Confidential Information in confidence, using the highest standard of care applicable, and shall not copy, reproduce, sell, assign, license, market, transfer, distribute, or otherwise dispose of, give, make available or disclose, in whole or in part, directly or indirectly, Confidential Information to third parties (other than its authorized subcontractors), or use Confidential Information for any purposes whatsoever other than the performance under this Contract, and shall advise its employees, subcontractors and agents of their obligations to keep Confidential Information confidential. Contractor shall assist Authorized Purchaser in identifying and preventing any unauthorized use or disclosure of any Confidential Information. Contractor shall advise Authorized Purchaser immediately in the event Contractor learns or has reason to believe that any person who has had access to Confidential Information has violated or intends to violate the terms of this Contract, and Contractor will at its expense cooperate with Authorized Purchaser in seeking injunctive or other equitable relief in the name of Authorized Purchaser or Contractor against any such person. Contractor shall not at any time during or after the term of this Contract, except as directed by Authorized Purchaser, disclose, directly or indirectly, any Confidential Information to any person, except in accordance with this Contract. Upon expiration or termination of this Contract or at Authorized Purchaser’s request, Contractor shall deliver to Authorized Purchaser all documents, papers, and other matter in Contractor’s possession that embody Confidential Information. Notwithstanding the foregoing and unless otherwise specified in this Contract, Contractor may keep one copy of such Confidential Information necessary for quality assurance, audits and evidence of delivery of the Goods and performance of the Services.

Contractor Proprietary Information; Oregon Public Records Laws. Contractor proprietary information is any information marked or designated in writing by Contractor as “confidential” prior to initial disclosure, or information disclosed orally that is confirmed in writing as “confidential” within 10 Calendar Days of disclosure. Any obligation of Authorized Purchaser to maintain the confidentiality of Contractor’s proprietary information is conditioned by and subject to Authorized Purchaser's obligations under the Oregon Public Records Laws, including ORS 192.311 to 192.478, which may require disclosure of proprietary information as a “public record” unless exempt under ORS 192.501 or ORS 192.502, and the provisions for the custody and maintenance of public records, ORS 192.005 – 192.170. If Authorized Purchaser receives from a third party any request under the Oregon Public Records Law for the disclosure of Contractor proprietary information, Authorized Purchaser will notify Contractor within a reasonable period of time of the request. Contractor is exclusively responsible for defending Contractor’s position concerning the confidentiality of the requested information. Notwithstanding the foregoing, while Authorized Purchaser is not required to actively assist Contractor in opposing disclosure of proprietary information, Authorized Purchaser will cooperate in good faith to the extent reasonably practicable with Contractor’s efforts to protect its proprietary information.

Exceptions. The obligations of non-disclosure do not apply to information that (i) is or becomes (other than by disclosure by Contractor acquiring such information) publicly known or is contained in a publicly available document except to the extent applicable law still restricts disclosure; (ii) is furnished by others without restrictions similar to those imposed by this Contract; (iii) is rightfully in a party’s possession without the obligation of nondisclosure prior to the time of its disclosure under this Contract; (iv) is obtained without the obligation of confidentiality, (v) is disclosed with the written consent of the disclosing party, or; (vi) is independently developed by a party and can be shown to have had no access to the Confidential Information.

Injunctive Relief. Disclosure of the Confidential Information of either party may cause irreparable injury that is inadequately compensable in damages. Accordingly, either party may seek and obtain injunctive relief against the breach or threatened breach of the foregoing undertakings, in addition to any other legal remedies that may be available. The covenants contained in this Section 2.10 are necessary for the protection of the legitimate business interests of each party and are reasonable in scope and content.

Publicity. Contractor agrees that it will not disclose the form, content or existence of this Contract in any advertising, press releases or other materials distributed to prospective customers, or otherwise attempt to obtain publicity from its association with Authorized Purchaser or the State of Oregon, whether or not such disclosure, publicity or association implies an endorsement by Authorized Purchaser or the State of Oregon of Contractor’s services, without the prior written consent of Authorized Purchaser.

REPRESENTATIONS AND WARRANTIES

General Warranties. Contractor represents and warrants to Agency that:

Contractor has the power and authority to enter into and perform this Contract.

This Contract, when executed and delivered, is a valid and binding obligation of Contractor enforceable in accordance with its terms.

Contractor shall perform the Services set forth in this Contract in accordance with the highest professional standards prevailing in Contractor’s profession, and in compliance with the requirements of this Contract.

Contractor owns or has the right to sell the Goods and offer the Services that are the subject of this Contract.

Contractor shall, at all times during the term of this Contract, be qualified and competent, and shall maintain in effect any necessary licenses related to its performance under this Contract.

The Goods and Services are free of what are commonly defined as viruses, backdoors, worms, spyware, malware and other malicious code that hampers performance of the Goods, unlawfully collects any information on users, or prevents them from performing as required under the terms and conditions of this Contract.

For each implementation increment, the Authorized Purchaser may separately inspect, test and accept the component, integration or agency deployment against the applicable statement of work and security requirements. Acceptance of one increment does not accept subsequent increments or waive unresolved defects. Contractor shall correct defects discovered within 365 Calendar Days following final acceptance of that increment at no additional charge.

For a period of no fewer than six calendar years preceding the Contract’s effective date, Contractor (to the best of Contractor’s knowledge, after due inquiry), has faithfully complied with: (i) All tax laws of this state, including but not limited to ORS 305.380(4), ORS 305.620 and ORS chapters 316, 317, and 318; (ii) Any tax provisions imposed by a political subdivision of this state that applied to Contractor, to Contractor’s property, operations, receipts, or income, or to Contractor’s performance of or compensation for any work performed by Contractor; (iii) Any tax provisions imposed by a political subdivision of this State that applied to Contractor, or to goods, services, or property, whether tangible or intangible, provided by Contractor; and (iv) Any rules, regulations, charter provisions, or ordinances that implemented or enforced any of the foregoing tax laws or provisions.

Except as otherwise set forth in this Contract, any subcontractors performing work for Contractor under this Contract have assigned their rights in the Goods and Services to Contractor sufficient to fulfill the complete delivery of Goods and Services under this Contract and Authorized Purchaser’s usage and enjoyment, and no third party has any undisclosed right, title or interest in any Goods or Services supplied to Authorized Purchaser under this Contract.

Warranty on Specifications Contractor represents and warrants that all Goods and Services are in compliance with and meet or exceed all specifications in Exhibit A to the Agreement.

Manufacturer Warranties Contractor shall have all manufacturer warranties covering the Goods and component parts, if any, transferred to Authorized Purchaser at time of delivery at no charge.

Warranties are Cumulative Contractor’s warranties provided in this Section 2.11 are in addition to and not in lieu of any other warranties provided elsewhere in the Contract. All warranties provided for in this Contract are cumulative, will be deemed consistent and not in conflict, are intended to be given full force and effect and to be interpreted expansively to give the broadest warranty protection to Authorized Purchaser.

COMPLIANCE WITH APPLICABLE LAWS AND STANDARDS

Contractor shall comply with all federal, state and local laws, regulations, and ordinances applicable to this Contract as they may be adopted or amended from time to time.

Noncompliance In the event of a conflict between the specifications in this Contract and applicable federal or State law, the law prevails over the specifications. Contractor shall make any modifications required to achieve compliance with law. When Contractor is notified or becomes aware of any required modifications, Contractor shall immediately notify Authorized Purchaser.

FOREIGN CONTRACTOR

If the amount of the Contract exceeds ten thousand dollars ($10,000), and if Contractor is not domiciled in or registered to do business in the State, Contractor shall promptly provide to the Oregon…