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Synopsis SaaS Subscription Agreement 2019-11-27 - PFM Countersigned
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2020-01-21 10:00 AM - Commissioners' Agenda
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Synopsis SaaS Subscription Agreement 2019-11-27 - PFM Countersigned
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Last modified
1/16/2020 1:41:53 PM
Creation date
1/16/2020 1:41:44 PM
Metadata
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Template:
Meeting
Date
1/21/2020
Meeting title
Commissioners' Agenda
Location
Commissioners' Auditorium
Address
205 West 5th Room 109 - Ellensburg
Meeting type
Regular
Meeting document type
Supporting documentation
Supplemental fields
Alpha Order
g
Item
Request to Acknowledge a Service Subscription Agreement between Kittitas County Treasurer’s Office and PFM Financial Advisors, PLLC for the Use of PFM’s Synopsis Software from 2020-2022
Order
7
Placement
Consent Agenda
Row ID
59336
Type
Contract
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<br />SERVICE PROVIDER <br />PFM Solutions LLC (“PFM”) <br />1735 Market Street, 43rd Floor <br />Philadelphia PA 19103 <br />CUSTOMER <br />Company Name: Kittitas County <br />Address: 205 W 5th Ave Suite 102 <br />City: Ellensburg State: WA Zip Code: 98926 <br />INITIAL TERM <br />Effective Date: January 2, 2020 Termination Date: January 1, 2023 Months: 36 <br />FEES <br />FEE BASIS AMOUNT DUE DATE(S) <br /> <br />Annual $9,500 <br /> <br />Licensing: January 2, 2020 <br /> (annually thereafter) <br /> <br />One-Time $5,000 <br /> <br />Implementation: January 2, 2020 <br /> <br />Ancillary Services As Requested As Incurred Monthly <br />AUTHORIZED USERS <br />Standard Users Unlimited <br />TERMS AND CONDITIONS <br />Subscription: PFM shall grant Customer the right to Access the Application, described in Annex A. <br /> <br />Services: PFM shall provide Customer with the Services described in Annex B. <br /> <br />Taxes: Fees payable to PFM shall not include any taxes that Customer’s access to and use of t he Application or receipt of Services may be subject. <br /> <br />Users: Customers shall only allow its Authorized Users to access and use Customer’s Account. <br /> <br />Limitation on Liability: IN NO EVENT SHALL PFM BE LIABLE FOR ANY SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAM AGES. <br /> <br />Entire Agreement: Each annex that is attached hereto is incorporated in its entirety into and form a part of this Subscription Agreement <br />(collectively, the “Agreement”). Any capitalized but undefined term herein shall have the meaning given to it in the applicable annex. This <br />agreement: (i) comprises the entire agreement between the parties relating to the subject matter hereof. This Agreement may o nly be modified by a <br />writing that is manually signed by both parties. <br /> <br />ADDITIONAL TERMS AND CONDITIONS <br />Customer agrees that in addition to the terms and conditions contained on this page, the terms and conditions as set forth in Annex C <br />(“Additional Terms and Conditions”): (i) were read and understood by Customer prior to signing below; and (ii) are incorporated herein <br />by reference as if fully set forth herein. The Additional Terms and Conditions address the following, among others, authorized users, fees, <br />taxes, indemnification, limitation of liability, confidentiality and governing law. <br /> <br />BY SIGNING BELOW, CUSTOMER AGREES TO THE TERMS AND CONDITIONS SET FORTH ON THIS PAGE AND IN THE ADDITIONAL <br />TERMS AND CONDITIONS. This agreement may be executed: (a) in counterparts, both of which taken together shall constitute one simple <br />agreement between parties. <br />SIGNATURE AUTHORIZATION SERVICE PROVIDER Name: PFM Solutions LLC CUSTOMER Name: <br />Signature: Signature: <br />Print Name: <br /> Albert P. Matteo, Jr <br />Title: <br /> President <br />Print Name: Title: <br /> <br /> <br /> <br />Software as a Service Subscription Agreement <br />DocuSign Envelope ID: BA71619D-5796-4319-85EF-917E1B819551 <br />Amy S. Cziske <br />Amy S. Cziske <br />Treasurer
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