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BRAZOS COUNTY
BRYAN, TEXAS
NOTICE OF MEETING
AND AGENDA
BRAZOS COUNTY COMMISSIONERS COURT
IMISSIONERS COURT OF BRAZOS COUNTY WILL MEET IN REGULAR
ON 23 NOVEMBER 2004 AT 9:00 A.M. IN THE COMMISSIONERS
DOM OF THE BRAZOS COUNTY COURTHOUSE, 300 E. 26TM STREET,
i, BRYAN, TEXAS.
)cation and Pledge of Allegiance - Commissioner Mallard
for citizen's input and/or concerns.
nd take action on agenda items 3 - 20:
iget Amendment 04/05-8.1
;onnel Change of Status.
ment of Claims.
uest from Jail Administration to reclassify Class 1511, Positions 71 through 75 from
is 1511 (Detention Officer)4o Class 1515 (Detention Officer - Booking). --
ewal of the IRC Section 125/Cafeteria Plan Administration (FLEX Plan) with David K.
Lng, Consultant, effective 01/01/2005.
uest from Building Maintenance for approval of the bid of $17,100.00 submitted by A-
utodoor System, Inc. for the purchase and installation of handicap doors at the Tax
.ce, Courthouse, Brazos Center and the Brazos Valley Museum.
uest from Building Maintenance for approval to pay the invoice from Terminix
0.00 for emergency pest control services.
uest by Archie Clark, Precinct 1 Constable, for permission to appoint Jay T. Sartain and
F. Thomas as non-paid Deputy Constables.
VOL Cq-
11. Col
12. Ext
13. Am
COIl
14. Ret
the
15. Pn
16.
17.
18.
Commissioners Court Agenda
23 November 2004
Page 2
ract with ISI Telemanagement Solutions, Inc. for long distance recording.
asion of Bid 2003-054, Oversized Limestone Aggregate, until 30 December 2004.
nded Blanket Maintenance Agreement with Ikon for copiers not covered by state
'act agreements for the period 10/01/2004 through 09/30/2005.
~wal of the Maintenance Agreement on the Sharp copier purchased for the Justice of
eace, Pct. 2.2 office.
~ntation and approval of the Commissioners Court minutes for
7-23 July 2004 Workshop Session h. 20 August 2004
b. 26-30 July 2004 Workshop Session i. 23 August 2004
c. 3 August 2004 Regular Meeting j. 24 August 2004
d. 4 August 2004 Workshop Session k. 24 August 2004
e. 10 August 2004 Regular Meeting 1. 24 August 2004
f. 17 August 2004 Public Hearing m. 25 August 2004
g. 17 August 2004 Regular Meeting n. 31 August 2004
the following dates:
Special Session
Workshop Session
Regular Meeting
Public Hearing 1:00 pm
Public Hearing 3:00 pm
Special Meeting
Regular Meeting
Per ~ission to enter Dwayne Creel's property located off Shirley Road for the purpose of
cle~ lng an approximate 50' x 50' area for sight distance for the health, safety and welfare
oft general public. Site is located in Precinct 2.
The ~nended Plat of lots 17, 18, 20, 33, 34 and 36 of block 4, Bentwood Estates Phase
Tw, (volume 5856, page 177, official records of Brazos County), 126.616 acres, B.B.B. &
C.l~l~ ?~' survey, A-82 and B. McGregor survey, A-170, Brazos County, Texas. Site is
loc~ed in Precinct 1.
Re~at[:[ of lots 7-R and 9-R out of lots 7, 8 and 9 - block 8, Resubdivision of Indian Lakes
Ph~[4e One (volume 5978, page 150, official records of Brazos County), 4.971 acres, J. M.
Baflflera survey, A-69, Brazos County, Texas. Site is located in Precinct 1.
19. Fin~
Cot
ach
21.An
22. Cai
23. Ag{
24. Ad
The Brazos C
services must
Plat of Cornerstone Acres, 17.928 acres, Thomas M. Splane League, A-53, Brazos
tty, Texas. Site is located in Precinct 2.
aded Plat of Duck Haven: Subdivision, Phase One, lots 1-R through 13-R, 18.997
, (volume 4858, page 114, official records of Brazos County), B. McGregor survey,
0, Brazos County, Texas. Site is located in Precinct 1.
~uncement of interest items and possible future agenda topics.
['or citizen input and/or concerns.
tcy/ Board / Committee reports by Court members.
aty Courthouse is wheelchair accessible. Handicap parking spaces are available. Any request for sign interpretive
made two business days before the meeting. To make arrangements, call (979) 361-4102.
VOL.. x PAG£
COMMISSIONERS' COURT
REGULAR MEETING
NOVEMBER 23, 2004
A regular meeting of the Commissioners' Court of Brazos
C¢ ~nty, Texas was held in the Brazos County Commissioners
C¢ ~rtroom in the Courthouse in Bryan, Brazos County, Texas,
b~ 'inning at 9:00 a.m. on Tuesday, November 23, 2004 with the
f¢ lowing members of the Court present:
Randy Sims, County Judge, Presiding;
Eric Caldwell, Commissioner of Precinct 1;
Duane Peters, Commissioner of Precinct 2;
Kenny Mallard, Commissioner of Precinct 3;
Carey Cauley, Jr., Commissioner of Precinct 4;
Karen McQueen, County Clerk, Absent.
The attached sheet contains the names of the citizens and
ol [icials that were in attendance.
Commissioner Mallard gave the invocation and led the
pi ~dge of allegiance.
Under citizen input/and or concerns the following spoke:
Constable, Precinct 2, Donald Lampo
a) Asked who pays for the annual hamburger luncheon. He
st ~ted that it seemed to him that the Courthouse family feels
t~ ~y are owed this. He thanked the Court for this and paying
f( the luncheon from personal funds.
/.,,bt PAGE
t~
at ached.
Cou~ meetingNovember23,2004 2
b) Commissioner Mallard apologized for running out of
fc )d. He was not sure of the reason but would work to make it
b( :ter next year.
The Court next considered Budget Amendment #04/05-8.1
ti it would reallocate funds for the Certificates of Obligation
2 )3. On motion by Commissioner Peters, seconded by
'ssioner Mallard, the Court voted unanimously to approve
budget amendment as submitted, a copy of which is
The Court proceeded to consider the change of status of
)loyees as submitted on the attached Personnel Action
R~ uests. On motion by Commissioner Cauley, seconded by
ti County Judge, the Court voted unanimously to approve the
c~ nges as submitted.
The Court next considered the following Claims as
st ~mitted by the County Treasurer for payment:
7001413 through 7001646
Or motion by Commissioner Mallard, seconded by Commissioner
C~ ~ley, the Court voted unanimously to approve the Claims as
st ~mitted.
The next matter before the Court was a request from the
J~ il Administrator to reclassify Class 1511, Positions 71
t~ :ough 75 from Class 1511 (Detention Officer to Class 1515
6'/ PAGE
Court meeting November 23, 2004
Dc ;ention Officer-Booking).
c(
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3
This is necessary to maintain
iance with Texas Minimum Jail Standards. On motion by
'ssioner Peters, seconded by Commissioner Cauley, the
C< ~rt voted unanimously to approve the request.
The Court next considered the renewal of the IRC Section
Ii 5/Cafeteria Plan Administration (FLEX Plan) with David K.
Y( :ng, Consultant. Commissioner Mallard asked if the rate were
ti same. He was informed that they were. On motion by
Cc 'ssioner Mallard, seconded by Commissioner Cauley, the
Cc :rt voted unanimously to approve the renewal. A copy is
al ;ached.
The Court next considered a request from Building
M~ [ntenance for approval of the bid submitted by A-1 Autodoor
S ~tem, Inc. in the amount of $17,100.00 for the purchase and
il ~tallation of handicap doors at the Tax Office, Courthouse,
B~ azos Center and the Brazos Valley Museum. On motion by
ssioner Caldwell, seconded by Commissioner Cauley, the
C( voted unanimously to approve the bid submitted by A-1
At ;odoor System, Inc.
The Court heard another request from Building Maintenance
f< approval to pay an invoice from Terminix. This is
sc arate from the pest control contract. The Tax Office had a
fl ~a problem inside the office area and Terminix was called to
PAGE
Cou~meetingNovember23,2004 4
ti ~at the area. Cost of treatment was $100.00. On motion by
C( 'ssioner Peters, seconded by Commissioner Cauley, the
C¢ ~rt voted unanimously to approve payment of the invoice to
T( :minix.
The Court next considered a request from Constable
PI ~cinct 1, Archie Clark, to appoint Jay T. Sartain and Joe F.
Ti ~mas, as non-paid Deputy Constables. On motion by
ssioner Caldwell, seconded by Commissioner Cauley, the
voted unanimously to approve the request from Constable
C] ~rk to appoint Jay T. Sartain and Joe F. Thomas as non-paid
Constables subject to appointment being within the
a] Lotted number of deputies.
The next matter before the Court was approval of a
cr with ISI Telemanagement Solutions, Inc. for long
d: stance recording. On motion by Commissioner Caldwell,
s( by Commissioner Peters, the Court voted unanimously
t( approve the contract with ISI Telemanagement Solutions,
Il for long distance recording. A copy is attached.
The Court next considered extension of Bid 2003-054,
O' rsized Limestone Aggregate, until December 30, 2004. The
P~ mary Vendor, Young Contractors is willing to continue
s~ ling the oversized limestone aggregate at the same price
f( the additional 30 day period but the Secondary Vendor,
PAGE
Cou~meetingNovember23,2004 5
Hi ~son Aggregates is not. On motion by Commissioner Caldwell,
sc ~onded by Commissioner Peters, the Court voted unanimously
tc extend Bid 2003-054, Oversized Limestone Aggregate, until
Dc ~ember 30, 2004 with the Primary Vendor, Young Contractors.
The next matter before the Court was consideration of the
~nded Blanket Maintenance Agreement with IKON for copiers
nc covered by state contract agreements. The contract period
i~ from October 1, 2004 through September 30, 2005. On motion
bx Commissioner Peters, seconded by Commissioner Cauley, the
C :rt voted unanimously to approve the amended blanket
mc .ntenance agreement and authorized the County Judge to
e> ~cute the document. A copy is attached.
The Court next considered the renewal of the Maintenance
Ac reement on the Sharp copier purchased for the Justice of the
P, ice, Precinct 2, Place 2 office. Term of the agreement is
J~ ~uary 22, 2005 through January 21, 2006 at a cost of
$ )0.00. Commissioner Cauley asked if the price of the copier
w~ worth the price of the maintenance agreement. He was told
t~ t it is more expensive for maintenance on one copier,
r~ ;her than several. Judge Truelove chose a Sharp rather than
or from IKON, but the Sharp copier itself was less expensive.
motion by Commissioner Peters, seconded by Commissioner
M lard, the Court voted unanimously to approve the
PAGE
CouffmeetingNovember23,2004 6
mi Lntenance agreement and authorized the County Judge to
e~ ~cute the document. A copy is attached.
The Court next considered approval of the minutes of the
C¢ ers' Court meetings held in July and August 2005 on
following dates:
Workshops July - 7th - 23r~ and 26th - 30th
Regular Meetings August - 3rd , l0th ,17th, 24th , 31st
Special Meetings August - 20th , 25th
Public Hearings August - 17th , 24th (2)
Or motion by Commissioner Peters, seconded by Commissioner
ley, the Court voted unanimously to approve the minutes as
s~
The Court next considered authorizing work outside of
c¢ lnty rights-of-way for the health, safety and welfare of the
gc ~eral public. The Road and Bridge Department requested
pc :mission to enter the private property of Dwayne Creel on
S~ _rley Road in Precinct 2 to clear approximately a 50 ft x 50
fl area for sight distance. On motion by Commissioner Peters,
sc :onded by Commissioner Cauley, the Court voted unanimously
tc authorize the work.
The Court next considered approval of the Amended Plat of
L( ;s 17,18,20,33,34 and 36 of Block 4 of Bentwood Estates
Phase Two located in Precinct 1. Richard Vance,
PAGE
Cou~meetingNovember23,2004 7
C¢ ~nty Engineer, stated that he had reviewed the plat and
oJ ~ered the following comment:
1) Subdivision is located within the Extra
Territorial Jurisdiction of the City of
College Station.
Or motion by Commissioner Caldwell, seconded by Commissioner
C~ :ley, the Court voted unanimously to approve the amending
pl it of Lots 17,18,20,33,34 and 36 of Block 4 of Bentwood
E~ nates Subdivision Phase Two, subject to the developer
ir ~luding on the plat the exception noted by the County
Er lneer.
The Court next considered approval of the Re-Plat of Lots
7[ 8, and 9, Block 8, Re-Subdivision of Indian Lakes
S~ division Phase One, 4.971 Acres located in Precinct 1.
Ri ~hard Vance, County Engineer, stated that he had reviewed
plat and offered the following comment:
1) Subdivision is located within the Extra
Territorial Jurisdiction of the City of
College Station.
Or motion by Commissioner Caldwell, seconded by Commissioner
C~ :ley, the Court voted unanimously to approve the Re-Plat of
Lc ;s 7R, 8, and 9, Block 8, Re-Subdivision of Indian Lakes
Si ~division Phase One, 4.971 Acres, subject to the developer
~ on the plat the exception noted by the County
ineer.
PAGE
Coua meetingNovember23,2004 8
The Court next considered approval of the Final Plat of
C¢ Acres Subdivision, 17.928 Acres located in
PI ~cinct 2. Richard Vance, County Engineer, stated that he
reviewed the plat and offered the following comment:
1) Cornerstone Acres Subdivision plat was
previously approved by Commissioners Court
March 30,2004; however, the plat was never
submitted (by developer) to the County Clerk
for recording. Current plat does include a
minor change to lot (size) boundary lines.
Subdivision is located in City of Bryan ETJ;
Bryan has no objection to current plat as
submitted.
Ti County Engineer then recommended approval of the plat as
mitted. On motion by Commissioner Peters, seconded by
C¢ 'ssioner Cauley, the Court voted unanimously to approve
ti final plat of Cornerstone Acres Subdivision, 17.928 Acres
submitted.
The Court next considered approval of the Amending Plat
o Duck Haven Subdivision, Phase One, Lots 1-R thru 13-R and
1 -R, 18.997 Acres in Precinct 1. Richard Vance, County
iineer, stated that he had reviewed the plat and offered the
fc .lowing comment:
1 Subdivision is located within the Extra
Territorial Jurisdiction of the City of
College Station.
O~ motion by Commissioner Caldwell, seconded by Commissioner
Pc ;ers, the Court voted unanimously to approve the Amending
Pi of Duck Haven Subdivision, Phase One, Lots 1-R thru 13-R
L (,,q PAGE q/
Cc Court meeting November 23, 2004 9
al 18-R, 18.997 Acres subject to the developer including on
t~ plat the exception noted by the County Engineer.
Under announcement of interest items and possible future
ac nda topics the following spoke:
County Judge
a) He received information from the Texas
Association of Counties on using inmates for
work projects. None of these inmates are
forced to work but are volunteers. Someone
from Smith County has filed a bill to
correct the law saying inmates cannot be
used for work project for non-profit. The
County Judge has spoken to our
representative, Fred Brown, in the Texas
Legislature.
There was no citizen input and/or concerns.
Under Agency/Board/Committee reports by Court members,
following spoke:
Commissioner Mallard
a) He attended a CUC luncheon in Austin where they
discussed inmates used for work projects. The Lt.
Governor, David Dewhurst, spoke on school tax reform.
Also discussed was dropping the franchise tax and
setting up a business tax.
County Judge
a) He attended a high speed rail meeting in Temple with
Commissioner Mallard. This bill will have to be re-
introduced or re-presented to the Legislature. In
doing so, it will push the project back to May. It
is listed in the transportation bill but there are no
dollars attached to it.
Commissioner Caldwell
PAGE qoq
Court meeting November 23, 2004 10
t~
a) He attended a meeting in Millican last night. He
explained to the citizens the steps they will need to
take now that Brazos County has determined that
Millican is a city and the county will no longer be
able to provide certain services. The meeting was
well attended and went well. Mrs. Patricia Meronoff,
legal counsel was there to answer questions.
There being no further business to come before the Court,
meeting was adjourned.
PAGE
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:rt this the ~6~
~zos County, Texas.
~dy ~/m~
mt~ Judge
foregoing minutes of the Commissioners Court meeting held
ember 23, 2004 have been examined and are approved in open
, 2005, in Bryan,
~ne Peters
~nissioner, Precinct 2
LloydWWasserman
Commissioner, Precinct 1
C4~missi~ner, Precinc~ 4'
At
:est:
:en McQueen
mty Clerk
3L b'i PAGE
BRAZC
MEETIN
Name
COUNTY COMMISSIONERS COURT
~,ON '~_~AAg~-~-~ ~'/ 200~ AT ~/q9 0_~
Organization/Department
VOL ~ PAGE
BRAZO
MEETIN
Name
COUNTY COMMISSIONERS COURT
:,ON
I Organization/Department
VOL ~ PAGE
O
following
The follo~
TI
for the 201
W
conditiom
following
A]
THE COI~
BRAZOS COUNTY, TEXAS
BUDGET AMENDMENT(S) FOR THE 2004-2005 BUDGET YEAR
NO. 04/05-8.1
this the 23rd day of November 2004 at a regular meeting of the Commissioners' Court, the
~embers were present:
Randy Sims, County Judge, Presiding
Eric Caldwell, Commissioner, Precinct 1
E. Duane Peters, Commissioner, Precinct 2
G. Kenny Mallard, Commissioner, Precinct 3
Carey Cauley, Jr., Commissioner, Precinct 4
Karen McQueen, County Clerk
ng proceedings were held:
AT WHEREAS, on 23 November 2004 the Court heard and approved a budget amendment
;-2005 budget year for Brazos County, Texas.
[EREAS, an expenditure is necessary due to the necessity to meet unusual and unforeseen
a/hich could not be reasonably included in the original budget adopted 25 August 2004 the
nendment(s) to the original are hereby authorized, as described on the attached page(s).
OPTED AND APPROVED this the 23ra day of November 2004.
dlSSIONERS' COURT OF BRAZOS COUNTY, TEXAS.
By:~
Original: '1~t lounty Clerk's Office and attached to the
riginal budget
Copies: IilCounty Auditor
I IC~ounty Treasurer
ommissioners' Court Minutes
VOL PAGE
q7
J BRAZOS COUNTY, TEXAS
· BUDGET AMENDMENTS
No. 04/05-8.1
11/23/2004
FD DIV ACCT PROJ DR/CR ACCOUNT NAME Increase Decrease
4800 63481000 80380000 DR Improvements- Courthouse 37,000.00
4800 63481000 80101000 CR Building Renovations 37,000.00
Certificate of Obligation 2003 - To move funds to allow for the completion of the Space Needs
Assessmen
VOL 6~ ¢ PAGE qoc' / / /
VOL (~ PAGE
PERSONNEL CHANGE OF STATUS
DATE: November 23, 2004
DE ~T: Personnel
~O~]~: Approve Personnel Change of ~tatus
EMPLOYEE NAME ACTION REQUESTED
TAX HEARD, AMBRA N. DISCHARGED
TECHNOLOGY
GOLSON, TOM
RESIGNATION
ING MAINTENANCE LEDEZMA, RAUL
RESIGNATION
DI: GROTE, KRIS NEW HIRE
CORBETT, REVA
ZACHARY, DANA
RESIGNATION
ADDITIONAL DUTIES
VOL ¢'_..__.__PAG£
CO1
DEl
PUl
ROA
Apprl
Coun
(This
PERSONNEL CHANGE OF STATUS
page 2 of 2
RT DATE: November 23, 2004
kRTMENT: Personnel
,OSE: Approve .P.e.r.so..n .n.el..C.h.a.n. ~ e..o.f,St.at.u, s,
mmlmlmmlmmmmmmmmlmlmm lmmllmmmmmmmmmmmmmmlmlm
RTMENT NAME EMPLOYEE NAME ACTION REQUESTED
~ILE SERVICES
DETENTION
RAOELINA, YVES
ALLEN, SHIRLEY
BOOKER, SHERRIE
TRANSFER WITHIN DEPT.
RESIGNATION
DISCHARGED
AND BRIDGE
IVERSON, CHARLES E.
BUDGETED INCREASE
~ed in Commissioners' Court: Noyember
'Judge's or Commissioner's Signature:
opy to be attached to minutes)
The follo
continuin
are agre~
DKY GE
mainten~
human re
IRC SECTION 1251CAFETERIA PLAN ADMINISTRATION
lng is agreed, effective 1/I/05, between David K. Young, TPA (DKY) and Brazos County (Employer) for the
admini.~ration ora Section 125/Cafeteria Plan (the Plan) with Flexible Spending Accouats. The following conditions
le to both parties.
ERAL RESPONSIBH/I'IE$: DKY will consult with the Employey concerning plan design, implem~tation and
e of specified employee compensation and benefits maintained or implemented by the Employer and/or spec/fled
,urce (m9 mattcrso
m losee month
~B. $1[~, __ per employee per month (minimum
[I~ C. $1[~ ,_per employee permonth (minimum
['[ D. ... per employee for
['lE.
DKYAD
Plan and ]
FSA clair
employer
F. mploye~
reports of
thr~ mor
status; pr~
for the Er
M~iuten~
transactio
books an¢
following
standards
represen~
continuin
obligatio~
written ag
the books
delivefin~
EMPLO~.
and partic
family sts
fumbhed
provided ~
and eptio~
FSA ~
1.) Depo.,
2.) DK~
DKY AS
~per month) for Flex Spending Account adminl.stmtion
__ per month) for Premium Only Adrnlni.qtrafiffm
__ per month) for Debit Card option.
__project fee for
- -per-partieipatiugemi~loyee.per-month-in-flex-~le-spending/premium accounts.-' ...............
[IItlSTRATION RESPONSIBILITIES: DKY will assist. Employer in the admini.~rafion and maint~a,ce of the
ovide assistance and support as needed. DKY will also provide claim.~ form5 and other necessary means of filing
~; issue reimbursement checks at least twice monthly, and/or perform debit, card account administration; issue
nd of month repolis to include Deposit Transmittal Report, Bank Reconciliation Report, Detail Statement of
~alanees for the flexible spending accounIs, a Wire Transfer Report/Check register,.and issue planyear quarterly
~count balances for those employees participating in the'FSAs with a 'Use It or Lose It" warning notice for the last
a of the plan year, provide forms to Employer for communicating participant i~n-mlnations and changes in family
[de Employer a dependent/child care report at the end of each calendar year;, prepare the IRS Form 5500, if required,
,loyer's signature; prepare the Plan's Plan Document, S, rmmsry Plan Description and Adoption Agreement.
ce of Information: (a) DKY shall maintain at its principal administrative office adequate books and records of all
; in which the admink-haior engages with insurers, plans, plan sponsors, insureds, and plan participants. (b) The
ecords will be malntsln~l for the term of the written agreement to which they relate and for the .five-year period
le end 0fthe written agreemengs term. (¢) DKY will mainlain the baoks and records in accordance with prudent
f insurance record keeping. (d) The Commissioner of the Texas Department of Insurance and Iris designated
ve must be given access to those books and records for the purpose of ex amlnafion, audit, and inspection (e) Trade
ading the identity and addresses of policyholders and certificate homers, are confidential, except th~ commi~ioner
! information in proceeding instituted against the admini.<~'ator. (f) Au insurer, the Plan, Employer is entitled to
access to these books and records sufficient to permit the insurer, The Plan, Employer to fulfill contractual
to insureds and plan participants. The right provided by this subsection is subject to any restrictions included in the
ement between the aitmin i~'u-ator and the insurer, the Plan, or Employer relating to proprietary rights ofthe parties to
nd records. (g) DKY may ~ the requirements of this section on termination of the written agreement by
o the Employer or Employei~s designated agent, the books and records and by giving written notice to the
~er of the location of the books and records.
CR GENERAL RESPONSIBIIITIE~: Employer will distribute FSA Checks ifmailedto the l~.mployer's offices
ant statements to participants; report to DK'Y, in a timely manner, participant changes, term/nations mad change~ in
s; if Employer mainta[us the fiduciary account, then Employer will reconcile the bank statement with the DKY
id of month report and notify DKY of~ay discrepancies; cause to be recorded relevant amounts from the DKY
d o£year dependent/child care report on the employee W-2 ~u the appropriate block; secure, at Employers expense
professional review of the Phm documents, summa.fy plali description and legal and tax implications of the Plan.
~S MANAGE~:
DI~'-Y reFre.4en~aHve' ss au~o'r~z2~d $i'gnat~'3~'(lf yes, Employer ~ecifically a~.es to exeCUte requirexi
:uments.): Yes {21 No []
DKY representative will he provided with check steck, but ~thout signatory authority: Yes [] No []
presentat~ve is'assigned authority to request transfer of fm~cls from th~ Employer: Yes [] No []
~UBCONTI{a%.c~roR: When DK-~' is functio~fing as Da~/id K Young, TPA, Employer shall be the Plan
Page 1 of 2
VOL b4/ PAGE
Adminis
control a
and tax i
AGENI
agreem~
instate
conditim
between
this agro
ARBrr~
an matt¢
sabmit-.m
America
will be c(
the parti~
arbitraioz
enforc~
attonmys
Howe¥¢i
rnaximu~
court for
PERFOI
obligatio~
PAYMI
Comme~
(30 days
ACCEFI
to and ac(
BY:
BY:
yfinalr, unless, otherwise stated ~. the Plan Document DKY has no authority, d~zretionary or othenvi~, as regards thc
administrative decisions of the Plan(s). DKY is not an attorney or CPA, and thus all matlrcs regard/rig legal
lioations of the Plan(s) should be reviewed by Employer's counsel
ELECTION: If the Employer desires to install products associated with this agreement, Employer designates
as agent(s) of record.
Employer Initials) Employer understands some or all products sold with any Plan associated with this
could be:under, vriRen; therefore, some employees who apply for the'coverages may be, .at the discretion of the
:artier(s), declined coverage, rated at a higher premium than was originally illustrated, or not be. covered for certain
It is further understood that DKY may be compensated by the designated agent(s), via separate agreements solely
id Agent(s) and DKY.
May Not: DKY may o~: may not receive commi.o, sions derived directly fi'om the sale ofproducts assOCiated with
~TION: DKY, tho Employer, the Plan Trustee and the Plan.Administrator agree to me. et and confer in good faith on
and dispute~ arising under this Agrecanent. If a diepu~ is not resolved under the foregoing, then any party may
h-disputo-first,-to-mediafion,--and-then-as a-final-msor~-to binding- arbitration-under-ihe-¢0mmexcial-rules, o f the~-
M-bitration Association ("AAAT).' Such arbitration will be held as promptly as possible in Bexar Couaty, Texas and
duc'ted before a single arbitrator, not withstanding any rule of the AAA to the contrary unless otherwise agreed to by
at the time of the arbitration_ Furtbermom, notwithstanding any rule of the AAA to the contrary, SUch single
hah not be chosen without a list of potential arbitrators. The AAA shall then have tho discretion to select an
kom those remaining. The decision of the arbitrator will be binding on the parties and maybe mbmitted for
~t'to any court of competent jurisdiction. Ail costa ami expense associated with the arbitration, including the
~s of the prevailing party, shall be borne by the non-prevailing party to the arbitration.
Lotwithstauding the above requirements to submit claims to arbitration, any clakn, thc amount ofwhich is below the
ilrisdi~on~l Iimita ora Jllstice Court or a Small Claims Court in Bexar County, Texas shall be submitted to SUch
;torminntion and shall not be required to be SUbmitted to arbitration.
guiaNCE: This agreement shall be construed under and in accordance with'the laws of thc State of Texas, and all
of Employer and DKY arc performable in Bexar County, Texas.
L,ATION: This Agreement shall initially be for 12 months, and thereafter can be canceled by ~ither party with 60
notice.
r Trmm: 1) [~] In full on commencement of contract; Amount due with contract
aent and balance in progress; Due with contract ; Remaining balance due __
'invoice).
· 2) J~,Partial .on
· '3)
; am payable at DKY's bu,sine~s office, 11107 Wurzbach Road, Suite 403, Bexar County, San Antonio, Texas 78230.
~CE: ,A[I_ tho ..o0~0ns descr~ and outlk/ed within lids agreement, consisting of pages 1 through 2, arc agreed
~~ DATE:.
P'age 2 of 2
VOL PAGE_
TMI~
SOLUTIONS, INC. SALE, LICENSE, AND SERVICE AGREEMENT
SERVICE AGREEMENT ("Agreement") is entered into on, 10/14/2004 between ISI Telemanagement Solutions, Inc. ("ISI"), located
Drive
System Location: 300
Bmzos County Court House ("Customer"), located at
Suite #314 Bryan, TX 77803
Contact Person at
Sales Re[
Est. Installation Date:
The
("RTSS") as set forth below
hereto and made
the "S, ~stem."
Number Street City State Zip Code
Site: Bill Bowers Dept: Title:
Customer SIC No.:
Purchase Order No.: Tax Exemption Certificate No.:
("Equipment"), the licensing and support of telemanagement software ("TS") and/or the licensing of rate table subscription software
e made subject to the terms and conditions set forth herein ('q'erms and Conditions") and on Attachments A, B, and C (as applicable) attached
TS and RTSS are hereinaf[er collectively referred to as the "Programs." The Equipment and Programs are hereinafter collectively referred to as
# of Units
1
1
Model&Type
011100
008982
Description of Product/Service
Upgrade from IFW 1000 vers 4.2.2 to Infortel Select vets 7.x
On-site installation and training
Software at no charge with 3-year support and Rate Table
subscription agreement, paid mmually
Per Unit Cost
Total Cost
No charge
$1,800
Initial Year/Prepaid Rate Table Subscription 760
Initial Year/Prepaid Software Support 1,388
Initial Year/Prepaid Hardware Support 593
.ATTACHMENTS
Rate Table
Subsequent Years $
Telemana
Subsequent Years $___
Equi
Subsequent Years $
This Agreement
Accepted by:
By:.
Print Name:
Title:
Date:
Sub Total
(Less Discount/Trade In)
__2 years.(Annually)
**NET AMOUNT DUE
[Attachment B)
2.__years.(Annually) (Less Down Payment/Deposit)
',Attachment C) **BALANCE DUE
__2 years.(Ann"ually)
** Exclusive of all applicable sales taxes and freight which will be billed to and paid by Customer
[ne.
by an authorized officer oflSI at its principal office in Schaumburg, IL.
PrintName: C~~~(~
Title: _
Date:
$ 4,541
$ 4,541
VOL
Form 1007 Sale, License, and Rev. D Print Date 10/14/04
I[.~.~. 'ISI TELE]
This annual subscfiptk
calls are rated by ISI sc
the call accounting sys
reporting of all calls, ii
PRICING OPTIONS
__ Three year, Pre
x Three year, Pai,
Two Year, PreI
__ Two Year, Pai~
__ One Year, Paid
TERM OF AGREElg
(the "Installation Date"
Upon expiration of the
has been given by eith¢
~NAGEMENT SOLUTIONS, INC.
Changes to R:
would affect ti
case of import
rate informatic
Defective and
no charge. If ¢
obligated to pe
Service Dep~
Loading RTSI
available to Ct
p.m., Central
Shipping of R
first table of th
aRcr receipt fn
be delayed duc
request by Cus
Notification ot
5. Tables Provid
such tables are
6. Discount/P~
commencen
Agreement.
6. Substituted
geographice
7. Special plal
single rate t
Accepted by: ISI Telen
By:
Print Name:
Title:
Date:
Rate Table Subscriptio~
SALE, LICENSE, AND SERVICE AGREEMENT
Attachment A - Rate Table Subscription Agreement
service supplies four (4) rate tables per year, sent out quarterly. A separate rate table license is required for each PBX or data source whose
ware. These tables allow the call accounting system to be kept up-to-date with new area codes and exchanges. The subscription will allow
n to continue to deliver the cost control/allocation benefits, correct city/state pairings, rate changes for local/long distance, and accurate
which the call accounting system was purchased.
id (20% Discount)
-~amually in Advance (10% Discount)
d (10% Discount)
annually in Advance (5% Discount)
. Advance (No Discount)
NT. The RTSS Term will commence 90 days aRer the date on which RTSS is installed at the System Location and accepted by Customer
provided, however, that if installation is not being provided by ISI, Inc., the date of delivery of RTSS shall be deemed the Installation Date.
ifial RTSS Term, the RTSS Term shall be automatically extended for increments of one (1) year, unless at least 30 days prior written notice
;tarry before the expiration of the initial RTSS Term or then current renewal period.
Service Provisions
.' Table SubsCription Service ("Service"). It is the responsibility of Customer to notify ISI's Telesales Department of any changes that
Service. Such changes include, but are not limited to, the following: Carrier Change, Table Type, Plan Type, and Delivery Information. In the
hies, it is the responsibility of Customer to notify ISI of changes in area codes/exchanges that are not supported by ISI's current supplier of
Changes in Table Type will result in adjustment of the mn schedule for the generation of the tables and a processing charge of $50.00.
Damaged Tables. Customer will have thirty (30) days after receipt of RTSS to report defective or damaged tables to ISI for replacement at
~cts or damage are reported to ISI after the expiration of such 30-day period, the nm schedule will not be changed and Customer will be
Co ISI a $50.00 processing charge, plus the shipping charge, for a replacement table. Any problems with RTSS should be reported to ISl's
ent.
[Jpon Receipt. It is the responsibility of Customer to load RTSS upon receipt by Customer. Limited loading support, at no charge, is
omer through ISI's Technical Assistance Department during ISI's standard workdays and business hours (Monday through Friday, 7 a.m. - 7
excluding ISI-recognized holidays).
SS. Except otherwise provided herein, RTSS will be shipped on a quarterly basis to Customer with no additional charge for shipping. The
mbscription will be sent three (3) months after the Installation Date; however, for renewals, the first table will be sent within thirty (30) days
Customer of a signed Sale, License, and Service Agreement, Purchase Order, or Payment. Shipping schedules are approximate and could
special circumstances. Customer will be allowed to receive the next update at any time upon request to ISI's Order Entry Department. This
rner will change the mn schedule. No additional tables will be sent if Customer has already received the last table of the subscription.
te pending expiration oftbe RTSS Term will be sent to Customer with the last table provided during the existing RTSS Term.
During Area Code/Exchange Probationary Periods. Tables provided during these transition periods may appear incorrect; however,
tlly functional during this period, and will not be replaced without adjustment to the mn schedule.
eessing Charges. ISI will apply the applicable discount to thc RTSS Price if Cnstomer has in effect or purchases, on or prior to the
at of the RTSS Term, the Premium Plan of the TS Support Agreement. Such discount is not available with the Basic Plan of the TS Support
rocessing Charges are subject to change without notice.
,oeai Rates. If ISI's rate table vendor is unable to provide rates for Customer's local service, ISI will substitute rates from the nearest
located local exchange carrier for which our vendor supplies rates.
provide additional licenses to aecommo~ate multiple PBXs or other data sources within the same exchange. ISI is precluded from allowing a
e to be used for more than one PBX or other data source.
~agement Solutions, Inc. Customer: 5~ _~n_ ty C~b~se~__~.~
By: ~-'~-~~ ~)
Completion of the Rate Table Order Form is mandatory.
kgreement, Attachment A, 1039, Rev. B
VOL
Print Date 10/14/04
~agement Solutions, Inc. Attachment B-IS-E - Telemanagement Software Support: Infortel® Select
Customer Nam __Brazos County CoUrthouse Customer No: __44678
II Enhanced I Premium _Warranty
Benefit Premium [;overage
Support Plan Support Plan Only
1. Access to ~ur Customer Servi0e 800
Number I: :~ / X X
2. Remote di~ tnosis of ISI software XI X X
3. Free Softw~ re Updates Needed to Maintain
Proper Sysll em Operation X X X
4. Remote O[ ~rational Assistance 30 days
Unlimited ~ Unlimited following
i / shipment I
,sco-,n, o "ean a er'a's'a'es'°r t/
non-coven I Services 50% 5
~ ,once to sup_port Calls X
7. Free Softw re Version Updates Within ~he
Infortel Sel itt Product Line Included Free ~ Included Free ~
8. Free Softw !re Upgrades to a new Product Included Free ! ~ ' ~
Line within1. he ISI Call Accounting Family of .with a Three- / with a Three- ~
Products Year Agreement / Year Agreement ~
9. Discount o i, Individual Rate Table Purchases 5% ~ 5% ~
10' Disc°unt ° ! Rate Table Subscripti°ns 10% / 10%~
11, Free remot assistance with Rate Table
updates i X X
12. Remote Sy:ilem Diagnosis due to or Related
to Non-ISI I ]uipment or Software X
13. Monitoring ~f Emailed Reports to ICI -Daily X
14. Proactive ( i~ntact with Customer should
there be a ti ilure in receiving the Daily X
Emailed Re ,orts
15. Configurin! and monitoring No CDR and
Undefined' funk alarms X
16. Assisting v th the Configuration and
Schedulin~q )f BaCkups X
17. Call Costin Administration X
18, Trunk Data ase Administration X
19. Defining ar I Scheduling of Standard'
__~_e_ports . x
20. Loading of iuarterly Rate Tables (if Rate
Table Subs ~chased~ X
21. Loading of l;oftware Updates that can be
performedi;motel}/ X
Plan Selection
Three Year, Pre
Three Year, Pai,
One Year, Paid Annual
Form 1067 Infortel Select So:
ricing Options Enhanced Premium Premium
,id [] []
\nnually in Advance [] X
in Advance [] []
'are Support Agreement for Existing ISI Telemanagement Solutions, Inc. Customers, Rev. B
VOL
Print Date 10/14/04
.[~ ISI Telem[ ~agement Solutions, Inc. Attachment B-IS-E - Telemanagement Software Support: Infortel® Select
The following ~ ~pport Plan terms and conditions define the benefits that will be provided by ISI to the
designated cu.~ :~mer for those Infortel~ Select software options identified below.
I~ortel Select Discount
~ftware Product List Price Net Price
Ir~ortel Select 1000 $ $ $1,388/yr
ear support
reement paid
allnually (~ $1,388
p~lr year
Total: $1,388/yr
1. Access to ou
through 7:00 F
to confirm
or to bill for =
work with
2. Remote Diag;
as our
by
customer;
assistance;
an ISI service
no charge.
3.
charge based
updates will r
equipment
4. Remote oPer
will receive un
ISI
admit
the s
sessions may
software on
that
Customer. In
for Time and
5. Preferred
Time and
6. Priority
routine assi.,
7. Infortel
charge,
updates may i~
Customer ass~
programming
product/versic
Form 1067
Benefit Provisions
800 Number- Customer will be able to access our toll free 800 number during the hours of 7:00 AM
(Central Time), Monday through Fdday (excluding ISI-recognized holidays) for assistance with Infortel Select. In order
request for service is a bona fide service issue, ISl will only accept a service call requesting assistance, from a
trained System Administrator. ISI reserves the right to defer assistance until a System Administrator is available
support or service calls even though they may normally be covered by an ISl service agreement, if ISl is requested to
of Infortel Select Software - ISI requires remote access to our Customer's system. While ISI uses PC Anywhere
remote diagnostics software, we are able to work with many other remote access methods as requested and provided
including PAS or VPN connections, etc. ISI will remotely diagnose reported difficulties with the assistance of the
requested, and the Customer does not have remote diagnostics available, ISI reserves the right to defer
remote access is available or to bill for such support or service calls even though they may normally be covered under
reement. If the software is found to be defective within one year of purchase, ISI will replace or correct the software at
pdates Needed to Maintain Proper System Operation - ISI will replace or update Infortel Select at no
ISl's determination that an update or replacement is needed to maintain proper operation of Customer's system. Such
(i) rate table or software necessary to reflect changes in dialing methods; (ii) changes due to non-lSl software or
~n conjunction with Customer's system; or (iii) changes necessitated by circumstances not within ISl's control.
Assistance - Dudng the pedod of this Agreement, Customer's ISl-trained Infortel Select System Administrators
~ited telephone assistance with the operation of the Infortel Select software as installed and trained by ISl. Operational
not in any case be deemed to include data entry of any kind, reinstallation assistance or assistance with the use of non-
hardware or network issues of any kind. Enhanced Premium Support Plan Customers receive additional
as indicated in the Matrix on Page 1 of this Agreement. Any changes made by the Customer to
uration or network environment that are outside of standard maintenance procedures as outlined in the ISI training
in the assessment of Time and Materials charges. These changes include, but are not limited to, installing additional
Infortel Select PC/Server, installing~lnfortel Select on a new PC/Server, changing network or email configurations such
or email-reliant features of Infortel Select are not functional. ISI will investigate system problems as requested by
event the problem is found to be the result of configuration changes, as outlined above, Customer will be responsible
charges for the ISI effort.
and Materials Rates for Non-Covered Services - Plan customers will receive a 50% discount off ISl's then-prevailing
rates for any remote services rendered which are not covered under the Plan.
to Support Calls - While all customers will receive pdority in the case of urgent calls, response to requests for
customers will be given priority over Time and Materials customers.
Jpdates of New or Basic Features within the Infortel Select Product Line - Plan Customers will receive, at no
; version updates within the Infortel Select product line, which become available during the Support Term. These
..lude new features or may provide improved operation. ISI MAKES NO EXPRESS OR IMPLIED REPRESENTATION
~ REGARDING THE FREQUENCY OF THE ISSUANCE OF PROGRAM UPDATES OR THE NATURE THEREOF. The
all responsibility for any updated hardware requirements or any service fees required to install, implement and
~n the new version. The Customer assumes all responsibility for the fees associated with requested custom
connection with the software upgrade, even if said custom programming was previously purchased for a prior
Agreement for Existing ISI Telemanagement Solutions, Inc. Customers, Rev. B
VOL ~ z/.. PAGE lO 7_
Print Date 10/14/04
.!!~, ISI Telem;
8, THREE-YEAr
Plan Custom~
during the Su
OR IMPLIED
PROGRAM U
requirements
responsibility'
programming
g. Discount on I
prevailing list l
has been pure
10. Discounts on
the then-prev;
the Plan has
11. Free Remot~
for the end us~
no additional ¢
12. Remote Syst~
assistance in ¢
not provided b
diagnosis cam
'diagnosis" sh~
activities perfo
including utiliz~
ISl's then-prey
13. Term of Softw~
is installed at C
commence on I
Agreement Ten
prior to the expi
14. Renewal Char
Fee for subseq
Term or then c:
NOTE t: On-site vi
NOTE 2: Software
Customer Sigr
Form 1067 Infortcl Select
!iagement Solutions, Inc. Attachment B-IS-E - Telemanagement Software Support: Infortel® Select
~UPPORT Plan BENEFIT: Soft. are Upgrades to Products Within the ISl Call Accounting Family - Three-year
; will receive, at no charge, software upgrades to products within the ISI call accounting family, which become available
orr Term. These upgrades may include new features or may provide improved operation. ISl MAKES NO EXPRESS
--PRESENTATION OR WARRANTY REGARDING THE FREQUENCY OF THE ISSUANCE OF NEW PRODUCTS OR
-~RADES OR THE NATURE THEREOF. The Customer assumes all responsibility for any updated hardware
any service fees required to install, implement and receive training on the new product, The Customer assumes all
r the fees associated with requested custom programming in connection with the software upgrade, even if said custom
as previously Purchased for a prior product/version.
I~lvldual Rate ?able Purchases - Plan customers may purchase individual rate tables at a 5% discount off the then-
)~ice. Such discounts are not app cab e to "custom" rate tables or rate tables
already ordered pdor to the date the Plan
ased.
',ate Table Subscription Purchases - Plan customers may purchase rate table subscriptions at a 10% discount off of
ng list price. Such discounts are not applicable to "custom' rate tables or subscriptions already ordered prior to the date
.~n purchased.
ssistance for Rate Table Updates - Although ISI rate table updates include installation instructions and are designed
to self-install, Plan customers may request telephone assistance in performing the update of ISl-supplied rate tables at
arge.
t Diagnosis Due to or Related to Non4SI Equipment or Software - Plan customers will receive free remote
ignosing covered software difficulties which are determined by ISI to be caused by or related to equipment or software
ISl. However, while reasonable efforts will be made to investigate the problem and recommend corrective action,
t be guaranteed. Such investigation may include diagnosis of difficulties due to Customer's local area network, although
not be deemed to include the performance of activities associated with the administration of Customer's network. Any
led remotely at Customer's request to correct difficulties caused by or related to non-lSl equipment or software,
on of diagnostic sol.are, re-installation of ISI software, or administration of the Customer's network, will be billable at
ling Time and Material rates less 50%, as described in Section 5 above.
s Support Agreement - The Software Support Agreement Term shall commence on the date on which the relevant Equipment
~tomer's site; provided, however, that if installation is not being provided by ISI, the Software Support Agreement Term shall
; date this Agreement is accepted by ISl. Upon expiration of the Software Support Agreement Term, this Software Support
shall be automatically extended for increments of 1 year, unless written notice has been given by either party at least 30 days
tion of the initial Software Support Agreement Term or then current renewal period.
.s - Effective at any time after the Software Support Agreement Term, ISI may increase its annual Software Support Agreement
nt renewal periods upon notice to Customer not less than 30 days prior to the expiration of the Software Support Agreement
ent renewal period.
ts are not included under this Software Support Agreement.
tpport Agreem en~l~e~n~ndable.
I~ture: ~ ~ ~'~r~'~~~~itle: ~a~
~'-C~ Date:
are Support Agreement for Existing ISI Telemanagement Solutions, Inc. Customers, Rev. B
VOL ~q PAGE /0~'
Print Date l 0/l 4/04
,management Solutions, Inc.
CUSTOMER: Br~ :os County Court House
Service to be R~r~dered at:
Company Name I~os County Court House
Address: 3~) East 26th Street Suite #314
~'~an, T~"~'"'~ ~
-
-/-~ U ~
Attachment C- Equipment Maintenance Agreement
Contract No: 00044678
Customer No: 00044678
Company Name
Address
Effective Date:
Month Day Year
Accepted: ISl T [emanagement Solutions, Inc.
By
Title Date
CHARGES PER BILLING
PRODUCT FREQUENCY
CODE PRODUCT DESCRIPTION ZONE MONTHLY ANNUALLY
Ad' ~nced depot support for 2MB buffer box $ 593
3-y ~r support agreement paid annually @ $593 per year
Form1012 Equipment lV ntenanceAgreement-AttachmentC Rev. 4/15/04 V0~. ~;~J'~ PA~E /Oc
1 of 1
· Page 2
ISI and Customer
(the "Equipment"):
1.
ISI because
the
pay the
2. Inspection and
Equipment shall
necessary, in th~
commencement
3. Term
expiration of th,
either
4. Renewal
notice to ~
5.1
5.2 Labor and
5.3 Labor and
5.4 Labor and '
manual.
Agreement
5.5
5.6
5.7
5.8 Installation
5.9 Installation,
5.10
days written r
5.11.
6. Accrual Credit- I
of the upgrade.
7. Responsibilities
7.1
7.2 Customer ~
7.3 ~
7.4 Customer.,
ten*n of this
maintenance
NOTE 1: Equipment
October 14, 2004
following terms and conditions relating to the maintenance of the equipment listed in Schedule A on reverse side
will use its best efforts to maintain the Equipment in good operating condition, including replacement of parts deemed necessary by
parts will be fumished on an exchange basis; the failure by Customer to return the defective part will result in Customer being
ri from the Equipment become the property of ISl. Should a part or covered Equipment be unavailable, ISI reserves
a like part or Equipment. ISI shall provide service between 8:00 AM and 5:00 PM (Local Tm3e), Monday through Friday, excluding ISI-
Maintenance requested by Customer at any other time will be provided by ISI on an "as available" basis and Customer will be billed and
ISI overtime rotes.
used Equipment only) - Prior to the commencement of maintenance under this Maintenance Agreement, the
ISI to determine if it is in acceptable condition. Any repairs or adjustments then deemed
SI, to bdng the Equipment up to an acceptable condition, shall be made at lhe Customer's expense prior to the
ce Agreement- The Maintenance Term shall commence on the date on which the relevant Equipment is installed at Customer's site;
f ISl, the Maintenance Term shall commence on the date this Agreement is accepted by ISl. Upon
Term, this Maintenance Term shall be automatically extended for increments of 1 year, unless written notice has been given by
expiration of the initial Maintenance Term or then current renewal period.
- Effective at any time alter the Maintenance Term, ISI may increase its annual Maintenance Fee for subsequent renewal pedods upon
less than 30 days prior to the expiration of the Maintenance Term or then current renewal period.
am the following (which, if provided by ISI, will be b~lled to Customer at ISl's then current
Equipment damaged by accident, tim, theft, power failure, abuse, unsuitable environmental cond~ions, Customer's attempt to
the Equipment, operational errors, or other drcumstances not under the control of ISl.
provided by ISI and o~her expenses for maintenance or repair due to causes not atl~ibutable to normal wear and tear.
provided by ISI and other expenses for any repairs or adjustments deemed necessary and performed by ISI es a result of the inspection
above.
for service calls made only for the purpose of parforming operator or key operator functions as specified in the operator
will be performed without charge when ISl is present at Customer's site perfon'ning services covered by this Maintenance
I because of inadequate fadlitias on see or by the failure of equipment or system other than the Equipment, including, without limitation,
! the telephone company, by the power company, or any other vendors of equipment.
lines connecting the EquipmenL
maintenance or replacement of interconnecting cables in connection with this Agreement, except for those cables listed on Page 1.
are no longer serviceable because of excessive wear or deterioration shall be deleted from this Agreement upon 30
ISI with a corresponding reduction in the ISI Maintenance Fee.
the Customer to be shipped Ovemight (in a non-Erne~ situalJon) or NFO (Next Right Out).
pgrades any Equipment covered by this Agreement to other ISl equipment, ISl will credit the unused purlJon of this
towards a new maintenance agreement covering the new equipment at the published rates in effect at the time
' ISI service personnel upon Equlpr~ent failure or malfunction and shall allow ISI full and free access for performing maintenance on
authorize or cause modifications or alterations to be made or attempted to be made to the Equipment during the period of ~s
in advance by ISl.
request of ISI service personnel, make the Equipment available, load remote diagnostics tests ('d~ available), and permit ISI to access
service representatives to inspect the Equipment periodically.
in advance by ISI, Customer shall not perform, or cause to be performed, maintenance or repair to the Equipment dudng the
A~lreement by anyone other than aulhedzed ISI service representatives, except for simple daily or weekly preventive
to the instructions of ISl.
care in handling and operating the Equipment according to the instructions of ISl.
and non-refundable.
Form 1012 Equipment
C Rev. 4/15/04 2 of 2
V'0L PAGE
TERMS AND CON~TIONS
1. Sale and License. IilSubject to the terms and
conditions contained I~q~ein: (a) ISI hereby sells, and
Customer hereby ~rehases, the Equipment,
maintenance, installat~h, and/or training shown on
the first page hereo~~] Co) ISI hereby grants to
Customer, and Custd~er hereby accepts, a non-
exclusive license to u~
subject to th0.e term
which are incorporate
ISI hereby grants Cus~
nonexelusive license
each of the RTSS
bereinaf~cr be referre
furnish Customer one
manuals for the Equip
instructions for the Pi
Instructions"). Subse
Instructions shall be
Customer as they bo
granted herein is limit
the Programs as descr
provided by ISI~ Cu~
only on the Equipmen
previously approved i
the System only at
stated herein or at sucl
approved in writing b
or any portion thereof
authorized subject to
that its networked
exclusively for aeces,~
taken all standard and
external access to
Customer shall not: (i
the Programs; (ii) use
of a service bureau; (ii
through terminals loca
Location; (iv) make
transferable over the
network accessed
Customer; and (v)
Section 11, extract
copy or reproduce the
extraction, merging,
copy to any other pa~.
License to use thc Pr~
and does not cxte
subsidiaries, parent
clients or any other tel
2. Term of License.
pursuant to Section
License is in pcrpet~
will commence on th~
at thc System Locati~
(the "Installation Dan
installation is not beir
delivery of thc TS
Date. Within 5 days
any reason, Customer
TS and System Instrt
by ISI or, upon requc
Customer shall fumi:
compliance with the p
authorized officer of£
3. Delivery and Instalh
and risk of loss to the
F.O.B. shipping poin
date sct forth herein
shall not be liable o
date regardless of eau
Customer install thc
on a mutually cony
expense, shall provi&
installation an appro1
system in ccordanc~
failure of which will
attempted installation
rote. A cancellation
amount will be assc:
installation is subs
Customer regardless
Form 1007 Sale, License, ant
RTSS (the "RTSS License")
contained in Attachment A
herein by reference; and (c)
net, and Customer accepts, a
use TS (the "TS Lioense";
ense and TS License shall
, as the "License"). ISI shall
py of all relevant instruction
mt and any user manuals and
,,rams (collectively, "System
ent revisions of the System
,rovided at the request of
me available. Thc License
to normal and proper use of
xl in the System Instructions
,mcr shall usc thc Programs
,r such other Cxluipment as is
~vriting by ISI and shall use
astomcr's System Location
ther location as is previously
ISl. Usage of thc Programs
a nctworked environment is
stomer's written certification
atabases and servcm are
y Customer, and that it has
'.cessary measures to prevent
ae databases and servers.
~ermit any third party to use
~e Programs in the operation
allow access to the Programs
outside Customer's System
Program~ accessible to or
erect, or any public access'
users not employed by
ept as otherwise stated in
, merge, join, compile, edit,
ograms, nor deliver any such
ining, compilation, edit or
n any form whatsoever. The
rams is limited to Customer
I to any of Customer's
)rporations, subcontractors,
xl or affiliated entities.
bject to earlier termination
hereof, the term of the TS
' (the "License Term'') and
ate on which TS is installed
and accepted by Customer
; provided, however, that if
provided by ISI, the date of
t be deemed the Installation
:r any Liconse terminates for
all return to ISI all copies of
ions at the place designated
by ISI, destroy such copies.
to ISI a certificate stating
:eding sentence signed by an
:tomer.
on. Title to the Equipment
~stem shall pass to Customer
The estimated installation
approximate only, and ISI
my delay in the installation
· ISI will at the request of
;tom at thc System Location
lent date. Customer, at its
t the time of the scheduled
ate installation site for the
vith ISI's requirements, the
uit in a charge by ISI for an
the then prevailing billing
of 15% of the total order
on all orders where the
uently cancelled by the
rvice Agreement, Rev. F
4. Payment Terms. A down payment of 30% of the
Net Contract Price set forth herein is due upon
execution of this Agreement by Customer. An 7.
additional 50% of the Net Contract Price is due upon
receipt of the System by Customer, and the balance
of thc Net Contract Price is due on the Installation
Date. The RTSS Fee, Support Fee, and Maintenance
Fee (collectively, the "Fees'3 are payable annually in
advance or fully prepayable, as selected by Customer,
for the RTSS Term, Support Term, or Maintenance 8.
Term, as applicable. If the Fees are payable in
annual installments, the first payment of the Fees is
due on the Installation Date of the RTSS Term,
License Term, and the Maintenance Term,
respectively;, any subsequent installment payments
shall be due on the anniversary date(s) of the relevant
Installation Date. ff Customer upgrades TS to other
ISI products and such upgrades are not included in
the software support plan selected by Customer, ISI
shall credit (the "Accrual Credit") the unused portion
of the Support Fcc [based on the unexpired Support
Term (exclusive of renewal periods)] towards a new
software support agreement covering the new
products at the published rates in effect at the time of
the upgrade. The Net Contract Price, TS Fee, and
Fees do not include, and Customer shall pay upon
being invoiced, all transportation charges and all
taxes, duties and assessments, including penalties and
interest, now or hereaiter levied or imposed by reason
of the ~tions covered by this AgreemenL
Without limiting the foregoing, Customer shall
promptly pay to ISI an amount equal to any such
items actually paid, or required to be collected or
paid, by ISl. Customer shall pay interest at 1.5% per
moth or the highest rate permitted by law, whichever
is less, on any sum not paid within 30 days of the
date on which such sum became due.
5. Telecom Profit Optimizer. Your purchase of an ISI
telemanagement software system entities you to our 9.
Telecom Profit Optimizer ('FPO) service. Under the
TPO service, ISI will: (i) evaluate a broad range of
communication areas for opportunities to reduce
costs, including local, long distance, wireless, fax,
eonferencing, directory assistance, Interoct access,
data networks and other service areas. (ii) compile
and analyze data obtained from several sources (e.g.,
staff interviews and Customer records; contracts,
tariffs/rates, invoices, and account/service records;
PBX equipment reports; call accounting data; and
vendor quotations). (iii) provide verbal and written
status updates on a periodic, as-needed basis,
throughout the project. (iv) issue reports assessing
thc data, identifying billing error claims, and
recommending cost-saving opportunities, on-going 10.
expense conmals, vendor management and other
telecom operational matters. Thc scope of thc project
will be approved by the Customer prior to
commencing thc project. There IS no cost for this
servic? unless ISI is successful in identifying actual
Customer cost savings. If ISI is successful in
identifying actual cost savings, the fcc to be paid for
the TPO by thc Customer shall be equal to 50% of
vendor credit savings and the estimated annual cost
savings for thc year following implementation,
payable upon implementation. (Through this service
many of our Customers have realized enough cost
savings to pay for a substantial portion of their
telemanagement software system, reducing its overall
cos0. Under our Risk-Frec Guarantee, if thc
Customer's accumulated realized cost savings, during
the 12-month period following the implementation of
ISI's recommended changes, do not exceed the fees
paid for this service, ISI will refund the difference
upon written notice by the Customer.
6. Trade-In Equipment Any equipment traded in by
Customer shall become the propeay of ISI pursuant
to a proper bill of sale provided by Customer.
Customer hereby warrants that it is the sole owner of
such equipment and that it is transferring title thereto
bee and clear of all liens, security interest, and other
encumbrances. Title and risk of loss shall remain
VOL PAGE
with Customer until thc equipment has been received,
inspected, and accepted by ISI.
Support and Maintenance. If purchased by
Customer, ISI shall provide: (i) TS Support pursuant to
the terms contained in Attachment B which are
incorporated herein by reference; and (ii) Equipment
maintenance pursuant to the terms contained in
Attachment C which are incorporated herein by
reference.
Proprietary Rights. Customer acknowledges that title
to the Programs, Program updates (as referred to in
Attachments A and B, as applicable) and System
Instructions are and shall remain in ISI or its licensor,
including all applicable rights to patents, copyrights,
trademarks, and trade secrets inherent therein and
appurtenant thereto (collectively, "Proprietary
Rights"). Subject to the resections contained in this
Agreement, Customer agrees: (a) that any
replacements, updates, revisions, enhancements,
additions, new versions or convemions made to the
Programs by Customer or a third party under
Customer's control shall be deemed to be part of the
Programs and subject to the terms of this Agreement;
(b) to ~produce and include a statement of ISI's or its
licensor's ownership and Proprietary Rights on any
copies of the Programs or System Instructions, in
whole or in part; (c) not to remove from any of the
Programs or System Instructions delivered pursuant to
this Agreement any statements appearing therein
concerning ownership of Proprietary Rights. ISI or its
licensor shall have and retain all rights (including
Proprietary Rights pcrtaiuing thereto) to all copies,
partiai copies, and derivative wonks of the Programs,
and all modifications, if any, which are made to the
Prognuns and, upon termination of this Agreement,
Customer agrees to execute assignments and any other
documents necessary to evidence ISI's or its licensor's
rights thereto.
Security Interest. To secure payment of the Net
Contract Price, TS Fee, Fees and any other amounts
due hereunder, ISI reserves and Customer hereby
grants to ISI, a purchase money security interest in: (a)
thc System or any portion thereof; Co) any
substitutions, replacements, and additions thereto; and
(c) any proceeds thereof. This agreement shall be
deemed a security agreement, and a copy hereof may
be filed as a financing statement, or any other
appropriate financing statement may be filed, as
determined by ISI to be reasonably necessary to perfect
ISl's security interest. Customer hereby grants ISI a
power of attorney to execute any such financing
statement or perform any such filing on behalf of
Customer.
Warranties. (a) ISI warrants, to Customer only, that
the Equipment shall be free from defects in material
and workmanship for a period of 90 days from the
commencement date of thc Maintenance Tenn. ISI's
obligations under this warranty are limited solely to
using its commercially reasonable efforts to repair or,
at ISl's option, replace the Equipment or any
component part thereof which ISI determines to be
defective, such repair or replacement to be at no charge
to Customer. All replacement parts furnished to
Customer under this warranty shall be: (i) on an
exchange basis and thc failure by Customer to return
the defective part to ISI will result in Customer being
charged therefor; and (ii) new or refurbished and
equivalent to new, and shall be warranted as new for
the remainder of thc original warranty period.
Exchanged parts removed from the Equipment become
the property of ISI. This warranty does not cover
supplies, consumable parts, or periodic adjastotents
necessitated by normal use of the Equipment. (b) ISI
warrants, to Customer only, that TS shall be frec from
programming errors materially detrimental to the
operation of the System in substantial conformity with
the System Inslmctions for a period of I year from the
Installation Date. ISI's obligations under this warranty
are limited solely to using its commercially reasonable
efforts to correct TS or, at ISI's option, issue new TS
free of programming errors determined by ISl to be
it~.
materially deffimental
(c) ISI,warrants, to Cu
the terms contained
have no obligation pm
or (c), as the case ma
maintenance pursuant
the event that: (i) the
been subject to ab~
application, alteration,
storage, transpoRation:
or of~urr~nee5 Rio
Equipment or Ping
provided in At~chm~
applicable) are used
with other equipmo
supplies, or soRware
(iii) installation, repai~
other work on the
performed by Custome
same shall have been
by ISI; (iv) Custom~
service conforming to
ISI's requirements; or
perform preventative
as specified in ISI's
work performed by IS
CO) shall be performed
during ISI's regular
reasonably possible
'All requests for wa
paragraph (a) and CO
warranty period as
FOREGOING LIMITI
LIEU OF ALL OTI-I~
KIND WHATSOEVEI
STATUTORY, INCI
WARRANTY OF
FITNESS FOR A PAR
11. Indemnification. IS
Customer harmless fro
the Programs fumist
United States patent, tn
defend or settle any s
costs and damages fins
that are attributable
Customer: (a) pmmptl
claim; (b) provides
assistance to settle or
grants ISI sole authoriv
settlement of such cia
settle any such claim
written approval. If, as
threat thereof, ISl
enjoined f~om using
option and expense,
Customer to continue
replace or modify the
non-infringing. If
alternatives is aVailabh
discontinue the Licens
and, upon the return b'
shall refund to Custom
the infringing Program
the TS Fee paid for the
a 5-year straight-line ar
to commence on the da
RTSS is the infringin
RTSS Fee is paid annu
of the RTSS Fee paid
calculated by dividing
yet delivered during th,
(z) if the RTSS Fee i
multiple annual period:
the TS Fee or RTSS
Program based on a si
the RTSS Tenn. The
liability and obligatior
remedy of Customer w:
any patents, trademal
Programs or any parts
expressly waives any
Form 1007 Sale, License, and S
the operation of the System.
~mer only, RTSS pursuant to
~ttachment A. (d) ISI shall
ant to subparagraph (a), Co),
be, or to provide support or
Attachments A, B, or C, in
quipmem or Programs have
· improper installation or
~cident, or negligence in use,
r handling, and such actions
the fault of ISI; (ii) the
ns (except as otherwise
s A and B, to the extent
combination or connection
attachments, peripherals,
approved in writing by ISI;
adjusmaent, maintenance or
quipment or Programs is
~r any third party, unless the
~ressly authorized in writing
has not provided electrical
~ National Elecffic Code and
r) Customer fails to timely
intenance on the Equipment
eration man~. Warranty
mrsuant to paragraph (a) or
a regular business days and
iuess hours as promptly as
awing Customer's request.
try fulfillment pursuant to
must be made during the
~tated herein. (d) THE
, WARRANTIES ARE IN
WARRANTIES OF ANY
EXPRESS, IMPLIED, OR
DING ANY IMPLIED
ERCHANTABILITY OR
U~-LAR PURPOSE.
shall indemnify and hold
and against any claim that
[ hereunder infringe any
mark, or copytight ISI will
h claim, and will pay any
, awarded against Customer
such claim, provided that
)titles ISI in writing of such
rensonablc information and
cloud such claim; and (c)
nd control of thc defense or
In no event will Customer
action without ISI's prior
result of any such claim or
Customer is permanently
Programs, ISI, at its sclc
ay procure thc right for
use the Programs, or may
ograms so that it becomes
ther of thc foregoing
ISI's sclc opinion, ISI may
pon 30 days written notice
2ustomcr of thc Programs,
thc following: (i) if TS is
he unamortized portion of
~ffinging Program based on
rtization, such amortization
of this Agreement; or (ii) if
Programs, then (y) if thc
y in advance, a percentage
br thc infringing Program
~ number of rate tables not
~,TSS Term by four (4); or
prepayablc in advance for
~hc unamoaized portion of
,'c paid for thc infringing
ight-linc amoaization over
)regning states thc entire
of ISI and thc exclusive
respect to infringement of
;, or copyrights by thc
reof, and Customer hereby
~er such claims. ISI shall
ice Agreement, Rev. F
have no liability hereunder if the alleged
infringement is based upon: (i) the combination of
the Programs with any software not fumished by ISI
to Customer; (ii) the modification of the Programs
other than by ISI; (ii) the use of the Programs as part
of any infringing process; or (iv) the use of other than
a current unaltered release of thc Programs.
12. Confidentiality. The System and the System
Insmactions contain trade secrets of ISI or its licensor
and are provided to Customer on a confidential basis.
Customer shall maintain the confidential nature of the
System, System Instructions, and any information
regarding the business al'faits, property, method of
operation, or other information relating to ISI or its
licensor (collectively, "Confidential Information") by
taking every reasonable precaution to protect the
confidentiality thereof~ but in no event less than the
degree of care Customer uses to maintain the
confidentiality of Customer's own confidential
information. Customer shall not disclose or otherwise
make available the Confidential Information, or any
portion thereof, to any person other than any
employee of Customer having a need to know.
Customer shall take approptiate action, by instruction
or agreement with such employees, to protect the
confidentiality of the Confidential Information.
Customer will use its best efforts to assist ISI or its
licensor in identifying and 'preventing any
unauthorized use or disclosure of the Confidential
Information or any portions thereof. The System is
offered for sale or license and is ~old and licensed by
ISI subject, in eve~ case, to the condition that such
sale or license does not convey any right, expressly
or by implication, to manufacture, deeompile,
disassemble, reverse engineer, modify, duplicate, or
otherwise copy or reproduce the System or any
portion thereo~ provided, however, that Customer
may make one copy of the Programs for backup
purposes only. The provisions of this Section 11 shall
survive the termination of this Agreement.
13. Injunctive Relief. Customer acknowledg~ that any
breach of its obligations under this Agreement with
respect to the Proprietary Rights in Section 7 or the
Confidential Information in Section l l shall
immediately give rise to continuing irreparable injury
to ISI or its licensor inadequately compensatory in
damages at law. Accordingly, ISI or its licensor shall
be ontiflod to obtain immediate injunctive relief
against the breach or threatened breach of any of the
foregoing undertakings, in addition to any other legal
remedies which may be available, and Customer
consents to and will not oppose the obtaining of such
injunctive relief.
14. Limit~flon of Liability. ISI'S MAXIMUM
AGGREGATE LIABILITY ARISING OUT OF
THIS AGREEMENT, THE TERMINATION
THEREOF, OR THE PERFORMANCE OR
NONPERFORMANCE OF THE SYSTEM FOR
ANY CAUSE WHATSOEVER, AND
REGARDLESS OF THE FORM OF ACTION,
WHETHER BASED UPON CONTRACT, TORT,
OR OTHERWISE, SIt~LL NOT EXCEED (i) Tim
PURCHASE PRICE (AS TO EQUIPMENT)
ACTUALLY PAID HEREUNDER BY
CUSTOMER, OR (ii) THE LICENSE FEE (AS TO
TS AND RTSS) AND/OR SUPPORT FEES (AS TO
TS) ACTUALLY PAiD HEREUNDER BY
CUSTOMER WITHIN THE PRIOR 12 MONTHS,
AND, IN EACH CASE, FOR THE PARTICULAR
ITEM OF THE SYSTEM THAT CAUSED THE
DAMAGE OR IS THE SUBJECT MATTER OF OR
IS DIRECTLY RELATED TO THE CAUSE OF
ACTION. IN NO EVENT SHALL ISI BE LIABLE
TO CUSTOMER OR ANYONE CLAIMING
THROUGH OR AGAINST CUSTOMER FOR (i)
COSTS OF PROCUREMENT OF SUBSTITUTE
GOODS; OR (ii) ANY INCIDENTAL, SPECIAL,
INDIRECT, EXEMPLARY, OR
CONSEQUENTIAL DAMAGES (INCLUDING,
BUT NOT LIMITED TO, DAMAGES FOR LOST
PROFITS, LOSS OF USE, LOSS OF DATA, OR
15.
16.
17.
18.
INTERRUPTION OF BUSINESS) RESULTING
FROM OR ARISING OUT OF THE DELIVERY,
INSTALLATION, OPERATION, PERFORMANCE,
NONPERFORMANCE, OR USE OF THE SYSTEM
OR SYSTEM INSTRUCTIONS, EVEN IF ISI HAS
BEEN ADVISED OF THE POSSIBILITY OF SUCH
DAMAGES. THIS LIMITATION SHALL APPLY
NOTWITHSTANDING ANY FAILURE OF
ESSENTIAL PURPOSE OF ANY LIMITED
REMEDY PROVIDED HEREIN.
ISI Remedies. In the event Customer fails to pay any
amount due and owing hereunder or fails to perform
any other obligation hereunder, ISI shall have, in
addition to any other remedies at law or in equity, the
tight to: (a) terminate this Agreement, whereupon
Customer's right to use the System and System
Instructions shall cease; Co) terminate support service;
and (c) take immediate possession of the System,
System Iusttuctions, and all copies of the Programs
wherever located and retain all prior payments for the
System not as a penalty but as compensation for the
loss suffered by ISl. Customer shall pay ISI all costs
and expenses, including reasonable attorney's fees,
incurred in exercising any of its rights and remedies
hereunder. If more than one Customer is named in this
Agreement, the liability of each hereunder shall be
joint and several. ISI's fights shall be cumulative and
no delay or failure oflSI to exercise in any respect any
fight or remedy hereunder shall operate as a waiver
Force Majeure. ISI shall be ex~used from
performance he,under and shall not be liable for any
failure or delay in performing its obligations hereunder
due to causes beyond its control
Choke of Law. This Agt~ement and performance
hereunder shall be governed by the laws of the State of
Illinois. The sole jutisdietion and venue for any
litigation or other dispute settlement proceeding arising
out of this Agreement shall be an appropriate tribunal
located in Chicago, Illinois.
GeneraL This Agreement constitutes the entire
agreement between the parties, which supersedes all
prior proposals, agreements, and representations,
whether oral or written, between the parties relating to
this Agreement. This Agreement may not be modified,
amended, or changed except by vn'itton agreement
between the parties. Any terms or conditions of any
purchase order or other instrument issued by Customer
in addition to or inconsistent with the terms and
conditions of this Agreement shall not be binding upon
ISI and shall not apply to this AgreemenL Should any
provision of this Agreement or any remedy provided
for herein be held invalid or unenforceable by any
court of competent jurisdiction, the remaining
provisions and remedies shall remain in full force and
effect. This Agreement shall be binding upon and inure
to the benefit of all parties, their heirs, personal
representatives, successors and assigns, but neither this
Agreement nor the License and tights granted
hereunder shall be assigned, sublicensed, or otherwise
transfer~d by Customer without the prior written
consent of ISI. Customer hereby acknowledges that
ISI's liconsors are third party beneficiaries of this
Agreement with respect to those non-payment
provisions of this Agreement governing the licensing
and permitted use of the Programs (or portions thereo0
licensed by ISl. Any notice required or permitted
under this Agreement shall be in vaiting and be
deemed given: (a) if by hand delivery, upon receipt
thereo~ or Co) if mailed, 3 days after deposit in the U.S.
Mail, sent by registered or ceaified mail, return receipt
requested, postage prepaid, delive~l or addressed at
the addresses set forth herein, or at such other address
provided by advance written notice to the other party.
The headings or capfens of paragraphs are for
identification purposes only and do no limit or conslxue
the contents of the paragraphs.
Septemb
Dear Val
Currentl~
Please nc
terms ant
1. Acces,,
The follo
In order to
assistance
until a Sys!
covered b
2. Rem¢
The follo
ISI require.,
diagnostics
Customer,
of the cust(
reserves th
though the,.
one year ot
4. Remol
The follo
During the
assistance
shall not in
of non-ISI.,
receive ad(
applicable)
of standard
and Mated;
installing th
email-reliar
Customer.
will be res
5. Prefe:
The follo
Plan custor
rendered w
16, 2004
:d ISI Customer:
you have a Software Support Agreement with ISI Telemanagement Solutions, Inc.
that renewal of your agreement indicates acceptance of thc fo]lowing changes in
~onditions:
to our Customer Service 800 Number
,ing sentences have been added:
)nfirm that a request for service is a bona fide service issue, ISl will only accept a service call requesting
rom a Customer-designated, trained System Administrator. ISI reserves the dght to defer assistance
~ Administrator is available or to bill for such support or Service calls even though they may normally be
n ISI service agreement, if ISI is requested to work with untrained personnel.
Diagnosis of Covered Software
5rig changes have been made:
emote access to our Customer's system. While ISl uses PC Anywhere as our preferred remote
;oftware, we are able to work with many other remote access methods as requested and provided by the
cluding PAS or VPN connections, etc. ISI will remotely diagnose reported difficulties with the assistance
~er staff. If support is requested, and the Customer does not have remote diagnostics available, ISI
right to defer assistance until remote access is available or to bill for such support or service calls even
Hay normally be covered under an ISI service agreement. If the software is found to be defective within
~urchase, ISI will replace or correct the software at no charge.
Operational Assistance
5ng changes have been made:
;dod of this Agreement, Customer's ISl-trained System Administrators will receive unlimited telephone
ith the operation of the lnfortel Select software as installed and trained by ISI. Operational Assistance
ny case be deemed to include data entry of any kind, reinstallation assistance or assistance with the .use
[tware, non-ISI hardware or network issues of any kind. Enhanced Premium Support Plan Customers
ional administrative operational assistance as indicated in the Matrix on Page 1 of this Agreement (if
Any changes made by the Customer to the system configuration or network environment that are outside
~aintenance procedures as outlined in the ISI training sessions may result in the assessment of Time
; charges. These changes include, but are not limited to, installing additional software on the PC/Server,
product on a new PC/Server, changing network or email configurations such that network-reliant or
features of the product are not functional. ISI will investigate system problems as requested by
i the event the problem is found to be the result of configuration changes, as outlined above, Customer
lsible for Time and Matedal charges for the ISI effort.
Time and Materials Rates for Non-Covered Services
'ing sentence has been changed from a 20% discount to a 50% discount.
.~rs will receive a 50% discount off ISl's then-prevailing Time and Materials rates for any remote services
ch are not covered under the Plan.
~Ot ~pq P~,GE /I,5
7. Infort
This sect
Version
Plan cust(~
during the
NO EXPR[
ISSUANCE
any update
version. TI
connection
product/ve~
8. THRl~
ISI Call
This sect:
Three-year
family, whi(
improved o
THE FREC
THEREOF
required to
the fees as
custom pro
9. Disco~
This sectl
Plan custer
are not apl:
purchased.
Select Updates of New or Basic Features within a Product
n has been changed fi-om providing free updates of new or basic features within a
within a Product Line, as follows:
ars will receive, at no charge, software version updates within a product line, which become available
jpport Term. These updates may include new features or may provide improved operation. ISI MAKES
;S OR IMPLIED REPRESENTATION OR WARRANTY REGARDING THE FREQUENCY OF THE
DF PROGRAM UPDATES OR THE NATURE THEREOF. The Customer assumes all responsibility for
hardware requirements or any service fees required to install, implement and receive training on the new
~ Customer assumes all responsibility for the fees associated with requested custom programming in
tith the software upgrade, even if Said custom programming was previously purchased for a prior
on.
;-YEAR SUPPORT PLAN BENEFIT: Software Upgrades to Products Within the
.ccounting Family ~ '
,n has been added as a new benefit:
'lan Customers will receive, at no charge, software upgrades to products within the ISI call accounting
become available during the Support Term. These upgrades may include new features or may provide
.~ration. ISI MAKES NO EXPRESS OR IMPLIED REPRESENTATION OR WARRANTY REGARDING
ENCY OF THE ISSUANCE OF NEW PRODUCTS OR PROGRAM UPGRADES OR THE NATURE
The Customer assumes all responsibility for any updated hardware requirements or any service fees
~stall, implement and receive training on the new product. The Customer assumes all responsibility for
)ciated with requested custom programming in connection with the software upgrade, even if said
~mming was previously purchased for a pdor product/version.
at on Individual Rate Table Purchases
n has been modified to reflect the correct discount rate:
.~rs may purchase individual rate tables at a 5% discount off the then-prevailing list price. Such discounts
:able to "custom" rate tables or rate tables already ordered pdor to the date the Plan has been
10. Discol~nts on Rate Table Subscription Purchases
This sectl~n has been modified to reflect the correct discount rate:
Plan custo~rs may purchase rate table subscriptions at a 10% discount off of the then-prevailing list price. Such
discounts ql'~ not applicable to "custom" rate tables or subscriptions already ordered prior to the date the Plan has
been purebred.
11. Rem{
This secti
Time
Plan custor
by ISI to be
be made to
investigatio
be deemed
activities pc
or software
Customer','
5 above.
e System Diagnosis Due to or Related to Non-ISI Equipment or Software
n has also been changed to reflect the 50% discount (rather than 20% discount) on
aterials rates, as indicated below:
.~rs will receive free remote assistance in diagnosing covered software difficulties which are determined
aused by or related to equipment or software not provided by ISl. However, while reasonable efforts will
3vestigate the problem and recommend corrective action, diagnosis cannot be guaranteed. Such
may include diagnosis of difficulties due to Customer's local area network, although "diagnosis" shall not
) include the performance of activities associated with the administration of Customer's network. Any
'ormed remotely at Customer's request to correct difficulties caused by or related to non-ISI equipment
ncluding utilization of diagnostic software, re-installation of ISI software, or administration of the
~etwork, will be billable at ISl's then-prevailing Time and Matedal rates less 50%, as described in Section
12. Tern
This sect
The Softw~
Customer!,'
Term shall
Agreemenl
unless writ
Support Ac.
13. Rene
This sect
Effective al
Agreemen!
of the Sofb,
All Softy
Thank yc
to come!
Sincere1,
Mary E.
Vice Pre.
ISI Telen
of Software Support Agreement
~n has been added:
Support Agreement Term shall commence on the date on which the relevant Equipment is installed at
;ire; prov dedl however that if installation is not being provided by ISI the Software Support Agreement
~mmence on the date this Agreement is accepted by ISl. Upon expiration of the Software Support
'erm, this Software Support Agreement Term shall be automatically extended for increments of 1 year,
notice has been given by either party at least 30 days prior to the expiration of the initial Software
;ement Term or then current renewal period.
~al Charges
,n has been added:
~ny time after the Software Support Agreement Term, ISI may increase its annual Software Support
:ee for subsequent renewal periods upon notice to Customer not less than 30 days prior to the expiration
~re Support Agreement Term or then current renewal pedod.
a'e Support Agreements are non-cancelable, non-refundable.
We appreciate your business and look forward to a continued relationship for years
~ehmhoefer
~ent of Customer Support
tnagement Solutions, Inc.
Septe ~ber 16,2004
Dear ralued ISI Customer:
Cum Ily, you have an Equipment Maintenance Agreement with ISI Telemanagement
Solut )ns, Inc. Please note that renewal of your agreement indicates acceptance of the
follm ina changes in terms and conditions:
Secti~ ~ 1. Definition of Service:
The f llowing sentence has been added:
Shoul([I ~a part or covered Equipment be unavailable, ISI reserves the right to substitute a like part or
Equip~ll nt'
.~t~ntli' '1 z[ I~ o. newM ('~harc~o.~
~1;'" il(~w~i;~';Ve'l~;n~:'~;een changed from 75 to 30 days
Effect
subsel
Maint~
Secti~
The
Shipp
situati(
All E
Than~
years
Since
Mar,
Vice l
ISI T,
: at any time after the Maintenance Term, ISI may increase its annual Maintenance Fee for
~ent renewal periods upon notice to Customer not less than 30 days prior to the expiration of the
ance Term or then current renewal pedod.
~ 5. Non-Standard Service:
[lowing sentence has been added as a non-covered item:
charges for Equipment requested by the Customer to be shipped Overnight (in a non-Emergency
or NFO {Next Flight Out).
ipment Maintenance Agreements are non-cancelable, non-refundable.
~ou. We appreciate your business and look forward to a continued relationship for
come!
ly,
~. Wehmhoefer
resident of Customer Support
emanagement Solutions, Inc.
REMIT TO:
ISI TELEMA!
31231 NETW(
CHICAGO,
(847) 995-~
A/R CUSTOM!
SOLD TO:
BRAZOS C
300 EAS%
S-316
BRYAN
ATTN: AC
SHIP VIA:
CUSTOMER P.O.
ITEM NO.
/M
* * * * AMOU
PLEASE REFERENC
~ND INVOICE NUM}
*** INVOICE ***
~GEMENT SOLUTIONS·
PLACE
60673-1312
02
INC.
INVOICE NUMBER:
INVOICE DATE:
PAGE 1
6057293-IN
09/15/04
#: 00-0044678
UNTY COURT HOUSE
26TH STREET
TX 77803
OUNTS PAYABLE
SHIP TO:
ORDER NUMBER:
ORDER DATE:
SALESPERSON:
I' Br_a z..os County
Au litors Office
D044
INVOICE TYPE PAYMENT TERMS
PMA PAYABLE ON RECEIPT
ORDERED SHIPPED BACK ORD PRICE AMOUNT
ERVICE AGREEMENT IWN00440C
{AZOS COUNTY COURT HOUSE
~REEMENT RENEWAL FOR 11-05-04 TO 11-05-05
)NTRACT AMT: $640.00
)R SERVICE FROM 11-05-04 TO 11-05-05
~ NOW DUE * * * *
)R SERVICE AT THE FOLLOWING LOCATION(S)
0000044678 BRAZOS COUNTY COURT HOUSE
300 EAST 26TH STREET , BRYAN
ITEM NO ITEM DESC SERIAL NO.
003138 POLLSAFE MODEL P5680201327
· TX
640.00
YOUR A/R CUSTOMER NUMBER
CR WITH YOUR PAYMENT. THANK YOU!
VOL PAGE. l
TAXABLE AMOUNT:
NONTAXABLE AMT:
SHIP & HANDLE:
SALES TAX:
INVOICE TOTAL:
.00
640.00
.00
.00
640.00
REMIT TO:
ISI TELEMA~
31231 NETWC
CHICAGO, II
(847) 995-C
A/R CUSTOM5
SOLD TO:
BRAZos C
300 EAST
S-316
BRYAN
ATTN: AC
SHIP VIA:
CUSTOMER P.O.
*** INVOICE ***
~GEMENT SOLUTIONS,
~K PLACE
60673-1312
~02
INC.
#: 00-0044678
UNTY COURT HOUSE
26TH STREET
TX 77803
OUNTS PAYABLE
PAGE, 1
INVOICE NUMBER:
INVOICE DATE:
6057292-IN
09/15/04
SHIP TO:
ORDER NUMBER:
ORDER DATE:
SALESPERSON:
rtl =, osCougty
D044
INVOICE TYPE
PMA
PAYMENT TERMS
PAYABLE ON RECEIPT
ITEM NO. ORDERED SHIPPED BACK ORD PRICE AMOUNT
ERVICE AGREEMENT IWN00440B
RAZOS COUNTY COURT HOUSE
SREEMENT RENEWAL FOR 11-05-04 TO 11-05-05
DNTRACT AMT: $1499.00
/M
* * * * AMOU
DR SERVICE FROM 11-05-04 TO 11-05-05
NOW DUE * * * *
DR SERVICE
AT THE FOLLOWING LOCATION(S)
0000044678 BRAZOS COUNTY COURT HOUSE
300 EAST 26TH STREET , BRYAN
ITEM NO ITEM DESC SERIAL NO.
008973 IFW 1000 PKG.
008976 IFW CAPS 1-5 SI
, TX
1,499.00
PLEASE REFEREN~
AND INVOICE
YOUR A/R CUSTOMER NUMBER
WITH YOUR PAYMENT. THANK YOU!
TAXABLE AMOUNT:
NONTAXABLE AMT:
SHIP & HANDLE:
SALES TAX:
INVOICE TOTAL:
.00
1,499.00
.00
.00
1,499.00
Brazos County Courthouse
%nfortel Select Call Accounting Upgrade Proposal
August 23, 2004
IST Tele agement Solutions, ]~nc. Art Niemaszyk (847) 706-5093
!05! Perir~ ~ter Drive, Suite 200 Fax (847) 995-0003
Schaumbut IlL 60173
TS[ Part #1 Unit Price (~ Total Price
011100 ~ Upgrade from .rnfortal for I/Yindow~ ;JO00 version 4.2.2 to $ 4,496 I No charge*
/
.rnfortol ~elect .~000 Oe~/~op vera/on
008969S-Q i Rrst of 3 years Rate Table Subscription - 4 updates/year 760 I 760
51203 I Rrst of 3 years Software Support for Infortel Select 1000 1,388 I 1,388
2710A-53 [ Fimt of 3 yea~ advanced depot support for existing 2MB buffer box 593 I 593
008982 i On-site installation & training 1,800 I 1,800
Total Cost ~ year for .rnfortel ~elect b~/stem $
Tax and freight additional
* No charge [l notJon based on 3 year support and Rate Table Subscription agreement, billed annually.
2"~ Year Sup? t & Rate Tables Cost $ 2,741
3~ Year SuPP~ t & Rate Tables Cost 2,741
Total [ $10,023
l'nfortel
Pentium
3.5" Flop
CD-PON
40 GB Hz
512 MB [
Two Seal
One Para
One Mou
Window.,
elect Minimum PC Reauirements:
2 Ghz or Faster Processor
Disk Drive
dve
2rive
Ports
.,I Port
: Port
000 Professional or Windows XP Professional
Brazos County Courthouse - Site ID #q4678
This
PBX.
was prepared based on i main site with no more than 1,000 extensions using a Nortel Option 61C
Notes:
1)
2)
3)
4)
s)
customer will furnish the PC and Laser Printer. PC requirements are listed above.
database will not exceed 2 million total transactions (call records) on line; if so, Infortel Select
configuration is required.
work will be done at the time of the initial installation. Any work required afterward may be subject
31 charges. These may include, but are not limited to, charges for return trips, data entry, or
configuration work,
)ment/software that is shipped and is then returned to IS! is subject to a 25% restocking fee.
services are scheduled from 8:30AM - 5PM local time, Monday through Friday excluding
6) Technical Support is available from 7AM-7PM Centra! Time, Monday through Friday excluding
7) luote does not include any applicable taxes or shipping and handling charges.
8) 'dcing is valid for 90 days from date of quote.
* Your I~Jrchase of an IS! telemanagement software system entitles you to our Telecom Profit
Optimiz ~ (TPO) service. As part of the TPO, IS! will review your telecom invoices, contracts, etc. to
(1) ider~l~f~ and obtain vendor refunds due to billing errors, (2) provide recommendations on how to
reduce~ur overall voice and data communication costs on an ongoing basis, and (3) implement
approv~l~ recommendations. There is no cost for this service unless IS! is successful in creating
actual c~t savings. Through this service many of our customers have realized enough cost savings to
pay for [] substantial portion of their telemanagement software system, reducing its overall cost.
Brazos County Courthouse - Site ID #44678
Brazos County
Purchasing Department
300 EAST 26TH STREET SUITE 117 BRYAN, TX 77803
PHONE (979) 361-4290 FAX (979) 361-4293
Purchasing Agent
~hens, Senior Buyer
Marcia Mann, Buyer
Robin Wood, Admin. Assist.
;WAL ACCEPTANCE
By
and
I undo
2004
YOU1
herewith, I acknowledge and agree to renew Bid #2003-054,
LIMESTONE AGGREGATE, in accordance with all terms
previously agreed to and accepted.
this agreement will be for the period beginning November 30,
December 30, 2004.
CONTRACTORS
Auth~
BRAi
AppI~
DS COUNTY
)VED:
Date
Date
VOL
g
........ o~,~,~ ....
o
DAi ILL
INDU
TRIES
Maintenance
Agreement
Connecting Curtoz 'r~ To Total Solutions
Order Date: II Effective Date:
Service Locali~n:
Name
Address f /
City/State/Zip d~ ,~.-x ~ .~2C~,~ County
Houm of Ope~flon:
ICustomer No:
Bill To:
Name
Austin 512-83 6-21 O0
Bryan 979?774-2200
Corpus Christi . 361-289-0900
Dallas 817-329-1017
Harlingen 956-425-3010
La redo 956-724-8188
San Antonio 210-805-8200
Tyler 903-509-8200
ILease No: I PO No.
Jel Serial No.' "~ Start Meter
Special Instruc~ns: . ------
,,," ',. PriC6"11"i ', . .;'" ":'.,' .COpies/Scans ..... "'"',' ~' ': ......... Additional Copies/SCans Price "' "'
$ .~ ,~c~ Includes: ~_.~ From: ~.~---~/ To' +' Cost;
per: '.~ ' per: , ~ From: To' Cost:
From: To · Cost:
· . ' .Maintenance Includes: : .' : 'ElectriCal Requiremehts: "
~m [~'e~loper [:~P~x~Option [:3S~1~ Use Circuit
I ICo~r Supplilats F-lPrint Controller [:]Dedicated Line
~1'~ck T nerl 'l Labor & Travel EISpecial:
sPe~e__~fl1~ature
/ ~Ue:'
Dahill Industries Acc
oT~er. This
~greeme~ which do not
// ~ .-- Date
ptance
sup~=~des any other wfilten or oral communications between the parties. DahUI Inclusldes is
~i~4i,h~ be]owr you a~.~.,~,[ the terms end cc.-,G;Jons of the cc.~bi~
Credit Approval
Account Manager Date
Title
1. TERM
This agreemer
occurs first) pv
maintenance e
subject to any
thereafter.
2. CANCELLATI(
This agreemer
3. BREACH OR I
If the custome
equipment or ~
including the r
All equipment i
(1) Ma
(2) ~
(3) Ma
H) on
If the custome~
Industries may
4. RELOCATION
Burr agrees
event of such
5. NO WARRAN~
· Other than the
WARRANTIES
RESPONSIBLI
PERFOP, MA~
6. PARTS AND
Dahlll Indust
7. ASSIG~4MENT
No assignment
8. COMPLETE Al
Buyer specifics
been relied on
· 9. RECONDITIO~
This agresmen
accident or mis
10. CHARGES
The initial chaq
respect to any ~
the Initial term i
specification of
any pest baier~
INDUSTRIES 1:
SATISFIED. If
11. SERVICE HOL
In the event sel
following ratee.
5:00 p.m. to ml~
12. CONNECTED i
Connected equ
published rate.
TERMS AND CONDITIONS
~hall become effective upon receipt by Dahlll Industries in accordance to term, maintenance charge and maxlmum number of copies(whichever
dad on the reverse side hereof. Unless notified in writing sixty (60) days prior to the expiration date hereof by the customer o~: Dahlll Industries, this
semant shall be automatically renewed for the same successive period of time upon the same terms and conditions as stated herein end shell be
ce/rate Increase necessary to conform to the then Dahlll Industries rates (not to exceed 10% per year) a. nd at any twelve (12) month interval
nay not be transferred If the equipment Is sold or title is transferred. This agreement is non-cancelabis or refundable.
FAULT
:)es not pay all charges for maintenance or pads as provided hereunder, promptly when due: (1) Dahlll Industries may (a) refuse to seneca the
~urnlsh service on a C.O.D. *Per Call" basis at published rates and (2) the customer agrees to pay Dahill Industries cost and expenses of collection
;onable attorney's fee permitted by law in addition to all other rights and remedies available to Dahlll Industries. '
dnbY Dab!II Ind.ustds. s. is design ..~ t_o give _ex. cai. lent.performance when operated within the following guldelinas
es mus~ ee places In a normal omca sarong a'es worn excessive dust, humidity, temperature and ammonia fumes.
ines must be operated on an isolated electrical line (if so noted on reverse side of this document).
ines should be operated within the specified volume limitations.
suppr~es within manufacturer required specifications should be u~ed.
~erates any machine outside the above listed guidelines and thereby causes abnormally frequent sewlce calls or service problems, then Dahlll
~ option, terminate this agreement Immediately. In that event, the customer will be offered service on a 'per cell' basis et published rates.
to relocate the equipment subject to the Malntanance Agreement portion of thl~ agreement outside of Dahlll Industries servlctng ar~a and In the
,::atkm Buyer agrees that this agraemant shall be deemed terminated by Buyer and Buyer agrees to pay balance remaining on agreement.
,llgaflona set ~orlh herein, DAHILL INDUSTRIES DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED~ INCLUDING ANY iMPMED
F MERCHANTABILITY, FITNESS FOR USE OR FITNESS FOR A PARTICULAR PURPOSE. DAHILL. INDUSTRIES SHALL NOT BE
:OR DIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES. INCLUDING BUT NOT LIMITED TO, DAMAGES ARISING OUT OF THE USE OR
OF THE EQUIPMENT OR THE LOSS OF USE OF THE EQUIPMENT AND CUSTOMER HEREBY WAIVES ANY CLAIMS THEREBY.
=PLIES
viii retain title to all supptles furnished hereunder, Including consumable pads such es drum remains, with Dahlll Industries until said supplies are
~-tent they may not be further utilized in lhe copy making process.
' any rights thereunder shell be valid as to Dahlil Industries unless consented to in v~ting In advance by same.
[EEMENT
agrees that NO OTHER representations, constitutions or warranties other than those set specifically In writing herein have been made or have
the making of this agreement.
IG
oas not include: In shop reconditioning or oven%auling that requires major disassembly. The replacement of trays, dcora & covers caused by
e. The repairs necessitated by the use of toner not consistent with 1he model copier listed on reverse side.
for maintenance under this agreement shall be the amount set forth as the "Rate" on lhe reversed side hereof. The maintenance charges with
i~wal term will be Dahlil Industries charge In effect st the time of renewal. Customer agrees to pay the tote[ of all charges for maintenance during
J any renewal term within 10 days of the date of Dahlil Industries Invo(ca for such charges. Customer understands that alterations. Attachments or
gee may require an increase In maintenance charges and agrees to pay such promptly when due. Dahlll Industries is hereby authorized to offset
' BALANCES SHALL HAVE BEEN
~hill industries does not receive the current month copy count, the current month Maintenance Agreement charges will be estimated.
;e is requested by the custome~ other than 8:00-5:00 Monday-Friday, it will be provided, If available with forty eight hour prior notice, subject to the
~rvlce pedormed on Saturday between 8:00 a.m. and 5:00 p.m., will be at one and one-half times the prevailing hourly rate. Service performed after
Ight, Sunday and holldaye will be charged twice the hourly rate.
)PIER/PRINTERS
nent will be covered up to the computer/network co..noection. Service calls produced by computer/network p~obiems may be billed at current '
DI
DATE
ITEM:
BRAZOS COUNTY
COMMISSIONERS' COURT ACTION FORM
'MENT Road and Bridge NUMBER 5600'10
COURT MEETING: November 23, 2004
;rmission to enter Dwayne Creers property located off Shirley Road for the
clearinq an approximate 50' X 50' area for siqht distance for the health,
welfare of the general public. Site is located in Precinct 2.
SOUR( OF FUNDS: N/A
PRESE
Area may be treated with an herbicide and hand cleared of brush;
all debris will be hauled off from the property.
SUBMI~ ED BY:
I~ic~rdLi~. Vance, P.E.
County I~gineer
CC04-1 II ~
This Re~:~uest is Approved (or) Denied
Date:I1 _
R~dy ~1~, (~ou~"'ty-Judge
APPROVED BY:
CTommissioner E. Duane Peters
Precinct 2
,by Commissioners' Court
Randy Sims
County Judge
Tony Jones
Commissiom
Duane Peten
Corem/ss/onE
Kenny MallarE
Commissione~
Carey Cauley
Commissione~
I. I,
I1.
i11.
IV.
L(
DI
BRAZOS COUNTY
PRIVATE PROPERTY ACCESS PERMISSION FORM
)ct 1
'ct 2
'ct 3
ct 4
ND OWNER AND ADDRESS
Date October 26, 2004
Dwayne Creel
2103 Williams Way
Bryan, Texas 77808
CATION OF WORK
Shirley Road at ~M 2038
SCRIPTIONOFWORKTOBEDONE Permission to enter propert7 to clear
approximate 50~ x 50' area for sight distance for the health, safety and
lfare of the general public. Area may by treated with a herbicide then
nd cleared of brush. Ail brush and debris will be hauled off from the
operty.
!NTENANCE YES ~ NO
'ES, ESTIMATE FREQUENCY OF MAINTENANCE
as needed
(Owner will
to maintenance)
RiC~rd F"[ Vance, P.E. E~r Z.;,:'c; ,"oreiiian/'Right o~°V~ay Agent
County E igineer
Owner's ignature: ~~-~--~~ ~
DATE