HomeMy WebLinkAbout01 - CC-5 - Renewal of the Oracle/Peoplesoft Support - 1/18/2011CITY COUNCIL AGENDA REPORT
MEETING DATE: January 18, 2011 ITEM NUMBER:
SUBJECT: Renewal of the Oracle/PeopleSoft Support Agreement
DATE: OCTOBER 25, 2010
FROM: Administrative Services Department/I.T.
PRESENTATION Richard Kirkbride, I.T. Manager
BY:
FOR FURTHER INFORMATION CONTACT: Richard Kirkbride, 754-5154
Recommendation:
The City Council is requested to approve the agreement and authorize the City Manager to sign the
Purchase Requisitions for the Support Agreement pursuant to the terms of the License Agreement
effective March 19, 2011 through March 18, 2012 with Oracle Corporation, 1001 Sunset Boulevard,
Rocklin, California 95765, and the renewal for the E -Pay modules effective June 3, 2011 through
June 2, 2012. The annual amount for all modules is $192,922 including applicable tax.
Background:
The City is currently utilizing Oracle's PeopleSoft products to process Payroll, Benefits
Administrations, Human Resources, General Ledger, Payables, Receivables, Asset Management,
Purchasing, Projects, Billing, Inventory, Budgets, and Time & Labor. At the time we purchased and
implemented PeopleSoft the City recognized that our commitment to support would be an essential
part of our ongoing cost of ownership. The current support agreement for all but the e -pay modules
expires on March 18, 2011. We have chosen to include the E -Pay modules as part of the process
this year to simplify the process.
Analysis:
These systems support a significant portion of the City's daily business processes. The
performance and availability of these applications are critical to the City of Costa Mesa.
Oracle/PeopleSoft USA, Inc. is the sole source of ongoing support for these products, and if
problems arise they are the only organization with access to the program's source code capable of
assisting Costa Mesa with problem resolution.
The City cannot afford to be without access to its computer applications for any extended period of
time.
Alternatives Considered:
The option of support from alternative vendors with access to the source code is not available for
these products. Proceeding on a Time and Materials support basis is not available through
Oracle/PeopleSoft. Additionally, under the terms and conditions of the existing contract, any
organization that has stopped paying support and later decides to re-sign a support agreement is
liable for all back payments at the then current rate.
Fiscal Review:
Sufficient funding is available within the I.T. Division's adopted budget to fund the support
agreement costs of $192,922 including tax. Support services costs associated with FY2011-2012
will be included in the I.T. Division's budget submittal.
Legal Review:
Legal has reviewed the documents and approved them as to form.
Conclusion
Approving the renewal with Oracle/PeopleSoft USA, Inc. will provide for the continued technical
support necessary to maintain the existing infrastructure, and minimize the danger from system
outages. It is recommended that the Council approve this contract. Doing so at this time will
ensure that there will be no lapse in coverage.
STEPHEN N. MANDOKI
Administrative Services Director
COLLEEN O'DONOGHUE
Assistant Director of Finance
Attachments:
RICHARD D. KIRKBRIDE
I.T. Manager
KIMBERLY HALL BARLOW
City Attorney
PS Time and Labor HR Payroll Purchase Requisition
PS Financials Purchase Requisition
PS Time and Labor HR Payroll PDF
PS Financials PDF
PS E -Apps PDF
PS E -Apps Purchase Requisition
oil
' CITY OF COSTA MESA, CALIFORNIA
Vendor ID:
Purchase Order
= Purchase Requisition
Ship To/Location:
Nuber
(Assigned by Purchasing)
Standard Comments: ACC - ALL - ARR - BLA - CON - DCP - DIS - FCA - FCI - FIX - INS - IS - IST - ORG -QTR - REM - SUB - T&C
FINANCE DEPARTMENT USE ONLY
Available Appropriation: ❑ Yes [-]No
As of:
Leave Blank for Time Stam
Business Unit: CITY Date Requisitioned: 12/17/10
® Request is for Budgeted item(s)
Department: Admin Sys Division: MIS
❑ Request is for UNBUDGETED item(s)-(Memo Attached)
Ship To Address:
❑ Item(s) Pending Budget Amendment Request #
Contact Person: Rick Phone Number: 5154
❑ Requesting Sole Source (Justification Form Attached)
Send Copy of P.O. to: ❑ Contact Person and / or Victoria
❑ Fixed Asset Tag Request
Item
No.Amount
Qty Unit
Items (Give Full Description: Size, Catalog No. Etc.)
Unit Price
Estimated
1
1 LT
Software Update License And Support Renewal For
$47,178.34
Peoplesoft Enterprise Time And Labor, HR, Payroll,
And Benefits - Service Contract No. P-96-133-02-000-14
'
Period Of Coverage: 3/18/11 To 3/17/12
If additional lines are needed, please attach a second sheet Sales Tax (8.75%):
$2,064.17
$0.00
Const./Prof. Svs. Agmt. Completion Date: Include Shipping Fee:
$49,242.39
Insurance Required: ❑ Yes (Certificate attached ® No Estimated Total Cost 1
Item #
Account
Fund
Dept./Org.
Program
Project
Amount
1
525702
101
14600
50710
$49,242.39
Comments:
Total $49,242.39
Please the attached proposal from vendor. COI is good until 61/11.
Proper approvals are required before requisition can be processed.
Suggested Vendor: ORACLE USA
Address: PO BOX 44471 Ordered By:
Department Director/Authorized Signature
City, State, Zip Code: SAN FRANCISCO, CA 94144
Phone: 916-315-5770 Fax: 916-315-3000 Approved By:
Vendor's Contact Person: LISA KINSMAN
Approved By:
Director of Finance/Purchasing Officer
City Manaqer (when required)
PURCHASING DIVISION USE ONLY
Vendor ID:
Buyer:
Insurance valid thru
Ship To/Location:
I Due Date:
Standard Comments: ACC - ALL - ARR - BLA - CON - DCP - DIS - FCA - FCI - FIX - INS - IS - IST - ORG -QTR - REM - SUB - T&C
FINANCE DEPARTMENT USE ONLY
Available Appropriation: ❑ Yes [-]No
As of:
Confirmed By:
2385-20 MW REVA/09
Rev FY/06
' CITY OF COSTA MESA, CALIFORNIA
Vendor ID:
Purchase Order
= Purchase Requisition
Ship To/Location:
Nuber
(Assigned by Purchasing)
Standard Comments: ACC - ALL - ARR - BLA - CON - DCP - DIS - FCA - FCI - FIX - INS - IS - IST - ORG -QTR - REM - SUB - T&C
FINANCE DEPARTMENT USE ONLY
Available Appropriation: ❑ Yes [-]No
As of:
Leave Blank for Time Stam
Business Unit: CITY Date Requisitioned: 12/17/10
® Request is for Budgeted item(s)
Department: Admin Sys Division: MIS
❑ Request is for UNBUDGETED item(s)-(Memo Attached)
Ship To Address:
❑ Item(s) Pending Budget Amendment Request #
Contact Person: Rick Phone Number: 5154
❑ Requesting Sole Source (Justification Form Attached)
Send Copy of P.O. to: ❑ Contact Person and / or Victoria
❑ Fixed Asset Tag Request
Item
No.Amount
Qty Unit
Items (Give Full Description: Size, Catalog No. Etc.)
Unit Price
Estimated
1
1 LT
Software Update License And Support Renewal For
$125,639.44
Peoplesoft Enterprise Financials
Service Contract No. 2687456
'
Period Of Coverage: 3/18/11 To 3/17/12
If additional lines are needed, please attach a second sheet Sales Tax (8.75%):
$5,496.73
$0.00
Const./Prof. Svs. Agmt. Completion Date: Include Shipping Fee:
$131,136.17
Insurance Required: ❑ Yes (Certificate attached ® No Estimated Total Cost 1
Item #
Account
Fund
Dept./Org.
Program
Project
Amount
1
525702
101
14600
50710
$131,136.17
Comments:
Total 1 $131,136.17
Please the attached proposal from vendor. COI is good until 61/11.
Proper approvals are required before requisition can be processed.
Suggested Vendor: ORACLE USA
Address: PO BOX 44471 Ordered By:
Department Director/Authorized Signature
City, State, Zip Code: SAN FRANCISCO, CA 94144
Phone: 916-315-5770 Fax: 916-315-3000 Approved By:
Vendor's Contact Person: LISA KINSMAN
Approved By:
Director of Finance/Purchasing Officer
City Manaqer (when required)
PURCHASING DIVISION USE ONLY
Vendor ID:
Buyer:
Insurance valid thru
Ship To/Location:
I Due Date:
Standard Comments: ACC - ALL - ARR - BLA - CON - DCP - DIS - FCA - FCI - FIX - INS - IS - IST - ORG -QTR - REM - SUB - T&C
FINANCE DEPARTMENT USE ONLY
Available Appropriation: ❑ Yes [-]No
As of:
Confirmed By:
2385-20 MW REVA/09
Rev FY/06
ORACLE°
19 -Oct -10
Richard Kirkbride
City Of Costa Mesa
77 FAIR DR
COSTA MESA
CA 92626
United States
Dear Richard Kirkbride,
The technical support services and benefits provided under service contract number P-96-133-02-000--14
will expire, or have expired, on 18 -Mar -11. Please find attached an ordering document for the renewal of this
service contract. If applicable, the attached ordering document may also include incremental technical
support services newly acquired.
To ensure that there is no interruption to the technical support services and benefits provided under service
contract number P-96-133-02-000--14, please order the technical support services on this ordering
document by issuing a form of payment acceptable to Oracle in accordance with the attached Order
Processing Details section on or before 17 -Feb -11.
If further information is required, please contact me at the e-mail address or telephone number provided
below.
Regards,
Lisa Kinsman
Oracle Support Services
E-mail: lisa.kinsman@oracle.com
Tel.: 916-315-5770
Fax: 916-315-3000
Page 1 of 6
R L_S pecifi ed_Ag reement_030109
Service Contract Number: P-96-133-02-000--14
ORACLE°
Ordering Document
Service Contract #:
P-96-133-02-000--14
Renewal Contact:
Lisa Kinsman
Offer Expires:
18 -Mar -11
Payment Terms:
30 NET from date of
Telephone:
916-315-5770
invoice
Fax:
916-315-3000
Billing Terms:
Quarterly in Arrears
E-mail:
lisa.kinsman@oracle.com
CUSTOMER: City Of Costa Mesa
QUOTE TO
BILL TO
Account Contact:
Richard Kirkbride
Account Contact
Accounts Payable
Account Name:
City Of Costa Mesa
Account Name:
City Of Costa Mesa
Address:
77 FAIR DR
Address:
Accounts Payable
PO Box 1200
COSTA MESA
COSTA MESA
CA 92626
CA 92628
United States
United States
Telephone:
714.754.5154
Telephone:
Fax:
714.754.4887
Fax:
E-mail:
rkirkbride@ci.costa-mesa
E-mail:
@
.ca.us
Oracle may provide certain information and notices about technical support via e-mail. Accordingly, please
verify and update the Quote To and Bill To information above to ensure that such communications and
notices are received from Oracle. If changes are required, please e-mail or fax the updated information to
Lisa Kinsman at lisa.kinsman@oracle.com or 916-315-3000. Please also include service contract number
P-96-133-02-000--14 on such reply.
Page 2 of 6
R L_S pecifi ed_Ag reement_030109
Service Contract Number: P-96-133-02-000--14
Service Details
Service Level: Software Update License & Support
End Date: 18 -Mar -12
Product Description
CSI #
Qty
License
License Start Date
Final Price
Metric
Level / Type
PeopleSoft Enterprise Time And
14485593
900
VALUE
19 -Mar -11
9,453.23
Labor For Public Sect - Employee
Count Perpetual
PeopleSoft Enterprise Human
14485592
900
VALUE
19 -Mar -11
13,118.79
Resources For Public Sec -
Employee Count Perpetual
PeopleSoft Enterprise Payroll For
14485592
900
VALUE
19 -Mar -11
13,118.79
Public Sector - Employee Count
Perpetual
PeopleSoft Enterprise Benefits
14485592
900
VALUE
19 -Mar -11
11,487.54
Admin. For Public Sec - Employee
Count Perpetual
Subtotal: USD 47,178.34
Total Amount: USD 47,178.34
plus applicable tax
Notes:
1. If any of the fields listed above are blank, the program licenses were acquired under a separate license
model in which such field(s) does not apply.
2. If a change to the Service Details provided above is required, please contact Lisa Kinsman at
916-315-5770 or at lisa.kinsman@oracle.com and an updated ordering document will be provided to
you in accordance with Oracle's technical support policies.
Page 3 of 6 Service Contract Number: P-96-133-02-000--14
RL—Specified—Agreement-030109
GENERALTERMS
"You" and "your" refers to the Customer provided above
In the event that the Customer and the Quote To Account Name provided above are not the same, City Of
Costa Mesa acknowledges that Customer has authorized City Of Costa Mesa to execute this ordering
document on Customer's behalf and to bind Customer to the terms described herein. City Of Costa Mesa
agrees that the ordered services shall be used solely by the Customer and shall advise Customer of the
terms of this ordering document as well as information and notices about technical support that Oracle
provides to City Of Costa Mesa during the term of service.
The technical support services acquired under this ordering document are governed by the terms and
conditions of the Acquired PSFT Agreement. However, any use of the programs, which includes by
definition the updates and other materials provided or made available by Oracle under technical support, is
subject to the rights granted for the programs set forth in the order in which the programs were acquired.
Technical support is provided under Oracle's technical support policies in effect at the time the services are
provided. The technical support policies are subject to change at Oracle's discretion; however, Oracle will
not materially reduce the level of services provided for supported programs during the period for which fees
for technical support have been paid. You should review the technical support policies prior to entering into
this ordering document. The current version of the technical support policies, including Oracle's
reinstatement policy, may be accessed at http://www.oracle.com/support/policies.html. Customers who
allow technical support to lapse and later wish to reactivate it will be subject to Oracle's reinstatement policy
in effect at the time of reinstatement. Applicable reinstatement fees may apply in addition to the annual
technical support fees.
In the event that Priority Service is acquired under this ordering document, you acknowledge you must
maintain a current Software Update License & Support contract for all licenses in a license set for which
Priority Service has been purchased. By accepting this ordering document, you also acknowledge that
Software Update License & Support for program licenses listed under the Priority Service level may be
renewed under separate contract(s). Upon renewal, Priority Service fees will be based on the Priority
Service pricing policies in effect at the time of renewal and such fees will be adjusted to account for any
acquisition of additional licenses in a license set. Contractual caps on annual technical support fees for
Software Update License & Support do not apply to Priority Service, unless stated otherwise in your contract.
Page 4 of 6 Service Contract Number: P-96-133-02-000--14
R L_s pecifi ed_Ag reement_030109
Order Processing Details
Your order is subject to Oracle's acceptance. An order consists of the following: (i) this ordering document,
which incorporates by reference the Acquired PSFT Agreement, and (ii) a form of payment acceptable to
Oracle. Oracle normally accepts orders after receipt of a purchase order, check or credit card issued in
accordance with the Purchase Order, Check, Credit Card Confirmation section below. If Oracle accepts your
order, the service start date is the effective date of such order and also serves as the commencement date
of the technical support services.
Please note that if the pre-tax value of this ordering document is USD2,000 or less, the technical support
services on this ordering document must be paid either by credit card or electronic upload of a PO to the
Online site.
Once ordered, technical support for the support period defined above is non -cancelable and the related fees
are non-refundable.
An invoice will only be issued upon receipt of a form of payment acceptable to Oracle. Regardless of the
form of payment, Oracle's invoice includes applicable sales tax, GST, or VAT (collectively referred to as "tax"
). If City Of Costa Mesa is a tax exempt organization, a copy of City Of Costa Mesa's tax exemption
certificate must be submitted with City Of Costa Mesa's purchase order, check, credit card or other
acceptable form of payment.
PURCHASE ORDER, CHECK, CREDIT CARD CONFIRMATION
Purchase Order
If the technical support services on this ordering document will be ordered and paid under a purchase order,
the purchase order must include the following information:
- Service Contract #:
P-96-133-02-000--14
- Term of Service:
19 -Mar -11 to 18 -Mar -12
- Final Total:
USD 47,178.34 (excluding applicable tax)
- Local Tax, if applicable
- Agreement:
Acquired PSFT Agreement
In issuing a purchase order, City Of Costa Mesa agrees that the terms of this ordering document and the
terms of Acquired PSFT Agreement supersede the terms in the purchase order or any other non -Oracle
document, and no terms included in any such purchase order or other non -Oracle document shall apply to
the technical support services ordered.
Please e-mail or fax the purchase order to Oracle per the Remittance Details provided below.
Check
If the technical support services on this ordering document will be ordered and paid by check, the check
must include the following information:
- Service Contract #:
P-96-133-02-000--14
- Term of Service:
19 -Mar -11 to 18 -Mar -12
- Final Total:
USD 47,178.34 (excluding applicable tax)
- Local Tax, if applicable
- Agreement:
Acquired PSFT Agreement
In issuing a check, City Of Costa Mesa agrees that only the terms of this ordering document and the terms of
Acquired PSFT Agreement shall apply to the technical support services ordered. No terms attached or
submitted with the check shall apply.
Please mail check payments per the Remittance Details provided below.
Page 5 of 6
R L_S pecifi ed_Ag reement_030109
Service Contract Number: P-96-133-02-000--14
Credit Card Confirmation
If the technical support services on this ordering document will be ordered and paid under a credit card,
please complete the section below and return it to Oracle per the Remittance Details provided below.
Please note that Oracle is unable to process credit card transactions of USD100,000 or greater.
Service Contract #: P-96-133-02-000--14
Term of Service: 19 -Mar -11 to 18 -Mar -12
Final Total: USD 47,178.34 (excluding applicable tax)
Agreement: Acquired PSFT Agreement
Credit Card Number
Expiration Date
Billing Address (associated with Credit Card)
City, State, and Zip (associated with Credit Card)
Authorized Signature
Name
The credit card must be valid for the entire Term of Service above. In issuing this credit card confirmation,
City Of Costa Mesa agrees that only the terms of this ordering document and the terms of Acquired PSFT
Agreement shall apply to the technical support services ordered. No terms attached or submitted with the
credit card confirmation shall apply.
REMITTANCE DETAILS
Purchase orders or credit card details for the technical support services ordered hereto should be sent to:
Attn: Lisa Kinsman
Oracle Support Services
Fax: 916-315-3000
E-mail: lisa.kinsman@oracle.com
Checks for the technical support services ordered hereto should be sent to:
AK, AZ, CA, HI, ID, NV, OR, UT, WA:
Oracle America, Inc.
PO Box 44471
San Francisco, CA 94144-4471
All other States:
Oracle America, Inc.
PO Box 71028
Chicago, IL 60694-1028
Page 6 of 6
R L_S pecifi ed_Ag reement_030109
Service Contract Number: P-96-133-02-000--14
ORACLE°
19 -Oct -10
Richard Kirkbride
City Of Costa Mesa
MIS Department
77 Fair Drive
PO Box 1200
COSTA MESA
CA 92628
United States
Dear Richard Kirkbride,
The technical support services and benefits provided under service contract number 2687456 will expire, or
have expired, on 18 -Mar -11. Please find attached an ordering document for the renewal of this service
contract. If applicable, the attached ordering document may also include incremental technical support
services newly acquired.
To ensure that there is no interruption to the technical support services and benefits provided under service
contract number 2687456, please order the technical support services on this ordering document by issuing
a form of payment acceptable to Oracle in accordance with the attached Order Processing Details section on
or before 17 -Feb -11.
If further information is required, please contact me at the e-mail address or telephone number provided
below.
Regards,
Lisa Kinsman
Oracle Support Services
E-mail: lisa.kinsman@oracle.com
Tel.: 916-315-5770
Fax: 916-315-3000
Page 1 of 7
R L_S pecifi ed_Ag reement_030109
Service Contract Number: 2687456
ORACLE°
Ordering Document
Service Contract #:
2687456
Renewal Contact:
Lisa Kinsman
Offer Expires:
18 -Mar -11
Payment Terms:
30 NET from date of
Telephone:
916-315-5770
invoice
Fax:
916-315-3000
Billing Terms:
Quarterly in Arrears
E-mail:
lisa.kinsman@oracle.com
CUSTOMER: City Of Costa Mesa
QUOTE TO
BILL TO
Account Contact:
Richard Kirkbride
Account Contact
Accounts Payable
Account Name:
City Of Costa Mesa
Account Name:
City Of Costa Mesa
Address:
MIS Department
Address:
Accounts Payable
77 Fair Drive
PO Box 1200
PO Box 1200
COSTA MESA
COSTA MESA
CA 92628
CA 92628
United States
United States
Telephone:
714.754.5154
Telephone:
Fax:
714.754.4887
Fax:
E-mail:
rkirkbride@ci.costa-mesa
E-mail:
@
.ca.us
Oracle may provide certain information and notices about technical support via e-mail. Accordingly, please
verify and update the Quote To and Bill To information above to ensure that such communications and
notices are received from Oracle. If changes are required, please e-mail or fax the updated information to
Lisa Kinsman at lisa.kinsman@oracle.com or 916-315-3000. Please also include service contract number
2687456 on such reply.
Page 2 of 7
R L_S pecifi ed_Ag reement_030109
Service Contract Number: 2687456
Service Details
Service Level: Software Update License & Support
End Date: 18 -Mar -12
Product Description
CSI #
Qty
License License
Start Date
Final Price
Metric Level / Type
PeopleSoft Enterprise General
15685242
32000000
FULL USE
19 -Mar -11
3,119.91
Ledger - Nonstandard User
Perpetual
PeopleSoft Enterprise Accounts
15685242
32000000
FULL USE
19 -Mar -11
2,810.88
Receivables - Nonstandard User
Perpetual
PeopleSoft Enterprise Accounts
15685242
32000000
FULL USE
19 -Mar -11
2,185.40
Payable - Nonstandard User
Perpetual
PeopleSoft Enterprise Project
15685242
32000000
FULL USE
19 -Mar -11
3,119.91
Costing - Nonstandard User
Perpetual
PeopleSoft Enterprise Asset
15685242
32000000
FULL USE
19 -Mar -11
1,876.37
Management - Nonstandard User
Perpetual
PeopleSoft Enterprise Billing -
15685242
32000000
FULL USE
19 -Mar -11
2,185.40
Nonstandard User Perpetual
PeopleSoft Enterprise Purchasing -
15685242
32000000
FULL USE
19 -Mar -11
3,436.32
Nonstandard User Perpetual
PeopleSoft Enterprise Inventory -
15685242
32000000
FULL USE
19 -Mar -11
3,436.36
Nonstandard User Perpetual
Conversion Only - Ibm Was -
14485591
1
19 -Mar -11
0.00
Nonstandard User Perpetual
PeopleSoft Enterprise Budgets For
14471076
1
VALUE
19 -Mar -11
10,488.28
Public Sector - Nonstandard User
Perpetual
PeopleSoft Enterprise Asset
14485590
80000000
VALUE
19 -Mar -11
7,866.20
Management For Public Se -
Reported Budget Perpetual
PeopleSoft Enterprise Accounts
14485590
80000000
VALUE
19 -Mar -11
9,177.24
Payable For The Publi - Reported
Budget Perpetual
PeopleSoft Enterprise Accts
14485590
80000000
VALUE
19 -Mar -11
11,799.31
Receivable For The Publi - Reported
Budget Perpetual
PeopleSoft Enterprise General
14485590
80000000
VALUE
19 -Mar -11
13,084.64
Ledger For The Public - Reported
Budget Perpetual
PeopleSoft Enterprise Inventory For
14485590
80000000
VALUE
19 -Mar -11
14,395.68
Public Sector - Reported Budget
Perpetual
PeopleSoft Enterprise Project
14485590
80000000
VALUE
19 -Mar -11
13,084.64
Costing For Public Sec - Reported
Budget Perpetual
PeopleSoft Enterprise Purchasing
14485590
80000000
VALUE
19 -Mar -11
14,395.68
For Public Sector - Reported Budget
Perpetual
Page 3 of 7 Service Contract Number: 2687456
RL—Specified—Agreement-030109
Service Level: Software Update License & Support End Date: 18 -Mar -12
Product Description CSI # Qty License License Start Date Final Price
Metric Level / Type
PeopleSoft Enterprise Billing For 14485590 80000000 VALUE 19 -Mar -11 9,177.22
Public Sector - Reported Budget
Perpetual
Subtotal: USD 125,639.44
Total Amount: USD 125,639.44
plus applicable tax
Notes:
1. If any of the fields listed above are blank, the program licenses were acquired under a separate license
model in which such field(s) does not apply.
2. If a change to the Service Details provided above is required, please contact Lisa Kinsman at
916-315-5770 or at lisa.kinsman@oracle.com and an updated ordering document will be provided to
you in accordance with Oracle's technical support policies.
Page 4 of 7 Service Contract Number: 2687456
R L_S pecifi ed_Ag reement_v030109
GENERALTERMS
"You" and "your" refers to the Customer provided above
In the event that the Customer and the Quote To Account Name provided above are not the same, City Of
Costa Mesa acknowledges that Customer has authorized City Of Costa Mesa to execute this ordering
document on Customer's behalf and to bind Customer to the terms described herein. City Of Costa Mesa
agrees that the ordered services shall be used solely by the Customer and shall advise Customer of the
terms of this ordering document as well as information and notices about technical support that Oracle
provides to City Of Costa Mesa during the term of service.
The technical support services acquired under this ordering document are governed by the terms and
conditions of the us-psft-slsa-ps1739-us19-mar-1996. However, any use of the programs, which includes by
definition the updates and other materials provided or made available by Oracle under technical support, is
subject to the rights granted for the programs set forth in the order in which the programs were acquired.
Technical support is provided under Oracle's technical support policies in effect at the time the services are
provided. The technical support policies are subject to change at Oracle's discretion; however, Oracle will
not materially reduce the level of services provided for supported programs during the period for which fees
for technical support have been paid. You should review the technical support policies prior to entering into
this ordering document. The current version of the technical support policies, including Oracle's
reinstatement policy, may be accessed at http://www.oracle.com/support/policies.html. Customers who
allow technical support to lapse and later wish to reactivate it will be subject to Oracle's reinstatement policy
in effect at the time of reinstatement. Applicable reinstatement fees may apply in addition to the annual
technical support fees.
In the event that Priority Service is acquired under this ordering document, you acknowledge you must
maintain a current Software Update License & Support contract for all licenses in a license set for which
Priority Service has been purchased. By accepting this ordering document, you also acknowledge that
Software Update License & Support for program licenses listed under the Priority Service level may be
renewed under separate contract(s). Upon renewal, Priority Service fees will be based on the Priority
Service pricing policies in effect at the time of renewal and such fees will be adjusted to account for any
acquisition of additional licenses in a license set. Contractual caps on annual technical support fees for
Software Update License & Support do not apply to Priority Service, unless stated otherwise in your contract.
Page 5 of 7 Service Contract Number: 2687456
R L_s pecifi ed_Ag reement_030109
Order Processing Details
Your order is subject to Oracle's acceptance. An order consists of the following: (i) this ordering document,
which incorporates by reference the us-psft-slsa-ps1739-us19-mar-1996, and (ii) a form of payment
acceptable to Oracle. Oracle normally accepts orders after receipt of a purchase order, check or credit card
issued in accordance with the Purchase Order, Check, Credit Card Confirmation section below. If Oracle
accepts your order, the service start date is the effective date of such order and also serves as the
commencement date of the technical support services.
Please note that if the pre-tax value of this ordering document is USD2,000 or less, the technical support
services on this ordering document must be paid either by credit card or electronic upload of a PO to the
Online site.
Once ordered, technical support for the support period defined above is non -cancelable and the related fees
are non-refundable.
An invoice will only be issued upon receipt of a form of payment acceptable to Oracle. Regardless of the
form of payment, Oracle's invoice includes applicable sales tax, GST, or VAT (collectively referred to as "tax"
). If City Of Costa Mesa is a tax exempt organization, a copy of City Of Costa Mesa's tax exemption
certificate must be submitted with City Of Costa Mesa's purchase order, check, credit card or other
acceptable form of payment.
PURCHASE ORDER, CHECK, CREDIT CARD CONFIRMATION
Purchase Order
If the technical support services on this ordering document will be ordered and paid under a purchase order,
the purchase order must include the following information:
- Service Contract #: 2687456
- Term of Service: 19 -Mar -11 to 18 -Mar -12
- Final Total: USD 125,639.44 (excluding applicable tax)
- Local Tax, if applicable
- Agreement: us-psft-slsa-ps1739-us19-mar-1996
In issuing a purchase order, City Of Costa Mesa agrees that the terms of this ordering document and the
terms of us-psft-slsa-ps1739-us19-mar-1996 supersede the terms in the purchase order or any other
non -Oracle document, and no terms included in any such purchase order or other non -Oracle document
shall apply to the technical support services ordered.
Please e-mail or fax the purchase order to Oracle per the Remittance Details provided below.
Check
If the technical support services on this ordering document will be ordered and paid by check, the check
must include the following information:
- Service Contract #: 2687456
- Term of Service: 19 -Mar -11 to 18 -Mar -12
- Final Total: USD 125,639.44 (excluding applicable tax)
- Local Tax, if applicable
- Agreement: us-psft-slsa-ps1739-us19-mar-1996
In issuing a check, City Of Costa Mesa agrees that only the terms of this ordering document and the terms of
us-psft-slsa-ps1739-us19-mar-1996 shall apply to the technical support services ordered. No terms attached
or submitted with the check shall apply.
Please mail check payments per the Remittance Details provided below.
Page 6 of 7
R L_S pecifi ed_Ag reement_030109
Service Contract Number: 2687456
Credit Card Confirmation
If the technical support services on this ordering document will be ordered and paid under a credit card,
please complete the section below and return it to Oracle per the Remittance Details provided below.
Please note that Oracle is unable to process credit card transactions of USD100,000 or greater.
Service Contract #: 2687456
Term of Service: 19 -Mar -11 to 18 -Mar -12
Final Total: USD 125,639.44 (excluding applicable tax)
Agreement: us-psft-slsa-ps 1739-us19-mar-1996
Credit Card Number
Expiration Date
Billing Address (associated with Credit Card)
City, State, and Zip (associated with Credit Card)
Authorized Signature
Name
The credit card must be valid for the entire Term of Service above. In issuing this credit card confirmation,
City Of Costa Mesa agrees that only the terms of this ordering document and the terms of
us-psft-slsa-ps1739-us19-mar-1996 shall apply to the technical support services ordered. No terms attached
or submitted with the credit card confirmation shall apply.
REMITTANCE DETAILS
Purchase orders or credit card details for the technical support services ordered hereto should be sent to:
Attn: Lisa Kinsman
Oracle Support Services
Fax: 916-315-3000
E-mail: lisa.kinsman@oracle.com
Checks for the technical support services ordered hereto should be sent to:
AK, AZ, CA, HI, ID, NV, OR, UT, WA:
Oracle America, Inc.
PO Box 44471
San Francisco, CA 94144-4471
All other States:
Oracle America, Inc.
PO Box 71028
Chicago, IL 60694-1028
Page 7 of 7
R L_S pecifi ed_Ag reement_030109
Service Contract Number: 2687456
ORACLE°
19 -Oct -10
Richard Kirkbride
City Of Costa Mesa
77 FAIR DR
COSTA MESA
CA 92626
United States
Dear Richard Kirkbride,
The technical support services and benefits provided under service contract number P-03-04006-000--9 will
expire, or have expired, on 3 -Jun -11. Please find attached an ordering document for the renewal of this
service contract. If applicable, the attached ordering document may also include incremental technical
support services newly acquired.
To ensure that there is no interruption to the technical support services and benefits provided under service
contract number P-03-04006-000--9, please order the technical support services on this ordering document
by issuing a form of payment acceptable to Oracle in accordance with the attached Order Processing Details
section on or before 5 -May -11.
If further information is required, please contact me at the e-mail address or telephone number provided
below.
Regards,
Lisa Kinsman
Oracle Support Services
E-mail: lisa.kinsman@oracle.com
Tel.: 916-315-5770
Fax: 916-315-3000
Page 1 of 6
R L_S pecifi ed_Ag reement_030109
Service Contract Number: P-03-04006-000--9
ORACLE°
Ordering Document
Service Contract #:
P-03-04006-000--9
Renewal Contact:
Lisa Kinsman
Offer Expires:
3 -Jun -11
Payment Terms:
30 NET from date of
Telephone:
916-315-5770
invoice
Fax:
916-315-3000
Billing Terms:
Quarterly in Arrears
E-mail:
lisa.kinsman@oracle.com
CUSTOMER: City Of Costa Mesa
QUOTE TO
BILL TO
Account Contact:
Richard Kirkbride
Account Contact
Accounts Payable
Account Name:
City Of Costa Mesa
Account Name:
City Of Costa Mesa
Address:
77 FAIR DR
Address:
PO Box 1200
COSTA MESA
COSTA MESA
CA 92626
CA 92628
United States
United States
Telephone:
714.754.5154
Telephone:
Fax:
714.754.4887
Fax:
E-mail:
rkirkbride@ci.costa-mesa
E-mail:
@
.ca.us
Oracle may provide certain information and notices about technical support via e-mail. Accordingly, please
verify and update the Quote To and Bill To information above to ensure that such communications and
notices are received from Oracle. If changes are required, please e-mail or fax the updated information to
Lisa Kinsman at lisa.kinsman@oracle.com or 916-315-3000. Please also include service contract number
P-03-04006-000--9 on such reply.
Page 2 of 6
R L_S pecifi ed_Ag reement_030109
Service Contract Number: P-03-04006-000--9
Service Details
Service Level: Software Update License & Support
End Date: 3 -Jun -12
Product Description
CSI #
Qty
License
License Start Date
Final Price
Metric
Level / Type
PeopleSoft Enterprise ePay -
14479043
800
VALUE
4 -Jun -11
2,188.11
Employee Count Perpetual
PeopleSoft Enterprise Candidate
14479043
800
VALUE
4 -Jun -11
3,264.79
Gateway - Employee Count
Perpetual
PeopleSoft Enterprise eProfile -
14479043
800
VALUE
4 -Jun -11
2,188.11
Employee Count Perpetual
PeopleSoft Enterprise eProfile
14479043
800
VALUE
4 -Jun -11
2,188.11
Manager Desktop - Employee Count
Perpetual
PeopleSoft Enterprise eBenefits -
14479043
800
VALUE
4 -Jun -11
2,188.11
Employee Count Perpetual
Conversion Only - Ibm Was -
14479043
800
VALUE
4 -Jun -11
0.00
Employee Count Perpetual
Subtotal: USD 12,017.22
Total Amount: USD 12,017.22
plus applicable tax
Notes:
1. If any of the fields listed above are blank, the program licenses were acquired under a separate license
model in which such field(s) does not apply.
2. If a change to the Service Details provided above is required, please contact Lisa Kinsman at
916-315-5770 or at Iisa.kinsman@oracle.com and an updated ordering document will be provided to
you in accordance with Oracle's technical support policies.
Page 3 of 6 Service Contract Number: P-03-04006-000--9
RL—Specified—Agreement-030109
GENERALTERMS
"You" and "your" refers to the Customer provided above
In the event that the Customer and the Quote To Account Name provided above are not the same, City Of
Costa Mesa acknowledges that Customer has authorized City Of Costa Mesa to execute this ordering
document on Customer's behalf and to bind Customer to the terms described herein. City Of Costa Mesa
agrees that the ordered services shall be used solely by the Customer and shall advise Customer of the
terms of this ordering document as well as information and notices about technical support that Oracle
provides to City Of Costa Mesa during the term of service.
The technical support services acquired under this ordering document are governed by the terms and
conditions of the Acquired PSFT Agreement. However, any use of the programs, which includes by
definition the updates and other materials provided or made available by Oracle under technical support, is
subject to the rights granted for the programs set forth in the order in which the programs were acquired.
Technical support is provided under Oracle's technical support policies in effect at the time the services are
provided. The technical support policies are subject to change at Oracle's discretion; however, Oracle will
not materially reduce the level of services provided for supported programs during the period for which fees
for technical support have been paid. You should review the technical support policies prior to entering into
this ordering document. The current version of the technical support policies, including Oracle's
reinstatement policy, may be accessed at http://www.oracle.com/support/policies.html. Customers who
allow technical support to lapse and later wish to reactivate it will be subject to Oracle's reinstatement policy
in effect at the time of reinstatement. Applicable reinstatement fees may apply in addition to the annual
technical support fees.
In the event that Priority Service is acquired under this ordering document, you acknowledge you must
maintain a current Software Update License & Support contract for all licenses in a license set for which
Priority Service has been purchased. By accepting this ordering document, you also acknowledge that
Software Update License & Support for program licenses listed under the Priority Service level may be
renewed under separate contract(s). Upon renewal, Priority Service fees will be based on the Priority
Service pricing policies in effect at the time of renewal and such fees will be adjusted to account for any
acquisition of additional licenses in a license set. Contractual caps on annual technical support fees for
Software Update License & Support do not apply to Priority Service, unless stated otherwise in your contract.
Page 4 of 6 Service Contract Number: P-03-04006-000--9
R L_s pecifi ed_Ag reement_030109
Order Processing Details
Your order is subject to Oracle's acceptance. An order consists of the following: (i) this ordering document,
which incorporates by reference the Acquired PSFT Agreement, and (ii) a form of payment acceptable to
Oracle. Oracle normally accepts orders after receipt of a purchase order, check or credit card issued in
accordance with the Purchase Order, Check, Credit Card Confirmation section below. If Oracle accepts your
order, the service start date is the effective date of such order and also serves as the commencement date
of the technical support services.
Please note that if the pre-tax value of this ordering document is USD2,000 or less, the technical support
services on this ordering document must be paid either by credit card or electronic upload of a PO to the
Online site.
Once ordered, technical support for the support period defined above is non -cancelable and the related fees
are non-refundable.
An invoice will only be issued upon receipt of a form of payment acceptable to Oracle. Regardless of the
form of payment, Oracle's invoice includes applicable sales tax, GST, or VAT (collectively referred to as "tax"
). If City Of Costa Mesa is a tax exempt organization, a copy of City Of Costa Mesa's tax exemption
certificate must be submitted with City Of Costa Mesa's purchase order, check, credit card or other
acceptable form of payment.
PURCHASE ORDER, CHECK, CREDIT CARD CONFIRMATION
Purchase Order
If the technical support services on this ordering document will be ordered and paid under a purchase order,
the purchase order must include the following information:
- Service Contract #: P-03-04006-000--9
- Term of Service: 4 -Jun -11 to 3 -Jun -12
- Final Total: USD 12,017.22 (excluding applicable tax)
- Local Tax, if applicable
- Agreement: Acquired PSFT Agreement
In issuing a purchase order, City Of Costa Mesa agrees that the terms of this ordering document and the
terms of Acquired PSFT Agreement supersede the terms in the purchase order or any other non -Oracle
document, and no terms included in any such purchase order or other non -Oracle document shall apply to
the technical support services ordered.
Please e-mail or fax the purchase order to Oracle per the Remittance Details provided below.
Check
If the technical support services on this ordering document will be ordered and paid by check, the check
must include the following information:
- Service Contract #: P-03-04006-000--9
- Term of Service: 4 -Jun -11 to 3 -Jun -12
- Final Total: USD 12,017.22 (excluding applicable tax)
- Local Tax, if applicable
- Agreement: Acquired PSFT Agreement
In issuing a check, City Of Costa Mesa agrees that only the terms of this ordering document and the terms of
Acquired PSFT Agreement shall apply to the technical support services ordered. No terms attached or
submitted with the check shall apply.
Please mail check payments per the Remittance Details provided below.
Page 5 of 6
R L_S pecifi ed_Ag reement_030109
Service Contract Number: P-03-04006-000--9
Credit Card Confirmation
If the technical support services on this ordering document will be ordered and paid under a credit card,
please complete the section below and return it to Oracle per the Remittance Details provided below.
Please note that Oracle is unable to process credit card transactions of USD100,000 or greater.
Service Contract #: P-03-04006-000--9
Term of Service: 4 -Jun -11 to 3 -Jun -12
Final Total: USD 12,017.22 (excluding applicable tax)
Agreement: Acquired PSFT Agreement
Credit Card Number
Expiration Date
Billing Address (associated with Credit Card)
City, State, and Zip (associated with Credit Card)
Authorized Signature
Name
The credit card must be valid for the entire Term of Service above. In issuing this credit card confirmation,
City Of Costa Mesa agrees that only the terms of this ordering document and the terms of Acquired PSFT
Agreement shall apply to the technical support services ordered. No terms attached or submitted with the
credit card confirmation shall apply.
REMITTANCE DETAILS
Purchase orders or credit card details for the technical support services ordered hereto should be sent to:
Attn: Lisa Kinsman
Oracle Support Services
Fax: 916-315-3000
E-mail: lisa.kinsman@oracle.com
Checks for the technical support services ordered hereto should be sent to:
AK, AZ, CA, HI, ID, NV, OR, UT, WA:
Oracle America, Inc.
PO Box 44471
San Francisco, CA 94144-4471
All other States:
Oracle America, Inc.
PO Box 71028
Chicago, IL 60694-1028
Page 6 of 6
R L_S pecifi ed_Ag reement_030109
Service Contract Number: P-03-04006-000--9
CITY OF COSTA MESA CALIFORNIA
�
= Purchase Requisition
Vendor ID:
(Leave Blank for Time
Stam
Purchase Order
ber
Assig ed by Purchasing)
Business Unit: CITY Date Requisitioned: 12/17/10
Department: Admin Sys Division: I.T.
Ship To Address:
Contact Person: Rick Phone Number: 5154
Send Copy of P.O. to: ❑ Contact Person and / or Victoria
® Request is for Budgeted item(s)
❑ Request is for UNBUDGETED item(s)-(Memo Attached)
❑ Item(s) Pending Budget Amendment Request #
❑ Requesting Sole Source (Justification Form Attached)
❑ Fixed Asset Tag Request
Item
eQty
No.Amount
Unit
Items (Give Full Description: Size, Catalog No. Etc.)
Unit Price
Estimated
1
1 LT
Software Update License And Support For E-A
lications
$ 12,017.22
Period Of Coverage: 6/4/10 To 6/3/11
If additional lines are needed, please attach a second sheet
Const./Prof. Svs. Agmt. Completion Date:
Insurance Required: ❑ Yes (Certificate attached ❑ No
Sales Tax (8.75%):
Include Shipping Fee:
Estimated Total Cost:
525.75
0.00
$ 12,542.97
Item #
Account
Fund
Dept./Org.
Program
Project
Amount
1
525702
101
14600
50710
$ 12,542.97
Comments:
Total$ 12,542.97
Please the attached proposal from vendor. COI is good until 61/11.
Proper approvals are required before requisition can be processed.
Suggested Vendor: Oracle Corporation
Address: 1001 Sunset Blvd Ordered By:
City, State, Zip Code: Rocklin, CA 95765
Phone: 916-315-5770 Fax: 916-315-3000 Approved By:
Vendor's Contact Person: LISA KINSMAN
Approved By:
Department Director/Authorized Signature
Director of Finance/Purchasing Officer
Citv Manaqer (when required)
PURCHASING DIVISION USE ONLY
Vendor ID:
Buyer:
Insurance valid thru
Ship To/Location:
I Due Date:
Standard Comments: ACC — ALL — ARR — BLA — CON — DCP — DIS — FCA — FCI - FIX — INS — IS — IST — ORG —QTR — REM — SUB — T&C
FINANCE DEPARTMENT USE ONLY
Available Appropriation: ❑ Yes ❑No
As of:
Confirmed By:
2385-20 MW REV.3/10
Rev FY09/10