HomeMy WebLinkAbout- CC-6 - Phone System Upgrade Terms of Purchase - 3/6/2012TERMS OF PURCHASE AGREEMENT
The following terms and conditions are part of the Purchase Agreement (the "Agreement') between
MERRILL & ASSOCIATES and CUSTOMER, including any and all Attachments applicable to the
Agreement, and are hereby incorporated into the Agreement.
1. DEFINITIONS
Delivery Date means the date on which MERRILL & ASSOCIATES delivers: (i) MERRILL &
ASSOCIATES -installed Products to CUSTOMER's premises; or (ii) when other Products are delivered to
CUSTOMER's premises via carrier requested by MERRILL & ASSOCIATES. In the case of software
features that can be enabled by MERRILL & ASSOCIATES remotely or delivered via electronic means,
Delivery Date means the date the features are enabled or the software is downloaded to the target
processor.
In -Service Date means the date on which MERRILL & ASSOCIATES notifies CUSTOMER that the
MERRILL & ASSOCIATES -installed Products are installed in good working order in accordance with
applicable documentation and if applicable in accordance with any Acceptance criteria.
Installation Start Date means the date on which MERRILL & ASSOCIATES' personnel arrive at
CUSTOMER's premises to install Products
Documentation means and include, products resold by MERRILL & ASSOCIATES' user manuals,
reference manuals or operating guides in printed or electronic form and performance specifications
that are generally made available to users of resold Products and delivered to CUSTOMER with the
Products. Documentation includes mutually agreed upon statements of work delivered by MERRILL &
ASSOCIATES to CUSTOMER with respect to Services. Documentation does not include marketing
materials.
2. PRODUCTCHANGES
MERRILL & ASSOCIATES' suppliers may make changes to Products or modify the drawings and
specifications relating to Products, or substitute Products of later design, provided that the changes do
not adversely and materially impact Product form, fit or function and at no additional cost to
CUSTOMER.
3. ORDERS
CUSTOMER may hereafter commission MERRILL & ASSOCIATES, and MERRILL & ASSOCIATES may
accept such commission, to provide Product and Services as the parties hereinafter agree subject to
the terms and conditions of this Agreement. Such commission shall not be effective until: (a) the
parties have executed a written agreement, and (b) CUSTOMER has issued a purchase order ("P.O.'�
to MERRILL & ASSOCIATES with respect to the Products and Services. The parties acknowledge and
agree that this Agreement shall apply in respect of any agreement unless this Agreement is expressly
excluded from such commission by a written instrument signed by CUSTOMER and MERRILL &
ASSOCIATES.
4. INSURANCE
MERRILL & ASSOCIATES, at its own expense, throughout the Term, shall continuously maintain in full
force and effect all insurance as applicable law may call for, including: (a) statutory workers'
compensation insurance and employer's liability insurance in an amount not less than $1,000,000; and
(b) a commercial general liability policy with aggregate limits of no less than $2,000,000.
5. CHANGE CONTROL PROCEDURE
If CUSTOMER requests modifications that deviate in any material respect from the specifications in the
Purchase Agreement, CUSTOMER shall submit to MERRILL & ASSOCIATES a written change order as
follows: (a) such revisions in detail and (b) a request for a price quote for each change (collectively,
the "Change Order'. MERRILL & ASSOCIATES shall evaluate the Change Order and submit to
CUSTOMER a proposal for undertaking the applicable tasks including: (a) a price quote reflecting all
associated fees, and (b) the timeframe and changes to any existing timeframe associated with
CUSTOMER's Change Order. Changes will be valid only where agreed in writing by both parties and the
Change Order, as supplemented and/or modified by MERRILL & ASSOCIATES' proposal, shall amend
and become a part of this Agreement.
6. CUSTOMER OBLIGATIONS
CUSTOMER will cooperate with MERRILL & ASSOCIATES for MERRILL & ASSOCIATES' delivery of
Products and performance of Services in a timely manner. CUSTOMER will provide MERRILL &
ASSOCIATES with interface and other information regarding access to third party products in
CUSTOMER's network and necessary third party consents and licenses to enable MERRILL &
ASSOCIATES' performance under the Agreement. CUSTOMER is responsible for ensuring that its
networks and systems are adequately secured against unauthorized intrusion or attack and regularly
backing up its data and files in accordance with good computing practices. If CUSTOMER fails to meet
its cooperation obligations under this Section, MERRILL & ASSOCIATES may delay or suspend its
delivery of Products or performance of Services relating to CUSTOMER's failure.
7. SECURITY
For any Services that MERRILL & ASSOCIATES performs on-site at a CUSTOMER location, CUSTOMER's
Security department shall have the right upon MERRILL & ASSOCIATES' entry into the location, to
perform a visual inspection of any equipment or materials that MERRILL & ASSOCIATES brings on-site.
8. FEES
8.1 Rates and Normal Business Hours
Services shall be performed during normal business hours (B:OOAM to S:OOPM — PST, Monday to
Friday) excluding MERRILL & ASSOCIATES designated Holidays unless otherwise agreed to in advance.
Any work which is required to be performed outside of normal business hours as requested by
CUSTOMER and agreed to by MERRILL & ASSOCIATES, will be at MERRILL & ASSOCIATES'then
current out -of -hours rates, which will be provided to CUSTOMER for review prior to any performance
of work outside of normal business hours. Prices will be in U.S. dollars.
8.2 Expenses
Subject to CUSTOMER's prior written approval and MERRILL & ASSOCIATES'then current standard
travel and entertainment guidelines, CUSTOMER will reimburse MERRILL & ASSOCIATES for any
reasonable, authorized travel, lodging, sustenance and other approved out-of-pocket expenses
("Expenses') incurred by Personnel in the course of performing hereunder, provided that MERRILL &
ASSOCIATES furnishes CUSTOMER with specific documentation therefore.
9. INVOICES AND PAYMENTS
9.1 Invoices
Standard Credit Terms are 30 days from date of invoice. Unless otherwise mutually agreed by
CUSTOMER and MERRILL & ASSOCIATES, invoicing of CUSTOMER shall be as follows:
Products: 50% pre -payment before order is processed with the balance invoiced at time of shipment
from manufacturer or distributor.
Services: invoicing will be as follows: (i) Fixed -Price projects and Installation Services upon
completion of the installation; (ii) Time & Material Services will be invoiced upon completion of activity.
(iii) Milestone/Phased Services according to a mutually agreed upon completion schedule or per a
Statement of Work.
Maintenance or Managed Services: CUSTOMER will be invoiced in advance and upon signing a
Maintenance Contract, unless another payment option is specified in the PO.
Lease Transactions: will require a 50% pre -payment before order is processed with balance due at
the time of shipment from manufacturer or distributor. CUSTOMER is responsible for all moneys due if
lease funding is not completed within 7 days.
9.2 Payment
Unless otherwise agreed to, payment of invoices is due within 30 days from the date of MERRILL &
ASSOCIATES' invoice. Overdue payments will be subject to a late payment charge of the lesser of
1.5% per month or the maximum rate allowed by applicable law.
9.3 Taxes
Unless CUSTOMER provides MERRILL & ASSOCIATES with a tax exemption certificate, CUSTOMER is
solely responsible for paying all legally required taxes, including without limitation any sales, excise or
other taxes and fees which may be levied upon the sale, transfer of ownership, license, installation or
use of the Products, except for any income tax assessed upon MERRILL & ASSOCIATES.
10. ORDER CHANGES AND CANCELLATIONS
In the event of a permitted cancellation, all preliminary Products that have been delivered to
CUSTOMER will be returned promptly to MERRILL & ASSOCIATES in the original, unopened packaging
and in the same condition as delivered.
Re -Stocking and Shipping Fees: A twenty -percent (20%) re -stocking fee will be assessed for any
equipment, products, or parts that are returned, unless otherwise agreed upon by MERRILL &
ASSOCIATES and the CUSTOMER. Equipment that has been opened or installed will not be accepted.
For Returns, CUSTOMER is responsible for any shipping fees between the CUSTOMER and MERRILL &
ASSOCIATES and/or MERRILL & ASSOCIATES and the equipment manufacturer.
Labor: If CUSTOMER changes the Scope of Work, stops (delays) the project, or cancels the project,
CUSTOMER will be responsible for all labor charges incurred up to the date of cancellation, and will be
invoiced accordingly. In addition, CUSTOMER will be responsible for any labor charges associated with
re -doing or undoing work that has been performed.
11. PRODUCT AND SERVICES ACCEPTANCE PROCEDURE
11.1 Time & Material Services (T&M)
T&M Services are deemed accepted upon completion.
11.2 Purchase Orders without Acceptance Procedure
Where specific acceptance criteria and procedures have not been mutually agreed upon by CUSTOMER
and MERRILL & ASSOCIATES, CUSTOMER shall have three (3) business days to accept the
Implementation Services upon MERRILL & ASSOCIATES providing notice of completion to CUSTOMER.
The Products and Services shall be deemed accepted upon the earlier of either: (i) the end of the third
business day, unless MERRILL & ASSOCIATES has received from CUSTOMER a rejection notice
indicating in reasonable detail the material failure of the Implementation Services to conform to the
specifications ("Rejection Notice'; or (ii) production use of the Deliverable associated with the
Implementation Services. If MERRILL & ASSOCIATES has received a timely Rejection Notice, then
MERRILL & ASSOCIATES will re -perform the respective service and re -submit for acceptance. If
requested by MERRILL & ASSOCIATES, CUSTOMER will sign and return a Customer Acceptance
Certificate evidencing acceptance in accordance with this Section.
WHETHER OR NOT THERE ARE AGREED UPON ACCEPTANCE CRITERIA, IF CUSTOMER PUTS THE
SOLUTION INTO PRODUCTION MODE USE, AND SUCH PRODUCTION MODE USE CONTINUES FOR 10
CONSECUTIVE DAYS, THEN PRODUCTS, SERVICES, AND DELIVERABLES ARE DEEMED FULLY
ACCEPTED.
12. DISPUTES
In the event CUSTOMER disputes the amounts specified on any invoice received from MERRILL &
ASSOCIATES, CUSTOMER will promptly, but in any case not later than twenty (20) days following the
date of such invoice, notify MERRILL & ASSOCIATES in writing of the nature of the Billing Dispute.
MERRILL & ASSOCIATES agrees that it shall promptly enter into good faith negotiations to resolve any
discrepancy or misunderstanding associated with such amounts. MERRILL & ASSOCIATES will make
commercially reasonable efforts to completely resolve the Billing Dispute within thirty (30) days
following the date on which MERRILL & ASSOCIATES received CUSTOMER's initial billing inquiry.
13. SHIPPING; RISK OF LOSS; TITLE
Products will be shipped to the destination in the United States specified in the order. Shipping and
handling costs will be reflected as a separate line item on the MERRILL & ASSOCIATES invoice. Risk of
loss will pass to CUSTOMER on the Delivery Date. Title to MERRILL & ASSOCIATES -installed hardware
will pass to CUSTOMER on the In -Service Date. Title to all other hardware will pass to CUSTOMER on
the Delivery Date. Title to software provided under the Agreement will remain solely with licensors to
MERRILL & ASSOCIATES, unless otherwise stated in the license agreement shipped with software.
Subject to CUSTOMER's payment of fees for Products and Services, MERRILL & ASSOCIATES grants
CUSTOMER a non-exclusive, non -transferable, perpetual, limited, non -sublicense able license to use
Deliverables created by MERRILL & ASSOCIATES and delivered to CUSTOMER as a part of Services.
14. WARRANTY AND LIMITATION of LIABILITY
14.1 Warranty
MERRILL & ASSOCIATES warrants to CUSTOMER that during the applicable warranty period, the
Product will conform to and operate in accordance with the applicable documentation in all material
respects.
14.2 Warranty Period
The warranty periods for Products are generally as follows: (i) hardware: 12 months, beginning on the
In -Service Date for MERRILL & ASSOCIATES -installed hardware and on the Delivery Date for all other
hardware; (ii) software and software media: 90 days, beginning on the In -Service Date for MERRILL &
ASSOCIATES -installed software and on the Delivery Date for all other software. The warranty period
will always, without exception follow the length and conditions of the manufacturer. Some
manufacturers will require software licenses agreements be reviewed and signed prior to delivery.
With respect to software that contains elements provided by third party suppliers, CUSTOMER may
install and use the software in accordance with the terms and conditions of the applicable license
agreements provided by MERRILL & ASSOCIATES from third party. Upon written request, MERRILL &
ASSOCIATES shall make all reasonable efforts to supply CUSTOMER with a copy of the Third Party
License in advance of the shipment of the related Product.
14.3 Remedies
If a Product is not in conformance with the warranty above and MERRILL & ASSOCIATES receives from
CUSTOMER (during the applicable warranty period) a written notice describing in reasonable detail
how the Product failed to be in conformance, MERRILL & ASSOCIATES at its option will repair or
replace the Product to achieve conformance and return the Product to CUSTOMER. For software
warranty claims, CUSTOMER must provide MERRILL & ASSOCIATES with information in sufficient detail
to enable MERRILL & ASSOCIATES to reproduce and analyze the failure and must provide limited
remote/dial-in access to the affected Products to perform diagnostics and/or repair. Replacement
hardware may be new, factory reconditioned, refurbished, re -manufactured or functionally equivalent
and will be furnished only on an exchange basis. Returned hardware that has been replaced by
MERRILL & ASSOCIATES will become MERRILL & ASSOCIATES' property. Replacement Products are
warranted as above for the remainder of the original applicable Product warranty period. THESE
REMEDIES WILL BE CUSTOMER'S SOLE AND EXCLUSIVE REMEDIES AND WILL BE IN LIEU OF ANY
OTHER RIGHTS OR REMEDIES CUSTOMER MAY HAVE AGAINST MERRILL & ASSOCIATES WITH
RESPECT TO THE NONCONFORMANCE OF PRODUCTS.
14.4 Warranty Procedures
Products subject to a warranty claim must be returned to MERRILL & ASSOCIATES in accordance with
MERRILL & ASSOCIATES' instructions accompanied by evidence satisfactory to MERRILL &
ASSOCIATES that the Products remain entitled to warranty protection.
14.5 Costs
If a Product is returned within the applicable warranty period subject to a valid warranty claim,
MERRILL & ASSOCIATES will not charge for any repair, replacement, error identification or correction,
or return shipment of the non -conforming Product. If MERRILL & ASSOCIATES has determined that
the Product was operating in conformance with its applicable warranty or if CUSTOMER requests
MERRILL & ASSOCIATES to continue to troubleshoot after MERRILL & ASSOCIATES has advised
CUSTOMER that the Product is operating in conformance with its applicable warranty, MERRILL &
ASSOCIATES may charge CUSTOMER for error identification or correction efforts, repair, replacement
and shipment costs at MERRILL & ASSOCIATES'then current rates.
15. LITIGATION
15.1 Attorney's Fees
Should any litigation be commenced between parties to this Agreement concerning any provision of
this Agreement or the rights and obligations of any party, the party prevailing in such litigation shall be
entitled, in addition to such other relief as may be granted, to that party's full attorney's fees and costs
incurred in such litigation.
15.2 Jurisdiction and Venue
The parties agree that any legal action or proceeding with respect to this Agreement must be brought
in the Superior Court of the State of California, in Orange County, California. By execution of this
Agreement, the parties hereby submit to such venue, forum and jurisdiction and further hereby
expressly waive whatever rights may correspond to it by reason of each party's present or future
domicile.
16. MISCELLANEOUS
16.1 Notices
Any notice required or permitted to be given hereunder shall be in writing and may be served
personally, or by mail, addressed to CUSTOMER at the address given for billing or to MERRILL &
ASSOCIATES at its corporate office in Brea, California. Notice shall be effective upon personal delivery,
or if given by mail, shall be effective two (2) days after deposit in the United States mail registered or
certified, postage prepaid and addressed as specified above. Either party may by written notice to the
other specify a different address for notice purposes.
16.2 Assignment
Neither Parry shall assign this Agreement or its rights and obligations hereunder.
16.3 No Modifications
No addition to or modification of any term or provision of this Agreement shall be effective unless set
forth in writing and signed by both MERRILL & ASSOCIATES and CUSTOMER.
16.4 Governing Law
This Agreement shall be governed by and construed in accordance with the laws of the State of
California.
16.5 No Waiver
The waiver by one Party of the performance of any covenant, condition or promise, or of the time for
performing any act, under this Agreement shall not invalidate this Agreement nor shall it be considered
a waiver by such Party of any other covenant, condition or promise, or of the time for performing any
other act required, under this Agreement. The exercise of any remedy provided in this Agreement
shall not be a waiver of any remedy provided by law, and the provisions of this Agreement for any
remedy shall not exclude any other remedies unless they are expressly excluded.
16.6 Entire Agreement
This Agreement, together with any applicable Attachments, constitutes the entire agreement between
the Parties pertaining to the subject matter hereof and supersedes any and all prior and
contemporaneous agreements, representations, negotiations and understandings of the Parties, oral,
written or electronic, including any letters of intent or memoranda of understanding.
16.7 Counterparts
This Agreement may be executed in counterparts, each of which shall constitute an original, but all of
which together shall constitute one and the same instrument. The signature page of any counterpart
may be detached therefrom without impairing the legal effect of the signature(s) thereon provided
such signature page is attached to any other counterpart identical thereto except having additional
signature pages executed by the other Party. Counterparts may be delivered by fax provided that
original executed counterparts are delivered to the recipients on the next business day following the
fax transmission.