(as of 4/2/2020)

 

Finalsite Master Terms and Conditions for Services

THESE MASTER TERMS AND CONDITIONS FOR SERVICES (THE “MASTER TERMS”), SHALL APPLY TO THE SERVICES MADE AVAILABLE BY ACTIVE INTERNET TECHNOLOGIES, LLC, dba FINALSITE (“FINALSITE”), A DELAWARE CORPORATION HAVING A PRINCIPAL PLACE OF BUSINESS AT 655 WINDING BROOK DRIVE, GLASTONBURY, CONNECTICUT 06033 FOR THE CUSTOMER (FINALSITE AND CUSTOMER SOMETIMES COLLECTIVELY REFERRED TO AS THE “PARTIES”). THE “CUSTOMER” IS AN ENTITY WHICH ENTERS INTO AN ORDER WITH FINALSITE PURSUANT TO THESE MASTER TERMS. EACH ORDER EXECUTED BY THE PARTIES HEREUNDER SHALL FORM A SEPARATE CONTRACT BETWEEN THE PARTIES WHICH INCORPORATES AND SHALL BE GOVERNED BY THESE MASTER TERMS.

1. Ordering Services.

1.01  Customer may purchase from Finalsite the right to use one or more software-as-a-service (“SaaS”) applications and/or modules (collectively, “SaaS Services”) which will be hosted  by Finalsite or a third party on its behalf (the “Hosting Services”); and may purchase deployment services to be performed by Finalsite (collectively, “Deployment Services”), other professional services, such as training and consulting services (collectively, “Professional Services”) and support and maintenance of the SaaS Services (collectively, “Support Services”) (SaaS Services, Hosting Services, Deployment Services, Professional Services and Support Services sometimes collectively referred to in these Master Terms as “Services”). These Master Terms set forth the basis for the relationship between the Parties and the terms applicable to such transactions.  In each instance in which Customer wishes to purchase Services from Finalsite, the Parties shall enter into a mutually agreed order describing the particular Services ordered and any special conditions or terms applicable thereto (each an “Order”).  Customer shall only have the right to receive those Services specified in an applicable Order. As appropriate, an Order may include a Statement of Work (“SOW”) which is mutually agreed to by the Parties to further describe certain of the Services.  In order to be effective, a SOW shall reference the applicable Order and either be attached to such Order or separately executed by both Parties. When mutually agreed and signed by duly-authorized representatives of each Party, each Order shall be and hereby is deemed to be governed by these Master Terms. When taken together, these Master Terms (as they may be permissibly amended or supplemented by an Order) and each individual, fully executed Order shall form a contract between Finalsite and Customer. In the event of any conflict between the terms and conditions of this Agreement and the terms and conditions of any Order, the terms and conditions of the Order shall control with respect to such Order.

These Master Terms, together with all Orders executed by the Parties, constitute the agreement of the parties (the “Agreement”).

2. Access to SaaS Services/Restrictions.

2.01  Subject to the terms and conditions of this Agreement, upon entering into an Order applicable thereto, Finalsite shall make the SaaS Services available to Customer for  use by Customer and its Authorized Users solely in support of Customer’s internal operations and otherwise in accordance with the terms of this Agreement and Finalsite’s Privacy Policy set forth at finalsite.com/privacy.  Additional usage limitations or restrictions may be imposed on Customer’s use of the SaaS Services, including limitations on bandwidth and storage, to the extent specified in an Order, and Customer shall comply therewith. Due to the nature of a SaaS delivery model, the SaaS Services to which the Customer is provided web access hereunder will be the version of such SaaS Services (as may be updated by Finalsite pursuant to Section 5 below) which is then hosted by Finalsite (or its third party hosting provider) for its customers generally.   All rights not expressly granted to Customer in this Agreement are reserved to Finalsite and its licensors.

2.02  Customer and its employees, faculty, administrators, students, parents of students, alumni and/or  third party service providers  who are permitted by Customer to use the SaaS Services on Customer’s behalf (collectively, “Authorized Users”) may access the SaaS Services, along with applicable content displayed by Customer through the use thereof, over the internet via Finalsite’s hosted website solely in support of Customer’s  operations and within the scope of Customer’s permitted use of the SaaS Services. With respect to public-facing content which the SaaS Services are designed to display, Authorized Users include third party community members who access the screen displays of the SaaS Services on a remote, web-enabled basis in order to view the content which Customer has chosen to display to the public.  Customer shall be fully responsible for any acts or omissions of its Authorized Users, including any unauthorized use of the SaaS Services or other breach of this Agreement.

2.03  Except as expressly set forth in these Master Terms or an Order, Customer shall not and shall not permit its Authorized Users or other third parties to (i) use, copy, sell, assign, sublicense, convey or otherwise transfer, all or any portion of the SaaS Services; (ii) decompile, disassemble or otherwise reverse engineer the SaaS Services or any portion thereof; (iii) modify, translate or create any derivative works based on the SaaS Services; (iv) remove or alter any copyright notices, trademarks or other proprietary rights notices affixed to or contained within the SaaS Services  (v) use the SaaS Services to provide hosting, service bureau, time sharing, outsourcing or other services on behalf of, or for the benefit of itself or any third parties; or (vi) violate or cause the violation of any law, regulation, order, decree or judgment in connection with the use of any Services or any content or data utilized therewith.

3. Hosting Services.

Finalsite will provide Hosting Services and Support Services in accordance with the Service Level Agreement (“SLA”) attached as Schedule 1 to these Master Terms.

4. Deployment and Professional Services.

4.01  Certain Deployment Services and/or Professional Services may require that the parties agree to a SOW, which may include a timetable for delivery and other assumptions.  Any timetable set forth in a SOW, Order or other project document is in the nature of a good faith estimate which is dependent on, among other factors, Customer’s provision of appropriate information, cooperation, assistance, and tasks, including those items which may be identified as the responsibility of Customer in a SOW.

4.02  Customer shall provide Finalsite access to Customer’s logos and trademarks as may be necessary to perform the Deployment Services and other Services requested by Customer.  For the avoidance of doubt, Customer shall retain ownership of its logos and trademarks.

4.03  Finalsite will provide all Professional Services and Deployment Services in a professional and workmanlike manner and in accordance in all material respects with any and all descriptions or requirements set forth in an applicable SOW. If deliverables are provided as part of the Deployment Services and/or the Professional Services and those deliverables do not conform in all material respects to any applicable specifications and other requirements which are described in the applicable Order or SOW,  Customer shall give Finalsite written notification of the deficiency or non-conformance within thirty (30) days after delivery thereof. Finalsite then shall, within thirty (30) days of receipt of such written notification, exert commercially reasonable efforts to either correct the deficiency or non-conformance or provide Customer with a plan for correcting the deficiency or non-conformance. Customer shall provide reasonable support and assistance requested by Finalsite as reasonably necessary to discover the cause or a cure for the reported deficiency or non-conformance. 

5. Maintenance & Support.

5.01  During the Term, and subject to the terms and conditions of this Agreement, including payment of fees, and provided Customer has placed an Order for use of SaaS Services, Finalsite shall provide Customer with Updates and Upgrades to the SaaS Services as and when made available to customers generally. For purposes of this Agreement, “Updates” means a new version of the SaaS Services containing error corrections or bug fixes to the then-current version of the SaaS Services and does not contain functional enhancements, modifications or extensions. “Upgrades” means a new version of the SaaS Services containing functional enhancements, modifications or extensions to the then-current version of the SaaS Services which are not separately priced or marketed by Finalsite. An Upgrade may include architectural changes. Finalsite supports Customer’s web access to the SaaS Services utilizing the then-current version and one prior version of Internet Explorer, Safari, Chrome or Firefox.

5.02  During the Term, Finalsite will make available additional Support Services in accordance with Finalsite’s then-current standard support policies and practices.  Certain Support Services are accessible through the “Help” section located in Customer’s interface to the SaaS Services. Certain other Support Services (such as expedited or "priority" support) may be purchased by Customer under an Order, and, in such event, the terms and conditions of such Support Services, and associated fees, shall be as described in the applicable Order.

6. Third Party Technology.

6.01  In connection with the SaaS Services, software or technology of third parties may be accessed and utilized by Customer in connection with its use of the SaaS Services and/or the SaaS Services may enable Customer to interact with and/or utilize third party software or technology (collectively, “Third Party Technology”).   By way of example, and not limitation, Third Party Technology would include third party products and services such as online chat services, site translation services, accessibility overlay solutions, font and typography services, and any web service, website, social media platform or online library that allows (through an interface, a link or otherwise) for embedding functionality within a front-facing webpage served up  by the SaaS Services.  Except as otherwise expressly provided below, Customer is solely responsible, and shall ensure that Finalsite is not responsible or liable, in connection with Customer’s access to or use of any Third Party Technology and any terms associated therewith.  To the extent that Finalsite incorporates or embeds any third party software into the SaaS Services such that the embedded software is a core part of the SaaS Services (collectively, “Embedded Software”), then such Embedded Software shall be  supported, and Customer shall have the the right to use such Embedded Software, to the same extent as the SaaS Services are  supported and permitted to be used under this Agreement.  Except as expressly provided above, no rights are granted by Finalsite to Customer or its Authorized Users to use any Third Party Technology.

7. Ownership.

7.01  Customer or its licensors shall own: (a) all data and content that Customer and its Authorized Users input, post, submit, or otherwise provide to Finalsite while utilizing the SaaS Services under this Agreement (where “content” includes text, images, and sounds); and (b) Customer’s logos and trademarks (collectively, “Customer Materials”).  Customer, and not Finalsite, shall be solely responsible and liable for the content, accuracy or completeness of all Customer Materials (including monitoring the content posted on the website), and for any infringement by any Customer Materials of third party intellectual property rights, and shall ensure that Finalsite is not responsible or liable therefor. For clarity, Customer Materials includes Customer’s Personal Information (as defined in Section 8.01 below) and Student Data (as defined in Section 9.01 below).

7.02  Finalsite shall not use or disclose any Customer Materials except: (a) as requested or permitted by Customer; (b) in connection with providing, facilitating or supporting the Services or otherwise exercising rights or performing obligations under this Agreement (including, for example, by addressing technical and other issues related to the Services); (c) to the extent required, or permitted, by applicable laws or regulations; and/or (d) as otherwise permitted under this Agreement.  

7.03  Without limiting Customer’s ownership of the Customer Materials,  Finalsite and its licensors shall own  all right, title, and interest  in and to the SaaS Services (including the underlying software and all application program interfaces (“API’s”) provided or made available by Finalsite) and all documentation, materials, work product and deliverables resulting from or related to the Services (including in each case all enhancements, modifications, updates, upgrades and derivative works thereof and all intellectual property rights in any of the foregoing). Any enhancements, modifications, derivative works or any other intellectual property created directly or indirectly using or referring to the SaaS Services or components thereof, whether created solely by Customer or a third party on behalf of Customer, or jointly by Customer and Finalsite or a third party on either party’s behalf, shall belong exclusively to Finalsite, and Customer hereby irrevocably assigns all rights therein (including without limitation, all patent, copyright, trademark, trade secret and moral rights) to Finalsite. In the event that Customer or any of its users submit any ideas, suggestions, proposed enhancements, or other feedback relating to the SaaS Services (collectively, “Feedback”), Finalsite shall automatically own such Feedback without compensation to Customer and Customer hereby assigns all rights in such Feedback to Finalsite.

8. Security of Personal Information.

8.01  To effect the purposes of an Order, Customer or an Authorized User may from time to time provide Finalsite with certain personally identifiable information (Customer representing that it has the right to do so in each such instance) of Customer’s students, prospective students, parents of students, faculty, administrators, employees and/or Authorized Users that is regulated by various United States laws and regulations (“Personal Information”).  Personal Information may include Student Data to the extent it meets the definition thereof in Section 9.1 below.  

8.02  Consistent with laws governing Personal Information and Student Data which are applicable to Finalsite’s performance of Services hereunder, Finalsite shall maintain reasonable, industry-standard administrative, physical, and technical safeguards, and implement and maintain reasonable security practices and procedures, which are designed to protect Personal Information from unauthorized access, destruction, use, modification and disclosure. Finalsite shall not use or disclose Personal Information, except for the purposes for which it is permitted to use or disclose Customer Materials under Section 7.02 above.  Similarly, Customer agrees to comply with its responsibilities under laws governing Personal Information  which are applicable to Customer.   

8.03  Customer shall maintain reasonable, appropriate administrative, physical, and technical safeguards designed to protect the security, confidentiality and integrity of its account IDs, passwords, and connectivity with the SaaS Services and Hosting Services. Customer shall be solely responsible and liable, and shall ensure that Finalsite is not responsible or liable, for account IDs or passwords which are disclosed by Customer or an Authorized User or those which are  lost, stolen, compromised, or used for malicious or unauthorized purposes, including in respect of all use of the Services through the use of such account information.

9. Student Data.

9.01  Student Information, Student records and Student-generated content (collectively, “Student Data”) is the property of the applicable student or legal guardian of the student and not the property, or under the control, of Finalsite. During the Term of this Agreement, Customer shall retain control of all Student Data maintained in connection with the SaaS Services.

9.02  At any time during the Term of this Agreement, Customer may request deletion of any Student Data in Finalsite’s possession by providing a written request to Finalsite signed by a duly authorized representative of Customer specifying: (i) the name of the applicable student(s); (ii) a detailed description of the Student Data to be deleted; (iii) providing contact information of an individual authorized by Customer to answer questions and provide additional information about such request. Such requests must be addressed to the following address: Privacy Officer, Finalsite, 655 Winding Brook Drive, Glastonbury, CT 06033 or privacy@finalsite.com (which address may be amended by Finalsite from time to time upon notice to Customer). Customer shall be solely responsible and liable to the Student and any other party, and shall ensure that Finalsite shall have no responsibility or liability, in connection with the content of such deletion request (including any errors contained therein) or Finalsite’s deletion of Student Data in accordance with such request.

9.03  Finalsite shall take reasonable commercial measures designed to ensure the security and confidentiality of all Student Data. Finalsite and its employees, agents and contractors shall use Student Data only for purposes for which it may utilize Customer Materials as described in Section 7.02 above.

9.04  Student Data may include “education records” as defined under the Family Educational Rights and Privacy Act of 1974, 20 USC 1232g and its implementing regulations, as they may be amended from time to time (“FERPA”).  To the extent that Finalsite collects or processes personally identifiable information in education records in the course of providing Services under this Agreement, then it does so as an outsourced institutional function pursuant to FERPA 34 CFR Part 99.31(a)(1) and is designated by Customer for these purposes as a “school official” with legitimate educational interests.  In this regard, Finalsite will comply with its responsibilities as a school official under FERPA.  Similarly, Customer will comply with the responsibilities applicable to Customer under FERPA.    

9.05  Revisions or corrections to Student Data may only be made by Authorized Users of Customer and not the student, parent or legal guardian directly. A student, parent or legal guardian of a student may review personally identifiable information contained in the Student Data directly through use of the SaaS Services and may correct erroneous information, if any, to such information by informing the Customer in writing specifying: (i) the name of the applicable student; (ii) a detailed description of the Student Data to be corrected; (iii) the appropriate correction, if known. In the event Finalsite receives a correction request directly concerning any Student Data, it will notify Customer promptly and direct the student, parent or legal guardian to the Customer for a response, or upon the written request of Customer containing such information as described in this subsection, Finalsite will correct the applicable Student Data using the information contained in Customer’s written notice. Such requests must be addressed to Finalsite at the address set forth in Section 9.02 above. Customer shall be solely responsible and liable to the Student and any other party, and shall ensure that Finalsite shall have no responsibility or liabliity, in connection with the content of such modification request (including any errors contained therein) or Finasite’s revisions or corrections to Student Data in accordance with such request.

9.06  Finalsite will report in writing to Customer after its discovery of any unauthorized release, disclosure or acquisition of Student Data not permitted or required by this Agreement or any Order in accordance with the requirements of applicable law. Following discovery, Finalsite will conduct an investigation to determine the nature and scope of such unauthorized release, disclosure or acquisition and the identity of the affected students. Finalsite will use reasonable efforts to mitigate the potential harm caused by such unauthorized release, disclosure or acquisition.

9.07  Finalsite will not sell, rent or trade any Student Data, except in connection with the change of control or acquisition of Finalsite’s business and in such event the successor-in-interest to Finalsite shall be subject to the provisions of this Agreement.

9.08  Upon termination of this Agreement and all Orders hereunder, Student Data shall be deleted and not  retained by Finalsite and Customer shall not have access to any Student Data following the effective date of termination unless a student, parent or legal guardian of a student establishes or maintains an electronic account with Finalsite for the purpose of storing student-generated content.

9.09  For purposes of this Agreement, the following definitions shall apply:

(a) "Student information" means personally identifiable information or material of a student in any media or format that is not publicly available and is any of the following: (i) Created or provided by a student or the parent or legal guardian of a student, to Finalsite in the course of the student, parent or legal guardian using the SaaS Services for school purposes, (ii) created or provided by an employee or agent of Customer for school purposes, or (iii) gathered by Finalsite through the operation of the SaaS Services and identifies a student, including, but not limited to, information in the student's records or electronic mail account, first or last name, home address, telephone number, date of birth, electronic mail address, discipline records, test results, grades, evaluations, criminal records, medical records, health records, Social Security number, biometric information, disabilities, socioeconomic information, food purchases, political affiliations, religious affiliations, text messages, documents, student identifiers, search activity, photographs, voice recordings, survey responses or behavioral assessments;

(b)    "Student record" means any information directly related to a student that is maintained by the Customer or any information acquired from a student through the use of the SaaS Services, except "student record" does not include De-identified student information (defined below) allowed under this Agreement to be used by Finalsite for the purposes described in Section 10.03 below.;

(c)    "Student-generated content" means any student materials created by a student including, but not limited to, essays, research papers, portfolios, creative writing, music or other audio files or photographs;  "student-generated content" does not include student responses to a standardized assessment.

(d)    "De-identified student information" means any Student Information that has been altered to prevent the identification of an individual student.
 

10. Consent to Use/Transfer

10.01  Customer warrants and represents that it shall obtain all consents necessary for Finalsite to provide the Services in connection with the Customer Materials, and otherwise use Customer Materials pursuant to the Agreement, including those consents related to the collection of Personal Information from children under the age of 13 in compliance with the Children’s Online Privacy Protection Act, as amended (“COPPA”), consents necessary under FERPA to enable Finalsite’s provision of Services hereunder, and other consents necessary for the protection and use of the Personal Information and Student Data under applicable law and regulation. Finalsite shall be entitled to rely on this Agreement as Customer’s representation that all necessary consents have been obtained and Finalsite shall not be required to independently verify such fact or compliance by Customer with applicable law with respect thereto.

10.02  Customer further represents and warrants that the use of Personal Information and other Customer Materials by Finalsite, in accordance with the terms of the Agreement, is not in violation of any applicable law or regulation, or in breach of any covenant or obligation of confidentiality that Customer has to any person or entity. Customer acknowledges that Finalsite has no responsibility to review or monitor any Customer Materials including reviewing or determining the legality, accuracy or completeness of Customer Materials. Finalsite, however, reserves the right to take any action with respect to the Services that Finalsite deems necessary or appropriate in its sole discretion, if Finalsite reasonably believes Customer’s use of the Services could create liability for Finalsite, its affiliates and/or its suppliers or could compromise or disrupt services provided to other clients.

10.03  Customer acknowledges and agrees that, in the course of Finalsite providing Services hereunder, Finalsite may provide access to Customer Materials to employees, affiliates, subcontractors and third party service providers (“Representatives”) who have a legitimate need to access such information in order to provide their services to Finalsite as part of Finalsite’s provision of Services to Customer.  By way of example, Representatives include third parties who provide back-up, hosting, support and business recovery services. Representatives shall be required to maintain the confidentiality of all Personal Information, Student Data and other Confidential Information of Customer.

10.04  In addition,  Customer agrees that Finalsite may collect, use and disclose data which is generated, collected or derived in connection with the use of  the SaaS Services by Customer and its Authorized Users, including data derived from the Customer Materials to: (a) determine usage trends, (b) conduct research and development (including enhancing its products and services), (c) collect and analyze cookies and other metadata, (d) create analytics and (e) for other business purposes; provided that such data shall be de-identified (such that it will not identify Customer or its Authorized Users) and aggregated (collectively, “De-Identified Data”, which includes De-identified student information defined in Section 9.09(d) above). Subject to the above conditions, Finalsite shall own all De-Identified Data. 

11. Customer Responsibilities.

11.01  In addition to its other responsibilities as set forth in this Agreement, Customer is solely responsible for and assumes all liability relating to (i) decisions about Customer’s computer and communications systems needed to access the SaaS Services; (ii) all purchases of any necessary hardware, software, services or licenses required by Customer to access and use the SaaS Services as contemplated in this Agreement; and (iii) provision and maintenance of all domains and URLs used by Customer and its Authorized Users to access the SaaS Services.

11.02  Customer and its Authorized Users shall comply with all applicable law and governmental regulation in their respective execution, delivery and performance of this Agreement and access and use of the SaaS Services.

11.03  Customer represents and warrants, and shall ensure that it and all Authorized Users shall not: (i) use the Services, in whole or in part, to store, initiate or transmit material (including Customer Materials) that is infringing, libelous, defamatory, abusive, harmful to minors, designed to cause annoyance, inconvenience or distress to any person; comprises unsolicited marketing (i. e. spam), in violation of third-party privacy or property rights, or otherwise tortious or in violation of applicable law: (ii) interfere with, unreasonably burden, or disrupt the integrity or performance of the Services or third-party data or content contained therein; (iii) attempt to gain unauthorized access to the Services or its related systems or networks; (iv) provide the Services to third parties who are not Authorized Users, including, by resale, license, loan or lease; and, (v) without Finalsite's prior written consent, imply or state, directly or indirectly, that Customer is affiliated with or endorsed by Finalsite; or, publicize the existence of the Agreement, or any of its terms. Customer will use best efforts to prevent and/or block any prohibited use, and will cooperate with Finalsite to prevent or cease such use from continuing. Customer will notify Finalsite immediately, in writing, if it knows or has reason to know that that the Services are being used in violation of the Agreement or applicable law, describing such violation(s), and the basis for such knowledge, and shall be solely responsible and liable, and shall ensure that  Finalsite, its officers, directors, representatives and its affiliates are not responsible or liable, for such violative use.

12. Term of the Agreement/Orders.

This Agreement shall become effective on the effective date of the first Order entered into  by Customer and Finalsite and shall continue through the termination date of all Orders hereunder (the “Term”), unless terminated earlier in accordance with the provisions of this Agreement. The term of any Order shall be stated in the Order, provided however that unless otherwise provided in any Order, the term of each Order shall automatically renew for successive terms of equal duration to the initial term stated therein unless either Party provides written notice of its intent not to renew at least thirty (30) days prior to the expiration of the then-current term.

13. Termination

13.01  In the event either party defaults in any obligation in this Agreement or any Order, the non-defaulting Party shall give written notice of such default. If the Party in default has not cured the default within thirty (30) days of receipt of the notice, the non-defaulting Party may terminate this Agreement by delivering written notice thereof to the defaulting Party.

13.02  Either Party may terminate this Agreement, effective immediately upon written notice, in the event that the other party: (i) makes a general assignment for the benefit of creditors; (ii) institutes proceedings seeking relief or reorganization under any laws relating to bankruptcy or insolvency or (iii) has a court of competent jurisdiction appoint a receiver, liquidator or trustee over all or substantially all of such party’s property or provides for the liquidation of such Party’s property or business affairs.

13.03  Either party may terminate this Agreement upon written notice at any time when there are no Orders then in effect.

13.04  Customer shall have the right to terminate an Order for convenience if it first meets each of the following conditions: (i) it must provide Finalsite with at least sixty (60) days prior written notice of the effective date of such termination of the applicable Order; (ii) it must pay Finalsite, as and when due, all fees and expenses which are due for Services provided through the effective date of such termination for convenience; and (iii) it must additionally pay Finalsite, prior to the effective date of termination, an amount equal to the full amount of the fees owed to Finalsite for all periods from the effective date of termination through the end of the then-current term of the applicable Order. 

13.05  Customer commits that it has sufficient available funds to pay for the Services purchased under each Order through at least the end of the then-current fiscal year.  If, for any fiscal year thereafter during which an Order is in effect, sufficient funds are not appropriated by Customer’s public funding body to pay in full the fees due under such Order for that fiscal year, then Customer shall have the right to terminate the Order by providing Finalsite with written notice of termination at least ninety (90) days (or, if later, promptly upon becoming aware of the non-appropriation) prior to the first day of the fiscal year for which sufficient funds will not be available and by paying Finalsite in full for all fees and expenses due through the end of the then-current fiscal year.  Customer agrees that the termination rights set forth in this Section 13.05 will not apply if any funds are appropriated to it for the acquisition, retention or operation of software or other services substantially similar to the Services provided by Finalsite hereunder.  Customer agrees to use its best efforts to obtain and maintain sufficient funds to make all payments due hereunder and commits that it will only utilize this provision in the event that, despite its good faith best efforts to continue to fund all Order under this Agreement, such funds were withdrawn by its funding body.

13.06  Termination of this Agreement or any Order shall terminate all Services provided by Finalsite thereunder, and Customer and its Authorized Users shall cease all use of the applicable Services on the effective date of termination or expiration. The due dates of all payments owed by Customer to Finalsite under this Agreement shall become due on the effective date of termination or expiration.

14. Subcontractors.

Finalsite may utilize third party subcontractors and/or service providers to perform, or support performance of, any Services under this Agreement in its sole discretion, subject to the terms of Section 10.03 above to the extent applicable. In such event, Finalsite shall not be relieved from its obligations under this Agreement.

15. Fees and Expenses

15.01  The fees and general scope of the services purchased by Customer shall be as described in the applicable Order, which is made part of this Agreement. Unless otherwise specifically provided in an Order, Finalsite may increase fees effective on the first, and each subsequent, annual anniversary of each Order (including, by way of example, on each annual anniversary of a multi-year initial term) by providing at least sixty (60) days’ advance written notice to Customer of the increase, provided that any such increase shall not exceed the greater of six percent (6%) of the fees due for the immediately preceding year or the most recently-measured annual increase in the U.S. Consumer Price Index for  the immediately preceding annual period.

15.02  In addition to the fees described above, all out-of-pocket expenses incurred by Finalsite in connection with the Services which are pre-approved by Customer (including in an Order or a Statement of Work) shall be invoiced by Finalsite at actual cost after the corresponding onsite Professional Services are completed.     

15.3  Unless otherwise provided in an Order, Finalsite will invoice Customer on an annual basis, payable in advance. Payment for the invoice covering the first year of this Agreement, which may include subscription fees, Deployment Services fees and other fees as described in the Order,  is due and payable within thirty (30) days of the effective date of the Order unless otherwise stated in the applicable Order. Thereafter, unless otherwise specified in the Order, Finalsite will invoice Customer, for each subsequent period of the initial term and for each renewal term, on each annual anniversary of the effective date of the Order.  Invoices (including invoices for expenses under Section 15.02 and invoices for any Services other than the subscription fees for the SaaS Services) shall be due and payable within thirty (30) days of invoice date. After thirty (30) days from the invoice date, all overdue unpaid amounts shall carry interest at the rate of 1.0% per month, or the highest rate allowed by applicable law, whichever is less, until payment is received by Finalsite. All fees incurred by Finalsite for collections (including attorneys’ fees) must be paid or reimbursed by the Customer. All invoices shall be sent to Customer at the billing address set forth in the Order. 

15.04  Customer shall be responsible for the  payment of, or reimbursement of Finalsite for, any applicable present or future services, sales, use, excise, goods, property, value added or other taxes or duties levied against or upon the provision of SaaS Services (excluding taxes based upon Finalsite’s net income). Upon request, Customer shall furnish to Finalsite evidence of payment of any taxes payable by Customer.  If Customer is exempt from the payment of any such taxes, Customer will provide Finalsite with a valid tax exemption certificate authorized by the appropriate taxing authority.

16. Confidentiality

16.01  In the course of performance of this Agreement, the Parties may receive or have access to information that is confidential to one or the other Party and a Party’s Authorized Users (collectively, “Confidential Information”). Confidential Information shall mean non-public materials and information, in whatever form, written, oral or otherwise, that include, but shall not be limited to (i) the SaaS Services, including any modules, functionality or content licensed by Finalsite from third parties; (ii) the distinctive methods or procedures which Finalsite uses in the design, development, licensing, support, or maintenance of the SaaS Services, (iii) the terms and pricing under this Agreement, (iv) each Party’s business processes and strategies, (v) all portions of the Customer Materials which are treated as confidential by Customer; and (vi) all information clearly identified by either Party as confidential, provided however that a party’s Confidential Information shall not include information that: (a) is or becomes generally available to the public through no act or omission of the other Party; (b) was in the other Party’s lawful possession prior to the disclosure and had not been obtained by the other Party either directly or indirectly from the disclosing Party or from a third party whom the receiving Party knows or should know is under an obligation of confidentiality with the owner of the Confidential Information; (c) is lawfully disclosed to the other Party by a third party without restriction on disclosure; or (d) is independently developed by the other Party.

16.02  Each Party agrees to hold the other Party’s Confidential Information in confidence during the Term of this Agreement and following termination for any reason. Except for disclosure to a Party’s subcontractors and third party service providers  who are bound by confidentiality obligations with respect to such Confidential Information and as otherwise provided in the Agreement, each Party agrees not to make the other Party’s Confidential Information available in any form to any third party or to use the other Party’s Confidential Information for any purpose not intended under this Agreement. Each Party agrees to take all reasonable steps to ensure that Confidential Information is not disclosed or distributed by any person or entity in violation of the terms of this Agreement. Following receipt of a written request, the other Party shall return to the requesting Party, in whole or in part, the Confidential Information that has been disclosed in tangible form. Each Party may retain a copy of Confidential Information solely for archival purposes.

17. Warranties and Representations; Limitations & Disclaimers

17.01  Finalsite warrants to Customer that for a period of ninety (90) days from execution of this Agreement, the SaaS Services will substantially perform in all material respects the functions described in Finalsite’s then-current standard documentation (i.e., online user manuals, online help or other such guides which are made available by Finalsite as part of the SaaS Services) for the applicable SaaS Services when used and/or accessed in accordance with the terms and conditions of this Agreement and the applicable Order. Customer’s sole and exclusive remedy for a breach of this warranty shall be that Finalsite shall be required to use commercially reasonable efforts to provide modifications or fixes with respect to the applicable non-conformity in the operation of the SaaS Services .The foregoing warranties shall not apply in the event : (i) Customer or its Authorized Users use and/or access the SaaS Services in a manner which is not in conformance with the terms and conditions of this Agreement and any Order; (ii) Customer or its Authorized Users use the SaaS Services with third party data, software or hardware which is incompatible with the SaaS Services; (iii) errors occur in the SaaS Services or Data resulting from Customer’s or its representatives’ configuration or manipulation of the SaaS Services, in each case not specifically recommended in writing by Finalsite; or (iv) reduced performance or non-availability of the Services result from failure of network connections, or other factors, beyond the reasonable control of Finalsite.

17.02  Finalsite represents, warrants and covenants that: (i) this Agreement constitutes the valid and binding agreement of Finalsite, duly authorized by all necessary action on the part of Finalsite; and (ii) the execution, performance and delivery of this Agreement by Finalsite are within Finalsite’s corporate powers and do not and will not violate (a) the articles of incorporation or bylaws of Finalsite, (b) any law, rule, regulation, judgment, order or decree applicable to Finalsite’s performance of its obligations hereunder or contravene or cause a default under any license, franchise, permit or other similar authorization held by Finalsite, or any agreement to which Finalsite is a party, or (c) require the consent or other action of any person or entity which has not been obtained prior to execution of this Agreement.

17.03  Finalsite will exert commercially reasonable efforts to help promote Customer’s ability to comply with certain  requirements of the Americans With Disabilities Act through the use of available features of the SaaS Services.   

17.04  Customer represents, warrants and covenants that: (i) this Agreement constitutes the valid and binding agreement of Customer, duly authorized by all necessary action on the part of Customer; (ii) Customer has full authority to act on its behalf  as contemplated by this Agreement; and (iii) the execution, performance and delivery of this Agreement by Customer are within Customer’s organizational powers, have been duly authorized by all necessary action on the part of the Customer, and do not and will not violate (a) the applicable organizational documents of Customer, (b) any applicable law, regulation, judgment, order or decree or cause a default under any license, franchise, permit or other similar authorization held by Customer, or any agreement to which Customer is a party, or (c) require the consent or other action of any person or entity (including in respect of, or filing with, any governmental body, agency or official) which has not been obtained prior to execution of this Agreement.

17.05  It is Customer’s responsibility to determine the suitability of the SaaS Services for Customer’s use. EXCEPT AS EXPRESSLY STATED IN THIS AGREEMENT, AND TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW, FINALSITE AND ITS LICENSORS MAKE NO, AND HEREBY DISCLAIM ANY, REPRESENTATION, WARRANTY OR GUARANTY, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, WITH RESPECT TO THE SERVICES PROVIDED UNDER THIS AGREEMENT, INCLUDING WITHOUT LIMITATION, ANY IMPLIED WARRANTY: (1) OF MERCHANTABILITY; (2) OF FITNESS FOR A PARTICULAR PURPOSE; (3) ARISING FROM COURSE OF PERFORMANCE, COURSE OF DEALING, OR USAGE OF TRADE; OR (4) OF NON-INFRINGEMENT OF THIRD PARTY RIGHTS. EXCEPT AS SET FORTH IN THIS SECTION, THE SERVICES ARE PROVIDED “AS IS”, WITHOUT ANY FURTHER WARRANTIES OF ANY KIND. FINALSITE AND ITS LICENSORS MAKE NO WARRANTY THAT OPERATION OF THE SAAS SERVICES WILL BE UNINTERRUPTED OR ERROR FREE OR THAT ALL DEFECTS WILL BE CORRECTED. FINALSITE AND ITS LICENSORS MAKE NO, AND HEREBY DISCLAIM ANY, REPRESENTATION, WARRANTY OR GUARANTY, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, REGARDING ANY THIRD PARTY TECHNOLOGY.

17.06   EXCEPT TO THE EXTENT EXPRESSLY PROHIBITED BY LAW, FOR ALL CLAIMS BY CUSTOMER, WHETHER SUCH CLAIMS ARE MADE IN CONTRACT, TORT, OR OTHERWISE, CUSTOMER’S POTENTIAL RECOVERY SHALL BE LIMITED TO THE ACTUAL, DIRECT DAMAGES SUFFERED BY CUSTOMER  UP TO THE ACTUAL AMOUNT PAID BY CUSTOMER TO FINALSITE UNDER THE APPLICABLE ORDER (I.E., THE ORDER GIVING RISE TO THE LIABILITY)  DURING THE TWELVE (12) MONTHS PRIOR TO THE INITIAL ASSERTION OF  CLAIM(S) FOR THE SPECIFIC SERVICE(S) GIVING RISE TO SUCH CLAIM(S).

17.07   EXCEPT TO THE EXTENT EXPRESSLY PROHIBITED BY LAW, IN NO EVENT SHALL FINALSITE OR ITS SUPPLIERS, LICENSORS, SERVICE PROVIDERS AND/OR SUBCONTRACTORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, PUNITIVE, EXEMPLARY, SPECIAL OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, LOSS OF PROFIT OR COSTS OF SUBSTITUTE SERVICES) SUFFERED BY CUSTOMER, HOWEVER CAUSED, REGARDLESS OF THE THEORY OF LIABILITY, WHETHER IN CONTRACT, TORT, PRODUCT LIABILITY OR OTHERWISE, EVEN IF FINALSITE HAS BEEN PREVIOUSLY ADVISED OF THE POSSIBILITY, OR HAS CONSTRUCTIVE KNOWLEDGE, OF SUCH DAMAGES, AND NOTWITHSTANDING ANY FAILURE OF ESSENTIAL PURPOSE. EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, THIS AGREEMENT SHALL NOT CONVEY UPON ANY THIRD PARTY ANY RIGHTS HEREUNDER, AND NO THIRD PARTY SHALL BE DEEMED A THIRD PARTY BENEFICIARY.

 

18. Modifications/ Amendments.

This Agreement and any Order can only be modified by a written agreement signed by persons authorized to sign agreements on behalf of the parties.

19. Waiver.

No failure to exercise and no delay in exercising on the part of either Party, or partial exercise, shall operate as a waiver of any right under this Agreement. A waiver on one occasion shall not operate as a waiver on other occasions.

20. Severability.

If any term or provision of this Agreement or application of the terms of this Agreement to the Parties shall to any extent be held invalid or unenforceable by a court of competent jurisdiction, then such invalidity will not affect the remainder of this Agreement and each other term and provision shall be valid and enforceable to the fullest extent permitted by law.

21. Relationship of Parties.

The Parties are independent contractors and will have no power or authority to assume or create any obligation or responsibility on behalf of each other. This Agreement will not be construed to create or imply any partnership, agency or joint venture, association, or other form of agency relationship between the Parties. A Party and its respective personnel shall not be eligible to participate in any employee welfare or other benefit plans, however characterized, which may be maintained by the other Party. Each Party agrees to assume all responsibility and liability for any and all federal and state employers’ liability, workers’ compensation, social security and unemployment insurance requirements with respect to its respective personnel. Each Party agrees to pay and report (or require to be paid and reported) all federal, state and local income, employment and payroll withholding taxes and other governmental taxes or charges for its respective personnel, including, without limitation, federal and state income tax withholding, FICA, FUTA and state payroll taxes, as may be applicable.

22. Assignment.

This Agreement may not be transferred or assigned directly or indirectly by Customer, in whole or in part, without the prior written consent of Finalsite, which consent shall not be unreasonably withheld. Notwithstanding the foregoing, either Party may transfer or assign this Agreement in connection with a Change of Control of such Party. This Agreement shall be binding upon and inure to the benefit of the Parties and their respective successors and assigns. For purposes of this Agreement, “Change of Control” shall mean the sale or other transfer of (i) all or substantially all of a Party’s assets; or (ii) 50% or more of the capital stock or other equity interests of a Party, including by merger, consolidation or similar transaction; or (iii) the transfer of majority voting control of a Party.

23. Force Majeure.

Either Party will be excused from delays in performing or from failing to perform its obligations under this Agreement (except for payment obligations which shall not be so excused) to the extent the delays or failures result from causes beyond the reasonable control of the Party. Without limiting the generality of the foregoing, such causes include acts of God, the public enemy, fires, floods, storms, earthquakes, riots, terrorism, strikes, blackouts, wars or war operations, restraints of government, utility or communications failures, computer hackers, denial of service attacks, software viruses, telecommunications slow-downs or failure, erroneous data transmission, or causes which could not with reasonable diligence be controlled or prevented by the Party. However, to be excused from delay or failure to perform, the Party must act diligently to remedy the cause of the delay or failure.

24. Entire Agreement.

This Agreement, including any and all Orders, Exhibits, Schedules, Appendices, Attachments and material incorporated by reference, contains the entire agreement of the Parties relating to the rights granted and obligations assumed in this Agreement. This Agreement represents the complete and final agreement of the Parties and supersedes and replaces all prior or contemporaneous oral or written agreements, understandings or commitments between the Parties, including any purchase order.  For clarity, while Customer may utilize a purchase order for its internal administrative purposes, any terms or conditions in any such purchase order shall be deemed null and void and the terms and conditions of this Agreement shall solely govern and control.

25. Mutual Indemnification.

25.01 Finalsite shall defend, indemnify and hold Customer and Customer’s officers, directors, employees, and agents harmless from and against any and all third party claims, costs, damages, losses, liabilities and expenses (including reasonable attorneys' fees and costs incurred by Finalsite in defending a covered claim) to the extent caused by  (i) any willful misconduct of  Finalsite ; and/or (ii) the infringement by  the SaaS Services, in their as-delivered, unaltered form, of  a U.S. copyright, a U.S. patent issued as of the date on which the applicable Order is entered into by the parties, or a U.S. registered trademark of a third party; provided that Customer shall (a) promptly give written notice of such claim to Finalsite; (b) give Finalsite sole control of the defense and settlement of such claim; and (c) promptly provide to Finalsite all available information and assistance reasonably requested by Finalsite in defending such claim. Finalsite shall have no indemnification obligation, and Customer shall defend, indemnify and hold Finalsite and its officers, directors, employees, attorneys and agents harmless from and against any and all third party claims arising from any alleged infringement of any third party intellectual property rights arising from the combination of any SaaS Services with any of Customer’s products, service, content, web service, hardware and/or business process(s).

25.02 Except to the extent expressly prohibited by applicable law, including applicable laws providing for the sovereign immunity of government entities, Customer shall indemnify and hold Finalsite, its licensor's and each such party's affiliates, officers, directors, employees, attorneys and agents harmless from and against any and all third party claims, costs, damages, losses, liabilities and expenses (including attorneys' fees and costs) to the extent caused by : (i) any willful misconduct of Customer;   (ii) the infringement by  the Customer Materials, and/or any Third Party Technology provided to Finalsite or input into the SaaS Services by Customer or its Authorized Users, of the intellectual property rights of a third party; (iii) the nature, substance or content of the Customer Materials (such as a defamation claim, an invasion of privacy claim, a claim arising from lack of consent to use the Customer Materials, and/or other claims; (iv) Customer’s failure to assume liability or responsibility where it expressly agrees to do so hereunder; and (v) Customer’s or its Authorized Users’ failure to access and use the SaaS Services in compliance with the restrictions or prohibitions set forth in this Agreement and/or applicable law and regulation; provided in any such case that Finalsite (a) gives written notice of the claim promptly to Customer; (b) gives Customer sole control of the defense and settlement of the claim (provided that Customer may not settle or defend any claim unless Customer unconditionally release Finalsite of all liability and such settlement does not affect Finalsite’ business or Service); (c) provides to Customer all reasonably available information and assistance; and (d) has not compromised or settled such claim.

26. Venue and Applicable Law.

This Agreement shall be governed, construed, and interpreted in accordance with the laws of the State of Connecticut, excluding conflict of law principles. The original of this Agreement has been written in English and English is the governing language of this Agreement. Customer waives any right it may have under the law of its territory to have this Agreement interpreted by or written in the language of the territory. In any action or proceeding to enforce rights under this Agreement, the prevailing party will be entitled to recover reasonable costs and attorneys’ fees. Any disputes arising out of this Agreement or the breach thereof shall be resolved by binding arbitration in Hartford, Connecticut in accordance with the Commercial Arbitration Rules of the American Arbitration Association, and judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

 

 

 

 

 

 


SCHEDULE 1

Service Level Agreement

 

 

This Service Level Agreement (“SLA”) sets forth the Service Level(s) applicable to the Hosting Services and Support Services provided by Finalsite for the Finalsite SaaS Services. This SLA forms a part of the Agreement between Customer and Finalsite with respect to the provision of the SaaS Services by Finalsite and is incorporated into the Agreement by reference.

 

1.Hosting/ Availability of the SaaS Services

Service Level Service Level Commitment Measurement Window
Availability 99.5% Monthly

 

For Purposes of this SLA, the following definitions shall apply:

“Availability” shall mean the portion (in percentage terms) of Scheduled Uptime that the Hosting Services are actually Available for Use.

“Available For Use” shall mean that all of the supported functions and features of the Hosting Services are capable of sending and receiving data to and from the Internet.

“Scheduled Uptime” shall mean the difference between (i) the total time Available for Use during each month and (ii) the sum of the time during which Finalsite may perform Scheduled Maintenance plus Excluded Time (as defined below).

“Scheduled Maintenance” shall mean maintenance performed by Finalsite during regularly scheduled maintenance windows, which normally shall occur during off-peak hours, or such other times Finalsite may determine, provided it shall provide Customer at least three (3) days’ advance notice of such maintenance (“Scheduled Maintenance Window”). Notice of Scheduled Maintenance may be by email to Customer.

“Excluded Time” shall mean any period of time that the Hosting Services are not Available For Use due to the following:

  • Emergency maintenance;
  • Interruptions in third party networks that prevent Internet users from accessing the Hosting Services; or
  • Interruptions in utility service, provided that the Finalsite hosting environment is served by redundant utility connections entering the facility at which the Hosting Services are provided.

 

 

2. Availability Service Credits

a. Customer must notify Finalsite in writing of any failure to meet the Availability Service Level and request a Service Level Credit, if appropriate.

b. In the event Finalsite fails to meet the Availability Service Level Commitment more than three (3) times in any rolling twelve (12) month period, upon the written request of Customer, Finalsite will extend five (5) days of hosting service to the Customer at no additional charge (the “Service Credits”). Such Service Credits will be allocated to the Customer annually on the anniversary date of the applicable Order for the SaaS Services.

c. The Service Credits described above shall be the sole and exclusive remedy for Finalsite’s failure to meet the Availability Service Level Commitment.

 

3. Backup Process

Finalsite will back-up or cause daily and weekly back-ups of Data (excluding Customer logos and trademarks) on-site and to an off-site location chosen by Finalsite.

4.Hosting / Bandwidth / Storage Obligations

Finalsite will provide and will be responsible for creating and maintaining the hosting, bandwidth and storage obligations as set out within the Order.  If the Customer exceeds the limits defined in the Order, Finalsite shall not be held liable for any performance related issues which arise from use outside of these limits and may, at its discretion, charge for any excess use of these obligations.