CORRA  Dale County Commission Commission Meeting Minutes - July23, 2019  The Dale County Commission convened in a regular session Tuesday, July 23, 2019. The following members were present: Chairman Mark Blankenship; District One Commissioner Chris Carroll; District Two Commissioner Steve McKinnon; District Three Commissioner Charles W. Gary; and District Four Commissioner Frankie Chairman Blankenship called the meeting to order at 10:45am. Commissioner Gary opened with the Pledge of Allegiance. Commissioner Carroll followed with prayer.  Wilson.  APPROVED - AGENDA  Commissioner McKinnon made a motion to approve the agenda with adding the Commissioner Carroll seconded the motion, all voted aye. Motion carried.  employment of Clinton Buggs.  APPROVED = MEMORANDUM OF WARRANTS Accounts Payable Check Numbers 84033-84145. Payroll Check Numbers: 154586-154591. Direct Deposit Check Numbers: 31587-31728.  Commissioner Carroll made a motion to approve the following Memorandum of  Warrants:  Commissioner McKinnon seconded the motion, all voted aye. Motion carried.    Dale County Commission  Commission Meeting Minutes -July 23, 2019  Page2of3  APPROVED - JULY 9, 2019 MINUTES  Commissioner Wilson made a motion to approve the Minutes oft the Commission Commissioner Gary seconded the motion, all voted aye. Motion carried.  Meeting on July 9, 2019.  APPROVED - EMPLOYEE TRAVEL  Commissioner Gary made a motion to approve the oft the following:  Drew Meacham - HEC-RAS Modeling Seminar, Birmingham, AL - Eleanor Outlaw, Darrell Cook, Lisa Carnal, and David Rodgers - AAAO  August 14, 2019 - $519.00.  Summer Conference - August 4-9, 2019-$6,735.00.  Commissioner McKinnon seconded the motion, all voted aye. Motion carried.  APPROVED - PERSONNEL  Commissioner McKinnon made a motion to approve the hiring of the following:  Ben Coppage - Laborer IV  $10.50/hour  Clinton Buggs - Part-time Deputy Sheriff FX- $13.52/hour. Commissioner Wilson seconded the motion, all voted aye. Motion carried.  APPROVED = CHANGE - SAFETY MANUAL  Commissioner McKinnon made a motion to approve the changes to Dale County's  Safety Manual - Policy to Prohibit the Use of Tobacco Products.  See Exhibit 1.  Commissioner Carroll seconded the motion, all voted aye. Motion carried.  APPROVED - CAPITAL EXPENDITURE- ANNEX & CREEL RICHARDSON BLDGS Commissioner Gary made a motion to approve expenditures in the amount of $49,155.00 from the Capital Expenditure Fund 116, for the roofing of the Annex and Commissioner McKinnon seconded the motion, all voted aye. Motion carried.  Creel Richardson buildings by Dunlop Mfg.. See Exhibit 2.    Dale County Commission  Commission Meeting Minutes -July 23,2019  Page3of3  APPROVED - REJECT HERBICIDE SHED BIDS - ROAD & BRIDGE Commissioner McKinnon made a motion to reject the bids for the herbicide shed. Commissioner Carroll seconded the motion, all voted aye. Motion carried.  APPROVED -= HERBICIDE SHED ROAD & BRIDGE  Commissioner Carroll made a motion to approve the County Engineer to negotiate an Commissioner McKinnon seconded the motion, all voted aye. Motion carried.  "enclosed metal herbicide building" kit.  APPROVED = SOFTWARE AGREEMENTS - REVENUE & REAPPRAISAL Commissioner Gary made a motion to approve the software agreements with Commissioner Wilson seconded the motion, all voted aye. Motion carried.  Ingenuity. See Exhibit 3.  ANNOUNCEMENT  NEXT REGULARMEBING  Chairman Blankenship announced that the next regular meeting of the Dale County  Commission will be Tuesday, August 13, 2019 at 10:00am.  ADJOURNMENT: CONFIRMATORYS STATEMENT  Commission Gary made a motion to adjourn the meeting. Commissioner Wilson Itis is hereby ordered the foregoing documents, resolutions, etc., be duly confirmed and entered into the minutes of the Dale County Commission as its official actions.  seconded the motion. All voted aye. Motion carried.  H Mark Blankenship, Commission Chairman    Dale County Commission  Standard Operating Guideline 8  Exhibit 1  3rd PROPOSED CHANGE TO POLICY IN SAFETY MANUALTO PROHIBIT THE USE OF TOBACCO PRODUCTS IN COUNTY OWNED OR LEASED  VEHICLES. PAGE27  Purpose is amending proposed policy by removing all Smokeless tobacco and adding electronic cigarettes and vaping back in to be excluded on proposal.  CHANGES ARE INI BOLD  Purpose  To establish guidelines for the Dale County Commission which will promote a smoke- free/tobaccoless: environment and ensure the comfort and well-being of the County  employees and visitors to the County'sb buildings.  Policy  Dale County Commission, as the legal custodian of County property, recognizes its obligation to project and encourage aj positive image ofhealth and well-being. Therefore, arestricted use policy has been established for visitors and employees providing fora moke-free/obaccoless environment. This policy includes cigarettes, cigars, pipes and electronic cigarettes (vaping). Every employee, official, or visitor who utilizes a County building or County vehicle is obligated to abide by these regulations.  Specifically, they are:  A. Employees, Officials and Visitors:  Smoking will not be permitted in any County building. The Dale County Commission reserves the right to establish designated outdoor smoking areas to  prevent smoke from entering a County building.  B. Notice to Public:  Signs notifying the public of the County's no smoking policy shall be placed at the entrance and other prominent places throughout all County office buildings. C. Smoking and vaping are prohibited in all County owned or leased vehicles. Whenever a violation oft this smoking policy is observed, County employees should approach the person involved and inform the violator of the smoking regulations. This should be done in a courteous and tactful manner. Ifthe violatori is a person other than a County employee and does not cease to smoke, or ifother problems arise, contact the Dale County Sheriff's Office. In the event that the violator is a County employee subject to the Rules and Regulations of the County's personnel system, the employee shall be disciplined as follows:  D. Enforcement:  First Offense: Written Counseling Second Offense: 31 Day Suspension Third Offense: Termination ofl Employment Approved by Dale County Commission the_ 23rd  Posted 07/09/2019 ofJuly, 2019.  Signed 1 N    Exhibit2  Dunlop Manufacturing, Inc. Dunlop Roofing & Consulting, LLC  DUNLOP manufacturing  POT Bos 1103 Madison,Gcorgia, 30650 706-342-0055 Office 770-266-5706 Fur dlunloprolinggaokcont  Proposal And Contract:  To: Mr. Eugene Evans Made this: 26th Building Owner: Dale County Commission  Day of: June 2019  Phone: 334-733-9584  Address: 202 Hwy. 123, Suite C, Ozark, AL 36360  Property Address: Same Roof Area:  City Annex Building: Sherrifs Office Bldg.  5,304 - sq. .ft. 5,798 sq. ft.27,545.00  Type System: Mechanically Attached White TPO Roof System to meet FM Global PRICE: Dunlop Roofing, LLC agrees to furnish all materials, equipment, and labor for  aforedescribed work (unless otherwise stated) for the sum of:  City Annex Bldg.: Sherrifs Office:  $26,110.00 $27,545.00  Special Offer: $4,500.00 discount if both roof sections can be  installed at the same time.  Note 1: Install the proper separator board over the Built-Up Roof and  2 layers of EPS Insulation over the metal roof panels. Note 2: Install a 60 TPO Roof System: White  Note 3: Install all new TPO equipment flashings, perimeter flashings and wall,    Exhibit. 2  flashings  Note 4: Install new metal at all perimeters and walls.  Note 5. Premium 20 year warranty and annual inspection program.  Terms: initial payment of (50%) due upon delivery of materials and the commencement of work. A (50%) payment shall be due 30 days after completion and a 5% discount can be taken. A finance charge of 1.5% per month (18% per annum) will be charged on all past due accounts. All collection fees, attorneys fees, court cost, lien cost, or any expense involved in the collection of these charges will be borne by the building owner. A lien will be filed on all jobs where payment Subject to the terms and conditions stipulated herein, Dunlop Roofing, LLC agrees to perfrom the  is past due or where protection of the lien rights may be required.  Contract work listed below and described by the following scope of work.  Scope of Work:  1. Prepare existing roof for installation of new roofing system, to include:  a. See notes above.  2. 3. 4. 5. 6.  Provide and install a Mechanically Attached White TPO Roof  System (.060 inches in thickness reinforced)  Flash all pipes, pitch pockets, and other penetrations in according with Install new metal at all perimeters to terminate and secure new TPO Roof Flashings as per manufacturers specifications.  Dunlop Roofing specifications.  Dunlop Roofing, LLC to provide all dumpsters necessary to complete Dunlop Roofing to provide crain service for lifting materials and  roofing project.  equipment to the roof.  7. Install treated wood nailers and sleepers where necessary.  8.  Provide Building Owner with a standard 20 year Warranty and a 20 year  annual inspection program.    Exhibit. 2  Insurance: Dunlop Roofing, LLC is covered by Workman's Compensation Insurance, Public and Automobile Liability Insurance. Dunlop Roofing, LLC will furnish certificates of insurance Liability to the owner's representative before the commencement of the project. This proposal when signed by both parties immediately becomes a contract, but if not accepted under the conditions herein stated and with 120 days from the date hereof, ceases therafter, unless otherwise agreed to in writing by Roof This contract is based on estimates that may include physical and electronic evaluations oft the roof. This contract is not based on any hidden or latent conditions that may exist with the roof exterior walis, equipment or deck substrate. Any additonal cost that are incurred duei to these assembly, conditions will be documented andi invoiced at our normal hourly rates plus materials. The Owner or Owner's Representative will be notified immediately of any hidden conditions and a written This contract is not subject to cancellation. Oral or other arrangements not appearing on this  Contractor.  change order will be submitted. contact will not be recognized.  In Witness WhereOf, Dunlop Roofing, LLC and Purchaser have executed this contract.  Date:  Date:  Purchaser Accepted By:  Contractor's Acceptance: Dunlop Roofing Officer  Building Ownerl Authorized Representative    Exhibit3 3  Ingenuity  MASTER AGREEMENT  This Master Agreement (the "Agreement) is made this 1st day of August 2019, by and between Ingenuity. Inc., an Alabama corporation, ("Ingenuity"): and the Dale County Commission ("Dale County").  A. services. B.  Ingenuity is a professional services firm that provides a broad range of business and technology Dale County desires to retain Ingenuity to provide certain products and/or services as described in a Statement of Work ("SOW"), which upon execution by duly authorized representatives of both Ingenuity and Dale County shall be attached hereto and shall become subject to and part of this Agreement. NOW THEREFORE, for and in consideration of the mutual representations, warranties, covenants SERVICES. Ingenuity shall perform for Dale County the services (the Services") described and agreed to ina SOW. In the event of any conflict between the terms of a SOW and this Agreement, the! SOW shall control, As required for Ingenuity to perform the Services, Dale County shall provide ingenuity the TERM. The initial term of this Agreement shall be for thirty-eight (38) months beginning as of the date of this Agreement. At the expiration of the initial term, this Agreement shall be renewed automatically for successive one-year terms unless notice of its intention not to renew is given in writing sixty (60) days prior to expiration of the term by the party seeking to terminate. The term of this Agreement shall be automatically extended as necessary to include the term of all SOWS and the payments related to all SOWS.  and agreements set forth below, the parties agree as follows:  1.  necessary access to Dale County's facilities and all relevant Dale County information.  2.  3.  PAYMENT FOR SERVICES.  (a) Payment. Dale County shall pay Ingenuity as set forth in all applicable SOWs. (b) Travel and Other Expenses. All expenses incurred by Ingenuity related to providing Services to Dale County hereunder shall be paid by Ingenuity unless otherwise agreed upon in writing by (c) Terms of Payment. Ingenuity shall submit invoices to Dale County as agreed upon in the applicable SOW and Dale County shall pay Ingenuity for the Services performed within thirty (30) days after the date of Ingenuity's invoice. Dale County shall pay interest at the rate oft twelve percent (12%) per annum CONFIDENTIALITY. In connection with this Agreement, each party may disclose certain confidential or proprietary nformation ("Information') to the other party. Each party will treat all Information as confidential and not disclose it to any third party. The parties agree to protect the Information by using the same degree of care, but no less than a reasonable degree of care, as the other party uses to protect its own similar confidential information. This obligation of confidentiality and care shall extend for two (2) years following the termination of this Agreement. Each party's duty of confidentiality shall not extend to information that () is already known to or has been developed independently by such party without reference to the other party's Confidential Information, (i) is received from a third party who has the right to hold and disclose it, (ii) is released in writing from confidentiality protection by the other party, or (iv) is in the public domain, except if as a result of a breach of this Agreement. Notwithstanding the foregoing, Dale County shall incur no liability and will not breach this Agreement by disclosing any documents, records, or information pursuant to Sections 36-12-40 or 36-12-41 of the Code of Alabama 1975, as amended.  both parties.  compounded monthly on any balance not paid within thirty (30) days oft the due date.  4.    Exhibit3  5. manner.  WARRANTIES.  (a) Ingenuity Warranty. Ingenuity shall perform the Services in a professional and workmanlike (b) WARRANTY EXCLUSION. THIS AGREEMENT PROVIDES FOR SERVICES AND UNLESS OTHERWISE SPECIFIED IN ASOWISI NOT A SALE OF GOODS. NOI EMPLOYEE, AGENT, OR REPRESENTATIVE OF INGENUITY HAS ANY RIGHT TO MAKE ANY WARRANTY OR PROMISE ON OWNERSHIP OF SOFTWARE AND PROCESSES. Ingenuity's software and processes, including but not limited to Ingenuity's methodology, procedures, strategies, trade secrets, know how, ideas and expertise, used by Ingenuity in providing Services, are not included in any deliverable. Ingenuity retains all right, title and interest in and to such software and processes, including all intellectual property rights pertaining thereto including (1) all ideas, designs, concepts, techniques, inventions, discoveries, and improvements, regardless of patentability, but including patents, patent applications, trade secrets, and know-how; (2) all works of authorship regardless of copyright ability but including copyrights and any moral rights recognized by law; and (3) all other similar rights. Dale County shall not provide (and shall not allow any of its employees, contractors, agencies, affiliates, or subdivisions to provide) any of Ingenuity's software or processes, any related object or source code, or any related documentation to any other person or entity. INSURANCE. Ingenuity will secure and maintain reasonably adequate worker's compensation insurance in accordance with the law of the work site. Ingenuity will also maintain comprehensive general liability and property damage insurance in accordance with generally accepted industry standards. LIMITATION OF LIABILITY. IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR SPECIAL, CONSEQUENTIAL, EXEMPLARY OR INCIDENTAL DAMAGES INCLUDING, WITHOUT LIMITATION, LOSS OF PROFIT OR GOODWILL, SUFFERED BY THE OTHER PARTY OR ITS CUSTOMERS, WHETHER OR NOT THE POSSIBILITY OF SUCH DAMAGES HAS BEEN DISCLOSED OR IS REASONABLY FORESEEABLE. EXCEPT IN CONNECTION WITH DALECOUNTY'S OBLIGATION TO PAY INGENUITY FOR THE SERVICES, IN THE EVENT EITHER PARTY SHALL BE LIABLE TO THE OTHER PARTY FOR ANY MATTER RELATING TO OR ARISING IN CONNECTION WITH THIS AGREEMENT, WHETHER BASED ON AN ACTION OR CLAIM IN CONTRACT, EQUITY, NEGLIGENCE, INTENDED CONDUCT, TORT OR OTHERWISE, THE. AMOUNT OF DAMAGES RECOVERABLE AGAINST THE OTHER PARTYI FOR ALLI EVENTS, ACTS OR OMISSIONS SHALL NOT EXCEED IN" THE AGGREGATE THE AMOUNT ACTUALLY PAID BY DALE COUNTY FOR INGENUITY SERVICES UNDER THE INDEPENDENT CONTRACTORS. Ingenuity's relationship with Dale County shall be that of an independent contractor and not that of an employee of Dale County or any affiliate. Each party shall be solely responsible for wages, salaries and other amounts due to its respective employees or subcontractors. Each party shall be responsible for all reports and obligations respecting its employees concerning social security, income tax, unemployment insurance, workers' compensation and security matters. Neither party shall have the authority to enter into contracts that bind the other party or create obligations on the part of the other party without the prior written authorization of such other party. Ingenuity does not undertake to perform any obligation of Dale County, whether regulatory or contractual, or to assume any responsibility for Dale County's business or operations. Ingenuity has the sole right and obligation to supervise, manage, 10, TERMINATION. Either party may terminate this Agreement in the event of a material breach by the other party of any representation, warranty, condition or covenant of this Agreement that is not cured as listed below. The non-breaching party shal! give the breaching party thirty (30) business days prior written notice with an opportunity to cure the breach within such thirty (30) business day period. In the event that the breaching party falls to cure the breach within the thirty (30) business day period, the non-breaching 11. NONSOLICITATION. Each party agrees that during the term of this Agreement and for a period of twelve (12) months thereafter, neither it nor any person or entity affiliated with it will directly or indirectly  INGENUITY'S BEHALF WITH RESPECT TO THE SERVICES.  6.  7. 8.  APPLICABLE STATEMENT OF WORK.  9.  contract, direct, procure, perform or cause to be performed all Services.  party shall have the right to terminate this Agreement.  2    Exhibit3 3  employ or otherwise engage in any capacity any person who is or has been an employee of the other party at any time during the term of this Agreement, nor will a party or any affiliate solicit or encourage any such 12. DISPUTE RESOLUTION. All disputes involving this Agreement that the parties are unable to solve between themselves shall be submitted to a mediator appointed and operating under the Uniform Arbitration Act and the procedural rules of the American Arbitration Association. Such mediator shall include only persons with experience in the areas of technology and professional services. The parties shall choose a mutually agreeable mediator and the mediation shall bel held in Shelby County, Alabama. The mediator shall determine how the costs of mediation shall be shared between the parties, Ifa mutually acceptable conclusion cannot be reached, and legal action is necessary, the non-prevailing party in such proceedings shall pay to the prevailing party all costs and expenses, including, without limilation, reasonable attorneys'  person to leave the employ of the other party for any reason.  fees and expenses, incurred therein by such prevailing party.  13. MISCELLANEOUS.  (a) This Agreement and any executed SOWS constitute the entire agreement of the parties hereto with respect to the matters contemplated hereby, and no other agreement, statement or promise, made by any party hereto, that is not contained herein shall be binding or valid. Except as otherwise expressly provided in this Agreement, this Agreement may not be amended, modified, altered or supplemented other than by means of a written instrument duly execuled and delivered on behalf of Ingenuity and Dale County. The parties agree that the terms and conditions included in each party's standard printed forms, including any purchase order or other instrument covering the subject matter of this Agreement, which purport to amend, alter, modify, change, or supplement all or any part of this Agreement (b) Except fort the disclosure of any records, documents, or information by Dale County pursuant to Sections 36-12-40 or 36-12-41 of the Code of Alabama 1975, as amended, each of the parties acknowledges and agrees that the other party would be damaged irreparably in the event any. of the provisions of Sections4 or 11 are not performed in accordance with their specific terms or otherwise are breached. Accordingly, each of the parties agrees that the other party shall be entitied to an injunction or injunctions to prevent breaches of the provisions of this Agreement and to enforce specifically this Agreement and the terms and provisions hereof in any action instituted in any state court in the State of Alabama or federal district court in Alabama, in addition to any other remedy to which they may be entitled, (c) Any notice required or permitted to be given under this Agreement, including, without limitation, all requests for approval or consent, shall be personally delivered or sent by registered or certified first class U.S. Mail, retum receipt requested, by a recognized overnight courier service, by hand delivery, or by confirmed facsimile transmission and shall be deemed given upon receipt. All such notices shail be delivered to the following addresses, which may be changed at any time upon written notice to the other  shall be of no force and effect.  at law or in equity.  party:  Ingenuity, Inc. 8137 Helena Road, Suite 200 Pelham, AL: 35124 Attention: President  Dale County Commission 202 South AL-123 Ozark, AL 36360 Attention: Chairman  (d) The walver by any party hereto of any breach of any term, covenant or condition herein contained shall not be deemed to be a waiver of such term, covenant or condition or any subsequent breach of the same or any other term, covenant or condition herein contained. Any waiver of a term, covenant or (e) In the event of any action or proceeding at law or in equity between Dale County and Ingenuity to enforce or interpret any provision of this Agreement or to protect or establish any right or remedy of either party hereunder, the party not prevailing in such action or proceeding shall pay to the prevailing party all costs and expenses, including, without limitation, reasonable attorneys' fees and expenses, incurred  condition in this Agreement shall be valid only ifi in writing.  3    Exhibit3  therein by such prevailing party and if such prevailing parly shall recover judgment in any such action or proceeding, such costs, expenses and attorneys' fees shall be included in and as parto ofs such judgment. () The language in all parts of this Agreement shall in all cases be construed as a whole according to its fair meaning and not strictly for or against either party.. The parties acknowledge that each party and its counsel have reviewed this Agreement and participated in Its drafting and therefore that any rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not be (g) Int the event that either party is unable to perform any of its obligations under the Agreement ort to enjoy any of its benefits because of, or if loss of the product is caused by, natural disaster, actions or decrees of govemnmental bodies or communications line failures not the fault of the affected party ("Force Majeure Event"), the party who has been so affected immediately shall give notice to the other party and shall do everything possible to resume performance. Upon receipt of such notice, the Agreement shall be immediately suspended. Delays in delivery due to a Force Majeure Event shall automatically extend the delivery date(s) for the period equal to the duration of such Force Majeure Events; any warranty period affected by a Force Majeure Event shall likewise be extended for a period equal to the duration of such (h) In the event that any provision of this Agreement, or the application of any such provision to any person or set of circumstances, shall be determined to be invalid, unlawful, void or unenforceable to any extent, the remainder of this Agreement, and the application of such provision to persons or circumstances other than those as to which it is determined to be invalid, unlawful, void or unenforceable, shall not be impaired or otherwise affected and shall continue to be valid and enforceable to the fullest extent permitted  applied in the construction or interpretation of this Agreement.  Force Majeure Event.  by law. () ()  This Agreement shall be interpreted and construed under and pursuant to the laws of the Ingenuity shall have the right to prepare and distribute a news release announcing Dale  State of Alabama without regard to its rules on conflicts of laws.  County as a customer of Ingenuity. Dale County has the right to approve any related news release prior to its distribution, and Dale County agrees to cooperate with Ingenuity in providing an appropriate quotation for an approved release. Ingenuity may reference Dale County's name and use Dale County's logo in Ingenuity's sales calls and in lists of ingenuity's customers. This provision shall survive the termination of this  Agreement.  (k) This Agreement may be executed in one or more counterparts, each of which shall be IN WITNESS WHEREOF, the parties have entered into this Agreement as of the day and year first  deemed an original buta all ofwhich together shall constitute one and the same instrument.  above written. Dale County Commission Signature: By: Title:  Ingenuitv.Inc. Signature: By: Title:  - M Mark Blankenship Chairman  Rick A, Hayes President    Exhibit3  Ingenuity Statement of Work-01 Registration and Licensing  This Statement of Work ("SOW") dated August 1, 2019 references and is incorporated within the Master Agrcement ("Agreement") dated. June 1,2019 between the Dalc County Commission ("Dalc County") and Ingenuity, Inc, ("Ingenuity").  Services:  Ingenuity will customize, implement, maintain and support a Registration and Licensing Application (the "Application") for the Dale County Revenue Commissioner's Office ("Dalc Revenuc"). The Application will include functionality for processing the initial registration and registration renewals for automobiles and boats. The Application will also include integrated functionality for customers to renew their automobile and boat registrations online. Ingenuity will also maintain a website and the related functionality needed for sutomobile dealerships and/or Dale County customers to electronically: submit to Dale Revenue information and documents pertaining to the purchase of a vehicle (referred to cumulatively as "EasyTag"). All of these Services are further described in Attachment 1 - Scope To strengthen integration of credit and debit card payments with the Application, Dale County will initially utilize the services of GovtPortal, LLC ("GovtPortal") related to the processing of credit and debit card payments associated with transactions completed using the Application. The GovtPortal fces are listed in Attachment 2 - GovtPortal Application. If Dale County elects to change payment processors, which is Dale County's option throughout the term of this sOW, it will provide Ingenuity at Dalc Revenue will pay Ingenuity $28,500 per ycar (the* "Annual Fee") for cach applicable fiscal year (October Ist through September 30th). The Annual Fee will be due on October 15th ofcach year. Ingenuity and Dale County agree that at any time after September 30, 2022 Ingenuity can raise the Annual Fcc related to this SOW, but also agrce that the Annual Fce will not be increased by more than Dale Revenue will pay Ingenuity an additional fee of$10,000 (the Implementation Fce") to cover the initial services and expenses including the initial databasc conversion, system implementation, training, testing and related travel. The Implementation Fee will be due within thirty (30) days after the cxecution of this SOW. IfDale Revenue elects to use a payment processor not currently integrated with the Application and approved by Ingenuity, Dale Revenue will pay an additional one-time integration and testing fec, and additional monthly fees apply. Dalc Revenue customers who elect to utilize the 09/01/2019 - the Application will be implemented as soon as possible following all of the necessary initial services including user testing. The target date for implementation is the first business day of 09/30/2022 the End Date willl be automatically extended in one (1); year increments unless either party provides the other party written notice of termination at lcast sixty (60) days prior to the original End Ingenuity will invoice Daic County for all applicable services and fees. Dale County will pay all  Document.  least nincty (90) days written notice ofs such change.  Price:  10%i in any year.  EasyTag service will pay: an additional convenience fce directly to Ingenuity.  Start Date: End Date: Payment Schedule: Dale County  October 2019.  Date or an extended End Date as be applicable.  Ingenuityinvoicesi in accordance with the terms oft the Agreement.  Representative: Dalc County Revenuc Commissioner Dale County Commission Signature: 1Kh  Ingenuity. Inc, Signature: By: Title:  By: Title:  Mark Blankenship Chairman  Rick. A. Hayes President    Exhibit3 3  Ingenuity Statement of Work-02 Property Tax Administration  This Statement of Work ("SOW") dated August 1, 2019 references and is incorporated within the Master Agreement ("Agreement") dated. June 1,2019 between the Dalc County Commission ("Dalc County") and Ingenuity, Inc. ("Ingenuity").  Services:  Ingenuity will customize, provide, implement, maintain and support a Property Tax Administration Application (the "Application") for the Dale County Revenuc Commissioner's Office ("Dalc Revenue"). The Application willi include functionality for the mapping and appraisal ofn real property, as well as functionality for the assessment and collection ofr real and business personal property taxes and registration of manufactured homes in Dale County. Integrated online services including online payments and property information searches will also be made available by Ingenuity to Dale Revenue customers. These Services are further described in Attachment 1-5 Scope Document. To strengthen integration of credit and debit card payments with the Application, Dalc Revenue will initially utilize the services of GovtPortal, LLC ("GovtPortal") related to the processing of credit and debit card payments associated with transactions completed using the Application. The GovtPortal fces arc listed in Attachment 2- GovtPortal Application. IfDale Revenue elects to change payment processors, which is Dalc Revenue's option throughout the term of this SOW, it will provide Dale Revenue will pay Ingenuity $34,560 for the Mapping/Appraisal module and related Services and an additional $10,800 for the AssessmenlCollection module and related Services (collectively the "Annual Fees") for cach applicable year of Services following thei implementation of the Application (September 1st through August 31st based on the current schedule). The Annual Fees will be due on October 15th of cach year. Ingenuity and Dale County agrec that at any time after September 30, 2022 Ingenuity can raise the Annual Fces related to this SOW, but also agrce that thc Annual Fccs Dale Revenue will pay Ingenuity an additional fee of$143,730 (the "implementation Fcc") 10 cover the initial services and expenses including the initial database conversion, system implementation, training, testing and related travel. One-third of this fee ($47,910) will be due on October 15th of each of the first three (3): years oft this SOW (2019, 2020, and 2021). IfDale Revenue elects to use: a payment processor not currently integrated with the Application and approved by Ingenuity, Dale Revenue will pay an additional one-time integration and testing fec, and additional monthly fces may apply. Dale Revenue customers who choose to take advantage of additional online services provided byl Ingenuity may be charged additional convenience fees payable directly to Ingenuity. 8/01/2019 - the Application will be implemented as soon as possible following all of the necessary initial services including user testing. The target date for implementation is the first business day of 7/31/2022 - the End Date will be automatically extended in one (1) year increments unless either party provides the other party written notice of termination at least sixty(60) days prior to the original  Ingenuity at least ninety (90) days written notice ofs such change.  Price:  will not bei increased by more than 10% in any: year.  Start Date: End Date:  August 2019.  End Date or an extended Endl Date as bc applicable. Ingenuity invoices in accordance with the terms oft the Agrecment.  Payment Schedule: Ingenuity will invoice Dalc County for all applicable services and fees. Dale County will pay all  Dale County Representative: Dale County Commission Signature: By: Title:  Dale County Revenue Commissioner  Ingenuity, Inc, Signature: By: Title:  - Ah Mark Blankenship Chairman  Rick A. Hayes President    Exhibit3  Ingenuity  Statement of Work - 01 Attachment 1 - Scope  Document  Licensing and Registration  Application  For  Dale County  August ne 2019    Exhibit3  Dale County SOW-01 Licensing & Registration  Ingenuity  Table of Contents  OVERVIEW. APPROACH.  2.1 REQUIREMENTS. AND PLANNING PIIASE. 2.2 CUSTOMIZATION PHASE.. 2.3 IMPLIMENTATION PIIASE.. 2.4 TESINGTRAININGPIASL 2.5 PRODUCTION PHASE. 2.6 ADDITNOMALSIKVICIS, FUNCTIONAL REQUIREMENTS 3.1 INTERNAL. ONLINI: FEATURES. 3.1.1 Registration ofAulomohiles. 3.1.2 Mamfuctured. Home Registrutions. 3.1.3 Pment for Transactions 3.2 ONLINE RENEWALS..  2 4 4  6 6 6  3.3 ONLINEN NEW RICISTRATIONSTTRASEFFASC-EASY/TAG  3.4 NGENUIYINTEGRAIEPOIFLLNGANDCANDCISIONIKFION MANAGEAINF-IN29, &  3.5 KIPORINGANDOTIFK FEAIURES 3.5.1 Reporis, 3.5.2 Dala Mlaintenance, ROLES AND RESPONSIBILITIES: 4.1 DALECOUNTY. 4.2 INGENUITY CHANGE CONTROL.  0 10  Dale County and Ingenuity Proprietary  Page I    Exhibit3  Dale County SOW-01 Licensing & Registration 1 Overview  Ingenuity  This document describes the project scope related to the customization, implementation and provision of a Licensing and Registration Application (the "Application") by Ingenuity, Inc. ("Ingenuity") for the Dale County Commission and the Dale County Revenue Commissioner's Office (cumulatively referred to herein as "Dale County"), as well as Ingenuity's ongoing maintenance and support related to the Application. It also presents Ingenuity's project approach, requirements and Ingenuity will provide a License and Registration Application for Dale County with:  assumptions.  Features to allow the initial registration, registration renewals, and updating of  registrations for automobiles and manufactured homes Features to enable the registration of disability parking placards Integrated Alabama Title System (ALTS) functionality Integrated ALVerify and OIVS functionality Integrated Daily MVTrip file upload processes Integrated document scanning and e-signature capabilities  Functionality for the online registration, transfer, and renewal of automobile Functionality to capture registration and renewal-related payment information Features to print selected forms provided by Dale County, including facilitation Administrative functionality such as reporting, transaction management and  registrations  and provide relevant reports and data exports of an outsourced renewal notice process  data maintenance  The Application will take advantage of web-based technologies.  2 Approach  Ingenuity will work with Dale County In a collaborative manner to achieve the objectives of this initiative based on the requirements presented in the Functional The Ingenuity approach for customizing and implementing the Application will include  Requirements Section below. the following phases:  Requirements and Planning Dale County and Ingenuity Proprietary  Page 1    Exhibit3  Dale County SOW-01 Licensing & Registration  Ingenuity  Customization Implementation Testing/Training Production  2.1 Requirements and Planning Phase  During the Requirements and Planning Phase, Ingenuity will conduct the following  activities:  Conduct project kickoff Develop project schedule  Validate all of the requirements for the project including:  Reports Data migration Security Test data  Technical infrastructure (server/network layout, etc.)  Key deliverables of the Requirements and Planning Phase are:  Project Schedule  Infrastructure Plan that defines the infrastructure (e.g., hardware, network, host and third-party integration points) that is recommended for the Specifications that describe the process and design for using existing Dale  production environment  County data in the new Application environment  2.2 Customization Phase  Because of the differences in policies and procedures among Alabama counties, the Application must be customized for Dale County prior to implementation.  During the Customization Phase, Ingenuity will:  Develop, test, and implement a custom import routine tailored to data Research all applicable local legislation pertaining to License and Develop, test, and implement any required new functionality or modifications to the Application to comply with applicable local legislation.  made available from Dale County's legacy system.  Registration in Dale County.  Dale County and Ingenuity Proprietary  Page 2    Exhibit3  Dale County SOW-01 Licensing & Registration  Ingenuity  Load Dale County specific tax rates and fees to the Application. Applicable rates Include, but are not limlted to: Sales Tax, Use Tax, Ad Valorem Tax, Transaction Fees, Issuance Fees, Local Fees, and Copy Fees. Meet with accounting staff to discuss all monthly reports and how each Create and test all required distribution reports and supplemental reports Develop and test any local reports used by Dale County Accounting staff. Request Dale County credentials from the Alabama Department of Revenue. Set up and test communication with State of Alabama web services using Customize all generated forms with Dale County data. These forms include, but are not limited to: Motor Vehicle Receipts, Manufactured Home Receipts, Credit Card Receipts, and Renewal Notices. Customize the verbiage on the Dale County Online Renewal site to include Dale County contact information and disclosure of rates/fees. Meet with Dale County Operations to discuss employee-speclfic  fee/tax is distributed.  using Dale County specific recipient information.  these credentials.  oles/permissions in the Application. Dale County's specifications.  Develop, test, and implement any custom role/permission based on Meet with Dale County Operations to discuss License and Registration workflow. Develop, test, and implement any custom workflow based on Meet with Dale County IT to discuss IT Infrastructure. Develop, test, and implement any new interfaces required to be compatible with existing or Meet with Dale County Accounting to discuss bank reconciliation and perform a review of all applicable bank statements. Develop, test, and implement any required changes to the Application's Bank Reconciliation Because many of the items completed during the Customization Phase described above require new development or modification of existing processes to conform to Dale County specifications, special attention should be paid to these customizations during User Acceptance Testing (UAT) conducted during the  Dale County's specifications. newly procured hardware.  tools to conform to Dale County accounts.  Test/Training Phase.  Dale County and Ingenuity Proprietary  Page 3    Exhibit3  Dale County SOW-01 Licensing & Registration  Ingenuity  2.3 Implementation Phase  During the implementation Phase, Ingenuity will:  Assist Dale County with preparation of the production environment  Test data import routines tol be used  Review test plan, describing the overall testing approach and the test data Implement the Application in test mode in the production environment  2.4 Testing/Training Phase  Following completion of the implementation activities, Ingenuity will conduct formal system testing of the software. The testing will consist of the following:  Functional Testing: Functional validation testing, which includes validation of the user interface (UI) forms, will be conducted for all components of the Performance Testing: Performance testing will be conducted to demonstrate that the Application meets or exceeds reasonable performance metrics for Data Load Testing: Testing will be conducted to ensure that any of Dale County's data that is brought into the Application is successfully loaded, User Acceptance Testing (UAT) - The primary objective of UAT is for Dale County to validate that the application is working as described in the Functional Requirements. Dale County's approval of UAT will include the Concurrent with these testing activities, Ingenuity will conduct onsite classroom During the Testing Phase, Dale County will continue to use its current production  Application.  these types of applications.  formal acceptance of the Application.  training for all supervisors and clerks.  systems.  2.5 Production Phase  Upon completion of the Testing Phase, the project will move to the Production Ingenuity and Dale County will develop a production checklist that will determine the exact steps that will be taken to put the Application into production.  Phase.  Dale County and Ingenuity Proprietary  Page 4    Exhibit3  Dalc County SOW-01 Licensing & Registration 2.6 Additional Services  Ingenuity  In addition to the tasks and dellverables outlined in the five project phases above,  Ingenuity will provide the following services:  Project management  Coordination and establishment of processes to facilitate outsourcing of the  creation and mailing of renewal notices Ongoing maintenance and support  These services shall include support calls and Application maintenance, as well as periodic data updates based on new  requirements from the State of Alabama  3 Functional Requirements The Application will have four primary components:  1. An intuitive and web-based interface, providing the following features and  functionality:  Allow creation, renewal and updating of automobile and manufactured Integrated credit card processing using encrypted card swipes Access to all features and components should be controlled with a Detailed reports showing all fees and taxes collected, Including what day/user collected the fees to facilitate deposit and bank reconciliation  home registrations  permission hierarchy  2. An Administrative console, including features to: View and update transaction details Create and manage users, roles, and privileges  Run reports  Perform other miscellaneous administrative tasks necessary for the normal View and modify any registrations with incomplete assessment information. The primary use for this feature is to allow Dale County personnel to verify and correct registrations prior to renewal notice 3. The Ingenuity Online Renewal and Payment system will allow customers to renew automobile and manufactured home registrations online.  operation of the Application  generation.  Dale County and Ingenuity Proprietary  Page 5    Exhibit 3  Dalc County SOW-01 Licensing & Registration  Ingenuity  4. The Ingenuity Online Registration/Transler system ("EasyTag") that will allow Dale County residents and/or Alabama dealerships to submit relevant documents and information to facilitate new registration and registration  transfer over the Internet. 3.1 Internal Online Features  The following features will be provided for Dale County: 3.1.1 Registration of Automobiles  These activities include but are not limited to the following transaction types:  New Registration Renewal kchange/upgfade/smap Transfer Replacement Commitment to Purchase Taxes Only Title Only  3.1.2 Manufactured Home Registrations  These activities include but are not limited to the following transaction types:  New Registration Renewal Replacement Sales Tax Only Title Only  3.1.3 Payment for Transactions  Cash, check, credit, and debit card transactions will be accepted.  3.2 Online Renewals  The Ingenuity Online Renewal system allows for Dale County customers to renew  their automobile and manufactured home registrations online. Using the Online Renewal website, Dale County customers will:  Enter Renewal Information  Dale County and Ingenuity Proprietary  Page 6    Exhibit3  Dale County SOW-01 Licensing & Registration  Ingenuity  Select which registration(s) to renew  Enter Payment Information via a third-party provider utilizing SSL (Secure  Sockets Layer)  View and Print Payment Receipt  The following assumptions apply to the online renewal features:  Vehicle renewals will be authorized using either a special code provided to customers through a link included with the renewal reminder emails and on renewal postcards mailed to customers or by using the customer's driver's Any necessary certifications will be determined during the Requirements Phase and may include certifications for insurance or other conditions Dale County will provide a location for the Application production server to operate and high-speed Internet access to this server to allow for online Once a customer has completed payment for an online renewal, no further transaction processing is required by Dale County. Because the online renewal system is integrated into the Application, the registration must simply be printed and mailed to the customer with the applicable tag/decal included. The integrated Online Renewal system also contains an administrative console for Dale County personnel to manage online renewais. This console allows for the review, updating, and printing of all online renewal registration receipts. In addition to the administrative console, Ingenuity has created several reports that Dale County personnel may use to further manage and streamline the online  license number in lieu of the special code  transactions  renewal fulfiliment process.  3.3 Online New eglstratons/Transfer: "Easyrag")  The Ingenuity EasyTag system provides the capability for automobile dealerships and/or Dale County customers to electronically submit Information and documents pertaining to the purchase of a vehicle to Dale County. With the EasyTag system, Dale County personnel may complete initial vehicie registrations and registration Using EasyTag, a customer or dealership would perform the following steps: Enter a valid Alabama title application number and customer name  transfers for these customers over the Internet.  Verify automobile information (via link to ALTS)  Input/Verify driver's license, insurance, and current registration  information  Dale County and Ingenuity Proprietary  Page 7    Exhibit. 3  Dale Counly SOW-01 Licensing & Registration  Ingenuity  Provide copies of all relevant/required documentation (including: Bill of Sale, Title Application, Dealers Affidavit, Proof of Residency) Once the data has been input by the customer or dealership, Dale County can review and process the transaction using the Application's online renewal After the registration transaction has been successfully completed by Dale County,  management console. the EasyTag system will:  Provide automated feedback to the customer via text message and email top prompt the customer to pay the applicable fees and taxes Accept payment from the customer online via a third-party provider Update the Application to show that the transaction has been completed/pald and enter the transaction into a queue for Dale County to perform final fulfiliment, including mailing applicable receipts, decals,  utilizing SSL  and/or metal plate. Management - In2Q  3.4 Ingenuity Integrated Queueing and Customer Flow  With the deployment of the Ingenuity Integrated Queuing and Customer Flow Management System (In2Q), Ingenuity is capable of assisting Dale County meet the needs of its customers in an innovative and efficient way, With In2Q, Dale  County team members can:  1. Record when a customer enters the line the correct window at the appropriate time Insurance, MLI suspension status, etc. Administrative functions of In2Q include:  2. Gather information about that customer's transaction to help direct them to 3. Pre-verify information such as Driver's License number and expiration date,  Alternatively, a self-service kiosk is available for these functions Showing management and relevant team members current wait times and allow for real-time adjustments to maximize efficiency Viewing all of the data collected regarding wait times, clerk performance, and other measurable metrics via management reports to aide in identifying issues and formulate plans for corrective actions  In addition to the in-office management of In2Q, Dale County can also elect to show real-time wait times and the number of people currently in line on the Dale  Dale County and Ingenuity Proprietary  Page 8    Exhibit 3  Dale County SOW-01 Licensing & Registration  Ingenuity  County website, Dale County would utilize monitors in the lobby areas to show a  "Now Serving" queue at each location. 3.5 Reporting and Other Features  3.5.1 Reports  The following will be provided for Dale County:  Reports mandated by the Alabama Department of Revenue (ADOR) in support of registration fees, Ad Valorem and Sales taxes collected and A detailed month-end reconcilement process including creation of all mandated reports and corresponding remittance checks. Various administrative reports to assist Dale County in daily activities,  remitted, and related supporting details  as required by  ADOR/Examiners Office  including but not limited to:  End-of-Day Deposit Reports Transaction Summary Reports Online Renewal Reports User Performance Reports  End-of-Month Distribution and Remittance Reports  In addition to these reports, the Application allows for Dale County and Ingenuity to create additional local reports to facilitate internal reconciliation  processes and other administrative tasks.  3.5.2 Data Maintenance services for Dale County:  Ingenuity will provide the following maintenance functionality and support  The import of VINVAL, MLI Suspension and similar external source files Loading of any new tag types, tax rates, or other information on an as- Adminstrative-eve. capabilities for performing activities such as updates to new vehicle types, processing of'non-standard" transactions,  needed to maintain the Application  needed basis.  and adjustment to completed transactions  Dale County and Ingenulty Proprietary  Page 9    Exhibit3  Dale County SOW-01 Licensing & Registration  Ingenuity  4 Roles and Responsibilities  4.1 Dale County following assumptions:  The deliverables presented in this Project Scope Document are based on the  Dale County will be responsible for providing and implementing the production hardware and software that the base Application will run on and utilize, as well as the workstation computers, scanners and printers. Dale County will be responsible for the maintenance and upkeep of the network, switches, routers, and other communications equipment. Itis recommended that Dale County have a network audit performed prior to implementation to identify any equipment in need of replacement or repair. Dale County will work with Ingenuity to deploy the recommended Dale County will identify and provide Subject Matter Expert (SME), application users, and the required documentation as necessary during the Dale County will provide a representative responsible for coordinating Dale County will be responsible for providing test data for the application on Dale County will be responsible for PCI Compliance related to credit card payments. Ingenuity and GovtPortal will assist Dale County in the preparation of responses to any Compllance Sell-Assessment Questionnaires and will provide any quarterly server scans required by the Related to the Application implementation, Dale County will provide all information (including record layouts and data dictionary information regarding database records and Indicator values) needed by Ingenuity from Dale County's current application(s) in a format to be defined by Ingenuity. Dale County will provide resolution to Ingenuity-initiated project issues Dale County and Ingenuity will publish a joint press release about the new system and will encourage the media to publicize the new online services and encourage citizens to sign up for email reminders via the County  production environment configuration.  project.  resources and support for this project.  a timely basis.  ongoing compliance verification process.  within three (3) business days of receipt.  website or by emailing the license office.  Dale County and Ingenuity Proprietary  Page 10    Exhibit3  Dale County SOW-01 Licensing & Registration  Ingenuity  Dale County and Ingenuity will promote the use of online services using notifications on the online renewal web site as well as the motor vehicle receipts and renewal notices if applicable. Other mutually agreed up methods of advertisement and/or promotion of online services may also be Dale County will provide any Ingenuity personnel working onsite in Dale County with the necessary work facilities, tools, workspace, work materials, print facilities and any special software, hardware and system access to perform tasks assoclated with the project. These requirements will include the equipment and facilities needed to perform the onsite classroom training Any changes to the requirements detailed in this proposal will be addressed  used,  sessions.  through a formal change control process.  4.2 Ingenuity  Ingenuity will be responsible for the overall project management and Ingenuity will host the Application which Dale County will access using a Ingenuity will host the online renewal site and will maintain the server used Ingenuity will conduct testing of the application using a combination of Microsoft Internet Explorer and Microsoft Windows (currently IE 11.0).  implementation of the Application. Saas (Software As a Service) model  for online renewals at no additional cost to Dale County,  5 Change Control  Due to the importance of completing this project in an effective and efficient manner, Ingenuity and Dale County agree that it is critical that the entire effort be closely managed. Therefore, the following change procedures will be followed in regards to any change control issue that arises during this project: The Dale County Representative will submit to Ingenuity a written description of any Dale County desired change to the project's scope, effort Ingenuity will respond to any Dale County change request within three (3) business days with a written response that explains the effect of the  or schedule.  requested change.  Dale County and Ingenulty Proprietary  Page 11    Exhibit3  Ingenuity  Statement of Work = 02 Attachment 1 - Scope  Document  Property Tax Administration  For  Dale County  Aygust Ie 2019    Exhibit3  Dalc County SOW-02 Property Tax Administration  Ingenuity  Table of Contents  OVERVIEW. 2 APPROACH.  2.1 RFQUIREMENTS. ANDI PLANNING PIlAsL.. 2.2 CUSIOMIZAHON PIIASE.. 2.3 IMPIIMENTATION PIIASE.. 2.4 ITSTING/TRAINING PHASE. 2.5 PRODUCTION PHASE. 2.6 ADDITIONAL SERVICES. UNCTOMALREQURENENTS 3.1 INTERNAI. ONLINEFHATURES. 3.1.1 Properry: Tar Management. 3.1.2 Mumfactured Home Registrations. 3.1.3 Payment for Transactions. 3.2 ONLINEPAYMENIS. 3.3 REPORIING, AND OTHIER FEATURIS. 3.3.1 Repuris. 3.3.2 Duta Muintennce. 4 ROLES. AND RESPONSIBILITIES, 4.1 DALECOUNTY.. 4.2 INGENUITY CHANGE CONTROL.  Dale County and Ingenuity Proprietary  Page i    Exhibit. 3  Dale County SOW-02 Property Tax Administration 1 € Overview  Ingenuity  This document describes the project scope related to the customization, implementation and provision of a Property Tax Management Application (the "Application") by Ingenuity, Inc. ("Ingenuity") for the Dale County Commission and the Dale County Revenue Commissioner's Office (cumulatively referred to herein as "Dale County"), as well as Ingenuity's ongoing maintenance and support related to the Application. It also presents Ingenuity's project approach, requirements and Ingenuity will provide a Property Tax Administration Application for Dale County with: Features to manage information relating to real and personal property in Dale County utilizing Computer Assisted Mass Appraisal ("CAMA") for purposes of the equitable assessment, taxation and collection of real and personal property tax according to the laws and rules of the State of Alabama and Dale County Features to allow the initial registration and registration renewals for  assumptions.  manufactured homes  Integrated document scanning and e-signature capabilities Functionality for the online querying and payment of property taxes, business personal property taxes, and manufactured home registrations Features to print selected forms provided by Dale County, including facilitation Administrative functionality such as reporting, transaction management and  of an outsourced payment notice process  data maintenance  The Application will take advantage of web-based technologies.  2 Approach  Ingenuity will work with Dale County In a collaborative manner to achieve the objectives of the Property Tax Management Application Initiative based on the requirements presented in the Functional Requirements Section below. The Ingenuity approach for customizing and implementing the Application will include  the following phases:  Requirements and Planning Customization Implementation  Dale County and Ingenulty Proprietary  Page 1    Exhibit3  Dale County SOW-02 Properly Tax Administration  Ingenuity  Testing/Training Production  2.1 Requirements and Planning Phase  During the Requirements and Planning Phase, Ingenuity will conduct the following  activities:  Conduct project kickoff Develop project schedule  Validate all of the requirements for the project including:  Reports Data migration Security Test data  Technical infrastructure server/network layout, etc.)  Key deliverables of the Requirements and Planning Phase are:  Project Schedule  Infrastructure Plan that defines the infrastructure (e.g., hardware, network, host and third-party integration points) that is recommended for the Specifications that describe the process and design for using existing Dale  production environment  County data in the new Application environment  2.2 Customization Phase  Because of the differences in policies and procedures pertaining to Property Tax Administration among Alabama counties, the Application must be customized for Dale County prior to implementation. During the Customization Phase, Ingenuity Develop, test, and implement a custom import routine tailored to data Develop, test, and Implement any required new functionality or modifications to the Application to comply with applicable local legislation. Load Dale County specific tax rates and fees to the Application. Applicable rates include, but are not limited to: Ad Valorem Tax, Transaction Fees,  will:  made avallable from Dale County's legacy system.  Issuance Fees, Local Fees, and Copy Fees.  Dale County and Ingenuity Proprietary  Page 2    Exhibit3  Dale County SOW-02 Property Tax Administration  Ingenuity  Meet with accounting staff to discuss all monthly reports and how each Create and test all required distribution reports and supplemental reports Develop and test any local reports used by Dale County accounting staff. Customize all generated forms with Dale County data. These forms include, but are not limited to: Property Record Cards, Manufactured Home Receipts, Credit Card Receipts, and Payment Due Notices. Customize the verbiage on the Dale County Online Renewal site to include Dale County contact information and disclosure of rates/fees. Meet with Dale County Operations to discuss employee-specific roles/permissions in the Application. Develop, test, and implement any custom role/permission based on Dale County's specifications. Meet with Dale County Operations to discuss current workflow. Develop, test, and implement any custom workflow based on Dale County's Meet with Dale County IT to discuss IT Infrastructure. Develop, test, and implement any new interfaces required to be compatible with existing or Meet with Dale County accounting staff to discuss Bank Reconciliation and perform a review oF all applicable bank statements. Develop, test, and implement any required changes to the Application's Bank Reconciliation Because many of the items completed during the Customization Phase described above require new development or modification of existing processes to conform to Dale County specifications, special attention should be paid to these customizations during User Acceptance Testing (UAT) of each module conducted  fee/tax is distributed.  using Dale County specific recipient information.  specifications.  newly-procured hardware.  tools to conform to Dale County accounts,  during the Test/Training Phase. 2.3 Implementation Phase  During the Implementation Phase, Ingenuity will:  Assist Dale County with preparation of the production environment  Test data import routines to be used  Review test plan, describing the overall testing approach and the test data Implement the module in test mode in the production environment  Dale County and Ingenulty Proprietary  Page 3    Exhibit. 3  Dale County SOW-02 Property Tax Administration 2.4 Testing/Training Phase  Ingenuity  Following completion of the implementation activities, Ingenuity will conduct formal system testing of the software. The testing will consist of the following:  Functional Testing: Functional validation testing, which includes validation of the user interface (UI) forms, will be conducted for all components of the Performance Testing: Performance testing will be conducted to demonstrate that the module being tested meets or exceeds reasonable performance Data Load Testing: Testing will be conducted to ensure that any of Dale County's data that is brought into the module being tested is successfully User Acceptance Testing (UAT) - The primary objective of UAT is for Dale County to validate that the module being tested is working as described in the Functional Requirements. Dale County's approval of UAT for each module will include the formal acceptance of that module of the Application. Concurrent with these testing activities, Ingenuity will conduct onsite classroom During the Testing/Training Phase, Dale County will continue to use Its current  module being tested,  metrics for these types of applications.  loaded.  training for all supervisors and clerks.  production systems. 2.5 Production Phase Production Phase.  Upon completion of the Testing/Training Phase, the Application will move to the Ingenuity and Dale County will develop a production checklist that will determine the exact steps that will be taken to put the Application into production.  2.6 Additional Services  In addition to the tasks and deliverables outlined in the five project phases above,  Ingenuity will provide the following services:  Project management  Coordination and establishment of processes to facilitate outsourcing of the  creation and mailing of payment notices Ongoing maintenance and support  Dale County and Ingenulty Proprletary  Page 4    Exhibit3  Dale County SOW-02 Properly Tax Administration  Ingenuity  These services shall include support calls and Application maintenance, as well as periodic data updates based on new  requirements from the State of Alabama  3 Functional Requirements The Application will have three primary components:  1. An intuitive and web-based interface, providing features for Dale County to:  Allow creation and updating of parcel records  Allow creation and updating of business personal property records Allow creation, renewal and updating of manufactured home registrations  Supply error reporting and search capabilities 2. An Administrative console, including features to: View and update transaction detalls Create and manage users, roles, and privileges  Run reports  Perform other miscellaneous administrative tasks necessary for the normai 3. The Ingenuity Online Payment system which allows customers to view and pay property taxes due and renew manufactured home registrations via  operation of the Application  Ingenuity's integrated solution. 3.1 Internal Online Features  The following features will be provided for Dale County: 3.1.1 Property Tax Management  Creation and modification of parcel records based on legal instruments provided by Probate Court or information from taxpayers Management of all assessment-related information for each parce! and Import/Export nformation to/from Dale County's current GIS provider Import/Export information to/from Apex Sketching Software (current Provide ability for Dale County personnel to manage tables for use in data-driven calculations. These tables include (but are not limited to):  land record in the county  version 6.0)  Dale County and Ingenuity Proprietary  Page 5    Exhibit3  Dale County SOW-02 Property Tax Administration  Ingenuity  tax rates, depth factor charts, current use schedules, land value View/Compare property tax records from multiple years, including abllity to perform "What If" analysis for future years and changes Mass-Update values for land, improvement, and parcel records based on varlables such as: negnporhoo/valuation zone, land use, building class, improvement type, lot size or area, or frontage. Provide tools for the appraisal of land using any of the three approaches to value as defined by the. Alabama Department of Revenue. Capture sales data from user input and use this data to assist in the Manage inventory for business personal property and perform the appraisal of this property based on the rules and regulations contained int the Alabama Business Personal Property Appraisal Manual interface with the OPPAL system for business personal property Meet all minimum specifications for property tax software as outlined in Addendum E of the Alabama Department of Revenue's "Property Tax  schedules, and Improvement construction units.  preparation of the Dale County Sales Study  renditions submitted online  Plan for Equalization" (revised March, 2014)  3.1.2 Manufactured Home Registrations  These activities include but are not limited to the following transaction types:  New Registration Renewal Replacement Sales Tax Only Title Only  3.1.3 Payment for Transactions  Cash, check, credit, and debit card transactions will be accepted.  3.2 Online Payments  The Ingenuity Online Payment system allows for Dale County customers to pay property tax or renew thelr manufactured home registrations online. Using the Online Renewal website, Dale County customers will: Enter ropery/Manulactured Home Information  Dale County and Ingenuity Proprietary  Page 6    Exhibit3  Dalc County SOW- -02 Property Tax Administration  Ingenuity  Select which registration(s) to renew or tax bills to pay  Enter Payment Information via a third-party provider utilizing SSL (Secure  Sockets Layer)  View and Print Payment Receipt  The following assumptions apply to the online renewal features:  Renewal/Payments will be authorized using either a special code provided to customers through a link included with the reminder emails and on For manufactured home renewals, customers may also use their driver's Dale County will provide a location for the Application production server to operate and high-speed Internet access to this server to allow for online Once a customer has completed payment for an online transaction, no further transaction processing is required by Dale County. Because the online payment system is integrated Into the Application, the registration or receipt must simply be printed and mailed to the customer with the applicable decal included. The integrated Online Payment system also contains an administrative console for Dale County personnel to manage online transactions. This console allows for the review, updating, and printing of all online transaction receipts. In addition to the administrative console, Ingenulty has created several reports that Dale County personnel may use to further manage and streamline the online transaction  notice postcards mailed to customers license number in lieu of the special code  transactions  fulfillment process.  3.3 Reporting and Other Features  3.3.1 Reports  The following will be provided for Dale County:  Reports mandated by the Alabama Department of Revenue (ADOR) in support of fees and taxes collected and remitted, and related supporting Various administrative reports to assist Dale County in daily activities,  details as required by ADOR/Examiners Office  including but not limited to:  End-of-Day Deposit Reports Transaction Summary Reports Online Renewal Reports  Dale County and Ingenuity Proprietary  Page 7    Exhibit3  Dale County SOW-02 Property Tax Administration  Ingenuity  End-of-Month Distribution, Cashbook, and Remittance Reports  User Performance Reports  In addition to these reports, the Application allows for Dale County and Ingenuity to create additional local reports to facilitate internal reconciliation  processes and other administrative tasks.  3.3.2 Data Maintenance services for Dale County:  Ingenulty will provide the following maintenance functionality and support The import of external source files needed to maintain the Application Loading of any new tax rates or other information on an as-needed creation/Management of all remittance reports to support tax/fee  basis. distributions  4 Roles and Responsibiities  4.1 Dale County  The deliverables presented in this Project Scope Document are based on the  following assumptions:  Dale County will be responsible for providing and implementing the production hardware and software that the base Application will run on and utilize, as well as the work station computers, scanners and printers. Dale County will also be responsible for the maintenance and support of this For online transactions, the external server must have a live connection Dale County will work with Ingenuity to deploy the recommended Dale County will identify and provide Subject Matter Expert (SME), application users, and the required documentation as necessary during the Dale County will provide a representative responsible for coordinating Dale County will be responsible for providing test data for the application on  hardware and software including any related expenses.  back to the production server. production environment configuration.  project.  resources and support for this project.  at timely basis.  Dale County and ingenuity Proprietary  Page 8    Exhibit. 3  Dale County SOW-02 Property Tax Administration  Ingenuity  Dale County will be responsible for PCI Compliance related to credit card payments. Ingenuity and GovtPortal will assist Dale County in the preparation of responses to any Compllance Sell-Assessment Questionnaires and will provide any quarterly server scans required by the Related to the Application implementation, Dale County will provide all information (including record layouts and data dictionary information regarding database records and indicator values) needed by Ingenuity from Dale County's current application(s) in a format to be defined by Ingenuity. Provide to Ingenuity all applicable local legislation pertaining to property tax Dale County will provide resolution to Ingenuity-initiated project issues Dale County and Ingenuity will publish a joint press release about the new system and will encourage the media to publicize the new online services and encourage citizens to sign up for email reminders via the County Dale County and Ingenuity will promote the use of online services using notifications on the online renewal web site. Other mutually agreed up methods of advertisement and/or promotion of online services may also be Dale County will provide any Ingenuity personnel working onsite in Dale County with the necessary work facilities, tools, workspace, work materials, print facilities and any special software, hardware and system access to perform tasks associated with the project. These requirements will include the equipment and facilities needed to perform the onsite classroom tralning Any changes to the requirements detailed in this proposal will be addressed  ongoing compliance verification process.  administration in Dale County.  within three (3) business days of receipt.  website or by emailing the license office.  used.  sessions.  through a formal change control process.  4.2 Ingenuity  Ingenuity will be responsible for the overall project management and Ingenuity will assist Dale County in its selection and implementation of the appropriate server hardware and software that the base Application will  implementation of the Application.  utilize.  Dale County and Ingenuity Proprietary  Page 9    Exhibit3  Dale County SOW-02 Property Tax Administration  Ingenuity  Ingenuity will host the online payment site and will maintain the server used Ingenuity will conduct testing of the application using a combination of Microsoft Internet Explorer and Microsoft Windows (currently IE 11.0).  for online payments at no additional cost to Dale County.  5 Change Control  Due to the importance of completing this project in an effective and efficient manner, Ingenuity and Dale County agree that it is critical that the entire effort be closely managed. Therefore, the following change procedures will be followed in regard to any change control issue that arises during this project: The Dale County Representative will submit to Ingenuity a written description of any Dale County desired change to the project's scope, effort Ingenuity will respond to any Dale County change request within three (3) business days with a written response that explains the effect of the  or schedule.  requested change.  Dale County and Ingenuity Proprietary  Page 10