Master Software Subscription and Services Agreement - US | Catalis

Last Updated: August 12, 2024

Master Software Subscription and Services Agreement

Software as a Service (SaaS)

This Master Software Subscription Services Agreement (the “Agreement”) is made between Catalis (“Catalis”, “We”) and the Customer (“Customer” or “You” or “Your”). This Agreement governs the Terms and Conditions by which You desire to acquire Catalis’ performance of Services (the “Services” or “Service”) as set forth in the Order Form (“Order Form”), this Agreement, the Service Level Agreement And Support Terms (“SLA”) and Schedules, as applicable, of this Agreement (the “Schedules.”) Any Service not identified in the Order Forms will require a new agreement or order form between You and Catalis detailing additional requested Services. Capitalized terms have the definitions set forth in this Agreement. The “Effective Date” of this Agreement is the date on the Order Form unless the Order Form specifies a different Effective Date. Customer and Catalis may each be referred to individually as a “Party” and together as the “Parties.”

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1. Definitions

• ​Confidential Information: All information disclosed by a party (“Discloser”) to the other party (“Recipient”), whether orally, in writing, electronic, or otherwise that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Customer Confidential Information includes Customer Data; Catalis Confidential Information includes the Software and associated Services; and Confidential Information of each Party includes the terms and conditions of this Agreement and all schedules (including pricing) in an Order Form, as well as business and marketing plans, technology and technical information, product plans and designs, and business processes disclosed by such party. However, Confidential Information does not include any information that (i) is or becomes generally known to the public without breach of any obligation owed to Discloser, (ii) was known to Recipient prior to its disclosure by Discloser without breach of any obligation owed to Discloser, (iii) is received from a third party without breach of any obligation owed to Discloser, or (iv) was independently developed by Recipient.
• ​Customer Data: All data of Customer, whether proprietary or non-proprietary to Customer, provided to Catalis by Customer for the purpose of providing Services.
• ​Customer Materials: All materials supplied by Customer in connection with this Agreement.
• ​Deliverables: Those components, milestones, and/or materials, including, without limitation, the Software, documentation, maintenance modifications, and enhancements to be completed by one Party and delivered or otherwise provided to the other Party in accordance with the terms of this Agreement. Deliverables can mean either Deliverables required from Catalis (“Catalis Deliverables”) or Deliverables required from Customer (“Customer Deliverables”). Catalis Deliverables shall include, without limitation, all items described in the Order Form.
• ​Documentation: The written description of the functions and use of the Software.
• ​Error: (i) any error or defect resulting from an incorrect functioning of Software caused by the Software’s failure to meet a Functional Specification; or (ii) any error or defect resulting from an incorrect or incomplete statement in Documentation caused by the failure of the Software and/or the documentation to meet a Functional Specification.
• ​Functional Specifications: The functions and/or criteria for the Software described as Documentation related to the Software or as described in an Order Form.
• ​Intellectual Property: All interests of any kind including: (i) trade secrets, (ii) copyrights, (iii) derivatives, (iv) documentation, (v) patents, (vi) the Software, (vii) technical information, (viii) technology, and (ix) any and all proprietary rights relating to any of the foregoing.
• ​New Product: Any change or addition to Software, Services and/or related Documentation that: (i) has a value or utility separate or different from the use of the Software, Services, and Documentation; (ii) may be priced and offered separately from the Software, Services, and Documentation; and (iii) is not made available to Catalis’ customers generally without separate charge. In the event of any disagreement between the Parties with respect to whether a change or addition constitutes a New Product, the good faith determination of such issue by Catalis shall be final, binding, and conclusive.
• ​Statement of Work (“SOW”): The Schedule, Exhibits, or Addenda to this Agreement or an Order Form that provide the written description and specifications for the services to be provided by Catalis to Customer, including the Deliverables and milestone, delivery, and acceptance schedules.
• ​Software: The Catalis software supplied by Catalis pursuant to this Agreement as described in an Order Form or SOW. The term “Software” does not include New Products except to the extent added to the Software by separate agreement of the Parties and the payment to Catalis of the additional fees and under additional terms and conditions, if required by Catalis.
• ​Software Acceptance Date: The date of acceptance of the Catalis Deliverables by Customer as described in this Agreement or the date that Customer uses the Software in a live environment, whichever is sooner.
• ​Taxes: All federal, state, local, or foreign income, gross receipts, license, payroll, employment, excise, severance, stamp, occupation, premium, windfall profits, environmental, customs duties, capital stock, franchise, profits, withholding, social security (or similar taxes), unemployment, disability, real property, personal property, sales, use, transfer, registration, value added, alternative or add-on minimum, estimated, or other taxes of any kind, including without limitation any interest, penalty, or additions, whether or not disputed.
• ​Test Validation Criteria: The acceptance criteria for the Catalis Deliverables pursuant to the normal implementation methodology applied by Catalis, or as agreed by the Parties in the Statement of Work.
• ​Warranty Period: The thirty (30) calendar day period commencing on the installation of the Software.

2. Subscription License

2.1. License

Catalis grants the Customer a license to access and use the Catalis Software and Catalis Deliverables described in the SOW, Order Form, or this Agreement during the Term of this Agreement and in accordance with the terms and conditions of this Agreement. As part of the subscription by Customer, Catalis will perform the Services described in the SOW and this Agreement.

2.2. Scope of License Limited

The right of Customer to use the Software and associated documentation is for Customer’s internal use only and limited to the field of use described in the SOW, this Agreement, or an Order Form. No title or ownership in the Software or documentation is transferred to Customer. Customer shall not copy or in any way duplicate the Software, except for necessary backup and archival procedures approved by Catalis in advance and in writing. Only Customer’s employees and necessary contractors acting in the proper scope of their services to Customer may access or use the Software or documentation. Customer shall not adapt, modify, reverse engineer, decompile, or disassemble, in whole or in part, any of the Software and/or any documentation.

2.3. Additional Services

Customer may subscribe to additional Services in a subsequent Order Form which shall also be subject to the terms of this Agreement.

2.4. Restrictions

Customer shall not remove, edit, alter, abridge or otherwise change in any manner any Catalis Intellectual Property notices. Customer may not, and may not permit others to reverse engineer, decompile, decode, decrypt, disassemble, or in any way derive source code from, the software or Service; modify, translate, adapt, alter, or create derivative works from the Service; copy (other than one back-up copy), distribute, publicly display, transmit, sell, rent, lease or otherwise exploit the Service; or distribute, sublicense, rent, lease, loan or grant any third party access to or use of the Service to any third party.

2.5. Installation at Customer’s Location or Designated Data Center

The Services will be hosted at and operated from a third-party data center. The data center will meet industry standard certifications or processes for data security.

3. Fees, Installation Charges, and Taxes

3.1. Subscription Fees

The Subscription Fees for the Services are set forth on the Order Form. Subsequent orders shall be at the fees in effect at the time of receipt by Catalis of any subsequent Order Form which identifies additional software to be included under this Agreement. Catalis will give notice to Customer of any fee increases for a renewal term after the Initial Term as defined below.

3.2. Expenses

As required by this Agreement, Customer will reimburse Catalis at the then prevailing fees, plus any travel expenses required, including reasonable mileage, airfare, meals, lodging, and similar expenses for the performance of this Agreement. Meals will be billed at the applicable GSA per diem rate.

3.3. Taxes

Customer is additionally liable for any applicable federal, state, or local Taxes (exclusive of income or gross receipts Taxes properly payable by Catalis) and other fees or assessments incurred as a result of the use of the Software by Customer. If Customer is a duly incorporated entity which is exempt from taxation, Customer shall not be liable for taxes payable by Catalis for the Services.

3.4. Currency

All Fees listed shall be interpreted as being in United States dollars (USD), unless otherwise stated.

4. Delivery and Acceptance

4.1. Delivery, Testing and Installation

Each Party shall timely perform delivery of its required Deliverables in accordance with the Statement of Work, including any specified delivery schedule set forth therein. Testing of Catalis Deliverables shall be completed by Customer in accordance with the Test Validation Criteria within fifteen (15) calendar days following initial delivery to Customer. Within thirty (30) calendar days following completion of testing of the Catalis Deliverables, Catalis shall install the Catalis Deliverables at the hosting facility for acceptance testing.

4.2. Acceptance

Within ten (10) calendar days following completion of User Acceptance Test (UAT), Customer shall either: (i) accept the Catalis Deliverables in writing; or (ii) reject the Catalis Deliverables and provide Catalis with a statement of Errors resulting in operation not in conformance with the Test Validation Criteria. Catalis will correct any Error and redeliver the Catalis Deliverables to Customer within thirty (30) calendar days following receipt of the statement of Errors. Customer shall, within ten (10) calendar days following such redelivery, accept or reject the redelivered Catalis Deliverables in accordance with the procedures set forth herein. Failure by Customer to provide a statement of acceptance or statement of Errors within either of the ten (10) calendar day periods specified herein shall be deemed to be acceptance by Customer of the Catalis Deliverables.

5. Payment

5.1. Fees for Initial and Renewal Subscription Services

Payment of Software subscription fees, installation fees, and other fees on the Order Form will be made as provided in the Order Form. All Fees will be billed annually in advance and are due thirty (30) calendar days after the date of the invoice. Unless Catalis provides advance notice of a different price increase for Services, the pricing during any renewal term will increase above the applicable pricing in the prior term by the greater of six percent (6%) or the increase in the CPI for the prior calendar year, or as stated in the Order Form. “CPI” means the Consumer Price Index for all Urban Consumers (All Items U.S. City Average 1982–84 equals 100), published by the Bureau of Labor Statistics, United States Department of Labor, Bureau of Labor Statistics.

5.2. Fees for Subsequent Software Subscription

Payment of subscription fees, installation fees, and other fees to Catalis will be as specified on any subsequent Order Form as agreed to by the Customer.

5.3. Ancillary Charges and Out of Pocket Expenses

All additional or ancillary charges (e.g., additional training charges) and all out of pocket expenses of Catalis (e.g., travel expenses) which are payable by Customer hereunder shall be due and payable within thirty (30) calendar days following invoice by Catalis.

5.4. Failure of Payment

In the event payment is not made as specified in this Agreement, Customer shall pay interest at the rate of one and one-half percent (1.5%) per month (or the highest applicable legal rate, whichever is lower) on the outstanding overdue balance for each month that such sum is overdue; provided, however, that if Customer is a governmental agency or authority subject to a “Prompt Payment” or similar statutory requirement for the transaction contemplated in this Agreement, such statutory requirement shall control to the extent the same is inconsistent with the requirements of this section 5.4.

6. Warranty, Exclusions, and Disclaimer

6.1. Services Warranty

Catalis warrants that the Services shall conform to the Functional Specifications and will be free of Errors during the Warranty Period. Catalis’ sole obligation and responsibility to Customer under the foregoing warranty is to remedy, at no cost to Customer, any such Error reported to Catalis during the Warranty Period.

6.2. Warranty Exclusions

The foregoing warranties do not apply to any (i) damage arising from any cause beyond Catalis’ reasonable control, including improper operation or use or misuse of Software by Customer, (ii) Errors caused by software or hardware not supplied by Catalis, or (iii) problems due to Customer’s operating environment, including, without limitation, temperature, humidity, dust, or static charge. EXCEPT FOR THE EXPRESS WARRANTIES STATED IN THIS SECTION 6 OF THIS AGREEMENT, CATALIS DISCLAIMS AND CUSTOMER WAIVES ALL WARRANTIES ON THE SOFTWARE AND SERVICES FURNISHED UNDER THIS AGREEMENT INCLUDING, WITHOUT LIMITATION, ALL IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. CATALIS LICENSES THE SOFTWARE “AS IS” AND “WITH ALL FAULTS.”

7. Functional Specifications

Customer understands that Functional Specifications shall be defined in accordance with Catalis standard applications and that any application and/or communication and/or functions not currently supported by Catalis or included in this Order Form shall be considered “customized” and, as such, may incur additional costs and delivery schedules beyond those stated and agreed to by Catalis.

8. Training

Catalis shall provide training in the operation and maintenance of the Services. The number of training days is described in the Order Form. Customer may request additional training time and/or additional personnel to be trained, provided that any such additional training shall be chargeable to Customer at Catalis’ then current fee for the requested training, plus reasonable travel expenses if such training occurs anywhere other than Catalis’ facilities.

9. Restrictions Upon Disclosure of Confidential Information

9.1. Protection

Recipient shall use commercially reasonable care, but in no event less than the same degree of care it uses to protect its own most confidential and proprietary information, to prevent the unauthorized use, disclosure, publication, or dissemination of Discloser’s Confidential Information. Recipient shall provide Discloser’s Confidential Information to its employees and necessary contractors only on a “need to know” basis, and always subject to the terms of this Agreement. Recipient agrees to accept and use Discloser’s Confidential Information solely in connection with Recipient’s participation in, and solely with respect to, this Agreement and as otherwise required by law. Recipient shall inform its employees and necessary contractors of these confidentiality obligations and shall take such steps as may be reasonably requested by Discloser to prevent unauthorized disclosure, copying, or use of Discloser’s Confidential Information. Recipient acknowledges that, in the event of a breach by Recipient of its obligations under this section 9, in addition to any other right or remedy available to Discloser, at law or in equity, Discloser will suffer irreparable injury, and shall be entitled to preliminary and final injunctive relief (without bond except as otherwise required by applicable law) in order to prevent any further, or other, breach or any unauthorized use of Discloser’s Confidential Information. Recipient shall promptly notify Discloser upon discovery of any prohibited use or disclosure of any of Discloser’s Confidential Information or any other breach of these confidentiality requirements (including by any third parties) and shall fully cooperate with Discloser to assist Discloser in regaining possession of its Confidential Information and to prevent further unauthorized use or disclosure of the same.

9.2. Limited Disclosure

Recipient may disclose Confidential Information of Discloser if and to the extent required by any judicial or administrative governmental request, including a request under the Freedom of Information Act; requirement; or order, provided that Recipient shall take reasonable steps to provide Discloser sufficient prior notice in order to enable Discloser to contest such request, requirement, or order. Recipient shall, except as otherwise expressly provided by the terms of this Agreement, return all tangible Discloser Confidential Information, including, without limitation, all computer programs, documentation, notes, plans, drawings, and copies thereof, to Discloser promptly upon Discloser’s request to the extent permitted by law.

9.3. Ownership

All Discloser Confidential Information, including, without limitation, any and all adaptations, enhancements, improvements, modifications, revisions, or translations thereof created by Discloser or Recipient, shall be and remain the property of Discloser, and no license or other rights to such Confidential Information is granted or implied hereby. Except as otherwise expressly provided in this Agreement, all Discloser Confidential Information is provided “AS IS” and without any warranty, express, implied, or otherwise, regarding its accuracy or performance.

10. Intellectual Property Indemnity

10.1. Indemnification of Intellectual Property Infringement Claims

In the event of any actual or threatened claims by a third party that the Catalis Deliverables infringe upon any Intellectual Property of such third party, Catalis will indemnify Customer with respect to such claims. Customer shall immediately notify Catalis of any such claim. The foregoing indemnity shall be ineffective if any of the Deliverables have been modified, altered, or otherwise changed by Customer (or on behalf of Customer by any person other than Catalis). Catalis will have no liability or obligation under this section 10 if any claim of infringement is based upon: (i) the combination, operation, or use of the Software or Services with any component other than Catalis Intellectual Property, if such claim would have been avoided but for such combination, operation, or use; and/or, (ii) any derivative of any Catalis Intellectual Property created by any person other than Catalis. Catalis shall have sole control over the selection of counsel and the defense and settlement of any legal proceeding or other claim and Customer shall provide Catalis with all reasonable assistance in the defense of the same.

10.2. Indemnification by Customer

To the extent permitted by law, Customer will defend, indemnify, and hold Catalis harmless against any claim, demand, suit or proceeding made or brought against Catalis by a third party alleging that any Customer Data infringes or misappropriates such third party’s intellectual property rights, or arising from Customer’s use of the Software, services, and/or content in violation of this Agreement, Order Form, or applicable law (each a “Claim Against Catalis”). Customer will indemnify Catalis from any damages, attorney fees, and costs finally awarded against Catalis as a result of, or for any amounts paid by Catalis under a settlement approved by Customer in writing of, a Claim Against Catalis, provided Catalis (i) promptly gives Customer written notice of the Claim Against Catalis, (ii) gives Customer sole control of the defense and settlement of the Claim Against Catalis (except that Customer may not settle any Claim Against Catalis unless it unconditionally releases Catalis of all liability), and (iii) gives Customer all reasonable assistance, at Customer’s expense.

10.3. Remedy

In the event of a third party claim that the Catalis Deliverables infringe the intellectual property rights of a third party, Catalis shall have the right, as Customer’s sole and exclusive remedy against Catalis, at Catalis’ sole election, to: (i) modify the allegedly infringing Catalis Deliverables to be non-infringing, provided that such modification does not adversely impact the functionality of the Software in any material respect; (ii) obtain a license or other rights to enable Customer to continue to use the applicable Software as contemplated in this Agreement, or (iii) to terminate this Agreement and return to Customer any unearned fees paid by Customer to Catalis.

11. Rights in Software, Data and Materials

11.1. Catalis Ownership

As between Catalis and Customer, Catalis shall be the sole owner of all right, title, and interest in and to the Software, Services, all Catalis Deliverables, documentation, any suggestion, enhancement request, recommendation, correction or other feedback provided by Customer, and any and all copies or derivatives created by either Party, exclusive only of the Customer Materials. Customer hereby irrevocably grants, transfers, and assigns to Catalis, without reservation, all worldwide ownership rights, title, and interest, including, without limitation, any and all Intellectual Property which Customer may have or acquire, by operation of law or otherwise, in and to any or all of the Software, the Catalis Deliverables, documentation, and in and to any other Intellectual Property of Catalis, along with the good will of the business appurtenant to the use of any of the same. Customer further hereby irrevocably transfers and assigns to Catalis any and all moral rights Customer may have in and to such Software, the Catalis Deliverables, documentation, and in and to any other Intellectual Property of Catalis, and hereby forever waives and agrees never to assert any moral rights it may have during or after termination or expiration of this Agreement. Customer shall, at the request of Catalis, execute any and all documentation necessary to formally transfer such rights to Catalis. Customer shall promptly notify Catalis in writing if it becomes aware of any violation, infringement, or unfair competition related to the Catalis Intellectual Property. Customer agrees to allow Catalis full access to all relevant hardware, software, and material to determine compliance.

11.2. Customer Ownership

As between Catalis and Customer, Customer shall be the sole owner of all right, title, and interest in and to all Customer Materials. Catalis hereby irrevocably grants, transfers, and assigns to Customer, without reservation, all worldwide ownership rights, title, and interest, including, without limitation, any and all Intellectual Property rights, which Catalis may have or acquire, by operation of law or otherwise, in and to any or all of the Customer Materials. Catalis further hereby irrevocably transfers and assigns to Customer any and all moral rights Catalis may have in such Customer Materials, and hereby forever waives and agrees never to assert any moral rights it may have or obtain, during or subsequent to the termination or expiration of this Agreement. Catalis shall, at the request of Customer, execute any and all documentation necessary to formally transfer such rights to Customer.

11.3. Data Security and Processing

Catalis will maintain administrative, physical, and technical safeguards designed to protect the security and privacy of Customer data. By entering into this Agreement, you agree to the terms in our Privacy Notice, as amended from time to time, which can be viewed at https://catalisgov.com/privacy-policy/ and our Security Standards which are based on the NIST framework and available for review by request.

11.4. Our Protection of Customer Data

We shall maintain, or cause to be maintained, commercially reasonable and appropriate administrative, physical, and technical safeguards for protection of the security, confidentiality, and integrity of Your Data stored with Our hosting vendor. We shall not (a) modify Your Data, (b) disclose, provide, rent, or sell Your Data except as compelled by law in accordance or as expressly permitted in writing by You, or (c) access Your Data except to provide the Services and prevent or address service or technical problems, or at Your request in connection with customer support matters.

11.5. Data Storage

We will determine the locations of the data centers in which Your Data will be stored and accessible by You and Your Users. We will not transfer Your Data to any third parties without Your express written directive to transfer such Data, and Your complete waiver and release from all liability which may result from or be connected with the transfer or use of Your Data by such third party.

11.6. Your Data

Subject to the limited rights granted by You hereunder, We acquire no right, title or interest from You under this Agreement in or to Your Data.

12. Support and Maintenance Services

Catalis shall provide maintenance and support services reasonably necessary to ensure that the Services operate in conformity with Functional Specifications and the documentation as described in this Agreement. Such Support and Maintenance Services are detailed in the SLA.

13. Subscription Term, Termination and Expiration

13.1. Term; Renewal

The initial term (“Initial Term”) of this Agreement is specified in the Order Form and shall commence on the Effective Date. The term of this Agreement shall automatically renew for the same period as the Initial Term unless either Party gives the other Party not less than one-hundred and eighty (180) calendar days prior to the conclusion of the then current term of Agreement of its decision to not allow the Agreement to renew.

13.2. Termination for Breach

In addition to any other rights of termination specified herein, either Party may terminate this Agreement upon sixty (60) calendar days prior written notice to the other in the event of the other’s failure to cure a material breach within the sixty (60) calendar days after receipt of the terminating Party’s written notice of default concerning the same.

13.3. Termination for Non-payment

Catalis may terminate Customer’s subscription to the Catalis Deliverables for Customer’s non-payment of any fees due to Catalis if Customer does not cure any such default within ten (10) calendar days after notice is given to Customer.

13.4. Effect of Termination

Upon termination or expiration of the Agreement, Customer shall discontinue all use of the Services and shall immediately return to Catalis all copies of the Software and Catalis Deliverables and all other materials which contain any Confidential Information of Catalis in Customer’s possession or control. Customer shall also permanently delete all copies of all such items residing in Customer’s on or offline computer memory. Catalis shall be entitled to enter into any location controlled by Customer to repossess and remove all Software, Catalis Deliverables, Documentation and any other Confidential Information of Catalis. Customer shall, within five (5) calendar days following the effective date of termination or expiration of Customer’s subscription, certify in writing to Catalis, by an executive officer of Customer, that all copies of the Software, Catalis Deliverables and all documentation and any other materials required to be returned to Catalis or to be deleted have been returned or deleted as appropriate.

13.5. Customer Data Portability and Deletion

Upon request by Customer made within 30 calendar days after the effective date of termination of a Statement of Work, Catalis will make Customer Data available to Customer. After such 30-day period, Catalis will have no obligation to maintain or provide any Customer Data and will thereafter delete or destroy all copies of Customer Data in Catalis systems or otherwise in Catalis possession or control, unless legally prohibited.

14. Excusable Delays

Notwithstanding any other term or provision of this Agreement, Catalis shall not be liable for delays in delivery, failure to deliver, or otherwise to perform any obligation hereunder when such delay or failure arises from causes beyond the reasonable control of Catalis.