HomeMy WebLinkAboutIchi withheld documentFrom: Brandon Levey <brandon@ichiplan.com>
Sent: Monday, February 24, 2025 11:42 AM
To: Loew, Michael
Cc: Casey Farmer
Subject: Ichi Terms of Service
Attachments: Ichi Plan - Terms of Service - 20250203.docx
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Hi Mike,
Attached are our terms of service. I'm including it in word format in the event the city has redlines they'd like to
propose. Please let me know if you have any questions or need something else for this.
Thank you very much,
Brandon
ICHI PLAN TERMS OF SERVICE
Last updated: 2/3/25
These Ichi Plan Terms of Service (these "Terms"), together with any mutually executed
order form or other mutually agreed upon ordering document ("Order Form"), govern your or the
company or entity on whose behalf you entered these Terms ("Customer") use of the Ichi Code
Compliance Product (as more particularly described or identified in the applicable Order Form)
("Services") made available by Ichi Plan, Inc. ("Ichi Plan"). Ichi Plan and Customer may be
referred to herein collectively as the "Parties" or individually as a "Party". By accessing or
otherwise using our Services, you agree to be bound by these Terms.
1. AGREEMENT TO TERMS AND CONDITIONS. These Terms is effective, and you
agree to be bound by these Terms, the earlier of the date (i) you first access or use the Services; or
(ii) of the Order Form Date specified on the applicable Order Form incorporating these Terms
("Effective Date"). If you are accepting these Terms on behalf of Customer, you represent and
warrant that you have the authority to bind Customer to the terms and conditions of these Terms.
2. PRIVACY NOTICE. Please review Ichi Plan's Privacy Notice, available
at www.ichiplan.com/privacy which also governs how Ichi Plan collects, uses and shares
Customer's and Authorized Users' (as defined below) information.
3. ACCESS AND USE
(a) Services. Subject to the terms and conditions of these Terms, Ichi Plan hereby
grants Customer a limited, non-exclusive, non -transferable (except in compliance with Section
12Lb)) right to use (and permit Authorized Users to and use) the Services in accordance with the
documentation and the terms of these Terms. As used herein, "Authorized Users" means
employees, consultants, contractors, or agents authorized by Customer to use the Services,
including without limitation any third parry who Customer enables to use the Services on behalf
of Customer in connection with such third party's interactions or dealings with Customer.
(b) Use Restrictions. Customer will not and will not permit any person or entity
(including, without limitation, Authorized Users) to, directly or indirectly: (i) copy, modify or
create any derivative work of any portion of the Services or the documentation; (ii) reverse
engineer, decompile, decode, or disassemble or otherwise attempt to derive or gain improper
access to any software component of the Services, in whole or in part; (iii) except as enabled via
the functionality of the Services, frame, mirror, sell, resell, market, sublicense, publish, distribute,
reproduce, assign, transfer, rent, lease or loan any portion of the Services to any other person or
entity, or otherwise allow any person or entity to use the Services for any purpose other than for
the benefit of Customer in accordance with these Terms; (iv) use the Services or documentation in
any manner or for any purpose that infringes, misappropriates, or otherwise violates any
Intellectual Property Rights or other right of any person or entity, or that violates any applicable
law; (v) interfere with, or disrupt the integrity or performance of, the Services, or any data or
content contained therein or transmitted thereby; or (vi) access or search the Services (or download
any data or content contained therein or transmitted thereby) through the use of any engine,
software, tool, agent, device or mechanism (including spiders, robots, crawlers or any other similar
data mining tools) other than software or Services features provided by Ichi Plan for use expressly
for such purposes.
(c) Authorized Users. Customer may permit Authorized Users to use the Services in
accordance with the documentation and these Terms, provided that Customer is responsible for all
acts or omissions by its Authorized Users in connection with their use of the Services and their
compliance with these Terms, including, without limitation, with the restrictions set forth
in Section Error! Reference source not found.. Customer will, and will require all Authorized
Users that Customer provides direct access the Services to, use all reasonable means to secure user
names and passwords, hardware and software used to access the Services in accordance with
customary security protocols, and will promptly notify Ichi Plan if Customer knows or reasonably
suspects that any user name and/or password has been compromised.
(d) Ownership of Ichi Plan IP. Subject to the limited rights expressly granted
hereunder, Ichi Plan reserves and, as between the Parties will solely own, all right, title, and interest
in and to the Ichi Plan IP. As used herein, "Ichi Plan IP" means the Services, the underlying
software provided in conjunction with the Services, algorithms, interfaces, technology, databases,
tools, know-how, processes and methods used to provide or deliver the Services, the
documentation, all Aggregate Data (as defined below), and all improvements, modifications or
enhancements to, or derivative works of, the foregoing (regardless of inventorship or authorship),
and all Intellectual Property Rights in and to any of the foregoing. "Intellectual Property Rights"
means all patent rights (including, without limitation, patent applications and disclosures),
inventions, copyrights, trade secrets, know-how, data and database rights, mask work rights, and
any other intellectual property rights recognized in any country or jurisdiction in the world. No
rights are granted to Customer hereunder (whether by implication, estoppel, exhaustion or
otherwise) other than as expressly set forth herein.
(e) Feedback. From time to time Customer or its employees, contractors,
representatives may provide Ichi Plan with suggestions, comments, feedback or the like with
regard to the Services (collectively, "Feedback"). Customer hereby grants Ichi Plan a perpetual,
irrevocable, royalty -free and fully -paid up license to use and exploit all Feedback in connection
with Ichi Plan's business purposes, including, without limitation, the testing, development,
maintenance and improvement of the Services. For clarity, Feedback is not considered
Confidential Information (as defined below).
(f) Third -Party Services. Certain features and functionalities within the Services may
integrate and depend on, or may allow Customer and its Authorized Users to interface or interact
with, access and/or use, third -party services, products, technology and content (collectively,
"Third -Party Services"). Ichi Plan does not provide any aspect of the Third -Party Services and
is not responsible for any compatibility issues, errors or bugs in the Services or Third -Party
Services caused in whole or in part by the Third -Party Services or any update or upgrade thereto.
4. PAYMENT AND FEES. In payment for Customer's access to the Services during the
Term, Customer shall pay Ichi Plan the non-refundable fees set forth on the applicable Order Form
(the "Fees"). Except as otherwise provided in the applicable Order Form, Ichi Plan will issue
invoices to Customer, and Customer will pay all amounts set forth on any such invoice no later
than thirty (30) days after the date of such invoice. If Customer has signed up for automatic billing,
Ichi Plan will charge Customer's selected payment method (such as a credit card) for any Fees on
the applicable payment date, including any applicable taxes. If Ichi Plan cannot charge Customer's
selected payment method for any reason (such as expiration or insufficient funds), Customer
remains responsible for any uncollected amounts, and Ichi Plan will attempt to charge the payment
method again as Customer may update its payment method information. If Customer fails to make
any payment when due, Ichi Plan may suspend Services until all payments are made in full.
Customer is responsible for all sales, use, ad valorem and excise taxes, and any other similar taxes,
duties and charges of any kind imposed by any federal, state, multinational or local governmental
regulatory authority on any amount payable by Customer to Ichi Plan hereunder, other than any
taxes imposed on Ichi Plan's income.
5. MATERIALS
(a) Customer Materials. Customer hereby grants Ichi Plan a non-exclusive, worldwide,
royalty -free right and license to use, reproduce, display, perform and modify the Customer
Materials solely for the purpose of hosting, operating, improving and providing the Services and
for the purpose of creating or developing Aggregate Data. For clarity, the rights set forth in this
Section 5 include the right for Ichi Plan to disclose and provide the Customer Materials to Ichi
Plan's third party service providers in connection with the provision of the Services to Customer.
As between Customer and Ichi Plan, Customer owns and retains all right, title and interest in and
to all Customer Materials. "Customer Materials" means all information, data, content, and other
materials, in any form or medium, that is submitted, posted, collected, transmitted or otherwise
provided by or on behalf of Customer through the Services or to Ichi Plan in connection with
Customer's use of the Services (including without limitation any materials submitted by
Customer's Authorized User(s)), but excluding, for clarity, Aggregate Data and any other
information, data, data models, content or materials owned or controlled by Ichi Plan and made
available through or in connection with the Services. "Aggregate Data" means any data that is
derived or aggregated in deidentified form from (i) any Customer Materials, (ii) any Generated
Materials; or (iii) Customer's and/or its Authorized Users' use of the Services, including, without
limitation, any general characteristics, usage data, and/or trends with respect to the Services.
(b) Generated Materials. The Services utilize generative artificial intelligence to
generate materials provided to Customer by the Services that are based on the Customer Materials
as set forth herein (collectively, "Generated Materials"). Ichi Plan does not claim any ownership
interest in the Generated Materials. Customer acknowledges and agrees that: (a) the Generated
Materials may be subject to limited, or no, copyright protection and (b) the Generated Materials
may not be unique. Accordingly, on behalf of Customer and Customer's successors and assigns,
Customer irrevocably covenants not to assert or bring any suit, claim, demand or challenge against
Ichi Plan, or Ichi Plan's licensors or licensees, in connection with their or our use of such same or
similar output.
6. CONFIDENTIAL INFORMATION
(a) Confidentiality. "Confidential Information" means any information that one
Parry (the "Disclosing Party") provides to the other Party (the "Receiving Party") in connection
with these Terms, whether orally or in writing, that is designated as confidential or that reasonably
should be considered to be confidential given the nature of the information and/or the
circumstances of disclosure. For clarity, the Services and the documentation will be deemed
Confidential Information of Ichi Plan. The Receiving Parry will not use or disclose any
Confidential Information of the Disclosing Party except as necessary to perform its obligations or
exercise its rights under these Terms; provided that Ichi Plan may use and modify Confidential
Information of Customer in deidentified form for purposes of developing and deriving Aggregate
Data. The Receiving Party may disclose Confidential Information of the Disclosing Party only: (i)
to those of its employees, contractors, agents and advisors who have a bona fide need to know
such Confidential Information to perform under these Terms and who are bound by written
agreements with use and nondisclosure restrictions at least as protective of the Confidential
Information as those set forth in these Terms, or (ii) as such disclosure may be required by the
order or requirement of a court, administrative agency or other governmental body, subject to the
Receiving Party providing to the Disclosing Party reasonable written notice to allow the Disclosing
Party to seek a protective order or otherwise contest the disclosure. The terms and conditions of
these Terms will constitute Confidential Information of each Party but may be disclosed on a
confidential basis to a Parry's advisors, attorneys, actual or bona fide potential acquirers, investors
or other sources of funding (and their respective advisors and attorneys) for due diligence purposes.
(b) Exclusions. Confidential Information will not include any information that: (i) is or
becomes generally known to the public through no fault or breach of these Terms by the Receiving
Party; (ii) is rightfully known by the Receiving Party at the time of disclosure without an obligation
of confidentiality; (iii) is independently developed by the Receiving Parry without access to or use
of any Confidential Information of the Disclosing Party that can be evidenced in writing; or (iv) is
rightfully obtained by the Receiving Parry from a third -parry without restriction on use or
disclosure.
7. PUBLICITY. Either Party may, with the other Parry's prior written consent (which will
not be unreasonably withheld), use or refer to the other Party's name, trademarks, service marks,
or logos in any marketing materials, business development activities, press releases or other
publicity -related matter for the purpose of marketing, publicizing or promoting a Party's business.
8. REPRESENTATIONS AND WARRANTIES; DISCLAIMER
(a) Mutual Representations. Each Party represents and warrants to the other Party that:
(i) it has full power and authority to enter into these Terms; and (ii) the execution, delivery and
performance of these Terms by it have been duly authorized by all necessary actions and do not
violate its organizational documents.
(b) Customer Additional Representations. Customer represents and warrants that Ichi
Plan's use of the Customer Materials in accordance with these Terms will not violate any
applicable laws or regulations or infringe or violate any intellectual property or other rights of any
third party or cause a breach of any agreement or obligations between Customer and any third -
party.
(c) Disclaimer. EXCEPT AS EXPRESSLY SET FORTH HEREIN, THE SERVICES
AND ANY GENERATED MATERIALS ARE PROVIDED "AS IS." ICHI PLAN MAKES NO
WARRANTY OR REPRESENTATION REGARDING THE SERVICES OR GENERATED
MATERIALS. TO THE MAXIMUM EXTENT LAW PERMITS, ICHI PLAN HEREBY
DISCLAIMS ALL WARRANTIES AND REPRESENTATIONS, WHETHER EXPRESS OR
IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE OR NON -INFRINGEMENT, AND
WARRANTIES ARISING OUT OF COURSE OF DEALING OR USAGE OF TRADE.
WITHOUT LIMITING THE FOREGOING, ICHI PLAN HEREBY DISCLAIMS ANY
WARRANTY THAT (1) USE OF THE SERVICES OR GENERATED MATERIALS WILL
MEET CUSTOMER'S REQUIREMENTS OR BE ERROR -FREE, BUG -FREE OR
UNINTERRUPTED, AND (2) ANY WARRANTY REGARDING THE QUALITY,
ACCURACY, TIMELINESS, TRUTHFULNESS, COMPLETENESS OR RELIABILITY.
THE SERVICES UTILIZE GENERATIVE ARTIFICIAL INTELLIGENCE AND MACHINE
LEARNING TECHNOLOGIES TO CREATE THE GENERATED MATERIALS.
ACCORDINGLY, CUSTOMER ACKNOWLEDGES THAT THE GENERATED MATERIALS
MAY NOT BE PROTECTABLE UNDER APPLICABLE INTELLECTUAL PROPERTY
LAWS. IN ADDITION, WHILE ICHI PLAN TAKES SUBSTANTIAL EFFORTS TO ENSURE
THE GENERATED MATERIALS AND ANY OTHER INFORMATION AVAILABLE ON OR
THROUGH THE SERVICES IS ACCURATE AND COMPLETE, ICHI PLAN DOES NOT
MAKE ANY WARRANTIES OR GUARANTEES REGARDING THE GENERATED
MATERIALS, INCLUDING ANY GUARANTEE OF A PARTICULAR OUTCOME FROM
USING THE SERVICES OR GENERATED MATERIALS. CUSTOMER AND ITS
AUTHORIZED USERS SHOULD EXERCISE DUE DILIGENCE AND CARE WHEN
RELYING ON THE SERVICES AND GENERATED MATERIALS, AS ANY SUCH USE
WILL BE CUSTOMER'S SOLE AND EXCLUSIVE RESPONSIBILITY AND RISK AND ICHI
PLAN IS NOT LIABLE FOR ANY LOSS OR DAMAGES INCURRED BY CUSTOMER.
9. TERM AND TERMINATION.
(a) Term. These Terms shall commence on the Effective Date and will remain in effect
as specified on the applicable Order Form, or if no Order Form is in place, until terminated as set
forth herein (the "Term").
(b) Termination. Either Party may terminate these Terms, effective on written notice
to the other Party, if the other Party materially breaches these Terms, and such breach remains
uncured thirty (30) days after the non -breaching Party provides the breaching Party with written
notice of such breach. Further, if there is no Order Form in place between the Parties, then either
Party may terminate these Terms for convenience at any time by giving the other Party written
notice of such termination.
(c) Survival. This Section 9(c) and Sections Error! Reference source not found.,
Error! Reference source not found., Error! Reference source not found., 6, 8, 9(d), 10, 11 and
12 survive any termination or expiration of these Terms.
(d) Effect of Termination. Upon expiration or termination of these Terms the rights
granted pursuant to Section 3(a) will terminate, and Customer will promptly cease all use of the
Services. No expiration or termination will affect Customer's obligation to pay all Fees that may
have become due or otherwise accrued through the effective date of expiration or termination, or
entitle Customer to any refund.
10. LIMITATION OF LIABILITY.
(a) Limitation of Liability. EXCEPT FOR (I) ANY INFRINGEMENT OR
MISAPPROPRIATION BY ONE PARTY OF THE OTHER PARTY'S INTELLECTUAL
PROPERTY RIGHTS, (II) FRAUD OR WILLFUL MISCONDUCT BY EITHER PARTY, OR
(III) BREACH OF CUSTOMER'S PAYMENT OBLIGATIONS, NEITHER PARTY WILL BE
LIABLE TO THE OTHER PARTY FOR ANY INDIRECT, INCIDENTAL, SPECIAL,
EXEMPLARY, PUNITIVE OR CONSEQUENTIAL DAMAGES, OR ANY LOSS OF
INCOME, DATA, PROFITS, REVENUE OR BUSINESS INTERRUPTION, OR THE COST OF
COVER OR SUBSTITUTE SERVICES, ARISING OUT OF OR IN CONNECTION WITH THIS
AGREEMENT.
(b) Total Liability. IN NO EVENT WILL ICHI PLAN' S TOTAL CUMULATIVE
LIABILITY TO CUSTOMER OR ITS AUTHORIZED USERS ARISING FROM ALL CLAIMS
UNDER OR RELATED TO THIS AGREEMENT, EXCEED THE FEES ACTUALLY PAID BY
CUSTOMER TO ICHI PLAN IN THE TWELVE (12) MONTH PERIOD IMMEDIATELY
PRECEDING THE FIRST EVENT GIVING RISE TO THE APPLICABLE CLAIM MADE
UNDER OR RELATED TO THIS AGREEMENT, LESS ALL AMOUNTS PAID BY ICHI
PLAN TO CUSTOMER FOR ALL PAST CLAIMS OF ANY KIND MADE UNDER OR
RELATED TO THIS AGREEMENT, REGARDLESS OF THE LEGAL OR EQUITABLE
THEORY ON WHICH THE CLAIM OR LIABILITY IS BASED, AND WHETHER OR NOT
ICHI PLAN WAS ADVISED OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE.
11. INDEMNIFICATION.
(a) Indemnification by Ichi Plan. Subject to Section 11(12), Ichi Plan will defend
Customer against any claim, suit or proceeding brought by a third -party ("Claims") alleging that
Customer's use of the Services infringes or misappropriates such third party's Intellectual Property
Rights, and will indemnify and hold harmless Customer against any damages and costs awarded
against Customer or agreed in settlement by Ichi Plan (including reasonable attorneys' fees)
resulting from such Claim.
(b) Exclusions. Ichi Plan's obligations under Section II(a) will not apply if the
underlying Claim arises from or as a result of. (i) Customer's breach of these Terms, negligence,
willful misconduct or fraud; (ii) any Customer Materials; (iii) Customer's failure to use any
enhancements, modifications, or updates to the Services that have been provided by Ichi Plan; (iv)
modifications to the Services by anyone other than Ichi Plan; or (v) combinations of the Services
with software, data or materials not provided by Ichi Plan.
(c) Indemnification by Customer. Customer will defend, indemnify and hold harmless
Ichi Plan from and against any damages and liabilities (including court costs and reasonable
attorneys' fees) awarded in a final judgment against Ichi Plan, and amounts agreed to in settlement
with respect to each of the foregoing, to the extent arising from a Claim against Ichi Plan that: (i)
the Customer Materials or its use by Ichi Plan in accordance with these Terms infringes,
misappropriates or violates a third -parry's Intellectual Property Rights, or rights of publicity or
privacy, or result in the violation of any applicable law or regulation; (ii) is based on Customer's
or an Authorized User's use of the Services or documentation to the extent such use was not in
accordance with these Terms; (iii) is based on the manufacture, sale, distribution or marketing of
any Customer's products or services; or (iv) is based on a breach of Section 3(b) by Customer.
12. GENERAL.
(a) Entire Agreement. These Terms, including its exhibits, is the complete and
exclusive agreement between the Parties with respect to its subject matter and supersedes any and
all prior or contemporaneous agreements, communications and understandings, both written and
oral, with respect to its subject matter. These Terms may be amended or modified only by a written
document executed by duly authorized representatives of the parties provided that if Customer
does not have an active Order Form with Ichi Plan, then Ichi Plan may amend or modify these
Terms by (i) posting a new version of these Terms on the Services, or (ii) providing notice to
Customer via email or other reasonable means.
(b) Assignment. Neither Party may assign or transfer these Terms, by operation of law
or otherwise, without the other Party's prior written consent. Any attempt to assign or transfer
these Terms without such consent will be void. Notwithstanding the foregoing, Ichi Plan may
assign or transfer these Terms to a third party that succeeds to all or substantially all of Ichi Plan's
business and assets relating to the subject matter of these Terms, whether by sale, merger, operation
of law or otherwise. Subject to the foregoing, these Terms is binding upon and will inure to the
benefit of each of the Parties and their respective successors and permitted assigns.
(c) Notices. All notices required to be sent hereunder will be in writing (email being
sufficient) and will be deemed to have been given when mailed by United States Postal Service
Priority Express Mail, with delivery confirmation, postage prepaid, or sent by email, and if sent
by email, on the date the email was sent without a bounce back message if sent during normal
business hours of the receiving party, and on the next business day if sent after normal business
hours of the receiving party. The address for notices will be as set forth on the Order Form,
provided that if there is no Order Form in effect between the parties, then (1) notices for Customer
will be delivered to: Customer's provided email contract address, and (2) notices for Ichi Plan will
be delivered to: brandon@ichiplan.com.
(d) Relationship of the Parties. Nothing in these Terms will be construed to create a
partnership, joint venture or agency relationship between the Parties. Neither Party will have the
power to bind the other or to incur obligations on the other's behalf without such other Party's
prior written consent.
(e) Waiver. Either Party's failure to enforce any provision of these Terms will not
constitute a waiver of future enforcement of that or any other provision. No waiver of any provision
of these Terms will be effective unless it is in writing and signed by the Party granting the waiver.
(f) Severability. If any provision of these Terms is held invalid, illegal or
unenforceable, that provision will be enforced to the maximum extent permitted by law, given the
fundamental intentions of the Parties, and the remaining provisions of these Terms will remain in
full force and effect.
(g) Export Regulation. Customer will comply with all applicable export, sanctions and
foreign corruption laws and regulations of the United States ("Trade Laws") to ensure that the
Services are not: (i) exported or re-exported directly or indirectly in violation of Trade Laws; or
(ii) used for any purposes prohibited by the Trade Laws.
(h) Governing Law; Jurisdiction. This Terms will be governed by and construed in
accordance with the laws of the State of California without giving effect to any principles of
conflict of laws that would lead to the application of the laws of another jurisdiction. The Parties
expressly agree that the United Nations Convention on Contracts for the International Sale of
Goods will not apply. Any legal action or proceeding arising under these Terms will be brought
exclusively in the federal or state courts located in Northern District of California and the Parties
irrevocably consent to the personal jurisdiction and venue therein.
(i) U.S. Government End Users. The Services were developed solely at private
expense and are "commercial products", "commercial items", or "commercial computer software"
as defined in the Federal Acquisition Regulation 2.101 and other relevant government procurement
regulations including agency supplements. Any use, duplication, or disclosure of the Services by
or on behalf of the U.S. government is subject to restrictions as set forth in these Terms as
consistent with federal law and regulations. If these terms fail to meet the U.S. Government's needs
or are inconsistent in any respect with federal law, Customer will immediately discontinue its use
of the Services.