FIRST AMENDMENT TO AGREEMENT WITH IRON MOUNTAIN
INFORMATION MANAGEMENT, LLC FOR
DIGITAL CONVERSION AND DOCUMENT IMAGING SERVICES
THIS FIRST AMENDMENT to the above-referenced agreement is entered into on November 4, 2025, by and between Iron Mountain Information Management, LLC, a Delaware limited liability company (“Consultant”), the Housing Authority of the City of Santa Ana, a public body, corporate and politic, and the City of Santa An a, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RECITALS
A. The parties entered into Agreem
ent No. A-2023-223 (“Agreement”) dated January 1, 2024
to provide document storage and imaging services. The term of the Agreement runs for a three (3) year period until December 31, 2026, with an option to extend the term of the Agreement for up to two (2) one (1) year exte nsions. The Agreement is current and in- effect.
B. Consultant was awarded its Agreement with the City due to its proposal to Request for Proposal #23-109A, in which Consultant was selected due to its resources and expertise in digital conversion and document imaging services. Said serv ices were part of Exhibit A to the Agreement.
C. City located a large amount of paper files from the H ousing Authority which, when converted to digital format, would create gr eater efficiency for review and access. In addition, the time, expense, and resources to handle the digital conversion are within the scope of services provided by Consultant.
D. The parties now wish to amend the Agreement to increase the total not-to exceed amount to the compensation of the Agreement to pa y the digital conversi on of files from the Housing Authority. No other changes are contemplated by this Amendment.
The Parties therefore agree:
1. Section 2a, Compensation , is hereby amended to increase the total compensation by $150,000 to cover costs and services detailed in Exhibit A-1 to this First Amendment to the Agreement. The total not-to-exceed amount for this Agreement shall not exceed $292,700.
2. Except as modified by this First Amendment, all terms and conditions of the Agreement shall remain in full force and effect.
[signature page to follow]
EXHIBIT 2
EXHIBIT 2
ironmountain.com | 1.800.899.IRON (4766) Page 1 of 18
Public Sector Master SOW Form Rev. 7/13/2023
This Statement of Work (“SOW”) is a proposal by Iron Mountain Information Management, LLC (“Iron Mountain”, “IRM” or “IM”) to perform the services described herein, including the pricing, assumptions, and terms and conditions that will apply to a contract resulting from this SOW.
Throughout this SOW, certain provisions have been selected for incorporation herein either by (i) check of a clause(s) that is presented in full, or (ii) check of a link to static, dated clause or clauses incorporated by reference. In both instances (i) and (ii), such provisions are material to this SOW and applicable to a contract resulting from this SOW.
Customer Information (“Customer”):
City of Santa Ana Housing Authority
20 Civic Center Plaza, 1st Floor
Santa Ana, CA 92702
Maria Hodson
Case Digitization Date of SOW: 10/16/2025 v2
IMGS/SLED Number: SLED0005587 Project #: PR-022300
Proposal Validity Period: The terms and fees quoted under this SOW will only remain valid for acceptance by Customer until 12/31/25. Thereafter, Iron Mountain may modify the fees or terms and require a modified SOW.
Iron Mountain Contacts:
CONFIDENTIALITY
This submission includes information that shall not be duplicated, used or disclosed — in whole or in part — for any purpose ot her than to evaluate this submission. Contains Iron Mountain confidential and proprietary information © 2025. Iron Mountain Incorporated. All rights reserved. Iron Mountain and the design of the mountain are registered trademarks of Iron Mountain Incorporated in the U.S. and other countries. All other trademarks are the property of their respective owners.
Heidi Vierkant
SLED Account Executive
[email protected]
704-906-2600
Exhibit A-1 to the First Amendment
A-2023-223
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 2 of 18
Public Sector Master SOW Form Rev. 5/21/2024
Table of Contents
Section 1: Introduction and Technical Statement of Work/ Performance Schedule Section 2: Pricing and Assumptions
Section 3: Terms and Conditions
Section 4: Acknowledgement/Acceptance
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 3 of 18
Public Sector Master SOW Form Rev. 5/21/2024
Section 1
Introduction and Technical Statement of Work/ Performance Schedule
Digital Conversion
Iron Mountain provides customers full digital transformation services including document preparation, scanning of textual and graphical documents into digital data, quality assurance, indexing, document reassembly, and digital delivery of data to a new media.
Controlled Material
Customer will not provide Iron Mountain with any Deposits (including goods, software, services, and/or technical data) that contain technical information regarding defense articles or defense services within the meaning of the U.S. International Traffic in Arms Regulations (“ITAR”), or technical data within the meaning of the U.S. Export Administration Regulations (“EAR”), or are otherwise subject to export restrictions under applicable export control regulations, including ITAR and the EAR. If during the term of the Agreement Customer determines that it can no longer comply with this Section, Customer must immediately notify Iron Mountain in writing. Customer shall take no action that causes Iron Mountain to be non- compliant with applicable export control laws and regulations as it relates to the Deposits.
Digitization Description
Customer seeks a cost-effective, outsourced solution to manage the digitization to digital images.
Business Hours
The digitization part of this project will be completed by Iron Mountain during normal business hours: Monday through Friday 8:00 AM to 5:00 PM local time excluding weekends and holidays.
Project Details
Digitization Type
The following are the types of documents/originals to be digitized:
Estimated
Percentage of
Volume
Media Type
90% Paper: 8.5x11
10% Paper: 8.5x14
5% of pages have receipt attached
Project Type
This digitization project consists of the following:
● Backfile
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 4 of 18
Public Sector Master SOW Form Rev. 5/21/2024
Turnaround Requirements
Please note: Turnaround time is defined by the time Iron Mountain receives the documents for processing to the time the digitized images and data are made available to Customer. ▪ Backfile turnaround requirements will be mutually agreed upon during the implementation of this solution, unless otherwise specified.
▪ A test box was not digitized for this project as a representative sample of the Customer's documents. All processing assumptions contained herein are based directly upon the information provided by the Customer.
The above SLA applies only to the maximum volume amounts spec ified within this SOW. Items exceeding that maximum will be processed within the SLA if possible; however, will not count against Iron Mountain’s achievements to the SLA.
Documents over the maximum volume amount will be processed the following business day in a “First-In First-Out” (FIFO) order.
Logistics
Location 1
The information below refers to records/documents stored at the location listed below:
City of Santa Ana
ATTN: Maria Hodson
20 Civic Center Plaza, 1st Floor
Santa Ana, CA 92702
Additional Details
▪ Documents/records will be made available to Iron Mountain all at one time. ▪ The estimated number of boxes is 370.
Volume Fluctuations
▪ Volume is not expected to fluctuate.
Expected Volumes
Hard Copy
Backfile
Number of Files
1,650
Average Documents per File 6
Average Pages per Document 61.7
Percentage of Duplexed Pages 20%
Estimated Total Number of Images 732,600
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 5 of 18
Public Sector Master SOW Form Rev. 5/21/2024
Preparation
Document Preparation Requirements
Document preparation includes the removal of all fasteners and bindings, flattening bent corners, document orientation, making minor repairs, repositioning of smaller documents, inserting applicable separator sheets and tearing tri-folds when necessary.
Document Prep Performed By
Documents will be prepared by Iron Mountain prior to digitization according to the details outlined in the following section. ▪ This project has been identified as requiring standard preparation. Standard preparation is defined as having moderately fastened documents (<1 fastener per 5 pages); 95% bond paper, remaining office-type documents; 95%+ standard size (5% other); and <1% requiring repair or mounting to carrier sheet. ▪ The documents for digitization are in good condition.
Separation Details
▪ Separation will be at the file & document levels for the backfile digitization. ▪ Separation will be achieved by inserting standard Iron Mountain separator sheets. ▪ Iron Mountain will insert the applicable separator sheets. ▪ Iron Mountain will maintain the order of the documents in a given box, digitizing from the first page to the last page. We will not rearrange the documents prior to digitization.
Disposition of Originals
▪ The documents post digitization will be inbound to the Iron Mountain Record Center for safekeeping until the destruction approval notification has been received from the Customer. All standard storage pricing would apply.
Digitizing
Digitizing Requirements
This section outlines the setup of the scanner and related functions for all hard copy digitization. All digitizing will be performed in duplex mode set with automatic blank page deletion at 5kb or less per page. Images over 5kb that contain no appreciable information will not be considered rejects.
Iron Mountain standard digitizing features, including deskewing, automatic brightness, density and threshold settings, despeckle, auto orientation and edge cleanup, are done through an automated process. The output of the automated process will be accepted as is unless otherwise noted in the Quality Assurance section.
Digitizing Details
▪ Section 1 documents will be digitized in color, remaining Sections 2-6 will be digitized in black and white.
The scanners used for this project will have the following capabilities:
▪ Production (Automatic Document Feed)
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 6 of 18
Public Sector Master SOW Form Rev. 5/21/2024
Quality Assurance
Quality Assurance Requirements
Quality Control consists of a paper to image comparison, a review of image quality, and document separation. The level of quality control selected for this project is identified below. ▪ Iron Mountain will perform statistical quality control utilizing the ANSI/ASQC (American National Standards Institute/American Society for Quality Control) standard Z1.4 at a 1.0 Acceptable Quality Level (AQL) to establish the sample size(s), acceptance, rejection and re-sampling parameters.
Indexing
Indexing creates necessary metadata fields to support standard search functionality to access the documents. ▪ Double key verification will be performed on the appropriate fields as identified in the indexing table. ▪ Customer will provide examples of the documentation with index fields identified prior to implementation of project. Samples will be complete and representative of documents Iron Mountain will receive during the course of the project. Any document type or variation not included in this sample will be indexed at best effort, but not applicable to Iron Mountain quality requirements.
▪ For manually indexed fields, Iron Mountain will only capture data present on image. Blank or default values will be provided for missing or illegible data as defined by Customer.
Index Fields
Primary
Field?
Index Field Name
Basis
Keyed/
OCR
No. of
Char
Fixed
Length?
Req
Format
Verify
No
File Type (Housing or
Portability)
Per File
Manual
2 Yes
Yes
Alpha
Yes
No
Date
Per File
Manual
8 Yes
Yes
Date
MM-DD-
YYYY
Yes
Yes Unique Identifier Per File Manual 10 No Yes
Alpha-
Numeric Yes
No Section (1-6) Per Document Manual 1 No Yes
Alpha-
Numeric Yes
Reassembly
This section provides the reassembly details of the original hard copy material post digitization. ▪ The project requires simple reassembly. The digitized documents will be placed back in the original file folder without applying any fasteners.
Hard Copy and Digital Release
The following information outlines the disposition of the original hard copy materials as well as the requirements for the digitized image destination and image format.
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 7 of 18
Public Sector Master SOW Form Rev. 5/21/2024
Hard Copy Release Details
▪ The documents post digitization will be inbound to the Iron Mountain Record Center for safekeeping until the destruction approval notification has been received from the Customer. All standard storage pricing would apply.
Digital Release Details
▪ The image output will be Searchable PDF.
▪ Released images will be at 300 DPI.
▪ The index output will be a .CSV file.
▪ There will be one index file created for this entire project. A record will be created within the index file for each image file delivered for the project.
▪ Foldering is not required for this project.
▪ The image and index files will be released to an encrypted external hard drive supplied by Iron Mountain.
Customer's Technical Contact, as shown in this SOW, will receive the encryption key via email. ▪ Files will be delivered in a single release, following completion of the project.
Additional Project Requirements
Customer Review and Notification Period - Post Processing Error Correction Timeline It is of benefit to both Parties to discover any errors quickly to avoid their duplication in on-going work. Customer will review the program and/or process then promptly notify Iron Mountain of any alterations and or corrections that they deem necessary. During the first month of this project, Iron Mountain requests that Customer review work within one week. Any necessary rescanning services will be provided at no charge for items identified by Customer within a maximum two-week timeframe.
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 8 of 18
Public Sector Master SOW Form Rev. 5/21/2024
Special Project Services
Iron Mountain provides customers specialized project services for work such as packaging services, transmittal preparation, file packing and purging, re-labeling, re-boxing, data capture/indexing, data entry, and transportation.
Project Scope and Workflow
Collection, transport, transmittal preparation, and receipt of an estimated 370 cartons (444 cubic feet) of Customer records located at 20 Civic Center Plaza, Santa Ana CA 92701.
Iron Mountain will pack an estimated 2000 files in an estimated 370 storage cartons.
Cartons will be transferred to an Iron Mountain facility in the Los Angeles market.
This service will require 2 dedicated transportation trips.
Once arrived at Iron Mountain, the 370 cartons will be barcoded, Inbounded, transmittal prepped, then retrieved and transported to the Cerritos CA Imaging facility.
The pricing for imaging of the documents is not included in this SOW.
Upon receipt of signed Statement of Work, Iron Mountain will contact Customer to schedule execution of the workflow described herein.
Unless otherwise stated, Iron Mountain will follow standard operating procedures for all standard workflows including, but not limited to, transportation, inbound/outbound processing, inventory staging, and archival destruction. All work associated with this SOW will take place during standard Iron Mountain operating hours, 8AM – 5PM Monday through Friday (local time – excluding Iron Mountain holidays), unless otherwise specified and mutually agreed upon. These services will be executed in a mutually agreed upon service window based on the availability of Iron Mountain project teams while accommodating any service restrictions noted by Customer.
Upon arrival at the Customer’s location, Iron Mountain will provide identification and ask for the designated Manager on Duty (MOD) or other specified Customer contact. The Customer will be required to escort Iron Mountain to the location of the records requiring service. In the event the location is not ready for service, an additional, billable service visit may be required. The Iron Mountain project team will pack the records into standard Iron Mountain RFID ready storage cartons. If a Customer chooses to use non-RFID ready cartons, separately purchased Iron Mountain RFID labels will be applied to the face of each storage carton to ensure proper disposition and chain of custody.
Customer expects the following fields to be captured, if applicable:
Major Description / Minor Description / Date Range / Alpha Range / Destruction Date During the pickup process, the Iron Mountain courier will confirm receipt of each carton by scanning the barcode label associated to each carton. Cartons will be staged for transport and, prior to departure, the Iron Mountain courier will require the Customer MOD or designated Customer contact to confirm the carton quantity and provide signature to release the inventory.
Upon arrival at the Iron Mountain record center, each carton will be processed following the established, Iron Mountain, standard operating procedure for receipt and entry. In the event that a carton arrives without RFID labels, a RFID label will be affixed, by Iron Mountain, at the customer’s billable rate. Upon inbound completion, each carton will be placed into archival inventory through the putaway process.
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 9 of 18
Public Sector Master SOW Form Rev. 5/21/2024
Out of Scope Work
Any and all services not described under “Project Scope and Workflow” above are excluded from the scope of this SOW.
Customer Obligations
● Customer shall not store with Iron Mountain material that is highly flammable, may attract vermin or insects, is otherwise dangerous or unsafe to store or handle, or is regulated by federal or state law or regulation relating to the environment or hazardous materials.
● Customer shall not store negotiable instruments, jewelry, check stock or other items that have intrinsic value.
● Customer warrants and covenants that its premises where Iron Mountain employees perform services (including pickups and deliveries) are and shall be free of hazardous substances or dangerous conditions. Customer shall reimburse Iron Mountain for damage to equipment or injury to personnel resulting from Customer’s breach of this Section.
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 10 of 18 Public Sector Master SOW Form Rev. 5/21/2024
Section 1 (continued)
(Checked statement applies to this SOW)
☒ NIST-800-171 or NIST-800-53 is not in scope of this proposal. If the Customer elects to add NIST SP 800-171 or NIST SP 800-53 requirements, it will be a change under the Changes clause of the applicable terms and conditions incorporated herein, for which IM will be entitled to an equitable adjustment.
☒ Period of Performance: The term of this order shall commence on the Effective Date of this SOW and shall continue for one (1) year after commencement.
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 11 of 18 Public Sector Master SOW Form Rev. 5/21/2024
Digital Conversion
Solution Fees: General
Section 2
Pricing and Assumptions
Pricing is based on the project assumptions shown herein. These prices are only for the services and products outlined in this SOW; any Records and Information Management service fees are in addition to this SOW’s fees and are covered in a separate Pricing Schedule or Statement of Work pursuant to Customer’s separate agreement for Records and Information Management services. Any other services not outlined herein, or in any other SOW, shall be provided at Iron Mountain's then-current rates.
Iron Mountain cannot be held responsible for any delays caused by Customer or for incorrect information provided by Customer. Such delays may impact Iron Mountain’s ability to perform the services and may result in additional charges.
Volumes are assumed to be correct based on the detail provided by the Customer.
All pricing is shown in US Dollars and is payable in US Dollars and does not include taxes. Please note that all prices quoted to you are exclusive of taxes, which may be charged in addition to the quoted price. The applicable taxes will be determined based on the location where the services are performed. The Customer is responsible for paying any sales, use, value added, or similar tax required by applicable law in connection with the services provided, and such taxes will be added to the fees charged.
The sections below provide the fees due as detailed within this SOW. ▪ Setup and One-Time Fees will be invoiced in the first billing period following the Effective Date. ▪ Recurring services will be invoiced the first billing period after the setup has been invoiced, regardless of the usability of the Solution, which will depend jointly on the complexity of the solution and the commitment of resources by both Iron Mountain and the Customer.
All fees, unless explicitly defined, will be billed through Iron Mountain.
Fees for Digitization Services
This is a project estimate of the number of images. Customer will be invoiced on the actual number of images digitized. Iron Mountain cannot be held responsible for any delays caused by Customer or for incorrect information provided by Customer. Such delays may impact Iron Mountain’s ability to perform the services and may result in additional charges.
Under this SOW, the Customer agrees to pay 80% of the price, even if the total digitization volume at the end of the Term is smaller than the contracted volume. Any service performed after this period shall be considered outside of the project scope of this SOW and will be quoted separately and outlined under an additional Statement of Work or a Change Order to this SOW. Any difference between the actual amount billed and the Minimum Commit for all Backfile related project services will be invoiced in full no sooner than thirty (30) days after the end of backfile project. For all Day Forward related project services, any difference between the actual amount billed each month and the monthly Minimum Commitment will be invoiced in full on a monthly basis once the project is considered "in production".
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 12 of 18 Public Sector Master SOW Form Rev. 5/21/2024
Pricing Details
No.
Service Offering
Unit
Unit Price
Number of
Units
Unit Price
Total
1 Document Preparation - Standard Image $0.040 732,600 $29,304.00 2 Standard Scanning - Tier 3 Image $0.065 732,600 $47,619.00 3 Scan Resolution - 300dpi - Standard Image $0.006 732,600 $4,395.60 4 Document Classification - Standard 6-10 Doc
Types Image $0.007 732,600 $5,128.20
5 Indexing - Standard Keystroke $0.008 85,800 $686.40
6 Quality Assurance - With Cl ean-up Image $0.011 732,600 $8,058.60 7 Image Output - Searchable PD F Image $0.005 732,600 $3,663.00 8 Document Reassembly - Simple Image $0.004 732,600 $2,930.40 9 Color Setup - Regular-size paper Project $384.760 1 $384.76 Estimated
Total $102,169.96
*Blended PPI $0.139
*Per image rate for budgetary purposes only. Customer will be invoiced based on actual quantities of tasks performed.
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 13 of 18 Public Sector Master SOW Form Rev. 5/21/2024
Special Project Services
Pricing
Total Price (excluding taxes): $11,010.74
Bill Code Description Q uantity Rate Unit of Measure Ext ended Price Transport Handling Charge 444 $3.00 CF $1,332.00
Regular Pickup -Zone 2 2 $39.90 Trip $79.80
Miscellaneous Services – Hourly Labor 48 $76.520 Hour $3,672.96 Standard Letter/Legal 370 $4.790 Each $1772.30
Rfid T Label 370 $0.672 Each $248.64
Miscellaneous Services – Hourly Labor
(Transmittal Prep)
15 $76.520 Hour $1,147.80
Receiving and Entering - Carton 444 $1.830 CF $812.52
Regular Retrieval - Carton 444 $2.190 CF $972.36
Regular Refile - Carton 444 $2.190 CF $972.36
Digitization Total Project Services Total Project Total Totals $102,169.96 $11,010.74 $113,180.70
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 14 of 18 Public Sector Master SOW Form Rev. 5/21/2024
General Assumptions
This SOW is based on the following General assumptions. ● Unless otherwise stated, Iron Mountain will follow standard operating procedures for all standard workflows including, but not limited to, transportation, inbound/outbound processing, inventory staging, and archival destruction. Notwithstanding anything in any contract between Customer and Iron Mountain to the contrary, Customer acknowledges and expressly agrees that Iron Mountain’s procedures involve (i) automated metadata extraction, (ii) temporary storage of such metadata in a cloud-hosted environment located in United States hosted by Google and exclusively managed by Iron Mountain; and (iii) quality control performed by Iron Mountain personnel located in India, Iron Mountain Services Private Limited.
● All work associated with this SOW will take place during standard Iron Mountain operating hours, 8AM-5PM Monday through Friday (local time – excluding Iron Mountain holidays), unless otherwise specified and mutually agreed upon. ● The services will be executed in a mutually agreed upon service window based on the availability of Iron Mountain project teams while accommodating any service restrictions noted by Customer.
● Projects requiring timeline acceleration are subject to additional charges. ● The total charges are an estimate only and will be determined based on actual services provided.
Should any of the assumptions above prove incorrect, the parties acknowledge that this will likely affect the project duration, price and/or quality.
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 15 of 18 Public Sector Master SOW Form Rev. 5/21/2024
Section 2 (continued)
(Checked statement applies to this SOW)
☒ Firm Fixed Unit Pricing and Firm Fixed Price Labor Task:
For the avoidance of doubt, Iron Mountain will perform services and will invoice non-hourly labor tasks monthly on a Firm Fixed Unit Price per task basis for actual quantities of tasks performed. For tasks identified as hourly labor, Iron Mountain will perform and invoice firm fixed-priced labor tasks at the total rate for the completed task irrespective of actual labor hours incurred to perform the completed task.
☒ Taxes:
Customer will be invoiced and will pay all sales, use, property, ad valorem, value added, or similar taxes imposed as a result of the services, except for any corporate business taxes, franchise taxes, taxes based on Iron Mountain’s income and/or gross receipts, withholding taxes, and personnel-related taxes. If Customer is exempt from a tax noted on an invoice, Customer will provide Iron Mountain with a valid exemption certificate.
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 16 of 18 Public Sector Master SOW Form Rev. 5/21/2024
Section 3
Terms and Conditions
Note: Linked terms and conditions are dated for version control and dated linked versions remain static. At the request of the Customer, hard copies of the checked terms and conditions will be attached to this SOW for ease of reference.
Checked Terms and Conditions are applicable to this SOW and the Contract resulting from it.
☐ Master Agreement between Iron Mountain Information Management, LLC and the Housing Authority of the City of Santa Ana dated January 1, 2024. Contract number A-2023-223.
Negotiation Thresholds. Unless Iron Mountain and Customer have previously negotiated and currently have an agreement in place for the services describe in Section 1 hereof, Iron Mountain will not negotiate terms and conditions for a contract resulting from this SOW for a contract or modification valued at less than $25,000 ($10,000 if, in Iron Mountain’s sole discretion, the Customer’s operational/technical/compliance requirements are materially different from those of the Customer’s current agreement.) Changes. Requests by Customer for changes in specifications, place or time of performance, or other performance or delivery requirements, including without limitation the assumptions upon which pricing is based, must be accepted by Iron Mountain, and will entitle Iron Mountain to an equitable adjustment in the price or performance schedule or both.
Order of Precedence. In the event of inconsistency or conflict, the terms of this SOW, including those incorporated by reference, will have precedence over the terms and conditions of a Purchase Order, Task Order or other Customer documentation related to the subject matter of this SOW.
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 17 of 18 Public Sector Master SOW Form Rev. 5/21/2024
Other Terms or Conditions:
Any Purchase Order issued as a result of this SOW must include the following language:
"Iron Mountain's performance of services under this Purchase Order will be subject to the terms and conditions of Consultant Agreement by and between the Housing Authority of the City of Santa Ana ("Customer") and Iron Mountain Information Management, LLC ("Iron Mountain") effective as of January 1, 2024 (the "Agreement"). All additional or inconsistent terms and conditions in this Purchase Order, except with respect to price, quantity, and location-specific terms, are expressly rejected by the parties."
EXHIBIT 2
Use or disclosure of data contained in this page is subject to the restriction on the title page of this proposal. ironmountain.com | 1.800.899.IRON (4766) Page 18 of 18 Public Sector Master SOW Form Rev. 5/21/2024
Section 4
Acknowledgement/ Acceptance
(Checked statement applies to this SOW)
☒ State or Local Government, or Higher Education Customer Customer and Iron Mountain through their respective authorized representative, signify their agreement to and acceptance of this SOW by their signatures below, effective as of the later date of execution (the “Effective Date”).
Customer: City of Santa Ana Housing
Authority Iron Mountain
Authorized Signature: Authorized Signature:
Name of Individual Signing (Print): Name of Individual Signing (Print):
Title: Title:
Signing Date: Signing Date:
EXHIBIT 2