FundView Master Subscription Agreement

Version 2.0 Effective August 28, 2026Superseded September 5, 2026 by version 2.1.

This Master Subscription Agreement (the “MSA”) is between FundView Finance LLC, an Indiana limited liability company doing business as FundView (“FundView”), and the Indiana school corporation or other public entity identified in an Order Form (“District”). It governs District’s use of the FundView software service.

1. Contract documents

1.1 Complete agreement. The agreement consists of: (a) this MSA in the version identified on the Order Form; (b) each Order Form signed by both parties; and (c) the FundView Data Protection and Security Addendum (“DPA”) in the version identified on the Order Form.

1.2 Priority. If the documents conflict, the Order Form controls only for fees, subscription dates, purchased modules, and expressly identified special terms; the DPA controls for privacy, data handling, security, incident response, return, and deletion; and this MSA controls otherwise.

1.3 Version lock. The versions identified on a signed Order Form govern that Order Form for its term. A later website version does not amend an existing agreement unless both parties agree in writing or sign a later Order Form that expressly adopts it. FundView will retain and provide archived versions on request.

1.4 Purchase documents. A purchase order, procurement portal, vendor form, or similar District document is administrative only and does not add or change contract terms unless FundView expressly agrees in a writing signed by an authorized representative.

2. Service and access

2.1 Subscription. During the Subscription Term, FundView grants District a limited, nonexclusive, nontransferable right for its authorized users to access and use the service and modules identified on the Order Form (the “Service”) for District’s internal governmental and educational operations.

2.2 Users. District designates authorized users and is responsible for their compliance with this MSA. Users must keep credentials individual and confidential. District will promptly notify FundView when access should be changed or removed.

2.3 Support. FundView provides support at support@fundviewk12.com and will acknowledge support requests within one business day. FundView will use commercially reasonable efforts to resolve reported issues. Unless an Order Form says otherwise, no telephone-support, severity-response, uptime-percentage, or service-credit commitment applies.

2.4 Availability and maintenance. FundView will use commercially reasonable efforts to make the Service available and will give advance notice of planned maintenance when practicable. FundView may modify the Service but will not materially reduce the functionality District purchased during the current Subscription Term.

3. Acceptable use

District will not, and will not permit a user to: (a) share an account; (b) access another customer’s environment or data; (c) probe or test security without prior written permission; (d) reverse engineer the Service except where applicable law does not permit that restriction; (e) resell or provide the Service to a third party; (f) introduce malicious code or interfere with operation; or (g) use the Service unlawfully.

FundView may suspend access reasonably believed to present an immediate security or operational threat. FundView will notify District promptly, limit the suspension to the affected access where practicable, and work to restore access.

4. District Data

4.1 Ownership. “District Data” means data, files, and content submitted to the Service by or for District and reports, narratives, projections, and other output generated from that data. As between the parties, District owns District Data. FundView acquires no ownership interest in it.

4.2 Limited use. FundView may process District Data only to provide, secure, support, and improve the Service for District, to follow District’s documented instructions, and to comply with law. FundView will not sell District Data, use it for advertising, or use or permit it to be used to train a general-purpose or third-party artificial-intelligence model.

4.3 Export. District may use available export features during the term. Additional return and deletion obligations appear in the DPA.

4.4 Feedback. FundView may use suggestions about the Service without restriction, provided feedback does not include District Data or confidential information.

4.5 Publicity. FundView may not use District’s name, marks, testimonial, or status as a customer in marketing without District’s prior written permission. Permission, if any, should be stated on the Order Form.

5. Public records

The parties acknowledge that District is subject to public-records and records-retention laws. District remains the records custodian and decides how to respond to requests. FundView will provide reasonable routine assistance and available exports at no additional charge. Nothing in this MSA restricts a disclosure District is legally required to make.

6. AI-enabled features

6.1 Disclosure. The Service may use artificial intelligence for narratives, analysis, assistant responses, and document extraction. AI-generated output may be incomplete, inaccurate, or fabricated and must be reviewed by qualified District personnel before official, financial, board, filing, or public use.

6.2 FundView commitments. FundView will: (a) send District Data to an AI provider only as necessary to provide enabled features; (b) use commercial services whose applicable terms do not permit training on FundView customer content by default; (c) not opt District Data into model training; (d) not train FundView models on District Data; (e) use documented, limited retention settings; and (f) identify AI providers on the Subprocessor List.

6.3 Human control. Where the Service supports publication, District is responsible for reviewing and approving the content before publication. FundView’s validation and review features reduce risk but do not guarantee accuracy.

6.4 Output ownership. As between the parties and to the extent permitted by law, District owns output generated from District Data. FundView makes no representation that AI output is protectable by intellectual-property law or free of third-party claims.

7. Decision-support limitation

The Service organizes, computes, analyzes, and visualizes financial information. It is not District’s accounting system or system of record and does not provide legal, accounting, investment, tax, bond, or regulatory advice. District’s official records and primary government sources control if they conflict with the Service. District remains responsible for official filings, budgets, reports, decisions, and board actions.

8. Fees and payment

8.1 Fees. Fees, billing schedule, and any one-time implementation charge are stated on the Order Form. A one-time fee is not charged again on renewal unless the parties expressly agree to new implementation work.

8.2 Payment. Payment is due 45 days after invoice or on District’s standard lawful claims cycle if longer. FundView does not require credit-card payment and does not charge interest or late fees.

8.3 Disputed and overdue amounts. District will notify FundView promptly of a good-faith dispute. If an undisputed amount is more than 60 days overdue, FundView may suspend access after at least 15 days’ written notice and an opportunity to cure.

8.4 Taxes. Fees exclude taxes. FundView will honor applicable governmental exemption documentation.

9. Term, renewal, and termination

9.1 Term. This MSA begins on the first Order Form’s effective date and continues while an Order Form remains in effect. Each Order Form states definite start and end dates and whether it renews.

9.2 Renewal notice. For a term of one year or longer, FundView will provide proposed renewal terms at least 90 days before expiration. Renewal occurs only as the Order Form states and subject to lawful appropriation.

9.3 Non-appropriation. District’s obligations are subject to appropriation and availability of funds. If funds are not lawfully appropriated or available, District may cancel at the end of the funded fiscal period without penalty, will pay for Service received through that date, and will give prompt written notice.

9.4 Cause. Either party may terminate an affected Order Form for a material breach not cured within 30 days after written notice. If a breach cannot reasonably be cured within 30 days, the breaching party must begin cure within that period and diligently complete it, except that payment breaches must be cured within 30 days.

9.5 Discontinuation. If FundView discontinues the Service for reasons other than District’s uncured breach, FundView will give at least 90 days’ notice when practicable, provide the DPA export, and refund prepaid fees allocable to the unused period.

9.6 Effect. Access ends at expiration or termination. Accrued payment obligations and the DPA’s return and deletion procedures survive.

10. Confidentiality

Each party will use reasonable care to protect the other’s nonpublic confidential information and use it only to perform the agreement. Confidential information excludes information that the receiving party can document: (a) is public without breach; (b) it already lawfully knew without restriction; (c) it receives lawfully from another source without restriction; or (d) it independently develops without use of the other party’s information.

A party may disclose information when legally required after giving advance notice where lawful and reasonably assisting with protective measures. District’s public-records obligations control. FundView’s duties for District Data continue until return or deletion under the DPA; other confidentiality duties survive for three years.

11. Security and privacy

FundView will maintain reasonable administrative, technical, and organizational safeguards described in the DPA. The DPA governs authorized processing, Subprocessors, incident notice, data location, restricted data, return, and deletion.

12. Warranties and disclaimers

12.1 Mutual authority. Each party warrants it has authority to enter the agreement.

12.2 FundView warranties. FundView warrants that: (a) the Service will perform materially as described in the applicable documentation and Order Form; (b) it will provide the Service with reasonable skill and care; and (c) it owns or has sufficient rights to provide the Service.

12.3 Remedy. District will notify FundView of a warranty breach in reasonable detail. FundView will use commercially reasonable efforts to correct it. If FundView cannot correct a material breach, District may terminate the affected Order Form and receive a prorated refund of prepaid unused fees.

12.4 Disclaimer. Except for express warranties in the agreement, the Service is provided without other warranties, including implied warranties of merchantability, fitness for a particular purpose, title, and noninfringement, to the extent permitted by law. FundView does not warrant a particular AI output or an outcome from a decision made using the Service.

13. Intellectual-property claims

FundView will defend District against a third-party claim that the unmodified Service, used as permitted, infringes a United States patent, copyright, or trademark or misappropriates a trade secret, and will pay damages finally awarded or included in a settlement FundView approves. District must promptly notify FundView, permit FundView to control the defense and settlement, and reasonably cooperate at FundView’s expense. FundView may not settle in a way that admits District wrongdoing or imposes a nonmonetary obligation on District without consent.

This duty does not cover claims caused by District Data; unauthorized modification or use; combination with items FundView did not supply; compliance with District specifications; or the content of AI output. FundView may obtain continued rights, modify or replace the affected Service, or terminate it and refund prepaid unused fees. This Section states District’s exclusive remedy for covered infringement claims.

District is not required to indemnify FundView.

14. Limitation of liability

14.1 General cap. Except for Section 14.3, each party’s total aggregate liability arising from the agreement will not exceed fees paid or payable under the affected Order Form during the 12 months preceding the event giving rise to liability.

14.2 Excluded damages. Neither party will be liable for indirect, incidental, special, consequential, exemplary, or punitive damages or lost profits or revenue, even if advised they were possible.

14.3 Exceptions. The general cap does not apply to FundView’s obligations under Section 13 or either party’s fraud or willful misconduct. FundView’s aggregate liability for breach of confidentiality or the DPA’s security and incident-notice duties will not exceed three times the fees paid or payable under the affected Order Form during the preceding 12 months.

14.4 Governmental protections. Nothing waives any defense, immunity, statutory damages limitation, or other protection available to District, including under the Indiana Tort Claims Act, or obligates District beyond lawfully appropriated funds.

15. Insurance

FundView will maintain the insurance, if any, stated on the Order Form or an attached certificate. Upon request, FundView will provide current evidence of coverage. Insurance does not expand liability beyond Section 14.

16. Accessibility

FundView will use commercially reasonable efforts to support District’s applicable accessibility obligations for public content delivered through the Service. FundView will provide its current accessibility statement and any then-current conformance documentation on request. FundView does not represent full conformance unless a written conformance report expressly supports that representation.

17. Intellectual property

FundView and its licensors own the Service, software, designs, templates, documentation, and improvements. District receives only the subscription rights stated in the agreement. District owns District Data under Section 4.

18. General

18.1 Law and venue. Indiana law governs. Exclusive venue lies in an Indiana state court with jurisdiction over Elkhart County or the United States District Court for the Northern District of Indiana, subject to District’s nonwaivable governmental rights.

18.2 Notices. Legal notices must be sent to the contacts on the Order Form by email with confirmation of receipt, nationally recognized overnight delivery, or certified mail. Security-incident notices follow the DPA.

18.3 Assignment. Neither party may assign the agreement without the other’s written consent, except FundView may assign it with written notice in a merger, reorganization, change of control, or sale of substantially all assets relating to the Service. The assignee must assume the agreement. If District reasonably objects to the assignee, District may terminate within 30 days, receive a prorated refund, and obtain its data export.

18.4 Independent contractors. The parties are independent contractors. The agreement creates no partnership, agency, fiduciary, franchise, or employment relationship.

18.5 No third-party beneficiaries. The agreement benefits only the parties and permitted successors and assigns.

18.6 Force majeure. Neither party is liable for delay caused by events beyond reasonable control, excluding payment obligations and obligations to protect District Data. The affected party will mitigate and resume performance promptly.

18.7 Entire agreement; amendment. The documents in Section 1 are the entire agreement. An amendment must be in a writing signed by authorized representatives of both parties.

18.8 Electronic signatures; counterparts. Signatures may be electronic and in counterparts, each treated as an original.

18.9 Severability; waiver. An unenforceable term will be limited to the minimum extent necessary and the remainder continues. A waiver must be written and is not a continuing waiver.

18.10 Survival. Sections concerning ownership, confidentiality, payment accrued before termination, warranties and remedies, intellectual-property claims, liability, and general terms, plus the DPA provisions intended by their nature to survive, remain effective.

19. Acceptance

The parties accept this MSA by signing an Order Form that identifies MSA Version 2.0 and DPA Version 2.0. The Order Form must be signed by FundView Finance LLC d/b/a FundView and District.