4 SECTION 2. That the amount of Eighteen-Thousand Five-Hundred Dollars ($18,500.00) for the first year of services will be available in the Fiscal Year 2024-2025 Budget allocated from the following account number:
Account Code Account Name Amount
1001-650-000-4222 General Fund, City Controller Dept $18,500.00 Software Services
SECTION 3. That a purchase order shall be issued to Envisio Solutions Inc for audit finding organization and reporting, from the following Account Number in the amount of Eighteen-Thousand Five-Hundred Dollars ($18,500.00) for the first year of services:
Account Code Account Name Amount
1001-650-000-4222 General Fund, City Controller Dept $18,500.00 Software Services
SECTION 4. That funds will be allocated and a purchase order generated for the services provided under Envisio Solutions Inc from future approved City budgets.
SECTION 5. That a copy of this Resolution shall be filed in the offices of the City Clerk, City Attorney, City Manager, and City Controller.
SECTION 6. That the Mayor shall sign and the City Clerk shall attest to the adoption of this Resolution.
ADOPTED this ____________ day of _____________, 2025.
_______________________________
MAYOR OF THE CITY OF COMPTON
ATTEST:
_______________________________
CLERK OF THE CITY OF COMPTON
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss
CITY OF COMPTON )
I, Satra D. Zurita, City Clerk of the City of Compton, hereby certify that the foregoing Resolution was adopted by the City Council of the City of Compton, signed by the Mayor and attested by the City Clerk at a regular meeting thereof held on this ___________ day of ________________, 2024.
Resolution No. _________
5 That said Resolution was adopted by the following vote, to wit:
AYES: COUNCILMEMBERS -
NOES: COUNCILMEMBERS -
ABSTAIN: COUNCILMEMBERS -
ABSENT: COUNCILMEMBERS -
____________________________________
CITY CLERK OF THE CITY OF COMPTON
Envisio’s Proposal for the
City of Compton, California
Envisio Solution for Managing Single Audit Report
Corrective Action Plans & Corporate Performance
Updated: December 11, 2024
(Original: April 10th, 2024)
Envisio designated point of contact:
Mark Kachmar
Senior Account Executive
[email protected]
Submitted by:
Envisio Solutions, Inc.
Letter of Introduction
On behalf of the Envisio team, I am excited to share this proposal for the City of Compton. We commend the leadership at the City of Compton for their commitment to high-performing governance, accountability, and transparency. We are very excited about the opportunity to partner with you!
At Envisio, we believe trusted public agencies create thriving communities. Our mission is to be your trusted partner to make your vision a reality and performance transparent by providing purpose-built software and expert services to execute and report on plans, projects, and performance measures.
Envisio is the premier choice for public agencies seeking a software solution and professional expertise in strategy execution, performance management, project management and progress reporting. Our exclusive focus on the public sector, user-friendly software, and partnership approach positions Envisio as the go-to solution.
By partnering with Envisio you will:
● Enhance Strategic Planning & Execution: Incorporate dynamic planning and a data-driven approach to ensure that activities align with the goals and needs of the community. ● Increase Public Trust & Transparency: Share your story with public-facing dashboards to promote transparency and engage with your community.
● Improve Visibility & Alignment: Encourage a culture of accountability and results to enhance the quality and effectiveness of public services and achieve community outcomes. ● Save Time: Modernize monitoring and reporting, automating data collection, progress updates,report and dashboard creation.
● Drive Evidence-Based Decisions: Elevate performance management practices and use performance data in decision-making.
We work exclusively with the public sector and have partnered with more than 160 organizations. Our customer base includes 16 What Works Cities certified or member cities and 7 ICMA Certificate of Excellence recipients for Performance Management. Notable cities such as Denton, TX, Waco, TX, Corona, CA, Kansas City, MO, Albuquerque, NM, and Grand Rapids, MI, are part of our customer community.
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Company Details
Company Name Envisio Solutions, Inc.
Website www.envisio.com
Company Background
12 years in business. Envisio was founded in 2012 by a team of entrepreneurs who share a passion for public service and building technology to transform how public sector organizations develop and execute plans, track and improve performance, and communicate results.
Company Overview
Envisio is the premier choice for public agencies seeking a software solution and professional expertise in strategy execution, performance management, project management and progress reporting. Our exclusive focus on the public sector, user-friendly software, and partnership approach positions Envisio as the go-to solution.
As your dedicated partner, we go beyond being a mere vendor. Our commitment to your success is evident in our comprehensive implementation and consulting services and ongoing support from pre-implementation through adoption and beyond.
Core Competencies
Envisio’s core competencies are:
● User-friendly Technology
● Implementation & Consulting Services
● Strategic & Operational Planning
● Project Management
● Performance Measurement & Management
● Data Analysis & Visualization
● Progress Reporting
● Community Dashboards
● Performance Benchmarking
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Implementation Services
Implementation, training & adoption supportresources include:
● Dedicated Implementation Consultant
● Live Consultation Sessions
● On-demand Video Learning Courses
● Guided Plan & Data Building Sessions
● Hands-on Training Sessions
● Customized Reporting Framework
● Public Dashboard Design & Promotion Kit
● Process & Change Management Support
Consulting Services
Consulting supportresources include:
● Dedicated Planning & Performance Coach
● Operational Planning Services
● Performance Measurement Services
Ongoing Support
Ongoing supportresources include:
● Dedicated Customer Success Manager
● Access to Envisio’s Academy
● Access to Envisio’s Knowledge Base
● Access to Envisio’s Live Agent Help Center
● Access to High-Performing Public Sector Community
Pricing Model
Envisio provides unlimited users. This scalability will empower you to accommodate evolving needs and a growing user base without any limitations. envisio.com 4
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Cost Proposal (Updated December 11, 2024)
Product & Service Description Price
Get Started Subscription License
Includes 1 Plan
- Audit Findings & Corrective Action
Plan
● Access to Plans, Projects, Analytics & Public
Dashboard
● Unlimited Users
● Unlimited Reports
● Unlimited Internal Dashboards
● Unlimited Public Dashboards
● Single Sign-On (SSO) & Setup
$14,500
Annual Fee
Implementation Services
See Scope of Work (SOW) for details
● 1 Plan Implementation
● Projects Implementation
$4,000
One-time Fee
Single Audit Finding Corrective Action Plan SUB-TOTAL $ 18,500 Consulting Services
See Scope of Work (SOW) for details
● Performance Measurement Full Facilitation Service
for 14 Departments
$39,825
One-time Fee
Implementation & Build Services
See Scope of Work (SOW) for details
● Performance Measure Implementation
● Performance Measure Build
$27,150
One-time Fee
Performance Measurement Development SUB-TOTAL $ 66,975
TOTAL $ 85,475
Upon your request, Envisio has included supplemental consulting, implementation and build services to help the City of Compton implement a city-wide performance measurement framework. This involves working with 14 departments to: (please referto attached Scope of Work forfurther details) ● Identify Performance Measures: Develop up to 10 measures per department (140 total) aligned with the city-wide and departmental goals.
● Facilitate Workshops: Conduct workshops to engage departments in defining, measuring, and tracking performance measures.
● Data Collection Planning Assist departments in collecting and analyzing data to inform decision-making.
● Visual & Dashboard Development: Create interactive visuals and dashboards to visualize performance measures for each department to monitor and track progress. ● Training & Ongoing Support: Provide training and ongoing support to ensure the effective use of the performance measurement framework.
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Procurement Methods
When procuring Envisio, multiple methods are available to accommodate your organization’s needs.
Each procurement method offers distinct advantages, and Envisio provides the resources necessary to support your selected approach.
Direct Procurement: Direct procurement is used for purchasing software or services directly from Envisio when the total cost is below a certain threshold or when an informal procurement process is allowed. Upon request, Envisio will provide a Master Service Agreement (MSA) and formal quote to be reviewed and approved.
Sole Source: Sole source procurement is used when a vendor provides unique capabilities and/oris the only vendor capable of delivering the required software or services, making competitive bidding impractical. Upon request, Envisio will provide detailed documentation to demonstrate our unique capabilities and support the sole source justification.
Cooperative Contract: Cooperative contracts allow local governments to purchase software or services through agreements already negotiated by other public entities or purchasing consortia.
Envisio participates in numerous cooperative contracts (i.e., NASPO, and OMNIA Partners), making it easy to take advantage of pre-negotiated terms. Upon request, Envisio can guide you through accessing and utilizing these contracts. This may include additional costs.
Reseller Partnership with Tyler Technologies: Envisio has a formal partnership with Tyler Technologies, allowing local governments to easily procure our software and services through existing contracts in place with Tyler, typically for their ERP solutions. This established relationship simplifies the procurement process by leveraging an agreement already in place, providing an efficient path for procuring Envisio.
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Appendix B - Scope of Work
(SOW)
Submitted by:
Envisio Solutions, Inc.
Overview of Services Proposed
Our Unique Process - Strategy Meets Execution
Implementation Services
Envisio values ease of onboarding and comprehensive training, and we are dedicated to high-quality service and customer satisfaction. Our Professional Services and Implementation teams will work togetherto ensure you receive the proper support and training at the right time. Our customer engagements are led by a team of in-house planning, performance management, and local government experts who consult on the best ways to configure Envisio to your unique plans and performance measures. We follow best practices in technology deployment that have been refined over hundreds of successful implementations. We design with the result in mind, ensuring your configuration and training in Envisio meet all of your communication and tracking goals.
Consulting Services
Our professional services are designed for customers who do not have the time and capacity to design and/or build their plan details and performance measures in Envisio. You see the value in communicating planning and performance measure data and are keen to adopt this practice in your organization, but have steps to complete before you can effectively get started. Envisio’s Planning and Performance Coaches fill these gaps with our professional services offerings and build that capacity on yourteam. We know Envisio inside and out; let us take the heavy load off your organization’s shoulders to help you design and gatherthe information you need to use the Envisio platform to its full value.
Continued Support
Your partnership with Envisio is an ongoing one. We will be with you every step of the way on your customerjourney as you continue to achieve your goals. Your dedicated Customer Success Manager will guide you through the required business process change, successfulrollout, and full solution adoption in Envisio. Once you’ve achieved your current goals, we will work with you to define new goals, always pushing your organization to expand your sophistication and become a star performer in the planning and performance management space.
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Envisio Implementation Service
Get started on the rightfoot, every time, for all of your plans and performance measures.
Begin yourjourney with Envisio on a strong path to building your planning, performance, and project management toolkit. Ourimplementation consultants guide you through a prescriptive, proven process to implement the software and empower your organization forlong-term success. We work directly with yourteam to configure the software, share best practices to enable the organization through change management, and automate reporting to ensure consistent communication on your plan’s progress and performance. We host training sessions to ensure all of your users know how, when, and - most importantly - why to input their updates to Envisio, as well as leadership report training to provide yourleadership team with direct insight into the results of the plan and understand the importance of regularly scheduled reviews of progress, using Envisio reports.
Ourimplementation services enable you to build your plan and performance measures in Envisio, to ensure yourteam can easily provide ongoing updates and share progress with both internal and external stakeholders. We host collaborative weekly consultation sessions as you build and configure the software, and equip you with best practices along the way to ensure your planning and performance remain in focus throughout the organization as time goes on. We develop a reporting framework and automate the delivery of both reminder notifications and results reporting, and set up templates to give yourteam the guidance they need to input meaningful updates.
At the end of yourimplementation, your organization will be ready to execute your plan and share performance-proven results with stakeholders to share the story of your success. envisio.com
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Performance Measure Development
Let Envisio take the guesswork out of your performance measures for your plan and help you design an initial set of measures that tell a meaningful story. Our Planning and Performance Coaches work with you to uncover existing quantitative data already being gathered at your organization and employ it in new ways to produce greater value.
We also engage your key stakeholders to understand the story of performance that is meaningful to ensure we are designing with the end audience in mind. We draw from hundreds of customers and partners in our existing networks to inform your design process with relevant best practices from otherjurisdictions and organizations.
This service will help you create an initial set of performance measures, or build on those that already exist, to construct a cohesive and compelling story around your plan. Envisio will conduct a review to identify quantitative information that already exists at the organization and determine how itrelates to the plan—from there, we’ll help you build out any missing measures. We will bring this information togetherin a workshop format to support your organization in designing an overarching set of performance measures that provides a holistic overview of your progress.
Our process is designed to build capacity in organizational leaders who can work with their staff to build meaningful performance measures. While the top levels of an organization often determine the performance measures, the data that supports the performance measures is dispersed throughout the organization. To have an executable and resource-efficient professional service scope, we will draw on key leaders at your organization to reach out to theirteams to gatherthe quantitative data the projectrequires. We work with your key leaders, building their capacity to lead the development and implementation of performance measures internally. We ensure they have the appropriate resources and tools so they can draw from this process to design performance measures in the future.
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Scope of Work - Single Audit Report &
Corrective Action Plans (Audit Findings)
Envisio implementation follows a prescriptive process to guide your organization to early success using the platform, along with robustreporting and training for yourteam.
Plans Implementation
Project Kick-Off
During this phase of work, we introduce key team players and define projectroles, define a work plan to accomplish project deliverables, and take stock of existing plan details to inform subsequent phases of work.
During this phase Envisio will:
● Host a partnership kick-off meeting with key stakeholders to get to know yourteam and define roles,responsibilities, timelines, and communication channels. ● Host an executive leadership meeting to present our partnership journey, an Envisio roll-out plan, and our expectation of theirrole as the key to success ● Document and define a detailed implementation plan outlining the phases, milestones, and timelines of ourimplementation process for your organization. ● Review the finalized plan your organization will input to Envisio through the implementation phase, and prepare recommendations surrounding the plan structure. ● Provision your Envisio instance forinitial access and provide logins for up to thirty (30) key project participants to access the platform. Your organization will be able to add additional users to the platform without limitation.
● Provide up to four(4) hours of Project Management time throughout implementation.
Service is provided until all other services are delivered orten (10) weeks contiguous from project kick-off, whichever occurs first.
During this phase You will:
● Define and share participants forthe partnership kick-off meeting ● Confirm your organization's goals and timeline expectations ● Acquaint yourself and yourteam with ourimplementation process ● Select the plan forimplementation and coach review and share with Envisio envisio.com
Key Deliverables
● Detailed implementation project plan tracker with timelines defined, outlining key implementation milestones and deliverables. This tracker will serve as a valuable tool to monitor progress and ensure timely completion of tasks. ● Envisio Instance Provisioned and Logins Created: up to thirty (30) initial users are sent login credentials and your Envisio instance is ready to use.
Plans Implementation - Get Started
To implement your priority plan in Envisio, a dedicated implementation consultant will guide your project champion and plan owner/builderthrough a prescriptive implementation process to ensure the successful launch of your plan in the Envisio platform.
During this phase Envisio will:
● Host five (5) weekly, one-hourimplementation consultation sessions to train and provide support and guidance as you configure your Envisio instance for optimal use and input your plan into the system.
○ System configuration and plan structure framework consultation ○ Reporting dates and update cadence consultation
○ Internal Reporting framework consultation and build session ○ Public Dashboard consultation and build session
○ Preparation for user and leadership training
● Collaborate with you to build one (1) draft Public Dashboard, which can be shared internally to showcase early successes and milestones achieved through the platform's usage, and published for public consumption later, when appropriate. ● Build five (5) standard, best practice reports and provide support and guidance as you customize these reports to your organization’s needs.
● Host one (1) one-hour ad-hoc support session as needed, in case of additional questions throughout building of the plan or public dashboard.
● Host two (2) one-hourtraining sessions for non-administrative Envisio users:
○ End-usertraining to teach staff how to input updates to the plan, and set cadence expectations
○ Leadership report training to share builtreports with the leadership team and best practices on how to leverage reports to keep the plan in focus envisio.com
During this phase You will:
● Actively participate in implementation consultation sessions: Your active participation in implementation consultation sessions is vital for aligning Envisio's configuration with your organization's specific requirements.
● Familiarize yourself with technical usage: To empower yourteam with the necessary skills to build plans and other administrative setup, you will watch on-demand learning video courses.
These courses provide insights into the technical aspects of the platform, facilitating a smooth onboarding process.
● Dedicate time to building your plan(s): It will be important that you dedicate time to building your plan(s) and completing assigned "homework" assignments after each consultation session with yourImplementation Consultant.
Key Deliverables
● Your operationalized plan entered into Envisio platform,ready to receive updates ● Configured reporting periods and automated update notifications ● Historical updates entered, if applicable (i.e. when entering established plans) ● Draft public dashboard built,ready to be socialized internally ● Five (5) standard, best practice reports configured and scheduled to your organization’s needs
Projects Implementation
In this phase our expert trainers will equip yourteam with the capacity to build, manage, and track projects in Envisio.
During Projects implementation, Envisio will:
● Host three (3) weekly, one-hour consultation/build sessions to train and provide support and guidance as you build your projects in Envisio.
○ Projects configuration and best practices
○ Project and task building
○ Projects dashboard, plan linking, and reporting
● Host one (1) one-hour ad-hoc support session as needed, in case of additional questions throughout building.
● Host one (1) one-hour project managertraining session envisio.com
During Projects implementation, You will:
● Actively participate in online admin training sessions: Our expert trainers will conduct dedicated online admin training sessions to equip yourteam with the knowledge and skills required to fully utilize Envisio’s Projects module, including related reporting and plan linkage, where appropriate.
● Build project(s) and tasks: Following best practice recommendations for structure, and with the support of yourImplementation Consultant, you will build your projects into Envisio ● Projects Dashboards: Yourteam will construct Projects dashboards, tailored to topical needs, showcasing your ongoing projects in a coherent and visually appealing manner. ● Map Projects to Plans (where appropriate): If applicable, you will link your projects to specific plan elements, ensuring accurate representation of performance data.
Key Deliverables
● Up to ten (10) Projects and a corresponding set of tasks built in Envisio with start/end dates and ownership, where defined
● Two project-specific reports, automated from Envisio, dependent on plan linking ● One (1) draft Projects Dashboard created
● Project Managertraining
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Implementation Timeline
Implementation phases are flexible and can be adjusted to suit your organization’s readiness and needs. Each implementation phase is broken out into its own timeline below.
Envisio and The Customer agree that implementing Envisio is a shared responsibility. Neither Envisio nor The Customeris expected to have resources available to mitigate timeframe slippage caused by the other party. Delays on the part of The Customer, including putting the project on temporary hold or changes in project personnel, may result in a Change Orderto coverthe cost of restart,rework, rescheduling, and retraining.
Plans Implementation Timeline
Our standard timeline to complete Plans Implementation is eight (8) weeks and typically follows the general timeline below. These timelines are subject to tasks and activities assigned to yourteam being completed on time. Projects Implementation
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Timeline W1 W2 W3 W4 W5 W6 W7 W8
Phase 1: Project Kickoff & Internal Scan p p
Task 1.1 - Host partnership kickoff meeting t
Task 1.2 - Host an executive leadership meeting t
Task 1.3 - Document and define a detailed implementation plan t
Task 1.4 - Review the finalized plan your organization will input to Envisio t
Task 1.5 - Provision your Envisio instance for initial access t Task 1.6 - Project Management t t t t t t t t
Phase 2: Plans Implementation p p P P P P P
Task 2.1 - Host four (4) weekly, one-hour implementation consultation sessions t t t t
Task 2.2 - Collaborate with you to build one (1) draft Public Dashboard t
Task 2.3 - Build five (5) best practice, standard reports and support customization t
Task 2.4 - Host one (1) one-hour ad-hoc support session t envisio.com
Task 2.5 - Host two (2) one-hour training sessions t t
Phase 4: Projects Implementation p p p p p p
Task 4.1 - Host three (3) weekly, one-hour consultation/build sessions t t t
Task 4.2 - Host one (1) ad-hoc support session t
Task 4.3 - Host one (1) project manager training session t Scope of Work - Departmental Performance
Measures
Performance Measure Development Phase Details
Phase 1: Project kick-off & internal scan
During this phase of work, we will define the work plan to accomplish the project deliverables and take stock of existing quantitative data and plan information to inform subsequent phases of work.
During this phase Envisio will:
● Host a project kick-off meeting.
○ Confirm the finalized work plan, timelines, communications standards and project team, including roles and responsibilities.
○ Determine the approach for Envisio to get access to necessary information forthe internalreview.
■ Plan document(s)
■ Scan of existing quantitative data being measured
○ Answer key questions related to Phase 2. Identify any additional information required to support the design. This could include:
■ Setting the workshop schedule and participants
● Review background documentation, including existing performance measures collected by the organization (quantitative data), the plan the measures are being designed to support, and any otherrelevant documents to gain furtherrelevant context about the project scope.
During this phase You will:
● Attend and actively participate in all meetings.
● Provide your plan and any additional documentation that will support Envisio in gaining an understanding of your desired measures.
● Support Envisio in conducting an internal scan to identify existing quantitative data at the organization.
Key Deliverables
● Finalized workplan and project timeline
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● Completed scan of existing quantitative data collected by the organization Phase 2: Performance Measure Design
In Phase 2, Envisio will complete work to support a productive design process forthe client. This pre-design work will entail hosting a meeting with your project team to review the internal scan of existing quantitative data and determine which data tells a meaningful story toward Department performance. We will also look at best practices from similarjurisdictions to provide you with examples of measures that could be applied in your organization. With this information, yourteam will be armed with the context you need to enterthe structured design workshops ready to create a set of initial measures that will meaningfully tell the story of performance towards their department.
During this phase Envisio will:
● Host a remote workshop with your project team to review the results of the scan and evaluate what existing quantitative data can contribute meaningfully to your plan. ● Complete an external scan to provide relevant measures from otherjurisdictions/ organizations to demonstrate best practices.
● Compile all of this information togetherin a briefing document that workshop participants can review before the design sessions to gain relevant context. ● In partnership with the client, design and facilitate a series of up to three (3)remote workshops to design and select an initial set of performance measures which will enable departments to tell their story (up to ten (10) measures per department). Each workshop will be conducted with up to two (2) departments at a time, for a total of up to twenty-one (21) workshops (7 x defining core services, 7 x identifying performance measures, 7 x data collection plan). We anticipate each workshop will take up to two (2) hours and cover key topics such as:
○ Workshop 1: Defining Core Services
○ Workshop 2: Identifying Performance Measures
○ Workshop 3: Data Collection Plan
● In between scheduled workshops, Envisio will offer coaching support (up to fourteen (14) one-hour sessions) to support department managers in gathering the right information before the next design workshop.
During this phase You will:
● Attend a meeting to review results from the initial scan and evaluate which quantitative data is mostrelevant for your organization in telling the story of your plan. ● Identify the staff who should participate in the performance measure design workshops. envisio.com
● Review briefing documents before attending the performance measure design workshops. ● Attend and participate in the performance measure design workshops and coaching sessions.
Key Deliverables
● Briefing document with:
○ Results from the internal scan and further evaluation process ○ Summary of findings from the externalreview and best practice recommendations ● Up to twenty-one (21)remote workshops to design the initial set of performance measures ● Up to fourteen (14) coaching support sessions to work through any barriers in the design process
● Set of up to ten (10) performance measures per department that tell a meaningful story of their progress
Phase 3: Finalizing Performance Measures
In Phase 3, Envisio will work with the project team on any outstanding items to finalize the initial performance measures. Once measures are finalized, Envisio will host a remote workshop with the project team to review and finalize the measures.
Envisio and The Customer agree that the completion of phase three is a shared responsibility.
Neither Envisio nor The Customeris expected to have resources available to mitigate timeframe slippage caused by the other party. Delays on the part of The Customer, including putting the project on temporary hold or changes in project personnel, may result in a Change Orderto coverthe cost of restart,rework,rescheduling, and retraining. Phase three services are provided until all services are delivered or 90 days contiguous from the start of phase 3, whichever occurs first.
During this phase, Envisio will:
● Host a remote meeting with the project team to review the initial set of measures defined and make any final edits to these measures to finalize them. ● Work with the project champions remotely to support them in gathering remaining information to fill identified gaps.
● Compile all finalized Performance Measure information into an Excel document During this phase, You will:
● Attend and actively participate in all meetings and workshops. ● Provide feedback and final approval on the final set of measures. envisio.com
Key Deliverables
● Finalized set of up to ten (10) measures per department to help them tell their story Phase 4: Performance Measures Build
The Envisio team will build your measures in the system for you, then resume standard implementation training to equip yourteam with the skills to maintain measures, moving forward.
During this phase Envisio will:
● Host a meeting to identify the information required to support the build, including how data is currently used and where it is stored, and gatherfeedback about how you would like your data and visuals built in the system. Envisio will provide a document about the information that must be gathered, including formatting guidelines. ● Review background documentation (e.g. performance measure data) and any otherrelevant documents, to gain a better understanding of the scope of the performance measures to be loaded.
● Build up to five (5) initial data sources and visuals with the data provided. ● Host a meeting to review the build, answer any questions, and get approval to proceed with building remaining data sources and visuals.
● Build up to one hundred and thirty-five (135)remaining data sources and visuals. ● Assign employees to data sources and visuals (as appropriate) and set automated reminders for data maintenance.
● Host a handover session to review the final build and schedule maintenance training or resume standard implementation process.
During this phase You will:
● Attend and actively participate in all meetings.
● Respond to clarification requests and provide input as needed (via email or short check-in calls).
● Provide your performance measure data and additionalrequired information in the correct format, based on the document provided by Envisio. This includes documents and information such as:
○ Data sources
○ Existing visuals
○ Who is responsible for maintaining the data source
○ How often the data source is updated
● Provide feedback and input on the types of visuals you would like built using the system. envisio.com
● Lead logistics around scheduling the Handover and Maintenance Training session, including identifying the appropriate people from yourteam who need to be included in this training, so you are able to maintain and edit your data afterit is loaded Key Deliverables
● Up to one-hundred and forty (140) measures built in Envisio, with necessary data sources and visuals
● Up to fourteen (14) Performance Measures dashboard built, if requested Phase 5: Performance Measures Implementation & Training In this phase, our expert trainers will equip your core team with the internal capacity to maintain and manage performance measures in the software. Ourteam will also work with yourtechnical resources to optimize automation via integration wherever possible, leveraging our open API, SFTP import, or embed codes where appropriate. If applicable, this implementation portion will be completed after consulting services have been delivered to define your performance measures.
During Performance Measures implementation, Envisio will:
● Host three (3) weekly, one-hour consultation/build sessions to train and provide support and guidance as you build your performance measures in Envisio. ○ Envisio Data Source structure
○ Visualizing your data in Envisio
○ Dashboards and plan linking
● Work directly with yourIT resources to test the integration functionality, ensuring data successfully reaches the intended data sources and populates the sample set, as well as up to one (1) Data Source fortwo (2) additional systems. Through testing, we will ensure that data is seamlessly transferred and appears in the related visuals.
During Performance Measures implementation, You will:
● Actively participate in online admin training sessions: Our expert trainers will conduct dedicated online admin training sessions to equip yourteam with the knowledge and skills required to fully build all features in Envisio's Analytics module. This willrequire personnel who are system-savvy analytical thinkers.
● Provide a sample set of data: You will provide a sample set of data with up to five (5) Data Sources and five (5) Visualizations to develop a proof of concept forfurtherintegration work and your data source framework.
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● Build and test integration(s): You will engage yourtechnicalresources to build required integrations to support automated data entry into Envisio. Yourtechnical team will also be responsible for working with ourintegration team to support the testing of integrated data sources. During this phase, the testing of the integration will include up to three (3) systems, including data sources from the sample set of five (5) and one (1) additional data sources for each additional system, for a total of seven (7) data sources. This will serve as the basis for you to continue building out the integration, and add to and maintain it in the future. ● Map Visuals to Corresponding Plan Elements Data (where appropriate): If applicable, you will link visuals to specific plan elements, ensuring accurate representation of performance data.
Key Deliverables
● Performance measures built in Envisio and aligned to your plan (where appropriate) ● Analytics dashboards built to support tracking of performance measures where applicable ● Integration built by yourteam and jointly tested to support automated data entry into Envisio ● API documentation, where applicable
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Performance Measure Timeline
Our standard timeline to complete the performance measure service is five to six (5-6) months. This service is typically completed following the general timeline below. These timelines are subject to tasks and activities assigned to yourteam being completed on time.
Timeline M1 M2 M3 M4 M5 M6
Phase 1: Project Kick-off & Internal Scan p
Task 1.1 - Host project kick-off meeting t
Task 1.2 - Review background documentation and complete internal scan t Phase 2: Performance Measure Design p p p P p
Task 2.1 - Facilitation of a remote workshop to review internal scan and evaluate relevant measures. t
Task 2.2 - Complete external scan of best practices from other jurisdictions/organizations T
Task 2.3 - Compile all information together in briefing document t Task 2.4 - Facilitation of series of three workshops with 14 departments T T Task 2.5 - Provide coaching support T t
Phase 3: Finalizing Performance Measures & Data Collection Plan p p Task 3.1 - Host a remote meeting with the project team to review the initial set of measures defined t
Task 3.2 - Support project champion to gather remaining information t t Task 3.3 - Compile all finalized Performance Measure information t Phase 4: Performance Measures Build p p p
Task 4.1 - Build a sample set of five (5) Data Sources and five (5) Visuals t Task 4.2 - Host a meeting to review the build t
Task 4.3 - Build up to one hundred and thirty-five (135) remaining data sources and visuals. t
Task 4.4 - Host a handover session to review the final build t Phase 5: Performance Measure Implementation p p
Task 5.1 - Host three (3) weekly, one-hour consultation/build sessions t t Task 5.2 - Work directly with your IT resources to test the integration functionality t t
envisio.com
Customer Support Resources
Envisio’s Customer Success Team and Technical Support is available Monday to Friday, between 8 am and 6 pm EST. We use Google Meet to host video meetings and provide recordings for all consulting & training sessions.
Online Support – Envisio Help Center
Go to https://envisio.zendesk.com/hc/en-us/requests/new or click on “Need Help?” and then “Contact Support” in the lowerright-hand corner of your Envisio environment to open a support ticket. Fill out yourinformation and send it our way. Support tickets are addressed during regular business hours.
Live Agent Phone Support
We prefer help desk tickets to track your supportrequest but you can also email [email protected] or call (888) 371-4800 and press 1 to access technical support during regular business hours.
Online Knowledge Base
Our online knowledge base (https://envisio.zendesk.com/) is available 24/7 and contains articles explaining Envisio features and step-by-step instructions on how to accomplish common tasks within the software.
Envisio Academy
Envisio Academy is our one-stop shop forlearning how to use Envisio. Registerforlive online or OnDemand classes through our website (https://academy.envisio.com/main), and ask questions of our expert training team in a webinar-like environment. We offer classes across a variety of topics, both tactical how-to within the platform as well as best practice planning and performance-related content. We also caterto various userroles, from brand-new users to seasoned system admins. Most classes run for about an hour, and the schedule varies monthly.
Envisio Envisionary Community
Our Envisionary Community connects you with like-minded individuals to share experiences, accomplishments, and challenges in a safe and inclusive space. Join webinars co-hosted by our customers who give tactical advice. Be a co-host yourself. Leverage ourlibrary of Performance Measures from actual living plans across our community. envisio.com
ENVISIO SOLUTIONS INC.
MASTER SERVICES AGREEMENT
PLEASE READ THIS MASTER SERVICE AGREEMENT (“AGREEMENT”) CAREFULLY. THIS AGREEMENT APPLIES TO ENVISIO SOLUTIONS INC. (“ENVISIO”) AND ANY CUSTOMER (THE “CUSTOMER”) WHO UTILIZES ENVISIO’S SAAS STRATEGY IMPLEMENTATION SOFTWARE SERVICES DESCRIBED HEREIN (THE “SERVICE”), WHETHER OR NOT THE CUSTOMER PAYS FOR THE SERVICE.
ACCEPTING THE TERMS
BY ACCEPTING THIS AGREEMENT, EITHER BY CLICKING A BOX OR BY EXECUTING AN ORDER OR QUOTATION FORM THAT REFERENCES THIS AGREEMENT, THE CUSTOMER AGREES TO THE TERMS OF THIS AGREEMENT. IF THE CUSTOMER IS
ENTERING INTO THIS AGREEMENT ON BEHALF OF A COMPANY OR OTHER LEGAL ENTITY, THE CUSTOMER REPRESENTS THAT IT HAS THE AUTHORITY TO BIND SUCH ENTITY AND ITS AFFILIATES TO THESE TERMS AND CONDITIONS. IF THE CUSTOMER
DOES NOT HAVE SUCH AUTHORITY, OR THE CUSTOMER DOES NOT AGREE WITH THESE TERMS AND CONDITIONS, THE CUSTOMER MUST NOT ACCEPT THIS AGREEMENT AND MAY NOT USE THE SERVICES. 1 PURCHASED SERVICES
1.1 Provision of Purchased Services
Envisio shall provide to the Customer the Service that is ordered by the Customer (“Purchased Services”) on Envisio’s invoice or quotation form (each a “Quote”) during a Subscription Term (as defined below), attached hereto as Appendix A.
The Service is hosted on Envisio’s service provider platform, “Heroku” (owned by Salesforce.com). Heroku’s physical infrastructure is hosted and managed within Amazon’s secure data centers and utilizes the Amazon Web Service (“AWS”) technology. The Customer further acknowledges that the Customer Data (as defined below) resides on AWS’s servers either in the USA or Canada (available on request). The Customer may access the Service, but has no right to receive a copy of the object code or source code to the Service. The Customer must have high speed Internet connection, and compatible hardware and up to date ‘browser’ software to access the Service, none of which are Envisio’s responsibility.
1.2 Subscription License
Unless otherwise stated in the applicable Quote, the Purchased Services are purchased as a subscription license (the “Subscription”) and non-transferrable to a third party. Additional Users (as defined below) can be added to the Subscription during the Subscription Term at the same pricing as the underlying Subscription, prorated for the portion of that Subscription Term remaining, and any added Subscription will terminate on the same date as the underlying Subscriptions. 2 ENVISIO’S RESPONSIBILITIES
2.1 Provision of Service
Envisio will use commercially reasonable efforts to make the Service available to the Customer 24 hours per day, 7 days per week, except for planned downtime of which Envisio shall provide at least 24 hours notice via the Service and scheduled to the extent practicable during the weekend hours between 6 pm Friday and 3 am Monday Pacific Time. Any unavailability caused by circumstances beyond Envisio’s reasonable control including but not limited to: the malfunction of equipment, acts of God, act of government, flood, fire, earthquake, civil unrest, act of terror (collectively, “Force Majeure”), or the activities
of third parties not under Envisio’s control (including Internet and other service providers) is not the responsibility of Envisio.
Envisio will make reasonable efforts to reduce to a minimum and mitigate the effect of any Force Majeure.
2.2 Customer Data
The Customer must provide all data for use in the Purchased Services (the “Customer Data”) and Envisio is not obliged to modify or add to it. The Customer Data belongs to the Customer and it is solely responsible for the content and accuracy. The Customer grants to Envisio all necessary licenses in and to such Customer Data solely for Envisio to provide the Service to the Customer.
Envisio will treat the Customer Data as confidential and will not disclose it to third parties unless as compelled by law or unless expressly permitted in writing by the Customer. Envisio will not access the Customer Data except as necessary to address service or technical issues, at the Customer’s request.
As part of Envisio’s standard Service offering, Envisio will make daily backup copies of the Customer Data and maintain such data for a period of seven weeks.
2.3 Software Uptime Agreement
Envisio endeavours to provide 99.9% uptime with respect to the Purchased Services in each calendar month during the Term, excluding:
(a) any scheduled maintenance times;
(b) factors outside Envisio’s reasonable control; and
(c) downtime related to the Customer’s or third party’s hardware, software or services.
If in any calendar month this uptime commitment is not met by Envisio and the Customer was materially impacted from a resulting disruption to the Purchased Services as determined in Envisio’s sole discretion acting reasonably, Envisio shall provide, as the sole and exclusive remedy, a service credit equal to 25% of one month’s fee for the use of the Service (the “Credit”).
2.4 Service Level Agreement
There are several ways to get support for using Envisio, including online knowledge base, technical support, consulting support, and community support options.
The Customer Success Team technical and consulting support is available during its regular business hours on weekdays that are not legal Canadian holidays. Regular business hours are listed below for the time zone in which your organization is located:
>> 9:00 am EST until 8:00 pm EST
>> 8:00 am CST until 7:00 pm CST
>> 7:00 am MST until 6:00 pm MST
>> 6:00 am PST until 5:00 pm PST
The following targets will be used for response to support requests:
Severity Initial Response Resolution Updates
Critical 1 hour Work continuously Every business day
High 2 hours As soon as possible Every other business day
Medium 4 hours As soon as possible Every other business day
Low Following business day Reasonable effort Weekly
Severity indicators are defined as follows:
>> Critical - Envisio is down and no workaround is available. >> High - Use of Envisio is impaired but instances are up and running. No workaround is available. >> Medium - A function of Envisio has failed, but Envisio is still useable. Support is aware of the issue. >> Low - Envisio functionality is not impaired. This priority also includes feature, information, documentation, how-to, and enhancement requests.
Updates will continue until the issue is resolved or there is a workaround in place. We aim to resolve all issues expeditiously, but when an issue is difficult to solve and takes longer than one business day, we will provide updates on our progress according to the schedule listed above.
Canadian holidays observed in British Columbia include: New Year's Day (January 1), Family Day (third Monday in February), Good Friday (Friday before Easter), Easter Monday, Victoria Day (Monday before May 25), Canada Day (July 1), British Columbia Day (first Monday in August), Labour Day (first Monday in September), National Day for Truth and Reconciliation (September 30), Thanksgiving (second Monday in October), Remembrance Day (November 11), and Christmas Day (December 25). Envisio offices close for the entire week for the Christmas holiday.
2.5 Credit Request
In order to receive the Credit, the Customer must provide sufficient evidence to support the Credit and email [email protected] within 5 days of the end of the applicable calendar month. If the Customer is past due or in default with respect to any payments owed to Envisio under this Agreement, the Customer is not eligible to receive the Credit. 3 CUSTOMER’S USE OF THE SERVICE
3.1 Authorized Users
The Customer agrees to maintain authorized users based on the number of user accounts (“Accounts”) purchased under the Subscription as stated in the Quote. Only the Customer or persons or entities that have access to an Account through a username and password for the Account (each a “User” and collectively, the “Users”) may use the Account. If the number of Users exceeds the Accounts purchased, Envisio will notify the Customer’s Administrator (as defined in Section 3.2 below) via email of the overage and the Customer will have 5 business days following delivery of such email to make any changes necessary to address the overage. Following that 5 business days period, if the overage remains Envisio will invoice the Customer for the additional Accounts required to address the overage at the same fee as the existing Accounts subscribed for under the Subscription, prorated for the duration of the Subscription Term remaining and the Customer will pay the invoice according to the terms outlined in Section 5.4 below.
3.2 Email and Notices
At the time of ordering the Service from Envisio, the Customer shall identify the administrator(s) responsible for the Accounts (each an “Administrator”). The Customer agrees to provide Envisio with the Administrator’s contact information including e-mail address. By providing the Administrator’s e-mail address, the Customer agrees to receive all required notices electronically to the Administrator’s e-mail address.
The Administrator shall be responsible on behalf of the Customer for managing the Accounts, maintaining all User information, and the Purchased Services used by the Customer. It is the Customer’s sole responsibility to notify Envisio if the Customer changes or intends to change its Administrator(s).
3.3 Users: Passwords, Access and Notifications
It is the Customer’s responsibility to change and maintain its Users’ records in Envisio to secure access to the Account. The Customer is also solely responsible for ensuring the confidentiality and secrecy of each User’s login. The Customer agrees not to disclose its Users’ login information to any third party and will prevent its employees and personnel from sharing User’s login information amongst themselves. The Customer will be responsible for all electronic communications generated through the Service, including, but not limited to, Account registration and notices. The Customer is only entitled to access and use the Service and the Account for lawful purposes.
Customer shall use commercially reasonable efforts to prevent unauthorized access to or use of the Service and shall promptly notify Envisio of such unauthorized access or loss/theft of any of its Users’ login information.
3.4 Restrictions
The Customer is responsible for all activities conducted under its User accounts and ensuring their Users’ compliance with this Agreement.
The Customer shall not:
(a) permit concurrent use of a single User account, or time-sharing of the Service; (b) post or transmit any Customer Data that contains viruses, worms, time bombs, Trojan horses or any other contaminating, corrupting or destructive features, or use the Service in an irresponsible manner that interferes with the proper working and normal operation of the Service, or detrimentally interferes with personal information or property of another;
(c) copy, modify, create a derivative work of, reverse engineer, reverse assemble, disassemble, decompile or otherwise attempt to extract the source code or modify the Service in any manner or form; or (d) transfer, sell, lease, rent or assign, in any way, all or a portion of, the Account and/or the Service to any third party (other than Users in accordance with Section 3.1).
This Section shall survive any termination or expiration of this Agreement. 4 INTELLECTUAL PROPERTY
The Customer acknowledges that Envisio retains all right, title and interest in and to the Service and all software, materials, formats, interfaces, information, data, content and Envisio’s proprietary information and technology used by Provider or provided to Customer in connection with the Service (the “Envisio Technology”), and that the Envisio Technology is protected by intellectual property rights owned by or licensed to Envisio. Other than as expressly set forth in this Agreement, no license or other rights in the Envisio Technology are granted to the Customer, and all such rights are hereby expressly reserved by Envisio.
The Customer must not, without Envisio’s express written consent, use any of Envisio’s trademarks, service marks, copyrighted materials, or other intellectual property.
The Customer acknowledges that any ideas, suggestions, concepts, processes or techniques that it provides to Envisio related to the Service or Envisio’s business (the “Feedback”) shall become Envisio’s property without any compensation or other consideration payable to the Customer by Envisio, and the Customer does so of its own free will and volition. Envisio may or may not, in its sole discretion, use or incorporate the Feedback, in whatever form or derivative that Envisio may decide, into the Service, documentation, business or other products. The Customer hereby assigns all rights on a worldwide, exclusive basis in perpetuity to Envisio in any Feedback and, as applicable, waives any moral rights to the Feedback.
This Section shall survive any termination or expiration of this Agreement. 5 PURCHASED SERVICES AND PAYMENT
5.1 Term of Agreement
This Agreement is effective between the Customer and Envisio as of the date of the Customer’s acceptance of this Agreement (the “Contract Effective Date”) and continues until the Subscription Terms with respect to each Subscription subscribed for by the Customer hereunder has expired or been terminated.
5.2 Term of Subscriptions and Renewal
The term of each Subscription (the “Subscription Term”) shall be as set out in the applicable Quote, attached hereto as Appendix A. Unless otherwise set out in the applicable Quote, each Subscription shall automatically renew for one year, unless either party gives the other notice of non-renewal at least 30 days before the end of the Subscription Term. The perunit pricing during renewal will increase by 10% per annum, unless otherwise agreed to by the parties.
5.3 Service Fees
The Customer shall pay Envisio the fees specified on the Quote (the “Fees”). Fees are based on Purchased Services comprising of subscription fees and implementation fees and are non-refundable. Purchased Services cannot be decreased during the Subscription Term. This Section shall survive any termination or expiration of this Agreement.
5.4 Invoicing and Payment
Billing for the Purchased Services will be in advance on an annual (twelve months) basis. Unless otherwise stated in the Quote, invoiced charges are due net 30 days from the invoice date (the “Due Date”). The Customer is responsible for providing complete and accurate billing and contact information to Envisio and notifying Envisio of any changes to such information.
Overdue invoices will incur a 2% per month interest charge. If the Customer fails to pay the invoice within the Due Date, Envisio may, at its sole discretion, declare the Account delinquent (a “Delinquent Account”). This Section shall survive any termination or expiration of this Agreement.
5.5 Applicable Taxes
Envisio shall charge the Customer, and the Customer shall pay to Envisio, all applicable taxes, including any retroactive taxes on past Fees or charges (whether already paid or not) in cases where Envisio is under a legal obligation to collect such tax from the Customer. The Customer shall be responsible for any and all other taxes that the Customer is under a legal obligation to pay. This Section shall survive any termination or expiration of this Agreement.
6 TERMINATION AND SUSPENSION
6.1 Envisio’s Right to Suspend the Account
Envisio reserves the right to suspend the Customer’s Account and access to and use of the Service under the following conditions:
● the Account becomes a Delinquent Account; or
● Envisio reasonably concludes that the Account is being used to engage in denial service attacks, spamming, or illegal activity, and/or use of the Account is causing immediate, material and/or ongoing harm to Envisio and others.
In the extraordinary event that Envisio suspends the Customer’s access to the Service, Envisio will use commercially reasonable efforts to limit the suspension to the offending portion of the Service and resolve the issues causing the suspension of the Service.
6.2 Termination for Cause/Expiration
Either party (the “Complaining Party”) may immediately terminate this Agreement and all Quotes issued hereunder in the event the other party (the “Breaching Party”) commits a material breach of any provision of this Agreement which is not cured within thirty (30) days of written notice from the Complaining Party.
Such notice by the Complaining Party shall expressly state all of the reasons for the claimed breach in sufficient detail so as to provide the Breaching Party an opportunity to cure such alleged breach and shall be sent to the Breaching Party in accordance with the notice requirements set out in Section 10.8 below.
Upon termination or expiration of this Agreement, Customer shall have no rights to continue use of the Service. If this Agreement is terminated by Customer for any reason other than a termination expressly permitted by this Agreement, then Envisio shall be entitled to all of the Fees due under this Agreement for the entire Term. If this Agreement is terminated as a result of Envisio’s breach of this Agreement, then Customer shall be entitled to a refund of the pro rata portion of any subscription fees paid by Customer to Envisio under this Agreement for the terminated portion of the Term.
6.3 Termination for Convenience
Customer may terminate this Agreement without cause by giving sixty (60) days advance written notice to Envisio of its election to terminate this Agreement pursuant to this provision. In the event of such termination, Customer agrees to pay a SaaS Recovery Amount equivalent to 50% of the Subscription Fees for the remainder of the Initial Term of the Agreement.
6.4 Handling of Customer Data Upon Termination
Effective upon cancellation of the Account, Envisio may deactivate the Account and be entitled to delete the Account and the Customer Data from the Service on the date the Subscription Term expires. The Customer further agrees that Envisio shall not be liable to the Customer nor to any third party for any termination of the Customer’s access to the Service or deletion of the Customer Data, provided that Envisio is in compliance with the terms of this Section 6.3. It is the responsibility of the Customer to obtain a full data export, screen captures and download all necessary reports and any other Customer data, should the Customer wish to keep the data.
7 PRICE AND SERVICE CHANGES
7.1 Software Subscription Fees
Envisio reserves the right to amend the Fees and the nature of the Service offered to the Customer from time to time and in its sole discretion, provided however that Envisio shall not decrease the level of Service or increase the Subscription fees by more than 10% per annum per Subscription until the end of the Subscription Term in effect for the Customer. Envisio shall give the Customer notice of any such changes in the Fees and the Service 60 days in advance of the expiration of the relevant Subscription Term. If the change in Fees is not acceptable to the Customer, the Customer’s sole and exclusive remedy shall be to cancel the applicable Subscription by providing Envisio with written notice of cancellation to [email protected] at least 30 days before to the expiration of the relevant Subscription Term. Continuing to use the applicable Service after the end of the Subscription Term constitutes the Customer’s acceptance of all changes in Fees.
7.2 Professional Services Fees
Envisio shall provide the professional service as defined in the Scope of Work (“SOW”), Appendix B, in a professional manner, consistent with industry standards. Unless otherwise agreed upon by both parties, or as the result of a delay on the part of Envisio, the obligation to provide professional services to the Customer expires the earlier of:
1) completion of the services described in the SOW
2) 12 months from the effective date of the relevant Quote Additional Professional Services required as a result of add-on feature purchases or as a result of implementation delays outside Envisio’s control will be charged at our then current rate, currently set at $225 per hour.
7.3 Travel Costs
Unless noted otherwise, this quotation does not include any travel, lodging, or on-site expenses. If such travel is required and subsequently authorized, Envisio’s standard travel and per diem rates shall apply. Envisio must receive pre-approval from Customer prior to incurring travel costs. Air Travel, Rental Car (with associated fuel and parking costs), and Lodging costs shall be reimbursed at cost. Envisio is not responsible for unpredictable (including Commercial Airline Travel) delays which may increase travel cost.
8 WARRANTIES
8.1 Our Warranties
Envisio warrants that (a) the Service will achieve in all material respects the functionality described in the applicable technical documentation for the Service that is provided from time to time by Envisio to the Customer (the “Help Documentation”), and (b) Envisio will not materially decrease the functionality of the Service subscribed for under a Subscription during the applicable Subscription Term. The Customer’s sole and exclusive remedy for Envisio’s breach of this warranty shall be that Envisio be required to use commercially reasonable efforts to modify the Service to achieve in all material respects the functionality as described in the Help Documentation and, if Envisio is unable to restore such functionality, the Customer shall be entitled to terminate this Agreement and receive a pro-rata refund of the subscription fees paid under this Agreement for the Subscription for the terminated portion of the Subscription Term.
8.2 Disclaimer of Warranty
THE SERVICE AND ANY OTHER PRODUCTS AND SERVICES PROVIDED BY ENVISIO TO THE CUSTOMER ARE PROVIDED “AS IS”, “AS AVAILABLE”, WITH ALL FAULTS AND WITHOUT ANY WARRANTIES, REPRESENTATIONS OR CONDITIONS OF ANY KIND EXCEPT AS EXPRESSLY SET OUT HEREIN. ENVISIO HEREBY DISCLAIMS ALL IMPLIED, COLLATERAL OR STATUTORY WARRANTIES,
REPRESENTATIONS OR CONDITIONS, WHETHER WRITTEN OR ORAL, INCLUDING ANY IMPLIED WARRANTIES OF
MERCHANTABILITY, TITLE, NON-INFRINGEMENT, SECURITY, RELIABILITY, COMPLETENESS, ACCURACY, QUALITY, INTEGRATION OR FITNESS FOR A PARTICULAR PURPOSE. WITHOUT LIMITING THE GENERALITY OF ANY OF THE FOREGOING,
PROVIDER EXPRESSLY DISCLAIMS ANY REPRESENTATION OR WARRANTY THAT ANY DATA OR INFORMATION PROVIDED TO CUSTOMER IN CONNECTION WITH CUSTOMER’S USE OF THE SERVICE (INCLUDING ALERTS AND RECOMMENDATIONS) IS ACCURATE, OR CAN OR SHOULD BE RELIED UPON BY CUSTOMER FOR ANY PURPOSE WHATSOEVER.
FOR THE PURPOSES OF THIS SECTION 8.2, “ENVISIO” INCLUDES ENVISIO’S DIVISIONS, SUBSIDIARIES, AFFILIATES, SUCCESSORS, PARENT COMPANIES AND THEIR (INCLUDING ENVISIO’S) EXECUTIVES, DIRECTORS, OFFICERS, ATTORNEYS, MANAGERS,
EMPLOYEES, CONSULTANTS, CONTRACTORS, AGENTS, AFFILIATES, RESELLERS, THIRD PARTY PROVIDERS, MERCHANTS, LICENSORS AND THE LIKE.
This Section shall survive any termination or expiration of this Agreement. 9 LIMITATION AND EXCLUSION OF LIABILITY
9.1 Limitation of Liability
(a) IN NO EVENT SHALL EITHER PARTY BE LIABLE TO OTHER PARTY FOR ANY (I) SPECIAL, INDIRECT, INCIDENTAL OR
CONSEQUENTIAL DAMAGES, (II) LOST SAVINGS, PROFIT, DATA, USE OR GOODWILL, (III) BUSINESS INTERRUPTION,
EVEN IF NOTIFIED IN ADVANCE OF SUCH POSSIBILITY, OR (IV) PERSONAL OR PROPERTY DAMAGE ARISING OUT OF OR
IN ANY WAY CONNECTED TO THIS AGREEMENT, REGARDLESS OF CAUSE OF ACTION OR THE THEORY OF LIABILITY,
WHETHER INCONTRACT, TORT (INCLUDINGNEGLIGENCE, GROSSNEGLIGENCE, FUNDAMENTAL BREACH, BREACHOF A FUNDAMENTAL TERM) OR OTHERWISE.
(b) IN NO EVENT WILL THE TOTAL AGGREGATE LIABILITY FOR ANY AND ALL CLAIMS IN CONNECTION WITH OR UNDER THIS AGREEMENT EXCEED THE TOTAL AMOUNT OF FEES PAID BY THE CUSTOMER TO ENVISIO IN THE 12 MONTHS PRECEDING THE DATE THE CAUSE OF ACTION FIRST AROSE.
(c) THE PROVISIONS OF SECTION 9.1(A) AND 9.1(B) SHALL NOT APPLY TO THE EXTENT THAT THE CAUSE OF ACTION GIVING RISE TO THE CLAIM ARISES FROM:
I. A BREACH OF A PARTY’S CONFIDENTIALITY OBLIGATIONS UNDER THIS AGREEMENT; OR II. CLAIMS FOR FEESOWED TOENVISIOUNDER THIS AGREEMENT AND ANY COST, EXPENSEOR FEES INCURRED IN THEIR COLLECTION.
THE CUSTOMER SHALL MAKE NO CLAIM, COMPLAINT, OR PROCEEDING AGAINST ENVISIO FOR ANY OR ALL PORTIONS OF THE
SERVICES THAT MAY REQUIRE THE DOWNLOADING OF WEB SITE COOKIES FOR THE CUSTOMER TO ACCESS SUCH PORTIONS OF THE ACCOUNT.
FOR THE PURPOSES OF THIS SECTION 9.1, “PARTY” INCLUDES EACH PARTY’S DIVISIONS, SUBSIDIARIES, AFFILIATES,
SUCCESSORS, PARENT COMPANIES AND THEIR EXECUTIVES, DIRECTORS, OFFICERS, ATTORNEYS, MANAGERS, EMPLOYEES,
CONSULTANTS, CONTRACTORS,AGENTS,AFFILIATES, RESELLERS, THIRDPARTY PROVIDERS,MERCHANTS, LICENSORSANDTHE LIKE.
This Section shall survive any termination or expiration of this Agreement.
10 GENERAL
10.1 Interpretation of this Agreement
The term “including,” wherever used in any provision of this Agreement, means “including but without limiting the generality of any description preceding or succeeding such term.” Any rule of construction to the effect that any ambiguity is to be resolved against the drafting party shall not be applicable in the construction or interpretation of this Agreement.
The division of this Agreement into sections/paragraphs, and the insertion of headings/captions, are for the convenience of reference only and shall not affect the construction or interpretation of this Agreement or be deemed a part of this Agreement.
10.2 Inurement
The rights and liabilities of both the Customer and Envisio (collectively, the “Parties”) under this Agreement shall bind and inure to the benefit of the Parties’ respective successors, executors, and administrators, as the case may be.
10.3 Assignment
Neither party may assign this Agreement without written consent of the other, except that Envisio may assign without consent to a related entity or the successor of all or substantially all of the assignor’s business or assets to which this Agreement relates. This Agreement does not create any joint venture, partnership, agency, or employment relationship between the parties, although Envisio reserves the right to name Customer as a user of the Service.
10.4 Governing Law
This Agreement and any other agreement for the Services shall be governed by and construed in accordance with the laws of the State of California, without regard to conflicts of laws principles. The United Nations Convention on Contracts for the International Sale of Goods will not apply to this Agreement.
10.5 Dispute Resolution
In the event of any dispute arising out of or relating to and/or in connection with this Agreement, the Parties’ project managers shall use every reasonable effort to resolve such dispute in good faith within 10 Business Days. If the project managers have failed to resolve the dispute within such time frame, then the dispute shall be escalated to the next escalation level. At each escalation level, the designated executives shall negotiate in good faith in an effort to resolve the dispute. For the purposes of this Agreement, a “Business Day” means a day other than a Saturday, Sunday, or statutory holiday in British Columbia.
Escalation Level Envisio
Management
Level
Customer
Management Level
Period of
Resolution Efforts
First Level Project Manager Project Manager 10 Business Days Second Level VP, Customer
Success
Assistant Manager 10 Business Days
Third Level CRO Manager 10 Business Days
10.6 Severability
If any provision or portion of this Agreement is found by a court of competent jurisdiction to be unenforceable for any reason, the remainder of this Agreement shall continue in full force and effect.
10.7 Independent Contractors
Nothing in this Agreement shall be construed as creating a partnership or relationship of employer and employee, principal and agent, partnership or joint venture between the parties. Each party will be deemed an independent contractor at all times and shall have no right or authority to assume or create any obligation on behalf of the other party, except as may be expressly provided herein.
The Customer must not, in any way, misrepresent the Customer’s relationship with Envisio, attempt to pass itself off as Envisio, or claim that the Customer is Envisio.
10.8 Injunction
The Customer acknowledges and agrees that money damages are not an adequate remedy for any breach or threatened breach related to Envisio’s rights or the Customer’s use of the Service beyond the rights granted to Customer in this Agreement. The Customer therefore agrees that in addition to other remedies available hereunder, by law or otherwise, Envisio shall be entitled to an injunction against any such breach by the Customer.
10.9 Cooperative Statement
Other government organizations and educational or health care institutions may elect to participate in this Agreement (piggyback) at their discretion, provided Envisio also agrees to do so.
10.10 Notices
Notice to Customer
Any notice to the Customer from Envisio will be sent to the e-mail address of the Administrator, or provided in writing, registered postal service (postage prepaid), or by pre-paid commercial courier delivered to the Customer at the mailing address specified on their Account.
Notice to Company
Any and all notices to Envisio from the Customer must be given by in writing, e-mail, first class postal service (postage prepaid), or by pre-paid commercial courier delivered to Envisio at:
Envisio Solutions Inc.
300-15300 Croydon Drive
Surrey, BC V3Z 0Z5
Tel: 888-371-4800
email: [email protected]
10.11 Complete Agreement
This Agreement constitutes the complete understanding and agreement between the Customer and Envisio. Except when expressly agreed to the contrary in signed writing by an authorized representative of Envisio, this Agreement supersede any other written (including digitized/computerized) agreement, oral agreement, and/or agreement by conduct. This Agreement or any other specific agreement for the Service between Envisio and the Customer shall each be exclusively between Envisio and the Customer only and shall not confer any rights in any third party.
This Section 10 shall survive any termination or expiration of this Agreement.
IN WITNESS WHEREOF, this Agreement has been executed by the duly authorized representatives of each Party hereto as of the Effective Date.
For Envisio Solutions Inc.
_____________________________________
Print Name: ___________________________
Title: _________________________________
Date: ________________________________
For (Customer)
_____________________________________
Print Name: ______________________
Title: ____________________________
Date: ________________________________
CITY OF COMPTON
Recommended for Approval:
By __________________________________ Dated: ______________ Sharon Rahban Navizadeh, City Controller
City Controller Department
Approved by:
Dated: _______________ By _________________________________ Willie A. Hopkins, Jr., City Manager
Approved as to form:
By _________________________________ Dated: ______________ Eric Perrodin, City Attorney
ATTEST:
Dated: _______________ By __________________________________ Satra Zurita, City Clerk
1. Prices set forth in this quote are valid for the period stated. All prices are quoted in US Dollars and are not inclusive of any applicable taxes.
An invoice for the agreed amount will be issued upon acceptance of this quote.
2. Acceptance of this quote is acceptance of the accompanying Master Services Agreement (MSA) or a previously signed MSA in the event of renewal/upsell.
Payment methods: ACH, Wire or Check
Remit to email: [email protected]
ACH/Wire Payment To
Account Name: Envisio Solutions Inc. | Bank: Silicon Valley Bank | Bank Address: 3003 Tasman Dr. Santa Clara, CA 95054 ABA/ACH Routing #: 121140399 | Account #: 3303262267 | Account Type: Checking Terms and Conditions
Name: ________________________________________ Date: _________________________ Signature: _____________________________________
Total Price USD 85,475.00
Subtotal USD 85,475.00
Email [email protected]
Prepared By Madison Dias
Expiration Date 31/01/2025
Created Date 31/12/2024
Quote Number 1701062
205 South Willowbrook Avenue
Compton, California 90220
United States
Bill To
Bill To Name City of Compton, CA
Product Description Quantity Sales
Price
Total
Price
Get Started Software Subscription: Envisio Bundle including 1 Plan, Analytics, Public Dashboard and Projects - Annual Subscription with Unlimited Licenses - ENV-GSP-20M 1.00 USD14,500.00 USD
14,500.00
Professional Services (Single Audit Finding Corrective Action Plan): A one-time hourly fee which includes the phases in the attached document entitled “Appendix B - Scope of Work (SOW)" - ENV-PS-01 1.00 USD4,000.00 USD
4,000.00
OPTIONAL Professional Services (Performance Measurement Development Services): A one-time hourly fee which includes the phases in the attached document entitled “Appendix B - Scope of Work (SOW)" - ENV-PS-01.
1.00 USD
66,975.00
USD
66,975.00
Quote Accepted By:
Pricing Term for Quote Number 1701062:
● Envisio annual subscription is based on a 5-year term ● Envisio will apply a 5% annual increase beginning in Year 2 Year 1 Price
Annual Software Subscription + One-time Professional Services (Single Audit Finding Corrective Action Plan)
*OPTIONAL: Annual Software Subscription + One-time Professional Services (Single Audit Finding Corrective Action Plan + Performance Measurement Development Services)
$18,500 USD
OR
*$85,475 USD
Year 2 Price
Annual Software Subscription (includes 5% annual increase) $15,225 USD
Year 3 Price
Annual Software Subscription (includes 5% annual increase) $15,986 USD
Year 4 Price
Annual Software Subscription (includes 5% annual increase) $16,785 USD
Year 5 Price
Annual Software Subscription (includes 5% annual increase) $17,624 USD
Terms of Payment
Software:
● Due 100% upon Contract Effective Date (Net 30)
● Year 2 is due 365 days from the Contract Effective Date and annually thereafter Professional Services:
● Due 100% upon Contract Effective Date (Net 30)
Appendix B - Scope of Work
(SOW)
Submitted by:
Envisio Solutions, Inc.
Overview of Services Proposed
Our Unique Process - Strategy Meets Execution
Implementation Services
Envisio values ease of onboarding and comprehensive training, and we are dedicated to high-quality service and customer satisfaction. Our Professional Services and Implementation teams will work together to ensure you receive the proper support and training at the right time. Our customer engagements are led by a team of in-house planning, performance management, and local government experts who consult on the best ways to configure Envisio to your unique plans and performance measures. We follow best practices in technology deployment that have been refined over hundreds of successful implementations. We design with the result in mind, ensuring your configuration and training in Envisio meet all of your communication and tracking goals.
Consulting Services
Our professional services are designed for customers who do not have the time and capacity to design and/or build their plan details and performance measures in Envisio. You see the value in communicating planning and performance measure data and are keen to adopt this practice in your organization, but have steps to complete before you can effectively get started. Envisio’s Planning and Performance Coaches fill these gaps with our professional services offerings and build that capacity on your team. We know Envisio inside and out; let us take the heavy load off your organization’s shoulders to help you design and gather the information you need to use the Envisio platform to its full value.
Continued Support
Your partnership with Envisio is an ongoing one. We will be with you every step of the way on your customer journey as you continue to achieve your goals. Your dedicated Customer Success Manager will guide you through the required business process change, successful rollout, and full solution adoption in Envisio. Once you’ve achieved your current goals, we will work with you to define new goals, always pushing your organization to expand your sophistication and become a star performer in the planning and performance management space.
envisio.com
Envisio Implementation Service
Get started on the right foot, every time, for all of your plans and performance measures.
Begin your journey with Envisio on a strong path to building your planning, performance, and project management toolkit. Our implementation consultants guide you through a prescriptive, proven process to implement the software and empower your organization for long-term success. We work directly with your team to configure the software, share best practices to enable the organization through change management, and automate reporting to ensure consistent communication on your plan’s progress and performance. We host training sessions to ensure all of your users know how, when, and - most importantly - why to input their updates to Envisio, as well as leadership report training to provide your leadership team with direct insight into the results of the plan and understand the importance of regularly scheduled reviews of progress, using Envisio reports.
Our implementation services enable you to build your plan and performance measures in Envisio, to ensure your team can easily provide ongoing updates and share progress with both internal and external stakeholders. We host collaborative weekly consultation sessions as you build and configure the software, and equip you with best practices along the way to ensure your planning and performance remain in focus throughout the organization as time goes on. We develop a reporting framework and automate the delivery of both reminder notifications and results reporting, and set up templates to give your team the guidance they need to input meaningful updates.
At the end of your implementation, your organization will be ready to execute your plan and share performance-proven results with stakeholders to share the story of your success. envisio.com
Performance Measure Development
Let Envisio take the guesswork out of your performance measures for your plan and help you design an initial set of measures that tell a meaningful story. Our Planning and Performance Coaches work with you to uncover existing quantitative data already being gathered at your organization and employ it in new ways to produce greater value.
We also engage your key stakeholders to understand the story of performance that is meaningful to ensure we are designing with the end audience in mind. We draw from hundreds of customers and partners in our existing networks to inform your design process with relevant best practices from other jurisdictions and organizations.
This service will help you create an initial set of performance measures, or build on those that already exist, to construct a cohesive and compelling story around your plan. Envisio will conduct a review to identify quantitative information that already exists at the organization and determine how it relates to the plan—from there, we’ll help you build out any missing measures. We will bring this information together in a workshop format to support your organization in designing an overarching set of performance measures that provides a holistic overview of your progress.
Our process is designed to build capacity in organizational leaders who can work with their staff to build meaningful performance measures. While the top levels of an organization often determine the performance measures, the data that supports the performance measures is dispersed throughout the organization. To have an executable and resource-efficient professional service scope, we will draw on key leaders at your organization to reach out to their teams to gather the quantitative data the project requires. We work with your key leaders, building their capacity to lead the development and implementation of performance measures internally. We ensure they have the appropriate resources and tools so they can draw from this process to design performance measures in the future.
envisio.com
Scope of Work - Single Audit Report &
Corrective Action Plans (Audit Findings)
Envisio implementation follows a prescriptive process to guide your organization to early success using the platform, along with robust reporting and training for your team.
Plans Implementation
Project Kick-Off
During this phase of work, we introduce key team players and define project roles, define a work plan to accomplish project deliverables, and take stock of existing plan details to inform subsequent phases of work.
During this phase Envisio will:
● Host a partnership kick-off meeting with key stakeholders to get to know your team and define roles, responsibilities, timelines, and communication channels. ● Host an executive leadership meeting to present our partnership journey, an Envisio roll-out plan, and our expectation of their role as the key to success ● Document and define a detailed implementation plan outlining the phases, milestones, and timelines of our implementation process for your organization. ● Review the finalized plan your organization will input to Envisio through the implementation phase, and prepare recommendations surrounding the plan structure. ● Provision your Envisio instance for initial access and provide logins for up to thirty (30) key project participants to access the platform. Your organization will be able to add additional users to the platform without limitation.
● Provide up to four (4) hours of Project Management time throughout implementation.
Service is provided until all other services are delivered or ten (10) weeks contiguous from project kick-off, whichever occurs first.
During this phase You will:
● Define and share participants for the partnership kick-off meeting ● Confirm your organization's goals and timeline expectations ● Acquaint yourself and your team with our implementation process ● Select the plan for implementation and coach review and share with Envisio envisio.com
Key Deliverables
● Detailed implementation project plan tracker with timelines defined, outlining key implementation milestones and deliverables. This tracker will serve as a valuable tool to monitor progress and ensure timely completion of tasks. ● Envisio Instance Provisioned and Logins Created: up to thirty (30) initial users are sent login credentials and your Envisio instance is ready to use.
Plans Implementation - Get Started
To implement your priority plan in Envisio, a dedicated implementation consultant will guide your project champion and plan owner/builder through a prescriptive implementation process to ensure the successful launch of your plan in the Envisio platform.
During this phase Envisio will:
● Host five (5) weekly, one-hour implementation consultation sessions to train and provide support and guidance as you configure your Envisio instance for optimal use and input your plan into the system.
○ System configuration and plan structure framework consultation ○ Reporting dates and update cadence consultation
○ Internal Reporting framework consultation and build session ○ Public Dashboard consultation and build session
○ Preparation for user and leadership training
● Collaborate with you to build one (1) draft Public Dashboard, which can be shared internally to showcase early successes and milestones achieved through the platform's usage, and published for public consumption later, when appropriate. ● Build five (5) standard, best practice reports and provide support and guidance as you customize these reports to your organization’s needs.
● Host one (1) one-hour ad-hoc support session as needed, in case of additional questions throughout building of the plan or public dashboard.
● Host two (2) one-hour training sessions for non-administrative Envisio users:
○ End-user training to teach staff how to input updates to the plan, and set cadence expectations
○ Leadership report training to share built reports with the leadership team and best practices on how to leverage reports to keep the plan in focus envisio.com
During this phase You will:
● Actively participate in implementation consultation sessions: Your active participation in implementation consultation sessions is vital for aligning Envisio's configuration with your organization's specific requirements.
● Familiarize yourself with technical usage: To empower your team with the necessary skills to build plans and other administrative setup, you will watch on-demand learning video courses.
These courses provide insights into the technical aspects of the platform, facilitating a smooth onboarding process.
● Dedicate time to building your plan(s): It will be important that you dedicate time to building your plan(s) and completing assigned "homework" assignments after each consultation session with your Implementation Consultant.
Key Deliverables
● Your operationalized plan entered into Envisio platform, ready to receive updates ● Configured reporting periods and automated update notifications ● Historical updates entered, if applicable (i.e. when entering established plans) ● Draft public dashboard built, ready to be socialized internally ● Five (5) standard, best practice reports configured and scheduled to your organization’s needs
Projects Implementation
In this phase our expert trainers will equip your team with the capacity to build, manage, and track projects in Envisio.
During Projects implementation, Envisio will:
● Host three (3) weekly, one-hour consultation/build sessions to train and provide support and guidance as you build your projects in Envisio.
○ Projects configuration and best practices
○ Project and task building
○ Projects dashboard, plan linking, and reporting
● Host one (1) one-hour ad-hoc support session as needed, in case of additional questions throughout building.
● Host one (1) one-hour project manager training session envisio.com
During Projects implementation, You will:
● Actively participate in online admin training sessions: Our expert trainers will conduct dedicated online admin training sessions to equip your team with the knowledge and skills required to fully utilize Envisio’s Projects module, including related reporting and plan linkage, where appropriate.
● Build project(s) and tasks: Following best practice recommendations for structure, and with the support of your Implementation Consultant, you will build your projects into Envisio ● Projects Dashboards: Your team will construct Projects dashboards, tailored to topical needs, showcasing your ongoing projects in a coherent and visually appealing manner. ● Map Projects to Plans (where appropriate): If applicable, you will link your projects to specific plan elements, ensuring accurate representation of performance data.
Key Deliverables
● Up to ten (10) Projects and a corresponding set of tasks built in Envisio with start/end dates and ownership, where defined
● Two project-specific reports, automated from Envisio, dependent on plan linking ● One (1) draft Projects Dashboard created
● Project Manager training
envisio.com
Implementation Timeline
Implementation phases are flexible and can be adjusted to suit your organization’s readiness and needs. Each implementation phase is broken out into its own timeline below.
Envisio and The Customer agree that implementing Envisio is a shared responsibility. Neither Envisio nor The Customer is expected to have resources available to mitigate timeframe slippage caused by the other party. Delays on the part of The Customer, including putting the project on temporary hold or changes in project personnel, may result in a Change Order to cover the cost of restart, rework, rescheduling, and retraining.
Plans Implementation Timeline
Our standard timeline to complete Plans Implementation is eight (8) weeks and typically follows the general timeline below. These timelines are subject to tasks and activities assigned to your team being completed on time. Projects Implementation
envisio.com
Timeline W1 W2 W3 W4 W5 W6 W7 W8
Phase 1: Project Kickoff & Internal Scan p p
Task 1.1 - Host partnership kickoff meeting t
Task 1.2 - Host an executive leadership meeting t
Task 1.3 - Document and define a detailed implementation plan t
Task 1.4 - Review the finalized plan your organization will input to Envisio t
Task 1.5 - Provision your Envisio instance for initial access t Task 1.6 - Project Management t t t t t t t t
Phase 2: Plans Implementation p p P P P P P
Task 2.1 - Host four (4) weekly, one-hour implementation consultation sessions t t t t
Task 2.2 - Collaborate with you to build one (1) draft Public Dashboard t
Task 2.3 - Build five (5) best practice, standard reports and support customization t
Task 2.4 - Host one (1) one-hour ad-hoc support session t OPTIONAL: Scope of Work - Departmental
Performance Measures
Performance Measure Development Phase Details
Phase 1: Project kick-off & internal scan
During this phase of work, we will define the work plan to accomplish the project deliverables and take stock of existing quantitative data and plan information to inform subsequent phases of work.
During this phase Envisio will:
● Host a project kick-off meeting.
○ Confirm the finalized work plan, timelines, communications standards and project team, including roles and responsibilities.
○ Determine the approach for Envisio to get access to necessary information for the internal review.
■ Plan document(s)
■ Scan of existing quantitative data being measured
○ Answer key questions related to Phase 2. Identify any additional information required to support the design. This could include:
■ Setting the workshop schedule and participants
● Review background documentation, including existing performance measures collected by the organization (quantitative data), the plan the measures are being designed to support, and any other relevant documents to gain further relevant context about the project scope.
During this phase You will:
● Attend and actively participate in all meetings.
● Provide your plan and any additional documentation that will support Envisio in gaining an understanding of your desired measures.
● Support Envisio in conducting an internal scan to identify existing quantitative data at the organization.
Key Deliverables
● Finalized workplan and project timeline
envisio.com
● Completed scan of existing quantitative data collected by the organization Phase 2: Performance Measure Design
In Phase 2, Envisio will complete work to support a productive design process for the client. This pre-design work will entail hosting a meeting with your project team to review the internal scan of existing quantitative data and determine which data tells a meaningful story toward Department performance. We will also look at best practices from similar jurisdictions to provide you with examples of measures that could be applied in your organization. With this information, your team will be armed with the context you need to enter the structured design workshops ready to create a set of initial measures that will meaningfully tell the story of performance towards their department.
During this phase Envisio will:
● Host a remote workshop with your project team to review the results of the scan and evaluate what existing quantitative data can contribute meaningfully to your plan. ● Complete an external scan to provide relevant measures from other jurisdictions/ organizations to demonstrate best practices.
● Compile all of this information together in a briefing document that workshop participants can review before the design sessions to gain relevant context. ● In partnership with the client, design and facilitate a series of up to three (3) remote workshops to design and select an initial set of performance measures which will enable departments to tell their story (up to ten (10) measures per department). Each workshop will be conducted with up to two (2) departments at a time, for a total of up to twenty-one (21) workshops (7 x defining core services, 7 x identifying performance measures, 7 x data collection plan). We anticipate each workshop will take up to two (2) hours and cover key topics such as:
○ Workshop 1: Defining Core Services
○ Workshop 2: Identifying Performance Measures
○ Workshop 3: Data Collection Plan
● In between scheduled workshops, Envisio will offer coaching support (up to fourteen (14) one-hour sessions) to support department managers in gathering the right information before the next design workshop.
During this phase You will:
● Attend a meeting to review results from the initial scan and evaluate which quantitative data is most relevant for your organization in telling the story of your plan. ● Identify the staff who should participate in the performance measure design workshops. envisio.com
● Review briefing documents before attending the performance measure design workshops. ● Attend and participate in the performance measure design workshops and coaching sessions.
Key Deliverables
● Briefing document with:
○ Results from the internal scan and further evaluation process ○ Summary of findings from the external review and best practice recommendations ● Up to twenty-one (21) remote workshops to design the initial set of performance measures ● Up to fourteen (14) coaching support sessions to work through any barriers in the design process
● Set of up to ten (10) performance measures per department that tell a meaningful story of their progress
Phase 3: Finalizing Performance Measures
In Phase 3, Envisio will work with the project team on any outstanding items to finalize the initial performance measures. Once measures are finalized, Envisio will host a remote workshop with the project team to review and finalize the measures.
Envisio and The Customer agree that the completion of phase three is a shared responsibility.
Neither Envisio nor The Customer is expected to have resources available to mitigate timeframe slippage caused by the other party. Delays on the part of The Customer, including putting the project on temporary hold or changes in project personnel, may result in a Change Order to cover the cost of restart, rework, rescheduling, and retraining. Phase three services are provided until all services are delivered or 90 days contiguous from the start of phase 3, whichever occurs first.
During this phase, Envisio will:
● Host a remote meeting with the project team to review the initial set of measures defined and make any final edits to these measures to finalize them. ● Work with the project champions remotely to support them in gathering remaining information to fill identified gaps.
● Compile all finalized Performance Measure information into an Excel document During this phase, You will:
● Attend and actively participate in all meetings and workshops. ● Provide feedback and final approval on the final set of measures. envisio.com
Key Deliverables
● Finalized set of up to ten (10) measures per department to help them tell their story Phase 4: Performance Measures Build
The Envisio team will build your measures in the system for you, then resume standard implementation training to equip your team with the skills to maintain measures, moving forward.
During this phase Envisio will:
● Host a meeting to identify the information required to support the build, including how data is currently used and where it is stored, and gather feedback about how you would like your data and visuals built in the system. Envisio will provide a document about the information that must be gathered, including formatting guidelines. ● Review background documentation (e.g. performance measure data) and any other relevant documents, to gain a better understanding of the scope of the performance measures to be loaded.
● Build up to five (5) initial data sources and visuals with the data provided. ● Host a meeting to review the build, answer any questions, and get approval to proceed with building remaining data sources and visuals.
● Build up to one hundred and thirty-five (135) remaining data sources and visuals. ● Assign employees to data sources and visuals (as appropriate) and set automated reminders for data maintenance.
● Host a handover session to review the final build and schedule maintenance training or resume standard implementation process.
During this phase You will:
● Attend and actively participate in all meetings.
● Respond to clarification requests and provide input as needed (via email or short check-in calls).
● Provide your performance measure data and additional required information in the correct format, based on the document provided by Envisio. This includes documents and information such as:
○ Data sources
○ Existing visuals
○ Who is responsible for maintaining the data source
○ How often the data source is updated
● Provide feedback and input on the types of visuals you would like built using the system. envisio.com
● Lead logistics around scheduling the Handover and Maintenance Training session, including identifying the appropriate people from your team who need to be included in this training, so you are able to maintain and edit your data after it is loaded Key Deliverables
● Up to one-hundred and forty (140) measures built in Envisio, with necessary data sources and visuals
● Up to fourteen (14) Performance Measures dashboard built, if requested Phase 5: Performance Measures Implementation & Training In this phase, our expert trainers will equip your core team with the internal capacity to maintain and manage performance measures in the software. Our team will also work with your technical resources to optimize automation via integration wherever possible, leveraging our open API, SFTP import, or embed codes where appropriate. If applicable, this implementation portion will be completed after consulting services have been delivered to define your performance measures.
During Performance Measures implementation, Envisio will:
● Host three (3) weekly, one-hour consultation/build sessions to train and provide support and guidance as you build your performance measures in Envisio. ○ Envisio Data Source structure
○ Visualizing your data in Envisio
○ Dashboards and plan linking
● Work directly with your IT resources to test the integration functionality, ensuring data successfully reaches the intended data sources and populates the sample set, as well as up to one (1) Data Source for two (2) additional systems. Through testing, we will ensure that data is seamlessly transferred and appears in the related visuals.
During Performance Measures implementation, You will:
● Actively participate in online admin training sessions: Our expert trainers will conduct dedicated online admin training sessions to equip your team with the knowledge and skills required to fully build all features in Envisio's Analytics module. This will require personnel who are system-savvy analytical thinkers.
● Provide a sample set of data: You will provide a sample set of data with up to five (5) Data Sources and five (5) Visualizations to develop a proof of concept for further integration work and your data source framework.
envisio.com
● Build and test integration(s): You will engage your technical resources to build required integrations to support automated data entry into Envisio. Your technical team will also be responsible for working with our integration team to support the testing of integrated data sources. During this phase, the testing of the integration will include up to three (3) systems, including data sources from the sample set of five (5) and one (1) additional data sources for each additional system, for a total of seven (7) data sources. This will serve as the basis for you to continue building out the integration, and add to and maintain it in the future. ● Map Visuals to Corresponding Plan Elements Data (where appropriate): If applicable, you will link visuals to specific plan elements, ensuring accurate representation of performance data.
Key Deliverables
● Performance measures built in Envisio and aligned to your plan (where appropriate) ● Analytics dashboards built to support tracking of performance measures where applicable ● Integration built by your team and jointly tested to support automated data entry into Envisio ● API documentation, where applicable
envisio.com
Performance Measure Timeline
Our standard timeline to complete the performance measure service is five to six (5-6) months. This service is typically completed following the general timeline below. These timelines are subject to tasks and activities assigned to your team being completed on time.
Timeline M1 M2 M3 M4 M5 M6
Phase 1: Project Kick-off & Internal Scan p
Task 1.1 - Host project kick-off meeting t
Task 1.2 - Review background documentation and complete internal scan t Phase 2: Performance Measure Design p p p P p
Task 2.1 - Facilitation of a remote workshop to review internal scan and evaluate relevant measures. t
Task 2.2 - Complete external scan of best practices from other jurisdictions/organizations T
Task 2.3 - Compile all information together in briefing document t Task 2.4 - Facilitation of series of three workshops with 14 departments T T Task 2.5 - Provide coaching support T t
Phase 3: Finalizing Performance Measures & Data Collection Plan p p Task 3.1 - Host a remote meeting with the project team to review the initial set of measures defined t
Task 3.2 - Support project champion to gather remaining information t t Task 3.3 - Compile all finalized Performance Measure information t Phase 4: Performance Measures Build p p p
Task 4.1 - Build a sample set of five (5) Data Sources and five (5) Visuals t Task 4.2 - Host a meeting to review the build t
Task 4.3 - Build up to one hundred and thirty-five (135) remaining data sources and visuals. t
Task 4.4 - Host a handover session to review the final build t Phase 5: Performance Measure Implementation p p
Task 5.1 - Host three (3) weekly, one-hour consultation/build sessions t t Task 5.2 - Work directly with your IT resources to test the integration functionality t t
envisio.com
Customer Support Resources
Envisio’s Customer Success Team and Technical Support is available Monday to Friday, between 8 am and 6 pm EST. We use Google Meet to host video meetings and provide recordings for all consulting & training sessions.
Online Support – Envisio Help Center
Go to https://envisio.zendesk.com/hc/en-us/requests/new or click on “Need Help?” and then “Contact Support” in the lower right-hand corner of your Envisio environment to open a support ticket. Fill out your information and send it our way. Support tickets are addressed during regular business hours.
Live Agent Phone Support
We prefer help desk tickets to track your support request but you can also email [email protected] or call (888) 371-4800 and press 1 to access technical support during regular business hours.
Online Knowledge Base
Our online knowledge base (https://envisio.zendesk.com/) is available 24/7 and contains articles explaining Envisio features and step-by-step instructions on how to accomplish common tasks within the software.
Envisio Academy
Envisio Academy is our one-stop shop for learning how to use Envisio. Register for live online or OnDemand classes through our website (https://academy.envisio.com/main), and ask questions of our expert training team in a webinar-like environment. We offer classes across a variety of topics, both tactical how-to within the platform as well as best practice planning and performance-related content. We also cater to various user roles, from brand-new users to seasoned system admins. Most classes run for about an hour, and the schedule varies monthly.
Envisio Envisionary Community
Our Envisionary Community connects you with like-minded individuals to share experiences, accomplishments, and challenges in a safe and inclusive space. Join webinars co-hosted by our customers who give tactical advice. Be a co-host yourself. Leverage our library of Performance Measures from actual living plans across our community. envisio.com
February 4, 2024
TO: HONORABLE MAYOR AND COUNCIL MEMBERS
FROM: CITY CONTROLLER
SUBJECT: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
COMPTON AUTHORIZING THE CITY MANAGER TO ENTER
INTO A MULTI-YEAR AGREEMENT BETWEEN THE CITY OF
COMPTON AND JL GROUP LLC TO PROVIDE FRAUD
INVESTIGATION SERVICES TO THE CITY OF COMPTON AND
TO ISSUE A PURCHASE ORDER FOR AN AMOUNT OF TWO
HUNDRED TWENTY-FIVE THOUSAND DOLLARS ($225,000)
FOR A THREE-YEAR CONTRACT.
SUMMARY
Adoption of this resolution will authorize the City Manager to execute a three - year agreement between the City of Compton and JL Group LLC to provide Fraud Investigation services to the City of Compton and to issue a purchase order in an amount of Two Hundred Twenty-Five Thousand Dollars ($225,000).
BACKGROUND
The State Controller’s audit report of March 2018 for the City of Compton found that there was an embezzlement that occurred from May 2010 through December 2016, which totaled $3.72 million. This embezzlement was not timely detected nor reported. Finding number 2019-009 in the City’s Single Audit Report for the FiscalYear 2018-2019 further stated that “An embezzlement of $3.72 million remained undetected for years, and was only discovered in 2016”. This aforementioned Single Audit Report is available on the City’s website.
Further, the aforementioned Single Audit report made the following recommendations within the following finding numbers:
#2014-101B: Risk Identification (SD)
Recommendation: We recommend that the City put mechanisms in place to aid in anticipating, identifying, and reacting to routine events that affect the achievement of objectives.
#2014-122B – Communication (BP)
8. Staff Report – Resolution Fraud Investigator (JL Group LLC) February 4, 2025, Page 2
Recommendation: We recommend that the City has forms and means of communication in place to be able to communicate important information with employees and others.
#2014-136B – Report Deficiencies (SD)
Recommendation: We recommend that issues and deficiencies are directly communicated to the Responsible Person and elevated to someone at least a level higher.
Lastly, it should be noted that The Association of Certified Fraud Examiners (ACFE) in a “Report to the Nations” in 2018 on Global Occupational Fraud and Abuse stated that “Fraud in general poses a tremendous threat to organizations of all types and sizes, in all parts of the world”. They advised that proactive measures such as fraud investigation are vital in catching frauds and abuses early, which can help to limit losses [Source: 2018 ACFE Fraud Report to the Nations].
STATEMENT OF THE ISSUE
The City Controller’s office published Request for Proposal for professional Fraud Investigator service providers. Responses were received from three prospective vendors: JL Groups LLC, MARCUM Accountants, and CliftonLarsonAllen LLP.
Presentations and interviews were conducted with the three vendors and JL Group LLC was selected. JL Group LLC demonstrated that they are the most responsive and qualified candidate with the lowest bid to conduct the service.
Candidate rates ranged as follows:
Firm Name Rate Proposed
Clifton Larson Allen LLP $150 - $450/hr
JL Group LLC $250 - $450/hr
Marcum LLP $250 - $550/hr
The candidate rating was based on the following criteria:
1. Company Background and General Qualification.
2. Technical Expertise and Knowledge of the Service.
3. Previous Experience with Services Similar in Scope.
4. Completeness and Accuracy of the Proposal.
5. Service Delivery Approach.
6. Cost of Services.
7. References.
Staff Report – Resolution Fraud Investigator (JL Group LLC) February 4, 2025, Page 3
The Fraud Examiners Manual on page 3.101 stated the importance of Fraud examination to include: identification of improper conduct and persons responsible for it, stop ongoing fraud, stop future losses, strengthening internal control weaknesses etc.
Staff is requesting that the City Council authorize the City Manager to enter into a multi-year agreement (Fiscal Years 2024-25, 2025-26, and 2026-27) with JL Group LLC to provide Fraud Investigation services at a total cost of Two Hundred TwentyFive Thousand Dollars ($225,000).
FISCAL IMPACT
The amount for this service is Two Hundred Twenty-Five Thousand Dollars ($225,000) for the three-year contract. This amount is appropriated in the City Controller’s office budget for the Fiscal-Year 2024-2025 in account number 1001- 650-000-4266. (General Fund – Contract Services)
The contract will be payable based on fees-for-services at the rates shown on the vendor’s Letter of Agreement.
APPROVED FOR FORWARDING:
SHARON RAHBAN NAVIZADEH
CITY CONTROLLER FORWARDED TO CITY MANAGER
RESOLUTION NO. __________
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF COMPTON AUTHORIZING
THE CITY MANAGER TO ENTER INTO A MULTI-YEAR AGREEMENT BETWEEN THE
CITY OF COMPTON AND JL GROUP LLC TO PROVIDE FRAUD INVESTIGATION
SERVICES TO THE CITY OF COMPTON AND TO ISSUE A PURCHASE ORDER FOR AN AMOUNT OF TWO HUNDRED TWENTY-FIVE THOUSAND DOLLARS ($225,000) FOR A THREE-YEAR CONTRACT.
WHEREAS, the State Controller’s Audit Report of March 2018 found that there was an embezzlement that occurred from May 2010 through December 2016 that totaled $3.72 million, this remained undetected until 2016, and
WHEREAS, the City is in need of a fraud investigator to conduct independent investigations of reports of potential frauds, abuses, and misappropriation of City assets, and WHEREAS, the City’s Audit Committee published Request for Proposal (RFP) for the purpose of hiring a professional fraud investigator service firm, and WHEREAS, bids were received by three candidates, and were independently evaluated and rated, and
WHEREAS, JL Group LLC received the highest ranking and is being recommended for an agreement because of the background, technical expertise, experience, cost, service delivery, completeness and accuracy, and
WHEREAS, the fiscal impact of this agreement for fraud investigation services is being recommended to be a total cost of Two Hundred Twenty-Five Thousand Dollars ($225,000) over three years, and
WHEREAS, it is recommended that the City Council adopt the attached Resolution to authorize the City Manager to enter into an agreement with JL Group LLC to provide Fraud Investigation services for a Three-year period and to authorize the City Manager to open a purchase order for JL Group LLC to provide Fraud Investigation services.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF COMPTON DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. That the City Manager is hereby authorized to enter into a multi-year professional services agreement (Fiscal Years 2024-25, 2025-26, and 2026-27) with JL Group LLC to provide Fraud Investigation services.
SECTION 2. That a purchase order is authorized to be issued to JL Group LLC for Fraud Investigation services in an amount not to exceed Two Hundred Twenty-Five Thousand Dollars ($225,000).
SECTION 3. That the amount of Two Hundred Twenty-Five Thousand Dollars ($225,000) is available in the City Controller’s Fiscal-Year 2024-2025 Office Budget in account number 1001-650-000-4266, General Fund Contractual Services account.
SECTION 4. That a copy of this Resolution shall be filed in the offices of the City Clerk, City Attorney, City Manager, and City Controller.
SECTION 5. That the Mayor shall sign and the City Clerk shall attest to the adoption of this Resolution.
Resolution No. _________
2 ADOPTED this ____________ day of _____________, 2025. _______________________________
MAYOR OF THE CITY OF COMPTON
ATTEST:
________________________________
CLERK OF THE CITY OF COMPTON
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss
CITY OF COMPTON )
I, Satra D. Zurita, City Clerk of the City of Compton, hereby certify that the foregoing Resolution was adopted by the City Council of the City of Compton, signed by the Mayor and attested by the City Clerk at a regular meeting thereof held on this ___________ day of ________________, 2025.
That said Resolution was adopted by the following vote, to wit:
AYES: COUNCILMEMBERS -
NOES: COUNCILMEMBERS -
ABSTAIN: COUNCILMEMBERS -
ABSENT: COUNCILMEMBERS -
___________________________________
CITY CLERK OF THE CITY OF COMPTON
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
THE CITY OF COMPTON AND JL GROUP LLC
THIS AGREEMENT (this “Agreement”) is made, and entered into, effective as of date of approval by and between JL Group, LLC, a California Limited Liability Company ("JL Group LLC") and City of Compton, (“Client”). JL Group LLC and Client are sometimes collectively referred to herein as the “Parties.”
RECITALS:
WHEREAS: The City desires to have a Fraud Hotline Service that will give the employees access to make anonymous reports of potential frauds, abuses and misappropriation of City assets, and WHEREAS: The City wants to contract the services of a Fraud Investigator as needed to conduct investigations into allegations of suspected fraud, waste, abuse, misappropriation committed against City of Compton, and
WHEREAS, The City of Compton wishes to utilize the Services of JL Group LLC as defined in the attached Statement of Work (“SOW”) in conjunction with City’s compliance and/or ethics program to assist in the identification of possible unethical, illegal or questionable behavior; and
WHEREAS, JL Group LLC is willing to provide these services to the City of Compton and the City is willing to establish such services, under the terms and conditions set forth in this agreement.
NOW, THEREFORE, in consideration of the mutual covenants and promises contained herein, the receipt and sufficiency of which is acknowledged by the parties as sufficient, the parties agree as follows:
AGREEMENT
1. TERM OF THE CONTRACT: This agreement shall be effective as of the contract effective date and shall remain in effect until terminated as set forth in this agreement. The initial term of this agreement shall commence on the “contract effective date” and end on the last day of the initial term as set forth under “Project Specifics” and shall be renewed for successive one-year periods (the each a “renewal term(s)”). either party shall have the right not to renew, provided the other party is notified in writing with delivery confirmation that is received at least sixty (60) days prior to the end of the initial term or each renewal term.
Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
2 2. SCOPE OF WORK: The Client has retained the services of an independent investigator JL Group, LLC to conduct an independent investigation(s) of workplace conduct/fraud concerning the client’s official(s) and or employee(s) or third parties. The client will determine the scope of the investigative assignment(s), which will include reaching factual findings and/or determinations of violations of the client’s workplace rules and/or law concerning the conduct of one or more of the client’s officials’ employees and/or third parties. The assigned Workplace Investigator will perform the investigation(s) and all professional services. Workplace Investigator will engage an independent transcription service to transcribe recorded statements taken during the course of the investigation.
3. Client has authorized GL Group LLC to perform a “limited scope legal services workplace investigation.” JL Group, LLC have been retained in their capacity as Workplace Investigators to bring his/her skill, training, and professional judgment to bear in conducting an impartial investigation of work place allegations. Client understands that JL Group, LLC has not been retained to represent Client in litigation, to advocate on behalf of Client or to advise Client in regard as to any steps Client should take based on the investigation results. It is expressly agreed that Client will look to their own legal counsel for such services, as well as for advice with respect to issues which may arise relating to the investigation, including, to create and preserve any privilege, the consequences of any decision to reveal all or part of the results of the investigation to third parties, the need for any interim measures, such as the propriety of placing employees on administrative leave during the pendency of the investigation, any steps Client should take to preserve evidence, the proper scope (i.e., issues to be investigated) of the investigation, the propriety and scope of any confidentiality admonitions in light of the Banner decision, the propriety of any electronic searches, any obligations under state or federal fair credit reporting laws and any need for any specialized workplace "threat assessment(s)." By this contract, Client grants its informed consent for Workplace Investigator to perform the limited scope legal services, as described above.
4. The Client and JL Group LLC agree that the objective of this engagement is for JL Group LLC to conduct an impartial investigation into the conduct of Compton’s employee(s), and other stake holders misconducts JL Group LLC does not guarantee any particular result or finding. Rather, JL Group LLC will reach findings based on an impartial and professional evaluation of the evidence available. Client understands that its obligation to pay fees and costs does not depend on the outcome of the investigation.
5. FEES. the fees for this contract shall be a total sum of Two Hundred Twenty-Five Thousand Dollars ($225,000) for the three-year period which shall be paid hourly on a fee-for-service basis.
Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
3 The parties agree that the fees under project specifics can be renegotiated upon meeting certain criteria as defined in the SOW.
Client must notify JL Group in writing at least sixty (60) days before the start of a renewal term that they wish to renegotiate the fees.
Client must be in good standing with all monies due to JL Group paid in full. Any newly negotiated fee amounts must be mutually agreed upon by both parties by the renewal date.
6. Payment. The method of payment for this contract will be on a fee-for-service basis. Hourly rates for services and anticipated billable hours are specified within CONSULTANT’s “Summary of Professional Fees,” as contained with the CONSULTANT’s Letter of Engagement below.
7. Confidentiality Each party shall protect as confidential, and shall not disclose to any third party, any confidential information received from the disclosing party or otherwise discovered by the receiving party during the term of this agreement, including, but not limited to, the pricing and terms of this agreement, and any information relating to the disclosing party’s technology, business affairs, financial statements, customer lists, operational procedures, fee schedules, passwords, personnel files, internal investigations or assessments, trade secrets, data bases, computer software applications, licensed materials, and marketing or sales plans (collectively the “Confidential Information”). The parties shall use confidential information only for the purpose of this agreement. The foregoing restrictions on use and disclosure of confidential information do not apply to information that is required to be disclosed by law, regulation, or court or governmental order or to any information that is or becomes publicly known other than as a result of a violation of the law.
8. Destruction and Return of Client Information Pursuant to the agreement, within thirty (30) days of the completion of JL Group LLC services for the City, termination of this agreement, or such earlier time as the City may request, and at City’s discretion, JL Group LLC shall securely destroy all client information in their possession in such a manner as to eliminate the possibility that City information is capable of being read or reconstructed, except that JL Group LLC shall be permitted to retain one copy of the information transferred pursuant to this agreement for the purpose of establishing compliance with any applicable laws or regulations and for defending or maintaining any litigation relating to this agreement, in each case provided that such information shall remain subject to the confidentiality obligations set forth herein in accordance with the terms hereof.
9. Standard of Care; Liability Insurance.
Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
4 JL Group LLC agrees to provide the services in a careful and professional manner consistent with applicable industry standards.
During the term of this agreement, JL Group LLC will maintain, at its own expense the minimum amounts of insurance specified below:
General Comprehensive Liability Insurance in an amount of at least$1,000,000 for bodily injury (including death) and property damage.
Commercial General Liability (CGL) and/or umbrella Liability insurance [written on ISO Occurrence form CG 00 01 12 07 or equivalent, written on an occurrence form], with a limit of not less than $2,000,000 each occurrence.
Professional Liability/Errors and Omissions coverage covering the liability for any financial loss due to negligent error or omission of JL Group LLC or its employees and agents with a policy limit of $2,000,000 per event. Cyber Liability including network security and privacy risks.
Coverage will include unauthorized access, failure of security, wrongful disclosure, collection, or other negligence in the handling of confidential information, privacy perils, and data breach expenses, and consumer notification expenses, in an amount not less than $2,000,000.
Workers Compensation and Employers Liability Insurance meeting minimum statutory requirements. Commercial Umbrella and/or Employers Liability Limits of no less than $1,000,000 each accident for bodily injury and $1,000,000 each employee for bodily injury by disease.
Automobile Liability and/or Umbrella Liability insurance with limits of not less than $1,000,000 each accident.
10. Termination, In the event of a breach of any provision of this agreement, the non-breaching party shall notify the breaching party in writing of the specific nature of the breach and shall request that it be cured. If the breaching party does not cure the breach within Sixty (60) days of such notice, the non-breaching party may immediately terminate this agreement effective on the date specified in written notice to the breaching party. In the event that JL Group LLC is the breaching party and was not able to cure the breach within the allotted time frame, JL Group LLC shall reimburse the client for any Fees for Service paid in advance and not rendered or delivered under the current agreement.
Upon termination or expiration of this agreement, all licenses granted herein will terminate, and each party will return the other party’s confidential information.
11. Indemnification; Limitation of Liability Client agrees to indemnify and hold harmless JL Group LLC and its respective affiliates, directors, officers, employees, agents, and insurers from and against any and all claims, demands, actions, losses, expenses, damages, liabilities, costs (including, without limitation, interest, penalties and reasonable Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
5 experts’ and attorneys' fees) and judgments, in whatever jurisdiction brought, under either federal or state law, from any and all actions, liabilities, damages, claims or expenses of any kind, including reasonable attorneys’ fees, to which JL Group LLC may become subject and which arise out of any failure on the part of the Client to perform its obligations under this Agreement.
Client agrees and understands that JL Group LLC does not guarantee nor warrant the veracity of information received from by JL Group LLC, and JL Group LLC is not responsible and shall not be liable for any action or inaction Client may take based on information accurately relayed to the client by JL Group LLC. Client agrees to indemnify and hold harmless JL Group LLC for any such use or misuse of any information appropriately obtained by JL Group LLC and accurately conveyed to client during the normal course of business.
NOTWITHSTANDING ANYTHING TO THE CONTRARY HEREIN, (I) IN NO EVENT
SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY OR ANY THIRD PARTY FOR
LOST PROFITS, CONSEQUENTIAL, SPECIAL, SPECULATIVE, INCIDENTAL OR
PUNITIVE DAMAGES WHATSOEVER ARISING OUT OF OR RELATING TO THIS AGREEMENT, REGARDLESS OF THE BASIS OF THE CLAIM; AND (II) EACH PARTY’S AGGREGATE
LIABILITY HEREUNDER FOR ANY SERVICES PERFORMED HEREUNDER AND ALL CAUSES
OF ACTION RELATING TO THIS AGREEMENT SHALL IN NO EVENT EXCEED AMOUNTS PAID BY CLIENT TO JL Group LLC HEREUNDER; PROVIDED, HOWEVER, THE
FOREGOING LIMITATION OF LIABILITY SHALL NOT APPLY TO DAMAGES ARISING FROM JL GROUP LLC’S BREACH OF ITS OBLIGATIONS PURSUANT TO SECTION 5 (CONFIDENTIALITY) HEREUNDER NOR TO CLIENT’S INDEMNIFICATION OBLIGATIONS PURSUANT TO SECTION 9..
12. Governing Law. This agreement shall be governed by and construed in accordance with laws of the State of California, without regard to the choice-of-law rules thereof.
13. Arbitration. Any controversy, dispute or disagreement arising out of or relating to this Agreement, the breach thereof or the subject matter thereof, shall be settled by arbitration, which shall be administered in Orange County, by the American Arbitration Association under its Commercial Arbitration Rules, as presently in effect, and which to the extent of the subject matter of the arbitration shall be binding not only on all Parties to the Agreement but also on any other entity controlled by, in control of or under common control with the Party to the extent that such affiliate joins in the arbitration, and judgment on the decision rendered by the arbitrator may be entered in any court having jurisdiction thereof. Each Party shall bear their own costs and expenses incurred in connection with any such arbitration.
14. Force Majeure. A party will not be deemed to be in breach of its obligations under this agreement to the extent that a failure to perform is due, in any substantial part, to factors beyond its Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
6 reasonable control, including, without limitation, civil disorder, disruptions of telecommunications services, labor disputes, governmental restrictions, fires, explosions, earthquakes, drought, tidal waves and floods, war, hostilities (whether war be declared or not), invasion, act of foreign enemies, mobilization, requisition, embargo, rebellion, revolution, insurrection, or military or usurped power, civil war, contamination, riot, commotion, strikes, go slows, lock outs disorder, acts or threats of terrorism or other events beyond the control of a Party (each a “Force Majeure”).
15. Notices and Amendments. All amendments pursuant to this agreement must be in writing and executed by and authorized representative from the client and an authorized representative of JL Group LLC. The amendment shall be deemed effective upon delivery to the addresses specified under “Contact Information,” with the costs of delivery being borne by the party requesting the amendment. Notices shall be delivered by any commercially reasonable means available. JL Group LLC will proceed with work only when such amendment has been executed by both parties.
Fees for new services under any amendment shall be prorated to the renewal date of the current agreement, and then shall follow the same renewal term as the agreement.
16. Independent Contractors. Client is retaining JL Group LLC as an independent contractor, and nothing in this Agreement shall be construed to create any relationship of employer and employee between the Parties or between Client and any of JL Group LLC’ s employees or subcontractors.
Unless otherwise expressly provided by written agreement, neither Party shall be liable for any of the obligations, liabilities or debts of the other party. Nothing in this Agreement shall be interpreted to provide that JL Group LLC is an agent of Client.
17. Information Sent via Internet. In no event shall JL Group LLC be liable for any lost or delayed e-mail messages or attachments, or damages caused by viruses or other harmful components that were not caused by JL Group LLC.
18. Warranties/Guarantees. JL Group LLC, its employees, agents, successor, and/or assigns, make no warranties, expressed or implied, or assume any legal liability or responsibility for the accuracy, completeness or usefulness of any information received by JL Group LLC and eventually forwarded to Client.
20. Entire Agreement; Waiver; Survival. This agreement and any attached SOW(s)and exhibit(s) set forth the entire understanding of the parties with respect to the subject matter hereof. This agreement supersedes and cancels all prior agreements between the parties, whether written or oral, relating to the subject matter hereof. The parties’ obligations under sections Confidentiality, Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
7 Indemnification; Limitation of Liability, and Information Sent via internet will survive the termination of this agreement.
21. General. Headings and captions contained herein are for convenience only and shall not affect the interpretation of the agreement. This agreement may be executed in counterparts. When executed by all parties, this agreement shall be deemed effective as of the effective date.
22. Severability. If any part of this agreement shall be determined to be invalid, illegal or unenforceable by any valid act of congress or act of any legislature or by any regulation duly promulgated by the United States or a state acting in accordance with the law, or declared null and void by any court of competent jurisdiction, then such part shall be reformed, if possible, to conform to the law and, in any event, the remaining parts of this agreement shall be fully effective and operative in so far as reasonably possible.
23. HIPAA. JL Group LLC represents and warrants that all Services and products that it provides to client will comply in all material respects with the Health Insurance Portability and Accountability Act (“HIPAA”) and related regulations, including the EDI Standards, from and after each applicable compliance date. JL Group LLC represents that when handling confidential health information, it will maintain the level of protection required of business associates under HIPAA regulations, from and after each applicable compliance date. Upon Client’s request, JL Group LLC agrees to provide such written assurances or other documentation as Client may reasonably require in order to maintain compliance with HIPAA. If at any time it is reasonably determined by Client that Services provided under this Agreement are not HIPAA compliant, and makes written notice of such determination, JL Group LLC agrees to correct such problem at no additional charge within thirty days after receiving written notice thereof from Client.
24. Assignment. Neither party may assign, sub license, rent, lease or otherwise transfer its rights, duties, or obligations under this agreement to any person or entity without the prior written consent of the other party, except that JL Group LLC shall be permitted to fully assign this agreement (and any amendment hereto) to the purchaser of all or substantially all of its assets or to any successor by merger, consolidation or similar corporate action provided that JL Group LLC shall remain obligated for its performance prior to such effective date of such assignee.
25. Contact Information:
Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
8 Client
Liaison:
JL Group
LLC
Liaison:
Jeffrey B Love ESQ
Title: Title: Senior Account Manager
Street: Street: 30025 Alicia Parkway
#327. Laguna Niguel, CA
92677
E-mail: E-mail: [email protected]
Phone: Phone: (949) 282-8181
For
Billing:
Invoices
To:
Payments
To:
Accounts Payable
Street: Street:
E-mail: E-mail: teambilling@JL Group
LLC.com
Phone: Phone: 800-617-0415
Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
9 IN WITNESS WHEREOF, the parties’ authorized representatives have executed this agreement to be effective as of the contract effective date.
Acknowledged and agreed:
CLIENT: JL Group LLC:
Authorized Signature: Authorized Signature:
Printed Name: Sharon Rahban Printed Name: Jeffrey B Love, Esq Title: City Controller: Title: Attorney/Principal
Date: Date:
1. Project Specifics:
This section describes the Agreement Term and Fees for the services provided in this Agreement.
JL Group LLC
Regular Billing Rate (Attorney) - $375.00 per hour
Regular Billing Rate (Private Investigator) – (Senior Investigators) $275.00 per hour, (Associate Investigators) $250.00 per hour, (Digital Forensic Examiner) $450.00 per hour, (Forensic Accountant) $275.00 per hour. Mileage Rate - at the IRS Federal Rate Transcripts – Actual cost
Post Investigation Billing Rate (Hearing, Deposition, Trial etc.) - $450.00 per hour (4-hour minimums) Paralegal/Legal Assistant Fees - $145.00 per hour
Other Forensic Experts – as quoted with permission from the Client sought before engagement of needed services. Hearing Standby Fee: 4 hours per day of standby/on-call at the regular billing rate for any hearing, trial or proceeding related to Attorney’s services to Client.
Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
10 By _____________________________________ Dated: ______________ Sharon Rahban, City Controller
Approved by:
Dated: _______________ By ____________________________________ Willie Hopkins Jr., City Manager
Approved as to form:
By _______________________________ Dated: ______________ Eric Perrodin, City Attorney
ATTEST:
Dated: _______________ By ___________________________________ Satra Zurita, City Clerk
Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
11 ____________
30025 ALICIA PARKWAY, #327
LAGUNA NIGUEL, CA 92677
TELEPHONEFACSIMILE:: ((626) 771949) 282--00448181
PRINCIPALS E-MAIL: [email protected]
Jeffrey B. Love,
Esq. P.C.* * A
Professional
Corporation Jeffry
Johnson, Esq.
May 22, 2024
Sent by E-Mail
City of Compton
Thank you for utilizing our firm to conduct neutral fact-finding workplace/fraud administrative investigation(s).
The following is an agreement for legal/professional services.
The City of Compton, (“COMPTON”) (Client) has retained an independent attorney/investigator from JL Group, LLC (Workplace Investigator) to conduct an independent investigation(s) of workplace conduct/fraud concerning a COMPTON official(s) and or employee(s). The Client will determine the scope of the investigative assignment(s), which will include reaching factual findings and/or determinations of violations of COMPTON’s workplace rules and/or law concerning the conduct of one or more of COMPTON’s officials and/or employees. The assigned Workplace Investigator will perform the investigation(s) and all professional services. Workplace Investigator will engage an independent transcription service to transcribe recorded statements taken during the course of this investigation.
Client has authorized Workplace Investigator to act as a Workplace Investigator to perform a “limited scope legal services workplace investigation.” Workplace Investigator and JL Group, LLC have been retained in their capacity as Workplace Investigators to bring his/her skill, training, and professional judgment to bear in conducting an impartial investigation of the above-described allegations. Client understands that JL Group, LLC has not been retained to represent Client in litigation, to advocate on behalf of Client or to advise Client in regard as to any steps Client should take based on the investigation results. It is expressly agreed that Client will look to their own legal counsel for such services, as well as for advice with respect to issues which may arise relating to the investigation, including, to create and preserve any privilege, the consequences of any decision to reveal all or part of the results of the investigation to third parties, the need for any interim measures, such as the propriety of placing employees on administrative leave during the pendency of the investigation, any steps Client should take to preserve evidence, the proper scope (i.e., issues to be investigated) of the investigation, the propriety and scope of any confidentiality admonitions in light of the Banner decision, the propriety of any electronic searches, any obligations under state or federal fair credit reporting laws and any need for any specialized workplace "threat assessment(s)." By this Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
12 contract, Client grants its informed consent for Workplace Investigator to perform the limited scope legal services, as described above.
Workplace Investigators and JL Group, LLC are not employees of COMPTON and are not entitled to Worker’s Compensation benefits or any benefits afforded to employees of COMPTON.
Client and Workplace Investigator agree that the objective of this engagement is for Workplace Investigator to conduct an impartial investigation into the conduct of COMPTON’s employee(s), and that Workplace Investigator fulfills his/her duty to Client by conducting this investigation impartially and objectively.
Workplace Investigator does not guarantee any particular result or finding. Rather, Workplace Investigator will reach findings based on an impartial and professional evaluation of the evidence available to him/her.
Client understands that its obligation to pay fees and costs does not depend on the outcome of the investigation.
The fee for the Workplace Investigator’s service is as identified in the attached rate sheet, identified as Item A.
In the event the Workplace Investigator is required to provide testimony or other services after the completion of the investigation such as any post-investigation hearing, deposition, mediation, meetings and/or trial(s) related to the matter investigated, the fee is $450 per hour (four-hour minimums) plus expenses. Such post investigation services may be required by either Client or compelled by another party to a matter and/or judge, hearing officer or referee. The Client shall be invoiced on a thirty-day basis for all services provided by the Workplace Investigator. Invoices are due upon receipt.
Please acknowledge your approval of the agreement in the place provided and return an original signed copy to: Jeffrey B. Love and the JL Group, LLC, 30025 Alicia Parkway #327, Laguna Niguel, CA 92677 or by email copy to [email protected].
Sincerely,
JL Group, LLC
By: ________________________________________
JEFFREY B. LOVE, ESQ.
Attorney/Principal
JL Group, LLC
Approved by: ___________________Date: ___________________ Title: ___________________ Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
13 Rate Structure*
)
Regular Billing Rate (Attorney) - $375.00 per hour
Regular Billing Rate (Private Investigator) – (Senior Investigators) $275.00 per hour, (Associate Investigators) $250.00 per hour, (Digital Forensic Examiner) $450.00 per hour, (Forensic Accountant) $275.00 per hour.
Mileage Rate - at the IRS Federal Rate
Transcripts – Actual cost
Post Investigation Billing Rate (Hearing, Deposition, Trial etc.) - $450.00 per hour (4-hour minimums)
Paralegal/Legal Assistant Fees - $145.00 per hour
Other Forensic Experts – as quoted with permission from the Client sought before engagement of needed services.
Hearing Standby Fee: 4 hours per day of standby/on-call at the regular billing rate for any hearing, trial or proceeding related to Attorney’s services to Client.
Professional Services Agreement JL Group LLC
Fraud Investigator Services
Fiscal Years 2025, 2026,2027
14