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, 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 in the USA. 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. 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.
Attachment 1
4
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
5
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), Christmas Day (December 25) and Boxing Day (December 26).
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 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.
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 6
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 Envisio 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. 7
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 60 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, Duties and Tariffs
Envisio shall charge the Customer, and the Customer shall pay to Envisio, all applicable taxes, duties and tariffs, including any retroactive taxes, duties or tariffs on past Fees or charges (whether already paid or not) in cases where Envisio is under a legal obligation to collect such tax, duties or tariffs from the Customer. The Customer shall be responsible for any and all other taxes, duties or tariffs 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. 8
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 11.10 below.
Upon termination or expiration of this Agreement, Customer shall have no rights to continue use of the Service. 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 Non-Appropriation of Funds
If Customer fails to receive sufficient appropriation of funds for continuation of this Agreement or like services, Customer may unilaterally terminate this Agreement upon thirty (30) days written notice to Envisio. Non-appropriation of funds as used herein means a level of funding that results in less funding than that which was allocated for the Services in the immediately preceding fiscal year. Customer will not be entitled to a refund or offset of previously paid, but unused fees. Customer agrees not to use termination for lack of appropriations as a substitute for termination for convenience.
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 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 9
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.
7.2 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,
ENVISIO 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, 10
WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE, GROSS NEGLIGENCE, FUNDAMENTAL BREACH, BREACH OF 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 FEES OWED TO ENVISIO UNDER THIS AGREEMENT AND ANY COST, EXPENSE OR 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, LICENSORS AND THE LIKE.
This Section shall survive any termination or expiration of this Agreement. 11 INSURANCE
11.1 Coverage. Enviso shall, at its own expense, maintain insurance coverage throughout the term of this Agreement, with limits of liability not less than the following:
● General Liability Insurance: $5,000,000 USD per occurrence for bodily injury, property damage, personal injury and contractual liability.
● Professional Liability Insurance (Errors & Omissions): $5,000,000 USD in the aggregate, covering claims arising out of the performance or failure of the software, including any negligent acts, errors, or omissions. ● Cyber Liability Insurance: $5,000,000 USD in the aggregate for losses due to data breaches, cyber incidents, or unauthorized access.
11.2 Proof of Insurance. Upon execution of this Agreement and reasonable request thereafter, Envisio shall provide the Customer with certificates of insurance evidencing the coverage specified in 11.1. Envisio shall provide at least 30 days prior written notice to the Customer of any cancellation, non-renewal, or material change in the policy. 11
12 INDEMNIFICATION
Envisio shall release, defend (at the Customer’s option), indemnify and hold harmless the Customer, its agents, officers and employees (collectively the “indemnified parties”) against any and all claims, demands, liabilities, judgments, penalties, costs, expenses (including attorneys’ fees and experts’ fees), and damages (“Claims”) based on or arising out of any actual or alleged loss or injury (including death) to persons or damage to real or tangible property, or patent or copyright infringement, that are caused or alleged to be caused, in whole or in part, by, or arising out of the gross negligence or willful misconduct of Envisio, its agents, servants, employees or subcontractors. The Customer agrees to notify Envisio in writing within a reasonable period of time of the assertion of any Claim for which the Contractor has agreed to indemnify the Customer pursuant to this section.
This Section shall survive any termination or expiration of this Agreement. 13 GENERAL
13.1 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.
13.2 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.
13.3 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.
13.4 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.
13.5 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 12
holiday in British Columbia or the State of California.
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
13.6 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.
13.7 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.
13.8 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.
13.9 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.
13.10 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:
13
Envisio Solutions Inc.
300-15300 Croydon Drive
Surrey, BC V3Z 0Z5
Tel: 888-371-4800
email: [email protected]
13.11 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 13 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: ________________________________
Madison Dias
VP of Sales
August 15, 2025
14 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 52,175.00
Subtotal USD 52,175.00
Email [email protected]
Prepared By Mark Kachmar
Expiration Date 15/09/2025
Created Date 18/08/2025
Quote Number 1701416
505 Forest Avenue
Laguna Beach, California 92651
United States
Bill To
Bill To Name City of Laguna Beach, CA
Product Description Quantity Sales
Price
Total
Price
Enterprise Software Subscription: Envisio Bundle including unlimited Plans, Analytics, Public Dashboard and Projects - Annual Subscription with Unlimited Licenses - ENV-ENTP-50-99M 1.00 USD34,500.00 USD
34,500.00
Professional Services: A one-time fixed fee which includes the phases in the attached document entitled “Appendix B - Scope of Work (SOW)" - ENV-PS-01 1.00 USD17,675.00 USD
17,675.00
Quote Accepted By:
15 Pricing Term for Quote Number 1701416:
● Envisio Appendix A - Quote is for a 3-year term
● Envisio will apply an 5% annual increase beginning in Year 2 Year 1 Price
Annual Software Subscription + One-time Professional Services $52,175 USD
Year 2 Price
Annual Software Subscription (includes 5% annual increase) $36,225 USD
Year 3 Price
Annual Software Subscription (includes 5% annual increase) $38,036 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)
16 Appendix B - Scope of Work
(SOW)
Submitted by:
Envisio Solutions, Inc.
17 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.
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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
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Scope of Work
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
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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
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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
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Performance Measures Implementation
In this phase our expert trainers will support as your core team builds up to thirty (30) performance measures to be showcased on your dashboards. 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
● Host up to two (2) one-hour support and guidance sessions as you build your data sources, visuals, and dashboards following best practices and tailored to your organization’s needs.
These sessions are best suited to a group-setting for capacity building. ● Build a sample set of three (3) Data Sources and three (3) Visualizations to optimally showcase the performance measures, while streamlining how to integrate the data. ● Work directly with your IT resources to test the integration functionality, ensuring data successfully reaches the intended data sources and populates the sample set. 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 three (3) Data Sources and three (3) Visualizations to develop a proof of concept for further integration work and your data source framework.
● 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. Testing of the integration will include one (1) system, including data sources from the sample set of three (3). This will serve as the basis for you to continue building out the integration, and add to and maintain it in the future.
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● Build Data Sources: Following our team’s recommendations for data source structure, and with the support of your Implementation Consultant, you will build the data sources required for each performance measure.
● Dedicate Time to Building Visuals - graphs, scorecards, summary labels, etc.: with the support of your Implementation Consultant, you will build visualizations, such as graphs, tables, and scorecards, to present the performance data effectively. ● Build Analytics Dashboards: Your team will construct analytics dashboards, tailored to each department's needs, showcasing performance metrics in a coherent and visually appealing manner.
● Map Visuals to Corresponding Plan Elements (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 envisio.com
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Performance Measures Build Service
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 twenty-five (25) 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
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● 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 thirty (30) measures built in Envisio, with necessary data sources and visuals ● Up to two (2) Performance Measures dashboards built, if requested envisio.com
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Projects Implementation
In this phase our expert trainers will equip your team with the capacity to build, manage, and track projects in Envisio.
During this phase, Envisio will:
● Host one (1) one-hour session to train and provide guidance as you learn to use your Envisio instance and input your projects into the system.
○ System configuration and project structure setup
○ Project and Task build
○ Project Reporting and Dashboard build
During this phase, You will:
● Actively participate in project admin training session: Your active participation in the training session is vital for aligning Envisio's configuration with your organization's specific requirements.
● Dedicate time to building your project(s): It will be important that you dedicate time to building your project(s) and completing assigned "homework" assignments after the session with your Envisio trainer.
Key Deliverables
● One Envisio administrative training session for project admins ● Your project(s) entered into the Envisio platform, ready to receive updates envisio.com
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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 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.
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 five (5) 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
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Task 2.4 - Host one (1) one-hour ad-hoc support session t Task 2.5 - Host two (2) one-hour training sessions t t
Performance Measures Implementation
Our standard timeline to complete Performance Measures Implementation is six (6) weeks and typically follows the general timeline below. These timelines are subject to tasks and activities assigned to your team being completed on time.
Timeline W1 W2 W3 W4 W5 W6
Phase 3: Performance Measures Implementation p p p p p p Task 3.1 - Host three (3) weekly, one-hour consultation/build sessions t t t
Task 3.2 - Host up to two (2) one-hour support and guidance sessions t t Task 3.3 - Build a sample set of three (3) Data Sources and three (3) Visualizations T T
Task 3.4 - Work directly with your IT resources to test the integration functionality T T
Projects Implementation
Our standard timeline to complete Projects Implementation is three (3) weeks and typically follows the general timeline below. These timelines are subject to tasks and activities assigned to your team being completed on time.
Timeline W1 W2 W3
Phase 4: Projects Implementation p p p
Task 4.1 - Host one (1) one-hour consultation/build sessions t Task 4.2 - Host one (1) ad-hoc support session
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Performance Measure Workshop
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.
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Scope of Work
Performance Measure Workshop 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
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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 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 performance for your plan. Envisio will facilitate one (1) structured design workshop to introduce the concept of performance measures and the family of measures to key leaders at your organization.
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. ● In partnership with the client, design one (1) remote workshops to introduce best practices for defining performance measures in your organization. We anticipate the workshop will take up to 1.5 hours and cover key concepts such as:
○ Introduction to the family of measures
○ Process for brainstorming performance measures
○ Example performance measures
● Host a remote meeting to review the performance measures created following the workshop and answer questions.
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. ● Attend and participate in the performance measure design workshop. ● Work with staff after the workshop to apply learnings and design performance measures.
Key Deliverables
● Up to one (1) remote workshops to introduce the concept of and best practices for performance measurement.
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Performance Measure Consulting Timeline
Best Practice Guidance
Our standard timeline to complete the performance measure service is between two to three (2-3) 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
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
Task 2.1 - Facilitation of a remote meeting to review internal scan and evaluate relevant measures. t
Task 2.2 - Design and deliver one remote workshop T
Task 2.3 - Host a remote meeting to review the performance measures created t
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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
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