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Res No 015-25-16307RESOLUTION NO.015-25-16307 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA,APPROVING A MULTIYEAR AGREEMENT WITH ENVISIO SOLUTIONS,INC.FOR STRATEGIC PLANNING AND PERFORMANCE MANAGEMENT SOFTWARE AND PROFESSIONAL SERVICES TO ENHANCE CAPITAL PROJECT TRACKING,REPORTING AND TRANSPARENCY,IN AN AMOUNT NOT TO EXCEED $13,500 IN FY 2025 AND PROVIDING FOR AN ANNUAL SUBSCRIPTION AMOUNT OF $9,785 IN FY 2026,AND AUTHORIZING AN ANNUAL 5%INCREASE EVERY FISCAL YEAR THEREAFTER FOR THE REMAINING YEARS 3 THROUGH 5;AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE AN AGREEMENT FOR THE SOFTWARE AND SERVICES; PROVIDING FOR IMPLEMENTATION,CORRECTIONS, AND AN EFFECTIVE DATE. WHEREAS,the City of South Miami (“City”)is committed to improving transparency, accountability,and efficiency in the management of its capital projects;and WHEREAS,tracking and reporting on the status of capital projects in a clear,accessible, and real-time manner is essential for effective governance and public engagement;and WHEREAS,Envisio Strategic Planning and Performance Management Software provides a comprehensive platform for project tracking,performance reporting,and data visualization, allowing City staff,elected officials,and residents to monitor progress on capital investments (“Software”);and WHEREAS,implementing the Software will enhance the City’s ability to streamline project updates,centralize reporting,and share progress on key infrastructure,transportation,and public facility projects;and WHEREAS,Envisio Solutions,Inc.(’’Envisio”)provided the Proposal attached hereto as Exhibit “A””which includes the Quote and Scope of Work for the Software and professional implementation services,for a one-time purchase of professional implementation services and software in the amount of $13,500 for FY 2025 (Year 1),an annual software subscription in the amount of $9,785 for FY 2026 (Year 2),and 5%annual increases thereafter for software subscriptions for FY 2027 (Year 3)($10,079),FY 2028 (Year 4)($10,381)and FY 2029 (Year 5) ($10,693),for a total cost for professional implementation services and software subscriptions for the five-year term of $54,438;and WHEREAS,in addition to Envisio’s quote,the City obtained five (5)quotes in compliance with the City's procurement policies;and Page 1 of 3 Res.No.015-25-16307 WHEREAS,the City Commission desires to approve a multi-year agreement with Envisio for strategic planning and performance management software and professional services to enhance capital project tracking,reporting and transparency,in an amount not to exceed $54,438 for the five-year term,and authorize the City Manager to negotiate and execute an agreement for the Software and services,substantially in the form attached hereto as Exhibit “B”(the “Master Services Agreement ”);and WHEREAS,the cost of the Envisio Software will be charged to Account No.001-1790- 519-3450,pursuant to a transfer from Account No.001-1790-519-6490 with a current balance of $250,000,in the amount of $13,500 for FY 2025,an annual subscription amount of $9,785 in FY 2026 (Year 2),and 5%annual increases thereafter for software subscriptions for FY 2027 (Year 3)($10,079),FY 2028 (Year 4)($10,381)and FY 2029 (Year 5)($10,693),for a total cost for professional implementation services and software subscriptions for the five-year term of $54,438, and/or or such other funding source(s)as determined by the City Manager to be in the best interests of the City;and WHEREAS,the City Commission finds that this Resolution is in the best interest and welfare of the City. NOW,THEREFORE,BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,AS FOLLOWS: Section 1.Recitals.The above-stated recitals are true and correct and are incorporated herein by this reference. Section 2.Approval of Multi-Year Agreement.The City Commission hereby approves the purchase of the Software and Multi-Year Agreement with Envisio in the amount of $13,500 for FY 2025,an annual subscription amount of $9,785 for FY 2026 (Year 2),and 5% annual increases thereafter for software subscriptions for FY 2027 (Year 3)in the amount of $10,079,FY 2028 (Year 4)in the amount of $10,381 and FY 2029 (Year 5)in the amount of $10,693,for a total cost for professional implementation services arid software subscriptions for the five-year term of $54,438.The annual cost for the Software will be charged to Account No. 001-1790-519-3450,pursuant to a transfer from Account No.001-1790-519-6490 with a current balance of $250,000,and/or or such other funding source(s)as determined by the City Manager to be in the best interests of the City. Section 3.Authorization.The City Manager is hereby authorized to negotiate and enter into the Master Services Agreement with Envisio for the Software and services,in substantially the form attached hereto as Exhibit “B”,subject to the final approval of the City Attorney as to form and legal sufficiency. Section 4.Implementation,The City Manager is authorized to take any and all actions necessary to implement the purposes of this Resolution. Page 2 of 3 Res.No.015-25-16307 Section 5.Corrections.Conforming language or technical scrivener-type corrections may be made by the City Attorney for any conforming amendments to be incorporated into the final resolution for signature. Section 6.Effective Date.This Resolution shall become effective immediately upon adoption. PASSED AND ADOPTED this 18lh day of February,2025. ATTEST:APPROVED: CITY tLERK MAYOR READ AND APPROVED AS TO FORM, LANGUAGE,LEGALITY AND EXECUTION THEREOF COMMISSION VOTE: Mayor Javier Fernandez: Vice Mayor Brian Corey: Commissioner Steve Calle: Commissioner Danny Rodriguez: Commissioner Lisa Bonich: 5-0 Yea Yea Yea Yea YeaWEISS/SEROTA HELFMAN COLE &BIERMAN,P.L. CITY ATTORNEY Page 3 of 3 Agenda Item No:1. City Commission Agenda Item Report Meeting Date: February 18, 2025 Submitted by: Samantha Fraga-Lopez Submitting Department: City Manager Item Type: Resolution Agenda Section: Subject: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, APPROVING A MULTIYEAR AGREEMENT WITH ENVISIO SOLUTIONS, INC. FOR STRATEGIC PLANNING AND PERFORMANCE MANAGEMENT SOFTWARE AND PROFESSIONAL SERVICES TO ENHANCE CAPITAL PROJECT TRACKING, REPORTING AND TRANSPARENCY, IN AN AMOUNT NOT TO EXCEED $13,500 IN FY 2025 AND PROVIDING FOR AN ANNUAL SUBSCRIPTION AMOUNT OF $9,785 IN FY 2026, AND AUTHORIZING AN ANNUAL 5% INCREASE EVERY FISCAL YEAR THEREAFTER FOR THE REMAINING YEARS 3 THROUGH 5; AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE AN AGREEMENT FOR THE SOFTWARE AND SERVICES; PROVIDING FOR IMPLEMENTATION, CORRECTIONS, AND AN EFFECTIVE DATE. 3/5 (CITY MANAGER) Suggested Action: Attachments: CC_Memo_Envisio_software solution_V3.DOCX Reso_Approve_Multi-Year_Agreement_Envisio_Solutions_-__Capital_Project_Software_CAv2.docx Envisio Proposal - South Miami, FL .pdf Envisio MSA - Jan20-2025.docx Ad.pdf 1 CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM TO:The Honorable Mayor, Vice Mayor, and Members of the City Commission FROM:Genaro “Chip” Iglesias,City Manager DATE:February 18th, 2025 SUBJECT:Multi-year contract with Envisio for Capital Project Tracking, performance management software and professional services to enhance Capital Project Tracking ($13,500 in FY 25, $9,785 in FY 26, 5% increase in subsequent contract years) RECOMMENDATION:Authorize the City Manager to enter into a five-year contract with Envisio for CIP tracking and reporting, Strategy Plan Dashboard, Performance Management & Reporting software. BACKGROUND: The City is modernizing and automating our approach to tracking and reporting on its Capital Improvement Projects (CIP). Currently, project data is managed in Excel, and the city is looking to transition to a more interactive and dynamic system that enhances real-time updates and public transparency. To support this effort, Envisio offers a centralized platform that streamlines project tracking, automates reporting, and integrates existing systems such as Civic Plus, which the City already uses for its website. This transformation will address the City's current challenges of manual data collection and report generation while enabling enhanced GIS integration and financial performance tracking. Envisio’s easy-to-use solution will significantly reduce the time needed to manage and update the progress on the CIP and produce meaningful reports to keep internal and external members apprised of projects ongoing within the City. In addition, this solution will be able to operationalize our strategic priorities once a strategic plan is completed thereby incorporating dynamic planning and a data-driven approach to ensure that activities align with the goals of the plan. .This software will not develop the actual plan but help track and report on its progess. In addition to Envisio’s quote, five quotes were obtained to ensure compliance with the City's procurement regulations. Key Benefits of Envisio for the City of South Miami: ●Centralized Project Management: A single platform to track, update, and report on CIP 2 $South ’Miami THE CITY OF PLEASANT LIVING CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM initiatives. ●Automated Updates & Reporting: Eliminates the need for monthly manual report compilation. ●GIS Integration: Supports location-based project tracking and visualization. ●Financial & Performance Tracking: Monitors budget allocations, expenditures, and project milestones in real-time. ●Enhanced Public Transparency: Provides a public-facing dashboard that offers residents easy access to project progress. ●Custom Branding & Visuals: Dashboards and reports will align with the City of South Miami’s branding and communication standards. ●User-Friendly Interface: Departmental teams can easily update project statuses, with changes automatically reflected on internal and public dashboards. ●Automated Notifications & Alerts: Keeps staff informed and ensures timely updates through scheduled reminders. ●Secure Single Sign-On (SSO): Ensures seamless and secure access for city employees. Envisio’s quote provides for a one-time purchase of professional implementation services and software in the amount of $13,500 for FY 2025 (Year 1), and provides for an annual software subscription in the amount of $9,785 for FY 2026 (Year 2), and 5% annual increases thereafter for software subscriptions for FY 2027 (Year 3) ($10,079), FY 2028 (Year 4) ($10,381) and FY 2029 (Year 5) ($10,693). The total cost of professional implementation services and software subscriptions for the five-year term is $54,438. FUNDING: The contract will be paid utilizing a transfer Account No. 001-1790-519- 6490 with a balance of $250,000 to Account No. 001-1790-519-3450 with a balance of $0. ATTACHMENTS: Proposed Resolution. Envisio Proposal Envisio Master Services Agreement 3 SouthTMiami THE CITY OF PLEASANT LIVING ENVISIO 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 US.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 ENVISIO 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 1hour Work continuously Every business day High 2 hours As soon as possible Every other business day ENVISIO 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),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 info@envisio.com 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 related to the day to day operation of the Services electronically to the Administrator's e-mail address.For clarity,all required notices that are contractual or legal in nature are to be directed as per 13.10. ENVISIO 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 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. (G ENVISIO 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 and Envisio's execution 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 per-unit 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 and/or in accordance with the Florida Prompt Payment Act (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. ENVISIO 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,by first providing written notice to Customer and an opportunity to cure within 10 days thereafter: •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 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 within 60 days from 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 6.5.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 ENVISIO data.For clarity,Envisio will not delete customer data until Customer has confirmed in writing they have obtained all Customer Data or 60 days from termination date,whichever is earlier. 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 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 ENVISIO 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 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,THIRD PARTY 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: ENVISIO •General Liability Insurance:$5,000,000 CAD per occurrence for bodily injury,property damage,personal injury and contractual liability. •Professional Liability Insurance (Errors &Omissions):$2,000,000 CAD 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:$2,000,000 CAD in the aggregate for losses due to data breaches,cyber incidents,or unauthorized access. •Automobile Liability Insurance:$1,000,000 CAD per occurrence for any vehicles used in relation to the services or products provided. 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. 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 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. ENVISIO 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 Florida,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.Venue for any litigation involving this Agreement shall be in Miami-Dade County,Florida. 13.5 Dispute Resolution 1.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 or the State of Florida.If the dispute remains unresolved after the escalation levels,then either party may assert its respective rights and remedies in a court of competent jurisdiction.Nothing in this section shall prevent the Customer or Envisio from seeking necessary injunctive relief during the dispute resolution procedures. 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. & ENVISIO 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 and Envisio acknowledge and agree that money damages are not an adequate remedy for any breach or threatened breach related to Customer's or Envisio's rights or the Customer's use of the Service beyond the rights granted to Customer in this Agreement.The Customer and Envisio therefore agree that in addition to other remedies available hereunder,by law or otherwise,Customer and Envisio shall be entitled to an injunction against any such breach by the other party. 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 contractual or legal notice to the Customer from Envisio must be given by in writing,e-mail,first class postal service (postage prepaid),or by pre-paid commercial courier delivered to Customer at: City of South Miami Attention:City Manager 6130 Sunset Drive South Miami,Florida 33143 Telephone:J305)668-2510 Email:ciglesias@southmiamifl.gov Notice to Company Any contractual or legal 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,BCV3Z0Z5 Tel:888-371-4800 email:info@envisio.com 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 ENVISIO 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. 14.Municipal Contract Provisions. 14.1 Public Records, 14.1.1 The Customer is a public agency subject to Chapter 119,Florida Statutes.Envisio shall comply with Florida's Public Records Law.Specifically,if and to the extent Chapter 119 is appliable to Envisio's performance pursuant to this Agreement,Envisio shall: 14.1.1.1.Keep and maintain public records required by the Customer to perform the service; 14.1.1.2.Upon request from the Customer's custodian of public records,Envisio shall provide the Customer with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided by Chapter 119,Florida Statutes, or as otherwise provided by law. 14.1.1.3.Ensure that public records that are exempt or that are confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and,following completion of the Agreement,Envisio shall destroy all copies of such confidential and exempt records remaining in its possession after Envisio transfers the records in its possession to the Customer;and 14.1.1.4.Upon completion of the Agreement,Envisio shall,upon completion of the Agreement and upon written request,promptly and within 60 days make available to the Customer,at no cost to the Customer,all public records in Envisio's possession.All records stored electronically by Envisio must be made available to the Customer,upon request from the Customer's custodian of public records,in a format that is compatible with the information technology systems of the Customer. 14.1.1.5.Envisio's failure or refusal to comply with the provisions of this Section may result in the immediate termination of this Agreement by the Customer and the Customer shall have the right to avail itself of all remedies as provided In Chapter 119,Florida Statutes. 14.1.2.Notice Pursuant to Section 119.0701(2Mak Florida Statutes,IF ENVISIO HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119,FLORIDA STATUTES,TO ENVISIO'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT,CONTACT THE CUSTODIAN OF PUBLIC RECORDS:Nkenga "Nikki" Payne,CMC,FCRM,City Clerk,6130 Sunset Drive,South Miami,Florida 33143,(305)668-2500, npayne@southmiamifl.gov. 14.2.Attorney's Fees and Waiver of Jury Trial. 14.2.1.In the event of any litigation arising out of this Agreement,the prevailing party shall be entitled to recover its attorneys'fees and costs,including the fees and expenses of any paralegals,law clerks and legal assistants,and including fees and expenses charged for representation at both the trial and appellate levels. 14.2.2.IN THE EVENT OF ANY LITIGATION ARISING OUT OF THIS AGREEMENT,EACH PARTY HEREBY KNOWINGLY,IRREVOCABLY,VOLUNTARILY AND INTENTIONALLY WAIVES ITS RIGHT TO TRIAL BY JURY. ENVISIO 14.3.Sovereign Immunity.Nothing herein is intended to serve as a waiver of sovereign immunity by the Customer nor shall anything included herein be construed as consent to be sued by third parties in any matter arising out of this Agreement or any other contract.The Customer is subject to section 768.28,Florida Statutes,as may be amended from time to time. 14.4.Prohibition of Contingency Fees.Envisio warrants that it has not employed or retained any company or person,other than a bona fide employee working solely for Envisio,to solicit or secure this Agreement,and that it has not paid or agreed to pay any person(s),company,corporation,individual or firm,other than a bona fide employee working solely for Envisio,any fee,commission,percentage,gift,or any other consideration,contingent upon or resulting from the award or making of this Agreement. 14.S.State Required Provisions.By entering into this Agreement,Envisio agrees to review and comply with the following state requirements: 14.5.1.Public Entity Crimes Affidavit.Envisio shall comply with Section 287.133,Florida Statutes (Public Entity Crimes Statute),notification of which is hereby incorporated herein by reference,including execution of any required affidavit. 14.5.2.Scrutinized Companies.Envisio certifies that it is not on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel.Pursuant to section 287.135,Florida Statues,the Customer may immediately terminate this Agreement at its sole option if Envisio is found to have submitted a false certification;or if Envisio is placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement.If this Agreement is for more than one million dollars,Envisio cetifies that it is also not on the Scrutinized Companies with Activities in Sudan,Scrutinized Companies with Activities in the Iran Terrorism Sectors List,Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List or engaged with business operations in Cuba or Syria as identified in Section 287.135,Florida Statutes.Pursuant to Section 287.135,Florida Statutes,the Customer may immediately terminate this Agreement at its sole option if Envisio is found to have submitted a false certification;or if Envisio is placed on the Scrutinized Companies with Activities in Sudan List,Scrutinized Companies with Activities in the Iran Terrorism Sectors List,Scrutinized Companies with Activities in Iran Petroleum Energy Sector List,or engaged with business operations in Cuba or Syria during the term of the Agreement. 14.5.3.E-Verifv Affidavit.In accordance with Section 448.095,Florida Statutes,the Customer requires all contractors doing business with the Customer to register with and use the E-Verify system to verify the work authorization status of all newly hired employees.The Customer will not enter into a contract unless each party to the contract registers with and uses the E-Verify system.The contracting entity must provide of its proof of enrollment in E-Verify.For instructions on how to provide proof of the contracting entity's participation/enrollment in E-Verify,please visit: httDs://www.e-verifv.gov/faa/how-do-i-provide-Droof-of-mv-oarticipationenrollment-in-e-verifv.By entering into this Agreement,Envisio acknowledges that it has read Section 448.095,Florida Statutes;will comply with the E-Verify requirements imposed by Section 448.095,Florida Statutes,including but not limited to obtaining E-Verify affidavits from subcontractors;and has executed the required affidavit attached hereto and incorporated herein. 14.5.4.Noncoercive Conduct Affidavit,Pursuant to Section 787.06,Florida Statutes,a nongovernmental entity executing,renewing,or extending a contract with a governmental entity is required to provide an affidavit,signed by an officer or a representative of the nongovernmental entity under penalty of perjury, attesting that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06(2)(a),Florida Statutes.By entering into this Agreement,Envisio acknowledges that it has read ENVISIO Section 787.06,Florida Statutes,and will comply with the requirements therein,and has executed the required affidavit attached hereto and incorporated herein. 14.5.5.Prohibition on Contracting with Entities of Foreign Concern.Pursuant to Section 287.138,Florida Statutes (which is expressly incorporated herein by reference),a governmental entity may not knowingly enter into a contract with an entity which would give access to an individual's personal identifying information if (a)the entity is owned by the government of a foreign country of concern;(b)the government of a foreign country of concern has a controlling interest in the entity;or (c)the entity is organized under the laws of or has its principal place of business in a foreign country of concern.By entering into this Agreement,Envisio acknowledges that it has read Section 287.138,Florida Statutes,and complies with the requirements therein,and has executed the required affidavit attached hereto and incorporated herein. 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. Madison Dias (Mar 20.2O2S 1351POT) Print Name:Madisotl Dias Title:VP of Sa les Date:03/20/2025 For The City of South Miami,Florida Samantha Fraga-Lapez Samantha Fraga-Lopez (Mar 20,2025 16 33 EDf^* Samantha Fraga-LopezPrintName: Title.Deputy City Manager Date:03/20/2025 Attest: City Clerk Approved as to Form and Legal Sufficiency: Anthony Mo Anthony R«io (MOTO,2025 15:08 EDI) City Attorney ENVISIO Appendix A -Quote Bill To Name Bill To City of South Miami,FL 6130 Sunset Drive South Miami,Florida 33143 United States Quote Number 1701268 Created Date 14/01/2025 Expiration Date Prepared By Email 14/02/2025 Meg McLean mmclean@envisio.com Product Description Quantity Sales Price Total Price Get Started Software Subscription:Envisio Bundle including 1 Plan.Analytics,Public Dashboard and Projects -1.00 USD USD Annual Subscription with Unlimited Licenses -ENV-GSP-20M 9,500.00 9,500.00 Professional Services:A one-time hourly fee which includes the phases in the attached document entitled 1.00 USD USD "Appendix B -Scope of Work (SOW)"-ENV-PS-01 4,000.00 4,000.00 Subtotal Total Price USD 13,500.00 USD 13,500.00 Quote Accepted By: Name:Samantha Fraga-Lopez Signature: Sgman+hfl Fraga-Lopgz Samantha Fraga Lopez (Mar 20.2025 16:13 EDT^*** Date:03/20/2025 Terms and Conditions 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:finance@envisio.com 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 Pricing Term for Quote Number 1701268: •Envisio annual subscription is based on a 2-year term (the "Initial Term") •Envisio will apply a 3%annual increase beginning in Year 2 Year 1Price Annual Software Subscription +One-time Professional Services $13,500 USD Year 2 Price AnnualSoftware Subscription (includes 3%annual increase) $9,785 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. ENVISIO 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. Beginyour 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 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. o 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. o System configuration and plan structure framework consultation o Reporting dates and update cadence consultation o Internal Reporting framework consultation and build session o Public Dashboard consultation and build session o Preparation for user and leadership training o 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: o End-user training to teach staff how to input updates to the plan,and set cadence expectations o 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 o 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 I n 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. o Projects configuration and best practices o Project and task building o Projects dashboard,plan linking,and reporting •Host one (1)one-hour ad-hoc support session as needed,in case of additional questions throughout building. e 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. o 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. Timeline W1 W2 W3 W4 W5 W6 W7 W8 Phase 1:Project Kickoff &Internal Scan Task 1.1 -Host partnership kickoff meeting Task 1.2 -Host an executive leadership meeting Task 1.3 -Document and define a detailed implementation plan Task 1.4 -Review the finalized plan your organization will input to Envisio Task 1.5 -Provision your Envisio instance for initial access Task 1.6 -Project Management Phase 2:Plans Implementation Task 2.1 -Host four (4)weekly,one-hour implementation consultation sessions Task 2.2 -Collaborate with you to build one (1)draft Public Dashboard Task 2.3 -Build five (5)best practice,standard reports and support customization Task 2.4 -Host one (1)one-hour ad-hoc support session envisio.com Task 2.5 -Host two (2)one-hour training sessions Projects Implementation Our standard timeline to complete Projects 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 Phase 4:Projects Implementation Task 4.1 -Host three (3)weekly,one-hour consultation/build sessions Task 4.2 -Host one (1)ad-hoc support session Task 4.3 -Host one (1)project manager training session W1 W2 W3 W4 W5 W6 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 Straining 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 suDOort@envisio.com or call (888)371-4800 and press 1to access technical support during regular business hours. Online Knowledge Base Our online knowledge base (httos://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://academv.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 South Miami Envisio Contract Packet 031125.March 11,2025 Final Audit Report 2025-03-20 Created:2025-03-19 By:Dominika Kitowska (dkitowska@envisio.com) Status:Signed Transaction ID:CBJCHBCAABAAuCnU2KIM8fpR8LrijZgBrRfWErRDitOc "South Miami Envisio Contract Packet 031125.March 11,2025" History Q Document created by Dominika Kitowska (dkitowska@envisio.com) 2025-03-19 -10:52:32 PM GMT g Cl Document emailed to trecio@wsh-law.com for signature g 2025-03-19-10:52:41 PM GMT a Email viewed by trecio@wsh-law.com 2025-03-20 -2:55:55 AM GMT Signer trecio@wsh-law.com entered name at signing as Anthony Recio 2025-03-20 -7:08:03 PM GMT Document e-signed by Anthony Recio (trecio@wsh-law.com) Signature Date:2025-03-20 -7:08:05 PM GMT -Time Source:server Cl Document emailed to npayne@southmiamifl.gov for signature 2025-03-20 -7:08:08 PM GMT Q Email viewed by npayne@southmiamifl.gov 2025-03-20 -8:28:13 PM GMT Signer npayne@southmiamifl.gov entered name at signing as Nkenga A.Payne 2025-03-20 -8:30:17 PM GMT Document e-signed by Nkenga A.Payne (npayne@southmiamifl.gov) Signature Date:2025-03-20 -8:30:19 PM GMT -Time Source:server Cl Document emailed to citymanager@southmiamifl.gov for signature 2025-03-20 -8:30:22 PM GMT Q Adobe Acrobat Sign Q Email viewed by citymanager@southmiamifl.gov 2025-03-20 -8:32:47 PM GMT Signer citymanager@southmiamifi.gov entered name at signing as Samantha Fraga-Lopez 2025-03-20 -8:33:41 PM GMT ^9 Document e-signed by Samantha Fraga-Lopez (citymanager@southmiamifl.gov) Signature Date:2025-03-20 -8:33:43 PM GMT -Time Source:server Document emailed to mdias@envisio.com for signature 2025-03-20 -8:33:46 PM GMT Q Email viewed by mdias@envisio.com 2025-03-20 -8:50:58 PM GMT Signer mdias@envisio.com entered name at signing as Madison Dias 2025-03-20 -8:51:17 PM GMT t^9 Document e-signed by Madison Dias (mdias@envisio.com) Signature Date:2025-03-20 -8:51:19 PM GMT -Time Source:server ©Agreement completed. 2025-03-20 -8:51:19 PM GMT Q Adobe Acrobat Sign Envisio’s Proposal for South Miami, Florida Strategy Execution, Project Management, Performance Management & Reporting Solution Envisio designated point of contact: Meg McLean Senior Account Executive 306-807-2868 mmclean@envisio.com Submitted by: Envisio Solutions, Inc. 7 SouthTMiami THE CITY OF PLEASANT LIVING (P ENVISIO Letter of Introduction On behalf of the Envisio team, I am excited to share this proposal for South Miami. We commend the leadership at South Miami 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 hundreds of 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 Tallahassee, FL, Denton, TX, Waco, TX, Corona, CA, San Francisco, CA, Tempe, AZ, Kansas City, MO, Kansas City, KS, Albuquerque, NM, and Grand Rapids, MI, are part of our customer community. envisio.com 2 8 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 envisio.com 3 9 — Implementation Services Implementation, training & adoption support resources 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 support resources include: ● Dedicated Planning & Performance Coach ● Operational Planning Services ● Performance Measurement Services Ongoing Support Ongoing support resources 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 10 envisio.com 5 11 Strategic Plan Progress Report Overall Summary V—* Strategic Planning &Execution Single source of truth for your most important work •Status Pending•On Track•Some Divuption•Major Dtwupoon•Oscontmuad•Completed Plan Summary Objective 1 Owiw<Mfan8rac»w«« svM*cr is increase rate o<growth % 15.38 42.31 7.69 7.69 3 85 2308 Objective 2 Owner Ke/wnBrtxntrll Goal:3 M'rtegy 11 Create and nurtureacultureoi continuous improvement and strategic alignment Strategic Plan Strategic Priority 1 High-Performing Government: Improve the efficiency and effectiveness of the City's services to bring government into the 21st century. •Manage all of your plans,projects,and programs in one place •Operationalize your strategic priorities into actionable steps •Foster a culture of accountability for better public service outcomes Initiative 1.1.2 Initiative 1.1.3 X XNM Result:4 Records Progr«5 0%Progress 0% Impement a Process for Annual Department Work Plans: Develop structured procedure for creating annual work plans for each city department,aligning these plans with both the Strategic Plan's objectives and the City’s budget priorities.This process will ensure that departmental Develop an Organization-w Ensure regular quarterly repr Strategic Plan,departmental measures,promoting transp alignment with strategic pric Implement Strategic Planning &Performance Management Software: Evaluate,implement,and successfully adopt a software solution to enhance its approach to strategic planning and performance management,fostering a more cohesive and Objective 1.1 Enhance City-wide Strategic Planning &Execution Leverage dynamic planning and a data-driven approach to ensure that al activities align with the goals and needs of the community. Project Management Manage,deliver,and communicate projects •Easier internal management of projects •Align projects with strategic priorities •Share the status of projects in a transparent way Hill Edisto City of Envislo Capital Projects 42 Projects 26%On Track 95%On Budget Project Name Status On Budget Dashboard Overview P 3rd 8 Yesler Transit Improvements ©O P ADA (Yogram 2023LegacyCurb Ramps ©© P Admiral Way N Bridge Seismic Retrofit ©© P 3rd Ave Corridor Improvements -Main toWashington ©© P ADA ftogram -2021 Legacy Cwb Ramps ©© P Ananal Paving -tWUth Ave NE (43rd to 67th)©© P Beacon Ave S and ISth Ave S Safety _N Seg ©© P BMP PBL 4th Ave Added Protection ©© p Admiral Way N Bridge Seismic Retrofit ©© 9 f Projects Gantt View Kirkland <s> Yairow Point Clyde Hkl Medma Bellevue Q All Risk Status All Project Types All Departments 9 E Result:58 records View in List9c 2020 2021 2022 2023 2024 2025 2026 2027 202«2029 2030 2031 2032 2O33= New Project 14th Ave S S Dallas Ave S Crossing1 *1 14th Ave S 4 Dallas Ave S Crossl...« 2022 CityWide Crack Seal Program ADA Program -2022 Legacy Curb R... 19th Street Construction ->3 EADH Program -2023 Legacy Curb ... Hawthorn Side walk project 43 19th Street Constructlon_2023 -»3 100% 60% envisio.com 6 12 Performance Management Centralize data to make evidence-based decisions •Easily collect,analyze,and visualize performance data •Evaluate what works and what doesn't for continuous improvement •Align meaningful measures with strategic priorities Progress Reporting Share your story and promote transparency •Share qualitative and quantitative data to demonstrate meaningful progress toward community goals •Save time by automating data collection,curating,and reporting •Recognize accomplishments and celebrate wins Healthy and Safe Communities Resident Satisfaction with Public Safety Services Residents Feeling of Safety For Violent Crime Description Implement Programs to Promote Safe Multimodal Mobility Build Public Safety Capacity •Address Public SafetyTechnology and Resource Needs •Ensure Use of Best and Leading Public Safety Practices Status Pricing Product & Service Description Price Get Started Subscription License Includes 1 Plan & Unlimited Projects ● Access to Plans, Projects, Analytics & Public Dashboard ● Unlimited Users ● Unlimited Reports ● Unlimited Internal Dashboards ● Unlimited Public Dashboards ● Single Sign-On (SSO) & Setup $14,500 $9,500 Annual Fee Implementation Services ● 1 Plan Implementation ● Public Dashboard Implementation ● Analytics Implementation ● Projects Implementation $4,000 One-time Fee Get Started Year 1 Total $18,500 $13,500 Pricing Notes: ● The proposal is valid until February 28th, 2025 ● Envisio annual subscription is based on a 5-year term ● Envisio will apply a 3% annual increase beginning on year 2 envisio.com 7 13 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/or is 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. envisio.com 8 14 NASPO ValuePoint NCPA National Cooperative Purchasing Alliance OMNIA PARTNERS carahsoft tyler^technologies Appendix B - Scope of Work (SOW) Submitted by: Envisio Solutions, Inc.envisio.com 9150ISIAN3 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 10 16 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 11 17 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 12 18 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 During this phase You will: envisio.com 13 19 ● 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. During Projects implementation, You will: envisio.com 14 20 ● 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 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. envisio.com 15 21 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 Task 2.5 - Host two (2) one-hour training sessions t t Projects Implementation Our standard timeline to complete Projects 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 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 envisio.com 16 22 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 support@envisio.com 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 17 23 8A .............................................................................................MIAMI HERALD FRIDAY FEBRUARY 7 2025 THE CITY OF CORAL GABLES, FLORIDA NOTICE OF ELECTION QUALIFYING DATES Notice is hereby given that the City of Coral Gables will hold its Gen- eral Biennial Election on April 8,2025,to fill the commission seats for Mayor-Group I,Commissioner-Group II and Commissioner-Group III. The qualifying period for candidates will begin on Monday, February 17,2025 (noon)through Friday,February 21, 2025 (noon). Information regarding this election is available on the City of Coral Ga- bles City Clerk’s website at:www.coralgables.com.If you have any questions or concerns,you may email Billy Y.Urquia,City Clerk at Burquia@coralgables.com or by telephone at 305-569-1812. BILLY Y.URQUIA City CLERK CITY OF NORTH MIAMI BEACH NOTICE OF PROPOSED ENACTMENT OF AN ORDINANCE BY THE CITY OF NORTH MIAMI BEACH,FLORIDA NOTICE IS HEREBY GIVEN THAT ON TUESDAY,FEBRUARY 18,2025 AT 6:00 PM,THE CITY COMMISSION OF THE CITY OF NORTH MIAMI BEACH,17011 N.E.19th AVENUE,NORTH MIAMI BEACH,FLORIDA,WILL CONSIDER THE FOLLOWING ORDINANCE ON SECOND AND FINAL READING AND PROPOSED PASSAGE THEREOF: ORDINANCE NO.2024-16 AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF NORTH MIAMI BEACH,FLORIDA,AMENDING THE CITY OF NORTH MIAMI BEACH CODE BY AMENDING CHAPTER XVII,ENTITLED “STREETS AND SIDEWALKS,”BY CREATING A NEW SECTION, SECTION 17-7 ENTITLED “ABANDONMENT AND VACATION OF RIGHT OF WAYS AND EASEMENTS”;TO PROVIDE A UNIFORM PROCEDURE FOR ABANDONMENTS AND VACA- TIONS OF CITY STREETS,ALLEYS,EASEMENTS,AND OTHER FEE OR NON-FEE PROP- ERTY INTEREST OF SIMILAR CHARACTER;PROVIDING FOR CODIFICATION,CONFLICTS, SCRIVENER’S ERRORS,SEVERABILITY;AND PROVIDING FOR AN EFFECTIVE DATE. All interested parties may appear at the meeting and be heard with respect to the proposed ordinance. Members of the public may watch/listen to the meeting on Comcast Channel 77 or at https://www.citynmb.com/174/ NMBTV-Live-Stream ANDRISE BERNARD,MMC,CITY CLERK SHOULD ANY PERSON DESIRE TO APPEAL ANY DECISION OF THE CITY COMMISSION WITH RESPECT TO ANY MAT- TER TO BE CONSIDERED AT THIS MEETING,THAT PERSON SHALL INSURE THAT A VERBATIM RECORD OF THE PROCEEDINGS IS MADE INCLUDING ALL TESTIMONY AND EVIDENCE UPON WHICH ANY APPEAL MAY BE BASED. (F/S 286.0105) IN ACCORDANCE WITH THE AMERICANS WITH DISABILITIES ACT OF 1990,PERSONS NEEDING SPECIAL ACCOMMO- DATION TO PARTICIPATE IN THIS PROCEEDING SHOULD CONTACT THE OFFICE OF THE CITY CLERK FOR ASSISTANCE NO LATER THAN TWO (2)DAYS PRIOR TO THE PROCEEDING AT 305-787-6001. CITY OF SOUTH MIAMI,FLORIDA CITY COMMISSION MEETING NOTICE OF PUBLIC HEARING Notice is hereby given that the City Commission will hold a public hearing on Tuesday,February 18,2025, at 7:00 p.m.at South Miami City Hall Commission Chambers,6130 Sunset Drive,South Miami,FL 33143, to consider the following public hearing item(s): A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,APPROVING A MULTIYEAR AGREEMENT WITH ENVISIO SOLUTIONS,INC.FOR STRATEGIC PLANNING AND PERFORMANCE MANAGEMENT SOFTWARE AND PROFESSIONAL SERVICES TO ENHANCE CAPITAL PROJECT TRACKING,REPORTING AND TRANSPARENCY,IN AN AMOUNT NOT TO EXCEED $13,500 IN FY 2025 AND PROVIDING FOR AN AN- NUAL SUBSCRIPTION AMOUNT OF $9,785 IN FY 2026,AND AUTHORIZING AN ANNUAL 5%INCREASE EVERY FISCAL YEAR THEREAFTER FOR THE REMAINING YEARS 3 THROUGH 5;AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE AN AGREEMENT FOR THE SOFTWARE AND SER- VICES;PROVIDING FOR IMPLEMENTATION,CORRECTIONS,AND AN EFFEC- TIVE DATE. AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,AMENDING SECTION 20-4.8 “NONCONFORMING USES AND STRUCTURES”OF ARTICLE IV “OTHER REGULATIONS,”OF THE LAND DEVELOPMENT CODE TO REVISE REGULATIONS RELATING TO NON- CONFORMING STRUCTURES OR USES;PROVIDING FOR CORRECTIONS; SEVERABILITY;CONFLICTS;IMPLEMENTATION;AND AN EFFECTIVE DATE. AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,AMENDING SECTION 15-82 “PROHIBITED NOISE,” OF ARTICLE III “NOISE,”OF CHAPTER 15 “OFFENSES AND MISCELLANEOUS PROVISIONS,”OF THE CITY CODE OF ORDINANCES TO REVISE THE NOISE REGULATIONS WITHIN THE CITY;PROVIDING FOR CORRECTIONS,SEVER- ABILITY,CONFLICTS,IMPLEMENTATION,AND AN EFFECTIVE DATE. AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,AMENDING THE COMPOSITION AND PROCEDURES OF THE DESIGN REVIEW BOARD;PROVIDING CORRECTIONS;SEVERABILI- TY;CONFLICTS;IMPLEMENTATION;AND AN EFFECTIVE DATE. Commission members will participate in Chambers or by video conferencing through the Zoom platform and members of the public may join the meeting via Zoom at (https:// zoom.us/j/3056636338),by phone by calling +1-786-635-1003 and entering Meeting ID: 3056636338 when prompted,or in person in the Commission Chambers,and where their appearance will be broadcast on the Zoom platform,and where they can participate. All interested parties are invited to attend and will be heard. For further information,please contact the City Clerk’s Office at:305-663-6340. Pursuant to Section 286.0105,Fla.Stat.,the City hereby advises the public that if a per- son decides to appeal any decision made by the Commission with respect to this matter, such person must ensure that a verbatim record of the proceedings is made,which record includes the testimony and evidence upon which the appeal is to be based.This notice does not constitute consent by the City for the introduction or admission of otherwise inadmissible or irrelevant evidence,nor does it authorize challenges or appeals not oth- erwise allowed by law. ADA:To request a modification to a policy,practice or procedure or to request an auxiliary aide or service in order to participate in a City program,activity or event,you must on or before 4:00 p.m.3 business days before the meeting (not counting the day of the meeting)deliver your request to the City Clerk by telephone:305-663-6340,by mail at 6130 Sunset Drive,South Miami,Florida or email at npayne@southmiamifl.gov. Nkenga A.Payne,CMC,FCRM City Clerk lost the election,never mind how they can win in the future. And in a first step toward elevating new leaders,an election this weekend for chair of the Democratic National Committee,the party chose a candidate, Ken Martin of Minnesota, who said he planned to conduct a post-election review largely focused on tactics and messaging. Martin said he had not determined the parameters of the review other than that he was not interested in discussing whether form- er President Joe Biden should have sought reelec- tion. More than 50 interviews with Democratic leaders OXON HILL,MD. As Democrats face the reality of President Donald Trump’s second term,they share a fundamental belief: This moment calls for an inspirational message from their party. They just cannot decide what,exactly,that should be. In private meetings and at public events,elected Democrats appear lead- erless,rudderless and di- vided.They disagree over how often and how stri- dently to oppose Trump. They have no shared un- derstanding of why they revealed a party that is struggling to define what it stands for,what issues to prioritize and how to con- front a Trump adminis- tration that is carrying out a right-wing agenda with head-spinning speed.Gov- ernors,members of the Senate and the House,state attorneys general,grass- roots leaders and DNC members offered a wide range of views about the direction of their party. Their concerns are spill- ing out into public,as the country’s most powerful and prominent Democratic politicians air sharp dis- agreements over how ag- gressively they should oppose Trump. “We’re not going to go after every single issue,” Senate Minority Leader Chuck Schumer of New York said in an interview. “We are picking the most important fights and lying down on the train tracks on those fights.” ‘WE’VE GOT TO STAND UP AND FIGHT’ Many Democrats think that picking battles is the wrong approach when dealing with a president who is willing to disregard constitutional norms and legal guidelines. On a private call with Schumer last week,a half- dozen Democratic gover- nors pressed him to be more aggressive in oppos- ing the entire Trump agen- da —not just those issues on which the party thinks it can score strategic victo- ries. “He is not somebody that you can appease,” Illinois Gov.JB Pritzker said in an interview. “We’ve got to stand up and fight.And by the way,at the state level,I think many of us are.But I think that we’ve got to make sure that in the Senate and the House,that the people who have a platform are stand- ing up.” Democrats broadly agree that they need to do more to address the issues that powered Trump’s cam- paign,such as grocery costs,inflation and im- migration.But there is little consensus on how —or even whether —to pri- oritize the party’s tradition- al concerns,including abor- tion rights,LGBTQ+equal- ity and climate change. Some Democrats fear that even as those issues contin- ued to animate the party’s base,they failed to res- onate among a broader swath of voters in the last presidential election. “We have no coherent message,”said Rep.Jas- mine Crockett,D-Texas. “This guy is psychotic,and there’s so much,but every- thing that underlines it is white supremacy and hate. There needs to be a mes- sage that is clear on at least the underlying thing that comes with all of this.” Still,a healthy segment of the party believes that a narrow focus on the econo- my is the best way to win back voters who supported Trump because they hoped he would lower prices and make their lives easier. “There are people in the middle —and trust me, there’s a lot of them —that wanted costs to go down,” said Sen.Amy Klobuchar, D-Minn.“Instead,what they see is chaos going up, corruption going up with the firing of the inspector generals,and guess what else is going up?Egg prices.” CALLS FOR TACTICAL TWEAKS AND PATIENCE The tepid race for DNC chair illustrated the lack of a broad party message that goes beyond attacking Trump to offer a new vi- sion. As party members gath- ered in Washington this weekend,they heard from candidates for chair who offered largely tactical solutions and fiery attacks on Trump that echoed the party’s message eight years ago.The eventual winner, Martin,offered a diagnosis that was all about how the party communicated,rath- er than what it was saying. “The policies that we support and the message that we have is not wrong,” Martin said in an interview after his election.“It is a messaging problem and a brand problem.Those voters are not connecting our policies with their lives.” Rep.Josh Gottheimer,a Democrat who is running for governor of New Jersey, said the party must reset its message to focus more intensely on affordability — lowering costs of housing, groceries and child care. “Within the party,we need to make sure we have a very clear direction to go,”he said.“We need to have our own ideas.We’ll never win again if we are just playing defense.” A Quinnipiac University poll conducted the week after Trump took office found that 57%of voters viewed the Democratic Party unfavorably —the highest level since 2008. ALLISON ROBBERT The New York Times Former Democratic National Committee Chairman Jamie Harrison,right,congratulates Ken Martin,the new DNC chairman,after Martin’s election in National Harbor,Md.,on Saturday. ‘We have no coherent message.’Democrats struggle to oppose Trump’s agenda BY LISA LERER AND REID J.EPSTEIN NYT News Service Thousands of people on Wednesday turned out across the U.S.to protest President Donald Trump’s flurry of early actions, denouncing his plans for mass deportations,his attacks on diversity initia- tives and his efforts to restrict transgender rights. The demonstrations, which popped up in major cities and state capitals in more than a dozen states, appear to have been spurred online,with word spreading via hashtags such as “#BuildtheResistance.” They were loosely orga- nized under an unofficial tagline —50501,to repre- sent a goal of 50 protests in 50 states on one day,ac- cording to various websites and social media accounts. Most demonstrations be- gan in the afternoon at capitol buildings and at city halls. Those involved say that the movement is meant to protest Trump’s early ac- tions and Project 2025,the conservative policy blue- print that Trump sought to distance himself from dur- ing the campaign.Many of his plans so far are aligned with Project 2025 propos- als. The demonstrations gained momentum this week on social media plat- forms including Reddit, Instagram,TikTok and X, the social media site owned by Elon Musk,the world’s richest man and a close adviser to Trump.Musk’s own moves —leading a team that has aggressively pushed into the systems of a number of government agencies and attempted to shutter at least one whole- sale —have also prompted protests. Carrie Rheingans,a Democratic state repre- sentative in Michigan who spoke at the protests in Lansing,said people from across the state gathered at the state Capitol in below freezing temperatures.She added that the protests came together over 48 hours and were organized by people who “couldn’t take it anymore.” “This was organized by people,for people,for the protection of all people,” Rheingans said.“There will be more actions.There will be more organizing.There will be more things for regular everyday Amer- icans to plug into.This is just the beginning.” In Austin,Texas,demon- strators filled the lawn and walkway outside of the state Capitol,chanting and holding signs that read, “We the people reject Pro- ject 2025.”On the East Cost,people gathered on the streets of Philadelphia, and police stood watch at protests in Boston. People filled the steps and snowy walkways lead- ing to the Minnesota Capi- tol in St.Paul,waving American and Mexican flags,as well as LGBTQ+ pride flags.Denver resi- dents protested by foot and vehicle,waving signs and flags out of their car win- dows as they drove down Lincoln Street in Denver near the Colorado Capitol. Many protesters were criticizing both Trump and Musk. The demonstrations Wednesday came days after marchers shut down the U.S.101 highway in Los Angeles for several hours, decrying Trump’s plans for mass deportations.Wheth- er the protests will amount to a sustained anti-Trump movement is yet to be seen. Thousands protest Trump policies across the U.S. BY SARA RUBERG NYT News Service 35 ENVISIO 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,by first providing written notice to Customer and an opportunity to cure within 10 days thereafter: •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. 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