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HomeMy WebLinkAboutContracts & Agreements_239-2025FIRST AMENDMENT TO AGREEMENT TO PERFORM PROFESSIONAL SERVICES This first amendment ("First Amendment") to the agreement for professional services ("Agreement"), dated May 20, 2025, by and between the City of Redlands, a municipal corporation and a general law city ("City"), and NewEdge Services, LLC, a Texas limited liability company ("Consultant"), is made and entered into this 16a' day of December, 2025. RECITALS WHEREAS, the City and Consultant entered into the Agreement on May 20, 2025 for the provision of Cityworks consulting services, including software integration between Cityworks Server PLL and Tyler Munis ERP, upgrade of Cityworks to Version 23, and consolidation of server instances; and WHEREAS, the Agreement provided an option to extend the scope of services for future related work following the completion of Consultant's assessment of the City's business processes and technical configurations; and WHEREAS, Consultant has completed the initial Business Process Review and related technical tasks, identifying additional configuration, workflow, and integration needs to fully implement the City's goals for a unified Cityworks environment and integration with the Tyler Munis system; and WHEREAS, the City now desires to amend the Agreement to authorize Consultant to perform the additional professional services described herein, consistent with the findings and recommendations of the Business Process Review, and to increase the not -to -exceed compensation accordingly; NOW, THEREFORE, in consideration of the mutual covenants contained herein and for other good and valuable consideration, the sufficiency of which is hereby acknowledged, the parties agree as follows: AGREEMENT Section 1. Article 5 ("Payments to Consultant") subsection 5.1 of the Agreement, is hereby amended to read as follows: "5.1 Compensation: The compensation for Consultant's performance of the Services shall not exceed the amount of Two Hundred Two Thousand Two Hundred dollars ($202,200) for the Services provided during the Initial Term. Notwithstanding the expiration of the Initial Term, any unexpended balance of the Initial Term compensation amount may be applied during the first Extended Term, provided such amounts constitute remaining project implementation costs required to fulfill the scope of work and which could not reasonably be completed within the Initial Term. Should this Agreement be extended, the compensation for Consultant's performance for the Services shall not exceed the amount of Three Thousand Dollars ($3,000) for each of the four (4) Extended Terms, bringing the total possible amount of compensation to a not -to -exceed amount Bcmo\Agreements\1 sl Amendment to Agreement NewEdge Services LLC.FY2025-085. 12.02.25.docx.bm of Two Hundred Fourteen Thousand Two Hundred Dollars ($214,200). For the Initial Term and each Extended Term, City shall pay Consultant on a time and materials basis up to the not to not - to -exceed amount in accordance with the rates specified in Exhibit `B," titled "Cost Summary and Rates," which is attached hereto and incorporated herein by this reference. Section 2. Exhibit "A'° of the agreement, entitled "Scope of Services," is hereby replaced in its entirety by a new Exhibit "A," attached hereto as Attachment " 1 " and incorporated by this reference. Section 3. Exhibit "B" of the agreement, entitled "Cost Summary and Rates," is hereby replaced in its entirety by a new Exhibit "B," attached hereto as Attachment "2" and incorporated by this reference. Section 4. All other provisions of the Agreement shall remain unchanged by this First Amendment and in effect. IN WITNESS WHEREOF, the parties have executed this First Amendment, to be effective as of December 16, 2025. CITY OF REL S Mario Saucedo, Mayor ATTEST: e Donaldson, City Clerk NEWEDGE SERVICES, LLC a"Chiefting Officer 2 I:1cmo\Agreements%1stAmendment to Agreement NewEdge Services LLC.FY2025-085.12.02.25.docx.bm ATTACHMENT "I" EXHIBIT "A" SCOPE OF SERVICES PHASE 1: Item Description 1.0 Cityworks Application Business Process Review The NewEdge team understands the City of Redlands is looking for a qualified, experienced Trimble Business Partner to evaluate the current Cityworks environment. The NewEdge team understands the client desires a consultant that will work closely with personnel to understand the present and future goals for the use of the Cityworks software and recommend how to remedy the deficiencies in the current system and provide a roadmap of the Cityworks software. This health check does not include the implementation of new divisions or departments. Tasks / Deliverables for the NewEdge Health Check include the following: • Kickoff Meeting • NewEdge Virtual Process Review Workshop o Review of the current Cityworks database configuration and user interface, o Review of the GIS data and how it is configured to work with the Cityworks software o Review of business processes and workflows within the divisions currently using Cityworks o Review of the Cityworks database to ensure those processes are configured correctly. • Assessment report that will include recommendations for database configuration changes, workflow processes, field deployment, training and reporting needs and will include cost estimates for these tasks. • Delivery of assessment report - NewEdge staff will meet with each division interviewed in the workshops and provide an overview of the assessment report. NewEdge has met with the City of Redlands staff and understands there are key functions that they would like NewEdge to take into account while performing the review. These include: • Primary Target of preparing Cityworks PLL to accept on-line payments via Invoice Cloud. NewEdge will work with the City and Invoice Cloud to understand how the integration is being configured and implemented. • There are currently 2 instances of Cityworks configured at the City, one for Fire (AMS for inspections) and one for Development Services (PLL). City staff would like to look at consolidating these into I instance. • Issues with ProjectDox and the webhooks used to integrate ProjectDox with Cityworks From the kickoff meeting to delivery of the Assessment Report, the project should take approximately 6 weeks months. The NewEdge project manager will generate a more detailed schedule upon receiving a notice to proceed. 3 I:\emo\Agreements\1st Amendment to Agreement NewEdge Services LLCTY2025-085.12.02.25.docx.bm 1.1 Upgrade of the Cityworks Software to Version 23.x NewEdge staff will perform an upgrade of the client's Cityworks software to Version 23.x. NewEdge understands the City is currently running two instances of the Cityworks software that will be migrated into one instance under this task. Fire uses Cityworks Server AMS for Fire Inspections and while Development Services uses Cityworks Server PEE for permitting. Both instances are in separate application environments and different versions of the software. The goal of this task will be to combine the two instances into one Cityworks database environment and upgrade to the current version of Cityworks 23.x. All users will remain in the Office Companion environment. This project will consist of the following tasks: • Kickoff Meeting via conference call • Upgrade of Cityworks Server AMS in the current environment. • Upgrade of the Cityworks test PEE environment • Migration of the Cityworks Server AMS data into the PLL environment in test • Upgrade of the Cityworks production environment. NewEdge staff will remote desktop or VPN into the Cityworks test environment to upgrade the Cityworks software to the new version. Client staff will have 30 days for testing the upgraded application. Once thoroughly tested in the test environment, NewEdge staff will upgrade the production environment. The upgrade will need to occur off -hours and preferably over a weekend so as not to disrupt the use of Cityworks. NewEdge staff will be available the following day of the upgrade to support any issues. Third party integrations, such as Citizen Engagement, CCTV or custom integrations with financial or human resources software, will be thoroughly tested by the client. For all tasks IT and Database staff should be available to address questions and assist with network/communication issues if they should arise. Cityworks 23 is a new platform for the Cityworks software. Due to differences in the application frameworks, Office and Respond, an upgrade to Cityworks 23 will require users to run two different sites. Clients using only Office, now called Office Companion, or Respond will see no differences in their use of Cityworks. For clients using Office and Respond, users will have to log in and out of each application to access the interface. Running Crystal Reports can only occur in the Office Companion environment. Respond only users with Crystal Templates will need to either migrate those reports to the report writer in Respond, ActiveReports, or switch between the two interfaces to run Crystal reports. 4 L\cmo\Agreements\1st Amendment to Agreement NewLdgc Services 1,LC.FY2025-085.12.02.25.docx.bm 2.0 Munis Integration for Payments Received through Cityworks PLL Identified Integrations between Cityworks and Third -Party Software • Munis and Cityworks Server PLL Integration Fees received through PLL would be automatically pushed to the appropriate GL accounts in the Munis financial software. Costs identified in this section are for the Discovery and Requirements phase only. This is an upfront cost that will be billed upon receiving the notice to proceed. NewEdge will then start working with both the client and the third party software to identify integration methods (database to database, API, etc) and start documenting the client requirements for the integration. See section below for more details on the NewEdge methodology, schedule and costs for the Third Party Integration Services. Goal / Purpose of Integrations: The goal of NewEdge integration services between Cityworks and third -party applications is to eliminate the manual or paper processes that occur when a trigger or work process occurs in one application and requires action to be taken in another application. Example being money/fees collected through the PLL software are either delivered to finance in a report or csv file. This report and/or the csv file must be reviewed and then the information is either entered manually or imported from the csv file. k Workflow: The general workflow for such communication between software systems is that data is entered into one system then printed, emailed or a phone call occurs to initiate the work. Work performed is recorded in Cityworks fees either received through the PLL Public Access module (InvoiceCloud) or entered into PLL and then manually documented on printouts delivered to finance. Integrations relieve the paper delivery/pick-up and the dual entry by departmental or division personnel. The workflow for most integrations with a 3rd party software and Cityworks can be streamlined to the following: Deliverables for Each Integration ❑ Discovery / Requirements Phase ❑ Web Service to run Cityworks APIs 11 Windows Service ❑ Tables in the Cityworks database (if required) ❑ Trigger on Cityworks database table (would be used for instantaneous push/pull of data) ❑ Program for cleanup should issues occur (can also run as a scheduled task) The Discovery / Requirements Phase will be an opportunity to evaluate the methodology for the requested integration(s). This is the time that NewEdge staff will work with the 3rd party software to determine: • Does the 3rd party have established APIs or will they be developing them during the project • Can the 3rd party provide documentation on their APIs • If no APIs — what will be the integration methodology such as database to database triggers or export/import operations. • Does the 3rd party software have developers available to NewEdge staff and what will that cost be to the client 5 BcmoSAgreementsllst Amendment to Agreement NewEdge Services LLC.FY2025-085.12.02.25.doex.bm Once the methodology of the integration is established, NewEdge staff will conduct a requirement meeting with the client to review the data that will be pushed and pulled between the two systems. Schedule: Upon receiving a notice to proceed, NewEdge staff will work with client staff to contact the 3rd party software vendor and begin discussions on integration methodology. Once this is complete, NewEdge can then schedule the requirements meeting with client staff. Once requirements are signed off by the client, the project duration will be approximately 4 months with the following milestones: • Installation of the integration on the client's test environment / client testing • Installation of the integration on the client's production environment. Could be contingent upon the go -live of the 3rd party software • Final acceptance Schedule and availability of 3rd party resources could extend the timeline. PHASE 2: 1.0 Reconfigure Fees and Application Data Currently, the City has fees configured using database triggers and lookup tables that are not supported by'rrimble support. Fees must be reassessed and configured to use the built-in capabilities within the Cityworks PLL platform. Consultant understands the city has passed a new fee schedule that will be incorporated in place of the current database triggers. The fees are based on application data provided by applicant and controlled by City staff. To achieve a streamlined fee process the application information (also known as case data) must also be reconfigured. It is assumed that all fees using the database trigger will be migrated first to facilitate an upgrade. After this trigger is disabled, the remaining fees and application data for Permitting will be addressed and configured where appropriate. Engineering, Fire and Planning to follow in order of importance to the City. The case data should be structured for the public to complete instead of office staff. Implementation Options 1. Consultant trains City staff how to configure fees— 4 Hours (1 hour training with 3 hours of support) 2. Consultant completes the configurations — 40 hours a. Consultant will need to conduct interviews with the staff currently using Cityworks to complete the configurations (6 hours of meetings, 34 hours of configurations) b. Fee Triggers that are using the helper tables will be attended to first ([Azteca]. [AAABuildingFeesNewTotals],[dboj.[AAABuildingFeesDeptPercentage], [dbo].[AAABuildingFeesPCvinspPercent], and [Azteca].[AAABuildingFees). 1.0a Upgrade Cityworks test to 23.x (included - no additional cost) 6 hcmolAgreementsllst Amendment to Agreement NewEdge services LLC.FY2025-085.12.02.25.doex.bm There are improvements within the Cityworks 23.x release. The main tasks would include Consultant completing the Cityworks site upgrade and performing basic functionality testing. The City would follow to test the current configurations and reports still work as expected. The City IT Department are actively working on deploying new servers for the installation. Once servers are organized, Consultant will complete the installation. Implementation 1. Consultant completes upgrade on Cityworks test— included with current scope 2. City conducts testing — 16 hours 2.0 ProjectDox ProjectDox workflows have already been established. During the interviews, Consultant determined the issue could reside with some of the webhooks API calls and task configurations between the two systems. A deeper understanding of the current configuration and potentially small configuration changes in either software may be required. Consultant will set up a meeting with Avolve staff to discuss options and current workflows to address the errors. It is understood that the City would like to implement ProjectDox for all Cityworks templates that require reviews. Once the current permitting process is resolved, discussions surrounding planning, engineering and fire can begin. Implementation 1. Consultant schedules meeting(s) with Avolve and updates API calls —2 hours a. This does not include any changes to current workflows. Tweaks can be addressed with support contract 2. The City conducts testing for permitting — 4 hours 3. Consultant leads discussions with other divisions for additional ProjectDox integrations. — 5 hours a. Depending on workflows, an hour estimate will be provided after. In addition, this will require a change order from Avolve. 2.0.a Move Fire Inspections to Main Cityworks Site (included — no additional cost) The City has two Cityworks sites, one for Fire Inspections and one for all other activities. Consultant will move the Fire Inspection configurations and all related data from the Fire Inspection database to the core Cityworks database. Once thoroughly tested, the data will be moved, and Fire will begin daily activities in one site rather than two. Implementation 1. Consultant creates migration scripts in Cityworks Test environment. — included with current scope 2. The City Fire tests migration — 4 hours 3. Consultant moves to production — included with current scope 7 1imno\Agreements\1st Amendment to Agreement NevvEdge Services LLC.FY2025-085.12.02.25.doex.bm 3.0 Permitting, Fire, Engineering Workflow Reconfiguration With so many moving parts surrounding the end goal of getting the City taking payments online in Cityworks 23.x, many workflow changes need to be addressed. To prepare for the ProjectDox integration, the review process may need to be adjusted to keep communication between the two software platforms running smoothly. Furthermore, with online payments, applicants and contractors can be notified that fees have been assessed instead of the fees being exposed during the intake process. This will require each template to be configured to change the status of the permits during the review to ask for fees to be paid. Each template can also be configured to automate the status to change when payments are made in full. Cityworks can also provide feedback to the office staff that the permit cannot move to the next status without payments in full. There was a consistent theme during the interviews with all the departments and divisions that staff were frequently manually adjusting the workflows. Cityworks tasks should be set to fit the rules of the process rather than manually adjusting. In addition, the divisions are completing different processes for in -office payments and invoicing. Some groups are essentially tricking Cityworks to print invoices and receipts. Consultant recommends consolidating these processes with report changes. Implementation 1. Consultant conducts interviews with permitting staff to identify ways to streamline workflows, specifically surrounding reviews and fees for online payments. — 8 hours. 1. Consultant will create basic inboxes for Cityworks Office users. The City Cityworks Administrators will be able to share the inboxes to users as needed. — 8 hours 4.0 GIS Improvements Currently production Cityworks is pointed to old ArcServer REST endpoints. Consultant recommends using the production GIS rest endpoint for the OneStop map. This may require some configuration of the asset groups and asset alias. Consultant also recommends updating Cityworks configurations to include the accurate geocoder that includes units. Implementation 1. Consultant configures the new service and completes testing on assets with the City Cityworks Administration staff. — 2 hours 4.0.a Single Sign On The City utilizes ESRI Enterprise Portal. A general discussion topic during our interviews was moving the City to a Single Sign On (SSO) using the portal with organizations and groups to control permissions. It is understood that the City Uses Microsoft Entra ID and will be able to have the portal configured to accept the logins sometime in late 2025. Implementation 1. It is assumed that the City will handle the Entra ID setup within ArcGIS Portal. Consultant is available to assist using support hours as needed. 8 I:\cmo\Agreements\1st Amendment to Agreement NewEdge Services LLC.FY2025-085.12.0225.doex.bm 2. Cityworks GIS services will need to be updated to utilize the OAuth option with the new Portal rather than being open to the public. Consultant assumes permissions will be in place to make the transition before upgrading Cityworks Production utilizing the new SSO method. 5.0 Utilize Equipment, Labor, and Materials for cost tracking Cityworks AMS is an asset management system assigning cost to field assets during work. The City elected to not implement this important feature during the original configurations. It is Consultant's suggestion to begin configuring and implementing these items to provide better insight on the cost of operations within the City. There are some decisions that will need to be vetted by upper management and an in-depth exploration of how the warehouse could be managed. Implementation 1. Consultant to conduct meetings to determine the number of needed storerooms and provide insight on best management practices for Equipment, Labor, and Materials. — 4 hours 2. Consultant configures warehouses — 4 — 50 hours depending on requirements. 3. The City will need to do a full inventory counts — time depends on quantity of widgets 4. Training staff— completed by Consultant or the City. This can be rolled into other training tasks to be completed all at once 6.0 AMS Custom Fields The interviews with staff using AMS gleamed very little information is being collected. Not only is cost or assets being attached, but the current Service Request to Work Order process is not the best practice. Data is being tracked with spreadsheets and on paper. Identifying what data needs to be collected for each work order can allow for easy access for reporting. Further interviews with the divisions are required to optimize Cityworks for condition assessment and budgeting. Implementation 1. Division interviews to determine metrics for each work activity — 8 hours 2. Configuration of metrics and dashboards — 8 hours 7.0 Cityworks Permissions The City has implemented some security groups but has not enforced policies surrounding who can access features within the platform. Consultant does not recommend users being tied down to a finite level of detail as it creates issues as they maneuver through the platform, but some features, such as payments (deleting and waiving fees) and GIS data editing are imperative for auditing purposes. Implementation 1. Consultant conducts virtual meetings to discuss permission requirements and 9 1'\cmo\Agreements51st Amendment to Agreement NewBdge Services LLC.FY2025-085.12.02.25.docx.bm 1. completes configurations. — 12 hours 8.0 811 Integration In the past, the City had utilized DigTest as an 811 integration. There are a couple of Trimble Business Partners that Consultant recommends to automate 811 requests to Cityworks. If the city prefers, Consultant can investigate level of effort to complete an integration to avoid relying on a business partner that would be hosted by a 3rd party. Implementation 1. Option 1 - Consultant introduces the City and Business Partner(s) 2. Option 2 - Consultant completes a discovery phase for California 811 integration. Typically, Consultant charges $8,000 for all discovery phases and will provide a quote for the integration. If the integration can be completed within the discovery PO without further cost, Consultant will program the integration with no additional cost. 9.0 Permitting Notifications Currently notifications are not being sent out to applicants or contractors for any PLL permits or cases. Consultant recommends determining what types of notifications should be sent and what information to include. These can be simple, or complex depending on task type or results and can entail a considerable amount of time. Implementation 1. Consultant conducts meetings with divisions to determine if notification could help communication between the City and applicants/contractors. Depending on complexity, Consultant could train Admin staff to complete set up of the notifications or configure them as necessary. — 2 — 40 hours depending on number and difficulty 10.0 Public Access The City has 9 applications on the Public Portal for submission. Once fees, application data, payments and ProjectDox items have been addressed, Consultant recommends moving additional templates to the public portal. There are many options within the 23.x release that are not within the 15.x version. The City can optionally deploy one division or template at a time or do all of them together. The more applications that are available online, the less paper manual entry on office staff. There could be workflow considerations that need to be addressed for each template, such as when the fees are due and appear within the portal for payment. Depending on how streamlined the City elects to implement with ProjectDox reviews, this could be addressed beforehand. There is one help document about Public Access that may need a couple of screenshots updated, but if guided access is implemented for each permit type, it may not be necessary. Inspection scheduling can be explored during this task. Implementation 10 L\cmo\Agreements\1st Amendment to Agreement NewGdge Services UCYY2025-085.12.02.25.doex.bm Considerations depend on if all workflow items have been addressed with ProjectDox. Assuming they are complete, configurations for what items appear, guided access for each template will be addressed. a. Option 1 — Consultant completes all items related to moving a template to Public Access — 1 hour per template b. Option 2 — Consultant trains staff to complete the configuration — 2 hour training c. Option 3 — If inspection scheduling is desired. Additional configuration will be required - 8 hours 11.0 Cityworks Workflow for Planning and Zoning During interviews with Planning and Zoning, it was determined that this division is only using Cityworks for project numbers and status changes. Consultant recommends additional meetings with this division to determine if this is how they want to continue using Cityworks. There was interest in utilizing the Public Portal for applications and payments, therefore Consultant would recommend using Cityworks to track timelines and meetings in addition to status. This information is also used by Code Enforcement and more detail could be helpful for both departments. Implementation 1. Consultant conducts discovery of options and the return on investment to complete this task — 4 hours. An hourly estimate will be provided after interviews. 12.0 Style Profiles Upgrading Cityworks allows for customizing the user interface to exclude items not needed for daily use. Style is used to customize the Cityworks data entry screens to make it easier to read and/or understand. A Style profile can be configured per function, division, job title or user individually depending on need. Consultant recommends developing profiles to streamline data entry and only display necessary information. There are also options to force users to enter data in the correct fields and require them for certain actions. For instance, when a work order is set to 'field complete', Cityworks can verify data fields are completed and give the user an error or warning. A possible configuration is to require a GIS asset on certain Work Order templates or malting the custom fields required to close. Implementation 1. Option — conduct meetings with each division to determine requirements and train City staff to configure profiles— 8 hours 2. Option — Consultant completes meeting and configurations — 16 hours 13.0 Training In Cityworks 23.x, the `Office Companion' is still available to be used. However, Consultant and Trimble recommends all users move to Respond. All new features and functionality are only within the Respond platform. This requires all users in the City to be trained on the new user 11 I:\cmo\Agrecinents\lstAmendmeiit to Agreement NewEdge Services LLCYY2025-085, 12.02.25.docx.bm interface. The intent is to conduct training after all new workflows and configurations have been accomplished from tasks above. Implementation 1. Consultant conducts onsite user training — 1 week (4 days for users, 1 day for Admin) 14.0 Crystal Reports to ActiveReports Cityworks 23.x no longer uses Crystal Reports. All reports must be converted to ActiveReports. Implementation 1. Consultant trains City staff to use ActiveReports and the city creates new reports. 8 hours 2. Consultant recreates all Crystal Reports to ActiveReports. Estimated 2 hours per report for print templates (highest priority). General reports within the Reports menu will be evaluated per report for an hourly estimate. B.12 Upgrade Cityworks Production (included — no additional cost) The overall goal of this project is to upgrade Cityworks to 23.x. While this could be included in the immediate actions, there are some factors to consider that would impact the future of Cityworks in the City. Office mode is still available in 23.x but is a separate website to Cityworks with other functions (Respond, Admin, Style, Storeroom, OpX). To take advantage of all the features in 23.x Consultant recommends keeping your current Cityworks site as the new app site and creating a new Office Companion site. This requires anyone who wants to use the Office platform will change to a new website i 1RL. All others will use the existing upgraded site URL. Since office is not available here, all users would need to be trained in Respond and any Crystal Reports moved to Active Reports. Respond dashboards will also be implemented. This is why this task is within intermediate due to the extreme amount of time and staff training that needs to take place. Implementation 1. Consultant completes upgrade of Cityworks and Public Access and new install of Office Companion. — included within current scope of work. This would occur directly after training. 12 I:\cmo\Agreements\Ist Amendment to Agreement NewSdge Services L.LC.PY2025-085.12.02.25.doex.bm ATTACHMENT "2" EXHIBIT "B" COST SUMMARY AND RATES Phase 1: For all integrations there is an up -front cost for the Discovery/Requirements phase. After the requirements are complete, the client will receive a revised cost for the coding and installation of the integration. NewEdge will continue to support the integration for 1 year after the install and go -live of the integration. Following the initial year, the integration will have a yearly maintenance cost to account for: • Issues that arise with the integration • Updates/Upgrades to the Cityworks application • Support for third -party upgrades / modifications Note — NewEdge staff will support third -party application staff if changes are made to the software, however, NewEdge staff will not make modifications to the third -party software or API code. • Changes / modifications to the data passed between the two systems Payment Schedule Discovery / Requirements Phase — $8,000.00 billed when NTP received Revised integration costs approved Requirements approved; Coding begins 33% of integration costs Installation on Test Environment 60% of integration costs Installation on Production Environment 90% of integration costs Final Acceptance 100% of integration costs Maintenance / Continued Support Billed Yearly from Go -Live Integration Estimates Integration Integration Cost Maintenance Description Type Munis Integration for One -Way $15,000.00 $3,000.00 Permitting Fees integration "Costs will be further refined after Discovery / Requirements phase. Cityworks Hourly Support Services NewEdge Services, LLC will provide the City Redlands IT staff advisory service hours related to Cityworks and GIS initiatives. These hours can be used remotely, or the City can request NewEdge staff to be on -site. Tasks can include but are not limited to: • Configurations Changing Cityworks and / or GIS configurations based on assessment meetings, advising staff on configuration options and best practices. • Reporting Generate or complete reports in the Crystal Reports software • General Consulting Services NewEdge will address user questions and hours can be used for additional training. Prior to work commencing, tasks must be requested and approved by Richardson IT. Any work performed under this Agreement will be itemized on the invoice(s) provided to Richardson and billed at the hourly rates listed below: 13 I:1cmMgreoments\ I A Amendment to Agreement NewEdge Services LLC.FY2025-085.12.02.25.docx.bm Title Rate GIS Intern $80/hour GIS Technician $110/hour GIS/Cityworks Specialist $130/hour Senior GIS/Cityworks $165/hour Specialist Database $165/hour Administrator/System Admin Developer $165/hour Project Manager $200/hour Immediate Tasks Cityworks Application Business Review Upgrade of Cityworks Software to 23.x Billing of Hourly Support Hours Primary task will be to set up PA to accept on-line payments Integration between Munis and PLL Discovery and Requirements Phase Integration between Munis and PLL Coding and Installation Phase Total Estimated Immediate Costs: Phase 2: Estimated Time of Billing Costs 50% upon receiving NTP $8,100.00 50% delivery of report Task will start after delivery of $16,200.00 Business Review Report 50% at Kickoff Meeting 50% upgrade of production Billed to the client on a monthly TBD basis 100% Billed when receive NTP $8,000.00 10% billed at Kickoff Estimated: 50% install on test $15,000.00 90% install on production 100% integration final $47,300.00 Plus hourly support hours 1.0 Reconfigure Fees and Application Data Consultant Services, LLC (Consultant) will assess and reconfigure fees with application data to use out of the box tools within Cityworks for all applications. $8,000.00 2.0 ProjectDox Integration Streamlining Consultant and Avolve will coordinate to streamline the integration for project reviews above and beyond the current integration scope. $3,000.00 3.0 Permitting, Fire, Engineering Workflow Reconfiguration Consultant conducts interviews with permitting staff to identify ways to streamline workflows, specifically surrounding reviews and fees for online payments. Consultant estimates 80 hours to complete the requested 14 I:\emo\Agreements\I st Amendment to Agreement NewEdge Services LLC.FY2025-085.12,02.25.docx.bm changes. $16,000.00 4.0 GIS Improvements Consultant recommends using the OneStop map and implementing Single Sign On in ArcGIS Portal. Consultant assumes City will update the map and geocode services along with the EntraID information with support as needed. $2,000.00 5.0 Utilize Equipment, Labor, and Materials for cost tracking Consultant will work with City staff to determine cost assignments for tracking and implement the Warehouse app for Cityworks for material inventory. $12,000.00 6.0 AMS Custom Fields Division interviews to determine metrics for each work activity with configurations to collect custom data. Dashboards and metric for staff as needed will be completed. $3,200.00 7.0 Cityworks Permissions Consultant conducts virtual meetings to discuss permission requirements and completes configurations. $2,400.00 8.0 811Integration Consultant completes a discovery phase for California 811 integration. If the integration can be completed within the discovery PO without further cost, Consultant will program the integration with no additional cost. $8,000.00 9.0 Permitting Notifications Consultant conducts meetings with divisions to determine if notification could help communication between the City and applicants/contractors. Notifications can be sent during case status changes or tasks being completed. Consultant will complete the configurations for each type after requirements are determined. $8,000.00 10.0 Public Access Consultant completes configurations of templates to be included in the Public Portal with application creating, payments, and inspection scheduling if applicable. $30,000.00 11.0 Cityworks Workflow for Planning and Zoning Consultant conducts interviews with Planning staff to assess pertinent workflow changes to enhance processes for staff. Consultant assumes there will be 4 distinct workflows that will be developed and applied to all 15 1:\emo\Agreements\1st Amendment to Agreement NewEdgc Services LLC.FY2025-085.12.02.25.docx.bm Planning and Zoning templates. $9,000.00 12.0 Style Profiles Consultant will conduct meetings with each division to determine requirements and completes new profiles. This will remove unnecessary fields from the Cityworks interface before training on Cityworks Respond. $3,200.00 13.0 Training 2 Consultant staff conducts onsite user training in Cityworks Respond or Native Mobile App — 1 week (4 days for users, 1 day for Admin). $17,100.00 14.0 Crystal Reports to ActiveReports Consultant recreates all Crystal Reports to ActiveReports. Estimated 2 hours per report for print templates (highest priority). General reports within the Reports menu have been estimated within this task. $33,000.00 t6 I \cnm�Agrccments\Ist Amendment to Agreement NewEdge Services LLC.FY2025-085.12.02.25.docx.bm