Loading...
HomeMy WebLinkAboutCouncil Packet - 12/28/2020 FINANCE COMMITTEE December 28, 2020 5:10 PM Meeting will be held virtually via Zoom. Visit https://cityofxvaterlooiowa.com/register and register to receive the Zoom meeting information. Please contact the City Clerk's Office at 319-291-4323 with questions. Members Chairperson Sharon Juon Vice Chairperson Patrick Morrissey Margaret Klein Roll Call: Approval of Agenda Approval of Minutes Minutes of December 21, 2020, as proposed. TRAVEL REQUESTS 1. (2)Police Lieutenants and(5)Police Sergeants Class/Meeting: FBI-LEEDA Supervisor Liability Training Destination:Waterloo, IA Dates: January 4-29, 2021 Amount not to exceed: $2,450 PRE-AUTHORIZATION TO EXPEND OVER $2,500.00 2. Airport Amount and Estimated S/H: $60,175 Expenditure:FY-21 Airport Marketing Plan. 3. Sewer Amount and Estimated S/H: $67,020.80+ $400 S/H Expenditure:(128) Trojan UV lamps. 4. Sewer Amount and Estimated S/H:$ 8,250 Expenditure:(3) GraniteNet plan 503265,503266,503267; (2) GraniteNet plan 503289,503290; (1) GraniteNet plan 503291; (1) GraniteNet office annual support Plan 503325,503352,503993. BILLS PAYMENT 5. December 28, 2020 ADJOURNMENT Kelley Felchle Page 1 of 33 City Clerk Page 2 of 33 CITY OF WATERLOO Council Communication Minutes of December 21, 2020, as proposed. City Council Meeting: 12/28/2020 Prepared: REVIEWERS: Department Reviewer Action Date Clerk Office Higby, Nancy Approved 12/22/2020 - 11:46 AM ATTACHMENTS: Description Type ❑ Minutes of December 21, 2020, as proposed. Backup Material Page 3 of 33 FINANCE COMMITTEE December 21, 2020 5:10 p.m. Harold E. Getty Council Chambers Members present: Vice Chairperson Pat Morrissey,Margaret Klein,and Chairperson Sharon Juon joined the meeting by telephone. Moved by Morrissey, seconded by Klein, that the Agenda, as proposed, be approved. Voice vote -Ayes: Three. Motion carried. Moved by Morrissey, seconded by Klein, that the Minutes of December 14, 2020, as proposed,be approved. Voice vote - Ayes: Three. Motion carried. Moved by Klein, seconded by Morrissey that the request for the following travel requests, be approved. Travel Requests Name & Title of Amount Personnel Class/Meeting Destination Date(s) not to Exceed Tyler Janssen, Water and Wastewater Cedar December $541 Maintenance Operator Training Rapids, IA 10,11, 17,18, Certification Program 2020 Officer Christopher Basic Officer Certification Johnston, IA January 4 $9,070 Kubli (ILEA) through April 21, 2021 Todd Wright, Reliant Fire - Pierce fire Appleton, February 15- $3,020 Garage Mechanic truck wiring and command WI 19, 2021 zone classes Officer Mark SRO and Beyond Waterloo, December 28- $299 Nissen IA 29, 2020 Six (6) Fire Blue Card Incident Online One Year $2,310 Lieutenants Command Certification Subscription Voice vote -Ayes: Three. Motion carried. Moved by Klein, seconded by Morrissey that the request for the following pre-authorizations to expend over$2,500.00,be approved. Pre-Authorizations to Expend over$2,500.00 Dept. Amount+ Expenditure Est. S/H Airport $14,500 New Airport website. Building $3,536 Re-pipe the main boiler loop in the west mechanical room Maintenance at the Center for the Arts. Leisure Services $2,641.61 (12) replacement battery packs for Young Arena emergency lighting system. Police $8,627 Renewal of annual Leads Online PowerPlus pawn records Department I I system software. Voice vote -Ayes: Three. Motion carried. Moved by Morrissey, seconded by Klein that the project budget worksheet for $10,000 donation received from Young Family Foundation to plant trees in City Parks. This planting will take place in the spring of 2021, be approved. Voice vote -Ayes: Three. Motion carried. Page 4 of 33 Finance Committee December 21, 2020 Page 2 Moved by Morrissey, seconded by Klein that the project budget for$20,000 received from Young Family Foundation to be used for pollinator plantings. This planting will take place in FALL of 2021. Time is needed to prepare the soil for pollinator planting, be approved. Voice vote - Ayes: Three. Motion carried. Moved by Morrissey, seconded by Klein that the budget for$20,000 donation from Young Family Foundation to offer Plant Waterloo residential tree planting program for a 3rd year. Program to be offered in spring or fall of 2021, be approved. Voice vote -Ayes: Three. Motion carried. Moved by Morrissey, seconded by Klein that the project budget for the agreement with the US Marshals Service for the Northern District of Iowa Task Force project, in the amount of$20,000 for overtime services, as submitted by the Police Department, be approved. Voice vote - Ayes: Three. Motion carried. Moved by Morrissey,seconded by Klein that the project budget for the FY-2021 IDOT Air Service Development Grant, in the amount of$48,000, funded at 80%with a grant from the Iowa DOT,to be used for promoting the airport and matched with Airport operating funds in the amount of $12,000, as submitted by the Airport, be approved. Voice vote -Ayes: Three. Motion carried. Moved by Juon, seconded by Morrissey that Bills Payment, as contained in Accounts Payable Invoice Report, dated December 21, 2020, in the amount of$3,606,400.99,be received,placed on file and approved and forwarded to the full council for approval. Voice vote - Ayes: Three. Motion carried. Council members Juon and Klein thanked the Young family for their generosity and efforts to beautify their community. With no further business before the committee, it was moved by Morrissey, seconded by Klein that the meeting be adjourned at 5:18 p.m. Voice vote -Ayes: Three. Motion carried. LeAnn M. Even, CMC, IaCMC Deputy City Clerk Page 5 of 33 CITY OF WATERLOO Council Communication (2)Police Lieutenants and (5) Police Sergeants City Council Meeting: 12/28/2020 Prepared: REVIEWERS: Department Reviewer Action Date Police Department Mohlis, Dave Approved 12/21/2020 - 4:14 PM Finance Weidner, Michelle Approved 12/22/2020 - 4:15 PM Clerk Office Higby, Nancy Approved 12/22/2020 - 4:20 PM ATTACHMENTS: Description Type ❑ Supervisor Liability Cover Memo ❑ Course Description Cover Memo Page 6 of 33 I FINANCE DEPT. STAFF ONLY LINE ITEM USED 010-11-1160-134611 PRO.Retrain TRAVEL REQUEST FY 2021 BUDGETED $52,000.00 CITY OF WATERLOO EXPENDED YTD $27,999.00 THI5 REQUEST $3,150.00 LEFT AFTER THIS REQUEST 20,851.00 DATE 12/18/20 Original-Clerk/Finance Copy- Department NAME(S) AND POSITION(S): DATE: Lt.Corbin Payne,Lt.Kye Richter,Lt.Robert Duncan,Sgt.Keith Rogers,Sgt.Michael Rasmussen,Sgt.Gus Farmer,Sgt Melissa Ludwig,and Sgt.Kristen Schuster,Sgt.Shawn 12/21/20 Monroe NAME OF CLASS/ MEETING: DESTINATION: Waterloo, la. FBI- LEEDA Supervisor Liability Course DEPARTURE POINT IF NOT WATERLOO: DEPARTURE DATE: RETURN DATE: DATE(S) OF MEETING: 1/4/21 1/29/21 1/4-29/2021 PURPOSE OF TRAVEL/TRAINING: Chief Fitzgerald is requesting to send the above listed Supervisors through the FBI - LEEDA Supervisor Liability on line course from 1/4-29/2021. This course covers constitutional standards applicable to supervisor liability, deliberate indifference, and use of force investigation. The cost will not exceed $3150.00 WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: X COST $ YES NO METHOD OF TRAVEL: XXXXX CITY VEHICLE PRIVATE VEHICLE AIRFARE DEPARTING FROM: Waterloo PD ESTIMATE OF COST: BUDGET LINE ITEM: 0.00 LODGING TAXI X GRANT REIMBURSABLE 0.00 MEALS PARKING YES NO 3150.00 REGISTRATION AIRFARE X REQUIRED CERTIFICATION 0.00 MILEAGE/FUEL MISC/TOLLS YES NO TOTAL FOR ALL: $ 3150.00 TOTAL: $ 350.00 PER PERSON I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE I APPROVE THIS TRAVEL REQUEST AND IS NECESSARY AND BENEFICIAL TO THE CITY OF WATERLOO Capt. Dave Mohlis DEPARTMENT HEAD MAYOR 12/21/20 DATE DATE K:\Shared Goodies\Forms\Travel Request Form January 2010 Page 7 of 33 CITY OF WATERLOO Council Communication Airport City Council Meeting: 12/28/2020 Prepared: 12/16/2020 REVIEWERS: Department Reviewer Action Date Airport Kaspari, Keith Approved 12/21/2020 - 3:31 PM Finance Weidner, Michelle Approved 12/22/2020 - 5:04 PM Clerk Office Higby, Nancy Approved 12/22/2020 - 5:11 PM ATTACHMENTS: Description Type ❑ Pre-authorization Backup Material ❑ ALO AMNY Agency of Record Proposal Backup Material Page 8 of 33 City Clerk Use Only Finance Committee Approval Date City of Waterloo Expenditure Pre-Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Airport Department to expend $ 60,175 plus est. shipping costs of $ to pay for or purchase Phase 1 of 3 of the FY-2021 marketing plan for Waterloo Regional Airport, which includes SEM, Landing Page, Geo-Fencing, Social Media, Pre-Messaging, Pre-Roll Video &agency services. This purchase or expenditure is being made because: continues enhanced marketing plan for Waterloo Regional Airport and American Airlines. Plan was approved by Air Service Working Group and the Airport Board at the November 25, 2020 meeting. Vendor selected for this purchase: Advance Aviation Bids or written quotes were taken on this purchase, as follows: F■ Bids or quotes were not taken on this purchase because: The Airport Board and Air Service Working Group have been working with air service consultants,Volaire and Advance Aviation, to help position ALO to come out of the pandemic as strong as possible. Advance was chosen based on their work with 70 airport clients,after several Zoom presentations to both the Board and the ASWG. Prior Committee Actions (Dates): Please check the following box(es)as appropriate to describe the funding for this expense: F■ General Fund ❑ Road Use Tax ❑ Sewer F—] Sanitation EIBonds ❑ Federal/other grants ❑ Other(specify) This expenditure is to be coded to the following budget line-item: 010-29-7700-1351 (Fund - Department-Activity-Account Number) (Project Code) in which the budgeted amount is $ 75,936 and the current available balance is $ 72,927 Respectfully submitted, Keith D. Kaspari 12/16/2020 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls(Mar 2010) Page 9 of 33 ALO Agency of Record Recommendation A Page 10 of 33 ... ... ... i, ##Iyyrf4i + t Increase enplanements from current 60-65% Success of this campaign will allow ALO to pursue additional service from existing provider ' Streamline advertising strategy & media planning / buying efforts — freeing up marketing time for other efforts Page 11 of 33 Our Goal As Your Agency Partner To become a true partner who is as invested in the success of your __ - airport as you are - To be an extension of your marketing team, providing assistance on projects where you could use additional strategy expertise and bandwidth To be flexible, partnering on month by month, project by project agency fees rather than a year long contract or retainer i ti�. What Our Agency Service Fees Include We will develop a strategic marketing plan, inclusive of brand direction and media selection recommendations, with the goal of achieving your business objectives. We will relentlessly monitor and optimize your campaign for optimal "'��-, _ performance across platforms. Our plans don't remain stagnant but change as the result of real time performance. Monthly reporting meetings, during the initial 3 months are not negotiable ensuring that you feel comfortable with how your budget is being spent. We will develop thoughtful and effective creative which are seamlessly and s. succinctly communicated across media platforms. We will also communicate with all vendors on your behalf, analyzing their offerings and informing them of their status within the 2020 budget. _ As we work together, we can broaden this scope to accommodate your needs PageF Current Plan — Phase 1 Dec Jan Feb Mar Digital focused plan currently Phase 1 Plan scheduled for Dec — March 2020 SEM $600 $600 $600 $600 Landing Page $1,400 Serves as a strong foundation for Lat/ Long $2,000 $2,000 $2,000 $2,000 additional communications Paid Social $600 $600 $600 $600 Remessaging $200 $200 $200 $200 Page 1 $60,000 Budget Option Building Upon Phase 1 N. 0 Projects current Dec — March Phase 1 plan through remainder of 2020 Adds online video for an additional media touchpoint and awareness driver Online video is an effective tactic in the aviation space, truly showcasing your airport, dispelling any potential misconceptions on size or amenities and highlighting your points of differentiation Adds Agency Services investment Monthly weighting can change based on seasonality, if necessary Dec Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Phase 1 Plan SEM $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 Landing Page $1,400 Lat/Long $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 Paid Social $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 Remessaging 1 $200 $200 $200 $200 1 $200 1 $200 1 $200 1 $200 1 $200 1 $200 1 $200 1 $200 1 $200 Pre-Roll Video $900 $900 $900 $900 $900 $900 $900 $900 $900 $900 $900 Agency Services $425 $425 $425 $425 $425 $425 $425 $425 $425 $425 $425 Total $60,175 Page 15 of 33 A $80,000 Budget Option Diversifying Your Plan ► Includes all activity at $60K level ► Added Targeted Display to drive additional brand awareness to targeted audience ► Added Local TV spots as local awareness driver ► Increased agency services allocation to accommodate increased monthly activity Dec Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Phase 1 Plan SEM $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 La nd ing Page $1,400 Lat/ Long $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 Paid Social $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 Remessaging $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 Pre-Roil Video $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 Display $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 Local TV* $3,000 1 1 1 $3,000 Agency Services $650 1 $650 1 $650 1 $650 1 $650 1 $650 1 $650 1 $650 1 $650 1 $650 1 $650 Total $80,750 *Budget allocations for Local TV/audio/00H subject to variance based on rates and avails. Page 16 of 33 $100,000 Budget Option Increasing Local Presence ► Includes all activity at $80K level ► Increased Local TV presence for additional spots and reach (also explore OTT) ► Added Local Audio (likely combination of terrestrial & streaming radio) ► Increased agency services allocation to accommodate increased monthly activity Dec Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Phase 1 Plan SEM $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 Landing Page $1,400 Lat/Long $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000 Paid Social $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 Remessaging $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 Pre-Roll Video $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 Display $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 Local TV $5,000 $5,000 Local Audio $3,200 $3,200 OOH $3,650 $3,650 Agency Services 1 $800 1 $800 $800 1 $800 1 $800 1 $800 $800 $800 $800 $800 $800 Total $100,100 *Budget allocations for Local TV/audio/OOH subject to variance based on rates and avails. Page 17 of 33 Plan Comparison $60K $80K $100K SEM Landing Page Lat / Long V Paid Social Remessaging Online Video Display Local TV Local Audio OOH Agency Services Page 18 of 33 Key Performance Indicators (KPIs) And the AMNY Reporting Process We pride ourselves on our clear, detailed and transparent reporting. We want you to understand how your budget is being spent, how it is impacting your business. For the first three months, we will have monthly reporting meetings, reviewing the status of your campaign a f � important success metrics. As our partnership continues, we can continue to meet monthly or switch to quarter _ r' whatever works best for you. x And in between meetings know that we continue to monitor and optimize your campaigns for optimal performance. AWARENES ENGAGEMENT • Ads Delivered to Your Target Audience Social Interaction • Time Spent with Messaging Clicks CONVERSIONS • Button Clicks on Landing Page • Increased Enplanements Page Why Us? We have worked with 50+ airports across the country We know your industry and understand your needs Google We are part of Advance Local Partner The 9th largest digital marketing and media company in the world We are part of 10 digital hubs around the country Microsoft Partner of In each of the markets we are located we own and operate the #1 news 2015 Winner and information website a[gE#a�ising Advance houses one of the most sophisticated unified data management Microsoft platforms in the industry 2014 We offer our advertising partners access to valuable customer insights from first Partner of the Year party data and audience targeting capabilities Awards We own Matchcraft 2013 Matchcraft is the industry's leading marketing platform for companies that sell and Partner manage digital marketing campaigns for businesses Page IMAGINE A MARKETING PARTNER WITH MORE 1 110 1 F I EXTRAORDINARY STORYTELLIN' SMART MARKETINf NATIONAL PRESENCE Storytelling is in our DNA. We We put data to work. We We're 100 marketers in a hub in believe every company should act understand data and own Central New York, with clients like a media company and we help first-party data for millions of scattered across Upstate New York you do that. consumers across the country. and across the country. J Page 21 of 33 our z Thankyou Page 22 of 33 CITY OF WATERLOO Council Communication Sewer City Council Meeting: 12/28/2020 Prepared: 12/21/2020 REVIEWERS: Department Reviewer Action Date Waste Management Hosford, Matt Approved 12/21/2020 - 11:27 AM Finance Weidner, Michelle Approved 12/22/2020 - 4:44 PM Clerk Office Higby, Nancy Approved 12/22/2020 - 5:12 PM ATTACHMENTS: Description Type ❑ Pre-authorization Backup Material ❑ Mc2 Quote Backup Material ❑ Memo for UV Lamps Cover Memo Page 23 of 33 City Clerk Use Only Finance Committee Approval Date City of Waterloo Expenditure Pre-Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the SEWER Department to expend $ 67,020.80 plus est. shipping costs of $ 400.00 to pay for or purchase TROJAN REPLACEENT BULBS UV DISINFECTION BUILDING This purchase or expenditure is being made because: THE BULBS NEED TO BE REPLACED IN ORDER TO BE EFFECTIVE THESE ARE REPLACED IN INTERVALS Vendor selected for this purchase: MC2 ELECTRIC PUMP COMPANY Bids or written quotes were taken on this purchase, as follows: F■ Bids or quotes were not taken on this purchase because: MC2 IS SOLE PROVIDER FOR BULBS NEEDED. Prior Committee Actions (Dates): Please check the following box(es)as appropriate to describe the funding for this expense: ❑ General Fund ❑ Road Use Tax FE-1 Sewer F—] Sanitation ElBonds ❑ Federal/other grants ❑ Other(specify) This expenditure is to be coded to the following budget line-item: 520-14-5200-1522 (Fund - Department-Activity-Account Number) (Project Code) in which the budgeted amount is $ 71,755.00 and the current available balance is $ 71,755.00 Respectfully submitted, MATT HOSFORD 12/18/20 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date KAshared goodies\forms\Expenditure Pre-Authorization.xls(Mar 2010) Page 24 of 33 Page: I QUOTATION 4280 E 14th Street C Des Moines,IA 50313 USA QUOTE NUMBER: 0007029 Telephone: (800)383-7867/FAX(515)265-8079 QUOTE DATE: 12/17/2020 EXPIRE DATE 1/17/2021 www.rnc2h2o.com An Electric Pump Company SALESPERSON: MARCI WHITAKER CUSTOMER NO: 2914553 QUOTED BY: MJU MARQUITA QUOTED TO: JOB LOCATION: CITY OF WATERLOO CITY OF WATERLOO 3505 EASTON AVE 3505 EASTON AVE WATERLOO,IA 50702 WATERLOO,IA 50702 CONFIRM TO: BRAD *** QUOTE ORDER-DO NOT PAY*** CUSTOMER P.O. SHIP VIA F.O.B. TERMS BRAD BESTWAY ORIGIN Net 30 Days ITEM NUMBER UNIT ORDERED SHIPPED BACK ORDER PRICE AMOUNT BRAD, PLEASE FIND BELOW OUR OFFER ON QUANTITY DISCOUNT BULBS FOR YOUR TROJAN UNIT. *441169-028 EACH 128.00 0.00 0.00 523.60 67,020.80 TR09JAN LAMPS (128 PCS) /FR EACH 1.00 0.00 0.00 400.00 400.00 FREIGHT INCLUDED All return goods must have written approval from MC2,Inc. Net Order: 67,420.80 before returning. Credit will not be issued without written approval and Less Discount: 0.00 if applicable there will be a Restock Fee. Freieht: 0.00 Sales Tax 0.00 Order Total: 67,420.80 ABOVE PRICING EFFECTIVE FOR 30 DAYS Page 25 of 33 CITY OF WATERLOO , IOWA Waste Management Services 3505 Easton Avenue•Waterloo,IA 50702•Phone(319)291-4553•Fax(319)291-4523 December 18, 2020 Mayor Memo to Waterloo Mayor and Council QUENTIN HART RE: UV Disinfectant Lamps COUNCIL Background Discussion: UV disinfectant lamps treat effluent discharge for E-coli and fecal MEMBERS coliform (March 15- November 15).The current lamps are at the end of their life span and ................... effectiveness to meet our dose required. In order to achieve and comply with The City of Waterloo's National Pollutant Discharge Elimination System limits for E-Coli Standards, current UV MARGARET KLEIN disinfectant lamps must be replaced.The bulbs specified for the model of equipment utilized at Ward I the plant are provided by a sole vendor in our service area. JONATHAN Recommended Action: It is recommended that the City Council approve the purchase of 128 UV GRIEDER Ward disinfectant lamps from MC2, Des Moines Iowa for the amount of$67,420.80 PATRICK MORRISSEY Ward 3 JEROME AMOS,JR. Ward 4 RAY FEUSS Ward 5 SHARON NON At-Large DAVE BOESEN At-Large WE'RE WORKING FOR YOU! Page 26 of 33 An Equal Opportunity/Affirmative Action Employer CITY OF WATERLOO Council Communication Sewer City Council Meeting: 12/28/2020 Prepared: 12/21/2020 REVIEWERS: Department Reviewer Action Date Waste Management Hosford, Matt Approved 12/21/2020 - 2:11 PM Finance Weidner, Michelle Approved 12/22/2020 - 4:26 PM Clerk Office Higby, Nancy Approved 12/22/2020 - 4:34 PM ATTACHMENTS: Description Type ❑ Pre-authorization Backup Material ❑ CUES Backup Material Page 27 of 33 City Clerk Use Only Finance Committee Approval Date City of Waterloo Expenditure Pre-Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the SEWER Department to expend $ $8,250 plus est. shipping costs of $ 0 to pay for or purchase GRANITENET SOFTWARE AND SERVICES This purchase or expenditure is being made because: COMPUTER SOFTWARE YEARLY LICENSE AND SUPPORT FEES FOR SEWER MAINTEANNCE VANS, TOUGH BOOKS AND OFFICE Vendor selected for this purchase: CUES SOFTWARE Bids or written quotes were taken on this purchase, as follows: F■ Bids or quotes were not taken on this purchase because: CUES SOFTWARE IS SOLE SUPPLIER OF PROGRAM Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: ❑ General Fund ❑ Road Use Tax ❑E Sewer ❑ Sanitation ElBonds El Federal/other grants El Other (specify) This expenditure is to be coded to the following budget line-item: 520-14-5200-1520 (Fund - Department-Activity-Account Number) (Project Code) in which the budgeted amount is $ 32,000 and the current available balance is $ 25,349.51 Respectfully submitted, MATT HOSFORD 12-21-20 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date KAshared good ies\form s\Expend itu re Pre-Authorization.xls(Mar 2010) Page 28 of 33 The Standard of the Industry CUES December 21St, 2020 Quote#QU03906 Laura Wolff City of Waterloo 3505 Easton Avenue Waterloo, IA 50702 Office: 319-291-4553 Iaura.wolffC�waterloo-ia.org Laura Wolff, Thank you for being a valued CUES customer. We hope you are getting the most out of your equipment and the Granite software. Now in its thirteenth year as an industry-leading product, clients like you trust and depend on having a stable software platform despite the rapidly changing technology and new hardware requirements we see in our industry. A significant investment has been made in your GraniteNet software and CUES seeks to maximize your return on investment by offering continued upgrades year after year when you maintain your Support Plan. I wanted to let you know that your GraniteNet software license Support Plan is set to expire as of January 12, 2021. Renewal of the Support Plan is extremely important because enrolled customers with Support Plans are entitled to perpetual upgrades of the newer versions when they are released. Also, please be advised that if the support plan expires, the City of Waterloo will be subject to re- instatement fees. For example, to re-enroll an expired GraniteNet Inspection Premium license in the Support Plan program, a re-instatement fee of $2,500 plus the cost of the Annual Support Plan prorated amount per month for the elapsed time without coverage up to 3 years (36 months) will be required in order to get back into the program. Licenses that have been expired for more than thirty six months (36) shall not be entitled to re-instatement and a new license will need to be purchased should an upgrade be required. Below I have included a preliminary quote, which includes a description of the benefits and technical support services the Support Plan provides as well as pricing, for the continued support of your GraniteNet Software which would cover the City of Waterloo through January 11, 2022. This preliminary quote has been provided for your review and subsequent approval. Please do not make payment until CUES sends an invoice so that we may properly match the payment to your account. If you prefer that an invoice be sent, please respond by providing a PO or, at minimum, a PO#. Lastly, please respond with a blank email to let me know that the quote has been received. Feel free to contact me with any other questions you may have. Thank you, Cameron Keefe CUES Software Development 800.327.7791 EXT. 497 Ckeefe@Cuesinc.com Page 1 of 4 QU03906-Support Plan Renewal Quote,City of Waterloo 12/21/2020 Page 29 of 33 GraniteNet Premium Inspection Annual Support Plan The annual Support Plan provides the following technical support services to ensure continuous productivity and up time in the field: • Perpetual, free upgrades available online for download for the most current versions of your GraniteNet Software to match the latest Microsoft Windows version you may have including the latest technical documentation • Professional telephone support Monday through Friday 8:00 AM to 5:00 PM ET • Remote Online Technical Support** • Access to online support services including FAQ's, the CUES knowledge base, User Forums and Video Tutorial • Online review sessions with support specialists at pre-scheduled, mutually convenient times to review the proper use of the software including advanced administration and best practices *Additional charges not covered by the Support Plan may apply such as hardware upgrades, data conversion services and re-implementation fees **Certain elements of the support plan requires internet access GraniteNet No Video Basic Inspection Support Plan The annual Support Plan provides the following technical support services to ensure continuous productivity and up time in the field: • Perpetual, free upgrades available online for download for the most current versions of your GraniteNet Software to match the latest Microsoft Windows version you may have as well as including the latest technical documentation • Professional telephone support Monday through Friday 8:00 AM — 5:00 PM EST • Remote Online Technical Support** • Access to online support services including FAQ's, the CUES knowledge base, User Forums and Video Tutorial • Online review sessions with support specialists at pre-scheduled, mutually convenient times to review the proper use of the software including advanced administration and best practices *Additional charges not covered by the Support Plan may apply such as hardware upgrades, data conversion services and re-implementation fees **Certain elements of the support plan requires internet access Page 2 of 4 QU03906-Support Plan Renewal Quote,City of Waterloo 12/21/2020 Page 30 of 33 GraniteNet Basic Inspection Annual Support Plan The annual Support Plan provides the following technical support services to ensure continuous productivity and up time in the field: • Perpetual, free upgrades available online for download for the most current versions of your GraniteNet Software to match the latest Microsoft Windows version you may have as well as including the latest technical documentation • Professional telephone support Monday through Friday 8:00 AM to 5:00 PM ET • Remote Online Technical Support** • Access to online support services including FAQ's, the CUES knowledge base, User Forums and Video Tutorial • Online review sessions with support specialists at pre-scheduled, mutually convenient times to review the proper use of the software including advanced administration and best practices *Additional charges not covered by the Support Plan may apply such as hardware upgrades, data conversion services and re-implementation fees **Certain elements of the support plan requires internet access GraniteNet Office Annual Support Plan The annual Support Plan provides the following technical support services to ensure continuous productivity and up time in the field: • Perpetual, free upgrades available online for download for the most current versions of your GraniteNet Software to match the latest Microsoft Windows version you may have including the latest technical documentation • Professional telephone support Monday through Friday 8:00 AM to 5:00 PM ET • Remote Online Technical Support** • Access to online support services including FAQ's, the CUES knowledge base, User Forums and Video Tutorial • Online review sessions with support specialists at pre-scheduled, mutually convenient times to review the proper use of the software including advanced administration and best practices *Additional charges not covered by the Support Plan may apply such as hardware upgrades, data conversion services and re-implementation fees **Certain elements of the support plan requires internet access Pricing follows on next page. Page 3 of 4 QU03906-Support Plan Renewal Quote,City of Waterloo 12/21/2020 Page 31 of 33 Part# GraniteNet Software&Services Price Qty- Discount New Asset(s)or Existing Asset(s)are shown in blue italic below for reference GN536 GraniteNet Premium Inspection Annual Support Plan $1,800 3 $5,400 $5,400 503265,503266,503267 GN553 GraniteNet No Video Basic Inspection Support Plan $450 2 $900 $900 503289,503290 GN537 GraniteNet Basic Inspection Annual Support Plan $900 1 $900 $900 503291 GN538 GraniteNet Office Annual Support Plan $350 3 $1,050 $1,050 503325,503352,503993 Grand Total $8,250 This Quotation is valid for 90 days for the itemized products and services listed herein and is subject to the following Terms and Conditions. Delivery of a purchase order by Buyer pursuant to this quotation shall be deemed to be an acceptance by Buyer of these Terms and Conditions. Pro-rata payments shall become due upon the shipment of goods and/or delivery of services. Seller shall not be liable or penalized for any delays beyond its reasonable control, including but not limited to acts of God,acts of Buyer,carrier delays,accidents,etc.In the event of any such delay,delivery or performance shall be extended accordingly and shall not relieve Buyer of its obligation to accept and make payment net 30 days from the date deliverables are provided.Past due invoices are subject to 1.5%per month(18%APR)charge or as permitted by applicable law.Payments made by credit card may be subject to an additional 3%finance fee at the time of processing. No merchandise will be acceptable for return without a Material Return Authorization Number written on the outside of the package. No returns will be accepted on used electrical parts. Page 4 of 4 QUO3906-Support Plan Renewal Quote,City of Waterloo 12/21/2020 Page 32 of 33 CITY OF WATERLOO Council Communication December 28, 2020 City Council Meeting: 12/28/2020 Prepared: REVIEWERS: Department Reviewer Action Date Finance Higby, Nancy Approved 12/22/2020 - 11:47 AM Page 33 of 33