HomeMy WebLinkAboutTolemi - Scope of Work Enterprise - 12.18.2023TOL�MI
Agreement
This Scope outlines the deployment of Tolemi's mobile and web -based applications for the City of Waterloo, Iowa
("City"), including associated roles, responsibilities, activities, and deliverables.
Tolemi City
OpportunitySpace, Inc. (d.b.a "Tolemi")
295 Devonshire St. 4th Floor
Boston, MA 02110
T: 800-535-2329
E: info@tolemi.com
I. Objectives
City of Waterloo, Iowa
715 Mulberry St.
Waterloo, IA 50703
T: (319) 291-4311
The City is acquiring Tolemi's data integration & insights application ("BuildingBlocks") and Tolemi's property
registration & workflow management application ("Slate"), collectively along with associated services, to meet
certain objectives:
• Equitably and efficiently deploy City resources to reduce blight and improve neighborhood conditions
• Develop and execute a holistic strategy to develop and preserve affordable housing
• Streamline and enhance the City's Rental Registration Program
• Coordinate data -driven, cross -departmental strategies to ensure equitable, effective community &
economic development
II. Deployment of Services and Ongoing Support
Tolemi will work with the City's designated points of contact to streamline the deployment of BuildingBlocks and
Slate. Tolemi will ensure that the application meets current and future organization needs.
Key program phases, activities, and timing are detailed below. These are subject to change based on the ability of
Tolemi to secure access and/or connections to sources of data, to solicit feedback/direction from the City may
occur concurrently.
Phase 1: Data Integration
• Tolemi and the City to confirm preliminary set of data to include in BuildingBlocks
• City to provide Tolemi access to data or connection(s) to sources/custodians of data
• Tolemi to perform preliminary data audit, geolocation/spatial join, and field mapping to
BuildingBlocks application data standard
• Tolemi to integrate data from specified systems and to establish schedule for recurring data updates
Phase 2: Application & Data Diagnostic
• Tolemi to provide documentation of field mapping assumptions for the City's approval and refine
according to the City's input
TOL�MI
• Tolemi to perform comprehensive application diagnostic to evaluate, reconcile, and validate disparate
data sets
• Tolemi to execute quality assurance testing of the front-end BuildingBlocks application
Phase 3: Slate Configuration
• Tolemi and City to define information required for Rental Registration submissions
• Tolemi to configure the citizen -facing application portal, including payment of required fees
• Tolemi and City to define the processes for approving and regulating properties subject to the Rental
Registration Program
• Tolemi to configure the Slate to automate and support the approval and regulation processes
• City to perform testing on initial configuration of Slate and provide feedback to Tolemi
• Tolemi to refine configuration based on City's feedback
• Tolemi to migrate existing registrations into the Slate application
Phase 3: Launch
• Tolemi to deploy BuildingBlocks and Slate to production environment
• The City to provide list of named users to receive login credentials to the application (n/a with Enterprise
License and Single Sign -On line item below)
• Tolemi to provide user training, including one-on-one or small -group onboarding sessions for
BuildingBlocks and Slate users
Phase 4: Hosting & Support (Ongoing for Term of License)
• Tolemi to host the BuildingBlocks and Slate applications and the underlying database
• Tolemi to provide ongoing customer support via channels including telephone, email, and online chat
• Tolemi to load unlimited additional data sets, as specified by the City, to support an expansion of usage
and use cases across the City
• Tolemi to deploy upgrades in concert with ongoing maintenance and improvements of the BuildingBlocks
and Slate applications
Tolemi will advise the City in advance of any major changes to this working schedule.
City agrees to the Terms of Service that govern the use of Tolemi products and services.
III. Term of Engagement
This Agreement is effective as of the date of City's signature and will continue for a period of TWELVE MONTHS.
This Agreement will renew automatically unless City gives written notice of intent to cancel the agreement at
least 30 days prior to the expiration of this agreement. Either party may terminate if the other party materially
breaches this Agreement and, after receiving a written notice describing the circumstances of the default, fails to
correct the breach within thirty calendar days. Upon any termination or expiration of this Agreement all rights
granted to City are cancelled and revert to Tolemi. Upon termination, you shall cease all administrative use of
software, shall surrender all access codes/keys, and destroy all copies of the platform (in whole or in part) in your
possession or control.
Tolemi expects to the completion of phase 1 and phase 2 within eight weeks from the initial kickoff call. This
timeline is subject to change based the ability of Tolemi to secure access and/or data, to solicit feedback &
direction from the City, and to gain the requisite approval to launch.
TOLEMI
Ongoing web hosting, support, data loading, system maintenance, and upgrades will extend through the period of
the Agreement. Continued access to BuildingBlocks and support beyond the expiration of these Terms is subject
to a renewed license fee due at expiration of TWELVE MONTHS from the date of execution of this Agreement.
IV. Piggy -Back Provision
The City agrees to allow other municipalities in the United States with populations less than 100,000 to "piggy-
back" off this agreement. Tolemi agrees to hold harmless the City for any liabilities and debts arising from the use
of this provision by other municipalities. Service and cost to the City will not be affected by the use of this
provision. Tolemi has the sole right to cancel this provision.
V. Cost
Name
1Y BuildingBlocks Subscription
1Y user license
1Y Enterprise license (unlimited
users w/ single sign -on integration)
BuildingBlocks implementation
(one-time)
1Y Slate Subscription for Rental
Registration workflow
Price
$25,000.00
$240.00
$5,500.00
$5,000.00
$12,000.00
Qnty
Subtotal
1
0
1
$25,000.00
$0.00
$5,500.00
1 $5,000.00
1 $12,000.00
Total $47,500.00
The cost for all deliverables and accompanying services named in these Terms for a period of the first TWELVE
MONTHS is $47,500.00 USD due upon execution of a contract. Annual renewals paid prior to 12/31/2025 will be
$42,500.00 and will increase by no more than 3% annually after 12/31/2025.
Tolemi
Signature:
Name: Andrew Kieve
Title: Chief Executive Officer
City
Signature: Quer16/1
Name: Quentin Hart
Title: Mayor
SIGNED