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Exhibit B <br />fialancingAct <br />Proposal for Santa Ana, CA <br />Balancing Act is a suite of tools designed to educate and engage residents about a local government's <br />financial issues. <br />Full Suite of Budget Engagement Software: <br />• Simulate: this tool provides away for a government to frame tough financial tradeoffs and puts <br />residents in the shoes of policymakers. It offers several different ways to interact with budget <br />items and produces detailed, visual reports. Simulate is most often used for the general fund, <br />but can also be used for capital budgets or special purposes, such as ARPA funding. <br />• Prioritize: this tool offers a simple, visual way to present projects and costs. Government sets an <br />overall budget and users select projects up to the specified amount, and then rank order them. <br />The report provides weighted and unweighted results and can identify top projects based on <br />three different voting techniques, including instant runoff. This is well suited to ARPA outreach, <br />capital projects, and participatory budgeting. <br />• Taxpayer Receipt: this app asks a few questions to generate an estimate of taxes paid and then <br />creates a "receipt" showing how much a resident pays for each service. It is a way of <br />demonstrating the value that government provides. <br />Annual Subscription: <br />Balancing Act is available as an annual subscription that includes all three tools, as well as unlimited <br />subscription to Analytics: which gives you detailed insight into who is using the simulation and how they <br />would balance tradeoffs, and Meeting Mode: which modifies Balancing Act for use in face-to-face or <br />online synchronous meetings. Onboarding and unlimited technical support are included. Balancing Act is <br />a SaaS product and requires no installation. <br />Contract Duration: Three years at $10,000 per year (five-year rate), with two one-year optional renewals <br />(at City of Santa Ana's discretion) at $10,000 per year. <br />Contact: <br />Amy Flynn <br />amy@abalancineact.com <br />415.294.8787 <br />Healthy Outcomes, Inc., DBA Balancing Act <br />Chris Adams, President <br />7897 E. 24th Ave. Denver, CO 80238 <br />303.877.0111 <br />TaxpayerID# 84-1452641 Proposal Valid through 11/30/21 <br />