HomeMy WebLinkAboutItem 16 - Balancing Act Software Suite Finance and Management Services
www.santa-ana.org/finance
Item # 16
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
November 2, 2021
TOPIC: Balancing Act Software Suite for Budget Education, Engagement, and
Transparency
AGENDA TITLE:
Approve an Agreement with Healthy Outcomes, Inc. DBA Balancing Act in an Amount not
to Exceed $55,000 for a Subscription and Support Services Agreement (General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with Healthy Outcomes, Inc., DBA
Balancing Act for a three-year period effective November 3, 2021, with an option to extend
for up to two one-year renewals exercisable by the City Manager and City Attorney, not
to exceed $55,000 over the entirety of the five-year period, subject to non-substantive
changes approved by the City Manager and City Attorney.
DISCUSSION
The City has provided a number of financial documents such as audited financial
statements, City budgets, and budget/financial presentations on the City’s website in an
effort to increase transparency. The City also uses a transparency tool, OpenBook, to
provide a list of vendor payments and a summary of budgeted and actual revenue and
expenses to the public.
To enhance the public’s understanding of the City’s Budget, staff has recently reviewed
a budget simulation tool, Balancing Act. Balancing Act is an annual subscription service
that includes three software tools:
The Simulate Tool provides a way for the City of Santa Ana to frame financial
tradeoffs by allowing residents to build their own City budget. The Simulate Tool
provides multiple budget inputs to work with and produces detailed and visual
reports.
The Prioritize Tool offers a simple way to present projects and costs. The City sets
an overall budget and users select projects up to a specified amount, and then
rank-orders them. The report provides weighted and unweighted results and can
identify top projects based on three different voting techniques, including instant
runoff. The City can utilize this tool to seek assistance with prioritizing projects
Balancing Act Software Suite for Budget Education, Engagement, and Transparency
November 2, 2021
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such as those within the Capital Improvement Plan (CIP) and/or Community
Development Block Grant (CDBG) funding.
The Taxpayer Receipt app asks a few questions to generate an estimate of taxes
paid and then creates a “receipt” showing how much a resident pays for each
service, which demonstrates the value of a service provided by the City.
The Balancing Act software is currently used by the cities of Corona (Tax Receipt &
Balancing Act) and Anaheim (Balancing Act). The annual subscription also includes an
unlimited subscription to Analytics, which provides detailed insight into who is using the
simulation and how they would balance tradeoffs, and Meeting Mode, which modifies
Balancing Act for use in face-to-face or online synchronous meetings. Onboarding
services and unlimited technical support are included. Balancing Act is a SaaS product
and requires no installation.
The annual subscription is $10,000 and a contingency of $5,000 has been included for
any customization to meet the City’s reporting requirements. The projected completion
date is February 2022, with the plan to incorporate this communication/engagement
software suite in the upcoming fiscal year 2022-2023 budget development process.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funds are budgeted and made available in the following accounts for the specified year:
Fiscal
Year
Accounting Unit-
Account #
Fund
Description
Accounting Unit,
Account Description
Amount
FY 21-22 01110100-62300 General Fund FMSA- Management &
Support, Contract
Services
$15,000
FY 22-23 01110100-62300 General Fund FMSA- Management &
Support, Contract
Services
$10,000
FY 23-24 01110100-62300 General Fund FMSA- Management &
Support, Contract
Services
$10,000
FY 24-25 01110100-62300 General Fund FMSA- Management &
Support, Contract
Services
$10,000
FY 25-26 01110100-62300 General Fund FMSA- Management &
Support, Contract
Services
$10,000
Balancing Act Software Suite for Budget Education, Engagement, and Transparency
November 2, 2021
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EXHIBIT(S)
1. Subscription and Support Services Agreement with Exhibits A, B, C
Submitted By: Kathryn Downs, FMSA Executive Director
Approved By: Kristine Ridge, City Manager
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SUBSCRIPTION AND SUPPORT
AGREEENT FOR
City Santa Ana,
CA
This Subscription and Support Agreement (the "Agreement"), is hereby entered into as of
November 3, 2021 (the “Effective Date”) by and between City of Santa Ana, CA, a charter
city and municipal corporation organized and existing under the Constitution and laws of the
State of California. (“Client”) and Healthy Outco mes, Inc., DBA Balancing Act, located at
7897 E. 24th Avenue, Denver, CO, 80238 (“Balancing Act”). Client and Balancing Act are
collectively r eferred to as "the Parties" and individually referred to as "Party."
WHEREAS, Balancing Act is in the business of developing web software and sites capable of
hosting public policy simulations and related projects promoting an exchange of information
and ideas for use by governmental and other entities;
WHEREAS, Client desires to subscrib e to access Balancing Act’s proprietary web
applications to be used for public education and engagement, and
NOW, THEREFORE, in consideration of the foregoing recitals and mutual
covenants contained herein, the parties agr ee as follows:
1.SCOPE OF ENGAGEMENT.
A. Subscription Agreement. Balancing Act shall provide Client with access to the
products and features of the Balancing Act web application specified in Exhibit
A to this agreement and agrees to provide all of the technical, administrative and
professional support services necessary to perform this Agreement. Client is
granted a non-exclusive, non-transferable, and revocable license to access and
use the Balancing Act website. Client shall have the right to test and approve the
application prior to it going live.
B.Support Services. Balancing Act shall perform and provide certain support
services to Client in accordance with the terms and conditions of this Agreement
and the SOW (the Services described under “Support Services”, th e “Support
Services”). If Client hereafter requests additional services not described on
Exhibit A (“Additional Services”) or Exhibit B (“Proposal”), and Balancing Act
is willing and able to provide those Additional Services, the parties shall
mutually agree upon and execute one or more additional SOWs that contain the
terms and conditions of the Additional Services to be performed. Each such
EXHIBIT 1
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SOW shall be attached to and incorporated into this Agreement as an Exhibit
through an Amendment to the Agreement signed by both Parties. Except as
otherwise provided, any Additional Services to be performed by Balancing Act
shall be subject to the terms of this Agreement.
C. Fees. Client shall pay Balan cing Act pursuant to the Fee Sch edule selected by
Client and attach ed hereto as Exhibit “C.” The total amount to be expended
during the Term of this Agreement shall not exceed $55,000.
2. FEE PAYMENT AND TIMING.
A. Fees. In consideration of Balancing Act’s granting of access to the Site and
performance of the Services, hereunder, Client shall pay Balancing Act fees, and
reimburse Balancing Act for expenses, each in the amounts and in accordance
with the payment terms and conditions specified in this Agreement and on
Exhibit C attached hereto (collectively, the “Fees”).
B. Late Payment. Except with respect to amounts disputed in good faith, all amounts
due under this Agreement, if not paid within 45 days of the due date, shall be
considered late and shall accrue inter est at the rate of one and one-half percent per
month or the highest amount allowed by applicable law, whichever is less.
Should collection activities become necessary, Client agrees to pay all fees
relating to said activity.
C. Client’s Failure to Pay. Client’s incurring of a late payment (as determined in
accordan ce with Section 2(B)) shall be considered a material breach of this
Agreement. As such, until such breach is cured by way of full payment, Balancing
Act may (i) refuse to deliver the reports, materials, and other deliverables that it
would otherwise be obligated to deliver hereunder, (ii) cease performance of any
Services, (iii) issue a notice of non-payment to Client, which, if not satisfied within
15 days after the receipt thereof, shall constitute grounds for Balancing Act to
terminat e this Agreement or th e SOW applicable to the Services. These rights are
not exclusive, and Balancing Act reserves its right to seek any oth er rights or
remedies provided in law or equi ty.
D. Taxes. All amounts payable to Balancing Act as specified herein are in United
States dollars. Client shall be responsible for any tax es imposed on the transactions
contemplated by this Agreement, including all sales, use, value-add ed, excise and
other similar taxes (but specifically excluding taxes in, or measured by, Balancing
Act’s income).
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3. CLIENT OBLIGATIONS.
Client shall be responsible for the accur acy of all data utilized by Balancing Act under this
Agreement and shall comply with all laws and governmental regulations affecting its use,
including all open and public records laws. Balancing Act shall have no responsibility to
advise Client about the applicability of any laws or regulations that may apply to this
Agreement.
4. SERVICE LEVEL AGREEMENT
A. Support Services.
(i) Balancing Act’s web platform will be operational and available to
Client at least 99.5% of the time in any calendar month (the
“Balancing Act Application SLA”). If Balancing Act does not meet
the Balancing Act Application SLA, Client will be eligible to receive
the Support Service Cred its described below:
Uptime Percentage Support Service Credit (Days)
< 99.5% - >= 99.0% 3
< 99.0% - >= 95.0% 7
< 95.0% 15
(ii) Service Credit Request. In order to receiv e any of the Support
Service Credits described above, Client must notify Balancing Act
within 30 days from the time Client becomes eligible to receive a
Service Credit. Failure to comply with this requirement will forfeit
Client’s right to receive a Service Credit.
(iii) Maximum Service Credit. The aggregate maximum number of
Support Service Credits to be issued by Balancing Act to Client for
all Downtime that occurs in a single calendar month shall not exceed
fifteen days of Service added to the end of Client’s term for the
Service. Support Service Credits may not be exchanged for, or
converted to, monetary amounts.
(iv) Application SLA Exclusions. The Balancing Act A pplication SLA
does not apply to any services that expressly exclude this Balancing
Act Application SLA or any performance issues: (i) caused by
factors described in the “Force Majeure” section of the Agreement;
or (ii) that resulted from Client’s equipment or third party
equipment, or both (not within th e primary control of Balancing
Act).
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5. TERM.
A. Term. This Agreement shall commence on the Effective Date and be effective for
three years.
B. Option to extend. Client shall have the option to extend for up to two one-year
renewals at the same yearly price as during the Term, in the City’s sole
discretion, exercisable through a writing executed by the City Manager and
City Attorney.
C. Termination. This Agreement may be terminated by the Client or Balancing
Act upon thirty (30) days written notice of termination. In such event,
Balancing Act shall be entitled to receive and Client shall pay compensation
for all services performed by Balancing Act prior to receipt of such notice of
termination, except for work which fails to meet the required standard of
performance.
D. Early Termination Fee. The yearly fee under this contract is based on a three-
year term and as such is heavily discounted. If Client terminates before the
completion of the three year term, Client agrees to pay an early termination
fee of $2,000 and an amount equal to the difference between the discounted
fee and the regular fee for each year prior to notification of termination. The
difference between the discounted fee and the regular fee is $2,000 per year.
6. OWNERSHIP AND USE OF THE MATERIALS, USER CONTENT.
A. Creative Materials. The Parties acknowledge and agree that an integral part of the
services is the creation of the Balancing Act application for Client, which includes
the development of certain information, content, text, graphics, logos, photos,
videos, software and other items, as well as th eir selection and arrangement
("Creative Materials"). Such Creative Materials are protect ed by copyrights,
trademarks, patents, trade secrets and other intellectual property and proprietary
rights, and Balancing Act shall be considered the author of such Creative
Materials and retains all r ight, title and interest in and to such Creative Materials.
Client’s rights to use the Creative Materials are limited to use solely in connection
with this Agreement, and the rights and obligations granted hereunder. Any rights
granted to Client under this Agreement to use the Creative Materials shall cease
upon the termination of this Agreement.
B. User Content. The Par ties acknowledge and agree that the user content generated
on the Balancing Act website by others who are not parties to this Agreement is
not owned by eith er Balancing Act or Client but can be used by eith er Party for
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promotional purposes or any other purpose during and after the term of this
Agreement. Balancing Act acknowledges that the Client can and will retain the
right to use any user content and the deliverables under this Agreement for any
and all purposes related to the general business of the Client.
7. LIMITATION OF LIABILITY; DISCLAIMER OF WARRANTIES
AND LIABILITY FOR ACTIONS OF THIRD PARTIES.
A. Except for the terms and conditions set forth in this Agreement, Balancing Act
makes no express or implied warranties about the performance of Balancing Act,
including warranties of merchantability or fitness for a particular purpose.
B. Neither party shall be liable for false or defamatory statements, either orally or
in writing, made by others who are not parties to this Agreement.
8. INSURANCE.
Vendor shall procure and maintain for the duration of the contract insurance
against claims for injuries to persons or damages to property which may arise from
or in connection with products and materials supplied to the Entity. The cost of
such insurance shall be borne by the Vendor.
A. MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as Insurance Services Office
Commercial General Liability coverage (occurrence Form CG 00 01)
and include products coverage.
(i) Minimum Limits of Insurance
Coverage shall be at least as broad as Insurance Services Form
CG 00 01 covering CGL on an “occurrence” basis, including
products and completed operations, property damage, bodily
injury and personal & advertising injury with limits no less than
$1,000,000 per occurrence. If a general aggregate limit applies,
either the general aggregate limit shall apply separately to this
project/location (ISO CG 25 03 or 25 04) or the general aggregate
limit shall be twice the required occurrence limit.
If the Vendor maintains broader coverage and/or higher limits
than the minimums shown above, the Entity requires and shall be
entitled to the broader coverage and/or the higher limits
maintained by the contractor. Any available insurance proceeds
in excess of the specified minimum limits of insurance and
coverage shall be available to the Entity.
(ii) Self-Insured Retentions
Self-insured retentions must be declared to and approved by the
Entity. The Entity may require the Vendor to purchase coverage
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with a lower retention or provide proof of ability to pay losses
and related investigations, claim administration, and defense
expenses within the retention. The policy language shall provide,
or be endorsed to provide, that the self-insured retention may be
satisfied by either the named insured or Entity.
B. OTHER INSURANCE PROVISIONS
The insurance policies are to contain, or be endorsed to contain, the
following provisions:
(i) Additional Insured Status
The Entity, its officers, officials, employees, and volunteers are
to be covered as additional insureds on the CGL policy with
respect to liability arising out of work or operations performed
by or on behalf of the Vendor including materials, parts, or
equipment furnished in connection with such work or
operations. General liability coverage can be provided in the
form of an endorsement to the Vendor’s insurance at least as
broad as ISO Form CG 20 10 11 85 or if not available, through
the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20
38; and CG 20 37 if a later edition is used).
(ii) Primary Coverage
For any claims related to this contract, the Vendor’s insurance
coverage shall be primary insurance coverage at least as broad as
ISO CG 20 01 04 13 as respects the Entity, its officers, officials,
employees, and volunteers. Any insurance or self-insurance
maintained by the Entity, its officers, officials, employees, or
volunteers shall be excess of the Vendor’s insurance and
shall not contribute with it.
(iii) Notice of Cancellation
Each insurance policy required above shall provide that
coverage shall not be canceled, except with notice to the
Entity.
(iv) Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in
the state with a current A.M. Best’s rating of no less than A:VII, unless
otherwise acceptable to the Entity.
(v) Verification of Coverage
Vendor shall furnish the Entity with original Certificates of
Insurance including all required amendatory endorsements (or
copies of the applicable policy language effecting coverage
required by this clause) and a copy of the Declarations and
Endorsement Page of the CGL policy listing all policy
endorsements to Entity before work begins. However, failure to
obtain the required documents prior to the work beginning shall
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not waive the Vendor’s obligation to provide them. The Entity
reserves the right to require complete, certified copies of all
required insurance policies, including endorsements required by
these specifications, at any time.
(vi) Waiver of Subrogation
Vendor hereby grants to Entity a waiver of any right to
subrogation which any insurer of said Vendor may acquire
against the Entity by virtue of the payment of any loss under such
insurance. Vendor agrees to obtain any endorsement that may be
necessary to affect this waiver of subrogation, but this provision
applies regardless of whether or not the Entity has received a
waiver of subrogation endorsement from the insurer
(vii) Special Risks or Circumstances
Entity reserves the right to modify these requirements at any
time, including limits, based on the nature of the risk, prior
experience, insurer, coverage, or other special circumstances.
9. ASSIGNMENT. Either Party may assign all or a portion of its rights or obligations
under this Agreement but only with the express written consent of the other Party.
10. CONFIDENTIALITY. During the term of this Agreement, each party (the "Disclosing
Party") may provide the other (the "Receiving Party") with certain confidential and
proprietary information ("Confidential Information"). Confidential Information includes,
but is not limited to, (a) the Deliverables under this Agreement, (b) all business, financial
and technical trade secrets, (c) any written information which is marked "Confidential",
and (d) any information which is orally disclosed, identified as confidential at the time of
disclosure and confirmed in writing as being confidential within 30 days thereafter.
Confidential Information shall not include information that (a) is publicly known at the
time of its disclosure; (b) is lawfully received by the Receiving Party from a third party
not under an obligation of confidentiality to the Disclosing Party, or (c) is published or
otherwise made known to the public by the Disclosing Party. The Receiving Party will
refrain from using the Disclosing Party’s Confidential Information except to the ex tent
necessary to ex ercise its rights or perform its obligations under this Agreement. Excep t
as required by law, including the California Public Records Act, the Receiving Party may
not disclose the Disclosing Party’s Confidential Information to any third party, other than
its affiliates or representatives who have an absolute need to know such Confidential
Information in order for the Receiving Party to perform its obligations and enjoy its rights
under this Agreement, and only if such persons are informed of and are subject to the
provisions of this Agreement. The Receiving Party remains liable for any unauthorized
use or disclosure of the Confidential Information by any such representative or affiliate.
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11. WEB SOFTWARE AND SITE TERMS OF USE AND PRIVACY
POLICY. Balancing Act shall include on the Balancing Act website its privacy policy
("Privacy Policy") that applies to the activities of Balancing Act and the users of
Balancing Act, in cluding the use of users’ personal information. Client represents that it
has read and is familiar with the Privacy Policy and, to the ex tent applicable, shall govern
itself in accord ance therewith.
12. INDEPENDENT CONTRACTOR. Client and Balancing Act intend at all times to be
independent contractors. Neither party is an employee, joint venture, agen t or partner
of the other, nor is eith er party authorized to assume or create any obligations or
liabilities, express or implied, on behalf of or in the name of the other. The employees,
methods, faciliti es and equipment of each Party shall at all times be under the exclusive
direction and control of that Party.
13. GOVERNING LAW AND VENUE. This agreement shall be construed in accordance
with and governed by the laws of the State of California and any claim or lawsuit brought
to enforce the t erms of this Agreement shall be brought in the state or f ederal courts
serving City of Santa Ana, CA.
14. FULL AUTHORITY. The person agreeing to the terms and conditions of this
Agreement st ates and aff irms that they have the full authority of Client to enter into and
execute this Agreement.
[Remainder of This Page Intentionally Left Blank; Signature Page Follows.]
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IN WITNESS WHEREOF, CLIENT and BALANCING ACT have executed this
Agreement as of the Effective Date.
ATTEST: CITY OF SANTA ANA
___________________________ _____________________________________
Daisy Gomez Kristine Ridge Date
Clerk of the Council City Manager
APPROVED AS TO FORM: RECOMMENDED FOR APPROVAL:
SONIA R.CARVALHO
City Attorney
By:________________________ ______________________________________
Ryan O. Hodge Kathryn Downs Date
Assistant City Attorney Executive Director
Finance and Management Services
BALANCING ACT
7897 E. 24th Avenue, Denver, CO, 80238
___________________________________
Chris Adams Date
President
10/13/2021
Kathryn Downs (Oct 19, 2021 12:14 PDT)
Oct 19, 2021
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EXHIBIT A SUBSCRIPTION
AND SUPPORT
FOR SUBSCRIPTION, SUPPORT AGREEMENT BETWEEN BALANCING ACT AND
the City of Santa Ana.
1. Client Information.
Name: City of Santa Ana, CA
Contact Person: Waldo Barela
Phone: 714-647-5428
Email: wbarela@santa-ana.org
2. SUPPORT SERVICES
A. Balancing Act staff will provide one (1) training session via web conference for
client staff. The training session will cover the following items:
i) Setting up site, general orientation, strategic advice
ii) Unlimited technical support and help understanding how to use
features
B. Balancing Act staff will be reasonably available during business hours and days to
provide technical support and strategic advice, as requested.
3. SUBSCRIPTION AGREEMENT
A. Design and Launch of the Site (s)
i) Client will have access to design and launch Site (s) beginning on
the date of execution of the agreement.
B. Li ve Site (s)
ii) The Site (s) shall include the Balancing Act Simulate for Budget,
Prioritize and Taxpayer Receipt products.
iii) Client is responsible for selecting and uploading all content specific
to its intended use of the Balancing Act products, including
categories, subcategories, supporting information, additional
details, numerical amounts, pictures, graphs or videos.
iv) Client is solel y responsible for the time and cost associated with
content creation and inpu tting.
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4. SUPPORT SERVICES
A. Administration and Site Support
i) Balancing Act will provide up to two (2) hours per live site each
month of Site administration, maintenance and support, including
Client and user support during the Term. Support Services include, but
may not be limited to the following:
• Gener al user support (password reset, site navigation issues, site
utilization questions, etc.)
ii) Any Support Services requested by Client other than Site
administr ation, maintenance and support will be con sidered custom
development and billed to client as outlin ed in Exhibit C.
Proposal for Santa Ana, CA
Balancing Act is a suite of tools designed to educate and engage residents about a local government’s
financial issues.
Full Suite of Budget Engagement Software:
• Simulate: this tool provides a way for a government to frame tough financial tradeoffs and puts
residents in the shoes of policymakers. It offers several different ways to interact with budget
items and produces detailed, visual reports. Simulate is most often used for the general fund,
but can also be used for capital budgets or special purposes, such as ARPA funding.
• Prioritize: this tool offers a simple, visual way to present projects and costs. Government sets an
overall budget and users select projects up to the specified amount, and then rank order them.
The report provides weighted and unweighted results and can identify top projects based on
three different voting techniques, including instant runoff. This is well suited to ARPA outreach,
capital projects, and participatory budgeting.
• Taxpayer Receipt: this app asks a few questions to generate an estimate of taxes paid and then
creates a “receipt” showing how much a resident pays for each service. It is a way of
demonstrating the value that government provides.
Annual Subscription:
Balancing Act is available as an annual subscription that includes all three tools, as well as unlimited
subscription to Analytics: which gives you detailed insight into who is using the simulation and how they
would balance tradeoffs, and Meeting Mode: which modifies Balancing Act for use in face-to-face or
online synchronous meetings. Onboarding and unlimited technical support are included. Balancing Act is
a SaaS product and requires no installation.
Contract Duration: Three years at $10,000 per year (five-year rate), with two one-year optional renewals
(at City of Santa Ana’s discretion) at $10,000 per year.
Contact:
Amy Flynn
amy@abalancingact.com
415.294.8787
Healthy Outcomes, Inc., DBA Balancing Act
Chris Adams, President
7897 E. 24th Ave. Denver, CO 80238
303.877.0111
Taxpayer ID# 84-1452641 Proposal Valid through 11/30/21
EXHIBIT C
FEES
FOR SUBSCRIPTION, SUPPORT AGREEMENT BETWEEN BALANCING ACT AND
City of Santa Ana DATED September 19, 2021
The following is a summary of the Fees associated with the Services provided by Balancing Act
hereunder.
1. Licensing Fee (published budget)
i. Subscription fee is $10,000 per year. Invoice will be sent for the yearly licensing fee
within 30 days of the effective date of the contr act and every year at approximately
the same time ther eafter for the duration of this Agreement. Invoice for any agreed-
upon additional services will be sent within 15 days of delivery.
2. General
a. Except as otherwise provided herein or in an applicable SOW, all Fees due to Balancing
Act will be payable within 30 days of receipt of the applicable invoice.
b. All payments of the Fees must be made by cash or cash equivalent to Balancing Act at
7897 E. 24th Avenue, Denver, CO, 80238 or by ACH. Credit card payment can be
arranged, but may in cur a 3% fee.
2021 BALANCING ACT RATE SCHEDULE AND REIMBURSEMENT SCHEDULE
FOR “ADDITIONAL SERVICES” AND CUSTOM DEVELOPMENT
Effective January 1, 2021
HOURLY RATE SCHEDULE
Description Rate in USD
Principal Staff $200 / hour
Custom Development
Customer Success
$180 / hour
$150
Support Staff $60 / hour
These rat es listed above are valid for the initial Term of this Agreement, and Balancing Act may,
as a condition to agreeing to any extension of the Term, require that the rates be adjusted.
11.03.21 Balancing Act Agreement w Exhibits
Signed by Legal Counsel and BA 1
Final Audit Report 2021-10-19
Created:2021-10-19
By:Kristin Andrade (kandrade@santa-ana.org)
Status:Signed
Transaction ID:CBJCHBCAABAAsfV7WFFL1cb6joNP5Fi-bz7QZ3mg3JAF
"11.03.21 Balancing Act Agreement w Exhibits Signed by Legal
Counsel and BA 1" History
Document created by Kristin Andrade (kandrade@santa-ana.org)
2021-10-19 - 7:09:00 PM GMT- IP address: 98.153.69.210
Document emailed to Kathryn Downs (kdowns@santa-ana.org) for signature
2021-10-19 - 7:09:27 PM GMT
Email viewed by Kathryn Downs (kdowns@santa-ana.org)
2021-10-19 - 7:14:25 PM GMT- IP address: 98.153.69.210
Document e-signed by Kathryn Downs (kdowns@santa-ana.org)
Signature Date: 2021-10-19 - 7:14:42 PM GMT - Time Source: server- IP address: 98.153.69.210
Agreement completed.
2021-10-19 - 7:14:42 PM GMT