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SR 11-13-2018 3F City Council Report City Council Meeting: November 13, 2018 Agenda Item: 3.F 1 of 4 To: Mayor and City Council From: Katie Lichtig, Assistant City Manager, City Manager's Office, Office of Civic Wellbeing Subject: Agreement Modification with Edenspiekermann for Wellbeing Platform Recommended Action Staff recommends that the City Council authorize the City Manager to negotiate and execute a first modification to agreement #10696 (CCS) in an estimated amount of $243,400 with Edenspiekermann LA Corporation, a Delaware-based company, for additional services related to the W ellbeing Index platform. This will result in a two year amended agreement with a new total estimated amount of $1,243,400 with the understanding that $235,000 of this amount is from grant funds from Bloomberg Philanthropies, with future year funding contingent on Council b udget approval. Summary On June 12, 2018, City Council approved a contract with Edenspiekermann to design and develop a comprehensive new citywide website, revamping our 22,000 pages of content for better service to our community members. In completing the grant-funded work the City has pursued with the Wellbeing Index, the next step is the development of a new platform that showcases for users the data generated by the Wellbeing Initiative to guide government and civic efforts to improve outcomes for our community. It is important that the format and data visualization tools for the Wellbeing Index align with the direction of the new citywide website, so City staff recommends additional services from Edenspiekermann to be performed by a jointly selected subcontractor for the data visualization aspect of the project. This arrangement allows the City to meet its remaining grant obligation to Bloomberg Philanthropies by creating a high quality, customized site for the Wellbeing Index while also creating tools and data visualizations that can be integrated into the City’s website across all pages. It will also enhance residents’ ability to see that the City is a data driven organization with a quantified interest in community wellbeing. 2 of 4 Discussion In 2013, the City of Santa Monica was awarded a $1 million grant to create the Wellbeing Index from Bloomberg Philanthropies, as part of the Mayors Challenge. The Mayors Challenge is an ideas competition that encourages cities to generate innovative ideas to address major challenges and improve city life – and that have the potential to spread. In 2014, the City of Santa Monica entered into a grant agreement with Bloomberg Philanthropies to develop the Wellbeing Index, a data driven tool to measure community wellbeing and apply what’s learned to drive policy development, prioritization and resources allocation. The remaining $235,000 of the $1 million was designated for the development of a dedicated platform to digitize the Wellbeing Index making it easy to access, understand and use. The current platform for the Wellbeing Index, wellbeing.smgov.net, reflects the decision to begin with a simple beta website to introduce the first iteration of the Index, to allow additional iterations of the Index to ensure that the funds were used to create a final platform that showcased all uses of the Index including data visualization, community feedback and other tools and resources. In order to accommodate the timing and vendor selection for the redesign and reorganization of the City’s overall website, the City received grant extensions from Bloomberg Philanthropies so that initial work on the City’s new website could begin prior to development of the new Wellbeing Index platform. Edenspiekermann, authorized by the City Council in June 2018 for this City website, has begun its work with the City. Edenspiekermann will be responsible for overseeing the development of the data driven, user-friendly platform to ensure it integrates with the City’s new website. To complete this work in tandem with the website, Edenspiekermann was asked to provide additional services including the recruitment and vetting of a subcontractor to develop the wellbeing Index platform. Edenspiekermann and City staff have interviewed and mutually agreed to work with Schema, a data visualization firm with expertise in interactive data platforms to develop the Index. The creation of the Wellbeing Index as 3 of 4 an interactive tool is a final deliverable of the City's Bloomberg Philanthropies Mayors Challenge grant. Past Council Actions Meeting Date Description 06/12/18 (attachment A) Award contract for Citywide Website Design and Development Financial Impacts and Budget Actions Staff seeks authority to increase the amount of contract #10696 with Edenspiekermann LA Corporation for additional services related to the integration of the W ellbeing Index platform and the new City website, with all but $8400 paid for by the remainder of the Bloomberg Mayor’s Challenge grant. Contract Agreement/Purchase Order Modification Request Agreement # Current Authorized Amount Modified Request Amount FY2018-19 Budget Dept Acct # Total Revised Contract Amount #10696 $1,000.000 $243,400 (see cost breakdown below) (see account breakdown below) $1,243,400 $4,200 #01200004.550010 $4,200 #01200002.550010 $235,000 Bloomberg Philanthropies grant funds #20200003.555140 Future year funding is contingent on Council budget approval. 4 of 4 Prepared By: Julie Rusk, Chief of Civic Wellbeing Approved Forwarded to Council Attachments: A. Award Contract for Citywide Website Design and Development (Web Link) B. Oaks Initiative_ Edenspiekermann CITY OF SANTA MONICA OAKS INITI ATIVE NOTICE NOTICE TO APPLICANTS, BIDDERS, PROPOSERS AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS, OR OTHER BENEFITS FROM THE CITY OF SANTA MONICA Santa Monica’s voters adopted a City Charter amendment commonly known as the Oaks Initiative. The Oaks Initiative requires the City to provide this notice and information about the Initiative’s requirements. You may obtain a full copy of the Initiative’s text from the City Clerk. This information is required by City Charter Article XXII—Taxpayer Protection. It prohibits a public off icial from receiving, and a person or entity from conferring, specified personal benef its or campaign advantages from a person or entity after the official votes, or otherwise takes official action, to award a “public benefit” to that person or entity. The prohibition applies within and outside of the geographical boundaries of Santa Monica. All persons or entities applying or receiving public benefits from the City of Santa Monica shall provide the names of trustees, directors, partners, and officers, and names of persons with more than a 10% equity, participation or revenue interest. An exception exists f or persons serving in those capacities as volunteers, without compensation, for organizations exempt from income taxes under Section 501(c)(3), (4), or (6), of the Internal Revenue Code. However, this exception does not apply if the organization is a political committee or controls political committees. Examples of a “public benefit” include public contracts to provide goods or services worth more than $25,000 or a land use approval worth more than $25,000 over a 12-month period. In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Therefore, if you are seeking a “public benefit” covered by the Oaks Initiative, you must supply that information on the Oaks Initiative Disclosure Form. This inf ormation must be updated and supplied every 12 months. DocuSign Envelope ID: 20AA3B46-B5E1-48AD-A1D2-D84C423C82BA CITY OF SANTA MONICA OAKS INITI ATIVE DISCLOSURE FORM In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Public benef its include: 1. Personal services contracts in excess of $25,000 over any 12-month period; 2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period; 3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period; 4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period; 5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000; 6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or 7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period. Name(s) of persons or entities receiving public benefit: Name(s) of trustees, directors, partners, and officers: Name(s) of persons with more than a 10% equity, participation, or revenue interest: Prepared by: ____________________________Title: __________________________ Signature: ______________________________________ Date: ________________ Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY: Bid/PO/Contract # ____________________________ Permit # ___________________________ Anna Ibbotson CEO a.ibbotson@us.edenspiekermann.com +1 323 607 2800 Edenspiekermann LA Corp Officers: Anna Ibbotson (CEO), Oliver Schmidthals (Secretary), Oliver Schmidthals (CFO), Paul Woods (CCO) Directors: Oliver Schmidthals, Michael Borner, Paul Woods Edenspiekermann AG DocuSign Envelope ID: 20AA3B46-B5E1-48AD-A1D2-D84C423C82BA 4/20/2018 REFERENCE: Modified Agreement No. 10696 (CCS)