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2020/09/01 Citibot, Inc. CitiBot customer service chat box DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 /IJF MENIFEE CITY OF MENIFEE Agreement/contract coversheet DATE: August 25, 2020 A� TO: Armando G.Villa,City Manager CC: Department Date Initials Jeff Wyman,Assistant City Manager /27/2020 Sw Wendy Preece, Deputy Finance Director /27/2020 Rochelle Clayton, Deputy City Manager /1/2020 Jeffrey T. Melching, City Attorney /1/2020 Sarah A. Manwaring, City Clerk /8/2020 Agreement Routed to City Attorney: 8/24/2020(Via email,attached) Insurance Requirements: ®General Liability (Expiration Date: Pending, Requested) (Attached) ®Automobile Liability (Expiration Date: Pending, Requested) ®Worker's Compensation (Expiration Date: Pending, Requested) ® Other: Cyber (Expiration Date: Pending, Requested) FROM: Margarita Cornejo, Financial Services Manager �GS� Michelle Sarkissian, IT Supervisor RS SUBJECT: Software Subscription Agreement between the City of Menifee and Citibot Inc. for Citibot SMS Chatbot Customer Service Software IS THE AGREEMENT/CONTRACT WITHIN THE CITY MANAGER'S SIGNATURE AUTHORITY? ®Yes—® Purchase of Commodities under$50,000 ❑ Professional Services under$25,000 ❑ Change Order under$25,000 or less than 10%of original contract(supplies, equipment,services or construction contracts) ❑ Public Works Contract for$45,000 or less ❑ No—City Council authorized City Manager to sign (Council action attached) WHY IS THIS AGREEMENT/CONTRACT NEEDED? The agreement between the City of Menifee and Citibot Inc.shall provide for a one year subscription(eligible for renewal at the City's discretion) to the Citibot Chatbot Customer Service Software Solution. This software provides for an interactive text messaging and customer service software system for civic engagement with government. Using text messages,Citibot can help a citizen report a problem,ask a question,or send in a message--and Citibot responds in real time, anytime. This agreement helps meet the City's strategic goal of being an Accessible and Interconnected Community, particularly in the present time WHAT IS THE TOTAL LENGTH OF THE AGREEMENT/CONTRACT? The term of the agreement will cover the period of September 1,2020 through August 31, 2021 WHAT IS THE TOTAL DOLLAR AMOUNT OF THE AGREEMENT/CONTRACT? $16,830(Not-to-Exceed Amount) *Please attached a second page for additional information to support this agreement. DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 HOW WAS THE VENDOR/CONSULTANT/CONTRACTOR DECIDED ON? Citibot SMS Chatbot Customer Service Software is propietory software.Cltibot has provided the City with a proposal for a one year subscription as well as pricing for Year 2 and 3 should the City elect to renew the agreement for subsequent terms.Staff has reviewed the pricing provided for reasonability and has been able to negotiate service at no cost for the first three(3) months. Other cities(City of Charleston etc)are currently using Citibot's software solutions. Supplies/Equipment/Maintenance/Construction Prior Contract/Experience with the City ❑ $5,000-$49,000—Three Written Quotes ❑ Yes ❑ Over$50,000—Competitive Bidding and Formal Proposals Public Works Proiects Professional Services ❑ Under$45,000—Purchase Order,Contract(Prudent Judgement) ❑ Under$25,000—City Manager ❑ $45,000-$174,999—Informal Bidding Process ❑ over$25,000—City Council Approval ❑ Over$175,000—Formal Bidding Required WHERE ARE THE FUNDS COMING FROM? Funding is coming from the approved FY 2020/21 operating budget WHAT GENERAL LEDGER ACCOUNT NUMBER SHOULD BE USED FOR THE PURCHASE ORDER? 110-4115-51350 (Software Licensing/Annual Maintenance) IS THERE SUFFICIENT BUDGET? WHAT IS THE AVAILABLE BUDGET? Yes, as of 8/26/2020 Account#110-4115-51350(Software Licensing/Annual Maintenance) has a balance of $390,277.74(see attached Eden Report) ATTACHMENTS - CONTRACT/AMENDMENT - CERTIFICATES OF INSURANCE (PENDING, REQUESTED (8/25/2020) - EMAIL TO CITY ATTORNEY FOR REVIEW/APPROVAL - EXPENDITURE STATUS REPORT (AVAILABILITY OF FUNDS) 2 DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 CITIBOT, INC MENIFEE, CA SUBSCRIPTION AGREEMENT Effective Date:September 1,2020 Subscriber: The City of Menifee,CA This Agreement,together with any other exhibits(including any schedules or attachments)attached hereto and incorporated herein by reference constitute the entire subscription agreement by and between Citibot and the above-named Subscriber and are hereinafter collectively referred to as the"Subscription Agreement." 1. Definitions. Capitalized terms used but not otherwise defined herein shall include the meanings ascribed thereto in the Terms of Service or Privacy Policy,as applicable. "Service" collectively refers to the Citibot SMS chatbot customer service, live chat, sms (text message) alerts, web chat, workflow management,and data analytics platform,software and/or services made available to Subscriber. Both Parties will collectively decide which features of Citibot that will be included in Menifee Citibot. "Content"collectively refers to any and all information, including any text,graphics,and and/or other materials,submitted to or made available through the Service. Content submitted to the Service by Subscriber or any Authorized User is referred to as"User Content," and all other Content of the Service is referred to as"Citibot Content." "Subscription" refers to the right granted by Citibot to Subscriber to access and use the Service and the Content, subject to the terms and conditions of the Subscription Agreement. "Authorized Use►" refers to each employee of Subscriber, citizens of Menifee, members of the public, agents and/ or contractor of Subscriber authorized to access and use the Service and the Content. 2. Term;Termination. a. Term:Termination. The initial term of the Subscription Agreement shall commence on the Effective Date(as set forth above) and continue in effect for one year with the option to renew at rates as specified in the post installation maintenance,hosting,support, and software as a service section as described below. b.Termination by Mutual Agreement:This Subscription Agreement may be terminated by mutual consent of both parties executed in writing. c. Termination for Lack of Funding or Authority: City, by written notice to Citibot, may terminate the whole or any part of this Subscription Agreement: 1. If funding from federal,state,or other sources is not obtained and continued at levels sufficient to allow for purchase of the services or supplies in the indicated quantities or term. 2. If federal or state laws or rules are modified or interpreted in a way that the services are no longer allowable or appropriate for purchase under this Subscription Agreement or are no longer eligible for the funding proposed for payments authorized by this Subscription Agreement. 3. If any license, permit, or certificate required by law or rule, or by the terms of this Subscription Agreement, is for any reason denied,revoked,suspended,or not renewed. Termination of this Subscription Agreement under this subsection is without prejudice to any obligations or liabilities of either party already accrued prior to termination. d.Termination for Cause: City may terminate this Subscription Agreement effective upon delivery of written notice to Citibot,or on a later date stated in the notice should Citibot default on the terms of this Subscription Agreement or fail to meet service expectations of the City. The rights and remedies of the City in this subsection are not exclusive and are in addition to any other rights and remedies provided by law or under this Subscription Agreement 1 DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 b. Effect of Termination. Upon the termination of the Subscription Agreement,the Subscription and all rights granted to Subscriber and the Authorized User(s) in the Subscription Agreement are immediately revoked, including, without limitation, all rights to use the Service,any portion thereof,and any Citibot Content obtained through the Service. 3. Installation Fee;Subscription Fee;Payment. Subscriber is responsible for payment of the Subscription Fee as described in in this Section. Payment shall be due to Citibot within thirty(30)business days upon receipt of the Invoice. Year 1 1. Upfront development and installation cost should consider the software cost as well as initial configuration and setup costs,initial license costs,training, implementation, and Trello Integration=$2,000. Citibot will invoice Subscriber this fee on the Effective Date of this Subscription Agreement. •Breakdown:This cost considers installation fees as well as all costs associated with training and implementation with the City staff. Free Period: Months 1 through 3 from the Effective Date of this Subscription Agreement Post Installation maintenance,hosting,support and software as a service costs=$FREE-including Citibot Live Chat. o Live Chat: FREE o WebChat: FREE o SMS Push Notifications: FREE Months 4 through 12 from the Effective Date of this Subscription Agreement Post Installation maintenance,hosting,support,and software as a service costs=$1,100/month *9 months=$9,900 in o Live Chat: $95/month*9Months=$855 in Year 1 o WebChat:$425/month *9 Months=$3,825 in Year 1 o SMS Push Notifications: $250/month*9 Months=$2,250 in Year 1 Year 2 Post Installation maintenance,hosting,support,and software as a service costs=$1,200/month=$14,400 in Year 2 o Live Chat: $125/month=$1,500 in Year 2 o WebChat:$450/month=$5,400 in Year 2 o SMS Push Notifications: $290/month=$3480 in Year 2 Year 3 Post Installation maintenance,hosting,support and software as a service costs=$1,300/month=$15,600 in Year 3 o Live Chat: $175/month=$2,100 in Year 3 o WebChat:$475/month=$5,700 in Year 3 o SMS Push Notifications: $275/month$3,300 in Year 3 4. Representation and Warranty. Each party represents and warrants to the other party that it has the full power to enter into the Subscription Agreement and to perform its obligations thereunder. 6. Independent Contractor. Citibot is an Independent Contractor to Subscriber. Thus,none of Citibot's employees shall be deemed employees of Subscriber. 7. Venue/Jurisdiction. This Subscription Agreement is governed by the laws of California with venue in Riverside County,CA. 8. Data: Citibot will store the conversational data generated by its system on behalf of Subscriber in a securitized cloud storage facility and will store the data as long as Subscriber needs and as is regulated by the laws of the State of California. 2 DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 9.Indemnification:Ciitibot shall indemnify,protect,defend(with counsel selected by City),and hold harmless City and any and all of its officers,employees, officials,volunteers,and agents from agents from and against any and all Claims,where the same arise out of,are a consequence of,or are in any way attributable to,in whole or in part,the performance of this Subscription Agreement by Citibot or by any individual or entity for which Citibot is legally liable, including but not limited to officers,agents,employees or subcontractors of Citibot. 10. Insurance Requirements: Before beginning any work under this Subscription Agreement, Citibot, at its own cost and expense, shall procure the types and amounts of insurance checked below and provide Certificates of Insurance, indicating that Citibot has obtained or currently maintains insurance that meets the requirements of this section and which is satisfactory, in all respects,to City. Citibot shall maintain the insurance policies required by this section throughout the term of this Subscription Agreement. Citibot shall not allow any subcontractor,Citibot or other agent to commence work on any subcontract until Citibot has obtained all insurance required herein for the subcontractor(s) and provided evidence thereof to City. Verification of the required insurance shall be submitted and made part of this Subscription Agreement prior to execution.Citibot acknowledges the insurance policy must cover inter-insured suits between City and other Insureds.Workers' Compensation. Citibot shall, at its sole cost and expense, maintain Statutory Workers'Compensation Insurance and Employer's Liability Insurance for any and all persons employed directly or indirectly by Citibot pursuant to the provisions of the California Labor Code. Statutory Workers' Compensation Insurance and Employer's Liability Insurance shall be provided with limits of not less than ONE MILLION DOLLARS($1,000,000.00) per accident, ONE MILLION DOLLARS($1,000,000.00) disease per employee, and ONE MILLION DOLLARS($1,000,000.00) disease per policy. In the alternative,Citibot may rely on a self-insurance program to meet those requirements,but only if the program of self-insurance complies fully with the provisions of the California Labor Code. Determination of whether a self-insurance program meets the standards of the California Labor Code shall be solely in the discretion of the City. The insurer,if insurance is provided,or Citibot,if a program of self-insurance is provided,shall waive all rights of subrogation against City and its officers, officials, employees, and authorized volunteers for loss arising from the Services performed under this Subscription Agreement. a. Commercial General and Automobile Liability Insurance. General requirements. Citibot, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Subscription Agreement in an amount not less than ONE MILLION DOLLARS($1,000,000.00) per occurrence, combined single limit coverage, for risks associated with the Services contemplated by this Subscription Agreement,TWO MILLION DOLLARS($2,000,000.00)general aggregate,and TWO MILLION DOLLARS($2,000,000.00) products/completed operations aggregate. If a Commercial General Liability Insurance or an Automobile Liability Insurance form or other form with a general aggregate limit is used,either the general aggregate limit shall apply separately to the Services to be performed under this Subscription Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from the Services contemplated under this Subscription Agreement, including the use of hired,owned,and non-owned automobiles. Minimum scope of coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 Code 2,8, and 9. No endorsement shall be attached limiting the coverage. Additional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy: The insurance shall cover on an occurrence or an accident basis,and not on a claims-made basis. Any failure of Citibot to comply with reporting provisions of the policy shall not affect coverage provided to City and its officers,employees,agents,and volunteers. 3 DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 b. Professional Liability Insurance. General requirements. Citibot,at its own cost and expense,shall maintain for the period covered by this Subscription Agreement professional liability insurance for licensed professionals performing the Services pursuant to this Subscription Agreement in an amount not less than ONE MILLION DOLLARS($1,000,000) covering the licensed professionals'errors and omissions. Any deductible or self-insured retention shall be shown on the Certificate. If the deductible or self-insured retention exceeds TWENTY-FIVE THOUSAND DOLLARS($25,000), it must be approved by City. Claims-made limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form: The retroactive date of the policy must be shown and must be no later than the commencement of the Services. Insurance must be maintained and evidence of insurance must be provided for at least five(5) years after the expiration or termination of this Subscription Agreement or completion of the Services, so long as commercially available at reasonable rates. If coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the Effective Date of this Subscription Agreement, Citibot must provide extended reporting coverage for a minimum of five(5)years after the expiration or termination of this Subscription Agreement or the completion of the Services.Such continuation coverage may be provided by one of the following: (1)renewal of the existing policy;(2)an extended reporting period endorsement;or(3)replacement insurance with a retroactive date no later than the commencement of the Services under this Subscription Agreement. City shall have the right to exercise,at Citibot's sole cost and expense,any extended reporting provisions of the policy,if Citibot cancels or does not renew the coverage. A copy of the claim reporting requirements must be submitted to City prior to the commencement of the Services under this Subscription Agreement. C. Cyber Liability and Security Insurance. In the event Citibot will host data,or provide for the hosting of data through a third-party entity, Citibot shall secure and maintain Cyber Liability and Security Insurance or equivalent insurance product(s), with minimum liability limits of not less than$1,000,000 per occurrence and$1,000,000 aggregate,that will provide,without cost to the Citibot or City, an immediate response in the event of a data breach, including meeting all notification obligations of Citibot and City and in the event the data breach involves personal information,the insurance policy shall also make available free credit monitoring for any affected individual for a minimum period of one year. Citibot shall defend, indemnify, save and hold harmless, the City, its officers,agents and employees from liability of any nature or kind,including costs and expenses,on account of a data breach arising from Citibot hosting,transmission, or control of data,any and all suits,claims,or damages of any character whatsoever, resulting from injuries or damages sustained by any person or persons or property by virtue of performance of this Subscription Agreement. d. All Policies Requirements. Acceptability of insurers. All insurance required by this Section is to be placed with insurers with a Bests'rating of no less than A:VII and admitted in California. Verification of coverage. Prior to beginning the Services under this Subscription Agreement,Citibot shall furnish City with Certificates of Insurance,additional insured endorsement or policy language granting additional insured status complete certified copies of all policies,including complete certified copies of all endorsements. All copies of policies and certified endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf. The Certificate of Insurance must include the following reference:CITY OF MENIFEE. The name and address for Additional Insured endorsements, Certificates of Insurance and Notice of Cancellation is: City of Menifee, 29844 Haun Road, Menifee, CA 92586. City must be endorsed as an additional insured for liability arising out of ongoing and completed operations by or on behalf of Citibot. 4 DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 Notice of Reduction in or Cancellation of Coverage. Citibot shall provide written notice to City within ten(10)working days if: (1)any of the required insurance policies is terminated; (2)the limits of any of the required polices are reduced;or(3)the deductible or self insured retention is increased. Additional insured; primary insurance. City and its officers, employees, agents, and authorized volunteers shall be covered as additional insureds with respect to each of the following:liability arising out of the Services performed by or on behalf of Citibot, including the insured's general supervision of Citibot; products and completed operations of Citibot, as applicable; premises owned, occupied, or used by Citibot; and automobiles owned, leased, or used by Citibot in the course of providing the Services pursuant to this Subscription Agreement. The coverage shall contain no special limitations on the scope of protection afforded to City or its officers, employees, agents, or authorized volunteers. The insurance provided to City as an additional insured must apply on a primary and non-contributory basis with respect to any insurance or self-insurance program maintained by City. Additional insured status shall continue for one(1)year after the expiration or termination of this Subscription Agreement or completion of the Services. A certified endorsement must be attached to all policies stating that coverage is primary insurance with respect to City and its officers,officials,employees,and volunteers,and that no insurance or self-insurance maintained by City shall be called upon to contribute to a loss under the coverage. Deductibles and Self-insured Retentions. Citibot shall obtain the written approval of City for the self-insured retentions and deductibles before beginning any of the Services. During the term of this Subscription Agreement,only upon the prior express written authorization of the City,Citibot may increase such deductibles or self-insured retentions with respect to City, its officers, employees, agents,and volunteers. The Clty may condition approval of an increase in deductible or self-insured retention levels with a requirement that Citibot procure a bond guaranteeing payment of losses and related investigations,claim administration,and defense expenses that is satisfactory in all respects to each of them. Subcontractors. Citibot shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. Variation. The City may, but is not required to, approve in writing a variation in the foregoing insurance requirements, upon a determination that the coverage,scope,limits,and forms of such insurance are either not commercially available,or that City's interests are otherwise fully protected. e. Remedies. In addition to any other remedies at law or equity City may have if Citibot fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required,City may,at its sole option,exercise any of the following remedies,which are alternatives to other remedies City may have and are not the exclusive remedy for Citibot's breach: a. Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under this Subscription Agreement; a. Order Citibot to stop work under this Subscription Agreement or withhold any payment that becomes due to Citibot hereunder, or both stop work and withhold any payment, until Citibot demonstrates compliance with the requirements hereof;and/or b. Terminate this Subscription Agreement. 11.Cititbot shall comply will all applicable laws and regulations. 5 DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 City of Menifee,CA Citibot,Inc. LDocuSign ed by: Print Name: Print Name:_W.Bratton Riley Title: City Manager Title: CEO 9/1/2020 Date: Date:_August 24,2020 Approved As to Form: ^DocuSigned�bny:I Je re�y�F$�&MR City Attorney Attest: FDocuSigned by: aV'c�, Q, dtiLaun.WaVi S5`raU.90ualnwaring,City Clerk 6 DocuSign Envelope ID:687DB234-1BA5-4BDC-86A2-219272CEA663 From: McKee,Shawna To: Margarita Cornejo Cc: Dall,Heather;Cheryl Kitzerow;Jeffery T. Melching Subject: RE:Agreement Request:Citibot Date: Monday,August 24,2020 9:15:45 AM Attachments: image008.pnng [CAUTION]:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. Good morning, Great additions! I went through to make sure the defined terms were consistent, so you will notice some changes there. I also responded to your comments and added more, as appropriate. From my perspective,the agreement is ready (with one small change needed as noted in a comment)for clean-up and sending back to Citibot. Thanks, Shawna Shawna McKee Rutan &Tucker, LLP 611 Anton Boulevard, 14th Floor Costa Mesa, CA 92626 (714) 338-1801 (direct) smckee rutan.com www.rutan.com RUTAN Privileged And Confidential Communication. This electronic transmission,and any documents attached hereto, (a)are protected by the Electronic Communications Privacy Act(18 USC§§2510-2521), (b) may contain confidential and/or legally privileged information,and (c)are for the sole use of the intended recipient named above. If you have received this electronic message in error, please notify the sender and delete the electronic message.Any disclosure,copying,distribution, or use of the contents of the information received in error is strictly prohibited. From: Margarita Cornejo [mailto:mcornejo@cityofinenifee.us] Sent: Friday,August 21, 2020 5:18 PM To: McKee, Shawna <smckee@rutan.com> Cc: Dall, Heather<HDall@rutan.com>; Cheryl Kitzerow<ckitzerow@cityofinenifee.us>; Melching, Jeffrey<jmelching@rutan.com> Subject: RE: Agreement Request: Citibot Hi Shawna, Thank you so much! DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 expstat.rpt Expenditure Status Report Page: 1 08/26/2020 6:07PM Periods: 0 through 14 City of Menifee 7/1/2020 through 6/30/2021 110 Information Technology Adjusted Year-to-date Year-to-date Prct Account Number Appropriation Expenditures Expenditures Encumbrances Balance Used 110-4110 City Council 110-4110-51350 Software Licensing/Annual Maint. 2,300.00 0.00 0.00 0.00 2,300.00 0.00 110-4110-52039 Mobile Devices 10,870.00 0.00 0.00 0.00 10,870.00 0.00 Total City Council 13,170.00 0.00 0.00 0.00 13,170.00 0.00 110-4111 City Manager 110-4111-51350 Software Licensing/Annual Maint. 3,240.00 0.00 0.00 0.00 3,240.00 0.00 110-4111-52039 Mobile Devices 10,970.00 0.00 0.00 0.00 10,970.00 0.00 Total City Manaqer 14,210.00 0.00 0.00 0.00 14,210.00 0.00 110-4112 City Attorney 110-4112-51350 Software Licensing/Annual Maint. 920.00 0.00 0.00 0.00 920.00 0.00 Total City Attorney 920.00 0.00 0.00 0.00 920.00 0.00 110-4113 City Clerk 110-4113-51350 Software Licensing/Annual Maint. 3,360.00 0.00 0.00 0.00 3,360.00 0.00 110-4113-52039 Mobile Devices 1,340.00 0.00 0.00 0.00 1,340.00 0.00 110-4113-52800 Professional Services 4,000.00 0.00 0.00 0.00 4,000.00 0.00 Total City Clerk 8,700.00 0.00 0.00 0.00 8,700.00 0.00 110-4114 Emergency Operations Services 110-4114-51350 Software Licensing/Annual Maint. 1,620.00 0.00 0.00 0.00 1,620.00 0.00 110-4114-52039 Mobile Devices 12,760.00 0.00 0.00 0.00 12,760.00 0.00 110-4114-52500 Equipment Maint. 11,500.00 0.00 0.00 0.00 11,500.00 0.00 Total Emergency Operations Services 25,880.00 0.00 0.00 0.00 25,880.00 0.00 110-4115 Information Technology 110-4115-50100 Salaries 763,481.00 61,487.93 61,487.93 0.00 701,993.07 8.05 110-4115-50200 Overtime 0.00 1,158.30 1,158.30 0.00 -1,158.30 0.00 110-4115-50220 Part Time 0.00 14,354.02 14,354.02 0.00 -14,354.02 0.00 110-4115-50300 PERS Retirement 110,880.00 4,612.80 4,612.80 0.00 106,267.20 4.16 Page: 1 DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 expstat.rpt Expenditure Status Report Page: 2 08/26/2020 6:07PM Periods: 0 through 14 City of Menifee 7/1/2020 through 6/30/2021 110 Information Technology Adjusted Year-to-date Year-to-date Prct Account Number Appropriation Expenditures Expenditures Encumbrances Balance Used 110-4115-50310 Social Security 1,618.00 519.68 519.68 0.00 1,098.32 32.12 110-4115-50320 Medicare 12,108.00 1,124.74 1,124.74 0.00 10,983.26 9.29 110-4115-50400 Section 125 Benefit Plan 168,000.00 12,663.46 12,663.46 0.00 155,336.54 7.54 110-4115-51350 Software Licensing/Annual Maint. 431,032.00 30,199.09 30,199.09 10,555.17 390,277.74 9.46 110-4115-51352 Computer Software 5,114.00 5,213.00 5,213.00 0.00 -99.00 101.94 110-4115-51500 Small Tools/Field Equipment 10,000.00 104.82 104.82 0.00 9,895.18 1.05 110-4115-51600 Special Dept Exp 6,000.00 0.00 0.00 0.00 6,000.00 0.00 110-4115-52039 Mobile Devices 56,987.00 46.23 46.23 0.00 56,940.77 0.08 110-4115-52200 Membership&Dues 23,850.00 0.00 0.00 0.00 23,850.00 0.00 110-4115-52210 Conference/Mtgs/Mileage 34,000.00 155.39 155.39 0.00 33,844.61 0.46 110-4115-52500 Equipment Maint. 160,000.00 0.00 0.00 0.00 160,000.00 0.00 110-4115-52800 Professional Services 420,884.00 0.00 0.00 24,500.00 396,384.00 5.82 110-4115-53155 Capital Outlays 391,000.00 6,357.62 6,357.62 16,244.16 368,398.22 5.78 110-4115-59010 Operating Transfers Out-Fleet Support 3,974.00 0.00 0.00 0.00 3,974.00 0.00 Total Information Technology 2,598,928.00 137,997.08 137,997.08 51,299.33 2,409,631.59 7.28 110-4220 Finance 110-4220-51350 Software Licensing/Annual Maint. 12,156.00 0.00 0.00 3,816.00 8,340.00 31.39 110-4220-52039 Mobile Devices 1,390.00 0.00 0.00 0.00 1,390.00 0.00 110-4220-52500 Equipment Maint. 5,000.00 0.00 0.00 0.00 5,000.00 0.00 110-4220-52800 Professional Services 1,500.00 0.00 0.00 0.00 1,500.00 0.00 Total Finance 20,046.00 0.00 0.00 3,816.00 16,230.00 19.04 110-4222 Human Resources 110-4222-51350 Software Licensing/Annual Maint. 3,360.00 0.00 0.00 0.00 3,360.00 0.00 110-4222-52039 Mobile Devices 1,390.00 0.00 0.00 0.00 1,390.00 0.00 Total Human Resources 4,750.00 0.00 0.00 0.00 4,750.00 0.00 110-4330 Planning 110-4330-51350 Software Licensing/Annual Maint. 64,036.00 4,250.00 4,250.00 22,896.00 36,890.00 42.39 110-4330-52039 Mobile Devices 6,850.00 0.00 0.00 0.00 6,850.00 0.00 110-4330-52800 Professional Services 2,500.00 0.00 0.00 0.00 2,500.00 0.00 Total Planning 73,386.00 4,250.00 4,250.00 22,896.00 46,240.00 36.99 Page: 2 DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 expstat.rpt Expenditure Status Report Page: 3 08/26/2020 6:07PM Periods: 0 through 14 City of Menifee 7/1/2020 through 6/30/2021 110 Information Technology Adjusted Year-to-date Year-to-date Prct Account Number Appropriation Expenditures Expenditures Encumbrances Balance Used 110-4331 Building&Safety 110-4331-51350 Software Licensing/Annual Maint. 55,104.00 0.00 0.00 32,436.00 22,668.00 58.86 110-4331-52039 Mobile Devices 17,120.00 0.00 0.00 0.00 17,120.00 0.00 110-4331-52800 Professional Services 2,500.00 0.00 0.00 0.00 2,500.00 0.00 Total Building&Safety 74,724.00 0.00 0.00 32,436.00 42,288.00 43.41 110-4332 Code Enforcement 110-4332-51350 Software Licensing/Annual Maint. 30,800.00 311.00 311.00 0.00 30,489.00 1.01 110-4332-52039 Mobile Devices 15,440.00 0.00 0.00 0.00 15,440.00 0.00 Total Code Enforcement 46,240.00 311.00 311.00 0.00 45,929.00 0.67 110-4350 Economic Development 110-4350-51350 Software Licensing/Annual Maint. 3,660.00 0.00 0.00 0.00 3,660.00 0.00 110-4350-52039 Mobile Devices 8,190.00 0.00 0.00 0.00 8,190.00 0.00 110-4350-52500 Equipment Maint. 21,000.00 0.00 0.00 0.00 21,000.00 0.00 Total Economic Development 32,850.00 0.00 0.00 0.00 32,850.00 0.00 110-4446 Fire Marshall 110-4446-51350 Software Licensing/Annual Maint. 19,836.00 0.00 0.00 11,448.00 8,388.00 57.71 110-4446-52039 Mobile Devices 10,920.00 0.00 0.00 0.00 10,920.00 0.00 110-4446-52800 Professional Services 2,500.00 0.00 0.00 0.00 2,500.00 0.00 Total Fire Marshall 33,256.00 0.00 0.00 11,448.00 21,808.00 34.42 110-4550 Public Works Administration 110-4550-51350 Software Licensing/Annual Maint. 13,660.00 0.00 0.00 0.00 13,660.00 0.00 110-4550-52039 Mobile Devices 19,410.00 0.00 0.00 0.00 19,410.00 0.00 110-4550-52800 Professional Services 2,500.00 0.00 0.00 0.00 2,500.00 0.00 Total Public Works Administration 35,570.00 0.00 0.00 0.00 35,570.00 0.00 110-4551 Engineering 110-4551-51350 Software Licensing/Annual Maint. 93,368.00 0.00 0.00 38,160.00 55,208.00 40.87 110-4551-52039 Mobile Devices 5,950.00 0.00 0.00 0.00 5,950.00 0.00 Page: 3 DocuSign Envelope ID:687DB234-1 BA5-4BDC-86A2-219272CEA663 expstat.rpt Expenditure Status Report Page: 4 08/26/2020 6:07PM Periods: 0 through 14 City of Menifee 7/1/2020 through 6/30/2021 110 Information Technology Adjusted Year-to-date Year-to-date Prct Account Number Appropriation Expenditures Expenditures Encumbrances Balance Used 110-4551-52800 Professional Services 2,500.00 0.00 0.00 0.00 2,500.00 0.00 Total Engineerinq 101,818.00 0.00 0.00 38,160.00 63,658.00 37.48 110-4660 Community Services 110-4660-51350 Software Licensing/Annual Maint. 34,428.00 0.00 0.00 1,908.00 32,520.00 5.54 110-4660-52039 Mobile Devices 22,630.00 0.00 0.00 0.00 22,630.00 0.00 110-4660-52500 Equipment Maint. 95,000.00 0.00 0.00 0.00 95,000.00 0.00 110-4660-52800 Professional Services 40,000.00 0.00 0.00 0.00 40,000.00 0.00 110-4660-53155 Capital Outlays 6,000.00 0.00 0.00 4,096.41 1,903.59 68.27 Total Community Services 198,058.00 0.00 0.00 6,004.41 192,053.59 3.03 110-4911 Menifee Police Department 110-4911-51350 Software Licensing/Annual Maint. 20,400.00 0.00 0.00 5,000.00 15,400.00 24.51 110-4911-51500 Small Tools/Field Equipment 10,000.00 0.00 0.00 0.00 10,000.00 0.00 110-4911-52039 Mobile Devices 66,993.00 4,718.76 4,718.76 0.00 62,274.24 7.04 110-4911-52800 Professional Services 102,175.00 0.00 0.00 0.00 102,175.00 0.00 110-4911-53155 Capital Outlays 525,500.00 0.00 0.00 0.00 525,500.00 0.00 Total Menifee Police Department 725,068.00 4,718.76 4,718.76 5,000.00 715,349.24 1.34 Total Information Technoloqv 4,007,574.00 147,276.84 147,276.84 171,059.74 3,689,237.42 7.94 Grand Total 4,007,574.00 147,276.84 147,276.84 171,059.74 3,689,237.42 7.94 Page: 4