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24-061 Omnidata for Data Warehouse
Data Warehouse Page 1 of 9 Professional/Consulting Contracts /Version: April 2024 PROFESSIONAL/CONSULTING SERVICES AGREEMENT 1. PARTIES This Agreement is made by and between the City of Cupertino, a municipal corporation (“City”), and OmniData (“Contractor”), a Corporation for Data Warehouse, and is effective on the last date signed below (“Effective Date”). 2. SERVICES 2.1 Contractor agrees to provide the services and perform the tasks (“Services”) set forth in detail in Scope of Services, attached here and incorporated as Exhibit A. Contractor further agrees to carry out its work in compliance with any applicable local, State, or Federal order regarding COVID-19. 2.2 Contractor’s duties and services under this agreement shall not include preparing or assisting the City with any portion of the City’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City. The City shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. Contractor’s participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. Contractor shall cooperate with the City to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by contractor pursuant to this agreement. 3. TIME OF PERFORMANCE 3.1 This Agreement begins on the Effective Date and ends on August 30, 2026 (“Contract Time”), unless terminated earlier as provided herein. Contractor’s Services shall begin on the effective date and shall be completed by August 30, 2026. The City’s appropriate department head or the City Manager may extend the Contract Time through a written amendment to this Agreement, provided such extension does not include additional contract funds. Extensions requiring additional contract funds are subject to the City’s purchasing policy. 3.2 Schedule of Performance. Contractor must deliver the Services in accordance with the Schedule of Performance, attached and incorporated here Exhibit B. 3.3 Time is of the essence for the performance of all the Services. Contractor must have sufficient time, resources, and qualified staff to deliver the Services on time. Data Warehouse Page 2 of 9 Professional/Consulting Contracts /Version: April 2024 4. COMPENSATION 4.1 Maximum Compensation. City will pay Contractor for satisfactory performance of the Services an amount that will based on actual costs but that will be capped so as not to exceed $166,949.20 (“Contract Price”), based upon the scope of services in Exhibit A and the budget and rates included in Exhibit C, Compensation attached and incorporated here. The maximum compensation includes all expenses and reimbursements and will remain in place even if Contractor’s actual costs exceed the capped amount. No extra work or payment is permitted without prior written approval of City. 4.2 Invoices and Payments. Monthly invoices must state a description of the deliverable completed and the amount due for the preceding month. Within thirty (30) days of completion of Services, Contractor must submit a requisition for final and complete payment of costs and pending claims for City approval. Failure to timely submit a complete and accurate payment requisition relieves City of any further payment or other obligations under the Agreement. 5. INDEPENDENT CONTRACTOR 5.1 Status. Contractor is an independent contractor and not an employee, partner, or joint venture of City. Contractor is solely responsible for the means and methods of performing the Services and for the persons hired to work under this Agreement. Contractor is not entitled to health benefits, worker’s compensation, or other benefits from the City. 5.2 Contractor’s Qualifications. Contractor warrants on behalf of itself and its subcontractors that they have the qualifications and skills to perform the Services in a competent and professional manner and according to the highest standards and best practices in the industry. 5.3 Permits and Licenses. Contractor warrants on behalf of itself and its subcontractors that they are properly licensed, registered, and/or certified to perform the Services as required by law and have procured a City Business License, if required by the Cupertino Municipal Code. 5.4 Subcontractors. Only Contractor’s employees are authorized to work under this Agreement. Prior written approval from City is required for any subcontractor, and the terms and conditions of this Agreement will apply to any approved subcontractor. 5.5 Tools, Materials, and Equipment. Contractor will supply all tools, materials and equipment required to perform the Services under this Agreement. 5.6 Payment of Benefits and Taxes. Contractor is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes. Contractor and any of its employees, agents, and subcontractors shall not have any claim under this Agreement or otherwise against City for seniority, vacation time, vacation pay, sick leave, personal time off, overtime, health insurance, medical care, hospital care, insurance benefits, social security, disability, unemployment, workers compensation or employee benefits of any kind. Contractor shall be solely liable for and obligated to pay directly all applicable taxes, fees, contributions, or charges applicable to Contractor’s business including, but not limited to, federal and state income taxes. City shall have no obligation whatsoever to pay or withhold any taxes or benefits on behalf of Contractor. In the event that Contractor or any employee, agent, or subcontractor of Contractor providing services under this Data Warehouse Page 3 of 9 Professional/Consulting Contracts /Version: April 2024 Agreement is determined by a court of competent jurisdiction, arbitrator, or administrative auth ority, including but not limited to the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Contractor shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Contractor or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City, and actual attorney’s fees incurred by City in connection with the above. 6. PROPRIETARY/CONFIDENTIAL INFORMATION In performing this Agreement, Contractor may have access to private or confidential information owned or controlled by the City, which may contain proprietary or confidential details the disclosure of which to third parties may be damaging to City. Contractor shall hold in confidence all City information provided by City to Contractor and use it only to perform this Agreement. Contractor shall exercise the same standard of care to protect City information as a reasonably prudent contractor would use to protect its own proprietary data. 7. OWNERSHIP OF MATERIALS 7.1 Property Rights. Any interest (including copyright interests) of Contractor in any product, memoranda, study, report, map, plan, drawing, specification, data, record, document, or other information or work, in any medium (collectively, “Work Product”), prepared by Contractor in connection with this Agreement will be the exclusive property of the City upon completion of the work to be performed hereunder or upon termination of this Agreement, to the extent requested by City. In any case, no Work Product shall be shown to any third-party without prior written approval of City. 7.2 Copyright. To the extent permitted by Title 17 of the U.S. Code, all Work Product arising out of this Agreement is considered “works for hire” and all copyrights to the Work Product will be the property of City. Alternatively, Contractor assigns to City all Work Product co pyrights. Contractor may use copies of the Work Product for promotion only with City’s written approval. 7.3 Patents and Licenses. Contractor must pay royalties or license fees required for authorized use of any third party intellectual property, including but not limited to patented, trademarked, or copyrighted intellectual property if incorporated into the Services or Work Product of this Agreement. 7.4 Re-Use of Work Product. Unless prohibited by law and without waiving any rights, City may use or modify the Work Product of Contractor or its sub-contractors prepared or created under this Agreement, to execute or implement any of the following: (a) The original Services for which Contractor was hired; (b) Completion of the original Services by others; (c) Subsequent additions to the original Services; and/or (d) Other City projects. 7.5 Deliverables and Format. Contractor must provide electronic and hard copies of the Work Product, on recycled paper and copied on both sides, except for one single-sided original. Data Warehouse Page 4 of 9 Professional/Consulting Contracts /Version: April 2024 8. RECORDS Contractor must maintain complete and accurate accounting records relating to its performance in accordance with generally accepted accounting principles. The records must include detailed information of Contractor’s performance, benchmarks and deliverables, which must be available to City for review and audit. The records and supporting documents must be kept separate from other records and must be maintained for four (4) years from the date of City’s final payment. Contractor acknowledges that certain documents generated or received by Contractor in connection with the performance of this Agreement, including but not limited to correspondence between Contractor and any third party, are public records under the California Public Records Act, California Government Code section 6250 et seq. Contractor shall comply with all laws regarding the retention of public records and shall make such records available to the City upon request by the City, or in such manner as the City reasonably directs that such records be provided. 9. ASSIGNMENT Contractor shall not assign, sublease, hypothecate, or transfer this Agreement, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of City. Any attempt to do so will be null and void. Any changes related to the financial control or business nature of Contractor as a legal entity is considered an assignment of the Agreement and subject to City approval, which shall not be unreasonably withheld. Control means fifty percent (50%) or more of the voting power of the business entity. 10. PUBLICITY / SIGNS Any publicity generated by Contractor for the project under this Agreement, during the term of this Agreement and for one year thereafter, will reference the City’s contributions in making the project possible. The words “City of Cupertino” will be displayed in all pieces of publicity, including flyers, press releases, posters, brochures, public service announcements, interviews and newspaper articles. No signs may be posted, exhibited or displayed on or about City property, except signage required by law or this Contract, without prior written approval from the City. 11. INDEMNIFICATION 11.1 To the fullest extent allowed by law, and except for losses caused by the sole and active negligence or willful misconduct of City personnel, Contractor shall indemnify, defend and hold harmless City, its City Council, boards and commissions, officers, officials, employees, agents, servants, volunteers, and consultants (“Indemnitees”), through legal counsel acceptable to City, from and against any and all liability, damages, claims, actions, causes of action, demands, charges, losses, costs, and expenses (including attorney fees, legal costs, and expenses related to litigation and dispute resolution proceedings) of every nature, arising directly or indirectly from this Agreement or in any manner relating to any of the following: (a) Breach of contract, obligations, representations, or warranties; (b) Negligent or willful acts or omissions committed during performance of the Services; (c) Personal injury, property damage, or economic loss resulting from the work or performance Data Warehouse Page 5 of 9 Professional/Consulting Contracts /Version: April 2024 of Contractor or its subcontractors or sub-subcontractors; (d) Unauthorized use or disclosure of City’s confidential and proprietary Information; (e) Claim of infringement or violation of a U.S. patent or copyright, trade secret, trademark, or service mark or other proprietary or intellectual property rights of any third party. 11.2 Contractor must pay the costs City incurs in enforcing this provision. Contractor must accept a tender of defense upon receiving notice from City of a third-party claim. At City’s request, Contractor will assist City in the defense of a claim, dispute, or lawsuit arising out of this Agreement. 11.3 Contractor’s duties under this section are not limited to the Contract Price, workers’ compensation payments, or the insurance or bond amounts required in the Agreement. Nothing in the Agreement shall be construed to give rise to an implied right of indemnity in favor of Contractor against City or any Indemnitee. 11.4 Contractor’s payments may be deducted or offset to cover any money the City lost due to a claim or counterclaim arising out of this Agreement, or a purchase order, or other transaction. 11.5 Contractor agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this Section 11 from each and every subcontractor, or any other person or entity involved by, for, with, or on behalf of Contractor in the performance of this Agreement. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. 11.6 This Section 11 shall survive termination of the Agreement. 12. INSURANCE Contractor shall comply with the Insurance Requirements, attached and incorporated here as Exhibit D, and must maintain the insurance for the duration of the Agreement, or longer as required by City. City will not execute the Agreement until City approves receipt of satisfactory certificates of insurance and endorsements evidencing the type, amount, class of operations covered, and the effective and expiration dates of coverage. Failure to comply with this provision may result in City, at its sole discretion and without notice, purchasing insurance for Contractor and deducting the costs from Contractor’s compensation or terminating the Agreement. 13. COMPLIANCE WITH LAWS 13.1 General Laws. Contractor shall comply with all local, state, and federal laws and regulations applicable to this Agreement. Contractor will promptly notify City of changes in the law or other conditions that may affect the Project or Contractor’s ability to perform. Contractor is responsible for verifying the employment authorization of employees performing the Services, as required by the Immigration Reform and Control Act. 13.2 Labor Laws. Contractor shall comply with all labor laws applicable to this Agreement. If the Scope of Services includes a “public works” component, Contractor is required to comply with prevailing wage laws under Labor Code Section 1720 and other labor laws. Data Warehouse Page 6 of 9 Professional/Consulting Contracts /Version: April 2024 13.3 Discrimination Laws. Contractor shall not discriminate on the basis of race, religious creed, color, ancestry, national origin, ethnicity, handicap, disability, marital status, pregnancy, age, sex, gender, sexual orientation, gender identity, Acquired-Immune Deficiency Syndrome (AIDS), or any other protected classification. Contractor shall comply with all anti-discrimination laws, including Government Code Sections 12900 and 11135, and Labor Code Sections 1735, 1777, and 3077.5. Consistent with City policy prohibiting harassment and discrimination, Contractor understands that harassment and discrimination directed toward a job applicant, an employee, a City employee, or any other person, by Contractor or its employees or sub-contractors will not be tolerated. Contractor agrees to provide records and documentation to the City on request necessary to monitor compliance with this provision. 13.4 Conflicts of Interest. Contractor shall comply with all conflict of interest laws applicable to this Agreement and must avoid any conflict of interest. Contractor warrants that no public official, employee, or member of a City board or commission who might have been involved in the making of this Agreement, has or will receive a direct or indirect financial interest in this Agreement, in violation of California Government Code Section 1090 et seq. Contractor may be required to file a conflict of interest form if Contractor makes certain governmental decisions or serves in a staff capacity, as defined in Section 18700 of Title 2 of the California Code of Regulations. Contractor agrees to abide by the City’s rules governing gifts to public officials and employees. 13.5 Remedies. Any violation of Section 13 constitutes a material breach and may result in City suspending payments, requiring reimbursements or terminating this Agreement. City reserves all other rights and remedies available under the law and this Agreement, including the right to seek indemnification under Section 11 of this Agreement. 14. PROJECT COORDINATION City Project Manager. The City assigns Teri Gerhardt as the City’s representative for all purposes under this Agreement, with authority to oversee the progress and performance of the Scope of Services. City reserves the right to substitute another Project manager at any time, and without prior notice to Contractor. Contractor Project Manager. Subject to City approval, Contractor assigns Dan Erasmus as its single Representative for all purposes under this Agreement, with authority to oversee the progress and performance of the Scope of Services. Contractor’s Project manager is responsible for coordinating and scheduling the Services in accordance with the Scope of Services and the Schedule of Performance. Contractor must regularly update the City’s Project Manager about the progress with the work or any delays, as required under the Scope of Services. City written approval is required prior to substituting a new Representative. 15. ABANDONMENT OF PROJECT City may abandon or postpone the Project or parts therefor at any time. Contractor will be compensated for satisfactory Services performed through the date of abandonment, and will be given reasonable time to assemble the work and close out the Services. With City’s pre-approval in writing, the time spent in closing out the Services will be compensated up to a maximum of ten percent (10%) of the total time expended to date in the performance of the Services. Data Warehouse Page 7 of 9 Professional/Consulting Contracts /Version: April 2024 16. TERMINATION City may terminate this Agreement for cause or without cause at any time. Contractor will be paid for satisfactory Services rendered through the date of termination, but final payment will not be made until Contractor closes out the Services and delivers the Work Product. 17. GOVERNING LAW, VENUE, AND DISPUTE RESOLUTION This Agreement is governed by the laws of the State of California. Any lawsuits filed related to this Agreement must be filed with the Superior Court for the County of Santa Clara, State of California. Contractor must comply with the claims filing requirements under the Government Code prior to filing a civil action in court. If a dispute arises, Contractor must continue to provide the Services pending resolution of the dispute. If the Parties elect arbitration, the arbitrator’s award must be supported by law and substantial evidence and include detailed written findings of law and fact. 18. ATTORNEY FEES If City initiates legal action, files a complaint or cross-complaint, or pursues arbitration, appeal, or other proceedings to enforce its rights or a judgment in connection with this Agreement, the prevailing party will be entitled to reasonable attorney fees and costs. 19. THIRD PARTY BENEFICIARIES There are no intended third party beneficiaries of this Agreement. 20. WAIVER Neither acceptance of the Services nor payment thereof shall constitute a waiver of any contract provision. City’s waiver of a breach shall not constitute waiver of another provision or breach. 21. ENTIRE AGREEMENT This Agreement represents the full and complete understanding of every kind or nature between the Parties, and supersedes any other agreement(s) and understanding(s), either oral or written, between the Parties. Any modification of this Agreement will be effective only if in writing and signed by each Party’s authorized representative. No verbal agreement or implied covenant will be valid to amend or abridge this Agreement. If there is any inconsistency between any term, clause, or provision of the main Agreement and any term, clause, or provision of the attachments or exhibits thereto, the terms of the main Agreement shall prevail and be controlling. 22. INSERTED PROVISIONS Each provision and clause required by law for this Agreement is deemed to be included and will be inferred herein. Either party may request an amendment to cure mistaken insertions or omissions of required provisions. The Parties will collaborate to implement this Section, as appropriate. Data Warehouse Page 8 of 9 Professional/Consulting Contracts /Version: April 2024 23. HEADINGS The headings in this Agreement are for convenience only, are not a part of the Agreement and in no way affect, limit, or amplify the terms or provisions of this Agreement. 24. SEVERABILITY/PARTIAL INVALIDITY If any term or provision of this Agreement, or their application to a particular situation, is found by the court to be void, invalid, illegal, or unenforceable, such term or provision shall remain in force and effect to the extent allowed by such ruling. All other terms and provisions of this Agreement or their application to specific situations shall remain in full force and effect. The Parties agree to work in good faith to amend this Agreement to carry out its intent. 25. SURVIVAL All provisions which by their nature must continue after the Agreement expires or is terminated, including the Indemnification, Ownership of Materials/Work Product, Records, Governing Law, and Attorney Fees, shall survive the Agreement and remain in full force and effect. 26. NOTICES All notices, requests and approvals must be sent in writing to the persons below, which will be considered effective on the date of personal delivery or the date confirmed by a reputable overnight delivery service, on the fifth calendar day after deposit in the United States Mail, postage prepaid, registered or certified, or the next business day following electronic submission: To City of Cupertino Office of the City Manager 10300 Torre Ave. Cupertino, CA 95014 Attention: Teri Gerhardt Email: terig@cupertino.org To Contractor: OmniData 2060D East Avenida de Los Arboles, Suite 711 Thousand Oaks, CA 91362 Attention: Dan Erasmus Email: derasmus@omnidata.com 27. EXECUTION The person executing this Agreement on behalf of Contractor represents and warrants that Contractor has full right, power, and authority to enter into and carry out all actions contemplated by this Agreement and that he or she is authorized to execute this Agreement, which constitutes a legally binding obligation of Contractor. This Agreement may be executed in counterparts, each one of which is deemed an original and all of which, taken together, constitute a single binding instrument. Data Warehouse Page 9 of 9 Professional/Consulting Contracts /Version: April 2024 IN WITNESS WHEREOF, the parties have caused the Agreement to be executed. CITY OF CUPERTINO CONTRACTOR A Municipal Corporation By By Name Name Title Title Date Date APPROVED AS TO FORM: CHRISTOPHER D. JENSEN Cupertino City Attorney ATTEST: KIRSTEN SQUARCIA City Clerk Date Dan Erasmus Dan Erasmus Chief Commercial Officer Jun 14, 2024 Christopher D. Jensen Bill Mitchell Bill Mitchell CTO Jun 14, 2024 Jun 14, 2024 v1.01 Statement of Work for Cupertino Modern Data Warehouse – Build and Deploy Presented to: City of Cupertino 5/14/2024 OmniData Point of Contact: City of Cupertino Point of contact: Dan Erasmus Teri Gerhardt Bellevue, WA (425) 375 5956 (408) 777-3311 derasmus@omnidata.com TeriG@cupertino.org Page 2 of 15 OmniData EXHIBIT A This Statement of Work (“SOW”) is entered into and is effective as of signature (the “SOW Effective Date”), by and between OmniData Insights (“OmniData”) and City of Cupertino, (“Customer”). This Statement of Work is entered into based on the Master Services Agreement between OmniData and Customer (the “Agreement”). Capitalized terms not defined in this Statement of Work are as defined in the Agreement. 1. Statement of Need The City of Cupertino and OmniData created a successful partnership during the first phase of the Enterprise Data Warehouse (EDW) project. The first phase was designed to scope out and design the data model for a comprehensive organization wide modern EDW. While this project took place during 2022 the core data and system analysis work, the comprehensive set of source-to-target mappings, and the logical data models that were designed for each source system, remain true. The EDW models provide a consolidated, consistent, and accurate view of data across various department specific systems and functions, that will allow better decision-making and strategic planning. Additionally, a well-structured EDW, coupled with the right technology layer, can enable enhanced data governance and compliance by establishing standardized processes for data management and access. Another important benefit of a modern EDW is that the single source of truth it creates facilitates advanced analytics and predictive AI modeling which can be used to uncover valuable insights and optimize operations. Ultimately, a well-designed EDW serves the cornerstone for any data strategy and can be used to drive efficiency, transparency, and innovation for the City of Cupertino. Microsoft Fabric, launched in November 2023, changed the technology landscape significantly. The lake house architecture that was manually constructed and widely used for analytics environments in 2022, and that was the blueprint for the City of Cupertino EDW, became part of Fabric, which made it much easier to use and manage a modern lake house. Fabric eliminated many of the manual processes and steps needed in both the deployment, build & development, management, and maintenance of the lake house architecture. As part of the ongoing partnership between the City of Cupertino and OmniData, the City would like OmniData to deploy and configure the Microsoft Fabric platform and to build the data models and reporting semantic models to form the core of the EDW. Figure 1: Microsoft Fabric Architecture Page 3 of 15 OmniData 2. Solution Approach Overview: The delivery of the project will be conducted in close cooperation with the technical team from the City of Cupertino. The first component of the project will be focused on the deployment and configuration of the Microsoft Fabric environment. Once the environment is tested and validated, the build process for the prioritized data sources will commence. Following the technical build process, a series of deep dive training sessions will be conducted to upskill the City of Cupertino. The focus of the sessions will be on upskilling the team to be able to provide support for the system while imparting crucial technical skills and knowledge that will enable the team to expand and enhance the solution. Solution Architecture: Microsoft Fabric is a modern cloud-based SaaS platform that enables the integration, transformation, and analysis of data from various sources. The platform combines components, such as Azure Data Factory, Azure Databricks, Azure Synapse Analytics, and Power BI into a seamless and easy to manage, end-to-end analytics solution. The EDW environment for the City of Cupertino will be based on the Microsoft Fabric platform and encompass a lake house architecture to accelerate and streamline the usage of data. Monthly Cost All Environments $263.74 Power BI Licenses @ 10 Seats $99.90 Storage @ 2TB $163.84 Dev/Test $625.33 Microsoft Fabric F8 $625.33 Production $1,250.66 Microsoft Fabric F32 $1,250.66 Grand Total $2,139.73 Figure 3: Estimated Fabric Costs Figure 2: High-Level Fabric Ingestion Page 4 of 15 OmniData EXHIBIT B Solution Approach Detail: The solution approach is designed in 3 workstreams: 1. Infrastructure Deployment (Dev, Test, Prod): 2. Solution Build & Deploy o Data Ingestion o Physical Data Model Design and Build o Data Validation o Fabric Semantic Model Build o Technical User Acceptance Testing 3. Power BI Solution Architecture 4. Technical Training and Upskilling: 1. Infrastructure Deployment (Dev, Test, Prod): In this workstream in the project, a Solution Architect and Data Engineer from OmniData to work with the City of Cupertino team to gain a complete understanding of: • the current Azure infrastructure deployed. • the desired data center for analytics and reporting This will ensure that once deployment of architecture starts, the current configuration and deployed services are understood, new services and the interaction between these and existing services as planned and catered for. Following the environment analysis, the OmniData team will work with the City of Cupertino team to deploy the needed Fabric services and configure a Development, Testing and Production environment. This needs to be done for all environments (Development, UAT and Production) that will be used throughout the lifecycle of the solution. Outcomes: • The outcomes, post this workstream, is a complete understanding of the as-is environment and a logical design of the current-state architecture. • A full understanding of the currently deployed Azure services and all required services that need to be deployed to support the solution architecture. • A fully deployed and configured Fabric Development, UAT and Production environment with DevOps configured to manage Continues Deployment and Continues Integration (CI/CD) between the environments. Page 5 of 15 OmniData 2. Solution Build & Deploy: All Systems o Data Ingestion During the data ingestion process, connections to the identified source systems will be established. Data, as identified in the analysis and logical data modelling process conducted in Phase 1, will then be extracted, and loaded into the Raw layer in the Azure Data Lake. Outcomes: • Upon the completion of this workstream, the data ingestion from source to Raw layer for the systems will be configured. This will allow data to flow seamlessly from the source system to the Azure Data Lake on a regular basis. • All the relevant technical components to ingest the data from the source systems will be configured and tested. o Physical Data Model Design and Build During this process, the logical data model is reviewed and compared with the physically landed data. This is done to ensure that data structure and data modelling decisions made during the Discover and Design phase hold true in comparison to the actual datasets made available during the ingestion process. Adjustments to the logical data model design is done after which the physical data models are built and populated through a data transformation process. The data transformation process will read data from the Raw layer, apply data transformations to shape and restructure the data and write the data to the enriched and ultimately the curated later of the process. This process will be repeated for all systems. Outcomes: • Any potential updates to the data model are understood and designed based on the actual data v the logical data model. • The data transformations for both the data models are created and data is moved through the Raw, Enriched and Curated layers to populate the physical data model. o Fabric Semantic Model Build With the introduction of Microsoft Fabric, several new technical components, features, and processes have been introduced. In this phase, the project team will in collaboration with the team from the City of Cupertino build relevant semantic models for each source system. This will expose the City of Cupertino team to the new technologies and features while the base models are built. Page 6 of 15 OmniData o Data Validation With the physical data models built and populated with data, the team will start a detailed data validation process. Data validation will take into consideration record counts, field values and data types. Outcomes: • Data in the physical data models are validated and balanced across fact and dimension tables to the source system. • Any adjustments to the process are identified and implemented to ensure data validity across the data warehouse. o Technical User Acceptance Testing In this step, the OmniData team works with the technical team from City of Cupertino to establish a set of test cases and to conduct the testing of the new data model. This will ensure balancing of data and ultimately build trust in the data and the end-to-end process. The findings from the first UAT are reviewed and updates to the models are made in preparation for a final UAT of the models. Outcomes: • Technical users are exposed to the data models. • Detailed testing of the data models is conducted to validate the data • The data models are updated with findings from the UAT process. • The data models are signed off and ready for promotion to production. 3. Fabric Architecture In this workstream, a Solution Architect/Fabric Specialist from OmniData will work with the technical team from the City of Cupertino to provide specific upskilling on using Fabric in the context of the new architecture and provide guidance on enhancing and building reporting models based on the ingested data in the lake house. Outcome: At the end of this workstream the Power BI team from the city will understand the optimum way to build and manage models in the context of the new architecture. Page 7 of 15 OmniData 4. Technical Training and Upskilling: In this workstream, the City of Cupertino technical team is taken through a series of 4 x 2-hour technical training sessions that will focus on the following: Session 1: Data ingestion and the core principals of data ingestion in a Fabric architecture. This includes the use of API’s for ingestion. Session 2: Data Modelling for efficient dimensional models Session 3: Data transformations using Spark in Fabric Session 4: Enterprise data assets in Fabric. Outcome: Post the completion of the training and upskilling workstream, the team from the city will have a solid foundation of all the key aspects of building and managing a modern data lake house architecture. Page 8 of 15 OmniData 3. Deliverables As an outcome of the project, we will produce the following pieces of collateral: • The end-to-end Fabric technical architecture for the solution will be deployed for Development, Testing and Production • Data from the identified tables/API’s for all identified sources is ingested and made available in the raw layer. • The physical data models are created and the transformation processes for each table and system is built out to allow for the seamless population of data into the data model. • Technical User Acceptance testing is conducted and signed off. • The base Fabric Semantic Models are created for each system. • The base processes for managing the Fabric environment in an enterprise context are established and the team is introduced to these. 4. Project Timeline TBD Page 9 of 15 OmniData 5. Project Delivery From signed SOW we will schedule the project kickoff within 15 working days. Project Kickoff (30 Minutes) The project is started with the Project Kickoff meeting, attending will be the OmniData Delivery Team, Project Sponsor, IT Resource (Security, data access, application install), Key Stakeholders. Stand-up meetings (15-min 3 x per week) Starting after the project kickoff we will have 2 weekly stand-up meetings to cover the following: • Identify blocking issues. • Status on current tasks • Test management • Delivery of finished tasks Key Project Stakeholders • Teri Gerhardt – TeriG@cupertino.org – Project Owner • Nidhi Mathur - nidhim@cupertino.org – Subject Matter Expert Page 10 of 15 OmniData EXHIBIT C Project Costing Row Labels Total Hours - 1. Cupertino EDW - Build and Deploy 621 1. Fabric Environment Deployment (Dev, Test, Prod) 7 1. Azure Environment Deployment, Configuration and Testing 7 2. Solution Build & Deploy: Accela 28 1. Data Ingestion to Data Lake (SQL Source) 4 2. Physical Data Model Design 2 3. Physical Data Model Build and Population (6 tables) 9 4. Internal Data Validation (Warehouse Level) 5 5. Fabric Semantic Model Build 4 7. User Acceptance Testing 2 8. Solution Handover & Acceptance 2 3. Solution Build & Deploy: ActiveNet 43 1. Data Ingestion to Data Lake (SQL Source) 4 2. Physical Data Model Design 7 3. Physical Data Model Build and Population (16 tables) 11 4. Internal Data Validation (Warehouse Level) 5 5. Fabric Semantic Model Build 7 7. User Acceptance Testing 7 8. Solution Handover & Acceptance 2 4. Solution Build & Deploy: RockSolid 38 1. Data Ingestion to Data Lake (Rest API) 7 2. Physical Data Model Design 4 3. Physical Data Model Build and Population (11 tables) 13 4. Internal Data Validation (Warehouse Level) 4 5. Fabric Semantic Model Build 4 7. User Acceptance Testing 4 8. Solution Handover & Acceptance 2 5. Solution Build & Deploy: Tyler New World 102 1. Data Ingestion to Data Lake (SQL Source) 7 2. Physical Data Model Design 7 3. Physical Data Model Build and Population (65 tables) 54 4. Internal Data Validation (Warehouse Level) 7 5. Fabric Semantic Model Build 11 7. User Acceptance Testing 14 8. Solution Handover & Acceptance 2 6. Solution Build & Deploy: CityWorks 117 1. Data Ingestion to Data Lake (Rest API) 22 2. Physical Data Model Design 7 3. Physical Data Model Build and Population (65 tables) 54 4. Internal Data Validation (Warehouse Level) 7 5. Fabric Semantic Model Build 11 7. User Acceptance Testing 14 8. Solution Handover & Acceptance 2 7. Solution Build & Deploy: Cobblestone 60 1. Data Ingestion to Data Lake (Rest API) 22 2. Physical Data Model Design 4 3. Physical Data Model Build and Population (12 tables) 13 4. Internal Data Validation (Warehouse Level) 7 5. Fabric Semantic Model Build 5 7. User Acceptance Testing 7 8. Solution Handover & Acceptance 2 Page 11 of 15 OmniData 8. Solution Build & Deploy: Geotab 60 1. Data Ingestion to Data Lake (Rest API) 22 2. Physical Data Model Design 4 3. Physical Data Model Build and Population (12 tables) 13 4. Internal Data Validation (Warehouse Level) 7 5. Fabric Semantic Model Build 5 7. User Acceptance Testing 7 8. Solution Handover & Acceptance 2 9. Solution Build & Deploy: ZenDesk 47 1. Data Ingestion to Data Lake (Rest API) 14 2. Physical Data Model Design 4 3. Physical Data Model Build and Population (8 tables) 11 4. Internal Data Validation (Warehouse Level) 4 5. Fabric Semantic Model Build 5 7. User Acceptance Testing 7 8. Solution Handover & Acceptance 2 12. Data Governance Deployment 43 1. Purview Deployment & Configuration 18 2. Purview Configuration for Fabric 18 3. Microsoft Purview Training and Next Steps 7 13. Overall Project - Group 1 58 Data Engineering Lead 7 Fabric Architect 7 Project Management 22 Solution Architecture 22 14. Technical Training and Upskilling 18 Solution Architecture 18 Grand Total 621 Standard Blended Project Rate $260 Blended Project Rate @ 5% Discount $244 Estimated Project Budget $151,772 10% Contingency $15,177.20 TOTAL NOT TO EXCEED $166,949.20 Page 12 of 15 OmniData 6. Change Management Process The project deliverables as indicated in this document constitutes the full and final list of output for the project. Should the scope of this project change or should the client require a change or amendment to this output the change should go through a change request management process and will be billed outside and in addition to this project cost. Should a change be requested to the original approach, deliverables or services included in the scope of the document the following change request process will be followed. Page 13 of 15 OmniData 7. Assumptions & Risks The following assumptions were used to generate the estimates in this proposal. Any material changes in these assumptions could affect the successful delivery of the project and may necessitate the re-evaluation of the estimates and quote contained herein. People and Roles • Committed executive sponsorship and open communication between Customer personnel and OmniData consultants. • Customer personnel critical to the project’s success are available to meet with OmniData as necessary. Customer personnel that will need to be available during the project to fulfill the following roles: o Project Liaison. This person will ensure that the project is moving forward as expected and that Customer resources needed to meet the deliverables are available and to advise of resource changes, time off etc. o Subject Matter Experts (SME). These are experts in either the technical aspects of the data storage/structures/layouts, system access, hardware set up and/or the business rules to apply to the data to achieve the desired information deliverables. o Database Administrator (DBA) for all databases to be used during the project. This person will have a detailed knowledge of the database structure and application requirements and will be available initially to create users to grant access to data. o System Administrator / Network Administrator for all PCs, servers or network considerations for the project. This person may be required to assist with any platform or Operating System issues encountered during the project, including security. o Stakeholders as well as other personal relevant to testing, review and sign off on project deliverables. Logistics • Firewall settings must allow for access from servers and data sources to working environments if applicable. • Security role information must be provided in advance by the customer, i.e. what roles and permissions must be assigned at a user or group level. • In needed, installation of software can typically be performed remotely. If this is not possible OmniData will schedule onsite visits and expense costs will be incurred by OmniData and charged to Customer. • Customer shall provide OmniData consultants with reasonable office space and communication facilities through the course of this project, including internet access for consultant’s laptops and telephone access in work area. • Customer shall provide OmniData consultants with required desktop and network access rights necessary to meet the requirements of this project. This includes ability to access the Internet for retrieving additional technical information and ability to access the OmniData corporate network. • Customer shall provide necessary resources to enable OmniData consultants to work offsite whenever reasonable, at Customer’s sole and absolute discretion. This may include VPN, RDP, etc. and remote access to the Customer’s infrastructure. • Flexibility in work hours to permit reasonable travel scenarios is appreciated. This may result in 9- or 10-hour days onsite and offsite work depending on a mutually agreed upon solution. Page 14 of 15 OmniData • Environments will be fully tested for access, support, and functionality by the Customer. All environmental system components consistent with production deployment will be made available in non-production environments. Any testing which will require resolution based on environmental issues will be the responsibility of the Customer. • Testing with applicable browsers and any VPN and network configurations will be the responsibility of the Customer. Data and Requirements • Customer shall provide the necessary system access, data mapping, reports and applications as required for the engagement. The Customer has all applicable licensing and connectors required (e.g. SAP Connector, Salesforce Connector, etc.) and the connectors are already set up and configured for data connectivity and extraction from source target systems (e.g. SAP R/3 or SAP B/W) and the Customer has knowledgeable, available technical resources who have familiarity with the Customer’s environment, configuration, and connectors. • It is assumed that the data is of a reasonable high quality in terms of referential integrity, internal consistency, cross-referencing and completeness. If this is not the case, and it is expected that OmniData consultants shall help in cleanup and adjustments of the data as part of the project, it can and most probably shall inflate the estimated project hours. Source data will be validated and verified prior to providing to development team. • OmniData is not responsible for the backing up and/or safekeeping of Customer data or program files in the Customer’s environment. Data will be stored on customer systems and backup will be handled by customer backup processes. OmniData makes no warranties or indemnities in this regard. • It is assumed that all documentation regarding global alignment of data and calculation methods for primary measures will be provided by the Customer. • The Customer is responsible for final data validation and end user training, unless otherwise explicitly stated in this SOW. • Unique user issues will be the responsibility of the Customer. • Best effort will be made to meet delivery dates specified. Inability to meet deadline will not be a default of this agreement. • Delivered applications are subject to software limitations and may not appear and function identically to mockups and designs. Requests for customizations shall be scoped and estimates provided by OmniData via the project Change Control process. Page 15 of 15 OmniData 8. Billing and Payment Terms Payment terms are governed by the Master Service Agreement. All billings will be done on a time and materials basis. Exh. D-Insurance Requirements for Design Professionals & Consultant Contracts 1 Form Rev 6.13.24-OmniData Consultant shall procure prior to commencement of Services and maintain for the duration of the contract, at its own cost and expense, the following insurance policies and coverage with companies doing business in California and acceptable to City. INSURANCE POLICIES AND MINIMUMS REQUIRED 1. Commercial General Liability (CGL) for bodily injury, property damage, personal injury liability for premises operations, products and completed operations, contractual liability, and personal and advertising injury with limits no less than $2,000,000 per occurrence (ISO Form CG 00 01). If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO Form CG 25 03 or 25 04) or it shall be twice the required occurrence limit. a. It shall be a requirement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits shall be made available to the Additional Insured and shall be (i) the minimum coverage/limits specified in this agreement; or (ii) the broader coverage and maximum limits of coverage of any insurance policy, whichever is greater. b. Additional Insured coverage under Consultant's policy shall be "primary and non-contributory," will not seek contribution from City’s insurance/self-insurance, and shall be at least as broad as ISO Form CG 20 10 (04/13). c. The limits of insurance required may be satisfied by a combination of primary and umbrella or excess insurance, provided each policy complies with the requirements set forth in this Contract. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary basis for the benefit of City before the City’s own insurance or self- insurance shall be called upon to protect City as a named insured. 2. Automobile Liability: ISO CA 00 01 covering any auto (including owned, hired, and non-owned autos) with limits no less than $1,000,000 per accident for bodily injury and property damage. 3. Workers’ Compensation: As required by the State of California, with Statutory Limits and Employer’s Liability Insurance of no less than $1,000,000 per occurrence for bodily injury or disease. Not required. Consultant has provided written verification of no employees. 4. Professional Liability for professional acts, errors and omissions, as appropriate to Consultant’s profession, with limits no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. If written on a claims made form: a. The Retroactive Date must be shown and must be before the Effective Date of the Contract. b. Insurance must be maintained for at least five (5) years after completion of the Services. c. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the Contract Effective Date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of the Services. 5. Cyber Liability: Insurance, with limits not less than: $2,000,000 each occurrence $2,000,000 aggregate - all other EXHIBIT D Insurance Requirements Design Professionals & Consultants Contracts Exh. D-Insurance Requirements for Design Professionals & Consultant Contracts 2 Form Rev 6.13.24-OmniData Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Software Provider in this Agreement and shall include, but not be limited to, claims involving infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, alteration of electronic information, extortion, and network security. The policy shall provide coverage for breach response costs as well as regulatory fines and penalties as well as credit monitoring expenses with limits sufficient to respond to these obligations. If the Software Provider maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or higher limits maintained by the Software Provider. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. OTHER INSURANCE PROVISIONS The aforementioned insurance shall be endorsed and have all the following conditions and provisions: Additional Insured Status The City of Cupertino, its City Council, officers, officials, employees, agents, servants and volunteers (“Additional Insureds”) are to be covered as additional insureds on Consultant’s CGL and automobile liability policies. General Liability coverage can be provided in the form of an endorsement to Consultant’s insurance (at least as broad as ISO Form CG 20 10 (11/ 85) or both CG 20 10 and CG 20 37 forms, if later editions are used). Primary Coverage Coverage afforded to City/Additional Insureds shall be primary insurance. Any insurance or self-insurance maintained by City, its officers, officials, employees, or volunteers shall be excess of Consultant’s insurance and shall not contribute to it. Notice of Cancellation Each insurance policy shall state that coverage shall not be canceled or allowed to expire, except with written notice to City 30 days in advance or 10 days in advance if due to non-payment of premiums. Waiver of Subrogation Consultant waives any right to subrogation against City/Additional Insureds for recovery of damages to the extent said losses are covered by the insurance policies required herein. Specifically, the Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of City for all work performed by Consultant, its employees, agents and subconsultants. This provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. Deductibles and Self-Insured Retentions Any deductible or self-insured retention must be declared to and approved by the City. At City’s option, either: the insurer must reduce or eliminate the deductible or self-insured retentions as respects the City/Additional Insureds; or Consultant must show proof of ability to pay losses and costs related investigations, claim administration and defense expenses. The policy shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the insured or the City. Acceptability of Insurers Insurers must be licensed to do business in California with an A.M. Best Rating of A-VII, or better. Verification of Coverage Consultant must furnish acceptable insurance certificates and mandatory endorsements (or copies of the policies effecting the coverage required by this Contract), and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements prior to commencement of the Contract. City retains the right to demand verification of compliance at any time during the Contract term. Exh. D-Insurance Requirements for Design Professionals & Consultant Contracts 3 Form Rev 6.13.24-OmniData Subconsultants Consultant shall require and verify that all subconsultants maintain insurance that meet the requirements of this Contract, including naming the City as an additional insured on subconsultant’s insurance policies. Higher Insurance Limits If Consultant maintains broader coverage and/or higher limits than the minimums shown above, City shall be entitled to coverage for the higher insurance limits maintained by Consultant. Adequacy of Coverage City reserves the right to modify these insurance requirements/coverage based on the nature of the risk, prior experience, insurer or other special circumstances, with not less than ninety (90) days prior written notice. UNITED STATES LIABILITY INSURANCE GROUP WAYNE, PENNSYLVANIA This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE FORM BLANKET ADDITIONAL INSURED ENDORSEMENT Section II -Who Is An Insured is amended to include as an additional insured any person( s) or organization( s) for whom you are performing "your work" under a written contract or agreement, that requires such person( s) or organization( s) to be added as an additional insured on your policy. Such person(s) or organization(s) is an additional insured only with respect to liability for "bodily injury", ''property damage" or ''personal and advertising injury'' occurring after the effective date of such contract or agreement that is caused, in whole or in part by: 1)Your acts or omissions; or 2)The acts or omissions of those acting on your behalf; in the performance of ''your work" for the additional insured. Coverage for an additional insured under this endorsement ends when ''your work" for that additional insured ends or is put to its intended use by any person or organization. EXCLUSIONS There is no coverage under this endorsement for loss or expense, including but not limited to the cost of defense for ''bodily injury", ''property damage" or ''personal and advertising injury" occurring: 1)After all of''your work", including materials, parts or equipment furnished in connection with ''your work" and performed under the above referenced written contract( s) or agreement( s) has ended; or 2)When that portion of''your work" out of which the "bodily injury", ''property damage" or ''personal and advertising injury" arises and performed under the above referenced written contract( s) or agreement( s) has been put to its intended use by any person or organization; whichever occurs first. All other terms and conditions of this policy remain unchanged. This endorsement is a part of your policy and takes effect on the effective date of your policy unless another effective date is shown. From OmniData Policy PPP1555695B 05/08/2024 to 05/08/2025 L 712 (02-11) Page 1 of 1 ZNO CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 06/05/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endors ement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER AON RISK SERVICES SOUTH INC 3550 LENOX ROAD NORTHEAST SUITE 1700 ATLANTA GA 30326 CONTACT NAME: Aon Risk Services, Inc of Florida PHONE (A/C, No, Ext): 833-506-1544 FAX (A/C, No): EMAIL ADDRESS: work.comp@trinet.com INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : ACE American Insurance Company 22667 INSURED TriNet Group, Inc. L/C/F OmniData Insights 1 Park Place, Suite 600 Dublin, CA 94568-7983 INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: 15671156 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NA MED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSR SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ POLICY PROJECT LOC PRODUCTS - COMP/OP AGG $ OTHER $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) $ ANY AUTO BODILY INJURY (Per person) $ OWNED AUTOS ONLY SCHEDULED AUTOS BODILY INJURY (Per accident) $ HIRED AUTOS ONLY NON-OWNED AUTOS ONLY PROPERTY DAMAGE (Per accident) $ $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DEC RETENTION $ A WORKERS COMPENSATION Y / N N AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N / A X WLR_C52690602 07/01/2023 07/01/2024 X PER STATUTE OTH- ER E.L. EACH ACCIDENT $ 2,000,000 E.L. DISEASE - EA EMPLOYEE $ 2,000,000 E.L. DISEASE - POLICY LIMIT $ 2,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Workers Compensation coverage is limited to worksite employees of OmniData Insights through a co-employment agreement with TriNet HR III, Inc.. Waiver of subrogation in favor of City of Cupertino, and ITS CITY COUNCIL, OFFICERS, OFFICIALS, EMPLOYEES, AGENTS, SERVANTS, VOLUNTEERS as respects of job performed by OmniData Insights as required by written contract. CERTIFICATE HOLDER CANCELLATION City of Cupertino Office of the City Manager 10300 Torre Ave., Cupertino, CA 95014 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Workers' Compensation and Employers' Liability Policy Named Insured TriNet Group, Inc. L/C/F OmniData Insights 1 Park Place, Suite 600 Dublin, CA 94568-7983 Endorsement Number Policy Number Symbol: WLR Number: C52690602 Policy Period 07/01/2023 TO 07/01/2024 Effective Date of Endorsement 07/01/2023 Issued By (Name of Insurance Company) ACE American Insurance Company Insert the policy number. The remainder of the information is to be completed only when this endorsement is issued subsequent to the preparation of the policy. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. CALIFORNIA WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement applies only to the insurance provided by the policy because California is shown in item 3.A. of the Information Page. We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule, but this waiver applies only with respect to bodily injury arising out of the operations described in the Schedule, where you are required by a written contract to obtain this waiver from us. You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. Schedule 1. ( X ) Specific Waiver Name of person or organization: City of Cupertino, and ITS CITY COUNCIL, OFFICERS, OFFICIALS, EMPLOYEES, AGENTS, SERVANTS, VOLUNTEERS Office of the City Manager 10300 Torre Ave., Cupertino, CA 95014 ( ) Blanket Waiver Any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver. 2. Operations: 3. Premium: The premium charge for this endorsement shall be INCLUDED percent of the California premium developed on payroll in connection with work performed for the above person(s) or organization(s) arising out of the operations described. 4. Minimum Premium: INCLUDED ___________________________________ Authorized Representative WC 90 03 75 (05/18) Data Warehouse Final Audit Report 2024-06-14 Created:2024-06-14 By:Webmaster Admin (webmaster@cupertino.org) Status:Signed Transaction ID:CBJCHBCAABAAwF0Pe-Ttj3tWBJfrHptgcHIh_LUJwEpU "Data Warehouse" History Document created by Webmaster Admin (webmaster@cupertino.org) 2024-06-14 - 0:34:31 AM GMT- IP address: 35.229.54.2 Document emailed to Marilyn Pavlov (marilynp@cupertino.org) for approval 2024-06-14 - 0:37:32 AM GMT Email viewed by Marilyn Pavlov (marilynp@cupertino.org) 2024-06-14 - 0:37:49 AM GMT- IP address: 64.165.34.3 Document approved by Marilyn Pavlov (marilynp@cupertino.org) Approval Date: 2024-06-14 - 0:41:20 AM GMT - Time Source: server- IP address: 64.165.34.3 Document emailed to Araceli Alejandre (aracelia@cupertino.org) for approval 2024-06-14 - 0:41:21 AM GMT Document approved by Araceli Alejandre (aracelia@cupertino.org) Approval Date: 2024-06-14 - 2:30:41 PM GMT - Time Source: server- IP address: 71.204.144.228 Document emailed to Dan Erasmus (derasmus@omnidata.com) for signature 2024-06-14 - 2:30:43 PM GMT Email viewed by Dan Erasmus (derasmus@omnidata.com) 2024-06-14 - 2:39:31 PM GMT- IP address: 73.59.11.237 Document e-signed by Dan Erasmus (derasmus@omnidata.com) Signature Date: 2024-06-14 - 2:40:22 PM GMT - Time Source: server- IP address: 73.59.11.237 Document emailed to Christopher Jensen (christopherj@cupertino.org) for signature 2024-06-14 - 2:40:24 PM GMT Email viewed by Christopher Jensen (christopherj@cupertino.org) 2024-06-14 - 3:47:06 PM GMT- IP address: 104.47.73.126 Signer Christopher Jensen (christopherj@cupertino.org) entered name at signing as Christopher D. Jensen 2024-06-14 - 3:47:24 PM GMT- IP address: 64.165.34.3 Document e-signed by Christopher D. Jensen (christopherj@cupertino.org) Signature Date: 2024-06-14 - 3:47:26 PM GMT - Time Source: server- IP address: 64.165.34.3 Document emailed to Bill Mitchell (billm@cupertino.org) for signature 2024-06-14 - 3:47:28 PM GMT Email viewed by Bill Mitchell (billm@cupertino.org) 2024-06-14 - 6:35:48 PM GMT- IP address: 104.47.73.254 Document e-signed by Bill Mitchell (billm@cupertino.org) Signature Date: 2024-06-14 - 6:37:17 PM GMT - Time Source: server- IP address: 73.63.177.127 Document emailed to Kirsten Squarcia (kirstens@cupertino.org) for signature 2024-06-14 - 6:37:19 PM GMT Email viewed by Kirsten Squarcia (kirstens@cupertino.org) 2024-06-14 - 7:06:56 PM GMT- IP address: 104.47.73.126 Document e-signed by Kirsten Squarcia (kirstens@cupertino.org) Signature Date: 2024-06-14 - 7:07:07 PM GMT - Time Source: server- IP address: 162.245.20.145 Agreement completed. 2024-06-14 - 7:07:07 PM GMT