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Granicus, LLCCommercial – In Confidence Empowering Modern Digital Government Transform your website, forms, and digital customer experience, without any custom code. Vanessa Melgarejo Account Executive 971.344.2888 Vanessa.Melgarejo@granicus.com Granicus 1999 Broadway, Suite 3600 Denver, CO 80202 www.granicus.com Date: April 25, 2025 La Quinta, CA Website Design and Maintenance Services The City of LaQuinta, CA Website Design and Maintenance Services Table of Contents granicus.com | info@granicus.com 2 Table of Contents Table of Contents ..................................................................................................................... 2 1. Cover Letter .......................................................................................................................... 3 3. Complete Pricing List ........................................................................................................... 4 Solution Descriptions ............................................................................................................. 4 Future Year Pricing ................................................................................................................ 5 4. List of Complementary Services ........................................................................................ 6 Digital Forms and Workflow .................................................................................................. 6 OpenForms Key Features and Functionality ......................................................................10 5. Staffing and Project Organization..................................................................................... 11 Key Personnel .......................................................................................................................11 6. Subcontracting Services ................................................................................................... 13 7. Disclosures .......................................................................................................................... 13 8. Acknowledgment of Insurance Requirements ................................................................ 14 9. Non-Collusion Affidavit ..................................................................................................... 16 10. Acknowledgment of Addenda. ..................................................................................... 18 The City of LaQuinta, CA Website Design and Maintenance Services 1. Cover Letter granicus.com | info@granicus.com 3 1. Cover Letter Dear Selection Committee Members, Thank you for the opportunity to submit a proposal. Based on our conversations, it sounds like you’re happy with the web hosting services we currently provide you with and the website design we’ve built, and you wish to continue without changes. You’ll find the renewal quote attached as well as some details about our optional offerings for improvements should you wish to enhance your online services or improve the way you connect with your residents in the future. All information and pricing included is valid for 90 days from the submission date. Any individual who performs work for the City on behalf of Granicus is free of any conflict of interest. We see tremendous potential for your long-term digital presence and welcome the opportunity to continue to help you achieve it over the course of our partnership. Firms Background, Qualifications, and Experience (a) Granicus has been in business since our founding in 1999. (b) Our FEIN is 41-1941088 (c) We will provide the resume for the Project Manager if awarded the RFP (as we cannot dedicate resources to a project before an agreement is in place) (d) Granicus is privately-owned and is classified as an LLC-P (Partnership). We were incorporated in the state of Minnesota. (e) The firm is not a subsidiary. Respectfully submitted, Vanessa Melgarejo Account Executive 971.344.2888 Vanessa.Melgarejo@granicus.com The City of LaQuinta, CA Website Design and Maintenance Services 3. Complete Pricing List granicus.com | info@granicus.com 4 3. Complete Pricing List Solution Descriptions Solution Description Government Experience Cloud (SERVE) Purpose built software-as-a-service (SaaS) solution that helps government transform the resident experience to better connect, engage and serve constituents by increasing workflow efficiencies and maximizing existing technology investments such as integrations into traditional back office enterprise solutions. The SERVE edition is an outcome focused solution that reduces cost by prioritizing moving expensive interactions with government – calls, in-person visits, and downloadable PDFs to easy-to-use self-service interactions backed by data. OpenForms Teams License A digital forms builder specifically designed for Government. Government services can be complicated, but the experience for the residents accessing them shouldn't have to be. It comes with capabilities that will help convert complex, multi- page forms and processes into simple, step-by-step online forms that adjust based on customer responses. The Teams License enables powerful form building for up to 5 users and 50 published forms. Key features include: •Drag and drop form builder•Display logic and calculations•Payments•Insights dashboard•Form analytics•Support team access•Save responses•Unlimited responses•Data connections and API access•Up to: 10GB file uploads, 1, 000 web API callsper hour The City of LaQuinta, CA Website Design and Maintenance Services 3. Complete Pricing List granicus.com | info@granicus.com 5 Existing Subscription Fees Which We’ll Continue Solution Billing Frequency Quantity/ Unit Annual Fee Government Experience Cloud (SERVE) Annual 1 25,140.77 SUBTOTAL: 25,140.77 Optional Add-on Solutions Solution Billing Frequency Quantity/ Unit Price OpenForms Teams License Annual 1 4,925.70 SUBTOTAL: 4,925.70 Future Year Pricing Solution Year 2 Year 3 Year 4 Year 5 Government Experience Cloud (SERVE) 26,900.63 28,783.67 30,798.52 32,954.42 SUBTOTAL: 26,900.63 28,783.67 30,798.52 32,954.42 Optional Add-on Solutions Solution Year 2 Year 3 Year 4 Year 5 OpenForms Teams License 5,270.49 5,639.43 6,034.19 6,456.59 SUBTOTAL: 5,270.49 5,639.43 6,034.19 6,456.59 The City of LaQuinta, CA Website Design and Maintenance Services 4. List of Complementary Services granicus.com | info@granicus.com 6 4. List of Complementary Services Digital Forms and Workflow Transform your static PDFs and offline forms into frictionless digital services anyone can use without custom development. Digitize Almost any Form or Process Give your residents the ability to… • Pay a ticket. • Register a pet. • Reserve a venue. • Report a problem. Whether it be permitting and application forms, reporting and request forms, or booking and payment processing forms, OpenForms helps you transform PDFs, backend CRM requests, and over-the-counter interactions into beautiful digital services anyone can use. And within your organization, OpenForms can help staff become more efficient by digitizing internal checklists, paperwork, and processes. Integrated with your intranet, staff details can be pre-filled to simplify form completion. Easy to Use, for both Residents and Staff Government services can be complicated, but the experience for the residents accessing them should not be. OpenForms is perfect for the business of government, helping you convert multi-page paper forms and complex processes into intuitive online forms that flow based on customer responses. No need to wait for a developer. Using a drag-and-drop interface, non-technical subject matter experts can create and publish highly functional online forms within minutes and sophisticated digital services within hours. Accessible By default, all forms are WCAG 2.1 AA / ADA Accessibility compliant, ensuring everyone in your community can be served online. Digitize Almost any Form or Process The City of LaQuinta, CA Website Design and Maintenance Services 4. List of Complementary Services granicus.com | info@granicus.com 7 Works on All Devices Your forms will work perfectly on all popular mobile devices, supporting touch gestures, GPS, and mobile cameras. Multilingual Publish forms in any language – including the ability to control microcopy (buttons and prompts). Save and Continue Allow customers to save their progress and complete a form later, even on a different device. Digitize Payment Processes Make it easy for residents to book and pay for anything online. From facilities to permits, infringements, fees, and more – OpenForms not only delivers easy online payments with integration into popular payment providers, but it can also dynamically calculate prices based on the information residents enter in the form. Payment Gateways Process payments securely with support for the most popular local government payment gateways. Calculations Use answers within your form to calculate and adjust payments on the fly, or track data for numerical fields. Receipts Generate a unique receipt number to reconcile payments with financial systems, so customers can track their requests. HTTPS/SSL Secure All customer details and payment details are protected with the highest levels of SSL encryption and security. Integrate with Internal Systems Update your CRM. Capture records in your DMS. Prefill forms based on customer details. Populate form pricing from third-party databases. Pull the status of a customer request from internal systems. By connecting OpenForms with your systems, you can save time for both residents and City staff. No more manual re-keying of data into internal systems for City staff and faster form completion for residents. Digitize Payment Processes The City of LaQuinta, CA Website Design and Maintenance Services 4. List of Complementary Services granicus.com | info@granicus.com 8 Submission APIs Boost efficiency by submitting data directly into internal systems when a customer submits a completed form using OpenForms APIs. Mid-Form Web Hooks Validate or retrieve information while users are completing a form (e.g., auto-complete addresses, look up a payment notice). Inherit Data Pre-fill your embedded forms using data from the pages they are in (for example, auto-fill an event name for event booking forms). Google Integrations Autocomplete an address field as the user is typing or allow users to simply select an address via Google Maps. Measure and Improve with Data Insights Measure the uptake and impact of your digital services, identify, and analyze bottlenecks, discover actionable insights, and drive continuous improvement. The OpenForms Insights dashboard extends the power of our forms publishing engine with the usage insights your team needs to accelerate your digital transformation. Measure What Matters Visualize your digital transformation outcomes with statistics for customer self-serve, payments, customer service time/cost savings, and more. Identify Bottlenecks Dive deeper with form, section, and even question-level insights around completion rates, errors, and abandonment points. Filter by Department Filter reports by organization-wide or department/team, overlaid by a time period, to assess digital uptake over time and by function. Iterate and Track Track form changes and assess improvements to completion rates based on those changes, via cohort analysis. OpenForms Insights The City of LaQuinta, CA Website Design and Maintenance Services 4. List of Complementary Services granicus.com | info@granicus.com 9 Submission Workflow Extend the power, versatility, and ease of use of OpenForms to the backend processing of inbound customer requests. The OpenForms submission workflow allows you to configure steps and business rules for what needs to happen to process and respond to a customer request, application, or inquiry. OpenForms will then route the request across departments and staff, as they quickly review, act, and make decisions. Save time and money and serve better with a beautiful, easy-to-use workflow solution. Workflow Builder A drag-and-drop interface allows you to map out all the steps and decision points for just about any workflow. Notify and Take Action Automatically notify and remind reviewers that they need to progress a response to the next stage. Review Center Help reviewers keep on top of everything that needs their attention with easy search, filtering, and actions. Close Comms Loop Automatically notify customers at key stages of the workflow process to keep them informed. Enterprise Ready Built for teamwork. OpenForms enables you to decentralize forms publishing to more people, apply user-level permissions for security, create reusable fields for consistency, securely test forms for quality, and retain form history for record keeping. And it’s all validated for Accessibility ADA compliance, hosted onshore in compliance with Data Sovereignty, and maintained to the highest level of data security standards. OpenForms Workflow Builder OpenForms Review The City of LaQuinta, CA Website Design and Maintenance Services 4. List of Complementary Services granicus.com | info@granicus.com 10 OpenForms Capabilities Users and Permissions Streamline publishing across your organization by controlling which users can view, create, or manage your organization’s forms and submissions. Form Versioning & Archiving (Enterprise) Draft changes to forms, schedule future publishing dates, and revert to older versions. Form Testing Securely share and test your forms, transactions, and web services before publishing. Reusable Lists Create ready- made lists of answers to auto- complete text fields as a user type, or to auto- generate radio- button, checkbox & dropdowns. Reusable Field Sets Accelerate form creation with reusable field sets for common sets of questions (e.g., create a 'Customer Details' set which includes Name, Address, Phone, Email). Form Scheduling Set a future date and time to publish draft forms and choose when forms should be removed, archived, and retained for record-keeping purposes. Workspaces (Enterprise) Organize your forms into categories that reflect how your organization works, so everything your authors need is easy to find and in one place. Printable forms Build and manage all your forms in one place, and generate beautiful, print- ready PDF versions with your branded header and footer. OpenForms Key Features and Functionality • Conditional Logic - Show or hide fields and sections based on user responses • Reusable Lists - Create pre-defined answer master lists, usable across forms • Inherit Data - Auto-complete fields using data from the page they are in • Form Sections - Create multi-section forms for longer requests • Repeatable Groups of Fields - Group fields together automatically to create repetitions and collect multiple answer sets to the same question • Google Maps - Allow customers to share their location on a map • Custom Themes - Personalize the look and feel of your forms • Email Notifications - Get notified when forms are submitted • Stop Logic - Prevent users from submitting requests under certain conditions • Accessible - All forms are WCAG AA 2.1 Accessibility compliant • Calculations - Use answers to calculate price points • Payments - Securely process payments via a variety of gateways • Hidden Fields - Streamline submissions with hidden, auto-populated fields Enterprise Enterprise The City of LaQuinta, CA Website Design and Maintenance Services 5. Staffing and Project Organization granicus.com | info@granicus.com 11 • Field Sets - Create reusable field sets across forms (i.e., customer details) • Saved Reminders - Manage and send reminders for uncompleted submissions • User Permissions - Control who can view, create, and manage forms • Data Connections - Validate and receive data from your CRM and other systems • Form Scheduling (Enterprise) - Schedule future form publishing and update dates • End-Form Data Connections - Send form responses to your internal systems • Printable Forms - Convert online forms into print-ready PDFs • Insights Dashboard - Get useful and actionable insights to improve your forms • Test Forms - Share forms in test mode to get feedback • Answer Piping - Use responses to personalize subsequent form sections • Receipts - Generate form submission receipts to help users track their request • Multilingual - Publish forms in a variety of languages • Save and Continue - Allow customers to save and complete their responses later • Personalization - Personalize confirmation emails based on user answers • Digital Signatures - Allow users to add signatures to form submissions • Explainers - Add explainer text, images, and videos to your forms • HTTPS/SSL - Provide extra security with all forms delivered over SSL • Response Management - Control form submission responses • Email Reports - Keep stakeholders informed with weekly performance reports • Workspaces (Enterprise) - Organize forms and users into secure collections • Versioning (Enterprise) - Improve records via version history for every form • Workflows (Enterprise) - Create workflows to manage customer requests • Office Use Only Fields for Workflow (Enterprise) - Enable staff to add data to responses as they action them • Microsoft Azure AD Connector (Enterprise) - Add-On Service - Connect OpenForms to your organization’s Microsoft Azure Active Directory 5. Staffing and Project Organization Key Personnel Project Team We will maintain the current team that is supporting your website, and add members to the team as necessary should you opt to purchase the proposed complementary services. We have included descriptions of the roles assigned to an account below along with an org chart for your reference. Team Roles Role Description Director, Implementation Services • Has responsibility for the successful completion of the Project • Acts as a member of the Project Steering Committee • Acts as a point of escalation for project-related issues The City of LaQuinta, CA Website Design and Maintenance Services 5. Staffing and Project Organization granicus.com | info@granicus.com 12 • Provides adequate business resources for project work activities • Reports status and issues to VP, ES Project Manager • Serves as client point-of-contact • Coordinates resources and activities between client and cross- functional teams • Establish project timelines and dependencies Implementation Project Manager • Module subject matter experts • Has module-related decision-making authority • Oversees the execution of respective module implementations • Facilitates module-specific communications with the City of La Quinta management teams and Granicus project teams • Leads in module activities and deliverables • Leads on module timelines, milestones to ensure team aligns to deliver project Implementation Consultant • Leads technology setup and configuration process and effort • Assists in defining best use of module technology as it applies to use case(s) • Provides training as it applies to use of product modules UI/UX Designers • Leads on creation of digital templates and deliverables in support of defined use-case Customer Success Coordinator or Customer Advocate • Schedules meetings with your team at designated intervals to check in on the progress being made towards achieving your digital transformation goals • Ensures utilization of the platform to your utmost benefit • Help you think creatively and strategically about the best ways to use the platform • Offers suggestions for areas to improve your systems • Ensures that you are aware of recent feature releases that are included in your subscription and upcoming roadmap items The City of LaQuinta, CA Website Design and Maintenance Services 6. Subcontracting Services granicus.com | info@granicus.com 13 Org Chart In the interest of complying with the page requirements we have not included detailed information on the personnel and teams that would continue supporting the project. 6. Subcontracting Services This is not applicable as we have no plans to subcontract any portion of the business if we are awarded the contract. 7. Disclosures Granicus, LLC hereby affirms that there has been no alleged significant prior or ongoing agreement failure, nor any civil or criminal litigation or investigation pending, involving Granicus, LLC. Furthermore, Granicus, LLC has not been judged guilty or liable in any such matters within the last five (5) years. There is no negative history to disclose. The City of LaQuinta, CA Website Design and Maintenance Services 8. Acknowledgment of Insurance Requirements granicus.com | info@granicus.com 14 8. Acknowledgment of Insurance Requirements We have included the completed Acknowledgment of Insurance Requirements form on the following page. ATTACHMENT 2 INSURANCE REQUIREMENTS ACKNOWLEDGEMENT Must be executed by proposer and submitted with the proposal I, ________________________________________ (name) hereby acknowledge and confirm that __________________________________ (name of company) has reviewed the City’s indemnification and minimum insurance requirements as listed in Exhibits E and F of the City’s Agreement for Contract Services (Attachment 1); and declare that insurance certificates and endorsements verifying compliance will be provided if an agreement is awarded. I am _________________________________ of ______________________________, (Title) (Company) ✔Commercial General Liability (at least as broad as ISO CG 0001) $1,000,000 (per occurrence); $2,000,000 (general aggregate) Must include the following endorsements: ✔ General Liability Additional Insured ✔ General Liability Primary and Noncontributory ✔Commercial Auto Liability (at least as broad as ISO CA 0001) $1,000,000 (per accident) Personal Auto Declaration Page (if applicable) ✔Cyber Liability $1,000,000 (per occurrence) $2,000,000 (general aggregate) ✔Worker’s Compensation (per statutory requirements) Must include the following endorsement: ✔ Worker’s Compensation Waiver of Subrogation Worker’s Compensation Declaration of Sole Proprietor (if applicable) Page 9 of 11 Kimberly Rosenberger Granicus, LLC Contracts Manager Granicus, LLC Docusign Envelope ID: C171E6D6-AC55-415D-9FE8-3C6CE2416840 The City of LaQuinta, CA Website Design and Maintenance Services 9. Non-Collusion Affidavit granicus.com | info@granicus.com 16 9. Non-Collusion Affidavit We have included our completed Non-Collusion Affidavit form on the following page. Page 10 of 11 ATTACHMENT 3 NON-COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal I, ________________________________________ (name) hereby declare as follows: I am _________________________________ of ______________________________, (Title) (Company) the party making the foregoing proposal, that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from proposing; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any other proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the agreement of anyone interested in the proposed agreement; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative hereto, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof to effectuate a collusive or sham proposal. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Proposer Signature: __________________________________________________ Proposer Name: __________________________________________________ Proposer Title: __________________________________________________ Company Name: __________________________________________________ Address: __________________________________________________ Kimberly Rosenberger Contracts Manager Granicus, LLC Kimberly Rosenberger Contracts Manager Granicus, LLC 1152 15th Street NW, Suite 800, Washington, DC 20005 Docusign Envelope ID: C171E6D6-AC55-415D-9FE8-3C6CE2416840 The City of LaQuinta, CA Website Design and Maintenance Services 10. Acknowledgment of Addenda. granicus.com | info@granicus.com 18 10. Acknowledgment of Addenda. We have included our completed Acknowledgment of Addenda form on the following page. Page 11 of 11 ATTACHMENT 4 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDA Must be executed by proposer and submitted with the proposal; If no addenda has been issued, mark “N/A” under Addendum No. indicating Not Applicable and sign ADDENDUM NO. SIGNATURE INDICATING RECEIPT N/A Docusign Envelope ID: C171E6D6-AC55-415D-9FE8-3C6CE2416840