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HomeMy WebLinkAboutStaff Report 2505-4618CITY OF PALO ALTO CITY COUNCIL Monday, June 09, 2025 Council Chambers & Hybrid 5:30 PM     Agenda Item     12.Approval of Contract Amendment Number 1 to Contract Number C24193066 with Origami Risk in the Amount of $3,163 for API Integration Resulting in a New Not-to- Exceed Amount of $209,473 for claims processing services. CEQA Status – Not a Project. City Council Staff Report From: City Attorney Report Type: CONSENT CALENDAR Lead Department: City Attorney Meeting Date: June 9, 2025 Report #:2505-4618 TITLE Approval of Contract Amendment Number 1 to Contract Number C24193066 with Origami Risk in the Amount of $3,163 for API Integration Resulting in a New Not-to-Exceed Amount of $209,473 for claims processing services. CEQA Status – Not a Project. RECOMMENDATION Staff recommends that City Council approve and authorize the City Manager or designee to execute Amendment No. 1 to Contract Number C24193066 with Origami Risk (Attachment A), to provide claims processing services for a term of 3 years, to increase the contract by $3,163 for a revised total contract not-to-exceed amount of $209,473. BACKGROUND The City Attorney's Office is responsible for processing and investigating all claims and handling litigation brought against or by the City. After assessing the Office's needs through interviews of key personnel, the City Attorney’s Office conferred with surrounding jurisdictions, researched the market and various systems online, and received demonstrations of system capabilities from several potential vendors and settled on Origami Risk as the replacement system to Cycom Data Systems. Origami Risk (“Origami”) connects data, automates workflows, provides access to analytics and insights, and improves collaboration and communication. Origami is a privately held company led and wholly owned by an experienced management team. Council approved the Origami contract in the amount of $206,310 on December 16, 20241. While building out the system, it was discovered that having the capability for claims to upload into the Origami system in real time would be the most efficient and show the most accurate data for reporting and investigating purposes. This amendment will add $3,163 to the Origami Risk contract for the added functionality of API Access which will allow claims against the City to automatically update into the Origami Risk 1 City Council ,December 16, 2024, Agenda Item 17, Staff Report 2411-3837 https://cityofpaloalto.primegov.com/Portal/viewer?id=0&type=7&uid=fa1f2b20-bd3c-4af2-90c4-6011425999bf system. This amendment will continue the existing term of the contract which expires December 16, 2027. FISCAL/RESOURCE IMPACT STAKEHOLDER ENGAGEMENT ENVIRONMENTAL REVIEW ATTACHMENTS APPROVED BY: CONFIDENTIAL ORDER FORM #20250404 CONTACT INFORMATION Client: City of Palo Alto Bill To Contact: Address: 250 Hamilton Ave. Palo Alto, California 94301 Bill To Email: tricia.hoover@cityofpaloalto.org Primary Contact: Tricia Hoover Is purchase order (PO) required? Primary Contact Email: tricia.hoover@cityofpaloalto.org Upon entering into this Order Form, please send any Pos, vendor registration links or tax exemption certificates to finance@origamirisk.com SUBSCRIPTION DETAILS Effective Date: 2025-04-04 End Date: 2027-12-16 RECURRING SUBSCRIPTIONS – LICENSES Subscription Quantity / Functionality Purchased Added Origami API Access Up to 5,000 call(s) per day Subscription added Current Period Total: $5,175.00 Subscription added Annual Total: $6,900.00 RECURRING SUBSCRIPTIONS – DATA PROCESSING Subscription Quantity / Functionality Removed OpenForms Import or Export Functionality Removed Subscription removed Current Period Total: ($4,312.50) Subscription removed Annual Total: ($5,750.00) Total Current Period Fees: $862.50 Total Annual Fees: $1,150.00 BILLING DETAILS AND ADDITIONAL TERMS This Order Form is effective as of the Effective Date (as identified above) for the purchase of the subscription services listed above from Origami Risk LLC (“Origami”). This Order Form is subject to all the terms and conditions of the underlying agreement between Client and Origami (the “Agreement”). To the extent the Agreement does not contemplate order forms, this Order Form will be deemed a Statement of Work for purposes of the Agreement. This Order Form will be deemed a part of the Agreement. Fees for the current year of recurring subscription fees and all one-time fees under this Order Form will be invoiced and due upon execution of this Order Form. Fees for ongoing contract years are due annually upfront on each anniversary date thereafter. All fees are subject to applicable sales tax, which will appear separately on each invoice. All travel costs and expenses will be pre-approved by Client in writing and billed to Client as incurred. Service descriptions and service-specific terms and conditions are set forth at origamirisk.com/servicedescriptions, which are hereby incorporated by reference in the form available at such link as of the Effective Date. Additional professional services may be set forth in other Statements of Work as agreed between the parties. CONFIDENTIAL ORDER FORM APPROVAL The undersigned agree to this Order Form. ORIGAMI RISK LLC CITY OF PALO ALTO By: __________________________________ By: __________________________________ Name: Earnest Bentley Name: _______________________________ (Print Name) (Print Name) Title: President, Risk Solutions Date: April 3, 2025 Title: _________________________________ Date: ________________________________ Page i STATEMENT OF WORK #20250404 This Statement of Work (“SOW”) describes services to be performed by Origami Risk LLC (“Origami”) for City of Palo Alto (“Client”). This SOW is subject to all the terms and conditions of the underlying agreement between Client and Origami (the “Agreement”). Capitalized terms used herein shall have the meanings set forth in the Agreement. TERM The term of this SOW shall begin upon the execution of this SOW by both parties and shall terminate upon the completion of the implementation work described herein. IMPLEMENTATION Implementation is the process of configuring the Service for use by Client as contemplated in the “Implementation Scope” section of this SOW. Client’s provision of timely and accurate specifications, direction and feedback is essential to the implementation. Both parties understand that time is of the essence with regard to the implementation and agree to use reasonable and good faith efforts to promptly complete the implementation. Based on conversations with the Client, this SOW includes up to 60 hours of professional services for the implementation deliverables set forth in this SOW. In the event that additional hours are needed to complete the implementation deliverables, the parties may enter into a separate amendment or statement of work to purchase such additional hours. Implementation Scope This SOW Removes the following deliverables from SOW #20245000 (60 Hours): Integrations Deliverable Scope Open Cities/ Open Forms Import Deploy the Origami standard import process to perform bulk inserts and updates of data. Assumptions: • Open Cities/Open Forms is the system of record. • Client will provide the data file in delimited or fixed width format using Origami’s standard layout. This SOW adds the following deliverables: RMIS Configuration Deliverable Scope API/Web Service Lookup Provide configuration of claims data API/Web Service Lookup to Open Forms Includes: • Intake of claims information from the client’s Open Forms System and loading to Origami via an API Assumptions: • Integrations using the Origami API will be based on a REST protocol. • Client will provide access to their API and provide support and assistance with data mapping CLIENT ROLES AND RESPONSIBILITIES • Client will designate, prior to the start of the implementation, a single point of contact who shall be responsible to coordinate and manage all activities required within Client’s organization to complete Client’s tasks on the project schedule and make decisions on behalf of Client. This single point of contact may be changed at any time upon Client’s notice to Origami. Page ii • Client will provide requested information within a reasonable timeframe as agreed upon by Client and Origami; if providing the requested information is not achievable or will take longer than preferred, Client will promptly inform Origami of the situation and alternative solutions will be determined. • Client will help resolve project issues and assist with bringing issues to the attention of the appropriate persons within the organization, as required. • Client will coordinate all activity of Client’s 3rd party providers required to complete tasks on the project schedule and Client will be primarily responsible for obtaining information and resolving any issues pertaining to third party products or services used by Client, if necessary. Client will be responsible for any charges levied by 3rd party providers. • Client agrees generally to provide other reasonable assistance and cooperation to see that services are successfully completed (e.g., participate in status calls and working meetings, provide specifications, direction, and feedback as needed by Origami in a timely manner, etc.) • For any deliverables that Origami provides to Client for approval, Client will confirm approval or provide necessary details on any requested remediation promptly. • Client will be responsible for testing and quality assurance related to the implementation within the timeframe as agreed upon in the project schedule. Client will ensure that all configurations and customizations operate as intended (including functionality, usability and data access rights), and Origami shall not be responsible for any damages caused by any such configurations or customizations. • Client will have final responsibility for decisions regarding all configurations and customizations (such as forms, dashboards, interfaces, reports, workflows and data flows), as agreed upon in the design documentation created by or for Client or Client’s users in the Service. • Outside of the implementation scope set forth in this SOW, Client shall have the ability to configure additional default dashboards, fields, forms, user roles, distribution lists, reports and other features as needed by Client. • Client will review and approve specifications provided by Origami and acknowledges that requests for substantial deviations from the specification are outside the scope of the project. PRICING AND INVOICE SCHEDULE There is no fee associated with this SOW. If needed, additional professional services can be purchased through a separate statement of work. All fees are subject to state sales tax, where applicable. All travel costs and expenses will be pre-approved by Client in writing and billed to Client as incurred. STATEMENT OF WORK APPROVAL The undersigned agree to this Statement of Work. ORIGAMI RISK LLC CITY OF PALO ALTO By: __________________________________ By: __________________________________ Name: Earnest Bentley Name: _______________________________ (Print Name) (Print Name) Title: President, Risk Solutions Date: April 4, 2025 Title: _________________________________ Date: ________________________________