Single_Source_C&C_Assemblage_4-29-2025-combined.pdf

4422 Ravenswood Ave | Chicago, IL 60640

(312) 964-0833 | erik.woodworth@asmblg.io

March 28th, 2025 City of Tampa 114 S. 34th Street Tampa, FL 33605

ATTN: Amanda Alfarah RE: Sole Source Justification – Migration and Maintenance of CityEconomy.org Dashboard

The City of Tampa intends to procure professional services for the migration and continued operation of the CityEconomy.org dashboard – a custom-built data platform originally developed for the cities of Tampa, Phoenix, and Baltimore with funding from Bloomberg Associates. The system includes a backend data ingestion application, a MongoDB database, and a frontend full-stack web application built and maintained by Assemblage Consulting. The following is a justification for the procurement of services to perform the migration and continued operation solely by Assemblage Consulting.

The CityEconomy.org system was uniquely developed and maintained by Assemblage Consulting, who holds exclusive knowledge of the system’s architecture, data ingestion processes, deployment mechanisms, and maintenance routines. The codebase, update schedules, and data integrations are highly customized and not publicly available or documented in a way that would enable a third party to maintain or migrate the system without significant reverse engineering or redevelopment.

Because of the system’s complexity and its ongoing value to the City of Tampa, engaging the original developer is the most cost-effective and timely method for ensuring uninterrupted service and successful migration. No other vendor possesses the specific expertise, source code access, or operational experience with the platform necessary to perform these services without incurring additional cost and risk to the City.

We hope you find this letter of justification sufficient for authorization a sole source procurement of the above-stated services to be provided by Assemblage Consulting. However, if further justification is required, please contact us at (312) 964-0833.

Sincerely, Erik Woodworth CEO & Director of Research & Application Development Assemblage Consulting LLC

QUOTE FOR CITYECONOMY.ORG MIGRATION & DEPLOYMENT

Prepared for: City of Tampa Prepared by: Assemblage Consulting LLC Date: March 28th, 2025

Project Overview

This quote covers the migration of the existing CityEconomy.org dashboard – originally developed for cities of Phoenix, Baltimore, and Tampa and maintained pro bono for three years until the end of 2025 by Bloomberg Associates – onto infrastructure owned and managed by the City of Tampa. The dashboard includes a backend (Node.js) data ingestion application and a frontend full-stack (Express.js + React.js) web application backed by a MongoDB database.

General Scope of Work w/ Cost Estimates

• Migration & Deployment ($8,500) o Design modification planning with City users and admins o Infrastructure planning with City IT team o Migration of existing data to a new MongoDB instance o Migration and deployment of backend (Node.js) and frontend (React) systems o Design implementation, including associated configuration and code revisions o System testing and bug fixes

• Customized Documentation & Training ($1,500) o Technical documentation of the system, deployment, and update processes customized to the City’s hosting infrastructure o Up to 6 hours of virtual training sessions for city user and technical staff

Estimate total: $10,000

Timeline

• Late August 2025 – Design and infrastructure planning

• September 2025 – Migration of data, code, and development deployment

• October 2025 – Configuration and code revisions

• November 2025 – Testing and bug fixes

• December 2025 – Swap out Bloomberg-hosted applications with those host by the City

Payment Terms

• 50% ($5,000) due at project start

• 50% ($5,000) due upon migration completion and system acceptance

Terms & Conditions

• IP & Data Ownership:

o The City of Tampa retains full rights to the system, source code, and all associated data.

• Hosting Costs:

o Infrastructure and hosting service costs are the responsibility of the City.

• Support Terms:

o Long-term support will require a separate maintenance agreement.

• Confidentiality & Security:

o All data will be handled in accordance with best practices for security and confidentiality.

Form W-9 (Rev. March 2024)

Request for Taxpayer Identification Number and Certification

Department of the Treasury Internal Revenue Service Go to www.irs.gov/FormW9 for instructions and the latest information.

Give form to the requester. Do not send to the IRS.

Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below.

P ri nt o r ty pe

S ee

S pe ci fic

In st ru ct io ns o n pa ge

1 Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner’s name on line 1, and enter the business/disregarded entity’s name on line 2.)

2 Business name/disregarded entity name, if different from above.

3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check only one of the following seven boxes.

Individual/sole proprietor C corporation S corporation Partnership Trust/estate

LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership) Note: Check the “LLC” box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate box for the tax classification of its owner.

Other (see instructions)

3b If on line 3a you checked “Partnership” or “Trust/estate,” or checked “LLC” and entered “P” as its tax classification, and you are providing this form to a partnership, trust, or estate in which you have an ownership interest, check this box if you have any foreign partners, owners, or beneficiaries. See instructions

4 Exemptions (codes apply only to certain entities, not individuals;

see instructions on page 3):

Exempt payee code (if any)

Exemption from Foreign Account Tax Compliance Act (FATCA) reporting code (if any)

(Applies to accounts maintained outside the United States.)

5 Address (number, street, and apt. or suite no.). See instructions.

6 City, state, and ZIP code

Requester’s name and address (optional)

7 List account number(s) here (optional)

Part I Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later.

Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter.

Social security number or Employer identification number

Part II Certification Under penalties of perjury, I certify that:

1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and

2. I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue

Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and

3. I am a U.S. citizen or other U.S. person (defined below); and

4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.

Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.

Sign Here

Signature of U.S. person Date

General Instructions Section references are to the Internal Revenue Code unless otherwise noted.

Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9.

What’s New Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the “LLC” box and enter its appropriate tax classification.

New line 3b has been added to this form. A flow-through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow-through entity in which it has an ownership interest. This change is intended to provide a flow-through entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisfy any applicable reporting requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065).

Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS is giving you this form because they

Cat. No. 10231X Form W-9 (Rev. 3-2024)

Erik Woodworth 3/28/2025