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01
City of Pleasanton
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CITY CLERK
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AGENDA PACKETS
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2023
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011723
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01
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Last modified
1/11/2023 11:52:16 AM
Creation date
1/11/2023 11:52:13 AM
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CITY CLERK
CITY CLERK - TYPE
AGENDA REPORT
DOCUMENT DATE
1/17/2023
DESTRUCT DATE
15Y
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EXHIBIT,A <br /> Statement of Work <br /> Implementation of the Recyclist Program Tracker includes: <br /> • Configuring data import process to align with Customer's data and programmatic objectives <br /> • Importing initial compliance records <br /> • Setting up user accounts and permissions <br /> • Customizing database fields to meet reasonable customer needs <br /> • Customizing reports to meet reasonable customer needs <br /> Base subscription includes: <br /> • Commercial and multi-family generator database for tracking: <br /> o Service levels <br /> o Contact information <br /> o AB 1826&AB 341 compliance <br /> o SB 1383 compliance(rolling out in phases) <br /> o Log of all outreach activities <br /> • CRM features to schedule and track outreach to commercial generators,including: <br /> o Site Visits <br /> o Phone Calls <br /> o Emails <br /> o Photos taken <br /> o Task lists and calendars <br /> o Task reminders and summaries <br /> • Customization of standard forms and reports to meet reasonable customer needs,such as: <br /> o Tracking local programs and pilot projects <br /> o Tracking compliance with state,regional and/or local ordinances <br /> o Complex customization projects necessitating new forms and/or reports may require additional professional services.Any <br /> additional consulting,training,development,configuration,development and/or integration services may be out of scope <br /> and subject to Company agreeing to provide such services pursuant to a change order to this SOW. <br /> • Reports in list and/or graph format,with ability to search,sort and filter,and to export to Excel,PDF,or image file <br /> • Cloud-based database that syncs data across all users in real time <br /> • Web-based application,with mobile app for iOS and Android(requires internet connection) <br /> • Secure web hosting with weekly backups <br /> • Support via email,Monday-Friday 9am-5pm PT <br /> • Support via phone by appointment <br /> • Unlimited users <br /> Data Import includes: <br /> • Processing and importing a single-tab Excel worksheet or CSV file <br /> • For service record data imports: <br /> o Importing new accounts,identifying possibly closed accounts and service-level changes <br /> o Updating generator compliance statuses to align with new data <br /> • Custom Data Template Surcharge applicable to any Data Imports not delivered in the standard Recyclist Service Record Template <br /> 13090458_v7 <br />
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