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BAKER TILLY US, LLP
City of Pleasanton
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BAKER TILLY US, LLP
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Last modified
10/15/2024 9:41:40 AM
Creation date
12/1/2023 4:41:02 PM
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CONTRACTS
Description Type
Professional Services
Contract Type
Amendment
NAME
BAKER TILLY US, LLP
Contract Record Series
704-05
Munis Contract #
2023413
Contract Expiration
6/30/2024
NOTES
CONSULTANCY RELATED TO STRATEGIC PLANNING SERVICES
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Appendix B:Deliverables <br />B-1:Data Deliverables <br />Record Export <br />●OpenGov will: <br />○Provide up to one (1)of Record Exports,based on the Customer ’s provided format, <br />to the Customer ’s FTPS as often as nightly. <br />●Customer will: <br />○Agree upon specifications prior to export. <br />B-2:Record Type Deliverables <br />OpenGov will configure the following standard record type drafts of Customer ’s record types in the <br />Forms &Workflow/Performance Management system including Form,Workflow,Output Document <br />and Fees: <br />Performance Measure <br />One (1)Record Types including: <br />●Performance Measures <br />Customer will: <br />●Attend working sessions to validate,review,and iterate upon draft records. <br />●Test all configured record types <br />B-3:Training Deliverables <br />OpenGov will: <br />Administrator Training <br />●Provide up to two (2)hours of Forms &Workflow/Performance Management system <br />administrator training to enable system administrators on the following topics: <br />○Setting up the public portal <br />○Employee app settings <br />○Creating and editing record types <br />○Managing Forms <br />○Editing Documents <br />○Creating Workflows <br />○Setting up Inspections <br />●Provide up to twenty (20)hours of Reporting &Transparency administrator training,to <br />enable system administrators on the following topics: <br />○Download and upload data to Reporting &Transparency <br />○How to create reports and dashboards <br />2023 Statement of Work v2.1 <br />11 <br />DocuSign Envelope ID: B15D270E-E3B1-4F57-8C92-589FF8DAFA15DocuSign Envelope ID: 2B2F7267-322F-4A10-85EF-ADB56278A499
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