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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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End User Training <br />●Provide up to six (6)hours of end-user trainings designed for Plan Review,Inspectors, <br />Finance Staff,etc.to cover the following topics: <br />○Navigation of the system <br />○Manage inbox and tasks <br />○Take payments <br />○Conduct inspections <br />○Create records <br />Customer will: <br />●Identify the relevant participants to attend each training session. <br />B-4:Strategic Plan/Performance Story <br />●OpenGov will: <br />o Transform and upload one up to one (1)dataset and dataset Views to enable KPI <br />Reporting. <br />o Configure up to one (1)Report using the customer ’s Performance Measure dataset. <br />o Configure up to one (1)Dashboard. <br />o Configure up to five (5)Story Templates to communicate each Strategic Plan Goal. <br />o Review configured OpenGov Reports,Dashboard,and Stor y and provide training <br />Customer on how to: <br />▪Upload data for use in OpenGov Reports. <br />▪Create new Reports,Dashboards,Stories <br />▪Manage Reports,Dashboards,Stories <br />▪Share Reports,Dashboards,Stories <br />o Connection of Reports and Performance Measure to each Story Template <br />o Provide up to ten (10)hours of report training in Next Gen Reporting Platform. <br />●Customer will: <br />○Agree upon specifications prior to upload. <br />○Validate and provide sign-off of Reports,Dashboard,and Stor y. <br />2023 Statement of Work v2.1 <br />12 <br />DocuSign Envelope ID: B15D270E-E3B1-4F57-8C92-589FF8DAFA15DocuSign Envelope ID: 2B2F7267-322F-4A10-85EF-ADB56278A499
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