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SMART ENERGY SYSTEMS, INC.
City of Pleasanton
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SMART ENERGY SYSTEMS, INC.
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Last modified
10/15/2024 9:59:32 AM
Creation date
1/2/2024 10:39:39 AM
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CONTRACTS
Description Type
Professional Services
Contract Type
Amendment
NAME
SMART ENERGY SYSTEMS, INC.
Contract Record Series
704-05
Munis Contract #
2024086
Contract Expiration
6/30/2024
NOTES
SOFTWARE SERVICES AGREEMENT
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Powered by <br />Contract ID- NA 2022 Page 8 of 8 <br />The following notification workflows are in scope of the implementation services. <br />Notification Email SMS IVR <br />eBill Ready Notification Y <br />Payment Reminder Y <br />Payment Delinquent Y <br />Autopay Enroll/Unenroll Confirmation Y <br />Autopay Enroll/Unenroll Confirmation Y <br />Note: All outbound notifications shall be one-way with exception of Text to pay and IVR payment. SMS and IVR notifications require appropriate <br />subscription to be purchased in the Order Form. <br />Assumptions <br />1. Client shall be responsible for coordinating the access to any Client owned and third-party data and interfaces required for integration. These <br />API’s/services are expected to be fully tested by Client and error free. <br />2. Client will provide timely responses to Provider for any of Provider’s information needs, as well as timely review of project documents provided. <br />3. To the extent feasible, Provider will utilize existing web service interfaces to meet the requirements stated in this Addendum. <br />4. Provider team will migrate existing Customer Notification preference data to the provider platform however any validation or cleansing of the source <br />data is not in scope. Provider team will work with the Client team to identify and catalog the data for migration and agree upon a migration strategy. <br />Upon completing the strategy for data conversion and migration, Provider shall be responsible for taking the data in the source format and translate <br />and convert to the IPS platform. <br />5. In the event Client has not purchased On-site Training in Section 4 (Other Plans and Subscriptions), Provider will provide up to 8 (eight) hours of <br />webinar-based remote training. Provider will assist Client personnel or designated training provider with preparation of materials and delivery of the <br />train the trainer program. Training materials will only include software User Guides adapted for the Client software modules and features in scope. <br />Development of tailored training material to incorporate the Client’s business process is not in scope but may be added as part of a separate Change <br />Request. <br />6. Training will be conducted in a train the trainer format. (CSRs to be trained by the trainers). End user (Utility customer) training is not in scope of this <br />SOW. <br />7. Client trainers will deliver end-user training with Provider trainers in a supporting role. The Client training coordinator will be responsible for scheduling <br />end-users, material duplication, and training facilities. Provider will assign a trainer from Provider team to work with Client during training sessions. <br />8. Provider will provide a template with test case scenarios for testing. Client shall prepare and provide the required test data sets that meet the test <br />scenario on time in the QA environment while ensuring data quality. Test data preparation activity may include Data cleaning, conversion, migrating <br />data from a legacy system and shall be Client’s responsibility. <br />9. Client shall be responsible for providing test data on timely basis for testing of all functional scenarios in scope of the project. <br />10. All project activities will be performed, and Deliverables will be created in English. <br />11. The Client will ensure that they have appropriate agreements in place with third parties whose work may affect Provider’s ability to provide the <br />Services. Unless specifically agreed to otherwise in writing, Client is responsible for the management and performance of the third parties, and for <br />any third-party hardware, software or communications equipment used in connection with the Services. <br />12. The Client will make key business users available to play critical roles in the workshop. <br />13. Provider and Client will review the scope and deliverable expectations before work begins in order to provide a common understanding by both <br />parties. <br />14. The Client is responsible for identifying the trainers to participate in train the trainer activities, rooms for training sessions, managing enrollment and <br />any costs associated additional training sessions and attendance of Client trainees and Provider personnel at such training sessions. <br /> <br /><br /> DocuSign Envelope ID: ECD87DF2-0011-4B03-98B4-83FFFE6EE4F0DocuSign Envelope ID: 2151E2A1-A7DD-4CDB-946C-16B728322856
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