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Scope of Services — Tidemark upgrade <br />PROJECT MANAGEMENT <br />San Leandro, CA <br />The TruePoint Team will perform project management services needed to plan and monitor execution of the project in <br />accordance with deliverables outlined in the Scope of Work. To support the implementation of the Accela Automation <br />solution at the City, The TruePoint Team will provide up to 100 hours of Project Management services throughout the <br />project. Generally these services include the following: <br />• Project Initiation <br />• Change order management <br />• Issue log management and escalation <br />• Resources management <br />• Meetings management <br />Project Management tasks will be shared between the TruePoint Team Project Manager and the City Project <br />Manager. A project plan will be maintained and monitored using Microsoft Project. <br />ANALYSIS <br />CONFIGURATION ANALYSIS <br />During the Configuration Analysis stage, The TruePoint Team will conduct interviews with key representatives from <br />City offices involved in the permitting processes for each department. The Configuration Analysis will document the <br />current permitting processes in the Tidemark System. The TruePoint Team will gather requirements from the City and <br />make recommendation where appropriate. Recommendations would focus on ways to leverage the business <br />processes, workflows, and technologies available in Accela Automation that currently do not exist in Tidemark. <br />During these configuration analysis workshops The TruePoint Team will: <br />• Review and chart each business process as a basis for configuration in Accela Automation's workflow tool, <br />including notifications, holds and conditions. <br />• Review and document intake requirements, forms, and data fields for each permit/business process type <br />• Collect and document output requirements (documents /letters/reports). <br />• Collect and document fees, fee schedules, and collection procedures for each permit/business process type <br />• Collect and document all required inspections, prerequisites, and inspection result options for each permit <br />type <br />The TruePoint Team will develop specific System Configuration Documentation for all record types that will be <br />configured in Accela Automation. The TruePoint Team will provide up to 220 hours from the Configuration Analysis <br />cost category. <br />The Configuration Document will fully define: <br />• Record Types <br />• Record Type Masks <br />• Record Specific Data elements <br />• Intake Forms <br />• Record Statuses <br />• Workflows <br />• Fees <br />Page 6 <br />