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Exhibits_for_Amendment 1_to_Consulting_Services_Agreement_-_GovInvest_12.1.22.pdf
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Exhibits_for_Amendment 1_to_Consulting_Services_Agreement_-_GovInvest_12.1.22.pdf
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<br />Consulting Services Agreement between City of San Leandro and Last revised [12/01/2022] GovInvest, Inc. for Labor Costing and Pension Software and Services Exhibit A – Page 1 of 2 <br />EXHIBIT A SCOPE OF SERVICES The Consultant will provide the City with the scope of services provided below. 1. The implementation of the Labor Costing Software with automate Costing with real-time data and the implementation of the Pension Software Module and Consulting. a. Including: i. Project Management ii. Date Provision iii. Validation iv. Training v. Updates, support, and webinars vi. Funding Strategy in regards to the Pension Software Module and Consulting 1. Review, revise, and provide feedback of Pension Funding Policy 2. Provide City with analysis and impact on different funding options 3. Support City develop educational material for Agency presentations 4. Support City present at elected and stakeholder meetings vii. Education and Impact Analysis in regards to the Pension Software Module and Consulting 1. Create educational material, City Specific, for newly elected members 2. CalPERS investment Return Impact Analysis including updated funding policy options 3. Provide, at minimum, an annual impact analysis using updated experience and assumptions 4. Support City present these updates at elected and stakeholder meetings 5. Impacts on unfunded liabilities from cost. b. Concierge Service included with software subscription: i. Unlimited Users ii. Access to new features iii. Dedicated support iv. Review of funding methodologies and trends v. Presentation review vi. Training for staff vii. Data updates viii. Access to monthly webinars ix. Consultive planning sessions x. Access to team of subject matter experts. c. Annual Fee Includes: i. Unlimited Logins: credentials to access individual cloud-based portals ii. Portal Setup: development of dedicated cloud-based portals iii. Features and reports: all features and reporting functions available within the cloud-based portal <br />DocuSign Envelope ID: 979F4EA5-B4B7-42B9-9BBA-3AC34697934BDocuSign Envelope ID: AA1A4B4D-DAEE-43B1-97EE-18DB62CE1842
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