HDL SOFTWARE - Laserfiche WebLink

olw*k #*Mlmk Agreement for HdL Software ona ,ervices City of Pleasanton August 24,2011 EXHIBIT A SCOPE OF SERVICES 1. Summary HdL will assist the City in migrating from HdL Business License v4.x ("Classic Business License") to HdUs new enterprise system, HdL Prime Business License("Prime"). HdL will provide expert guidance from start to finish as needed; including evaluation of current system configuration, data, reports, and processes, technical support and training. 2. Data Migration HdL will migrate the City's existing data under the City's project manager's guidance. As part of the data migration, HdL will verify the integrity of all converted data. As such, HdL may recommend certain data transformations in order to improve the integrity of the migrated data. HdL may also recommend that certain records not be converted, due to age of the data, condition of the data, or a combination of various factors. These recommendations will be submitted to the City's project manager for approval prior to final conversion. 3. Implementation a. HdL's responsibilities Project manager - HdL will provide a project manager (PM) to guide the software implementation process. The primary responsibility for the HdL PM is to ensure successful and timely completion of each step of the software implementation schedule. The HdL PM will work closely with the City's designated project manager to define the software implementation schedule, identify City needs and configure the software accordingly, validate the data migration, provide user training, and generally shepherd the City through the software implementation process. IT support - HdL will provide a dedicated IT staff member to provide IT support during the software implementation process. This individual will provide the necessary instruction and assistance in order to install the software in the City's computing environment,and will provide any needed technical support. Training - HdL will provide software training as defined in the agreed upon software implementation schedule. One day of training is required. Additional training may be scheduled upon request. The length and number of participants of each training session will be determined by the HdL PM and the City's designated PM. Help System - HdL will provide access to a digital copy of the software user manual ("Help System"). The City may use the Help System as needed for internal use by City staff. The Help System contains proprietary and confidential information, and as such is bound by the confidentiality portion of this agreement. The Help System may not in any circumstances be distributed to any 3rd party or any individual that is not a current City staff member responsible for using or maintaining the software. b. City's responsibilities Project manager-The City will designate a staff member to serve as the City's project manager(PM). This individual must be intimately involved in the daily business processes which the software will automate, and be empowered to make, or quickly secure from management, decisions required for the implementation of the software. The primary responsibility for the City PM is to ensure that all City responsibilities during the software implementation are met according to the agreed upon software implementation schedule. The City PM will be instrumental in the successful implementation of the software; working closely with the HdL PM to verify data migration, report migration, and configure all aspects of the software. IT support - The City will designate an IT staff member to work with HdL staff throughout the software implementation process. This individual must be knowledgeable about the City's computing environment and be authorized to manage the SQL Server database and install and configure software on the network server and workstations. The primary responsibility of the City's IT designee is to provide data to HdL for conversion,install the SQL Server database,and install the software in the City's computing environment. HdL Software, LLC 3