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Contract #: BSA -EU -14546-15060771 <br />Hyland will create one (1) Agenda Item Unity Form (Staff Report) that will facilitate the <br />creation of agenda items. This form will include the following fields: <br />a. Today's Date; <br />b. Department; <br />c. Submit for peer review? (yes/no) <br />d. SO Name <br />e. SO Phone <br />f. SO Email <br />g. <br />Contact Person <br />h. <br />Contact Title <br />i. <br />Contact Phone Number <br />j. <br />Contact Email <br />k. <br />Subject; <br />1. <br />Recommendation; <br />m. <br />Types of Attachments <br />• None <br />• Agreements <br />• Resolutions <br />• Ordinances <br />• Map <br />• Other <br />• Related Documents Located in the City Clerk's Office <br />n. Mass Mailer Sent Out? (yes/no); <br />o. Is this a Public Hearing (yes/no); <br />p. Was the Public Hearing Notice published? (yes/no); <br />q. Is this a Successor Agency Item? (yes/no); <br />r. Is this a Staff Report? (yes/no); <br />s. Is this a Consent Calendar Item? (yes/no); <br />t. Is this an Informational Item? (yes/no); <br />u. Is this Time Sensitive? (yes/no); <br />Hyland will configure a Word Document Template Summary Sheet that will be generated by <br />OnBase Agenda and populated from the above form information. <br />Upon completion of the form the Agenda Item Approval workflow will be started. This <br />workflow will contain the following steps for item approval. <br />a. Submitter Step: <br />1. Will receive an email notification when item arrives. <br />2. Workflow queue based on the user who created the Agenda Item; <br />3. Will be able to review/edit the agenda item form; <br />4. Will be able to add/edit/revise attachments to the agenda item form; <br />5. Will be able to create/participate in Discussion threads; and <br />6. Will have the following routing options (Ad Hoc Tasks): <br />i. Send to Department Head Approver; <br />ii. Send to an Additional Reviewer; and <br />iii. Return to the Previous Queue. <br />REV: 01-09-18 JS <br />Page 29 of 51 <br />ATTY/AGR.2018.001/Hyland Onbase ACMS <br />