Laserfiche WebLink
Agreement for HdL Services Exhibit A — Scope of Services <br />REV: 02-28-19 PR <br />ATTY/AGR.2019.049/HDL Prime Business License & TOT Software <br />Discovery on Site - Client to Provide forms, ordinances, fee <br />HdL/Client <br />resolutions, business rules, logo(s), users authority, payment <br />gateway. Provide contact info for client stakeholders & walk <br />through business license process. <br />Send sample reports/letters to Client if requested <br />HdL <br />Provide list of all information required by HdL <br />Provide contact info for HdL stakeholders <br />If going live with web, client to verify which payment gateway <br />HdL/Client <br />they will use. If it is with FIS, then HdL PM will send the <br />payment processing plan to the City. HdL will pre -fill FIS forms <br />for the Cityto review and sign. <br />City to send sample daily journal file with defined headers for <br />HdL/Client <br />HdL to create a file that can be imported into City's finance <br />system. This can be done after go -live or during the <br />implementation process. <br />HdL <br />Provide client IT with FTP account information, instructions for <br />sending data <br />Client <br />Upload client data to FTP server. (SOL or Access) <br />Send Screen shots (all screens for variety of account types) <br />HdL <br />Project Mgr build tables, fee, messages, etc. <br />HdL / Client <br />PROJECT KICK OFF & SET UP - Stage 2 (Requires completion <br />6-8 weeks <br />Mar 11- May 6 <br />ofStage 1) <br />HdL/Client <br />Project kick off conference call <br />HdL <br />Begin Data Conversion <br />4 weeks <br />HdL <br />Reports, forms and letters <br />request/development/review/edit/approval. <br />HdL <br />Project Mgrtest conversion with forms <br />HdL <br />HdL Tech & Project Mgr review and test 1X conversion <br />HdL <br />Sent city the Preview version of Prime (screenshots) <br />Client <br />Submits signed FIS paperwork to HdL <br />Hc1L <br />HdL submits signed paperwork to FIS for processing <br />4-6 weeks <br />HdL/Client <br />Client to confirm user permissions <br />HdL to send client IT Prime/Web Installation instructions and <br />HcIL IT/Client <br />USPS address database. Client to prep server environment and <br />verify it is functional <br />HdL /Client <br />PRE -INSTALL TRAINING & CLIENT TESTING - Stage 3 (Requires <br />2 weeks <br />May 6 -May 13 <br />completion of Stage 2) <br />HdL <br />HdL PM to conduct onsite training for Client users <br />Monday May 6 <br />or earlier <br />Client <br />Client tests/verifies data conversion and final forms <br />HdL <br />HdL PM creates conversion worksheet: Tracks and resolves <br />issues throughout the project <br />HdL/Client <br />GO/NO-GO DECISION FOR GO -LIVE DATE <br />Monday, May <br />13 <br />Client <br />Client to sign -off on system configuration & data conversion <br />HdL/Client <br />Confirm go -live schedule <br />Verifies software application installed on all needed desktops <br />Client IT <br />Verifies software application installed on the Go -Live <br />production server <br />HdL <br />HdL make final conversion adjustments and form edits <br />Client IT <br />Client send final dataset to HdL for final conversion <br />COB Thursday <br />May 16 <br />REV: 02-28-19 PR <br />ATTY/AGR.2019.049/HDL Prime Business License & TOT Software <br />