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AgdaPkt 2019-04-08 Joint SA PFA
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AgdaPkt 2019-04-08 Joint SA PFA
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Last modified
9/24/2020 10:54:06 AM
Creation date
4/4/2019 4:43:39 PM
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Template:
CC Index
CC Index - Document Type
Agenda Packet
Meeting Type
Joint
Agency Type
City Council and Successor Agency and Public Financing Authority
Date
4/8/2019
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6.A. - Page 16 of 22 <br />Project Scope I . Ongoing assistance up to Customer's Budget Kick Off <br />Budget Book Standard Onboarding Package <br />The Standard Package includes the below services for one report type, either a Budget Book. <br />Document Set -Up <br />Import and Import document (must be in .docx format for document or .pptx format for presentation or .xIsx <br />Format Main format for tableslworkbookslspreadsheets) provided by Customer. Set up document outline <br />Document and break document into appropriate outline sections. Review text and tables for formatting <br />accuracy (font style, font size, spacing, borders, shading). Set up default header and footer. <br />Import and place graphics. Set up the Table of Contents to auto generate page numbers, edit <br />text to reflect current quarter and add hyperlinks to text. The remainder of the document <br />content will be as imported. <br />Linking Includes example linking to the main document, examples described below for a Budget Book. <br />For Budget Book: <br />one (1) complete budget program, <br />Set-up Hours Workiva support team will spend up to 40 hours on the Document Set -Up. If additional time is <br />required, the parties shall enter into a mutually agreed upon change order. <br />Services <br />Process Workiva's solutions architect team will spend up to 4 hours with your reporting team. This time <br />Improvement will allow Workiva's team to evaluate and review data source files and how they integrate with <br />Consultation your final report(s) in Wdesk. The Solutions Architect will provide recommendations in Wdesk <br />reports to increase reporting efficiency based upon automation of data feeds. <br />Page 11 of 17 <br />REV: 03-25-19 PR <br />ATTYIAGR.2019-068/0penGov Software Suite <br />23 <br />
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