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City of Santa Ana - LMS Project Advisory Services SCOPE OF SERVICES The team at Park Consulting Group have applied experiences and lessons learned from previous and active LMS projects to recommend the following consulting services needed for the City of Santa Ana's LMS Project: Core Principles of Park Consulting Group • Serve as a steward to the City to have the interests of the leaders, staff, and constituents in mind to identify opportunities to save time and money, and to work to achieve the City's goals. • Serve as an advocate for the City in interactions with project related vendors, consultants, and contractors. • Serve as an advisor for the City to support communication with leadership and key stakeholders, including input for staff reports and constituent communications. 2. LMS Implementation Advisory Services • Review project scope, goals and deliverables that support business goals for the LMS Project. • Effectively communicate with project team members and stakeholders in a timely fashion and on an ongoing basis. • Review project plans and project timelines and milestones provided by the project team. • Review tracked project milestones and deliverables against SOW. • Review project lessons learned to identify successful and unsuccessful project elements. • Provide project team with best practices and tools for project execution, management, and delivery from LMS implementation experiences. • Review staffing requirements from vendor and comparison with City staffing availability. • Attend steering committee, stakeholder, project management, project sign -off, and other project meetings, as requested. • Review project plans and associated communication / sign -off documents, as requested. • Review project deliverables and approval documentation to ensure they adhere to City's expectations, objectives, and requirements, as requested. • Support identification of risks and issues within the project as needed; consult with city management to formulate a plan to mitigate and resolve. • Support analysis and discussions for changes in project scope, identifying potential project challenges and development of contingency plans. 3. Key Assumptions • PCG shall be responsible for advisory services and is estimated at participating between 10-20 hours per month throughout the duration of the LMS Project on an as -needed basis as directed by the City. • City will provide a primary project contact that is available throughout the duration of services. • City will make project management team members, subject matter experts, and an implementation team (including consultants, contractors, and vendors) available to PCG to answer questions and provide updates as needed. • City estimates PCG should primarily have the ability to deliver the project remotely with no on -site visits and/ or incurred travel costs. In the event an onsite meeting is required, City will notify PCG. • Park Consulting Group provides a broad range of Building and Permitting System implementation, advisory, and development services. City may request additional services outside of the scope of services and duration and will be considered based on the established hourly rates.