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Item 21 - Electronic Document Management System Upgrade
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07/18/2023 Regular and Special HA
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Item 21 - Electronic Document Management System Upgrade
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7/13/2023 11:39:05 AM
Creation date
7/12/2023 12:34:29 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Clerk of the Council
Item #
21
Date
7/18/2023
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Project Deliverables <br />Project Management <br />Work Category: Project <br />CDI will provide project management which includes ensuring the CDI team members <br />Management <br />have a clear understanding of the project scope and tasks required to realize the solution <br />are understood and manage this project to successful completion. <br />Billing Type: <br />Billable <br />Deliverable Requirements <br />CDI's project management team will: <br />Estimated Time: <br />- Define requirements and develop a statement of work <br />40.00 hours <br />- Assign tasks to the project team members <br />- Manage communication between team members and stakeholders <br />Estimated Finish: <br />- Ensure the project team works to satisfy the statement of work <br />9/2/2023 <br />- Manage change orders required for changes to the statement of work <br />- Verify requirements are completed consistent with the statement of work <br />- Manage project closure <br />Evaluation of Existing Solution <br />Work Category: <br />CDI will spend one day on -site to evaluate the existing solution to understand its <br />Consulting <br />functions and identify the needs <br />Billing Type: <br />Deliverable Requirements <br />Billable <br />*CDI will create a brief document that outlines how the current system operates. <br />Estimated Time: <br />20.00 hours <br />Estimated Finish: <br />7/2/2023 <br />ArcLF Integration Installation and Configuration <br />Work Category: <br />The CDI team will work with the Client team to implement a layer in the ArcLF Configuration <br />Integration to display documents on the GIS map. The CDI Team will work with the <br />Client Team to complete the ArcLF Planning Worksheet and implement the layers within Billing Type: <br />the integration. Billable <br />The configuration will be completed in a Train the Trainer fashion, allowing the Client Estimated Time: <br />team to ask questions and learn how to configure additional layers within the 108.00 hours <br />integration. <br />Estimated Finish: <br />The first layers to be configured will be Deeds and Right -of -Way documents. 8/2/2023 <br />A Laserfiche layer will be configured to display Deeds as documents on the map, <br />displaying one feature per document. Documents in Laserfiche will have the Deeds <br />template applied and the APN field values will match with an attribute in the Parcel layer <br />REST service. <br />A Laserfiche layer will be configured to display Deeds as documents on the map, <br />displaying one feature per document. Documents in Laserfiche will have the Deeds <br />CDI 2000 O'Neil Road Suite 150 Hudson, WI 54016 P. 855.714.2800 F. 866.592.7343 www.CDI.suggort <br />
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