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Item 09 - Agreement for Business License Tax and Fee Software Services
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Item 09 - Agreement for Business License Tax and Fee Software Services
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5/1/2025 3:15:31 PM
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5/1/2025 10:55:00 AM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
9
Date
5/6/2025
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Docusign Envelope ID: 69F3BA28-FBFA-4209-91 BO-400342F73326 <br />suggestions to redesign forms/reports, implement new processes, or adopt new <br />strategies for improving communication with the business community and other City <br />departments. <br />2.2.4.Training - Consultant will provide software training for City users as defined in the <br />fees schedule. The timing, size, content, and participants of each training session will <br />be determined by the Consultant's and City's PMs. <br />2.3. City's responsibilities <br />2.3.1.Project Manager - City will designate a staff member to serve as the City's project <br />manager (PM). This individual must be intimately involved in the daily business <br />processes, which the software will automate, and be empowered to make, or quickly <br />secure from management, decisions required for the configuration and <br />implementation of the software. The primary responsibility for the City PM is to <br />ensure that all City responsibilities during the software implementation process are <br />met according to the agreed upon software implementation schedule. The City PM <br />will be instrumental in the successful implementation of the software; working closely <br />with the Consultant PM to verify data conversion, review and approve reports, <br />establish business rules, and confirm configuration and behavior of the software. <br />2.3.2.IT support - City will designate an IT staff member to work with Consultant staff <br />throughout the software implementation process. This individual must be <br />knowledgeable about the City's computing environment and be authorized to access <br />any equipment or services required for proper access to and operation of the software. <br />2.4. Data Conversion - Consultant will convert the City's existing data as provided by City. <br />City agrees to provide its current data in a format agreed upon by Consultant and City. <br />Acceptable formats include Microsoft SQL Server backup file, Excel, Access, and ASCII <br />delimited text file. City will provide all available documentation to assist with identifying <br />the contents of the data files, including but not limited to file layout documentation, <br />database schema, and screenshots from at least five (5) sample accounts. City will provide <br />the data a minimum of two times during the conversion process. City understands that the <br />second (and any subsequent) data must be provided in the same format and layout as the <br />first data set. Any inconsistencies between the first and final data sets will result in a <br />delayed installation date and additional charges for conversion. <br />2.5. Schedule — The timeline for software implementation (including "Go Live") will be <br />collaboratively determined by Consultant's and City's designated Project Managers, and <br />will start upon receipt of all discovery materials. <br />3. Deliverables — Consultant will provide implementation and maintenance services for a <br />comprehensive business license tax system, capable of integrating with existing programs or <br />providing compatible data exports. <br />3.1. Phase I Deliverables — Anticipated completion and "Go Live" within twelve (12) months <br />following the execution of this agreement. <br />3. 1. 1. Transfer of all required data, as defined by the City, into the Consultant's system and <br />vetted by City to display correctly <br />3.1.2. Single Sign -On Functionality (contingent upon satisfactory security clearances as <br />approved by the City) <br />3.1.3.Configuration of Outbound electronic communications <br />1211802.2 Page 13 of 20 <br />
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