Agenda Packet_2025-07-15 - Laserfiche WebLink

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EXHIBIT I • Insurance Certificate Management with My Insurance module: 30-minutes • Contract Management Module: 45-minutes • Includes training for DocuSign add -on to Contract Management. The DocuSign product or service is not included. Customer must purchase from DocuSign the required product or services access. • Agency Contracts add -on Module to Contracts Management: 15-minutes • Contract Compliance add -on module to Contract Management Module: 15-minutes • Business Certification Module: 30-minutes • Emergency Operations Module: 20-minute online training session 4. PB SystemTM setup, implementation and training consists of the following: A. Initial program definition The PlanetBids implementation manager will work with one (1) designated Customer project manager to develop a roadmap for system implementation. The implementation manager will define and present a project management schedule to the Customer project manager. Customer will be required to submit information according with the project management schedule. Upon completion and review of the Services by Customer, online training will be scheduled and performed. B. System implementation and administration PlanetBids will enter and configure Customer requirements into Services for each licensed user access for Customer for only the Modules purchased by the Customer. The following implementation services will be provided: a. Account Manager assigned to manage implementation process. b. Press kit developed by PlanetBids Marketing team, including initial press release for publishing to attract Vendors to register for new system. c. URL configured for Customer's procurement web page for Vendor registration. d. Customer shall publish official press releases to attract Vendors to new URL. PlanetBids will publish Customer press release to social media sites and other media outlets. e. PlanetBids will create and send an initial email campaign to any existing Vendor lists Customer may have access to or has compiled. Data will be sent to PlanetBids in comma delimited format or excel. f. Configuration of Customer's purchased Modules. g. Testing of Customer's purchased Modules h. Customer specific databases will be established. i. Complete bid management from bid submission to awarding. j. Electronic bidding tools configured. k. Daily backups. I. Services users and vendor support for the duration of the Agreement. City Council 8-8 7/15/2025