25D - AGMT - DIGITAL RECORDS SRVS

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EXHIBIT A RFP No. 16 -007; Digital Records Management Needs Assessment and Implementation Plan °f City of Santa Ana Public Works Agency March 21, 2016 identify operating opportunities through business process analysis and solution development. The application of Enterprise Content Management best practices based on decades of experience and award winning project delivery in the government sector. The project will use a logical and structured approach consisting of Discovery (e.g., systems assessment and document inventory, Requirements Definition via management interviews, online staff surveys, and As -Is business process workshops with stakeholders) to identify enterprise requirements; to articulate a responsive ECMS Roadmap. 1.2.1 Scope of Work The following provides a description of the proposed Scope of Work. The proposed project work plan reflects the Phases /Tasks identified in the Agency's RFP document to ensure the desired project outcomes and success. All of the deliverables identified in the RFP are addressed in this Proposal. Each task and subtask in the work plan will produce a deliverable, e.g., a workshop, document, meeting, etc. In tasks where the deliverable is a document, ThirdWave will provide an electronic copy, either in MS Word, PowerPoint or a PDF, as appropriate. Some key draft deliverables will be provided to the Agency's Project Manager for review and comment by appropriate staff, i.e., As -Is Rapid Workflow® business process maps, taxonomy, and ECMS Strategic Plan. Agency review and comment tasks are denoted with the prefix "CSA." Obtaining the client's review and comments on key deliverables is a risk management /quality control techniques that will ensure the desired results are obtained as the project proceeds. The following provides a narrative description of proposed tasks that will be carried out in the Scope of Work. Task 0.1 Project Kick -off Meeting This task will entail holding an onsite project kickoff meeting with key Agency stakeholders and ThirdWave's Project Team. A PowerPoint presentation will be produced to review the project goal and objectives, project plan, deliverables, project schedule, ThirdWave /Agency responsibilities, and the PMBOK`nA project management protocol. Deliverable 0.1: Project Kickoff Meeting Task 0.2 Ongoing Project Coordination This task will entail holding ongoing project progress and coordination meetings or conference calls with the Agency's Project Manager, i.e., on a weekly basis. This will serve to review /discuss the project's progress; issues identified to date, and plan /prepare for future tasks. Deliverable 0.2: Ongoing Project Coordination Proposal 02016 3 ThirdWave 11400 W. Olympic Blvd, Suite 200 Los Angeles CA 90064 310.914.0186 V 310.312.9513 F 25D -33