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.s, <br />RFP No, 16-007: Digital Records Management Needs Assessment and Implementation Plan <br />City of Santa Ana Public Works Agency March 21, 2016 <br />• Governance: strictures including the ability to define, manage and apply the <br />agency's record retention policies <br />• Projects: <br />• Identify all projects, their interdependencies <br />• Professional services: e.g., back file conversion <br />• Scheduleltimeframes required to execute the strategy <br />Deliverable 2.1: Draft System Design Recommendations <br />CSA 2.1 Agency Review/ Comments <br />Appropriate Agency staff will review the draft deliverable and providing <br />comments/suggested revisions. Agency comments will be reconciled/ consolidated by the <br />Agency's Project Manager into one set of comments, and transmitted to ThirdWave. The <br />review / comments will be provided within the turn -around time specified in the Project <br />Schedule, e.g., 5 business days. <br />CSA Deliverable 2,1: Comments <br />Task 2.2 System Recommendations <br />This task will entail taking the feedback from the stakeholder review sessions and <br />incorporating it to produce the final system design recommendations. Three (3) bound <br />color hard copies of the Needs Assessment, System Design and Implementation Plan <br />documents will be provided. <br />Deliverable 2.2: System Design Recommendations <br />Task 3.1 Draft Implementation Plan <br />Drawing on the findings from the previous task, this task will a produce a detailed <br />description of how to implement the Digital Records Management within the <br />organization that includes the following: <br />• Analysis of the current state, documenting staff input. <br />• Analysis of the effective deployment of the Document Records Management <br />concepts and technologies throughout the agency. <br />• Tasks to implement the workflows identified in the needs assessment and critical <br />decision points, including steps required to implement the migration of existing data <br />identified in the system design phase. <br />• Implementation Schedule: Identified workflows into discrete phases to allow for <br />adaptable funding over multiple years. <br />• Estimated costs: to implement the phases of the plan, including: <br />• Data upgrade/acquisition <br />• Additional software licensing and maintenance <br />• Possible hardware costs <br />Plans for near-term projects should provide significant implementation details, with <br />more general information provided for steps to be undertaken over the longer <br />term. Specifics should address applications to be developed as well as estimated <br />costs and required resources (particularly for shorter term implementations). <br />Deliverable 3.1: Draft Impiementation Plan <br />Proposal <br />02016 9 <br />ThirdWave 11400 W. Olympic Blvd. Suite 200 Los Angeles CA 90064 310.914.0186 V 310.312 9513 F <br />