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25C - AGMT CITYWIDE BUDGET SOFTWARE
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01/16/2018
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25C - AGMT CITYWIDE BUDGET SOFTWARE
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Last modified
1/11/2018 7:09:42 PM
Creation date
1/11/2018 6:27:42 PM
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Template:
City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
25C
Date
1/16/2018
Destruction Year
2023
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5. Advising The Customer of expected completion dates for items identified as "Customer task" <br />within this SoW. <br />6. Advising The Customer of the impact on the expected delivery dates of "Customer task" items <br />when prerequisite customer tasks, such as the completion of data import templates or approval <br />of report specifications, are advanced or delayed. <br />7. Monitoring the progress of the project and advising The Customer of risks to its on-time <br />completion. <br />8. Coordinating the completion and approval of change orders. <br />2.9.2. The Customer Project Management Responsibilities <br />1. The timely delivery of items identified as "Customer task" within this SoW. <br />2. Advising The Customer of expected delivery dates for items identified as "Customer task" within <br />this SoW. <br />3. Ensuring that change orders contain a full specification of the changes required. <br />4. Ensuring that customizations are fully specified and documented. <br />5. Ensuring that all Customer team members have a clear understanding of their responsibilities <br />to the project. <br />2.9.3. Project Planning <br />1. The project plan will be prepared by the Questica project manager in consultation with The <br />Customer's project manager and team members. <br />2. The project planning phase will determine whether Questica Budget modules are to be <br />implemented serially or in parallel and, if serially, the order of module implementation. <br />3. The implementation of each Questica Budget module will involve the following stages: <br />a. An overview of, and training in, the module and the ways in which the module can be <br />extended by configuration and customizations. <br />b. A determination of how best to configure and, if necessary, customize the module to <br />meet the objectives of The Customer. <br />C. An overview of the advantages and, if present, disadvantages of the proposed <br />configuration and customizations. <br />d. Documentation of the agreed configuration and customizations. <br />e. The preparation of data import templates consistent with the agreed configuration and <br />customizations. <br />f. The completion by The Customer of the data import templates. <br />g. The import by Questica of the data import templates. <br />h. Customer approval of the imported Questica Budget structures and data. <br />i. The creation by The Customer of a technical environment in which Questica Budget can <br />operate. <br />j. The deployment of the Questica Budget application and database on The Customer <br />servers. <br />k. The creation of custom ad hoc models to support the reporting of custom fields. <br />I. Training in the use of ad hoc modeling for Report Builder 3.0. <br />M. Determination of custom reporting requirements that cannot be met by the standard <br />reports and the use of Report Builder 3.0. <br />n. The preparation of change orders and specification for any custom reports not detailed <br />in this Scope of Work. <br />o. The development by Questica of any required custom reports detailed in this Scope of <br />Work. <br />p. The testing and acceptances of custom reports and report views. <br />q. The deployment of custom reports and report views. <br />r. The development of an integration strategy for updating the Questica Budget database <br />with actual result data from the financial system and the passing of budget data into the <br />financial system. <br />© Questica Inc. December 11, 2017 <br />25C-28 <br />Page 26 of 27 <br />
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