Loading...
22-0802_CENTRALSQUARE TECHNOLOGIES_Agenda Report_E7City of San Juan Capistrano Agenda Report TO: Honorable Mayor and Members of the City Council FROM: Benjamin Siegel, City Manager SUBMITTED BY: Joel Rojas, Development Services Director PREPARED BY: Ayako Rauterkus, Senior Management Analyst DATE: August 2, 2022 SUBJECT: Amended Software Maintenance and Support Agreement with CentralSquare Technologies for Enhancements to the City’s Permitting Software (TRAKiT) RECOMMENDATIONS: 1.Approve and authorize the City Manager to execute the Amended Software Maintenance and Support Agreement with CentralSquare Technologies for upgraded software, hosting and support services for the City’s permitting software. 2.Waive the requirement for competitive bidding in accordance with Section 3- 4.310(e) of Chapter 4 of Title 3 of the Municipal Code. EXECUTIVE SUMMARY: The City strives to provide members of the public with online resources to access City services. However, this has become a challenge as the City’s current permitting software, TRAKiT, is hosted through an antiquated platform which does not include robust maintenance support services nor the most current and efficient features. Staff is unable to make necessary updates for improved functionality or offer features typical of neighboring public agencies. As such, funding has been programmed into the current Fiscal Year 2022-23 budget to undertake an update of the City’s permitting software, which is utilized for the processing of building permits, planning projects, engineering projects, code enforcement cases and business licenses. Staff recommends the City Council approve the proposed Amended Software Maintenance and Support Agreement with CentralSquare Technologies, provided as Attachment 1, to implement its proprietary 8/2/2022 E7 City Council Agenda Report August 2, 2022 Page 2 of 3 Community Development platform that provides a more streamlined permitting processing and management system, a hosting platform, ongoing customer support and upgraded features. DISCUSSION/ANALYSIS: Since 2006, the City has utilized TRAKiT for permit processing software. The software is currently hosted by CentralSquare Technologies. The software enables City staff to process applications for building permits, planning projects, engineering projects, and business licenses, as well as track code enforcement cases and inspection results. In order to improve functionality for both City staff and members of the public, staff recommends upgrading the City’s current software to more efficiently and effectively manage these critical functions by implementing CentralSquare’s Community Development platform. The most notable enhancement to the City’s current software provided by the Community Development platform is the “cloud based” functionality. The current platform is hosted by on-site servers whereas the Community Development platform will be available via an online portal accessible from any location served by the internet, including mobile devices. Building inspectors and code enforcement officers will have the ability to close and open cases, track progress, and provide real-time notes in the field. Added functionality will also be available for customers including improved electronic application processing and real-time inspection results provided via e-mail. Additionally, the current manual processing of notices, certificates of occupancy, expired permit notifications, etc. would be replaced with an automated system creating efficiencies for both staff and customers. Further, the Community Development platform would enable TRAKiT to integrate with the City’s other third-party software, including the City’s records management software and Finance system for streamlined payment processing. Pending City Council approval of the proposed agreement, CentralSquare Technologies would initiate implementation of the software and training of City staff. The implementation process is anticipated to be complete in six to nine months. The City’s current TRAKiT platform would be operational throughout the implementation process. Following the launch of the new platform, CentralSquare Technologies would provide ongoing maintenance and support services through the proposed five-year agreement term. Given the enhanced functionality, competitive cost and user environment proposed, staff recommends that the City Council approve the agreement with CentralSquare Technologies for the Community Development TRAKiT upgrade. FISCAL IMPACT: The cost of the Community Development TRAKIT upgrade involves a one-time implementation fee of $80,035, plus an annual subscription fee of $45,250 for five years, with a four percent annual increase. The City’s Fiscal Year 2022-23 operating budget includes funding to cover the initial cost of the upgrade. City Council Agenda Report August 2, 2022 Page 3 of 3 ENVIRONMENTAL IMPACT: In accordance with the California Environmental Quality Act (CEQA), the recommended action is exempt from CEQA per Section 15061(b)(3), the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Approval of an Amended Software Maintenance and Support Agreement with Central Square Technologies for upgrades to the City’s permitting software would not be an activity with potential to cause significant effect on the environment and is therefore exempt from CEQA. PRIOR CITY COUNCIL REVIEW: • On November 7, 2017, the City Council approved an Assumption Agreement with Superion, LLC, for services supporting TRAKiT. • On February 12, 2009, the City Council approved an agreement with CRW Systems for maintenance service, technical support, and software updates for TRAKiT. • On October 3, 2006, the City Council approved a contract with CRW Associates to purchase and install TRAKiT. COMMISSION/COMMITTEE/BOARD REVIEW AND RECOMMENDATIONS: Not applicable. NOTIFICATION: CentralSquare Technologies, LLC. ATTACHMENTS: Attachment 1 – Recommended Amendment to Software Maintenance and Support Agreement with CentralSquare, Technologies, LLC. 1 AMENDMENT TO SOFTWARE MAINTENANCE AND SUPPORT AGREEMENT THIS AMENDMENT (the “Amendment”) to the Software Maintenance and Support Agreement by and between CRW Systems, Inc., whose interest in said Agreement has been assumed by Superion, LLC, (“Consultant”) and the City of San Juan Capistrano (“City”) dated February 12, 2009 (the “2009 Agreement”) and WHEREAS the Consultant and the City entered into the 2009 Agreement to purchase and implement the installation of CRW’s TRAKiT software solution, and WHEREAS on June 5, 2015, CRW Systems, Inc. and SunGard Public Sector Inc. merged into a single corporation, SunGard Public Sector Inc., and WHEREAS, on December 21, 2015, SunGard Public Sector Inc. was converted into SunGard Public Sector LLC, and WHEREAS, on February 1, 2017, SunGard Public Sector LLC contributed its interest in the SunGard contracts to Ramundsen Public Sector, LLC, and on April 20, 2017, Ramundsen Public Sector changed its name to Superion, LLC, and WHEREAS pursuant to an Assumption Agreement dated November 7, 2017, Superion, LLC assumed SunGard’s (the successor to CRW Systems, Inc.) interest in the 2009 Agreement, and WHEREAS, in 2018, Superion, TriTech, Zuercher, and Aptean merged into a single limited liability company, CentralSquare Technologies LLC, and WHEREAS now the City desires to migrate their TRAKiT software solution to CentralSquare Technologies LLC’s (“CentralSquare”) cloud-based Community Development software system (“Community Development”), and WHEREAS, the parties desire to amend the 2009 Agreement in order to grant City the necessary subscription services to Community Development. NOW THEREFORE, the parties agree as follows: 1.Subject to and conditioned on the City’s and their Authorized Users' compliance with the terms and conditions of the 2009 Agreement and this Amendment, CentralSquare hereby grants the City a non-exclusive, non-transferable right to access and use of Community Development, solely by Authorized Users. "Authorized User" means Customer's employees, consultants, contractors, and agents who are authorized by Customer to access and use the Solutions under the rights granted to Customer pursuant to this Agreement, and for whom access to the Solutions has been purchased. 2.Once the City is live on the new Community Development software solution, the City’s previously acquired licenses in the TRAKiT software solution shall terminate. 3.The Subscription Services and Fees for the new Community Development solution shall replace the existing and ongoing support and maintenance of the TRAKiT software, and once billing for Community Development have begun, no further payments will be made DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 2 for use of the TRAKiT software once the City’s licenses in the TRAKiT software solution has terminated as set forth in paragraph 1. CentralSquare shall continue to support and maintain the City’s current TRAKiT products until the City is live on the new Community Development solution. 4.The Term of this Amendment shall be for five (5) years, which shall commence on the date that both parties have executed this Amendment. This Amendment will automatically renew for additional successive one (1) year terms unless a notice of non-renewal is given in writing, by either party, no less than three (3) months prior to the expiration of the current contract term. 5.In consideration of the rights and services granted by CentralSquare to City under this Amendment, City shall make payments to CentralSquare pursuant to the amounts and payment terms outlined in Exhibit 1. 6.City shall not, and shall not permit any other person to, access or use the CentralSquare Solutions except as expressly permitted by this Agreement. 7.CentralSquare will perform the Support Services outlined in Exhibit 2 using personnel of required skill, experience, and qualifications and in a professional and workmanlike manner. Upon Go-Live of the new hosted solution, all previous Support and Maintenance agreements shall be replaced by the terms of Exhibit 2. 8.Implementation and conversion from the City’s current TRAKiT application to the cloud hosted Community Development solution shall be performed according to a Statement of Work between CentralSquare and City attached hereto as Exhibit 3. 9.All other terms and conditions of the 2009 Agreement between the parties shall remain in full force and effect. In the event that any term contained in this Amendment shall conflict with a term in the 2009 Agreement, the terms of this Amendment shall control. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 3 IN WITNESS THEREOF, the parties hereto have entered into this Amendment to the Agreement as of the date first above written. City of San Juan Capistrano:CentralSquare Technologies, LLC: By: ____________________________ Name: ____________________________ Title:____________________________ By: ____________________________ Name: ____________________________ Title:____________________________ Attest: By: ____________________________ Name: ____________________________ Title:____________________________ Approved as to Form: By: ____________________________ Name: ____________________________ Title:____________________________ Jeffrey S. Ballinger City Attorney DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 Dan Maier CRO 4 EXHIBIT 1 Pricing and Payment Terms PAYMENT TERMS: 1.Cloud Setup fees: Advanced SaaS Subscription Cloud Setup fees will be due upon execution of this Amendment. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 5 2.Subscription fee: The Subscription Fees for the first year shall be due upon Go-Live of the new hosted solution. The subscription fee for any renewal terms shall be invoiced for the full year, in advance, on the anniversary of the Go-Live date of this Amendment. Subscription Fees for subsequent years are subject to a 4% annual increase. 3.Annual Support and Maintenance: i. Upon commencement of billing for the Annual Subscription Fees, Customer acknowledges the termination of the current maintenance billing structure for any legacy products that will be effectively replaced by modules listed in Exhibit 1. CentralSquare shall continue to provide Customer with Maintenance of these products until the transition to a new environment is complete, at which time Maintenance will be terminated. ii. A credit in the amount of the unused portion of Maintenance paid by Customer, if any, shall be applied towards Customer’s first Subscription Fee. The unused portion of paid Maintenance will consist of the amount unused as of Go-Live date. 4.Professional Services: Professional services for Public Administration Development services are due as incurred on a time and materials basis and invoiced regularly. All other Professional Services are fixed fees and shall be due 50% upon execution of this Amendment and 50% upon Go-Live. 5.Travel & Living fees: Travel and Living fees will be billed as incurred and invoiced monthly. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 6 EXHIBIT 2 Support Standards 1. CentralSquare Cloud Security Program 1.1. Access & Continuity. Logical access restrictions include VLAN data segregation, extensive deny-by-default access control lists, and Multi-Factor authentication required for System Administration. Business continuity is prioritized via daily encrypted backup stored offsite, virtual tape backup technology to counter loss of physical media, and full replication to disaster recovery site, with redundancy an availability through multiple carriers. 1.2. Security & Monitoring. SSL and IPSEC VPN with 256 bit encryption, web application firewalls, multi-layered infrastructure model with recorded internal and external CCTV, card access control, best of breed HVAC/fire suppression/physical security, and backed by 24-7 x 365 monitoring by a staffed operations facility for: Intrusion detection & prevention, DDOS mitigation, and automated network incident creation and escalation. 1.3. Testing, Audits & Compliance. 3rd party internal, external, perimeter vulnerability and penetration testing. Centrally managed patching, OS hardening program, and endpoint protection on all servers. Industry standard compliance includes annual completion of: SSAE18/ISAE Data Center Audit, SSAE18 Operations Audit, PCI-DSS Compliance Audit, Vulnerability Testing & CVSS Audit, and Control Self- Assessment Audit. 2. Service Level Commitments 2.1. Target. In each Service Period, the target for availability of the CentralSquare Solutions is 99.9% (“Availability Target”). “Service Period” means 24 hours per day Monday through Sunday each calendar month that Customer receives the CentralSquare Solutions, excluding Sundays between 12:00 AM and 12:00 PM Eastern Time for scheduled maintenance. During this time, Customers may experience intermittent interruptions. CentralSquare will make commercially reasonable efforts to minimize the frequency and duration of these interruptions and CentralSquare will notify the Customer if the entire maintenance window will be required. 2.2. Support Terms. Beginning on the Execution Date and continuing for twelve (12) months thereafter (“Initial Support Term”), CentralSquare shall provide the ongoing Support Services described herein for the corresponding Fees outlined in Exhibit 1. Upon expiration of the Initial Support Term, ongoing Support Services shall automatically renew, with customer paying for additional annual support periods, each a (“Renewal Support Term”). This renewal will continue until termination of this Agreement provided that, CentralSquare shall not give notice of termination if it would be effective prior to a period equal to two times the Agreement’s Initial Term. 2.3. Measurement. Service availability is measured as the total time that the CentralSquare Solutions are available during each Service Period for access by Customer (“Service Availability”). Service Availability measurement shall be applied to the production environment, and the points of measurement for all monitoring shall be the servers and the Internet connections at CentralSquare’s hosted environment. CentralSquare has technology monitoring, measuring, and recording Service Availability. The Customer, at their discretion, may also employ monitoring tools, not to override CentralSquare’s measurements for the purposes of calculating Service Availability. Additionally, the use must be: 2.3.1.1. mutually agreed upon by CentralSquare and the Customer. 2.3.1.2. paid, installed and maintained by the Customer. 2.3.1.3. non-invasive and may not reside on CentralSquare’s systems. 2.4. Calculation. Service Availability for a given month shall be calculated using the following calculation: 2.4.1. The total number of minutes which the service was NOT available in a given month shall be subtracted from the total number of minutes available in the given month. The resulting figure is divided by the total number of minutes available in the given month. 2.4.2. Service Availability Targets are subject to change due to the variance of the number of days in a month. 2.4.3. The total number of minutes which the service was NOT available in a given month shall exclude minutes associated with scheduled or emergency maintenance. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 7 2.5. Remedy. If the Service Period target measurement is not met then the Customer shall be entitled to a credit calculated as follows: Service Availability in the relevant Service Period Percentage Reduction in Monthly Fee for the Subsequent Service Period Less than 99.9% but greater than or equal to 99.0% 5% Less than 99.0% but greater than or equal to 95.0% 10% Less than 95% 20% 2.6. If not directly reported by CentralSquare, Credit entitlement must be requested by the Customer within sixty (60) days of CentralSquare’s failure to meet the relevant service level commitment. Customer shall not be entitled to offset any monthly CentralSquare Solutions fee payments, nor withhold fee payments, on account of a pending credit. Customer shall not be eligible for credits for any period where Customer is more than thirty (30) days past due on their account. CentralSquare will provide monthly reporting showing performance and service levels. 3. Server Performance & Capacity. 3.1. CentralSquare shall provide sufficient server capacity for the duration of this hosting Agreement to meet the reasonable performance requirements for the number of concurrent system users provided for in this Agreement. If the Customer requests, at some later date, to add additional CentralSquare Solutions, increase user licenses, increase storage or processing requirements, and/or request additional environments, these requests will be evaluated and if additional resources are required to support modifications, additional fees may apply. 3.2. “In-network” is defined as any point between which the data packet enters the CentralSquare environment and subsequently departs the CentralSquare environment. Any point of communications outside of the CentralSquare protected network environment shall be deemed as “out-of-network.”CentralSquare is not responsible for Internet connectivity and/or performance out-of-network. 4. System Maintenance. 4.1. CentralSquare Solutions maintenance and upgrades. CentralSquare will provide all hosted systems and network maintenance as deemed appropriate and necessary by CentralSquare. Maintenance and upgrades will be scheduled in advance with the Customer’s primary contact if they fall outside of the designated hours set aside for this function of Sundays from 12:00AM to 12:00 PM. 4.2. Hardware maintenance and upgrades. Hardware maintenance and upgrades will be performed outside of the Customer’s standard business hours of operation a nd the Customer will be notified prior to the upgrade. 4.3. Emergency maintenance.Emergency situations will be handled on a case-by-case basis in such a manner as to cause the least possible disruption to overall system operations and availability without negatively affecting system stability and integrity. CentralSquare will attempt to notify the Customer promptly, however if no contact can be made, CentralSquare management may deem it necessary to move forward with the emergency maintenance. 5. Incident Response. Incidents are defined as interruptions to existing service and can range in priority from urgent to low depending on the impact to the Customer. CentralSquare will make commercially reasonable efforts to respond to CentralSquare Solutions incidents for live production systems using the following guidelines: Priority Level Impact Description Performance Target Minimum Performance Goal % 1 Urgent An Incident that results in loss of Customer connectivity to all of the CentralSquare Solutions or results in loss, corruption or damage to Customer’s Data. CentralSquare will respond within 1 hour of the issue being reported. 95% 2 Critical An Incident that has an adverse material impact on the performance of the CentralSquare Solutions or materially restricts Customer’s day-to-day operations. CentralSquare will respond within 2 hours of the issue being reported. 95% DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 8 3 Non-Critical An Incident that does not result in a failure of the CentralSquare Solutions but a fault exists that restricts the Customer’s use of the CentralSquare Solutions. CentralSquare will respond within 4 hours of the issue being reported. 95% 4 Minor An Incident that does not affect or which has minimal adverse impact on the use of the CentralSquare Solutions. CentralSquare will respond within 24 hours of the issue being reported. 95% 5.1. Measurement. CentralSquare shall track and report on response and resolution time for application and hosting support issues identified by the Customer. 6. Disaster Recovery. CentralSquare provides disaster recovery services for CentralSquare Solutions. The costs for these disaster recovery services are included in the monthly fees. In the event that a disaster renders the Customer’s data center is inaccessible or rendered non-functional, CentralSquare will provide the ability to connect to the appropriate data center using software provided by CentralSquare. This will allow the Customer to connect to their systems from a remote site to the previously identified critical functions, however functionality may be diminished due to lack of access to hardware and/or software located in the Customer’s facilities. 7. Exceptions. CentralSquare shall not be responsible for failure to carry out its service and maintenance obligations under this Agreement if the failure is caused by adverse impact due to: 7.1. defectiveness of the Customer’s environment, Customer’s systems, or due to Customer corrupt, incomplete, or inaccurate data reported to the CentralSquare Solutions. 7.2. denial of reasonable access to Customer’s system or premises preventing CentralSquare from addressing the issue. 7.3. material changes made to the usage of the CentralSquare Solutions by Customer where CentralSquare has not agreed to such changes in advance and in writing or the modification or alteration, in any way, by Customer or its subcontractors, of communications links necessary to the proper performance of the CentralSquare Solutions. 7.4. a force majeure event, or the negligence, intentional acts, or omissions of Customer or its agents. 8. Incident Resolution. Actual response times and resolutions may vary due to issue complexity and priority. For critical impact level and above, CentralSquare provides a continuous resolution effort until the issue is resolved. 9. Service Requests. Service requests are new requests that will take less than 8 hours to accomplish. For new requests that require additional time, CentralSquare will prioritize these requests, and determine if extra time is needed to order equipment or software. 10. Non-Production Environments. CentralSquare will make commercially reasonable efforts to provide non-production environment(s) during Customer business hours. Non-production environments are not included under the metrics or service credit schedules discussed in this Exhibit. 10.1. Maintenance. All forms of maintenance to be performed on non-production environments will follow the exact structure and schedules outlined above in Section 3 for regular System Maintenance. 10.2. Incidents and service requests. Non-production environment incidents are considered priority 3 or 4, dictated by circumstances and will be prioritized and scheduled similar to production service requests. 11. Responsibility Summary Matrix. Responsibility Summary Matrix Description CentralSquare Responsibility Customer Responsibility ASP Server Hardware management X ASP Server File system management X ASP Server OS upgrades and maintenance X ASP Database product upgrades and maintenance X ASP 3rd Party product upgrades and maintenance X DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 9 Application Update Installation Request to install application updates X Installation of application updates X ASP Backup Management X Data and or File restoration Request to restore data and or files X Restoration of data and or files X Network ASP Network up to and including the router at CentralSquare’s location X ASP Router at Customer’s location X Customer’s network up to the router at Customer’s location X Customer Workstations X System Performance X X Add/Change users User add/change requests X User add/change implementation for System Access X User add/change implementation for CentralSquare Solutions X Add/Change Printers Printer add/change requests X Printer add/change implementation on ASP network X Printer add/change implementation for CentralSquare Solutions X Disaster Recovery X Password Management X X Application Management Application Configuration X Application Security Management X Accuracy and Control of Data X Security Intrusion and Penetration Testing X 12. Virtual Private Network (VPN) Concentrator. If Customer’s desired system configuration requires the use of a VPN concentrator, including router, this will be provided by CentralSquare. It will reside at Customer’s location but is, and shall remain the property of CentralSquare. 13. Customer Cooperation. Customer may be asked to perform problem determination activities as suggested by CentralSquare. Problem determination activities may include capturing error messages, documenting steps taken and collecting configuration information. Customer may also be requested to perform resolution activities including, for example, modification of processes. Customer agrees to cooperate with such requests, if reasonable. 14. Training. Outside the scope of training services purchased, if any, Customer is responsible for the training and organization of its staff in the operation of the CentralSquare Solutions. 15. Development Work. The Support Standards do not include development work either (i) on software not licensed from CentralSquare or (ii) development work for enhancements or features that are outside the documented functionality of the CentralSquare Solutions, except such work as may be specifically purchased and outlined in Exhibit 1. CentralSquare retains all Intellectual Property Rights in development work performed and Customer may request consulting and development work from CentralSquare as a separate billable service. 16. Telephone Support & Support Portal 16.1. Hours. CentralSquare shall provide to Customer, Monday through Friday, 8:00 A.M. to 5:00 P.M. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 10 Customer’s Local Time within the continental United States, excluding holidays (“5x9”). CentralSquare shall provide to Customer, during the Support Hours, commercially reasonable efforts in solving errors reported by the Customer as well as making available an online support portal. Customer shall provide to CentralSquare reasonably detailed documentation and explanation, together with underlying data, to substantiate errors and to assist CentralSquare in its efforts to diagnose, reproduce and correct the error. This support shall be provided by CentralSquare at Customer location(s) if and when CentralSquare and Customer agree that on- site services are necessary to diagnose or resolve the problem. If a reported error did not, in fact, exist or was not attributable to a defect in the CentralSquare Solutions or an act or omission of CentralSquare, then Customer shall pay for CentralSquare's investigation and related services at CentralSquare’s standard professional services rates. Customer must provide CentralSquare with such facilities, equipment and support as are reasonably necessary for CentralSquare to perform its obligations under this Agreement, including remote access to the Specified Configuration 16.2. Releases.Customer shall promptly install and/or use any Release provided by CentralSquare to avoid or mitigate a performance problem or infringement claim. All modifications, revisions and updates to the CentralSquare Solutions shall be furnished by means of new Releases of the CentralSquare Solutions and shall be accompanied by updates to the Documentation whenever CentralSquare determines, in its sole discretion, that such updates are necessary. 16.3. Case Number. Measured from the moment a Case number is created. As used herein a “Case number” is created when a) a CentralSquare support representative has been directly contacted by Customer either by phone, in person, or through CentralSquare’s online support portal, and b) when CentralSquare’s support representative assigns a case number and conveys that case number to the Customer. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 11 EXHIBIT 3 Upgrade Statement of Work Project: San Juan Capistrano, CA TRAKiT.Net to Community Development Upgrade CentralSquare is implementing a configurable, commercially available, off-the-shelf solution. The parties mutually agree and acknowledge this Statement of Work (SOW) is to be a planning document, not the detailed requirements or design of the solution. Project Start Date Parties agree the Project Kickoff Meeting will be scheduled within sixty (60) days from the Effective Date of the Agreement. Scope of Project The project includes the CentralSquare core system Community Development as detailed in the system Agreement. Services Scope The following outlines the proposed methodology for the project management, consulting, configuration, testing, training, and other services work necessary for the upgrade, with all components delineated in the Agreement. Details related to the activities for each application included in this project can be found in Appendix A. Project Teams Project teams from all parties will include functional experts, technical resources, and decision makers. Resource management is critical to success, for all parties. CentralSquare and the Customer agree to make all necessary arrangements to ensure resources are available at each stage to ensure timelines are met. CentralSquare uses a RACI (Responsible, Accountable, Consulted, and Informed) chart to outline the expectations from each member of the team, from all parties. A sample RACI Chart can be found in Appendix B of this SOW. Project Management Methodology The implementation is conducted by a cross-functional team of experts from several departments within CentralSquare led by the assigned Project Manager. A phased approach to project management is followed to ensure the critical services are consistent and results are achieved. Phases include: Initiation: This phase includes the contract execution and transition to the Service Delivery team. CentralSquare may schedule an all-team meeting to kick off the project. The kickoff meeting will include time for the project managers from both teams to review all contractual documentation and begin the process of finalizing the integrated project schedule. Planning: During the planning phase, the project managers from both teams will meet to discuss all tasks and resources necessary to successfully complete upgrade. The project team from CentralSquare will be finalized, project governance will be established, and a communications plan will be drafted and shared with the parties. Deliverables during the planning phase include the integrated baseline project schedule, communications plan, resource plan, and governance plan. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 12 Monitor and Control: Throughout the project, the project managers will work together on monitoring and controlling the overall project health. This includes regular status meetings/reports, quality reviews, managing risks/issues, and managing resources. Project managers will work together to manage the overall timeline, scope and respective of scope will be immediately address by Central Square and customer Project Manager. Project governance is essential to establishing a decision making and communications model for the project. Key stakeholders will be identified by all parties and regular status meetings will be scheduled to review the project health, risks to timeline/budget, and issues that may block forward progress. Deliverables during this phase include regular status reports, risk/issue log, regular stakeholder meetings, and all project schedule updates. Project Close Out: The final stage of the project includes the transition to the Customer Support team and the Customer Success team. During transition, the project managers will work together to conduct an audit of tasks and deliverables associated with the project. Any mutually agreed upon delayed deliverables will be scheduled for post go- live and documented. Any contracted post go-live activities will be reviewed and scheduled as necessary before transition to Customer Support. Upgrade Methodology CentralSquare Professional Service Consultants and Project Manager follow a standard upgrade approach divided into stages throughout the course of the project. Several types of services and resources (defined herein) will be used during each stage to complete the necessary steps for successful deployment of the contracted services. The Services aligned to the upgrade may include Consulting, Technical and Installation, Data Conversion, and Training. The upgrade methodology is a four-stage approach that includes: Analysis: During this stage of the upgrade, if the Customer has elected to purchase the Business Process Optimization add- to review the current workflows of key functions the Customer is utilizing today. Decisions related to configuration changes will be documented in the Business Process Optimization Report and/or a Decision Workbook and delivered to the customer for review and concurrence. Where necessary, a CentralSquare Data Conversion Specialists will meet with the data experts from the Customer and review the contracted elements for any conversion tasks included in the contract. Deliverables during this stage may include Decision Workbooks, for newly added modules and/or the Business Process Optimization report. Configuration: If included in the contract, any decisions documented in the Decision Workbooks during the Analysis stage will be completed by a CentralSquare Consultant. If configuration services are not included in the contract, the customer will be required to complete the configuration changes to the system, after the upgrade is complete and Customer is live on new Community Development system. Testing: During the testing stage of the project, the project teams will work together to ensure the new application is functioning properly. Once testing is complete, any refresher training included in the contract will begin (see the Appendix A for an overview of training included in this project). Deliverables during the testing stage include the Go- Live Readiness assessment. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 13 Deployment: Once the project passes the Go-Live Readiness assessment, final planning for Go-Live takes place. This will include completing any included training, defining a communications plan for Go-Live, and defining a Go-Live schedule that is mutually accepted. Deliverables during the deployment stage include a go-live plan, cutover schedule, and communications plan. Professional Services Consulting Services: If purchased, include both interactive and independent engagements with CentralSquare subject matter experts on the various applications and functions. Types of activities included in Consulting Services are customer workflow analysis, application workshops, and configuration assistance. Also included in the consulting activities are engagements aimed at supporting the customer with testing and go-live activities. More detail on the engagement related to Consulting Services related to this project can be found in Appendix A. A successful consultation includes multiple platforms of learning and training; therefore, the customer will provide ample workspace in order to be successful in this type of engagement. Network connections, training facilities that include computers, projectors, Wi-Fi access, recommended network configurations in place, and scheduling considerations are imperative so that all who would benefit from collaboration and training may attend. Technical Services: Technical Services include activities related to hardware installation (as necessary) and the initial software installation of CentralSquare applications. This includes the services for the provisioning of additional environments for the contracted applications: application environments included in this contract are Production (Pre- Production during upgrade), and Training/Testing (where applicable). The Pre-Production environment will become the Production environment upon Go-Live. All activities related to configuration, testing, and training will take place in the Pre-Production environment. Prior to Go-Live, CentralSquare will scrub the Pre-Production environment of all training and testing data and prep for Production Go-Live. The Training/Test environment will be provisioned in the days leading up to Go-Live in an effort to minimize the additional work needed to keep environments aligned. Once the Training/Testing environment has been completed, and the Production environment is live, the ongoing maintenance for configuration alignment between the two environments will be the responsibility of the Customer. Training Services Utilizing a global methodology for user training across all product lines ensures the preparation, documentation, and delivery of training is effective across all CentralSquare branded core applications, add-ons, and interfaces. Training sessions can occur through multiple vehicles such as live-online, and e-learning on demand. CentralSquare Consultants work with customer administration and subject matter experts to establish a training plan to include the course objectives, schedule, location(s), and participants. CentralSquare provides a hands-on, interactive approaches to user training: End-User and Train-the-Trainer. End-Users are defined as employees who will access the application(s) on a regular basis to perform their daily activities. End-User classes incorporate various functions based on realistic scenarios focused on process using the applications inherent tools to ensure productive use of the system at and after Go-Live. Topics in End-User courses will include data entry, searching, reporting, and application navigation. Train-the- CentralSquare uses a teach and teach-back approach for Train-the-Trainer to allow for our Consultants to evaluate the Traine CentralSquare applications. Successful trainings rely on the customer to dedicate assigned personnel to attend sessions limiting the interruptions of normal work duties. To ensure training is most successful the Customer will provide appropriate classrooms, DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 14 facilities, connectivity (networks and lines to data terminals), devices with system software installed, and related equipment/materials to support each training class. With a hands-on and interactive approach to training, every effort should be made to include one full-function workstation per student, one full-function workstation for the instructor, necessary projection equipment, a whiteboard, and network connectivity. Every attendee should have the prerequisite skill sets, operations knowledgebase, and dedicated time to complete follow-up tasks after the completion of the training. See Appendix A for an overview of trainings included with this project. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 15 APPENDIX A: Application Deployment Strategies PRODUCT:TRAKIT UPGRADE [FROM TRAKIT.NET V2020 TO COMMUNITY DEVELOPMENT V 19.X] Migration The largest part of this project is the initial work to transition to the new Community Development software. This work will include the creation of a new hosted environment that the client will transition into at go live. Below are the tasks included in this project. Planning: To begin, we jointly perform a comprehensive analysis of your current processes related to core system functionality. During the review we will document if any adjustments can help meet the most common goals of minimizing costs and maximizing throughput and/or efficiency. In many cases, new features can be incorporated into the existing process to achieve the best practice use of the new version of the software or a new module or integration will also be purchased and reviewed. Significant tasks include: Major Task Description Business Process Optimization The Central Square Consultant will meet with different areas of Community Development to review and analyze existing business processes. These sessions will be used to discover if best practices are being utilized. All sessions will be discussions on processes relating to that area within Community Development. Deliverable: Community Development Formal BPO Report and Recommendations. No Configuration is included GIS Standard Workbook Introduction The GIS consultant will conduct a presentation on the Standard GIS features and how this integration can benefit your agency. The GIS Specialist will also introduce and walk the agency Workbook Introduction(s) The consultant will introduce and walk through the workbook(s) for any added modules which will be used to capture the existing state of the clients applicable Community Development modules. Data Migration Mapping The consultant will work to be migrated into Community Development. This will be used to ensure all new source data is mapped into the proper target data field in Community Development Advance License Processing Business Process Review The CentralSquare Consultant will meet with the department responsible for managing the Regulatory Licensing and Renewal processes, to gain a full understanding of the business needs. This review is used to analyze the existing processes and determine how best to Monitor & Control: We build a test plan specific to your system and modules and start iterative testing that continues throughout implementation. Also, our data conversion team guides you through the data conversion process. Admin training begins. Significant tasks include: Major Task Description Installation Installation of the latest version of the Community Development software will include the This will be the pre-production environment the customer will review prior to going live. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 16 Major Task Description The GIS Work-Booking Process The Consultant will work with the client remotely across multiple sessions to refine the GIS workbooks to a final state of acceptance. GIS System Configuration CentralSquare Technologies configures system according to signed GIS Workbooks. Client provides additional information as needed. No other configuration services are included in this quote. Python Scripting and Geo Database Delivery The GIS Specialist builds Python scripting by GEOTYPE (example: Parcel, Address, Street) based on the Land Management Workbook to gather required data to populate the appropriate Community Development database tables for initial delivery and installation at the client's site. Upon completion of the scripting, the GIS Specialist delivers the GEO database to the Database Specialist for inclusion in the initial delivery of the client's testing database. Configuration Validation CentralSquare Consultant completes the Configuration Validation checklist of the system to verify system is configured to meet the requirements. Admin Refresher Training The Admin Refresher Training covers all modules. This session is designed to refresh existing configuration within the Community Development system. Admin Refresher Training Administrator refresher training classes, designed as hands-on workshops, include reviewing new features added to code tables, picklists, system settings, and assignment of security permissions. These sessions are designed for supervisors and current and new system administrators. These classes generally are limited to six participants (or as determined by mutual agreement of the CentralSquare and Customer Project Managers) and should be attended by those responsible for maintaining user information and code tables, as well as by subject-matter experts in the specific application area. Customer should be prepared to host training in adequate environments. Class Title # of Classes Training Type Intended Audience Topics Location Subject Matter Expert Training 1 Instructor-led System Admins, Client SMEs & Core Team Members General Navigation, Overview of each module is testing strategy Remote Admin Training 1 Instructor-Led Current & New System Admins Covers all modules, designed to train local administrators of the system and covers all areas of configuration with the system Remote Custom Report Development: The Report Development team will work directly with the Client to identify reports to be created. The reports will be chosen by the client in conjunction with the number of hours available for this task. CentralSquare will scope the requested reports and assign hours to each. The Client will then choose and prioritize the reports that are to fit into the available hours. Hours assigned to each report will include specifications, development of the report, and modifications (within scope). Delivery of the reports will be made as they are completed and approved. If the client requests additional reports, outside of the project scope and hours, CST will provide a quote for those services. Data Migration CentralSquare will process a one- production database format. The conversion program will be designed to run while the target database is in full DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 17 operation; however, because of the volume of data being processed, it will be ideal to execute the conversion during a window of minimal usage. Additionally, the data conversion consultan data does not cause any adverse effects, once migrated to the new Community Development format. Notes: 1.The client will need to make sure any changes to their existing production configuration is replicated to the new pre-prod environment, to ensure no configuration changes are lost at go live. INTEGRATION/INTERFACES: Integrations and/or interfaces Included in this project include: Integration/Interface Use of System Type / Frequency Import/ Export Interface Method Document Management System (DMS) Processing documents between Community Development and 3P document management solutions On Demand Export File Based DLL Financial Batch Export Queries system for payments and creates a file to be processed in a 3rd party GL Nightly Export SQL Stored Procedure & SSRS Report Land Parcel Management Update Routine Ensures the land parcel data within the system, stays up to date Nightly Import File Based DLL Bluebeam Opens and saves PDFs within the system for plans review and markup On Demand File Based DLL ESRI GIS Uses a published rest endpoint from ESRI to display map data with the system On Demand Import Web Services Over the Counter Payment Gateway <Please see Notes: below> Interface for credit card payment processing On Demand Import/ Export File Based DLL Online Payment Gateway <Please see Notes: below> Interface for credit card payment processing On Demand Import/ Export File Based DLL Notes: 1.Client will need to contract with a new payment provider, to accept payments over the counter (OTC) and/or online and provide credentials to CentralSquare within 20 days of project initiation. a.Supported online Payment Providers i.Authorized.Net ii.USA ePay iii.Elevon Converge iv.PayFlowPro v.JetPay vi.Paymentus vii.Cardknox b.Supported over the counter Payment Providers i.Paymentus DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 18 ii.Cardknox Testing: Go Live. This includes knowledge transfer, end user training, and change management. Significant tasks include: Major Task Description Testing The testing phase is an iterative process, conducted by the client, to help assess the especially important to ensure a smooth transition before the final cut-over. Go Live Support This session will be used to provide support for Go Live. End-User Refresher Training The End-User Refresher Training provides hands-on, process-based instruction focusing on key and/or General training of each module. End-User Refresher Training can be tailored to meet DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 19 TRAINING: Within Testing and Deployment, End-user training is completed. Refresher Training: End-user refresher training included provides an instructor-led hands-on review designed to provide the experienced user with the skills to utilize the newest features included in the latest version of the Community Development software. The End-User Refresher Training provides hands-on, process-based instruction focusing on key tasks related End-User Refresher Training can be tailored to Customer should be prepared to host training in adequate environments. Core Solution # of Classes Training Type Intended Audience Topics Location Refresher Training 1 Instructor-led Training Current Users of the ComDev System General Navigation, refresher training of each module demonstrating new features included in this version Remote Deployment: Starts with the completion of your production environment. Then, we conduct a mock Go Live. Finally, once both teams agree on readiness, we Go Live. Significant tasks include: Major Task Description Configure Production Environment CentralSquare Consultant completes the Configuration Validation checklist of the system to verify system is configured to meet the requirements. Plan Cutover Schedule and Comunications Describes tasks to be handled by CentralSquare and Customer personnel during the initial cutover to Go-Live, including a detailed schedule of CentralSquare personnel covering each shift with resources, process for reporting issues, how they will be handled or escalated, contact names/phone numbers onsite staff, remote and third-party vendors. Execute Go Live The transition from the legacy system to the Community Development system. Conducts normal day-to-day business with the new system. Go Live Support This session will be used to provide support for Go Live. The topic will be determined by client needs. See Go Live below. GO LIVE: Included in this project, the Project Managers will work together to create a Go-Live Plan to include a schedule of events, resource allocation, communications plan, and issue log. Additionally, CentralSquare will support the Go-Live with the following services: Type of Resource; Role Number of Days Onsite or Remote Consultant; Supporting staff during go live event 1 Remote CentralSquare Project Manager; Supporting project during go live event As Needed Remote Note: DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 20 1.Go Live cut overs are generally scheduled during the week. This facilitates having CST staff readily available, to support the effort. If a weekend go live is requested, there will be an additional charge, to ensure the proper resources are available. Definitions: Key Deliverables Description Frequency Owners Project Management Plan Guides the project management team to monitor and control expectations, budget, scope, schedule, communication, and quality. Finalized during the Planning phase during discussions about Project team and timeline CentralSquare Project Management Team Project Schedule Identifies tasks to be completed during the life cycle of the project including the key SOW tasks, resources, durations, milestones, and delivery dates An updated schedule will be provided as needed CentralSquare Project Mgr. and Customer Project Manager Communication Plan Describes the key project team members from CentralSquare and Customer Executives to Subject Matter Experts, includes, roles and responsibilities, and contract information Provided at Kick-off and updated as required CentralSquare Project Manager Decision Workbook Workbook that contains customer decisions regarding processes and system configurations. Provided at Kick-off and updated as required CentralSquare Consultant Monthly Status Report Following regular status meetings, the CentralSquare PM will provide an updated status report Determined by Customer need during kickoff CentralSquare Project Manager and Customer Project Manager Issues Log Tracks risks and issues, Assignments, progress, mitigation strategies, due dates, and other relevant information for managing risks and issues Determined by Customer need during kickoff CentralSquare Project Manager and Customer Project Manager DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 21 Risk Register Classifies the risk based on probability and impact to the overall project and develops mitigation and response plans, where appropriate. Maintained throughout the course of the Project CentralSquare Project Manager and Customer Project Manager Test Workbook Workbook that contains all test and assessment cases completed during the implementation. Provided at Kick-off and updated as required CentralSquare Project Manager Go Live Plan Describes tasks to be handled by CentralSquare and Customer personnel during the initial cutover to Go-Live, including a detailed schedule of CentralSquare personnel covering each shift with resources, process for reporting issues, how they will be handled or escalated, contact names/phone numbers onsite staff, remote and third-party vendors. A draft will be provided prior to Go- Live, reviewed with the Customer, and finalized for distribution to stakeholders CentralSquare Project Manager and Customer Project Manager Services to Support/CSM Project Closeout Report The delivery of formal closing documents as part of acceptance includes completed project artifacts outlined above, change order summary, lessons learned and recommendations, risk and issues log, customer support transition plan, and description of steady state operations. Provided at the end of the project CentralSquare Project Manager DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 22 APPENDIX B: Sample RACI Chart DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 23 Sales Cust Succe ss Suppo rt Account ExecutivePMO Senior LeadershipPM ManagerProject ManagerRMO LeadershipResource PlannerSD Senior LeadershipSD ManagerTrainerConsultantInstallation SpecialistData Conversion SpecialistGIS ManagerGIS SpecialistCloud Team LeadershipCloud TeamCust Success ManagerSupport AnalystCustomer SponsorCustomer PMCust Functional LeadsCustomer SME'sPhase 1: Initiation Assigning a Project Manager R, A I I Sending Introductory Email to Customer R, A I I Performing Contract / Project Setup and Intelligence Review C R, A I Sizing a Project for Velocity C R, A C Requesting an Implemenation Guide C R, A Building Project Folder R, A Building Initial Draft of Project Artifacts C R, A Initially Contacting Third Party Vendors R, A Requesting Work From the Cloud Team R, A I I I Sending Welcome Package to Customer R, A I I I I I Conducting Sales to Service Transition Call C C R, A C I I I I C I I Initially Calling Customer R, A I I C I I Drafting Initial Project Timeline R, A I C I I C C C Completing Project Initiation Checklist R, A I C C C Phase 2: Planning Performing Project Kickoff I I C R, A I C C C C C C C I I C C C C Scheduling Resources I C C R A,C I I I I C I I Reviewing Project Plan with Customer R, A I I C C C Receiving Project Plan Customer Signoff I I R, A I I I I I I I I I I I I C C C C Completing Project Planning Checklist R, A I C C C Phase 3: Monitor & Control Conducting Cadenced Status Meetings R, A C C C C C C C C C Completing Monthly Status Reporting I I R, A I I C C C C I C I I I Performing Issue Management I C R, A I C C C C C C C I C I C C C Performing Risk Management I C R, A I C C C C C C C I C C C C C Performing Change Control Management R, A C C C C Performing Change Management C R, A R R R Performing Project Health Management I C R, A I C C C C C C C I C I C C C Performing Executive Stakeholder Management I C R, A I C C C C C C C I C C C I I Preparing for Go-Live I C R, A I C C R R C C C C C I I I C C C Conducting Go-Live I I C R, A I C C,R R R R C R R I C C C Workflow Analysis I I I C C R A C C C I C C C Analyze Technical and Functional Requirements I I I C C R A C C C I C C C Data Migration Mapping I I I C I A C R C C I C I C Build Environment I I I I A R C C I I C C Configure Environment C R C C C I I C C Unit Testing A R C C C I I C C Adminstrative Workshops R C I I I I C C Data Conversion I I A C R I C I I I I Testing I I R C I C C Fix Issues and Retest I C R A C C C System Sign-Off A I R C I C I C C C Knowledge Transfer/User Training I I R Go-Live Readiness A I R I I I I Configure Production Environment I I I I C R C C Plan Cutover Schedule and Communications R C C C I C C C Pre-Launch Testing I R C Go-Live + Communication I C R C C C I I I I Phase 4: Closeout Completing Transition to Support and CSM I I R, A I I I I I I I I R R C C C Delivering Post Go-Live Items R, A R R R R R Performing Post Go-Live Issue Resolution R, A R R R R R R R Conducting Closeout Meeting with Customer R, A I C C C Performing Contract Reconciliation R, A I Completing Lessons Learned I C R, A I C I C C C C C C C I C I I Archiving Project Folder R, A Performing Management Review C R, A Closing Project in OpenAir R, A Completing Project Closeout Checklist R, A Stage 1: Analysis Stage 2: Configuration Stage 3: Testing Stage 4: Deployment Service Delivery Customer Cloud ServicesProject Management GISRMO •Responsible (Who is/will be doing this task?) •Accountable (Who is the decision maker?) •Consulted (Anyone/stakeholders that can talk about it.) •Informed (Whose work depends on this task/needs to be kept up to date?) DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 24 APPENDIX C: General GIS Requirements for the GIS Standard Integration Introduction Community Development includes a property record application where users can look up current parcel activity and information related to the parcel. The GIS Module is at the heart of the system and provides comprehensive land data obtained from either the a accuracy. Users can conduct a preliminary screening of a property and then link a project, permit, code enforcement case, or license record directly through GIS Module. The GIS integration requires map services to be provided and maintained by the client, and our Land Management Update Routine (LTUR) performs a one-way update process pushing updates to the Community Development data daily/weekly/monthly outside of business hours. GIS Data Requirements All GIS feature classes, also referred to as layers, must have correct geometry in an Esri-recognized local projection. The client is responsible for providing and maintaining GIS data in a consistent format, including the feature class name, location, field schema, projection, etc. Unique types of features, such as parcels, two counties who provide street data, the client will need to combine both street data feature classes into a singular layer. the appropriate fields in the Community Development database enabling them to appear in the system. Data attribute requirements are limited; however, missing attributes will result in empty values for the associated attributes in the system. A limited number of user-defined fields are available in the system to enable the client to include attributes that our outside of the standard fields. GeoTypes GeoTypes are the core GIS features integrated into Community Development and include any of the following features: Parcels: required Address Points: recommended Streets: recommended Others can be discussed with the GIS Specialist during the initial consultation A dedicated ID field (string data type) is required for each GeoType feature class except for parcels, which cross GeoTypes, and the ID and other critical fields are required to be present in the primary published map service. Condominiums may be represented with stacked parcels. Boundary / Polygon Layers Typical boundary layers include zoning, city limits, historical districts, flood zones, etc. A limited number of spatial joins can be configured by CentralSquare to add attributes from boundary data to the GeoTypes to enable full functionality. The most common example is joining the zoning layer to the parcel data. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 25 For clients with the GIS Advanced license, geography-based Spatial Rules triggering fees, reviews, inspections, and more during the creation of permits, projects, code cases and licenses are based on the relationship between GeoType Layers and others. The client is required to supply any polygon layers that are to be used to designate areas impacted by Spatial Rules. ArcGIS Enterprise (Server) Requirements Server. The ArcGIS instance does not need to be solely dedicated to this purpose but must meet the requirements below. ArcGIS Enterprise versions 10.3.1 to 10.8 (check with CentralSquare on later version compliance) Authentication/Security o The client must provide CentralSquare with login credentials for one of the built-in Portal for ArcGIS user types o Web-tier authentication using Windows Authentication is not supported for cloud clients; however, on premise clients with version 18.2 HF09 or later may utilize this. o SAML based Active Directory based Federation is not supported. However, Portal for ArcGIS can use built-in account. available externally through the web. This typically requires the ArcGIS Web Adapter to reside in o CentralSquare will require built- data for Land Management Update Routine. o SAML and Web-tier based authentication will not be supported. Development work in progress. ArcGIS Map Service Requirements The Community Development GIS integration relies on ArcGIS map services that are created and maintained by the client. Map Service Rules and Requirements Community Development requires an Admin Portal user and password to consume REST URLs from a portal Map services must be available externally through the web for Cloud clients. All map services must start with Layer (0) and run consecutively without gaps between layer numbers Additional service-specific requirements are outlined below Required Map Services The client is required to provide a minimum of three dedicated ArcGIS map services. Those and additional optional services are outlined below. 1.Feature Map Service This map services provides the GIS data necessary to populate and maintain the data in the Additional Requirements: Must include all layers to be integrated with Community Development DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 26 Feature access must be enabled with Query/Data operations allowed All layers must be in same projection 2.GeoType Map Service The GeoType Map Service is used to provide access to ESRI feature class data in the management of the Community Development Software. Additional Requirements: Feature access must be enabled All layers must be in same projection Symbology is not important (this does not produce a viewable map) 3.Display Map Service The Display Map Service provides an interactive view map in the application. The client should build this map service with the symbology, scaling, and layer order that will provide end users the best and most complete experience. Additional Requirements: Must include the GeoType layers This service should not contain more than 20 layers. Additional display map services may be configured if more layers are desired 4.Optional Display Map Services functionality to your users. Additional Requirements: Details: Aerial Photos: o Must be a tiled, cached map service. This will produce the fastest display of your aerial imagery. o Image Services are not supported. o More than one aerial photo map service can be implemented, but only one aerial map service can be on when the map view is compiled. Google map key. Clients will need to provide this key and add the Community Development URL as a valid referrer Map services can be specific to departments within your organization, such as public works, utilities, recreation facilities, etc. o Routing services via Network Analysis Server o Geocoding services DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 27 APPENDIX D: Cloud Services CentralSquare and Customer will conduct the following as part of this project. SAAS Tasks Name Description Customer Role CentralSquare Role 1.Creation Initial Creation of Development software Attend Discovery Call Discovery Call Complete install and data migration 2.Test Account Creation Test Account Creation is the creation of the test account which is cloned from the pre- production environment. Validate Account Create Test Account Assumptions CentralSquare will migrate all Customer data into the Community Development database and CentralSquare will install the Community Development software into our Public Government Cloud environment, managed by our Cloud services team centers and provide access to the Customer through a standard URL. We will also provide a VPN device to access the URL to secure Customer required third-party integration identified for this project. CentralSquare will complete all work remotely CentralSquare will create one (1) Production Account and one (1) Test Account as part of the Agreement. Additional accounts will require additional hours added under separate quote by mutual written Roles and Responsibilities CentralSquare: Load files and perform initial configuration of all licensed CentralSquare applications, including base and add-on modules, and interfaces to third-party applications. Configuration includes activating appropriate modules, table set up, and selection of mandatory configuration settings based on combination of CentralSquare applications purchased. Set up test environment as mirror copy of the production environment. Conduct a test to verify that CentralSquare applications have been installed and configured successfully, operating properly, and are ready to begin the implementation and configuration process. Note: Not all CentralSquare components may be ready at this point, for a full test, but a DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92 28 reasonable effort ensures CentralSquare components are ready for the next step in the process. CentralSquare installation services will ensure that all needed components are prepared and ready prior to conducting subsequent activities for the specific application area according to the agreed upon Project Schedule. Customer: Participate in planning activities (conference calls, emails) with CentralSquare Application Installation Consultant and Technical Lead. Provide ac -party) as required for CentralSquare Technical Lead and Application Installation Consultant to perform installation and migration tasks. Attend knowledge transfer sessions focusing on how to prepare workstations or mobile computers to run CentralSquare applications. DocuSign Envelope ID: 53E8BDB3-0053-4998-A602-9D96ABF17A92