12-1009_PORTFORD SOLUTIONS_Personal Services 1st Amendment Agreement FIRST AMENDMENT TO
PERSONAL SERVICES AGREEMENT
THIS FIRST AMENDMENT TO THE PERSONAL SERVICES AGREEMENT
between the CITY OF SAN JUAN CAPISTRANO ("City") and . PORTFORD
SOLUTIONS, ("Consultant") is made and entered into, to be effective the W
Wl-
day of August,-2012, as follows:
RECITALS
WHEREAS, the City and Consultant have entered into a Personal Services
Agreement dated July 1, 2012, to provide on-going licensing fees, technical support and
maintenance of the City's document imaging system maintained in the City Clerk's
office (the "Agreement"); and
WHEREAS, the City and Consultant desire to amend the terms of the Agreement
as provided hereunder.
AMENDMENT
NOW, THEREFORE, in consideration of the promises and mutual covenants
contained therein, City and Consultant agree to amend the following Sections of the
Agreement as follows:
Section 1. Scope of Work
The Scope of Work for the project shall be expanded to include services as
described in Exhibit"A."
Section 3. Compensation
The total compensation for the services hereunder shall be increased by two
thousand eight hundred dollars ($2,800) for the work described in Section 1 of this
Amendment.
All other provisions of the Agreement not amended hereunder shall remain in full
force and effect.
ATTEST. CITY O SAN J C 7RANO
� r
By: l !;
Taiijlfris City Cler ust, Cify Manager
APPROVED AS TO FORM: CONSULTANT
BY: By:
Omar San oval, City Attorney ton,, rtF rd S utions
PortfirdsOLU 9ONIS
Statement of Work (SOW)
Prepared for
1-3
MM 1961
1776
KOFAX Batch Class Configurations
This SOW defines a solution to the reconstruction
of"missing"Kofax Capture Batch Classes
Prepared By:
Bradley Greli
949-333-04023
Brad.Grelf .porttordsolutions.com
Portford Solutions Group, Inc. (PSG)
9641 Irvine Center Drive
Irvine, CA 92618
www. .portfordsolutions.corn
2.0, Final
August 7, 2012
Statement of Work Page 3 of 9
Contents
1 Introduction..............................................................................................4
1.1 Document Format.............................................................................4
2 Our Understanding...................................................................................5
2.1 Project Background........................,..................................................5
2.2 Project Scope....................................................................................5
3 Solution Implementation Approach ..........................................................5
3.1 Batch Class Creation ........................................................................ 5
4 Estimated Solution Costs.........................................................................6
4.1 Professional Services— Kofax Batch Class Creation........................6
5 Terms and Condition................................................................................7
5.1 Implementation Assumptions............................................................7
5.2 SOW Terms......................................................................................8
6 SOW Approval.........................................................................................9
/�
Portfdrd Version 2.0,Final
Statement of Work Mage 5 of 9
2 Our Understanding
This section presents Portford"s understanding of the project.
2.1 Project Background
The City of San Juan Capistrano (°CoSJC') currently has a document management
and capture system comprising of EMC's ApplicationXtender(AX) and Kofax Ascent
Capture.
2.2 Project Scope
The requested changes will be conducted using remote access and will be
performed on CoSJC's Production Kofax environment:
The City will review the current AX configurations with departmental management to
confirm or revise current Applications and associated indices as necessary. Once
that structure has been confirmed, PSG will advise the City on best methods for
modifying AX Applications as required.
Based on the above revisions, Portford will create and configure a subset of the
current-58 Batch Classes to match the CoSJC's revised AX applications_
This work to be completed remotely using already established VPN connectivity.
3 Solution Implementation Approach
3.1 Batch Mass Creation
This section outlines the tasks and activities required to complete the configuration of
Kofax Batch Classes.
i Implementation Description No.
Day
Kofax Based on the AX revisions, Portford will create and 2
Reconfiguration configure a subset of the current—58 Batch Classes to
and Testing match the CoSJC's revised AX applications
T Total: 2
Portford Version 2.0, Final
Statement of Work Page 7 of 9
5 Terms and Condition
This section contains the terms and conditions for the Statement of Work.
5.1 Implementation Assumptions
Portford has identified the following assumptions pertinent to the project proposal.
Failure to adequately address these assumptions may result in this project requiring
additional time and costs to complete.
• All of the quotations for the level of consulting effort, and therefore fees, are
based on our definition of the project scope and deliverables as specified in
this proposal. The customer will work with the business end client to facilitate
the necessary user involvement from the client representatives.
• Any potential inter-dependencies with other projects are not anticipated at this
time and must be evaluated to assess impact to project cost and scheduling.
Once known, Portford will immediately notify the customer in writing of any
scope changes that may affect the project schedule and/or fees, and will
provide a written statement of project impact and additional fees. However,
Portford will not begin work on such change without formal written approval
from the customer's project management.
• All key customer representatives will remain consistent through the duration of
the project, and will attend scheduled project activities. Should any additional
key participants be identified during these meetings,the customer will work
with Portford to involve these resources in the project and make them and all
key participants available as needed for the successful completion of the
project.
• The customer is responsible for obtaining the formal sign-off of all project
deliverables.
Po�Ord ,,- ;�;., Version 2.0,Final
Statement of Work Page 9 of 9
6 SOW Approval
We very much look forward to working with you on this key project. If you have any
questions or require additional information, please feel free to contact Bradley Grell at
(949)333-0402.
Portford Solutions Group, Inc. The City of San Juan Capistrano
PJ CL�'vC
By: By:
Title: VO 122 Title:
c` + '�
Date: Date:
Version 2.0,Final
Portford,=ol i.ncAs