Professional Services Agreement - Implement PLL CityWorks Module for Business Licensing - Woolpert

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Task 1.1: Conduct Pre -Planning Discovery Woolpert's Project Manager and Senior Systems Analyst will jointly facilitate a series of pre -planning discovery sub - tasks for the purposes of: 1) understanding the Client's over -arching business objectives and strategies; 2) aligning the Client's stated technical and functional requirements with the governing project plan (contract, Statement of lauon,se Work documents); and 3) identifying and documenting any 9 critical performance requirements that have not been adequately addressed to date (critical / unique licensing processes, system interfaces, unique workflow details, specific reporting requirements, data conversion requirements). Review Define llwse t Ultimately, we are utilizing this pre -planning discovery z 4 Design / opportunity to engage the Client's management team and Build Maintain technical leads to define the target system performance Phan measures the implemented permitting system will be required to support. By clearly articulating the Performance Management Roadmap implementing organization's implementation vision and aligning this with the corporate policies and goals, strategies, and objectives, we are able to establish the desired "to -be" position at the very on -set of the project. Woolpert will then compare requirements to the Client's current system baseline to define the outstanding measures that need to be implemented as part of the overall project. This will clearly establish the "roadmap" that will be used by project participants to navigate the design, configuration, and deployment phases of the project. The above diagram illustrates how the pre -implementation planning discovery is used to align implementation goals and objectives and establish the implementation road map. Any program elements that are discovered during this process that are not part of the Project Plan will be presented to the Client's management team for consideration. At their discretion, the Client's management team may elect to: 1) have these added to a revised Project Plan for inclusion in the core project implementation; 2) wait to address these issues as part of the Phase 5 — Extended Support; or 3) place them in a "parking lot" for future consideration outside of the scope of this implementation plan. Depending upon the Client's decision, Woolpert will make any necessary adjustments to the Project Plan and obtain acceptance from the Client. Related sub -tasks are as follows: Task 1.1: Conduct Pre -Planning Discovery Sub -Task 1.1.1: Woolpert to Prepare Request for Information (RFI) Sub -Task 1.1.2: Woolpert to Submit RFI to Client PM Sub -Task 1„1.3: Client PM to Facilitate Data Gathering Process and Provide Data to Woolpert (Client -Owned Task) Sub -Task 1.1.4: Woolpert to Perform Desktop Audit of Collected Information Sub -Task 1.1.5: Woolpert to Prepare for On -Site Discovery Workshops Sub -Task 1.1.6: Woolpert to Facilitate Pre -Planning Discovery Workshops Sub -Task 1.1.6.1: Day 1 Workshops - Permit and Process Review (On -Site Task) Sub -Task 1.1.6.2: Day 2 Workshops - Permit and Process Review (On -Site Task) Sub -Task 1.1.7: Woolpert to Document Workshop Findings in Technical Memorandum Sub -Task 1.1.8: Woolpert to Submit Updated Documentation to Client PM Sub -Task 1.1.9: Woolpert to Facilitate Remote Review Meeting with Client's Implementation Team Woolpert Deliverables SOUTH BEND, IN — BUSINESS LICENSING, PILL IMPLEMENTATION SERVICES I SCOPE OF WORK 16