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Home My WebLink AboutAgreement - Software Training - Provide 3 Days of Onsite System Training - Accela1316COUNTY-CITY BUILDING �� "`� �;� PHONE 574/235-9251 227 W. TEFFER30N BOULEVARD IWACE FAX $74/ 235-9171 SOUTH BEND. INDIANA 46601-1930 IIII CITY OF ! BEND PETE iUTTIGIEG, MAY IB BOARD i WORKS November 12, 2019 Ms. Kerry Bourdreaux Accela 2633 Camino Ramon, Suite 500 San Ramon, CA 94583 RE: Software Training Agreement Dear Ms. Bourdreaux The Board of Public Works, at its meeting held on November 12, 2019, approved the above referenced agreement for the training of City employees in the amount of $7,900. Enclosed please find the original of the agreement for your signature. Please sign and return the original agreement to our office and retain a copy for your records. If you have any further questions regarding this matter, please call this office at (574) 235- 9251. Sincerely, Linda M. Martin, Clerk Enclosure GARY A. GILOT GENEVIEVE E. MILLER ELIZABETH A. MARADIK LAURA L. O'SULLIVAN THERESE J. DORAU * MM, MW y; a ,� Sollftware Administration/ Training Agenda Configuration Training Last Revised: 11/4/2019 Page 1 of 4 s M f i• 1 •'... i 4 1 ii ` f. This coursework shall prepare the Core Team, those users who will be implementing the software, with the tools and knowledge to be able to assist in configuring the system to achieve desired results. All basic setup features will be discussed and practiced Timeframe Topics Videos/Course Guides w�........._................. y M Da 1 - A .......m on: Accela Introduction: Automation Getting Started • Navigation Login, Menu Bar, Admin/Daily, Modules, Preferences, Display Settings, Menu Navigation, My Creating Navigation, On-line help, V360 Organizations; Console vs Accela Automation Creating User • Access Groups; Creating Organization, User Groups and Users Users, Functional IDs (FID'S), security types and levels Configuring Reference Data -common Agency -Defined information used throughout Fields for Property; the system Managing Reference Data on o People and Property Property; o Address, Parcel and Configuring Owner Agency -Defined o Custom Attributes Fields for People; Managing Reference Data on People Day 1 - PM • Discuss Applications and Application Types Naming conventions, standards Configuring Record and best practices Types • Application Type Setup (4 Levels) throughout the system Configuring Intake Overview, Category Codes and Forms discuss linked categories (SmartChoice • Smart Choice Groups Groups) Associating the standard information sections for each Configuring ASI application type Groups; • Application Specific Info Configuring ASI ............ ..� ............. to .��....... Associating non-standard fields...... Sub rou s g��_.�..._......._......... .............� Configuration Training Last Revised: 11/4/2019 Page 2 of 4 .;�:1 I.;,�ti .., ;T�i. 0,1 , ,, r„ an Application Configuring ASI Application Specific Info Tables Tables Creating a table to store multiple data items, such as plumbing fixtures Timeframe ..............Topics ....................................... �.. ............................... Videos/Course .2..._..A.M...............................Wo.rkflo.w...___........_._.......................................................�.�. Guides Day .._ .� ..... Workflow Designer Setting up tasks for an Overview; Application Type Configuring • Conditions Workflows Setting up constraints for an object, which can be used to stop Configuring or enforce an Application process Conditions • Process Validation Placing checkpoints in the application process to determine validity of the Application Day 2 - PM • Fees Configuring Fee Fee types, fee formulas and Schedules; Adding setting up fees Fee Items to Fee _. ..mSchedules Day 3 - AM • Inspections Configuring Creating Inspections, Inspection Inspections; Groups, Inspection results and Configuring Guide Guide Sheets Sheets; Configuring • Standard Comments Scoring in Guide Creating standardized comments Sheets; Configuring to be used for workflow tasks, Related inspections, etc. Inspections; • Attachments Configuring Auto - Attaching documents, such as a Assign Inspections Deed to a parcel • Workshop Configuring Creating up an Application Type, Standard practicing setups for all of the Comments required steps of the process Configuring Document Codes Configuration Training Last Revised: 11/4/2019 Page 3 of 4 Day 3-PM • Review • Advanced Features Introductions o Data Filters o Quick Queries o Form Portlet Designer o Alerts o Smart Charts Configuring Data Filters; Configuring Global QuickQueries; Managing My QuickQueries; Designing Portlet Forms; Configuring SmartCharts Configuration Training Last Revised: 11/4/2019 Page 4 of 4 2633 Camino Ramon, Suite 500 San Ramon, CA 94583 ORDER FOR Address Information Bill To: City of South Bend IN Dan O'Connor 227 West Jefferson Boulevard South Bend, Indiana 46601 United States Order Form Proposed by: Kerry Boudreaux Contact Phone: Contact Email: kboudreaux@accela.com Quote ID: Q-16211 Valid Through: 12/1/2019 Currency: USD Billing Contact: Dan O'Connor Billing Phone: (574) 245-6201 Billing Email Address: doconnor@southbendin.gov Services Services Year1 Fixed Fee —3-day Onsite System Administration TraixoOning Travel and E .'.._.._............ �_. _.. enses nlv Additional Terms i Ship To: Dan O'Connor 227 West Jefferson Boulevard Suite 1200 S Innovation & Technology South Bend, Indiana 46601 United States Start Date End Date Term (Mths) 3/31/2020 Unit Price 1I Quantity I Total Price $6,000.00 1 1 1 $6,000.00 00 AO — 1 ...... $1 Total 1 $7,900.00 Form Approved by Legal (v09O52oi8) 1. No additional or conflicting terms or conditions stated in Customer's order documentation, including purchase orders, will be incorporated into or form any part of this Order Form or the governing agreement, and all such terms or conditions will be null. 2. If this Order Form is executed and/or returned to Accela by Customer after the Order State Date above, Accela may adjust the Order Start Date and Order End Date without increasing the total price based on the date Accela activates the products and provided that the total term length does not change. Accela will provide 3 days of Onsite System Administration Training to City of South Bend employees at a mutually agreed upon facility and date, and Customer shall pay USD$6,000 for such training ("Training"). Customer shall be responsible for all other costs and expenses incurred in connection with the Training including, but not limited to, travel, meals, incidentals, and lodging on behalf of its personnel. All Training shall be conducted in English and, to the extent Customer's personnel do have adequate English language reading and comprehension skills, Customer shall be responsible for providing appropriate interpretation and translation services necessary to ensure its personnel can participate in a meaningful and effective way in the Training provided by Accela. Customer employees may be required to take a test(s) and document their attendance during the Training. If a test(s) is given, a certificate of completion will be awarded to those individuals that complete and pass the required test(s). Ownership of any and all Training materials, including, but not limited to, all copies and derivative works, shall remain with Accela ACCELA CUSTOMER By: By: (Signatur _......._ w e) (Signature) ia�, Iwo (Print Name) Its: (Title) (Title) Dated: Dated: (Month, Day, Year) (Month, Day, Year) Form Approved by Legal (v09052ol8) BOARD OF PUBLIC WORKS AGENDA ITEM REVIEW REQUEST FORM Date 11/04/19 Department Name Daniel O'Connor Innovation & Tech BPW Date 11/12/19 Phone Extension 6201 wuuuuiwjuiiuw riH�u��uivxw oou0000mmmmmmmnmm oeeua mmuwu u�®uwuuuuuuuuuuuuuuuuuuuuuuuuuuuuummw�muxxxxM�rmw I�eq rd Prior to Submittal to Board BPW Attorney Attorney Name McDaniels Dept. Attorney Z Attorney Name Kennedy „m..............�.�.�.�.�.�.�.�.�.�.�.�.�.�... ... Purchasing Z Schmidt Check the AwroDriate Item Tvne [_] Professional Services Agreement 0 Contract Open Market Contract E Amendment/Addendum Bid Opening ❑ Bid Award Quote Opening ❑ Quote Award ❑ Proposal Opening [:] C/O & PCA No. ❑, Chg. Order, No. ❑ Traffic Control Other: Company or Vendor Name New Vendor MBE/WBE Contractor Project Name Project Number Funding Source Account No. Amount Terms of Contract Purpose/Description wired Information All Submissions Proposal LJ Special Purchase, QPA E Req. to Advertise E ] Reject Bids/Quotes PCA Resolution Ease./Encroach ❑ Title Shee Accela .............— — .___ ....................... aa��.�......... ..�.�.�................�� 0 Yes❑ If Yes, Approved by Purchasing No MBE Completed E-Verify Form Attached ❑ Yes WBE ❑ No Accela will provide 3 days of Onsite System Administration Training to City of South ....Bend wemployees rainin2 IT T .. �.-_. - �.m _.... ... ��_......._�m._��....................................._. 279-0672-415.39-70 $7,900 Instructor Led 3 day On -site traimg_ Accela will provide 3 days of Onsite System Administration Training to C of South Bend employees ...__... .... For Amount of El Increase $ F] Decrease ($ ) Previous Amount $ Increase ° _ ��. „mm�� _, �_ �,�..� .........s_. Current Percent of Change: Decrease %) New Amount $_ _Increase._... .,�...%�.................._�.Y ��.�.�.�._..�............ .......A...�..............._-. Total Percent of Change: Decrease %) ... Time Extension Amount: New Completion Date: