Common use of Functionality Description Clause in Contracts

Functionality Description. Vendor Registration Portal Customer with OpenGov will confirm and complete website updates OpenGov will provide the Customer with an example Vendor Introduction communication to be edited and approved by the agency. Customer sends the vendor an introduction email/letter. OpenGov will import the list of vendors provided by the agency and send automated vendor invitations to the list of vendors provided to register and subscribe to the agency. Reminder emails will be sent on a weekly basis. Vendor support for registration is provided by OpenGov Tier 1 Support via live chat function 8AM -8PM Eastern. Working Session ● Work alongside customer to provide knowledge transfer on how to manage the Vendor Registration Portal Supplier Engagement, Evaluation and Award Solution OpenGov will review solicitation documents provided. Supplier Engagement, Evaluation and Award Workshop OpenGov will lead workshop to: ● Create the first Bid and discuss the formats of the other solicitation types ● OpenGov will suggest changes to language based on using OpenGov Procurement ● Customer and OpenGov work together to create the bid template, and the initial generic template. Supplier Engagement, Evaluation and Award Working Sessions Work alongside customer to provide knowledge transfer on: ● Creating Bids within OpenGov Procurement ● Bid Opening, Tabulation, Evaluations, and Awarding the Project Solicitation Development Solution OpenGov will review Boilerplate or Templates of Solicitation types and Forms provided (4). Solicitation Development Workshop OpenGov will lead workshops to: ● Design the Solicitation Template in OpenGov Procurement. ● Customer selects the first solicitation type (usually either ITB or RFP), and works with OpenGov with the design Typically two to three sessions are required to complete the first template. ● First template sign off before beginning the subsequent 3. ● Subsequent template build is faster with Solution knowledge. Solicitation Development Working Sessions ● Work alongside customer to provide knowledge transfer on how to write Solicitations with OpenGov Procurement Intake Workflow Solicitation intake process, when working with decentralized sourcing, reviewed to be incorporated within OpenGov Procurement. ● Planning for expansion into internal customers/departments and bringing departments online. ● Training: Preparing for Intake (Buyers and Department Directors) ● Implement default “Review/Approval” Processes. ● Training: Internal Customer/Department Training (up to 2) Contract Management Solution OpenGov will import documents attached to contract metadata provided via csv or excel to create contract records in OG Procurement. Requirement: ● Dependent on having historical metadata to create a contract record. ● Customer must provide a single file (Excel, CSV, etc) with one row per contract, each document must include a unique identifier or location, and the file's physical location (a file path or URL). ● Customer will need to either provide a copy of the files or grant OpenGov access to the file locations in order to migrate them. ● The folder structure of the documents provided must reflect the paths provided in the file. ● Data cleanup/correction is not included. Contract Management Workshop OpenGov will work with Customer to develop the 3 Contract Template(s). Contract Management Working Sessions ● Work alongside customer to provide knowledge transfer to use Contract Developer tools

Functionality Description. Vendor Registration Portal Customer with Base Budget File OpenGov will confirm configure and complete website updates upload Customer’s base budget file into OpenGov. Budget Configuration Based on the Review and Confirmation phase OpenGov OpenGov will set up Customer’s preferred budget format: Operating ● 1 Budget instance ● 2 Proposals (Department) ● Corresponding worksheets (single, fund, division, or function) ● 1 standard budget Story template Capital ● 1 Budget instance ● 2 Proposals (Department or Project) ● Corresponding worksheets (single, fund, division, or function) ● 1 standard capital Story template Based on the review of the Workforce Planning Shell and with the guidance of the Implementation Analyst, Customer will: ● Buildout remaining cost elements ● Populate position template ● Validate Workforce calculation Budget Configuration Working Sessions OpenGov will hold working sessions between the Implementation Analyst and Customer for the purpose of validating, reviewing, and iterating upon draft budget instances. Session will focus on: ● Set up ● Structure ● WorkIJow ● User access Administrator Budget Management Training OpenGov will provide the Customer with an example Vendor Introduction communication 1, 60-Minute training sessions to be edited enable Customer’s Budget Administrators to manage and approved by the agency. Customer sends the vendor an introduction email/letter. maintain their OpenGov budgets including: ● User access ● Approval workIJow ● Cloning ● Phases ● Proposal status Dataset and View Configuration OpenGov will import the list of vendors provided by the agency set up 1 export and send automated vendor invitations dataset view to the list of vendors provided to register and subscribe to the agency. Reminder emails will be sent on a weekly basis. Vendor support for registration is provided by OpenGov Tier 1 Support via live chat function 8AM -8PM Eastern. Working Session ● Work alongside customer to provide knowledge transfer on how to manage the Vendor Registration Portal Supplier Engagement, Evaluation and Award Solution enable budget reports Budget Report(s) OpenGov will review solicitation documents provided. Supplier Engagement, Evaluation configure up to 8 budget reports to include: Operating ● Operating Budget Milestones ● Operating Budget Development ● Operating Budget Details ● Operating Budget Categories Capital ● Capital Budget Development ● Capital Budget Details ● Capital Budget Categories ● Capital Plan Report Budget Exports and Award Workshop Reporting Training OpenGov will lead workshop toprovide 1, 60-Minute training sessions to enable Customer to own, manage and maintain their OpenGov Budget Data and Reports including: ● Exports ● Dataset views ● Reports Online Budget Book Configuration Once templates are finalized, OpenGov will: ● Create one Story shell for each department, project, and fund from templates. (Department or fund can be substituted for another template listed above) ● Create up to 2 reports for use in the first Bid Online Budget Book ● Create OpenGov report views and discuss the formats of the other solicitation types add report tiles to created templates. Customer will: ● Provide logo and branding colors to OpenGov Once trained, Customer will: ● Build out remaining Stories required for Online Budget Book to include: ○ Narrative ○ OpenGov Report Views ○ Images ○ Data not in OpenGov ● Set up additional Online Budget Book stories. ● Create views in Online Budget Book Report(s) ● Add report views to online budget book stories ● Add narrative content to Online Budget Book Stories ● Add any additional content to Online Budget Book Stories ● Make Stories public and Publish Online Budget Book Online Budget Book Administrator Training OpenGov will suggest changes to language based on using OpenGov Procurement ● Customer and OpenGov work together to create the bid template, and the initial generic template. Supplier Engagement, Evaluation and Award Working Sessions Work alongside customer to provide knowledge transfer onone (1) 60-Minute session for administrator training: ● Creating Bids within OpenGov Procurement Using and Copying Templates ● Bid Opening, Tabulation, Evaluations, How Datasets and Awarding Reports work in Stories ● How the Project Solicitation Development Solution OpenGov will review Boilerplate or Templates of Solicitation types and Forms provided (4). Solicitation Development Workshop OpenGov will lead workshops to: ● Design the Solicitation Template in OpenGov Procurement. ● Customer selects the first solicitation type (usually either ITB or RFP), and Online Budget Book works with OpenGov with the design Typically two to three sessions are required to complete the first template. Transparency Portal ● First template sign off before beginning the subsequent 3. ● Subsequent template build is faster with Solution knowledge. Solicitation Development Working Sessions ● Work alongside customer to provide knowledge transfer on how to write Solicitations with OpenGov Procurement Intake Workflow Solicitation intake process, when working with decentralized sourcing, reviewed to be incorporated within OpenGov Procurement. ● Planning for expansion into internal customers/departments and bringing departments online. ● Training: Preparing for Intake (Buyers updating and Department Directors) ● Implement default “Review/Approval” Processes. ● Training: Internal Customer/Department Training (up to 2) Contract Management Solution OpenGov will import documents attached to contract metadata provided via csv or excel to create contract records in OG Procurement. Requirement: ● Dependent on having historical metadata to create a contract record. ● Customer must provide a single file (Excel, CSV, etc) with one row per contract, each document must include a unique identifier or location, and the file's physical location (a file path or URL). ● Customer will need to either provide a copy of the files or grant OpenGov access to the file locations in order to migrate them. ● The folder structure of the documents provided must reflect the paths provided in the file. ● Data cleanup/correction is not included. Contract Management Workshop OpenGov will work with Customer to develop the 3 Contract Template(s). Contract Management Working Sessions ● Work alongside customer to provide knowledge transfer to use Contract Developer toolsongoing use