My WebLink
|
Help
|
About
|
Sign Out
Home
Browse
Search
Synopsis SaaS Subscription Agreement 2019-11-27 - PFM Countersigned
>
Meetings
>
2020
>
01. January
>
2020-01-21 10:00 AM - Commissioners' Agenda
>
Synopsis SaaS Subscription Agreement 2019-11-27 - PFM Countersigned
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
1/16/2020 1:41:53 PM
Creation date
1/16/2020 1:41:44 PM
Metadata
Fields
Template:
Meeting
Date
1/21/2020
Meeting title
Commissioners' Agenda
Location
Commissioners' Auditorium
Address
205 West 5th Room 109 - Ellensburg
Meeting type
Regular
Meeting document type
Supporting documentation
Supplemental fields
Alpha Order
g
Item
Request to Acknowledge a Service Subscription Agreement between Kittitas County Treasurer’s Office and PFM Financial Advisors, PLLC for the Use of PFM’s Synopsis Software from 2020-2022
Order
7
Placement
Consent Agenda
Row ID
59336
Type
Contract
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
10
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
View images
View plain text
<br /> <br />Annex B – Description of Services (Synopsis Plus) <br />1.4.2. Validation. Achieve final agreement that the Application is configured to meet Customer <br />needs; <br /> <br />1.4.3. Final Training. Revisit key concepts related to the use of the Application. <br /> <br /> <br />2. Ongoing Services. Shall mean the advisory services provided by PFM in connection with the ongoing <br />use of the Application by Customer and Authorized Users, as described in the Standard Terms and <br />Conditions. The Ongoing Services comprise: <br /> <br />2.1. Development Assistance. PFM will provide Customer post-implementation assistance by which <br />PFM personnel answer Customer questions and otherwise direct Customer in how Customer can <br />or should reconfigure the Decks and Application (“Development Assistance”). As requested by <br />Customer, PFM will provide Development Assistance via telephone, Internet and/or email from 9 <br />AM to 6 PM Eastern Time, Monday through Friday, except on recognized US holidays. Any request <br />for Development Assistance outside of the times provided in the foregoing sentence shall be on a <br />previously scheduled appointment-only basis as mutually agreed upon by PFM and Customer. <br /> <br />2.2. Forum(s). PFM will provide Customer access to one or more internet portals hosted by PFM on which <br />Customer and other Synario subscribers are provided a platform to exchange insights, use cases, <br />and other information. <br /> <br />2.3. Hosted Discussions. PFM may, in its sole discretion, host discussions, meetings, and sessions, <br />internet-based or otherwise, during which Customer and other Synario subscribers are provided <br />opportunities to exchange insights, use cases, and other information. <br /> <br />2.4. Post-implementation Training. PFM may, in its sole discretion, host training sessions, internet - <br />based or otherwise, during which Synario’s features and functionality will be explored. <br /> <br />3. Ancillary Services. Shall mean post-implementation support related to the Application, as requested by <br />Customer. The Ancillary Services comprise: (i) post-implementation modifications, additions, and/or <br />deletions of elements of the Application executed on behalf of Customer by PFM, and (ii) post- <br />implementation training requested specifically by and for Customer. PFM will provide Ancillary Services <br />via telephone, Internet and/or email from 9 AM to 6 PM Eastern Time, Monday through Friday, except on <br />recognized US holidays. Any request for Ancillary Services outside of the times provided in the fo regoing <br />sentence shall be on a previously scheduled appointment-only basis as mutually agreed upon by PFM <br />and Customer. <br /> <br />4. Customer Responsibilities. <br /> <br />4.1. Application-Development Responsibilities. Customer will actively participate in the Data and <br />Design Processes. <br /> <br />4.2. Training-Related Responsibilities. Customer will: (i) participate in the Introductory Training <br />sessions, and (ii) review the Documentation. Customer acknowledges that the Training Process <br />is serially dependent on the Data and Design Processes. <br /> <br />4.3. Data-Related Responsibilities. Customer will provide the Customer Data, as needed, to load the <br />Application in support of the Implementation Services. <br />DocuSign Envelope ID: BA71619D-5796-4319-85EF-917E1B819551
The URL can be used to link to this page
Your browser does not support the video tag.