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GG R A N I C U S RFP NO.: 17-107 Automated Agenda Workflow Program and Meeting Video Streaming/Archiving Meeting Efficiency (Legistar Clients Only): Legistar clients will have the ability to import data recorded in LiveManager—including motions, votes, notes, and speakers —directly into the minutes in Legistar. Legistar: Legistar is the primary module that makes up the Granicus legislative management solution. It has functionality to draft and submit legislative items, agenda management, automated process workflow and approvals/electronic signatures, and document storage and organization. DELIVERABLES: a. Legistar installation package and instructions b. Needs Analysis Survey c. Based on the information provided in the Needs Analysis Survey, a Granicus Business Analyst will conduct Needs Analysis Calls to configure Legistar in accordance with Client's requirements, including: I. Templates used for data entry (e.g. legislation creation) II. Agenda Templates: Granicus will create and configure meeting agenda templates for one meeting body. III. Legislative and Minutes Templates: Granicus will create and configure one legislative item template and one minutes template. IV. Legislative process workflows V. User groups, roles, and permissions d. Legistar Output (Reports) Review: Granicus will work with Client to determine if standard Legistar output (reports) available from Legistar meet Client's requirements. For any requirements not met, Granicus will work with Client to define any needs that require custom configuration (to exclude customizations that would require changes to Legistar's base code). e. InSite: Granicus will set up an online public portal for Client that allows staff and public users to access meeting calendar/schedule, legislative files, supporting documentation, meeting agendas, minutes and videos at any time (current and past/archived). Users will be able to search, sort and export data to Excel, Microsoft Word or PDF. Designated Client users will be able to publish meeting agendas and supporting documents, minutes, video, etc., to InSite directly from Legistar (and not via MediaManager). Access to Legistar: Client staff and Council Members who have access to Legistar will be able to access the application from outside of Client's network through a log -in on the InSite page. This will provide access to full functionality in Legistar including the ability to draft, edit, review and approve items, etc. (note that when accessing items via the legislate app, users are limited to read-only and bookmaking capabilities). granicus.com I info@granicus.com page 39