HomeMy WebLinkAboutFYI 3. Creditron Change Order EXECUTIVE SUMMARY
AGENDA ITEM:
Change Request Form with Creditron
Date: August 22,2023
BACKGROUND:
Creditron provides check payment processing services for the utility.
SpryPoint uses Base64 Encoding to display images of customer check payments. This will give our
Customer Service Representatives the ability to view check images when discussing specific payments
that were applied to a customer's account and help resolve potential discrepancies.
Adding this feature to our Creditron contract will allow us to test the addition of Base64 Encoding to
our upload file and ensure it works properly with SpryPoint.
The Change Request Form will increase the contract value by$950.
a
o BUDGET:
4-
L
465
' Original Contract Amount: $ 9,058.42
Revised Contract Amount: $10,008.42
ATTACHMENT:
Creditron Change Request Form
QCreditron CHANGE REQUEST FORM
Project Name Base64 image Request No. 18112
Brief Description Add Base64 Image to Upload file
Customer Name Clay County Utility Authority
3176 Old Jennings Road
Company Address Middleburg, FL 32068
Requested By Diana Strickland Date August 03, 2023
Requestor's Email dstrickland@clayutility.org
Reviewed By QRT Date August 03, 2023
to Reason For Change/Justification
Base64 image required
Use Case Scenarios
Add Base64 to current upload file
Test and make sure file can be processed
DATES
Approved Cancelled Deferred Deferred To Signature/Name
Client Decision
VeTSTOTTZ3 vage I al .S
2023-08-03
QCreditron
Creditron Software and Services Quote
Qty Item Description Rate Amount
1 SV-IAX-UPL ItemAge Express upload modifications as outlined within $ 950.00 $ 950.00
CRF18112.
"All services are to be completed remotely**
All prices are exclusive of taxes, VAT and similar fees all of which the
Customer will be responsible for
tO
TOTAL $950.00
NOTE:
Prices do not include applicable sales taxes. Terms are:
Due on Order $950.00
Software Installed $0.00
UAT Complete $0.00
Annual Maintenance Remains unchanged
CUSTOMER APPROVAL
ACCEPTED BY: DATE:
This quote is valid for 30 days from the date of issue. Upon signature Creditron will work with the client to schedule a
mutually agreed upon date for delivery. Please review the list of Creditron Assumptions below.
A Project Completion form will be issued once the work outlined above is complete. If the Project Completion form is
not authorized within ten business days of notification of work completion, and no discrepancies are reported, the
Project Completion form shall be deemed to be authorized and the Customer will be invoiced accordingly.
Change Request Form 2022
Version 2.5 Page 2 of 3
2023-08-03
AD Creditron
Creditron Assumptions:
The Services, fees and delivery schedule for this engagement are based upon the following assumptions:
1.The work proposed in this quote defines the scope of work for Creditron and does not include any work required for
other vendors including CIS, EPBB, credit card gateways, financial institutions, ERP, donation management platforms
etc. unless specifically stated.
2.This engagement currently has, and will continue to have, the support of senior Customer management and will be
assigned sufficient priority with respect to other project to ensure its success.
3.0ustomer will assign a lead to act as an internal resource and guide throughout this engagement.
4.0ustomer will secure the appropriate staff in a timely fashion in order to discuss or review the various materials
produced when required, provided Creditron gives reasonable notice of such request.
5.Price does not include Customer approved Travel and Living expenses that may be required as part of the delivery of
the engagement unless specified in the contract. Travel expenses may include, but are not limited to, airfare, car rental,
gas, per Diem ($65/day for weekdays and $110/day for weekend or holiday travel)and hotel.
6.0ustomer agrees to facilitate any required Customer Corporate logistics for the fulfillment of this agreement.
7.0ustomer will secure, as required and in a timely fashion, the assistance and cooperation of Third Party Vendors
(e.g. CIS, EPBB, credit card gateways,financial institutions, ERP, donation management platforms etc.)to ensure a
successful implementation. A Change Request may be created if the Third Party Vendor is unavailable or non-
cooperative and as such results in an impact to the schedule or effort.
8.Third Party Vendors Solutions are able to provide data required by the Creditron Software as well as accept data
provided by the Creditron Software.
9.All third-party software and hardware products are assumed to perform correctly in the Customer environment, in
accordance with the appropriate third-party vendor's specifications.
10.All documentation provided by Customer shall be up-to-date and accurate or if that is not the case, advise Creditron
to as such.
11.All hardware, software, and network components supplied by Customer are working properly and are free of
defects and will meet minimum hardware standards provided during the engagement.
12.AI1 user, network, database roles/permissions are provisioned in accordance with Creditron requirements by
Customer at the commencement of the project.
13.Tb minimize project costs, the majority of project work will be performed at one of Creditron's locations except for
project activities where face-to-face is deemed more effective.
14.Customer will provide remote access to its network, facilities, and systems as required to perform activities from
one of Creditron's locations. Creditron shall abide by all rules and directions of Customer when accessing Customer's
network, facilities or systems.A Change Request may be created if remote access to Customer's network is not
available, resulting in project delays.
15.Any items not explicitly identified within this proposal (including new interfaces or nonstandard reports etc.)are
considered out of scope. Any changes to those responsibilities and/or deliverables will be considered a change in scope
for the engagement. Any proposed change to the engagement scope must be put into written format and be submitted
to Creditron during this engagement for review and consideration.
16.If feedback is not received from Customer within 5 business days of delivery of deliverables (Review Period)then
the deliverables will be deemed to have been accepted and the project will be closed.
Change Request Form 2022
Version 2.5 Page 3 of 3
2023-08-03