SOW Keys to Success: General Parameters and Expectations
A Cinc Implementation Team Project Manager will be assigned to lead the project and serve as the primary point of contact for the Client. The Cinc Project Manager will be empowered with a robust, highly skilled team to deliver all aspects of this Statement of Work. The Cinc Project Manager will work with client to build a specific project schedule to define and drive to the Go Live date and Transition to Support date. The schedule will highlight milestones, tasks, owners, and target dates.
As applicable, the Accounting Set Up is a central project within the larger implementation. This speaks to areas such as Chart of Accounts, General Ledger, and Financial reporting. This Set Up has a material influence over many areas and workflows in CINC and will therefore be addressed very early in the implementation. An Accounting Expert will be assigned to serve as the Lead and Authority for this aspect of the implementation. The Accounting Set Up period will address topics such as client business model, growth plans, locations and regulations, current reporting and accounting challenges, any schedules for associations bank changes, and implications of the overall project schedule.
Parameters and Constraints
Accounts must be in balance before moving into CINC
Pre-requisite for set up: Homeowner balances have been entered, verified, and posted
Websites (Cinc Web Axis)
CINC staff will work with Client to assist with creation of the original template which can be copied and adjusted as necessary. Credit Card Payments are processed through RevoPay – Homeowners will need to register and set up recurring payments
Homeowner and Board App
The APP may be custom branded for Client for certain logos and colors. Client is responsible for providing CINC with the required text and graphics in the required format for the development of the APP.
All images provided are required to be in a Vector format, on a transparent background. The most common vector file formats are .eps, .ai, and .svg. Required graphics are:
· A square version of your company’s logo in vector format.
· A rectangular version of your company’s logo or other image in vector format, with an aspect ratio of up to 3:1.
· A rectangular version of your company’s logo in vector format that will fit within a 500 x 100 pixel dimension.
A specific Client logo can be used if supplied in the specified Vector file format. If a logo cannot be supplied in the required Vector format, CINC can either a) attempt to convert to the required Vector format which may be subject to image degradation or b) use a “basic” approach of custom colors and Client name in a font selected by Client. CINC can use specific hexadecimal colors if provided by Client or CINC can provide a color palette from which to choose. CINC will supply available font choices as applicable. CINC will create the APP for Client and provide training.
CINC Manager App
This is functionality associated with CINC Web Axis so aspects may be covered during that part of this project.
CINC will provide desktop apps required for these features.
This is included with the Management module so aspects may be covered during that part of this project.
Enhanced Website Templates
The enhanced website templates will be available in Client’s WebAxis database.
Ai – eChecks
Each eCheck processed will incur a separate fee. This fee will be charged at the time the payment is made and will be debited from the homeowner’s bank account. For example, if a payment is made via eCheck, the homeowner would have one debit for the payment amount and one debit for the eCheck fee. This separate eCheck fee will be displayed to the homeowner prior to their final submission of the payment.
Full standard reporting library. Unless specifically defined in SOW Order Form, custom reports are not contemplated. Custom report requests beyond cosmetic adjustments can be evaluated for feasibility and may be subject to change control
Parameters and Constraints
CINC will send set up instructions. Client will perform the set up for each applicable association in CINC based on these instructions. Once set up is complete, CINC will establish connection to Homewise and sent Client the connection credentials. CINC is available for one on one assistance (see Training section)
Include full training on LetterStream setup. Client will provide CINC with their ACH information for LetterStream billing. In order to activate the LetterStream interface with CINC, the Client must complete the ACH form that will be provided by CINC. This form will be used to set up automatic drafts from the Client’s bank account to LetterStream for the cost of each letter approved. Current Letter Stream pricing is listed in the Fees and Payments section of this Statement of Work
CINC will provide API credentials for Avid to connect Strongroom to CINC