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HomeMy WebLinkAboutResolution - 2017-R0033 - Denovo Ventures - 01/26/2017Resolution No.2017-R0033 Item No.6.20 January 26,2017 RESOLUTION BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK: THAT the Mayor of the City of Lubbock is hereby authorized and directed to execute for and on behalf of the City of Lubbock, Contract No. 9278 for SOW-009, by and between the City of Lubbock and Denovo Ventures,LLC,of Niwot,Colorado and related documents.Said Contract is attached hereto and incorporated in this resolution as if fully set forth herein and shall be included in the minutes of the City Council. Passed by the City Council on January 26, 2017 . ATTEST: ^h^JUt^L^L. Rebecca Garza,City Secretary L APPROVED AS TO CONTENT: Mark Yeatwood,Assistant City Manager APPROVED AS TO FORM: ]/'Ju (j4l#tlAi_ Kelli Leisure, Assistant City Attorney ccdocs/RES.Contract9278.DenovoVenturesLLC 1.11.17 LATRELLE JOY,MAYOR^PRO TEM Resolution No. 2017-R0033 Denovo A check in this box indicates that this agreement has been changed from the original. CONSULTING SERVICES STATEMENT OF WORK (SOW-009) This CONSULTING SERVICES STATEMENT OF WORK ("Consulting Services SOW'), dated as of the 23st day of December, 2016 ("Effective Date"), is by and between DENOVO VENTURES I.I.C. a Colorado limited liability company ("Denovo"), and The City of Lubbock, Texas (the "Client") (each a "Partin' and together the "Parties"). Pursuant to Section 3 (Scope of Services), in the Master Services Agreement (MSA), As agreed by both parties as an extension to agreement executed and dated 10/27/2009, Resolution No. 2009-RO487; Denovo and Client desire to enter this Statement of Work for the performance by Denovo of certain consulting services, described herein. This Statement of Work provides details of the Services, related Products if any, Definitions, Service - specific terms, the responsibilities of the party's one-time and recurring fees, Change Control Process, and third party license agreements as applicable. Effective Date: December 30, 2016 Delivery Period: January 18, 2017 through June 30, 2017 1. Project Scope Denovo will provide the project management, functional, and development expertise for "Phase 2" of the project to implement standard functionality of JD Edwards EnterpriseOne Capital Asset Management for the Client's fleet. Client will be responsible to ensure that database, operating system, web server, and other applicable non -JD Edwards EnterpriseOne software versions are at Oracle validated and supported releases prior to the commencement of this statement of work. Client will also be responsible for providing primary CNC/technical support (with troubleshooting assistance and guidance from a Denovo CNC/technical consultant) and any other related infrastructure components of the project. This statement of work is created on the basis that the Denovo Capital Asset Management consultant efforts are to be provided mostly onsite, as well as some onsite visits by the Denovo Project Manager. All other Denovo consultant efforts will be provided remotely and no travel to the Client's facilities will be necessary. If the Client's and Cenovo's project managers jointly agree that an increased onsite presence is necessary, a Client -approved Change Order to this statement of work with estimate number of trips and anticipated travel costs (if required) will be created as appropriate. The following JD Edwards systems will be implemented as part of this phase of the project • EnterpriseOne Capital Asset Management • EnterpriseOne Service Management Foundation (as required for Capital Asset Management) • EnterpriseOne Equipment Cost Analysis • EnterpriseOne Inventory Management (limited to setup of fleet inventory) • EnterpriseOne Purchasing and Subcontract Management (limited to streamlining the "Requisition to Order" process) Consulting Services Statement of Work ®Denovo - Confidential Trade Secret Page 1of 16 Denoto The Client is responsible to ensure that all of the above systems are licensed and installed prior to the commencement of this project. If additional systems are to be implemented as part of this effort, a Client - approved Change Order to this statement of work which reflects this revision to scope will be necessary. Client stakeholders will be responsibility for final user acceptance testing of the upgraded environment. Based on our Implementation methodology the implementation will consist of the following high-level tasks performed by the Denovo and Client Project Team: • Project Management Services • Review, identification and design of Client's business processes and reporting as they relate to this proposal and based on best practices. • Configuration of EnterpriseOne based on best business processes • Initial Functional Testing, User Acceptance Testing, and Integrated System Testing. Client is responsible for developing and executing test scripts. • Fine Tuning and Refinement • Post Go -Live support Denovo will provide consultants with the specialized skill sets needed to deliver the Client's project objectives within the timelines established jointly by the Client and Denovo. The following roles will be provided to perform analysis, make recommendations, and accomplish the implementation services: Project Manager —Overall project and change management Capital Asset Management/Distribution Consultant —Functional design, configuration, and rollout CNC Consultant —Security design for new users and ad hoc supportfor issue resolution, ESU applications, and package builds The functional consultant will perform the majority of the consulting efforts on this statement of work, with the support of the Denovo and Client project managers. In addition, Denovo will provide a CNC consultant to assist with design of security roles and to provide ad hoc support for the Client's system administrator as issues arise, and a system develuperto address requirements around data conversion, as described later in this document. This statement of work will address the remaining planned scope, picking up from where the first phase of the project left off. Consultant Scope of this statement of work shall include: • Project management and oversight duties and responsibilities, which are jointly shared between Denovo and the Client. The Project Plan and Charter will be jointly created by the Denovo and Client project management as the initial task on this Statement of Work. These approved project deliverables and artifacts will contain the elements of project schedule, budget, and governance that are necessary for project success and shall be incorporated as key elements of this Statement of Work. The project manager will also provide ongoing project monitoring services, which Include weekly project status reports and meetings. Denovo • CNC/technical support for support of security roles design and ad hoc issue resolution, ESU applications, and package builds. Client is responsible for routine CNC support for the project. (Up to 28 hours of a Denovo CNC Consultant has been budgeted forthis purpose) • Setup of up to ten (10) batch jobs on the periodic job scheduler. • Setup of JD Edwards EnterpriseOne Capital Asset Management, Purchasing and Subcontract Management, Inventory Management, and Work Oder functionality scope to include: c Setup of expanded coverage for up to one (1) additional work order type c Setup workday calendars for each maintenance department. Denovo will setup this first calendar and the Client will complete the setup o Analyzing and if deemed necessary setup of system Supplemental Data capabilities to capture information that is required but not available in any of the other fields and tables within Capital asset management. c Design and configure scheduling of preventative maintenance and other Work Orders/Projects and resource assignments. Client is responsible to assign PM schedules to individual equipment and/or equipment family o Setup equipment lifecycle analysis capabilities o Setup Failure Analysis capabilities o Setup Bill Materials (BOMB). Denovo will setup the initial 10 BOMs, and the Client will complete the remaining to be setup o Define cycle count rules, verify/update AAIs, define "ABC" groups, update the Cycle Count Category Code field for the Item Master and Item Branch programs, and create versions/set the processing options for the "Select Items to Count" (R41411), "Print Count Sheets" (R41410A), "Print Variance Detail (R41403)" and "Cycle Count Updates" (R41413) programs • Coordinate with the Client's Procurement department to streamline the current Procurement and Requisition to Order process as follows: o Define and configure purchasing methods that will be used for Maintenance, Repair, and Operations (MRO) inventory items e Define and configure rules for replenishment and configure the Purchase Order Generator (P43011) for replenishment. Client is responsible to assign rules to individual items. Note: This must be coordinated with the Client's procurement department c Configure Requisition Self -Service to enable express forms that will be used for user -based creation and the "out of the box" automated workflow for processing requisitions. Client is responsible for creating commodities/items and preferred vendors by item. c Configure the system to be able to automatically create Quotes or Blanket Orders from Requisitions Paae 3 Denovo Configure the system to be able to automatically create Blanket Orders or Subcontract Orders from Quotes o Setup order approval routes by Department (Business Unit) • Setup of Time and Labor functionality to support work order processing to include: o Ability to bill work, enter labor from work order menu and forecast time and labor of work orders. o Coordinate the setup of Time and Labor for Work Orders with the Client's Payroll department. c Design, configuration of JD Edwards EnterpriseOne Time and Labor for Work Orders, with specific scope to include: ✓ Setup of Time Entry MBF Processing Options (P050002A) ✓ Setup of Processing Options for the Debit-Labor/Billing/Equipment Program (P069043) ✓ Setup of AAIS for Labor, Billing, and Equipment Distribution c Configure the Time Entry by Individual form (W051121C), which is accessible from the Row menu on the Search for Equipment Work Orders form, and then select Payroll Time Entry. • Setup of new versions of the standard JOE UBEs and interactive programs that support the functionality being implemented above. Add versions to the lob Scheduler as appropriate. • Setup up to three (3) new menus and up to ten (10) custom versions of standard programs for the functionality being implemented above • Design and configure up to five(5) security roles for accessing the functionality implemented above. Client will be responsible to assign users to roles. • Planning and facilitating initial Functional Testing, User Acceptance Testing, and Integrated System Testing. Client is responsible for developing and executing test scripts. • Develop Training Plan and Materials and provide train -the -trainer services to Client trainers, who will train end users. (Up to 32 hours of training planning and execution services included in scope.) • Efforts for customizations/modifications are limited to eighty (80) hours of"to-be-defined"development, A change order will be necessary to add additional hours for customizations or modifications. Any other functionality not mentioned above is considered out of scope for this statement of work. If additional scope is identified during the project, a Client -approved Change Order to this statement of work which reflects the revision to scope will be necessary. 2. Consulting Services and Deliverobles Consulting Services Statement of Work ®0enovo -Confidential Trade Secret Page 4 of 16 Denovo This statement of work will be completed utilizing elements of Denovo's Implementation Methodology. Details of this methodology and tools to support the implementation will be provided during the initial team kick-off meeting. The implementation model to be deployed for this statement of work is based on a significant level of participation and responsibility from the Client. It is essential that both Denovo and the Client deliver on their responsibilities in a timely manner to ensure success. Specific deliverables and responsibilities of each party as part of this statement of work include: Project Planning and Initiation Define customer objectives, Project charter. and plan all project activities and deliverables. Identify team members, address logistical aspects and kick off the project with all team members and stakeholders Outcome: Protect is kicked off with a clear set of obiectives requirement,. expectations with the bats for budgets and schedule • jointly finalize the Project Statement of Work and Budget • Develop the Project Charter (with Project Objectives, Communications Plan, Risk Management, Issue Escalation Plan, etc.) • Create Nolan Infrastructure and Logistics • Support Client Jed Organeational Change Management plan development and execution • Finalize Project Milestone Schedule (in MS Project) including integration of the Technology Sub -Project Plan • Finalize Resource Consultant Assignments and Client Resource Requirements • Create the Agenda and facilitate the project Nick -off the Project with Participation of the Denovo Project team and key Denovo executive sponsors Jointly finalize and approve the Project Statement of Work and Budget Contribute to, review and approve the Project Charter (final approval from Client's Project Sizi Prepare logistics for the Project from a facility. systems access, travel accommodations p e.. hotel discounted rates). etc. Contribute to, review and approve the Project Milenone Schedule Identify and assign Organizational Change Champion (Lead) who will create and execute the Organizational Change Management plan Finalize Client project team assignments and identify subject matter experts (SMEs) where needed Jointly facilitate the Kick-off Meeting, with participation of the project team and key executive sponsorship Project Management Plan contains scope. team, responsibilities, objectives, risks, key deliverables and the communications plan Project Infrastructure - All of the tools and system access necessary to support the Project, such as the SharePolnt site, templates, email accounts, etc. Project Schedule - The MS Project critical path task level Gantt chart with key milestones Change Management - includesl)ProjectChange Order Management (how W manage requested scope changes) and 2) Organizational Change Management (haw to address impact of the system on people, roles, and policy) Kick-off Meeting Project team kickoff meeting with team building and definition of project objectives, scope. expectations and respon,dithties Services Denovo Denovo Manage the Project The key project leadership team ensures that all aspects of the project are addressed and that the project slays on track from a scope, budget, schedule, and change management perspective. Solution assurance is provided to sure that all aspects of Participation and quality meet Dell s stringent standards and that the solution meets objectives and requirements. • Manage risk and develop and execute risk minganon steps as soon as risks are identified • Resolve issues in a timely manner and escalate as necessary • Ensure that consultants are meeting expectations and that Client stakeholders participate at requested levels • Prepare timely status reports • Conduct regularly scheduled project meetings • Document change of scope requirements and prepare change order requests as necessary • Manage the project plan timeline and budget • Maintain project records and documentation • Support the Change management plan execution to ensure that Client stakeholders are aware of upcoming changes and that people, processes, and policy are aligned prior to the go live • Provide progress updates to the Program Sponsor and Executive Steering Committee • Perform regularly scheduled Quality Reviews (Project Health Checks) • Conduct major milestones readiness assessments in preparing for service delivery • Assist In the management of risk and the development and execution of risk mitigation steps as soon as risks are identified • Assist in the resolution and as necessary escalation of issues • Ensure that Client stakeholders participate at requested levels • Participate in regularly scheduled project meetings • Review change of scope requirements and review and approve change order requests as necessary • Monitor the project plan timeline • Monitor the project budget • Reyiew project records and documentation • Lead the Organizational Change Management plan execution to ensure that Client stakeholders are aware of upcoming changes and that people, processes, and policy are aligned prior to the go live • Participate in progress updates to the Program Sponsor and Executive Steering Committee • Participate in regularly scheduled Quality Reviews (Project Health Checks) • Participate in major milestones readiness assessments in preparing for service daily.,, Project Monitoring - Ongoing processes to manage schedule budget and issue resolution, lnflmfes Issue logging, and periodic status reports and meetings Risk Management - Ongoing processes to monitor risks as identified up front and during the project Solution Assurance (Health Checks) - Structured process to ensure that requirements and objectives are met with a product that meets quality standards 6 of Denovo Application Discovery& Design The Client members of the project team gain a greater understanding of EnterprissOne. The team reviews current processes, systems, integration, modificatmns. etc., and IdenMres gaps The future state design is completed and Impact of new design on the organization is assessed. Technology Discovery & Design Kampletesim Parallel In Application Discovery& Desrpn) The Denovo technology team works with Client technology stall to finalize the data conversion plan and develop the security schema Outcomes The data conversion *]an I, final and the security schema's cog • Provide overviews of Emerprnal Capital Asset Management capabilities for Client Team members • Conduct current state process and system revile. and document current processes and gaps • Conduct future state design sessions and develop future state design document • With the technology team to develop the security schema • Assist in the assessment of organization change impact (people, processes. policy) and support the Implementation of change within the Client • Co -develop training strategy based an the outcome of this effort • Finalize the Data Conversion Plan • Assist in the development and approve the new Security schema, with input from the combined Denovo/Client functional team and Client's security administrator • Attend overviews of Enterprise0ne Capital Asset Management capabilities support current state Process and system review and review and approve documentation for current processes and gaps • Support future state design sessions and review and approve future state design document • Support the effort to develop the security schema and approve • Lead the assessment of organization change impact (people, processes, policy) and the Implemenaturs within the Client • Co -develop and approve training strategy based on the outcome of this effort • Assist with the Finalization of the data conversion plan and approve final plan • Develop the new Security schema, with input from the combined Denovo/Client functional team and Client's security administrator Current State/Future State Documentation —To-Be Use Case models for processes, and gap/analysss resolutions Design Decisions Documentation -Resolution of gap analysis incorporated into the design workbooks RICEF and Workflow listing - Comprehensive listing of development Reports. Interfaces, Custom¢atems, Enhancements, and Forms IRICEF)and Workflow System Design Requirements Major design decisions that are incorporate into the design workbooks • Data Conversion Plan- Finalized Conversion Entities and Approach document • Security Schema — Finalized security design document, including overall general approach. use of ,oas, menus, etc. Paee N nIPCI Stages. AClwltle' and OurrnmP Configure and Test Configure and reconfigure Configure EnterpnseOne SystemConfiguratlon- Conflgurethesyslemin the system based on Initial pages Configured system ready for Prototype based on System design and testing results Address consultant inquiries user testing Design for Prototype Develop unit test scripts and related to setup that may knot Configuration testing. This is an iterative expected results arise during configuration Elements Test scripts with process where we begin by a Unit test segments of Execute unit test scripts and specific criteria and test first testing indwidual processes, system processes validate configuration elements segments of a process, and end -to end processes against the intent of the Configuration Testing - increasing tosystem (such as Procure -to -Pay) design Execution of test scripts Processes and then to the Add custom development identify issues and retest Business Process Workshop entire end -to -end process, objects to test acnpts as until issues are resolved Process to align Client modifying the configuration they are completed (see Approve results of testing processes with system best as needed through each test next stage) Participate In development practices cycle. As custom Document and resolve of business process Process lements - development is completed, issues — retest until all issues procetlures Work Workflow document to document it is incorporated Into are resolved Test. Refine, and Retest define needed changes to testing Develop business process Client processes procedures which are used Business Process Procedures Outcome. Systems ready for Organitational Change Management purposes - Validation document for business process change for comprehensive integration and user Support'Test. Refine, and with impact on policies acceptance testing and Retest" Preparations for go -live cutover and end user train,,, Develop and Tent Define data elements Identify and extract defined a Extracted data from MO (Conversion) required from legacy 1104) data elements from legacy mapped to El (Completed,, ppmllel with asset management system JMal asset management Data Conversion Configure and Test) Asust with mapping data system Specifications - Development The effort requiretl to elements from MO to El P Map data elements from specification for automated define, design. construct, Develop and lest conversion Ma to El data conversion entities lest, and rollout conversion routines Test conversion routines Converted Data - Conversion routines Identify issues and retest Identdyissuea and retest development completed and until issues are resolved until issues are resolved tested, results validated and 0 tc,i All development Approve results of testing approved related to data conversion complete and tested and moved into the Pr tyxxe environment for integral.. antl our acceptable test ne Services Statement of work ®Denovo- Denovo Delivery and Go -live Fnalize the Cutover Approve Cutover Strategy, Go -Live Stutegy -Go-flue Includes the development Strategy Plan, and Script planning activities which of the goAive strategy, Create the system Cutover Develop plan and scripts define timings for carious which mclutles the timing Plan and Script for Integrated Testing and cutover activities for the various cutover Support development of assist Client Stakeholders Cut -over Plan/Script- activitiesandadetailed plan and Scripts for with Integrated Testing Detailed cutover task -step-by-step"cutover Integrated System Testing Develop plan and scripts document/Lst out outlining script to ensure that all and assist Client for functional testing and sequence of event and timing activities are completed in Stakeholders with User Acceptance Testing (executed and approved) the appropriate order. The Integrated Testing and assist Client Integrate System Test Scripts Post go live support plan is Support development of Stakeholders with Testing Production like test finalized The final steps to plan and c,pn, for Perform Integrated System environment to validate final testing and system functional and User Iesu ng and Approve system configuration prior to acceptance occurs with the Acceptance Testing and Results moving to production Perform to key the assist Client Stakeholders Perform functional and Integrated System test - Integretmntestwhichis with Testing user acceptance testing Executed and approved end - used tovalidate business Finalize Post GoLiveand Approve Results to -end test processes wil l interact with Support Plan Review and Approve Post User IDS -Production users the other business Plan and Conduct System Go -Live Support Plan setup and tested Processes. We also perform Readiness Meeting Participate in System System Readiness our stress testing here to Execute Cutover Strategy. Readiness Meeting Assessment meeting to optimally tune system Plan, and Script Create Production User determine whether or not to performance. Execute Release new system in IN. assign roles go live- requires approval cutover strategy. The final production for end users Test User IDS to validate from both Denovo and the System Readiness access Client Assessment meeting to Validate and approve final verify that all things are conversion results „go„ Begin using the new System Outcome. Svstem is bve. Work Denovo Trainer and End User Assut In Finalizing Training Finalize Training Plans Training and Documentabon Training Plan, (Who What, When, (Who, What, When, and Solutionssub-projectPlan- (CompletedinParallelwith and How( Howl who, what, when, where, and Delwery) Contribute to development ii Develop of lob how While some of the of Job Dessnmiens and Descriptions and Apply tp Training Plan preparation tasks fuiduding Apply to Delivery Sessions Delivery Sessions End User Job Roles scheduling) may be Create Train -the Trainer Create End User Training Descriptions completed during the final Materials Materials Course Design - in the form of weeks of the Configuration Provide Train -the Trainer Attend Train -the Trainer a Course Outline for end user stage, most of the activities training training training) occur in parallel with Execute End User Training a Training Materials Delivery the training materials are finalized, the training attendees matrix and schedules are finalized and the training plan is executed m the final a weeks prior to go.live, with some training scheduled in the ambal weeks after go. I've Outcome. Tra o n i for trainers is complete and the initial trainmz of the system for end users is complete and additional training will be scheduled as Pan of an ongoing )post project) training plan Denpvo. Donovo Support, Optimal, antl Create and execute the Work with consultants for Consultant Support Schedule Clannest consultant support schedule answers to questions -0mate and"on call" During the Post -Go -Live (ensile and on call) Identify Issues and review schedule to support the period antl as Client users Support users with and approve resolution system during the transition become active in using the questions and issues Contribute to closeout Project Transition Issues and system, questions arise on Create and complete punch list and review and ModifacationsCog- howlousethesyslem.The project tar phase) closeout approve completion of Issuesiand opportunities Denavo consultants punch list items on the list denti6ed during the transition transition to the role of Identfy and resolve issues Renew and Approve 'as period prior to operational support team and ensure and optimization delivered" documentation support through Sennselslow that users are able to opponunmes Review and Approve Project/Phase Punch list -list effective use the system Update all system and user Operation Transition plan of Open items to be resolved During this process, we may documentation to"as Attend closeout meeting prior to closeout also identify minor delivered" and approve project for Operations Transition Plain - configuration ce is Create and execute phase completion) process to move from project development issues and or Operation Transition plan team supported system to discover that a more Plan and Conduct Project managed sew¢es support efficient method of (pr phase) closeout (through 5ewicenow) Performing tasks hunter meeting) Project/Closeout - Series of enhances the value of the Close out the projector tasks culminating with system. We then apply phasei Closeout meeting with Client system change approval that the Denavo management procedures to punch bst is modify current processes to completed mpleted optimize the system. As part of a Project for phase) close out process, a punch list is develop and all tasks required to transition the system to the Client are completed culminating in a project closeout meeting where the Client accepts the system and the project (or phase is complete. Outcome. Project for phase) related activities are complete and systems in the ooeratonal mode Schedule Planned project start date is tentatively set for September, 2016 with anticipated completion on or before January 31, 2017. The detailed project schedule will be finalized during project planning exercises. 4. Billing Rotes Hourly rates that will be used for requested consultant efforts have been provided in the following table: Denovo - Denovo Project Manager $200.00 CNC Consultant $172.80 Business Analyst (Capital Asset Management Consultant( $172.80 Developer $135.00 ' Denovo rates listed above apply to this Statement of Work only 5. Service Fees Efforts on this project are to be invoiced on a time and materials basis (invoiced every two weeks.) The level of effort anticipated by Denovo consultants and estimated services fees by phase have been provided below: Consulting Se, v, Estimated Estimated Effort (Hours) Service Fees Project Manager 169 $33,800.00 Business Analyst (Capital Asset Management Consultant) 532 $91.929.60 CNC Consultant 28 $4,838.40 Developer 80 $10,800.00 Consultant Travel Estimate $11,600.00 Grand Total 809 $152,968.00 Basis and Conditions for Pricing A summary of our assumptions, conditions, and constraints as related to this Statement of Work follows: • Consultant efforts as described in this statement of work shall be performed on a time and material basis • The proposed scope of work as estimated in this document is limited to the tasks described in in this statement of work. Any additional work would also be completed on a time and materials basis at the hourly rates provided above • Our assumption for scheduling purposes is that this statement of work will commence in September 2016. We anticipate that this effort will require 12-14 weeks to complete. although the actual duration depends largely on Client stakeholder availability. The final schedule will be jointly developed by the Client's and Denovo's project manager during project planning exercises • The Client will ensure that requested participation of stakeholders occurs on a timely basis and at the level requested e •=•••__•wvenuvo- s-onnpennai grape secet Page 12 of 16 Denovo • If the Client is unable to meet its deadline commitments, this may result in a Change Order to reflect any increase of consultant efforts, based on the duration and extent of delays • Client will ensure that all of the JD Edwards EnterpriseOne modules noted above are licensed prior to the commencement of the project • Client is responsible to provide project CNC support by Client's System Administrator. Denovo will provide "ad hoc" support for issue resolution, ESU and Package Builds. • Implementation of the above noted functionality is contingent on that its standard availability in the EnterpriseOne release that we are using as the basis for completing this statement of work • Client will configure three (3) full client JD Edwards EnterpriseOne configurations for Denovo consultants. These will be designated for use by Denovo consultants for configuration and Client will provide full client hardware based on requirements provided by Oracle for the most current release of JD Edwards EnterpriseOne being implemented in this statement of work • Client has configured and will utilize standard EnterpriseOne system change management capabilities (Object Change Management, Object Management Workbench) with installed, tested, and functional "standard" EnterpriseOne environments: Pristine, Development, Prototype, and Production • Initial navigation and functionality access will be via traditional system menus and will excluded the creation of EnterpriseOne Pages • Client will ensure that system environments are stable and that all of the standard capabilities are functional • Denovo and Client are jointly responsible to define and implement role security for the system roles associated with this statement of work • One View Reporting is excluded from this statement of work • Denovo agrees to configure standard "out of the box" Enterprise Report Writer (ERW) reports for each area identified in this statement of work. Custom reports are excluded from scope • Client is responsible to develop BI Publisher forms, if any are required • Custom electronic workflow is excluded from this statement of work • Customizations and modifications to the standard ID Edwards EnterpriseOne programs are excluded from this statement of work. • Assumptions are that a portion of the consulting efforts will be performed remotely and that consultants will have appropriate access to Client systems to work remotely • For onsite efforts, all travel expenses will be invoiced as per the travel policy noted later in this document. Travel estimates provided above are based on the following assumptions: ✓ Travel costs for non -local consultants may include airfare, lodging, rental car (for up to 2 consultants), daily per diem (at the current GSA published rate for Lubbock, Tx), mileage to/from consultant's home and local airport(at current IRS allowable rates) and airport parking or taxi, and rental car parking charges ✓ Reimbursable travel costs for local consultants (within 60 mile radius of Lubbock, TX) will be limited to personal car mileage to/from consultant's office or residence and Client facilities ✓ Travel and daily rates for non -local care based on a weekly effort of four (4) ten (10) hour days per week ✓ Hotel costs at the GSA published rate for FY2016 (and FY2017, should the project extend beyond October 1, 2016) will be available to non -local consultants and will thus be the maximum daily rate (plus applicable taxes) unless the GSA rate is unavailable Non -local consultants will have the ability to plan trips in advance to take advantage of best available coach class airfare Airfare and car rental rates will not substantially increase over the life of the project (a) Fee Payment Schedule for Consulting Services. The project will be invoiced on a Time and Material basis every two (2) weeks for efforts expended and approved travel expense incurred. Payment terms are net 30 days. Secret Denovo 6. Service Fee Assumptions Services may be added, revised or deducted via the Change Order Request process as defined in Section 9 of this Statement of Work. Additional Consulting Services requested by Client and added to the SOW within 90 days of Client's and Denovo's acceptance of the SOW ("Acceptance') will be priced according to the fees listed at the time of SOW Acceptance, Any Additional Consulting Services requested by Client after 90 days from the date of Client and Denovo's Acceptance of the SOW will be subject to the then current rates for such Services. It is understood that any Federal, State or Local Taxes applicable shall be added to each invoice for Services or materials rendered under this Agreement. Client shall pay any such taxes unless a valid exemption certificate is furnished to Service Provider for the State of use. 7. Expenses (reimbursed ;�,.,ding in the following schedule) Detail/NotesExpenses Expense Action' Airfare Actual Cost Main cabin (coach) fare and taxeswith receipts Meals Per Diem Per current GSA daily rates for the City of Lubbock Lodging Actual Cost Per current GSA daily rates for the City of Lubbock with receipts — if available for suitable lodging Auto Mileage Actual Cost Per latest IRS rates for POV usage Parking Actual Cost At Consultant's home airport and for rental cars at destination with receipts Taxis, Car Rentals, Gasoline Actual Cost With receipts Laundry (if onsite for S. straight days) Not Reimbursed Other incidental expenses Not Reimbursed 'Actual Cost, Per Diem, Not to Exceed, or Not Reimbursed R. Statement of Work Acceptance. Subject to the notice provisions below, Denovo reserves the right to modify or discontinue Services and to introduce new Services and features. Denovo may make available to Client all new services and features offered to all of its other clients. Denovo may, in its sole discretion, discontinue a Service at any time. Denovo will give the Client ninety (90) days' notice of the discontinuance of a Service. Discontinuance does not affect Change Orders accepted prior to the date of discontinuance, but new Change Orders for a Service will not be accepted after the date the Service is discontinued. Consulting Services Statement or work m Denovo -Confidential Trade Secret Page 14 of 16 Denovo Den ovo may, in its sale discretion, modify a Servicefrom, tome to time —for example to work with new third party products and services and to stay current with changing standards. Denovo will give the Client thirty (30) days written notice of the modification of a Service and of substantive modifications to a Service Description. Such modifications will affect both existing Services and new Change Orders. Within sixty (60) days of receipt of a notice of modification to a Service, Client may cancel Change Order(s) for that Service without liability for cancellation charges if the modification has made the Service materially less useful to Client. 9. Change Order Process. A Change Order Request ("CDR") is the method by which either Party may communicate and eventually effectuate Changes to the Services outlined in the applicable SOW. "Changes" include (i) the addition, subtraction, modification or other Change to any Services related to the applicable SOW, (ii) a Change that results in increased or reduced fees for applicable Services,and (iii) Changes to the Service Levels notagreedto as panofthisSOW. The Client or Denovo may request Changes by initiating the Change Order Process. To initiate the Change Order Process, the Party requesting the Change must fill out the Change Order Request form attached hereto and submit it to the appropriate project leader of the other Party. The Change Order Request must at a minimum describe the requested Change insufficient detail for the Client and Denovo to make a reasonable assessment of the request. The Client and Denovo will reviewthe Change Order Request promptly and follow up with each other as necessary for further clarification or to discuss the impact that the Change will have on the Services, deliverables, implementation schedule, Service Availability Levels, terms and conditions, and Client fees. A Change Order Request will not be effective nor will a Change be implemented unless the Change Order Request is executed by duly authorized representatives from both the Client and Denovo. Upon mutual acceptance of the Change Order Request, it becomes part of the entire agreement between Denovo and the Client with respect to the subject matter hereof. Denovo will provide a copy of all mutually accepted Change Order Requests to the Client for future reference. Each Party will be responsible for all costs and expenses incurred by it in participation of the Change Control Process unless otherwise agreed in writing. The failure of either Party to insist upon strict performance of the Change Order Request process for every Change shall not constitute a waiver of its rights as set forth in the Agreement, at law or equity. 10. Other Terms and Conditions See Attachments A and B (SIGNATURE PAGE TO FOLLOW] Consulting Services Statement of Work 0 Denovo - Confidential Trade Secret some FS ci Denovo IN WITNESS WHEREOF. thepartics agreed to the lems and conditions of thisagrcement on January _26.. 2017. CITY -LUBBOCK P OT e I Joy, MA P 0 TEM ATTEST: ReT ca Garza. City So APPROVED AS TO CONTENT: zlr get D AS TO FORM: TWE 4/4m� Kelli Leisure. Assistant City Attorney DENOVO YENTURES, LLC. Marty Snella, Chief Executive Officer of W ork Attachment A A. Nort-Arbitration The City resm" the right to �ercisc my right or remedy available to it by law, contract, equity, M oth"'w'se, including without filuit0tiOn, the right to seek my and all lbrms of relief in a court of competent jurisdiction, Further, the City shall not be subject to my arbitration process prior to "excising its unrcstricted right to =kjudicial remedy. The remedies set forth herein = cumulative and not exclusive, and my be mercised concurrently. To the extent of my conflict between this Provision and another provision in, or related to, this document, this provision shall control. B. Nonappropriation All funds for payment by the City under this contract are subject to the availability of an annual approprialion for this Purpose by the City. In the event of ricnappropriation of finds by the City Council of the City of Lubbock flor the goods or services provided under the contract, the City will tarninate the contract, without termination charge or other liability, on the last day of the then�curnmt fiscal year or when the appropriation made for the theri-current year for the goods or services covered by this contract is spent, whichever event mcm first. If at any time foods are not appropriated for the continuance of this contract, cancellation shall be accepted by the Sell� on thirty (30) days pnGr written notice. but failure to give such notice shall be of no effect and the City shall not be obligated undw this contract beyond the date of termination. Attachment B CITY OF LUBBOCK, TEXAS CONTRACT 12828 III. INSURANCE SECTIONA. Prior to the appm"[ ofthis con,,,t by &a City, be Cmarac,oidadl funligh a Completed bustrance Cmif,,, to the City, which $hall be completed by so agent authori7xil to bind the inamed urderumms) to the covMMa, limits, and wcnlinWi� Provisim Shown thetomi, and which shall fumish and contain all required i1fornatim mtem,,,ri or. indicated daemon. THE CITY SHALL HAVE NO DUTY TO PAY OR PERFORM UNDER THIS CONTRACT UNTIL SUCH CERTIFICATE SHALL HAVE BEEN DELIVERED TO THE CITY. INSURANCE COVERACE REQUIRED SECTION B. The City �Ts the right to revim the insurance requirements of this section durilg the effi:ctive period of die romrsil and to mr[Lift adjustment Of insurance coxvraiges mid their limits when deemed neonearly and pmdem by Cir� he upon changes in truantry law, court decismis, or the cW,, hiswry of the industry an well as the Contractor. the . _wd SECTION C� Subject to the Contractor's fight IQ mairitain resismimble, the Contractor shall obtain and maintain in fufl form and effoct for the dUratica Of this contract, and my coitension licivif, at Crunrumes Wle "Perm, Insurance QO%.cmm writes, by companin aWo%vd by the State ofTem and actitsuble in the City, in the JbIlowing type(s) and imusurri(a): TYPE OF INSURANCE C.Cill Goriest I-shilit, [] Other ClainniMede gocommon W/Heavy Equi,ocont 0 0�ame,ica TOIROt��mofCOMPIOCOp*-AonEndo��as COMBINED SINGLE LIMIT Gainers] Aggrepac S1.000,D00 Pmducu-CwnpvOp AGG Pcearmil & Adv. Irjury Comiractual LiAdir, vim DamaIC (Any we Fire) M.d Epi (My one PcOmn) OMDTIVELLA ILITY Any Auto AJIO".dM,. Pi,r Occimsea, S1.000,0DO Schodultal A.tar Hired Amos Non -Owned Aunt, U.bQ,I1. Fairs Any Auto Each Occurrence Aggregate Auto Only - Each Accident Each BUILDER'S RISK Accident Areus 100% of the Teal Contact Price INSTALLATION FLOATER 100% ofth. Total mairrul Costs POLLUTION CAItGO WOILKERS �PENSATION - �ATIJTORY AMOI.Nn OR OCCUPATIONlil. td!�DICAL AND DISMIlm SM-000 MPLOYERS'LIABILITY HER: COPIES OF ENDOSEMENTS ARE REQUIRED ChY QfLiddrck nosed as additional amred on AttolGenervi Diddlo, an a Mmag d sna-caeltubuto,, bout r, facludc md..ofoqo1.,ad.,o&aa. �. W.O., ofaabag-aon Mf- — -fda, City of �tk . all . �nr�" The City Of Lubbock shall be named is PmmaY additional insured with a waiver of sidn.gatims . favor of the City on 11 covenlige's AN copies of the Certificates of lasomare shall reference the commer 12828 for which the insurance is being supplied. ADDITIONAL POLICY ENDORSEMENTS The City shall be earned. upon requirt and �11110tn CXParrac:. to receive copic, of the policies and all mdommirears th my make any traiscutabie request for deletion, revision, or modderairm of particular policy terms, coodulan, eret, and c--lisswor (--ccp[ bm policy provisions limitali..' or = ftWbhshcd by law or regulation binding upon either of the parties harem or dic underwriter of any of such policies). Upon such request by the city, de COOmuWT shall exercise reasonable effahi 1. accomplish such chug" in policy coverages REQUIRED PROVISIONS The Contractor agrees that -with respect to the above required insurance, all insurance contacts and cirdicriu(s) of bonessurre will contain and scale, in writing, on the CandeAUt of it' attachruent, the folloiving required provisiora� a, Name the City oftubbock and its ofyj�, employees, sed elected repineianti w additional manerds, (w the ime,"t of each insured my appear) w to all applicable coveragc. b. Provide for 30 days notice to the City for cancellation, noa,=�"I, or material change, c. Pyo%idc for notice W the City at the address �howu below by registered mad; it- The Connector agrees to weive subrogation against the City of Lubbork, its alicari, employees, and elected xPrDSCOlativirl for injuriM including death, propercy damage, or sely odw in% to the Murat same my be CON�d by the proceeds cirbsearessee; c� Provide that all PmVisiOw of this contract concerning liability, duty, and standard of care together with the indonamfication provision, shall be underwritten by contractual liability COve][1190 sufficient to include such obligations within applicable policies. NOTICES The Contractor SUN unfify the City mtk event of anychartge in W"111191 Ind -bell 9Wc such notice$ nuit less it. 3D day, Prior the change, which notice must be accompiamed by a replacement CERTIFICATE OF INSURANCE. An notices shall be given to the City at the following address; Marms Alvarez, Director of Purchasing and Contract Management City of Lubbock 1625 13- Street, Room 2D4 Lubbock, Texas 79401 SECTION D. Approval, disapproval, or Whar: us act by dic City regarding any insiormace supplied by the Contractor idiall Out refievit the Comma" cffull responsibility or liability for damages and accidents as act forth in the contract documstrits. Neither shall the bankruptcy, insolvency, a derfiel Dfliability by the insurance company momenta the Connector firan liability. MR 12 oi� 416, CERTIFICATE OF INTERESTED PARTIES FORM 1295 Soft complete Nos. 1-c and 6 if there are interested parties. OFFICE USE ONLY Complete Nos. 1, 2, 3, 5, and 6 if there are no interested paNes. CERTIFICATION OF FILING Certificate Number: 2017-160646 1 Name of business entity filing form, and the city, space and country of the business entity's place of business. Denovd Ventures, LLC Niwot, CO United States Data Filed; 01/31/2017 2 Name of governmental entity or state agency that is a parry to the contract for which the form is being filed. City of Lubbock Date Acknowledged: 02/OV2017 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. 9278-S0W009 OD Edwards El Capital Asset Management Implementation Phase II 4 Name of Interested Party City, State, Country (place of business) Nature of interest (check applicable) Controlling Intermediary Denovo Ventures, LLC Niwot, CO United States X 5 Check only if there is NO Interested Party. ❑ 6 AFFIDAVIT I swear, or affirm, under penalty of perjury, that the above disclosure is true and correct. 1 f Signature of authorized agent of contacting business entity AFFIX NOTARY STAMP / SEAL ABOVE Sworn to and subscribed before me, by the said this the day of , 20 , to cerfify which, witness my hand antl seal of office. Signature of officer administering oath Printed name of officer administering oath Tide of off lost administering oath urms provided by Texas Gmms commission www.etmcs.state.U.us Version V1.0.277 CERTIFICATE OF INTERESTED PARTIES FoRM 1295 Soil Complete Nos. 1- 4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos, 1, 2, 3, S. and 6 if there are no interested panics. CERTIFICATION OF FILING Certificate Number: 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. Denovo Ventures, LLC 2017-160646 Niwot, CO United States Date Filed: 01/31/2017 2 Name of governmental entity or state agency that is a party tot a contract for a:h the form is being filed. City of Lubbock Date Acknowledged: 3 Provide the identification number used by the governmental all,, or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. 9278-SOW009 JD Edwards E1 Capital Asset Management Implementation Phase II 4 Nature of interest Name of Interested Party City, State, Country (place of business) (check applicable) Controlling lntm."gov Denovo Ventures, LLC Niwot, CO United States X 5 Check only if there is NO Interested Parry. ❑ 6 AFFIDAVIT I at, or affirm, under penalty of perjury, that the above disclosure is true and correct. pATNOTA J D _ PUBLIC NOTARY PUBLIC _ �— -- STATE OF COLORADO —1 NOTARY ID EXPIRES APRIL 2 MY COMMISSION EX%flE5 MOIL 26. 2019 Signature of aufhotlz@d �genl6l contracting business angry, \\/ AFFIX NOTARY STAMP/SEAL ABOVE /`1 Sworn to andsubscribed before me, by the said _ Il1/A1A1- V /" DJ L�pl this the ��� _ day of -J&nV" —��' 20 IL, to certifywhich, witness my hand antl's�e)al fof^office. —�.tr� /`d7.nhy � Il�nl�L„i Signature pj.6roc r admiflgering oath Printed name w officer admin edng oath Title of officer tjrWnItedng oath v • -- � ,onuo w„w wu,uasarvn www.emlcs.s[aiamus Version V1.0.277