HomeMy WebLinkAboutContract 43436-A12 CSC No.43436-Al2
AMENDMENT NO. 12 TO
CITY SECRETARY CONTRACT NO. 43436
PROFESSIONAL SERVICES AGREEMENT
STA CONSULTING
WHEREAS, the City of Fort Worth (hereafter "City") and International Consulting
Acquisition Corp dba STA Consulting, (hereafter "STA"), collectively the "parties," entered into
City of Fort Worth City Secretary Contract ("CSC") No. 43436, (hereafter "Agreement") which
was authorized by the City Council by M&C C-25670 on July 26, 2012;
WHEREAS, the City has engaged the services of STA to provide expert guidance,
oversight,recommendations and planning assistance to the City in the management and execution
of this strategic initiative; and
WHEREAS,the parties wish to amend the Agreement to extend the timeline of system
support and project delivery assistance for the City's Enterprise Resource Planning System and
revise major tasks at no additional cost.
NOW, THEREFORE, for good and valuable consideration, the receipt and adequacy
of which are hereby acknowledged, the City and Consultant agree as follows:
1.
The Agreement is hereby amended to add "Exhibit B-12," services to plan for
automation installation and platform training beginning upon execution of the Amendment,
continuing until December 31, 2022. "Exhibit B-12" is attached hereto and incorporated into
the Agreement for all purposes.
2.
All other provisions of the Agreement that are not expressly amended herein shall remain
in full force and effect.
[SIGNATURE PAGE FOLLOWS]
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Amendment No. 12 to CSC No.43436 Page 1 of 12
NOW, THEREFORE, for good and valuable consideration, the receipt and adequacy of
which are hereby acknowledged, the City and Consultant agree as follows:
CITY OF FORT WORTH: CONTRACT COMPLIANCE MANAGER:
"j,6\, By signing I acknowledge that I am the person
By: Valerie Washington(Dec 10,202116:29CST) responsible for the monitoring and administration
Name: Valerie Washington of this contract, including ensuring all
Title: Assistant City Manager performance and reporting requirements.
Dec 10,2021 bwl�d ZW
APPROVAL RECOMMENDED: By: David zellmer(Dec 9,202111:27 CST)
Name: David Zellmer
By: Title: Interim Assistant Director, IT Solutions
Name: Kevin Gunn
Title: Director, IT Solutions APPROVED AS TO FORM AND LEGALITY:
ATTEST: By.
c � � Name: Taylor Paris
By: J etteS.Goodall(Dec13,202108Y CST) Title: Assistant City Attorney
Name: Jannette Goodall o�44na�v
ppF°Fonr dad
Title: City Secretary ;d °k'► CONTRACT AUTHORIZATION:
pj'° - M&C: 19-0362
ate°
�.�o 0
v o =� Date Approved: 12/03/2019
YTT 0
aa�nEXpSoa' Form 1295 Certification No.: 2019-556879
STA Consulting:
By:
Name:Nathan L.Frey
Title: Partner
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Amendment No. 12 to CSC No.43436 Page 2 of 12
Exhibit B-12
Proposal
JSGT,11
PROPOSAL
Presented to:
City of Fort Worth
Robotic Process Automation (RPA)
Bot Development, RPA Software Installation and Training/Mentoring—Statement
of Work
Presented by:
Information Services Group (ISG) Public Sector
December 3, 2021
imagine
Client Ccnfidentia1 [G 202 1 Information Services Group,Inc.All Rights Reserved
Amendment No. 12 to CSC No.43436 Page 3 of 12
Exhibit B-12
Proposal
City of Fod Worth
1�� SOW forgot Development
December 3.2021
Copyright Q 2021,Information Services Group,Inc.All Rights Reserved.
No part of this document may he reproduced in any form or by any electronic or mechanical means,
including information storage and retrieval devices or systems,without prior written permission from
Information Services Group,Inc-
Cl i ent Confidential.(D 2021 Information Services Group,Inc.All Rights Reserved
Amendment No. 12 to CSC No.43436 Page 4 of 12
Exhibit B-12
Proposal
City of Fort Worth
SDVV for Sot Development
1 SG, D7 tuber 3,2021
This Statement of Work(hereinafter referred to as"SOW")is subject to the terms and conditions of the
Professional Services Agreement between Irrtemational Consulting Acquisition Corp. dha 1SG Public
Sector("]SG")and the City of Fort Worth("Client")effective as of August 31,2016("Agreement"].
ISC is a leading provider of Ro hot ic Process Automation(RPA)services deliveringa comprehensive process
to assess an organization's ability to benefit from the implementation of Automation through acquisition,
implementation, training, and support for the related automation technologies. ISG's automation
methodology can be summarized into a phased approach to deliver these services.
This Statement of Work provides details of the proposed services for
1. Assisting Installation of Automation Anywhere A360 in the CFW infrastructure
2. Building a complex automation for City of Fort Worth-based on the Mobile Chargeback process.
3. In parallel with building the Mobile Chargeback process automation,building three additional
simple automations:
a. Daily Expense Report which includes these steps at a high level
i. Log into web portal
ii. Data entry-Type of Import,Company,Department,Office Code,Collection
Point,Batch Date,Date received
iii. Import-Attach file from Shared drive based on business rules
iv. Minimum verifications in Excel column may be needed(formats)
v. Identify any errors in upload and move to next file
vi. Repeat for 5 files
h_ Roll Forward Reconciliation which includes these steps at a high level:
i. Log in to People5oft
ii. Run queries(5)
iii_ Download output
iv. Update Excel sheets(5)
v. Refresh pivots
vi_ No fuzzy analysis or matching(rules not explained during sizing)
vii. Send email of final report
c. Consolidated Aging Report which includes these steps at a high level:
i. Log in to PeopleSoft
ii. Run queries(5)
iii. Download output
iv. Data dump into excel tab(1)
v. Aging summary pivot refresh
vi. Based on aging,send individual emails_
4. Providing Automation Platform Training in a phased approach
Scope of Services
1. Scope of Services under this SOW shall include the following RPA Services:
a. Conduct pre-launch with Client business and IT personnel to plan the RPA effort for the
automation to be developed(the"Planning").
Client Confidential.0 20 19 Information Services Group,Inc.All Rights Reserved P:,a,2
Amendment No. 12 to CSC No.43436 Page 5 of 12
Exhibit B-12
Proposal
City of Fort Worth
1 So IN for Sot Development
December 3.2021
b_ Automation Software Installation Advisory — Provide remote support services for the
installation of the RPA software for up to three (3) unique environments including
development,test/user acceptance test,and production environments.
c. Process definition,solution design,build and test for up to four(4)automations mutually
agreed upon by the Client and ISG(the"Automations").
d. Automation Platform Training
i. Services can include a phased approach for Beginner,Intermediate and Advanced
Training in 3 phases with optional training for Automation Life Cycle and
Automation COE Lead Training.
Scope Activities
1. Planning
a. Pre-automation planning—ISG leads planning call with Client to mutually agree upon the
scope and deliverables from this phase to maximize the time and resources while limiting
the scope for up to four(4)automations to the project timeline and within the Term.
2. Installation advisory
a. ISG will provide remote support services for the installation of the RPA software in the
Client's development,test and production. ISG and Client will mutually approve and sign-
off the installation post-completion to assure readiness for automation build/test phases_
3. Automations
a. For up to four(4)automations as outlined above,the automation process includes:
i. Process definition—ISG will lead and Client will participate in,process definition
activities to document the current process and deliver the Process definition
Document[Pao]_ ISG and Client will mutually approve the PDD within twenty-
four(24)hours of delivery.
ii_ Solution Design — ISG will lead and Client will participate in, solution design
activities to design how the automation will execute the process and prepare the
Solution Design Document(SDD). ISG and Client will approve and sign-off the
SDD,which will define the scope of the automation,within twenty-four(24)hours
of delivery_
iii_ Test Data and Test Scenarios- Client will prepare test data and test scenarios
(test cases and test scripts)for use in the Configuration (Build)/Test and User
Acceptance Test[UAT)phases. Test data and test scenarios shall be delivered to
ISG prior to the start of Con figu rat ion/Test_
iv. Configuration and Test — Based on the SDD, ISG will configure and test the
automation,with Client observing,based on test scenarios prepared by Client.
Once the automation has passed testing,ISG will notify Client of automation file
readiness for UAT.
v. Runbook—ISG will develop the runbook for the automation.
Client Confidential.0 2021 Information Services Group,Inc.All Ri0hts Reserved vane 3
Amendment No. 12 to CSC No.43436 Page 6 of 12
Exhibit B-12
Proposal
City of Fort Worth
1 So IN for Sot Development
December 3.2021
vi_ User Acceptance Testing — Client will be responsible for conducting user
acceptance testing. ISG will provide up to one (1) week of support for user
acceptance testing for each of the automations assuming time left in the Term.
vii. Deployment— Client will be responsible for establishing the production version
of the automation and running it in the Control Room.
4. Automation Platform training delivered in a phased approach. Only one week of training is
currently included;others can be added upon execution of a change order.
Deliverahles
1. For planning,the deliverables will include:
a. Establish and communicate the schedule for the automation configuration activities
b. Agree on the scope of the automation to be created
c_ The initial schedule for the automation development-
2- For the Installation deliverable will include,
a. Automation software installed in Client's environments.
3. For the automations,the deliverables will include:
a_ PDDs
b_ SDDs
c. Automation file(s)
d. Runbooks.
4. For Training
a. Training delivered
b. Training materials
5. Final Project Readout: ISG will deliver a final project readout including a summary of the
automations to conclude the project.
6. The estimated schedule for the automation project is as follows:
a. Week 1: Planning
b. Weeks 2:Installation Advisory
c_ Weeks 3-14-Process Automation Development for 4 Processes
d_ Week 16,Final project readout.
e. Weeks 2-16: one week of Training as scheduled during Planning.
Client Confidential.0 2021 Information Services Group,Inc.All Rights Reserved
Amendment No. 12 to CSC No.43436 Page 7 of 12
Exhibit B-12
Proposal
City of Fort Worth
1 So for Sot Development
December 3,2021
Term
1. This SOW entered as of the date of ISG signature("SOW Effective Date")shall remain in full force
and in effect for seventeen(17)weeks from the SOW Effective Date("Term').
Assumptions
1. Client acknowledges that the following are assumptions on which ISG is relying in entering into
this engagement and that these assumptions are reasonable:
a. Client will assign ISG a single point of contact("Client Project Manager )that will serve
continuously for the duration of the project without interruption.
b_ ISG will designate an ISG Project Manager to act as the primary liaison to the Client Project
Manager. The ISG Project Manager shall be responsible for overseeing all ISG personnel
performing Services under this SOW.
c. Client will have a guidance mechanism tsteering committee or similar)to facilitate timely
decisions on policy and/or direction as required.
d_ Requested information (e_g.,data collection),Client interviews and appropriate Client
staff will be made available in a timely manner prior to or relative to the project schedule.
e_ For any onsite work(Le.,work at Client offices),the ISG team will have access to an onsite
workspace that meets reasonable business standards required to accomplish a project of
this nature. This includes, but is not limited to, badge access to primary Client office
location(s),private offices)or conference roams,high-speed Internet access,conference
telephone,color laser printer/copier,fax machine,scanner,whiteboard,office supplies,
administrative support for coordinating meetings and other general office facilities.
f. Delays due to the inability of Client to make resources, reports, technical information,
complete dependent tasks, respond to escalations/requests and SMEs available in a
timely manner will impact project scope,duration and/or price and will necessitate a
change order.
g. All organizational,technical and environmental changes, which may affect the project
schedule and/or scope,will be communicated to ISG,in writing,as soon as possible.Such
a change may necessitate a change order.
Client Confidential.0 2021 Information Services Group,Inc.All Rights Reserved pal!"
Amendment No. 12 to CSC No.43436 Page 8 of 12
Exhibit B-12
Proposal
City of Fort Worth
So for Sot Development
ISG` December 3.2021
h_ Services will be performed through a combination of onsite and remote work at ISG
discretion as necessary to perform the Services. ❑nsite work is assumed to occur
between Monday at 1:00 pm and Friday at 12:DD pm during normal business days in most
weeks,but may vary based upon the work plan and schedule_ ISG will make reasonable
commercial efforts to meet Client requests based on schedule availability for onsite
activity.
i. The RPA software will be installed according to the vendor specifications,fully working
and tested,with authorization and access to required systems/applications and Client's
development environment by the Client, prior to the start of any configuration
(build)/test phase work. Delays in this installation will necessitate a change order.
j. Client will be responsible for providing ISG with thorough, complete and accurate
information to complete process definition and solution design documentation,down to
the keystroke level;test scenarios;automation deployment from the development to test
and from test to production environments, if applicable; deployment scheduling and
Control Room functions;and change management.
k. Client will establish and validate the use of all security,accesses and authorizations to
networks, systems and applications, such as dedicated user accounts, access to test
environments and access to test data_
I. Client shall not conduct systems, network, or application maintenance (planned or
unplanned) on any systems, network or applications required for access during the
training activities(does not include external systems such as websites and portals).
m_ The project has agreed upon start and end dates and ISG and Client agree to make best
efforts to conclude the project with the delivery of automation files)to user acceptance
test that fulfill the scope of an agreed-upon SDD. However, Client understands and
accepts that unanticipated questions,problems and issues,including delays in dependent
tasks, may result in the delivery of automation files that do not fulfill the scope of the
SDD.
n. Test data and test scenarios shall be based on the S D D for a process and shall be prepared
and approved by Client. Test data shall be set up/configured and test scenarios shall be
delivered to ISG prior to the commencement of automation configuration(build)and shall
be used for testing during the configuration/test phase. The same test data and testing
scenarios shall be used by the Client during UAT. Test scenarios shall include test cases
and test scripts that support the approved S D D for each automation.
o_ Offshore resources will be utilized to support various activities throughout the project.
p. Client shall be responsible for user acceptance testing.
Fees&Invoicing
1. ISG's consulting fee for rendered Services will be a fixed fee of$151,5DD.00
2. ISG will provide to the Client written invoices according to the following Schedule with(i)initiation
of the project,provide to Client a written invoice for fifty percent(SDIA)of the entire fixed fee of
the project and (ii) upon completion of the project,provide to Client a written invoice for the
remaining fifty percent(50%)of the respective fixed fee. The breakdown of fees is as follows:
a. Automation Installation:$15,QO0
Client Confidential.0 2021 Information Services Group,Inc.All Ri0hts Reserved v:,.•[
Amendment No. 12 to CSC No.43436 Page 9 of 12
Exhibit B-12
Proposal
City of Fort Worth
So for Sot Development
1 S IG D7 tuber 3,2021
b_ Automation Training-$17,500(one session)
c. Automation Builds:
i. Mobile Chargeback(Complex Process):$54,000
iL Daily Expense Report/Roll Forward Reconciliation/Consolidated Aging Report(Three
Simpler Processes):$65,000.00.
Expenses
ISG will be responsible for all actual out-of-pocket expenses for travel,lodging and meals incurred by
ISG in connection with providing Services under this SOW.
Changes in Scope of Services or Deliverables
Any changes in the Scope of Services, Scope Activities, Period of Performance, or Assumptions
associated with this engagement must be reflected in a written change order mutually agreed and
approved by Client and ISG.
Miscellaneous
Client acknowledges and consents to use of ISG affiliate resources to provide Services under this SOW.
Please acknowledge your acceptance by signing below:
City of Fort Worth International Consulting Acquisition Corp.
dba ISG Public Se_ctor�f
By: By:
Name: Name:Nathan L.Frey
Title: Title:Partner
Date: Date:12/3/2021
Client Confidential.0 2021 Information Services Group,Inc.All Rights Reserved Pace 7
Amendment No. 12 to CSC No.43436 Page 10 of 12
Exhibit B-12
Proposal
City of Fort Worth
Sold for Sot Development
1 SG De-ember 3,2021
Attachment A—Customer Order Form for Automation Anywhere A3fi0 Software(3 Year 5 u bs r.H ption)
International Cons ufting Acquisition Carp.
---------------------------------------------------
Customer Order Form
Automation Anywhere
---------------------------------------------------
Th Is order Form("Order")for Automation Anywhere Software is submitted by City of Fort Worth pursuant to the
terms and conditions of the Automation Anywhere Claud Automation Agreement.Invoicing for the licenses will
commence upon execution of this Order with payment due thirty(30)days from the invoice date.Support will be
provided pursuant to the terms of the International Consulting Acquisition Corp.Standard Support Services Policies.
This Order is non-cancellable and non-refundable for the duration of the Contract Term.
Company Name:City of Fart Worth
Order Type:Renewal
Software Version:A360 Pure Cloud
Order Information
Order Description Term Start Date End Date Invoice Amount
Contract Term 3 Years December 13,2021 December 12,2024
Year 1 December 13,2021 December 12,2022 $49,876.71
Annual Invoicing Year 2 December 13,2022 December 12,2023 $55,000.00
Year 3 December 13,2023 December 12,2024 $55,000.00
Total Value $159,976-71
License Information
License Description Quantity Unit Price Total Price
Cloud-Standard Pack-Promotion
-3Control Rooms
-3 Bet Creators
-3 Bot Runners(Unattended)
-3 Bet Runners(Attended) 1 $55,000.00 $55,000.00
-1 Bot Insights Platform
-1 Bet Insights User
-6 Bot Creators(December 2021 Promotion)
License Keys Year 1
Subtotal $55,000.00
Credit Back for Partner Pack Through June 17,2022 {$5,123.29)
Total Year 1 $49,876.71
Agreed and Accepted:By its signature below,each party hereby accepts and agrees to be hound by the terms of this
Order set forth herein.
Client Confidential.0 2021 Information Services Group,Inc.All RiOhts Reserved Pane tt
Amendment No. 12 to CSC No.43436 Page 11 of 12
Exhibit B-12
Proposal
City of Fort Worth
1 So for Sot Development
De mber 3,2021
International ConsultingAcquisition Corp. City of Fort Worth
By. GLGersrC,J By:
Name: Nathan Frey Name:
Titlei Partner Title-
Date: 12/3/2021 Date:
Client Confidential.0 2021 Information Services Group,Inc.All Rights Reserved Pape 9
Amendment No. 12 to CSC No.43436 Page 12 of 12
11/19/21,7:36 AM M&C Review
Official site of the City of Fort Worth,Texas
CITY COUNCIL AGENDA F°RT�1'
DATE: 12/3/2019 REFERENCE **M&C 19- LOG NAME: 04STA CONSULTING CONTRACT
NO.: 0362 AMENDMENT
CODE: C TYPE: CONSENT PUBLIC NO
HEARING:
SUBJECT: Authorize Execution of Contract Amendment No. 8 to City Secretary Contract No. 43436
with International Consulting Acquisition Corporation d/b/a STA Consulting in an Amount
Not to Exceed $323,125.00 to Provide Additional Production and Project Support for the
Financials Upgrade Project which will Upgrade PeopleSoft (ALL COUNCIL DISTRICTS)
RECOMMENDATION:
It is recommended that the City Council authorize the execution of contract Amendment No. 8 with
International Consulting Acquisition Corporation d/b/a STA Consulting in an amount not to exceed
$323,125.00 to provide production and project support.
DISCUSSION:
This M&C provides the necessary authorization to enter into an Amendment with STA to provide
production support for the Financials Upgrade Project, which will upgrade PeopleSoft Financials and
PeopleSoft Purchasing to the latest the most current Oracle versions.Additionally, the M&C will
provide project support for the implementation of the PeopeSoft Inventory Management System for the
Fire and TPW Departments.
STA Consulting has been under contract since 2012 and have provided professional consulting
services for ERP when the PeopleSoft Financials project commenced. They have intimate knowledge
of the City's system and processes. On June 4, 2019, the City Council approved Mayor and Council
Communication (M&C P-12336) to execute Amendment No. 7 for STA Consulting (STA) to provide
additional system support, project delivery assistance and Robotic Process Automation. Funding for
these initiatives shall not exceed $323,125.00. This M&C will bring the total contract amount
to $9,969,581.00.
M/WBE OFFICE - International Consulting Acquisition Corp. d/b/a STA Consulting agrees to maintain
its initial M/WBE commitment of 11 percent that it made on the original Agreement and extend and
maintain that same 11 percent to all prior amendments up to and inclusive of this Amendment No. 8.
Therefore, International Consulting Acquisition Corp. d/b/a STA Consulting remains in compliance with
the City's M/WBE Ordinance and attests to its commitment by its signature on the Acceptance of
Previous M/WBE Commitment Form executed by an authorized representative of its company.
ADMINISTRATIVE AMENDMENT - An administrative change order or increase may be made by the
City Manager up to the amount allowed by relevant law and the Fort Worth City Code and does not
require specific City Council approval.
AGREEMENT TERM - This Amendment updates the contract expiration to December 31, 2020.
FISCAL INFORMATION/CERTIFICATION:
The Director of Finance certifies that upon approval of the recommendations, funds are available in
the current operating budget, as appropriated, of the General Fund and that, prior to an expenditure
being made, the participating department has the responsibility to validate the availability of funds.
TO
Fund Department Account Project Program Activity Budget Reference# Amount
ID ID Year I (Chartfield 2)
FROM
apps.cfwnet.org/council_packet/mc_review.asp?ID=27509&councildate=12/3/2019 1/2
11/19/21,7:36 AM M&C Review
F QMd Department Account Project Program Activity Budget Reference# Amount
ID ID Year Chartfield 2
Fund Department Account Project Program Activity Budget Reference# Amount
ear a ie
Submitted for City Manager's Office by_ Kevin Gunn (2015)
Originating Department Head: Roger Wright (2230)
Additional Information Contact: Anabelle Pannell (8461)
ATTACHMENTS
apps.cfwnet.org/council_packet/mc_review.asp?ID=27509&councildate=12/3/2019 2/2