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HomeMy WebLinkAboutContract 31894 CITY SECRETARY" CONTRACT NO. I PROFESSIONAL SERVICES AGREEMENT This PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and entered into by and between the CITY OF FORT WORTH (the "City"), a home rule municipal corporation situated in portions of Tarrant, Denton and Wise Counties, Texas, acting by and through Richard Zavala, its duly authorized Acting Assistant City Manager, and CORNERSTONE SYSTEMS, INC. ("Consultant") a Texas corporation acting by and through Dave Chittum, its duly authorized Vice President. 1. SCOPE OF SERVICES. Consultant hereby agrees to provide the City with mainframe operations system support. Such services are addressing City of Fort Worth mainframe system. Attached hereto and incorporated for all purposes incident to this Agreement is Exhibit "A" describing the scope of work. 2. TERM. This Agreement shall commence upon April 20, 2005 and terminate April 19, 2006. 3. COMPENSATION. The City shall pay Consultant an estimated amount of $156,000 in accordance with the provisions of this Agreement. Consultant shall not perform any additional services for the City not specified by this Agreement unless the City requests and approves in writing the additional costs for such services. The City shall not be liable for any additional expenses of Consultant not specified by this Agreement unless the City first approves such expenses in writing. 4. TERMINATION. 4.1. Written Notice. The City or Consultant may terminate this Agreement at any time and for any reason by its providing the other party with 30 days' written notice of termination. 4.2 Non-appropriation of Funds. In the event no funds or insufficient funds are appropriated by the City in any fiscal period for any payments due hereunder, City will notify Consultant of such occurrence and this Agreement shall terminate on the last day of the fiscal period for which appropriations were received without penalty or expense to the City of any kind whatsoever, except as to the portions of the pay in---_. agreed upon for which funds shall be been appropriated. 4.3 Duties and Obligations of the Parties. In the event that this Agreement is terminated prior to the Expiration Date, the City shall pay Consultant for services actually rendered as of the effective date of termination and Consultant shall continue to provide the City with services requested by the City and in accordance with this Agreement up to the effective date of termination. 5. DISCLOSURE OF CONFLICTS AND CONFIDENTIAL INFORMATION. Consultant hereby warrants to the City that Consultant has made full disclosure in writing of any existing or potential conflicts of interest related to Consultant's services and proposed services with respect to the Scope of Services. In the event that any conflicts of interest arise after the Effective Date of this Agreement, Consultant hereby agrees immediately to make full disclosure to the City in writing. Consultant, for itself and its officers, agents and employees, further agrees that it shall treat all information provided to it by the City as confidential and shall not disclose any such information to a third party without the prior written approval of the City. 6. RIGHT TO AUDIT. Consultant agrees that the City shall, until the expiration of three (3) years after final payment under this contract, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records of the consultant involving transactions relating to this Contract. Consultant agrees that the City shall have access during normal working hours to all necessary Consultant facilities and shall be provided adequate and appropriate workspace in order to conduct audits in compliance with the provisions of this section. The City shall give Consultant reasonable advance notice of intended audits. Consultant further agrees to include in all its subcontractor agreements hereunder a provision to the effect that the subcontractor agrees that the City shall, until expiration of three (3) years after final payment of the subcontract, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records of such subcontractor involving transactions related to the subcontract, and further that City shall have access during normal working hours to all subcontractor facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this paragraph. City shall give subcontractor reasonable notice of intended audits. 7. INDEPENDENT CONTRACTOR. It is expressly understood and agreed that Consultant shall operate as an independent contractor as to all rights and privileges granted herein, and not as agent, �,.lr, 1,u :''c representative or employee of the City. Subject to and in accordance with the conditions and provisions of this Agreement, Consultant shall have the exclusive right to control the details of its operations and activities and be solely responsible for the acts and omissions of its officers, agents, servants, employees, contractors and subcontractors. Consultant acknowledges that the doctrine of respondeat superior shall not apply as between the City, its officers, agents, servants and employees, and Consultant, its officers, agents, employees, servants, contractors and subcontractors. Consultant further agrees that nothing herein shall be construed as the creation of a partnership or joint enterprise between City and Consultant. 8. LIABILITY AND INDEMNIFICATION. CONSULTANT SHALL BE LIABLE AND RESPONSIBLE FOR ANY AND ALL PROPERTY LOSS, PROPERTY DAMAGE ANDIOR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, TO THE EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR OMISSION(S), MALFEASANCE OR INTENTIONAL MISCONDUCT OF CONSULTANT, ITS OFFICERS, AGENTS, SERVANTS OR EMPLOYEES. CONSULTANT COVENANTS AND AGREES TO, AND DOES HEREBY, INDEMNIFY, HOLD HARMLESS AND DEFEND THE CITY, ITS OFFICERS, AGENTS, SERVANTS AND EMPLOYEES, FROM AND AGAINST ANY AND ALL CLAIMS OR LAWSUITS FOR EITHER PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO CONSULTANT'S BUSINESS AND ANY RESULTING LOST PROFITS)' ANDIOR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT, TO THE EXTENT CAUSED BY THE NEGLIGENT ACTS OR OMISSIONS OR MALFEASANCE OF CONSULTANT, ITS OFFICERS, AGENTS, SERVANTS OR EMPLOYEES. 9. ASSIGNMENT AND SUBCONTRACTING. Consultant shall not assign or subcontract any of its duties, obligations or rights under this Agreement without the prior written consent of the City. If the City grants such consent, the assignee or subcontractor shall execute a written agreement with the City under which the assignee or subcontractor agrees to be bound by the duties and obligations of Consultant under this Agreement. 10. COMPLIANCE WITH LAWS, ORDINANCES, RULES AND REGULATIONS. Consultant agrees to comply with all federal, state and local laws, ordinances, rules and regulations. If the City notifies Consultant of any violation of such laws, ordinances, rules or regulations, Consultant shall immediately desist from and correct the violation. 1 11. NON-DISCRIMINATION COVENANT. Consultant, for itself, its personal representatives, assigns, subcontractors and successors in interest, as part of the consideration herein, agrees that in the performance of Consultant's duties and obligations hereunder, it shall not discriminate in the treatment or employment of any individual or group of individuals on any basis prohibited by law. If any claim arises from an alleged violation of this non-discrimination covenant by Consultant, its personal representatives, assigns, subcontractors or successors in interest, Consultant agrees to assume such liability and to indemnify and defend the City and hold the City harmless from such claim. 12. NOTICES. Notices required pursuant to the provisions of this Agreement shall be conclusively determined to have been delivered when (1) hand-delivered to the other party, its agents, employees, servants or representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3) received by the other party by United States Mail, registered, return receipt requested, addressed as follows: To THE CITY: To CONSULTANT: City of Fort Worth/IT Solutions Cornerstone Systems, Inc. 1000 Throckmorton 420 Exchange Fort Worth TX 76102-6311 Suite 150 Irvine, CA 92602 Facsimile: (817) 392-8654 Facsimile: 714-368-8198 13. SOLICITATION OF EMPLOYEES. Neither the City nor Consultant shall, during the term of this agreement and additionally a period of one year after its termination, solicit for employment or employ, whether as employee or independent contractor, any person who is or has been employed by the other during the term of this agreement, without the prior written consent of the person's employer. 14. GOVERNMENTAL POWERS. It is understood and agreed that by execution of this Agreement, the City does not waive or surrender any of its governmental powers. 15. NO WAIVER. The failure of the City or Consultant to insist upon the performance of any term or provision of this Agreement or to exercise any right granted herein shall not constitute a waiver of the City's or Consultant's respective right to insist upon appropriate performance or to assert any such right on any future occasion. 16. CONSTRUCTION. This Agreement shall be construed in accordance with the internal laws of the State of Texas. If any action, whether real or asserted, at law or in equity, is brought on the basis of this Agreement, venue for such action shall lie in state courts located in Tarrant County, Texas or the United States District Court for the Northern District of Texas, Fort Worth Division. 17. SEVERABILITY. If any provision of this Agreement is held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired. 18. FORCE MAJEURE. The City and Consultant shall exercise their best efforts to meet their respective duties and obligations as set forth in this Agreement, but shall not be held liable for any delay or omission in performance due to force majeure or other causes beyond their reasonable control (force majeure), including, but not limited to, compliance with any government law, ordinance or regulation, acts of God, acts of the public enemy, fires, strikes, lockouts, natural disasters, wars, riots, material or labor restrictions by any governmental authority, transportation problems and/or any other similar causes. 19. HEADINGS NOT CONTROLLING. Headings and titles used in this Agreement are for reference purposes only and shall not be deemed a part of this Agreement. 20. REVIEW OF COUNSEL. The parties acknowledge that each party and its counsel have reviewed and revised this Agreement and that the normal rules of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this Agreement or exhibits hereto. 20. ENTIRETY OF AGREEMENT. This Agreement, including the schedule of exhibits attached hereto and any documents incorporated herein by reference, contains the entire understanding and agreement between the City and Consultant, their assigns and successors in interest, as to the matters contained herein. Any prior or contemporaneous oral or written agreement is hereby declared null and void to the extent in conflict with any provision of this Agreement. CITY 6-KIF2 YiY:n li G:U �I� IN WITNESS WHEREOF, the parties hereto have executed this Agreement in multiples this Cn day of Ham 2005. -13 CITY OF FORT WORTH: CORNERSTONE SYSTEMS, INC. By: By: k F'O.u. A.., Ric and Zavala Michael F Hicken Acting Assistant City Manager Chief Financial Officer ATTEST: ATTEST: By: By: City Secretary Psi ria Arboi+ R na.nee Coord i A a--4,,- APPROVED AS TO FORM AND LEGALITY: Assistant City Attorney M&C: P-9948 Approved 4/20/04 Lrl J + 1 •. IJ'IJ City of Fort Worth, Texas Mayor and Council Communication COUNCIL ACTION: Approved on 4/20/2004 DATE: Tuesday, April 20, 2004 LOG NAME: 13PO4-0081 REFERENCE NO.: **P-9948 SUBJECT: Purchase Agreement with Cornerstone Systems Inc., for Mainframe Computer Systems Programming Services for the Information Technology Service Department RECOMMENDATION: It is recommended that the City Council: 1. Authorize a purchase agreement with Cornerstone Systems, Inc. (CSI) for mainframe computer systems programming services, using the State of Texas Catalog Information Systems Vendors (CISV) process, for an estimated first year cost of$152,000; and 2. Authorize this agreement to begin on April 20, 2004 and expire on April 19, 2005, with options to renew for two additional one-year periods; and 3. Ratify payment for computer systems programming services from CSI for the period of April 11 through 20, 2004, for an estimated $2700. DISCUSSION: On April 8, 2003 (M&C P-9780), the City Council authorized the purchase of mainframe computer systems programming services for one year from Cornerstone Systems, Inc. The CSI purchase agreement replaced services that had been previously provided by the Avizion Technology Group. The mainframe computer environment requires operating systems programming. Maintenance and periodic updates of software for the mainframe computer are necessary for the city's primary customer departments. The Public Safety, Municipal Courts, Human Resources and Finance Departments are vital programs running on the mainframe computer. The provision of this service by an outside vendor is a less expensive option than the city hiring at least 2.5 full-time personnel. This vendor model permits a company to staff each deliverable element with resources that have expertise in that area. The benefits include: The mainframe software system will be supported on a 7 day a week, 24 hour per day basis. The provision of systems management, which includes product installation, de-installation and performance and tuning activities. Performance of scheduled maintenance for software products, support for application issues and support for production control issues. Providing valuable systems information to management through detailed status reports including Logname: 13PO4-0081 Page 1 of 3 logging of mainframe performance. An additional requirement this year is for the vendor to be on-site at least one week per month, for the duration of the agreement. Two additional projects are included in this year's agreement. Both will address deficiency issues as identified by the Premis Group's process maturity model: Upgrade and standardize the on-line Customer Information Control System (CICS) environment to current IBM standards Implement TurboTunes to achieve performance tuning and optimization of the current installed applications environment. The TurboTunes product allows for greater efficiency for on-line response times and can significantly improve the time it takes to complete batch jobs. In late February 2004, a detailed document was developed listing the scope of services required. The document defined how the vendors should respond, and it provided extensive information about the mainframe computer operating environment. The IT Solutions Department solicited quotes from seven Catalogue Information Systems Vendors (CISV). Six vendors did not provide the City with a quote for the requested services. Three vendors provided a reason for their no bid response: 1. ACS Inc.--At the time of the request ACS did not have the appropriately trained staff available to provide the requested services. 2. Tek Systems Inc.--The vendor representative indicated that the company was not prepared to enter into an agreement which contained Service Level Agreements (SLA). 3. Idea Integration--At the time of the request Idea Integration did not have the staff to provide the requested services. Three vendors, Amherst, Logical Resources and TMP Inc., did not respond to either email or phone contacts by IT Solutions staff. CSI responded with a quote that met specifications. The base price for the mainframe operation systems support is $9,500 per month. To achieve the goal of being on site one week each month, CSI quoted the cost of travel and living expenses at cost and agreed to a $12,000 limit for the year, unless prior written authorization is approved by the city. The IT Solutions staff made a decision that two additional projects (upgrade CICS and implement TurboTunes) would be beneficial to the city to address deficiency issues as defined by the Premis Group. CSI provided written quotes for the two projects and provided pricing for an additional four weeks of on-site service. The additional cost for the two projects and on-site time is $26,000. The total cost for the year for base support services, upgrades, new projects and travel is about $16,000 less than the previous years agreement. The previous agreement with CSI ended on April 11, 2004. The second recommendation is for ratification of payment for three days of the remaining mainframe systems support. Cornerstone Systems Inc., is designated as a CISV vendor by the State of Texas. Under Section 271.083 of the Texas Local Government Code, a local government satisfies otherwise applicable bidding requirements when it makes a purchase through the State of Texas General Service Commission catalogue purchasing procedure, as established by Section 2157.061 of the Texas Local Government Code. The city will comply with that procedure for the purchase agreement under this Mayor and Council Communication. M/WBE - A waiver of the goal for M/WBE subcontracting requirements was requested by the Purchasing Division and Logname: 13PO4-0081 Page 2 of 3 approved by the M/WBE Office because the purchase of goods or services is from sources where subcontracting or supplier opportunities are negligible. RENEWAL OPTIONS - This agreement may be renewed for up to two successive one-year terms at the city's option. The cost of travel for the renewal periods may be increased, if the vendor provides documentation that there has been an increase in air fares, lodging and per diem costs. This action does not require specific City Council approval provided that the City Council has appropriated sufficient funds to satisfy the city's obligations during the renewal term. FISCAL INFORMATION/CERTIFICATION: The Finance Director certifies that funds are available in the current operating budget, as appropriated, of the Information Systems Fund. BQN\04-0081\LGS TO Fund/Account/Centers FROM Fund/Account/Centers P168 539120 0043020 $76,000.00 Submitted for City Manager's Office b . Charles Boswell (6183) Originating Department Head: Jim Keyes (8517) Additional Information Contact: Robert Combs (8357) Kate Yarhouse (8465) Logname: 13PO4-0081 Page 3 of 3 TABLE OF CONTENTS EXECUTIVESUMMARY.................................................................................................................................................1 PROPOSAL..........................................................................................................................................................................2 INSCOPE SERVICES......................................................................................................................................................3 ServiceLevel.................................................................................................................................................................3 SystemsManagement....................................................................................................................................................4 ScheduledMaintenance................................................................................................................................................4 Just in Time Support—24 Hours per Day,7 Days a Week..........................................................................................5 NCICCertification........................................................................................................................................................6 Microsof12000 Netmrk1Server/SQL—Host Integration Server.................................................................................6 Service Level Agreement for Problem Resolution........................................................................................................6 € SCLMImplementation..................................................................................................................................................7 OUTOF SCOPE SERVICES............................................................................................................................................8 TECHCENTERT"'DESCRIPTION..................................................................................................................................9 QUALIFICATIONS........................................................................................................................................................10 Account Management/Project Management..............................................................................................................10 TechnicalServices.......................................................................................................................................................11 TECHCENTER Tu ENGAGEMENT START-UP METHODOLOGY.........................................................................12 PRICING............................................................................................................................................................................14 CONTRACTEXTENSION....................................................................................................................................................14 BENEFITS UPON STAYING WITH CORNERSTONE SYSTEMS.........................................................................15 TECHCENTERTm APPROVALS....................................................................................................................................16 APPENDIX A—CUSTOMER REFERENCES.............................................................................................................17 1 APPENDIX B-MAJOR ACCOMPLISHMENTS BY CORNERSTONE AT THE CITY OF FORT WORTH.18 APPENDIX C—COMPANY OVERVIEW....................................................................................................................20 COMPANYOVERVIEW...............................................................................................................................................20 SERVICESOVERVIEW................................................................................................................................................21 IT ARCHITECTURE/INFRASTRUCTURE.................................................................................................................22 SHILLSOVERVIEW.....................................................................................................................................................23 PRINCIPALS..................................................................................................................................................................25 OFFICESAND LOCATIONS........................................................................................................................................25 COMPANYINFORMATION........................................................................................................................................26 APPENDIX D—STAFF BIOGRAPHIES.......................................................................................................................27 MANAGEMENTSTAFF PROFILE........................................................................................................................................27 TECHNICALSTAFF PROFILES..................................................................................................................................30 APPENDIX E CONTACTING THE CORNERSTONE HOTLINE.......................................................................33 APPENDIX F—PROJECT CHANGE CONTROL PROCEDURE...........................................................................35 City of Ft.Worth-Confidential Page ii 4/26/2005 C7���' � EXECUTIVE SUMMARY Cornerstone Systems,Inc.,is pleased to present the following MAINFRAME OPERATIONS SYSTEM SUPPORT PROPOSAL to the City of Fort Worth. In presenting this proposal to the City,Cornerstone Systems,Inc.has endeavored to outline our approach to the management of a highly efficient,cost effective systems environment. Cornerstone has provided 7 x 24 hour mainframe support to the City of Fort Worth since April of 2003. Cornerstone Systems, Inc. is in the process of stabilizing the mainframe environment,by making systems changes,doing tuning,applying maintenance,doing troubleshooting and providing support. In addition to providing system's programming support, Cornerstone Systems,personnel has provided IT consulting and has saved the City of Ft.Worth over$40,000 in software costs. Please refer to Attachment B,were there is an outline of some of our accomplishments. The Cornerstone Systems,Inc.TechCenterTM has provided the City of Fort Worth with access to our entire staff of highly trained and experienced systems programmers. Cornerstone Systems has a large cadre of systems specialists and has proven expertise in almost any platform or systems environment that would be required at the City. With the TechCenterTM in place,your staff has had the opportunity to"pick the brains of the finest talent in our industry." The depth of our staff resource means that your system issues can quickly and effectively be handled. Per your Mainframe Operations Systems Support Request for Quotation, the Cornerstone Systems TechCenterTM being proposed will provide our continued coverage for your S/390 platform. It will also cover major IBM and Independent Software Vendor system software products and IBM database products and tools as they relate to the IN SCOPE services. Service level objectives are defined through on-going discussion with the City of Fort Worth management. Please refer to details below for specific details on the scope of this proposed TechCenterTM over the next 12 months.The City,as needed,can adjust the scope of the TechCenterTM One of the major benefits of the Cornerstone Systems TechCenterTM is the ability to manage systems costs. Cornerstone Systems management estimates the cost of meeting the service level objectives defined by the City of Fort Worth management and proposes a flat monthly cost for providing the required services. Service cost is not set at the peak requirement level that it would have to be for the City employees. Neither is the service cost based on hourly rates that would vary widely month to month as peaks and valleys occur. The flat monthly cost is both economical and manageable for the City of Fort Worth. One of the greatest difficulties for an in-house staff in a dynamic environment is maintaining focus on long- term systems projects and systems management, while handling the short-term emergencies or "fighting fires." Having access to the depth and breadth of the Cornerstone Systems staff helps ameliorate the impact of short-term emergencies on the long-term plan. Additional resources can be brought in to handle emergencies or to assist in the long-term support requirements as requested. The Cornerstone Systems TechCenterTM offering provides many advantages to the City of Fort Worth. Based on our understanding of the current service requirements,we are prepared to provide the Cornerstone tIR_pgt' o ------ le. �mm�'e�ntf i theatore d � bo ' _ sg change over time both parties would retain the right to evaluate and renegotiate ricin on a 60-da c cSystems TechCenterTM for$P__8 __ with a 12-month contract. Understanding that requirements City of Ft.Worth-Confidential Page 1 4/26/2005 k PROPOSAL Cornerstone Systems,Inc.has five objectives for providing a Technical Support solution to the City of Fort Worth: ➢ Address all of the City of Fort Worth's In Scope Technical Support requirements ➢ Provide cost effective support for the mainframe environment on a day-to-day basis ➢ Reduce the business exposures relating to the availability of the City of Fort Worth's mission critical systems,such as unanticipated staff absence ➢ Perform on-going maintenance and upgrades to keep the City's system environment at stable and supported software release levels ➢ Provide cost saving benefits and higher efficiencies associated with a Cornerstone Systems, Inc. TechCentefrm solution. In order to provide the City of Fort Worth with the optimum Technical Support solution,and one that can provide an environment supportive of the City's requirements, Cornerstone proposes the TechCenter TM offering,which provides the following: ✓ Technical Services support and management ✓ 24 x 7 support plus backup personnel as needed ✓ Onsite and remote support ✓ A highly qualified and experienced staff What Cornerstone Systems offers the City with this offering is the 24x7 availability of"old pro"Technical Services professionals with years of experience in a variety of environments—"old pros"who can respond quickly and accurately and who can provide valuable information and assistance.We are currently supporting numerous clients with 24x7 environments and have supported several others in the past. Our services have been successful primarily because of(1)the technical expertise of our personnel,(2)our ability to respond quickly and (3) reduced costs - since our consultants are knowledgeable, tasks are accomplished in a minimum time. Cornerstone Systems provides a level of expertise, calling on the combined knowledge of over 70 systems professionals that is impossible to duplicate in a typical user client environment. City of Ft.Worth-Confidential Page 2 4/26/2005 i IN SCOPE SERVICES Below are the In Scope Services as outlined in the Mainframe Operations Systems Support Request for Quotation. Requirement: Service Level the support required is 7/24/365. At least 1 week per month on-site support(8am to 5pm) comment[d2l:Used toread._The support required Is 7/24/365. All off- hours support is phone based and requires Solution: 30-minute phone response and may require 2-hour on-site response.At least Cornerstone Systems, Inc.has the capability to have a Systems Programmer onsite for one week a month. 5p n kper month on-site support(Sam m The City of Ft.Worth may request that a person with a certain specialty area be there for a certain month. In addition we have an office in Dallas and could have someone on-site within 2 hours. We cannot guarantee who from our Dallas office will be onsite,but introductions will be made to the most logical people. This person from Cornerstone will be our,"eyes and ears"into the account that will enable your main technical support team to troubleshoot the problem. The person will typically not have the same level of skill as your primary support team. All Cornerstone resources are available via phone through the 24x7,365 days a year Hotline. Primary and backup persons will be assigned for support assistance. The correct technician is called for the problem described by the client. If a response by the technician is not received with b minuteg,the call is dispatched - Comment[d37:change from 15 to the secondary technician. If a response by one of the technicians is not received within 40 minutes, anminates automatic management escalation process is triggered. l_ Comment[d4]:change from 30 minutes These services are provided assuming that with the approval of the City of Ft. Worth, the appropriate telecommunications software,dial-up numbers and logon ids to access the CITY OF FT. WORTH systems are made available to the assigned consultants or if a remote connection between Cornerstone and THE CITY OF FT. WORTH is established. Cornerstone has IBM communication controllers installed at our headquarters. Assuming that THE CITY OF FT. WORTH provides a point-to-point or frame relay connection for a dedicated line,using these controllers,Cornerstone can establish a communication line link into the CITY OF FT.WORTH's data center. The TechCenteem offering for THE CITY OF FT. WORTH would include having a TechCentef M Manager assigned to the account. The first line of backup will be our lead management team contact,the General Manager,Mainframe Systems. The TechCenter"'A Manager and the General Manager of Mainframe Systems will closely communicate on a regular basis to ensure continuity of services provided to THE CITY OF FT.WORTH. The Hotline serves as a single point of contact for all calls made by the CITY OF FT.WORTH. When a problem occurs that requires research or there is a specific request service,the CITY OF FT.WORTH will contact the Cornerstone Hotline. All calls reported to the Cornerstone Hotline will be responded to and logged.When the Hotline receives a call,they will log the name of the caller,the time,the date,and then City of Ft.Worth-Confidential Page 3 4/26/2005 Ir i immediate) aim 01,y � � ati The technician is responsible for reporting status back to the Hotline,suchec .ce w. as the cause of the problem and the resolution. They will provide the Hotline with the information so that the problem is tracked from start to finish. Refer to APPENDIX E for the Cornerstone Hotline Escalation " Procedures. The Hotline will track and report on the number of calls and their resolution over a given time period. This will help Cornerstone Systems,Inc.ensure that acceptable service levels are being met.All service calls will be responded to within the timeframe specified in the Cornerstone Hotline Escalation Procedures. Requested tasks are usually handled within the same workday. There are no extra charges for premium or off-hours contacts,and the process for placing calls during normal and off-hours are the same.Based on the scope of work and the estimated project duration,however,a separate services agreement may be required to cover the additional expenses that would be incurred. Comerstone Systems,inc w ll provide;a Quarterly Call Beporf tliat,outhneshow inany calls stave wine mt the Hotlnie anc�=the iesolrhon Requirement: Systems Management Planning Product Installation Product De-installation Hardware/Software Upgrades System Performance and Tuning Configuration and re-configuration(Changes) Scheduled Maintenance PTF/APAR/Fix Monthly Quarterly As Needed Solution: 1. Develop, manage and perform performance monitoring and tuning for all z Series Operating System (z/OS)test,development and production Logical Partitions(LPARs)and subsystems,such as Customer Information Control Systems(CICS)and Database 2(DB2) 2. Develop, implement and maintain a process for installing and implementing new z/OS base operating system software releases and maintenance and for archiving old releases and maintenance City of Ft.Worth-Confidential Page 4 4/26/2005 3. Install,customize,test and implement new z/OS base operating system releases 4. Maintain z/OS at a current release level 5. Develop, implement and maintain a process for installing and implementing new third party software product releases and maintenance and for archiving old releases and maintenance 6. Install,customize,test and implement new third party software product releases 7. Maintain third party software products at current release levels 8. Configure, and customize z/OS products, and all licensed IBM and third party software products and tools as requested,such as TSO,ISPF,compilers,utilities,and the various system management products 9. Enhance z/OS and all licensed IBM and third party software products requested via the use of installation exits 10. Coordinate and provide support for hardware configuration changes 11. Collect,report on,and archive system logs,dump,hardware error records,and event-monitoring records 12. Manage system and subsystem performance and throughput via the use of the Workload Manager (WLM)and performance and monitoring tools 13. Assist Application Programming staff with usage questions and error notes 14. Be knowledgeable on S/390 hardware and sofhvare technologies and systems and capable of making recommendations. 15. Trouble shoot P Party Application Packages system problems as it relates to the operating system environment. 16. Cornerstone Systems,Inc.willreview and adhere to the City of Ft.Worth's Change Management Policy. 17. Cornerstone Systems,Inc.will provide,one no-cost, one-day consulting trip per year to meet one new Cornerstone resource. Cornerstone Systems,Inc.will schedule upon the,request of the City of Ft.Worth; comment[d6]:Now clause added Requirement: Just in Time Support— 24 Hours per Day, 7 Days a Week User Support—Telephone,email,on-site Operator Emergency Scheduled Problem Determination/Problem Source Identification Systems(OS,CICS,VTAM,SMS etc.)issues,problems and questions Network issues,problems and questions Application issues,problems and questions Production Control issues,problems and questions Personnel resources available to provide comprehensive 24x7 coverage for all mainframe system needs City of Ft.Worth-Confidential Page 5 4/26/2005 Vil :�V Solution: As stated in the Service Level requirement,our hotline will handle calls concerning all of the above issues as they pertain to the mainframe environment. Please read about our hotline under the Service Level Requirement section above. Requirement: NCIC Certification Solution: Cornerstone Systems,Inc.has researched the possibility of obtaining NCIC Certification. We are very open to the possibility of obtaining NCIC Certification,but many government agencies were contacted and nobody could tell us exactly what we needed to do to obtain certification. A formal question was submitted to Beatrice DeHoyos on Tbursday,February 26,2004. Upon receiving the requirements for Certification from the City of Ft.Worth,we will review them and provide the City with an answer. Requirement: Microsoft 2000 Network/Server/SQL —Host Integration Server Solution: Cornerstone Systems,Inc.personnel have extensive experience in Microsoft 2000 Network/Server/SQL with an emphasis on Host Integration Server (HIS) as it pertains to the mainframe environment. We have knowledge with installation,configuration and support Requirement: Service Level Agreement for Problem Resolution Solution: Cornerstone Systems, Inc. will work in conjunction with City of Ft. Worth personnel to determine Service Level Agreements and management escalation procedures for open problems. City of Ft.Worth-Confidential Page 6 4/26/2005 Requirement: SCLM Implementation Solution: Cornerstone Systems,Inc.will perform the following for the SCLM Implementation: Planning Session/Overview of SCLM with the Applications Team to plan the implementation and design of the project definitions.(1/2 Day). Build the project definitions based upon the application structure Create the project definition libraries Create the language definitions based on the existing compliers that are used to create production load modules. Create the security definitions for the new libraries. Create the handouts and provide education (1/2 day) for the Application Programmers in the use of the SCLM environment. Assist with the migration of one application in SCLM after the City of Ft.Worth has gone through the library cleanup process for that application(please see the process below). The two one-half day sessions mentioned above will be done during our onsite workweek. Out of Scope Cleanup of the existing inventory of source code,object and load modules. City of Ft.Worth personnel will need to determine if the code is active and which SCLM Library/Project Definition it should be placed into based upon the application. City of Ft.Worth-Confidential Page 7 4/26/2005 OUT OF SCOPE SERVICES The following areas were identified by Cornerstone as areas that are Out of Scope,but may be completed through a standard hourly contract or a mutual agreement in a change of scope for TechCentefFm agreement. • Version Upgrades — Version upgrades are different than release upgrades. Typically version upgrades involve a complex migration. For example OS/390 2.10 to z/OS 1.4. • Anything not specifically outlined as IN SCOPE •�� �ersfo��� �tn��n� l� �rl�n�� �s �agl'eerizen��o�g� � Wn`r$�flnsa � 51 ��� I3apnenean grad af /T 3arc� itri2te - �osto� us�xs+,1 cis$r�ii10 __ - commentf+��7+7e1�a3au��as7�ad �� The standard rates of Out of Scope Services will be$130 and hour. City of Ft.Worth-Confidential Page 8 4/26/2005 TECHCENTER TM DESCRIPTION The TechCenter TM is designed to meet and exceed all of the City of Fort Worth's Technical Services support assistance requirements as outlined in the IN SCOPE area above over the next year. This offering provides seven days a week, 24 hours a day Systems Programming support. Delivery of this service is through a combination of remote and onsite activities. All Cornerstone resources are available via pager through the 24x7 Hotline. A primary and a backup person will be assigned for support assistance "247" for each functional technical area being supported, i.e., OS/390/LPAR configuration, RACF, Third Party Software, DASD Management, Sort functionality, Daily Operations and System Programming support. A primary support person for the City of Fort Worth will be assigned to multiple technical areas. Remote backup services may be provided from various individuals on our staff nationwide to perform a variety of systems programming tasks from our facilities or their home offices,thereby,reducing costs and hours spent in travel.The City will approve all personnel assigned to the City of Fort Worth before they begin any services, if at all possible. This may not be possible in an emergency situation. These services are provided assuming the appropriate telecommunications software,dial-up numbers/VPN and logon ids to access the City of Fort Worth's systems are made available to the assigned consultants or if a remote connection between Cornerstone and the City is established. The TechCenter TM offering for the City would include having a TechCenter TM Manager,assigned to the account. The first line of backup will be our lead management team contact,the General Manager of Large Systems. The TechCenter TM Manager and the General Manager of Large Systems will closely communicate on a regular basis to ensure continuity of services provided to the City of Fort Worth. An additional advantage to the TechCenter TM offering is the 24 x 365 Hotline. The Hotline is a unique Cornerstone offering that provides effective cross-discipline support and problem solving for today's complex multiple platform environments. Cornerstone senior technicians are available 24 hours per day/7 days per week. They can provide support for OS/390, VM, VSE, Linux, OS/400, AIX and other non-IBM UNIX Operating Systems,TCP/IP;and various UNIX,IBM and 3rd party systems products,as requested. Through the Hotline service, the City of Fort Worth will have access to the technicians normally assigned to their account With 3snoror�erstone mai�ageatiert.approval, the City of Ft. Worth can have access to over 70 comrnent f lS tae usy1 #o read �luuugttiLeHvthtieeette technical members of the Cornerstone team with a wide variety of skill sets 24 hours a day,365 days a year through the Hotline service. k -0 � v� t � g o�ei�� etndc� �fje Comet onete e verli7a e no i ur�fiexsf3[ nggeen'aru When a problem occurs that requires research or there is a specific request service,the City of Fort Worth will contact the Cornerstone Hotline. All calls reported to the Cornerstone Hotline will be responded to and logged. When the Hotline receives a call,they will log the name of the caller,the time,the date,and then immediately contact a technician. The technician is responsible for reporting status back to the Hotline,such as the cause of the problem and the resolution. They will provide the Hotline with the information so that the problem is tracked from start to fmish. City of Ft.Worth-Confidential Page 9 4/26/2005 The Hotline will track and report how quickly or effectively that user support requests are being addressed. This will help Cornerstone Systems,Inc.ensure that acceptable service levels are being met.All emergency calls will be responded to immediately. Requested tasks are usually handled within the same workday. There are no extra charges for premium or off-hours contacts,and the process for placing calls during normal and off-hours are the same. Based on the scope of work and the estimated project duration, however, a separate Services agreement maybe required to cover the additional expenses that would be incurred. Cornerstone will create a team of the top personnel that have an appropriate mix of skills required for this engagement. The following is a brief summary of our staff qualifications. QUALIFICATIONS Account Management/Project Management The management team employed by Cornerstone Systems,Inc.offers a wealth of knowledge and experience to the staffs and various accounts they manage. Our managers have many years of experience in Information Technology account and project management. They have an extensive technical background in mid-range to large systems,which has led them to management positions managing Operations and Technical Services resources,projects and entire data centers for both small companies and major corporations in a wide variety of industries,including aerospace,banking,insurance,retail and transportation.They have managed staffs of more than 100 employees dispersed across the North America. Additionally,they have managed a multitude and wide variety of major projects, including data center relocations and consolidations; operating system, subsystem and network migrations; infrastructure design and implementations; and system design and implementations,such as Change Management. As in all of our Services engagements,we will employ our € normal Project Management practices with The City of Fort Worth. The Project Management Roles and Responsibilities of Cornerstone Systems,Inc.include: • Develops and enforces risk,communications,issue escalation,and scope management strategies. • Creates and maintains detailed Project Work Plan,milestone charts, and overall project documentation, including weekly project status summary,issue status log,hour-by-hour implementation and contingency Y plans,and hours report. • Manages all project and migration communications. The Cornerstone Project Manager will actively seek and collect the information required to maintain the various plans, status reports,and logs. All project information is posted in the CSI Quickplace on the CSI web site. This information is accessible only to the client and CSI team members. • Leads all project status review meetings. The project manager will provide an agenda,and be the lead spokesperson on all conference calls. The Project Manager will review project plan tasks and issues during the weekly Project Status Review Meetings. • Coordinates and schedules all Cornerstone project resources,tracking and reporting project expenses. • Resolves and/or escalates project issues to the Client and CSI management. • Keeps project in context of the Statement of Work. The Project Manager will follow the `Scope Management Strategy'defined at project start.All new approved project requests will be relayed through the Project Manager to the project team. The Project Manager will track all out of scope requests and work. • Ensures agreed-upon project deliverables and timeframes are met. City of Ft.Worth-Confidential Page 10 4/26/2005 vv C� ' R 5 Technical Services OS/390,z/OS and Third Party Software The staff of Systems Programmers employed by Cornerstone Systems, Inc. has a multitude of experience supporting a variety of operating systems running on a various types of processors. They have provided support for clients stemming from a wide range of industries and have a broad range of experience working with numerous third party products. Their primary responsibilities include day-to-day technical support for client data centers,operating system, subsystem and third party products upgrades as well as installs, in addition to mainframe hardware configurations and installation. They also have been involved with a wide range of projects,such as data center relocations,and operating system and subsystem migrations. The Communications Consultants working for Cornerstone Systems, Inc. have extensive experience in enterprise network design,and SNA implementation and design.We have assisted many of our clients with the implementation of an enterprise network solution, which included products such as LANs, TCP/IP, APPN,CSFI,NPSI,PC's,AS/400s. DASD Management Cornerstone Systems,Inc.has employed a staff of Technicians that is responsible for all aspects of storage management,including DASD capacity planning. They have years of experience working with a variety of DASD equipment,and IBM and third party sofivare management products. Some of the major projects they have completed are DFHSM and DFSMS implementations,DASD and tape conversions,including ESS and VTS. Security Management The technical support staff employed by Cornerstone Systems,Inc.has several years of experience working with various security systems in an OS/390 environment, the major ones being RACF, ACF/2 and Top Secret. Their primary responsibilities entail installing, customizing, implementing and maintaining these security systems,and under the direction of the client,administering security to ensure the proper protection of the client's programs and data. They have also developed procedures for performing the role of a Security Administrator, and performed conversions from internal to external security for online systems, such as SDSF and CICS. City of Ft.Worth-Confidential Page 11 4/26/2005 TECHCENTER TM ENGAGEMENT START-UP METHODOLOGY The process for transition of skills and responsibilities will occur through the following phased approaches. Step l:Review Roles &Responsibilities As part of the TechCenter TM offering,Cornerstone Systems,Inc.will assign a TechCenter TM Manager to act as the primary contact for support and coverage. This individual's responsibilities will include: ➢ Act as the Cornerstone Systems, Inc. central point of contact for the City of Fort Worth's MIS staff to perform problem determination and resolution on identified coverage areas. ➢ Act as the Cornerstone Systems,Inc.resource coordinator. ➢ Perform problem tracking and project management responsibilities for any engaged Cornerstone Systems,Inc.resource. ➢ Keep the City of Fort Worth's management aware of issues that require management attention. 1 ➢ Keep the City of Fort Worth appraised on Cornerstone Systems,Inc.activities on problem determination and resolution through activity reports(Timing of reports to be determined by the City Management). ➢ Assume responsibility for ensuring a smooth coverage transition for any work items where Cornerstone Systems,Inc.would act as primary support contact. ➢ Attend necessary meetings with the City's Management or staff. ➢ Build a technical support staff with extensive knowledge of and familiarity with the city of Fort Worth's computing environment. ➢ Provide backup resources through the"Safety Net"of systems programmers. The Cornerstone Systems,Inc.TechCenter TM Manager will have access to an assigned group of technicians, which will have acquired knowledge of the City of Fort Worth's environment. This assigned team of individuals will deliver the systems programming services from a remote dialup site,over a communications link between one of our locations and the City of Fort Worth's data center or on-site. This service delivery approach allows our staff to facilitate a team approach to resolving technical issues. Team members are able to draw upon each other's expertise in a given discipline to address problems. The net result is quick problem determination and resolution for the City. Step 2:Develop Site Survey Our resources are already familiar with the City of Fort Worth's environment and a site survey is completed. This survey provides our systems staff with the necessary documentation to be productive in the City of Fort City of Ft.Worth-Confidential Page 12 4/26/2005 Worth's environment. It also serves as a process to transition support from the current staff supporting the IBM S/390 environment.This survey is stored in the secured Quickplace location created specifically for the City of Fort Worth and will is updated as needed. Step 3:Review Contact Support Procedures Throughout this phase, we address the logistics involved in addressing the City's systems issues. Cornerstone Systems,Inc. will work within the City's procedural environment to eliminate any confusion. Issues that will be addressed include the following: ➢ Data center onsite access during normal hours/after hours/weekends/holidays. ➢ Support contact procedures during normal hours/after hours/weekends/holidays. ➢ Level of support-application/operational issues. ➢ Contacts for problems outside of our contract(i.e.other departments,other vendors,facilities,etc.). Step 4:Review Change&Problem Management Procedures Cornerstone Systems,Inc.will review the established Change and Problem Management procedures with all participating members of the Cornerstone staff to ensure full compliance. Step 5:Review Security System Cornerstone Systems, Inc. will review the City's security system. All related security issues would be discussed and documented (where applicable)as reference for the Cornerstone team. Step 6:Develop Workload Plan with MIS Management The City of Ft.Worth currently has a documented workload plan. This plan identifies a set of tasks that will be performed. City of Ft.Worth-Confidential Page 13 4/26/2005 PRICING Cornerstone Systems, Inc. is pleased to provide the following Technical Support solution for consideration by the City of Fort Worth. This solution provides 24x7 onsite and remote Technical Services support for all items as outlined in the IN SCOPE section fora monthly charge of$9,800 for the 112-month contract.__in addition, Cornerstone estimates the need for 12 one-week trips (as requested_by Comment[d9]:Change from the RFP) to the City of Fort Worth location. If the City of Fort Worth needs to increase the number of $9500.00to$9800.00 onsite weeks for Tech Center in scope services, an additional charge of$3600 will be billed for each additional week. Cornerstone Systems, Inc., requires a one-month notice when an extra week is ,additional Cornerstone Systems Inc. cannot guarantee a specific individual, can be scheduled, but we will work with the City of Fort Worth to make sure a person with proper skills is onsite, Cornerstone _ _ - comment[dio]: agrees to limit the annual total of travel costs not to exceed $24,000,_unless prior written_approval is'_ Added language: If the City needs to g _p pp_ increase the number of onsite weeks for obtained from the City of Fort Worth to exceed this $24,000 limit. Additionally, Cornerstone agrees to Tech center in scope Services,an meet current City of Fort Worth travel policies, additional chargo of$3600 will be billed for each additional week- Understanding eekUnderstanding that requirements change over time,both parties retain the right to evaluate and renegotiate comment[d11]t pricing after 90 days of contract execution. Cornerstone Systems,Inc.guarantees that the maximum increase Change from$12,000 to$24,000 that the City of Ft.Worth could occur would be 15%. CONTRACT EXTENSION Cornerstone Systems, Inc. will be willing to renegotiate a one-year contract extension with the City of Ft. Worth. The scope of work will have to be reviewed and any cost of living increases taken into consideration. t City of Ft.Worth-Confidential Page 14 4/26/2005 IZ �,., BENEFITS UPON STAYING WITH CORNERSTONE SYSTEMS ➢ Cornerstone is a proven entity—we have proven our strengths and abilities on multiple occasions to the . City of Fort Worth via our current relationship of our TechCenter. ➢ Cornerstone has saved you over$40,000 in software costs. ➢ Cornerstone provides a wide depth and breadth of systems expertise. ➢ Cornerstone can implement streamlining of operations through best practices. ➢ Cornerstone has the ability to quickly deploy a multitude of experienced resources to address a variety of areas simultaneously. ➢ Cornerstone has many current customers for whom we are already providing the expert level of service we are offering to the City of Fort Worth ➢ In addition to providing the services as outlined in this proposal,Cornerstone is very familiar with the City of Fort Worth environment. There would be a minimal learning curve. ➢ Cornerstone has the ability through our TechCenter TM offering to put an account manager with proven large account management skill,to ensure the City of Fort Worth management a successfully managed and supported environment. In addition, we can provide management with valuable information and recommendations on systems operations. ➢ Cornerstone has many years of experience of mentoring/advising clients.It is of the utmost importance to Cornerstone that an on-going knowledge transfer continues with all designated client employees. ➢ Cornerstone hires the best,treats them well,and as a result has a very low turnover rate.The client can be assured that the people assigned to their account are there to stay. ➢ Proactive advice and performance tuning suggestions are immeasurable benefits of working with the top talent in the industry. ➢ Cornerstone provides a"safety net"of resources during planned and unplanned absences of key staff members. ➢ Our offering reduces personnel related costs such as training,education and benefits. ➢ Our operating philosophy is not only to fix what is broken, but also to provide on-going problem determination and resolution. City of Ft.Worth-Confidential Page 15 4/26/2005 T EC H[CENTlERTM APPROVALS By signing below,we are confirming our agreement with all items as outlined in this document. Cornerstone Systems,Inc. City of Fort Worth April 26,2005 IGO L v S Date Date Signature Sl gn ure Michael F.Hicken Richard Zavala Printed Name Printed Name Chief Financial Officer Acting Assistant City Manager Title Title 1-714-368-8122 1- 817-392-8465 Telephone Telephone mhicken(o)csihome com Richard.Zavala@fortworthgov.org Email Address Email Address Ef E pE F AP"PROV ED AIS 11-0 1 ASSISTA T CITY ATTORNEY City of Ft.Worth-Confidential Page 16 4/26/2005 APPENDIX A-CUSTOMER REFERENCES Our firm has consistently demonstrated the ability to provide technical excellence with a balance of understanding critical business issues. Our clients will tell you that our quality of work is high and that our responsive nature makes us a valued vendor. We are positioned to provide THE CITY OF FT.WORTH with the same value. Following is a list of accounts that are currently utilizing a TechCenterTM services solution in enterprise environments similar to that of THE CITY OF FT. WORTH. For each reference,the organization name, mailing address,contact name and telephone number with area code,and the operating system environment are included. Cornerstone Systems understands that these references will be checked; therefore, the information supplied is current. Eijisil Blue Cross of Idaho = Jan Marshall OS/390 3000E.Pine Avenue (208)331.7571 61CS ;3 I Meridian,ID 83642 ! CA Datacom f Florida Community College at Jacksonville Paull~reeman —VSE 9911 fl1d BaymeadowS (904)632-3077 Adabas/Natural 7acksonmlle FL 32256 - _ CICS,TS Makita USA,Inc. Mickey Takahashi QS/390 j 14930 Northam Street „ (714)522-8088 x4000 ' CICS 3 La Miada,GA 90638-5753 IMS Smart&Final Frankie Jackson — 7105 600 Citadel Drive (323)869-6202 CICS Commerce,CA 90040 SeeBeyond Technology Corporation Craig Parks OS/390 404E HuntingtonDrive" (626)411-6000x6279 1 CICS i Monrovia,CA 91016 DB2 IMS 1 MQ Series AS/400 Yamaha Motor Corporation,U.S.A. Jim Smith OS/390 6555 Iatella Avenue '(714)T61-7376CICS Cypress,CA 90630-5101? MQ Series City of Ft.Worth-Confidential Page 17 4/26/2005 APPENDIX B - MAJOR ACCOMPLISHMENTS TS BY CORNERSTONE AT THE CITY OF FORT WORTH Since engaging with the City of Fort Worth, Cornerstone Systems, Inc. has addressed many significant problems and issues at the City of Fort Worth. A brief overview of the major accomplishments include: • Licensed IBM Software invoicing was reviewed by Cornerstone Systems,Inc. staff,resulting in a significant credit issued to the City of Fort Worth of more than$40,000,and proper billing going forward. • Several severe,unplanned outages have occurred during the current engagement between the City of Ft. Worth and Cornerstone Systems, Inc. These outages have included power and telephone service failures within the City of Fort Worth,hardware failures to the CPU,printers and tape drives, as well as the powerful"worm"virus that infected the entire county. During these outages,CSI led the effort for the City of Ft.Worth in diagnosing,resolving and returning the City to"business as usual'in the quickest amount of time possible. t • RACF The security administration of the City of Fort Worth Mainframe environment was at the lowest level,putting the City of Fort Worth at a great risk to exposure.A significant effort was required to raise the security level at the City of Fort Worth to an acceptable level for an entity of this nature.Major accomplishments included: E ➢ APF Library definitions were reviewed and modified to remove APF library definitions for non-existent levels. Without this change, the Mainframe environment of the City of Fort Worth was totally comprised.Fifty-two APF authorized libraries were protected,eliminating the vulnerability of these libraries to modification. ➢ The RACF userid of IBMUSER was revoked. This id has special operation attributes that any knowledgeable RACF user could exploit. ➢ SYSI.Nucleus was defined with UPDATE access, exposing the City of Fort Worth Mainframe environment to the possibility of deletion and updating of SYS1.Nucleus, resulting in the inability to perform an IPL ➢ The majority of datasets were not protected by RACF.Cornerstone System Inc.performed an analysis, and after obsolete datasets, such as Y2k,13132 related and QMF related were migrated to tape,procedures were put into place to protect datasets by the use Groupids and Userids with the PROTECTALL facility of RACF invoked. ➢ Procedures were established and implemented to revoking Userids not used by a certain € period of time. i ➢ Restricting the use of the CEDF, CECI and CEDB CICS transactions protected the CICS Production environment. m HSM was not being utilized to it's full potential. To remedy this the following tasks were E performed: ➢ The HSM parameters were modified to manage all volumes, whether they are SMS or NONSMS managed. € City of Ft.Worth-Confidential Page 18 4/26/2005 ➢ An additional DUMP class for Disaster Recovery processing was added, along with the proper definitions for the associated volume and storage groups. • System Documentation was non-existent regarding the City of Fort Worth Mainframe environment. To remedy this,a central repository of documentation was created for the City of Fort Worth on the Cornerstone Systems,Inc.website. This central repository is known as QuickPlace.It is a secured location, and access to it has been granted as requested by the City of Fort Worth. A sampling of items housed at the City of Fort Worth QuickPlace location include: ➢ Cornerstone Systems,Inc.and City of Fort Worth TechCenter Team Roster ➢ City of Fort Worth Mainframe Hardware Environment ➢ City of Fort Worth Software Environment(IBM and ISV) ➢ City of Fort Worth Special Procedures ➢ Weekly TechCenter Status Reports ➢ Weekly TechCenter Status Meeting Minutes ➢ City of Fort Worth Technology Workload Plan ➢ Change Management Documents for City of Fort Worth Along with the documentation described above, Cornerstone Systems,Inc.personnel have worked closely with City of Fort Worth personnel to develop comprehensive Operating Procedure Documentation for the City of Fort Worth Mainframe Computer Operators • Tape Errors were occurring at City of Fort Worth at a totally unacceptable rate, causing job failures,reruns and delays. Cornerstone Systems,Inc.personnel reviewed the EREP jobs at City of Fort Worth,and discovered that they were set up improperly,and not reporting on all equipment and failures. These jobs were corrected,and historical information is now being gathered. This enabled the City of Fort Worth hardware maintenance service providers with an avenue to pursue the problems affecting the normal operations of the City of Fort Worth mainframe environment.Along with this, Cornerstone Systems,Inc. personnel enabled the City of Fort Worth to eventually migrate from the older 3480 tape drives to the newer models already installed,thus savings on maintenance. • Multiple Logical Partitioning Configuration (LPAR) — There were varying levels of the Operating System in use at CFW when we began our engagement. .The TEST LPAR is now at the same level,z/OS 1.3,as the PROD LPAR.The ISV products are currently being upgraded and made available on the TEST LPAR.This permits a more viable environment for testing. • Daily Operations/Systems Programming Support has been provided to CFW since the beginning of our TechCenter engagement.This has included on-site and remote activities.These tasks include handling daily issues that come up,such as operator questions and procedures,Scheduler questions and procedures,Application questions and procedures,Security questions and procedures,technical questions and procedures and administrative questions and procedures. City of Ft.Worth-Confidential Page 19 4/26/2005 APPENDIX C-COMPANY OVERVIEW COMPANY OVERVIEW Founded in 1991,Cornerstone Systems,Inc.has established itself as a leader in providing technical support and application development services for mainframe and Unix operating system environments. Cornerstone Systems, Inc. is very stable financially, and has been profitable every year since it was first established. Cornerstone specializes in providing technical support and systems programming services in the IBM operating environments of OS/390,VM,VSE, OS/400,AIX and Linux,as well as their major subsystems such as CICS,DB2,IMS,NCP,VTAM,TCP/IP,Security Server and Netview. Cornerstone's business has expanded over the years from providing Enterprise Systems support at the operating systems and subsystems level to include systems administration, Lotus Notes/Domino and web-based application development and support services. In addition, Cornerstone Systems, Inc. was selected by IBM to become a remarketer of zSeries,pSeries and xSeries technology,sofhvare and storage products. Cornerstone Systems,Inc.has established itself as a leader in providing infrastructure support services across North America.We are in the business of providing successful infrastructure support that allows our clients to retain specific skilled workers and enable them to focus on high value-added, strategic uses, while we provide the utility infrastructure support. Our offerings include support for both mainframe and open systems environments and cover the following areas: Data Center Operations Data Center Systems Implementation TechCentefrm Operating System Upgrades TechBackupTM ISV Systems Software Upgrades Data Center Relocations Operating System Migrations Server Consolidation Subsystem Migrations and Implementations TechSupportTM ISV System Software Implementation System Administration Systems Programming Data Center Systems Planning Lotus Notes/WebSphere Implementation S/390 Best Practices Audit Lotus Domino/Notes Systems Implementation IT Operations Audit eBusiness/WebSphere Systems Implementation Systems Software Audit Domino/Notes Application Development Capacity Planning eBusiness/WebSphere Application Development Storage Studies Cornerstone is an IBM Premier Business Partner-Systems. Cornerstone has received IBM awards for Revenue Leadership, Software Leadership and IBM Global Finance Leadership. Cornerstone Systems is recognized within the industry for superior systems support and high customer satisfaction. System support activities include hardware and software configuration analysis,systems assurance,pre-installation planning, base system migration and operator training.Cornerstone provides all of the IBM zSeries Technology Value Added Enhancements including E-Commerce, Lotus Domino, Server Consolidation, Internet Connection, Linux,Parallel Sysplex and UNIX Porting,in addition to system and competitive migrations. City of Ft.Worth-Confidential Page 20 4/26/2005 Cornerstone is dedicated to providing the highest quality service and products in the industry. An IBM Premier Business Partner-Systems must qualify annually. The criteria for Premier are based on business measurements, employee education and certification and customer satisfaction. Cornerstone Systems has implemented a continuous measurement/improvement program for customer satisfaction. In addition, an outside survey firm selected by IBM performs an annual Customer Satisfaction Survey on all Cornerstone clients who have installed IBM systems in the previous 24 months. A Net Satisfaction Index excess of 80% from the IBM Customer Satisfaction Survey is a minimum requirement to be a Premier Partner. This means that 80%of the customers have to be Highly Satisfied with the overall performance of the Premier Partner. SERVICES OVERVIEW Cornerstone Systems,Inc.employs a results-oriented approach to client engagements.Our firm is recognized for its ability to solve complex issues and provide cost effective solutions in our clients'environments. Our mission is to improve the cost competitiveness of mainframe computing.Additionally,we provide full-time, active backup for current customers'staffs. Cornerstone has developed its methods through our experience with dozens of customers in similar environments. We constantly build on our knowledge,allowing us to continually provide the optimum,best practice solution to our customers. TechCenterT"M-Provides a range of services from full outsourcing of the systems programming functions to providing systems programming backup insurance. Cornerstone Systems,Inc.has signed several multi-year contracts as a facilities manager for legacy application environments. Our unique approach provides a "safety net" which allows for quick deployment of resources to address a variety of systems issues simultaneously. This offering gives our clients continued access to Cornerstone's talent pool to address requirements across multiple skill and product areas. It provides 7x24 systems administration,programming support on a fixed monthly contract. Delivery of this service is through a combination of remote and onsite activities. At the customer location, Cornerstone personnel essentially work as part of the client's staff. The entire team of Cornerstone specialists is available under this contract in the event a special need or issue arises. TechBackuVm — Designed to provide backup for systems programming and systems administration personnel. This offering can cover the technical support function during emergencies, vacations, and education or planned projects. This service is delivered through the Cornerstone Hotline. Tech Start- TechStart offers the customer a comprehensive solution to the issues normally encountered when installing new hardware. TechStarts will be in two flavors, TechStart Basic, and TechStart Plus. A TechStart Basic is a fixed price,predefined list of activities defined for every hardware platform Cornerstone sells. A TechStart Plus will include everything that a TechStart Basic does,plus it includes specific customer requirements. A TechStart Plus will be variably priced based on the additional requirements required by the customer. In cases where a combination of hardware solutions are sold,such as a z800,and a Shark at the same time, the TechStart Basic will be modified appropriately such that both platforms are included in a single document. TechStart has multiple benefits to the customer. Some of the benefits are: • Fixed cost—no surprises • Total solution—scope of work well defined City of Ft.Worth-Confidential Page 21 4/26/2005 • Web based status reporting of installation—improved communication • Project managed installation—timely management of issues • Minimization of customer staff involvement and disruption • Smooth implementation Custom Engagements—A variety of high quality services engagements including: IT Best Practices Assessments and IT Planning Server Consolidation Disaster Recovery Planning and Implementation Communication and Network Design Data Center Relocation Application Migration Storage Management High Availability Design and Implementation Security Operating system upgrades and migrations Value-Added Services Hotline—Provides limited problem management for Cornerstone Systems,Inc.(CSI)customers by assigning the appropriate technical support for software problems. Our objective is to eliminate multiple phone calls by the customer in order to obtain assistance on resolving these problems. The Hotline will perform this task. The benefits will be faster response to customer needs,controlled technical resources,and higher customer satisfaction. Web Access - Provides account management service for CSI customers via a web-based QuickPlace Document Library from our web page. All administration information, status reports, hardware and software information,including configuration diagrams,documented processes and procedures,project plans, and all other appropriate account information will be centrally stored and accessible to the City of Fort Worth and the entire Cornerstone technical support staff: This service is a standard for all of our services engagements. IT ARCHITECTURE/INFRASTRUCTURE Cornerstone Systems, Inc. has a variety of servers used for application development, systems testing and performance benchmarking. An IBM P/390 is installed for OS/390,VM and VSE related testing as well as Unix System Services and Linux related work. Our Unix test environment includes two IBM RS/6000,a Sun R280 and a HP 9000 server along with a variety on Linux systems including a Cobalt Qube. The AS/400 in the corporate office serves as the company wide Lotus Notes mail server. It is also used for development and testing, as well as porting of Lotus Domino/Notes applications from a PC environment through the use of multiple Domino partitions on a single AS/400. City of Ft.Worth-Confidential Page 22 4/26/2005 A number of other Intel based NT/2000 servers exist to support the various corporate applications such as finance, security, Lotus Sametime, email Gateway, SNA gateway, etc. Additionally, we have numerous NT/2000 servers that are dedicated to application development and test in support of client activities. The corporate office in Irvine uses a high speed ATM connection to access all the serves that are located in Valencia. At this time, all other remote offices are connected to our servers through various Intemet connections such as DSL or dedicated lines. Cornerstone has recently added a Storage Area Network(SAN)to our infrastructure and has become the first multiple sites IBM authorized Total Storage Solution Center in California. Many of the production and test systems discussed above are now connected to this SAN. We have also connected an IBM LTO tape library system to our SAN and are utilizing Tivoli Storage Manager to perform many of our backups. Every Cornerstone Systems technician is provided a laptop computer with multiple connectivity options. Our technicians have access to client systems, corporate Cornerstone systems and each other through various Intemet connections. All of this gives Cornerstone one of the most comprehensive support environments, which we are able to leverage to benefit our clients. Our staff of technicians from throughout North America can meet client support requirements. SKILLS OVERVIEW One of Cornerstone's strongest assets is our employees.The majority of our new hires come as referrals from existing employees. We hire the top talents in the industry, compensate them graciously,provide generous benefits, and provide unlimited training opportunities for them to improve their technical skills. For this reason,we have an extremely low turnover percentage. Our employees join the Cornerstone team for career advancement. They come on board with the expectation of staying with the Cornerstone team for the long haul. When our clients choose Cornerstone Systems,Inc., they can be assured of having the continuity of dealing with the same individuals year after year. Many of our employees have held operating and line management positions in addition to their technical specialties. This experience provides an ability to understand the business requirements and focus on improving the efficiency of technical support. Our employees continually strive to improve their IT industry expertise,with the goal of being the best in their specific specialty areas. Our technical credibility is proven in the continued successes of our clients. Cornerstone Systems, Inc. employees are hired not only for their technical skills, but also for their team- oriented approach. They have the opportunity to work at many client sites with various other Cornerstone technical staff members. The depth of Cornerstone's skill sets allows each employee to share their knowledge with others in the same specialty area. City of Ft.Worth-Confidential Page 23 4/26/2005 Our skills include the following list,and many more. Operating Communications e-Business Systems Third Party Software € Systems Products OS/390 VTAM DOMINO LOTUS NOTES APPLIED SOFTWARE, INC. MVS/XA NCP/SSP WEBSPHERE BMC MVS/ESA NETVIEW E-COMMERCE SUITE BOOLE&BABBAGE VM TCP/IP CANDLE CORPORATION VM/HPD CHICAGO SOFT VM/FSA COMPUTER ASSOCIATES DOS/VSE COMPOWARE VSE/ESA DIVERSIFIED SOFTWARE OS/400 EMC CORPORATION MVT GOAL/LEGENT AIX H& W COMPUTER SYSTEMS HP UX INNOVATION DATA SYSTEM SOLARIS LANDMARK SYSTEMS LINUX LEVI, REY&SHOUP Z/OS MACKINNEY SYSTEMS NEW DIMENSIONS PLATINUM SYSTEMS SAS INSTITUTE SEA SERENA SOFTWARE INT'L SOFTSYSTEMS SOFTWARE DIVERSIFIED SOFTWORKS, INC. STERLING COMMERCE STERLING SOFTWARE SYNCSORT E Storage TP Monitors Database Security Online Editors DF/DFP CICS DL/1 RACF TSO/ISPF DF/DSS IMS/DC IMS/DB ACF/2 ROSCOE DF/HSM MQ SERIES DB2 TOP SECRET DF/RMM ADABAS DF/SORT IDMS ADSM City of Ft.Worth-Confidential Page 24 4/26/2005 I PRINCIPALS President Herb Chittum Vice President Sales and Marketing Steve Acevedo Vice President Dave Chittum Treasurer Michael Hicken Secretary Ken Bowers OFFICES AND LOCATIONS Corporate Headquarters: IRVINE CALIFORNIA 420 Exchange,Suite 150 Irvine,CA 92602 Other Offices: United States ATLANTA GEORGIA VALENCIA CALIFORNIA 125 TownPark Drive,Suite 300 27200 Tourney Road,Suite 315 Kennesaw,GA 30144 Valencia,CA 91355 IRVING TEXAS 5215 North O'Conner Suite 200 Irving,TX 75039 Canada MISSISSAUGA ONTARIO MONTREAL QUEBEC 2 Robert Speck Parkway Suite 750 592 Jacques-Cartier St. Mississauga,Ontario CANADA L4Z1H Boucherville,Quebec CANADA J413 6J5 City of Ft.Worth-Confidential Page 25 4/26/2005 E E COMRANY II`�1F ORMATION Federal Employer Identification Number(EIN): 95-4313244 Year Firm was Established: 1990 Firm Website: www.csihome.com For questions regarding this proposal,please contact: Diane David Senior Account Executive Cornerstone Systems,Inc. 27200 Tourney Road,Suite 315 Valencia,CA 91355 Phone Number: 303/660-8543 E-mail Address: ddavidP.csihome.com t City of Ft.Worth-Confidential Page 26 4/26/2005 a ru APPENDIX D —STAFF BIOGRAPHIES Included are the biographies of what Cornerstone believes would be an appropriate mix of skills required for this engagement. The biographies have been grouped into the following two categories: Management and Technical Services. MANAGEMENT STAFF PROFILE Diane David Senior Account Executive Ms. David joined Cornerstone Systems Inc. in March 2003 after a 24-year career with IBM. As a Senior Account Executive for Cornerstone,she is responsible for Services Sales. Her skills include: IT Services: Infrastructure Services,Storage Services,PC Services,Web Hosting,Enterprise Risk Management,Systems Management,Network Security and Security Management. Servers: Mainframe,Intel processor-based,UNIX and Clusters. Storage: Disk,Tape and SAN. Software: Application Development,Database and Data Management,Commerce, Networking and Operating Systems Prior to joining to Cornerstone, Ms David held various positions at IBM including, Customer Service Executive, Services Sales Specialist, Systems Engineering Manager, Maintenance Field Manager and Manager, High Availability and Software Support. Her last IBM responsibility was that of IBM Client Manger for one of the largest financial institutions in the United States. She was responsible for creating total solutions that solved client needs consisting of hardware,software and services. During her tenure at IBM she won various awards for her accomplishments. Ms. David is known for her client orientation. She quickly analyzes and understands client requirements and communicates them to the Cornerstone Systems technical team. She provides excellent communications between the technical and executive levels at both the client and Cornerstone Systems. Ms.David has a Bachelor of Science Degree from Colorado State University. She has completed a number of IBM sponsored advanced business and technical programs. City of Ft.Worth-Confidential Page 27 4/26/2005 Dan Foulk General Manager,Mainframe Systems Mr. Dan Foulk joined Cornerstone Systems,Inc. in August 1993 after more than 30 years of experience in the data processing industry. As the Director of Large Systems,his responsibilities at Cornerstone include the management and coordination of all large systems technical personnel and project management resources. In addition, Mr. Foulk is an active account manager on many current Cornerstone accounts, and actively participates in the planning phases with new customers. Mr. Foulk's career has been primarily in the Technical Support arena. He has held progressively more responsible positions,managing staffs of more than 50 technical employees. Mr.Foulk had experience as the Data Processing Manager of a major corporate account, where he was responsible for managing and implementing extensive change control and strict operation and production procedures. Proficient as an Operations Manager,Technical Support Manager, and Data Communications Advisor,Mr. Foulk is considered to be a"hands-on"type of manager,and is well respected by his staff. The design,build, and move of a major corporate data center, and the implementation of a corporate-wide communication system,were all under his responsibility. City of Ft.Worth-Confidential Page 28 4/26/2005 Gail Ledet Senior Project Manager Ms. Gail Ledet joined Cornerstone Systems, Inc. with over 30 years of experience in Information Technology. As a Senior Project Manager, Ms. Ledet is responsible for OS/390 migrations, data center relocations,hardware installations and upgrades,including RS6000,and data warehouse solutions. Ms. Ledet has experience working in private industry, including a food distribution company and a department store, as well as for local, state, and federal government agencies. She has a background that includes application programming, systems programming (VSE and MVS), disaster recovery, IT management,cost benefit analysis,budgeting,mentoring and training,and infrastructure development. Ms.Ledet has experience with the following hardware and software products: 1)Hardware:IBM 7060 H50 and H70,zSeries 2064-101, RS6000, 9672/R15,R25, R45,R56, R65,ES9000 9021/9X2, 982, 620, IBM 4381, 4341, 4331, IBM 370/138, 125, IBM S/36, IBM 360/40, 360/22, and NCR Century 200; and 2) Software:z1OS,OS/390,MVS/ESA,VM/VSE,VSE,and various StorageTek,Candle,Computer Associates, and Boole&Babbage products. Since joining Cornerstone,Ms.Ledet's assignments have included: • OS/390 migrations and installations • z/OS installation € • Data center relocation • ESS installation and implementation • Tivoli Storage Management installation and implementation • RS6000 Fileserver/Webserver installation • Data warehouse solutions • Hardware installations and upgrades Throughout her career,Ms.Ledet has attended a variety of training courses and conferences to keep abreast of the latest technology offerings. She has served on various committees and moderated presentations at industry conferences. City of Ft.Worth-Confidential Page 29 4/26/2005 TECHNICAL STAFF PROFILES Dan Virostko Senior Systems Programmer Mr. Dan Virostko joined Cornerstone Systems Inc. in 1999 with 22 years of systems and application programming experience on IBM mainframe computers.His expertise is in installing and maintaining system software,and in leading large software projects. Some of the positions Mr. Virostko has held in the past are Chief Technologist,Area Head of Networks, Chief Systems Programmer,Senior Systems Programmer,all for a Gas company.Highlights from working in those capacities include investigating new technologies and products to improve the operation of IT functions,and the overall responsibility for Technical Services,LAN/WAN,Telecommunications,Security, Disaster Recovery and Electronic communication. Mr.Virostko's vast experience with software and hardware products include: 1)Hardware:IBM 3090,IBM 370/168MP and 3033MP,9672-zl7,7060-H50, and 3494 tape Libraries,Multiprise 2003-135 and 257; 2) Software:MVS/XA and ESA,OS/390,CICS,DB2,VSAM,TCPIP,LAN/WAN TETWARE,HP Openview with Traffix and Transcend,LPAR,and SAS EASYTRIEVE,RACF,JES2,PR/SM,CICS and SCLM. Recent projects at Cornerstone that have utilized Mr.Virostko's expertise include: ■ Participation in Year 2000 migration projects ■ Management of the OS/390 2.6 environment including a large CICS and DB2 environment ■ Implementation of System Managed Storage ■ Re-hosting of a client's application at an E-Design center ■ Planning,installation and customization of OS/390 V2.9 in a parallel sysplex configuration ■ Support of the porting of Lotus Domino and Java code to a Unix System Services environment Mr. Virostko studied at George Washington University, where he obtained 72 credit hours towards his Electrical Engineering Degree. His minor was Computer Science. He holds a UNIX SYSTEMS/C Programming certificate from George Washington University and has taken many classes of specialized training for MVS internals and performance and tuning, in addition to RACF, JES2, PR/SM, CICS and SCLM. City of Ft.Worth-Confidential Page 30 4/26/2005 Michael Read Senior Systems Programmer Mr. Read joined Cornerstone Systems Inc. in March 1996 with 34 years experience in Information Technology. As a Senior Systems Programmer for Cornerstone, Mr. Read's primary responsibilities include day-to-day technical support for client data centers, processor and DASD installations, and installation and upgrades of operating systems and third party software. He supports clients primarily on OS/390. Prior to joining to Cornerstone, Mr. Read was a Consulting Systems Engineer for 29 years at IBM Corporation responsible for Large Systems Marketing Support. Mr. Read also worked as a Consulting Systems Programmer at ARCO Products Company supporting MVS/ESA, DASD space management, and distributed printing. Mr. Read's experience with software and hardware products include: 1)Hardware: IBM 9672, IBM 3090, IBM 3380/3390,IBM ESS 2105,IBM ATLNTS and 2)Software:MVS/ESA,OS/390,HCD,SMP/E,JES2, ICKDSF, ISPF/PDF,PSF, SDSF, TSO/E, DFSMS, DFSMShsm, and products from Computer Associates, Compuware,and Levi,Ray and Shoup. Recent projects at Cornerstone include: ■ Multi LPAR/processor support for OS/390 environments ■ Multiple operating system migrations ■ TMM implementation(tape allocations redirected to DASD) ■ DASD management ■ Hardware configuration and installations(processor,DASD,tape) ■ Third party product installations,upgrades,and migrations Mr. Read has taken many classes of specialized training for large systems support. i City of Ft.Worth-Confidential Page 31 4/26/2005 � '�'��911!i.'1 I1 J•��J �IIj �1�.U�j u�`�i6 '. Marcus B.Fitzhugh Senior CICS Systems Programmer Mr. Marcus Fitzhugh joined Cornerstone Systems, Inc. in May 1993. He currently has over 15 years of industry experience in providing support for various versions of CICS. As a Senior Systems Programmer, Mr. Fitzhugh is focused on performing the installation, maintenance, tuning, and debugging of CICS subsystems and related program products for Cornerstone clients. Prior to joining Cornerstone,Mr.Fitzhugh was employed at a large chemical manufacturing company and a major entertainment company. At these companies his experience as a Systems Programmer was also in the CICS and MVS environments,with an emphasis on telecommunications systems. Mr.Fitzhugh's experience with various hardware and software products include the following: 1) Hardware mainframes: IBM 2003 and 9672, Amdahl 1400 and GS585; 2) Software: IBM communications server products, such as TCP/IP, VTAM, NCP,Network Print Facility, IP Printway, and Netspool; OS/390 and related products;and Landmark's Monitor and Candle's Omegamon for MVS. Mr.Fitzhugh's recent projects at Cornerstone include: ■ Migration to CICS TS 1.3,including the migration of a VSE application ■ Implementation of CICS interface to a TAO system and CA-View ■ Installation and maintenance of various third party products such as TPX, CICS Monitor, Abend- AID/FX,CA-View and Connect:Direct MVS ■ Installation and maintenance of various IBM communications products such as NCP, ACF/SSP, TCP/IP under OS/390,including FTP and Te1Net customization ■ Correction of substandard CICS installation and migration,including debugging and oversight of migration from earlier version of CICS Mr. Fitzhugh's education includes the following courses: CICS Introduction to Internal Architecture, CICS Internal Architecture, CICS Systems Debug, CICS Command Level Programming, CICS/ESA Structure Debugging, DASD Management and Disaster Recovery. He is also a member of the Los Angeles MVS Users Group,Pacific CICS Users Group,and NaSPA. City of Ft.Worth-Confidential Page 32 4/26/2005 APPENDIX E-CONTACTING THE CORNERSTONE tIOTLINE The MotGne @ (800) 510-3004 i' i The Hotline is available tossrst pou.,24 hours a day, 7 days a"week ti'icluding weekends and holidays. When you call the Hotline 800 number,the first person you talk to will be an operator.You should tell this person your name and that you want to report a problem or have a question.. The operator will then forward you to a dispatcher who will betaking the information about your problem or question.: The dispatcher will be asking you for the following information:. • Is the call for technical support,or is it a sales inquiry. • Your name • Your company name o Your callback number • Your e/mail address • If it is a sales inquiry,the state in which your company is located • A brief description of the technical problem or sales inquiry • Whether or not you need immediate assistance If your call is a sales inquiry, an a/mail will be sent to the appropriate Regional Sales Manager. An Account Executive will be assigned to your inquiry and will contact you as soon as possible. If you need immediate assistance, the dispatcher will also contact the r appropriate Regional Sales Manager. E If the call is for technical support, an e/mail will be sent to the appropriate technician for your account.Additionally,the technician will be contacted by phone or pager.The callback i from a technician or account manager should happen within 55 minutes, if the call is not E covered within 55 minutes,Cornerstone Hotline management is contacted. if you feel that this process is not occurring as it is described above, or if our response is not fast enough for your situation, please contact your account manager. If you are unable I to reach your account manager, please contact any Cornerstone manager. Contacting a manager is a part of our escalation procedures and can be used by you at anytime.Their, _ r names and phone numbers are listed below. City of Ft.Worth-Confidential Page 33 4/26/2005 17 ;.i�,� If r Contac ng a c,rnerstvt a r�na� r,please call thea gffi n rnbei�isted in the cha��low !!pho ���a�e vmcenatl ° ���'°e���'leave�terr}a tness�ge �fl�tray also�eri��ti�em a rnaii ate add�`as�shs��na�"fhe c�iar�when yatr�peak fc�a Erna��eox sr� ema�lt �se hmlher t3f the cs�nrmatlon number you_aere,g►vef�when yau,placed the call Cornersor�e Maars.Con#act List_--- ------- - ....__ �[ •VIa[ ........... _�C}>FFice ........__...._ ..._.. ^. Barbara Heppner - bht=.ppner,@csthcm 800 334 __ Dan Eoulk _._ _ 1[dfo�alkt�csthome corn $O(3 334 0800 1237 Keri 8awers itb�arvei s�cs�home caret 80�;U 334 }80 x24 tdiegelt�cshorrie cam IL - -- Denlse'Darn ddortn@cslhome coni 8(30 3340800 X124 Gatsedef DorisrParrts3i_T______.______ i dparrtsht�csthorne cc�m 8t}0 334-U8i�0 x164—j Pam Simmons �ps�m_mons a�csthome com 800 334 (3800 x232__ _._._I Mike Smttt rnsmtth csthczme carni JN 334 0800 x141' l Juan Iularttriez ,lrnartlnez@cstliome�m 954 663 72t�9 City of Ft.Worth-Confidential Page 34 4/26/2005 APP ENDUE F®PROJECT CHANGE CONTROL PROCEDURE 1. The Cornerstone Project Manager briefs all project participants on the Scope and Deliverables of the engagement at project start. i 2. If a project participant or stakeholder determines that changes to the scope of work or deliverables are necessary for successful completion, he or she notifies the Cornerstone Project Manager or the THE CITY OF FT.WORTH Management Interface. E 3. The Cornerstone Project Manager and the the CITY OF FT. WORTH Management Interface will first discuss the situation to determine if the change request should proceed. 4. If the answer is no,the Cornerstone Project Manager and the the CITY OF FT. WORTH Management Interface will advise the requester. The disapproved request will be reported at the weekly Project Status meeting and recorded in the minutes. 5. If the answer is yes,the Cornerstone Project Manager will document the change using the Project Change Control Form included in this document. Both the CITY OF FT. WORTH Management Interface and the Cornerstone Project Manager will then approve the request. 6. The CITY OF FT.WORTH Management Interface will submit the Project Change Control request to the the CITY OF FT. WORTH designated authorizer(s)who are responsible for cost, schedule, or service quality. 7. Concurrently,the Cornerstone Project Manager will submit the Project Change Control request to the Cornerstone designated authorizer(s)and the Cornerstone Account Executive. 8. The Cornerstone Project Manager ensures that all authorized signatures are obtained from the CITY OF FT. WORTH designated authorizers, the Cornerstone designated authorizers, and the Cornerstone Account Executive before action is taken. 9. The Cornerstone Project Manager reports the approved request at the weekly Project Status meeting, records it in the minutes, and posts all authorized change requests on the the CITY OF FT. WORTH QuickPlace. City of Ft.Worth-Confidential Page 35 4/26/2005