HomeMy WebLinkAboutContract 34805, '.i=
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PROFESSIONAL SERVlCES 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 Karen L. Montgomery, its
duly authorized Assistant City Manager, and CORNERSTONE SYSTEMS, INC. ("Consultant") a
Texas corporation and acting by and through Dave Chittum, its duly authorized Vice President.
WHEREAS, on or about May 20, 2004, fhe City and Consulfanf enfered info an agreement for
purchase, implementation, programming and support services for the City's Mainframe Computer
Systems pursuant to Gity Secretary Coniract ("CSC'� No. 30075; and
WHEREAS, the Cify's goal is to maintain afl mainframe saftware at vendor-supported and
current maintenance levels; and
WHEREAS, in order to maintain a supported operating system, the Cify will require an upgrade
to the system; and
WHEREAS, the parties desire to enter into an agreement for additional mainframe programming
services for the upgrade.
NOW THEREFORE, for the good and valuabl� consicieration as stated herein, the parties hereby
agree as follows:
1. SCOPE OF SERVICES.
Consultant hereby agrees to provide the City with professional consulting services for the
purpose of performing an upgrade the operating system to the current version z/OS 1.7 as outlined in
the Statemenf of Work, which is attached hereto as Exhibif "A," and incorporafed for all purposes
incident to this Agreement.
2. TERM.
This Agreement shall commence upon the date that both the City and Consultant have executed
this Agreement ("Effective Date ) and shall continue in full force and effect until terminated in
accordance with the provisions of this Agreement or when the City provides Consultant with written
notice that Consultant has fulfilled its obligations under this Agreement and that Consultant's services are
no longer required.
3. COMPENSATION.
The City shall pay Consultant an amount not to exceed $124,305_00 in accordance with the
provisions of this Agreement. Consultant shall not perform any additional services for the City not
specified by this Agreement. Any additional services shall be requested and such associated costs shall
be approved in writing by the City. 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 af any time and for any reason by
providing the other party with 30 days written notice of termination.
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4.2 Non-apqropriation 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 fhe 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 payments herein agreed upon for which funds shall be been appropriated.
4.3 Duties and Obliqations 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 / CONFIDENTIAL INFORMATION.
Consultant hereby warrants to the City fhaf Consu(fanf has made fuff discfosure 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. Consultant shall store and maintain City
Information in a secure manner and shall not allow unauthorized users fo access, modify, delete or
otherwise corr�apt City lnformation in any way. Consultant shall notify the City immediately if the
security or integrity of any City information has been compromised or is believed to have been
compromised.
6. RIGHT TO AUDIT.
Consuftanf agrees that the Cify sha(I, untif fhe expiration of fhree (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 work space 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, representative or employee
of the City. Subject to and in accordance with fhe condifions 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 r�spondeat superior shall not apply
as between the City, its officers, agents, servants and emptoyees, 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 INDEMNIFICATIO
CONSULTANT SHALL BE L/ABLE AND RESPONSIBLE FOR ANY AND ALL PROPERTY
LOSS, PROPERTY DAMAGE AND/OR PERSONAL /NJURY, INCLUD/NG DEATH, TO ANY AND
ALL PERSONS, OF ANY K/ND OR CHARACTER, WHETHER REAL OR ASSERTED, TO THE
EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR OM/SSION(S), MALFEASANCE OR
INTENTIONAL MISCONDUCT OF CONSULTANT, ITS QFFtCERS, AGENTS, SERVANTS OR
EMPLOYEES.
CONSULTANT COVENANTS AND AGREES TO, AND DOES HEREBY, INDEMNIFY, HOLD
HARMLESS AND DEFEND THE CITY, ITS OFF/CERS, AGFNTS, SERVANTS AND EMPLOYEES,
FROM AND AGA/NST ANY AND ALL CLAIMS �R LAWSUiTS FOR EtTHER PROPERTY DAMAGE
OR LOSS (INCLU�/NG ALLEGED DAMAGE QR lOSS T� CONSULTANT`S BUSINESS AND ANY
RESULTING LOST PROFITS} AND/Oi,' PERSONAL /NJURY, INCLUD/NG DEATH, TO ANY AND
ALL PERSONS, OF ANY K/ND OR CHARACTER, WHETHER REAL OR ASSERTED, ARISING
OUT OF OR /N CONNECTION WITH TH/S AGREEMENT, TO THE EXTENT CAUSED BY THE
NEGL/GENT ACTS OR OM/SS/ONS 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. INSURANCE.
Consultant shall provide the City with certificate(s) of insurance documenting policies of the
following minimum coverage limits that are to be in effect prior to commencement of any work pursuant
to this Agreement:
10.1 Coveraqe and Limits
a) Commercial General Liability
$1,000,000 Each Occurrence
$1,000,000 Aggregate
b) Automobile Liability
$1,000,000
$250, 000
$500,000
Each accident on a combined single limit basis or
Property damage
Bodily injury per person per occurrence
Coverage shall be on any vehicle used by the Consultant, its employees,
agents, representatives in the course of the providing services under this
Agreement. °Any vehiclen shall be any vehicle owned, hired and non-owned
c) Worker's Compensafion
Statutory limits
Employer's liability
$100,000 Each accident/occurrence
$1 Q0,000 Disease - per each employee
$500,000 Disease - policy limit
d) Technology Liability (E&O)
$1,000,000 Each Claim Limit
$1,000,000 Aggregate Limit
Technology coverage may be provided through an endorsement to the
Commercial General Liability (CGL) policy, or a separate policy specific to
Technology E&O. Either is accepfabfe if coverage meets all other requirements.
Coverage shall be claims-made, and maintained for the duration of the
contractual agreement and for two (2) years following completion of services
provided. An annual certificate of insurance shall be submitted to the City to
evidence coverage.
This coverage may be written as follows:
Workers' Compensation and Employers' Liabi(ify coverage with fimits consistent wifh
statutory benefits outlined in the Texas workers' Compensation Act (Art. 8308 — 1.01 et
seq. Tex. Rev. Civ. Stat.) and minimum policy limits for Employers' Liability of $100,000
each accident/occurrence, $500,000 bodily injury disease policy limit and $100,000 per
disease per employee
10.2 Certificates.
Certificates of fnsurance evidencing fhaf fhe Consulfant has obfained all
required insurance shall be delivered to the City prior to Consultant proceeding with any
work pursuant to this Agreement. All policies shall be endorsed to name the City as an
additional insured thereon, as its interests may appear. The term City shall include its
employees, officers, o�cials, agent, and volunteers in respect to the contracted
services. Any failure on the part of the City to request required insurance documentation
shall not constitute a waiver of the insurance requirement. A minimum of thirty (30)
days notice of cancellation or reduction in limits of coverage shall be provided to the
City. Ten (10) days notice shall be acceptable in the event of non-payment of premium.
Such terms shall be endorsed onto Consuttant's insurance policies. Notice shall be sent
to the Risk Manager, City ofi Fort Worth, 1000 Throckmorton, Fort Worth, Texas 76102,
with copies to the City Attorney at the same address.
11. COMPLIANCE WITH LAWS. ORDINANCES, RULES AND REGULATIONS.
Consultant agrees to comply with all applicable federal, state and local laws, ordinances, rules
and regulations. If the City notifies Consultant of any violation of such laws, ordinances, rules or
regulafions, Consultant shall immediafely desist from and correcf fhe violafion.
12. NON-DISCRIMINATION COVENANT.
Consultant, for itself, its personat representatives, assigns, subcontractors and successors in
interest, as part of the consideration herein, agrees that in the pertormance 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, Consuttant agrees to assume such liability and to indemnify and defend the City
and hold the City harmless from such claim.
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13. 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 elecfronic confirmation of fhe fransmission, or (3)
received by the other party by United States Mail, registered, retum receipt requested, addressed as
follows:
To THE CITY:
City of Fort Worth/IT Solutions
1000 Throckmorton
Fort Worth TX 76102-6311
Facsimile: (817) 392-8654
14. SOLICITATION OF EMPLOYEES.
To CONSULTANT:
Cornerstone Systems, Inc.
420 Exchange
Irvine, CA 92602
Fa cs i m i l e: 714-368-8198
Neither tf�e City nor Consultant shal(, during tf�e ferm of fhis agreemenf 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.
15. 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.
16. 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 respecfive right to insist upon appropriafe performance or fo assert any such right on any
future occasion.
17. CHOICE OF LAW,
This Agreement shall be construed in accordance with the interna( (aws 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.
18. 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.
19. 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 a force majeure event or other causes beyond their reasonable control including,
but not limited to, compliance with any govemment 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.
20. 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 eifect that any ambiguities are to be resolved
against the drafting party shall not be employed in the interpretation of this Agreement or exhibits hereto.
21. 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.
IN WITN�SS HEREOF,.the parties hereto have executed this Agreement in multiples this ���,:J cJay of
, 200�.
CITY OF FORT,WORTH:
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Karen L. Montgomery //�/� f
Assistant City Manager/CFO.
CORNERSTONE SYSTEMS, INC.
By: -
(name) Michctel � HiCkCn
(title) C.F•U
ATTEST:
ATT' _ . T:
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By:
Gity Se�retar
APPROVED AS TO FORM AND LEGALITY:
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Assista t City Attorney
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z/OS �.7 Migration
Statement of Work
Prepared by: Cornerstone Systems, lnc.
May 30, 2006
Alan Tamny
National Account Executive
972-691-9694
atamny@csihome.com
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TABLE OF CONTENTS
z/OS 1.7 M
1. STATEMENT OF WORK .................................................................................................................................1
1.1. Goa� ............................................................................................................................................................ i
1.2. TasK ............................................................................................................................................................i
1 .3. SCOPE OF WORK ...........................................................................................................................................1
1 .4. �UT OF SCOPE ..............................................................................................................................................2
1.5. /�PPROACH ....................................................................................................................................................2
1 .6. ASSUMPTIONS AND CONSIDERATIONS ..............................................................................................................4
1 .7. SUCCESS FACTORS .......................................................................................................................................6
1.8. RisKs ...........................................................................................................................................................6
2. SCHEDULE AND MILESTONES ....................................................................................................................6
3. DELIVERABLES .............................................................................................................................................7
4. ACCEPTANCE CRITERIA ..............................................................................................................................7
5. ESTIMATED HOURS AND DURATION ..........................................................................................................7
6. STAFFING AND ROLES .................................................................................................................................8
6.1 . CORNERSTONE SYSTEMS, INC .: .......................:..............................................................................................8
6.2. CITY OF FORT WORTH :...................................................................................................................................8
7. PRICING ..........................................................................................................................................................8
7.1 . SERVICES .....................................................................................................................................................8
7.2. EXPENSES ....................................................................................................................................................9
8. CHANGE CONTROL PROCESS ....................................................................................................................9
9. STATEMENT OF CONFIDENTIALITY ..........................................................................................................10
10. STATEMENT OF WORK ACCEPTANCE.� ...................................................................................................10
APPENDIXA ...............................................................................................................................................................12
CORNERSTONE PROJECT CHANGE CONTROL PROCEDURE ..........................................................................12
APPENDIXB ...............................................................................................................................................................14
CUSTOMERREFERENCES ....................................................................................................:..............................14
APPENDIXC ...............................................................................................................................................................16
STAFFBIOGRAPHIES ............................................................................................................................................16
MANAGEMENTSTAFF PROFILE ........................................................................................................................16
TECHNICAL SERVICES STAFF PROFILE ..........................................................................................................19
STATEMENT OF WORK
OS-30-06
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z/OS 1.7 Migrafion
1. Statement of Work
1.1. Goal
z/OS 1.7 Migration
The goal of the City of Fort Worth is to maintain the system software for their mainframe environment at
current and vendor-supported maintenance levels.
1.2. Task
The primary tasks of this Statement of Work are to:
1) Set up a Test System
2) Install and test z/OS 1.7 and associated IBM OS products on the Test System
3) Port and test ISV products compatible with z/OS 1.7 on the Test System
4) Migrate operating system to z/OS 1.7into Production environment
5) Migrate ISV products to z/OS 1.7 compatible releases into Production environment
1.3. Scope of Work
Cornerstone Svstems, Inc. Responsibilities:
1) Provide Project Management
a. Conduct project status meetings
b. Prepare and post status reports/meeting minutes in the QuickPlace
c. Maintain the migration plan
d. Maintain the project log
e. Review and administer Project Change Control
f. Coordinate with the City of Fort Worth management interface
g. Escalate issues
2) Planning
a. Conduct a Project Kick-Off Meeting
b. Plan the migration with the City of Fort Worth representative
c. Develop a migration plan
d. Review existing policies and procedures
e. Review existing system configurations
f. ' Schedule weekend tests and a migration date
3) Installation
a. Setup a Test System
b. Install and test z/OS 1.7 toleration maintenance
c. Implement z/OS 1.7 toleration maintenance
d. Install and test z/OS 1.7 base and current maintenance
e. Customize z/OS 1.7
f. Port and test CICS/TS 2.3
g. Port and test all remaining licensed IBM products
h. Port and test all ISV products
4) Testing
a. Instruct the IT staffs on the new z/OS 1.7 commands and IPL and shutdown procedures
b. Provide support for user testing
c. Prepare basic z/OS 1.7 procedural documentation
d. Prepare z/OS 1.7 installation documentation
e. Install z/OS 1.7 latest hiper maintenance
f. Prepare ISV product installation documentation
g. Build Production z/OS 1.7 System with ported ISV products
05-30-06 Page1
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5)
h. Develop an hour by hour test plan
i. Pertorm two weekend tests
j. Perform problem resolution
k. Train application programmers to create test plans for ISV products
Implementation
a. Develop an hour-by-hour migration plan
b. Perform a migration from z/OS 1.5 to z/OS 1.7
Post Implementation
a. Perform problem resolution
b. Finalize z/OS 1.7 procedural documentation
`c, Finalize z/OS 1.7 installation documentation
d. Accept z/OS 1.7 maintenance
e. Finalize ISV product installation documentation
f. Backup and reinitialize old system volumes
g. Archive old ISV product releases
Citv of Fort Worth Resoonsibilities:
z/OS 1.7
1) Provide mainframe hardware and software configuration, and operations, applications information via
existing documentation, access to systems, or interviews with City of Fort Worth resources
2) Provide z/OS 1.7 migration requirements, including a list of all user modifications and exits currently in
use on the zJOS 1.5 Prod System
3) Identify which operating system user modifications and exits are still required for z/OS 1.7 and provide
the location of the source and executable modules
4) Order ISV product versions, releases and maintenance if so required, and not previously performed in
TechCenter engagement
5) Participate in planning sessions/kick-off and project status meetings and assist in determining testing
and deployment strategies
6) Test all ISV products
7) Develop a comprehensive z/OS 1.7 test plan
8) Validate the new z/OS 1.7 Test and Prod systems by executing the test plan
9) Test all in-house written application programs to support the z/OS 1.7 system
10)' Modify in-house written application programs to support the z/OS 1.7 migration
11) Schedule Prod z/OS 1.7 tests and migration dates
12) Participate in technical review and knowledge transfer sessions
13) Modify as required the dis�ster recovery procedures to support the new operating system and
associated software
1.4. Out of Scope
1) Perform any work not specifically specified in section 1.3 "Scope of Work" under "Cornerstone Systems,
Inc. Responsibilities" or section 3"Deliverables" of this Statement of Work.
1.5. Approach
Cornerstone Systems provides hardware installation and implementation services utilizing a proven
methodology and process that encompasses detailed planning, constant client interaction and
communication, migration execution, operational stabilization and knowledge transfer. This approach
enables Cornerstone to successfully migrate and implement our clients' systems, hardware, and operations
infrastructure on schedule and within budget.
The project life cycle of this engagement starts with the planning and design efforts and ends when all
systems, processes, and procedures have been successfully migrated and are operationally stable and
adequately supported. City of Fort Worth will designate a person to act as a Manager Interface or Liaison
between Cornerstone Systems, Inc. and City of Fort Worth and the direction of the project will come from
the City of Fort Worth Management Interface.
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z/OS 1.7 Mi
A project kick-off meeting will formally initiate the engagement. At the conclusion of each phase a formal
review of both key deliverables and project performance to date will be conducted. The overall objectives
for each review are to (1) determine if the project should continue into its next phase and (2) detect and
correct errors cost effectively. Participants of the review include the client sponsor, management teams,
technicians, service providers, and key stakeholders.
There are two types of services to be provided for this engagement, project management and technical
consulting. Delivery of both will be through a combination of remote and onsite activities, with the majority
of the activities being performed from a remote location.
Project Management describes the organizational approach by which this engagement is managed. A
Cornerstone Project Manager is assigned to oversee the entire planning, installation, implementation and
migration phases of the project. The Project Manager will coordinate all project resources, conduct project
team meetings, document status of the project and escalate issues in a timely manner. All the highly
valued Project Management Institute (PMI) skills as well as Cornerstone's Best Practices are applied.
The technical consulting services will be comprised of one or more highly skilled and experienced systems
programmers. Initially, the technical consultant(s) will work with the City of Fort Worth programming staff to
review the existing test and production environments and identify the requirements for the migration. Next,
toleration maintenance will be ordered, installed, tested and implemented. This maintenance is required
and will enable DASD to be shared between the Test z/OS 1.7 System and the Production z/OS 1.5
System. It will also enable a fallback of either the Production z/OS 1.5 System following a test or the
cutover, should there be a requirement to do so. All ISV product upgrades will be performed by
Cornerstone Systems, Inc. and prior to the migration of the Production z/OS 1.5 System to z/OS 1.7. If
required, the installation and implementation of compatibiliry maintenance for CICS will be performed during
this time by Cornerstone Systems, Inc. as well.
Next, the z/OS 1.7 base system and RSU maintenance will be installed and the new system IPLed in the
z/�S 1.7 Test LPAR. Current z/OS Hiper and PSP maintenance will also be ordered, installed and tested.
Upon completion, the system will be ready to be customized and tested. The system customization will be
performed bythe Cornerstone Senior Systems Programmer.
For the system customization, the various system components currently in use, in addition to those that are
required for z/OS 1.7, will be setup and tested. System datasets such as the master catalog and "parmlib"
datasets will be modified to included similar customization contained in the Production System datasets.
Then IBM Software that was not included with the z/OS shipment will be ported and tested, such as the old
versions of COBOL. All user modifications and exits currently installed on the Production z/OS 1.5 System
that are still required, will be reinstalled and modified, if necessary, and then tested.
The porting and testing of all ISV products will also be performed by the Cornerstone Senior Systems
Programmers on the Test System. All ISV products will then be tested by the City of Fort Worth assigned
personnel.
The test CICS systems will also be setup on the z/OS1.7 Test System and tested. Testing of the
applications will be performed by the City of Forth Worth Applications Team.
Since not all network connections or applications are available for testing on the z/OS 1.7 Test System, it is
critical that testing be performed on the Production System. In order to accomplish this, the City of Fort
Worth assigned personnel will work closely with the user community in the creation and execution of a
detailed test plan to ensure that all systems will be functional in the new environment before production
cutover. The Cornerstone Senior System Programmer will be responsible for building a Production z/OS
System by cloning the Test z/OS 1.7 System. Tests will be scheduled for the Production Systems, hour-by-
hour test and migration plans developed and if required, and Change Requests submitted. Upon approval
of the Change Requests by the City of Fort Worth Management Interface, the new z/OS System will be
tested in its respective LPAR.
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Testing of the Production z/OS 1.7 System will be scheduled and performed. The first test will be reserved
strictly for the Cornerstone Systems Programming staff. It will be to ensure the system is IPLable and will
give an opportunity to identify and address problems prior to making the system available for Applications
and End User testing. If no major problems result from the first test, the second test will be scheduled. The
primary purpose of this second test will be to get sign-off from the Application Programmers. End Users will
also be asked to participate in the test. A third test will be scheduled only if End User sign-off is not
obtained following the second test.
Throughout the testing phase, problem resolution will be performed, and a Problem Log maintained for all
problems that are reported. Additionally, the IBM Support Center will be contacted to determine if any
additional Hiper maintenance should be installed. If so, it will be ordered, installed, tested first on the Test
System, and then installed on the Production System and tested during the scheduled tests.
Upon successful testing, the z/OS 1.7 Production System will be implemented. If testing is successful
during the second production test, and if the City of Fort Worth so chooses, the new z/OS 1.7 system would
be implemented following this test versus scheduling a separate weekend for the cutover. It not, a
separate. weekend will be scheduled, and a new hour-by-hour test and migration plan developed. The
Cornerstone Senior Systems Programmer will be onsite to assist with the execution of the plan and to
ensure a successful cutover. Upon successful testing and sign-off from Applications and the End Users,
the system will be turned over to the Operations staff for Production processing.
Following the z/OS 1.7 production implementation, the system will be monitored, problem resolution
performecl as required and an SMP/E Accept of the zIOS maintenance performed. Two types of
documentation will also be prepared. One will describe the newly implemented systems and the other the
methodology and process to maintain the z/OS 1.7 system. Then a final technical review and knowledge
transfer of the new environment will be pertormed.
Various post migration tasks can also be pertormed at this time. These tasks would be performed by the
Cornerstone Systems, Inc. Senior Systems Programmer and would consist of "cleanup" tasks, such as the
relocation system data sets, re-initialization of old system volumes, archival of old ISV product libraries, and
the elimination of obsolete procedures, system parameters and ISPF panels.
Throughout the engagement, City of Fort Worth will have access to the Cornerstone Systems Hotline,
which provides a single point of contact for City of Fort Worth when in need of Cornerstone's services or
assistance. If problems occur during or following either migration or if City of Fort Worth is in need of
mainframe support, City of Fort Worth will place a call to the Hotline, which is available 24 hours a day, 7
days a week, including holidays and weekends. The Hotline will then dispatch an appropriate resource to
assist. They will also track and report on how quickly or effectively the support request is being addressed,
therefore, providing City of Fort Worth the assurance that acceptable service levels are being met.
Additionally, Cornerstone provides access to a customized web-based Document Library referred to as a
QuickPlace. All administration information, project plans, status reports, issues and change control logs,
checkpoint material, minutes, and project documentation will be centrally stored and accessible to the entire
engagement team and key stakeholders.
1.6. Assumptions and Considerations
1) The project is an estimated 852 hour effort; estimates may be readjusted when all facts are available.
2) Services will be performed over a 3.5 month period.
3) Services will be provided from remote locations where possible and onsite where necessary.
4) Cornerstone Systems Services personnel will perform the services as described in this Statement of
Work assuming that:
a. Unique user ids for all systems and subsystems in scope are provided for each Cornerstone
employee requiring access and the user ids have the proper authorization to enable the execution
of their assigned tasks.
b. Knowledge of procedures for the existing IS practices are provided.
05-30-06 Page 4
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c. An IS contact list is provided.
d. Access to manuals and/or documentation relative to the services to be provided is made available.
Cornerstone Systems Services personnel will perform the services from remote locations assuming that
dial-up or telnet access to all systems and the procedures are made available to each Cornerstone
employee requiring remote access.
If it is determined that onsite support is required, Cornerstone Systems Inc. Services personnel will
perform the identified services onsite assuming that:
a. A separate onsite work area that includes a desk, terminal, active telephone, and internet access
will be made available for each Cornerstone employee designated to work onsite.
b. Building access including badges, security codes and off-hours access is made available for each
Cornerstone employee designated to work onsite.
c. Facilities for meetings and onsite activities are provided.
Cornerstone Systems Inc. will provide services as requested, with the limitation that these skills must
either currently exist in the company skill set or be readily obtainable by Cornerstone Systems Inc. If a
resource assigned does not have the skill for a particular service request, Cornerstone Systems Inc. will
make every effort to provide a resource with the appropriate skill set to fulfill the requested tasks.
City of Fort Worth will designate a person to act as a Management Interface or Liaison between
�Cornerstone Systems Inc. and City of Fort Worth. The direction of the project will come from the City of
Fort Worth Managemeht Interface.
City of Fort Worth will provide ISV product and/or hardware vendor contact and customer information as
necessary.
City of Fort Worth will authorize Cornerstone Systems Inc. personnel to contact software vendors for
information or to report problems, assuming that there is a requirement to do so.
The z/OS 1.7 Migration may result in modifications to the estimated schedule, pricing, or other terms of
this Statement of Work. Changes to this Statement of Work will be processed in accordance with the
procedure described in Appendix A, "Cornerstone Project Change Control Procedure".
24x7 Hotline Support is included. The Cornerstone Systems Hotline provides a single point of contact
for the Client when in need of Cornerstone's services or assistance. With the Hotline, the Client makes
oniy one phone call in order to access any service that Cornerstone offers or contact anyone in the
company. It is available 24 hours a day, 7 days a week, including holidays and weekends. In addition,
the Hotline tracks and reports on how quickly or effectively customer support requests are being
addressed, therefore providing the Client with the assurance that acceptable service levels re being
met. More information about our Hotline Support is available on the Cornerstone website at the
Cornerstone Hotline Paqe
Additionally:
13) Spare DASD volumes will be required to download z/OS 1.7 and any new IBM and/or ISV product
releases or maintenance and to build a Production z/OS 1.7 System. The assumption is that City of
Fort Worth will have a sufficient number of volumes available at the start of this project.
14) Licensed ISV products that are operating system release dependent will need to be upgraded to z/OS
1.7 compatible version, release and maintenance levels. The products that are upgraded and are
downward compatible could be implemented on the Production System prior to the migration to z/OS. It
is understood that these upgrades are to take place under the umbrella of the TechCenter contract
currentiy in effect between City of Fort Worth and Cornerstone Systems, Inc.
15) Not all ISV products can be tested on the Test System. This is due to either the product not being
licensed to run on the Test System or connectivity to the Test System not being setup. The products
that cannot be tested on the Test System must be tested on the Production System during one of the
z/OS scheduled tests.
16) Toleration maintenance is required to enable a shared DASD environment to continue to exist between
two or more systems that are running different versions of the base operating system. That is, it will
enable the Test z/OS 1.7 System to coexist with the Production z/OS 1.5 System. This maintenance
will also enable a fallback to the z/OS 1.5 System following a Production z/OS test or cut-over, should
fhere be a requirement to do so.
17) It is the understanding of Cornerstone Systems, Inc. that the version of CICS currently installed and in
use on the z/OS 1.5 system, CICS TS 1.3, will be upgraded to CICSlTS 2.3 prior to the commencement
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of the z/OS 1.7 migration. This is being addressed by a separate Statement of Work presented to City
of Fort Worth by Cornerstone Systems, Inc.
18) Cornerstone Systems, Inc. proposes having two production weekend tests prior to the migration to z/OS
1.7. If testing is successful during the second weekend test, the new z/OS operating system could be
implemented then versus scheduling a separate weekend for the implementation.
19) During the "Installation" phase, current z/OS maintenance will be installed and during the "Testing"
phase, the latest z/OS hiper maintenance will be installed. Therefore, the assumption is that the City of
Forth Worth z/OS systems will be current as of the time that these activities are performed.
20) Standalone time will be required to implement required IBM and ISV product releases and maintenance
and to test and implement z/OS 1.7.
1.7. Success Factors
1) City of Fort Worth will ensure that resources are available to provide the Cornerstone Systems, Inc.
technical staff with the required information and access to enable them to perform the tasks described
in this Statement of Work.
2) Ciry of Fort Worth will ensure the required resources are available to complete the tasks and activities
assigned and are available from the start date of this services engagement.
3) For the duration of this engagement, City of Fort Worth ensures all modifications made to the z/OS
environment by anyone other than the Cornerstone Systems technical staff, such as the City of Fort
Worth personnel or hired consultants, are documented and the information is made available to the
Cornerstone Systems technical staff.
4) City of Fort Worth will provide information for the existing Change Management and Problem
Management procedures and for the duration of the project, Comerstone Systems, Inc. technical staif
and all other consultants hired by City of Fort Worth will abide by these procedures.
5) City of Fort Worth will provide and execute a detailed test plan to ensure all systems (critical and
otherwise) are operational in the z/OS 1.7 environment before production cutover.
1.8. Risks
To mitigate the risks, prior to performing the mainframe and storage migrations, planning/status meetings
will be held to discuss the migration options and backout procedures. As a result of these meetings, a
mainframe as well as a storage migration plan will be developed and distributed.
Should problems occur following either migration, a backout will be performed. The migration will not be
performed again until resolutions for all outstanding problems have been identified, implemented and
tested.
Cornerstone Systems, Inc. makes no guarantees that any application software (other than IBM products)
will run under the z/OS 1.7 system.
2. Schedule and Milestones
1) Cornerstone Systems, Inc. and City of Fort Worth will obtain all signature approvals and complete
contractual services agreements before the start of services.
2) -Assuming City of Fort Worth has resources available to test and validate the new environment,
Cornerstone Systems; Inc. estimates that the project will be completed in a 3.5 month period from
contract award date.
3) Cornerstone Systems, Inc. proposes the following milestones:
— Toleration and compatibility maintenance implemented
— z/OS 1.7 customized and tested
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— ISV products ported and tested
— CICS and ISV products ported and tested
— User testing completed
— Prod z/OS 1.7 test # 1 performed
— Prod z/OS 1.7 test #2 performed
— Prod migrated to z/OS 1.7
— z/OS 1.7 project completed
3. Deliverables
The project deliverables for this engagement shall include, but not be limited to, the following components:
Proiect Deliverables:
1) Migration of Production z/OS 1.5 to z/OS 1.7
Technical Documentation Deliverables:
1) Migration documentation for z/OS 1.5 to z/OS 1.7
Proiect Manaqement Deliverables:
1) Team Member Contact List
2) Updated Migration Plan
3) Hour-By-Hour Test/Migration Plans
4) Meeting Schedule
5) Project status reports/meeting minutes
6) Issues/Problem Log
All project documentation will be centrally stored and made accessible to the entire engagement team and key
stakeholders in a customized web-based Document Library referred to as the City of Fort Worth QuickPlace.
Documenfation is prepared using software such as MS Word, MS Excel, MS Project, and Visio. When
necessary, files are converted to PDF file format using Adobe Acrobat.
4. Acceptance Criteria
The City of Fort Worth will accept all Cornerstone Systems, Inc. deliverables based on meeting the specific
criteria to be agreed to by City of Fort Worth and Cornerstone Systems, Inc.
5. Estimated Hours and Duration
852 hours over a 3.5 month period. High level breakdown is as follows:
05-30-06 Page 7
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6. Staffing and Roles
6.1. Cornerstone Systems, Inc.:
1) Prolect Manager
1.7
As a Cornerstone client, City of Fort Worth is assigned a Project Manager. This individual provides
direction and control of Cornerstone Systems, Inc. project personnel and establishes a framework for
project communications, reporting, procedural and contractual activity.
2) Senior Svstems Proqrammer
A Senior Systems Programmer is assigned to act as the project lead and ensure the successful
completion of this engagement.
3) Senior Svstems Procarammer(s)
- Additional Senior Systems Programmers will be assigned as necessary to assist with the project.
4) Hotline Support
Hotline Support, which is available 24/7, provides a single point of contact for all calls made by City of
Fort Worth.
6.2. City of Fort Worth:
1) ManaQement Interface
The Management Interface is responsible for acting as a liaison between Cornerstone Systems, Inc.
and City of Fort Worth, providing direction for the project and signing off on the z/OS 1.7 Migration by
signing the appropriate documentation.
2) Applications Proarammers
Applications Programmers are responsible for participating in all scheduled training sessions, tests, and
migrations, developing and executing a comprehensive test plan to validate the implementation of the
new system and modifying production applications, jobstreams and procedures to support the new
systems.
3) z/OS Computer Operators
z/OS Computer Operators are responsible for providing documentation for existing operational
procedures and validating the new procedures and participating in all scheduled training sessions, tests
and migrations.
7. Pricing
7.1. Services
Cornerstone Systems, Inc. estimates that it will take 852 hours to complete the services described in this
Statement of Work. The scope of work defined is based on an hourly rate of $140.00 (USD). City of Fort
Worth will only be billed for actual hours worked.
05-30-06 Page S
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7.2. Expenses
Airtare
Resource (R/'f) Car Rental Meals
Senior Systems
Proarammer #1
Assumption: One trip is for 5 days
$250 I $225
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Rate Estimated
Hours
$140 691
$140 161
Total: 852
Cost
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19, 280
Airport
Parking Total Per
Hotel &Trans Tri
$675 $150
135*5 da s $25*6 da s $1,675
Total # of
Tri s• 3
Total
Estimated
Services will be performed primarily via remote support. Local resources may also pertorm services onsite.
Travel expenses incurred by a local resource are not billable.
If determined by both Parties that onsite support by a remote resource is required, there must first be a
mutual agreement between City of Fort Worth and Cornerstone Systems, Inc. on the scope of work,
timeframes and estimated associated travel and living costs before any arrangements can be made.
Expenses associated with this type of onsite support are billable at cost to City of Fort Worth and would
include the following:
✓_ Airfare
✓ Auto Rental
✓ Lodging
✓ Meals (the per diem must be agreed to by City of Fort Worth and Cornerstone)
✓ Telephone (for lodging dialup/internet, phone support/conference calis and fax expenses)
✓ Ground Transportation (for mileage, gas, taxis, tolls, parking fees)
Mileage costs are based on the current lRS rate
Cornerstone will adhere to ail Citv of Fort Worth travel and livina expense quidelines.
8. Change Control Process
Changes to the SOW shall be managed pursuant to the Cornerstone Change Control Procedure. See
Appendix A. Any change in scope (e.g., a modification or an expansion to the functional requirements) to an
existing Statement of Work requires a new Work Order.
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9. Statement of Confidentiality
This Statement of Work dated May 30, 2006 contains proprietary information prepared by Cornerstone Systems,
Inc. exclusively for the use of City of Fort Worth and may not be divulged in whole or in part to any third parly
without the expressed written permission of Cornerstone Systems, Inc.
This proposal shall remain in effect until December 29, 2006.
If City of Fort Worth does not act on this proposal by the expiration date, all copies of this document must be
returned to Cornerstone Systems, Inc.
10. Statement of Work Acceptance
Signature constitutes acceptance of this Statement of Work in accordance with the terms and conditions of the
Cornerstone Systems, Inc. Service Agreement.
YOU MAY FAX SIGNED PAGE TO:
ATTENTION: Mary Ann Arboit
FAX NUMBER: 714-368-8198
Agreed to:
Agreed to:
Cornerstone Systems, Inc. City of Fort Worth
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Name:
Title:
Date:
Authorized
Signature:
Address:
Name:
Title:
Date:
Authorized
Signature:
Address: Street
420 Exchange, Suite 150 City, State ZIP
Irvine, CA 92602-1309
z/OS 1.7
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APPENDIX A
CORNERSTONE PROJECT CHANGE CONTROL PROCEDURE
1. The Cornerstone Project Manager briefs all project participants on the Scope and Deliverables of the
engagement at project start.
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 Client Management
Interface.
3. The Cornerstone Project Manager and the Ciient Management Interface will first discuss the situation to
determine if the change request should proceed.
a. If the answer is no, the Cornerstone Project Manager and the Client Management Interface will advise the
requester. The disapproved request will be reported at the weekly Project Status meeting and recorded in
the minutes.
b. 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 Client Management Interface and the Cornerstone Project
Manager will then approve the request.
4. The Client Management Interface will submit the Project Change Control request to the designated Client
authorizer(s) who are responsible for cost, schedule, or service quality.
5. Concurrently, the Cornerstone Project Manager will submit the Project Change Control request to the designated
, Cornerstone authorizer(s) and the Cornerstone Account Executive.
6. The Cornerstone Project Manager ensures that all authorized signatures are obtained from the designated Client
authorizers, the Cornerstone designated authorizers, and the Cornerstone Account Executive before action is
taken.
7. 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 in the Client QuickPlace, if one has been setup.
05-30-06 Page 12
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Project Change Control Request
Client Name:
Project Title:
Cornerstone Project ID:
Cornerstone Project Manager:
Client Management Interface:
Change Request Number:
Description (background):
Name of the Company
Name of the Project
Cornerstone Billing ID
Name of the assigned Cornerstone Project Manager
Name of the assigned Management interface
Change Request Number is mr�ddyyhhmm
The change request is described here. It should clearly state what the change is, how it changes the scope, why it is
needed for the successful implementation, who is expected to perform the change, and when it should occur.
IMPACT ASSESSMENT
Impact on Service or Quality:
Any impacts to the end-user or business are described here. For example, does the change implementation require
the shutting down of a production resource (network, application, machine, etc)? Or, does the change affect
established Service Level Agreements?
Impact on Schedule:
Any impacts to the project schedule are described here. For example, wili the change cause pre-determined project
milestones to be adjusted? If so, how?
Will a revised Plan have to be created? Check here: ❑
Impact on Cost:
Any i.mpacts to the contractual costs are described here. For example, will the change require additional Cornerstone
resources and or Cornerstone hours? Or, does the change require the purchase of additional hardware or software?
If so, cost out the change to Client.
Immediate Action Required:
Any special communications, authorizations or notifications are described here. For example, must the change be
processed by a Change Review Board, and or does it require an emergency change, and or does it require customer
notification? Does it require a management or executive review and authorization because of the cost impact?
AUTHORIZATION
Requested by: Project Participant or Stakeholder
Reviewed by,: Cornerstone Senior Technician
Approved by: Cornerstone Project Manager
Approved by: Client Management Interface
Authorized by: Client Authorizer
Authorized by: Cornerstone Authorizer
Authorized by: Cornerstone Account Executive
05-30-06
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Date Reviewed:
Date Approved:
Date Approved:
Date Authorized:
Date Authorized:
Date Authorized:
Page 13
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APPENDIX B
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 City of Fort Worth with the same value.
Following is a list of accounts that are currently utilizing a services solution in enterprise environments similar to that
of City of Fort Worth. For each reference, the organization name, mailing address, contact name and telephone
nurnber 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.
- � _. --. . . _ _- - -- .. �. . _ .. ,... _ . _,. ... . ._ _ _
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i':PHONE NUMBER i
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�Bank of Calumet � Dave McCall : � ' - �/SE
5231 Hohman AVenue (219) 853 2077'
� Hammond, IN 4632(� � � : -
f'.
! Blue Cross of Idaho^.^.� !�Jan D. Marshall ^ 0S/390
3004 E. Pine Avenue ;(208) 331 7571, GIGS 'TS
k Meritlian,;ID 83642 �' CA batacom
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F[orida Community College at Jacksonville ` Paul Freeman . ; VSE
, ;
� 904 632-3077 � Adabas/Natural
9$i 1 Old Baymeadows � )
, :
Jacksonville, FL 32256' '. CICS TS
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�Iniiran Harbor Belt Railroad~R � Rod.McGuffey ' E� VS�'s
�2727 161 st Street ;�(219) 989, 4779
Hammond, iN 46323 10p5 �; �.
� lndian River Community�Coltege = Patricia Pfeiffer� �)� � VSE �
3209 Uirglnia Avenue , i(772) 462-7305 1 zNM zLmux
Fort Pierce FL�4981-5596 ! E
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� 10987 Parkland Avenue :�(909) 796 7311 x43075;
, �
� Loma Linda, CA92354 �-
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' Los Ang'eles County Sanitation Distric� Bnb G,ahagan ^ :VMNSE
� PO BOX 4998 . . : (562) 699-741.1, ',:
� Whittier QA 90607 ' `
( ; �
� Makita USA, inc. - �;Mickey,Takahashi � ' z/OS `:
� 14930 Northam S.treet (714) 522 8088 x4000 ', CIGS TS
La Mirada; GA 90638-5753 ` `, (MS _ _
� ;- , :,. , �, . .. ... �:
� Northeast Georgia Healfh System, Inc.^ Ron Garrison ~ VSE
� 743 Spring Street; NE ,770-538 7711 x1725
� Gainesviile; GA 30501 : -
�San Bernard�no City �Mike Puchalski � VSE .
Unified Schooi Disfrict :: �(909) 386 2550
� ; _.i_...
05-30-06 Page 14
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CC}MPANY/ADDRESS ;,CONTACT/ ;` ENVIRONMEN� .
:; PHONE NUMBER = ;
� 777 F Street �� - ` - - — �� - -
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- . £.
� Smart & Final � Frankie Jackson - (# Z/OS
� 600 C�tadel prive ;(323) 869 6202 i. ' CICS TS
� Cornmerce, CA 9004D �
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�:
� 404 E. �[untington Drive '�i (626) A�7�-6000 x6279 �: CICS TS
� Monrovia, CA 91018 .` 3 € DB2
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j Yamaha Motor Carporat�on, U,S A Jim Smrtf� ✓ Z/OS�
; 6555 Kate�la Avenue ,�(714) 761 7376 CICS TS
J Gypress, CA 90630-5101 ii MQ Series
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05-30-06 Page 15
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APPENDIX C
STAFF BIOGRAPHIES
z/OS 1.7 Mi
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
Dan Foulk
Vice President of Services
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 5upport 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.
Profioient 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 implementatio� of a corporate-wide communication system, were all under his
responsibility.
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Barbara Heppner
Resource Manager, Professional Services
z/OS 1.7 M
Ms, Barbara Heppner joined Cornerstone Systems, Inc. in May 1995, bringing over 21 years of experience in
Information Systems services. In her current position as Manager of zFrame Technical Support and VMNSE
Systems, Ms. Heppner applies her broad knowiedge of systems programming, project management, production
services, data center operations, help desk, and applications programming. Ms. Heppner emphasizes customer
service using her expertise in problem resolution and prompt evaluation of client needs and requests.
Prior to joining Cornerstone, Ms. Heppner worked 21 years for a large oil company. There she accumulated over 11
years experience as a Manager of MVS/On-line Systems and other on-line systems, and five years as a Systems
Programmer, installing, customizing and maintaining various software products. She was a member of a project
management team that saved her company over 4 million dollars in the cost of hardware, software, and personnel.
Ms. Heppner has knowledge of the following products: 1) Hardware: zFrame Systems, IBM 2003, 9672, 370/158,
3081, 3303, ES9000/820, ES9000/740 systems and AMDAHL 5995/700A and 5890/300E systems; and 2) Software:
MVS, VM, VSE, VTAM, ISPF, TSO, CICS, DB2 AND ACF2. Ms. Heppner has experience in supporting over 100
other soitware products.
Some of Ms. Heppner's most recent activities at Cornerstone include:
• Resource management of VM/VSE system technicians
■ Resource management of zFrame system technicians
■ Order management for zFrame purchases
■ SAN development and implementations
■ Data Center Moves
■ Linux training and implementation
■ VM and VSE installations
■ OS/390 installations and migrations
• ISV installations
■ Hardware installations
� Integrated Server installations
• MVS/XA to MVS/ESA migration
■ Management of Cornerstone Systems internal IT department
■ Management of Cornerstone Systems Hotline
Ms. Heppner has received training in CICS, MVS, VTAM, SAN's and LINUX, as well as many classes in
management. She has also attended many technical conferences including Share, WAW, PartnerWorld and
VMNSE technical conferences.
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Gail Ledet
Senior Project Manager
z/OS 1.7 Migration
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 z/OS, VSE, and Sub-System migrations, data center
relocations, hardware installations and upgrades, and data warehouse solutions.
Ms. Ledet has experience working in private industry, including a food distribution company and a department store
cF�ai.n , 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 zSeries, zFrame,
7060 H50 and H70, 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: z/OS, OS/390, MVS/ESA,
VM/VSE, VSE, and various StorageTek, Candle, Computer Associates, MacKinney Systems, and Boole & Babbage
products.
Since joining Cornerstone, Ms. LedeYs assignments have included:
■ OS/390 migrations and installations
• z/OS migrations and installations
■ VSE migrations and installations
■ 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.
05-30-06 Page 18
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TECHNICAL SERVICES STAFF PROFILE
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 z/OS.
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: z/Series, MP3000, IBM 9672, IBM
3090, IBM 3380/3390, IBM ESS 2105, IBM ATL/VTS and 2) Software: z/OS, 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 and z/OS environments
■ Multiple operating system migrations
■ TMM implementation (tape aliocations redirected to DASD)
■ DASDmanagement
� Hardware configuration and installations (processor, DASD, tape)
• Thir•d party product installations, upgrades, and migrations
Mr. Read has taken many classes of specialized training for large systems support.
Roger Foster
Systems Programmer
05-30-06 Page 19
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Mr. Roger Foster joined Cornerstone Systems, Inc. in January 1996 and has over 25 years of experience in the
Information Technology industry. As a Systems Programmer at Cornerstone, Mr. Foster's primary role is to support a
major TechCenterT" client with Z/OS installation. In addition to his primary role, recent responsibilities include:
performing effective problem resolutions, third party software upgrades, providing RACF security support, DASD
management, operations support and training.
Prior to joining Cornerstone, Mr. Foster worked for a large entertainment company for 14 years where he held the
position of Supervisor of Computer Operations for nine years.
Mr. Foster has technical expertise with the following products: 1) Hardware: IBM Z/Frame, 7060,9672, 3090, 3084,
3081, 9370, SYS36, 3725, 3745, 3380, 3390, 3420, 3490, 3835, 6262, 3274, 3174; Codex 3600 Modems, IBM 5868
Modems, AT&T 3611 Modems, Kodak Komstar and StorageTek WolfCreek Silo; 2) Software: Z/OS, OS/390,
DOSNSE, VM, JES2, CICS, VTAM, TCPIP, TSO, ISPF, RACF, CA-Common Services, CA-1, CA-7, CA-11, CA-
VIEW, CA-Dispatch, CA-Jobtrac, CA-Librarian, CA-Netman, CA-Datacom, CA-TLMS, DFSMShsm, DFSMSrmm,
DFSMSsms, Netview, Omegamon/CICS, Omegamon/MVS, Landmark TMON/CICS, Landmark TMON/MVS, and
JES2MAIL.
Mr. Foster has been involved with the following Cornerstone projects (starting with most recent):
■.. Installed Jobtrac and customize the schedules to the customer needs;
■. Upgraded Jobtrac from R34 to R35;
■ Upgraded CA-Common Services and CA-View to current releases;
■ Installed JES2MAIL and customized it to the customer needs;
■ Migration of CA-1 to DFSMSrmm;
• Upgraded CA-1, CA-7, CA-11, CA-Dispatch, & CA-Librarian to current releases;
■ Upgraded Boole and Babbage products to current releases;
■ Data Center relocation including documenting processes and training staff.
Mr. Foster completed a certification in Computer Science, Advanced Mathematics and Statistics, at Hounslow
Borough College in Isleworth, U.K. He has attended the following technical courses to enhance his knowledge: IBM
Operations Management Seminar, StorageTek Nearline Systems Seminar, IBM Parallel Sysplex Operations and
Recovery, IBM DFSMSrmm, IBM DFSMShsm and IBM DFSMSsms Implementations.
Sherry Simmerl
Senior Systems Programmer
Ms. Sherry Simmerl joined Cornerstone Systems, Inc. in February 1996 with over 22 years experience in the
Information Technology industry, She has proven strengths in all aspects of CICS and DB2, and is an IBM D62
Certified Specialist. As a Senior Systems Programmer, Ms. Simmerl is responsible for all technical and
administrative functions associated with CICS and DB2 systems on MVS and OS/390 plaiforms. Her work
05-30-06 Page 20
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encompasses installation, migration, and 24-hour support for CICS and DB2 environments and associated program
products.
Prior to joining Cornerstone, Ms. Simmerl's considerable experience spanned many industries: automotive, banking,
computer technology, and retail. She was responsible for supporting DB2, CICS, VTAM, and third party program
products.
Ms. Simmerl has knowledge and experience with hardware and software products that include UNIX, DB2, UDB,
DRDA, CICS, OS/390, MVS, Assembler and Cobol.
Ms. Simmerl's recent projects at Cornerstone include:
■ Installations of DB2 2.3, 4.1, 5.1, and 7.1
• DB2 migrations from one version to another
■ CICS migrations from one version to another
■ Installation of CICS TS 1.3 with Transaction Gateway and Java support
■ Offload and reload of DB2 tables for DB2 2.3 to 5.1 migration
■ DBA consultation for DB2 3.1 to D62 7.1 migrations
■ Installation of CICS 4.1 WebSphere
■ Installation of TMON and BMC products that assist DB2 and CICS analysis and tuning.
Ms. Simmerl attended Orange Coast Junior College, where she has nearly completed her Business degree. She
completed the UNIX Certification program at California State College in Fullerton. She also holds a certificate for
DB2, UDB. Courses that Ms. Simmeri has completed are WebServer Implementation on OS/390, IBM Net.Commerce
Version 3.1.2 for OS/390, DB2 Data Warehousing, and D62 UDB V7.1 Fundamentals and Db2 USB for z/OS Version
8 Transition. She has also taken numerous tuning and troubleshooting technical workshops, as well as administrator
courses for Oracle 7 Database I and II.
05-30-06 Page 21
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Page 1 of 2
City of Fort Worth, Texas
Mayor and Councii Communication
-
COUNCIL ACTION: Approved on 11/28/2006
DATE: Tuesday, November 28, 2006
LOG NAME: 0404-0081A REFERENCE NO.: **C-21851
SUBJECT:
Authorize Execution of a Contract with Cornerstone Systems, Inc., for Mainframe Computer
Programming Services for the Information Technology Solutions Department
RECOMMENDATION:
It is recommended that the City Council authorize the City Manager to execute a contract with Cornerstone
Systems, Inc., for mainframe programming services for the Information Technology Solutions (IT Solutions)
Department at a cost not to exceed $124,305.00.
DISCUSSION:
The IT Solutions Department will use this contract to upgrade the Mainframe Computer operating software
to the current vendor supported level. On April 20, 2004, (M&C P-9948) the City Council authorized the
purchase of mainframe computer systems programming support services from Cornerstone Systems, Inc.
(Cornerstone). The City's goal is to maintain all mainframe software at vendor-supported and current
maintenance levels. As a result, an upgrade of the operating software system is necessary. Cornerstone
will upgrade the operating system to the current version z/OS 1.7. Approval of this agreement will allow
additional mainframe programming services for the IT Solutions Department.
Cornerstone is designated as a Catalog Information System Vendor (CIS� 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 Texas Building and Procurement Commission
catalogue purchasing procedure. The CISV process was used for the original procurement.
M/WBE — A wavier of the goal for M/WBE subcontracting
approved by the M/WBE Office because the purchase
subcontracting or supplier opportunities are negligible.
FISCAL INFORMATION/CERTIFICATION:
requirements was requested by IT Solutions and
of goods or services is from sources where
The Finance Director certifies that funds are available in the current operating budget, as appropriated, of
the Information Systems Fund.
TO Fund/AccountlCenters FROM Fund/Account/Centers
http://www.cfwnet.org/council�acket/Reports/mc�rint.asp 2/8/2007
Submitted for City Manager's Office by:
Originating Department Head:
Additional Information Contact:
P168 539120 0043020
Karen Montgomery (6222)
Pete Anderson (8781)
Pete Anderson (8781)
Monty Hall (2888)
Page 2 of 2
$124,305.00
http://www.cfwnet.org/council�acket/Reports/mc�rint.asp 2/8/2007