HomeMy WebLinkAboutContract 59684-A2DocuSign Envelope ID: 9CFF9FA3-79D9-42DB-9205-27F837EC6429
CSC No. 59684-A2
AMENDMENT NO. 2
TO CITY OF FORT WORTH CONTRACT NO. 59684
This Amendment is entered into by and between the City of Fort Worth (hereafter
"City"), and Cornerstone OnDe mand, Inc. ("Vendor"). City and Vendor may be referred to
individually as a Party and collectively as the Parties.
WHEREAS, City and Vendor entered into an Agreement identified as City Secretary
Contract No. 59684 on June 29, 2023 ("Agreement"); and
WHEREAS, Vendor is offering to extend the scope of services under the Agreement, at
no additional charge, to include certification implementation services, as reflected in the attached
quote; and
WHEREAS, the Parties wish to memorialize this change in scope through an
amendment to the Agreement.
NOW, THEREFORE, the Parties, acting herein by and through their duly authorized
representatives, enter into the following agreement:
1.
AMENDMENTS
Quote Number: Q-89611, attached, is hereby part of the Agreement and Vendor agrees to
provide implementation services, as outlined in the Quote, at no additional cost to City.
2.
ALL OTHER TERMS SHALL REMAIN THE SAME
All other provisions of the Agreement which are not expressly amended herein shall
remain in full force and effect.
3.
ELECTRONIC SIGNATURE
This Amendment may be executed in multiple counterparts, each of which shall be
an original and all of which shall constitute one and the same instrument. A facsimile copy
or computer image, such as a PDF or tiff image, or a signature, shall be treated as and shall
have the same effect as an original.
DocuSign Envelope ID: 9CFF9FA3-79D9-42D8-9205-27F837EC6429
ACCEPTED AND AGREED:
CITY OF FORT WORTH:
By: ����Name: Mark McDaniel
Title: Deputy City Manager
Date: Julll,2024
APPROVAL RECOMMENDED:
By:
Name: Kevin Gunn
Title: Director, IT Solutions
ATTEST:
By:
Name: Jannette S. Goodall
Title: City Secretary
Vendor: Cornerstone OnDemand, Inc.
By:
Name: Jared Bogert
Title: GVP, Sa 1 es
CONTRACT COMPLIANCE MANAGER:
By signing I acknowledge that I am the person
responsible for the monitoring and administration
of this contract, including ensuring all
performance and reporting requirements.
By: Steven Vandever (Jul 10, 2024 11:59 CDT)
Name: Steven Vandever
Title: Sr. Manager, IT Solutions
APPROVED AS TO FORM AND LEGALITY:
By:
Name: Taylor Paris
Title: Assistant City Attorney
CONTRACT AUTHORIZATION:
M&C: 23-0526
Approved: 06/27/2023
1295:2023-999457
DocuSign Envelope ID: 9CFF9FA3-79D9-42DB-9205-27F837EC6429
� cornerstone
Quote Number: Q-89611
Order Effective Date: (Date of Last Signature Below)
*Note: Please send purchase order number to DLCollections@csod.com within three (3) business days of order signing.
Product(s)
Purchase Order
ee attached Statement
One Time Fee
If Customer indicates that a purchase order ("PO") is required for payment, the customer will provide the PO no later than 3 business days to
dlcollections@csod.com and if the customer indicates that no PO is required, Customer represents that no PO is required for payment.
Special Terms
Invoicing Schedule
Payment terms for this Order shall be Net 30 (days).
Fees are invoiced beginning on the Start Date(s) in accordance with the Billing Frequency. If required, Fees are pro-rated based on the actual
number of days in the billing frequency period. One-time fees are invoiced on the Order Start Date. Any usage product will be billed monthly
in arrears based on actual usage. Notwithstanding the foregoing, one-time fees for services on a SOW shall be invoiced in accordance with
the billing terms set out in the applicable SOW. Except as otherwise expressly set forth herein, all purchases are non-cancelable and non-
refundable. Fees are exclusive of applicable sales, use, VAT, GST, digital tax, DST and other taxes and are net of withholding taxes.
Terms and Conditions
This Order is hereby incorporated into and made part of the parties' master agreement (the "AgreemenY'). If the term of the Agreement is set to
expire prior to the end of the Order Term, the term of the Agreement is hereby extended through the end of the Order Term for the purposes of
this Order.
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DocuSign Envelope ID: 9CFF9FA3-79D9-42DB-9205-27F837EC6429
Agreed and accepted:
Customer Cornerstone OnDemand, Inc.
Signature : Signature :
,/ � DocuSigned by:
\�'///` 1 � � ^ ��i�(�• LQ�
CE9AD7BF41C6455...
Name: MarkMcDaniel Name: 7are Bogert
Tit�e: Deputy City Manager Title: GVP, sal es
Date: Jul 11, 2024 Date: 6/6/2024
Order Validation DocuSigned by:
Daolt�. Vi.C.�.a�.
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DocuSign Envelope ID: 9CFF9FA3-79D9-42DB-9205-27F837EC6429
PROJECT RESOURCES
The table below outlines recommended resources and time estimates for each phase. Time durations are estimates and may vary based
on client requirement. Each phase may overlap and may require a shifting of hours among phases based on ClienYs processes. The project
lifecycle may be repeated for each additional module.
Phase Estimated Duration Cornerstone Resources Client Resources
Build Prototype 2 Weeks • Implementation Consultant • Project Manager
• Integration Consultant • Business Process Owners
• Technical Resources
• System Administrators
Proof of Concept 2 Weeks • Implementation Consultant • Project Manager
• Integration Consultant • Business Process Owners
• Technical Resources
• System Administrators
Validate and Launch 4 Weeks • Implementation Consultant • Project Manager
• Integration Consultant • Business Process Owners
• Technical Resources
• System Administrators
IMPLEMENTATION SERVICES AND ESTIMATED TIMELINE
STATEMENT OF WORK
The Scope of Services outlined below provides a breakdown of the key components of the Implementation Services and the corresponding
deliverables to be provided by Cornerstone and Client.
Phase
Cornerstone Deliverables
Client Deliverables
Build Prototype
Week One:
• Collect any client process documentation
(via completed process Questionnaire)
• Prepare prototype configuration of the
Live portal based upon client response to
process Questionnaire
• Project initiation call with client. Confirm
project scope with client project team
• Identify and communicate to client the
most important online courses for the
project scope
• Create meeting schedule for project
lifecycle
• Establish and document project controls
and processes for status reporting, issue
resolution, and risk management processes
• Schedule kickoff meeting
• Communicate requirement to complete
Organizational Units, Security preferences
and training
• Complete remote kick-off meeting
• Review technical projects in-scope
• Deliver technical projects questionnaires
• Deliver technical documentation (data
design documents and templates)
• Implementation Consultant schedules and
leads Organizational Unit Workshop
Week Two:
• Schedule and lead technical kickoff calls
when applicable or direct client to recorded
technical workshops
Week One:
• Complete process questionnaire (if not
already completed)
• Provide branding and marketing
requirements (if not already provided
through questionnaire)
• Client completes administrator training as
prescribed in the training plan
• Participates in remote kick-off meeting
• Assemble project team
• Define measures of project success
• Attend technical project kickoff calls
• Provide organization chart(s) to assist in
designing Organization Unit structure
• Provides sample user profile record and
definition
• Client content provider listing and courses
• Provide use case scenarios to model
recommended configuration
Week Two:
• Attend remote sessions
• Confirm meeting schedule
• Take online training as needed
• Complete design specifications for
technical projects in scope.
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DocuSign Envelope ID: 9CFF9FA3-79D9-42DB-9205-27F837EC6429
• Complete options for any additional
training that has been purchased
• Review prototype with client
• Deliver client tool kit for success
Proof of Concept
Week Three:
• Technical follow up meeting
• Prep work for Proof of Concept sessions
Week Four:
• Conduct Proof of Concept sessions to
review initial portal configuration
• Cornerstone will update live portal (if
required) based on outputs from Proof of
Concept Sessions
• Scope of updates will be limited to
• Deliver sample test scripts
Validate and Launch
Week Five:
• Copy pilot to stage if you need to preserve
Historic Data
• Schedule copy down from live to pilot to
copy above configuration to pilot prior to
commencement of UAT
• Discuss User Acceptance Testing
including test scripts and participants
• Schedule daily User Acceptance Testing
touch base to solution review open issues
with client
• Solidify configuration with client in
preparation for User Acceptance Testing in
pilot
• Complete technical projects in scope:
Week Six through Seven:
• Daily User Acceptance Testing touch base
to review open testing issues with client
• Triage (categorize and prioritize) reported
issues and address prior to go-live
• Finalize integration projects in production
• Support Client during testing and
validation
Week Eight:
• Copy down executed to pilot (Can do copy
over from pilot to stage prior to Live Copy
Down if needed)
•"Schedule copy down from live to pilot to
copy above configuration to pilot prior to
commencement of UAT
• Copy down executed to pilot (Can do copy
over from pilot to stage prior to Live Copy
Down if needed)
• Obtain named care admins from client
• Support Client during testing and
validation
• Close out any open issues/items for Go
Live
• Client Go-Live
• Discuss post live survey with client
• Schedule and execute final Historical Data
Loads
Week Three:
• Attend remote sessions
• Complete administrator training as
prescribed in the training plan
Week Four:
• Attend Proof of Concept remote sessions
• Create customized acceptance test scripts
• Complete administrator training as
prescribed in the training plan
• Complete setup in live portal including:
• Global Configurations — emails triggers,
security roles, welcome page, preferences
• Language translations, as necessary
• Configuration of additional client security
roles
• Complete and implement technical
projects in scope
Week Five:
• Attend follow-up remote sessions
• Attend User Acceptance Testing prep
meetings
• Create and complete user acceptance test
scripts
Week Six through Seven:
• Attend all User Acceptance Testing calls
• Review UAT feedback with
Implementation team
• Make corrections or configuration changes
based on UAT findings in Live portal
• Test system interfaces end-to-end
• Populate specific test data like tasks and
users
• Create and complete client-specific test
assessment template
Week Eight:
• Client makes configuration adjustments on
Pilot and Live portals
• Update Live portal configuration based on
testing feedback
• Post Live issue remediation
• Client Go-Live
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DocuSign Envelope ID: 9CFF9FA3-79D9-42DB-9205-27F837EC6429
II• Conduct project close out I I
ADDITIONAL SERVICES
Corner Coach Services Hours
Brief Summary
• 12 Corner Coach Services Hours, which can be used to:
Provide consulting services with a Cornerstone Business Consultant on new feature configuration and roll-out, connector set-up, configure
new or updated processes with your implemented platform
Perform hands-on system administration and configuration tasks
Complete technical projects and work orders
Assumptions
• Corner Coach Services Hours that can be consumed in a little as 15 minute increments. As the services are used, the time is deducted
from the hours purchased over the course of the Agreement.
• Corner Coach Services Hours will be delivered remotely by Cornerstone, unless pre-approved by Cornerstone in writing
• Corner Coach Services Hours are exclusive of any travel expenses for agreed upon on-site activities
• Corner Coach Services Hours may be used for scoped technical projects or work orders engagement
• Scoping and Statements of Work may be required prior to any Corner Coach Services Hours delivery at the discretion of Cornerstone
• Platform module implementation is not covered within the scope of Corner Coach Services Hours, and must be scoped separately
• Requests for application code changes are out of scope
• Corner Coach Service Hours may only be used for Cornerstone delivered services. Any services delivered via Cornerstone partners will
require separate scoping and contracting
• Resources are assigned per request based on availability and subject matter expertise.
• All Corner Coach Services Hours expire 12 months after the date of purchase.
TIMELINE AND DELIVERY
Project resources will be confirmed within 15 business days of order effective date.
The Implementation Services set forth and described in this Statement of Work will take eight (8) weeks in duration to complete. The Services
will be performed remotely by Cornerstone, except for any on-site Services so expressly identified herein.
The Services will be performed for the below flat fee(s), plus reimbursement of pre-approved travel expenses for on-site activities.
Changes to the scope of this Statement of Work and/or Client delays will require a change order and may result in additional expense.
Client and Cornerstone will create the project plan to meet this completion date during the Initiate phase. Client and Cornerstone agree to
provide the necessary resources to complete all of the deliverables as per the agreed project plan.
Product Components
Certification Management Implementation - Enterprise
Corner Coach Services
SVCSIMP0007
SVCSBUS0180
Total Service Investment
Investments
Included
Included
USD 0.00
The end of the Implementation Services is defined as the completion of the above Cornerstone deliverables as outlined under the
Implementation Services section of this document. Acceptance of the deliverables will be in accordance with the Agreement.
ASSUMPTIONS AND CLIENT OBLIGATIONS
• In order for Cornerstone to provide the Services outlined in this Statement of Work, Client shall provide the necessary resources to fulfill the
obligations listed below:
• Select and assign knowledgeable, empowered Implementation team including the following roles, which may overlap:
• Business Process Owner for Learning Management System (aka, the Decision Maker)
• Lead Cornerstone System Administrator
• Project Manager of the Cornerstone implementation
• HRIS Technical Administrator (Optional, depending on data requirements and extraction capabilities)
• Executive Stakeholder (Optional)
• Begin going through kick-off documentation in the Client Success Center.
• Empower team to make real-time decisions regarding configuration and business process functions during the project.
• Ensure project team attendance and active participation during all phases of the Implementation project.
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DocuSign Envelope ID: 9CFF9FA3-79D9-42DB-9205-27F837EC6429
• Client will ensure the requisite training has been completed prior to the start of UAT.
• Formally accept (sign-off) all key deliverables and implementation services per the Agreement.
• Manage Client project staffing and milestones through Cornerstone provided work plan.
• Ensure completion of Client project deliverables.
• Attend and participate in implementation sessions.
x2022; Provide a primary point of contact for Cornerstone during and after the implementation.
• Ensure proper change management communication to end-users during implementation in preparation for rollout.
• The project will be conducted remotely.
• Cornerstone and Client agree that changes to key members of implementation team or significant changes in business requirements or
decisions, in each case by Client, that cause delays in the project timeline may require a change order to this Statement of Work. Change
orders are reviewed and may result in additional charges.
• Client is solely responsible for testing all processes during the UAT phase.
• Any technical integration or service, historical data load, master data load, or data migration not expressly listed in this Statement of Work with
an accompanying price will be scoped as a separate work effort and is not included in the scope of this document.
• Requests for application code changes are out of scope.
• Additional contracts may be required to utilize third party (non-Cornerstone OnDemand services and integrations such as job board
aggregation, video interview, background screening, employee eligibility and citizenship.
• Client will ensure that all data fields related to controlling data retention processes are captured correctly on the User record e.g. Legal
Entity, Termination Date, Termination Reason and Employment Status. If Client only requires a single data retention period, Client will set-
up one Legal Entity Organizational Unit. Client will activate the data retention processes for that Legal Entity by submitting a work order to
Cornerstone's Global Product Support after the completion of the implementation deliverables. If Client requires multiple Legal Entities to fulfill
ClienYs data retention policy requirements, Client will need to engage a Services Partner via a paid for Consulting engagement.
• Except where otherwise stated or agreed by the parties, Cornerstone's obligation to perform the Services set forth herein expires at the earlier
of: (i) acceptance of the Service by Client; (ii) Twelve months from the purchase date.
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M&C Review
CITY COUNCIL AGENDA
Create New From This M&C
DATE: 6/27/2023 REFERENCE **M&C 23- LOG NAME:
NO.: 0526
CODE: C TYPE: CONSENT PUBLIC
HEARING:
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Official site of the City of Fort Worth, Texas
��RT��+ORTII
_��-
04CORNERSTONE
ONDEMAND LEARNING
MANAGEMENT SYSTEM
NO
SUBJECT: (ALL) Authorize Execution of a Cooperative Purchase Agreement with Cornerstone
OnDemand, Inc., for a Learning Management System, Using a Cooperative Contract in
an Amount Up to $301,267.50 for the First and Second Year Combined Which Includes a
One-time Implementation Fee; and an Amount of $150,913.03 for Year Three, for the
Information Technology Solutions Department, the Total Contract Amount is $452,180.53
RECOMMENDATION:
It is recommended that the City Council authorize execution of a Cooperative Purchase Agreement
with Cornerstone OnDemand, Inc., for a learning management system, using State of Texas
Department of Information Resources Cooperative Contract DIR-CPO-5036 in an amount up
to $301,267.50 for year one and year two combined, which includes a one-time implementation fee;
and an amount of $150,913.03 for year three, for the Information Technology Solutions
Department, the total contract amount is $452,180.53.
DISCUSSION:
A Learning Management System (LMS) will allow the City of Fort Worth to address the City's core
values focused on Continuous Improvement and Exceptional Customer Experience. Implementing an
LMS facilitates process management development and effective knowledge transfer. It will allow the
City to easily track utilization, goal progress, knowledge gains, and Return on Investment (ROI). Key
benefits that the LMS would provide are:
• Improve administration efficiency
• Automate training delivery, improving compliance and security
• Create a centralized learning environment to positively impact communication across departments.
• Simplify functions in many areas of an organization, leading to efficiency gains by removing
duplication and allowing the full sharing of information.
• The LMS will house all training content, resources, personal development plans, assessments, and
progress outcomes in one platform.
The purpose of this Mayor and Council Communication is to authorize execution of a cooperative
purchase agreement with Cornerstone OnDemand, Inc., for a Learning Management System, using
State of Texas Department of Information Resources (DIR) Cooperative Contract DIR-CPO-5036 for
year one and two, per the payment schedule below. In addition, there is a one-time implementation
fee to be paid with the period 1 and period 2 fees for a total initial payment of $301,267.50; and an
additional amount of $150,913.03 for year three to be paid at the end of year two. The total contract
amount is $452,180.53.
http://apps.cfwnet.org/council�acket/mc review.asp?ID=31015&councildate=6/27/2023 7/10/2024
M&C Review
August 1, 2023� $ 146,517.50 � Period 2(8/1/24 - 7/31/25)
August 1, 2025� $ 150,913.03 � Period 3(8/1/25 - 7/31/26)
$ 452,180.53 � Total Project Amount
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COOPERATIVE PURCHASE: State law provides that a local government purchasing an item under a
cooperative purchasing agreement satisfies State laws requiring that the local government seek
competitive bids for purchase of the item. Cooperative contracts have been competitively bid to
increase and simplify the purchasing power of local government entities across the State of Texas.
SUCCESSOR LANGUAGE: In the event the DIR agreement is not renewed, staff would cease
purchasing at the end of the last purchase agreement coinciding with a valid DIR agreement. If the
City Council were to not appropriate funds for a future year, staff would stop making purchases when
the last appropriation expires, regardless of whether the then-current purchase agreement has
expired.
The City will initially use the DIR-CPO-5036 cooperative contract to make purchases authorized by
this M&C. The cooperative contract is set to expire on November 15, 2023. If the contract is
extended, this M&C authorizes the City to purchase similar goods and services under the extended
contract. If the contract is not extended, but DIR executes a new cooperative contract with
substantially similar terms, this M&C authorizes the City to purchase the same goods and services
under the new contract. If this occurs, in no event will the City continue to purchase goods and
services under the new agreements past 2027 without seeking Council approval.
BUSINESS EQUITY: A goal is not assigned when purchasing from an approved purchasing
cooperative or public entity.
AGREEMENT TERM: Upon City Council's approval, the cooperative purchase agreement will
become effective once executed by the Assistant City Manager and will expire November 15, 2023 in
accordance with DIR-CPO-5036. The Agreement may be renewed through November 15, 2024.
RENEWAL TERMS: This agreement may be renewed for two additional one-year terms in
accordance with the underlying DIR cooperative contract, at the City's option.
ADMINISTRATIVE CHANGE ORDER - An administrative change order or increase may be made by
the City Manager up to the amount allowed by relevant law and the Fort Worth City Code and does
not require specific City Council approval as long as sufficient funds have been appropriated.
Funding is budgeted in the ITS Capital Fund for the purpose of funding the FY22 Learning
Management System project, as appropriated.
FISCAL INFORMATION/CERTIFICATION:
The Director of Finance certifies that funds are available in the current capital budget, as previously
appropriated, in the ITS Capital Fund for the FY22 Learning Mgmt System project to support the
approval of the above recommendation and execution of the purchase agreement. Prior to any
expenditure being incurred, the Information Technology Solutions Department has the responsibility
to validate the availability of funds.
TO
Fund Department Account Project Program Activity Budget Reference # Amount
ID ID _ Year (Chartfield 2)
Department Account Project Program Activity Budget Reference # Amount
ID ID Year (Chartfield 21
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M&C Review
Submitted for Citv Manaqer's Office bv:
Oriqinatinq Department Head:
Additional Information Contact:
Valerie Washington (6192)
Kevin Gunn (2015)
Donlen Ruffin (2017)
ATTACHMENTS
04LEARNING MANAGEMENT SYSTEM funds availabil
(Public)
FID Table Cornerstone OnDemand UPDATED.XLSX (CFW Internal)
Form 1295 Certificate 101024854 Cornerstone for Citv of Fort Worth siqned.pdf (CFW Internal)
Page 3 of 3
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