Loading...
HomeMy WebLinkAbout056024-AD4 - General - Contract - SHI International Corp dba SHI Government Solutions IncCSC No. 56024-AD4 City of Fort Worth Statement of Work for Professional Services CoTW BOT40 SOW OP-1435290 Version Release: 1.0 OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX ivanti.com :f ivanti Addresses and Contact Information Contact Name Dominic. Casaarande Contact Telephone Contact Email Address Address: 100 Fort Worth Trail Fort Worth, TX 76102 Remote Engagement: Yes Dominic.Casagrande@fortworthtexas.gov I Remote Delivery Lanauaae: Enalish Document Revision History Please note this Statement of Work maybe be subject to a scope recertification after one -hundred twenty (120) days from the most recent date listed above. Document Reviewer Page 2 of 8 SCI BOT20 SOW OP-1421132 ■ 7 Ivanti Document Purpose The purpose of this document is to describe the tasks for an Ivanti Professional Services engagement. Note To execute this Statement of Work, both parties must sign as indicated in the Authorization and Acceptance Section of this document. Overview City of Fort Worth ("Customer") has requested the Consultant (as defined below) to provide Ivanti Professional Services consultancy as defined in the following Statement of Work ("SOW'). The Ivanti resources assigned to this project will be under the direction of both Ivanti Project Management and the Customer Project Manager. All references to "Consultant" shall mean the entity identified below in the same geographic region as the Customer: • Ivanti, Inc., a Delaware corporation, performs Services in the Americas, except Brazil. • Ivanti Comercio de Software Brasil Ltda, a Brazilian company, performs Services in Brazil. • Ivanti Software K.K., a Japanese company, performs Services in Japan. • Ivanti Software (Beijing) Co., Ltd., a Chinese company, performs Services in China. • Ivanti International Limited, an Irish company, performs Services related to the Wavelink and Naurtech branded products in Europe, the Middle East, Africa, and the Asia Pacific region. • Ivanti U.K. Ltd, an English company, performs Services in all other locations. Page 3 of 8 SCI BOT20 SOW OP-1421132 7 ivanti Time and Materials Proposal — Paid Up Front This is a Time and Material (T&M) consulting engagement. Completion of In Scope activities is subject to the time constraints outlined in this SOW. All services costs will be invoiced up -front upon execution. Any unused hours will expire one (1) year from the date of execution below -unless otherwise explicitly specified in the SOW. The Hours outlined in the Task Section of this SOW represent a good faith estimate of the effort required to accomplish the tasks and activities listed. If tasks are completed in less time than is estimated, remaining hours will be available for up one (1) year from the date of execution. If additional time is required, a fully executed Project Change Request will be required that could incur additional cost. Travel expenses (T&E) are NOT included in this Statement of Work. Ivanti will coordinate travel with the Customer project manager or customer point of contact. No travel will be conducted without approval from customer and Ivanti. All travel expenses will be invoiced separately. Tasks This section describes the expected tasks planned for the consultancy engagement. In Scope This section describes the activities in scope for the consultancy engagement Scope of Services • Prepaid Professional Services (PS) • Products: Ivanti Service Management Constraints & Guardrails • For each Request for Professional Services, a Project Change Request ("PCR") will be issued describing the requirements and scope, followed by an estimation of effort (LOE) required to meet the Customer's request. • Requests for services will be confirmed within 72 business hours. Resources will be provided as soon as possible, based on Ivanti resource availability, and mutually agreed schedule. • Resources (i.e. Consultants) will be selected by Ivanti, based on the best fit for the engagement (timing, experience, etc.). • Offsite (remote) activities: Schedule resources in segments of no less than one (1) business day, unless otherwise agreed to by both, Ivanti and Customer. Once activities are scheduled regardless of usage, a minimum of one (1) business day will be charaed unless an alternate schedule is aareed upon one week Page 4 of 8 SCI BOT20 SOW OP-1421132 :f ivanti prior to the assigned start date. • On -site activities: Schedule resources in segments of no less than one (1) business day, unless otherwise agreed to by both, Ivanti and Customer. Actual travel costs will be billed separately. Once activities are scheduled regardless of use, a minimum of one (1) business day will be charged unless an alternate schedule is agreed upon one week prior to the assigned start date. • Unless otherwise stated, all work will be performed during Consultant's normal business hours, Monday to Friday excluding public holidays. • BoT Hours are valid for a period of 12 months from time of purchase. There are no refunds for unused hours. They cannot be extended beyond this term. • BoT Hours cannot be used for the implementation of new products • Hours shall be scheduled in advance with a minimum four (4) weeks' notice period to allow for the resourcing of Ivanti Consultants. Out of Scope By definition, any item not deemed in scope is considered out of scope. Discussions about scope and products may have taken place leading up to or during the scoping of the project, but unless items are specifically included in the scope of the SOW, those items are not part of this project. If you believe that this SoW is missing any agreed items, please contact us to review those items for possible inclusion and rescoping. For clarity, the following specific items are not included: Ref Description Os1 Consultancy relating to any products not specified in the "In Scope" section of this document Assumptions The project will proceed with the following identified assumptions. Any further assumptions that are identified as the project progresses will be subject to change control and impact analysis, which may affect the cost and timescales of the project. If these changes were not reasonably identifiable by Ivanti and included in the Statement of Work, then the Customer will bear any costs. Al If onsite engagement, delivery of Services assumes inclusion of travel and expense (T&E) rate in the Purchase Order (PO); if no T&E is included in the PO, all Services hours will be fulfilled remotely. If onsite engagement, the Customer will provide advance notification of any site -specific requirements such as A2 security clearance, identification, and safety training. Failure to identify site -specific requirements in advance may impact the project schedule. Page 5 of 8 SCI BOT20 SOW OP-1421132 ■ 7 Ivanti AssumptionsRef Customer representatives with subject matter expertise are available to answer requirements and design questions, A3 and supply logon credentials, IP addresses, and server names, and other data necessary to complete configurations, to the Ivanti Consultant as reasonably requested. A4 Customer representatives are available in order for the Ivanti Consultant can transfer knowledge as outlined in the Statement of Work regarding the configuration and usage of the software. A5 All pre -requisites and necessary network changes relevant to implementation must be met prior to implementation work, so as not to impede the progress of work. Ivanti will supply licenses under a separate commercial agreement outside of the scope of this Statement of Work. A6 Any additional non-Ivanti software license requirements (e.g., Microsoft licenses) will be sourced and installed by the Customer. A7 For engagements requiring product installation, the latest release of Ivanti software or the required components will be installed unless otherwise agreed. Activities that add value to the project and are outside actual collaborative meetings will consume hours and will be A8 billable, Examples on customer facing activities that provide value to the project include but are not limited to, meeting prep and post meeting activities like preparing and sending post meeting notes. Billable definition understood — Time spent by an Ivanti or Partner resource working on customer projects in the following capacities. A9 a Attending meetings requested by customer • Time spent in design, configuration, demonstration, testing, remediation, troubleshooting and researching on behalf of the Customer. All configuration activities detailed in this SOW will be performed solely by Ivanti Consultants or designated Subcontractors. Unit Testing will be conducted by the Ivanti team prior to the Customers System Testing. Ivanti will A10 be responsible for remediating issues that relate to the specific configuration activities performed by Ivanti and outlined in this SOW. If work is performed by the Customer team, and that work causes conflicts or issues, Ivanti will identify the conflicts and discuss identified issues with the Customer, to create a plan to remediate. If additional time is required to address issues caused by non Ivanti configuration activities, a PCR may be required for additional time. Constraints The project will proceed with the following identified constraints. Any further constraints that are identified as the project progresses will be subject to a Project Change Request and impact analysis, which may affect the cost and timescales of the project. If these changes were not reasonably identifiable by Ivanti and included in the Statement of Work, then the Customer will bear any costs. Page 6 of 8 SCI BOT20 SOW OP-1421132 ■ :f Ivanti Ivanti consulting resources will be scheduled in minimum blocks of 4 hours. Situations may arise where less than C3 four-hour blocks will be necessary, those occasions will be agreed to in advance by both parties and will be considered exceptions. Customer Project Management Responsibilities Customer will designate a person to whom all Ivanti communications will be addressed and who has the authority to act for Customer in all aspects of this Statement of Work (the "Customer Project Manager'). The Customer Project Manager will: • Create and maintain an estimated schedule for the overall project. • Provide sufficient notice for rescheduling. Rescheduling requires minimum of ten (10) business days' notice. Failure to notify Ivanti of need to reschedule can result in additional charges as stated in services Terms and Conditions. • Work with the Ivanti Project Manager to identify resource requirements and desired skill sets. Ivanti recommends a four (4) week lead time to schedule consultants and make travel arrangements when adding resources. • Schedule resources in segments of no less than five (5) business days unless agreed to by both Ivanti and Customer. • Schedule and facilitate completion of this engagement within the respective number of months from date of signing the PO • With Ivanti, administer Change Control and authorize Project Change requests. • Provide access to Customer facilities consistent with the estimated schedule for all resources. Consultants may require access to Customer facilities and systems outside normal business hours. Ivanti Project Management Responsibilities A minimum of 5% of the total hours in this BoT SOW is reserved for Professional Services contract administration. These administrative activities are limited to resource coordination and time reporting. If the customer requests project management services as part of their time block commitment, the hours worked by the project manager will be deducted from the BoT balance along with the consultant's hours when the services are provided. Project management services include project management planning and delivery, project plan management, escalation management, and status reporting. Page 7 of 8 SCI BOT20 SOW OP-1421132 :f ivanti Authorization In addition to any terms contained in this Statement of Work, the provision of the services described in this SOW ("Services") shall be subject to terms of the license agreement agreed to by you and Ivanti and are hereby incorporated by reference or, if applicable, the terms and conditions of a separate written agreement agreed to and signed between you and Ivanti on or before the date on which you sign this SOW. Neither the execution nor fulfillment of the Services will relieve or alter Ivanti or Customer's rights or obligations with respect to standard Ivanti software and other products under the license agreements applicable to such software or products. Nothing in this document is intended to or shall have the effect of vesting in or transferring to Customer's rights in Ivanti's, its affiliates', or its suppliers' software, methods, know-how, or other intellectual property, regardless of whether such intellectual property was created, used or first reduced to practice or tangible form by Ivanti in the course of performance of the Services hereunder. By purchasing the Services set forth in this SOW, the parties each indicate their acceptance of the above. Please sign below and return this document in its entirety by email to your account manager. City of Fort Worth ("Customer") 100 Fort Worth Trail Fort Worth, TX 76102 On Signature *6%_ Dianna Giordano (Nov 11, 202513 05 31 CST) Assistant City Manager 11/11/2025 Email Title Date On Signature Signature: g Jason Wyatt (Nov S, 20251209:08 PST) Email 7ascn.wyatt@ivanti.com Email: jason.wyatt@ivanti.com Title Sr. Director, Pro Services Date 11/05/2025 Page 8 of 8 SCI BOT20 SOW OP-1421132 [Executed effective as of the date signed by the Assistant City Manager above.] / [ACCEPTED AND AGREED:] CITY OF FORT WORTH INTERNAL ROUTING PROCESS: Approval Recommended: S.Trofitor (for K 60mi) By. S.Trott,r(for K.Gunn)(Nov 10, 202512:05:19 CST) Name: Kevin Gunn Title: Director, IT Solutions Approved as to Form and Legality By. an ace Ngliara(Nov 10, 202512:56:50 CST Name: Candace Pagliari Title: Sr. Assistant City Attorney Contract Authorization: M&C: 24-0952 Approved: 11/12/2024 Form 1295: 2024-1229119 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. ...&Al By: Mark Deboer (Nov 6, 2025 11:45:27 CST) Name: Mark DeBoer Title: Assistant IT Solutions Director City Secretary: a By: Name: Jannette Goodall Title: City Secretary 4444�nAn FORT 40 o d o:o Pvo=d an. , 0000 o a �Qn� A4 44` OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX 11/8/24, 4:03 PM M&C Review Official site of the City of Fort Worth, Texas CITY COUNCIL AGENDA FR`+ Create New From This M&C DATE: 11/12/2024 REFERENCE **M&C 24- LOG NAME: 04SHI GOV SOFTWARE NO.: 0952 & RELATED SERVICES CODE: C TYPE: CONSENT PUBLIC NO HEARING: SUBJECT: (ALL) Authorize an Amendment to City Secretary Contract No. 56024 with SHI Government Solutions, Inc. for the Purchase of Software Licenses and Related Services, and to Increase the Contract Amount by $650,000.00 for a Total Annual Contract Amount of $2,150,000.00 for the Information Technology Solutions Department RECOMMENDATION: It is recommended that the City Council authorize an amendment to City Secretary Contract No. 56024 with SHI Government Solutions, Inc. for the purchase of software licenses and related services, and to increase the contract amount by $650,000.00 for a total annual contract amount of $2,150,000.00 for the Information Technology Solutions Department. DISCUSSION: On November 13, 2018, Mayor & Council Communication, (M&C) P-12275 was approved to authorize the execution of a Purchase Agreement with SHI Government Solutions, Inc. (SHI) in the annual amount of $750,000.00 using National IPA Contract No. 2018011-02 and The Department of Information Resources Contract No. DIR-TSO-4092. The Purchase Agreement was increased by $100,000.00 using the Administrative Change Order allowed by M&C P-12275 in September 2019, for a total annual amount of $850,000.00. On November 12, 2019, M&C 19-0296, was approved to authorize an amendment to an existing purchase agreement with SHI Government Solutions, Inc. for the purchase of software licenses and related services to increase the amount by $650,000.00 for a total annual amount to $1,500,000.00 for the Information Technology Solutions Department. The Information Technology Solutions (ITS) Department uses the cooperative contracts agreements to purchase computer software packages, software maintenance and related services for desktops, laptops and other smart devices. Software packages include, but are not limited to, Adobe products, VMware products, monitoring software, security software, backup tools, specialty Microsoft products such as Visio, Project and other department required software. This M&C requests approval to increase by $650,000.00 for a new annual total of $2,150,000.00 using the Omnia Partners cooperative agreement 2018011-02, to continue to purchase software products for City departments. COOPERATIVE PURCHASE: State law provides that a local government purchasing an item under a cooperative purchase 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 CONTRACTS: The City will initially use the Omnia Partners contract to make purchases authorized by this M&C. In the event a Omnia cooperative contract is not renewed, staff would cease purchasing at the end of the last purchase agreement coinciding with a valid cooperative contract. 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. In the event an Omnia cooperative agreement is not extended, but Omnia executes a new cooperative agreement with substantially similar terms, this M&C authorizes the City to purchase the goods and services under the new Omnia contract. If this occurs, in no event will the City continue to purchase apps.cfwnet.org/council_packet/mc_review.asp?ID=32658&councildate=11 /12/2024 1 /2 11/8/24, 4:03 PM M&C Review goods and services under the new agreement for more than four (4) years without seeking Council approval. BUSINESS EQUITY: A Business Equity goal is not assigned when purchasing from an approved purchasing cooperative or public entity. 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 if sufficient funds have been appropriated. AGREEMENT TERM: Upon City Council's approval and execution of the cooperative purchase agreement with SHI and execution of the City Secretary Contract No. 56024 contract amendment with SHI, both parties and continue in accordance with the terms and conditions of Omnia Partners 2018011-02 or applicable successive contract for the same products and services. RENEWAL OPTIONS: The agreements may be renewed for up to four (4) one-year renewal terms, in accordance with the underlying cooperative agreement, at the City's option. This action does not require specific City Council approval provided that the City Council has appropriated sufficient funds to satisfy the City's obligations during the renewal period. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that funds are available in the current operating and capital budgets, as appropriated, in the Water & Sewer and Capital Projects Service Funds and in the ITS Capital Fund for the ITS Refresh project to support the approval of the above recommendation and execution of the amendment. Prior to an expenditure being incurred, the IT Solutions Department has the responsibility to validate the availability of funds. TO Fund Department Account Project Program Activity Budget Reference # A­Amunt ID ID I I Year Chartfield 2 FROM Fund rDepartment Account I Project I Program I Activity I Budget ID ID Year Submitted for City Manager's Office by_ Mark McDaniel () Originating Department Head: Kevin Gunn (2015) Additional Information Contact: Sallie Trotter (8442) ATTACHMENTS 04SHI GOV SOFTWARE & RELATED SERVICES funds availability_pdf (CFW Internal) 04SHI GOV SOFTWARE & RELATED SERVICES Updated FID.xlsx (CFW Internal) City of Fort Worth Form 12952 (10232024).pdf (CFW Internal) Reference # Amount Chartfield 2) apps.cfwnet.org/council_packet/mc_review.asp?ID=32658&councildate=11 /12/2024 2/2 Cof FW BOT40 SOW O P-1435290 Final Audit Report 2025-11-05 Created: 2025-11-05 By: Patrick Flannery (Patrick. Flannery@ivanti.com) Status: Signed Transaction ID: CBJCHBCAABAArJJ14GSmJvluheRxsprUPWYor8fAilUD "CofFW_BOT40_SOW_OP-1435290" History Document created by Patrick Flannery (Patrick.Flannery@ivanti.com) 2025-11-05 - 5:47:47 PM GMT Document emailed to Jason Wyatt Qason.wyatt@ivanti.com) for signature 2025-11-05 - 5:49:57 PM GMT Email viewed by Jason Wyatt (jason.wyatt@ivanti.com) 2025-11-05 - 8:08:25 PM GMT 1 Document e-signed by Jason Wyatt (jason.wyatt@ivanti.com) Signature Date: 2025-11-05 - 8:09:08 PM GMT - Time Source: server Agreement completed. 2025-11-05 - 8:09:08 PM GMT 7 Powered by ivanti Adobe Acrobat Sign FORT WORTH. City Secretary's Office Contract Routing & Transmittal Slip Contractor's Name: SHI International Corp. d/b/a SHI Government Solutions, Inc. Subject of the Agreement: Addendum No. 4 to CSC 56024 a Purchase Agreement for Software Licenses and Related Services and Customer Acknowledgment Form Resale Terms and Indirect Sales M&C Approved by the Council? * Yes 8 No ❑ If so, the M&C must be attached to the contract. Is this an Amendment to an Existing contract? Yes ❑ No ❑ 56024-AD4 If so, provide the original contract number and the amendment number. Is the Contract "Permanent"? *Yes ❑ No 8 If unsure, see back page for permanent contract listing. Is this entire contract Confidential? *Yes ❑ No 8 If only specific information is Confidential, please list what information is Confidential and the page it is located. Effective Date: Expiration Date: If different from the approval date. If applicable. Is a 1295 Form required? * Yes 8 No ❑ *If so, please ensure it is attached to the approving M&C or attached to the contract. Project Number: If applicable. *Did you include a Text field on the contract to add the City Secretary Contract (CSC) number? Yes 8 No ❑ Contracts need to be routed for CSO processing in the following _ order: rder: 1. Katherine Cenicola (Approver) 2. Jannette S. Goodall (Signer) 3. Allison Tidwell (Form Filler) *Indicates the information is required and if the information is not provided, the contract will be returned to the department.