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HomeMy WebLinkAbout059952-A5 - General - Contract - ePlus Technology, Inc.Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 CSC No. 59952-A5 FIFTH AMENDMENT TO FORT WORTH CITY SECRETARY CONTRACT NO. 59952 This Fifth Amendment to Fort Worth City Secretary Contract No. 59952 ("Fifth Amendment") is made between the City of Fort Worth ("City,") a Texas home rule municipality, and ePlus Technology, Inc. ("Vendor,") a municipal corporation. City and Vendor are each individually referred to herein as a "party" and collectively referred to as the "parties." WHEREAS, City and Vendor entered into an Agreement identified as City Secretary Contract No. 59952, effective August 8, 2023 (the "Agreement"); and WHEREAS, it is the collective desire of the parties to amend the Agreement to add ePlus Statement of Work No. 180164 for the purchase of an Al Data Assessment. NOW THEREFORE, known by all these present, the Parties, acting herein by and through their duly authorized representatives, agree to the following terms, which amend the Agreement as follows: I. AMENDMENTS 1. The Agreement is hereby amended to include Exhibit A-2, ePlus Statement of Work No. 180164, attached hereto and incorporated herein this Third Amendment, for the purchase of an Al Data Assessment in the amount of $80,000.00. 2. The annual amount of the Agreement will remain unchanged at an amount not to exceed $840,000.00 for the third renewal term. II. MISCELLANEOUS All other terms, provisions, conditions, covenants and recitals of the Agreement not expressly amended herein shall remain in full force and effect. [Signature Page Follows] OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Fifth Amendment to Fort Worth City Secretary Contract No. 59952 Paget of 3 Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 [Executed effective as of the date signed by the Assistant City Manager below.] / [ACCEPTED AND AGREED:] City: ePlus Technology, Inc. AW M—Mil O— Signed by. By: Dianna Giordano (Aug 11, 2026 10:14:09 CDT) I I. By: V6V' ktIAuA Lv' Name: 6 tat4hlin Name: Dianna Giordano Title: Assistant City Manager Title: SVP Contracts Date: 08/11 /2026 Date: 8/5/2026 CITY OF FORT WORTH INTERNAL ROUTING PROCESS: Approval Recommended: By: / Name: Kevin Gunn Title: Director, IT Solutions Approved as to Form and Legality: 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: Name: Title: JWJLI"�—� Sudong Lee (Aug 7, 2026 16:58:24 CDT) Sudong Lee Sr. IT Solutions Manager �/l�N W Wt/G l � VWVI [N ao anIl By: Candace Pagliara (Aug 1DI2026 10:28:06 CDT) City Secretary: ppWA fCgT09dd Name: Candace Pagliara °ono =o Title: Sr. Assistant City Attorney °Q * PQa�RIlnEXpSo By: Contract Authorization: Name: Jannette Goodall M&C: 25-0825 Title: City Secretary Approval Date: 09/16/2025 Form 1295: N/A OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Fifth Amendment to Fort Worth City Secretary Contract No. 59952 Page 2 of 3 Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 Exhibit A-2 ePlus Statement of Work No. 180164 (Attached) Fifth Amendment to Fort Worth City Secretary Contract No. 59952 Page 3 of 3 45732 Statement of Work City of Fort Worth Al Data Assessment (180164) SOW# City of Fort Worth -AI Data Assessment-180164 7/24/2026 Mark Deboer 100 Fort Worth Trail, Fort Worth, TX 76102 817-392-1234 mark.deboer@fortworthtexas.gov %•�� t +•�e� •� . ♦ � � : • s • • • � • • : • • ■ �• • •• •• •• •i RM Y• iY �•R.Y •y• •.R �•! ■Y. • �• • i�• ••• •••• � i •Y• ••i•■ «••{ ram! J{{�yl, ! i Y ; F • i • Y ■ - �• • !■ • • f • • i■ •• Y■ •• i• •!' ii■ icy ■R iy ••Y }R • i M i• Y• Y i •• i• i� 11• . ��r �� _� � _i f _i ! • i R • i i i • ■ • • ■ a ! • i 'i • • i • Y� * • • ! • i_ i ■• •� i i• •ice _ i. •., Y_ � 94 '■_ ■Yk iY Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 e+ STATEMENT OF WO K City of Fort Worth This Agreement and Statement of Work ("SOW") is made July 24, 2026 ("Effective Date") by and between City of Fort Worth ("Customer") and ePlus Technology, inc. ("ePlus") (each of ePlus and Customer a "Party" and together the "Parties"). This SOW is governed by the Contract: TIPS230105 for the provision of professional or consulting services by ePlus to Customer (the "Agreement"). 1.1 EXECUTIVE SUMMARY OF THE SERVICES Customer has engaged ePlus to perform a Data Assessment and Strategy engagement. The assessment is organized around four (4) key workstreams: Current -State Assessment & Discovery, Future -State Vision & Evaluation Framework, Platform Evaluation & Recommendation, and Implementation Roadmap & Executive Read - Out. Through stakeholder interviews, data and platform assessments, use case analysis, and strategic planning activities, ePlus will develop recommendations that align technology investments with Customer's operational goals and long-term vision. Upon completion, Customer will receive an assessment of its current environment, a future -state vision, a scored platform evaluation, directional architecture guidance, and a multi -phase implementation roadmap that identifies priorities, dependencies, risks, investment considerations, and recommended next steps. 1.2 DEFINITIONS Deliverable: A measurable indication of progress within a given phase, documentation in hard copy or electronic form such as analyses, reports, manuals, test results, or any other items as set forth in section 2.2. Milestone: A specific goal, objective, or event pertaining to services described in this SOW. Normal Business Hours: The hours of Monday through Friday 8:00 a.m. to 5:00 p.m. local time, excluding any federal and ePlus observed holidays. A list of ePlus observed holidays will be provided upon request. Products: Third -party hardware and/or software products are sold separately and are not deliverables. 2.1 SERVICES The Services that ePlus and/or its subcontractor shall provide will include: Project Scope This engagement will provide a structured, vendor -neutral assessment of Customer's current data environment, future -state requirements, platform options, and implementation priorities. The engagement will examine Customer's readiness to support enterprise analytics and artificial intelligence across the following areas: • Data strategy and alignment with organizational objectives • Data architecture and platform capabilities • Data governance, ownership, and stewardship • Data security, privacy, and regulatory considerations • Al readiness, including data availability, quality, accessibility, and controls • Organizational capabilities, operating model, and adoption considerations Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 e+ STATEMENT OF WORK City of Fort Worth Workstream 1 — Current -State Assessment and Discovery This workstream will establish review Customer's current data landscape, business priorities, constraints, and readiness for modernization. Activities will include: • Conduct stakeholder interviews across Information Technology Solutions, data governance, security, and selected departments. • Review Customer's data strategy, business priorities, and organizational objectives to identify the capabilities required from a future enterprise data platform. • Assess the current data architecture, including source systems, SQL data marts, integration patterns, reporting platforms, and departmental data -access models. • Assess current data governance practices, including data ownership, stewardship, metadata management, data quality, policy management, and decision rights. • Review data security and privacy requirements, including identity and access management, data classification, sensitive -data protection, auditability, and relevant regulatory considerations. • Evaluate Al readiness across data availability, data quality, governance, security, architecture, skills, and operational readiness. • Identify organizational and operating -model considerations that may affect platform adoption, delivery, support, and long-term sustainability. • Document current -state strengths, gaps, risks, dependencies, and modernization opportunities. Workstream 2 — Future -State Vision and Evaluation Framework This workstream will define the capabilities and architectural direction required to support Customer's future analytics and Al objectives. Activities will include: • Facilitate a use case prioritization workshop to evaluate candidate use cases based on strategic value, business impact, feasibility, urgency, and data readiness. • Conduct a target -state capabilities session to define the functional, technical, governance, security, and operational capabilities required from the future platform. • Define a directional target -state data architecture aligned with Customer's organizational objectives, priority use cases, governance requirements, and security needs. • Establish future -state expectations for governed self-service data access, data integration, analytics, Al enablement, metadata, data quality, and platform operations. • Perform a gap analysis between the current state and the target -state capabilities. • Develop a weighted "ilities" evaluation framework, with criteria and weighting agreed upon by Customer. Evaluation dimensions may include scalability, security, interoperability, governability, maintainability, usability, reliability, performance, and cost efficiency. • Identify the guiding principles and decision criteria that will be used to evaluate platform options. Workstream 3 — Platform Evaluation and Recommendation This workstream will provide an independent and transparent comparison of Microsoft Fabric, Snowflake, and Databricks against Customer's agreed requirements. Activities will include: • Conduct vendor -neutral research and analysis of Microsoft Fabric, Snowflake, and Databricks using publicly available documentation, vendor materials, and relevant technical information. • Evaluate each platform against the City -approved "ilities" framework and target -state capability requirements. • Assess each platform's ability to support Customer's data architecture, governance, security, analytics, self-service, and AI -readiness objectives. • Develop directional compute, storage, and platform -sizing estimates based on available workload and use case information. • Conduct vendor discussions, as appropriate, to validate platform capabilities, assumptions, and directional pricing estimates. Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 e+ STATEMENT OF WO K City of Fort Worth • Document key platform strengths, limitations, dependencies, risks, and implementation considerations. • Produce a scored platform comparison and a transparent recommendation identifying the preferred platform direction. • Develop a directional reference architecture illustrating how the recommended platform could support Customer's future -state data and Al ecosystem. Workstream 4 — Implementation Roadmap and Executive Read -Out This workstream will translate the assessment and platform recommendation into a phased modernization path. Activities will include: • Assess the relative complexity, readiness, dependencies, and expected value of prioritized use cases. • Facilitate a roadmap sequencing workshop with Customer's stakeholders to validate implementation priorities and dependencies. • Develop a multi -phase implementation roadmap covering foundational capabilities, priority use cases, platform enablement, governance, security, architecture, and organizational readiness. • Define year -one milestones, decision points, dependencies, and expected outcomes. • Identify key risks related to technology, data, security, governance, organization, adoption, procurement, and implementation. • Document recommended risk -mitigation considerations and prerequisites for subsequent phases. • Provide directional sequencing and investment considerations to support planning and budget development. • Deliver a final executive read-out summarizing the current -state findings, future -state direction, platform recommendation, roadmap, key risks, and recommended next steps. Project Management Standard Project Management is utilized when the management requirements for a project are of mid to high complexity. The expectation is that the Project Manager will be working on tasks which may include meeting planning, resource scheduling, equipment confirmation, and issue tracking, within a project workbook. The Project Manager will also be responsible for project closeout and satisfaction surveys. 2.2 DELIVERABLES The following deliverables will be produced during the engagement, organized by workstream. The deliverables are subject to Customer's review and acceptance. Assessment • Stakeholder Interview Findings o Consolidated summary of stakeholder perspectives, organizational priorities, current -state challenges, departmental needs, and key themes identified during discovery. • Data Source and System Inventory o High-level inventory of relevant source systems, departmental data marts, and reporting environments. • Prioritized Use Case Catalog o List of candidate analytics, data -sharing, reporting, and Al use cases based on stakeholder interviews. Future Vision • Target -State Platform Capabilities Vision o Definition of the business, technical, governance, security, analytics, Al, and operational capabilities required from Customer's future enterprise data platform. Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 e+ STATEMENT OF WORK City of Fort Worth • Current -to -Target -State Gap Analysis o Assessment of the gaps between Customer's existing capabilities and the desired future state across data strategy, architecture, governance, security, Al readiness, and organizational enablement. • Weighted Platform Evaluation Framework o A structured "ilities" scoring framework with evaluation criteria and weighting agreed to by Customer. o Criteria may include scalability, security, interoperability, governability, maintainability, usability, reliability, performance, and cost efficiency. Platform Selection • Directional Platform Cost and Sizing Estimates o High-level estimates of compute, storage, licensing, and related platform costs for Microsoft Fabric, Snowflake, and Databricks, based on available workload information and documented assumptions. • Scored Platform Comparison and Recommendation o A transparent comparison of the evaluated platforms against Customer -approved criteria, including weighted scores, key strengths, limitations, risks, dependencies, and the recommended platform direction. • Directional Reference Architecture o A high-level target architecture illustrating how the recommended platform could support data ingestion, storage, integration, governance, security, analytics, self-service access, and Al capabilities. Roadmap • Multi -Phase Implementation Roadmap o A phased modernization roadmap that identifies recommended initiatives, sequencing logic, foundational capabilities, key dependencies, and year -one milestones. • Strategic Risk and Dependency Inventory o Consolidated inventory of the principal technology, data, governance, security, organizational, procurement, and implementation risks, together with recommended mitigation considerations. • Executive Read -Out and Decision Package o Leadership -ready presentation summarizing the current -state findings, future -state vision, platform evaluation, recommendation, implementation roadmap, key risks, investment considerations, and recommended next steps. 2.3 PLACE OF PERFORMANCE Unless otherwise specified elsewhere in this SOW, all on -site Services will be performed at Customer's facilities located at the following location(s) ("Customer Site"): • Remote 3.1 GENERAL RESPONSIBILITIES During the course of this project, ePlus will require the support of Customer staff and computing resources. If the required Customer resources cannot be made available, the scope of the Services, estimated schedule (see section 5.1), or both may be affected. Customer agrees to provide the following: • A work area suitable for the tasks to be performed and any required software or documentation. Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 e+ STATEMENT OF WO K City of Fort Worth • If Customer directly procures any hardware or software required for this project, Customer agrees to provide the hardware, software, and any accompanying support documentation or instructions. • Ensure that sufficient rack space, power, cooling, etc. for new hardware is in place prior to implementation 0 Note: The Customer is responsible for moving existing equipment within a rack to make sufficient space for new hardware. ePlus resources are not responsible for moving existing equipment during the physical installation of new hardware. • Customer is responsible for the removal and disposal of hardware being replaced as part of this project. • Provide location for disposal of packing materials. ePlus will dispose of debris (cardboard, plastic, wood skids, Styrofoam, and other miscellaneous packing materials) in customer -supplied dumpster • Customer will provide patch cables related to project unless otherwise specified in this SOW. • A secure storage location for all equipment delivered to the Customer Site until the scheduled ePlus installation date, if applicable. • Contact personnel to escort the ePlus resource(s) through the Customer Site. • Access to the Customer Site during the work hours required for this project. • Current network topology • Electrical power outlets to support requirements of the installed network equipment • Provide a single technical point of contact, who is familiar with the IT environment and requirements, to work with ePlus engineering resource(s) throughout the project and act as a liaison between the Customer's staff. • Provide requested network diagrams/information to ePlus within two (2) days of the initial request. • Customer represents and warrants that it has all right, title, and interest in and to any data furnished in connection with the Services and/or that it has obtained all necessary consents, permissions, and releases necessary for ePlus to perform its obligations under this SOW. Customer shall indemnify, defend, and hold ePlus harmless from any claims or liabilities arising out of Customer's breach of the foregoing. 3.2 PROJECT SPECIFIC CUSTOMER RESPONSIBILITIES Engagement Governance • Assign an executive sponsor to provide overall direction, resolve escalations, and support decision -making across the engagement. • Assign a designated point of contact responsible for day-to-day coordination, clarifications, and approvals. • Identify key personnel, system owners, and departmental stakeholders during the Project Kickoff meeting. • Work with ePlus during the Project Kickoff meeting to finalize the assessment schedule and deliverable structure. Stakeholder Participation • Make relevant stakeholders available for interviews, workshops, and information -gathering activities, including representatives from Information Technology Solutions, data governance, security, and selected Customer departments. • Engage additional stakeholders or subject matter experts as needed to support discovery, prioritization, and validation activities. Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 e+ STATEMENT OF WO K City of Fort Worth • Participate in scheduled workshops, including use case prioritization, target -state capabilities, and roadmap sequencing sessions. Information and Documentation Access • Provide timely access to current systems, data, reporting environments, and relevant documentation within one (1) week of project kickoff. • Provide access to facilities, equipment, systems, data, information, and personnel as required to perform the Services and produce the Deliverables. • Provide available documentation related to Customer's data strategy, business priorities, current architecture, source systems, data marts, integration patterns, reporting platforms, governance practices, and security requirements. • Provide accurate and complete information to support current -state assessment, gap analysis, platform evaluation, and roadmap development activities. Review and Approval • Review and approve deliverables in a timely manner to support the agreed engagement timeline. • Provide timely feedback on interim findings, evaluation criteria, weighting decisions, and prioritization outcomes. • Approve any changes to scope, schedule, or deliverables through the established change order process. Environment and Cloud Services • Own and manage all cloud -hosted services associated with the engagement within Customer's environment. • Be responsible for all charges from cloud -hosted services used in support of the engagement. • Provide any required access, credentials, or environment provisioning needed to support assessment activities. Communication and Coordination • Communicate internal organizational changes, priority shifts, or environmental changes that may impact the engagement scope, timeline, or deliverables. • Coordinate internal approvals, reviews, and stakeholder scheduling to support the engagement timeline. • Support the coordination of vendor discussions, as appropriate, to validate platform capabilities, assumptions, and directional pricing estimates. 3.3 SYSTEM RESPONSIBILITIES • Customer is responsible for providing all software and associated licenses. • Unless otherwise agreed by the Parties, Customer shall respond within two (2) business days of ePlus' request for documentation or information needed for the project. • Customer shall ensure that contracts with its own vendors and third parties are fully executed and enable Customer's business requirements to be met in full. Customer shall be responsible for all payments to, and the performance of, all non-ePlus entities assigned to, or working on this project. • ePlus will not be responsible for data loss. Backups should be performed prior to work starting. All data is the responsibility of the Customer. Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 e+ STATEMENT OF WO K City of Fort Worth • Should a manufacturer provide Customer with specialized or custom software unique to Customer, ePlus will not be responsible for any delays or failures to perform related to use of such software. • ePlus shall not be responsible for support and maintenance of products. • Unless otherwise specified in this SOW, ePlus shall not be responsible for any customization of, or labor to install software (except operating systems or firmware pre -installed by the manufacturer). • Services do not include resolution of software or hardware problems resulting from third party equipment or services or problems beyond ePlus' control. • Services exclude any hardware upgrade required to run new or updated software. 4.1 GENERAL ASSUMPTIONS The following assumptions were made to create this SOW. Should any of these assumptions prove to be incorrect or incomplete then ePlus may modify the price, scope of work, or Milestones pursuant to the Change Management Procedure set forth herein. ePlus assumes: • Where applicable, Customer's Site shall be ready prior to the date scheduled for ePlus to perform the Services. Costs associated with Customer's inability to (1) make the Customer Site ready or (2) meet any of the other responsibilities specified in this SOW shall be billed at ePlus' then -current time and materials rates plus travel and other related expenses. Any additional costs incurred by Customer as a result of delays shall be the sole responsibility of the Customer. • This SOW defines exclusively the scope of the Services. This SOW shall not apply to any purchase, support or maintenance of products, which are purchased separately. • In the event ePlus is required to provide third party materials under this SOW (i.e. cables, racks, etc.), Customer shall be responsible for any costs, maintenance, and/or warranty obligations therein. • Acceptance tests conducted in respect of the Services shall apply only to such Services and shall not constitute acceptance or rejection of any Product purchased or licensed separately by Customer. • The schedule shall be extended up to thirty (30) days for any personnel change requests made by Customer. • Customer acknowledges that at any time during the project, if progress is stalled, by no fault of ePlus, for more than twenty (20) contiguous business days, ePlus reserves the right to issue a Milestone Completion Certificate for work that has been completed. • If Services include any assessments of Customer's network, systems, or security protocols, Customer understands that no guaranty is made by ePlus or its subcontractors that such assessments will detect all security weaknesses, potential security problems, vulnerabilities, or potential breaches. ePlus does not guarantee that recommendations or actions undertaken pursuant to this SOW will completely address all issues identified or not identified. o If an ePlus Subcontractor is used to perform the security assessment/audit services, the data will be shared with ePlus for gap analysis and recommendation purposes. • If Services include the implementation of any system dealing with Emergency 911 (E911) Services, including but not limited to phone systems, the Customer is responsible for ensuring its 911 dialing is compliant with all applicable laws, including but not limited to "Kari's Law' and the "Ray Baum Act". ePlus encourages customers to consult with their counsel regarding this matter. • Documents are created using ePlus templates (structure and format) and delivered to Customer in softcopy only. Customization to deliverable documents (structure, format, and/or other non-standard content) must be handled via a Change Request (CR) unless explicitly stated in this SOW. Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 e+ STATEMENT OF WORK City of Fort Worth • ePlus Deliverable Documents include up to two (2) revisions, per document, based on Customer feedback. Subsequent revisions will require a CR or separate SOW. 4.2 PROJECT SPECIFIC ASSUMPTIONS The following assumptions form the basis of the engagement approach, timeline, and fixed -fee pricing. Material deviation from these assumptions may require a change order. Engagement Scope and Approach • The engagement is a vendor -neutral assessment and planning effort. It does not include platform implementation, configuration, data migration, proof -of -concept development, procurement support, or detailed capability -transfer planning. These activities may be addressed in a subsequent phase following selection of the preferred platform. • Organizational readiness, operating model, and capability -transfer planning for Customer's Information Technology Solutions organization will be addressed in a subsequent phase following selection of the preferred platform, citeturnlsearch36. • The platform evaluation will focus on Microsoft Fabric, Snowflake, and Databricks, assessed using a Customer -approved, weighted evaluation framework. • Evaluation criteria, weighting, and prioritization decisions will be reviewed and agreed upon with Customer during the engagement. Timeline • The project is expected to be completed over a period of 6-8 weeks from the project kickoff meeting. • Delays caused by Customer extending the engagement beyond eight (8) weeks following the project kickoff meeting may result in a change order. • Weekly reviews will be conducted to identify changes in Customer's environment or updated information from initial discovery that may require a change order. Access, Information, and Participation • Customer will provide timely access to facilities, equipment, systems, data, information, and personnel as required to perform the Services and produce the Deliverables. • Customer will provide access to current systems, data, reporting environments, and relevant documentation within one (1) week of project kickoff. • Customer will participate in meetings and information -gathering activities and will engage stakeholders and members of other teams as appropriate. • During the Project Kickoff meeting, Customer's technical team and stakeholders will work with ePlus to identify key personnel and system owners and to finalize the assessment schedule and deliverable structure. Governance and Approvals • Customer will assign a designated point of contact responsible for clarifications and approvals throughout the engagement. • Customer will review and approve deliverables in a timely manner to support the agreed timeline. Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 e+ STATEMENT OF WO K City of Fort Worth Environment and Cloud Services • All cloud -hosted services associated with the engagement are hosted in Customer's account. Customer is responsible for all charges from cloud -hosted services. Delivery Model • Services may be performed remotely, on -site, or through a combination of both, based on the nature of the activities and mutual agreement with Customer. • Assumptions documented in this engagement are based on information available at the time of proposal. Material changes to Customer's environment, priorities, or information provided during discovery may require a change order. Out of Scope The following activities are explicitly outside the scope of this engagement. Any request to include these activities will require a separate scope discussion and change order. • Implementation, configuration, or deployment of any data platform, including Microsoft Fabric, Snowflake, or Databricks. • Data migration, data movement, data cleansing, or development of production data pipelines, models, or reporting solutions. • Proof -of -concept, prototype, or demonstration environment development. • Development of dashboards, reports, analytical applications, machine learning models, or AI -enabled solutions. • Implementation of data governance, security, privacy, or compliance tooling, controls, or policies, and remediation of any identified gaps. • Detailed organizational readiness, operating model design, and capability -transfer planning for Customer's Information Technology Solutions organization, which may be addressed in a subsequent phase following selection of the preferred platform. • Organizational change management, training, enablement, or end -user adoption programs. • Procurement support, contract or licensing negotiation, and vendor selection execution. • Purchase, licensing, or provisioning of software, hardware, cloud services, or third -party tools. All cloud - hosted service charges remain the responsibility of Customer. • Ongoing platform administration, operations, managed services, or post -engagement production support. • Any activities, deliverables, or services not explicitly described in the Project Scope and Deliverables sections of this SOW. 5.1 ESTIMATED TIMELINE The estimated timeline for the Services will begin within thirty (30) days after execution of this SOW and continue for not more than twelve (12) months. If Services have not been scheduled at the execution of this SOW, a timeline should be developed mutually by the Parties and agreed to before each phase of the Services begins. The actual start date will depend on the following considerations: • Scheduled availability of a qualified systems engineer • Receipt of Product and any necessary equipment • Receipt of signed SOW from Customer prior to proposed start date Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 e+ STATEMENT OF WO K City of Fort Worth • Receipt of purchase order from Customer 5.2 TERMINATION Either Party may terminate the SOW for any reason on thirty (30) days prior written notice to the other Party. Upon any such termination, ePlus will be paid all fees and expenses which have been incurred or earned in connection with the performance of the Services through the effective date of such termination. Additionally, in the event Customer cancels any Services with less than two (2) weeks prior notice, Customer shall reimburse ePlus for any non-refundable expenses incurred in preparation for such cancelled Services. For the Services performed under this SOW, Customer agrees to pay ePlus a fee of $80,000.00 (the "Fee"), plus any applicable taxes, as specified. Milestones are as follows: Milestone 1 SOW Acceptance & Signature $80,000.00 The Pricing in this SOW is valid for sixty (60) days from delivery to the Customer. Customer shall issue a purchase order adequate to cover the Fee prior to commencement of Services. Fees for additional services related to but not defined in this SOW will be on a time and materials basis at a rate set forth in a written amendment or Change Request. All tasks under this SOW will be completed during Normal Business Hours. Payment is due pursuant to the agreed -upon terms in the Agreement. Customer acknowledges that ePlus may participate in and retain the benefit of incentive plans or other programs with, among others, its travel providers wherein ePlus may receive benefits, such as frequent flier miles or other consideration for corporate travel volume. Fees, expenses, and other charges for the Services do not include sales, use, excise, value added, or other applicable taxes, tariffs, or duties. Payment that may be due on such amounts, and shall be the sole responsibility of Customer (excluding any applicable taxes based on ePlus' net income or taxes arising from the employment or independent contractor relationship between ePlus and its personnel). Upon ePlus' completion of a Milestone or Service performed, ePlus shall notify Customer by providing one of the following forms of acceptance: • Signed work order or time sheet; or • Milestone/Service Completion Certificate ("MCC"); or • Project completion document Customer has five (5) working days from the completion of the Services or Milestone, as applicable, to accept the work performed as being complete. Signing of the MCC, approving the time sheet, or Customer's failure to respond to the approval request within the designated five (5) working day period, signifies Customer's acceptance of the Milestone or time sheet and that Services have been performed in accordance with the SOW. In order to refuse acceptance of the Services, Customer must provide ePlus with full details that show that Services do not conform to the SOW. ePlus shall address such non-conformance in a timely manner and shall compile an action plan to correct any deficiencies. The acceptance process shall be repeated until all deficiencies have been resolved Docusign Envelope ID: DB907C04-D84C-8A88-836D-CBEDBBF45732 e+ STATEMENT OF WO K City of Fort Worth and the Services meet the requirements of the SOW. Acceptance may not be withheld due to defects in Services that do not represent a material non-conformance with the requirements of the SOW. Any change to the scope of Services or the obligations of the Parties under this SOW shall be set forth in a mutually agreed change request signed by both Parties ("Change Request"). The Change Request may be drafted by either Party and will describe the nature of the change, the reason for the change, and the effect of the change on the scope of work, Deliverables and/or the schedule. The Parties will negotiate in good faith the changes to the Services and the additional charges, if any, required to implement the Change Request. This SOW # City of Fort Worth -AI Data Assessment-180164 is acceptable. Please sign and return to Steve Hughes at texasservicesmanagement@eplus.com. IN WITNESS WHEREOF, the duly authorized representatives of the Parties hereto have caused this SOW to be executed. stoned by: lbw kwAoln, F44A77AE31564BB... Don McLaughlin SVP Contracts Dianna Giordano (Aug 11, Dianna Giordano Assistant City Manager 026 08/11 /2026 9/15/25, 11:22 AM M&C Review Official site of the City of Fort Worth, Texas ACITY COUNCIL AGEND FORTWORTH Create New From This M&C DATE: 9/16/2025 REFERENCE **M&C 25- LOG NAME: 04EPLUS NO.: 0825 CYBERSECURITY TIPS CODE: C TYPE: CONSENT PUBLIC NO HEARING: SUBJECT. (ALL) Authorize Execution of Amendment No. 3 to Contract with ePlus Technology, Inc. to Increase the Annual Contract Amount by $700,000.00 for the Purchase of Cybersecurity Goods and Services for a Revised Annual Amount of $800,000.00 for the City through Information Technology Solutions Department RECOMMENDATION: It is recommended that the City Council authorize execution of Amendment No. 3 to City Secretary Contract No. 59952 with ePlus Technology, Inc. to increase the annual contract amount by $700,000.00 for a revised annual amount of $800,000.00 with a 5\% annual increase to purchase and maintain Cybersecurity goods and services for City Departments through the Information Technology Solutions Department. DISCUSSION: On August 8, 2023, the City executed City Secretary Contract (CSC) No. 59952 with ePlus Technology, Inc. using The Interlocal Purchasing System, (TIPS) , Cooperative Contract No. 230105 for an amount not to exceed $100,000.00, for Cybersecurity products for the City through the Information Technology, (IT), Solutions Department. Approval of this Mayor and Council Communication, (M&C), will authorize IT Solutions to procure cybersecurity products at a lower cost, supporting the City's efforts to maintain fiscally responsible cyber protections. 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 TIPS contract to make purchases authorized by this M&C. In the event a TIPS 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 a TIPS cooperative agreement is not extended, but TIPS executes a new cooperative agreement with substantially similar terms, this M&C authorizes the City to purchase the goods and services under the new TIPS contract. If this occurs, in no event will the City continue to purchase goods and services under the new agreement for more than four (4) years without seeking Council approval. 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 Amendment No. 3 to CSC 59952, the initial term of the agreement will expire in accordance with the terms and conditions of TIPS 230105 or applicable successive cooperative agreement for the same products and services. RENEWAL OPTIONS: The agreements may be renewed in accordance with the underlying cooperative agreement, at the City's option. This action does not require specific City Council apps.cfwnet.org/council_packet/mc_review.asp? I D=33685&counciIdate=9/16/2025 1 /2 9/15/25, 11:22 AM M&C Review approval provided that the City Council has appropriated sufficient funds to satisfy the City's obligations during the renewal period. Funding will be budgeted in Other Contractual Services account within the Info Technology Systems Fund for Fiscal Year 2026. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that upon approval of the above recommendation and adoption of the Fiscal Year 2026 Budget by the City Council, funds will be available in the Fiscal Year 2026 operating budget, as appropriated, in the Info Technology Systems Fund. Prior to an 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) FROM Fund Department Account Project Program Activity Budget Reference # Amount ID ID Year (Chartfield 2) Submitted for City Manager's Office by_ Originating Department Head: Additional Information Contact: ATTACHMENTS Dianna Giordano (7783) Kevin Gunn (2015) Donlen Ruffin (2017) EPLUS FORM 1295 CERTIFICATE 2025-1298072.PDF (CFW Internal) FID Table ePlus Cyber.xlsx (CFW Internal) apps.cfwnet.org/counciI_packet/mc_review.asp? I D=33685&counciIdate=9/16/2025 2/2 FORT WORTH. City Secretary's Office Contract Routing & Transmittal Slip Contractor's Name: ePlus Technology, Inc. Subject of the Agreement: Fifth Amendment to CSC 59952 of ePlus Technology, Inc. M&C Approved by the Council? * Yes 0 No ❑ If so, the M&C must be attached to the contract. Is this an Amendment to an Existing contract? Yes 0 No ❑ 59952-A5 If so, provide the original contract number and the amendment number. Is the Contract "Permanent"? *Yes ❑ No 0 If unsure, see backpage for permanent contract listing. Is this entire contract Confidential? *Yes ❑ No 0 If only specific information is Confidential, please list what information is Confidential and the page it is located. Effective Date: If different from the approval date. Expiration Date: May 31, 2027 If applicable. Is a 1295 Form required? * Yes ❑ No ED *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 0 No ❑ Contracts need to be routed for CSO processing in the followingorder: 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.