STATEMENT OF WORK Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
STATEMENT OF WORK
Between
v,s
BPdGEIS'AND BEAUTIFUL BAY TO BFACII
City of Clearwater And Cayenta, A Division of
Municipal Services Building N. Harris Computer Corporation
100 S. Myrtle Ave. 8333 Eastlake Drive #101
Clearwater, FL 33756 Burnaby, BC V5A 4W2
Canada
For
Oracle to SQL Server Migration
Actuate to Cognos Migration
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Contents
Executive Summary &Overview.................................................................................................................4
CustomerProfile......................................................................................................................................... 5
Cityof Clearwater.......................................................................................................................................5
DeliverableSummary..................................................................................................................................6
Deliverables................................................................................................................................................8
PaymentMilestones................................................................................................................................. 28
Methodology............................................................................................................................................32
EnvironmentSetup...............................................................................................................................32
Conversion............................................................................................................................................32
Development........................................................................................................................................33
Testing..................................................................................................................................................33
GoLive..................................................................................................................................................33
ProjectSchedule.......................................................................................................................................34
Methodology&Schedule .........................................................................................................................34
ProjectEnvironments ...............................................................................................................................34
Overall Terms &Termination....................................................................................................................36
Termsand Conditions.......................................................................................................................36
Termination ......................................................................................................................................36
Appendix A: Incident Priority Definitions..................................................................................................38
Appendix B: Change Control Process........................................................................................................39
Appendix C: Recommended IBM Training ................................................................................................41
Appendix D: Reports and Letter Framework and Services Reconciliation within scope of this project. ...42
AppendixE: Portals and Stats...................................................................................................................43
Page 1 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
This Statement of Work, dated March 12, 2025 (the"SOW"), is entered into and governed by the
Professional Services Agreement between N. Harris Computer Corporation, acting through its Cayenta
Business Unit("HARRIS") and City of Clearwater ("CLIENT") dated January 31, 2025 (the "PSA"). HARRIS
and CLIENT shall perform their respective obligations in accordance with this SOW. This SOW details the
Professional Services deliverables to be provided by the Cayenta Business Unit of HARRIS, the
milestones, schedule and acceptance criteria for such deliverables, the process for changes in scope and
the respective responsibilities of HARRIS and CLIENT in connection with the Professional Services. On
counterpart execution, this SOW becomes contractually binding on HARRIS and CLIENT pursuant to the
terms and conditions of the PSA.
In the event of any inconsistency or conflict between this SOW and the PSA, the following shall apply:
i. This SOW shall govern with respect to the scope of Professional Services to be provided
by Harris; and
ii. The PSA shall govern in all other respects.
Nothing in this SOW shall be construed as a representation or warranty by Harris notwithstanding
reference to such terms.
Capitalized terms not otherwise defined herein will have the meanings given to them in the PSA. The
industry terms and acronyms referred to in this SOW have the meanings that are generally understood
and accepted in the industry.
IN WITNESS WHEREOF, a duly authorized representative of each party has executed this Statement of
Work on the Effective Date:
City of Clearwater, FL CAYENTA, a division of N. Harris
Computer Corporation
Name: Name: Signed by:
r'1
(Signature) EB5BE63DBD1'432- (Signature)
Name: Name:
Larissa Wong
(Print) (Print)
Title: Title: Senior vice President
Date: Date:
3/12/2025
Page 2 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Countersigned: CITY OF CLEARWATER, FLORIDA
L
d by: Signed byy-[3YWA��r
699228F4FB By. 605Ff.RFF4RF54AQ
Bruce Rector Jennifer Poirrier
Mayor City Manager
Approved as to form: Attest: DS
Signed by: DocuSigned by:
Owen Kohler Kohler Rosemarie Call
Assistant City Attorney City Clerk
Page 3 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Executive Summary vrvi
CLIENT has chosen to engage HARRIS to perform services to assist CLIENT with moving from Oracle
to SQL Server Migration and Actuate reporting to Cognos.These services include:
• Comprehensive project management and implementation services.
• Assistance during Go Live and transition to Cayenta Support
• Required Technical Services
• Required Licenses
Under the direction of the CLIENT Project Owner, the CLIENT Project Manager will drive and
oversee the project in coordination with the HARRIS Project Manager.
During the project, if CLIENT needs to make any changes to the configuration of the HARRIS software, the
changes need to be provided to HARRIS project team. Changes to the configuration or interfaces that are
not advised by HARRIS project team may impact this statement of work and result in a change order.
The ongoing operation for the Solution will be the responsibility of the CLIENT following the project
go-live date with the support of HARRIS. The CLIENT will transition to HARRIS Support after
completion of the Transition period as outlined in the Deliverables below.
HARRIS and CLIENT agree to schedule and begin the project within 60 days of this document being
signed by both parties.
Page 4 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Customer Profile
City of Clearwater
Products currently installed (CIS, FMS, WM,
HR/PA) CIS
Current Version (e.g. -7.7.0) 9.1.0.23
Oracle or SQL Server Database(&version) Oracle 12.2.0.1 (Oracle 12c Standard Edition
Number of CIS Accounts 303999
Number of Users 60 Concurrent(167 active)
FMS Modules NA
HR/PA Modules NA
WM Modules NA
Cayenta Managed Solutions (CMS) No
Actuate version 11 Service Pack 4 Fix 4 (Build
Actuate or Cognos (Version?, Planet Press?,TM1?) 110F140722)
Custom Cayenta Reports No
CF scripting (or In-house built scripts) No
Budget Prep No
Time Entry(TE) No
Customer Self Service (CSS) No
Employee Self Service (ESS) No
Vendor Self Service (VSS) No
Cayenta Dashboard No
Cognos Analytics for Excel (CAFE) No
Cayenta Analytics (for Utilities) No
Cayenta Link using Excel (CLUE) No
Custom Portals Yes, Utility Customer Service has made some
Custom Interfaces Collection Call Module, OWAM (via PL-SQL)
3rd party integration Yes, Invoice Cloud, Itron, FileNexus
Combined Menus already? (Y/N) NA
Combined Database already? (Y/N) NA
Billie Kirkpatrick—Clearwater Project
Manager
Internal or 3rd Party Project Manager? Dustin Keith—WCG Project Manager
Known Constraints (e.g. Must be live by, etc.) None
Complete list of WORD Templates/Forms used NA
Already using Time-Based Employee Master? NA
Already using Time-Based Deductions? NA
How far back do Yeared financial tables go? NA
UMSPROD, UMSTESTI, UMSTEST2, UMSDR,
How many environments? UMSDEV
Page 5 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Deliverable Summary
Below is a summary list of the deliverables for the project. The Deliverables section itemizes each
deliverable in detail regarding specific scope, responsibilities for HARRIS and CLIENT as well as
acceptance criteria.
Consulting Services1.01 Project Management&Administration - Month 1
1.02 Project Management&Administration - Month 2
1.03 Project Management&Administration - Month 3
1.04 Project Management&Administration - Month 4
1.05 Project Management&Administration - Month 5
1.06 Testing Support(Oracle to SQL) - First Month
1.07 Testing Support(Oracle to SQL) -Second Month
1.08 Testing Support(Oracle to SQL) -Third Month
1.09 Testing Support(Oracle to SQL) - Fourth Month
1.10 Mock Go Live
1.11 Go Live Services
1.12 Support Transition & Project Close(3 weeks)
Technical Services 2.01 Project Environment Builds
2.02 Install Cognos for MS SQL
2.03 Data Prep and Conversion 1
2.04 Data Conversion 2 (Mock Go-live)
2.05 Data Conversion 3 (Go Live)
BI Services 3.01 Creation of Bill Print BRD
3.02 Bill Print Delivered for Testing
3.03 Bill Print Integrated Testing Support
3.04 Cognos Report Name: "CW AR AGING" Delivery
3.05 Cognos Report Name: "CW AR AGING"-Acceptance
3.06 Cognos Report Name: Back flows for testing by route-Delivery
3.07 Cognos Report Name: Back flows for Testing by Route-Acceptance
3.08 Cognos Report Name: FY22/23 Reclaimed water consumption by
Project Area-Delivery
3.09 Cognos Report Name: FY22/23 Reclaimed water consumption by
Project Area-Acceptance
3.10 Cognos Report Name: Service Order Print-Delivery
3.11 Cognos Report Name: Service Order Print-Acceptance
3.12 Cognos Report Name: Route Books (routebook)-Delivery
3.13 Cognos Report Name: Route Books (routebook)-Acceptance
Page 6 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
3.14 Cognos Report Name: Account Agreement-Delivery
3.15 Cognos Report Name: Account Agreement-Acceptance
3.16 Letter Framework Model Delivery
3.17 Letter Framework Model Acceptance
3.18 Cayenta Support hours for the new reconciliation process for Daily
and Monthly using Cognos Core reports (Fixed-CAY-CW-2)
3.19 Support for the reconciliation process Post-Go-Live(T&M CAY-CW-
3)
3.20 Core Adjustments Portal Overview(Fixed CAY-CW-4)
3.21 Application Consulting Services for Actuate to Cognos (T&M)
3.22 Custom Reports, Portals and Interfaces requiring conversion.
(convert and test custom views)T&M
3.23 Training CAY-COG-102 Integrate Cognos Report into Cayenta **(3
attendees)
3.24 Training CAY-COG-202 Cayenta Cognos Administration **(3
attendees)
Page 7 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Deliverables
Below is a detailed listing of all deliverables in scope of this project. With each deliverable is specific
responsibilities to be performed by HARRIS and CLIENT respectively as part of completion of this
deliverable. Acceptance criteria for each deliverable specifies the criteria by which CLIENT will accept
the deliverable upon completion by HARRIS. Upon satisfying the acceptance criteria for the deliverable
will make the deliverable eligible to be billed as defined in the P�Vment Milestones section of this
e e 1.01
® ® ® Fixed Price
Project Management&Administration - Month 1
HARRIS will provide Project Management services including:
-Project schedule development
-Kickoff meeting facilitation
-HARRIS resource coordination
-Schedule maintenance & updates
-Weekly status meetings
-Status reporting
• Develop the project schedule
• Facilitate the kickoff meeting
• Set up weekly status calls
°® ° • Create the CayStone project
• Provide CayStone training to CLIENT
• Contribute to the project schedule
• Coordinate the kickoff meeting
®® • Attend CayStone training
• Attend weekly calls
First month of the project is complete
e e 1.02
® ® ® Fixed Price
Project Management&Administration - Month 2
Page 8 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
HARRIS will provide Project Management services including:
-HARRIS resource coordination
-Schedule maintenance & updates
® -Weekly status meetings
-Status reporting
• Facilitate &attend the weekly status calls
• Maintain the project schedule
• Deliver status reports
°® ° • Facilitate monthly ESC meeting
• Attend weekly status calls
• Attend monthly ESC meeting
Second month of the project is complete
e e 1.03
a ® ® ® Fixed Price
Project Management&Administration - Month 3
HARRIS will provide Project Management services including:
-HARRIS resource coordination
-Schedule maintenance & updates
a -Weekly status meetings
a ® -Status reporting
• Facilitate& attend the weekly status calls
• Maintain the project schedule
• Deliver status reports
°® ° • Facilitate monthly ESC meeting
• Attend weekly status calls
• Attend monthly ESC meeting
Third month of the project is complete
Page 9 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
e e 1.04
Fixed Price
Project Management&Administration - Month 4
HARRIS will provide Project Management services including:
-HARRIS resource coordination
-Schedule maintenance & updates
a -Weekly status meetings
a ® -Status reporting
i
• Facilitate& attend the weekly status calls
• Maintain the project schedule
• Deliver status reports
°® • Facilitate monthly ESC meeting
• Attend weekly status calls
• Attend monthly ESC meeting
Fourth month of the project is complete
e e 1.05
a ® ® ® Fixed Price
Project Management&Administration - Month 5
HARRIS will provide Project Management services including:
-HARRIS resource coordination
-Schedule maintenance & updates
a -Weekly status meetings
a ® -Status reporting
• Facilitate& attend the weekly status calls
• Maintain the project schedule
• Deliver status reports
°® • Facilitate monthly ESC meeting
Page 10 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
• Attend weekly status calls
• Attend monthly ESC meeting
Fifth month of the project is complete
e e 1.06
Fixed Price
Testing Support(Oracle to SQL) - First Month
HARRIS will provide testing support services to CLIENT during test execution by
a CLIENT
• Support staff with changes to processes and triaging of incidents created by
®® testers
• Execute testing per test sets as defined in CayStone
• Log incidents as issues arise with testing, ensuring that appropriate screenshots,
verbiage and reproduction steps are documented in the CayStone incidents
®® • Conduct validation testing on remediated incidents in a timely manner
First month of CLIENT testing is complete
1.07
Fixed Price
Testing Support(Oracle to SQL) -Second Month
HARRIS will provide testing support services to CLIENT during test execution by
a ® CLIENT
• Support staff with changes to processes and triaging of incidents created by
®® testers
Page 11 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
• Execute testing per test sets as defined in CayStone
• Log incidents as issues arise with testing, ensuring that appropriate screenshots,
verbiage and reproduction steps are documented in the CayStone incidents
®® • Conduct validation testing on remediated incidents in a timely manner
Second month of CLIENT testing is complete
e e 1.08
® ® ® Fixed Price
Testing Support(Oracle to SQL) -Third Month
HARRIS will provide testing support services to CLIENT during test execution by
a ® CLIENT
• Support staff with changes to processes and triaging of incidents created by
®® testers
• Execute testing per test sets as defined in CayStone
• Log incidents as issues arise with testing, ensuring that appropriate screenshots,
verbiage and reproduction steps are documented in the CayStone incidents
®® • Conduct validation testing on remediated incidents in a timely manner
Third month of CLIENT testing is complete
e e 1.09
a ® ® ® Fixed Price
Testing Support(Oracle to SQL) - Fourth Month
HARRIS will provide testing support services to CLIENT during test execution by
® CLIENT
• Support staff with changes to processes and triaging of incidents created by
®® testers
Page 12 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
• Execute testing per test sets as defined in CayStone
• Log incidents as issues arise with testing, ensuring that appropriate screenshots,
verbiage and reproduction steps are documented in the CayStone incidents
®® • Conduct validation testing on remediated incidents in a timely manner
Fourth month of CLIENT testing is complete
e e 1.10
Fixed Price
Mock Go Live
HARRIS will conduct a mock-go live prior to the go-live, ensuring the cutover
® ° checklist is sufficient to ensure a successful cutover at go-live.
• Prepare mock go-live checklist
• Review mock go-live checklist with CLIENT
• Execute HARRIS-assigned tasks per the checklist
°® ° • Make any necessary changes to checklist based on mock go-live execution
• Review mock go-live checklist and add any additional tasks for CLIENT
• Execute CLIENT-assigned tasks per the checklist
• Provide feedback on mock go-live execution for the purpose of checklist revision
Completion of mock go-live activities per the mock go-live checklist
e e 1.11
® ® ® Fixed Price
Go Live Services
HARRIS and CLIENT will execute the assigned tasks, per the go-live cutover
checklist, over the planned one(1) day go-live time frame. The go-live cutover will
a ® take place upon the completion and acceptance of the Mock Go Live deliverable.
Page 13 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
• Execute HARRIS-assigned tasks per the go-live cutover checklist
• HARRIS will be available on go-live weekend to perform HARRIS-assigned tasks
per the go-live cutover checklist.
• Execute CLIENT-assigned tasks per the go-live cutover checklist
• CLIENT will be available on go-live weekend to perform CLIENT-assigned tasks
®® per the go-live cutover checklist.
Completion of go-live activities per the go-live checklist and CLIENT can access and
a ® use the CAYPROD environment for production purposes
e e 1.12
Fixed Price
Support Transition & Project Close(3 weeks)
t HARRIS transitions CLIENT from assigned Project Team back to Cayenta Support
and formally closes the project. The period of post go-live support provided by the
Project Team will be three (3)weeks from the date of go-live.
a Acceptance of this deliverable signifies the acceptance of the project and official
a ® project close.
• Facilitate handover meeting from Project Team to Cayenta Support
• Deliver Support Transition document to CLIENT and Cayenta Support
• Remediate P1 & P2 priority incidents
• Attend handover meeting
®® • Validate&close P1 & P2 priority incidents
HARRIS provides Support Transition document
All P1 and P2 issues of type"BUG' including data security issues logged prior to go
and during the post go-live period are remediated and provided to CLIENT for
° validation
e e 2.01
Fixed Price
Page 14 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Project Environment Builds
HARRIS will prepare the environments needed specifically for the Oracle to SQL
Server migration including:
• Oracle Conversion Staging
• SQL Conversion Staging
• SQL Production
a ® • SQL Test
• SQL Dev
The purpose for these environments is documented in the Project Environments
section of this document.
• Install the Cayenta software for environments noted in the Deliverable
Description
• Conduct an environment audit for environments to be used by CLIENT for testing
®® or production purposes (i.e. non-staging environments), including technical and
W functional validation of the environment
• Provide required hardware& infrastructure necessary to host the environments
as well as any other required infrastructure items
®® • Provide access to the infrastructure to HARRIS Technical Resources
The following environments have been built
• Oracle Conversion Staging
• SQL Conversion Staging
® • SQL Production
• SQL Test
• SQL Dev
e Fixed Price
Install Cognos for MS SQL
a HARRIS will install one Cognos 11 environment
• Perform a new installation of the Cognos 11 environment
• Configure Test and Production Cayenta application to use the new Cognos 11
®® environment
Page 15 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
• Provide the required server infrastructure for HARRIS to perform the install
b • Ensure HARRIS technical personnel have proper access to server infrastructure to
®® perform the installation
CLIENT project team are provided access to the Cognos 11 environment
e e 2.03
Fixed Price
Data Prep and Conversion 1
HARRIS will develop the conversion scripts required to migrate the CLIENT data
from Oracle to the new SQL Server environment. HARRIS will also migrate the
custom database objects (views, functions, stored procedures) as indicated in this
a document. HARRIS will deliver the first completed conversion to set the stage for
a ® the testing phase of the project.
• Develop&test conversion scripts
• Migrate custom objects (views,functions, stored procedures)
• Convert required CIS data
I, I • Execute and deliver Conversion 1 for CLIENT testing
°® ° • Produce audit reports & record counts
• Remediate conversion issues as required
• Provide input& clarification as required related to conversion & data mapping
• Participate in workshops/meetings as required
• Test& confirm data has been converted successfully/log detailed incidents for
any issues
• Provide a copy of the production Oracle database to be used for the conversion
• Ensure critical processes are done before copy of Oracle (ex. Month end)
• Remediate source data issues
Conversion 1 is delivered with balanced audit reports and CLIENT signs off on
submitted audit reports.
e e 2.04
e Fixed Price
Page 16 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Data Conversion 2 (Mock Go-live)
- - HARRIS to perform the second data conversion from Oracle to SQL Server.
• Develop&test conversion scripts
• Migrate custom objects (views,functions, stored procedures)
• Convert required CIS data
• Execute and deliver Conversion 2 for CLIENT testing
® ° • Produce audit reports & record counts
• Remediate conversion issues as required
• Test& confirm data has been converted successfully/log detailed incidents for
any issues
• Provide a copy of the production Oracle database to be used for the conversion
• Ensure critical processes are done before copy of Oracle (ex. Month end)
® ° • Remediate source data issues
Conversion 2 is delivered with balanced audit reports and CLIENT signs off on
a " submitted audit reports.
e e 2.05
Fixed Price
Data Conversion 3 (Go Live)
- - HARRIS to perform the third data conversion from Oracle to SQL Server.
• Develop&test conversion scripts
• Migrate custom objects (views,functions, stored procedures)
• Convert required CIS data
• Execute and deliver Conversion 3 for CLIENT testing
°® ° • Produce audit reports & record counts
• Remediate conversion issues as required
• Test& confirm data has been converted successfully/log detailed incidents for
any issues
• Provide a copy of the production Oracle database to be used for the conversion
• Ensure critical processes are done before copy of Oracle(ex. Month end)
® ° • Remediate source data issues
Page 17 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Conversion 3 is delivered with balanced audit reports and CLIENT signs off on
® submitted audit reports.
e e 3.01
Fixed Price
Creation of Bill Print BRD
HARRIS will lead bill print design workshops and produce the BRD.
Conduct bill print workshop and to create the BRD
Attend the workshop and provide information to complete the BRD. Create bill CIA
®® test scripts in test environment
Bill Print BRD sign off
e e 3.02
e Fixed Price
Bill Print Delivered for Testing
HARRIS will develop the new bill print based on the approved BRD and deliver to
e the CLIENT for testing.
• Develop the Bill Print
• QA test the Bill Print
°® ° • Provide a walkthrough of the new bill print with CLIENT
• Provide input/clarifications as required
• Attend walkthrough of new Bill Print
®® • Test the new bill print
• Execute the QA scripts
Bill Print is delivered to the CLIENT for testing
e e 3.03
Page 18 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
I` Fixed Price
Bill Print Integrated Testing Support
Cayenta will provide bill print integrated testing support and perform adjustments
a ® identified through incidents as they conform to the bill print requirements
a ® specified in the bill print BRD.
• Provide testing support services
®® • Resolution of defects found during testing
• Testing of Bill Print
• Logging of any noted defects in the CayStone system, providing as much detail as
®® possible to assist with incident resolution
Bill Print testing complete and P1 and P2 incidents related to the Bill Print are
resolved
e e 3.04
e Fixed Price
Cognos Report Name: "CW AR AGING" Delivery(Appendix D)
HARRIS will develop Cognos Report Name: "CW AR AGING" -Testing.
• Migrate from "CW AR AGING"from Actuate to Cognos
• QA testing of report
• Provide walkthrough as required for reports
• Provide report solution documentation
•Provide input/clarifications as required
•Create integrated test scripts
®® •Attend walkthrough sessions as required
"CW AR AGING" report delivered to CLIENT for testing.
e e 3.05
Fixed Price
Cognos Report Name: "CW AR AGING"-Acceptance
Page 19 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
HARRIS will develop Cognos Report Name: "CW AR AGING" -Delivery
• Cayenta will support and work incidents
•Test"CW AR AGING" Report
• Logging of any noted defects in the CayStone system, providing as much detail as
®® possible to assist with incident resolution
"CW AR AGING" report testing complete and P1 and P2 created within 30 days of
a ® delivery and incidents are with client for validation.
e e 3.06
e Fixed Price
Cognos Report Name: Back flows for testing by route-Delivery(Appendix D)
e HARRIS will develop Cognos Report Name: Backflows for Testing by Route-Testing
• Migrate from Back Flows for Testing by Route report from Actuate to Cognos
• QA testing of report
• Provide walkthrough as required for reports
®® • Provide report solution documentation
•Provide input/clarifications as required
•Create integrated test scripts
®® •Attend walkthrough sessions as required
Back Flows for Testing by Route report delivered to CLIENT for testing.
e e 3.07
Fixed Price
Cognos Report Name: Back flows for Testing by Route-Acceptance
e HARRIS will develop Cognos Report Name: Back flows for Testing by Route-Delivery
• Cayenta will support and work incidents
Page 20 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
•Test Back flows for Testing by Route Report
V • Logging of any noted defects in the CayStone system, providing as much detail as
®® possible to assist with incident resolution
Back Flows for Testing by Route report testing complete and P1 and P2 created
a ® within 30 days of delivery and incidents are with client for validation.
e - a 3.08
Fixed Price
Cognos Report Name: FY22/23 Reclaimed water consumption by Project Area-
Delivery (Appendix D)
e HARRIS will develop Cognos Report Name: FY22/23 Reclaimed water consumption
e by Project Area-Testing.
• Migrate from FY22/23 Reclaimed water consumption by Project Area report from
Actuate to Cognos
• QA testing of report
®® • Provide walkthrough as required for reports
• Provide report solution documentation
•Provide input/clarifications as required
•Create integrated test scripts
®® •Attend walkthrough sessions as required
FY22/23 Reclaimed water consumption by Project Area report delivered to CLIENT
for testing.
e e 3.09
e Fixed Price
Cognos Report Name: FY22/23 Reclaimed water consumption by Project Area-
e - . ® -
Acceptance
e HARRIS will develop Cognos Report Name: FY22/23 Reclaimed water consumption
e by Project Area - Delivery
• Cayenta will support and work incidents
•Test FY22/23 Reclaimed water consumption by Project Area Report
• Logging of any noted defects in the CayStone system, providing as much detail as
possible to assist with incident resolution
Page 21 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
FY22/23 Reclaimed water consumption by Project Area report testing complete
® ) and P1 and P2 created within 30 days of delivery and incidents are with client for
° validation.
e e 3.10
Fixed Price
Cognos Report Name: Service Order Print-Delivery(Appendix D)
e HARRIS will develop Cognos Report Name: Service Order Print-Testing
• Migrate from Service Order Print report from Actuate to Cognos
• QA testing of report
• Provide walkthrough as required for reports
®® • Provide report solution documentation
•Provide input/clarifications as required
•Create integrated test scripts
®® •Attend walkthrough sessions as required
Service Order Print report delivered to CLIENT for testing.
e e 3.11
Fixed Price
Cognos Report Name: Service Order Print-Acceptance
e HARRIS will develop Cognos Report Name: Service Order Print-Delivery
• Cayenta will support and work incidents
•Test Service Order Print Report
• Logging of any noted defects in the CayStone system, providing as much detail as
®® possible to assist with incident resolution
Service Order Print report testing complete and P1 and P2 created within 30 days
a ® of delivery and incidents are with client for validation.
e e 3.12
e Fixed Price
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Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Cognos Report Name: Route Books (routebook)-Delivery (Appendix D)
e HARRIS will develop Cognos Report Name: Route Books (routebook)-Testing
• Migrate from Route Books (routebook) report from Actuate to Cognos
• QA testing of report
• Provide walkthrough as required for reports
®® • Provide report solution documentation
•Provide input/clarifications as required
•Create integrated test scripts
•Attend walkthrough sessions as required
Route Books (routebook) report delivered to CLIENT for testing.
e e 3.13
Fixed Price
Cognos Report Name: Route Books (routebook)-Acceptance
® HARRIS will develop Cognos Report Name: Route Books (routebook)-Delivery
• Cayenta will support and work incidents
•Test Route Books (routebook) Report
• Logging of any noted defects in the CayStone system, providing as much detail as
®® possible to assist with incident resolution
Route Books (routebook) report testing complete and P1 and P2 created within 30
a ® days of delivery and incidents are with client for validation.
e e 3.14
e Fixed Price
Cognos Report Name: Account Agreement-Delivery(Appendix D)
- - HARRIS will develop Cognos Report Name: Account Agreement-Testing.
• Migrate from Account Agreement report from Actuate to Cognos
• C1A testing of report
®® • Provide walkthrough as required for reports
• Provide report solution documentation
Page 23 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
•Provide input/clarifications as required
•Create integrated test scripts
®® •Attend walkthrough sessions as required
Account Agreement report delivered to CLIENT for testing.
e e 3.15
® ® ® Fixed Price
Cognos Report Name: Account Agreement-Acceptance
HARRIS will develop Cognos Report Name: Account Agreement- Delivery.
• Cayenta will support and work incidents
•Test Account Agreement Report
• Logging of any noted defects in the CayStone system, providing as much detail as
possible to assist with incident resolution
Account Agreement report testing complete and P1 and P2 created within 30 days
® ° of delivery and incidents are with client for validation.
e e 3.16
e Fixed Price
Letter Framework Model Delivery
HARRIS will develop Letter Framework Model
• Build Framework Model in Cognos
• QA testing of Letter Framework Model
• Provide walkthrough as required for Letter Framework Model
•Provide input/clarifications as required
•Attend walkthrough sessions as required
•Test Framework Model
°® ° •Create integrated test scripts
Letter Framework Model delivered to CLIENT for testing
e e 3.17
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Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
e Fixed Price
Letter Framework Model Acceptance
a ® HARRIS will provide testing support services to CLIENT for the purposes of testing
® of Letter Framework Model
• Provide testing support services
• Resolution of defects found during testing
• Logging of any noted defects in the CayStone system, providing as much detail as
®® possible to assist with incident resolution
Letter Framework Model testing is complete and P1 and P2 Incidents are resolved.
e Fixed Price
Cayenta Support hours for the new reconciliation process for Daily and Monthly
® using Cognos Core reports (Fixed-CAY-CW-2) (Appendix D)
a ® HARRIS will provide 3 * 2 hours training sessions on Daily and Monthly
e reconciliation
•Provide HARRIS resource with access to CLIENT's environment prior to training to
create customized training materials
®® •Attend Training Session
•Provide HARRIS resource with access to CLIENT's environment prior to training to
create customized training materials
®® •Attend Training Session
e Training session has been provided by Cayenta
e e 3.19
e T&M
Support for the reconciliation process Post-Go-Live(T&M CAY-CW-3) (Appendix D)
HARRIS will support the resolution of reconciliation issues identified by the CLIENT
a ® using the Cayenta reconciliation process
• Support for the reconciliation process Post-Go-Live
Page 25 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
I'd •Conduct reconciliation on a daily and monthly basis
` •Identify reconciliation issues that they require support on
e End of 3 week post go live period or use of all 40 hours T&M,whichever occurs
first
e e 3.20
e Fixed Price
e Core Adjustments Portal Overview(Fixed CAY-CW-4) (Appendix D)
Core Adjustments Portal: CW is a water utility that can benefit using Core
Adjustments Portal that allows leak adjustments and other types of adjustments in
the system. An overview on this would be helpful for the team to decide if they
a w " want to use it going forward and any custom configuration that may result from
" the overview CAY-CW-4
Install Core Adjustment Portal
Configure Core Adjustment Process
°® Train Staff on how to manage Approval Securities
Attend Training Session
Test Core Process
°® Train Staff on new Business Processes
Training session has been provided by Cayenta
e e 3.21
T&M
Application Consulting Services for Actuate to Cognos (T&M)
T&M hours to be used for Application Consulting Test Assistance for the Actuate to
Cognos Migration.
a " Should the need for more hours arise, it will be addressed via the Change Control
process.
• Perform services as requested
• Perform services as requested-testing and validating in a timely matter.
CLIENT will be invoiced monthly for hours expended. Hours invoiced will not
a " exceed allocated hours without written approval from CLIENT
e e 3.22
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Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Custom Reports, Portals and Interfaces requiring conversion. (convert and test
® custom views)T&M (Appendix E)
T&M hours to be used for updating of custom reports, portal stats and interfaces,
as needed for the Oracle to SQL Server Migration.
® Should the need for more hours arise, it will be addressed via the Change Control
process.
• Perform services as requested
• Perform services as requested-testing and validating in a timely matter.
CLIENT will be invoiced monthly for hours expended. Hours invoiced will not
a ® exceed allocated hours without written approval from CLIENT
Fixed Price
Training CAY-COG-102 Integrate Cognos Report into Cayenta **(3 attendees)
® HARRIS will provide CLIENT"CAY-COG-102 Cognos report into Cayenta" training
• Perform services as requested
• Perform services as requested-testing and validating in a timely matter.
Training session is delivered by HARRIS
e e 3.24
Fixed Price
Training CAY-COG-202 Cayenta Cognos Administration **(3 attendees)
HARRIS will provide CLIENT"CAY-COG-202 Cayenta Cognos Administration
• Provide training session for up to two (2) individuals
• Facilitate the booking of training facilities and equipment
• Select individuals to receive the training
®® • Attend training
Page 27 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
• SeIm • Facilitate the booking of training facilities and equipment
lect individuals to receive the training
• Attend training
Payment Milestones
Below is a list of the payment milestones for this project. CLIENT agrees to pay the milestones upon
completion of the mapped deliverables according to the defined acceptance criteria in this document
for each deliverable.
® r • as
r aIsr r
Project Management&
Project Management& Administration - Month
MP01 Administration - Month 1 $14,805.00 1.01 1
Project Management&
Project Management& Administration - Month
MP02 Administration - Month 2 $14,570.00 1.02 2
Project Management&
Project Management& Administration - Month
MP03 Administration - Month 3 $14,570.00 1.03 3
Project Management&
Project Management& Administration - Month
MP04 Administration - Month 4 $14,570.00 1.04 4
Project Management&
Project Management& Administration - Month
MP05 Administration - Month 5 $14,805.00 1.05 5
Testing Support(Oracle to Testing Support(Oracle
MP06 SQL) - First Month $9,400.00 1.06 to SQL) - First Month
Testing Support(Oracle to Testing Support(Oracle
MP07 SQL) -Second Month $9,400.00 1.07 to SQL) -Second Month
Testing Support(Oracle to Testing Support(Oracle
MP08 SQL) -Third Month $9,400.00 1.08 to SQL) -Third Month
Testing Support (Oracle to Testing Support(Oracle
MP09 SQL) - Fourth Month $9,400.00 1.09 to SQL) - Fourth Month
MP10 Mock Go Live $11,280.00 1.10 Mock Go Live
MP11 Go Live Services $25,380.00 1.11 Go Live Services
Support Transition & Project Support Transition &
MP12 Close (3 weeks) $11,985.00 1.12 Project Close(3 weeks)
Project Environment
MP13 Project Environment Builds $18,800.00 2.01 Builds
Install Cognos for MS
MP14 Install Cognos for MS SQL $4,700.00 2.02 SQL
Page 28 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Data Prep and
MP15 Data Prep and Conversion 1 $48,410.00 2.03 Conversion 1
Data Conversion 2 (Mock Go- Data Conversion 2
MP16 live) $19,740.00 2.04 (Mock Go-live)
Data Conversion 3 (Go
MP17 Data Conversion 3 (Go Live) $12,690.00 2.05 Live)
Creation of Bill Print
MP18 I Creation of Bill Print BIRD $9,400.00 3.01 BIRD
Bill Print Delivered for
MP19 Bill Print Delivered for Testing $39,950.00 3.02 Testing
Bill Print Integrated Testing Bill Print Integrated
MP20 Support $23,500.00 3.03 Testing Support
Cognos Report Name:
Cognos Report Name: "CW AR "CW AR AGING"
MP21 AGING" Delivery $2,820.00 3.04 Delivery
Cognos Report Name:
Cognos Report Name: "CW AR "CW AR AGING"-
MP22 AGING"-Acceptance $2,820.00 3.05 Acceptance
Cognos Report Name: Back Cognos Report Name:
flows for testing by route- Back flows for testing by
MP23 Delivery $4,700.00 3.06 route-Delivery
Cognos Report Name: Back Cognos Report Name:
flows for Testing by Route- Back flows for Testing
MP24 Acceptance $4,700.00 3.07 by Route-Acceptance
Cognos Report Name:
Cognos Report Name: FY22/23 FY22/23 Reclaimed
Reclaimed water consumption water consumption by
MP25 by Project Area-Delivery $6,580.00 3.08 Project Area-Delivery
Cognos Report Name:
FY22/23 Reclaimed
Cognos Report Name: FY22/23 water consumption by
Reclaimed water consumption Project Area-
MP26 by Project Area-Acceptance $6,580.00 3.09 Acceptance
Cognos Report Name:
Cognos Report Name: Service Service Order Print-
MP27 Order Print-Delivery $4,230.00 3.10 Delivery
Cognos Report Name:
Cognos Report Name: Service Service Order Print-
MP28 Order Print-Acceptance $4,230.00 3.11 Acceptance
Cognos Report Name:
Cognos Report Name: Route Route Books
MP29 Books (routebook)-Delivery $6,580.00 3.12 (routebook)-Delivery
Cognos Report Name: Route Cognos Report Name:
Books (routebook)- Route Books
MP30 Acceptance $6,580.00 3.13 (routebook)-Acceptance
Page 29 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Cognos Report Name:
Cognos Report Name: Account Account Agreement-
MP31 Agreement-Delivery $4,230.00 3.14 Delivery
Cognos Report Name:
Cognos Report Name: Account Account Agreement-
MP32 Agreement-Acceptance $4,230.00 3.15 Acceptance
Letter Framework Model Letter Framework
MP33 Delivery $5,170.00 3.16 Model Delivery
Letter Framework Model Letter Framework
MP34 Acceptance $3,290.00 3.17 Model Acceptance
Cayenta Support hours
for the new
Cayenta Support hours for the reconciliation process
new reconciliation process for for Daily and Monthly
Daily and Monthly using using Cognos Core
Cognos Core reports (Fixed- reports (Fixed-CAY-CW-
MP35 CAY-CW-2) $2,820.00 3.18 2)
Core Adjustments Portal
Core Adjustments Portal Overview(Fixed CAY-
MP36 Overview(Fixed CAY-CW-4) $4,700.00 3.20 CW-4)
Training CAY-COG-102
Training CAY-COG-102 Integrate Cognos Report
Integrate Cognos Report into into Cayenta **(3
MP37 Cayenta **(3 attendees) $3,444.00 3.23 attendees)
Training CAY-COG-202 Training CAY-COG-202
Cayenta Cognos Cayenta Cognos
Administration **(3 Administration **(3
MP38 attendees) $3,444.00 3.24 attendees)
Services Fixed $417,903.00
Support for the
Support for the reconciliation reconciliation process
process Post-Go-Live(T&M Post-Go-Live(T&M CAY-
T&M CAY-CW-3) $9,400.00 3.19 CW-3)
Application Consulting Application Consulting
Services for Actuate to Cognos Services for Actuate to
T&M (T&M) $9,400.00 3.21 Cognos (T&M)
Custom Reports, Portals
Custom Reports, Portals and and Interfaces requiring
Interfaces requiring conversion. (convert
conversion. (convert and test and test custom views)
T&M custom views)T&M $9,400.00 3.22 T&M
Services T&M $28,200.00
Services Total $446,103.00
Page 30 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
INI
® r
r • a A r r • as -
Due upon contract
LIC-01 1 Analytics Explorer License* $1,500.00 N/A signing
Due upon contract
LIC-02 1 Web Administrator License* $10,000.00 N/A signing
License Total $11,500.00
*Maintenance due upon installation and annually thereafter as per the Support and Maintenance
Agreement dated November 1, 2020.
r • a
A
1 Analytics Explorer License $375.00
1 Web Administrator License $2,500.00
Total $2,875.00
Page 31 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Methodology
Cayenta follows a practiced and proven methodology for delivering projects to our customers. Below is
an overview of our project phases and overall methodology.
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Environment Setup
HARRIS will create the environments required for the project, as defined in this document in the Pro�oct
Environments section.This requires CLIENT to ensure that any server infrastructure required by HARRIS
is provisioned and accessible by the HARRIS team.
Upon completion of the first Oracle to SQL conversion, HARRIS will install the Analytics & Framework
models to support Cognos report migration.
Conversion
HARRIS will be migrating CLIENT from Oracle to the SQL Server platform.This stream of work begins
once the project environments have been set up and starts with the design of the ETL
(Extract/Transform/Load) processes, including a review of both standard and custom database objects
to ensure all required data is migrated successfully. HARRIS will begin the conversion phase by
configuring the purge feature in the application and ensuring the proper data is purged prior to the
execution of the first conversion.
The first conversion is delivered after completion of the ETL process build and will be used for both
validation of the ETL process itself as well as initial testing of the solution.The second conversion will
utilize the same ETL process, utilizing any fixes or changes put into place resulting from testing of the
first conversion.The second and third conversions will be utilized for testing purposes as well and will
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Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
allow the HARRIS and CLIENT teams to further validate the ETL process to ensure that the third and final
conversion for go-live is executed without issue.
Development
As part of this project, CLIENT is migrating from Actuate to Cognos. CLIENT has identified specific reports
that HARRIS will convert from Actuate to Cognos. Specifics on the items to be included in the
Development phase are itemized in the Deliverables section of this document.
CLIENT has the responsibility of converting any views, interfaces, portals, reports not identified in the
Table of Deliverables in parallel with this project and within the project timelines (i.e., Go-live on the
new platform). It is recommended that the CLIENT project manager add tasks for these out-of-scope
items into a project schedule that they can manage internally.
Testing
Application testing will be the most critical phase of this project and allows CLIENT to ensure a level of
comfort with the delivered solution prior to going live. HARRIS will provide testing support
commensurate with the services outlined in the Deliverables section of this document.
CLIENT will test the application and configured solution delivered by HARRIS. CLIENT agrees to use the
CayStone testing platform, provided by HARRIS to plan test cases/test sets, track all testing progress via
updating of executed test cases/test sets and log incidents for all defects found. CayStone is HARRIS'
web-based testing and incident management tool used to manage a project's requirements,
configuration,tests, and incidents in one environment, with complete traceability from inception to
completion. CayStone forms the hub of the project's tracking and communications and will be utilized by
all project team members. HARRIS will provide training on this important software tool.
Should CLIENT decide to forego the use of CayStone for these purposes (i.e., using alternate means to
plan and track testing and incidents), HARRIS may initiate the change control process (per the Change
Control section of this document) to determine impacts to the project, monetary and otherwise.
HARRIS agrees to provide testing support services on a monthly basis as outlined in the deliverables of
this document. Should there be a need to extend testing support services from HARRIS beyond what is
currently scoped in this document, additional months of testing support may be added to the project at
a cost determined through the Change Control process.
Go Live
HARRIS and CLIENT will work collaboratively to prepare a go-live cutover checklist, drawing on templates
that HARRIS will provide. It will be a shared responsibility between HARRIS and CLIENT to ensure that all
tasks are documented and assigned appropriately. A mock go-live will be conducted before the planned
go-live to ensure that the cutover checklist is fully comprehensive with respect to the go-live tasks.
HARRIS and CLIENT will schedule the go-live to take place over a weekend or a mutually agreeable
timeframe.
Page 33 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Project Schedule
HARRIS has estimated this project to require a 28-week schedule to complete. High level phases and
tasks are shown below. As part of the planning for this project, both the HARRIS and CLIENT project
managers will baseline the project schedule, utilizing the Change Control process to account for any
schedule deviations.
Methodology Schedule
Cayenta follows a practiced and proven methodology for delivering projects to our customers. Below is
an overview of our project phases. As part of the planning for this project, both the HARRIS and CLIENT
project managers will collaborate on a project schedule.
MEMO= NMI=
k•
Project Environments
Below is a high-level depiction of the environments that the project will utilize.
® r a o a ® o
Production Oracle Copied at the time of conversion. Minimum Cayenta
Application Version must be 7.9.0.57 or the latest
update of 7.9.0 at project start.
CAYPRODS SQL Server Primary environment for the project during testing as
well as the production environment upon go-live
CAYTESTS SQL Server Test environment on the new platform after go-live
Page 34 of 44
Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
® r a o a ® o
CAYCONVS SQL Server Staging database to be used for migrating from
Oracle (SQL Server platform)
CAYCONVO Oracle Staging database to be used for migrating from
Oracle (Oracle platform)
Server Specifications
® madabbbdMa
Database Server CPU: 2 Multi-Core CPU's
RAM: 32 GB
OS Disk: 100 GB
Data Disk: 1 TB
10 GB Network Adapter
Application Server CPU:4 Multi-Core CPU's
RAM: 16 GB
OS Disk: 100 GB
Data Disk: 500 GB
10 GB Network Adapter
Report Server (Cognos & Planet Press) CPU:4 Multi-Core CPU's
RAM: 32 GB
OS Disk: 100 GB
Data Disk: 250 GB
1 GB Network Adapter
System performance for the migration is not guaranteed given the changes in underlying infrastructure
to support the application as well as HARRIS not having ownership or control of underlying
infrastructure(hardware, network, etc.).
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Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Overall Ter Termination
Terms and Conditions
1. All license fees are due upon signature, and related support and maintenance fees shall
be billed upon installation, unless otherwise noted in this document.
2. Pricing is fixed for scope as defined by this document unless it is noted as
Time and Material in the Deliverables and excludes any applicable taxes.
3. Additional services deemed out of scope (per this document) will be billed at $235 per
hour and will require documentation from HARRIS and the CLIENT and compliance with the
Change Control process and Term 10, below.
4. CLIENT will provide direct connection to the Server on which the SQL database resides
throughout the course of the project.
5. CLIENT will provide any necessary infrastructure for the project.
6. Both HARRIS and CLIENT will ensure members are available on dates agreed to and
scheduled.
7. Change Orders will be created for any tasks that are requested outside the
scope of the project and will follow the change control process.
8. Cayenta reserves the right to alter/enhance APIs (as well as decommission, and in
some cases replace APIs). Work to update Custom Portals is not covered by Standard
Support and if needed is billable and may require a Change Order (if the time is not
already built into the project plan). Additionally, any 3rd party costs to update
interfaces which call Cayenta APIs are the responsibility of CLIENT.
9. Data refreshes not in scope after the start of the project will be an additional cost
and will be managed via the change control process.
10. Excludes any development of reports, portals or interfaces that were built by CLIENT.
11. All project work is planned as remote.
12. Hardware costs are priced/managed directly by CLIENT
13. HARRIS reserves the right to pause work upon notification to CLIENT if HARRIS invoices
become aged greater than 60 days.
14. In the event CLIENT terminates this Agreement, CLIENT shall be invoiced for work
done to date of notification and CLIENT will pay all outstanding Fees and other
amounts owing to Harris under this Agreement.
Termination
Unless HARRIS and/or CLIENT exercises its right to terminate this Statement of Work due to material
breach or default, HARRIS must provide, and the CLIENT must purchase, Services from HARRIS for the
items defined within this Statement of Work.
If CLIENT and/or HARRIS exercises its right to terminate this Statement of Work due to material breach
or default, or CLIENT and/or HARRIS terminate this Statement of Work without cause,
The CLIENT obligations include the following:
1. Complete payment for services performed and expenses incurred prior to termination including:
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City of Clearwater Statement of Work
2. Any amount previously invoiced but unpaid.
3. Fees for services performed through termination date which have not been invoiced; and
4. Any approved Travel and Living costs incurred.
If HARRIS terminates this Statement of Work without cause, then it shall:
1. Provide notice of 10 calendar days for termination without cause.
2. Refund to the CLIENT all payments that have been paid under this Statement of Work through
the termination date.
Under no circumstances shall HARRIS be liable for any special, indirect, consequential, punitive, or
incidental damages of any kind, including but not limited to loss of revenue, loss of profits, loss of
business opportunity, loss of data arising out of or in connection with this scope statement, even if
HARRIS has been advised of the possibility of such damages. In any event. HARRIS shall not be liable to
pay any amount, in the aggregate,that is greater than the fees received by HARRIS under this Statement
of Work.
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Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
/appendix o Incident Priority Definitions
HARRIS and CLIENT agree to use the following priority definitions when prioritizing incidents
logged during the project.
Priority 1—Critical
• System Down (Software Application, Hardware, Operating System, Database)
• Application errors without workarounds that prevent testers from testing
• Incorrect calculation errors impacting a majority of data
• Aborted postings or error messages preventing data integration and update
• Performance issues of severe nature impacting critical processes
• Performance issues impacting critical processes
• Critical incidents assigned back to CLIENT need to be validated within a business day.
• Data Security issues
Note:the existence of a reasonable work-around precludes a Priority 1 or Priority 2 issue
in mostcases.
Priority 2- High
• Application errors that have workarounds impacting business, but the workaround
is either complex or time consuming and significantly affect productivity after go-
live.
• Calculation errors impacting a minority of records
• Report generation failures impacting critical processes
• Report calculation issues
• Printer related issues (related to interfaces with our software and not the printer itself)
• High Priority incidents assigned back to CLIENT need to be validated within 2-3 business days.
Priority 3—Medium
• Application errors/issues that have workarounds impacting business, but the
workaround iseither complex or time consuming
• Report formatting issues
• Issues with workarounds for large majority of accounts
• Some recommendations for enhancements on application changes
• Performance issues not impacting critical processes
• Usability issues
• Medium Priority incidents assigned back to CLIENT need to be validated within 5 business
days.
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Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
/appendix o Change Control Process
The"Change Control Process"governs changes to the Project parameters (scope, schedule, budget,
quality, risk) during the life of the Project. Change Orders can be requested by HARRIS or CLIENT;
however, all Change Orders must be approved in writing by both HARRIS and CLIENT before any changes
are formally accepted into the project.
No Change Order shall become effective unless mutually agreed to in writing by both parties. No work,
other than estimating, will be performed on a Change Order by HARRIS until sign off has been obtained
by the parties.There will not be fees charged by HARRIS to provide estimates for Change Orders.
To effectively control changes to the project, HARRIS uses an industry standard Change Control process
to assess all impacts of a potential project change.The Change Control process isdescribed below:
Change Request Submission
CLIENT and/or HARRIS identify a need for a change to the project and submit a request. It is expected
that the party raising the request will provide as much relevant information as possible at the time of
raising the request to support proper impact assessment activities.
Such a request must be in writing and identify the business and other reasons for the requested change
and the impact it would have if the change were agreed upon,which may include Budget, Deliverables,
Milestone Payments, Schedule, Risks, and Resources.
Change Request Assessment
HARRIS and CLIENT Project Managers will assess the potential change and the impact on budget,
schedule, quality, resources, and risks. Where applicable, options will be defined and documented.
Change Order(document)
The HARRIS Project Manager will prepare a formal Change Order document and submit it to CLIENT for
review.The Change Order document will contain at a minimum:
• Business reason/justification for the change
• Detailed description of the change
• Impact assessment of the change
• Any payment milestone revisions impacted by the change (projected billing dates and invoice
amounts)
• Project impacts of not approving the change
Any Deliverables that have already been completed and accepted by the CLIENT that are subsequently
altered because of a Change Order must be appropriately revised, pursuant to the Change Order, with
the change number and date noted. An updated version of such a Deliverable will then be signed and
stored with the project documentation.
CLIENT and HARRIS will review the Change Order for approval or rejection.
Change Order Review Period
After any request for a Change Order is made, the parties will have five(5) business days, or any
additional, mutually agreed upon period,to consider the request(the "Change Order Review Period").
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Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
The Change Order Review Period will commence the day the Change Order request is received in writing
by the party being asked for the Change Order. During the Change Order Review Period, HARRIS will
provide the CLIENT with all information material to the requested Change Order, regardless of which
party initiated the Change Order, including but not limited to any additional fees thatwould be incurred,
the impacts on the relevant Deliverables, and any alteration of the MS Project Schedule that would
result if the Change Order were agreed to. HARRIS will also, during the Change Order Review Period,
provide a time and materials or a Fixed Price cost based on the CLIENT's desired pricing model.
During the Change Order Review Period, the CLIENT will provide HARRIS with any information
reasonably requested by HARRIS to evaluate any Change Order requested by CLIENT.
Change Order Approval
If both the CLIENT and HARRIS agree to the change, all relevant terms shall be documented in the
Change Order. Any charges not already specified in the Statement of Work, or which are different than
those in this Statement of Work will be noted in the Change Order. Any additional services performedby
HARRIS because of a Change Order will require the payment to HARRIS of additional fees as agreed.
Upon approval, CLIENT and HARRIS will sign the Change Order document and have the executed copy
stored in the project document repository.
Change Order Rejection
If agreement on a requested Change Order does not occur by the end of the Change Order Review
Period,the change order is considered rejected.At this point, either party may initiate the conflict
resolution process set forth in this Statement of Work regarding the requested Change Order, unless the
change solely regards a Deliverable that was completed and accepted before the request for the Change
Order was made.
Change Request/Change Order Log
HARRIS will maintain an ongoing log of all Change Orders during the life of the project.This will be
accessible to CLIENT.
Conflict Resolution Process
HARRIS recommends three levels for conflict escalation:
1. Project Managers to
2. Sponsors/Director to
3. Executive(VP, EVP, GM).
One representative from HARRIS and representatives from CLIENT are designated at each level. All
issues must be in written form—providing details, impacts and alternative resolutions. If the parties are
unable to resolve a dispute through this informal process,then they will follow the formal Dispute
Resolution process that is set forth in the Software Implementation Services Agreement.
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Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Appendix C: Recommended IBM Training
'IBM Cognos 'Report Development' training can be obtained from a third-party provider.
'Newcomp' is a recommended trainer and can be introduced.
1. B6058G (IBM Cognos Analytics: Author Reports Fundamentals)
2. B6059G (IBM Cognos Analytics: Author Reports Advanced)
3. Optional: B6061G (IBM Cognos Analytics: Author Reports with Multidimensional Data)
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000usignEnvelope ID:nEo4c000-2n14-4o4ao4nn1aE70001oF1A
City of Clearwater Statement ofWork
Appendix U: Reports and Letter Framework and Services
Reconciliation within scope [}fthis project.
The following reports will beconsidered inscope ofthe project for HARRIS to re-develop using the
Cognos platform. Further details on the scope, HARRIS and CLIENT responsibilities and acceptance
criteria can befound inthe Deliverables section ofthis document. The report discovery notes are
located and can be referenced during the project in the Harris external SharePoint Sight for the City of
Clearwater.
CW AR Aging Modify core report
Backflows for Testing by Route Develop custom Cognos report
FY22/23 Reclaimed Water Consumption Develop custom Cognos report
by Project Area
Service Order Print Develop custom Cognos report
Route Books (routebook) Develop custom Cognos report
Account Agreement Develop custom Cognos report
Cayenta Support hours for the new Training on Reconciliation Process and supporting existing
reconciliation process for Daily and Cayenta docs documentation along with cheat sheets
Monthly using Cognos Core reports
Support for the reconciliation process Support for the reconciliation process Post-Go-Live
Core Adjustments Portal: CW is a water utility that can
benefit using Core Adjustments Portal that allows leak
adjustments and other types of adjustments in the system.
An overview on this would be helpful for the team to
Core Adjustments Portal Overview(Fixed decide if they want to use it going forward and any custom
CAY-CW-4) configuration that may result from the overview
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Docusign Envelope ID:9E04C363-2914-4848-B499-18E70D313F1A
City of Clearwater Statement of Work
Appendix E: Portals and Stats
Portals and Stats that were the developed by Cayenta and are listed in the table below will be
considered in scope and supported with the Time and Material (T&M) in deliverable 3.22.
This portal stat was created by
Cashering Automatic Group Configuration Cayenta.
Refunds Category header Outbound Transactions
This portal stat seems to have only
been used in the intitial
implementation.Ideally itshou ld
be removed because it is storing
Used to export refund journal 800,000+seemingly unneeded
Refund Journal Entry entries into Munis. Invoice Initial Sync rows in our system.
Th is p rtal stat was created by
General Category header IC Daily Bill Header Export Cayenta.
Th is p rtal stat was created by
InvoiceCloud Reconciliation IC Cancelled Bill Export Cayenta.
This portal stat was created by
Collections IC New Acct Export Cayenta.
This portal stat was created by
Management Categoryheader Invoice Paperless Billing Customers Cayenta.
This portal stat was created by
Draft By User Bills Export By Invoice Number Cayenta.
This portal stat was created by
MTNPO Stats Cayenta.
Off Service
RCALL_Pay
Returned Checks
Reconnects Categoryheader
Reconnects
Page 43 of 44
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Subject: Oracle to SQL Migration and Actuate to Cognos Migration SOW
Source Envelope:
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AutoNav: Enabled 8333 Eastlake Drive
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jtownsend@cayenta.com
IP Address:20.236.201.103
Record Tracking
Status: Original Holder:Juanita Townsend Location: DocuSign
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