HomeMy WebLinkAboutIT17-544 - Extension - Carahsoft Technology Corporation - ITSM Ivanti Software - 12/03/2020ApprovalOriginator:Department:
Date Sent:Date Required:
Authorized to Sign:
Director or Designee Mayor
Date of Council Approval:
Grant? Yes No
Type:Review/Signatures/RoutingDate Received by City Attorney:
Comments:
Date Routed to the Mayor’s Office:
Date Routed to the City Clerk’s Office:Agreement InformationVendor Name:Category:
Vendor Number:Sub-Category:
Project Name:
Project Details:
Agreement Amount:
Start Date:
Basis for Selection of Contractor:
Termination Date:
Local Business? Yes No*
*If meets requirements per KCC 3.70.100, please complete “Vendor Purchase-Local Exceptions” form on Cityspace.
Notice required prior to disclosure?
Yes No
Contract Number:
Agreement Routing Form
For Approvals, Signatures and Records Management
This form combines & replaces the Request for Mayor’s Signature and Contract Cover Sheet forms.
(Print on pink or cherry colored paper)
Visit Documents.KentWA.gov to obtain copies of all agreementsadccW22373_1_20
Budget Account Number:
Budget? Yes No
Dir Asst:
Sup/Mgr:
Dir/Dep:
rev. 200821
FOR CITY OF KENT OFFICIAL USE ONLY
Statement of Work - Professional Services
*Append to Carahsoft Technology Agreement (IT17-544)
Upon Mayor's Signature
OK to sign, TW, 12/3/2020. When Council approved the contract on 12/15/2017, they granted
the Mayor authority to make future purchases through the cooperative purchasing agreement so
long as those purchases were made within established budgets.
12/3/2020
Customer Confidential
City of Kent
Statement of Work for Professional Services
City of Kent-SOW-ISM-102820
Version Release: 1.04
DocuSign Envelope ID: 9A40F491-CC0D-4E25-A77F-DD55E516CAF7
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CITY OF KENT-SOW-ISM-102820
Addresses and Contact Information
Customer Address Engagement Address
Contact Name
James Endicott
Address:
13319 Se 227th St KENT, WA, US
Remote Engagement: Yes
This effort will be delivered remotely
Delivery Language: English
Contact Telephone
+1 253-856-4620
Contact Email Address
jendicott@kentwa.gov
Document Revision History
Date Author Revision Change Reference
2020-10-28 Area Services Manager
Douglas Dollar
1.00 Document Creation
2020-11-03 Area Services Manager
Douglas Dollar
1.02 Revised scope and activities
per Customer feedback
2020-11-20 Area Services Manager
Douglas Johnson
1.04 Referenced MSA
Document Reviewer
Name Title Revision Date
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CITY OF KENT-SOW-ISM-102820
Document Purpose
The purpose of this document is to describe the tasks for a Ivanti Professional Services
engagement.
Note
To execute this Statement of Work, both parties must sign as indicated in the
Authorization and Acceptance Section of this document.
Overview
Ivanti Service Manager Statement of work
City of Kent (“Customer”) has requested the Consultant (as defined below) to provide days of Ivanti
Professional Services consultancy on a time and materials basis as defined in the following
Statement of Work (“SOW”). The Ivanti resources assigned to this project will be under the direction
of both Ivanti Project Management and the Customer Project Manager.
The purpose of this effort will be to configure, implement and deploy a HR On-Boarding Service
Request workflow within Customer’s ISM tenant.
Consultant has already done initial discovery and design of this solution with Customer resources.
All references to “Consultant” shall mean the entity identified below in the same geographic region
as the Customer:
Ivanti, Inc., a Delaware corporation, performs Services in the Americas, except Brazil.
Ivanti Comércio de Software Brasil Ltda, a Brazilian company, performs Services in
Brazil.
Ivanti Software K.K., a Japanese company, performs Services in Japan.
Ivanti Software (Beijing) Co., Ltd., a Chinese company, performs Services in China.
Ivanti International Limited, an Irish company, performs Services related to the
Wavelink and Naurtech branded products in Europe, the Middle East, Africa, and the
Asia Pacific region.
Ivanti U.K. Ltd, an English company, performs Services in all other locations.
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CITY OF KENT-SOW-ISM-102820
Tasks
This section describes the expected tasks planned for the consultancy engagement.
Description Hours
Service Catalog - Request Management – HR On-Boarding 96.00
User Validation Testing 4.00
Total Service Hours 100.00
Professional Project Management Duration
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In Scope
This section describes the activities in scope for the consultancy engagement
Description
Request Management
A Request Offering is an item that describes the item, assistance, or action available to Self Service users
from the Service Catalog. Request Offerings are normally placed in logical groups of Services.
The Service Catalog lists all Request Offerings, such as requests for software, computers, or other requests
for non-IT related services provided in your organization. The Service Catalog is how customers order
products and services. You control the customer experience within the Service Catalog, defining for each
item an image, description, price, other fields, and workflow.
Design Workshop:
Attendees: Service Desk Manager, Service Desk Analysts, Department Liaisons
Discussion Items:
Service Catalog – Self Service Portal
Request Offering Types
Approval Workflow Process
Task Workflow Process
Notifications
Status
Roles and Security
Configure and Review Request Management and Service Catalog
Configure the following Service Catalog Request Offerings as defined by Customer using
framework, specifications, and configuration Changes agreed to during the design workshop and
per the design document. – Note Design Sessions have already been completed for this effort.
Work will be based on OOTB templates where appropriate
o Configure one (1) High- Complexity Service Request to support Customer’s New User
Network Account use case - (25 fields, 2 approvals, up to 5 tasks)
o Proposed Use Case is as follows:
Workday will record the employee onboarding and send an email notification to
ISM in the expected format
Email will contain employee information (name, hire date, dept, manager,
location, emp number)
Email will create a Service Request in ISM - and trigger the "New User Network
Account" process (Workflow)
The request workflow will create tasks and send periodic reminders to the Hiring
Manager for further information needed
On receipt of information from the Hiring Manager and when the request is fully
completed, the Service Desk analyst will notify the dept manager (account setup
information)
User Validation Testing
The last phase of the software testing process. UVT will focus on testing Ivanti Service Manager in real-
world scenarios. During this phase the Customer will run through a series of tests and note any minor
improvements/modifications necessary or possible misconfiguration. Issues will be logged and then
adjusted by the consultant.
The following activities are included in this section:
System Testing
Discuss/document modifications needed and escalate as required
UVT
System Testing: Test all Configured features and functions for documented behavior. Perform empirical
investigation of each feature and service to validate the state and behavior of the product against the
Service Manager specification, detect any software failures, and ensure the satisfaction of Customer
requirements.
Consultant will make agreed to configuration changes as required from UVT testing.
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Professional Project Management
Managing Status Reports: Distribute status reports detailing project progress, scope modifications, and
outstanding issues, to designated project stakeholders.
Project Closure Document Signing: Consultant will present Customer with Project Closure Document at the
end of the engagement.
Transition to Ivanti Support: Identify Customer’s current maintenance subscription level and describe and
discuss associated features and benefits. Review Ivanti Support Transition documentation with Customer and
discuss and demonstrate support policies, methods, and best practices for obtaining Ivanti technical
support.
Out of Scope
By definition any item not deemed in scope is considered out of scope, but for clarity the following
specific items are not included:
Ref Description
OS1
Any work outside of normal business hours, Monday to Friday excluding public holidays, is
considered out of scope of the project and will be subject to additional fees at two times the
standard MSRP consultancy day rate, charged in minimum half day increments.
OS2 Consultancy relating to any products not specified in the “In Scope” section of this document
Assumptions
The project will proceed with the following identified assumptions. Any further assumptions that are
identified as the project progresses will be subject to a change control and an impac t analysis,
which may affect the cost and timescales of the project. Where these changes were not reasonably
identifiable by Ivanti then the Customer will bear any costs.
Ref Assumptions
A1 If onsite engagement, the Consultant will be provided with a desk and chair within an office
environment preferably with internet access.
A2 If onsite engagement, Customer will provide advance notification of any site-specific requirements such
as security clearance, identification and safety training.
A3
Customer representatives are available to answer requirements and design questions supply logon
credentials, IP addresses, and server names to the Ivanti Certified Consultant as reasonably
requested.
A4 Customer representatives are available in order that the Ivanti Consultant can transfer knowledge
regarding the configuration and usage of the software.
A5 Network connectivity and all relevant cabling will be in place, so as not to impede the progress of work.
A6 The agreed physical and logical infrastructure will be provided and access will be provided to the Ivanti
consultant as necessary in order to enable the completion of required tasks
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Ref Assumptions
A7
Ivanti will supply licenses under a separate commercial agreement outside of the scope of this
Statement of Work. Any additional non-Ivanti software license requirements (e.g. Microsoft licenses)
will be sourced by Customer.
A8 For engagements requiring product installation, the latest release of Ivanti software or the required
components will be installed unless otherwise agreed.
A9 If onsite engagement, delivery of Services assumes inclusion of travel and expense (T&E) rate in the
Purchase Order (PO); if no T&E is included in PO, all Services days will be fulfilled remotely.
Constraints
The project will proceed with the following identified constraints. Any further constraints that are
identified as the project progresses will be subject to a change control and an impact analysis,
which may affect the cost and timescales of the project. Where these changes were not reasonably
identifiable by Ivanti then the Customer will bear any costs.
Ref Constraints
C1 Unless otherwise stated all work will be performed during normal business hours, Monday to Friday
excluding public holidays
C2 Consulting Days are valid for a period of 1 year from time of purchase and shall be planned in advance
with a minimum four (4) week notice period to allow resourcing of Ivanti Consultants
Customer Project Management Responsibilities
Customer will designate a person to whom all Ivanti communications will be addressed and who
has the authority to act for Customer in all aspects of this Statement of Work (the “Customer
Project Manager”).
The Customer Project Manager will:
Create and maintain an estimated schedule for the overall project.
Provide sufficient notice for rescheduling. Rescheduling requires minimum of ten (10)
business days’ notice. Failure to notify Ivanti of need to reschedule can result in additional
charges as stated in services Terms and Conditions.
Work with the Ivanti Project Manager to identify resource requirements and desired skill
sets. Ivanti recommends a four (4) week lead time to schedule consultants and make travel
arrangements when adding resources.
Schedule resources in segments of no less than five (5) business days unless agreed to by
both Ivanti and Customer.
Schedule and facilitate completion of this engagement within the r espective number of
months from date of signing the PO
With Ivanti, administer Change Control and authorize Project Change requests.
Provide access to Customer facilities consistent with the estimated schedule for all
resources. Consultants may require access to Customer facilities and systems outside
normal business hours.
Project Progress Reporting
A regular meeting or a teleconference will be scheduled to discuss the Project status; the format will
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be jointly agreed between the Ivanti Project Manager and Customer Project Manager.
Depending on project complexity the daily status reports may include:
General progress to plan and causes for any Project delays.
Project Plan updates for all tasks due or started ahead of schedule (actual days worked,
percentage of completion for each major task, estimated completion dates, and actual
completion dates).
Issues and action items to resolve change order control items reviewed or for review,
including any tasks to be worked on that are not included in the Detailed Project Plan and
any tasks that will negatively impact the allotted budget.
Delivery Schedule
This SOW will deliver days of time and material consulting over a maximum period of twelve (12)
months from the date when the Customer places the order.
For invoicing purposes, a person day is defined to be 8.00 working hours per resource. For both
onsite and remote engagements billable hours will be recorded in half day or full day increments.
Anything over a half day will be rounded up to a full day of work 8.00 hours.
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Authorization
In addition to any terms contained in this Statement of Work, the provision of the services
described in this SOW (“Services”) shall be subject to terms of the license agreement agreed to by
you and Ivanti and are hereby incorporated by reference or, if applicable, the terms and conditions
of a separate written agreement (Master Agreement with Carahsoft (GSA’s Schedule 70 Contract
#GS-35F-0119Y) agreed to and signed between you and Ivanti on or before the date on which you
sign this SOW.
Neither the execution nor fulfillment of the Services will relieve or alter Ivanti or Customer’s rights
or obligations with respect to standard Ivanti software and other products under the license
agreements applicable to such software or products. Nothing in this document is intended to or
shall have effect of vesting in or transferring to Customer’s rights in Ivanti’s, its affiliates’ or its
suppliers’ software, methods, know-how or other intellectual property, regardless of whether
such intellectual property was created, used or first reduced to practice or tangible form by Ivanti
in the course of performance of the Services hereunder. By purchasing the Services set forth in
this SOW, the parties each indicate their acceptance of the above.
Please sign below and return this document in its entirety by email to your account manager.
City of Kent ("Customer")
13319 Se 227th St, KENT
WA, US 98042
On Behalf of Customer
Signature
Email
Title
Date
On Behalf of Consultant (Ivanti)
Signature
Email
Title
Date
DocuSign Envelope ID: 9A40F491-CC0D-4E25-A77F-DD55E516CAF7
jason.wyatt@ivanti.com
11/23/2020
Director, Professional Services
DRalph@kentwa.gov
Mayor
12/03/2020
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CITY OF KENT-SOW-ISM-102820
APPENDIX A: Project Change Request (“PCR”) Form
The Customer identified in the form below (“Customer”) hereby officially requests that Ivanti, Ltd.
(“Ivanti”) alter the scope of work to be performed under Statement of Work dated ______________
as outlined below. Ivanti will estimate all applicable fees associated with the change request and
communicate them to the contact listed below via email within one week. This change order will
become effective once such estimate is provided to Customer unless written notice of cancellation
is provided by Customer within two business days after receiving the estimate.
Customer City of Kent
Project Name City of Kent-SOW -ISM-102820
Deliverable Affected
Change Request #
Summary Description of
Change Request
Impact Analysis
(Scope, Time, Cost)
Acknowledgement Date
City of Kent ("Customer")
13319 Se 227th St, KENT
WA, US 98042
On Behalf of Customer
Signature
Email
Title
Date
On Behalf of Consultant (Ivanti)
Signature
Email
Title
Date
DocuSign Envelope ID: 9A40F491-CC0D-4E25-A77F-DD55E516CAF7
GOVERNMENT - PRICE QUOTATION
CARAHSOFT TECHNOLOGY CORP
carahsoft
11493 SUNSET HILLS ROAD I SUITE 100 1 RESTON, VIRGINIA 20190
PHONE (703) 871-8500 1 FAX (703) 871-8505 1 TOLL FREE (888) 66CARAH
WWW.CARAHSOFT.COM SALES@CARAHSOFT.COM
TO: Brian Rambonga FROM: Jordan E. Jones
City of Kent Carahsoft Technology Corp.
220 Fourth Avenue South 11493 Sunset Hills Road
Kent, WA 98032 USA Suite 100
Reston, Virginia 20190
EMAIL: BRambonga@kentwa.gov EMAIL: Jordan.Jones@carahsoft.com
PHONE: (253) 856-4610 PHONE: (571) 662-4627 FAX: (703) 871-8505
TERMS: FTIN: 52-2189693 QUOTE NO: 24396736
Shipping Point: FOB Destination QUOTE DATE: 11/19/2020
Remit To: Same as Above QUOTE EXPIRES: 12/11/2020
Payment Terms: Net 30 (On Approved Credit) RFQ NO:
Cage Code: 1 P3C5
DUNS No: 088365767 SHIPPING: ESD
Credit Cards: VISA/MasterCard/AMEX TOTAL PRICE: $28,392.00
Sales Tax May Apply
TOTAL QUOTE: $28,392.00
LINE NO. PART NO. DESCRIPTION LIST PRICE QUOTE PRICE QTY EXTENDED PRICE
1 SVCS-HRLY-2 Services Hourly - All products $360.00 $283.92 OM 100 $28,392.00
Ivanti, Inc **SEE IVA001 - SVCS-HRLY
SUBTOTAL: $28,392.00
TOTAL PRICE: $28,392.00
TOTAL QUOTE: $28,392.00
Please reference our master agreement with Carahsoft (GSA's Schedule 70 Contract #GS-35F-0119Y)
CONFIDENTIAL QUOTE DATE: 11/19/2020
PAGE 1 of 1 QUOTE NO: 24396736
City of Kent Purchase Order
Order number must appear on all invoices, packages, etc.
Order #
Order Date:
161346 OP
12/2/2020
This document is hereby deemed a valid purchase order and authorizes the procurement of
the materials and/or services indicated. Please let us know immediately if you are unable to
ship the complete order.
Ordered by:Lynnette R Smith
Info Tech-Administration
Ship to: City of Kent
Information Technology
400 West Gowe Street
Suite 122
Kent, WA 98032
Bill to: City of Kent
Accounts Payable
220 4th Avenue South
Kent, WA 98032
Phone: (253) 856-5230
Vendor: 1669791
Carahsoft Technology Corporation
11493 Sunset Hills Rd Ste 100
Reston, VA 20190
Payment Terms: Net 30
Line Item #Description Quantity Unit Cost Ext. Cost Sales Tax Total Cost
1 SVCS-HRLY-2 (ProfSvcs100 hrs) | All Products iVanti 28,392.00 28,392.00
2 GSA Schedule 70: | GS-35F-0119Y
3 SOW-Prof Svcs-NewHireWorkflow | Workday Integration
4 Term: CoK Mayor signature date | thru 12/19/2021
Approved by: Carrington, Michael Charles
Mayor's Signature: ________________________________________
(Required for contracts over $20,000)
Subtotal:28,392.00
Sales Tax:0.00
Total:28,392.00