HomeMy WebLinkAbout000509 Original ContractProject Name: Active Directory Domain Services
Planning. Desian. and Deployment
Contractor: Rick J. Dunn
DESCRIPTION OF WORK
You are ordered to perform the following described work upon receipt of an approved copy of this Change Order:
Continuation of Capital Project IT03 -09, Active Directory Domain Services Deployment, with additional time and
travel expenses not to exceed $40,250.00 in total billable project hours and activities.
Cities responsibilities are:
Customer will provide subject matter experts in any applications that may be necessary to connect to AD
DS. These experts will provide the project team with authentication and migration plans.
Contractor's responsibilities are:
Seller will complete the entire project in a timely and professional manner as specified in this Agreement
and to the satisfaction of the Customer.
Provision of project documentation and closeout procedures
This is a no cost change to the contract with affect to working days.
Such work will be compensated by: check one or more of the following as applicable x] Increase or Decrease
in bid items; Force Account; x Negotiated Price The described work affects the existing contract items and /or
adds and /or deletes bid items as follows:
ORIGINAL CURRENT EST NET CHANGE TOTAL CHANGE ORDERS, EST CONTRACT AFTER
CONTRACT CONTRACT THIS CHANGE ORDER INCLUDING THIS ONE THIS CHANGE ORDER
35,000 00 1 35,000.00 1
Amount with applicable sales tax included
All work, materials and measurements to be in accordance with the provisions of the original contract and /or the standard specifications and special
provisions for the type of construction involved. The payments and /or additional time specified and agreed to in this order include every claim by the
Contractor for any extra payment or extension of time with respect to the work described herein, including delays to the overall project.
APPROVED BY:
CONTRACTOR
FINANCE DIRECTOR/CFO
CITY MANAGER
CONTRACT CHANGE ORDER (CCO) NO. 1
$5,250 00 1
V,SIGNATURE:
1
$5,250 00
Project No. IT03 -09
Date: 10/30/2012
000509
1 40,250 00* 1
DATE:
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Page 1 of 1
City of Port Angeles
Record #000509
Statement of Work
City of Port Angeles
Active Directory Domain Services Planning
Design Deployment
Rick Dunn
Version 2.0
August 8 2012
TABLE OF CONTENTS
PROJECT DESCRIPTION 3
PROJECT SCOPE 3
PRE PLANNING DOCUMENTATION REQUEST 3
PROJECT KICK -OFF MEETING 4
PLANNING SESSION 4
DESIGN 4
AD DS ARCHITECTURE AND ADMINISTRATIVE MODEL WORKSHOPS 5
AD DS MIGRATION PLANNING WORKSHOP 5
DEPLOY 6
MIGRATION TESTING 6
PRODUCTION MIGRATIONS 6
DECOMMISSIONING 6
PROJECT MANAGEMENT 7
PROJECT ASSUMPTIONS 7
CUSTOMER RESPONSIBILITIES 8
OUT OF SCOPE 8
ITEM(S) PROVIDED TO CUSTOMER 9
PROJECT SCHEDULING 9
PROFESSIONAL SERVICES FEES 9
CONSULTANT FEES 10
EXPENSES 11
CUSTOMER DESIGNATED LOCATIONS 11
PROJECT SPECIFIC TERMS 11
AGREEMENT TERMS AND CONDITIONS 12
CONTACT PERSON(S) 12
PAYMENT TERMS 12
EXPIRATION AND TERMINATION 12
CHANGE ORDERS 12
MISCELLANEOUS AND SIGNATURES 15
CUSTOMER DESIGNATED LOCATIONS 16
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This Agreement is made and entered into this (DATE) August 21s 2012 by and between the undersigned,
Rick Dunn, a sole properitor( doing business at ADDRESS "Seller and City of Port Angeles
"Customer
PROJECT DESCRIPTION
PROJECT SCOPE
PLANNING APPROACH
In order to ensure a successful project, Seller will follow proven methodology that focuses on
envisioning, planning, design, and deploy phases.
During these phases, Seller will work with Customer in order to ensure through communication with
Customer team in order to complete the project. Customer will provide a `point' person who has
knowledge of Customer systems and setup in order to provide input to the planning and design efforts.
The workshops described in this document will facilitate direct communication between Seller and the
Customer staff, preparing Customer to more effectively participate in the implementation of Microsoft AD
DS. Techniques include a combination of formal presentation and less structured discussions that allow
Customer staff to learn about the technologies specific to the Customer deployment requirements. The design
workshops will discuss the technology overview, best practices and design elements specific to the
Customer environment.
PRE PLANNING DOCUMENTATION REQUEST
Seller needs to review the Customer documentation of its current environment prior to the workshop
activity.
Upon the receipt of a signed Agreement, Seller will work with Customer to obtain this documentation that
will prepare Seller for the Design Workshops. This documentation will be reviewed prior to the
commencement of the Kick -Off Meeting.
The Current State Document Request List includes: Domain Environment, Directory Services
environment, Messaging environment, Network Environment, User Population, Service Levels and
Administration.
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PROJECT KICK -OFF MEETING
Seller will begin with a Project Kick -off Meeting with the core Customer project team. This meeting
will help define the business objectives, drivers, overall design objectives and finalize the project's scope.
This meeting should occur at least one week prior to the onsite design and planning activities in order to
give the teams the opportunity to prepare.
Topics for this meeting include:
Review of company and project vision
Outline of primary goals, objectives, and project requirements
Review of Company Physical Profile and Organization structure including special requirements
for a location of business unit
Review Current State Documents
Establish of Project Management protocol
Establish of roles and project schedule
PLANNING SESSION
The first day of onsite design and planning will include a session to clarify and review the gathered
current state information. The requirements for the new environment will also be outlined during this
session. This session will include:
Review and clarification of questions on the Current State environment.
Determine, review, and prioritize requirements for users, directories, security, coexistence,
migration process, and monitoring and maintenance activities.
DESIGN
The design workshops described in this document will facilitate direct communication between Seller
and the Customer staff, preparing Customer to more effectively participate in the implementation of AD
DS. Techniques include a combination of formal presentation and less structured discussions that allow
Customer staff to learn about the technologies specific to the Customer deployment requirements. The design
workshops will discuss the technology overview, best practices and design elements specific to the
Customer environment.
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AD DS ARCHITECTURE AND ADMINISTRATIVE MODEL WORKSHOPS
The Active Directory Domain Services (AD DS) Design Workshop will cover the following topics with
respect to the new target AD DS environment:
Architecture Design
Current State and Requirements Review
Forest and Domain Architecture
Name Resolution and Network Services
Sites and Services Architecture
Operations Master Roles and Domain Controllers
Backup and Restore
Administrative Design
Account Model
Group Model
Delegation of Administration
Group Policy Model Design
AD DS MIGRATION PLANNING WORKSHOP
The AD DS Coexistence and Migration Planning Workshop is a critical component in designing a
comprehensive migration plan that minimizes user disruption and process changes during the production
migration phase..
The AD DS Coexistence and Migration Planning Workshop will cover the following topics:
Migration Approaches
Network Services Integration
Domain Upgrade Strategy
Domain Migration Strategy
Data Migration Strategy
Applications and Services Migration Strategy
Tools Selection
Deployment Planning
Pre Requisites
Communication Plan
Environment Build
Coexistence
Testing
User Migration Process
Workstation Migrations Process
Project Milestones and Timeline
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Seller recommends the use of Ouest NDS Migration Software (purchased separately by Customer) to
facilitate the migration process, improve the efficiency of the process, and reduce and improve the process
of remediation of errors in the migration process.
DEPLOY
ENVIRONMENT BUILD
During this phase, the target environment is built based on the decisions in AD DS Design Workshop. In
addition, any supporting infrastructure required for the migration, as determined in the AD DS Coexistence
and Migration Planning Workshop is built and configured. Finally, any configuration changes required for
the source and target environments to coexist are implemented.
MIGRATION TESTING
Migration testing is a critical component in validating that the migration plan minimizes user disruption
and process changes during the production migration phase. Testing is vital to confirm that individual
aspects of the migration process are completed correctly and function as expected during the migration
itself and once in the target environment. During the AD DS Coexistence and Migration workshop,
specific functionality and use cases are typically identified that require specific testing. Together with the
Customer, Seller with will build test cases and scripts for each identified item, and then validate them
during this phase.
The results of this phase will determine if changes are needed to either the source or target environments,
or if the migration process itself needs to be altered. The AD DS Coexistence and Migration Plan will be
updated as necessary.
PRODUCTION MIGRATIONS
This phase begins with a pilot migration. The pilot migration is limited in scope to minimize potential
impact, but larger than any test migrations in order to validate the migration process on a larger scale,
similar to what is planned for production migrations.
The results of this pilot migration will determine if changes are needed to either the source or target
environments, or if the migration process itself needs to be altered. The AD DS Coexistence and
Migration Plan will be updated as necessary.
DECOMMISSIONING
During this phase of the project, coexistence configuration items and migration tools are removed and
cleaned up from the environment. Full decommissioning of the source environment(s) can only occur if
all dependencies are removed. The feasibility of decommissioning will be determined during the AD
DS Coexistence and Migration Planning Workshop.
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PROJECT MANAGEMENT
Seller will assign a project manager to coordinate:
Kickoff Meeting. Review Agreement including project objectives and schedule; logistics;
identify and confirm project participants; and discuss project prerequisites.
Project Schedule or Plan. A project schedule that details the schedule and resources
assigned to the project.
Weekly Status Meetings and Reports. Status meetings will be conducted on a weekly basis.
During these meetings, the Seller and Customer will discuss action items, tasks, completed
tasks outstanding, issues and conduct a budget review.
Change Management. When a change to a project occurs, the Seller's project change
control process will be utilized.
Project Closure Meeting. The project team will meet to recap the project activities, provide
required documentation, discuss any next steps, and formally close the project. Customer
may withhold Seller's final payment until the Project is closed to the satisfaction of the
Customer.
PROJECT ASSUMPTIONS
1. Unless otherwise specified, this project is limited to the investigation or enumeration of a single
AD DS Forest comprised of three or fewer domains. All domain controllers will reside in the
United States.
2. Some services may be performed at a location other than the Customer location (or another
location designated by the Customer). When services are performed at the Customer location (or
another location designated by the Customer), the Customer will provide adequate, co- located
workspace for the engagement personnel (both Seller personnel and Customer personnel) with
appropriate system access. Seller recommends keeping these personnel separate from support
teams and those performing daily operations. When services are performed at the Customer
location (or another location designated by the Customer), the site will be secure. Seller is not
responsible for lost or stolen equipment.
3. Customer will provide network connectivity, Internet access, and telephone service.
4. All Change Orders will be provided in a timely fashion either by U.S. Mail, e-mail, personal
delivery, or facsimile transmission to Seller's contact person.
5. If specified in the "Description/Scope of Services" section above, initial support services related
to the services that are the subject of this Agreement will be available as specified in that section.
Seller will invoice the Customer for the time Seller performs this support, calculated using the
rates specified in the "Professional Services Fees" section below (in the increments specified
therein).
6. Customer will provide subject matter experts in any applications that may be necessary to connect
to AD DS. These experts will provide the project team with authentication and migration plans.
Seller will NOT design any application migration procedures.
Seller will complete the entire project in a timely and professional manner as specified
in this Agreement and to the satisfaction of the Customer.
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CUSTOMER RESPONSIBILITIES
1. Communicate all material project matters to Seller's contact person.
2. Provide at least one qualified technical person with system administration responsibilities
for the duration of the project.
3. Provide qualified personnel at Customer location (or any other location designated by
Customer where services are to be provided) to support existing equipment for the duration
of the project.
4. Provide other full -time, qualified, knowledgeable personnel who will perform obligations
under this Agreement; make timely decisions necessary to move performance of the
services forward; participate in this project to the extent reasonably requested by Seller;
and reasonably assist Seller with its performance of the services.
5. Provide Seller's personnel with appropriate levels of access and privilege to systems and
information necessary for Seller's performance of the services.
6. If virtualization is to be used, configuration of virtual machines.
7. Configuration of central storage (e.g. SAN) and provisioning of LUNs
OUT OF SCOPE
Specific tasks outside this Agreement include, but are not limited to:
1. Installing and configuring antivirus on the Microsoft Servers. Customer is responsible for
the antivirus solution and will ensure that the servers are protected after the operating
system is installed.
2. Staging of the physical servers to be used in this engagement. This includes racking as well
as implementing the base operating system and network configuration.
3. Acquisition of the required hardware and software for this project, including servers and
software. Seller can assist with sourcing these materials upon request; however, Customer
is ultimately responsible for the hardware and software for this project.
4. Any formal training. Seller will not be conducting formal training; however,
communication is integral to the Seller approach throughout the execution of its
methodology.
5. End user and administrator process documentation. End user documentation and
administrator process documentation will change the project scope, and so a change
request will be required if documentation is required.
6. Backup /disaster recovery. Seller will not develop a backup /disaster recovery plan for the
Hyper -V or Virtual Machine Manager implementation as a part of this engagement.
7. Configuration of centralized storage. SAN and/or other centralized storage configuration is
the responsibility of Customer.
Services not specified in this Agreement are considered out of scope and will be addressed with a
separate Agreement or Change Order.
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ITEM(S) PROVIDED TO CUSTOMER
The following will be provided to Customer by the completion of this project.
Table 1 Items(s) Provided to Customer
Item
AD DS Design
Item
AD DS Migration Planning
Design
Description
PROJECT SCHEDULING
Description
Design documentation that defines the AD DS
Architectural design and administrative model
Final design document that includes:
Migration planning design
Migration strategy and approach
Dependencies and coexistence design
Customer and Seller, who will jointly manage this project, and will develop a schedule "September 5
October 30 2012 Any dates, deadlines, timelines or schedules contained in the Anticipated Schedule,
in this Agreement or otherwise, are estimates only, and the Parties will not rely on them for purposes other
than initial planning.
PROFESSIONAL SERVICES FEES
Fees will be calculated on a TIME AND MATERIALS basis.
Format
PDF
,Format
PDF
The total fees due and payable under this Agreement "Total Fees include both fees for Seller
personnel's time "Consultant Fees and any other related costs and fees specified in the Expenses section
"Seller Expenses Unless otherwise specified herein, taxes will be invoiced but are not included in
any numbers or calculations provided in this Agreement.
Customer will be invoiced every two weeks throughout the project duration for consulting hours
and expenses incurred the previous two weeks. A final invoice will be delivered after the project
close meeting for the remaining consulting fees and expenses still outstanding.
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CONSULTANT FEES
The invoice amount of Consultant Fees will equal the hours actually worked "Consultant Hours times
the rate applicable for the Seller "Hourly Rate (see Table 2 below).
The Total Estimated Consultant Fees of $25,000 is merely an estimate and does not represent a fixed fee.
Neither the Estimated Consultant Hours of 250 nor the Estimated Consultant Fees are intended to limit
the bounds of what may be requested or required for performance of the Services. But the maximum
compensation due to the Seller, absent a written amendment to this Agreement, is
Table 2 Project Fees
Consultant Function Onsite'
Senior Engineer Planning, Design, and $100
Deployment, Project Management
Consultant
Senior Engineer
Function
Remote Hourly Rate
wawager-
Deployment, Project Management $100
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When Services are performed at any Customer Designated Location(s) (as defined below), time will be
measured in one (1) hour increments.
When Services are performed remotely, time will be calculated in one (1) hour increments with a
minimum of one (1) hour each day.
Upon 30 days written notice to Customer, Seller may adjust the rates above, provided that the rates will
remain fixed for at least six (6) months after the Agreement Effective Date and then again for at least six (6)
months after any subsequent adjustment.
The rates above only apply to Services specified in this Agreement as it may be amended by one or
more Change Order(s).
EXPENSES
Seller will invoice Customer at fixed rate of $200 per day when onsite at Customer's location. This rate
includes lodging, mileage, meals, tolls, parking, and any related miscellaneous expenses.
Upon execution of this Agreement, travel will be scheduled to occur no less than two (2) weeks after the
date of Customer's request for travel. Should Customer request that travel be expedited, Customer will
be billed for any additional travel and expense costs that apply.
CUSTOMER- DESIGNATED LOCATIONS
Seller will provide services benefiting the locations specified on the attached Exhibit ("Customer
Designated Locations
PROJECT SPECIFIC TERMS
1. Customer is responsible for providing all physical and communications access, privileges,
environmental conditions, properly functioning hardware and software, qualified personnel,
project details, material information, decisions /directions, and personnel and stakeholder
interviews that are reasonably necessary to assist and accommodate Seller's performance of the
services "Customer Components
2. Seller is not responsible for delays in performance directly caused by the unavailability of the
Customer components and will have the right to invoice Customer, with prior written notice, for
time Seller personnel is thereby idled or to reassign Seller personnel to work unrelated to this
Agreement and the services hereunder.
3. Customer will provide in advance and in writing, and Seller will follow, all applicable Customer
safety and security rules and procedures.
4. Customer will secure and maintain the confidentiality of all Seller personnel information.
5. When services are performed at a Customer Designated Location, the site will be secure; Seller
is not responsible for lost or stolen equipment.
6. This Agreement can be terminated by either party without cause upon at least fourteen (14)
days' advance written notice.
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AGREEMENT TERMS AND CONDITIONS
PAYMENT TERMS
Except as otherwise agreed by the parties, Customer will pay invoices containing amounts authorized by
this Agreement within thirty (30) days of receipt. Any objections to an invoice must be made to the
Seller Contact Person within fifteen (15) days after the invoice date.
EXPIRATION AND TERMINATION
This Agreement expires and will be of no force or effect unless it is signed by Customer, transferred in
its entirety to Seller so that it is received within thirty (30) days from the date written on its cover page,
and then signed by Seller, except as otherwise agreed by Seller.
CHANGE ORDERS
This Agreement may be modified or amended only in a writing and signed by both Customer and
Seller "Change Order Each Change Order will be of no force or effect until signed by Customer,
transferred in its entirety to Seller so that it is received within thirty (30) days from the date on its cover
page and then signed by Seller, except as otherwise agreed by Seller.
In the event of a conflict between the terms and conditions set forth in a fully- executed Change Order and
those set forth in this Agreement or a prior fully- executed Change Order, the terms and conditions of the
most recent fully- executed Change Order shall prevail.
Independent Contractor
The relation created by this Agreement is that of owner independent contractor. The Seller is not
an employee of the City and is not entitled to the benefits provided by the City to its employees.
The Seller, as an independent contractor, has the authority to control and direct the performance of
within the Scope of Work. The Seller shall assume full responsibility for payment of all Federal,
State, and local taxes or contributions imposed or required, including, but not limited to,
unemployment insurance, Social Security, and income tax.
EMPLOYMENT
Employees of the Seller, while engaged in the performance of any work or services under this
Agreement, shall be considered employees of the Seller only and not of the City, and claims that
may arise under the Workman's Compensation Act on behalf of said employees while so engaged,
and any and all claims made by a third party as a consequence of any negligent act or omission on
the part of the Seller's employees while so engaged, on any of the work or services provided to be
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rendered herein, shall be the sole obligation and responsibility of the Seller
In performing this Agreement, the Seller shall not employ or contract with any City employee
without the City's written consent.
NONDISCRIMINATION
The Seller shall conduct its business in a manner, which assures fair, equal and non-
discriminatory treatment of all persons, without respect to race, creed or national origin, or other
legally protected classification and, in particular:
A. The Seller shall maintain open hiring and employment practices and will welcome
applications for employment in all positions, from qualified individuals who are members of
minorities protected by federal equal opportunity /affirmative action requirements; and,
B. The Seller shall comply with all requirements of applicable federal, state or local laws or
regulations issued pursuant thereto, relating to the establishment of non discriminatory
requirements in hiring and employment practices and assuring the service of all persons
without discrimination as to any person's race, color, religion, sex, Vietnam era veteran status,
disabled veteran condition, physical or mental handicap, or national origin.
INDEMNIFICATION /HOLD HARMLESS
Seller shall defend, indemnify and hold the City, its officers, officials, employees and volunteers harmless
from any and all claims, injuries, damages, losses or suits including attorney fees, arising out of or
resulting from the acts, errors or omissions of the Seller in performance of this Agreement, except for
injuries and damages caused by the sole negligence of the City.
Should a court of competent jurisdiction determine that this Agreement is subject to RCW 4.24.115, then,
in the event of liability for damages arising out of bodily injury to persons or damages to property caused
by or resulting from the concurrent negligence of the Seller and the City, its officers, officials, employees,
and volunteers, the Seller's liability hereunder shall be only to the extent of the Seller's negligence. It is
further specifically and expressly understood that the indemnification provided herein constitutes the
Seller's waiver of immunity under Industrial Insurance, Title 51 RCW, solely for the purposes of this
indemnification. This waiver has been mutually negotiated by the parties. The provisions of this section
shall survive the expiration or termination of this Agreement.
INSURANCE
The Seller shall procure and maintain for the duration of the Agreement, auto insurance against
claims for injuries to persons or damage to property which may arise from or in connection with
the performance of the work hereunder by the Seller, its agents, representatives, employees or
subcontractors.
No Limitation. Seller's maintenance of insurance as required by the agreement shall not be
construed to limit the liability of the Seller to the coverage provided by such insurance, or
otherwise limit the City's recourse to any remedy available at law or in equity.
Automobile Liability insurance will cover all owned, non owned, hired and leased vehicles.
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Coverage shall be written on Insurance Services Office (ISO) form CA 00 01 or a substitute form
providing equivalent liability coverage. If necessary, the policy shall be endorsed to provide
contractual liability coverage with a minimum combined single limit for bodily injury and
property damage of $1,000,000 per accident.
The Seller's insurance coverage shall be primary insurance as respect the City. Any insurance,
self insurance, or insurance pool coverage maintained by the City shall be excess of the Seller's
insurance and shall not contribute with it.
The Seller shall provide City and all Additional Insureds with written notice of any policy
cancellation within two (2) business days of their receipt of such notice.
Any payment of deductible or self- insured retention shall be the sole responsibility of the Seller.
The Seller's insurance shall contain a clause stating that coverage shall apply separately to each
insured against whom claim is made or suit is brought, except with respects to the limits of the
insurer's liability.
Insurance is to be placed with insurers with a current A.M. Best rating of not less than A:VII.
Seller shall furnish the CITY with original certificates and a copy of the amendatory
endorsements, including but not necessarily limited to the additional insured endorsement,
evidencing the insurance requirements of the Seller before commencement of the work.
XVI APPLICABLE LAW
This Agreement shall be construed and interpreted in accordance with the laws of the State of
Washington, and in the event of dispute the venue of any litigation brought hereunder shall be
Clallam County.
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MISCELLANEOUS AND SIGNATURES
This Agreement and any Change Order may be signed in separate counterparts, each of which shall be
deemed an original and all of which together will be deemed to be one original. Electronic signatures
on this Agreement or on any change Order (or copies of signatures sent via electronic means) are the
equivalent of handwritten signatures.
In acknowledgement that the parties below have read and understood this Agreement and agree to be
bound by it, each party has caused this Agreement to be signed and transferred by its respective
authorized representative.
Seller
By:lr'i'L
signature
s.
Name: Rick Dunn
Title: Senior Engineer
Phone: (503) 821 -7399
E -mail: rjdunnl@gmail.com
Date: August 8` 2012
Mailing Address:
Street: 300 N. 8 Street
City /ST /ZIP: Aumsville, OR 97325
City of Port Angeles
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Page 15
EXHIBIT A.
CUSTOMER DESIGNATED LOCATIONS
Seller will provide Services benefiting the following locations "Customer- Designated Locations
Table 3 Customer Designated Locations
Location Name Physical Addres s Types) of Service(s)
E.
City Hall 321 E 5th Street Assessment
Port Angeles, WA 98362 Design
Implementation
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