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HomeMy WebLinkAbout000777 Amendment (3)Gitr of Port An�el�s F24ecord #000777 W `;MONROE 0+0 ♦ PARTNERS March 6, 2014 Attorney -Client Privilege William E. Bloor City of Port Angeles 321 East Fifth Street P.O. Box 1150 Port Angeles, WA 98362-0217 RE: Mueller Contract Support Services ("Project") Dear Bill: Thank you for your request that West Monroe Partners, LLC ("WMP") submit a statement of work ("SOW") for services related to your Project. We are pleased to have the opportunity to work with City of Port Angeles ("Client" or "City") on this Project. This SOW sets forth the allocation of responsibilities, overview, services and deliverables, assumptions, team structure, and estimated timeline and services fees. This SOW is made as of March 6, 2014 ("SOW Effective Date") by and between WMP and Client, and is incorporated into and subject to the terms of the Professional Services Agreement dated September 27, 2013 between WMP and Client ("Agreement"). BACKGROUND In addition to other services, the City provides water and electric service to approximately 10,600 households and has engaged Mueller Systems to provide hardware, software and related services to implement their Advanced Metering Infrastructure (AMI) and Smart Meter Project. OBJECTIVES The City requests technical support from WMP to help resolve its contract and AMI Project issues with Mueller Systems. SCOPE OF WORK The scope of work (SOW) includes 1) participation in communications between City and Mueller Systems to clarify Mueller's intended actions to rectify their breach of contract, and 2) preparation of a briefing document for the City Council and other client -attorney inputs as requested by the City Attorney. WMP will use the Mueller response to the breach of contract (Letter dated February 24, 2014 re Mueller Systems—Demand for Cure), and its prior engagement to assess the AMI/SG project as the primary resources for its work. ACTIVITIES AND DELIVERABLES Subject to the terms of this SOW and the Agreement, WMP will provide Services related to the following activities, and document its completion of these activities in the identified Deliverables. The Project consists of four primary activities: Reproduction and distribution without © 2006- 2013 West Monroe Partners, LLC prior consent prohibited. Page 1 of 4 Proprietary and confidential Rev 100108 westMONROE PARTNERS - Analyze the written response from Mueller regarding breach of contract and assist the City in defining its reply - Outline and assess alternative courses of action for City going forward given Mueller's response to breach of contract Provide technical support to the City in its communications with Mueller Systems Participate in City briefing to the Executive Committee of the City Council The Project Deliverables are a PowerPoint deck to brief the Executive Committee of the City Council, and other written inputs as requested by the City in preparing its response to Mueller Systems. TIMELINE The Services pursuant to this SOW are estimated be performed during the period starting March 7, 2014 thru March 28, 2104. PROJECT STAFFING The following WMP roles will perform the Services pursuant to this SOW. Tom Hulsebosch will serve as Executive Sponsor and David South as the Project Manager. For the City of Port Angeles, William Bloor will serve as Project Sponsor and Heidi Greenwood as plenipotentiary. The following WMP roles are defined in relation to the Project. Reproduction and distribution without © 2006- 2013 West Monroe Partners, LLC prior consent prohibited. Page 2 of 4 Proprietary and confidential Rev 100108 Executive Sponsor 0 Is the assigned senior lead for the project • Provides project oversight, supporting the WMP Project Manager • Serves as SME for utility operations • Provides QA for WMP deliverables Project Manager • Serves as primary WMP contact in association with this Project • Coordinates WMP personnel participation • Serves as first point of contact for WMP contractual commitments and deliverables. • Project SME to the Project for Project Management Assessment Applications Integration SME 0 Provides technical assessment of AMI data quality and data integration process and approach • Serves as SME for AMI business systems integration and controls PM SME • Serves as SME for Project Management, utilization of AMI within business, utility business operations and systems AMI & Telecommunications SME Provides technical assessment of AMI and Smart Meter solution performance • Serves as SME for AMI metering and telecommunications infrastructure Reproduction and distribution without © 2006- 2013 West Monroe Partners, LLC prior consent prohibited. Page 2 of 4 Proprietary and confidential Rev 100108 westMONROE ■ ♦ ■ PARTNERS The following Client roles are to be engaged during this Project: ASSUMPTIONS This SOW is based on the following assumptions. Changes to the assumptions, the inclusion of additional assumptions, or changes to any of the terms of this SOW, will impact the estimated fees and schedules. This SOW will be executed promptly. 1. If changes to the SOW are identified and/or requested by Client or WMP during the course of the Project, a Change Order will be mutually agreed upon and executed by Client and WMP detailing the necessary scope modification and, if applicable, revisions to the WMP resources, associated fees, and like changes. 2. Client will provide WMP with reliable, accurate and complete information as required. 3. Client will make timely decisions and obtain required management approvals, all consents, and/or licenses necessary from third parties required for WMP to perform its obligations in this SOW. 4. Client will retain responsibility for its compliance with all applicable federal, state/provincial and local laws and regulations. 5. WMP will be entitled to rely on all Client decisions and approvals made in relation to this SOW and nothing in the SOW will require WMP to evaluate, advise on, modify, confirm, or reject such decisions and approvals. 6. Client will accept Deliverables if they materially conform to the specifications set forth in this SOW. Should a Deliverable not materially conform to the specifications set forth in this SOW. Client will notify WMP immediately of this non-conformance in reasonable detail. WMP will respond promptly, based on the severity Reproduction and distribution without © 2006- 2013 West Monroe Partners, LLC prior consent prohibited. Page 3 of 4 Proprietary and confidential Rev 100108 COPA Project Sponsor . Serves as owner of the Project and its results • Coordinates communications with the City leadership and City Council • Provides cross -departmental coordination and issue resolution with the City • Serves as primary COPA point of contact for contractual issues and City commitments Key Stakeholders a Represents the various internal organizational groups or external that participate in the AMI Project or are affected by the results of the AMI Project • Authorized to make decisions with regard to group represented • These roles includes vendors supplying products and services to the AMI and Smart Meter Project COPA Project Manager 0 Serves as COPA's primary contact in association with this Project • Coordinates COPA personnel and vendor participation in the assessment process • Coordinates access and use of City facilities, as may be required. Technical & Functional Leads & . Subject matter experts priding expertise with regard to the products, SMEs systems, business processes, resources and information required during the assessment. ASSUMPTIONS This SOW is based on the following assumptions. Changes to the assumptions, the inclusion of additional assumptions, or changes to any of the terms of this SOW, will impact the estimated fees and schedules. This SOW will be executed promptly. 1. If changes to the SOW are identified and/or requested by Client or WMP during the course of the Project, a Change Order will be mutually agreed upon and executed by Client and WMP detailing the necessary scope modification and, if applicable, revisions to the WMP resources, associated fees, and like changes. 2. Client will provide WMP with reliable, accurate and complete information as required. 3. Client will make timely decisions and obtain required management approvals, all consents, and/or licenses necessary from third parties required for WMP to perform its obligations in this SOW. 4. Client will retain responsibility for its compliance with all applicable federal, state/provincial and local laws and regulations. 5. WMP will be entitled to rely on all Client decisions and approvals made in relation to this SOW and nothing in the SOW will require WMP to evaluate, advise on, modify, confirm, or reject such decisions and approvals. 6. Client will accept Deliverables if they materially conform to the specifications set forth in this SOW. Should a Deliverable not materially conform to the specifications set forth in this SOW. Client will notify WMP immediately of this non-conformance in reasonable detail. WMP will respond promptly, based on the severity Reproduction and distribution without © 2006- 2013 West Monroe Partners, LLC prior consent prohibited. Page 3 of 4 Proprietary and confidential Rev 100108 PARTNERS and complexity of the non-conformance, to correct the non-conformance. If Client fails to notify WMP of any material non-conformance within five (5) days after delivery, or unreasonably delays, then the Deliverable will be considered accepted by Client no later than the fifth (5th) day after delivery. LOCATION OF SERVICES Work pursuant to this SOW will be performed at WMP offices in Chicago, IL. PROFESSIONAL ARRANGEMENTS The Services will be performed on a time & materials basis, plus expenses. Services Fees will not exceed $20,000. Expenses will be billed as incurred. WMP will invoice Client for actual service fees incurred, but not to exceed $20,000, upon completion of engagement or March 28, 2014. Expenses will be invoiced with the Service Fee invoices. Please indicate your agreement with these terms by signing and returning this SOW on or before March 10, 2014 to enable WMP to manage our resources and business. These terms are not valid if WMP doesn't receive this signed SOW by such date. This SOW may be executed in one or more counterparts and/or by facsimile or electronic submission, each of which will be deemed an original and all of which signed counterparts, taken together, will constitute one instrument. WMP looks forward to working with you on this important project. Thank you for giving WMP this opportunity to be of service to your firm. If you have any questions please do not hesitate to contact me at 312.980.9401. Very truly yours, West Monroe Partners, LLC By: Thomas G. Hulsebosch Managing Director, Energy & Utilities West Monroe Partners, LLC Agreed and Acknowledged by: C o rt Angeles Authorized Signature QanKJ n-tc ,.'y a Cil iytc Printed Name and Title Date Reproduction and distribution without © 2006- 2013 West Monroe Partners, LLC prior consent prohibited. Page 4 of 4 Proprietary and confidential Rev 100108