SERVICES WORK ORDER This Services Work Order (“Work Order or SOW”) is subject to all terms and conditions of the Software Services Agreement between Infor (US), Inc. (“Infor”) and _________________ (“Licensee”) with an Effective Date of January 7, 2003 (the "Services Agreement"). All terms of the Services Agreement are incorporated herein by this reference. Capitalized terms not defined in this Work Order are defined in the Services Agreement. In the event of a conflict, the terms of this Work Order control over the terms of the Services Agreement.
Effective date of this Work Order: ________________________ Work Order Number:
Prepared By: Approved By: Cris Thompson
Project Name: City of Wichita Upgrade from v7.10 to v11
Objective: Provide Infor Consulting Services to upgrade Licensee’s existing EAM v7.10 application to v11 Project Scope
- Project Preplanning and Hardware Readiness Discussion
o A call led by the Infor Project Manager with the Licensee Core Team (including a
representative from IT) to discuss scheduling, confirm scope and deliverables, and verify that minimum hardware specifications are in place prior to the upgrade itself.
- EAM 7.10 to V11 Evaluation Run –
o The Infor Technical Consultant will install Infor EAM 11and migrate the existing database
into the TEST environment.
- EAM V11 Core Team Application Overview
o Review the V11 EAM Application with the Core Team
- EAM 7.10 to V11 Business Process Review and System Configuration –
o The Infor Application Consultant will review the clients Existing EAM 7.10 Forms
Configuration and Replicate that configuration in Infor EAM 11, making allowances for User Interface and Functional changes between the versions.
- EAM Fuel Master Integration with EAM –
o Create Requirement Specification and Required Code to support the import of Fuel
Master Mileage Readings to update the Asset Meter Readings for the generation of PM Work Orders and 2 Custom Interfaces/Grids for Fuel Consumption and Truck Problem Codes.
- Advanced Report Training
o Provide 1 Week of Onsite Advance Report Training so client can develop custom reports
as needed.
- Go Live Critical Custom Interface Report Development
o Develop process to generate output files in same .DAT format to replace 6 Crystal
Reports used for outbound integration to other systems.
O Parts Withdrawal (Direct Charge Parts) O Outsourced Work
O Labor Services
O Parts Consumption Reports O Fuel Consumption without Fleet
O Fuel Consumption Fleet only
- EAM V11 End User Training
o Provide 2 2 Day End user Training Sessions
o Provide Mobile – Tablet Work Order Management Application End to End Training
- EAM 10.1.2 Production Run – (may be updated based on evaluation run)
o Based on the evaluation run, the Infor Technical Consultant will replicate the migration path from the evaluation run onto the PRODUCTION environment.
o This production run will incorporate any modifications or changes to the approach based
on the success and testing/quality assurance of the evaluation run.
o The PROD run involves system downtime that will be planned and scheduled in advance
by the Infor and Licensee teams. If nights or weekend hours are required to minimize the impact on the users, then overtime rates will apply.
o Upon completion of the PROD upgrade, the Licensee is responsible for user acceptance
testing and notifying Infor of any issues that require attention.
into New v11 Production Environment and provide Go Live Support.
- Project Management –
o A dedicated and experienced Infor Project Manager will oversee the entire scope to
ensure successful delivery of all tasks and to serve as the main point of contact with the Licensee team throughout the entire project.
- Licensee Responsibilities during the upgrade
o Licensee is responsible for hardware preparedness, resource availability, system testing,
and quality assurance after the evaluation run, notifying Infor of any issues or errors, and user acceptance testing after the production run.
Project Deliverables
Time-based deliverables to perform this upgrade are as follows:
Initiate
Implementation Services Document Development Project Manager 12
Kickoff/Alignment Meeting Project Manager 8
Initiate Subtotal 20
Design
Upgrade Pre-Planning - VM, Database Engine Upgrade, Database Upgrade Technical Consultant 8 Environment Transfer to new HW/Database Engine/Upgrade from 7.10 to 11 Technical Consultant 100 Core Team Overview - V11 Functionality Application Consultant 40 Business Process Review - Forms to EAM V11 Configuration Migration Application Consultant 64 System Planning/Design (per BPR Findings) Application Consultant 48 Update Final Design and Configuration Documentation Application Consultant 40 Functional Requirements & Mapping for Fuel Master Integrations
Technical Consultant 24 O Mileage Reads for PM Update & Release
O Fuel Consumption
O Fleet Error Code Issue Tracking
Design Subtotal 324
Build
Advanced Report Training Technical Consultant 40
Custom Interface Report Migration from Crystal to Cognos *.DAT Format –
Technical Consultant 80 O Parts Withdrawal (Direct Charge Parts)
O Outsourced Work O Labor Services
O Parts Consumption Reports O Fuel Consumption without Fleet O Fuel Consumption Fleet only
2 End User Training Sessions - 16 Hrs Each, 8 Hrs Prep Application Consultant 40
Test Case Definition Client Task
Infor EAM Mobile (Tablet –Ipad) Processing Application Consultant 40 Fuel Master Integration – 3 (1 Std/2 Custom Inbound Prompts / 1 Custom Grid) Technical Consultant 80 Conference Room Pilot - Configuration / Procedural Testing Client Task
Configuration Changes from CRP Application Consultant 24 Documentation Changes Per Test Results Application Consultant 16 Translated Report Testing & Verification Client Task 0
Build Subtotal 320
Deploy
Production Database Conversion (Week End Rates) Technical Consultant 48 Production Configuration Migration Application Consultant 40
Go Live Support Application Consultant 24
Deploy Subtotal 112
Project Management Services
Project Management Project Manager 128
Project Management Services Subtotal 128
Project Totals 904
Project Assumptions
1. Infor will uplift/upgrade client system from 7.10 to 11 by migrating database through all versions. 2. Upgrade includes upgrade Production Environment 2 – once for Evaluation and Once for
Production Go Live on latest release.
3. The costs and durations contained in this work order are estimates based on preliminary discussions with Licensee personnel.
4. This is a fixed price estimate and does not include travel and living expenses nor travel time. The task durations contained in this document are Infor’s best estimate based on our experience with similar projects. If opportunities arise for Infor to accelerate the implementation because certain tasks do not take as long as originally estimated, then we will move ahead with the subsequent tasks as we are able and the project will be delivered in less time and at less cost than was originally estimated. Should circumstances arise that result in the project tasks taking longer than anticipated or where significant changes in scope materially affect the delivery or cost of the implementation then the project change control process will be initiated.
5. Travel and living expenses and travel time for Infor personnel are not included in this estimate. All travel and living expenses will be billed as actual, and travel time will be billed at $90 per hour. 6. An Infor Project Manager will be engaged during the implementation of this project and involved up
until project closeout. Project Management effort is based upon the anticipated level of project support.
7. In order to effectively manage this project, Infor will implement the EAM Enterprise Edition application at one site in a multi-org environment that will facilitate rollout to future locations after initial go-live. Licensee will be responsible for rolling out EAM to its other sites or can request the assistance from Infor in a separate Work Order or as a Change Request to this Work Order. 8. Infor and Licensee will manage the project jointly, including activity and resource planning, and
budgetary control; provided, however, that Infor will not mange Licensee resources.
9. Infor will work with Licensee to manage change requests and control the scope of its work in an effort to meet established estimated timeline and budget objectives. Any task or deliverable not explicitly listed above is considered out of scope for this project and will require the Infor Project Manager to proceed through the Change Management process to increase the hours and costs associated with this project.
10. No specific dates have been agreed upon for this implementation. Specific dates will be
designated by the Infor and Licensee project team once the Work Order is signed and after project kick-off.
11. All work is based on an eight-hour workday for both onsite and offsite tasks. Once the project begins, an alternate work schedule may be made with the approval of the Infor Project Manager if a customer so desires.
12. Infor will provide configuration and procedural testing assistance. As used herein, the term ‘assistance’ means that Infor will provide a specified number of days toward completion of the task but the ownership, completion and accountability for task completion lies with Licensee.
13. A “no modifications” philosophy will be emphasized during the implementation to minimize costs and implementation complexities. Modifications to the general release version of the software will be considered out of scope. In the event a modification requirement is identified, the formal change request process will be initiated.
14. In order to complete the project in the most cost-effective manner, some tasks may need to be performed offsite by Infor staff members. Remote dial-in/login facilities will be required for any
offsite project resources and should be made available to Infor at the beginning of the project. Appropriate facilities will be made available to Infor consultants while onsite at Licensee offices. 15. All software modules to which the services relate have been licensed and contracted for support
and maintenance services by Licensee prior to the signature of this Work Order and subject to the terms of a separate software license agreement, to the extent such software is licensed from Infor. 16. Any EAM Advanced Modules not explicitly listed in the Project Scope and Project Deliverables are
considered ‘out of scope’ for this project.
Project Exclusions
1. Technical services outside of scope of the upgrade, such as additional customizations, new flex/KPI/Inbox/Grid/Reports, or data cleansing.
2. Any tasks not explicitly listed in the scope/deliverables above.
Infor Responsibilities
1. Infor will provide qualified consulting resources in support of the scope listed in this project.
2. The appointed Infor Project Manager will confirm the project scope and guidelines and will clearly define the partnership between Infor and the Licensee.
Licensee Responsibilities
1. The Core Project Team will be comprised of personnel from all functions to ensure that the system configuration and to-be system processes meet the needs of the entire organization.
2. Licensee Information Technology Resources will be available to assist with the implementation for the duration of the project.
3. A dedicated Licensee Project Manager will be assigned to the project to work collaboratively with the Infor project team (full-time).
4. Licensee will reasonably support, complete and timely knowledge transfer from Infor through facilitated, interactive, fully participative development, testing and validation production activities.
5. Licensee will provide a suitable, stable systems environment that will support the training and
implementation. Licensee will provide this environment through a hosting agreement outside the scope of this SWO.
6. Licensee will provide appropriate work facilities to the Infor consultants while onsite. 7. Licensee will have licensed all required software to which these services relate.
FEES
City of Wichita, KS
Infor EAM Work Packet/Tasks
Payment Schedule / Deliverables
Jan-13
Total
Duration by
Hour(s)
Proposed
Fees
Anticipated
Delivery Date
Payment @ milestone #1 - the restore of the
Evaluation V11 Database on the new Hardware
124
$24,949
2 weeks after
project start
Payment @ milestone #2 - the completion of
Core Team training on V11 and configuration
design completion at end of design phase
200
$40,240
4 weeks after
project start
Payment @ milestone #3 - completion of
Advanced Report Training & Advanced Report
Development
150
$30,180
6 weeks after
project start
Payment @ milestone #4 - completion of Fuel
Management Integration effort
150
$30,180
8 weeks after
project start
Final payment @ milestone #5 - balance at
Go-live
280
$56,336
12 weeks after
project start
Total Infor Services Proposed
904
$181,885
*All amounts are in US Dollars unless otherwise specified Estimated time and costs listed in this Work Order represent an estimate only. Actual project time and cost may vary from the estimates provided. Where a substantial variation from this Work Order is foreseen, both parties must agree in writing to the additional work and amend this Work Order accordingly. All services are provided on a time and materials basis and are billed monthly. Billing and payment are not dependent or conditioned on delivery of deliverables contemplated herein or any other deliverables. Travel and living expenses are not included in the rates or estimated fees stated herein. Such travel and living expenses are in addition to such fees. Travel time to and from Licensee’s site will be billed at $90 per hour. Overtime rates of
150% of the quoted rate apply for after hours and weekend work. “After hours work” is defined as services performed between 8:00 p.m. and 6:00 a.m. “Weekend work” is defined as services performed between 8:00 p.m. Friday and 6:00 a.m. Monday. Holiday rates of 200% of the quoted rate apply for all holiday work.
LOCATIONS: Services may be provided at the facilities of Infor or its Contractors, or at the Licensee sites listed below. A
minimum of ½ day (4 hours) will be charged for all work at the Licensee’s facilities. Remote services provided via phone, facsimile or remote access to Licensee’s site will be charged at the standard hourly rate.
PAYMENT: Infor will invoice Licensee for all services and applicable charges on a monthly basis, as Infor renders the services
or Licensee incurs the charges, as applicable. Licensee will pay each Infor invoice within fifteen (15) days of the date of invoice.
THE PARTIES have executed this Work Order through the signatures of their respective authorized representatives.
Infor (US), Inc. LICENSEE: City of Wichita, KS
Signature: ____________________________________ Signature: ____________________________________
Printed Name: Printed Name: _________________________________
Title: Title: ________________________________________
Address: Address: _____________________________________
Address: Address: _____________________________________
Signature Date: ________________________________ Signature Date: ________________________________
Invoices MUST be mailed to: Delivery Address:
If different from above
Company Name: ________________________________ Company Name: ________________________________
Contact Name: _________________________________ Contact Name: ________________________________________ Address:_______________________________________ Address: _____________________________________
Address: ______________________________________ Address: _____________________________________
Phone: _______________________________________ Phone: _______________________________________
Email Address: _______________________________ Email Address: _________________________________
Licensee Site Addresses:
____________________________ ______________________________ ______________________________
_______________________
_________________________
_________________________
SERVICES ENGAGEMENT SET UP – INTERNAL USE ONLY
Engagement Manager:CLARITY USERS
Time Approver: Alternate Approver:
Item Class: Product:
CHANGEPOINT USERS Expense & Alternate Approver:
Customer Acct #: RHQ/Business Unit:
Customer Type: Billing Office:
Region/Vertical: Location State (Work Performed):
