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C2010-397 - 10/26/2010 - Approved
r '. ~~~ City of Corpus ChristilCitagus Statement of Work SOW #2 September 17, 2010 7`he described services in fhis Statement of Work are subject to the provisions of the exisfing Consulting Services Agreement between the City of Corpus Christi (the City and Citagus Software {USA}, Inc. {"Citagas") dated March ~?, 2009. The term of this SOW is defined under the Fees and Term section below. Summary Description of Services: Citagus will provide the PeopleSoft Financials 9.0 Upgrade as described in the attached Proposal and SOW provided by the City (icons at bottom. of this document). Scope: This will be an upgrade of the code as delivered (un~customized) plus porting of changes made to Project Costing and the PO Workflow only. Only the objects listed in the attached "CCC Custom Objects for Retro-Fitting" file is in the scope for retro-fitting to release 9.0. The list includes both the application. designer and file-server objects. If there are additional objects that are to be ported to release 9.0, that effort will be charged on time and material basis. Network Access • The City will provide all necessary database and application access to Citagus via secured VPN access. • Citagus will only use approved, granted City network access to complete the specific work assigned and will respect the security rules of the access granted at all tunes. Fees and Term of SOW # o The total budgeted cost for this upgrade is 150,000.00 o The Fixed Fee ammount for the work described herein is $123,000.00 o There is act additional amount of $27,000 that is available for use upon the written signed request from the City Director of Municipal Information Systems, on a time and materials basis for the hourly rates included in the Proposal as is needed for unexpected clean-up and work that may arise ant of the Upgrade effort. Rate is all inclusive of travel and living expenses for the onsite resource Duration is expected to be up to 18 weeks onsite with an additional 4 weeks post production Zola-397 M2010-26rd vvrthin 30 days of invoicing which is done monthly -once we have a start 10/26110~'s to reflect equally billed months across the 18 weeks. The entire FF amount Citagus Software -~ Customer Initials: Citagus Initials: ~ ~3,~9 iFage 1 f~~~~~ ,~^ 4~'~ is billable to customer regardless of actual hours/effort required. The T&M hours are only billed if worked. • Timesheets will be provided weekly with details of work performed • No changes may be made to fees without written consent of City Director of Municipal Information Systems. Assumptions: • Citagus' estimates are based on the SOW provided by the City of Corpus Christi attached to this SOW. Deviations that arise during the project discussions will be managed via a "change control" mechanism, and may result in adjustments to the Project Scope, Estimated Schedule, Charges and other terms. These adjustments may include charges on a time and materials basis using Citagus' standard rates in effent for any resulting additional work or waiting time • The designated User Acceptance Testing team would be made available to the upgrade team: during the initial customization review sessions • The designated User Acceptance Testing team is available for 4 weeks during initial pass and 1 week each during the subsequent passes and complete one full round of testing. If there is a delay in UAT completion, 6y more than 4 weeks from the scheduled completion of the UAT phase due to non-availability of the User Acceptance Testing team or lack of spending enough time to complete the UAT, Citagus will be eligible to invoice the City for the UAT completion milestone • The database administrator and PeopleSa$ Environment administrator would be available for some period outside the normal working hours, in case if the remote team is setup outside the US central time. • There is neither database nor PeopleTools upgrade as part of this project. It's only the PeopleSoft Finance application upgrade from the current $.8 release in City to Release 9.0 • The following productivity tools will be used for this project: * MS Project ^ MS Office ^ MS Visio • City will provide dedicated space and facilities (e.g., desks, phones, hardware, software, LAN access, laser printers, and fax) for the project team for the duration of the project • City should provide a desktop to the Citagus consultant for performing work responsibilities or allow the Citagus consultant to use his/her laptop with connection to Customer network. • City will provide the team with key information regarding the current business environment, IT environment and application architecture Customer Initials: Citagus Initials: ,~ ~3,~ Page 2 .. ~.~~~ ~ • City will make relevant documentation, analyses and other infornnation available to the project team in a timely manner as required The City should provide the following: o A Project Manager or Coordinator from the customer side who will be the single point of contact for Citagus and who will be responsible for obtaining all approvals, arranging Steering Committee Meetings and other meetings with business process owners o VPN connection for Citagus resources working from offsite o Local Copy of Software and Database to be used to minimize the downtime in case there are issues with VPN connectivity o Project Management and Steering Committee guidance in support of scope, issue, and resource management o A list of user champions far the processes, who will represent the user community. There could be more than one champion for a process based on the business functions. All of them should to be identified before the Structure phase of the project begins o Business process knowledge to implement, review the processes and test results, facilitate development of business scenarios, and assess training Content o Functional knowledge on relevant system to be interfaced with, if any o Citagus will not be held responsible for project delays due to issues that are not in Citagus' control including facility ~.nd infrastructure issues, unavailability of software and hardware, software licensing issues, unavailability of required customer personnel, data quality, lack of responsiveness on the part of the City personnel, etc. If the go-live date is postponed due to any such reason beyond 30 calendar days, Citagus may charge the City on a Time & Material for all additional effort o Citagus may use proprietary tools to perform Citagus responsibilities in this Statement of Work, which will remain the property of Citagus Customer Initials: Citagus Initials: Q ~3.z~9 Page 3 r 7 ~i t ~~ '~ !ul Con#ac#s: City of Corpus Christi Contact: Gloria Posada Phone: 3b1-826-3644 Email: gloriap@cctexaS.COm Citagus Contact: Lynn Duffy Phone: 404-226-6225 Email: lynn duffy@citagus.com Signa#ures: AGREED: Citagus Software_(U5A), Inc (Sign~re) UV ~ Lvnn ffv _. _. (Name) Vice President. Qperations _ (Title) ~o~~ ~,?7 ~~ C ate) Attachments: ~ ~ O_a ~P~ AUTH~RtI~D ~Y C~U~'Cjl ...~~~~ fQ ~~ D « . .......... ..,,..~~,,y.,,. ~1.. SICK ARY ~. AGREED: City o#~Corpus Christi ,~ ~,~, ~'`~?, Upgrade SOW July 9.0 FI Upgraded CCC Custom pbjects z010.pdf Corpus Christi RFQ Rdor retro-Fitting 9 Upc ~~•. Customer Initials: Cltagl]S II1ltlal5: pppraved as to corm: ~ • `~" r i ~~ _._.- Lisa Agul a Assistant City Attorney for City Attorney Af~MAiUgO CI~pA. CITY SECREtA~" aeatit~ i3, aoo9 Page 4 {Title) " v D 0 (Date} s'~ ;'~ Object Type Object Name O~JfrC'NALUI"e2 dBJECTVALUE3 4BJ~CTYpLUE4 Records CCC_ACT_EXS Records CCC AC7 TMP Records CCC_BATCH APAET Records CGC_BATCH_POAET Records CCC_BATCH_RNCNT Records CCC_BATCH TMP Records GCC_BTUSR TMP. Records CCC BUDCHNG_VW Records CCC BUDINTG_LOG Rewrds CCC BUD_CNT_AET Records CCC SUD~INTG~VW Records CCC BUD~INT_AET Records CCG BUD~INT TMP Retards CCC_BUD_INT WRK Records CCG BUD PLN AET Records CCC_BUD_RUNCNTL Records CCC_CASHFL_RUN Records CCC_CHL TMP Records CGG_CP_TMP_REC Records CCC_CShiFLW RPT Records CCC_ENGDEPT VW Records CCC_FNDMAP_HDR Records CCC_FNDiVfAP_WRK Retards CCC FNDNTF DTL Retards CCC_FNDNTF EFF Records CCC FNDPRP VW Records CCC_FNDSRC VW Records CCC_FND ACTV_VW Records GCC_FUNDMAP VW Records CCC_FUNDSRC VW Retards CCC_FUND_GRP VW Records CCC MWBE TBL Retards CCC POAPPR_WRK Retards CCC_POBHTNEP Records CCC_POEMAILUSER Records CCC PONTF TMP Records CCC_PONY TMP Records GCC_POUSR_TMP Records CCC_PO APPR Retards CCC_PO APP_ARCH Retards CCC_PO_COMM VW Records CCC PO VNDRiVAME Records CCC_PRAC_AET Retards CCC PRCON_AET Records CCC PRCON TMP Records CCC PRCSRNL TBL Records CCC_PRCTR TMP Records CCC_PRfNTTMP Records CCC PRJBD RUN Records CCC_PRJBD_TMP Records CCC_PR,IENG_VW Records CCC_PRJ_EXS Records CCC PRJ SELTM Records CCC_PRJ TMP Records CCC_PRM_TMP Records CCC PROCESS AUD Retards CCCPROJECT VW Records CCG PRUSR TMP Records CCC_RECNT TMP Records CCC RECVR APAET Records CCC RECV TMP Records CCG REPUS_TMP Retards CCCREUSR TMP Records CCC_ROL_EMAILVW Records CCG_RPT_ALT RUN Records CCC_RPT AL7 7MP Records GCC RPT PRJCL R Records CCC_RPT_PRJMWB Records CCC_RUN_EXRET Records CCC_RUN_PRJEXP Records CCC_RUN_PRJPYM Records CCC SUBCNMP CON Records CCC_SiIBCNMP_PRJ Records CCC_SIIBCNMP_VEN Records CGC_SUBCONI WRK Records CCC_Sl16CON2_WRK Records CGC_SUBGON_WDR Records GCC TIME_GI_AET Records CCCTIME_ENT_VW Records CCC TIM GNT AET Records CCC TIM_RUNCNTL Records CCCTME INTF RC Records CCC THE ENZ AET Records CGC THE ENT LOG Records CCC THE TMP Records CGC TODO_AI,IDET Records CCC_VGWR TMP Records PC_INTF_AET Records PR ACTIVETY_VW Records PR_PCATTYPE_VW Retards PR_PCATVAL_VW Records PR PROGRAM VW Retards PR PROJCODE VW Records PR_PROJECT VW Records PR PROJECT VW2 Records PR_PROJPCAT VW Records PR~PRWBS VW Records PR_TASK_VW Retards PR UDF VW Fields CCG ACTION FLAG1 Fields CCC ACTION FLAG2 Fields CCC_ACTIQN_FLAG$ Fields CCG BOND SERIES Fields CCC BAND TYPE Fields CCG COPY FNDPB Fields CCC FUND CD Fields CGC FUND DEPT Fields CCC FUND GROUP Fields CGC FUND PROPST Fields CCC FUND 50URCE Fields CCC FUND 5RC CAT Fields CCC MWBE PER Fields CCC PO NOTIFY Fields CCC PRJCATG ID Fields GCC PRJCATG TYPE Fields CCC PRJCATTYPE ID Fields CCC PRJCAT DESCR Fields CCC PROJ ID Fields GCC REC NOTIFY Fields GCC SUBCON CLASS Fields CCC SUBCQN ID Fields GCC WB5 ID Fields VNDR TYPE Transla#e Values GGC ACTION FLAGi F 1900-D1-01 Translate Values CCC ACTION FIAG1 P 1900-01-01 Transla#e Values CCC ACTION FLAG2 F 1900-01-01 Translate Values CCC ACTION FLAG2 P 1900-01-01 Translate Values GCC ACTION FLAGS F 19DD-01-01 Translate Values CCC ACTION FLAGS P 1900-01-01 Transla#e Values GCC BOND TYPE GQ 1900-01-Oi Translate Values CCC BOND TYPE CPP 19DD-01-01 Translate Values CCC BOND TYPE GO 1900-01-01 Translate Values CCC BOND TYPE LGO 1900-01-01 Translate Values GCC BONR TYPE MCO 1900-Di-01 Translate Values CGG BOND TYPE NT 1900-01-01 Translate Values GCC BOND TYPE REV 1900-01-01 Translate Values CCG BAND TYPE 5TX 1900-01-01 Translate Values CCC BOND 'TYPE Tll` 1900-01-Oi Translate Values CCC BOND TYPE UCO 1900-01-D1 Translate Values CCC FUND GROUP AIR 1900-01-07 Translate Values CCG FUND_GROUP AMB 1900-01-D1 Translate Values CCC FUND_GROUP AG1U 1900-01-01 Translate Values CCC FUND_GROUP ARN 1900-01-01 Translate Values CCC_FUiVD_GROUP BBL 1900-01-01 Translate Values GCC FUNb_GROUP BFR 1900-01-01 Translate Values CCC FUND_GROUP CNL 19D0-Oi-01 Translate Values CCC FUND_GROUP CIT 1900-01-D1 Translate Values GCC_FUND GROUP CNV 1904-01-01 Translate Values CCC_FUND_GROUP COM 1900-01-01 Translate Values CCC FUND_GROUP DEV 19D0-Di-Di Translate Values CGC_FUND_GROUP FIR 1900-01-01 Translate Values CGG FUND GROUP GAS 1900-01-01 Translate Values CCG FUND_GROUP GOL 1900-Oi-01 Translate Values CCC FUND_GROUP MLT 1900-01-01 Translate Values GCG_FUND_GROUP LFL 1900-01-01 Translate Values CCC_FUND GROUP LIB 19DD-01-Di Translate Values CCC_FUND_GROl1P MAR 190D-01-01 Translate Values CCC_FUNb_GROUP MU5 19DD-01-Di Translate Values GGC_FUND GROUP PCR 1900-01-01 Translate Values GCG_FUND_GROUP POL 1900-Di-01 Translate Values CCC_FUN© GROUP PRK 1900-D1-01 Translate Values CCC_FiiNd GROUP STM 19DD-01-01 Translate Values CCC_FUND GROUP STR 1900-01-01 Translate Values CCC_FUND GROUP 5WL 1900-01-01 Translate Values CCC_FUND GROUP WTR 1900-D1-01 Translate Values CCC FUND GROUP WWT 1900-01-01 Translate Values CCC_FUND_SRC CAT BD 1900-01-01 Translate Values GCC_FUND_SRCGAT GR 1900-01-Di Translate Values CCC FUND_SRCCAT MS 1900-01-Di Translate Values CCC FUND_SRC GAT OP 19D0-01-01 Translate Values CCG FUND_SRC_CAT OT 19D0-01-41 Translate Values CCC SUBCON_CLASS N 1900-01-01 Translate Values CCG_SUSCON_GLASS O 1900-01-Di Translate Values GGC SUBCDN_CLASS P 1904-01-41 Translate Values CCC_SUBCON_GLASS R 190p-01-01 Translate Values CCC_SUBCON_CLASS S 1900-D1-D1 Translate Values CCC_SUBCON_CLASS T 19DD-01-01 Translate Values CCC_SUBCON_CLASS W 1900-01-01 Translate Values PO_TYPE CON 19D1-01-0f Translate Values PO_TYPE ENG 1901-Oi-Ot Translate Values VNDR_TYPE N 1900-01-01 Translate Values VNDR_TYPE O 1900-Oi-01 Translate Values VNDR~TYPE P 1900-01-01 Translate Values VNDR_TYPE R 1900-p1~01 Translate Values VNDR_'TYPE S 1900-D1-D1 Translate Values VNDR_TYPE T 1900-01-01 Translate Values VNDR TYPE W 190D-Oi-01 Pages CGC_BUQ RUN_PG Pages CCC_CPFNDCD_PG Pages CCC_FNDDTL MAP_PG Pages CCC_PONOTIFY PG Pages CCCWPO ATTACH Pages CCC_REPRT AL RET Pages CCC_REPRT C5H_FLW Pages CCC_REPRT EX DET Pages GCG_REPRT_EX RET Pages CCG REPRT PfiJ_BUD Pages CCC_REPRT_PRJ_GLO Pages CCC_REPRT PRJ_MWB Pages CCC_REPRT_PRJ_PYM Pages CCC_SUBCON WiJR_PG Pages CCC_StIBCON_MAP_PG Pages CCC TIM RUN_PG Pages PC_BIJD DETAIL2 Pages PC_BUD GENERAL Pages PC_PROJ_USER Pages PO_APPROVAL AMT Pages PO APPROVAL_CHRT Pages PO APPR SBP Menus CCC_CUSTOMIZATIONS Components CCC_BUD_RUN_CMP GBL Components CCC_FNDDTL CMP GBL Components CCC NOTIFY CMP GBL Components CCC_REPRT AL~RET GBL Components CCC_REPRT CSH FLW GBL Components GCC_REPRT EX DET GBL Components CCC_REPRT EX_RET GBL Components CCC_REPRT PRJ_BUD GBL Components CCC_RE;PRT PRJ_CLO GBL Components CCC_REPRT PRJ_MWB GBL Components CCC_REPRT PR,!_PYM GBL Components CCC SUBGONMAP GM GBL Components CCC SUBCON_GMP GBL Components CCC TIM_RUN CMP GBL Rewrd PeopleCad CCC_BATCH ~iNCNT OPRI!) FieldDefault Record PeopleGod CCC BUDINTG_LDG PROJECT iD FieldFormu[a Record PeopleGod CCC_BUD_RUNCNTL DPRID FieldQefautt Record PeopleCad CCC GASHFL RUN CCC ACTION_FLAG1 FieldChange Record PeopleGod CCC GASHFL RUN CGC_ACTEDN FLAG1 Rowtnit Record PeopleGod CCC GASHFL RUN CCC_AGTiON FLAG2 FieldChange Record PeopfeCod CCC GASHFL RUN GCC ACTIDN_FLAG2 Rowtnit Record PeopfeCod CCC CASHFL_RUN CCC_FUND PRDPST FieldChange Record PeopleGod CCC GASHFL RUN GCG_FUND PRDPST Rowtnit Record PeopleGod CCC GASHFL RUN GCC FUND SOURCE FieldChange Record PeapleCod CCC_CASHFL RUN CCC_FUND_SOURCE Rowlnit Record PeopleCod CCC CASHFL_RUN CCC 1`UND_SOURCE SaveEdit Record PeopleCod CCC_CASHFL_RiJN OPRID Feld Default Retard PeopleCod CCC FNDMAP_WRK CANCEL_PB FieldChange Record PeopleCod CCC_FNDMAP WRK CCC_COPY_FNDPB FieldChange Record PeopleCod CCC_FNDMAP~WRK HTMLARI"A Rowlnit Record PeopleCod CCC_FNDMAP_WRK OK_PB FieldChange Record PeopleCnd CCC~FNDMAP_WRK SEARCH_Pf3 FieldChange Record PeopleCod GCG_POAPPR_WRK CGC_FUND_SOURCE Rowlnit Record PeopleCnd CCC~PO VNDRNAME NAME1 Rowlnii Record PeopleCod GCC_RPT PRJCL R OPRID Rowlnit Rewrd PeapleCod GCC_RPT PRJMWB OPRID FieldDefault Record PeapleCod CCG_RUN_EXRET END DT SavePreChange Record PeapleCod CCC_RUN_PRJPYM PARENT NODE SaveEdit Record PeapleCod GCG SUBCNMP_CON AMOUNT FieldChange Record PeopleCod CCC $UBCNMP_CON AMOUNT Rowbelete Record PeopleCod GCC SUBGNMP_CON AMOUNT Rowlnit Record PeopleCod CCC SUBCNMP_CON CCC_SUBCON_ID FieldEdit Record PeopleCnd CCC TIM_RUNCNTL OPR1D FieldDefault Record PeopleCod CCC TME_INT LOG PROJECT ID FieldFormula Record PeopleCod COMMENT SBR COMMENT_ID FieldDefault Record PeopleCod GOMMENT SBR SQURCE FROM SavePreChange Record PeopleCod DISTRIB_LINE ACCOUNT SaveEdit Record PeapleCod FUNCLIB_PO COPY_PO FieldFormula Record PeopleCod PC_BUD_DETAIL ACTIVITY 1D SaveEdit Record PeopleCod PC_BUD_WRK FINALIZE_SW FeldChange Record PeopleCod PC_BUD_WRK FUNCLIB FieldFormula Record PeapleCod PC TREE AET TREE NODE FLAG FieldFormula Record PeopleCod PO_APPROVAL APPR_ACTION SaveEdit Record PeopleCnd PO APPROVAL APPR ACTION SavePostChange Record PeopleCod PO APPROVAL APPR_ACTION Workflow Record PeopleCod PO COMMENTS COMMENT TYPE Rowlnit Record PeopleCod PO_HDR BUSINESS_UNIT SaveEdit Record PeopleCod PO_HDR PO ID Rowlnit Record PeopleCod PD HDR PO Ib SavePostChange Record PeopleCod PO_HDR PO_ID SavePreChange Recnrd PeopleCod PO_HDR PO_STATUS SavePreChange Record PeopleCod PO_HDR PO_TYPE FieldChange Recnrd PeopleCod PO HDR PO TYPE FieldEdit Record PeopleCod PO HDR PO_TYPE Rowlnit Record PeopleCod PO LINE DISTRIB ACCOUNT SaveEdit Record PeopleCod PO_LINI=_DISTRIB DISTRIB_LINE_NUM SavePreChange Record PeopfeCod Pa LINE SHIP MERCHANDISE_AMT SavePreChange Record PeapleCod PO_MISG_WRK FUNCLIB FieldFormula Queries CCC PRJ EXP SUM Queries CGC PRJ REPORT PY Queries CCC RET PAY RPT Business Prooesse Purchase Order Approvals Activities PO Amount Approvals Activities PO CWARTFIELD APPR Activities PO GhartField Approvals Role CCC_ENGPO APPROVE Role CCG_ENG_PROJ ADMIN Rote GCC_PRGREATE_NOTF RotE CCC PROJ BUD Role CCC_PROJ_FINANGE Rgle CGC_PROJ_INQUIRY Process Definitions Applicatien Engine CCC BUDlNTG Process Definitions Application Engine CGC_POAPPNOT Process Definitions Application Engine CCC_POBTH_AE Process Definitions Application Engine CCC_PO_DTLAE Process Definitions Application Engine GGC_PRAC_INT Process Definitions Application Engine CCC_PRJ CONV Process Definitions Application Engine CCC_REC_DTAE Process Definitions Application Engine CCC TIMEINTG Process Definitions Crystal CCCPEXDT Process Definitions Crystal CCCPRJPY Process Definitions Crystal CGCRETPY Process Definitions 5flR Report CGGALRPT Process Definitions 5QR Report CCCMWBEI Process Definitions SQR Report CCCPRBUD Process Definitions SflR Report CCCPRCLO Process Definitions SflR Report CCCSWFLW Message Catalog E 20000 1 Corpus Christi Custom Message Catalog E 20044 10D Corpus Christi Custom Message Catalog E 20000 101 Corpus Christi Custom Message Catalog E 20000 102 Carpus Christi Custo Message Catalog E 20000 103 Corpus Christi Custom Message Catalpg E 20000 104 Corpus Christi Custom Message Catalog E 20000 105 Corpus Christi Custom Message Catalog E 24040 106 Corpus Christi Custom Message Catalog E 20000 147 Corpus Christi Custom Message Catalog E 20000 108 Corpus Christi Custom Message Catalog E 2Q040 109 Corpus Christi Custom Message Catalog E 20000 1 ill Corpus Christi Custom Message Catalog E 20000 111 Carpus Christi Custo Message Catalog E 20000 112 Carpus Christi Custom Message Catalog E 24000 113 Corpus Christi Custom Message Catalog E 20000 114 Corpus Christi Custom Message Catalog E 20000 115 Corpus Christi Custom Message Catalog E 20000 116 Carpus Chris#i Custom Message Catalog E 20000 117 Corpus Christi Custom Message Catalog E 20000 11$ Corpus Christi Custo Message Catalog E 20000 i 19 Corpus Christi Custo Message Catalog E 20000 120 Carpus Christi Custom Message Catalog E 20000 121 Corpus Christi Custom Message Catalog E 20DDD 122 Corpus Christi Custom Message Catalog E 20000 123 Carpus Christi Custom Message Catalog E 20000 124 Corpus Christi Custom Message Catalog E 20000 125 Corpus Christi Custom Message Catalog E 20D00 126 Corpus Christi Custom 5QL Object CCC_BUDCHNG VW 2 SOL Object CCC_BllDfNTG MAIN C 1 SQL Object CCC_BUDINTG MAIN C 1 SQL Object CCC_BUDINTG MAIN l 1 SQL Object CCC_BUDfNTG MAIN P 1 SQLObject CGC_BUDINTG MAIN P 1 SQL Object CCC_BUDINTG MAIN S 1 SQL Object CCC_BUDINTG MAIN U 1 5QL Object CCC_BUDINTG WRAPN 1 5QL Object CCC_BUD_INTG_VW 2 SQL Object CCC 8UD_INT PER10D 0 SQL Object CCC_ENGDEPT_VW 2 5QL Object CCCrFNDPRP_VW 2 SQL Object CCC_FNDSRC VW 2 SQL Object CCC_FND ACTV VW 2 SQL Object CCC_FUNDMAP_VW 2 SQL Object CCC_FUNDSRC_VW 2 SQL Object CCC_FUND GRP_VW 2 5QL Object CCC_POAPPNQTemailap 1 SQL Object CCC_POf3TW AEMAIN 1 SQL Object CCC_POBTH AEMAEN 1 SQL Object CCC POBTH AEMAEN 1 SQL Object CCC_POBTH_AEMAtN 1 SQL Object CCCPOBTH AEMAEN 1 SQL 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CCG PO_DTLAEMAIN 1 SQL Object CCC_PO_DTLAEMAtN 1 SQL Object CCC_PO_DTLAEMAIN 1 SQL Object CCC_PO DTLAEMAIN i SQL Object CCC_PO DTLAEMAIN 1 SQL ObjecE CCC_PO DTLAEMAIN i 5QL Object GCC_PO DTLAEMAIN 1 SQI.Object CCC_PO_DTLREMAIN t SQL Object GCC_PD_DTLAEMAIN 1 5QL Object CCC_Pp_DTLAEMAIN 1 SQL Object CCC_PRAC_WTACTEVI 1 SQL Object CCC_PRAC_INTACTTRE i SQL Object CCC_PRAG_INTACTTRI= 1 SQL Object CCG_PRAC_INTACTTRE 1 SQL Object CCC_PRAC_INTACTTRE 1 SQL Object CCC_PRAC INTCRPRJT 1 SQL Object CCC_PRAC_INTMAIN 1 SQL Object CCG_PRAC_WTMAIN 1 5QL Object CCC_PRAG_INTMAIN 1 5QL Object CCC_PRAC_INTMAIN 1 SQLObject CCC_PRAC_INTMAIN 1 SQL Object CCC_PRAC_INTMAIN 1 SQL Object CCC_PRAC_INTMAIN 1 SQL Object CCC_PRAC_INTMAIN I 1 SQL Object CCC_PRAC INTMAIN I 1 SQL Object CCC_PRAC INTMAIN I 1 5QL Object CCC_PRAC INTMAIN 1 SQL Object CCC_PRAG INTMAIN 1 5QL Object CCC_PRAC_INTMAIN 1 SQL Object CCC_PRAC_INTMAIN 1 SQL Object CCC_PRAC_INTMAIN 1 SQL Object CCC_PRAC_INTMAIN i SQL Object CCC_PRAC_INTMAIN 1 5QL Object CCC_PRAC INTMAIN 1 SQL Object CCC_PRAC_INTMAIN i SQL Object CCC_PRAG INTNEWAC i SQL Object CCC_PRAC_INTNEWAC 1 SQL Object GGC PRAG_INTNEWAC 1 SQL Object CCC_PRAC_INTNEWAC 1 SOL Object CCC_PRAC_INTNEWAC 1 SQL Object CCC_PRAC_INTNEWAC 1 SQL Object CCC_PRAC INTNEWAC 1 SQL Object CCC_PRAC_INTNEWPR 1 SOL Object GCC_PRAC,~INTNEWPR 1 SQL Object CCC_PRAG_INTNEWPR 1 SQL Object CCC_PRAC_IiVTNEWf'R 1 SQL Object CCC_PRAC_INTNEWPR 1 SQL Object CCC_PRAC_INTNEWPR 1 SQL Object CCC_PRAC INTNEWPR 1 SQL Object CCC_PRAC_INTUPDACT 1 SQL Object CCCTPRAC INTUPDACT 1 SQL Objeo# CCC_PRAC_INTUPDACT 1 SQL Object CCC_PRAC_INTUPDACT 1 SQL Object CCC PRAC_INTUPDACT 1 SQL Object CCC DRAG INTUPDPRJ i SQL Object CCC PRAC_INTUPDPRJ 1 SQL Object CCC PRAC_INTUPDPRJ 1 SQL Object CCC PRAC_INTUPDPRJ 1 SQL Object CCC PRAC_1NTUPDPRJ 1 SQL Object CCC PRAC 1NTUPDPRJ 1 SQL Object CCG PRAC_iNTUPDPRJ 1 SQL Object CCC PRACINTUP^PRJ 1 SQL Object CCC PRACINTUPDPRJ 1 SflL Object CCC_PRAC INTUP^PRJ 1 SQL Object CCC PRAC INTUPDPRJ i SQL Object CCC PRAC_INTUPDPRJ 1 5QL Object CGC_PRAC_INTUP^PRJ 1 SQL Object CCC_PRAC INTUPDPRJ 1 SflL Object CCC PRACINTUPDPRJ 1 SQL Object CCCPRAC_INTUPDPRJ 1 SflL Object CCC_PRAC_INTUPDPRJ 1 5QL Object CCC_PRJENG_VW 2 SQL Object CCC PRJ~CONVActiviryl 1 SQL Object CCC_PRJ_CONVMAIN 1 SQL Object CCC_PRJ_CONVMAIN 1 5QL 06ject CCC_PRJ_CONVMAIN 1 SQL0bject CCC_PRJ_CONVMAIN 1 SQL Object CCC_PRJ_CONVMAIN 1 SQL Object CCG_PRJ_GONVMAIN 1 SQL Object CCC_PRJ_CflNViUTAIN t SQL Object CCC_PRJ_CONVMAIN 1 5QL Object CCC~PRJ_CONVMAIN 1 5QL Object CCC_PRJ_CONVMAIN 1 SflL Object CCC.~PRJ_CONVUpdPrT i SQL Object CCG_PRJ_CONVUpdPrT 1 5QL Object GCC_PRJ_CO1VVUpdPrT 1 SQL Object CCC ~'RJ_CONVUpdPrT 1 SQL Object CCC_PROJEGT VW 2 SQL Object CCC_REC_DTAEMAIN 1 5QL Object CCC REC_DTAEMAIN i SQL Object CCC_REC_DTAEMAIN 1 SQL Object GCC_REC_DTAEMAIN i SQL Object CCC_REC_DTAEMAIN 1 SQL Object CCC_REC_DTAEMAtN 1 SQL Object CCC_REC DTAEMAIN 1 SQL Object CCC_REC_DTAEMAIN 1 SQL Object CCC_REC_DTAEMAIN 1 5QL Object CCC_REC_DTAEMAIN 1 SQL Object CCC_REC,DTAEMAIN 1 5QL Object CCC_REC_DTAEMAIN 1 SQL Object GCC_REC DTAEMAIN 1 SQL Object CCC_REC DTAEMAIN i SQL Object GGC REG DTAEMAIN i SQL Object CCC_REG DTAEMAIN 1 SQL Object CCC REG_DTAEMAIN 1 5QL Object CCC_ROL_EMAILVW 2 SQL Object CGC_TIMEINTGMAIN C 1 SQL Object CCC_TIMEINTGMAIN 1 5QL Object CCC TIMEINTGMAIN I 1 5QL Object CCC TIMEINTGMAIN I 1 SQL Object CCC TIMEINTGMAIN S 1 SOL Object CCC TIMEINTGMAIN U 1 SQL Abject CCC TIME_INT VW 2 SOL Object PC_FND,~DIST FINAL P 1 SQL Object PC_FND_DIST FINAL P 1 SQL Object PC_INTF_GEN 15440444 1 SQL Object PC_INTF GEN 154404441 1 SQL Object PR_ACTIVITY_VW 2 SQL Object PR_PCATTYPE_VW 2 SQL Object PR_PCANAL VW 2 SQL Object PR_PROGRAM_VW 2 SQL Object PR_PROJCOflE_VW 2 SOL Object PR~,PROJECT VW 2 SQL Object PR_PROJECT VW2 2 SQL Object PR_PROJPGAT VW 2 SQL Object PR_PRWBS_VW 2 SQL Object PR TASK_VW 2 SQL Object PR_UDF_VW 2 File Layout Definitio CCC_POBATCI-I_FLY File Layout Definitio CCC PONITFY_FLY File Layout Definitio CCC_RECEIVER_FLY File Layout Definitio CGC~,VCNR_DTL FLY Campanent Inter€ac CCC ACCT_RULE CI Component Interfac CCC FNDMAP CI Component intertac GGG_PC BUD_DT~ GI Component Interfac CCC_PC BUD_PLAN_C! 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CM L,BL PastBuild Component People CCCTIM_RUN GMP GBL PostBuild Component People PC_BUD_DETAIL GBL SavePostChange 1. r Component Record CGC~FNDDTL_CMP GBL CCC FNDMAP_NDR SaveEdi# Component Record GCC_SUBGONMAP_CM GBL CCC SUBCNMP PR Searchlnit Component Record PC_BUD GENERAL GBL PC_BUD_PLAN Rawlnit Component Record GGC_REPRT AL RET GBL CCC_RPT_AtT RUN FUND_CODE Fie Component Record CCG_REPRT AL_RET GBL CCC_RPT ALT RUN S>~LEC7 ALL Fiel Component Record CCC_REPRT_PRJ_CLO GBL CCC_RPT_PRJCL_R CCG FUND_GR013P Component Record CCC REPRT PRJ_CLO GBL CCC_RPT_FRJCL R SELECT ALL Fiel Component Record CCC_REPRT_PRJ_MWB GBL CCG_RPT_PRJMWB DATEVALI Field Component Record GCC_REPRT PRJ~,MWB GBL CCC_RPT PRJMWB DATEVAL2 Field Component Record PC_BUD_DETAIL GBL PC SUp_DETAIL BUDGET PERIOD 1 HTML CCC TB~,HIDEPS JS 4 Permission Lists CCC_PO GWART APPR Permission Lists CCC PROJ ADMIN Permission Lists CCC PROJ BUD Permission Lists CGC PROJ FINANCE Permission Lists CCC PROJ INQUIRY Permission Lists CCC PROJ INTG Portal Registry Stru EMPLOYEE G CGC_BUD RUN CM Portal Registry Stru EMPLOYEE C CCC_FNDDTL CMP Portal Registry Stru EMPLOYEE C CCC_NOTIFY_CMP Portal Registry Stru EMPLOYEE G CCC_REPRT_AL RE Portal Registry 5tru EMPLOYEE C CCC REPRT_CSH_F Portal Registry Stru EMPLOYEE C CCC_REPRT_EX DE Portal Registry 5tru EMPLOYEE C CCC_REPRT_EX_RE Portal Registry Stru EMPLOYEE C CCC_REPRT_PRJ_8 Portal Registry Stru EMPLOYEE G CGC_REPRT_PRJ_C Portal Registry Stru EMPLOYEE C CCC~REPRT PRJ_M Portal Registry Stru EMPLOYEE G CCC SUBCONMAP_ Portal Registry Stru EMPLOYEE C GGC SUBCON CMP Portal Registry 5tru EMPLOYEE C CCC TIM RUN CMP Portal Registry Stru EMPLOYEE F CCC_MANAGE_PRO Portal Registry Stru tMPLOYEE F CCC_PROJECT_REP Portal Registry Stru EMPLOYEE F EPCO PROJECTS IdChange dGhange FieldChange dGhange Default Default ~ieldChange ~~a City of Corpus Christi Statement of Work Statement of Work for Consulting Services Pe®pleS®ft Financials ~.~ Upgrade tc~ 9.0 Introduction The purpose of this Statement of Work is to detail the tasks and responsibilities of the contracted vendor by the City of Corpus Christi, Texas (hereinafter referred to as "City") to lead and pertorm the PeopleSoft Financials 9.0 Upgrade. Environment The City of Carpus Christi currently has implemented, and has been using, the PeopleSoft Financials 8.8 application. The following modules are currently in use by the City. - General Ledger - Accounts Payable - Commi#ment Control - Inventory - Purchasing Module with P.O. Workflow - Project Costing - Trave# & Expenses The City has customizations in the Purchasing and Project Costing modules. The Purchasing customizations are within the PO Approval Workflow. Approval logic has been modified to include amount for purchase orders and chartfield (fund and source) for the Engineering purchase orders. The Project Costing module has been customized to meet the specific needs of the City's Engineering department and is configured for multiple projects across multiple years, using work break down structures with activity id, source, category and subcategory. The City also uses PeopleSoft Human Resaurces 9.0 and Enterprise Performance Management 9.0. We are currently on PeapleTools 8.49.09. Scope The scope of this statement of work is to perform the following tasks: 'l . Full application only upgrade from the current PeopleSoft release 8.8 to 9.0. The City will remain on the current PeopleTools release 8.49.09. Page 1 of 3 {~ ~ City of Corpus Christi , ,,,,_ __,.,,, ,, Statement of Work 2. The upgrade phases of Evaluate, Upgrade, Retrofit and Test, and Deploy will all be executed. There will be at least 3 upgrade passes and a final move to production (MTP) pass. 3. All City customizations will be re-applied to the 9.0 release unless new PeopleSoft delivered functionality can be utilized. No new modules or functionality will be implemented at this time unless it replaces existing 8.8 customizations. 4. The consultant(s) will manage the project working with the city Functional Lead. The consultant(s) shall work in conjunction with City staff resources detailed later in this document. Deliverables X. A project plan shall be delivered and followed. 2. All customizations will be evaluated and retrofrtted in the Financiafs 9,0 application. 3. A fully operational PS Financial 9.0 release with the current City implemented modules. 4. Four weeks of post production support provided after go-live. City Staff Resources The foNowing resources will be available to work in conjunction with the consultant(s): 1. A full time Functional Specialist who will be the City's Lead and will work together with the consultant(s) to evaluate the re-application of the customizations, pertorm the security setup andlor modifications, and coordinate the testing. 2. A foil time Data Base Administrator who will perform the installation of the software, perform the technical database upgrade, and will deliver the upgraded copy of production for each pass. 3. A full time PeopleSoft Administrator who will assist the City DBA in delivering the PS environments. 4. 1.5 FTE's of Application Specialist(s) who will run the sysaudits and resolve issues and retrofit the custom sgr's. Page 2 of 3 3 ~^ r Ci of Cor us Christi Statement of Work 5. A full time Functions! Specialist who will retrofit the nVision reports and custom queries. Nefinrork Access The City will provide all necessary database and application access to consultants} both for on-site and off-site remote work. Assumptions 1. The application will be upgraded to the Latest available maintenance pack in the PeopleSoft 9.0 release. 2. The consultant(s) will retrofrt all customizations, except those noted above, which will include, but not limited to: PeopleCode, Component Interfaces, Application Engines, Workflow, Business Process, Fields, Records, Tables, Page, Data Mover Scripts, and Crystal reports. 3. All customizations are documented and will be provided to the consultant(s). 4. The folbwing activities are not in scope of this upgrade: a. New enhancements/customizations/reports, b. New integrationslinterfaces. c. Stress/Load Test d. Disaster Recovery Plan e. Changes to non-People5oft system. f. Implementation of new modu#es. Page 3 of 3 +f ~{ ~~ People Soft Financials 9.0 Upgrade Quote Prepared fvr: City of Corpus Christi September 17, ZO10 . t 'f .~ ~~ `Table ®f ~®ntents EXECUTIVE OVERVIEW AND INTRODUCTION TO CITAGUS ....................................................................................4 Our Service Offerings ...........................................................................................................................................................4 Citagus Team .. ............................................................................................................................ S .......................... ............... PROJECT SCHEDULE :..................................................................................................................................................................9 1ESOURCE AVAR.ABD,ITY :......................................................................................................................................................10 EXPERTISE OF THE ASSIGNED RESOURCES :............................................................................................................................. lO QUOTES:.... ..... ............................................................._......_........................................__...,.................................................11 SCOPE :.....................................................................................................................................................................................1.1 ASSUH4PTION : .................................................................................................................... .................11 • REEEREI~TGES: .............................................................................................................................................12 REFERENCES, CONTIlVIJED' ...............................................................................................................................13 . ........................ APPENDIX A: RESUMES .......................................................................................................................................................14 APPENDIX B: CORPORATE RESUME ..............................................................................................................................15 ,~ ;~'' ~~ Tracy Andreadis IT Program Coordinator MIS Department City of Corpus Christi Dear Tracy; Citagus Software (USA}, Inc is pleased to submit this proposal to assist the City of Corpus Christi with its People Soft Financials 9.g Upgrade. With its knowledge of Corpus Christi Financials based on previous projects and support, Citagus believes we are the best provider for the City. Citagus is a leading provider of People5oft Consulting Services and we believe that this proposal demonstrates that leadership position. We fully understand that this project is both critical and strategic to the City. We understand the importance of selecting the right partner who can increase your likelihood of success - we hope you will agree that Citagus is that partner. Every member of our team is committed to making this effort the most successful information technology initiative that the City of Corpus Christi has ever undertaken. We are confident that, when all issues are considered, our unparalleled commitment to your success will argue persuasively for our selection. With an experienced staff, an approach based on a proven methodology, competitive pricing, and demonstrated success in critical PeopleSoft projects, Citagus is ready and eager to work closely with you. Our consulting philosophy and practice emphasize _ teamwork, flexibility, quality, client service, and knowledge transfer. Our size and flexibility allow us to collaborate with our customers easily to execute the mast creative and innovative implementation model that will work the best for your Team. Our team of experienced professionals possesses a strong background in upgrade project planning and execution for PeopleSoft engagements, as well as the ability to draw upon the specialized experience of our PeopleSoft resources. This team understands the issues, processes, procedures and methpdologies required to successfully upgrade PeopleSoft modules and take organizations through significant subsequent change. We recognize the importance of this project and we cook forward to partnering with you. We hope that after further review, you will once again choose Citagus for this important project. Tracy, we want to work with you again and will be flexible in bath model and pricing if need be - so please do let us know if you have any constraints that would require us to modify the quotes or process. We look forward to your favorable response. Sincerely, Lynn Duffy Vice President -North America Operations Citagus Sofware (USA} Inc. Mobile; 404-226-6225 3235 Satellite Boulevard Building 400, Suite 300 auluth, GA 30096, USA, Iynn_duffy@citac€us.com ,` ~~~~ executive ®Ver~ievy and Introduction ty Citagus Citagus Software (USA) Inc. ("Citagus") i5 pleased to offer its services for the PeopleSoft Financials 9.0 Upgrade for the City of Corpus Christi. Citagus Software {USA} Inc. is a privately held company headquartered in .Bangalore, India, with its US Headquarters in Duluth, Georgia. Citagus is a leading-edge IT solutions and Services Company established with a specific mission of providing comprehensive, best in class solutions around PeopleSoft. Citagus brings together the best Technology and Domain expertise in PeopleSoft to offer full spectrum of services ranging from Implementations and Upgrades, Business Consulting to Support, Maintenance and Managed Operations. As a PeopleSoft only solution provider, Citagus possesses the knowledge, experience and capabilities to manage all of the intricacies of implementing, upgrading, customizing and integrating PeopleSoft applications. Citagus consultants possess the kind of insight and skills that can only be gained from performing all types of PeopleSoft implementations and upgrades. The details of Citagus corporate information are included in section t . This response is based on the information provided by the City of Carpus Christi in the SOW attached to the RFQ. Citagus understanding of the current initiative This implementation for the City of Corpus Christi includes the Project Costing, Electronic PO and Invoice Workflow products and processes as defined in the SOW provided. Citagus Execution Model Citagus will use its proprietary implementation methodology for the project. The details of the project methodology and various deliverables are found on Pages 718. Citagus will provide these services through a combination of both onsite and offsite resources with expert PeopleSoft consultants who mostly came from PeopleSoft gevelopment and Consulting. This team will be supported by quality processes, a well defined communication plan for complete visibility as well as a change control mechanism, configuration management and an escalation path far handling any issues or necessary contingency plans. Our Service Offerings We provide services during all the phases of implementation life cycle starting from evaluation of requirements to implementation and post-implementation support foryour PeopleSoft systems. We offer multiple project execution models to best suit your requirement. The company's comprehensive portfolio of services include • PeopleSoft Consulting and Implementation Services • Customer speci#ic Customization and Development • Application Support and Maintenance ~~~ ~ .~ i~~. ~,;~:. r~,~. • Upgrade Services • Integration with Oracle Application Suite or other third party products. • Migration to Oracle or other Enterprise Solutions • Technology and Infrastructure Services • Application Hosting • Product Training • Project Management + Professional Services Product Expertise • Financials • fiUfnan Capital "e"s_1. Technology CRM ~fiilG n • Supply Chain uirF7~nt and Gap • EPM afy"sis'- ciri on. atlafi Cnnsul[irig ~pporz far all versions ~zenslva Expertise in inlmum Qowntime Citagus pffers a most unique PeopleSoft solution set among PeopleSoft services vendors; while one could argue that others offer the breadth of services that Citagus does, Citagus has top-notched consultants many of them ex- PeopleSoft employees having deep insights into the core product and real life business experiences. Citagus is also the only service provider offering niche services in PeopleSoft using the nnsite-offshore Global Delivery Model. As we do nothing else, we achieve high economies of scale in our recruitment, training and depioyment processes, resulting in overhead per employee of about 7D% of industry average. We pass on these savings to our customers. Citagus Team Citagus consists of some of the top Specialized PeopleSoft Product Architects. Our members were senior PeopieSoft Product Specialists and key early members in Design and Development of PeopleSoft Products. These consultants have been responsible for running the maintenance and support services of PeopleSoft for many years, and consequently possess vast experience around and key insights into the business processes of large corporations. More specifically, the Citagus team is fortunate to include same of the world's best Experts in the Financials, ESA, HCM and CRM product lines. Far analysis d [:~~struttlors euion and support ~ ~` ~~ Currently, our team is comprised of 170+ highly motivated professionals having over S00 person years of industry experience- Citagus resources have been handpicked from top consulting companies, as well as PeopleSoft itself. They have worked indifferent areas including Implementation, Support, Maintenance, Upgrade, etc. on different products including 1'MS, ESA, IiCM, SCM, CRM, and EPM. Techna Functional ~~°~n _ _ ~' Technical Functional 58°l0 12% 100% of our resources have previous PeopleSoft experience and most of our consultants are certified in PeopleTools by PeopleSoft. The skill sets of these people vary depending an their experience in relevant areas. The skill sets of the entire organization can be classified into: • PeopleSoft Functional Consultants PeopleSoft Technical Consultants • Data Warehousing Experts • PeopleSoft Database and Application Administrators • Project and Program Manager Conclusion The Citagus model and methodologies are geared to ensure that the City achieves the highest value at the lowest cast. Our PeopleSoft experience, mature delivery model, clear understanding of the City's requirements and technical competencies make Citagus the ideal partner for this strategic initiative. _` 1~~ ~ :• Fk:;~.. f~ccti ~~~ ~ Upgrade consists ofiArlalysis and P#anning, Upgrade, I Retrofit, Integrate and_Deploy Phases E • Offshore Upgrade Lab • Majority of wori< done offshore to reduce cost. • Proprietary tov3s ar~d checklistto reduce time to upgrade ' SQamless;Upgrade methodology ensures minimum down time • Upgrade afi Customized installations ctrn~us ~. Rasrotit ~. ,,,~,,.,,p,,,, : . Intagreta un, sain sew ~e naploy ~,, ~,~. ~s Staga 1 ~,. ~.,~. u+m a.+ro e { cKe: 5tago 2 w.. r~un~, c,~n a,.~ r ;rx ~~.. Stage 3 xr, ~.e~,ehe,ow,~:w~+w .~~ cw„ Evaluate -.Upon receiving access to the client database or a copy of the client database, in the case of lab- upgrade, we begin the study of current application environment to confirm the scope and extent of efforts needed to migrate your application to the next target version. This involves identifying the customizations that have been incorporated into your PeopleSoft application and evaluating the time frame, resource requirements, and cost estimates of upgrading. Inventories of all online objects, interfaces, customized reports, and a statement of work with cost estimates for the rest of the project are delivered in a detailed project plan. This plan serves as the road map to your successful upgrade. 2. Upgrade -During this phase, we begin the process of upgrading your database using PeopleSoft delivered upgrade scripts to migrate the database to target release. This effort includes upgrading PeopleSoft delivered objects, perform database audits and dean-ups, and upgrade PeopleTools. 3. Retrofit and Integrate -- The customizations you've made to your PeopleSoft applications are inherently valuable to you. During this phase, we migrate customized and newly developed objects, interfaces, and reports to the new version. Upon completion of this composite task, we unit test and system test all pieces of upgraded system to ensure that your entire application and data are fully functional. Deliverables at the end of this phase is a set of fully tested upgrade scripts which can be run against apre-production move environment. Rssou and Plan ~ >c,,. ti noes+rsaor:q F V Upgrade . em~n~a ICHutanFne,n ~! Safpt Co,[uiM kwaRR oe,y+ ~,~'.,. ~~ 4. Deploy -During the Deploy phase, we upgrade a copy of production (test) environment and run the entire system through an exhaustive quality assurance process ny involving the user community to ensure that all aspects of your application are fuNy functional. When the upgraded test database passes all tests, entire effort is replicated on the production environment as a final step. Care will be taken to fully minimize the downtime to your production environment. As part of deployment, training will be provided to the users to teach the new areas of functionality and help them understand how the new version improves the organization's daily operations. ~+ ~yr~~ ~'`, ~u.r'~~ trtt~R ' Project Schedule: City will be in the new release in ~ S weeks from the start of the project. Citagus has done many upgrades in the past and very familiar with upgrade process. The diagram below depicts the high level project plan showing the expected tasks and duration of the project. We have added in an additional three weeks tq account for the Thanksgiving and Chrishnas downtime by CCC staff. City of Corpus Christi PeoplCSoft Financials Upgrade 1[7~~~'I~Pa55 U grade Environment 5etiap' ry ~ 3 N ~', 3 ~Me & 3 tl~ ~ ~ M ~i 3 W v s ~.~ op ~`. ~ v o°', ,~ 3 ~~: - o -rye. ~i 3 .y .y ~i 3 N M ~ 3 m 't ,~` 5 v .Y ~ 5 w ~i ~'w ~S in ~-ci iri ~ r. ?v ~ ~ a~ +-i ~ ~ or ~-[ a ~ Q N v ~ .-, ~V ~' ~ .~ ~N ~i ~ (5elldered PrpCess/Custo]nizallon iievieW DeslHn 88 to 9.O,U'gra e , . [)evelodrnent {Retrofit)': Urilt.testtng'a~d;detect~esolutlon ` UAT' Defect resolution iNTiA1' ,13A7:'{lteratiVeJ ;' befeck resolution Training and'gocumentatEon S1T {'. ,,. MTP2 iJAT (ItPCdtiVPJ '' 9efect resolution Qllgy,~ to Production Pnst`Go Live Sup~vrt ®'`- Resource Availability: Resources will be made available within 2 weeks of contract signing. There will be no change in resource composition for the duration of the project. Since Ananth Babu knows the City's environment, staff, customizations, culture, etc, he will be made available to the City for the On-site Lead. Expertise of the Assigned Resources: It should be noted that two of our founders and Delivery Execs, Raam Ramachandran and Mohan Munirathinam were the Senior Architects and Developers of the Product Development Group at PeopleSo$. Roam was responsible for the entire suite of ESA products, of which Project Costing is a part. Mohan "awned" the Financial Product Design and Development, which includes AP/PO and much of the associated workflow. Both Roam and Mohan know these products and processes extremely well because they designed and wrote much of it themselves! Additionally, both managers brought several of the team members with them to Citagus, so the entire team is extremely expert on these products. All assigned resources also have the unique experience of being both part of product development as well as having provided consulting services on these products and processes. Some examples of functionality developed by this team are Project Security, Accounts Payable to Project Costing Interface, Microsoft Project integration, Transactions Adjustment, Analytics of Project Budget, Project and Activity Team, and Currency conversion. We also have a few accelerators that we have developed and are built as bolt-on components to Project Costing. Examples are: The ability to seethe budgets and actuals across budget items while creating new budget revision {forecast) and a report pack that we provide as an extension to the delivered product. As you can see, you will not find any other firm with such deep knowledge and expertise of these products. ''° ~~~ {~a~ ~._. _si r;^cp c QUDt~S: Financials 9.0 Upgrade (based an CCC SOW details and Citagus Proposal}: Fixed Fee of $I23,000 with total Project time 1$ weeks plus 4 weeks of Post Production support. This allows for holiday down-time by CCC staff. We have also built in an additional $27,000 "bucket" of dollars to be billed on a Time and Materials basis at the rates in the chart below as needed for any additional clean-up/work that may arise as a result of the upgrade. Resource Loading Used for Quote: Upgrade specialist is on-site at City's premise for one week during the production move. Travel costs are included in the price above. Rates are all inclusive of Travel and Expense. No other additional cost involved. There is a FF contingency built in above which is much lower for CCC than the usua120%. Scope: This will be a vanilla upgrade plus porting of changes made to Project Costing and the PO Workflow only. Only the objects listed in the attached "CCC Custom Objects for Retro-Fitting" file is in the scope for retro-fitting to release 9.0. The list includes both the application designer and file-server objects. If there are additional objects that are to be ported to release 9.0, that effort will be charged on time and material basis. Assumptions: The designated UAT team would be made available to the upgrade team during the initial custonvzation review sessions The designated UAT team is available for 4 weeks during initial pass and 1 week each during the subsequent passes and complete one full round of testing. If there is a delay in UAT completion, by more than 4 weeks from the scheduled completion of the UAT phase due to non-availability of the UAT team or lack of spending enough time to complete the UAT, Citagus will be eligible to invoice the City for the UAT completion milestone The database administrator and PeopleSoft Environment administrator would be available for some period outside the normal working hours, in case if the remote team is setup outside the US central time. There is neither database nor PeopleTools upgrade as part of this project. It's only the PeopleSoft Finance application upgrade frarn the current 8.8 release in City to Release 9.0 ` `' 1~~ References: • • • BEA Systems {now Oracle) . - . Software Solutions • • • san Jose, Ca ..• . John Wiegand (john.wiegand@oratle.com] • • '. • Protect Manager • . 408839-4953 .- ' . Migrated BFJ~ from PeopleSoft FSA to a new solution. Global Invoice ~ • Development per country, ELM bevelopment • • • SkillSoft, Inc . • . eLearning company • • . • Nashua, NH • , Pam Macdonald {pmacdonald@skillsaft.cam) • • '. . Project Manager • • 603-566-3033 •- ' • Support and customize all Financial and FSA products; Just completed 9.0 ~ - . • Financials upgrade at Fixed Fee budget and early. ~~++ ~ ' . 1 References, continued: . .. UST Global . • . Information Technology and BPO - • • + UST Global .. #721, NI1a, Technopark Trivandrum - 695 58i India + Murali Gopalan (murall.goplan@ust-global.com) • '+ + 5eniorVice President + . 91-44-42270000 ' • • Financials, FSA and HCM Implementation, Production Support for Financials r • and FSA modules. . • PeopleSoft Financials -General Ledger, Accounts Payable, Accounts . •. Receivable, Asset Management, Purchasing PeopleSoft ESA -Contracts, Billing, Project Costing, Resource Management, Travel & Expenses PeopleSoft HCM -Workforce Administration + . iGATE Global Solutions Limited • • • Information Technology and BPO •.+. iGATEGIobal Solutions Ltd. +. 158-] 62(P} & 165(P}-170(P), EPIP Phase II, Whitefield Bangalore - 560 066, India + Amit Goyal {amit.goyalCu~igate.com) . ~ • . Head of IT • . - 91-80-51 1 40000 ' . - Financials, ESA and HRMS module implementations, Enhancements and ~ • . • Support, Financials Upgrade, SOK implementation, Custom Invoices development .. - PeopleSoft Financials -General Ledger, Accounts Payable, Accounts + • + Receivable, Asset ManagemenC PeopleSoft ESA -Contracts, Billing, Project Costing, Travel & Expenses PeopleSoft HCM -Workforce Administration W ~~~~r Appendix A: Resumes Please find Resumes attached. It is important to note that every effort will be made to have these specifc resources available for the project; however, depending on how long it takes the City to make a decision, some adjustments may be required. Resources with comparable skills and experience levels will be provided should this happen. Regardless of any other changes that need to be made, Raam Ramachandran will be the Delivery Manager for the project, at no additional charge to the City, and once the resources are assigned, there will be no changes through-out the project. Resources: Raarn Ramachandran and Mohan Munirathinam -Delivery ManagerslQA - no additional charge to customer. It should be noted that Ananth knows you well and will be dedicated to you as the on-site lead. Raam Mohan,~Munirathinam Ananth Babu Ravichandan Ram~chandran.doc .doc Chilakala FebZOlO.dc Kumar.dot `'~ ~~ Appendix ~: Corporate Resume Please fmd Corporate Resume for Citagus below: Citagus Corporate Resume.doc