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Home My WebLink AboutC2014-196 - 7/29/2014 - Approved infor CHANGE ORDER INTRODUCTION This Change Order document('Change Order')is subject to all terms and conditions of the Software Services Agreement(or, if applicable,the Professional Services Agreement)between Infor and Licensee with an Effective Date of May 15,2013(the"Services Agreement")and constitutes a change to the Services Work Order("Work Order")dated May 15, 2013. Al!terms of the Services Agreement and Work Order are incorporated herein by reference. Capitalized terms not defined in this Change Order are defined in the Services Agreement or Work Order. In the event of a conflict,the terms of this Change Order control over the terms of the Services Agreement and Work Order. 1.0 CHANGE ORDER License*(customer) City of Corpus Christi Project Name ERP Implementation Project Number 32381430 Project Manager Hank Suenkel Project Phase Establish Products) Full ERP tmplemertation Work Order Number Exhibit 10 to Master Contract Change Number 3 Issue Number 1,2 Description Issue 1-Project Stage 3 Talent Management Project Phasing Issue 2—Project Stage 1 and Project Stage 3 Additional Finance/Procurement and Talent Management support resources fa acceptance test system test and lull scale test Requestor Tracy Andreadis Identified Date 2127/14 Prepared By Rebecca Langren—Hank Suenke! 2014-196 7/29/14 M2014-103 Infor INDEXED 1,1 Preliminary identification and assessment Describe the change in detail Issue 1 Based on discussions and planning for the overall implementation it has been determined to modify the original deployment dates of the below applications from their originally planned dates as included in the Statement of Work. These changes result in the following modifications to the original contract/plan: 1. Change in project schedule to split the implementation of Stage 3:Lawson Talent Management (LTM)into two distinct segments. The first LTM Implementation will include Global HR and Talent Acquisition and will take place concurrently with the Lawson HR/Payroll implementation. The new,second LTM implementation stage will begin approximately 2 months after the go live of HR/Payroll,Global HR and Talent Acquisition. This new project Stage 3a will implement Learning and Development, Performance Management,and Succession Planning. The project milestone payments will be split over these two stages as detailed below. The first Stage 3 LTM implementation Is currently scheduled to go live January 2015. The second Stage 3a LTM implementation is anticipated to go live in phases with the last to go live in October 2015. 2. The implementation of Infor Expense Management(XM)will be changed to go live when the current Enterprise Financial Management(EFM)implementation goes live currently targeted for October 2014. 3. The implementation of Customer Performance Management(Budget and Planning) will be extended by one month. The target go live date is now January 15t 2015. 4. The go live for the EFM and XM applications will be extended by two months to October 1,2014. This change is to address the change In the beginning of Licensee's fiscal year end from August 1 to October 1. Upon completion of the Full Scale Test scheduled for July,the EFM and XM resources will be off-site until the scheduled go- live prep to being September 1,2014. Issue 2 Based on discussions and planning for the overall implementation it has been determined the Licensee's project testing teams for Stage 1 Finance and Procurement and Stage 3/3a Talent Management project tracks are challenged supporting their day to day work duties and completing their project testing tasks. In addition,loss of two Licensee staff participating in the project has had impact as it may take a number of months to recruit,hire and train replacement staff for the two positions vacated Additional Project Manager time,one(1) additional full time equivalent Infor Finance Business Consultant and one(1)part time equivalent Infor LTM Business Consultant are needed to bolster support for testing efforts and test team knowledge transfer for the associated project tracks. These additional resources will lower the risk of any slippage of testing tasks and deliverables, The additional resources result in the following modifications to the original contract/plan: 1. Additional Infor Project Manager time at 10 additional hours per week for 32 weeks. Additional travel and expense to support additional on-site time at Licensee location. 2 Infor Clung*Order;Amnon PM0-v5b,Nov 2012) Describe the change In detail 2. One(1)additional Infor Finance Business Consultant full time at 40 hours per week for 10 weeks to support Stage 1:Finance/Procurement track for acceptance test,system test and full scale test. The Finance Business Consultant will also assist with development of test scripts and end user training materials. Consultant will work on- site. 3. One(1)additional Infor LTM Consultant part time at 20 hours per week for 20 weeks and 10 hours per week for 20 weeks. Consultant will work remotely for the majority of support activities. Up to S on-site trips included in change order. Reason for the change issue 1 Changes to originally planned go-live dates have been modified based on discussions and being made aware of additional details and functionality that Licensee currently has in place on other systems in order to not lose this functionality and impacting the end-users dates have been extended for the items listed above to accommodate current system utilization In addition,the change in the Licensee's fiscal year end can most easily be addressed by delaying the go- lives of Infix Finance/Procurement and XM products Issue 2 The project team has evaluated current testing and identified the Licensee s project resources for Finance/Procurement and Talent Management are challenged with resource commitments and balancing their day to day work load.Additional test support resources and more on-site time for the Infor project team will assist in keeping the project test activities on-track and provide additional advise and guidance supporting knowledge transfer to the business teams High level Impact assessment Issue 1:None Issue 2:Reduce risk of test schedule slippage Additional resources will Increase project budget 1.2 Detailed impact analysis Impact on project plan(including estimated timelines) Issue 1 The project plan has been updated and extended based on the changes detailed above. The Infor and Licensee Project Managers have agreed to these changes and are reflected in the latest version of the j i n Eo r Charge order ins MVO-v.51).Nov- 2012) impact on project plan(including estimated timelines) overall project plan. Issue 2 There is no impact to the project plan The infor and Licensee Project Managers have agreed to these additions and will reflect the additional resources and additional project management time appropriately in the project resource plan upon approval of the change order Target date(for implementation) Issue I Target dates have been modified for those items identified above All other products remain unchanged and scheduled as initially planned. Issue 2 No modifications are identified to Target dates for Issue 2 items identified above. Impact on resource requirements Issue 1 There is no impact to project resource requirements Issue 2 infor project resource requirements will be increased by a total of 1,320 hours Additional risk Issue 1 No additional risk has been identified Issue 2 No additional risk has been identified Impact on project cost Issue 1 There is no impact to the project cost for these changes Issue 2 Project Budget w,ll increase a total of 4 infor Change Order(Americas PMO-v5b Nov 2012) Impact on project cost Project Stage I Current Milestone Total Change Order 003 Revised Milestone Increase Total Stage 1 $203,100 00 Finance I Procurement Stage 3/3a $146,280 00 Talent Management Net Amount of $349.400 00 Change Order Total Contract Change Order 003 Revised Contract Increase Total Net Amount of $4.144 749.00 5349,400 00 $4,494,149.00 Contract The targeted milestone payments and dates have been changed as reflected in Exhibit A Estimated time and costs listed in this Change Order represent a fixed fee offer and are in addition to the estimates provided in the original Work Order. Actuai project time and cost may vary from the estimates provided.Where a substantial variation from this Change Order is foreseen,both parties must agree in writing to the additional work and document the change in a subsequent Change Order. Other Projects Affected None Who needs to be notified of the change Licensee and Info(Project Managers i n f o r Change Order(Americas PMO-v5b,Nov 2012) Comments None CHANGE APPROVAL / PAYMENT By signing below, Licensee authorizes Infor to proceed with the work set forth In this Change Order and bill Licensee per the payment terms set forth in the original Work Order for any additional Services fees. Please return a signed copy of this Change Order to Infor PSO. THE PARTIES have executed this Change Order through the signatures of their respective authorized representatives Infor(US).Inc_ UC SEE:Ci o ,: ,Ch 111/ 1111 Signahr to • Printed Name Patricia Elias Tale Associate General Counsel Title Address 380 St Peter Street Address Address Si Paul MN 55102 Address Signature Date July 31, 2014 Signature Data ATTEST: I �� 4.f.„,"..+C\go Infor REBECCA HUERTA Change Order(Americas PMO-v5b Nov 2012) CITY SECRETARY COUNCIL c 1 4ECRf rA Ho P.- Pa 1 Payment Pro lecatti le lialfial Me leadone Payment MIN Kona Payment I. Mielanmi Comp laden Salmck 1 Amount Antount Number week Cl C0002 CO Raga 1 Finance and Precaution.* " - —1 ratablialt Phase 1 -1,4 ---i S1-1 Walton.-Project Initialization: 51142013 6321.514.44 5:32.151 44 6289 363j 51-2 latiitatone-inetall U,.in-acope Product:In PrOPIM onelmon14/114a 4,1I12013 1000 woo (-C1- ---.-1 -9-1 51.3 Milestone-Prolact Team Learning: 611/2013 5192.906.66 519,290.87 $173 617 80 a st 1... 51-4 114ilastatt-Initial Oita Prototype: 94112013 $214.342981 521 434301 5192.9011,64 .4 ..6' __....... 4 4 ID 11/1/2013 S14 1/10eatione-Final Proutrype: 5321 514.443 $32.15144 1209 383 00 a --- i k 62 eL 51.6 leilasMna-Acceptant.*Test I, 1/142014 5278.845.85 627 664.583 S31 508128 47 3•• ___F _____, ,, f--- 0 &matte Miaow 4'f 1 SO Matt 01141*-Spleen Test 4/1512014 $321514.44! 632.151 441 5209 363.00 ... — —... 1---- -cy 814 14414ston.-Full Scat*Test 0/15:2014 $302.1350 Ou MO 285.001 5272.39040 80 $ 80 313 04 .42 4 •- . _ > 31-0 hilleteone...Production Radon/mo. 10/1/2014 $151 328X) 315.132.803 $138 195.70 41 --.4 4,-- 4 5 44,155 52 5t fr 5 I-IS Milsolene..,Complete Poo-Go-Live Support: 1111442014 1242.124,11 524.212.411 6211 912.31 1 - ,f 70,050.44 L. .1...— 9 i-1 I Moton..Close Piole et 1/12/2015 30081 123406410 , 0 Iiti" Ili. 2 Tota1 Payment aett000rte Amount tor WM/Page 1 1 1 32.348.6347 S234,934.4 $2.3411,1141.60 C ----- • al PlYlleitt lsrrq WI* nea Projected y� Original Milano a ;lament M4lastorls Pay .ab•r meek Amount ow' flu C0001 C0002 .1103 Stags I Amoco and Pfoase.91901 -- •g.Lis Fla m R enca:AOan s ,celsebis ` 34 _IIIIIIIIIIIII Gtabiish Phase .111111111 1 51.1 Weston*-Project lnWYzaaon: 1115/2014 $12.060,00 31,206.00 $10,654 00 $17.060 '�..... ._ .110 51.2 Milestone..Actepunce Teat 1/2912015 $9.960 Cr SUWAq 19,902.0 $ 9 800.011 FsutMlah Phew -� I eg S1-3 Milestone-Full Scale Test: 3112!29)5 $17.809.68 31.798.00 510.092.00 ---- $17.90u.00 C S1.4 Miletone-ProductionHe.gness 410!2015 $5.820.1, $582.90 15.23800 $ 5.02.90 ri 51.5 Wearing-Composts Ptne•(yoLirs Support 5(22120)5 $4,109, 1 $416.00 33,14409 N 0� -•-- $4,181.00 p ry rti S1-8 Mlletate-gouPrgect 7/2012015 f(1.00 N.900.00 pN i- --- p C Total Payment Milestone Amount for this Stage 349,1100 01 Lie■ 349,1100 S4,910.00 18.00.00 -" -.- r , 549,909.09 a t9 Stage II Co.'.IbLPayrop and Timekeeping CL y 01 Establish Phase C 52.1 Milestone-Project lnlW Ntatlnn: 12/22/2013 - M18,71102 $11 671.30 $1,-.841.72 w an 52.2 MII•tone-Install the in+cop•Pruduca In Project environment: 1/5/2014 =000 50.00 $0.00 4 �_ 52-3 _ Muetone-Prefect Team L•aminp: 7102014 $71.227.87 $7.12278 164.10.5.03 .�' 52-4 Mlletale-Initial Elea Prototype; ]1912014 $?9,142.0! S7 914.20 $71.277.01 � l' N 52.5 MII•elone-finalPtolotype: 5/912014 _ 7110,713.02 O $$82,5/1.16 u !0 520 MHleaionr-4cc•pteltu Test 6/2928N 5102.864 62 110200.4$1 192596.16_ `i�=1 Execute Phase $0.00 $0.0(1 $0.00 f, CC 57.7 Milestone-Sy.t•mTeet .__-. 0/2412014 5118.7$3.02 $11 875. 1 $106511.72 Q $2.6 Mllealate-Felt Scale Test 1911912014 -.. 179.142.02 ,• S71 227.91 �� L. 52.9 Mlletotte-Production Readiness 12120/20/4 139,571.01 • r $75,013.91 p $2.10 Milestone-Complete Pot Ciu Llw Support 2/BI20)5 $63,]1].01 Sb,133, s $ •962.25=�� 0 X 32.11 -� Milestone-Close Prgecr 441!2015 10. $79.11202 11.1 Total Pa -ant Milestone Amount for this Sta.• 2 _ $7!1 470.16 $7g 142.02 3791.420,10 - r C Exhibit A: Revised Milestone Payment Table(continued) z , �. m 3 ' iii J F1 1' 10 # +'i i iii i t i i�. i ,., �I 1Ht . i €f i ► I~� i i i y 1 r i , f I i r if 3 a s i i 1 A 1 • i t ¢ • t , __ g , g l lisel fill _ i _I! v a w. ..z -..t; VINpN ,y,rra I ti ky 24: s tk _ i ft. e, t, fi.. '88O *+8 146rEIVSIP, i 1 Y3^' R MM88S;?. ' R— 3 IIIII M M Y M M M �1 N I YY M _ M i II11IIII1IIIIIIIII1IIIIII1 IIIIIEIIIIOINIIIIIIIIOII {p p■ p■ p{ _ _a ■ f ii 8 G in f o C Order(Amedces PMO-v5b,Nov 2012) Change 0 r to = Payment -� MNaeblme / DAgemalMlNMona Holdback bonbon' Number PaysaslMiNtaona• Amount weak Amount r_ ..__-.—H cowl C0002 C0000 4. *SSG V ----'1 U EahWl�l Plume ~ `N" MINram __I N wo►.cidrtl.ra.lton 3n6x261s sxf.tleo.o6 w.00 ;166666_ ._;rte y4.2 MSNgom�-Donna Pbaw ±aY 4/3( ._.._ 12015 131,200,00 S0.00, 331,I0000 _ era 2 '' 54.1 Mi none-Wale it! _..._-_.____._.....__ __ 7/1512015 17 8011-.5d io.00 %T�1 o 00 ECO Total Pa�r»nl Mliaeona Amount kirlMsS4 3� /-.—____.. _. __-.�..,..__..._ _....-.4tt.....__.�. -Do _-.._....._.,____.._...17i,ta0QtID�`..,St1,Ob 371,000.60 )4. Matte la 2 st>wa� 19tatrtlm Phase C &41 ..__._. MlNeate•heallatlan and Training d hw>rmmani and Debi ._ $ » 4112014 }—.-.�._.� _______. laM�ran 520.500.001 S„-,„I 129.300.07 jDeln 1 542 MlNeon•-Cash Managameat Con O Mitlon and Barak Inurha 6x10/2014 {- , _,_ Trainee% 114,780.06 �-� MIIe cna—GL Interlace ~713112614 _... _S0 00- $14./1,0.00 _ y Date_..--� 2, 64� 514,750.00 Wm $14.750. _ Dale ... Milestone-PrplectMrlaItsalian:Debt Camtenion 013012014 $10714.00 $0.00 330,714.00 $10,714.00 Dale f -0 $43 MhNeone-Debt Data Canve,ion 1 731x2014 $10 714.00 1 Q 14.00 314714.00 310.714.os Dale_ Tout Payment MlNeone Amount fur CHUM,N t 1416,42100 CO 10.00 160,420.00. 121.421.00 ._,.. 1) U .. BsaMin Phase Pa ---4 Q Sis1 - — -- Milaewee•TBD 1 111 542 -_- Total Pennant NlNeame Amount for One Stage 16 1 140,000.00L.� --~-.. '-.. ... _ __�_. ....__._.._ 7BD Ly $0.00 f20,000.00 _ •I' Milestone- 30.00 115,000.00 0 84-3 MINMOm-78D - ..') 30001 $11.000 00 eye ,180 1 S 000.00 T90 515,000.00 Ul -____ �� C _.._....--------_ .--_._._-._-------- __.so`octI 140000.00 .+. Payment _ �- Mon. Payment C Projected NkM pt•tlon Onlinal M9aatea. H.Id6.ca Payment i Number weak amount Amount 1 -4 _.__ - . L0001 00001 :C0003 > RMl ,---• 6ateblta{eb Phase �tltt!tte!Niana ___..._._.. / y_, • 54-1 Mlleston.-Project Initialization: 411512014 "-_ $31.573.35: $3 151 34 $28.41602 Idra-----^ 54-2 !Milestone-Install the In-scope Products In(Nolen nWittntni.nt: SO 00i 1 50,0 i .._ t SO.m 0 _ ' 343 Milestone-Prof*et Team L. M amq - so IS/2014 St8.944.01 SI 894. I 5171,049.61 data 34.4 MNSalon.-initial B.ts Praioiy.: 6/3012014 $21 046.90 12,104.69 $ig 944.01 343 Mllastons-Final P 4-- - ---�^-^-�---- ----- • 1 _ rotaryp•: 7/15/2014 $31 573.33 33 157 34 _526.416.02 dal. F.-6 Phase 'Mtl..lon.-Acceptance Teat TT 911!2014 $27,363 S7 S2 736.36 $24 627.21 - � 50.00 $0.00, $0.00 _ din. S4-7 Mll.won.-System Tim 8/31/2014 S31 573.35 33 157 34 $26,416.02 date 54-8 0011 os-Full Scale Test 9115/2014 $21 040.90 $2 104.69, $16.9 4 01 data _ 34.9 Milestone-Production Readlt»r - 10/1/2014 $10 51052.45 SO472.01 Ides y'54 10 Milestone-Can Complete Pest-0tt44v�Support 111512014 -}----...__ ...i 9 54.1 t pl-- PP 516.&39.12 s1 063 91 $11155.21 , data 7 Milestone-CloseProject 1/1372015 C Total Putting Mttaalon.Amount for Mil Sta • 4000 $21 040.00 ;.r -_.... >t _.....__..itt6,4w.oa $21 wa9o, uto,469_ou ----• -_�L_ c , • 1t IM6 ._ 4433 - C19 �-.- --- - EaultMdt P11ali ----+- -r---- W 94 1 Mlleston•-Project Initialisation: 796/2014 � 555,232.20 55.:25 22 s49 726.90 R .d S4-2 Milestone Instal(tla M,.c�a ProduebM Proj.n.mlreant•nt: ,5000 5000 $000 --' 19 84.3 Mllsr one Project Totem L ea ttlnQ 7/202014 $33.tSi.32 33.315.0 529,Q419- --{ T •.r S4-4 .� Mituatone Initial Beta P "-" fa1o%P�._ 6/3tQ6t4 536.634.80 $3 88341 533(41.32 C S45 M11.atoa.-Final Prototvp.: --� _._-..._ _..�.,....__....., il1111014 $33 252,20 fS 523 22 $49 726.96_ R at 544 Mll.taane-Acceptance Teat 121212914 347.665.24 $4 768.32 $43 0967? 10 Et•ataPhar t_ $0.91( $O.mr___ 09 6 667_.. .. - ,.._. Milestone- m Test 2,Is a$14 ...-._---- Sss 232.20 16.526 25 22 149 72e.99 O. 0 544 Mlla lorta`Fult Scala Test__ 4/9/2614 $36 83416 33.663.48 Cll 461 "' - G 54-9 Milestone-ProductionWadiness -i 7121291,144 $1141740 51.641.74 $16575.66 , C , 0 54.10 Minas nne-Cornetts Pos1•Go-Ure Suppert 6?/2014 r.__.. $29.467.84 $2.946,78 $26 521.00 g 54.11 Weston.-Close Protect ..... 10/412014 -r,_. • $0 00 $361134.Q0 tt =i Total Payment Minion.Amount for this Stale 4 5311,340.00 $36,634 60 $366 340.00 91 N 54494149.00 $49 900.00 :2142860 3349400.m IX 4 Wont*Contract S4 073 421 00 C0_001 Contract 549 900.00 L. = C0_002 Contract $21 428.00 0 C0_003 Contract $349 400.00 fisiae X C 114 +Revised Contract $4,494,145330' •=