#08 (CS Stars SOW #2)
16E 21:
CS STARS
CS 81 ARS Statement of Work
#2 for Collier County Board of
Commissioners
------------------
------------------
------------------
Brett Greenway. Senior Account Manger
CS STARS LLC
34 75 Piedmont Rd., Suite 1200
Atlanta, GA, 30305
Phone: 404.995.3016
Fax: 404.995.3017
Email: bgreenway@csstars.com
October9,2008
Version 1
This document contains proprietary and confidential business information and is intended solely for
employees of Client. No portion may be reproduced or shared with consultants or other third parties
without advance written permission from CS STARS LLC.
Page 1 of11
16 E 21:..i':1
CS STARS
Table of Contents
1. Project Scope and Deliverables .................................................................................................. 3
A. . MIgration of Standard System ConfiguratIon ....".........."."...........3
B. Migration of Data ConversIon ..........................."..............................5
C. Migration of ReportslReporting ........................................................5
D. TrainIng on Enterprise Product .............................................."........6
E. Project Management............... .... .............. ......... .... .............. ...............6
F. Travel.. ......... ........ ............ .................... .......... ............ ........ ....... ...... .......7
2. Pricing and Invoice Schedule ....................... .......................................... ........... .......... ................. 8
3. Statement of Work Approval................ ................................................ ............. .... ......................... 8
Project Management Appendix.... ...... .......................................... ................................. no....... no ........9
Page2c111
16 E 21' I'!':\
CS STARS
Statement of Work #2 for STARS 1M Software
This Statement of Work #2 ("Statement of Work") describes services to be performed by CS STARS LLC res
STARS") for Collier County Board of Commissioners ("Client"). This Statement of Work is subject to all the
terms and conditions of the Software License and Services Agreement entered into by the parties on
November 24, 2008 (the "Agreement").
This Statement of Work is effective on November 24, 2008 (the "SOW #2 Effective Date") and will remain in
effect through Migration Closure (as defined herein), unless terminated sooner in accordance with the
Agreement.
Any capitalized terms not defined in this Statement of Work shall have the same definitions as set forth in the
Agreement.
1. Project Scope and Dellverables: Identifiable deliverables included in this Statement of
Work
2. Price and Payment Schedule: Cost breakout for project products and ongoing services
3. Statement of Work Approval
4. Appendices and Additional Approvals: Additional details that apply to information
contained in this Statement of Work
1. Project Scope and Deliverables
The following describes all initial Services to be performed by CS STARS under this Statement of Work.
My services or deliverables not specified in What's Included in this Deliverable column are expressly
excluded from this Statement of Work.
A.. Migration of Standard System Configuration
The following deliverables will be configured using standard configuration tools in the STARS software.
I w..s.lftCMlldln1hilJ b........
I o.c.-..
Software migration services to
be performed by a primary
support team that will leverage
resources and experience of
STARS personnel to migrate
Client from STARS ™
Professional Edition ("STARS
PE', to STARS 1M Enterprise
i ("STARS Enterprise)
IMigratlon of ----.-.--I,-system-rliigratiOnserVices---- ,
System as follows: .
I Convert existing STARS PE
I database to the STARS ,
Enterprise database model .
I
I
I
I~
Migration of
Software
Conversion of aildaim records.
Conversion of all reserve and payment
records.
Conversion of notes and diaries.
Conversion of rolodex records to contact
records
Conversion of required policy information
if applicable
.
Page 3 of 11
I~
MIgration of Codes
and Fields
Migration of
Screen Design
Migration of
Location Hierarchy
Migration of
Events and
Validations
Migration of
Interview Entry
16E21'
CS STARS
I~~.on
Convert codes and code
descriptions from STARS PE,
such as cause codes,
i payment types, etc., into
) STARS Enterprise
.r-------.--..
I Convert existing screen
designs for the following
I modules:
181 Incidents
f8I Claims
f8I Occurrence
I f8I Transaction
f8I Contacts I Vendors
Il8I Policy
18I Location
I
I WttIitalRCludld In" DelIwrabIe
. Convert existing field labels as they exist in I
STARS PE .
. Code and Field label clean-up or revamp is I'
not included
___'____'__ ....__..__..___.____._____._,1
The following items are not included as part
of the Migration Services:
. Replication of My STARS settings
established by each current STARS PE
user.
. Replication of specific search menus
established by each current STARS PE
user
Convert existing location .rMig~ti~n in-~~des C.O.P.E. data
hierarchy from STARS PE 'Location structure reorganization is not
account design into a STARS included in migration services
Enterprise location structure.
rsetUP~fUS~~ IDs in STARS -...- -, Deri~;u~~ ~~ritY'g;oups in-STARS --
Enterprise Enterprise in order to provide similar
security restriction currently in place in
I STARS PE.
I . All users will require a valid email address
I
I I
~~~~ti:~n~;~~:~onsand ---/'--------- -- -.-- --.-------..-.-----.-/'
I ~figured in STARS PE.
I t
CS STARS will migrate . This does not include the configuration of I
existing configuration of the Review of Incidents module. i
Interview Entry into STARS ™ i
Enterprise after consultation I
with Client and based on
specifications mutually agreed I
to~h_~ J
Page4of11
16E21~
CS STARS
B. Migration of Data Conversion
Migration of the following ongoing data sources to allow for source updates into the STARS Enterprise
database:
,--
I Data Source
r Johns Eastern
I
I
-I Com_
CIains
o TI'lIIlldoI8
B=:'-
o ConIadiI Vendcn
o OSHA Data
OPdlCyData
o L.ocaIIooData
o Vaiues Dala
OOlher:
rFNq-
.AmuaIy
Semh6mJIIlIy
Qunwty
.~ MootNy
Dfl.Wiekly
o WwJ6y
o Once Daily
DOI1er:
I DG~ng
DetaIls
Standard Data PmaIssi Ig
Note: The following items are not included as part of Migration Services as part of on-going Data
Sources/conversions as they pertain to migration accounts:
· The migration is not meant to address outstanding issues or change requests related to on-going data
feeds. All open items pertaining to on-going data feeds must be addressed and closed out prior to the
migration. In the event that these issues are not addressed prior to the migration, the CS STARS
service team will work with the client to develop a plan to address outstanding items.
· Migration services do not include programming to account for takeover claims or layout/format
changes.
C" Migration of ReportslReporting
Migration of existing STARS PE reports as follows:
I o.uv.n.bIe
Existing standard
STARS PE reports
~
Existing STARS PE reports
using STARS PE standard
report templates will be
converted to the STARS
I Enterprise database.
~..IncIudId.Jn" DeIIvMbIe
. Previously configured My Reports and
Alerts will need to be reconfigured by the
individual user.
. Existing Report bursting capabilities for
report distribution will need to be recreated
by the CLIENT.
-_.___.._n__.....__.....______..__.____.____..______.__.._'_'__"""_""'_~_"
._'n. __ ... .._.__....______.__.___.__._____..
Page 5af11
16E2i'
,. .
, -
CS STARS
D. Training on En1erpI ise Product
I DeeGnpao.t
I DellYenlble.
Instructor Led
TraIning
Live instructor led training for
large groups of Client users.
I WhIIfalncluded In" DeUwrabIe
. 1 day (8 hours maximum per day) of
onsite instructor led training for up to
15 colleagues at Client's Naples
location or at a CS STARS training
facility.
. Configuration of standard training
materials
I
I
I
J
E. project Management
1ww-...1ncIucIecI ~.... .~
. Project sd1edule indicating estimated
project completion, critical paths and
slack
. Project status reports and calls. to
discuss activities completed. activities
scheduled and issues
. Implementation support from the CS
STARS Project Management Office
I ~MO) !
-.-.- --.--...---..-........-----.----..-----/
Client User Acceptance Testing . CS STARS will provide Client with i
is required for approval of all project deliverable for User I
deliverables outlined in the Acceptance Testing and will provide
Project Scope and Deliverables Client gUidance on the testing process.
section. If Client does not
provide CS STARS with
feedback, the deliverable will be
deemed accepted thirty (30)
days after delivery.
I.DefMf&le I ~.~
I Project Management - The Project Management
I Institute's (PMI) best practices
for managing projects via the CS
I STARSPro™ methodology.
Client User
Acceptance Testing
--------.--.-.....-.-----~----------,--..-.___.._'__h_____~
Page6af11
"gra"n. C'os."
16 E 2 '1.' !.,~
CS STARS
._----,
,
I
I
I
Migration Closure is defined as
the following:
· Client User Acceptance
Testing period has elapsed.
. The deliverables outlined
above are provided in
substantial conformity to the
specifications set forth in this
Statement of Work:
· Client is provided a migration
services closure letter and any
supporting data validation
documentation created as part
of the deliverables.
· Access to STARS
Professional Edition is
discontinued
_J
Additional details regarding project approach and responsibilities can be found in the Project
Management Appendix.
F. . Travel
I Dellvelable
I Travel
I
I
I
I
~.~udecllft~
"
"
Travel may be required for Services including, but not limited
to, training, working meetings, stewardship meetings, project
meetings, and technical services required for the Migration.
1 trips for 2 team members for up to $750 per person are
included. Additional travel will be billed as incurred. ----.J
Page 7 cl11
16E21:~t.~
CS STARS
2. Pricing and Invoice Schedule
See Financial Appendix for additional billing details. Fees do not include applicable taxes. All fees are subject
to U.S. State Sales Tax, where applicable.
I ~ I Fees I PaymentScheduIe
I Year 1 Fees I Migration Feel I $6,666.68 r-- Billed on SOW #2 Effective
, I Date.
i I
: I
I---.-----~--------.-.------r------.--.r;----.------------._--
! Year 2 Fees Migration Fee I $6,666.66 I Billed on November 24. 2009
; t:
! Year 3 F-;~s ---lMigratiOn F~----------- r $6,e66.6S---m---- r'BiII~d onN~ve';;-be~ 24~2010------
3. Statement of Work Approval
This offer will expire on November 23, 2008.
IN WITNESS WHEREOF, the undersigned have duly executed this Statement of Work. or have caused
this Statement of Work to be duly executed on their behalf as of the SOW #2 Effective Date.
Collier County Board of Commissioners
CS STARS LLC
Name
Name
-'( ~~ (h ~.?
~ ,,~ f ..d----- {;
Signature '.
( .:>
'sl. ~ ( ( (',I..\Joi"\.. -\- MCA.H\O""c,5". -[
Title '_
{()ji~/C~
Date' I
~~~~
7:)Jrleh-r, /2,,JJC ~.., .
Title
I'~Jz,,/~y
Date ,
Page 8 ct 12
16[:"211'
~'i
CS STARS
Project Management Appendix
Engagement Methodology - The CS STARSPro™ project management methodology is a disciplined
approach to project communications and project management and control. It incorporates timely check-
points to ensure Client expectations of deliverables are consistent with CS STARS's expectations.
This engagement methodology requires mutual communications and project management discussions
between CS STARS and Client. This collaboration will appear in the form of regular status meetings.
change control procedures as necessary and frequent project progress reports.
Customer Role Review
The Customer Role Review is designed to help CS STARS's clients understand their part in the major activities
of a CS STARS project. It outlines major milestones, highlights decisions needed from Client and points out
implications of changes to the project scope.
The following Client roles are recommended for a successful project:
Client Business Sponsor- This person will be responsible for final approval and signoff on all deliverables.
They will also serve as a point of escalation for any project related risks or issues.
Client Project Manager- This person will work directly with the CS STARS project manager to manage project
timelines, risks and align Client resources to complete tasks within the timelines outlined in the project schedule.
Client System Administrator- This person will be the ongoing resource assigned to maintain the STARS TM
software. They will work directly with the project team to define specifications and understand configuration
options selected during implementation.
Milestones
Project milestones act as thresholds and help to indicate whether a project is on track to finish as expected.
Specific milestones vary by project, but in general, they are defined as the group of accomplishments. results,
deliverables and events that measure project progress. The following outlines typical project milestones in a CS
STARS project and provides a high level overview of what the CS STARS team will need from Client in order to
perform CS STARS's obligations under this Statement of Work.
Major Milestone
i Client cOr1ti1butIons
Kickoff meeting
A successful kickoff meeting requires attendance by project sponsor, project
managers and end users. Identification of decision maker or point-person during
this meeting is essential. Client and CS STARS will review the Statement of Work
during this meeting to confirm accuracy and completeness of project deliverables.
Completion of
specifications.
Engagement during specification process; Client may need to produce sample of
output files or data from legacy system(s) to be integrated with CS STARS
software.
Test environment
established
If installation is local, hardware for test environment is to be supplied by Client. ASP
installations will include a test environment provided by CS STARS.
Transfer of deliverables
from test to production
environment.
Commitment to structured user acceptance testing and signoff on deliverables at
the conclusion of User Acceptance T estin9 (UA T). Please note that Client UA T is
generally required within 2 weeks from Client's receipt of a deliverable from CS
STARS. A deliverable will be deemed accepted if no feedback is received by CS
STARS within thirty (30) days of delivery to Client
---.. -j-Clletlt'~ns
,
: Major Milestone
Page9c111
----..........~.-,.......----.... "I
16t 21J~
CS STARS
:~ ~~1
. Io.l
' . :.~.l
.',
Training
Successful training requires a complete audience of stakeholders and end users. If
training is to be held at Client's facility, Client will be responsible for securing a
training location/room, requesting staff participation, scheduling, etc.
Decisions Needed
Throughout the project. the CS STARS team will need Client to make choices about the implementation of the
ST ARSTM software. Decisions vary by project, but in general, they follow the nature of the decisions outlined in
the table below. Also included in this table is the nature of the information to be provided by Client and a rough
estimate of the timeframe.
: =nSand ACtions _"_u r~n N..d8cf'
i TImeframe
,
System specifications
Decisions regarding screen designs, security setup and
other system specifications such as custom solutions
or custom reports.
Beginning of project
Validation of data
conversion deliverables
Approval and signoff is needed on data mappings and
prior to final load of conversion into the system.
Middle of project.
Decisions regarding third-
party deliverables
Decisions may be required if third-party
datalinformation is late. incomplete or missing.
Middle of project
Signoff on deliverables
Project sponsor required to sign off on all incremental
deliverables and final implementation within ten (10)
business days of Clienfs receipt of any deliverable.
Middle of project and
End of project.
Change Deadlines
Research shows that for every month a project progresses there is a 1 - 2% increase in the scope of the
project. This is evident even in controlled conditions (I.e. project management). Further, as the project
progresses, the cost of change increases substantially - change becomes more expensive and time-
conSUming. With this in mind, CS STARS recommends placing a limit on change requests through change
deadlines. Please note that change deadlines are recommendations to maintain the project schedule. Mutually
acceptable changes to this Statement of Work will be outlined in a written amendment to the Statement of Work
and may result in additional cost to Client.
Change control procedures consist of:
· Problem Identification (Client)
· Impact Estimation (CS STARS)
· Signoff of change control documentation (Client)
· Change Initiation (CS STARS)
. Change Validation (Client)
· Approvals and Acceptance (Client)
Page 10cl11
16 E21. ~
CS STARS
i
~~
The CS STARS project manager works with Client to define what constitutes a minor change, a change
to existing scope or a change outside scope. Changes allowed will be based on the agreed upon project
timeline and will adhere to the below basic guidelines for all CS STARS projects.
, Change Type
r R8con1m.1'Ideci De8cnine
I
Minor changes
Permitted up to month prior to "go live"
Changes to existing project scope
Permitted up to the mid point of implementation
Changes outside project scope
Permitted up to the first quarter point of implementation
Collier County Board of Commissioners
CS STARS LLC
Name
Name
~~
~
S, A L (ov...("\~ C'Y\c..~(~~
Title
10 Jj ~ J6(>
Date I '
Q:~
lHh~/ ~~*!4"""
Title
/,/;fI',g/
Date
Page 11 of11