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Home My WebLink AboutENQUESTA REPORTING PORTAL STATEMENT OF WORK AUGUSTA UTILITIES DEPARTMENT AUGUSTA, GA ENQUESTA REPORTING PORTAL STATEMENT OF WORK SYSTEMS &. SOFTWARE, INC. /C'V Syst;ems & Software Confidential to Systems & Software, Inc. Author: [insert name] Augusta Utilities Department - enQuesta Reporting Portal Page 1 of 14 Proprietary and Confidential to Systems and Software, Inc. 11/17/05 Document Control . Change Record Date Author Version Change Reference 9/30/2005 Bob Flahertv 1.0 11/17/2005 Bob Flaherty 2.0 Modified Contract Sicninc Date ~ ~ .- Reviewers Name Position Steve Little Assistant Director of Finance & Administration Alma Steohenson Customer Services Sunerintendent Tameka Allen Director of IT Mike Blanchard Aoolication Manaaer Courtnev HuskamD Proiect Leader " . Approvals Name Position Max Hicks I Director Steve Little I Assistant Director of Finance & Administration ." . .. Distribution copy Name Location No. 1 Aucusta Utilities Deoartment 2 S&S Internal 3 4 5 6 7 Augusta Utilities Department - enQuesta Reporting Portal Page 2 of 14 11/17/05 Proprietary and Confidential to Systems and Software, Inc. Table of Contents INTRODUCTION ................................................................................................................4 Background................................................................................................................. 4 Objectives................................................................................................................... 4 PROPOSED HIGH LEVEL SCOPE AND SCHEDULE .......................................................... 5 Proposed High Level Activities and Timeframe .......................................................... 5 General Project Responsibilities................................................................................. 5 enQuesta Reporting Portal Implementation Scope..................................................... 8 ENGAGEMENT LOGiSTiCS......................................... ............................... .......... .............. 10 Contract Type........................................................................................................... 10 enQuesta Reporting Portal Summary Pricing .............. ......... ............... ................ ..... 10 enQuesta Reporting Portal Detail Pricing ................................................................. 11 Payment Schedule................................................................... ...................... ........... 12 Maintenance Terms ................ .......................................... ............................ ............ 12 SCOPE CLARIFICATIONS AND ASSUMPTIONS............................................................... 13 Out of Scope .................................................................................................. ........... 13 ACCEPTANCE........................................................................... ......................... ................. 14 Acceptance - Augusta Utilities Department................................................................... 14 Acceptance - Systems and Software.............................................................................. 14 Augusta Utilities Department - enQuesta Reporting Portal Page 3 of 14 Proprietary and Confidential to Systems and Software, Inc. 11/17/05 INTRODUCTION Background Augusta Utilities Department (AUD) and Systems and Software (5&5) have agreed to engage in the implementation of 5&5' enQuesta Reporting Portal product. The enQuesta Reporting Portal will provide Web-based reporting capability and data access to the underlying enQuesta production information. A robust and easy to use set of tools will enable AUD to quickly and easily create and distribute reports to their user community. The enQuesta Reporting Portal integrates the reporting environment with enQuesta allowing for single click access from one environment to another. Additionally, the enQuesta Reporting Portal is based on Cognos' ReportNet product, which ultimately will replace Cognos' current Impromptu ad-hoc reporting tool (which AUD currently has installed). Cognos' ReportNet is both strategic and instrumental to enQuesta's long-term product direction. Objectives . Provide AUD the opportunity to achieve greater efficiencies and data access through the implementation of 5&5' advanced reporting solution, the enQuesta Reporting Portal and Cognos' ReportNet, and deliver timely, accurate role-based reports to AUD enQuesta end-users . Provide AUD an intuitive, easy to use reporting environment with user-friendly field names and business rules built in . Provide a single-click integration between enQuesta and the enQuesta Reporting Portal, facilitating reporting and data access for AUD end-users . Provide AUD with immediate return-on-investment and value by delivering five standard AWWA reports as part of standard enQuesta Reporting Portal deployment. Additionally, this library of AWWA standard reports is expected to grow and expand over time . Provide a low-cost of operational maintenance thru a web based reporting toolset that requires no client side installation . Enable AUD to create sophisticated reports as well as more accurate reports, on the fly, with real-data presented as the query or report is being created . Bring AUD live on 5&5' most current generation reporting toolset and position AUD to take advantage of enQuesta's long-term strategic direction Augusta Utilities Department - enQuesta Reporting Portal Page 4 of 14 Proprietary and Confidential to Systems and Software, Inc. 11/17/05 PROPOSED HIGH LEVEL SCOPE AND SCHEDULE Proposed High Level Activities and Timeframe To meet the project objectives, the following approach to implementation and delivery is recommended. Please note, that upon receipt of a signed Contract, AUD and S&S will work together to determine a mutually acceptable implementation schedule. H ig h Level Activity Timeframe Contract Signing December 20, 2005 Project Kickoff TBD Install New enQuesta Reporting Portal Server TBD AUD - ReportNet Training TBD AUD - Testing of enQuesta Reporting Portal Deliverables TBD enQuesta Reporting Portal Go Live TBD enQuesta Reporting Portal Systems Acceptance TBD General Project Responsibilities Organizationally, both the Augusta Utilities Department and 5&5 will maintain a consistent set of responsibilities across each phase of the project. These general responsibilities include: A. General 5&5 Responsibilities I. Overall Project Management and adherence with the Project Communications Plan, including the providing and updating of Project and Resource Plans and monthly Status Reports, to ensure the successful, on-time delivery and implementation of enQuesta Reporting Portal. II. Operational training for key personnel and users to be offered onsite and/or remotely. III. Joint participation with AUD to create a set of Acceptance Criteria Test Cases for this Statement Of Work IV. Services to be provided both remotely and onsite. Night and weekend work included as necessary . V. Delivery of five AWWA standard reports as part of the enQuesta Reporting Portal library . A. Top 10 Consumption Report B. Top 10 Revenue Report C. Work Order Status Report D. Top Delinquent Accounts Report E. New Connections Report VI. Adherence to the terms and conditions contained within the Systems & Software Annual Software Maintenance and Support Contract (ASMSC). Augusta Utilities Department - enQuesta Reporting Portal Page 5 of 14 11/17/05 Proprietary and Confidential to Systems and Software, Inc. B. General Augusta Utilities Department Responsibilities I. Assistance with overall project oversight and management to include ensuring availability of AUD Functional Subject Matter Experts for input to and participation during: requirements, specifications, test plans creation and test plan execution activities II. Sign off on project related documents and deliverables including: requirements, specifications, test plans developed and executed covering business critical functional areas, including interfaces III. Joint participation with 5&5 to create a set of Acceptance Criteria for this Statement Of Work IV. Sign off on developed and executed Acceptance Criteria for the purpose of achieving system accepta nce V. Key personnel and user participation in operational training to be offered remotely and/or onsite. AUD related travel expenses for training in Vermont is to be borne by AUD. VI. Provide proper seating space and meeting room space for 5&5 on-site project team needs, as necessary VII. Provide proper meeting room space to serve as a Project Conference room, as necessary VIII. Assist 5&5 Network & Security personnel with the implementation and testing of a secure, Cisco 3002-based, authorized remote support connection to the Augusta Utilities Department (AUD) enQuesta Reporting Portal server. IX. Adherence to 3rd Party Software maintenance requirements, including: a. Micro Focus upgrades - Customers not at Micro Focus version "Server Express" 2.0.10 or above need to upgrade to this level. This is a charged upgrade from the vendor, as it is a new product entirely b. Production enQuesta operating systems: IBM AIX or Red Hat Linux upgrades - 1. Customers running IBM AIX on their production enQuesta server must be at IBM AIX operating system level 5.2 or greater will need to upgrade to this level. This may be a charged upgrade from the vendor. 2. Customers running Red Hat Linux on their production enQuesta server must be at Red Hat Enterprise Linux AS operating system level 3.0 or greater will need to upgrade to this level to accommodate enQuesta. This is a charged upgrade from the vendor, as it carries no annual software maintenance fee from the vendor c. Microsoft Windows upgrades - Customers running Microsoft Windows Server 2003, for Cognos ReportNet, must be at Windows Server 2003 R2 or greater will need to upgrade to this level to accommodate the enQuesta Reporting Portal. This is a charged upgrade from the vendor, as it carries no annual software maintenance fee from the vendor. d. Cognos levels - Customers not currently at Cognos ReportNet v1.1 will need to upgrade to this level to accommodate the enQuesta Reporting Portal. This upgrade would be provided under the annual software maintenance program, assuming the Customer is paying maintenance to Cog nos thru 5&5 for a prior Cog nos ReportNet version. e. Oracle Augusta UtilitLes Department - enQuesta Reporting Portal Page 6 of 14 Proprietary and Confidential to Systems and Software, Inc. H/17/05 enQuesta Reporting Portal Implementation Scope The scope of this project will include an implementation of enQuesta Reporting Portal functionality. This implementation is targeted for a TBD "Go Live". The specific enQuesta Reporting Portal implementation scope includes: A. Implementation of enQuesta Reporting Portal including ReportNet server configuration and necessary software. It is assumed that ReportNet content stores will reside on the enQuesta production server. This is to save on additional database licensing costs. However, if AUD desires, these content stores can be moved to the ReportNet server and additional database licenses would be required. B. Integration of enQuesta, via single-click, to the enQuesta Reporting Portal environment C. Training and mentoring of AUD's reporting personnel in the enQuesta Reporting Portal and enQuesta Reporting Portal package. Training attendees must have previously attended the appropriate Cog nos ReportNet training. 5&5' enQuesta Reporting Portal onsite training and mentoring is budgeted not to exceed 2 5&5 person days. D. Cognos public training for up to 2 AUD personnel for a total of 11 days, to include: I. Cog nos ReportNet Ad-Hoc Querying - Web Based Training for 2 people II. Cog nos ReportNet Report Authoring I - 2 Days for 2 people Note: This training may occur before 5&5' enQuesta Reporting Portal training III. Cog nos ReportNet Report Authoring II - 3 Days for 2 people Note: This training should occur after 5&5' enQuesta Reporting Portal training IV. Cognos ReportNet Administer the Reporting Environment - 1 day for 1 person E. Cog nos ReportNet Licenses - Cog nos ReportNet has different levels of licenses and versions of the product. Each version or level of license has a corresponding level of capability / functionality as well as cost. The following outlines the different versions of Cognos ReportNet and a summary of the product capability: I. Administrator - View Reports, Set Personal Preferences, Run & Schedule Reports, Interact with Report Prompts (i.e. Prompted Reports), Output Reports to PDF / CSV / HTML / Excel etc., Subscribe to Scheduled Reports, Create & Manage Report Folders, Personalize Standard Reports, Use Query Studio and Report Studio, Administer ReportNet environment for the Enterprise including server / security / report scheduling administration, Model Metadata via Framework Manager. Cost: $7,000 / License II. Administrator Runtime - To be used ONLY against enQuesta. Provides all the same capabilities as Administrator with the exception of the ability to Model Metadata via Framework Manager. Cannot be used on data stores or environments other than enQuesta. Cost: $3,500 / License Augusta Utilities Department - enQuesta Reporting Portal Page 8 of 14 Proprietary and Confidential to Systems and Software, Inc. 11/17/05 III. Professional Author - View Reports, Set Personal Preferences, Run & Schedule Reports, Interact with Report Prompts (i.e. Prompted Reports), Output Reports to PDF / CSV / HTML / Excel etc., Subscribe to Scheduled Reports, Create & Manage Report Folders, Personalize Standard Reports, Use Query Studio and Report Studio. Cost: i. $2,000 / License if used against enQuesta & enQuesta Reporting Portal ONLY. This is a "limited" license. ii. $2,500 / License for an "unlimited" license that may be used against any other AUD data or applications. IV. Business Author - View Reports, Set Personal Preferences, Run & Schedule Reports, Interact with Report Prompts (i.e. Prompted Reports), Output Reports to PDF / CSV / HTML / Excel etc., Subscribe to Scheduled Reports, Create & Manage Report Folders, Personalize Standard Reports, Use Query Studio. Cost: i. $1,040/ License if used against enQuesta & enQuesta Reporting Portal ONLY. This is a "limited" license. ii. $1,500 / License for an "unlimited" license that may be used against any other AUD data or applications. V. Consumer - View Reports, Set Personal Preferences, Run & Schedule Reports, Interact with Report Prompts (i.e. Prompted Reports), Output Reports to PDF / CSV / HTML / Excel etc., Subscribe to Scheduled Reports, Create & Manage Report Folders, Personalize Standard Reports. Cost: i. $640/ License if used against enQuesta & enQuesta Reporting Portal ONLY. This is a "limited" license. ii. $950 / License for an "unlimited" license that may be used against any other AUD data or applications. VI. Recipient - View Reports, Set Personal Preferences. Cost: i. $240 / License if used against enQuesta & enQuesta Reporting Portal ONLY. This is a "limited" license. ii. $350 / License for an "unlimited" license that may be used against any other AUD data or applications. Augusta Utilities Department - enQuesta Reporting Portal Page 9 of 14 Proprietary and Confidential to Systems and Software, Inc. 11/17/05 ENGAGEMENT LOGISTICS Contract Type All contracted Software, Hardware and Services will be provided on a Fixed Fee basis. Scope as laid out in this Statement of Work. Outside of the scope of this Statement of Work, any additional 5&5 software, 3rd Party Software, Hardware, 5&5 Services, 3rd Party Services or Expenses will be handled either under a separate contract or on a Time and Materials basis. enQuesta Reporting Portal Summary Pricing -~~--_._-_. ; o:::-;:-~- ~- - - - -- ,-,- -, - I '-'-"'--'~l L__ __ uJ-".:J[.:.L;Jl2....,.-;.ri.2-'-~_:.':~:. _~L__ _t~~Jt-l.~_ : Hardware Total $ 6,675.00 Third Party Total $ 15,568.00 S&S Software Total $ 7,200.00 Services Total $ 21,120.00 Travel & Expenses $ 1,750.00 ~--- - - ---- ~---l ~ ~ ~ I _ _, _, -,.~ r--:"(::i r-;;--""'JiLI"""3 I, ~~ .::i':;l '_.,_1':-::. '~JI~' ~~~_ LrLr.....':.. 1 _-~I =1 _~ .-'~r~ _l[~..[)~~JL....:::... .__ . .'___--.-----J Augusta Utilities Department - enQuesta Reporting Portal Page 10 of 14 Proprietary and Confidential to Systems and Software, Inc. 11/17/05 enQuesta Reporting Portal Detail Pricing r----~rr-(~.::-:-J rf ,- -::>~;-::-.,---; --- i'::'< ,- '--~~~-- I ~~(;YL ' r n, \'. n M ; ,[. "Fi - I I L- j ~L" ~~j"'.'1L:.A-~~___'-~l.~!r" I t.' Ato I '"--'-~'"--:=~_---.J~.........' ~~~ .J~""::1 I I . _ - _ - -- - Hardware $ 6,675.00 $ 1,300.00 Dell PowerEdge - One-way Xeon 3.2Ghz CPU with $ 6,500.00 $ 1,300.00 2GB Memory, 272GB Internal Drives and Dual NICs Shipping -To S&S and then from S&S to AUD $ 175.00 Third Party Total $ 15,568.00 $ 2,072.40 Oracle Enterprise Licensing (for Production enQuesta Data Access as well as ReportNet Metadata / Content Stores) $ - $ - It is assumed that currently licensed Oracle seats will be utilized enQuesta Reporting Portal Cognos Reportnet Administrator Runtime (1 License) Business Author (0 License) Professional Author (2 Licenses) $ 9,420.00 $ 2,072.40 Consumers (3 Licenses) * Note - licenses are for accessing enQuesta data stores only Cognos Education (see Cognos Training under $ 6,148.00 $ - enQuesta Reporting Portal Implementation Scope) S&S Software Total $ 7,200.00 $ 1,440.00 enQuesta Reporting Portal - enQuesta Reporting Portal framework and proprietary packages for CIS -- $ 7,200.00 $ 1,440.00 Licensed for 6 End-Users Professional Services Total $ 21,120.00 $ - Project Management $ 3,200.00 $ - Data Conversion $ - Implementation, Configuration and Testing $ 6,400.00 Training and Documentation Training to include: End-user, Operational, enQuesta $ 5,120.00 $ - Reporting Portal environment & Paclcages Go-Live (Onsite and Remote) and Post Go-Live $ 6,400.00 SUDDort Travel & Expenses $ 1,750.00 $ - Travel & Expenses - Includes: Product Installation, Training, Testing, Go-Live - Budget not to exceed 1 $ 1,750.00 $ - person trips @ $1750 each ----- --- - --- - - -- II?~--r;:~~ lliJiJ'n:1 - ---- -- II ~ ~ Augusta Utilities Department - enQuesta Reporting Portal Page 11 of 14 Proprietary and Confidential to Systems and Software, Inc. 11/17/05 Payment Schedule Deliverable Pavment Amount Date Contract Signing Ordering of Hardware and Software Initial enQuesta Reporti ng Porta I Configuration Live on AUD Server $6,861.00 $29,443.00 December 1, 2005 TBD $6,861.00 TBD Go Live $6,861.00 $2,287.00 $52,313.00 TBD Systems Acceptance TOTAL TBD Maintenance Terms 5&5' enQuesta Reporting Portal Maintenance to commence 30 days after Go Live. All 3rd Party Software Maintenance and Hardware Maintenance, if applicable, due upon initial ordering. Augusta Utilities Department - enQuesta Reporting Portal Page 12 of 14 Proprietary and Confidential to Systems and Software, Inc. 11/17/05 SCOPE CLARIFICATIONS AND ASSUMPTIONS Out of Scope For the purpose of clarity, the following items are specifically deemed to be outside of the scope of this engagement. Both Augusta Utilities Department and 5&5 agree to reserve the right to enter into negotiations covering items currently known to be outside of scope or not yet currently defined. It is acknowledged that those negotiations would potentially lead to a Scope Amendment (Change Order or Contract Amendment) to this project or a separately defined project. . Any Services required to design, create or convert AUD's existing Impromptu reports . FMS Reporting Portal Packages are not included. CIS packages only. Augusta Utilities Department - enQuesta Reporting Portal Page 13 of 14 Proprietary and Confidential to Systems and Software, Inc. 11/17/05 ACCEPTANCE Accepted by: Acceptance - AUQusta .LJtiliti'ilO Gg9aFtFl'teR~ ( ~ (' Il-- to{J4, (r- W- KAtrM /:t J~:>. /tJ5 I " Date: Title: Purchase Order #: A'~~+~~ Ct~v(~ d P e) l-.-..(",;..~~ Acceptance - Svstems and Software ?-.- c> I Date: an6iss~~ CFO \""2.- \'"L '6 \ ~ Accepted by: Title: Augusta Utilities Department - enQuesta Reporting Portal Page 14 of 14 Proprietary and Confidential to Systems and Software, Inc. 11/17/05