HomeMy WebLinkAbout2017-01-24; City Council; ; Adopt a Resolution approving the execution of amendments to the Master Service Agreement with Velocity Technology Solutions, Inc. in an amount not to exceed $1,095,265@S~~ff R~por
Meeting Date:
To:
From:
Staff Contact:
Subject:
Recommended Action
January 24, 2017
Mayor and City Council v
Kevin Crawford, City ManageiV'
Barbara van Rekom, IT PMO
Barbara.vanrekom@carlsbadca.gov or 760-602-7549
Julie Clark, Human Resources Director
Julie.Clark@carlsbadca.gov or 760-602-2438
Adopt a Resolution approving the execution of amendments to the Master
Service Agreement with Velocity Technology Solutions, Inc. for application
management, hosting services and professional services for the Lawson Human
Capital Management System (HCMS} software in an amount not to exceed
$1,095,265.
Adopt a Resolution approving the execution of amendments to the Master Service Agreement with
Velocity Technology Solutions, Inc. for application management, hosting services and professional
services for the Lawson Human Capital System (HCMS) software in an amount not to exceed $1,095,265.
Executive Summary/Discussion
Staff is recommending that the Council approve amendments to the existing contract with Velocity
Technology Solutions, Inc. (Velocity), to extend the hosting services and to add application management
services to upgrade the HCMS system for Human Resources, Benefits and Payroll.
The City has contracted with Velocity to host the Lawson Human Capital Management System (HCMS)
software since 2010. The proposed hosting solution includes application management with hosting
support of the Lawson Applications as part of the HCMS upgrade project. This upgrade will provide
economies by maintaining hosting services for the HCMS infrastructure and Velocity will provide expertise
and specialized managed services to support the HCMS system.
Currently, Velocity hosts our Lawson Human Resources, Benefits and Payroll applications. With the
proposed solution (Attachments A through E to the Resolution), in addition to the hosting services,
Velocity will provide full functional application support and all future upgrades for a three-year period.
The existing Master Agreement supports:
• All hardware, operating system, and database licenses and maintenance along with infrastructure
support for the HCMS Lawson application
The proposed solution will add, to the existing agreement the following:
• Full functional and technical support to the City's HCMS system and processes.
• Extended support, to include existing interfaces and Lawson Business Intelligence (LBI) reports.
• Upgrade the Lawson application from version 9.0 to version 10.0 due to the end of life support of
version 9. If a new upgrade is released within 12 months of the contract expiration, Velocity will
provide the upgrade at no cost.
• True 24/7 /365 support coverage.
• Redesign of Employee Self Service and Manager Self Service modules.
• Retrofit existing Process Flows to Process Automation (PA).
Item #5 January 24, 2017 Page 1 of 32
• Velocity will migrate and support all existing LBI reports from the current LBI system to the new
LBI version 10.0 system.
• Retrofit and support of Customizations, LBI Reports, and Lawson Interfaces.
• Execute application upgrade with documented issues and application update requirements.
• Application and configuration re lated to LBI and PA.
• Migrate existing Velocity Database access, both user list and rights.
• Migrate Environment Scripts and Tokens.
In addition, Velocity will provide Professional Services related to the upgrade as follows:
• Conduct a Technical Compass Utilization Review of our current usage of the Lawson 9.0
application to further identify gaps and help map our requirements to upgrade to 10.0 version.
(Attachment C to the Resolution.)
• Assist the City with fully implementing data and application security within the Lawson application
as defined by the end user roles. This effort is a prerequisite to the upgrade from version 9.0 to
version 10.0. (Attachment D to the Resolution.)
• Post upgrade, Velocity will provide onsite go-live support and onsite support for our first payroll
run. (Attachment E to the Resolution.)
• Automate the Personnel Action Form leveraging workflow capabilities in Lawson. Velocity
estimated this effort based on current scope and needs. However, the cost of these deliverables
will be defined in a future change request.
Fiscal Analysis
The cost of the proposed three-year contract and upgrades:
Description Vear 1 Vear 2 Year 3 Total
Hosting $ 302,906 $ 318,052 $ 333,954 $ 954,912
Professional Services {PS)
Security $ 14,168 $ 14,168
PS Personnel Action Form
automation $ 56,055 $ 56,055
PS Compass Utilization
Review $ 38,480 $ 38,480
On-site support for go-live
and 1st payroll run $ 16,650 $ 16,650
Travel $ 10,000 $ 10,000
Contingency $ 5,000 $ 5,000
Grand Total $ 443,259 $ 318,052 $ 333,954 $ 1,095,265
The first-year funding, $443,259 will come from the FY 2016-17 IT Operations budget and previously
approved Innovation Funds. Costs for years two and three will require an additional $100,000 per year,
which, will be funded through the annual budget process.
Next Steps
Execute all the agreement documents with Velocity Technology Solutions, Inc.
Environmental Evaluation (CEQA)
Pursuant to Public Resources Code Section 21065, this action does not constitute a "project" within the
meaning of CEQA in that it has no potential to cause either a direct physical change in the environment,
or a reasonably foreseeable indirect physical change in the environment, and therefore does not require
environmental review.
Item #5 January 24, 2017 Page 2 of 32
Public Notification
None required.
Exhibits
1. Resolution approving the execution of amendments to the Master Service Agreement with Velocity
Technology Solutions, Inc. for application management, hosting services and professional services for
the Lawson Human Capital System (HCMS) software in an amount not to exceed $1,095,265.
Item #5 January 24, 2017 Page 3 of 32
RESOLUTION NO. 2017-016
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, APPROVING THE EXECUTION OF AMENDMENTS TO THE
MASTER SERVICES AGREEMENT WITH VELOCITY TECHNOLOGY SOLUTIONS,
INC. FOR APPLICATION MANAGEMENT, HOSTING SERVICES AND
PROFESSIONAL SERVICES FOR THE LAWSON HUMAN CAPITAL
MANAGEMENT SYSTEM (HCMS) SOFTWARE IN AN AMOUNT NOT TO
EXCEED $1,095,265.
EXHIBIT 1
WHEREAS, the City Council of the City of Carlsbad, California has determined that the most
effective way to operate and support the Lawson Human Capital Management Systems (HCMS) is
through the use of a hosted solution; and
WHEREAS, the City of Carlsbad currently contracts with Velocity Technology Solutions, Inc.
(Velocity) for HCMS hosting services; and
WHEREAS, the current HCMS software (Version 9) is reaching its "end of life" support and must
be upgraded to Version 10; and
WHEREAS, the proposed solution will, in addition to the hosting services, provide full functional
application support and future upgrades for a three-year period; and
WHEREAS, Velocity will provide hosting and professional services to support the upgrade from
Version 9 to Version 10 and application management; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as
follows:
1. That the above recitations are true and correct.
2. That Service Description No. 004 (Attachment A); Applications and Usage Services
Attachment 001 (Attachment A.1); Lifecycle Management Project Summary
(Attachment B); Professional Service Description No. 005 (Attachment C); Professional
Services Description No. 006 (Attachment D); and Professional Services Description No.
007 (Attachment E) with Velocity Technology Solutions, Inc. is hereby approved and the
Mayor for the City of Carlsbad is hereby authorized to execute all required documents
on behalf of the City.
Item #5 January 24, 2017 Page 4 of 32
EXHIBIT 1
3. That the total Application Management, Hosting Services and Professional Services for
the Lawson Human Capital Management System from Velocity Technology Solutions,
Inc. shall not exceed $1,095,265 for the entire three-year agreement and the
Administrative Service Director is authorized to purchase the Lawson upgrade and the
associated professional services agreements at a total cost not to exceed $1,095,265
from budgeted Innovation and Information Technology operating accounts.
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of
Carlsbad on the 24th day of January, 2017, by the following vote, to wit:
AYES: M. Hall, K. Blackburn, M. Schumacher, C. Schumacher, M. Packard.
NOES: None.
ABSENT: None.
Item #5 January 24, 2017 Page 5 of 32
Attachment A
Vel city
Service Description Number 004 for Velocity Services
This Service Description Number 004 is entered into as of the date last signed by a party hereto, and is attached to alld made a part
of the Master Agreement for Velocity Services, including (1) the Addehdum to the Master Agreeme11tjor Application Ma11agement
mul Hosting Services, (2) the Addendum to the Master Agreement for Consulting Services, (3) Rider to the Master Agreement, and
(4) Application Management llnd Hosting Services Service Description Number 1, all dated as of February 16, 2010 (collectively
the "Agreement'') by and behveen Velocity Technology Solutions, Inc. ("we", "tis'~ "m,r" or "Velocity''), and City of Carlsbad
(''you", ''your", "Client" or "Customer''). Nohvithstandi11g anything to the contniry contained herein or othenvise, if Customer
has not executed this Service Description 011 or before January 31, 2017, Velocity may, by notice to customer, rescilld this Service
Description a11d this Service Description shall be void and of 110 force or effect.
1. Services
Velocity will provide the following Services to Customer during the term of this Service Description solely for use in accordance with
the Agreement by those persons identified by Customer who are authorized to use the Services in accordance with the Agreement
("Authorized Users"), in return for the consideration specified, under the terms of the Agreement and this Service Description:
A. Applications. Velocity will provide remote access to computing, software, communications and data storage resources
enabLing Customer to perform operations using the software functionality descnoed on the Attachments to this Service Description
(referred to as the "Applications"). Except as otherwise stated on those Attachments, Customer is responsible for separately licensing
the Applications and supplying them to Velocity for its use in providing the Services.
B. Service Resources. Velocity will be responsible for selecting, providing and operating the data center facilities, computing
hardware, system software, database software, data storage and other resources needed to make the Applications available to
Customer as provided herein (the "Service Resources'). The Service Resources shall be provided at a facility provisioned by Velocity
(the "Fac:ility").
C. Operations. Velocity will operate the Service Resources in the Facility at all times (7 x 24, 365 days per year). The
Applications shall be scheduled for availability to Customer at all times except when back-ups of Customer's environment and system
maintenance activities are occurring within the "Back-up Period" defined in the Data Storage and Back-up Section below, and less any
"Scheduled Systems Time' {defined below). Customer's ability to access the Applications win be monitored per Section 2 below
throughout the "Transaction SLA Period" which is from4:00 AM to l l :00 PM, Central Time all days (7 x 19, 365 days per year), also
less any "Scheduled Systems Time'. Scheduled Systems Time is time within the Trnnsaction SLA Petiod when the Applications may
not be ava:ilable for use: (i) by agreement of the parties; (ii) for up to eight (8) hours per month as scheduled by Velocity outside of the
"CSC Hours" defined in the Functional Support Section below; or (iii) for up to four (4) hours at least once per week between 12:00
AM to 4:00 AM, Central Time for maintenance, including but not limited to patching, refreshes and downloads. Velocity will provide
three (3) business day's advance notice of Scheduled Systems Time through its customer support procedures for all Services used by
the Customer in the active operation of its business after in1plementation and testing have been completed ("Production Services").
Scheduled Systems Time during the "Development Period" will be coordinated with the "Development Team", each as defined in the
Development Support Section below.
D. Customer Administration; Secmity Officer. The 'Customer Contact'' designated in Section 5 below will provide Velocity
with the name of at least one Customer employee authorized to act as Customer's Security Officer. Only the Customer Contact may
add or remove the designation of a Security Officer. When more than one Security Officer is designated by the Customer (i.e. primary
Security Officer and backup Security Officer or multiple Security Officers), each shall be authorized to act as Customer's Security
Officer individually. The Security Officer will be responsible for coordinating Customer's compliance with Velocity's security
procedures as referenced in the Agreement. The Security Officer will designate those Customer personnel who are authorized to be
Authorized Users and the extent of the access to the Applications each will have in using the Services. The Security Officer will
promptly update those designations for changes in Authorized Users or the extent of their access. Velocity will complete the initial
account set-up for Customer's Authorized Users based on the Security Officer designations. The following actions (referred to as
"Administrative Requests") are the exclusive responsibility of the Security Officer and will be effected by Velocity promptly as
requested by the Security Officer through the Helpline Service described below: (i) additions, deletions or changes to Customer's list
of Authorized Users or "Authorized CSC Contacts" (as de-fined below) (ii) changes to the extent of Authorized User's access to the
Applications; (iii) requests for copies of Customer product lines or data and (iv) declarations of''CriticalProcess Periods" (as defined
below).
E. Helpline Service. Velocity will provide a Helpline service staffed at all times (7 x 24, 365 days per year) to receive problem
reports or service requests from Customer. Velocity will address all Customer Administrative Requests, problem reports and other
service requests submitted to the Helpline ("Helpline Issues") through its "Operational Support" and "Functional Support'' described
below in accordance with the Service Level Targets for Helpline Services set forth in Section 2 below. Updates on significant
,
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developments for open Helpline Issues will be supplied to the Customer at least daily through the On-line Support Services described
below.
F. Operational Support. Velocity will perform Operational Support through its Operations Center staffed at all times (7x 24,
365 days per year). Operational Support consists of: (i) remedial and preventative maintenance of the Service Resources designed to
minimize the occurrence and duration of any Service interruption (ii} responding to Helpline Issues submitted by any Customer
representative regarding operating problems with the Service Resources, problems in completing tasks which previously worked in
production, and requests for status ort Customer jobs submitted to the Service Resources and (iii) responding to Administrative
Requests. Velocity will be responsible for procuring and administering vendor-provided maintenance for the Service Resources.
Changes made to products or product release levels used in the Services Resources will be completed in accordance with Velocity
Change Management Procedures referenced in the Change Management Section below.
G. Functional Support. Velocity will perform Functional Support through its Customer Service Center ("CSC'') staffed from
7:00 AM to 7:00 PM, Central Time, Monday through Friday, excluding Velocity holidays (which wiU not number more than ten (10)
per calendar year) ("CSC Hours"). Functional Support consists of responding to Helpline Issues regarding the functioning and use of
the Applications submitted by Customer's "Authorized CSC Contacts" (defined below). The Security Officer will provide Velocity
the names of up to six (6) Customer employees who have a substantial level of functional and procedural knowledge regarding
Customer's use of the Applications to serve as its initial Authorized CSC Contacts and will designate the level of authority each will
have. Customer will acquire training for employees lo serve as Authorized CSC Contacts ifrequired to establish that knowledge. The
Security Officer will promptly update the designation of Customer's Authorized CSC Contacts for changes in personnel or levels of
authority.
H. Upgrade Support. Velodty will provide support for the Applications through implementation of vendor-provided
modifications including remedial "Patches" addressing reported performance or functionality problems and "Upgrades'' consisting of
new releases or versions of the Applications or supporting software issued by the vendor of that Application as part of its software
maintenance offering typically indicated by a change in the numeric identifier of that software. Velocity will implement Application
Patches and Upgrades in accordance with the Change Management Section set forth below in a mutually agreed upon and
commercially reasonable timeframe following its receipt of the Patch or Upgrade from the software vendor. Customer is responsible
for separately procuring vendor-provided maintenance of the Applications to be supplied by it wider terms permitting Velocity to
receive and adininister that vendor-provided maintenance on Customer's behalf. Velocity is responsible for procuring and
administering vendor-provided maintenance for any Applications to be supplied by Velocity. Notwithstanding anything to the
contrary contained herein or otherwise, Velocity wiU not be required to provide Customer with Upgrades as provided in this
Agreement if there is less than twelve (12) months remaining in the then current Service Description Term
1. On-line Support. Velocity will provide Customer access to such on-line documentation and user support materials as
Velocity makes generally available to users of the Applications. On-line support includes access to reports regarding Customer's use
of the Services and the status ofopen Helpline Issues.
J. Development Support. Tbe "Development Period'' begins on the Statt Date defined in Section 4 below and ends upon the
implementation of the Applications into Production Service being performed by Customer and Velocity and their respective
contractors on that project, if any (the "Development Team"). During the Development Period, Velocity will provide data center-
related support for that implementation including assistance in the technical process of con,,erting legacy data, the promotion of
programs through the development environment, functional support of conference room pilots, data handling (such as making copies
for additional Application Product Lines, restoring data and reorganizing data sets) and general telephone support regarding the
Applications and the Services to the Customer and Velocity personnel on the "Development Team".
K. Application Product Lines. Velocity will provide Customer with four (4) separate product Lines of the Applications i.n
Production Services, one (1) product line (a data and code fostance) within one (1) environment (a common set of run time services) is
to be used for Production Services, and three (3) product lines (data and code instances) within another environment (a common set of
run time services) is to be used for development, testing, or training. Data refreshes of non-Production product lines will be provided
based on availability of Velocity resources and request by Customer through the Velocity Helpline.
L. Data Storage and Back-up. Velocity will make available to Customer data storage space on which to maintain Customer
Data in a manner that makes it accessjble for use with the Applications and Customer-Provided Software. Velocity wW provide back-
ups of Customer Data used in Production Services in accordance with Velocity standard data back-up procedures, which shall include
off-site storage of backup media. Back up procedures shall be conducted between 11 :00 PM and 4:00 AM Central Time, all days (the
"Back-up Period"). Velocity will provide data and configuration backups of its provided storage for Applications, Customer-Provided
Software and Customer Data such that no more than one ( l) Transaction SLA Period of transactional data is lost -in the event of an
environmental, system, or applications incident affecting the Production Services. For data restoration efforts requested by Customer
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through Velocity's standard req_uest procedures resulting frorn Customer functional or procedural en-ors, Velocity will provide up to
one (I) such restore per calendar quarter at no Additional Charge to the Customer. Additional Customer requested restores shall be
provided with Additional Charges at Velocity's then-current applicable commercial bow-ly support rates will be chargeable, with a
minimum charge of two (2) hours per request Velocity will provide a timely copy of the Customer-Provided Software and Customer
Data in its then-cunent form to Customer upon Customer's request through Velocity customer support procedures at the Additional
Charge of five hundred dollars ($500.00) per request.
M. Change Management. For all Production Services, Velocity will follow ''Change Management Procedures" in completing
changes in the products or product release levels used in the Service Resources and in implementing Application Patches and
Upgrades (collectively "Change Events"). Those Change Management Procedw-es will in all cases provide for the following: (i
advance notification to the Secw;ty Officer of the Change Event, its nature and expected timetable; (ii) preparation of a Change Event
plan (to be in writing at all times via the On-line Support system) which identifies the Change Event, testing steps, back-out plans and
other appropriate risk mitigation measures, and is submitted to the Velocity Change Management Approving Authority and as
applicable, the appropriate Customer contact, for approval prior to implementation; (iii) pre-testing of changes in non-Production
Service environments or, in the case of Service Resource Change Events, in time periods outside of the Transaction SLA Period; (iv)
coordination of the implementation of tne Change Event with the Security Officer; (v) verification of the successful completion of the
Change Event internally and with the Security Officer; and (vi) posting the results of the Change Event to Velocity change
management records.
N. Critical Process Periods. When notified by Customer through Velocity procedures of occasions where Customer is engaged
in using Production Services for critical business processes involving special efforts by Customer including, but not limited to, such
matters as fiscal year closes ("Critical Process Periods"), Velocity will: (i) notify its operations and Customer Service Center
personnel of that situation (ii) avoid Scheduled Systems Time during that Critical Process Period and (iii) accelerate the response to an
escalation of Service Help arising during that Critical Process Period. Those special efforts of Velocity are subject to the availability
of resources and the need of Velocity to maintain appropriately its service offerings and operations infrastructure for its business
generally. Customer will identify Critical Process Periods only for events outside of typical performance of Customer's work.
Customer wiJ I prompt! y notify Velocity once the need for a Critical Process Period has been identified, which is expected to be at least
frve (5) business days in advance, in most cases. Critical Process Periods are not expected to occur more :frequently than once per
calendar quarter or to last longer than one (1) day in duration.
0 . Disaster Recovery. A "Contingency Event" consists of an unplanned event or condition that renders Velocity unable to use
the Facility for ptuposes of providing Production Services, excluding elements that were then only in development or testing mode
and excluding any Customer-provisioned elements such as telecommunications services or software being separately ordered by
Customer that Velocity is not managing as part of its defined Services. If Velocity experiences a Contingency Event it will provide
for restoration of such Production Services, after the occurrence of the Contingency Event, as set forth in the Attachments to t11is
Service Description through a VPN or other encrypted network connection.
P. Telecommunications. Site-to-Site VPN -Customer will provide appropriate access for Velocity to provide the Services.
Customer and Velocity will provide VPN telecommunications Service consisting of use of a Customer-snpplied Internet connections
and routers from the Customer's primary and disaster recovery sites to the Velocity facility through a Velocity-supplied Internet
connection and router. Velocity personnel wrn consult by telephone with Customer telecommunications personnel regarding the
configuration VPN tunnels. Once installed, Customer will continue to manage its Internet connections and routers.
Q. ODBC Database Access. ODBC Database Access services consist of remote Open Database Connectivity ("ODBC") to
Customer Data for data extract and repmti,ng purposes. ODBC Database Access will be limited to Authorized Users designated by the
Customer's Security Officer. Each batch process using ODBC Database Access will be considered an Authorized User. The ODBC
Database Access associated with each Authorized User may be further restricted such that it d0es not negatively impact Customer's
on-line transaction or batch processing. Should such a restriction become necessary, Velocity will promptly notify Customer and
coordinate a resolution that minimizes negative material impact to Customer's critical business processing. These limitations may
include, but are not limited to, total CPU time, maximum CPU time per SQL call, maximum time per session, maximum simultaneous
sessions per Authorized User, maximum data block reads per session, maximum data block reads per SQL call, and maximum amount
of private space that a session can allocate from the shared system global area.
R. VCAMP. Velocity hereby grants Customer, during the Term, a personal, revocable, non-exclusive, non-transferable, non-
sublicensable license and right to use the Velocity Cloud Application Management Platform ("VCAMP") software (the "VCAMP
Software") solely for Customer's use in connection with Customer's internal, routine business operations (the "Purpose"), and for no
other purpose (the foregoing referred to as tbe "VCAMP Base License"). Velocity will furnish Customer with access to one copy of
the VCAMP Software on a subscription basis as reasonably needed by Customer to accomplish the Purpose and as specified in this
Service Description. Upon expiration of the Term or termination or expiration of the Agreement for any reason, the VCAMP Base
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License shall immediately terminate and Customer shall immediately cease all uses of any VCAMP Software, and any related written
materials and upon request shall return all copies of the same to Velocity. Velocity may offer additional VCAMP Modules,
Applications or Products for additional fees that may be further Licensed and included in the VCAMP Software and such additional
applications or products and the related fees (as applicable) shall be set forth in an Amendment. For purposes of Section 2 of this
Service Description, the VCAMP Software and related applications shall not be considered Production Services. The VCAMP Base
License includes the Service Management Module for Customer's use in connection with the Purpose.
2. Service Level Targets
Velocity will apply its efforts consistent with the Agreement to achieve the following 'Service Level Targets" in !be delivery of its
Production Services:
A. Helpline Services. The following Service Level Targets apply with respect to the following types of Helpline Issues affecting
Production Services, provided that the inability to access or use is not caused by a software failure or malfunctions or events which are
outside Velocity's Immediate Control (as defined below):
Issue Definition Service LeveJ Tar~ets
An Urgent Priority Issue ("UPl") is the inability for a majority of the Velocity will: (i) respond to Customer within thirty (30)
Authorized Users to access one (1) or more Applications through the minutes after Customer duly reports a UPI by a return
Services for a period longer than five (5) consecutive minutes during phone call from a Velocity contact person qualified to
the Transaction SLA Period due to the failure of a Service component address the reported condition and (i.i) target resolution of
not caused by Customer's unauth01ized or improper use. Customer the UPI within two (2) hours following that report.
and Velocity will participate -in discussions regarding the cause and
effect of each UPI to identify appropriate avoidance, risk mitigation
and similar appropriate responsive measures.
A High Priority Issue ("HPI") is either: (i) the inability of two (2) or Velocity will: (i) respond to Customer within one (1)
more Authorized Users to use one or more of the Applications through hour after Customer duly reports an HP[ by a return
the Services for a period longer than five (5) consecutive minutes phone call from a Velocity contact person qualified to
during the Transaction SLA Period due to the failure of a Service address the reported condition and (i.i) target resolution of
component not caused by Customer's unauthorized or improper use or the RPI within eight (8) CSC Hours following that report.
(ii) existing Service functionality does not operate properly for a
critical Customer busi.ness process due to the failure of a Service
component not caused by Customer's unauth01ized or improper use.
A Medium Priority Issue (''MPI'') is the verifiable occurrence where Velocity will: (i) respond to Customer within four (4)
Service response time is slow, accessibility is materially restricted for a CSC Hours after Customer duly reports an MPl by a
period longer than five (5) consecutive minutes during the Transacti.on return phone call from a Velocity contact person qualified
SLA Period, or existing Service functionality does not operate properly to address the reported condition and (ii) target resolution
due to the failure of a Service component not caused by Customer's of the MPI witbi.n six.teen (16) CSC Hours following that
unauthorized or improper use. report.
A Low Priority Issue ("LPI") is a reciuest from a Customer Authorized Velocity will: (i) respond to Customer within four (4)
Support Contact for functional assistance with an Application, or other CSC Hours after Customer duly reports an LPI by a
requests related to the performance of the Services by Velocity, return phone call from a Velocity contact person qualified
excluding Administrative Requests. to address the reported condition and (ii) target resolution
of the LPI within twenty-four (24) CSC Hours following
that report.
Administrative Requests will be responded to promptly by Velocity. The notification of issues defined above may be by phone or
through the On-line Support system.
B. Transaction Availability. The Service Level Target for "Production Service Availabifay" over each calendar month is
ni.nety-nine and one half percent (99.50%). Velocity will implement measures to test the ability to complete representative non-
i.ntrusive user transactions for each Production Service by submission of simulated transaction functions from a monitoring system
located at the Facility on approximately five (5) minute i.ntervals and will log the results of those test submissions. Production Service
Availability for any calendar month is defined as those times within the Transaction SLA Period within that month when the
Production Services can be accessed through those test means as a percent of the total Transaction SLA Period how:s occurring in that
tno.nth (determined based on Velocity's monitoring of the Production Services, including, but not limited to, the simulated transaction
functions and Customer problem reports).
fmmediate Conh·ol is defined as Velocity's network services to the Internet Service Provider ("ISP'') circuit termination point on the
router in Velocity's data center (i.e., public Internet connectivity aud Service Resources provided by Velocity and managed at the
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Velocity data center. Immediate Control shall exclude (i) Customer's data and content; Customer's desktop computer hardware; and
Customer's network services Which allow the Customer to access the Velocity Services. These components are controlled by the
Customer and their performance or failure to perform can impair or disrupt Customer's connections to the Internet and the
transmission of data, (ii) the delivery, pe1formance and functionality of Customer provider Applications software and the services
provided by third party software licensors, and (iii) the flo w of data to or from Velocity's network and other portions of the Internet
which depends on the performance of Internet services provided or controlled by third parties. The actions or inactions of third parties
can impair or disrupt Customer's connections to the Internet or portions tbeJ"eof and the transmission of data.
C. Lifecycle Management. For each Change Event, Velocity will conduct its activities in accordance with the Change
Management Section above, including, without limitation, adhering to the Velocity responsibilities set forth in written Change Event
plans when established by the parties according to those Change Management Procedures.
3. Charges
A. Service Charges. The charges payable by Customer to Velocity for the Services described m this Service Description (the
''Service Charges") are set forth in the Attachments hereto.
B. Additional Charges. In addition to the Service Charges, Customer will: (i) reimburse Velocity for all documented shippmg,
printing, copying, and other mcidental services reasonably incurred by Velocity in providing the Services requested by Customer at
Velocity's cost therefore; and (ii) pay Velocity, at separately agreed rates, for other additional expenses and services, including, but
not limited to, travel, hourly additional support or consulting services, remedy of customer functional or procednral use errors,
additional data storage or back-up Services, telecommunications carrier charges for Services provisioned by Velocity, all as may be
agreed in advance and in writing by the authorized Customer Contact and authorized Velocity personnel "Additional Charges'). All
Additional Charges shall be payable monthly, in arrears.
4. Term
Initial Term and Renewal. The initial term of this Service Description shall begin upon the execution of this Service Description by
the last party to execute this Service Description Number 004 (the "Start Date") and shall expire on June 30, 2020, (the "Service
Description Tetm'') unless terminated earlier or extended in accordance with this Service Desc1iption or the Agreement. Unless either
party gives contrary written notice to the other at least six (6) months prior to the last date of the then-current Service Description
Term, this Service Description shall automatically renew for a twelve (12) month period beginning illlmediately upon expiration of
that then-current Service Description Term. Notwithstanding anything to the contrary herein, in the event that either party gives the
other party a notice of non-renewal as provided in the previous sentence, Velocity will not thereafter be obligated to provide Customer
with Upgrades as provided in Section 1.H.
5. Notice and Contact Information
The following Customer Contact and Velocity representative are hereby designated as the point of contact to receive notices and
official communications under this Service Description and for authorizing and agreeing to the terms for Services resulting in
Additional Charges:
Customer Contact:
Name: Nicholas Lourian
Title: Chief Information Officer
Address: 1635 Faraday Ave
Carlsbad, CA, 92008
Phone: (760)602 -2454
Email: Nic holas.lourian(1v.carJ badca.gov
Velocity Representative:
Name:
Title:
Address:
Phone:
Email:
Robert Orshaw
Executive Vice President and Chief Operating Officer
1901 Roxborough Road, Floor 4
Charlotte, NC 28211
(704) 357-7705
contracts@velocitycJoud.com
Either party may change its foregoing designation by specifying those changes in a written notice signed by an auth01ized contract
signatory ofthat party and delivered to the other party.
6. Relation to Agreement
This Service Description is incorporated in and governed by the Agreement. The provisions of this Service Description shall control
over any inconsistent terms of the Agreement. Terms bearing initial capital letters not otherwise defined in this Service Description
have the meanings ascribed to them in the Agreement,
5
Velocjty Technology Solutions, Inc. Services Description
Form 2016-04-0!\ DocuSign CTR#003072 Item #5 January 24, 2017 Page 10 of 32
Ve/(.)city
IN WITNESS WHEREOF, the Parties hereto have executed this Service Description by their duly authorized representatives as of the
last date set forth below, provided, however, if not executed by Customer on or prior to January 31, 2017, Velocity, may by
notice to Customer, rescind this Service Description.
Name (type or print)
Title
) i2s)2o'll
Date
Approved as to Form:
CELIA A. BREWER, City Attorney
coo
Title
Date
01/06/ ~ 011-
r '
6
Velocity Technology Solutions, Inc. Services Description
Form 2016-04-08 DocuSign CTR#003072 Item #5 January 24, 2017 Page 11 of 32
Attachment A-1
Vel city
Atta.ch ment 001 for Velocity Service.s
This Attachment 001 is entered into on the same date as Service Description Number 004 and is attached to and made a part
of the Service Description Number 004 by and between Velocity Technology Solutions, Inc. ("we", "us·", "our" or "Velocity"),
and City of Carlsbad ("you" "your". "Client", or "Customer")
I. Applications and Usage:
In the following table:
Column I lists the Applications that are included in the Services· additional software products that are incJuded as Applications
("Additional Applications"), if any, are listed below the table.
Column 2 lists the maximum number of concurrent uses which may be made of each Application by Customer per the terms of
the governing license agreement with the vendor of that Application ("Concurrent Usage"); Concurrent Usage of an Application
in excess of the applicable maximum requires an amendment to this Service Description.
Column 3 lists the number of Authorized Users for each Application or group of Applications (as indicated) included within the
minimum monthly Application Service Fee set forth in Section 2 below.
Column 4 lists the additional monthly Application Service Fees that apply if, at any time in a mouth, Customer designates more
than the number of Authorized Users for those indicated Applications.
Column 5 lists the highest number of Authorized Users who may simultaneously access each Application or group of
Applications (as indicated) at any time ir1 a month ("Simultaneous Users") included within the minimum monthly Application
Service Fee listed below.
Column 6 lists the additional monthly Application Service Fees that app]y if: at any time in a monlh, more than the number of
Simultaneous Users listed in Column 5 simultaneously access those indicated Applications.
Col.umn 1 Column 2 Col umn 3 Column 4 Col.umn 5 Column 6
Application Max Included $ Per Each Included $ Per Eacb
(or Module or Suite, as Concurrent Named User s Additional. Simultaneous Additional
applicable) Licensed Named Oser Users Simul.taneous
Users
Lawson Human Resources
Benefits Administration As Licensed
by The 100 $175.00 N/A N/A
Payroll Software
Provider Absence Management
Employee & Manager Self Service 5,000 $0.40 N/A N/A
The Additional Applications consist of: Microsoft Add-ins ($350.00), Tnfor Process Automation ($1,117.00), Design Studio
($195.00), Lawson Business Intelligence (2 core) ($1 ,450.00), Tnfor Workplace Standard (incl SharePoint) ($650.00), BSI
TaxFactory ($695.00), Disaster Recovery (48 hour RTO, 24 hour RPO) (incl.), LDAP Bind (incl.) and VCAMP Base License Fee
($2,524.21) (the "VCAMP Base License Fee"). The VCAMP Base License Fee is included in the current monthly Application
Service Fee hereunder.
2. Service Charges. The following Service Charges apply:
The minimum Application Service Fee is three hundred two thousand nine hundred six dollars and twenty-eight cents ($302,906.28)
per year, payable yearly in advance for each year within the Service Description Term pro-rated for partial years, to commence upon
execution of this Service Description.
Effective on the Start Date, the terms and conditions of this Service Description shall govern all of the respective rights and
obligations of the Parties with respect to all hosting and I or managed applications services, and all previous Service Descriptions
between the Parties with respect to hosting and I or managed applications services shall be 11uU and void and ofno further force and
7
Velocity Technology Solutions, Inc. Services Description
Form 2016-04-08 DocuSign CTR#003072 Item #5 January 24, 2017 Page 12 of 32
Vel city
effect. For the sake of clarity, the Master Agreement for Velocity Services dated as of February 16, 2010 shall remain in full force
and effect. The Services of this Service Description are not intending to and shall not directly change the following procedures and
processes established with the Customer prior to the Start Date: Scheduled System Times I maintenance windows; notification and
coordination of system maintenance; scheduling and coordination of application patching; scheduling of backups; and data refreshes
to the non-production environments. Velocity provided support for tbe Lawson v9.x to Lawson 10.x upgrade is: (i) included in the
Services of this Service Description at no additional cost to the Customer; (ii) intended to be completed within twelve (12) months
following the Start Date; and, (iii) includes evaluation and retrofit if required of existing customizations, ProcessFlows, Smart Notes,
BLI reports, interfaces, dashboards and Design Studio changes. The upgrade process and project plan shall be further defined and
agreed upon in the 'Lifecycle Management Agreement'.
All Application Service Fee prices and charges shall increase annually as of each anniversary of the Start Date, by a percentage equal
to the greater of (i) the percentage increase in the Consumer Price Index -All Urban Consumers of the Bureau of Labor Statistics of
the U. S. Department of Labor for U.S., for All Items with Base Years 1982-84=100 (the "CPI-U Index") or (ii five percent (5%) over
the amount thereof in the previous such annual period. Those annual increases will be measured from the month for which the most
recent index results are published at the time of adjustment. The increase would not be more than five percent (5%) over the amount
of the previous annual period.
3. Access Methods
The Applications shall be accessible through the ( check as applicable):
_~compiled client Interfaces,
_X_ commercial web browser interfaces,
_X_ other user interfaces supported by Velocity (specify): Lawson Software Portal®
4. Obligations of Customer:
Customer will acquire and provide the following items for use in connection with the Services:
All Applications, and vendor-provided maintenance for all Applications, except:
Other software and data:
Other software maintenance:
Hardware and other facilities:
Services and personnel:
5. Service Level Credits:
[n the event Velocity fails to meet the applicable Service Level Targets specified in Section 2 of this Service Description after the
Development Period, then Customer is entitled to the following ' Service Level Credits":
Helpline Services. For each separate and distinct incident whereby Velocity fails to meet the Service Level Target for response to
an Urgent Ptiority Issue the Customer is entitled to a Service Level Credit equal to one (1) day's Application Service Fee for each
affected Production Service. The total credit for any calendar month shall not exceed seventy-five percent (75%) of the monthly
Application Service Fees for the affected Production Service accrning in that month. Such credit would be credited to Customer's
account with.in sixty (60) days of a valid Customer request.
Transaction Availability. For each calendar month in which the Production Service Availability does not meet or exceed tlle
Service Level Target for that month, the Customer is entitled to a credit equal to one (1) day's Application Service Fee for the
affected Production Service for each full percentage point by which the transaction availability is below the Service Level Target,
not to exceed seventy-five percent (75%) of the monthly Application Service Fee for the affected Production Service. Such credit
would be credited to Customer's account within sixty (60) days of a valid Customer request.
Lifecycle Management. For each separate and distinct Change Event with respect to which Velocity fails to meet the Service
Level Target for Customer Applications Lifecycle Management in any material respect the Customer is entitled to a credit equal
to one (1) day's Application Service Fee for the affected Production Service, not to exceed seventy-five percent (75%) of the
monthly Application Service Fee for the affected Production Service. Such credit would be credited to Customer's account
within sixty (60) days ofa valid Customer request.
To receive a Service Level Credit the Customer must request the credit in writing to Velocity Customer Support within ninety (90)
days after the occurrence of the failure to meet the applicable Service Level Target. Valid Service Level Credit requests will be
applied to the Customer's next invoice or, if timely requested after all invoices to become due hereunder have been paid, will be
refunded by Velocity to Customer within thirty (30) days after receiving that valid request. Notwithstanding to the foregoing no
8
Velocity Technology Solutions, Inc. Services Description
For111 2016-04-08 DocuSign CTR#003072 Item #5 January 24, 2017 Page 13 of 32
Service Level Credits shall be paid (i) in the event the Customer is not current with respect to Service Charges payable hereunder; (ii)
if the Customer elects to remain on software or hardware no longer supported by the software or hardware vendor; (iii) the issue is
caused by a software failure or malfunction; or (iv) for failures during the initial ninety (90) days of Production Services or for failures
during the initial ninety (90) days following an Upgrade.
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement by their duly authorized representatives as of the last date
set forth below, provided, however, if not executed by Customer on or prior to January 31,2017, Velocity, may by notice to
Customer, rescind this Agreement.
CITY OF CARLSBAD
By~
Name (type or print)
Date I ~
Approved as to Form:
CELIA A. BREWER, City Attorney
~--..... y-
By:
rt-on;baw
Name (type or print)
coo
Title
Date
Of /05/~0/7
I I
9
Velocity Technology Solutions, Inc. Services Description
Form 2016-04-08 DocuSign CTR#003072 Item #5 January 24, 2017 Page 14 of 32
Attachment B
Customer Lifecycle Management Project
Summary
Vel@city
Overview
Velocity Technology Solutions, Inc. ("Velocity") is pleased to present City of Carlsbad ("Customer") with this project summary
for a Customer Lifecycle Management ("CLM") project.
Customer has asked Velocity to conduct an "Upgrade" of their Lawson Software, Inc. ("Lawson" or "Lawson Software")
environment. Velocity will assist Customer in developing a detailed project plan and scope statement that balances required updates
with enhanced application functionality, consistent with our change management approach and requirements.
[ Scope and Schedule
Velocity will upgrade Customer's Lawson environment according to the terms and conditions of the effective Agreement. That
Agreemen t will continue to govern all of the respective rights and obligations of the Parties with respect to all hosting and / or.
managed applications services. This environment will be built upon the Velocity 3.0 Architecture.
In summary, V: 1 . will : eoaty
Lawson vlO Roadmap
Current Version
Migrate Oracle. Infer Database to new VTS 3,0 Architecture 11.'g (Unix)
Migrate IPA to ne.w VTS 3.0 Architecture 10.1.0.0
IVligrate. LSI 10 to new \ITS 3.0 Archlte.cture. 10.0.0
Upgrade LSF/Apps to 10
Portal*
(Rebranded as Ming.le, Sharepoint included; Version tied to Browser 9.0.1.11
Version compatibility)
Portal 53 Apps
(Versions compatibility specified by browser) 9.0.1.9
sESS/MSS 9.0.1.X
53 LID Varies by client machine
Microsoft Office Ad dins Varies by client machine
Upgrade all ahcillary items
Design Studio (new tool Configuration Console utilized for modifying 9.0.1.11.231 LPL forms)
BSI VlO.O.m
Lawson Security Administrator Varies by client machine
Resource Manager Varies by client machine
Add-ins for MS Office Varies by client machine
Component
Infor S3 Environment
Infor S3 A pplications
Upgrade From:
9.0.1.11
9.0.1.9
Upgraded Version
12c (Linux)
10.1.0.0
(or greater)
10.4.xx
(or greater)
10.0.8.0
(or greater)
10.0.5.0
(or greater)
10.0.5.0
(or greater)
Retired for core users.
Maintained for system
administrators
Customer Responsibility
10.0.6.0 or greater
V10.0.x
Customer Responsibility
Customer Responsibility
Customer Responsibility
Upgrade To:
10.0.8 or greater
10.0.5 or greater
Velocity is prepared to commit resources for the Customer's project aligned with the following dates:
Target Project Initiation / Kick-off:
Target Go Live:
January 2017
May 2017
Further definition of the scope and schedule will be outlined and mutually agreed to within the detailed Project Plan and/ or Service
Description ("SD") as appropriate.
Gi~ ef Cer:lshad6ih of CarlsBed 2016:09-30 -PRFf#4 t:TctA re, IAf.Gr 1 a 1 ~_£S _ I 6 apdEMea Page 1 of3 Item #5 January 24, 2017 Page 15 of 32
Customer Lifecycle Management Project
Summary
Vel@city
I Velocity Service Commitments
Project Services:
.. ..
•
•
•
•
ll,
•
•
•
•
•
•
•
•
•
•
• ..
•
ll
..
•
ll.
•
•
•
Operations Suppo1t, resolving all reported project issues; and,
Provide post go-live support .
Project Initiation/Kick-off Meeting
Project Management, including status teports and issue management
Customer and Velocity will mutually develop and agree to scope of the project, dates of the project plan and correct delivery
of every project deliverable.
Status meetings with agenda, minutes and action items
Stable, functioning, fully-insralled Infor environment for all licensed applications compliant with Infor supported versions
and configurations
Conversion of data from Lawson Version 9.X to Lawson Version 10.x
IPA and .i\1ing.le servers will also be added to the environment;
Functional Support, including configutation or 'setup' decisions;
Assist with retro.fitting EMSS mods. Velocity will assist in the migration of the customizations and the customizations will
undergo unit testing;
Assist with retrofitting ProcessFlows to Infor Process Automation. Velocity ,vill assist io the migration of the customizations
and the customizations will undergo unit testing;
Assist with Retrofit of Customizations, LBI Reports, and Lawson/Infor Interfaces. Velocity will assist in the migration of the
customizations and the customizations will undergo unit testing; and,
Velocity will migrate all Lawson Business Intelligence reports from the current LBI system to the new LBI V10 system.
Executed application upgrade with documented issues and application update tequirements
Includiog application and configuration data related to LBI and IP A
1\!Iigrate existing Velocity Database ODBC access both User list and rights
Migrate Environment Scripts and Tokens
Execution of Second Data pass to include an update of applications data as well as users/ security /jobs/repons consistent
with the defined strategy above
Go-live Executed, including an update of applications data consistent with the defined strategy above
Exceptional Project and Engagement Mahagement that includes a detailed project plan, a risk register, issues log, and weekly
status reporting.
Customer Responsibility
Customer will supply all Lawson/Infor Software and other applications licensing and maintain vendor support for that
sofuvare;
Customer will designate an "Executive Sponsor," assign a "Ptoject Lead;' and provide staffing to meet its project
responsibilities;,
Customer has responsibility for data validation and business process validation;
Customer will commit resources to this agreed to schedule. Should the Customer need to alter the project schedule after
agreement at no fault of Velocity; a reset schedule will be agreed to by the parties within two (2) weeks;
Customer will provide for effective Application Configure and Extension~
Customer is responsible for testing the Retrofit of Customizations; LBI Repotts, Lawson/Infor Interfaces and
Customer is responsible for validation and business process validation of payroll process
Customer will provide project acceptance when the Customer is using the upgraded Environment as the system of record .
I Service Charges
An.y charges and fees associated with this Cyclical Upgrade ,vill be contracted separately as necessary if requested in writing by the
Customer.
eiry or ea, l,badelly or cansbad -6 es ao BRFf#4.l,MA-feF.IAfeHQ 12_.1s_ t6'bl'daled Page 2of 3 Item #5 January 24, 2017 Page 16 of 32
Customer Lifecycle Management Project
Summary
Vel@ city
Customer may add functionality to their Applications environment at any time after the project completion. Velocity will evaluate
whether any additional Professional Services or Operations Services may be required. *Additional fees may be incurred if the
customer requests:
• Lawson Security Implementation;
• New Applications or Modules;
• New Supported Third Party Applications;
• New Program Modifications;
• New Interfaces;
• Additional Functional or Technical Consulting Services;
• On-site 'go-live' support; and,
• Additional End User Training.
We look forward to a successful engagement and a long-term relationship. Should you have any questions concerning this
document, please contact Velocity at any time.
This is an agreement to commence upgrade activities consistent with the schedule outlined herein. Customer agreement
below indicates review of this document and a commitment to the summary project schedule.
City of Carlsbad
(Printed Name)
\V'\~~0~
(Date)
Unless otherwise withdrawn by Velocity, this project summary including its associated schedule is valid until January 31, 2017
~TO FORM
PAUL G. EDMONSON
_),{.Assistant City Attorney
Cl~tiiRt~.~~~~~dei 1tial C4) et 8atlsOaacny 01 eatlsbtsd 291f! 09 30-nR5T-ff1 LMA fer IRfsr 1Q 12 29 10 updetsd Page 3 of 3 Item #5 January 24, 2017 Page 17 of 32
Attachment C
Professional Service Description
005
Human Capital Management and
Technical Compass
Prepared for:
City of Carls bad
By:
Jim Hayek
Customer Program Manager
January 24, 2017
Vel®city
Item #5 January 24, 2017 Page 18 of 32
Vel~)city
Table of Contents
OVERVIEW ................................................................................................................................................................ 3
PROJECT SCOPE ......................................................................................................................................................... 3
PROJECT SCHEDULE .................................................................................................................................................. 3
CUSTOMER RESPONSIBILITIES ................................................................................................................................... 3
ESTIMATED EFFORT .................................................................................................................................................. 3
STANDARD RATES BY ROLE ...................................................................................................................................... 3
EXPENSES .................................................................................................................................................................. 4
ESTIMATED CHARGES ............................................................................................................................................... 4
PAYMENT OF SER VICE CHARGES ............................................................................................................................... 4
CHANGE MANAGEMENT ............................................................................................................................................ 4
PROJECT SlGN OFF .................................................................................................................................................... 4
RELATION TOAGREEMENT ........................................................................................................................................ 4
2
Velooity Technology Solutions, Inc. Services Description
Form 2015-03-26 -DocuSign
CTR#003244
Item #5 January 24, 2017 Page 19 of 32
Vel@ll)city
Overview
This Professional Service Description 005 ("Service Description'') is entered into by Velocity Technology Solutions,
Inc. ("Velocity") and City of Carlsbad ("Customer") effective January 24, 2017 (the "Effective Date") under the
tenns of the Master Agreement for Velocity Services, including (1) the Addendum to the Master Agreement for
Application Management and Hosting Services, (2) the Addendum to the Master Agreement for Consulting Services,
and (3) Rider to the Master Agreement, all dated effective February 16 2010 (collectively the "Agreement') to
document the Services Velocity will provide under the Agreement. Notwithstanding anything to the contrary
contained herein or otherwise, if Customer bas not executed this Service Description on or before January 31, 2017,
Velocity may, by notice to customer rescind this Service Description and this Service Description shall be void and
of no force or effect.
Project Scope
Velocity will provide functional and teahnical consulting services to assist Customer with its Infor Lawson
("Lawson") software and associated applications. Specifically, Velocity will perform a business process review on
the current environments and provide an assessment to the City of Carlsbad once complele. Velocity will achieve this
by gathering business process information through an analysis of the system, through questionnaires and by
conducting onsite workshops to interview staff. Velocity will take the information gathered and create an assessment
document which will detail the findings along with recommendations. A breakdown of the four key project areas of
focus are:
• HCM/Technical Preparation -48 hours
• HCM/Technical Workshop -56 hours
• HCM/Technical Assessment Documentation -64 hours
• Assessment Delivery and Wrap up-40 hours
Customer and Velocity subject matter experts will collaborate during the design phase of the project to develop a
comprehensive functional and technical specification and detailed project plan. The Velocity Project Manager
assigned will review the detailed specifications and the project plan with Customer. Customer and Velocity will
indicate agreement on the detailed project plan and program specifications prior to materially beginning efforts. Such
agreement is to be confirmed by the parties through. email or other written means.
Project Schedule
The Services shall start on or about January 24 2017 and are scheduled to be completed on or about February 28
2017 (the "Project Period").
Customer Responsibilities
Customer will provide suitable system access for Velocity personnel performing the Services. Customer will make
appropriate staff resources available dw·ing the course of the Services.
Estimated Effort
Estimates are provided by task:
Project Task Hours
Functional Consulting 208.00
Total 208.00
Standard Rates By Role
The following table defines project roles that Velocity offers during the course of ao engagement. Services are
provided by Velocity on a time and materials basis at the applicable ''Hourly Rate" specified in the table below for
each role. Sucl1 charges ("Service Charges") apply for all hours worked.
3
Velocity Technology Solutions, Inc. Services Description
Form 2015-03-26 -DocuSign
CTR#003244
Item #5 January 24, 2017 Page 20 of 32
Vel®city
~&!iidANMl@i· =Mffid@i-~
Functional Consulting $185.00
NOTE ON RATES: Hours worked by a single consultant in excess often (10) in a day at the request of the Customer
are charged at the Hourly Rate shown above plus a premium of twenty-five do1lars ($25.00) per hour. Hours worked
on holidays, and weekends at the request of the Customer are charged at the hourly rate plus a premiwn of twenty-
five dollars ($25.00) per hour. Out of town travel time is charged at seventy-five dollars ($75.00) per hour with a
maximum of four ( 4) hours for each one-way leg of a trip.
Expenses
Customer shall reimburse Velocity for all documented out-of-pocket expenses incurred by it in performing the
Services in accordance with the Agreement.
Charges
The estimated hours to implement the Services provided in this Service Description is two hundred and eight (208)
hours and the fee is thirty eight thousand four hundred and eighty dollars ($38,480.00). Estimates are for guidance
but do not alter the application of Service Charges at the Hourly Rate for all homs actually worked. The full fee shall
be invoiced to and payable by Customer upon delivery of the assessment. In no event shall the amounts payable under
this Service Description exceed thirty-eight thousand four hundred and eighty dollars ($38,480.00) plus applicable
expenses (the "Not-to-Exceed Amount") without the prior written consent of Customer as described in the Change
Management section below.
Payment of Service Charges
Reserved.
Change Management
In the event that Customer requests Services that are not defined or authorized in the scope of this Service Description
or the Service Charges exceed the Not-to-Exceed Amount, the Velocity Engagement Manager will develop a Service
Description Amendment to identify the requested Services and the impact of this change. A Service Description
Amendment will become effective only when signed by both parties. In certain circumstances, a separate Service
Desc1iption for the expansion of Services will be required.
Project Sign Off
Upon completion ofCUstomer validation of Customer's instance of the Applications, the Customer Executive Sponsor
will confirm Customer acceptance of the Services by signing aProject Acceptance Letter ("Project Sign Off'). Project
Sign Off represents completion of the Project Period and the Services. In the event a Project Acceptance Letter is not
signed, Project Signoff will be deemed to have occurred on the date which is five (5) business days from completion
of Customer's validation of Customer's instance of the Applications.
Relation to Agreement
This Service Description is incorporated into and governed by the Agreement. The provisions of this Service
Description shall control over any inconsistent terms of the Agreement. Terms bearing initial capital letters not
otherwise de.fined in this Service Description have the meanings ascribed to them in the Agreement.
(Signature Page Follows)
4
Velocity Technology Solutions, Inc. Services Description
Form 2015-03-26 -DocuSign
CTR#003244
Item #5 January 24, 2017 Page 21 of 32
(Signature Page Follows)
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement by their duly authorized representatives
as of the date set forth below, provided, however, if not executed by Customer on or prior to January 31, 2017,
Velocity, may by notice to Customer, rescind this Service Description.
CITY OF CARLSBAD VELOCITY TECHNOLOGY SOLUTIONS, INC.
Name (type or print) Name (type or print)
(QO
Title
Date
01 /os/dol-=t I I
Approved as to Form:
CELIA A. BREWER, City Attorney
Sr.
5
Velocity Technology Solutions, Inc. Services Description
Form 2015-03-26-DocuSign
CTR#003244
Item #5 January 24, 2017 Page 22 of 32
Attachment D
Professional Service Description
006
Lawson Security
Prepared for:
City of Carlsbad
By:
Jim Hayek
Customer Program Manager
January 24, 2017
Ve/@city
Item #5 January 24, 2017 Page 23 of 32
Ve/(-.)city
Table of Contents
OVERVIEW ................................................................................................................................................................ 3
PROJECT SCOPE ......................................................................................................................................................... 3
PROJECT SCHEDULE .................................................................................................................................................. 3
CUSTOMER RESPONSIBILITIES ....................................................................................... , ........................................... 3
ESTIMATED EFFORT .................................................................................................................................................. 3
STANDARD RATES BY ROLE ...................................................................................................................................... 3
EXPENSES .................................................................................................................................................................. 4
ESTIMATED CHARGES ............................................................................................................................................... 4
PAYMENT OF SERVJCE CHARGES ............................................................................................................................... 4
CHANGE MANAGEMENT ......... ·········································· ..... ················· ................................................................... 4
PROJECT SIGN OFF .................................................................................................................................................... 4
RELATION TOAGREEMENT ........................................................................................................................................ 4
2
Velocity Technology Solutions, Inc. Services Description
Form 2015-03-26 -DocuSign
CTR#003245
Item #5 January 24, 2017 Page 24 of 32
Ve/~)city
Overview
This Professional Service Description 006 ("Service Description'') is entered into by Velocity Technology Solutions,
Inc. ("Velocity"), and City of Carlsbad ("Customer") effective January 24, 2017 (the "Effective Date") under the
terms of the Master Agreement for Velocity Services, including (1) the Addendum to the Master Agreement for
Application Management and Hosting Services, (2) tbe Addendum to the Master Agreement for Consulting Services,
and (3) Rider to the Master Agreement, all dated effective February 16, 2010 (collectively the ''Agreement") to
document the Services Velocity will provide under the Agreement. Notwithstanding anything to the contrary
contained herein or otherwise, if Customer has not executed this Service Description on or before January 3 l, 2017,
Velocity may, by notice to customer, rescind this Service Description and this Service Description shalJ be void and
of no force or effect.
Project Scope
Velocity will provide functional and technical consulting services to assist Customer with its lnfor Lawson
("Lawson") software and associated applications. Specifically, Velocity would provide On Demand consulting and
project management to assist the Citywith migrating their final users to LS Security. Assumes the City of Carlsbad
will build the remaining security requirements with input and review from Velocity.
Customer and Velocity subject matter experts will collaborate during the design phase of the prnject to develop a
comprehensive functional and technical specification and detailed project plan. The Velocity Project Manager
assigned will review the detailed specifications and the project plan with Customer. Customer and Velocity will
indicate agreement on the detailed project plan and program specifications prior to materially beginning efforts. Such
agreement is to be confirmed by the parties through email or other written means.
Project Schedule
The Services shall start on or about January 24, 2017 and are scheduled to be completed on or about February 28,
2017 (the "Project Period").
Customer Responsibilities
Customer will provide suitable system access for Velocity personnel performing the Services. Customer will make
appropriate staff resources available during the course of the Services.
Estimated Effort
Estimates are provided by task:
Project Planning and Management
On Demand Consulting
Total
Standard Rates By Role
Project Task Hours
14.00
60.00
74.00
The following table defines project roles that Velocity offers during the course of an engagement Services are
provided by Velocity on a time and materials basis at the applicable "Hourly Rate" specified in the table below for
each role. Such charges ( 'Service Charges") apply for all hours worked.
On Demand Consulting
3
Velocrty Technology Solutions, Inc. Servtces Description
Form 2015-03-26 -DocuSlgn
CTR#003245
Item #5 January 24, 2017 Page 25 of 32
Velt-)city
NOTE ON RATES: Hours worked by a single consultant in excess often (10) in a day at the request of the Customer
are charged at the Hourly Rate shown above plus a premium of twenty-five dollars ($25.00) per hour. Hours worked
on holidays, and weekends at the request of the Customer are charged at the hourly rate plus a ptemiutn of twenty-
five dollars ($25.00) per hour. Out of town travel time is charged at seventy-five dollars ($75.00) per hour with a
maximum of four ( 4) hours for each one-way leg of a trip.
Expenses
Customer shall reimburse Velocity for all documented out-of-pocket expenses incurred by it in performing the
Services in accordance with the Agreement.
Charges
The estimated hours to implement the Services provided in this Service Description is seventy four (74) hours and the
fee is fourteen thousand one hundred sixty eight dollars ($14,168.00). Estimates are for guidance but do not alter the
application of Service Charges at the Hourly Rate for all hours actually worked. In no event shall the amounts payable
under this Service Description exceed fourteen thousand one hundred sixty-eight dollars ($14,168.00) plus applicable
expenses (the ''Not-to-Exceed Amount") without the prior written consent of Customer as described in the Change
Management section below.
Payment of Service Charges
Service Charges at the Hourly Rate for all hours worked in providing the Services shall be paid by Customer in
accordance with the Agreement.
Change Management
In the event that Customer requests Services that are not defined or authorized in the scope of this Service Description
or the Service Charges exceed the Not-to-Exceed Amount, the Velocity Engagement Manager will develop a Service
Description Amendment to identify the requested Services and the impact of this change. A Service Description
Amendment will become effective only when signed by both parties. In certain circumstances, a separate Service
Description for the expansion of Services will be required.
Project Sign Off
Upon completion of Customer validation of Customer's instance of the Applications, the Customer Executive Sponsor
will confirm Customer acceptance of the Services by signing a Project Acceptance Letter ("Project Sign Off'). Project
Sign Off represents completion of the Project Period and the Services. In the event a Project Acceptance Letter is not
signed, Project Signoffwill be deemed to have occurred Qll the date which is five (5) business days from completion
of Customer's validation of Customer's instance of the Applications ..
ReJation to Agreement
This Service Description is incorporated into and governed by the Agreement. The provisions of this Service
Description shall control over !Ul.Y inconsistent tenns of the Agreement. Terms bearing initial capital letters not
otherwise defined in this Service Description have the meanings ascribed to them in the Agreement.
(Signature Page Follows)
4
Velocity Tectmology Solutions, Inc. Services Description
Form 2015-03-26 -DocuSlgn
CTR#003245
Item #5 January 24, 2017 Page 26 of 32
Ve/{ft)City
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement by their duly authorized representatives
as of the date set forth below, provided, however, if not executed by Customer on or prior to January 31,2017,
Velocity, may by notice to Customer, rescind this Agreement.
CITY OF CARLSBAD
Name (type or print)
r;~-a~o(.L
Approved as to Form:
VELOCITY TECHNOLOGY SOLUTIONS, INC.
Title
Date
5
Velocity Technology Solutions, Inc. Services Description
Form 2015-03-26-DocuSign
CTR#003245
coo
Qt/os/ dO 1-=t I I
Item #5 January 24, 2017 Page 27 of 32
Attachment E
Professional Service Description
007
lnfor 10 Go-live Support
Prepared for:
City of Carlsbad
By:
Jim Hayek
January 24, 2017
Ve/('!)city
Item #5 January 24, 2017 Page 28 of 32
Vel@city
Table of Contents
O VERVIEW ................................................................................................................................................................ 3
PROJECT SCOPE ......................................................................................................................................................... 3
PROJECT SCHEDULE .................................................................................................................................................. 3
CUSTOMER RESPONSIBILITIES ................................................................................................................................... 3
ESTIMATED EFFORT .................................................................................................................................................. 3
STANDARD RATES BYROLE ...................................................................................................................................... 3
EXPENSES .................................................................................................................................................................. 4
ESTIMATED CHARGES ............................................................................................................................................... 4
PAYMENT OF SERVICE CHARGES ............................................................................................................................... 4
CHANGE MANAGEMENT ............................................................................................................................................ 4
PROJECT SIGN OFF .................................................................................................................................................... 4
RELATION TO AGREEMENT ........................................................................................................................................ 4
2
Velocity Technology Solutions. Inc. Services Description
Form 2015-03-26 -DocuSign
CTR#003475
Item #5 January 24, 2017 Page 29 of 32
Ve/@city
Overview
This Professional Service Description 007 ("Service Description") is entered into by Velocity Technology Solutions,
Inc. ("Velocity''), and City of Carlsbad (' Customer") effective January 24, 2017 (the "Effective Date") under the
terms of the Master Agreement for Velocity Services, including (1) the Addendum to the Master Agreement for
Application Management and Hosting Services, (2) the Addendum to the Master Agreement for Consulting Services,
and (3) Rider to the Master Agreement, aU dated effective February 16, 2010 (collectively the "Agreement") to
document the Services Velocity will provide under the Agreement Notwithstanding anything to the contrary
contained herein or otherwise, if Customer bas not executed this Service Description on or before January 31, 2017,
Velocity may by notice to customer, rescind this Service Description and this Service Description shall be void and
of no force or effect.
Project Scope
Velocity will provide functional and technical consulting services to assist Customer with its lnfor Lawson
("Lawson") software and associated applications. Specifically, Velocity will provide on-site post Infor 10 go-live
support for up to two weeks. The first week after the Io.for l O go-live will require a techni.cal support person to handle
a wide range of post go-live issues where the second week after go live will require an HR support person to support
the first lnfor 10 payroll activity.
Customer and Velocity subject matter experts will collaborate during the design phase of the project to develop a
comprehensive functional and technical specification and detailed project plan. The Velocity Project Manager
assigned wiJI review the detailed specifications and the project plan with Customer. Customer and Velocity will
indicate agreement on the detailed project plan and program specifications prior to materially beginning efforts. Such
agreement is to be confirmed by the parties through email or other written means.
Project Schedule
The Services shall start on the day of the lnfor 10 go-live TBD and are scheduled to be completed on or about two
weeks after the Io.for 10 go-live TBD (the "Project Period").
Customer Responsibilities
Customer will provide suitable system access for Velocity personnel performing the Services. Customer will make
appropriate staff resources available during the course of the Services.
Estimated Effort
Estimates are provided by task:
FUNCTIONAL SUPPORT
PROJECT MANAGEMENT
Total
Standard Rates By Role
Project Task Hours
80.00
10.00
90.00
The following table defines project roles that Velocity offers during the course of an engagement. Services are
provided by Velocity on a time and materials basis at th.e applicable "Hourly Rate" specified in the table below for
each role. Such charges ("Service Charges") apply for aU hours worked.
&5®641-ii§ii@i· :MffldiMi·!ffi
FUNCTIONAL SUPPORT $185.00
3
Veiocity Technology Solutlons, Inc. Services Description
Form 2015-03-26 -DocuSign
CTR#003475
Item #5 January 24, 2017 Page 30 of 32
Ve/(")city
NOTE ON RATES: Hours worked by a single consultant in excess often (10) in a day at the request of the Customer
are charged at the Hourly Rate shown above plus a premium of twenty-five dollars ($25.00) per hour. !fours worked
on holidays, and weekends at the request of the Customer are charged at the hourly rate plus a premium of twenty-
five dollars ($25.00) per hour. Out of town travel time is charged at seventy-five dollars ($75.00) per hour with a
maximum of four (4) hours for each one-way leg ofa trip.
Expenses
Customer shall reimburse Velocity for all documented out-of-pocket expenses incurred by it in performing the
Services in accordance with the Agreement.
Estimated Charges
The estimate to implement the Services provided in this Service Description is ninety (90) hours and the fee of sixteen
thousand six hundred and fifty dollars ($16,650.00). Estimates are for guidanc;e but do not alter the application of
Service Charges at the Hourly Rate. for all hours actually worked. In the event that Service Charges exceed the
maximum amount authorized herein, the Parties will negotiate a written amendment to this Professional Service
Description 007 .
Payment of Service Charges
Service Charges at the Hourly Rate for all hours worked in providing the Services shall be paid by Customer in
accordance with the Agreement.
Change Management
In the event that Customer requests Services that are not defined or authorized in the scope of this Service Description,
the Velocity Engagement Manager will develop a Service Description Amendment to identify the requested Services
and the impact of this change, A Service Description Amendment will become effective only when signed by both
parties. In certain circumstances, a separate Service Description for the expansion of Services will be required.
Project Sign Off
Upon completion of Customer validation of Customer's instance of the Applications, the Customer Executive Sponsor
will confirm Customer acceptance of the Services by signing a ProjectAcceptance Letter ("Project Sign Off'). Project
Sign Off represents completion of the Project Period and the Services. In the event a Project Acceptance Letter is not
signed, Project Signoffwill be deemed to have occurred on the date which is five (5) business days from completion
of Customer's validation of Customer's instance of the Applications.
Relation to Agreement
This Service Description is incorporated into and governed by the Agreement. The provisions of this Service
Description shall control over any inconsistent terms of the Agreement. Terms bearing initial capital letters not
otherwise defined in this Service Description have the meanings ascribed to them in the Agreement.
(Signature Page Follows)
4
Velocity Technolegy Solutions, Inc. Services Description
Form 2015--03-26 -DocuSign
CTR#003475
Item #5 January 24, 2017 Page 31 of 32
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement by their duly authorized representatives
as of the date set forth below, provided, however, if not executed by Customer on or prior to January 31,2017,
Velocity, may by notice to Customer, rescind this Service Description.
CITY OF CARLSBAD VELOCITY TECHNOLOGY SOLUTIONS, INC.
By~ By:
Name (type or print)
Approved as to Form:
Name (type or print)
Title
Date
5
Velocity Technology Solutions, Inc. Services Description
Form 2015-03-26 -DocuSign
CTR#003475
coo
01 /o6/;]oJ7
I I
Item #5 January 24, 2017 Page 32 of 32