2-Clarity - SOW 9.2.2025.pdf

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Attached to
Sole Source Public Review - Budget Planning Software Support
Solicitation number
WM2528
Issued by
Cook County, Illinois

About this file

This Statement of Work (SOW) is between City Colleges of Chicago and Clarity Partners, LLC for Budget Planning Software Support, specifically for Anaplan software enhancement and maintenance. The contract is for one year, starting from the effective date, with Clarity Partners providing comprehensive services to upgrade and improve the existing Anaplan models. Priority scope items include transitioning to a new UX Anaplan view, fixing data export integrity, completing page design updates, implementing switchover fixes, and further simplifying the "Position Split" process.

The budget for this SOW is set at $50,000, based on 250 hours of work by a Solution Architect at $200 per hour. Clarity Partners will invoice monthly on a time and materials basis using a rate card with roles ranging from Model Builder at $165 to Senior Solution Architect at $220 per hour. The company is a minority-owned consulting firm with 53% minority employees and 45% female employees, offering enterprise performance management, cloud services, and other technology consulting services. Travel expenses require pre-approval, and all invoices are due within 30 days of receipt.

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5-Clarity Partners 2025.pdf PDF
1-Objection template.docx DOCX document
3-Justification Form - Clarity - 9.3.2025.pdf PDF
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Text version

STATEMENT

OF WORK

09/02/2025

City Colleges of Chicago Budget Planning Software Support

53% Minority Employees

45% Female

Employees

45% Minority/Women

Supervisory Roles

ADDRESS

20 N. Clark Street, Suite 3600 Chicago, IL 60602

CONTACT PERSON

Rodney Zech, Managing Member

PHONE

(312) 920-0550

EMAIL

r.zech@claritypartners.com

WEB ADDRESS

www.claritypartners.com

SERVICE OFFERINGS

Enterprise Performance Management Technologies: Anaplan, Oracle Cloud EPM

Enterprise Resource Planning Technologies: Oracle EBS, PeopleSoft, SAP

Custom Application Development Technologies: .Net, J2EE, SQLServer, Oracle, MySQL

Web Design & Development Technologies: Drupal, WordPress, JavaScript, Bootstrap

Management Consulting Technologies: Agnostic

Cloud Services Technologies: AWS, Microsoft Azure, Google Cloud

Content Services Technologies: OnBase

Managed Services Technologies: Various iPREPARED BY CLARITY PARTNERS 1PREPARED BY CLARITY PARTNERS

WE VALUE DIVERSITY FIRM AWARDS

Clarity Partners is a minority-owned, privately held management and information technology consulting firm founded in 2004. Clarity specializes in delivering comprehensive solutions to solve complex client challenges. Clarity provides both advisory and systems integration services to a diverse mix of public sector, private sector, and non-profit organizations. Clarity was founded on the principal of providing big firm consulting best practices with the innovation, efficiency, and personal attention typically found in smaller firms. Clarity has extensive experience with a variety of technologies, including Anaplan, AWS, Azure, Drupal, Google Cloud, Java, .NET, Oracle, Salesforce, Tableau, and many others.

1. FIRM OVERVIEW

iPREPARED BY CLARITY PARTNERS 2PREPARED BY CLARITY PARTNERS

02 | Proposal Details

OUR PROPOSED SERVICES AND SCOPE

Vendor will assist the Client in a variety of tasks including but not limited to, reviewing current system documentation and system functionality, maintaining and enhancing existing Anaplan models, preparing project documentation, and additional tasks as identified during project. The exact details of the work items and tasks that Vendor will perform, assist with, and/or complete will be reasonably determined collectively by the Vendor and the Client subject to all other terms and conditions of this SOW and the Agreement. The exact deliverables and due dates will be decided collectively by the Vendor and the Client and shall be set forth in one or more Appendices hereto which may be updated from time to time.

Priority scope items include but not limited to:

Transitioning to the New UX Anaplan View: Implementing a comprehensive upgrade to the user interface to modernize the user experience, which will include the deployment of dynamic filtering options, enhanced refresh capabilities, and a more intuitive layout to significantly improve usability and navigation for all end-users.

Fixing Data Export Integrity: Conducting a thorough review and remediation of data exports generated by the model to address and correct any issues related to erroneous codes, blank values, or additional and missing information.

Completing Page Design Updates: Undertaking a detailed enhancement of user-facing dashboard pages, which will involve the addition of clear instructional text, the standardization of naming conventions and data labels, and the optimization of filtering mechanisms and general page functionality to reduce user errors and improve efficiency.

Implementing Switchover Fixes and Enhancements: Identifying and resolving any outstanding issues within the period-to-period switchover process.

Further Simplifying the "Position Split" Process: Building upon the previous simplification work to further streamline the mechanics of department reallocation and percentage adjustments.

As part of our commitment to total client satisfaction, Clarity assembles each project team based on the particular needs of the specific client and project. Clarity only staffs projects with experienced, intelligent, analytical consultants who have a history of providing superior client service. Clarity will staff this project with highly skilled, certified Anaplan consultants. Our team of over 150 consultants work both at our Clarity office and at client sites as needed.

STAFFING OVERVIEW

This Statement of Work (“SOW”), effective when the Client signs the SOW (“Effective Date”), is subject to and incorporates by reference the terms and conditions of the Professional Services Agreement (“Agreement”) between City Colleges of Chicago, (the “Client”), and Clarity Partners, LLC (“Vendor”).

The contract term is one year, starting from the Effective Date.

STATEMENT OF WORK

2. PROPOSAL DETAILS

Role Rate

Senior Solution Architect 220

Solution Architect 200

Senior Model Builder 185

Model Builder 165 iPREPARED BY CLARITY PARTNERS 3PREPARED BY CLARITY PARTNERS

All break fix, maintenance, and enhancement work shall be performed on a time and materials basis, based on the rate card below. All rates are exclusive of travel. Should travel be required by the Client, the expenses will be billed as incurred; provided, however, that any travel expenses must be pre-approved in writing by Client.

SUPPORT, MAINTENANCE, AND ENHANCEMENTS

Clarity submits invoices on a monthly basis. Each invoice includes the following information:

Vendor name and remit to address Contract Number and Title Purchase Order number (if applicable) Brief description of the performance for which payment is due A signature line for acceptance

All Clarity invoices are due net thirty (30) days from receipt of invoice.

INVOICING REQUIREMENTS AND PAYMENT EXPECTATIONS

The budget for this SOW is based on 250 hours for identified Solution Architect, Tomas Janin, at a rate of $200 per hour (or additional personnel at role-based rates as outlined in the SOW and approved in writing by Client). Vendor shall inform the Client in writing (email acceptable) at the point where 70% of allotted hours have been consumed. Total fees shall not exceed $50,000.

BUDGET

3. PAYMENT OVERVIEW

Vendor is not responsible for Anaplan product defects or Anaplan migration tools that may fail;

provided that such failure is not caused in whole or in part by the Client. If significant problems are encountered related to the Anaplan product itself and are escalated to Anaplan, additional time may be needed to resolve and the parties shall mutually agree to amend the relevant Appendix to reflect such additional time.

iPREPARED BY CLARITY PARTNERS 4PREPARED BY CLARITY PARTNERS

4. PROJECT ASSUMPTIONS

5. SIGNATURES

Clarity Partners, LLC City Colleges of Chicago

Signature: Signature:

Name: Rodney S. Zech Name:

Title: Managing Member Title:

Date: 9/02/2025 Date:

IN WITNESS WHEREOF, the Parties hereto have duly executed this State of Work as the Effective Date.

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