CimpleSoft work order Exhibit A amended.pdf

Exhibit A Included services & performance requirements

1. Statement of work

a. Introduction/Background GMB is in need of technical resources in business analysis to augment the existing IT team during the agency’s IT systems modernization project.

The purpose of the modernization project is to replace end-of-life systems that do not adequately meet business needs. GMB currently uses three separate mission-critical systems that are mostly independent of one another. The goal of modernization is to improve staff efficiency, reduce errors, an provide opportunity to integrate manually completed business processes into a new system.

In addition to this modernization endeavour, IT staff must also continue to provide customer service and maintain the functionality of the existing core applications and infrastructure. As a small agency, this results in insufficient internal resources to complete both tasks.

b. Scope of work Selected resources will provide business analyst expertise for the modernization project as needed.

Statement of Work 01 specifies resources, deliverables, and compensation. Resources will be directed by a technical lead designated by the Purchaser.

Substitute resources must be pre-approved, in writing, by GMB.

c. Period of performance The period of performance for this Work Order is no longer than one year beginning on December 1, 2024, or last date of signature, through November 30,2025.

GMB reserves the right to amend, at its sole discretion, for one (1) additional one-year period, for a total period of performance not to exceed two (2) years.

d. Place of performance Work may be performed remotely or at the GMB office located at 4565 7th Avenue SE Lacey, WA 98503.

e. Work requirements

All resources submitted for consideration for Statements of Work must have expert level knowledge and demonstrated experience in the specific areas listed below under each resource type. Expert level is defined as four or more years of experience in the last six years.

Desired experience for all resources Experience working collaboratively within a team using Agile and Scrum framework.

Business Analyst Required areas of expertise

• Facilitating requirements gathering sessions with business users and stakeholders to elicit, analyze, and document business, IT, organizational, and/or operational requirements

• Analyzing current vs. future state by using process modeling techniques

• Analyzing current and requested system functionality to identify risks and gaps and provide alternate solutions

• Applying BABOK techniques

• Communicating technical information to audiences with various technical knowledge

• Preparing requirement and specification documentation

• Translating business and functional requirements and specifications into technical requirements

• Translating requirements into user stories and acceptance criteria

• Experience as a business analyst working with multiple departments in a large organization

• Creation and maintenance of BABOK framework deliverables

Desired expertise/experience

• Expert knowledge using SPARX Enterprise or similar

• Experience in Unified Modeling Language version 2

• Bachelor’s Degree in business analysis OR hold one of the following certifications:

PMI-PBA, IIBA CCBA, IIBA CBAP

• Certification as Lean Six Sigma green belt or higher

• Six or more years serving as a business analyst within an Enterprise organization

f. Schedule/Milestones

Schedules and/or milestones will be identified during the development of Statements of Work.

g. Acceptance Criteria

Prior to work commencing for each Phase, Purchaser and Contractor will develop and execute one or more mutually agreed-upon Statement of Work (SOW). Each SOW, will contain, at a minimum:

• Contract reference number

• Description of scope of services, and work to be performed,

• Defined timeline and period of performance for the SOW,

• Defined maximum hours and payment terms, and

• Signature block for both parties.

The terms and conditions of any SOW cannot conflict with the terms and conditions of this Work Order. In the event of any conflict, the Work Order shall prevail.

• Deliverables must be submitted on time and as agreed upon in the SOW; and

• Deliverables must be submitted to Purchaser in an agreed upon format that can be edited and/or reproduced.

h. Other Requirements All Contractor team members will be required to use a badge to access the facility.

Contractor team members will be granted access to all necessary IT functions. They will also be given temporary agency accounts which are to be used only for work pertaining to the execution of this Work Order. Contractor team member accounts will be close upon completion of their work related to this contract.

Contractor team members will be required to review relevant Purchaser policies (included, but not limited to, workplace safety, ethics, email, and non-discrimination) and sign acknowledgements that they have read the policies, understand them, and agree to abide by them.

2. Work Product / Ownership Rights

Any custom additions and modifications to Contractor’s pre-existing material and all data and work products produced pursuant to this Contract shall collectively be called “Work Product.”

Purchaser shall have and retain all ownership, right, title, interest and all intellectual property rights to Work Product. To the extent that any such rights in the Work Product vest initially with the Contractor by operation of law or for any other reason, Contractor hereby perpetually and irrevocably assigns, transfers and quitclaims such rights to Purchaser. Ownership includes the right to copyright, patent, register and the ability to transfer these rights and all information used to formulate such Work Product. Contractor warrants that it is the owner of the Work Product and pre-existing material and that it has full rights to assign and license the same to Purchaser. Work Product includes, but is not limited to, discoveries, formulae, ideas, improvements, inventions, methods, models, processes, techniques, findings, conclusions, recommendations, reports, designs, plans, diagrams, drawings, software, databases, documents, pamphlets, advertisements, books, magazines, surveys, studies, computer programs, films, tapes, and/or sound reproductions, to the extent provided by law. During the term of this Contract and any time thereafter, Contractor shall execute all documents and perform such other proper acts as Purchaser may deem necessary to secure for Purchaser the rights herein granted, and when so obtained or vested, to maintain, renew, and restore the same. Contractor shall not use or in any manner disseminate any Work Product to any third party or represent in any way Contractor ownership in any Work Product. Contractor shall take all reasonable steps necessary to ensure that its personnel and agents shall not copy, disclose, transmit or perform any Work Product or any portion thereof, in any form, to any third party. Contractor hereby grants to Purchaser a non-exclusive, royalty-free, irrevocable license to use, publish, translate, reproduce, deliver, perform, display, and dispose of materials and know-how that are delivered under this Contract, but that do not originate therefrom pre-existing material. Contractor shall exert best efforts to advise Purchaser of all known or potential infringements of publicity, privacy or of intellectual property rights of the pre-existing material furnished under this Contract. Purchaser shall receive prompt written notice of each notice or claim of copyright infringement or infringement of other intellectual property right worldwide received by Contractor with respect to any pre-existing material delivered under this Contract. Purchaser shall have the right to modify or remove any restrictive markings placed upon the pre-existing material by Contractor.

3. Specified Personnel for IT Professional Services Contractor shall use best efforts to ensure that personnel assigned to this Contract are available until the completion of the Contract. Any proposal by Contractor for changes, replacement, or substitution of personnel during the term of the Contract shall be submitted to Purchaser in writing. Purchaser shall have the sole discretion to accept or reject such proposal. As a condition to accepting Contractor’s proposal for personnel changes, Purchaser may require Contractor to compensate Purchaser for any training and administrative costs incurred by Purchaser in association with such replacement. Such compensation will be in the form of a credit against Contractor’s compensation. If Purchaser does not accept Contractor’s proposed change and Contractor is unable to provide acceptable personnel to Purchaser within ten (10) business days after the originally assigned personnel have left, then Purchaser may terminate this Contract.

4. Data Classification, Sharing and Security Contractor acknowledges that some of the material and information that may come into its possession or knowledge in connection with this contract or its performance may consist of Public Information, Sensitive Information, Confidential Information, and/or Confidential Information Requiring Special Handling as defined at the end of this section.

Contractor agrees to protect all material and information, other than Public Information, obtained under this contract as Confidential Information, unless notified by the Purchaser in writing to treat the material or information with lessened or heightened protections.

Notification: Information received under this contract may be confidential information requiring special handling.

Contractor will not make use of material and information for any purpose other than the performance of this contract. Contractor will release information obtained under this contract, other than Public Information, only to authorized employees, agents, or subcontractors, requiring such information for the purposes of carrying out this contract, and only after such persons have signed the nondisclosure agreement provided to the Contractor by the Purchaser.

Contractor will not release, divulge, publish, transfer, sell, disclose, or otherwise make the material and information known to any other party, person or entity except as provided in this contract.

Contractor agrees to implement physical, electronic, and managerial safeguards to prevent unauthorized access, use, disclosure, modification or loss to material and information collected, used, or acquired in connection with this Contract. All Confidential Information, and information treated as Confidential Information, stored by the Contractor will be encrypted using industry standard algorithms or cryptographic modules validated by the National Institute of Standards and Technology (NIST).

Confidential Information transmitted by the Contractor to the Purchaser or to any employee, agent, or subcontractor under this agreement must be made using a method that ensures:

1. All manipulations or transmissions of data during the exchange are secure.

2. If intercepted during transmission the data cannot be deciphered.

3. When necessary, confirmation is received when the intended recipient receives the data.

4. Encryption methods use industry standard algorithms, or cryptographic modules validated by the National Institute of Standards and Technology (NIST).

Contractor‘s records are subject to inspection, review or audit in accordance with the Retention of Records section above. Any breach of this provision may result in termination of the Contract.

Purchaser reserves the right to monitor, audit, or investigate the use of material or information collected, used, or acquired by Contractor through this contract.

Immediately upon expiration or termination of this Contract, Contractor must return all material and information to Purchaser, destroy the individual identifiers associated with the records or record information, and notify this agency to this effect in writing and take whatever other steps Purchaser requires of Contractor to protect Purchaser’s material and information.

Prior to disclosure of any information received under this contract, Contractor must collect completed Notice of Nondisclosure forms for each employee, agent, or subcontractor that will have access to material and information for this contract. Contractor must ensure that Notice of Nondisclosure forms are available for inspection upon Purchaser request.

For purposes of this section, Public Information, Sensitive Information, Confidential Information, and Confidential Information Requiring Special Handling are defined as follows:

Public Information: information that can be or currently is released to the public. It does not need protection from unauthorized disclosure but does need integrity and availability protection controls.

Sensitive Information: information that may not be specifically protected from disclosure by law but is for official use only. Sensitive information is generally not released to the public unless specifically requested.

Confidential Information: information that is specifically protected from disclosure by law. Confidential Information includes: personal information about individuals, such as financial account information, regardless of how that information is obtained;

information concerning employee personnel records; information regarding IT infrastructure and security of computer and telecommunications systems.

Confidential Information Requiring Special Handling: information that is specifically protected from disclosure by law and for which especially strict handling requirements are dictated, such as by statutes, regulations, or agreements; or serious consequences could arise from unauthorized disclosure, such as threats to health and safety, or legal sanctions.