ESPS70823_-_SOW.pdf

State Controller’s Office RFQ-ITS Number ESPS70823

Sample Agreement, Exhibit A

SCOPE OF WORK

A. Description of Services

The Contractor shall provide the State Controller’s Office (SCO) with off the shelf, live virtual training services for International Business Machines (IBM) Dynamic Object-Oriented Requirements System (DOORS) courses.

Agreement Term

The term of this Agreement will be for a period of one year with the option to amend to add/delete services, and add funds as deemed necessary by SCO. The rates on Sample Agreement, Exhibit B, Attachment 1, Cost Worksheet will not change as a result of any amendment to this agreement.

Contractors are cautioned that no services will begin until the Agreement has been fully executed. If services are performed prior to agreement approval, and the Agreement for any reason is not approved, all previous services performed by the Contractor is considered donated to SCO and no payment shall be made for that work.

Agreement Amount

The Contractor and SCO Representative listed in Exhibit A, SOW, Section D. Contacts, Item 1 are responsible for monitoring the Agreement to not exceed the maximum amount of the Agreement without an executed amendment.

B. Contractor Roles and Responsibilities

1. The Contractor shall:

a. Provide an online course training solution, which consists of, but is not limited to:

1) Commercial off-the-shelf, online-based, live web-cast training consisting of a course library of content related to IBM DOORS, listed in Sample Agreement, Exhibit A, Section B.1.a.10).

i. Live webcasts should be presented by expert instructors and provide downloadable presentation materials, and question and answer (Q&A) capability via distance learning through streaming video.

ii. Summary examinations (e.g. quizzes and/or a final test) shall be administered for courses prior to granting course credit.

2) Maintains users and enrollee names confidential.

3) Provide Certificates of Completion for each participant after completion of each course.

4) Designate a representative to be the single point of contact and Contractor Contract Manager for the training engagements. This representative will be the sole point of contact for all communications relative to the engagement and will have the authority to act on the Contractor’s behalf in matters regarding this engagement.

5) Coordinate with the State representative the times and dates each course will be held and obtain the names of the attendees.

6) Work with the State Contract Manager to configure the class syllabus from the Contractor’s topic library at no charge.

7) Provide training documents in digital Portable Document Format (PDF) via download link.

Printed training documents are available optionally on request.

8) Provide a fully configured virtual machine (VM) for each participant in the class.

9) Provide the audio bridge for classes with participants located in North America.

10) Provide virtual classroom connection test, links to training materials, and participant unique VM login credentials via email.

11) Submit an invoice for each course upon completion of each course.

12) Customer support during normal business hours as referenced in Sample Agreement, Exhibit A, Section A, Agreement Term, and a timely response within 72 hours to any submitted inquiries until a resolution is met.

13) IBM DOORS courses covering fields of study/subject matters, but not limited to:

I. Running, creating, sharing, and exporting reports using Jazz Reporting Services (JRS) as well as the basics of Jazz dashboards.

II. Advanced class for DOORS Next/DOORS Next Generation (DNG) power users responsible for importing, exporting, generating reports, creating modules and collections, and managing reviews.

III. Advanced class for DOORS Next/DNG project managers or power users responsible for administering and configuring an Engineering Requirements Management (ERM)/DNG project area.

IV. Task/workload Management for IBM Enterprise Workflow Management (EWM) project administrators or power users who will configure process, roles, teams, and views.

V. Advanced class for Engineering Test Management (ETM)/Rational Quality Manager (RQM) project managers or power users responsible for administering and configuring ETM/RQM project areas.

VI. Fundamentals of test creation and execution using ETM/RQM.

VII. Advanced class for ETM/RQM power users who will plan, organize, and use advanced test authoring techniques.

VIII. Cross application linking for DOORS Next, EWM, and ETM.

b. Services shall be performed during normal business hours, Monday through Friday, 8:00 a.m. to

5:00 p.m. Pacific Time (PT), excluding weekends and State holidays. State observed holidays may be found at http://www.calhr.ca.gov/employees/pages/state-holidays.aspx.

C. SCO Roles and Responsibilities

1. SCO shall:

http://www.calhr.ca.gov/employees/pages/state-holidays.aspx

a. Identify a Contract Manager as the single point of contact for all service inquiries.

b. Provide a roster of participants that includes the name and email address for each SCO participant no fewer than five business days prior to class start date.

c. Ensure that each participant on the roster performs the provided connection test no fewer than three days prior to class start date from the workstation and location the participant will use to attend training.

d. Inform the Contractor immediately in the event that any participant’s connection test does not indicate satisfactory connectivity.

e. Ensure each participant’s workstation has a high-speed internet connection.

D. Contacts

1. Direct all service inquiries to:

State Controller’s Office – Contract Manager

(Contractor)

Name: Name:

Address: Address:

Phone: Phone:

E-mail: E-mail:

2. Direct all agreement inquiries to:

State Controller’s Office –

Contracts & Procurement Office

(Contractor) Name: Name:

Address: Address:

Phone: Phone:

E-mail: E-mail:

3. Contacts may be changed upon written notice to either party without an agreement amendment.

Agreement Number ESPS70823

Sample Agreement, Exhibit B

BUDGET DETAIL AND PAYMENT PROVISIONS

A. Invoicing and Payment

1. For services satisfactorily rendered, and upon receipt and approval of the invoices, SCO agrees to compensate the Contractor for actual expenditures incurred in accordance with the rates specified in Exhibit B, Attachment 1, Cost Worksheet.

2. Itemized invoices shall be submitted on Contractor’s letterhead, not more frequently than annually, in arrears, and include at a minimum:

• Agreement Number

• Dates of Service

• Description of Service Provided

If submitting electronically, send one PDF copy to: ADMAP@sco.ca.gov.

If invoices cannot be submitted electronically, please mail one copy to:

State Controller's Office

Departmental Accounting Office P.O. Box 942850

Sacramento, CA 94250-5877

Direct invoice inquiries to: ADMAP@sco.ca.gov.

B. Budget Contingency Clause

1. It is mutually agreed that if the Budget Act of the current year and/or any subsequent years covered under this agreement does not appropriate sufficient funds for the program, this agreement shall be of no further force and effect. In this event, SCO shall have no liability to pay any funds whatsoever to Contractor or to furnish any other considerations under this agreement and Contractor shall not be obligated to perform any provisions of this agreement.

2. If funding for any fiscal year is reduced or deleted by the Budget Act for purposes of this program, SCO shall have the option to either cancel this agreement with no liability occurring to SCO or offer an agreement amendment to Contractor to reflect the reduced amount.

C. Prompt Payment Clause

1. Payment will be made in accordance with, and within the time specified in, Government Code (GC) Chapter 4.5, commencing with Section 927 et seq.

mailto:ADMAP@sco.ca.gov mailto:ADMAP@sco.ca.gov

Agreement Number ESPS70823

Agreement, Exhibit B, Attachment 1

COST WORKSHEET

The amounts of services listed below are only estimates. SCO does not expressly or by implication agree that the actual number of services will be guaranteed and reserves the right to omit portions of the services as may be deemed necessary. However, the actual costs below by the Bidder shall be binding by the Contractor for the term of this Agreement. Any amendments to the Agreement will adhere to these amounts.

The rates quoted in the Cost Worksheet will not change during the agreement term.

The Bidder must provide a line-item cost for each item identified.

Service Description # of Attendees Unit Price Total Training Content Related To:

Jazz Reporting Services (Advanced) 20 $ $

DOORS Next (Advanced) 6 $ $

DOORS Next Project Admin 6 $ $

EWM (CM) Project Admin - Task/workload Management 10 $ $

ETM/RQM Project Administration 6 $ $

Fundamentals of Test Authoring and Execution with ETM/RQM 6 $ $

Test Authoring and Test Planning with ETM/RQM (Advanced) 6 $ $

ELM Lifecycle Projects and Cross Application Links 6 $ $

Total Cost $

Sample Agreement, Exhibit C

GENERAL PROVISIONS – INFORMATION TECHNOLOGY – CLOUD

COMPUTING – SOFTWARE as a SERVICE (SaaS)

General Provisions – Information Technology - Cloud Computing – Software as a Service (SaaS) DGS PD-401IT Cloud Computing SaaS (Rev. 6/21/2022) shall be incorporated by reference only and made part of the Agreement as if attached hereto.

General Provisions – Information Technology - Cloud Computing – Software as a Service (SaaS) DGS PD-401IT Cloud Computing SaaS (Rev. 6/21/2022) https://www.dgs.ca.gov/-/media/Divisions/PD/PTCS/OPPL/Model- Language/CloudComputing_SaaSGeneralProvisions062122.pdf?la=en&hash=7B3D8F241D148

6B9CA44AAE0932AA21BBBE19D74

https://www.dgs.ca.gov/-/media/Divisions/PD/PTCS/OPPL/Model-Language/CloudComputing_SaaSGeneralProvisions062122.pdf?la=en&hash=7B3D8F241D1486B9CA44AAE0932AA21BBBE19D74 https://www.dgs.ca.gov/-/media/Divisions/PD/PTCS/OPPL/Model-Language/CloudComputing_SaaSGeneralProvisions062122.pdf?la=en&hash=7B3D8F241D1486B9CA44AAE0932AA21BBBE19D74 https://www.dgs.ca.gov/-/media/Divisions/PD/PTCS/OPPL/Model-Language/CloudComputing_SaaSGeneralProvisions062122.pdf?la=en&hash=7B3D8F241D1486B9CA44AAE0932AA21BBBE19D74