Statement of Work for Upgrade of the OTMM Software 2.docx

Statement of Work for Upgrade of the OTMM Software

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Statement of Work for Upgrade of the OTMM Software By: U.S. Naval Research Laboratory/ Gayle Fullerton 02/24/2026 Scope Detailed requirements specific to Customer, determined through the delivery of services, may result in changes to deliverables and/or estimates. Any change in the anticipated scope, tasks or deliverables will be mutually agreed upon by the parties in writing prior to initiating the change, following vendors standard Change Request procedures.

In consideration for the High Level Objectives above, Customer will engage vendor in delivering the scope captured below. As further definition of Scope, the following in-scope activities (“In”) are included in the Project and the following out-of-scope activities (“Out”) are excluded from the Project:

A. Pre-upgraded assistance services:

i. Upgrade design and architecture from current 16.2.1 to the latest available version

ii. Health check assessment services assistance. Note that this will also include the review of the existing customizations and apply to upgraded iteration of OTMM B. Customizations refactoring assistance during the upgrade:

i. Vendor will refactor the existing customizations to function as-is or in a like for like fashion with the upgraded version of OTMM C. Perform software installation and configuration on two (2) Customer environments: Test and Production. Test and Production, while adhering to DoD level security. Security measures must be in place prior to deliverables being met Specifically, Vendor will

i. Configure and upgrade the Test environment. Note that Customer currently does not have a Test environment. This environment will be added to Customer’s deployed architecture

ii. Upgrade and configure the Production environment D. User accepting testing support

i. Vendor will verify that the configuration is ready for the user accepting testing by Customer

ii. Vendor will import sample set of assets, not to exceed 5,000 assets, into the Test environment for the user acceptance testing and ensure all of the needed features are functioning and compliant- RMA, Seach, Metadata, DMTS, etc.

iii. Vendor will support and provide issue remediation assistance during the user acceptance testing

iv. Customer is responsible for the user acceptance testing E. Production deployment and rollout support assistance

i. Vendor will perform a delta migration and post-migration validation

ii. Vendor will provide technical support during the production rollout and work in conjunction with NRL employed staff to maintain compliance with DoD mandated regulations.

iii. Vendor will provide support for issue remediation assistance post go-live per the budget

A. Assign a technical Project Manager during the Services engagement to serve as the primary Customer contact for this SOW, and;

B. Vendor Project Manager will ensure that Services are delivered in professional manner and within the time allocated to the project, following best practices of Vendor

A. Any requirements, newly introduced or existing not within the scope of the Services engagement described in this SOW B. New configuration change or any customization of functionality other than anything specifically called out as in scope or defined in the Assumptions sections of this SOW C. Load and performance testing support D. Support for High availability infrastructure testing E. Organizational change management F. Ongoing support for any customizations, a program to provide managed services for technical and functional support

Methodology & Deliverables The following approach for the implementation of the Services described in this SOW which entails key activities and several stages:

Vendor upgrade support services: Vendor will provide upgrade assistance services for the following activities to upgrade Customer’s on-premise OTMM deployment.

Major activities associated with the OTMM upgrade support services A. Pre upgrade assistance services:

i. Upgrade design and architecture

ii. Health check assessment services assistance. Note that this will also include the review of the existing customizations B. Customizations refactoring assistance during the upgrade:

i. Vendor will refactor the existing customizations to function as-is with the upgraded version of OTMM C. Perform software installation and configuration on two (2) Customer environments: Test and Production. Specifically, Vendor will

i. Configure and upgrade the Test environment. Note that Customer currently does not have a Test environment. This environment will be added to Customer’s deployed architecture

ii. Upgrade and configure the Production environment D. User accepting testing support

i. Vendor will verify that the configuration is ready for the user accepting testing by Customer

ii. Vendor will import sample set of assets, not to exceed 5,000 assets, into the Test environment for the user acceptance testing

iii. Vendor will support and provide issue remediation assistance during the user acceptance testing

iv. Customer is responsible for the user acceptance testing E. Production deployment and rollout support assistance

i. Vendor will perform a delta migration and post-migration validation

ii. Vendor will provide technical support during the production rollout

iii. Vendor will provide support for issue remediation assistance post go-live per the budget Deliverables associated with the OTMM upgrade support services A. Customer’s existing OTMM configuration is upgraded B. The upgraded OTMM configuration in production environment is in use by Customer users Vendor Resources associated with the OTMM upgrade support services

· Sr. Project Manager

· Sr. Technical Consultant

· Services Director (as needed) Customer Resources associated with the OTMM upgrade support services

· Project Manager

· Key business specialists

· Testing resources for the acceptance testing

· Technical support resources (as needed)