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CM-2016-1226 - 11/4/2016Catapult ellu, Zdv �--/�a�- Azure Anywhere Assessment Statement of ork For City of Round Rock November 2, 2016 his document was developed specifically for the client named on this page. The concepts and methodologies contained herein are proprietary to Catapult Systems LLC. Duplication, reproduction or disclosure of information in this document without the express, written permission of Catapult Systems LLC is prohibited. CC�tc1(JU�t �'% x- ��," Statementof.Work -City of Round Rock Contents Contents..........................................................................................................2 1. Engagement Overview.............................................................................3 1.1 Success Criteria.................................................................................3 2. Scope of Work.........................................................................................3 2.1 Catapult Scope.................................................................................3 2.2 Client Participation...........................................................................5 2.3 Out of Scope.....................................................................................5 2.4 Deliverables.....................................................................................5 2.5 Estimating Assumptions...................................................................6 3. Delivery Approach...................................................................................7 3.1 Activity Plan.....................................................................................7 3.2 Staffing............................................................................................8 3.3 Approving Deliverables.....................................................................8 3.4 Change Management.......................................................................8 4. Professional Service Fees.........................................................................9 4.1 Microsoft Funding..........................................................................10 S. Terms and Conditions: ........................................................................... 11 6. Acceptance............................................................................................12 October 28, 2016 Client Confidential p. 2 of 12 Catapult Statement of Work City of Round Rock Engagement Overview 1.1 Success Criteria This Statement of Work (SOW) represents an agreement between Catapult Systems (Catapult) and City of Round Rock (Client). The purpose of this engagement is to provide a series of educational workshops and delivery of an Azure Onboarding Accelerator as a platform for disaster recovery purposes. This engagement will be successful when: 1. Educational Workshops are completed 2. A Proof of Concept for Azure is completed via an Onboarding Accelerator for Azure 3. Active Directory Domain Controllers have been successfully deployed in the Azure tenant 4. Active Directory Federation Services (ADFS) is configured in the Azure tenant 5. Delivery of an Azure adoption strategy document is complete 6. Delivery of an Azure cost consumption document is complete 2. Scope of Work 2.1 Catapult Scope The Catapult team is responsible for the following work items to complete this engagement: Conduct Azure Education Workshops - The goal of the workshops is to educate Client on how to expand their on -premises data center infrastructure into the Microsoft Azure cloud environment and create a foundational hybrid cloud capability. Additionally it educates Client on storage management and virtual networking for Microsoft Azure. It consists of 3 modules delivered over several days. The detailed agenda for each module will be created by Catapult and Client based on Client's priorities for Azure usage. a. Module 1: Azure Overview (including overview of Identity in Azure Active Directory) Module 2: Azure VM Module 3: Azure Networking 2. Deliver an Onboarding Accelerator for Azure - the Onboarding Accelerator is an engagement with Catapult and the Client to provide deployment or migration assistance pertaining to IaaS Azure Foundation. The following services are in scope for the Onboarding Accelerator: a. Setting Up the Microsoft Azure Site -to -Site VPN b. Extending On -Premises Active Directory to Microsoft Azure: (i) Provision a New Virtual Machine (ii) Install two Replica Domain Controllers in Microsoft Azure Virtual Network for High -Availability (HA) c. Automation introduction with PowerShell (optional) 3. Provision ADFS Servers and Web Application Proxy servers running as Azure VMs based on Catapult's Azure Foundation Framework (AFF) for Identity and Access Management. The complete set of AFF components is a seven server build pattern, as detailed below: November 2, 2016 Client Confidential p. 3 of 12 A'Catapult. Statement of Work City of Round Rock a. 2 x Active Directory Domain Controllers (ADDS) on Azure VMs (installed by Catapult during the Onboarding Accelerator) b. 2 x Active Directory Federation Service Servers (ADFS) on Azure VMs c. 2 x Web Application Proxy Servers (WAP) on Azure VMs d. 1 x Azure Active Directory Connect Server (AADC) (existing service/server deployed by Client) HTTP 1 LDAP 9a(acn.er ® • • WAP WAP ......... • ................... '.�.•... .._... ACIs • AD FS _ ADFS • ............................................ ........... .......... .lf,., .......... V DC OC • .:1. . • • < .. . ' �iY.ua! neriro:k ��pressRouce • 11111 1 ACLS Organization L LDC network 4. Create documentation that defines an adoption strategy, Azure services utilized, and an estimate of monthly consumption charges 5. Conduct a deliverables review meeting October 28, 2016 Client Confidential p. 4 of 12 o _ - R Catapult ' y Statement of Work ' 7 City0 f Round Rock 2.2 Client Participation The Client team will participate in this engagement as follows. 1. Coordinate Client resources and staff schedules 2. Review and approve engagement deliverables 3. Provide personnel knowledgeable in the current customer systems 4. Provide business user representatives or subject matter experts and resource scheduling 5. Provide access to systems and resources required to complete the scope of work 6. Complete and sign Proof of Execution documentation as required by Microsoft 2.3 Out of Scope Deliverables and activities that are not identified in this document are, by definition, out of scope unless accompanied by an approved Project Change Request. Some tasks required to successfully complete this project are considered out of scope or to have limited involvement by Catapult personnel. The following items should be considered with respect to the overall Client objective, but are not planned for this engagement. 1. The adoption strategy documentation will not contain estimates for performing the migration or implementation of services to Azure 2. The assessment session does not include any Production implementation tasks 2.4 Deliverables This engagement will produce the following deliverables: 1 Deliverable Kickoff meeting Description This meeting is to go over the existing system, review existing Azure offerings, and define goals of the assessment. 2 Education Three (3) workshops focused on the following topics: Workshops • Module 1: Azure Overview (4-6 hours) • Module 2: Azure VM (1-2 hours) • Module 3: Azure Networking (2 hours) 3 Azure Adoption This document will consist of: Strategy Document • Summary of Azure features discussed and demonstrated during the workshops • Captures of whiteboard sessions • Detailed description of resources deployed as part of the engagement • Roadmap for adopting the Microsoft Azure cloud October 28, 2016 Client Confidential p. 5 of 12 _CataUit �''7 Statement of Work City of Round Rock 4 Azure cost This document will outline the estimated associated monthly cost consumption for the proposed Azure services. document 5 Deliverable Review This meeting is to review the deliverables. meeting 2.5 Estimating Assumptions The overall scope and related work estimates for this engagement were developed based on the following assumptions. Material changes to these assumptions may impact the estimated effort, schedule and fees associated with completing the work. • It is required for successful completion of the Onboarding Accelerator for the Client to meet the following requirements: o Azure Subscription or trial Azure subscription is provisioned o Administrative Access to Active Directory o A private network address space of size /16 which is unique from any on -premises network address spaces, e.g. 10.0.0.0 /16 It is important to verify Client's VPN device has been validated to create and maintain a VPN against Azure. The list of devices are known to be compatible are located at: http://msdn.microsoft.com/ens/library/azure/ii156075.aspx • A healthy existing instance of Azure Active Directory Connect (AADC) Server is deployed in Client's on -premises network. • The scope, approach, and deliverables for this initiative are based on our current understanding of the work required to complete the objective. • Information provided in Client documents and statements used to develop this Statement of Work are assumed to be an accurate representation of the respective subject matter. • Client will provide Catapult Consultants with necessary permissions and credentials for accessing the client systems. • In accordance with the project schedule, the assigned Catapult resources will be engaged on a full-time basis and work will be completed on consecutive business / working days for the duration of this engagement. • Client key stakeholders will be readily accessible for key decision making throughout the course of the initiative. • The Catapult team may perform portions of the work either on site or off site, depending on the nature of each task. • Some work items will be more accurately defined during the engagement. Should we encounter a deviation from the total estimated schedule or effort, a change order will be presented for approval prior to commencement of the associated work. • Client understands the success of this project is dependent upon the participation of Client staff, third party vendors and equipment availability based on the procurement of October 28, 2016 Client Confidential p. 6 of 12 ��Catapult Statement of Work City of Round Rock hardware to facilitate project needs. Participation levels will be determined and communicated during the engagement. • The Catapult team assumes that the Client will have the proper facilities, space, and equipment to support the efforts of the project team. This will include all necessary hardware required for the installation and testing of each technology being designed. • The Catapult team will assist the Client in determining hardware and software requirements to fulfill the objectives of the project. Client will be responsible for purchasing all required equipment and software. • Client will review interim and final deliverables and report acceptance or discrepancy to the Catapult team within 3 days of submission of deliverables. • Client will assume responsibility for management of all non -Catapult Systems managed vendors. • Client will provide details of all relevant policies and standards which may have a bearing on the design, testing or implementation of any new technology. 3. Delivery Approach 3.1 Activity Plan The table below summarizes the work activities and effort estimates planned for the completion of this engagement. Based on our current work estimates and staffing approach, we expect a total duration of approximately 7-9 business days (50-71 hours). Educate: Workshop Microsoft Azure Overview 4-6h Microsoft Azure Virtual Machines (VMs) 1-2h Microsoft Azure Networking 2h Operate: Onboarding accelerator Setting Up the Microsoft Azure Site -to -Site VPN & Point -to -Site VPN 5-8h Setting Up the Microsoft Azure Point -to -Site VPN 5-8h Extending On -Premises Active Directory to Microsoft Azure 5-8h Optional: Automation introduction with PowerShell (optional) 4-6h Operate: ADFS/WAP provisioning October 28, 2016 Client Confidential p. 7 of 12 j 7 A'CC1tClPu It F` r +� € s Statement of Work City of Round Rock Provisioning Active Directory Federation Services 8-12h Servers Create internal load -balancer, DNS, and other 6h networking security requirements Provisioning Web Access Proxy Servers 8 —12h Deliverable Review 1 h 3.2 Staffing Key Catapult roles are described below. Azure Consultant 1 • Drive the Educational Workshops • Document the proposed Azure adoption strategy • Document the Azure cost consumption for the proposed adoption roadmap 3.3 Approving Deliverables The Catapult and Client teams will jointly execute a deliverable review process as defined in the diagram below. Catapult Team Client reviews presents the the deliverable Catapult revises Clientapproves 0. the deliverable deliverable to and provides deliverable. and re -submits. Client Team. feedback. Within3busbessdays Within 2 bushess days The effort estimates in this Statement of Work account for one iteration of the approval process shown here. If during the engagement Client requires more iterations of this process, the Catapult Delivery Manager will evaluate the related impact on budget and schedule and execute the change management process as appropriate. 3.4 Change Management Catapult will notify Client immediately if there is any material change in scope, schedule, or budget. Conversely, Client will notify Catapult immediately of any changes in scope or timeline. Any change to the scope will be managed using Catapult Project Change Management process. Under this process, either Catapult or Client may initiate a change request when some change or event has occurred that may impact the scope, schedule, or budget of the project. Once submitted, Catapult will respond with formal documentation that includes description of the change, effort to implement the change, and cost of the change. The effort and October 28, 2016 Client Confidential p. 8 of 12 0 Catapult Statement of Work �w> : City of Round Rock cost estimate will only be performed if Client has agreed in writing to any billable charges for this analysis. The change management process will provide Catapult and Client an understanding of the change and how it will impact the project in relation to duration and cost before the change is actually implemented. Either Catapult or Client may initiate a Change Request when some change or event has occurred that may impact the scope of the engagement. Catapult will prepare formal documentation that includes description of the change with estimated implementation effort and impact to schedule and budget. Client can choose to approve or deny the change request. Catapult will not proceed with work related to the change request until Client has issued formal approval. Some examples of events that can cause a Change Request include the following: • Change in Technical Scope — Client decides to include new functionality or capabilities not identified in the initial scope and related work estimates. • Change in Scope of Work—Client requests Catapult perform work activities or produce deliverables not originally assigned to the Catapult team. • Change in Approach — Material changes in the work approach due to circumstances outside the control of the engagement team (some examples include: Client team members not available as planned, delays in Client tasks or responsibilities, equipment not available as planned.). • Change in Schedule— Material changes in the schedule due to circumstances outside the control of the engagement team 4. Professional Service Fees Catapult Systems will provide consulting services on a Time and Materials basis with services being billed at an hourly rate of $170. Microsoft Corporation will be funding $7,000.00 of this engagement with Partner Investment Engine (PIE) funding. The difference between the PIE funds available and any remaining fees will be paid for by Client. Item Description Quantity Range Rate Pricing Range Hours Low Hours High Estimate Low Estimate High Azure Consultant 50 71 $170 $8,500.00 $12,070.00 Less Microsoft Business Investment Funds -$7,000.00 -$7,000.00 Project Total $1,500.00 $5,070.00 Catapult Systems will submit invoices for actual hours worked according to the Professional Services Agreement in effect between Catapult and Client. October 28, 2016 Client Confidential p. 9 of 12 A'Catapu It, T Statement of Work city of"Round Rock Catapult will schedule physical and personnel resources within 2-3 weeks of acceptance of this arrangement and PO award. By mutual agreement between CLIENT and Catapult, if this engagement requires travel by any Catapult employee, Catapult will submit the expenses (and applicable receipts) on an invoice payable by CLIENT. Travel expense reimbursement will be provided in accordance with DIR Contract No. DIR-SDD-2039 and as detailed below: Travel expense reimbursement may include personal vehicle mileage or commercial coach transportation, hotel accommodations, parking and meals. 1. All reimbursement rates shall not exceed the maximum rates established for state employees under the current State Travel Management Program (http://www.window.state.tx.us/procurement/prog/stmp/). 2. Travel time may not be included as part of the amounts payable by the CLIENT for any services rendered. Anticipated travel expenses must be pre -approved in writing by the CLIENT. Catapult Systems does not anticipate any travel for this engagement. If travel is required a Change Request will be submitted. 4.1 Microsoft Funding From time to time, Microsoft may run promotions to offer partner funding to cover eligible deployment, adoption or other activities. Please note the terms and conditions required of all Microsoft funding programs. 1. Microsoft policy requires that a Purchase Order must be issued by Microsoft to the partner for the funding amount prior to conducting any work on the applicable project, and has the right to reject any invoices if work started prior to the Purchase Order. If the Client chooses to begin deployment prior to Catapult obtaining the Purchase Order from Microsoft, the Client will be responsible for payment of services provided by Catapult at the T&M rate. In addition, the Client accepts the risk of nonpayment from Microsoft and will pay Catapult Systems for the balance if Microsoft does not provide funding. 2. If Client chooses to wait for the Microsoft Purchase Order, Catapult will apply the secured funding as a credit to Client for this SOW. 3. All funding programs have specific requirements, including proof of execution, to obtain funding after a purchase order has been issued. POE is determined by Microsoft and is subject to change at any time. Client agrees to complete and sign a Proof of Execution (POE) document within allocated timeframe. If client does not meet these requirements by the expiration date of the purchase order, Client will be responsible for all services performed by Catapult Systems and any difference in funding towards this SOW will be paid by Client. 4. Once the POE is complete, Catapult Systems is responsible for submitting the funding invoice to Microsoft. The Microsoft funds will be applied as a credit to the Client for this SOW. If funding is not received or invoice is rejected, Client agrees to pay for the Microsoft funded amount. S. PROGRAM SPECIFIC TERMS: October 28, 2016 Client Confidential p. 10 of 12 Catapult Statement of Work�. City of Round Rock In order to help facilitate the customer's transition to Azure, Microsoft is running the Azure Everywhere Workshop and Assessment promotion which provides to -partner funding to cover workshop and assessment facilitation costs of $5,000 for the Azure Onboarding Accelerator workshop and $2,000 for the Azure Assessment. Catapult Systems will request this funding on behalf of the customer. Once funding is approved, Microsoft must create and deliver a Purchase Order for the funding amount. The project cannot begin until Microsoft has issued a Purchase Order to Catapult Systems for the funding amount, or else the purchase order will be voided. Once the purchase order is issued, the workshop and assessment must be completed within 30 days. In order to obtain payment on these funds, the Client must: Complete participation in the Azure Assessment and/or workshop. Sign the Proof of Execution form acknowledging completion of the workshop and/or assessment. • Complete a Consumption Plan Once the project and POE are complete, Catapult Systems is responsible for submitting the funding invoice and POE to Microsoft. The Microsoft funds will be applied as a credit to the customer for this SOW. If customer does not meet requirements identified above for payment funds, the customer agrees to pay Catapult for the balance of fees. 5. Terms and Conditions: This SOW is subject to the terms and conditions of the Department of Information Resources Contract DIR-SDD-2039. • Capitalized terms not defined in this SOW shall have the meaning ascribed to them in the Agreement. • To the extent that there is any conflict between this SOW and the P0, this SOW shall prevail. If signature is not obtained within 90 days of the date the SOW was sent to the CLIENT the pricing and terms of this SOW may be subject to change. The term of this SOW is effective beginning upon full execution. Staffing for the project can take between 2 and 3 weeks depending on staff availability. We will schedule the physical and personnel resources as soon as we have received acceptance of this arrangement. The term of this SOW is effective beginning upon execution and continues through completion of the engagement. October 28, 2016 Client Confidential p. 11 of 12 Catapult Sto tement of Work - City of RoundRock 6. Acceptance CATAPULT SYSTEMS, LLC. -CLIENT NAME SIGNATURE r SIGNATURE PRINTED NAME PRINTED NAME Jim Booth LAU ?At" TITLE TITLE General Manager / _ j W DATE DATE t � q - L Please acknowledge acceptance of this with signature above. Please return the signed document to: Misty Rodriguez Senior Account Executive, Catapult Systems 512.605.39211 Direct 310.413.75451 Cell Misty.Rodriguez@cataPultsystems.com 1221 South MoPac Expressway Three Barton Skyway, Ste. 350 Austin, TX 78746 October 28, 2016 Client Confidential p. 12 of 12 City of Round Rock IOUND ROCK XAS Agenda Item Summary Agenda Number: Title: Consider authorizing a Statement of Work from Catapult Systems for delivery of a pilot project utilizing Azure Cloud Services. Type: City Manager Item Governing Body: City Manager Approval Agenda Date: 11/4/2016 Dept Director: Heath Douglas, IT Director Cost: $5,070.00 Indexes: Attachments: Azure Anywhere Statement of Work, LAF - Azure Anywhere Department: Information Technology Text of Legislative File CM -2016-1226 Consider authorizing a Statement of Work from Catapult Systems for delivery of a pilot project utilizing Azure Cloud Services. This agreement with Catapult systems is a Statement of Work to provide a series of educational workshops resulting in the delivery of a proof of concept project to migrate Active Directory Domain Controllers and Federated Services from on -premises City of Round Rock servers to the Microsoft Azure Cloud Infrastructure. The Statement of Work also includes documentation on Microsoft Azure adoption strategies and cost consumption. The purpose of this project is to expose City of Round Rock IT staff to Microsoft Azure Cloud technologies and leverage Catapult Systems subject matter experts through a low-cost promotion through Microsoft. $5070.00 10015000-5216 Staff recommends Approval City of Round Rock Page 1 Printed on 111412016