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HomeMy WebLinkAboutAddendum - 1AMENDMENT NO. 1 TO AGREEMENT FOR ERP SOFTWARE IMPLEMENTATION PROJECT MANAGEMENT SERVICES THIS AMENDMENT, dated for reference purposes only as May 07, 2025, is by and between the City of Renton (the “City”), a Washington municipal corporation, and SoftResources, L.L.C. (“Consultant”), a Washington LLC. The City and the Consultant are referred to collectively in this Amendment as the “Parties.” Once fully executed by the Parties, this Amendment is effective as of the last date signed by both parties. Whereas, the City engaged the services of the Consultant under Agreement CAG-23-429, dated November 06, 2023, to provide necessary services for the implementation of new ERP software project (referred to herein as the “Agreement”); Whereas, the Parties wish to amend the Agreement to changethe time for performance, inorder to accommodate unforeseen circumstances affecting project timeline. NOW THEREFORE, it is mutually agreed upon that CAG-23-429 is amended as follows: 1.Time of Performance:Section 3, Time of Performance, is amended to read, “Consultant shall commence performance of the Agreement pursuant to the schedule(s) set forth in Exhibit A. All work shall be performed by no later than June 30, 2027.” 2.All terms of the Agreement not explicitly modified herein shall remain in full force and effect and such terms shall apply to Work performed according to this Amendment as if fully set forth herein. CAG-23-429, Adden #1-25 PAGE 2 OF 2 IN WITNESS WHEREOF, the Parties have voluntarily entered into this Amendment as of the date last signed by the Parties below. CITY OF RENTON By:_____________________________ CONSULTANT By:____________________________ Armondo Pavone Mayor Elaine Watson Principal _____________________________ Date _____________________________ Date Attest _____________________________ Jason A. Seth City Clerk Approved as to Legal Form By: __________________________ Shane Moloney Renton City Attorney Contract Template Updated 06/17/2021 5/21/2025 Approved by Shane Moloney via email 5/7/2025 Proposal for City of Renton, Washington ERP Software Implementation Project Management Services September 1, 2023 Submitted by SoftResources LLC Elaine Watson, Principal 425.216.4030 ewatson@softresources.com Exhibit A SoftResources LLC 11411 NE 124th Street, Suite 270 Kirkland, WA 98034 SoftResources LLC |Page 2 September 1, 2023 Kristin Trivelas Melissa Crawford Melissa Melloy 1055 S. Grady Way, 5th Floor Renton, WA 98056 SoftResources is pleased to present this proposal to the City of Renton, Washington (City) to provide ERP Implementation Project Management services including Financials and Human Capital Management modules. Workplan The Project Management services provided by SoftResources are focused on acting as a highly for all phases of the implementation including implementation planning, implementation execution, post implementation activities, and project close out. Our goal is to ensure a project that delivers quality, is on time, on budget, and within scope. We will work in collaboration with the City and the selected vendor to facilitate project success. The types of implementation project management services SoftResources can provide are detailed in the following table. This list is not intended to be all encompassing and we will flex our services to support the City with the project. Implementation Project Management Services Implementation Services Overview SoftResources can support the City with the implementation of ERP software. Based on our experience the services we provide will vary throughout the various phases of implementation and we are prepared to support the project in this manner. The implementation services should support the following basic pillars: Plan and monitor project progress. Vendor management and liaison. Manage project time, scope, quality, and budget. Extension and augmentation to the City implementation team. Tasks Description a. Project Plan and Timeline assigns responsibilities, dates, milestones, and deliverables. Ensure all tasks required for the project for all parties are included in this Plan with start and end dates and resource assignments. Monitor progress of the project with a vision towards completed, current, and future tasks. Proposal for City of Renton Implementation Project Management Services ERP Software SoftResources LLC |Page 3 Implementation Project Management Services b.Task Management Participate in the coordination and oversight of task management ensuring adherence to the project plan and timeline. Ensure staff are updated to current and upcoming tasks and understand the tasks as outlined in the project plan. c.Change Orders Review project change orders initiated by the vendor to ensure they are in line with expectations. Ensure the change orders include the proper documentation and justification for any additional services or software required beyond the original contract. d.Project Team Status Meetings Coordinate, schedule and participate in implementation planning meetings with the client project team and the vendor implementation team. The meetings are used to review the status of the project as well as upcoming tasks and deliverables. Meetings are typically held weekly although ad hoc meetings may also be scheduled. e.Vendor Status Meeting Participate in regular status meetings with client and the selected vendor. Status meetings should discuss the current state of the project and include a review of completed tasks, current tasks, future tasks, issues, risks, client and vendor resources, budget vs. actual reporting, and other planning activities based on the current stage of the implementation. These meetings are typically held weekly although ad hoc meetings may also be scheduled. f. Executive Sponsor Liaison Participate in the required communication to keep client executive sponsor apprised of project status. This typically is in conjunction with g.Communications Plan Communication is a critical requirement for a successful implementation project. During implementation planning the vendor should develop a Communication Plan that defines the elements of communication for the project. This Plan outlines the who, what, where, when, and how of communication across the organization. meets the needs of the City. h. Organizational Change Management Identify the possible change management issues the project may face and develop a change management plan to address them. i. Risk Management Plan A Risk Management Plan defines the potential risks for the project, assigns a risk owner, and outlines the Plan to address the risk should it arise. The vendor typically creates this Plan as part of project initiation. Proposal for City of Renton Implementation Project Management Services ERP Software SoftResources LLC |Page 4 Implementation Project Management Services The Risk Management Plan will include all risks for the project including but not limited to the solution, unsatisfied requirements, security, project resourcing, budget, etc. Optionally SoftResources can create a Risk Management Plan according to client preferences and direction. j.Discovery This is normally the first phase of a software implementation. During the discovery process, the selected vendor will provide training on the software and review of the best practices and functionality it can provide. The sessions will be used to review the current environment for financial accounting across the organization. SoftResources can participate in these sessions and act as an objective guide to the information provided and the decisions made. k.Design and Configuration At completion of Discovery Sessions the vendor will provide a recommendation for the design of the system that created as part of the pre-discovery process with the City. The Design phase also includes the plan for interfaces or integration, data conversion, cutover plan, forms development, report development, testing plan test scripts, roles definitions, user administration. SoftResources can support through the review of the design document and review of the configuration completed to provide an objective view. l. Business Process Improvements Implementing new software offers unique opportunities for business process improvements. The new system likely offers enhanced functionality compared to the legacy system. SoftResources will work with your team and the vendor to optimize business processes and leverage the new sol m. Data Conversion We can assist with the review or development of a Data Conversion Plan. The Plan will include identification of data to be converted, an approach to extraction of data from legacy systems, how data will be imported to the new software, how to test the converted data and overall timing for the process. SoftResources can help with monitoring the data conversion process to ensure tasks are completed as defined, data is validated, and signoff is achieved. n. Integration Plan An Integration Plan that defines the required integrations to remaining business solutions is a critical part of the implementation. The Plan defines the who, what, when, where, and how of data integration. SoftResources has extensive experience working with integrations, including helping to decide when to build (or not build) them. o. Training Plan SoftResources can assist with the development of a Training Plan that defines the who, what, when, where, and how of training. That is who needs to be trained, what do they need to be trained on, what materials Proposal for City of Renton Implementation Project Management Services ERP Software SoftResources LLC |Page 5 Implementation Project Management Services are required for training, when do they need to be trained, where will they be trained, and how will they be trained. p.Testing Plan Assist with the development of a Testing Plan for all stages of the implementation including unit, integration, conversion, interfaces, forms and reports, workflow, and roles. The Testing Plan will include tasks such as development of test scripts, assistance with documentation of testing results, and identification of configuration adjustments required. q.Post-Go-Live Planning Participate in the review of tasks or activities that need to be completed after go-live or the move to production status. Create a post-go-live document that defines the tasks, assigns responsibilities, and establishes a timeline for completion. r.Go-Live and Cutover Plan Services can include development of a cutover strategy, go-live checklist, readiness assessment, quality review, definition of critical-success- factors, final data conversion, system cutover, rollback plan, and future phase planning. s. Closeout Administer project closeout including review of the project plan to ensure all tasks are complete Review the cutover strategy to be used by client to ensure all steps have been properly executed Scope Control If there are services performed at the City request, which are outside of those listed in the Work Plan section of this proposal, an amendment to this proposal or a new letter of understanding will be drafted for the City approval before the services are performed. Fees and Billing To provide flexibility for the services requested by the City, SoftResources provides implementation project management services as requested and required by our clients. Fees are billed monthly for services provided at a rate of $200 per hour. Mileage for on-site services will be billed monthly as incurred. The following table provides not to exceed amounts for services and travel. We will monitor the budget on a monthly basis to ensure we remain within the parameters defined. We have assumed a total timeline of 18 months. SoftResources will flex our services to meet the specific needs of the City and understand the time and travel required may be adjusted throughout the project. There are no minimums required for consulting services. Proposal for City of Renton Implementation Project Management Services ERP Software SoftResources LLC |Page 6 Assumption Rate Total Not to Exceed $ Services 18 Months Average 45 Hours Per Month 810 Hours $ 162,000.00 Travel 12 Trips $40 Per Trip --$ 480.00 Staffing SoftResources will assign Project Management resources to this project. The Project Manager assigned will be Elaine Watson or Pamela Ettien to ensure continuity for the Cit s project. Confirmation For your convenience in confirming this agreement we have enclosed an acceptance page for your signature. Please sign and email the entire Engagement Letter as a PDF to ewatson@softresources.com. Elaine Watson, Principal SoftResources LLC Proposal for City of Renton Implementation Project Management Services ERP Software SoftResources LLC |Page 7 Proposal Acceptance To:Elaine Watson SoftResources LLC ewatson@softresources.com From:Krist n Trivelas Fiscal Services Director City of Renton The SoftResources Proposal for Implementation Project Management Services dated September 1, 2023 is accepted. City of Renton SoftResources LLC Signature Name Title Date