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HomeMy WebLinkAbout130757 DLT SOLUTIONS INC - CONTRACT - PURCHASE ORDER - 9117581©2007 Quest Software, Inc. Pages 1 of 8 Description of Services DESCRIPTION OF SERVICES BETWEEN CITY OF FORT COLLINS And QUEST SOFTWARE, INC. 5 Polaris Way, Aliso Viejo, CA 92656 Document Summary Quote#: TBD PO#: TBD Primary Account Manager: Kevin Piper Customer Solutions Manager: Chris Ostler Region: 125 - US Federal DOS Reference#: CFC QMMEX DOS 20111222 CCO Revision History Date Version Author Description 12/22/2011 1 C Ostler Document creation Special Instructions ©2007 Quest Software, Inc. Pages 2 of 8 Description of Services 1 Overview Introduction to the Description of Services Document: This Description of Services (“DOS”) describes services to be performed for CITY OF FORT COLLINS (“Customer”) and represents an estimate of the number of hours and/or days required to complete the Activities outlined herein (the “Activities”). Any additional services will require another Purchase Order. How the DOS will be used This DOS documents Quest recommendations and estimates to assist Customer with implementation, configuration, and training for the following Quest software products (the “Software”).  Quest Migration Manager for Exchange The Engagement The Engagement is defined as a scheduled block of consecutive days, typically Monday through Thursday or Tuesday through Friday, not including travel days. The Engagement Start Date is defined as the first day of on-site Activities performed during the Engagement. Quest Roles The Quest resources that will be involved in the project shall include an Engagement Manager and Technical Consultant. The Engagement Manager will assist with the project planning and project management activities. The Technical Consultant will perform the majority of the on-site installation and implementation activities. With Customer’s approval, Quest may also send a consultant-in-training, free of charge, for observation or training purposes. ©2007 Quest Software, Inc. Pages 3 of 8 Description of Services 2 Environment Solution Approach Given the dynamic nature of Migrations, Quest has created a cost effective software and services solution that will shorten the migration timeline and have minimal, if any, impact on the user community. Quest’s approach to staffing a migration project is fundamentally different than a classical consulting organization. On our migration projects we employ subject matter experts that have been involved with migrating tens of thousands of objects. This approach allows us to utilize fewer resources, with very deep subject matter expertise and provide our customers a cost effect solution in a timely manner. Environmental Requirements  Customer must meet the supported platforms and software requirements as outlined in the Software documentation. The Software documentation is available at http://support.quest.com ©2007 Quest Software, Inc. Pages 4 of 8 Description of Services 3 Activities Project Initiation Quest will host a project initiation meeting, to introduce the key project members for the Customer and Quest. This meeting will review and validate the engagement objectives, deliverables, and assumptions. The objective of this meeting is to ensure that both Quest and the Customer have a clear understanding and agreement of the engagement details. Current State The City’s Exchange environment is currently hosted and consists of Exchange 2007, 2003 MAPI clients, hosted Blackberry Enterprise Server, Outlook Web Access, Ironmail for Spam management, and a private network between the host and City of Fort Collins. The current email has:  Mailboxes (linked accounts) =~ 1600  Resources (room, equipment and user) =~ 150  Distribution Groups =~ 180  Mail Contacts =~ 30  Outlook Profile o Desktops/laptops running Outlook 2003 =~ 1800 o Windows XP client platform  Mobile Device Profile o Blackberry devices =~ 450 End State The end state of this project is the Exchange environment will is onsite, and will consist of Exchange 2010 on a Windows 2008 R2 platform, Outlook Web Access, Ironport appliance for Spam management. Current Environment Review & Kickoff Quest will perform an assessment of the current environment to include both the current business needs and the desired technology. Project Review. Quest and the Customer will review the following information:  Project Vision  Project Scope  Project Goals  Project Deadlines  List of other ongoing or planned projects that may affect the migration or be impacted by migration. Messaging Infrastructure Review and Planning  Review of Source and Target infrastructure ©2007 Quest Software, Inc. Pages 5 of 8 Description of Services Directory Services and Architecture Review. Quest will work with the appropriate Customer representatives to review the following Directory Service components:  Active Directory  Active Directory supporting Exchange  Other NOS Directory Services  Application Directory Services  Enterprise Directory Services  Meta Directory Services (if any)  DNS and WINS QMM EX Deployment Review. Quest will assess the current installation and the mailboxes that have been migrated. The review will include, but is not limited to: Coexistence/Integration Planning  Options  Co‐existence  Tools  Best practices  Directory integration  Messaging interoperability  Resource access Migration Tool Specifics  Exchange Migration configuration considerations  Migration of  Users  Data Deployment Planning  Evaluate alternatives  Identify best method for different user types  Plan for protecting user and server data  Identify roll‐back/contingency plans for each deployment methodology  Disaster Recovery Planning Pilot Migration. Following the completion of the QMM assessment and any configuration changes, the migration team will migrate a selected set of users in the production environment (the pilot group of users is limited to 50 or less mailboxes). Typically the selected users will represent a sampling of the different types of users within the organization.  Identify pilot users  Pilot migration ©2007 Quest Software, Inc. Pages 6 of 8 Description of Services  Process refinement and configuration changes, if required Production Migration. Following the completion of the pilot migrations the mailboxes will be migrated according to the migration plan. Operations  Help Desk interaction specific to enterprise migrations Operations  Tuning in Production  Help Desk interaction  Retention policies Knowledge Transfer  Day‐to‐day Operations Support and Maintenance  Contacting Quest Customer Support Next Steps / Project Closure The Customer and Quest will complete a project closure meeting to discuss the overall migration project, recommended next steps, and any outstanding or desired activities ©2007 Quest Software, Inc. Pages 7 of 8 Description of Services 4 Customer Information The Customer site at which Activities will be performed is: Company City of Fort Collins – Information Technology Services Address 215 N. Mason City, State, Zip Ft. Collins, CO 80524 Contact John Husted Phone 970.221.6207 E-mail JHUSTED@fcgov.com Invoices will be sent to: Company DLT Solutions Inc. Address 13861 Sunrise Valley Drive, Suite 400 City, State, Zip Herndon, VA 20171 Contact Alison Alder Phone 800.262.4DLT (4358) FAX (866) 708‐7064 E-mail *Note - All logistical correspondence associated with this project offering shall be made with the individual named in the “Site Information” box above. This contact shall be a Customer authorized representative. 5 Estimated Hours Migration Planning through Pilot Migration Estimated Hours* 100 8 108 Project Manager Resource Type Total Estimated Hours Consultant * This represents an estimate of the number of hours necessary to complete the Activities. The actual number of hours may vary. Any additional Services will require a separate PO and DOS. Upon execution of this DOS the parties will create a projected schedule based upon Customer’s requirements and the availability of Quest personnel. Customer and Quest shall use commercially reasonable efforts to meet the projected schedule. 6 Assumptions & Customer Obligations Project Assumptions: All implementation issues will be formally tracked and managed and all issues impacting the program or projects will be submitted through an issue resolution process. The Customer will ensure all resources are available for this engagement, most importantly available for meetings during the assessment. Quest recommends having the key individuals who will be responsible for the deployment and support of this solution in the production environment. At a minimum, Quest recommends having representatives from the following areas:  Security  Internal Audit / Compliance  Operations  Messaging Administrators  Helpdesk support team ©2007 Quest Software, Inc. Pages 8 of 8 Description of Services The Customer has an isolated lab environment for the purposes of testing and validating the solution. The isolated lab will also be used to deliver the product training. Exclusions: Areas of consideration that are not included in the time estimated for this project. Should it be determined that any of these items will affect the delivery of the project it will be brought to the client’s attention as soon as possible.  Active Directory Architecture  Application Remediation Dependencies: The successful completion of this engagement is dependent upon the following: The Customer must identify and clear all security aspects for the resources prior to the contract commencement. The Customer will commit the appropriate resources to provide Quest with the assistance required to complete the Activities identified. The Customer will provide Quest consultants with adequate and appropriate accommodations at Customer’s site as well as access to the Customer’s data as may be required to complete the activities. The Customer will provide project team members with suitable business expertise, technical expertise, and decision-making authority to ensure efficient project progress. Work Week: Customer agrees that Quest consultant may work four 10-hour days, or some other combination of hours/days, to total a 40 hour work week. All on-site work in a week must be performed in consecutive days. Activity Reporting and Course Evaluation Forms: Customer will be provided with a weekly time and activity report from the on-site consultant, and a course evaluation form from the on-site trainer (if applicable). Customer agrees to sign the weekly time and activity report prior to the departure of the on-site consultant and to sign the course evaluation form prior to the departure of the on-site trainer, as applicable. Expected Time Off: At times, consultants will not be available to deliver services. This may be due to internal training, holidays, vacations etc. Quest will make a reasonable effort to give Customer at least two weeks notice prior to any work disruption. Resource Assignment: Customer understands and accepts that Quest may augment its professional services staff with qualified consultants provided by a certified channel partner or certified subcontractor of Quest. Quest services delivery usually occurs approximately 6 weeks after the date of Customer signature. Quest allocates resources after paperwork has been approved, signed and faxed back to Quest. At that time only, Quest will confirm a resource to deliver the Activities outlined in this DOS.