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HomeMy WebLinkAbout532919 CORNERSTONE ONDEMAND INC - CONTRACT - RFP - 7523 INTEGRATED TALENT MANAGEMENT SYSTEMCornerstone OnDemand – ORDER Client Name (“Client”): City of Fort Collins Order Effective Date: [Date of last signature below] \ds3\ Master Agreement Effective Date: 12/23/2013 Is a new purchase order required for this purchase? (“No,” unless box is checked) ☐ Yes: PO# This Order is hereby incorporated into and made part of the Master Agreement (sometimes referred to as the Cloud Subscription Agreement or License and Services Agreement or similar name) by and between Client and Cornerstone OnDemand (the “Agreement”). Capitalized terms used, but not otherwise defined, herein shall have the same meanings assigned to those terms in the Agreement. If the term of the Agreement is set to expire prior to an End Date, the term of the Agreement is hereby extended through the applicable End Date for the purposes of this Order. Product Name Start Date End Date Quantity Annual Fee(s) Performance 8/3/2016 8/2/2017 2,700 $51,975.00 Performance (Year 2) 8/3/2017 8/2/2018 2,700 $51,975.00 Performance (Year 3) 8/3/2018 12/22/2018 2,700 $20,119.52 HRSG Core Bundle & Content Services Package 8/3/2016 8/2/2017 0 $0.00 HRSG Core Bundle & Content Services Package (Year 2) 8/3/2017 8/2/2018 0 $0.00 HRSG Core Bundle & Content Services Package (Year 3) 8/3/2018 12/22/2018 0 $0.00 YEAR 1 SUBTOTAL: $51,975.00 YEAR 2 SUBTOTAL: $51,975.00 YEAR 3 SUBTOTAL: $20,119.52 One Time Fee(s) Services (see attached Statement of Work) $50,000.00 FIRST YEAR GRAND TOTAL: $101,975.00 Annual fees are invoiced annually, beginning on the Order Start Date, through the Order End Date. If applicable, the final invoice for annual fees (except for eLearning content) will be prorated as follows: (total number of days in the prorated period / 365) x annual fee. Annual fees are invoiced in full on the respective Start Dates. One-time fees are invoiced on the Order Effective Date. See http://www.cornerstoneondemand.com/support for detailed support descriptions. Support package selected above applies to all subsequent Orders except where otherwise stated. Notwithstanding the foregoing, Year 1 fees shall be invoiced and payable as follows: PAYMENT SCHEDULE Invoice Date Amount Description Order Effective Date $76,975 All Year 1 fees, excepting 50% of Implementation Services fees. Order Effective Date (due earlier of (i) completion of UAT or (ii) net 120) $25,000 Remaining 50% of Implementation Services fees. *Should Cornerstone delay, the net due date will be extended by one day (up to 30 days). Agreed and accepted: Client Cornerstone OnDemand DocuSign Envelope ID: 476F460E-C92B-4070-B492-56A4EC6BCB27 August 10, 2016 Signature: \si2\ Signature: \si3\ Name: \na2\ Name: \na3\ Title: \ti2\ Title: \ti3\ Date: \ds2\ Date: \ds3\ \si1\ \si4\ DocuSign Envelope ID: 476F460E-C92B-4070-B492-56A4EC6BCB27 August 9, 2016 Director of Purchasing Gerry Paul AVP - Sales Enablement Paul Broughton August 10, 2016 Products not expressly listed in the above table of purchased products, including without limitation the following products, are not included as part of this Order.  Cornerstone Recruiting  Campus Recruiting  Cornerstone Onboarding  Cornerstone Performance  Cornerstone Compensation  Cornerstone Succession  Cornerstone Connect  Cornerstone Learning  Certifications  Competencies  Cornerstone Extended Enterprise  eCommerce  Certifications  Competencies  Cornerstone for Salesforce  Course Publisher  Content Delivery  Content (Core, Gold, Gold Plus, Platinum Plus, other)  Additional Language Packs  Data Load Wizard  Web Services DocuSign Envelope ID: 476F460E-C92B-4070-B492-56A4EC6BCB27 STATEMENT OF WORK 1,2,3, LIVE! IMPLEMENTATION SCOPE OF SERVICES AND DELIVERABLES Cornerstone 1,2,3, LIVE! Implementation Services and Estimated Timeline The Cornerstone 1,2,3, LIVE! Implementation is a 3 Phase approach. This is an accelerated implementation method with controlled scope and intended for clients committed to a standardized Learning management business processes. Phase Cornerstone Deliverables Client Deliverables Initiate and Discovery ( pre-work) Phase One Schedule and lead calls:  Kick Off Call o Review 1,2,3, LIVE! Learning process, implementation expectations, project parameters and required pre-work including: selecting team members, user acceptance test dates, scheduled go-live date  Client Discovery Call o Review client process and samples of current client documents  Organizational Unit (OU) and User Data Call o Review OU and User Data templates  Boot Camp Readiness Check-In o Review requirements for Week 2 boot camp o Determine client readiness and determine go or no go for boot camp session attendance Tasks and Deliverables include:  Create Client Portals (Live, Pilot, Stage)  Configure portal based on submitted Welcome Kit  Provide template for OU and User Data  Review Discovery Questionnaire Guide and samples of current client documents *Note: client must have a fully implemented/active account with vendor prior to implementation Phase One Attend calls:  Kick Off Call  Client Discovery Call  Organizational Unit and User Data Call  Boot Camp Readiness Check-in Tasks and Deliverables include:  Assemble project team knowledgeable of Client’s internal Learning Management processes and empowered to make real time decision  Completion of the following activities: o Identify and provide the list of participants for Boot Camp o Submit Welcome Kit and provide client account settings, preferences, and logo o Submit Discovery Questionnaire Guide and samples of current client documents o Submit Organizational Unit and User Data in delivered template and required format  Items marked as required in the training plan must be completed prior to the start of Week 2 boot camp. Required for Client to finalize / bring to Week 2 Boot Camp for configuration sessions:  Corporate, Divisional and Departmental Goals for Phase Cornerstone Deliverables Client Deliverables Remote User Acceptance Testing and Prepare for Go Live Phase Three Tasks and Deliverables include:  Provide twice daily phone support, if needed  Morning call to align day’s activities  Afternoon call to discuss any questions, resolve any issues and provide any additional guidance  Calls will also include support for UAT and scripts  Ongoing validation of Live portal data  Provide guidance for ongoing project communication, client training and system launch  Review final demonstration  Portal is configured and project complete  Project sign off is complete and ready to Go-Live Phase Three Tasks and Deliverables include:  Participate in twice daily phone support, if needed  Morning call to align day’s activities  Afternoon call to discuss any questions, resolve any issues and provide any additional guidance  Continued execution of UAT and scripts  Execute and provide continuous project communication and system launch timeline to key stakeholders  Final system demonstration  Complete change management activities  Portal is configured and project complete  Project sign off is complete and ready to Go-Live DocuSign Envelope ID: 476F460E-C92B-4070-B492-56A4EC6BCB27 TECHNICAL PROJECTS AND EDUCATIONAL SERVICES SCOPE Historical Data Load – Performance (HDLP) Brief Summary Migration of legacy system data to the Cornerstone portal. Migrated data includes the following data types:  Review scores, including up to three (3) years’ worth of overall performance review scores  Review documents, including up to three (3) years’ worth of performance PDF documents  Goals library  Previous year’s user goals  Competency library and models Tasks  Cornerstone: Provide Client with the Cornerstone standard data design document template  Cornerstone: Lead Client in data loading workshops to review data load process and support the functional decisions of Client  Cornerstone: Create data design document for Client  Client: Sign off on data design document  Client: Prepare files for loading by Cornerstone integration consultant  Cornerstone: Load files into the pilot portal  Client: Review and correct any errors detected in the upload process  Cornerstone: Reload corrected files as necessary in pilot portal (up to three (3) iterations per data type)  Client: Review and approve data loaded to pilot portal  Cornerstone: Load data on live portal Assumptions  Utilize Cornerstone standard data design document template for all data types  All data loads reference User data by a unique identifier  Client is responsible for uniquely identifying records across all data types  Client has skilled software resources that can extract legacy data from source systems  Client has the ability to transform data to the format(s) defined by Client-approved data design document  Client will perform all data file consolidations necessary by data type defined above  Maximum of three (3) iterations of loads by data type for purpose of correcting errors; any additional iteration may require a change request document  Client acknowledges that once the design document is approved, any changes or modifications to the work, scope, or the feed will require a change request document. Change requests are reviewed and could result in additional charges to Client  Any changes following Client sign-off will require a work order or SOW submission DocuSign Envelope ID: 476F460E-C92B-4070-B492-56A4EC6BCB27 TIMELINE AND DELIVERY The 1,2,3, LIVE! Implementation project(s) are Client and Cornerstone directed and therefore, the total duration will be dependent, in part, on the Client’s preparation, resource commitment, executive sponsorship, and decision process. The parties agree to initiate the project within two weeks of the Order Effective Date. The 1,2,3, LIVE! Implementation project is scoped and expected to be complete within a 3 week period with weeks 1 and 3 conducted remotely and week 2 conducted at Client location. Project Components Investments Implementation Services $45,000.00 Performance Implementation - 1,2,3 Live! Client Onsite SVCSIMP0123 included Technical Services $5,000.00 Performance Historical Data Load (PHDL) SVCSTEC0102 included Total Service Investment $50,000.00 As Cornerstone OnDemand schedules a dedicated consultant for each Client’s Bootcamp, Cornerstone requires 7 day advanced notice for all requests to cancel or postpone a scheduled Bootcamp. A $7,500 USD reschedule fee shall apply to all Client’s not complying with the 7 day advance notice The end of the Implementation project will be defined as the completion of the Cornerstone Deliverables as outlined under the Scope of Services and Deliverables sections of this document. Acceptance of Deliverables will be in accordance with the Agreement. Assumptions/Client Obligations In order for Cornerstone to provide the Services outlined in this Statement of Work, Client shall provide the resources reasonably necessary to scope the implementation, and fulfill the obligations listed below.  Select and assign knowledgeable, empowered Implementation team including the following roles, which may overlap: o Business Process Owner for Learning Management System (aka, the “Decision Maker”) o Lead Cornerstone System Administrator o Project Manager of the Cornerstone implementation o HRIS Technical Administrator (Optional, depending on data requirements and extraction capabilities) o Executive Stakeholder (Optional)  Complete all pre–work tasks and training prior to team travel to Client for week 2 phase.  Empower team to make real-time decisions regarding configuration and business process functions during week 2 phase  Formally accept (sign-off) all key deliverables and implementation services per the Agreement.  Phase 3 will take place within 1 week of the week 2 boot camp.  The end of the implementation project is tied solely to the acceptance by Client of those deliverables for which Cornerstone is responsible.  Manage project status and ensure completion of Client project deliverables.  Provide a primary point of contact for Cornerstone after the implementation.  Ensure proper communication to end-users during implementation in preparation for rollout.  Manage change management and on-going communication of solution to all end users.  The project will be conducted both onsite and remotely. All travel related expenses for on-site activities are the responsibility of the Client.  Cornerstone and Client agree that changes to key members of implementation team or significant changes in business requirements or decisions, in each case by Client, that cause delays in the project timeline may require a change order to this Statement of Work documenting such changes and the pricing impact, if any, to the original project scope.  Except where otherwise stated or agreed by the parties, Cornerstone’s obligation to perform the Services set forth herein expires at the earlier of: (i) acceptance of the Service by Client; (ii) Twelve months from the purchase date. DocuSign Envelope ID: 476F460E-C92B-4070-B492-56A4EC6BCB27 project  Performance Review Forms  Competency Models and Forms  Development Plan Templates  Corporate, Divisional and Departmental Goals for project  Organization unit and User Data (if not in a previous implementation) Design (Cornerstone onsite at client) Phase Two Tasks and Deliverables include:  Review Welcome Kit configurations, preferences, OUs, user data and security access roles  Review and guide client through application practice scenarios  Review and advise client on configuration and set up for: o Goals o Competencies o Performance Reviews o Development Plans o Emails and custom reports  Review and User Acceptance Testing (UAT) presentation  Provide UAT scripts for: o Completing a Performance Review o Creating/Assisting/Updating Goals o Creating/Assisting/Updating Development Plans  Review change management presentation Phase Two Tasks and Deliverables include:  Review Welcome Kit configurations, preferences, OUs, user data and security access roles  Client completes application practice scenarios  Items for Client to build / test during configuration sessions: o Goals o Competencies o Performance Reviews o Development Plans o Emails and custom reports  Client reviews UAT presentation and scripts  Performance portal set-up to key stakeholders (if required)  Client review change management presentation  Client is responsible for all change management activities DocuSign Envelope ID: 476F460E-C92B-4070-B492-56A4EC6BCB27