to...Jun 03, 2020 · Ellis Shockley, Data Processing Tyler Small, Administration Uchenna Youngblood, BCC IT Kyle Kolopanis, Purchasing Marsha Shaffer, Purchasing Eric Armstrong,

451 West Third Street• P.O. Box 972 • Dayton, Ohio 45422 937-225-4318 • Fax: 937-496-3341 • mcauditor.org

June 3, 2020

Brandon McClain, Chair Automatic Data Processing Board 451 West Third Street Dayton, OH 45422

Dear Mr. McClain:

An Automatic Data Processing Board meeting has been scheduled for Wednesday,

June 10, 2020 at 09:00 a.m. through ZOOM. The agenda will be as follows with supporting documentation attached.

1. Minutes from the May 13, 2020 meeting

2. Data Processing a. to purchase 8 copies of Microsoft SQL Server Enterprise Core

Edition - License & Software Assurance - 2 Core licenses - cost not to exceed ($113,939.12)

b. to purchase 144 Microsoft Windows Server Datacenter - License & Software Assurance - 2 Core licenses – cost not to exceed ($114,855.84)

3. Business Services

to purchase professional services from iTech AG,LLC for $137,500.00 and licensing from ServiceNow for $45,404.76 to create a Grants Management System - cost not to exceed ($182,904.76)

4. Microsoft Dynamics 365 Implementation team initiate a change order to the original contract awarded to Crowe LLP to remove requirements from the original statement of work and add new requirements identified during system configuration. Net increase to SOW - cost not to exceed ($314,800.00)

Sincerely,

KLK/clt

Karl L. Keith, Secretary Automatic Data Processing Board

451 West Third Street• P.O. Box 972 • Dayton, Ohio 45422 937-225-4318 • Fax: 937-496-3341 • mcauditor.org

Mr. McClain Page 2 June 3, 2020

Cc: ADP Board Members James Alford, Director of IT Tina Ratcliff, Records Manager Lynn Cooper, Treasurer's Office Steven Hollon, Common Pleas Court Administrator Kate Evans, Auditor's Office Ward Barrentine, Assistant Prosecuting Attorney Chris Newman, Data Processing Ellis Shockley, Data Processing Tyler Small, Administration Uchenna Youngblood, BCC IT Kyle Kolopanis, Purchasing Marsha Shaffer, Purchasing Eric Armstrong, Domestic Relations Court Jennifer Petrella-Ahrens, Domestic Relations Court Bart Kincaid, Sherriffs Office Debra Harden, Recorder's Office Herb Davis, Clerk of Courts' Office Edward McNachtan, Common Pleas Court Michelle Dinh, Auditor's Office Zach Zugelder, Treasurer's Office Kerry T. Gray, Commissioner Carolyn Rice's Office Jeff Jordan, Office of Emergency Management Bonnie Weyrauch, Sherriffs Office Elle Sollenberger, Clerk of Courts' Office Karen Swabb, Coroner's Office News Media

- --

Automatic Data Processing Board Meeting Minutes

May 13, 2020 *Meeting held via Zoom videoconference

Present by video & audio: Brandon McClain, Chair Karl Keith, Secretary

Russell Joseph, Member Mike Foley, Clerk of Courts

Rob Streck, Member Ward Barrentine, Prosecutor’s Office James Alford, Data Processing

Chris Newman, Data Processing Ellis Shockley, Data Processing Kyle Kolopanis, Purchasing Kate Evans, Auditor’s Office Mike Brill, Auditor’s Office Present by audio only: Jeff Jordan, Emergency Management Steven Hollon for Judge Gregory Singer, Member Edward McNachtan, Common Pleas Court – General Division Kerry Gray, for Commissioner Carolyn Rice, Member Brandy Burchett, Coroner’s Office Cindy Turvene, Data Processing The May 13, 2020 Automatic Data Processing Board meeting was called to order by Chair Brandon McClain. (A copy of the agenda is attached for reference.) The first agenda item was the approval of the minutes from the April 8, 2020 meeting. Karl Keith moved to approve the minutes. Motion seconded by Kerry Gray. Motion carried unanimously. The second agenda item was from the Office of Emergency Management to request approval on 3 separate purchases:

1. purchase two HazMat Elite Chemical Detectors to be used by the Dayton Regional & Clark County HazMat Response Teams that will be purchased with FY17 State Homeland Security Grant money. Total price is $139,900.00

2. purchase one Tactical Robot to be used by the Darke County Sherriff’s office for surveillance, communications, search operations and responding to high risk calls. Purchase will be made

Page 2 May 13, 2020 ADP Board Minutes

from the FY17 State Homeland Security Law Enforcement Grant. Total price $59,514.06

3. purchase one Digital X-Ray for the Montgomery County Coroner’s office which allows expedite resolution of the reason for death from foreign objects and fractured bones. This purchase will also be made with the FY17 State Homeland Security Grant money Total price $46,465.00

Chair Brandon McClain wanted to confirm no general fund monies were being used for any of these purchases and Jeff Jordan confirmed. Karl Keith moved to approve all 3 items as a package and there were no opposing comments. Russell Joseph seconded the motion. Motion carried unanimously. The third and last agenda item was from Facilities Management to purchase Card Access Control integration of software priced at $21,391.62 and Network Switches priced at $34,963.05 for the 5th Floor renovation of the Reibold Building for the new OMB Training Lab. No one from Facilities Management was in attendance. James Alford was aware of the purchases and wanted the board to be aware due to the cost being over the $50K. Rob Streck motioned to approve, and Karl Keith seconded the motion. Motion carried unanimously. There being no further business before the Board, Karl Keith made a motion to adjourn the meeting. Rob Streck seconded the motion. Motion carried unanimously. Respectfully submitted,

Karl Keith, Secretary Automatic Data Processing Board KLK/clt Attachment

To: Karl Keith, Montgomery County Auditor From: Ellis Shockley, Technical Service Manager CC: ADP Board Members James Alford, Director of Information Technology Date: June 2, 2020 Re: Microsoft SQL Server Enterprise The Montgomery County Data Processing Department is requesting the approval of the Automatic Data Processing Board to purchase 8 copies of Microsoft SQL Server Enterprise Core Edition - License & Software Assurance - 2 Core licenses for a total price of $113,939.12. This purchase will allow Data Processing (DP) to expand our Microsoft SQL server builds as we develop more databases using Microsoft SQL. DP currently own 8 copies of Microsoft SQL - 2 core licenses and this purchase would give DP a grand total of 16 copies of Microsoft SQL with 32 server cores. Purchasing the SA (Software Assurance) with this purchase allows DP to stay current with the latest version of Microsoft SQL Server. This purchase will be made through the vendor Dell - Ohio state contract number is 0A1252, this has been reviewed by the Purchasing Department. Funding for this purchase will come from the Montgomery County Data Processing budget.

Automatic Data Processing Board Checklist

Department: Name:

Is the department purchasing off state term? Yes No STS#_

Is the department purchasing off GSA? Yes No GSA#_

Is this purchase considered an upgrade? Yes No

Replacement? Yes No

New Purchase? Yes No

The amount of this purchase will not exceed. $

The funding for this purchase will come from:

Are there any integrations issues? Yes No

If yes, explain:

Were your system specifications developed internally or by and outside vendor/source?

If outside vendor/source, identify:

Yes No Is this purchase being purchased off of a different contract?

If yes, what is the contract number?

Who in Purchasing are you working with on pricing?

Data Processing Ellis Shockley

0A1252

113,939.12

126003 - DP's budget

Kyle Kolopanis

To: Karl Keith, Montgomery County Auditor From: Ellis Shockley, Technical Service Manager CC: ADP Board Members James Alford, Director of Information Technology Date: June 2, 2020 Re: Microsoft Windows Server Datacenter The Montgomery County Data Processing Department is requesting the approval of the Automatic Data Processing Board to purchase 144 Microsoft Windows Server Datacenter - License & Software Assurance - 2 Core licenses for a total price of $114,855.84. This purchase will allow Data Processing (DP) to upgrade our existing VMWare server infrastructure to stay current with the latest Windows Operating system for current and future server builds. Today, DP is licensed to run Windows Server 2012 R2 in our VMWare environment. The latest Windows Operating System, Windows Server 2019, bridges on-premises environments with Azure, adding additional layers of security while helping us modernize our applications and infrastructure. Purchasing software assurance allows DP to stay current in our VMWare environment as new Windows Operating Systems are released. This purchase will be made through the vendor Dell - Ohio state contract number is 0A1252, this has been approved by the Purchasing Department. Funding for this purchase will come from the Montgomery County Data Processing budget.


Department: Name:




Replacement? Yes No





If yes, explain:






Data Processing Ellis Shockley

0A1252

114,855.84

126003 - DP's budget

Kyle Kolopanis

MONTGOMERY COUNTY COUNTY COMMISSIONERS ADMINISTRATION BUILDING Judy Dodge Deborah A. Lieberman 451 West Third Street Carolyn Rice Dayton, Ohio 45422-1110 www.mcohio.org COUNTY ADMINISTRATOR Michael B. Colbert

b i r t h p l a c e o f i n n o v a t i o n

Date: May 29, 2020 To: James Alford, IT Director, Data Processing From: Chris Williams, Assistant County Administrator Re: DP Board Approval Request – iTech AG, LLC & ServiceNow Business Services is requesting DP Board approval to purchase professional services from iTech AG, LLC and licensing from ServiceNow to create a Grants Management System. ITech AG will work with the Montgomery County Business Services department to tailor our Grants Management solution resident on the Service Now platform. This implementation is critical and needs to be fully operational by the end of June 2020. BCC IT has been working with Kyle Kolopanis, Purchasing & Central Services Director, and he has authorized approval for the procurement of the professional services and licenses off GSA 70. This purchase is funded by department 4 - OCA code 204500. The labor hours are roughly estimated to be 800 at a cost of $137,500 for professional services. The licenses are a cost of $45,404.76. Total cost is $182,904.76. Please review this request for DP Board meeting approval. cc: Uchenna Youngblood, Director BCC Information Technology

Kyle Kolopanis, Purchasing & Central Services Director Jim Brandenburg, Assistant Director BCC Information Technology


Department: Name:




Replacement? Yes No





If yes, explain:






Montgomery County, Ohio - Statement of Work (SOW)

Grants Management Solution in support of the CARES Act

PRESENTED BY:

Matthew Tiani Executive Vice President iTech AG, LLC

PRESENTED TO: Patrick Trowles IT Manager Board of County Commissioners DATE: May 28, 2020

iTech AG Confidential Information

Confidential Page 2 of 7

TABLE OF CONTENTS

SECTION 1 PROJECT OVERVIEW ............................................................................................................. 3 IMPLEMENTATION OF ITECH AG’S GRANTS MANAGEMENT SOLUTION IN SUPPORT OF THE CARES ACT ................... 3

SECTION 2 PROJECT IMPLEMENTATION ................................................................................................ 3 2.1 DEPLOYMENT ............................................................................................................................... 3 2.2 SUPPORT AND MAINTENANCE ......................................................................................................... 5

SECTION 3 SOLUTION DELIVERY............................................................................................................. 5 3.1 IMPLEMENTATION COST ................................................................................................................. 5 3.2 CHANGE REQUESTS ....................................................................................................................... 6

SECTION 4 DELIVERY TERMS .................................................................................................................. 6 4.1 ASSUMPTIONS .............................................................................................................................. 6



SECTION 1 PROJECT OVERVIEW

Implementation of iTech AG’s Grants Management Solution in support of the CARES Act

As part of the federal Coronavirus Aid, Relief, and Economic Security (CARES) Act, Montgomery County

has received $92 million, directly from the U.S. Treasury. This funding will be used to provide financial

relief to individuals and businesses who have experienced hardship due to the COVID-19 pandemic. The

County has created the Office of CARES Act, a temporary department whose sole purpose is the

management and distribution of this funding to the community. This office is tasked with developing

financial assistance programs, applications, and eligibility criteria.

The County has selected iTech AG to deploy their Grants Management System, built on the ServiceNow

platform, into Montgomery County’s ServiceNow environment. Montgomery County will be standing

up, and administering, a new environment specifically for the Office of the CARES Act. iTech AG will

work with Montgomery County stakeholders to tailor their Grants Management solution to their

business needs. This implementation is critical and needs to be fully operational by the end of June

2020.

SECTION 2 PROJECT IMPLEMENTATION

2.1 Deployment

We will use an Agile development methodology, which consists of short “sprints” to rapidly deploy working software with regular feedback loops to engage stakeholders often. Below is the sprint schedule, tasks, and activities we have identified to achieve our June 29, 2020 target go-live date: Sprint 0:

• Diagram workflow provided by Montgomery County on 5/20 based upon user swimlanes

o The draft workflow is attached as Appendix A

• Workshop:

o Validate workflow by swimlanes with Montgomery County

o Meet with Ohio cybersecurity team to get requirements on access, views, encryption

of fields within database

o Receive knowledge article content

o Receive system requirements and validate

o Receive Logos/Themes/Layout plans

o Identify Reporting requirements (fields and report types)

• Document User Stories, Acceptance Criteria, Test Cases

o Get sign off from Montgomery County

• Import GRANTS app into target instance

o Test GRANTS app import

• Apply logos/themes to instance/portal

Sprint 1: • Update GRANTS app workflow



o Update Application Form

o Update Evaluation Forms

o Update Award Forms

o Update Payment process/forms

• Update GRANTS app backend tables

o Remove unused tables/forms

• Update GRANTS app Portal

o Update Grant Manager dashboard to fit workflow

o Update theme

o Update Application widget

o Update Applicant views

o Update Awardee views

o Remove unused pages/modules

• Test Workflow, Forms, Portal

• User Acceptance Testing (UAT)

• Document UAT Feedback

Sprint 2:

• Deactivate GRANTS roles/groups

• Add Montgomery County roles/groups as defined in workshop

• Define Access Control Lists (ACLs)

o Tables

o Fields

o Widgets

o Portals

o Pages

• Test ACLs

• UAT

• Document UAT Feedback

Sprint 3:

• UAT Fixes

• Comprehensive Regression Testing

• Create Transform Maps from existing paper CARES Act applications

• Migrate all CARES Act data that has been received via paper application as of an agreed upon

current date

• Regression Test CARES Act data was imported properly

• Create Reports

• Test Reports

• Final UAT

• Final UAT fixes

• Documentation/Training

Go Live:

• Push Montgomery County CARES Act Grants Management System to Production Environment

• Smoke test system in Production environment

• Go-Live Support



o Availability of resources from 8am to 6pm, Montgomery County, Ohio, time zone for 10

business days (Mon-Friday) to answer questions within 3 business hours. Log and fix

any defects within an agreed upon time period with Montgomery County Product

Owner

2.2 Support and Maintenance

After the system is in production and the Go-Live Support period has expired, iTech AG will offer a

monthly maintenance service to be on call for support, bug fixes, and other small operational and

maintenance issues that may arise. This is a monthly service. Currently iTech AG has been requested

to provide three months.

SECTION 3 SOLUTION DELIVERY

3.1 Implementation Cost

The total amount of this implementation is a firm fixed price of $137,500.00. The cost includes the

solution implementation for a fixed price of $115,000 and three (3) subsequent months of support and

maintenance for $7,500 each. This price is based upon our GSA Multiple Award Schedule (MAS) 070

Contract Number: 47QTCA19D00B2 (ZF375JA) labor rates. Additional months of support and

maintenance can be added later. Exhibit 1 below showcases the estimated level of effort that derived

this cost. Exhibit 2 below defines the anticipated invoicing schedule.

Exhibit 1: Level of Effort

Solution Implementation

Labor Category IT70 Rate Hours Cost

Project Manager $164.59 160 $26,334.40

Software Architect $180.89 160 $28,942.40

Sr. Application Developer $155.41 160 $24,865.60

Application Developer $136.13 160 $21,780.80

Business Analyst $93.53 160 $14,964.80

Totals 800 $116,888.00

Discounted Firm Fixed Price $115,000.00

Monthly Operations Support

Labor Category IT70 Rate Hours Cost

Application Developer $136.13 60 $8,167.80

Totals 60 $8,167.80

Discounted Firm Fixed Price $7,500.00

Exhibit 2: Invoicing Schedule



Invoice Description Price Date

1 Solution Implementation $115,000.00 7/10/2020

2 Month 1 Support and Maintenance $7,500.00 8/10/2020



Total $137,500.00

iTech AG will deliver all of the Services remotely. For any services that require travel outside of

Washington DC, all reasonable travel, meals, and living expenses for Subcontractor personnel who

travel in support of this SOW shall be billable at cost plus any applicable general and administrative fees

to Montgomery County and all such expenses shall be borne solely by Customer. The pricing listed in

this SOW does not include any travel costs. All amounts under this SOW shall be paid within thirty (30)

days after date of invoice.

3.2 Change Requests

Either party may initiate a written request to change the existing tasks, timeline or fees associated with

the Engagement or any Phase thereof (each, a “Change Request”) because of a change in scope,

assumptions, capability, or other new or revised information. Any Change Request signed by both

parties shall be effective as of the date set forth therein (each, a “Change Order”). Instances in which a

Change Order shall be required include: (1) Customer’s requests for out of scope Services; (2) discovery

of new information that requires an increase in the scope of Services; or (3) Customer’s failure to fulfill

any of its responsibilities if such failure delays the Services or requires iTech AG to incur additional time

or costs in performing Services.

If the parties do not agree on a Change Order, the Engagement shall proceed as originally set forth in

this SOW. If, however, the existing Engagement or any specific Services cannot proceed without an

executed Change Order, iTech AG may suspend Services until the Change Order is executed. If a Change

Order is not executed within a commercially reasonable timeframe from such suspension, either party

may, upon written notice, terminate this SOW, and: (a) Customer shall pay iTech AG for all Services

performed and deliverables provided prior to termination; (b) iTech AG shall provide Customer with any

deliverables completed prior to termination, excluding the Nuvolo Technology; and (c) iTech AG shall

not be obligated to refund any prepaid fees under the terminated SOW. In no event will iTech AG be

responsible for any additional Services or deliverables after such termination.

SECTION 4 DELIVERY TERMS

4.1 Assumptions

iTech AG makes the following assumptions regarding Montgomery County Grants Management

implementation, if any of these assumptions are found to be untrue, then there will be a potential



change in the cost or schedule to complete this work:

1. We will require Montgomery County to assign a “Product Owner” to this engagement who has

the understanding and approved authority to make decisions in alignment with our proposed

sprint schedule. The “Product Owner” and will coordinate any necessary approvals for their

decisions outside the development process while still meeting the proposed sprint schedule.

2. The Montgomery County Product Owner and other stakeholders will commit to supporting our

Sprint Schedule by providing the resources required for the workshop, user acceptance testing,

and any other requirements clarification, or other need, as required.

3. The iTech AG team will have the Admin and Security_Admin role within all ServiceNow

environments in which we will be deploying the GRANTS Application.

4. Contracts will be in place for the required ServiceNow licenses as well as the iTech AG team to

start configuration and development on or before June 1, 2020.

GOVERNMENT - PRICE QUOTATION

CARAHSOFT TECHNOLOGY CORP

11493 SUNSET HILLS ROAD | SUITE 100 | RESTON, VIRGINIA 20190 PHONE (703) 871-8500 | FAX (703) 871-8505 | TOLL FREE (888) 66CARAH

WWW.CARAHSOFT.COM | [email protected]

TO: Derek Jones IT Program Manager Montgomery County 4257 Dryden Rd Moraine, OH 45439

FROM: Ben Coleman Carahsoft Technology Corp. 11493 Sunset Hills Road Suite 100 Reston, Virginia 20190

EMAIL:

[email protected] EMAIL: [email protected]

PHONE: (937) 781-2627 PHONE: (703) 581-6604 FAX: (703) 871-8505

TERMS: GSA Schedule No: GS-35F-0119Y Term: December 20, 2011 - December 19, 2021

QUOTE NO: 22185642 QUOTE DATE: 06/02/2020

FTIN: 52-2189693 Shipping Point: FOB Destination Credit Cards: VISA/MasterCard/AMEX Remit To: Same as Above Payment Terms: Net 30 (On Approved Credit) Cage Code: 1P3C5 DUNS No: 088365767 Business Size: Other than Small Sales Tax May Apply

QUOTE EXPIRES: RFQ NO: SHIPPING: TOTAL PRICE:

TOTAL QUOTE:

07/02/2020

GROUND $45,404.76

$45,404.76

LINE NO. PART NO. DESCRIPTION RATE PER MONTH NO.MONTHS QTY EXTENDED PRICE

LICENSES - DUE AT SIGNING

1 PROD12820-120 ServiceNow® Customer Service RATE: $84.26 12 GSA 23 $23,255.76 Management Professional - CSM User v4 (Priced Monthly 1 Year Term) Start Date: 06/01/2020

End Date: 05/31/2021 2 PROD13074-120 ServiceNow® Now Platform® App RATE: $80.25 12 GSA 23 $22,149.00

Engine - Fulfiller (Priced Monthly 1 Year Term) Start Date: 06/01/2020

End Date: 05/31/2021

3 PROD11415 ServiceNow® IntegrationHub Starter - RATE: $0.00 12 OM 1 $0.00 Transactions Start Date: 06/01/2020

End Date: 05/31/2021

SUBTOTAL: $45,404.76

TOTAL PRICE: $45,404.76

TOTAL QUOTE: $45,404.76

The ServiceNow Product Overview containing descriptions of the ServiceNow applications and platform services included in the Subscription Products as described in the attached ServiceNow Order Form Product and Use Definitions is posted on https://www.servicenow.com/upgrade-schedules.html.

PRICES ARE FINAL. THIS ORDER IS NON-CANCELLABLE AND, EXCEPT AS OTHERWISE PROVIDED IN THE AGREEMENT, NON-REFUNDABLE. The order is for the entire subscription term and is undividable. Payments are due as per the invoice schedule.

CONFIDENTIAL QUOTE DATE: 06/02/2020 PAGE 1 of 1 QUOTE NO: 22185642

http://www.carahsoft.com/

mailto:[email protected]



http://www.servicenow.com/upgrade-schedules.html

USER TYPE DEFINITIONS

ServiceNow® Order Form - Product and Use Definitions

"User" means any employee or contractor of Customer or Customer Affiliate that is assigned a unique username and password and has a user profile in the Subscription Service designated as "active". Only Users may be given access to the subscription service by Customer. A use right may not be shared or transferred. Customer shall not use the subscription service in a manner that circumvents usage restrictions.

"Approver User" is any User performing any of the functions set forth in the table below for an Approver User. An Approver User may only perform the functions set forth in the table below for an Approver User.

"Requester User" is any User that performs only the functions set forth in the table below for a Requester User.

"End User" has the same use rights as"Requester User."

"Fulfiller User" is any User other than an Approver User or Requester User. Without limitation, a Fulfiller User is any User that performs any function other than an Approver User function or Requester User function, including those set forth in the table below for a Fulfiller User.

"Process User" has the same use rights as"Fulfiller User."

FUNCTION / USE RIGHTS AUTHORIZED

USER TYPES REQUESTER APPROVER FULFILLER

Create its own request included included included

View its own request included included included

Modify its own request included included included

Search the Service Catalog included included included

Search the Knowledge Base included included included

Access public pages included included included

Take surveys included included included

Set its own notification preferences included included included

View assets assigned to user included included included

Access and post to Live Feed included included included

Initiate Chat sessions included included included

Participate in a Watch List included included included

View a report published to them included included included

Approve requests by email that are routed to user - included included

Approve requests routed to user via system - included included

Create any record - - included

Delete any record - - included

Modify any record - - included

Drill through any report - - included

Create any report - - included

Delete any report - - included

Modify any report - - included

Perform development activities - - included (see below)

Perform administrative activities - - included

The creation or installation of Custom Tables in a production instance requires either the purchase of the Now Platform App Engine product or an express Custom Table entitlement that is granted with the purchase of another product. A “Custom Table” is any non-ServiceNow provided table created or installed by or on behalf of Customer on the ServiceNow Platform and used for any purpose, including the creation of a custom application, unless such table is specifically exempt. A list of exempt ServiceNow provided tables and Custom Table use rights are as set forth in the Custom Table Guide on https://www.servicenow.com/upgrade-schedules.html and ARE EXPRESSLY DEEMED INCORPORATED HEREIN BY THIS REFERENCE. Customer may request printed copies of the documents incorporated herein by reference by emailing us at [email protected].

SUBSCRIPTION PRODUCTS

Subscription Product Code/Name

Included ServiceNow Applications and Use Rights

PROD12820 ServiceNow® Customer Service Management Professional

Included Applications: Customer Service Management; Communities; Targeted Communications; Continual Improvement Management; Proactive Customer Service Operations; Service Management for Issue Resolution; Predictive Intelligence; Virtual Agent; and Performance Analytics A CSM User is defined as any employee or contractor of Customer or Customer Affiliate with the right to access one or more of the Customer Service Management Applications and may perform any or all functions as defined in the User Type Definition section above. Notwithstanding the definition of User above, an External CSM User is defined as Customer's external contacts, including, but not limited to, Customer's accounts, consumers, households, partners or other contacts. External CSM Users may create, view, modify, or approve requests of their own or related accounts via the customer portal, approve requests for new contact creation; and manage users or assets of their own or related accounts. External CSM Users are not included in the CSM User count and are not subject to Customer Service Management Subscription Product fees. CSM Users are entitled to use the Customer Service Management Applications listed above only to support External CSM Users. Each CSM User purchased includes 2,000 Customer Service Management - Customer Portal Visits per month (unused Portal Visits expire monthly). Additional Customer Portal Visits may be purchased in increments of 1,000. A Visit is a period of activity on the Customer Portal, including a Community visit. A new Visit is generated if an anonymous, unauthenticated, or External Requester User accesses, logs out, times out, or a Visit lasts beyond midnight in the Data Center Region indicated above. Virtual Agent includes 1000 Virtual Agent Conversation Transactions per CSM User per month (unused Virtual Agent Conversation Transactions expire monthly). A Virtual Agent Conversation Transaction is defined as any structured conversation between a chatbot and user on a pre-built or custom topic. Additional monthly Virtual Agent Transactions require the purchase of Virtual Agent Transaction Pack(s). Performance Analytics, Virtual Agent and Predictive Intelligence use rights apply only to Customer Service Management Professional Applications and Bundled Custom Tables. Bundled Custom Tables: Customer is granted the right to create or install up to 50 Custom Tables and to grant each CSM User the right to access those Custom Tables. The following Application(s) became available in the family release indicated: Communities - Jakarta Agent Intelligence - Kingston Virtual Agent; Continual Improvement Management – London Agent Intelligence renamed to Predictive Intelligence - New York Proactive Customer Service Operations - New York

Included Applications: Performance Analytics; Virtual Agent; and Predictive Intelligence

Now Platform® App Engine provides the Customer with the right to deploy Custom Tables in a production instance.

PROD13074 ServiceNow® Now Platform® App Engine

Each Fulfiller User has the right to access an unlimited number of Custom Tables to perform the actions of a Fulfiller User.

Performance Analytics, Virtual Agent and Predictive Intelligence use rights apply only to Now Platform ® App Engine.

CUSTOM TABLE CREATION AND INSTALLATION



IntegrationHub Starter includes entitlement for up to 1,000,000 IntegrationHub Transactions annually (unused Transactions expire annually). IntegrationHub Starter includes Protocols and Spokes as set forth in the IntegrationHub Overview on www.servicenow.com/upgrade-schedules.html and ARE EXPRESSLY DEEMED INCORPORATED HEREIN BY THIS REFERENCE. Customer may request printed copies of the documents incorporated herein by reference by emailing us at [email protected]. An IntegrationHub Transaction is defined as any external call originating from, initiated by, or part of, a flow within Flow Designer. Additional annual Transactions require the purchase of a separate IntegrationHub package.

PROD11415 ServiceNow® IntegrationHub Starter



To: Karl L. Keith, Auditor From: Janet Holman, D365 Project Manager Katie Joseph, D365 Project Manager Date: June 3, 2020 RE: DP Board Request – Microsoft Dynamics 365 – Statement of Work Change Order The Montgomery County Microsoft Dynamics 365 Implementation team is requesting Automatic Data Processing Board’s approval to initiate a change order to the original contract awarded to Crowe LLP to remove requirements from the original statement of work and add new requirements identified during system configuration. Scope Reductions $ (31,200) Scope Additions 346,000 Net Increase to Statement of Work 314,800 This project will be funded from 404500 County Financial System Replacement project. Please include this request for approval on the next Data Processing Board meeting scheduled for June 10, 2020. cc: James Alford, Director of Data Processing Russ Joseph, Treasurer

John Parks, OMB Director Tyler Small, Assistant County Administrator

Documents

to...Jun 03, 2020 · Ellis Shockley, Data Processing Tyler Small, Administration Uchenna Youngblood, BCC IT Kyle Kolopanis, Purchasing Marsha Shaffer, Purchasing Eric Armstrong,