City of Corona
Scope of Work
For the Implementation of:
CIS v5
November 21, 2023
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Table of Contents
Introduction ................................................................................................................................................. 4 Corona Points of Contact ........................................................................................................................... 5 Primary Point of Contact (POC): ............................................................................................................... 5 Other Contact(s): ....................................................................................................................................... 5 Project Scope .............................................................................................................................................. 6 Definitions .................................................................................................................................................... 7 Roles and Responsibilities ........................................................................................................................ 8 Advanced Responsibilities: ....................................................................................................................... 8 Corona Responsibilities: ............................................................................................................................ 9 Constraints and Assumptions ................................................................................................................. 10 Task 1 – Project Management .................................................................................................................. 12 Subtask 1.1 – Project Planning ............................................................................................................... 12 Change Control Process .................................................................................................................... 12 Subtask 1.2 – Status Reports .................................................................................................................. 12 Subtask 1.3 – Quarterly Sponsor Review ............................................................................................... 13 Task 2 – Infinity CIS Interfaces ................................................................................................................ 14 Subtask 2.1 – Interfaces .......................................................................................................................... 14 Subtask 2.1.1 – Neptune Meter Reading Import/Export .................................................................... 14 Subtask 2.1.2 – Itron Meter Reading Import/Export ........................................................................... 15 Subtask 2.1.3 – Alexander Meter Reading Import/Export .................................................................. 16 Subtask 2.1.3 – Waterscope Meter Reading Import/Export ............................................................... 16 Subtask 2.1.4 – Vanco Payments Interface ....................................................................................... 17 Subtask 2.1.5 – Remit Plus Payments Interface ................................................................................ 17 Subtask 2.1.6 – RTL Payments Interface .......................................................................................... 18 Subtask 2.1.7 – Paymentus Customer Information File Interface ...................................................... 19 Subtask 2.1.8 – Promise Pay Arrangememt Import Interface ............................................................ 19 Subtask 2.1.9 – Accelerated Innovations or SilverBlaze.................................................................... 20 Exclusions ............................................................................................................................................... 20 Task 3 - Implementation Approach ......................................................................................................... 21 Subtask 3.1 – Phase 1 – Project Initiation .............................................................................................. 21 Subtask 3.2 – Phase 2 – Functional Discovery Analysis ........................................................................ 22 Subtask 3.2.1 – Functional Discovery Analysis Workshops .............................................................. 22 Subtask 3.3 – Phase 3 – Interface Discovery ......................................................................................... 23 Subtask 3.4 – Phase 4 – Other Discoveries............................................................................................ 24 Subtask 3.4.1 – Reports Discovery .................................................................................................... 24 Subtask 3.4.2 – Bill Print and/or Notices & Receipt Discovery .......................................................... 25 Subtask 3.5 – Phase 5 – Data Integrity Check/Clean Up & Initial Data Conversion/Configuration ........ 26 Subtask 3.5.1 - Version 3 Data Integrity Check and Clean up ........................................................... 26 Subtask 3.5.2 - Infinity CIS Initial Upgrade Conversion, Data Validation and Testing ....................... 27 Subtask 3.6 – Phase 6 – Core Team Training ........................................................................................ 29 Subtask 3.7 – Phase 7 – Reports Development and Delivery ................................................................ 29 Subtask 3.8 – Phase 8 – Interface Delivery ............................................................................................ 30 Subtask 3.9 – Phase 9 – Software Testing ............................................................................................. 31 Subtask 3.10 – Phase 10 – End User Training ....................................................................................... 35 Subtask 3.11 – Phase 11 – Cut-Over Plan/Go/No Go Criteria ............................................................... 36 Subtask 3.12 – Phase 12 – Transition to Live ......................................................................................... 37 Subtask 3.13 – Phase 13 – Post Go Live................................................................................................ 37 Schedule 1 – Fee Structure and Payment Milestones ........................................................................... 39 Fee Structure ........................................................................................................................................... 39 Payment Milestones ................................................................................................................................ 40 Termination: .............................................................................................................................................. 42 Approvals ................................................................................................................................................... 43
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Appendix – Table of Responsibilities (Deliverables) ............................................................................ 44
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Introduction
The project is defined as the upgrade of Infinity CIS, by Advanced Utility Systems (“Advanced”) for City of Corona (“Corona”). The current CIS Infinity Version 3 (“v3”) instance will be upgraded to Infinity CIS Version 5 (“v5”) and will replace the current version of Infinity CIS, Advanced’s comprehensive customer information and utility billing software.
This document describes the Scope of Work (“SOW”) to be delivered by Advanced, as well as defines the principal activities and deliverables of both Advanced and Corona for this project.
The project as outlined in this Scope of Work (“SOW”) encompasses all aspects of Corona’s Infinity CIS upgrade, including but not limited to project management, requirements gathering, data integrity and clean up, data conversion, configuration including interfaces, and training.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Corona Points of Contact
Primary Point of Contact (POC):
Name Amy Betancourt
Title Customer Care Supervisor
Organization City of Corona
Address 400 S. Vicentia Ave.
Corona, CA 92882
Phone (951) 279 - 3589
Email [email protected]
Website https://www.coronaca.gov
Other Contact(s):
Name Alex Mercado
Title Senior Applications Analyst
Organization City of Corona
Address 400 S. Vicentia Ave.
Corona, CA 92882
Phone (951) 963 - 6512
Email [email protected]
Website https://www.coronaca.gov
Name Mike Enriquez
Title Senior Software Architect
Organization City of Corona
Address 400 S. Vicentia Ave.
Corona, CA 92882
Phone (951) 279 - 3742
Email [email protected]
Website https://www.coronaca.gov
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Project Scope
Advanced and Corona agree to cooperatively manage the cost, schedule, and scope of the project.
Project scope is limited to the tasks and deliverables identified in this SOW and responses to the functional requirements attached to this document. Items not included in this SOW and it’s appendices are to be considered out of scope.
Advanced will provide the following services in regards to the Infinity CIS to Corona:
- Project Management
- Discovery Workshops (Functional, Interface and Modifications, Reports and Bill Print) - Conversion and Migration of 5 years of data from CIS Infinity Version 3 to Infinity CIS Version 5 (limited to 5 years of history)
- V3 Data Integrity Check and Clean up in Corona’s upgrade environment - Data refreshes (Initial, Functional, ITC1, UAT, Go-Live) - Conversion of current Bill Print(s)/Notice(s)/Receipts formats from Crystal Reports XI to Crystal Reports 2013 (as identified via the Discovery Session)
- Conversion of Standard canned reports and custom Advanced created reports format from Crystal Reports XI to Crystal Reports 2013 (as identified via the Discovery Session) - Remote web based Core Team Training
- Remote or optional onsite web based End User Training - Conversion of interfaces as identified in Task 2
- Conversion of existing standard Reports that are part of Infinity CIS V3 - Conversion of required billing formulas
- Technical Support
- Hosting Infinity CIS in a Infintity Cloud environment - 5 Additional Infinity CIS Licenses
- REST API
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Definitions
Name Definition
Baseline Accounts A cross selection of accounts types and services that are used for testing purposes the CIS Solution
BRD Business Requirements Document created by Advanced that defines the requirements for software modification(s) and non-configurable interfaces required by Corona.
CIS Customer Information and billing System.
Infinity CIS The Advanced Customer Information and billing System.
CIS Solution All Advanced licensed software (Infinity CIS) and related implementation services.
Corona Owned Control
Forms
Configuration areas of the system that are the responsibility of the Corona (including but not limited to service orders, actions, letters, security, admin).
Configuration Changes to the software that do not require source code or structural data model changes.
Core Team Training Instructor led training delivered remotely by Advanced to the identified Project Team members of Corona on the generic CIS Solution Defect - High A code or configuration defect that makes a component of the CIS Solution unusable or inoperable. This error is a loss of the capability of the CIS Solution to perform an important business function.
High defects include: (i) loss of the capability of the CIS Solution to perform an important business function; (ii) a workaround does not exist, and testing this function cannot be performed until the problem has been corrected.
Defect - Medium A code or configuration defect that significantly limits the CIS Solution's ability to conform to the documentation. This limitation stops the user from performing the normal use of the CIS Solution; however, a mutually agreed upon workaround does exist. Testing can continue on a module of the CIS Solution with a workaround.
Defect - Low A code or configuration defect that limits the capability of the CIS Solution, but is cosmetic or minor in nature. There is a practical workaround or the defect does not impact Corona’s operation of the CIS Solution in any significant respect.
End User Training Instructor led (remotely) of the CIS Solution delivered by Advanced in coordination with the Corona Core Team to Corona employee base utilizing specific areas of the system.
Modification A change to the code base or a structural data model change.
CIS Infinity V3 Corona’s current customer information and billing system to be replaced by Infinity CIS.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Roles and Responsibilities
The roles and responsibilities are summarized below and further detailed by task and subtask in Appendix B – Table of Responsibilities (Deliverables).
Advanced Responsibilities:
1. Advanced will maintain project communications with Corona’s Project Manager.
2. Advanced will manage the efforts of the Advanced staff and coordinate Advanced activities with the Corona’s Project Manager.
3. Advanced will conduct regular (e.g. weekly or as required) telephone status report conversations with the Corona’s Project Manager.
4. Advanced will participate in weekly reviews with Corona’s project team. Participation can be waived by mutual agreement.
5. Advanced will provide timely responses to critical issues raised by Corona’s Project Manager.
6. Advanced will prepare and submit a status report that includes: the accomplishments of the previous month, activities planned for the current month and an update to the Project Schedule in Smartsheet format, as well as an update to the action item list.
7. Advanced will prepare and submit project change proposals to Corona’s Project Manager as necessary.
8. Advanced will resolve deviations from the Project Schedule.
9. Advanced will monitor the project to ensure that support resources are available as scheduled.
10. Advanced will coordinate and oversee the installation of all Advanced licensed software.
11. Advanced will install all Advanced licensed software in one (1) production and one (1) test instance in the Advanced Infinity Cloud Platform and will support the production environment throughout the implementation and both environment after implementation and go live.
12. Advanced will coordinate and oversee the implementation efforts of all modifications and interfaces identified in this SOW (exclusive to the Infinity CIS side of the interface).
13. Advanced will monitor and support all testing phases, i.e., functional, integrated, and User Acceptance Testing. Application consultants will be available to answer questions and resolve issued generated during testing.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Corona Responsibilities:
1. Corona will provide the relevant data and information in order for Advanced to convert and configure into the new version of the CIS Solution.
2. Corona will establish a Project Team that is representative of the operational areas that will be affected by this project.
3. Corona will designate a Project Manager who will manage the efforts of CoronaProject Team and/or staff and coordinate activities with the Advanced’s Project Manager.
4. Corona’s Project Manager must ensure that Corona’s personnel have the time, resources, and expertise to carry out their respective tasks and responsibilities.
5. Corona’s Project Manager or designee will participate in the scheduled (e.g. weekly or as required) status meetings with the Advanced’s Project Manager.
6. Corona will review current business practices, consider and/or adopt new business practices as needed.
7. Corona will provide timely responses to critical issues raised by the Advanced’s Project Manager.
8. If this SOW requires on-site presence, Corona will make available meeting spaces as required for project meetings. Meeting spaces should be equipped with a white board and markers, flip chart, LCD projector, conference phone and internet connection.
9. If this SOW requires on-site presence, Corona shall establish a training/testing room that will provide space, computers (with necessary software) and access to the software for the number of users specified in the contract. The training room will be equipped with a white board and markers, flip chart, LCD projector, conference phone and internet connections.
10. Corona will ensure mutually agreed upon Change Orders are approved and process in accordance with the Change Order Procedure.
11. Corona Staff will attend scheduled training sessions.
12. Corona will perform testing as required including functional testing, integration testing, and user acceptance testing and will provide the documented test cases and results to Advanced utilizing the Advanced Testing Tool (Smartsheet).
13. Corona will perform manual cut over tasks identified in the data conversion and the cutover plan.
14. With support from Advanced, Corona will be responsible to create, configure and test all Corona Owned Control Forms (including but not limited to service orders, actions, letters, security, admin).
Advanced will provide training Corona on the same.
15. Corona will provide network connectivity to the Infinity Cloud Platform.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Constraints and Assumptions
1. All prices are quoted in US dollars.
2. The Fixed Cost will be firm for the services identified herein through the project’s duration of 10 to 12 months and 1 month of post-implementation support. Advanced has agreed to complete the implementation within 13 months. If circumstances occur that result in delays to the project, any extensions will be reviewed and managed via the Change Control Process.
3. Corona will upgrade CIS Infinity Version 3 to the recommended v3 release prior to Advanced conducting any data integrity or data cleanup activities.
4. Corona recognizes that this is a project and not normal daily operations. All team members may not be accustomed to the demands of a project and will have to readily adjust to the needs of meeting deadlines and multi-tasking for this project to be successful.
5. Staffing issues will be resolved between Corona and the Advanced Project Managers. Both parties will make every reasonable effort to maintain stable project staffing for the life of the project and minimize disruption to the project.
6. Corona will strive to make a reasonable effort to minimize the impact of competing initiatives within the organization that may have a negative impact to the project. If this cannot occur:
i) Corona will define an escalation path which defines who can resolve resource allocation conflicts, determine the priority of the conflicting work, and communicate with the affected parties, including the Project Managers of both projects. ii) Advanced will make commercially reasonable efforts to work around any conflicting priorities.
Depending on the length of time the resource is not available and task the conflict occurs on, this could result in a delay in the project schedule. If these delays result in extended project timelines, a Change Order will be issued to outline the impacts to schedule and cost. iii) Impacts and/or changes to project resources by either party are the responsibility of that same party to replace and provide knowledge transfer that will mitigate the risk of the resource loss.
7. Prompt decision-making and problem resolution will be required to achieve an on-time, on-budget project completion. It is expected most decisions and/or problems will be resolved within five (5) business days (or to a mutually agreed to timeframe). Reasonable efforts will be made to meet the requirements.
8. Corona will empower Corona's project team members to make decisions related to configuration and business processes. For some key decisions Corona team may be required to elevate the decision process to the executive team. Corona will work to minimize the escalation of decisions to keep the decision process as streamlined and timely as possible.
9. Corona and Advanced will ensure their respective Project Team members are available for meetings, workshops, discussions and conference calls upon request by either organization with reasonable notice. All Project Team members will respond to information requests by either organization within (5) Business Days unless otherwise agreed to, to minimize delays in the project.
10. Both parties agree to work a reasonable number of additional hours (when required) to help complete project deliverables and project timelines as agreed upon by both Project Managers.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
11. All Corona and Advanced Project Team members are expected to take normal vacation and holiday days throughout the course of the project except during stages of the project where their presence is critical.
12. Corona is willing to consider and implement, when mutually acceptable, Advanced’ “Best Practices” to minimize the need for software modifications to the extent these practices meet the CIS Solution Requirements.
13. Advanced’s implementation team will recommend configurations and processes based on its industry experience and knowledge of the Advanced solution. Corona is willing to consider and implement, when mutually acceptable, Advanced’ “Best Practices” to minimize the need for software modifications to the extent these practices meet the CIS Solution Requirements. This may not always be possible, but Corona will approach each opportunity from this perspective.
In the event that Corona rejects any of Advanced’s Best Practices recommendations, Corona will be required to sign an acknowledgement of such decision. This document will describe Advanced’s concerns about Corona’s requested functionality, and Corona’s acceptance that a subsequent reversal or modification of such functionality shall be considered an increase in project scope at the agreed upon hourly rate. Furthermore, this document shall describe any impact to Advanced’s ability to provide ongoing support, including any impacts to the annual software subscription fee.
14. When onsite Advanced agrees to work within Corona standard business hours whenever possible with the understanding that travel days may impact onsite days. Additionally, it is important to note that there may be times in the project where key staff may be required to work extra hours or hours outside of the standard business hours. For example, cutover is typically done over the weekend.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Task 1 – Project Management
Project management occurs throughout the project. Advanced will have primary responsibility for the successful completion of this project as defined in the Scope of Work, including the management of all Advanced resources and tasks. Advanced will be responsible for conducting project related administrative activities including the development and updates, as required, to the project schedule. The Advanced Project Manager (PM) will provide oversight and guidance to Advanced staff to ensure successful completion of Advanced led/assigned activities and related project tasks. Similarly, the Corona PM will provide oversight and guidance to Corona staff to ensure successful completion of Corona led/assigned activities and related project tasks.
Subtask 1.1 – Project Planning
Advanced and Corona will partner together for successful project execution. Project Initiation will involve all members of the Advanced and Corona project team. Prior to the remote Project Kickoff meeting, Advanced and Corona will assemble their respective teams who will review this SOW in preparation of the Project Kickoff meeting. It is also highly recommended that the Corona review the Infinity CIS upgrade documentation prior to the Project Kickoff meeting.
The Project Schedule for Corona identifies the activities, deliverables and resources required for the successful upgrade of Infinity CIS. The Advanced PM and the Corona PM will review the Project Schedule and internal project dates that may affect project milestones (for example, third party delivery dates). Corona is responsible for managing the timelines and deliverables of any third-party vendor, to ensure they meet the requirements of the approved Project Schedule. The Advanced PM and the Corona PM will finalize the project schedule within 2 weeks of the Project Kickoff meeting.
Any significant changes to the project timeline during the project are to be communicated and reviewed by the Project Sponsors of Corona and at Advanced. Significant changes affecting the overall scope of the project may necessitate the use of a Scope of Work Amendment process. (See Change Control).
Change Control Process
Advanced will coordinate a joint effort with Corona to document a Change Control process to manage project scope. The Change Control process will identify how changes are initiated and their impact on the project will be identified, documented and communicated to Corona. Appropriate sign-off channels will be developed for Change Order approval.
Subtask 1.2 – Status Reports
Status reporting provides a mechanism for monitoring and controlling the project progress.
Advanced will use various methods to communicate regularly with Corona including status reports and status meetings. Additional project communications will be performed via E-mail and telephone on an as needed basis.
Advanced’s Project Manager will attend status meetings with Corona Project Manager either in person or via telephone conference call to focus on project status/progress, issues which could impact project schedule, technical or operational issues affecting the project and risk assessment. These meetings shall occur on a weekly basis.
Advanced will provide a weekly status report documenting work in progress compared to schedule, issues, actions, risks and budget. Advanced will also provide a monthly summary of project progress, including significant risks and issues resolved and significant risks and issues raised.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 1.2 – Deliverables
Subtask 1.2
Deliverables
Weekly Status Meeting and Report
Monthly Project Progress Summary
Subtask 1.3 – Quarterly Sponsor Review
Advanced will prepare a Quarterly Sponsor Review to be attended by project management and project sponsor staff from both Corona and Advanced. The quarterly sponsor review meeting will review progress to date, future actions, and will validate, on a quarterly basis, that the Go Live date is still achievable for both parties. The dates for these meeting will be determined jointly by the Corona and the Advanced PM.
Subtask 1.3 – Deliverables
Subtask 1.3
Deliverables Quarterly Sponsor Review
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Task 2 – Infinity CIS Interfaces
This task covers the Infinity CIS interfaces to existing Corona systems, and/or related products in the Infinity product suite. Development effort may be required by the vendor for the system to which Advanced is interfacing. These vendor costs, if any, are the responsibility of Corona and are not in scope.
Advanced will document the status of development, whether conducted by Corona or Advanced, in the weekly status reports.
Subtask 2.1 – Interfaces
The following group of interfaces will require efforts from Advanced, and potentially Corona staff or a third-party vendor, to support the specific interface requirements. Advanced will develop the following group of interfaces required by Corona under this SOW. The specific system Modifications required to support a specific interface will be determined during the Interface Discovery workshop. For Interfaces introduced that are not currently in CIS V3, Advanced will create Business Requirements Document (BRD) and Use Case Document for each interface requiring development effort from Advanced’s technical staff (not applicable to existing Corona interfaces).
Subtask 2.1.1 – Neptune Meter Reading Import/Export
A two-way batch file interface between CIS Infinity and Neptune 360 meter reading software will be implemented to support the export of account and meter related information from CIS Infinity to the meter reading software, as well as the import of the meter data reads, meter notes, comments and trouble codes for billing purposes from the meter reading system to CIS Infinity Action Responsible
Party
Provide meter read request file layout Corona
Configure meter read request file layout in CIS Infinity AUS Configure meter read request interface in CIS Infinity AUS Provide instruction on how to run the meter read request process in CIS Infinity AUS Run meter read request process in CIS Infinity to create the meter read request file Corona Send meter read request file to meter reading system Corona Provide meter read import file layout Corona
Configure meter read import file layout in CIS Infinity AUS Configure meter read import interface in CIS Infinity AUS Provide instruction on how to run the meter read import in CIS Infinity AUS Download the meter reading import from the meter reading system, and place it at a location accessible to CIS Infinity
Corona
Run meter reading import process in CIS Infinity Corona
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 2.1.2 – Itron Meter Reading Import/Export
A two-way batch file interface between CIS Infinity and Itron meter reading software will be implemented to support the export of account and meter related information from CIS Infinity to the meter reading software, as well as the import of the meter data reads, meter notes, comments and trouble codes for billing purposes from the meter reading system to CIS Infinity Action Responsible
Party
Provide meter read request file layout Corona
Configure meter read request file layout in CIS Infinity AUS Configure meter read request interface in CIS Infinity AUS Provide instruction on how to run the meter read request process in CIS Infinity AUS Run meter read request process in CIS Infinity to create the meter read request file Corona Send meter read request file to meter reading system Corona Provide meter read import file layout Corona
Configure meter read import file layout in CIS Infinity AUS Configure meter read import interface in CIS Infinity AUS Provide instruction on how to run the meter read import in CIS Infinity AUS Download the meter reading import from the meter reading system, and place it at a location accessible to CIS Infinity
Corona
Run meter reading import process in CIS Infinity Corona
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 2.1.3 – Alexander Meter Reading Import/Export
A two-way batch file interface between CIS Infinity and Alexander meter reading software will be implemented to support the export of account and meter related information from CIS Infinity to the meter reading software, as well as the import of the meter data reads, meter notes, comments and trouble codes for billing purposes from the meter reading system to CIS Infinity Action Responsible
Party
Provide meter read request file layout Corona
Configure meter read request file layout in CIS Infinity AUS Configure meter read request interface in CIS Infinity AUS Provide instruction on how to run the meter read request process in CIS Infinity AUS Run meter read request process in CIS Infinity to create the meter read request file Corona Send meter read request file to meter reading system Corona Provide meter read import file layout Corona
Configure meter read import file layout in CIS Infinity AUS Configure meter read import interface in CIS Infinity AUS Provide instruction on how to run the meter read import in CIS Infinity AUS Download the meter reading import from the meter reading system, and place it at a location accessible to CIS Infinity
Corona
Run meter reading import process in CIS Infinity Corona Subtask 2.1.3 – Waterscope Meter Reading Import/Export
A two-way batch file interface between CIS Infinity and Waterscope meter reading software will be implemented to support the export of account and meter related information from CIS Infinity to the meter reading software, as well as the import of the meter data reads, meter notes, comments and trouble codes for billing purposes from the meter reading system to CIS Infinity Action Responsible
Party
Provide meter read request file layout Corona
Configure meter read request file layout in CIS Infinity AUS Configure meter read request interface in CIS Infinity AUS Provide instruction on how to run the meter read request process in CIS Infinity AUS Run meter read request process in CIS Infinity to create the meter read request file Corona
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Send meter read request file to meter reading system Corona Provide meter read import file layout Corona
Configure meter read import file layout in CIS Infinity AUS Configure meter read import interface in CIS Infinity AUS Provide instruction on how to run the meter read import in CIS Infinity AUS Download the meter reading import from the meter reading system, and place it at a location accessible to CIS Infinity
Corona
Run meter reading import process in CIS Infinity Corona Subtask 2.1.4 – Vanco Payments Interface
A one-way batch interface will be implemented to import in CIS Infinity utility customer payments coming from Vanco.
Action Responsible
Party
Provide Vanco payment import file layout. Corona
Configure Vanco payment import file layout in CIS Infinity AUS Configure Vanco payment import interface in CIS Infinity AUS Provide instruction on how to run the Vanco payment import process in CIS Infinity AUS Download the Vanco payment import file at a location accessible to CIS Infinity Corona Run the Vanco payment import process in CIS Infinity Corona Subtask 2.1.5 – Remit Plus Payments Interface
A one-way batch interface will be implemented to import in CIS Infinity utility customer payments coming from Remit Plus.
Action Responsible
Party
Provide Remit Plus payment import file layout. Corona
Configure Remit Plus payment import file layout in CIS Infinity AUS Configure Remit Plus payment import interface in CIS Infinity AUS Provide instruction on how to run the Vanco payment import process in CIS Infinity AUS Download the Remit Plus payment import file at a location accessible to CIS Infinity Corona Run the Remit Plus payment import process in CIS Infinity Corona
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 2.1.6 – RTL Payments Interface
A one-way batch interface will be implemented to import in CIS Infinity utility customer payments coming from RTL.
Action Responsible
Party
Provide RTL payment import file layout. Corona
Configure RTL payment import file layout in CIS Infinity AUS Configure RTL payment import interface in CIS Infinity AUS Provide instruction on how to run the RTL payment import process in CIS Infinity AUS Download the RTL payment import file at a location accessible to CIS Infinity Corona Run the RTL payment import process in CIS Infinity Corona
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 2.1.7 – Paymentus Customer Information File Interface A one-way batch interface will be implemented to export customer information from CIS Infinity to Paymentus.
The interface will support the export of customer and account details, including account balances, using an export file with the layout configurable in CIS Infinity.
Action Responsible
Party
Provide Customer Information File (CIF) layout. Corona
Configure CIF layout in CIS Infinity AUS
Configure CIF export interface in CIS Infinity AUS
Provide instruction on how to run the CIF export process in CIS Infinity AUS Run the CIF export process in CIS Infinity to generate the CIF file Corona Provide the CIF file to Paymentus Corona
Subtask 2.1.8 – Promise Pay Arrangememt Import Interface Two one-way batch interfaces will be implemented to import customer payment arrangements information in CIS Infinity from Promise Pay.
The interfaces will support
1. Addition of new customer payment arrangements in CIS Infinity
2. Update of existing customer arrangement dates and /or amounts in CIS Infinity.
The layouts of the Promise Pay import files will be configured in CIS Infinity.
Action Responsible
Party
Provide new payment arrangement import file layout. Corona Configure new payment arrangement layout in CIS Infinity AUS Configure new payment arrangement import interface in CIS Infinity AUS Provide instruction on how to run the new payment arrangement import process in CIS Infinity
AUS
Run the new payment arrangement import process in CIS Infinity Corona Provide payment arrangement update import file layout. Corona Configure payment arrangement update layout in CIS Infinity AUS Configure payment arrangement update import interface in CIS Infinity AUS Provide instruction on how to run the payment arrangement update import process in CIS Infinity
AUS
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Run the payment arrangement update import process in CIS Infinity Corona Subtask 2.1.9 – Accelerated Innovations or SilverBlaze
Advanced has standard integrations with both Accelerated Innovations, MyMeter solution as well as SilverBlaze Customer Portal. Regardless of which solution Corona decides to deploy, as a part of this project, Advanced will deploy an integration to one of those systems.
Exclusions
The following have been excluded from this Scope of Work, unless noted otherwise:
1. Rate Structural Changes
Advanced will provide normal rate updates throughout the course of the implementation at no extra charge providing the rate change occurs during the implementation timeframe. A rate change that departs substantially from the current rate structures that are in force at the time of contract signing and/or as documented in the Functional Discovery document will follow the jointly developed Change Order Process as defined in Subtask 1.1.
2. Third Party Payment Processor
Real Time credit/debit card payment processing is provided via an interface to an Advanced partner payment processing vendor namely; Paymentus or Paymentus. Any payment transaction fees charged by the payment processing vendor are the responsibility of Corona. Corona must have a contract with the payment processor to which the solution will be integrated prior to the start date of Functional Testing as defined in the project schedule.
3. Promise Pay Interface Exports
Export out of CIS into Promise Pay will require data mapping and business requirements documentation. Scope and Level of Effort will be unknown until the business requirements documentation is complete, this will be conducted as a part of the change order process.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Task 3 - Implementation Approach
This task covers the implementation approach Advanced will take to upgrade and reimplement Corona’s CIS Solution. Advanced will implement a phased approach as described herein.
Subtask 3.1 – Phase 1 – Project Initiation
The Advanced PM will work with the Corona Project Manager and staff to organize project information for the preparation of the Project Schedule (see Task1). The Advanced PM will organize and present all the information required to start the project and will, at a minimum, address the following areas:
Project Schedule
Software Provisioning in the Advanced Infinity Cloud Platform Training Course Syllabus for Core Team, Technical Team, and End User Training (part of the Training Plan)
Issues Tracking Tool set-up and overview
Access to CIS Infinity Entity Relationship Diagram and Data Dictionary Project Team Contact List which includes users that need access to the Issues Tracking Tool
Overview of the operations of Infinity CIS via online conference Functional Discovery agendas delivery and review
The Advanced PM will oversee the daily activities of the project and work in conjunction with the Corona’s Project Manager and staff to ensure effective management of staff resourcing, forward planning initiatives and day to day project deliveries.
Subtask 3.1 – Deliverables
Subtask 3.1
Deliverables
Project Kickoff Meeting
Initial Project Schedule
Training Course Agenda
Issues Tracking Tool Overview
Project Team Contact List
Subtask 3.1 – Entry Criteria
Criteria Responsible Party
Contracts signed Advanced and Corona
Transition discussion from Sales to Professional Services Advanced and Corona Project Team identified Advanced and Corona
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 3.1 – Exit Criteria
Criteria Responsible Party
Environments provisioned and signed off Advanced and Corona 3.1 Deliverables completed Advanced
Hosted environment(s) setup and CIS application provisioned and accessible by client
Advanced
Connect Cloud environment to on-premise solutions (I.e. legacy systems, printers, email services, etc.)
Corona
Subtask 3.2 – Phase 2 – Functional Discovery Analysis
Advanced will review the detailed data and business requirements of Corona. This analysis will provide an association between Corona’s business practices and the required Infinity CIS configuration.
The Functional Discovery Analysis phase will be led by Advanced and broken out into functional workshops. The workshops review the functional areas of the system and are the basis for how Advanced will configure, and convert the required business functions, business logic and data in the system.
Subtask 3.2.1 – Functional Discovery Analysis Workshops Advanced will conduct Functional Discovery Analysis Workshops. These workshops will be led by Advanced to appropriately review and confirm all required information for the areas listed below.
Advanced and Corona will identify the necessary Corona staff needed to attend these workshops two to four weeks in advance. Reports and Bill Print discoveries as outlined in Subtask 3.4 will be separate from the main functional discovery workshops and will be conducted at a time indicated in the Project Schedule.
Advanced will deliver a Functional Discovery Document that will address the items from the functional requirements and include, at a minimum, the following areas:
1. Foundation
Review of the basic system set up areas and logical business rules including but not limited to account types, servicesand customer/account information.
2. Billing
Review of the entire meter reading to billing process with a review of all processing and exceptions reporting.
3. Rates
Review of the rate tariff and functional requirements for setting up rates, including but not limited to formulas, proration and multipliers .
4. Cashiering
Review of all payment types, interfaces, automated clearing house, endorsements, receipts and unapplied payments processing.
5. Collections
Review of all collections procedures, payment arrangements, exemptions, penalties, notices, disconnections, agency, add to tax/liens, tax certification, bankruptcy and write-off processes including all applicable fees.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Collection process is not currently setup / limited setup exists in the Infinity CIS V3. Advanced will gather the business requirements and configure the collections process in Infinity CIS as part of the upgrade. Corona and Advanced will work on this request together and determine the feasibility in going live with this new feature or to roll it out after Infintiy CIS upgrade is complete. This new change should not impact the upgrade of existing CIS.
Subtask 3.2.1 – Deliverables
Subtask 3.2.1
Deliverables
Functional Discovery Workshop
Functional Discovery Document
Subtask 3.2.1 – Entry Criteria
Criteria Responsible Party
Functional Discovery Agendas delivered Advanced
Chart of Accounts, Rates, Configurable Interfaces Files Layouts, All As Is Process Flows gathered
Corona
Subtask 3.2.1 – Exit Criteria
Criteria Responsible Party
Corona Core Team and/or SME’s attendance at Functional Workshop
Corona
Functional Discovery Workshops conducted Advanced
Functional Discovery Document delivered Advanced
Review and edits/Sign Off of Functional Discovery Document 10 days from receipt of each iterative version
Corona
Subtask 3.3 – Phase 3 – Interface Discovery
Advanced will conduct an Interface Discovery Analysis Workshop. Advanced will provide a Discovery Agenda and working with Corona will identify necessary Corona staff needed to attend this workshop two weeks in advance. Advanced will review with Corona all interfaces identified in Task 2, to be developed in Infinity CIS.
Advanced will summarize the Interface Discovery discussions in an Interface Discovery Summary document that will be provided to Corona to review and update as required.
Below are the minimum topics that will be covered:
Functional (business) requirements analysis
Use Case analysis
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Advanced will create a detailed Business Requirements Document (BRD) and a Use Case Document for each development interface and modification requiring development (items in subtasks 2.1) for review and acceptance by Corona. Configuration only type interfaces identified will not require a BRD.
Advanced will review the documentation with Corona remotely and update as required.
Subtask 3.3 – Deliverables
Subtask 3.3
Deliverables
Interface Discovery Agenda
Interface Discovery Workshop
Interface Discovery Summary
Use Case Document(s)
Subtask 3.3 – Entry Criteria
Criteria Responsible Party
Interface Discovery Agenda delivered Advanced
3rd Party Vendor participation secured (if applicable) Corona Staff SME participation secured Corona
Subtask 3.3 – Exit Criteria
Criteria Responsible Party
Interface Discovery Workshop complete Advanced
SME attendance and 3rd Party Vendor (if applicable) attendance at Interface Discovery Workshop
Corona
Interface Discovery Summary Document delivered Advanced Use Case Document(s) delivered Advanced
Review and edits/Sign Off of Interface Discovery Summary 10 days from receipt of each iterative version
Corona
Subtask 3.4 – Phase 4 – Other Discoveries
Subtask 3.4.1 – Reports Discovery
Advanced will convert the existing standard reports that are part of the Infinity CIS V3 to Infinity CIS v5.
Any custom report built outside of the CIS system and/or custom built in the CIS system will be considered out of scope and will follow the Change Order process as identified in Subtask 1.1. Corona will need to provide the logic to complete these reports.
Advanced will conduct a Reports Discovery Workshop for any custom reports requirements. This workshop will be led by Advanced.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 3.4.1 – Deliverables
Subtask 3.4.1
Deliverables
Reports Discovery
Reports Analysis Spreadsheet
Subtask 3.4.1 – Entry Criteria
Criteria Responsible Party
Reports Analysis Spreadsheet delivered Advanced
Reports Analysis Spreadsheet populated with all Corona’s reports one month prior to scheduled Reports Discovery
Workshop
Corona
Analysis of Reports Discovery Spreadsheet complete and available for Reports Discovery Workshop
Advanced
Subtask 3.4.1 – Exit Criteria
Criteria Responsible Party
Reports Discovery Workshop conducted Advanced
SME attendance at Reports Discovery Workshop Corona
Determination of custom reports delivered in CIS Advanced Subtask 3.4.2 – Bill Print and/or Notices & Receipt Discovery Advanced will convert the existing standard Bill Prints and/or Notices that are part of the Infinity CIS V3 to Infinity CIS v5. Any custom bill prints/notices built outside of the CIS system and/or custom built in the CIS system will be considered out of scope and will follow the Change Order process as identified in Subtask
1.1. Corona will need to provide the logic to complete these changes.
Advanced will conduct a Bill Print/Notice Discovery Workshop for any custom bill print/notice requirements. This workshop will be led by Advanced.
Subtask 3.4.2 – Deliverables
Subtask 3.4.2
Deliverables
Bill Print Discovery Workshop
Bill Print Specifications
Subtask 3.4.2 – Entry Criteria
Criteria Responsible Party
Bill Print Samples provided Advanced
Agenda for Bill Print/Notices & Receipt Discovery delivered Advanced
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Bill print vendor capabilities/restrictions Corona
Subtask 3.4.2 – Exit Criteria
Criteria Responsible Party
Bill Print/Notices & Receipt Discovery Workshop conducted Advanced SME attendance at Discovery Workshop Corona
Bill Print Specifications Document delivered Advanced Review and edits/Sign Off of Use Case Document(s) 10 days from receipt of each iterative version
Corona
Subtask 3.5 – Phase 5 – Data Integrity Check/Clean Up & Initial Data Conversion/Configuration
Subtask 3.5.1 - Version 3 Data Integrity Check and Clean up Prior to the Infinity CIS upgrade conversion, the V3 Integrity Check Utility will be run by Advanced in coordination with Corona within the Version 3 Upgrade Environment. The Version 3 Upgrade Environment must be refreshed from production by Corona prior to running the V3 Integrity Check Utility.
The V3 Integrity Check Utility will report on data integrity issues within the Version 3 database, which, if not resolved, will prevent the successful upgrading of the Version 3 database to the Infinity CIS database.
The V3 Data Integrity Check utility will find and report on data integrity issues, such as missing links (orphaned records), code look-ups and unpopulated required fields, Advanced staff will analyze issues reported by the Integrity Check Utility and prepare SQL scripts as required to resolve data issues and to review with the Corona team via a Data Discovery session. Data fixes will be applied by Advanced in the Upgrade Environment. Corona will review data fixes and once approved, Corona will run scripts and make data changes in your V3 Production Environment.
Subtask 3.5.1 – Deliverables
Subtask 3.5.1
Deliverables
Run V3 Integrity Check Utility on CIS Infinity Version 3 Upgrade Environment (Refreshed)
Identify, resolve and update data changes into CIS Infinity Version 3 Upgrade Environment prior to the initial conversion of the V3 database to Infinity CIS
Initial Configuration Rollout
Develop and run V3 data clean up scripts in the Version 3 Upgrade Environment prior to the initial conversion of the V3 database to Infinity CIS
Refresh Version 3 Upgrade Environment from Version 3
Production Environment
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 3.5.1 – Entry Criteria
Criteria Responsible Party
New data cut that includes 100% of the agreed upon data from CIS V3 and provided no later than 2 weeks prior to Initial Rollout Corona
Data Validation Parameters Finalized Advanced and Corona Functional Discovery Document signed off per timelines outlined in project schedule and no later than 2 months prior to scheduled rollout
Corona
Baseline Accounts established, documented and provided to Advanced
Corona
Subtask 3.5 – Exit Criteria
Criteria Responsible Party
Initial Configuration complete to include no less than 70% of the total configuration requirements outlined in the Functional Discovery Document, excluding all configurable interfaces Advanced
Data Validation reviewed jointly and anomalies under
investigation by both parties
Advanced and Corona
All generic testing documents delivered including: conversion, End to End Testing, Bill Print Scenarios
Advanced
Review of Issues Tracking Tool Advanced
Commencement of conversion testing against Baseline
Accounts
Corona
Subtask 3.5.2 - Infinity CIS Initial Upgrade Conversion, Data Validation and Testing
Once the Version 4 data integrity and cleanup process is complete Advanced will convert Corona’s V3 data and load into Corona’s Infinity CIS Environment.
Advanced will supply a data validation report confirming both Version 3 and Infinity CIS systems are in balance and will release the system for testing by Corona.
The initial Infinity CIS Upgrade Conversion will average one to two days. The length of time necessary for conversion is dependent on several key factors including the size of the current database and number of years of data being converted.
NOTE:
The upgrade conversion routine does not automate the upgrade of interfaces, Corona security settings, hyperlinks, saved reporting criteria, information bars, billing formulas, bill prints, notices & receipts and custom reports. Advanced and Corona will need to configure these manually as identified below.
Advanced is responsible for converting/configuring
All billing formulas required by Corona in Infinity CIS
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Current bill prints, notices and receipts
Generic Information Bars
Interfaces (Delivered at Integration Testing)
Corona is responsible for converting/configuring:
User security
Hyperlinks
- Configuration of security is required for the Integration Testing phase.
Prior to the completion of the Initial Upgrade Conversion Corona will select a group of Baseline Accounts.
Baseline Accounts provide Corona’s staff with a point of reference when completing testing. The Baseline Accounts represent a cross-section of account types and include accounts handled differently than “normal” accounts. For example, a sample of an account for each rate code, an account with automatic withdrawal, accounts with multiple meters, and account with compound meters are all examples of accounts that should be included in Corona’s Baseline Accounts, as applicable.
As part of the Initial Upgrade Conversion, Corona will undertake testing of the Infinity CIS Upgrade conversion. Corona’s project manager will coordinate the completion of the Infinity CIS Upgrade conversion testing and submit any issues identified in Team Support. This testing will provide Advanced with information relating to upgrade conversion anomalies to be corrected. Re-testing of identified conversion issues will be necessary.
During Initial Upgrade Conversion testing (and subsequent test phases), Advanced will access Corona’s server in order to upload data corrections, with the assistance of Corona’s technical staff. The users will re-test anomalies based on initial test results and established Baseline Accounts.
Subtask 3.5.2
Deliverables
Advanced Convert CIS Infinity Version 3 database to Infinity CIS database
Advanced Deliver Data Validation Report which validates conversion accuracy between V3 and V5
Advanced Review and deliver initial V5 data conversion load with Corona
Advanced Time the process to convert and load data
Advanced Configure generic Information Bars
Corona Review and approve the Data Validation Report
Corona Run reports currently used by Corona for balancing system in V3 and V5 to confirm versions are in balance
Corona Load refreshed Infinity CIS test database onto Advanced FTP site (required for troubleshooting and billing formula conversion)
Corona Identify Baseline Accounts for testing
Corona Create test scripts and share with Advanced
Corona Run CIS Infinity V5 Data Validation Tool to compare and validate V3 data.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 3.6 – Phase 6 – Core Team Training
Advanced will provide 2 weeks of Core Team Training to the Corona Core Team.
Core Team Training will be conducted remotely via WebEx for the core team following the initial V5 conversion rollout. Users will be trained to ensure that they can access the system and navigate through Infinity CIS for testing purposes. To ensure an efficient and effective parallel process, Advanced recommends setting up a separate area for testing and training. The core team training is designed to train users on the new user interface (UI) and changes in key functional areas including AccountView, System Administration, Security, Cash, Billing, Collections, Service Orders, Reports, and Inventory. Core Team training assumes users are familiar with Version 3 and Corona’s business processes and does not include introductory or basic training to users unfamiliar with Version 3 functionality and processes.
Subtask 3.6 – Deliverables
Subtask 3.6
Deliverables
Standard CIS Infinity CIS Training Agendas
Completion of Instructor-Led remote Core Team Training Subtask 3.6 – Entry Criteria
Criteria Responsible Party
Agenda delivered Advanced
Where applicable, Training
Room/workstations/software/participants available for training Corona
Infinity CIS System QA’d and prepared for Training Advanced Subtask 3.6 – Exit Criteria
Criteria Responsible Party
Instructor-Led remote Core Team Training delivered Advanced 90% Attendance rate from Core Team at all sessions Corona Subtask 3.7 – Phase 7 – Reports Development and Delivery Reports in Infinity CIS V3 identified during Reports Discovery will be converted to Infinity CIS system for review and acceptance by Corona.
Any custom reports identified at Reports Discovery will be developed and delivered by Advanced once Corona has signed off on the specifications. Any custom reports unidentified at the Reports Discovery will be recognized as out of scope and follow the Change Order Process.
Subtask 3.7 – Deliverables
Subtask 3.7
Deliverables
Custom Reports Specification, Development & Delivery (if applicable)
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 3.7 – Entry Criteria
Criteria Responsible Party
Attendance by SME at Reports Discovery Workshop Corona Reports Discovery Workshop complete Advanced
Subtask 3.7 – Exit Criteria
Criteria Responsible Party
Custom Reports Specification Document(s) delivered for all identified custom reports
Advanced
Review and edits/Sign Off Custom Reports Specification Document(s) 10 days from receipt of each iterative version Corona
Custom Report(s) Delivery at start of ITC1 Advanced
Custom Reports(s) Testing and Signoff no later than the end of UAT
Corona
Subtask 3.8 – Phase 8 – Interface Delivery
Once an interface has been implemented, unit tested and QA’d internally by Advanced, Corona will be notified that the interface is ready to be released and available for testing or Corona will be notified that the interface is ready to be released and deployed in Corona’s environment through an executable or build.
Subtask 3.8.1 – Deliverables
Subtask 3.8.1
Deliverables Interfaces are ready for Corona to test
Subtask 3.8.1 – Entry Criteria
Criteria Responsible Party
File Layout for each interface provided during Interfaces Discovery
Corona
3rd Party Vendor participation in Interface Discovery process (if applicable)
Corona
Subtask 3.8.1 – Exit Criteria
Criteria Responsible Party
Interfaces delivered Advanced
Testing of interfaces with 3rd party vendor participation (if applicable)
Corona
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 3.9 – Phase 9 – Software Testing
Advanced will support all software testing through possible combinations of onsite support, remote support and video conferencing online support. Validated testing criteria will be used to determine if the testing phase is complete and the system is ready for the next cycle of testing. The Advanced PM will provide Corona with generic test scripts. Modification of test scripts to match Corona’s specific business scenarios is the responsibility of Corona. From the test scripts Corona will create an ITC Plan (Integration Testing Cycle), and User Acceptance Test (UAT) Plan.
At the start of each test cycle, a full data conversion using a fresh data extract will be performed to exercise the data conversion process and to update any required data fixes that are found through testing. Data Conversion is an iterative process and will require fixes throughout all testing phases based on the outcomes of each testing phase.
With each data conversion Advanced will provide and Corona will verify all balancing metrics that were agreed upon in the Data Conversion Discovery. Deficiencies found during the Software Testing Phase will be entered into the Issues Tracking Tool for the correction of configuration, data conversion and/or system deficiencies. Deficiencies will be entered into the Issues Tracking Tool by Corona. The Issues Tracking Tool maintains a history of analysis and problem resolution.
The Issues Tracking Tool will be managed and maintained by the Advanced PM and will be reviewed with both Advanced and Corona staff to ensure the issues are being actively worked and tested. The Advanced PM will be proactive in the resolution of items logged in the Issues Tracking Tool so that they will be resolved within a timely manner. The Advanced PM or designate will document to the Corona Project Manager (in detail) the issue or defect, the resolution or workaround alternative, if applicable.
Advanced will provide a technical point of contact during all testing phases, Advanced will provide responses that include justification and mitigation plans, where applicable.
Corona will provide Advanced with evidence through Test Cases utilizing the Advanced Testing Tool (Smartsheet) and various other methods of testing documentation that testing is being done and progressing through the test phases.
The software testing phase is divided into the following test cycles:
Subtask 3.9.1 – Functional Testing
Functional testing will utilize the baseline accounts to confirm that the data conversion and basic functions in the system are working as expected. Individual accounts will be reviewed and will run through a meter to cash process. In the review of these individual accounts, Corona will be tasked with testing each rate element in the system and documenting the results to confirm that the billing process works prior to starting a cycle billing process. This rate testing will be done against a series of baseline accounts and will look at each rate scenario and all of the associated proration activities that can affect a rate calculation.
Functional Testing is modular and does not test the system end-to-end utilizing interfaces.
Subtask 3.9.1 – Functional Testing Deliverables
Subtask 3.9.1
Deliverables
Functional Test Data Conversion Refresh and Validation Report Rates Testing Matrix
Subtask 3.9.1 – Entry Criteria
Criteria Responsible Party
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Configuration complete in accordance to the requirements outlined in the Functional Discovery Document and excluding all interfaces and modifications
Advanced
Data Refresh timelines recorded for the data cut, conversion and load
Advanced and Corona
Customized Testing Documents designed and functional test cases created in Advanced Testing Tool
Corona
Executed Contract with Payment Processor Corona
Subtask 3.9.1 – Exit Criteria
Criteria Responsible Party
Testing of all applicable functional modules using customized test documents and test cases, reporting any anomalies in Issues Tracking Tool
Corona
Retesting of fixed conversion items, testing of conversion additions and report anomalies in Issues Tracking Tool
Corona
Functional Data Validation jointly reviewed and anomalies under investigation by both parties
Advanced and Corona
Rates Testing Completion and anomalies reported in Issues Tracking Tool
Corona
Successful resolution of 70% of critical configuration type tickets reported no less than 15 days from scheduled ITC1 Refresh start date
Advanced
Backup and Restore Site Failover Testing Advanced
Connectivity validated between CIS platform test instance and dependant systems
Advanced
Subtask 3.9.2 - Integration Testing Cycle (ITC)
ITC will utilize test scripts/cases customized by Corona to confirm that the data conversion and business processes are functioning as expected.
ITC1 is intended to exercise full scale testing of the system incorporating the testing of interfaces and modifications scheduled for ITC1. It includes testing of all end to end processes and all Corona Owned Control Forms (service orders, actions, letter generation, security, admin).
Subtask 3.9.2 – Integration Testing Deliverables
Subtask 3.9.2
Deliverables
ITC1 Data Conversion Refresh and Validation Report
ITC1 Build Release for Modifications
Subtask 3.9.2 – Entry Criteria ITC1
Criteria Responsible Party
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Completion of testing of all applicable functional modules using customized test documents and test cases and anomalies
reported in Issues Tracking Tool
Corona
Customized Testing Documents designed and ITC1 test cases created in Advanced Testing Tool
Corona
Successful retesting of fixed conversion items and testing of remaining conversion additions. Anomalies reported in Issues Tracking Tool
Corona
ITC Data Validation reviewed jointly and anomalies under investigation by both parties
Advanced and Corona
Rates Testing Completed and any anomalies reported in Issues Tracking Tool
Corona
Successful resolution of 70% of critical path configuration type tickets reported no less than 10 days from ITC1 Refresh start date
Advanced
Interfaces complete Advanced
Corona Owned Control Forms 60% complete which must
include Service Order Types
Corona
Infinity CEP configuration/GUI commencement Advanced
Corona Payment Processor set up complete and ready for integration testing with Infinity CIS
Advanced
Subtask 3.9.2 – Exit Criteria ITC1
Criteria Responsible Party
Technical and training daily support for initial week of ITC1 Testing
Advanced
Build Release(s) (if applicable) applied for Interfaces Advanced Testing of interfaces with 3rd party vendor participation (if applicable) and anomalies reported in Issues Tracking Tool Corona
Successful resolution of 80% of critical path configuration type tickets reported no less than 10 days from scheduled UAT Refresh start date
Advanced
Successful resolution of 80% of conversion type tickets reported no less than 10 days from scheduled UAT Refresh start date Advanced
Bill Print Testing complete and anomalies reported in Issues Tracking Tool
Corona
Reports Testing Complete and anomalies reported in Issues Tracking Tool
Corona
Cycle Billing Testing Complete and anomalies reported in Issues Tracking Tool
Corona
Corona Owned Control Forms 80% complete Corona
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 3.9.3 - User Acceptance Testing (UAT)
The final phase of testing is UAT and starts with a code freeze. Only critical path items will be altered during this phase as agreed upon by both parties after analyzing the risk of introducing these changes.
Once complete, the UAT constitutes acceptance of the system as ready for Go Live. In combination with staff training readiness and organization readiness, the UAT and its acceptance help to drive the Go/No Go criteria that lock down the live date of the software.
Advanced will coordinate with Corona to select the integration test scripts that will be used during UAT.
The Advanced PM will work with Corona to ensure that test results for each testing phase provide evidence that Infinity CIS capabilities have been properly integrated and tested in Corona’s test environment. Advanced will work with Corona to support performance tests.
Subtask 3.9.3 – User Acceptance Testing Deliverables
Subtask 3.9.3
Deliverables
UAT Data Conversion Refresh and Validation Report
UAT Acceptance Criteria
Subtask 3.9.3 – Entry Criteria
Criteria Responsible Party
UAT Data Validation reviewed jointly and anomalies under investigation by both parties
Advanced and Corona
Retested interfaces and modifications with 3rd party vendor participation (if applicable) and anomalies reported in Issues Tracking Tool
Corona
Successful resolution of 90% of critical path configuration type tickets reported no less than 10 days from scheduled UAT Refresh start date
Advanced
Successful resolution of 90% of conversion type tickets reported no less than 10 days from scheduled UAT Refresh start date Advanced
Bill Print Testing completed and signed off Corona
Reports Testing completed and signed off Corona
System Code Freeze Advanced
Final review of Corona Owned Control Forms Corona
Subtask 3.9.3 – Exit Criteria
Criteria Responsible Party
Successful testing of all end to end processes Corona Successful resolution of all critical path conversion and configuration type tickets
Advanced
Successful completion of all Corona Owned Control Forms Corona Regression and stress test executed successfully Corona
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Successful testing of Payment Processor Corona
Subtask 3.10 – Phase 10 – End User Training
Advanced will provide 1 week of Infinity CIS End User training to Corona to secure a working knowledge of Infinity CIS. As part of the Training Plan, Advanced will work with Corona to jointly create the appropriate Training Matrices (part of the Training Plan) that will identify classes and the Advanced and Corona staff attendance needs. End User training assumes users are familiar with Version 3 and Corona’s business processes and does not include introductory or basic training to users unfamiliar with Version 3 functionality and processes.
End User Training will be conducted by a combination of instructor led sessions in accordance with the Training Matrix and with Corona availability to answer participant questions pertaining to Corona business practices.
Each End User training session will have an attendance sheet that matches the End User training schedule. Once each session is complete, Corona will sign-off on a Training Session Sign-off Form signifying that the training session has been completed.
Subtask 3.10 – Deliverables
Subtask 3.10
Deliverables
Completion of Instructor Led End User Training
Training Session Attendance Report
Training Session Signoff form
Subtask 3.10 – Entry Criteria
Criteria Responsible Party
End User Training Plan Matrix delivered Advanced
End User Training Plan Matrix completed Corona
End User Training Schedule created Advanced and Corona Subtask 3.10 – Exit Criteria
Criteria Responsible Party
All End User Training sessions required for Go Live complete Advanced End Users absent or requiring additional assistance/training from End User Training identified
Advanced
Additional training plan developed and provided to End Users identified as requiring additional assistance/training complete for Go Live
Corona
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 3.11 – Phase 11 – Cut-Over Plan/Go/No Go Criteria Corona will assist Advanced in the construction of Go/No-Go criteria. These criteria shall be used to determine whether or not to proceed to Phase 12 - Transition to Live. Criteria shall be measured on a weekly basis starting no later than the commencement of User Acceptance Testing. When all criteria are met, Corona shall issue formal authorization to proceed with the Cut-Over Plan to production.
The Advanced PM will develop a Cut-Over Plan throughout the lifecycle of the project in preparation for a final transition to live. This plan details the steps and responsibilities for Advanced and Corona to transition the CIS Solution to Corona production (live) environment. The Cut-Over Plan will include but not be limited to the following items:
Full emergency contact information
Detailed steps and communications of when data extract is obtained and data conversion is returned
Ordered steps for ensuring balancing of the system
Determination of whether a test system is refreshed at the same time as production for any required process testing
Post-cut-over checklist
Criteria that determine when the system will be turned over to end user staff A formal release from Advanced that documents that the system has been handed to Corona in full balance
Subtask 3.11 – Cut-Over Plan/Go/No Go Deliverables
Subtask 3.11
Deliverables
Go/No Go Criteria
Cut-Over Plan
Formal Corona Authorization to Transition to Live
Subtask 3.11 – Entry Criteria
Criteria Responsible Party
System is in a readiness state for all critical path items Advanced and Corona Corona has invoked Change Management plan (employees, customers, vendors)
Corona
End Users trained Advanced or Corona
Subtask 3.11 – Exit Criteria
Criteria Responsible Party
Cut-Over Plan finalized Advanced and Corona
Organizational Readiness Plan finalized Advanced and Corona Go/No Go Meeting Advanced and Corona
Authorization to Go Live Corona
Post Cut-Over List of Tasks Advanced and Corona
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Subtask 3.12 – Phase 12 – Transition to Live
The cutover to live will occur over a weekend and will be coordinated by the Advanced PM and Corona staff.
The transition to live will have a new and final data conversion in which the data validation parameters, bill codes, rate mapping and transaction codes will all be approved by Corona and the Advanced PM.
Subtask 3.12 – Deliverables
Subtask 3.12
Deliverables
Final Cut-Over Plan Report
Final Release Data Conversion Refresh and Validation Report AR Balancing Report
Year and month active confirmation
AR Summary Details Report
Transaction Code Report
Rates Report
Subtask 3.12 – Entry Criteria
Criteria Responsible Party
Execution of Cut-Over Plan Advanced and Corona
End Users trained Advanced and Corona
3rd Party Vendors communicated and on board Corona
Execution of Organizational Readiness Plan Advanced and Corona Connectivity validated between CIS platform production instance and dependant systems
Advanced
Subtask 3.12 – Exit Criteria
Criteria Responsible Party
Go Live Signed Off Corona
Post Live Items identified Advanced
Subtask 3.13 – Phase 13 – Post Go Live
Advanced will assist Corona throughout the post live implementation phase to identify and respond to any needs and concerns. During the Post Go Live period, Advanced will supply, as per the agreement, remote communications, and online support through video conferencing to ensure a smooth transition to Customer Success. During this phase of the project, the following items will be supplied to Corona:
Weekly PM and technical staff meetings to review all high-priority items. Remote communications and video conference customer support. Introduction and transition to Support.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Throughout the Post Go Live period, the Advanced PM will continue to act as primary resource for all issues. Upon completion of the Post live support period, Corona will transition to the Advanced’s Customer Success Department as per the Support and Maintenance agreement.
Subtask 3.13 – Deliverables
Subtask 3.13
Deliverables
Monthly Post Live Support Log
Transition to Support
Subtask 3.13 – Entry Criteria
Criteria Responsible Party
Go Live Signed Off Corona
Post Live Punch List Items Identified Advanced
Subtask 3.13 – Exit Criteria
Criteria Responsible Party
Post Live Punch List Items resolved Corona and Advanced Project Completion documented Advanced
Transition to Customer Success Group Advanced
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Schedule 1 – Fee Structure and Payment
Milestones
Fee Structure
V3 to V5 Upgrade Professional Services Fees
Line Item Price
Infinity CIS v5 Installation/Configuration $ 50,400.00
Project Management $ 109,200.00
Discoveries $ 28,350.00
Conversion $ 46,200.00
Testing Assistance $ 50,400.00
Interfaces $ 42,000.00
Training $ 16,800.00
Enviromment Setup $ 16,800.00
Post Live Support $ 16,800.00
Customer Testing Assistance $ 50,000.00
Advanced 25th Anniversary Discount ($ 75,600.00)
Total $ 351,350.00
V3 to V5 Upgrade License Fees
Line Item Price
5 Additional Infinity v3 CIS Licenses $ 32,500.00
Advanced 25th Anniversary Discount ($ 8,125.00)
Total $ 24,375.00
V3 to V5 Upgrade Annual Fees
Line Item Price
Infinity v5 Platform $ 13,650.00
Infinity Cloud Hosting $ 77,416.00
REST API $ 20,000.00
REST API Discount ($ 20,000.00)*
5 Additional Infinity CIS Licenses $ 8,125.00
Total $ 99,191.00**
*This REST API discount is perpetual.
**Annual fees outlined here are in addition to 2023 recurring fees and any other existing agreements between the parties.
Note: Additional services required by Corona through the end of Post Live and approved through the Change Control Process (e.g. requirement changes or changes to the project scope) will be billed at a rate of $250/hour. Services required after that period will be billed in accordance with the Support and Maintenance Agreement.
Note: Existing Maintenance and Support fees are reflected in the MSA.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Payment Milestones
Professional Services:
Reference Milestone – Corona will be billed according to the completion of the Milestone Invoice Amount Del # from Appendix CT1 Contract Signing $ 71,270.00 n/a
MP1 Installation of Infinity CIS $ 28,000.00 12
MP3 Delivery of Functional Discovery Workshops $ 28,000.00 31 MP4 Initial Conversion Rollout $ 28,000.00 32
MP5 Initial Configuration Rollout $ 56,080.00 35
MP6 Completion of Core Team Training $ 28,000.00 36
MP7 Data Refresh #2 Load (Functional Testing) $ 28,000.00 39 MP8 Data Refresh #3 Load (ITC) $ 28,000.00 43
MP9 Data Refresh #4 Load (UAT) $ 28,000.00 44
MP10 Data Refresh #5 Load (Go-Live) $ 28,000.00 51
Total Services $ 351,350.00
License Fees:
Fee Type Milestone Invoice Amount
Additional
CIS Licenses 100% due on Contract Signing $ 24,375.00
Annual Fees:
Fee Type Milestone Invoice Amount
Infinity v5
Platform 100% due on Infinity CIS v5 Go Live. $ 13,650.00
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Fee Type Milestone Invoice Amount
Infinity Cloud
Hosting
100% due on Infinity CIS v5 installation to a non-production environment. $ 77,416.00
Additional
CIS Licenses
100% due on Contract Signing $ 8,125.00
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Termination:
Unless Advanced and/or Corona exercises its right to terminate this quote due to material breach or default, Advanced must provide, and Corona must purchase, Services from Advanced for the items defined within this quote.
If Corona and/or Advanced exercises its right to terminate this quote due to material breach or default, or Corona and/or Advanced terminates this quote without cause, Corona’s obligation includes the following:
1. Provide notice of 10 calendar days for termination without cause;
2. Return the Software to Advanced and certify, under the hand of a duly authorized officer of the Organization, that all copies of the Software or any part thereof, in any form, within the possession or control of the Organization have been returned to Advanced. (if applicable)
3. Complete payment for services performed and expenses incurred prior to termination including:
a. Any amounts previously invoiced but unpaid;
b. Fees for services performed through the termination date which has not been invoiced; and
c. Any approved Travel and Living costs.
Advanced’s obligation includes the following:
1. Provide notice of 10 calendar days for termination without cause.
Under no circumstances shall Advanced be liable for any special, indirect, consequential, punitive or incidental damages of any kind and shall not be liable for loss of profits, works stoppage, system failure or malfunction, loss of data or any other damages or losses in connection with this statement of work, even if Advanced has been advised of the possibility of such damages. In any event, Advanced shall not be liable to pay any amount, in the aggregate, that is greater than the fees received by Advanced under this statement of work.
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Approvals
IN WITNESS WHEREOF the parties hereto have duly executed this Scope of Work to be effective as of the Effective Date.
N. HARRIS COMPUTER CORPORATION
Per:
Name: Hari Subramaniam
Title: Executive Vice President
Date:
City of Corona
Per:
Name:
Title:
Date:
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
Appendix – Table of Responsibilities
(Deliverables)
Del
#
Task
Per
SOW
Subtask
Per
SOW
Name
Deliverable Description/Definition Deliverable
Lead
1 1 1.2 Weekly and Monthly Status
Meetings & Reports
Project meetings to be attended by Advanced and
Corona. Project core team members to discuss work in
progress, issues, risks, actions, near-term planned
activities and associated resource commitments.
Status reports to document project progress.
Advanced
2 1 1.3 Quarterly Sponsor Meeting
Meeting attended by Advanced and Corona Project
Manager and Project Sponsors to review project
status.
Advanced
3 3 3.1 Environment ready for Software
Provisioning
Application and database server (production and test)
provisioned, and the operating system and database
software have been loaded.
Advanced/
Corona
4 3 3.1 Project Kick-Off Meeting Kick-off meeting held with the project team. Advanced 5 3 3.1 Draft Project Schedule
Initial draft Project Schedule delivered at project
kickoff meeting. Project Schedule updates performed
throughout the project. The schedule is updated for
refinements to tasks, and percent complete inclusive
of resource updates and timeframe updates. Both
parties will commit to staffing and resources to meet a rolling 3-month window.
Advanced
6 3 3.1 Risk Management Plan
Plan that defines how project risks will be logged,
prioritized, assigned and managed to closure using a
jointly agreed resolution strategy. Risk Log will be
reviewed at project status meetings.
Advanced
7 3 3.1 Communication Plan Plan that defines the Project Strategy for communicating internally within the Project Team.
Advanced
8 3 3.1 Change Management Plan Plan that defines the strategy for communicating with employees and externally.
Corona
9 3 3.1 Change Control Process
Process that defines how changes to project scope will
be logged, approved, and managed as agreed to by
both parties.
Advanced
10 3 3.1 Training Plan
Plan that defines Corona resources to be trained, the
courses to be delivered, materials, locations, facilities and other resources.
Advanced
11 3 3.1 Test Plan Plan that defines Corona’s testing approach. Advanced 12 3 3.1 Infinity CIS Server Provisioning Provisioning of Infinity CIS on Infinity Cloud Platform Advanced 13 3 3.1 Access Training Access to client instances in Infinity Cloud Platform training for technical personnel.
Advanced
15 3 3.1 Training Courses Syllabus
Document that outlines the duration, prerequisites
and topics to be covered during the Advanced
delivered standard training courses.
Advanced
16 3 3.1 Project Team Contact List Project listing of all Advanced and Corona project team members’ contact information.
Advanced
17 3 3.1 System Overview Infinity CIS system overview demonstration Advanced 18 3 3.1 Issues Tracking Tool Overview
and Set up
Advanced will provide Corona with and overview of
the Issues Tracking Tool, the online tool for
documenting and tracking issues as part of the overall
implementation. Corona users will be provided with
user ids and passwords which also provide access to
the Software Entity relationship diagrams and the
Data Dictionary.
Advanced
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
19 3 3.1 Functional and Data Conversion
Discovery Workshop Agendas
Documents that outline the business and conversion
processes to be discussed during the Functional and
Data Conversion Discovery Workshops.
Advanced
20 3 3.2 Data Requirements for
Functional Workshops
Corona to provide business process documentation as
identified in Subtask 3.2.
Corona
21 3 3.2.1 Functional Discovery Analysis
Workshop
Sessions that will assist Advanced in learning Corona
business processes and educating Corona about the
features and limitations of the software. Advanced
will lead the sessions with Corona business process
experts participating.
Advanced
22 3 3.2.1 Functional Discovery Document
Document that captures all learning and
understanding gained in the Functional Discovery
Analysis Workshops. Document will serve as a
template for configuring the software.
Advanced
23 3 3.3 Interface/Enhancements
Discovery Workshop Agendas
Documents that outline the items to be discussed
during the Interface/Enhancement Discovery
Workshop.
Advanced
24 3 3.3 Interfaces/Enhancements
Workshop
Session that will aid Advanced in understanding
modification requirements and the third-party
systems’ interfacing capabilities to determine the best approach for interfacing with the identified third party systems.
Advanced
25 3 3.3 Business Requirements
Document
BRD and/or Use Case Documentation for
interfaces/Enhancements identified in Task 2.1 and
2.2. Rollout document for interfaces identified in
Subtask 2.2.
Advanced
26 3 3.4.1 Reports Discovery Workshop
Sessions to review the reporting requirements of
Corona. Advanced will lead the sessions with Corona
business process experts participating.
Advanced
27 3 3.4.1 Reports Analysis Spreadsheet
Document that lists all reports provided by Corona
and designates those reports that are standard within
Infinity CIS and those that require modification.
Advanced
28 3 3.4.2 Bill Print Discovery Workshop
Session to review of all bill print types, notices,
receipts including a review of the bill printing and bill re-printing processes. Advanced will lead the sessions
with Corona experts participating.
Advanced
29 3 3.4.2 Bill Print Specification Specification for bill print design Advanced 30 3 3.5.1 Initial Data Conversion Load Loading of initial conversion by Advanced on Corona’s system.
Advanced
31 3 3.5.1 Baseline Accounts Corona, with Advanced’s assistance will identify baseline accounts to be used for testing.
Corona
32 3 3.5.1 Data Validation Results
Report that documents the results of the agreed upon
conversion validation parameters for both the source
and target data.
Advanced
33 3 3.5.1 Initial System Configuration
Rollout
Configuration of the control forms and rates by
Advanced based on the Functional Discovery
document.
Advanced
34 3 3.5.2 Initial CIS Upgrade Conversion,
Data validation Testing
Advanced will convert Corona’s V3 data load into
Corona’s CIS Infinity Environment. Advanced will
supply data a data validation report confirming both
version 3 and Infinity CIS are in balance and will
release the system for testing by Corona
Advanced
35 3 3.6 Training Agendas Standard Training Agenda for each training course identified in the Training Plan.
Advanced
36 3 3.6 Core Team Training
Execution and completion of Core Team training per
the Training Plan. Training will include the Issues
Tracking Tool training.
Advanced
37 3 3.7 Custom Reports Delivery Delivery of custom reports identified in the Reports Analysis Spreadsheet.
Advanced
38 3 3.8.1 Interface Configuration, Testing
and Rollout
Configuration, testing, and rollout of configuration
type interfaces that have been identified in Task 2.2 of this SOW.
Advanced
39 3 3.9.1 Functional Test - Data Conversion
Data Load & Validation
Loading of conversion data by Advanced on Corona’s
system. Includes audit report that documents the
Advanced
Exhibit 1 - CIS Version 5 Upgrade Scope of Work.docxCorona V5 Upgrade - Master Scope of Work.docx
results of the agreed upon conversion validation
parameters for both the source and target data.
40 3 3.9.1 Generic Test Scripts Generic Integration Test scripts provided by Advanced to test system functionality.
Advanced
41 3
3.9.1,
3.9.2,
3.9.3. System Testing
Corona to conduct testing as outlined in the Test Plan, document test results (pass/fail) and log any issues in the Issues Tracking Tool for resolution by Advanced.
Corona
42 3 3.9.1 Rates Testing Matrix
Document outlining all necessary rates and rate
scenario’s to be tested. Corona is responsible for
testing and confirming all rates and rate scenarios are accurate and reflect the billing requirements of
Corona.
Advanced
43 3 3.9.2 Build Releases (ITC1) Installation of new builds on Corona’s system which include Corona’s modified software and interfaces.
Advanced
44 3 3.9.2
Integration Test - Data
Conversion Data Load &
Validation
Loading of conversion data by Advanced on Corona’s
system. Includes audit report that documents the
results of agreed upon conversion validation
parameters.
Advanced
45 3 3.9.3
User Acceptance Test - Data
Conversion Data Load &
Validation
Loading of conversion data by Advanced on Corona’s
system. Includes audit report that documents the
results of the agreed upon conversion validation
parameters for both the source and target data.
Advanced
46 3 3.10 End User Training, Signoff and
Attendance Report
Execution and completion of End-User training per the
Training Plan. Each training session will have an
Attendance Report.
Advanced
47 3 3.11 Go/No Go Criteria Document
Document that identifies the criteria that will be
adhered to enable cutover to Production to proceed.
It includes metrics to evaluate project management
readiness, business solution testing readiness,
business readiness, IT infrastructure readiness and
reorganization/people readiness.
Advanced
48 3 3.11 Go / No Go Decision Document
approved for Go Live
Document that defines the outcomes of application
readiness based on the defined Go/No Go Criteria
document and Cutover Plan defined. The result will
be a decision to Go-live or to identify issues that will need to be resolved prior to Go-Live or can be
deferred to post go-live. The decision to transition to Go Live will be approved when the items defined in
the Cut-Over and readiness assessment has been
successfully achieved and there are no significant
agreed upon issues that will impact transition to
Production.
Advanced
49 3 3.11 Cutover Plan
Document that defines steps and responsibilities of
Advanced and Corona during transition to Production.
Includes steps to achieve system balance and includes
a conversion cutover plan.
Advanced
50 3 3.12 Go Live - Data Conversion Data
Load & Validation
Loading of conversion data by Advanced on Corona’s
system. Includes audit report that documents the
results of the agreed upon conversion validation
parameters for both the source and target data.
Advanced
51 3 3.12 Go Live
System is operating and being used. Balancing of
legacy and Advanced CIS has been validated and
signed-off by Corona.
Advanced
52 3 3.13 Completion of Post Live Support Conclusion of Post live support period, which includes remote and online video conferencing.
Advanced
53 3 3.13 Customer Success Transition
Meeting
A transition meeting to transfer from the project
implementation phase to the support phase of the
contract.
Advanced