Agenda packet — Finance Committee, February 27, 2023 (part 2 of 3)

 United Pavement Maintenance, Hughson, CA, for an annual cost not to exceed $200,000.

Garrett Thompson Construction (primary) and United Pavement Maintenance (secondary) were both awarded two-year agreements with three one-year extension options, , with each one-year extension requiring approval by City Council, for a total combined annual cost not to exceed $4,306,500.

On December 4, 2018, staff provided Council an informational report on the hot patch agreements. The report included information on the Utilities Department’s progress on hot patch work, on-site job inspections, invoice review, certified payroll review, and contractor status review. The results of this review identified that all of the work being performed by Garrett Thompson Construction and United Pavement Maintenance met all agreement obligations at that time.

However, in May 2019, the City terminated the agreement with Garrett Thompson for failure to maintain insurance coverage as required by the agreement, resulting in the need for a secondary provider in order to maintain primary and back-up contractor support once United Pavement became the primary vendor.

On July 9, 2019, by Resolution 2019-344, Council authorized the agreement with Patch Crew, Modesto CA. for an annual estimated amount of $400,000, and a total annual combined amount of $4,306,500 between United Pavement Maintenance and Patch Crew, making Patch Crew the secondary service provider.2
On March 10, 2020, by Resolution 2020-128, Council authorized the first one-year extension option with both United Pavement Maintenance, Hughson CA and Patch Crew, Modesto CA without exceeding a total annual combined amount of $4,306,500 between both providers.

On April 6, 2021, by Resolution 2021-106, Council authorized the second one-year extension option with both United Pavement Maintenance, Hughson CA. and Patch Crew, Modesto CA. without exceeding a total annual combined amount of $4,306,500 between both providers.

On April 5, 2022, by Resolution 2022-155, Council authorized the third one-year extension option with United Pavement Maintenance, Hughson, CA without exceeding a total annual amount of $3,906,500. During this extension option Patch Crew, Modesto, CA had declined to execute the final extension option due to the fact City Staff had not utilized the agreement.

DISCUSSION:

Staff continues to monitor the agreement by matching invoices to their work orders, requiring invoices to include square footage and depth. With the change in primary Contractor, staff continues to work with United Pavement Maintenance to ensure that invoiced quantities are accurate. City staff confirmed there have been no issues with prior or current year audits of the work performed and what is being billed to the City. City Staff is requesting to extend this 2 Since, the authorization by City Council Resolution 2019-344 to issue an agreement with Patch Crew, Modesto CA and due to the current COVID-19 conditions city staff has not utilized the agreement. #3..
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Finance Committee Meeting, February 27, 2023
First Amendment for Hot Patch Work

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agreement for Hot Patch Work due to other bid processes taking precedence and there being an insufficient amount of time to prepare a new Invitation for Bid (IFB) prior to expiration.

Adequate funds remain available in order to extend the agreement without additional fiscal impact.

FISCAL IMPACT:

As of January 30, 2023, total expenditures were $853,062 for year five of the agreement. Dollar figures include payments to Garrett Thompson, United Pavement Maintenance and Patch Crew which are all less than the annual cost authorized under this agreement. The remaining balance is an estimated amount of $3,053,438 which will be rolled over to be used in year 6.

Year Year 1 Year 2 Year 3 Year 4 Year 5 Total Spend
Garrett Thompson
Construction $1,647,423 $6,113 - - - $1,653,536
United Pavement
Maintenance $133,516 $2,195,746 $1,654,218 $1,898,971 $853,062 $6,735,513 Patch Crew - - - - - $-
Year Spend $1,780,939 $2,201,859 $1,654,218 $1,898,971 $853,062 $8,389,049 The table above, shows the annual spend has stayed under the annual estimated amount.

Funds are budgeted in Water Fund accounts 4100-45020-53150, 4100-45040-53150 and various Water Fund CIP projects. Funds are also budgeted in Wastewater Fund accounts 4210- 44313-53100, 4210-44314-53100 and Stormwater Fund account 4480-44222-53100.

RECOMMENDED COMMITTEE ACTION:

Staff Recommendations:

Motion approving the First Amendment with United Pavement Maintenance, Hughson, CA., for Hot Patch Work to extend the term of the Agreement from May 21, 2023 to May 21, 2024 and forwarding to Council for approval.

DeAnna Christensen, Director of Finance
William Wong, Director of Utilities
Joseph P. Lopez, City Manager
Attachments:

1. First Amendment

2. Agreement
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1 FIRST AMENDMENT TO PURCHASE AGREEMENT

FOR FURNISHING OF HOT PATCH WORK,
UNITED PAVEMENT MAINTENANCE, INC.

This FIRST AMENDMENT to the PURCHASE AGREEMENT (the “FIRST AMENDMENT”), made and entered into in the City of Modesto, State of California, this ______ day of ______________, 2023, by and between the City of Modesto, a municipal corporation of the State of California, hereinafter called CITY, and United Pavement Maintenance, Inc., Hughson, CA hereinafter collectively referred to as CONTRACTOR.

This FIRST AMENDMENT is made with reference to the following recitals:

A. A PURCHASE AGREEMENT NO. 140254, hereinafter referred to as the “AGREEMENT” was entered into by and between CITY and CONTRACTOR on the 22nd day of May 2018 to provide the furnishing of Hot Patch Work.

B. CITY and CONTRACTOR desire to amend the AGREEMENT for the furnishing of Hot Patch Work, by extending the original term date from May 21, 2023 to May 21, 2024.

NOW, THEREFORE, the parties hereto mutually agree to the following:

1. Section 1 “Term of the Contract” of the AGREEMENT shall be amended to include the following:

YEAR SIX: MAY 22, 2023 THROUGH MAY 21, 2024

2. Except as modified and amended by this FIRST AMENDMENT, all other provisions of the AGREEMENT shall remain unchanged and in full force and effect. #3..
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2 IN WITNESS WHEREOF, the CITY OF MODESTO, a Municipal Corporation, has authorized the execution of this FIRST AMENDMENT to the (AGREEMENT) in duplicate by its Director of Finance under authority of Resolution No. 2023- , adopted by the Council of the City of Modesto on the ________ day of _________________, 2023, and United Pavement Maintenance, Inc., has caused this FIRST AMENDMENT to the (AGREEMENT) to be duly executed.
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MODESTO

CALIFORNIA

CITY OF MODESTO

PURCHASING DIVISION
1010 TENTH ST., SUITE 5300
MODESTO, CA 95354
TEL: (209) 577-5405 FAX: (209) 544-8821
ANNUAL AGREEMENT NO. 140254
VENDOR:

UNTTED PAVEMENT
MAINTENANCE, INC.
7027 HUGHSON AVE
HUGHSON, CA 95326
SHIP TO:

CITY OF MODESTO

WATER DIVISION
501 N. JEFFERSON ST.

MODESTO, CA 95354
INVOICE TO:

CiTY OF MODESTO

ACCOUNTS PAY ABLE
P.O. BOX 642
MODESTO, CA 95353
ANNUAL AGREEMENT FOR THE FURNISHING OF HOT PATCH WORK ON AN "AS NEEDED" BASIS FOR THE CITY OF MODESTO, UTILITIES DEPARTMENT.

PER REQUEST FOR BlD NO. 1718-05-R.8, RESO. 2018-188 NOT TO EXCEED ANNUAL COST OF $200,000 .

I. TERM OF THE CONTRACT: THE TERM OF THE CONTRACT SHALL BE FOR A PERIOD OF TWO (2) YEARS WITH THREE (3) ONE·YEAR EXTENSION OPTIONS AT THE SOLE DISCRETION OF CITY, FOR A TOTAL OF FIVE (5) YEARS.

YEAR ONE: MAY 22, 2018 THROUGH MAY 21,2019
YEAR TWO: MAY 22, 2019 THROUGH MAY 21 ,2020
APPROVAL OF ANY ONE YEAR EXTENSION OPTION WILL REQUIRE APPROVAL BY CITY COUNCIL.

YEAR THREE: MAY 22, 2020 THROUGH MAY 21, 2021
YEAR FOUR: MAY 22,2021 THROUGH MAY 21, 2022
YEAR FIVE: MAY 22, 2022 THROUGH MAY 21, 2023
DIR PROJECT ill NO. 24420 I
TI·1IS IS A PREVAILING WAGE JOB. PURSUANT TO PROVISIONS ON SECTION 1770, ET SEQ. , OF THE LABOR CODE OF THE STATE or CALIFORNIA,IT SHALL BE MANDATORY UPON THE CONTRACTOR TO PAY ITS

EMPLOYEES THE GENERAL PREVAILING RATE OF WAGES AS DETERMIN ED BY THE DIRECTOR OF THE DEPARTMENT OF INDUSTRIAL RELATIONS NO CONTRACTOR. OR SUBCONTRACTOR MA Y BE LISTED ON A

BID PROPOSAL FOR A PUBLIC WORKS PROJECT UNLESS REGISTERED WITH THE DIR PURSUANT TO LABOR CODE SECTION 1725.\. SUBJEcr TO TilE LIMITED EXCEPTIONS CONTAINED IN SECTION 1771.I(A) #3..
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OF THE LABOR CODE. NO CONTRACTOR OR SUBCONTRACTOR MAY BE AWARDE:D A CONTRACT FOR PUBLIC WORKS UNLESS REGISTERED WITH THE DIR PURSUANT TO LABOR CODE SECTION 1725 .5.

2. PRICING SHALL REMAIN FIRM FOR THE FIRST TWO (2) YEARS OF THE AGREEMENT.

IF, AND WHEN, EXTENSIONS ARE APPROVED IN YEARS 3, 4 AND 5, ANY ADJUSTMENT IN PRICING SHALL BE BASED UPON CALTRANS ASPHALT PRICE INDEX LOCATED AT:

HTTP://WWW.DOT.CA.GOViHO·CONS]RUCICRUDEOILINDEXI

THE CALIFORNIA STATEWIDE CRUDE OIL PRICE INDEX IS DETERMINED EACK MONTH ON OR ABOUT THE

THIRD BUSINESS DA Y OF THE MONTH BY THE DEPARTMENT USTNG THE AVERAGE OF THE POSTED CRUDE OIL PRICES IN EFFECT FOR THE PREVIOUS MONTH AS POSTED BY CHEVRON, EXXON MOB!LE AND CONOCOPHILLIPS FOR THE BUENA VISTA AND MIDWAY SUNSET FIELDS. A THIRTY (30) DAY WRITTEN NOTICE OF A REQUEST FOR AN ADJUSTED PRICE IS REQUIRED IN WRITING . ANY PRICE ADJUSTMENT SHALL BE NEGOTIATED BY THE PURCHASING DIVISION.

FOR ADJUSTMENTS TN THOSE YEARS THAT ARE LESS THAN 5 PERCENT DIFFERENT FROM THE LATEST PUBLISHED INDEX ON THE DAY OF THE BID OPENTNG W!LL NOT BE CONSIDERED. ADDITIONALLY, THE

PERCENT CHANGE IN INDEX WILL NOT BE THE PERCENT CHANGE TO THE OVERALL PER SQUARE FOOT PRICE. THE PERCENT CHANGE WILL BE APPLIED TO THE RA W MATERIAL COST OF HOT MIX ASPHALT PER TON. THlS WILL BE CALCULATED BY APPLYTNG THE ADJUSTMENT PERCENT BY THE RATIO (PERCENT) OF MATERIAL COST VERSUS UNIT PRICE PER SQUARE FOOT LISTED ON THE RFB FORM.

For future price adjustments, Raw Material cost versus Unit Price:

Ratio Percent
Raw Material/Unit Price x 100=
For example, if your Unit Price is $4.00 per square foot, and the raw asphalt material cost is $1.00 ofthe $4.00 unit price, your ratio (percent) would be 0.25 or 25 oercent.

REFER TO ATTACHMENT "A" FOR CONTRACTUAL PRICING

3. USAGE: NO MlNIMUM OR MAXIMUM QUANTlTlES ARE GUARANTEED OR IMPLIED.

4. PAYMENT: ALL INVOICES SHALL BE PAID IN FULL WITHIN THIRTY (30) DAYS AFTER COMPLETION AND

ACCEPTANCE OF THE SERVICE BY THE CITY, AND RECEIPT OF A PROPERLY PREPARED INVOICE IN

DUPLICATE, SUBJECT TO CASH DISCOUNTS ALLOWED AND STATED TN THE BID DOCUMENT

5. TNYOICING: INVOICE SHALL REFERENCE AGREEMENT NO. 140254. THE INVOICE SHALL INCLUDE THE FIRST AND LAST NAME OF THE PERSON REQUESTING THE SERVICE. ALL INVOICES SHALL BE EMAILED DIRECTLY TO ACCOUNTS PA YABLE AT [email protected] .

6. CONTRACTUAL CHANGES: CHANGES OF A CONTRACTUAL OR BUSTNESS NATURE SHALL BE EFFECTED

ONLY BY WRITTEN CHANGE TO THIS AGREEMENT THROUGH THE CITY OF MODESTO, PURCHASING DIVISION .

7. TERMlNATlON OF SERVICES: THE CITY RESERVES THE RIGHT TO DISCONTINUE SERVICES WITH THE

PROVTDER UPON FAILURE TO MEET CONTRACTUAL EXPECTATIONS AND/OR OBLIGATIONS, AS

RECOMMENDED BY THE SITE SUPERVISOR OR HIS/HER AGENT

THE CITY RESERVES THE RIGHT TO REVIEW THE SERVICE PROVIDERS' PERFORMANCE AT ANY TIME WlTH OR WlTHOUT THE KNOWLEDGE OR CONSENT OF THE PROVIDER.

CANCELLATION OF SERVICES SHALL BE DETERMINED BY THE COLLABORATIVE EFFORTS OF THE

PURCHASTNG MANAGER, OR DESIGNEE, AND USING DEPARTMENT AFTER REVIEWING THE INCIDENT(S) OF FAILURE TO PERFORM. EITHER PARTY MAY TERMINATE THE CONTRACT IN ITS UNILATERAL #3..
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DISCRETION FOR ANY OR NO REASON BY PROVIDING AT LEAST THIRTY (30) DAYS WRITTEN NOTICE TO THE OTHER OF ITS DESIRE TO TERMINATE.

8. INSPECTION: ALL MATERIALS AND WORKMANSHIP ARE SUBJECT TO INSPECTION AND TEST BY THE CITY

FOR COMPLIANCE WITH SPECIFICATIONS AS INCLUDED HEREIN, WITHIN A REASONABLE TIME AFTER DELIVERY. IN THE EVENT ARTICLES OR SERVICES ARE DEFECTIVE OR NOT IN CONFORMITY WITH THIS ORDER, THE CITY SHALL HAVE THE RIGHTS TO EITHER REJECT THE ITEMS OR REQUIRE CORRECTION.

DEFECTIVE ARTICLES OR SERVICES SHALL BE REMOVED FROM CITY PREMISES AND/OR CORRECTED BY AND AT THE EXPENSE OFTHE VENDOR. FAILURE TO INSPECT AND ACCEPT OR REJECT SHALL NOT RELIEVE THE VENDOR FROM RESPONSIBILITY FOR COMPLIANCE WITH SPEClFlCA TlONS. FINAL

ACCEPTANCE SHALL BE CONCLUSIVE EXCEPT AS REGARDS TO LATENT DEFECTS, FRAUD, OR SUCH GROSS MISTAKES AS AMOUNT TO FRAUD.

9. RESPONSIBLLITY : UNLESS OTHERWISE SPECIFlED, THE VENDOR SHALL BE RESPONSIBLE FOR ALL ITEMS

COVERED BY THIS PURCHASE AGREEMENT UNTIL DELIVERED AT THE DESIGNATED DELIVER Y POINT

AND THE VENDOR SHALL BEAR ALL RISKS AS TO ITEMS REJECTED OR REQUIRING CORRECTION AFTER NOTICE OF SUCH REJECTION OR CORRECTION IS GIVEN.

10. SHlPMENT: ALL ITEMS F.O.B. DESTINATION UNLESS OTHERWISE SPECIFIED. WHEN AUTHORIZED, FREIGHT TO BE PREPAID. DO NOT SHIP COLLECT. ORIGINAL RECEIPTED FREIGHT BILL MUST ACCOMPANY THE fNVOICE. SHIPMENT MUST BE MADE WITHIN THE TIME STATED ON PURCHASE AGREEMENT, FAlLING WHICH CITY RESERVES THE RIGHT TO PURCHASE ELSEWHERE AND CHARGE

VENDOR WITH ANY LOSS INCURRED, UNLESS DELAY IN MAKING SHIPMENT IS DUE TO UNFORESEEABLE CAUSES BEYOND THE CONTROL AND WITHOUT THE FAULT OR NEGLIGENCE OF THE VENDOR.

II. CHANGES: THIS PURCHASE AGREEMENT MAY AT ANY TIME, BY WRITTEN ORDER, BE CHANGED IN REGARD TO THE MATERIALS OR SERVICE TO BE FURNISHED, QUANTlTlES ORDERED, UNIT PRICE,

DISCOUNT, DELIVERY POINT OR ARRANGEMENTS, TERMS OR ANY OTHER MATTERS AFFECTING A VALID ORDER. IN THE EVENT SUCH CHANGE CAUSES AN INCREASE OR DECREASE IN THE COST OF

PERFORMANCE HEREUNDER, AND EQUITABLE ADJUSTMENT WILL BE MADE FOR THE COST THEREOF, SUBJECT TO THE APPROVAL OF THE PURCHASING MANAGER, AND WRITTEN NOTICE GIVEN THEREFORE.

12. WARRANTY: NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ORDER, VENDOR WARRANTS THAT

THE MATERIALS, SUPPLIES OR OTHER SERVICES FURNISHED SHALL BE OF THE MOST SUITABLE GRADE AND EXACTLY AS SPECIFIED IN THIS ORDER. SUCH WARRANTY SHALL INCLUDE THE FOLLOWING:

PERFORMANCE, WORKMANSHIP, LABOR, MATERIALS, SELLER'S DESIGN OR ENGINEERING CONTRIBUTIONS. IF A DEFECT IS DISCOVERED IN ANY ITEM OF MATERIALS, SUPPLIES OR SERVICES

COVERED IN THIS AGREEMENT, VENDOR SHALL CORRECT AT ITS EXPENSE, INCLUDING TRANSPORTATIONIFREIGHT, SUCH DEFECTS AS ARE REPORTED WITHIN ONE YEAR OF fINAL ACCEPTANCE. UPON EXPIRATION OF THE APPLICABLE WARRANTY PERIOD ALL SUCH LIABILITY SHALL

TERMINATE EXCEPT FOR FRAUD, OR SUCH GROSS MISTAKES AS AMOUNT TO FRAUD, LATENT DEFECTS OR SPECIFIC FAILURE TO COMPLY WITH THE TERMS OF THIS ORDER. \3 . DISCOUNT: IN CONNECTION WITH ANY DISCOUNT OFFERED, TIME WILL BE COMPUTED FROM DATE OF

DELIVERY TO CARRIER WHEN DELIVERY AND ACCEPTANCE ARE AT POINT OF ORIGIN , OR FROM DATE

OF DELIVERY AND ACCEPTANCE IF AT DESTINATION OR FROM DATE CORRECT INVOICE IS RECEIVED BY CITY, IF INVOICE DATE IS LATER THAN DATE OF DELIVERY.
14 . INSURANCE: ALL ORDERS WHERE WORK, MAINTENANCE, OR SERVICE IS PERFORMED ON CITY PROPERTY REQUIRE APPROPRIATE INSURANCE AND INDEMNIFICATION. SERVICES WILL BE SUSPENDED WITHOUT PROPER INSURANCE CERTIFICATES BEING ON FILE WITH THE CITY. CONTACT CITY PURCHASING OFFICE TO VERIFY THE TYPE OF INSURANCE REQUIRED. 15 . EXEMPTIONS: THE CITY IS EXEMPT FROM PAYMENT OF FEDERAL EXCISE TAX . ALL INVOICES SHALL BE EXCLUSIVE OF SUCH EXCISE TAX . IF PURCHASE IS NOT SUBJECT TO SALES TAX, THE STATEMENT FOR RESALE WLLL APPEAR IN THE BODY OF THE PURCHASE AGREEMENT .

16. INFRIGEMENT: VENDOR AGREES TO PROTECT, INDEMNIFY AND SAVE HARMLESS THE CITY AS BUYER,

ITS AGENTS, OFFICERS, EMPLOYEES, AND VOLUNTEERS FROM ANY CLAIM, LOSS OR DAMAGE FROM #3..
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INFRINGEMENT OF TRADEMARKS, PATENTS, COPYRIGHTS AND UNFAIR COMPETITION ACTION WITH RESPECT TO THIS AGREEMENT.

17. INDEMNITY: THE VENDOR SHALL HOLD THE CITY, ITS AGENTS, OFFICERS, EMPLOYEES, AND

VOLUNTEERS, HARMLESS FROM AND SAVE, DEFEND AND INDEMNIFY THEM AGAINST ANY AND ALL

CLAIMS, LOSSES, LIABILITIES, JUDGMENTS OR DAMAGES FROM EVERY CAUSE, INCLUDING BUT NOT

LIMITED TO INJURY TO PERSON OR PROPERTY OR WRONGFUL DEATH, INCLUDING REASONABLE COSTS

AND EXPENSES OF DEFENSE OF ANY JUDICIAL OR ADMINISTRATIVE ACTION, ARISING DIRECTLY OR

INDIRECTLY OUT OF ANY NEGLIGENT OR INTENTIONAL ACT OR OMISSION OF VENDOR, OR ITS AGENTS,

OFFICERS, EMPLOYEES, OR VOLUNTEERS RELATING TO OR DURING THE PERFORMANCE OF ITS OBLIGATIONS UNDER THIS AGREEMENT. VENDOR'S OBLIGATION TO DEFEND, INDEMNIFY, AND HOLD

THE CITY, ITS AGENTS, OFFICERS, AND EMPLOYEES HARMLESS UNDER THE PROVISIONS OF THIS

PARAGRAPH IS NOT LIMITED TO OR RESTRICTED BY ANY REQUIREMENT IN THIS AGREEMENT FOR VENDOR TO PROCURE AND MAINTAIN A POLICY OF INSURANCE. IN THE INDEMNITY CLAUSE

CONTAINED HEREIN VENDOR AGREES TO DEFEND, INDEMNIFY AND HOLD CITY HARMLESS FROM THE NEGLIGENCE OF ITS EMPLOYEES, AMONG OTHER RISKS . WITH REFERENCE TO THE FOREGOING, THE

PARTIES AGREE THAT ALL RISK OF LOSS, INCLUDING BUT NOT LIMITED TO DAMAGES, PROPERTY

LOSSES AND DEFENSE OF THIRD PARTY SUITS, ARISING OUT OF OR RELATING TO THE OPERATION OF

CITY OWNED VEHICLES BY VENDOR'S EMPLOYEES IS APPORTIONED TO VENDOR IN ACCORDANCE WITH THE PROVISIONS CONTAJNED IN INDEMNITY.

18. GOVERNING LAW: THIS PURCHASE AGREEMENT SHALL BE DEEMED MADE IN, GOVERNED BY,

PERFORMED IN, AND CONSTRUED AND ENFORCED IN ACCORDANCE WITH THE LAWS OF THE STATE OF CALIFORNIA, U.S.A., WlTHOUT GIVING EFFECT TO ITS CONFLICTS OF LAWS, PROVISIONS OR PRINCIPLES

19. LIABILITY: THE CITY SHALL NOT BE RESPONSIBLE FOR ANY DAMAGE THAT MAY ACCRUE BY REASON

OF THE DEATH OR INJURY OF THE PERSON OF THE VENDOR'S OFFICERS, AGENTS, EMPLOYEES, INVITEES,

OR LICENSEES, OR BE SET UP AT ANY TIME BECAUSE OF PERSONAL INJURY OR DAMAGE TO PROPERTY SUSTAlNED BY ANY OTHER PERSON OR PERSONS, WHICH MAY HAVE BEEN CAUSED OR CONTRIBUTED

TO, APPROXIMATELY OR REMOTELY, BY REASON OF OR IN THE COURSEOF PERFORMANCE OF THE PURCHASE AGREEMENT. THE VENDOR SHALL ASSUME FULL RESPONSIBILITY FOR THE DEFENSE OF

ANY CLAIMS ARISING UNDER THE PURCHASE AGREEMENT AND THE VENDOR SHALL SAVE, KEEP, AND

BEAR HARMLESS THE CITY, ALL OFFICERS AND EMPLOYEES THEREOF, FROM ALL DAMAGES, COSTS, OR

EXPENSES BECAUSE OF PERSONAL INJURY OR PROPERTY DAMAGE BASED ON THE PERFORMANCE OF THIS PURCHASE AGREEMENT OR ASSERTED AGAINST IT.
20 DISPUTES: ALL DISPUTES CONCERNING QUESTIONS OF FACT WHICH MAY ARISE UNDER THIS PURCHASE

AGREEMENT, AND NOT DISPOSED OF BY MUTUAL CONSENT SHALL BE DECIDED BY THE PURCHASING MANAGER .
2l. OFFER AND ACCEPTANCE: VENDOR REPRESENTS ITS ACCEPTANCE TO PROVIDE PRODUCTS ANDIOR SERVICES AS FOLLOWS: CITY 'S OFFER TO PURCHASE PRODUCTS ANDIOR SERVICES IS EXPRESSLY

CONDITIONED UPON VENDOR'S ASSENT TO THE TERMS AND CONDITIONS SET FORTH IN CITY'S PURCHASE AGREEMENT DOCUMENTS, SPECIF!CATIONS, SUPPORTING DATA, AND THESE ARTICLES.

VENDOR AGREES THAT VENDOR'S ORDER ACKNOWLEDGMENT TERMS AND CONDITIONS RECEIVED PRIOR TO, DURING, OR AFTER ORDER PLACEMENT BY CITY ARE HEREBY REJECTED. CITY PURCHASE

AGREEMENTS SIGNED BY THE CITY'S PURCHASING MANAGER OR DESIGNATED AGENT AND ISSUED TO VENDOR CONSTITUTE WRlTIEN NOTIFICATION TO VENDOR OF CITY'S REJECTION OF ANY AND ALL

VENDOR ORDER ACKNOWLEDGMENTS, COUNTER OFFERS AND CHANGES TO THE CITY 'S TERMS AND CONDITIONS.

22. ASSIGNMENT: NEITHER THIS PURCHASE AGREEMENT NOR ANY PORTION THEREOF SHALL BE

SUBCONTRACTED OR ASSIGNED WITHOUT THE WRITIEN CONSENT OF THE CITY IN EACH AND EVERY INSTANCE.

23. MISCELLANEOUS: TIME IS OF THE ESSENCE IN EACH AND EVERY PROVISION OF THIS PURCHASE AGREEMENT.
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BY: 1111 !L!lPNYU

CITY OF MODESTO-PURCHASING DIVISION
MAINTENANCE, INC.
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AITACHMENT A

ANNUAL PURCHASE AGREEMENT NO. 140254

HOT PATCH WORK

PRICING SHALL BE ALL-INCLUSIVE AND TO INCLUDE THE FOLLOWING: LABOR, MATERIALS, EQUIPMENT, FUEL, TOOLS, LICENSES AND INSURANCE.

Formula for calculating invoice pricing:

Base Unit Price x Depth Multiplier x Total Square Feel = Total Price

Description Est. Annual Unit Multiplier Unit Price
Quantity
Hot Mix Asphalt (4-in
Lift) Linear 83,250 Sq. Ft l.00 $8.20
Hot Mix Asphalt (4-in
Lift) Soot 416,750 Sa. Ft 1.00 $10.20
Bid pricing is based on a square foot unit cost per 4-inch lift. For depths less than or greater than 4 inches, the Cityspecified fixed multiplier will be used for basis of payment. The fixed multipliers for each depth is:

Per Square Foot
depth, in cf ton Base Multiplier (per sq ttl
1 0.08 0.0060 0.4375
2 0.17 0.0121 0.6250
3 0.25 0.0181 0.8125
4 0.33 0.0242 1.0000
5 0.42 0.0302 1.1875
6 0.50 0.0363 1.3750
7 0.58 0.0423 1.5625
8 0.67 0.0483 1.7500
9 0.75 0.0544 1.9375
10 0.83 0.0604 2. J250
11 0.92 0.0665 2.3125
12 1.00 0.0725 2.5000
For future price adjustments. Raw Mpterial cost versus Uoit Price:

Ratio Percent
Raw Material/Unit Price 0.20 x 100 = 20%
CITY OF MODESTO SALES TAX RATE 7.875%
PA YMENT TERMS: NET 30 DA YS
VENDOR CONTACT: RODOLFO RUV ALCABA
PHONE: (209) 883-4345
rud\t@lll ohaltuavingoros.net
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CITY OF MODESTO

COMMITTEE AGENDA REPORT
DATE OF MEETING:

February 27, 2023
Date: January 22, 2023
TO: Finance Committee
David Wright, Chair
Rosa Escutia-Braaton, Vice-Chair
Nick Bavaro, Member
THROUGH: Joseph P. Lopez, City Manager
FROM: DeAnna Christensen, Director of Finance
SUBJECT: November and December 2022 Grant Application and Awards CONTACT: Maria Garnica, Accounting Manager, [email protected] 209-577-5249
DESCRIPTION:

Consider accepting an Informational Report on the November and December 2022 Grant Applications and Awards and forwarding to Council for approval. (Funding Source: Not Applicable)
STRATEGIC PLAN ELEMENT:

This item supports the City of Modesto 2020-2025 Strategic Plan focus of Governance and Service Delivery under Goal H: Achieve Financial Sustainability.

BACKGROUND:

The Finance Department coordinated with California Consulting to update the Administrative Directive 7.2, “Grant Management.” The revised directive was updated on July 1, 2021 to streamline the grant management process and to establish better controls on local match requirements, including potential future costs which could be required as part of a grant agreement. Additionally, the Finance Department coordinated several training sessions to highlight key changes to the new directive.

This directive has eliminated the requirement to go to Council for the application and acceptance of grant awards if the amount of the grant is less than $1,000,000 and does not require any local match funding. The Director of Finance is authorized to approve grant applications and awards under $25,000 with no local funding requirements. The City Manager has the authority for approving grant applications and awards between $25,000 and under $1,000,000 with no local match funding requirements. Due to the need for quick turnaround on grant application and award acceptance required by the granting agencies, this directive allows for City departments to apply for more grants within the grant application periods and provide quick response to award acceptance deadlines.
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Finance Committee, February 27, 2023
November and December 2022 Grant Application and Awards

Page 2 of 3 ends

The Finance Department will inform Council of all grant activity by preparing a bi-monthly informational report on both grant applications and awards. Finance Department has established internal grant application forms to manage the types of grants being applied for and to ensure local match requirements will be managed within our current budget.

City departments continue to actively pursue new grant applications as part of notifications received from federal, state, and local agencies they have subscribed to, such as Department of Housing, Department of Transportation, State Water Resources Control Board, Department of Justice and professional government associations. City departments have staff assigned to monitor these grant application notices to determine if the City meets the required qualifications to apply for the grant.

On October 11, 2022 under resolutions 2022-418, 2022-419, and 2022-420, City Council approved three one-year agreements with two one-year extension options, for On-call Water Resource grant research and writing services with Provost & Pritchard Consulting Group, West Yost Associates and Woodard & Curran to assist with grant research opportunities for the Utilities Department.

DISCUSSION:

During the months of November and December 2022 City Manager and Director of Finance approved the below grant applications and awards recommended by City staff based on opportunities to receive federal, state and/or local grant funds for the City with no local match requirement and which did not exceed $1,000,000.

Public Works:
(Grant Application $40,000 – Local Match $0) Tire Enforcement Grant Cycle 30 (TEA30) from CalRecycle. Funds from this grant will be used to cover staff time and equipment costs to ensure tire business remain within the State law and keep illegally dumped tires out of our streets and alleys.
(Grant Application $55,000 – Local Match $0) Beverage Container Recycling City/County Payment Program FY2022-23 from CalRecycle. The City plans to utilize funds from this grant as follows:
1) Increase education and outreach on how to recycle right, 2) Purchasing recycling containers to support schools, businesses and multifamily dwellings, 3) Purchase and install bottle water refill stations throughout City buildings and schools,
4) Cover city staff time associated with recycling recovery and maintenance of units.
(Grant Application $10,000 – Local Match $0) Keep America Beautiful (KAB) Community Grant – Martin Luther King Jr. Community and Neighborhood Building Grant from Keep America Beautiful. Funds from this grant will be used to fund projects focused on community improvements. City staff will work with community focus groups to identify projects in a need to beautify the area.
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Finance Committee, February 27, 2023
November and December 2022 Grant Application and Awards

Page 3 of 3 ends

FISCAL IMPACT:

No fiscal impact will result from the acceptance of this informational report on November and December 2022 grant application and awards. A monthly summary by grant application and awards is below:

Grant Applications: $105,000
Grant Applications Local Match, Measure L Funds $0
RECOMMENDED COMMITTEE ACTION:

Staff Recommendations:

Motion approving the acceptance of the November and December 2022 Grant Applications and Awards Report and forwarding to Council for approval.

Approved by:

DeAnna Christensen, Director of Finance
Joseph P. Lopez, City Manager
Attachments:

1. November and December 2022 grant updates
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Grant Title Month
Grant Application
Amount
Grant Application
Local Match
Amount
Local Match Source
Tire Enforcement Grant Cycle 30 (TEA30)
Beverage Container Recycling City/County Payment Program NOV-22 CalRecycle
Public Works Department
FY2022-23 NOV-22 CalRecycle Public Works Department
Keep America Beautiful (KAB) Community Grant - MLK Jr. Community and Neighborhood Building Grant DEC-22 Keep America Beautiful Public Works Department Total $105,000 $ -
55,000 - N/A
10,000 - N/A
November and December 2022 Grant Applications
Grant Application
Grant Awarding Agency City Department Name/Division
40,000
- N/A
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CITY OF MODESTO

COMMITTEE AGENDA REPORT
DATE OF MEETING:

February 27, 2023
Date: December 28, 2022
TO: Finance Committee
David Wright, Chair
Rosa Escutia-Braaton, Vice-Chair
Nick Bavaro, Member
THROUGH: Joseph P. Lopez, City Manager
FROM: Scott Conn, Chief Information Officer
SUBJECT: Oracle Discoverer Financial Reporting Software Upgrade and Services CONTACT: James Dotson, Information Technology Manager
[email protected], 209-571-5508
DESCRIPTION:

Consider approving an Agreement with Jade Global, Inc., for Professional Services for a term of two years with three 1-year extension options for the upgrade from our existing Discoverer Financial Reporting Application to Oracle Analytics Cloud for an amount not to exceed $863,080; and approving the purchase of Oracle Cloud Analytics subscription software to Mythics, Inc. of Virginia Beach, VA (using the Omnia Partners cooperative purchasing organization piggybacking on the Maricopa County, CA Contract#180233-002) for a term of three-years with an option for two additional years which includes all software, licensing, and configuration for Oracle Analytics Cloud for an amount not to exceed $510,137 and forwarding to Council for approval. (Funding Source: Various)
STRATEGIC PLAN ELEMENT:

The recommended action supports the City’s 2020-2025 Strategic Plan Initiatives: Build community trust in city government through responsive, transparent, and efficient service delivery.

BACKGROUND:

The City of Modesto currently uses Oracle Discoverer for Business Intelligence reporting on our Oracle E-Business Suite (EBS) and the legacy Financials/Payroll data warehouse. Oracle no longer supports the Discoverer application and has replaced it with a new product, Oracle Analytics Cloud (OAC). OAC is compatible with our current on-premises EBS system and allows for our future direction of moving EBS to a cloud-based platform (off-premise system).

OAC is a scalable and secure Oracle Cloud service that provides a full set of capabilities to explore and perform collaborative financial analytics and reporting and is the logical upgrade path from our current application, Discoverer. This upgrade project was originally started in 2019 but #5..
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with the onset of the COVID pandemic, funding became unavailable, and the project was shelved until the American Rescue Plan Act (ARPA) funds became available.

Based on the time sensitivity and complexity of recreating existing reports currently available in Discoverer in the upgraded application OAC, it was determined that professional services from an Oracle Analytics Cloud implementor will be required to successfully guide City staff on how to best implement the product. As a result, a Request for Proposal was published for professional services and City staff selected Jade Global, Inc. from the submitted proposals.

Jade Global, Inc. will provide the City with professional services including but not limited to:
 Create a data warehouse in Oracle Cloud Infrastructure that OAC will report against.  Creating data sets that will serve as the basis for reports. o These will convert Oracle’s highly complex data structure into data sets that are easily understood by end users.
 Converting existing Discoverer reports into OAC reports.  Creating dashboards in OAC.
 Train City staff on OAC report creation and dashboard creation.  Train City IT staff on administrative functions and maintaining data sets.  On-going support of OAC and the data sets and reports/dashboards until which time City staff becomes self-sufficient.

Mythics, Inc. is a Platinum Partner reseller of Oracle products. They are the facilitator of a piggy backed contract with Maricopa County for Oracle Software. They will provide:
 Oracle Analytics Cloud subscription and licenses.
 Oracle Cloud Infrastructure subscriptions. This is the cloud infrastructure that holds our data warehouse for reporting against.

On May 18, 2018, Maricopa County of Phoenix AZ issued 180233-RFP for Oracle Products and Services and advertised on the BidSync, Pamplin Media Group, US Communities Publication, and Capital City Press. On June 26, 2018, proposals were opened at Maricopa County, 320 W.

Lincoln St., Phoenix, AZ. Eight (8) proposals were received and based on the committee evaluation and criteria outlined in the RFP, two (2) contracts were awarded for this commodity which includes the Oracle Products and Services.

As the Discoverer application is no longer supported by Oracle, our alternatives to this recommended upgrade path are limited:

Alternative 1: Continuing to run Discoverer as an unsupported application. This would open ever increasing cybersecurity risks to this application and the systems upon which it runs as Oracle will no longer create or provide security patches.

Alternative 2: Explore a different third-party application to migrate our data to for reporting purposes instead of using Discoverer. This would require additional integration work with the Oracle EBS beyond anything required if the OAC upgrade path is followed – primarily due to OAC already having the required integration with EBS built-in. #5..
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Staff recommends neither alternative be entertained and that the recommended OAC upgrade path be embraced to realize its cybersecurity benefits and efficiency of the pre-existing integration functionality.

DISCUSSION:

The City Manager authorized the Purchasing Manager to issue formal Request for Proposals (RFP) for the furnishing of oracle analytics cloud implementation services.

The Purchasing Division issued RFP No. 2122-61 for oracle analytics cloud implementation services on PlanetBids via the City’s website under nine (9) commodity codes1. Prospective proposers were notified online and via email of the bid opportunity. Thirty-seven (37) chose to download the RFP document.

On July 12, 2022, proposals were formally opened by the City Clerk’s Office and broadcast via Microsoft Teams Livestream. Five (5) companies chose to respond, none of which were local companies.

An evaluation committee comprised of eleven (11) City staff members from various departments evaluated the proposals and Councilman David Wright was chosen to observe the RFP process.

The evaluation was based on response to technical & functional requirements, adherence to scope, implementation approach, business process expertise, project plan and project schedule, skills/experience of proposed consultant, references and cost.

Based on being ranked highest in total evaluation criteria, the evaluation committee recommends the award of proposal for the oracle analytics cloud implementation services to Jade Global, Inc.

Modesto Municipal Code Section 8-3.203 generally requires all purchases, which meet or exceed $50,000 for material, equipment or contractual services to be formally bid. The award of proposal for the furnishing of oracle analytics cloud implementation services to Jade Global, Inc., San Jose, CA, conforms to Modesto Municipal Code 8-3.203.

FISCAL IMPACT:

On May 25, 2021, by Resolution No. 2021-194, Council approved the use of American Rescue Plan Act (ARPA) funds in the amount of $500,000 for use in upgrading our existing Oracle Discoverer reporting tool designated under the key focus area of Governance and Service Delivery. The purchase of the Oracle Analytics Cloud upgrade solution in Year 1 including the application’s annual subscription fee and professional implementation services would be funded entirely by these ARPA funds as designated in the Governance and Service Delivery focus area under the Program Goal of Discoverer Replacement. Therefore, there will be no impact to the General Fund in Year 1.

The second through fifth years of the OAC application subscription will be licensed through Mythics, Inc. and the second through fifth year options for professional services support will be received directly from Jade Global, Inc.; these will be budgeted in an operating cost center within 1 91500 Communications and Media Related Services; 91828 Computer hardware Consulting; 91829 Computer Software Consulting; 91858 Governmental Consulting; 92040 Programming Services, Computer; 92045 Software Maintenance/Support; 96900 Equipment Maintenance and Repair Services for computers, office, photographic and Radio/Television Equipment; 96100 Miscellaneous Services, No. 1 (Not Otherwise Classified); 96200 Miscellaneous Services, No. 2 (Not Otherwise Classified) #5..
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the IT Fund as a part of the annual budget development process and reimbursed two years in arrears as part of the IT Internal Service Fund allocation.

Year 1 - ARPA Year 2 Year 3 Year 4 Year 5 Vendor
Total
Jade Global,
Inc. $400,000.00 $123,420.00 $118,320.00 $113,220.00 $108,120.00 $863,080.00 Mythics $ 92,322.00 $ 96,938.00 $101,785.00 $106,874.00 $112,218.00 $510,137.00 Total $492,322.00 $220,358.00 $220,105.00 $220,094.00 $220,338.00 RECOMMENDED COMMITTEE ACTION:

Staff Recommendations:

Motion approving an Agreement with Jade Global, Inc., for Professional Services for a term of two years with three 1-year extension options for the upgrade from our existing Discoverer Financial Reporting Application to Oracle Analytics Cloud for an amount not to exceed $863,080 and forwarding to Council for approval.

Motion approving the Competitive Bidding Process from the Omnia Partners cooperative purchasing organization, Maricopa County, CA Contract#180233-002, with Mythics, Inc. of Virginia Beach, VA for purchase of Oracle Cloud Analytics subscription software for a total amount not to exceed $510,137 and forwarding to Council for approval.

Approved by:

Scott Conn, Chief Information Officer
Joseph P. Lopez, City Manager
Attachments:

1. Agreement – Oracle Analytics Cloud Implementation

2. Exhibit A - Mythics Quote

2. Exhibit B - Vendor Response

3. Exhibit C - RFP Doc

4. Exhibit D - Revised Pricing
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1 ORACLE ANALYTICS CLOUD IMPLEMENTATION
This Agreement, made and entered into in the City of Modesto, State of California, this ____ day of _________, 2023, by and between the City of Modesto, a municipal corporation of the State of California, hereinafter called CITY, and Jade Global, Inc., hereinafter called

CONTRACTOR,
W I T N E S S E T H:

WHEREAS, the Modesto City Council adopted Resolution No. 2023-_____ authorizing the award of proposal and contract for the furnishing of ORACLE ANALYTICS CLOUD IMPLEMENTATION to Contractor, attached hereto as Exhibit “A” and made a part hereof, and
WHEREAS, the CONTRACTOR provided a responsive and responsible submittal that best meets the CITY needs, attached hereto as Exhibit “B” and made a part hereof, and WHEREAS, the CITY and CONTRACTOR shall enter into an agreement for the furnishing of ORACLE ANALYTICS CLOUD IMPLEMENTATION, as described in RFP No. 2122-61 – ORACLE ANALYTICS CLOUD IMPLEMENTATION, attached hereto as Exhibit “C” and made a part hereof, and
NOW, THEREFORE, the parties hereto mutually agree as follows:

1. SCOPE OF WORK.
a. CONTRACTOR shall furnish ORACLE ANALYTICS CLOUD
IMPLEMENTATION insofar as such scope of services are specified in Exhibit “B”, and in strict accordance with the conditions of the complete Contract. b. CONTRACTOR shall do and perform the work contemplated #5..
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2 hereby in a good and workmanlike manner under the direction of and to the satisfaction of the City Representative.
c. CONTRACTOR shall furnish said services at the rates shown in Exhibit D (Revised pricing schedule) for an initial amount of $523,420 for the first two years of the agreement and a five-year estimated amount of $863,080.

2. CITY REPRESENTATIVE:

Contract Administrator is:

Dianne Love (209)571-5164
The City Representative is not authorized to commit the CITY to changes in specifications, requirements, or scope of work, changes in price(s), period of performance or delivery date(s) or method of shipment. Changes of a contractual or business nature shall be effected only by written change to the contract, issued by the City of Modesto, Purchasing Division.

3. TERM OF CONTRACT:

The term of the contract shall be for a period of two (2) years with three (3) oneyear extension options at the sole discretion of CITY, for a total of up to five (5) years.

Pricing as set forth in Section 1.c. above shall remain firm for the first two (2) years of the contract.

Price increases for subsequent contract years, three (3), four (4) and five (5), shall not exceed the Consumer Price Index (CPI) for West Urban Area in any one contract year, and shall be negotiated through the Purchasing Division. Requests for price increases shall be submitted by CONTRACTOR in writing, not less than sixty (60) calendar days prior to the annual anniversary date of the contract to be effective for the subsequent year.

4. LIABILITY INSURANCE:

CONTRACTOR shall provide at its own expense and maintain at all times the following insurance with insurance companies licensed in the State of California and shall #5..
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3 provide evidence of such insurance to CITY as may be required by the Risk Manager. The policies or certificates thereof shall provide that, thirty (30) days prior to cancellation or material change in the policy, notices of same shall be given to the Risk Manager of CITY by registered mail, return receipt requested, for all of the following stated insurance policies. (a) Workers' Compensation - In compliance with the statutes of the State of California, plus employer's liability with a minimum limit of liability of $1,000,000
(b) General Liability insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. This insurance shall indicate on the certificate of insurance the following coverages and indicate the policy aggregate limit applying to:
premises and operations; broad form contractual; independent consultants and subcontractors; products and completed operations as applicable. (c) Automobile Liability insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage. This insurance shall cover any automobile for bodily injury and property damage.
(d) Technology Professional Liability Services – (Errors and Omission) vendors – (Cyber Liability) – insurance with a minimum limit of $2,000,000 per claim and $2,000,000 policy aggregate. If coverage is on a claims-made basis it shall be maintained for at least three (3) years following completion of the work.
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4 If at any time any of said policies shall be unsatisfactory to CITY, as to form or substance, or if a company issuing such policy shall be unsatisfactory to CITY, CONTRACTOR shall promptly obtain a new policy, submit the same to Risk Manager of CITY for approval and submit a certificate thereof as herein above provided. Upon failure of CONTRACTOR to furnish, deliver or maintain such insurance and certificates as above provided, this Agreement, at the election of CITY, may be forthwith declared suspended, or terminated. Failure of CONTRACTOR to obtain and/or maintain any required insurance shall not relieve CONTRACTOR from any liability under this Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations of CONTRACTOR concerning indemnification. CITY, and its agents, officers, employees, and volunteers shall be named as an additional insured on all insurance policies required herein, except Workers ’ Compensation, Professional Liability and Financial Institution’s Fidelity.

The Workers ’ Compensation insurer shall agree to waive all rights of subrogation against CITY, its agents, officers, employees, and volunteers for losses arising from work performed by CONTRACTOR for CITY. CONTRACTOR’S insurance policy(ies) shall include a provision that the coverage is primary as respects CITY; shall include no special limitations to coverage provided to additional insured; and, shall be placed with insurer(s) with acceptable Best ’s rating of A:VII or with approval of the Risk Manager of CITY. The CONTRACTOR must deliver certificates evidencing existence of the insurance to the City prior to the time contract is signed.

CONTRACTOR agrees to provide CITY with a separate endorsement evidencing proof of City ’ s additional insured status required herein (both general and automobile liability) as well as a separate endorsement for the Workers’ Compensation insurer’s waiver of all subrogation rights as stated above. Every endorsement shall identify the policy number.
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5 CONTRACTOR shall provide CITY with separate an endorsement evidencing proof of the CITY’s additional insured status as to the general liability insurance policy. In addition, CONTRACTOR shall provide CITY with a Workers Compensation subrogation waiver by way of a separate endorsement. All endorsements referenced above must include the applicable policy number.

For any claims related to this project, the CONTRACTOR’S insurance coverage shall be primary insurance as respects the Entity, its officers, officials, employees, and volunteers.

Any insurance or self-insurance maintained by the Entity, its officers, officials, employees, or volunteers shall be excess of the CONTRACTOR’S insurance and shall not contribute with it.

CONTRACTOR further agrees that the amount of insurance required may from time to time be adjusted by CITY’s Risk Manager and CONTRACTOR agrees to file a new insurance certificate with CITY’s City Clerk evidencing the new amounts after a thirty (30) day written notice from CITY’s Risk Manager.

5. INDEMNITY:

The CONTRACTOR shall hold the CITY, its agents, officers, employees, and volunteers, harmless from and save, defend and indemnify them against any and all claims, losses, liabilities, judgments or damages from every cause, including but not limited to injury to person or property or wrongful death, including reasonable costs and expenses of defense of any judicial or administrative action, arising directly or indirectly out of any negligent or intentional act or omission of CONTRACTOR, or its agents, officers, employees, or volunteers relating to or during the performance of its obligations under this Agreement.

CONTRACTOR’s obligation to defend, indemnify, and hold the CITY, its agents, officers, and employees harmless under the provisions of this paragraph is not limited to or restricted by any requirement in this Agreement for CONTRACTOR to procure and maintain a policy of insurance.
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6 6. ARBITRATION:

Any dispute or claim arising or related to this Agreement, its performance, breach, or interpretation (including issues about its validity or enforceability), shall be exclusively, (except as approved below) resolved by final binding arbitration before the American Arbitration Association (AAA), utilizing its Commercial Arbitration Rules. One Arbitrator shall be selected using AAA procedures. The Arbitrator shall use all reasonable efforts to minimize discovery and to complete the arbitration proceedings as expeditiously as possible. The Arbitrator shall render a written decision within thirty (30) calendar days of the hearing. The Arbitrator will not award attorney’s fees, or punitive, incidental, consequential, treble or other multiple or exemplary damages, and the parties hereby agree to waive and not seek such damages. Either party may seek judicial relief to compel the other party to comply with the provisions of this Section, or injunctive or other equitable relief to protect its intellectual property rights, provided (unless prohibited by applicable law) that the remainder of the dispute or claim is submitted to arbitration. The arbitration shall be held in Modesto California; both parties give their irrevocable consent to jurisdiction of courts of or in the State of California, as well as processes of the AAA in California.

Awards shall be final, binding and non-appealable (except on the minimal grounds required under the Federal Arbitration Act or other applicable law). All awards may be filed with one or more courts, state, federal or foreign having jurisdiction over the party against whom such award is rendered or its property, as a basis of judgment and of the issuance of execution for its collection.

7. GOVERNING LAW:

This Agreement shall be deemed made in, governed by, performed in, and construed and enforced in accordance with the laws of the State of California, without giving effect to its conflicts of laws provisions or principles.

8. COMMENCEMENT AND COMPLETION OF THE WORK:
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7 The work contemplated herein shall be commenced as immediately after receipt of the Notice to Proceed for this contract. The Notice to Proceed shall not be issued until the contract administrator receives and has on file:

Proofs of insurance (approved by Risk Management); and
Executed Agreement and all exhibits thereto.

9. TERMINATION OF SERVICES:

For the purposes of this section, material breach of this Agreement shall include, but not be limited to, any of the following: failure to perform required services or duties, willful destruction of City's property by Contractor, dishonesty or theft.

Termination by City for Convenience
The City may also terminate the Contractor's performance under the Agreement, either in whole or in part, at its own discretion, or when conditions encountered during the Work make it impossible or impracticable to proceed, or when the City is prevented from proceeding with the Agreement by act of God, by law, or by official action of a public authority, or upon a determination by the City that such termination is in the best interest and convenience of the City, or whenever the City is prohibited from completing the Work for any reason. The City shall provide no less than thirty (30) calendar day’s written notice of its intent to terminate the Agreement for convenience, and shall endeavor to provide the Contractor with consultation with the City prior to termination.

Post-Termination Procedure
Upon receipt of a written notice of termination pursuant to either of the foregoing paragraphs, the Contractor shall:
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8 a. Cease its work as directed in the notice of termination as of the termination date and see to it that its employees, subcontractors and agents are notified of such termination and act as specified in the notice of termination;
b. Terminate all orders and Subcontractors except as necessary to complete any portion of the Work that is not terminated; c. If directed in writing by the City to do so, assign all right, title and interest in subcontracts and materials in progress to City, in which case the City will have the right at its discretion to settle, or pay any or all claims arising out of the termination of such subcontractors but in no event shall recovery by any Contractor or subcontractor include lost profits for portions of the Work not completed or undertaken, including materials not delivered; d. Deliver or otherwise make available to the City all data, drawings, specifications, reports, estimates, summaries and such other information and material as may have been accumulated by the Contractor in performing the Work whether completed or in process; e. Settle outstanding liabilities and claims, subject to the approval of City;
f. Complete performance of such part of the Work as has not been terminated;
g. Take such other actions as may be necessary, or as may be directed by the City for the protection and preservation of the Work and/or property related to the Work;
h. If City so requests, and at City's cost, Contractor shall provide #5..
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9 sufficient oral or written status reports to make City reasonably aware of the status of Contractor's work on the project. i. The Contractor understands and agrees that City may, in City's sole discretion, refuse to pay Contractor for that portion of Contractor's services which were performed by Contractor on the project prior to the termination date and which remain unacceptable and/or not useful to City as of the termination date.

City will pay Contractor an amount based on the percentage of satisfactory work completed in accordance with the notice of termination. The final payment to the Contractor after termination for convenience shall be limited to amounts due and owing under the Agreement at time of termination, including the following:
a. The cost of settling and paying valid claims arising out of the termination of the Work such as subcontractor agreements or contracts for materials;
b. The Agreement price allocable to the portion of the Work properly performed or goods supplied to the work site by the Contractor as of the date of termination, as determined in accordance with the notice of termination, reduced by any sums previously paid to the Contractor.

Authorization to Terminate Agreement
Termination of the Agreement may be invoked by the City Manager, or his/her designee, subject to the right of the Contractor to appeal the City Manager, or his/her designee’s, decision to the City Council. The Contractor shall appeal by notifying the City Clerk in writing within ten (10) calendar days of
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10 receipt of written notification from City of termination of the Agreement. In the event that termination of this Agreement is upheld by the City Council, any cessation of payment of delay claims, extended claims, Eichleay claims, or any other claims for delay shall be retroactive to the date of termination selected by the City Manager, or his/her designee.

10. COMPLIANCE WITH ALL LAWS:

CONTRACTOR hereby agrees that CONTRACTOR and its subcontractors, if any, in the performance of the work described, designated and shown upon the plans herein referred to, will comply with all federal, state, county and municipal laws, rules and regulations which may be applicable to the work herein contracted for, whether now in existence or hereafter adopted.

11. CONTRACT DOCUMENTS:

The complete contract between the parties hereto consists of this agreement and the following documents which are incorporated herein by this reference:
a. Resolution No. 2023-_______;
b. CONTRACTOR submittal;
c. RFP No. 2122-61 – ORACLE ANALYTICS CLOUD
IMPLEMENTATION;
d. Revised pricing structure for years 1 & 2 (Exhibit D) e. Insurance Certificates,
These documents include important legal requirements, procedures and restrictions and should be reviewed by CONTRACTOR. They are available for review during normal business hours in the Department of Finance, Purchasing Division). All documents specified above are intended to operate so that any work called for in any one and not mentioned in the other, or vice versa, is to be executed the same as if mentioned in all said documents. #5..
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11 12. NOTICES:

Any notice, payment or instrument required or permitted by this Contract to be given or delivered to either party shall be deemed to have been received when personally delivered, or one calendar week following deposit of the same in any United States Post Office, registered or certified mail, postage prepaid, addressed as follows:

CONTRACTOR: __________________
__________________
__________________
__________________
CITY: City of Modesto
Purchasing Division
P.O. Box 642
Modesto, CA 95353
Each party may change its address for delivery of notice by delivering written notice of such change of address to the other party.

13. SIGNATOR(IES) FOR CONTRACTOR:

The undersigned signator(ies) for CONTRACTOR warrant(s) and represent(s) that he/she/they is/are legally competent to execute the contract and has/have full authority to execute this contract.

14. ASSIGNMENT:

Neither this agreement nor any portion thereof shall be subcontracted or assigned without the written consent of the CITY in each and every instance.

15. WAIVER:

The waiver by any party to this Agreement of a breach of any provision hereof shall be in writing and shall not operate or be construed as a waiver of any other or subsequent breach hereof unless specifically stated in writing.
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12 16. HEADINGS NOT CONTROLLING:

Headings used in the Agreement are for reference purposes only and shall not be considered in construing this Agreement.

17. MISCELLANEOUS:

Time is of the essence in every provision of this contract.

18. ENTIRE AGREEMENT:

This Agreement and its exhibits contain the entire understanding between CONTRACTOR and CITY. Additional or new terms contained in this Agreement which vary from CONTRACTOR’S proposal are controlling and are deemed accepted by CONTRACTOR by shipment of any article or other commencement of performance hereunder. All previous proposals, offers and communications relative to this Agreement, whether oral or written, are hereby superseded except to the extent that they have been incorporated into this Agreement. No future waiver or exception to any of the terms, conditions, and provisions of this Agreement shall be considered valid unless specifically agreed to in writing by all the parties.

19. PARTIAL INVALIDITY:

If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force without being impaired or invalidated in any way.
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13 WITNESS WHEREOF, the CITY OF MODESTO, a municipal corporation, has authorized the execution of this Agreement in duplicate by its City Manager and attested by its City Clerk under authority of Resolution No. 2023-_______, adopted by the Council of the City of Modesto on the _____________ day of _____________________, 2023 and _____________________has caused this Agreement to be duly executed. #5..
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Company Name: City of Modesto Estimate Number: OCI-CoM-03282022 Estimate prepared on: Monday, March 28, 2022
Contact: James Dotson Valid thru: Friday, April 28, 2023 Email: [email protected]
Phone: (209) 577-5358
New Subscription
Item Oracle Part Service Data Center Funded Allocation
Nbr Product Description Number Term Period Region Quantity Value 1 Oracle PaaS and IaaS Universal Credits B88206 1 Year Annual Customer Selected 92321.0 $ 92,321.00 $ 92,321.00
*Applicable State taxes will be added unless an exemption is provided.

Funded Allocation Model Quote
*TOTAL: 1 YEAR FUNDED ALLOCATION VALUE

ORACLE CLOUD OFFERINGS
4525 Main Street, Suite 1500
Virginia Beach, VA 23462
Aaron Leeth
Phone: 703-517-5813
Fax: 757.965.9486
Email: [email protected]
Additional Information:

This quotation is an estimate and is an invitation for you to offer to purchase products and services from Mythics. Your order is subject to Mythics' acceptance and to cloud service terms and conditions per reference to an existing agreement/contract or a newly agreement accompanying your order.

You agree that Mythics has the right to cancel your services and support due to non-payment. By confirming, referencing, or placing an order based on this quote, you are agreement that all cloud services being purchased are for electronic delivery only and there is no transfer of tangible property.

Mythics DUNS#: 013358002
Mythics Fed Tax ID# 54-1987871
CAGE CODE: 1TA34
NAIC: 423430
You agree that Mythics has the right to cancel your services due to non-payment.

Funded Allocation Model and Additional Fees for Any Increased Usage/Capacity End User Terms A. Funded Allocation Model
Under the "Funded Allocation Model", Oracle allows You the flexibility to fund for an annual amount (the "Funded Allocation Value") specified in Your order with Oracle's authorized reseller (the "Oracle Reseller"), which is to be applied towards the future usage of eligible Oracle IaaS and PaaS Cloud Services specified in the rate card attached to Your order with the Oracle Reseller or as seen in the Cloud Portal provided such Cloud Services are available in production release when ordered, at the fees specified in the rate card. Oracle Reseller will invoice You monthly in arrears based on Your actual usage for the prior month at the rates for each activated Oracle IaaS and PaaS Cloud Service as defined in Your order.

B. Additional Fees for Any Increased Usage/Capacity
As described in the Oracle PaaS and IaaS Universal Credits - Service Descriptions document available at http://www.oracle.com/contracts, You are responsible for monitoring Your use of the Cloud Services, and if You exceed the Funded Allocation Value specified in this order during the Services Period, You must provide additional funding for Your usage, or You must cease to use the applicable Cloud Services. If You have exceeded the Funded Allocation Value and You have not ended Your use of the Services, You will be subject to overage fees. You must pay for such excess usage of the Oracle IaaS and PaaS Cloud Services at the Overage Unit Net Price specified in the rate card of Your order or as seen in the Cloud Portal. You may set quotas, alerts and use other monitoring tools within the Cloud Portal to assist You in managing and tracking Your usage.

C. Additional Services
If Oracle adds additional service offerings to the list of eligible Oracle IaaS and PaaS Cloud Services within Your Cloud Services Account during the Services Period, You may activate and use those service offerings and the discount will be applied based on the Cloud Service category discount specified in the rate card attached to Your order or as seen in the Cloud Portal. The development, release, and timing of any future features, functionality or service offerings remains at the sole discretion of Oracle Corporation.

D. Replenishment at End of Services Period
If You are continuing to use Services after the end of the Services Period specified in Your order and You have not extended the Services Period and increased the Funded Allocation Value for use of eligible Oracle IaaS and PaaS Cloud Services, You will be charged for the actual usage of all Cloud Services that You activate and/or have activated within Your Cloud Services Account based on Oracle's then current price list for such Services, which can be found at https://cloud.oracle.com/en_US/ucpricing. Upon extending the term of the Services Period and increasing the amount of the Funded Allocation Value through a new order (or modification of Your existing order), You will receive the Cloud Services category discounts specified in the rate card attached to Your new order (or modification of Your existing order) or as seen in the Cloud Portal.

Data Center Region Availability for UCM:

Platform and data center region availability information for Oracle Platform as a Service (PaaS) Cloud Services and for Oracle Infrastructure as a Service (IaaS) Cloud Services is provided on the Oracle Cloud Portal at https://cloud.oracle.com/data-regions.

No Auto Renewal: Notwithstanding any statement, to the contrary in the service specifications, the parties expressly agree that the cloud services acquired under this order for distribution to the end user will not auto-renew.

Purchasing Instructions:

Please include the following statements in your order:

1. Address the order to:

Mythics, Inc.
4525 Main St., Suite 1500
Virginia Beach, VA 23462

2. This order is placed pursuant to the terms and conditions of: Maricopa County Contract # 180233-002

3. Payment terms are : Monthly in Arrears

4. Reference quote: OCI-CoM-03282022
Fax order to 757-965-9486 or email to [email protected] #5..

Rate Card Pricing for IaaS/PaaS Public Cloud Services
B88206 - Oracle PaaS and IaaS Universal Credits
Cloud Service Category Discounts
Cloud Service Category Discount %
Application Development Cloud Service 0.0
Management Cloud Service 0.0
Security and Identity Management Cloud Service 0.0
Content Management Cloud Service 0.0
Data Integration Cloud Service 0.0
Compute Cloud Service 0.0
Storage Cloud Service 0.0
Network Cloud Service 0.0
Analytics Cloud Service 0.0
Big Data Cloud Service 0.0
Enterprise Integration Cloud Service 0.0
Data Management Cloud Service 0.0
Not Discount Eligible 0.0
Usage Item Description Metric List Price Overage Net Unit Price Application Development Cloud Service
B88287 - Oracle Java Cloud Service-Enterprise
OCPU Per Hour 0.3097 0.3097
B88288 - Oracle Java Cloud Service-Standard
OCPU Per Hour 0.3097 0.3097
B88289 - Oracle Java Cloud Service-High Performance
OCPU Per Hour 0.7742 0.7742
B88399 - Oracle Java Cloud Service-Enterprise-BYOL
OCPU Per Hour 0.1935 0.1935
B88400 - Oracle Java Cloud Service-High Performance-BYOL OCPU Per Hour 0.1935 0.1935
B88844 - Oracle Java Cloud Service-Standard-BYOL
OCPU Per Hour 0.1935 0.1935
B89646 - Oracle Visual Builder
OCPU Per Hour 1.2365 1.2365
B90203 - Oracle Visual Builder Studio-Additional Storage Gigabyte Storage Capacity Per
Month

1.6 1.6
B90260 - Oracle Digital Assistant Cloud Service
Request 0.0232 0.0232
B90304 - Oracle Mobile Hub Cloud Service
Request 0.0028 0.0028
B91346 - Oracle WebLogic Server Enterprise Edition for Oracle Cloud Infrastructure
OCPU Per Hour 0.2581 0.2581
B91347 - Oracle WebLogic Suite for Oracle Cloud Infrastructure OCPU Per Hour 0.4646 0.4646
B92302 - Oracle Cloud Infrastructure-Blockchain Platform Cloud Service-Standard
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Usage Item Description Metric List Price Overage Net Unit Price OCPU Per Hour 0.215 0.215
B92303 - Oracle Cloud Infrastructure-Blockchain Platform Cloud Service-Enterprise
OCPU Per Hour 0.4301 0.4301
B92304 - Oracle Cloud Infrastructure-Blockchain Platform Cloud Service-Storage
Terabyte Storage Capacity Per
Month

70.4 70.4
B92305 - Oracle Cloud Infrastructure-Blockchain Platform Cloud Service-Enterprise-BYOL
OCPU Per Hour 0.3226 0.3226
B92913 - Oracle WebLogic Server Enterprise Edition for Oracle Cloud Infrastructure Container Engine for Kubernetes
OCPU Per Hour 0.2581 0.2581
B92914 - Oracle WebLogic Server Suite for Oracle Cloud
Infrastructure Container Engine for Kubernetes
OCPU Per Hour 0.4646 0.4646
Management Cloud Service
B92809 - Oracle Cloud Infrastructure Logging Analytics-Archival Storage
Logging Analytics Storage Unit
Per Hour

0.02 0.02
B92888 - Oracle Cloud Infrastructure Operations Insights for Oracle Autonomous Databases
OCPU Per Hour 0.0 0.0
B92889 - Oracle Cloud Infrastructure Operations Insights for Cloud Databases
OCPU Per Hour 0.015 0.015
B92890 - Oracle Cloud Infrastructure Operations Insights for External Oracle Databases and Host
Host CPU Core Per Hour 0.015 0.015
B92940 - Oracle Cloud Infrastructure Application Performance Monitoring Service-Tracing Data-Free
1,000 Events Per Hour 0.0 0.0
B92941 - Oracle Cloud Infrastructure Application Performance Monitoring Service-Tracing Data
100,000 Events Per Hour 0.65 0.65
B92942 - Oracle Cloud Infrastructure Application Performance Monitoring Service-Synthetic Usage
10 Monitor Runs Per Hour 0.02 0.02
B93082 - Oracle Cloud Infrastructure-Database ManagementExternal DB BYOL Host CPU Core Per Hour 0.025 0.025
B93083 - Oracle Cloud Infrastructure-Database ManagementExternal DB Host CPU Core Per Hour 0.05 0.05
B93426 - Oracle Cloud Infrastructure-Database ManagementCloud Databases OCPU Per Hour 0.05 0.05
B93705 - Oracle Cloud Infrastructure Operations Insights for Warehouse-Extract
Gigabyte Per Month 2.0 2.0
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Usage Item Description Metric List Price Overage Net Unit Price B93706 - Oracle Cloud Infrastructure Operations Insights for Warehouse-Instance
OCPU Per Hour 0.5377 0.5377
B95634 - Oracle Cloud Infrastructure Logging Analytics-Active Storage
Logging Analytics Storage Unit
Per Month 0 - 35
372.0 372.0
Logging Analytics Storage Unit
Per Month 35 - 103
260.4 260.4
Logging Analytics Storage Unit
Per Month 103 -
999999999999999
223.2 223.2
Security and Identity Management Cloud Service
B90328 - Oracle Cloud Infrastructure-Key Management
Virtual Private Vault Per Hour 3.724 3.724
B90555 - Oracle Identity Cloud Service-Enterprise User
User Per Month 3.2 3.2
B90556 - Oracle Identity Cloud Service-Consumer User
User Per Month 0.016 0.016
B90557 - Oracle Identity Cloud Service-Enterprise User-BYOL User Per Month 0.8 0.8
B90558 - Oracle Identity Cloud Service-Consumer User-BYOL User Per Month 0.004 0.004
B90936 - Oracle Identity Foundation Cloud Service
Each 0.0 0.0
B92092 - Oracle Cloud Infrastructure-KMS Vault-Key Versions Key Version per Month 0 - 20 0.0 0.0
Key Version per Month 20 -
999999999

0.5334 0.5334
B93493 - Oracle Cloud Infrastructure Identity and Access Management-External User
User Per Month 0.016 0.016
B93494 - Oracle Cloud Infrastructure Identity and Access Management-Oracle Apps Premium
User Per Month 0.25 0.25
B93495 - Oracle Cloud Infrastructure Identity and Access Management-Premium
User Per Month 3.2 3.2
B93496 - Oracle Cloud Infrastructure Identity and Access Management-SMS
1 SMS Message Sent 0 - 1000 0.0 0.0
1 SMS Message Sent 1000 -
999999999999999

0.03 0.03
B93497 - Oracle Cloud Infrastructure Identity and Access Management-Token
Token 0 - 10000 0.0 0.0
Token 10000 - 999999999999999 0.004 0.004
B93498 - Oracle Cloud Infrastructure Identity and Access Management-Replication
User Per Month 0.004 0.004
B94173 - Oracle Threat Intelligence Service
API Calls 0.0 0.0
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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Usage Item Description Metric List Price Overage Net Unit Price B94277 - Oracle Cloud Infrastructure-Web Application FirewallRequests 1,000,000 Incoming Requests Per
Month 0 - 10

0.0 0.0
1,000,000 Incoming Requests Per
Month 10 - 999999999999999

0.6 0.6
B94579 - Oracle Cloud Infrastructure-Web Application FirewallInstance Instance Per Month 0 - 1 0.0 0.0
Instance Per Month 1 -
999999999999999

5.0 5.0
B95496 - Oracle Access Governance for Oracle Identity
Manager
User Per Month 0 - 10000 0.69 0.69
User Per Month 10000 - 50000 0.63 0.63
User Per Month 50000 -
999999999999999

0.54 0.54
Content Management Cloud Service
B88298 - Oracle WebCenter Portal Cloud Service
OCPU Per Hour 0.7742 0.7742
B88405 - Oracle WebCenter Portal Cloud Service-BYOL
OCPU Per Hour 0.1935 0.1935
B89969 - Oracle Content and Experience Cloud ServiceStandard Active User Per Hour 0.15 0.15
B89970 - Oracle Content and Experience Cloud ServiceEnterprise Active User Per Hour 0.45 0.45
B89971 - Oracle Content and Experience Cloud Service-Visitor Active User Per Hour 0.0101 0.0101
B91210 - Oracle Content Management
5,000 Assets Per Month 0 - 1 106.66 106.66
5,000 Assets Per Month 1 - 10 480.0 480.0
5,000 Assets Per Month 10 - 200 240.0 240.0
5,000 Assets Per Month 200 -
10000
120.0 120.0
5,000 Assets Per Month 10000 -
999999999

14.4 14.4
B91211 - Oracle Content Management-Outbound Data Transfer Gigabyte Outbound Data Transfer
Per Month

0.04 0.04
B92637 - Oracle Content Management-BYOL
5000 Assets Per Month 0 - 10 120.0 120.0
5000 Assets Per Month 10 - 200 60.0 60.0
5000 Assets Per Month 200 -
10000

30.0 30.0
5000 Assets Per Month 10000 -
999999999

3.6 3.6
B93411 - Oracle Content Management-Starter Edition
5000 Assets Per Month 0 - 1 0.0 0.0
5000 Assets Per Month 1 - 3 75.0 75.0
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Usage Item Description Metric List Price Overage Net Unit Price 5000 Assets Per Month 3 -
999999999999999
400.0 400.0
B95279 - Media Services-Media Flow-Standard-H264-SD-Below 30fps
Minute of Output Media Content 0.001 0.001
B95280 - Media Services-Media Flow-Standard-H264-SDAbove 30fps and Below 60fps Minute of Output Media Content 0.002 0.002
B95281 - Media Services-Media Flow-Standard-H264-SDAbove 60fps and Below 120fps Minute of Output Media Content 0.003 0.003
B95282 - Media Services-Media Flow-Standard-H264-HDBelow 30fps Minute of Output Media Content 0.003 0.003
B95283 - Media Services-Media Flow-Standard-H264-HDAbove 30fps and Below 60fps Minute of Output Media Content 0.004 0.004
B95284 - Media Services-Media Flow-Standard-H264-HDAbove 60fps and Below 120fps Minute of Output Media Content 0.01 0.01
B95285 - Media Services-Media Flow-Standard-H264-4k-Below 30fps
Minute of Output Media Content 0.015 0.015
B95286 - Media Services-Media Flow-Standard-H264-4k-Above 30fps and Below 60fps
Minute of Output Media Content 0.018 0.018
B95287 - Media Services-Media Flow-Standard-H264-4k-Above 60fps and Below 120fps
Minute of Output Media Content 0.036 0.036
B95288 - Media Services-Media Flow-Standard-VP8-SD-Below 30fps
Minute of Output Media Content 0.003 0.003
B95289 - Media Services-Media Flow-Standard-VP8-SD-Above 30fps and Below 60fps
Minute of Output Media Content 0.004 0.004
B95290 - Media Services-Media Flow-Standard-VP8-SD-Above 60fps and Below 120fps
Minute of Output Media Content 0.007 0.007
B95291 - Media Services-Media Flow-Standard-VP8-HD-Below 30fps
Minute of Output Media Content 0.008 0.008
B95292 - Media Services-Media Flow-Standard-VP8-HD-Above 30fps and Below 60fps
Minute of Output Media Content 0.01 0.01
B95293 - Media Services-Media Flow-Standard-VP8-HD-Above 60fps and Below 120fps
Minute of Output Media Content 0.015 0.015
B95294 - Media Services-Media Flow-Standard-VP8-4k-Below 30fps
Minute of Output Media Content 0.036 0.036
B95295 - Media Services-Media Flow-Standard-VP8-4k-Above 30fps and Below 60fps
Minute of Output Media Content 0.04 0.04
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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Usage Item Description Metric List Price Overage Net Unit Price B95296 - Media Services-Media Flow-Standard-VP8-4k-Above 60fps and Below 120fps
Minute of Output Media Content 0.05 0.05
B95297 - Media Services-Media Flow-Standard-H265VP9-SDBelow 30fps Minute of Output Media Content 0.005 0.005
B95298 - Media Services-Media Flow-Standard-H265VP9-SDAbove 30fps and Below 60fps Minute of Output Media Content 0.007 0.007
B95299 - Media Services-Media Flow-Standard-H265VP9-SDAbove 60fps and Below 120fps Minute of Output Media Content 0.012 0.012
B95300 - Media Services-Media Flow-Standard-H265VP9-HDBelow 30fps Minute of Output Media Content 0.01 0.01
B95301 - Media Services-Media Flow-Standard-H265VP9-HDAbove 30fps and Below 60fps Minute of Output Media Content 0.02 0.02
B95302 - Media Services-Media Flow-Standard-H265VP9-HDAbove 60fps and Below 120fps Minute of Output Media Content 0.03 0.03
B95303 - Media Services-Media Flow-Standard-H265VP9-4kBelow 30fps Minute of Output Media Content 0.026 0.026
B95304 - Media Services-Media Flow-Standard-H265VP9-4kAbove 30fps and Below 60fps Minute of Output Media Content 0.05 0.05
B95305 - Media Services-Media Flow-Standard-H265VP9-4kAbove 60fps and Below 120fps Minute of Output Media Content 0.063 0.063
B95306 - Media Services-Media Flow-Speed-H264-SD-Below
30fps
Minute of Output Media Content 0.002 0.002
B95307 - Media Services-Media Flow-Speed-H264-SD-Above
30fps and Below 60fps
Minute of Output Media Content 0.003 0.003
B95308 - Media Services-Media Flow-Speed-H264-SD-Above
60fps and Below 120fps
Minute of Output Media Content 0.004 0.004
B95309 - Media Services-Media Flow-Speed-H264-HD-Below
30fps
Minute of Output Media Content 0.004 0.004
B95310 - Media Services-Media Flow-Speed-H264-HD-Above
30fps and Below 60fps
Minute of Output Media Content 0.005 0.005
B95311 - Media Services-Media Flow-Speed-H264-HD-Above
60fps and Below 120fps
Minute of Output Media Content 0.012 0.012
B95312 - Media Services-Media Flow-Speed-H264-4k-Below
30fps
Minute of Output Media Content 0.018 0.018
B95313 - Media Services-Media Flow-Speed-H264-4k-Above
30fps and Below 60fps
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#5..
- 333 -
Usage Item Description Metric List Price Overage Net Unit Price Minute of Output Media Content 0.02 0.02
B95314 - Media Services-Media Flow-Speed-H264-4k-Above
60fps and Below 120fps
Minute of Output Media Content 0.04 0.04
B95315 - Media Services-Media Flow-Speed-VP8-SD-Below
30fps
Minute of Output Media Content 0.005 0.005
B95316 - Media Services-Media Flow-Speed-VP8-SD-Above
30fps and Below 60fps
Minute of Output Media Content 0.006 0.006
B95317 - Media Services-Media Flow-Speed-VP8-SD-Above
60fps and Below 120fps
Minute of Output Media Content 0.008 0.008
B95318 - Media Services-Media Flow-Speed-VP8-HD-Below
30fps
Minute of Output Media Content 0.012 0.012
B95319 - Media Services-Media Flow-Speed-VP8-HD-Above
30fps and Below 60fps
Minute of Output Media Content 0.015 0.015
B95320 - Media Services-Media Flow-Speed-VP8-HD-Above
60fps and Below 120fps
Minute of Output Media Content 0.018 0.018
B95321 - Media Services-Media Flow-Speed-VP8-4k-Below
30fps
Minute of Output Media Content 0.048 0.048
B95322 - Media Services-Media Flow-Speed-VP8-4k-Above
30fps and Below 60fps
Minute of Output Media Content 0.05 0.05
B95323 - Media Services-Media Flow-Speed-VP8-4k-Above
60fps and Below 120fps
Minute of Output Media Content 0.06 0.06
B95324 - Media Services-Media Flow-Speed-H265VP9-SDBelow 30fps Minute of Output Media Content 0.006 0.006
B95325 - Media Services-Media Flow-Speed-H265VP9-SDAbove 30fps and Below 60fps Minute of Output Media Content 0.008 0.008
B95326 - Media Services-Media Flow-Speed-H265VP9-SDAbove 60fps and Below 120fps Minute of Output Media Content 0.015 0.015
B95327 - Media Services-Media Flow-Speed-H265VP9-HDBelow 30fps Minute of Output Media Content 0.012 0.012
B95328 - Media Services-Media Flow-Speed-H265VP9-HDAbove 30fps and Below 60fps Minute of Output Media Content 0.025 0.025
B95329 - Media Services-Media Flow-Speed-H265VP9-HDAbove 60fps and Below 120fps Minute of Output Media Content 0.036 0.036
B95330 - Media Services-Media Flow-Speed-H265VP9-4kBelow 30fps Minute of Output Media Content 0.05 0.05
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#5..
- 334 -
Usage Item Description Metric List Price Overage Net Unit Price B95331 - Media Services-Media Flow-Speed-H265VP9-4kAbove 30fps and Below 60fps Minute of Output Media Content 0.06 0.06
B95332 - Media Services-Media Flow-Speed-H265VP9-4kAbove 60fps and Below 120fps Minute of Output Media Content 0.075 0.075
B95333 - Media Services-Media Flow-Quality-H264-SD-Below 30fps
Minute of Output Media Content 0.003 0.003
B95334 - Media Services-Media Flow-Quality-H264-SD-Above 30fps and Below 60fps
Minute of Output Media Content 0.004 0.004
B95335 - Media Services-Media Flow-Quality-H264-SD-Above 60fps and Below 120fps
Minute of Output Media Content 0.005 0.005
B95336 - Media Services-Media Flow-Quality-H264-HD-Below 30fps
Minute of Output Media Content 0.005 0.005
B95337 - Media Services-Media Flow-Quality-H264-HD-Above 30fps and Below 60fps
Minute of Output Media Content 0.006 0.006
B95338 - Media Services-Media Flow-Quality-H264-HD-Above 60fps and Below 120fps
Minute of Output Media Content 0.015 0.015
B95339 - Media Services-Media Flow-Quality-H264-4k-Below 30fps
Minute of Output Media Content 0.024 0.024
B95340 - Media Services-Media Flow-Quality-H264-4k-Above 30fps and Below 60fps
Minute of Output Media Content 0.03 0.03
B95341 - Media Services-Media Flow-Quality-H264-4k-Above 60fps and Below 120fps
Minute of Output Media Content 0.05 0.05
B95342 - Media Services-Media Flow-Quality-VP8-SD-Below 30fps
Minute of Output Media Content 0.006 0.006
B95343 - Media Services-Media Flow-Quality-VP8-SD-Above 30fps and Below 60fps
Minute of Output Media Content 0.008 0.008
B95344 - Media Services-Media Flow-Quality-VP8-SD-Above 60fps and Below 120fps
Minute of Output Media Content 0.01 0.01
B95345 - Media Services-Media Flow-Quality-VP8-HD-Below 30fps
Minute of Output Media Content 0.015 0.015
B95346 - Media Services-Media Flow-Quality-VP8-HD-Above 30fps and Below 60fps
Minute of Output Media Content 0.018 0.018
B95347 - Media Services-Media Flow-Quality-VP8-HD-Above 60fps and Below 120fps
Minute of Output Media Content 0.02 0.02
B95348 - Media Services-Media Flow-Quality-VP8-4k-Below 30fps
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#5..
- 335 -
Usage Item Description Metric List Price Overage Net Unit Price Minute of Output Media Content 0.054 0.054
B95349 - Media Services-Media Flow-Quality-VP8-4k-Above 30fps and Below 60fps
Minute of Output Media Content 0.06 0.06
B95350 - Media Services-Media Flow-Quality-VP8-4k-Above 60fps and Below 120fps
Minute of Output Media Content 0.07 0.07
B95351 - Media Services-Media Flow-Quality-H265VP9-SDBelow 30fps Minute of Output Media Content 0.03 0.03
B95352 - Media Services-Media Flow-Quality-H265VP9-SDAbove 30fps and Below 60fps Minute of Output Media Content 0.045 0.045
B95353 - Media Services-Media Flow-Quality-H265VP9-SDAbove 60fps and Below 120fps Minute of Output Media Content 0.06 0.06
B95354 - Media Services-Media Flow-Quality-H265VP9-HDBelow 30fps Minute of Output Media Content 0.06 0.06
B95355 - Media Services-Media Flow-Quality-H265VP9-HDAbove 30fps and Below 60fps Minute of Output Media Content 0.09 0.09
B95356 - Media Services-Media Flow-Quality-H265VP9-HDAbove 60fps and Below 120fps Minute of Output Media Content 0.12 0.12
B95357 - Media Services-Media Flow-Quality-H265VP9-4kBelow 30fps Minute of Output Media Content 0.12 0.12
B95358 - Media Services-Media Flow-Quality-H265VP9-4kAbove 30fps and Below 60fps Minute of Output Media Content 0.18 0.18
B95359 - Media Services-Media Flow-Quality-H265VP9-4kAbove 60fps and Below 120fps Minute of Output Media Content 0.24 0.24
B95375 - Media Services-Media Streams
GB of Packaged Content 0.05 0.05
B95422 - Oracle Content Management-Video Creation PlatformVideo Pack (500 Videos 500 GB) Per Month 750.0 750.0
Data Integration Cloud Service
B88299 - Oracle Data Integrator Cloud Service
OCPU Per Hour 0.7742 0.7742
B88310 - Oracle GoldenGate Cloud Service-Enterprise
OCPU Per Hour 0.7742 0.7742
B88398 - Oracle GoldenGate Cloud Service-Enterprise-BYOL OCPU Per Hour 0.1935 0.1935
B88406 - Oracle Data Integrator Cloud Service-BYOL
OCPU Per Hour 0.1935 0.1935
B92598 - Oracle Cloud Infrastructure-Data IntegrationWorkspace Workspace Usage per Hour 0.16 0.16
B92599 - Oracle Cloud Infrastructure-Data Integration
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- 336 -
Usage Item Description Metric List Price Overage Net Unit Price Gigabyte of Data Processed per
Hour

0.04 0.04
B92695 - Oracle Stream Analytics for Oracle Cloud
Infrastructure
OCPU Per Hour 0.9498 0.9498
B92992 - Oracle Cloud Infrastructure-GoldenGate
OCPU Per Hour 1.3441 1.3441
B92993 - Oracle Cloud Infrastructure-GoldenGate-BYOL
OCPU Per Hour 0.3226 0.3226
B93306 - Oracle Cloud Infrastructure-Data Integration-Pipeline Operator Execution
Execution Hour 0 - 30 0.0 0.0
Execution Hour 30 -
999999999999999

0.3 0.3
Compute Cloud Service
B88315 - Oracle Cloud Infrastructure-Compute-Bare Metal Standard-X5
OCPU Per Hour 0.0638 0.0638
B88317 - Oracle Cloud Infrastructure-Compute-Virtual Machine Standard-X5
OCPU Per Hour 0.0638 0.0638
B88513 - Oracle Cloud Infrastructure-Compute-Bare Metal Standard-X7
OCPU Per Hour 0.0638 0.0638
B88514 - Oracle Cloud Infrastructure-Compute-Virtual Machine Standard-X7
OCPU Per Hour 0.0638 0.0638
B88515 - Oracle Cloud Infrastructure-Compute-Bare Metal Dense I/O-X7
OCPU Per Hour 0.1275 0.1275
B88516 - Oracle Cloud Infrastructure-Compute-Virtual Machine Dense I/O-X7
OCPU Per Hour 0.1275 0.1275
B88517 - Oracle Cloud Infrastructure-Compute-Bare Metal GPU Standard-X7
GPU Per Hour 1.275 1.275
B88518 - Oracle Cloud Infrastructure-Compute-Virtual Machine GPU Standard-X7
GPU Per Hour 1.275 1.275
B89734 - Oracle Cloud Infrastructure-Compute-GPU StandardV2 GPU Per Hour 2.95 2.95
B90398 - Oracle Cloud Infrastructure-Compute-HPC-X7
OCPU Per Hour 0.075 0.075
B90425 - Oracle Cloud Infrastructure-Compute-Standard-E2 OCPU Per Hour 0.03 0.03
B90617 - Oracle Functions-Execution Time-10,000 Gigabyte Memory
Seconds 0 - 40 0.0 0.0
Seconds 40 - 999999999 0.1417 0.1417
B90618 - Oracle Functions-Invocations
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- 337 -
Usage Item Description Metric List Price Overage Net Unit Price 1,000,000 Function Invocations 0
- 2

0.0 0.0
1,000,000 Function Invocations 2
- 999999999

0.2 0.2
B91119 - Oracle Cloud Infrastructure-Compute-Bare Metal Standard-B1
OCPU Per Hour 0.0638 0.0638
B91120 - Oracle Cloud Infrastructure-Compute-Virtual Machine Standard-B1
OCPU Per Hour 0.0638 0.0638
B91372 - Oracle Cloud Infrastructure-Compute-Microsoft SQL Enterprise
OCPU Per Hour 1.47 1.47
B91373 - Oracle Cloud Infrastructure-Compute-Microsoft SQL Standard
OCPU Per Hour 0.37 0.37
B91444 - Oracle Cloud Infrastructure-Compute-Virtual Machine Standard-E2 Micro-Free
OCPU Per Hour 0.0 0.0
B92072 - Oracle Cloud Infrastructure-API Gateway-1,000,000 API Calls
1,000,000 API Calls Per Month 3.0 3.0
B92306 - Oracle Cloud Infrastructure-Compute-Standard-E3- OCPU
OCPU Per Hour 0.025 0.025
B92307 - Oracle Cloud Infrastructure-Compute-Standard-E3- Memory
Gigabyte Per Hour 0.0015 0.0015
B92740 - Oracle Cloud Infrastructure-Compute-GPU-E3
GPU Per Hour 3.05 3.05
B93113 - Oracle Cloud Infrastructure-Compute-Standard-E4 OCPU Per Hour 0.025 0.025
B93114 - Oracle Cloud Infrastructure-Compute-Standard-E4- Memory
Gigabyte Per Hour 0.0015 0.0015
B93121 - Oracle Cloud Infrastructure-Compute-Dense I/O-E4 OCPU Per Hour 0.025 0.025
B93122 - Oracle Cloud Infrastructure-Compute-Dense I/O-E4 Gigabyte Memory Per Hour 0.0015 0.0015
B93123 - Oracle Cloud Infrastructure-Compute-Dense I/O-E4 NVMe Terabyte Per Hour 0.0612 0.0612
B93297 - Oracle Cloud Infrastructure-Compute-Standard-A1 OCPU Per Hour 0 - 3000 0.0 0.0
OCPU Per Hour 3000 -
999999999999999

0.01 0.01
B93298 - Oracle Cloud Infrastructure-Compute-Standard-A1- Memory
Gigabyte Per Hour 0 - 18000 0.0 0.0
Gigabyte Per Hour 18000 -
999999999999999

0.0015 0.0015
B93311 - Oracle Cloud Infrastructure-Compute-Optimized-X9 OCPU Per Hour 0.054 0.054
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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#5..
- 338 -
Usage Item Description Metric List Price Overage Net Unit Price B93312 - Oracle Cloud Infrastructure-Compute-Optimized-X9- Memory
Gigabyte Per Hour 0.0015 0.0015
B93544 - Oracle Cloud Infrastructure-Compute-GPU-E4
GPU Per Hour 3.05 3.05
B93704 - Oracle Cloud Infrastructure-Compute-GPU-T1
GPU Per Hour 1.55 1.55
B94176 - Oracle Cloud Infrastructure-Compute-Standard-X9 OCPU Per Hour 0.04 0.04
B94177 - Oracle Cloud Infrastructure-Compute-Standard-X9- Memory
Gigabyte Per Hour 0.0015 0.0015
B95907 - Oracle Cloud Infrastructure-Compute-GPU-A100-v2 GPU Per Hour 4.0 4.0
B95909 - Oracle Cloud Infrastructure-Compute-GPU-A10
GPU Per Hour 2.0 2.0
Storage Cloud Service
B89057 - Oracle Cloud Infrastructure-File Storage
Gigabyte Storage Capacity per
Month

0.3 0.3
B90938 - Oracle Cloud Infrastructure-Streaming-PUT or GET Gigabytes of Data Transferred 0.025 0.025
B90939 - Oracle Cloud Infrastructure-Streaming-Storage
Gigabyte Per Hour 0.0002 0.0002
B91445 - Oracle Cloud Infrastructure-Block Volume-Free
Gigabyte Storage Capacity per
Month

0.0 0.0
B91627 - Oracle Cloud Infrastructure-Object Storage-Requests 10,000 Requests per Month 0 - 5 0.0 0.0
10,000 Requests per Month 5 -
999999999

0.0034 0.0034
B91628 - Oracle Cloud Infrastructure-Object Storage-Storage Gigabyte Storage Capacity per
Month 0 - 10

0.0 0.0
Gigabyte Storage Capacity per
Month 10 - 999999999

0.0255 0.0255
B91633 - Oracle Cloud Infrastructure-Archive Storage-Free Gigabyte Storage Capacity per
Month 0 - 10

0.0 0.0
Gigabyte Storage Capacity per
Month 10 - 999999999

0.0026 0.0026
B91961 - Oracle Cloud Infrastructure-Block Volume Storage Gigabyte Storage Capacity Per
Month

0.0255 0.0255
B91962 - Oracle Cloud Infrastructure-Block Volume
Performance
Performance Units Per Gigabyte
Per Month

0.0017 0.0017
B93000 - Oracle Cloud Infrastructure-Infrequent Access
Storage-Storage
Gigabyte Storage Capacity Per
Month 0 - 10

0.0 0.0
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Usage Item Description Metric List Price Overage Net Unit Price Gigabyte Storage Capacity Per
Month 10 - 999999999999999

0.01 0.01
B93001 - Oracle Cloud Infrastructure-Data Retrieval-Storage Gigabyte Storage Retrieved Per
Month 0 - 10

0.0 0.0
Gigabyte Storage Retrieved Per
Month 10 - 999999999999999

0.01 0.01
B95410 - Oracle ZFS Storage-High Availability
Instance Per Hour 1.85 1.85
Network Cloud Service
B88325 - Oracle Cloud Infrastructure-FastConnect 1 Gbps Port Hour 0.2125 0.2125
B88326 - Oracle Cloud Infrastructure-FastConnect 10 Gbps Port Hour 1.275 1.275
B88327 - Oracle Cloud Infrastructure-Outbound Data TransferOriginating in North America, Europe, and UK Gigabyte Outbound Data Transfer
Per Month 0 - 10240

0.0 0.0
Gigabyte Outbound Data Transfer
Per Month 10240 -
999999999999999

0.0085 0.0085
B88523 - Oracle Cloud Infrastructure-Email Delivery
1,000 Emails Sent 0 - 3 0.0 0.0
1,000 Emails Sent 3 -
999999999999999

0.085 0.085
B88525 - Oracle Cloud Infrastructure-DNS
1,000,000 Queries 0.85 0.85
B90323 - Oracle Cloud Infrastructure-Health Checks-Basic Endpoints Per Month 0.3 0.3
B90325 - Oracle Cloud Infrastructure-Health Checks-Premium Endpoints Per Month 1.3 1.3
B90327 - Oracle Cloud Infrastructure-DNS Traffic Management 1,000,000 DNS Traffic
Management Queries

4.0 4.0
B90925 - Oracle Cloud Infrastructure-Monitoring-Ingestion Million Datapoints 0 - 500 0.0 0.0
Million Datapoints 500 -
999999999

0.0025 0.0025
B90926 - Oracle Cloud Infrastructure-Monitoring-Retrieval Million Datapoints 0 - 1000 0.0 0.0
Million Datapoints 1000 -
999999999

0.0015 0.0015
B90940 - Oracle Cloud Infrastructure-Notifications-HTTPS Delivery
Million Delivery Operations 0 - 1 0.0 0.0
Million Delivery Operations 1 -
999999999

0.6 0.6
B90941 - Oracle Cloud Infrastructure-Notifications-Email Delivery
1,000 Emails Sent 0 - 1 0.0 0.0
1,000 Emails Sent 1 - 999999999 0.02 0.02
B92593 - Oracle Cloud Infrastructure-Logging-Storage
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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#5..
- 340 -
Usage Item Description Metric List Price Overage Net Unit Price Gigabyte Log Storage Per Month
0 - 10

0.0 0.0
Gigabyte Log Storage Per Month
10 - 999999999

0.05 0.05
B93004 - Oracle Cloud Infrastructure-Notifications-SMS
Outbound to Country Zone 1
1 SMS Message Sent 0 - 100 0.0 0.0
1 SMS Message Sent 100 -
999999999999999

0.015 0.015
B93005 - Oracle Cloud Infrastructure-Notifications-SMS
Outbound to Country Zone 2
1 SMS Message Sent 0 - 100 0.0 0.0
1 SMS Message Sent 100 -
999999999999999

0.045 0.045
B93006 - Oracle Cloud Infrastructure-Notifications-SMS
Outbound to Country Zone 3
1 SMS Message Sent 0 - 100 0.0 0.0
1 SMS Message Sent 100 -
999999999999999

0.086 0.086
B93007 - Oracle Cloud Infrastructure-Notifications-SMS
Outbound to Country Zone 4
1 SMS Message Sent 0 - 100 0.0 0.0
1 SMS Message Sent 100 -
999999999999999

0.12 0.12
B93008 - Oracle Cloud Infrastructure-Notifications-SMS
Outbound to Country Zone 5
1 SMS Message Sent 0 - 100 0.0 0.0
1 SMS Message Sent 100 -
999999999999999

0.24 0.24
B93030 - Oracle Cloud Infrastructure-Load Balancer Base Load Balancer Hour 0 - 744 0.0 0.0
Load Balancer Hour 744 -
999999999

0.0113 0.0113
B93031 - Oracle Cloud Infrastructure-Load Balancer Bandwidth Mbps Per Hour 0 - 7440 0.0 0.0
Mbps Per Hour 7440 - 999999999 0.0001 0.0001
B93126 - Oracle Cloud Infrastructure-FastConnect 100Gbps Port Hour 10.75 10.75
B93455 - Oracle Cloud Infrastructure-Outbound Data TransferOriginating in APAC, Japan, and South America Gigabyte Outbound Data Transfer
Per Month 0 - 10240

0.0 0.0
Gigabyte Outbound Data Transfer
Per Month 10240 -
999999999999999

0.025 0.025
B93456 - Oracle Cloud Infrastructure-Outbound Data TransferOriginating in Middle East and Africa Gigabyte Outbound Data Transfer
Per Month 0 - 10240

0.0 0.0
Gigabyte Outbound Data Transfer
Per Month 10240 -
999999999999999

0.05 0.05
B95697 - Oracle Cloud Infrastructure Queue
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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#5..
- 341 -
Usage Item Description Metric List Price Overage Net Unit Price 1,000,000 Requests 0 - 1 0.0 0.0
1,000,000 Requests 1 -
999999999999999

0.22 0.22
Analytics Cloud Service
B89630 - Oracle Analytics Cloud-Professional
OCPU Per Hour 1.0753 1.0753
B89631 - Oracle Analytics Cloud-Enterprise
OCPU Per Hour 2.1506 2.1506
B89636 - Oracle Analytics Cloud-Professional-BYOL
OCPU Per Hour 0.3226 0.3226
B89637 - Oracle Analytics Cloud-Enterprise-BYOL
OCPU Per Hour 0.3226 0.3226
B92335 - Essbase for Oracle Cloud Infrastructure
OCPU Per Hour 1.3129 1.3129
B92682 - Oracle Analytics-Professional
User Per Month 16.0 16.0
B92683 - Oracle Analytics-Enterprise
User Per Month 80.0 80.0
B94568 - Oracle Analytics Server for Oracle Cloud Infrastructure OCPU Per Hour 1.75 1.75
Big Data Cloud Service
B93423 - Oracle Cloud AI Services-Language-Pre-trained
Inferencing
1,000 Transactions 0 - 5 0.0 0.0
1,000 Transactions 5 -
999999999999999

0.25 0.25
B93545 - Oracle Cloud Infrastructure AI Services-Anomaly Detection
1000 Transactions 0 - 1 0.0 0.0
1000 Transactions 1 -
999999999999999

0.25 0.25
B93555 - Oracle Big Data Service
OCPU Per Hour 0.015 0.015
B94282 - Oracle Cloud Infrastructure-Data Labeling
Annotated Data Record 0 - 1000 0.0 0.0
Annotated Data Record 1000 -
999999999999999

0.0002 0.0002
B94896 - Oracle Cloud Infrastructure-Speech
Transcription Hour 0 - 5 0.0 0.0
Transcription Hour 5 -
999999999999999

0.5 0.5
B94973 - Oracle Cloud Infrastructure-Vision-Image Analysis 1,000 Transactions 0 - 5 0.0 0.0
1,000 Transactions 5 -
999999999999999

0.25 0.25
B94974 - Oracle Cloud Infrastructure-Vision-OCR
1,000 Transactions 0 - 5 0.0 0.0
1,000 Transactions 5 -
999999999999999

1.0 1.0
B94977 - Oracle Cloud Infrastructure-Vision-Custom Training Training Hour 0 - 15 0.0 0.0
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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#5..
- 342 -
Usage Item Description Metric List Price Overage Net Unit Price Training Hour 15 -
999999999999999

1.5 1.5
B95918 - Oracle Cloud Infrastructure-Language-Custom
Inferencing-Dedicated
Inferencing Unit Hour 0 - 15 0.0 0.0
Inferencing Unit Hour 15 -
999999999999999

1.5 1.5
B95919 - Oracle Cloud Infrastructure-Language-Custom
Training
Training Hour 0 - 15 0.0 0.0
Training Hour 15 -
999999999999999

1.5 1.5
B95920 - Oracle Cloud Infrastructure-Language-Text Translation 1000 Transactions 0 - 1 0.0 0.0
1000 Transactions 1 -
999999999999999

10.0 10.0
B96110 - Oracle Cloud Infrastructure-Document UnderstandingOCR 1,000 Transactions 0 - 5 0.0 0.0
1,000 Transactions 5 -
999999999999999

1.0 1.0
B96111 - Oracle Cloud Infrastructure-Document UnderstandingDocument Properties 1,000 Transactions 0 - 5 0.0 0.0
1,000 Transactions 5 -
999999999999999

0.25 0.25
B96112 - Oracle Cloud Infrastructure-Document UnderstandingDocument Extraction 1,000 Transactions 0 - 5 0.0 0.0
1,000 Transactions 5 -
999999999999999

10.0 10.0
Enterprise Integration Cloud Service
B89639 - Oracle Integration Cloud Service-Standard
5K Messages Per Hour 0.6452 0.6452
B89640 - Oracle Integration Cloud Service-Enterprise
5K Messages Per Hour 1.2903 1.2903
B89643 - Oracle Integration Cloud Service-Standard-BYOL 20K Messages Per Hour 0.3226 0.3226
B89644 - Oracle Integration Cloud Service-Enterprise-BYOL 20K Messages Per Hour 0.3226 0.3226
B92450 - Oracle SOA Suite for Oracle Cloud Infrastructure OCPU Per Hour 0.7231 0.7231
B92451 - Oracle SOA Suite for Oracle Cloud Infrastructure-with B2B Adapter for EDI
OCPU Per Hour 1.2071 1.2071
B95504 - Oracle Cloud Infrastructure Process Automation-User Active Process User Per Hour 0.1 0.1
B95505 - Oracle Cloud Infrastructure Process AutomationExecution Pack Execution Pack Per Month 0 - 1 0.0 0.0
Execution Pack Per Month 1 -
999999999999999
125.0 125.0
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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#5..
- 343 -
Usage Item Description Metric List Price Overage Net Unit Price Data Management Cloud Service
B88290 - Oracle Database Cloud Service-Enterprise EditionGeneral Purpose OCPU Per Hour 0.4301 0.4301
B88291 - Oracle Database Cloud Service-Enterprise Edition Extreme Performance-General Purpose
OCPU Per Hour 1.3441 1.3441
B88292 - Oracle Database Cloud Service-Enterprise Edition High Performance-General Purpose
OCPU Per Hour 0.8871 0.8871
B88293 - Oracle Database Cloud Service-Standard EditionGeneral Purpose OCPU Per Hour 0.215 0.215
B88294 - Oracle Database Backup Service-Outbound Data
Transfer
Gigabyte Outbound Data Transfer
per Month 0 - 1

0.0 0.0
Gigabyte Outbound Data Transfer
per Month 1 - 10240

0.096 0.096
Gigabyte Outbound Data Transfer
per Month 10240 - 51200

0.072 0.072
Gigabyte Outbound Data Transfer
per Month 51200 - 153600

0.056 0.056
Gigabyte Outbound Data Transfer
per Month 153600 - 512000

0.04 0.04
Gigabyte Outbound Data Transfer
per Month 512000 - 999999999

0.04 0.04
B88295 - Oracle Database Backup Service-GET and all other Requests
10000 Requests Per Month 0.0032 0.0032
B88296 - Oracle Database Backup Service-PUT, COPY, POST or LIST Requests
1000 Requests Per Month 0.004 0.004
B88297 - Oracle Database Backup Service-Storage Capacity Gigabyte Storage Capacity per
Month 0 - 1024

0.0211 0.0211
Gigabyte Storage Capacity per
Month 1024 - 51200

0.0208 0.0208
Gigabyte Storage Capacity per
Month 51200 - 512000

0.0204 0.0204
Gigabyte Storage Capacity per
Month 512000 - 1024000

0.0201 0.0201
Gigabyte Storage Capacity per
Month 1024000 - 5120000

0.0197 0.0197
Gigabyte Storage Capacity per
Month 5120000 - 999999999

0.0194 0.0194
B88402 - Oracle Database Cloud Service-Enterprise Edition Extreme Performance RAC-BYOL
OCPU Per Hour 0.1935 0.1935
B88404 - Oracle Database Cloud Service-All Editions-BYOL OCPU Per Hour 0.1935 0.1935
B88592 - Exadata Database OCPU-Dedicated
OCPU Per Hour 1.3441 1.3441
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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#5..
- 344 -
Usage Item Description Metric List Price Overage Net Unit Price B88593 - Oracle Cloud Infrastructure-Database Exadata
Quarter Rack-X6
Hosted Environment Per Hour 51.0753 51.0753
B88594 - Oracle Cloud Infrastructure-Database Exadata Half Rack-X6
Hosted Environment Per Hour 102.1506 102.1506
B88595 - Oracle Cloud Infrastructure-Database Exadata Full Rack-X6
Hosted Environment Per Hour 204.3011 204.3011
B88847 - Exadata Database OCPU-Dedicated-BYOL
OCPU Per Hour 0.3226 0.3226
B88854 - Oracle Cloud Infrastructure-Database Exadata Full Rack-X6-BYOL
Hosted Environment Per Hour 135.914 135.914
B88855 - Oracle Cloud Infrastructure-Database Exadata Half Rack-X6-BYOL
Hosted Environment Per Hour 67.957 67.957
B88856 - Oracle Cloud Infrastructure-Database Exadata
Quarter Rack-X6-BYOL
Hosted Environment Per Hour 33.9785 33.9785
B89039 - Oracle Autonomous Data Warehouse-BYOL
OCPU Per Hour 0.3226 0.3226
B89040 - Oracle Autonomous Data Warehouse
OCPU Per Hour 1.3441 1.3441
B89041 - Oracle Autonomous Data Warehouse-Exadata
Storage
Terabyte Storage Capacity Per
Month
118.4 118.4
B89737 - Oracle NoSQL Database Cloud Service-Write
Write Unit Per Month 0.1254 0.1254
B89738 - Oracle NoSQL Database Cloud Service-Read
Read Unit Per Month 0.0064 0.0064
B89739 - Oracle NoSQL Database Cloud Service-Storage
Gigabyte Storage Capacity Per
Month

0.066 0.066
B89980 - Oracle Database Exadata Cloud at CustomerDatabase OCPU OCPU Per Hour 1.3441 1.3441
B89981 - Oracle Database Exadata Cloud at CustomerDatabase OCPU-BYOL OCPU Per Hour 0.3226 0.3226
B89999 - Oracle Cloud Infrastructure-Database Exadata
Infrastructure-Quarter Rack-X7
Hosted Environment Per Hour 21.5054 21.5054
B90000 - Oracle Cloud Infrastructure-Database Exadata
Infrastructure-Half Rack-X7
Hosted Environment Per Hour 43.0107 43.0107
B90001 - Oracle Cloud Infrastructure-Database Exadata
Infrastructure-Full Rack-X7
Hosted Environment Per Hour 86.0215 86.0215
B90230 - Oracle Database Backup Cloud-Object Storage
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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#5..
- 345 -
Usage Item Description Metric List Price Overage Net Unit Price Gigabyte Storage Capacity Per
Month

0.0051 0.0051
B90231 - Oracle Database Backup Cloud-Archive Storage
Gigabyte Storage Capacity Per
Month

0.0005 0.0005
B90453 - Oracle Autonomous Transaction Processing
OCPU Per Hour 1.3441 1.3441
B90454 - Oracle Autonomous Transaction Processing-BYOL
OCPU Per Hour 0.3226 0.3226
B90455 - Oracle Autonomous Transaction Processing-Exadata Storage
Terabyte Storage Capacity Per
Month
118.4 118.4
B90569 - Oracle Base Database Service-Standard
OCPU Per Hour 0.215 0.215
B90570 - Oracle Base Database Service-Enterprise
OCPU Per Hour 0.4301 0.4301
B90571 - Oracle Base Database Service-High Performance
OCPU Per Hour 0.8871 0.8871
B90572 - Oracle Base Database Service-Extreme Performance OCPU Per Hour 1.3441 1.3441
B90573 - Oracle Base Database Service-BYOL
OCPU Per Hour 0.1935 0.1935
B90777 - Oracle Cloud Infrastructure-Database Exadata
Infrastructure-Base System
Hosted Environment Per Hour 10.7527 10.7527
B91121 - Oracle Cloud SQL-Compute Capacity
OCPU Per Hour 0.1075 0.1075
B91128 - Oracle Big Data Service-Compute-Standard
OCPU Per Hour 0.1344 0.1344
B91129 - Oracle Big Data Service-Compute-Dense I/O
OCPU Per Hour 0.214 0.214
B91130 - Oracle Big Data Service-Compute-HPC
OCPU Per Hour 0.1536 0.1536
B91363 - Gen 2 Exadata Cloud at Customer-Database OCPU
OCPU Per Hour 1.3441 1.3441
B91364 - Gen 2 Exadata Cloud at Customer-Database OCPUBYOL OCPU Per Hour 0.3226 0.3226
B91391 - Oracle Autonomous Data Warehouse-Free
OCPU Per Hour 0.0 0.0
B91392 - Oracle Autonomous Data Warehouse-Exadata
Storage-Free
Terabyte Storage Capacity Per
Month

0.0 0.0
B91393 - Oracle Autonomous Transaction Processing-Free
OCPU Per Hour 0.0 0.0
B91394 - Oracle Autonomous Transaction Processing-Exadata Storage-Free
Terabyte Storage Capacity Per
Month

0.0 0.0
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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#5..
- 346 -
Usage Item Description Metric List Price Overage Net Unit Price B91535 - Oracle Cloud Infrastructure-Database Exadata
Infrastructure-Quarter Rack-X8
Hosted Environment Per Hour 14.5162 14.5162
B91536 - Oracle Cloud Infrastructure-Database Exadata
Infrastructure-Half Rack-X8
Hosted Environment Per Hour 29.0323 29.0323
B91537 - Oracle Cloud Infrastructure-Database Exadata
Infrastructure-Full Rack-X8
Hosted Environment Per Hour 58.0645 58.0645
B91631 - Oracle Cloud Infrastructure-Data Safe for Database Cloud Service-Audit Record Collection Over 1 Million Records 10,000 Audit Records Per Target
Per Month

0.1 0.1
B91632 - Oracle Cloud Infrastructure-Data Safe for Database Cloud Service
Each 0.0 0.0
B92023 - MySQL HeatWave-Standard
Node Per Hour 0.3536 0.3536
B92024 - MySQL Database for HeatWave-Standard
Node Per Hour 0.3536 0.3536
B92181 - Oracle Autonomous Transaction ProcessingDedicated OCPU Per Hour 1.3441 1.3441
B92182 - Oracle Autonomous Data Warehouse-Dedicated
OCPU Per Hour 1.3441 1.3441
B92183 - Oracle Autonomous Transaction ProcessingDedicated-BYOL OCPU Per Hour 0.3226 0.3226
B92184 - Oracle Autonomous Data Warehouse-DedicatedBYOL OCPU Per Hour 0.3226 0.3226
B92212 - Oracle Autonomous JSON Database
OCPU Per Hour 0.3226 0.3226
B92380 - Oracle Cloud Infrastructure-Database Exadata
Infrastructure-Quarter Rack-X8M
Hosted Environment Per Hour 14.5162 14.5162
B92381 - Oracle Cloud Infrastructure-Database Exadata
Infrastructure-Database Server-X8M
Hosted Environment Per Hour 2.9032 2.9032
B92382 - Oracle Cloud Infrastructure-Database Exadata
Infrastructure-Storage Server-X8M
Hosted Environment Per Hour 2.9032 2.9032
B92418 - Exadata Cloud at Customer-Autonomous Transaction Processing
Database OCPU Per Hour 1.3441 1.3441
B92419 - Exadata Cloud at Customer-Autonomous Data
Warehouse
Database OCPU Per Hour 1.3441 1.3441
B92420 - Exadata Cloud at Customer-Autonomous Transaction Processing-Database OCPU-BYOL
OCPU Per Hour 0.3226 0.3226
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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#5..
- 347 -
Usage Item Description Metric List Price Overage Net Unit Price B92421 - Exadata Cloud at Customer-Autonomous Data
Warehouse-Database OCPU-BYOL
OCPU Per Hour 0.3226 0.3226
B92425 - MySQL Database-Standard-E2
OCPU Per Hour 0.0467 0.0467
B92426 - MySQL Database-Storage
Gigabyte Storage Capacity per
Month

0.04 0.04
B92483 - MySQL Database-Backup Storage
Gigabyte Storage Capacity per
Month

0.04 0.04
B92627 - Oracle NoSQL Database Cloud-Write-Free
Write Unit Per Month 0.0 0.0
B92628 - Oracle NoSQL Database Cloud-Read-Free
Read Unit Per Month 0.0 0.0
B92629 - Oracle NoSQL Database Cloud-Storage-Free
Gigabyte Storage Capacity Per
Month

0.0 0.0
B92733 - Oracle Cloud Infrastructure-Data Safe for OnPremises Databases & Databases on Compute Target Database Per Month 200.0 200.0
B92734 - Oracle Cloud Infrastructure-Data Safe for OnPremises Databases & Databases on Compute 10,000 Audit Records Per Target
Per Month

0.1 0.1
B92759 - MySQL Analytics-Bare Metal Standard-E2
Node Per Hour 0.5018 0.5018
B92807 - MySQL Database-Bare Metal Standard-E2
Node Per Hour 0.5018 0.5018
B92911 - Oracle APEX Application Development
OCPU Per Hour 0.3226 0.3226
B92962 - MySQL Database-Standard-E3
OCPU Per Hour 0.038 0.038
B92963 - MySQL Database-Standard-E3-Memory
Gigabyte Per Hour 0.0022 0.0022
B93199 - Oracle Cloud Infrastructure Database Migration Migration Hour 0.2 0.2
B93320 - Oracle APEX Application Development-Free
OCPU Per Hour 0.0 0.0
B93380 - Exadata Cloud Infrastructure-Quarter Rack-X9M
Hosted Environment Per Hour 14.5162 14.5162
B93381 - Exadata Cloud Infrastructure-Database Server-X9M Hosted Environment Per Hour 2.9032 2.9032
B93382 - Exadata Cloud Infrastructure-Storage Server-X9M Hosted Environment Per Hour 2.9032 2.9032
B93546 - MySQL Database for HeatWave-Bare Metal Standard Node Per Hour 2.2144 2.2144
B93709 - Oracle Cloud Infrastructure Search Service with OpenSearch HA
Node Per Hour 0.25 0.25
B93710 - Oracle NoSQL Database Cloud-Write-Auto
Write Unit Per Month 3.135 3.135
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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#5..
- 348 -
Usage Item Description Metric List Price Overage Net Unit Price B93711 - Oracle NoSQL Database Cloud-Read-Auto
Read Unit Per Month 0.16 0.16
B93712 - Oracle NoSQL Database Cloud-Hosted Environment Hosted Environment Per Month 28,796.0 28,796.0
B95264 - Application Performance Monitoring Service-Stack Monitoring
10 Monitored Resources Per
Hour

0.075 0.075
B95427 - MySQL Database-AWS-Storage
Gigabyte Storage Capacity Per
Month

0.132 0.132
B95428 - MySQL Database-AWS-Backup Storage
Gigabyte Storage Capacity Per
Month

0.0476 0.0476
B95435 - MySQL Database-Standard-AMD E4-Compute
OCPU Per Hour 0.038 0.038
B95436 - MySQL Database-Standard-AMD E4-Memory
Gigabyte Per Hour 0.0022 0.0022
B95437 - MySQL Database-Standard-Intel X7-Compute
OCPU Per Hour 0.062 0.062
B95438 - MySQL Database-Standard-Intel X7-Memory
Gigabyte Per Hour 0.0022 0.0022
B95439 - MySQL Database-Standard-Intel X9-Compute
OCPU Per Hour 0.062 0.062
B95440 - MySQL Database-Standard-Intel X9-Memory
Gigabyte Per Hour 0.0022 0.0022
B95441 - MySQL Database-Optimized-Intel X9-Compute
OCPU Per Hour 0.082 0.082
B95442 - MySQL Database-Optimized-Intel X9-Memory
Gigabyte Per Hour 0.0022 0.0022
B95485 - Oracle Cloud Infrastructure Full Stack Disaster Recovery Service
OCPU Per Hour 0.0128 0.0128
B96157 - MySQL HeatWave-AWS
HeatWave Capacity Per Hour 0.049 0.049
B96158 - MySQL Database-AWS-ECPU
ECPU Per Hour 0.049 0.049
B96159 - MySQL Database-AWS-Outbound Data Transfer-Inter AWS Region
Gigabyte of Data Transferred 0.0504 0.0504
B96160 - MySQL Database-AWS-Outbound Data Transfer-To
Internet
Gigabyte of Data Transferred 0.0911 0.0911
Not Discount Eligible
B88318 - Oracle Cloud Infrastructure-Compute-Windows OS OCPU Per Hour 0.092 0.092
B92386 - Oracle Cloud VMware Solution
OCPU Per Hour 0.2031 0.2031
B92615 - Roving Edge Device-Compute Optimized-Ruggedized Resource Possession Per Day 160.0 160.0
B92686 - Oracle Analytics for Fusion Applications-Free
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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#5..
- 349 -
Usage Item Description Metric List Price Overage Net Unit Price Hosted Named User 0.0 0.0
B93039 - Roving Edge Device-Compute Optimized-Standard
Resource Possession Per Day 160.0 160.0
B93040 - Roving Edge Device-Compute OptimizedUnreturnable/Loss Fee Each 45,000.0 45,000.0
B93288 - Oracle Cloud VMware Solution-BM.DenseIO2.52-
Hourly Commit
OCPU Per Hour 0.2437 0.2437
B93289 - Oracle Cloud VMware Solution-BM.DenseIO2.52-1
Year Commit
OCPU Per Hour 0.1625 0.1625
B93290 - Oracle Cloud VMware Solution-BM.DenseIO2.52-3
Year Commit
OCPU Per Hour 0.132 0.132
B93307 - Autonomous JSON Database-Free
OCPU Per Hour 0.0 0.0
B93421 - Oracle Cloud VMware Solution-HCX EnterpriseMonthly OCPU Per Hour 0.0126 0.0126
B95178 - Oracle Cloud VMware Solution-BM.DenseIO.E4.64- Hourly Commit
OCPU Per Hour 0.2437 0.2437
B95179 - Oracle Cloud VMware Solution-BM.DenseIO.E4.64- Monthly Commit
OCPU Per Hour 0.2031 0.2031
B95180 - Oracle Cloud VMware Solution-BM.DenseIO.E4.64-1 year Commit
OCPU Per Hour 0.1625 0.1625
B95181 - Oracle Cloud VMware Solution-BM.DenseIO.E4.64-3 year Commit
OCPU Per Hour 0.132 0.132
B95228 - Roving Edge Ultra
Resource Possession Per Day 45.0 45.0
B95229 - Roving Edge Ultra Non-Return or Loss Fee
Each 35,000.0 35,000.0
B95403 - Oracle Cloud Infrastructure-Network Firewall Instance Instance Per Hour 2.75 2.75
B95404 - Oracle Cloud Infrastructure-Network Firewall Data Processing
Gigabyte of Data Processed 0 -
10240

0.0 0.0
Gigabyte of Data Processed
10240 - 999999999999999

0.01 0.01
B95411 - Oracle Cloud VMware Solution-BM.DenseIO.E4.32- Hourly Commit
OCPU Per Hour 0.3047 0.3047
B95412 - Oracle Cloud VMware Solution-BM.DenseIO.E4.32- Monthly Commit
OCPU Per Hour 0.2539 0.2539
B95413 - Oracle Cloud VMware Solution-BM.DenseIO.E4.32-1 year Commit
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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Usage Item Description Metric List Price Overage Net Unit Price OCPU Per Hour 0.2031 0.2031
B95414 - Oracle Cloud VMware Solution-BM.DenseIO.E4.32-3 year Commit
OCPU Per Hour 0.165 0.165
B95415 - Oracle Cloud VMware Solution-BM.DenseIO.E4.128- Hourly Commit
OCPU Per Hour 0.195 0.195
B95416 - Oracle Cloud VMware Solution-BM.DenseIO.E4.128- Monthly Commit
OCPU Per Hour 0.1625 0.1625
B95417 - Oracle Cloud VMware Solution-BM.DenseIO.E4.128-1 year Commit
OCPU Per Hour 0.13 0.13
B95418 - Oracle Cloud VMware Solution-BM.DenseIO.E4.128-3 year Commit
OCPU Per Hour 0.1056 0.1056
CPQ-2477301 - 1 Issued by Oracle America, Inc. 5-JAN-2023

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Jade Global’s Response to The City of Modesto
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION (COPY)
July 12, 2022, 11:00 AM PT
Submitted By:

Jade Global, Inc.
1731 Technology Drive, Suite 350
San Jose, CA 95110
www.jadeglobal.com
Email: [email protected]
Submitted via Courier To:

City Clerk
City of Modesto
1010 10th Street, Suite 6600
Modesto, CA 95354
#5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | i Table of Contents
PROPOSAL ACKNOWLEDGEMENT.......................................................................................................1 PRICING SCHEDULE ............................................................................................................................3 EXCEPTIONS, CLARIFICATIONS AND AMENDMENTS ............................................................................6 REFERENCES ......................................................................................................................................7 FINANCIAL INTEREST DISCLOSURE (SIGNATURE FORM).....................................................................10 ADDENDA ACKNOWLEDGEMENT FORM ...........................................................................................11 COMPANY HISTORY STATEMENT......................................................................................................12 PROPOSAL SUBMITTAL ....................................................................................................................13 Organizational Strength, Experience and Our Understanding of the Requirements.......................13 Jade’s Approach Summary for OAC Implementation.......................................................................25 Assumptions.....................................................................................................................................43 Jade’s Value Proposition for the City’s OAC Implementation Program: ..........................................46 Benefits of Jade’s Proposed OAC Implementation Approach for the City .......................................47 Proposed Software Licensing Benefits of Jade’s Proposed OAC Implementation Approach for the City....................................................................................................................................................47 Staff Qualifications and Staffing Plan ...............................................................................................48 Sample Project Schedule, Sample Project Plan and Sample Weekly Reports....................................59 Risk Management Plan .....................................................................................................................65 Issue Management Process..............................................................................................................69 Change Request Management Process............................................................................................71 ATTACHMENT 1 – FUNCTIONAL REQUIREMENTS...............................................................................72 Appendix B – Technical Tab..............................................................................................................72 Appendix C – Functional Tab............................................................................................................81 APPENDIX A - SAMPLE REPORTS AND DASHBOARDS.........................................................................85 APPENDIX B – PREBUILT ANALYTICS SOLUTIONS OVERVIEW ............................................................87 APPENDIX C – MINORITY BUSINESS ENTERPRISE CERTIFICATE ...........................................................91 APPENDIX D – CMMI LEVEL 3 CERTIFICATION....................................................................................92 APPENDIX E – CERTIFICATE OF INSURANCE .......................................................................................93 APPENDIX F – CITY OF SAN JOSE BUSINESS TAX CERTIFICATE.............................................................94 #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | ii List of Figures
Figure 1: Company History............................................................................................................................12 Figure 2: Certified Oracle Cloud Partner.......................................................................................................13 Figure 3: Jade’s 4-D Implementation Approach ...........................................................................................25 Figure 4: Target State Architecture Diagram................................................................................................27 Figure 5: Proposed Security Framework and Authentication Flow for the OAC Environment ....................28 Figure 6: Finance Assist Model Development...............................................................................................29 Figure 7: Data-Model: GL Balance Sheet ......................................................................................................29 Figure 8: Data Model: AR Transactions.........................................................................................................30 Figure 9: Data Model: AP Transactions.........................................................................................................31 Figure 10: Intelli-HR Model Development....................................................................................................32 Figure 11: Data Model: HCM and Payroll .....................................................................................................33 Figure 12: SCM-360 Model Development.....................................................................................................34 Figure 13: Data Model: Inventory Aging.......................................................................................................34 Figure 14: Data Model: Inventory Balances..................................................................................................35 Figure 15: Data Model: Inventory - Bill of Materials ....................................................................................35 Figure 16: Data Model: Inventory - Transactions .........................................................................................36 Figure 17: Project-360 (as Accelerator) ........................................................................................................37 Figure 18: Data Model: Project Cost and Grants..........................................................................................37 Figure 19: High-Level Training Curriculum for OAC and ADW......................................................................40 Figure 20: Deployment Plan Overview .........................................................................................................41 Figure 21: Proposed OAC Implementation Service Delivery Approach........................................................48 Figure 22: High-Level Implementation Schedule..........................................................................................60 Figure 23: Sample Weekly Status Report......................................................................................................63 Figure 24: Sample Weekly Status Report......................................................................................................63 Figure 25: Sample Weekly Status and Risk Report .......................................................................................64 Figure 26: Risk Assessment Matrix ...............................................................................................................65 Figure 27: Issue Management Process .........................................................................................................69 Figure 28: Critical Success Factors for the City’s OAC Implementation Program.........................................70 Figure 29: Integrated Performance Management........................................................................................70 Figure 30: Change Request Management Framework .................................................................................71 Figure 30: Sample HCM Analytics - I .............................................................................................................85 Figure 31: Sample HCM Analytics - II ............................................................................................................85 #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | iii Figure 32: Sample Project Analytics Dashboard ...........................................................................................86 Figure 33: Sample Financial Analytics Dashboards.......................................................................................86 Figure 34: Finance Assist Overview...............................................................................................................87 Figure 35: Project-360 Overview ..................................................................................................................87 Figure 36: Intelli-HR Overview ......................................................................................................................88 Figure 37: SCM-360 Overview.......................................................................................................................88 List of Tables
Table 1: Exception to Contract Clauses...........................................................................................................6 Table 2: References.........................................................................................................................................7 Table 3: Addendum Acknowledgement........................................................................................................11 Table 4: Our Success Stories in OAC Implementation Projects ....................................................................15 Table 5: Implementation In-Scope Items......................................................................................................44 Table 6: Anticipated Results for the City using Jade’s Approach..................................................................47 Table 7: Proposed Software Licensing for the 4-D Approach Implementation............................................47 Table 8: Key Resources .................................................................................................................................50 Table 9: Roles and Responsibilities...............................................................................................................57 Table 10: Sample Project Plan for City’s OAC Implementation Project........................................................61 Table 11: Risk and Mitigation Plan................................................................................................................66 Table 12: Communication Plan .....................................................................................................................68 Table 13: Appendix B – Technical Tab ..........................................................................................................72 Table 14: Appendix C – Functional Tab.........................................................................................................81 Table 15: Comparison Between ODI Versions..............................................................................................89 #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 1

PROPOSAL ACKNOWLEDGEMENT

PROPOSAL ACKNOWLEDGEMENT
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION
The City is soliciting proposals from qualified proposers to furnish its requirements per the specifications, terms and conditions contained in the above referenced proposal number. This Proposal Acknowledgement must be completed, signed by a responsible officer or employee, dated, and submitted with the proposal response. Obligations assumed by such signature must be fulfilled.

1. Preparation of Proposals: (a) All prices and notations must be printed in ink or typewritten. No erasures permitted. Errors may be crossed out and corrections printed in ink or typewritten adjacent and must be initialed in ink by person signing the proposal. (b) Quote price as specified in proposal. No alterations or changes of any kind shall be permitted to the Proposal Form. Responses that do not comply shall be subject to rejection in total.

2. Failure to Submit Proposal: If you are not submitting a proposal but want to remain on the mailing list and receive future proposals, complete, sign and return this Proposal Acknowledgement and state the reason you are not pricing.

3. Taxes and Freight Charges: (a) Unless otherwise required and specified in the RFP, the prices quoted herein do not include Sales, Use or other taxes. (b) No charge for delivery, drayage, express, parcel post packing, cartage, insurance, license fees, permits, costs of bonds, or for any other purpose, except taxes legally payable by City, will be paid by the City unless expressly included and itemized in the proposal. (c) Amount paid for transportation of property to the City is exempt from Federal Transportation Tax. An exemption certificate is not required where the shipping paper shows the consignee as one (1) of the Agencies as such papers may be accepted by the carrier as proof of the exempt character of the shipment. (d) Articles sold to the Agencies are exempt from certain Federal excise taxes. The Agencies will furnish an exemption certificate.

4. Award: (a) Unless otherwise specified by the proposer or the RFP gives notice of an all-or-none award, the City may accept any item or group of items of any proposal. (b) Proposals are subject to acceptance at any time within thirty (30) days of opening, unless otherwise specified in the RFP. (c) A valid, written purchase order mailed, or otherwise furnished, to the successful proposer within the time for acceptance specified results in a binding contract without further action by either party. The contract shall be interpreted, construed, and given effect in all respects according to the laws of the State of California.

5. Patent Indemnity: Proposers who do business with the City shall hold the City, its officers, agents, and employees, harmless from liability of any nature or kind, including cost and expenses, for infringement or use of any patent, copyright or other proprietary right, secret process, patented or un-patented invention, article or appliance furnished or used in connection with the contract or purchase order.

6. Samples: Samples of items, when required, shall be furnished free of expense to the City and if not destroyed by test may upon request (made when the sample is furnished), be returned at the proposer’s expense.

7. Rights and Remedies of Agencies for Default: (a) In the event any item furnished by the proposer in the performance of the contract or purchase order should fail to conform to the specifications therefore or to the sample submitted by the proposer with its proposal, the City may reject the same, and it shall thereupon become the duty of the proposer to reclaim and remove the same forthwith, without expense to the City, and immediately to replace all such rejected items with others conforming to such specifications or samples; provided that should the proposer fail, neglect or refuse so to do the City shall thereupon have the right to purchase in the open market, in lieu thereof, a corresponding quantity of any such items and to deduct from any moneys due or that may there after come due to vendor the difference between the prices named in the contract or purchase order and the actual cost thereof to the City. In the event that the proposer fails to make prompt delivery as specified for any item, the same conditions as to the rights of the City to purchase in the open market and to reimbursement set forth above shall apply, except when delivery is delayed by fire, strike, freight embargo, or Act of God or the government. (b) Cost of inspection or deliveries or offers for delivery, which do not meet specifications, will be borne by the proposer. (c) The rights and remedies of the Agencies provided above shall not be exclusive and are in addition to any other rights and remedies provided by law or under the contract.

8. Discounts: (a) Terms of less than ten (10) days for cash discount will be considered as net. (b) In connection with any discount offered, time will be computed from date of complete, satisfactory delivery of the supplies, equipment or services specified in the RFP, or from date correct invoices are received by the City at the billing address specified, if the latter date is later than the date of delivery. Payment is deemed to be made, for the purpose of earning the discount, on the date of mailing the City’s check.

9. California Government Code Section 4552: In submitting a proposal to a public purchasing body, the proposer offers and agrees that if the proposal is accepted, it will assign to the purchasing body all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. Sec. 15) or under the Cartwright Act (Chapter 2, commencing with Section 16700, of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, materials, or services by the proposer for sale to the purchasing body pursuant to the proposal. Such assignment shall be made and become effective at the time the purchasing body tenders final payment to the proposer.

10. No Guarantee or Warranty: The City makes no guarantee or warranty as to the condition, completeness or safety of any material or equipment that may be traded in on this order.

11. Two “Inked” Signed Original Proposal Document Requested: Failure to furnish at least one “inked” signed original proposal document may result in disqualification.

THE undersigned acknowledges receipt of the referenced RFP and/or Addenda and offers and agrees to furnish the articles and/or services specified on behalf of the proposer indicated below, in accordance with the specifications, terms and conditions of this RFP and Proposal Acknowledgement, for the pricing indicated on the Pricing Schedule.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 3

1. Pricing proposed is for budgetary purposes only. The actual costs will be negotiated based on further discussions with the City.

2. All rates are exclusive of travel expenses, which will be billed on actuals, as per contract policies.

3. The Pricing specified is subject to change effective year-3 and onwards.

4. Any change to the schedule outside of the control of Jade may result in a change request (Please refer to Figure 30: Change Request Management Framework), which will be billed on a time and material basis.

5. The professional services price quoted above are calculated based on the scope defined in the RFP, Jade's interpretation of requirements, and the assumptions stated in Jade's RFP response.

Any substantial changes to the assumptions or scope specified may result in a change request (Please refer to Figure 30: Change Request Management Framework).

6. Project Management Services will be billed monthly, upon successful signoff from the City.

7. Jade proposes Training through the Train-the-Trainer model. The price proposal is inclusive of training services.

8. Any additional training identified during implementation that increases the training services scope will be billed on a Time and Materials basis.

9. We assume that the City will bear the cost for all required training infrastructure like Microsoft Teams/Zoom Licenses, etc.

10. The price proposal does not include the cost of documentation services (if required). Any documentation services (system/end user/admin) will be billed on a Time and Material basis.

11. Pricing for Additional Services/Optional Services will be billed at the same rates as described in the professional services charter.

12. The Pricing is exclusive of local taxes (if applicable).

13. Please refer to Assumptions for In-Scope and Out-of-Scope requirements.

14. All prices are in US Dollars.

Our Ongoing Support Services program is designed to increase the efficiency YoY; hence, the City will enjoy the YoY cost reduction benefits.

Rest of this Page is Intentionally Blank.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 6

EXCEPTIONS, CLARIFICATIONS AND AMENDMENTS
Jade wishes to take exception to the following clause in the contract, and suggests the following language:

Table 1: Exception to Contract Clauses
Agreement Clause Number, Title,
and Page Number
Recommendation/ Amendment

5. Indemnity – Page 37
Can you please include the following paragraph to maintain neutrality?

NEITHER PARTY WILL BE LIABLE TO THE OTHER UNDER ANY CAUSE OF

ACTION, WHETHER IN CONTRACT, WARRANTY, TORT OR OTHERWISE, FOR

ANY INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES (INCLUDING LOSS OF REVENUE OR PROFITS) ARISING OUT OF OR RELATING

TO THIS AGREEMENT, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT SHALL THE LIABILITY OF THE CONTRACTOR TO

CITY OF MODESTO UNDER THIS AGREEMENT, OR ANY STATEMENT OF

WORK / OTHER WORK DOCUMENT EXECUTED UNDER THIS AGREEMENT,

EXCEED THE AMOUNT CITY HAS PAID THE CONTRACTOR IN THE
PRECEEDING TWELVE (12) MONTHS FROM THE DATE OF CAUSE OF ACTION GIVING RISE TO SUCH CLAIM. CONTRACTOR WILL NOT BE LIABLE FOR THE

SYSTEM, LICENCES, SOFTWARE, DEVICES ETC OWNED AND MANAGED BY CITY IN THEIR REGULAR COURSE OF BUSINESS.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 7

REFERENCES
Jade Global, Inc. considers information provided in Table 2 as Private and Confidential – Not to be Replicated, Reproduced or Published in any form without prior Conformation from Jade Global, Inc.

Jade has provided a list of five (5) current or former clients, identifying prior experience with the same type of services requested by the City under Scope of Work. Jade confirms that the proposed references have similar volume and requirements to those outlined in the RFP specifications No 2122-61.

Table 2: References

1. Company Name: Dropbox Inc.

Address: 1800 Owens St
City, State, Zip Code: San Francisco, CA 94158
Contact Person: Vikram Singhvi - Head of IT Business Applications Govinda Gangadi - Business Solutions Architect
Email Address: [email protected]
[email protected]
Telephone Number: N/A
Type of Business: Dropbox Inc. is an American file hosting service company headquartered in San Francisco, California, U.S. that offers cloud storage, file synchronization, personal cloud, and client software.

Date of Service: August 2020 – Ongoing
After OAC, ADW and ODI implementation we have current Active Support and Enhancements Engagement.

Annual Contract Value $1,200,000.00 (USD)

2. Company Name: Adventist Health System
Address: 3100 E Fletcher Ave
City, State, Zip Code: Tampa, FL 33613
Contact Person: Norman Bowen, Senior Manager BI
Email Address: [email protected]
Telephone Number: N/A
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 8 Type of Business: Adventist Health is a faith-based, nonprofit integrated health system serving more than 80 communities on the West Coast and Hawaii as well as others across the U.S. through its Blue Zones company, a pioneer in taking a systemic and environmental approach to improving the health of entire cities and communities.

Date of Service: April 2018 – September 2018
Annual Contract Value $225,000.00 (USD)

3. Company Name: Duff & Phelps (D&P)
(Now Known as Kroll, with HQs in NY)
Address: 55 East 52nd Street - 17th Floor
City, State, Zip Code: New York, NY 10055
Contact Person: Danny Meisner – Vice President, HR Systems Email Address: [email protected]
Telephone Number: N/A
Type of Business: Kroll, LLC, formerly Duff & Phelps LLC, is an American multinational financial consultancy firm based in New York City.

Date of Service: December 2018 – April 2019
Annual Contract Value $70,000.00 (USD)

4. Company Name: Sunflower Electric Power Corporation
Address: 301 West 13th Street
City, State, Zip Code: Hays, KS 67601
Contact Person: David Meyer - Senior Manager, Corporate Systems Email Address: [email protected]
Telephone Number: N/A
Type of Business: Sunflower Electric Power Corporation is a non-profit electric utility company that facilitates power supply and transmission services. The company operates a system of wind, gas and coal-based generating plants.

Date of Service: January 2017 – Ongoing
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 9 After BICS implementation we have current Active Support and Enhancements Engagement.

Annual Contract Value $100,000.00 (USD)

5. Company Name: Willis Towers Watson
Address: 1735 Market St
City, State, Zip Code: Philadelphia, PA 19103
Contact Person: Joe Munns, Senior Manager BI Systems
Email Address: [email protected]
Telephone Number: N/A
Type of Business: Willis Towers Watson Public Limited Company is a British-American multinational insurance advisor.

Date of Service: May 2016 – Ongoing
After ODI implementation - several BI projects completed including ongoing support and enhancements engagements.

Annual Contract Value $1,100,000.00 (USD)
Company Name (Proposer): Jade Global, Inc.

Jade has more than 150 Certified Oracle Analytics, Autonomous Datawarehouse (ADW) and Oracle Business Intelligence (OBI) Application consultants who have worked on many similar projects. With the aforementioned resource capabilities available in-house, as well as the many successful customer success stories available within our Analytics Service Line, Jade doesn’t have the need to bring in subcontractors to perform any work required.

We will use a proven team of expert personnel to deliver the solution to the City and will not subcontract any work for this project. We consider the roles and the duties of each position vital for service delivery and relationship management and shall deem the resources manning these positions to be Key Delivery Resources.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 10

FINANCIAL INTEREST DISCLOSURE (SIGNATURE FORM)
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 11

ADDENDA ACKNOWLEDGEMENT FORM
Jade acknowledges the receipt of the following addendums issued by the City. The proposal is submitted with respect to the changes to the request for bid and specifications included in addenda numbers:

Table 3: Addendum Acknowledgement
Addendum Number Release Date Acknowledged
Addendum No. 1 FINAL 2022-
06-27.docx
6/27/2022 Yes
Company Name (Bidder): Jade Global, Inc.

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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 12

COMPANY HISTORY STATEMENT
Founded in 2003, Jade Global Inc. (“Jade”) is a US C-Corporation incorporated in Delaware in 2012 and is headquartered in San Jose, CA. Jade has been in business for over 19 years and counting.

We are a premier Advisory, Integration, Testing, Cloud & Consulting Services, Business Solutions, and IT Outsourcing company that services clients across multiple technology platforms. We are headquartered in California, with offices in Philadelphia, Vienna, Toronto, and India, amongst others. With a highly motivated and superior talent pool of Consultants deployed worldwide, Jade has become a trusted partner of choice for our clients. Our team of experts successfully deliver business and technology solutions across diverse industries to drive our customers' long-term growth and success.

Jade’s Management Team has great teamwork, exceptional leadership, collaboration, and share the same vision and values to drive long-term customer growth and success. The team has a common and unified sense of what the team is there to achieve with the right mix of skills, knowledge, experiences, and attributes to get things done and deliver on the team’s goals.

As a testimonial to the capabilities and experience of our management team, Inc. 5000 has ranked Jade as one of the fastest growing companies in the U.S. for 11 years in a row, and by the Silicon Valley Journal amongst the Top 50 fastest growing private companies. The exhibit below provides a view of Jade’s corporate journey over the years.

Figure 1: Company History
As part of the minimum qualifications described in the RFP, Jade confirms to submit one complete set of Financial Statements within two (2) business days of the City’s request to [email protected]. Prior to beginning any service that shall be furnished under this specification, Jade shall secure the appropriate Business/Delivery license from the City. For City’s reference, we have enclosed our San Jose tax certificate as an Appendix.

Please refer to Appendix F – City of San Jose Business Tax Certificate for details. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 13

PROPOSAL SUBMITTAL

ORGANIZATIONAL STRENGTH, EXPERIENCE AND OUR UNDERSTANDING OF THE

REQUIREMENTS
Jade brings expertise in a broad array of technologies
and services like Oracle Analytics Cloud
Implementation, Upgrade and Support, Oracle
Enterprise Resource Planning (ERP) Implementation,
Upgrade and Support, Salesforce Implementation,
Upgrade and Support, Enterprise Integration,
Application Development & Modernization,
Application Quality Assurance (QA)/Testing Services,
Cloud Transformation & Management, Microservices,
and Development & IT Operations (DevOps), amongst
others.

Jade’s Analytics service line has been active for more
than 12 years and we were the first to bring an
automated solution to the market for OBIA upgrades
(7.9.6.4 to 11g) to convert Informatica maps to an ODI interface with up to 90% less effort compared to market standards. Our focus has always been on cutting-edge technology, and our analytics solutions add value and speed up the OAC migration process. We have successfully implemented solutions covering the entire journey of Analytics, from Descriptive to Prescriptive, including advisory, modernization, upgrades, analytics, advanced analytics, and core support projects.

Our past performance experience of successfully
executing more than 30 OAC implementation and
more than 50 Data warehouse implementation with
~50% less effort using our solution accelerator. Our
prebuilt analytics solution will play major role in
reducing overall implementation time and decrease
testing complexity for CITY’s OAC Implementation
and Support Project. Our service delivery model is
flexible enough to sync up seamlessly and
transparently with CITY’s internal operations
We keep ourselves abreast of the recent and upcoming updates in the OAC space and follow Oracle best practices while implementing the solution for our customers. We have prebuilt departmental Analytics model for Finance, SCM, HR and Project. This will work as a quick starter package for Datamart implementation in ADW and OAC. Jade work very closely with Oracle ADW team. Jade is also building Why Jade?
• Capability Maturity Model Integration (CMMI)
Services V2.0 Maturity Level 3 for Delivery
Excellence
• ISO 27001 & ISO 20000-1 Certified
• Inc. 5000 - Top Growing Companies in the US
• Oracle Modern OPN Partner (Previously called
Platinum Partner)
• Close working relationship with Oracle Analytics
Product Engineering Team
• 600+ Oracle Consultants with 150+ Oracle Analytics
Consultants
• 5+ Jade Oracle BI/OAC Case Studies in Oracle
Conferences and Open World
• 12 Prebuilt Accelerators for Upgrades and
Implementations
Figure 2: Certified Oracle Cloud Partner
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 14 accelerator for ADW data transform(Aka ODI web) in collaboration with Oracle ADW before ADW data transform is released in marketplace,
We understand that the City seeks an Oracle Analytics Cloud(OAC) partner who is highly skilled in Oracle Autonomous Datawarehouse and Oracle Analytics Cloud (OAC) applications who can perform the actual implementation without impacting business operations. Under this program Jade will rebuild the City’s Discoverer report in OAC, Create Data Mart for Finance, SCM, Project and Payroll in ADW, using our inhouse accelerators (SCM-360, Intelli-HR, Project-360 and Finance-Assist). Data Transform will be used as the ETL tool that comes with ADW. The OAC will be used as reporting platform with Jades prebuilt data model. For the City of Modesto (“City”), Jade will bring all our experience of working with U.S. based Public Sector organizations like Metrolink - Southern California Regional Rail Authority (SCRRA), Prince William County (VA), North Carolina State University and international public sector organizations like EPCOR Utilities (Canada), United Nations International Atomic Energy Agency (IAEA) etc. to name a few.

Please refer to Jade Global, Inc. considers information provided in Table 4 as Confidential – Not to be Replicated, Reproduced or Published in any form without prior Conformation from Jade Global, Inc.

Table 4: Our Success Stories in OAC Implementation Projects for an indicative list of our experience. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 15 Jade Global, Inc. considers information provided in Table 4 as Confidential – Not to be Replicated, Reproduced or Published in any form without prior Conformation from Jade Global, Inc.

Table 4: Our Success Stories in OAC Implementation Projects Client Name Project Details Client’s Business Problem Jade’s Role as Problem Solver Results Achieved Dropbox Inc,
CA
• Implement a holistic Financial
Data Strategy covering Spend,
Revenue, Free Cash Flow and
ROI Analysis
• Define Standardized financial
analytics metrics across the
enterprise
• Deliver accurate and relevant
data to business teams at
defined SLAs
• Seamless collaboration
between Dropbox teams
(accounting and FP&A
revenue, business partners
etc.)
• Self-Service Reports and
Dashboards to enable
management and operational
visibility
• Unable to provide business,
procurement, accounting,
and FP&A with accurate,
complete, consistent,
compliant, and timely spend
reporting to support
procurement analytics,
close, budget tracking
and business decisions
• Unable to analyze financial
transactional data (AP, AR,
GL etc.) by enterprise
financial hierarchies,
maintained Oracle Planning
Cloud (ePBCS)
• Lack of Single View of
Financial Data
• A lot of manuals, errorprone, and offline data
manipulations to collaborate
between the Dropbox teams
• Tighter dependencies on IT
to get access to the financial
and transactional data
captured in desperate
applications
• Automated and efficient
data pipelines to extract,
curate, cleanse and
conform all the Financial
and Operational Data using
Oracle BICC (Business
Intelligence
Cloud Connector), Oracle
Integration Cloud (OIC),
Oracle EPM Automate and
Oracle Data Integration
(Market Place)
• Cloud based robust data
warehouse solution to host
enterprise data at scale in
Oracle Autonomous Data
Warehouse Cloud (ADW)
• Conformed dimensional
data models that
encapsulates the technical
complexity to business
• Role-based dashboards and
subject areas to business
teams using Oracle
Analytics Cloud (OAC)
• Efficient Spend Analytics
(current and future spend)
and BvA reporting shared
with the Business for selfserve access
• Single source for BvA tracking
process; containing data,
analytics, commentary
and BvA reporting
requirements
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 16 Client Name Project Details Client’s Business Problem Jade’s Role as Problem Solver Results Achieved Byer
California, CA
• Advice on BI Roadmap and
Tools.
• Setup EDW for BI Reporting.
• Dashboard and reports based
on Sales Orders and Shipping
data.
• Design Operational Data
Store (ODS) DW for reporting.
• EBS modules were heavily
customized with granular
level changes lower than
Order-Line, making model
more complicated.
• Lack of EBS customization
knowledge.
• Jade reviewed and analyzed
EBS customizations to the
core and designed
Enterprise DW.
• Designed Data Model to
handle one level lower than
Order-Line and designed it
to be aggregated at the
report level.
• Based on our past
functional knowledge,
reporting needs were
defined and built to track
Sales Orders and Shipping.
• Created various guides,
including troubleshooting
guides for IT to maintain the
OBIEE system.
• Provided Dashboards showing
Order Summary, Order Detail,
Inventory Stock, and
Availability, showing
important metrics, business
was able to note region with
high order demand and low
stock. This helped them to
reshuffle items across
required inventories. This very
critical analysis helped them
to grow their business, making
the right items available at
right location.
• Shipping dashboards help to
track order fulfillment and
helped to track order backlogs
and quickly close the order.
• Provided documentation such
as training, guides, and
troubleshooting, etc.

RagingWire
Data Centers
(RDC), CA
• Build a Cloud-based BI
reporting solution.
• Implement BI reporting
capabilities for Project
Costing and Project
Budgeting.
• Project Costing and
Budgeting was required to
be used in a report with
segregated totals for
Cost/Expenditure and
Budget.
• Complicated business logic
to derive various metrics.
• Built data model to use
confirmed dimensions to
have dimension-wise
visibility of metrics and
designed Data Warehouse
(DW) to suit this type of
reporting.
• Created hierarchical data
for drilling down.
• RDC improved their project
invoice reconciliation
processes by 50-70% due to
availability of BICS reports.
• Availability of common model
in BICS increased the
efficiency of business by 25%,
as it saved business time in
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 17 Client Name Project Details Client’s Business Problem Jade’s Role as Problem Solver Results Achieved • Create a drilldown capability
to track project costing from
summarized to detailed
level.
• Loading data from on-prem
database to Cloud database.
• Created navigational links
to see granular level data
from summarized reports.
• Created DataSync Tasks and
Jobs to load data from onprem database to Cloud
BICS DW.
• Implemented incremental
update logic in DataSync.
trying to gain insights from
multiple sources.
• Publishing and scheduling of
BICS reports increased user
adoption by 40%.
• End-to-end reporting enabled
tracking of cash from budget
allocation to approvals, to
expended cost, to balance
budget. This helped to derive
and understand profitable
projects and helped them to
plan budget allocation to
projects, which increased their
department’s efficiency by
30%.
• Project dashboards were of
high importance because they
helped the business to track
their project budget, budget
approvals, and projects with
over-expenditures.
• Drilldown and navigation
helped business to have an
overall picture of data, and at
a same time, making detailed
data visible.

McGrath
RentCorp, CA
• Implementation of Oracle BI
Financial Analytics &
• Multiple ledgers were being
used and needed to be
• Redesigned and customized
OOB Oracle BI Apps to
handle multiple ledgers.
• Financial reporting helped
business to track assets and
liabilities revenue through
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 18 Client Name Project Details Client’s Business Problem Jade’s Role as Problem Solver Results Achieved Procurement-Spend
Analytics.
• Deliver business-critical
financial reports such as
Balance Sheets and P&L
Reports, as per McGrath’s
custom account setup.
• Configure GL Account Ranges,
as per McGrath’s EBS
implementation.
• AR Invoice Aging reporting by
Division and Branch/Location.
• Implement overall security
model for OBIA.
configured in OBIA for
accurate reporting.
• Financial reporting to be
based on complex GLAccount range setup.
• Aging bucket available outof-the-box (OOB) didn’t align to their business
requirements.
• Dependency on Oracle ondemand for environment
and migration.
• Customized Account Range
Key setup files, as per
McGrath’s EBS Chart of
Accounts (CoA) setup.
• OBIEE Data Model was
customized to
accommodate Aging
buckets.

Profit and Loss (P&L) reports,
and view revenue according to
GL Account and Location.
• Procurement & Spend
Analytics helped business
monitor procurement, thus,
controlling overall costs.
• Critical Aging report helped
business to track receivables
and helped representatives to
follow up on long-pending
receivables.
• BI dashboards helped business
to have an enterprise-wide
consolidated reporting portal,
as compared to their older
Excel-based reporting.

Adventist
Health
Systems, CA
• Advent Health was looking to
upgrade their Oracle BI
• Applications from the desupported version to the
latest and greatest
• Migrate complex Informatica
ETL mappings and relevant
• BI components to ODI
ecosystem
• Enable business teams
(Procurement, Finance,
Projects
• The migration from Oracle BI
Applications 7.9 to 11.x
requires reimplementation as
there is no direct upgrade
path possible
• Lack of in-house ODI experts
and longer migration path
estimated
• The original implementation
team is not around
• High dependencies on the
upgrade with other critical in-
• Implemented InfatoODI
automated solution for
migration and upgrade of
OBIA reporting environment
• Enabled availability of newer
modules made available in
the latest versions of OBIA
• Extended out of the box ODI
loads and mappings to
augment the enterprise data
warehouse required for
business insights
• Accelerated Oracle BI upgrade
to 4 months from 10 months of
original estimates
• Automated workflows reduced
costs and risk, and increased
the process quality by 60%
• Faster data and dashboards
delivery, and increased end
user productivity
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 19 Client Name Project Details Client’s Business Problem Jade’s Role as Problem Solver Results Achieved • Accounting, SCM, Sales &
Marketing) with advanced BI
dashboards
• Enable Self-Service
capabilities to grant access of
the enterprise data to the
power users
flight projects like rollout to
Florida hospitals
• Longer time to deliver
business reports and
dashboards
• Implemented new rolebased dashboards to meet
the enterprise dashboarding
• Enabled self-service subject
areas that augmented
enterprise dashboards for
ad-hoc analysis needs of the
power users
Willis Towers
Watson, CA
• WTW was looking to upgrade
their Oracle BI Applications
from the de-supported
version to the latest and
greatest
• Migrate complex Informatica
ETL mappings and relevant
• BI components to ODI
ecosystem
• Enable business teams (HR,
Procurement, Finance
• Projects Accounting, Sales &
Marketing) with advanced
• BI dashboards
• Enable Self-Service
capabilities to grant access of
the enterprise data to the
power users
• The migration from Oracle BI
Applications 7.9 to 11.x
requires reimplementation as
there is no direct upgrade
path possible
• Lack of in-house ODI experts
and longer migration path
estimated
• The original implementation
team is not around
• High dependencies on the
upgrade with other critical inflight M&A projects
• Longer time to deliver
business reports and
dashboards
• Implemented InfatoODI
automated solution for
migration and upgrade of
OBIA reporting environment
• Enabled availability of newer
modules made available in
the latest versions of OBIA
• Extended out of the box ODI
loads and mappings to
augment the enterprise data
warehouse required for
business insights
• Implemented new rolebased dashboards to meet
the enterprise dashboarding
• Enabled self-service subject
areas that augmented
enterprise dashboards for
ad-hoc analysis needs of the
power users
• Accelerated Oracle BI upgrade
to 4.5 months from 12 months
of original estimates
• Automated workflows reduced
costs and risk, and increased
the process quality by 60%
• Faster data and dashboards
delivery, and increased end
user productivity
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 20 Client Name Project Details Client’s Business Problem Jade’s Role as Problem Solver Results Achieved Duff & Phelps
(D&P), NY
Now Known as
Kroll, with HQs
in NY
D&P was running on a legacy
reporting platform for their
Human Capital Management
(HCM) source.

Their HR team was looking to
deliver a centralized reporting
solution, leveraging OAC for the
following Analytics Solutions:

Measure Workforce
Effectiveness - Active Head
Count, New Hire, Termination,
Performance, and
Compensation Analysis.
• The Human Resources
Information System HRIS
team was struggling to
deliver HCM Key
Performance Indicators
(KPIs) and dashboards.
• The previous manual
solution was going through a
lot of manual data export
from Oracle Fusion HCM
Cloud and data massaging,
pivoting, lookups, and other
Excel functions.
• The HRIS team spent a lot of
time preparing the reports
instead of performing
productive analysis
activities.
• We partnered with D&P to
upgrade their legacy
reporting solution to OAC.
• Partnered with the HR
executives to design their
executive dashboards by
leveraging our prebuilt
accelerator prototypes such
as workforce – headcount,
attrition, performance,
termination, and
compensation, etc., and
incrementally delivered the
solution.
• Provided a roadmap for
predictive analytics for
HCM.
• Jade’s HCM accelerators and
agile-hybrid methodology
helped the HRIS team identify
the required metrics and
potential executive dashboard
designs.
• Automated data collection,
processing, and publishing in
the Cloud EDW solution,
reducing costs, and risks, while
increasing productivity by
40%.
• Role-based automated
enterprise dashboards
delivered transparent,
accurate, relevant insights,
and enabled a single source of
truth across the enterprise.

Sunflower
Electric Power
Corporation,
KS
Sunflower Electric was working
with multiple data sources
including Oracle EBS, Home
Grown Applications, and Main
Frame Systems.

They were manually and
painstakingly extracting data
from Oracle BI Applications 7.x
and using Excel-based analysis.

The client complained that their
data transformation process
was too “clumsy.”
• Oracle BI Apps 7.9 was too
complex and expensive to
manage compared the light
reporting and analysis
requirements of Sunflower
• Maintenance overhead of
systems upgrade
• No security framework for
ad-hoc queries
• Time consuming reports
maintenance
• Jade’s accelerators and
agile-hybrid methodology
helped Sunflower teams
identify the required
metrics and potential
executive dashboard
designs
• Jade Implemented HR,
Financial, Asset
Management, Order to
Cash and Procure to Pay
reporting and analytics into
• The analytics solution helped
Sunflower measure and
increase the performance of
various business operations
like coal inventory
management, power
generated by coal, water and
wind, work order aging, water
usage etc.
• Automated data collection,
processing and publishing in
cloud Enterprise Data
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 21 Client Name Project Details Client’s Business Problem Jade’s Role as Problem Solver Results Achieved Their reporting logic was also
too complex. They were ready
for a change that could make it
easier to understand and
analyze reports.
• The time to deliver new
reports was too high
• Groups working in Silos
Oracle BICS (Business
Intelligence Cloud Services)
dashboards integrated all
the enterprise applications
like EBS, Fusion ERP Cloud,
PBCS etc.
• Recently the analytics
solution was migrated to
Oracle Analytics Cloud
(OAC), leveraging the
Autonomous Data
Warehouse (ADW) to
achieve the drastic
performance improvement
Warehouse solution reduced
costs and risk, and increased
the productivity by 40%
• Role-based Automated
Enterprise Dashboards
delivered transparent,
accurate and relevant insights
and enabled single source of
truth across the enterprise
Little Trees, NY
Upgrade to latest supported
Oracle Analytics platform
Retain the business reporting
metrics, KPIs and data
integration logic
Evaluate options and identify
the right next-gen analytical
solution for CFC
Enable in-house IT team to take
over the control of on-going
maintenance and
enhancements
• Complex and unclear Oracle
BI Apps upgrade process
• Need to evaluate various
options before deciding
next-gen analytics platform
• Must retain business
metrics, data integration
logic and certain business
reports
• Limited in-house IT team and
skill sets
• Re-engineer on-premises
OBIEE/OBIA solution into
Oracle Analytics Cloud
solution for monitoring
performance across the
enterprise with the goal of
improving business
performance and reduce
spending.
• Translate complex Oracle BI
Apps (Informatica) ETL
workflows into simplified
SSIS packages and ETL jobs
• Deliver simplified enterprise
data warehouse and
business reporting metrics
• Cost neutral analytics solution
on next-gen cloud platforms
• Eliminated on-premises
operational expenses
• Reduced complexity and effort
associated with ETL, data
warehousing and reporting
maintenance and extensions
• Analytics solution on major
cloud platforms for better
scaling and performance
optimization
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 22 Client Name Project Details Client’s Business Problem Jade’s Role as Problem Solver Results Achieved covering following business
modules:
a. Inventory(Transaction,
Balances, Bill of
Material & Aging)
Reporting.
b. Financial Analytics
(Oracle GL Balance
Sheet , AP , AR
transaction Reporting)
c. Sales Orders &
Invoices
Transaction
Network
Services (TNS),
VA
Migrate existing on-prem
OBIEE/OBIA to Oracle BI Cloud
solution for monitoring
performance across the
enterprise with the goal to
reduce spending.

The primary objective was to
deliver centralized reporting for
the following Analytic Solutions:
• Lift and Shift of existing
Custom BI Reports.
• Financial Planning & Analysis
(FP&A) Reporting.
• Financial Analytics (Oracle
General Ledger (GL),
Accounts Payable (AP),
Accounts Receivable (AR),
• Reconcile and manage data
and metadata that resides in
the Oracle ERP and other
reporting/transaction
systems using
Excel/spreadsheets.
• Currency Translations
process.
• Integration was quite
complex – Budgeting,
Forecasting, and Actuals
came from multiple sources.
• There was no true Ad Hoc,
drilldown analysis that could
be performed due to the
manual nature of the
forecast and budget
processes.
• Jade’s accelerators and
agile-hybrid methodology
helped TNS’ team identify
the required metrics and
potential executive
dashboard designs.
• Designed, Built (Extract,
Transform, Load (ETL) and
Data Models), and
Deployed Custom Reporting
solution by integrating
Budget/Forecast and
Actuals (FP&A reporting)
with Currency Translations
and Oracle Planning and
Budgeting Cloud Servicesbased (PBCS) scenarios.
• Helped to roadmap their IT
Reporting to the Cloud.
• Automated FSG hierarchy
changes to Oracle Business
Intelligence Cloud Service
(BICS).
• Integrated Reporting on Cloud
and On-Prem (ERP+PBCS).
• Sub-Ledger Accounting allows
the user to go deeper into
more specific layers of the
data or information being
analyzed.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 23 Client Name Project Details Client’s Business Problem Jade’s Role as Problem Solver Results Achieved Profitability, and Sub-Ledger
Reporting).
• HR Analytics.
• Procurement & Spend
Analytics.
• Drilldown capability and
analysis to Oracle subledgers.
• Created multiple datamodels, from scratch, to
perform historical and
drilldown analysis based on
single and multiple source
data.
• Published multiple Financial
Income Statement reports
based on Financial
Statement Generator (FSG)
structures and Aging
reports.

Industrial
Alliance (IA),
Quebec
• Upgrade to latest supported
Oracle Analytics platform.
• Retain the business reporting
metrics, KPIs, and data
integration logic.
• Evaluate options and identify
the right next-gen analytical
solution for IA.
• Enable in-house IT team to
take control of on-going
maintenance and
enhancements.
• The current enterprise
reporting application is out
of support.
• The current IT team was
unaware of standard
practices to follow to
maintain Oracle BI.
• OBIEE Integration with EBS
Single Sign-On (SSO) was not
in place.
• Add Localization in OBIEE
12c.
• Performance of few key
reports.
• Assess and implement best
practices on security
framework.
• Installation and
Configuration of OBIA

11.1.1.10.2 & OBIEE 12c.
• Successfully migrated BI
Applications Configuration
Manager (BIACM).
• Localization in OBIEE 12c for
Canadian/French language.
• Successfully executed full
and incremental data load.
• Enabled Usage Tracking.
• Assessed current security,
reports, mappings, and
provided
recommendations.
• OBIA Upgrade helped IA to
leverage the features of OBIEE
12c.
• Report Performance,
Scalability, and Availability
Optimizations.
• Security became stronger and
more robust.
• Enhanced unified end user
experience.
• Improved Interactivity and
Visualizations.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 24 Client Name Project Details Client’s Business Problem Jade’s Role as Problem Solver Results Achieved • Provided points of contact
(POCs) on OBIEE
Integration.
• Conducted training sessions
to educate users.

Our proposal for City’s RFP and Specification number 2122-61 for OAC Implementation project outlines Jade’s background, qualifications, and experience, as well as our ability to deliver in-scope services through our proven approach, methodology, delivery & staffing plan, proposed project team, and pricing.

Jade proposes an execution model utilizing a well-thought-out strategy and governance methodology that will enable a seamless progression to delivery execution and ensure the success of the Implementation and Support program for the City. Jade confirms that the Proposal submitted, including Price Proposal, are firm and binding for a period of 120 days after the date set for the opening thereof. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 25 JADE’S APPROACH SUMMARY FOR OAC IMPLEMENTATION
Jade understands that City has described that Discoverer is no longer supported, and that the City wishes to upgrade the environment to the latest cloud version, the OAC. Since Discoverer’s environment doesn’t have a data warehouse, Jade will build the Data Mart for Finance, HCM, SCM, and Project with our prebuilt data model and expose those
models in OAC for ad-hoc users.

Jade is proposing our 4-D solution (4 Pillar) approach to deliver the OAC implementation and Migration of discoverer report to OAC for the City.

This solution approach is supported by four pillars:

1. Implementation Approach

2. Expertise

3. Governance

4. Centre of Excellence (CoE)
This combination of pillars will ensure the Implementation is successful. The Exhibit below provides highlights the details of each pillar.

Figure 3: Jade’s 4-D Implementation Approach
Overall, my experience with Jade was quite
good. All project deadlines were met, and the
work was consistently good. Yes, I would as well
as use Jade again for future projects their ability
to deliver to schedule, budget, and quality
Duff and Phelps
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 26 The following is the high-level description of the 4 pillars of our 4-D Implementation Approach:

1. Implementation Approach
Jade’s Departmental Analytics Accelerators will provide the foundation for Finance, SCM, project and HR analytics. We will deploy these proprietary Accelerators, Finance
Assist/SCM-360/Intelli-HR/Project-360 to minimize the
manual effort for implementing OAC with the Data
Warehouse model. (Please refer Appendix B – Prebuilt
Analytics Solutions Overview for details). We will also use our predefined best practices and artifacts as a part of this proprietary offering to accelerate the Data Mart and Data Model implementation in OAC up to 40%.

From an active, ongoing, and regular project governance perspective, our Solution Architect will work with the City’s stakeholders to identify functional requirements, including critical reports and map those with reporting modules and subject areas. Any gaps identified during the mapping process will be addressed as part of the fit-gap analysis. The solution architect, along with testing lead, will create a functional test strategy, including data validation and reconciliation. Testing will include ETL and report testing. Special emphasis will be placed upon 150 key reports testing since those reports are vastly used in the current landscape. Please refer to the Testing and Training sub-section for more details on our Testing approach.

DETAILED SOLUTION OVERVIEW
Jade understands that Discoverer reports are no longer supported, and the City intends to move to OAC for their Reporting platform. Jade will Configure the OAC and ADW Environment for DEV UAT and Production and we will also Implement Finance, SCM, HR and Project Data Mart using our Prebuilt analytics solution. Jade will re-engineer 150 key reports in OAC using facts and Dimension from the Data Mart.

Considering this approach, Jade has formulated the following end-state architecture diagram:

The prebuilt accelerators presented by Jade in the
discovery and analysis phase helped us expedite
the requirements analysis, and quickly conclude
to the solution design that is acceptable by
business users and easier to manage by IT.

Sunflower Electric Power Corporation
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 27 Figure 4: Target State Architecture Diagram
The OAC Implementation will be executed in five phases. Implementation will run in a parallel manner with minor dependency with of business area. To reduce the risk, Jade has chosen a phased approached for implementation and testing. The entire implementation will be segregated in four waves/releases, considering inter-dependency.

Listed below are the detailed steps Jade will follow to complete this OAC implementation:

DEVELOPMENT OF FOUNDATION BUILD
I. OAC Environment Setup: This stage is to setup the OAC instance for DEV, UAT, and Production. • Create a service on the OCI (Gen 2).
• Verify the service is up and running on the OCI and that users can sign-in. • Configure Active directory and OAM integration to sync users and groups. • Configure Remote Data Connector (RDC) to Database for OAC to connect to the OnPrem Database.

II. ADW and ETL(Data Transform) Environment Setup
This stage is to setup the ADW and Data Transform instance for DEV, UAT, and Production. • Create a service on the OCI (Gen 2).
• Verify the service is up and running on the OCI and that users can sign-in. • Configure Data Transform (aka ODI web) in ADW.
• Configure RDC to Database for ADW to connect to the On-Prem Database. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 28 III. SSO Integration
OAC can be integrated with IDCS as the security provider. City indicated that OAM and MSAD is currently IDP; therefore, OAM 12c / MSAD needs to be added in IDCS as IDP. IDCS groups can be mapped with the OAC application role. In this way, the security framework will behave the same way as it used to work with OBIEE.

Figure 5: Proposed Security Framework and Authentication Flow for the OAC Environment

DEVELOPMENT OF DATA MART BUILD (FINANCE, HR & PAYROLL, SCM AND PROJECT) i. Finance Data Mart Build Using Finance Assist (Jade’s Proprietary Solution) • Discovery and Blueprint – Jade will Analyze the Finance analytics report deployed in Discoverer and will map that report to specific subject areas and create the blueprint for the Data Mart build. • Finance Assist Model Deployment – Jade will deploy the Finance Assist model as a quick starter package. Finance Assist covers GL Balance, AR Transaction, Expense, and AP Transaction subject areas. The exhibit below is a high-level coverage of the subject areas and metrics:
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 29 Figure 6: Finance Assist Model Development
We will deploy our prebuilt Finance model to accelerate the total implementation effort and timeline, which will also reduce the risk of inaccurate data for the City, as this has been deployed for multiple instances for EBS sources. Please refer to the following sample data models from Jade’s Finance Assist.

Figure 7: Data-Model: GL Balance Sheet
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 30 Figure 8: Data Model: AR Transactions
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 31 Figure 9: Data Model: AP Transactions
• Fit Gap Analysis – Jade will perform fit gap analysis with the City’s requirements and create a gap report.
• Customization – Jade will Customize the prebuilt model depending on the City’s requirements and adjust the model.
• Data Transformation – Jade will reuse our data loading script to load data from EBS finance to ADW’s data model. Jade will also build the data transformation logic as needed, per the City’s requirements.

ADW Data Transform (Refer Appendix B – Prebuilt Analytics Solutions Overview for Jade’s Finance Assist Overview) will be used as the ETL tool, which will save the licensing cost for ETL. • Jade will follow Below steps for Data transformation. • Create source dependent mapping to load the staging fact and dimension table in ADW For AP,AR,GL, and Expense.
• Create source independent mapping to load fact and dimension table in ADW • Create post load process mapping to load aggregate and snapshot table #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 32 ii. HR and Payroll Data Mart Build
• Discovery and Blueprint – Jade will Analyze the HR and Payroll reports deployed in Discoverer. Jade will map that report to specific subject areas and create the blueprint for Data Mart build. • Intelli-HR Model Deployment – Jade will deploy the Intelli-HR model as quick starter package. IntelliHR covers Workforce Management, Compensation Management, and Leave & Absence subject areas.

Provided below is the high-level coverage of subject areas and metrics.

Figure 10: Intelli-HR Model Development
Jade will deploy our prebuilt HR and Payroll model to accelerate the total implementation effort and timeline and will also reduce the risk of inaccurate data for the City, as this has been deployed for multiple instances for EBS sources. Please refer to the sample data model from Jade’s Intelli-HR. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 33 Figure 11: Data Model: HCM and Payroll
• Fit Gap Analysis – Jade will perform fit gap analysis with the City’s requirements and create a gap report.
• Customization – Jade will Customize the prebuilt model depending on the City’s requirements and adjust the model accordingly.
• Data Transformation – Jade will reuse our data loading script to load data from EBS finance to ADW’s data model. Jade will also build the data transformation logic wherever needed, as per the City’s requirements. ADW data transform (Refer Appendix B – Prebuilt Analytics Solutions Overview for ADW data transform overview) will be used as the ETL tool which will save licensing costs for ETL. iii. SCM Data Mart Build
• Discovery and Blueprint – Jade will Analyze the SCM report deployed in Discoverer and map that report to specific subject areas and create the blueprint for the Data Mart build. • SCM-360 Model Deployment – Jade will deploy SCM-360 model as a quick starter package. SCM-360 covers Inventory Balances, Inventory Aging , Order Management, and Inventory Transaction subject areas. Provided below is the high-level coverage of subject area and metrics. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 34 Figure 12: SCM-360 Model Development
Jade will deploy our prebuilt SCM model to accelerate the total implementation effort and timeline, which will also reduce the risk of inaccurate data for the City, as this has been deployed for multiple instances for EBS sources. Below are few sample data models from Jade’s SCM-360.

Figure 13: Data Model: Inventory Aging
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 35 Figure 14: Data Model: Inventory Balances
Figure 15: Data Model: Inventory - Bill of Materials
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 36 Figure 16: Data Model: Inventory - Transactions
• Fit Gap Analysis – Jade will perform fit gap analysis with the City’s requirements and create a gap report.
• Customization – Jade will Customize the prebuilt model depending on the City’s requirements and adjust the model accordingly.
• Data Transformation – Jade will reuse our data loading script to load data from EBS SCM to ADW’s data model. Jade will also build the data transformation logic wherever needed, as per the City’s requirements. ADW data transform will be used as the ETL tool, which will save licensing costs for ETL.

Please refer Appendix B – Prebuilt Analytics Solutions Overview for details on SCM-360 overview. iv. Project Data Mart Build
• Discovery and Blueprint – Jade will Analyze the Project report deployed in Discoverer and map that report to specific subject areas and create the blueprint for the Data Mart build. • Project-360 Model Deployment – Jade will deploy the Project-360 model as a quick starter package.

Project-360 covers Project, Cost, and Project Billing subject areas. Provided below is the high-level coverage of subject areas and metrics.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 37 Figure 17: Project-360 (as Accelerator)
Below are few sample data models from Jade’s Project-360. Jade will deploy our prebuilt Project model to accelerate the total implementation effort and timeline, which will also reduce the risk of inaccurate data for the City, as this has been deployed for multiple instances for EBS sources.

Figure 18: Data Model: Project Cost and Grants
• Fit Gap Analysis– Jade will perform fit gap analysis with the City’s requirements and create a gap report.
• Customization – Jade will Customize the prebuilt model depending on the City’s requirements and adjust the model accordingly.
• Data Transformation – Jade will reuse our data loading script to load data from the EBS Project to ADW’s data model and build the data transformation logic wherever needed, as per the City’s requirements. ADW data transform will be used as the ETL tool, which will save licensing costs for ETL. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 38

KEY DISCOVERER REPORT MIGRATION TO OAC
Evaluation and Planning:
• Jade will analyze the existing Discoverer reports and map them to specific subject areas. • Jade’s accelerator will provide prebuilt designs for Analytic reports and will help to plan the implementation.

Build:
• Prebuilt Dashboard – Jade will use our Prebuild Analytics Dashboard design framework for the City. • Jade will create the key report in the same format the City is currently using and will also provide add-on dashboards using our accelerator. Below are few sample Dashboards that can be reused in the City’s environment.
• Security Implementation – Jade will design data level and object level security for report ,dashboard and data model. Jade will use RPD model in order to meet the data level security needs. Below are the Key steps to be followed for security implementation • Create OAC application role for each functional group and Admin group. i.e., OAC Admin ,Finance /HR/SCM/Project Author and analysist role will be created separately • Assign OAC application role with IDCS and AD Role
• Create Business are wise initialization block with session variable for data level security. Assign those initialization block with application role
• Create database table in ADW to maintain user and access level like BU/Location/Ledger • Pick up responsibility and user mapping from FND_USER and FND_RESPONSIBILITY table and use it as custom security provider to align with EBS security. • Assign each application role to specific subject area and dashboard to restrict access • Jade will perform post-conversion steps to resolve any exceptions or errors encountered during conversion.

TESTING AND TRAINING
I. Test Steps
• City’s team will provide the test cases and scenarios in a format requested by Jade. • Jade will analyze the dependencies between the Reports to group them to be delivered into sequential releases.
• Jade will build a test environment for OAC and ADW.
• Based on the dependency analysis and the City’s priorities, Jade will finalize the test plan. • In every wave of the release, Jade will develop the Report and ETL, and perform unit testing. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 39 • In every release, groups of Reports will be converted, unit tested, and validated against the provided test cases.
• Then Reports and test results will be verified by the City’s team for IT signoff. • Jade will conduct Integration testing for data transformation package, Reports, and ad-hoc usage.
• Object level and Data level Security testing will be conducted for pre-canned report and OAC model.
• Performance testing will be executed for ETL load plan and package. Baseline will be established.

II. Training
Jade recognizes the need for solid end user training to support effective solution adoption. Jade’s training approach provides a framework using effective methods and best practices for initial and sustainable training. Early engagement of End Users/System Administrators and Power Users, training geared towards different learner groups, and continued access to training material are key in ensuring training success, which adequately prepares end users.

Jade has extensive experience in delivering training to very large and complex organizations with end users ranging from internal staff, local agency staff, consultants, contractors, system administrators, and technical staff. Jade also has extensive experience delivering effective training programs for external stakeholders such as consultants, contractors, and agencies.

We also recognize that training needs are different for every organization. While most of our customers have benefitted using Jade’s comprehensive training approach, the approach is adjusted to align with the requirements of each RFP.

Jade will follow a “Train-the-Trainer” approach to provide training to Dashboard owners, super users, and IT Business System Analysts (BSAs) on the Dashboard’s and Model implemented during the project. The scope of training includes:
• Training for user process changes to the Dashboard Owners and IT BSAs. • Functionality implemented for retiring Discoverer reports. • Mandatory changes impacting the City’s processes.
• Training for functionality changes without any user process change to the IT BSAs. This includes Data model and new OAC report without any impact of user process, or experience. • OAC and ADW patching-related training will be provided to the City’s IT team. • Jade will create the training documentation in English, primarily in Microsoft Office applications. The District will own the conversion for other languages, if required. • Training will be delivered over online sessions (Zoom or MS Teams meetings with screen shares). With reference to the “Train-the-Trainer” approach for training:
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 40 • City PM will identify its trainers and Functional Leads. • Jade track leads will conduct training for Trainers before System Integration Testing (SIT). • The City will train City end users before User Acceptance Testing (UAT). Jade can Assist City in case of any help needed.
• Jade team will support trainers during SIT and UAT training.

Provided below is the high-level Training curriculum for OAC and ADW. This Approach can be done for 2- 3 iterations depending on the feedback from the audience.

Figure 19: High-Level Training Curriculum for OAC and ADW Deliverables
• Completed and validated curriculum (covering topics, duration, and mode of delivery) for end users and administrator users, using the train-the-trainer approach. • Training presentation slides, Quick Start Guide, Online Help (user manual), and system documentation.

DEPLOYMENT AND DISASTER RECOVERY PLANNING (DRP)
Proposed High Level Deployment Plan
Jade proposes the following deployment plan (on the next page) for City’s OAC Implementation Approach, which will be accomplished without any downtime as the OAC implementation will be done in separate environment.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 41 Figure 20: Deployment Plan Overview
Disaster Recovery Planning (DR) Strategy
As ADW and OAC is a PaaS application. Below approach can be taken as DR strategy • Stand by Database: Autonomous Database uses a feature called Autonomous Data Guard to enable a standby (peer) database to provide data protection and disaster recovery for your Autonomous Database instance.
• Periodic Backup: OAC and ADW will back backed up daily and weekly basis. This backup can be stored in a clustered environment. OAC and ADW can be restored from the backup in case of DR.

HYPERCARE AND WARRANTY SUPPORT
• Jade will provide 8 weeks of hyper care support to stabilize the application. • Jade will maintain an issue register and resolution details to bring the efficiency in warranty support
• Jade will use its existing issue register to avoid knowns issue. • Jade will provide a right-shore team to support the application for 5 years with the mix of right skill set.

ALIGNMENT WITH FUTURE EBS / ORACLE FUSION ERP ROADMAP
City is in EBS R12 (12.2.6) version for ERP source system. City has a plan to migrate to fusion cloud or hybrid cloud in near future. Jade’s accelerators are aligned with future Cloud roadmap. Below is the key fact for future roadmap alignment for City’s analytics solution. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 42 a) Fusion ERP exposed Table:- Jade’s Analytics accelerator is capable of using BICC connector to connect Fusion source. Fusion table structure are different so City can use Universal adaptor concept to pull Fusion data in old structure or Source dependent loading can be redesigned and loaded in staging table. Rest of the component will be still working in same way. b) Fusion ERP un-exposed Table:- Fusion doesn’t expose all table to BICC so CITY can use Jade’s accelerator for those table to load data in ADW. Jade has BI publisher-based solution to handle these table and flex fields.

2. Expertise and Methodology
We will deploy a team of OAC and ADW-certified consultants who have delivered OAC and ADW Implementation projects
using Jade’s prebuilt accelerators and process enablers. Our team is already familiar with BI environments like the City’s and will hit the ground running from day one and will help minimize the need for additional Implementation discovery sessions.
• Using our methodology and accelerator of Prebuilt Analytics solution, we have a strong understanding of the OAC and Data Mart implementation.
• We believe the best outcome can be achieved through a collaborative approach and we will partner with the City and recommend best practices with Jade’s offerings for effort reduction in retrofit, instance management, test automation, cutover, and project risk management, in addition to overall program management.
• Jade has worked on many OAC and ADW implementation projects and has provided multiple solutions for the current scenario using our proprietary Departmental analytics solution framework.

3. Governance
Jade has two levels to our Governance model, Operational and Executive. • Under the Operational Governance, Jade will follow our ISO-certified Jade Delivery Platform (JDP) framework, which was developed based on several repeatable and constantly improving methodologies. The framework supports both PRINCE II and Project Management Institute (PMI) key process areas, including scope management, quality management, communication management, risk management, and change management. Jade will deploy several of our project artifacts, including project management deliverables, project plan, communication plan, status reporting, test plan, training plan, test scripts, cutover plan, Hypercare support plan, patching tracker, lessons learned, and Oracle Unified Methodology (OUM)/Application Implementation Methodology (AIM) documentation such as MD50s and MD70s, etc. • Jade will assign a Project Manager (PMP and OAC/BI Certified) to take part in project cadence and will be a part of the internal status checks. He will also be our first level of escalation for the City.

Jade became our savior in navigating us through
a very challenging roadblock situation and did an
incredible job of designing and delivering a
custom solution for the finance data strategy
project. Jade really made the (Dropbox) team
shine in front of the biz users today. We couldn't
have done it without you.

Great job Jade Team.

Dropbox Inc.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 43 • Jade will support the City in Organizational Change Management activities in following ways • Access management: Jade will review and rationalize the current discoverer access control’s and use that as baseline for OAC application role creation. • Training Strategy: While OAC is intuitive and easy to use solution which will still require training to adopt the new reports and dashboards in a most structured and efficient way.

We will have special focus to enable user to use self service capability of OAC for different business area.
• Testing Strategy: Jade will plan a robust Testing Strategy for City OAC implementation program. It will include the following topics:
o Overview of Test Planning
o Test Objectives
o Test Plans
o Test Environments
• Deployment strategy: As part of deployment strategy, we suggest one month of parallel run to ensure minimal or no impact on business continuity • As part of the Executive Governance, Jade focuses on customer delight. We will deploy an Executive Sponsor and Customer Delight Executive for this project who will take part in critical phase reviews of the project and steering committee meetings. The Customer Delivery Executive will gather and address feedback from the City’s management, and the Executive Sponsor will be the second level of escalation.

4. Centre of Excellence (CoE)
Our Oracle CoE will support the City’s project in the following ways:
• We will leverage our OBIEE, OAC, ODI, and QA Team to enable a seamless, end-to-end solution. • Our CoE also consists of OAC and OBIA-certified SMEs who will be available to the project team for brainstorming on certain issues.
a. Through our Modern Program – Oracle Partner Network (MOPN) Partnership with Oracle, Jade is Directly working with ADW team for solution building. This will enable a direct reach to product team
• Jade will enable a platform for machine learning and advanced analytics using OAC. As an additional offering, Jade will provide Point of View (POV) for predictive and prescriptive analytics to the City to modernize their analytics roadmap from descriptive to prescriptive analytics.

ASSUMPTIONS
Jade vision of the OAC Implementation Project for the City spans across 3 broad areas i.e., Implementation scope, Hypercare scope, and 5-year support scope. Outlined below are the assumptions in each of these 3 areas Jade wishes to call out. Although, our proposed OAC Implementation solution is designed #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 44 considering these assumptions, Jade is flexible to discuss and review / fine-tune the solution design with the City’s Project Team based on their current business needs.

Implementation In-Scope and Out-of-Scope Items:

1. Implementation In-Scope Items
• Upgrade the City’s Key 150 discoverer report to OAC using Data model in ADW. • Build Finance, SCM, and Payroll DataMart in ADW.
• Configure OAC and ADW for Dev, UAT and Production.
• Create OAC model for Finance, SCM, Payroll business area. • Build 10 Fact and 10 Dimension Table for Finance.
• Build 5 Fact and 6 Dimension Table for HR.
• Build 10 Fact and 10 Dimension Table for SCM.
• Build 5 Fact and 6 Dimension Table for Project.
• Create 137 ETL load and Transformation in ADW data transform (AKA ODI web tool). • Use Legacy ERP system and EBS ERP as source.
• System integration testing.
• Code migration to UAT.
• Training and Knowledge Transfer.
• Support UAT and bug fixes.
• 24*7 availability for key contact for urgent issues related to OAC and ADW Scope during implementation phases.
• Code deployment and Cutover.
• 8 weeks of hypercare support with 24*7 availability for Technical and Functional issues.

The exhibit below segregates the scope items:

Table 5: Implementation In-Scope Items

2. Implementation Out-of-Scope Items:
• Provisioning OAC and ADW.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 45 • Ensuring availability of environments required for the project. • Program Management activities for the City or managing interactions with other departments/groups within the City.
• New development/enhancements for Discoverer.
• Pre-existing data quality issues or issues with source data.

Implementation Assumptions:
• Jade has not included Change Management in the Implementation plan; therefore, the City’s inhouse staff will oversee any Organizational Change Management. If the City prefers that Jade handles the Change Management services, we will include the required services as part of a change request. Please refer to Figure 30: Change Request Management Framework for more details on the process.
• The City will manage its IT infrastructure for EBS and discoverer. Any environment or server issue will be taken care of on high priority.
• Source system version will remain the same during the period. All source system environments will be in a supported version.
• The City will provide access to its Discoverer environment for a nonproduction environment that has the same configuration as production.
• The City’s Project Manager will coordinate with internal teams such as EBS and IT Administrator to get required access to environment and address any issues with respective teams in a timely manner.
• Jade has assumed that 137 ETLs (30% Simple, 30% Medium, 40% complex) need to be implemented to build the Datamart. Any ETL mapping more than 137 will be taken care by Change Management process (Please refer to Figure 30: Change Request Management Framework). This custom ETL mapping count has been provided from Jade’s previous experience. • Jade has assumed that 150 custom reports (20% Simple, 60% Medium, 20% complex) need to be implemented/replicated from discoverer in OAC. This report count includes the detail/drill down reports also. Any Reports more than 150 will be taken care by Change Management process (Please refer to Figure 30: Change Request Management Framework). This custom report count has been provided by the City in addendum.
• Jade has assumed the HCM, Project, SCM and Finance Analytics data mart needs to be implemented.
• Jade assumes that the City will be responsible to procure the software subscription for its users.

Ongoing Support Services:

Scope of Ongoing Support Services
Scope
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 46 • Provide Support for Finance , SCM , Project, and HR analytics reports. • Provide support on OAC data model.
• Fix Data transform ETL load issues.
• Fix ADW issues.
• Establish notification and communication plan.
• Notifying City staff of scheduled and unscheduled downtime. • Provide support to report related enquiry.
• Fix User access issue related to OAC.

On-Going Support Services Schedule:

The on-going Support Services will commence immediately upon the expiration of Hypercare Support of 8 weeks.

On-Going Support Services Assumptions:

Based on our understanding and experience in working on similar Jade has Assumed that 292 hours of Total Support hours for every month.

This support hour is distributed with BI SME, DBA, OAC developer, and ODI developer. This is considered based on Jade’s previous experience and the City’s landscape. • Jade has assumed that Support ticket will require 146 hour per month. Approximately 20 tickets will be coming every month for this environment. Remaining 146 hours can be used in enhancement and improvement. This can be adjusted depending on the trend. • Any ticket (issue fix and enhancement) outside of 292 total hours will follow change management process.

JADE’S VALUE PROPOSITION FOR THE CITY’S OAC IMPLEMENTATION PROGRAM:
• We will use our proprietary accelerator, Finance Assist/SCM-360/Intelli-HR, framework to reduce the manual effort required in data warehouse design and build. Our accelerator will play a key role in reducing the manual rebuild effort.
• Will bring in the collective experience of Jade and our project team, including over 5 years of experience working on the OAC platform, more than 20 years of Oracle EBS/Fusion experience, and over 200 successfully delivered Oracle BI projects. • We will leverage our Right-Shore model with high user experience through our senior onshore team, and at the same time we will keep the cost optimized with our highly skilled offshore team. • Oracle MOPN Certified Partner with access to Oracle product development teams, in addition to standard support processes.
• Jade Customer Success Executive to provide high quality customer experience throughout the engagement.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 47 BENEFITS OF JADE’S PROPOSED OAC IMPLEMENTATION APPROACH FOR THE CITY Jade proposes the following benefits of leveraging our proven OAC Implementation Approach:

Table 6: Anticipated Results for the City using Jade’s Approach BI Components In-Scope End-State Version /Anticipated Result Discoverer Migrated to OAC
ETL Data Transform in ADW/ODI Web
DW Migrated to ADW
Analytics JAO- Finance Assist, JAO-Intelligent-HR, SCM-360, Project-360 PROPOSED SOFTWARE LICENSING BENEFITS OF JADE’S PROPOSED OAC IMPLEMENTATION

APPROACH FOR THE CITY
Based on the requirements defined in the RFP and our understanding of the City’s business user community, business model and future roadmaps, Jade proposes the below software licensing.

Table 7: Proposed Software Licensing for the 4-D Approach Implementation

NAME OF SOFTWARE VERSION LICENSE DR

ADW LATEST ENTERPRISE YES

ADW DATA

TRANSFORM/ODI WEB

LATEST COMPLEMENTORY WITH
ADW
YES

OAC LATEST ENTERPRISE YES
Jade believes that the Professional version of the OAC Software doesn’t have a few key features like Advanced Enterprise Analysis and Dashboards, Enterprise Semantic Modeling, and Email Distribution (analysis, dashboards), etc. Therefore, Jade recommends the Enterprise software license for OAC for the City.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 48

STAFF QUALIFICATIONS AND STAFFING PLAN
Project delivery is a team effort and Jade proposes to complement City’s project team by providing a breadth and depth of industry experience from our business consultants, project managers, and implementation experts. Our team will share best practices and lessons learned from other deployments.

Our combined teams’ strengths will ensure deployment success.

The proposed organization chart for the OAC and ADW
analytics implementation project is depicted below. Jade will ensure handshaking at all levels of the organization hierarchy to identify and flag any risk. We will also include our analytics CoE team to review the project artifacts. We have a strong resource pool of expertise in OAC and ADW; therefore, we will utilize in-house employees to fulfill the roles required for this project. Our proposed OAC
Implementation Project Team will ensure high-level workmanship and quality assurance, strong day-today project management, a focused team of project consultants, and deep subject matter expertise.

We will have a peak team of 8 team members, including an onshore Solution Architect, Offshore Project Manager and Offshore Data warehouse and OAC experts. Based on the City’s preference highlighted in Q&A, Jade have proposed a budgetary T&M pricing with scope, schedule, and complexity defined in the proposal. We are flexible to consider other models based on the City’s evolving business requirements and preferences.

Jade will serve the City from our San Jose office, as well as India office (offshore center). The resources will work in a remote setup environment and our Solution Architect will be ready to travel to the City’s location, as required by the City.
*Jade’s Solution Architect will be based Onshore
Figure 21: Proposed OAC Implementation Service Delivery Approach We are impressed by your knowledge,
professionalism, and awesome personalities. It
was a pleasure working with you all. This was a
challenging project, but your well-organized
approach, quick handling of issues, and easy to
get along-with team members, made things
progress smoothly. You helped to keep us on
track every step of the way.

Adventist Health System
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 49 Through the project organization structure described in Figure 21: Proposed OAC Implementation Service Delivery Approach, Jade will be able to provide effective lines of communication to all City stakeholders, as well as clear paths for escalation of both delivery and commercial issues. These types of communication channels will be instrumental to the successful delivery of this project and to the agreed upon deadlines.

Jade has handpicked a team of seasoned professionals with extensive experience in successfully implementing OAC and ADW implementation and Support projects. Please refer to Table 8: Key Resources and Table 9: Roles and Responsibilities for details on the experience, skills, qualifications and responsibilities of our proposed key project staff who will work with the City on their OAC Implementation project.

Jade reserves the right to modify the project team composition subject to availability of the resources considering the project allocation and business situation prevailing at the time of project inception. If at any point during the delivery of the project a replacement is needed, Jade will provide appropriate documentation confirming that such person(s) meets the qualifications required to perform the Services. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 50 Indicative Resource Mapping with Profiles
Jade Global, Inc. considers information provided in Key Personnel Resumes as Private and Confidential – Not to be Replicated, Reproduced or Published in any form without prior Conformation from Jade Global, Inc.

Table 8: Key Resources
Resource Name,
Role, Location, &
Resource Type
Skill Snapshot Profile/Biography
Prakash Kumar
Project Manager
(Offshore)
• Operating Systems: MSDOS 6.22, Windows

3.x/NT/XP/7/8/10, UNIX,
and LINUX
• Languages: SQL, PL/SQL,
JavaScript, and UNIX Shell
Script
• Databases: Oracle
Database 11g/12c
• Tools & Utilities: Win
SCP, Putty, SQL
Developer, DAC
• ETL Tools: Informatica,
ODI 11g
• BI Reporting Tools:

OBIEE, BICS , OACS,
Power BI
• OBIA: OBIA 796X, OBIA
11g
Education, Licenses &
Certifications:
• Master’s Degree in
Computer Science
• Tableau Desktop
Certified
Summary
Prakash has over 15 years of experience in the IT industry with over 5 years of experience in Management Analytics projects.

Professional and Industry Experience
• Over 15 years of relevant experience in BI.
• Implementation of end-to-end BI projects that include design and development of ETL, OBIEE, and OACS from various source systems such as EBS, Siebel, and JD Edwards. • Attends BI workshops, gathers requirements, designs & develops custom dashboards, complex BI reports, and custom subject areas.
• Proficient in Informatica, ODI, OBIEE, OACS, DAC development and administration, environment setup/maintenance, and security.
• Manages multiple projects to ensure smooth project execution and has a high customer satisfaction rating. • Proficient in Scrum and MS Office.
• Project Scheduling.
• Strategic Planning and Analysis.
• Exceptional verbal and written communication skills.
• Business development.
• Vendor management.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 51 Resource Name,
Role, Location, &
Resource Type
Skill Snapshot Profile/Biography
• SnowPro Core Certified
• Oracle Certified (1ZO007)
• Certified Implementation
of General Ledger
Soumit Roy
Solution Architect
(Onshore)
• Oracle Business
Intelligence EE 11g,12c,
OACS, Looker
• Oracle 11g/12c, SQL
• Oracle Data Integrator
• OBIEE
• OAC
Education, Licenses &
Certifications:
• MS in Data Science
• OBIEE11g Certified
• OBIA Certified
• OAC Certified
• OCI 2021 Certified
Architect Professional
• OCI 2021 Certified Data
Integration Specialist
• AWS Solution Architect
Certified
• PMP Certified
• ADW trained from Oracle
Summary
Soumit has over 14 years of experience as an Analytics Presales Architect and has performed roles in Design and Development of Analytics, Business Intelligence Platform (BIP), and DW Projects. He has strong experience in technologies such as Python, Machine Learning, OAC, ADW, OBIEE, OBIA, ODI, Oracle PL/SQL. His professional experience can be summarized as:

Professional and Industry Experience
• Over 14 years of relevant experience in Oracle Analytics, BI, and DW. • Experienced in Architecture Design for OBIA, OAC and ADW. • Installation and configuration of Standard OBIA Modules (Finance, Procurement, HR, Project, SCM, and Campus) for various source systems such as EBS, Siebel, and JD Edwards. • Experienced in dual head installation of OBIA in OAC or OAS. • Performs customizations of load plan in ODI operator and BIACM. • Experience in OBIA load plan or custom ETL load performance tuning. • Experience in OBIA configuration with Goldengate using SDS deployed configuration. • Expert in Cloud migrations in OAC, ADW, OCI, and AWS. • Strong experience in data preparation, Cleansing, and Outlier Analysis in OAC and Python. • Experience in Analytics Modeling using Regression, Clustering, Time Series, and Deep Learning Algorithm using Python
• Experience in Model selection depending on business requirement. • Project Management experience.

Devnarayan
Dewangan
• Oracle EBS & Cloud
Techno-functional
Summary
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 52 Resource Name,
Role, Location, &
Resource Type
Skill Snapshot Profile/Biography
EBS TechnoFunctional
(Offshore)
• Functions and
Specialization
• Financials (AP, AR, CM,
FA, GL, Treasury, CDH)
• Project Accounting
(Costing and Billing,
Grant Accounting)
• Revenue Management -
ASC 606
• Procure to Pay, Order to
Cash
• Data Conversions
• Procurement
Education, Licenses &
Certifications:
• Master’s Degree in
Computer Science
• Oracle EBS Certified
Devnarayan has 17 years of experience in IT consulting across various industries and geographies. Last 10+ years has been primarily into implementing and supporting Oracle Applications R12, Cloud Financials, Revenue Management solution RevPro. Executed multiple Functional and Technical assessments for new implementations or upgrades.

Possessing both functional and technical expertise of the application from implementation, conversion, extensions, and upgrades to Support.

Professional and Industry Experience
• Have significant experience in technology and media, hi-tech manufacturing, book publishing, retail, and solar industries.
• Exposure in Business process study, Requirement gathering and analysis, Functional and Technical assessments, Documentations, Configuration and Project Implementation. • Hands on experience in Oracle EBS/ Fusion Cloud Financials and Revenue Management tool RevPro 3.x • Strong Functional knowledge of Payables, Receivables, Cash Management, General Ledger, and Project Accounting (Costing and Billing) modules in Oracle Applications. • Sound knowledge of Oracle technologies with good analytical and problem-solving skills. • Ability to manage multiple tasks, work with team and quickly adapt to modern technologies. • A highly motivated and energetic team leader with good communication and interpersonal skill Anshu Kumari
OAC Developer
(Offshore)
• Oracle Business
Intelligence EE 11g,12c,
OACS, Looker
• Oracle 11g/12c, SQL
• Oracle Data Integrator
• OBIEE
• OAC
Education, Licenses &
Certifications:
• B Tech in Information
Technology
Summary
Anshu is a BI Lead with more than 10 years of experience in requirement gathering & analysis, design, development, and testing. Expertise in design & development of OBIEE metadata repository, reports, and dashboards in OBIEE11g, 12c, OACS, and Looker. She has experience in developing ODI mappings and packages.

Professional and Industry Experience
• Business Intelligence and Data warehousing experience using OBIEE. • Expertise in OBIEE report design & development and data modeling. • Provides guidance and leadership to perform analysis and provide solutions. • Expertise on OBIEE 11g Dashboards & Reports development. • Expertise on RPD using Administration Tools.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 53 Resource Name,
Role, Location, &
Resource Type
Skill Snapshot Profile/Biography
• OBIEE11g Certified
• Oracle Database SQL
Certified
• Experience creating interactive dashboards.
• Creating and managing users in OBIEE.
• Assigns application roles to users as part of user access management. • Experience in analyzing reporting requirements and working with multi-dimensional databases. • Experience on OACS Instance Creation and SSL Implementation. • Effective documentation, communication, and interpersonal skills. • Proven Data Warehouse design & deployment experience, designing star schemas, reporting & analytics for enterprise-wide data warehouses.
• Knowledge of Data Warehousing methodologies, architectures, and technologies that are used to transform data into useable and actionable information.
• Works on ODI 12C, Interfaces, Packages, Scenarios, Variables, CDC, and Load Plans. • Experience in end-to-end debugging.

Vinod Van
ADW/OAC Admin
(Offshore)
• SQL Server Integration
Services (SSIS)
• Power BI, Tableau,
Looker, OBIEE, OAC
• BI Publisher, BICS
• Oracle Data Integrator
• Oracle 11g/12c, SQL,
PL/SQL
• Operating System:

Windows
• OBIEE
• OAC
Summary
Vinod is an Application DBA and Admin with 7 years of experience in Database, ETL and OBIEE Administration. He has strong knowledge in database and application installation ,configuration and provisioning in OCI and Oracle PAAS cloud.

Professional and Industry Experience
• Strong DBAS and ADW Admin experience.
• Strong experience in OBIEE, ODI, OBIA installation.
• Experienced in Database backup, restore.
• Experienced in OAC backup and restore.
• Experience in Database and application patching.
• Experience in SSO configuration.
• Experience in OAC and ADW patching.
• Experience in Administration of reporting tools like Tableau, BICS, OBIEE, OAC, Power BI, and BI Publisher, etc. • Experience in security setup at both Object and Data levels, which involves creation of users/groups, and access privileges.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 54 Resource Name,
Role, Location, &
Resource Type
Skill Snapshot Profile/Biography
Education, Licenses &
Certifications:
• MS in Business Analytics
• Experience in alert and monitoring setup for Database and application. • Experience in code migration.

Aakarsh Sharma
ODI Web or ADW
Data Transform
Tech Lead
(Offshore)
• ETL Tools: Oracle Data
Integrator 11g/12c,
Informatica Cloud, Azure
Data Factory, Talend
• Reporting: Power BI,
OBIEE
• Database: Oracle, Azure
SQL DB, DB2, MS SQL
Server, MS-Access
• Application Tools: OBIA
11g, Azure Portal, SQL
Developer, Toad
• Operating Systems:

Windows XP, Windows
Vista, Windows 7,
Windows 10, Unix
• Languages: SQL, Pl/SQL,
Python, Unix Shell Script
• ODI
Education, Licenses &
Certifications:
• MS in Computer Science
• Tableau Certified
Summary
With more than 10 years of experience, Aakarsh is a high energy, driven professional with proven technical skills targeting senior level opportunities in ETL/ODI/Data Warehousing with highly reputable organizations.

Professional and Industry Experience
• Analyzes client business issues, existing technology implementations, and recommends technology solutions to meet their long-term needs.
• Gathers requirements through client interaction and analyzing the same through BRD to understand requests/needs and provide the best possible solution.
• Assists in design and participates in peer code review to ensure that coding standards are followed. • Works with global teams, subject matter experts (SMEs), and client teams to conceptualize, build, and implement ETL solutions.
• Provides technology-based solutions for enhancing functional efficiency and achieving business excellence; managing risks and planned for contingencies to ensure minimal effect on deliverables. • Ensures the solutions delivered meets stringent quality criteria, is robust, flexible, best-in-class, and the test plans and test cases are thorough.
• Develops proactive solutions for recurring technology occurrences to benefit businesses. • Resolves data integration and platform issues in coordination with DBA and Informatica Corporation. • Loads data from various data sources and reviews/suggests suitable improvements in data models; enforces data modelling standards, and best practices in the design.
• Creates processes to provide support on production issues for long-term, ongoing projects. • Supports projects through leading the execution of integration tests for all data warehouses. • Develops process-automation tools and maintains program modules, including operational support, problem resolution, production support, preventative & corrective maintenance, and enhancements. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 55 Resource Name,
Role, Location, &
Resource Type
Skill Snapshot Profile/Biography
• Conducts system analysis sessions for understanding client business processes, as per management standards, and coordinates with team for system design implementation.

Ashish Chavan QA
Lead
(Offshore)
• ETL Testing, Quality
Analyst
Education, Licenses &
Certifications:
• M. Tech - Digital
Communication &
Networking
• Oracle PL/SQL Developer
Certified Associate (OCA)
• IBM Certified Solution
Developer - Web Sphere
IIS Data Stage Enterprise
Edition v7.5
• IBM Certified Solution
Developer – Info Sphere
Data Stage v8.5
• Certified Scrum Master
offered by Scrum Alliance
Summary
Srinivas has over 10 years of experience in the aviation industry and quality assurance. He has strong knowledge in ETL/QA/DWH testing in all phases and stages of the Software Testing Lifecycle and Software Development Lifecycle (SDLC) with a good working knowledge of testing methodologies, disciplines, tasks, resources, and scheduling. Very good knowledge of data warehouse and ETL systems.

Professional and Industry Experience
• Solid understanding of Datawarehouse Logical architectures Star schema/Snowflake schema, and data warehouse build Approaches.
• Good exposure in the Retail and Insurance domains.
• Attends daily stand-up calls, Sprint Planning meetings, and Sprint Review meetings as part of the Agile process. • Solid experience in Agile [Scrum] software development methodologies. • Expertise in writing SQL queries using SQL Server, Oracle, and Teradata databases. • Strong experience in SCD Type 2 Testing and Audit field validation. • Participates in Initial and Incremental Load Testing as part of System Integration Testing (SIT). • Extensive work experience in Sanity Testing, Functional Testing, Non-Functional Testing, and System Integration Testing.
• Firm experience in writing Test Cases, executing Test Cases, and Raising Defects by using the HP ALM Test Management Tool.
• Prepares Test Data to check Transformation rules if source Data is not available. • Participates in Performance Load Testing.
• Working experience on UNIX commands and Windows Operating Systems. • Conducts Knowledge Transfer sessions to newly joined team members. • Expert in Agile Processes using Jira’s Project Management Tool. • Solid exposure on Test Estimations based on individual tasks assigned under a particular User Story. • End-to-end knowledge about the roles and responsibilities of each team member involved in the Agile Process. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 56 Resource Name,
Role, Location, &
Resource Type
Skill Snapshot Profile/Biography
• Adept in the entire end-to-end process of data warehouse projects from File-to-Landing, Landing-to-Staging, Staging-to-Target, and Target-to-Reporting.
• Expert on developing Tableau Visualizations.

Additional Profile
Anjali Salgar
ODI Developer
(Offshore)
Education, Licenses &
Certifications:
• M S in Software
Engineering
• Boomi Certified
Professional Integration
Developer
• Boomi Certified Associate
Production
Administration
• Boomi Certified
Professional API
Management
• Certified Boomi Partner
Sales
• E3 in ODI
• E3 in Informatica
Anjali has more than 10 years of IT consulting experience across various industries and geographies. her focus for the last 6+ years is on consulting services for Integration (Boomi), ETL (ODI, Informatica), and reporting (Tableau, OBIEE) within various industries. Expertise in Implementing and Supporting Telecom, Financial, Manufacturing and Insurance industries for Data Integration and Data Warehousing.

Professional and Industry Experience
• Experience in business process re-engineering and gap analysis. • Extensive experience on full implementation of Data Warehouse using Oracle Data Integrator. • Functional experience in the Insurance and Telecom Industries. • Expertise in Implementation, Rollout, and Support of ODI. • Experience in integrated designing of data ingestion and transformation pipelines • Experienced in designing and customizing ODI Knowledge Modules. • Experience in leading functional teams along with project management. • Experience in SCD data load implementation in ODI.
• Proficient in customizing knowledge modules.
• Experience in OBIA upgrades.
• Experience in informatica to ODI migration.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 57 Table 9: Roles and Responsibilities
Role Responsibilities
Solution Architect
• Gathers requirements and prepares user requirements and acceptance criteria • Performs Fit Gap Analysis
• Prepares configurations & helps reviews technical team’s approach and design • Performs functional unit testing and helps in IT certifications • Knowledge transition to Support Team
Project Manager
• Manage the overall project
• Take part on all the planning, prioritization, and issue resolution • Facilitate logistics for the team in a timely fashion • Manage daily and weekly cadence calls with the team
• Support Change Control and deployment process
BI/ODI Lead
• Reviews requirements and prepares user requirements and acceptance criteria • Assists in Fit Gap Analysis
• Prepares technical team’s approach and design
• Performs functional unit testing and helps in IT cert • Knowledge transition to Support Team
BI Admin/DBA
• Responsible for the overall maintenance of the environment • Configures ADW/Data Transform & OAC
• Creates/Performs Backup and recovery
• Configuration of notification and alert
EBS Techno Functional • Reviews requirements and helps understand the EBS functionality • Helps in preparing the extraction login from EBS
BI Developers
• Performs IT-Cert (certification) testing
• Creates Data Model in RPD
• Develop Reports & Dashboards
• Implements security
• Helps with any report testing and prepares documentation, as needed ODI Developers • Performs IT-Cert (certification) testing • Creates custom DB objects in ADW and scripts for migration • Develops Data Transforms (mappings)
• Helps with any ETL testing and data load issues and prepares documentation, as needed #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 58 Role Responsibilities
QA Testers • Performs testing of data, reports & dashboards • Performs security and performance testing
• Prepare testing documentation
• Document the review results
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 59

SAMPLE PROJECT SCHEDULE, SAMPLE PROJECT PLAN AND SAMPLE WEEKLY REPORTS Jade Global, Inc. considers information provided in this Section as Confidential – Not to be Replicated, Reproduced or Published in any form without prior Conformation from Jade Global, Inc.

Please refer to Figure 22: High-Level Implementation Schedule on the next page for our proposed High-Level OAC Implementation Schedule for the City. Based on the dependency analysis and the City’s evolving business priorities, Jade is flexible reprioritize the requirements and the go-live schedule.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 60 Figure 22: High-Level Implementation Schedule
Weeks--> 1/2 1/9 1/16 1/23 1/30 2/6 2/13 2/20 2/27 3/6 3/13 3/20 3/27 4/3 4/10 4/17 4/24 5/1 5/8 5/15 5/22 5/29 6/5 6/12 6/19 6/26 7/3 7/10 7/17 7/24 7/31 8/7 8/14 8/21 Tasks Wk
1 Wk
2 Wk
3 Wk
4 Wk
5 Wk
6 Wk
7 Wk
8 Wk
9 Wk
10 Wk
11 Wk
12 Wk
13 Wk
14 Wk
15 Wk
16 Wk
17 Wk
18 Wk
19 Wk
20 Wk
21 Wk
22 Wk
23 Wk
24 Wk
25 Wk
26 Wk
27 Wk
28 Wk
29 Wk
30 Wk
31 Wk
32 Wk
33 Wk
34 Initiation
Project Kick-Off
Team Onboarding & Environment Access
Environment Readiness
Configure Oracle Autonomous Database
Configure Data Transform
Configure OAC
Discovery, Analysis & Plan
Prepare Detail Project Plan
Finalize Templates - WSR, testing strategy etc
Create and Finalize Testing Strategy
Discovery Workshop with Business or IT team to identify critical reports
Sessions with IT team to understand existing Discoverer Reports Prepare High-Level Scope & Reevaluation of complexity of reports Review and get sign-off on High Level Scope
Create detail scope for each business model
Perform Fit-gap analysis of Jade's solution with the Business requirements
Review and get sign-off on detail scope
Analyze module dependencies and plan Release Rollouts
Prepare test cases and finalize
Design & Build
Design
Design Technical Documents for DW,ETL,Data Model & Reports Review Technical Design Documents
Custom DB Objects
Prepare & execute DDL Scrips in Oracle ADW
Build
Develop ETLs
Develop Load Plans
RPD Development
Reports Development
Dashboard Development
Security Setup
Data Load & Unit Testing
Perform Full Load and Incremental Load
Data Testing
Reports/Dashboard Testing
Demo
Demo Data Models and Reports to IT/Business Team Modify Reports/Subject Area as per feedback IT Certfication
IT Testing & Sign-Off
UAT
Configure ADW, Data Transform and OAC in UAT
Prepare Migration Scripts and checklist Migrate Objects (DW, ODI, RPD and cataog) Perform Full Load and Incremental Load
Perform Integration testing
IT & User Training
UAT & Sign-Off
Production
Configure ADW, Data Transform and OAC in Prod Migrate Objects (DW, ODI, RPD and cataog) Perform Full Load and Incremental Load
Perform Integration testing
Production Testing & Sign-Off
Go-Live
Hyper Care Support
Support Environment and resolve tickets
Transition to City's IT Team
R1 UAT R2 UAT R3 UAT
R3 Data Load
R1 Demo R2 Demo R3 Demo
R1 IT Cert R2 IT Cert R3 IT Cert
Prod Delpoyment
HyperCare
Release 1 (R1) - Finance
Release 2 (R2) - SCM
Release 3 (R3) - HR & Projects
R1 Design R2 Design R3 Design
R1 Custom DB R2 Custom DB R3 Custom DB
R1 Build R2 Build R3 Build
R1 Data Load R2 Data Load
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 61 Summary: Jade proposes a Project Plan divided into 7 (seven) phases, with an elapsed time of 26 weeks and 8 weeks of hypercare support (24x7, PST hours) and cutover is planned during the 24 th week. Please
see the Table 10: Sample Project Plan for City’s OAC Implementation Project below for the details of each phase.

Jade Global, Inc. considers information provided in Table 10 as Confidential – Not to be Replicated, Reproduced or Published in any form without prior Conformation from Jade Global, Inc.

Table 10: Sample Project Plan for City’s OAC Implementation Project Phase Activities
Phase 1 –
Kickoff &
Environment
Readiness
This phase will start with the project kickoff and onboarding. The phase is dedicated to onboarding of resources and preparing the environment and will be completed in 1 week. The following tasks will be performed in this phase:
• Kickoff and Resource Onboarding.
• Configure Oracle Autonomous Database (ADW).
• Configure Oracle ODI Data Transform.
• Configure OAC.

Phase 2 –
Discovery,
Analysis &
Planning
The phase is dedicated to discovery, analysis, and planning and will start in 1st week and be completed in 5 weeks. The following tasks will be performed in this phase:
• Create detailed project plan, cutover, and training plan. • Finalize project artifact templates.
• Understand As-Is functionality.
• Discovery Workshop with Business or IT team to identify critical reports. • Prepare High-Level and Detail-Level scope tracker.
• Perform fit gap analysis with Jades prebuild data model and the City’s requirement City’s requirements and create a gap report.
• Analyze module dependencies and plan Release Rollouts.

Phase 3 –
Design & Build
This phase will be executed in multiple releases. The releases will be planned based on the module dependencies and City’s business priority and availability. This phase is further broken down into multiple sub-phases, which are as below:
• Design.
• Creation of Custom Objects.
• Build ETLs, Data Models, and Reports/Dashboards.
• Testing.
• Demo and IT Certification.

Design: The design phase will cover the creation of high-level and detail-level technical design data warehouse, ETL, data model, and reports.
• Design Technical Documents for DW, ETL, data model, and reports.

Build: The build phase will be a development phase where the ETLs, data model, and the reports/dashboards will be developed.

The major tasks performed in this phase will be:
• Develop ETLs.
• Develop Load Plans.
• RPD Development.
• Reports/Dashboard Development.
• Security Setup.

Data Load & Testing: This phase will be comprised of testing the data loads and reports/dashboards. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 62 Phase Activities
Listed below are the high-level tasks that will be performed in this phase:
• Perform Full Load and Incremental Load.
• Data Testing.
• Critical Report Validation With Data.
• Security Validation.

Demo & IT Certification: This phase will be comprised of demo of the reports to Business for feedback and IT testing will be performed
Listed below are the high-level tasks will be performed in this phase:
• Demo Data Models and Reports to IT/Business Team
• Modify Reports/Subject Area as per feedback
• IT Testing & Signoff
Phase 4 – UAT
Once the reports are tested and approved, the code will be migrated to the UAT environment for user validations, training, and workshops.

User Training
• User training to key users provided in a train-the-trainer approach. • Training strategy will include comparison of OAC classic view and general view, so that users can adopt the OAC features without any business interruption. • Training documents will be provided for OAC new features.

User Acceptance Testing
• UAT will be performed from in 4 releases. Each Rollout will have its own UAT. • Key business users will test the dashboards.
• UAT, bug fixing, and retesting will be performed.
• Post signoff code will be migrated to production.

Phase 5 –
Cutover &
Support
Cutover
• Full load will be performed.
• Go-live will be announced after sanity check.

Phase 6 –
Hypercare
Solution Maintenance and Warranty Support
• Transition will be provided to the City’s IT during the support period. • 8 weeks of hyper care support will be provided from week 27 to week 34.

Phase 7 –
Training
Jade will follow a “Train-the-Trainer” approach to provide training to the process owners, super users, and IT BSAs on the delta functionality implemented during the project. The scope of training includes:
• Training for user process changes to the Process Owners and IT BSAs. o Functionality implemented for retiring Discoverer report and New data model. o Mandatory changes impacting the City’s processes.
• Training for functionality changes without any user process change to the IT BSAs, which includes custom programs retrofitted without any impact of user process, or experience. • OAC patching-related training will be provided to the City’s IT team. • Jade will create the training documentation in English, primarily in Microsoft Office applications. The District will own the conversion for other languages, if required. • Training will be delivered over online sessions (Zoom or MS Teams meetings with screen shares). • With reference to the “Train-the-Trainer” approach for training:
• The City’s PM will identify its trainers and Functional Leads. • Jade track leads will conduct training for Trainers before System Integration Testing (SIT). • The City will train the City’s end users before User Acceptance Testing (UAT). #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 63 Phase Activities
• Jade’s team will support trainers during SIT and UAT training.

The plan will be further detailed into individual tasks and deliverables during the project planning phase.

Based on the dependency analysis and priorities, there may be modifications in the detailed project plan and milestones.

Sample Weekly Status Report for City’s OAC Implementation Figure 23: Sample Weekly Status Report
Figure 24: Sample Weekly Status Report
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 64 Figure 25: Sample Weekly Status and Risk Report
#5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 65

RISK MANAGEMENT PLAN
Jade follows the guidelines laid out by the Project Management Institute (PMI) and religiously follows the Project Management Body of Knowledge (PMBOK) rules for efficient and effective Risk and Issue Management. Jade has specific processes in place to manage risks for our customers and they are outlined below.

RISK MANAGEMENT PROCESS AND ANTICIPATED RISKS AND MITIGATION PLAN The Jade Project Manager will foresee any potential risks and have a plan with recommendations and solutions to mitigate the risk and comes with strong risk management skills to overcome any potential risk. Our project risk management will include the following details:
• Risk Identification: Project managers identify and highlight the risks that occur when undertaking projects. These risks could be resolved through structured or unstructured brainstorming, or strategies. It's important to understand that risks pertaining to the project can be handled most effectively by the project manager and other stakeholders of the project. • Risk Quantification: Project managers need to analyze the likely chances of a risk occurring and the severity of the impact if it occurs, with the help of the matrix illustrated below.

Using the matrix, the Project Manager categorizes the risk into 5 categories: Very Low, Low, Medium, High, and Extra High (Critical). The probability of occurrence and the impact on the project are the two parameters used for placing the risk in the matrix categories.

Risk Response: When it comes to risk management, the
Jade Project Manager will choose the best strategies to reduce the risk. Project managers can choose between
the following four risk response strategies:
• Risks that can be avoided
• Pass on the risk
• Take corrective measures to reduce the impact
of risk
• Acknowledge the risk
Risk Monitoring and Control: Risks are monitored on a continuous basis to check if any change is made.

Any new risk will be identified through the constant monitoring and assessing mechanisms.

Risk and Mitigations: Provided below are common risks along with their mitigation plans.

Figure 26: Risk Assessment Matrix
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 66 Table 11: Risk and Mitigation Plan
Key Risks
Probability
(High/
Medium
/Low)
Severity
(High/
Medium/
Low)
Jade Mitigation Plan
Recommendation for The
City
Unavailability of
Requirement
Specification
High High • Jade will leverage knowledge gained
during similar Analytics implementation
projects.
• We will deploy our accelerator to
efficiently identify the data lineage.
• We will deploy a team with robust Domain
experience.
• Share the functional and
technical designs
document for custom
code.

Cost & Schedule
Overruns
High High • Jade has performed technical assessments
for environments like that of the City,
which has been identified as one of the
drivers for this project plan.
• Additionally, there is a 10% contingency
planned into the project for any
unforeseen issues or additional retrofits
identified.
• Jade will prepare a
project plan with 2
weeks of contingency in
the critical path, the City
will need to review and
add any additional
dependencies and risks
to the plan.

COVID &
Unplanned
Resources
Downtime
Medium High • Jade has one of the lowest attrition rates in the IT industry.
• We will plan additional shadow resources
within the project with required access.
• We will enforce constant documentation
and delivery processes to minimize any
impact or disruption (planned or
unplanned).
• We also have DR sites in case of any major
disaster.
• The City to plan for the
user team backup and
strong scheduling for the
key stakeholders.

Delay in
Acceptance
Testing
High High • Advanced planning of user time, scope,
and expectations.
• User commitment during the acceptance
testing.
• Good turnaround of fixes for the identified
issues.
• Involvement of
stakeholders in
communication plan.
• Joint approach to
streamline the UAT
process.

Organizational
Change
Management
Medium Medium • Jade believes change management
planning is critical for Active Arrangement
and the previously noted Pain Area
improvements.
• Jade will involve our SMEs in presenting
solution options and demos to drive
acceptance to minimize any surprises
during testing phases.
• The City to lead Change
Management and Jade
will provide support and
share best practices.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 67 Key Risks
Probability
(High/
Medium
/Low)
Severity
(High/
Medium/
Low)
Jade Mitigation Plan
Recommendation for The
City
Product Bugs
High Medium • Jade and the City to agree upon alternate solution in case of product defect and
certain functionalities that are not directly
supported in the newer version.
• Jade will use our previous experience to
float ideas for alternate options.
• The City to provide the
custom functionality
details to match with
alternate solution.

Risk and Mitigation Example: Risks and their mitigation plans provided in #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 68 Table 11: Risk and Mitigation Plan are examples from previous ADW/OAC implementation projects. Jade will keep these as a close reference to avoid any project delays for the City.

Communication Plan:

The communication plan is an integral part of risk management and Jade follows a best fitted communication plan that is proven for OAC Implementation projects. The following communication plan will be utilized throughout the project to identify and mitigate risks before they are converted into issues.

We request that the City to please refer to the Table 12: Communication Plan described on the next page for details on the frequency of risk management status reporting. The communication plan will be an essential tool in the overall project execution.

Table 12: Communication Plan
Meeting Purpose The City Team Jade Team Frequency Organizer Steering
Committee
• Key Decisions
• Program Delivery Status
• Program Escalated Risks and
Issues Requiring Resolution and
Decision.

The City's Senior
Management
Jade Senior
Management
Monthly The City’s
PM
Weekly
Status
Review
• Review Health of Project,
Accomplished, and Upcoming
Milestones/Tasks.
• Review Open Risks and Issues,
assess the resolution plan, and
make key decisions.
• Review Business Requirements,
Processes, Gaps, Availability, and
Delivery.
• Review Technical Design,
Challenges, Approvals, and Open
Items.
• Review Project Status Against
Committed Milestones and
Deliverables.
• Review Scope and Change
Requests.
• Status Report Will Be Distributed
to Stakeholders/Team.

The City’s PM &
Key Team
Members
Jade PM & Key
Team Members
Weekly Jade PM
Daily Status
• Daily Status Update
• Project Deliverables Review, as
needed
• Review of Open Issues and Risks
The City's PM &
Team
Jade PM & Team Daily Jade PM
Demo
• Progress and Deliverables.
• Accomplishments and Feedback.
• Review of Risks.
• Demo Functionality.

Business Users,
The City's PM &
Team
Jade PM & Team Every
Milestone
Review
Jade PM
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 69 Meeting Purpose The City Team Jade Team Frequency Organizer

SIT & UAT
• Test Planning.
• Testing Tracking.
• Issue Reporting and Triage.
• Signoff.

Business Users,
The City's PM &
Team
Jade PM & Team Daily During

SIT & UAT
The City's
PM

ISSUE MANAGEMENT PROCESS
Jade’s Issue Management includes a structured process involving tools and frameworks. We encourage and allow an open and candid culture of bringing issues to the table in a timely fashion. Any project team member or external event can trigger a new issue to be logged. Each issue undergoes a prioritization process with the help of a project management team to allow the issues to be addressed based on urgency.

Issues are assigned to the respective team member who will gather additional information, as required, followed by analysis. After analysis, depending on the complexity and impact of the issue, it might be required to invoke other processes, including scope management, communication management, risk management, escalation management, or budget management. Finally, the project management team will ensure the issue is resolved in a timely manner and each of the issues, severity, and status are properly reflected in the status and steering committee reports.

Figure 27: Issue Management Process
Critical Success Factors (CSFs)
Based on the above defined challenges and their respective mitigation approaches, Jade has identified a set of CSFs for the success of the OAC Implementation Program for The City's. #5..
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 70 Figure 28: Critical Success Factors for the City’s OAC Implementation Program OAC Implementation Project Performance Management
Jade is committed to client satisfaction and that is the reason for our incredibly high (99%) customer retention percentage. Jade will continuously monitor, track, and
measure the overall Project Performance Management at
every phase in the following 4 ways:

1. Project Performance KPIs – The following are the
KPIs that will be measured:
• Planned vs Actual completion of tasks,
deliverables, and milestones.
• Risk Register with suggested mitigation
plans.
• Deliverable Tracker to measure acceptance status.
• Sprint Backlog and Velocity.
• Deliverable's quality.

2. Measuring and Reporting – Jade’s weekly status reporting will also include the metrics indicated above in addition to:
• Accomplishments from the last week.
• Plans for the upcoming week.
• Key design and project related decisions made by the project team. • Scope deviations and requirement changes.
• Key Issues along with product bugs and service requests. • Customer feedback.

3. Project Oversight:
• Jade will provide additional project oversight with the delivery head and client partner, if applicable, taking part in the project reviews and steering committee meetings. In addition, our SVP and Customer Delight executive will work closely with the various stakeholders to gather feedback to continuously align with your expectations.

Figure 29: Integrated Performance Management
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 71

4. Continuous Feedback:
• Using multiple sources, including project team, and customer feedback, our Quality Management System (QMS) team’s findings, performance results, latest benchmarks, and improvement plans will be developed and implemented to reach our goal.

CHANGE REQUEST MANAGEMENT PROCESS
Jade has a specific process for managing engagement scope chances, which includes any proposed change to approved resource requirements, plans, or agreements, where commitments regarding cost, deliverables, and schedule have been established between the City and Jade.

The Process Starts When: The potential need for a change is identified.

This Process Ends When: The change is Deferred, Rejected, or Approved, and all deliverables are accepted, with the change incorporated into all appropriate project plans and supporting documentation.

The whole process is managed by Jade Project Manager and City Project Manager. The Steering Committee and/or Change Control Board (CCB) will provide their approvals in the various stages of the process.

Figure 30: Change Request Management Framework
Rest of this Page is Intentionally Blank.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 72 ATTACHMENT 1 – FUNCTIONAL REQUIREMENTS
APPENDIX B – TECHNICAL TAB
Please refer to following page for our detailed responses to City’s OAC Implementation Project’s Attachment 1 – Functional Requirements.

Table 13: Appendix B – Technical Tab
Req
#
Requirement Implementation
Responses Comment
Overall System Functionality
Enable users to export to .xlsx and .pdf and save
locally or to a network.

Y OAC has a built-in export to xlsx, pdf feature. Business users can export the precanned and ad-hoc reports to their laptop or desktop.

Ability to analyze data from a lower and higher level
of the hierarchy (drill down/ roll-up), filter, sort,
find, outline view of data etc.

C Medium-OAC has hierarchy creation capabilities. When fact tables and dimension tables are joined, a default hierarchy is created, but users can also add hierarchies and levels to those tables. For example, a Geography hierarchy might include levels for Country, State, and City. Jade will create hierarchies for the Data Model for AP, AR, GL, SCM, HR, and Payroll subject area.

Ability for the system to be accessed through
different browsers, such as Chrome, Firefox, Edge,
Safari, and other mobile browsers.

Y OAC reports can be accessed by certified browsers like Chrome, Firefox, Edge, Safari, and other compatible mobile browsers. The browser version needs to be compatible with the OAC version.

No Java/JRE or other oracle installations on client
PC, if additional software required other than OAC.

Y OAC Does not need any additional software to run. It has browser-based development features for ad-hoc users.

The system has the ability to save user-defined
report and parameters so that a report can be
replicated the next time it is generated.

Y OAC has features where users can create their own ad-hoc reports and parameters or prompts from pre-defined data models/subject areas. Users can save these reports/dashboards to their own folders or share with other users.

Setup Data Warehouse/Data Mart in cloud OCI -
Integrated with EBS for all data sets referenced in
Business Area section.

C High - We will deploy our proprietary Departmental Analytics accelerator, Finance Assist/SCM 360/Intelli-HR/Project-360, to minimize the manual effort for implementing OAC with the Data Warehouse model. Jade’s Departmental Analytics framework will provide the foundation for Finance, SCM, project, and HR analytics. Jade will perform fit gap analysis with the City's requirements. The difference will be developed to support all modules thru separate Business areas to maintain all module-related data to easily build reports. #5..
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Requirement Implementation
Responses Comment
Scheduled refresh of data sets on time frame
agreed upon without impacting Production
performance.

Y Fact and dimension can be refreshed on agreed upon timeframes that refreshes data from EBS onto ADW, minimizing impact on Production performance. ETL package can be scheduled on off hours.

Unlimited access to IT to develop other data
sets/insights, dashboards, and other components
as needed.

M Separate Application roles will be created for IT admin users. This will provide access to IT to build new insight and data models.

Software branding is customizable and meets
current City of Modesto brand standards at launch
Y The OAC website and branding can be customized as per requirements.

The system has the ability to be operational on a
24/7 basis and has an uptime of 99.9%.

Y The OAC system availability is assured to be higher than 99.9% . Jade’s project team will monitor the system and create monitoring processes to avoid unplanned downtime.

Provide ability to reposition and rename fields,
remove, or turn off unused fields, maintain data,
and allow addition of custom defined fields and
data sets.

Y OAC offers flexible data models that can be used to add/remove fields or temporarily hide the fields. OAC reports columns can also be renamed, replaced, or hidden, and new fields can be added in report.

Provide a Test environment for testing new reports
and configurations. Test environment will be able
to accommodate the same schemas or multiple
databases as Production environment.

Y Jade will build Development and test as non-Production environments in OAC and ADW to Replicate production-like environment.

System allows access to local and networked drives
and printers at each local workstation.

Y OAC offers printable material downloads that can be printed later using local or network printers.

Enable users to share reports within the software. Y OAC offers report and Dashboard sharing that can be done by authorized users to allow them to view or edit.

Recommend the appropriate version of Oracle
Analytics Cloud based on the data modeling
requirements (Professional or Enterprise).

Y Jade recommends the Enterprise license for OAC as the Professional version doesn’t have a few key features like Advanced Enterprise Analysis and Dashboards, Enterprise Semantic Modeling, Email Distribution (analysis, dashboards), and BI Publisher, etc. BI publisher is needed for future roadmaps, and if the City migrates its EBS to fusion cloud, then all source tables will not be exposed through BICC. in that case BI publisher needs to be used to pull data and load in ADW. Please refer to Section Alignment with Future EBS / Oracle Fusion ERP Roadmap for more details on system enhancement roadmaps. #5..
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Requirement Implementation
Responses Comment
Setup multiple environment connections such as
legacy, test, and production
Y OAC data model can accommodate multiple environment setups. Legacy system. Database.

Website and application are compliant with the
current WCAG A/AA standards. Available Voluntary
Product Accessibility Template (VPAT)
Y OAC is compatible with WCAG A/AA standards. Available Voluntary Product Accessibility Template (VPAT). Jade can discuss the details and design the dashboard to maintain this standard.

Recommend the appropriate data sets/data
modeling requirements based on production and
legacy data reporting needs (Data Flows or Data
Models).

Y We will leverage Jades departmental analytics and do fit gap analysis of the City’s requirements to make changes. Jade will validate the City's requirements and place best practices for modeling.

BUSINESS AREAS
Vendor will design dashboards and other OAC
related components.

Y Jade will Design agreed upon dashboards, Data Model, and agent reports according to the City's requirements.

Set up pre-defined data sets/insights for all EBS
areas mentioned herein: Data sets must include the
following business areas: General
Ledger/Subledger accounting, Approval
Management rules and Workflows, Purchasing and
iProcurement, Payables, iExpense (Travel, Pcard,
and Reimbursement reports), Projects & Grants,
Stores Inventory Transactions and Mobile Supply
chain, Payroll and OTL, Human Resources, Grant
Labor, and Labor Distribution.

Y We will deploy our proprietary Departmental Analytics accelerator, Finance Assist/SCM 360/Intelli-HR/Project-360, to minimize manual efforts for implementing OAC with the Data Warehouse model. Jade’s Departmental Analytics framework will provide the foundation for Finance , SCM, project, and HR analytics. We will build data models to support all remaining modules thru separate Business areas to maintain all modules-related data to easily build reports.

System provides chart of account structure with
multiple independent segments including Fund,
Cost Center, Account, Project, Activity Code, Future
User-defined segment6.

Y Medium – Jade’s accelerator, Finance Assist, has GL account hierarchy dimensions that comes with chart of accounts (CoAs) setup. This can be configured per the City's CoA. This accelerator also helps to flatten the CoA structure that has been applied to multiple customers. We can maintain multiple, independent segments via ODI mappings and accommodate the newly added combinations of CoAs, if required.
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Requirement Implementation
Responses Comment
Model/Join Data sets for flexible AD-HOC reporting
on related data/integrations: such as easy ad-hoc
creation of a single report on Purchase Orders,
Requisitions, and GL combined.

Y High - Jade will Deploy our proprietary accelerator, SCM-360, which will provide a data model for SCM analytics. SCM-360 covers Purchase Orders and Requisitions subject areas. SCM will be integrated with Finance so GL data will be available. Jade will perform a fit gap analysis with existing SCM reports and build the required component.

Vendor will rebuild existing critical reports in
Discoverer based on the predefined data sets, such
as Expense Summary and Detail reports, Capital
Improvement Projects reports with Expenditures
and Revenues.

Y Vendor will Design agreed upon dashboards and related OAC components.

System will allow for cross functional reporting
from different business areas (building reports
using multiple data sources).

Y Compatible data sets/subject areas in OAC can be joined to generate combined reports.

MIGRATION
Key Discoverer reports that are currently based on
SQL queries to be rebuilt based on the new predefined business areas/data sets in new platform.

Y Key Discoverer reports will be rebuilt from new subject areas created in RPD during project execution.

Vendor will migrate all selected workbooks from
Discoverer to the new platform.

Y All key workbooks/worksheets will be rebuilt in OAC from new Fact and Dimension models created in ADW. OAC model will be based on subject area and will be used for ad-hoc usage.

Vendor will setup prebuilt dashboards, reports,
KPIs and for all of the data sets relating to the
subject matters, complementing our EBS
environment.

Y Jade will model the finance, HR, SCM, and project data in ADW using our accelerator and the City's requirements. Module-wise fact and dimension tables will be developed. OAC will use those facts and dimensions for modeling, so EBS data will be available for reporting.

Vendor will migrate multiple legacy data
warehouses to the cloud Data warehouse.

Y Jade will create data flow for the legacy 11c system and do a onetime load for 11i data.

SECURITY and SYSTEM ADMINISTRATION
Secured data sets, dashboards and reports based
on user roles/groups.

Y OAC offers Application Role and User Management, that can be leveraged to manage the Separate Roles. Jade will create a security matrix and consolidate the existing Discoverer role.
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Requirement Implementation
Responses Comment
The system has the ability to delineate between
system administrator, power users, and end user
roles.

Y OAC Offers Role and User Management that can be leveraged to manage the Separate Roles. Separate application roles will be created for admin users and Business users.

The system has the ability to allow the City to
determine which fields are visible and/or editable
to a role or user and to provide the ability to
provide both read and write access to the system
using role-based security.

Y OAC has object-level security features. Application roles can be configuring in different levels. Table-level, subject area-level, and column-level security can be enabled depending on the City's requirements.

If the system requires that passwords be stored;
ability to store passwords salted and hashed, using
non-reversible encryption.

Y OAC stores passwords in the data model in Encrypted formats that are not reverse encryptable or readable. Single sign-on can be enabled for the user so that password will not be stored.

Ability to setup multi-factor authentication. Y OAC can be integrated with IDCS as the security provider. City indicated that OAM and MSAD is currently IDP; therefore, OAM 12c/MSAD needs to be added in IDCS as IDP. IDCS groups can be mapped with the OAC application role, in this way, MFA can be enabled using a ADFS service.

Setup separate administrator role for IT only to
manage all datasets, reports, and dashboards.

Y Jade will setup a separate role for IT admin to manage all datasets, reports, and dashboards.

Vendor must have disaster recovery plan with
details.

Y Jade will use a prebuilt disaster recovery plan. As ADW and OAC is a PaaS application, this can be restored from a backup. Please refer DR strategy in response.

Setup metadata inquiry and audit reports for IT. Y Jade will create an audit report to provide DDL changes for metadata and release this on a periodic basis.

Limit permissions relating to global setups such as
modifications or extensibility to data sets/insights;
to the IT/System Administrator or a technical
Administrator only.

Y Jade will setup an IT admin role that will only have edit capabilities, while other users will have read only access.

Setup product access through secured URL (HTTPS). Y Https can be enabled in OAC using proper certificates.

Vendor will assist in setting up SSO to authenticate
users within our internal Active Directory and
provide a description on the methodology. If
unable to comply describe alternate methods.

Y OAC can be integrated with IDCS as the security provider. City indicated that OAM with MSAD is currently IDP; therefore, OAM 12c /MSAD needs to be added in IDCS as IDP. IDCS groups can be mapped with the OAC application role, in this way, MFA can be enabled using an ADFS service.
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Requirement Implementation
Responses Comment
Enable sharing within OAC of reports/dashboards
and other objects created by users with control to
set permissions to view-only on items shared with
recipients .

Y OAC reports can be shared with other users in a shared folder, access control can also be achieved.

Allow users to save viewing preferences within OAC
and not locally on workstation
Y Preferences will be saved within OAC, and it is machine-independent and browser-based.

Ability to move reports between test and
production instances without having to recreate
manually
Y In OAC, reports can be migrated or Imported in XML format from one environment to another.

Vendor will setup dynamic and secured data access
in OAC where permission to data can be based on
the user's responsivities in EBS.

C Data-level security can be implemented in OAC using session variable and using EBS responsibility. User and group mapping can be pulled from FND_user and FND_responsibility, and a custom database altercation provider will assign responsibility to the application role and user.

City of Modesto retains ownership of all data,
documents and records contained within System.

Any use or mining of data must be authorized by
City of Modesto.

Y Jade will deploy all codes in the City's environment; hence, it will be the City's property. These terms and condition will be established in the MSA.

MOBILITY
System shall have the ability to work with laptops,
tablets, and smart phones in the field. For field
users using mobile or tablet devices, does system
contain 'store and forward' capabilities when Wi-Fi
or connectivity access is lacking? Please describe
mobile methodology and supported platforms.

Y OAC's cloud-based architecture ensures mobility and platform independence.

All of the Data Visualization projects created using OAC supports mobile web.

What that means is that they will respond and adapt to the device users are working from. Oracle BI Mobile apps for iOS and Android will also support OAC for consuming all of your BI content, including Dashboards, Answers Reports, and DV Projects.

The system has the ability to be device agnostic
when run on mobile devices (e.g., the system can
be run on Android, iOS, etc.)
Y OAC's cloud-based architecture ensures mobility and platform independence.

All of the Data Visualization projects created using OAC supports mobile web.

What that means is that they will respond and adapt to the device users are working from.

PROJECT PLAN AND SCHEDULE
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Requirement Implementation
Responses Comment
Provide detailed project plan and implementation
schedule.

Y Detailed project plan and implementation schedule will be shared after the Planning phase of Project Execution. Indicative project plan has been attached in the proposal response in the schedule section.

Vendor must provide project plan outlining steps,
target dates, resources, and responsible party for
specific tasks based on similar project scope with
governmental agencies.

Y Indicative project plan has been attached in proposal response in schedule section. Detailed project plan and implementation schedule will be shared after Planning phase of Project execution.

DELIVERABLES
Provide Data Mart/Data Warehouse ETL
instructions with data flow diagrams or charts.

Y Data Mart/Data Warehouse ETL instructions with data flow diagrams or charts will be provided after Design phase of Project Execution.

Provide training documentations and recordings. Y Training documentations and recordings will be provided before the User Training Phase.

Provide configuration documentations. Y Configuration documentations will be provided after the Implementation Phase.

Provide post go live support tier and hand off plan. Y Post Go-live Support will be provided.

Provide description of services and related cost and
how system changes are managed.

Y Post Go-live Support will be provided.

TRAINING
Provide technical and administrator training to 5 IT
staff.

Y Training will be provided in the User Training Phase. Please refer to the Training section in response.

Provide functional training to up to 15 end users in
multiple groups.

Y Training will be provided in the User Training Phase. Please refer to the Training section in response.

Provide training documentations and recordings. Y Training will be provided in the User Training Phase. Please refer to the Training section in response.

SUPPORT
Vendor must be a channel partner of Oracle. Y Jade is an Oracle MOPN Certified Partner with access to Oracle product development teams, in addition to standard support processes. Jade works closely with the ADW team to develop joint solution strategies. Jade can enable a direct channel with ADW product development team.
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Requirement Implementation
Responses Comment
Vendor available 24/7 for urgent issues and phases
during implementation.

Y Jade Onsite/Offshore implementation approach ensures 24/7 availability for resources during implementation for urgent issue.

After GO-LIVE, for a period of 60 days, vendor to
provide 24/7 technical and functional support for
the system.

Y Jade has an efficient hypercare support team with a 24/7 support facility for urgent issues. This team will be deployed to serve the City for 24/7 support needs.

Provide response Service Level Agreement
information for support issues.

Y Jade will provide response according to Service Level Agreement for support issues.

Vendor has process for notifying City staff of
scheduled and unscheduled downtime.

Y Jade has an established process for service monitoring and downtime plan. Jade will establish proper communication plans to notify stakeholder of scheduled and unscheduled downtime.

Vendor provides training methodology and ensures
the functional end users and administrators are
properly trained.

Y Jade recognizes the need for solid end user training to support effective solution adoption. Jade’s training approach provides a framework using effective methods and best practices for initial and sustainable training. Early engagement of End Users/System Administrators and Power Users, training geared towards different learner groups, and continued access to training material are key in ensuring training success, which adequately prepares end users. Please refer to Proposal Submittal section in the response document for details on our proposed training approach and methodology for the City's OAC implementation Project.

Vendor has a knowledgebase and/or vibrant user
community accessible by City staff.

Y Jade has extensive experience in delivering training to very large and complex organizations with end users ranging from internal staff, local agency staff, consultants, contractors, system administrators, and technical staff. Jade also has extensive experience delivering effective training programs for external stakeholders such as consultants, contractors, and agencies.

Vendor should provide details for future versions,
web server and web browser versions. Describe or
provide roadmap for system enhancements.

Y OAC and ADW are PaaS products, and PaaS products version upgrades are inplace. Any new version released for webserver or browser will be supported by in-place upgrade of OAC.

The City is also focusing on upgrading its ERP to fusion or hybrid cloud; therefore, in that case source dependent transformations need to be customized for fusion table. Jade’s accelerator will help the City to get the data from unexposed fusion table.
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Requirement Implementation
Responses Comment
The vendor offers additional training sessions
above what is agreed upon. This will be at the City's
cost post-implementation.

Y Jade can provide additional training upon request.

Vendor to provide DBA services during the
implementation and as part of annual support of
OAC.

Y Jade has included DBA resources for ADW admin activity in support period.

Please refer to Project Organization Chart in the response document for more details.

Vendor must have functional and technical
experience in Oracle EBS.

Y Jade has an experienced Functional and Technical pool of Oracle EBS consultants. We have included an EBS techno functional consultant for this project in our core project team.
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Jade Global, Inc. © 2022 | RFP 2122-61 Oracle Analytics Cloud (OAC) Implementation |City of Modesto Page | 81 APPENDIX C – FUNCTIONAL TAB
Please refer to following page for our detailed responses to City’s OAC Implementation Project’s Attachment 1 – Functional Requirements.

Table 14: Appendix C – Functional Tab
Req
#
Requirement Implementation
Responses Comment
Setup insight/data sets for Grant labor and Labor
Distribution reports
C High - Jade will deploy our proprietary accelerator, Project-360, which will provide data model for project analytics. Project-360 covers Project Expense, Grants, and Revenue subject areas. Jade will perform a fit gap analysis with existing project report and build the model as per city’s requirement.

System will allow the ability to re-run same report
quickly with minor changes.

Y In OAC, we can make minor changes to get the expected results without saving that report, or we can create a copy of a report and make change to get expected results. Additionally, we can use dashboard prompts with the report and by changing the prompt value the report can be run with different parameters.

Enable users to export to .xlsx and .pdf and save
locally or to a network.

Y OAC has our built-in export to xlsx, pdf feature. Business users can export the pre-canned and ad-hoc reports to their laptop or desktop Ability to analyze data from a lower and higher level
of the hierarchy (drill down/ roll-up), filter, sort,
find, outline view of data etc.

Y OAC has hierarchy creation capabilities. When fact tables and dimension tables are joined, a default hierarchy is created but users can also add hierarchies and levels to those tables. For example, a Geography hierarchy might include levels for Country, State, and City. Jade will create hierarchies for the Data Model for AP ,AR, GL, SCM, HR, and Payroll subject areas.

Provide ability to reposition and rename fields,
remove, or turn off unused fields, maintain data,
and allow addition of custom defined fields and
data sets.

Y OAC offers flexible data models that can be used to add/remove fields, temporarily hide the fields, and reports columns can be renamed, replaced, or hidden, new fields can also be added in report.

Ensure columns/fields are easily viewable and
characters are viewable - not truncated
Y OAC report/dashboard has features to adjust the column widths, as per length of data field, and easily make changes to get your expected results.

The system will allow for shared reports to be saved
(as a new report) and modified without making
modifications to original shared report.

Y In OAC, you can edit shared reports without impacting original report, if you have appropriate role to perform the operation.
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Requirement Implementation
Responses Comment
The system will allow the option to export large
reports to excel
Y OAC supports to export/download large report outputs to Excel (based on Excel row limit capacity).

Provide ability to expand reports display to view all
objects on the same page.

Y In OAC, you can create dashboards and bring a greater number of reports to view all objects on the same page.

Setup insights of all Oracle Applications business
areas, including General Ledger/Subledger
accounting, Approval Management rules and
Workflows, Purchasing and iProcurement,
Payables, iExpense (Travel, P-card, and
Reimbursement reports), Projects & Grants, Stores
Inventory Transactions and Mobile Supply chain,
Payroll and OTL, Human Resources, Cash
management.

Y We will deploy our proprietary Departmental Analytics accelerator, Finance Assist/SCM 360/Intelli HR/Project-360, to minimize manual efforts for implementing OAC with the Data Warehouse model. Jade’s Departmental Analytics framework will provide the foundation for Finance, SCM, project, and HR analytics. We can build data models to support all modules through separate Business areas to maintain all modules-related data to easily build reports.

System provides chart of account structure with
multiple independent segments including Fund,
Cost Center, Account, Project, Activity Code, Future
User-defined segment6.

C Medium – Jade’s accelerator, Finance Assist, has GL account hierarchy dimensions that comes with a CoA setup, which can be configured like City's CoA. This accelerator also helps to flatten the COA structure, which has been applied to multiple customers. We can maintain multiple independent segments via ODI mappings and accommodate the newly added combinations of CoAs, if required.

Model Data sets for flexible AD-HOC reporting
across all business areas, such as easy ad-hoc
creation of a single report on Purchase Orders,
Requisitions, and GL combined.

C High - Jade will Deploy our proprietary accelerator, SCM-360, which will provide a data model for SCM analytics. SCM-360 covers Purchase Orders and Requisitions subject areas. SCM will be integrated with Finance, so GL data will be available. Jade will perform a fit gap analysis with existing SCM reports and build the required component(s).

C High - Jade will develop Finance DataMart. Using Finance DataMart, Jade will Design agreed upon dashboards and related OAC components. #5..
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Requirement Implementation
Responses Comment
System will allow for cross functional reporting
from different business areas (building reports
using multiple data sources).

Y Compatible data sets/subject areas in OAC can be joined to generate combined reports. Conformed dimensions will be developed for each module.

The Data Fields Naming convention matches oracle
EBS field names.

Y We can keep the same naming conventions that will match with EBS field names while designing the ETL/data models.

The system will allow the ability to share saved
reports with other users
Y In OAC, saved analyses, reports, and dashboards in catalog can be shared with multiple users.

The system will allow the ability to setup automatic
reports which will trigger an alert or notification to
allow the user to view the output of the report
Y In OAC, there is feature on the agent that can schedule reports and send notifications to Business users with report output data files.

The system will control access to ensure
confidential data is only available for defined users
Y In OAC, we can control access by creating roles and assigning them to users based on Business needs to ensure confidential data is available only for required users. Data-level and object-level security will be in place.

The System will allow comparison of different types
of data (budget, actuals, encumbrances, budget
available)
C High - In OAC, we can build dashboard to present a comparison of different types of data (budget, actuals, encumbrances, budget available). In Finance data mart we will build a fact table that will capture Budget and Actual data.

The system will allow for exporting of detailed data
such as journal description, journal name,
Accounting period, effective dates, balance type
C High - In OAC, we can export detailed report output with Journal Description, Journal Name, Accounting Period, Effective Dates, and Balance Types, etc. The Finance data mart detail fact table will capture all journal details.

The system will allow for adding additional detail to
GL reports such as vendor names for AP
transactions.

C High - In OAC, we can bring new additional columns in the reports. Finance data mart will have supplier dimensions that will provide all details. AP fact table will have all transactions. We will also provide an AP aging report.

The system will allow the ability to drill down on
transactions to determine what makes up the total
balance for all imports to GL. (example –
transactions from Stores and Accounts Payable
hitting GL)
C Medium - In OAC, we can build drilldown reports from summary transaction reports to determine what makes up the total balance for all imports to GL.

Finance data mart will have Payment type dimension that will provide ACH payment type details, which can be used to filter data. #5..
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Requirement Implementation
Responses Comment
For Accounts payable – when payments are
processed as checks, but the set-ups are flagged as
E-pay, the system should allow for running E-pay
reports that would exclude payments that have
been issued as checks.

C Medium - In OAC, we can restrict data based on prompts or parameters to exclude payments that have been issued as checks.

Ability to add data to the tool that doesn’t come
from one of the Oracle modules e.g. being able to
upload an organized spreadsheet to create a
dataset that can be compared directly with Oracle
data.

C Medium - By using ODI Web/ADW data transform, we can load custom data from spreadsheets and then compare the same with Oracle data with the help of OAC reports.

Projects and grants reports – system will allow
option to pull reports for project expense and
revenues (existing example in Discoverer; CoM
Capital Improvement Report)
C High - Jade will deploy our proprietary accelerator, Project-360, which will provide a data model for project analytics. Project-360 covers Project Expense, Grants, and Revenue subject areas. Jade will perform a fit gap analysis with existing project reports, enhance the model, ETL, and rebuild reports. User will get access to pre-canned project report as well as ad-hoc data models. #5..
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APPENDIX A - SAMPLE REPORTS AND DASHBOARDS
Figure 31: Sample HCM Analytics - I
Figure 32: Sample HCM Analytics - II
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Figure 33: Sample Project Analytics Dashboard
Figure 34: Sample Financial Analytics Dashboards
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Figure 35: Finance Assist Overview
Figure 36: Project-360 Overview
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Jade Global, Inc. © 2022 | Oracle Analytics Cloud (OAC) Implementation | City of Modesto Page | 88 Figure 37: Intelli-HR Overview
Figure 38: SCM-360 Overview

ABOUT ADW DATA TRANSFORM
ADB-S Integrated Data Transforms is the simplest for developers since it is built-in. However, all these offerings have a place in respective usage. They can even co-exist where departmental users prefer Data Transforms. These do not require separate licenses as they come with ADW, which will reduce the costs for environment management and licensing for the City.
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Jade Global, Inc. © 2022 | Oracle Analytics Cloud (OAC) Implementation | City of Modesto Page | 89 ADB-S Integrated Data Transforms (Built-in):
• ELT (Extract Load Transform) architecture for high performance. • Easy to use web-based Data Integration tool.
• Broad list of source and target connectivity (refer to the user guide). • Integrated into Autonomous Database. Automatically deployed and patched. • Part of Data Tools set.

Cost:
• No additional costs, Data Transform is included with ADW.

Target Users/Usage:
• Autonomous Database (shared) users. It is built in. No need to deploy or maintain. • Departmental users. Easy to use UI allows building quick data flows.

Table 15: Comparison Between ODI Versions
Features/Products
ADB-S Integrated
Data Transforms
(Built-in)
ODI Web Edition
Data Transforms
(Marketplace)
ODI Classic
(Marketplace)
ODI Classic
(On-prem)
Vendor Managed Yes No No No
Web UI Yes Yes No No
ELT architecture
for high
performance
Yes Yes Yes Yes
Wide range of
transforms
Yes Yes Yes Yes
Scheduling Yes Yes Yes Yes
Wide range of
connectors
Yes Yes Yes Yes
Connectors –
custom third-party
JDBC driver
support
WIP Yes Yes Yes
Connectors – Big
Data and SAP
No No Yes Yes
Ability to use ODI
Tools in package
WIP No Yes Yes
Custom code -
Procedure
No No Yes Yes
Custom code –
Editing Knowledge
Module
No No Yes Yes
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Jade Global, Inc. © 2022 | Oracle Analytics Cloud (OAC) Implementation | City of Modesto Page | 90 Features/Products
ADB-S Integrated
Data Transforms
(Built-in)
ODI Web Edition
Data Transforms
(Marketplace)
ODI Classic
(Marketplace)
ODI Classic
(On-prem)
Custom
Management
(Network, ZDT-HA
by clustering, GIT
Integration)
No No Yes Yes
Target DB
restriction
None Only ADB/DBCS Only ADB/DBCS
(free listing),
None (BYOL
listing)
None
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Jade Global, Inc. © 2022 | Oracle Analytics Cloud (OAC) Implementation | City of Modesto Page | 91 APPENDIX C – MINORITY BUSINESS ENTERPRISE CERTIFICATE
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Jade Global, Inc. © 2022 | Oracle Analytics Cloud (OAC) Implementation | City of Modesto Page | 92 APPENDIX D – CMMI LEVEL 3 CERTIFICATION
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Jade Global, Inc. © 2022 | Oracle Analytics Cloud (OAC) Implementation | City of Modesto Page | 93 APPENDIX E – CERTIFICATE OF INSURANCE
Jade confirmsto possessthe necessary coverage for the insurance requirements. Jade will include the City of Modesto as an additional insured upon notice of award. #5..
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Jade Global, Inc. © 2022 | Oracle Analytics Cloud (OAC) Implementation | City of Modesto Page | 94 APPENDIX F – CITY OF SAN JOSE BUSINESS TAX CERTIFICATE
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1 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61
FOR

ORACLE ANALYTICS CLOUD IMPLEMENTATION
Non-Mandatory Proposers Conference
To be held via Microsoft Teams on
Tuesday, June 14, 2022 at 2:00 p.m.

CITY OF MODESTO CONTACT: Dianne Love, Senior Buyer
E-MAIL ADDRESS: [email protected]
PHONE: (209)571-5164
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2 CITY OF MODESTO
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

TABLE OF CONTENTS
Page
. Notice to Proposers ..............................................................................................................3 . City Contacts ........................................................................................................................4 . Calendar of Events ...............................................................................................................4 . Offer and Acceptance...........................................................................................................4 FORMS
. Proposal Acknowledgement (Signature Form).................................................................6 . Pricing Schedule (Signature Form) ...................................................................................7 . Exceptions, Clarifications, Amendments ............................................................................8 . References.............................................................................................................................9 . Financial Interest Disclosure..............................................................................................11 . Company History Statement..............................................................................................14 . Minimum Qualifications....................................................................................................14 . Addenda Acknowledgement..............................................................................................15 . Proposal Evaluation Criteria ..............................................................................................16 Technical Specifications and Requirements
. Background.........................................................................................................................17 . Scope of Services ...............................................................................................................17 . Insurance Requirements.....................................................................................................19 General Terms and Conditions
. Proposal Submittal .............................................................................................................21 . Acceptance/Rejection of Irregular Bids.............................................................................21 . Complete Bid Document....................................................................................................22 . Compliance / Non-Compliance .........................................................................................22 . Pricing Format....................................................................................................................22 . Pricing Schedule.................................................................................................................22 . Award of Proposal..............................................................................................................23 . Evaluation Process .............................................................................................................23 . Term of Contract ................................................................................................................23 . Termination of Services .....................................................................................................24 . Payment ..............................................................................................................................24 . Sample Agreement .............................................................................................................32 #5..
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3 NOTICE TO PROPOSERS
NOTICE IS HEREBY GIVEN that the City of Modesto, County of Stanislaus, State of California, will receive at the City Clerk’s office, 1010 Tenth Street, Suite 6600, Modesto, CA 95354 sealed proposals for the furnishing of ORACLE ANALYTICS CLOUD IMPLEMENTATION for the City of Modesto, Information Technology Department.

All equipment, materials, and supplies shall be furnished F.O.B. City of Modesto. Proposals shall be submitted on the proposal sheet and shall be downloaded from the City’s Purchasing website at http://www.modestogov.com/257/Contracting-Bid-Opportunities; such proposals shall include all necessary specifications. It is highly recommended all proposal documents be downloaded from the City’s website.

Each proposal shall be sealed and filed with the City Clerk’s office, 1010 Tenth Street, Suite 6600, Modesto, CA 95354 no later than Tuesday, July 12, 2022 at 11:00 A.M., at which time proposals will be opened and recorded. All proposals shall be available for review following City Council award approval at the Purchasing Division, 1010 Tenth Street, 5th Floor, Suite 5300, Modesto, CA 95354.

Proposals will be received only at the address shown above, and prior to the time indicated. Any proposal received at or after said time and/or date, or at a place other than the stated address cannot be considered and will be returned to the proposer unopened.

All proposals, whether delivered by an employee of the proposer, U.S. Postal Service, courier or package delivery service must be received and time stamped at the stated address prior to the time designated. The City Clerk’s time stamp shall be considered the official timepiece for the purpose of establishing the actual receipt of proposals. The City of Modesto assumes no responsibility for delay in the delivery of the proposal.

On the outside of both the proposal envelope and courier envelope, the proposer shall indicate the following:

NAME AND ADDRESS OF PROPOSER
SPECIFICATION NUMBER 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION
PROPOSAL OPENING DATE: JULY 12, 2022 AT 11:00 A.M.

MAIL TO: CITY CLERK COURIER TO: CITY CLERK

CITY OF MODESTO CITY OF MODESTO
P.O. BOX 642 1010 10TH STREET, SUITE 6600
MODESTO, CA 95353 MODESTO, CA 95354
The City reserves the right to reject any or all proposals or to waive any informalities or minor irregularities in a proposal.

No proposer may withdraw his/her proposal for a period of one-hundred twenty (120) days after the date set for the opening thereof.
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4 CITY CONTACTS
All questions regarding these specifications, terms, and conditions shall be submitted in writing to Dianne Love, Senior Buyer, via email at [email protected].

All contacts during the proposal process shall be through the Purchasing Division. Attempts by the proposer to contact department representatives may result in disqualification of the proposer from the proposal process.

CALENDAR OF EVENTS
Event Date
Proposal Issued May 26, 2022
Non-Mandatory Proposers Conference June 14, 2022, 2:00 p.m.

Written Questions Due June 17, 2022
Addendum Issued (if required) June 27, 2022
Response Due BEFORE 11:00 A.M. on Tuesday, July 12, 2022 Proposal Award Date September 2022
Note: Award date is approximate.

Note: Deliver or mail proposals to the referenced address, only, as indicated in the Notice to proposers.

It is the responsibility of each proposer to be familiar with all of the specifications, terms and conditions and the site condition (if applicable). The proposer agrees and acknowledges all RFP specifications, terms, and conditions and indicates the ability to perform by submission of a proposal. By the submission of a proposal, the proposer certifies that if awarded a contract they will make no claim against the City based upon ignorance of conditions or misunderstanding of the specifications.

OFFER AND ACCEPTANCE:

Seller represents his/her acceptance to provide products and/or services as follows: City's offer to purchase products and/or services is expressly conditioned upon Seller's assent to the terms and conditions set forth in City purchase order documents, specifications, supporting data, and these articles. Seller agrees that Seller's Order Acknowledgement terms and conditions received prior to, during, or after order placement by City are hereby rejected. City purchase orders signed by the City's Purchasing Manager or her designated agent and issued to Seller constitutes written notification to Seller of City's rejection of any and all of Seller Order Acknowledgements, counter offers and change to the City's terms and conditions. #5..
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5 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION

SUBMITTAL CHECKLIST

BID SUBMITTAL CHECKLIST
The bidder shall provide a complete bid in a sealed envelope before 10:00 A.M. on the bid opening date.

Failure to provide all the required documents may cause the bid to be considered non-responsive.

COMPLETE BID Page No.
. Bid Acknowledgement (Signature)....................................................................................6 . Pricing Schedule (Signature)..............................................................................................7 . Exceptions, Clarifications, Amendments (if applicable) ....................................................8 . References.............................................................................................................................9 . Financial Interest Disclosure Form (Pg. 13 if applicable) ................................................11 . Company History Statement .............................................................................................14 . Addenda Acknowledgement Page (if applicable) ............................................................15 . Attachment 1 ........................................................................................Separate Attachment #5..
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6 PROPOSAL ACKNOWLEDGEMENT
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION
The City is soliciting proposals from qualified proposers to furnish its requirements per the specifications, terms and conditions contained in the above referenced proposal number. This Proposal Acknowledgement must be completed, signed by a responsible officer or employee, dated and submitted with the proposal response. Obligations assumed by such signature must be fulfilled.

No alterations or changes of any kind shall be permitted to the Proposal Form. Responses that do not comply shall be subject to rejection in total.

3. Taxes and Freight Charges: (a) Unless otherwise required and specified in the RFP, the prices quoted herein do not include Sales, Use or other taxes. (b) No charge for delivery, drayage, express, parcel post packing, cartage, insurance, license fees, permits, costs of bonds, or for any other purpose, except taxes legally payable by City, will be paid by the City unless expressly included and itemized in the proposal. (c) Amount paid for transportation of property to the City is exempt from Federal Transportation Tax. An exemption certificate is not required where the shipping paper shows the consignee as one (1) of the Agencies; as such papers may be accepted by the carrier as proof of the exempt character of the shipment. (d) Articles sold to the Agencies are exempt from certain Federal excise taxes. The Agencies will furnish an exemption certificate.

4. Award: (a) Unless otherwise specified by the proposer or the RFP gives notice of an all-or-none award, the City may accept any item or group of items of any proposal. (b) Proposals are subject to acceptance at any time within thirty (30) days of opening, unless otherwise specified in the RFP. (c) A valid, written purchase order mailed, or otherwise furnished, to the successful proposer within the time for acceptance specified results in a binding contract without further action by either party. The contract shall be interpreted, construed and given effect in all respects according to the laws of the State of California.

5. Patent Indemnity: Proposers who do business with the City shall hold the City, its officers, agents and employees, harmless from liability of any nature or kind, including cost and expenses, for infringement or use of any patent, copyright or other proprietary right, secret process, patented or un-patented invention, article or appliance furnished or used in connection with the contract or purchase order.

10. No Guarantee or Warranty: The City makes no guarantee or warranty as to the condition, completeness or safety of any material or equipment that may be traded in on this order.

11. Two “Inked” Signed Original Proposal Document Requested: Failure to furnish at least one “inked” signed original proposal document may result in disqualification.

Firm:

Address:

City/State/Zip:

Signature/Title/Date:
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7 PRICING SCHEDULE
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION
Description Price
Services Fees for Initial Implementation/Configuration
Additional Fees (Please List)
Ongoing Support Fees (annual price after year one)
Hourly Rate for Additional Services
Additional Software License Fees
Will proposer accept the City’s Epay Payment Program? Please check one: Yes ____ No ____ Information regarding the program is provided in Section 2.15 Payment.

City Business License No. __________ Expiration Date: __________ THE undersigned acknowledges receipt of the referenced RFP and/or Addenda and offers and agrees to furnish the articles and/or services specified on behalf of the proposer indicated below, in accordance with the specifications, terms and conditions of this RFP and Proposal Acknowledgement, for the pricing indicated on the Pricing Schedule.

Company Name (Proposer):

By (Person Submitting Proposal): (Print)
By (Person Submitting Proposal): (Signature)
Title of Person Submitting Proposal:

Business Address
(City/State/Zip):

Email Address:

Telephone Number:

Fax Number:

Date:
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8 EXCEPTIONS, CLARIFICATIONS, AMENDMENTS
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION
Exceptions, Clarifications, Amendments
List requests for proposal clarifications and exceptions below, if any, sign and submit with your proposal response.

Item No. Reference To: Description
Page No. Paragraph No.

Company Name (Proposer):
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9 REFERENCES
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION
All proposers must provide a list of five (5) current or former clients in the area provided below, identifying prior experience with the same type of services requested by the City under Scope of Work.

References shall have similar volume and requirements to those outlined in these specifications, terms and conditions. Proposer’s failing to provide references shall be deemed unacceptable.

The City may contact some or all of the references provided in order to determine the Proposers’ performance record on services similar to that described in this proposal. The City reserves the right to contact references other than those provided in the response and to use the information gained from them in the award process.

Company Name:

Address:

City, State, Zip Code:

Contact Person:

Email Address:

Telephone Number:

Type of Business:

Date of Service:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code:

Contact Person:

Email Address:

Telephone Number:

Type of Business:

Date of Service:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business:

Date of Service:

Annual Contract Value $
#5..
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10 Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business:

Date of Service:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business:

Date of Service:

Annual Contract Value $
Company Name (Proposer):
#5..
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11 FINANCIAL INTEREST DISCLOSURE
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION

FINANCIAL INTEREST DISCLOSURE

REQUIRED DISCLOSURE BEGINNING THE COUNCIL MEETING
OF JANUARY 7, 2003
The ordinance requiring financial interest disclosure by all parties having a direct or indirect interest of $2,000 or more (except for certain publicly traded companies) will be effective at the Council meeting of January 7, 2003. This means that any Council action on a contract, agreement or development right must be accompanied by a FINANCIAL INTEREST DISCLOSURE FORM listing by name all parties that have a material financial interest in the agreement, contract or development right.

PLEASE NOTE, any Council action that requires a FINANCIAL INTEREST DISCLOSURE cannot be considered by the City Council until the required reporting is made. That means that Agenda Items without the DISCLOSURE will be removed from the Council Agenda.

FinDisclosure12-19
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12 FINANCIAL INTEREST DISCLOSURE
All persons included within the meaning of either of the following tests have a material financial interest in an agreement, or application for development rights, submitted for approval or disapproval by the City Council, and shall be identified by the applicant, by name.

Tests of Materiality:

1. Whether it is foreseeable to a reasonable person that the value of their interest in property available for use by an applicant, or their interest in the applicant itself, may increase or decrease by an amount greater than $2,000.00 as a direct or indirect result of Council action on the applicant’s agreement or application for development rights.

2. Whether it is foreseeable to a reasonable person that the person’s gross income from the applicant may increase or decrease by a sum greater than $2,000.00 as a direct or indirect result of Council action on the agreement or application for development rights.

It is the legal obligation of all applicants for approval of an agreement or of an application for development rights to verify in writing, under penalty of perjury, that the identity of each person having a material financial interest in the agreement or application or development rights is true, correct and complete.

The applicant understands that this information is provided under penalty of perjury, and that intentionally supplying misinformation or deception may result in either invalidation of the agreement or application, or criminal prosecution for misdemeanor violation of the Modesto Municipal Code, or both. Negligent provision of misinformation shall be grounds for invalidation. In accordance with the Modesto Municipal Code, each applicant has a continuing obligation to maintain the truth, accuracy and completeness of the financial interest disclosure information provided below until after final consideration by the City Council of any matter arising out of or relating to the agreement or application.

By signing this document I agree to the information contained within.

COMPANY NAME: ____________________________________________________ __________________________________
APPLICANT’S NAME (SIGNATURE):
__________________________________
APPLICANT’S NAME/TITLE (PRINT):
__________________________________
Applicable Names: DATE:
(See attached list)
Questions concerning the application of either test to particular facts should be resolved in advance of Council action by agreement with the department head recommending approval of its agreement/application.

DIRECTOR
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13 FINANCIAL INTEREST DISCLOSURE
COMPANY NAME: __________________________________________ NAMES
Signature / Print:

Signature / Print:

Signature / Print:
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14 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION

COMPANY HISTORY STATEMENT
Your company shall have been in business for a minimum of three (3) continuous years (immediately prior to the time of the RFP submittal date) providing the types of services requested in this RFP.

The company history statement shall be prepared on company letterhead and provided with the proposal submittal.

MINIMUM QUALIFICATIONS
Minimum Qualifications are mandatory for proposal consideration, and at a minimum shall include the following:

Financial Stability:

City staff will request financial statements from the proposer whose proposal is determined to best meet the City’s needs as determined by the selection committee. Within two (2) business days of City request, proposers shall provide a copy of their company’s most recent professionally prepared Financial Statements (Income Statement and Balance Sheet). These statements, if un-audited, shall be accompanied by a cover letter that states the name and title of the preparer, the basis of the financial statement presentation (cash or accrual) and whether these statements have been prepared in accordance with Generally Accepted Accounting Principles for the most recent fiscal year end of the proposer. Audited financial statements shall be submitted in their entirety, including the auditor’s opinion and notes to the financial statements.

A separate document shall be provided and signed under penalty of perjury by the proposer’s financial officer or owner that explains the proposer’s inability to provide statements for a fiscal period that ended at least eight (8) months before the required date of submittal, if such inability exists.

One complete set of Financial Statements shall be submitted within two (2) business days of City request. Financial Statements, whether delivered via email, by an employee of the proposer, U.S. Postal Service, courier or package delivery service must be received by the City of Modesto, Purchasing Division within two (2) business days of request. Financial statements delivered via email should be sent to [email protected]. If sent via email, proposer is encouraged to follow-up with a phone call to Dianne Love at (209)571-5164, to confirm receipt. Failure of proposer to provide requested documents within two (2) business days, may disqualify proposer from further consideration. The City of Modesto assumes no responsibility for delay in the delivery of the Financial Statements to the City.

CITY OF MODESTO, PURCHASING DIVISION
1010 10TH STREET, SUITE 5300
ATTN: DIANNE LOVE
ORACLE ANALYTICS CLOUD IMPLEMENTATION RFP (2122-61)
MODESTO, CA 95354
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15 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION

ADDENDA ACKNOWLEDGEMENT
The bidder shall check the RFP listing on the City or PlanetBid website, periodically, and in any event, no later than the day prior to bid opening to obtain any addenda information. The changes identified in the addenda modify this request for proposal and specifications. The addenda now become a part of this request for proposal and specifications. Signing the proposal on the signature portion thereof, the proposer is acknowledging that the proposer has confirmed that he or she has received all addenda issued for this request for proposal and specifications, and has included costs for such in the proposal submitted. Failure to list and acknowledge all addenda numbers may cause the proposal to be considered nonresponsive. Do not attach any of the addenda to this sheet nor include them with the bid.

This document is only required to be returned should addenda have been issued.

The proposal is submitted with respect to the changes to the request for bid and specifications included in addenda numbers:

LIST ALL ADDENDA
NUMBERS:_____________________________________________________ Company Name (Bidder):
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16 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION
Most of the material needed to present a comprehensive proposal can be placed into one of the sections listed. Responses should be complete and detailed. However, if relevant information needs to be presented to further support the proposer’s case other appropriate sections may be added.

EVALUATION
All responsive proposals submitted will be reviewed by a City of Modesto evaluation committee.

At the completion of the proposal review, finalists may be asked to provide an in-depth presentation and product demonstration in Modesto or through Microsoft Teams. Whether or not a presentation shall be performed is wholly within the discretion of the evaluation committee.

The committee will select the proposal which best fulfills the City’s requirements and represents the best value to the City of Modesto as determined by the evaluation committee. No single factor will determine the final award decision.

Overall responsiveness to the Request for Proposals is an important factor in the evaluation process.

EVALUATION CRITERIA

1. Response to Technical & Functional Requirements

2. Adherence to Scope

3. Implementation Approach

4. Business Process Expertise

5. References

6. Project Plan and Project Schedule

7. Skills/Experience of proposed consultants

8. Cost
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17 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION

TECHNICAL SPECIFICATIONS AND GENERAL REQUIREMENTS

1.0 BACKGROUND:

The City of Modesto currently uses Oracle Discoverer for Business Intelligence reporting on Oracle EBS (ERP system), the legacy Financials/Payroll system (AFIN) and other databases.

Oracle no longer supports Discoverer and the product has been at end of life without further development or updates since 2017. The new Oracle product that replaces discoverer is Oracle Analytics Cloud (OAC). OAC is compatible with on-premise as well as cloud applications data sources. Our current EBS system is on-premise, however the future direction of EBS upgrades will be in a cloud platform.

1.1 SCOPE OF WORK:

With this Request for Proposals (RFP) the City of Modesto, California (the City) seeks proposals for services to implement Oracle Analytics Cloud software, meeting the requirements identified in this RFP. The proposer whose proposal is determined to (a) best meet the criteria set forth herein and (b) provide the best value to the City as determined by the City’s Evaluation Team will be recommended for contract award.

Section 1.2 of this RFP details the desired technical requirements and includes professional services related to implementation/configuration of Oracle Analytics Cloud software and services. Success for this project not only refers to the successful implementation of the Oracle Analytics Cloud Software, but also effective business process changes, project management, deliverables, and training necessary to improve reporting and empower end users of the City.

With this project, the City looks to achieve the following:
• Improved business processes and efficiencies by increased use of a flexible and customizable reporting tool
• Departmental accessibility to system data via query and reporting against predefined data sets
• Empower end users by utilizing modern technology
• Greater transparency of financial information
• Management dashboard reporting
• Reporting against a Data Warehouse to reduce load on production servers.

1.2 TECHNICAL SPECIFICATIONS:

The full scope of implementation is defined by the City’s technical and functional requirements, attached to this RFP as Attachment 1.
• The Vendor will make a best effort to recommend the appropriate version of Oracle Analytics Cloud software. The City is initially assuming Enterprise version and will be licensed for this but is open to downgrading if necessary. Please be aware this RFP is #5..
- 466 -
18 only for services related to the implementation of this scope of work, additional on-going support not covered by Oracle and training. The OAC software licensing and infrastructure will be separate and not included in this scope of work. • The Vendor will make a best effort to recommend the appropriate number of environments in Oracle’s Autonomous Data Warehouse based on the data being migrated.
• The Vendor will choose the most effective method of data modeling based on the production and legacy data requirements.

1.3 PROJECT PLAN AND SCHEDULE:

The Vendor will be required to provide a detailed project plan and deployment schedule. This will include tasks, milestones, change order process, escalation procedure and any other material that is relevant.

1.4 DELIVERABLES/REPORTS:

The Vendor will be required to provide a detailed project status report on an established frequency. This report will identify the key components through the duration of the project.

1.5 SAMPLE REPORTS:

Please provide a sample of a project plan, project schedule and weekly status report.

1.6 PROJECT MANAGER/SUPPORT STAFF
Please identify your account manager and support staff that will be responsible for ensuring successful delivery of this project.

The City will make every effort to have adequate staffing available for this project.

1.7 TRAINING:

The Vendor will be required to provide multiple levels of training including end user functional training and administrator technical training.

Estimated End User Functional Trainees: 15
Estimated Administrator Technical Trainees: 5

1.8 REQUIRED LICENSES:

Prior to beginning any service that shall be furnished under this specification, the bidder shall secure the appropriate Business/Delivery license from the City of Modesto. Business/Delivery license information may be obtained by calling (209) 577-5389.

If the bidder is furnishing any labor or service including installation or maintenance, the bidder shall possess the appropriate California Contractor's license(s) at the time the proposal is submitted. A contract shall not be awarded to a bidder that does not possess the appropriate Contractor's license(s). The appropriate Contractor's license(s) is that specified in this request, or #5..
- 467 -
19 if not specified, that which is otherwise required by law, and qualifies the Contractor to do business in the State of California.

1.9 INSURANCE:

The CONTRACTOR shall provide, at its own expense, and maintain at all times the following insurance with insurance companies licensed in the State of California and shall provide evidence of such insurance to the CITY as may be required by the Risk Manager of the CITY.

A. Workers' Compensation - in compliance with the statutes of the State of California, plus employer's liability with a minimum limit of liability of $1,000,000.

B. General Liability - insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage. The insurance shall indicate on the certificate of insurance the following coverage and indicate the policy aggregate limit applying to: premises and operations; broad form contractual; independent contractors and subcontractors; products and completed operations; and/or professional liability.

C. Automobile Liability – insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage. This insurance shall cover any automobile for bodily injury and property damage.

D. Technology Professional Liability Services – (Errors and Omission) vendors – (Cyber Liability) – insurance with a minimum limit of $2,000,000 per claim and $2,000,000 policy aggregate. If coverage is on a claims-made basis it shall be maintained for at least three (3) years following completion of the work.

If at any time any of said policies shall be unsatisfactory to the CITY, as to form or substance or if a company issuing such policy shall be unsatisfactory to the CITY, the CONTRACTOR shall promptly obtain a new policy, submit the same to Risk Manager for approval and submit a certificate thereof as hereinabove provided. Upon failure of the CONTRACTOR to furnish, deliver or maintain such insurance and certificates as above provided, this Agreement, at the election of the CITY, may be forthwith declared suspended, or terminated. Failure of the CONTRACTOR to obtain and/or maintain any required insurance shall not relieve the CONTRACTOR from any liability under this Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations of the CONTRACTOR concerning indemnification. The CITY, it agents, officers, employees, and volunteers shall be named as an additional insured on all insurance policies required herein, except Workers' Compensation.

The Workers' Compensation insurer shall agree to waive all rights of subrogation against the CITY, its agents, officers, employees, and volunteers for losses arising from work performed by CONTRACTOR for the CITY.

The CONTRACTOR's insurance policy(ies) shall include a provision that the coverage is primary as respects the CITY; shall include no special limitations to coverage provided to #5..
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20 additional insured; and, shall be placed with insurer(s) with acceptable Best's rating of A:VII or with approval of the Risk Manager.

For any claims related to this project, the CONTRACTOR’s insurance coverage shall be primary insurance as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the Entity, its officers, officials, employees, or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.

1.10 PROPOSER CONFERENCE:

A proposer conference is scheduled for June 14, 2022, beginning at 2:00 P.M.

Non-Mandatory Proposers Conference
To be held via Microsoft Teams on
Tuesday, June 14, 2022 at 2:00 p.m.

Microsoft Teams meeting
Join on your computer or mobile app
Click here to join the meeting
Or call in (audio only)
+1 469-998-7409,,451825389# United States, Dallas
Phone Conference ID: 451 825 389#
Persons attending the proposers conference assume all risks of damage or loss to person and property and specifically release the City of Modesto from liability therefore. #5..
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21 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION

GENERAL REQUIREMENTS

2.0 PROPOSAL SUBMITTAL:

Proposer should submit two “inked” (preferably blue ink) signed original proposal documents, plus one (1) copy of the signed original proposal document and one (1) electronic copy submitted via USB. The original proposal document shall be clearly marked. Photocopies do not constitute an original proposal document.

FAILURE TO FURNISH AT LEAST ONE “INKED” SIGNED ORIGINAL PROPOSAL DOCUMENT MAY RESULT IN DISQUALIFICATION.

It is the responsibility of the proposers to identify information in their proposal responses that they consider confidential under the California Public Records Act. To the extent that the City agrees with that designation, such information will be held in confidence whenever possible. All other information will be considered public.

All costs associated with the preparation of this proposal shall be borne by the proposer.

All exceptions taken to these specifications shall be specifically and clearly identified on the Exceptions, Clarifications, and Amendments Form. Failure to comply with this provision is grounds for proposal rejection.

Exceptions taken shall not affect the overall performance and quality of the services required by the City. The Purchasing Manager or her designated agent shall make the final decision regarding the acceptability of the services with exceptions.

Proposal shall be made in the format specified below. All requested exhibits shall be submitted with the completed Proposal and in the designated format. No oral, telegraph, telephone, facsimile or electronic proposals will be accepted. Failure to comply with all requirements may result in proposal rejection.

2.0.1 PROPOSAL PREPARATION:

Proposal shall be submitted in a three-ring binder with section tabs (A through Z as needed) with responses in the order described below. In those instances where specific questions are asked, each question shall be repeated in the proposal with the response following the question.

Extraneous or marketing information shall not be included. In completing Attachment 1, please complete as detailed in the instructions.

If a service requirement cannot be met, Proposer shall indicate “No Proposal” in the relevant section of the proposal. In this case, proposer may offer an alternative equivalent service.

2.0.2 ACCEPTANCE/REJECTION OF IRREGULAR PROPOSALS:

A contract shall be awarded to the proposer whose proposal most closely satisfies the needs of the City and is deemed the most advantageous to the City. The City reserves the right to reject any or all proposals or to waive any informalities or minor irregularities in a proposal. #5..
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22 2.0.3 COMPLETE PROPOSAL SUBMITTAL:

The following documents constitute the makeup of a complete proposal submittal:
 Proposal Acknowledgement (Signature Form)
 Pricing Schedule (Signature Form)
 Exceptions, Clarifications, Amendments
 References
 Financial Interest Disclosure (Signature Form)
 Addenda Acknowledgment Form (If Applicable)
 Company History Statement
 Proposal Submittal
 Attachment 1 “Functional Requirements”
Failure to furnish any of these documents may result in disqualification.

2.0.4 PROPOSAL PREPARATION:

Proposals shall be prepared in the order listed in Section 2.0.3 Complete Proposal Submittal.

Proposals should be tabbed with dividers. Tabbed dividers shall be clearly marked indicating the appropriate document.

2.1 COMPLIANCE:

Proposers are required to sign the “Pricing Schedule, Financial Interest Disclosure and Proposal Acknowledgement Forms” of this proposal document, thereby acknowledging they are in full compliance with all requirements of RFP No. 2122-61 and any addendum to such proposal.

Failure to comply may result in disqualification.

The proposer guarantees that the offered equipment, material or services meet all safety requirements applicable in accordance with Cal-OSHA regulations and any other rule or regulation required by the City of Modesto.

2.2 NON-COMPLIANCE:

If you cannot comply with a specification requirement, note as an addendum on the Exceptions, Clarifications, Amendments Form specification paragraph, your exception, and your recommendation. The Purchasing Manager will evaluate your recommendation. If after evaluation it is determined that the proposer is not in compliance with the specification, the proposal may be rejected.

2.3 PRICING FORMAT:

All labor, initial background checks, drug-screening, licenses and insurance necessary to perform the services shall be included in the proposed pricing.

Unless otherwise stated, the proposer agrees that, in the event of a price decline, the benefit of such lower pricing shall be extended to the City.

2.4 PRICING SCHEDULE:

Proposers shall use the Pricing Schedule Form to present their proposed pricing. No other form or format shall be accepted.
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23 2.5 AWARD OF PROPOSAL:

Proposals shall be evaluated by a committee and will be ranked in accordance with the RFP section entitled “Evaluation Criteria.”
The committee shall recommend award to the proposer who, in its opinion, has submitted a proposal that best serves the overall interests of the City and attains the highest overall point score.

Award may not necessarily be made to the proposer with the lowest price.

The City reserves the right to decline to award a contract if it is determined that the proposed pricing is not competitively priced based on similar contracts with public agencies within the State of California.

The City reserves the right to select that proposal, which best suits the City’s needs. Regardless of City staff’s recommendation, the City Council reserves the right to award a contract to the proposer that best suits the City’s needs as determined by the City Council whether or not said award is consistent with City staff’s recommendation for award.

2.6 EVALUATION PROCESS:

Proposals shall be evaluated using a three (3) step process:

Level 1 – Minimum Qualifications Review: The City shall perform an initial responsiveness review to determine compliance and shall notify disqualified Proposers. Proposers that do not meet the “Minimum Qualifications” requirements shall be deemed non-responsive and/or/nonresponsible to this RFP and will receive no further consideration.

Level 2 – Proposal Content and Cost Ratings: Proposals that meet Level 1 Minimum Qualifications Review shall be evaluated based on the evaluation criteria “Proposal Evaluation Criteria”. Proposer submittals shall be evaluated and scored. Proposer cost information shall be evaluated as part of Level 2 evaluation process.

Level 3 – Short List (Oral Presentations): At the sole discretion of the Evaluation Committee, a “short list” of proposers may be developed of the highest rated written submissions, based on Level 1 and Level 2 rankings. If the Evaluation Committee chooses, these proposers would be invited to give presentations. Final scoring of “short list” proposals shall be completed upon the conclusion of presentations.

2.7 TERM OF CONTRACT:

The term of the contract shall be for a period of two (2) years, with three (3) one-year extension options at the sole discretion of City for a total of up to five (5) years.

A. Pricing shall remain firm for the first two (2) years of any contract which may be awarded pursuant to this RFP.

B. Price increases for subsequent contract years three (3), four (4) and five (5) shall not exceed the Consumer Price Index (CPI) for West Urban Area in any one contract year, and shall be negotiated through the Purchasing Division. Requests for price increases shall be submitted by Contractor(s) in writing, at least sixty (60) days prior to the annual anniversary date of the contract to be effective for the subsequent year. #5..
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24 2.8 QUANTITIES:

The successful proposer shall be required to provide whatever quantities may be required during the contract term. No minimum or maximum is guaranteed or implied.

2.9 FUNDING:

All annual extensions are based upon continuous funding for that purpose by the City Council.

Failure to fund any annual extension shall result in an immediate termination of the agreement without redress.

2.10 INSPECTION AND ACCEPTANCE:

Whenever the product or service provided by the supplier has been delivered to the delivery point, the designated agent shall make the final inspection and acceptance.

If upon initial inspection the product or service is found to be defective in its construction or deficient in any of the requirements of this specification, the supplier shall remedy or remove said product in an acceptable manner at the supplier's expense. No compensation shall be allowed for such correction of product, labor, or transportation of product.

2.11 CITY BUSINESS LICENSE:

Prior to beginning any service, that shall be furnished under this specification and proposal, the Proposer shall secure the appropriate Business license from the City of Modesto. Business license information may be obtained by calling (209) 577-5389.

2.12 TERMINATION OF SERVICES:

Refer to the “Sample Agreement” for termination of services

2.13 ELECTRONIC PAYMENT:

Electronic Payment Method:

The City of Modesto provides an Epay Program which involves payment of invoices by a secure Visa account number assigned to the supplier after award of bid or contract. Notification of payments and required invoice information is issued to the supplier’s designated Accounts Receivable contact by email remittance advice at time of payment.

During the evaluation process preference may be shown to proposers that agree to accept Epay for payment of invoices. Please indicate on the Pricing Schedule whether or not your company will accept the City’s Epay Program.

Invoice to: City of Modesto
Attn: Accounts Payable
P.O. Box 642
Modesto, CA 95353
Email to: [email protected]

2.14 OTHER GOVERNMENT/PUBLICLY FUNDED AGENCIES:

If mutually agreeable to all parties, the issuance of any resultant contract/purchase order referencing these specifications and modified by mutual agreement between all parties may be #5..
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25 extended to other government or publicly funded agencies. It shall be understood that all terms and conditions as specified herein shall apply.

2.15 NON-DISCRIMINATION:

A. During the performance of this contract, Contractor and its subcontractors shall not unlawfully discriminate against any employee or applicant for employment because of race, color, ancestry, religion, sex, national origin, marital status, age, medical condition (cancer related), physical handicap (including AIDS), or sexual orientation. Equal employment opportunity extends, but is not limited to recruitment, compensation, benefits, layoff, termination, and all other conditions of employment. Contractor and subcontractors shall ensure that the evaluation and treatment of their employees and applicants for employment are free of such discrimination. Contractor and subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Government Code, Section 12900 et seq.) and the applicable regulations promulgated thereunder (California Administrative Code, Title 2, Section 7285.0 et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing Government Code, Section 12900, set forth in Chapter 5 of Division 4 of Title 2 of the California Administrative Code are incorporated into this contract by reference and made a part hereof as if set forth in full.

B. Contractor and its subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement.

C. Contractor shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under the contract.

D. Contractor shall permit access by representatives of the Department of Fair Employment and Housing and the City upon reasonable notice at any time during the normal business hours, but in no case less than twenty-four (24) hours notice, to such of its books, records, accounts, other sources of information and its facilities as said Department or City shall require to ascertain compliance with this clause.

2.16 NON-DISCRIMINATION OF THE HANDICAPPED:

CERTIFICATION OF PROPOSER REGARDING NON-DISCRIMINATION OF THE

HANDICAPPED
By executing this agreement, the proposer hereby certifies that he/she is in compliance with the Americans with Disabilities Act of 1990, the applicable administrative requirements promulgated in response thereto, and any other applicable Federal laws and regulations relating to handicap discrimination and participation, and will continue to do so for at least the duration of the agreement and any extensions thereof.

2.17 DRUG FREE WORKPLACE:

Proposer/Contractor certifies that he/she is in compliance with Sections 8350 - 8355 of Chapter

5.5 of the Government Code, Drug Free Workplace Act. Every person or organization awarded a contract/purchase order or grant for the procurement of any property or service from any state #5..
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26 agency (city) shall certify to the contracting or granting agency that it will provide a drug free workplace.

2.18 HOLD HARMLESS AGREEMENT:

The CONTRACTOR shall hold the CITY, its agents, officers, employees, and volunteers, harmless from and save, defend and indemnify them against any and all claims, losses, liabilities and damages from every cause, including but not limited to injury to person or property or wrongful death, with the indemnity to include reasonable attorney's fees, and all costs and expenses, arising directly or indirectly out of any act or omission of CONTRACTOR, whether or not the act or omission arises from the sole negligence or other liability of CITY, or its agents, officers, employees, or volunteers relating to or during the performance of its obligations under the Agreement.

2.19 ASSIGNMENT OF RIGHTS:

CONTRACTOR offers and agrees, and will require all subcontractors and suppliers to agree, to assign to the CITY all rights, title, and interest in and to all causes of action it and they may have under Section 4 of the Clayton Act (15 United States code, Section 15) or under the Cartwright Act (Business and Professions Code, Section 16700 et seq.), arising from the purchase of goods, services, or materials pursuant to this contract or any subcontract. The assignment made by CONTRACTOR and all assignments made by subcontractors and suppliers shall be made and become effective at the time the CITY tenders final payment to CONTRACTOR, without further acknowledgment by the parties (Government Code, Sections 4550-4554).

2.20 CITY PROCESS/PROCEDURE APPROVALS:

CITY approval of any process or procedure shall not relieve the proposer of his/her responsibility to furnish the required items and service meeting all specifications contained herein.

2.21 PROPOSAL/SELLER REPRESENTATION:

The proposer/seller represents that:

A. He/She has had an opportunity to examine and has examined any and all of the documents, including specifications, any resultant purchase order and supporting data, and that he/she has, from the information contained in such documents, specifications, and data, fully acquainted him/her with all conditions relevant to the work.

B. He/She has made all reasonable investigations essential to a full understanding of the difficulties, which may be encountered in performing the work.

C. He/She will complete the work for the compensation stated above.

D. He/She assumes full and complete responsibility for all conditions relevant to the work and all risks in connection therewith.

E. In addition thereto, the proposer/seller represents that he/she is fully qualified to do the work in accordance with the terms of any Purchase Order issued within the time specified in it.
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27 F. Anything mentioned in the specifications and not in the Purchase Order, or mentioned in the Purchase Order and not mentioned in the specifications, shall be of like effect as if shown or mentioned in both. In case of difference between the specifications and the Purchase Order, the Purchase Order shall govern.

2.22 FAILURE TO PERFORM SATISFACTORY:

It is agreed and understood that if the CONTRACTOR fails to perform the work as specified herein, CITY's representative may (1) consent to accept such unsatisfactory service with an appropriate adjustment in contract price, based on established cost factors, (2) have such required work done by CITY forces or otherwise, and charge the cost thereof to the CONTRACTOR, or (3) recommend termination of contract between said CONTRACTOR and the City of Modesto.

Those discrepancies and deficiencies in the work that remains uncorrected after the date set for correction may be the necessary justification for a billing adjustment in the month following the occurrence. Unless otherwise negotiated, billing adjustments for this incomplete or uncorrected work shall be permanent retention of 100% of the estimated monthly cost for the work not corrected or completed.

2.23 CONTRACTOR'S RESPONSIBILITY FOR DAMAGES:

If CONTRACTOR damages any property belonging to the CITY, the CITY may either retain from the money due to CONTRACTOR an amount sufficient to repair the damage or require CONTRACTOR to repair the damage to the satisfaction of the CITY at CONTRACTOR's expense.

2.24 LABOR FORCE AND SUPERVISION:

CONTRACTOR shall provide sufficient labor at all times to carry out the project properly and shall ensure that fully experienced competent licensed workers who are skilled in the type of work required are employed. CONTRACTOR shall ensure that supervision is provided at all times while any work under this contract is being performed. If, in the judgment of the CITY, any person is incompetent or disorderly, CONTRACTOR shall promptly remove such person from the work for the duration of the contract.

2.25 PROTEST AND APPEAL PROCEDURES:

Potential offerors, bidders, contractors, and subcontractors wishing to protest or appeal a procurement or contracting decision by the City of Modesto must follow the procedures provided by the section. Protests or appeals which are not submitted in accordance with these procedures will not be reviewed.

DEFINITIONS
For the purposes of this procedure: "Days" means working days in which City Hall is open for business, excluding holidays and weekends.
"Filing Date" or "Submission Date" means the date of receipt by the City Clerk’s office of the City of Modesto.
"Interested Party" means an actual or prospective bidder or offeror, or any contractor or subcontractor identified by name in any bid or proposal. "Bid" includes the term "offer" or "proposal" as used in the context of formal, informal, or negotiated procurements.
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28 "Announced Decision" includes the term “Notice of Intent to Award Letter”. Once the City has issued an Announced Decision, the date noted will begin the time that an Interested Party may lodge a protest. Procurements valued at $50,000 or less normally will not have an Announced Decision.

A. PROTEST PROCEDURES

1. Any interested party may lodge a written protest to an Announced Decision with the City of Modesto's Purchasing Manager no later than ten (10) days after the Announced Decision.

2. The protest shall be delivered or sent by registered mail and postmarked by the deadline, or protest will be automatically rejected. Protestors who choose to be represented by legal counsel are responsible for the associated expenses.

3. The protest shall be accompanied by a certified or cashier's check in the amount of $300.00, (EXCEPT FOR PROTESTS OF FEDERALLY FUNDED
PROJECTS) or in such other sum as the City may establish, made payable to the Clerk of the City of Modesto. Protests filed without the requisite fee will be rejected without any additional review.

4. The protest filed with the Purchasing Manager shall:
a. Include the name, address, and business telephone number of the protestor;
b. Identify the project under protest by name, Request for Bid (RFB)/Request for Proposal (RFP) number, and bid/RFP date; c. Contain a concise statement of the grounds for protest; d. Include all supporting documentation, if any. Documentation submitted after filing deadline will not be reviewed.

All protests shall either be delivered to:

City Clerk’s Office
Attn: Purchasing Manager
1010 Tenth St. Suite 6600
Modesto CA 95354
Or mailed to:

City Clerk’s Office
Attn: Purchasing Manager
PO Box 642
Modesto CA 95353
B. PROTEST REVIEW (ANNOUNCED DECISION)
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29 1. Protest to Purchasing Manager
Upon receipt of a complete and timely protest, the Purchasing Manager shall review all the submitted materials and shall create and retain a written record of the review. The Purchasing Manager shall respond at least generally to each material issue raised in the protest not later than ten (10) days after receipt of the protest. Notice of the Purchasing Manager's decision may be given by letter mailed through U.S. Postal Service.

2. Appeal to Deputy City Manager
The Purchasing Manager's decision may be appealed in writing to the City of Modesto's Deputy City Manager(s) no later than ten (10) days after the date of the Purchasing Manager’s Decision. The scope of the appeal shall be limited by the issues raised in the initial protest to the Purchasing Manager. The Deputy City Manager shall not be permitted to review any newly raised issues. The Deputy City Manager shall review the appeal, accompanying supporting documents, if any, and the written record of the protest review by the Purchasing Manager.

A written record of the Deputy City Manager's review shall be created and maintained. The Deputy City Manager shall give notice of his or her decision to the protestor within ten (10) days after receipt of appeal.

All protest appeals shall either be delivered to:

City Clerk’s Office
Attn: Deputy City Manager
1010 Tenth St. Suite 6600
Modesto CA 95354
Or mailed to:

City Clerk’s Office
Attn: Deputy City Manager
PO Box 642
Modesto CA 95353

3. Appeal to City Council
Any protestor seeking to appeal to the decision of the Deputy City Manager may appeal in writing to the City Council by filing with the City Clerk a written notice of such appeal not later than fifteen (15) business days after the date of the Deputy City Manager's decision. The City Clerk will calendar the protest for Council hearing and give notice of the time and place of the hearing as provided in Modesto Municipal Code Sections 1-4.01 through 1-

4.05. #5..
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30 The City Council is the highest authority of the City of Modesto. It is possible that the City Council may reverse the decision of any City staff member at the hearing, or provide other direction to staff. In such cases, staff cannot reverse a City Council decision.

All protests shall either be delivered to:

City Clerk’s Office
Attn: City Council
1010 Tenth St. Suite 6600
Modesto CA 95354
Or mailed to:

City Clerk’s Office
Attn: City Council
PO Box 642
Modesto CA 95353
C. PROTESTS OF PROCUREMENTS EXCEEDING $250,000.00
Interested parties protesting procurements exceeding $250,000.00 shall comply with the procedures contained herein, except that in lieu of appeal to the Deputy City Manager, a protestor may request that the protest be heard and decided at an administrative hearing.

A written request for administrative hearing shall be accompanied by a certified or cashier's check in the amount of $1,500.00, (EXCEPT FOR PROTESTS OF FEDERALLY FUNDED PROJECTS; Refer to Purchasing Procedures Manual for the Transit Division and Federal Transit Administration Funded Purchases, Chapter 14) payable to the City of Modesto, and shall be received by the Purchasing Manager not later than fifteen (15) days after dispatch of the Purchasing Manager's decision. The request for hearing shall include the specific grounds of the appeal.

The City of Modesto shall select and engage an impartial and qualified person to act as hearing officer in the pending protest. The protestor shall have the right to twice reject the selected hearing officer, provided that the City is notified of such rejection within three (3) days of notice to protestor of the name of the hearing officer.

The protest shall be heard not later than twenty (20) days after receipt of protestor's request for hearing and the selection of a hearing officer. Protests not heard in a timely manner shall be deemed withdrawn, unless the City and the protestor mutually agree otherwise in writing. The protestor’s failure to accept a hearing officer after the third attempt by City staff to identify an impartial hearing officer shall be deemed a withdrawal of the protest.

The costs of the hearing officer and expenses of the protest shall be borne by the protestor. The sums deposited with the request for hearing shall be credited to the costs of the hearing officer and other hearing expenses.
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31 The decision of the hearing officer shall be deemed as the final decision of the City, and no other appeal to City Staff or body shall be permitted.

D. PROCUREMENTS OBTAINED WITH FEDERAL FUNDS

1. If the protested procurement involves federal funds, e.g., from the Federal Transit Administration (FTA) of the United States, the Deputy City Manager, City Council, or hearing officer shall give notice, accompanying their respective decisions, to the protestor that he or she has the right to appeal to the appropriate federal agency, for which an agency name, contact (where available) and address shall be provided by City staff. Such an appeal shall be filed with the appropriate agency within seven (7) business days of the dispatch or rejection notices to the protestor. Federal agencies may entertain protests alleging that the City has failed to adopt written protest procedures or has failed to follow such procedures. Appeals to the Federal Transit Administration (FTA) shall comply with FTA Circular 4220.1E and the amendments and supplements thereto.

Additional information regarding protesting procurements obtained with Federal Funds can be found in the Purchasing Procedures Manual for the Transit Division and Federal Transit Administration Funded Purchases, Chapter 14.

2. The City Council is the highest authority of the City of Modesto. It is possible that the City Council may reverse the decision of any City staff member at the hearing before Council on the procurement at hand. In such cases, no internal appeal is possible since staff may in no case reverse a City Council decision. In such an event, a disappointed transit bidder or a contract involving expenditures of Federal funds shall have the right to appeal the City Council decision directly to the Federal Transit Administration. #5..
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32 SAMPLE AGREEMENT
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2122-61

ORACLE ANALYTICS CLOUD IMPLEMENTATION
This Agreement, made and entered into in the City of Modesto, State of California, this ____ day of _________, 2022, by and between the City of Modesto, a municipal corporation of the State of California, hereinafter called CITY, and Contractor, hereinafter called

CONTRACTOR,
W I T N E S S E T H:

WHEREAS, the Modesto City Council adopted Resolution No. 2022-_____ authorizing the award of proposal and contract for the furnishing of ORACLE ANALYTICS CLOUD IMPLEMENTATION to Contractor, attached hereto as Exhibit “A” and made a part hereof, and
WHEREAS, the CONTRACTOR provided a responsive and responsible submittal that best meets the CITY needs, attached hereto as Exhibit “B” and made a part hereof, and
WHEREAS, the CITY and CONTRACTOR shall enter into an agreement for the furnishing of ORACLE ANALYTICS CLOUD IMPLEMENTATION, as described in RFP No. 2122-61 – ORACLE ANALYTICS CLOUD IMPLEMENTATION, attached hereto as Exhibit “C” and made a part hereof, and
NOW, THEREFORE, the parties hereto mutually agree as follows:

1. SCOPE OF WORK.
a. CONTRACTOR shall furnish ORACLE ANALYTICS CLOUD
IMPLEMENTATION insofar as such scope of services are specified in Exhibit “B”, and in strict accordance with the conditions of the complete Contract. #5..
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33 b. CONTRACTOR shall do and perform the work contemplated hereby in a good and workmanlike manner under the direction of and to the satisfaction of the City Representative.
c. CONTRACTOR shall furnish said services at the following contracted rates, not to exceed $_________________ annually:

Unit Price

2. CITY REPRESENTATIVE:

Contract Administrator is:
________________________ ____________________________
The City Representative is not authorized to commit the CITY to changes in specifications, requirements, or scope of work, changes in price(s), period of performance or delivery date(s) or method of shipment. Changes of a contractual or business nature shall be effected only by written change to the contract, issued by the City of Modesto, Purchasing Division.

3. TERM OF CONTRACT:
#5..
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34 The term of the contract shall be for a period of two (2) years with three (3) oneyear extension options at the sole discretion of CITY, for a total of up to five (5) years.

Year 1: Notice to Proceed through Month DD, YYYY
Year 2: Month DD, YYYY through Month DD, YYYY
Year 3: Month DD, YYYY through Month DD, YYYY
Year 4: Month DD, YYYY through Month DD, YYYY
Year 5: Month DD, YYYY through Month DD, YYYY
Pricing as set forth in Section 1.c. above shall remain firm for the first two (2) years of the contract.

4. LIABILITY INSURANCE:

CONTRACTOR shall provide at its own expense and maintain at all times the following insurance with insurance companies licensed in the State of California and shall provide evidence of such insurance to CITY as may be required by the Risk Manager.

The policies or certificates thereof shall provide that, thirty (30) days prior to cancellation or material change in the policy, notices of same shall be given to the Risk Manager of CITY by registered mail, return receipt requested, for all of the following stated insurance policies.
(a) Workers' Compensation - In compliance with the statutes of the State of California, plus employer's liability with a minimum limit of liability of $1,000,000
#5..
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35 (b) General Liability insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. This insurance shall indicate on the certificate of insurance the following coverages and indicate the policy aggregate limit applying to: premises and operations; broad form contractual; independent consultants and subcontractors; products and completed operations as applicable.
(c) Automobile Liability insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage.

This insurance shall cover any automobile for bodily injury and property damage.
(d) Technology Professional Liability Services – (Errors and Omission) vendors – (Cyber Liability) – insurance with a minimum limit of $2,000,000 per claim and $2,000,000 policy aggregate. If coverage is on a claims-made basis it shall be maintained for at least three (3) years following completion of the work.

If at any time any of said policies shall be unsatisfactory to CITY, as to form or substance, or if a company issuing such policy shall be unsatisfactory to CITY, CONTRACTOR shall promptly obtain a new policy, submit the same to Risk Manager of CITY for approval and submit a certificate thereof as herein above provided. Upon failure of CONTRACTOR to furnish, deliver or maintain such insurance and certificates as above provided, this Agreement, at the election of CITY, may be forthwith declared suspended, or #5..
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36 terminated. Failure of CONTRACTOR to obtain and/or maintain any required insurance shall not relieve CONTRACTOR from any liability under this Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations of CONTRACTOR concerning indemnification. CITY, and its agents, officers, employees, and volunteers shall be named as an additional insured on all insurance policies required herein, except Workers ’ Compensation, Professional Liability and Financial Institution’s Fidelity. The Workers’ Compensation insurer shall agree to waive all rights of subrogation against CITY, its agents, officers, employees, and volunteers for losses arising from work performed by CONTRACTOR for CITY. CONTRACTOR’S insurance policy(ies) shall include a provision that the coverage is primary as respects CITY; shall include no special limitations to coverage provided to additional insured; and, shall be placed with insurer(s) with acceptable Best ’s rating of A:VII or with approval of the Risk Manager of CITY. The CONTRACTOR must deliver certificates evidencing existence of the insurance to the City prior to the time contract is signed.

CONTRACTOR shall provide CITY with separate an endorsement evidencing proof of the CITY’s additional insured status as to the general liability insurance policy. In addition, CONTRACTOR shall provide CITY with a Workers Compensation subrogation waiver by way of a separate endorsement. All endorsements referenced above must include the applicable policy number.
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37 For any claims related to this project, the CONTRACTOR’S insurance coverage shall be primary insurance as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the Entity, its officers, officials, employees, or volunteers shall be excess of the CONTRACTOR’S insurance and shall not contribute with it.

CONTRACTOR further agrees that the amount of insurance required may from time to time be adjusted by CITY’s Risk Manager and CONTRACTOR agrees to file a new insurance certificate with CITY ’s City Clerk evidencing the new amounts after a thirty (30) day written notice from CITY’s Risk Manager.

5. INDEMNITY:

6. ARBITRATION:

Any dispute or claim arising or related to this Agreement, its performance, breach, or interpretation (including issues about its validity or enforceability), shall be exclusively, (except as approved below) resolved by final binding arbitration before the #5..
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38 American Arbitration Association (AAA), utilizing its Commercial Arbitration Rules. One Arbitrator shall be selected using AAA procedures. The Arbitrator shall use all reasonable efforts to minimize discovery and to complete the arbitration proceedings as expeditiously as possible. The Arbitrator shall render a written decision within thirty (30) calendar days of the hearing. The Arbitrator will not award attorney’s fees, or punitive, incidental, consequential, treble or other multiple or exemplary damages, and the parties hereby agree to waive and not seek such damages. Either party may seek judicial relief to compel the other party to comply with the provisions of this Section, or injunctive or other equitable relief to protect its intellectual property rights, provided (unless prohibited by applicable law) that the remainder of the dispute or claim is submitted to arbitration. The arbitration shall be held in Modesto California; both parties give their irrevocable consent to jurisdiction of courts of or in the State of California, as well as processes of the AAA in California. Awards shall be final, binding and non-appealable (except on the minimal grounds required under the Federal Arbitration Act or other applicable law). All awards may be filed with one or more courts, state, federal or foreign having jurisdiction over the party against whom such award is rendered or its property, as a basis of judgment and of the issuance of execution for its collection.

7. GOVERNING LAW:

8. COMMENCEMENT AND COMPLETION OF THE WORK:

The work contemplated herein shall be commenced as immediately after receipt of the Notice to Proceed for this contract. The Notice to Proceed shall not be issued until the contract administrator receives and has on file:
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39 Proofs of insurance (approved by Risk Management); and Executed Agreement and all exhibits thereto.

9. TERMINATION OF SERVICES:

Termination by City for Default of Contractor
Should Contractor default in the performance of this Agreement or materially breach any of its provisions, at its option, City may terminate this Agreement by giving written notification to Contractor. The termination date shall be the effective date of the notice. For the purposes of this section, material breach of this Agreement shall include, but not be limited to, any of the following: failure to perform required services or duties, willful destruction of City's property by Contractor, dishonesty or theft.

Termination by City for Convenience
The City may also terminate the Contractor's performance under the Agreement, either in whole or in part, at its own discretion, or when conditions encountered during the Work make it impossible or impracticable to proceed, or when the City is prevented from proceeding with the Agreement by act of God, by law, or by official action of a public authority, or upon a determination by the City that such termination is in the best interest and convenience of the City, or whenever the City is prohibited from completing the Work for any reason. The City shall provide no less than ten (10) calendar day’s written notice of its intent to terminate the Agreement for convenience, and shall endeavor to provide the Contractor with consultation with the City prior to termination.

Post-Termination Procedure
Upon receipt of a written notice of termination pursuant to either of the foregoing paragraphs, the Contractor shall:
a. Cease its work as directed in the notice of termination as of the termination date and see to it that its employees, subcontractors and #5..
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40 agents are notified of such termination and act as specified in the notice of termination;
b. Terminate all orders and Subcontractors except as necessary to complete any portion of the Work that is not terminated; c. If directed in writing by the City to do so, assign all right, title and interest in subcontracts and materials in progress to City, in which case the City will have the right at its discretion to settle, or pay any or all claims arising out of the termination of such subcontractors but in no event shall recovery by any Contractor or subcontractor include lost profits for portions of the Work not completed or undertaken, including materials not delivered; d. Deliver or otherwise make available to the City all data, drawings, specifications, reports, estimates, summaries and such other information and material as may have been accumulated by the Contractor in performing the Work whether completed or in process; e. Settle outstanding liabilities and claims, subject to the approval of City;
f. Complete performance of such part of the Work as has not been terminated;
g. Take such other actions as may be necessary, or as may be directed by the City for the protection and preservation of the Work and/or property related to the Work;
h. If City so requests, and at City's cost, Contractor shall provide sufficient oral or written status reports to make City reasonably aware of the status of Contractor's work on the project. #5..
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41 i. The Contractor understands and agrees that City may, in City's sole discretion, refuse to pay Contractor for that portion of Contractor's services which were performed by Contractor on the project prior to the termination date and which remain
unacceptable and/or not useful to City as of the termination date.

Authorization to Terminate Agreement
Termination of the Agreement may be invoked by the City Manager, or his/her designee, subject to the right of the Contractor to appeal the City Manager, or his/her designee’s, decision to the City Council. The Contractor shall appeal by notifying the City Clerk in writing within ten (10) calendar days of
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42 receipt of written notification from City of termination of the Agreement. In the event that termination of this Agreement is upheld by the City Council, any cessation of payment of delay claims, extended claims, Eichleay claims, or any other claims for delay shall be retroactive to the date of termination selected by the City Manager, or his/her designee.

10. COMPLIANCE WITH ALL LAWS:

11. CONTRACT DOCUMENTS:

The complete contract between the parties hereto consists of this agreement and the following documents which are incorporated herein by this reference:
a. Resolution No. 2022-_______;
b. CONTRACTOR submittal;
c. RFP No. 2122-61 – ORACLE ANALYTICS CLOUD
IMPLEMENTATION;
d. Insurance Certificates,
These documents include important legal requirements, procedures and restrictions and should be reviewed by CONTRACTOR. They are available for review during normal business hours in the Department of Finance, Purchasing Division). All documents specified above are intended to operate so that any work called for in any one and not mentioned in the other, or vice versa, is to be executed the same as if mentioned in all said documents.

12. NOTICES:
#5..
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43 Any notice, payment or instrument required or permitted by this Contract to be given or delivered to either party shall be deemed to have been received when personally delivered, or one calendar week following deposit of the same in any United States Post Office, registered or certified mail, postage prepaid, addressed as follows:

13. SIGNATOR(IES) FOR CONTRACTOR:

The undersigned signator(ies) for CONTRACTOR warrant(s) and represent(s) that he/she/they is/are legally competent to execute the contract and has/have full authority to execute this contract.

14. ASSIGNMENT:

Neither this agreement nor any portion thereof shall be subcontracted or assigned without the written consent of the CITY in each and every instance.

15. WAIVER:

Headings used in the Agreement are for reference purposes only and shall not be considered in construing this Agreement.

17. MISCELLANEOUS:

Time is of the essence in every provision of this contract.

18. ENTIRE AGREEMENT:

No future waiver or exception to any of the terms, conditions, and provisions of this Agreement shall be considered valid unless specifically agreed to in writing by all the parties.

19. PARTIAL INVALIDITY:

CITY OF MODESTO, CONTRACTOR
A municipal corporation
By:__________________________ By:_________________________________ JOSEPH P. LOPEZ, (Signature)
City Manager
By:_________________________________
(Name & Title)
ATTEST: Date:_______________________________
By:_______________ ______ _ By:_________________________________ DIANE NAYARES-PEREZ, CMC (Signature)
City Clerk
By:_________________________________
(SEAL) (Name & Title)

Date:_______________________________
APPROVED AS TO FORM:

JOSE M. SANCHEZ,
City Attorney
By:_________________________________
JOSE M. SANCHEZ,
City Attorney
By:_____________________________
JOE F. RODRIGUEZ, Risk Manager
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©2022 Jade Global All rights reserved
City of Modesto
Revised Plan and Pricing for Oracle Analytics Cloud Implementation RFP No. 2122-61
December 9, 2022
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Response to City’s Questions
01 Revised Project Plan Summary and Schedule
02 Agenda
2022 © Jade Global, Inc. | www.jadeglobal.com 2
03 Revised Pricing for the Initial 2-year Term
04 Updated Contact Information
05 Appendix
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Revised Project Plan Summary and Schedule
2022 © Jade Global, Inc. | www.jadeglobal.com 3
• Based on revised scope, we have
considered 90 reports for conversion.

Therefore, implementation timeline is
optimized to 24 weeks from earlier 26
weeks
• Hypercare support is optimized to 2
weeks from earlier 4 weeks
• The Hypercare period is followed by
support environment creation and
training at no extra cost to the City
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Response to City’s Questions
4 City’s Questions Jade’s Response
The City had enquired if our proposal described
how Jade would create the DWHs for City’s
Legacy DBs (financial and Payroll).

Jade confirms that this requirement was answered in our RFP response. Please refer to Section Assumptions - Implementation In scope Items – Bullet point 2 & 10 (as read together). To reassure, Jade will create data pipeline / ETL for one time milestone load to migrate legacy ERP data to ADW data marts.

The City had inquired on the recommendation
for appropriate OAC license, which meets their
current business needs.

The Professional version of the OAC Software doesn’t have a few key features like Advanced Enterprise Analysis and Dashboards, Enterprise Semantic Modeling, and Email Distribution (analysis, dashboards), etc. However, we can confirm that basic capabilities required to initiate the project are available in Professional version.

Therefore, Jade recommends OAC professional version license for the City, with a caveat to upgrade to Enterprise version as the business needs change.

The City had inquired on the recommendation
of number of environments.

Jade always recommends best practices to its esteemed clients, which in this case is to have two non-production and one production environments.

Considering City’s landscape with single discoverer environment, we can start the project with 1 non-production and 1 production environment, with a caveat that we can repurpose/add more environments as business needs change. 2022 © Jade Global, Inc. | www.jadeglobal.com
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Revised Pricing for the Initial 2-year Term
5 Phase
Original Submission Revised Submission
Duration Fees Duration Fees
Implementation 26 weeks $496,520 24 weeks $408,920
Hypercare 8 weeks (24x7 PT) $56,060 2 weeks (24x7 PT) $20,480 Ongoing Support (Year 1) 18 weeks $45,360 26 weeks $53,820 Year 1 Total Fees 52 weeks $598,460 52 weeks $483,580
Discount Applied - $83,580
Year 1 Discounted Fees 52 weeks $598,460 52 weeks $400,000 Ongoing Support (Year 2) 52 weeks $123,420 52 weeks $123,420 Total Fees for 2-Year Term 104 weeks $728,180 104 weeks $523,420 Revised Pricing Considerations:

1. Expected project start in February 2023

2. Implementation duration reduced from 26 weeks to 24 weeks. Hourly effort reduced from 13,220 hours to 10,300 hours now

3. Hypercare duration reduced from 8 weeks to 2 weeks. Hourly effort reduced from 1100 hours to 400 hours now

4. Reports in scope capped at 90

5. Support for Year 1 (post hypercare) increased from 18 weeks to 26 weeks

6. Above estimated pricing is on a T&M basis

7. T&M Billing will be done every 4 weeks 2022 © Jade Global, Inc. | www.jadeglobal.com #5..
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Updated Contact Information
2022 © Jade Global, Inc. | www.jadeglobal.com 6
Primary Email: [email protected]
Primary Phone: 303-638-5047 (Ashish Rastogi)
Alternate Phone: 479-430-0052 (Soumit Roy)
Executive Sponsor for the City: Harmeet Bhatia – Executive Vice President [email protected] (408-772-3247)
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Confidential
Appendix
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8 Business Area Sub Modules Facts Dim EBS Metrics KPIs Mappings Reports Dashboards GL
Subledger
Approval Management rules and
Workflows
Payables, Receivables
iExpense (Travel, P-card, and
Reimbursement reports)
Cash management
Purchasing and iProcurement
Stores Inventory Transactions and Mobile
Supply chain
Payroll and OTL
Human Resources
Projects Projects & Grants 5 6 5 5 25 15 2
Total 19 30 50 45 100 90 12
2 5 6 15 10 25 20 2
6 3 8 10 10 20 10
Finance 6 10 20 20 30
Procurement
HR
45 2022 © Jade Global, Inc. | www.jadeglobal.com
Revised Scope of Work
#5..
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Confidential
Headquarters
1731 Technology Drive, Suite 350
San Jose, CA 95110
Phone
+1-303-638-5047
Email
[email protected]
Website
www.jadeglobal.com

CITY OF MODESTO

COMMITTEE AGENDA REPORT
DATE OF MEETING:

February 27, 2023
Date: December 12, 2022
TO: Finance Committee
David Wright, Chair
Rosa Escutia-Braaton, Vice Chair
Nick Bavaro, Member

THROUGH: Joseph P. Lopez, City Manager
FROM: DeAnna Christensen, Director of Finance
SUBJECT: First Amendment for the Purchasing Agreement for Slurry Oil CONTACT: Dianne Love, Senior Buyer, [email protected], 209-571-5164 DESCRIPTION:

Consider approving a First Amendment to the Purchasing Agreement with VSS Emultech, Modesto, CA for slurry oil for a revised total amount $5,252,760 over five years and forwarding to Council for approval. (Funding Source: Surface Transportation, Water, Wastewater and Storm Drain Funds)
STRATEGIC PLAN ELEMENT:

This item advances the City of Modesto 2020-2025 Strategic Plan Area: Governance and Service Delivery: “build community trust in City government through responsive, transparent and efficient service delivery”; Goal J: “build a high-performance organization”.

BACKGROUND:

For the last few years, the Public Works Department, Streets Division, Streets Maintenance Unit has been performing slurry sealing as a function of general street maintenance. Since 2016, the City’s Slurry Program has been used by the Streets Maintenance Unit as the City’s primary means of asphalt preservation. Water intrusion is one of the most destructive elements to pavement. Slurry sealing prevents water from entering the base and sub-base, extending the pavement life by three to five years. Slurry sealing completely covers any crack sealing or patching done as prep work in the designated slurry area, preventing more serious pavement failure from occurring. Water intrusion accelerates failure in the pavement by allowing water to erode away the base support of the asphalt surface. Slurry oil is one of the essential components that make up the slurry emulsion along with slurry rock and slurry aluminum. Over the past (7) seven years, the Streets Maintenance Unit has slurry sealed over 833 lane miles of street surface using the aforementioned slurry emulsion. #6..
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Finance Committee, February 27, 2023
First Amendment for the Purchasing Agreement for Slurry Oil

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Finance CommitteeFebruary 27, 2023

Finance Committee
February 27, 2023