Santa Maria City Council
March 19, 2024

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Workday Universal Data Processing Exhibit
Frequently Asked Questions
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Subprocessors
Does Workday use subprocessors?
Workday uses subprocessors to provide the Covered Services. Any subprocessor that Workday engages to process our customers' Personal Data undergoes a thorough information security and data protection due diligence review and agrees to abide by data protection terms no less protective than the DPE.

Which subprocessors is Workday using?
Workday's subprocessor list can be accessed through the Workday website at https://www.workday.com/en- us/legal/subprocessors.html.

How does Workday inform our customers about new subprocessors? Workday will update the subprocessor list at least thirty days prior to authorizing a new subprocessor to process Personal Data. Customers can subscribe to receiving email notifications for each Covered Service by signing up here. Our customers are responsible for ensuring that the individuals in their organization who need to be notified about new subprocessors (e.g., their Privacy Team or Data Protection Officer) subscribe to the relevant Covered Service email updates and monitor their email accounts.

Can customers object to Workday's use of a new subprocessor? Where required by law, Workday's customers can object to Workday's use of a new subprocessor on reasonable grounds relating to data protection. If Workday decides to retain a subprocessor to which a customer has objected, then the customer has the option to terminate the affected Covered Service.

For International Data Transfers
Is Personal Data transferred outside of Europe in connection with Workday enterprise cloud applications? In order to provide its enterprise cloud applications, Workday may use subprocessors (both Workday affiliates and third parties) located outside the European Economic Area ("EEA"), the United Kingdom ("UK") and Switzerland (together, "Europe"). For example, Workday provides 24/7 follow -the -sun support which necessarily means a degree of processing data in multiple time zones. For the purpose of international transfers, Workday Limited (our European headquarters in Ireland) is the "data exporter" under the GDPR and our customers are not transferring personal data outside of Europe.

How does Workday protect Personal Data transferred outside of Europe? Workday uses the following data transfer mechanisms to legitimize transfers of Personal Data outside of Europe to meet its compliance duties:

Adequacy Decisions
The European Commission recognizes certain countries around the world as offering an adequate level of protection for personal data. The UK and Switzerland recognize the same countries. Workday relies on adequacy decisions in relation to transfers of Personal Data to New Zealand, Switzerland or the UK.

Binding Corporate Rules
Workday is one of the few companies worldwide to have an approved set of Processor Binding Corporate Rules (or "BCRs"). BCRs are a set of internal data protection policies that govern personal data processing within a multinational group. Under its BCRs, Workday can share the Personal Data it processes on behalf of its customers within its group in compliance with EU data protection laws. A list of enterprise cloud applications covered by the BCRs is provided in Addendum B of the DPE. The BCRs are accessible on Workday's website at https://www.workday.com/en-us/why-workday/security-trust . htm I. (For information purposes only, this FAQ does not form part of any contract.) Workday Universal Data Processing Exhibit — City of Santa Maria ©2022 Workday (UDPE Global v22.5) Page 2 of 5

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Workday Universal Data Processing Exhibit
Frequently Asked Questions
Standard Contractual Clauses
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Workday offers the European Commission's Standard Contractual Clauses (Commission Implementing Decision 2021/914 of 4 June 2021) ("SCCs"). The new SCCs were introduced in June 2021 to incorporate additional protections for transferred data.

The UK's Information Commissioner Office has validated the European Commission's SCCs as an equal alternative to the UK only international data transfer agreement ("UK IDTA"). This simplifies the position for businesses with UK data. For consistency across our customer base, we implement the SCCs via the ICO's "UK Addendum" as opposed to the UK IDTA within Workday's IGDTPA.

Switzerland has recognized the SCCs as the basis for personal data transfers to a country without an adequate level of data protection, provided that the necessary adaptations and amendments are made for use under Swiss data protection legislation (as set out below).

Does Workday's DPE cover professional services delivered by Workday? Yes, Workday's DPE covers consulting and professional services delivered by Workday.

General Data Protection Regulation
What is the General Data Protection Regulation?
The General Data Protection Regulation (the "EU GDPR") is a European data protection law that took effect on May 25, 2018. The EU GDPR sets a global standard for data protection compliance by implementing strict requirements on how organizations handle and protect personal data. Following Brexit, section 3 of the European Union (Withdrawal) Act 2018 brought the EU GDPR into UK law (the "UK GDPR"). For the purpose of our relationship with our customers, at this time, they do not differ in substance, so we refer to both laws collectively as "GDPR." We are committed to supporting our customers' journey to compliance with the GDPR when they use Workday's enterprise cloud applications.

How does Workday assist our customers in fulfilling their obligations to respond to data subject requests under Chapter III of the GDPR?
Workday offers a suite of configurable features to help customers respond to their workers' requests to access, correct, delete or restrict the processing of their Personal Data and comply with data portability requests under the GDPR.

What technical and organizational measures has Workday implemented to protect Personal Data? Workday has implemented robust technical and organizational measures designed to protect our customers' Personal Data against accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to, Personal Data.

However, data security is a shared responsibility. Our customers are responsible for implementing and maintaining privacy protections and security measures for components of the Workday enterprise cloud applications that they control.

Workday is certified to various industry standards such as ISO 27001, 27017, and 27018. See Workday's SOC 2 reports for more information on our technical and organizational measures.

Furthermore, Workday adheres to the EU Cloud Code of Conduct (EUCoC) which provides independent third -party verification of Workday's technical and organizational measures. According to Article 28 (5) of the EU GDPR, adherence to a Code of Conduct can be used to demonstrate that sufficient guarantees have been made to implement appropriate technical and organizational measures as a data processor. Workday's adherence report can be accessed at https://eucoc.cloud/en/public-register/list-of-adherent-services/ . (For information purposes only, this FAQ does not form part of any contract.) Workday Universal Data Processing Exhibit — City of Santa Maria ©2022 Workday (UDPE Global v22.5)

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Workday Universal Data Processing Exhibit
Frequently Asked Questions
00375627.0 - Confidential
How does Workday assist our customers fulfilling their obligation to notify personal data breaches? Under the GDPR, our customers, as controllers, must notify the competent data protection supervisory authority without undue delay and, where feasible, not later than 72 hours after becoming aware of a personal data breach, unless the breach is unlikely to result in a risk to the rights and freedoms of natural persons.

Workday maintains incident response policies and plans, including a security incident policy, an incident response plan and a breach disclosure plan. If Workday becomes aware of a personal data breach affecting our customers' Personal Data, Workday will notify our customers without undue delay and assist our customers to meet their personal data breach notification obligations by providing the relevant information regarding the personal data breach.

How does Workday assist our customers with the GDPR requirements to conduct data protection impact assessments and prior consultations in relation to their use of a Workday enterprise cloud application? To help identify risks to individuals' rights, Article 35 of the GDPR requires controllers to carry out a Data Protection Impact Assessment ("DPIA") if a specific processing activity is likely to result in a "high risk" to the rights and freedoms of an individual.

Where customers require additional information from Workday to carry out a DPIA in relation to their use of our enterprise cloud applications, they can rely on the information in Workday's application audit reports and certifications. In addition, our customers can request Workday's assistance under our optional, fee -based Customer Audit Program.

Does Workday's DPE meet the GDPR requirements for a data processing agreement? Workday's DPE addresses the specific data processing agreement requirements laid out in Article 28 of the GDPR. The quick reference checklist below identifies each of the specific requirements of Article 28 GDPR and matches them against the relevant sections of Workday's DPE.

GDPR Requirement
Relevant Section in
DPE
M. 28 (3)
Subject -matter and duration of the processing, the nature and purpose of the processing.

Sec. 11.1
Art. 28 (3)
Type of personal data and categories of data subjects.

Sec. 11.1
Art. 28 (3) (a)
Processor processes the personal data only on documented instructions from the controller.

Sec. 2.2
Art. 28 (3) (b)
Persons authorized to process the personal data have committed themselves to confidentiality or are under an appropriate statutory obligation of confidentiality.

Sec. 5
Art. 28 (3) (c)
Processor has taken all measures required pursuant to Article 32 (Security of Processing).

Sec. 7
Art. 28 (3) (d)
Processor respects the conditions referred to in paragraph 2 and 4 for engaging another processor.

Sec. 3
(For information purposes only, this FAQ does not form part of any contract.) Workday Universal Data Processing Exhibit — City of Santa Maria ©2022 Workday (UDPE Global v22.5)

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Workday Universal Data Processing Exhibit
Frequently Asked Questions
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Art. 28 (3) (e)
Processor assists the controller by appropriate technical and organizational measures, insofar as this is possible, for the fulfilment of the controller's obligation to respond to requests for exercising the data subject's rights.

Sec. 4
Art. 28 (3) (f)
Processor assists the controller in ensuring compliance with the obligations pursuant to Articles 32 to 36.

Article 32 (Security of processing)
Sec. 7
Article 33 (Notification of a personal data breach to the supervisory authority)
Article 34 (Communication of a personal data breach to the data subject) Sec. 6
Article 35 (Data protection impact assessment)
Article 36 (Prior consultation)
Sec. 11.2
Art. 28 (3) (g)
Processor will, at the choice of the controller, delete or return all the personal data to the controller after the end of the provision of services.

Sec. 9
Art. 28 (3) (h)
Processor makes available to the controller all information necessary to demonstrate compliance with the obligations laid down in this Article and allow for and contribute to audits, including inspections, conducted by the controller or another auditor mandated by the controller.

Sec. 8
(For information purposes only, this FAQ does not form part of any contract.) Workday Universal Data Processing Exhibit — City of Santa Maria ©2022 Workday (UDPE Global v22.5)

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UNIVERSAL DATA PROCESSING EXHIBIT
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This Universal Data Processing Exhibit is an exhibit to the Agreement between Workday and Customer and sets forth the obligations of the parties regarding the Processing of Personal Data pursuant to such Agreement.

1. Definitions
Unless otherwise defined below, all capitalized terms have the meaning given within the applicable Agreement and/or exhibits thereto.
"Agreement" means the MSA, the Professional Services Agreement, and Order Forms, including any exhibits or attachments applicable to the Covered Service.
"CCPA" means the California Consumer Privacy Act, Cal. Civ. Code § 1798.100 et seq., and its implementing regulations.
"Covered Data" means (i) Customer Data, (ii) Professional Services Data, and (iii) any other electronic data or information submitted by or on behalf of Customer to a Covered Service. "Covered Service" means (i) any Service provided under an Order Form that specifically refers to this DPE, and/or, (ii) any Professional Services.
"Customer Audit Program" means Workday's optional, fee -based customer audit program as described in the Customer Audit Program Order Form for Covered Services. "Data Controller" or "Controller" means the entity which, alone or jointly with others, determines the purposes and means of the Processing of Personal Data.
"DPE" means this Universal Data Processing Exhibit including any appendices, annexures or documents incorporated by reference.
"Data Processor" or "Processor" means the entity which Processes Personal Data on behalf of the Data Controller, including as applicable any "service provider" as that term is defined by the CCPA. "Data Protection Laws" means all data protection laws applicable to the Processing of Personal Data under this DPE, including local, state, national and/or foreign laws, treaties, and/or regulations, including without limitation the GDPR, and implementations of the GDPR into national law, and CCPA, in each case as may be amended or superseded from time to time.
"Data Subject" means the person to whom the Personal Data relates. "Europe" or "European" means the European Economic Area ("EEA"), the United Kingdom ("UK"), and Switzerland. "GDPR" means either or both the (i) General Data Protection Regulation (EU) 2016/679 ("EU GDPR"), and (ii) the EU GDPR as it forms part of UK law by virtue of section 3 of the European Union (Withdrawal) Act 2018 ("UK GDPR") as the context may require.
"Personal Data" means any Covered Data that relates to an identified or identifiable natural person. "Personal Data Breach" means (i) a 'personal data breach' as defined in the GDPR affecting Personal Data, and (ii) any Security Breach affecting Personal Data.
"Processing" or "Process" means any operation or set of operations performed on Personal Data or sets of Personal Data, such as collecting, recording, organizing, structuring, storing, adapting or altering, retrieving, consulting, using, disclosing by transmission, disseminating or otherwise making available, aligning or combining, restricting, erasing or destroying.
"Professional Services" means the professional or consulting services provided to Customer under a Professional Services Agreement.
"Professional Services Agreement" means any agreement between the parties for the provision of consulting or professional services, including but not limited to the following agreements or terms: the Professional Services Workday Universal Data Processing Exhibit — City of Santa Maria ©2022 Workday (UDPE Global v22.5) Page 1 of 11

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Agreement, the Delivery Assurance terms, the Professional Services Addendum, and/or the Consulting and Training Addendum and Amendment.
"Professional Services Data" means electronic data or information that is provided to Workday under a Professional Services Agreement for the purpose of being input into a Service, or Covered Data accessed within or extracted from the Customer's tenant or instance to perform the Professional Services. "Restricted Country" means: (i) where the EU GDPR applies, a country outside of the EEA which is not subject to an adequacy determination by the European Commission; (ii) where the UK GDPR applies, a country outside the UK which is not based on adequacy regulations pursuant to Section 17A of the UK Data Protection Act 2018 as amended or replaced ("UK DPA"); and (iii) where the Swiss Federal Act on Data Protection of June 19, 1992 as amended or replaced ("Swiss FADP") applies, a country outside Switzerland which has not been recognized to provide an adequate level of protection by the Federal Data Protection and Information Commissioner. "Restricted Transfer" means: (i) where the EU GDPR applies, a transfer of Personal Data from the EEA to a Restricted Country; (ii) where the UK GDPR applies, a transfer of Personal Data from the UK to a Restricted Country; and (iii) where the Swiss FADP applies, a transfer of Personal Data from Switzerland to a Restricted Country. "SCCs" means (i) where the EU GDPR applies, the standard contractual clauses annexed to the European Commission's Implementing Decision 2021/914 of 4 June 2021 for the transfer of Personal Data to third countries pursuant to Regulation (EU) 2016/679 of the European Parliament and of the Council ("EU SCCs"); and (ii) where the UK GDPR applies, the "International Data Transfer Addendum to the EU Commission Standard Contractual Clauses" issued by the Information Commissioner under s.119A(1) of the UK DPA ("UK Addendum"). "Subprocessor" means a Workday Affiliate or third -party entity engaged by Workday or a Workday Affiliate as a Data Processor under this DPE.
"Subprocessor List" means the subprocessor list identifying the Subprocessors that are authorized to Process Personal Data, accessible through Workday's website (currently located at https://www.workday.com/en- us/lecial/subprocessors.html).
"Workday BCRs" or "BCRs" means Workday's Processor Binding Corporate Rules. The Workday BCRs are accessible through Workday's website (currently located at https://www.workday.com/en-us/why-workday/security-trust.html) .

2. Processing Personal Data

2.1 Scope and Role of the Parties. This DPE applies to the Processing of Personal Data by Workday to provide the Covered Service. For the purposes of this DPE, Customer is the Data Controller and Workday is the Data Processor, except when Customer acts as a Data Processor of Personal Data, in which case Workday is a subprocessor.

2.2 Instructions for Processing. Workday shall Process Personal Data in accordance with Customer's documented instructions. Customer instructs Workday to Process Personal Data to provide the Covered Service in accordance with the Agreement (including this DPE) and as further specified via Customer's use of the Covered Service. Customer may provide additional instructions to Workday to Process Personal Data, however Workday shall be obligated to perform such additional instructions only if they are consistent with the terms and scope of the Agreement and this DPE. To the extent the CCPA applies to Personal Data, Workday will not (i) Sell Personal Data, nor (ii) retain, use or disclose Personal Data for any purpose other than to provide the Covered Services in accordance with the Agreement. The Term "Sell" shall have the meaning set forth in the CCPA.

2.3 Compliance with Laws. Workday shall comply with all Data Protection Laws applicable to Workday in its role as a Data Processor Processing Personal Data. Customer shall comply with all Data Protection Laws applicable to Customer as a Data Controller and shall obtain all necessary consents, and provide all necessary notifications, to Data Subjects to enable Workday to carry out lawfully the Processing contemplated by this DPE. Customer shall ensure that any instruction it issues to Workday complies with applicable Data Protection Laws. Workday shall inform Customer without undue delay if, in its reasonable opinion, an instruction issued by Customer violates applicable European Data Protection Laws.

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UNIVERSAL DATA PROCESSING EXHIBIT
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3. Subprocessors

3.1 Use of Subprocessors. Customer hereby agrees and provides a general authorization that Workday and Workday Affiliates may engage Subprocessors. Workday or the relevant Workday Affiliate engaging a Subprocessor shall ensure that such Subprocessor has entered into a written agreement that is no less protective than this DPE. Workday shall be liable for the acts and omissions of any Subprocessors to the same extent as if the acts or omissions were performed by Workday.

3.2 Notification of New Subprocessors. Workday shall make available to Customer a Subprocessor List and provide Customer with a mechanism to obtain notice of any updates to the Subprocessor List. At least thirty (30) days prior to authorizing any new Subprocessor to Process Personal Data, Workday shall provide notice to Customer by updating the Subprocessor List.

3.3 Subprocessor Objection Right. This Section 3.3 shall apply only where and to the extent that Customer is established within Europe or where otherwise required by Data Protection Laws applicable to Customer. In such event, if Customer objects on reasonable grounds relating to data protection to Workday's use of a new Subprocessor then Customer shall promptly, and within fourteen (14) days following Workday's notification pursuant to Section 3.2 above, provide written notice of such objection to Workday. Should Workday choose to retain the objected -to Subprocessor, Workday will notify Customer at least fourteen (14) days before authorizing the Subprocessor to Process Personal Data and Customer may terminate the relevant portion(s) of the Covered Service within thirty (30) days. Upon any termination by Customer pursuant to this Section, Workday shall refund Customer any prepaid fees for the terminated portion(s) of the Covered Service that were to be provided after the effective date of termination.

4. Data Subject Rights

4.1 Assistance with Data Subject Requests. Workday will, in a manner consistent with the functionality of the Covered Service and Workday's role as a Data Processor, provide reasonable support to Customer to enable Customer to respond to Data Subject requests to exercise their rights under applicable Data Protection Laws ("Data Subject Requests").

4.2 Handling of Data Subject Requests. For the avoidance of doubt, Customer is responsible for responding to Data Subject Requests. If Workday receives a Data Subject Request or other complaint from a Data Subject regarding the Processing of Personal Data, Workday will promptly forward such request or complaint to Customer, provided the Data Subject has given sufficient information for Workday to identify Customer.

5. Workday Personnel
Workday shall require screening of its personnel who may have access to Personal Data and shall require such personnel (i) to Process Personal Data in accordance with Customer's instructions as set forth in this DPE, (ii) to receive appropriate training on their responsibilities regarding the handling and safeguarding of Personal Data; and (iii) to be subject to confidentiality obligations which survive their termination of employment.

6. Personal Data Breach
If Workday becomes aware of a Personal Data Breach, it shall without undue delay notify Customer in accordance with the Security Breach provisions of the MSA. Workday shall take appropriate measures to address and mitigate the adverse effects of the Personal Data Breach. To the extent Customer requires additional information from Workday to meet its Personal Data Breach notification obligations under applicable Data Protection Laws, Workday shall provide reasonable assistance to provide such information to Customer taking into account the nature of Processing and the information available to Workday.

7. Security of Processing
Workday shall implement and maintain appropriate technical and organizational measures to protect Personal Data against accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to, Personal Data as described in the Universal Security Exhibit.

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UNIVERSAL DATA PROCESSING EXHIBIT

8. Audit
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Customer agrees that, to the extent applicable, Workday's then -current SOC 1 and SOC 2 audit reports (or comparable industry -standard successor reports) and/or Workday's ISO certifications will be used to satisfy any audit or inspection requests by or on behalf of Customer, and Workday shall make such reports available to Customer. If Customer requires additional information, including information necessary to demonstrate compliance with this DPE, or an audit related to the Covered Service, such information and/or audit shall be made available in accordance with Workday's Customer Audit Program.

9. Return and Deletion of Personal Data
Upon termination of the Covered Service, Workday shall return and delete Personal Data in accordance with the relevant provisions of the Agreement.

10. Transfers of European Personal Data

10.1 Transfer Safeguards. The transfer safeguards listed below shall apply to all Restricted Transfers.

10.2 BCRs. For the Covered Services identified in Addendum B, the Workday BCRs apply to the Processing of Personal Data of a Customer or Customer Affiliate established in the EEA. In this event, all provisions of the Workday BCRs are incorporated by this reference and shall be binding and enforceable for Customer according to Section 1.4 of the Workday BCRs as if they were set forth in this DPE in their entirety. If any conflict or inconsistency arises between this DPE and the Workday BCRs, the Workday BCRs shall prevail.

10.3 Processor -to -Processor SCCs. Where Workday is located within Europe, Workday has implemented and complies with the SCCs for any Restricted Transfers of Personal Data from Workday (as "data exporter") to Subprocessors (as "data importers").

10.4 Controller -to -Processor SCCs. Where Workday is located in a Restricted Country, the SCCs will apply to any Restricted Transfers from Customer (as "data exporter") to Workday (as "data importer") as follows:

10.4.1 EU Personal Data. In relation to Personal Data protected by the EU GDPR, the EU SCCs will apply completed as follows:
(i) Module 2 applies unless the Customer is a Processor in which case Module 3 applies; (ii) in Clause 7, the optional docking clause will not apply; (iii) in Clause 9, Option 2 will apply, and the time period for prior notice of subprocessor changes will be in accordance with the notification process set out in Section 3.2 of this DPE; (iv) in Clause 11, the optional redress language will not apply; (v) in Clause 17, Option 1 will apply, and the EU SCCs will be governed by the law specified in the MSA, provided that law is an EEA Member State law recognizing third party beneficiary rights, otherwise, the laws of Ireland apply; (vi) in Clause 18(b), disputes shall be resolved before the courts specified in the MSA, provided these courts are located in an EAA Member State, otherwise those courts shall be the courts of Ireland; (vii) Annex I of the EU SCCs shall be deemed completed with the information set out in Annex I to this DPE; and (viii) Annex II of the EU SCCs shall be deemed completed with the information set out in Annex II to this DPE.

10.4.2 UK Personal Data. In relation to Personal Data protected by the UK GDPR ("UK Personal Data"), the UK Addendum will apply as follows:
(i) the EU SCCs, completed as set out in Section 10.4.1 above, shall also apply to transfers of UK Personal Data; Workday Universal Data Processing Exhibit — City of Santa Maria ©2022 Workday (UDPE Global v22.5) Page 4 of 11

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(ii) the UK Addendum shall be deemed executed (and incorporated by this reference) between the transferring Customer and Workday, and the EU SCCs shall be deemed amended as specified by Part 2 (Mandatory Clauses) of the UK Addendum in respect of the transfer of UK Personal Data; (iii) Tables 1 to 3 of the UK Addendum shall be deemed completed with relevant information from within this DPE and the EU SCCs, completed as set out in Section 10.4.1 above;
(iv) the start date of the UK Addendum (as set out in Table 1) shall be the effective date of this DPE; and (v) Table 4 of the UK Addendum shall be deemed completed "neither party".

10.4.3 Swiss Personal Data. In relation to Personal Data protected by the Swiss FADP, the EU SCCs will apply amended and adapted as follows:
(i) the Swiss Federal Data Protection and Information Commissioner is the exclusive supervisory authority; (ii) the term "member state" must not be interpreted in such a way as to exclude Data Subjects in Switzerland from the possibility of suing for their rights in their place of habitual residence (Switzerland) in accordance with Clause 18; and (iii) references to the GDPR in the EU SCCs shall also include the reference to the equivalent provisions of the Swiss FADP.

10.4.4 Clarifications. The SCCs will be subject to the following clarifications:
(i) Workday will allow Customer to conduct audits as described in the SCCs in accordance with Section 8 of this DPE. (ii) Customer consents to Workday appointing Subprocessors in accordance with Section 3 of this DPE, and Customer may exercise its right to object to Subprocessors under the SCCs in the manner set out in Section 3. (iii) Workday shall return and delete Customer's data in accordance with Section 9 of this DPE. (iv) Customer agrees that any assistance that Workday provides to Customer under the SCCs shall be provided through the Customer Audit Program.
(v) Nothing in this Section 10.4 of this DPE varies or modifies the SCCs nor affects any supervisory authority's or Data Subject's rights under the SCCs. If any provision of this DPE contradicts, directly or indirectly, the SCCs, the SCCs shall prevail.

11. Additional European Terms

11.1 Description of Processing. The agreed subject -matter, the nature, purpose and duration of data processing, the types of Personal Data and categories of Data Subjects are set forth in Addendum A to this DPE.

11.2 Data Protection Impact Assessments ("DPIA(s)") and Prior Consultations. Customer agrees that, to the extent applicable, Workday's then -current SOC 1 and SOC 2 audit reports (or comparable industry -standard successor reports) and/or Workday's ISO certifications will be used to carry out Customer's DPIAs and prior consultations, and Workday shall make such reports available to Customer. To the extent Customer requires additional assistance to meet its obligations under GDPR Article 35 and 36 to carry out a DPIA and prior consultation with the competent supervisory authority related to Customer's use of the Covered Service, Workday will, taking into account the nature of Processing and the information available to Workday, provide such assistance to Customer through the Customer Audit Program.

12. General Provisions

12.1 Customer Affiliates. Customer is responsible for coordinating all communication with Workday on behalf of its Affiliates with regard to this DPE. Customer represents that it is authorized to enter into this DPE and any SCCs entered into under this DPE, issue instructions, and make and receive any communications or notifications in relation to this DPE on behalf of its Affiliates.

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12.2 Termination. The term of this DPE will end simultaneously and automatically at the later of (i) the termination of the Agreement or, (ii) when all Personal Data is deleted from Workday's systems.

12.3 Conflict. This DPE is subject to the non -conflicting terms of the Agreement. With regard to the subject matter of this DPE, if inconsistencies between the provisions of this DPE and the Agreement arise, the provisions of this DPE shall prevail with regard to the parties' data protection obligations.

12.4 Customer Affiliate Enforcement. Customer's Affiliates may enforce the terms of this DPE directly against Workday, subject to the following provisions:
i. Customer will bring any legal action, suit, claim or proceeding which that Affiliate would otherwise have if it were a party to the Agreement (each an "Affiliate Claim") directly against Workday on behalf of such Affiliate, except where the Data Protection Laws to which the relevant Affiliate is subject require that the Affiliate itself bring or be party to such Affiliate Claim; and ii. for the purpose of any Affiliate Claim brought directly against Workday by Customer on behalf of such Affiliate in accordance with this Section, any losses suffered by the relevant Affiliate may be deemed to be losses suffered by Customer.

12.5 Remedies. Customer's remedies (including those of its Affiliates) with respect to any breach by Workday, its Affiliates and Subprocessors of the applicable terms of this DPE, and the overall aggregate liability of Workday and its Affiliates arising out of, or in connection with the Agreement (including this DPE) will be subject to any aggregate limitation of liability that has been agreed between the parties under the Agreement.

12.6 Miscellaneous. The section headings contained in this DPE are for reference purposes only and shall not in any way affect the meaning or interpretation of this DPE.

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ADDENDUM A
Description of Processing

ANNEX I
A. LIST OF PARTIES
Data exporter
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Data exporter: Customer
Contact details: The individuals designated as named contacts by Customer in Customer's account Relevant activities: Use of Workday's enterprise cloud applications.

Signature and Date: By entering into the Agreement, data exporter is deemed to have signed these SCCs incorporated herein as of the effective date of the Agreement.

Data exporter role: The data exporter's role is set forth in the DPE.

Data importer
Data importer: Workday
Contact details: Workday Privacy Team [email protected] Relevant activities: Provide and support enterprise cloud applications, including human resource and financial management.

Signature and Date: By entering into the Agreement, data importer is deemed to have signed these SCCs incorporated herein as of the effective date of the Agreement.

Data importer role: Processor
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B. DESCRIPTION OF TRANSFER
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Categories of data subjects whose personal data is transferred

1. Customer's job applicants, candidates, current and former employees and other workers, as well as related persons.

2. Employees or contact persons of Customer's prospects, customers, business partners and suppliers.

Categories of personal data transferred
Customer determines the categories of personal data processed within Covered Services subscribed to. Typically, the transferred personal data will include the categories of data identified below:

1. Applicants, employees and other workers: Name; contact information (including home and work address; home and work telephone numbers; mobile telephone numbers; web address; instant messenger; home and work email address); marital status; citizenship information; visa information; national and governmental identification information; drivers' license information; passport information; banking details; military service information; date of birth and birth place; gender; employee identification information; education, language(s) and special competencies; certification information; probation period and employment duration information; job or position title; business title; job type or code; business site; company, supervisory, cost center and region affiliation; work schedule and status (full-time or part-time, regular or temporary); compensation and related information (including pay type and information regarding raises and salary adjustments); payroll information; allowance, bonus, commission and stock plan information; leave of absence information; employment history; work experience information; information on internal project appointments; accomplishment information; training and development information; award information; membership information.

2. Related persons: Name and contact information of dependents or beneficiaries (including home address; home and work telephone numbers; mobile telephone numbers); date of birth; gender; emergency contacts; beneficiary information; dependent information.

3. Prospects, customers, business partners and suppliers: Name and contact information (including work address; work telephone numbers; mobile telephone numbers; web address; instant messenger; work email address); business title; company.

4. Learners: Name and contact information (including work address; work telephone numbers; mobile telephone numbers; instant messenger; work email address); business title; company; enrollment information, including completion of courses, exam results and feedback provided.

Sensitive data transferred (if applicable) and applied restrictions or safeguards that fully take into consideration the nature of the data and the risks involved, such as for instance strict purpose limitation, access restrictions (including access only for staff having followed specialized training), keeping a record of access to the data, restrictions for onward transfers or additional security measures.

Unless otherwise agreed, the transferred Personal Data may comprise special categories of personal data, such as ethnicity, religious beliefs, trade union membership information and health data (employee sick leave, disability information). Taking into consideration the nature of the data and the risk of varying likelihood and severity for the rights and freedoms of natural persons, Workday has implemented the technical and organizational measures as described in Annex 11, including specialized training of staff and system access logs, to ensure an appropriate level of protection for such sensitive data.

Frequency of the transfer (e.g. whether the data is transferred on a one-off or continuous basis) Transfers will be made on a continuous basis.

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Nature of the processing
Workday acts as a processor for the Personal Data Customer submits electronically into Workday's enterprise cloud applications or provides to Workday in connection with a Professional Services engagement.

1. Processing Personal Data to set up, operate, maintain and support the enterprise cloud applications

2. Storage of Personal Data in secure data centers

3. Provision of Professional Services
Purpose(s) of the data transfer and further processing
Provide and support enterprise cloud applications, including human resource and financial management.

The period for which the personal data will be retained, or, if that is not possible, the criteria used to determine that period
Personal data will be retained for the duration of the Agreement in accordance with DPE Section 12.2t.

For transfers to (sub-) processors, also specify subject matter, nature and duration of the processing The subject matter and duration of the processing is outlined above within this Annex. The nature of the specific sub - processing services are further particularized within the Subprocessor List (currently located at:
https://www.workday.com/en-us/legal/subprocessors.html) .

C. COMPETENT SUPERVISORY AUTHORITY
Identify the competent supervisory authority/ies in accordance with Clause 13 The competent supervisory authority determined in accordance with Clause 13 of the EU SCCs unless required otherwise by DPE Sections 10.4.2 (UK Personal Data) and 10.4.3 (Swiss Personal Data).

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ANNEX II
Technical and Organizational Measures
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The technical and organizational measures set forth in the Security Exhibit have been implemented by the data importer to ensure an appropriate level of security, taking into account the nature, scope, context and purpose of the processing, and the risks for the rights and freedoms of natural persons.

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ADDENDUM B
BCR Covered Services
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Covered Service
Applicable SKU Names

HCM/FIN/ANALYTICS
Human Capital Management, Cloud Connect for Benefits, Workday Payroll, Cloud Connect for Third Party Payroll, Time Tracking, Recruiting, Learning (excluding Media Cloud), Learning for Extended Enterprise, Core Financials, Expenses, Procurement, Inventory, Grants Management, Projects, Projects Billing, Workday Prism Analytics and Student
Workday Adaptive Planning
Workday Adaptive Planning SKUs, such as Planning & Analytics, Workforce Planning, Financial Planning, Sales Planning, Operational Planning, however defined in the applicable order form.

Workday Extend
Workday Cloud Platform
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This Workday Universal Security Exhibit applies to the Covered Service and Covered Data. Capitalized terms used herein have the meanings given in the Agreement, including attached exhibits, that refers to this Workday Universal Security Exhibit.

Workday maintains a comprehensive, written information security program that contains administrative, technical, and physical safeguards that, taking into account the state of the art, the costs of implementation and the nature, scope, context and purposes of processing of Covered Data as well as the associated risks, are appropriate to (a) the type of information that Workday will store as Covered Data; and (b) the need for security and confidentiality of such information. Workday's security program is designed to:
• Protect the confidentiality, integrity, and availability of Covered Data in Workday's possession or control or to which Workday has access;
• Protect against any anticipated threats or hazards to the confidentiality, integrity, and availability of Covered Data; • Protect against unauthorized or unlawful access, use, disclosure, alteration, or destruction of Covered Data; • Protect against accidental loss or destruction of, or damage to, Covered Data; and • Safeguard information as set forth in any local, state or federal regulations by which Workday may be regulated.

Without limiting the generality of the foregoing, Workday's security program includes:

1. Security Awareness and Training. Mandatory employee security awareness and training programs, which include:
a) Training on how to implement and comply with its information security program; and b) Promoting a culture of security awareness.

2. Access Controls. Policies, procedures, and logical controls:
a) To limit access to its information systems and the facility or facilities in which they are housed to properly authorized persons;
b) To prevent those workforce members and others who should not have access from obtaining access; and c) To remove access in a timely basis in the event of a change in job responsibilities or job status.

3. Physical and Environmental Security. Controls that provide reasonable assurance that access to physical servers at the data centers housing Covered Data is limited to properly authorized individuals and that environmental controls are established to detect, prevent and control destruction due to environmental extremes.

4. Security Incident Procedures. A security incident response plan that includes procedures to be followed in the event of any security breach of any application or system directly associated with the accessing, processing, storage or transmission of Covered Data.

5. Contingency Planning. Policies and procedures for responding to an emergency or other occurrence (for example, fire, vandalism, system failure, pandemic flu, and natural disaster) that could damage Covered Data or production systems that contain Covered Data.

6. Audit Controls. Technical or procedural mechanisms put in place to promote efficient and effective operations, as well as compliance with policies.

7. Data Integrity. Policies and procedures to ensure the confidentiality, integrity, and availability of Covered Data and to protect it from disclosure, improper alteration, or destruction.

8. Storage and Transmission Security. Security measures to guard against unauthorized access to Covered Data that is being transmitted over a public electronic communications network or stored electronically. ©2019 Workday 19.5 Page 1 of 2

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9. Secure Disposal. Policies and procedures regarding the secure disposal of tangible property containing Covered Data, taking into account available technology so that such data cannot be practicably read or reconstructed.

10. Assigned Security Responsibility. Assigning responsibility for the development, implementation, and maintenance of its information security program, including:
a) Designating a security official with overall responsibility; and b) Defining security roles and responsibilities for individuals with security responsibilities.

11. Testing. Regularly testing the key controls, systems and procedures of its information security program to validate that they are properly implemented and effective in addressing the threats and risks identified.

12. Monitoring. Network and systems monitoring, including error logs on servers, disks and security events for any potential problems. Such monitoring includes:
a) Reviewing changes affecting systems handling authentication, authorization, and auditing; b) Reviewing privileged access to Workday production systems processing Covered Data; and c) Engaging third parties to perform network vulnerability assessments and penetration testing on a regular basis.

13. Change and Configuration Management. Maintaining policies and procedures for managing changes Workday makes to production systems, applications, and databases processing Covered Data. Such policies and procedures include:
a) A process for documenting, testing and approving the patching and maintenance of the Covered Service; b) A security patching process that requires patching systems in a timely manner based on a risk analysis; and c) A process for Workday to utilize a third party to conduct web application level security assessments. These assessments generally include testing, where applicable, for:
i) Cross -site request forgery
ii) Services scanning
iii) Improper input handling (e.g. cross -site scripting, SQL injection, XML injection, cross -site flashing) iv) XML and SOAP attacks
v) Weak session management
vi) Data validation flaws and data model constraint inconsistencies vii) Insufficient authentication
viii)Insufficient authorization

14. Program Adjustments. Workday monitors, evaluates, and adjusts, as appropriate, the security program in light of:
a) Any relevant changes in technology and any internal or external threats to Workday or the Covered Data; b) Security and data privacy regulations applicable to Workday; and c) Workday's own changing business arrangements, such as mergers and acquisitions, alliances and joint ventures, outsourcing arrangements, and changes to information systems. ©2019 Workday 19.5 Page 2 of 2

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Frequently Asked Questions about the Workday Contract Documents Thank you for reviewing Workday's contract documents! We recognize that sometimes attorneys and contract professionals are asked to review an agreement without a good picture of what is being purchased and how it works. We hope to provide an explanation of Workday's products and methodologies through this FAQ and that it will prove useful as you review the Workday documents. This FAQ does not form part of the contract and will be deleted in the next version of the contract documents you receive. In addition to this FAQ, the attached Agreement has comments embedded throughout the Agreement to highlight some areas where we may need to tailor the Agreement to better fit your organization. You do not need to delete these highlighted comments, as Workday will remove them automatically in the next version.

1. What is my organization purchasing from Workday?
Workday provides fully functional enterprise cloud applications through the web using a genuine one -to -many cloud delivery model. Workday updates the Service and backs up the data. All customers are on the same version of Workday's applications so that all customers on a specific application are on the same release using the same operational infrastructure and the same security and support operations. Workday's Service is highly configurable by each customer; however, the Service is not customizable.

2. How is Workday's Service different from installed, on premise software? Workday's cloud -based, mobile -first applications operate on a true one -to -many business model. Some cloud providers are essentially an outsourced hosting provider, serving a customized version of another company's software or of their own installed and customized software, which leads to burdensome upgrades and may result in associated maintenance fees. Workday's one -to -many business model allows for a more cost-effective delivery of solutions by keeping all customers on the same release at all times. Workday customers avoid costly and disruptive upgrades; and Workday handles the upgrade process during its normal support windows.

3. How does Workday protect the data?
Workday's development methodology includes Privacy by Design. Protecting the security and privacy of our customers' data is a top priority for Workday. Workday maintains a comprehensive security program that takes into account the nature and purposes of the Service, the legal and regulatory environment, and our customers' need for security and confidentiality. Workday monitors, evaluates, and adjusts this security program in light of changing technology and the changing legal and business environments in which it operates. More details are described below and in Question 4.

Data Security:
• Controls: Workday's security program uses controls described in Workday's Universal Security Exhibit as documented in Workday's most recent third -party SOC Reports. Because our SOC reports are SOC Type 11 audits, independent auditors attest to the operating effectiveness of our security controls. Through our SOC reports, Workday provides customers with objective evidence that Workday is maintaining its security controls as claimed, by verifying the results of the audited testing of controls as they are recorded in the audit reports.

Workday makes our SOC reports available to our customers, providing independent verification of and visibility into the security controls protecting their data. Workday provides additional protection in Section 5 of the Agreement in which Workday contractually commits that our security controls will not be materially decreased during the term of the Agreement.
• Background Screening: Workday performs background checks on employees who will interact with Customer Data. Our SOC reports list the tests we perform and confirm that Workday has indeed performed them. • Employee Training: Workday is proud of our employee training. Workday's Universal Security Exhibit requires, and the SOC report confirms the types of training Workday provides our personnel.

Data Privacy:
• Universal Data Processing Exhibit: The Agreement includes an exhibit that details the terms and conditions applicable to Workday's processing of Personal Data, which makes up a part of our Customer Data. This Universal Data Processing Exhibit provides our customers with contractual protections relating to Workday's practices, as well as our compliance with data protection laws applicable to Workday as a data processor.

Compliance:
• Compliance with Laws: In Section 6 of the Agreement, Workday warrants that it will comply with all Laws applicable to its performance of the Agreement.

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Depending upon which Workday Services a customer selects, the Workday's Service may store human resources data, financial information, or student data. Workday regards all Customer Data as confidential and does not distinguish differences in its treatment of personally identifiable information or other Customer Data, holding all to equally high standards. Customer Data are encrypted in the database within the secured data centers. Workday does not access or use Customer Data for any purpose unrelated to delivering, supporting, improving and maintaining the Cloud services without a separate agreement pertaining to any additional use. In this manner, customers remain in control of their data and are responsible for determining appropriate data access and use for the parties they authorize.

Because Workday runs the Workday Service for all customers on the basis of a single customer experience with a standard approach to security, production support, service availability, and data privacy, we provide all customers with the same level of protection. Workday's ability to provide a consistently high level of service relies on the standardization of our processes, including security and data privacy methodologies. The details of Workday's controls are always available to customers through the Universal Security Exhibit, Service Level Agreement, Universal Data Processing Exhibit, and the SOC audit reports. These controls are all incorporated as obligations in the Agreement, with a warranty that Workday will never materially decrease these obligations. For this reason, Workday does not agree to individual customer security policies or data definitions as this is not practical in light of Workday's business model, nor desirable in a multi -tenant delivery model.

4. Why can't my security and privacy exhibits be joined to the contract? As a true cloud provider, Workday operates a multi -tenanted platform where all customers share a platform and single version of the application with logical segregation of data between customers. All of our security controls are designed from the ground up for a native cloud environment, and a consistent set of security controls is applied to our Services, including all environments where data from our customers is present. This means, however, that we cannot contractually commit to individual customers' security or privacy standards, polices, or definitions without breaking our business model.

Workday maintains a formal and comprehensive security program designed to ensure the accessibility, confidentiality, and integrity of Customer Data, and protect against security threats and data breaches, while preventing unauthorized access. These controls form part of our business model and enable Workday to meet our SLA commitments around Service Availability, recovery time objective, recovery point objective, and security while also enabling Workday to continually enhance and develop our security and privacy programs to the benefit of all customers. The specifics of Workday's security program are detailed in our Universal Security Exhibit, our third -party security audits, and through Workday's international certifications. Workday commits to never materially decrease the protections provided by our then current audit reports and the Exhibits to the Agreement, and the Documentation. In addition, our privacy controls are described in our Universal Data Processing Exhibit, so customers have contractual commitments detailing how Workday complies with data protections laws applicable to Workday in our role as a data processor.

5. How do we get our data back when the relationship ends? Customers always own their data throughout the course of the relationship. (See Section 3 of the Agreement, "Proprietary Rights"). Customers can download copies of their data stored in the Workday Service at any time during the Term.

Workday has a standard process for a final data download upon termination of relationship, which can also be found in the Agreement (see Section 9 for the sub -section entitled "Retrieval of Customer Data").

6. Does Workday offer an SLA?
Yes, Workday has a service level agreement, so customers always know Workday's commitments regarding service levels. The success of Workday's cloud delivery business model is predicated upon the efficiency of multi -tenant infrastructure. Since Workday has the same operational business model for our entire customer base, the SLA cannot be modified by any individual customer. Workday provides service credits in the event of certain SLA failures that can be found in the SLA Credit provision of the Agreement (see Section 10.11 for the sub -section entitled "Workday SLA Service Credits").

7. Does Workday provide protection against fraud in the selection process? Yes. Workday addresses concerns about procurement fraud a little differently from what some customers may be used to, but still offers robust protection against fraud during the selection process.

Workday does not attach the RFP or proposal to its agreements, as this methodology isn't consistent with Workday's one to many business model. Workday's Service is highly configurable but not customizable. Additionally, Workday provides numerous updates that increase functionality and can provide stronger security and other protections over time.

Therefore, it is quite likely that the Service has improved between the time a prospective customer issues an RFP, Main Subscription Agreement - City of Santa Maria
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vendors respond, the customer reviews and awards, and the parties begin negotiations. Workday's frequent release schedule means that any proposal describing features and functionality is a snapshot in time which becomes outdated in part by the next release. Although the configuration/deployment process is shorter with Workday's Service than with typical installed software equivalents, there are likely to be multiple additional updates by the time the Workday Service goes live, making the proposal substantially out of sync with what is actually being delivered.

Instead of warranting to functional specifications in the RFP or attaching RFP responses to the contract, Workday provides an ongoing warranty to the Workday Documentation (which is the administrative guide for the Service) that persists for the lifetime of the subscription. Workday's Documentation is online and available to customers as part of the Workday Service. This means that instead of warranting for a finite period, Workday will be warranting that as long as a customer subscribes to the Workday Service, it will materially conform to its then -current Documentation. Additionally, Workday warrants that changes to the Workday Service will not materially decrease functionality of the Workday Service.

Accordingly, customers receive a long-term warranty that functionality will not materially degrade despite changes in delivery technology. Furthermore, Workday does not limit its direct liability for fraud, so our customers have a strong protection against any kind of fraud in the procurement process. We believe that these protections offer a much stronger protection than what has typically been provided for commercial software. When vendors attach RFPs and proposals to contracts, they usually do so in a way which provides a warranty that is either only for the version of the software that was current when the proposal was written, or only for a very limited time (1-2 years), so it would often expire before the customer was using the solution in production.

8. What is Workday's pricing methodology?
Workday's business model is structured on a multi -year subscription with a pricing model based on the number of workers, other size metrics, and, for some services, usage. During the contractually agreed upon term, the subscription fee may not be reduced. Thus, Workday cannot accommodate a customer's request to decrease their payments to Workday based upon a reduction in customer's employee count or applicable usage regardless of the reason for such reduction (customer downsizing, customer acquired by another entity, etc.).

9. Does Workday offer a termination for convenience?
Workday does not agree with the concept of "termination for convenience." A fundamental element of Workday's business model is that the parties enter into a multi -year agreement to which both parties are committed during the specified term.

The only exception is where there is a statutory mandate requiring such a right, and it will impact Workday's flexibility when it comes to pricing structure. Workday will, however, provide certain public sector customers with a right to terminate under certain conditions should the customer's funding cease despite the customer's good faith efforts.

10. Does Workday offer an acceptance test period?
Workday's cloud -based business delivery model is fundamentally different than other business delivery models. Since Workday runs the Service for all customers in the same manner, the viability of the Service has already been demonstrated by the existing customers who run their businesses on the same Service. Thus, the concept of an acceptance test is obsolete and does not exist in Workday's business model. The Statement of Work for the Workday deployment however, which is between customers and their deployment services provider, typically includes deployment "gating" functions that are similar to a milestone acceptance test for the deployment. It is not the Workday Service that is being accepted, but the configuration or other deployment activity.

11. Will Workday permit customers to audit Workday?
To maintain the security of Workday's Service and facilities, Workday prefers not to host operational audits. Financial audits to confirm that invoices are correct are possible, but generally unnecessary for Services where pricing is based on a subscription level rather than usage. Rather than incur the operational disruption caused by thousands of customers conducting operational audits, Workday provides customers with objective evidence that Workday is maintaining its security controls through its engagement of independent third parties to produce SOC audit reports. If a customer desires to conduct its own operational audit, Workday has an audit program that a customer may elect to participate in for a fee.

12. Does Workday offer unlimited liability or a broad indemnification for all harm arising from the contract? Workday does not offer unlimited liability in most situations, nor does it agree to a broad indemnification clause.

Workday's C -level management team has never viewed the Workday business proposition as including an outsourcing of risk, nor does Workday act as an insurer. Workday, however, does recognize that damages arising from certain situations should be unlimited and understands that our customers are concerned about the protection of their data and the remedies available in the event of a security breach. We believe that Workday's approach is unique in the industry Main Subscription Agreement - City of Santa Maria
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because it covers the primary costs associated with a breach of Personal Data and consequently provides an exceptionally high level of protection for our customers. • Specified remediation costs for certain types of security breach outside Limitation of Liability: In Section

8.4 of the Agreement, Workday has agreed to pay certain remediation costs. These listed costs are not subject to any limitation of liability. Specifically, in the event that any unauthorized access to or acquisition of Personal Data is caused by Workday's breach of its security and/or privacy obligations under the Agreement, Workday will pay the reasonable and documented costs incurred by customers in connection with the following items: (a) costs of any required forensic investigation to determine the cause of the breach, (b) providing notification of the security breach to applicable government and relevant industry self -regulatory agencies, to the media (if required by applicable Law) and to individuals whose Personal Data may have been accessed or acquired, (c) providing credit monitoring service to individuals whose Personal Data may have been accessed or acquired for a period of one year after the date on which such individuals were notified of the unauthorized access or acquisition for such individuals who elected such credit monitoring service, and (d) operating a call center to respond to questions from individuals whose Personal Data may have been accessed or acquired for a period of one year after the date on which such individuals were notified of the unauthorized access or acquisition. The four items specified above are the only items associated with a data security breach that are outside limitation of liability and Workday will not consider adding any other items to the remediation costs which are outside the limitation of liability. • Indemnified claims and direct damages arising out of "bad acts" are not subject to limitation: Workday includes several standard carveouts from its general limitation of liability, including its intellectual property indemnification obligation and damages arising from deliberate wrongdoing, gross negligence, and fraud.

Workday will not consider adding simple negligence to these carve outs because we do not act like an insurer. • Other damages / breaches are subject to Limitation of Liability: A fundamental principle of Workday's business model is that any other damages and any other breaches of the Agreement are subject to a limitation of liability (see Section 8 of the Agreement).
• To reduce uncertainty, Workday characterizes certain damages as direct. Government fines and third -party claims arising from a party's breach are considered direct damages but are not indemnified or unlimited (unless one of the "bad acts" carve outs applies).

13. How is the Workday Service priced?
The Order Form for the subscription to the Service has the pricing, generally based on full time equivalent employees as the pricing metric. Workday requires an initial minimum three-year subscription term and does not agree to termination for convenience clauses unless there is a statutory mandate for such clauses. The subscription term starts upon Order Form execution. Immediately after Order Form execution, Workday creates the customer -specific tenant, which is used throughout the deployment phase. Order Forms for training also start their term upon execution; the training products are used throughout the deployment and the classroom training credits are typically used very early in the deployment project because they are for project team training, not end -user training. Customers and their deployment services vendor create end -user training using the Adoption Kits.

14. What are the Contract Documents?
• Main Subscription Agreement ("Agreement"): General business and legal terms for all Workday Services. • Order Forms: Incorporate the terms of the Main Subscription Agreement and describe a specific Service subscription, training product subscription, or a defined consulting subscription. The Main Subscription Agreement is not designed for deployment engagements, which are handled under a Professional Services Agreement. Some Workday offerings are not part of the core Workday Service and additional terms for those offerings are attached to the applicable Order Form.
• Workday Universal Security Exhibit This sets forth the minimum -security controls and procedures that Workday agrees to follow. Given the fact that the Workday Service is operated on a single code line through a shared environment and infrastructure, the security controls used by Workday apply to all customers. This document is available at https://www.workday.com/en-us/legal/contract-terms-and-conditions/index.html and Workday does not modify its shared environment, infrastructure, or security controls for individual customers.
• Workday Production Support and Service Level Availability Policy ("SLA"): Contains terms applicable to all Workday customers regarding production support and uptime commitments. This document is available at https://www.workday.com/en-us/legal/contract-terms-and-conditions/indexlexhibits.html and Workday does not modify its support infrastructure or commitments for individual customers.

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• Workday Universal Data Processing Exhibit. Incorporates additional terms required by data protection laws.

This document is available at https://www.workday.com/en-us/legal/contract-terms-and- conditions/index.html and Workday does not modify its shared environment, infrastructure, security or privacy controls for individual customers.
• Professional Services Agreement ("PSA"): Used only if a customer is purchasing the deployment services directly from Workday. Has general business and legal terms related to the delivery of consulting services. If your organization is purchasing deployment services directly from Workday, most of our customers have found it most efficient to wait until we have completed negotiations over the Agreement to begin on the PSA; in fact, we have a short -form PSA which works for the vast majority of our customers because it leverages the business/legal issues in the Agreement which are the same across both types of services. Where a customer's Agreement has been highly negotiated and the short -form PSA will not work, we still find it efficient to negotiate the PSA after the Agreement and begin negotiations on the PSA by importing many of the agreed -upon changes from the Agreement. The ownership, warranty and warranty remedies, IP infringement remedies, limitation of liability, and termination rights are different in the PSA due to the different nature of the services and will not be imported word for word.
• Delivery Assurance Order Form: Used only if a customer is purchasing the deployment services from a Workday Partner (no PSA or SOW required). Maps out specific check points in the deployment process where Workday verifies the Partner deployment process is proceeding in accordance with Workday guidelines and requirements.
• Statement(s) of Work: Incorporate the terms of the PSA and describe a specific consulting engagement, generally for deployment of Workday's Services.

A quick word about redlining.

Workday has provided certain contract documents in Word and others in PDF format. The PDF format documents are ones that represent Workday's one -to -many model infrastructure and operational policies and procedures and are not modified for individual customers, either in the document or indirectly through modification in other documents. Word documents are provided in a format that allows redlined changes but does not allow customers to accept those changes.

Workday tracks all changes carefully in order to have a complete record of the negotiation. You can modify comments, so one effective way to solicit internal contributions without having Workday "see" them is to have one official "scribe" who makes redlined changes and ask all other reviewers to just use the comments feature in Word, which the Scribe can remove or edit before returning to Workday. Workday can generate redlines showing changes from any two specified versions upon request. We also ask that you not strip our locking off and send us a document that has been generated without the metadata from our document management system included; such documents are not capable of the automated comparisons that our document management system can generate and importing, comparing, and verifying such documents is a labor intensive project that will delay negotiations and final signatures, which may affect any time based pricing incentives provided by Workday.

The comments that are embedded throughout the initial draft of the Agreement can be removed by Workday using automated features within Word, so there is no need for you to redline through them.

Workday's Signature Process
Workday uses Adobe Sign, an electronic signature tool which allows parties to sign electronically. Use of this process is strongly preferred by Workday, as it ensures the document was not altered, the document is confidential, and both Workday and the customer can track where the document is in the signature process. Many of Workday's activation processes are triggered based on the electronic signature. It is Workday's policy that the customer signs first. Use of wet signatures, or requests that Workday sign first may delay final signatures, which may affect time -based pricing incentives provided by Workday.

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MAIN SUBSCRIPTION AGREEMENT
Documents
Agreement Number
Main Subscription Agreement (v22.8)
Agreement #: 00375627.0
Subscription Order Form
Order Form #:

Training Order Form
Order Form #:
*Subscription Order Form — Innovation Services — No Fee Order Form #:
*Delivery Assurance
Order Form #:
*Professional Services Agreement (v19.5)
PSA #:
*Statement of Work
Statement of Work #:
*Add related agreement number if applicable.

By executing this document ("Signature Document"), the undersigned agree they are duly authorized signatories and all documents listed in the above table are entered into between the parties, effective as of the later of the dates beneath the parties' signatures below ("Effective Date"). References to Signature Document and Effective Date in the Main Subscription Agreement shall mean those terms as defined in the preceding sentence.

City of Santa Maria
110 E Cook St
Santa Maria, California 93454
United States
Workday, Inc.
6110 Stoneridge Mall Road
Pleasanton, CA 94588
Signature
Signature
Name
Name
Title
Title
Date Signed
Date Signed
Approved as to Legal Form by:

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This Main Subscription Agreement, effective as of the Effective Date set out in the Signature Document, is by and between Workday, Inc. ("Workday") a Delaware corporation with offices at 6110 Stoneridge Mall Road, Pleasanton, CA 94588 and City of Santa Maria [COMMENT: Please confirm that this is your organization's full and correct name.]("Customer"), with offices at 110 E Cook St, Santa Maria, California 93454, United States. Whereas Workday provides a subscription Service to which Customer intends to subscribe, this Agreement establishes the business relationship and allocation of responsibilities regarding the Service and the parties therefore agree as follows:

1. Provision of Service.

1.1 Workday Obligations. During the Term, Workday shall: (i) make the Service and Improvements available to Customer in accordance with the Documentation, the SLA and pursuant to the terms of this Agreement; and (ii) not use Customer Data except to provide the Service, prevent or address service or technical problems, or verify Improvements, in accordance with this Agreement and the Documentation, or in accordance with Customer's instructions.

1.2 Customer Obligations. Customer may enable access to the Service for use only by Authorized Parties solely for the Internal Business Purposes of Customer and its Affiliates in accordance with the Documentation and not for the benefit of any third parties for a level of use not exceeding the Pricing Metrics on the applicable Order Form. Customer is responsible for all Customer Affiliate and Authorized Party use of the Service and compliance with this Agreement.

Customer shall: (a) have sole responsibility for the accuracy, quality, and legality of all information submitted to Workday, including, but not limited to Customer Data; (b) take commercially reasonable efforts to prevent unauthorized access to or use of the Service through login credentials of Authorized Parties, and notify Workday promptly of any unauthorized access or use; and (c) take commercially reasonable efforts to prevent the sending of or storage of Malicious Code in connection with use of the Service. Customer shall not: (i) use the Service in violation of Laws; (ii) in connection with use of the Service, send or store infringing, obscene, threatening, or otherwise unlawful or tortious material, including material that violates privacy rights; (iii) send or store Malicious Code in connection with use of the Service; (iv) interfere with or disrupt performance of the Service or the data contained therein; or (v) attempt to gain access to the Service or its related systems or networks in a manner not set forth in the Documentation.

2. Fees.

2.1 Invoices and Payment. Subscription Fees and all other fees due hereunder will be invoiced to Customer in the United States and payment will be remitted by Customer from the United States. Except where indicated otherwise on an applicable Order Form, all fees due hereunder (except fees subject to good faith dispute) shall be due and payable within thirty (30) days of invoice date. Workday will send all Customer invoices electronically (by email or otherwise). Workday shall email invoices to Customer within two business days of the date of the invoice. All fees are quoted and payable in United States Dollars and are based on access rights acquired and not actual usage. [COMMENT: If your organization is subject to a statutory prompt payment act, let us know and provide the citation so we can make this section consistent with it.] Customer shall provide Workday with complete and accurate billing and contact information including a valid email address. Upon Workday's request, Customer will make payments via electronic bank transfer. All remittance advice and invoice inquiries can be directed to Accounts.Receivable(cr�workday.com.

2.2 Non -cancelable and non-refundable. Except as specifically set forth to the contrary under Section 6.2 "Warranty Remedies", Section 7 "Indemnification", Section 9.3 "Effect of Termination", and for credits due pursuant to Section 10.11 "Workday SLA Service Credits", all payment obligations under any and all Order Forms are non -cancelable and all payments made are non-refundable.

2.3 Overdue Payments. Except with respect to charges subject to a reasonable and good faith dispute, any payment not received from Customer by the due date may accrue, at Workday's discretion, late charges at the rate of

1.5% [COMMENT: Workday does not agree to eliminate late fees because pricing is based on an expectation of timely payment. If a statutory prompt payment act applies, we will adjust this clause to reflect it.] of the outstanding balance per month, or the maximum rate permitted by law, whichever is lower, from the date such payment was due until the date paid.

2.4 Non -Payment and Suspension of Service. Except with respect to charges subject to a reasonable and good faith dispute, if Customer's account is more than thirty (30) days past due, in addition to any other rights or remedies it may have under this Agreement or by law, Workday reserves the right to suspend the Service upon thirty (30) days written notice, without liability to Customer, until such amounts are paid in full. Such notice shall clearly and prominently Main Subscription Agreement - City of Santa Maria
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state that the Service is at risk of suspension and shall not solely take the form of an invoice with an overdue notice.[COMMENT: Please note that the earliest Workday could suspend the Service is 90 days after invoice date —Net 30 days to pay+30 days late before demand can be sent + 30 day cure period.]

2.5 Taxes. This section applies only if Customer has not provided Workday with a tax exemption certificate authorized and honored by applicable taxing authorities that covers all Taxes. Subscription Fees and all other fees invoiced pursuant to this Agreement do not include, and may not be reduced to account for, any taxes, which may include local, state, provincial, federal or foreign taxes, levies, duties or similar governmental assessments of any nature, including, but not limited to, value-added taxes, excise, use, goods and services taxes, consumption taxes or similar taxes and foreign withholding taxes (collectively defined as "Taxes"). Customer is responsible for paying all Taxes imposed on the Service or any other services provided under this Agreement. If Workday has a legal obligation to pay or collect Taxes for which Customer is responsible under this Agreement, the appropriate amount shall be computed based on Customer's address listed in the Signature Document which will be used as the ship -to address on the Order Form, and invoiced to and paid by Customer, unless Customer provides Workday with a valid tax exemption certificate authorized by the appropriate taxing authority.

3. Proprietary Rights.

3.1 Ownership and Reservation of Rights to Workday Intellectual Property. Workday and its licensors own all right, title and interest in and to the Service, Documentation, and other Workday Intellectual Property Rights. Subject to the limited rights expressly granted hereunder, Workday reserves all rights, title and interest in and to the Service and Documentation, including all related Intellectual Property Rights. No rights are granted to Customer hereunder other than as expressly set forth herein.

3.2 Grant of Rights. Workday hereby grants Customer (for itself and those of Customer's Affiliates and Authorized Parties for whom Customer enables access to the Service) a non-exclusive, non -transferable, right to use the Service and Documentation solely for the Internal Business Purposes of Customer and its Affiliates and solely during the Term, subject to the terms and conditions of this Agreement within the scope of use defined in the relevant Order Form. The Service is provided in U.S. English. Workday has translated portions of the Service into other languages and unless otherwise indicated in the applicable Order Form, Customer may use any available translated portions of the applicable Service.

3.2 Restrictions. Customer shall not (i) modify or copy the Service or Documentation or create any derivative works based on the Service or Documentation; [COMMENT: Should Customer purchase the Workday Adoption Kit to create end -user training materials; the Order Form for the Adoption Kit includes a more expansive right to use the Adoption Kit materials consistent with that purpose.] (except for archival copies of the Documentation for use consistent with this Agreement); (ii) license, sublicense, sell, resell, rent, lease, transfer, assign, distribute, time share, offer in a service bureau, or otherwise make the Service or Documentation available to any third party, other than to Authorized Parties as permitted herein; (iii) reverse engineer or decompile any portion of the Service or Documentation, including but not limited to, any software utilized by Workday in the provision of the Service and Documentation, except to the extent required by Law; or (iv) access the Service or Documentation in order to build any commercially available product or service except as otherwise provided in an applicable Order Form.

3.3 Ownership of Customer Data. As between Workday and Customer, Customer owns its Customer Data. [COMMENT: Workday anticipates that some Customer Data may not actually be owned by a customer, but Workday will not assert any ownership rights.]

3.4 Customer Input. [COMMENT: Customer Input is not the same as Customer Data. Customer Input is suggestions about future improvements to the Service and other feedback -type information.] Workday shall have a royalty -free, transferable, sub -licensable, irrevocable, perpetual license to use, and incorporate into its services, any Customer Input. Workday shall have no obligation to make Customer Input an Improvement. Customer shall have no obligation to provide Customer Input.

4. Confidentiality.
language.]

4.1 Confidentiality. A party shall not disclose or use any Confidential Information of the other party except as reasonably necessary to perform its obligations or exercise its rights pursuant to this Agreement or with the other party's prior written permission.
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4.2 Protection. Each party agrees to protect the Confidential Information of the other party in the same manner that it protects its own Confidential Information of like kind, but in no event using less than a reasonable standard of care.

4.3 Compelled Disclosure. [COMMENT: If you are subject to a public records law, this section covers public records act requests. This section can be tailored to reflect your public records law.] A disclosure by one party of Confidential Information of the other party to the extent required by Law shall not be considered a breach of this Agreement, provided the party so compelled promptly provides the other party with prior notice of such compelled disclosure (to the extent legally permitted), follows the process set forth in the applicable public records law(s), and provides reasonable assistance, at the other party's cost, if the other party wishes to contest the disclosure. Subject to the foregoing, in the event of any request by a government agency or law enforcement authority for access to Customer Data, Workday will seek to redirect the inquiry to Customer. In all such cases, Workday will take all reasonable and legally permissible measures to protect the Customer Data and to inform Customer of such demand.

4.4 Business Associate Exhibit. If Customer concludes that the Service will include access to Customer Data that is protected by the Health Insurance Portability and Accountability Act of 1996 ("HIPAA"), and Customer is a Covered Entity as defined under HIPAA, the parties agree to attach Workday's Business Associate Exhibit to this Agreement, which shall apply to Workday's receipt, maintenance or transmission of Protected Health Information from, or on behalf of Customer, as described in such Exhibit. [COMMENT: Workday has a model Business Associate Exhibit which meets the requirements of HIPAA and HITECH. We require customers to use our BAE rather than their own because most BAE/BAA documents are written with the assumption that the Business Associate is a true outsourcing bureau and that any requests for Covered Data (as defined under HIPAA) will be fulfilled by the Business Associate. This is not the case with Workday. We provide tools that customers use to manage their data but do not actively manage it ourselves. Customers, not Workday, are responsible for fulfilling requests about Covered Data.]

4.5 Remedies. If a party discloses or uses (or threatens to disclose or use) any Confidential Information of the other party in breach of confidentiality protections hereunder, the party who owns the Confidential Information shall have the right, in addition to any other remedies available, to seek injunctive relief to enjoin such acts, it being acknowledged by both parties that any other available remedies may be inadequate.

4.1 Exclusions. Confidential Information shall not include any information that: (i) is or becomes generally known to the public without breach of any obligation between the parties; (ii) was known to a party prior to its disclosure by the other party without breach of any obligation between the parties; (iii) was independently developed by a party without breach of any obligation between the parties; or (iv) is received from a third party without breach of any obligation owed to the other party. Customer Data shall not be subject to the exclusions set forth in this section.

5. Customer Data.

5.1 Protection and Security. Workday maintains a security program that conforms to the Workday Universal Security Exhibit attached hereto ("Security Exhibit") and is further described in Workday's most recently completed Service Organization Control 1 (SOC1) and Service Organization Control 2 (SOC2) audit reports or industry -standard successor reports. The most recently completed SOC1 and SOC2 (or industry standard successor audit reports) as of the Effective Date are referred to as the "Current Audit Reports". In no event during the Term shall Workday materially decrease the protections provided by the controls set forth in the Security Exhibit and the Current Audit Reports. Upon Customer's request, Workday will provide Customer with a copy of Workday's Current Audit Reports or comparable industry -standard successor reports prepared by Workday's independent third -party auditor. The Universal Data Processing Exhibit attached hereto (the "Data Processing Exhibit" or "DPE") will apply to the processing of Personal Data.

Customer understands that its use of the Service and compliance with any terms hereunder does not constitute compliance with any Law. Customer understands that it has an independent duty to comply with any and all Laws applicable to it.

5.2 Unauthorized Disclosure. If either party believes that there has been a Security Breach, such party must promptly notify the other party, unless legally prohibited from doing so, within forty-eight (48) hours or any shorter period as may be required by Law; provided, however, that Customer is not required to notify Workday in any case where Customer reasonably determines that the Security Breach presents no threat to the Service. [COMMENT: At present, there are no state data breach statutes requiring less than 48 hours.] Additionally, each party will reasonably assist the other party in mitigating any potential damage. [COMMENT: See Section 8.4 below for special remedies when Personal Data has been exposed in certain circumstances.] As soon as reasonably practicable after any such Main Subscription Agreement - City of Santa Maria
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Security Breach that is not dearly attributable to Customer or its Authorized Parties, Workday shall conduct a root cause analysis and, upon request, [COMMENT: At present, Workday's ticketing system requires a request to trigger sharing of the root cause analysis and remediation plan.] will share the results of its analysis and its remediation plan with Customer. Unless prohibited by Law, each party shall provide the other party with reasonable notice of, and the opportunity to review and comment on the content of all public notices, filings, or press releases about a Security Breach that identify the other party by name prior to any such publication.

6. Warranties and Disclaimers.

6.1 Warranties. Each party warrants that it has the authority to enter into this Agreement and shall comply with all Laws in connection with its performance of this Agreement. Workday warrants that during the Term [COMMENT: These warranties run for the lifetime of the Agreement, not for 90 days to 1 year as was usually the case with installed software.] (i) the Service shall perform materially in accordance with the Documentation; (ii) the functionality of the Service will not be materially decreased during the Term; and, (iii) to the best of Workday's knowledge, the Service does not contain any Malicious Code. Order Forms for Related Services may have warranties specific to those Related Services. [COMMENT: (ii) is a protection against the "split the functionality into 2 modules, rename, and make customers buy a new license" strategy certain vendors have used in the past. While everyone expects the functionality to change over time, changes cannot materially decrease the functionality, security, or SLA commitments.]

6.2 Warranty Remedies. In the event of a breach of the warranty set forth in Section 6.1 (i), (ii) and (iii), (a) Workday shall correct the non -conforming Service at no additional charge to Customer, or (b) in the event Workday is unable to correct such deficiencies after good -faith efforts, Workday shall refund Customer amounts paid that are attributable to the defective Service from the date Workday received such notice (as set forth in Section 6.3 below) through the date of remedy, if any. The remedies set forth in this subsection shall be Customer's sole remedy and Workday's sole liability for breach of these warranties unless the breach of warranty constitutes a material breach of this Agreement and Customer elects to terminate this Agreement in accordance with the Section entitled "Termination."

6.3 Notice Obligations. To receive the warranty remedies set forth above, Customer must promptly report deficiencies in writing to Workday, but no later than thirty (30) days of the first date the deficiency is identified by Customer, or, in the case of a Related Service, no later than thirty (30) days after delivery of such Related Service. [COMMENT: Workday cannot offer a longer warranty on the Related Service because the work is often superseded by a new release or related to a very specific point in a deployment] Customer's failure to notify Workday within such thirty (30) day period shall not affect Customer's right to receive the remedy in Section 6.2(a) unless Workday is somehow unable, or impaired in its ability to, correct the deficiency due to Customer's failure to notify Workday within the thirty (30) day period. Notice of breaches of the warranty in Section 6.10), (ii), or (iii) shall be made through Workday's then -current error reporting system; notices of breaches of any other warranty shall be made in writing to Workday in accordance with the Notice provisions of this Agreement.

6.4 DISCLAIMER. EXCEPT AS EXPRESSLY PROVIDED HEREIN AND TO THE MAXIMUM EXTENT PERMITTED

BY APPLICABLE LAW, THE PARTIES MAKE NO WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED,

STATUTORY OR OTHERWISE, AND SPECIFICALLY DISCLAIM ALL IMPLIED WARRANTIES, INCLUDING ANY

WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE SERVICE AND RELATED SERVICES AND THE DOCUMENTATION. WORKDAY DOES NOT WARRANT THAT THE SERVICE WILL BE ERROR FREE OR UNINTERRUPTED. THE LIMITED WARRANTIES PROVIDED HEREIN ARE

THE SOLE AND EXCLUSIVE WARRANTIES PROVIDED TO CUSTOMER IN CONNECTION WITH THE PROVISION OF THE SERVICE.

7. Indemnification

7.1 Workday Indemnity. Workday shall defend Customer, as Workday's expense, from any third party Claim against Customer alleging that the use of the Service as contemplated under this Agreement infringes or misappropriates such [COMMENT: Workday limits indemnification to infringement; any other claims would be handled as breach of contract cases and subject to the limitation of liability.] third party's Intellectual Property Rights and Workday shall indemnify and hold Customer harmless against any Losses relating to such third party Claim.

7.2 Customer Indemnity. If and only if Customer is not legally prohibited from indemnifying its vendors, Customer shall defend Workday, at Customer's expense, from any third -party claim against Workday alleging that the use of (1) Customer Data, or (2) data submitted by Customer, its Affiliates or its Authorized Parties pursuant to its use of the Service Main Subscription Agreement - City of Santa Maria
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infringes or misappropriates such third -party's Intellectual Property Rights and Customer shall indemnify and hold Workday harmless against any Losses related to such Claim.

7.3 Conditions. The indemnitor's obligations in Section 7.1 and 7.2 are conditioned on the indemnitee (a) promptly giving written notice of the third -party Claim to the indemnitor (although a delay of notice will not relieve indemnitor of its obligations under this Section except to the extent that the indemnitor is prejudiced by such delay), (b) giving the indemnitor sole control of the defense and settlement of the third -party Claim (although indemnitor may not settle any third -party Claim unless it unconditionally releases indemnitee of all liability); and (c) providing to indemnitor, at indemnitor's cost, all reasonable assistance. [COMMENT: Any infringement suit will likely impact all customers using the particular solution, so Workday needs to be able to have a consolidated defense. If yours is a public sector organization where, by statute, the State AG needs to decide whether to participate in the defense, please provide information to Workday about the AG's position; we are able to accommodate such statutory mandates.]

7.4 Exceptions. Workday shall have no liability for Claims or Losses to the extent arising from (a) modification of the Service by anyone other than Workday; (b) use of the Service in a manner inconsistent with this Agreement or Documentation (c) use of the Service in combination with any other product or service not provided by Workday.

7.5 Continued Use of the Service. If Customer is enjoined from using the Service or Workday reasonably believes it will be enjoined, Workday shall have the right, at its sole option, to obtain for Customer the right to continue use of the Service or to replace or modify the Service so that it is no longer infringing. If neither of the foregoing options is reasonably available to Workday, then the applicable Service may be terminated at either party's option and Workday's sole obligation and liability related to the subject matter of this Section 7, in addition to the indemnification obligations herein, shall be to refund any prepaid fees for the applicable Service that was to be provided after the effective date of termination.

7.6 Exclusive Remedy. Sections 7.1 through 7.3 state each indemnitee's exclusive remedies and the indemnitor's sole obligations related to the subject matter of this Section.

8. Limitation of Liability.

8.1 LIMITATION OF LIABILITY. TO THE MAXIMUM EXTENT PERMITTED BY LAW AND EXCEPT WITH RESPECT TO (i) INTELLECTUAL PROPERTY INDEMNIFICATION OBLIGATIONS IN SECTION 7, (ii) EITHER PARTY'S RECKLESS MISCONDUCT, GROSS NEGLIGENCE, WILLFUL MISCONDUCT AND/OR FRAUD, (iii) WORKDAY'S REMEDIATION OBLIGATIONS IN SECTION 8.4; OR (iv) CUSTOMER'S PAYMENT OBLIGATIONS, THE

MAXIMUM LIABILITY OF EITHER PARTY WHICH INCLUDES ITS RESPECTIVE AFFILIATES, AND IN THE CASE OF

WORKDAY, ALSO INCLUDES WORKDAY'S THIRD PARTY LICENSORS FOR ANY AND ALL CLAIMS (INDIVIDUALLY

AND IN THE AGGREGATE) ARISING OUT OF OR RELATING TO THIS AGREEMENT, WHETHER IN CONTRACT,

TORT OR OTHERWISE, IS LIMITED TO AN AMOUNT EQUAL TO THE FEES ACTUALLY PAID BY CUSTOMER

UNDER THIS AGREEMENT FOR THE SERVICE FROM WHICH THE CLAIM(S) AROSE (OR, FOR A CLAIM(S)

ARISING BEFORE THE FIRST ANNIVERSARY OF THE EFFECTIVE DATE, THE AMOUNT PAID OR PAYABLE FOR THE FIRST TWELVE (12) MONTH PERIOD) ("GENERAL CAP", EXCEPT THAT FOR BREACHES OF EITHER

PARTY'S CONFIDENTIALITY, SECURITY OR PRIVACY OBLIGATIONS THE BREACHING PARTY'S MAXIMUM

TOTAL AGGREGATE LIABILITY UNDER THIS AGREEMENT SHALL BE INCREASED TO FEES PAID OR PAYABLE UNDER THE AGREEMENT DURING THE IMMEDIATELY PRECEDING TWENTY-FOUR (24) -MONTH PERIOD FOR THE SERVICE FROM WHICH THE CLAIM AROSE ("ENHANCED CAP").

8.2 EXCLUSION OF DAMAGES EXCEPT FOR WORKDAY'S IP INDEMNIFICATION OBLIGATIONS IN SECTION 7, IN NO EVENT SHALL EITHER PARTY OR ITS AFFILIATES HAVE LIABILITY FOR LOST PROFITS OR REVENUES,

LOSS OF USE OR DATA (UNLESS CAUSED BY WORKDAY'S FAILURE TO BACK UP CUSTOMER DATA IN

ACCORDANCE WITH ITS OBLIGATIONS HEREUNDER), BUSINESS INTERRUPTION, OR INDIRECT, SPECIAL,

INCIDENTAL, PUNITIVE, CONSEQUENTIAL, OR COVER DAMAGES, HOWEVER CAUSED, WHETHER IN

CONTRACT, TORT OR OTHERWISE, EVEN IF THE PARTY OR ITS AFFILIATES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE EXCLUSIONS IN THIS SECTION WILL NOT APPLY TO THE EXTENT PROHIBITED BY LAW. CUSTOMER'S PAYMENT OBLIGATIONS SHALL NOT BE CONSIDERED WORKDAY'S LOST PROFITS. [COMMENT: Workday does not believe it is practical from a business perspective for two entities to enter into a transaction where consequential damages are conceivable, regardless of the basis. Consequential damages are difficult to predict and can be wildly inflated. It isn't reasonable for Workday to assume such a risk, given the nature of our relationship, and the consideration provided (i.e. subscription fees for a service). Please Main Subscription Agreement - City of Santa Maria
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note, however, that defense costs under the indemnification obligations are considered direct damages, as are amounts paid by either party pursuant to a court award other than a default judgment.]

8.3 CLASSIFICATION OF CERTAIN DAMAGES. SUBJECT TO SECTION 8.1, AND NOTWITHSTANDING SECTION 8.2, IF EITHER PARTY BREACHES ITS OBLIGATIONS UNDER THIS AGREEMENT, THE FOLLOWING WILL BE CONSIDERED DIRECT DAMAGES: (1) AMOUNTS PAID TO AFFECTED THIRD PARTIES AS DAMAGES OR SETTLEMENTS ARISING FROM THE BREACH; (2) AMOUNTS PAID FOR FINES AND PENALTIES IMPOSED BY ANY GOVERNMENTAL AUTHORITY ARISING FROM THE BREACH; AND (3) REASONABLE LEGAL FEES, TO DEFEND AGAINST THIRD -PARTY CLAIMS ARISING FROM THE BREACH.

8.4 Workday Remediation of Certain Unauthorized Disclosures. In the event that any unauthorized access to or acquisition of Personal Data is caused by Workday's breach of its security and/or privacy obligations under this Agreement, Workday shall pay the reasonably necessary, documented costs incurred by Customer in connection with the following items: (a) costs of any reasonably required forensic investigation to determine the cause of the breach, (b) providing notification of the security breach to applicable government and relevant industry self -regulatory agencies, to the media (if required by Law) and to individuals whose Personal Data may have been accessed or acquired, (c) providing credit monitoring service to individuals whose Personal Data may have been accessed or acquired for a period of one year (or to the extent required by Law) after the date on which such individuals were notified of the unauthorized access or acquisition for such individuals who elected such credit monitoring service, and (d) operating a call center to respond to questions from individuals whose Personal Data may have been accessed or acquired for a period of one year (or to the extent required by Law) after the date on which such individuals were notified of the unauthorized access or acquisition.

NOTWITHSTANDING THE FOREGOING, OR ANYTHING IN THIS AGREEMENT TO THE CONTRARY, WORKDAY

SHALL HAVE NO RESPONSIBILITY TO PAY COSTS OF REMEDIATION THAT ARE DUE TO RECKLESS

MISCONDUCT, GROSS NEGLIGENCE, WILLFUL MISCONDUCT AND/OR FRAUD BY CUSTOMER OR ITS EMPLOYEES, AGENTS OR AUTHORIZED PARTIES.

9. Term and Termination.

9.1 Term of Agreement. The Term commences on the Effective Date and continues until the stated term in all Order Forms has expired or has otherwise been terminated, unless otherwise extended pursuant to the written agreement of the parties. Subscriptions to the Service commence on the date, and are for a period, as set forth in the applicable Order Form.

9.2 Termination. Either party may terminate this Agreement: (i) upon thirty (30) days prior written notice to the other party of a material breach by the other party if such breach remains uncured at the expiration of such notice period; or (ii) immediately in the event the other party becomes the subject of a petition in bankruptcy or any other proceeding relating to insolvency, receivership, liquidation or assignment for the benefit of creditors. In the event this Agreement is terminated, all Order Forms are simultaneously terminated. Upon any termination by Customer pursuant to this section, Workday shall refund Customer any prepaid fees for the affected Service that were to be provided after the effective date of termination. For clarity, a breach or termination of any Professional Services Agreement, as defined in the DPE, or of any applicable statement of work and/or work order thereunder, shall not be considered a material breach or termination of this Agreement.

9.3 Effect of Termination. Upon any expiration or termination of this Agreement, all Order Forms shall immediately terminate and Customer shall, as of the date of such expiration or termination, immediately cease accessing and otherwise utilizing the applicable Service (except as permitted under the section entitled "Retrieval of Customer Data" and "Transition Period before Final Termination") and shall also cease accessing Workday Confidential Information.

Termination for any reason shall not relieve Customer of the obligation to pay any fees accrued or due and payable to Workday prior to the effective date of termination. Additionally, termination for any reason other than Workday's uncured material breach, or the reasons set forth in Section 2.2, shall not relieve Customer of the obligation to pay all future amounts due under all Order Forms.

9.4 Transition Period before Final Termination. If this Agreement is terminated and Customer submits a written request to Workday prior to any such termination for a one-time transition period, Workday will continue to provide the Service for up to three (3) months after the effective date of such termination (the "Transition Period"), subject to the terms and conditions of this Agreement. Monthly fees for the Transition Period will be 1/12 of the immediately preceding twelve- month period plus, only if this Agreement was not terminated by Customer for cause, an additional five percent (5%).

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Customer's breach, Workday has no obligation to perform under this section unless it receives (i) payment of all fees not subject to reasonable and good faith dispute, (ii) prepayment of fees for further services, and (iii) certification of ongoing compliance with the terms of this Agreement during the Transition Period.

9.5 Transition Consulting Services. During a Retrieval Period or Transition Period, Workday will provide cooperation and assistance as Customer may reasonably request to support an orderly transition to another provider of similar software, services, or to Customer's internal operations. Such cooperation and assistance will be limited to consulting regarding the Workday Service and will be subject to a fee based on Workday's then -current rates for consulting services and such services will be set out in a statement of work to a professional services agreement between the parties. [COMMENT: If a Professional Services Agreement is not already in place between the parties, one will be negotiated at the time Customer requests consulting assistance.] Notwithstanding the foregoing, in the event of termination of this Agreement by Workday for Customer's breach, Workday may withhold the provision of transition consulting services and condition further performance upon (i) payment of undisputed fees then owed and (ii) prepayment of fees for further services.

9.6 Retrieval of Customer Data. Upon written request by Customer made prior to or upon any expiration or termination of this Agreement (including any Transition Period), Workday will make Customer Data available to Customer through the Service solely to allow Customer to retrieve Customer Data for a period of up to a total of sixty (60) days after such expiration or termination (the "Retrieval Period"). If Customer utilizes the Transition Period described in Section 9.4 above, it will still receive a total of no more than sixty (60) days of non -cost Retrieval Period. [COMMENT: Workday incurs the full cost of providing the Service during this time. Customers are using the same tools to extract Customer Data that they used throughout their use of the service. Because these are familiar tools, the 60 -day post -contract period should be adequate. Please see Section 9. 4, which provides the means for a customer to purchase a short-term extension if it needs to keep the Service available either for longer data retrieval OR to handle a replacement project that is running behind schedule. Please note that this Section pertains solely to retrieval of data. Please see Section 9.4 regarding extension of the Service beyond data retrieval.] After such Retrieval Period, Workday will have no obligation to maintain or provide any Customer Data and shall thereafter, unless legally prohibited, delete all Customer Data by deleting Customer's Tenant; provided, however, that Workday will not be required to remove copies of the Customer Data from its backup media and servers until such time as the backup copies are scheduled to be deleted, provided further that in all cases Workday will continue to protect the Customer Data in accordance with this Agreement. Customer Data will be made available in a Workday -supported format mutually agreed upon between the parties (for example, CSV, delimited text or Microsoft Excel). The foregoing deletion obligation will be subject to any retention obligations imposed on Workday by Law. Additionally, during the Term of the Agreement, Customers may extract Customer Data using Workday's standard web services.

9.7 Surviving Provisions. The following provisions of this Agreement shall not survive and will have no further force or effect following any termination or expiration of this Agreement: (i) Section 1.1(i) "Workday Obligations"; (ii) Section 3.2 "Grant of Rights"; and (iii) those provisions granting Customer access to any SKU(s) and services referenced in any applicable Order Form(s). All other provisions of this Agreement shall survive any termination or expiration of this Agreement.

10. General Provisions.

10.1 Relationship of the Parties. The parties are independent contractors. This Agreement does not create nor is it intended to create a partnership, franchise, joint venture, agency, fiduciary or employment relationship between the parties. There are no third -party beneficiaries to this Agreement.

10.2 Insurance. Workday will maintain during the entire Term, at its own expense, the types of insurance coverage specified below, on standard policy forms and with insurance companies with at least an A.M. Best Rating of A -VII at the time of policy inception.
(a) Workers' Compensation insurance prescribed by applicable local law and Employers Liability insurance with limits not less than $1,000,000 per accident/per employee. This policy shall include a waiver of subrogation against Customer
(b) Business Automobile Liability covering all vehicles that Workday owns, hires or leases with a limit of no less than $1,000,000 (combined single limit for bodily injury and property damage) for each accident.

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(c) Commercial General Liability insurance including Contractual Liability Coverage, with coverage for products liability, completed operations, property damage and bodily injury, including death, with an aggregate limit of no less than $2,000,000. This policy shall name Customer as an additional insured with respect to the provision of services provided under this Agreement. This policy shall include a waiver of subrogation against Customer. (d) Technology Professional Liability Errors & Omissions policy (which includes Cyber Risk coverage, Internet liability, and Computer Security and Privacy Liability coverage) with a limit of no less than $10,000,000 per occurrence and in the aggregate.
(e) Crime policy with a limit of no less than $5,000,000 per occurrence and in the aggregate and naming Customer (as its interests may appear) as a loss payee.
(f)
Excess Liability/Umbrella coverage with a limit of no less than $9,000,000 per occurrence and in the aggregate (such limit may be achieved through increase of limits in underlying policies to reach the level of coverage shown here). This policy shall name Customer as an additional insured with respect to the provision of services provided under this Agreement. This policy shall include a waiver of subrogation against Customer.

Upon Customer's request, Workday agrees to deliver to Customer certificates of insurance evidencing the coverage specified in this section. Such certificate(s) will contain a thirty (30) day prior notice of cancellation provision. Workday will be solely responsible for any deductible or self-insurance retentions. Such insurance coverage will be primary and any other valid insurance existing will be in excess of such primary insurance policies. The required insurance coverage and limits of liability set forth above shall not be construed as a limitation or waiver of any potential liability or satisfaction of any indemnification/hold harmless obligation of Workday.

10.3 Notices. Unless expressly stated otherwise, all notices under this Agreement shall be in writing and shall be deemed to have been given upon: (i) personal delivery; or (ii) the third business day after first class mailing. Notices to Workday shall be sent to the address shown in the Signature Document addressed to the attention of its General Counsel with a copy sent to [email protected]. Notices to Customer shall be sent to the address shown in the Signature Document addressed to Customer's General Counsel. Each party may modify its recipient of notices by providing notice pursuant to this Agreement.

10.4 Background Check. Unless prohibited by law, Workday agrees to conduct (or has previously conducted) a criminal background check on personnel employed by Workday (or will require its subcontractors to conduct a background check on their own personnel) who will have access to Customer Data. Such background check shall be in the form generally used by Workday in its initial hiring of employees or contracting for contractors or, as applicable, during the employment -screening process. Workday will not allow any person performing under this Agreement on behalf of Workday to be assigned to have access to Customer Data whose background check revealed a conviction of any violent crime or crime involving theft, dishonesty, moral turpitude, breach of trust, or money laundering.

10.5 Code of Conduct. Workday has a published code of conduct available on its public web site with rules for ethical business conduct which complies with applicable law. Workday uses commercially reasonable efforts to ensure that Workday complies with its code of conduct, including but not limited to periodic training of employees about the code. [COMMENT: It is not practical for Workday to agree to use the codes of conduct created by each Workday customer. Accordingly, Workday has its own code of conduct, available at https://www.workday.com/en- us/company/about-workday/ethics-compliance.html.]

10.6 Waiver and Cumulative Remedies. No failure or delay by either party in exercising any right under this Agreement shall constitute a waiver of that right or any other right. Other than as expressly stated herein, the remedies provided herein are in addition to, and not exclusive of, any other remedies of a party at law or in equity.

10.7 Force Majeure. Neither party shall be liable for any failure or delay in performance under this Agreement for causes beyond that party's reasonable control and occurring without that party's fault or negligence, including, but not limited to, acts of God, acts of government, flood, fire, civil unrest, acts of terror, strikes or other labor problems (other than those involving Workday or Customer employees, respectively) ("Force Majeure"). Dates by which performance obligations are scheduled to be met will be extended for a period of time equal to the time lost due to any delay so caused, provided that notice of the Force Majeure event is given in writing within fifteen (15) days after the Force Majeure event begins. Such notice shall identify the nature of the Force Majeure event, its expected duration and the probable Main Subscription Agreement - City of Santa Maria
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impact on the performance of the affected party's obligations. [COMMENT: Workday intends this language to remain broad and limited to extraordinary things that the parties couldn't conceivably have control over, or effectively mitigate. It is not realistic to name all events that might be possible or to include events that are within reasonable control.]

10.8 Assignment. Neither party may assign any of its rights or obligations hereunder, whether by operation of law or otherwise, without the prior written consent of the other party (which consent shall not be unreasonably withheld).

Notwithstanding the foregoing, either party may assign this Agreement in its entirety (including all Order Forms) without consent of the other party in connection with a merger, acquisition, corporate reorganization, or sale of all or substantially all of its assets (an "M&A assignment") so long as the assignee agrees to be bound by all of the terms of this Agreement in an amendment to this Agreement and all past due fees are paid in full or otherwise accounted for in the amendment. In no event shall Customer have the right to assign this Agreement to a direct Competitor of Workday. In the event of an M&A assignment, the non -assigning party shall be entitled to request from the assignee information to demonstrate that the assignee has the necessary resources and expertise to provide the Service. Failure to provide such information shall be a material breach of this Agreement. [COMMENT: Workday is publicly traded. It is not realistic to expect that, in a merger/acquisition/reorganization situation, individual customers would be able to "opt out" of that transaction. The successor entity would be bound by the existing contracts and Section 9.2 allows customers to terminate for breach if they do not live up to their obligations. However, in order to address concerns regarding an M&A assignment, Workday has included language which is equivalent to the common law (and UCC right for commercial transactions in goods) right to demand adequate assurances from the successor entity.] Any attempt by a party to assign its rights or obligations under this Agreement other than as permitted by this section shall be void and of no effect. Subject to the foregoing, this Agreement shall bind and inure to the benefit of the parties, their respective successors and permitted assigns.

10.9 Governing Law; Waiver of Jury Trial. This Agreement shall be governed exclusively by the internal laws of the State of New York, [COMMENT: Workday is willing to change to the state law of our public sector and public higher education customers in the United States. However, any statement about jurisdiction or venue must include federal courts because copyright and patent infringement actions would be brought there.] without regard to its conflicts of laws rules. Each party hereby waives any right to jury trial in connection with any action or litigation in any way arising out of or related to this Agreement.

10.10 Export. Each party shall comply with the export laws and regulations of the United States and other applicable jurisdictions in providing and using the Service. Without limiting the generality of the foregoing, Customer shall not make the Service available to any person or entity that: (i) is located in a country that is subject to a U.S. government embargo; (ii) is listed on any U.S. government list of prohibited or restricted parties; or (iii) is engaged in activities directly or indirectly related to the proliferation of weapons of mass destruction, unless authorized by the United States government.

10.11 Workday SLA Service Credits. If, in any rolling six-month period, Workday fails to meet the monthly Service Availability or Service Response commitments described in the SLA (a "Failure"), Customer may request the following remedies no later than six months after the applicable Failure occurs: (1) a meeting to discuss possible corrective actions for the first Failure; (2) a 10% Service Credit for a second Failure; (3) a 20% Service Credit for a third Failure; and (4) a 30% Service Credit for a fourth Failure. In this Agreement, "Service Credit" means a credit equal to the stated percentage of the applicable monthly Subscription Fee for the affected Service. Workday shall deduct the highest applicable Service Credit from the next invoice for Subscription Fees or, if there is no subsequent invoice, shall refund the Service Credit to the Customer. The remedies in this section are the Customer's exclusive remedies for any Failure.

10.12 Federal Government End Use Provisions (if applicable). Workday provides pre-existing, commercial Service, including related software and technology, for federal government end use solely in accordance with the terms and conditions of this Agreement, and Workday provides only the technical data and rights as provided herein. If a government agency has a need for rights not conveyed under these terms, it must negotiate with Workday to determine whether there are acceptable terms for transferring additional rights. A mutually acceptable addendum specifically conveying such rights must be executed by the parties in order to convey such rights beyond those set forth herein. For avoidance of doubt, Workday does not currently provide the Service for use in furtherance of a federal prime or subcontract. Additionally, the parties agree that the purpose of this Agreement is to provide a sophisticated integrated system solution, principally for the provision of a product, not a service and as such, neither the Service Contract Act nor its related statutes or regulations apply to Workday's performance hereunder.

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10.13 Use by other Entities.
purchasing consortium.] The parties agree that other public entities, including state agencies, local governments, courts, and public institutions of higher education may utilize the terms of this Agreement to purchase the Service from Workday for agreements commencing no later than five (5) years after the Effective Date of this Agreement. Workday may extend the availability of this Agreement for such use in its sole and reasonable discretion. The parties understand that pricing is specific to Pricing Metrics and the choice of Workday Service components and other entities will not necessarily pay the same price as Customer. Any such other entity shall be responsible for complying with its relevant procurement rules and regulations. Customer will in no way whatsoever incur any liability to Workday, such entities, or others in relation to specifications, delivery, payment, or any other aspect of actions or omissions by such entities. An entity wishing to utilize this Agreement will have a copy of this Agreement executed in its own name and any Order Forms will be in such entity's name. The parties agree that Workday can disclose this Agreement, all exhibits, and any applicable Order Forms to an entity seeking to make use of this Section.

MAIN SUBSCRIPTION AGREEMENT
[COMMENT: Can be removed if your organization is not public or part of any private

10.14 Publicity. [COMMENT: Please visit our website at
htto:// www.workday.com/customers.php#t-/ind=Education/-- to see an example of how we do this. In addition, names of customers appear in our customer community, an online forum limited to Workday, its customers, and in limited situations, deployment service providers.] Except as set forth herein, Workday shall not use Customer's name, logos or trademarks, without the prior written consent of Customer, in any written press releases, advertisements and/or marketing materials. Notwithstanding the foregoing, Workday may use Customer's name and logo in lists of customers and on its website, including, but not limited to, Workday's community portal; however, such usage shall not be classified as an advertisement but only identification as an entity who receives the Service from Workday. For the avoidance of doubt, this section does not prohibit Workday from referencing Customer's name in a verbal format.

10.15 Miscellaneous. This Agreement, including all exhibits and attachments hereto and all Order Forms, constitutes the entire agreement between the parties with respect to the subject matter hereof. In the event of a conflict, the provisions of an Order Form shall take precedence over provisions of the body of this Main Subscription Agreement and over any other exhibit or attachment to this Main Subscription Agreement. This Agreement supersedes all prior and contemporaneous agreements, proposals or representations, written or oral, concerning its subject matter and is entered into without reliance on any promise or representation other than those expressly contained in this Agreement. No modification, amendment, or waiver of any provision of this Agreement shall be effective unless in writing and signed by both parties. If any provision of this Agreement is held by a court of competent jurisdiction to be contrary to law, the provision shall be modified by the court and interpreted so as best to accomplish the objectives of the original provision to the fullest extent permitted by law, and the remaining provisions of this Agreement shall remain in effect. Notwithstanding any language to the contrary therein, no terms or conditions stated in a Customer purchase order or in any other non - negotiated Customer order documentation shall be incorporated into or form any part of this Agreement, and all such terms or conditions shall be null and void. This Agreement may be executed in counterparts, which taken together shall form one binding legal instrument. The parties hereby consent to the use of electronic signatures in connection with the execution of this Agreement, and further agree that electronic signatures [COMMENT: Workday primarily uses AdobeSign, which creates an audit stamp for the signatures and "draws" signatures into the signature lines. We have a backup technology which works in much the same way.] to this Agreement shall be legally binding with the same force and effect as manually executed signatures, provided that such signatures must be made using a technology designed for electronic signatures and include appropriate certificates to verify the identity of the signatory. For avoidance of doubt, emails stating consent to an Agreement or action shall not be considered an electronic signature.

11. Definitions.
"Affiliate" [COMMENT: We recognize that this definition may not be a good fit for your organization and are willing to modify as appropriate.] means any entity which directly or indirectly controls, is controlled by, or is under common control by either party. For purposes of the preceding sentence, "control" means direct or indirect ownership or control of more than 50% of the voting interests of the subject entity. "Agreement" means this Main Subscription Agreement, including the Signature Document, any exhibits, addenda or attachments hereto, and any fully executed or attached and referenced Order Form(s). "Authorized Parties" means Customer's or its authorized Affiliate's employees, third party providers authorized by Customer, and as appropriate for the applicable Service, students and their parents or guardians, prospective employees, prospective students and their parents or guardians, former students, and/or retirees authorized to access Customer's Main Subscription Agreement - City of Santa Maria
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Tenants and/or to receive Customer Data (i) in writing, (ii) through the Service's security designation, or (iii) by system integration or other data exchange process.
"Claim" means any claim, demand, suit, or other legal proceeding made or brought against a party to this Agreement. "Confidential Information" means (a) any software utilized by Workday in the provision of the Service and its respective source code; (b) Customer Data; (c) each party's business or technical information, including but not limited to the Documentation, training materials, any information relating to software plans, designs, costs, prices and names, finances, marketing plans, business opportunities, personnel, research, development or know-how that is designated by the disclosing party as "confidential" or "proprietary" or the receiving party knows or should reasonably know is confidential or proprietary; and (d) the terms, conditions and pricing of this Agreement (but not its existence or parties). [COMMENT:

Workday considers its Agreements to be Workday Confidential Information, which is a separate designation from material that may be disclosed pursuant to a given jurisdiction's open records laws. For clarity, Workday requires notice and the opportunity to challenge disclosure of the Agreement, based on applicable open records laws.]
"Customer Data" means the electronic data or information submitted by Customer or Authorized Parties to the Service. "Customer Input" means suggestions, enhancement requests, recommendations or other feedback provided by Customer, its Employees or Authorized Parties relating to the operation or functionality of the Service. "Documentation" means Workday's electronic Administrator Guide for the Service, which may be updated by Workday from time to time.
"Employee" or "Worker" means employees, consultants, contingent workers, independent contractors, and retirees of Customer and its Affiliates whose business record(s) are or may be managed by the Service and for which a subscription to the Service has been purchased pursuant to an Order Form. "Improvements" means all improvements, updates, enhancements, error corrections, bug fixes, release notes, upgrades and changes to the Service and Documentation, as developed by Workday and made generally available for Production use without a separate charge to Customers.
"Intellectual Property Rights" means any and all common law, statutory and other intellectual property rights, such as copyright, trademarks, trade secrets, patents and other proprietary rights issued, honored or enforceable under any applicable laws anywhere in the world, and inclusive of all moral rights related thereto. "Internal Business Purposes" means use for Customer's internal operations associated with the functionality of the Service, as opposed to Customer using the products or Service for customers, clients, or prospective customers of the Customer. As illustrative examples: (1) use of recruiting functionality to assist with the recruitment of Customer's employees is an Internal Business Purpose but a placement firm's use of recruiting functionality to find employees for its third -party clients is not an Internal Business Purpose; and (2) Workday's Student Service is clearly designed to assist educational institutions manage the records of students; even though students are technically the "clients" or "customers" of the institution. Nevertheless, use of Workday's Student Service to manage these student records is still an Internal Business Purpose.
"Law" means any local, state, national and/or foreign law, treaties, and/or regulations applicable to a respective party. "Losses" means any damages or costs finally awarded or entered into in settlement (including, without limitation, reasonable attorneys' fees).
"Malicious Code" means viruses, worms, time bombs, ransomware, Trojan horses and other malicious code, files, scripts, agents or programs intended to do harm.
"Order Form" means the separate ordering documents under which Customer subscribes to the Service or other services pursuant to this Agreement which are fully executed by the parties. "Personal Data" has the definition set forth in the Data Processing Exhibit.

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"Pricing Metrics" means the specific measure identified on the applicable Order Form used for determining the Subscription Service Fee on that Order Form, such as FSE Worker or FTE Student. "Production" means the Customer's or an Employee's use of or Workday's written verification of the availability of the Service (i) to administer Employees; (ii) to generate data for Customer's books/records; or (iii) in any decision support capacity.
"Related Service" means any professional services provided by Workday pursuant to an Order Form subject to this Agreement and related to the Service.
"Security Breach" means (i) any actual or reasonably suspected unauthorized use of, loss of, access to or disclosure of, Customer Data; provided that an incidental disclosure of Customer Data to an Authorized Party or Workday, or incidental access to Customer Data by an Authorized Party or Workday, where no reasonable suspicion exists that such disclosure or access involves theft, or is fraudulent, criminal or malicious in nature, shall not be considered a "Security Breach" for purposes of this definition, unless such incidental disclosure or incidental access triggers a notification obligation under any Law, (ii) any Personal Data Breach as defined in the DPE; and (iii) any security breach (or substantially similar term) as defined by Law affecting Customer Data.
"Service" means Workday's software -as -a -service applications and Improvements as described in the Documentation and subscribed to under an Order Form.
"SLA" means the Workday Production Support and Service Level Availability Policy, located at https://www.workday.com/en-us/legal/contract-terms-and-conditions/index/exhibits.html , which may be updated by Workday from time to time. No update shall materially decrease Workday's responsibilities under the Workday SLA. "Subscription Fee" means all amounts invoiced and payable by Customer for the Service. "Tenant" means a unique instance of the Service, with a separate set of Customer Data held by Workday in a logically separated database (i.e., a database segregated through password -controlled access). "Tenant Base Name" is a naming convention that will be used in all of the Tenant URLs provided by Workday, as specified in Customer's initial Order Form subscribing to the Service, and which shall remain constant throughout the Term.
"Term" has the meaning set forth in Section 9.1.

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SOLUTIONS
A Cognizant Company

MASTER SERVICES AGREEMENT
This Master Services Agreement (this "Agreement"), dated as of , 20 , is made by and between , a corporation with its
principal office located at ("Client"), and
Cognizant Worldwide Limited, a United Kingdom limited liability company with its principal office located at 1 Kingdom Street, Paddington Central, London, United Kingdom W2 6BD ("Cognizant"). In addition, Cognizant Technology Solutions U.S. Corporation ("CTS US") shall execute this Agreement solely for the purpose of enabling and authorizing CTS US to enter into Statements of Work (as defined below) together with Cognizant, whereby CTS US shall provide the applicable local Services and Deliverables within the United States of America to Client for Cognizant under such SOWs as provided in Section 1.1. For the purposes of this Agreement, Client and Cognizant may each be referred to as "Party" or, collectively, as the "Parties." The Parties, intending to be legally bound, hereby agree as follows:

1. SERVICES.

1.1 Services. Cognizant and Client will develop and enter into one or more statements of work incorporating a description of the specific services to be provided ("Services"), each in a form mutually agreed by the Parties (a "Statement of Work" or "SOW"). Each Statement of Work will set forth, among other things, project scope, various project activities and tasks to be performed by the Parties, and roles and responsibilities of the Parties. Cognizant may provide to Client the following types of services as, and to the extent, described in each Statement of Work:
(i) the management of certain business and IT operational services, which may be performed either onsite or from remote locations ("Managed Services"); (ii) certain consulting, development, integration and or other support services provided in addition to the Managed Services ("Professional Services"); and (iii) any other services described as Cognizant's obligation in a Statement of Work, (collectively the "Services"). In addition, Cognizant will provide to Client certain results or proceeds of the Services that are defined as deliverables in each Statement of Work (collectively, the "Deliverables"). Each Statement of Work shall specifically identify this Agreement and indicate that it is subject to the terms hereof and be executed by Client and Cognizant. Unless otherwise set forth herein or expressly identified in the SOW as a modification to a specified provision of this Agreement, to the extent there are any conflicts or inconsistencies between this Agreement and any Statement of Work, the provisions of this Agreement shall govern and control. Cognizant may engage any Affiliate (as hereinafter defined) of Cognizant to provide Services and Deliverables to Client and any Affiliates of Client for Cognizant under this Agreement. For SOWs executed in connection with work to be performed for Client in the United States of America, and solely to the extent that employees of a U.S.-domiciled Cognizant Affiliate who are foreign skilled workers are required for the provision of Services or Deliverables by Cognizant in connection with such SOW, such Cognizant Affiliate may also execute such SOW solely for the purpose of providing Services and Deliverables to Client for Cognizant. Any Affiliate of Cognizant may itself provide Services directly to Client and any Affiliates of Client under this Agreement by executing SOWs in its own name, exclusive of CWW, and only for the purposes of any such SOW(s), shall be considered "Cognizant" as that term is used in this Agreement. Any Affiliate of Client may enter into SOW(s) with Cognizant or any Affiliate of Cognizant and, only for the purposes of any such SOW(s), shall be considered "Client" as that term is used in this Agreement. As used herein, the term "Affiliate" means any entity that controls or is controlled by or is under common control with Cognizant or Client, as applicable, where "control" means possessing, directly or indirectly, the power to direct or cause the direction of the management, Confidential Information

COLLABORATIVE

SOLUTIONS
A Cognizant Company
policies and operations of such entity, whether through ownership of voting securities, by contract or otherwise.

1.2 Deliverables and Acceptance. Deliverables, if any, under this Agreement will be as set forth under any SOW. Each SOW will describe, if applicable, the Deliverables that Cognizant is obligated to furnish to Client hereunder, the acceptance criteria for each of the Deliverables (the "Acceptance Criteria") and the completion criteria, if any, to signify completion of each phase of a project. Client shall review, evaluate and/or test, as the case may be, each of the Deliverables within the applicable time period set forth in a SOW (with respect to each Deliverable, the "Acceptance Period") to determine whether or not such Deliverable satisfies the applicable Acceptance Criteria in all material respects. If Client does not furnish a written notice to Cognizant specifying that a Deliverable has failed to satisfy its Acceptance Criteria in all material respects prior to the end of the Acceptance Period therefor and/or if Client commences using the Deliverables commercially or in a production environment, then Client will be deemed to have accepted such Deliverable. If any Deliverable fails to satisfy its Acceptance Criteria in any material respect, then Client will notify Cognizant in writing specifying the respects in which such Deliverable does not conform to the applicable Acceptance Criteria and what modifications are necessary to make it conform thereto. Thereafter, Cognizant shall use its diligent commercially reasonable efforts to modify such Deliverable to so conform and the Deliverable will be resubmitted for acceptance by Client. If, after repeated attempts, Cognizant is unable to remedy any non -conforming portion of any Deliverable, Client may terminate pursuant to Section 12.2 herein.

2. PROJECT SCHEDULE; CHANGES.

2.1 Project Schedule; Changes. Each Statement of Work will set forth the projected work effort and schedule applicable to the Services. All statements and agreements concerning time are based upon information available and circumstances existing at the time made, and each Statement of Work is subject to equitable adjustment upon any material change in such information or circumstances, the occurrence of an excusable delay (as provided for in Section

2.2 hereof) or upon modification of the scope, timing or level of work to be performed by Cognizant. Either Party will be entitled to propose changes. It is mutually acknowledged that any such change may affect the fees or charges payable to Cognizant and/or the project schedule.

Neither Party shall have any obligation respecting any change until an appropriate change order or amendment to the applicable Statement of Work is executed and delivered by both Parties.

2.2 Excusable Delays and Failures. Cognizant will be excused from delays in performing, or from a failure to perform, hereunder to the extent that such delays or failures result from causes beyond Cognizant's reasonable control. Without limiting the generality of the foregoing, Client acknowledges that Client's failure or delay in furnishing necessary information, equipment or access to facilities, delays or failure by Client in completing tasks required of Client or in otherwise performing Client's obligations hereunder or under any Statement of Work and any assumption contained in a Statement of Work which is untrue or incorrect will be considered an excusable delay or excusable failure to perform hereunder and may impede or delay completion of the Services. Client further acknowledges that such delays or failures may result in additional charges for the Services.

Confidential Information2

COLLABORATIVE

SOLUTIONS
A Cognizant Company

3. PAYMENT.

3.1 Project Fees and Reimbursable Items. Client shall pay to Cognizant the fees and other compensation set forth in each Statement of Work. Client will also reimburse Cognizant for all reasonable out-of-pocket travel, living and other ancillary expenses paid or incurred by Cognizant in connection with the Services and any other reimbursable items set forth in each Statement of Work. Cognizant will have no obligation to perform any Services when any amount required to be paid by Client remains due and unpaid beyond the date such amount is due. Any suspension of Services by Cognizant as a result of Client's failure to make payment as required will extend the due dates of Deliverables and other Services to the extent impacted by such suspension or delay.

3.2 Invoices; Payments. Cognizant will invoice Client for all fees, charges and reimbursable items payable to Cognizant on a monthly basis or otherwise in accordance with the schedule set forth in the relevant Statement of Work as such payments are due. Client will pay the invoiced amount in full within thirty (30) days of the date of each invoice, without deduction, setoff, defense or counterclaim for any reason; provided that the Client may withhold amounts disputed in good faith pending resolution of such dispute. Client will pay interest, at a rate equal to the lesser of

1.5% per month (or part thereof) or the maximum legal rate permitted, on the amount shown on any invoice that is paid later than thirty (30) days after the date of the invoice, other than such amounts that are disputed in such good faith during the pendency of the relevant dispute. All amounts hereunder will be invoiced and paid in United States Dollars unless otherwise set forth in an applicable SOW.

3.3 Taxes. Client agrees to pay any applicable sales, use, value added, goods and services, services, excise, privilege, or other taxes or assessments relating to the Services or Deliverables provided by Cognizant to Client pursuant to the Agreement hereto, exclusive of taxes based on Cognizant's net income or net worth. Cognizant will invoice Client for any taxes payable by Client that are required to be collected by Cognizant.

4. OBLIGATIONS OF THE PARTIES.

4.1 Working Environment. For any Services to be provided by Cognizant at any of Client's sites, Client shall provide Cognizant's personnel with (i) a suitable and adequate work environment, including space for work and equipment for performance of the Services; (ii) access to and use of Client's facilities and relevant information, including software, hardware and documentation; (iii) provision and maintenance of personal computer ("PC") workstations for such personnel's use; (iv) assistance to such personnel in a timely manner by promptly correcting any hardware or software problems that would affect the performance of Services; and (v) any other items set forth in each Statement of Work.

4.2 Client's Personnel Commitment. Client will ensure that all Client personnel who may be necessary or appropriate for the successful implementation of the Services will, on reasonable notice, (i) be available to assist Cognizant's personnel by answering business, technical and operational questions and providing requested documents, guidelines and procedures in a timely manner; (ii) participate in the Services as outlined in the Statement of Work; (iii) participate in progress and other Service related meetings; (iv) contribute to software and system testing; and (v) be available to assist Cognizant with any other activities or tasks required to complete the Services in accordance with the Statement of Work.

Confidential Information3

COLLABORATIVE

SOLUTIONS
A Cognizant Company

4.3 Export Control. Client agrees to notify Cognizant of any requirements for Deliverables or any other technology, technical data or information to which Cognizant will have access as a result of the Services that, in any case, will subject the Deliverables or the other technology, technical data or information to control under applicable export regulations under any classification other than EAR99 (or its non-U.S. equivalent) and, in such event, Client will (i) identify to Cognizant the applicable regulations (e.g. the United States Export Administration Regulations ("EAR") or the International Traffic in Arms Regulations ("ITAR")) and classifications (e.g. ECCN) and (ii) follow such guidelines as Cognizant may communicate to Client that reasonably are required to avoid violations. Each Party acknowledges and agrees that to the extent that any tangible or intangible technical data provided under this Agreement is subject to US export laws and regulations, such Party will not use, distribute, transfer, or transmit technical data provided by the other Party under this Agreement except in compliance with US export laws and regulations. Notwithstanding the foregoing, Client agrees that it will not provide Cognizant with any technology, technical data or information that is subject to control under the ITAR. In the event that Client wishes to provide Cognizant with ITAR-controlled technology, technical data or information, Client will notify Cognizant in writing of such intent, and the Parties agree to cooperate to determine the appropriate agreements and controls, if any, required before Client makes such disclosure.

4.4 FCPA. Neither Party shall take any action in connection with the performance of its obligations under this Agreement that violates the Foreign Corrupt Practices Act, as amended, and the rules and regulations thereunder in any manner that has a material adverse impact on the other Party. To the extent that any of the Services or Deliverables cannot be performed or provided without violation of any law, regulation, or other control, then Cognizant shall not be obligated to provide the same and the applicable Statement of Work shall be amended accordingly.

4.5 Work Authorization/HR Compliance. In the event that it is necessary for Cognizant to obtain visas or work permits for Cognizant personnel, Client will cooperate with Cognizant by taking all reasonably necessary actions to facilitate Cognizant's efforts, including, but not limited to, providing, and hereby consents to Cognizant providing to immigration authorities, documentation indicating the nature and location of the work to be performed, the necessity of the work to be performed, and other documentation as may be reasonably required and related to this Agreement (including the existence and terms of this Agreement and the identity of the Parties hereto), and posting such notices as may be legally required (including any legally required notice posting at Client sites from which the parties contemplate services being provided by Cognizant personnel who are foreign skilled workers).

5. OWNERSHIP.

5.1 Ownership of Work Product. Cognizant agrees that, upon Client's payment in full, the software or other intellectual property developed by Cognizant or its Affiliates as a `work -for -hire' specifically for Client, as set forth in a Statement of Work ("Work Product") shall be the property of, and ownership shall vest in, Client. Client's ownership of Work Product does not include Cognizant Proprietary Intellectual Property (as defined below) or any Third Party Items, or any derivative of the foregoing, that is incorporated into the Work Product. Cognizant agrees to take, at Client's cost and expense, all actions requested by Client which are reasonably necessary to assure the conveyance to Client of all right, title and interest in and to the Work Product, including copyright.

Confidential Information4

COLLABORATIVE

SOLUTIONS
A Cognizant Company

5.2 Residual Rights. Notwithstanding anything to the contrary herein, Cognizant, Cognizant Affiliates, and their respective employees and agents shall be free to use and employ any Residual Information. "Residual Information" means the general knowledge, ideas, know-how, experience, and techniques that would be retained in the unaided memory of an ordinary person skilled in the art, not intent on appropriating the proprietary information of the disclosing party.

Nothing in this paragraph, however, shall be deemed to grant a license under Client's registered intellectual property rights.

5.3 Cognizant Proprietary Intellectual Property. Client acknowledges that as part of delivering the Services, Cognizant personnel may utilize proprietary software, methodologies, tools, specifications, drawings, sketches, models, samples, records, documentation, works of authorship, creative works, ideas, know-how, data or other materials which have been or are originated, developed, licensed, purchased, or acquired by Cognizant or its Affiliates or subcontractors (collectively, "Cognizant Proprietary Intellectual Property"). Client agrees that Cognizant Proprietary Intellectual Property and Residual Information, any derivatives of Cognizant Proprietary Intellectual Property or Residual Information, is the sole property of Cognizant (or its licensors) and that Cognizant (or its licensors) will retain sole and exclusive title to and ownership thereof. If any Cognizant Proprietary Intellectual Property owned by Cognizant is embedded in Work Product, Cognizant grants to Client a worldwide, royalty free, non-exclusive, transferable, perpetual license to use, execute and perform such Cognizant Proprietary Intellectual Property as a functional element of the applicable Work Product, subject to any additional terms or limitations set forth in the applicable Statement of Work, and provided that no portion of the Cognizant Proprietary Intellectual Property is separated or unbundled from the applicable Work Product or used as a stand-alone product or development tool. Except as expressly provided in the foregoing sentence, nothing contained in this Agreement or otherwise shall be construed to grant to Client any right, title, license or other interest in, to or under any Cognizant Proprietary Intellectual Property (whether by estoppel, implication or otherwise). Any license to Cognizant Proprietary Intellectual Property that is not embedded in Work Product or that is commercially available will be pursuant to a separate license agreement between Client and Cognizant (or its licensor).

5.4 Third Party Items. Cognizant shall obtain Client's prior written consent before embedding in Work Product or installing in Client's environment any proprietary third party tools or applications. If any third party tools, applications, utilities and cloud infrastructure are distributed, resold, or provided to Client in connection with this Agreement (collectively, "Third Party Items"), such Third Party Items shall be provided AS -IS and made available to Client under a separate agreement between Client and the licensor of the Third Party Item or may be made available to Client by Cognizant under a separate agreement or pass -through terms set forth in an SOW, which shall apply to the relevant Third Party Item(s) in lieu of any of the terms of this Agreement.

5.5 Installation of Tools. Cognizant may use certain Cognizant owned or licensed Tools (the "Tools"), including those set forth in the applicable SOW in connection with its performance of the Services. The Tools are Cognizant's confidential information. As between Cognizant and Client, Cognizant is the sole owner of the Tools, together with all modifications, enhancements and changes to the Tools. Client consents to Cognizant's installation of the Tools onto Client's systems. Only Cognizant may install, configure, control, or grant access to the Tools. Client agrees that Cognizant may uninstall and remove the Tools at any time, and that the consent set forth in this paragraph is not a software license or subscription agreement. Cognizant will use the Tools as installed on Client's systems solely to perform the Services for Client.

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6. CONFIDENTIAL INFORMATION.

6.1 Confidentiality Obligations. For a period of three (3) years from the date of disclosure of the applicable Confidential Information (as hereinafter defined), Client and Cognizant shall each (i) hold the Confidential Information of the other in trust and confidence and avoid the disclosure or release thereof to any other person or entity by using the same degree of care as it uses to avoid unauthorized use, disclosure, or dissemination of its own Confidential Information of a similar nature, but not less than reasonable care, and (ii) not use the Confidential Information of the other Party for any purpose whatsoever except as expressly contemplated under this Agreement or any Statement of Work. Except with the express written consent of the other Party, each Party shall disclose the Confidential Information of the other Party only to those of its and its affiliates' employees officers, directors, subcontractors, agents or representatives having a legitimate need to know the information for the purposes of this Agreement ("Representatives") and shall take all reasonable precautions to ensure that such Representatives comply with the provisions of this Section 6.1.

6.2 Definition. The term "Confidential Information" shall mean any and all information or proprietary materials other than Personal Information (as defined in Exhibit A attached hereto) (in every form and media) not generally known in the relevant trade or industry and which has been or is hereafter disclosed or made available by either Party (the "disclosing party") to the other (the "receiving party") in connection with the efforts contemplated hereunder, including (i) all trade secrets, (ii) existing or contemplated products, services, designs, technology, processes, technical data, engineering, techniques, methodologies and concepts and any information related thereto, and (iii) information relating to business plans, sales or marketing methods and customer lists or requirements.

6.3 Exceptions. The obligations of either Party under Section 6.1 will not apply to information (other than Personal Information) that (i) was in the receiving party's possession at the time of disclosure and without restriction as to confidentiality, (ii) at the time of disclosure is generally available to the public or after disclosure becomes generally available to the public through no breach of agreement or other wrongful act by the receiving party, (iii) has been received from a third party without restriction on disclosure and without breach of agreement by the receiving party, or (iv) is independently developed by the receiving party without regard to the Confidential Information of the disclosing party. In addition, the receiving party may disclose Confidential Information as required to comply with binding orders of governmental entities that have jurisdiction over it; provided that the receiving party (a) gives the disclosing party reasonable written notice to allow the disclosing party to seek a protective order or other appropriate remedy, (b) discloses only such Confidential Information as is required by the governmental entity, and (c) uses commercially reasonable efforts to obtain confidential treatment for any Confidential Information so disclosed.

7. DATA PROTECTION

7.1 Data Protection. If and to the extent that the Services require Cognizant to process Client's Personal Information, the Parties shall abide by the terms set forth under Exhibit A attached hereto.

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8. INDEMNIFICATION.

8.1 Intellectual Property Rights Indemnity. Cognizant and Client (in such case, the "indemnifying party") each agree to indemnify and hold harmless the other (in such case, the "indemnified party") from and against any costs and damages awarded against the indemnified party by a court pursuant to a final judgment as a result of, and defend the indemnified party against, claims of infringement of a U.S. patent or registered copyright or misappropriation of any trade secret related to a Deliverable (in the case of indemnification by Cognizant) or any claim relating to Cognizant's possession, use or modification of any software, documentation, data or other property provided by Client (in the case of indemnification by Client).

8.2 Intellectual Property Rights Exclusions. Cognizant shall have no obligation under Section 8.1 or other liability for any infringement or misappropriation claim resulting or alleged to result from: (i) modifications made other than by Cognizant, (ii) use of the Deliverables in combination with any equipment, software or material not approved or provided by Cognizant, (iii) Client's use or incorporation of materials not provided by Cognizant, (iv) the instructions, designs or specifications provided by Client; (v) any software or other materials furnished by any third party; or (vi) Client's continuing the allegedly infringing activity after being notified thereof or after being informed and provided with modifications that would have avoided the alleged infringement.

8.3 Infringement Remedies. In the event of an infringement or misappropriation claim as described in Section 8.1 above arises, or if Cognizant reasonably believes that a claim is likely to be made, Cognizant, at its option and in lieu of indemnification, may: (i) modify the applicable Deliverables so that they become non -infringing but functionally equivalent; or (ii) replace the applicable Deliverables with material that is non -infringing but functionally equivalent; or (iii) obtain for Client the right to use such Deliverables upon commercially reasonable terms; or (iv) remove the infringing or violative Deliverables and refund to Client the fees received for such Deliverables that are the subject of such a claim based on a five (5) year straight line depreciation. This Section 8 sets forth the exclusive remedy and entire liability and obligation of each Party with respect to intellectual property infringement or misappropriation claims, including patent or copyright infringement claims and trade secret misappropriation.

8.4 Personal Injury and Property Damage Indemnity. Cognizant and Client each agree to indemnify, defend and hold harmless the other from and against any and all claims, actions, damages, liabilities, costs and expenses, including reasonable attorneys' fees and expenses, arising out of third party claims for bodily injury or damage to real or tangible personal property, not including software, data, and documentation, to the extent caused directly and proximately by the gross negligence or willful misconduct of the indemnifying party, its employees or agents.

8.5 Indemnification Procedures. The obligations to indemnify, defend and hold harmless set forth above in this Section 8 will not apply to the extent the indemnified party was responsible for giving rise to the matter upon which the claim for indemnification is based and will not apply unless the indemnified party (i) promptly notifies the indemnifying party of any matters in respect of which the indemnity may apply and of which the indemnified party has knowledge; (ii) gives the indemnifying party full opportunity to control the response thereto and the defense thereof, including any agreement relating to the settlement thereof, provided that the indemnifying party shall not settle any such claim or action without the prior written consent of the indemnified party; and (iii) cooperates with the indemnifying party, at the indemnifying party's cost and expense in the defense or settlement thereof. The indemnified party may participate, at its own expense, in Confidential Information7

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such defense and in any settlement discussions directly or through counsel of its choice on a monitoring, non -controlling basis.

9. WARRANTY.

9.1 Limited Warranty. Cognizant warrants the following:

9.1.1 the applicable Services rendered hereunder will be performed by qualified personnel;

9.1.2 the Professional Services performed will substantially conform to any applicable requirements set forth in the Statement of Work for a period of thirty (30) days (the "Warranty Period") following performance of such Professional Services; and

9.1.3 during the Warranty Period, the Deliverable(s) will materially conform to the corresponding product specifications set forth in the applicable Statement of Work for such Deliverable.

9.2 Remedies. Cognizant does not warrant that any Deliverable will operate uninterrupted or error -free, provided that Cognizant shall remain obligated pursuant to this Section 9. In the event that any Deliverable or Service fails to conform to the foregoing warranty in any material respect, the sole and exclusive remedy of Client will be for Cognizant, at its expense, to promptly use commercially reasonable efforts to cure or correct such failure. The foregoing warranty is expressly conditioned upon (i) Client providing Cognizant with prompt written notice of any claim thereunder prior to the expiration of the applicable Warranty Period, which notice must identify with particularity the non -conformity; (ii) Client's full cooperation with Cognizant in all reasonable respects relating thereto, including, in the case of modified software, assisting Cognizant to locate and reproduce the non -conformity; and (iii) with respect to any Deliverable, the absence of any alteration or other modification of such Deliverable by any person or entity other than Cognizant.

9.3 Disclaimer. EXCEPT AS EXPRESSLY PROVIDED IN SECTION 9.1, COGNIZANT

DOES NOT MAKE OR GIVE ANY REPRESENTATION OR WARRANTY OR CONDITION OF

ANY KIND, WHETHER SUCH REPRESENTATION, WARRANTY, OR CONDITION BE

EXPRESS OR IMPLIED, INCLUDING ANY WARRANTY OF MERCHANTABILITY, QUALITY,

OR FITNESS FOR A PARTICULAR PURPOSE OR ANY REPRESENTATION, WARRANTY OR CONDITION FROM COURSE OF DEALING OR USAGE OF TRADE.

9.4 Responsibility of Client. In the event that Client asserts any claim for warranty services hereunder and such claim relates to any matter that is determined not to be Cognizant's responsibility hereunder (including any problem with Client's third party vendors, Client's computer hardware or software that was not caused by any Services performed by Cognizant), Client will be responsible to pay Cognizant for all costs incurred for all evaluation, correction or other services performed by Cognizant relating to such claim on a time and materials basis at Cognizant's then standard billing rates.

10. LIMITATION OF LIABILITY AND REMEDIES.

10.1 Exclusion of Damages. In no event shall either Party be liable to the other Party or any other person or entity for any lost profits, special, exemplary, indirect, incidental, consequential or punitive damages or liabilities, or for any costs (including transition costs) associated with procuring substitute or replacement services, of any kind or nature whatsoever (collectively, "Indirect Damages"), whether in an action based on contract, warranty, strict liability, tort or Confidential Information8

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otherwise, even if such Party has been informed in advance of the possibility of such Indirect Damages or such Indirect Damages could have been reasonably foreseen by such Party.

10.2 Total Liability. In no event shall Cognizant's liability to Client or any other person or entity arising out of or in connection with this Agreement or the Services exceed, in the aggregate, the total fees paid by Client to Cognizant for the particular Service or Deliverable with respect to which such liability relates (or in the case of any liability not related to a particular portion of the Services, the total fees paid by Client to Cognizant under the applicable Statement of Work) in the twelve (12) month period preceding the last act or omission giving rise to any such liability, whether such liability is based on an action in contract, warranty, strict liability or tort (including, without limitation, negligence) or otherwise. The limitations specified in this Section 10 will survive and apply even if any limited remedy specified in this Agreement is found to have failed of its essential purpose.

11. EMPLOYEES.

11.1 No Employee Relationship. Neither Party's personnel shall be deemed to be employees of the other Party. Each Party and its Affiliates shall be solely responsible for the payment of all compensation to its employees, including provisions for employment taxes, workmen's compensation and any similar taxes associated with employment of its personnel. A Party's employees shall not be entitled to any benefits paid or made available by the other Party to its employees.

11.2 Non -Solicitation Obligations. During the term hereof and for a period of twelve (12) months thereafter, neither Party shall, directly or indirectly, solicit for employment or employ, or accept services provided by, (i) any employee of the other Party (including employees of Cognizant's Affiliates); or (ii) any former employee of the other Party (including former employees of Cognizant's Affiliates) who performed any work in connection with or related to the Services.

11.3 Subcontractors and Third Party Providers. In addition to the right to engage Affiliates to provide Services as specified hereunder, Cognizant may engage non -Affiliate third parties which will be responsible for providing a portion of the Services that Cognizant provides to Client (such as field services and end user support) where such services are not dependent on a product being provided by such third party ("Subcontractors"), provided that such Subcontractors have executed appropriate confidentiality agreements with Cognizant. Cognizant may also (i) engage vendors providing equipment or software (and services in support of such equipment or software) to support the provision of Services and/or (ii) subcontract for third party services or products that are not principally dedicated to performance of Services for the Client, which are not material to a function constituting a part of the Services, do not result in a material change in the way Cognizant conducts its business, or are composed of small scale temporary labor (collectively, "Third Party Providers"). For the avoidance of doubt, Third Party Providers shall not be deemed "Subcontractors" as such term is defined under this Section 11.3. Cognizant may engage such Third Party Providers pursuant to such Third Party Providers' standard terms and conditions.

Client shall agree in writing to be bound by the Third Party Providers' standard terms and conditions to the extent necessary, if at all, for Client to (iii) be able to use of the relevant Third Party Provider's product or services in connection with its receipt of the Services and/or (iv) make use of any of the Services supported by such Third Party Provider's product/services. No engagement of Subcontractors or Third Party Providers hereunder will relieve Cognizant from any of its obligations under this Agreement.

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11.4 Nondiscrimination. To the extent applicable to Services under this Agreement, Cognizant shall abide by the requirements of 41 C.F.R. §§ 60-1.4(a), 60-300.5(a) and 60- 741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, sexual orientation, gender identity or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.

12. TERM AND TERMINATION.

12.1 Term. The Agreement is effective as of the date on the Agreement and shall continue in effect for an initial term ending three years thereafter. The Agreement shall thereafter continue in effect for successive one-year terms, unless not later than sixty (60) days prior to the end of the then -current term, either party shall notify the other that the Agreement shall expire, in which event the Agreement shall expire on the last day of the then -current term (except with respect to any Statement of Work for which the term set forth in such Statement of Work has not yet been completed, which Statement of Work shall continue until expiration or termination).

12.2 Termination or Suspension. This Agreement may be terminated in whole or in part by either Party (the "non -breaching party") upon written notice to the other Party if any of the following events occur by or with respect to such other Party (the "breaching party"): (i) the breaching party commits a material breach of any of its obligations hereunder and fails to cure such breach within thirty (30) days after receipt of notice of such breach or fails to reach an agreement with the non - breaching party regarding the cure thereof; or (ii) any insolvency of the breaching party, any filing of a petition in bankruptcy by or against the breaching party, any appointment of a receiver for the breaching party, or any assignment for the benefit of the breaching party's creditors. In addition to any right to terminate as provided in this Agreement, the Parties agree that in connection with any dispute for which Client withholds the payment of charges pursuant to this Agreement, if the total amount being disputed (other than amounts in dispute resulting from clear billing errors of Cognizant), plus any amount that is undisputed but past due and any interest that has accrued thereon, exceeds the amount of fees billed by Cognizant in the then -prior three-month period (the "Disputed Amount Threshold"), Cognizant may, without liability to Client or its Affiliates, with at least 30 days' prior written notice to Client, suspend the further delivery of Services that are not paid for in advance until all payment disputes are resolved using the dispute resolution process set forth in this Agreement. If Client pays the Disputed Amount, Cognizant shall promptly recommence performance of the Services and all Cognizant timing obligations and delivery commitments under this Agreement and/or each applicable SOW shall be extended by the number of days between the date of suspension and the date Cognizant recommences performance of the relevant Services.

12.3 Payment upon Termination. Upon termination, Cognizant will be entitled to recover payment for all Services rendered through the date of termination (including for work in progress), and in the event of termination of this Agreement, in whole or in part, by Cognizant pursuant to this Section 12, Cognizant will also be entitled to recover those reasonable costs incurred in anticipation of performance of the Services to the extent they cannot reasonably be eliminated.

12.4 Survival. In the event of termination or upon expiration of this Agreement, Sections 3, 5, 6, 8, 9 (subject to the expiration of any warranty period), 10, 11, 12, and 13 hereof will survive and continue in full force and effect.

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13. MISCELLANEOUS.

13.1 Governing Law. This Agreement will be governed by the laws of the State of New York, without reference to the principles of conflicts of law. The Parties acknowledge and agree that this Agreement relates solely to the performance of services (not the sale of goods) and, accordingly, will not be governed by the Uniform Commercial Code of any State having jurisdiction. In addition, the provisions of the Uniform Computerized Information Transaction Act and United Nations Convention on Contracts for the International Sale of Goods shall not apply to this Agreement.

13.2 Dispute Resolution.

13.2.1 Informal Negotiations. In the event of any dispute, controversy, or claim of any kind arising out of or relating in any way to this Agreement or the breach thereof (each a "Dispute"), prior to filing a notice of arbitration, the Party claiming a Dispute shall send a written notice to the other Party describing the basis for the Dispute and the requested remedy, and inviting the other Party to have its executive confer with a named executive of the claiming party to attempt to negotiate a resolution. The claiming Party may file the notice of arbitration in accordance with the Rules (defined below) after the executive conference is completed, if the invitation to confer is declined, or if, within ten (10) business days after the Dispute notice is delivered, there is no response to the invitation or the Parties are unable to schedule the conference.

13.2.2 Arbitration. Subject only to Section 13.2.4 below, any Dispute that is not settled through the negotiation process required under Section 13.2.1, shall be settled by final and binding arbitration administered by the International Centre for Dispute Resolution under the International Dispute Resolution Procedures — International Arbitration Rules (available at WWW.ICDR.ORG) (the "Rules"). The Parties waive any right to mediate a Dispute and any mediation provisions contained in the Rules shall not apply.

13.2.3 Arbitration Process. In -person hearings or meetings with the arbitrator(s) shall be held in New York, New York and the seat of the arbitration shall be New York, New York. The sole arbitrator, or the presiding arbitrator in the case of a three -arbitrator panel, shall either be a retired judge or a lawyer with at least ten (10) years of experience in information technology matters. Each award shall include written findings of fact and conclusions of law and shall be final and binding, except that if the arbitration is conducted by a single arbitrator and US$10,000,000 or more in damages are awarded against a Party (exclusive of interest, attorneys' fees, and arbitration fees and costs), that Party may appeal the award to a panel of three arbitrators pursuant to the Optional Appellate Arbitration Rules of the American Arbitration Association. The existence of a Dispute or the content or result of any award shall constitute the Confidential Information of both parties and the parties shall require that the arbitrator of any Dispute be bound to maintain the confidentiality of such Confidential Information. All informal and formal negotiations between the Parties regarding a Dispute shall be treated as compromise and settlement negotiations under applicable rules of evidence and no written or oral statements of position or offers of settlement made during the informal or formal Dispute resolution procedures shall be offered into evidence for any purpose, or constitute an admission or waiver of rights by either Party.

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pending the resolution of a Dispute in accordance with these procedures, including injunctive relief and specific performance, or (b) enter or enforce any final and binding arbitration award.

13.3 Binding Effect and Assignment. Neither Party may assign or otherwise transfer any of its rights, duties or obligations under this Agreement without the prior written consent of the other Party, except either Party may, upon prior written notice to the other Party (but without any obligation to obtain the consent of such other Party), assign this Agreement or any of its rights hereunder to any Affiliate of such Party, or to any entity who succeeds (by purchase, merger, operation of law or otherwise) to all or substantially all of the capital stock, assets or business of such Party, if such entity agrees in writing to assume and be bound by all of the obligations of such Party under this Agreement. This Agreement shall be binding upon and inure to the benefit of the Parties hereto and their respective successors and permitted assignees.

13.4 No Third Party Beneficiaries. This Agreement shall not confer any rights or remedies upon any person other than the Parties and their respective successors and permitted assigns.

13.5 Notices. All notices required by this Agreement will be given in writing to the other Party and delivered by registered mail, international air courier, facsimile, or the equivalent. Notices will be effective when received as indicated on the facsimile, registered mail, or other delivery receipt.

All notices will be given by one Party to the other at its address stated on the first page of this Agreement unless a change thereof previously has been given to the Party giving the notice.

13.6 Amendments and Waivers. This Agreement may be modified only by a written amendment executed by duly authorized officers or representatives of both Parties. No waiver by either Party of any right or remedy hereunder shall be valid unless the same shall be in writing and signed by the Party giving such waiver. No waiver by either Party with respect to any default, misrepresentation, or breach of warranty or covenant hereunder shall be deemed to extend to any prior or subsequent default, misrepresentation, or breach of warranty or covenant hereunder or affect in any way any rights arising by virtue of any prior or subsequent such occurrence.

13.7 Severability. If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, then such provision shall be severed from this Agreement and the remaining provisions will continue in full force.

13.8 Counterparts. This Agreement and each Statement of Work may be executed in several counterparts and by facsimile signature, each of which will be deemed an original, and all of which taken together will constitute one single agreement between the Parties with the same effect as if all the signatures were upon the same instrument. A telecopy signature shall be as legally effective as an original signature.

13.9 Entire Agreement. This Agreement and all Statements of Work attached hereto constitute the complete and exclusive statement of the agreement between the Parties and supersede all proposals, oral or written, and all other prior or contemporaneous communications between the Parties relating to the subject matter herein.

13.10 Press Releases and Announcements. Either Party may make any public disclosure it believes in good faith is required by applicable law, regulation or stock market rule (in which case the disclosing party shall use reasonable efforts to advise the other Party and provide it with a copy of the proposed disclosure prior to making the disclosure).

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13.11 Headings. The section headings contained in this Agreement are inserted for convenience only and shall not affect in any way the meaning or interpretation of this Agreement.

13.12 Consents and Approvals. Except where expressly provided as being in the discretion of a Party, where approval, acceptance, consent or similar action by either Party is required under this Agreement or the applicable Statement of Work, such action shall not be unreasonably withheld or delayed.

IN WITNESS WHEREOF, Cognizant and Client have caused this Agreement to be signed and delivered by their duly authorized officers, all as of the date first herein above written.

COGNIZANT WORLDWIDE LIMITED [CLIENT]
Signature: Signature:

Print Name: Print Name:

Title: Title:

Solely for the purpose of acknowledging that CTS US may perform local services in the United States of America in accordance with Section 1.1:

COGNIZANT TECHNOLOGY SOLUTIONS U.S. CORPORATION
Signature:

Print Name:

Title:

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EXHIBIT A

DATA PROTECTION AGREEMENT
This Data Protection Agreement (this "DPA"), is entered into by and between Cognizant Worldwide Limited (collectively with its Affiliates, "Cognizant") and ("Client") (each a "Party" and collectively, "Parties"), pursuant to the terms and conditions of the Master Services Agreement (the "Agreement") effective between the Parties.

General Data Protection Terms

1. Introduction.

1.1. Order of Precedence. This DPA is part of the Agreement, and the terms of this DPA are in addition to, and not in lieu of, the terms in the Agreement. The terms of this DPA shall prevail over any conflicting terms in the Agreement's other sections.

2. Definitions.

2.1. In this DPA:
a. "Access" or "Accessing" means to access, view, alter, use, process, transfer, store, host, disclose, erase, destroy, or dispose of Protected Data, and includes any operation or set of operations performed upon Protected Data, whether or not by automated means.
b. "Applicable Laws" means the privacy, data security, and data protection laws, directives, regulations, orders, and rules in the jurisdiction(s) applicable to the Cognizant and/or the Services provided under the Agreement. c. "Applicable Standards" means government standards, industry standards, and commercially reasonable practices related to privacy, data security or data protection that are applicable to Cognizant and the Services provided under the Agreement, or such other standards as otherwise agreed to by the Parties and specifically set forth in an applicable Statement of Work or other written agreement. d. "Authorized Person(s)" means the individual(s) to whom Client or Cognizant has granted Access to Protected Data.
e. "Employee Personal Data" means the Personal Information of the personnel of Cognizant, Cognizant's Affiliates, or Cognizant subcontractors or other representatives.
f. "European Data Protection Legislation" means Regulation 2016/679 of the European Parliament and of the Council on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC ("General Data Protection Regulation"), including any applicable delegated acts adopted by the European Commission and any applicable national legislation made under or otherwise adopted by Member States of the EEA Confidential Informationl4

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pursuant to specific rights or powers contained within the General Data Protection Regulation, together with any replacement legislation or any equivalent legislation of any other applicable jurisdiction and all other applicable laws and regulations in any relevant jurisdiction relating to the processing of personal data and privacy. g. "include" or "including" means including but not limited to. h. "Personal Data" means: any information relating to an identified or identifiable natural person; an identifiable person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that person. i. "Personal Information" means: (i) information relating to an identified or identifiable individual in any form or medium; (ii) information related to an identified or identifiable individual that is protected under Applicable Law (including Personal Data); or (iii) information that is not specifically about an identified or identifiable individual but, when combined with other information, may identify an individual. In the event that the definition of Personal Information in this DPA is inconsistent with a definition of Personal Data, Personal Information, or similar concept under an Applicable Law, then the definition of such concept under the Applicable Law shall prevail solely to the extent of the inconsistency.
"Protected Data" means the Personal Information to which Client has granted Cognizant access for the performance of Cognizant's obligations under the Agreement.
k. "Security Incident" means the unauthorized or unlawful destruction, loss, alteration, or disclosure of Protected Data caused by Cognizant's breach of this DPA. Security Incidents will not include unsuccessful attempts to Access Protected Information or to interfere with system operations in an information system, such as "scans" or "pings" on a firewall.

I. "Security Standards" has the meaning set forth in Section 5 of this DPA.

2.2. All capitalized terms that are not expressly defined in this DPA will have the meaning given to them in the Agreement. All examples are illustrative and not the sole or exclusive examples of a particular concept.

3. General Obligations.

3.1. Compliance. Cognizant agrees that, during the period in which Cognizant has been given Access to Protected Data, it will comply with its obligations under Applicable Laws.

Cognizant will provide commercially reasonable information, assistance, and cooperation regarding the processing of Personal Information as Client may reasonably require to enable Client to comply with Applicable Laws, including (when required by Applicable Laws) assisting Client (at Client's expense) with its security, notification, communication, recordkeeping, and reporting obligations under Applicable Laws.

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3.2. Purpose Limitation. Cognizant agrees that it will Access Protected Data: (i) in accordance with the lawful, written instructions of Client (provided such instructions are reasonable and provided that Client shall be responsible for any material costs incurred by Cognizant in order to comply with such documented instructions); (ii) for the proper management and administration of Cognizant or to carry out Cognizant's legal responsibilities under Applicable Laws; and (iii) to fulfill its obligations under the Agreement and the relevant Statement(s) of Work.

3.3. International Transfers of Personal Information. When applicable, and where required by Applicable Laws, the Parties agree to execute appropriate data transfer agreements to ensure the lawfulness of cross -border transfers of Personal Information.

3.4. Duty of Confidentiality. Cognizant agrees that Authorized Persons to whom Cognizant has granted Access to Protected Information will be subject to a duty of confidentiality (whether such duty is contractual, statutory, or otherwise).

3.5. Individual Rights. Cognizant will reasonably assist the Client to fulfill or resolve an individual's request for access to his or her Personal Information, including with respect to a request from a data subject to exercise any of his or her rights under Applicable Laws (including the rights of access, correction, blocking, objection, erasure and data portability, as applicable). If Cognizant receives such a request directly from the individual(s), Cognizant will promptly inform Client of the request.

3.6. Prohibited Personal Information. Client will not provide Cognizant with Access to Personal Information that contains any special categories of Personal Data or information related to criminal convictions and offenses that are not expressly disclosed in the relevant SOW(s).

4. Obligations for Special Categories of Personal Information.

4.1 European Data Protection Requirements. If Cognizant or a Cognizant Affiliate: (i) is established within the European Economic Area ("EEA"), Switzerland, or the UK and processes Personal Data of EEA or UK data subjects on behalf of Client or a Client Affiliate as part of the Services; (ii) processes Personal Data on behalf of a Client Affiliate established in the EEA, Switzerland, or the UK as part of the Services; or (iii) processes the Personal Data of data subjects located in the EEA, Switzerland, or the UK on behalf of the Client or a Client Affiliate as part of the Services, then the Parties will enter into additional EU-specific data privacy terms with respect to the Services that involve processing of such Personal Data.

4.2. HIPAA. If and to the extent Cognizant has Access to Protected Health Information as defined at 45 C.F.R. §160.103 ("PHI") subject to the Health Insurance Portability and Accountability Act of 1996 ("HIPAA"), then the Parties shall enter into a mutually agreeable Business Associate Agreement subject to the provisions of the Agreement.

5. Security Standards.

5.1. Minimum Security Standards. Cognizant agrees to implement and maintain commercially reasonable and appropriate administrative, technical, organizational, and physical controls designed to provide a level of security appropriate to the risk and to Confidential Informationl6

COLLABORATIVE

SOLUTIONS
A Cognizant Company
protect the confidentiality, integrity, and availability of Protected Data ("Security Standards"), including: (i) controls designed to secure facilities, infrastructure, data centers, servers, hard copy files, systems, equipment, applications, and devices used to Access Protected Data, including controls to monitor, prevent, detect, and respond to Security Incidents; (ii) policies and practices limiting Access to Protected Data only to Authorized Persons; and (iii) procedures to regularly assess and evaluate the effectiveness of the Security Standards.

5.2. Training. Cognizant will provide privacy and security training for all Authorized Persons who Access Protected Data.

5.3. Client Responsibility for Employee Personal Data. To the extent that Client has Access to Employee Personal Data, Client shall implement and maintain, in compliance with Applicable laws, a data privacy and security program to protect Employee Personal Data to a standard materially the same as those required of Cognizant hereunder. Client shall collect only the minimum necessary amount of Employee Personal Data to comply with Client's obligations under Applicable Laws.

6. Return and Disposal of Protected Data. Upon the earlier of Client's written request or termination or expiration of the Agreement, Cognizant will securely destroy or, at Client's expense, return the Protected Data in accordance with Client's reasonable written instructions. Cognizant agrees to return or destroy Protected Data within ninety (90) days of receipt of Client's written request or expiration or termination of the Agreement, as applicable; provided, however, that Cognizant may retain copies of Protected Information that Cognizant is legally required to retain, subject to a continued obligation to hold the same in confidence in accordance with this Agreement.

7. Security Incident Response.

7.1. Security Incident Response Program. Cognizant will maintain an incident response program in compliance with Applicable Laws to respond to Security Incidents.

7.2. Notice, Investigation, and Remediation. In the event of a Security Incident, Cognizant will notify Client without undue delay (and in no event more than seventy-two (72) hours after confirmation of the Security Incident). This notification will include, to the extent know at the time notice is sent: (i) a description of the Security Incident; (ii) the categories and types of Protected Data affected; and (iii) if applicable, the categories and number of data subjects and individual records affected. Additionally, Cognizant will promptly investigate and remedy the Security Incident, take commercially reasonable steps to mitigate the effects of the Security Incident and to prevent further Security Incidents, and take other actions required of it by Applicable Laws.

7.3. No Unauthorized Statements. Except as required by Applicable Laws, neither Party will make public statements concerning a Security Incident that references or identifies either Party, unless both Parties have provided express written consent for any such statement prior to its release.

8. Change in Law. If an Applicable Law becomes effective after the execution of this DPA and is inconsistent with the terms of this DPA or otherwise requires the Parties to amend this DPA or change the Services, the Parties agree to enter into good faith negotiations to make Confidential Inforinationl7

0 COLLABORATIVE

SOLUTIONS
A Cognizant Company
required changes to the Security Standards, the Services, and/or to amend this DPA or the Agreement.

9. Survival. Cognizant's obligations under this DPA will survive termination or expiration of the Agreement and/or completion of the Services solely to the extent Cognizant is required to Access Protected Data.

IN WITNESS WHEREOF, Cognizant and Client have caused this DPA to be signed and delivered by their duly authorized officers, all as of the date first herein above written.

COGNIZANT WORLDWIDE LIMITED [CLIENT]
Signature: Signature:

Print Name: Print Name:

Title: Title:

Confidential Information!8

COLLABORATIVE

SOLUTIONS
a cognizant can:xn ry
I
workday.

City of Santa Maria
Enterprise Resource Planning (ERP) Software
and Implementation Services
November 14, 2022
Appendix B: Representative Resumes
Collaborative Solutions, LLC. Proprietary & Confidential 178

C9

COLLABORATIVE

SOLUTIONS
A Cognizant Company
Data Conversions Lead
This resource is a seasoned data consultant with 25+ years of experience in configuring, developing, and deploying HCM, Payroll, Financial, and Student applications. In addition to his 20 years of independent consulting experience in PeopleSoft, he also has eight (8) years of Workday data conversion experience, with over two (2) of those years leading the data conversion teams on the client side and passing data to multiple Workday Partners. This experience on the client side gives him a clear and unique understanding of what it takes to convert data from legacy systems to Workday.

Consulting Experience
Workday Data Conversion Consultant
Implementation Organized and Coordinated the Build activities from planning to deploy across the various Workday HCM, FIN, and Student functional areas for multiple Workday implementations.

Experience includes:
• Managing and coordinating all the build -related activities and tasks across the different Workday modules ensuring the timely completion of the build • Developing and managing the build project schedule and ensuring the completion of configuration and data conversion tasks
• Facilitating the daily build calls during the various build phases • Documenting data conversion issues and working with cross functional team to provide solution for each issue
• Providing Data Validation reports to ensure quality of data being converted into Workday.
• Developing report metrics to show issue resolution statistics.

Workday Data Conversion Lead
Implementation Served as the Data Conversion Lead on multiple Workday implementations.

Experience includes:
• Collaborating with the client's data conversion team to extract data from their legacy systems and format into the appropriate templates for loading into Workday.
• Loading the Core HCM, compensation, benefits, recruiting, talent, Payroll, Financials, and Student data using various implementation tools (Web Services, ETLtools, iLoads, EIBs, Advanced Load and Migration Recipes) • Facilitating the daily build calls with the clients and fellow Collaborative consultants during the various build phases.
• Managing and coordinating the workload and forecast of the data team for each project.

Data Conversion Lead

COLLABORATIVE

SOLUTIONS
Client -Side Experience
Data Conversion Manager
Responsible for extracting all data from PeopleSoft HCM and Payroll for loading into Workday. Led design sessions with the client to map data between the legacy systems and Workday. Led and attended design sessions with the Workday partner to map data from legacy systems to Workday.

Designed, developed and supported PeopleSoft HCM and payroll extract scripts.

Senior Consultant
Designed, developed, and supported a Workday HR to PeopleSoft Payroll and a Workday HR to PeopleSoft ELM interface system, including an extensive error recycle process. Developed data extracts to convert PeopleSoft HR/Payroll data for 50,000 teammates to Workday iLoad format.

Industries
• Retail
• Manufacturing
• Legal
• Utility
• Entertainment/Media
Skills Summary
Workday • Human Capital Management (HCM)
• Student Data Conversion
• Data Conversion & Configuration
Migration (via Object Transporter
(OX), EIB, iLoad, Migration Recipe,
Advanced Load)
• Cross Functional Data Conversion
PeopleSoft • Human Capital Management (HCM)
• Benefits Administration
• Payroll for North America
• Time and Labor
Relevant
Software
• PeopleSoft
• Clover ETL
• Smartsheet
• SharePoint
Global • 20+ Countries
Engagement
Experience
• Discovery & Gap Analysis
• Project Planning & Strategy
• Design/Solutions Review
• Knowledge Transfer
• Data Conversion/Validation
• Healthcare
• Banking/Financial Services
• Insurance
• Aerospace
• Higher Education
• Human Capital Management (HCM)
• Data Conversion & Configuration
Migration (via Object Transporter
(OX), EIB, iLoad, Migration Recipe,
Advanced Load)
• Cross Functional Data Conversion
• PS Query/Reporting
• Enterprise Learning Management
• PeopleTools
• Recruiting Solutions
• MS Office (Excel, OneNote,
Outlook, PowerPoint, Project, Word,
Access)
• Cross -Cultural Knowledge Transfer
• Testing (Unit, End -to -End, Smoke,
User Acceptance, Parallel)
• Demonstrations/Presentations
• Train -the -Trainer
• Job Aid Development

Data Conversion Lead

COLLABORATIVE

SOLUTIONS
Programming • PL/SQL • PeopleCode
Languages • Java • C++
• COBOL • Visual Basic
Other Mccomplishment
Education • DeVry, B.S., Management Information Systems, Phoenix, AZ • DeVry, A.S., Accounting, Phoenix, AZ
Training • Workday HCM Services Core • Workday Student Records • Workday Student Services Core • Cynergy'T Methodology Certifications • Workday Student Records
• Workday HCM
• Advanced Reporting
• Prism

0 COLLABORATIVE

SOLUTIONS
A Cognizant Company
Financial Functional Architect, CPA
This resource is a Director in the Financials Consulting practice. Workday -certified in Foundation Data Model (FDM), Financials, Grants and Reporting, and has partnered with clients through multiple phases of implementations to deliver solutions for their requirements. This resource has implemented Workday Financials with multiple public sector clients, provided insight and solutions in Pre -Delivery and Strategy phases for government, higher education, professional services, and healthcare clients, as well as served in an oversight role for all financial areas. This resource brings 15+ years of accounting experience in financial services, banking, and public accounting to projects as well as a deep knowledge of GASB, FASB, GAAP, and fund accounting and also manages a team of dedicated functional leads and consultants at Collaborative Solutions providing supervisory support and project oversight.

Consulting Experience
Workday Foundation Data Model (Lead)
Implementation Provided functional leadership and oversight on eight Workday implementation projects in the area of Foundation Data Model.

Experience includes:
• Managing all phases of the CynergyTM implementation methodology and ensuring the quality of the deliverables for area of responsibility • Leading consultative Planning, Discovery, Design and Solutions Review sessions for large audiences by providing demonstrations and engaging key client resources to fully understand business requirements
• Developing unique solutions to meet client needs, leveraging the suite of finance functionality, and optimizing security configuration to support various service delivery models
• Managed team through project deliverables, client meetings and presentations Workday Financial Accounting (Lead)
Implementation Provided functional leadership and oversight on two Workday implementation projects in the area of Financial Accounting.

Experience includes:
• Managing all phases of the CynergyTM implementation methodology and ensuring the quality of the deliverables for area of responsibility • Leading consultative Planning, Discovery, Design and Solutions Review sessions for large audiences by providing demonstrations and engaging key client resources to fully understand business requirements
• Guiding clients through the functional setup needed to support complex data conversion requirements, including transactional and organizational history, and supporting the validation of data from various legacy systems • Overseeing Unit Test scenario development and execution and partnering with clients throughout all phases of testing including End -to -End, Smoke, User Acceptance, and Parallel Testing
• Strategizing cutover plans and rollout activities for initial, cross -platform, and Phase 2 deployments
• Developing roadmap strategy and update plan for future functionality

Financial Functional Architect

COLLABORATIVE

SOLUTIONS
A Cognizant Company
Workday Budget (Lead)
Implementation Provided functional leadership and oversight on two Workday implementation projects in the area of Budget.

Experience includes:
• Managing all phases of the CynergyT"' implementation methodology and ensuring the quality of the deliverables for area of responsibility • Leading consultative Planning, Discovery, Design and Solutions Review sessions for global audiences by providing demonstrations and engaging key client resources to fully understand business requirements
• Configuring client requirements in Workday both with and without Adaptive Insights
Workday Grants Management (Lead)
Implementation Provided functional leadership and oversight on two Workday implementation projects in the area of Grants Management.

Experience includes:
• Managing all phases of the CynergyTM implementation methodology and ensuring the quality of the deliverables for area(s) of responsibility • Leading consultative Planning, Discovery, Design and Solutions Review sessions for global audiences by providing demonstrations and engaging key client resources to fully understand business requirements
• Configuring client requirements in Workday and ensuring that all federal and state reporting requirements are met
Client -Side Experience
Controller
Oversaw the daily operations of local government finance department. • Supervised accounts payable, procurement, general ledger, payroll, banking, and financial reporting staff
• Created and maintained relationships and improved financial processes for other organizations within the County such as local authorities and volunteer fire departments • Produced quarterly and annual financial reports
• Responsible for all areas of Workday implementation for Finance and Payroll Accountant
Assigned to various types of clients and engagements in a busy accounting firm. • Performed comprehensive audit tests on cash, accounts receivable, fixed assets, accounts payable, debt and numerous income statement accounts
• Conducted audits of government and higher education clients to analyze, document and assess clients' internal control systems
• Prepared all types of tax returns including individual, corporate, trust and nonprofit Industries
• Local Government • Higher Education
• Banking • Public Accounting

Financial Functional Architect

COLLABORATIVE

SOLUTIONS
A Cognizant Company
Skills Summary
Workday
Engagement
Experience
Relevant
Software
• Banking and Settlement
• Business Assets
• Customer Accounts
• Expenses
• Financial Accounting
• Design/Solutions Review
• Knowledge Transfer
• Demonstrations
• MS Office (Excel, OneNote, Outlook,
PowerPoint, Project, Word)
• Smartsheet
Other Accomplishment
Education
Training
Presentations
Recognition &
Awards
Certifications
• Procurement
• Supplier Accounts
• Time Tracking
• Organizations and Worktags
• Business Processes
Documentation
• Testing
• Data Conversion
• SharePoint
• Western Carolina University, MAcc, Accounting, Asheville, NC University of North Carolina, BA, Mathematics, Chapel Hill, NC • Workday Financials Services Core • Collaborative CynergyTM • Workday Advanced Reporting Methodology
Consulting Core • Workday Grants Management
• Workday FDM Certification
• Workday Altitude 2019 — Presenter
• Collaborative Solutions Instant Impact Award (2019)
• Workday Finance Certified (2020R2)
• Workday Grants Certified (2020R2)
• Workday Reporting Certified (2020R2)
• Workday FDM Certified (2020R2)

e�

COLLABORATIVE

SOLUTIONS
A Cognizant Company
HCM Functional Architect
Bobby is a well-rounded, knowledgeable Director in the Consulting Services practice who has played a pivotal role deploying Workday on both Launch and Workday Your Way implementations. Project experience includes domestic and international Workday implementations that span across a wide variety of industries. In addition to his Workday experience, Bobby has supported numerous mergers, acquisitions, dispositions, and reorganizations while working for a multinational conglomerate. Bobby also has project management experience in the areas of strategic development, economic development, public relations, and not -for -profits. Bobby's robust work experience is coupled with a strong educational background as he was a top performing graduate of the University at Albany's MBA program where he focused his studies in Human Resource Information Systems.

Consulting Experienc
Workday Functional Architect
Implementation Provided cross -functional leadership and oversight across all HCM functional areas on various Launch implementations: Experience includes:
• Architecting optimal cross -functional solutions and configuration strategy while maintaining awareness of cross -product touch points and impacts • Driving consistency across all phases of the XCELERATETM and CYNERGYTM implementation methodologies and ensuring the quality of the deliverables for functional areas
• Partnering with the cross -functional team and advising on functional considerations for project approach, change management, training • Serving as the escalation point for functional issues Workday Cross -Functional (Lead)
Implementation Led both Phase I and Phase II global HCM implementations with customers operating in over 50 countries. Experience includes:
• Supporting architect, configuration, testing, and deployment for all areas of the global implementation.
• Managing several aspects of data conversion, including iLoads and EIBS. • Leading Planning, Discovery, Design and Solutions Review sessions for global audiences
Workday Talent & Performance (Lead)
Implementation Led both Phase I and Phase II implementations configuring Performance Reviews, Performance Improvement Plans, Disciplinary Actions, Goal Management, and Talent. Partnered with the customers throughout all phases of the project, including Design, Solutions Review, End -to -End Testing, User Acceptance Testing, and Deployment.

Workday Compensation (Lead)
Implementation Core Compensation lead with experience implementing international configuration for both Phase I and Phase II implementations. Partnered with various leads to support Phase II implementations of Advanced Compensation and the

HCM Functional Architect
0 COLLABORATIVE

SOLUTIONS
Workday
optimization of core compensation. The optimization included enhancements to existing business processes, condition rules, and calculated fields.

Cross -Functional
Advised 3 production customers in the areas of Talent, Performance and Reporting. Experience incudes:
• Analysis and enhancement to review processes.
• Implementing new Workday functionality for an existing customer. This included an analysis of the current configuration, recommendations for implementing the solution, and configuration to allow the customer to test the new functionality.
• Consulting the customer on best practices, provided process documentation, and guided customers through testing.

Customer -Side Experience
Mergers & Acquisitions
Responsible for supporting the successful transitions of US and Global mergers, acquisitions, dispositions, and reorganizations in the areas of benefits administration, human resources, payroll, and compensation. Developed PeopleSoft and Oracle systems knowledge, then helped to design databases within these systems to track project activity. Lead the design and development of a new company site/library that eliminated waste and inefficient processes by roughly 85%, thus creating a more effective and efficient platform.

Federal & State Grant Coordinator
Served as a liaison between the State of New York and a local government to identify potential areas for economic growth. Managed a two -million -dollar budget that was used for the economic development of roughly 40 projects. The projects consisted of housing rehabilitation for low -to - medium income households, microenterprise start-ups, and the rehabilitation/reuse of existing commercial properties to enhance the quality of life in the surrounding economy.

Human Resource Analyst
Analyzed market trends and researched industry specific white -papers pertaining to Human Resource Information Systems, change management, and HR delivery then developed a questionnaire to distribute to HRIS SaaS customers. The questionnaire was designed to identify the best practices, strengths, and weaknesses of the current HRIS SaaS environment. Questionnaire data was then combined with additional research to develop a white paper with a unique perspective on the future of the HRIS SaaS environments.

Industries
• Education & Government
• Healthcare
• Nonprofit
• Manufacturing
• Banking & Financial Services
• Consumer Packaged Goods
• Retail
• Hospitality
• Technology Services

HCM Functional Architect

COLLABORATIVE

SOLUTIONS
Skills Summary
Workday
Engagement
Experience
Relevant
Software
• Human Capital Management
• Talent & Performance Management
• Business Process Design
• Reporting & Calculated Fields
• Compensation
• Onboarding
• Condition Rules
• Data Validation
• Configuration
• Demonstrations/Presentations
• Knowledge Transfer
• Oracle
• PeopleSoft
• SuccessFactors
• MS Office Suite
• Excel VBA
Other Accomplishment_
Education
Training
Recognition &
Awards
ACO nlConpany
• Staffing Models
• Reporting
• Organization Structure
• Security
• Data Conversion (iLoad, EIB, OX,
Solution)
• Job Aid Development
• End User Training
• Testing (Unit, End -to -End, Smoke,
User Acceptance, Parallel)
• SQL
• Excel VBA
• HTML
• Central Desktop
• SharePoint
• University at Albany, MBA, Human Resource Information Systems, Albany, NY • University at Albany, BA, Communications and Business, Albany, NY • Workday HCM Certified
• Workday Talent & Performance
Management Certified
• Workday Core Compensation
• Collaborative Cynergy'"'
Methodology
• Collaborative XCELERATE'M
Methodology
• 2016 Collabie Award: Rising Star
• 2017 Collabie Award: Miyagi
• 2018 Collabie Award: MVP
• 2021 Collabie Award: Secret Sauce
• General Electric Change
Acceleration Process (CAP)
• General Electric LEAN
Certifications • Workday HCM Consulting Core
• Workday Talent & Performance Management Consulting Core • Workday Core Compensation
• Workday Medium Enterprise Certification

0 COLLABORATIVE

SOLUTIONS
A Cognizant Company
Integrations Lead
This resource has over seven (7) years of integration consulting experience. As an Integration consultant, he has been a key resource on many system implementations and has a significant amount of experience leading his team and clients through all stages of the project lifecycle. He has experience leading both HCM and FINS/full platform implementations. He holds Workday certifications in Integrations and Studio.

Along with his project leadership experience, he has a very strong technical background, acting as a driving force in his client's overall integration architecture, including integrations with middleware. He has experience developing integrations with various tools and many different functional areas within Workday. This allows him to often leverage previous experiences when designing and developing new solutions. He has led multiple Phase 1 and Phase 2 implementations and possesses strong technical and communication skills.

Consulting Experience
Workday Integrations Lead Consultant
Implementation Provided Integrations leadership on six Workday large-scale implementations for US and global clients.

Experience includes:
• Leading a team of integration consultants to design, develop and support integrations for various functional areas, including HCM, Financials, Payroll, Benefits, and Recruiting
• Strategizing and providing guidance on overall system architecture and enhancing existing processes
• Setting standards in place for both the client and the implementation team to ensure consistency and organization across project deliverables. • Assisting team with design and build details for various integrations to ensure a quality product and that best practices are followed
• Guiding client resources on integration development and maintenance to ensure that client is setup for success
• Influencing key project decisions and implementation timeline • Maintaining integrations tracker and providing status updates to client leadership on a weekly basis
• Conducting weekly status calls with project team and managing project timeline • Leading all phases of the project from initial planning phase through post - production support
• Planning and architecture of Middleware integration solutions with Workday • Completing Delivery Assurance reviews and instructing clients on Workday best practices for integration development
• Performing integration tenant migrations

Integrations Lead

COLLABORATIVE

SOLUTIONS
Workday
Implementation
Planet
Hollywood
International
Industries
Skills Summary
Workday
Global
Engagement
Experience
A Cognlunl Company
Integrations Consultant
Served as Principal Consultant on five (5) Workday implementation projects across multiple industries for US and global clients.

Experience includes:
• Building multiple Payroll, Benefits, Financials and Recruiting integrations using Enterprise Interface Builder, Cloud Connect, and Workday Studio • Leading and participating in integration design sessions with client and third - party vendors
• Creating integration design documents, unit testing scenarios, and operations guides
• Mentoring client resources on various integration tools and providing knowledge transfer for clients to take over maintenance of integrations • Performing integration tenant migrations
• Supporting End -to -End and User Acceptance testing
IT Helpdesk
Performed in IT help desk role for two years.

Experience includes:
• Working with IT team to troubleshoot various tech issues throughout the company
• Writing scripts for automating administrative tasks
• Solving problems with hardware and 05 performance
• Consulting
• Technology
• Steel
• Energy
• Higher Education
• Reporting & Calculated Fields
• Integrations
• RaaS
• Document Transformation
• Migration Tools (iLoad/OX)
• SOAP/REST Web Services
• 3 countries
• Integration Development
• Gathering Requirements
• Integration Testing
• Functional Design
• System Architecture
• Insurance
• Manufacturing
• Mass Media
• Food and Beverage
• Business Process Design
• Enterprise Interface Builder
• Cloud Connect for Benefits
• Payroll lnterface
• Workday Studio
• Configurable Security
• User Acceptance Testing
• Post -Production Support
• Knowledge Transfer
• Strategy/Planning
• Business Development

Integrations Lead
Relevant • MS Suite (Excel, Visio, OneNote, • oXygen XML Editor Software Outlook, PowerPoint, Project, Word) • Workday Studio • SOAP Ul • WinSCP
• SAP
Programming • SQL
Languages • XML/XSLT
• Powershell

COLLABORATIVE

SOLUTIONS
A CognIUnl Company
Other Accomplishments
Education • University of Central Florida, B.S., Information Technology, Orlando, FL Training
• Workday HCM Services Core
• Workday Integration Basics
• Workday Studio Training
• Collaborative CynergyTM Methodology
Certifications • Workday Integrations (W22-36)
• Workday Studio (W24-36)

COLLABORATIVE

SOLUTIONS
A Cognizant Company
OC&T Lead
This resource is a senior member of the Organizational Change & Training team with 10+ years of professional experience in change management, training, and client services. They have a Bachelor of Education from the University of Georgia and a Bachelor of Applied Science with an emphasis in Organization and Human Resource Management from Santa Fe College. This resource is experienced in change management and training for Workday Talent and Performance Management, Benefits, Absence and Time Tracking, Advanced Compensation, Onboarding, Financials, and HCM and serves as the Workday Recruiting lead for the Organizational Change & Training team. In this role, they have worked with clients like the University of Southern California, the University of Nevada at Las Vegas, Florida Virtual School, Emerson College, Campbell's, and Mass Mutual Insurance. This resource has produced software -based videos for clients and has developed and delivered comprehensive training programs. With each new project, they are dedicated to a superior level of commitment, professionalism, and client advocacy.

Consulting Experience
Workday Organizational Change & Training (Change Architect) Implementation Served as Organizational Change & Training Change Architect on five implementation projects covering various Workday HCM and Financials modules.

Experience includes:
• Providing leadership and project oversight
• Conducting client check -ins at various stages of the project to ensure that milestones are being met
• Providing quality assurance reviews of change management, communications, and training materials
• Supporting the client relationship and acting as a link between the project resources and executive sponsors
Workday Organizational Change & Training (Lead)
Implementation Served as Organizational Change & Training Lead on multiple implementation projects covering various areas of Workday, including: HCM, Financials, Advanced Compensation, Recruiting, Talent and Performance Management, Absence and Time Tracking, Payroll, and Benefits.

Experience includes:
• Creating Change Impact Assessment to document current state versus future state in the areas of company processes, culture, and system design and then use that information to identify areas of high impact for change • Collaborating with the client's Change Management Lead to create a strong Communications Plan and execute the activities as prescribed in the project timeline
• Organizing and advising a Change Champion Network to help garner support and awareness throughout the organization and assess feedback as it is provided throughout the lifecycle of the project

Change Architect

COLLABORATIVE

SOLUTIONS
A Cognizant compare,
• Developing training strategy materials such as the Training Needs Assessment, Curriculum Plan, and Development Plan to systematically identify and track the audiences in need of training, and the appropriate method(s) for delivering training to these groups
• Co -Delivering instructor -led classroom training sessions with the client's Change Management and Training Leads
Workday Training (Lead)
Implementation Provided training leadership and oversight on several Workday implementation projects in the areas of Recruiting, HCM, Absence & Time Tracking, Talent & Performance Management, Benefits, and Payroll.

Experience includes:
• Consulting on the training strategy, approach, and communications for end - user training plans
• Creating all training planning documents, including a comprehensive Training Needs Assessment and Curriculum Plan for each end -user role • Spearheading the development of all training materials, including job aids, practice activities, videos, webinars, PowerPoint training decks, and guided demonstrations
• Delivering instructor -led training sessions to end -users, including global audiences
• Delivering web -based training sessions to end -users • Providing guidance on project timelines, estimates, and forecasts • Serving as internal Quality Assurance Lead for all training materials • Advising on the strategy for, and executing the necessary system preparation for successful Instructor -led training sessions and Train -the -Trainer sessions • Conducting end -user adoption surveys and evaluations and using metrics to advise on reinforcement activities
Workday
Implementation
Industries
Training
Served as Organizational Change & Training Principal on multiple Workday implementation projects in the areas of Recruiting, Talent & Performance Management, HCM, Advanced Compensation, Financials, Absence & Time Tracking, and Benefits.
• Higher Education
• Government
• Consumer Packaged Goods
• Retail
• Hospitality
• Nonprofit
• Healthcare & Insurance
• Financial Services
• Technology

Change Architect

COLLABORATIVE

SOLUTIONS
ACoPdaantCompany
Skills Summary
Workday
Engagement
Experience
Relevant
Software
• Human Capital Management
• Financials
• Organizations
• Business Processes
• Self -Service (ESS/MSS)
• Team Lead
• Impact Analysis & LOE Estimates
• CynergyTM Methodology
• Client Relations
• Strategy & Planning
• Change Management Strategy
• Change Impact Assessments
• Stakeholder Assessments
• Readiness Assessments
• Communications Planning
• Change Champion Networks
• Training Strategy
• Training Needs Assessments
• MS Office (Excel, Outlook,
PowerPoint, Word)
• Smartsheet
Other Accomplishment
Education
Training
Presentations
Recognition &
Awards
Certifications
• Mobile
• Recruiting
• Absence
• Time Tracking
• Talent and Performance
• End -User Training
• Job Aid Development
• Demonstrations & Presentations
• Business Process Design
• Script writing and software -based
video production
• Curriculum Design
• End -User Training and
Documentation
• Power -User Training and
Documentation
• Business Communications
• Adobe Captivate
• SharePoint
• Box
• Santa Fe College, Bachelor of Applied Science, Organization Management & Human Resources, Gainesville, FL
• University of Georgia, Bachelor of Education, Social Science Education, Athens, GA
• Workday HCM Services Core
• Workday Practical
• Prosci' Methodology
• Collaborative CynergyTM
Methodology
• "Change Management and Training Overview", Regional User Group (RUG) Conference, Orlando, FL, 2016
• Collaborative's MVP Award, 2016
• Workday HCM Certification (W23-32)
• Prosci® Certified Change Practitioner

e�

COLLABORATIVE

SOLUTIONS
A Cognizant Company
Time Tracking/Payroll Lead
This resource has 20+ years of experience with a variety of HCM, Payroll, and Time and Attendance Applications. She has over 9 years of Workday experience focusing on the Absence Management and Time Tracking modules. Over the past several years she has served in the roles of Project Manager, Business Analyst, Team Lead and Consultant. Throughout her career, her primary focus has been on supporting various financial and HCM applications. She has experience working with 3`d party vendors and consultants implementing various software packages as well as extensive Business Process Design work and union environment knowledge. She brings her deep business understanding along with her strong system configuration experience to help deliver industry leading solutions for clients in the dynamic world of SaaS.

Consulting Experienc
Workday Cross Functional (Lead)
Implementation Provided functional leadership and oversight on multiple Workday implementation projects in the areas of Absence Management, Time Tracking & Payroll Interface.

Workday
Experience includes:
• Managing all phases of the Xcelerate and CynergyTM implementation methodology and ensuring the quality of the deliverables for area(s) of responsibility
• Leading consultative Planning, Discovery, Design and Solutions Review sessions for global audiences by providing demonstrations and engaging key client resources to fully understand business requirements
• Developing unique solutions to meet client needs across 40+ countries, leveraging the suite of global HCM functionality and optimizing security configuration to support various service delivery models • Guiding clients through the functional setup needed to support complex data conversion requirements, including transactional and organizational history, and supporting the validation of data from various legacy systems • Overseeing Unit Test scenario development and execution and partnering with clients throughout all phases of testing including End -to -End, Smoke, User Acceptance, and Parallel Testing
• Strategizing cutover plans and rollout activities for initial, cross -platform, and Phase 2 deployments
• Developing roadmap strategy and update plan for future functionality Partner Product Lead — Time Tracking
Served as product lead for Workday ecosystem since 2013. This includes serving as subject matter expert for time tracking product to entire ecosystem, presenting annually on knowledge sharing sessions and participating in product roadmap discussions.

Time Tracking/Payroll Lead

COLLABORATIVE

SOLUTIONS
Workday
Industries
A Cognisant �o•� V._
Delivery Assurance Reviewer — Time Tracking & Absence
Performed delivery assurance reviews for over multiple time tracking implementations. Provided guidance on best practices and functionality to ensure successful product go -lives.
• Nonprofit
• Legal
• Insurance
• Healthcare
• Financial
• Retail
• Real Estate
• Services
Skills Summary
Workday • Human Capital Management
• Data Conversion & Configuration
Migration (iLoad, OX, EIB, Solution)
• Business Processes
• Configurable Security
• Payroll
• Payroll Interface
• Integrations — Payroll
• Absence Management
• Education
• Manufacturing
• Technology
• Software
• Risk Assurance
• Oil & Gas
• Consumer Packaged Goods
• Telecommunications
• Time Tracking
• Organizations
• Extensibility
• Reporting & Calculated Fields
• Self -Service (ESS/MSS)
• Mobile
• Projects
• Integrations — Time Tracking
Global • 40+ countries, including US, Canada, APAC, EMEA, LATAM • Conducted local design sessions, data gathering, and knowledge transfer and user training
Languages
Engagement
Experience
Relevant
Software
• English
• Data Conversion
• Needs Assessment
• Gap Analysis
• Testing
• Strategy/Planning
• MS Office (Excel, OneNote, Outlook,
PowerPoint, Project, Word)
• Business & Technical Process
Documentation
• End User Training
• Process Re -Engineering
• Knowledge Transfer
• Smartsheet
Other Accomplishments
Education • University of Phoenix: BS Business Management

Time Tracking/Payroll Lead
0 COLLABORATIVE

SOLUTIONS
Training
• Workday HCM
• Workday Absence Management
• Workday Time Tracking
• Workday Onboarding
• Workday Medium Enterprise
• Workday Delivery Assurance
• Workday Report Writer
• Workday Calculated Fields
• Collaborative CynergyTM
Methodology
Presentations • Workday Time Tracking Knowledge Sharing Sessions Certifications • Workday HCM
• Workday Absence Management
• Workday Medium Enterprise
Associations
• Workday Time Tracking
• Workday Delivery Assurance
• Workday Product Lead — Time Tracking
• Workday Delivery Assurance Reviewer — Time Tracking

COLLABORATIVE

SOLUTIONS
a cognizant can:xn ry
I
workday.

City of Santa Maria
Enterprise Resource Planning (ERP) Software
and Implementation Services
November 14, 2022
Appendix C: Additional Information
Collaborative Solutions, LLC. Proprietary & Confidential 179

SAMPLE DA FORM (Cannot be Contracted)
ORDER FORM # Agreement Number

DELIVERY ASSURANCE (FIXED FEE)
Customer Name
Workday Entity Name
MSA Effective Date
Order Effective Date
Order Term End Date
Currency
Total Consulting Fees
City of Santa Maria ("Customer")
("Workday")
Parent Agreement Effective Date
The later of the dates beneath the parties'
signatures below.

TBD
USD
$$
Consulting Engagement Type
Delivery Assurance Checkpoints Reviews
Delivery Assurance Project Management Reviews
Products
Learning, Recruiting, Time Tracking, Financial Accounting, Customer Accounts, Grants Management, Procurement, Projects, Customer Contracts, Financial Planning, Prism Analytics
Number of Prism Use Cases
3 Customer Contact Billing Contact
Information
Contact Name
Street Address
City/Town,
State/Province/Region
Zip/Postal Code
Country
Phone/Fax #
Email (Required)
Phone: Fax:

This agreement (along with the tables above and Addendum attached hereto, this "Document") is entered into as of the Order Effective Date listed above and is subject to and governed by the primary Service subscription agreement (the "MSA") between the Workday customer listed above ("Customer") and the Workday entity listed above ("Workday"). In the event of a conflict between the terms of this Document and the terms of MSA, the terms of this Document shall prevail with respect to the subject matter hereof.

All capitalized terms not otherwise defined herein shall have the same meaning as in MSA. This Document is only valid and binding on the parties when executed by both parties and is further subject to the additional terms in Addendum A attached hereto.

Workday may extend the Order Term with respect to Workday's Delivery Assurance services without Customer's consent and at no additional cost to Customer, to the extent reasonably determined by Workday to be necessary or appropriate to perform the Delivery Assurance services.

Consulting Services and Scope. This Document describes Workday's Delivery Assurance consulting services ("Delivery Assurance" or "DA") that
Workday shall perform for Customer. Any service, deliverable, feature, or functionality not expressly identified in Addendum A is not in the scope of this Document.

Fees and Payment. Workday will perform the Delivery Assurance on a fixed fee basis. The Total Consulting Fees as set forth above shall be invoiced upon execution of this Document. The fixed fee amount does not include related travel and expenses. Expenses shall be invoiced on a monthly basis as incurred. Invoices are due in accordance with the MSA. All remittance advice and invoice inquiries can be directed to [email protected].

Termination. Unless terminated in accordance with this Section, this Document automatically terminates upon the earlier of: (i) completion of the Delivery Assurance services provided hereunder, or (ii) the termination of the MSA. Either party may terminate this Document for cause on the same terms as it may terminate the MSA for cause. Upon receipt of any notice of termination, Workday shall immediately cease performance of the Delivery Assurance services and Customer shall pay Workday within thirty (30) days after the date of termination for all Delivery Assurance services performed by Workday (included partially completed services) and travel and living expenses incurred up to the cessation of such services.

Notwithstanding any other provision to the contrary, termination or breach of this Document hereunder by either party for any reason shall not terminate nor give that party the right to terminate the MSA or any Order Forms thereto.

IN WITNESS WHEREOF, this Document is entered into as of the Order Effective Date, defined above.

City of Ventura
Workday, Inc.

Signature Signature
Name Name
Title Title
Date Signed Date Signed

ADDENDUM A ADDITIONAL TERMS — DELIVERY ASSURANCE

1. General
As part of Workday's Delivery Assurance services, Workday shall validate that Customer's deployment of the Service, as performed by a Workday services partner ("Partner"), follows the Workday deployment methodology and configuration standards. Workday is not responsible for the acts or omissions of any Partner or Customer personnel hereunder. As between the parties, Customer is responsible for Partner's compliance with this Document.

2. Description of Delivery Assurance Services

2.1 Checkpoint Reviews. Partner's consultant(s) and project manager responsible for Customer's deployment of the Service (collectively, the "Partner Deployment Team") shall review the configured application (and applicable integrations and reports developed by the Partner Deployment Team or Workday) and provide output from applicable tools to the Workday team using a method specified by the Workday team. The Workday team will review provided output and tools and provide feedback to Partner's consultant(s). Partner's project consultant shall be responsible for resolving any issues identified during the review, including any issues identified by Workday. For any issues that cannot be resolved, the Partner Deployment Team shall follow Workday's issue resolution process. A Partner project consultant shall review the checkpoint outcomes with Customer.

2.2 Project Management Reviews.
(a) Plan Review. Workday shall review Partner's project planning documents drafted during the Plan stage and the cutover plans detailing Customer's transition to the Service to determine whether the defined scope, tasks, and timelines are reasonable and align to the Workday deployment methodology. (i) Workday's Project Initiation Checkpoint is a detailed review for adherence to the Workday deployment methodology, an achievable schedule, and appropriate resourcing based upon scope and schedule.
(ii) The Cutover Plan review is a detailed review of the cutover plan and associated activities. This review shall help confirm that all important areas have been addressed to support a successful cutover to production and roll out of Customer's deployment of the Service in Production. (b) Periodic check -in calls. Workday shall conduct scheduled calls with the Partner Deployment Team and Customer to discuss the overall state of the deployment and determine if the project is continuing to meet expected timelines and activities.
(c) Deployment Readiness Reviews. Workday shall evaluate deployment/operational readiness at the end of each stage leveraging the Workday delivered review template. (d) Steering Committee. Workday shall participate in Steering Committee meetings. (e) Other Activities. Workday shall participate in additional project -related activities, such as project status meetings, as needed.

3. Conditions

3.1 The parties understand and agree that the reviews and other services provided under this Document shall be performed 100% offsite, unless expressly agreed by the parties in writing. Any onsite work shall be pre -agreed to by both parties in writing.

3.2 Customer is responsible for the timely coordination of its internal and Partner resources and shall facilitate regular participation of the Workday team in regular Steering Committee meetings. If Customer's actions or responsibilities hereunder are delayed or impact Workday's ability to perform the services for any reason, Customer understands and agrees that Workday may delay services, a Change Order may be required, and additional fees may be due.

3.3 The fees due under this Document are based on the deployment scope described in this Document and only cover work performed during the Order Term. Any changes to the scope may impact both the time required to complete the reviews and the total Fees. If Customer desires any changes to the scope, the additional work shall be subject to a separate agreement between the parties. This Document is noncancelable and Fees are non-refundable.

3.4 Workday may use Workday certified subcontractors to perform some or all of the services performed hereunder.

3.5 Neither the SLA nor Service Credits apply to this Order Form.

4. Ownership
The recommendations, ideas, techniques, know-how, designs, programs, development tools, processes, integrations, enhancements, reviews, guidance, and other technical information provided or developed by Workday in the course of performing the activities contemplated by this Document, or co -developed by the parties hereunder, including all Intellectual Property Rights pertaining thereto are Workday Intellectual Property Rights and Workday Confidential Information. Workday reserves all rights in the content and related Intellectual Property Rights not expressly granted to Customer herein.

5. Warranty and Disclaimer
This Document is for consulting services rather than the Service. Accordingly, the warranties and related remedies in the MSA regarding the Service are inapplicable. Instead, Workday warrants that it shall perform its obligations set forth in this Document in a professional and workmanlike manner. As Customer's exclusive remedy and Workday's sole liability for breach of the foregoing warranty, Workday shall correct deficiencies at no additional charge to Customer, provided Customer gives written notice to Workday which describes any deficiencies within thirty (30) days of the performance of the deficient services. In the event Workday is unable to correct the identified deficiencies after good -faith efforts and at a commercially reasonable cost, Workday shall refund Customer prorated amounts paid for the defective portion of the services provided under this Document.

NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THE AGREEMENT, EXCEPT AS

EXPRESSLY PROVIDED HEREIN AND TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE

LAW, WORKDAY MAKES NO WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED,

STATUTORY, OR OTHERWISE, AND SPECIFICALLY DISCLAIMS ALL IMPLIED WARRANTIES,

INCLUDING ANY WARRANTIES OF TITLE, NONINFRINGEMENT, MERCHANTABILITY, OR FITNESS

FOR A PARTICULAR PURPOSE WITH RESPECT TO THE SERVICES PROVIDED UNDER THIS DOCUMENT.

COLLABORATIVEONS
SOLUTI

CONTINUOUS VALUE SERVICES
WHAT ARE CONTINUOUS VALUE SERVICES (CVS)?
Deliver exceptional customer support through quality leadership, partnership and services to enable customers to realize the full potential and value of Workday.

APPLICATION MANAGED

SERVICES (AMS)
Lean -On Services
Flexible, on -demand support for
what you need, when
you need it

PACKAGES
Tenant Analysis & Plan
The blueprint to maximizing your
Workday investment
for continuous growth
Advanced Report
Dashboards & Analytics
Drive executive engagement with
pre -built strategic KPIs

PHASE X & BUSINESS

EVENT SUPPORT
Deploy new and existing
Workday products &
functionality
Mergers & acquisitions
Divestitures
Global Presence
Flexible Options For Medium And Large Enterprise Customers Organizational Change & Training
Strategic Services
Higher Education, Government, & Healthcare Experience
WHY COLLABORATIVE FOR CVS?
Leading global provider of Workday full platform post -production services with true flexibility and a knowledge - transfer approach proven to drive customer self-sufficiency. Offers also include strategic roadmapping, governance post -deployment services, and comprehensive Workday Organizational Change & Training Services to make the most of your Workday investment.

High -Value Target Consulting
No Start up Fees, Locked -in Rates
• Average of 15 years consulting experience
• Average of 5 years Workday experience
• Tenured Financials partner with 100+ unique Workday
Financials customers
• No fees to begin services
• Locked -in rates for term of service (1-3 years)
• No penalties or limits on how hours are leveraged
Cutting -Edge Workday Partner
Scalability of Service
• Workday Cloud Platform Fast Follower
• Prism Early Workday Partner
• Early Implementation Partner of Adaptive Insights
• Focus on flexibility
• Shift hours as your demands may change
• Full platform Squads team: support post -production
projects & unplanned assistance requests
workday.

D©®
1 collaborativesolutions.com

Continuous Value Services

COLLABORATIVE

SOLUTIONS

CUSTOMER SNAPSHOT
Professional
ervices &
overnment
ontracting
Healthcare
Finan
Servic
Medium Enterprise
Large Enterprise
c3Rooks DECKERS
—BRAN DS—
Ourlington belle
Vassar
*MARYMOUNT

UNIVERSITY
USCUniversityof
V Southern California

UNIVERSITY OF

MARYLAN D
University College
Fie>:era na leidos

MAXIMUS
• ChenMed
ERNEST
HEALTH
41 St Luke's

CHRISTIANACIRE

HEAITH SYSTEM

LEGG MASON

GLOBAL ASSET MANAGEMENT BRIDGEWATER

ABOUT COLLABORATIVE SOLUTIONS
pi Freddie
a Mac
::. MassMutual
Collaborative Solutions is a leading global Finance, HR, and Student transformation consultancy, and the longest - tenured Workday partner. Collaborative has a 98% customer satisfaction rating with over 625 customers and 100 Workday -named Product Leads. The consultancy is considered an undisputed alternative to the "Big Four" and has more years of experience per consultant compared to the ecosystem average.* Collaborative Solutions has deployed in over 125 countries, and is based in the Washington, D.C. metro area, and has offices throughout North America, Europe and the Asia -Pacific region. *Source: Workday Partner Scorecard
workday.

D©®
2 collaborativesolutions.com

Report Writer
Dashboards
Discovery Boards
Worksheets
Slides
OfficeConnect
(Financial Management)
Properties
The original Workday reporting
tool. Can accommodate many
different reporting use cases,
including tabular and summarized
data.

A container that allows you to
organize and display relevant,
actionable business intelligence
in a single place.

A visual data analysis tool available
within Workday that allows you to
perform ad hoc analysis with a drag
and drop interface.

A spreadsheet tool within Workday that will
allow you to work with live secure data, with
the ability to share and collaborate across
your organization.

A presentation tool that enables you
to share data insights, create
narrative, and provide relevant context
around your Workday data.

A Microsoft Excel add -in that will
allow you to login using your
Workday credentials and query on
Financial Data. Using it, you can
build reports utilizing a curated
portion of your Workday Financial
Data Model.

Example Use Cases
HCM:

Headcount Trends
Staffing Events
Financials:

Statutory Reporting
Revenue Plan vs. Actual
HCM:

HR Executive Dashboard
Workforce Composition
Financials:

Accounts Receivable Action
Items
Business Asset Operations
HCM:

Skills Gaps
Benchmarks
Training Effectiveness
Expense analysis
Financials:

Past Due Receivables by Root Cause
DSO Drivers
Ledger Balance Analysis
HCM:

Model Compensation Changes
Financials:

Invoice Management
Cash Flow
GL Reconciliation
Joining data not connected by the object
model
HCM:

Talent Reviews
Financials:

Quarterly Business Reviews
Sharing summarized data with users
that don't have access to the details
Financials:

Ad Hoc Reporting
Connection to Workday Data
Access all delivered data sources
and Prism data sources.

Connects to Workday data
through Report Writer reports
that have been enabled as
worklets.

Access most Indexed data sources
and all Prism data sources.

Connects to Workday data through Report
Writer reports, mainly Advanced, Matrix and
Composite.

Connects to Workday data through
Worksheets and People Analytics.

Any data within a Worksheets
workbook can be brought into a
Slides presentation, including live
data from a Report Writer report.

Data from People Analytics can be
exported to Slides.

Only works with the Financial
Reporting and Analytics Data
Model.

Recommended Report
Developer
Centralized report developers
Centralized report developers
Centralized report developers.

Analysts
Centralized report developers. Analysts
Centralized report developers.

Analysts
Accountants. FP&A Analyst
Typical Report Consumer
Employees, Managers, Analysts
Analysts, Managers, Executives
Analysts, Managers, Executives
Employees, Managers, Analysts
Analysts, Managers, Executives,
Employees
Accountants, FP&A Analyst
Security to Create
View and Modify access to the
Custom Report Creation
(2237$88) domain and access to
the specific data sources.

View and Modify access to the
Set Up: Tenant Setup -
Worklets (2229$1533) domain.

View and Modify access to the
Discovery Boards: Create
(2229$3763) domain, Drive
(2229$3579) domain, and access to
the specific data sources.

View and Modify access to the Worksheets
(2229$2861) and Drive (2229$3579)
domains.

To pull in data from a Report Writer report,
user must also have access to the report.

View and Modify access to the Slides
(222953703) and Drive (2229$3579)
domains. To pull in or refresh data
from a Worksheets workbook, user
must also have View and Modify
access to the Worksheets
(222952861) domain and access to
the workbook. To include data from
People Analytics, user must have
View and Modify access to the View:

People Analytics (222954167)
domain.

User must have installed
OfficeConnect on their machine,
have access to the Access
Workday Financials OfficeConnect
(2229$5682) domain, and one of
the domains securing journal line
data.

Sharing
Can be shared with individual
users or with security groups. Can
only select users or security
groups that have access to the
data source used in the report.

Dashboards are tied to domains
and any security group with
access to the domain will have
access to the dashboard.

Review the Drive FAQ for more details around access and sharing in Drive.

Reports are Microsoft Excel files
and can be shared through all
channels used for sharing files.

Leverages the Drive sharing model.

Can be shared with Can View or Can
Edit access with individual users or
security groups.

For Can View access, the user or
group must have View and Modify
access to the Drive (2229$3579)
domain and at least one of the data
sources used in the board.

For Can Edit access, the user or
group will need the same access in
addition to View and Modify access to
the Discovery Boards: Create
(2229$3763) domain.

Leverages the Drive sharing model. Can be
shared with Can View, Can Comment, or
Can Edit access with individual users,
security groups, or via a link. In all cases,
the end user must have View and Modify
access to both the Worksheets
(2229$2861) and Drive (2229$3579)
domains.

Leverages the Drive sharing model.

Can be shared with Can View or Can
Edit access with individual users,
security groups, or via a link. In all
cases, the end user must have View
and Modify access to both the Slides
(222953703) and Drive (2229$3579)
domains.

Report Writer
Dashboards
Discovery Boards
Worksheets
Slides
OfficeConnect
(Financial Management)
How can the report be
accessed?
Can be accessed through the
Search bar, as a worklet on a
dashboard, or through a direct
URL. Can be added to the Home
screen as a worklet.

Can be accessed through the
Search bar or as a worklet on
the Horne screen.

Can be accessed through the Search
bar, Drive or a direct URL. Can be
added to the home screen as a
worklet. Visualization from a Discovery
Board cannot be added as a worklet to
Dashboard.

Can be accessed through the Search bar,
Drive or a direct URL. Cannot be added to
the home scene as a worklet. Charts created
within a workbook cannot be added as a
worklet to a Dashboard.

Can be accessed through the Search
bar, Drive or a direct URL. Cannot be
added to the home scene as a
worklet. Charts created within a
presentation cannot be added as a
worklet to a Dashboard.

Cannot be access through the
tenant. User must open the file on
their machine with Microsfot Excel
for full functionality.

What data will the report
recipient see?
The values returned will be
determined by the user's
contextual security.

All worklets on the dashboard
will return data based on the
user's contextual security.

For visualizations where the user has
access to the data source, the values
returned will be determined by the
user's contextual security.

For visualizations where the user does
not have access to the data source,
they will not see that particular viz.

Worksheets respects a user's contextual
security when live data is brought in or
refreshed.

After that, however, all users will see all data
within the workbook, regarless of their
access to the data.

Review the administrator guide for more
information on Worksheets' collaborative
All users will see all data within the
Slides presentation, regarless of their
access to the data.

To refresh data from a Worksheets
workbook, the user must have access
to the workbook.

Data from People Analytics cannot be
refreshed, and must be re-exported.

OfficeConnect will respect the
user's access to the data when a
refresh occurs.

When a user opens the excel file,
they will see all the data in the last
state it was saved, unless the option
"Always clear data upon save" is
selected. If this option is selected.
the model elements will remain in
place, but the data itself will be
cleared, forcing the user to perform
a refresh.
securi .

To ensure a user only sees data they have
access to, you can leverage the Workbook
Templates feature.

Additional Considerations
Allows you to take action on
instances
Yes, full access to related actions.

Yes, full access to related
actions.

Yes. Can open instances in new
window where you can take full action.

No related actions from a viz.

Yes. Can open instances in new window
where you can take full action. No related
actions from a workbook.

No actionability in Slides.

Provides a link for accessing joumal
line details. Can take action from
within Workday.

Allows you to view the details
of summary data
Yes, group bys and detailed data is
configured on each Matrix Report.

Yes, group bys and detailed
data is configured on each
Matrix Report.

Yes. Group bys and detailed data
fields are configured at the business
object level and apply to all Discovery
Boards
Yes, can view details of pivot tables, but
group bys and detailed data from Matrix
reports are not accessible.

No ability to drill into the details.

Yes, can view details for journal line
summaries only.

Can include data external to
Workday
No
Possible with subscription to
Prism
No*
Possible with subscription to
Prism
No
Possible with subscription to Prism
Yes
Use cases should be limited to the
guidelines set forth in the Worksheets
Yes
Either through linking to external data
from Worksheets or added directly to
Slides
OC - Yes
Data Source - No
performance FAQ
Supports multi -instance
Yes
Yes
No
Yes
Yes
No
Supports fields from a
related business object
Yes
Yes
No
Yes
Yes
No
Calculated Field limitations
None
None
See Admin Guide
None
None
N/A - Calculated Fields are not
supported in the Financial Reporting
and Analytics Data Model.

Can combine multiple data
sources into a single report
Yes`
Composite Reports Only
Yes*
Composite Reports Only
No*
Not in a single visualization, but
visualizations within a single sheet can
be based on different data sources
Yes
Yes - from Worksheets
No
Can join data not connected
by the object model
No
No
No
Yes
Yes - from Worksheets
No
Can be scheduled for
delivery
Yes
No
No
No
No
No
Can support down stream
Business Processes
(Embedded Analytics) and
Integrations (Report -as -a -
Service, RaaS)
Yes
No
No
No
No
No
Allows end users to add
comments on the data
No
No
No
Yes
Yes
Yes
Available on Mobile
Yes
Yes
No
Yes - View Only
No
No.

A saved workbook can be viewed in
Mobile, but there is no ability to
connect to Workday or refresh from
Mobile.

Report Writer
Dashboards
Discovery Boards
Worksheets
Slides
OfficeConnect
(Financial Management)
Migration support
0X2.0
OX2.0
0X2.0
ExporUlmport
Live Data will need to be manually
reconnected unless custom report has same
W ID in target and source tenant.

No migration support.

The Financial Reporting and
Analytics Data Model configuration
will be migratable with OX2.0. Once
migrated, existing workbooks will be
able to connect to the new target
tenant.

Exclusive Chart Types:

Heatmap
KPI
Scatterplot
Waterfall
Anything supported in Excel

Sample Plan City of Santa Maria
'OLLABORATIVE

SOLUTIONS
2 6
11 17
22 26
29 30
31 32
33 34
35 36
37 38
39 40
41 42
44 45
46 47
48 Complet
e
High Level
Timeline
Status
Indicat
or
Durati
on
Start Date End Date
Predece
ssors
CS Resource
Names
Customer
Resource
Names
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
LI
1+ Onboarding
1+ Plan
L+ Architect & Configure
I.+ Test
+ Deploy
I+ Post Production Support
- Full Platform Implementation
- Customer Onboarding and Project Preparation Stage
Onboarding Activities
Sales to Service Transition Meeting
Strategy to Delivery Transition Meeting (if
applicable)
Initial Contact with Customer
75d
03/06/23
•
30d
03/20/23
06/17/23
04/28/23
•
180d 01/16/23
09/22/23
100d 09/25/23
•
02/09/24
26d 02/12/24
03/18/24
•
30d
03/18/24
04/26/24
•
301d
03/08/23
05/01/24
•
53d
05/01/23
07/12/23
•
•
•
18d
1d
1d
06/19/23
06/19/23
07/12/23
06/19/23
2 05/01/23
05/01/23
•

0.5d
05/01/23
05/01/23
Customer CS "Welcome" Email
•

0.5d
05/01/23
05/01/23
CS Engagement
Manager
Activity
Prepare Agenda for On -Site 2-3 day Planning
Meeting
•

0.5d
05/01/23
05/01/23
CS Engagement
Manager
I] Pre -Planning Documentation Collection
•
13d
06/03/23
06/20/23
Workday Discovery Documents
•

0.1d
06/03/23
06/03/23
Customer
Project
Manager
Deliverable
CS Engagement
Manager
Prepare Customer Contact and Logistics
Document
•
1d
06/20/23
06/20/23
Deliverable
CS Engagement
Manager
Activity
I J Project Setup
•
18d
06/03/23
06/27/23
Customer Success to request GMS Tenant and
Coordinate with Customer PM
•
1d
06/03/23
06/03/23
Workday
Activity
Customer Submit Request on Customer Portal
for Scorecard and Assigning Project Manager
I -I Establish CynergyTM Collaboration Project
Tools Suite
Stand Up CS Project Site with Project
Assets during SOW review meeting with
Leads
1d
•
•
•
06/03/23
06/03/23
Customer
Project
Manager
Activity
3d 06/03/23
3d
06/03/23
I - I Submit Salesforce request for new Cynergy -
Implementation Management System (CIMS)
project site to be created
1d
•
06/06/23
06/06/23
CS Engagement
Manager
06/27/23 06/27/23
Smartsheet Project Workspace with plan
and build toolkit
Schedule Internal Team Kickoff Meeting
a Workday Training (Customer)
•
1d
06/27/23 06/27/23
•
•
1d
06/03/23 06/03/23
1d
06/27/23 06/27/23
Activity
CS Engagement Activity
Manager

49 50
51 52
53 Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on
Start Date End Date
Predece
ssors
CS Resource
Names
Customer
Resource Task Type
Names
100%
100%
100%
100%
100%
II
111
Workday Training Plan Matrix - Provide
Workday training matrix (Community) for
Customer to plan training
Plan Stage - Plan the Project
•
•
1d
06/27/23
06/27/23
66d 07/13/23
10/12/23
Customer
Project
Manager
Deliverable
—, Complete CS Project Start -Up Tasks
•
56d 07/13/23 09/28/23
Confirm Project Resources
•
1d
07/13/23 07/13/23
Review and Confirm Baseline Project Plan in
SmartSheet
56d
07/13/23 09/28/23
CS Engagement
Manager
CS Engagement
Manager
CS Engagement
Manager
54 100% 1-1
55 56
57 58
59 60
61 62
63 100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
CS Internal Project Kickoff Meeting
•

0.5d
07/14/23
07/14/23
52, 42
CS Engagement
Manager
II
Complete OC&T Project Kickoff Checklist
•
1d
07/13/23
07/13/23

CS OC&T
Consultant
II
8 Customer Planning Tasks
•
1d 07/13/23
07/13/23
Activity
Activity
Meeting
Activity
Confirm and Provide list of Customer Project
Resources and SMEs and Time Allocations
1d
07/13/23
07/13/23
Customer
Project
Manager

0.25d 07/13/23
07/13/23
Deliverable
II
Request Empty Foundation Implementation
Tenant
Review current Foundation Tenant Data
Collection Templates
•

0.25d
07/13/23
07/13/23
•

0.25d
07/13/23
07/13/23
Q Draft Project Governance Documentation
Confirm Project Scope and Assumptions
II
Create Project Charter
Confirm Project Meeting Cadence and
Attendees (Status Meetings, Steering
Committee)
100% Develop Tenant Management Plan
I_I
100%
66 I_I
100%
67 I I
68 69
70 711._
72 100% Q 0 Data Validation and Conversion Strategy
100%
100%
100%
100%
Discuss and Document Change Control
Process
•
66d 07/13/23
10/12/23
56d
07/13/23 09/28/23
56d
•
07/13/23 09/28/23
Develop Issue/Risk/Decision Log Tracker
(SharePoint site)
•
•
56d
07/13/23 09/28/23
56d
07/13/23 09/28/23

0.25d
07/13/23 07/13/23
•
1d
07/13/23
Activity
CS Engagement
Manager
Customer
Project
Manager
Deliverable
CS Engagement
Manager
Customer
Project
Manager
CS Engagement
Manager
Customer
Project
Manager
07/13/23
CS Engagement
Manager
CS Engagement
Manager
CS Engagement
Manager
Customer
Project
Manager
Customer
Project
Manager
Customer
Project
Manager
Deliverable
Deliverable
Deliverable
Deliverable
Deliverable
Conduct preliminary issues log and risk
identification and qualitative analysis for project
as listed in project charter
•
3d
09/29/23
10/03/23
63, 67
CS Engagement
Manager
Customer
Project
Manager
Deliverable
Customer to Inform Legacy Vendors/New
Vendors of Project Timelines and Gain Vendor
Approval and Buy In
•
56d
07/13/23 09/28/23
Customer to Inform Integration Vendors of
Project Timelines and Gain Vendor Approval
and Buy In (Requirements/Sample Files if
possible)
56d
07/13/23 09/28/23
— Data Conversion, Validation and Testing
Strategy Planning
•
66d
07/13/23
10/12/23
100%
73 •
66d
07/13/23
10/12/23
Provide and Discuss Draft Data
Conversion and Data Validation Strategy
Template
•
56d
07/13/23
09/28/23
CS Data
Conversion
Consultant
Customer
Project
Manager
Customer
Project
Manager
Activity
Activity
Deliverable

74 75
76 77
-g
79 80
81 82
83 84
85 86
87 88
89 90
91 92
93 94
95 96
97 98
99 Complet
e
High Level
Timeline Task
Status Durati
Indicat on Start Date
or
End Date
Predece CS Resource
ssors Names
Customer
Resource Task Type
Names
100%
100%
100%
-I
Develop Data Conversion and Data
Validation Strategy (including Due Dates
of Data for All Builds, effective dates,
Tpreliesting)minary time frames for Parallel •
10d
09/29/23
10/12/23
73 CS Data Customer
Conversion Project
Consultant Manager
Deliverable
— I
Confirm Meeting dates for Planning the Project
and the Architect & Configure Phase
•
1d
07/13/23
07/13/23
CS Engagement
Manager
Customer
Project
Manager
Deliverable
—I
Present Draft Project Plan, Project Charter,
Agenda Template, Status Report Template,
Issue/Risk/Decision Log Template
1d
07/13/23
07/13/23
CS Engagement
Manager
Deliverable
100%
100%
100%
100%
100%
100%
100%
100%
—
—�
Prepare Kick Off Presentation
1d
07/13/23
07/13/23
78FS -7d
CS Engagement
Manager
Deliverable
Q
Hold Project Kickoff Meeting
•

0.5d
07/13/23
07/13/23
9 All CS Team
Members
All Customer
TeamMembers
Meeting
Meeting
Deliverable
—
(—)
Organizational Change & Training Preparation
asks
3d
07/14/23
07/18/23
—
—)
Initial OC&T Kickoff meeting with Customer
OC&T Lead(s) and Core Team
1d
07/14/23
07/14/23
57 CS OC&T
Consultant
Customer
OC&T Lead
Q
Draft Change Management Strategy and
Timeline Framework
•
2d
07/17/23
07/18/23
80 CS OC&T
Consultant
Customer
OC&T Lead
I —I
f=1 WD DA Review Project Checkpoints
•
56d
07/14/23
09/29/23
DA Checkpoint
—
( _)
WD DA Checkpoint: Deliver DA Overview with
Workday Delivery Assurance Manager
.
55d
55d
07/14/23 09/28/23
07/14/23 09/28/23
76 76
CS Engagement
Manager
CS Engagement
Manager. WD
Delivery Assurance
Customer
Project
Manager
DA Checkpoint
DA Checkpoint
—
—
WD DA Checkpoint: Project Initiation
Checkpoint
100%
I_I
Determine Configuration Compliance DA
requirements and communicate to the team
•or
1d
09/29/23
09/29/23
83 CS Engagement
Manager
100%
=I
0 Plan Stage Sign Off
•
5d
10/04/23
10/10/23
91FS -5d
100% _
100%
100%
Q Customer Sign Off: Plan Stage Deliverables
•
Sd
10/04/23
10/10/23
— I
Baseline Charter
•
5d
10/O4/23
10/10/23
76 Customer
ProjectManager
Sign -Off
I I
1 —
Baseline Project Plan
�
5d
10/04/23
10/10/23
76 Customer
Project
Manager
Sign -Off
100%
100% —
I I
—
Plan Stage Sign -Off Document
•
1d
10/04/23
10/04/23
Customer
Project
Manager
Sign -Off
1—
Plan Stage - Plan the Architect & Configure Phase
64d
07/13/23
10/10/23
30 100%
[I
() Architect & Configure Stage Preparation
•
64d
07/13/23
10/10/23
100%
100% _
100% _
100%
100%
100%
100%
1I
0 Functional Preparation Tasks
•
17d
07/13/23
08/04/23
Q Foundation Data Model (FDM)
•
17d
07/13/23
08/04/23
Prepare Design Companion Guides
•
5d
07/13/23
07/19/23
—
I -I
Prepare Configuration Design
Workbooks
•
5d
07/13/23
07/19/23
II
Prepare Data Collection File Layouts
41/
5d
07/13/23
07/19/23
I -I
Load Design Companion Guides and
Configuration onus too erProject M Site
and Communicate to Customer M
•
0 07/19/23
07/19/23
95 —
I -I
Conduct Architect & Configure Planning
Meetings (including Workset plans)
•
1d
07/20/23
07/20/23
98 Complet
e
High Level Task
Timeline
Status
Indicat
or
Durati Start Date
on
End Date
Predece
ssors
CS Resource
Names
Customer
Resource Task Type
Names
100
101
102
103
104
105
106
107
108
109
110
111
112
113
1141
1151
116
117
118
119
120
121
122
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
Prepare Workset Agenda/Calendar and •
Attendees
2d 07/20/23
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
•
2d
07/20/23
1_I
Complete FDM Sessions and Make
Necessary Configuration Updates
•
07/13/23
Customer complete FDM Woncbooks
and prepare FDM Data
•
10d
07/24/23
07/21/23
07/21/23
99SS
99SS
08/04/23 101
Build Foundation Tenant
•

11.55d
07/13/23
07/28/23
Foundation Tenant is completed with
data load from FDM and completed FDM
Configuration
•
07/13/23
8 HCM
8 Core HCM
Prepare Design Companion Guides
Prepare Configuration Design
Workbooks
Prepare Data Collection File Layouts
•
15d
07/13/23
08/02/23
• 15d 07/13/23
•
2d
08/02/23
07/13/23
07/14/23
CS Functional
Consultant
•
2d
07/13/23
07/14/23
CS Functional
Consultant
•
2d
07/13/23
07/14/23
CS Functional
Consultant
Deliverable
Deliverable
Deliverable
•
Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
1d
•
07/27/23
07/27/23
112FS -5d
CS Functional
Consultant
Deliverable
Prepare Workset Agenda/Calendar
and Attendees
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
•
15d
07/13/23
15d
07/13/23
5d
07/17/23
1I
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
Review Configuration Design
Workbooks provided from Customer
•
•
8d
3d
07/21/23
07/28/23
08/02/23
08/02/23
07/21/23
08/02/23
08/02/23
112SS
CS Functional
Consultant
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
108,109,
110
CS Functional
Consultant
Deliverable
112FF
115FF
CS Functional
Consultant
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
Activity
Deliverable
8 Benefits •
Prepare Design Companion Guides
•
15d 07/13/23
2d
07/13/23
08/02/23
07/14/23
CS Functional
Consultant
Prepare Configuration Design
Workbooks
Prepare Data Collection File Layouts
•
2d
07/13/23
07/14/23
CS Functional
Consultant
Deliverable
Deliverable
•
2d
07/13/23
07/14/23
CS Functional
Consultant
Deliverable
Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
•
1d
07/27/23
07/27/23
123FS -5d
CS Functional
Consultant
Deliverable
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
15d
•
07/13/23
08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
123
100%
Prepare Workset Agenda/Calendar
and Attendees
•
15d
07/13/23
08/02/23
123SS
CS Functional
Consultant
Deliverable

High Level
Complet Timeline
e
Task
Status
Indicat
or
Durati
on
Start Date
End Date
Predece CS Resource
ssors Names
Customer
Resource Task Type
Names
100%
100%
MI
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
•
5d
07/17/23
07/21/23
118, 119,
120
CS Functional
Consultant
Activity
—
—�
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
8d
07/21/23
08/02/23
123FF
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
100%
—
U Workbooks
Review Configuration Design
provided from Customer
•
3d
007/28/23
08/02/23
125FF
CS Functional
Consultant
100%
O
9 lime Tracking & Absence
•
15d
07/13/23
08/02/23
100%
—1
—
Prepare Design Companion Guides
•
2d
07/13/23
07/14/23
CS Functional
Consultant
Deliverable
100%
100%
100%
(-
Prepare Configuration Design
Workbooks
•
2d
07/13/23
07/14/23
CS Functional
Consultant
Deliverable
Deliverable
Deliverable
—I
—
Prepare Data Collection File Layouts
•
2d
07/13/23
07/14/23
CS Functional
Consultant
I_I
Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
•
1d
07/27/23
07/27/23
132FS -5d
CS Functional
Consultant
100%
O
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
•
15d
07/13/23
08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
CustomerProject Team
Deliverable
100%
O
Prepare Workset Agenda/Calendar
and Attendees
•
15d
07/13/23
08/02/23
132SS
�unc Functional
CS Consultant
Deliverable
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
•
5d
07/17/23
07/21/23
128, 129,
130
CS Functional
Consultant
Activity
Deliverable
100%
100%
100%
1-1
—
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
•
8d
07/21/23
007/28/23
08/02/23
132FF
CS Functional
Consultant
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
— I
Review Configuration Design
Workbooks provided from Customer
•
•
•
3d
08/02/23
135FF
11 9 Compensation
15d 07/13/23
08/02/23
~
I —�
Ir
100%
100%
100%
100%
100%
100%
100%
— I
Prepare Design Companion Guides
2d
07/13/23
07/14/23
[CS Functional
Consultant
Deliverable
—�_I
Prepare Configuration Design
Workbooks
•
2d
07/13/23
07/14123
Consultant CS Functional
Deliverable
—
Prepare Data Collection File Layouts
2d
07/13/23
07/14/23
CS Functional
Consultant
Deliverable
I-
Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
1d
07/27/23
07/27/23
142FS -5d
CS Functional
Consultant
Deliverable
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
15d
07/13/23
08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
Q
O
Prepare Workset Agenda/Calendar
and Attendees
15d
07/13/23
08/02/23
142SS
138. 139.
140
CS Functional
Consultant
CS Functional
Consultant
Deliverable
Prepare Iterative Design/Configure
I Presentations (Kick Off and All
Functional Areas)
5d
07/17/23
07/21/23
Activity

145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati Start Date
on
End Date
Predece
ssors
CS Resource
Names
Customer
Resource Task Type
Names
100%
100%
100%
100%
100%
100%
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
07/21/23
08/02/23
142FF
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Review Configuration Design
Workbooks provided from Customer
Talent
Prepare Design Companion Guides
Prepare Configuration Design
Workbooks
Prepare Data Collection File Layouts
•
3d
07/28/23
08/02/23
145FF CS Functional
Consultant
15d 07/13/23
2d
07/13/23
2d
07/13/23
2d
07/13/23
08/02/23
07/14/23
07/14/23
CS Functional
Consultant
CS Functional
Consultant
07/14/23
CS Functional
Consultant
Load Desi9n Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
1d
07/27/23
07/27/23
Deliverable
Deliverable
Deliverable
Deliverable
152FS -5d CS Functional
Consultant
100% O
100%
O
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
15d
07/13/23
Prepare Workset Agenda/Calendar
and Attendees
•
15d
07/13/23
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
1611
162
163
164
165
100%
100%
100%
100%
100%
100%
100%
5d
07/17/23
CS Functional
Consultant
08/02/23
Deliverable
Customer Deliverable
Functional
Lead,
Customer
Project Team
08/02/23
152SS CS Functional
Consultant
07/21/23
148, 149, CS Functional
150 Consultant
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
8d
07/21/23
08/02/23
152FF CS Functional
Consultant
Deliverable
Activity
Customer Deliverable
Functional
Lead.

Customer
Project Team
Review Configuration Design
Workbooks provided from Customer
•
3d
07/28/23
08/02/23
155FF CS Functional
Consultant
II
Q Recruiting
•
15d
07/13/23
08/02/23
Prepare Design Companion Guides
•
2d
07/13/23
07/14/23
Prepare Configuration Design
Workbooks
•
2d
07/13/23
07/14/23
CS Functional
Consultant
CS Functional
Consultant
Prepare Data Collection File Layouts
•
2d
07/13/23
07/14/23
CS Functional
Consultant
Load Desi9n Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
1d
07/27/23
07/27/23
162FS -5d CS Functional
Consultant
100% O
100% O
100%
100%
O
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
15d
07/13/23
08/02/23
CS Functional Customer
Consultant Functional
Lead,
Customer
Project Team
Deliverable
Deliverable
Deliverable
Deliverable
Deliverable
Prepare Workset Agenda/Calendar
and Attendees
•
15d
07/13/23
08/02/23
162SS CS Functional
Consultant
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
5d
07/17/23
07/21/23
Deliverable
158, 159, CS Functional Activity
160 Consultant
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
8d
07/21/23
08/02/23
162FF CS Functional Customer Deliverable
Consultant Functional
Lead,
Customer
Project Team
166
100%
Review Configuration Design
Workbooks provided from Customer
•
3d
07/28/23
08/02/23
165FF CS Functional
Consultant

167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
%
eomplet Timeline Level
Task
Status
londicat o�urati
Date
PredStart
End Date ssorsece CS Names source
Customer
ResouNamece
Task Type
100% 1_1
9 Payroll
Companion Guides
• 15d 07/13/23
08/02/23
100% I
—
Prepare Design
2d
07/13/23
07/14/23
CS Functional
Consultant
Deliverable
100% _I
books lion Design
Workbooks
•
2d
0711323
07/14/23
CS Consul °nal t
Deliverable
100% —i
—
Prepare Data Collection File Layouts
2d
07/13/23
07/14/23
CS Functional
Consultant
Deliverable
100%
—
Load Design Companion Guides and
Configuration Workbooks to Project
Siteni S and Communicate to Customer
1d
07/27/23
07/27/23
172FS -5d
CS Functional
Consultant
Deliverable
100%
O
Conduct Architect
Planning Meetings
Workset plans)
& Configure
(including
f
15d
15d
07/13/23
08/02/23
CS Functional
Consultant
Customer Deliverable
Functional
Lead.

Customer
Project Team
Deliverable
100%
Q
Prepare WorksetAgenda/Calendar
and Attendees
07/13/23
08/02/23
172SS
CS Functional
Consultant
100%
O
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
5d
07/17/23
07/21/23
168, 169,
170
CS Functional
Consultant
Activity
100%
100%
100%
100%
100%
100%
I —I
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
DesigNConfigure to Project Site
•
8d
07/21/23
08/02/23
172FF
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
—
—�
Review Configuration Design
Workbooks provided from Customer
•
3d
007/28/23
08/02/23
175FF
CS Functional
Consultant
Deliverable
Deliverable
CI
9 Financials
Companion Guides
Design
15d
15d
2d
07/13/23
08/02/23
— I
9 Financial Accounting
07/13/23
08/02/23
I I
—
Prepare Design
07/13/23
07/14/23
CS Functional
Consultant
— 1
Prepare Configuration
Workbooks
2d
07/13/23
07!14/23
CS Functional
Consultant
100% I -I
Prepare Data Collection File Layouts
•
2d
07/13/23
07/14/23
CS Functional
Consultant
Deliverable
100%
I__I
Load Design Companion Guides and
Configuration Workbooks to Project
SSit and Communicate to Customer
1d
07/27/23
07/27/23
183FS -5d
CS Functional
Consultant
Deliverable
100%
112 Conduct
Architect & Configure
Planning Meetings (including
Workset plans)
•
15d
07/13/23
08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees
•
15d
07/13/23
08/02/23
183SS CS Functional
Consultant
Deliverable
100%
O
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
5d
07/17/23
07/21/23
179,180,
181
CS Functional
Consultant
Activity
100%
I —I
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
8d
07/21/23
08/02/23
183FF
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
100% I
—
Review Configuration Design
Workbooks provided from Customer
•
•
3d
07/28/23
08/02/23
186FF
CS Functional
Consultant
100% I_I
9 Budgets
•
15d
07/13/23
08/02/23
100%
I -I
Prepare Design Companion Guides
•
2d
07/13/23
07!14/23
CCS onsul onal
Deliverable

190
Complet
e
High Level
Timeline Task
Status
Indicat
or
Durati
on
Start Date End Date
Predece
ssors
CS Resource
Names
Customer
Resource Task Type
Names
100%
191 r 100%
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
100%
Prepare Configuration Design
Workbooks
2d
07/13/23
07/14/23
Prepare Data Collection File Layouts
•
2d
07/13/23
07/14/23
Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
1d
07/27/23
07/27/23
CS Functional
Consultant
Deliverable
CS Functional
Consultant
193FS -5d CS Functional
Consultant
Deliverable
Deliverable
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
100%
15d
07/13/23
08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees
15d
07/13/23
08/02/23
193SS
CS Functional
Consultant
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
5d
07/17/23
07/21/23
189, 190,
191 Consultant
100%
100%
100%
100%
100%
100%
100%
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
8d
07/21/23
08/02/23
CS Functional
Deliverable
Deliverable
Activity
193FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
Review Configuration Design
Workbooks provided from Customer
Procurement
•
3d
07/28/23
08/02/23
196FF
CS Functional
Consultant
•
15d1 07/13/23
08/02/23
C
Prepare Design Companion Guides
Prepare Configuration Design
Workbooks
•
2d
07/13/23
Prepare Data Collection File Layouts
Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
2d
07/14/23
CS Functional
Consultant
07/13/23 07/14/23
•
2d
07/13/23
100%
100%
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
100%
207 100%
208
209
210
211
100%
100%
100%
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
•
3d
07/27/23
CS Functional
Consultant
07/14/23
CS Functional
Consultant
07/27/23
203FS -5d
CS Functional
Consultant
07/13/23
08/02/23
CS Functional
Consultant
Deliverable
Deliverable
Deliverable
Deliverable
Customer Deliverable
Functional
Lead,
Customer
Project Team
07/13/23
08/02/23
203SS
CS Functional
Consultant
07/17/23
07/21/23
199, 200, CS Functional
201 Consultant
07/21/23
08/02/23
203FF
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Review Configuration Design
Workbooks provided from Customer
07/28/23
08/02/23
206FF
CS Functional
Consultant
8 Grants & Endowments
•
15d1 07/13/23
08/02/23
Deliverable
Activity
Deliverable
Prepare Design Companion Guides
•
2d
07/13/23
07/14/23
Prepare Configuration Design
Workbooks
•
2d
07/13/23
07/14/23
CS Functional
Consultant
Deliverable
CS Functional
Consultant
Deliverable
Prepare Data Collection File Layouts
•
2d
07/13/23
07/14/23
CS Functional
Consultant
Deliverable

212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
Complet
e
High Level Task
Timeline
Status
Indicat
or
Durati
on
Start Date End Date
Predece
ssors
CS Resource
Names
Customer
Resource Task Type
Names
100%
100%
100%
100%
100%
100%
100%
100% I —I
Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
1d
15d
07/27/23
07/27/23
213FS -5d
CS Functional
Consultant
Deliverable
07/13/23
08/02/23
CS Functional Customer
Consultant Functional
Lead,
Customer
Project Team
Deliverable
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees
•
15d
07/13/23
08/02/23
213SS CS Functional
Consultant
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
5d
07/17/23
07/21/23
209, 210, CS Functional
211 Consultant
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
8d
07/21/23
08/02/23
213FF
CS Functional Customer
Consultant Functional
Lead,
Customer
Project Team
Review Configuration Design
Workbooks provided from Customer
El Projects
Prepare Design Companion Guides
3d
07/28/23
08/02/23
216FF
CS Functional
Consultant
15d
07/13/23
08/02/23
2d
07/13/23
07/14/23
Deliverable
Activity
Deliverable
CS Functional Deliverable
Consultant
100% II
100% I_I
100%
Prepare Configuration Design
Workbooks
Prepare Data Collection File Layouts
•
2d
07/13/23
07/14/23
•
2d
07/13/23
07/14/23
CS Functional
Consultant
CS Functional
Consultant
Deliverable
Deliverable
100%
Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
1d
07/27/23
07/27/23
233FS -5d
CS Functional
Consultant
Deliverable
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
100%
100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees
•
15d
15d
07/13/23 08/02/23
07/13/23
08/02/23
CS Functional Customer
Consultant Functional
Lead,
Customer
Project Team
Deliverable
233SS
CS Functional
Consultant
Deliverable
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
5d
07/17/23
07/21/23
219, 230,
231
CS Functional
Consultant
Activity
100%
100%
100%
100%
100%
100%
100%
Customer complete and Toad
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
8d
07/21/23
08/02/23
233FF
CS Functional Customer
Consultant Functional
Lead,
Customer
Project Team
Deliverable
Review Configuration Design
Workbooks provided from Customer
•
3d
07/28/23
El Business Assets
Prepare Design Companion Guides
15d
07/13/23
2d
07/13/23
Prepare Configuration Design
Workbooks
2d
07/13/23
236FF
08/02/23
CS Functional
Consultant
08/02/23
07/14/23
CS Functional
Consultant
Deliverable
07/14/23
Prepare Data Collection File Layouts
•
2d
07/13/23
CS Functional
Consultant
Deliverable
CS Functional
07/14/23 Consultant
Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
1d
07/27/23
07/27/23
Deliverable
233FS -5d CS Functional
Consultant
Deliverable

233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
Complet
e
High Level Task
Timeline
Status
Indicat
or
Durati
on
Start Date End Date
Predece
ssors
CS Resource
Names
Customer
Resource
Names
Task Type
100%
100%
Conduct Architect & Configure
Planning Meetings (induding
Workset plans)
15d
07/13/23
08/02/23
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees
100%
•
15d
07/13/23
08/02/23
233SS
CS Functional
Consultant
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
5d
07/17/23
07/21/23
239, 230,
231
CS Functional
Consultant
Deliverable
Deliverable
Activity
100%
100%
100%
100%
100%
100%
100%
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
8d
07/21/23
08/02/23
233FF
CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Deliverable
Review Configuration Design
Workbooks provided from Customer
Banking & Settlement
•
3d
07/28/23
08/02/23
236FF
CS Functional
Consultant
•
15d
07/13/23
08/02/23
Prepare Design Companion Guides
•
2d
07/13/23
07/14/23
CS Functional
Consultant
Prepare Configuration Design
Workbooks
Prepare Data Collection File Layouts
Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
•
2d
07/13/23
07/14/23
•
2d
07/13/23
07/14/23
•
1d
07/27/23
07/27/23
CS Functional
Consultant
CS Functional
consultant
243FS-5d Functional
Consultant
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
15d
07/13/23
08/02/23
CS Functional
Consultant
Customer
Functional
Lead.

Customer
Project Team
Deliverable
Deliverable
Deliverable
Deliverable
Deliverable
100%
100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees
•
15d
07/13/23
08/02/23
243SS CS Functional
Consultant
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
5d
07/17/23
07/21/23
Deliverable
239, 240, CS Functional
241 Consultant
100%
100%
100%
100%
100%
100%
100%
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
8d
07/21/23
08/02/23
Activity
243FF CS Functional
Consultant
Customer
Functional
Lead,
Customer
Project Team
Review Configuration Design
Workbooks provided from Customer
•
3d
07/28/23
08/02/23
246FF
8 Supplier Accounts
•
15d
07/13/23
Prepare Design Companion Guides
•
2d
08/02/23
07/13/23
Prepare Configuration Design
Workbooks
•
2d
07/14/23
07/13/23
07/14/23
CS Functional
Consultant
CS Functional
Consultant
CS Functional
Consultant
Prepare Data Collection File Layouts
•
2d
07/13/23
07/14/23
CS Functional
Consultant
100%
Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
1d
•
07/27/23
07/27/23
253FS -5d
CS Functional
Consultant
15d
07/13/23
08/02/23
CS Functional
Consultant
Deliverable
Deliverable
Deliverable
Deliverable
Deliverable
Customer
Functional
Lead,
Customer
Project Team
Deliverable
254
100%
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees
15d
07/13/23
08/02/23
253SS
CS Functional
Consultant
Deliverable

255
256
257
258
259
260
261
262
263
100%
266
267
268
269
Complet
e
High Level
Timeline Task
Status Durati
Indicat on Start Date End Date
or
Predece
ssors
CS Resource
Names
Customer
Resource Task Type
Names
100%
100%
100%
100%
100%
100%
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
5d
07/17/23
07/21/23
249, 250, CS Functional
251 Consultant
Activity
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
8d
07/21/23
08/02/23
253FF
CS Functional Customer
Consultant Functional
Lead,
Customer
Project Team
Deliverable
Review Configuration Design
Workbooks provided from Customer
•
3d
07/28/23
08/02/23
256FF
CS Functional
Consultant
1 0 Customer Accounts
•
15d
07/13/23
08/02/23
Prepare Design Companion Guides
•
2d
07/13/23
07/14/23
Prepare Configuration Design
Workbooks
•
2d
07/13/23 07/14/23
100% II
100%
Prepare Data Collection File Layouts
•
2d
07/13/23
1 Load Design Companion Guides and
Configuration Workbooks to Project
Site and Communicate to Customer
PM
1d
CS Functional
Consultant
CS Functional
Consultant
07/14/23
CS Functional
Consultant
07/27/23 07/27/23
100%
Conduct Architect & Configure
Planning Meetings (including
Workset plans)
15d
07/13/23
263FS -5d
CS Functional
Consultant
Deliverable
Deliverable
Deliverable
Deliverable
08/02/23
CS Functional Customer
Consultant Functional
Lead,
Customer
Project Team
Prepare Iterative Design/Configure
Agenda/Calendar and Attendees
•
15d
07/13/23
08/02/23
263SS
CS Functional
Consultant
Prepare Iterative Design/Configure
Presentations (Kick Off and All
Functional Areas)
100%
5d
07/17/23
07/21/23
259, 260,
261
CS Functional
Consultant
Customer complete and load
Configuration Design Workbooks in
preparation for Iterative
Design/Configure to Project Site
Review Configuration Design
Workbooks provided from Customer
2701
271
272
273
274
275
276
277
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
Integration Planning Preparation Tasks
eference Integration Tracker for Detailed
rogress)
8d
07/21/23
3d
07/28/23
64d1 07/13/23
— Discovery
Schedule Introductory Meeting with
Customer
•
•
08/02/23
08/02/23
10/10/23
263FF
Deliverable
Deliverable
Activity
CS Functional Customer Deliverable
Consultant Functional
Lead,
Customer
Project Team
266FF CS Functional
Consultant
CS Integrations
Consultant
64d 07/13/23
2d
07/13/23
10/10/23
07/14/23
CS Integrations
Consultant
Customer
Technical
Lead
Conduct Introductory Meeting with
Customer
tanning
for Integrations Architect
anning meeting
Create Integrations Tracker
Create Integrations Discovery
Document
•
2d
07/24/23
07/25/23
•
12d
07/26/23
•
5d
07/26/23
5d
07/26/23
270FS
+5d
CS Integrations
Consultant
08/10/23
08/01/23
08/01/23
CS Integrations
Consultant
271
CS Integrations
Consultant
271
CS Integrations
Consultant
Create Design Standards and Best
Practices
•
5d
07/26/23
08/01/23
271
CS Integrations
Consultant
1 Distribute standards and best
practices to the project team
•
1d
08/02/23
08/02/23
275
Tailor Design Document for
Customer
•
5d
08/03/23
276
08/09/23
CS Integrations
Consultant
CS Integrations
Consultant
Meeting
Activity
Deliverable
Deliverable
Activity
Deliverable
278
100%
Tailor Integrations Architect &
Configure Planning meeting
1d
08/10/23
08/10/23
277 CS Integrations
Consultant
Activity

279
280
281
282
283
284
285
286
287
288
285
290
291
292
293
294
295
296
297
298
299
300
301
302
303
Complet
e
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
igh Level
imeline
Task
Conduct Integrations Architect &
Configure Planning meeting (Review
Integrations Inventory Scope/Discovery
Docs, Schedule Design Sessions,
Review design template, Discuss Best
Practice, etc...)
Status Durati
Indicat on
or
Start Date
07/13/23
End Date
07!14/23
Predece CS Resource
ssors Names
Customer
Resource
Names
Customer
Technical
Lead
Task Type
Meeting
Activity
Deliverable
Activity
2d
CS Integrations
Consultant
I —I
Customer load sample integration
reportsNendor docs/requirement
s tions/sample files content to
sFTP (Not project site)
•
4d
09/29/23
10/04/23
70 Customer
Technical
Lead
—
Requirements/sample files received from
Customer
4d
10/05/23
10/10/23
280
CS Integrations
Consultant
Vendor Contact
Sd
07/17/23
07/21/23
270
CS Integrations
Consultant
II
Q Customer Required Training
0 •
10d
3d
07/13/23
107/14/23
07/26/23
49 —�
Finalize Training Attendees
07/1823
57 Customer
Manager
Activity
[I
Complete ODE: Staffing Model Overview
•
1d
07/19/23
07/19/23
284
Customer
Project Team
Activity
—I
Complete ODE: Understanding Profiles,
Positions, & Staffing
•
1d
07/19/23
07/19/23
284
Customer
Project Team
Activity
I
Complete ODE: Business Process Overview
1d
07/19/23
07/19/23
284
Customer
Project Team
Activity
—I
Complete ODE: Configurable Security
Overview
•
1 1d
07/19/23
07/19/23
284
Customer
Project Team
Activity
I I
Fundamentals Training
•
10d
07/13/23
07/26/23
285FF
Customer
Project Team
Activity
I
Q Build Foundation Tenant
•

11.55d
07/13/23
07/28/23
—I
Grant Implementer Access to Empty
Foundation Tenant
•

0.25d
07/13/23
07/13/23
59FS -2d
Workday
Activity
I—I
8 Build Plan for Foundation Tenant
•

1.5d
07/13/23
07/14/23
—I
Conduct Foundation Tenant Build Planning
Internal Meeting

0.25d
07/13/23
07!13/23
291
Workday
Meeting
—I
Conduct Foundation Tenant Build Planning
Customer Meeting

0.25d
07/14/23
07/14/23
293FS
+1d
Workday
Meeting
—I
O Customer to gather/extract hire worker data
from legacy system
•

11.1d
07/13/23
07/28/23
60 II
Customer to validate/correct pulled data
•
11d
07/13/23
07/28/23
Customer Activity
Data
ConversionLead
Q
Customer to Submit data to sFTP site and
Inform CS
111

0.1d
07128/23
07!28/23
296
Customer
Data
ConversionLead
Deliverable
II
CS to Build Foundation Tenant (Pre -configured
CS Tenant/or customer configuration if
provided)
•

0.1d
07/28/23
07/28/23
297
Workday
Activity
1-1
—
Conduct Foundation Tenant Build Post-Mortem
using the Post-Mortem Build Review Meeting
Template
•

0.1d
07/28/23
07/28/23
298
Workday
Meeting
II
B Architect ar Configure Siege l
105d
10/11/23
03/05/24
91 111
Q Iterative Design/Configure i
80d
10/11/23
01/30/24
El
0 Workset A (5 weeks) }
25d
10/11/23
11/1423
I —I
Q HCM/Absence/Payroll/Time Tracking
25d
10/11/23
11/1423

304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
330
331
332
333
334
335
336
337
338
339
340
Complet
e
High Level
Timeline
Task
Status Durati Predece CS Resource
Indicat on Start Date End Date ssors Names
or
Customer
Resource
Names
Task Type
100%
1_�
Data Load
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3d
10/23/23
461
Deliverable
100% O
Draft customer -specific OC&T Strategy
and Timeline
0 3d
10/23/23
461

CS OC&T
Consultant
Deliverable
100% O
9 Design Reports Needed
•
9d
11/08/23
11/20/23
100% I-1
—
Review Workday Standard Reports and
Data Sources
•
2d
11/08/23
11/09/23
351
CS Functional
Consultant
Activity
100%
100%
100%
100%
100%
I I
—
Develop List of Custom Reports Needed
(Customer to provide sample reports if
possible)
•
2d
11/10/23
11/13/23
466
CS Functional
Consultant
Customer
Reporting
Lead
Activity
—I
Provide Input Review Customer Custom Report List and
2d
11/09/23
11/10/23
467FS -3d
CS Functional
Consultant
Activity
I -I
Develop Report Design Document
•
3d
11/13/23
11/15/23
468
CS Functional
Consultant
Deliverable
I_I
Reports Design Signoff
•
5d
11108/23
11/15/23
469FF
CS Functional
Consultant
Customer
Reporting
Lead
Sign -Off
I_I
Determine Reports Development approach
with CS Available Hours and Customer
team member
•
3d
11/16/23
11!20/23
470
CS Functional
Consultant
Customer
Reporting
Lead,
Customer
Project
Manager
Activity
100%
I_I
9 Assess Architect & Configure Stage Impacts
•
10d
11/14/23
11/28/23
100%
II
Assess and Review Requirements Impacts (if
any)
•
5d
11/15/23
11!21/23
334SS
CS Engagement
Manager
Customer
Project
Manager
Activity
100%
_
I_I
Evaluate Deployment to Determine ECT/Grid
Qualification and Production Readiness Service
LeeveNotel/)Process (Refer to Community Link in
•
5d
11/14/23
11/21/23
473FF
CS Engagement
Manager
Customer
Project
Manager
Activity
' 100%
II
Prepare Change Orders Per Final
Requirements
•
5d
11/14/23
11/21/23
473FF
CS Engagement
Manager
Customer
Project
Manager
Activity
100%
_ II
Customer Sign off on Change Orders -
Architect & onfigure Stage
•
5d
11/22/23
11/28/23
475
CS Engagement
Manager
Customer
Project
Manager
Sign -Off

477
478
479
480
481
482
483
484
485
486
Complet
e
High Level Task
Timeline
Status Durati
Indicat on Start Date End Date
or
Predece
ssors
CS Resource
Names
Customer
Resource Task Type
Names
100%
Update Project Plan, Timeline, Tenant
Management Plan, and Financials Workbook
with Change Order Impact
5d
11/21/23
11/28/23
100%
100%
Q Finalize Testing Strategy
10/11/23
10/20/23
Provide sample Test Strategy Documentation
and Review with Customer Test Lead

0.5d
10/11/23
10/11/23
476FF
CS Engagement
Manager
Customer
Project
Manager
Activity
CS Engagement
Manager
100%
Document Testing Strategy Key Decisions
3d
10/11/23
10/13/23
Customer Deliverable
Project
Manager,
Customer
Testing Lead
CS Engagement
Manager
Customer
Test Lead
Activity
100%
100%
487
4881
489
490
491
492
493
494
495
496
497
498
499
500
501
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
Prepare Draft Testing Timeline with Resources
Customer Complete Test Strategy Documentation
First Draft:Testing Timeline w/ Resources
1_1 Testing Tools Review (Part 1)
Review CynergyTM Testing Tools: Test Log,
Issue Log & Testing Metrics, Change Request
Form, Variance Tracker
First Draft Updates: Test Log
Q Preparing for Test (Part 1)
e2
•
5d
5d
2d
480
10/16/23 10/20/23
CS Engagement
Manager
478
10/23/23 10/27/23
482FF
10/25/23 10/27/23

1.25d 10/23/23 10/24/23

0.25d
10/23/23
1d
10/23/23
75d 10/25/23
478
10/23/23
Customer
Test Lead;
Customer
Project
Manager
Customer
Project
Manager,
Customer
Testing Lead
Customer
Testing Lead;
Customer
Project
Manager
CS Engagement
Manager
Customer
Testing Lead
Activity
Deliverable
10/24/23
02/06/24
CS Engagement Customer
Manager Testing Lead
Second Review: Test Strategy
•
5d
1 1/15/23
11/21/23
473SS
CS Testing Lead
Second Draft Testing Timeline w/ Resources
J Testing Tools Review (Part 2)
1d
11/27/23
11/28/23
477FF
CS Testing Lead
Customer
Testing Lead
Activity
Customer
Testing Lead
Activity
55d 11/21/23
02/06/24
First Draft Updates: Issue Log
5d
11/21/23
11/28/23
477FF
CS Testing Lead
Customer
Testing Lead
First Draft Updates: Change Request Form
5d
11/21/23
11/28/23
477FF
CS Testing Lead
Deliverable
Customer
Testing Lead
100%
100%
100%
100%
Final Updates: Test Log
s Prepare Test Scenarios (Smoke)
Develop & Document Test Scenarios
(Smoke)
Review Test Scenarios (Smoke)
•
5d
01/31/24
7d 10/25/23
5d
10/25/23
•
d
11/01/23
02/06/24
301,
477FF
CS Testing Lead
Deliverable
Customer
Testing Lead
Deliverable
11/02/23
10/31/23
351FS -
10d
CS Testing Lead
11/01/23
495
CS Leads
100% _I
100%
100%
100%
100%
Provide Scenarios to Customer (Smoke)
•
d
11/02/23
11/02/23
496
CS Testing Lead
Q Organizational Change & Training
Review first iteration of customer -specific
OC&T Strategy and Timeline
•
•

5.5d 10/24/23

0.5d
10/24/23
10/31/23
10/24/23
464

CS OC&T
Consultant
Deliverable
Activity
Deliverable
Customer Activity
OC&T Lead
Revise & Finalize OC&T Strategy and Timeline
3d
10/24/23 10/27/23
Review first Change Impact Assessment
readout with Customer

0.5d
499

CS OC&T
Consultant
Customer Deliverable
OC&T Lead
10/24/23 10/24/23
463

CS OC&T
Consultant
Customer
OC&T Lead
Meeting

502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
Complet
e
100%
100%
100%
100%
100%
High Level
Timeline
ISI Review
Task
first iteration of Communications Plan
with Customer
Status
Indicat
or
•
Durati
on Start Date End Date

0.5d
10/27/23 10/27/23
Predece
ssors
499FS
+3d,
501FS
+3d
CS Resource
Names

CS OC&T
Consultant
Customer
Resource
Names
Task Type
Meeting
Customer
OC&T Lead
Q
Review first iteration of Training Needs
Assessment with Customer
•

0.5d
10/27/23 10/27/23
501 FS
+3d

CS OC&T
Consultant
Customer
OC&T Lead
Meeting
O
Review first iteration of Change Champion
Network Plan with Customer
•

0.5d

0.25d
5d
10/30/23 10/30/23
499FS
3d +3, d
502SS
+ d

CS OC&T
Consultant
Customer
OC&T Lead
Meeting
—
—�
Start initial communicationstteaser campaign,
as defined in Communications Plan
10/30/23
10/24/23
10/30/23
502

CS OC&T
Consultant
Customer
OC&T Lead
Activity
—
�
Work with Customer to define Production Dress
Rehearsal Strategy
10/31/23
499

CS OC&T
Consultant
Customer
OC&T Lead
Activity
100%
_
1•
—1
Customer Sign Off on Initial OC&T
Documentation
• 10/31/23

0.25d
10/31/23
500FF,
501FF,
502FF,
503FF,
504FF,
506FF

CS OC&T
Consultant
Sign -Off
100%
- �
1-1 Prepare for Data Conversion in Architect &
-Configuration Tenant
•
11d
01/10/24
01/24/24
0%
O
Customer to Complete Data Conversion and
Data Validation Strategy Document •
1d

01/10/24
01/10/24
301FS -3w
CS Data
Conversion
Consultant
Customer
Project
Manager
Deliverable
0%
1-1
Develop Build Tracker for Tenant Build
•
5d
01/11/24
01/17/24
509
CS Data
Conversion
Consultant
0%
—I
Determine Effective Date for Data Pull
•
1d
01/11/24
01/11/24
509
CS Data
Conversion
Consultant
CS Engagement
Manager
Customer
Project
Manager
0%
[I
Request Configuration Tenant
•

0.1d
01/11/24
01/11/24
301SS,
510SS
0%
—
I
Grant Implementer Access to Configuration
Tenant
•

0.1d
0 01/12/24
01/12/24
512FS
+1d
511 FS -1d
CS Engagement
Manager
0%
Q
Develop data pull scripts and test/dean
up/update for final pull
•
10d
01/11/24
01/24/24 I
Aimee Shyn,
Robert Bonini
0%
❑
Schedule Daily Data Conversion Meetings
•
1d
01/18/24
01/18/24
510
510 1
CS Data
n
Consultant
Aimee Shyn,
Robert Bonini
0%
_
1 Internal
—�
Conduct Configuration Tenant Build Planning
Meeting •

0.25d
01/18/24
01/18/24
CS Data
Conversion
Consultant
CS Data
Conversion
Consultant
Meeting
0%
(-
Conduct Configuration Tenant Build Planning
Customer Meeting
•

0.25d
01/19/24
01/19/24
516FS
+1d
Customer
Project
Manager
Meeting
()
0 Build Configuration Tenant
0 84d
10/11/23
02/05/24
ri
Q Data Delivery & Conversion
•
84d
10/11/23
02/05/24
0%
O
Customer to gather/extract worker data from
legacy system
•
5d
01/24/24
01/30/24
508FS -1d
Customer
Project Team
Activity
0%
Q
Customer to validate/correct pulled data •

4d
01/31/24
02/05/24
520
Customer
Project Team
Activity
0%
O
Customer to Submit data to sFTP site and
Inform CS

0.1d
02105/24
02/05/24
521FF
Customer
Project Team
Deliverable
0%
O
CS to Build Configuration Tenant
•
15d
10/11/23
10/31/23
CS Functional
Consultants
Deliverable
0%
_
—�
Customer Performs Rolling Validation of
Transaction Data (Occurs During Daily Build
Meetings)
7d

0.25d
10/16/23
10/30/23
10!24/23
523SS
+3d
Customer
Project Team
Activity
0%
n
Request Copy of Tenant for Validation
Activities
10/30/23
523FS -2d
CS Engagement
Manager
Activity

526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
High Level
Complet Timeline Task
Status Durati
Indicat on Start Date End Date
or
Predece
ssors
CS Resource
Names
Customer
Resource Task Type
Names
0%
1 0%
0%
Provide access to Configuration Tenant for
Customer Data Validation
•

0.25d
11/01/23
Customer Completes Data Validation of
Configuration Tenant after Build is Complete
Document Issues from Build
0%
0%
I_I
CI
•
•
5d
13d
Conduct Configuration Tenant Build Post -
Modem using the Post-Mortem Build
Review Meeting Template
Customer Signs Off of Configuration Tenant
Build and Data Validation
•
•
11/01/23
10/19/23

0.25d
11/08/23

0.1d
11/07/23
523,525
11/01/23
CS Engagement
Manager
526SS
11/07/23
523SS,
527FF
11/07/23
11/08/23
11/07/23
527, 528
527FF
Activity
Customer Activity
Project Team
CS Data
Conversion
Consultant
CS Data
Conversion
Consultant
Customer Activity
Project Team
Customer
Project
Manager
Meeting
Sign -Off
Q WD Customer Success Touchpoint
•
3d
11/08/23
11/13/23
0%
Customer to watch 'Pillars of Success' video
series
•
3d
11/08/23
11/13/23
529
Q WD DA Review Checkpoints
0%
WD DA Checkpoint: Integration Design
Approach Review
•
3d
12/13/23
12/15/23
•
3d
12/13/23
0%
WD DA Checkpoint Foundation Data Model
Review
0%
CI
WD DA Review: Time Tracking Architect
Review (performance testing regarding Large
Enterprise Time Tracking)
0%
WD DA Preparation: Authentication Review -
customer to answer questions in the Scorecard
9 Finalize Configuration Tenant Build
HCM
CI
9 Core HCM
0%
0%
3d
•
12/13/23
344FS
+1w
12/15/23
12/15/23
404FS
+5w
Customer
Project
Manager
WD Delivery
Assurance, CS
Integrations
Consultant
WD Delivery
Assurance, CS
Financials Lead
DA Checkpoint
DA Checkpoint
3d
•
12/13/23
•
•
•
1d
12/13/23

87.25d 10/11/23
5d 02/02/24
5d
404FS
+5w
12/15/23
WD Delivery
Assurance, CS
Time Tracking Lead
DA Checkpoint
404FS CS Engagement
+5w Manager
12/13/23
Customer
Project
Manager
02/09/24
02/09/24
02/02/24
02/09/24
Complete configuration based on
requirements
Conduct Design Unit Test
•
2d
02/07/24
02/09/24
•
Sd
02/02/24
02/09/24
1089 CS Functional
Consultant
523, CS Functional
541FF Consultant
Customer
Project Team
0%
CI
Sign off on Design Unit Test
• 0.1d
02/09/24
02/09/24
542FF CS Functional
Consultant
Activity
Activity
Sign -Off
0%
Finalize Unit Test Documentation
•
5d
02/02/24
02/09/24
541FF CS Functional
Consultant
0%
Update Unit Test Log in Smartsheet and
Communicate
•