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HomeMy WebLinkAboutExhibitMicrosoft Consulting Services No -Cost Work Order State and Local Government (For Microsoft Internal Purposes Only) SLG/E MCS WO GVS0246-475328-608591 This No -Cost Work Order is made pursuant to the Microsoft Services Agreement #U5222173 (the "agreement") effective as of 1/13/2017, by and between Miami -Dade County, FL and Microsoft Corporation ("Microsoft," "we," "us," or "our"), as amended. As an Affiliate of Miami -Dade County, the City of Miami is permitted to utilize the agreement and enter into Work Orders with us. The City of Miami is referred as "you" or "Customer" in this Work Order. The terms of the agreement are incorporated herein by this reference. Any terms not otherwise defined herein will assume the meanings set forth in the agreement. This work order is comprised of this cover page and the work order terms below, which are incorporated herein by this reference. Customer Invoice Information Name of Customer Contact Name (This person receives invoices under this work order.) City of Miami, Florida City of Miami — Finance General Accounting Name of Customer Affiliate that executed the Agreement if different than the undersigned Street Address Contact E-mail Address Miami Riverside Center, 444 SW 2nd Street, 5th Floor pavables@miamigov.com City State/Province Phone No. Miami Florida Country Postal Code Fax USA 33130-1910 Invoicing Services under this Work Order are being offered on a gratuitous basis. No invoicing will occur. Contact Name: Contact E-mail address: Contact phone No.: Web site address: Commencement Date This Work Order will be effective and Professional Services can commence on the later of the below Signature Dates. This Work Order will expire on September 30, 2024. In order for Microsoft to continue work after the expiration date, Customer and Microsoft must agree in writing to a new Work Order or an amendment to this work order identifying the new expiration date and any other terms upon which Customer and Microsoft agree. Payments to Microsoft should be made to the following, include reference to our invoice number: By Check: Microsoft Enterprise Services, P.O. Box 844510, Dallas, TX 75284-4510 By Check (overnight courier): Microsoft Corporation c/o Bank of America Lockbox 844510, 1950 N. Stemmons Fwy, Ste 5010, Dallas, TX 75207 (214) 508-7262 By Wire: Microsoft Enterprise Services #844510, Acct 3750825354/ ABA#1100001-2, c/o Bank of America ❑ Attachments required with Invoice (Status Reports/Time /Expense Breakouts, Other): WorkOrder1 v8.0(USSLG E)(Apri12019) 1 Project Point of Contact (Customer Satisfaction Contact) Name of Customer Same as above Project leader (This person is Customer's point of contact for all service -related matters under this Work Order.) Street Address Contact E-mail Address City State/Province Phone Country USA Postal Code Fax By signing below the parties acknowledge and agree to be bound to the terms of the Agreement and this Work Order. Customer Microsoft Affiliate Name of Customer (Please Print) City of Miami, Florida Name Microsoft Corporation Signature Signature Name of person signing (Please Print) Name of person signing (Please Print) Title of person signing (Please Print) Title of person signing (Please Print) Signature date Signature date WorkOrder1 v8.0(USSLG E)(Apri12019) 2 1. Services. Microsoft will perform for Customer those services as identified in the attached Statement of Work entitled "Copilot for Microsoft 365 Rapid Deployment and Adoption," dated 5/24/2024 (the "Statement of Work" or "SOW'). Any dates provided are estimates only. All services will be performed off -site at our facilities and will be coordinated with your project leader. Because we are performing the services under your direction, based on an estimated period of performance and level of effort, we do not warrant that any services deliverables will be completed or be satisfactory to you within the estimated period or level of effort. Microsoft resources and Microsoft subcontractors' resources may perform services remotely or on -site from Microsoft facilities, Customer facilities, or Microsoft partner's facilities. If the project schedule requires Microsoft resources and/or Microsoft subcontractors' resources to perform dedicated services at Customer site on a weekly basis, Microsoft will apply the following travel guidelines: • Resources will typically be on -site for 3 nights/4 days; arriving on Mondays and leaving on Thursdays. • Resources may stretch their daily work plan in order to accommodate project's weekly activities within those 4 days. • As needed, resources may perform project activities working remotely on Fridays. • All project hours will be billed as actual. The following services constitute "gratuitous" services for which you shall have no legal or moral obligation to pay and for which we waive any entitlement to compensation. It is our intent that this agreement order be in compliance with applicable laws and regulations regarding the provision of gratuitous services. It is specifically understood that all services and services deliverables provided under this agreement are for the sole benefit and use of City of Miami, Florida, for which we provide them, directly or indirectly, and are not provided to or for the benefit of any individual. See attached SOW 2. Fees. The services provided hereunder constitute "gratuitous" services and materials for which Customer shall have no legal or moral obligation to pay and for which Microsoft waives any entitlement to compensation. By providing these gratuitous services and materials it is Microsoft's intent to be in compliance with applicable laws and regulations regarding the provision of gratuitous services. Specifically, it is understood that all services and materials provided under this work order are for the sole benefit and use of Customer, directly or indirectly, and are not provided to or for any individual government employee. Proposed Resources Proposed Hours Value of Gratuitous Monetary Investment (USD) Delivery Consulting Up to 380 Hours $127,584.00 Project Oversight Up to 34 Hours $ 12,412.00 Quality Assurance Up to 10 Hours $ 3,680.00 NOT TO EXCEED TOTAL Up to 424 Hours $ 149,423.04 Travel Expenses NOT TO EXCEED $2,000.00 AMOUNT BILLABLE TO CUSTOMER $0.00 WorkOrder1 v8.0(USSLG E)(Apri12019) 3 3. Changes to the Work Order Term. Either party may terminate this Work Order if the other party is in material breach or default of any obligation that is not cured within thirty (30) days' written notice of such breach. Customer may terminate this Work Order at any time for convenience by providing Microsoft with thirty (30) days prior written notice, "Notice Period". In case of termination for convenience, Customer will pay Microsoft for all services provided up to the end of the Notice Period. 4. Cost or Pricing Data. We will not, under any circumstances, accept work that would require the submission of cost or pricing data. 5. Use, ownership, rights, and restrictions. Products. "Product" means all products identified in the Product Terms, such as all Software, Online Services and other web -based services, including pre-release or beta versions. Product availability may vary by region. "Product Terms" means the document that provides information about Microsoft Products available through volume licensing. The Product Terms document is published on the Volume Licensing Site (http://www.microsoft.com/licensing/contract or successor site) and is updated from time to time. All products and related solutions provided under this Work Order will be licensed according to the terms of the license agreement packaged with or otherwise applicable to such product. Customer is responsible for paying any licensing fees associated with Products. Fixes. "Fixes" means Product fixes, modifications, enhancements, or their derivatives, that Microsoft either releases generally (such as service packs), or that Microsoft provides to Customer when performing Professional Services (all support, planning, consulting and other professional services or advice, including any resulting deliverables provided to Customer under this Work Order, to address a specific issue. "Professional Services" means Product support services and Microsoft consulting services provided to Customer under this Work Order. "Professional Services" or "services" does not include Online Services, unless specifically noted. Fixes are licensed according to the license terms applicable to the Product to which those Fixes relate. If the Fixes are not provided for a specific Product, any other use terms Microsoft provides with the Fixes will apply. Pre-existing Work. "Pre-existing Work" means any computer code or other written materials developed or otherwise obtained independent of this Work Order. All rights in Pre-existing Work shall remain the sole property of the party providing the Pre-existing Work. Each party may use, reproduce and modify the other party's Pre-existing Work only as needed to perform obligations related to Professional Services. Services Deliverables. "Services Deliverables" means any computer code or materials, other than Products or Fixes that Microsoft leaves with Customer at the conclusion of Microsoft's performance of Professional Services. Upon payment in full for the Professional Services, Microsoft grants Customer a non-exclusive, non -transferable perpetual, fully paid -up license to reproduce, use and modify the Services Deliverable, solely in the form delivered to Customer and solely for Customer's internal business purposes, subject to the terms and conditions of this Work Order. WorkOrder1v8.0(USSLGE)(Apri12019) 4 Affiliates' rights. Customer may sublicense the rights contained in this subsection relating to Services Deliverables to its Affiliates, but Customer's Affiliates may not sublicense these rights and Customer's Affiliates' use must be consistent with the license terms contained in this Work Order. Restrictions on use. Customer must not (and must not attempt to) (1) reverse engineer, decompile or disassemble any Product, Fix, or Services Deliverable, (2) install or use non -Microsoft software or technology in any way that would subject Microsoft's intellectual property or technology to obligations beyond those included in this Work Order; or (3) work around any technical limitations in the Products or Services Deliverables or restrictions in Product documentation. Except as expressly permitted in this Work Order, Customer must not distribute, sublicense, rent, lease, lend, or use any Product, Fix, or Services Deliverable to offer hosting services to a third party. Reservation of rights. All rights not expressly granted are reserved to Microsoft. 6. Taxes. If any amounts are to be paid to Microsoft, the amounts owed are exclusive of any taxes. Customer shall pay all value added, goods and services, sales, gross receipts or other transaction taxes, fees, charges or surcharges or other similar taxes, chares or fees or any regulatory cost recovery and other surcharges that are owed under this Work Order and which Microsoft is permitted to collect from Customer under applicable law. Customer shall also be responsible for an applicable stamp taxes and for all other taxes that it is legally obligated to pay, including any taxes that arise on the distribution of provision of Professional Services by Customer to its Affiliates. Microsoft shall be responsible for payment of all taxes based upon its net income, gross receipts taxes imposed in lieu of taxes on income or profits, or taxes on Microsoft's property ownership. If any taxes are required to be withheld on payments made to Microsoft, Customer may deduct such taxes from the amount owed and pay them to the appropriate taxing authority; provided however, that Customer shall promptly secure and deliver an official receipt for those withholdings and other documents reasonably requested by Microsoft to claim a foreign tax credit or refund. Customer will ensure that any taxes withheld are minimized to the extent possible under applicable law. 7. Warranties. a. Services. We warrant that all services will be performed with professional care and skill. b. No other warranties. TO THE EXTENT PERMITTED BY APPLICABLE LAW, WE DISCLAIM AND EXCLUDE ALL REPRESENTATIONS, WARRANTIES, AND CONDITIONS WHETHER EXPRESS, IMPLIED OR STATUTORY OTHER THAN THOSE IDENTIFIED EXPRESSLY IN THIS AGREEMENT (INCLUDING ANY STATEMENT OF SERVICES THAT INCORPORATES THESE TERMS), INCLUDING BUT NOT LIMITED TO WARRANTIES OR CONDITIONS OF TITLE, NON -INFRINGEMENT, SATISFACTORY QUALITY, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THE PRODUCTS, FIXES, SERVICE DELIVERABLES, RELATED MATERIALS AND SERVICES. WE WILL NOT BE LIABLE FOR ANY SERVICE(S) OR PRODUCT(S) PROVIDED BY THIRD PARTY VENDORS, DEVELOPERS OR CONSULTANTS IDENTIFIED OR REFERRED TO YOU BY US UNLESS SUCH THIRD - PARTY PRODUCTS OR SERVICES ARE PROVIDED UNDER OUR WRITTEN AGREEMENT BETWEEN YOU AND US, AND THEN ONLY TO THE EXTENT EXPRESSLY PROVIDED IN THIS AGREEMENT. WorkOrder1v8.0(USSLGE)(Apri12019) 5 8. Acceptable Use Policy Customer must not (and is not licensed to) use the Services Deliverables: • in a way prohibited by law, regulation, governmental order or decree; • to violate the rights of others; or • in any application or situation where use of the Service Deliverables could lead to the death or serious bodily injury of any person, or to severe physical or environmental damage, except in accordance with the High Risk Use section below. High Risk Use WARNING: Modern technologies may be used in new and innovative ways, and Customer must consider whether its specific use of these technologies is safe. The Services Deliverables are not designed or intended to support any use in which a service interruption, defect, error, or other failure of a Services Deliverable could result in the death or serious bodily injury of any person or in physical or environmental damage (collectively, "High Risk Use"). Accordingly, Customer must design and implement the Services Deliverables such that, in the event of any interruption, defect, error, or other failure of the Services Deliverables, the safety of people, property, and the environment are not reduced below a level that is reasonable, appropriate, and legal, whether in general or for a specific industry. Customer's High Risk Use of the Services Deliverables is at its own risk. Customer agrees to defend, indemnify and hold Microsoft harmless from and against all damages, costs and attorneys' fees in connection with any claims arising from a High Risk Use associated with the Services Deliverables, including any claims based in strict liability or that Microsoft was negligent in designing or providing the Services Deliverables to Customer in accordance with Customer's specifications. The foregoing indemnification obligation is in addition to any defense obligation set forth in Customer's Agreement and is not subject to any limitation of, or exclusion from, liability contained in such agreements. 9. Microsoft Professional Services Data Protection Addendum. "Professional Services Data" means all data, including all text, sound, video, image files, or software, that are provided to Microsoft by, or on behalf of, Customer (or that Customer authorizes Microsoft to obtain from an Online Service) or otherwise obtained or processed by or on behalf of Microsoft through an engagement with Microsoft to obtain Professional Services. The data protection terms applying to Professional Services in effect on the effective date of this Work Order and available at https://aka.ms/eswodpa are incorporated herein by this reference. For liability arising out of either party's confidentiality obligations relating to Professional Services Data provided under this Work Order, each party's maximum, aggregate liability to the other is limited to direct damages finally awarded in an amount not to exceed the amounts Customer paid for the applicable Professional Services under this Work Order. (REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK) WorkOrder1v8.0(USSLGE)(Apri12019) 6 �� Microsoft Statement of Work Copilot for Microsoft 365 Rapid Deployment and Adoption Prepared for: City of Miami, Florida Prepared by: Nick Schenk Date: 5/24/2024 Version: 1.4 r Microsoft Table of contents Introduction 1 1 Project objectives and scope 1 1.1. Objectives 1 1.2. Areas in scope 2 1.3. Areas out of scope 5 2. Project approach, timeline, and work products 7 2.1. Approach 7 2.2. Timeline 12 2.3. Work product acceptance 12 2.4. Project governance 12 2.5. Project completion 14 3. Project organization 14 3.1. Project roles and responsibilities 14 3.2. Microsoft ISD Project staffing 17 4. Customer responsibilities and project assumptions 17 4.1. Customer responsibilities 17 4.2. Project assumptions 18 5. Definitions/acronyms 20 6. Exhibits 20 This Statement of Work (SOW) and any exhibits, appendices, schedules, and attachments to it are made pursuant to Work Order (WO) GVS0246-475328-608591 and describes the work to be performed ("services") by Microsoft ("us," "we") for City of Miami, Florida ("Customer," "you," "your") relating Copilot for Microsoft 365 Rapid Deployment and Adoption (project). This SOW and the associated WO expire 30 days after their publication date, unless signed by both parties or formally extended in writing by Microsoft. Introduction This engagement will focus on supporting the customer to establish the adoption baseline for the smooth enablement of Microsoft Copilot throughout the environment, readying the end users and delivering an adoption campaign to drive benefit from usage. This SOW describes the Microsoft ISD Copilot for M365 rapid deployment and adoption and does not include the purchase or activation of the Microsoft 365 copilot service, which must be purchased by the Customer through a separate order, and technical remediation is the customer's responsibility. The Microsoft 365 copilot service is not customizable and cannot be modified beyond what is outlined in the Microsoft 365 Copilot Service Descriptions. The Customer acknowledges that the Service Descriptions meet or exceed the Customer's minimum requirements for the selected services. Microsoft Industry Solutions will collaborate with the Customer and Microsoft FastTrack and follow the standard Microsoft 365 FastTrack deployment methodology to carry out the services identified in this SOW. For additional information on the Microsoft FastTrack Benefit for Microsoft 365, refer to the following article on Microsoft Docs: https://docs.microsoft.com/en-us/fasttrack/m365-fasttrack-benefit-overview 1. Project objectives and scope 1.1. Objectives The primary goal of this project is to provide City of Miami, Florida with a team that will deliver the objectives as listed in the following table. Objective Description Facilitate an efficient enablement of Copilot across the organization by defining a path to adoption, with active usage within 30 days. • Establish a clear path to business use by providing business relevant adoption scenarios, target personas and associated adoption framework. • Provide the customer with the necessary support to drive M365 copilot adoption effectively. • Provide a rapid adoption plan and support the customers team with delivery of the 1st adoption campaign Industry Solutions Delivery SOW-COPM365RDEPADOPT-LEDv1.4(WW)(English)(May2024) Microsoft Confidential Page 1 of 22 1.2.Areas in scope 1.2.1. General project scope The project will address the following scope areas. Any changes in the scope area will follow the change management process as described in Section 2.4.3 Change management process. The activities listed in the following table are limited to a single Microsoft 365 tenant.Change management process Area Description Assumptions Build, test, and learn (adoption accelerator) • Conduct workshops to understand the pre -defined scenarios, understand the benefit analysis, and what the adoption campaign approach is. • Document captured benefits related to the 3-pre-defined scenarios. • Design a Scorecard to track impact and benefit realization. • Develop resources for the adoption campaign, • Facilitate Customer's ownership and knowledge transfer to implement the adoption plan. • Support the Customer adoption activities for the 15t adoption wave, including capturing the initial baseline scorecard. • Capture additional embedded use cases leveraging adoption campaign feedback mechanisms and form recommendations for the next adoption campaign. Copilot Technical Prerequisites Remediation Checklist (Leveraging FastTrack Guida nce) • Provide guidance on the technical prerequisites needed to deploy/enable copilot. • The required Copilot for Microsoft 365 licenses are available within the Customer's tenant. • The Customer will: • Agree on the remediation list to be performed by the customer, with the support of FastTrack. Industry Solutions Delivery Sow-COPM365RDEPADOPT-LEDv1.4(ww)(English)(May2024) Microsoft Confidential o Identify and coordinate their participants' attendance at the workshops. o Provide access to technology usage metrics. o Provide census and organizational data. o Appoint a lead to implement the adoption plan. o Own tracking value for the adoption scorecard o Appoint at least one champion per persona group. o Include the Executive/C- suite persona group by default • Customers will leverage FastTrack benefits to support Copilot readiness assessment the execution of the remediation activities to technically enable Copilot. • The customer will need to meet the minimum technical pre -requisites Page 2 of 22 1.2.2. Software products and technologies The products and technology that are listed in the following table are required for the project. The Customer is responsible for obtaining all identified licenses and products, and for ensuring copilot for M365 is technically enabled for up to 1000 target users. Product and technology item Version Description Ready by Responsibility Microsoft 365 licenses Not applicable Copilot for Microsoft 365 licenses and Viva Insights, Engage and Learn. Microsoft Entra ID Microsoft 365 productivity clients Not applicable • Licenses must be allocated in the Start of Microsoft 365 environment for all project users and features that are in scope for deployment. • All team members will need access to technology usage and adoption data metrics through Microsoft 365 reporting tools, such as Microsoft Productivity Score. Licenses must be allocated in the Before Microsoft 365 environment for all users enablement in scope for this project. Not applicable Each Customer user must have a Before Microsoft Entra ID (formerly Azure enablement Active Directory) account. Current or • Word, Excel, and PowerPoint: Before monthly These should be first available in enablement channel web versions and later, desktop (current channel). • Outlook: Users need to be using the new Outlook for Windows or Apple macOS. • Teams: Users must be using Teams desktop or the web app. Industry Solutions Delivery SOW-COPM365RDEPADOPT-LEDv1.4(ww)(English)(May2024) Microsoft Confidential Customer Customer This is a FastTrack supported activity that the customer can use for guidance. Customer This is a FastTrack supported activity that the customer can use for guidance. Customer This is a FastTrack supported activity that the customer can use for guidance. Page 3 of 22 Product and technology item Version Description Ready by Responsibility WebSockets Not applicable OneDrive Current 1.2.3. Environments • Loop: Tenants must have Loop implemented (if in scope for the Customer) (wss://) allowed endpoints as defined Before in ID #46 of Microsoft 365 Common enablement and Office Online guidance.' Some features (such as file restoration and management) require a OneDrive for work or school account Before enablement Customer This is a FastTrack supported activity that the customer can use for guidance. Customer This is a FastTrack supported activity the customer can receive guidance from, including guidance on data migration (OneDrive) The following environments will be used by Microsoft to perform activities listed in this document and will be supplied and maintained by the Customer. Environment Location Responsible for Subscription configuration ownership and maintenance Ready by Production Customer Microsoft Azure, Microsoft 365 Customer Customer Start of engagement ' https://learn.microsoft.com/en-us/microsoft-365/enterprise/urls-and-ip-address-ranges?view=o365-worldwide Industry Solutions Delivery Sow-COPM365RDEPADOPT-LEDv1.4(ww)(Eng I ish)(May2024) Microsoft Confidential Page 4 of 22 1.3.Areas out of scope Any area not explicitly included in the Areas in scope section is out of scope for Microsoft during this engagement. Areas out of scope for this engagement are listed in the following table. Area Description Product licenses and subscriptions Hardware Client software Data cleansing Data migration System integration Upgrades, updates, patches, and fixes Process reengineering Organizational change management User communications Training Deployment, installation, configuration, and testing Product licenses (Microsoft or non -Microsoft) and cloud service subscriptions are not included, unless otherwise noted in the Software products and technologies section of this SOW. Microsoft will not provide hardware for this project. Deployment and configuration of client software is out of scope for the project. Data cleansing activities are not in scope for this project. Data migration activities are not in scope for this project. Modifications to commercially available third -party systems or external interfaces that support integration are not in scope for this project. Product upgrades, updates, patches, fixes, and design change requests for Microsoft products are not in scope for this project. Designing functional business components and business processes of the solution is not included. Designing —or redesigning —the Customer's functional organization is not included. Microsoft will not manage any direct user communications associated with the engagement. Formal in -class user training related to products or technology that includes workshops, classrooms, and training materials is not in scope of this engagement unless explicitly listed in the in -scope section The following items are not included: • Application deployment • Installation and configuration of Copilot for M365 Industry Solutions Delivery SOW-COPM365 RD EPADOPT-LEDv1.4(W W)(Eng l i sh)(May2024) Microsoft Confidential Page 5 of 22 Area Description User support Copilot Technical Remediation and Enablement Delivering the agreed -upon adoption plan Information security policies Regulatory compliance • Installation and configuration of server hardware or network resources • Installation, configuration, and testing of non - Microsoft software other than software identified as within scope • Testing and configuration of applications and services outside of those required to support the deployment of the solution • Troubleshooting or remediation of existing network and storage systems • Testing and configuration of applications and services outside of those required to support the deployment of the solution are not in scope • User issue troubleshooting is out of scope; the Customer is responsible for user support. • The customer is responsible for ensuring that technical remediation is completed within the first two weeks of the projects 4 week timeline. • Remediation of uncovered issues is customer responsibility, with assistance provided by Microsoft Fast Track • Any technical related activity related to tenant readiness and configuration. • Any technical activity related to user enablement and remediation assistance. • Any technical activity related to data classification setup, confidentiality, and privacy The Customer is responsible for delivering the agreed - upon adoption plan with capped 2-week continuous support from Microsoft for the first adoption wave. Creation of information security policies or application development security policies is out of scope. The Customer is solely responsible for its regulatory compliance and must highlight to Microsoft any technical adjustment required to be compliant. Any unforeseen technical adjustment will follow the change management process as described in Section 2.4.3 Change management processCha nge management process. Industry Solutions Delivery Sow-COPM365RDEPADOPT-LEDv1.4(ww)(Eng I ish)(May2024) Microsoft Confidential Page 6 of 22 2. Project approach, timeline, and work products 2.1.Approach The project will be structured to follow the first three phases of the Microsoft Solution Delivery Methodology: Envision, Plan, and Build. Each phase has distinct activities and work products that are described in the following sections. When activities are complete, the phase is considered complete. Envision Plan Build 2.1.1. Engagement Initiation phase Before beginning the project and dispatching resources, the following prerequisites must be completed, remotely where applicable. Category Description Microsoft activities The activities to be performed by Microsoft Customer activities The activities to be performed by the Customer Work products • Conduct an initiation call to commence team formation and communicate expectations. • Document the project launch prerequisites using input from this SOW. • Track the status of prerequisites and adjust the Engagement Initiation phase start date accordingly. • Conduct a detailed walk-through of the SOW with the Customer and agree on an initial project schedule and approach. • Attend and participate in the initiation call. • Assign responsibilities for project initiation and launch prerequisites to accountable Customer resources. Establish target completion dates. • Complete the project initiation and launch prerequisites. • Staff the project with the required Customer resources in the time frames that were agreed upon in the initiation call. Name Description Responsibility Initiation call minutes E-Mail will be sent to provide presented content, decisions, and actions taken during the initiation call. Industry Solutions Delivery Sow-COPM365RDEPADOPT-LEDv1.4(ww)(English)(May2024) Microsoft Confidential Microsoft Page 7 of 22 2.1.2. Envision phase During the Envision phase, the teams (Microsoft and Customer) will reach agreement on a shared vision for the project, including verification of the identified scope, activities, and assumptions required to realize the vision. Category Description Microsoft activities The activities to be performed by Microsoft Customer activities The activities to be performed by the Customer • Conduct 3 pre -defined Scenario workshops (4 hours maximum each) to: o Review all scenarios listed in section Exhibits as inputs to these workshops. o Prioritize the personas & scenarios with the customer, confirming the 3 scenarios & personas for adoption. ■ Executive / C-Suite persona group is included by default. o Capture the benefits for selected scenarios. o Agree on to the focus scenario and the personas as the basis for delivering the adoption plan. • Analyze and document the anticipated benefits related to the 3 pre -defined scenarios in the Scenario Description Document. • Design a Scorecard to be implemented by the customer to track scenario impact and benefit realization. • Provide guidance on the technical perquisites required to enable copilot for M365. (Limited to 8 hours maximum) • Identify and commit sponsors, leaders, change champions, and a change management lead. o Commit at least 1 champion for each persona group. Ideally, the champion should be a representative of said persona group. • Verify leaders and change champions' attendance and workshop participation. • Make a management lead accountable for change management campaigns to the field. • Provide census and organizational data for the Copilot for Microsoft 365 assessment. • Complete Copilot for Microsoft 365 scorecard baseline metrics. • Provide access to technology usage metrics. • Customers will leverage FastTrack benefits to support Copilot readiness assessment the execution of the remediation activities to technically enable Copilot. Industry Solutions Delivery SOW-COPM365RDEPADOPT-LEDv1.4(WW)(English)(May2024) Microsoft Confidential Page 8 of 22 Category Key assumptions Work products Description • The executive persona is included by default. • Required Copilot for Microsoft 365 licenses are available within Customer tenants. • All activities are limited to a single Microsoft 365 tenant. • Customers will leverage FastTrack benefits to support Copilot readiness assessment the execution of the remediation activities to technically enable Copilot. Name Scenario description document Description Responsibility A PowerPoint document that includes detailed information about the 3 pre -defined scenarios, including anticipated benefits. Scorecard design A PowerPoint document that displays the targeted document scorecard that will be used to measure the potential benefits of the scenarios during adoption. Remediation Checklist PowerPoint listing the technical prerequisites required for Copilot for M365, leveraging FastTrack guidance. Microsoft Microsoft Microsoft 2.1.3. Plan phase During the Plan phase, the team will develop a detailed plan for the project that includes a list of activities that are to be completed and confirm the project schedule. Category Description Microsoft activities The activities to be performed by Microsoft Customer activities The activities to be performed by the Customer • Develop the adoption campaign plan for document scenarios and personas. • Develop resources to support the adoption campaign, • Engage in knowledge sharing with the Customer's Sponsors, Leaders, and Champions (two workshops 4-hour maximum). • Ensure Leaders and Change Champions' attendance for workshop participation and campaign planning. • Provide information requested by the Microsoft team. • Review of the proposed campaign plan Industry Solutions Delivery SOW-COPM365RDEPADOPT-LEDv1.4(WW)(English)(May2024) Microsoft Confidential Page 9 of 22 Category Description Key assumptions Work products • Commit resources to execute the campaign plan • Ensure copilot for M365 is technically enabled for up to 1000 target users. • Required Copilot for Microsoft 365 licenses are available within in -scope Customer tenants. • All activities are limited to a single Microsoft 365 tenant. Name Description Responsibility Campaign Materials Awareness PowerPoint documentation describing the scenario campaign plan, and end users/target personas materials accelerate adoption. Microsoft 2.1.4. Build phase During the Build phase, the team will support Customer adoption and technical blocker remediation. Category Description Microsoft activities The activities to be performed by Microsoft • Help the Customer deliver the first adoption wave, providing adoption support from Day 1 of the adoption campaign. o Engage and educate priority personas about the 3 core scenarios. o Support adoption campaign communication across priority persona groups, including monitoring feedback mechanisms. o Conduct knowledge transfer that empowers sponsors, leaders, and champions to drive ongoing adoption. o Help the Customer create a baseline scorecard that lists the potential benefits persona groups can receive in the first adoption wave (limited to 1 week of usage data). • Capture additional embedded use cases using adoption campaign feedback mechanisms and form recommendations for the next adoption campaign (included in the retrospective workshop report). Industry Solutions Delivery SOW-COPM365RDEPADOPT-LEDv1.4(WW)(English)(May2024) Microsoft Confidential Page 10 of 22 Category Description • Conduct a retrospective workshop (4 hours maximum) to review work performed and provide recommendations on the next adoption activities. Customer activities The activities to be performed by the Customer • Work with Microsoft FastTrack to ensure all technical & licensing prerequisites are in place prior to enabling copilot for end- users. • Leverage Fasttrack benefits to implement the remediation activities (should be completed latest week 2 of the project) • Assign at least one champion per persona group to co -lead adoption and manage persona feedback mechanisms. • Ensure sponsors, leaders, champions participate in train -the - trainer, and adoption knowledge transfer. • Engage in the 15t adoption wave with Microsoft support. • Ensure the Executive / C-Suite persona is included in the first adoption campaign. • Assist the retrospective workshop preparation and provide consensus on next adoption activities. • Executive sponsor to participate in the retrospective workshop, review the build work products, and facilitate alignment and agreement on the recommendations for scaling and accelerating enablement and adoption Key assumptions Work products • Build activities are limited to 2 weeks. • Required Copilot for Microsoft 365 licenses are available within Customer tenants in scope. • All activities are limited to a single Microsoft 365 tenant. • The Customer has a Unified support contract with Microsoft to open support tickets. Name Description Responsibility Build Support Report A PowerPoint presentation that includes detailed information about support activities delivered to the Customer during the Build phase and analysis of the scorecard that was implemented by the Customer. Retrospective workshop A PowerPoint presentation that includes detailed Report information about work performed and Industry Solutions Delivery SOW-COPM365RDEPADOPT-LEDv1.4(WW)(English)(May2024) Microsoft Confidential Microsoft Microsoft Page 11 of 22 Al Transformation Recommendations 2.2. Timeline recommendations on scaling and accelerating enaagement and adoption. PowerPoint describing next step business opportunities, use cases and recommendations on scaling adoption and copilot business impact. Microsoft During project planning, the timeline will be confirmed. The following timeline is a high-level representation. All durations are related to the project start date and are estimates only. If the project timeline changes significantly, a change request might be issued following the change management process described in this SOW. Engagement Initiation 1 week Envision and Plan 2 weeks Build 2 weeks 2.3. Work product acceptance No work product in this engagement is subject to Customer's formal acceptance. 2.4. Project governance The governance structure and processes the team will adhere to for the project are described in the following sections. 2.4.1. Project communication The following will be used to communicate during the project: • Status reports: The Microsoft team will prepare and issue status reports to project stakeholders weekly. • Status meetings: The Microsoft team will schedule weekly status meetings to review the overall project status, and open problems and risks. 2.4.2. Risk and issue management The following general procedure will be used to manage active project issues and risks during the project: • Identify: Identify and document project issues (current problems) and risks (potential events that affect the project). • Analyze and prioritize: Assess the impact and determine the highest priority risks and issues that will be managed actively. Industry Solutions Delivery SOW-COPM365 RD EPADOPT-LEDv1.4(W W)(Eng l i sh)(May2024) Microsoft Confidential Page 12 of 22 • Plan and schedule: Decide how to manage high -priority risks and assign responsibility for risk management and problem resolution. • Track and report: Monitor and report the status of risks and issues. • Escalate: Escalate to project sponsors the high -impact issues and risks that the team is unable to resolve. • Control: Review the effectiveness of the risk and issue management actions. Active issues and risks will be monitored and reassessed on a weekly basis. 2.4.3. Change management process During the project, either party can request modifications to the services described in this SOW. These changes take effect only when the proposed change is agreed upon by both parties. The change management process steps are: • The change is documented: Microsoft will document all change requests in a Microsoft change request form. The change request form includes: o A description of the change. o The estimated effect of implementing the change, including the impact on the project scope, schedule, and fees. • The change is submitted: Microsoft will provide the change request form to the Customer. • The change is accepted or rejected: The Customer will have three business days to confirm the following to Microsoft: o Acceptance —the Customer must sign and return the change request form. o Rejection —if the Customer does not want to proceed with the change or does not provide an approval within three business days, no changes will be performed. • Any delays due to Customer dependencies, deliverables, or changes in listed assumptions or scope might affect the project schedule, effort, and cost, and will be managed by the change management process outlined in this section. During the project, either party can request, in writing, additions, deletions, or modifications to the services described in this SOW ("change"). Approved changes will be managed through amendments and could lead to additional costs and schedule impacts. We shall have no obligation to commence work in connection with any change until the details of the change are agreed upon in an amendment signed by the authorized signatories from both parties. Within three consecutive business days of receipt of the proposed amendment, you must either indicate acceptance of the proposed change by signing the amendment or advise us not to perform the change. If you advise us not to perform the change, we will proceed with the original agreed -upon services only. In the absence of your acceptance or rejection within the previously noted time frame, we will not perform the proposed change. 2.4.4. Escalation path The Microsoft project manager will work closely with the Customer project manager, sponsor, and other designees to manage project issues, risks, and change requests as described previously. The Customer will Industry Solutions Delivery Sow-COPM365RDEPADOPT-LEDv1.4(ww)(Eng I ish)(May2024) Microsoft Confidential Page 13 of 22 provide reasonable access to the sponsor or sponsors to expedite resolution. The standard escalation path for review, approval, or dispute resolution is as follows: • Project team member (Microsoft or the Customer) • Project manager (Microsoft and the Customer) • Microsoft delivery management executive • Microsoft and the Customer project sponsor 2.5. Project completion The project will be considered complete when at least one of the following conditions has been met: • All Microsoft activities and in -scope items have been completed. • Thirty calendar days have passed since the Engagement Initiation phase date. • The WO has been terminated. 3. Project organization 3.1. Project roles and responsibilities The key project roles and the responsibilities are as follows. 3.1.1. Customer Role Responsibilities Project sponsor Architecture lead Project manager • Provide the estimated project commitment: 20 hours per week • Make key project decisions. • Serve as a point of escalation to support clearing project roadblocks. • Approve change requests. • Partner with the Microsoft architecture lead to review business needs and objectives. • Serve as the primary technical point of contact for the Microsoft partner team. • Provide requirements and make decisions related to the architecture and migration plan. • Review engagement work products and provide feedback. • Advise on prioritization decisions. • Manage and coordinate the overall engagement and deliver it on schedule. • Take responsibility for Customer resource allocation, risk management, engagement priorities, and communication with executive management. • Collaborate with the Microsoft project manager on progress tracking and reporting. Industry Solutions Delivery Sow-COPM365RDEPADOPT-LEDv1.4(ww)(English)(May2024) Microsoft Confidential Page 14 of 22 Role Responsibilities • Collaborate with the Microsoft or partner project manager to remove impediments that affect progress of the team. • Coordinate decisions within 3 business days, or according to an otherwise agreed -upon timeline. Change management lead (including sponsors, leaders, and champions) • Manage and coordinate change management activities, and identify sponsors, leaders, and champions. • Attend activities, sessions, workshops, or classes relevant to his or her scope of influence and help drive the change program. • Identify, schedule, and assist with coordinating interviews and gathering organizational information. • Drive persona group adoption activities, including ongoing business value measurement. Executive sponsor • Secure and allocate resources, including budget, personnel, and technology needed to support the project's objectives and scope. • Support adoption efforts, verifying that the organization is ready for the changes the project will bring. This includes endorsing the change and helping manage resistance from within the organization. • Act as the project's champion within the organization, advocating for the project's value and importance to confirm continued support and resources. Microsoft 365 service administrators • Take collective responsibility for the Microsoft 365 tenant and services that are in scope for the engagement. • Participate in interviews and provide information about the current environment. • Review engagement work products. • Provide access to environments as required to complete engagement work. • Complete assigned work items, including identified preparation work required for the completion of the Microsoft engagement scope. • Participate in testing. • Provide support for the migration and engage Microsoft for assistance, as required. Devices and endpoint management lead • Take responsibility for managed desktops, client software distribution, and management tools. • Complete assigned work items, including identified preparation work required for the completion of the Microsoft engagement scope. • Deploy any required scripts on Customer devices. • Participate in testing. • Provide support for the engagement and engage Microsoft or partner for assistance, as required. Industry Solutions Delivery Sow-COPM365RDEPADOPT-LEDv1.4(ww)(English)(May2024) Microsoft Confidential Page 15 of 22 Role Responsibilities UAT lead • Create test plans for user acceptance testing (UAT) and coordinate all Customer resources needed for testing, including application owners. • Coordinate UAT during testing and enaagement pilots. • Notify the delivery team of any defects identified during UAT. User communications lead Help desk lead Security contact • Draft and send all user communications related to the engagement. • Work with the Microsoft team to verify the technical accuracy of user communications. • Prepare the help desk to support production changes and migration. • Oversee the help desk during and after migration, manage all user support, and escalate systemic problems to the Microsoft or partner team as necessary. • Provide technical documentation for the contract -identified or engagement -specific data protection requirements, standards, and other identified Customer security and privacy expectations. • Complete post -project review, credential rotation, and access removal. 3.1.2. Microsoft Role Responsibilities Delivery management executive Microsoft project manager Solution Architect • Serve as the point of escalation to support clearing engagement roadblocks. • Lead the executive steering committee with the Microsoft project manager. • Serve as the arbiter of engagement issues. • Serve as the primary point of contact and take accountability for work products. • Manage and coordinate the overall Microsoft project delivery. • Serve as the point of contact for contract extensions, personnel matters, and billing. • Take responsibility for issue and risk management, change management, project priorities, status communications, and status meetings. • Coordinate Microsoft and Microsoft subcontractor resources (if any), but not Customer resources. Note: Project management might be delivered remotely. • Provide technical oversight. • Verify that Microsoft -recommended practices are being followed. • Take responsibility for overall solution design. • Help evaluate the implications of trade-off decisions. • Capture key architecture decisions. Industry Solutions Delivery Sow-COPM365RDEPADOPT-LEDv1.4(ww)(English)(May2024) Microsoft Confidential Page 16 of 22 Role Responsibilities Organizational Enablement architect (ACM) Technical consultants (Optional) Organizational Enablement consultants (ACSM) • Effectively communicate, collaborate, and align with relevant IT and business stakeholders. • Provide technical oversight and governance. • Provide oversight and governance for the build and test learn scope (ACSM). • Take responsibility for Organizational Enablement resource allocation, risk management, engagement priorities, and communication with executive management. • Verify that the work is completed according to the plan. • Provide Organizational Enablement thought leadership. • Deliver Organizational Enablement sessions, workshops, classes, and work products in accordance with the engagement scope. • Take responsibility for assigned activities aligned to the plan. • Provide the combined expertise required for the delivery of in -scope work. • Participate in status meetings and workshops (when required). • Have deep knowledge of, and skills in, specific Organizational Enablement domains. • Take responsibility for the Organizational Enablement delivery of sessions, workshops, and work products relative to their areas of expertise. 3.2. Microsoft ISD Project staffing Microsoft ISD plans to staff the project as follows. Role Delivery management executive Microsoft project manager Quantity Full-time/part-time Part-time Architect Organizational Enablement consultants (ACSM) Part-time Part-time Full-time 4. Customer responsibilities and project assumptions 4.1.Customer responsibilities In addition to Customer activities defined in the Approach section, the Customer is also required to: • Provide information: Industry Solutions Delivery SOW-COPM365RDEPADOPT-LEDv1.4(ww)(English)(May2024) Microsoft Confidential Page 17 of 22 o This includes accurate, timely (within three business days or as mutually agreed upon), and complete information required for the engagement. • Provide access to people and resources. o This includes access to knowledgeable Customer personnel, including business user representatives, and access to funding if additional budget is needed to deliver the project scope. • Acquire and install the cloud capacity that is needed to support the environments as defined in the Areas in scope section of this SOW. • Provide access to systems. o This includes access to all necessary Customer work locations, networks, systems, and applications (remote and onsite). • For onsite work, provide a suitable work environment o This consists of suitable workspaces, including desks, chairs, and Internet access. • Manage non -Microsoft resources. o The Customer will assume responsibility for the management of all Customer personnel and vendors who are not managed by Microsoft. • Manage external dependencies. o The Customer will facilitate any interactions with related projects or programs to manage external project dependencies. • Troubleshoot systems that are not being developed by Microsoft. • Confirm regulatory compliance. • Provide standard product training. • Other general responsibilities. o The Customer will assign a team to collaborate on the project with the Microsoft team. o Monitor network activity. o Provide application support. o Take responsibility for the financial costs associated with hardware purchasing, software licensing, or purchasing of Microsoft or third -party tools. o Take responsibility for bug fixing and troubleshooting problems that are related to applications or other third -party software, hardware products, or applications that are not explicitly mentioned as in scope. o Prepare documentation about processes, standards, policies, or existing guidelines. o Plan, design, customize, enhance, troubleshoot, or resolve problems that are related, but not limited, to supporting the infrastructure listed here: • Firewalls • Storage area networks • Networks 4.2. Project assumptions The project scope, services, fees, timeline, and our detailed solution are based on the information provided by the Customer to date. During the project, the information and assumptions in this SOW will be validated, and if a material difference is present, this could result in Microsoft initiating a change request to cover additional work or extend the project duration. In addition, the following assumptions have been made: Industry Solutions Delivery Sow-COPM365RDEPADOPT-LEDv1.4(ww)(Eng I ish)(May2024) Microsoft Confidential Page 18 of 22 • Workday: o The standard workday for the Microsoft project team is between 8am - 5pm local time, Monday through Friday where the team is working. Note hours can be adjusted based on usual subsidiary working hours • Standard holidays: o Observance of consultants' country -of -residence holidays is assumed. • Remote work: o The Microsoft project team will perform services remotely. • All onsite services provided in this engagement will be subject to reimbursable travel expenses charged at actual cost. The place of performance under the SOW might be a Microsoft facility, or various remote and offsite locations (including Microsoft employee home offices). • Language: o All project communications and documentation will be in English. Local language support and translations will be provided by the Customer. • Staffing: o If necessary, Microsoft will make staffing changes. These might include, but are not limited to, the number of resources, individuals, and project roles. o Resource mobilization for staffing the project will be 2 weeks. • Informal knowledge transfer: o Customer staff members who work alongside Microsoft staff will be provided with information knowledge transfer throughout the project. No formal training materials will be developed or delivered as part of this informal knowledge transfer. • Other assumptions: o All project resources will have the appropriate level of security access needed to complete project -related efforts. o Holidays, vacation, and training time have not been factored into this SOW. o All work is to be contiguously scheduled. Any breaks in the engagement calendar must be scheduled four weeks in advance, or work will be billed without interruption. • Client compliance training for highly regulated industries is not included in the estimation. This includes: o Security training o Internal onboarding o Financial compliance training o Healthcare compliance training o Procedures outside of Microsoft standard compliance o Additional training o Background checks, fingerprinting, badging, and authentication • The Customer agrees that Microsoft can associate the Customer's online services with professional services accounts through configuration of the Customer's subscriptions, Azure resources, or deployed applications. • Browser compatibility Industry Solutions Delivery Sow-COPM365RDEPADOPT-LEDv1.4(ww)(Eng I ish)(May2024) Microsoft Confidential Page 19 of 22 o Browser compatibility testing is not part of the estimate. It may be added, but it will affect the overall duration and cost of the engagement. • The Customer will meet the necessary requirements to verify that the solution design meets regulatory requirements. • If localization support is required (support for additional languages), the change management process must be followed to amend scope. • Azure services and technology o Azure services and Azure -supported Microsoft technologies will be used to develop the solution. The components to be developed by Microsoft will be cloud -hosted. 5. Definitions/acronyms The following acronyms, abbreviations, initialisms, and terms are used throughout this document. Term Definition ACSM Scope SOW Work product 6. Exhibits Adoption, Change, and Services Management The overall engagement scope Statement of Work Work products are tangible outcomes or artifacts produced during project delivery. They might not always be fully completed scope items, but rather evolving representations of the intended scope, serving as evidence of progress without needing formal Customer review or approval. Adoption activities will focus on the predefined Copilot for Microsoft 365 scenarios in the following table, which require no custom development. This functionality is native to Copilot for Microsoft 365. The personas targeted for the scenarios shown in the following table: Human Resources (HR), Procurement (PC), Administration (AD), Legal (LE), Finance (FI), and Executives (EX). The recommendation is to focus on executives as the first persona group, and for the Customer to elect at least one champion for each persona group. Scenario Capabilities HR PC AD FI EX LE Meeting collaboration with Automated agenda preparation Meeting summary and notes generation Industry Solutions Delivery Sow-COPM365RDEPADOPT-LEDv1.4(ww)(Eng I ish)(May2024) Microsoft Confidential Page 20 of 22 Scenario Capabilities Copilot for Microsoft 365 Meeting or chat recap creation Live sentiment analysis Next step actions Language translation Ability to ask questions about a chat Collaborative brainstorming Content generation with Copilot for Microsoft 365 Transforming existing text into presentation First draft creation Content editing and formatting Ability to add more context Presentation content summariz Extraction of next steps Summarization of long texts Ability to ask questions about content Personal productivity with Copilot for Microsoft 365 Author or get coaching on the new email Thread reply suggestions Summarization of long threads Industry Solutions Delivery SOW-COPM365RDEPADOPT-LEDv1.4(WW)(English)(May2024) Microsoft Confidential HR PC AD FI EX LE X X X X X X X X X X X X X X X X X X X X X X X X meeting or X X X X X X X X X X X X a X X X X X X X X X X X X X X X X X X X X X X X X ation X X X X X X X X X X X X X X X X X X ocument X X X X X X :reation of X X X X X X X X X X X X X X X X X X Page 21 of 23 Scenario Capabilities HR PC AD FI EX LE Question and answer and ideas generation in chat Note summary creation Creation of to-do lists Industry Solutions Delivery SOW-COPM365 RD EPADOPT-LEDv1.4(W W)(Eng l i sh)(May2024) Microsoft Confidential Page 22 of 22