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Data Climb ~ C240009 CITY OF TIGARD - CONTRACT SUMMARY & ROUTING FORM Contract Overview Contract/Amendment Number: C240009a1 Contract Start Date: 08/18/2023 Contract End Date: 08/31/2025 Contract Title: Tigard ERP Project Staffing Contractor Name: Data Climb Contract Manager: Maiya Delgoda Department: IT Contract Costs Original Contract Amount: $1,100,000.00 Total All Previous Amendments: n/a Total of this Amendment: ($825,000.00) Total Contract Amount: $275,000.00 Procurement Authority Contract Type: Personal Services Procurement Type: Formal RFP >$150K Solicitation Number: 2023-15 LCRB Date: 08/15/2023 Account String: Fund-Division-Account Work Order – Activity Type Amount FY 24 6002300-54001 $235,000.00 FY 25 6002300-54001 $40,000 FY Contracts & Purchasing Approval Purchasing Signature: Comments: Reducing contract scope and amount. DocuSign Routing Route for Signature Name Email Address Contractor Syed Ahamed Syed.Ahamed@data-climb.com City of Tigard Maiya Delgoda Maiya.Delgoda@tigard-or.gov Final Distribution Contractor Syed Ahamed Syed.Ahamed@data-climb.com Project Manager Maiya Delgoda Maiya.Delgoda@tigard-or.gov Buyer Rosie McGown Rosie.McGown@tigard-or.gov Rev. 8/21 CITY OF TIGARD, OREGON AMENDMENT TO CONTRACT NUMBER C240009 FOR TIGARD ERP PROJECT STAFFING AMENDMENT #1 The Agreement between the City of Tigard, a municipal corporation of the State of Oregon, hereinafter called City, and Data Climb, hereinafter referred to as Contractor, is hereby amended as follows: 1. COMPENSATION The Compensation section of the Contract is amended to decrease the total potential compensation payable under the Contract by Eight Hundred Twenty-Five Thousand and No/100 Dollars ($825,000.00), to a new not to exceed amount of Two Hundred Seventy-Five Thousand and No/100 dollars ($275,000.00). Total payments to Contractor for services under this Contract, including but not limited to Services added by this amendment number 1, shall not exceed that new total without further amendment of the Contract. 2. SCOPE OF SERVICES The Scope of Services for the Contract is amended as outlined in Exhibit A of this amendment. 3. METHOD AND PLACE OF SUBMITTING NOTICE, BILLS AND PAYMENTS Section 5, of the contract is amended to update the contacts for City and Contractor. CITY OF TIGARD DATA CLIMB Attn: Maiya Delgoda Attn: Syed Ahamed Address: 13125 SW Hall Blvd Tigard, OR 97223 Address: 205 North Michigan Ave, Suite 810 Chicago, IL 60601 Phone: (503) 718-2757 Phone: (312) 763-9608 Email: Maiya.Delgoda@tigard-or.gov Email: Syed.Ahamed@data-climb.com Except as expressly provided in this contract amendment, all other terms remain unchanged. IN WITNESS WHEREOF, City has caused this Amendment to be executed by its duly authorized undersigned officer and Contractor has executed this Amendment upon signature and date listed below. CITY OF TIGARD DATA CLIMB Signature Signature Printed Name Printed Name Date Date DocuSignEnvelopeID:6135A3AB-3441-49A5-902B-7E42A50B5526 4/8/2024 SyedAhamed 4/8/2024 MaiyaDelgoda DATA CLIMB Change Order TigardϙERPϙProjectϙSta￿ing 1 | P a g e Project Name TigardϙERPϙProjectϙSta￿ing Change Order Number 001 Requesting Party Maiya Delgoda, InformationϙTechnology Director Date of Request February 13, 2024 Description of Changes, Rationale, and Timing Human Resources Management Lead Role 1. Tigardϙhasϙmadeϙaϙdecisionϙtoϙtakeϙanϙapproachϙto theϙMunisϙERPϙ ImplementationϙProjectϙthatϙisϙdi￿erentϙfromϙthatϙwhichϙwasϙ recommendedϙinϙtheϙDATAϙCLIMBϙERPϙProjectϙSta￿ingϙStatementϙofϙ Work,ϙandϙtherefore,ϙwillϙnoϙlongerϙrequireϙtheϙHumanϙResourcesϙLeadϙ roleϙforϙtheϙDATAϙCLIMBϙERPϙSta￿ingϙContract. 2. Therefore,ϙe￿ectiveϙMonday,ϙJanuaryϙ29,ϙ2024,ϙDATAϙCLIMBϙConsultantϙ BhargavϙPatelϙwillϙrollϙo￿ϙtheϙTigardϙERPϙProject. 3. DATAϙCLIMBϙwillϙnotϙreplaceϙthisϙroleϙonϙtheϙproject. Organizational Change Readiness Lead Role 1. E￿ectiveϙFriday,ϙDecemberϙ1,ϙ2023,ϙTigardϙwillϙtakeϙanϙapproachϙtoϙ organizationalϙchangeϙmanagementϙthatϙisϙdi￿erentϙfromϙtheϙapproachϙ recommendedϙinϙtheϙDATAϙCLIMBϙERPϙProjectϙSta￿ingϙStatementϙofϙ Work.ϙTigardϙwillϙuseϙinternalϙCityϙsta￿ϙtoϙconductϙallϙorganizationalϙ changeϙreadinessϙactivities. 2. Therefore,ϙTigardϙnoϙlongerϙrequiresϙtheϙOrganizationalϙChangeϙ ReadinessϙLeadϙroleϙforϙtheϙDATAϙCLIMBϙERPϙSta￿ingϙContract.ϙDATAϙ CLIMBϙConsultant,ϙToniϙChilders,ϙwillϙrollϙo￿ϙtheϙTigardϙERPϙProjectϙ e￿ectiveϙFriday,ϙDecemberϙ1,ϙ2023. 3. DATAϙCLIMBϙwillϙnotϙreplaceϙthisϙroleϙonϙtheϙproject. Utilities Billing Lead Role 1. Tigardϙhasϙmadeϙaϙdecision toϙtakeϙanϙapproachϙdi￿erentϙtoϙtheϙMunisϙ ERPϙImplementationϙProjectϙfromϙthatϙwhichϙwasϙrecommendedϙinϙtheϙ DATAϙCLIMBϙERPϙProjectϙSta￿ingϙStatementϙofϙWork,ϙandϙtherefore,ϙwillϙ notϙutilizeϙDATAϙCLIMBϙConsultant,ϙGiGiϙElliott,ϙasϙtheϙUtilitiesϙBillingϙ(UB)ϙ leadϙresource. 2. Instead,ϙGiGiϙElliottϙwillϙbeϙusedϙasϙaϙprojectϙsupportϙresourceϙtoϙprovideϙ consultationϙtoϙTigardϙonϙtheϙUtilitiesϙBillingϙandϙEnterpriseϙAssetϙ Managementϙ(EAM)ϙsystemsϙimplementationϙe￿ort.ϙTheϙadditionalϙ responsibilityϙforϙEAMϙconstitutesϙanϙexpandedϙscopeϙofϙsystemsϙ responsibilityϙforϙthisϙrole. 3. Therefore,ϙDATAϙCLIMBϙConsultant,ϙChristinaϙAgro,ϙwillϙrollϙontoϙtheϙ projectϙe￿ectiveϙTuesday,ϙDecemberϙ19,ϙ2023,ϙtoϙprovideϙadditionalϙ coverageϙforϙtheϙUtilitiesϙBilingϙe￿ort.ϙSheϙwillϙworkϙdirectlyϙwithϙDarrinϙ Black,ϙtheϙTigardϙUtilitiesϙBillingϙManager. 4. BothϙGiGiϙandϙChristinaϙwillϙreportϙtoϙandϙtakeϙdirectionϙfromϙBenϙKerns,ϙ theϙTigardϙSeniorϙInformationϙSystemsϙAdministrator. ERPϙSta￿ingϙProject Deliverables DocuSignEnvelopeID:6135A3AB-3441-49A5-902B-7E42A50B5526 DATA CLIMB Change Order TigardϙERPϙProjectϙSta￿ing 2 | P a g e 1. Tigardϙhasϙmadeϙaϙdecisionϙtoϙtakeϙanϙapproachϙdi￿erentϙtoϙtheϙMunisϙ ERPϙImplementationϙProjectϙfromϙthatϙwhichϙwasϙrecommendedϙinϙtheϙ DATAϙCLIMBϙERPϙProjectϙSta￿ingϙStatementϙofϙWork. 2. Therefore,ϙtheϙdeliverablesϙinϙtheϙDATAϙCLIMBϙERPϙSta￿ingϙStatementϙofϙ WorkϙareϙnoϙlongerϙapplicableϙforϙDATAϙCLIMBϙprojectϙresources.ϙDATAϙ CLIMBϙwillϙnoϙlongerϙbeϙresponsibleϙforϙtheseϙdeliverables.ϙInstead,ϙBenϙ Kernsϙwillϙprovide directionϙonϙdeliverablesϙforϙGiGi,ϙChristina,ϙandϙanyϙ otherϙDATAϙCLIMBϙresourcesϙthatϙjoinϙtheϙTigardϙproject.ϙ Additional Information GiGiϙandϙChristinaϙwillϙhaveϙtheϙfollowingϙresponsibilities,ϙasϙdirectedϙbyϙBen: 1. CoordinateϙwithϙJeanneϙRobsonϙandϙKevinϙHo￿mannϙtoϙcompleteϙworkϙ onϙprojectϙplans.ϙ 2. LeadϙtheϙSMEsϙbyϙprovidingϙdirectionϙonϙstrategyϙtoϙmeetϙscopeϙandϙ schedule.ϙ 3. CoachϙFunctionalϙLeadsϙtoϙmeetϙtheϙmoduleϙandϙprojectϙgoals.ϙ 4. Duringϙconfiguration,ϙvalidationϙandϙtestingϙprovideϙrecommendationsϙonϙ industry/bestϙpracticesϙandϙassistϙinϙimplementingϙthoseϙpractices.ϙ 5. EnsureϙSMEsϙunderstandϙsystemϙcapabilitiesϙtoϙsupportϙbusinessϙgoals.ϙ 6. Identifyϙrisksϙandϙissuesϙandϙcoordinateϙwithϙteamsϙtoϙdocumentϙinϙtheϙ adoptedϙtools.ϙ(Issuesϙlog) 7. CoordinateϙwithϙtheϙITϙteamϙforϙalignment.ϙ(Weeklyϙmeetingsϙonϙ Tuesdaysϙ8-8:30ϙAM) 8. ParticipateϙinϙtheϙCoreϙteamϙmeetingsϙandϙrepresentϙproject/functionalϙ teams.ϙ(Mondaysϙ10-11ϙAM) Price Original Price New Price $1,100,000.00 Timing Original Due Date New Due Date Augustϙ2025 See detailsϙabove. Approved By Date and Signature CityϙofϙTigard Maiya Delgoda InformationϙTechnology Director DATAϙCLIMB,ϙLLC SyedϙA.ϙAhamed ExecutiveϙPrincipal $275,000 DocuSignEnvelopeID:6135A3AB-3441-49A5-902B-7E42A50B5526 4/8/2024 4/8/2024