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SCO ID: STATE OF CALIFORNIA ‐ DEPARTMENT OF GENERAL SERVICES STANDARD AGREEMENT AGREEMENT NUMBER PURCHASING AUTHORITY NUMBER (If Applicable) STD 213 (Rev. 03/2019) 19‐13125 CDT‐7502 STATE OF CALIFORNIA CONTRACTING AGENCY NAME California Department of Technology (CDT) CONTRACTING AGENCY ADDRESS CITY STATE ZIP P.O. Box 1810 Rancho Cordova CA 95670 PRINTED NAME OF PERSON SIGNING TITLE Marisa Duarte‐Lott Purchasing Manager CONTRACTING AGENCY AUTHORIZED SIGNATURE DATE SIGNED Marisa Duarte-Lott Marisa Duarte‐Lott (May 19, 2020 10:19 PDT) May 19, 2020 CALIFORNIA DEPARTMENT OF GENERAL SERVICES APPROVAL EXEMPTION (If Applicable) • This is for State of CA use in response to COVID‐19, not for CDT use only. • PCC is exempted. Page 2 of 52 State of California Analytica Consulting, LLC Department of Technology Agreement # 19-13125 EXHIBIT A STATEMENT OF WORK Analytica Consulting, LLC (hereinafter referred to as the “Contractor”) agrees to provide the California Department of Technology (hereinafter referred to as the “State”), continuing development of new dashboards and enhancement of existing dashboards in response to the Governor’s executive orders to fight COVID-19. 1. OBJECTIVE Contractor shall design, develop and update dashboards that can be used by the public, and by stakeholders across multiple agencies. The dashboards will provide necessary information on the COVID-19 outbreak, spread and response, which will be used by decision makers to determine responders’ immediate action to prevent or mitigate the loss or impairment of life, health, property, or essential public services, pursuant to PCC 1102. 2. TERM/PERIOD OF PERFORMANCE a. The period of performance for the Contract shall be from May 15, 2020 or upon approval, whichever is later through May 14, 2021, with one (1) option to extend for an additional 12 months term at the original rates stated in Exhibit B. b. The Contractor shall not be authorized to deliver or commence the performance of services as described in this SOW until written approval has been obtained from all entities. Any delivery or performance of service that is commenced prior to the signing of the Contract shall be considered voluntary on the part of the Contractor and non- compensable. c. Consistent with the terms and conditions of the original solicitation, and upon mutual consent, the CDT and the Contractor may execute written amendments for changes to this contract that were evaluated and considered. 3. CONTRACT REPRESENTATIVES All notices required by, or relating to, this Contract shall be in writing and shall be sent to the parties of the Contract at the address set below unless changed from time to time, in which event each party shall so notify the other in writing, and all such notices shall be deemed duly given if deposited, postage prepaid, in the United States mail or e-mailed and directed to the addresses then prevailing. The Contract Administrator during the term of this contract will be: State: California Department of Technology Contractor: Analytica Consulting, LLC Name: Manveer Bola Name: Clifton Leung Phone: 916-431-5491 Phone: 617-319-3633 e-mail: [email protected] e-mail: [email protected] Page 3 of 52 State of California Analytica Consulting, LLC Department of Technology Agreement # 19-13125 Research, analyze, recommend and select technical approaches for solving challenging and complex development and integration problems. Design and develop scalable data ingestion frameworks to transform variety of data sets. Provide thought leadership and best practices required to deliver effective and sustainable solutions. Data Design and develop compelling data visualizations 3 Visualization through a variety of techniques including user- Specialist centered design, data storytelling, and Gestalt principles. Build tailored visualizations and define required supporting data architecture (e.g., data marts). Collaborate with both business and IT partners to identify key use cases and define associated requirements. Provide thought leadership and best practices required to deliver effective and sustainable solutions. 5. PROJECT TASK/DELIVERABLES Support will include the following services: a. Gather and document requirements from users and other stakeholders regarding Tableau dashboards in support of the Governor’s mobilization of state personnel and assets to fight the spread of COVID-19. b. Propose solutions for Tableau visualizations in support of the COVID-19 response. c. Design, develop and enhance Tableau dashboards that satisfy the following requirements: (1) Web-based dashboards accessible via browser on any desktop or mobile device (2) Utilization of source data from other systems/agencies (3) Ongoing refreshes of source data, as requested (4) Leveraging of geographical data and geocoding to highlight and pinpoint affected geographic areas on interactive maps, as requested d. Develop, test, implement and maintain public facing and internal Tableau sites in support of the COVID-19 response. e. Perform data management for Tableau sites in support of the COVID-19 response including developing and maintaining data models, data dictionaries, database Page 5 of 52 State of California Analytica Consulting, LLC Department of Technology Agreement # 19-13125 structure, views, stored procedures, data transformation, data mapping, data imports, and data refresh, as requested. f. Perform knowledge transfer including administration, development and configuration, as requested. 6. ACCEPTANCE OF PROJECT TASKS/DELIVERABLES It shall be in the State’s sole determination as to whether a project task/deliverable identified in this Contract or in a supplemental Work Authorization (WA), Exhibit A-2 has been successfully completed and acceptable to the State. Acceptance criteria shall consist of the following: a. The approval process is outlined in Section 11, Performance. b. A signed WA Acceptance Document (WAAD), Exhibit A-4 is required for each project task/deliverable identified in a WA. c. The Contractor shall meet all time-lines, as agreed to in the Contract or in WA. 7. CONTRACTOR REPORTING REQUIREMENTS The Contractor must submit weekly written status reports in MS Word format to the CDT Contract Administrator as directed. The reports shall be detailed regarding current status and future activities. Status reports are not considered deliverables under the terms of this Contract. These reports shall include, but not limited to: a. A summary of the work completed during the reporting period, showing actual vs. planned. b. Highlighted tasks that are behind schedule, adopted remediation plans, and overall impact on the project. c. The status of the overall engagement and all phases/projects, including discussion of risks, problems encountered, solutions, and proposed solutions. d. The tasks expected to be completed in the next reporting period. e. An accounting of Contractor staff person(s) hours for the prior week and for the Contract to date i.e. time sheets. f. Ad hoc reporting as required. g. If requested, the Contractor shall participate in periodic briefings for Executive Management, as deemed appropriate by the CDT. Page 6 of 52 State of California Analytica Consulting, LLC Department of Technology Agreement # 19-13125 8. CONTRACTOR RESPONSIBILITIES a. The Contractor will provide its own equipment necessary to perform the required duties. b. The Contractor shall designate a primary contact person to whom all project communications may be addressed and who has the authority to act on all aspects of the services. c. The Contractor will notify the CDT, in writing, within five (5) calendar days of any changes in the personnel assigned to the project tasks/deliverables by completing a Personnel Change Order Request form, Exhibit A-3 with attached resume and staff experience worksheet. If a Contractor employee is unable to perform due to illness, resignation, or other factors beyond the Contractor’s control, the Contractor will make every reasonable effort to provide suitable substitute personnel. The substitute personnel must be equal or better qualifications than the replaced personnel, meet all requirements and be approved in advance of any performance under the Contract by the CDT Contract Administrator via an approved Personnel Change Order Request form. The rates for the substituted personnel must be less than or equal to the rates of the personnel that they are replacing. d. The Contractor personnel shall perform their duties remotely or on any of the premises of the CDT facilities located within the greater Sacramento area during regular State business hours and at all other times as required to successfully provide the services described in this SOW. e. The Contractor will adhere to the CDT policies and procedures, guidelines and templates including access and security requirements. 9. DEPARTMENT OF TECHNOLOGY RESPONSIBILITIES a. Designate a person to whom all Contractor communication may be addressed, and who has the authority to act on all aspects of the services. This person will review the SOW and associated documents with the Contractor to ensure understanding of the responsibilities of both parties. b. Provide a timely review and approval of information and documentation provided by the Contractor to perform its obligations. 10. WORK AUTHORIZATIONS (WA) a. Each WA shall consist of a detailed statement of the purpose, objective, or goals to be undertaken by the Contractor and all information requested to be provided per WA form, Exhibit A-2. b. All WA must be in