Office 365 Deployment with SADA Systemsfile/8-27-2013_Office 365...i. SADA will be allocating some...

Office 365 Deployment

with SADA Systems

2 Office 365 with SADA Systems

Statement of Work for

Volusia County Schools

Presented on:

8/12/2013

Los Angeles • Chicago • Indonesia • Austin • DC


Contents

Introduction ............................................................................................................................................................................................................ 5

About SADA Systems ..................................................................................................................................................................................... 5

Why work with SADA? ................................................................................................................................................................................... 6

Business Objectives .............................................................................................................................................................................................. 6

Prerequisites ...................................................................................................................................................................................................... 6

Authorized Contact(s) ......................................................................................................................................................................................... 7

Current issues and requirements: ............................................................................................................................................................. 7

Scope of Work ....................................................................................................................................................................................................... 8

Our Methodology ............................................................................................................................................................................................ 8

Project Management Teams .................................................................................................................................................................. 8

Tactical Project Teams .............................................................................................................................................................................. 8

Project Blueprint............................................................................................................................................................................................... 8

Phase I – Discovery & Logistics ............................................................................................................................................................. 9

Phase II – Preparation & Staging ....................................................................................................................................................... 10

Active Directory Federation Services Review and Recommendation:............................................................................................ 10

Phase III –Change Management Plan and Training .................................................................................................................... 13

Project Spin Down ......................................................................................................................................................................................... 14

Project Assumptions & Responsibilities .................................................................................................................................................... 14

Project Requirements ................................................................................................................................................................................... 14

Server Requirements ............................................................................................................................................................................... 14

Access Requirements .............................................................................................................................................................................. 15

Volusia County Schools Responsibilities .............................................................................................................................................. 15

SADA’s Assumptions .................................................................................................................................................................................... 16

Out of Scope .................................................................................................................................................................................................... 16

Project-specific Change Orders ............................................................................................................................................................... 17

Professional Services Fees: .............................................................................................................................................................................. 19

Service Delivery Fees ......................................................................................................................................................................................... 19

Travel Time and Expenses ............................................................................................................................................................................... 19

Payment Terms .................................................................................................................................................................................................... 19

Expiration ............................................................................................................................................................................................................... 19


Conclusion ............................................................................................................................................................................................................. 20

Agreed and signed by Volusia County Schools................................................................................................................................. 20

Agreed and signed by SADA..................................................................................................................................................................... 20

Appendix ................................................................................................................................................................................................................ 21

Appendix A: Change Request Form ....................................................................................................................................................... 21

Appendix B: Testing Success Criteria ..................................................................................................................................................... 22


Introduction

SADA Systems, Inc. (SADA) is pleased to provide this Statement of Work (SOW) to Volusia County Schools as a

document of intent and scope designed to bring clarity to all parties involved. There is currently an initiative

within Volusia County Schools to transition to Office 365 in order to gain the flexibility and reliability of moving to

Microsoft’s cloud platform. In moving to Office 365, Volusia County Schools will not only get the reliability and

mobility of Microsoft’s top products, but will also gain fiscal control of IT expenditures by converting messaging

and collaboration expenses from capital expenditures to operating expenditures.

This SOW will provide the basis for Volusia County Schools to establish a clean path to the new messaging

platform, and the necessary project resources and experience to execute and fulfill the plan successfully. In

addition, SADA will work with Volusia County Schools to develop project-related communications plans and

content, as well as provide post-project change management considerations.

About SADA Systems SADA Systems, Inc. (SADA) is a privately held information technology consulting, outsourcing, and development

firm founded in 2000. SADA delivers ‘best of breed’ Information Technology solutions and enterprise class

services to small businesses and enterprises throughout the world. As a vendor-neutral technology consulting

firm, SADA maintains strong partnerships with top-tier companies like Microsoft, Google, Amazon, Rackspace, HP,

Cisco, Dell and many others. Furthermore, SADA Systems, Inc. has assumed a major leadership role in Cloud

Computing by preforming implementation and customization services for Cloud technologies for over five years.

Our History

After establishment, SADA achieved Microsoft’s Gold Certification for Partners in 2003 and maintains this industry-

recognized standard of technical achievement and acumen to date. In 2005 SADA became a Google Enterprise

Partner for its search technology. Though the service offering didn’t stick around, the partnership did. When

Google launched Google Apps in 2007 SADA was proud to participate in the official launch campaign. This

participation and partnership made SADA one of the world's first 10 Google Partners for Apps.

While we were excited by our partnership with Google, we still maintained our roots with

Microsoft. In 2008 SADA became one of nine Microsoft Cloud Accelerate Partners. Though we

weren’t the first Accelerate Partner in the US, we were the first partner to achieve the certification

on the West Coast.

Our Work

SADA has established a clearly demonstrated track record of accomplishment and competency in technology

service delivery, cloud services application, software development and other professional technology services.

Some of SADA’s past/current clients are:

24 Hour Fitness, Inc.

Mesa Air Group

Ryland Homes

Ixia Communications

Lieberman Research Worldwide

Den-Mat, Inc.

http://www.webwire.com/ViewPressRel.asp?aId=27773


Majestic Realty, Inc.

Baseline Consulting, Inc.

Children's Institute, Inc.

Middlesex Hospital

IKANO Communications

Kaiser Permanente

Fielding Graduate University

Chicago Public Schools

Milwaukee Public Schools

Piedmont Technical College

Montgomery County Community College

Spartanburg Methodist College South

Carolina

Los Angeles Community College District

Why work with SADA? Though the reasons for working with SADA are many, some of the reasons past/current clients chose to work

with us are because SADA has:

Migrated over 4 million mailboxes to the cloud and 5 years of expertise in Cloud computing.

Access to the most experienced, highly skilled and certified team of engineers.

Intimate knowledge of custom application development, as well as systems, servers, and

infrastructure.

Direct access to high-level Executive Teams and engineering teams at Google and Microsoft.

High levels of knowledge around Microsoft, Open Source platforms, and software development

technologies and languages.

A commitment and dedication to extremely high standards of customer service and satisfaction.

Over 10 years of managed and traditional IT services.

Business Objectives

The primary business object is to validate Volusia County Schools’ existing environment and provide a

seamless transition from an on premise exchange messaging platform to Office 365 on the cloud. SADA will

provision Volusia County Schools’ user accounts in the cloud.

Prerequisites

Prior to starting this project the prerequisites include elements common to most service-oriented delivery

engagements as well as some that speak to this project’s unique needs/objectives. Identifying critical

functionalities processes, and/or operational needs are also a critical requirement in order for Volusia County

Schools to determine the success of the partnership.

Some of the prerequisites are:

A signed Master Professional Services Agreement

Understanding of the responsibilities surrounding both SADA and Volusia County

Schools.

An internal commitment of Volusia County Schools’ resources, equivalent to SADA’s own

resource outlay, devoted entirely to project success.

Specific prerequisites – such as environment needs, test accounts, network access – for testing are detailed

further, herein.


Authorized Contact(s)

SADA will assign a project manager upon proposal execution, and SADA will communicate that person’s name

and information to Volusia County Schools’ authorized contact person. If Volusia County Schools’ contact

person is someone other than the individual who signs this SOW on its behalf, Volusia County Schools must

supply the name of that contact person here:

Primary Contact

Name: Pam Willingham

Email: [email protected]

Volusia County Schools’ contact person is authorized to approve materials and services provided by SADA,

and SADA may rely on the decisions and approvals made by the contact person (except that SADA

understands that Volusia County Schools may require a different person to sign any Change Orders amending

this SOW). Volusia County Schools’ contact person will manage all communications with SADA, and when

services are performed remotely, at Volusia County Schools’ location (or another location designated by

Volusia County Schools); they will be present or otherwise available.

Current issues and requirements:

1. Directory Synchronization is working as expected. SADA will review existing setup and remediate

only if necessary.

a. VCSTS is currently working with Microsoft

i. SADA will be allocating some time for remediation of this issue as part of this

statement of work

ii. Please note that full SQL will be required for Directory Synchronization database

as well

2. Currently E-mail field does not have value in Active Directory empty.

a. May need some help with provisioning e-mail address field

3. Students logon names and primary SMTP addresses will need to be changed to @vcs2go.net

4. Email for vcs2go.net will be routed directly to Office 365.

5. VCSTS expressed that at this point they are not interested in hybrid implementation

6. An analysis of our needs so that VCSTS has a thorough understanding of the project parameters with

metrics for success of the project

7. Review of the entire Office 365 tenant configuration including the DirSync and the addition of a

second domain. The purpose is to have employees use AD credentials to login to the tenant. A path

to a possible hybrid model should be left open for the future.

8. Automatic provisioning/de-provisioning of new students and employees in the cloud, to include

licensing.

a. Please note that SADA can help to cover user provisioning once it is in Active Directory. SADA

will be reviewing current user provisioning mechanism and provide guidance on any changes

that may or may not be required with user provisioning automation.

9. Configuration of any email archiving tools as they exist in the tenant (for student email only).

a. Please note, that this is limited to default Office 365 MRM retention policy enablement as

applicable. No additional archiving tools to be implemented. 10. Configuration of a “vanity” domain for use with student email/logins.


Scope of Work

Over the course of this project, SADA will leverage our long standing expertise with on-premise Active

Directory environments, Exchange environments, and the Office 365 platform to successfully complete the

project.

Our Methodology SADA’s technical expertise is balanced by business acumen and the pragmatic application of well-designed

project management teams. We leverage tools and skills to deliver exceptional service quality to our clients.

By using designated project teams, and platform specific tactical teams, SADA strives to maximize efficiency in

order to ensure project success.

Project Management Teams Our Project Management Organization inherits over 55 years of collective experience overseeing extremely

dynamic, sophisticated and complex software, platform and infrastructure projects. Volusia County Schools

will gain full access to this team, which

h is supported by a full time Business Analyst, on-demand, and will have a dedicated Project Manager at its

disposal.

Tactical Project Teams By organizing our implementations under dedicated Tactical project teams, we are able to keep pace with the

sometimes fluid nature of technology projects. With multiple resources at varying levels of skill and

experience, we can quickly solve virtually all technical obstacles over the course of a project life cycle. SADA’s

tactical team assignments have not yet been determined, and are expected to be assigned within 48 hours of

SOW approval.

Project Blueprint The table below summarizes the proposed outline for all phases of the project. The proposed plan is not

subject to change without the appropriate change order at Volusia County Schools’ request.

Phase Purpose Phase Activities

I Discovery & Logistics Provide entry criteria requirements

Validate all findings during discovery

Ensure Active Directory health*

Ensure Exchange 2010 health** as applicable

Perform office 365 readiness assessment

Define/refine schedule and plan for project

II Preparation , Staging and

implementation with Active

Directory Federation Services

Review and configure MOP

Provision or de-provision Users as

applicable


SADA to perform auto provisioning by

providing best possible methods:

Please note that SADA can cover

user provisioning once it is in

Active Directory. SADA will also

spend time reviewing current user

provisioning mechanism and

make any changes that may help

with user provisioning

automation.

Remediate Directory Synchronization only

if necessary after reviewing setup

Configuration of a “vanity” domain for use

with student email/logins.

Architecture and Design sessions:

requirements for user provisioning and

long term plans

Networking requirements sessions

VCS will add capacity or make changes if

necessary for ADFS.

SADA will Test and validate current Active

Directory Federation service setup

Install Desktop Sign in Assistant (Client

Responsibility)

Prepare workstations (Client responsibility)

III Change Management and

Training

Provide change management plan

Training for admin

*Note: Remediation of any Active Directory issues is out of scope. Any issue found to be detrimental

to the project outcome will put into effect an immediate change order or the project will be put on

hold until all issues are remediated.

Phase I – Discovery & Logistics SADA will perform discovery of client's existing infrastructure, and gather all information needed to ensure a

successful migration. This phase is designed to collect, verify & validate the environment-specific factors and

considerations that are required to complete this project. This will include the following:

Assessment of the general server environment

Assessment of Active Directory health.

Validate the Microsoft Online Portal is configured properly.

Assessment of the existing Exchange environment including number of users, distribution lists, mail-

enabled objects, mailbox sizes and public folder usage and complexity

Discovery of any mail logging or archiving currently in place

Discovery of any server-resident 3rd party Microsoft Exchange Server dependencies


Discovery of existing methods of connecting to Exchange from the client-side, including e-mail

software and hand-held synchronization clients

Discovery of mailbox permissions and parsing the discovered data

Discovery of any existing cloud-based services used such as inbound or outbound mail filtering

Assess ISP bandwidth, stability and redundancy

Run standard network and AD tests to check AD's health and proper configuration

Confirm full administrative accessibility to manage public DNS records

Run Microsoft’s Office 365 Readiness Tool

UPNs will be reviewed as part of discovery as follows:

SADA strongly encourages these values be changed to primary source

SADA will examine the Active Directory for UPN’s ( i.e., the absence or presence of)

SADA will also identify non routable domains that must be changed or deleted

It should be anticipated that Volusia County Schools’ involvement during this stage of the project is relatively

high and requires devoted resources. Activities such as data entry, data validation, meetings, conference calls,

and a variety of other administrative or technical remediation activities are not uncommon.

Phase II – Preparation & Staging

Microsoft Online Portal

SADA will configure the necessary administrative activities within the Microsoft Online Portal (MOP) to

facilitate the success of this project. Specifically, all available services will be activated unless otherwise

directed, and ownership & domain validation will occur at this stage, effectively beginning Volusia County

Schools’ Microsoft Online Services subscription. A comprehensive review during post implementation

administrator training will be conducted to provide Volusia County Schools’ core team the insight needed to

manage/maintain this console after the project is complete. Volusia County Schools may expect involvement

during this process including, but not limited to data entry, data validation, meetings, conference calls, and a

variety of other administrative or technical remediation activities.

Directory Synchronization (Recommended – For Account Synchronization)

Volusia team has pointed out that the DirSync service is currently working.

As required, SADA will review the current setup of directory synchronization and remediate only if necessary.

Criteria for a successful implementation of Directory Synchronization are outlined in Appendix B.

Active Directory Federation Services Review and Recommendation:

As per the final discussion with the Volusia team, SADA will review the current ADFS setup and proceed with

the project if the system is ready to proceed with. If the current ADFS system requires any remediation, SADA

will point this out to the Volusia team and this will be remediated by Volusia team as finalized during

discussions. If Volusia team requires SADA to perform the remediation, then this will require a change order

scoped and accepted by both organizations.


ADFS will enable users to access their Office 365 accounts from their workstations from inside or outside the

Volusia County Schools network using their Active Directory credentials. This eliminates the need to manage

password in two environments.

ADFS Capacity planning recommendation

Taken from:

http://technet.microsoft.com/en-us/library/jj151794.aspx#bk_plandeploy

Please note that it may be beneficial to use SQL database instead of Windows Internal Database (WID) so that

additional ADFS servers can be added down the road as needed. For example, when employees migrate to

Office 365 or more students on-board. Please note that full SQL implementation is different from

implementation with WID and as such introduces more labor intensive process.

Note that you will require full SQL license for this implementation. You can use your existing SQL Enterprise

server if you have one.

The following outlines how ADFS 2.0 works in different scenarios:

Work computer on a corporate network: When users are at work and signed in to the corporate

network, single sign-on enables them to access the services in Office 365 without signing in again.

Work computer, roaming: Users who are logged on to domain-joined computers with their

corporate credentials, but who are not connected to the corporate network (for example, a work

computer at home or at a hotel), can access the services in Office 365.

Home or public computer: When the user is using a computer that is not joined to the corporate

domain, the user must sign in with their corporate credentials to access the services in Office 365.

Smart phone: On a smart phone, to access the services in Office 365 such as Microsoft Exchange

Online using Microsoft Exchange ActiveSync, the user must sign in with their corporate credentials.

Outlook 2007 with Service Pack 2 or email clients that are not part of Office: The user must sign

in with their corporate credentials to access their Office 365 email if they are using Microsoft Office

Outlook 2007 with Service Pack 2 or an email client that is not part of Office, for example IMAP or

POP client.

Review, Test and validate Active Directory Federation

It is essential for SADA to test this federation with Office 365 since users will access their mail via ADFS. SADA

Systems will test and validate federation from within and from outside of the Volusia County Schools network

to Office 365. Volusia County Schools will need to provide SADA with unrestricted access to the Office 365

Administrator console with Global administrator rights.

SADA will perform necessary steps to accommodate the vcs2go.net

Criteria for a successful implementation of ADFS are outlined in Appendix B.

http://technet.microsoft.com/en-us/library/jj151794.aspx#bk_plandeploy


Auto-provisioning Script:

As discussed with the Volusia team, SADA is scoping and estimating time to make the necessary changes to

the auto-provisioning script or add any script if required. Since SADA does not have current visibility of the

script, the time estimated is limited to a maximum of 30 hours. SADA and Volusia will gain more insight for

this requirement based on the discovery phase and any changes required more than 30 hours can either be

performed by Volusia team or can be performed by SADA with an approved change order by Volusia.

Desktop Assistant Deployment (Recommended – Not a requirement – Client Responsibility)

Microsoft online services sign-in assistant will configure each individual computer for Microsoft Online

Services. It will allow Volusia County Schools to optimize their experience with Microsoft Online services and

provide proper integration for the Microsoft Office desktop client and additional components of the Office

365 suite. SADA will assist Volusia County Schools with testing and provide documentation, but Volusia

County Schools will be responsible for the installation of this client via their recommended deployment

solution.

Prepare Workstations (client responsibility)

In order to enjoy the full functionality and experience all the service that Office 365 provides, all domain

managed workstations must be up to date with the latest Microsoft Updates (Operating System and Microsoft

Office products) and/or running on the latest support software and Operating System. SADA will provide

Volusia County Schools the required Microsoft Office updates but it will be Volusia County Schools’

responsibility to deploy the required updates to all applicable workstations.

Office 2013 and Office 365 System Requirements: http://office.microsoft.com/en-us/support/system-

requirements-for-office-2013-and-office-365-proplus-HA102785958.aspx

Office 365 currently supported Operating Systems and Office applications (including support end-time):

http://office.microsoft.com/en-us/office365-suite-help/software-requirements-for-office-365-for-business-

HA102817357.aspx

Support & Escalation (12 Hours of Support)

SADA excels in service delivery. Our comprehensive incident, problem and project management platform

insures that all reported issues are captured and remediated over the course of the project. SADA generally

goes above and beyond to make its resources available to clients, further ensuring project success. General

support as it relates to this SOW will be provided throughout the length of this project, but additional support

to remediate any issues that occur during the migration process and escalation through Microsoft will provide

a successful and timely migration of all items to Exchange Online.

The SADA Project Team is the escalation point for Volusia County Schools’ IT team. SADA is committed to

helping Volusia County Schools quickly and efficiently resolve deployment-related issues that their users

might encounter with Microsoft Online Services. SADA post-deployment support activities include:

Troubleshooting, managing, and resolving Volusia County Schools deployment/migration

issues and escalations

Gathering and validating information related to specific service requests

Providing issue coordination and resolution management

Maintaining communication with the administrators to help ensure that issues are addressed

on a timely and ongoing basis

http://office.microsoft.com/en-us/support/system-requirements-for-office-2013-and-office-365-proplus-HA102785958.aspx

http://office.microsoft.com/en-us/support/system-requirements-for-office-2013-and-office-365-proplus-HA102785958.aspx

http://office.microsoft.com/en-us/office365-suite-help/software-requirements-for-office-365-for-business-HA102817357.aspx

http://office.microsoft.com/en-us/office365-suite-help/software-requirements-for-office-365-for-business-HA102817357.aspx


Providing escalation with licensing, invoicing, and subscription inquiries

Please be advised, that additional hours of support can be purchased as part of our professional services desk

to provide post-migration support and escalation as required.

Phase III –Change Management Plan and Training

Change Management and Communication Management

Migrating your messaging environment to Office 365 will introduce change to your users, IT Administrators

and the company’s operations. The level of change will vary depending of service subscription, and will

change as additional services are adopted. A critical success factor of the implementation to Office 365 will be

the identification of changes to existing Processes, Operations, and Users in order to develop an action plan.

SADA will provide Volusia County Schools with a written Change Management and Communication plan that

delivers a guideline overview and strategy for anticipated changes related to the implementation and post-

implementation process.

This change management plan will include:

Table of On-Premises changes that will occur as a result of a Cloud implementation

Guidelines for user account management (e.g. onboarding and off-boarding)

PowerShell cmdlet reference guide

Service descriptions and brief overview of Office365 feature set to be used as product introductions

for (new) IT Admins

General Admin-level troubleshooting guides for DirSync, AD FS 2.0, MS Online Portal, and FOPE

Network Diagrams of post-implementation environment

Strategies for obtaining and expediting Microsoft Support

Tier 1 Troubleshooting guide

SADA will also provide Volusia County Schools a written communication management plan to provide

your IT team with 2 email templates that can be used to announce project plans and events that

impact the end users. This plan spans two-three (2-3) weeks and will offer Volusia County Schools ’s

end users insight into the changes that will be occurring and required actions on their part

throughout the implementation process. SADA will facilitate a working session for each of the

documents to review them and advise on how they can be used and what changes are common. Part

of this conversation will also include planning on when to release communications and will further

included 1 revision for each of the 2 emails. Please note that Volusia County Schools will be

responsible for any final edits and distribution of these communications.

Training

Introduction of Office 365 represents an element of change management that administrators and end users

will need to understand in terms of account changes, user administration and other such tasks. SADA can

offer a remote training plan, or on-site training plans that are customizable. These sessions are held by a

member of our technical project team or by our professional trainer based on specific training requirements.

This training is also not considered ongoing and will conclude with the closure of the project.

(Optional) End User Training – Onsite or Remote

Training via webinar can be carried out by our trainer, or by a technical resource based on the type of training

provided. This type of training is customizable, and also covers a breadth of information including:


Email

Calendars

Contacts

Tasks

OWA

Lync Online

Web Apps

Mobility

Administrative Training – Remote only (2 Hour Session Included in this statement of work)

Remote training is sold in 2-hour block time increments and can cover the following topics:

PowerShell

Microsoft Online Portal

Batch User On-boarding/Off-boarding Training using third party tools (1 Remote Session)

SADA will develop an onboarding/off-boarding procedure specific for Volusia County Schools to create and

remove users in batches through Quest PowerShell for Active Directory. SADA will provide training to Volusia

County Schools’ technical team as part of this process.

Project Spin Down

At the completion of the project, a meeting will be held with SADA to verify that all of Volusia County Schools’

business and technical requirements have been satisfied. This call will also establish any final action items,

change orders, the transfer of knowledge and/or other project completion activities, as deemed appropriate

and within scope. Additionally, a project feedback from be supplied to Volusia County Schools for their

completion.

Project Assumptions & Responsibilities

Projects are subject to a variety of interdependent activities and the conditions/factors at hand, and as such,

are prone to scope creep/slippage when not closely managed. Furthermore, SADA handles all project tasks

under the premise that time is of the essence. SADA’s expectations revolve heavily around Volusia County

Schools’ extremely close engagement during such a collaborative project. The following considerations are all

relevant if some/all responsibilities listed below aren’t fulfilled or assumptions prove inaccurate:

Delayed project milestone or delivery timeline slippage/interruptions.

Staff or other resource’s time/availability management and conflict resolution may increasingly

become more burdensome. Our resources are carefully scheduled for specific intervals/periods

throughout this project. Rescheduling and availability is solely at SADA discretion.

The elements of this SOW are structured as flat rates with not-to-exceed pricing. As the project

progresses, moves, adds or changes (MACs) may take place warranting additional professional service

fees accompanied by the necessary Change Orders as described in the Project Change Orders”

section.

Project Requirements The following items are required by SADA in order to facilitate the project.

Server Requirements


Directory Synchronization (DirSync) Server(this server can also be used for SMTP relay functionality) You will need the following for the SMTP Relay server:

Requirement Recommended Requirement

CPU Speed Dual-core, 1.6 GHz

RAM 4 GB

Disk Space 100 GB

Operating System Windows Server 2008 R2 SP1 (STD or ENT)

Access Requirements Name and remote access to the non-Domain-Controlling Windows 2008R2 (or greater) member

server used for DirSync

Provide SADA with User Credentials to access a Microsoft Online Services administrator account in

Microsoft Online Admin Center, after sign-up has been completed

Provide SADA a predetermined/designated/approved method of remote access to all the necessary

servers and workstations required to facilitate project success.

(Attended Sessions access approved by Volusia) Provide SADA with credentials for an Active Directory

service (user) account with prior approval via email before working on the system which is:

a member of Enterprise Admins, Schema Admins, Domain Admins, and security groups

a member of Exchange Full Administrator security group (if Exchange discovery to be

conducted by SADA)

a member of the local Administrator security group on the non-DC server member server.

Provide SADA with credentials and access information for DNS management of client's public domain

name(s), or contact information for an individual with immediate access to the aforementioned

system access.

A dedicated workstation with all the default applications installed for testing purposes. This

workstation should mimic the same experience a regular end user would have when using his/her

current Exchange on premise mailbox through the desktop email client

Volusia County Schools Responsibilities The following subsections are items are the responsibility of Volusia County Schools and required by SADA to

facilitate a success full project:

Provide SADA Systems with attended remote access (unattended access per prior approval from

Volusia) to project-related devices and infrastructure

All project requirements listed in the “Project Requirements” section.

Procurement of all necessary subscriptions including Microsoft Online Services

User Credentials to access a Microsoft Online Services administrator account in Microsoft Online

Portal, after sign-up has been completed

Procurement of all necessary subscriptions including Microsoft Online Services

Designation of SADA as the Partner of Record (POR) for the project

Give SADA the assurance that all software, hardware and/or infrastructure requirements are met as set

forth by Microsoft and/or SADA’s own products.

Provide all communications to end users. This includes notification on changes, and other project

pertinent information.


A qualified technical resource, which can also facilitate physical or remote access, who is capable of

fulfilling the requirements of this project and who can also make decisions to ensure uninterrupted

progress of the project.

Software deployments including, but not limited to Microsoft Outlook, Lync Online, Microsoft Online

Services Sign In Assistant or any other software dependencies or operating systems.

Provision and provide one or more appropriate server resource(s) to all of the servers listed in the

Server requirement section. Volusia County Schools is responsible for provisioning the server and

configuring the OS.

Complete all server backups prior and during the project execution.

Configure and manage all server backups after project completion.

SADA’s Assumptions SADA assumes the following within the context of this SOW:

All services will be rendered during the following time periods:

Normal business hours: 9am – 6pm, Monday – Friday

All times exclude national holidays.

Adequate facilities and resources will be provided by Volusia County Schools for services rendered by

SADA while on-site at any Volusia County Schools location, as needed.

Volusia County Schools will authorize SADA to perform several interviews of stakeholders, sponsors,

team members, technical staff and managers, who will be reasonably available from time to time for

the purpose of information gathering as the project may demand.

Volusia County Schools will acquire all necessary hardware, software and/or subscriptions required to

complete this project.

Any changes made to technical or business specifications found in this proposal must be submitted

through a valid Change Order, and approved by both Volusia County Schools and SADA.

If Volusia County Schools wishes to fully integrate their on-premise UM System then they will take the

necessary steps in order to ensure success.

Out of Scope

The Following items are out of scope:

Items that are not specifically called out in this Statement of Work

Deployment of client/desktop software is out of scope unless exceptions are explicitly stated

otherwise in the SOW.

Direct end-user assistance of any type, unless VOLUSIA COUNTY SCHOOLS otherwise opts to use

SADA's Service Desk services.

The removal, uninstallation, retirement, decommissioning or any of the activities related with

removing any elements of the existing messaging platform.

Networking configurations as may be required by the project – e.g. Firewall configurations and server

provisioning. SADA can provide networking requirements and will conduct architecture and design

discussions with Volusia team.

Migration of mail and non-mail data, public folder data, PST data, centrally archived data, or

encrypted mail

Archiving for Exchange Online setup is out of scope, with the exception of service enablement (limited

to default MRM retention policies and guidance).


Hardware Load Balancing configuration; SADA can provide guidance on networking requirements but

will not take ownership on Hardware Load Balancing configuration

Enterprise Archiving, Mailbox to Archive Ingest, Journaling or eDiscovery for Exchange Online setup is

out of scope, with the exception of service enablement.

Lync Online configuration is out of scope beyond basic service activation.

Active Directory remediation without valid change order.

Configuration of Exchange Online Protection (EOP) to mirror current SPAM filtering solution is out of

scope other than service enablement.

Configuration of UM in Office 365.

Configuration of custom ActiveSync policies

Installation of the operating system on all servers without a valid change order.

Patching all servers prior to installation.

Joining servers to domain and assigning servers IP addresses.

Public Folders usage and permissions assessment

Migration and configuration of public folders on Office 365

SharePoint configuration and development other than service enablement

Dynamic Distribution groups (re)creation in the Office 365 platform

Modification of security inheritance in Active Directory environment

Access filtering based on IP, location, device etc.

Geo redundancy or disaster recovery provisioning for Active Directory Federation Services

Any Exchange work outside of student related tasks

Hybrid implementation*

Redeployment or remediation of current ADFS infrastructure

* Although VCSTS has opted not to implement hybrid scenario, it is going to be a requirement down the road

when employees need to be migrated to Office 365, as you can only migrate from Exchange 2010 using

hybrid implementation in this scenario (supported scenario)

Project-specific Change Orders

Any additional cost or credit to Volusia County Schools resulting from a change in the scope of work shall be

by mutual agreement of Volusia County Schools and SADA. No additional services shall be allowed for

changes related to this project and the SOW herein unless the work changes the project duration, material

deliverables, staffing resource demands, or otherwise at SADA’s discretion, for the services as described in this

proposal. Upon identification of any move, add or change request, SADA will allow the submission of a

Change Order form, which can be found at the bottom of the document. Depending on the nature of the

Change Order, SADA will provide Volusia County Schools with a proposal amendment, or an entirely new

proposal.

The following Standard Operating Procedure must be followed in order to conduct a successful Change

Order: Volusia County Schools must fill out the Change Order Form, the Authorized Contact(s) must print the

document, sign the document, and then send it to their Account Representative in PDF form. Upon collection

of the necessary details, SADA will provide Volusia County Schools a written document detailing the request

and new terms accordingly, for immediate approval. Approval by Volusia County Schools of requested


changes must occur in writing, and is accepted by hard copy, fax or electronically by way of scanned

document, digital signature or written email from an authorized project contact.

Whenever there is a conflict between the terms and conditions set forth in a fully signed Change Order and

those set forth in this SOW or a prior fully signed Change Order, the terms and conditions of the most recent

fully signed Change Order shall prevail.


Professional Services Fees:

Service Delivery Fees

Description Total

Phase I – Discovery & Logistics

$4,275.00

Phase II – Preparation, Staging,

Validate DirSync and remediate included if necessary

Review, Test and Validate ADFS setup

$8,700.00

Auto-provisioning scripting $5,850.00

Phase III - Change Management Plan and Admin Training $2,995.00

Project Management – Dedicated PM $4,825.00

Block of Hours for Support (12 Hours) $2,340.00

Subtotal: $28,985.00

Taxes: Included

GrandTotal: $28,985.00

Travel Time and Expenses

All services are to be rendered remotely by SADA systems within the scope of this project.

Travel time and expenses are all not included in the scope of the service offered in this agreement. Should

travel time be required during the project, travel expenses will be billed separately.

Payment Terms

SADA requires payment of 50% of the services total, 10 days prior to project start. The remaining portion of

the services total will be invoiced and due immediately upon completion of the project.

The terms and conditions set forth by SADA and/or Microsoft to secure funding supersede

payment/procurement agreements otherwise establish in this or other agreements, and are available upon

request unless otherwise included herein.

Expiration

This proposal expires within 30 days. Please indicate your acceptance by signing the below, and faxing it in its

entirety to 818-766-0090. Volusia County Schools may also email a signed and scanned copy to the

designated account manager.


Conclusion

Any part of this proposal you deem unsatisfactory can be amended to comply with your requirements. At

SADA Systems Inc. we are committed to 100% satisfaction of client needs, and fostering a good business

relationship.

We very much look forward to working with you on this project.

Agreed and signed by Volusia County

Schools

____________________________

Authorized Signature

____________________________

Print Name

____________________________

Date

Agreed and signed by SADA

____________________________

Authorized Signature

____________________________

Print Name

____________________________

Date


Appendix

Appendix A: Change Request Form

Date Requested: ________________________ Change Number: _____________________

Title of Change Request: __________________ By: ________________________________

This Change to the SOW number, dated ________________, between Volusia County Schools (“Client”) and SADA Systems

(“Company”) is entered into between the parties and is effective on <date>. This Change Order is subject to all terms and

conditions in the Agreement and SOW. The parties agree as follows:

Change Requested in: (mark “X” to all that apply)

___Specifications ___Deliverables

___Schedules ___Services

___Other

Affected Section Numbers of Statement of Work, or name of

other document:

Description of Change:

Reason for Change:

Impact of Request on SOW:

Section

# Current Language: Proposed Language:

Impact of Change (complete all that apply):

Current: Proposed:

Cost

Schedule

Resources

Effective Date

This Change Control will be effective on <date>.

CLIENT

Print Name/Title: ____________________________________________________

Signature______________________________ Date________________________

[Partner name] Approval

Print Name/Title_____________________________________________________

Signature______________________________ Date_________________________


Appendix B: Testing Success Criteria

Testing and Success Criteria

Directory

Synchronization

Global Address List is current and up-to-date in the cloud

Relevant Properties for a subset of user accounts in Active Directory

appear in Office 365

AD FS 2.0 Users use their existing Active Directory corporate credentials (User

Principal Name and password) to access services in Office 365 for

enterprises

Rich Coexistence Mail routing between on-premises and cloud-based organizations

Mail routing with a shared domain namespace. For example, both on-

premises and cloud-based organizations use the @contoso.com SMTP

domain.

Free/busy and calendar sharing between on-premises and cloud-based

organizations

The ability to move existing on-premises mailboxes to the cloud-based

organization

Message tracking, MailTips and multi-mailbox search between on-

premises and cloud-based organizations The ability to off board a mailbox

SMTP Relay Relaying properly works between mail enabled application and the test

cloud user

Pilot Migration*

(For more detail, see

“What is Migrated” data

sheet)

Users have access in Cloud to Mail, Calendar, Contacts and Tasks

Users have Send/Receive As and Full Mailbox permissions manually

recreated on the Cloud

Users are able to access Mail items on handhelds (Mail, Calendar,

Contacts and Tasks) – Please note that SADA Systems is unable to support

Blackberry devices (unless otherwise agreed to) as this is a separate hosted service

72 hour term where ‘Post-Migration Support’ is provided

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