GT MCTO AMENDMENT 12V.6 - SOW.PDF

AMENDMENT No. #12
To
TREASURER INFORMATION SYSTEM (TIS) CONSULTANT
SERIAL NO. 13123-RFP
Between
Grant Thornton, LLP
&
Maricopa County, Arizona
WHEREAS, Maricopa County, Arizona (“County”) and Grant Thornton, LLP
(“Contractor or Consultant”) have entered into a Contract for a Treasurer Information System
(TIS) Consultant dated February 26, 2014 (“Agreement”) and effective February 26, 2014 under
County Contract No. 13123-RFP.
WHEREAS, the parties agreed to Amendment No. 1 effective February 18, 2015 replacing
Exhibit A, B and D with a “NEW” Exhibit A, B and D;
WHEREAS, the parties agreed to Amendment No. 2 effective May 9, 2016 renewing the
contract terms; replacing Exhibit A, B with a “NEW” Exhibit A, B; and replacing Exhibit D with
a revised Exhibit D;
WHEREAS, the parties agreed to Amendment No. 3 effective February 31, 2017 for the
engagement of a resource assessment and staffing plan;
WHEREAS, the parties agreed to Amendment No. 4 effective March 22, 2017 renewing
the contract terms; replacing Exhibit A, B with a “NEW” Exhibit A, B; and replacing Exhibit D
with a revised Exhibit D;
WHEREAS, the parties agreed to Amendment No. 5 effective February 22, 2018 renewing
the contract terms; replacing Exhibit A, B with a “NEW” Exhibit A, B;
WHEREAS, the parties agreed to Amendment No. 6 effective May 7, 2018 for Sympro
design, set-up and testing;
WHEREAS, the parties agreed to Amendment No. 7 effective May 7, 2018 to review,
assessment and recommended updates to requirements, data maps and other processes;
WHEREAS, the parties agreed to Amendment No. 8 effective October 2, 2018 to revise
the travel budget;
WHEREAS, the parties agreed to Amendment No. 9 effective April 30, 2019 to adding
additional project resources;
WHEREAS, the parties agreed to Amendment No. 10 effective July 1, 2019 renewing the
contract terms and increasing the scope of services, adding additional resources and
extending the timeline.

WHEREAS, the parties agreed to Amendment No. 11 effective upon signing by both
parties, increasing the scope of services, and adding additional resources.
WHEREAS, County and Contractor have agreed to further modify the Agreement by
changing certain terms and conditions;
NOW, THEREFORE, in consideration of the foregoing, and for other good and valuable
consideration, receipt of which is hereby acknowledged, the parties hereto agree as follows:
1. Exhibit A
Revise Exhibit A based on the additional scope of work per attached Exhibit B-1
2. Exhibit B-1
Revise Exhibit B-1 based on the adjustments made per attached
ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED.
IN WITNESS WHEREOF, this Contract Amendment is executed on the date set forth when
executed by Maricopa County.
CONTRACTOR:
Authorized Signature
Graeme Finley, Principal
Printed Name and Title
______________________ 7/8/21
Date
MARICOPA COUNTY:
Chairman, Board of Supervisors
Date

ATTESTED:
Clerk of the Board
Date
OFFICE OF TREASURER:
Treasurer
Date
APPROVED AS TO FORM:
Deputy County Attorney
Date

EXHIBIT A
PRICING
REVISED Phase IV Price per Deliverable and
Labor Pricing
The amendment will shift funds from the Technical Assessment Architect & Support project to
the Phase IV SI Support & Oversight Project. It will add 1 quarterly Quality Management
Activity Reports (June-Sep) at no cost ($0.00) per report. Overall total cost of project will remain
unchanged.
Phase Pricing:
Phase Labor Travel Total
II: Solution Options and $218,743.44
Verification
$57,674.69
III: Solution Funding, $259,743.50
Procurement, and Selection
IV: Data Quality Analysis $488,573.19 $35,000.00
Original Contract Totals: $967,060.13 $92,674.69 $1,059,734.82
IV: Initial Data Quality $449,845.60 $35,542.22
Remediation & Deep Dive
Amendment #1 Subtotal: $1,416,905.73 $128,216.91 $1,545,122.64
IV: Solution Implementation $3,255,876.00
Support
$400,000.00
IV: Solution Implementation $1,072,452.44
Oversight
Amendment #2 Subtotal: $4,328,328.44 $400,000.00 $4,728,328.44
Resource Assessment & Staffing $11,022.60 $0.00
Plan
Amendment #3 Subtotal: $11,022.60 $0.00 $11,022.60
IV: Solution Implementation $820,458.98
Support
-$250,000.00
IV: Solution Implementation $370,631.02
Oversight
Amendment #4 Subtotal: $ 1,191,090.00 -$250,000.00 $941,090.00
Amendment #5 Subtotal: $ - $ - $ -
Out of Scope Items $107, 011.08
Bridge Period Support $436,138.00
Amendments #6 and 7 $543,149.08 $543,149.08
Subtotal:
Travel Reduction -$122,542.00
Amendment #8 Subtotal: -$122,542.00 -$122,542.00
Database Development,
Technical Assessment, $145,800.00
Architectural & Support

Amendment #9 Subtotal: $145,800.00 $145,800.00
IV: Solution Implementation $2,894,100.00
Support
IV: Solution Implementation $1,591,500.00
Oversight
IV: Technical Assessment, $679,904.00
Architectural & Support*
Amendment #10 Subtotal: $5,165,504.00 $5,165,503.00
IV. Solution Implementation -$37,592.62
Support
Travel Increase $37,592.62
Amendment #11 Subtotal: -$37,592.62 $37,592.62 $
Amendment #12 Subtotal: $ - $ - $ -
Amendment Contract Totals: $12,764,206.23 $193,266.53 $12,957,473.76
Period of Performance:
June 1, 2021 to September 30, 2021
REVISED Labor Pricing
Revised Revised Period of
Labor Role
Rate Performance
Project Manager $145.00 7/1/2019 to 10/31/2022
Project Coordinator $115.00 7/1/2019 to 10/31/2022
Testing Manager $145.00 7/1/2019 to 10/31/2022
QA Manager $118.00 6/1/2021 to 9/30/2021
Data Analyst Lead $148.00 7/1/2019 to 5/31/2021
Database Developer $122.00 7/1/2019 to 6/30/2022
Reports Analyst / Aumentum Database Analyst $90.00 7/1/2019 to 11/30/2020
Solution Architect $170.00 T&M
Senior Business Analyst $113.00 T&M
Cobol Programmer $96.00 9/1/2020 to 12/31/2021
REVISED Hours by Category
Labor Category Hours
Project Management Services 13,957
Test Management 6,436
Data Analysis & Reporting 6,916

Database Development 6,423
Solution Architecture Services 5,633
Total Project Hours 39,362
EXHIBIT B-1
ADDITIONAL SCOPE OF WORK
1.0 INTENT:
The purpose of this exhibit is to extend a resource, the timeline of Grant Thornton overall
services and scope are modified to add the additional responsibilities. The afore-
mentioned changes will net zero adjustments to the total contract amounts for the Grant
Thornton budget for the Phase IV Implementation in the ULTIS project.
2.0 SCOPE OF WORK:
The scope of services to be completed by Grant Thornton in the Phase IV will increase
from amendment 11.
The overall timeline for services provided by Grant Thornton will remain the same.
Background
MCTO is beginning technical work on the replacement of the property tax management
system. There is a need for a rigorous, organized and end to end testing and quality
assurance process.
Activities may include:
• Executes Data Migration activities
• Executes Quality Management activities
• Work with MCTO QA resources to provide a documented, structured approach to
Quality Assurance
• Defines scope and creates a plan for system testing, integration testing and user
acceptance testing
• Deploys and manages resources for testing
• Provide Quality Assurance metrics and reporting for accountability and
measurability

• Communicates with stakeholders to keep them appraised of quality concerns and
issues through reporting and standard communication methods- i.e., meetings
• Analyze data related to defects, process issues and provide recommendations
for improvement
• Evaluates and recommends tools, methodologies and automation to ensure
effective end to end testing and identification of defects.
• Recommends and supports as needed configuration management processes
and release management processes
• Validation that MCTO standards and practices are being followed and met
• Identification of challenges that may put the project at risk and provide
recommendations to resolve deficiencies
Estimated Timeline
The original timeline described in Amendment #11 is under review by MCTO. Any
changes to the timeline by MCTO and approved change orders may impact the Scope of
Work and project timeline. This amendment extends the Quality Assurance Manager
through 9/30/2021.
3.0 Deliverables
Grant Thornton will produce the following deliverables in accordance to the frequency
and/or project milestones identified in Exhibit A.
• 1 quarterly Quality Management Activity Report (June-Sep) at no cost ($0.00) per
report.