Azure Assessment and Cloud Strategy Services SOW - August 10, 2026 - DCSD Board Meeting Archive

Dekalb County School District
Azure Assessment
Statement of Work

SOW Delivery Date: 6/26/2026
SOW Expiration Date: 9/30/2026

Submitted By: Monica Davis
(P) (404) 316-3565
mdavis@blueally.com
Dekalb County School District
Azure Assessment, BA202586507-2
6/26/2026

Table of Contents
1. INTRODUCTION................................................................................................................2
2. SERVICES TO BE PROVIDED ...............................................................................................2
2.1. PROJECT OBJECTIVES............................................................................................................... 2

2.2. SERVICES............................................................................................................................... 2

2.3. SCHEDULE OF DELIVERABLES..................................................................................................... 4

3. ENGAGEMENT TERMS AND CONDITIONS ..........................................................................4
3.1. ENGAGEMENT CONTACTS ........................................................................................................ 4

3.2. SERVICES FEES ....................................................................................................................... 4

3.3. PLACE OF PERFORMANCE ......................................................................................................... 5

3.4. PERIOD OF PERFORMANCE ....................................................................................................... 5

4. SPECIAL PROVISIONS ........................................................................................................6
4.1. TRAVEL ................................................................................................................................. 6

4.2. PROGRESS REPORTS................................................................................................................ 6

4.3. CORE SYSTEMS ...................................................................................................................... 6

4.4. PROJECT ASSUMPTIONS........................................................................................................... 6

4.5. SERVICE PROVIDER RESPONSIBILITIES......................................................................................... 7

4.6. CLIENT RESPONSIBILITIES ......................................................................................................... 7

4.7. INTELLECTUAL PROPERTY ......................................................................................................... 7

4.8. CHANGE MANAGEMENT PROCESS ............................................................................................. 8

5. TERMS AND CONDITIONS OF ENGAGEMENT .....................................................................8
6. ACCEPTANCE AND AUTHORIZATION ..................................................................................9
CONFIDENTIALITY NOTICE: This document may include confidential information that belongs to the Service Provider.
It is legally privileged and intended only for the use of the Client. The Client may not distribute this information to any
third party without the written consent of BlueAlly Technology Solutions.

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Dekalb County School District
Azure Assessment, BA202586507-2
6/26/2026

1. Introduction
Statement of Work
This Statement of Work (SOW) is effective as of June 26, 2026, between Dekalb County School District
(Client) and BlueAlly Technology Solutions, LLC (Service Provider). The parties agree as follows.
Client: Dekalb County School District
Client Contact: Dr. Kermit Belcher
Project Name: Azure Assessment
Statement of Work ID: BA202586507-2
Statement of Work Investment Summary: $30,300
Statement of Work Date: June 26, 2026
Statement of Work Expiry Date: September 30, 2026
(if not executed by all Parties)
Service Provider Contact: Monica Davis

2. Services to be Provided
2.1. Project Objectives
Client has identified the following as the primary objectives of the Azure Assessment project initiative:
● Assess Client’s existing Azure and on-premises environments against the Azure Well-Architected
Framework to identify design, governance, and operational gaps.
● Develop a future-state landing zone architecture and network segmentation model that aligns with
Microsoft best practices.
● Create a migration strategy and roadmap outlining workload prioritization, phased execution
approach, and design recommendations for a secure, scalable, and cost-optimized Azure
environment.

2.2. Services
Service Provider will perform the following services under this SOW:

Task: Project Initiation
Once an agreement is signed and executed by and between Client and Service Provider, the Project
Initiation task is scheduled. Service Provider will assign a project manager, a technical lead, and subject
matter experts as Service Provider deems necessary to Client’s engagement.
During the Project Initiation task, Service Provider will coordinate activities with Client, draft a
communication plan, develop a preliminary Project Schedule, and on-board project resources.
The Project Initiation task concludes with a Project Kickoff meeting. At this meeting, Client and Service
Provider will:
● Identify the project team contacts
● Review the project scope
● Establish a communication plan
● Establish a regular project meeting schedule up to one (1) hour, weekly

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● Review the preliminary Project Schedule and discuss establishing the Project Schedule baseline
● Review Client pre-requisite tasks in preparation for the Discovery task
Service Provider will create and manage the Project Schedule per the terms under the Period of
Performance.

Task: Discovery
The purpose of the Discovery and Requirements Review task is to identify and document the functional
and non-functional requirements for the project. In addition, Service Provider will document gaps and
risks that need to be addressed by Client in a timely manner that supports the Period of Performance in
order to successfully execute the project.
The following activities are conducted during this task:
● Gathering and reviewing existing documentation artifacts.
● Assess the existing Azure tenant (resources, networking, governance).
● Review the on-premises infrastructure (servers, AD, networking, storage).
● Perform an Azure Well-Architected review (all five (5) pillars).
● Collect baseline telemetry for the bandwidth analysis (PerfMon / Azure Migrate).
● Identify application/workload interdependencies and migration candidates.

Task: Planning
The following activities are conducted during this task:
● Develop a phased migration strategy.
● Define workload prioritization, sequencing, and dependency groups.
● Estimate Azure subscription cost impacts from networking and egress.
● Create a tactical and strategic migration roadmap.
● Draft a governance and operations model (monitoring, tagging, policies).

Task: Design
The following activities are conducted during this task:
● Design a future-state landing zone architecture (management groups, subscriptions, hub-and-
spoke network).
● Define the identity, security, and compliance structure (Role-Based Access Control (RBAC),
Defender, Privileged Identity Management (PIM), Conditional Access).
○ Including Azure Policies, Granular Access Control, and DMZ planning.
● Create architecture diagrams, network segmentation visuals, and documentation.
● Prepare final design recommendations and executive summary.

Task: Project Closeout
As part of the Project Closeout task, Service Provider will conduct a Project Closeout meeting with Client.
During this meeting, Service Provider will conduct a final review of the Schedule of Deliverables with
Client and identify any outstanding items that need to be addressed prior to closing out the project.
Following the Project Closeout meeting, Service Provider will address all identified outstanding items that
are within the scope of this SOW or any subsequent Change Order, as determined by Service Provider.
The target date for completion of all outstanding items will be identified by Service Provider during the
Project Closeout meeting.

2.3. Schedule of Deliverables
The following table describes the deliverables that Service Provider will deliver as part of this project.

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Azure Assessment, BA202586507-2
6/26/2026

Deliverable Description Associated Task
Discovery Overview An overview of the discovery process, the information Project Kickoff
gathered, and Client resources required to complete the
discovery.
Azure & On-Premises Comprehensive analysis of Client’s current Azure and Discovery
Environment on-premises infrastructure, including resources,
Assessment Report workloads, networking, governance, and alignment to
the Azure Well-Architected Framework.
Workload Inventory & Documented list of applications and servers with key Discovery
Dependency interdependencies, readiness for migration, and
Summary complexity ratings.
Migration Strategy & Defined approach (rehost/refactor/replatform), migration Planning
Roadmap sequencing, and phased timeline for the workload
transition to Azure.
Future-State Landing Architectural design of the future Azure environment, Design
Zone & Network including management group hierarchy, subscription
Design segmentation, and hub-and-spoke topology (design
only, no configuration).
Security, Governance Defined model for RBAC, Conditional Access, Defender Design
& Operations integration, tagging standards, monitoring, and Azure
Framework Policy alignment.
Final Consolidated summary of assessment findings, future- Project Closeout
Recommendations & state architecture, and prioritized next steps presented
Executive Summary to stakeholders.
Presentation

3. Engagement Terms and Conditions
3.1. Engagement Contacts
Service Provider Contact Client Engagement Contact
Contact name Monica Davis Dr. Kermit Belcher
E-mail address mdavis@blueally.com Kermit_Belcher@dekalbschoolsga.org
Phone number (404) 316-3565 (678) 676-1188
Mailing address 3475 Piedmont Road NE, Suite 900 2652 Lawrenceville Highway
Atlanta, GA 30305 Decatur, GA 30033

3.2. Services Fees
These services will be provided at a fixed price of $30,300. Client will be invoiced based on milestones
completed by Service Provider, as determined by Service Provider, and reported to Client. Acceptance of
each task will be indicated through email from the Project Manager. The milestones and associated billing
schedule are noted in the table below:

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Azure Assessment, BA202586507-2
6/26/2026

Milestone Name Description Invoice Amount
Milestone 1 Project Initiation and Kickoff $4,750
Milestone 2 Discovery $7,175
Milestone 3 Planning $7,175
Milestone 4 Design $6,675
Milestone 5 Project Closeout $4,525
TOTAL: $30,300

Service Provider assumes most tasks will be completed during normal business hours mutually agreed
upon at the Project Kickoff (typically Monday through Friday, 8:30 AM to 5:30 PM). Unless specifically
noted, any Client-required, scheduled work hours outside of normal business hours, as well as holiday
hours, are considered after-hours and will be charged at 1.5 times Service Provider’s normal hourly rate.
Invoices will be payable with Net 30 terms.

3.3. Place of Performance
The work as described in this SOW will be performed remotely.

3.4. Period of Performance
The Period of Performance for the work as described in this SOW is limited to twelve (12) weeks from the
date of Project Kickoff. The Period of Performance and the level of effort defined in this SOW are based
on the information provided by Client at the time of this SOW; changes to that information will result in a
Change Order. Definitive staffing by Service Provider and scheduling of Project Kickoff will not be
undertaken until this SOW is executed by both Client and Service Provider.
Client and Service Provider have identified a preliminary schedule in the table below with key tasks
and/or milestones for the Azure Assessment initiative which will be tracked and reported upon by Service
Provider’s Project Manager/Management function. Dependencies on key, critical path tasks are noted.
Every effort will be made by the parties to finalize and mutually agree upon a baseline schedule within
one (1) week of Project Kickoff, at which point adjustments to the schedule during the execution of the
project will require a Change Order.

Week Description Milestone
Week 0 Project initiation, culminating in the Project Kickoff meeting Project Kickoff
Week 1 Discovery – Azure Environment Review Discovery
Week 2 Discovery – On-Premises Environment Review Discovery
Week 3 Discovery – Well Architected Framework and Connectivity Assessment Discovery
Week 4 Planning – Workload Analysis Planning
Weeks 5-7 Planning – Migration Strategy and Roadmap Planning
Weeks 8-9 Design – Landing Zone Architecture Design
Week 10 Design – Security, Governance, and Operations Design
Week 11 Final presentation of findings, roadmap, and recommendations Design
Week 12 Project Closeout and Next Steps Review Project Closeout

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4. Special Provisions
4.1. Travel
No travel expenses are included in this SOW. If, during the course of executing the project, Client or
Service Provider determines that travel is required, Client will remain responsible for all expenses related
to travel where necessary and all materials required for services. Out-of-pocket expenses are billed at
actual. Automobile mileage is billed at the then current IRS allowable rate. Service Provider’s travel
expense policy is available upon request.

4.2. Progress Reports
Service Provider’s Project Manager/Management function will provide regular reports to Client on a
weekly basis. These may reflect a description of the services rendered, and a description of problems or
issues encountered, as appropriate.

4.3. Core Systems
The scope of work outlined in this SOW is limited to the following Client systems specific to this SOW.
Work on any system or component not specifically listed below is considered out of scope with respect to
this SOW.
● Microsoft Azure Subscription
● On-premises Infrastructure
● Network Infrastructure

4.4. Project Assumptions
Service Provider makes the following assumptions in submitting this SOW:
● Client provides assistance and guidance in researching questions and issues pertaining to any
business or functional requirement.
● Client functional area Subject Matter Experts (SMEs) and technical personnel are available for
necessary meetings and communication and respond in a timely manner to requests to review
and approve the documentation.
● If Client stakeholders request additional functionality beyond the scope of this SOW, then Service
Provider will issue a Change Order, and upon Client approval, Service Provider will issue a
revised schedule and integrate the Change Order into the project.
● The engagement includes assessment, design, and planning activities only; no production
configuration changes or workload migrations will be performed.
● The scope includes one (1) Azure tenant and one (1) on-premises environment unless otherwise
noted.
● Network and environment evaluated for design and cost-planning purposes only; configuration or
implementation is out of scope for this engagement.
● Bandwidth analysis will use available telemetry. If sufficient data is unavailable, modeling will rely
on sample or estimated utilization.
● No major architectural or configuration changes will occur in the assessed environments during
the project timeline.
● Client does not require that Service Provider solicit, collect, or build product quotes or Bills of
Materials (BOMs) as part of the scope of this project.

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6/26/2026

4.5. Service Provider Responsibilities
● Document high-level business requirements, which articulate the big “what” and big “why” (scope
and purpose) through a series of interactions with stakeholders.
● Present high-level business requirements for stakeholder committee review and obtain approval.
● Keep functional requirements in scope as defined.
● Coordinate meetings and schedule interviews with Client stakeholders, keeping Client’s point of
contact informed and involved to the degree requested.
● Obtain approval of the functional requirements.
● Obtain approval of the strategic plan.

4.6. Client Responsibilities
In addition to those Client Obligations set forth elsewhere in this SOW, the following are the
responsibilities of Client:
● Provide current documentation, as requested by Service Provider and necessary for Service
Provider to perform their responsibilities herein, within one (1) week of the Project Kickoff
Meeting.
● Client will have project stakeholders and resources available during discovery as described in the
“Services” section as lack of representative participation will elongate the project and require
additional hours under a Change Order.
● Client will provide network access to all Core Systems, as appropriate, for Service Provider to
fulfill their obligations during execution of the project.
● Client will provide remote network access, as appropriate, to all Service Provider delivery team
personnel using a secure, stable, and reliable access technology.
● Client will notify Service Provider of any planned maintenance or changes in the environment that
could affect assessment accuracy during the engagement.
● Client will provide data center and network performance information, such as firewall statistics,
NetFlow exports, or system telemetry, to enable bandwidth modeling.
● Provide timely response to Service Provider inquiries and recognize Client dependencies to
enable Service Provider to complete its responsibilities per the schedule under the Period of
Performance and scope of this SOW, without requiring a Change Order for delays beyond
Service Provider’s reasonable control. Given Service Provider’s inability to redeploy staff on short
notice, Service Provider staff will charge time against this SOW under a Change Order, if not
informed by Client at least a week in advance of Client’s inability to complete key tasks upon
which Service Provider is dependent.
● Assign stakeholders to ensure that all required experts in specific process areas are involved in
the requirements phase.
● Establish a single point of contact (SPOC) who is authorized to accept work on behalf of Client.
● Provide information about all related systems, processes, and other required documentation.
● Client provides remote access for Service Provider engineers to equipment covered in the scope
of this SOW.
● Provide a review of documentation and feedback on requested changes and accepted content.
● Approve and accept deliverables.

4.7. Intellectual Property
Service Provider retains intellectual property rights in all of its pre-existing materials, software, and
information used in connection with providing the services hereunder. While Client will have the right to
use such pre-existing materials, software, and information, if needed, solely in connection with the

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deliverables hereunder, nothing in this Agreement transfers or grants any right, title, or interest in such
pre-existing materials, software, and information.

4.8. Change Management Process
In the event unforeseen factors change this services scope of work and/or impact the term and cost of
Service Provider provided services, Client and Service Provider may mutually revise the Agreement and
Service Provider shall provide Client with an estimate of the impact of such revisions to the fees, payment
terms, completion schedule, and other applicable provisions of the Agreement. If the parties mutually
agree to such changes, a written description of the agreed-upon change (“Change Order”) shall be
prepared, incorporating such changes to the Agreement, and shall be signed by both parties. The terms
of a Change Order prevail over those of the Agreement.

5. Terms and Conditions of Engagement
Client agrees to purchase from Service Provider those services specified in the SOW attached hereto. In
addition to the terms and conditions set forth in the SOW, Client agrees that all services provided by
Service Provider to Client will be subject to the following terms and conditions:

1. Billing. Payment for services rendered by Service Provider shall be billed and invoiced by Service
Provider on a periodic basis. Client agrees to pay all invoiced amounts within thirty (30) days of the
date of invoice. All out-of-pocket expenses incurred by Service Provider in the performance of
services to Client shall be billed as incurred. Client shall pay all such expenses as promptly as
practicable after receipt thereof. All taxes incurred by Client, resulting from the performance by
Service Provider of the services specified in the SOW, shall be the responsibility of Client.
2. No Solicitation. During the term of the services provided by Service Provider to Client and for a
period of twelve (12) months thereafter, Client shall refrain from soliciting for hire any current or
future Service Provider employee, provided that nothing shall prevent Client from general solicitation
for hire of employees through public advertisement.
3. Termination. Client may terminate the transactions contemplated by the SOW and this agreement
upon the material breach or non-performance by Service Provider of the terms and conditions set
forth in the SOW or this agreement, provided that Service Provider fails to cure such breach or non-
performance within thirty (30) days of Service Provider’s receipt of notice thereof. Service Provider
may terminate the transactions contemplated by the SOW and this agreement upon the material
breach by Client of the terms and conditions set forth in the SOW or this Agreement, or the failure by
Client to pay any amounts due or to become due under the terms hereof or thereof. Client shall
remain liable for payment of all fees and expenses incurred by Client up to the date of termination.
4. Limitation of Liability. Client’s sole and exclusive remedy for all claims, damages, losses, costs, fees,
expenses, or similar items arising from the transactions contemplated by the SOW, including the
provision of services by Service Provider, shall be limited to termination by Client of the services set
forth in the SOW in accordance with the terms set forth above. In no event shall Service Provider be
liable for any incidental, consequential, or punitive damages, including any damages resulting from
the loss of data or its use, lost profits, or claims asserted against Client by a third-party. Service
Provider DISCLAIMS ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING ANY
WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
5. Access. Client shall afford Service Provider access to such Client technical matter, data, information,
operating supplies, and computer system(s), as may be reasonably required by Service Provider to
perform the services set forth in the SOW (including, providing Service Provider with a primary point
of contact).
6. Service Provider Personnel. Service Provider retains sole discretion to assign such Service Provider
personnel as it deems necessary or appropriate to perform the services set forth in the SOW.

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Service Provider will provide Client with a primary point of contact for inquiries regarding the
services.
7. Confidentiality. Any information (whether written or oral) designated as confidential at any time by
either party shall be held in strict confidence by the receiving party and may be used by the receiving
party only for the purposes set forth in the SOW and the terms of this agreement. Except as required
by law, no confidential information, including the terms of this agreement and the SOW, shall be
disclosed by either party without the prior written consent of the party designating the information as
confidential. Confidential information shall not include any information, that is in or becomes part of
the public domain through no fault of the recipient, is already known to the recipient, has been
developed independently, or is received from a third party without similar restriction and without
breach of this or a similar agreement. Nothing contained in this agreement or the SOW shall prevent
Service Provider from publicizing its business relationship with Client or the nature of the services it
provided to Client.
8. Interpretation. In the event of a conflict between the terms and provisions of this agreement and the
SOW, any purchase order or other document authorizing the work or services covered by this
agreement and the SOW, the provisions of this agreement, and the SOW shall govern.

6. Acceptance and Authorization
The terms and conditions of the Statement of Work apply in full to the services and products
provided under this Statement of Work.

IN WITNESS WHEREOF, the parties hereto each acting with proper authority have executed this
Statement of Work, under seal.

BlueAlly Technology Solutions, LLC Dekalb County School District

By: By:

Name: Jason Schroeder Name:

Title: SVP, Services Title:

Date: Date:

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Agenda Item