Initial commit

.gitignore

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+# Byte-compiled / optimized / DLL files
+__pycache__/
+*.py[cod]
+*$py.class
+
+# C extensions
+*.so
+
+# Distribution / packaging
+.Python
+build/
+develop-eggs/
+dist/
+downloads/
+eggs/
+.eggs/
+lib/
+lib64/
+parts/
+sdist/
+var/
+wheels/
+share/python-wheels/
+*.egg-info/
+.installed.cfg
+*.egg
+MANIFEST
+
+# PyInstaller
+#  Usually these files are written by a python script from a template
+#  before PyInstaller builds the exe, so as to inject date/other infos into it.
+*.manifest
+*.spec
+
+# Installer logs
+pip-log.txt
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+
+# Unit test / coverage reports
+htmlcov/
+.tox/
+.nox/
+.coverage
+.coverage.*
+.cache
+nosetests.xml
+coverage.xml
+*.cover
+*.py,cover
+.hypothesis/
+.pytest_cache/
+cover/
+
+# Translations
+*.mo
+*.pot
+
+# Django stuff:
+*.log
+local_settings.py
+db.sqlite3
+db.sqlite3-journal
+
+# Flask stuff:
+instance/
+.webassets-cache
+
+# Scrapy stuff:
+.scrapy
+
+# Sphinx documentation
+docs/_build/
+
+# PyBuilder
+.pybuilder/
+target/
+
+# Jupyter Notebook
+.ipynb_checkpoints
+
+# IPython
+profile_default/
+ipython_config.py
+
+# pyenv
+#   For a library or package, you might want to ignore these files since the code is
+#   intended to run in multiple environments; otherwise, check them in:
+# .python-version
+
+# pipenv
+#   According to pypa/pipenv#598, it is recommended to include Pipfile.lock in version control.
+#   However, in case of collaboration, if having platform-specific dependencies or dependencies
+#   having no cross-platform support, pipenv may install dependencies that don't work, or not
+#   install all needed dependencies.
+#Pipfile.lock
+
+# poetry
+#   Similar to Pipfile.lock, it is generally recommended to include poetry.lock in version control.
+#   This is especially recommended for binary packages to ensure reproducibility, and is more
+#   commonly ignored for libraries.
+#   https://python-poetry.org/docs/basic-usage/#commit-your-poetrylock-file-to-version-control
+#poetry.lock
+
+# pdm
+#   Similar to Pipfile.lock, it is generally recommended to include pdm.lock in version control.
+#pdm.lock
+#   pdm stores project-wide configurations in .pdm.toml, but it is recommended to not include it
+#   in version control.
+#   https://pdm.fming.dev/#use-with-ide
+.pdm.toml
+
+# PEP 582; used by e.g. github.com/David-OConnor/pyflow and github.com/pdm-project/pdm
+__pypackages__/
+
+# Celery stuff
+celerybeat-schedule
+celerybeat.pid
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+*.sage.py
+
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+.env
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+
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+.mypy_cache/
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+dmypy.json
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+#  option (not recommended) you can uncomment the following to ignore the entire idea folder.
+#.idea/

Dockerfile

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+FROM python:3.9
+RUN useradd -m -u 1000 user
+USER user
+ENV HOME=/home/user \
+    PATH=/home/user/.local/bin:$PATH
+WORKDIR $HOME/app
+COPY --chown=user . $HOME/app
+COPY ./requirements.txt ~/app/requirements.txt
+
+RUN pip install -r requirements.txt
+COPY . .
+CMD ["streamlit", "run", "app.py", "--server.port=7860", "--server.address=0.0.0.0"]

LICENSE

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+MIT License
+
+Copyright (c) 2024 Mike Ellis
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

app.py

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+import streamlit as st
+st.set_page_config(page_title="SOW Studio", page_icon="✒️")
+st.title("✒️ SOW Studio: LLM-Powered Statements of Work Authoring Tool")
+
+st.markdown(f"""
+
+            ## Overview
+SOW Studio is a chat based solution designed to augment the creation of Statements of Work (SOW) for IT consulting firms. By integrating Large Language Models (LLMs) with a comprehensive database of exemplary SOWs, SOW Studio offers increased accuracy, efficiency, and consistency in SOW authoring. This tool not only streamlines the writing process but also ensures adherence to best practices and industry standards, significantly reducing errors and improving scalability for businesses.
+
+#### 1. **SOW Filing Agent**
+The `sow_filing_agent` serves as a robust query system for existing SOWs, allowing users to access and replicate sections from well-crafted examples. It supports queries across various SOW components such as service descriptions, team investments, project schedules, constraints, and more. This agent is invaluable for users seeking to enhance the quality of their SOWs with proven structures and terms, offering guidance on everything from application development projects to management training sessions.
+
+#### 2. **Sentiment Analysis Agent**
+The `sentiment_analysis_agent` provides sophisticated sentiment analysis capabilities, enabling users to assess and adjust the emotional tone of SOW texts. Whether you need to make your SOW sound more positive, neutral, or negative, this agent assists in fine-tuning the language to better align with the intended audience and company ethos.
+
+#### 3. **SOW Grammar Analysis Agent**
+Our `sow_grammar_analysis_agent` enhances the clarity and professionalism of SOW documents by checking grammar, dates, and verbiage. This agent is essential for final proofreading and error correction, ensuring that each SOW is not only structurally sound but also impeccably presented. From grammatical tweaks to date verifications, this agent guarantees that your SOWs are polished and ready for presentation.
+
+### Benefits and Impact
+By leveraging SOW Studio, IT consulting firms can achieve a higher standard of document precision and effectiveness, leading to clearer agreements,  smoother project initiations, and decreased labor costs during the authoring process itself.. The integration of LLM technology with practical tools for document creation and analysis provides a competitive edge in the consulting industry, ultimately facilitating better business outcomes and client relationships.
+
+""")
+
+from langchain_openai import OpenAIEmbeddings
+from langchain.vectorstores import FAISS
+
+from langchain_community.chat_models import ChatOpenAI
+from langchain_core.output_parsers import StrOutputParser
+from langchain_core.runnables import RunnablePassthrough
+from langchain_core.runnables.history import RunnableWithMessageHistory
+from langchain_community.chat_message_histories import StreamlitChatMessageHistory
+from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder
+
+from langchain.text_splitter import RecursiveCharacterTextSplitter
+
+from operator import itemgetter
+from langchain_core.runnables import RunnablePassthrough
+
+from langchain_community.document_loaders import TextLoader
+from langchain_community.document_loaders import DirectoryLoader
+
+import os
+from dotenv import load_dotenv,find_dotenv
+import json
+import tiktoken
+
+load_dotenv(find_dotenv())
+
+openai_chat_model_3_5 = ChatOpenAI(model="gpt-3.5-turbo", temperature=0,openai_api_key=os.getenv("OPENAI_API_KEY"))
+openai_chat_model_4 = ChatOpenAI(model="gpt-4-turbo", temperature=0,openai_api_key=os.getenv("OPENAI_API_KEY"))
+
+primary_qa_llm = openai_chat_model_4
+
+def tiktoken_len(text):
+
+    tokens = tiktoken.encoding_for_model(primary_qa_llm.model_name).encode(
+        text,
+    )
+    return len(tokens)
+
+@st.cache_data
+def split_chunk_text(input_path="./input_data/"):
+
+    text_splitter = RecursiveCharacterTextSplitter(
+        chunk_size=1000,
+        chunk_overlap=100,
+        length_function = tiktoken_len,
+    )
+    
+    loader = DirectoryLoader(input_path, glob="**/*.txt")
+    docs = loader.load_and_split(text_splitter=text_splitter)
+    return docs
+
+
+def call_sow_filing_agent(text):
+    texts = split_chunk_text()
+
+    embeddings = OpenAIEmbeddings(model="text-embedding-3-small")
+
+    vector_store = FAISS.from_documents(texts, embeddings)
+    retriever = vector_store.as_retriever(search_type="mmr",search_kwargs={'k': 6})
+
+    template = """
+
+    Background and Context:
+    A statement of work (SOW) is a formal document that captures and defines the work activities, deliverables, and timeline a vendor or service provider must execute in performance of specified work for a client. SOWs typically include sections like:
+
+    Introduction and scope
+    Description of required services/deliverables
+    Timelines and schedule
+    Standards and requirements
+    Pricing and invoicing
+    Other terms and conditions
+
+    The purpose is to clearly articulate all components of the work agreement between a client organization and a vendor. SOWs are commonly used in outsourcing, consulting, professional services, and other contracted project work.
+    Prompt:
+    You are an expert consultant on developing effective statements of work for professional services engagements. Using the given context about SOWs provided above, along with any other relevant knowledge you may have, please assist with the following types of requests:
+
+    Explain the typical structure and sections included in a SOW.
+    Provide examples of well-written SOW language for specific sections like scope, deliverables, schedule, requirements, etc.
+    Analyze excerpts or full samples of SOWs and provide feedback on areas that are clear vs. ambiguous, complete vs. lacking details, etc.
+    Answer general questions about SOW best practices, common pitfalls to avoid, tips for well-defined and measurable deliverables, etc.
+
+    For any request, draw upon the context provided as well as your own knowledge about SOWs and contracting for professional services.
+
+    Answer the question based only on the following context if it is a question.  If it is not a question, but asking for examples using the provided context to provide examples.  All output should be detailed.  If you do not have enough information to answer accurately, please respond with 'I don't know'. 
+
+        Context:
+        {context}
+
+        Question:
+        {question}
+    
+    """
+
+    prompt = ChatPromptTemplate.from_template(template)
+    
+    retrieval_augmented_qa_chain = (
+        # INVOKE CHAIN WITH: {"question" : "<<SOME USER QUESTION>>"}
+        # "question" : populated by getting the value of the "question" key
+        # "context" : populated by getting the value of the "context" key and chaining it into the base_retriever
+        {"context": itemgetter("question") | retriever, "question": itemgetter("question")}
+        # "context*" : is assigned to the "context" retrieved from the previous step
+        #               by getting the value of the "context" key from the previous step
+        | RunnablePassthrough.assign(context=itemgetter("context"))
+        # "response" : the "context" and "question" values are used to format our prompt object and then piped
+        #              into the LLM and stored in a key called "response"
+        | {"response": prompt | primary_qa_llm, "context": itemgetter("context")}
+        # "context" populated by getting the value of the "context" key from the previous step
+        )
+
+    result = retrieval_augmented_qa_chain.invoke({"question" : text})
+    response_str = result['response'].content
+
+    with st.expander("Retrieved Context"):
+        st.write(result["context"])
+
+    return response_str
+
+def call_sentiment_analysis_agent(text):
+
+    prompt = """Perform sentiment analysis on the given text to classify it as positive, negative, or neutral within a business context. Utilize your knowledge of natural language processing to identify sentiment-bearing words and phrases. Provide a detailed, step-by-step explanation for your sentiment assessment, clearly stating the sentiment category and reasoning.
+                If it is negative provide an example of how it could be rewritten to make it more positive.
+
+                Examples:
+
+                Text: "The new product launch was a disappointment, and sales figures were below expectations."
+                Sentiment: Negative
+                Explanation: The words "disappointment" and "below expectations" carry negative connotations, indicating an unfavorable outcome or dissatisfaction with the product launch and sales performance.
+
+                Text: "Our customer support team consistently receives excellent feedback for their prompt and friendly service."
+                Sentiment: Positive
+                Explanation: The phrases "excellent feedback" and "prompt and friendly service" convey positive sentiment, suggesting satisfaction and praise for the customer support team's performance.
+
+                Text: "The quarterly financial report showed steady growth and met projected targets."
+                Sentiment: Neutral
+                Explanation: While the phrases "steady growth" and "met projected targets" are generally positive, the overall tone is factual and objective, lacking strong positive or negative language, resulting in a neutral sentiment.
+
+                For the given text:
+                ----
+        {question}
+    
+    """
+
+    prompt = ChatPromptTemplate.from_template(prompt)
+
+    chain = prompt | primary_qa_llm
+
+    result = chain.invoke({"question" : text})
+    #print(result['content'])
+    response_str = result.content
+    return response_str
+
+def call_grammar_analysis_agent(text):
+
+    prompt = """You are a professional SOW analyst and proofreader and copywriter. Your role is to review text from statements of work and provide corrections and improvements in the following areas:
+
+                Grammar and spelling and word choice:
+
+
+                Fix any grammatical errors, typos, or misspellings in the text.
+                Check for proper punctuation usage.
+                Numbers less than 10 should be written as words, followed by the numeral in parenthesis.  For example '9' should be written as 'nine (9)'.
+                Identify areas where the wording is unclear, ambiguous, or could be improved.
+                Suggest alternative phrasing to improve clarity and specificity.
+                Watch for instances of jargon, legalese, or unnecessary complexity and simplify where possible.
+
+
+                Date and timeline review:
+
+
+                Verify that all dates, deadlines, and timeline references in the SOW are accurate and consistent.
+                Flag any conflicting or ambiguous date/time information.
+                Flag any dates that are not within 60 days of today's date.
+
+                Consistency:
+
+
+                Ensure consistent use of terms, phrases, formatting, etc. throughout the document.
+                Check that defined terms are used properly.
+
+                When reviewing SOW text, provide your analysis and suggestions in the following format:
+
+                Corrections:
+
+                [Grammar/spelling/word choice corrections]
+                [Date/timeline fixes]
+                [Consistency changes]
+
+                Explanation:
+                [Brief explanation of the types of changes made and why, for each category]
+
+                Here is the chat input containing the sow text to be analyzed.
+                ---
+                {question}
+    
+    """
+
+    prompt = ChatPromptTemplate.from_template(prompt)
+
+    chain = prompt | primary_qa_llm
+
+    result = chain.invoke({"question" : text})
+    response_str = result.content
+    return response_str
+
+def init_router_chain():
+    router_system_prompt = f"""
+    You are a world class analyst agent orchestrator. Your role is to assist the users by routing the questions to the right agent.
+
+    Given the user question below and histort of the conversation, classify the intent to be served by one of the following agents:
+
+    ##1
+    "agent_name": "sow_filing_agent",
+    "agent_description": "This agent can query existing Statements of Work or SOWs.  It can be used to provide examples of known good SOW or SOW headings such as Description of Services and Deliverables, Team and Investment, 
+                         Project Schedule for Delivery and Payment, Project Constraints and Flexibility, Expiration, Travel Expenses, and Assumptions. For example, Give me an example Description of Services and Deliverables.  Do we have any SOWs regarding SQL Server or Project Management or Training?
+
+    ##2
+    "agent_name": "sentiment_analysis_agent"
+    "agent_description": "This agent can provide a sentiment analysis of text and make provided text more positive, neutral, or negative in sentiment.  For example, Is this following text positive or negative in emotion or sentiment?  Rewrite the provided text to be more positive. Rewrite the provided text to be more neutral.  What words the following text positive or negative or neutral in sentiment?"
+
+     ##3
+    "agent_name": "sow_grammar_analysis_agent"
+    "agent_description": "This agent can provide a an analysis of an SOW to proof read, check dates, make grammatical corrections, and fix verbiage.  It is used when some example statement of work SOW text is uploaded for correction or checking.  For example, Correct the grammar for the following SOW.  Check dates on this SOW. Find and fix word flaws or optimizations in the included text."
+
+    #### USER QUESTION
+
+    ### INSTRUCTIONS:
+    Some questions may be in reference to previous questions in the history.
+
+    #### RESPONSE FORMAT
+    Only respond in the JSON format with the following keys:
+
+    "agent_name":"<classified agent name>",
+
+    ALWAYS use one key, though the value can be empty.
+    RESPONSE SHOULD ALWAYS BE IN JSON FORMAT.
+
+    """
+
+    router_prompt = ChatPromptTemplate.from_messages(
+        [
+            ("system", router_system_prompt),
+            MessagesPlaceholder(variable_name="history"),
+            ("human", "{question}")
+        ]
+    )
+
+    chain = (
+        router_prompt | ChatOpenAI() | StrOutputParser()
+    )
+
+    chain_with_history = RunnableWithMessageHistory(chain, lambda session_id: msgs, input_messages_key="question", history_messages_key="history")
+
+    return chain_with_history
+
+router_chain = init_router_chain()
+
+def call_router_chain(router_chain, question):
+    response_str = router_chain.invoke({"question":question}, config={"configurable": {"session_id": "any"}})
+    return response_str
+
+msgs = StreamlitChatMessageHistory(key="langchain_messages")
+if len(msgs.messages) == 0:
+    msgs.add_ai_message("How can I help you?")
+
+view_messages = st.expander("View the message contents in session state")
+
+for msg in msgs.messages:
+    st.chat_message(msg.type).write(msg.content)
+
+if prompt := st.chat_input():
+    st.chat_message("human").write(prompt)
+
+    response = call_router_chain(router_chain, prompt)
+    response = json.loads(response)
+
+    agent_name = response["agent_name"]
+
+    print(f"Agent Name: {agent_name}")
+
+    st.chat_message("ai").write(f"Calling Agent - {agent_name} with your prompt:")
+    
+    if(agent_name == "sow_filing_agent"):
+        agent_response = call_sow_filing_agent(prompt)
+        st.chat_message("ai").write(agent_response)
+    elif(agent_name == "sentiment_analysis_agent"):
+        agent_response = call_sentiment_analysis_agent(prompt)
+        st.chat_message("ai").write(agent_response)
+    elif(agent_name == "sow_grammar_analysis_agent"):
+        agent_response = call_grammar_analysis_agent(prompt)
+        st.chat_message("ai").write(agent_response)
+    else:
+        st.chat_message("ai").write("No tool was chosen.  Error.  Retry with a different prompt.")
+        
+with view_messages:
+    view_messages.json(st.session_state.langchain_messages)
+    

chainlit.md

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+# Beyond ChatGPT 
+
+This Chainlit app was created following instructions from [this repository!](https://github.com/AI-Maker-Space/Beyond-ChatGPT)

input_data/Acme - Flavia Sportswear - Core PM-Change Manager - SOW1 - Fully Executed.txt

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+  1 
+ 
+Statement of Work: Acme Core PM  Consultant  
+ 
+STATEMENT OF WORK  
+THIS AGREEMENT (“Statement of Work” or “SOW”) dated April  8, 2024 , is between Acme, LLC (“Consultant” 
+or “Acme”) and Flavia Sportswear , Inc.  (“Flavia Sportswear” or “Client”).  
+This Statement of Work is controlled by the terms and conditions set forth in the Master  Services  Agreement 
+(“Agreement”) between the aforementioned parties dated March  1, 2024 , which references the following 
+terms:  
+Description of Services and Deliverables  
+Flavia Sportswear , Inc.  and Motor Sport Group are merging and have several key project initiatives 
+underway as a  result.  Flavia Sportswear , Inc.  is merging the two legacy Infor M3 enterprise resource 
+planning (ERP) and migrating to the cloud.  Furthermore, the company has key project work around custom 
+“wrapper” modules on top of the ERP in order to implement ware house management (WMS) capabilities.  In 
+addition to merger -related work, the company also has ongoing project work for the stack of custom 
+applications that provides capabilities for custom jersey and apparel design (which includes order 
+management, conve rting designs to production files, and “Tsunami” solution for permutations of design 
+options to offer on e -commerce).  
+Flavia Sportswear , Inc.  needs a core Project Manager (PM) to partner closely with the business and manage 
+key workstreams for the ERP migration to the cloud, as well as a key digital platform.   Acme will provide the 
+PM role to the Client  to help deliver  key project initiatives through 2024 and into early 2025.  Acme will 
+support this team member  with their Firm Approach provided by  practice leadership and other internal 
+resources to ensure each team member is successful.  Acme will meet with Flavia Sportswear , Inc.  on a bi -
+weekly basis to discuss the team’s activities, risks/mitigations, gather feedback, and ensure ongoing succe ss of 
+the partnership.  
+Acme  agrees to provide the following services and deliverables:  
+D e liv e rable s  
+Role  Deliverables  
+Project Manager   Change management outputs including impact analysis, 
+communications, resistance management, and other change plans, 
+etc. 
+ Key project management artifacts such as Project Charter, 
+Resource Plan, RACI (Responsible, Accountable, Consulted, 
+Informed), Communications Plan, etc.  
+ Project Schedule and/or Backlog  
+DocuSign Envelope ID: f371ccae-35a6-45fd-a3a8-8f9f4a9b0840 Project Status Reports on a weekly or bi -weekly basis (based on 
+agreement with Flavia Sportswear project sponsors)  
+ Project financial management deliverables including budget, 
+forecast, actuals, and any deliverables for financial committee 
+reviews  
+ Risk management deliverables including risk 
+communication/escalations, mit igation plans, etc.  
+ Project KPIs and metrics to measure ROI and goal attainment for 
+each project  
+ Meeting summaries for project meetings including key decisions 
+and action items.  
+ 
+ 
+Ser v ices  
+Acme’s Project Management Consultant will:  
+ Manage Infor ERP migration and other key digital platform workstreams  through the typical Flavia 
+Sportswear  Project Management methodology, including required phases, approval  gates, artifacts, 
+and standard work.  
+ Spearhead the change management activities with business s takeholders and users for key 
+workstreams.  
+ Understand impacted people  and teams, analyze and document the  expected impacts , build change 
+management plans including communications, resistance management, and change support.  
+ Facilitate communications to busi ness users including presentations, roadshows, question & answer 
+sessions, etc. to proactively set expectations, answer questions, and raise awareness of coming 
+changes.  
+ Establish key project artifacts for review, approval, and alignment between project te am, sponsors, 
+resource managers, etc. Examples may include Project Charter, Resource Plan, RACI matrix 
+(Responsible, Accountable, Consulted, Informed), Communications Plan, etc.  
+ Lead the Flavia Sportswear  project team s in planning activities and document/maintain a project 
+schedule and/or backlog.  
+ Work with project teams and stakeholders to define appropriate measurements and KPIs and engrain 
+these to all stages of the project lifecycle  for each project.  
+ Prepare regula r status reviews for Flavia Sportswear  project sponsors and leadership using the 
+appropriate status reporting template s and present them to sponsors and leaders on a regular cadence 
+(weekly or bi -weekly, pending agreement with stakeholders).   
+ Meet regula rly with third -party vendor s for each project  to provide purpose and structure for key 
+activities, hold accountable to committed dates, escalating vendor risks/blockers , and ensuring 
+effective communication and coordination between Flavia Sportswear  and v endor teams.  
+ Track project financials for the project , including budget, forecast, and actuals, along with any required 
+financial reviews or Capital expenditure r equests . 
+ Own the process and plan for project team communication to other stakeholders and tea ms, including 
+any communication to/with technical or functional SMEs, support and ops teams, vendor teams, etc.  
+ Identify and escalate risks and issues to leadership, especially related to project quality, 
+delivery/timeline, and cost.  Bring one or more mit igation options.  
+ Meeting summaries for project meetings including key decisions and action items.  
+DocuSign Envelope ID: 6811fdf8-5563-41e8-8445-621e9376667b 
+Acme Team and Investment  
+Acme will provide the services and deliverables described above with a team of one (1) Project and Change 
+Management Consultant and a per -consultant monthly rate:  
+Role  Headcount  Monthly Rate (per consultant)  
+Project Manager  1 (estimated start April  2024)  $25,000  
+ 
+Mutual discussion and agreement to increase or decrease the team size based on current activities and 
+roadmap will occur bi -weekly, with a two (2) week lead time necessary for headcount actions. Invoices will be 
+prorated for partial months to accommodate c onsultant start and end dates.  
+Acme agrees to perform all services based on Client instruction, Client priority, and available time; however, 
+this does not guarantee the completion or delivery of any functionality or schedule. For monthly flat -rate 
+billing, consultants typically work 40 hours per week, with variances to ensure delivery when necessary 
+consistent with Acme’s Results -Focused culture. Consultant vacations up to a period of 10 business days are 
+not deducted from invoicing rates .  
+Should a ny consultant be regularly required to work outside of core business hours ( Monday -Friday 8am -6pm) 
+as part of their project, Acme will invoice an additional $300 per day per consultant hazard fee.  
+Acme will send invoices at the conclusion of each month to  pzzdskb@test.com  and copy Smarty 
+McFly  at gfylyyz@example.com .   
+Projected Schedule for Delivery and Payment  
+This engagement will  begin within 45 days of this Statement of Work’s  execution and expected to last until 
+February 2025 based on current discussions between Acme and Flavia Sportswear . Flavia Sportswear  
+may choose to continue the team (as a whole or individual team memb ers) on a monthly basis as long as the 
+services and deliverables described above are needed, with a two (2) week notice required for headcount 
+actions.  The start and finish dates are flexible and are not critical to the success of the project.  
+Project Co nstraints and Flexibility  
+Any project must always balance three types of project constraints: Scope, Cost, and Time. Acme agrees to 
+perform all services based on Client instruction, Client priority, and available time. Client  acknowledges that 
+prioritizing two of the project constraints will necessitate flexibility on the third . 
+Expiration  
+This contract will expire if not executed by Client and received by Acme  by June  24, 2024 . 
+DocuSign Envelope ID: 187D4277-69FA-456A-8AFC-E07AEE1D4E2CTravel Expenses  
+If Consultant is engaged to work outside of the ir home metropolitan area, Client agrees to pay for actual and 
+reasonable costs incurred by Acme  for travel, living, and boarding, provided anticipated expenses are in 
+accordance with Client’s travel policy. Acme  will render invoic es for expenses upon completion of the 
+services or monthly, in the event the duration of services exceeds one month. Invoices for expenses are 
+payable upon receipt.  
+Assumptions  
+ All changes and change requests outside the defined Description of Services and  Deliverables of this 
+Statement of Work (i) will be accomplished in writing, (ii) will be executed by both parties, and (iii) may 
+have cost and schedule implications  if agreed upon in writing by Client . Acme  will detail any changes to 
+cost and schedule resulting from such changes in an executed Request for Change or SOW.  
+ Client will provide reasonable access to key personnel in a timely fashion.  
+ Client will provide hardware and/or VPN connection to allow Acme Consultant s to connect to their 
+network remotely.  
+ Client is responsible for providing software licenses and environments for specific tools or systems 
+required for P roject Managers .  These software tools may include project management or other ALM tools.  
+ Work will be  performed remotely with specific onsite trips agreed to, as needed. Travel for consultants 
+outside of their home metropolitan area will be expensed separately.  Any required travel will adhere to 
+the Acme and Client  travel and expense polic ies. 
+ Client assumes complete responsibility for the selection, licensing and performance of all hardware and 
+software. Consultant makes no claim, and accepts no responsibility whatsoever, as to the suitability of 
+such hardware and software applications for Client’s bu siness operations and objective.  
+ Acme  is not liable for changes to Client’s third -party systems, or the data therein, while working in 
+conjunction with the respective vendors of each system.  
+ Client will provide a VPN connection to allow Acme  to conne ct to their network remotely.  
+ Acme  expects and plans to perform all services in a continuous manner. Delays mandated by Client will 
+have cost and schedule implications. Acme  will detail any changes to cost and schedule resulting from 
+such slippage i n an executed Request for Change.  
+ Acme  will deem all data provided by the Client for development and testing purposes as not personally 
+identifiable as described by GLBA and HIPAA, unless Client formally notifies Acme  otherwise.  
+ Client will encrypt and specifically label any data that any Federal or State act protects before providing 
+such data to Acme  for development and testing purposes.  
+ Client will have five (5) contiguous business days to review provided deliverables and notify Acme  of 
+acce ptance or required changes. If Client does not notify Acme  within five (5) contiguous business days, 
+Client will have accepted the deliverable.  
+ Formal training is outside the scope of this SOW.  
+ Acme  will perform the Services and Deliverables in a pro fessional and workmanlike manner, consistent 
+with industry standards  and in accordance with the Agreement . 
+ 
+ 
+ 
+ 
+DocuSign Envelope ID: 187D4277-69FA-456A-8AFC-E07AEE1D4E2CIN WITNESS THEREOF, the parties have executed this Statement of Work as of this _ _ day of _ _____ ___, 2024 . 
+ 
+ 
+Acme , LLC                                                                      Flavia Sportswear, Inc.   
+ 
+By: ____________________________ ________  By: _____________________________ __________  
+Name: _ ______________________ __________      Name: _ ______________________________ ____ 
+Title: _________________________ _____ _____     Title: ________________________________ _____  
+ 
+ Smarty McFly  
+Chief Information Officer  
+DocuSign Envelope ID: f29f68c1-a8cf-4c75-9eaf-aa92a0d248cf
+9th
+Elon MuskApril
+CEO

input_data/Acme_Damdraws_AnnualConsultingTraining2024_SOW - Fully Executed.txt

@@ -0,0 +1,296 @@
+  1 
+ 
+Statement of Work: Annual Consulting Training  2024  
+ 
+STATEMENT OF WORK  
+THIS AGREEMENT (“Statement of Work” or “SOW”) dated 11/9/2023 , is between Acme, LLC (“Consultant” or 
+“Acme”) and Damdraws  (“Client ”).  
+This Statement of Work is controlled by the terms and conditions set forth in the Master  Services  Agreement 
+(“Agreement”) between the aforementioned parties dated October 12, 2018 , which references the following 
+terms:  
+Description of Services and Deliverables  
+Damdraws  partnered with Acme to pilot a consulting training program that included a 2 -day general consulting 
+class , 13-week pair programming program and a 2.5-day advanced consulting training class  from June to 
+November of 2023. This class has been a success and Damdraws would like to offer this program twice annually 
+to groups of  10 to 15 new college hires , recent junior hires , and more experienced employees . This will be 
+complimentary to the business and technical training  already being provided by  Damdraws .  
+Damdraws would like for Acme to offer the consulting training program  twice annually with the below 
+schedule . Damdraws and Acme will mutually agree to modifications to the schedule : 
+Consulting Training Offering Phase 1 
+• December 2023 – Two ( 2), 2 hour  working sessions  and initial updates to  General Consulting materials.  
+• January 2024 – Final updates to General Consulting materials , Training Prep aration , Pair Programming 
+Preparation , and leading 2-day consulting training class . 
+• February 2024 to April 2024 – Pair programming for 3 months   
+• March 2024 – Two ( 2), 2 hour  working sessions and initial updates to  Advanced Consulting materials.  
+• April 2024 – Final updates to Advanced  Consulting materials, Training Preparation , and 2.5-day 
+advanced consulting training class . 
+Consulting Training Offering Phase 2 
+• May 2024 – One (1), 2 hour working session to align on Training Offering .  
+• June 2024 – Minor  updates to General Consulting materials, Training Preparation , Pair Programming 
+Preparation , and leading 2 -day consulting training class .  
+• July 2024 to September 2024 – Pair programming for 3 months  
+• August  2024 – One (1), 2 hour working session  and initial updates to Advanced Consulting materials.  
+• September  2024 – Minor  updates to Advanced Consulting materials, Training Preparation , and 2.5-day 
+advanced consulting training class .  
+This training will help Damdraws recent hires become well -rounded employees and provide a foundation that 
+can be leveraged for future new hire training at Damdraws.  
+DocuSign Envelope ID: A54D5C01-CC3D-4517-891D-B07BF48C2633Acme  will lead a  collaborative engagement with Damdraws to leverage Acme's  expertise and existing training 
+materials for General Consulting and Advanced Consulting. Acme will leverage working sessions with 
+Damdraws to determine the necessary updates to the existing training materials  and workbooks  based on 
+feedback and what we have learned from the initial offering . Acme will also prepare for and provide pair 
+programming with Damdraws’ recent hires. Below are the planned  agendas and activities for the genera l 
+consulting, advanced consulting , and pair programming activities .  
+Acme  agrees to provide the following services and deliverables:  
+Deliverables : 
+• General Consulting Training PowerPoint and 2 days of training  
+• General Consulting Workbook for Training Class  
+• Recommended Pluralsight  courses for pre - and post - pair programming work  
+• Pair Programming retrospective for new hires  
+• Advanced Consulting Training PowerPoint and 2 .5 days of training  
+• Advanced Consulting Workbook for Training Class  
+• Monthly engagement status reports  
+ 
+Services : 
+• General Consulting working sessions, material updates, preparation, training,  and retrospective.   
+• Pair Programming preparation, programming,  and retrospective  
+• General Consulting working sessions, material updates, preparation, training,  and retrospective.   
+• Creation of monthly engagement status reports and meetings  to review as needed.  
+ 
+Delivery Schedule  
+The delivery schedule listed in the “Description of Services and Deliverables ” section above is the planned 
+schedule . Damdraws and Acme will agree to any  changes to the above schedule. Completion dates assume the 
+start date specified by this SOW and the correctness of assumptions detailed in this document and during  
+discussions with Damdraws . 
+Investment  
+Acme  will conduct this engagement  based on the fees below . Additional details for effort and investment 
+are included in the table below:   
+Training 
+Component                 Activities  (Per Consultant)  Consultants  Effort  Investment  
+per Phase  
+General 
+Consulting 
+Training  • Working Sessions ( 5 hours)  
+• Training Material Updates ( 10 
+hours)  
+• Training Preparation ( 5 hours)  
+• 2-day Training class and follow 
+up (20 hours)  1 Principal 
+Consultant  40 hours  per 
+phase  $7,500  
+DocuSign Envelope ID: A54D5C01-CC3D-4517-891D-B07BF48C2633Training 
+Component                 Activities  (Per Consultant)  Consultants  Effort  Investment  
+per Phase  
+Pair 
+Programming  • Initial Preparation , 
+Recommended Pluralsight 
+training and Coding 
+Environment Setup  (12 hours)  
+• Pair Programming – 6 half -day 
+sessions per consultant, 
+biweekly over 12-week  period 
+(24 hours)  
+• Weekly Prep, Question follow -
+up, Retrospective (24 hours)  2 at least 
+Senior -level 
+Consultants  *60 hour s per 
+consultant per 
+phase  *$2,500 per 
+consultant (if 
+Damdraws 
+Consultant)  
+$9,000 per 
+consultant (if 
+non-Damdraws 
+Consultant)  
+Advanced 
+Consulting 
+Training  • Working Sessions ( 5 hours)  
+• Training Material Updates ( 10 
+hours)  
+• Training Preparation ( 5 hours)  
+• 2.5-day Training  class  and follow 
+up (20 hours)  1 Principal 
+Consultant  40 hours  per 
+phase  $7,500  
+The estimated total for 2 phases  of general consulting and advanced consulting training annually is $30,000 . 
+The estimated total for 2 phases  of pair programming will range from $10,000  to $3 6,000 , depending on the 
+use of Acme consultants already engaged with Damdraws  or consultants that are net new to Damdraws.  
+ 
+* Acme is providing an option to leverage  high -quality  consultants  for Pair Programming  units . If already 
+engaged at A mwins , the Consultant  will attempt to utilize a share of their generally -40-hour capacity already 
+included within their projects  to complete pair programming , though overages are likely to occur . Consultants  
+not engaged at Damdraws will require  an additional  investment per consultant per phase . Acme will inform 
+Damdraws of the consultants slotted to perform Pair Programming 4 weeks prior to the commencement of each 
+Pair Programming unit.  
+ 
+Acme will invoice quarterly for each unit completed by final day of each invoice month:  
+• January 2024  
+• April 2024  
+• July 2024  
+• October 2024   
+Acme  will send invoices to Paul Great  at adkthug@test.com  and copy Emma .rjajuuj@demo.com . 
+Should any consultant be regularly required to work outside of core business hours ( Monday -Friday 8am -6pm) 
+as part of their project, Acme will invoice an additional $300 per day per consultant hazard fee.  
+DocuSign Envelope ID: A54D5C01-CC3D-4517-891D-B07BF48C2633Projected Schedule for Delivery and Payment  
+This engagement will begin within 45 days of this Statement of Work’s  execution. The estimated  start and 
+finish dates  for planned activities  are listed above in the Description of Services and Deliverables section .  
+ 
+Project Constraints and Flexibility  
+Any project must always balance three types of project constraints: Scope, Cost, and Time. Acme agrees to 
+perform all services based on Damdraws  instruction, Damdraws  priority, and available time. Damdraws  acknowledges 
+that prioritizing two of the project constraints will necessitate flexibility on the third . 
+Expiration  
+This contract will expire if not executed by Damdraws  and received by Acme  by December 15, 2023  
+Travel Expenses  
+If Consultant is engaged to work outside of their home metropolitan area , Damdraws  agrees to pay for actual 
+and reasonable costs incurred by Acme  for travel, living, and boarding, provided anticipated expenses are in 
+accordance with Damdraws ’ travel policy. Acme  will render invoices for expenses upon completion of the 
+services or monthly, in the event the duration of services exceeds one month. Invoices for expenses are 
+payable upon receipt.  
+Assumptions  
+• All changes and change requests outside the defined Description of Services and Deliverables of this 
+Statement of Work (i) will be accomplished in writing, (ii) will be executed by both parties, and (iii) may 
+have cost and schedule implications  if agreed upon in writing by Damdraws . Acme  will detail any changes to 
+cost and schedule resulting from such changes in an executed Request for Change or SOW.  
+• Damdraws agrees to make necessary resources available to complete the engagement according t o the 
+schedule defined in this document. Damdraws and Acme will mutually agree upon changes to the schedule . 
+• Acme will leverage existing training materials for 1) General Consulting and 2 ) Advanced Consulting  and 
+make modifications agreed to during working sessions.  
+• The schedule and Acme consultants for the paired programming will need to be discussed and agreed to 
+by Acme consultants and impacted Damdraws stakeholders.  
+• Training  assumes no more than fifteen (15)  Damdraws resources and paired programming assumes no more 
+than  four (4)  Damdraws resources . If there are more than four (4) Damdraws resources for pa ir programming, 
+Acme and Damdraws will align and plan the number of Acme pair programming  resources accordingly.  
+• Damdraws will provide the paired programming assignment  to the assigned p air programming consultants . 
+Acme consultants will be responsible for reading the project assignment , understanding tools being used 
+and providing guidance timeboxed  to 60 hours per Acme consultant.   
+• Damdraws  will provide reasonable access to key personnel , systems,  and environments  in a timely fashion.  
+• Damdraws  will provide guidance as to budgetary and licensing restrictions for tool selection.  
+• Damdraws  assumes complete responsibility for the selection, licensing and performance of all hardware and 
+software. Consultant makes no claim, and accepts no responsibility whatsoever, as to the suitability of 
+such hardware and software applications for Damdraws ’ business operations and objectives . 
+DocuSign Envelope ID: d405d001-9c0f-4738-a5a7-16c4e65c48e2• For paired programming, Damdraws  will provide a development and testing environment for the assigned  
+project . If Damdraws  cannot provide such an environment, Damdraws  will accept any loss of productivity in 
+production environments due to development, testing, deployment, and support of software on these 
+systems.  
+• Acme  is not liable for changes to Damdraws ’ third -party systems, or the data therein, while working in 
+conjunction with the respective vendors of each system.  
+• Damdraws  will provide a VPN connection to allow Acme  to connect to their network remotely.  
+• Acme  expects and plans to perform all services based on the schedule defined in this document . Delays 
+mandated by Damdraws  may  have cost and schedule implications. Acme  will detail any changes to cost and 
+schedule resulting from such slippage in an executed Request for Change.  
+• Acme  will deem all data provided by the Damdraws  for development and testing purposes as not personally 
+identifiable as described by GLBA and HIPAA, unless Damdraws  formally notifies Acme  otherwise.  
+• Damdraws  will encrypt and specifically label any data that any Federal or State act protects before providing 
+such data to Acme  for development and testing purposes.  
+• Damdraws  will have five (5) contiguous business days to review provided deliverables and notify Acme  of 
+acceptance or required changes. If Damdraws  does not notify Acme  within five (5) contiguous business 
+days, Damdraws  will have accepted the deliverable.  
+• Acme  will perform the Services and Deliverables in a professional and workmanlike manner, consistent 
+with industry standards  and in accordance with the Agreement . 
+ 
+IN WITNESS THEREOF, the parties have executed this Statement of Work as of this ____ day of ____, 2023 . 
+ 
+Acme , LLC                                                                      Damdraws   
+ 
+By: ____________________________ ________                         By: _____________________________ __________  
+Name: _ ______________________ __________      Name: _ ______________________________ ____ 
+Title: _________________________ _____ _____     Title: ________________________________ _____  
+ 
+ 
+ 
+ 
+ 
+ 
+DocuSign Envelope ID: fecaefc2-1865-4588-8f2b-e369ec950063
+Elon Musk
+CEOAppendix A.  Agendas  
+ 
+A.1. General Consulting Training  
+ 
+The existing agenda for General Consulting Training is below. Modifications to the agenda will be mutually 
+agreed to by Acme and Damdraws:  
+Training Day 1 Agenda  
+Agenda Topic  Time (ET)  
+Breakfast  8:30 to 9:00 AM  
+Introductions   9:00 to 9:30 AM  
+Consulting Training Overview  9:30 to 10:00 AM  
+Keys to Success  10:00 to 10:30 AM  
+Break  10:30 to 10:45 AM  
+Key Skills and Activity (Proactive, Initiative, Resilience)  10:45 to 11:30 AM  
+Key Skills and Activity (Confidence, Stress Tolerance)  11:30 AM to 12:00 PM  
+Lunch  12:00 to 1:00 PM  
+Key Skills and Activities (Time Management, Organization, Flexibility, 
+Adaptability)  1:00 to 2:00 PM  
+How to Get Started, Key Takeaways, Follow Up  2:00 to 2:15PM  
+Break  2:15 to 2:30 PM  
+Communication Discussion, Types, Examples & Purpose, 
+Audiences/Personas, Barriers, Email Best Practices, and Activity  2:30 to 3:30 PM  
+Deliverables and Activity  3:30 to 4:00 PM  
+Day 1 Retrospective  4:00 to 5:00 PM  
+Dinner/Happy Hour  5:00 to 7:00 PM  
+ 
+Day 2 Agenda  
+DocuSign Envelope ID: A54D5C01-CC3D-4517-891D-B07BF48C2633Agenda Topic  Time (ET)  
+Breakfast  8:30 to 9:00 AM  
+Review and Discuss Deliverable Exercise from Day 1  9:00 to 9:30 AM  
+Meeting Communication, Video, Discussion and Activity  9:30 to 10:15 AM  
+Break  10:15 to 10:30 AM  
+Executive Presence and Activity  10:30 to 11:15 AM  
+Agile Basics  11:15 AM to 12:00 PM  
+Lunch  12:00 to 1:00 PM  
+Kanban Basics and Activity  1:00 to 1:45 PM  
+Scrum Basics and Activity  1:45 to 2:30 PM  
+Break  2:30 to 2:45 PM  
+Basics of Estimation and Activity  2:45 to 3:45 PM  
+Appendix - Wrap Up  3:45 to 4:00 PM  
+Day 2 Retrospective  4:00 to 5:00 PM  
+ 
+ 
+A.2. Advanced Consulting Training  
+ 
+The existing agenda for Advanced Consulting Training is below. Acme and Damdraws will mutually agree to 
+modifications to the agenda : 
+Day 1 Agenda  
+Agenda Topic  Time (ET)  
+Breakfast  8:30 to 9:00 AM  
+Advanced Consulting Overview & Discussion  9:00 to 9:30 AM  
+Ownership, Responsibility, Accountability, Diligence  9:30 to 10:15 AM  
+Break  10:15 to 10:30 AM  
+DocuSign Envelope ID: A54D5C01-CC3D-4517-891D-B07BF48C2633Activity: Ownership and Accountability  10:30 to 11:00 AM  
+Agile and Customer Focus  11:00 AM to 12:00 PM  
+Activity: Working Lunch Activity to build out plan in ADO  12:00 to 2:00 PM  
+Break  2:00 to 2:15 PM  
+Problem Solving, Active Listening, Critical Thinking  2:15 to 2:45 PM  
+Activity: Active Listening and Problem Solving  2:45 to 3:30 PM  
+Trusted Partner, Influencing Stakeholders  3:30 to 4:15 PM  
+Activity: Trusted Partner  4:15 to 4:30 PM  
+Day 1 Retrospective  4:30 to 5:00 PM  
+Dinner and Happy Hour  5:00 to 7:00 PM  
+Day 2 Agenda  
+Agenda Topic  Time (ET)  
+Breakfast  8:30 to 9:00 AM  
+Emotional Intelligence  9:30 to 10:00 AM  
+Activity: Emotional Intelligence  10:00 to 10:15 AM  
+Break  10:15 to 10:30 AM  
+Conflict Management  10:30 to 11:00 AM  
+Activity: Conflict Management  11:00 to 11:30 AM  
+Presentation Training  11:30 AM to 12:15 PM  
+Break  12:15 to 12:30 PM  
+Activity: Working Lunch to Build Out Presentation  12:30 to 2:00 PM  
+Break  2:00 to 2:15 PM  
+Presentation Prep and Team Dry Runs  2:15 to 4:30 PM  
+Day 2 Retrospective  4:30 to 5:00 PM  
+ 
+DocuSign Envelope ID: A54D5C01-CC3D-4517-891D-B07BF48C2633Day 3 Agenda  
+Agenda Topic  Time (ET)  
+Breakfast  8:30 to 9:00 AM  
+Team 1 Presentation  9:00 to 9:30 AM  
+Team 1 Group Feedback  9:30 to 9:45 AM  
+Team 2 Presentation  10:00 to 10:30 AM  
+Team 2 Group Feedback  10:30 to 10:45 AM  
+Team 3 Presentation  11:00 to 11:30 AM  
+Team 3 Group Feedback  11:30 to 11:45 AM  
+Day 3 Retrospective  11:45 AM to 12:00 PM  
+ 
+DocuSign Envelope ID: f3e591a0-b480-48be-bd57-75ddca585ab0

input_data/Acme_Damdraws_DevOps Support_SOW 11 - Fully Executed.txt

@@ -0,0 +1,102 @@
+ 
+  1 
+ 
+Statement of Work: DevOps  Support  
+ 
+STATEMENT OF WORK  
+THIS AGREEMENT (“Statement of Work” or “SOW”) dated September 14, 2023 , is between Acme, LLC 
+(“Consultant” or “Acme”) and Damdraws  (“Client”).  
+This Statement of Work is controlled by the terms and conditions set forth in the Master  Services  Agreement 
+(“Agreement”) between the aforementioned parties dated October 12, 2023 , which references the following 
+terms:  
+Description of Services and Deliverables  
+Client has a need to  support ongoing DevOps efforts within the IT organization  on a temporary basis . Damdraws 
+utilizes  a Microsoft -focused ecosystem for its infrastructure, including Azure DevOps, Github, and  the Azure 
+cloud.  
+Acme consultants will manage the allocation of Azure resources , updates to existing pipelines, and  the 
+creation of new ones for various projects as directed by Client.  
+In addition, Damdraws plans to migrate existing pipeline frameworks from Azure DevOps’ legacy task -based 
+system to using code -based (YAML) pipelines , while expanding the use of containers and the Kubernetes 
+framework.   
+Acme  will use the following services and deliverables as a basis of work:  
+ 
+Deliverables : 
+• Bi-Weekly Engagement Status Reports  
+• Scripts , definitions, and other tangible artifacts related to DevOps  
+ 
+Services : 
+• Maintain and update existing DevOps pipelines  
+• Provide consultative advice on migration paths and approaches to DevOps modernization  
+• Attend and conduct any necessary meetings within Damdraws’ work management process  
+DocuSign Envelope ID: 71428AAD-15FB-421B-89D5-A3955AB38EA4Investment  
+Acme will provide the services and deliverables described above at a Monthly per -consultant rate of 
+$21,000 . Acme agrees to perform all services based on Client instruction, Client priority, and available time; 
+however, this does not guarantee completion or delivery of any functionality or schedule.  For monthly flat -
+rate billing, consultants typically work 40 hours per week, with variances to ensure delivery when necessary 
+consistent with Acme’s Results -Focused  culture.  Consultant vacations less than a period of 10 business days 
+are not deducted from invoicing rates.  
+Hours over 55 per week per Consultant , regularly outside typical working hours , or weekend hours will be 
+billed on a Time and Materials, Overtime rate of $300 per hour per consultant. Acme  will send invoices at 
+the conclusion of each month  to Ted Smith (eujmpnt@demo.com).   
+Projected Schedule for Delivery and Payment  
+This engagement will begin within 45 days of this Statement of Work’s  execution and last until Client wishes to 
+ramp down Acme consultant . Client will provide 30 days  of notice to Acme of any headcount actions for 
+consultant(s) under this SOW , including adding additional DevOps consultant (s) or ramp -down of 
+consultant(s) . 
+The start and finish dates are flexible and are not critical to the success of the project.  
+Project Constraints and Flexibility  
+Any project must always balance three types of project constraints: Scope, Cost, and Time. Acme agrees to 
+perform all services based on Client instruction, Client priority, and available time. Client  acknowledges that 
+prioritizing two of the project constraints will necessitate flexibility on the third . 
+Expiration  
+This contract will expire if not executed by Client and received by Acme  by December 15, 2023 . 
+Travel Expenses  
+If Consultant is engaged to work outside of the ir home metropolitan area, Client agrees to pay for actual and 
+reasonable costs incurred by Acme  for travel, living, and boarding, provided anticipated expenses are in 
+accordance with Client’s travel policy. Acme  will render invoices for expenses upon completion of the 
+services or monthly, in the event the duration of services exceeds one month. Invoices for expenses are 
+payable upon receipt.  
+DocuSign Envelope ID: 71428AAD-15FB-421B-89D5-A3955AB38EA4Assumptions  
+• All changes and change requests outside the defined Description of Services and Deliverables of this 
+Statement of Work (i) will be accomplished in writing, (ii) will be executed by both parties, and (iii) may 
+have cost and schedule implications  if agreed upon in writing by Client . Acme  will detail any changes to 
+cost and schedule resulting from such changes in an executed Request for Change or SOW.  
+• Client will provide reasonable access to key personnel in a timely fashion.  
+• Client will provide  guidance as to budgetary and licensing restrictions for tool selection.  
+• Client is responsible for providing a technological and processing environment conducive to supporting the 
+system selected by Client and in accordance with the specifications recommended by the software 
+publisher.  
+• Client assumes complete responsibility for the selection, licensing and performance of all hardware and 
+software. Consultant makes no claim, and accepts no responsibility whatsoever, as to the suitability of 
+such hardware and software applications for Clie nt’s business operations and objective.  
+• Client will provide a development and testing environment for integration with other systems. If Client 
+cannot provide such an environment, Client will accept any loss of productivity on production 
+environments due to development, testing, deployment, and support of software on these systems.  
+• Acme  is not liable for changes to Client’s third -party systems, or the data therein, while working in 
+conjunction with the respective vendors of each system.  
+• Client will provide a VPN connection to allow Acme  to connect to their network remotely.  
+• Acme  expects and plans to perform all services in a continuous manner. Delays mandated by Client will 
+have cost and schedule implications. Acme  will detail any changes to cost and schedule resulting from 
+such slippage in an executed Request for Change.  
+• Acme  will deem all data provided by the Client for development and testing purposes as not personally 
+identifiable as described by GLBA and HIPAA, unless Client formally notifies Acme  otherwise.  
+• Client will encrypt and specifically label any data that any Federal or State act protects before providing 
+such data to Acme  for development and testing purposes.  
+• Client will have five (5) contiguous business days to review provided deliverables and notify Acme  of 
+acceptance or required changes. If Client does not notify Acme  within five (5) contiguous business days, 
+Client will have accepted the deliverable.  
+• Formal training is outside the scope of this SOW.  
+• Acme  will perform the Services and Deliverables in a professional and workmanlike manner, consistent 
+with industry standards  and in accordance with the Agreement . 
+ 
+IN WITNESS THEREOF, the parties have executed this Statement of Work as of this ____ day of ____, 2023 . 
+ 
+Acme , LLC                                                                     Damdraws   
+ 
+By: ____________________________ ________  By: _____________________________ __________  
+Name: _ ______________________ __________      Name: _ ______________________________ ____ 
+Title: _________________________ _____ _____     Title: ________________________________ _____  
+DocuSign Envelope ID: 780d93c0-5e66-479c-a05f-1d6517d582eb
+Sept.
+Elon Musk
+CEO15th

input_data/Acme_Damdraws_Operations Support_SOW 12 - Fully Executed.txt

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+/i255
+DocuSign Envelope ID: 3df65ccd-9a47-4437-b96d-3de4435dc23c
+Feb.15th/i255
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+/i255
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+/25 /26 /27 /28 /24 /19 /i255 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /i255 /i255/i255/i255 /i255 /25 /26 /27 /28 /24 /19 /i255 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /20 /i255/i255
+/i255
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+DocuSign Envelope ID: 42c34b06-7b23-4f7c-892a-787df15bfd33
+CEO
+Elon Musk

input_data/BigPharma - 2024 ABC BoneSaw Development (Cody Johnson)- SOW 17 - Fully Executed.txt

@@ -0,0 +1,133 @@
+ 
+  1 
+ 
+Statement of Work: 2024  ABC BoneSaw Development  
+ 
+STATEMENT OF WORK  
+THIS AGREEMENT (“Statement of Work” or “SOW”) dated January 1, 2024 , is between Acme, LLC 
+(“Consultant” or “Acme”) and BigPharma  Corporation  (“Client”  or “BigPharma” ).  
+This Statement of Work is controlled by the terms and conditions set forth in the Master  Services  Agreement 
+(“Agreement”) between the aforementioned parties dated October 13, 2021 , which references the following 
+terms:  
+Description of Services and Deliverables  
+BigPharma has requested a team of Acme full -stack developers to support the ongoing 
+implementation efforts for the ABC MX Solution.  These developers will be responsible for detailed technical 
+design, development, and initial quality assurance  testing of full -stack ABC software solutions, including 
+database and application architectural layers.   
+ 
+Developers will provide estimates to work items in the product backlog and leverage Azure DevOps to manage 
+work items and forecast upcoming delivery.    
+The scope of development work for the Acme developer will remain flexible over the project's lifetime  and 
+will be based on prioritization with the Client as agreed upon during agile sprint rituals.  
+Acme  and Client representatives will meet weekly  to review the project status to identify progress against 
+agreed milestones, identify key risks, and remove roadblocks as needed.  
+Acme shall ensure that any deliverables, including any strategy guidance etc., related to BigPharma’s websites or  other digital assets will conform to BigPharma standards for web 
+accessibility and compliance (e.g. WCAG 2.1 level AA) (“Access Standard”) unless otherwise agreed by BigPharma in writing. Conformance to the Access Standard shall be con sidered to be a condition of 
+acceptance for any deliverables where such Access Standard is applicable.  
+Acme  will use the following services and deliverables as a basis of work:  
+D e liv e rable s : 
+ Quality assurance -tested code  
+ Technical designs, user interfac e mockups, and other development artifacts  
+ Bi-Weekly Status Reports  
+DocuSign Envelope ID: 1ee18bad-62d4-46f1-9771-99c397d9bbd7 
+Ser v ices : 
+ Participate in BigPharma ABC MX Rebuild Project team activities, including but not limited to daily 
+standups, design reviews, pair programming, sprint planning, and sp rint review.  
+ Collaborate with business analysts, business stakeholders, and other developers to ensure that the 
+technical requirements for development backlog items are correctly elaborated, documented, and 
+understood.  
+ Create detailed technical designs that follow the agreed -to ABC MX architectures and split services along 
+logical business domains . 
+ Estimate future backlog development items with other developers using story points and agreed -to point 
+scales . 
+ Perform database and application development tasks following industry best practices and Big Pharma conventions . 
+ Conduct quality assurance testing for completed development items, including unit testing, automated 
+testing, and integration testing . 
+ Utilize BigPharma DevOps platforms  to manage code repository and branching strategy to ensure 
+clean, current codebase . 
+ Manage work items in BigPharma’ instance of Azure DevOps, including tracking metrics, using 
+dashboards, and forecasting delivery for future sprints . 
+ Contribute t o overall team deliverables , including status reports, sprint reviews, etc.  
+Investment  
+Acme will provide the services and deliverables described above at a Monthly per -Consultant rate of 
+$24,000 . Acme agrees to perform all services based on Client in struction, Client priority, and available time; 
+however, this does not guarantee completion or delivery of any functionality or schedule.  For monthly flat -
+rate billing, Consultants typically work 40 hours per week, with variances to ensure delivery when ne cessary 
+consistent with Acme’s Results -Focused  culture.  Consultant vacations less than a period of 10 business days 
+are not deducted from invoicing rates.  
+Hours over 55 per week per Consultant , regularly outside typical working hours , or weekend hours w ill be 
+billed on a Time and Materials, Overtime rate of $300 per hour per Consultant. Acme  will send invoices at 
+the conclusion of each month  to Tony Smith at gbbfstl@demo.com .  
+Should any Consultant be regularly required to work outside of core bus iness hours ( Monday -Friday 8am -6pm) 
+as part of their project, Acme will invoice an additional $300 per day per Consultant hazard fee.  
+Based on the monthly per -Consultant rate and estimated timeline of four (4 ) months, the estimated cost to 
+BigPharma is $ 96,000.  
+Projected Schedule for Delivery and Payment  
+This engagement will begin within 45 days of this Statement of Work’s  execution and last approximately four  
+(4) months. The start and finish dates are flexible and are not critical to the  success of the project.  
+DocuSign Envelope ID: C16C8CB2-B927-460F-900D-894B82C56485This statement of work  is projected to be completed on April 30, 2024. The client may extend any Acme 
+Consultants engaged within this SOW with 30 days’ notice .  
+Project Constraints and Flexibility  
+Any project must always balanc e three types of project constraints: Scope, Cost, and Time. Acme agrees to 
+perform all services based on Client instruction, Client priority, and available time. Client  acknowledges that 
+prioritizing two of the project constraints will necessitate flex ibility on the third . 
+Expiration  
+This contract will expire if not executed by Client and received by Acme  by February 29, 2024 . 
+Travel Expenses  
+If Consultant is engaged to work outside of the ir home metropolitan area, Client agrees to pay for actual and 
+reasonable costs incurred by Acme  for travel, living, and boarding, provided anticipated expenses are in 
+accordance with Client’s travel policy. Acme  will render invoices for expenses upon completion of the 
+services or monthly, in the event the duration of services exceeds one month. Invoices for expenses are 
+payable upon receipt.  
+Assumptions  
+ All changes and change requests outside the defined Description of Services and Deliverables of this 
+Statement of Work (i) will be accomplished in writing, (ii) will be executed by both parties, and (iii) may 
+have cost and schedule implications  if agreed upon in writing by Client . Acme  will detail any changes to 
+cost and schedule resulting from such changes in an execut ed Request for Change or SOW.  
+ Scope descriptions are estimates only. Client may reprioritize scope focus within the allotted timeline 
+during Checkpoint activities in writing, resulting in a change in delivered artifacts from the descriptions 
+included herei n. 
+ BigPharma will provide a team member who will take on the primary responsibilities for 
+applicable project management, including status reporting, sprint review materials, etc.  
+ Client will provide reasonable access to key personnel in a timely fashion.  
+ Client will provide guidance as to budgetary and licensing restrictions for tool selection.  
+ Client is responsible for providing a technological and processing environment conducive to supporting the 
+system selected by Client and in accordance with  the specifications recommended by the software 
+publisher.  
+ Client assumes complete responsibility for the selection, licensing and performance of all hardware and 
+software. Consultant makes no claim, and accepts no responsibility whatsoever, as to the sui tability of 
+such hardware and software applications for Client’s business operations and objective.  
+ Client will provide a development and testing environment for integration with other systems. If Client 
+cannot provide such an environment, Client will acce pt any loss of productivity on production 
+environments due to development, testing, deployment, and support of software on these systems.  
+ Acme  is not liable for changes to Client’s third -party systems, or the data therein, while working in 
+conjunction with the respective vendors of each system.  
+ Client will provide a VPN connection to allow Acme  to connect to their network remotely.  
+DocuSign Envelope ID: 4f188ed0-cdce-46f3-a5a7-0550396ae426 Acme  expects and plans to perform all services in a continuous manner. Delays mandated by Client will 
+have cost and schedule implications. Acme  will detail any changes to cost and schedule resulting from 
+such slippage in an executed Request for Change.  
+ Hylain e will deem all data provided by the Client for development and testing purposes as not personally 
+identifiable as described by GLBA and HIPAA, unless Client formally notifies Acme  otherwise.  
+ Client will encrypt and specifically label any data that any  Federal or State act protects before providing 
+such data to Acme  for development and testing purposes.  
+ Client will have five (5) contiguous business days to review provided deliverables and notify Acme  of 
+acceptance or required changes. If Client do es not notify Acme  within five (5) contiguous business days, 
+Client will have accepted the deliverable.  
+ Formal training is outside the scope of this SOW.  
+ Acme  will perform the Services and Deliverables in a professional and workmanlike manner, consis tent 
+with industry standards  and in accordance with the Agreement . 
+ 
+IN WITNESS THEREOF, the parties have executed this Statement of Work as of this ____ day of ____, 2024 . 
+ 
+ 
+Acme , LLC                                                                      BigPharma Corporation   
+ 
+By: ____________________________ ________  By: _____________________________ __________  
+Name: _ ______________________ __________      Name: _ ______________________________ ____ 
+Title: _________________________ _____ _____     Title: ________________________________ _____  
+ 
+ 
+DocuSign Envelope ID: 2da43649-e19b-4844-bcfe-e509301172b8
+Elon Musk
+CEO
+ VP, CIOJohn JacksonFeb.26th

input_data/BigPharma - Data Retrieval and Warehousing - SOW 19 - Fully Executed.txt

@@ -0,0 +1,141 @@
+  1 
+ 
+Statement of Work: Data  Retrieval and Warehousing  
+ 
+STATEMENT OF WORK  
+THIS AGREEMENT (“Statement of Work” or “SOW”) dated February 16 , 2024 , is between Acme, LLC 
+(“Consultant” or “Acme”) and BigPharma Corporation  (“Client”  or “BigPharma” ).  
+This Statement of Work is controlled by the terms and conditions set forth in the Master  Services  Agreement 
+(“Agreement”) between the aforementioned parties dated October 13, 2021 , which references the following 
+terms:  
+Description of Services and Deliverables  
+There has been an initiative with Acme and BigPharma to develop an API  to retrieve and store 
+clinical trial management data from the Klugo  (AeoHospita)  vendor application . This will allow  for the stored 
+data to be consumed by internal dashboards through SQL . The application will be responsible for 
+chronological triggering t o reflect the live CTMS application.  
+The implementation will utilize one (1) full -stack developer. The Acme full -stack developer will be 
+responsible for the technical design, development, and initial quality assurance testing of full -stack software 
+solutions, including database  and application  layers.  Developers will provide estimates for work items in their 
+respective backlogs and leverage Azure DevOps to manage work items and forecast upcoming delivery. 
+Developers should collaborate with other UT ABE team members on technical design for implementations and 
+will follow current development best practices and established BigPharma conventions . 
+Acme will collaborate with Klugo on CTMS API documentation and access to the CTMS application.  
+Hyla ine and Client representatives will meet weekly to review the project status , identify  progress against 
+agreed milestones, identify key risks, and remove roadblocks as needed.  
+Acme shall ensure that any deliverables, including any strategy guidance etc., related to BigPharmas’ websites or other digital assets will conform to BigPharma standards for web 
+accessibility and compliance (e.g. WCAG 2.1 level AA) ( “Access Standard”) unless otherwise agreed by BigPharma in writing. Conformance to the Access Standard shall be considered to be a condition of 
+acceptance for any deliverables where such Access Standard is applicable.  
+Acme  will use the followi ng deliverables and services  as a basis of work:  
+ 
+D e liv e rable s : 
+ Quality assurance -tested code, according to BigPharma’s standards.  
+ Biweekly Status Reports.  
+DocuSign Envelope ID: af558147-6fbd-4c0d-b9dc-8bc7355691b5 Technical designs, and other development or deployment artifacts.  
+Ser v ices : 
+ Participate in BigPharma IT Architecture and Business Enablement technical team activities, 
+including but not limited to daily standups, design reviews, pair programming, sprint planning, and sprint 
+review.    
+o Collaborate with business analysts, business stak eholders, and other developers.    
+o Create technical designs for new application modules, features, and development items.    
+o Contribute to overall team deliverables, including status reports, sprint reviews, etc.    
+ Conduct quality assurance testing for completed development items, potentially including unit testing, 
+automated testing, and integration testing.    
+ Utilize BigPharma DevOps  platforms to manage code repository and branching strategy to ensure 
+a clean, current codebase.     
+Delivery Schedule  
+This engagement will begin within  90 days of the execution of the Statement of Work. Acme will provide one 
+(1) full -stack developer for an estimated three  (3) weeks .  
+Delivery of specific scope features will vary based on prioritization by BigPharma's business and 
+estimation by developers. Delivery Schedules are estimates only, as completion dates assume the start date 
+specified by this SOW and correctness of assumptions detailed in this document and in discussions with 
+BigPharma. 
+Investment  
+Acme will provide the services and deliverables described above at a monthly per -Consultant rate of $24,000  
+or weekly per -Consultant rate of $5,400 . Acme agrees to perform all services based on Client instruction, 
+Client priority, an d available time; however, this does not guarantee completion or delivery of any 
+functionality or schedule. For monthly flat -rate billing, Consultants typically work 40 hours per week, with 
+variances to ensure delivery when necessary consistent with Hylain e’s Results -Focused culture. Consultant 
+vacations less than a period of 10 business days are not deducted from invoicing rates.   
+ 
+Hours over 55 per week per Consultant, regularly outside typical working hours, or weekend hours will be 
+billed on a Time and Materials, Overtime rate of $300 per hour per Consultant. Acme will send invoices at 
+the conclusion of each month to octoegg@example.com  with Tony Smith on copy at phhqkjy@demo.com .   
+ 
+Should any Consultant be regularly required to work outside of core business hours (Monday -Friday 8am -6pm) 
+as part of their project, Acme will invoice an additional $300 per da y per Consultant hazard fee.   
+ 
+Based on the weekly  per-Consultant rate with contingency  of one week , the estimated cost after completion 
+of tasks is $21,600. Per previous planning exercises, the time estimated to create the data retrieval and 
+storage API i s three (3) weeks. These estimates are not guaranteed but are a fair representation of the  
+potential  delivery time based on developer experience.    
+ 
+ 
+DocuSign Envelope ID: C16C8CB2-B927-460F-900D-894B82C56485Project Constraints and Flexibility  
+Any project must always balance three types of project constraints: Scope, Cost, and Time. Acme agrees to 
+perform all services based on Client instruction, Client priority, and available time. Client  acknowledges that 
+prioritizing two of the project con straints will necessitate flexibility on the third . 
+Expiration  
+This contract will expire if not executed by Client and received by Acme  by February 28, 2024 . 
+Travel Expenses  
+If Consultant is engaged to work outside of the ir home metropolitan area, Client agrees to pay for actual and 
+reasonable costs incurred by Acme  for travel, living, and boarding, provided anticipated expenses are in 
+accordance with Client’s travel policy. Acme  will render invoices for expenses upon completion of the 
+services or monthly, in the event the duration of services exceeds one month. Invoices for expenses are 
+payable upon receipt.  
+Assumptions  
+ All changes and change requests outside the defined Description of Services and Deliverables of this 
+Statement of Work (i) will be accomplished in writing, (ii) will be executed by both parties, and (iii) may 
+have cost and schedule implications if agreed upon in writing by Client. Acme will detail any changes to 
+cost and schedule resulting from such changes in an execut ed Request for Change or SOW.   
+ BigPharma will provide a team member who will take on the primary responsibilities for 
+applicable project management, including status reporting, sprint review materials, etc.    
+ BigPharma will share any av ailable previous vendor documentation and architecture related to 
+the software applications in scope for the Acme developers.    
+ Client will provide BigPharma credentials for Acme developers.    
+ Client will provide access to any work manageme nt and collaboration tools, plus On -Premises or Cloud 
+infrastructure as needed.    
+ Client will facilitate communication between Klugo to ensure proper implementation of the data retrieval 
+and storage API.   
+ Client will provide reasonable access to key perso nnel in a timely fashion.   
+ Client will provide guidance as to budgetary and licensing restrictions for tool selection.   
+ Client is responsible for providing a technological and processing environment conducive to supporting the 
+system selected by Client and  in accordance with the specifications recommended by the software 
+publisher.    
+ Client assumes complete responsibility for the selection, licensing and performance of all hardware and 
+software. Consultant makes no claim, and accepts no responsibility whats oever, as to the suitability of 
+such hardware and software applications for Client’s business operations and objective.   
+DocuSign Envelope ID: 5792dac8-d8d4-48d1-907b-eba041badee4 Client will provide a development and testing environment for integration with other systems. If Client 
+cannot provide such an environm ent, Client will accept any loss of productivity on production 
+environments due to development, testing, deployment, and support of software on these systems.   
+ Acme is not liable for changes to Client’s third -party systems, or the data therein, while wo rking in 
+conjunction with the respective vendors of each system.   
+ Client will provide a VPN connection to allow Acme to connect to their network remotely.    
+ Acme expects and plans to perform all services in a continuous manner. Delays mandated by Cli ent will 
+have cost and schedule implications. Acme will detail any changes to cost and schedule resulting from 
+such slippage in an executed Request for Change.   
+ Acme will deem all data provided by the Client for development and testing purposes as no t personally 
+identifiable as described by GLBA and HIPAA, unless Client formally notifies Acme otherwise.    
+ Client will encrypt and specifically label any data that any Federal or State act protects before providing 
+such data to Acme for development and testing purposes.   
+ Client will have five (5) contiguous business days to review provided deliverables and notify Acme of 
+acceptance or required changes. If Client does not notify Acme within five (5) contiguous business days, 
+Client will have acc epted the deliverable.   
+ Formal training is outside the scope of this SOW.   
+ Acme will perform the Services and Deliverables in a professional and workmanlike manner, consistent 
+with industry standards and in accordance with the Agreement.   
+ 
+IN WITNESS THEREOF, the parties have executed this Statement of Work as of this ____ day of ____, 2024 . 
+ 
+ 
+Acme , LLC                                                                      BigPharma Corporation   
+ 
+By: ____________________________ ________  By: _____________________________ __________  
+Name: _ ______________________ __________      Name: _ ______________________________ ____ 
+Title: _________________________ _____ _____     Title: ________________________________ _____  
+ 
+ 
+DocuSign Envelope ID: 18fa0d76-6841-4267-bb02-648b29d54d66
+Elon Musk
+CEO
+John Jackson
+VP, CIOFeb.26th

input_data/BigPharma - Patient Portal Development - SOW 20 - Fully Executed.txt

@@ -0,0 +1,137 @@
+ 
+  1 
+ 
+Statement of Work: Patient  Portal Development  
+ 
+STATEMENT OF WORK  
+THIS AGREEMENT (“Statement of Work” or “SOW”) dated January 18, 2024 , is between Acme, LLC 
+(“Consultant” or “Acme”) and BigPharma  Corporation  (“Client”  or “BigPharma” ).  
+This Statement of Work is controlled by the terms and conditions set forth in the Master  Services  Agreement 
+(“Agreement”) betw een the aforementioned parties dated October 13, 2021 , which references the following 
+terms:  
+Description of Services and Deliverables  
+BigPharma currently utilizes a suite of product -specific web portals to interact with  patients and 
+provide critical information . These portals use a variety of technical stacks and approaches to solve similar 
+problems and include proprietary packages and dependencies on various marketing vendors.  
+BigPharma ’ IT practice wishes to consolidate the technical approaches to developing these portal sites  
+and leverage  the streamlined tooling ASP.NET Core Blazor to provide a richer, patient -focused solution to 
+support the business.  Shared libraries will be created t o standardiz e and enable the reuse of components 
+through the patient portals.  
+The team will utilize lessons learned from developing streamlined tooling approaches for marketing sites.  
+Acme  agrees to work with BigPharma’ IT team to design, deve lop, and document this portal 
+development . 
+Acme shall ensure that any deliverables, including any strategy guidance etc., related to BigPharma’ 
+websites or other digital assets will conform to BigPharma standards for web accessibilit y and 
+compliance (e.g. WCAG 2.1 level AA) (“Access Standard”) unless otherwise agreed by BigPharma in 
+writing. Conformance to the Access Standard shall be considered to be a condition of acceptance for any 
+deliverables where such Access Standard is applicable.  
+Acme  agrees to provide the following services and deliverables:  
+DocuSign Envelope ID: 8B61DCE2-9EEB-4FAE-9E0F-67D6AEA12BF3D e liv e rable s : 
+ Quality assurance -tested code . 
+ Technical designs, user interface mockups, and other development artifacts . 
+ Bi-Weekly Status Reports . 
+ Weekly Code Review Meeting s. 
+ 
+Ser v ices : 
+ Collaborate with business analysts, business stakeholders, and other developers to ensure that the technical 
+requirements for development backlog items are correctly elaborated, documented, and understood.  
+ Estimate future backlog development items with other developers using story points and agreed -to point 
+scales . 
+ Conduct quality assurance testing for completed development items, including unit , automated , and 
+integration testing . 
+ Utilize BigPharma DevOps platforms to manage code re pository and branching strategy to ensure 
+a clean, current codebase . 
+ Utilize BigPharma Auth0 security platform to manage authentication and migration  of patient 
+portal information . 
+ Manage work items in BigPharma’ instance of Azure DevOps, including tracking metrics, using 
+dashboards, and forecasting delivery for future sprints . 
+ Contribute to overall team deliverables , including status reports, sprint reviews, etc.  
+Delivery Schedule  
+This engagement will begin within 90 days of execut ing the Statement of Work. Acme will provide one (1) 
+full-stack developer for an estimated eight  (8) months .  
+Delivery of specific scope features will vary based on prioritization by BigPharma business and 
+estimation by developers. Delivery Schedules are estimates only, as completion dates assume the start date 
+specified by this SOW and the correctness o f assumptions detailed in this document and in discussions with 
+BigPharma . The start and finish dates are flexible and are not critical to the success of the 
+project.  
+Investment  
+Acme will provide the services and deliverables described above  at a Monthly per -Consultant rate of $24,000. 
+Acme agrees to perform all services based on Client instruction, Client priority, and available time; however, 
+this does not guarantee completion or delivery of any functionality or schedule. For monthly fla t-rate billing, 
+Consultants typically work 40 hours per week, with variances to ensure delivery when necessary consistent with 
+Acme’s Results -Focused culture. Consultant vacations less than a period of 10 business days are not 
+deducted from invoicing ra tes.  
+ 
+Hours over 55 per week per Consultant, regularly outside typical working hours, or weekend hours will be billed 
+on a Time and Materials, Overtime rate of $300 per hour per Consultant. Acme will send invoices at the 
+conclusion of each month to jwmjisg@test.com  with Tony Smith on copy at awzlwiv@test.com .   
+ 
+DocuSign Envelope ID: 8B61DCE2-9EEB-4FAE-9E0F-67D6AEA12BF3Should any Consultant be regularly required to work outside of core business hours (Mon day-Friday 8am -6pm) 
+as part of their project, Acme will invoice an additional $300 per day per Consultant hazard fee.   
+ 
+Based on the monthly per -Consultant rate with contingency, the estimated cost to BigPharma is 
+$192,000 .  
+Project Constraints and Flexibility  
+Any project must always balance three types of project constraints: Scope, Cost, and Time. Acme agrees to 
+perform all services based on Client instruction, Client priority, and available time. Client  acknowledges that 
+priorit izing two of the project constraints will necessitate flexibility on the third . 
+Expiration  
+This contract will expire if not executed by Client and received by Acme  by March 29th, 2024 . 
+Travel Expenses  
+If Consultant is engaged to work outside of the ir home metropolitan area, Client agrees to pay for actual and 
+reasonable costs incurred by Acme  for travel, living, and boarding, provided anticipated expenses are in 
+accordance with Client’s travel policy. Acme  will render invoices for expenses upo n completion of the services 
+or monthly, in the event the duration of services exceeds one month. Invoices for expenses are payable upon 
+receipt.  
+Assumptions  
+ All changes and change requests outside the defined Description of Services and Deliverables of th is 
+Statement of Work (i) will be accomplished in writing, (ii) will be executed by both parties, and (iii) may have 
+cost and schedule implications  if agreed upon in writing by Client . Acme  will detail any changes to cost 
+and schedule resulting from such  changes in an executed Request for Change or SOW.  
+ Client will provide a team member who will take on the primary responsibilities for applicable project 
+management, including status reporting, sprint review materials, etc.    
+ Client will share any availabl e previous vendor documentation and architecture related to the software 
+applications in scope for the Acme Consultants.    
+ Client will provide reasonable access to key personnel in a timely fashion.  
+ Client will provide guidance as to budgetary and licen sing restrictions for tool selection.  
+ Client is responsible for providing a technological and processing environment conducive to supporting the 
+system selected by Client and in accordance with the specifications recommended by the software 
+publisher.  
+ Client assumes complete responsibility for the selection, licensing and performance of all hardware and 
+software. Consultant makes no claim, and accepts no responsibility whatsoever, as to the suitability of such 
+hardware and software applications for Client’ s business operations and objective.  
+ Client will provide a development and testing environment for integration with other systems. If Client 
+cannot provide such an environment, Client will accept any loss of productivity on production environments 
+due to d evelopment, testing, deployment, and support of software on these systems.  
+DocuSign Envelope ID: d6a2e2af-0740-44b4-b9fa-34657b0575b3 Acme  is not liable for changes to Client’s third -party systems, or the data therein, while working in 
+conjunction with the respective vendors of each system.  
+ Client will provide a VPN connection to allow Acme  to connect to their network remotely.  
+ Acme  expects and plans to perform all services in a continuous manner. Delays mandated by Client will 
+have cost and schedule implications. Acme  will detail any changes to cost a nd schedule resulting from 
+such slippage in an executed Request for Change.  
+ Acme  will deem all data provided by the Client for development and testing purposes as not personally 
+identifiable as described by GLBA and HIPAA, unless Client formally notifie s Acme  otherwise.  
+ Client will encrypt and specifically label any data that any Federal or State act protects before providing 
+such data to Acme  for development and testing purposes.  
+ Client  will have five (5) contiguous business days to review provided deliverables and notify Acme  of 
+acceptance or required changes. If Client does not notify Acme  within five (5) contiguous business days, 
+Client will have accepted the deliverable.  
+ Formal  training is outside the scope of this SOW.  
+ Acme  will perform the Services and Deliverables in a professional and workmanlike manner, consistent 
+with industry standards  and in accordance with the Agreement . 
+ 
+IN WITNESS THEREOF, the parties have executed  this Statement of Work as of this ____ day of _ _____ _____, 2024 . 
+ 
+ 
+Acme , LLC                                                                      BigPharma Corporation   
+ 
+By: ____________________________ ________  By: _____________________________ __________  
+Name: _ ______________________ __________      Name: _ ______________________________ ____ 
+Title: _________________________ _____ _____     Title: ________________________________ _____  
+ 
+ 
+DocuSign Envelope ID: c62b4ffc-4435-458f-ba2c-f11f8548c395
+Elon Musk
+CEO
+ VP, CIO13th
+John JacksonFebruary

input_data/WiseTx - Salesforce Documentation - SOW - Fully executed.txt

@@ -0,0 +1,183 @@
+ 
+  1 
+ 
+STATEMENT OF WORK : Salesforce Documentation  SOW  
+This STATEMENT OF WORK (“Statement of Work” or “SOW”) dated February 7, 2024, is between Acme, LLC 
+(“Consultant”) and WiseTx . (“Client”).  
+This Statement of Work is controlled by the terms and conditions set forth in the Master Services Agreement 
+between the aforementioned parties dated February 16, 2023 . 
+Description of Services and Deliverables:   
+WiseTx  was founded to help health plans of any size manage the rising cost of specialty medications , with a 
+leadership team that has over 30 years of combined experience in healthcare, customer service, and pharmacy . 
+Using  their pharmacy expertise , they help free up companies'  valuable internal resources to focus on more 
+critical areas of business operations.   Their innovative solution is working to help self -funded insurers and 
+unions realize real savings in this area.  
+WiseTx  is reconfiguring/restructuring  their Salesforce for scalability. They  need to understand how their 
+current environment operates before they can begin restructuring.    
+They have asked for Acme to document and diagram current Salesforce processes and downstream impacts 
+for the following objects . 
+Salesforce objects, including flows, triggers, and validation rules:   
+• Member Drug   
+• Member   
+• Case   
+• Claims   
+Salesforce Apex classes:   
+• CET Staging   
+• CET Staging Trigger Helper   
+Acme and Client representatives will meet weekly to review the project status to identify progress against 
+agreed upon milestones, identify key risks, and remove roadblocks as needed.  
+Deliverables : 
+• Detailed Salesforce documentation related to the following Salesforce objects:  
+o Member Drug  
+o Member  
+o Case  
+DocuSign Envelope ID: 03c34a54-e21a-4257-a2ed-18c52082b1e9 
+  2 
+ 
+o Claims  
+• Documentation will also include the following:  
+o Related Objects  
+▪ Lookups  
+▪ Master -Detail  
+▪ Junction Objects  
+o Security (Access & Visibility)  
+▪ Roles  
+▪ Profiles  
+▪ Public Groups  
+▪ Queues  
+▪ Sharing Rules  
+▪ Permission Sets  
+▪ Permission Set Groups  
+o UI  
+▪ Apps  
+▪ List Views  
+▪ Page Layouts  
+▪ Lightning Record Pages  
+▪ Visualforce Pages  
+▪ Lightning Web Components  
+▪ Flow Screen s 
+▪ Report s and Dashboards  
+▪ Community Portal  
+o Automation  
+▪ Omni Channel  
+▪ Case Assignment Rules  
+▪ Web to Case  
+▪ Email to Case  
+▪ Approval Processes  
+▪ Validation Rules  
+▪ Email Alerts  
+• Email Templates  
+▪ Retired Declarative Automation  
+• Workflow Rules  
+• Process Builders  
+▪ Flows  
+▪ Apex Triggers  
+▪ Apex Classes  
+DocuSign Envelope ID: fbb819f4-b2c5-4293-9e90-eb69a3dc68f0 
+  3 
+ 
+• Specified Classes including CET Staging and CET Staging Trigger Helper  
+• Handlers  
+• Scheduled  
+• Batch  
+• Queueable  
+• Future Methods  
+• APIs 
+o Gaps between Business Processes and Salesforc e 
+o Recommendations  
+ 
+Services : 
+• Facilitate meetings , stakeholder interviews, and working sessions necessary to create deliverables 
+utilizing Acme’s agile methodology including planning, standups, and retrospectives.   
+• Execute prioritized implementation plan of work management and asset tracking  user stories.  
+• Update stakeholders about progress and roadblocks, articulate problems, report accomplishments, and 
+set realistic expectations.  
+• Meet weekly to review project status.  
+Delivery Schedule:  
+Delivery Schedules are estimates only, as completion dates assume the start date specified by this SOW and 
+correctness of assumptions detailed in this document and in discussions with  WiseTx . 
+1. Kickoff Meeting => TBD    
+2. Analysis Complete => Kickoff + 4 Weeks   
+3. Initiative Completion => Kickoff + 4 Weeks   
+Team   
+Acme will provide one (1) Senior Salesforce Consultant for an estimated four ( 4) weeks. Delivery of specific 
+scope features will vary based on prioritization by  WiseTx  and estimation by the consultant. Th e estimated 
+time for this project may be less or more than the initial estimate , depending on complexity.  
+Investment  
+Acme will provide the services and deliverables described above at a weekly  per-consultant rate of $ 6,500. 
+Acme agrees to perform all services based on Client instruction, Client priority, and available time; however, 
+this does not guarantee completion or delivery of any functionality or schedule.  
+ 
+Hours over 55 per week per Consultant, regularly outside typical working hours, or weekend hours will be billed 
+on a Time and Materials, Overtime rate of $300 per hour per consultant. Acme will send invoices at the 
+conclusion of each month to William Softy at lguojfs@test.com  
+ 
+DocuSign Envelope ID: 336caac2-d74e-41b3-9a42-3b9d2740ed13 
+  4 
+ 
+Should any consultant be regularly required to work outside of core business hours (Monday -Friday 8am -6pm) 
+as part of their project, Acme will invoice an additional $300 per day per consultant hazard fee.   
+ 
+Projected Schedule for Delivery and Payment  
+This engagement will begin within forty -five (45) days of execution  of this Statement of Work . The engagement 
+will continue until work is completed or given 30 days of notice to Acme.    
+Expiration  
+This contract will expire if not executed by Client and received by Acme by May 6, 2024 . 
+Travel Expenses  
+If Consultant is engaged to work outside of their home metropolitan area, Client agrees to pay for actual and 
+reasonable costs incurred by Acme for travel, living, and boarding, provided anticipated expenses are in 
+accordance with Client’s travel policy. Acme will render invoices for expenses upon completion of the services 
+or monthly, in the event the d uration of services exceeds one month. Invoices for expenses are payable upon 
+receipt.  
+Assumptions  
+1. All changes and change requests outside the defined Description of Services and Deliverables of this 
+Statement of Work (i) will be accomplished in writing, (ii) will be executed by both parties, and (iii) may have 
+cost and schedule implications if agreed u pon in writing by Client. Acme will detail any changes to cost 
+and schedule resulting from such changes in an executed Request for Change or SOW.  
+2. Client will provide reasonable access to key personnel in a timely fashion.  
+3. Client will provide guidance as to budgetary and licensing restrictions for tool selection.  
+4. Client will provide any enterprise system documentation or desired architecture in a timely fashion.  
+5. Previously developed Salesforce integrations are functional and complete.  
+6. Previous developers  will provide up to two (2) 30 -minute knowledge transfer sessions with Acme 
+consultants.  
+7. Client is responsible for providing a technological and processing environment conducive to supporting the 
+system selected by Client and in accordance with the specifications recommended by the software 
+publisher.  
+8. Client assumes complete responsibility for the selection, licensing and performance of all hardware and 
+software. Consultant makes no claim, and accepts no responsibility whatsoever, as to the suitability of such 
+hardware and software applications for Clie nt’s business operations and objective.  
+DocuSign Envelope ID: 3e6f28c4-3d70-45b2-a1bb-5f56e3c12c81 
+  5 
+ 
+9. Client will provide a development and testing environment for integration with other systems. If Client 
+cannot provide such an environment, Client will accept any loss of productivity on production environments 
+due to development, testing, deployment, and support of software on these systems.  
+10. Acme is not liable for changes to Client’s third -party systems, or the data therein, while working in 
+conjunction with the respective vendors of each system.  
+11. Client will provide a VPN connection to allow Acme to connect to their network remotely.  
+12. Acme expects and plans to perform all services in a continuous manner. Delays mandated by Client will 
+have cost and schedule implications. Acme will detail any changes to cost and schedule resulting from 
+such slippage in an executed Request for Chang e. 
+13. Acme will deem all data provided by the Client for development and testing purposes as not personally 
+identifiable as described by GLBA and HIPAA, unless Client formally notifies Acme otherwise.  
+14. Client will encrypt and specifically label any data that any Federal or State act protects before providing 
+such data to Acme for development and testing purposes.  
+15. Client will have five (5) contiguous business days to review provided deliverables and notify Acme of 
+acceptance or required changes. If Client does not notify Acme within five (5) contiguous business days, 
+Client will have accepted the deliverable.  
+16. Acme will perform the Services and Deliverables in a professional and workmanlike manner, consistent 
+with industry standards and in accordance with the Agreement.  
+ 
+ 
+IN WITNESS THEREOF, the parties have executed this Statement of Work as of this 7th day of February , 2024. 
+ 
+Acme, LLC                                                                     WiseTx   
+ 
+By: ______________________________________                    By: _________________________________________  
+Name: _ __Elon Musk _____ ________ ___  Name : _________________________ ______ _______  
+Title: ______ CEO_______________________________   Title: ________________________________________  
+ 
+ 
+DocuSign Envelope ID: 7124c307-4d47-4dd1-9478-51fdbb0d133e
+Peshdi Jackson
+President

input_data/WiseTx - Salesforce Leap Frog - SOW - Fully Executed.txt

@@ -0,0 +1,463 @@
+DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      1  
+  
+                                                                                                                                    
+Statement of Work: Salesforce Leap Frog  
+  
+STATEMENT OF WORK  
+THIS AGREEMENT (“Statement of Work” or “SOW”) dated April 18, 2024, is between Acme, LLC (“Consultant” 
+or “Acme”) and WiseTx (“Client” or “WiseTx”).   
+This Statement of Work is controlled by the terms and conditions set forth in the Master Services Agreement 
+(“Agreement”) between the aforementioned parties dated February 16, 2023 which references the following 
+terms:  
+Description of Services and Deliverables  
+WiseTx is reconfiguring/restructuring their Salesforce for scalability. They needed to understand how their 
+current environment operated before beginning restructuring.  
+Now that the documentation phase is completed and the scope of Salesforce changes needed has been 
+determined, WiseTx is ready to begin implementing the enhancements from the implementation roadmap.  
+Acme and Client representatives will meet weekly to review the project status to identify progress against 
+agreed milestones, identify key risks, and remove roadblocks as needed.  Acme resources will be part of an 
+embedded team, working with two (2) WiseTx developers to implement the documented changes needed.  
+Acme will use the following deliverables and services as a basis of work:  
+Deliverables:  
+• Refactor and enhance code as directed by architect and backlog o Apex Triggers, Apex Classes, and Apex 
+Test Classes (refer to Exhibit A and Exhibit B) o Refactor Flows  
+• Transition Workflow Rules and Process Builders to Flow  
+• Test refractor code and declarative automation  
+• Document changes made in core documentation  
+• Communication and integration plans created with Development Teams to work within current 
+development plans   
+  
+Services:  
+• Kickoff SOW with Development Teams to create communication and integration plans  
+• Participate in Development Teams standup meetings, code reviews, and project meetings  
+• Conduct quality assurance testing for completed development items, potentially including unit testing, 
+automated testing, and integration testing.    DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      2  
+  
+• Utilize WiseTx DevOps platforms to manage code repositories and branching strategies to ensure a 
+clean, current codebase.   
+• Attend Development Team implementation meetings  
+• Formal training with the Development Team will be done based on level requested and time in SOW  
+• Provide recommendations related to the requirements documentation.  
+  
+Delivery Schedule   
+This engagement will begin within 45 days of the execution of the Statement of Work. Acme will provide two  
+(2) Salesforce developers for an estimated four (4) months, embedded with two (2) WiseTx 
+developers. Mutual discussion and agreement to increase or decrease the Consultant headcount based on 
+Client’s business need will occur at least bi -weekly, with a t hirty (30) day lead time to headcount actions.   
+Delivery of specific scope features will vary based on prioritization by WiseTx and estimation by developers. 
+Delivery Schedules are estimates only, as completion dates assume the start date specified by this SOW and 
+correctness of assumptions detailed in this document and in discussions with WiseTx .  
+Investment  
+Acme will provide the services and deliverables described above at a Monthly per -consultant rate of $26,000. 
+Acme agrees to perform all services based on Client instruction, Client priority, and available time; however, 
+this does not guarantee comple tion or delivery of any functionality or schedule. For monthly flatrate billing, 
+consultants typically work 40 hours per week, with variances to ensure delivery when necessary consistent 
+with Acme’s Results -Focused culture. Consultant vacations up to a period of 10 business days are not 
+deducted from invoicing rates.   
+  
+The total estimated engagement cost is expected to be $190,200.  
+  
+Hours over 55 per week per Consultant, regularly outside typical working hours, or weekend hours will be 
+billed on a Time and Materials, Overtime rate of $300 per hour per consultant. Acme will send invoices at the 
+conclusion of each month to William Har ding at oahkpfe@demo.com .   
+  
+Should any consultant be regularly required to work outside of core business hours (Monday -Friday 8am -6pm) 
+as part of their project, Acme will invoice an additional $300 per day per consultant hazard fee.   
+  DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      3  
+  
+Project Constraints and Flexibility   
+Any project must always balance three types of project constraints: Scope, Cost, and Time. Acme agrees to 
+perform all services based on Client instruction, Client priority, and available time. Client acknowledges that 
+prioritizing two of the project con straints will necessitate flexibility on the third.  
+Expiration   
+This contract will expire if not executed by Client and received by Acme by June 30, 2024.  
+Travel Expenses  
+If Consultant is engaged to work outside of their home metropolitan area, Client agrees to pay for actual and 
+reasonable costs incurred by Acme for travel, living, and boarding, provided anticipated expenses are in 
+accordance with Client’s travel policy . Acme will render invoices for expenses upon completion of the 
+services or monthly, in the event the duration of services exceeds one month. Invoices for expenses are 
+payable upon receipt.  
+Assumptions  
+• All changes and change requests outside the defined Description of Services and Deliverables of this 
+Statement of Work (i) will be accomplished in writing, (ii) will be executed by both parties, and (iii) may 
+have cost and schedule implications if agreed u pon in writing by Client. Acme will detail any changes to 
+cost and schedule resulting from such changes in an executed Request for Change or SOW.   
+• Client will provide a team member who will take on the primary responsibilities for applicable project 
+management, including status reporting, sprint review materials, etc.    
+• Client will share any available previous vendor documentation and architecture related to the software 
+applications in scope for the Acme developers.    
+• Client will provide credentials for Acme developers in a timely fashion.    
+• Client will provide reasonable access to key personnel in a timely fashion.   
+• Client will provide guidance as to budgetary and licensing restrictions for tool selection.   
+• Client is responsible for providing a technological and processing environment conducive to supporting the 
+system selected by Client and in accordance with the specifications recommended by the software 
+publisher.    
+• Client assumes complete responsibility for the selection, licensing and performance of all hardware and 
+software. Consultant makes no claim, and accepts no responsibility whatsoever, as to the suitability of such 
+hardware and software applications for Clie nt’s business operations and objective.   
+• Client will provide a development and testing environment for integration with other systems. If Client 
+cannot provide such an environment, Client will accept any loss of productivity on production 
+environments due to development, testing, deployment, and support of software on these systems.   DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      4  
+  
+• Acme is not liable for changes to Client’s third -party systems, or the data therein, while working in 
+conjunction with the respective vendors of each system.   
+• Client will provide a VPN connection or AVD (Azure Virtual Desktop) to allow Acme to connect to their 
+network remotely.    
+• Acme expects and plans to perform all services in a continuous manner. Delays mandated by Client will 
+have cost and schedule implications. Acme will detail any changes to cost and schedule resulting from 
+such slippage in an executed Request for Chang e.   
+• Acme will deem all data provided by the Client for development and testing purposes as not personally 
+identifiable as described by GLBA and HIPAA, unless Client formally notifies Acme otherwise.    
+• Client will encrypt and specifically label any data that any Federal or State act protects before providing 
+such data to Acme for development and testing purposes.   
+• Client will have five (5) contiguous business days to review provided deliverables and notify Acme of 
+acceptance or required changes. If Client does not notify Acme within five (5) contiguous business days, 
+Client will have accepted the deliverable.   
+• Acme will perform the Services and Deliverables in a professional and workmanlike manner, consistent 
+with industry standards and in accordance with the Agreement.   
+ IN WITNESS THEREOF, the parties have executed this Statement of Work as of this __ day of __3rd May_______, 
+2024.  
+  
+  
+Acme, LLC                                                                       WiseTx   
+  
+By: ____________________________________   By: _______________________________________  
+Name: _Elon Musk________________________________          Name: _Peshdi 
+Jackson__________________________________  
+Title: _________________________CEO__________       Title: ________________________________President_____     
+  
+    
+Exhibit A  
+DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      5  
+  
+Leap Frog Planned Tasks  
+Contact Object  
+Triggers  
+• ContactTrigger – No changes  
+Apex Classes  
+• ContactTriggerHelper o Remove processAfterInsert function – it does nothing. o Refactor 
+processAfterUpdate  function to extrapolate common functionality to helper functions.  
+o Logging updates.  
+• ContactTriggerHelperTest o Extrapolate common functionality to separate functions. o Increase 
+validation of changes. o Add testing for error / non happy path.  
+Process Builder  
+• Track Contact Changes – convert to flow.  
+Flows  
+• Convert before flows to sub flows.  
+• Create new before flow to invoke sub flows when required.  
+Member Drug  
+Triggers  
+• MemberDrugTrigger – No changes  
+Apex Classes  
+• MemberDrugTriggerHelper o Logging updates.  
+• MemberDrugTriggerHelperTest o Fully test all use cases in MemberDrugTriggerHelper.  
+• MemberDrugService o Extrapolate common functionality to helper functions. o Review / optimize 
+SOQL queries. o Logging updates. o Improved error handling.  
+Process Builder  
+• Track Member Drug Changes – convert to flow.  
+Flows  
+• Convert flows to sub flows.  
+• Create new flow to invoke sub flows when required.  
+Claim Information  
+Triggers  
+• ClaimInformationTrigger – No changes  
+Apex Classes  
+• ClaimInformationTriggerHelper o Logging updates. o Extrapolate common functionality to helper 
+functions. o Refactor existing helper functions for readability, maintainability, and optimizations.  DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      6  
+  
+o General cleanup of unused or duplicate logic.  
+• ClaimInformationTriggerHelper o Extrapolate common functionality to helper functions. o Increase 
+validation of changes. o Add testing for error / non happy paths.  
+Process Builder  
+• Claim Create – convert to flow.  
+• Claim Update – convert to flow.  
+Flows  
+• General – update to handle conversion of process builders to flows.  
+Case  
+Trigger  
+• AWM_Case – managed package; we need to determine what this package is doing to ensure this is 
+doing what it should be.  
+• RHX_Case – move logic to CaseTriggerHelper and delete this trigger.  
+• CaseTrigger – add active flag.  
+Apex Classes  
+• CaseTriggerHelper o Extrapolate common functionality to helper functions. o Logging and error 
+handling updates.  
+o Refactor for readability, maintainability, and optimization. o Cleanup of unused and 
+duplicate logic.  
+o Review / optimize SOQL queries.  
+• CaseTriggerHelperTest o Potential full rewrite  to test and verify logic of CaseTriggerHelper.  
+Process Builder  
+• Case Process – convert to flow.  
+• Case Priority_Version2 – convert to flow.  
+• Reevaluate Case Routing on Case Update – convert to flow.  
+• PRx_Post_Go_Live_Case_Routing – convert to flow.  
+• PRx_Pre_Go_Live_Case_Routing – convert to flow.  
+• IRx_Post_Go_Live_Case_Routing – convert to flow.  
+• IRx_Pre_Go_Live_Case_Routing – convert to flow.  
+Flows  
+• General – update to handle conversion of process builders to flows.  
+Apex Process  
+APIIntegrationClass  
+• Associated with: Member Drug, Claim Information, Case • Refactor for readability, maintainability, and 
+optimizations.  DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      7  
+  
+• Review / optimize SOQL queries.  
+• Logging and error handling updates.  
+• Rewrite test class to validate logic, testing happy path, error paths, and edge cases.  
+BatchCaseClosePostGoLive  
+• Associated with: Contact, Member Drug, Claim Information, Case  
+• Refactor for readability, maintainability, and optimizations.  
+• Review / optimize SOQL queries. o This uses UTIL_SObjectToQueryableString class, which allows for 
+selecting all fields of an SObject. We don’t want to do this as it increases the price of the query. We 
+should only be selecting fields we need. Ideally we would delete this class once we have optimized  all 
+queries that are currently using it.  
+• Code cleanup to remove unused variables and logic.  
+• Update logging and error handling.  
+• Rewrite test class to validate logic, testing happy path, error paths, and edge cases.  
+ButtonHelper  
+• Associated with: Contact, Claim Information, Case  
+• Extrapolate common functionality to helper functions.  
+• Refactor for readability, maintainability, and optimization.  
+• Review / optimize SOQL queries.  
+• Update logging and error handling.  
+• Refactor test class to move setup to separate function(s), validate error / non happy path and edge 
+cases.  
+CAGAssociationHelper  
+• Associated with: Contact, Case  
+• Extrapolate common functionality to helper functions.  
+• Refactor for readability, maintainability, and optimization.  
+• Review / optimize SOQL queries.  
+• Update logging.  
+• Refactor test class:  
+o Extrapolate common functionality to setup function. o Add additional validation to 
+success test. o Add tests for error / non happy path and any edge cases.  
+CaseRoutingBatch  
+• Associated with: Contact, Member Drug, Case  
+• Remove logic that exists for only test purposes.  
+• Extrapolate common functionality to helper functions.  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Update logging and error handling.  
+• Target try / catch logic.  DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      8  
+  
+• Code cleanup to remove unused variables and logic.  
+• Rewrite test class to test and validate all paths of class.  
+CETStagingTriggerHelper  
+• Associated with: Contact, Claim Information  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Extrapolate common functionality to separate functions.  
+• Extrapolate large functions to own class (where applicable).  
+• Target try / catch logic.  
+• Review / optimize SOQL queries.  
+• Update logging and error handling.  
+• Refactor test class to extrapolate common functionality to utility methods, extend verification where 
+applicable, and ensure all code paths are properly covered.  
+ClaimInfoCloseTermedClientClaimsBatch  
+• Associated with: Claim Information  
+• Cleanup code to remove unused variables and logic.  
+• Review / optimize SOQL queries.  
+• Update logging and error handling.  
+• Add verification of error path in test coverage.  
+ClaimInformationRoutingBatch  
+• Associated with: Member Drug, Claim Information  
+• Review / optimize SOQL queries.  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Extrapolate common functionality to separate function.  
+• Update logging and error handling.  
+• Replace hard -coded references.  
+• Rewrite test class to test and validate all paths of class.  
+ClaimMemberDrugUpdateBatch  
+• Associated with: Member Drug, Claim Information  
+• Review / optimize SOQL queries.  
+• Refactor for readability, maintainability, and optimization.  
+• Add verification of data to test class.  
+ClientTypeChangeBatch  
+• Associated with: Member Drug, Claim Information, Case  
+• Review / optimize SOQL queries.  
+• Refactor for maintainability and optimization.  
+• Rewrite test class to test and validate all paths of code.  DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      9  
+  
+ClientTypeSyncJob  
+• Associated with: Member Drug, Claim Information, Case  
+• Refactor to take advantage of batchable interface.  
+• Review / optimize SOQL queries.  
+• Add validation of non happy path to tests.  
+CommunicationToLetterBatch  
+• Associated with: Contact  
+• Review / optimize SOQL queries.  
+• Expand validation of happy path in test; add validation of non happy / error path.  
+Communication_Service  
+• Associated with: Contact  
+• Update logging and error handling.  
+ContactGroupAccountUpdateBatch  
+• Associated with: Contact  
+• Review usage of Database.Stateful interface.  
+Contact_Selector  
+• Associated with: Contact  
+• Review / optimize SOQL queries.  
+DrugStagingController  
+• Associated with: Contact  
+• Combine with DrugStagingControllerBioPlus and DrugStagingControllerPublix (or at least implement a 
+base class with shared logic and extend as needed).  
+• Add verification to existing tests; add checks for non -happy paths.  
+DrugStagingControllerBioPlus • 
+See DrugStagingController.  
+DrugStagingControllerPublix • See 
+DrugStagingController.  
+E1TriggerHelper  
+• Associated with: Member Drug, Claim Information  
+• Update logging and error handling.  
+• Review / optimize SOQL queries.  
+• Extrapolate common functionality to separate functions.  
+• Refactor for readability, maintainability, testability, and optimization.  
+• For test class:  DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      10  
+  
+o Extrapolate common functionality to utility / setup methods. o Refactor for 
+readability and maintainability. o Increase validation for existing tests and add 
+additional tests for edge cases.  
+FileE2Batch  
+• Associated with: Claim Information  
+• Review / optimize SOQL queries.  
+• Target try / catch logic.  
+• Refactor to handle larger batch sizes.  
+• Extrapolate setup from test functions to setup function.  
+LetterService  
+• Associated with: Contact  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Code cleanup to remove unused code.  
+LOB_Service  
+• Associated with: Contact  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Extrapolate common functionality to utility methods.  
+MassClaimsChangeOwner  
+• Associated with: Claim Information  
+• Review / optimize SOQL queries.  
+• Update logging and error handling.  
+• Expand test validation.  
+MemberDrugRenewalTaskBatch  
+• Associated with: Member Drug  
+• Extrapolate common functionality to utility function.  
+• Add validate for non -happy path in tests.  
+NPIContactsListController  
+• Associated with: Member Drug, Claim Information  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Review / optimize SOQL queries.  
+• Add coverage for error paths to test class.  
+NPIMemberDrugListController  
+• Associated with: Member Drug, Claim Information  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Review / optimize SOQL queries.  
+• Add coverage for error paths to test class.  DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      11  
+  
+PapBillGroupService  
+• Associated with: Member Drug  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Validates results in tests; add error path tests.  
+PreImplementationObjectStore  
+• Associated with: Contact  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Update logging and error handling.  
+• Extrapolate common functionality to utility method.  
+• Review / optimize SOQL queries.  
+PreImplementationTriggerHelper  
+• Associated with: Contact, Case  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Update logging and error handling.  
+ProcessClaimsQueueable  
+• Associated with: Claim Information  
+• Combine with SendClaimsQueue and update references; functionally both classes do the same thing.  
+ProcessContactStatusBatch  
+• Associated with: Contact  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Extrapolate common functionality to utility function.  
+• Remove hard -coded email addresses.  
+• Update logging and error handling.  
+• Review / optimize SOQL queries.  
+• For test class:  
+o Extrapolate setup to setup function. o Add validation after execution of tests.  
+o Add tests for non -happy execution paths.  
+ProcessContactStatusQueueableBatch  
+• Associated with: Contact  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Extrapolate common functionality to utility function.  
+• Remove hard -coded email addresses.  
+• Update logging and error handling.  
+• Review / optimize SOQL queries.  
+• For test class:  
+o Extrapolate setup to setup function. o Add validation after execution of tests.  DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      12  
+  
+o Add tests for non -happy execution paths.  
+PublixNPIContactsListController  
+• Associated with: Member Drug, Claim Information  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Review / optimize SOQL queries.  
+• Add coverage for error paths to test class.  
+PublixNPIMemberDrugListController  
+• Associated with: Member Drug, Claim Information  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Review / optimize SOQL queries.  
+• Add coverage for error paths to test class.  
+ReRouteAllowCaseRecordsQueueable  
+• Associated with: Case  
+• Refactor to take advantage of batchable interface.  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Update logging and error handling.  
+RevertBadDataBatch  
+• Associated with: Member Drug, Claim Information  
+• Remove code; this does not appear to be used (looks like a one time use case). If that is not the case, 
+we can provide an accurate estimate.  
+SearchClaimsController  
+• Associated with: Claim Information  
+• Update logging and error handling.  
+• Review / optimize SOQL queries.  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Target try / catch logic.  
+• Rewrite test class to test all paths of code.  
+SendClaimsQueue  
+• See ProcessClaimsQueueable  
+SendEmailHelperBulkified  
+• Associated with: Contact  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Review / optimize SOQL queries.  
+• Update logging and error handling.  
+• Extrapolate common functionality to utility functions.  DocuSign Envelope ID: 2E514FC9 -C434 -4FFA -9201 -8BBC43CA7584  
+      13  
+  
+SendLetterController  
+• Associated with: Contact  
+• Review / optimize SOQL queries.  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Extrapolate common functionality to utility function.  
+• For test, extrapolate setup to setup function and extend validation where applicable.  
+TCNCallRecordTriggerHelper  
+• Associated with: Contact, Member Drug, Case  
+• Update logging.  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Extrapolate common functionality to utility functions.  
+• Review / optimize SOQL queries.  
+• For tests, add tests for all execution paths.  
+UpdateCaseAgeBatch  
+• Associated with: Case  
+• Refactor for readability, maintainability, testability, and optimization.  
+• Remove unused logic.  
+• Review / optimize SOQL queries.  
+• Extend verification in test class.  
+Architectural updates  
+• Centralize logging and emailing.  
+• Overhaul Testing to ensure code is validated and not just runnable.  
+Communication & Team Integration  
+• Members of Acme team will be on any stand -ups, planning meetings, and any other activities that 
+Prudent Rx wants us to attend.  
+• We will continue check point meetings to go over work we have done.  
+• If anything comes up that needs immediate action, we will coordinate that as well.   

requirements.txt

@@ -0,0 +1,14 @@
+streamlit
+PyPDF2
+langchain-openai
+langchain
+python-dotenv
+qdrant-client
+langchain-community
+langchain-core
+tiktoken
+openai
+cohere
+chainlit
+faiss-cpu
+unstructured