Okta Tech Advisory Build Services

Statement of Work

Confidentiality Notice

This Statement of Work constitutes Okta Confidential Information and is intended for the internal use of Okta Customers only to evaluate the Statement of Work and may not be duplicated, used or distributed externally or reproduced for external distribution in any form without express written permission of Okta, Inc.

1. Summary

This Statement of Work (“SOW”) is issued under, and subject to, the terms and conditions of the Agreement (as that term is defined in the Order Form).

Okta Technical Advisory Build Services “Professional Services'' are based on Okta’s practices for integrating the Okta Service with Customer’s applications in a series of virtual workshop sessions (“Working Sessions”) with the Customer (collectively the “Professional Services”). Okta offers Technical Advisory Sessions for Workforce Identity Cloud (“WIC''), Customer Identity Cloud (“CIC”), and Customer Identity Solution (“CIS”) customers.

2. Scope

The following activities shall be within the scope of this SOW:

A Working Session is intended to cover a single topic. The parties must agree to the topic at least one (1) week in advance of the scheduled Working Session, so the Okta technical advisor can prepare for the Working Session. At Okta’s discretion, multiple topics may be covered in a single session. The Customer and Okta will work together to prioritize topics within scheduled Working Sessions.

A Working Session is scheduled in two (2) hour blocks. There could be a maximum of two (2) ad hoc email requests / discussions outside of a Working Session. If Okta determines these requests / emails require more than 30-minutes, it will be considered as a Working Session. The quantity of sessions purchased are specified on the Order Form.

Working Sessions will be facilitated by an Okta technical advisor to assist the Customer with WIC / CIS / CIC Identity Access Management (“IAM”) topics. Customer and Okta will work to identify IAM topics to address during Working Sessions during the initial planning meeting. Build sessions focus on implementation advice, and demonstrating best practices.

There are no deliverables, or guaranteed outcomes, as part of the Professional Services provided under this SOW.

3. Out of Scope

Not all topics are appropriate for session-based Professional Services. The following features, functionality and activities are out of scope for this Statement of Work:

Coding (other than workflow templates / code examples)
Developer Operations (DevOps) pipeline and implementation
Tenant diagnostics / Health checks
SDK Code Implementation / Configuration
Integrating with on-premise systems (MS Sharepoint / Exchange, for example)
CIC tenant migrations
Impersonation and token-exchange use-cases
Features / integrations not listed in the Okta Integration Network (OIN), Auth0 Marketplace, or Okta Workflows Template directory
Any functionality that is part of roadmap, beta, or early access programs
Customer staging, end user communication, and change management
SSO integrations which are not based on IAM industry standards such as SAML, OIDC, WS-Fed, OAuth, etc
Devices, authenticators, technology, or integrations not supported by Okta

4. Fees & Expenses

The customer shall pay Okta the Fees and expenses set forth on the applicable Order Form in accordance with the terms of the Agreement. Actual reasonable and out-of-pocket expenses and taxes are not included herein and will be invoiced separately per the terms of the Agreement.

The Professional Services described in this SOW will be provided on a fixed fee basis. The term of this SOW (“SOW Term”) shall commence on the date the Order Form is fully executed (“Order Form Effective Date”) and shall expire on the earlier of: (a) six (6) months after the Order Form Effective Date, or (b) upon delivery of the quantity of sessions purchased as specified on the Order Form. All Professional Services available under this SOW may only be redeemed during the SOW Term. Delays resulting from Customer’s failure to Cooperate (as defined below) will not extend the SOW Term Okta is not responsible for and shall be relieved of responsibility for performing any Professional Services that have not been completed during the term due to Customer’s failure to Cooperate or failure to schedule such Professional Services in a timely manner. No refunds or credits will be provided for any Professional Services Fees. Fees will be invoiced upon the execution of the Order Form and will be due in accordance with the terms of the Agreement.

5. Scheduling

Okta will provide Professional Services during regular business hours (8:00 a.m. to 5:00 p.m. based on the primary US-based location of the Customer), Monday through Friday, except local holidays (“Business Hours”). Okta will provide the Professional Services remotely.

Okta Technical Advisory Build Services will commence with an initial planning meeting with the Customer. The goal of this meeting (which does not count towards a Working Session) is to:

Review expectations and objectives for the Working Sessions
Align on objectives
Identify resources, roles, and responsibilities
Schedule Working Sessions

Okta and Customer will be responsible for planning, management, and execution of the Working Session schedule for Okta Resources.

Working Sessions are scheduled on a first-come, first-serve basis and will be mutually agreed upon in writing by the Parties prior to the commencement of the Professional Services hereunder. Okta will use reasonable endeavors to meet Customer’s scheduling requests for a Working Session. The Working Session schedule will be managed by the Okta Project Administrator and Customer Project Manager. The Customer must cancel or reschedule any Working Session at least two (2) business days in advance. If Customer fails to cancel or reschedule a Working Session at least two (2) business days in advance, then the Working Session(s) will be deemed delivered and Okta is under no further obligation with respect to such Working Session(s).

6. Customer Obligations

The Customer will:

Ensure that working sessions are scheduled and attended by the appropriate resources (Subject Matter Experts “SMEs”: employees, contractors, or third-party) that are relevant to the working session.
Ensure that the working sessions begin on time and that the resources are available for the duration of the working session.
Own the configuration and/or code. This includes review, test, stage, and deployment, as appropriate.
Schedule a follow-on Build Session for the topic (if needed).
Remain engaged throughout the duration of the Professional Services by actively participating, providing requested integration information, and otherwise completing its obligations as set forth in this SOW in a timely manner (“Cooperate”).
Attend the initial planning meeting and provide the necessary information to set a schedule with Okta for all Working Sessions.
Provide topics for each Working Session at least one (1) week in advance of each Working Session in order to give Okta adequate time to prepare for the Working Session.
Provide any requested information to Okta that it may require to determine whether multiple topics can be covered in a single Working Session.
Ensure that all information required for the Working Sessions (pre-work) is prepared in advance of the Working Session.
Perform and complete activities related to discovery, functional, and technical analysis.
Establish a communication and escalation plan, including assigning appropriate resources who are knowledgeable about the technical and business aspects involved, including a dedicated Project Manager.
Provide access to any third-party services or software as required.
Procure services or software and license rights necessary for the Okta Service to integrate to such services or software.
Pay any service provider costs required to enable SSO on applications that are in scope of this engagement.
Provide and test all necessary remote access by Okta to Customer systems prior to the commencement of the Professional Services, as required.
Be responsible for all hardware/virtual machines operating system(s), browser(s), commercial application(s), code for custom developed applications, application/web server(s), directory(s), database, network, proxy, and firewall maintenance and security as well as an active backup and recovery strategy as applicable for the aforementioned.
Provide complete and accurate data for integration with the Okta Service.
Prepare and manage all corporate communications and training activities to promote greater adoption and higher satisfaction from users. Sample communication templates may be provided for Customer use.

7. Assumptions

General Assumptions

Okta resource continuity is not guaranteed for all Working Sessions, and multiple Okta resource(s) may be assigned.
Support for out of scope requirements will require the execution of a new SOW with an associated cost. Upon execution of a new SOW, Okta cannot guarantee that the Okta resources will be re-assigned to the new Professional Services engagement.
Okta and Customer will work together in good faith to resolve any issues quickly.
Scheduling for the Professional Services to be performed are based upon a first come first serve basis and will be mutually agreed upon by the parties prior to the commencement of the Professional Services hereunder.
Okta will follow independent software vendor guidelines for supported and deprecated versions of a product.
The Professional Services will be conducted remotely.
Okta will have no responsibility for providing any Services on non-Okta Products.
Okta will have no responsibility for other contractors or third parties engaged by Customer or another third-party during delivery of the Services unless expressly agreed to in writing.
Okta will not be responsible for any delays caused by the Customer or any third-party.
Services are non-transferable.