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HomeMy WebLinkAboutContract 48757� Y '/' � RECE��� _ � ��`,�1� �y'J ��� C\� 0� �OR � �� ��.ry S�GR ��,o�c..'. �` � � City Secretaiy Conh�act No. F�JRT �ORTH � � PROFESSIONAL SERVICES AGREEMENT (Infor•mation Technology) This PROFESSIONAL SERVICES AGREEMENT ("AgeemenY') is made and entered into by and between the CITY OF FORT WORTH (the "City" or "Client"), a home-rule municipal corporation situated in portions of Tarrant, Denton, Johnson and Wise Counties, Texas, acting by and through its duly authorized Assistant City Manager, and DATA TRANSFER SOLUTIONS, LLC ("Consultant"), a Florida limited liability company, and acting by and through A. M. `Trey' Fragala, III, AICP, PMP its duly authorized Chief Operating Officer. City and Consultant are each individually referred to herein as a"party" and collectively refetred to as the "parties." The term "Consultant" shall include the Consultant, its officers, agents, employees, representatives, contractors or subcontractars. The term "City" shall include its officers, employees, agents, and representatives. CONTRACT DOCUMENTS: The Contract documents shall include the following: 1. This Ageement for Professional Services 2. E�ibit A— Statement of Work 3. E�ibit B— Payment Schedule 4. E�ibit C— Milestone Acceptance Form 5. E�ibit D— Network Access Agreement — INTENTIONALLY DELETED 6. E�ibit E— Signature Verification Form All E�ibits attached hereto are incorporated herein and made a part of this Ageement for all purposes. In the event of any conflict between the documents, the terms and conditions of this Professional Services Ageement shall control. The term "Consultant" or "Contractor" shall include the Consultant ar Contractor, and its officers, agents, employees, representatives, servants, contractors or subcontractors. The term "City" shall include its officers, employees, agents, and representatives. 1. Scope of Services. Consultant hereby agees, with good faith and due diligence, to provide the City with professional consulting services for performance-based asset management software and support consisting of five primary categories: core assets, work management, resource management and plan management.. Specifically, Consultant will perform all duties outlined and described in the Statement of Work, which is attached hereto as E�hibit "A" and incorporated herein for all purposes, and further referred to herein as the "Seivices." Consultant shall perform the Services in accordance with standards in the industiy far the same Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 1 af 52 OFFICIA! RECOR� CITY SECRETARY FT. WORTH, TX , Rev. 12/2015 City Secretary Contract No. or similar services. In addition, Consultant shall perform the Services in accordance with all applicable federal, state, and local laws, rules, and regulations. If there is any conflict between this Agreement and E�ibit A, the terms and conditions of this Ageement shall control. 2. Term. This Agreement shall commence upon execution ("Effective Date") and shall expire no later than December 31, 2017 ("Expiration Date"), unless terminated earlier in accordance with the provisions of this Agreement or otherwise extended by the parties. This Agreement may be renewed far up to five additional one-year terms at the City's option, each a"Renewal Term." The City shall provide Consultant with written notice of its intent to renew at least thirty (30) days prior to the end of each term. 3. Compensation. The City shall pay Consultant an amount not to exceed $1,396,810.00 in accordance with the provisions of this Agreement and Exhibit "B," Payment Schedule, which is attached hereto and incorporated herein for all purposes. Consultant shall not perform any additional services for the City not specified by this Ageement unless the City requests and approves in writing the additional costs for such services. The City shall not be liable for any additional expenses of Consultant not specified by this Agreement unless the City first approves such expenses in writing. City agees to pay all invoices of Consultant within thirty (30) days of receipt of such invoice. Consultant may charge interest on late payments not to exceed one percent (1%). 4. Termination. 4.1. Convenience. Either the City or Consultant may terminate this Ageement at any time and for any reason by providing the other party with 30 days written notice of termination. 4.2 Breach. If either party commits a material breach of this Agreement, the non-breaching Party must give written notice to the breaching party that describes the breach in reasonable detail. The breaching party must cure the breach ten (10) calendar days after receipt of notice from the non- breaching party, or other time frame as agreed to by the parties. If the breaching party fails to cure the breach within the stated period of time, the non-breaching pariy may, in its sole discretion, and without prejudice to any other right under this Agreement, law, or equity, immediately terminate this Agreement by giving written notice to the breaching party. 43 Fiscal Fundin� put• In the event no funds or insufficient funds are appropriated by the City in any fiscal period for any payments due hereunder, the City will notify Consultant of such occurrence and this Agreement shail terminate on the last day of the fiscal period for which appropriations were received without penalty or expense to the City of any kind whatsoever, except as to the portions of the payments herein agreed upon for which funds have been appropriated. 4.4 Duties and Obligations of the Parties. In the event that this Ageement is terminated prior to the Expiration Date, the City shall pay Consultant for services actually rendered up to the effective date of termination and Consultant shall continue to provide the City with services requested by the City and in accordance with this Agreement up to the effective date of termination. Upon termination of this Agreement for any reason, Consultant shall provide the City with copies of all completed or partially completed documents prepared under this Agreement. In the event Consultant has received access to City information or data as a requirement to perform services hereunder, Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 2 of 52 Rev. 12/2015 City Secretary Contract No. Consultant shall return all City provided data to the City in a machine readable foimat ar other format deemed acceptable to the City. 5. Disclosure of Conflicts and Confidential Information. 5.1 Disclosure of Conflicts. Consultant hereby warrants to the City that Consultant has made full disclosure in writing of any e�sting or potential conflicts of interest related to Consultant's services under this Agreement. In the event that any conflicts of interest arise after the Effective Date of this Agreement, Consultant hereby agrees immediately to make full disclosure to the City in writing. 5.2 Conf'idential Information. The City acknowledges that Consultant may use products, materials, or methodologies proprietary to Consultant. The City agrees that Consultant's provision of services under this Agreement shall not be gounds for the City to have or obtain any rights in such proprietary products, materials, or methodologies unless the parties have executed a separate written agreement with respect thereto. Consultant, for itself and its officers, agents and employees, agrees that it shall treat all information provided to it by the City ("City Information") as confidential and shall not disclose any such information to a third party without the prior written approval of the City. 5.3 Unauthorized Access. Consultant shall store and maintain CiTy Information in a secure manner and shall not allow unauthorized users to access, modify, delete or otherwise corrupt City Information in any way. Consultant shall notify the City immediately if the security or integrity of any City information has been compromised or is believed to have been compromised, in which event, Consultant shall, in good faith, use all commercially reasonable efforts to cooperate with the City in identifying what information has been accessed by unauthorized means and shall fully cooperate with the City to protect such information from further unauthorized disclosure. 6. Right to Audit. Consultant agrees that the City shall, until the expiration of three (3) years after final payment under this Agreement, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and recards of the Consultant involving transactions relating to this Agreement at no additional cost to the City. Consultant agrees that the City shall have access during normal working hours to all necessaiy Consultant facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. The City shall give Consultant not less than 10 days written notice of any intended audits. Consultant further agrees to include in all its subcontractor agreements hereunder a provision to the effect that the subcontractor agees that the City shall, until expiration of three (3) years after final payment of the subcontract, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records of such subcontractor involving transactions related to the subcontract, and fiirther that City shall have access during normal working hours to all subcontractor facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this paragraph. City shall give subcontractor not less than 10 days written notice of any intended audits. 7. Independent Contractor. It is expressly understood and agreed that Consultant shall operate as an independent contractor Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 3 of 52 Rev. 12/201 S City Secretary Contract No. as to all rights and privileges granted herein, and not as agent, representative or employee of the City. Subject to and in accordance with the conditions and provisions of this Ageement, Consultant shall have the exclusive right to control the details of its operations and activities and be solely responsible for the acts and omissions of its officers, agents, servants, employees, contractors and subcontractors. Consultant acknowledges that the doctrine of respondeat superior shall not apply as between the City, its officers, agents, servants and employees, and Consultant, its officers, agents, employees, servants, contractors and subcontractors. Consultant further agrees that nothing herein shall be construed as the creation of a partnership or joint enterprise between City and Consultant. . It is further understood that the City shall in no way be considered a Co-employer or a Joint employer of Consultant ar any officers, agents, servants, employees or subcontractors of Consultant. Neither Consultant, nar any officers, agents, servants, employees or subcontractors of Consultant shall be entitled to any employment benefits from the City. Consultant shall be responsible and liable far any and all payment and reporting of taYes on behalf of itself, and any of its officers, agents, servants, employees or subcontractors. 8. LIABILITY AND INDEMNIFICATION. A. LIABILITY - CONSULTANT 5HALL BE LIABLE AND RESPONSIBLE FOR ANY AND ALL PROPERTY LOSS, PROPERTY DAMAGE AND/OR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, TO THE EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR ONIISSION(S), MALFEASANCE OR INTENTIONAL MISCONDUCT OF CONSULTANT, ITS OFFICERS, AGENTS, SERVANTS OR EMPLOYEE5. B. INDEMNIFICATION - CONSULTANT HEREBY COVENANTS AND AGREES TO INDENINIFY, HOLD HARMLESS AND THE CITY, ITS OFFICERS, AGENTS, SERVANTS AND EMPLOYEES, FROM AND AGAINST ANY AND ALL CLAIMS OR LAWSUITS OF ANY KIND OR C�IARACTER, WHETHER REAL OR ASSERTED, FOR EITHER PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO CONSULTANT'S BUSINESS, AND ANY RESULTING LOST PROFITS) PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, AND DAMAGES FOR CLAIlVIS OF INTELLECTUAL PROPERTY INFRINGEMENT, ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT, TO THE EXTENT CAUSED BY THE ACTS OR OMISSIONS OF CONSULTANT, ITS OFFICERS, AGENTS, SUBCONTRACTORS, SERVANTS OR EMPLOYEES. C. INTELLECTUAL PROPERTY INFRINGEMENT —(i) The Consultant warrants that all Deliverables, or any part thereof, furnished hereunder, including but not limited to: programs, documentation, software, analyses, applications, methods, ways, and processes (in this Section 8C each individually referred to as a"Deliverable" and collectively as the "Deliverables,") do not infringe upon or violate any patent, copyrights, trademarks, service marks, trade secrets, or any intellectual property rights or other third party proprietary rights, in the performance of services under this Agreement. (ii) Consultant shall be liable and responsible for any and all claims made against the City for infringement of any patent, copyright, trademark, service mark, trade secret, or other intellectual property rights by the use of or supplying of any Deliverable(s) in the course of performance or completion of, or in any way connected with providing the services, or the City's continued use of the Deliverable(s) hereunder. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 4 of 52 Rev. 12/2015 City Secretary Contract No. (iii) Consultant agrees to indemnify, defend, settle, or pay, at its own cost and expense, including the payment of attorney's fees, any claim or action against the City for infringement of any patent, copyright, trade mark, service marle, trade secret, or other inteliectual property right arising from City's use of the Deliverable(s), or any part thereof, in accordance with this Agreement, it being understood that this agreement to indemnify, settle or pay shall not apply if the City modifies or misuses the Deliverable(s). So long as Consultant bears the cost and expense of payment for claims or actions against the City pursuant to this section 8, Consultant shall have the right to conduct the defense of any such claim or action and all negotiations for its settlement or compromise and to settle or compromise any such claim; however, City shall have the right to fully participate in any and all such settlement, negotiations, or lawsuit as necessary to protect the City's interest, and City agrees to cooperate with Consultant in doing so. In the event City, for whatever reason, assumes the responsibility for payment of costs and expenses for any claim or action brought against the City for infringement arising under this Agreement, the City shall have the sole right to conduct the defense of any such claim or action and all negotiations for its settlement or compromise and to settle or compromise any such claim; however, Consultant shall fully participate and cooperate with the City in defense of such claim or action. City agrees to give Consultant timely written notice of any such claim or action, with copies of all papers City may receive relating thereto. Notwithstanding the foregoing, the City's assumption of payment of costs or egpenses shall not eliminate Consultant's duiy to indemnify the City under this Agreement. If the Deliverable(s), or any part thereof, is held to infringe and the use thereof is enjoined or restrained or, if as a result of a settlement or compromise, such use is materially adversely restricted, Consultant shall, at its own expense and as City's sole remedy, either: (a) procure for City the right to continue to use the Deliverable(s); or (b) modify the Deliverable(s) to make them/it non-infringing, provided that such modi�cation does not materially adversely affect City's authorized use of the Deliverable(s); or (c) replace the Deliverable(s) with equally suitable, compatible, and functionally equivalent non-infringing Deliverable(s) at no additional charge to City; or (d) if none of the foregoing alternatives is reasonably available to Consultant, terminate this Agreement, and refund all amounts paid to Consultant by the City, subsequent to which termination City may seek any and all remedies available to City under law. CONSULTANT'S OBLIGATIONS HEREIINDER SI�IALL BE SECiJRED BY THE REQUISITE INSURANCE COVERAGE AND AMOUNTS SET FORTH IN SECTION 10 OF THIS AGREEMENT. 9. Assignment and Subcontractin�. Consultant shall not assign or subcontract any of its duties, obligations or rights under this Agreement without the prior written consent of the City. If the City grants consent to an assignment, the assignee shall execute a written agreement with the City and the Consultant under which the assignee agees to be bound by the duties and obligations of Consultant under this Agreement. The Consultant and Assignee shall be jointly liable for all obligations under this Agreement prior to the assignment. If the City grants consent to a subcontract, the subcontractor shall execute a written agreement with the Consultant referencing this Ageement under which the subcontractor shall agee to be bound by the duties and obligations of the Consultant under this Agreement as such duties and obligations may apply. The Consultant shall provide the City with a fully executed copy of any such subcontract. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 5 of 52 Rev. 12/2015 City Secretary Contract No. 10. INSLTi2ANCE. 10.1 The Consultant shall carry the following insurance coverage with a company that is licensed to do business in Texas or otherwise approved by the City: 1. Commercial General Liabilitv a. Combined limit of not less than $2,000,000 per occurrence; $4million aggregate or b. Combined limit of not less than $1,000,000 per occurrence; $2,000,000 aggregate and Umbrella Covera�e in the amount of $4,000,000. Umbrella policy shall contain a follow-form provision and shall include coverage for personal and advertising injury. c. Defense costs shall be outside the limits of liability. 2. Automobile Liability Insurance covering any vehicle used in providing services under this Ageement, including owned, non-owned, or hired vehicles, with a combined limit of not less than $1,000,000 per occurrence. 3. Professional Liability (Errars & Omissions) in the amount of $1,000,000 per claim and $1,000,000 aggregate limit. 4. Statutory Workers' Compensation and Employers' Liability Insurance requirements per the amount required by statute. 5. Technology Liability (Errors & Omissions) a. Combined limit of not less than $2,000,000 per occurrence; $4million aggregate or b. Combined limit of not less than $1,000,000 per occurrence; $2,000,000 aggregate and Umbrella Covera�e in the amount of $4,000,000. Umbrella policy shall contain a follow-form provision and shall include coverage for personal and advertising injury. The umbrella policy shall cover amounts for any claims not covered by the primary Technology Liability policy. Defense costs shall be outside the limits of liability. (a) Coverage shall include, but not be limited to, the following: (i) Failure to prevent unauthorized access (ii) Unauthorized disclosure of information (iii) Implantation of malicious code or computer virus (iv) Fraud, Dishonest or Intentional Acts with final adjudication language (v) Intellectual Property Infringement coverage, specifically including coverage for intellectual property infringement claims and far indemnification and legal defense of any claims of intellectual property infringement, including infringement of patent, copyright, trade mark or trade secret, brought against the City for use of Deliverables, Software or Services provided by Consultant under this Ageement. Technology coverage may be provided through an endarsement to the Commercial General Liability (CGL) policy, a separate policy specific to Technology E&O, or an umbrella policy that picks up coverage after primary coverage is e�austed. Either is acceptable if coverage meets all other requirements. Technology coverage shall be written to indicate that legal costs and fees are considered outside of the policy limits and shall not erode limits of liability. Any deductible will be the sole responsibility of the Consultant and may not exceed $50,000 without the written approval of the City. Coverage shall be claims-made, with a retroactive or prior acts date that is on or before the effective date of this Ageement. Coverage shali be maintained for the duration of the contractual ageement and far two (2) years following completion of services provided. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 6 of 52 Rev. 12/2015 City Secretary Contract No. An annual certificate of insurance, ar a full copy of the policy if requested, shall be submitted to the City to evidence coverage. 6. Any other insurance as reasonably requested by City. 10.2 General Insurance Requirements: 1. All applicable policies shall name the City as an additional insured thereon, as its interests may appear. The term City shall include its employees, officers, officials, agents, and volunteers in respect to the contracted services. 2. The workers' compensation policy shall include a Waiver of Subrogation (Right of Recovery) in favor of the City of Fort Worth. 3. A minimum of Thirty (30) days' notice of cancellation or reduction in limits of coverage shall be provided to the City. Ten (10) days' notice shall be acceptable in the event of non-payment of premium. Notice shall be sent to the Risk Manager, City of Fort Worth, 1000 Throckmorton, Fort Worth, Texas 76102, with copies to the City Attorney at the same address. 4. The insurers for all policies must be licensed and/or approved to do business in the State of Texas. All insurers must ha�e a minimum rating of A- VII in the current A.M. Best Key Rating Guide, or have reasonably equivalent financial strength and solvency to the satisfaction of Risk Management. If the rating is below that required, written approval of Risk Management is required. 5. Any failure on the part of the City to request required insurance documentation shall not constitute a waiver of the insurance requirement. 6. Certificates of Insurance evidencing that the Consultant has obtained all required insurance sha11 be delivered to and approved by the City's Risk Management Division prior to execution of this Agreement. 11. Comnliance with Laws, Ordinances, Rules and Regulations. Consultant agees to comply with all applicable federal, state and local laws, ordinances, rules and regulations. If the City notifies Consultant of any violation of such laws, ardinances, rules ar regulations, Consultant shall immediately desist from and correct the violation. 12. Non-Discrimination Covenant. Consultant, for itself, its personal representatives, assigns, subcontractors and successars in interest, as part of the consideration herein, agrees that in the performance of Consultant's duties and obligations hereunder, it shall not discriminate in the treatment or employment of any individual or group of individuals on any basis prohibited by law. If any claim arises from an alleged violation of this non- discrimination covenant by Consultant, its personal representatives, assigns, subcontractors or successors in interest, Consultant agrees to assume such liability and to indemnify and defend the City and hold the City harmless from such claim. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 7 of 52 Rev. 12/2015 City Secretary Contract No. 13. Notices. Notices required pursuant to the provisions of this Agreement shall be conclusively determined to have been delivered when (1) hand-delivered to the other party, its agents, employees, servants ar representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3) received by the other party by United States Mail, registered, return receipt requested, addressed as follows: TO THE CITY: City of Fort Worth Attn: Susan Alanis, Assistant City Manager 1000 Throckmorton Fort Worth TX 76102 Facsimile: (817) 392-6134 TO CONSULTANT: Data Transfer Solutions, LLC Attn: A. M. `Trey' Fragala, III, AICP, PMP 3680 Avalon Park Blvd., Suite 200 Orlando, FL 32828 Facsimile: 407.3 82.5420 14. 15. INTENTIONALLY DELETED Governmental Powers. With Copy to the City Attorney at same address It is understood and agreed that by execution of this Agreement, the City does not waive ar surrender any of its governmental powers. 16. No Waiver. The failure of the City or Consultant to insist upon the performance of any term or provision of this Agreement ar to exercise any right granted herein shall not constitute a waiver of the City's or Consultant's respective right to insist upon appropriate performance or to assert any such right on any future occasion. 17. Governing Law and Venue. This Agreement shall be construed in accordance with the laws of the State of Texas. If any action, whether real or asserted, at law or in equity, is brought on the basis of this Agreement, venue far such action shall lie in state courts located in Tarrant County, Texas or the United States District Court for the Northern District of Texas, Fort Worth Division. 18. Severabilitv. If any provision of this Agreement is held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 8 of 52 Rev. 12/2015 City Secretary Contract No. 19. Force Maieure. The City and Consultant shall exercise their best efforts to meet their respective duties and obligations as set forth in this Agreement, but shall not be held liable for any delay or omission in performance due to force majeure or other causes beyond their reasonable control (force majeure), including, but not limited to, compliance with any government law, ordinance or regulation, acts of God, acts of the public enemy, fires, strikes, lockouts, natural disasters, wars, riots, material or labor restrictions by any governmental authority, transportation problems and/or any other similar causes. 20. Headin�s Not Controlling. Headings and titles used in this Agreement are for reference purposes only and shall not be deemed a part of this Agreement. 21. Review of Counsel. The parties acknowledge that each party and its counsel have reviewed this Agreement and that the normal rules of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this Agreement or e�ibits hereto. 22. Amendments. No amendment of this Ageement shall be binding upon a party hereto unless such amendment is set forth in a written instrument, and duly executed by an authorized representative of each party. 23. Entiretv of Agreement. This Ageement, including any e�ibits attached hereto and any documents incorporated herein by reference, contains the entire understanding and agreement between the City and Consultant, their assigns and successors in interest, as to the matters contained herein. Any prior or contemporaneous oral or written agreement is hereby declared null and void to the extent in conflict with any provision of this Ageement. 24. Counterparts. This Ageement may be executed in one or more counterparts and each counterpart shall, for all purposes, be deemed an original, but all such counterparts shall together constitute one and the same instrument. An executed Ageement, modiiication, amendment, or separate signature page shall constitute a duplicate if it is transmitted through electronic means, such as fax or e-mail, and reflects the signing of the document by any party. Duplicates are valid and binding even if an original paper document bearing each party's ariginal signature is not delivered. Z5. Warrantv of Services. Consultant warrants that its services will be of a professional quality and conform to generally prevailing industry standards. City must give written notice of any breach of this warranty within thirty (30) days from the date that the services are completed. In such event, at Consultant's option, Consultant shali either (a) use commercially reasonable efforts to re-perform the services in a manner that conforms with the warranty, or (b) refund the fees paid by the City to Consultant far the nonconforming services. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 9 of 52 Rev. 12/2015 City Secretary Contract No. 26. Milestone Acceptance. Consultant shall verify the quality of each deliverable before submitting it to the City far review and approval. The City will review all deliverables to determine their acceptability and signify acceptance by execution of the Milestone Acceptance Form, which is attached hereto as Eghibit "C." If the City rejects the submission, it will notify the Consultant in writing as soon as the determination is made listing the specific reasons for rejection. The Consultant shall have ten (10) days to correct any deficiencies and resubmit the corrected deliverable. Payment to the Consultant shall not be autharized unless the City accepts the deliverable in writing in the form attached. The City's acceptance will not be unreasonably withheld. 27. Network Access. 27.1 City Network Access. If Consultant, and/ar any of its employees, officers, agents, servants ar subcontractors (for purposes of this section "Consultant Personnel"), requires access to the City's computer network in order to provide the services herein, Consultant shall execute and comply with the Network Access Agreement which is attached hereto as Eghibit "D" and incorporated herein far all purposes. 27.2 Federal Law Enforcement Database Access. If Consultant, ar any Consultant Personnel, requires access to any federal law enforcement database or any federal criminal history record information system, including but not limited to Fingerprint Identification Records System ("FIRS"), Interstate Identification Index System ("III System"), National Crime Information Center ("NCIC") e� National Fingerprint File ("NFF"), or Texas Law Enforcement Telecommunications Systems ("TLETS"), that is governed by and/or defined in Titie 28, Code of Federal Regulations Part 20 ("CFR Part 20"), for the purpose of providing services for the administration of criminai j ustice as defined therein on behalf of the City or the Fort Worth Police Department, under this Agreement, Consultant shall comply with the Criminal Justice Information Services Security Policy and CFR Part 20, as amended, and shall separately execute the Federal Bureau of Investigation Criminal Justice Information Services Security Addendum. No changes, modifications, alterations, ar amendments shall be made to the Security Addendum. The document must be executed as is, and as approved by the Texas Department of Public Safety and the United States Attorney General. 28. Immigration Nationality Act. The City of Fort Worth actively supports the Immigration & Nationality Act (INA) which includes provisions addressing employment eligibility, employment verification, and nondiscrimination. Consultant shall verify the identity and employment eligibility of all employees who perform work under this Agreement. Consultant shall complete the Employment Eligibility Verification Form (I-9), maintain photocopies of all supporting employment eligibility and identity documentation for all employees, and upon request, provide City with copies of all I-9 forms and supporting eligibility documentation for each employee who performs work under this Agreement. Consultant shall establish appropriate procedures and controls so that no services will be performed by any employee who is not legally eligible to perform such services. Consultant shall provide City with a certification letter that it has complied with the verification requirements required by this Agreement. Consultant shall indemnify City from any penalties or liabilities due to violations of this provision. City shall have the right to immediately terminate this Agreement for violations ofthis provision by Consultant. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 10 of 52 Rev. 12/201 S City Secretary Contract No. 29. Informal Dispute Resolution. Except in the event of termination pursuant to Section 4.2, if either City or Consultant has a claim, dispute, ar other matter in question for breach of duty, obligations, services rendered or any warranty that arises under this Ageement, the parties shall first attempt to resolve the matter through this dispute resolution process. The disputing party shall notify the other party in writing as soon as practicable after discovering the claim, dispute, ar breach. The notice shall state the nature of the dispute and list the party's specific reasons for such dispute. Within ten (10) business days of receipt of the notice, both parties shall commence the resolution process and make a good faith effort, either through email, mail, phone conference, in person meetings, or other reasonable means to resolve any claim, dispute, breach or other matter in question that may arise out of, or in connection with this Ageement. If the parties fail to resolve the dispute within sixty (60) days of the date of receipt of the notice of the dispute, then the parties may submit the matter to non-binding mediation in Tarrant County, Texas, upon written consent of authorized representatives of both parties in accordance with the Industry Arbitration Rules of the American Arbitration Association or other applicable rules governing mediation then in effect. The mediator shall be ageed to by the parties. Each party shall be liable for its own expenses, including attorney's fees; however, the parties shall share equally in the costs of the mediation. If the parties cannot resolve the dispute through mediation, then either party shall have the right to exercise any and all remedies available under law regarding the dispute. Notwithstanding the fact that the parties may be attempting to resolve a dispute in accardance with this infarmal dispute resolution process, the parties agree to continue without delay all of their respective duties and obligations under this Agreement not affected by the dispute. Either party may, before or during the exercise of the informal dispute resolution process set forth herein, apply to a court having jurisdiction for a temporary restraining arder or preliminary injunction where such relief is necessary to protect its interests. 30. Renortin� Requirements. For purposes of this section, the words below shall have the following meaning: Child shall mean a person under the age of 18 years of age. Child pornogr-aphy means an image of a child engaging in sexual conduct or sexual performance as defined by Section 43.25 of the Texas Penal Code. Comparter means an electronic, magnetic, optical, electrochemical, ar other high-speed data processing device that performs logical, arithmetic, or memory functions by the manipulations of electronic or magnetic impulses and includes all input, output, processing, storage, or communication facilities that are connected or related to the device. Computer technician means an individual who, in the course and scope of employment or business, installs, repairs, or otherwise services a computer for a fee. This shall include installation of software, hardware, and maintenance services. If Consultant meets the definition of Computer Technician as defined herein, and while providing services pursuant to this Agreement, views an image on a computer that is or appears to be child pornography, Consultant shall immediately report the discovery of the image to the City and to a local or state law enforcement agency or the Cyber Tip Line at the National Center for Missing and Exploited Children. The report must include the name and address of the owner or person claiming a right to possession of the computer, if known, and as permitted by law. Failure by Consultant to make the report required herein may result in criminal and/or civil penalties. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page I 1 of 52 Rev. 12/2015 City Secretary Conh�act No. 31. Si�nature Authoritv. The person signing this agreement hereby warrants that he/she has the legal authority to execute this agreement on behalf of the respective party, and that such binding authority has been ganted by proper order, resolution, ordinance or other authorization of the entity. This Agreement, and any amendment(s) hereto, may be executed by any authorized representative of Consultant whose name, title and signature is affixed on the Verification of Signature Authority Form, which is attached hereto as Exhibit "E" and incorporate herein by reference. Each party is fully entitled to rely on these warranties and representations in entering into this Agreement oi• any amendment hereto. 32. Survival of Provisions. The parties' duties and obligations pursuant to Section 4.4 (Duties and Obligations), 5 (Disclosure of Conflicts and Confidential Information), Section 6(Right to Audit), and Section 8 (Liability and Indemnification) shall survive termination of this Agreement. Executed in multiples this the � day of , 20�. AGREED: CITY OF FORT WORTH: LLC• -_ _ By•''\,���--�--1. ' Su�an Al� 's �_y; Assistant City Manager 1 � ��io���� I�C� . '•;� -� . --ti � � � y��•�•^��' � Date: � A 1 By.\� �� Mary J. Kayser City Secretary APPROVED AS TO FORM AND LEGALITY: By; � ° �' � . - :� �i � Chris a Reyriolds � � Senior Assistant City Attorney CONTRACT AUTHORIZATION: M&C: P-11985 Date Approved: 12/13/2016 Form 1295 Certification No.: 2016-142087 AGREED: DATA TRANSFER SOLUTIONS, By: ! A. M. `Tre ' Fragala, , ICP, PMP Chief Operating Officer Date: 2. 2-D . l ATTEST: � <!'^� By. Cynthia ovoa Chief Financial Officer Data Transfer Solutions, LLC ���'C'A` Professional Services Agreement - Technology RECORD Page 12 of 52 CI'PY SECRETARy F'1'. WORTH, TX Rev.l2/2015 City Secretary Contract No. Contract Compliance Manager By signing I acknowledge that I am the person responsible far the monitoring and adminish�ation of this contract, including ensuring all performance and reporting requirements. ..J S Assistant Director, IT Solutions Department Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 13 of 52 Rev. 12/2015 City Secretary Contract No. EXHIBIT A STATEMENT OF WORK Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 14 of S2 Rev. 12/2015 City Secretary Contract No. City of Fort Worth, Texas VUEWorks� Scope of Work Prepared for: City of Fort UVorth, Texas 1000 Throckmorton St. Fart bVarth, TX 76102 Prepared by: Data Transfer Solutions, LLC 3680Avalon Park East Blvd., Suite 200 Orlando, FL 32828 www,dts�is.com Revision Date:2/14/2017 � �� 1V11i{��:(�5 C}�� .,;� ` �t'�C�� ��J� Data Transfer Solutions, LLC Professional Services Agreeme�t - Technology Page 15 of 52 Rev. 12/2015 City Secretaty Contract No. Table of Contents VUEWorksSoftware Overview .................................................................................................................3 SystemTechnical Specifications ...............................................................................................................6 Proposed Scope of Services for the City of Fort Worth, TX .....................................................................9 Software & Professional ServiceTasks :.................................................................................................16 Pricing..................................................................................................................................................... 30 Terms & Conditions ................................................................................................................................32 MobileField UnitConsiderations ...........................................................................................................33 � VUEWorks NOTICE �O Copyright 2016 by - I � _. �', All rights reserved. No part of this publitation may he reproduced, stored in a retrieval system or transmitted in any form or by any means electronic, mechanical or o[herwise, without the prior permission of Oata Transfer Salutions, LLC or VUEWorks, LLC. The materials contained herein contain commercial and technical information, which are the property of Data Transfer Solutions, LLC or VUEWorks, LLC, and users of this document shall protea the right of inrellectual property and ideas presented herein. VUEWorks° is a registered trademark of VUEWorks, LLC. Esri° and ArcGISs are registered trademarks of Environmental Systems Research Institute, Inc. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 16 of 52 Rev. 12/2015 City Secretaiy Contract No. city of Fon worih, TX VUEWorks Software Overview VUEWorks Scope of Work VUEWorks is a commercial off-the-shelf (COTS) software solution. VUEWorks was initially developed in 1999 as a web-6ased solution forthe development of asset management plans based on performance- based asset management philosophies. Performance-based asset management is a holistic approach to operational and life-cycle asset management of networks. It is extremely critical to employ a holistic approach to managing aging infrastructure as populations and asset inventory counts continue to grow while 6udgets and staff continue to shrink or stagnate. Over the years VUEWorks has evolved into an asset management platform with a continued strong grounding in performance-based asset management. Performance-6ased asset management breaks the asset management life-cycle down into five primary categories: • Core assets • Workmanagement • Resource management • Risk-based asset management • Plan management Each of these categories are equally important in assessing, evaluating, planning and rnaintaining alignment between organizational goals and the efficient, cost-effective utilization of limited resources. This is critical to effectively maintain an organization's infrastructure and assets in a sustainable state of good repair. Following is a deeper dive into the five primary categories. Core Assets is the GIS-centric listing of all the individuai infrastructure assets that make up an asset, system or network that requires periodic reactive or routine maintenance to keep it in a state of good repair. Core Assets consists of a real-time integration with Esri's ArcGIS Server REST end-point services to allow your registry of assets mapped in GIS to be used as your asset inventory against which Service Requests and Work Orders, Resources, Risk-based Asset Management and Budget Forecasting can be applied. For non-spatial assets and information that also requires management, VUEWorks offers a Facilities application that can be tailored to manage information related to assets such as assets within a 6uildingorfleet. Work Management is the timely coordination and efficient execution of activities that are in alignment with organizational goals for maintaining infrastructure in a state of good repair. Wor1c management consists of Service Requests and Work Orders. Service Requests encompass requests made upon an organization for information or for action, typically in way of a defined work activity. Requests can 6e fnternal or external. They can come from departments internal to the organization or from citizens and stakeholders external to the organization. Work Orders encompass reactive, proactive, capital and preventative maintenance work orders to organize and execute work. Work Management is integrated with or may be used separately from Resource Management. Resource Management allows you to efficiently manage work activities 6y managing the limited resources required to execute those adivities. These resources include detailed information about labor, equipment and material inventory as well as contraded labor, equipment and/or inventory provided by vendors. Log resources against a Work Order for tracking and Activity Based Costing. Track stock materials, quantities on hand, locations and trigger re-ordering. �dts ,,:� ,... ,,:�:�4.�=•.., ��,. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 17 of 52 Rev. 12/2015 City of Fort Worth, 7X City Secretary Contract No. VUEWorks Scope of Work Risk-Based Asset Management is the process of maintaining infrastructure in a sustainable state of good repair based on how a particular asset performs or deteriorates over time. Risk-based asset management includes the routine inspection and condition assessment of assets within an infrastructure network in order to compare a single asset's performance against the general performance of all like assets. In risk-based asset management, each asset is also assessed for risk related to the likelihood and consequence of failure of that specific asset. These risk factors are used in prioritization when creating work plans and budgets. Other considerations in risk-based asset managernent are the valuation of an asset and "cost of ownership" through an asset's life-cycle, as well as replacement costs. Plan Management brings together budgets and plans for annual programs, capital improvement plans and master plans. This allows organizations to analyze the impacts of annual programs to determine what the next set of projects and budgets should be to align master plans and organizational goals. An important step within Plan Management is the analysis of different routines, capital and long-term programs and plans using "what-if" scenarios. Organizations can create, for instance, capital improvement plans that model out both "budget" and "impact on asset condition" and include additional useful life of the asset based on plan scenarios. The capa6ility to run multipie plan scenarios to get the right mix of "budget" and "impact" to maintain infrastructure networks in a state of good repair is a critica) function of a performance-based asset management system. Pian �.1 ana gement Work htanagement Ct�en P,equest Reportina- Portai gPrvke D�hhaard. Requ�ts COREASSETS ArcGIS Server Services q Project Faalities !� Fleet IJon-spatial Assets �, \; Basemaps �. ;: Va�uatim Riy�. . Imertor�� . . Cai�9wn � Risic based � Asset ` 6�.anagement �dts ,.,;,�:�.�_�_�� �,�,,«;�;�;.�; lYork Ordars Resource Pdanagement Equpment Data Transfer Solutions, LLC Professional Services Agreement - Technology Page ] 8 of 52 Rev. 12/2015 City Secretary Contract No. City of Fort Worth, lJl VUEWorks Scope of Work ABOVE VUEWorks° applications and hovi they �elote to the five primary oreos of peifo�man[e-bosed osset manogement. Below is a textual representation of how the VUEWorks modules relate to the four primary areas of performance-based asset management. • Core Assets o EsriArcGlSServerServices o Core o Facilities • WorkManagement o Citizen Request Portal o Service Request o Work Order • Resource Management o Personnel sub-module of Resource Manager o Equipment su6-module of Resource Manager o Inventories sub-module of Resource Manager • Risk-Based Asset Management o Condition o Risk o Valuation • Plan Management o Projects o Budget Forecasting o Reporting & Dashboards VUEWorks applications can integrate with infrastructure inventories for non-spatial assets like fleet or assets within a facility as we�l as spatial assets contained in a geographic information system (GIS}. VUEWorks is built upon and integrated with the Esri ArcG15 platform. MobileVUE One of the greatest challenges to maintaining a system like VUEWorks is the ability to efficiently colled field data in a consistent and standardized manner and get it into the enterprise database without havingto hire additional office personnel. MobileW E is designed to resolve that challenge by extending the Work Order and Condition modules in VUEWorks into the Google Android and Apple iOS operating system environments, allowing MobileW E to operate on any Android or i05 tablet orsmartphone in the field. Mo6ileW E can operate in a connected or disconnected mode in the field. Field crews may receive new assigned work orders on their tablet or smartphone in the field. Each user sees only the work orders and asset inspections they are assigned. With a cellular connected device Mo6ileVUE will show the user their current location and the distance to each assigned work order. Users can initiate driving directions to their next work order from MobileVUE. MobileW E work orders and condition inspection forms can be tailored for each specific activity or type of inspection, just like in VUEWorks, providing maximum efficiencies in data entry while in the field. �dts ��,aueeso='_ _\,�'�!(�i-�,,}:: Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 19 of 52 Rev. 12/2015 City Secretary Conh�act No. City of Fort Worth, TX System Technical Specifications VUfWorks Scope of Work System Requirements VUEWorks is a multi-user web application designed to run in Google Chrome, Mozilla Firefox or Microsoft Internet Expiorer on Microsoft Windows equipped computers connected to a Local Area Network, Wide Area Network or the Internet. MobileVUE is designed to run on iOS and Android OS tablets and smartphones. Mo611e Field � Devlccs �� �_ �'�� -- - - - `� _�_� AN / 4VAN 7� Geodaiabase Server � • ntss�s��r �� • EsrVMsoE • AerlalphIXOZnphY - ;t 1���y i( • UOLNASQCLa'rtrs � ,. ���`brLd�'i'��A��.+ � • Baemaplayrs 0 � p O • �Me�GISEata - � � Puhllc � % p�er Requeit � Agentle, Par�l % Web Appliatlon Server . wnaQHsmc.meco-aam.uonseryea�es(usl • ESrIArtGISServ?rNET • WEVlmki • WEWorkstlxumenclid-anes • n3tzbaselinkz Document Manag2mEn[ Systcm ca o File dreRory 3`° Party �atabasez Lcgary lYah Managxment SyztHn Flnandal Syrtcm SCADA System ant User Camputer The following are the minimum recommended requirements for a WEWorks userwork station: • Intel Atom 1.6 Ghz orfaster processor Windows based device • 1 GB RAM • 40 GB hard drive with 5 GB free space • Wired 100baseT network connection, and/or Wireless a/b/g/n, and/or cellular carrier access card (see network section) • 16 million color 1024 x 768 resolution Graphics card • 1024 x 768 resolution highly recommended but can function with 1024 x 600 • Keyboard and mouse • Windows 7 opereting system or higher . Microsoft Intemet Expiorer Version 7 or higher - VUEWorks works best with IE7 or higher + Goo�le Chrome ar Fir�fox Web 6�owser �dts ::._�:«��: �,-, , _ �r,�n��i,�; Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 20 of 52 Rev. 12/2015 Cify of Fort Worth, TX City Secretary Contract No. VUEWorks Scope of Work • Virus protection software • Document viewing software. {Example: Adobe for PDF; Windows Photo Vewer for images} Server VUEWorks works closely with Esri ArcG15 Server .NET framework on the same Windows server hardware. Our most important requirement is to follow Esri's recommendations for hardware requirements. Requirements • Standard or Enterprise versions of Windows Server 2003 or Windows Server 2008 original or R2, 32 or 64 bit. • Esri ArcGIS Server Enterprise (version 10 with latest service pack} Standard or Advanced edition • Any version of MS SQL Server MS SQL Server 2008 R2, 2012 or 2014 (installed on a separate server is better) Ha�d ware Use the same hardware recommended for your GIS environment by Esri: See http://resources.arc�is.com/content/arc�isserver/10.0/arc�is-server-server-requirements. The most resource intensive operetions implemented by VUEWorks occur on the server that hosts SQL Server. At a minimum this server should have S GB of RAM and a dual core processor running at 2.4 GHz. Simply put, VUEWorks and ArcG15 Server will perform faster with fast multi-core CPUs, more memory and with no other applications competfng for the same resources on the SQL Server machine. Consult Microsoft for licensing requirements and which edition to use: htto://www.m icrosoft.com/sqlserver/en/us/editions.aspx. Server requirements can vary widely depending on the number of users, other applications that share the same resources, and the performance that your users expect. Contact VUEWorks directly to discuss how VUEWorks will perform best in your environment. Back-up • A tape or removable hard drive backup system with capacity to back up the entire server • Backup software capable of backing up MS SC1L Server database without taking it offline The VUEWorks databases are standard SC1L Server databases that are easily accommodated by existing 6ackup policies at most organizations. Typical back policies include a daily incremental or differential with weekly or monthly full. Organizations are responsible for developing their own backup policies. VUEWorks does not aid in developing backup policies through ourstandard support policy. Virtual Servers VUEWorks will run on VMWare and Microsoft Hyper-V. Other virtualization environments are untested and therefore not supported at this time. See Esri white papers on the subject: • http://www.Esri.com/li6rary/whitepapers/pdfs/arc�is-server-virtualization.pdf • http://blo�s.Esri.com/Dev/blo�s/arcQisserver/archive/2011/02/17/ArcGIS-Server- virtualization 3A00 -Dos-and-Don 2700 ts.aspx • http://www.vmware.com/files/pdf/techpaper/Esri-ArcGIS-Server-l0-for-VMware- Infrastructure.pdf �dts ;.�_ ,,��.��_�_ � -�,,,,�,� Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 21 of 52 Rev. 12/2015 Ciiy of Fort Worth, 7X City Secretary Contract No. VUEWorks Scope of Work Proposed Scope of Services for the City of Fort Worth, TX The following proposed Scope of Services is a combination of remote and onsite consultation, configuration and training services designed to meet the needs and recommendations for each of the areas of focus discussed in the Findings section. The scope is designed to provide enough services to augment the limited staff resources of the City to properly configure VUEWorks and train City staff to ensure successful use of VUEWorks in meeting the Department of Public Works' operational needs and goa Is. To set the stage for the following tasks and activities, the following definitions apply: In-Scope Items 1. Project Consultation and Implementation activities, including on-site and remote meetings as defined in the project schedule. 2. Software Installation and Configuration activitiesforthe listed departments, Gates and Phases. 3. Custom Software programming as defined in the Integrations sections of the scope of work. 4. Treining Adivities including on-site and remote meetings as defined in the project schedule. 5. VUEWorks will provide a Development, Test and Production license of VUEWorks forthe City. The City will maintain these instances on their internal server and will be responsible for the promotion of any configuration between environments. VUEWorks will provide automated scripted updates related to software releases and builds as part of normal maintenance and support. 6. Data Migration from legacy systems into VUEWorks as described 6elow. Out-of-Scope Items 1. Data Cleansing, Normalization, Manipulation, Editing, unless agreed upon by VUEWorks Project Manager. 2. GIS data server configuration or network configuration on the City's IT infrastructure. 3. Database administration of any kind related to the City's IT Infrastructure. This includes the creation of data6ase views for data integration activities from any data source (GIS, Peoplesoft, or Active Directory). The Scope of Services will be used to implement VUEWorks in a phased approach. Each phase will follow a similar process and workflow. Each area of focus will include a mix of one or more of the following service categories: • Project Management • Configuration • Consultation • Training • Documentation • Onsite Support Services Each service category, except for Onsite Support Services, can he conducted remotely or onsite. To 6alance cost against adequate service hours, DTS recommends most services be conducted rernotely with onsite face-to-face meetings and services periodically occurring throughout the life of the implementation project. �dts �.;.ar:�:c=`. . --�.i;��rr-);-('. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 22 of 52 Rev. 12/2015 crty of Fort worih, 7)! City Secretaiy Contract No. VUfWorks Scope of Work Each phase of the implementation for each area of focus will follow a similar agile approach to implementation. Each phase will consist of the following tasks: 1. PraJect Inid�tlon 2. Project Planning 3. Project Execution 4. Project Monitoring and Controlling 5. Project Closing The recommended phasing of the irnplementation for the areas of focus are as follows: • Phase 1: Transportation and Public Works Streets • Phase 2: Transportation and Public Works Treffic • Phase 3: Property Management Facilities • Phase4:ParkandRecreation The implementation services will focus on the implementation of the following VUEWorks application modules: Request Portal, Service Request, Work Order, Resource Manager (Personnel, Equipment, and Inventory), Condition and Mo6ileVUE. The first phases of implementation will also include the implementation ofthe Risk, Valuation, Projects and Budget Forecasting modules where applicable. Services include data loading into VUEWorks from the City's ArcGIS Server via consuming of Map Services and may also include the one-directional linking of data between a 3`d party systern and VUEWorks using the UUEWorks Data Link technology. 1. Project Initiation Each project phase begins with an initiation phase where the project goals and objectives are laid out to the project team, team members and support personnel who will be involved in the process. The VUEWorks implementation tasks, goals, schedule and timeline will be shared with the project tearn. All team members will be made aware of when their support will be needed throughout the process, so they can plan fortheir involvement ahead of major and minor deadlines. This transparency is crucial to the success of the project and to mitigate any risks related to the inevitable change experienced by these team mem6ers. 2. Project Planning The VUEWorks standard process for implementation, starts with the assigning of a Project Manager who will 6e entrusted with the day-to-day coordination and responsibility for the project implementation. It is the Project Manager's responsibility to see that the detailed project tasks are completed and that efforts of the other project team members are coordinated to provide for the efficient and timely completion of the project. This person may also be directly involved with performing the project tasks. The Project Manager is responsible for assembling and managing the VUEWorks Project Team, which consists of the project manager,junior and senior level consultants and technicians and a supportingteam of qualified individuals with a wide variety of business, engineering and technical expertise. �dts ,::�:«,�._� ,,•,,r�r�i,< Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 23 of 52 Rev. 12/2015 City of Fort Worth, TX City Secretazy Conh�act No. VUEWorks Scope of Work Upon the assemblage of a Project Team, an initial Project Plan will be provided to the client by the VUEWorks Project Manager; this will be the cornerstone for the project. The Project Plan will lay out the project timeline and will be used as the basis for the agenda for frequent project status meetings coordinated by VUEWorks and as the guide status reports to the client's Project Manager. The Project Plan also includes formal communication paths between and within the clienYs organization and VUEWorks with issue res�lution procedures defined. 3. Project Execution After the establishment of the official Project Team and an initial project kick-off meeting and project plan review, VUEWorks will schedule and conduct Needs Assessment interviews to better understand where the client is related to its system needs and where it would like to be. An Implementation Plan can be defined that includes a detailed scope of the systems required functionality. The Project Implernentation Plan will lay out a task-level plan for project completion in a rnanageable level of detail and will become, when finalized, the cornerstone of the project management effort. The document, when completed with dates and responsibility assignments, provides a means of tracking progress relative to the plan and identifying deviations in a timely manner. VUEWorks will be responsible for the research, development, maintenance and presentation of the plan through each phase of implementation. Develop a Project Charter that identifies: a. Project purpose, background and justification; 0 06jectives of the system once implemented; o Project deliverables; and o Organizational roles & responsibility assignment. Conduct a Needs Assessment of the departments and/or divisions that will implement, support or use the new systern. A Needs Assessment evaluates where an organization is today and where they need to goto meet the ohjectives and deliverahles. Needs Assessment interviews include, but are not limited to: o Review citizen request tracking needs. o Review current work activity process and procedure and align them with the requirements of the new system, identifying and document any issues or changes that need to be addressed. o Review inventory and maintenance requirements for required infrastructure and align them with the requirements of the new system, identifying and documenting any issues or changes that need to be addressed. o Review and document GIS interfacing requirements. o Review and document field data input process and requirements. o Review and document required data fields to be captured and tracked in the database as part of the intelligence required from the system. o Review current data sources that can be capitalized on as start-up data in the new system. Identify and document any data source requiring data normalization or standardization. o Review and recommend desktop, database or report tailoring or modifications. o Review current hardware and software network structure. o Review and document any integretion or custom functional requirements of the system. • During the development of the Implementation Plan, the Project Manager will ensure it addresses timelines, tasks and responsibilities related to: �dts .:�: -, � � �; �:�_. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 24 of 52 Rev. 12/2015 City of Fort Worti, TJ( City Secretaty Contract No. VUEWorks Scope of Work Upon the assemblage of a Project Team, an initial Project Plan will 6e provided to the client by the VUEWorks Project Manager; this will be the cornerstone for the project. The Project Plan will lay out the project timeline and will be used as the basis for the agenda for frequent project status meetings coordinated by VUEWorks and as the guide status reports to the client's Project Manager. The Project Plan also includes formal cornmunication paths between and within the client's organization and WEWorks with issue resalution pracedures defined. 3. Project Execution Afterthe establishment ofthe official Project Team and an initial project kick-off ineeting and project plan review, VUEWorks will schedule and conduct Needs Assessment interviews to better understand where the client is related to its system needs and where it would like to be. An Implementation Plan can be defined that includes a detailed scope of the systems required functionality. The Project Implernentation Plan will lay out a task-level plan for project completion in a manageable level of detail and will become, when finalized, the cornerstone of the project management effort. The document, when completed with dates and responsibility assignments, provides a means of tracking progress relative to the plan and identifying deviations in a timely manner. VUEWorks will 6e responsible for the research, development, maintenance and presentation of the plan through each phase of implementation. Develop a Projed Charterthat identifies: a. Project purpose, background and justification; o Objectives of the system once implemented; o Project deliverables; and o Organizational roles & responsibility assignment. Conduct a Needs Assessment of the departments and/or divisions that will implement, support or use the new system. A Needs Assessment evaluates where an organization is today and where they need to go to meet the o6jectives and delivera6les. Needs Assessment interviews include, but are not limited to: o Review citizen request tracking needs. o Review current work activity pr«ess and procedure and align them with the requirements of the new system, identifying and document any issues or changes that need to be addressed. o Review inventory and maintenance requirements for required infrastructure and align them with the requirements of the new system, identifying and documenting any issues or changes that need to be addressed. o Review and document GIS interfacing requirements. o Review and document field data input process and requirements. o Review and document required data fields to be captured and tracked in the database as part of the intelligence required frorn the system. o Review current data sources that can be capitalized on as start-up data in the new systern. Identify and document any data source requiring data normalization or standardization. o Review and recommend desktop, data6ase or report tailoring or modifications. o Review current hardware and software network strudure. o Review and document any integretion or custom functional requirements of the system. • During the development of the Implementation Plan, the Project Managerwill ensure it addresses timelines, tasks and responsibi�ities related to: �dts ;�: , _�.:<<���:� Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 25 of 52 Rev. 12/2015 City of Fort Worth, TX City Secretary Conh�act No. V UEWo rks Scop e o f Wo rk o Roles & Responsibilities - Project Manager, Database Administrator, System Administrator, Users and others that will participate in the implementation or usage of the system. o Installation & Configuration of the hardware, database and software. o Security set-up based on defined user roles and responsibilities. o Creation and documentation of Start-up Data. This includes Development of Process & Procedures related to Systern Configuration and/or Integrations to be performed before bringing start-up data into the new system database. These may include: o Perform Data Conversion/Migration. o Perform any Integration that is required with other non-VUEWorks systems. o Test Database Installation with any converted or migrated data. o Application Testing, Data Verification & System Acceptance. Install any integration components or data converted into the database. Test and verify everything is as it should be. Review process and procedure and fine tune where applicable. o Start-up Data Entry for pick-list libraries, application records or any other data required by the system for record creation and data tracking that is not part of a data conversion or migration. o Education & Training of Database Administrators, System Administrators and End Users. o Productive Database Installation for productive go-live usage after system and converted data has been tested and validated. o Go-Live Produdive Usage of the new system as part of your standard daily Process & Procedures. o Productive Use System Check-up - A VUEWorks Technician will visit your site to evaluate how you are using the system and will make recomrnendations in Process & Procedure or in software/hardware configuration to maximize the use and performance of the system. o Maintenance & Technical Support Contrad - It is always 6eneficial to have a maintenance agreement fortechnical support issues. o Data Collection & Management of data. 4. Project Monitoring and Controlling ContraccorGeneral Responsibilities • Prepare monthly written progress reports and provide such reports to the City's Project Manager. The progress reports must be at an interval and in a format approved 6y the City.The report should include accomplishments, critical issues, personnel utilized, and items planned for the next reporting period. Upon request by the City's Project Manager, the Contractor shall report more frequently. • Prepare at a minimum, a Level III Microsoft� Project Plan, utilizing Microsoft� Project Professional 2003. This schedule will be utilized to track activities, resources, deliverables, key milestones, overall progress and variances to the schedule. The schedule shall be updated with the progress report. The Contractor will provide the schedule in electronic format to the City's Project Manager upon request. • The Contractor's Project Manager shall meet formally with the Cit�/s Project Management Team on a monthly basis {or more frequently at the City's option) to review the project's progress. • Prior to the commencernent of activities for each phase, the Contractor is required to submit a detailed plan for the phase to the City for approval.The plan must include a schedule, resource assignments, and City staff involvement. The Contractor must obtain City approval of each phase plan 6efore commencing work on the phase.The detailed schedule will be evaluated and established at the beginning of each new phase. �dts , •;:�:f . %; �, i;.- Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 26 of 52 Rev. 12/2015 City of Fort Worih, TX City Secretary Contract No. VUFWorks Scope of Work • The Contractor shall prepare a table of contents and sample page layouts of all deliverables, utilizing all delivera6le standards and templates, at the beginning of each phase. Sample documents will be made available upon request to the contractor. The City reserves the right to require changes to structure and layouts. • After each phase, the Contractor must obtain the City's written approval on all deliverables 6efore the phase will be considered completed by the City. • The Contractor will perform quality control on all deliverables before submission for City review and maintain records of those activities. • Assume primary responsibility forthe systems integrator role. Citv General Responsibilities • Provide overall project direction and management. • Review and approve all deliverebles. • Ensure that technical assistance and support are provided in database and didionary requirements related to systems to be integrated, and software requirements of any existing (package) or developed system recommendations. • Establish project organization by meeting with the Contractor project management to finalize and document areas of responsibility, personnel reporting relationships, and administrative procedures. • Establish evaluation and system acceptance mechanisms by setting up procedures for day-to-day control of the project as defined by the combined (City and Contractor) project management team. Finalize all project specific documentation standards and requirements forthe documentation that will be produced during the project. These standards will ensure consistency of approach and sufficiency of content. • Provide physical space forthe documentation repository. • Coordinate with other City resources as needed to support the development and implementation process. i.e. trainers for Train the Trainer, identify SME's and administration support personnel. • Obtain appropriate City approvals and commitments. • Provide information and answer questions at Contractors request. • Provide office space, workstations, and office supplies. If necessary to facilitate onsite services. • Identify Enterpfise Application Ownerfar the deployed soiution DTS will monitor and control this project through frequent meetings {depending on the phase of the project} and project reports. Project monitoring is managed usingtwo main aspects—Quality Control and Risk Management. quality Controi quality Controi is the process of monitoring and recording results of executions to assess the performance of the project team, the quality of the deliverebles and the recommend and implement any necessary changes. DTS follows the PMI standard for Quality Control processes and in fact, our processes are overseen by PMI-certified Project Management Professionals (PMPs). Our process involves routine audits of the deliverables to ensure they comply with quality requirements. In a broad context, our process inc�udes the collection of quality metrics throughout the execution of the project. These metrics include work performance measurements such as: • Plannedvs.actualperformance • Planned vs. actual schedule perforrriance . Plannedvs.actualcostperFormance. �dts ;,�,-_, . = '�����_ Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 27 of 52 Rev.12/2015 City of Fort Worth, TX Risk Management Plan City Secretary Contract No. VUEWorks Scope of Work A formal risk management plan format will be submitted to the City for approval within twenty (20) business days after the effective date of the contract. DTS will submit a risk management plan for the initial planning phase of the project. DTS understands that once both parties have agreed to the format of the plan, it will become the standard to follow for the duration of the contrect. This plan will be updated bi-weekly, unless another timeframe is agreed upon. The purpose of the risk management plan is to specify the processes used to identify and manage risk. The risk management plan addresses both internal and external project risks associated with the projed, and is drafted prior to completion of the project planning phase. Both the risk management plan and the risk log will be regularly reviewed throughout the project to monitor existing risks and to identify new ones. The projed manager is responsible forfacilitating sessions with project stakehoiders to identify risks. A risk owner is assigned to each risk, with responsibility for developing, documenting and executing risk action plans. The project rnanager is responsible for monitoring the status of all project risks and escalating as appropriate. DTS can provide the tools to track risks and will work with the City to ailow for input into the prioritization of risks. DTS understands it is responsible for identification of risks for each phase of the project and that mitigating and/or eliminating assigned risks will be the responsibility of the DTS team. Furthermore, DTS understands that the Citywill assumethe same responsibility for risks assigned to the Department. Project risks can be identified by using one or more of the followingtechniques: echnique escription nterviews nterviewrelevantprojectstakeholderstoidentifytheirconcerns,whichmay rovide insight into real project risks. isk brainstorming onduct risk brainstormingworkshopswith relevant project stakeholdersto orkshops dentify risks, including key risk influencers, risk levels and possible impacts. WOT analysis onduct a strengths, weaknesses, opportunities and threats (SWOT) analysis to ain a holisticview of the project with respect to risk. hreats are project risks pportunities represent lost potential benefits if not pursued eaknesses, if not properly mitigated, can negatively impact a project trengths should be leveraged to help the project mitigate the identified project hreats rocess reviews dentify process-related risks 6y reviewingthe various project management rocesses, tools and techniques described in the Quality Management Plan. revious project dentify risks from previous projects of similarsize and complexity, using eviews vailable project data and lessons learned. 5. Project Closing �dts ..,� , - - - :�:��_�;;;_< Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 28 of 52 Rev. 12/2015 City of Fort Worth, TX City Secretary Contract No. VUfWorks Scope of Work Upon the completion of all project work, as defined by the project schedule and list of deliverables, DTS will notify the Project Manager and Project Sponsor in writing and submit the final invoice in accordance with the invoicing schedule. The City's Project Manager and Project Sponsor will review, approve and formally accept or reject the components of the project work in accordance with the review time outlined in the project schedule. Formal acceptance of the project work constftutes complete irnplementation of the projed and the commencement of the Warranty Period. �dts r�nKE���=._.. �;�l.i��i.� Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 29 of 52 Rev. 12/2015 City Secretary Conh�act No. City of Fort Worth, TX Software & Professional Service Tasks: VUEWorks Scope of Work DTS is pleased to present the following proposal for software and professional services to satisfy the recommendations of this document in meeting the needs and goals of the City of Fort Worth. DTS believes this proposal is prudent and equitable in providing the City an enterprise-wide Performance- based Asset Management System. Professional Services Each phase of the imp�ementation for each area of focus (asset or process) will follow a similar agile approach to irnplementation. Each phase will consist of the following tasks: • Asset Needs Assessment • System, Module & Form Configurations • Data Connection (Gis) or Loading {Facilities) • Data Conversion/Data Link (Third-Party, one-way connection) • Asset Power-userTraining • System Testing • ConfigurationAdjustments • End-userTraining • F�sset Go-llve Gate 1— Project Plan, Current State, Gap Analysis and Future State Documentatian During the project kick-off, the project p�an will be discussed and refined based on the availability of City staff to support the Business Process Analysis portion of the project. A schedule for these meetings will be deterrnined as well as the required resources and then these meetings will commence immediately after the kick-off sessions. The Current State analysis will focus on how operations are conducted today. These interviews will consist of working sessions where the prectitioners of Asset Management will meet with the VUEWorks project team. The interviews will focus on determining the data (GIS, Tabular, Hard-copy, electronic, etc) that is available currently to support this project. The VUEWorks team will document the results of these discussions to determine the best path for moving forward into the Gap Analysis portion of the project. During Gap analysis, the results from the Current State processes will be reviewed to determine what the quality of the data is (Good, Fair, Poor) and if that data can be utilized as part of the Asset Management project, This phase of the projed will also determine what needs to happen in terms of data and processes to make sure that the information that is going to 6e loaded, integrated or linked to VUEWorks meets the quality guidelines of the City. Finally, the Future State analysis will commence with a thorough documentation of the "To-Be' business processes. These processes will contain a high-level discussion related to how operations and information should flow between the daily Asset Management functions and the VUEWorks software. This will include a discussion and presentation to staff on how things will be implemented from a �dts ��, MAKERS 0= �'. . . � V /t/:�1 � -' ; � Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 30 of 52 Rev. 12/2015 City of Fort Wortb, TX City Secreta�y Conri�act No. VUEWo�ks Scape af Work Change Management perspective. Our goal is to minimize change and only change processes when required bythe Future State deliverables. After this Gate, VUEWorks will provide the following delivera6les: 1, Meeting attendance (on-site and remote) as determined as part of the project kick-off. 2. Current State Documentation in Visio format for each of the four phases (Departments). 3. Gap Analysis document describing the quality of the data and processes and what will need to be revised to workwRhin the VUEWorks software architecture. 4. Future State Documentation in Visio format that illustrates the updated workfiows and procedures as perthese meetings. Gate 2— Enterpris� S�#tware Piarchas� Each project begins with the instailation of the VUEWorks software in the target environment (On- premise or VUEWorks-hosted). Installation sets up the framework from which all of the other tasks wil� 6e built upon. The VUEWorks software is a commercial-off-the-shelf (COTS) product that can be installed as an Asset Management platform. Once installed, this platform serves as the Asset Management foundation, from which all configuration activities occur. It is critical that the software is installed in this initial Gate, so that all future Gates can be configured as the project moves forward. After this Gate, VUEWorks will provide the following deliverables: 1. Developmerrt, Test and Production Environments Installed on-premise at the City of Fort worth. 2. Installation Documentation related to the VUEWorks software. Gate 3- Interfaces and lntegration — Deli�ered during each phase VUEWorks' application database is SqL Server-based and will integrate with any ODBC-compliant database or set of databases (SQL, Oracle, Access, Excel), coded in C#. The Data Linking functionality that is native to the system was designed for integration 6etween the Core application and any third- party system to ensure that other IT investments can be leveraged. The VUEWorks application also runs wlthfn a virtualixed �rv�r environment. DTS has extensive experience in the migration of data from the multiple systerns into the VUEWorks solution. Migration tasks that could be used for this project (based on what data and integration APIs, available documentation and need as determined collaboratively} include: • Investigate exiting asset systems operational features and database structure for asset data. . Provide the City system administrator(s) with an overview of the VUEWorks table structure, data views and configuration options. • DTS will prepare a detailed work plan that covers all aspects of the rnigration with assistance from the City. Sections of the work plan will 6e created as required to meet the functional �dts I`AKER50��.,��`i._..li`i/� I I�:�' Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 31 of 52 Rev. 12/2015 City of Fort Worth, TX City Secretaiy Conh•act No. VUfWorks Scope of Work requirements of the City. The following aspects of the migration will be covered in the work plan: • Functional requirements forthe asset data by asset type. • Identification of asset types and fields that will be migrated to GIS feature classes for use by VUEWorks. • Identification of asset types and fields that will be migrated to the VUEWorks modules. • Identification of the asset hiererchy that will be replicated in the VUEWorks modules. • Identification and migration of dropdown field data that will 6e transferred. The functional aspects of the dropdown fields will be migrated to GIS domains or VUEWorks dropdowns as appropriate. • Define data structure and templates required in the GIS or VUEWorks modules. • Identification of any special considerations for the migration. (For instance, numerical data should be migrated to a numerical field even if numerical data is currently stored in a text field). • Identification of any data that will not be transferred (obsolete data or data that has no value to the City). • Document data integrity issues discovered during the process. Data integrity issues consist mostly of misspellings and/or inconsistent terminology. While it may be possi6le to address some data integrity issues, DTS will be lirnited to docurnenting any issues discovered that may be addressed in the future by the City. • Plan to accommodate final migration of data immediately priorto the Go Live date. • The City will review the work plan with DTS for approval. The review requires VUEWorks to attend at least one on-site meeting. Additional meetingtime can 6e arrenged as needed using telephone and/or screen sharing technology. • DTS will execute the work plan collaboratively. DTS will be responsible for tasks that require DTS' expertise with SQL Server Oracle and the VUEWorks database. Sharing data between VUEWorks and other 3rd party systems can typically occur by one of two methods. The first is by doing a periodic data import from a 3rd party system into VUEWorks. The second method is by establishing a live one-directional link from a third party system into VUEWorks using our ODBC-based Data Link technology. VUEWorks will facilitate a discovery phase to review the City's systems for Human Resources, Inventory, and Fleet with respect to integrations. The VUEWorks' SOW does not include the development of any custom middleware to enable bi-diredional integrations. Moreover, integrations are dependent on a hast of factors includ(ng the availability of an API, what formats can be exported/imported, etc. VUEWorks staff will work with the City's staff to determine where integretions are possible and which of those need to be bi-directional and which can be one direction; from the 3`d party systern into VUEWorks. Those that can be one direction into VUEWorks will be integrated using the VUEWorks Data Link under the current contract. For those systems requiring a bi-directional or tailored link to VUEWorks, a preliminary design and cost �dts Nf\KER50=�':�. �',.1J`:�OI i�S� Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 32 of 52 lu Rev. 12/2015 ciry of Fon worth, TX City Secretaiy Contract No. VUEWorks Scope of Work estimate will be prepared for the City's consideration. Where possible and feasible, the Contrector will design and build interfaces that will allow in6ound and outbound data exchange between the City's applications and VUEWorks. The City has identified the following interfaces: + GIS • Active Directory • PeopleSoft VUEWorks will support the creation of these interfaces as part of this consulting agreement. The actual scope of work for these integrations will be determined as part of the business process analysis functions of this project. This process will identify the type of integration needed: • Extract, Transform, Load (ETL) One-Way— Interface is developed to read in data from source database at a desired frequency (Hourly, Daily, Weekly, Monthly, etc.) • Data Link— Direct database connection between source data and VUEWorks. Data is accessed in real-time by VUEWorks. • Bi-Directional — Data is accessed and loaded into VUEWorks using ETL tools at a desired frequency. VUEWorks creates new data based on Resource Usage and then places data into a staging data table (Data Isiand) for the original source database to Access (e.g. Peoplesoft). To accomplish these integrations, VUEWorks envisions that a combination of Discovery meetings will take place that will identify any Integration Points, Databases and Applications that will need an interface developed. Next, the 4UEWorks team will architect the solution using a combination of wireframes and Visio diagrams for the City to review, edit and approve. Once approved, the middleware piece will be developed to support ETL operations and if required, the VUEWorks Web Services API will be extended to accommodate these integrations. Once the system has been developed, testing and de-bugging will begin using the City's VUEWorks environment to make sure that all workflows are supported by this integration. Any bugs or defects will be identified and correded during this phase of the testing period. Finally, users and Aclministrators wiil be trained on the use and support of these tools before Go-Live to a larger audience. After this Gate, VUEWorks will provide the following delivere6les: 1. Meeting attendance (on-site and remote) as determined as part of the project kick-off, 2. Configurations that are specific to each Irrtegretion contained within this gate. 3, Screen mockups for review during Sprint 2. 4. Middleware documentation on how it was developed, coded and tested. • Training Documentation for Administrators and Users. Gate 4- F'hase 1: i"ransportation �nd Public Wc�rics Streets The following Assets will be configured as part of the Transportation and Public Works Streets configuration phase; �dts � r�akeas o='; �, ' —'1rJ [) f � i :S Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 33 of 52 Rev. 12/2015 City of Fort Worth, TX • Streets • Curb/Gutter • Bridges • Sidewalks and Sidewalk Ramps • Guardrails • Road earricades City Secretary Contract No. VUEWorks Scope af Worh First, DTS will request that each asset be published via ArcGls Server as a Feature Service with a corresponding Map Service. DTS will also require that the City add/verify that the following attributes exist in the Feature Class: • Install Year (Integer Field Type) • Condition (Integer Field Type) • AssetlD (Integer Field Type and must be Unique) DTS will then establish the Asset Registry by conneding these map services and making them available in WEWorks. Next, DTS will work with the Streets Subject-Matter-Experts (SMEs) to configure the folfowing modules: • Service Requests • WorkOrders • Conditlon • Risk • Valuation • Budgets • Projects • Standard and Custom Reporting Each module will be configured based on the workflows identified with the SMEs and will follow an iterative process for each Asset Class and Asset Type. After this Gate, VUEWorks will provide the following deliverables: 1. Meeting attendance {on-sita and remote) as determined as part of the project ldck-off. 2. Configurations that are specific to each Asset'fYpe contained within this gate. 3. Training Documenta#ion for Administrators and UsQrs. Gate 5- Phase 2: �'ransportation and P�blic Works Traffic The following Assets will be configured as part of the Transportation and Public Works Traffic configuration phase: • Sidewaiks • Sidewalk Ramps • Streetlights • Structures(poles} • Signs �dts MAKER50=�:� 1, �1i'./! 1I i:�. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 34 of 52 Rev. 12/2015 City of For7 Worth, TX City Secretary Contract No. VUfWorks Scope of Work • Pavement Striping • Pavement Symbols • Traffic Intersedions • TrafficSignals First, DTS will request that each asset be published via ArcGIS Server as a Feature Service with a corresponding Map Service. DTS will also require that the City add/verify that the following attributes exist in the Feature Class: • Install Year (Integer Field Type) • Condition (Integer Field Type) • AssetlD (Integer Field Type and must be Unique) DTS will then establish the Asset Registry by connecting these map services and making them available in WEWorks. Next, DTS will work with the Streets Subject-Matter-Experts (SMEs} to configure the following modules: • Service Requests • WorkOrders • Condition • Risk • Valuation • Budgets • Projects • Standard and Custom Reporting Each module will 6e configured based on the workflows identified with the SMEs and will follow an iterative process for each Asset Class a nd Asset Type. After this Gate, VUEWorks will provide the following deliverables: 1. Meeting attendance (on-site and remote) as determined as part of the project Idck-off. 2. Configuretions that are specific to each Asset Type contained within this gate. 3. Treining Documentation for Administrators and Users. Gate 6- Ph��e 3: Pr�pe��ty Management Faciliti�s Property Management Facilities currently maintains an inventory of approximately 982 Facilities. This list of Facilities contains detailed information that will be imported and verified as part of the field data collection activities conducted 6y DTS. DTS will deploy a team of inspedors who will visit 982 buildings (+/-5%) and verify the following attri6utes Please notethat the responsibilities of certain data fields are listed in this table. �. �. S onsor De artment FTW All Depts Located in Bldg FTW �dts r.inv�asa=�:-,.. �',��1C1i�i;S- Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 35 of 52 Rev.12/2015 City Secretaiy Contract No. City of Fort Worth, TX FacilRy Common Name FTVJ Street Number FTN� Street Name FTW Clty FTNf Zip Code FTW #ofAirConditioningSys[ems DTS TypeofPrimaryA/CSys[em DTS Type of Primary Heating5ystem DTs �Bacl6low Preventers DTS Parking Lot Size (u of Vehicles) DTS ParkingLotPavementType DTS # Parking Lot Lights DTS 8uilding Size (GSF) DTS Number of Floors DTS Lot Size (SF DTS Year Built FTW OverallBuildingConditionRating DTS Purchase Price ($) FTW TAD Value ($) DTS Re Facement Value $ DTS Ow ne rsh i p(Own/Lea se FT W Out-leased (Partial %} FTW Occupied Y/N) DTS # Res[rooms DTS # Elevators DTS kVendin Machines DTS tt Ice MaChines DTS Parking Gara e Size # of Vehicles DTS Landscaping (Y/N) DTS Landsca e5 rinklers Y/N DTS Council Dis[rid FiW ConstructionT e DTS RoofType DTS Exterior Wall Material FTW Foundation Type FTV� Initial Bldg Pund Source DTS Zo ning DTS Historic Designation DTS Fire Alarm DTS Fire Suppressian DTS Security Alarm FTW Security Ciearance DTS �dts „<.kE���= . . _ . !or�t- VUEWorks Scope of Work Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 36 of 52 Rev. 12/2015 City of For7 Worth, TX City Secretaiy Contract No. Lat/LongforBldgNWComer DTS Lat/LongforBldgSECorner DTS 4tWaterMeters&MeterlD#'s DTS # Gas Meters & Meter ID #'s DTS tF Eledric Meters & Meter IL1 N's �TS VUEWorks Scope of Work This data will be incorporated into the VUEWorks Facility module utilizing the followingtechnique: 1. Establish the Geographic location (point) of the Facility by Geocodingthe Address. This can also be linked via an existing GIS address layer (Point or Polygon) supplied by the City. 2. Establish GIS Attributfon 6ased on the grid ahove provided by the City. 3. Upload all Excel data into the GIS data service that is connected to VUEWorks. The City also maintains an inventory of 350 Facilities (as a sub-set of the 982 Facilities) with detailed information related to the Facilities and the Assets. DTS will collect more detailed Facility information forthese BuildingAsset Types and their Asset Instances, including the following information. �. � Building Building Name FTW De artment FTW Address FTW Ma psco DTS Sq. Feet DTS Year Buiit D7S Type DTS Re lacement Cost DTS HVAC Asset Name FTW Area Served FTtN Type DTS B ra nd DTS Model Number DTS Serial Number DTS Filter Info FTW Beft Info fTW Unit Voltage DTS Phase (if available) DTS U nit Am perage DTS T e Heat DTS Condenserinfo DTS Ad d itional I nfo DTS �dts ,s�KERsa- : ��.: �.�,,,,v� i ;;_. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 37 of 52 Rev. 12/2015 City Secretary Contract No. City of Fort Worth, TX Re Ydcement Date DTS RepYacement Cost DTS ElecUical Asset Name FTN� Meter Number DTS M a ke DTS Model DTS Serial DTS Co mme nts DTS Fuel DTS Ca pacity DTS TransType DTS Trans Rating DTS T2ns Serial DTS Battery Type DTS Batte Date if available DTS OilChange DTS Oil FiRer F�W Hours DTS Re lacement Date DTS Replacement Cost DTS Plumbing Building Code DTS Asset Name DTS Model DTS Serial Number DTS Replacement Date DTS Re Yacement Cost D75 Backflows Buildin Code DTS Asset Name DTS Re uested Work DTS Comments DTS Trigger Date DTS F req ue ncy DTS Eleirators Building Code FTW Asset Name FTIA� Ma ke DTS Model DTS Serial Number DTS Co mme nts DTS �dts M1'.nKERS o= `�: i!_.- ��:tC) I i::'� VUEWorks Scope of Work Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 38 of 52 Rev. 12/2015 City Secretary Contract No. City of Fort worth, TX Roofs Building Code FTW Asset Name FTW Sq.Feet DTS Age (Install Year) FT\N Type DTS Replacement Date DTS Re lacement Date DTS Replacement Cost DTS Overhead Door Asset Name DTS Building Code FTW FacilRy Ff W Door �i DTS OH Brand DTS OH Model DTS OH Width DTS OH Heights DTS PSTop Width DTS PSMiId Width DTS PSBot Width DTS Track Roiler Size DTS Ca61e D'emeter DTS Spindle Size Number DTS CableLength RW T1T pe DTS TTLen h DTS SSLength DTS SSD Width DTS SSGuage D7S Hin e T e DTS Hinge Style DTS Lift T pe DTS Safety Den FTW OP Brand DTS OB Type DTS Remote DTS Remarks DTS PSTo Height DTS PS Mid Height DTS PS Bot Height DTS Replacement Date DTS �dts ;1,���:= �_ �: , ... ,,:�,,� ; ; _,, Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 39 of 52 VUfWorks Scope of Work Rev. 12/2015 City Secretaiy Contract No. City of For7 Worth, TX VUfWorks Scope of Work IReplacementCost DTS 1. Establish a cornmon Facility template (Containers and Asset instances) by utilizing and modifying existing facility templates used by other ciients as a starting point. 2. Build out the Facility Containers and Asset Type Instances related to each level in the h iera rchy. 3. Build out the common attri6ute information related to each Asset Type Instance. 4. Conduct a field visit to each of the 350 Facility locations and build out the Asset instances (Inventory) and attribution related to each assets category listed above. 5. Conduct Fhysical Condition Assessment of each asset type (scale from 1(poor) — 5(�ood}} and record it in Excel spreadsheet. 6. Conduct a Visual Condition Assessment (1-5 rating} for the following Facility Asset Containers: a. Building Exterior — note any major issues outside of the building and rate the overall Building Exterior on the 1-5 condition scale. i. Bui�dingEnvelope—l-Srating ii. Building Structure -1-5 rating 6. Building Interior - note any major issues inside of the building and rate the overall euilding Interioronthe 1-5 condition scale. i. Floor Condition — 1-5 rating ii. CeilingCondition—l-Srating 7. Import Excel-based Facility information into VUEWorks. 8. Configure the VUEWorks Work and Asset Management modules based on discovery meetings with the Facilities team. a. Service Requests b. Work Orders c. Condition d. Risk e. Valuation f. Budgets g. Projects h. Standard and Custom Reporting After this Gate, VUEWorks will provide the following deliverables; 1. Meeting attendance jon-site and remote) as determined as part of the project kick-off. 2. Configuretions that are specific to each Asset Type contained within this gate. 3, Treining Documentation for Administretors and Users. �dts p��AKraso='l . . .. ��i�i�.S Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 40 of 52 � Rev. 12/2015 City of Fort Worih, TX City Secretary Conh�act No. VU£Works Scope af Wo�k 1. Meeting attendance (on-site and remote) as determined as part of the project kick-off. 2. Configurations that are specific to each Asset Type contained within this gate. 3. Training Documentation for Administrators and Users. Training—Delivered during each phase VUEWorks will provide a variety of training services onsite and via the Internet. Training will be conducted periodically throughout the implementation process and will be tailored to: • IT, System Administrators and Application Administrators • Asset managers • Asset power•users * Asset end-users Training will occur using one or more of these methods: • Train-the-trainer • Classroom lecture style • Hands-on • One-onrone DTS will conduct targeted training for each of the assets outlined in the scope as part of the system implementation. These training sessions are limited to 20 potential users in any one workshop. Our training approach will be onsite initially; however, in terms of follow-up and ongoing training, we can provid� a series of training typ�s: 1. Treining Workshops will 6e geared specifically to roll oui the course and will include training workshops for: Internal users (a variety of types of users will be trained). Web-based or online training. Decisions will need to be addressed to determine which types of users and courses wiil 6e developed to meet specific needs. 2. Manuals {Handbook) and Documentation-Thesewill be available as online PDFdocuments. 3. Built-In Tookips - The software application will have built-in tooltips, helps and prompts for users. 4. Webinars - These courses can be flexible and customized for large groups of users or for select, small groups. 5. Train-the-Treiner - Under this treining model, the City's administrator(s) and other managers (as desired) can be trained by eitherthetraining team orthe implementation team. Note: We find that one on one training for a minimum of two 4 to 6 hour sessions is optimal. After the initial one on one sessions, remote training is highly effective {e.g. GoToMeeting or WebEx). The duration of treining is a function of the nurnber of modules in use more than the number of user groups/roles. As with the Enterprise training options — all training is done on an exact copy of the production system. Data Conversio�i — Delivered during each phase Current asset data will 6e provided 6y the City in Esri ArcGIS Feature Services for direct integration. VUEWorks also supports data linking (non-GIS) via Microsoft Excel, Access or SQL file formats, or in an �dts , :.K[n=..,- . . . . : ��!I i ,._ Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 41 of 52 Rev. 12/2015 City of Fort Worth, TX City Secretaiy Contract No. VUfWorks Scope af Work ASCII file. Any data identified for conversion will be documented during the gap analysis for each phase and the conversion will be perFormed. DTS will work with the City on identifying data normalization and standardization areas where needed. The City is responsible for its own data cleansing. Below are the identified data sources that need to be imported to VUEWorks: Stroots: • (TSM Work Orders • Previous Pavement Condition Data — SQL with Access Treffic: • ITSM Work orders Parks and Recreation: • Access database for park inventory and work ordertrecking • Spreadsheet inventories and inspection forms • Standard park inspection data sheet (Paper) • Playground inspection sheet (Paper} • Light inspection form/sheet (Paper) Property Management: • Maintenance and Repair System by Whitestone Research — detailed asset inventory and work order history for about 350 facilities • Access databasewith component equipment data • Excel spreadsheet with inventory information on approximately 1000 facilities The following information will be stored in its native format and Document linked to VUEWorks: • Approximately 135 facility plans in PDF format • Approximately 93 facility plans in Autocad format • Approximately50facilityplans(Paper) �dts ,'�.KER50=', ...:��I�:���I ��.._� Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 42 of 52 Rev. 12/2015 city of Fon worth, Tl( Pricing City Secretaiy Conh�act No. VUEWorks Scope of Worh The following grid lays out the pricing for the required services to implement all four phases recommended in the Implementation Recommendations and Proposed Scope of Services sedion of this document. It should be recognized that some economies of scale have benefited Phases 2-4 due to efforts that occur in Phase 1. YUEWorks Implementation Project PRICE PROJECT KICKOFF, PLAN, AND SYSTEM REQUIREMENTS SPECIFICATION Pro'ect Plan Com letion $5,000.00 Current State 510,200.00 Ga Anal sis $8,560.00 Future State §7,520.00 Total for Project Kickoff, Plan, and Project System Requirements GATE 1 Specification: $31,280.00 ENTERPRISE SOFTWARE PURCHASE VUEWorks Enter rise License 150 concurrent users y250,000.00 GATE 2 Total for Pro"ect Plannin & Initiation: 5250,000.00 Systems Integration Activities S rint 1- Identification of Inte ration Points, Databases and A lications $ 2,700.00 S rint 2- Develo Inte ration Architecture and Methods $ 13,500.00 Sprint 3- Develop Middleware Solution, ETL Process and VW Web Service Enhancements $ 32,640.00 S rint 4- Testin and De-Bu in of Intertaces $ 16,800.00 S rint5-AdministratorandUserTrainin $ 11,200.00 S rint 6- Testin Nalidation/Acce tance $ 5,600.00 GATE 3 Total for Systems Integration Activities: $82,440.00 Phase 1— Transportation and Public Works Straets S rint 1- GIS Linkin forAll Assets 524,780.00 S rint 2- Service Re uest, Work Order, Condition and MobileVUE Confi uration 524,780.00 S rint 3- Risk, Valuation, Bud ets, Pro'ects and Re ortin $24,780.00 S rint 4- Data Conversion and Work Order Mi ration 514,665.00 S rint 5- Administrator and User Trainin $11,250.00 S rint 6- Testin NalidationlAcce tance 515,680.00 GATE 4 Total for Transportation and Public Works Streets $115,935.00 �dts pfAKE�SC=t: �,�-._.��1`1�UV ��;_ Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 43 of 52 Rev. 12/2015 c;ty of Fort worth, TX City Secretary Contract No. VUEWorks Scope af Work 'Servir.es houts 'rnchrde Project Mnnpqement, Constdtatian, Oocumentotiort, Configurnt�on. Trainin9 on�JSuPPort.Services. �dts .�.�:«,�_'. _. „.;�,� �, Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 44 of 52 Rev. 12/2015 city of Fort Wonh, TX Terms & Conditions City Secretary Contract No. VUEWorks Scope of Work Invoicing & Payment Terms VUEWorks will invoice monthly for all software and services based on the completion of each Sprint within each Gate. Payment terms are Net 30 from date of invoice. Additional Expenses All travel and out-of-pocket expenses associated with delivery of the consulting and customer education services are included in the proposed fees and are not billed at actual. Additional Sorvico Fooa In the event it becomes apparent to Data Transfer Solutions, LLC, that estimated fees in this recommendation will be exceeded due to unforeseen issues or complications or due to any changes in the scope of the project requiring a change in the Scope of Services, DTS will notify the client of the add�tional n�ed and r�quire authorizattori to proc�ed. �dts ,:,,KE.s�=�.'. _ ,,�ori:.. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 45 of 52 Rev. 12/2015 City Secretary Contract No. City of Fort Worth, TX Mobile Field Unit Considerations To mobilize or not to mobilize? That is not the only question to be! VUEWorks Scope af Work Most agencies recognize the benefits of providing mobile field computing to their field workforce. First, it provides a tool for consistent and accurate data capture in the field. And second, it reduces the need for additional data entry personnel back in the office to take the day's paper work order inforrnation and key it into your work and asset management software. These 6enefits from field computing outweigh the cost of providing the mobile computing hardware to your staff, and with the affordability and options availa6le today, your Return on Investment is often within the first year. But what are the other consideretions when looking at going mo6ile? When considering mobi�izing your field workforce with field computing, there are numerous considerations that will lead you in selecting the right tool for the jo6 at hand. When it comes to automating your field workforce with laptops, smartphones or tablets, it is not a matter of one size fits all. The worker and the work they do will help dictate which mobile device is most appropriate. A large part of your initial consideration relates to the software functionality the worker will need to access on the device. When considering deploying VUEWorks in the field, users have two options in software and four options in hardware devices from which to consider and choose. The two software options include accessing the full VUEWorks application via a web browser using an Internet connection or utilizing the VUEWorks MobileVUE application running on an i05 or Android operating system in a connected or disconnected mode. MobileVUE provides a store-forward offline capability for performing work orders in those areas that do not always have Internet coverage. When considering your software options for the field, you will want to consider the activities and data the user may need to access in the field, and the business tasks they may wish to perform in the software in order to determine the right fit for that individuai user. Typically when dealing with software applications, the mobile app versions of the software are scaled down veRions of the full software application and are designed to perform a select group of business functions and therefore do not provide the full breadth of application functionality found in the desktop version of the software. A field worker or crew who will be going into the field with preassigned work orders in VUEWorks to perform a work order activity and/or condud an asset inspedion can uti�ize the MobileVUE app. MobileWE aiso provides the field worker the option of creating new work orders on an as-needed basis in the field. Field crews can use MobileVUE in a connected manner using a MiFi connection or a cellular data plan tied to an i05 or Android device, or can manage synchronized work orders and condition inspection records on the device in a disconnected manner; synchronizingthe device with the database usin� a wireless (cellular ar �Ni-Fi) or hard wired connection at the appropriate time and place. Those individuals that need to manage more than just their own work and may need to access the majority of the full VUEWorks system will want to use the full VUEWorks application functionality by accessing the program through a desktop Internet web browser, typically on a laptop or hybrid laptop/tablet ru�ning a Windows operating system. Under this scenario, the users tend to he field �dts - ! :AK[RS 0= �'.� , . '. �, �I' �i � I i �. � Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 46 of 52 Rev. 12/2015 c;ty of Fort Worth, TX City Secretary Conh•act No. VUEWorks Scope of Work supervisors who oversee multiple crews work orders or find themselves having to answer questions in the field related to data contained in the VUEWorks data6ase regarding assets, service requests, work orders or labor, equipment or material resources. When using VUEWorks in the field, the userwill need Internet access via a Wi-Fi or MiFi connection or cellular card built into their hardware device. It is common for supervisors to use a laptop like a Toughbook along with a MiFi cellular hotspot to access the VUEWorks software in the field. Hybrid laptop/ta6lets like the Microsoft Surface and Surface Pro are also gaining interest as a tool forfield use with W EWorics. Once you know which software functions your workers will need in the field you will then be able to determine whetheryou will need to use WEWorks through a desktop browser or the MobileVUE app running on a smartphone or tablet. Once you have rnade the determination, you will then be able to look at your hardware options: laptop, laptop-tablet hybrid, smartphone ortablet. We will briefly discuss some of the pros and cons to each hardware option next: Smartphones — Smartphones are an easy to use tool that most workers have experience with and often times have assigned to them, so they are a desired consideration for many agencies. Android and iOS based phones can run the MobileVUE app to manage work orders and asset condition inspection records. The draw back with most smartphones will be the small screen and keyboard forviewing and entering information into MobileVUE. If the field worker wishes to interact with a GIS map as well as the work order and condition records, smartphones repidly become an unattrective option. Tablets — Tablets running an Android or iOS operating system are ideal for working with MobileVUE because they offer a larger screen for viewing your information on a GIS map. Tablet keyboards also offer more onscreen space for typing information. Tablets also offer peripheral keyboard extensions for entering information for those who do not like typing on a ta6let screen's virtual keyboard. Another benefit to tablets running MobileVUE is the fact that you can enter information in a disconnected mode. This can be beneficial for agencies who have spotty cellular coverage in their communities. Tablets are also easy to work with outside of the work vehicle. Laptops — Although laptops are typically the most expensive device to deploy in the field, and they are difficult to work with outside of your work vehicle, they do offer benefits that smartphones and tablets do not. First, they can run the full W EWorks application in a desktop browser, providing full access to all the data and functionality VUEWorks has to offer right in the field. Second, they can double as a supervisor's office PC. Another considerations when looking at using laptops in the field is the fact that they require a real-time connection with the database via a cellular, MiFi or Wi-Fi connection in order to access or update data in the field. Laptop-Tablet Hybrid — A cornbination laptop-tablet hybrid, like the Microsoft Surface, are tablet devices that run a full Windows operating system and have a full keyboard extension that can be used along with the touchscreen. These devices, like the traditional laptop, allow you to access the full functionality of VUEWorks via a desktop web browser like Internet Explorer, Chrome or Firefox, with the added benefit of using its touchscreen like a tablet. This provides the ability to easily use the device outside of the work vehicle. The following matrix may 6e used in helping determine the right software {VUEWorks v. MobileVUE} and the right hardware (smartphone v. tablet v. laptop v. hyhrid) for your different field workers. You mayfind that different workers require different devices and software. �dts FL•,k[R50='�_ �� !: _��i�101.�i .� Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 47 of 52 Rev. 12/2015 City of Fort Worlh, TX City Secretaiy Conh�act No. VUEWorks Scope of Work OPTIONS VUEWorks MobileVUE Use Access to assigned Work Order and Condition records X X Access to Service Request, 1Nork Order, Resources, Valuation, X Risk, Projects and 6udget Forecasting modules Ability to interact with Esri GIS map layers X X Ability to edit Esri GIS data X Access using Internet Explorer, Chrome or Firefox X Access using an iOS orAndroid App X Ability to take photographs and automatically attach to a X work order or condition record and upload to the data base Conn eciivit y Live rea I-time field use connection X X Disconnected field use X Hardware La ptop X Laptop-Tablet Hy6rid X Smartphone X Tablet X pBOVE Mo6ile sofhvare and ha�divare sefectian matrix �dts ,!;:K[aso� `...... i'�I( )I i.,_ Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 48 of 52 Rev. 12/2015 City Secretaiy Contract No. EXHIBIT B PAYMENT SCHEDULE The City will purchase all software licenses at one time, in the amount of $250,000.00. Services will be paid based on executed Milestone Acceptance Forms submitted with invoices. Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 49 of 52 Rev. 12/2015 City Secretary Contract No. EXHIBIT C MILESTONE ACCEPTANCE FORM Services Delivered: Milestone / Deliverable Ref. #: Milestone / Deliverable Name: Unit Testing Completion Date: Milestone / Deliverable Target Completion Date: Milestone / Deliverable Actual Completion Date: Approval Date: _ Comments (if needed): Approved by Consultant: Signature: Printed Name: Title: Date: For Director Use Only Contracted Payment Amount: _ Adjustments, including penalties: _ Approved Payment Amount: _ Approved by City Department Director: Signature: Printed Name: Title: Date: Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 50 of 52 Rev. 12/2015 City Secretary Contract No. EXHIBIT D INTENTIONALLY DELETED Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 51 of 52 Rev. 1212015 City Secretary Contract No. EXHIBIT E VERII'ICATION OF SIGNATURE AUTHORITY Full Legal Name of Company DATA TRANSFER SOLUTIONS, LLC. Full Business Address 3680 Avalon Park Blvd., Suite 200, Orlando, FL 32828 Services to be Provided Performance-based asset management software and support Execution of this Signature Veriiication Form ("Form") hereby certifies that the following individuals and/or positions have the authority to legally bind the Company and to execute any ageement, amendment ar change order on behalf of Company. Such binding authority has been granted by proper order, resolution, ordinance or other authorization of Company. The City is fully entitled to rely on the warranty and representation set forth in this Foim in entering into any agreement or amendment with Company. Company will submit an updated Form within ten (10) business days if there are any changes to the signatory authority. The City is entitled to rely on any current executed Form until it receives a revised Form that has been properly executed by the Company. Name: A.M. "Trey" Fragala, III, AICP, PMP Position.: Chief Operating Off er _ � Signa r 2. Name: Position: Signature Name: Position: Signature Name: Allen W. Ibaugh, AICP, GISP �-, �---- - Signature of Presiden EO Date: ZI��(�i Data Transfer Solutions, LLC Professional Services Agreement - Technology Page 52 of 52 Rev. 12/2015 M&C Review DATE •� • � �� COUNCIL ACTION: Approved on 12/13/2016 12/13/2016 REFERENCE P-11985 NO.. P TYPE: NON- CONSENT LOG NAME: PUBLIC HEARING: Page 1 of 3 Official site of the City of Fort Worth, Texas �'ar�r'i�a�rii 13P17-0112 ASSET MANAGEMENT SB ITS NO SUBJECT: Authorize Execution of a Master Purchase Agreement with Data Transfer Solutions LLC, for an Enterprise Asset Management System and Property Management Condition Assessment for the Transportation and Public Works Department, Park and Recreation Department and Property Management Department Using a Cooperative Contract in the Total Amount Up to $2,002,405.00 for the First Year (ALL COUNCIL DISTRICTS) RECOMMENDATION: It is recommended that the City Council authorize Execution of a Master Purchase Agreement with Data Transfer Solutions LLC, for an enterprise asset management system and property management condition assessment for the Transportation and Public Works Department, Park and Recreation Department and Property Management Department using North Central Texas Council of Governments Contract No. NCTCOG RFP NCT-2016-14 in the total amount up to $2,002,405.00 for the first year. DISCUSSION: The Information Technology Solutions Department (ITS) will use this Master Purchase Agreement with Data Transfer Solutions LLC (DTS) to implement an enterprise asset management system that will be used by multiple city departments. DTS will also perform a condition assessment for the Property Management Department. The need to acquire this cross-departmental asset management system resulted from several City work sessions to determine if an enterprise asset management system could be used to track and maintain assets that require periodic reactive or routine maintenance to keep them in a good state of repair. The system will help departments assess, evaluate and assist with planning and maintaining alignment with departmental goals and provide efficient, cost-effective utilization of limited resources between multiple departments. This is critical to effectively maintain the departments' infrastructure and assets in a sustainable state of good repair. The software will be deployed in the Transportation Public Work� 9��artment (Streets/Traffic), Property Management Department (Facilities) and the Park and Recreation Department. The following activities will be performed for each department as part of this effort: Property Management Condition Assessment (Condition, Risk and Evaluation for each facility) Departmental Needs Assessment System, Module, and Form Configurations (Example: Streets, Curb/Gutter, Data Connection (GIS) Data Conversion/Migration Asset Power-user Training End-user Training System Testing Configuration Adjustments Go-Live Post Go-Live Evaluation Bridges, and Sidewalks) There will be an annual impact on the operating budgets in the amount of $50,000.00 to support the maintenance of the software system. Departments will be responsible for planning resources for continued http://apps.cfwnet.org/council�acket/mc review.asp?ID=24178&councildate=l2/13/2016 3/1/2017 M&C Review inventory of assets. PRICE ANALYSIS - Staff certifies the cost is fair and reasonable. Page 2 of 3 COOPERATIVE PURCHASE - The Purchasing Division will use the North Central Texas Council of Governments( NCTCOG) Contract No. NCTCOG RFP NCT-2016-14 to purchase the enterprise asset management system. State law provides that a local government purchasing an item under a Cooperative Purchasing Agreement satisfies state law requiring that the local government seek competitive bids for purchase of the item. The NCTCOG contract has been competitively bid to increase and simplify the purchasing power of government entities that elect to participate in the cooperative purchase. M/WBE OFFICE - A waiver of the goal for MBE/SBE subcontracting requirements was requested by the Purchasing Division and approved by the M/WBE Office, in accordance with the BDE Ordinance because the purchase of goods or services is from sources where subcontracting or supplier opportunities are negligible. ADMINISTRATIVE CHANGE ORDER - An administrative change order or increase may be made by the City Manager in the amount up to $50,000.00 and does not require specific City Council approval as long as sufficient funds have been appropriated. AGREEMENT TERMS - With City Council's approval, the Agreement began on December 14, 2016 and will end on December 31, 2017 to correspond with the terms of the cooperative contract. RENEWAL OPTIONS - This Agreement may be renewed for up to five additional one-year terms at the City's option providing the North Central Texas Council of Governments renews its cooperative contract. This action does not require specific City Council approval provided that the City Council has appropriated sufficient funds to satisfy the City's obligations during the renewal term. FISCA� INFORMATION/CERTIFICATION: The Director of Finance certifies that funds are available within the existing appropriations of the participating departments for these expenditures and that prior to an expenditure being made, the participating department has the responsibility to validate the availability of funds. BQN\17-0112\SB TO Fund Department I D _--- FROM Fund Department ID Account Project _ ID Account Project ID Submitted for City Manager's Office bv: Originating Department Head: Additional Information Contact: Program � Activity Program � Activity Budget I Reference # ( Amount Year (Chartfield 2) Budget Reference # Amount Year (Chartfield 2) Susan Alanis (8180) Aaron Bovos (8517) Jack Dale (8357) Sheila Baker (8356) http://apps.cfwnet.org/council�acicet/mc review.asp?ID=24178&councildate=l2/13/2016 3/1/2017 M&C Review ATTACHMENTS Data Transfer Solutions Form 1295 Certificate 12-2-2016.pdf Page 3 of 3 http://apps.cfwnet.org/council�acket/mc review.asp?ID=24178&councildate=l2/13/2016 3/1/2017