Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
Contract 46814
f= r� ,�,,,•. � City Secretary Contract No. FORT WORTHO PROFTSSIONAL SERVICES AGREEMENT anformcrlr`on Tiechno&V) This PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and entered into by and between the CITY OF FORT WORTH (the "City"or"Client"), a Texas home-rule municipal corporation, and Total Resource Management, Inc.("Consultant"or"Contractor"),a Virginia Corporation. City and Consultant are each individually referred to herein as a"party"and collectively referred le as the"pasties." CONTRACT DOCUMENTS: The Contract documents shall include the following: I. This Agreement for Professional Services 2. Exhibit A-Statement of Work plus any amendments to the Statement of Werk 3. Exhibit B-Payment Schedule 4. Exhibit C-Milestone Acceptance Form S. Exhibit D-Network Access Agreement 6. Exhibit E-Signature Verification Form 7. Exhibit F-Subscription Agreement for Hosting Services All Exhibits attached hereto are incorporated herein and made a part of this Agreement for all purposes. In the event of any conflict between the documents,the terms and conditions of this Professional Services Agreement shall control. The term"Consultant"or"Contractor"shall include the Consultant or Contractor,and its officers,agents,employees,. representatives,servants,contractors or subcontractors.The term"City"shall include its officers,employees,agents, and representatives. I. Scope of Servi es. Consultant hereby agrees, with good faith and due diligence, to provide the City with professional consulting services for technical and hosting services for the expansion, upgrade and integration of the City Water Department Maximo Software system. Specifically,Consultant shall work under the direction of the City's Program Manager,Brio Services, LLC, (hereinafter, "Brio") and shall submit all specifications, deliverables, milestone acceptance forms and invoices to Brio in the course of performing all duties outlined and described in the Statement of Work,which is attached hereto as Exhibit"A"and incorporated herein far all purposes,and further referred to herein as the"Services."Consultant shall perform all Services in accordance with standards in the industry for the same or similar services. In addition, Consultant shall perform all Services in accordance with all applicable federal,state,and local laws,rules,and regulations. If there is any conflict between this Agreement and any Exhibit,the terms and conditions of this Agreement shall control. 2. Term. This Agreement shall commence upon the date that both the City and Consultant have executed this Agreement("Effective Date") and shall expire no later than twenty-four(24) months following the Effective Date ("Expiralion Date"), unless terminated earlier in accordance with the provisions of this Agreement or otherwise extended by the parties.This Agreement may be renewed for one(1)additional term for one(1)year upon mutual OFFICIAL RECORD Total Resource Management,Inc. � rrp �p RFP 15.0102 Maximo Hosting and Technical Services Page 1 of 10 CITY f SEnCR i�+R Rev.11/2014 ff. VRTHt t X City Secretary Contract No. written consent of the parties. 3. Compensation. The City shall pay Consultant an amount not to exceed S1.237,884.08 in accordance with the provisions of this Agreement and Exhibit LLB," Payment Schedule. which is attached hereto and incorporated herein for all purposes. Consultant sliali not perform any additional services for the City not specified by this Agreement unless the City requests and approves in writing the additional costs for such service.s. The City,,hall not be liable for any additional expenses of Consultant not specified by this Agreement unless the City first approves such expenses in writing_City agrees to pay all invoices of Consultant within thirty(30)days of receipt of such invoice. 4. Termination. 4.1, Convenience. Either the City or Consultant may terminate this Agreement at any time and for any reason by providing the other party with sixty(60)days written notice of termination. 4.2 Breach. Subject to Section 29 herein. either party may terminate this Agreement for breach of duty. obligation or warranty upon exhaustion of all remedies set forth in Section 29, 4.3 Fiscal Funding Out. 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 shall terminate on the Iasi day of the fiscal period for which appropriations were received without penalty or expense to the City of any Bind whatsoever,except as to the portions of the payments herein agreed upon for which frinds have been appropriated. 4.4 Duties and Obligations of the Parties. In the event that this Agreement is terminated prior to the Expiration Dale, the City shall pay Consultant for services actually rendered up to the effective dale of texnnination and Consultant shall continue to provide the City with services requested by the City and in accordance with this Agreement up to the effective dale of termination. Upon termination of this Agreement for any reason, Consultant shall provide the City with copies ofall completed or partially completed documents prepared under this Agreement. In the event Consultant has received access to City infonrnation or data as a requirement to perform services hereunder,Consultant shall return all City provided data to the City in a machine readable format or 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 wriling of any existing or potential conflicts of interest related to Consultant's services under this Agreement. In the event that any conflicts of interest arise after the F11ective Date of this Agreement, Consultant hereby agrees immediately to make full disclosure to the City in w6ting. 5.2 Confidential 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 grounds for the City to have or obtain tiny rights in Such proprietary products. materials, or methodologies unless the parties have executed a separate �%ritten aercement wills 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 nor disclose any Such information to a third party without the prier written approval of the City. 53 Unauthorized Access. (Alnsultani %!Hall store and maintain City fitl6rmanon in a secure manner and shall nol allow unauthorized users to aci:eis.modify.delete or otherwise corrupt City Information in any way_Consultant shall notify, the City Immediately if the Security or integrity of any City info miation has been Compromised or is believed to have been compromised.in which event.Consultant shall,in good faith,use all comnlrrcially reasmiabie Iutal Resource Martapinent,Inc. HFI'15.0102 Maximo Ilosting and technical Services Page 2 of 10 Rev 1112614 City Secretary Contract No. efforts to cooperate with the City in identifying what information has been accessed by unauthorized means and shall fully cooperate with the City 10 protect such information from further unauthorized disclosure. ti. Ri ht to Audit. Consultant agree~ that the City shall- until the expiration of spree(3) years after final payment under Ibis Agreement. have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records of the Consultant involving transactions relating to this Agreement at no additional cosi to the City. Consultant agrees that the City shall have access during normal working, hours to all necessary Consultant facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance wills the provisions of this section. The City shall give Consultant not im-, than 10 days written notice of ally intended audits. Consultant further agrees to include in all its subcontractor agreernenle hereunder a provision to the effect [hal the subcontractor agrees 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 further that City shall have access during normal working hours to ail 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 Ic:ss than 10 days written notice of any intended audits. 7. Independent Contractor. It is expressly understood and agreed that Consultant sliall operate as an independent contraclor as to all ri.alits and privileges granted herein, and no[ as agent, representative or employee of the City. Subjecl to and in accordance with the conditions and provisior-sof this Agreement.Consul[ani shall have the exclusive right to control the details of its operation-,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,emp)oyecs,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 [lie City shall in no way be considered a Co-employer or a Joint employer of Consultant or any officers,agents, servants, employees or subcontractors of Consultant. Neither Consultant, nor 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 for any and all payment and reporting, of taxes on behalf of itself, and any of its officers,agents,servants,employees or subcontractors. 8. LIABILITY AND INDEMNIFICATION, A. LIABILITY - CONSULTANT SHALL 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, WHET14ER REAL OR ASSERTED, TO THE EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR OMISSIONS), MALFEASANCE OR INTENTIONAL MISCONDUCT OF CONSULTANT, ITS OFFICERS, AGENTS, SERVANTS OR EMPLOYEES. B. INDEMNIFICATION -- CONSULTANT HEREBY COVENANTS AND AGREES TO INDEMNIFY, HOLD HARMLESS AND DEFEND THE CITY, ITS OFFICERS, AGENTS, SERVANTS AND EMPLOYEES, FROM AND AGAINST ANY AND ALL CLAIMS OR LAWSUITS OF ANY KIND OR CHARACTER, 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 CLAIMS OF INTELLECT(AILPROPERTY INFRINGEMENT,ARISING OUT OF OR. IN CONNECTION WITH THIS AGREEMENT, 10 THE EXTENT CAUSED BY THE ACTS OR I oval Resnufre Management,Inc. RFP 15-0102 Maxima Hosting and l echrmal Services Page 3 of 10 Rev.11/3014 City Secretary Contract No. 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 infrirngemetnt of any patent,copyright,trademark,service marls,trade secret,or other intellectual property rights by the use of or supplying g tof any Deliverable(s)in the course of performance or completion of,or in any way connected with providing services,or the City's continued use of the Deliverable(s) hereunder. (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 aur patent, copyright, trade mark, service mark, trade secret,or other intellectual property right arising from City's use of the Deliverable(s), or any part thereof, in accordance -,01h this Agreement, it being, understood that this agreement to indemnify, defend, settle or pay shall not apply if (lie City modifies or misuses the Deliverable(s). So long as Consultant bears [lie 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 claint. however, City shall have (lie 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 claint 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 alto 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 expenses shall not eliminate Consultant's duty 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 modification 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 annoitnis paid to CoinsuI(ntit by the City,subsequent to which termination Cit►•may seek any and all remedies available to City under law.CONSULTANT'S OBLIGATIONS HEREUNDER SHALL BE SECURED BY THE REQUISITE INSURANCE COVERAGE AND AMOUNTS SET FORTH IN SECTION 10 OF THiS AGREEMENT. 9. Assip_itment and Subcontracline. Consultant shall not assign or subcontract any of its duties. obligations or rights under this Agreement Without [lie prig written consent of the City. if ih<City grants consent to an assignnienl, the assigniee shall execute a written azrecment with the City and the Consul under which the assignee agrees to br bound by the duties and oblir;aIion`ofConsul(an[under this Agreenien1.The Consultant and Assignee,hall be.juintly Iiablr•for all obligations under ilii, Agreement prior to the assignrient. 11'the City grants coll.sein to a subcontract. the stibcowractor shall execute a written agreement ►vith Clic Coasultant refr+rticirig this Agrvenient under which the subcontractor shall agiee to he bound by the duties and obligations of[lie Contiuhant under this Agreement as such duties and obligations may apply The Consultant shall piu ide (lie City with a f°itlly CkeLttled copy of arty such subcontract_ total Resource Management,Inc. RFP 15-4102 Maximo Hosorip,and Ieehnical Services Paige 4 of 10 Rev.11/2014 City Secretary Contract No. to. INSURANCE. f0,1 Consultant shall provide the City with certiricate(s) of insurance docunienttrig policies of the following rninimurn coverage limits that are to be in effect prior to commencement of any work pursuant to this Agreement: 1, Conimereii;' General Liability $1,000.000 Each Occurrence $1,000,000 Aggregate 2. Autornobile Liability $1.0010.000 Each occurrence on a combined single limit basis Coverage shall be on any vehielc used by the Consultant, its employees.1gents.representatives in the course of the providing services under this Agreement. "Any vehicle"shall be anv vehicle owned. hired and non- owned 3_ Worker's Compensation - Statutory limits Employer's liability $100,0010 Each accident/occurrence $100,000 Disease-per each employee $500.000 Disease -policy limit This coverage may be written as follows: Workers' Compensation and Employers' Liability coverage with Limits consistent with statutory benefits outlined in the Texas workers' Compensation Act (Art. 9308 — 1.01 et seq. Tex. Rev. Civ. Stat.) and minimum policy limits for Employers' Liability of$100,000 each accident/occurrence, $500.000 bodily injury disease policy limit and S100,000 per disease per employee 4. Technology Liability(E&O) $5.000,000 Fach Claim Limit $5,000.0001 Aggregate Limit Coverage shall include,but riot be limited to. the following: (i) Failure to prevent unauthorized access (ii) Unauthorized disclosure of information (iii) Implantation of malicious code or computer virus Ov)F,aud,Dishonest or Intentional Acts with final adjudication tunguage Technologv coverage may be provided through an endorsement to the Commercial General Liability(CGL1 policy, or a separate policy specific to Technology ESQ. Either is acceptable if coverage meets all other requirements. Any deductible will be the sole responsibility of the Prime Vendor and may not exceed$50,0001 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 Contract. Coverage swill be rnainlalned for the duration of[lie contractual agreerrtiertt and for i�>,o(Z)�czrs lollram,ing coriipletiotl nfset~vices pro�,ided. An atulual certificate of insurance shall be`ubmitted to the City to evidence coverage. IMai Resource Management,Inc. RFP 15-0102 tvra.,im❑ttasting and Technical Services Page 5 of 10 Rev.11/2014 City Secretary Contract No. #0.2 General Insurance Requirements: 1. All applicable policies shall name (lie 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 includil a Waiver of Subrogation('Ripht of'Recovery)in favor of ilte Cily,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-payniew of premium. Notice shall be sent to the Risk Manager.City of Fort Worth. 1000 Throckmotion,Fort Worth,I exas 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 Stale of Texas. Alt insurers trust have a iltlnntlum 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_ Cerlificales of Insurance evideilcing that the Consultant has obtained all required insurance shall be delivered to and approved by the City's Risk Managernent Division prior to execul ion of Ihis Agreemetll. U. Compliance iance with Laws,Ordinances,Rules and Regulations. Consultant agrees to comply with all applicable federal, state and local laws, ordinances, rules and regulations. If the City notifies Consultant of any violation ofsuc.h laws.ordinances-rules or regulations,Consultant shall immediately desist front and correct the violation. I L Noll-Discrimina[ion Covenant. Consultant. for itself, its personal representatives,assigns, subcontractors and successors 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. 13. Notices. Notices required pursuant to the provisions of this Agreement shall be conclusively determined to have been delivered when (I) hand-delivered to the other party, its agents, employees, servants or 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 TILE CITY- City of Fort Worth With Copy to the City Attomey Attn: Fenlando Costa al same address 1000 Tlurockmorton Fort Worth TX 76102 Facsimile: (817)392-6134 1 plat Resource i,+lanaRHment,rnc. Rc P 1S-0102 Wxirno Hosting and 1 ectsnicat Services t'ae..i:6 of 10 Rev.1112414 City Secretary Contract No. TO CONSULTANT: Total Resource Management. Inc. Attn: Lori Wilkins 510 King Street, Suite 200 Alexandria. VA 22314 Facsimile 703.548.3641 14. Solicitation of lE fli vlovees, Neither the City nor Consultant ,hall_during 111e term of this Aare=nient and additionally for a period of one year atter its termination, solicit for employment or employ_ whether as employee or independent contractor, any person who is or has been employed by the other during,the tern of this:lgrcenyent,without the prior written consent of the person's employer. This provision shall not apply to an employee who responds to a general solicitation or advertisement of employment by either party, 15. Governmental Powers. It is understood and agreed that by execulion of this Agreement. the City does not waive or surrender any of its govern men raI powers. 16. No Waiver. The failure of the Cite or Consultant to insist upon [lye performance of any tern or provision of this Agreement or 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. Gover-niti;r Lam ;ind Venue. This Agreement shall be consinied in accordance Willi the laws of[lie State of Texas. If any action, whether real or asserted, at law or in equity, is brought on the basis of this Agreement,venue for 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, 1S. Severability. 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 unpaired_ 19. Force Maieure. The City and Consultant shall exercise their best efforts to steel 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 maiewt). including. but not limited to. compliance With any government law. ordinance or regulanon. acts of God. acts of' the public enemy, fires. strikes. lockouts, natural disasters, wars, riots, material or labor restrictions by any govenimemal authority. transportation problems andro+r any Tither similar causes. 2f1. Headings Not Controlling. Headings acid titles used in this kgreernent are foi icference purposes only and shall not be drrcmed a part of tills_Agreement, lotal Resource Management,inc RFP 15-0102 Maximo Hosting and-technical Services Page 7 of 10 Rev 1112014 City Secretary Contract No. 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 Thal any ambiguities are to be resolved against the drafting party shall riot be employed in the interpretation of this Agreement or exhibits hereto, 22. Amendments. No aniendnien[of this Agreement shall be binding upon a party hereto unless such aniendment is set forth to a nvrittrri instrument.and duly executed by an authorized representative of each party. 23. E n tirety of Agreement. This Aurcenient. including any exhibits attached liereto and any documents incorporated herein by reference, contains the entire understanding and a-rcenieni 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 liereby declared null and void to the extent in conflict with any provision of[his Agreement. 24. Counterparts. This Agreement may be executed in one or more counterparts and each counterparl shall, for all purposes, be deemed an original, but all such counterparts shall together constitute one and the same instrument. An executed Agree►nent,modification,amendment,orseparale signature page s1iall 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 evert if an original paper document bearing each party's original signature i4 not delivered. 25. Warranty of Services. Consultant warrants that its senices will be of a professional duality 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 ilia[ the services are completed. In such event, at C'onsultant's option; Consultant shall eirher(a) use corninerciaiiy reasonable efforts to re-perform the senlices in a manner that conforms with the warranty,or(b)refund the ties paid by the City to Consultant for the nonconforming services. 26. Milestone Acceptance. Consultant sliall verify(lie duality ofeach deliverable before submitting it to(lie City forreview and approval. The City will review all deliverables to determine their acceptability and signify acceptance by execution of [lie Milestone Acceptance Form, which is attached hereto as Exhibit`°C."if the City rejects the submission,it will notify the Consultant in writing as soon as the determination is made listing thespecific reasons fpr rejection.The Consultant shall have ten(10)days to correct any deficiencies and resubmit the corrected deliverable. Payment to the Consultant shall not be authorized unless the City accepts the deliverable in wriiin(P in the farm attached. The City's acceptance will not be unreasonably withheld. 27. Network Access. 27.1 City Network Access. If Consultant. anchor any of its employees, officers- agents. ,en ants or ,uhcontractors{for pUrPOSCA of this section"Consultant Personnel). requires accts to the City`s computer network in order to provide [lie services herein_ Consultant shall execute and comply with the Network Access Agreement which is attached hereto as Exhibit "D"and incorporated herein for all purposes_ 27? Federal Law Enforcement Database ,access. If Consultant. or any Consultant Persoruiel. 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 ("ilKS"). Interstate Identification Index System {"'all System"), National Crime Infoni atinn Center ("WIC") or National Fingerprint File (`'NFI"`) that is governed by Total Resowcc'manafjefnen1,Inc RFLP 15-0102 Maxima Hosting and iechnical5emces Page 8 at 10 Rev.11/2®14 City Secretary Contract No. and/or defined in Title 28,Code of Federal Regulations Part 20("LTR.Part 20"), for the purpose of providing service;: for the administration of criminal justice as defined (herein on behalf of the City under this Agreement. Consultant shall comply with the Criminal Justice Information Se vices Securiiy Policy and CFR Part 20. and shall .separately execute[lie Federal Bureau of Investigation Criminal Jutilice Information Services Security Addendum, 28. tmnli ration Nationality Ark. The City of Fort Worth actively supports the Immigration&Nationality Act(Ilya) which includes provisions addressing employment eligibility, employment verification, and nondiscrimination. Consultant shall verify the identity and employment eligibility of all employees who perforni wvork under this Agreement. Consultant shall complete [lie l.mploymettt Eligibility V.-ification Form (1-9). maintain photocopies of all supporting emplo\nlent eligibility and identity documentation for all employees. and upon request,provide City with copies of all 1-9 forms and supporting eligibility documentation for each employee who performs work under this Ag14ement. Consultant shall establish appropriate procedures and controls so that no wen ices will be performed by any employee who is not legally eligible to perfor111 such services. Consultant shall provide City with a certification letter that it has complied with the verification requirements required by this Agreement. Consultant shall irademnify City from any penalties or liabilities due to violations of this provision. City sh,'.11 have the right to immediately terminate this Agreement for violations ofthis provision by Consultant. 29, Informal Dispute Resolution. L-xcept in the event of termination pursuant to Section 4.2, if either-City or Consultant has a claim, dispute,or other ttlalter in question for breach of duty,obligations.services rendered or any warranty that arises under this Agreement. the parties shall first attempt to resolve the niatter through this,dislaulc rescslution process. The disputing party sliall notify the other parry in writing as soon as practicable after discoveritrg the claim, dispule,or breach, The notice shall state the nature of the dispute and list the party's specific reasons for such dispute. Within len(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 Agreement. If the parties fail to resolve the dispute within sixty(60)days of the date of receipt of the notice of the dispute,then[lie parties may submit the matter to non-butding mediation in Tarrant County, Texas. upon ",t-itten consent of authorized representatives of both parries in accordance with the Industry Arbitration Rules of the Arnerican Arbitration Association or other applicable rules governing mediation then in effect. The mediator shall be agreed 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 part),shall have the right to exercise any and all remedies available under law regarding the dispute. Notwithstanding the face that the parties may be allempling to resolve a dispute in accordance with this informal 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. I=ither party may. before or during the exercise of the informal dispute resolution process set forth herein. apply to a court halving jurisdiction for a temporary restraining order or preliminary injunction where such relief is necessary to protect its Interests 30. Reporting Recluirements. For purposes of 11111, section,the wards below shall have the Following meaning Child shall mean a person under the age of 18 years of age. Childpor-nogr-aplrt-means an image of a child engabitlg fl1 sextl:rl conduct or sexual performance as defined by Secoun 43,25 of the Texas Penal Codc. Crimpifiev inemis an electronic, magnetic, optical, 0cetro,:1lrrn1c.al, or otilci high-speed data processing device that perfonnR logical. arithmetic_ or memory funclions bN [lie rnampith tions of electronic or magnetic impulses and includes all infsttlL ocrtput,processing,storage_or comniunic.jtton facilitic:, that are connected or related to the device- Total Resource management,]nc, %I e 1,. 0102 Maximo tlosoneand Iechnical Services page 9 of 10 Rev, 11121714 City Secretary Contract No. Corrilrurer 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 iepurt must include [lie[tante and address of (lie 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 andor civil penalties. 3l. Suture Authority. The person signing this agreement hereby warrants that he'she has the legal authority to execute this agreement oil behalf of tine respective parry, and that such binding authority has been granted by proper order, resolution, ordinance or other authorization of the entity. This Agreement, and any amendntent(s) hereto, may be executed by any authorized representative of Consultant whose name,title and signature is affixed on the Verification of Signature Authority Foran, which is attached hereto as Exhibit "E" and incorporated herein by reference. Each party is fully entitled to rely on these warranties and representations in entering into this Agreement or any amendment hereto. 4 32. Subscription Agreenieut for Hostine Services. Consultant and City are entering into a Subscription Agreement ("Subscription Agreement") For hosting Services, which is attached hereto as Exhibit"F"and incorporated herein by reference. Executed in multiples this theta`-v day of- ,20 Its AGREE©: AGREED: CITY OFF RT WORTH; Total Resou gement,Int. r By: By' — --- Fernando Costa Gari -R. Bennett Assistant City Manager President&CEO Date: '�` / Hate: 1 aol_3 ATTES 8 � ATTI F.- By. c -1 By-, -- - - Mary Kayser .lagadisa 61 51�i►akun r City Secretary � S " Secreta &CTO APPROVED EGALLTY: By: Jessica Sa gasIng Assistant City ttorney 11 CONTRACT.%U THORIZATION; NI&C: (�- 1-1341 Date Approved: OFFiCIAL RECORD CITY SECRETARY iota!Resource Management,Inc. FT WORTH, TX RFP 15-0102 Maximo[instinF and t echnicat Services Nage 10 of 10 Rev_1112014 City Secretary Contract No. EXHIBIT A STATEMENT OF WORK This scope of work includes references to RFP 15-0102 and the Consultant's response to the RFP,both of which are appended to this Exhibit and incorporated with the following order of precedence with respect to interpretation of the scope of services and the funetionality and architecture to be delivered: The description of tasks and functionality in this Statement of Work mid any amendments thereto • The descriptions of tasks,architecture and functionality in RFP 15-0102 • The description of tasks, including responsible resources,and the descriptions of architecture and functionality in the Consultant's"Option 2"response to RFP 15-0102 as clarified in Consultant's responses to the City's questions Consultant will work under the direction of the City's designated Program Manager,Brio Services, LLC. Design. Set-up, and Testing of]tested En%irons ient Task H L Documentation Provide a drawing and documentation of the architecture of the hosted environments,including documentation of the security and failover services to be provided, The documentation is required for each environment (Development,Production,and Test/Train)and must be detailed enough to support the development and deployment of interfaces to applications running on the City's network. Task H2. Setup Install the Microsoft SQL Server database and application software in the hosted environments. This includes configuring the Maximo environments to work with Active Directory,the mail server and the document store in a fashion that supports the use of the active directory name as the personid and user name(and Active Directory authentication). This also includes loading the Department's Maximo 5.2 data into the Maximo 7 Development environment(either by upgrading the current system or migrating the data to newly installed software).This is an initial load to support the development process and should be completed in conjunction with the installation of the Development environment software. This also includes procurement and installation of the IBM Spatial and Jayu software proposed in Option 2 of the response to RFP 15-0102. The Consultant will provide the City with Proof of Ownership statements from the software vendors specifying the quantity of licenses owned and the annual maintenance fees. The cost of this software and the annual maintenance fee payable the year following procurement are included in the not to exceed amount of this contract and are to be invoiced by Consultant in accordance with Exhibit B. Task H3. Hosting and Related Technical Support for the System Upgrade and Expansion Process In support of the system upgrade and expansion process,provide ongoing hosting of the environments,including general operations,back-up and recovery including retention of backups for at least twelve(12)months,software patches and upgrades,and responses to system outages and other technical issues that are the host's responsibility. 'Technical Services for Intearf'ace Development and System Upgrade and Lxpatlsioll Task Tl. Development and Execution of Configuration N4i-ration Plan All configurations will be developed and unit-tested in the Development environment and them propagated to Test/Train and Production according to a formal configuration migration plan. This includes basic database-driven configurations completed by the City(e.g.,classifications,resources,organizational settings,domains,saved queries,start centers,security)and basic application screen modifications. It also includes technical configurations completed by the Consultant(e.g..interface configurations,complex reports, and complex database or application configuration with which the City requires assistance). Total Resource Management,inc. RFP 15.0102 Maximo Hosting and Technical Services Exhibit A Page 1 of 11 Rev.1111014 City Secretary Contract No. The Consultant will develop a Configuration Migration Plan that addresses all the configurations documented in the Comprehensive Configuration Plan and describes how each will be moved from the Development environment to the Test and Production environments. This may include a combination of tactics such as Migration Manager,data loading,and loading of application XML. The Consultant will deliver a first draft of the Configuration Migration Plan and will meet with Brio and the City to review and refine the plan. The plan will specifically identify the migration technique to be used for each configuration in the Configuration plan, including the responsibility for preparing a migration package(if applicable)and executing the migration. The Configuration Migration plan will also prescribe the sequence of migration and verification activities. Cance the City's Protect Manager signs off on the Configuration Migration Plan, the Consultant will build migration packages in accordance with the plan and will test and verify the migration process(migrating configurations to the Test environment)prior to the fust round of user acceptance testing. Migrations will then proceed in accordance with the plan. It is assumed lhat City personnel will be responsible for executing the majority of the migration process once it has been verified except that the Consultant will be responsible for building migration packages associated with the interfaces and other complex configurations developed by the Consultant. Milestone T1.1. First Draft of Configuration Migrotion Plan Delivered, Rndewed with Project Team.and Accepted hY the City Milestone 71?. Test Environment Beady for User Acceptance Testing Prior to First Go-live(Configuration Migration Plan Successfully Executed kv Consultant and Verified ed kv Project Team) Milestone T1.3.Final Configuration Migration Plan Delivered(incorporating all Configurations for which the Con.sullaw is Responsible) Task T2. Technical Protocol and Schedule for Data Refreshes from Production The asset and transactional data in the Test/Train and Development environments may periodically be refreshed from Production. Such refreshes must be coordinated with refreshes of the integrated environments(GIS, FireHouse,SunGard,and CRM). The Consultant will develop and deliver a written protocol for the refresh process from Production. The first time that the City wishes to execute a refresh,the Consultant will execute the process of refreshing the Maximo data while City technical personnel observe. City personnel will execute the corresponding refreshes of the GIS,CRM, SunGard,and Firehouse data as indicated in the written protocol,either immediately in advance of or in conjunction with the refresh of the Maximo data. After the Consultant has successfully completed the first refresh of data from Production(and updated the documentation if needed),City personnel will assume responsibility for the refresh process. Milestone T2.1. Written Protocol for Data Refresh from Production Delivered to and Accepted by the City Milestone T2.2. Refresh Process Successfullj,Completed and Demonstrated to the City(and Updated Documentation Delivered frNeeded) Task T3. Design and Build GIS Goodatabase interface (GIS Data Integration) Consultant will design and implement an interface utilizing the IBM Spatial module and associated cron task. The new interface must utilize the Tivoli Integration Framework and otherwise conform to IBM's requirements for integration to Maximo 7. The City Water Department uses Esri products to maintain its geodatabase and will continue to do so. The City Water Department is willing to entertain modifications or extensions to its Esri geodatabase editing tools and its editing processes but expects the Consultant to identify assumptions related to the GIS editing environment in the response to this solicitation. Total Resource Management,Inc. RFP 15-0102 Maximo Hosting and Technical Services Exhibit A Page 2 of 11 Rev.1112014 City Secretary Contract No. The City Water Department and Brio will prepare detailed documentation of data flow and functional requirements for the interface between the geodatabase and Maximo. This documentation will expand upon the conceptual requirements in RFP 15-0102 and will include sample records or record layouts and process flow diagrams. The Consultant will review this documentation and meet with the Project Team to review and finalize the requirements document. The Consultant will then prepare and deliver a detailed interface design document that,at a minimum,provides for the following integration points: ■ Inserts and updates of Maximo Asset and Asset Specification records from the GIS,including but not limited to updates of Status,associated service address,and installed Location and associated location history records and the option of automatically generating location description from the specification values;the design will use Maximo asset specifications rather than custom fields on the asset table to achieve integration with GIS attributes that do not correspond to standard Maximo asset fields. • Inserts and updates of Maximo Location and Location Specification records from the GIS, including but not limited to updates of Status and associated service address,and the option of automatically generating location description from the specification values; the design will use Maximo location specifications rather than custom fields on the locations table to achieve integration with GIS attributes that do not correspond to standard Maximo location fields. • Updates of Maximo Asset and Location Status values triggered by the absence of the corresponding feature in the GIS feature class(due to feature deletion or movement of the feature to a retirement feature class) Updates to the value of the linked feature class of a Maximo asset or location for which the corresponding feature has been moved from the original feature class to a retired feature class. (Consultant may assume that each feature class that is linked to the Maximo asset or location object will have a single corresponding retired feature class with the same name in the GIS Archival data set.) • Inserts and updates of Maximo service address records from the GIS(specifically,from a view of multiple parcel polygon layers that carry address attribution),and updates of service address status to reflect absence of the corresponding feature in the GIS. • Automatic generation of work order point features based on the centroid of the work order asset,service address or location. • Avai ability of a specified subset of the Maximo Work Order and Work Order Specification values as GIS attributes in feature class(es)representing work orders(accessible by external GIS applications) The document will address both sides of the interface and will include,at a minimum: • Maximo database configurations,citing the object(s)to be added or modified, the details of the attributes) added or modified,the details of relationships added or modified,the functional impact of each configuration(i.e_what it does),and the business reason(s) for the configuration(i,e.,why it is needed and how it supports the functional requirements). • GIS database configurations,citing the feature classes to he added or modified,the details of the attributes and/or domains to be added or modified, views to be added or modified,the functional impact of each configuration(i.e., what it does),and the business reason(s)for the configuration(i.e.,why it is needed and how it supports the functional requirements). • GIS editing tools to be added or modified,including the specific functionality to be provided,and explanation of why it is needed,and implications for the data maintenance process. • The details of the data transmission mechanism,including the approach to error handling and verification that data has been transmitted. 41 Interface testing plan, including scenarios to be tested and methods for verifying interface functionality. The Consultant will meet with the Project Team to present the design,discuss potential impacts on core system functionality,and resolve issues that may be identified by the Project Team Total Resource Management,Inc. RFP 15-0107 Maximo Hosting and Technical Services Exhibit A Page 3 of 11 Rev.11/2414 City Secretary Contract No. Once the City signs off on the interface design and testing plan,the planr_ed configurations will become pan of the Comprehensive Configuration Plan. The Consultant will then develop and unit-test the documented configurations for the interface. If modifications to the configuration are required during the development and unit-testing process,the{Consultant will report such modifications to Brio and will submit appropriate updates to the documentation for(lie Comprehensive Configuration Plan. The Consultant will propagate configurations to the testing environment in accordance with the Configuration Migration Plan.The Project Team will then test the interface and report issues in accordance with the testing plan. The Consultant will correct issues as needed until the interface operates according to specifications. When the City signs off on the interface,the Consultant will migrate the configurations to the Production environment. If this process occurs prior to the Field Operations Division's transition from Maximo 5.2 to Maximo 7,the Consultant will leave the configurations in an inactive status and will activate the interface at the time the Field Operations Division goes live in Maximo 7. Milestone T3.L City Receives and Signs off on Documentation of the Interface Design and Testing Plan Milestone T3.2. Interface is developed and)Unit-Bested in the Development Environment and Propagated 10 the Testing Environment(Ready for Testing by the City Water Department) Milestone T3.3. City Completes Interface Testing and Signs off on the Functionality(Ready for Migration to Production) Task T4. Design and Build Map Application Functionality(GIS Application Integration) The City Water Department and Program Manager will prepare detailed documentation of the functional requirements to be supported by the map application(including the Core Functional requirements described herein and applicable additional functionality based associated with the agreed-t*approach).This documentation will expand upon the conceptual requirements in this solicitation.The Consultant will review this documentation and meet with the Project Team to review and finalize the requirements document. The Consultant will then prepare and deliver a detailed application and integration design document. The document will include,at a minimum; ■ GIS application and map design + G1S operationallarehitechiral regniremews • Core Maximo configurations • Set-up and configuration of the IBM Spatial software module or and ActiveG layu product. + Integration testing plan,including scenarios to be tested and methods for verifying functionality. The design will accommodate up to 30 different work order layers representing the results of definition queries based on work order status,ownership,work type,classification,and other attributes. The design will include the provision/assurance of Spatial functionality,including but not limited to the Map tab and the map invocation menu options,to the Maximo application screens and out-of-the-box fields used to manage assets,locations and work orders,including but not limited to the Quick Reporting,Everyplace,and Activity management applications as well as the work order tracking,asset,and location applications. The Consultant will meet with the Project Team to present the design,discuss potential impacts on core system functionality,and resolve issues that may be identified by the Project Team. Once the City signs offon die interface design and testing plan,the planned configurations will become part of the Comprehensive Configuration Plan, Total Resource Management,tic. RFP 15-0102 Maximo Hosting and Technical Services Exhibit A Page 4 of 11 Rev.11/2014 City Secretary Contract No. The Consultant will then develop and unit-test the documented configurations for the interface. If modifications to the configuration are required during the development and unit-testing process,the Consultant will report such modifications to the Brio and will submit appropriate updates to the documentation for the Comprehensive Configuration Plan. The Consultant will propagate configurations to(fie testing environment in accordance with the Configuration Migration Plan.The Project Team will then test the interface and report issues in accordance with the testing plan, The Consultant will correct issues as needed until the interface operates according to specifications. When the City signs off on the interface, the Consultant will migrate the configurations to the Production environment. If this process occurs prior to the Field Operations Division's transition from Maximo 5.2 to Maximo 7,the Consultant will leave the configurations in an inactive status and will activate the interface at the time the Field Operations Division goes live in Maximo 7. Milestone T4.I. Cit),Receives and Signs offon Docunientalion of the Inimfare Design and Testing Plan Milestone T4.2. Interface is developed and Unit-rested in the Development Environment and Propagated to the Testing Environment(Readyfi2r Testing ky the City Water Department) Milestone T4.3, Ci{v Completes Interface Tesling and Signs riff on the Functionalitv(Ready for Migration to Production) Task TS. D_-sign and Build CRM Interface The City Water Department is upgrading its PeopleSoft CRM to the Oracle Cloud CRM software. In conjunction with this upgrade, the City Water Department and Brio will prepare detailed documentation of data flow and functional requirements for the interface between the Oracle Cloud CRM and Maximo. This documentation will expand upon the conceptual requirements in RFP 15-0102 and will include sample records or record layouts and process flow diagrams. The documentation will also include requirements for a phased activation of the case types handled by the interface(to accommodate different go-live schedules for different responsibility centers). The Consultant will review this documentation and meet with the Project Team,including City resources responsible for designing and developing the CRM side of the interface,to review and finalize the requirements document. The Consultant will then prepare and deliver a detailed interface design document for integrating Maximo with the Oracle Cloud CRM Software to which the current PeopleSoft CRM is being upgraded. The document will address the Maximo side of the interface and will include,at a minimum: • Maximo database configuratious,citing the object(s)to be added or inudifaed,the details of the attribute(s) added or modified, the details of relationships added or modified, the functional impact of each configuration(i.e.,what it does),and the business reason(s) for the configuration(i.e.,why it is needed and how it supports the functional requirements). • Maximo classifications,specification attributes,domains and/or resources to be added or modified to support the interface. • The details of the data transmission mechanism on the Maximo side of the interface, including tale approach to error handling and verification that data has been transmitted. • Interface testing plan,including scenarios to be tested and methods for verifying interface functionality. The interface design will,at a minimum,provide the following functions: • Insert Maximo work orders to correspond to certain types of CRM cases. • Transmit updates from CRM-linked work orders including,but not limited to,comments and resolution date. • The City will be responsible for designing and developing the CRM side of the interface and will provide Consultant with a design document addressing the message content and data transmission mechanisms for the CRM side of the interface. The City's CRM interface resources will work with the Consultant to coordinate the interface design effort. Total Resource Management,Inc, RFP 15-0102 Maximo Hosting and Technical Services Exhibit A Page 5 of 11 Rev.11/2014 City Secretary Contract No. The Consultant will meet with the Project Team to present the design for the Maximo side of the interfaces,discuss potential impacts on care system functionality,and resolve issues that may be identified by the Project Team. Once the City signs off on the interface design and testing plan for the Maximo side of the interface,the planned configurations will become part of the Comprehensive Configuration Plan, The Consultant will then develop and unit-test the documented configurations for the Maximo side of the interface. If modifications to the configuration are required during the development and unit-testing process, the Consultant will report such modifications to Brio and will submit appropriate updates to the documentation for the Comprehensive Configuration Plan. The Consultant will propagate configurations to the testing environment in accordance with the Configuration Migration Plan.The Project Team will then test the interface and report issues in accordance with the testing plan. The Consultant will correct issues as needed until the interface operates according to specifications. When the City signs off on the interface,the Consultant will migrate the configurations to the Production environment. If this process occurs prior to the Field Operations Division's transition from Maximo 5.2 to Maximo 7,the Consultant will leave the configurations in an inactive status and will activate the interface at the lime the Field Operations Division goes live in Maximo 7. Assumptions: • Prior to the development of the CRM interface to Maximo 7.6,the City will have developed an interface between the Oracle Cloud CRM and Maximo 5.2 using one or more interface tables. • The City will update the CAM side of the interface procedures that were developed for Maximo 5.2 to handle the updated interface tables)for Maximo 7.6. • The City is responsible for populating CRM data into the interface table(s),and the Consultant is responsible for bringing data from the interface table(s)into Maximo 7.6. • The Consultant is responsible for populating Maximo data into the interface table(s),and the City is responsible for bringing data from the interface table(s)into the CRM, Milestone T5.L City Receives and Signs off on Documentation of the Interface Design and Testing Plan Milestone T5.2.Interface is developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the City Water Department) Milestone T5.3. City Completer Interface Tesling and:Signs off an the Functionality(nearly for Migration to Production) Task TG. Design and Build FireHouse Interface The City Water Department and Program Manager will prepare detailed documentation of data flow and functional requirements for the interface between the FireHouse Fire Records Management System and Maximo. This documentation will expand upon the conceptual requirements in RFP 15-0142 and will include sample records or record layouts and process flow diagrams. The Consultant will review this documentation and meet with the Project Team to review and finalize the requirements document. The Consultant will then prepare and deliver a detailed interface design document. The document will address both sides of the interface and will include,at a minimum: • Maximo database configurations,citing the object(s)to be added or modified,the details of the attributes) added or modified,the details of relationships added or modified,the functional impact of each configuration(i.e., what it does),and the business reason(s)for the configuration(i.e.,why it is needed and how it supports the functional requirements). • Maximo classifications,specification attributes,domains and/or resources to be added or modified to support the interface. Total Resource Management,Inc. RFP 15.0102 Maximo ttasting and Technical Services Exhibit A Page 6 of 11 Rev.11,/2014 City Secretary Contract No. * FireHouse database configurations,citing the object(s)to be added or modified,the details of the attributes and/or domains to be added or modified,the details of relationships to be added or modified, the functional impact of each configuration(i.e.,what it does),and the business reason(s)for the configuration(i.e.,why it is needed and how it supports the functional requirements). * The details of the data transmission mechanism,including the approach to error handling and verificalion that data has been transmitted. * Interface testing plan, including scenarios to be tested and methods for verifying interface functionality. The Consultant will meet with the Project Team to present the design,discuss potential impacts on core system functionality,and resolve issues that may be identified by the Project Team. Once the City signs off on the interface design and testing plan, Vie planned configurations will become part of the Comprehensive Configuration Plan. The Consultant will then develop and unit-test the documented configurations for the interface. If modifications to the configuration are required during the development and unit-testing process,the Consultant will report such modifications to Brio and will submit appropriate updates to the documentation for the Comprehensive Configuration Plan. The Consultant will propagate configurations to the testing environment in accordance with the Configuration Migration Plan.The Project Team will then test the interface and report issues in accordance with the testing plan. The Consultant will correct issues as needed until the interface operates according to specifications. When the City signs off on the interface.the Consultant will migrate the configurations to the Production environment. If this process occurs prior to the Field Operations Division's transition from Maximo 5.2 to Maximo 7,the Consultant will leave the configurations in an inactive status and will activate the interface at the tune the Field Operations Division goes live in Maximo 7, Milestone T6.I. City Receives and Signs off on Documentation of the Interface Design and Testing Plan Milestone T6.2. Interface is developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready_Jar Testing by the City Wafer Department) Milestone T6.3. City Completes Interface Testing and Signs off on the Functionality(Ready for Migration to Production) Task T7. Design and Build SunGard Interface The City Water Department and Brio will prepare detailed documentation of data flow and functional requirements for the interface between the SunGard billing system and Maximo. This documentation will expand upon the conceptual requirements in RFP 15-0102 and will include sample records or record layouts and process flow diagrams. The Consultant will review this documentation and meet with the Project Team to review and finalize the requirements document. The Consultant will then prepare and deliver a detailed interface design document. The document will address both sides of the interface and will include,at a minimum: • Maximo database configurations,citing the object(s)to be added or modified,the details of the attribute(s) added or modified,the details of relationships added or modified,the functional impact of each configuration(i.e.,what it does),and the business reason(s)for the configuration(i.e., why it is needed and how it supports the functional requirements). Maximo classifications,specification attributes,domains and/or resources to be added or modified to support the interface. • SunGard database configurations,citing the object(s)to be added or modified,the details of the attributes and/or domains to be added or modified,the details of relationships to be added or modified, the functional Total Resource Management,Inc. RFP 15-0102 Maximo Hosting and Technical Services Exhibit A Page 7 of 11 Rev.11./2014 City Secretary Contract No. impact of each configuration(i.e.,what it does),and the business reason(s)for the configuration(i.e.,why it is needed and how it supports the functional requirements). • Descriptions of any intermediary products utilized in the interface and configurations required. • The details of the data transmission mechanism,including the approach to error handling and verification that data has been transmitted. • Interface testing plan,including scenarios to be tested and methods for verifying interface functionality. The Design will,at a minimum,provide the following functions: • Insert work order records in Maximo for certain types of SunGard work orders covering meter service activities, including references to the appropriate SunGard location and meter(passed to Maximo as location and asset values) • Update of SunGard work order status,comments,and completion date based on updates to a corresponding Maximo records • Insert of SunGard work order record for certain types of Maximo records[hat were inserted in Maximo by the CRM interface • Insert in SunGard of work-related meter readings,meter asset changeout,meter asset removal,and meter asset installation details captured in Maximo The Consultant will meet with the Project Team to present the design,discuss potential impacts on core system functionality,and resolve issues that may be identified by the Project Team. Once the City signs off on the interface design and testing plan,the planned configurations will become part of the Comprehensive Configuration Plan. The Consultant will then develop and unit-test the documented configurations for the interface.If modifications to the configuration are required during the development and unit-testing process,the Consultant will report such modifications to Brio and will submit appropriate updates to the documentation for the Comprehensive Configuration Plan. The Consultant will propagate configurations to the testing environment in accordance with the Configuration Migration Plan.The Project Team will then test the interface and report issues in accordance with the testing plan. The Consultant will correct issues as needed until the interface operates according to specifications. When the City signs off on the interface, the Consultant will migrate the configurations to the Production environment. if this process occurs prior to the Field Operations Division's transition from Maximo 5.2 to Maximo 7,the Consultant will leave the configurations in an inactive status and will activate the interface at the time the Field Operations Division goers live in Maximo 7. Milestone T7.1. City Receives and Signs of]''on Documentation ofthe Interface Design and Testing Plan Milestone T7.2.Interface is developed and Unit-reseed in the Development Environment and Propagated to the Tesling Environment(Ready for Testing bi,the City Water Department) Milestone T7.3, City Completes Interface Testing and Signs off on the Functionality(Ready for Migration to Production) Task T8. Develop Tools to Load Plant Inventory, Asset and Work Order Data, and Support Initial Use of Maxima 7 Production Environment The Consultant will design integration objects and related configurations, including source data templates,to support the import of treatment plant asset and work order records and to support the import of inventory items, standard costs and quantities on hand at the Village Creek warehouse.This includes the import of asset specification records for plant asset classifications that the City Water Department will document in the Comprehensive Configuration Plan. The integration configurations must be robust enough to support automatic generation of asset descriptions during the load(s)of specification attributes. "total Resource Management,Inc. RFP 1"102 Maximo Hosting and Technical Services Exhibit A Page 8 of 11 Rev.11/2014 City Secretary Contract No. The City Water Department will extract the plant asset and work order data from the TMA system and will extract active inventory data for the Village Creek warehouse.The City Water Department will scrub and assemble the data into data loading template formats prescribed by the Consultant. The Consultant meet with the Project Team to review the design documentation and provide instructions for organizing the source data, including requirements for field lengths and types as well as restrictions on the use of special characters. Once the City Water Department signs off on the design and the documentation is incorporated into the Comprehensive Configuration Plan, the Consultant will develop the data loading configurations in the Development environment. The City Water Department will assemble a sample set of source asset and wort;order records(no more than 100 each),and the Consultant will load these into the Development environment,refining the configuration and associated documentation as needed. The City Water Department will be responsible for correcting issues with the source data_ Once the sample data set has loaded successfully, the Consultant will migrate the configurations to the Test environment. The City Water Department will then load the sample data set to the Test environment. The Consultant will modify the configurations and documentation as needed to ensure that the data loads as specified. The Consultant will migrate the data loading configurations to the Production environment. The City Water Department will then take responsibility for loading its treatment plant asset records. Once the City Water Department and Consultant complete the configurations and dant loading necessary for the first division to go live in Maximo 7(anticipated to be the Water Reclamation Division),the Consultant will participate in a go-live planning session. The Consultant will provide troubleshooting assistance for the first two weeks that the Production environment is operational and in use, in accordance with the initial go-live plan. If issues are discovered with configurations or processes developed by the Consultant,the Consultant will refine configurations and update documentation as needed to resolve the issues. Milestone T8.L Plant Inventory,Asset and Klork Order Data Loading Cor7Tguration Design Submitted and Accepted by the City Water Department Milestone T8.2.Plant Inventory,Asset and Work Order Data Loading Configurations Completed and Migrated to Test Environment, and Sample Sed of"Plant Asset Records Loaded Successfulit,in Test Milestone T8.3. Maximo 7 Production Environment Live fnrJirst.Set of Users, and Consultant has Resolved Issues discovered during Go.Live related to Configurations for which Consultant is Responsible Task T9. Integrated System Testing Prior to Field Operations Cutover,the Consultant will participate in an integrated system test that includes the data migration process and all configurations and interfaces(in the Test environment).. Prior to the testing process,the City Water Department will provide a test plan and issue management protocol.The Consultant will review and comment on this plan and protocol,and all parties wil I mutually agree on the plan and protocol prior to the test. If issues are discovered with configurations or processes developed by the Consultant, the Consultant will refine configurations and update documentation as needed to resolve the issues. Milestone TV.1.Integrated System Testing Successfully Completed Task T 10, Work Order Detail and Cost Reports The City Water Department will provide specifications for desired changes to the work order detail report,which may include the display of data associated with the work order itself as well as the work order assets and asset Total Resource Management,Inc. RFP 15-0102 Maximo Hosting and Technicai Services Exhibit A Page 9 of 11 Rev.11/2014 City Secretary Contract No. specifications,location and location specifications,parent or originating record,child or task work orders and specifications,work order logs,planned or actual transactions,and estimated or actual costs. The City Water Department will provide a standard logo(image file)to be used in the report header.The Consultant will modify the out-of-the-box work order detail report according to the specifications and will set up the standard logo to be the default header for all reports. The Project Team will provide feedback if the Work Order Detail report does not meet specifications,and the Consultant will modify the report as needed to meet the specifications. The.Consultant will deliver the final report file,and the City Water Department will register the report. The City Water Department will provide specifications for a cost report that can be nut for a selected set of assets or locations. The purpose of the report is to allow users to analyze life cycle costs for an asset,group of assets, location,or group of locations.Parameters for the report are anticipated to include work types,ownership, transaction date ranges,cost types(work order labor,work order material,work order tools,purchases, original purchase price),and work classifications.The Consultant will develop this cost report according to the specifications (and using the standard logo in the header). The Project Team will provide feedback if the cost report does not meet specifications,and the Consultant will modify the report as needed to meet the specifications. The Consultant will deliver the final report file,and the City Water Department will register the report. Milestone T10.1. Modified Work Order Detail Report Delivered and Accepted Milestone T10.2. Cost Repori Delivered and Accepted Task TI 1. Develop Tools and Protocol to Migrate Field Operations Data and Support Cutover The Field Operations Division will continue using Maximo 5.2 until all the Maximo 7 interfaces are ready for Production, It is anticipated that the Water Production and Wastewater Treatment divisions will already be using the Maximo 7 Production environment by the time Field Operations cuts over_ For this reason, it will be necessary to migrate the Field Operations data into an operational Production environment. This includes inventory data,job pians,PM rules,routes,assets,locations,work orders,work order transactions and failure details,purchase orders and PO lines,assets,measurements points,and measurements. (The majority of locations currently in Maximo are service premises and street segments imported from the GIS; these may be loaded to the Production environment in conjunction with the deployment of the GIS interface or may be converted from Maximo 5.2 for the initial load.) Although the Consultant will load and/or upgrade the Field Operations data into the Development environment as part of the initial installation of the Maximo 7 software,there will be numerous changes and additions to the work order and inventory records between this initial set-up and rile Field Operations go-live,and there will he some changes to PM rules(e.g., iteration numbers). There may also be modifications to job plans and PM strategy. The Consuttant will develop a strategy for migrating this data into the Production 7 environment in a fashion that minimizes impact on the divisions that are already using that Production environment. If the strategy requires the development of integration objects or other configurations,the Consultant will document these designs. The Consultant will document the planned migration process include processes for error handling and verification. The Consul tent will meet with the Project Team to present,review and refine the design documentation. After the City Water Department signs off on the documentation and incorporates relevant portions in the Comprehensive Configuration Plan,the Consultant will develop the necessary tools and configurations and will test the migration process in the Development environment. The Consultant will then migrate the necessary tools and configurations to the Test environment and will demonstrate the migration process to the Project Team. The Project Team will verify the migration in Test. The Consultant will refine the tools and configurations and update documentation as needed until the data are migrated successfully to the Test environment. After the City Water Department signs off on the migration tools and process,the Consultant will prepare a detailed cutover plan for Field Operations,including all steps that will be taken to move the Field Operations Division from Maximo 5.2 to the Maximo 7 Production environment while transitioning the existing Firel-louse and CRM 'total Resource Management,Inc RFP 15-0102 Maximo Hosting and Technical Services Exhibit A Page 10 of 11 Rev.11/2014 City Secretary Contract No. interfaces to the new 7 versions and activating the GIS and"SunGard interfaces. The Consultant will meet with the Project"Team to review and refine the plan and determine who will be responsibic for each step. The Consultant will assist with the cutover to Production in accordance with this plan. At a miaaimum, this assistance will include participation in a cutover rehearsal in the Test environment and the actual cutover to Production. The Consultant will execute the technical aspects of the cutover process. The City Water Department will execute basic system administration of Maximo 5.2 i.n support of the process(e.g.,scheduling the outage, blacking application access)and will assist with verification of the migrated data. Milestone TT 1.1. Design of Field Operations Data Migration Process and Tools Submitter!and Accepted by City Yater Department Milestone 711.2.Field Operations Data Migration Process Developed and Successfully Completed in the Test Environment Milestone T11.I Field Operations Cutover Plan Submitted and Accepted Milestone T11.4. Field Operations Cutover to Production Complete Task T12. Mobile Pilot and General Technical Consulting This includes one or more sub-tasks for which Brio,the City and Consultant will negotiate specific scopes and not- to-exceed accounts based on the hourly rates included in Exhibit B. Additional scope of services and compensation must be agreed to in writing through an amendment to this Agreement. Consultant will not proceed with work on a subtask except at the discretion of the City and upon formal notice to proceed by the City's Project Manager.The Consultant will work under the direction of Brio. Activities may include,but are not limited toy • Evaluate mobile work and inventory management requirements and recommend hardware and software alternatives • Configure one or more potential software solutions for mobile work or inventory management • Design and develop complex technical configurations • Design and develop reports • Assist with general troubleshootinb • Provide general technical assistance to City Water Department System Administrators Supporting Documents Attached are RIP 15-1020102 and the Consultant's response to RFP 15-0102,including clarifications,which are referenced by the foregoing statement of work. Total Resource Management,Inc. RFP 15-0102 Maximo Hosting and Technical5ervices Exhibit A Page 11 of 11 Rev.11/2014 FORTWORTH,, RFP 15-0102 Hosting and Technical Services for Fort Worth Water Utility Migration to Maximo 7 Register your firm's interest in this procurement by sending an email to eryck.walkerg@forthworthtexas.gov. The subject line of the email should say"RFP 15-0102 Fort Worth Water Utility Migration to Maximo 7—Registration". Include the name of your firm and a contact name and phone number in the body of the email. Please verify that your Firm meets the minimum requirements of this solicitation (bottom of this page)prior to registering. Direct Questions to:eryck.waIker forthworthtexas. ov. All questions are to be submitted via e-mail by 5:00 p.m.Central Standard Time, February 19,2015. The subject line of the email should say"RFP 15-0102. Fort Worth Water Utility Migration to Maximo 7—Questions".Questions received afterthe deadline may not be considered. Responses will be provided to registered solicitation holders via e-mail on or before February 26,2015. Electronic Responses Due:5:00'P.M. Central Standard Time,March 5,2015. Submit Responses to:eryck.walker@Pforthworthtexas.gov.The subject line of the email should say "RFP 15-0102 Fort Worth Water Utility Migration to Maximo 7—Submittal", Maximum Submittal File Size:3 MB. Minimum Requirements; Respondents must meet the following minimum requirements to be considered for this work: ■ If hosting services are proposed,the host must have at least three clients for whom Maximo 7 software is being hosted, and at)east one of these clients must have more than 100 users. • If technical services are proposed,the proposing firm must have completed at least three(3) Maxima 7 implementations, integration or upgrade projects in the last three(3)years,and these projects must have included interfaces to a utility billing system,customer relationship management system,and/or geographic information system. Submittals from respondents who do not meet these minimum qualifications will not be considered. Hosting and Technical Services for Fort Worth Water Department Maximo 7 1 RFA 15-0102 Table of Contents Introduction..,...............................................................................................................................................S ProjectOrganization..............................................................,........................................................... .7 Functional Requirements for the Re-implemented System.........................................................................9 WorkOrder Tracking.................................................................................................................................9 Planning,Scheduling and Assignment of Work Orders........................................................................9 Documenting Work Performed..........................................-.........,........................................................9 RequestingWork..................................................................... ......................,...........................,.......9 Preventive and Predictive Maintenance.........................................,........................,..............................10 InventoryManagement..........................................................................................................................10 Purchasing. ............................................................................................... ,.. . . .......................,...11 AssetManagement.................................................................................................................................11 Integration Requirements--........... .................................. ..................................... .............. ............12 CRM Integration with Maximo.......................... ............ ....... ...... ...................... .................. 13 FireHouse Integration with Maximo........................................................................................................14 GIS Integration with Maximo......... ....................................... ............................................. .......... ......14 CoreFunctionality Required ................................................................••••...........................................14 Additional Functionality that maybe considered...............................................................................16 GIS 4ntegratlon with SunGard CIS.,...... ................. ...........____...........................____...............___16 SunGard CIS Integration with Maximo.....................................................,........................,....................17 Financial System Integration...................................................................................................................17 Technical System Requirements......................................................................................................•..........18 Environments..........................................................................................................................................18 Performance and Access/Availability Criteria.........................................................................................18 Performance ..................................................................................................................18 Availability...........................................................................................................................................18 Application and Database Backup Requirements...................................................................................19 Users...........................................................,..,.........................................,......................,......................19 DataVolumes..........................................................................................................................................19 DatabasePlatforms.................................................................................................................................20 ClientDevices....................................................................................................................,.....................20 MobilePilot............................... ................................... ............,...........................................................20 Contract Scope and Pricing Hosting. ........................................................................................................21 Hosting and Technical Services For Fort Worth water Department Maxima 7 2 RFP 150142 Hosting Services Scope...................................................... ..............21 HostingTask H1. Documentation .......................................................................................................21 HostingTask H2.Setup...................................................................................................,...................21 Hosting Task H3.Hosting and Related Technical Support...............................................................,-.21 Hosting Task H4.Additional Technical Support..................................................................................21 HostingServices Pricing..........................................................................................................................21 Contract Scope and Pricing-Technical Services.........................................................................................21 Framework for Pricing,System Access and Communications,...... ................. ....... ........................_...2 1 Milestone-based Scope.......................................................................................................................21 ProjectManagement................................................................................, .. .....................................22 Comprehensive Configuration Plan........................................................................ ...........................22 web-based Meetings and Travel........................................................................................................23 Schedule and Task Numbering............................................................................................................23 Scope of Services and Associated Milestones............................................ ........ ............................. ...24 Task T1. Development and Execution of Configuration Migration Plan.............................................24 Task T2-Technical Protocol and Schedule for Data Refreshes from Production................................24 Task T3. Design and Build GIS Geodatabase Interface(GIS Data Integration)...................................25 Task T4. Design and Build Map Application Functionality(GIS Application Integration)...................26 Task TS. Design and Build CRM Interface..........................................................................................-27 Task T6. Design and Build FireHouse Interface...................................................................................29 Task T7. Design and Build SunGard Interface.....................................................................................30 Task T8. Develop Tools to Load Plant Inventory,Asset and Work Order Data, and Support Initial Use of Maximo 7 Production Environment............... ...............................................................................31 Task T9. Integrated System Testing...................................... ..........-.....32 Task T10.Work Order Detail and Cost Reports—.................................................... .........—........32 Task�371.1. Develop Tools and Protocol to Migrate Field Operations Dath and Support Cutover.......33 Task T12. Mobile Pilot and General Technical Consulting..................................................................34 Technical Services Pricing............................................................................. ........... ..,..........................34 ContractTerms..........................................................,.................................................................................35 City Standard Terms and Conditions............................................................., 35 AdditionalContract Terms......................................................................................................................35 Standard Hosting Services Agreement.... . .. ..................................... ............. ...................................35 Requirements for Access to the City and Department Networks and Applications...............................35 Halting and Technical services for Fort Worth'Water Department Maxima 7 3 RFP 15-9107 ProposalRequirements.................... ......................................................................................36 Typeof Response..............................................................,............................................................---......36 Singleor Multiple Contracts ...........................................-.......................................................................36 Tentative Schedule of Events..................................................................................................................36 Periodof Acceptance..............................................................................................................................36 TaxExemption......................................... . ............................ . ........................................................36 Cost Incurred in Responding. ................................................................................................................36 Negotiations............... ............................................ ............... ....... .................... ................. ................36 Contract Incorporation...........................................................................................................................36 Non-Endorsement................ ........................... ......................................................................................37 Unauthorized Communications........................................• ................................................................37 ProposalEvaluation Process_................................................................................................................37 Proposal Evaluation Factors....................................................................................................................37 VendorRegistration...................................................................,............................................................38 ProposalStructure............................................................... ......................... .................................39 Section 1 Executive Summary.................... ........................................................................................39 Section 2 Response to Scope,Schedule and Contract Requirements................................................40 Section 3 System Architecture............................ ...................... ..........,..........40 Section 4 Proposed Hosting Services and Master Agreement...........................................................41 Section S Proposed Project Team for Technical Services...................................................................41 Section 6 Company Experiences and References................... ........41 Section7 Cost Proposal.......................................................................................................................42 Appendix A. City's Standard Contract Terms, Conditions and Exhibits for Professional Services Agreements................................................................ ....I Hosting and 7e chnicaIServices for Fort Worth Water Department Maximo 7 4 RFP 15-0102 Introduction The City of Fort Worth Water Department provides drinking water,reclaimed water, and wastewater services to more than 1.1 million residents of the City of Fort Worth and surrounding communities. The Department's Field Operations Division maintains 3,563 miles of distribution lines ranging in size from 2 to 60 inches in 10 pressure planes,with approximately 18,000 hydrants and 41,000 valves.The division also maintains 3,519 miles of sewer lines in 9 major and 167 minor basins as well as the reclaimed water lines. Lines range from 4 to 96 inches, and there are approximately 58,000 manholes and junction chambers. The Water Quality Section works closely with Field Operations on responses to main breaks, SSOs and water quality complaints. The Engineering Division works closely with Field Operations on the capital improvement program for linear assets and likewise works with the Water Reclamation and Water Production Divisions on capital projects for the treatment plants and other facilities.The Water Reclamation Division operates and maintains the Village Creek Water Reclamation Facility,a 166 MGD conventional activated sludge treatment plant with contract O&M of biosolid s and heat recovery/energy production system. The facility produces 6 MGD of reclaimed water.The Water Production Division operates and maintains five surface water treatment plants that range in size from12 MGD to 200 MGD. The division also operates and maintains three raw water pump stations,21 finished water pumping stations, 26 water storage facilities,30 wastewater lift stations and 240 grinder pumps,58 wholesale water metering stations,and 36 wastewater metering stations. The Meter Services Section of the Business Services Division is responsible for service activation,meter maintenance, delinquency field services, management of retail meter reading by others, and in house reading of large meters and special meters, The Department deployed Maxima 5.2 in its Field Operations division in 2005. The division uses the Work Order Tracking, PM and Job Playas modules to plan,schedule and assign work. The warehouse manager uses the Inventory module to manage a large warehouse. Crews use Syclo running on laptop computers to document work performed,and Warehouse personnel use 5yclo on handheld units to count,stock and issue parts. The Maximo system is integrated with the City's FireHouse fire records management system and the Utility's PeopleSoft CRM, both of which generate work orders for Field Operations. The Field Operations' Maximo system has never been upgraded and was not extended to other divisions. The Water Reclamation and Water Production divisions manage their work using a combination of spreadsheets,the TMA system (running on a SOL Server database), and paper. The Meter Services section manages its work using the Department's SunGard billing system. As part of its continuous improvement efforts,the Fort Worth Water Department will be upgrading and expanding its Maximo asset and work management system.The Department will expand the technology to its treatment plants, pump stations, lift stations,grinder pumps,wholesale water and wastewater meters,and the Meter Services section and will upgrade the software to the latest version. At the same time,the Department will be pursuing two goals associated with strengthening its asset management program, The purpose of this solicitation is to retain the services of a software host and technical services provider to assist the Department with the expansion and upgrade of Maximo so that the technology can be used in the pursuit of these two goals: Hosting and Tedinicai Services for Fort worth Water Department Maximo 7 5 qF?15-0102 Goal 01:Standardize the prioritization process for asset rehabilitation and replacement projects using reliable data on failure risk,financial value,and other strategic considerations. Objectives include: • Provide accurate performance,cost,and condition data • Create a standard method for quantifying failure risk addressed by a project • Create a standard method for quantifying financial value of a project.Consider the net present value of the investment by comparing the anticipated project costs to projected benefits due to efficiency gains,cost avoidance(including costs associated with repairs and other potential costs of asset failure), potential for additional revenue collection, etc. + Coordinate the Water Department's needs with the needs of the Transportation and Public Works Department(responsible for street rehabilitation and replacement). Goal#2: Establish consistent work management practices across the department. Objectives include: ■ Develop and use a common vocabulary and common codes and classifications for work and asset management • Support all Water divisions'asset classes and modes of failure • Preserve existing preventive maintenance rules,asset hierarchies,and key performance indicators that have been developed in Maximo 5.2,and incorporate data from other maintenance management systems to the extent practical • Improve procedures where practical, including job casting, material tracking, etc. As part of an ongoing effort to evaluate the potential for strategic outsourcing to improve level of service and/or reduce costs,the Department is considering migration to a hosted solution for its Maximo asset and work management system. The desired outcome of this solicitation is the selection of a Technical Services Provider and Hosting Services provider to work under the direction of the Water Department's Program Manager for the re- implementation(upgrade and expansion)of the Maxima system. Throughout this document,"Maximo 7" is used to refer to the upgraded version of the Maximo software. The Department expects to upgrade to the latest version of the software that is available at the outset of the project and to subsequently apply upgrades as part of routine software maintenance. Hosting and Technica[Serwces dor Fort worth Water Department Maximo 7 RFP 1"102. Project Organization The Maximo upgrade and expansion (and possible migration to a hosted environment)will be conducted by a project team as depicted below. The Department will provide a Project Manager from the Water iT Section and a project team consisting of Department technical resources as well as Maximo super users and senior maintenance management personnel from each division.The Project Manager will act through the Program Manager to direct the project and to direct and manage the Technical Services Provider and Hosting Services Provider. DepartmentWater ProjectExecutive Tea rn Water Department I't't�i;'rai77 Managei (Contractor) Department Core Teann Technical Services Hosting Services (Rinctional and Provider Provider (contractor) (contractor) Figure T. Project Organizotion Chart Following is a summary of project team responsibilities: ■ The Executive Team will provide policy direction, appoint project team members,and resolve conflicts escalated by the Project Manager. The Executive Team will consist of the Department Director and each of five Assistant Directors. • The Water Department IT Project Manager will oversee the project and coorrrirtofe the activities of Water Department project team members with respect to project execution. The Project Manager will report project progress and status to the Executive Team and is ultimately responsible for ensuring that the system performs in accordance with the Department's expectations. • The Program Manager(a contractor selected as part of a separate process)will provide functional direction, manage the work of the technical services and hosting contractor personnel,and assist the project manager with the coordination and execution of Water Department project team activities, including functional configuration of asset and work management business rules and implementation of process-based plant hierarchies that support the Department's asset management program goals and objectives. The Program Hostmg and Technical Services Far Fort Waith Water Oepartrnent Maximo 7 7 RFP 15-0102 Manager will collect, review and organize system documentation prepared by contractors and Water Department project team members. The Program Manager will provide end user training and coaching. • Water Department project team members will provide subject matter expertise for the functional configuration of the system, including asset hierarchies for the treatment plants, preventive and predictive maintenance rules, and general system functionality. Department staff will review and scrub data from Maximo 5.2 in preparation for migration or upgrade to version 7. Team members will review and provide feedback on the configured environment and will participate in system acceptance testing. Certain Department team members(Water IT personnel and Maximo super-users)will participate directly in functional configuration of the system,including the definition of asset and work classifications,the design of communication templates and basic work flow elements,and the development of saved queries, reports and start centers. Project team members will document system requirements,complete basic configurations of screens and system settings(including security),develop start centers, load data,test system configurations,and support end users following go-live. • The Hosting Services Provider(HSP)will install the Maximo version 7 software and provide the core technical configurations needed so that the Department and the Technical Services Provider(TSP)can begin using the system. This includes configuring the system to work with Active Directory user names,a document store,and a mail server as well as several interfaces to be developed by the TSP.The HSP will provide environments for development and testing as well as a production environment. The HSP may upgrade the current Maximo database to version 7 if it is determined that this course of action will be more cost-effective than a reimplementation of the software and migration of the historical data. Alternatively, the HSP will import data provided by the Department. The HSP will provide a service level agreement committing to system availability and performance. This includes providing database backups and restoration and reboots of application and database servers as needed by the Department or its TSP. • The TSP will develop technical specifications forsystem Interfaces and will develop and test both sides of the system interfaces. The TSP will develop technical specifications and execute technical configuration work as may be needed,including the development of complex reports and automation scripts. The T5P will develop,document and execute migration packages as needed to propagate configurations from the Development environment to the Test and Production environments.The TSP may assist with the evaluation of mobile work management alternatives and the implementation of the selected alternative. }Hosting and Technical Services roe Fort Worth Water Department Maxima 7 $ RFP 15-0102 Functional Requirements for the Re-implemented System The Department has a single Maximo site and organization and a single item set and company set. The Department will use out-of-the-box functionality with configurations that can be applied and managed through the user interface. Attached document functionality and communication log functionality are required in all pertinent applications. Minimal use of conditions(conditional user interface)is anticipated. The Department does not use full work flow and does not plan to do so although some limited use of automatism scripts and escalations is anticipated. The majorfunctional requirements are described below. As part of the re-implementation/upgrade project, documentation of all database and application configurations will be compiled. Business process diagrams wilt be updated by the Department project team as needed to support end users and the technical and functional development activities. Work Order Tracking Planning,Scheduling and Assignment of Words Orders The Field Operations Division will continue to use the Maximo work order tracking application to plan, schedule and assign work, and the Wa`er Reclamation Division,Water Production Division and Meter Services Sections will migrate from their current applications to Maxima for work order tracking. The Department anticipates using out-of-the-box work management functionality leveraging established work management standards that are in place with version 5.2(e.g.,,work status, priority,type,etc.). Work order classifications will be used to capture data unique to particular maintenance activities. Maximo 7 ownership functionality will be used to manage assignment of work to crews and technicians. The Department manages and assigns entire work orders with minimal use of work tasks. Documenting Work Performed field Operations crews currently use Syclo to document work performed(alongside ArcGIS online, which is used to identify field infrastructure). As part of the upgrade/reimplementation,the current Syclo product will be replaced with an alternative mobile solution for work management. The Quick Reporting ar;J EveryPlace applications will be piloted to determine whether a solution based on a persistent wireless connection is viable. If it is determined that a disconnected solution is needed, the Department will evaluate and pilot alternative solutions. The department captures failure reports and actual costs(labor, materials,tools and services). Work order labor costs are derived from standard craft rates,and work order time capture is not integrated with City time and attendance(payroll)functions. Requesting Work The Department anticipates that internally generated maintenance requests will be captured as work orders(generated independently or as follow-on to another work order). The Service Request module will be used only if this provides a lower cost solution for users whose interaction with Maximo is limited to requesting work and monitoring the status of their requests. Hosting and-et=hnical Services for Fort worth Water Department Maximo 7 9 RFF 15-0102 The Department currently uses the PeopleSoft CRM to record calls from customers with an interface to generate Maxima work orders when needed.The Department plans to continue using this approach to manage customer service requests. When CRM cases are resolved by Maximo work orders, an interface automatically closes the case. When cases result in work outside Maximo(e.g., Meter Services or Water Quality work),employees must manually close the case in the CRM. It is anticipated that the migration to Maximo for work management in these divisions will eliminate the need for manually closing CRM cases. Preventive and Predictive Maintenance Field Operations uses Maximo 5.2 measurements to track the positions and turns to open/close for roughly 7800 water system valves. Field Operations will continue to use the Routes,Job Plans and PM applications to manage maintenance strategy, including PM programs for valves, odor control, and support an extensive sewer line cleaning and CCN program. The other divisions will begin to use these applications as well.The Department anticipates use of the Maximo Meters and Condition Monitoring applications to enter operational data such as runtimes, cycle counts,pressure and flow data that are pertinent to preventive and predictive maintenance strategy. For the Water Reclamation and Water Production DWsions,some of this information is already captured in SCADAJDCS systems and is used in scheduling preventive and predictive maintenance work. Integration with SCADArDCS is anticipated at some future date but will not be included in this upgrade reimplementation project. Initially,such operational data will be captured by technicians as part of the documentation of routine inspections, and this information will be used to generate PM work order. Inventory Management The Maximo Item and Inventory applications are used to manage Field Operations warehouse operations. There is currently a single actively managed storeroom in Maximo(the main Field Operations warehouse). At least one additional storeroom will be required (forthe Village Creek facility). In Maximo 5.2,a storeroom was created for each truck, but inventory is not actively managed on the trucks at the current time. The Division is considering the introduction of active materials management practices(transferring inventory from the main warehouse to the trucks and issuing from the trucks, and maintaining accurate counts of truck stock). If these practices are introduced, roughly 150 truck storerooms will be retained in Maximo 7;otherwise,the locations will be decommissioned. It is possible that additional 50-100 trucks from other divisions will also be set up as storerooms. Maximo is used to track quantity on hand and identify reorder requirements for stocked items. This functionality is not integrated with City purchasing functionality and rio such integration is anticipated as part of this project. An interface to the ERP may be developed as part of a future phase of work. Inventory transaction data are periodically extracted to provide expense information for use in the City's financial system. This is a report ratherthan a system interface. Warehouse personnel currently use Syclo to track issue and return transactions. As part of the upgrade reimplementation,the Syclo product will be replaced with an alternative mobile solution for inventory management. The core Maximo EAM applications(including Inventory and EveryPlace)will be piloted to determine whether a solution based on a persistent wireless connection to Maximo is viable. If it is determined that a disconnected solution is needed,the Department will evaluate and pilot alternative solutions. H%t1ng and Tethn+ca1 Services For Fort worth Water Department Maximo 7 10 RUP 15-0102 Purchasing The Maximo Purchasing module is used to purchase and receive inventory items. There is currently no interface to the City procurement system. Invoices are not entered in Maximo. (Purchase orders are entered redundantly in the City's procurement system and invoices are processed in the City's financial system. Integration to the City's ERP is anticipated in the future but is not part of the current project.) Asset Management Asset life cycle costing is a key objective of this project. The Department intends to capture the fallowing costs in Maximo: a Design and Construction/Procurement For future assets designed and built by contractors,the costs will be allocated to process locations and/or individual assets and captured on Maximo asset records (for plant processes and assets) or possibly in GIS records (for field infrastructure). There is no plan to populate installation cost data on existing asset records,and it is possible that installation costs for linear assets will be derived statistically and not tracked on individual asset records. For assets that are constructed or replaced by Department staff,the costs will captured in one or more construction work orders written against the new assets and/or process locations, These costs will include labor, materials(including cost of replacement units),tool/equipment usage,and invoiced services charged to the work. • Repairs and General Maintenance All repairs and general maintenance will be documented with work orders,and these costs will be captured as charges against those work orders. If contractors' services are used in a repair, these costs will captured as invoices charged against the work order. If additional operational costs are incurred as a result of a breakdown or in conjunction with general maintenance,these costs will be charged to the work order. • Operations Maximo work order will be used to capture the cost of preventive and predictive work activities, including rounds and routine inspections. Certain other operational costs (such as power and .chemical costs), security costs,and overhead labor activities) nay be captured outside Maximo. Flexible asset cost analysis reports are required. Basic cost analysis requirements include the ability to segregate costs by work type(e.g.,to identify the casts of preventive/predictive maintenance, PM- driven repairs, reactive repairs, etc.). Complex cast analysis requirements may include the ability to allocate the cost of multi-asset work orders (or parent work orders)to the assets and/or processes (locations)identified in the multi-asset table or in child work orders. The Department has historically tracked field work by address or, in the case of certain collection system work, by interceptor or basin. A GIS development project was recently completed, providing the opportunity for field work to be tracked against specific assets. The Department anticipates that it will begin tracking asset-specific field work in Maximo in version 5.2 and that the associated asset records tiosting and Technical Services kir Fort worth Water Department Maximo 7 1 i RFR 15-0102 will be migrated to version 7. The GS is and will remain the system of record for field asset data other than biding meters The utility billing system (SunGard) is the system of record for billing meter assets, and these assets are not currently tracked in Maximo. The Department currently uses the SunGard product to manage meter-related field activities. The Department may pilot the use of Maximo to manage such activities. If this pilot proves successful,then meter item and asset data may be tracked in Maximo. The Department will develop process-based hierarchies for treatment plant infrastructure and will track significant maintainable units as assets in Maximo. Maximo will become the system of record for plant assets. The Department has established standards for categorizing the criticality and conditlon of assets and will track this data in Maximo. {jut-of-the-box warranty tracking and downtime functionality is required. Integration Requirements Four interfaces are required as part of this project: • Esri GIS ❑ Geodatabase--version 10.1 for water asset feature classes;version 10.0 for base map and address feature classes o Esri Workflow Manager and Data Reviewer for water asset data editing ❑ Both City and Water Department are editing in a versioned environment, although the City requires reconciliation and posting on a week,y basis for base map data. The Water Department reconciles and posts as needed. There are nightly compresses of both data sets. There are 6 GIS editors. ❑ ArcGIS Online for access to Water and City data ❑ ArcGIS Server 10.1 running on a virtual machine(VMWare) c All data in SQL Server 2008 R2 clustered environment ■ PeopleSoft CRM (version 8.9 running on SQL Server 2005) • SunGard SunGard Billing System(version 9.1.1 running on an IBM iSeries) • Fire House (version7.16.7 running on SQL Server 2008 R2 SP2) Figure 2 below depicts a•high'level overview of relevant relationships among these systems."' Hosting and Technical Services ForFortWorth Waterbepartment Maximo 7 12 RFP 15-4142 Customer Service Requests Work Status Meter and Tap Work orders Work Status Customer Accounts•, Addresses11 Assets and 5tatu /.` Addressee ' /.W0 r . k Orders `Hydrant status I FIREHOUSE Figure 2. Integration Overview The TSP will develop detailed designs and technical specifications for these interfaces and will develop and test the interfaces(both sides). The HSP will host the Maximo side of the interfaces if the Department proceeds with hosting services. If the Department opts against hosting services,the Department will run Maximo 7 on its own network and servers. The CRM, billing system and Fire Ho use systems will remain on the City's internal network and servers,as will the G15 editing environment. Depending on the GIS integration solution pursued,the HSP may be called upon to host a GIS application. Below are concepttIal requirements for each of the interfaces. CRM Integration with Maximo --The purpose of this interface is to automatically generate Maximo work orders for customer service cases requiring fieldwork.The Department currently has an interface between a PeopleSoft CRM and Maximo S.2 (using PeopleSoft PeopieTools),and the functionality of this interface must be preserved with the upgrade to Maximo 7. The required integration points include: • Send CRM cases to Maximo as Work Orders The existing interface generates work orders for CRM cases based on certain criteria. These criteria must be reviewed and updated as part of the reimplementation, but the functional requirement remains much the same. However,the Maximo side of the interface must be replaced with components that use the Tivoli Integration Framework and otherwise comply with IBM license requirements for version 7. Heisting and Technical Services for Fort Worth Water Department Maximo 7 13 RFP 15-0102 The Maximo work orders should carry references to the CRM cases that generated them as well as the service premises(billing system locations) referenced in the C:HM cases. The process for transmitting work orders from the CRM to Maximo should run in near real time. The current interface runs in 15-minute batches. • Update CRM cases based on Maximo work status The existing interface pushes status updates from the Maximo work order to the CRM case. The relationship between individual Maximo work order status codes and the CRM case status codes should be reviewed and Updated, but the functional requirements remain much the same. FireHouse Integration with Maximo The Deoartment currently has an interface between the FireHouse Fire Records Management system and Maximo 5.2. The purpose of this interface is to allow the Fire Department to request repairs within their Fi-eHouse system,automatically transmit those requests to the Utility's Maximo system,and then update the status of the original requests when the work is completed by the utility. There are two integration points: • Send hydrant work orders from FireHouse to Maximo The existing interface generates work orders in Maximo when a hydrant status in FireHouse is set to"need repair."The structure of the resulting Maximo work orders should be reviewed and updated as part of the reimplementation, but the functional requirement remains much the same. However,the Maximo side of the interface must be replaced with components that use the Tivoli Integration Framework and otherwise comply with IBM license requirements for version 7. The Maximo work orders should carry references to the Maximo hydrant records that correspond to the Hydrant GIS IDs sent from FireHouse.FireHouse carries a reference to the GIS hydrant ID,and the current interface uses this GIS hydrant ID when generating the Maximo work order. • Update FireHouse records based on Maximo work status The current interface updates the status of the FireHouse hydrant based on the status of the associated'work order in Maximo. The relationship between the Maxima ml brk order statuses and FireHouse hydrant statuses should be reviewed, but this functionality will remain largely the same. GIS Integration with Maximo The Department currently has an interface with the geodatabase that automatically imports new service premises points and street segments to the Maximo Locations table. The purpose of this integration is to allow Maximo users to write work orders against field addresses and assets maintained in the GIS and to allow GIS users to view work orders. Core Functionality Required The following core functionality is required: Hosting and Technical Services. for Fort Worth water Department Maximo 7 14 FFR 15.0102 • Send GIS assets and locations to Maximo Support a link between an Esri geodatabase(generally adhering tot he Esri model for water and wastewater feature classes)and Maximo asset and location records, including associated specification records. Location and asset descriptions in Maximo should be generated from key attributes(size, material,etc.). The infrastructure data maintained in the GIS should be made resident in Maximo so that the data are available independent of whether a user has access to the GIS and are presented in a fashion consistent with the way plant and pump station asset data are presented(i.e., using the out-of-the-box Maximo asset and location fields in conjunction with classification-based specifications). Import new field asset records and updates of existing assets from GIS to corresponding Maximo location or asset records at least nightly. This includes the ability to update the status of a Maximo asset or location record if the corresponding GIS feature has been deleted or moved to an historical feature class. • Send GIS addresses to Maximo If the Department decides to use Maximo Service Addresses in lieu of street segment locations, the geodatabase interface will have to support a link between an Esri geodatabase address information(consolidated parcel feature class)and Maximo service address records. This interface would have to Import new parcel address records and updates of existing addresses from GiS to corresponding Maximo service address records. This includes the ability to update the status of a Maximo record if the corresponding GIS feature has been deleted or moved to an historical feature class. • View Maximo work orders in GIS applications 'provide GIS-based read-only views of work order data so that work orders (and key attributes from the work order and work order specification tables) can be viewed on a reap. Work order layers must be available to GIS users who do not have access to Maximo. Work orders must be manageable in layers that can be turned on and off by GIS users with,at a minimum,the ability to distinguish among open and closed work orders and work of different types(e.g_, preventive maintenance and repairs). Layers based on work order classification and/or organizational responsibility may also be needed. If work orders+are mapped explicitly(I.e., if map coordinates are defined for the work independent of the associated assets or addresses),then the work order layers should render the work orders at their explicitly mapped points. If work orders are not mapped explicitly,they should be rendered based on the associated service addresses,assets or locations. The Department will consider a solution involving automatic generation of explicit work order features(Le.,sending Maximo work order data to a feature class)with an option for end users to define explicit point locations for certain work orders(e.g., main breaks). The Department will not consider an approach to work order mapping that requires end users to take steps beyond the selection of a work order asset or address. (In other words,work orders written against mapped assets or addresses must be visible via GIS without special action by end users.) Hosting and Technk;af Services for Fort Worth Water Department Maximo 7 1s RFP 1s 0102 Additional Functionality that moya be considered The fol-owing additional functionality will be considered if it is deemed cost-effective and found to measurably improve efficiency: • Automatically populate the Maximo work order asset or location field based on the selection of a map feature that corresponds to a Maximo asset or location. • Select a group of work orders from a neap and make them available in the List tab of the Maximo Work Order Tracking application. • Select a group of assets or locations from a map and make them available in the List tab of the Maxima Assets or Locations applications. • Select one or more work orders(using the Maximo work order tracking List tab)and view the selection on a map. This includes automatically zooming to the selected work order(s). Work order selections may be based on status and ownership(e.g.,showing all work orders that are ready to start or in progress for a specific crew or technician). • Automatically generate the most efficient route for completing a selected set of work orders based on the user's selected set of work orders and selected starting point. This functionality may be developed within Maximo or within a G15 application or some combination thereof. The Department owns Esri GIS software licenses. Some GIS super users in Field Operations and Engineering utilize Esri desktop software. Field Operations personnel use ArcGIS Online for general access to infrastructure maps and GIS functionality. 'rhe Department will consider solutions involving deployment of additional software to support the GIS integration. If additional software costs are dependent upon numbers of users,environments,and/or map features, the data in this solicitation should be used to determine the proposed costs of the software. The Department's objective is to meet the core integration requirements at the lowest possible cost for deployment and ongoing maintenance. Options for the additional functionality will be considered after the lowest cost solution for the core functionality has been established. Respondents are encouraged to propose more than one alternative. GIS Integration with SunGard CIS This integration is outside the scope of the Maximo upgrade/re-implementation project but is presented herein for reference. The Department has a GIS point feature class that depicts customer account locations from the billing system(a service premises layer that is loaded to Maximo as service premises location records). If the Department opts to use Maximo to manage Field work associated with meters,these work orders will be written against Maximo locations that correspond to customer accounts (service premises) and/or meter assets. It is possible that views of billing system data (service premises)will be developed or modified 1n conjunction with this project. However,the TSP is not expected to develop integration that pushes GIS Hosting and Technical Services for Fort worth water Department Maximo 7 16 RFP 15-0102 data (including addresses)to the billing system or that exposes billing system data(including account delinquency data)in G15. SunGard CIS Integration with Maximo The purpose of this interface is to automatically generate Maximo work orders for new taps and meters, meter replacements and other meter-related work identified in the billing system. This work is c irrently handled by billing system service orders. The interface will be needed if the Department opts to use Maximo tD manage the meter-related field activities. If this interface is developed,it will have several integration points: • Send SunGard field work orders to Maximo as work Orders The mapping of the SunGard field order to the Maximo work order will have to be defined as part of the interface design. The Maximo work orders should carry references to the SunGard orders that generated them. The Maximo work orders should be associated with service premises locations and/or meter assets and/or service addresses (depending on the strategy recommended by the TSP). • Update billing system records based on Maximo work status The status of the billing system field activities should be updated based on the status of the associated work order in Maximo • Transmit final reads If a meter is removed as part of the Maximo work order,the final read and the removal of the meter should be transmitted from Maximo to SunGard. • Update installed meter and related asset data If a meter, register and/or transponder is installed or changed out as part of the Maximo work order,the transaction and the new serial numbers) and configuration should be transmitted from Maximo to SunGard. • Transmit installation reads If a meter or associated appurtenance is installed or changed out as part of the Maximo work order,the initial reading of the newly installed meter or appurtenance should be transmitted from Maximo to SunGard. Financia System Integration Financial system integration is not planned for this project but may be considered for future phases of work. The City is in the process of replacing its financial system. The Department currently produces a report of inventory transactions that is used by the Accounting Department. This report Will still be needed, but the Department does not currently anticipate that custom report development services will be needed. Hosting and Technical services for Fort Worth Water Department Maximo 7 17 RFP 15-4142 Technical System Requirements Environments The HSP is expected to provide the following environments; • Development(for use by a limited number of system administrators,technical developers, and super-users) • Production (sufficient to support up to 250 authorized or limited Maximo users and 50 additional users formerly covered by self-service licenses) • Test/Train (configured identically to Production and used to test configurations and performance as well as to train new users). The Department prefers to have separate testing and training environments such that the training environment can be maintained with a configuration that is identical to the Production environment while the testing environment is used to test new configurations and software upgrades and patches. However,if a fourth environment will be cost-prohibitive,the Department will consider using the same environment to test and train. Performance and Access/Availability Criteria Performance The Department requires a system architecture robust enough to support 200 concurrently logged-in users (including office and mobile users)with the following response times: • Instantaneous response when tabbing from field to field on a screen. • Two-second response for inserts and updates of individual work orders,inventory records,job plans and PM rules, including updates of status or ownership. • Return of results list for a work order search (limited to non-task, non-history work orders with exact match filters on indexed fields)of less than 3 seconds. ■ Performance of the GIs application is expected to be comparable to the performance of the current ArcGIS Online application,which provides fora response time for less than 2 seconds when identifying a feature and a response time of under 2 seconds for turning on a vector layer at a 1:800 resolution (with 5 vector layers already displayed). The Department recognizes that the speed and capacity of its connection to the hosted environment will affect performance. The HSP is expected to provide minimum requirements for this connection in.order to'provide users with the expected response times. Availability The Department experts the hosted environments to be available 24 hours per day,seven days per week. Downtime needed for routine maintenance should be announced in advance and scheduled for nights and weekends. The Department expects immediate(24x7)technical service to address unexpected system outages, including complete application or database failure and/or the inability to access or use the work order tracking,inventory or asset modules. Non-emergency technical service{should be available during standard business hours (central time). Hast}ng and TKhnica!Services For Fart Werth water Department Maximo 7 18 RFP 15-0102 Application and Database Backup Requirements The department prefers all environments to be backed up at feast nightly,including offsite storage of Production backups at least weekly. Backups should be retained (not overwritten)for a minimum of 30 days. The HSP must provide evidence of periodic testing of the backup and restoration process,including the ability to restore the system to a point any time in the last 30 days. If nightly back-ups of the non-Production environments are cost-prohibitive,the Department will consider a less frequent track-up scheduled for the Development and Test environments (perhaps weekly or monthly)with the option to request more frequent back-ups during certain periods. If a training environment is maintained separate from the testing environment, it need not be backed up as it can be refreshed from the Production environment, Users • Total number of Maximo licenses currently owned: 250 0 82 authorized user licenses a 168 limited use licenses • Total number of user accounts currently active in Maximoversion 5.2 (Field Operations): 94 • Total number of users anticipated at project completion: 300, including the 250 licensed users and up to 50 individuals formerly covered by self-service licenses o The Department does not anticipate the need to acquire any additional Maxima user licenses o The Department anticipates that up to 200 users will need to interact with a map while using Maximo • Anticipated peak load of concurrent users of Maximo 7, including mobile users:200 • Average numberof concurrent Field operations users today (Maximo and Syclo):67 Data Volumes • Plant asset and location records: up to 15,000 • Water and wastewater field infrastructure assets (Utility GIS features): 500,000 • Maximo field locations (predominantly service premises and street segment iocations):350,000 • Meter assets: 250,000 to 750,000(depending on whether appurtenances such as transponders are treated as assets) Parcel addresses (services addresses):500,000 • Work orders in history: 515,000 Field Operations work orders as of November 2014 • New work orders anticipated to be added annually:425,000 to 625,000 * Field Operations currently adds 50,000 per year and anticipates adding up to 100,000 work orders per year(because some data currently tracked in custom fields will be tracked in separate child work orders) Q Plants expected to add 20,000 per year to Meter Services expected to add up 300,1100 to 500,000 per year a Water[duality expects to add'2000 to 4000 work orders per year(for water quality complaints and far support of main break and SSO activities) Hosting arrd Technical Services Far Far[Waith Water Department Maximo 7 19 RFP 15-0102 • Current Inventory items: 2,500 • Number of Inventory items Anticipated(when Plant Items Added):4,000 • Number of Measurement Points (associated with 2,800 large valves):8,000 • Measurements in History:85,000 ■ New Measurements per Year: 10,000 ■ Purchase Order Lines in History:27,000 • New Purchase Order Lines Anticipated Annually(when Plant Warehouse added):4,000 to 5,000 Database Platforms Maximo will use Microsoft SQL Server to be provided by the NSP_ The Department(or City)own SQL Server licenses that support the GIS, billing system, FireHouse and CRM. Client Devices End users'work stations and laptops will meet the following requirements; • Windows version 7,64 Bit • Internet Explorer version 11 for most users(but ERP users must have IE 8 or 9) • 8 G B RAM Mobile Pilot The Department has not yet determined whether mobile work management and inventory needs will be addressed via a persistent connection to Maximo EAM (via laptops,tablets or other devices)or whether additional software for a disconnected or intermittently connecter)solution will be needed. As part of this project,the Department will pilot the use of persistently connected laptops and other devices. If it is necessary to pursue alternative solutions,the TSP may be called upon to provide technical advice related to alternative mobile software and/or to configure this software. Hosting and i echnicai Services for Fort Worth water Department Maximo 7 20 RFP 15-0102 Contract Scope and Pricing - Hosting Hosting Services Scope The HSP is expected to provide the following services. Hosting Task H1. Documentation Provide a drawing and documentation of the architecture of the hosted environments, including documentation of the security and failover services to be provided. The documentation is required far each environment(Development, Production,and Test/Train)and must be detailed enough to support the development and deployment of interfaces to applications running on the City's network. Hosting Task H2.Setup Install the database and application software in the hosted environments. This includes configuring the Maximo environments to work with Active Directory,the mail server and the document store in a fashion that supports the use of the active directory name as the personid and user name (and Active Directory authentication). This also includes loading the Department's Maximo 5.2 data into the Maximo 7 Development environment(either by upgrading the current system or migrating the data to newly installed software).This is an initial load to support the development,process and should be completed in conjunction with the installation of the Development environment software, Hosting Task H3. Hosting and Related Technical Support Provide outgoing hosting of the environments, including general operations, back-up and recovery, software patches and upgrades,and responses to system outages and other technical issues that are the host's responsibility. Hosting Task H4.Additional Technical Support Provide technical consulting for issues that are not the host's responsibility, Hosting Services Pricing The HSP may propose firm fixed fees for hosting tasks H1 and H2 or may choose to embed these Fees in the pricing for task H3. In either case, billing for hosting services task H3 will not commence until Tasks H1 and H2 are completed and accepted by the city. The HSP is expected to provide a firm fixed fee for Task H3,quoted as a monthly,quarterly or annual fee. If the fee will differ based on the strategy used for GIS integration and/or the mobile solution, then multiple options should be quoted. Fees for Task H4(ad hoc consultation)should be provided as an hourly rate. Contract Scope and Pricing -Technical Services Framework for Pricing,System Access and Communications Milestone-based Scope The scope of services for Technical Services is almost entirely milestone-based. The TSP is expected to propose firm fixed fees for each milestone,to be billed upon the city's formal acceptance of the milestone. rusting and Technical Services For Fort Werth water Department Maximo 7 21 RFP 15-0102 Task 12(Mobile Pilot Support and General Technical Services)will cover activities for which there is not currently a detailed enough strategy to provide for milestone definition. for these activities,the Program Manager will stipulate a not-to-exceed amount, and the TSP will propose an hourly rate or rates for services to be provided under the task. During the course of the project,the City, Program Manager and TSP may agree to additional tasks and milestones and may replace some of the hourly rate based activities with milestone-based tasks. Project Management The TSP will designate an individual to serve as the primary point of contact representing the TSP.This individual may be a lead developer or project manager and will be responsible for ensuring that the TSP provides services in accordance with the contract scope and schedule. This individual will be responsible for maintaining effective communications with the Program Manager, reporting issues as they arise, and providing status updates as indicated below. • The TSP will report progress weekly to the Program Manager in the form of an update to its Microsoft Project schedule as well as updates to the status, responsibility and schedule for its sections of the Comprehensive Configuration Plan(described below). • The TSP will participate in twice-monthly status review conference calls not to exceed one hour in length. The TSP will prepare for the project by reviewing documentation provided by the Water Department and will work with Department and City IT and the HSP to set up and verify the functionality of the TSP's Development environment accounts for Maximo and for the GIS, CRM, billing system and Fire House. The TSP will maintain detailed records of time and expenses for all services to be billed on this basis and will include this documentation in it invoices. The TSP will maintain detailed records of time spent on activities associated with milestone billing. These details need not be included with invoices but must be maintained and available for audit,along with all other project records, in accordance with the contract terms and conditions. These project management services are to be provided for the duration of the TSP's participation on the project. ivo separate project management fee is to be charged. It is assumed that all proposed milestone prices and hourly rates are sufficient to cover TSP overhead, including the cost of project management as described herein. Comprehensive,Configuration Plan The Department xivill develop and maintain a Comprehensive Configuration Plan that will support the implementation and long term administration of the Maximo 7 environment. In addition to documenting basic"settings"such as status and priority levels,this plan will describe each system configuration and will indicate which team member is responsible for developing and unit testing the configuration.This plan will be a living document that will be updated to show when each configuration has been developed and verified. The Department will make this document available to the TSP, likely via a project SharePoint site that supports collaboration among team members. The TSP is expected to maintain familiarity with the contents of the Comprehensive Configuration Plan and to ensure that its designs for interfaces and other complex configurations are consistent with the overall plan. Hosting and Technical Services For Fort Wo?th water Department Maximo 7 22 RFi+15-0102 The Department expects the TSP to document its own configurations in a consistent format that can be readily incorporated into the Comprehensive Configuration Plan. For the project milestones below that refer to submittal of interface or other configuration designs,the Department expects that the TSP will submit this documentation in the form of an update or addition to the Comprehensive Configuration Plan. Web-based Meetings and Travel The Department expects the TSP to participate with the Project Team in various design review sessions, demonstrations,and project status meetings (described in the tasks below). If the TSP does not have local resources,the Department expects the TSP to participate via web-based conferencing in which parbdpant5 t:an view d COMITIOn screen. Travel associated with milestone-based tasks must be included in the milestone-based pricing for those tasks. The only travel costs that will be considered for reimbursement will be those associated with time-and expense tasks for wh":ch the Program Manager has authorized travel. Schedule and Task Numbering The numbering of the TSP tasks does not imply a sequential order far task car milestone completion. The numbers are used strictly to facilitate reference to the specific tasks and milestones. Figure 3 depicts the high level schedule of activities currently anticipated. ;Activity Months 1 2 - 3 4 5 6 7 S 9 i45PSeisupDevelopment&TestEnvironments - i Department Documents Detailed Requirements for Interfaces De�Rment Completes core Functionat gintigurations Wbile Pilot and geploXment Setup Prod uetlon Environment Develop Interfaces Field Cls Hataratiian Pians and Scrubbing Integrated SysyemTesting(Ali Interfaces) Field Ops Cuts Over and MeterServices Goes uve Plant Data Mlarat ion T Fl rst-Pi ant Goes Live - Figure 3. High Level Schedule Concept Hosting and Technical Services for Fort Wort-i Water Department Maximo 7 23 RI=P 15.0102 Scope of Services and Associated Milestones Task T1. Development and Execution of Configuration Migration Pian All configurations will be developed and unit-tested in the Development environment and then propagated to Test/Train and Production according to a formal configuration migration plan. This includes basic database-driven conflgurations completed by the City(e.g.,classifications, resources, organizational settings, domains, saved queries,start centers,security)and basic application screen modifications. It also includes technical configurations completed by the TSP (e.g., interface configurations,complex reports, and complex database or application configuration with which the City requires assistance). The TSP will develop a Configuration Migration Plan that addresses all the configurations documented in the Comprehensive Configuration Plan and describes how each will be moved from the Development environment to the Test and Production environments. This may include a combination of tactics such as Migration Manager,data loading,and loading of application XML- The TSP will deliver a first draft of the Configuration Migration Plan and will meet with the Program Manager and City to review and refine the plan. The plan will specifically identify the migration technique to be used for each configuration in the Configuration plan, including the responsibil'ty for preparing a migration package(if applicable)and executing the migration. The Configuration Migration plan will also prescribe the sequence of migration and verification activities. Cance the City signs off on the Configuration Migration Plan,the TSP will build migration packages in accordance with the plan and will test and verify the migration process(migrating configurations to the Test environment) priorto the first round of user acceptance testing. Migrations will then proceed in accordance with the plan. It is assumed that City personnel will be responsible for executing the majority of the migration process once it has been verified except that the TSP will be responsible for building migration packages associated with the interfaces and other complex configurations developed by the TSP. Milestone T1.1. First Draft of Configuration Migration Plan Delivered, Reviewed with Project Teo m, and Accepted by the City Milestone T1.2. Test Environment Ready for User Acceptance Testing Prior to First Go-live(Configuration Migration Plan Successfully Executed by TSP and Verified by Project Team)_ Milestone T1.3. Final Configuration Migration Plan Delivered(incorporating ail Configurations for which the TSP is Ri sponsible) Task T2.Technical Protocol and Schedule for Data Refreshes from Production The asset and transactional data in the Test/Train and Development environments may periodically be refreshed from Production. Such refreshes must be coordinated with refreshes of the integrated environments(GIS,FireHouse,SunGard, and CRM). The TSP will develop and deliver a written protocol for the refresh process from Production. The first time that the City wishes to execute a refresh,the TSP will execute the process of refreshing the Maximo data while City technical personnel observe. City personnel will execute the corresponding refreshes of the GIS,CRM,SunGard,and Firehouse data as indicated in the written protocol,either immediately in Hosting and Technical Services for Fort Worth Water Department Maximo 7 24 Rime.15-0102 advance of or in conjunction with the refresh of the Maximo data. After the TSP has successfully completed the first refresh of data from Production (and updated the documentation if needed), Uty personnel will assume responsibility for the refresh process. Milestone T2,1. Written Protocol for Dwo Refresh from Production Delivered to and accepted by the City Milestone T2.2. Refresh Process Successfully Completed and Demonstrated to the City(and Updated Documentation Delivered if Needed) Task T3. Design and Build GIS Geodatabase Interface (GIS Data Integration) An existing interface(stored procedures) loads GIS features to Maximo. The new interface must utilize the Tivoli integration Framework and otherwise conform to IBM's requirements for integration to Maximo 7. The Department uses Esri products to maintain its geodatabase and will continue to do so. The Department is willing to entertain moc ifications or extensions to its Esri geodatabase editing tools and its editing processes but expects the TSP to identify assumptions related to the GiS editing environment in the response to this solicitation. The Department and Program Manager will prepare detailed documentation of data flow and functional requirements for the interface between the geodatabase and Maximo. This documentation will expand upon the conceptual requirements in this solicitation and will include sample records or record layouts and process flow diagrams. The TSP will review this documentation and meet with the Project Team to review and finalize the requirements document. The TSP will then prepare and deliver a detailed interface design document. The document will address both sides of the interface and will include,at a minimum: • Maximo database configurations,citing the object(s)to be added or modified,the details of the attributes) added or modified,the details of relationships added or modified,the functional impact of each configuration (i.e,, what it does), and the business reasons)for the configuration (i.e.,why it is needed and how it supports the functional requirements). ■ GIS database configurations, citing the feature classes to be added or modified,the details of the attributes and/or domains to be added or modified,views to be added or modified,the functional impact of each configuration(i.e.,what it does), and the business reasons)for the configuration(i.e.,why it is needed and how it supports the functional requirements), ■ GlS editing tools to be added or modified, including the specific functionality to be provided, and explanation of why it is needed, and implications for the data maintenance process. The details of the data transmission mechanism, including the approach to error handling and verification that data has been transmitted. • Interface testing plan, including scenarios to be tested and methods for verifying interface functionality. The TSP will meet with the Project Team to present the design, discuss potential impacts on core system functionality, and resolve issues that may be identified by the Project Team. Once the City signs off on the interface design and testing plan, the planned configurations will become part of the Comprehensive Configuration Plan. Hosting and Technical services for Fort Worth Water Department Maximo 7 25 RFP 1"102 The TSP will then develop and unit-test the documented configurations for the interface. If modifications to the configuration are required during the development and unit-testing process,the TSP will report such modifications to the Program Manager and will submit prepare appropriate updates to the documentation for the Comprehensive Configuration Plan. The TSP will propagate configurations to the testing environment in accordance with the Configuration Migration Plan.The Project Team will then test the interface and report issues in accordance with the testing plan. The TSP will correct issues as needed until the interface operates according to specifications. When the City signs off on the interface,the TSP will migrate the configurations to the Production environment. If this process occurs prior to the Field Operations Division's transition from Maximo 5.2 to Maximo 7,the TSP will leave the configurations in an inactive status and will activate the interface at the time the Field Operations Division goes five in Maximo 7 Milestone T3.1. City Receives and Signs off on Documentation of the Interface Resign and Testing Plan Milestone T3.2.Interface is developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) Milestone T3.3. City Completes Interface Testing and Signs off on the Functionality(Ready for Migration to Production) Task Ta. Design and Build Map Application Functionality (GIS Application Integration) Note:The Department's core functional requirements and potential additional considerations are noted earlier in this document. The TSP should propose an approach to the map application functionality that meets the Core Requirements and should provide pricing for that approach. If the approach supports the additional functions described herein without additional costs,the TSP should note that. Otherwise, if the additional functionality can be developed at an additional cost,the TSP should include an optional set of milestone-based fees for developing the additional functionality, The TSP is encouraged to propose multiple alternatives for this task with different levels of functionality and associated milestone pricing. Note: If a proposed approach requires the use of additional software beyond the Esri and IBM product licenses already owned by the Department,the TSP should provide specifications for these products and should include the pricing in the proposed milestone pricing or submit an additional milestone fee covering the cost of the software. Neste:The Department expects that any proposed approaches to map functionality will include routine and customary map navigation functionality, including the ability to turn map layers off and on, pan and zoom, navigate back to previous extents,and select/identify map features to view attributes. The Department and Program Manager will prepare detailed dncumentation of the functional requirements to be supported by the map application(including the Core Functional Requirements described herein and applicable additional functionality based associated with the agreed-to approach). This documentation will expand upon the conceptual requirements in this solicitation.The TSP will review this documentation and meet with the Project Team to review and finalize the requirements document. Hosting and TechndcaI Services fn Fort worth water Department Maximo 7 26 RFP 15-,0102 The TSP will then prepare and deliver a detailed application and integration design document. The document will include, at a minimum: • GIS application and map design • GIS operation a I/a rchitectu ra I requirements • Gore Maximo configurations • Set-up and configuration of supporting products(e.g,,the IBM Spatial software module or comparable product) • Integration testing plan,including scenarios to be tested and methods for verifying functionality. The TSP will meet with the Project Team to present the design,discuss potential impacts on core system functionality, and resolve issues that may be identified by the Project Team. Once the City signs off on the interface design and testing plan, the planned configurations will become part of the Comprehensive Configuration Plan. The TSP will then develop and unit-test the documented configurations far the interface. If modifications to the configuration are required during the development and unit-testing process,the TSP will report such modifications to the Program Manager and will submit prepare appropriate updates to the documentation for the Comprehensive Configuration Plan. The TSP will propagate configurations to the testing environment in accordance with the Configuration Migration Plan. The Project Team will then test the interface and report issues In accordance with the testing plan. The TSP will correct issues as needed until the interface operates according to specifications. When the City signs off on the interface,the TSP will migrate the configurations to the Production environment. If this process occurs prior to the Field Operations Division's transition from Maximo 5.2 to Maximo 7,the TSP will leave the configurations in an inactive status and will activate the interface at the time the Field Operations Division goes live in Maximo 7 Milestone T4.I. City Receives and Signs off on Documentation of the Interface Design and Testing Plan Milestone T4.2. Interface is developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Deportment) Milestone T4.3. City Completes Interface Testing and Signs off on the Furxctionality(Ready for Migration to Production Task T5. Design and wild cRM Interface The Department and Program Manager will prepare detailed documentation of data flow and functional requirements for the interface between the CRM and Maximo, This documentation will expand upon the conceptual requirements in this solicitation and will include sample records or record Iayouts and process flow diagrams. The documentation will also include requirements for a phased activation of the case types handled by the interface(to accommodate different go-live schedules for different responsibility centers). The TSP will review this documentation and meet with the Project Team to review and finalize the requirements document. Hosting and Technical Serv[ce5 for Fort worth water Department Maximo 7 27 RFP 15-0102 The TSP will then prepare and deliver a detailed interface design document. The document will address both sides of the interface and will include,at a minimum: • Maximo database configurations,citing the object(s)to be added or modified,the details of the attribute(s) added or modified,the details of relationships added or modified,the functional impact of each configuration (i.e.,what it does),and the business reason(s)for the configuration (i.e.,why it is needed and how it supports the functional requirements). ■ Maximo classifications,specification attributes, domains and/or resources to be added or modified to support the interface. • CRM database configurations,citing the objects)to be added or modified,the details of the attributes and/or domains to be added or modified,the details of relationships to be added or modified,the functional impact of each configuration(i.e.,what it does), and the business reason(s)for the configuration (i.e.,why it is needed and how it supports the functional requirements). • The details of the data transmission mechanism,including the approach to error handling and verification that data has been transmitted, • Interface testing plan, including scenarios to be tested and methods for verifying interface functionality. The TSP will meet with the Project Team to present the design, discuss potential impacts on core system functionality, and resolve issues that may be identified by the Project Team. Once the City signs off on the interface design and testing plan,the planned configurations will become part of the Comprehensive Configuration Plan. The TSP will then develop and unit-test the documented configurations for the interface. If modifications to the configuration are required during the development and unit-testing process,the TSP will report such modifications to the Program Manager and will submit prepare appropriate updates to the documentation for the Comprehensive Configuration Plan. The TSP will propagate configurations to the testing environment in accordance with the Configuration Migration Plan.The Project Team will then test the interface and report issues in accordance with the testing plan. The TSP will correct issues as needed until the interface operates according to specifications. When the City signs off on the interface,the TSP will migrate the configurations to the Production environment. If this process occurs prior to the Field Operations Division's transition from Maximo 5.2 to Maximo 7,the TSP will leave the configurations in an inactive status and will activate the interface at the time the Field Operations Division goes live in Maximo 7 Milestone T5.1. City Receives and signs off on Documentation of the Interface Design and Testing Pion Milestone T5.2. Interface is developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) Milestone T5.3. City Completes interface Testing and Signs off on the Functionality(Ready for Migration to Production) Hosting and T2ehnica!5ervices Joe Fort Worth Water Department Maximo 7 28 RFP 25.0202 Task T6. Design and Build FireHouse Interface The Department and Program Manager will prepare detailed documentation of data flow and functional requirements for the interface between the FireHouse Fire Records Management System and Maximo. This documentation will expand upon the conceptual requirements in this solicitation and will include sample records or record layouts and process flow diagrams. The TSP will review this documentation and meet with the Project Team to review and finalize the requirements document. The TSP will then prepare and deliver a detailed interface design document. The document will address both sides of the interface and will include, at a minimum: • Maximo database configurations,citing the object(s)to be added or modified,the details of the attribute(s) added or modified,the details of relationships added or modified,the functional impact of each configuration (i.e.,what it does),and the business reasons)for the configuration (i.e.,why it is needed and how it supports the functional requirements). • Maximo classifications,specification attributes,domains and/or resources to be added or modified to support the interface. • FireHouse database configurations,citing the object(s)to be added or modified,the details of the attributes and/or domains to be added or modified,the details of relationships to be added or modified,the functional impact of each configuration (i.e.,what it does),and the business reason(s)for the configuration (i.e.,why it is needed and how it supports the functional requirements). • The details of the data transmission mechanism, including the approach to error handling and verification that data has been transmitted. • Interface testing plan, including scenarios to be tested and methods for verifying interface functionality. The TSP will meet with the Project Team to present the design, discuss potential impacts on core system functionality,and resolve issues that may be identified by the Project Team- Once the City signs off on the interface design and testing plan,the planned configurations will become part of the Comprehensive Configuration Plan. The TSP will then develop and unit-test the documented configurations for the interface. If modifications to the configuration are required during the development and unit-testing process,the TSP will report such modifications to the Program Manager and will submit prepare appropriate updates to the documentation for the Comprehensive Configuration Plan. The TSP will propagate configurations to the testing environment in accordance with the Configuration Migration Plan.The Project Team will then test the interface and report issues in accordance with the testing plan. The TSP will correct issues as needed until the interface operates according to specifications. when the City signs off on the interface,the TSP will migrate the configurations to the Production environment. If this process occurs prior to the Field Operations Division's transition from Maximo S.2 to Maximo 7,the TSP will leave the configurations in an inactive status and will activate the interface at the time the Field Operations Division goes live in Maximo 7 Milestone T6.Z. City Receives and Signs off on Documentation of the Interface Design and resting Plan Hosting and Technical Services for Fort Worth Water aepartm e nt Maximo 7 29 RFP I5-,0142 Milestone T6.2. interface is developed and Unit-tested in the Development Environment and Propagated to the resting Environment(Ready for Testing by the Department) Milestone T6.3. City Completes Interface Testing and Signs off on the Functionality(Ready for Migration to Production) TaskT7. Design and wild SunGard interface The Department and Program Manager will prepare detailed documentation of data flow and functional requirements for the interface between the SunGard billing system and Maximo. This documentation will expand upon the conceptual requirements in this solicitation and will include sample records or record layouts and process flow diagrams. The TSP will review this documentation and meet with the Project Team to review and finalize the requirements document. The TSP will then prepare and deliver a detailed interface design document. The document will address both sides of the interface and will include, at a minimum. • Maximo database configurations,citing the object(s)to be added or modified,the details of the attributes) added or modified,the details of relationships added or modified,the funct onaI impact of each configuration (i.e.,what it does),and the business reason(s)for the configuration (i.e.,why it is needed and how it supports the functional requirements). • Maximo classifications, specification attributes, domains and/or resources to be added or modified to support the interface. • SunGard database configurations,citing the abject(s)to be added or modified,the details of the attributes and/or domains to be added or modified,the details of relationships to be added or modified,the functional impact of each configuration(Le.,what it does),and the business reason(s)forthe configuration(Le.,why it is needed and how it supports the functional requirements). ■ Descriptions of any intermediary products utilized in the interface and configurations required. • The details of the data transmission mechanism, including the approach to error handling and verification that data has been transmitted. • Interface testing plan,including scenarios to be tested and methods for verifying interface functionality. The TSR will meet with the Project Team to present the design,discuss potential impacts on core system functionality,and resolve issues that may be identified by the Project Team. Once the City signs off on the interface design and testing plan,the planned configurations will become part of the Comprehensive Configuration Plan. The TSP will then develop and unit-test the documented configurations for the interface. If modifications to the configuration are required during the develop:-nent and unit-testing process,the TSP will report such modifications to:he Program Manager and will submit prepare appropriate updates to the documentation for the Comprehensive Configuration Plan. The TSP will propagate configurations to the testing environment in accordance with the Configuration Migration Plan.The Project Team will then test the interface and report issues in accordance with the testing plan. The TSP will correct issues as needed until the interface operates according to specifications. Hosting and Technical Services for Fort worth water Department Maximo 7 30 RFP 15-0132 When the City signs off on the interface,the TSP will migrate the configurations to the Production environment. If this process occurs prior to the Field Operations Division's transition from Maximo 5.2 to Maximo 7,the TSP will leave the configurations in an inactive status and will activate the interface at the time the Field Operations Division goes live in Maximo 7 Milestone 77.1. City Receives and Signs off on Documento tion of the Interface Design and Testing Plan Milestone 77.2. Interface is developed and Unit-tested in the Development,Environment and Propagated to the Testing Environment(Ready for Testing by the Department) Milestone 77.3. City Completes Interface Testing and Signs off on the Functionality(Ready for Migration to Production) Task T$. Develop Tools to Load Plant Inventory,Asset and Work Order Data, and Support Initial Use of Maxima 7 Production Environment The TSP will design integration objects and related configurations, including source data templates,to support the import of treatment plant asset and work order records and to support the import of inventory items,standard costs and quantities on hand at the Village Creek warehouse.This includes the import of asset specification records for plant asset classifications that the Department will document in the Comprehensive Configuration Plan. The integration configurations must be robust enough to support automatic generation of asset descriptions during the loads)of specification attributes. The [department will extract the plant asset and work order data from the TMA system and will extract active inventory data for the Village Creek warehouse.The Department will scrub and assemble the data into data loading template formats prescribed by the TSP. The TSP meet with the Project Team to review the design documentation and provide instructions for organizing the source data,including requirements for field lengths and types as well as restrictions on the use of special characters. Once the Department signs off on the design and the documentation is incorporated Into the Comprehensive Configuration Plan,the TSP will develop the data loading configurations in the Development environment. The Department will assemble a sample set of source asset and work order records(no more than 100 each),and the TSP will load these into the Development environment, refining the configuration and associated documentation as needed. The Department will be responsible for correcting issues with the source data. Once the sample data set has loaded successfully,the TSP will migrate the configurations to the Test environment. The Department will then load the sample data set to the Test environment. The TSP wlII modify the configurations and documentation as needed to ensure that the data loads as specified. The TSP will migrate the data loading configurations to the Production environment. The Department will then take responsibility for loading its treatment plant asset records. Once the Department and TSP complete the configurations and data loading necessary for the first division to go live in Maximo 7(anticipated to be the Water Reclamation Division),the TSP will participate in a go-live planning session. The TSP will provide troubleshooting assistance for the first Hpsting and Techrnirai Services for Fort worth Water Department Maxima 7 31 RFP I5-0102 two weeks that the Production environment is operational and in use, in accordance with the'initial go- live plan. If issues are discovered with configurations or processes developed by the TSP,the TSP will refine configurations and update documentation as needed to resolve the issues. Milestone T8.1. Plant inventory,Asset and Work Order Data Loading Configuration Design Submitted and Accepted by the Department Milestone T8.2, Plant Inventory,Asset and Work Order Data Loading Configurations Completed and Migrated to Test Environment, and Sample Set of Plant Asset Records Loaded Successfully in Test Milestone T8.3. Maximo 7 Production Environment Live for first Set of Users,and TSP has Resolved Issues discovered during Go Live related to Configurations for which TSP is Responsible. Task T9. Integrated System Testing Prior to Field Operations Cutover, the TSP will participate in an integrated system test that includes the data migration process and all configurations and interfaces (in the Test environment). Prior to the testing process,the Department will provide a test plan and issue management protocol.. The TSP wilt review and comment on this plan and protocol,and all parties will mutually agree on the plan and protocol prior to the test. If issues are discovered with configurations or processes developed by the TSP,the TSP will refine configurations and update documentation as needed to resolve the issues. Milestone T9.1. Integrated System Testing Successfully Completed Task T11=1. Work Order detail and Cast deports The Water Department will provide specifications for desired changes to the work order detail report, which may include the display of data associated with the work order itself as well as the work order assets and asset specifications, location and location specifications, parent or originating record,child or task work orders and specifications,work order logs, planned or actual transactions,and estimated or actual costs. The Water Department will provide a standard logo(image file)to be used in the report header.The TSP will modify the out-of-the-box work order detail report according to the specifications and will set up the standard logo to be the default header for all reports. The Project Team will provide feedback if the Work Order Detail report does not meet specifications,and the TSP will modify the report a$needed to meet the specifications. The TSP will deliver the final report file, and the Department will register the report. The Water Department will provide specifications for a cost report that can be run for a selected set of assets or.locations. The purpose of the report is to allow users to analyze life cycle costs for an asset, group of assets, location,or group of locations, Parameters for the report are anticipated to include work types,ownership,transaction date ranges,cost types (work order labor,work order material,work order tools, purchases,original purchase price),and work classifications.The TSP will develop this cost report according to the specifications(and using the standard logo in the header). The Project Team will provide feedback if the cost report does not meet specifications, and the TSP will modify the report as needed to meet the specifications. The TSP will deliver the final report file,and the Department will register the report. Milestone T10.1. Modified Work Order Detail Report Delivered and Accepted Hosting and Technical Services for Fort worth water Department MaArno 7 32 RFP 15-0102 Milestone T10.2. Cost Report Delivered and Accepted Task T11. Develop Tools and Protocol to Migrate Field Operations Data and Support Cutover The Field Operations Division will continue using Maximo 5.2 until all the Maximo 7 interfaces are ready far Production. It is anticipated that the Water Production and Wastewater Treatment divisions will already be using the Maximo 7 Production environment by the time Field Operations cuts over. For this reason,it will be necessary to migrate the Field Operations data into an operational Production environment. This includes inventory data,job plans, PM rules, routes, assets, locations, work orders, work order transactions and failure details, purchase orders and PO lines,assets, measurements points, and measurements. (The majority of locations currently in Maximo are service premises and street segments impnrted from the GIS;these may be loaded tothe Production environment in conjunction with the deployment of the GIS interface or may be converted from Maximo 5.2 for the initial load.) Although the HSP will load and/or upgrade the Field Operations data into the Development environment as part of the initial installation of the Maximo 7 software,there will be numerous changes and additions to the work order and inventory records between this initial set-up and the Field Operations go-live, and there will be some changes to PM rules fe.g., iteration numbers). There may also be modifications to job plans and PM strategy. The TSP will develop a strategy for migrating this data into the Production 7 environment in a fashion that minimizes impact on the divisions that are already using that Production environment, If the strategy requires the development of integration objects or other configurations, the TSP will document these designs. The TSP will document the planned migration process include processes for error handling and verification. The TSP will meet with the Project Team to present,review and refine the design documentation. After the Department signs off on the documentation and incorporates relevant portions in the Comprehensive Configuration Plan,the TSP will develop the necessary tools and configurations and will test the migration process in the Development environment. The TSP will then migrate the necessary tools and configurations to the Test environment and will demonstrate the migration process to the Project Team. The Project Team will verify the migration in Test. The TSP will refine the tools and configurations and update documentation as needed until the data are migrated successfully to the Test environment. After the Department signs off on the migration tools and process,the�TSP will prepare a detailed cutover plan for Field Operations, including all steps that will be taken to move the Field Operations Division from Maximo 5.2 to the Maximo 7 Production environment while transitioning the existing FireHouse and CRM interfaces to the new 7 versions and activating_he GIS and SunGard interfaces. The TSP will meet with the Project Team to review and refine the plan and determine who will be responsible for each step. The TSP will assist with the cutover to Production in accordance with this plan_ At a minimum,this assistance will include participation in a cutover rehearsal in the Test environment and the actual cutover to Production. The TSP will execute the technical aspects of the cutover process. The Water Department will execute basic system administration of Maximo 5.2 in support of the process(e g_, scheduling the outage, blocking application access)and will assist with verification of the migrated data. Hosting and Technical Services for Fort Worth Water Department Maximo 7 33 RFF 15-0102 Milestone T31.1. Design of Field Operations Data Migration Process and Tools Submitted and Accepted by Department Milestone T11.2. Field Operations Data Migration Process Developed and Successfully Completed in the Test,Environment Milestone T11.3. Field Operations Cutover Plan Submitted and Accepted Milestone T11.4. Field Operotions Cutover to Production Complete Task T12. Mobile Pilot and General Technical Consulting This is a Time and Expense task for which the Program Manager,City and TSP will negotiate a not-to- exceed amount. The TSR will propose hourly rates for assistance with this task and will work under the direction of the Program Manager. Activities may include: • Evaluate mobile work anti inventory management requirements and recommend hardware and software alternatives ■ Configure one or more potential software solutions for mobile work or inventory management ■ Design and develop complex technical configurations ■ Design and develop reports • Assist with general troubleshooting • Provide general technical assistance to Department System Administrators Technical Services Pricing The TSP will propose firm fixed fees for all milestones,inclusive of all labor and expenses, to be billed when the milestone is achieved and accepted by the Department. If the TSP is proposing more than one possible approach to a particular tasks,then the proposal should include milestone prices for each alternative approach. The TSP should also propose hourly rates for each proposed project team member. These rates will be used for billing Task 12. Reasonable and customary travel expenses incurred on time and expense tasks will be reimbursed at cost as long as appropriate expense report documentation is submitted with the invoice in accordance with the contract terms and conditions. ~ No-sting and Technical SerulGes for Fort worth Water Department Maximo 7 34 RFP 15-0102 Contract Terms City Standard Terms and Conditions Appendix A provides the City's standard terms and conditions for professional services contracts. These terms and conditions,including all exhibits,will apply to the TSP and HSP contract(s)and will flow down to subcontractors.TSP and HSP Respondents should review Appendix A in its entirety and note any exceptions in their responses. The City will not consider requests for modifications to its standard contract language unless such requests are submitted as part of the response to this solicitation. Respondents are strongly encouraged to accept the City's standard terms and conditions. In particular, respondents should note that insurance requirements are firm. Additional Contract Terms In addition to the City's standard terms and conditions,the following terms will apply: ■ Invoices, milestone acceptance forms, progress reports,and project deliverables will he submitted to and subject to review by the City's Program Manager. Project-related communication with City employees shall be through or with the knowledge of the Program Manager. Issues, risks, and design modifications will be reported promptly to the Program Manager. • The TSP and/or HSP may be required to provide a performance bond Standard Hosting Services Agreement HSPS should submit a copy of their standard hosting service agreement, including following information: • Service level commitments • Service level enforcement policies and protocols • Data and network security measures The terms and conditions presented in this solicitation will take precedence over terms and conditions in the standard hosting contract unless exceptions are expressly noted. Requirements for Access to the City and Department Networks and Applications The Department will provide vpn or similar access to the Development and Test environments for Maximo,the CRM,the SunGard CIS,FireHouse and the Esri GIS. The TSP mast review and agree to City access policies prior to being granted access. See Exhibit D(Network Access Agreement)in Appendix A (City Professional Services Agreement)for details. If the TSP experiences difficulty with connections to City environments(the GIS, CRM, billing system or Firehouse),City staff will provide support Buri ig regular business hours, Monday through Friday, Issues with connectivity to the hosted Maximo environments will be handled by the HSP. Hosting and Technical Services for Fan worth Water Department Maximo I 3S RFP i5-G Proposal Requirements Type of Response This solicitation defines services to be provided by the TSP and the HSP. The Respondent may propose either the TSP, the HS or both sets of services. In either case the Respondent is encouraged to submit its response in accordance with the format described below. Responses shall be submitted electronically to eryck.waiker _ fortworthtexas.gay. The proposal shalt be digitally signed by a person(s) authorized to commit the resources of the Respondent. Please limit the file site of the responses to 8M B. Single or Multiple Contracts The City reserves the right to award a single contract or multiple contracts by section listed in the Scope of Work. Tentative Schedule of Events RFP Release Bate .lanuary 28,2015 Deadline for Questions February 12, 2015 by 5:00pm CST Respo-ase to Questions February 26, 2015 Proposals Due Date March 5, 2015 by 5:00 PM CST Evaluation of Proposals and Contract Negotiation March 6,2015 through March 31,2015 City Council Consideration April 14,2015 Notice to Proceed(Anticipated) April 21,2015 Period of Acceptance Proposer acknowledges that by submitting the Proposal, Proposer makes an offer that,if accepted in whole cr part by the City,constitutes a valid and binding contract as to any and all items accepted in writing by the City.The period of acceptance of proposals is one hundred and eighty (180) calendar days from the date of opening, unless the Proposer notes a different period. Tax Exemption The City of Fort Worth is exempt from Federal Excise and State Sale Tax;therefore,tax must not be included in any contract that may be awarded from this RFP. Cost Incurred in Responding All costs directly or indirectly related to preparation of a response to the RFP or any oral presentation required to supplement and/or clarify a Proposals which may be required by the City shall be the sole responsibility of and shall be borne by the participating Proposers. Negotiations The City reserves the right to negotiate all elements that comprise the successful Proposer's response to ensure that the best possible consideration be afforded to all concerned. Contract Incorporation The contract documents shall include the RFP,the Response to the RFP, the City's Professional Services Agreement and such other terms and conditions as the parties may agree. ItosVng and Technlcal Services Ior Fart Worth water Department Maximo 7 36 RFP 15-0102 Non-Endorsement If a Proposal is accepted,the successful Proposer, hereinafter"Venoor,"small not issue any news releases or other statements pertaining to the award or servicing of the agreement that state or imply the City of Fort Worth's endorsement of the successful Proposer's services. Unauthorized Communications After release of this solicitation,Proposers'contact regarding this RFP with members of the RFP evaluation,interview or selection panels,employees of the City or officials of the City other than the Purchasing Manager,the Minority and Business Enterprise(MBE)Office,or as otherwise indicated is prohibited and may result in disqualification from this procurement process. No officer, employee, agent or representative of the Proposers shall have any contact n discussion,verba[nr writte.n,with any members of the City Council, members of the RFP evaluation, interview,or selection panels, City staff or City's consultants,or directly or indirectly through others,seek to influence any City Council member, City staff,or City's consultants regarding any matters pertaining to this solicitation,except as herein provided. If a representative of any Proposers violates the foregoing prohibition by contacting any of the above listed parties with whom contact is not authorized,such contact may result in the Proposers being disqualified from the procurement process.Any oral communications are considered unofficial and non-binding with regard to this RFP. Proposal Evaluation Process An evaluation committee will evaluate the responsive submittals that minimum requirements stated in this Request for Proposals,may interview one or more firms,and may recommend one or more firms to the City Manager.Selection of a firm may be made without discussion with Proposers after proposals are received..Proposals should,therefore, be submitted on the most favorable terms. The City anticipates selecting Proposers)that will be recommended to the City Council for award of a contract(or contracts)to provide the requested professional services to the City of Fort Worth. The City reserves the right to reject any or all proposals. Proposal Evaluation Factors Select-son criteria will include the following: Experience and qualification of the proposed staff,including 40%(TSP only) experience with implementation of Maximo and Maximo interfaces in the water and wastewater industry(for TSP Respondents) Experience and qualifications of the Respondent Firm(s) 20%for TSP and 60%for HSP Responses from references 20% Cost 20% Frosting and Teehnieel 5ervices for Fart Worth Water department Maximo 7 37 RFP 15.0107. Vendor Registration Vendors must he registered with the City prior to contract award. Respondents are encouraged to register as soon as possible. Following are instructions fort he registration process: • Visit www.fortworthtexas.gov • Click on Vendors • Click on Register as a vendor * Review Terms&Conditions Click I Accept These Terms to proceed • At next screen,click No, i Want to Register Click Register • The first registration pop-up asks for your Federal ID#t or Social Security Number and your company name.The company name MUST be the proper organization narne and the same as of) invoices you would present for payment to the City of Fort Worth. • Follow through the screens by clicking Continue/Save at the bottom of each screen.The last screen will ask for your commodities (products and/or services that can be provided to the City). This information is used to send quotes,/bid opportunities to you by email and is also required in order to keep your account active. • Enter a key word search for unknown commodity codes (example:janitorial) ■ An email address is required to register online • If you selected"Certified Minority"you will be requested to provide a copy of your + Minority/Woman fawned Business certification. • Email a copy of your company's IRS W-9 form to the City's vendor registration administrator at Purch_asingB_SO@fortwaithtexas.gov_Your registration will not be activated until a completed W-9 is received and verified. Completed W-9s may also be faxed to the vendor registration administrator at 817-392-7254. Congratulations,you've registered!!You will receive an email with your registration confirmation. For any changes/edits to your vendor profile please email the vendor registration administrator at PurchasingBSC]@fortworthtexas.gov. The City of Fort Worth prefers to make vendor payments by direct deposit to venders' checking/savings accounts or by procurement credit card.The direct deposit process is called Automated Clearing House Transfer(ACH). Advantages of ACH are: Gives vendors use of the funds one business day AFTER the transfer has taken place. • Vendors receive an e-mail showing the invoices being paid by the transfer. • Invoices approved for payment by 3:00 p.m.will be transferred same day and will reach the vendors'bank accounts bythe next business day. To register for ACH service please visit http://fortworthtexas,gov/purchasing/,click on the link titled "Automated Clearing House Setup",download,complete and submit the two ACH forms. [lasting and Technical Services for Fort Worth Water Department Maximo 7 38 RFP 15-0102 Proposal Structure Below is a description of the content of the requested response to this solicitation. Please note the page limits of each section. This is not intended to be a firm requirement, however the Respondent is requested to adhere to the page limits as best it can while still providing the information required. Section 1 Executive Summary This section is intended to introduce the Respondent's organization{s)and to verify that the Respondent(s) meet the minimum requirements identified in the solicitation. The first section o`the Executive Summary should begin with the following tables demonstrating that the respondent meets minimum requirements, If hosting services are proposed, include the foIlowing information: Total Number of Maximo Systems Currently Hosted Total Number of Maximo Version 7 Systems Currently Hosted Hosting References Minimum of Three(3) Maximo 7,x Cl lent References,at least one w!th>100 Users Maximo Total Date Client Contact Information Client Software Number Hosting Contact Person Phone Email Name Version of Users Began Name and Title Number Address Minimum Requirements: If hosting services are proposed,the host must have at least three clients for whom Maximo 7 software is being hosted,and at least one of these clients must have more than 100 users_ If technical services are proposed,include the following information_ Total Number of Maximo 7 Implementation,Upgrade,or Integration Projects Completed in the Last Two years Maximo Integration References Minimum of Three(3) Maximo 7.x Clients References for whom Billing system,Customer Relationship Management(CRM)System,or GIS Interfaces have been Developed or Upgraded Client Name,Maximo Integrated Date Client Contact information Version, Interface Type Product Interfaces Contact Person Phone Ema'O (Billing,CRM,GIS) Name(s) Completed Name and Title Number Address Hosting and rEchnIc2d Services far Fort Worth water Department Maximo 7 39 RFP IS-0102 Minimum Requirements: If technical services are proposed,the proposing firm must have completed at least three(3J Maxima 7 implementation, integration or upgrade projects in the last three(3)years,and these projects must have included interfaces to a utility billing system,customer relationship management system, andlor geographic information system. After addressing the minimum requirements described above, please provide a brief description of corporate experience relevant to this project,summarize proposed staffing resources to be assigned and provide evidence of a general understanding of the project requirements,goals and objectives. Please limit to 3 pages. Section 2 Response to Scope, Schedule and Contract Requirements Both HSP and TSP respondents should complete this section to provide specific responses to the work scope and schedule and the contract terms. This section should include the following: ■ Response to Task and Milestone Definitions: if the respondent takes exception to a task description or milestone definition, alternative language should be suggested for that task or milestone. If a TSP is offering more than one approach to a task(with alternative milestone prices),the different approaches should be described. Respondents should address only those tasks or milestones for which they take exception to the language in this solicitation orfor which they are responding with more than one approach and price. • Response to Anticipated Schedule: Please indicate the anticipated duration of each task the respondent will complete (hosting tasks,technical tasks,or both). Please recommend modifications to the overall schedule that may be necessary to support the proposed price and approach. • Response to Terms and Conditions: The Respondent shall indicate any exceptions or clarifications to the contract terms and conditions shown included in this solicitation. If exceptions are taken the Respondent shall propose alternative language. Please limit the response to this section to 6 pages. Section 3 System Architecture Whether the`Respondent is proposing as a TSP,HSP or both,this section sha[i depict and describe the a rciaitectu re of the application and database servers needed to meet.the performance criteria defined herein. HSP Respondents should include minimum requirements for the channels)used to access the hosted system. All respondents should include minimum requirements for end user devices(including hardware requirements, operating system, and browser).When sizing the system, respondents should assume that all users, including mobile users, will connect directly to the Maximo EAM software. if Respondents wish to suggest alternative mobile solutions,these may be depicted in alternative architecture diagrams. Please limit the response to this section to 3 pages. Hosting and Technical se rVJ Ce5 (or Fort Worth Water Department Maximo 7 40 RFP 15-0102 Section 4 Proposed Hosting Services and Master Agreement If the Respondent is proposing hosting services, please describe the proposed hosting arrangement. Include a sample M aste r Ag reeme nt for one year of hosting services with options for continuation of services. Section 4 has no suggested page limit. Section 5 Proposed project Team fcr Technical Services If the Respondent is proposing as a TSP, include the following: • Organization Chart: Indicate roles, responsibilities and reporting functionality for each person on the proposed team. • Brief Bios for al!Technical Developers: Please limit bios to fz page per person. • Full Resumes: Provide full resumes for each proposed team member in an appendix to the proposal. • List of Projects on which Proposed Team Members have worked: This list shall indicate the roles of each team member on each ,project. • References for the Proposed Team Members: Provide at least two references for each team member, including contact name,organization, phone number,email address, and a description of the services the team member provided. Is Team Member Role by Milestone: Describe the role of each team member with respect to each project milestone. Please limit the response to this section to 6 pages. Section E Company Experiences anc References Provide a brief company history and describe experience with similar projects. If proposed project team members have provided similar services to the City of Forth Worth in the past, please list these projects, including project dates, descriptions,the respondent personnel involved, and the City's project manager. If the respondent has been certified by the Forth Central Texas Regional Certification Authority, please include the certificate number and nature of the certification,and please include a copy of the current certificate. Provide additional detail about the company references listed in the Executive Summary, including the information from the Executive Summary as well as: • Brief description of service provided (no more than 1 page) • Total contract fees • Dates of service Please limit this section to 5 pages. Fkrsting and eehn1ca9 Services frnr Fort Worth Water Department Maxim,)7 41 RFP 15-0102 Section 7 Cost Proposal The'Respondent shall complete Tables 1 and/or 2 below for the Firm Fixed Fee per Milestone, hourly rates for additional services and software costs. If alternative approaches are proposed multiple tables supporting each alternative approach must be submitted. Refer to the"Hosting Services Pricing" and "Technical Services Pricing"sections for descriptions of firm fixed fee pricing. Note that the terms of payment to the Service Providers)are as follows: ■ Once the deliverable for a milestone is accepted by the Program Manager and the City, the TSP or HSP may invoice for the agreed-to firm fixed fee. • One single payment will be made upon completion of a milestone. No partial payments or progress payments per milestone will be made. • The City will not retain a percentage of the milestone payments. All costs including labor,expenses,taxes,insurance,other overhead(including project management costs),and profit are to be included with the firm fixed fee costs. Rates for Additional Technical Support(HSP)shall he quoted on a ioh or position classification basis. General Technical Consulting (TSP)shall be quoted on an hourly basis for named individuals. ❑o not include costs for job or position classifications. If additional software is needed to support an interface,the specific product(s)should be itemized, including the basis for the software pricing.All necessary software costs shall be itemized. The initial software cost (first column)should include the first year of maintenance fees,and the subsequent annual maintenance fee should be provided in the second column. HSP Tasks Firm Fixed Fee Task H1. Documentation $ Task H2.Setup $ Task H3. Hosting and Related Technical Support $ Subtotal HSP Firm Fixed Fee and Annual Software Cost $ Task H4.Additional Technical Support $ Position Classification 1 $/Hr Position Classification 2 $Ar 1 Position Classification N $/Hr Table I—Hosting Services Provider Firm Fixed Fee and Hourly Rates Hosting and TedinicaI Services for Fort worth Water Department Maxima 7 42 RFP 15-0102 TSP Tasks Firms Fixed Annual Fee Software Maint. Fee Task T1. Development and Execution of Configuration Migration Plan Milestone T1.1. First Draft cif Configuration Migration Plor $ Delivered, Reviewed with Project Team,and Accepted by the City ll4ilestone T1.2. Test Environment Ready far User Acceptance $ Testing Prior to First Go-live(Configuration Migration Plan Successfully Executed by TSP and Verified by Project Team) Milestone T1.3. Final Configuration Migration Plan Delivered $ (incorporating all configurations for which the TSP is responsible) Task T2.Technical Protocol and Schedule for Data Refreshes from Production ,Milestone T2.1. Written Protocol for Data Refresh from $ Production Delivered to and Accepted by the City. Milestone T2.2. Refresh Process Successfully Completed and $ to the City(and Updated Documentation Delivered if Needed) Task T3. Design and Build GiS Geodatabase Interface(GIS Data Integration) Milestone T3.1. City Receives and Signs off on $ Documentation of the Interface Design and Testing Plan Milestone T3.2.Interface is Developed and Unit-tested in the $ Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) Milestone T3.3. City Completes Interface Testing and Signs $ nff on the Functionality(Ready fnr Migrntinn tri Prndurtinn) Total First Year Software Cost and Annual Maintenance Fee $ $/Yr for Products)Required for the Interface(list each software product separately) Task T4.Design and Build Map Application Functionality(GIS Appligtion Integration) Milestone T4.I. City Receives and Signs off on Documentation of the Interface Design and Testing Plan Milestone T4.2. Interface is Developed and Unit-test8d in the $ Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) Milestone T4.3, City Completes Interface Testing and Signs $ off on the Functionolity(Ready for Migration to Production) Total First Year Software Cost and Annual Maintenance Fee $ $/Yr for Product(s)Required for the Interface(list each software product separately) Task T5.Design and Build CRM Interface Hosting ane!TechnIni Services for Fort Warxh Water Oepartment Maximo 7 43 RFP 15-02172 TSP Tasks Firm Fixed Annual Fee Software Maint. Fee Milestone TS.1. City Receives and Signs off on Documentation of the interface Design and Testing Pian Milestone T5.2. Interface is Developed and unit-tested in the $ Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) Milestone T5.3. City Completes Interface Testing and Signs $ off on the Functionality(Ready for Migration to Production) To tai First Year Software Cost and Annual Maintenance Fee $ $/Yr for Product(s)Required for the interface(list each software product separately) Task T6. Design and Build FireHouse Interface Milestone T6.1. City Receives and Signs off on $ Documentation of the Interface Design and Testing Plan Milestone T6.2. Interface is Developed and Unit-tested in the $ Development Enviro nme nt and Propagated to the Testing Environment(Ready for Testing by the Department) Milestone T6.3. City Completes interface Testing and Signs $ off on the Functionality(Ready for Migration to Production) Total First Year Software Cost and Annual Maintenance Fee $ $/Yr for Product(s)Required for the interface(list each software product separately) Task T7.Design and Build SunGard Interface Milestone T7.1. City Receives and Signs off on $ Documentation of the Interface Design and Testing Pion Milestone T7.2.Interface is Developed and Unit-tested in the $ Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) Milestone T7.3. City Completes Interface Testing and Signs $ off on the Functionality(Ready for Migration to Production) Total First Year Software Cost and Annual Maintenonce Fee $ $/Yr for Product(s)Required for the interface(list each software product separately) Task T8. Develop Tools to Load Plant Inventory, Asset and Work Order Data,and Support initial Use of Maximo 7 Production Environment Milestone T8.1. Plant inventory, Asset and Work Order,Data $ Loading Configuration Design Submitted and Accepted by the Department Milestone T8.2. Plant inventory,Asset and Work Order Data $ Looding Configurations Completed and Migrated to Test Environment, and Sample Set of PlontAsset Records Landed Successfully in Test Milestone T8.3, Maxima 7 Production Environment Live for $ first Set of Users, and TSP has Resolved Issues discovered Hosting and Technical Services for Fart Worth Water Department Maximo 7 44 RFP 15-0102 TSP Tasks Firm Fixed Annual Fee Soft►vare Maint.Fee during Go Live related to Configurations for which TSP is Responsible. Task T9.Integrated System Testing Milestone T9.1. Integrated System Testing Successfully $ Completed Task.T10. Werk Order Detail and Cost Reports Milestone T10.1. Modified Work Order Detail Report $ Delivered and Accepted Milestone T10.2. Cost Report Delivered and Accepted $ Task T11. Develop Tools and Protocol to Migrate Field Operations Hata and Support Cutover Milestone T11.1. Design of Field operations Data Migration $ Process and Tools Submitted and Accepted by Department Milestone T11.2. Field Operations Data Mfgration Process $ Developed and Successfully Completed in the Test Environment Milestone T11.3. Field Operations Cutover Plan Submitted $ and Accepted Milestone T11.4.Field Operations Cutover to Production $ Complete Subtotal TSP Firm Fixed Fee and Annual Software Cost $ $/Yr Task T12. Mobile Pilot and General Technical Consulting Named Individual 1 $/H R Named Individual $IHR Named Individual3 $/HR Named individual N $/H R Table 2. Technical Services Provider Firm Fixed Fee, Hourly Rates and Software Costs Hosting and"ethnical Services for Fort Worth Water Department Maximo 7 45 RFP 15-0162 Appendix A. City's Standard Contract Terms, Conditions and Exhibits for Professional Services Agreements Hosting and Technlcal Services Subcontractors for Fare Worth Water Department Al RFP 15-17107 City Secretary Contract No. ORTWORTH. PROFESSIONAL SERVICES AGREE MX-hT anfonnadon TechnolW) This PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and entered into by and between the CITY OF FORT NORTH (the"City" or"Client"), a Texas home-rule municipal corporation, and LEGAL NAME OF ENTITY("Consultant"or"Contractor"),a insert State of incorporation Company.City and Consultant are each individually referred to herein as a"party"and collectively referred to as the"parties." CONTRACT DOCUMENTS: The Contract documents shall include the following: L This Agreement for Professional Services 2. Exhibit A—Statement of Work plus any amendments to the Statement of Work 3. Exhibit B—Payment Schedule 4. Exhibit C—Milestone Acceptance Form 5. Exhibit D—Network Access Agreement G. Exhibit E—Signature Verification Form All Exhibits attached hereto are incorporated herein and made a part of this Agreement for all purposes. In the event of any conflict between the documents,the terms and conditions of this Professional Services Agreement shall control. The teen"Consultant"or"Contractor"shall include the Consultant or Contractor,and its officers,agents,employees, representatives,servants,contractors or subcontractors.The term"City"sliall include its officers,employees,agents, and representatives. I. Score of Services. Consultant hereby agrees, with good faith and due diligence, to provide the City with professional consulting services for specific description of services. Specifically,Consultant will perform all duties outlined and described in the Statement of Work,which is attached hereto as Exbibit"A"and incorporated herein for all purposes,and further referred to herein as the "Services." Consultant shall perform the Services in accordance with standards in the industry for the same 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 Exhibit A,the terms and conditions of this Agreement shall control. 2. Term. This Agreement shall commence upon insert date("Effective Date") and shall expire no later than insert expiration date("Expiration Date"), unless terminated earlier in accordance with the provisions of this Agreement or otherwise extended by the parties.This Agreement may be renewed for[insert number of renewals][at the City's option]or[upon mutual written consent of the parties],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. Dame of Consultant Pmfesstonal5erwes Agreement-Technology Page]of 17 Rev.11 f2o14 City Secretary Contract No. The City shall pay Consultant an amount riot to exceed$00,000.00 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 Agreement 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 agrees 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(I%). 4. Termination. 4.1. Convenience.Either the City or Consultant may terminate this Agreement at any time and for any reason by providing the tither party with 30 days written notice of termination. 4.2 Breach. Subject to Section 29 herein, either party may terminate this Agreement for breach of duty, obligation or warranty upon exhaustion of ail remedies set forth in Section 29. 4.3 Fiscal Funding Out. In the event no funds or insufficient funds are appropriated by the City in any fiscal period for any payments due hereunder, tfte City will notify Consultant of such occurrence and this Agreement shall 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 Agreement 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 perforin services hereunder,Consultant shall return all City provided data to the City in a machine readable format or other format deemed acceptable to the City. S. Disclosure of Conflicts a,ud Confidential Information. 5.1 Disclosure of Conflicts.Consultant hereby warrants to the City that Consultant has made full disclosure in writing of any existing 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 snake full disclosure to the City in writing. 5.2.. Confidential 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 grounds for the City to have or obtain any rights in such proprietary products, materials,or methodologies unless the panics have executed a separate written agreeroent 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. Name of Ccnsuitant Professional Services Agreement-Technology Page 2 of 17 Rev.1 t 12014 City Secretary Contract No. b. 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 records 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 necessary 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 agrees 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 further 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 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 Agreement,Consultant shalt 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 or any officers,agents, servants, employees or subcontractors of Consultant. Neither Consultant, nor 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 for any and all payinent and reporting of taxes on behalf of itself, and any of its officers,agents,servants,employees or subcontractors. 8. LIABILITY AND INDEMNIFICATION. A. LIABILITY - CONSULTANT SHALL HE 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 CFIARACTER, WHETHER REAL OR ASSER'T'ED,TO THE EXTENT CAUSED BY THE. NEGLIGENT ACT(S) OR OMISSION(S), MALFEASANCE OR INTENTIONAL MISCONDUCT OF CONSULTANT, ITS OFFICERS, AGENTS, SERVANTS OR EMPLOYEES. B. INDEP4NTFICATION - CONSULTANT HEREBY COVENANTS AND AGREES TO INDEMNIFY, HOLD HARMLESS AND DEFEND THE CITY, ITS OFFICERS, AGENTS, SERVANTS AND EMPLOYEES, FROM AND AGAINST- ANY AND ALL CLAIMS OR LAWSUITS OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, FOR EITHER PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE ORLOSS TO CONSULTANT'S BUSINESS,AND ANY RESULTING LOST PROFITS) PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, AND DAMAGES FOR CLAIMS 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. Mame of Consultant Prefessional Services Agreement-Technology Page 9 of 17 Rev.11/2014 City Secretary Contract No. C.INTELLECTUAL PROPER'T'Y IN FRINGEMENT—(i)The Consultant warrants that all DeUverabies, 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. (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 mark, trade secret,or other intellectual 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, defend,settle or pay shall not apply if the City modifies or misuses the Deliverable(s). So long as Consultant hears 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; bowever,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 orcompromise 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 expenses shall not eliminate Consultant's duty 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 awn 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 modification 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 tion-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 awouuts 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 HEREUNDER SHALL BF.SECURED BY THE REQUISITE INSURANCE COVERAGE AND AMOUNTS SET FORTH IN SEC—,JON 14 OF THIS AGRI;EiNEN'r. 9. Assignment and Subcontracting` 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 agrees 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 Briar to the assignment If the City grants consent to a subcontract, the subcontractor shall execute a written agreement with the Consultant referencing this Agreement under which the subcontractor shall agree 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 subcorivact, Name of Consuttant Professional Services Agreement-Technology Page 4 of 17 Ree_11/2014 City Secretary Contract No. _ 10. INSURANCE. 14.1 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 Liabili a. Combined limit of not less than 52,000,000 per occurrence;$4million aggregate or b-Combined limit of not less that,$1,000,000 per occurrence;$2,000,000 aggregate and Umbrella Coverage 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 Agreement, including owned, non-owned, or hired vehicles, with a combined limit of not less than $1,000,000 per occurrence. 3. Professional Liability(Errors&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;$2,000,400 aggregate and Umbrella Coverage 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 ctaims not covered by the primary Technology Liability policy.Defense costs shall be outside the limits ofliability. (a) Coverage shall include,but not be limited to,the following: (i)Failure to prevent unauthorized access (ii)Unauthorized disclosure of infornation (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 for 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 Agreement. Technology coverage may be provided through an endorsement to the Commercial General Usability(CGL) policy, a separate policy specific to Technology E&O, or an umbrella policy that picks up coverage atter primary coverage is exhausted. Either is acceptable if coverage sheets all other requirements. Technology coverage shall be written to indicate that legal casts 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 riot exceed $50,000 without the written approval of the City. Coverage shall be claims-made, with a Name of Consultant Professional Services Agreement-Technology Pages of 17 Rev.112034 City Secretary Contract No. retroactive or prior acts date that is on or before the effective date of this Agreement. Coverage shall be maintained for the duration of the contractual agreement and for two (2) years following completion of services provided. An annual certificate of insurance, or 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. 1.2 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 prem ium. 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. Al I insurers must have 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 shall be delivered to and approved by the City's Risk Management Division prior to execution of this Agreement. H. Compliance with Laws,Ordinances Rules aad Re ulatioes. Consultant agrees 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,ordinances,rules or regulations,Consultant shall immediately desist from and correct the violation. 12. Non-Discrimination Covenant. Consultant, for itself, its personal representatives,assigns,subcontractors and successors 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. 13. Notices. Notices required pursuant to the provisions of this Agreement shalt be conclusively determined to have been delivered when (1) hand-delivered to the other panty, its agents, employees, servants or 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: Name of Consultant Professional Services Agreement-Technology Page 6 of 17 Rev.11/2014 City Secretary Contract No. TO THE CITY: City of Fart Worth With Copy to the City Attorney Attn;Name of City Contact at same address 1000 Throckrnorton Fort W Orth TX 761 02 Facsimile:($17)392-xxxx TO CONSULTANT: Nance: Attn-, Address: City,State, Zip Facsimile: 14. Solicitation of Employees. Neither the City nor Consultant shall,during the term of this Agreement and additionally for a perio3 of one year atter its termination, solicit for employment or employ, whether as employee or independent contractor, any person who is or has been employed by the other during the term of tlkis Agreement,without the prior written consent of the person's employer.This provision shall not apply to an employee who responds to a general solicitation or advertisement of employment by either party. 15. Governmental Powers- It is understood and agreed that by execution of this Agreement,the City does not waive or 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 or 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. Governiuti 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 for such action shall li-z in state courts located in Tarrant County,Texas or the United States District Court for the Northern District of Texas, Fort Worth Division. 18. Severability, 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. Name of Consultant Professional Services Agreement-Technology Page 7 of 17 Rev.11�2014 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. Headlues 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 exhibits hereto. 22. Amendments. No amendment of this Agreement 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, Entirety or Agreement, This Agreement, including any exhibits attached hereto and any documents incorporated herein by reference, contains the entire understanding and agreement between the City and Consuftant, 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 Agreement. 24. Counterparts This Agreement 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 Agreement,modification,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 original signature is not delivered, 25. Warrauty 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 ofany breach of this warranty within thirty(30)days from the date that the services are completed. In such event,at Consultant's option, Consultant shall either(a) use commercially reasonable efforts to reperform the services in a manner that conforms with the warranty,or(b)refund the fees paid by the City to Consultant for the nonconforming seryices. 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 Exhibit"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 Name of consultant Professional Services Agreement-Technology Page 8 of 17 Rev.11/2014 City Secretary Contract No. shall not be authorized 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/or any of its employees, officers, agents, servants or 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 Exhibit"D"and incorporated herein for all purposes. 27.2 Federal Law Enforcement Database Access. If Consultant, or 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") or National Fingerprint File ("NFF"), that is governed by and/or defined in Title 28,Code of Federal Regulations Part 20("CFR Part 20"),for the purpose of providing services for the administration of criminal justice as defined therein on behalf of the City under this Agreement, Consultant shall comply with the Criminal Justice Information Services Security Policy and CFR fart 20, and shall separately execute the Federal.Bureau of Investigation Criminal Justice Information Services Security Addendum. 28. Immi ration 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 she Employment Eligibility Verification Form (1-9), 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 of this provision by Consultant. 29. Informal Dispute Resolution. Except in the event of termination,pursuant to Section 4.2, if either City or Consultant has a claim,dispute,or other matter in question for breach of duty,obligations,services rendered or any warranty that arises under this Agreement, the parties shall first attempt to resolve the matter through this dispute resolution process. The disputing party shall notify the other pasty in writing as soots as practicable after discovering the claim,dispute,or breach. The notice shall state the nature of fhe 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 Agreement. If the parties fail to resolve the dispute within sixty(fit])days of the date of receipt of the notice of the dispute,then the parties may submit the matter to non-binding mediation in rFarrant 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 agreed 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 parry 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 accordance with this informal 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 Name of Consultant ?rofessional Services Agreement-Technology Page 9 of 17 Rev,12/2014 City Secretary Contract No. informal dispute resolution process set forth herein, apply to a court having jurisdiction for a temporary restraining order or preliminary injunction where such relief is necessary to protect its interests. 30. Reporting Requirements. For purposes of this section,the words below shall have the following meaning.- Child eaning:Child shall mean a person under the age of 18 years of age. Child pornography means an image of a child engaging in sexual conduct or sexual performance as defined by Section 43.25 of the Texas Penal Code. Computer means an electronic, magnetic, optical, electrochemical, or 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 anchor civil penalties, Dame oFConsultant Professional Services Agreement-Technology Page 10 at 17 Rev.11/2014 City Secretary Contract No. 31. Siy_nature Authority'. 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 granted 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 or any amendment hereto. Executed in multiples this the day of 20— AGREED: AC REED: CITY OF FORT WORTH: NAME OF CONSULTANT: By: By: ACM Name Authorized Signatory Name Assistant City Manager Title Date: Date: ATTEST: ATTEST: By: By: City Secretary Name Name City Secretary Tide APPROVED AS TO FORM AND LEGALITY: By: Attorney Name Senior Assistant City Attorney CONTRACT AUTHORIZATION: M&C: M&C No. Date Approved:Date Name of Consultant PrcfesSional Smccs Agreement_Technology Page 11 of 17 Rev.11/2444 City Secretary Contract No. EXIIJBITA STATEMENT OF WOIM (Insert HSP and/orTSP task descriptions from this solicitatiwi) Name of Cons uitant ProfemionaIServices AgreemenI-Technology Page 12 of 7 7 Rev.11/2034 City Secretary Contract No. EXHIBIT B PAYMENT SCHEDULE (Insert milestone prices and hourly rates) Name of Consultant !'t fesftnaf Services AjmRrrent-Technology Page 13 of 17 Rev.1112014 City Secretary Contract No. EXHIBIT C MILESTONE/DELIVERABLE ACCEPTANCE FORM Services Delivered: Milestone J Deliverable Ref,#: Milestone 1 Deliverable Name: Unit Testing Completion Date: Milestone f Deliverable Target Completion Date: Milestone 1 Deliverable Actual Completion Date: Approval Date: Comments(if needed): Approved by Consultant: Approved by City Department Director: Signature' Signature: Printed Name: Printed Name: 1""isle: Title: Date; Date: For Director Use Only Contracted Payment Amount: Adjustments, including penalties: Approved Payment Amount: Narne of Con suftant Profess;onat Services Agreement-Technology Rage 14 of 17 Rev,11/2014 City Secretary Contract No. EXHIBIT D NETWORK ACCESS AGREEMENT 1. The Network. The City owns and operates a computing environment and network (collectively the "Network").Contractor wishes to access the City's network in order to provide[description of services]. In order to provide the necessary support, Contractor needs access to [description of specific Network systems to which Contractor requires access, i.e. Internet,Intranet,email,IAT System,etc.]. 2. Grant of Limited Access. Contractor is hereby granted a limited right of access to the City's Network for the sole purpose of providing [description of services]. Such access is granted subject to the terms and conditions forth in this Agreement and applicable provisions of the City's Administrative Regulation D-7 (,Electronic Communications Resource Use Policy),of which such applicable provisions are hereby incorporated by reference and made a part of this Agreement for all purposes herein arid are available upon request, 3. Network Credentials.The City will provide Contractor with Network Credentials consisting of user IDs and passwords unique to each individual requiring Network access on behalf of the Contractor. Access rights will automatically expire one(1)year from the date of this Agreement. If this access is being granted for purposes of completing services for the City pursuant to a separate contract,then this Agreement will expire at the completion of the contracted services,or upon termination of the contracted services, whichever occurs first. This Agreement will be associated with the Services designated below. ❑ Services are being provided in accordance with City Secretary Contract No. ❑ Services are being provided in accordance with City of Fort Worth Purchase Order No. ❑ Services are being provided in accordance with the Agreement to which this Access Agreement is attached. ❑ No services are being provided pursuant to this Agreement. 4. Renewal. At the end of the first year and each year thereafter,this Agreement may be renewed annually if the following conditions are met: 4.1 Contracted services have not been completed. 4.2 Contracted services have not been terminated. 4.3 Within the thirty (30) days prior to the scheduled annual expiration of this Agreement, the Contractor has provided the City with a current list of its officers, agents, servants, employees or representatives requiring Network credentials. Notwithstanding the scheduled contract expiration or the status of completion of services, Contractor shall provide the City with a current list of officers,agents,servants,employees or representatives that require Network credentials on an annual basis. Failure to adhere to this requirement may result in denial of access to the ]Network and/or termination of this Agreement. 5. Network Restrictions. Contractor officers,agents,servants,employees or representatives may not share .the City-assigned user IDs and passwords.Contractor acknowledges,agrees and hereby gives its authorization to the City to monitor Contractor's use of the City`s Network in order to ensure Contractor's compliance with this Agreement. A breach by Contractor, its officers,agents,servants,employees or representatives,of this Agreement and any other written instructions or guidelines that the City provides to Contractor pursuant to this Agreement shall be grounds for the City immediately to deny Contractor access to the Network and Contractor's Data,terminate the Agreement,and pursue any other remedies that the City may have under this Agreement or at law or in equity. 5.1 ]Notice to Contractor Personnel_For purposes ofthis section,Contractor Personnel shall include all officers,agents,servants,employees,or representatives of Contractor.Contractor shall be responsible for specifically notifying all Contractor Personnel who will provide services to the City under this agreement of the following City requirements and restrictions regarding access to the City's Network: (a) Contractor shall be responsible for any City-owncd equipment assigned to Contractor Personnel, and will immediately report the loss or theft of such equipment to the City Name of consultant Professional Services Agreement-Technology Page 15 of 11 Rev.JI!Z014 City Secretary Contract No. (b) Contractor, and/or Contractor Personnel, shall be prohibited from connecting personally-owned computer equipment to the City's Network (c) Contractor Personnel shall protect City-issued passwords and shall not allow any third party to utilize their password and/or user ID to gain access to the City's Network (d) Contractor Personnel shall not engage in prohibited or inappropriate use of Electronic Communications Resources as described in the City's Administrative Regulation D7 (e) Any document created by Contractor Personnel in accordance with this Agreement is considered the property of the City and is subject to applicable state regulations regarding public information (f) Contractor Personnel shall not copy or duplicate electronic information for use on any non-City computer except as necessary to provide services pursuant to this Agreement (g) All network activity may be monitored for any reason deemed necessary by the City (h) A Network user ID may be deactivated when the responsibilities of the Contractor Personnel no longer require Network access G. Termination. In addition to the other rights of termination set forth herein, the City may terminate this Agreement at any time and for any reason with or without notice,and without penalty to the City. Upon termination of this Agreement,Contractor agrees to remove entirely any client or communications software provided by the City from all computing equipment used and owned by the Contractor, its officers, agents, servants, employees and/or representatives to access the City's Network. 7. Information Securiky. Contractor agrees to make every reasonable effort in accordance with accepted security practices to protect the Network credentials and access methods provided by the City from unauthorized disclosure and use. Contractor agrees to notify the City immediately upon discovery of a breach or threat of breach which could compromise the integrity of the City's Network,including but not I imited to,theft of Contractor-owned equipment that contains City-provided access software, termination or resignation of officers; agents, servants, employees or representatives with access to City-provided Network credentials, and unauthorized use or sharing of Network credentials. ACCEPTED AND AGREED: CITY OF FORT WORTH! CON'T'RACTOR NAME: By: By: ACM Name Name: Assistant City Manager "Title: Date: Date: ATTEST: ATTEST: By: By: City Secretary Name: Title: APPROVED AS TO 1F'ORIM AND LEGALITY: By: Assistant City Attorney M&C-_ none required Name of consultant Prpfessiona[Services Agreement-Technology Page 16 of 17 Rev.11/2014 City Secretary Contract No. EXHIBIT F. VERIFICATION OF SIGNATURE:AUTHORITY Full Legal Name of Company: Legal Address: Services to be provided; Execution of this Signature Verification Form ("Form") hereby certifies that the following individuals and/or positions have the authority to legally bind the Company and to execute any agreement, amendment or 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 Form 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 Fomz until it receives a revised Forni that has been properly executed by the Company. 1. Name: Position: Signature 2. Name: Position: Signature 1 Name: Position: $ignature Flame: Signature of President 1 CEO Other Title- Date: Name of Consultant Nrofessionaf Services Agreement-Technology Page 17 of 17 Rev.11/2014 Maximo Hosting and Technical Services Proposal Submitted to: Fryck Walker City of Fort Worth Purchasing Division, Lower Level, 1000 Throckmorton Street Fort Worth TX 76102 FR 15-0102 Fort Worth Water Utility Migration to Maximo 7 Prepared by: Tota! Resource Management 510 King Street,Suite 200 Alexandria, Virginia 22314 (703) 548-4285 703.548,3641 Fax Bruce DeSilva Western Region Services Director FORTWORTH. March 5, 2015 total resource management A Consulting and Technology Company Total Resource Management Use or disclosure of data contained herein is not authorized without express written permission of Total Resource Management, Inc Fon Wo-th Water Utility Migration o Maxima V7 TABLE OF CONTENTS 1. Executive SUmmary .................................................................................1 2. Response to Scope, Schedule and Contract Requirements.................3 2.1 Response to Task and Milestone Definitions ............................................4 2.1.1 Task 4 - Additional Software _..........................................................4 2.1.1 Task 4 —Alternative To Include Spatial— ................................4 2.1.2 Task 7 —Additional Rules Manager Software..................................5 2.2 Response to Anticipated Schedule .._......................................................5 2.3 Response to Terms and Canditions:.........................................................5 3. System Architecture.................................................................................7 4. Proposed Hosting Services and Master Agreement ...............................9 5. Proposed Project Team for Technical Services....................................22 5.1 Team Member Roles by Milestone..,.......................................................2? 6. Company Experience and References..................................................31 6.1 Company Experience and Reference Description...... ...... .........-...32 7. Cost Proposal..............................--......................................................36 7.1 HSP Pricing...........................----.... .....36 7.2 TSP Pricing ................................................................................ ....36 7.2.1 Pricing Option #1 — Base .—...........................................................3' 7.2.2 Pricing Option #2 — Maximo Spatial..............................................39 7.2.3 Pricing Option #3 -- Maximo Spatial & RulesManager..................41 7.2.4 Pricing Option ##4 -- Buse & RulesManager...................................43 8. Appendix.,...............................................................................................45 �9 Total Resource Management Use ordiseiosure of dada contained herein is nol aulhori,,ed wilhaul express wrillen permission of'l'oiai Resource Alwragcnrenl.Inr. Fart Worth Water Utility Migration to Maxima V7 1. Executive Summary TRM's more than meets the minimum requirements for Hosting references. The Customers range in size of 400 users down to 16- 1. Maximo Hosting References Number of Systems Currently Hosted 12 Total Number of Maximo Version 7 Systems Currently Hosted 12 Client Mame Maximo Total Date Client Contact Information Version Number Hosting of Users began Name and Title Phone Email PPG V7.5 1000 May 2033 Scott Kakavis IT (412)443-4406 kekavls9ppg.com Manager Hawaii DOT v7.5 150 Sept 2009 Brant Tanaka (808)839-7222 brarrt@,gotoetc.com Manager State of Alaska Dept V7.5 30 June 2013 Doug Ault Facilities (907)265-7814 douglas.uult@oloska.gov Social Services Manager rRM's more than meets the minimum requirements for Integration references. 2. Maximo Integration References Total'Number of Maximo V7.x Implementation,Upgrade,or integration 21 Projects Completed in the Last Two Years Client Name,Maximo Integrated Date Client Contactlnformatlon version,interface type product interfaces name completed rivame and Title Phone Email Orange County ESRI, Jan 2015 Pongsakdi fSak)Cady (714)593-7275 pcady@ocsd.com Sanitation District,v7.5, Oracle i GIS,Financial,Timecard Rnanclals, Project Manager Workforce Vallecitos Water District North Star Feb 2093 Karla Fisher 1T (76)744-0460 khsheCo)vwd.org v7.5,CRM&Billing Supervisor Sempra Global,v7.5, Great Feb 2013 Lois McWay IT Manager (619)696-4571 lmcway@semprousgp.com Procurement Plains FSFPUC,v7.5,Call 311, .fan 2014, Yash Sharman IT (415)551-4304 YSharman@Csfwater.org Financial FAMIS, Manager Hawaii DOT v7.5,GIS SSRI June 2013 Brant Tanaka-Manager (848)839-7222 bran K_&go to etc.com Project Requirements, Goals and Objectives We believe the Fort Worth Water Department(The Department)desires to expand the use of your Enterprise Asset Management system,in support of new business objectives and to leverage the additional functionality and automation that the latest version of Maximo will deliver. Ultimately this will strengthen The Department's asset management program and help facilitate the standardization and prioritization process for asset rehabilitation and replacement projects, and establish consistent work practices across departments. Therefore the FAM system will require a Maximo environment that is;accessible (207), responsive, reliable, secure,robust Page 1 Total Resource Management Use or disclosure of Bala contained herein is not au 01 viahouI express written permission of Total Resource Management,Inc Fort Worth Water Uflity Migration to Maximo V7 and supported by a responsive staff with extensive experience managing Maximo environments. In addition,the staff will need skills to fully support the targeted interface projects and effectively operate under the change management and direction of the Department's leadership. Corporate Experience and Staffing TRM is completely confident we can deliver the desired results as both your TSP and HSP partner. This stems from over 20 years of effectively implementing and managing Maximo solutions staving with V2 right up to the latest V7.5 and 7.6. More specifically as the TSP,TRM has been managing and tuning Maximo customer environments for over 17 years. This gives us immense experience in ensuring that Maximo is engineered to meet the Department's needs.Our experience has covered almost every combination of managed services for our customers. It includes; managing the environment both on premise or within TRM's own infrastructure,as well as managing current TRM SaaS/hosted environments which reside on aur IAAS(Infrastructure as a Service) partner's environment, All of this is orchestrated by a team of experienced engineer's capable of executing very intricate design and implementations. Every TRM mission-dependent Maximo environment utilizes appropriate Change management policies,documentation, monitoring tools, and service management in order to ensure the availability and performance of the system.When preparing to manage a customer's infrastructure the TRM team identifies and captures;the organizational objectives and requirements,technical strategies and plans,current policies and operating procedures,existing and,planned configurations, and Maximo system requirements,to determine the recommended"To-Be"environment to ensure the availability and performance of Maximo. I� 7�le TRM Waterl�wstry bus€amr Just one example ofTRM's Managed infrastructure work: East ttnlcrpal W4Wr:District FF A -e _ The Naval Facilities Engineering Command,where TRM + Sw?ctwdter•Arttharity TM~ provided a Maximo system capacity planning study and '• Sacrann00 .X 5gvyer_LNstrie_t designed and deployed a high-availability, clustered Maximo environment that serves over 10,000 users around the globe. Val9ecitc�s Water District- This was in a data center using a combination of on-site and ` Lo. -A geles County Pufrlic Warks remote personnel. Throughout a five year multi-million • t aliFarnia.Water 5ervice dollar engagement TRM performed extensive load testing, •:SLIh Diego County WaterAuthorit.q end-to-end performance monitoring and DR and COOP • Colorado Springs utilities ' procedures while consolidating and upgrading multiple + Itonplulu-Board of Water Su F instances of Maximo to v7.5. pp Y d • St�ouis Metropolitan Sewer DiwiLt -Additionally,the TRM team performs"infrastructure Water: assessment and recommendation"work for dozens of our . �t�ie Cru„ty:5anrtation Distrilt ' Maximo implementation projects. During these assessments Los Angr:les DeJ3artmetit Water& Pawe;r we address the end-to-end performance of the systems and components required to support the operation of Maximo City of AtIarilz1 8Ureattpf Drinking Water and its related systems. A few examples were for the Bureau '°'r' '`"i�'t;' R.gfonal Sanitation District of Reclamation, City and County of Honolulu, Easterncfi•�[ 7i11 [t7 i?l!�]I1C tJtII[ty,r ORlP7�V�SIQR,, Municipal Water district and Albuquerque Bernalillo County •All.,i,cluerwi.V,r36rnaIN-6,C0Unty Water Water Authority. :watti�l i;yibl c pity ' The general staffing plan for a hosted project consists of our "t — implementation team and Project Manager reviewing detailed requirements and customer needs including Page 2 Total Resource Management Use or disclosure of daia con[ained herein is not authorized without express written permission of Tota!Resource Managemem,Inc Fort Worth Water Utility Migration to Maximo V7 specific technical and service levels. (Ince determined, and a plan built, our implementation team performs the installation and testing and then turns the environment over to our System Engineers to perform the steady state maintenance, support and Disaster Recovery processes required. When required,the customer uses the TRM service management process to engage with the assigned project support team responsible for managing the customer's service issues, We always keep the same Project Manager for a client and as much as possible keep a consistent staff assigned throughout the entire process. With our complete focus and experience of engineering, configuring and managing Maximo Systems we believe TRM is highly qualified and prepared to provide an optimized environment for the Department as your HSP Provider. As the rale of TSP Partner again,TRM has a long and extensive Maximo history, with a large moiority of that work with Water and Waste Water organizations. Since 1994,TRM has been responsible for successfully introducing,engineering, deploying and supporting Maximo solutions to over 300+commercial,industrial and public sector clients. Our technical staff of 75 has over 500 hundred person-years of cumulative Maximo experience. Most of our employees come from key engineering, maintenance,technology,and business positions in industry. A large percentage of our consultants are Maximo certified,Certified Maintenance&Reliability Professionals, ITIL certified and/or PMP certified. Our employees hold over 50 deployment certifications for Maximo, We deploy all versions of Maximo including Mobile,Spatial,Scheduler and the Industry solutions, In addition, for specialized skills,TRM has a vast array of partners. For the Department's work,TRM plans to include the deep GIS skills and content from Active G who fs a longtime TRM partner at several other Water utilities. Specifically for the Department's interface requirements,TRM is a leading consulting organization focused on the integration of IBM Maximo with other enterprise systems and environments, including financial, human resources, enterprise resource planning(ERP—SAP,0racIe etc), Supply Chain (procurement, receiving and inventory, like PeopleSoft,Great Plains, etc), project management, SCADA and metering,and multiple custom packages. We+hove integrated to 100+different packages. Additionally,TRM has experience with almost every method of interface including the Maximo Adapters,the MIF,Common tables,Service Bus etc. The project is staffed with a PM who coordinates timelines,budgets and resources. Based on the Department's needs they will ensure the right interface resources)are engaged for the project. If required our ATG (Advanced Technology Group)led by our CTO will also engage in complex designs. Additionally when required TRM has a strong relationship with key partners,one being included for possible selection is Active G and their strong GiS skills.TRM has a strong network of partners we have worked with and can use when required. Lastly, TRM is the only vendor able to offer our RulesManager Studio Suite as a possible extension for your interface and configuration needs.' Used by over 110 companies like American Express,Salt RiveF•Project and other Maximo leaders, Rules Manager can reduce configuration,development and testing resources by over 50%. The use of RulesManager by the Department will provide a new paradigm for User training with MaxAssist, complete unit and performance testing capabilities with MaxPerform and the ability to configure absolutely any business rade lagic required with its seamless integration to the Maximo Business Objects. Together it lowers the TCO and improves the ROI for any Maximo system. TRM has provided a significantly discounted price to the Department that can be found on the price sheet. More product information is available in the Appendix. 2. Response to Scope, Schedule and Contract Requirements Page 3 Total Resource Management Use❑rdisclasure ordata contained herein is not authorized without express written permission of rolal Resource Management, Inc Fort Worth Water Utility Migration to Maximo V7 2.1 Response to Task and Milestone Definitions 21.1 Task 4 - Additional Software Task 4—TRPA recommends ActiveG Jayu for use as a robust standalone web application specifically tailored to integrate GIS and Maximo data, making it accessible to whomever you choose. The Jayu software meets the option for viewing Maximo-related assets and work orders in a map outside of Maximo.Jayu extends these capabilities to potentially anyone in your organization with a browser. Jayu leverages the ESRi ArcGIS JavaScript API to deliver Maximo-specific capabilities,such as those outlined below. Jayu builds upon the rich functionality of Actives;MapEngine, and extends these capabilities to potentially anyone in your organization with a browser. Jayu leverages the ESRI AscGIS JavaScript AFI to deliver Maximo- specific capabilities,such as those outlined below. Map Interaction Jayu delivers the standard map capabilities such as identifying assets or work orders, zooming and panning,saving map"bookmarks", etc. Search Maximo Assets, Locations, Work Carders, Jayu provides configurable searches of Maximo and Service Requests and GIS data where results are displayed highlighted on the map. _ Filter work orders by Lead,Group, Coates, and Jayu allows the user to control work order other Maximo criteria visibility based upon selected Maximo or GIS criteria. This allows the user to filter work orders to their specifications, providing the user with individualized control over what work order f information is mapped in their map view. Cluster-able work order layers. Work orders can be visualized using predefined criteria and c isplayed as clusters, helping to highlight hotspots,etc. j GJS Layer visibility controls Users can control what layers they want to see in their map session. Generate lists of work order or assets based on Using results from searches,or by clicking assets location criteria or work orders,the user can create a list of records to print or share. Configurable tooltipsfcallouts for mapped items Clicking on neap items can display a configurable callout/tooltip that displays,information about the work order or asset. This display is completely configurable and contain calcuJated information,such as downtime,asset meter info, work order budget costs,etc. 2.1.1 Task 4—Alternative To Include Spatial TRM has provided alternative pricing to install Spatial as part of Task 4.Spatial meets for of the 4 of the 5 additional functionality features identified in the GIS Integration with Maximo section in the RFP,The Jayu software identified as additional software in the previous task will extend Spatia I's functionality to meet the requirement for automatically generating the most efficient route of wtark orders. Page 4 Totat Resource Management Use or disclosure of data contained herein is nol authorized without express wrOten permission of Total Resource Management, Inc Fort Worth Water Utility Migration to Maxima V7 2.1.2 Task 7—Additional Rules Manager Software TRM Rules Manager has many features.TRM will utilize two main features to decrease the interface and data loading development time. TRM's interface control feature works to conjunction with the MIF giving TRM the option of creating custom MIF integrations without the need for custom JAVA.The TRM Rules Manager software would be used as a more efficient alternative to the MIF processing rules.This approach allows us to write complex outbound and in bound logic more efficiently.An additional benefit is that TRM can collect all the processing runes in one Rules Manager file rather than spread throughout each integration processing file. TRM will also create rules as needed to enhance Maximo's data loader and excel up load functions for the plant data upload requirements.TRM can write rules to incorporate business logic and provide a more robust tool with less development time. 2.2 Response to Anticipated Schedule: The following is the anticipated schedule for the TSP and Hosting Actions AcO tar Duration in Months 1 2 3 4 5 6 7 8 9 H1�t]u[Nj'oiewnt H2:Set Up TI:DeuEloprnent and Execution of Confr$uratipn MlgratI m Plan T1:TeOmical NotoQuil and-Schedule for data Refreshes from Produ"lon T3:Deslxn an-d Build Gi$i1eodetat+ase lnterfwce{Gla Data lntOgratlonl T4:Design and Build Map Application Nnoignality IDIS Application Integroppni T5;Ogslgn and Build CRM Interface T6:oeslgn and guild FireHnuse interh-ce T7:Deslgn and HOW Sunoaro Interface T$:Deuelop Tools t4 Load Plant Inventory,Asset and Work OFJ*`Orta,Bnd Support Initial Use of Maxfmo 7 Production Envfrpnrr em T9:Intesrated system Testing T10!Work Order Detail and Cast Reports T11!Develop Toph and Protocol to Migrate Field Operatlons Data anti Support Conover 2.3 Response to Terms and Conditions: Under section 10.1) 1. Commercial General Liability- b.Combined limit of not less than$1,000,000 per occurrence;$2,000,000 aggregate and Umbrella Coverage in the amount of$43,000,000. Umbrella policy shall contain a follow-form provision and shall include coverage for personal and advert[sing injury. 5.Technology liability(Errors&omissions) b.Combined limit of not less than$1,000,000 per occurrence;$2,000,000 aggregate and Umbrella Coverage in the amount of$43,000,000.Umbrella policy shall contain a follow-form provision and shall include coverage for personat and advertising injury.The umbrella policy shall cover amounts for any claims not covered by the primary Technology liability policy. [defense costs shall be^. within the limits of liability. Page 5 Total Resource Management Use or disclosure of data confained herein is not acrthori7ed without express written permission of Total Remurce Management, Inc Fart Worth Water Utility Migration to Maximo V7 (v) intellectual Property Infringement coverage,specifically including coverage for intellectual property infringement claims and for indemnification and legal defense of any claims of intellectual property infringement, including infringement of patent,copyright,trade OF tFade seEret,brought against the City for use of Deliverables,Software or Services provided by Consultant under this Agreement. Technology coverage may be provided through an endorsement to the Commercial General Liability(CGL)policy,a separate policy specific to Technology E&0,or an umbrella policy that picks up coverage after primary coverage is exhausted.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 Technology coverage may be provided through an endorsement to the Commercial General Liability(CGL)policy,a separate policy specific to Technology E&Q,or an Lim brella policy that picks Lip[average after primary coverage is exhausted, Either is acceptable if coverage meets all other requirements.Technology coverage shall be written to indicate that legal costs and fees are considered eride of within the policy limits and shall net eFOde llfflitS af kab4kt.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 Agreement.Coverage shall be maintained for the duration of the contractual agreement and for two one(I)years following completion of services provided.An annual certificate of insurance,or a full copy of the policy if reouested,shall be submitted to the City to evidence coverage. Page 5 Total Rewurce Management Use or disclosure of data contained herein is not authonzed without express written permission or Total Resource Management Inc Fort Worth Water Utility Migration to Maximo V7 3. System Architecture As a potential HSP partner TRM is presenting the architecture diagram from that perspective. If the Department chooses to keep the infrastructure in house TRM will adjust the layout accordingly. TRM uses IBM's Softlayer as aur Infrastructure partner, located in Dallas/Ft Worth the response time to the Department should be excellent. � �T I End-users System A min& H elp d k pff ite Backup 8 ecovery i Encrypted and CPmplesY W ee 1111111109 Aftl 1 ' Ft.Yyort9t VPN ervLr sy4tem -�. f, I Monitoring Flrewa4l Nor �_ Firelnad! i Production Train Test bev MAXIMO cis CRM FIREH40USE GIs Page 7 'total Resource Management Use or disclosure of data contained herein is not authorized without express written permission of Total Resource Managemeni, Inc Fort Worth Water Utility Migration to Maximo V7 Base C'ritAkfialFdh _11111111111Z Qty•General Description Virtual Machine,Windows 2012 Server SE 64-bit,Processor: 3 PROD,TRAIN Application Server g x 2.0Gh2. RAM:32 GR.Storage:25GB,250GB RAID 10 Virtual Machine,Windows 2012 Server SE Ful-bit, Processor: 1 DEV,TEST Application Server 4x 2.0Ghz,RAM:R GB,Storage-25GB,25OGB RAID lO Virtual Machine,Windows 2012 Server SE 64-bit,Processor: 2 PROD,DEV/TEST/TRAIN Database Server 4x 2.OGhz,RAM:16G B,Storage-25G8,25OGB RA 10 10 Data Center Internet Bandwidth Outbound(up to S,000GB 1 Data Center Internet Bandwidth Outbound(up to of Transfer) 5,000GB of Transfer) Offsite Backup&Recovery(40GB,30 Day Retention) 4 Offsite Backup&Recovery(40GB,30 Day Retention) Offsite Backup&Recovery(100GB,30 flay Retention) 2 Offsite Backup&Recovery(500013,30 Clay Retentlon) SSL Certificates(per environment/application server) 4 SSL Certificates(per environment server) Firewall(hardware-based,SOMbps)per server b PROD,TRAIN,TEST,DEV App&D&Servers Site-to-Site IPSec VPN 1 VPN tunnel between customer on data center Domain Registration 1 Domain Registration SMTP Relay R 1 SMTP Relay Client Side Specifications: Client workstation; Client OS CPU: 24 G Hz Memory 4 GB RAM Screen resolution: 1280 x 768 Browser Applicable OS Apple Safari 7.0 Mac OS X Google Chrome All Applicable OS Internet Explorer All Applicable OS 8.0,9.0, 10.0, 11.0 Mozilla Firefox All Applicable OS Esri 31 All Applicable OS Page 8 Total Resource Management Use ordisclasure of data conlained herein is not aulho4zed without express wntten permission of Total Resource MManagernent,Inc Fort Worth Wafer Utility Migration to Maximo V7 4. Proposed Hosting Services and Master Agreement The following provides a sample of the standard TRM Hosting Services A;reement. Exhibits A& 8 provide the standard coverage and SL.A's. One note,the SLA states 98%uptime but to date it has been over 99%. The important value that TRM provides is that almost every aspect of the architecture,service levels and support can be customized to exactly what the Department needs. There are no restrictions on interfaces, Maximo versions etc, and the Department will have full administration access to your environment. TOTAL RESOURCE NLkNAGEMENT,INC. HOSTING SERVICES SUBSCRIPTION AGREEMENT Between and Total Resource Management,Inc- 5 10 fling Street,Suite 200 Alexandria,VA 22314-3132 Telephone: (703)548-4285 Telephone: Fax: (703)548-3641 Fax: Atte: Garner R.Bennett,President Attn: (hereinafter,"TRM") (hereinafter,"Subscriber") Effective Date: ,20 This Subscription Agreement(this"Agreement") is entered into by and between TRM and Subscriber. TRM and Subscriber are sometimes referred to herein collectively as the"Parties"and individually as a"Part " This Agreement sets forth the terms and conditions under which the software hosting services described on the order form attached hereto as Exhibit A(the"Hosting Services") will be provided to Subscriber. Subject to the terms and conditions of this Agreement,the Hosting Services will provide Subscriber with certain rights to access and use(i) Subscriber owned software(the"Software")and(ii)the third party-owned software listed on Exhibit A which has been licensed to TRM(the"Third Party Software"). Each Party acknowledge that it has read this Agreement,understands it and agrees to be bound by its terms. The Parties further agree that this Agreement(including the Terms and Conditions set forth on the following pages, Exhibit A and any other exhibits, schedules and addenda attached hereto) sets forth the complete and exclusive statement of the agreement between the Parties relating to the Hosting Services and the Software and supersedes any and all prior agreements,whether written or oral,and all purchase orders and other correspondence and cornmurtidlations between the Parties relating to the Hosting Services,the"Software or any component thereof, So Agreed by the Parties: TOTAL RESOURCE MANAGEMENT,INC. By-._ Name: Garner R. Bennett Title: President Date: 20 Page 9 Total Resource Management Use ordisclosure ofdata contained herein is not authorized Wthvut express written permission of Total Resource Management.Inc Fort Worth Water Utility Migration to Maximo V7 INAME OF SUBSCRIBER] By: Name., Title: Date: ,20 TOTAL RESOURCE MANAGEMENT, INC. SUBSCRIPTION AGREEMENT 1. TERMS AND CONDITIONS 1. Grant of]Rights. (c) Subscriber acknowledges that the Monthly Subscription Fee(as defined below)is based on the (a) Subject to kite terms and conditions of this number of Authorized Users and agrees that in the Agreement,and subject to full and timely payment of event it desires to increase the number of Authorized all subscription and other fees owed hereunder,TRM Users,it shall so notify TRM and pay any addition a] hereby grants to Subscriber and Subscriber hereby Monthly Subscription Fees applicable to such accepts a limited,non-exclusive,non-transferable, additional Authorized Users. right to access and use the Hosting Services,the Software and the associated Documentation(as Z. Term. This Agreement shall take effect upon the defined below),in each case for Subscriber's own date first set forth above(the"Effective Date")and internal business operations during the Subscription shall continue until the expiration of the Subscription Period as defined on the order form attached hereto Period,unless earlier terminated in accordance with as •xhibit A (the"Order Form"). Subscriber may the terms of this Agreement. receive the Hosting Services and access and use the Software only via remote access to a hosted 3. Fees. environment or envirorunents hosted by TRM or one or more third parties designated by TRM and by not (a) Subscriber shall pay TRIM a non-refundable one- rn ore than the number of combined enterprise and time setup fee in the amount set forth on the Order limited use users("Authorized Users")specified on Foran(the"Setup Fee"). The Setup Fee is payable Table] of the Order Form. Subscriber shall take all within 35 days atter execution of this Agreement. steps necessary to ensure that no person or entity shall have unauthorized access to or use of the (b) Subscriber shall pay the Monthly Subscription Hosting Services or the Software. F,ee(as defined in the Order Form)for each month during the Subscription Period for access to and use (b) Any person who uses or.accesses the Hosting ofthe Hosting Services and for rhe-Support Services Services,the Software or any component thereofor (as defined below),in the amount set forth on the accesses the TRM Software's business rules Order Foran, The Monthly Subscription Fee shall be (including via a user interface)shall constitute a payable each month during the Subscription Period in "user"of the Hosting Services. The number of advance and is not refundable. Subscriber's Authorized Users is Iisted on the Order Form and obligation to pay each Monthly Subscription Fee in Subscriber shall,upon written request,provide TRM full when due is absolute and unconditional. TRM with an accurate current count of the number of its shall have the right to increase the Monthly users with access to the Hosting Services or the Subscription Fee owing for any Renewal Software under this Agreement. Multiple log-ins Subscription Period(as defined in the Order Form) under the same or a single user name is prohibited. by providing Subscriber with written notice of such increase at least sixty(GU)days' prior to the Page 10 Total Resource Management rise or disclosure of data contained herein is not authorized without express written perroission of Total Resoarre Management,Inc Fort Worth Water Utility Migration to Maximo V7 commencement of such Renewal Subscription S. Documentation. TRIM will provide Subscriber with Periud, one copy of the then-current standard documentation for the Hosting Services and the Software(the (c) Subscriber shall pay the Additional Fees(as "Documentation"). Subscriber may make one copy defined in the Order Form)for each month during the of the Documentation for each Authorized User. Subscription Period in which any such Additional Fees are incurred by Subscriber,in the amounts set 6. Use and Ownership of the Software and Software forth on the Order Form. The Additional Fees shall Services. be payable as invoiced by TRM and are not refundable. Subscriber's obligation to pay the 6.1 No Copying. Fxcept as provided in Section Additional Fees in full when due is absolute.and 5 or as otherwise required by law,Subscriber may unconditional. TRM steal I have the right to increase not copy the Software or any other Confidential the:schedule of Additional Fees for any Renewal information(as defined below)of TRM i.7 whole or Subscription Period by providing Subscriber with in part. written police of such increase at least sixty(60) days' prior to the commencement of such Renewal 6.2 Limitations on Use. Subscriber shall not, Subscription Period. directly or indirectly,(a)download or attempt to download or otherwise access the Software or any (d) Subscriber shall pay TRM interest on past-due component thereof or circumvent any technical amounts payable under this Agreement at a rate equal measures in place to prevent unauthorized access to to one and one-half percent(1'/z%)for each month the Software or the Software Services;(b)create payment remains delinquent. All fees are internet"links"to the Software,Software Services or accountable and payable in U.S.Dollars. TRM attempt to"frame"or"mirror"the Software, further reserves the right to suspend or terminate this Software Services on any other server;(c)build, Agreement and/or Subscriber's access to the Hosting develop or seek to develop a product using ideas, Services and Software in the event Subscriber's features,functions or graphics similar to the Software account becomes delinquent_ Subscriber's obligation or the Software Services;(d)alter,modify,enhance, to pay the Monthly Subscription Fee will continue adapt,reverse engineer,disassemble,or wake works during any such period of suspension. TRM further derived from any version of the Software or attempt reserves the right to impose a reconnection fee in the to generate or access the source code for the event Subscriber's access is suspended and Software,whether by converting,translating, subsequently reconnected. decompiling,disassembling or merging any part of the Software with any other software;(e)attempt to 4. Setup;Support and Other Services. gain unauthorized access to the Software Services or any couiputcr,server ui uthci hardware used iu the (a) TRM will provide,or cause to be provided,the provision of the Software Services;(f)send to or installation and setup services set forth on the Order store on any such computer,server or hardware Form. infringing,harassing,obscene,threatening,libelous or otherwise unlawful,objectionable or tortious (b) Subscriber will be entitled to receive the material,including,without limitation,material riraintenance and support servicps'set forth on Exhibit harTnfirl to children or violative of third party privacy r •]3(the"Support Services")during the Subscription rights;or(g)use the Software Services for illegal, Period. TRM may change or update Support unethical or inappropriate purposes. Services terms from time to time,with written notice to Subscriber,effective as of the commencement of 63 Subscriber Responsibilities. Subscriber is the next Renewal Subscription Period. responsible for all activity occurring under any of its Authorized User accounts and shall abide by,and (c) Subscriber may request that TRM perform shall cause each of its Authorized Users to abide by, additional professional services. If TRIM agrees to all applicable local,provincial,state,national and perform additional services,the parties will enter into foreign laws, treaties and regulations in connection TRM's standard professional services agreement, with the access and use of the Hosting Services, which will set forth the terms and conditions for the Subscriber is responsible for obtaining and performance of such additional services. maintaining all computer hardware,software and communications equipment needed to access and use the Software Services and for paying all third party Page 11 Total Resource Management Use or disclosure of data contained herein is not authorized without express written permission or Total Resource Management,Inc Fort Worth Water Utility Migration to Maximo V7 fees and access charges incurred while accessing or third party without TRM's prior express written using.the Hosting Services. consent. Subscriber shall not use the Confidential Information for any purpose not related to the use of 6.4 Ownership. Subscriber acknowledges and the Hosting Services in accordance with the terms of agrees that the TRM Software is owners by TPM and this Agreement,and shall limit access to the embodies a valuable trade secret asset of TRM. Confidential Information to those of its employees Except as expressly licensed to Subscriber herein, and agents whose work responsibilities require such Subscriber agrees that all right,title,and interest in access. and to the TRM Software and Documentation, including without limitation,all copyrights,trade 7.2. Confidential Information. "Confidential secrets and other intellectual property rights Information"means(a)any data,documentation, pertainin¢thereto will remain vested in TRM;and as software,source code,inventions,know-how,ideas, between TRM and Subscriber,TRM shall own and product pricing information,business methods, hold all intellectual property rights in and to the TRM and/or any information disclosed by TRM as a result Software and the Documentation. TRM retains all of this Agreement, including,but not limited to,the rights not expressly granted herein, No implied Software,the Hosting Services or the licenses shall flow from this Agreement. documentation;and(b)any other information, technical data,or know-how which is designated in 6.5 Subscriber Data. TPM will not own any writing to be confidential or proprietary or should data, information or material that is submitted to or reasonably be understood to be confidential or stored by Subscriber on any computer,server or proprietary,or if given orally,is designated at the other hardware used in the provision of the Hosting time of disclosure as being disclosed as confidential Services or used by Subscriber in connection with its or proprietary or should reasonably be understood to use of the Hosting Services(such data,"Subscriber be confidential or proprietary_ Confidential Data"). Subscriber will be solely responsible for the Information does not include information that. (1)is accuracy,quality, integrity,legality,reliability, in the public domain at the time of disclosure or appropriateness and intellectual property ownership becomes available thereafter to the public without or right to use all Subscriber Data. TRM assumes no restriction and not as a result of the act or omission of responsibility and sha]I have no liability far the Subscriber;(2)is rightfully obtained by Subscriber deletion,correction,destruction,damage,loss or from a third party without restriction as to disclosure; failure to store any Subscriber Data. Subscriber (3)is lawfully in the possession of Subscriber at the hereby grants TRM a license to the Subscriber Data time of disclosure and not otherwise subject to to allow TRM or its subcontractors or agents to restriction on disclosure;or(4)is approved for access and use the Subscriber Data as TRM deems release by written authorization of TRM. necessary or appropriate for purposes of performing its obligations under this Agreement,including 7.3. Return of�information. Upon written storing,recording,maintaining,transmitting, request by TPM,Subscriber shall immediately return archiving,and displaying Subscriber Data, Except as to TRM all written or other tangible manifestations of permitted in this Agreement,TRM shall not,during material containing Confidential Information the term of this Agreement,disclose to any third (whether prepared by Subscriber,its advisors or party the contents of Subscriber Data unless otherwise)and will not retain any copies,extracts, authorized by Subscriber or unless TRM is required storage or other reproductions in whole or in part of to do so by law or in the good faith belief that such Confidential Information. All documents, action is necessary to:(a)conform with applicable memoranda,notes,analyses,compilations,studies laws or comply with legal process served on TRM; and other writings and data prepared by or on behalf (b)protect and defend the rights or property of TRM of Subscriber,its advisors or otherwise based on the and its Licensors;or(c)enforce this Agreement or information in Confidential Information shall be establish any rights hereunder. destroyed,all storage erased,and that destruction shall be certified to TRJM. 7. Confideutiality. S. Default and Termination. 7.1. Nondisclosure. Subscriber shall retain the Confidential information(as defined below)in the 8.1 Termination by TRM. TRM may terminate strictest confidence O,e.,a"need-to-know"basis)and this Agreement immediately upon notice to shall not disclose the Confidential Information to any Subscriber if: (a)Subscriber fails to pay any Setup Page 12 Total Resource Management Use or disclosure of data contained herein es not authorized without express written permission of TaW Resource Management, Inc Fort Worth Water utility Migration to Maximo V7 Fee,Monthly Subscription Fees or Additional Fees Subscriber Data for a period of 60 days after the or other amounts owing hereunder within fifteen(15) effective date of such termination. Subscriber days of when due,(b)Subscriber fails to comply with acknowledges and agrees that TAM has no obligation any material term or condition of this Agreement and to retain the Subscriber Data,and may delete such such non-compliance is not corrected to TRM's Subscriber Data,at any time after the expiration of satisfaction within thirty(30)days after written the aforementioned 60 day period. Subscriber agrees notice of the non-compliance;or(c)Subscriber is and acknowledges that upon termination of this liquidated or dissolved,or becomes insolvent,or Agreement by TRM pursuant to Section R.1, suffers a receiver or trustee to be appointed for it,or Subscriber's right to access or use the Subscriber makes an assignment for the benefit of creditors or Data immediately ceases,and TRM shall have no institutes or has instituted against it any proceeding obligation to maintain or forward any Subscriber under any law relating to bankruptcy or insolvency or Data and may,in its discretion,with}told,remove or the reorganization or relief of debtors, irretrievably delete such Subscriber Data. TRM further reserves the right to withhold,remove and/or 8.2 Termination by Subscriber. Subscriber irretrievably delete Subscriber Data subject to notice may terminate this Agreement at any time upon thirty for material breach,including,without limitation, (30)days prior written notice to TRM,for any Subscriber's non-;payment of any monies due reason,subject to Subscriber paying in full to TRM hereunder. (i)a termination fee in an amount equal to the Total Subscription Fee(as defined on Table I of the Order (d) Return of Software. In the event this Form)less any Monthly Subscription Fees actually Agreement is terminated for any reason other than by paid by Subscriber to TRM up through the date of TRM pursuant to Section 8.1 TRM will make termination,and(ii)all other fees and amounts owing; available to Subscriber a file containing the Software to TRM under the terms of this Agreement up far a period of 60 days after the effective date of such through the proposed termination date. termination. Subscriber acknowledges and agrees that TRM has no obligation to retain the Software, 8.3 Effect of Termination. and may delete such Software,at any time after the expiration of the aforementioned 50 day period. (a) Amounts Payable. In the event of any Subscriber agrees and acknowledges that upon termination of this Agreement,any and all termination of this Agreement by TAM pursuant to undisputed sums owed to TRM hereunder shall Section_8.1, Subscriber's right to access or use the become immediately due and payable without notice Software immediately ceases, and TRM shall have no or demand and Subscriber hereby expressly consents obligation to maintain or forward any Software and to a judgment on such amount and hereby expressly may, in its discretion,withhold,remove or waives all(l)presentments,(2)demands for payment irretrievably delete such Software, TRM further or performance,(3)diligence,(4)demands of protest, reserves the right to withhold,remove and/or dishonor or reliance hereon and(5) protests of irretrievably delete Software subject to notice for nonpayment. material breach,including,without limitation, Subscriber's non-payment of any monies due (b) Access to Hosting Services. Upon hereunder. termination of this AAeement for any reason, Subscriber's right to access and use the Hosting Services and Software shall immediately cease and 9. Limited Warranties and Disclaimers. Subscriber shall either return to TRM or destroy all copies of the Documentation under Subscriber's 9.1. Intellectual Property Warranty. TRM has control. Within ten(10)days after any such the right,power and authority to provide the Hosting termination,Subscriber shall provide TRM with a Services as contemplated by this Agreement. To the written statement signed by a duly authorized officer knowledge of TRM, the TRM Software does not of Subscriber certifying that Subscriber has complied infringe the U.S. intellectual property rights of any with this Section 8.3(6). third party. (c) Return of Subscriber Data. In the event 92 Hosting Services Warranty. TRM this Agreement is terminated for any reason other represents and warrants that,during the first thirty than by TRM pursuant to Section 8.1.TRM will (30)days of the Subscription Period,the Hosting make available to Subscriber a file containing the Services will operate substantially in accordance with Page 13 Total Resource Management Use ordisclnsure of data contained herein is not authorized without express written permission of Tatar Resource Management,Inc Fort worth Water UNity Migration to Maximo V7 the applicable Documentation, provided the CONNECTION WITH THIS AGREEMENT, Subscriber accesses and uses the.Hosting Services in REGARDLESS OF TI lE FORM OF ACTION, compliance with such Documentation or other WHETHER IN CONTRACT,WARRANTY, instructions provided by TRM. In the event the STRICT LIABILITY OR TORT,INCLUDING Hosting Services fail to satisfy the warranty NEGLIGENCE OF ANY KIND WHETHER immediately above,TRM's sole obligation,and ACTIVE OR PASSIVE,AND REGARDLESS OF Subscriber's sole remedy for non-conformance of WHETHER TRM KNEW OF THE POSSIBILITY this warranty shall be,at TRM's option,to(i)use THAT SUCH DAMAGES COULD RESULT. reasonable efforts to correct the nonconformity or(ii) SUBSCRI BER HE REBY RELEASES TRM AND refund any pre-paid Monthly Subscription Fees paid EACH OF ITS OFFICERS,DIRECTORS, by Subscriber for the non-conforming Hosting EMPLOYEES AND AGENTS FROM ANY SUCH Services and terminate this Agreement. CLAIM. 9.3. Limitations cn Warranties. The limited (b) NOTWITHSTANDING ANYTHING warranty set forth herein will not apply to any misuse IN THIS AGREEMENT TO TIME CONTRARY,IN or negligence in the operation or use by the NO EVENT SHALL THE AGGREGATE Subscriber of the Hosting Services or the Software or LIABILITY OF TRM TO SUBSCRIBER ARISING any breach by Subscriber of any of the terms hereof. OUT OF OR BY REASON OF THIS The limited warranties set forth in this Agreement are AGREEMENT(INCLUDING BY REASON OF made for Subscriber's benefit only. The remedies in ANY BREACHES OR FAILURES TO PERFORM this Section 9 are the sole and exclusive remedies for HEREUNDER)EXCEED THE AGGREGATE breach of these limited warranties. AMOUNT PAYABLE TO TRM UNDER THIS AGREEMENT. 9.4 Disclaimer of Warranties. THE EXPRESS WARRANTIES'SET FORTH IN THIS SECTION 9 (c) ANY CLAIMS ARISING OUT OF, ARE THE ONLY WARRANTIES MADE BY TRM RELATED TO OR IN CONNECTION WITH THIS WITH RESPECT TO THE HOSTING SERVICES, AGREEMENT MUST BE ASSERTED(THROUGH THE SOFTWARE,THE SUPPORT SERVICES THE DUE COMMENCEMENT OF LEGAL AND ANY OTHER SERVICES PROVIDED PROCEEDINGS)WITHIN ONE YEAR OF THE HEREUNDER. TRM MAKES NO WARRANTY DATE SUBSCRIBER KNOWS OR SHOULD OR REPRESENTATION THAT SUBSCRIBER'S HAVE KNOWN OF THE.EXISTENCE OF SUCH ACCESS TO AND USE OF THE SOFTWARE CLAIM SERVICES OR SOFTWARE WILL BE UNINTERRUPTED OR ERROR-FREE,AND 10.2. No Third Party Liability. TRM shall under SPECIFICALLY DISCLAIMS ANY AND ALL no circumstances be liable for any claim or demand OTIIER WARRANTIES,WI IETIIER WRITTEN by any third party based on or related to Subscriber's OR ORAL,EXPRESS OR IMPLIED,WITH use of the Hosting Services or Software or errors or RESPECT TO THE SOFTWARE SERVICES OR alleged errors in the Hosting Services,including, SOFTWARE,INCLUDING ANY IMPLIED without timitation,persons using the facilities or WARRANTIES OF MERCHANTABILITY,NON- services of Subscriber or their heirs or dependents. INFRINGEMENT,OR FITNESS FOR A PARTICULAR PURPOSE, 14.3. Allocation of Risk. This Section 10 allocates risks under this Agreement between TRM 10. Limitation on Liability, and Subscriber. Subscriber acknowledges and agrees that TRM's pricing reflects this allocation of risk. 10.1 Limilation on Liability. 10.4. TRM Indernnity. TRM shall indemnify (a) TRM SHALL NOT BE LIABLE TO Subscriber and its agents against any third party SUBSCRIBER FOR ANY INDIRECT, claims,demands,costs,or liabilities of any kind INCIDENTAL,RELIANCE OR SPECIAL whatsoever alleging that the TRM Software,Hosting DAMAGES OR CONSEQUENTIAL DAMAGES Services,or the Documentation directly related to the (INCLUDING DAMAGES FOR HARM TO TRM Software infringes the United States BUSINESS,LOST REVENUES,LOST SAVINGS intellectual property rights of any third party(an OR LOST PROFITS SUFFERED BY "IPR Claim"); rop vided,however,that TRM will not SUBSCRIBER)ARISING UNDER OR FN be obligated to indemnify Subscriber to the extent the Page 14 Total Resource Management Use or disclosure of data coalained herein is not authorized vwithaut express wntten permission of Total Rescurca management, Inc Fort Worth Water Utility Migration to Maximo V7 alleged infringement is caused by(a)Subscriber's provide reasonable assistance and access to breach of any of its obligations hereunder or misuse information concerning Subscriber's use of Hosting or modification of the Hosting Services,the Software Services. Subscriber agrees to pay or contest in good or the Documentation,or(b)Subscriber's use of the faith,any underpaid Monthly Subscription Fees due Hosting Services or Software in combination with ,pursuant to this Agreement within thirty(30)days of any product,process or information not owned, TRM's written notification thereof. developed or delivered by TRM. 11,2 Notices, Any notices required or permitted If theTRM Software or any part thereof becomes,or tinder this Agreement shall be in writing and shall be in the opinion of TRM is likely to become,subject to deemed properly given if personally delivered or sent a valid claim of infringement under any United States by United States certified or registered mail(return intellectual property right of any third party(other receipt requested)or by reputable commercial than by reason of any of the causes set forth in overnight courier service with tracking capabilities to clauses(i)or(ii)of the preceding sentence),TRM the parties' addresses above. Any notices given may at its option,(a)procure for Subscriber the right hereunder shall be effective when the addressee to continue to use the TRM Software,(b)replace or receives them. Any party may change its address for modify the TRM Software to make it becoines non- such conununications by giving an appropriate notice ijifriuging,or(c)terminate this Agreement and to the other party in conformity with this Section refund any prepaid Monthly Subscription Fees paid 11,2. by Subscriber. Subscriber agrees to promptly notify TRM in writing of any such claim and provide 11.3 Severability, If any of the provisions or reasonable assistance to TRM in defending such portions thereof of this Agreement are determined to claim. TRM shall have sole authority to defend or be invalid,illegal or unenforceable by a court of settle any claim. This Section 10.4 sets forth TRM's competent jurisdiction under any applicable statute or complete liability with respect to infringement of rule of law,the parties agree to negotiate in good intellectual property rights. faith to draft a new agreement that comports with the original intent of the parties. If after thirty(30)days, 10.5 Subscriber Indemnity. Subscriber agrees,at the parties have been unable to reach agreement,this its expense,to indemnify,defend,and hold harmless Agreement will be deemed terminated pursuant to TR.M,its licensors and their respective officers, Section 6. employees,agents(the"TRM Indemnified Parties"), and representatives from and against any and all 11.4 Independent Contractor. The relationship liability, loss,damages,costs,expenses or claims between TRM and Subscriber shall be that of (including reasonable attorneys'fees)(collectively, independent contractors. Nothing contained in this "Losses")incurred or sustained by any TRM Agreement shall be construed to create a partnership, Indemnified Parry arising out of or in connection joint venture or agency relationship,and, with:.(a)a claim alleging that use of the Subscriber notwithstanding anything else herein,neither party Data infringes the intellectual property rights of or shall have the right incur(and will not attempt to has caused harm to,a third party,(b)a claim arising incur)any obligation or liability on behalf of the from Subscriber's breach of this Agreement or(c) other party, except for IPR Claims,Subscriber's use or access of the Software Services or Software. 11.5 No Waiver7Modification. No waiver, alteration,modification or cancellation of any of the 10.6 Subscriber's exclusive remedy for any and provisions of this Agreement shal l be binding upon all damages under the agreement,including,but not either party unless made in writing and signed by an limited to,consequential,indirect,or special authorized representative of the party. Either party's damages,is against TRM, failure at any time to require performance by the other party of any provision hereof shall not affect in any way the first party's right to require such 11. Miscellaneous. performance at any time thereafter. I 1.1 Audit�Hights. Upon reasonable notice, 11.6 Remedies. Except as expressly provided TRM or its agents may audit Subscriber's use of the herein,no remedy in this Agreement is intended to be Hosting Services in accordance with this Agreement. exclusive,but each shall be cumulative and in Subscriber agrees to cooperate with TRM's audit and Page 15 Total Resource Management Use or disclosure of data contained herein is not aaf ifzed without express written permission of Total Resource Managemenf,Inc Fort Worth Water Utility Migration to Maximo V7 addition to any other remedy referenced herein or may not reasonably or adequately compensate a party otherwise available at law,in equity or otherwise, for any breach of such covenants and agreements. Therefore,TRM and Subscriber expressly agree that 11.7 Governing Law.This Agreement shall be in the event of the breach or threatened breach of any governed by and construed in accordance with the such covenants or agreements,in addition to other laws of the Commonwealth of Virginia,without rights or remedies which the injured party may have regard to its principles of conflicts of laws,and at law,in equity or otherwise,the injured party shall without regard to the United Nations Convention on be entitled to seek injunctive or other equitable relief the International Sale of Goods. compelling specific performance, in the event that a band must be filed as a prerequisite to obtaining any l L8. Jurisdiction. In the event of a controversy, equitable relief,the parties hereto agree that a bond claim,or dispute between the parties hereto arising in the amount of$1,000 constitutes adequate security out of or relating to this Agreement,such to obtain any such relief. controversy,claim,or dispute shall be tried exclusively in the courts of the Commonwealth of 11,12 Taxes. The Setup Fee,the Monthly Virginia or in the United States Federal District Subscription Fee,the Additional Fees and any other Court located in Alexandria,Virginia. Each of the fees due hereunder are exclusive of all U.S.,foreign, parties hereby waives any defense of lack of in state,municipal and other governmental excise,sales, personam jurisdiction,improper venue,and forum use,customs,value added or other taxes,fees or non conveniens,and agrees that service of process of duties now in force or enacted in the future,including any such court may be made upon each of them by without limitation,all taxes in connection with the personal delivery or by mailing certified or registered use,ownership and licensing of software or the mail,return receipt requested,to the other party at the provision of services,but excluding taxes based on address provided herein. Both Parties hereby submit TP-M's income. Unless disputed and actively being to the jurisdiction of such courts,to the exclusion of contested by Subscriber in good faith,Subscriber any other courts that may have had jurisdiction apart shall pay within fifteen(15)days of the applicable from this Section 1 1.8. due date all such taxes,fees,duties and charges which arise out of or in coruiection with this 11.9 Assienment. Without the express written Agreement or any license granted herevi. if TRM is consent of TRM,this license is not assignable or required at any time to pay any such tax,fee,duty or otherwise transferable by Subscriber, including charge,Subscriber shall promptly reimburse TRM,at without limitation any transfer in connection with an TRM's discretion,any such taxes,fees and duties acquisition in whole or in part of Subscriber(or any that may be added to the Setup Fee,Monthly of Subscriber's assets)or a merger,consolidation,or Subscription Fees or Additional Fees. At TRM's other reorganization,bankruptcy,or operation of law. discretion,any such taxes,fees and duties may be Any purported assignment or transfer made without added to the prices provided hereunder or may be TRM's consent shall be void and shall constitute a billed separately. material breach of this Agreement. 11.13 No Third PaM Beneficiary. Any agreement 11.10 Force Majeure. TRM shall not be liable for to pay an amount or any assumption of liability any delays in the performance of any of its herein contained,express or implied,shall be only Obligations hereunder due to causes beyond its for toe benefrt of the Parties and their permitted reasonable control,including,but not limited to fire, successors and assigns,and such agreements and earthquake,flood,acts of God,war,acts of terrorism, assumption shall not inure to the benefit of any other riots,insurrection,sabotage,acts of any civil or party,whomsoever,it being the intention of the military authority,communication or utility failures, undersigned that no one shall be deemed to be a thud judicial action or order of a governmental entity, party beneficiary of this Agreement. change of law,strikes,unavailability or shortages of labor,materials or equipment,failure or delay in 11.14 Compliance_with Laws. Subscriber shall delivery by suppliers or delays in transportation. comply with,and is solely responsible for compliance with,all applicable laws governing the 11.11 Equitable Relief. The covenants and access to or use of the Hosting Services and agreements of the parties in Sections 6 and'7 of this Software,including without 1 imitation export,import Agreement are of a special and unique character,and and use regulations of the United States and other the parties acknowledges that money damages alone countries. Page 16 Total Resource Management Use ordisolosure o£data contained herein is not authorized wilhout express written permission of Total Resource Management.Inc Fort Worth Water Utility Migration to Maximo V7 under the U.S.Export Administration Regulations, 11.15 Export Control. 15 C.F.E.farts 730-774. (a) The Hosting Services andfor Software may be subject to United States export control laws. Subscriber acknowledges and agrees that the Hosting [Exhibits Follow_] Services shall not,and none of the underlying information,hardware,Hosting Services,or technology may be,transferred or otherwise exported or re-exported to prohibited or restricted countries,to restricted or prohibited persons or entities or for any prohibited or restricted end uses under applicable U.S.laws,including any changes to those laws that may be made from time to time.TR.M and its licensors make no representation that the Software Service is appropriate for use in or from locations outside the United States without an export license- Any diversion of the Hosting Services or related hardware,software,technology,or information contrary to U.S. law is prohibited. Pursuant to U.S. laws,the lists of prohibited or restricted end-users includes the List of Specially Designated Nationals and Blocked Persons administered by U.S. Department of the Treasury,Office of Foreign Assets Control,the Entity,Unverified and Deniaa .Persons lists administered by the U.S. Department of Commerce,and the Non-Proliferation and Debarrred Parties Lists administered by the U.S.Department of State. (b) Subscriber represents,warrants and covenants that it is not,and none of its Authorized Users is or will be,located in,under the control of,or a national or resident of any prohibited or restricted country and it is not,and none of its Authorized Users is o.will be,a prohibited or restricted person to which the transfer,export or reexport of the information,hardware,software,technology or Software is prohibited by U.S.laws. Subscriber agrees to comply strictly with all applicable U.S. export1aws,as well as any other applicable export laws,and assume sole responsibility for obtaining licenses to export or re-export as may be required_ (c) Subscriber further represents,warrants and covenants that none of the information acquired through Oe use of the Hosting Services is or will be used for nuclear activities,chemical or biological weapons,or missile projects,unless specifically authorized by the United States govemment for such purposes. (d) The Hosting Services may use encryption software and/or technology that are subject to licensing or other related requirements Page 17 Total Resource Management Use or disclosure of data contained herein is not authorized v.0hout express written permission of Total Resource Management,Inc Fort Worth Water utility Migration to Maxima V7 EXHIBIT A Total Resource Management,Inc ORDER FORM Subscriber: The initial subscription period shall begin on 20 and shall end on 20(the "Subscription Period"). The Subscription Period shall be automatically renewed for successive additional periods of one year each(each such period,a"Renewal Subscription Period"),unless Subscriber or TRM provides written notice to other of its intent not to renew the Subscription Period at least thirty(34)days prior to the last day of the-then current Subscription Period, End User Client Name: Subscri tp ion Fees Table 1): Total Monthly Total Monthly Subscription Subscription Description Qty Fee Fees Fees Hosted FAM-Primau"subscription fee S S $ Total Mon thly Subscription Fee(the"Month[Y Subscription Fee" Total Subscription Fee(the"Total Subscription Fee") Server Configuration(Table 2) Virtual Machine,Windows 2008 or 2012 Server SE 64-bit,Processor,4 x Z.oGhz,RAM:16 CSS,Storage:25 GB, 1 20OGB RAID 10 Virtual Machine,Windows 2008 or 2012 Server SE 64-bit,Processor:4 x 2.0Ghz,RAM:8 GB,Storage:25GB, 125GB 1 RAID 10 Note: Server Configuration options and associated pricing are subject to change Subscriber acknowledges and agrees that TRM has chosen a Server Configuration that it believes will serve Subscriber's usage needs as determined by TRM as of the Effective pate,and that the Monthly Subscription Fee is calculated based on the initial Server Configuration checked above. Subscriber further acknowledges and agrees, however,that TRM's initial determination may be incorrect or Subscriber's usage needs may increase or decrease over tirne.In the event that TRM determines that Subscriber's usage needs are greater or less than'as determined by TRM as of the Effective Date,TRM will notify Subscriber and offer to provide an alternate Server Configuration. If Subscriber agrees to accept the recommended Server Configuration,the parties wil I agree upon an amended Order Form setting out a new Monthly Subscription Fee to be in effect for the remainder of the Subscription Period. Subscriber further agrees that in the event it does not accept such server upgrade,Subscriber will experience a degradation of performance of the Hosting Services,including increased drag times and latency. Additional Monthly Fees: In addition to the Monthly Subscription Fee,Subscriber agrees to pay the following additional flees(if arty)for bandwidth usage and data protection in accordance with the usage levels set forth in Table 3 and Table 4 below (collectively,the"Additional Monthly Pees'"). The Additional Monthly Fees will be invoiced by TRM,on a monthly basis,based on actual usage as measured by TRM or its third-party services provider for the preceding month. Page 18 Total Resource Management Use or disGosure of data contained harem rs Rot authorized without express wr-den permission of Total Resource Management, Inc. Fort Worth Water Utility Migration to Maximo V7 Bandwidth Monthly Fees(Table 3): Bandwidth Usage Per Month Additional Monthly Fee 5,0011 GB Outbound Public Transfer facluded in the Monthiy Subscruprian Fee;No per VM Addirional Charge 20,000 GB Outbound Public Transfer Included in the Monlhly Subscription Fee:No _per Dedicated Server Addinonai Charge Per GB Outbound Public Transfer $O.IOIGl3 1 averse char es Unlimited Inbound Public Transfer Included in the Month lySubscription F'ee;No Additional Charge Unlimited Private Network Server-To- Included in the Monthly Subscription Fee;No Server Bandwidth rtdditiunai Cirurge Note; Bandwidth Configuration options and associated pricing are subject to change. Subscriber acknowledges and agrees that TRM has chosen a Bandwidth Configuration that it believes will serve Subscriber's usage needs as determined by TRM as of the Effective Date,and that the Monthly Subscription Fee is calculated based on the initial Bandwidth Configuration noted above. Subscriber further acknowledges and agrees, however,that TRM's initial determination may need to be adjusted as the Subscriber's actual usage needs may increase(or decrease)over time. In the event that TRM determines that Subscriber's usage needs are greater than as determined by TRM as of the Effective Date,the Bandwidth Configuration will automatically be upgraded to the higher threshold and the additional monthly fees as noted above will autornaticaily be applied. Data Protection iMonthiy Fees('fable 4). Data Protection Usage Per Month Additional MODtbly Fee 40 GB-7 Day Retention per production VM Included in the Monthly Subscription Fee;No Additional Char e 500 GB-7_Day Retention $600 Custom Data Protection Options are available Custom Pricing Note: luta Protection Configuration options and associated pricing are subject to change. Subscriber acknowledges and agrees that TRM has chosen a Data Protection Configuration that it believes will serve Subscriber's usage needs as determined by TRM as of the Effective Date,and that the Monthly Subscription Fee is calculated based on the initial Data Protection Configuration noted above. Subscriber further acknowledges and agrees,however,that TRM's initial determination may need to be adjusted as the Subscriber's actual usage needs may increase(or decrease)over time. In die event that TRM determines that Subscriber's usage needs are greater(or less) than as determined by TRM as of the Effective Date,TRM will notify Subscriber and offer to provide an alternative Data Protection Configuration option. I=Subscriber agrees to accept the recommended Data Protection Configuration option,the parties will agree upon an amended Order Form setting out a new Monthly Subscriptio6Fee to be in effect for the remainder of the Subscription Period. Page 19 Total Resource Management Use or disclosure of data contained herein is not authorized without express written permission of Total Resource Management,Inc. Fort Worth Water Utility Migration to Maximo V7 EXHIBIT B TOTAL RESOURCE MANAGENIE NT,INC. SUBSCRIPTION AGREEMENT Subscriber Support Services For so long as Subscriber has subscribed for and paid the Monthly Subscription Fee for the Hosting Services,TRM will provide the following services: 1 General Support Services_ TRM will provide support services for the hosted EAM solution consisting of the following: • Use commercially reasonable effort to make the Hosted Services available twenty four(24)hours a day,and seven(7)days per week except for planned maintenance. • Provide 98%system uptime throughout the term of the hosting period. System downtime excludes outages due to mutually agreed upon planned maintenance between TRM and Customer,Customer system administrative errors,and causes beyond TRM's reasonable control. • Customer support is provided 24 x 7. ■ Critical Problems:Provide immediate support within 60 minutes of notification to resolve issues that prevent the use of the system and its associated resources that have a critical impact to Customer's business processes and deliverables. This level of support will have a targeted resolution of twenty-four(24)hours of notification. • Crucial Problems:Provide timely support within 2 hours of notification to resolve issues that curtail but do not prevent the use of the system and its associated resources that have a critical impact to Customer's business processes and deliverables. This level of support will have atargeted resolution of forty-eight(48) hours of notification. • Routine Problems: Provide dedicated support within 4 hours of notification to resolve issues that do not significantly impair Customer's use of the system and its associated resources that have a critical impact to Customer's business processes and deliverables during normal business hours(Monday through Friday,8 Alii to 5 P.M Mountain Standard Time,excluding national holidays. This level of support has a targeted resolution of ninety-six(96)hours of notification. • Provide business number and e-mail address for reporting of support issues. 2 Operating System Patches Hotfixes and Upgxades. TRM will apply(at TRM's discretion)operating system patches and hotfixes to address documented and known issues communicated by the software vendor that could negatively impact the security,stability and performance posture of the hosting envirotunent_ Such changes will be managed by TRM through a formal change and configuration management process. All software licensing rights and privileges to support any necessary patches and hotfixes are included. Operating system `upgrades' (within and between versions)will be considered and executed on a time and materials basis(the level of effort behind any upgrades will need to be negotiated on a T&M basis). 3 A.Zoication Patches,Hotfixes and Upgrades. TRM will apply(at TRM's discretion)application patches and hotfuces to address documented and known issues communicated by the software vendor that could negatively impact the security,stability and performance posture of the Hosting environment. Such changes will be managed by TRM through a formal change and configuration management process. All software licensing rights and privileges to support any necessary patches and hotfixes are included. Application`upgrades'(within and between versions)will be considered and executed on a time and materials basis(the level of effort behind any upgrades will need to be negotiated on a T&lift basis). 4 Database Patches Hotfixes and Uparades. TRM will apply(at TRM's discretion)database patches and hotfixes to address documented and known issues communicated by the software vendor that could negatively impact the security,stability and performance posture of the Hosting environment. Such changes will be managed by TRM through a formal change and configuration management process. All software licensing rights and privileges to Page 20 Tota}Resource Management Use or disclosure of data contained herein is not authanred without express written permission of Total Resource Management, Inc. Fort Worth Water Utility Migration to Maximo V7 support any necessary patches and hotfmxes are included. Database'upgrades'(within and between versions)will be considered and executed on a time and materials basis(the level of effort behind any upgrades will need to be negotiated on a T&M basis). 5 System Backup&Recovery, TRM will provide database backup,retention,and recovery services to a secure off- site location for the Hosting environment.'T'otal of backup storage capacity and retention period is specified in Table 4. An initial full backup will take place with subsequent incremental backups. In the event of an actual system crash or data loss as a direct result of TRs'ul action(s)and/or Hosting infrastructure failures,'TR.M will invoke immediate steps to assess the situation to recover and restore any necessary application binaries and data affected. Recovery point objective(RP©)or the acceptable amount of data loss,is no more than 24 hours and target restoration is within a 24 hour period from when the system crash or data loss occurred. In the event of data loss as a direct result of Subscriber's action(s),TIM will provide recovery services on a.Time and Materials basis upon approval from the subscriber to proceed with such services. Page 21 Total Resource Management Use or disclosure of dais contained herein+s nal authorized wtlhout express written permission of TOW Resource Management,Inc. Fort Worth Water Utility Migration to Maximo W7 5. Proposed Project Team for Technical Services Program Manager Danean LeNoir Western Area Setvices Manager { � � - - - - t - - — — — — —- - �f Leadership Team I I Project Manager TechnicaUCM Lead I I Andy Neal Hank Watanabe — — — — — — — — — — — — — — s Systems Engineer [PhF-] Integration Lead GIS Developer Maxima Developer Fung Mak John 6allnik Daniel king AM Porter Note-TRM will wail for general interface discussions to ensure we select the appropriate Peoplesoh and SunGard skills for detailed design and execution There will to no change In cost to Ft Worth Water. Name: Andy Neal Project Manager _ Certifications PMP Certified • IPM Certified Solution Advisor-Maximo FAM Solutions V2 • IBM Certified-Maximo 7.s Fu_ndamentals For over 14 years with TRM,Mr.Neal has served as a project manager,business consultant,and trainer on numerous projects across the organization.As a project manager and business consultant, he has worked as part of project teams for configuration management,information technology systems design and deployment,and project and systems documentation. His responsibilities have included project management of large-scale MAXIMO implementations and upgrades, user and system administration training,customer documentation,and customer support. He has worked with staff on continuous process improvements including stewarding the adoption of a Biot project management system,the development of a standard set of organizational project execution processes,and the communication of process improvement efforts to the entire organization. Mr.Neal has provided training,planning and consulting services on numerous large-scale projects.As a subject matter expert on both MAXIMO and training,he has.developed and implemented in-depth training,plans that touch the working environments of thousands as well as designed and developed instructional materials for instructor-led end-user training and train-the-trainer workshops. Projects Company Role Orange County Sanitation Project Manager for all phases of the Maximo 7.5 implementation District(OCSD) San Francisco Public Utility Project Manager for several projects supporting various departments at Corporation(SFPUC) SFPUC including,IT,Waste Water and Water Golden Gate Bridge Project Manager for the Maximo 6.2.8 to 7.5 Upgrade Tyco Project Manager for the Maximo 4.1 to 7.5 Upgrade Page 22 Total Resource Management Use or disclosure of data corrtamed herein is riot authorized without express written permission of Total Resource Management.Inc Fort Worth Water Utility Migration to Maximo V7 References i Company Contact Name- Phone Email Reference#1 _i OCSD -- Sak Cady — 714-593-7275 pcady@ocsd.com Project Manager for all phases of the Maximo 7.5 implementation. Responsible for project initiation Description I and planning.Coordinated system installation and setup. Managed MAXIMO application and Jdatabase configurations.Coordinated team for Interface Development, User Acceptance Testing, training,go-live preparations,and deployment. Reference Q, SFPUC I Yash'Sharman 415-551-4304 YSharman@sfwater.org Project Manager for several projects supporting various departments at SFPUC including,IT, Description Wastewater and Water.Managing configuration requests,user and system administration training, documentation,and support. - �� Name_ T HankWatanabe-Technical Lead _ Mr.Watanabe is responsible for providing technical services in support of Maximo 7.x deployments. He currently provides Maximo 7.5 Integration Framework(MI€)design and development support for the Los Angeles Department of Water and Power which involves the design,development and deployment of approximately 40 interfaces supporting application areas such as resources, work l order,and purchasing. Integration includes the deployment of XML,fiat File and interface table I methods,and both inbound and outbound interfaces incorporate the use of sequential and continuous queues. The environment Is a corporate-wide Maximo solution supporting both the Water and Power business lines using Oracle lig Rel2, IBM WebSphere 7.x,and Maxima 7.5. Additional requirements include support for the design and development of non-MIF based integration via shell/batch scripting,Oracle PL/SQL and SQL scripting as well as TRM Rules Manager to Bio: apply the appropriate business logic to perform data migration/integration(RM Script),and/or l enforce data integrity(RM Rules). This includes the use of Maximo features such as System Properties,Database Configuration, Application Designer,Domains, Relationships,and Java customizations. Other duties currently assigned include Project Manager for the Albuquerque Water Utility Authority overseeing the maintenance support of their Maximo application environment; Database Developer for CHS Inc.developing data update scripts to re-align their Maximo system's companies and GL account data in support of their JDE financial system;and Rules Manager Studio Javascript Developer for the State of Hawaii,Department of Education converting RM Script rules to their Javascript equivalents. Projects Company , Role Los Angeles Department of Water and Power Sr Interface Developer _ (LADWP) CHS Maximo Developer SFPUC Maximo Developer -Naval Facilities Interface Developer i Engineering Command (NAVFAC} Maximo Developer Albuquerque Water Utility Project Manager and Lead Developer Authority(ABCWUA) I _ _ _ _ References Company Contact Name Phone Email Rita Khurana- Rita.khurana- Reference#�l LADWP 213-367-0645 -�- -- -- T Carwiie _ _ carwile@ladwp.com Designed Maximo Integration Framework interfaces for: (1) Fleet: Fleet equipment interface from Equipment Timekeeping&Billing System(ETBS);and, (2) Fleet: fleet equipment rate interface from Description ETES. These interfaces utilized standard Maximo Integration Framework objects for the interface table integration method. Designed and developed Maximo Integration Framework interfaces for: (1) Resources: People Page 23 Total Resource Management Use or disclosure of data contained herein is not authorized without express written permission of Total Resource Management,Inc. Fort Worth Waler Utility Migration to Maximo V7 interface from Employee Information System(EIS)system;(2)Resources: Craft interface from EIS;(3) Financial: GL Accounts interface from Responsibility Cost Accounting System(RCAS);(6) Financial: GL Transactions Power and Water Cost Transaction interface to RCAS;(7) Financial: Cost Difference Register interface from Accounts Payable(AP)system. Interfaces#3-4 utilized standard Maximo Integration Framework objects configured for the interface table integration method. Interface#S-6 utilized custom SQL processing to populate inbound GL account information and outbound GL transaction information. Interface 7 utilized both the interface table integration to import GL transaction information into custom objects and SQL processing to populate custom objects in support of month-end financial AP receipt/voucher matching features for financial reconciliation. Designed and developed Maximo view interfaces for:(8)Financial: Month-end GL Transactions reporting views for BIRT reporting;(9) Financial: Monthly GL Transactions data transfer views for AP system downloads.Interfaces 8-9 were views created to provide external systems access to Maximo data for monthly processing and financial reconciliation. Reference#2 NAVFAC Becky Nilges 519-532-1900 becky.nilges@navy.mili Provided Maximo v7.1 analysis,design,development,unit test,implementation,deployment,training and project fulfillment services in support of the Naval Facilities Engineering Command(NAVFAC) corporate system requirements. The major corporate worldwide system is today known as the NAVFAC Maxima system(formerly SPM(Single Platform Maximo)). Designed/developed the entire upgrade of the NAVFAC Matenafs Management module from Maximo v5.2 to Maximo v7.1. This included: • Using standard Maximo objects,reconfigured the Contracts,Inventory,Purchasing,and several Resources applications in support of the new NAVFAC material management processes. Description • Using TRM Rules Manager,developed key functions to support new purchasing procedures, validation of purchases as it relates to their G072 legacy material system,and verification of data as it relates to their integration processes to ensure that the data provided to their legacy G072 system via the MIF remained compatible. ■ Was assigned to be a member of the NAVFAC implementation and deployment team. This team was required to travel to each site and provide both technical support and on-the-ground implementation support for each command's go-five procedures. Besides the scheduled go-live procedures and onsite technical support,some command's required data migration scripting to address last-minute issues and/or updates to their information. This was performed mostly through SQL scri tp ing as quick-updates. Name: _Jahn Ballnik Sr Integration &BIRT Report Writer ■ IBM Maximo V5 EAM Certified Consultant • IBM Maximo V6 EAM,ITEM Certified Consultant • IBM Maximo V7 EAM,ITSM Certified Consultant Certifications N IBM Certified Deployment Professional—Tivoli Process Automation Engine V7.5, • IBM Certified Deployment Professional—Maximo Asset Management V75 ■ IBM AITP Certified Instructor John has over twelve years of experience in the information technology industry. He applies advanced principles,theories,and concepts to Important tasks, Some of his many tasks in Maximo implementations include Integration development,Database configuration, Data Migration,Application Setup, Requirements and Documentation.He has developed over a dozen interface solutions by configuring Maximo to successfully communicate with 13io: several external systems. He has also written over 500 reports for many different clients using the Actuate Reporting tool, Crystal Business Objects,IBM Cognos,and the Business Intelligence and Reporting Tool(BIRT). John is also part of a select group of employees that can write rules in RutesManager and has taught this TRM product to almost two dozen customers.He is an IBM AITP Certified Instructor for the Actuate and 91 RT products and conducts training classes when necessary. Page 24 Total Resource Management Use or disclosure of data contained herein is not authorized without express written permission of Total Resouro-Management,Inc Fort Worth Water Utility Migration to Maximo V7 Projects Company Role - - VWD Maximo Technical Support,BIRT Report Writer,Interface Developer SFPUC Interface Developer,Cognos Report Writer, BIRT Report Writer,Maximo ` Technical Support Sempra Interface Developer&BIRT Report Writer Golden Gate Bridge-~ Interface Developer References Company Contact Name Phone Email Reference#1 .._ Sempra Lois McWay '--- 619-696-54571 1 Imcway@sempraUSGP.com { I Lead Interface developer. Redesigned and developed the existing integration with Great Plains to Description reflect the IBM recommended MIF configuration recommendations. Designed and developed integrations after go-live forth Reference#2 SFPUC J Yash Sharman 415-551-4304 YSharman@sfwater.org Designed and developed integrations between Maximo 7 and SFPUC's'Home grown time keeping Description system(etime),their mainframe procurement system(FAM 15)and their 311 system. Upon user acceptance migration documentation and scripts were created and support was provided to SFPUC IT team who promoted the changes to production. Narne: Fung Malo-5r.'Systems Engineer- _ ■ IBM Certified Infrastructure Deployment Professional—Maximo v7.5 ■ Maximo 5.2 Consultant Certifications Certified Novell Administrator 4.11 ITIL Foundations Certified Mr.Mak is a talented,multi-skilled Senior Maximo Consultant with more than 15 years of experience in installing,configuring,and implementing Maximo,as well as providing system administration support. Mr.Mak has installed and configured all aspects of the Maximo system including Maximo applications,Maximo server components,Oracle 7.x,thru 11.x, MS SQL Server 2000,2005,2008, Bio: Maximo Enterprise Adapter,WebMethods,WebLogic 6.x,7.x,8.x,9.x,WebSphere 4.x,5.x,6.x,7.x, Actuate S,7,8, BIRT,Workflow,SSL,SSC],and LDAP. He has a deep understanding of the Maximo application and its technical architecture components. Mr.Mak is responsible for the implementation and management of TRM's hosting systems and serves as the technical lead engineer and load test engineer for the majority of TRM's Maximo implementation projects.He designs the architecture as well as installs and configures the Maximo _ systems. Projects _ Company _ Rote Raven Power , Senior Engineer - - � Hawaii DOT — — ' Senior Engineer — — -- — — State of Alaska Dept.of Social _services Senior Engineer Western Area Power Authority Senior Engineer and Load Test Engineer iADWP Senior Engineer and Load Test Engineer References Company Contac Phone Email - - t Name --- - - - - _ _t ---- - Reference#1 Raven Power chuck Jett 410-682-9229 CJett@raven-power.com Description Migrated on-prem Maximo 5.2 to TRM hosted site. Upgraded Maximo 5.2 to 7.5. System support. Reference#2 PPG Joanne Pelliccioni 412-434-3058 pelliccioni@ppg.com Description Established the Hosted system for Maximo 6.2,supported the hosted system and participated in the upgrade to Maximo 7.5. Name_ - -v _ - Pheng Koon P_tiva-IgA — - Page 25 Total Resource Management Use or disclosure of data contained herein is not authorized without express written permission of Total Resource Management,Inc. Fort Worth Water Utility Migration to Maximo V7 • IBM Certified Solution Designer for Rational Performance Tester • IBM Certified Deployment Professional for Tivoli Asset Management for IT V7.1 Certifications a Oracle Certified Professional Database Administrator(OCPDBA)for Oracle 11G • Oracle Certified Professional Database Administrator(OCPDBA)for Oracle 10G i Oracle Certified Professional Database Administrator(OCP DBA)for Oracle 9i Ms.Phua has over eleven years experience in Maximo database administration,data scrubbing and migration,database configuration,interface development(including mobile applications),and technical support,and ten years experience in systems engineering,database administration,systems analysis,load testing and software development. Ms.Phua possesses numerous Maximo technical skills including Oracle database design and administration,creating database triggers,packages,stored procedures and function,performing load testing using Mercury APM Tools,performing database tuning, Microsoft SQL Server database setup and administration,configuring Websphere v6 and Weblogic v8.1,ISP programming,SQR report writing,Crystal Reports v8 report writing and designing Workflow,processes. Projects Company _Role -- - T- LADWP - -DBA and Data Migration Lead z Hawaii DOE Technical Lead for the Maximo upgrade from v.6.2 to 7.1 and 7.1 to 7.5 References Company J Contact Name Phone Email - Reference#1 LADWP Rita Khurana-Carwile 213-367-0645 Rita.khurana-carwiie@ladwp.com Create migration scripts for Maximo 5.2 migration to Maximo 7.5.Create Migration scripts for legacy Description Inventory management system to Maximo 7.5 Create migration scripts to load data that has been collected and cleaned Reference#2 Hawaii DQE Gilbert Chun 8018-586-3452 gilbert-Chun@notes.kl2.hi.us Description Provide technical and database support maintenance for Maximo 7.1. Currently leading the effort to upgrade Maximo 7-1 to Maximo 7.5. Name: __ _ AM Porter—Technical Resource Certifications • IBM Certified Deployment Professional—Tivoli Process Automation Engine V7.5 • IBM Certified Deployment Professional—Maximo Asset Management V7.5 Akf Porter serves as a technical consultant in the Western region.As atechnical consultant,he has worked as part of project teams for configuration management,application design,information technology systems design,and project&system documentation.He also has been in projects Bio: technology upgrading of Maximo systems from version 6 to v7.5.x,implementation of Maximo, configuration of the Tivoli Process Automation Engine and as a primary point of contact for a recently completed upgrade project with NASA. — — Projects Company Role (]CSD _,LMaximo Technical Resource Montebello Bus Lines Maximo&Mobile Technical Resource State of Alaska Dept Maximo POC for as needed support Social Services Exelis contract with Lead Maximo Technical resource for the Upgrade from 6 to 7.5 _ NASA References Company Contact Name Phone Email Reference#1 OCSD Salt Cady 714-593-7275 pcady@ocsd.com Responsibilities in the project included data scrubbing,data mapping and data migration from ID Edwards to Maximo using SQL migration scripts, patching of Maximo products,configuring interfaces Description using MIF,writing the integration functional and technical design specifications document,testing and troubleshooting integrations.Technical lead for implementation of import/export using Excel spread sheets to facilitate data loading from csv files to their Purchase Order application; Implementation of Maximo Spatial;and, Configuration of MIF for interface table integrations Page 26 Total Resource Management Use or disclosure of data contained herein is not authorized wilhout express written permission of Total Resource Management,Inc. Fort Worth Water Utility Migration to Maximo V7 Reference#2 l _ Montebello David Tsuen 323.558-1625 DTsuen@cityofmontebeilo.com Technical lead for full installation and configuration of Maximo 7.5.0.6 with Transportation. Installed, Description configured,and documented Maximo Anywhere for use on Android devices.Provided System Administration training. Dame: Dan lei King—Sr.GIS/Maxima Integroti©h-Engineer Daniel has extensive experience leading development and integration of various geographic information systems(GIS)with Maximo 6-7.5 for a variety of industries,including water/wastewater, oil&gas,and rail transport. Bio. Skills include: ESRI ArcGIS 10.x,ArcGIS APi,ArcGiS Mobile API,Intergraph Geospatial Portal, Maximo integration Framework,5QL Server,Oracle,MySQL, HTML,ASP.NET Cfi, PHP,Java,JavaScript, R and SAS Statistical software_ Projecte _ Company- _ Role City of Corpus Christi,TX Senior GIS/Maxlmo Integration Engineer San Francisco Public Utility Senior GIS/Maximo Integration Engineer _ Corporation(SFPUQ _ Seattle Public utilities Senior GIS/Maximo Integration Engineer Albuquerque Water Utility _ Authority(ABCWUA) Senior GIS/Maximo Integration Engineer References Company Contact Name Phone Email Reference#1 j City of Corpus Christi,TX Larry Messer (361)826-3532 larrym@cctexas.com Description Gly Manager-iT Program Coordinator Reference#2 Seattle Public Utilities l Toby Sem roc (206)684-5835 Toby.Semroc@seattle.gov �Descriptlon Lead GIS Developer 5.1 Team Member Roles by Milestone The following are the Tasks, Staff and their role for that task TSP Tasks - - Name(s) - �e Dole - Task T1.Development and &ecu_tion of Configuration Migration Plan Hank Watanabe Primary author and main contributor to the Milestone T1.1. First Draft of Configuration Configuration Migration Plan Migration Plan Delivered,Reviewed with John BallnikCc-Cont6butor providing technlcal details Project Team,and Accepted by the City _ _ _ __ Daniel King Co-Contributor providing technical details Milestone T1.2.Test Environment Ready for User Acceptance Testing Prior to First Go-live Hank Watanabe guild and Execute the migration packages (Configuration Migration Plan Successfully Executed by TSP and Verified by Project Team) MilestoneTl.3. Final Configuration Migration I Hank Watanabe Present the Configuration Migration Plan and Pian Delivered(incorporating all configurations update as requested for which the TSP is responsible) — Task T2.Technical Protocol and Schedule for Data Refreshes from Production MilestoneT2.1.Written Protocol for Data Sr.Engineer documenting the protocol and creating Refresh from Production Delivered to and Fung Mak scripts to update the environments Accepted by the City. Page 27 Total Resource Management Use or disclosure of data contained herein is net authorized without express written permission of Iataf Resource Management, Inc. Fart Worth Water Utility Migration to Maximo V7 Milestone T2.2.Refresh Process Successfully Completed and Demonstrated to Fung Mak Validates process and demos to City the City(and Updated Documentation Delivered if Needed) Task T3.Design and Build G15 Geo database interface(GIS Data Integration) Daniel King I Primary author and main contributor to the GIS M€iestone T3.1.City Receives and Signs off on Geodatabase Interface Design and Testing Plan Documentation of the Interface Design and - — Testing Plan Review design and testing plan,Validate that it Hank Watanabe reflects the configuration migration plan and project standards Milestone T3.2. Interface is Developed and Daniel King Lead Developer responsible for interface Unit-tested in the Development Environment development and unit testing and Propagated to the Testing Environment Review design and verify it satisfies design and test (Ready for Testing by the Department) Hank Watanabe plan.Validate that it reflects the configuration migration plan _ Milestone T3.3.city Completes Interface Testing and Signs off on the Functionality Daniel King Validates testing process (Ready for Migration to Production) Task T4.Design and Build Map Application Functionality(GIS Application Integration) Primary author and main contributor to the Map Milestone T4,1.City Receives and Signs off on Daniel Kang Application/Integration Design and Testing Plan Documentation of the Interface Design and Review design and testing plan.Validate that it Testing Pian Hank Watanabe reflects the configuration migration plan and project standards _ Lead Developer responsible for Milestone T4.2. Interface is Developed and Daniel Icing application/integratian development and unit Unit-tested in the Development Environment testing and Propagated to the Testing Environment Review design and verify it satisfies design and test (Ready for Testing by the Department) Hank Watanabe plan.Validate that it reflects the configuration migration_ plan j Milestone T4.3,City Completes Interface Testing and Signs off on the f=unctionality Daniel King Validates testing process _(Ready for Migration-to Production) Task T5.Design and Build CRM Interface Primary author and main contributor to the CRM Milestone T5,1.City Receives and Signs off on Interface Design and Testing Plan. Review design Documentation of the Interface Design and Hank Watanabe Testing Plan and testing pian.Validate that it reflects the configuration_migration plan and project standards Milestone T5.2.Interface is Developed and Lead Developer responsible for interface Unit-tested in the Development Environment development and unit testing. Review design and and Propagated to the Testing.Environment Hank Watanabe verify it satisfies design}and test plan.Validate that (Ready For Testing by the Department) it reflects the configuration migration plan Milestone TS.3.City Completes Interface Testing and Signs off on the Functional€ty Hank Watanabe Val€dates testing process (Ready for Migration to Production) TaskT6.design and Build Fir@House Interface Page 28 Total Resource Management Use ord+sclosure ofdata confainedherein is not authorized without express written permission of Total Resource Management, Inc. Fort Worth Water Utility Migration to Maximo V7 John Ballnik Primary author and main contributor to the Milestone T6.1.City Receives and Signs off on Firehouse Interface Design and Testing Plan Documentation of the Interface Design and Testing Pian Review design and testing plan.Validate that it Hank Watanabe reflects the configuration migration plan and project standards Milestone T6.2.Interface is Developed and John Ballnik Lead Developer responsible for interface Unit-tested in the Development Environment development and unit testing. and Propagated to the Testing Environment Review design and verify it satisfies design and test (Ready for Testing by the Department) i Hank Watanabe plan.Validate that it reflects the configuration. _ migration_ plan Milestone T6.3,City Completes Interface Testing and Signs off on the Functionality John Ballnik Validates testing process Ready for Migration to Production) Task 77.besign and Build SunGard Interface — John Batinik Primary author and main contributor to the Milestone T7.1.City Receives and Signs off on SunGard Interface Design and Testing Plan Documentation of the Interface Design and Testing Plan 7 Review design and testing plan.Validate that it , Hank Watanabe reflects the configuration migration plan and project standards Milestone T7.2. Interface is Developed and John Ballnik Lead Developer responsible for interface Unit-tested in the Development Environment development and unit testing. and Propagated to the Testing Environment Review design and verify it satisfies design and test (Ready for Testing by the Department) Hank Watanabe plan,Validate that it reflects the configuration _ I migration plan Milestone T7.3.City Completes Interface Testing and Signs off on the Functionality John Ballnik valicates testing process (Ready for Migration to Production) _ _ _ Task T8, Develop Tools to Load Plant Inventory, Asset and Work Corder Data,and Support Initial Use of Maximo 7 Production Environment Milestone T8.1-Plant Inventory,Asset and Primary author and main contributor to the Data Work Order Data Loading Configuration Design Aki Porter Loading Configuration Design document Submitted and Accepted by the Departrment _ Milestone T8.7.Plant inventory,Asset and Work Order Data Loading Configurations Lead developer responsible for planning,executing, Completed and Migrated to Test Environment, Aki Porter and Sample Set of Plant Asset Records Loaded testing,refining, and validating data loads Successfully in Test Milestone T8.3.Maximo 7 Production Environment Live for first Set of Users,and TSP Primary go-live support for first set of users, has Resolved Issues discovered during Go Live Akl Porter resolving issues related to configurations made by related to Conffgu rations for which TSP is TSP responsible - -- - Task 79. Integrated System Testing John Ballnik Each responsible for ensuring their respective Milestone T9.1.Integrated System Testing Hank Watanabe integration points,applications, and data migration Successfully Completed Aki Porter sets conform to and satisfy integratiDn tests — — — Daniel King Page 29 Total Resource Management Use or disclosure of data contained herein is not authorized without express wfitlen perm+ssion of Total Resource Management,Inc. Fort Worth Water Utility Migration to Maximo V7 I Pheng Koon Phua Task T10, Work Order Detail and Cost Reports Milestone T10.1.Modified work Order Detail John Ballnik Sr.Maximo Consultant responsible for report Report Delivered and Accepted modifications and testing Milestone T10.2.Cost Report Delivered and John Ballnik Ensures report meets final acceptance Accepted TaskT1L Develop Tools and Protocol to Migrate Field Operations Data and Support Cutover Hank Watanabe Map the tables and generate validation Milestone T11.1, Design of Field Operations requirements. Data Migration Process and Tools Submitted i _ _ _ Update Configuration Migration plan and Accepted by Department Pheng Koon Phua Map the tables and generate validation requirements Milestone T11.2. Field Operations Data Pheng Koon Phua Develop the scripts and unit test. Validate Migration Process Developed and Successfully _ functionality -- Completed in the Test Environment Hank Watanabe Run in Test and validate process in-Test Environment Primary author and main contributor to the Field Milestone 711.3.Field Operations Cutover Pian Hank Watanabe Operations Cutover Plan. Validate that it reflects Submitted and Accepted the configuration migration plan and project _ standards _ Milestone T11.4.field Operations Cutover to Watanabe primary assist to Department for cutover to Hank Watan Production Complete _ �Production_ o7,and General Technical Consulting Application developer providing Maximo and mobile Maxima Configuration and Mobile Services Aki Porter application configuration and business process consulting System engineer providing system engineering System Engineering and Mobile Services Fung Mak consulting for areas including networking,mobility, hardware,software,and system performance Maximo Configurations,Mobile Services and DBA providing consulting for database Data Migration — Pheng Kaon Phua administration,data migration;supplemental support for Maximo configuration,and mobility_ Advanced Configurations, Integrations& Sr.Maximo Consultant providing support for Report writing John Ballnik advanced Maximo configurations,integrations,and reports _ Advanced Configuration,Integrations&Report Sr.-Maximo Consultant providing support for Writing Hank Watanabe advanced Maximo configurations,integratidns,and reports Page 30 Total Resource Management Use or disclosure of date contained herein is not authorized without express written permission of Total Resource Managernam,Inc. Fort Worth Water Utility Migration to Maximo V7 6. Company Experience and References Since 1994,TRIM has been responsible for successfully introducing,engineering, deploying and supporting Maxima solutions to over three-hundred commercial, industrial and public sector clients. TRM solely specializes in Maximo implementations and support. We are a Premier IBM Maximo Business Partner and have been since day one 1997 when IBM purchased MRO. We are also one of only three partners on the IBM Super Council and have close ties to IBM Development and - Atlanta Bureau of Drinking Water 5.2 7.1 Product Management. Our staff is the only business partner to be selected to lead the design for IBM Scheduler and is one of Los Angeles Depart Water and Power 4.1 7.5 the first to be deploying Maximo Mobile AnyWhere. Ora ngeCountySan itation District New 7.5 We present the following list is an example of similar v7.x Sweet Water Authority 6.2 7.s upgrade work that has recently been completed. District&County of Honolulu New 7.1 Our TRM consulting and technology solutions includes. • Enterprise Asset Management (EAM)Strategy and Hawaii Dept of Education(DOE) 6.2 7.1 Planning Hawaii Dept of Education(DOE) 7.1 7.6 * Asset and Operational Performance Assessment Hawaii Dept of Transportation New 7.5 * EAM Technology Assessment City of Montebello-Transportation New 7.5 o EAM Technology Strategic Planning • Asset Management Performance Optimization Massachusetts Convention Center 4.1 7.5 Authority a Maintenance Best Practices and Information Management Western Area Power Administration 6.2 7.5 o Preventative Maintenance Programs Sentpra Global 6.2 7.5 * Reliability and Condition Based Maintenance& Grand River Dam Authority 5.2 7.5 Engineering o CHS,inc. 6.z 7.1 Safety Programs o Work Scheduling, Prioritization and Decision CHS,Inc. 7.1 7.5 i. Support Blencor New 7.5 Supply Chain Efficiencies and Inventory Calloway Gaff 4.1 7.1 Management Q Mobile Computing Best Practices Tyco Electronics 4.1 7.5 • Maxima Systems Solutions and Change Management PFG 612 7.5 o Maximo Analysis, Design, Build,Test, Deploy First Defense Services New 7.1 • Maximo Interfaces and Integrations U.S.Dept of interior.Fish&Wildlife s 7 7 1 o Maximo Hierarchies Optimization service • Maximo Systems Availability and Performance o Maximo Organizational Change Management PePco Government Services 5.2 7.x o Maxima Hosting and Managed Services Western Federal Lands Highway 6.2 7.1 Division o Maximo Training Programs • Maximo Add On Software I Battelle 6.2 7.5 ❑ RulesManager Studio Suite Exelis 6.2 7.5 * LOTO Manager Raven Power © STS-Safety Tagging System Page 31 Total Resource Management Use or diwfoswe of data contained herein+s not authorized without express written permission of Total Resource Management,Inc. Fort Worth Water Utility Migration to Maximo V7 The TRM staff is comprised of a collection of senior industry,functional and IBM Maximo and related IBM software experts across an array of uniquely skilled disciplines. The functional areas supported by TRM staff include; ■ Asset Management(Utilities, Facilities, Logistics, Production, Personal Property, IT) + Work Management(preventive,corrective,predictive) + Labor Management and Scheduling • Supply Chain Management,including Materials Purchasing and Inventory • Project Management • Safety,Security and Compliance • Financial and Personnel Systems Integration + Technical Data Management + IT Service Management&ITIL Business Practices ■ Maintenance Engineering Previous Work and Certification TRM has not performed work for the Department before nor are we a certified with the North Central Texas Regional Authority. 5.1 Company Experience and Reference Description Company Name Business Type Dates of Service Contract Value PFG Commercial— Sept 2012—On Going $2.5M Chemical Processing Description This Reference is provided as an example—Hosting and Upgrade example, where TRM is providing all Support, Managing all infrastructure and making all configuration changes to SLA's.It is also one where TRM performed the Interface and upgrade work. ■ PPG is a paint and chemical manufacturer with processing plants around the world. They had made a strategic decision after a failed off shore experience with Maximo to look at the possibility of hosting their Maximo environment in addition to an upgrade from 6.2 to v 7.5 with major functional changes. • After a rigorous bid process they decided on TRM for both the upgrade and hosting. TRM successfully built and executed a complete transition plan for the move and an implementation plan for the upgrade. The PPG environment is large (1000+ users)with multiple interfaces including Oracle Financials, SCADA, Management of Change(MOC)anc Ariba. ■ To date the move has been extremely successful with 11 of their 16 plants on board or soon to be on board with Maximo. To facilitate the On-Hoard process TRM created a new training program of web based and onsite including video which has been very effective in the process. Company Name Business Type Dates of Service Contract Value Hawaii DOT Government- Sept 2009—On Going $3.OM Infrastructure Description Page 32 Total Resource Management Use or disclosure of data contained herein is not authorized without express written permission of Total Resource Management, Inc. Fort Worth Water Utility Migration to Maximo 117 This Reference is provided as an example-Regulated Government Agency, where TRM is providing all Support Managing all infrastructure and making all configuration changes to SLA's.It is also one where TRM performed the Interface work. • TRM is hosting Maximo Asset Management and Maximo Spatial 7.5 for the Department of Hawaii and their`contractors to enhance user capabilities to schedule, plan,track,and manage inspections and maintenance activities on the storm water assets.TRM manages all aspects of the system and hosting infrastructure including L1/L2 support and providing licensing and software maintenance. • TRIM aiso hosts HDOT's AMS, a custom built GIS system using ESRI's ArcG1S/SIDE technologies. AMS is used by Enviroservices and Training Center to support HDOT's storm water quality management program, covering numerous asset types and structures,e.g., inlets, outfalls, manholes,culverts, best management practices (BMPs), roads, pipelines, etc.TRM enabled their interface work for this system. • TRM was responsible for transfer of the AMS system from the previous hosting provider to TRM's hosting infrastructure. Company Na-me Business Type Dates of Service Contract Value State of Alaska Dept of Government- Sept 2012—On Going $200k Social Services Infrastructure Description This Reference is provided as an example-Regulated Government Agency,where TRM is providing all Support, Managing all infrastructure and making all configuration changes to SLA's. • TRM is hosting Maximo Asset Management for the department of Alaska.Their team uses it to plan,track, and manage inspections and maintenance activities on their facilities.TRM manages all aspects of the system and hosting infrastructure including L1/1_2 support and providing licensing and software maintenance. It also includes training and skills build out ■ TRM won a very rigorous RFP process after the Department was having issues with their original provider. After award TRM successfully transitioned the Departments infrastructure to TRM's and has since been managing it almost without incident. Colmpany Marne Business Type Dates of Service 71Co ntraqtValue Orange County Sanitation Wastewater Sept 2013—,Ian 2015 $1.7M Department Utility Description This Reference is provided as an example-Regulated Government Agency and Water Industry ■ OCSD was replacing their outdated legacy systems with Maximo 7.5. The project included business process development(review and update business rules, business processes and workflow), installation, configuration and integration of Maximo to existing OCSD business systems, migration of existing data, development and deployment of mobile workforce technology,integration of Geographical Information System(GIS),testing and defect remedy in preparation for go-live operations and comprehensive training to OCSD staff personnel based on role or responsibility. • TRM was selected in a similar, competitive bid based on our technical expertise, Utility experience and references. In the first phase TRM led and documented the business requirements for Asset Management, Work Management and Materials Management. For the second phase TRM rolled out Inventory and Page 33 Total Resource Management We or disclosure of data contained herein is not authorized without express written permission of Total Resource Management,Inc, Fort Worth Water Utility Migration to Maximo V7 Purchasing replacing the existing 15 year old legacy system. • Phase 2 also included interfaces between purchasing, inventory and accounting(Oracle Financials) . Following the success of phase 2 TRM just completed the final phase to implement Maximo 7.5 for Asset Management and Work Management where the interface to their Time Card and ESRI systems were successfully completed. • Phase 3 TRM implemented Asset and Work Management.This included installing Spatial and Scheduler.TRM led the requirements, implementation and training for Spatial,Scheduler and Assignment manager.TRM implemented planning and scheduling processes and provided role based training. Company Name Business Type Dates of Service Contract Value Vallecitos Water District Water Utility Sept 2011 —Current $1.4M Description This Reference is provided as an example-Regulated Government Agency and Water Industry • Val Iecitos has been an active customer for over four years and continues to choose TRM for their support and projects. TRM has executed multiple projects including their full upgrade to version 6. The latest project was the implementation of their PM program and upgrace to Maximo v7.5. The implementation included Asset,Work and Materials Management with integration to their Timekeeping, Financials and Customer Service systems. • TRM continues to provide as need technical and consulting services. Recently we participated in review several mobile solutions and providing mobile recommendations. Company Name Business Type Dates of Service Contract Value Sernpra Global Natural Gas Sept 2011 —Current $1.2M Description This Reference is provided as an example•Regulated Agency and Water Industry • Sempra's IT team had inherited a highly customized Maximo fix that was difficult to manage.The decision was made to take advantage of the upgrade to Maxima 7.5 project and remove many of the customlzations.Their goal was to leverage out of the box fuhctionaIity to the greatest'_extent possible and TRM was selected to lead the re-implementation. This meant a complete install,with a complete review of their business processes, and to add new automation to adjoining systems. • TRM successfully lead the re-implementation project by re-installing a vanilla Maximo 7.5 system, mapping their business and technical requirements to Maximo 7.5 functionality, eliminating all Java Customization utilizing TRM rules manager,and re-engineering the Maximo to Great Plains PO/GL Account integration. • TRM continues to provide as need technical services.TRM has provided technical training and developed several additional interfaces since the Maximo 7.5 go-live. Company Name Business Type Dates of Service Contract Value San Francisco Public Water,WW& May 2011—Current $1.4m Utility Commission Power Utility Page 34 Total Resource Management Use or disclosure of data contained herein is not authonzed without express written permission of Total Resource Management,Inc Fort Worth Water Utility Migration to Maximo V7 Description This Reference is provided as an example-Regulated Agency and Water Industry • TRM has been engaged in multiple projects throughout the SF PUC organization. Those include planning and scheduling preparation, mobile enablement, maintenance process refinement,procurement streamlining and multiple IT based projects. • As part of the IT projects TRM successfully lead the integration of the SF PUC Maximo system with their 311 Call Center application. This work synchronized service call information between the two systems. In addition TRM interfaced Maxima to their Financial accounting system FAM IS for improving the real time exchange of purchase information and eliminating manual entry. Rage 35 Total Resource Management Use ordisclosure of data contained herein is not authouzed without express written permission of Total Resource Management,Inc. Fort Worth Water Utility Migration to Maximo V7 7. Cost Proposal 7.1 HSP Pricing Hosting Coasts—There are two options being presented for Hosting Costs. Option#1-The cost of hosting the system with the implementation steps described in the RFP. Option N2-Those same costs from option#1 and the addition of providing TRIM RulesManager to the entire organization at a discounted rate of 50%off List price for a total of$45,122 Nate: Hosting costs are calculated for a 3 year term HSP Tasks-Option#1 Firm Fixed Fee Task T1.Documentation 57,500.00 Task T2.Setup $59,127.20 Task T3.Hosting and Related Technical Support per ear $62,4M.00 Subtotal TSP Firm Fixed Fee and Annual Hosting Cast $129,125.20 Task H4:Additional Technical Support Senior Engi nee r $150/hr Jr.Engineer $125/hr Sr.Architect $175/hr I IHSP Tasks-Option#2-Includes Rules ManagerSoftware with Yo5O Discount Firm Fixed Fee jTaskT1.Documentation $7,500.00 Task T2.Setup. $91,357.20 Task T3.Hostin and Related Technical Support perYear`* $75,390.00 Subtotal TSP Firm Fixed Fee and Annual Hosting Coast $174,247.20 Task H4:Additional Technical Support Senior En ineer $150/hr Jr.Engineer $125/hr r.Architect 175/hr "Includes One time Cost of RulesManager Software and First year Maint "Includesthe Annual Sofrware Maintenance Cost/peryear 7.2 TSP Pricing For the TSP pricing TRM will be presenting four different pricing options. They are Option: #1 —Complete Implementation with the inclusion of the Active G,Jayru product for map visualization #2 - Complete implementation with the Inclusion of Active G,Jayru and Maximo Spatial #3- Complete Implementation with the Inclusion of Active G,Jayru, Maximo Spatia)and TRM RulesManager #4- Complete Implementation with the inclusion of Active G,Jayru and TRM RulesManager Page 36 Total Resource Management Use rordisclosvre of dela contained herein rs not authorized without express wriVen permission of Teta!Resource Management, Inc. Fort Worth Water Utility Migration to Maximo V7 7.2.1 Pricing Option #9 — Base This option is the full implementation of the system including the Active G product Jayu to be used to provide Maximo information through a map view. Annual Software TSP Tasks Firm Fixed Fee Maint.Fee Task Ti.Dexelopu ntand ExecutfonofConfiguration Migration Plan Milestone T1.1_First Draft of Configuration Migration Plan Delivered,Reviewed with Project Team,and Accepted by the City _ $19,026.48 Milestone-T-1-2-Test Environment Ready for User Acceptance Testing Prfor to First Go-. live(Configuration Migration Plan Successfully Executed by TSP and Verified by Project Team) $9,811-20 Milestone`F13.Final Configuration Migration Plan Delivered(incorporating all configurations for which the TSP is responsible) $9,4536.08 Task T2.Technical Protocol and Schedule for Data Refreshes frorn Production MilestoneT2.1.Written Protocol for Data Refresh from Production Delivered to and Accepted by the City. $13,457.60 Milestone T2-2-Refresh Process Successfully Completed and to the City(end Updated Documentation Delivered if Needed) $2,070.40 Task T3.Demon and Build GLS Geodata base interface(GIS Data Integration) Milestone T3.1.City Receives and Signs off on Documentation of the Interface Design and Testing Plan $25,028DO Milestone-F3-2.Interface Is Developed and Unit-tested in the Development Environment and Propagated to the Testi ng Environment(Ready for Testing by the Department) _ _ $52,806-40 MIIestone T3.3.City Completes interface Testing and Signs off on the Functionality (Ready for Migration to Production) $8-988-00 Total First Year Software Cost and Annual Maintenance Fee for Products)Required for the tnterface(list each software product separately) $ $/Yr Task T4.De-s%n anal build Map Application Functionality(GI S Applica tion Integratiori) Milestone T4-1-City Receives and Signs off on Documentation of the Interface Design and Testing Plan _ _ $11,922.00 Milestone T4.2,Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) _ _ _ _ $33,344.50 Milestone T43-City Completes Interface Testing and Signs off on the Functionality —J (Ready for Migration to Production) $6,730.00 Total First Year Software Cost and Annual Maintenance Fee for Products)Required for the Interfare jiist each software product separately) $ S.0oo.00 $ 1,0W.80 1askT5.Design and Bind CRM Interface Milestone TS-1.City Receives and Signs off on Documentation of the Interface Design and Testing Plan $33,912.80 Milestone T5.2.Interface is Developed and Unit-tested in the Development - -- -- Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $46,540-40 Milestone T5-3.City Completes Interface Testing and Signs off on the Functionality (Ready for Migration to Production) $12,372.00 Total First Year software Cost and Annual Maintenance Fee for Product(s)Required for the Interface(list each software product separateiy) $ $JYr Task TG.Design and Build We House Interface Milestone TS-1-City Receives and Signs aff on Documentatlon of the Interface Design+ and Testing Plan $20,883.00 Page 37 Total Resource Management Use ordisciosure of data contained herein is not authorized without express written permission of Total Resource Management,Inc. Fort Worth Water Utility Migration to Maximo V7 Milestone T6.2.Interface is Developed and unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $46,945.20 Milestone T6.3_City Completes Interface Testing and Signs off on the Functionality (Readyfar Migration to Production) $9,538.[10 Total First Year Software Cost and Annual Maintenance Fee for Product(s)Required for the Interface(list each software product separately) $ $/Yr Task T7.Design and Build SunGard Interface Milestone T7.1.City Receives and Signs off on Documentation of the Interface Design and Testing Plan $27,851.20 Milestone T72,Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $96,805.60 MilestoneT73_City Completes Interface Testing and Signs off on the Fundi on aIity (Ready for Migration to Production) $10,713.00 Total First Year Software Cost and Annual Maintenance fee for Product(s)Required for the Interface(list each software product separately) $ $/Yr Task T8.Develop Tads to Load Fant Inventory, Asset and Work Order Data, and Support Initiial Use of NWudma 7 Production Environment Milestone T8.1_Plant Inventory,Asset and Work order Data Wading Configuration Design Submitted and Accepted by the Department $16,800.00 MilestoneT8.2.Plant Inventory,Asset and Work Carder Data Loading Configurations Completed and Migrated to Test Environment,and Sample Set of PIantAsset Records Loaded Successfully in Test S_1.2,a74.00 Milestone 783.Maximo 7 Production Environment Live for first Set of Users,and TSP has Resolved Issues discovered during Go Live related to Configurations for Milestone T8.3.Maximo 7 Production Environment Live for first Set of users,and TSP has Resolved Issues discovered during Go Live related to Configurations for which TSP is responsible $13,860.00 0 Task T9.Integrated System Testing Milestone T9.1.Integrated System Testing Successfully Completed $34,779.60 TaskT10.Workorder Detail and Cost Reports Milestone T10.i Modified Work 0rder Detail Report Delivered and Accepted $10,400.44 Milestone T10.2.Cost Report Delivered and Accepted $11,353.20 Task T11.Dev&p Tools and protocol to Migrate,Field Operations Data and Support Cutover MilestoneT11.1.Design of Field Operations Data Migration Process and Tools r 5ubmitted and Accepted by Department $87,728.00 MilestoneT11.2.Field Operations Data Migration Process Developed and Successfu RV Completed i n the Test Envi ron rnent $52,008.00 MilestoneT11.3.Field Operations Cutover Plan Submitted and Arcepted $6,068.00 ql. `• Milestone T11.4.Field Operations Cutover to Production Complete $7,272.00 Subtotal TSP Firm Fined Fee and Annual Software Cost $754,116.20 $1,004.00 TaskT72.Mabilef?ilciiand General Technical Consulfin'-AM ` AM Porter ,5110.00 Fung Mak $118.00 Pheng Koon Phua $118.00 John Ballnik —� $124.00 Kank Wantanabe i $146.00 Daniel King $155.00 Page 38 Total Resources Management Use or disclosure of data contained herein is not authorized without express written permission of Total Resource Management, Inc. Fort Worth Water Utility Migration to Maximo V7 7.2.2 pricing Option #2 — Maximo Spatial This option is the full implementation of the system with Maximo Spatial.The ActiveG product layu remains in the cost to enhance Spatial's capabilities.This option does not extend the overall schedule.. 'Annual Software TSP Tasks Firm Fixed Fee Maint.Fee Task Ti-Deve3opment arid ExecuWn.cifConfiguration NCigration Pian Milestone T1.1.First Draft of Configuration Migration Plan Delivered,Reviewed with ProjectTea m,and Accepted by the City $19,025.40 MiiestoneTl.2.Test Environment Ready for User Acce pta n ce Test i n g Prior to First Go- live[Configuration Migrat1an Plan Successfully Executed by TSP and Ver!fieri by Project Team) _ $3,811-20 MilestoneT3.3.PInaI Configuration Migration Plan Delivered(incorporating all to nflg.,,81!URS for wh Ich the TSP is respons i b lei $3,536.00 Task T2.Technical Protocol and Schedule for f)ata Refreshes from Production MIlestoneT2-1-Written Protocol for Data Refresh from Production Delivered to and Accepted by the City. _ _ _ $713,457.50 Milestone T2.2.Refresh Process Successfully Completed and to the City(and Updated Documentation Delivered if Needed) $2,070.40 Task T3.Design and Build GIS Geodatabase.interface(GIS Data Integration) Milestone T3.1.City Receives and Signs off on Documentation of the Interface Design and Testing Plan $25,028.00 Milestone T3.2.Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $62,$06.40 MilestoneT3.3-City Cornplets Interface Testing and Signs off on the Functionality (Ready for Migration to Production) 58,9813.00 " Total First Year Software Cost and Annual Maintenance Fee for Product(s)Required for the Interface(list each software product separately) $ $Pfr Task T4.Design and Bugd Map Appillicatfon Functionality(GCS Application Integration) Milestone T4.1.City Receives and Signs off on Documentation of the Interface Design and Testing Plan $22,570.00 MIlestoneT4-3.Interface is Developed and Unit-tested in the development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) _ $74_,876.60 Milestone T4-3.City Completes Interface Testing and Signs of,on the Functionality (Ready for Migration to Production) $11,570DD Total First Year Software Cost and Annual Maintenance Fee for Products)Required, for the-Interface(list each software product separately) $ 67,105-45 $ 13,421.09 Task T5.Deem and Bind CRM Interface MIlestoneT5.1.City Receives and Signs off on Documentation of the Interface Design I and Testing Pian I 533 912.00 MilestoneT5.2.Interface is Deeareloped and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready far Testing by the Department) $46,540-40 M11estoneT53.City Completes Interface Testing and Signs off on the Functionality (Ready for Migration to Production) $12,372.00 Total First Year Software Cost and Annual Maintenance Fee for Product(s)Required for the fnterface(list each software productseparatelYl $ $JYr Task T6.Design and Build ftreWouse Interface Milestone T5.1.City Receives and Signs off on Documentation of the Interface Design and Testing Plan $20,883.00 Page 39 Total Resource Management Use or disclosure of data contained herein is not authorized without express written permission of Total Resource Management,Inc, Fort Worth Water Utility Migration to Maximo V7 MilestoneT6.2.Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $46,945.20 Milestone T6-3-City Completes I nterfare Testing and Signs off on the Functionality (Ready for Migration to Production) $9,538.00 ..-- Total First Year Software Cost and Annual Maintenance Fee for Product(s)Required for the interface(list each software product separately) $ $/Yr Task T7.Design and Build SunGard Interface Milestone T7.1.City Receives and Signs off on Documentation of the interface Design and Testing Plan $27,_851.20 MilestoneT7.2.Interface is Developed and Unit-tested in the Development Environment and Propagated to the TOsting Environment(Ready for Testing by the Department) $95,ao5,60 MilestoneT73.City Completes Interface Testing and 5igns off on the Functionality (Ready for Migration to Production) $10,713.00 Total First Year Software Cast and Annual Maintenance Fee fur Products)Required for the Interface(list each software product separately) $ $/Yr Task Ta.Develop Tads to toad Plant Inventory, Asset and Work Order Data, and Support 1 nhW Use of Ma*no 7 Production Environment Milestone T8.1.Plant Inventory,Asset and Work Order Data Loading Configuration Design Submitted and Accepted by the Department $16,800.00 Milestone T8.2.Plant Inventory,Asset and Work Order Data Loading Confi gu ra tf o ns Completed and Migrated to Test Environment,and Sample Set of PIantAsset Records Loaded 5uccessfuIIV in Test $12,474.00 Milestone T8.3.Maximo 7 Production Environment Live for first Set of Users,and TSP has Resolved Issues discovered during Gu Live related to Configurations for which TSP is responsible $13,864.00] Task T9.integrated System Testing Milestone T9.1.Integrated System Testi ng SurcesssfuIly Completed $34,779.60 Task T10.Work Order Detai and Cost Repasts Milestone T10.1.Mordified Work Order Detail Report Delivered and Accepted $10,400.40 Milestone T10.2.Cost Report Delivered and Accepted $11,953.20 Task T11.Develop`fools and Protocol to MGgrate Meld operations Data and Support Cutover MilestoneT11.1.Design of Field Operations Data Migration Protess and Tools Submitted and Accepted by Department $87,728.00 Milestc,ne T11.2.Field Operations Data Migration Process Developed and Successfully Completed in the Test Environment $52,008.00 Milestone T11.3.Field Operations Cutover Plan Submitted and Accepted $6,060.00 MilestuneT11.4.Field Operations Cutover to Production Complete $7,272.00 5u btotal TSP Firm Fixed Fee and Annual Software Cast $578,241,65 $13,421.09 Aki Porker Fu ng Mak _ $118.00 Pheng Koon Phua — $118.00 I7ohn Ballnik $124:D4 Hank wantana be $x46.00 Daniel King $155.00 Page 40 Total Resource Management Use or disclosure of data contained herein is not authorized without express wriNran narmic firnn of TnW Rc?.cnmrp MA nanampnt Inr Fort Worth Water Utility Migration to Maxim U7 7.2.3 Pricing Option 93 —Maximo Spatial & RulesManager This option is the full implementation of the system with Maximo Spatial Active G product Jayu and TRM Rules Manager.The RulesManager product suite is added to decrease interface development time but also to be used by the FT Worth Maximo team for enhanced Maximo configuration, managing system performance, perform more thorough testing and enhanced training. 'Annual Software TSP Tasks Firrn Foxed Fee Maint.Fee Task TL Devefdpment and Execution of Configuration Wigration Pian Milestone T1.1.First Draft of configuration Migration Plan Delivered,Reviewed with, Project Team,and Accepted by the City _ $19,02fi.40 Milestone Tl.2.Test Environment Ready for User Acceptance Testing prior to Flrst Go- live(Configuration Migration Plan Successfully Executed by TSP and Verified by Project Team) _ $3,811.2❑ Milestone T13.Final Configuration Migration Plan Delivered(inrorporating all configurations for which the TSP is responsible) $3,636.410 Task T2.Tech nird Protocol and Schedule for Data Refreshes from Production MilestoneT2.1.Written Protocal for Data Refresh from Production PeIivered to and Accepted by the City. $13,457.60 . MilestoneT2.2.Refresh Process Successfully Completed and to the City(and Updated Documentation Delivered if Needed) $2,070.40 Task T3.f imCn and Build GIS Geodata base Interfere(GIS Data Integration) Milestone T3.1-City Receives and Signs off on Documentation of the Interface Design and Testing Na n $25,028.00 Milestone T3.2.Interface Is Developed and Unit-tested in the Development Fri vironmen t and Pro page ted to the Testing Environment(Ready for Testi ne by the Department) _ _ $62,806.40 Milestone T33.City Completes I n terfa ce Testing and Signs tiff on the Functionality -- (Ready for Migration to Production) $8,988-00 Total First Year Software Cost and Annual Maintenance Fee for Prod uc¢(s)Required for the Interface(Iist each saftware prod u ct s ep a rate IV) $ $/Yr Task T4.Design andlkifiidllRap AppTication Funtttonarity(GIS Application Integration) Milestone T4.1.City Receives and Signs off on Documentation of the interface Design and Testing Plan $22,570.00 MIIestoneT4-2.Interface is Developed and Unit tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) _ _ $74,876.60 Milestone T49.City Completes Interface Testing and Signs off on the Functionality 1Rea dyforMigration to Production) $11,570.00 Total First Year Software Cost and Annual Maintenance Fee for Products)Required for the Interface(list each software product separately) $ 67,105.45 $ 13,421.09 Task T5-Design and Build CRIVI Interface - MilestoneT5.1.City Receives and Signs off on Do curnentation of the Interface Design: and Testing Pian $32,744.04 MilestoneT5.2.Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $44,715.20 MIIestoneT53-City Completes Interface Testing and Signs off on the Functionality (Readyfor Migration to Production) $12,372.0 Total FirstYea rSoftware Cast and Annual Mainten ante Fee for Prod uct{s)Required for the Interface(list each software product separately) $ $/Yr Task Tb,Design and Bund Fire House interface Milestone T6A.City Receives and Signs off on Documentatian of the Interface Design and Testing Plan $20,244,13 Page 41 Total Resource Management Use or disclosure of data contained herein is not authorized without express written permission of Total Resource Management,Inc. Fart Worth Water Utility Migration to Maximo V7 Milestone T6.2.Interface is developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $45,102.60 MilestoneT6.3_City Completes interface Testing and Signs off on the Functionality (Ready for Migration to Production) $9,533 OD Total First Year Software Cost acrd Annual Maintenance Fee for Products)Required for the Interface(list each software product separately) $ VYr Task T7.Design and SuNd SunGard Interface Milestone 77.1.City Receives and Signs off on 17ocumentation of the Interface Design and Testing Plan $25,082.80 Milestone 77.2.Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $85,548.40 MilestoneT7.3.City Completes Interface Testing and Signs off on the Functionality (Ready for Migration to Production) $10,713.00 Total FlrstYea r Software Cost and Annual Maintenance Fee for Products)Required for the Interface(IIst each software product separately) $51,568.00 $12,8134.00 Task T8.Develop Tools to Load Plant Inventory Asset and Work Order Data, and support Initis)Use of KtaArrio 7 Production Environment Milestone T81.Plant Inventory,Asset and Work Order Data Loading Configuration Design submitted and Accepted by the Department $15,555.00 Milestone TB-2-Plant Inventory,Asset and Work Order Data Loading Configurations Completed and Migrated to Test Environment,and Sample Set of Plant Asset Records Loaded Successfully In Test $12,474.00 MilestoneT8.2.plant Inventory,Asset and Work Order Data Loa dingCan figurattons Completed and Migrated to Test Environment,and Sample Set of Plant Asset Records Loaded Successfully in Test $12,474.00 MIIestoneT8.3.Maximo 7 Prod urtlan Environment Live for first Set of users,and TSP has Resolved Issues discovered during Go Live related to Configurations for which TSP is responsible $13,860.00 Task T9.Integrated System Testing MilestoneT9.1,Integrated System Testi n g 5 uccessf u I I V Completed $34,779.60 TaskT10.Work Order Detal and Cost Reports " MilestoneT10.1.Modified Work Order Detail Report Delivered and Accepted $10,400.40 Milestone T10.2.Cost Report Delivered and Accepted $11,353.20 Task TIL Develop Tools and Protocol to M%rate Field Operations Data and Support Cutover Milestone T11.1.Design of Field Operations Data Migration Process and Tools 4Subrnitted and Accepted by Department $80,864.00 Milestone T11.2.Field Operations Data Migration Process Developed and Successfully Completed,in theTest Environment $52,408.0{3MilestoneT11.3.Field Operations Cutover Plan Submitted and AcceptedMilestoneT11.4.Field Operations Cutover to Production Complete $7,272.00 5ubtotalTSP Firm Fred Fee and Annual Software Cast $897,451.38 $2 Task 112.Mobile Pilot and General Technical Cans Aki Porter $110.40 fung Mak $118.44 Pheng Koon Phua $118.OQ - John Ballnik $124.00 Hank Wantanabe $146.00 T Daniel King - $155.00. Page 42 Total Resource Management Use or disclosure of data contained herein is not autho,rraed without express written permission of Total Resource Management,Inc. Fort Worth Water Utility Migration to Maximo V7 7.2.4 Pricing Option #4 — Base & RulesManager This option is the full implementation of the system with the Active G product layu and TRIM Rules Manager Product 5u'ite. It does not include Maximo Spatial. Rules Manager reduces Integration development time but also can be used by the entire Ft.Worth Maximo team for enhanced Maximo configuration of business rules, managing system performance,more thorough testing and for enhanced training. Annual TSP Tasks Farm f:&ed Fee software Task Ti.Development and Execution ofConfi oration I1Cgration Plan MilestoneTl.1.First Draft of Configuration Migration Plan Delivered,Reviewed with Project Team,and Accepted by the City $19,026.40 Milestone TI-2-Test Environment Ready for User Acceptance Testing Prior to First Go= live(Configuration Migration Plan Successfully Executed by ISP and Verified by Project Team) $3,811.20 MilestoneTl.3.Final configuration Migration Plan Delivered(incorporating all configurations for which the TSP is responsible) $3,636.00 Task T2'.Technical Protoccil and Schedule for Data Refreshes from Production Milestone 1-2.1.Written Protocol for Data Refresh from Production Delivered to and Accepted by the City. $13,457.60 Milestone T2.2.Refresh Process successfully Compieted and to the City(and Updated Documentation Delivered if Needed) $2,070.48 Task T3.Design and litiifd GIS Geodatabase Interface{GIS Data integration} Milestone T3.1.City Deceives and signs off on documentation of the Interface Design and Testing Pian $25,028.00 Milestone T3.2.Interface is Developed and UnIt-tested in the Development Environment and Propagated to the Testing Environment(Ready For Testing by the Department) $62,806.4{7 Milestone T3.3.City Completes I nterface Testing and Signs off on the Functional ity (Ready for Migration to Production) $8,988.00 _ Total FirstYea fSoftware Cost and Annual Maintenance Fee for Products)Required for the Interface(Iist each software product separately) $ $/yr Task T4,Dedgn and Build Map ApA6caWri Functionality(Gt5 Appfication Integration) MilestoneT4.1.City Receives and Signs off on Documentation of the Interface Design and Testing Plan $11,82200 MilestoneT4.2.interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $33,344.60 Milestone T4.3_City Completes Interface Testing and Signs off on the Functiohallty (Ready for Migration to Production_) $5,730.00 Total First Yea rSoftware Cost and Annual Maintenance Fee for Products)Required for the Interface(list each software product separately) $ 51000.40 $ 11000.00 'Task T5.Des%n and Bund CRM Interface Milestone T5.1.City Receives and Signs off on Documentation of the Interface Design and Testing Pian $93,512.00 MilestoneT5.2.Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $44,71520 Milestone T5.3.City Completes lnterface Testing and Signs off on the Functionality (Ready for Migration to Production) $12,372.00 Total FrstYear Software Cost and An nu at Maintenance Fee for Product(s)Required for the Interface(list each software product separately) $ $/1fr Page 43 Total Resource Management Use or disclosure of data contained herein is not authorized without express written permission of Total Resource Management,Inc. Fort Worth Water Utility Migration to Maximo W7 Task T5,design and Build FireHouse Interface Milestone I h.i.City Receives and Signs off on Documi!rtation of the interface Design and Testing Plan $24.6&1-013 Milestone T5.2.Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $45,102.60 Milestone T6.3.City Completes Interface Testing and Signs off on the Functionality (Ready for Migration to Production) $9,538.40 Total First Year Software Cost and Annual Maintenance Fee for Products)Required for the Interface(list each software product separately) $ $JYr Task W.Design and Build SunGard Interface Milestone T7.1.City Receives and Signs off on Documentation of the Interface Design and Testing Plan $25,092.84 Milestone TT2_Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing by the Department) $85,598.40 Milestone T7.3.City Completes Interface Testing and Signs off on the Functionality (Ready for Migration to Production) $10,713.00 Total First Year Software Cost and Annual Maintenance Fee for Product(s)Required for the Interface(list each software product separately) $51,568_DQ $12,893. Task T$.Develop Tools to Load Plant Inventory, Asset and Work Order Data, and Support Initial Use of Ntaldmo 7 Production Environment Milestone T8.1.Plant Inventory,Asset and Work Order Data Loading Configuration Design Submitted and Accepted by the Department $15,656.00 Milestone T8.2.Plant Inventory,Asset and Work Order Data Loading Configurations Completed and Migrated to Test Environment,and Sample Set of Plant Asset Records Loaded successfully in Test $12,474.00 Milestone 18.3.Maximo 7 Production Environment Live for first Set of Users,and TSP has Resolved issues discovered during Go lave related to Configurations for which TSP is responsible $7.3,860.00 Task T9.integrated System Testing M i lestone T9.1.Integrated System Testi ng Su rcessfu Ily Completed $34,779.50 Task T10.Work Order Detail and Cost Reports MilestoneTIO.1.Modified Work Orden Detail Report Delivered and Accepted $10,400.40 Milestone T10.2.Cost Report Delivered and Accepted $11,353.20 Task T11.Develop Tools and Protocol to M%rate Reid Operations Data and Support Cutover Milestone Tll.i_Design of Field Operations Data Migration Process and Tools Submitted and Accepted by Department $80,864.00 M i leston e T1 1.2.Field Oblations Data Migration Process Developed and Successful I Completed in the Test Enviran nr ent $52,008.00 Milest one T11.3.Field Operations Cutover Plan Submitted and Accepted $5,060.00 Milestone T11.4.Field Operations Cutover to Production Complete $7,272.00 Suibtntai TSP Firm Fixed Fee and Annual Software Cost $780,132-8 $13,899.00 i ask 112,hlnbile in lot and General Techr➢i-al Consulting 0.00po--fie Aki Pager $110_(X1 Fung Mak $118.00 -- Pheng Koon Phua $118.00 — — Johnaiinik { '$124.110 i — — -.r_ Bk W_antanabe '5146_40 T Daniel King $155.40 Page 44 Total Resource Management Use or disclosure of data contained herein is not authorized without express mitten permission of Total Resource Management,Inc. Fart Worth Water Utility Migration to Maximo V7 8. Appendix Please see the Appendix far? Signed Addendum's, Resumes and Product Overview Material Page 45 Total Resource Management Use or disdosurs of data contained herein is not authorized without express written permission of Total Resource Management,Inc. FORT WORTH., ADDENDUM TO THE INVITATION TO HID FOR HOSTING AND TECHNICAL SERVICES FOR FORT WORTH WATER UTILITY MIGRATION TO MAJIIMO,7 ADDENDUM NO.I DATE ISSUED:JANUARY 28,2015 REQUEST FOR PROPOSALS NUM1gER: 15-0102 ORIGINAL PROPOSAL SUBMISSION DATE:MARCH 5,2015(unchanged) Addendtun No. 1.,dated January 28,2415 is hereby amended to incorporate in full text the following pro visions: 1. Page 1 has been replaced. All ember ten-ns and conditions remain the same, L47�1c—�� JACK DALE PURCHASING MANAGER .......r.....rarr.a•raw................a......a.........................w■...... COMPANYNAME:. Tota Reso ince Manage ht:, Inc. SIGNATURE: NOTE: Company name and signature mast be the same as an the bid documents. F I FoRT WORT- 42 ADDENDUM TO THE REQUEST FOR PROPOSALS I5-0102 HOSTING AND TE03NIC.E L SERVICES FOR FORT WORTH WA'T'ER UTILITY MIGRATION TO MAIC MO 7 ADDENDUM NO.2 DATE ISSUED:February 25,2015 REQUEST FOR PROPOSALS NUMBER: 15-0102 ORIGINAL PROPOSAL SUBMLSSION DATE: March 5,2015(unchanged) Addendum No-2,dated February 25,2015 is hereby amended to incorporate in full text the following provisions: I, Questions and Answers document from all inquiries submitted is hereby incorporated,in full text, pages 2;24. All other terms and conditions remain the same. JACK BALE PURCHASING MANAGER ■ 1)i tl f f i i!1 1 f tl Y tl tl f A■!!!!!o! ■Y !Q•!R Y i!!!!..........!!!!F 4 M'/• !!....... !!!!!f C0MPANYNAI'v1E: Total Resource Management, Inc_ SIGNATURE: — NOTE; C©mpany name and signature most he the same as on the bid documents. I i FORTWORTIL ADDENDUM TO THE REQUEST FOR PROPOSALS15-4102 HOSTWG AND TECHNICAL SERVICES FOR FORT WORTS WATER UTH M Y MGRATION TO MAXINIO 7 ADDENDUM NO.3 DATE ISSUED:February 25,2015 REQUEST FOR INFORMATION NUMBER: 15-0142 ORIGINAL PROPOSAL SUBMISSION DATE:March 5,2015(unchanged) Addendum No.3,dated February 25,2015 is hereby amended to incorporate in full text the following provisioDs: 1. Correction for response to question 94. 2. All pages after page 24 are removed and not replaced. All other terms and conditions remain the same. ACID DALE. PURCHASING MANAGER Ra.....■.a..■.■■.......■■...■r.......................................a........: COMPANY NAME: Total Resource Manag t, Inc. SIGNATURE._ NOTE: Company name and signature must be the sante as on the bid documents. Hank Watanabe (Senior Maximo lConsultatit) 5ummaiy of Qualifications Years of Relevant 27 Experience: Education: M.S, Computer Science, Hawaii Pacific University, May 2000 B.S.Computer Science, University of Hawaii Manoa, May 1986 Technologies: HTML, JavaScript,Oracle 10g& 11 g, database Administration, SQL, PLISQL, VMWARE, IBM WebSphere,J2EE Application Server, Maximo Integration Framework,Java and C Summary of Relevant Experience Mr. Watanabe has 27 years of experience as an IT government employee or as a private IT consultant in direct support of various corporate-wide technologies and business processes including financial, work execution, contracts, facilities, transportation, utilities, purchasing and administration. Have experience with the implementation, deployment and support of COTS-based products such as IBM Maximo and development products including Oracle t lg, HTML, and JavaScript. Mr, Watanabe also has extensive background in the software engineering life cycle, industry standard project management practices, and an in-depth understanding of computer technologies and their applications. Mr. Watanabe is able to analyze complex problems, perform studies and provide evaluations and recommendations to all levels of management including studies to determine new or changed IT procedures or applications. Mr. Watanabe has training in the following areas: • "IRM Rules Manager Studio Advanced Training,TFLM, 2014 + Basic Java for IBM Maximo 6 Programming, IBM, 2010 Advanced Programming for IBM Maximo 6 Programming, IBM,2010 + Customizing Business Components in IBM Maximo 6. IBM, 2010 + Program Management Best Practices, Getronics, 2000 + Project Management Best Practices, Getronics,2000 a Administering Microsoft Windows NT 4.0, 'Nang, 1998 • Supporting Microsoft Windows NT 4.0 Core Technologies, Wang, 1998 • Supporting Microsoft Windows NT 4.0 Enterprise Technologies, Wang, 1998 • Internetworking with Microsoft TCP/IP on MS Windows NT 4.0, Wang, 1998 • Microsoft Exchange Server 5.5 Series Concepts and Admin., Wang, 1998 • Maximo System Administration,NDI, 1997 + Maximo User Training, NDI, 1997 + Supporting Windows NT 4.0—Core Technologies, Vortex Data Systems, 1997 + Administering Windows NT 4.0, CTA, 1997 ■ Turning ORACLE RDBMS, Oracle, 1992 • Advanced ORACLE for Developers, Oracle, 1992 IN/2015 • Introduction to ORACLE for Developers, Oracle, 1992 ■ ORACLE Data Base Architecture and Administration, Oracle, 1992 ■ Netware 0.11 System Manager, ISTC, 1992 ■ Introduction to Informix SQL, Commercial Data Systems, 1989 • Bar Coding Techniques,Naval Shipyard Training Center, 1988 • C Programming, PRG, 1987 Mr.Watanabe has excellent verbal and written communication skills, project lead experience and task management experience. Detailed Experience Total Resource Manabement Inc. 2012 —Present Sr. Maxim© Consultant NV. Watanabe is.responsible for providing technical services in support of Maximo 7.x deployments. He currently provides Maximo 7.5 Integration Framework. {NAF} design and development support for the Los Angeles Department of Water and Power which involves the design, development and deployment of approximately 40 interfaces supporting application areas such as resources, work order, and purchasing. Integration includes the deployment of XML, flat file and interface table methods, and both inbound and outbound interfaces incorporate the use of sequential and continuous queues. The environment is a corporate-wide Maximo solution supporting both the Water and Power business lines using Oracle I Ig Re12, IBM. WebSphere 7.x, and Maximo 7.5. Additional requirements include support for the design and development of non-NAF based integration via shellfbatch scripting, Oracle PL/SQL and SQL scripting as well as TRM Rules Manager to apply the appropriate business logic to perform data migration/integration (RM Script), and/or enforce data integrity (RM Rules). In support of delivering integration services, out-of--the-box Maximo customizations are required allowing the integration controls to support both inbound and outbound data characteristics. This includes the use of Maximo features such as System Properties, Database Configuration, , Application Designer, Domains, Relationships, and Java customizations. Other duties currently assigned include Project Manager for the Albuquerque Water Utility Authority overseeing the maintenance support of their Maximo application environment;Database Developer for CHS Inc. developing data update scripts to re-align their Maximo system's companies and GL account data in support of their JDE financial system; and [Ernes Manager Studio Javascript Developer for the State of Hawaii, Department of Education converting RM Script rules to their Javascript equivalents. Rentfrnw,Inc. 2009 -2012 3140015 ConsullanflDeveloper In this position, Mr. Watanabe's responsibilities included providing professional software engineering services including systems analysis, software development, configuration management and project fulfillment. He conducted feasibility studies to determine new or changed IT procedures or applications and defined functional requirements, product designs/capabilities and participated in system testing, documentation, implementation, user training and post-deployment support. As a Consultant, Mr. Watanabe provided IBM Maximo v7.1 analysis, design, development, unit test, implementation,, deployment, training and project fulfillment services utilizing standard COTS-based software engineering principles, such as those regarded by the Software Engineering Institute, in support of the Naval Facilities Engineering Command (NAVFAQ corporate system requirements. He also supported two corporate worldwide systems called EXMJS (Expeditionary and Logistics Management Information System) and SPM (Single Platform Maximo). Mr. Watanabe also performed the following: • designed, developed and unit tested several hundred functional requirements of the NAVFAC EXMIS system, a supply and logistics system serving the NAVFAC logistics Community, to streamline their containerization of resources such as manpower, assets, and inventory siipplies required on forward deployments. This system utilized the Administration, Assets, Contracts, Financial, Integration, Inventory, Planning, Preventive Maintenance, Purchasing and Work Orders modules • designed and developed Maximo 7.1 application customizations in the Assets, Inventory, and Work Orders modules using Maximo features such as the configuration of System Properties, Database Configuration, Application Designer, Domains, and Relationships ■ developed custom NMO validation classes and Cron task customizations using the Java prograrnrning language, eclipse Indigo IDE and the Maximo Developer plug- in Extensive use of TRM Mules Manager 4.x was also important in supporting specific business rules that were not feasible in utilizing out-of-the-box functionality. The EXNGS system- was successfully deployed in production mode and is currently being used by the NAVFAC Expeditionary and Logistics Center. Mr. Watanabe also provided direct support of corporate-wide technologies and business processes including: • Financial • work execution + contracts • facilities • transportation • utilities 31412015 • purchasing • administration for the NAVFAC SPM system He also managed, designed and developed the Materials Management and Resources modules which included application customizations for Organizations, Labor, People, Person Groups, Crafts, Assets, Contracts, Financial, Inventory, Purchasing and Work Orders and involved extensive use ofTRM Rules Manager 4.x in support of government procurement rules and regulations as well as integration support for corporate mainframe systems support. Mr. Watanabe also specifically developed, maintained and independently managed the project timeline for the materials management and resources application modules and he ensured all approved deadlines were met within budget and schedule guidelines. SPM is currently operational throughout all NAVFAC regional commands worldwide including: • NAVFAC Hawaii ■ Marianas ■ Mid-Atlantic • Washington D.C. ■ Southeast,Midwest ■ Northwest ■ Southwest • Europe • Southwest Asia ■ Pacific and Atlantic Mr. Watanabe participated in the development, implementation and maintenance of the NAVFAC configuration management system which involved the use of the HP Quality Center, Microsoft Team Foundation Server, and Microsoft SharePoint software systems. He applied software engineering configuration management principles taken from the SEl and IEEE organizations. Development technologies included the use of HTML, JavaScript, Oracle 10g Database Administration and SQL, PL/SQL Code development and optimization. Supplemental tasks included the development of the initial database and application configuration promotion scripts used by the development team and installation, configuration and testing of the MAM 7.1 product suite in a single-server Windows 2003 server and VMWARE configurations used as a requirements, design, development and test environment. The latter included the configuration and support of Oracle 10g database server, IBM WebSphere J2EE Application Server, and components required to support the use of integration services(i.e. Maximo Integration Framework). As a member of the NAVFAC Maximo 7 Deployment Support Team, Mr. Watanabe's specific responsibilities were to perform as an onsite Maximo expert providing support as an analyst, developer, and trainer. The deployment was a six month effort that provided 314!2015 him with the opportunity to travel to and support the following NAVFAC regional commands around the world: KAVFAC Midwest • NAVFAC Washington • NAVFAC Mid-Atlantic, NAVFAC Hawaii • NAVFAC Southwest,NAVFAC Southeast + NAVFAC Northwest NV2015 NAVFAC Far East NAVFAC Marianas Deployment support included analytical and technical skills in providing data migration SQL and PL/SQL scripting; Maximo 7 application development techniques using the application designer, domains, relationships, database configuration, system properties, conditional expression manager, TRM rules manager, Oracle triggers and PL/SQL development; Maximo M_BO Java customizations; and user training and documentation services. Beyond Tcchnology's Edge,LLC 2006—Present President As President, Mr. Watanabe is responsible for providing project/program management, systems analysis, and project fulfillment services and has provided project/program oversight and direction for personnel performing IT related help desk, software development and engineering tasks. Mr. Watanabe is able to analyze complex problems, perforin studies and provide evaluations and recommendations to all levels of management including studies to determine new or changed IT procedures or applications. He has provided oversight and assistance in the definition of functional requirements, product design/capabilities and participated in system testing and implementation, and he has extensive background in the software engineering life-cycle, industry standard project management practices, and an in- depth understanding of computer technologies and their applications. As a subcontractor to Kinyon Construction, Mr. Watanabe provided Maximo 7,1 training and consulting services in support of the Plains Exploration and Production Company (PCP), an oil and gas company with both onshore and offshore facilities. He completed training of 75 day-shift and night-shift crew members across three offshore oil platforms during a 15-day continuous period covering an introduction to Querying fundamentals, Assets, Locations, and Work Orders, and each user's start center was configured with quick links and default queries. As a sub-contractor to Total Resource Management, Mr. Watanabe provided Maximo consulting services in support of the Seattle City Light and Los Angeles Department of ,"Water and Power (LADWP) projects. He developed' a rules manager conversion document for the Seattle`-City Light timekeeping system and participated in the development of the DRAFT LocationlAsset Hierarchy Design document for the LADWP. As a sub-contractor to General Dynamics Information Technology, Mr. Watanabe provided the Naval Facilities Engineering Command with Maximo 5_x technical (analyticaVdevelopment) and functional (analyticalltraiDing) support services for the SPM/NET system implementation to all Facilities Engineering Commands, worldwide. This included software modifications and customizations to all components of the SPWNET system in the following areas of the application screens: 3/412015 • database customization and configuration ■ application configuration ■ MB0 Customization ■ MEA User Exit Customization TRM Rules Manager • external system interface methods utilizing Java, JavaScript, SQL, and PL/SQL development. Mr. Watanabe also provided project management oversight and technical implementation support for several ongoing initiatives within the Naval Systems and Information Systems Activity, Pearl Harbor supply rhnin management area of responsibility, including a data warehouse named Birdtrack. Birdtrack services the U.S. Naval Fleet, worldwide and manages MTLSTRIP information on behalf of the NAVSUP claimancy and provides the U.S. Naval Fleet with critical supply chain management information. Total Resource Management 2002- 2006 Director, Business Operations Mr. Watanabe provided professional management and technical services in Enterprise Asset Management, workflow and systems analysis, and project fulfillment.His duties included: ■ complex application problems + specialized in performing studies, evaluations and recommendations to engineering or technical objectives • feasibility studies to detevmine new or changed IT procedures or applications • functional requirements, product designs and capabilities, and participated in. system testing and implementation • technical and administrative direction for personnel performing IT related software development and engineering tasks Senior Business Consultant Mr. Watanabe installed, configured and reviewed Maximo 6.2 modules (all Core and .Maximo Enterprise Adapter) to develop an emerging technology process in direct support of ITSMIITAM standards, including the installation, configuration and troubleshooting of Oracle 10g, IBM WebSphere and I3213 webMethods ,in a multi-server configuration. An in-depth analysis of Maximo 6�2 features and functions was performed to align appropriate processes with the ITSMIITAM standards. And the deliverable was a dynainic asset management strategic specification outlining a standard process with specific customizations using Maximo 6.2 features specifically in support of ITSMIITAM standards and procedures. Mr. Watanabe also supported the Naval Facilities Engineering Command (NAVFAC) Northwest's Enterprise Asset management system migration effort, provided project management oversight and technical implementation suppoil for both their Single Platform Maximo (SPM) and Maximo for Fleet Manager (MFM) application environments including project management oversight, application development support, 310201 S system deployment services, end user and system administration training, and help desk support. Mr. Watanabe also provided support to the City of Austin, by developing a Maximo integration design document to aid in the development of interfaces between Maximo and their legacy work order and purchasing systems. Programa Manager Mr. Watanabe led a team of eight staff members in the development of the DCI SPM Strategic Plan for the Single Platform Maximo (SPM) initiative for the Department of Interior (DCII), including project management oversight, participation in DOI senior executive facilities planning and requirements meetings, and development of the DCI SPM Strategic Plan. Director of Northwest (NNS Operations Mr. Watanabe built the NW operations supporting the Port of Tacoma and Commander Navy Region Northwest (CNRINW). He also took active part in the implementation and deployment of the CNRNW Regional Maximo system. Getronies Government Solutions,LLC 1992-2002 Program Manager Mx. Watanabe was responsible for managing two key programs within the Getronics Government Solution's Pacific Region: Maximo and e-Government Supply Systems with an annual revenue in excess of two million dollars, He successfidly maintained and grew business to include the following accounts: • Navy Public Works Center(PWC)-Pearl.Harbor • Fleet&Industrial Supply Center-Pearl Harbor • Naval Facilities Engineering Command, Public Works Field Support Office - San Diego • Camp Pendleton Marine Corp -Camp Pendleton • Fart Lewis Army Corp of Engineers-Washington State • Navy Pacific Missile Range Facility-- Kauai. • Madigan Arany Medical Center—Washington • Territory of Guam, WIC Program. Mr. Watanabe led an eight-member project team at the Navy PWC in the development, enhancement, and maintenance of their Maximo 4.x CMM System, including the management of all customer initiatives bath at the local and corporate levels. He oversaw the Operational ,Data Store (CDS), data warehouse system implementation using Oracle and ASP in support of the commands facility decision support requirements, and Internet/Intranet project, command-wide customer and internal administrative support requirements. He also led a four-member project team in the development, enhancement, and maintenance of the Regional One Touch Supply System at the Fleet & Industrial Supply Center at Pearl Harbor and provided oversight of all Oracle databases and web development add-on enhancements to their primary supply system. 314M15 Ali Porter Summary of Qualifications Years of Relevant 7 years Experience: Education: AS, Computer Information Systems, El Camino Community College BA, Econ University of Nairobi BS, Business Admin,Operation Management major(in progress) Certifications: IBM Certified Deployment Professional—Tivoli Process Automation Engine V7 5 IBM Certified Deployment Professional—Maxima Asset Management V7.5 Summary of Relevant Experience Mx.Porter has more than six years of experience in Maximo development environment including Maximo version 6.x and 7.x. This includes definition of logical sequences of events for successful deployment of Maximo T5 in client environment with emphasis on configuring the database, configuring the system, adding security roles, data migration, modification of applications and developing interfaces for use with interface tables_ Mr. Porter is a technically adept team player who easily adjusts from individual to group environments with the goal of making each project a success. He is able to manage his time well and prioritize assignments without compromising project delivery time. He is a good communicator with good verbal/written and interpersonal skills. Recent projects have involved implementation of application import and export functionality to allow import of excel files to update Maximo data, implementation of Maximo Spatial, integration with external database using the MIT and interface tables, configuration of SSL, LDAP configuration and BIRT report development. Detailed Experience Total Resource Management Inc. 2012—Current Maximo Technical Consultant: Aki Porter serves as a technical consultant in the Western region. As a technical consultant, he has worked as part of project teams for configuration management, application design, information technology systems design, and project& system documentation. He also has been in projects involving upgrading of Maximo systems from version 6 to v7.5.x, implementation of Maximo, configuration of the Tivoli Process Automation Engine and as a primary point of contact for a recently completed upgrade project with NASA. Recent Projects as Maximo Technical Consultant: Change County Sanitation District-Mr.Porters responsibilities in the project include data scrubbing, data mapping and data migration from JI]E to Maximo using SQL migration scripts, patching of Maximo products, configuring interfaces using MIF, writing the integration functional and technical design specifications document, testing and troubleshooting integrations. Mr. Porter was the technical lead for: o Implementation of import/export using Excel spreadsheets to facilitate data loading from esv files to their Purchase Order application o Implementation of Maximo Spatial. * Configuration of MIF for interface table integrations • Vallecitos Water District—Upgrade of Maximo from v6.2.8 to Maximo 7.5.x, configuration of LDAP on Maximo and WebSphere application servers. • Exelis contract with NASA—Main point of contact for the upgrade project where the client was moving from Maximo 6.2.7 to Maximo 7.5.0.4. Responsibilities included performing analysis and providing recommendations on data scrubbing and conversion, preparation of the database for upgrade, setting up Maximo for Development,Test and Production environment, running integrity checker and validation test, resolving all issues prior to upgrade, running the database upgrade and all post upgrade:tasks including and not limited to application design customizations and system efficiency checks_ ■ Alaska DHSS—on demand point of contact for support of the TRM hosted environment. kequirements include performing screen changes via Application designer and or XNE, table and column modifications via Database Configuration, report development,security administration, providing knowledge transfer and training sessions where requied, and any other on demand requests that the client has during the hosting contract. • Jump Trading—Upgrade of TAMIT to SCCD.Tasks include installation of SCCD on a Development and Production environment, data scrubbing and conversion from TAMIT, troubleshooting and solving integrity checker errors, installation of Rules Manager, installation of Maxima Mobile,configuration of SCCD user interfaces, restoration of system after hostnames were changed,configuration of LDAP, and SSL set up and testing. • EWP--This project involved moving EWP Maximo from a hosted environment to a locally hosted environment on EWP servers. The client was part of a multisite system.TRM was responsible for extracting all data related to EWP into a single instance of Maximo. Project included installation of Oracle I Og database, Maximo install and configuration, report development envirorunent installation and configuration, system support and BIRT report development. ■ Hawaii Department of Education —On demand support of TRM hosted environment and BIRT report development Synergy Solutions, Newark,DE '' 2010-2012 Maximo Developer In this position, Mr.Porter's responsibilities included planning, design, and implementation of Maximo 6.2 and 7.L He performed the deployment and implementation of systems running on IBM WebSphere application servers and related databases. Mr.Porter also contributed in the design and development of SQL scripts to perform data manipulation in the system.Additional responsibilities included modifications and changes to XML files,migrations of XMLs within a coordinated change management process and reviewed requirements for use cases for Maximo application. Mr. Porter was a liaison between the technical and functional teams and was instrumental in translating business needs into functional solutions within Maximo and related technologies. MJ Kelly Corp,Fort Lauderdale, FL 2009-2010 Nlavimo Developer Mr. Porter worked within a team environment and was responsible for Maximo system architecture, performance stability and functional capability.He provided production support for investigation and resolution of help desk tickets related to the Maximo application. Additional responsibilities included • Facilitation and participation in user meetings/discussions to confirm and refine technical designs and create Maximo design documentation. • Manage and understand security profiles and groups by adding and removing application functional ity • Identification and resolution of application performance issues ■ Worked with business analysts and technical staff to perform root cause analysis on critical issues ■ Tracking of deliverable status' and report project progress ■ Continuously review overall system integrity and performance and generate enhancement requests to be reviewed and approved by the technical, functional and user communities ACS-Inc,Houston,TIS 2007-2009 Afaximo Engineer Mr.Porter provided teclinical services and support over the entire lifecyle of the project. He participated in application and solution development to meet project requirements while managing multiple environments. He was also involved with integration testing and troubleshooting of failure messages. Barwil Unitor,Long Beaeb CA 2006-2007 Implementation Supervisor Mr. Porter served as the point of contact in the implementation effort at Barwil Unitor.He analyzed and refined the current business process design as part of the FRP implementation. He completed gap analysis and developed functional design, training material and definitions of reporting strategies using available systems. Additionally Mr_Porter was part of the group that participated in estimation,planning, cost of quality and quality risk analysis. Andy Neal Summary of Qualifications Years of Relevant 20 years Experience: Education: BA, English, University of New Hampshire, 1991 MS, Professional Writing,Towson State University, 1995 PhD, Educational Thought and Sociocultural Studies, University of New Mexico,2007 PMP Certified IBM Certified So ution Advisor-Maximo EAM Solutions V2 IBM Certified-Maximo 7.5 Fundamentals Summary of Relevant Experience Mr.Neal has a diversified background in project management, business analysis,teaching, and training. He has eleven+years of success serving as a project manager, business consultant, and business developer on numerous training and systems integration projects across TRM_ He also has nine+years of classroom and curriculum-design experience as a college instructor. Mr. Neal has cross-functional skills in training program analysis and development, curriculum and content production, project management,end user support, user acceptance 1 system testing, and sales. He is a creative problem solver with ability to develop and implement sound training and change management strategies, lead diverse business teams,and provide innovative solutions for complex problems. Mr.Neal is accustomed to working in high profile customer liaison roles and serving as primary contact between project team members, operations and sales leads, and customers.He has a proven ability to excel in cross-functional roles, including consulting, account and project management,program oversight,and application support. Mr.Neal has highly developed time management and priority planning skills. He is able to manage projects from inception through completion, consistently achieve objectives, and use various approaches to manage a complex.,diverse work load. Mr. Neal is an articulate communicator with excellent verbal,written and interpersonal skills. He is able to translate technical concepts and communicate effectively with users, partners, stakeholders,and senior managers. He is an effective"bridge builder's who can bring teatns together to achieve common goals; leverage best practices, and ensure a smooth flow of project operations. Detailed Experience Total Resource Management Inc. 2004—Present Project Manager,Business Consultant Mr. Neal has served as a project manager, business consultant, and trainer on numerous projects across the organization. As a project manager and business consultant,he has worked as part of project teams for configuration management, information technology systems design and deployment,and project and systems documentation. Responsibilities have included project management of large-scalp.MAX:IMO Imp]ementations and upgrades, user and system administration training, customer documentation, and customer support. He has worked with staff on continuous process improvements including stewarding the adoption of a project management system, the development of a standard set of organizational project execution processes, and the communication of proccss improvement efforts to the entire organization. Mr. Neal has provided training; planning and consultation services on numerous large-scale projects. As a subject matter expert on both MAXIMO and training, he has developed and implemented in-depth training plans that touch the working environments of thousands as well as designed and developed instructional materials for instructor-led end-user training and train-the- trainer workshops. Recent Projects as MAXIMO Project Manager: • City of Montebello Transit Department-Project Manager for NL XIMO 7.5 implementation (Current) • San Francisco Public Utilities Commission-Project Manager for MAXIMO 7.5 support and enhancement(Current) • Golden Gate Bridge Authority—Project Manager for MAXIMO reimplementation 7.5 rules support(Current) • CHS Refinery-Project Manager for MAXIMO 7.5 support and enhancement(Current) ■ Orange County Sanitation District- Project Manager for MAXIMO 7,5 implementation (2013-2015) • ITT Exelis (NASA Deep Space Network)—Project Manager for MAXIMO 6.2.8 to 7.5 upgrade (2012-20.13) • Tyco Electronics--Project Manager for MAXIMO 7.5 reimplementation (2012-2013) ■ Irrtermuuntai i Power Services—Project Manager for MAXIlVTO EAM Assessment (2012) • Talecris-Project Manager for MAXIMO trainingleLearning development (2009-201+0) • SSI Facilities Services- Project Manager for MAXIMO support and upgrade (2007- 2009) • Dow Reichhold-Project Manager for MAXIMO technical services (;2008) • NBC Universal- Project Manager for MAXIMO integration (2007-2008) • Mirant Corporation-Project Manager for requirements phase (2007-2008) • Booz Allen Hamilton-Project Manager as sub-contractor to Booz Allen (Development and Support) (2007) • Cornell University-Project Manager for MAXIMA Assessment (2007) • Maryland Department of Transportation-Project Manager for MAXIMO Asset Management Assessment(2006) Major Related Project Highlights: ■ MAXIMO Upgrade for ITT Exelis(2.012-2013). Responsible for project initiation and planning. Coordinated system installation and set-up. Managed MA1'WO application and datahase configurations. Coordinated team for data migration, User Acceptance Testing, training, go-live preparations, and deployment. ■ MAXIMO Reimplementation for Tyco Electronics(2012-2013). Responsible for project initiation and planning. Collected MAXIMO 7.5 requirements, and conducted business review and gap analysis. Coordinated system installation and set-up_Managed N4AXIM0 application and database configurations. Coordinated team for data migration, User Acceptance Testing, training, and go-live preparations. MAXIMA 7.5 reimplementation rules development(Current). Evaluated current customizations.Analyzed customizations with MAXIMO 7.5 and RulesManager. Migrating Java customizations to MAXM40 and RulesManager. ■ MAXIMA EAM Assessment for Intermountain Power Services Corporation(2012). Worked with team to conduct system assessment and business process workshops for maintenance work management, materials management, and asset management. Created Conversion Review report. • MAXIMO Upgrade Assessment for Mirant Corporation (2007-2008). Reviewed all pre- upgrade activities that had already been completed by Mixant and reviewed the results. Reviewed Mirant's MAXIMO 6.2 requirements.Reviewed their MAX 40 5.2 customizations that were to be carried forward. Reviewed signature security functionality and identified Mirant's security requirements for the upgrade.Reviewed the muti-site set up options available in MAXIMA 6.2. Reviewed custom and modified reports. Reviewed desired system integrations and current system infrastructure. BRI Consulting Group 2002-2004 Coordinator of Research and Data, Child Care Research Collaboration and Archive Mr. deal served as part of the project management team on a contract with the Department of Health and Human Services' Child Care Bureau {CCS}to create a Web-based archive of childcare and early education research. He worked with a team in Washington DC to design the technical framework of the archive, consisting of an underlying database, a Web interface, and programming logic that provided the required functionality. He supervised a team of project assistants in acquiring, subject indexing, digitizing, and uploading research data files, reports, and related documents. He maintained a project work plan and participated in project meetings with CCB project officers and steering committee,members.He produced monthly progress reports for the CCB, .documented all project processes, and coordinated efforts with other CCB-funded projects to expand the scale of the archive. TVI Community College 1.948-2001 Instructor, Developmental Education Mr.Neal taught courses in introductory writing and reading,to first year college stridents.He developed the course content to supplement the curricu'.urn.He managed course scheduling, assessments, and reporting. Mak, Fung (Senior Maximo Consultant) Summary of Qualifications Years of Relevant 15 years Experience: Education: B.A., Multidisciplinary Studies,Stony Brook University IBM Tivoli Monitoring 113M Netcool IBM Rational Performance Tester Certification: IRM Certified Infrastructure Deployment Professional—Maximo v7.5(02126114) Maximo 52 Consultant Certified Novell Administrator 4.11 iITIL Foundations Certified Summary of Relevant Experience Mr, Mak is a talented,multi-skilled Senior Maximo Consultant with more than 15 years of experience in installing,configuring,and implementing Maximo, as well as providing system administration support. Mr. Mak has installed and configured all aspects of the Maximo system including Maximo applications, Maximo server components, Oracle 7.x, 8.x, 9.x, 1 O.x, I Lx,MS SQL Server 2000,2005,2008,20 12, Maximo Enterprise Adapter, WebMethods,WebLogic 6.x,7.x, 8.x,9.x, WebSphere 4.x, 5.x, 6.x,7.x, 8.x, Actuate 5, 7, 8,BIRT,Workflow, SSL, SSO,and LDAP. He has a deep understanding of the Maximo application and its technical architecture components. He has served as tIte technical lead engineer in charge of Maximo systems architecture design and installations for various TRM clients including Navy Region Northwest, Navy Region Southwest,Navy Facilities Engineering Command,Fleet&Industrial Supply Centers in Yokosuka and San Diego,Marine Corps Base Hawaii, Department of Interior, Department ofEnergy, State of Hawaii Department of Accounting and General Services,Eastern Municipal Water District,Albuquerque Bemalillo County Water Utility Authority, Sempta Energy, CenterPoint Energy,Sweetwater Authority,Vallecitos Water District, Orange County Sanitation Department,PPG Industries, American Municipal Power,and State of Hawaii Department of Education. Mr. Mak has specific experience as a technical lead and Work Order consulting for facilities and asset maintenance atNAVFAC Pearl Harbor,San Diego and Yokosuka, Japan,and Navy FISC Pearl Harbor and MCBH Kaneohe_ He also has experience in work and process flow development and documentation, functional analysis,as well as Maximo application design and configuration for NAVFAC Pearl Harbor, San-Di ego and Yokosuka,]apart,and Navy FISC Pearl Harbor and MCBH Kaneohe. He has assisted with initial Maxima 7.5 infrastructure setup and configuration(e.g. hardware and " software)for the State of Hawaii Department of Transportation Storm Water Management Program project and currently is the system engineer for the State of HawaRDepartment of Education's Maximo 7.1.1,8 system. As the systems engineer, Mr.Mak is responsible for the installation:of software and OS patches, troubleshoot and resolve issues with Maximo,SQL Server, and optimization of Windows OS and SQL Server for any improvements on Maximo performance. Mr.Mak is the technical lead for the installation and configuration of Maxima Mobile Inventory and Asset Manager for the Western Federal Highways Land Division, He has also provided the on site, hands-ori training for Maximo Mobile Suite. Mr. Mak was the primary build engineer for Maximo 5.2 to 7.1.1.12 upgrade for NAVFAC,and is responsible for applying build packages(configuration changes,database scripts, application XML and BIRT reports)and troubleshooting build package errors. Mr. Mak has recently completed and executed the upgrade from Maximo 6.2 to Maximo 7.5 with Transportation for Sweetwater Authority. He has also performed Maximo 6.2 to 7.5 upgrades for Vallecitos Water District, and Maximo 6.2 to 7.1 upgrades for State of Hawaii Department of Education and Western Federal Lands--Highway Division. Additionally he designed and implemented an advanced cluster configuration for the QA,Staging,and Production instances for Sempra Energy with their migration fxom 6.2 to 7.5. He was also an integral part of the Maximo 6.2 to 7.5 upgrades for the following organizations(Raven Power,PPG Industries). Mr.Mak has excellent verbal and written communication skills,project lead experience and task management experience. Detailed Experience Total Resource Management Inc. 1999—Present Senior Afaximo Consultant Lead system architecture designer • Installs and configures Maximo infrastructure ■ Maximo system administration • Performs system monitoring and troubleshooting,provides recommended courses of action • Provides systernlinfrastructure monitoring ' Executes performance load/stress testing ■ Performs business process analysis Develops and documents workflow and processes ■ Design and configures Maximo application(s) based on business requirements * Develops User and Technical Documentation Develops test scripts and provided testing support ■ Provides End-user and System Administrator Training ■ Maximo Mobile Inventory Manager 7.1.1 • Maximo Mobile Asset Manager 7.1.1 YMCA of Honolulu 1998 - 1999 Computer Administrator Developed various full function client service tracking systems using Access 97.Facilitated maintenance and trouble-shooting of PC's,peripherals,and software.Setup,tuned,and managed an IntraNetware LAN.Instructed and advised co-workers on computer functions and operations_ Planned and administered a$2 million dollar annual budget through various state,federal, and private funding sources. Coordinated and negotiated large fixed asset purchases. YMCA of Honolulu 1.995-1.998 Computer Resource.Specialist Designed and implemented a billing procedure using Lotus 1-2-3. Produced a data collection system using Access 97.Facilitated maintenance and trouble-shooting of PC's, Charlie Correos Summary of Qualifications Years of Relevant 17 years Experience: Education., Master's of Urban and Regional Planning, University of Southem California,College of Urban and Regional Planning,Los Angeles,California. Bachelors of Arts in Design and Planning, University of Washington,College of Architecture&Urban Planning,Seattle,Washington. Certification: Technologies: Java, .NET, Python, JavaScript,JSCI1i,and XML. Skilled in SSRI products(ArcGIS, ArcSDE),Oracle, MySQL, IBM's Maximo and a Variety of other software applications Summary of Relevant Experience Mr. Correos has expertise in developing and integrating GIS applications with Maximo, including IBM Maximo Spatial. His Maximo expertise includes data migrations, screen changes, custom applications, and integrations. He has experience and training in Geographic Information Systems(GTS)and enterprise application development and administration. He has approximately fourteen years experience utilizing G1 for data analysis, display, and management, with the last twelve years focusing on developing Internet-based GIS applications. Detailed Experience Total Resource Management,Seattle,WA 2010- present Maximo Consultant/GIS Developer Mr. Correns is the lead for deploying [BM's Maximo Spatial, an add-on solution that integrates ESR-1 ArcGIS and IBM-Maximo. Ile has assisted in the design, planning, and implementation of Maximo Spatial 7.5 projects for the State of Hawaii Department of Transportation, Sacramento Area Sewer District,strange County Sanitation District, and Chelan County PUT).He is the lead application developer and administrator for the State of Hawaii Department of Transportation's Asset Management System (AMS), a custom enterprise 'system based on ArcGIS Server, and Maximo Spatial 7.5. His responsibilities include: a Administering and configuring Maximo Spatial 7.5 a Performing network administration tasks(e.g., configuration management of the Stormwater Management Program's applications environment, VM administration, martagementlanalysis of network infrastructure monitoring tools, security management, backup/restore procedures and processes, network attached storage device management, continuity of operations) o AMS system administration(e.g., ArcGIS Server/ArcSDE administration, periodic system maintenance, soffivare updates and patches,performance tuning) o GIS and AMS data management (e.g., data migration, 3ata analysis and recommendations, configuration management support for GIS data updates to the MS4 network:, editing, and refreshes) Technology Associates International Corporation,Seattle, WA 2009-2010 GIS Architect Mr. Correos acted as Product Manager and Developer for MapworksTM,a Technology Associates-developed solution that integrates ESR1 ArcGIS and IBM Maximo technologies using Adobe's Flex Framework.He was also a project team member on various Maximo data migration projects. For one project,Sonoma County Water Authority,he assisted in migrating from Maximo 4 to Maximo 7. Seattle City Light,Seattle,WA 2007-2009 Senior GIS Application Developer Mr. Correos was the lead developer for City Light's ESS (Electrical System Status), an ArcNS-based web application used for reporting Electrical System outages. He was also a project team member on City Light's upgrade from Maximo 5.2 to NMS, and he developed interfaces between the City's Enterprise databases and Maximo using the Maximo Enterprise Adapter(MEA). He was also project team member on City Light's implementation of ArcFM and was responsible for implementing and customizing ArcFM's Internet Viewer. Total Resource Management,Seattle,WA 2004-2006 GIS Developer Mr. Correos was lead developer for TRM's MapManager,which integrates ArcIMS MapServices into IBM's Maximo MXES. He also served as the lead developer for the mapping portion ofTRM's SpaceManager. SpaceManager embeds Autodesk MapGuide snaps into a Maximo custom application for space management and as the lead GIS Consultant for TRM, He assisted with RFPs, gave product demonstrations,and interfaced with clients regarding Maximo/GIS integration and also assisted with various Maximo projects for Sub Base Bangor, including implementing Maximo Transportation, creating SQR reports, and supporting various back-end activities. URS Corporation,Seattle,WA 20011 —2004 Senior Programmer- Web/GIS Mr. Correos served as the lead developer for all web/ArcIMS powered websites, administered and maintained the division's internet servers, and commonly .configured with.Windows 2044/NT,Microsoft IIS,JRun, ColdFusion, Apache Tomcat; and Arc1MS. Key projects include: o Lead Programmer for the ArcIMS portion of the US Navy's IRIMS website.TRIMS utilizes the ArcIMS .lava Connector and is configured to query ArcSl7E Feature Classes stored in an Oracle database.Users can query documents and chemical data from 8 Navy installations using standard and custom GIS tools. o Lead Programmer for the ArcIMS portion of Fort Lewis's website. This ArcIMS web application allows users to select from a variety of pre-made"theme-based"maps (e.g. Natural Resources, Infrastructure, Compliance, etc.), Users interact with the reaps using standard and custom GIS tools, and have the ability to view both Col.dFusion and Crystal Reports reports, o Served as designer/programmer for converting US Coast Guard Unit Environmental Guides([]EG)to ADA-compliant, web-based format. The project addressed 67 UEGs for 52 different Coast Guard Vessels and 15 Shore Facilities. Southern California Association of Governments,Los Angeles,CA 2000-2001. Associate Systems Analyst Mr.Correos created and administered AscIMS powered websites using ,1avaScript, ArcXML, ASP, and HTML. He utilized a variety of software applications and programming languages for analyzing and converting spatial datasets, including ArcView, Arclnfo,Microsoft Access, Viper(transportation modeling software), Avenge, and Visual Basic. Community Development Commission,Los Angeles,CA 1998—2000 Program Specialist—GIS.Mx. Correos performed all computer and data management, including designing and administering the Residential Sound insulation Program's.GIS database. He generated maps and reports for the Federal Aviatiota Administration and the Los Angeles World Airports using a combination of ArcView GIS,and Microsoft Access. Mr. Correos supported division software applications and developed and maintained a variety of database applications using MS Access. City of West Hollywood, West Hollywood, CA 1998 Economic Development Intern Mr. Correos was responsible for tracking and updating the City's Percent for Art Program. He created maps for presentation at City Council and Project Area Committee meetings, and utilized ArcView GIS to analyze existing conditions along Santa Monica Boulevard and the East Side Redevelopment Area. ' A i Daniel King dan nv.kine @activeE.com Experience&Skills Software Experience GIS Systems—ESRI ArcGIS and Intergraph Geospatial Portal IBM Maximo Enterprise Asset Management SQL queries and database structures(5QL Server,Oracle and MySgi) HTML,ASP.NET C#, PHP,Java, and JavaScript • R and SAS Statistical software Market Research • Developed customer segmentation model to target marketing communication • Estimated market share for dental software market using internal and external data • Developed reports for lead tracking,marketing efficiency and insurance claims processing • Designed and implemented surveys and focus groups Management/Supervision Managed teams ranging from 2-72 employees Motivated teams to adopt processes and meet goals Helped improve efficiency of operations in various roles from data entry to reporting Employment Software Developer,activeG, LLC Jun 2012 present I am currently the lead developer for the core MapEngine desktop product at activeG.We integrate enterprise mepping systems into the Maximo system.I have a strong knowledge of the mapping system API's and GIS and Maximo data structure. I also spend time with the clients to implement the system and configure it to their business processes helping them save time by using Map Engine. Market Research Associate,Henry Schein, Inc. Jun 200G Jun 2012 As the Market Research Analyst for the Practice Solutions(software) division of Henry Schein, I segmented the customers to optimize marketing spend.I also developed several web applications for a variety of internal and customer facing sites. Partner,Midos Touch Web, LLC Oct2010-present Midas Touch Web is a small company I started with a partner that holds several web site properties that generate a small passive income.These sites run on PHP with MySQt databases SEL}Manager,16xMedia, LIC Jan 2005 tun 2006 1L1xMedia was a start-up web marketing company where 1 managed the group responsible for improving search engine rankings for four large website networks.I also automated processes and improved overall efficiency. Education B.S.Statistics—Business Analysis,Brigham Young University,Graduated 2005 tots I resource T%Mmanagem-ent A Consulting and Technology Company Jahn Ballnik Summary of Qualifications Years of Relevant Over 10 years Experience: Education: BA, International Business and Hispanic studies, University of Michigan,2000 AS, C;omputpr Information SyStems, Remington College,2003 MS, Database Administration, Boston University,2013 Certifications: IBM Maximo V5 EAM Certified Consultant IBM Maximo V6 EAM, ITEM Certified Consultant IBM Maximo V7 EAM,1TSM Certified Consultant IBM AITP Certified Instructor Summary of Relevant Experience John has over ten years of experience in the information technology industry. He applies advanced principles,theories, and concepts to important tasks. John services as a Project Manager and Senior Maximo Consultant and is involved in almost every facet of a Maxirlo project. Some of his many tasks in Maximo implementations include Integration Development, Database configuration,Data Migration, Application Setup, Requirements Documentation, and Project Management.He has developed over a dozen interface solutions by configuring Maximo to successfully communicate with several external systems. He has also written over 500 reports for marry different clients using the Actuate Reporting tool,Crystal Business Objects, IBM Cognos, and the Business Intelligence and Reporting Tool (BIRT). John is also part of a select group of employees that can write rules in RulesManager and has taught this TRM product to almost two dozen customers.He is an IBM AITP Certified Instructor for the Actuate and BIRT products and conducts training classes when necessary. Detailed Experience Total Resource Management Inc, 2002— Present Senior Maxima Consullant Jahn is a Maximo V5, V5,and V7 certified consultant and is involved in almost every aspect of the product including interface deveopment,report writing,troubleshooting, implementation, database configuration and Project Management. He has been involved in over two dozen major Maximo upgrades ranging from version 5x to 7.5,with tasks including complex Integration,Data Migration, and application setup. During the implementation of Maximo for the SPM project he was assigned several tasks, which included being the main Report Writer, gathering requirements for the many Business Rules that needed to be incorporated into the product, and the upgrade and development of a major web application. Internally he serves as a mentor for new employees and an overall reference for the Maximo product. Lastly,he is an 2111V201 a Tmtote resp u rce management A Consulting and Technology Company ISM AITP Instructor for the Maximo 6 and 7 Tivoli Reporting Courses which involve the Actuate and B1RT reporting tools. He also is a trainer for the TRM Rules Manager software. Besides teaching this product he also uses it on a daily basis for project implementation and general support. Recent Projects: • San Francisco Public Utilities Commission - Upgraded 4 major interfaces between Maximo 7 and different external systems - Assisted local personnel with additional interface development - Current lead of integration development, with a backlog of interfaces set to deploy this year • Vallecitos Water District - Served as'Technical lead on Maximo upgrade to version 6.2 - Continued application support for Maximo versions 6.2 and 7.5, including Application development,database monitoring, report writing, and general troubleshooting. - Developed 5 separate interfaces between Maximo and different external systems - Administered Rules Manager and Actuate classes for the employees • Sweet Water Authority - Supported Maximo 6 to 7.5 upgrade by updating the interfaces and troubleshooting BIRT and Integration issues. • Sempra Global - Worked on the Maximo 7.5 Upgrade - Developed and Implemented the upgrade interfaces for the update project - Converted several Actuate reports to BTRT - Administered informal interface classes for the employees Classes Ttaught: • Actuate e.Report Designer - Faribault Foods - Lockheed Martin - JT3 • Business Intelligence and Reporting Tool (BERT) - NSTec - Orange County Sanitation District 2/12r6014 total TM resource management A Consulting and Technology Company Sempra Global - Callaway Golf SAIL CenterPoint Energy • Rules Manager - Minnesota Power - Southern Mississippi Electrical Power Association - LA Unified School District - Maricopa Country LA Department of Public Works EGGinc - DC WASA - JT3 - ACTO - Chelan County- - PXP - Washington University - NSTec San Diego Water Authority APS - Long Island Railroad Duke Energy - Vallecitos Water District - Sernpra Global - Sacramento Sewer i D 4-0 U) 0 0 11 Cl 4-a■ -+ ■ ■ . f . ca - 1 � , cn tCL ryEi'r�i .' t l F .r�lit !hila•'', � C ai (d L • 0 L U `I EA 06 0 dCL Qj Cf c r_ W CL n Z N U o� m � a u .- a) �u w *�'tLa " u 0 U by •� cu C C u Ln C o vu E 0 4-JwC e�. E a) „ ,c. E 0 y :N w m � m cry �_ M aa'c 0 u N s.. , u N g � ao (LI CSS m g C 5 +� Q cu E v w _ v 3T 4 M F cu Oar a I .N CL U CC to ai > o +, " -0 � C 5043 � iif © U • CU U * M ■ - - w u ° �.. a Ln ■ `w. LI) 0 Lh Cj 'tn W i O 0 F '-J "' -0 `—' m ■ � i � � � d C C 0 as E Lu D: ■ aj .- 4-j V) L 03 un v u . E a -w .E c U-) 0 U X u Ln -0 m ca 0 C U E co -X v S L- o i U c CL) C .� �: 0 •p � � � 4-j u LO ul 0 .. 0 v {J� LC] CL 0 Q] C) c- LU U [- ll ( < C: 0') aD s E E CIO _0 C13 CL E E x w 4-a rw CL co m 0 2 CD o L 0 U) U 03 •� 4, C, L C7Q _ I 70C7 C:) ' LL0 CU #• _ 0) u� > ❑ > Q L — R3 i 0 "� ¢1J Ua] a � +' 06 r :3E ro c E 4- 0 E °' o u r Q) o U •0 u M Q N 61- ;a u v E a C: � , oCL) u L t�I] V) a �. uc Ul D 41 v W m V) + v� 7• E ,. � � u L — C7 +� tw c top cn c t {- -a _ �iaj 's� -a 7 �m 0 u 2!- v as W E a) tzo E � . ams � v � T; ra V) � v � �� at? c ro +a : E a E w 00 0 LV c" 4 CJ (U z Ln a �n 4-4 r}'a ,� �• qui �c }'Mc v •� r N .. L r •L • Qj . LA xN r W u v L LL- ra - CD -0 a E ® a J LU ci= m LZ (,a Ln cn 7. cu C V � - 0 L +' bo a s cu p ❑ ry C o CU cu o w_s_- °' ° L C) Ln x +, + Ln LZ bA 0n > E E —' W in bbD a Ln C (11 r� v 0 +.+ ra Ln GJ 0 -0 i x 4 a, Cii �4 C o +j 0 L L3 C ❑ sl i C CCL1 L1 cu g Q Q- E ❑ w CL I N to C: cu ❑ p Q) E cu+ d O 7 dQ w 4--aC '�„ ' �+� 0 ►f1 � ❑ as •X ,D Ma} z3 7• a� a x E �_+ (U C GJ G.4 — W x ' ai U CL C Q] cU ajE fla LU =3 tU C 0 CL Ln cu cin LA co L;z CL �. 0 ,w 0 o © - CL .0 O � R3 cu p � OC V ❑- u 4W u D ❑ w � w i Ca V7 � _ Ln Ct1 X ,q; [Lf } I ® i O }— _ v7 u � ° an Lr _0 a of L Q O -0j 0 .v_sto L {-- Ln ro m (V U c i ai E Q r a V } � u [1} t o cu lh � { © •3 Q - p LA Ln Ln � u Qi ¢y E } _ ❑ ai L R E Ln Ln x v>i L +-• _ Ln m 'C3 rho 4�,1 a) �' p -�s a o ► ❑ U) +j CL ° J 4-, 0 +` m a� Q3 > > L ^x Q E • o o -°a ' to o o m Ln c rH L7 - u ❑ ,1 p u ra JZ- fix}[ _ L U7 7 p .� 61 E 2 4} 4- a� R N 0) ra 'E Q E m Q u Z3 0 0 0 C a — 0 ') 0 CL C6 0 cn Q o� RS O ;- [ly a) c u) C N Q) [Y] 0 0 U mCU (Dcrs 0 a x D cn m Z � � m an �� c6 �' (n 0 cu L o 0) M Q) U 0 N CCS :3 '0 M 0� U `�.. (U (D 2 � � _ � (U C 3 Y I L 1- L o r UI� U 4-1 Ln C) -0 L T3 co . r(naaE I n E3, a� i � L 43 CCS ��} C7 7 0 Q) 0 E I (U UJ N C� tS3 (U :�_- M I (U X T3 i t�S N U U LU Q} 0 m Q C ALL C d -� •E 4-0 . xx Gi LL LL 0 � CD U)j cl cy� x x x . x x x x x x x x x x x x x x x x x x x x x x x x x 4 E _ ) § ' � | . C x % 0 ( ƒ . 2 e — \ _ m i m ( R M / [ \ ) ƒ ƒ \ i C> w g k r £ 2 $ } ) § § ( \ } }_ \ \ CL ' ° \ \ k / \ C � - n w � ! \ \ \ \ �\ \ u \ } \ \ { } a! ) & E E « E E ; b ® 2 2 \ j 'd- / ) 3 j \ 4 r 1 11 +1 `r: Fast Futs What is it? RulesManager is the only configuration and development platform for Maximo. It substantially reduces the resources and risks required for simple and complex Maximo configurations; and, supports an agile software development environment for configuring and developing Maximo solutions. RulesManager recently was awarded IBM's 2011 Tivoli Innovative Product of the Year. What does it do? RulesManager operates seamlessly with Maximo by providing access to all of the Maximo Business Objects, properties, methods, and relationships;as weld as seamless access to relateable systems environments, development tools and functions. These other environments include web services, XML, directory and file services, email systems, JDBC, FTP,, source code repositories, and JavaScript.An API specification provides the opportunity to extend this seamless configuration access to other environments, as well. Seamlessly connecting oil of these environments within a centralized configuration control center, provides the ability to "build rules"for configuring simple and complex behavior throughout Maxima, in a simple, unified console. Additionally, the JavaScript interface provides an "External Scripting Engine"that automates many Maximo data management functions as if someone was manually entering data into the system—with all of the rules in force. Why do I care? Maximo provides many design tools for configuring Maximo application behavior, improving the user interface, segmenting different behaving Maximo environments for different roles and groups, improving security, improving data integrity, regulatory compliance, etc. These design fools are not organized in a single location, but rather, are accessed in separate location silos and are configured using different methods. Many desired Maximo configuration changes require multiple, disjointed design constructs that are only connected within the developer or administrators understanding,gr through explicit, verbose,external documentation. t Additionally, the configuration limitations of native Moximp, open the need to achieve functional requirements compliance through the customization of Maximo's Java Class Object Files. Customizing these files requires Java programming shills,as well as the requirement to maintain these customizations whenever Maximo is modified or upgraded.Substantial Maximo Java customization requires a significant investment in development and QA] QC (documentation and testing) resources. Heavily customized environments are often fraught with bug resolution challenges and Java memory leaks—affecting deployment schedules, user acceptance and system performance. RulesManager streamlines configuration and development, and substantially reduces the costs and risks associated with configuring Maximo through Java development. In essence, RulesManager replaces the complexity of managing design changes stored in multiple locations, and the complexity of Java programming,with a unified rules management environment—leveraging the use of JavaScript for meeting complex Maximo configuration requirements. What is its value? In short,the resources required to optimize the configuration of Maximo are substantially reduced;and the risks ore substantially mitigated. Depending upon the functional requirements, RulcsMcnager can reduce the configuration, development and testing resources required by over 50%;without considering the value of the resources required to resolve bugs and system performance issues.Many large, complex,secure, regulated Maximo environments invest hundreds of thousands to millions of dollars to optimize the configuration of Maximo to gain the most value for their organizations—thus establishing the opportunity for significant savings. Shortened configuration, development and testing cycles also results in quicker time to deploy and more rapid time to benefit. Haw will it affect what 1 do? Many times organizations utilizing Maximo are faced with multiple dilemmas. Maximo is a very powerful, yet expensive and complex environment. Maximo managers must already have that expertise in house or require the ossistanre of external resources. Often their specific configuration requirements affect many parts of Maximo at the some time. Many times requirements need to be refined once the design has been configured. This is often an iterative process. Maximo managers then have to weigh the value and benefits of meeting the organization's operational requirements versus the costs/risks to configure. RulesManager helps to reduce the complexity and uncertainty associated with evaluating anc delivering opportunities for improvement with Maximo, by providing ❑ simple, unified, powerful configuration control center to"build rules"to accomplish the end results more rapidly and with more certainty. How will it help salve my problems/objectives? Business line managers want Maxima to help improve operational performance to deliver on mission objectives. The organization's focus needs to be on Mission-Driven Asset Performance'" and the ability to transform the work and resource management functions (work planning and execution, supply chain management,compliance, etc.) with measurable,continuous, operational improvement. By reducing the investment to properly configure Maximo, and by providing a more nimble and agile environment to meet future business configuration requirements, RulesManager helps to shift the focus from software configuration management to business and asset configuration management. How does it support Agile Software Development? Agile Software Development is a project management methodology to improve the methods and results of configuring and developing software. The guidelines for Agile include. Individuals and interactions over processes and tools;working software over comprehensive documentation;Customer collaboration over contract negotiation, and Responding to change over following a plug. Moximu design with RulesManager provides a corrfiguration and development environment that supports all of these principles. With RulesManager, one or more rules can be configured, and instantly reflected and reviewable in the operational Maximo system,without the cumbersome need to rebuild and relaunch Maximo. This capability and methodology allows "configuration experts"to work with clients and users to refine exactly how the system will operate in prX duction. About TRIM TRM is focused on improving the performance of our clients' operations'using IBM Maximo Asset Management and IBM Tivoli Service Management with proven consulting and software solutions. Over the post fifteen years, Total Resource Management (TRM) has delivered successful im&mentations, integrations, consolidations, upgrades, mobile solutions and training for hundreds of satisfied clients across all asset-intensive industries. TRM is an authorized independent training provider (AITP) for IBM and an IBM Premier Business Partner. TRM is headquarted in Alexandria,Virginia and has business centers across the U.S, For more information,visit www.trmnet.com or call 703-548-4285. City Secretary Contract No. EXHIBIT B PAYMENT SCBEDLTLE Invoices will be submitted monthly to Brio for review, For Tasks Hl,H2,and Tl through T11,the invoices will reflect only those milestones for which a Milestone Acceptance Form has been approved by the City. The Consultant will submit Milestone Acceptance Forms in the format shown in Exhibit C to Brio in advance of invoice submittal. Monthly invoices will also include the agreed-to charges for hosting and included technical services(under Task H3, to be invoiced monthly)and the agreed-to charges for Task T12,to be invoiced by subtask as described in the Statement of Work in Exhibit A. The following table lists each project milestone, the milestone fee,and the month of milestone achievement calculated from the Effective Date of this Agreement.Project milestone fees will be charged on the monthly invoice for the month the milestone is achieved. The milestone fees listed in this Exhibit shall not change except by amendment to this Agreement. Milestone ` " Fee :"1VTontl of . , AAievvmeiati_ Milestone H 1.Documentation $7,500.00 2 Milestone 112A.Software Procured roof of.Entitlement provided $67,105.00 1 Milestone H2B.Setup Completed $59,127.00 2 Milestone 112C. Software Renewal(ACSP)for Year 2(Proof of Entitlement $13,421.00 12 Provided) Milestone T1.1, Fust Draft of Configuration Migration Plan Delivered, $19,026.04 5 Reviewed with Project Team,and Acc ted by the City Milestone T1,2.Test Environment Ready for User Acceptance Testing Prior to First Go-live(Configuration Migration Plan Successfully Executed by TSP $3,811.00 b and Verified by Project Team Milestone T1.3.Final Configuration Migratiou Plan Delivered(incorporating $3,636A4 13 all configurations for which the TSP is responsible) Milestone T2,1.Written Protocol for Data Refresh from Production Delivered $13,458.00 3 to and Accepted by the Ci Milestone T2.2.Refresh Process Successfully Completed and to the City(and $2,070.00 14 Updated Documentation Delivered if Needed) I _ Milestone T3,1.City Receives and Signs off on Documentation of the Interface Design and Testing Plan $25,428.04 $ Milestone T3.2.Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing $62,806.00 10 by the City Water Department i Milestone T3.3.City Completes Interface Testing and Signs off on the $8,988.00 13 Functionality Ready for Migration to Production Milestone T4.1.City Receives and.Signs off on Documentation of the $22,570.44 8 Interface Design and Testing Plan Milestone T4.2.Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing $74,877.00 10 by the City Water Department) . Milestone T4.3.City Completes Interface Testing and Signs off on the $11,570,00 13 Functionality(Ready for Mi ration to Production) Milestone T5.1.City Receives and Signs off on Documentation of the $32,900-00 9 Interface Design and Testing Plan Taal Resource Management,Inc. RFP 1s-Diaz Maximo Hosting and Technical Services Exhibit 8 Page 1 of 3 Rev.11/2014 City Secretary Contract No. Milestone ref Month of Achievement Milestone T5.2, Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing $37,520.00 11 by the City Water De artment Milestone T53.City Completes Interface Testing and Signs off on the $1 1.220.00 14 Functionality(Ready for Migration to Production) Milestone T6.1.City Receives and Signs off on Documentation of the $20,883.00 9 Interface Desi n and Testing Plan Milestone T6.2. Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing $46,945.00 11 bv the City Water Department) Milestone T6.3.City Completes Interface Testing and Signs off on the $9,538.00 14 Functionality(Ready for Migration to Production Milestone T7.1.City Receives and Signs off on Documentation of the $27,851-00 10 Interface Desie and Testing Plan Milestone T7.2.Interface is Developed and Unit-tested in the Development Environment and Propagated to the Testing Environment(Ready for Testing $96,806.00 12 by the City Water Department) Milestone T7.3.City Completes Interface Testing and Signs off on the $10,713.00 15 Functionality Read for Migration to Production Milestone T8.1. Plant Inventory,Asset and Work Order Data Loading $16,800.00 8 Configuration Design Submitted and Accepted by the City Water Department Milestone T8.2. Plant Inventory,Asset and Work Order Data Loading Configurations Completed and Migrated to Test Environment,and Sample Set $I2,474.00 9 of Plant Asset Records Loaded Successfully in Test Milestone T8.3, Maximo 7 Production Environment Live for first Set of Users, and TSP has Resolved Issues discovered during Go Live related to $13,860.00 12 Configurations for which TSP is Responsible. Milestone T9.1. Integrated 5 stem Testing Successfully Completed $34,780.00 17 Milestone T10.1_ Modified Work Order Detail Report Delivered and Accepted $10,400.00 8 Milestone T10.2. Cost Report Delivered and Accepted $11,353.00 8 Milestone T11.1. Design of Field Operations Data Migration Process and $87,728.00 11 Tools Submitted and Accepted by City Water Department Milestone T11.2. Field Operations Data Migration process Developed and $52,008.00 12 Successfully Completed in the Test Environment Milestone T11.3.Field Operations Cutover Plan Submitted and Accepted $6,064,00 15 Milestone T1 IA, Field Operations Cutover to Production Complete $7,272.40 22 The above milestone payments are inclusive of any and all costs, including the cost of labor,project management, and all travel and overhead expenses associated with,the milestones. Total Resource Management,Inc. RFP 15-0102 Maximo Hosting and Technical Set-vices Exhibit B Page 2 of 3 Rev 11/2014 City Secretary Contract No. Task H3 will be invoiced at a monthly fee of$5,608.17 for an amount not to exceed$134,596.08 over the 24-month terns of this Agreement, Task 12 will proceed only under the direction and at the discretion of the City's Project Manager through amendments setting forth the scope of services and the agreed total casts,and,unless otherwise mutually agreed, will he invoiced based on actual labor hours charged and expenses incurred. Invoices will include time and expense backup documentation. The total,not to exceed amount for this task is$I61,184.00. The hourly billing rates for Task 12 will be as set forth below: Resource Hourly Rate Aki Porter $110.00 Fun&Mak $118.00 Pheng Koon Phua S118.00 John Ballnik $124.00 Hank Watanabe $146.00 Daniel King_ $155.00 Total Resource Management,Inc. RFP 15.0102 Maximo Hosting and Technical Services Exhibit B Page 3 of 3 Rev.11/2014 City Secretary Contract No, EX1111B17'C MILESTONE 1 DELIVERABLE ACCUTANCE FORM Services Delivered: 1110ectone/Deliverable Ref_ �i: Milestone/Deliverable Name: Unit Testing Completion Date: Milestone 1 Deliverable Tar-et Completion Date, Milestone i Deliverable Actual Completion Date: Approval Date: Continents (if needed). Approved by Consultant: Approved by Cite Department Director; Signature: Signature: Printed Name: Printed Nance: Title Title: Date: Da i e: For Director Use Only Con(racted Payment Amount: Ad_tu iments. nirludin.-penaltieN: Approved Payment A( OU11l: total Resource Management,Inc. RFP 15-0102 Maximo OaOng and lechnical Services Exhibit c Page 1 of 1 Rev.11j2014 City Secretary Contract No. EXHIBIT D NETN'©RKACCESS AGRFE17ENT 1. The Network. The City owns and operates a computing environtlient and network (collectiveIN the "Network"). Contractor xishes to =recess the Cilv's network in order to pit,vide imcgialiun, hosting and technical services irli the upgrade acid expansion of the City Water Department hla:ainto system. In order to provide the necesssf; suppert. Contractor need` accc•:�s to [lie GIS. C RNI, utility billing I ireHouse, mail server{for- [lie purpose of sending mail).and active directory(irsr LDAP configuratioit). 2. Grant of Limited Access. Contractor os heruhv granted a limited right of actress to the City's Network For the sole purpose of providing integration. hosting and technical servicc;; for else upgrade and expansion of the City Water Department Maximo system. Such access is granted sobfect to the lent;,anad conditions forth in this Agreement and applicable provisions of the City's Administrative Regulation D-7 (f.lectronic Communication~ Resot,rcc Use Policy).of which:such applicable provisions are licrehy incorporated by reference and made a part of this Agreement for all purposes herein and are available upon request. 3. Nerwork Credentials. The City will provide Contractor with Network Credentials consisting of utter IDs and passwords unique to each individual requiring Network access can behalf of the Contractor. Accetis rights will autoniatically expire one (I) year from the date of this Agreement. If this access is being granted for purposes of completing services for the City pursuant to a separate contract,then this Agreement will expire at the completion of the contracted services.or upon tenitination of the contracted services. whichever occurs €irsr. This Agreement will be associated with the Services designated below. ❑ Services are being provided in accordance with City Secret«ry Contract No- ❑ 5ervic en are being provided in accordance with City of Fort Worth Purchase Order two. E Services are being provided in accordance with (lie Agreement to which this Access Agreement is attached. ❑ No services are being provided pursuant to this Agreement. 4, Rene►val. At tate end of the first year and each year thereafter.this Agreement may be renewed annually if the following conditions are mets 4.1 Contracted services have not been completed. 4.2 Contracted services have not been terminated. 4.3 Within the thirty(30)days prior to Ilse scheduled annual expiration of this Agreement. (lie Contractor has provided the City with a current list of its officers,agents,servants,employees or representatives requiring Network credentials. Notwithstanding the scheduled contract expiration or the state,of completion of services, Contractor shall provide (lie City with a current list of officers.agents.servants.employees or representatives that require Network credentials on an annual basis. Failure to adhere to this requirement may result in denial of access to the Network and/or termination of this Agreement. 5. Network Restrictions. Cont nictor officers,agents,servant::,employee: or representatives may not share (he City-assigned user IDs and passwords. Contractor acknowledges_agrees and hereby gives its authorization to the City to monitor Contractor's use ufthe City's Network iti order to ensll-c C ontiactor's compliance with this Agreement. A breach by Contractor,its officers,regent:~, scrvants.eniployees or reprusentutives.of this Agreement and any outer written instructions or guidelines that the City provides to Contractor pursuant to this Agreement.hall be grounds to:- the orthe City immediately to deny Contractor access to the Network and Contractor's Data,terminate the Agreeniew.and pursue any other remedies that the City may have under this Agreement or at law or in equity. 5.1 Notice to Contractor Personnel I orpurposcs of this,section,Contractor Pertionna J sii;ili include all officers.agents.servants, entplovees,ter representatives of Contractor.C ontractorshall be restxruobfe forspecifically iiolifying all Cowractor Personnel who will provide writes to lhr; city under lhis agreement of the following City requirements and restrictions regarding access to the City'slveFwork- Total Resource Mariagmenr,Inc. RI-P 1',0102 Maximo llosting and technical5ervtces Exhibit Q Page 1❑f 2 Rev.11/2014 City Secretary Contract No. (a) Contractor shall be responsible for any City-owned equipment assigned to Contractor Personnel. and will immediately report the loss or theft ofsuch equipment to the City (b) Contractor_ and/or Contractor Personnel. shall be prohibited from connecting personally-owned computer equipment to the City's Network (c) Contractor Personnel shall protect City-issued passwords and shall not allow any third party to ulihce their password and/or utter 1D to gain access:to the City's Network (d) Contractor Personnel shall not engage in prohibited or inappropriate use of Electronic Communications Resources as dcscribed in the City's Administrative Regulation D7 (e) Any document created by Contractor Personnel in accordance with this Agreement is considered the property of the City and is subject to applicable slate regulations regarding public infonnlalion (t} Contractor- Persotulel shall not copy or duplicate electronic information for use on any non-City computer except as necessary to provide services pursuant to this Agreement (g) All nei work activity may'be monitored for any reason deemed necessary by the City (]t) A Network user lD may be deactivated Allen the responsibilities of the Contractor Personnel no longer require Neiwork access 6. Termination, In addition to the other rights of termination set forth herein, the City niay ten3linate this Agreement at any time and for any reason with or without notice,and without penalty to (lie City. Upon termination of this Agreement,Contractor agrees to remove entirely any client or conimunications software provided by the City from all computing equipment used and owned by the Contractor; its officers, agents, servants, employees and/or representative%to access the City's Network. 7. Information Security. Contractor agrees to make every reasonable effort in accordance with accepted security practices to protect the Network credentials and access methods provided by the City from unauthorized disclosure and use. Contractor agrees to notify the City inlnlediately upon disc��Ncry of a breach or threat of breach which could compromise the integrity of the City's Network, including but not limited to, theft of Contractor-owned equipment that contains City-provided access sol'tware, termination or resignation of officers. agents, :,servants, employees or represenlati�es witil access to City-provided Network credentials. and unauthorized use or sharing of Network credentials. ACCEPTED AND AGREED: CIT/'OF FORT 1VC3RTH: T(}T:ill.RES =- IAG NT,INC.: By: By: Fernando Costa Name: CNS n e_V- Assistant City Manager Title . e—S+ 0 Date: Dale: M c`j o1( IS ATTES A ST: By: ) fa By: City Secretary s %0 "lu ie: fel 0- ► ScxnL. ("i+ 1Jr U �r+r- IIQ a r C3 APPROVED By-,— Assistant er:Assistant Cily. ortleN M &C: ne required J OFFICIAL RECORD Iotat kesource Management,Inc. CITY SECRETARY i RFP 15 0102 Maximo Ilosting andlechmcal Services Exhibit p Page 2 of Z Rev.11/2014 FT WORTH,TX City Secretary Contract No. EXHIBIT E VERIFICATION OF SIGNATURE AUTHORITY Full LegAl Name of Company: Legal Address: Services to be provided: Execution of this Signature Verification Form ("Form/") hereby certifies that the following individuals and/or positions have the authority to legally bind the Company and to execute any agreement,amendment or 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 Fossa in entering into any agreement or amendment with Company. Company will submit an updated Form within ten(1 Q) 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. 1. Name: GC-,r ner � ] e-eln-e Position: 5, of Si nature 4 2. Name: J 0 q a C I f>c,rt � �►�,+ V ec 1C � ,�ee ►r O tion: c,rr a t J V°�►C Sig tore 3. Na e. Position: Signature Name: Signature of President/CEO Other Title: Date: f , OFFICIAL RECORD Total Resource Management,Inc. CITY SECRETARY RFP 15-0102 Maximo Hosting and Technical Services Exhibit E Page 1 of 1 FT. WORTH, TX Rev.11/2014 EXHIBIT F SUBSCRIPTION AGREEMENT FOR HOSTING SERVICES The terms and conditions contained in the main body of the Agreement supersede any conflicting terms or conditions in the following Subscription Agreement_ This Subscription Agreement pertains to Task H3 as described in Exhibits A and B of this Agreement. Total Resource Management,Inc. RFF 15.0102 Maximo Hosting and Technical Services Exhibit F Page 3 of 11 Rev.11/2014 TOTAL RESOURCE MANAGEMENT,INC. HOSTING SERVICES SUBSCRIPTION AGREEMENT Between and Total Resource Management,Inc City of Fort Worth 510 King Street,Suite 200 1000 Throck.morton Alexandria,VA 22314-3132 Fort Worth,Texas 75102 Telephone: (703)548A285 Telephone: (817)392-8453 Fax: (703)548-3641 Fax: (817)392-8699 Attn:Garner R. Bennett,President Attn: Rick Brents (hereinafter,"TRM") (hereinafter,"Subscriber") This Hosting Services Subscription Agreement("Subscription Agreement") is entered into by and between TRM and Subscriber.TRM and Subscriber are sometimes referred to herein collectively as the "Parties"and individually as a"Party."The Effective hate of this Subscription Agreement is the Effective Date of the Agreement to which this Subscription Agreement is attached. This Subscription Agreement sets forth the terms and conditions under which the software hosting services described on the order form attached hereto as Attachment A(the"Hosting Services")will be provided to Subscriber. Subject to the terms and conditions of this Subscription Agreement,the Hosting Services will provide Subscriber with certain rights to access and use(i) Subscriber owned software(the"Software")and(ii)the third party-owned software listed on Exhibit A which has been licensed to TRM(the"Third Party Software"). Each Party acknowledge that it has read this Subscription Agreement, understands it and agrees to be bound by its terms.The Parties further agree that this Subscription Agreement(including the Terms and Conditions set forth on the fallowing pages, Attachment A and any other attachments,schedules and addenda attached hereto)sets forth the complete and exclusive statement of the Subscription Agreement between the Parties relating to the Hosting Services and the Software and supersedes any and all prior agreements,whether written or oral,and all purchase orders and other correspondence and communications between the Parties relating to the Hosting Services, the Software or any component thereof,except in those instances where a term or condition of this Subscription Agreement is in conflict with the terms and conditions of the Agreement for which this is attached, incorporating this Subscription Agreement as Exhibit F. The order of precedence outlined in the Agreement for which this is attached and takes precedence with respect to interpretation of terms and conditions. So Agreed by the Parties: TOTAL R7- ,e& AGEM T,INC. CITY OF FORT WORTH By By: lzp- Name: Gay6er R.Bennett Name: Fernando Costa Title: President le: Assistant City Manager Date: VOR n VED S TO FORM AtND AUeSW by: Jessica 'angs g ti Assista t City Attorney 11 Total Resource Management,Inf, t I ,,a 2 Maximo Hosti F�rM�v"�1lf4WORI Exhibit F Page 2 of 11 A]lison Tidwell,AnixWt to Iii City S't�Fy �jl+! i R,7idgrAR! TOTAL RESOURCE MANAGEMENT,INC, SUBSCRIPTION AGREEMENT TERMS AND CONDITIONS 1. Grant of Rights. (c) Subscriber ackxtowledges that the (a) Subject to the terms and conditions of this Monthly Subscription Fee(as defined below) Subscription Agreement, and subject to full is based on the number of Authorized Users and timely payment of all subscription and and agrees that in the event it desires to other fees owed hereunder,TRM hereby grants increase the number of Authorized Users,it to Subscriber and Subscriber hereby accepts a shall so notify TRM and pay any additional limited,non-exclusive,non-transferable,right Monthly Subscription Fees applicable to such to access and use the Hosting Services, the additional Authorized Users. Software and the associated Documentation(as defined below), in each case for Subscriber's 2. Term.This Subscription Agreement shall own internal business operations during the commence and terminate in accordance with Subscription Period as defined on the order the terms of the Agreement to which this form attached hereto as Attachment A (the Subscription Agreement is attached. "Order Form'. Subscriber may receive the Hosting Services and access and use the 3. Fees. Software only via remote access to a hosted environment or environments hosted by TAM (a) Subscriber shall pay TRM a hon- or one or more third parties designated by refundable onetime setup fee in the amount set TRM and by not more than the number of forth in Milestone H2B of Exhibit B of the combined enterprise and limited use users Agreement to which this Subscription ("Authorized Users")specified on Table I of Agreement is attached (the"Setup Fee").The the Order Form. Subscriber shall take all steps Setup Fee is payable in accordance with the necessary to ensure that no person or entity terms of the Agreement to which this shall have unauthorized access to or use of the Subscription Agreement is attached. Hosting Services or the Software. (b) Subscriber shall pay the Monthly (b) Any person who uses or accesses the Subscription Fee(as defined in the Hosting Services,the Software or any Order Form)for each month during the component thereof or accesses the TRW Subscription Period for access to and Software's business rules(including via a use of the Hosting Services and for the user interface)shall constitute a"user"of the Support Services(as defined below), in Hosting Services.The number of Authorized the amount set forth on the Order Form. Users is listed on the Order Form and The Monthly Subscription Fee shall be Subscriber shall, upon written request, payable each month during the provide TR.M with an accurate current count Subscription Period in advance and is of the number of its users with access to the not refundable.Subscriber's obligation Hosting Services or the Software under this to pay each Monthly Subscription Fee Subscription Agreement. ,'Multiple log-ins in full when due is absolute and under the same or a single user name is unconditional. Subsequent to the prohibited. termination of the Agreement to which this Subscription Agreement is attached,TRM shall have the right to Total Resource Management.Inc. RFP 15-0102 Maximo Hosting and Technical Services Exhibit F Page 3 of 11 Rev,11/2014 increase the Monthly Subscription Fee effective as of the commencement of the next owing for any Renewal Subscription Renewal Subscription Period. Period(as defined in the Order Form) by providing Subscriber with written (c) Subscriber may request that TKM perform notice ofsucli increase at least sixty additional professional services.If TRM agrees (60)days' prior to the commencement to perform additional services, the parties will of such renewal Subscription Period. proceed according to the provisions of Task 12 as set forth in Exhibit A of the Agreement to (c) Subscriber shall pay the Additional Fees which this Subscription Agreement is attached. (as defined in the Carder Form) for each month during the Subscription Period in which any S. Documentation.TRM will provide such Additional Fees are incurred by Subscriber with one copy of the then-current Subscriber,in the amounts set forth on the standard documentation for the Hosting Order Form.The Additional Fees shall be Services and the Software(the payable as invoiced by TRM and are not "Documentation"). Subscriber may make one refundable. Subscriber's obligation to pay the copy of the Documentation for each Additional Fees in full when due is absolute Authorized User. and unconditional. Subsequent to the termination of the Agreement to which this 6. Use and Ownership of the Sofhvare and Subscription Agreement is attached, TRM Software Services. shall have the right to increase the schedule of Additional Fees for any Renewal Subscription 6.1 No Copying. Except as provided in Period by providing Subscriber with written Section 5.or as otherwise required by law, notice of such increase at least sixty(60) Subscriber may not copy Confidential days' prior to the commencement of such lnforrnation(as defined below)of TRM in Renewal Subscription Period. whole or in part. (d) All fees are accountable and payable in 6.2 Limitations on Use.,Subscriber shall U.S.Dollars.TRM further reserves the right to not,directly or indirectly,(a)download or suspend or terminate this Subscription attempt to download or otherwise access the Agreement and/or Subscriber's access to the Software or any component thereof or Hosting Services and Software in the event circumvent any technical measures in place to Subscriber's account becomes delinquent. prevent unauthorized access to the Software or Subscriber's obligation to pay the Monthly the Software Services; (b)create internet Subscription Fee will continue during any "links"to the Software, Software Services or such period of suspension.TRM further attempt to"frame"or"mirror"the Software, reserves the right to impose a reconnection fee Software Services on any other server;(c) in the event Subscriber's access is suspended build, develop or seek to develop a product and subsequently reconnected. using ideas,features, functions or graphics similar to the Software or the Software 4. Setup; Support and Other Services. Services;(d)alter,modify,enhance,adapt, reverse engineer,disassemble,or make works (a) TRM will provide,or cause to be derived from any version of the Software or provided,the installation and setup services attempt to generate or access the source code set forth on the Order Form. for the Software,whether by converting, translating,decompiling,disassembling or (b) Subscriber will be entitled to receive the merging any part of the Software with any maintenance and support services set forth on other software; (e)attempt to gain Attachment B(the"Support Services")during unauthorized access to the Software Services the Subscription Period.TRM may change or or any computer, server or other hardware update Support Services terms from time to used in the provision of the Software Services; time,with written notice to Subscriber, (f)send to or store on any such computer, server or hardware infringing,harassing, Total Resource Management,Inc. RFP 15.0102 Maximo Hosting and Technical Services Exhibit f Page 4 of 10 Rev.1112014 obscene,threatening,libelous or otherwise deletion,correction,destruction,damage,loss unlawful,objectionable or tortious material, or failure to store any Subscriber Data. including,without limitation,material harmful Subscriber hereby grants TRM a license to the to children or violative of third party privacy Subscriber Data to allow TRM or its rights,or(g) use the Software Services for subcontractors or agents to access and use the illegal,unethical or inappropriate purposes. Subscriber Data as TRM deems necessary or appropriate for purposes of performing its 6.3 Subscriber Responsibilities. Subscriber obligations under this Subscription Agreement, is responsible for all activity occurring under including storing,recording,maintaining, any of its Authorized User accounts and shall transmitting,archiving,and displaying abide by,and shall cause each of its Authorized Subscriber Data.Except as permitted in this Users to abide by,all applicable local, Subscription Agreement,TRM shall not, provincial,state,national and foreign laws, during the term of this Subscription treaties and regulations in connection with the Agreement,disclose to any third party the access and use of the Hosting Services. contents of Subscriber Data unless authorized Subscriber is responsible for obtaining and by Subscriber or unless TRM is required to do maintaining all computer hardware,software so by law or in the good faith belief that such and communications equipment needed to action is necessary to: (a)conform with access and use the Software Services and for applicable laws or comply with legal process paying all third party fees and access charges served on TRM; (b)protect and defend the incurred while accessing or using the Hosting rights or property of TRM and its licensors;or Services (c)enforce this Subscription Agreement or establish any rights hereunder. 6.4 Ownership. Subscriber acknowledges and agrees that the TRM Software is owned by 7.Confidentiality. TRM and embodies a valuable trade secret asset of TRM.Except as expressly licensed to 7,1-Nondisclosure.To the extent allowed Subscriber herein,Subscriber agrees that ail under Texas law,Subscriber will strive to right, title,and interest in and to the TRM retain the Confidential Infonnation(as defined Software and Documentation, including below) in confidence(i-e.,a"need-to-know" without limitation, all copyrights, trade secrets basis)and will not disclose the Confidential and other intellectual property rights Information to any third parry,unless required pertaining thereto will remain vested in TRM; to do so by law. Subscriber shall not use the and as between TRM and Subscriber,TRM Confidential Infonnation for any purpose not shall own and hold all intellectual property related to the use of the Hosting Services in rights in and to the TRM Software and the accordance with the terms of this Agreement, Documentation,TRM retains all rights not and shall limit access to the Confidential expressly granted herein.No implied licenses Information to those of its employees and shall flow from this Subscription Agreement, agents whose work responsibilities require such access. 6.5 Subscriber Data.TRM will not own 7.2.Confidential Information,"Confidential any data,infortnation or material that is Information" means information which is submitted to or stored by Subscriber on any marked by TRM as confidential including(a) computer,server or other hardware used in the any data,documentation,software,source provision of the Hosting Services or used by code, inventions,know-how,ideas,product Subscriber in connection with its use of the pricing information,business methods,and/or Hosting Services(such data,"Subscriber any information disclosed by TRM as a result Data"). Subscriber will be solely responsible of this Agreement,including,but not limited for the accuracy,duality,integrity.legality, to,the Software, the Hosting Services or the reliability,appropriateness and intellectual Documentation; and(b)any other property ownership or right to use all information,technical data,or know-how Subscriber Data.TRM assumes no which is designated in writing to be responsibility and shall have no liability for the confidential or proprietary or should Total Resource Management,Inc. RFP 15-0102 Maximo Hasting and Technical Services Exh+bitYpage 5 csf 10 Rev.11/2014 reasonably be understood to be confidential insuruted ngainsl it any proceeding under any law or propr-ictary,or if given orally,is designated relating it) brnkniptcy or insolvency or the at the t nae of disclosure as being disclosed as reorganization or relief of debtors, confidential or proprietary or should teasonably be understood to be confidential 8.2 '1'trmination by Subscriber. Subscriber or proprietary. Confidential Infonnalion (ices may terminate this Subscription A ,reement at any not include itrfornlation that: (I 1 is in the time upon sixty(60) days prior written notice to public domain at the time of disclosure or TRM: for ar y reason.subject to the ternis and becomes availahlc thereafter to the public conditions of the Aoreennent to which this without restriction and not as a result of the Subscription Agrrenienr is attached. act or omission of Subscriber;(2) is rightfully obtained by Subscriber from a third party 8.3 Effect of Terininmion. without restriction as to disclosure; (3) is lawlully in the possession of Subscriber at the (a} Amounts Payable. In the event of time ofdisclosurc and not otherwise subject any termination of this Subscription Agreement, to restriction on disclosure;or(4) is approved amounts payable shall be detennined in for release by written authorization of TRM. accordance with the terns of the Agreement to which this Subscription Agreement is attached, 7.3. Return of lnfornation. Upon written request by TRM, Subscriber shalt (b) Access to Frosting Services.Upon immediately return to TRM all written or termination of this Subscription Agreement for any other tangible manifestations of Confidential reason,Subscriber's right to access and use the Inforirration and will riot retain any copies, ]-lasting Services and Software shall irmnediately extracts, storage or other reproductions in cease and Subscriber shall either return to TRM or whole or in part of Confidential Information, destroy all copies of the Documentation under except as may be required by law. With the Subscriber's control. Within ten(10)days after any exception of those records or portions of such teninination, Subscriber shall provide TRM records for which retention is required by with a written statement signed by a duly lav,all documents, memoranda,notes, authorized officer o1'Subscriber certifying that analyses. compilations,studies and other Subscriber has complied with this Section 8,3(b), writin-:s and data prepared by or on behalf of Subscriber, its advisors or otherwise based u Return of Subscriber Data. In the on the information in Confidential event this Subscription Agreement is terninaled Information shall be destroyed,all storage for any reason,TRM will make available to erased, and that destruction shall be certified Subscriber a rile containing(lie Subscriber Data to TRM. for a periud of 60 days after the effective date of 8. Default and Termination such terniination. Subscriber acknowledges and agrees that TRM Inas no obligation to retain the 8.1 Termination by TRM.TRM n3ay Subscriber Data,and may delete such Subscriber- terminate ubscribertermirnate this Subscription Agreement upon Data,at any time after the expiration of the sixty(60)days' notice to Subscriber if. [a) aforementioned 60 day period. Subscriber agrees Subscriber fails to pay any Setup Fee,Monthly and acicnewledces that upon lennitnation of this Subscription Fees or Additional Fees or other Agreement by TRM pursuant to Section R.1, amounts owing hereunder within thirty(30)days Subscriber immediately ceases,and TR M shall or nnaint have no obligation t of when due, (b) Subscriber fails to cor;nply with on tsil7 forward any Software and may. in its rliscrction, withwithhold,any material ternn or condition of this Subscription Agreement and such non- remove cit irretrievably delete such Software. compliance is not corrected within thirty(30) TRM further reserves the right to withhold, days after written notice o0he non-compliance. remove and/or irretrievably delete Software or(c)Subscriber is liquidated nr dissolved,or subject to notice for mateiial breach, including. becomes Insolvent.or suft'ers a receiver or trustee without limitation, Subscriber's non payment of to be appointed for it,or makes an assignment for any monies due hereunder_ the benefit of creditors or institutes or has I otal Resource Management,Inc. RI-P IS-0102 Maximo I lowing and technical Services Exhibit Page 6 of 10 Rev 11/20111 (d) Return of Software. In the event this 9.4 Disclaimer of Warranties_THE Subscription Agreement is tenninated for any EXPRESS WARRANTIES SET FORTH IN reason,TRM will make available to Subscriber a THIS SECTION 9 ARE THE ONLY file containing. the Software for a period of 60 days WARRAN'rir.5 MADE BY TRM WITH after threffect ive date of such tertil i na I i oil. RI_SPEC"'L TO THE HOSTING SERVICES, Subscriber acknowledges and agrees that TRM has THE SOF=TWARE,THE SUPPORT no obligation to retain the Softwart, and may SERVICES AND ANY OTHI_R SERVICES delete such Software,at any time after the PROVIDED HEREUNDFR. ]RM MAKES expiration of the aforementioned 60 day period NO WARRANTY OR REPRF.SE'NTATION THAI fiUBSCRIBER'S ACCESS TO AND USE Ur THE SOFTWARE SERVICES OR 9. Limited Warranties and Disclaimers. SOFTWARE WiLL BE UNINTERRUPTED OR ERROR-FREE,AND SPECIFICALLY 9.1. Intellectual Property Warranty. TRM DISCLAIMS ANY AND ALL OTHER has [lie right,power and authority to provide WARRANTIES, WHETHER WRITTEN OR The Hosting Services as contemplated by this ORAL, EXPRESS OR IMPLIFD, WITH Subscription Agreement. To the knom ledge of RE'SPEC'T TO THE SOFTWARE SERVICES TRM, [lie TRM Software does not infringe [lie OR SOFTWARE, INCLUDING: ANY intellectual property rights of any third party. IMPLIED WARRANTIES OF MERCHANTABILITY,OR FITNESS FOR 9,2 Hosting Services Warranty, TRM A PARTICULAR PURPOSE, represents and warrants that,doling the first sixty(64)days of the Subscription Petiod, [lie 10. Limitation on Liability. Hosting Services will operate substantially in accordance with the applicable till Limitation on Liability. Documentation, provided the Subscriber accesses and uses the Hosting Sen ices in (a) TRM SHALL NOT BE LiABLE TO compiiar.ce with such Documentation or other SUBSCRIBER FOR ANY INDIRECT, instructions provided by TRM. In [lie event the IN'C'IDENTAL, RELIANCE OR SPECIAL Hosting Services fail to satisfy the warranty DAMAGES OR CONiSEQUENTIAL DAMAGES immediately above,TRM's sole obligation, (INCLUDING DAMAGES FOR HARM TO and Subscriber's sole remedy for non- BUSINESS, LOST REVENUES,LOST conformance of this warranty shall be,at SAVINGS OR LOST PROFITS SUFFERED BY TRM's option, to (i) use reasonable efforts to SUBSCRIBER) ARISING UNDER OR IN correct the nonconformity or(ii)refund any CONNECTION WITH THIS SUBSCRIPTION pre-paid Monthly Subscription Fees paid by AGRLI MENT, REGARDLESS OF THE FORM Subscriber for the non-conforming Hosting OF ACTION,WHETHER IN CONTRACT, Services and terminate this Subscription WARRANTY, STRICT LIABILITY OR TORT, Agreement. (EXCLUDING NEGLIGENCE OF ANY MND). TO TI IE EXTENT ALI-OWED UNDER TEXAS 93. Limitations on Wan-anties. The LAW,SUBSCRIBER HEREBY RELEASES limited warranty set forth herein will not appIy TRM AND EACH OF ITS OFFICERS, to any misuse or negligence in the operation or DIRECTORS, EMPLOYEES AND AGENiTS use by the Subscriber of the Hosting Servicew FROM ANY SUCH CLAIM_ or the Software or any breach by Subscriber of any of the terms hereof.The limited warranties (b) WITH THE I.XCE'PTION OF set forth in this Subscription Agreement are CLAIMS OF INTELI.LCTUAL PROPERTY made t'or Subscriber's benefit only_ 1 he INJ-RINGFMUN I',NO-1WITH STAND iNG remedies in this Section 9 are the sole and ANYTHING IN THIS SUBSCRIPT ION exclusive remedies for breach of tht:sc limited '!(IRL LMENT TO THE CONTRARY, IN NO warranties_ IA LNT SHALL THE AGGREGATE LIABILITY Of TRM TO SUBSCRIBER ARISING 01-IT OF OR BY REASON OF THIS SUBSCRIPTION AGRFI-MFNT(INCLUDING BY REASON OF Total ResourcL Management,inc, RFP 15-0102 Maxima 11051ing and 1 es.hnical Services Exhibit VPage 7 cf 10 Rev.11/2014 f ANY BREACHES OR FAILURES TO 11. Miscellaneous. PERFORM HEREUNDER)EXCEED THE AGGREGATE AMOUNT PAYABLE TO TRM 11.1 Audit Rights. Upon reasonable notice, UNDER THIS SUBSCRIPTION AGREEMENT. TRM or its agents may audit Subscriber's use of the Hosting Services in accordance with this (c) ANY CLAIMS ARISING OUT OF, Subscription Agreement. Subscriber agrees to RELATED TO OR IN CONNECTION WITH cooperate with TRM's audit and provide THIS SUBSCRIPTION AGREEMENT MUST BE reasonable assistance and access to information ASSERTED (THROUGH THE DUE concerning Subscriber's use of Hosting Services. COMMENCEMENT OF LEGAL Subscriber agrees to pay or contest in good faith, PROCEEDINGS)WITHIN ONE YEAR OF THE any underpaid Monthly Subscription Fees due DATE SUBSCRIBER KNOWS OR SHOULD pursuant to this Subscription Agreement within HAVE KNOWN OF THE EXISTENCE OF thirty(30)days of TRM's written notification SUCH CLAIM. thereof. 10.2..No Third Party Liability.TRM shall under 11.2 Notices.Any notices required or permitted no circumstances be liable for any claim or under this Subscription Agreement shall be in demand by any third parry based on or related to accordance with the notice provision contained in Subscriber's use of the Hosting Services or Article 13 of the Agreement to which this Software or errors or alleged errors in the Hosting Subscription Agreement is attached. Services,including,without limitation,persons using the facilities or services of Subscriber or 11.3 Severability. If any of the provisions or their heirs or dependents. portions thereof of this Subscription Agreement are determined to be invalid,illegal or 10.3. Allocation of Risk.This Section 10 unenforceable by a court of competent jurisdiction allocates risks under this Subscription Agreement under any applicable statute or rule of law, the between TRM and Subscriber. Subscriber parties agree to negotiate in good faith to draft a acknowledges and agrees that TRM's pricing new agreement that comports with the original reflects this allocation of risk. intent of the parties. If after sixty(60)days, the parties have been unable to reach agreement.this 10.4.TRM Indemnity.TRM shall indemnify Subscription Agreement will be deemed Subscriber and its agents consistent with the terms terminated pursuant to Section 8 of this and conditions contained in Article 8 of the Subscription Agreement. Agreement to which this Subscription Agreement is attached against any third party claims,demands, 11.4 Independent Contractor.The relationship costs,or liabilities of any kind whatsoever alleging between TRM and Subscriber shall be that of that the TRM Software,Hosting Services,or the independent contractors.Nothing contained in this Documentation directly related to the TRM Subscription Agreement shall be construed to Software infringes the intellectual property rights of create a partnership,joint venture or agency any third party(an"lPR Claim");provided, relationship,and,notwithstanding anything else however,that TRM will not be obligated to herein,neither party shall have the right incur(and indemnify Subscriber to the extent the alleged will not attempt to incur) any obligation or liability infringement is caused by(a)Subscriber's breach of on behalf of the other party. any of its obligations hereunder or misuse or modification of the Hosting Services,the Software 11.5 No Waiver/Modification.No waiver, or the Documentation,or(b)Subscriber's use of the alteration,modification or cancellation of any of Hosting Services or Software in combination with the provisions of this Subscription Agreement shall any product,process or information not owned, be binding upon either party unless made in developed or delivered by TRM. writing and signed by an authorized representative of the party. Either party's failure at any time to require performance by the other party of any provision hereof shall not affect in any way the Total Resource Management,Inc. RFP 150102 Maximo Hosting and Technical Services Exhibit/Page 8 of 10 Rev.11/2014 first party's right to require such performance at S 1,000 constitutes adequale secutity to obtain any any time thereafter. such relief. 1 1.6 Remedies, Except as expressly provided 1 1.1 2 Taxes. The Setup Fee. the Monthly herein,no remedy In this Subscription Agreernvo, Snbscrililion Fee, the Additional fees and any is intended to be exclusive. but each shall he other fees due hereunder are exclusive of all U.S., cumulative and in addition to any other remedy foreign;state,municipal and other governmental referenced herein or otherwise available at law, ilt excise,sales, use,customs_value added or other equity or otherwise. taxes, Fees or duties.now in force or enacted in the Future, including without limitation,all taxes in 1 1.7 Cio�•erning Law. The tenets and connecritin villi isle use, ownership and licensing conditions of Article 17 01"the Agreement to r+I�saFttivare or flee provision of services, but which this Subscription Agreement is attached excluding taxes baser] on TR-M's income. if for shall control for purposes of the Governing Law related to dispures miderr this Si,bscriptiolt any reason Subscriber loses its tax exempt status,. Agreemenl. unless disputed aitd actively beim,contested by Subscriber in good faith, Subscriber shall pay 1 1.4- Jurisdiction. The terns and conditions of within fifteen (1 5) days of the applicable due date Article 17 of the Agreement to which this all such taxes, fees,dulies and charges which arise Subscription Agreement is attached shall control out of or in connection with this Agreement or any for purposes of the Jurisdiction related to disputos license granted herein. If TRM is required at any under this Subscription Agreement• time to pay any such tax, Fee,duty or charge, Subscriber shall promptly reimburse TRM, at 11-9 Assignment. The teens and conditions of TRM's discretion, any such taxes, fees and duties Article 9 of the Agreement to which this that may be added to the Setup Fee, I4ioltithly Subscription Agreement is attached shall control Subscription lees or Additional Fees. At T'RM's for-purposes of Assignment under this Subscription Agreement- added any such taxes, fees and duties maybe added to the prices provided hereunder or may he 11.10 force Majeure. The tenns and conditions of billed separately. Article 19 of the Agreement to which this Subscription Agreement is attached shall control 1 1,13 No Third Party Beneficiary. Any agreement for purposes of Force Majeure under this to pay an aniount or any assumption of liability Subscription Agreement. herein contained,express or implied, shall be only for the benefit of the Parties and their permitted 1 1.1 1 Equitable Relief.The covenants and successors and assigns,and such agreements and agreements of the parties in. Sections 6 and 7 of assumption shall not inure to the benefit of any this Subscription A4greement are of a special and other party, whotnsoever, it being the intention of unique character,and the parties acknowledges the undersigned that no one shall be deemed to be that money damages alone may not reasonably or a third party beneficiary of this Subscription adequately compensate a party for any breach of Agreement, such covenants and agreements.Therefore_TRIM and Subscriber expressly agree that in Ilse event of 1 1.14 Con'pliance with Laws, Subscriber shall the breach or threatened breach of any sucl-i comply with, and is solely responsible for covenants oragreenienls, in addition to other compliance with, all a-.)pllcable laws governing rigbis or remedies which the in party may the access to or use of the Hosting Services and have at law, in equity or otherwise, the injucc red 5ofiv, , , including without Illlli[at ion export, party shall be entitled to seek injunctive or other import and usl regulations of the United States equitable relief cotnpelling specific performance. and other countries. In the evens that a hood iiiust he filed as a prerequisite to obtaining any equitable relief the I I.IS 1 xpor! Control. parties hereta agree Khat a bones in the amount of (a) i pie Hosting Services 211ct,or 5o#'tware may lie subject to United Stales export control total Resource management,Inc. RFP 15-0102 Maximo Hosting and Iechnical5ervires ExhihiPage 9 of 10 Rev.11/2014 laws. Subscriber acknowledges and agrees that Authorized Users is or will be,a prohibited or the Hosting Services shall not,and none of the restricted person to which the transfer,export or underlying information,hardware, Hosting reexport of the information,hardware,software, Services,or technology may be,transferred or technology or Software is prohibited by U.S.laws. otherwise exported or re-exported to prohibited or Subscriber agrees to comply strictly with all restricted countries,to restricted or prohibited applicable U.S.export laws,as well as any other persons or entities or for any prohibited or applicable export laws,and assume sole restricted end uses under applicable U.S. laws, responsibility for obtaining Iicenses to export or re- including any changes to those laws that may be export as may be required. made from time to time. T1ZM and its licensors make no representation that the Software Service (c) Subscriber further represents, is appropriate for use in or from locations outside warrants and covenants that none of the the United States without an export license. Any information acquired through the use of the diversion of the Hosting Services or related Hosting Services is or will be used for nuclear hardware,software, technology,or information activities,chemical or biological weapons,or contrary to U.S. law is prohibited.Pursuant to missile projects,unless specifically authorized by U.S. laws, the lists of prohibited or restricted end- the United States government for such purposes. users includes the List of Specially Designated Nationals and Blocked Persons administered by (d) The Hosting Services may use U.S. Department of the Treasury,Office of encryption software and/or technology[hat are Foreign Assets Control,the Entity,Unverified subject to licensing or other related and Denied Persons lists administered by the U.S. requirements under the U.S.Export Department of Commerce,and the Non- Administration Regulations, 15 C.F.R. Parts Proliferation and Debarred Parties Lists 730-774. administered by the U-S. Department of State. (b) Subscriber represents,warrants and covenants t!at it is not,and none of its Authorized [Attaclunents Follow.] Users is or will be,located in,under the control of, or a national or resident of any prohibited or restricted country and it is not,and none of its Total Resource Management,frit. RFP 15-0102 Maximo Hosting and Technical 5ervices Exhibit FPaae 10 of 10 Rev.11/2014 ATTACHMENT A Total Resource management, Iite ORDER FORM Subscriber: CITY OF FORT WORTH The initial subSeription period shall begin on the effective date of the Af3reentenl to %N loch this Subscription Agreenieltl is attached and shall ettd twenly-four(24) rllactllts following, [tie effeclive date(the"Subscription Period"),unless renewed upon mutuaf_written consent of the parties "Renewal Subscri tion Period—). Errd User Client Name: CITY OF FORT WORTH Subscription Fees(Table i): Total Mentbly Total Subscription Mouthly Subscription Fees for 24 Desch tion t►, Fee Fees Months Hosted EAM "Primary"subscription fee $5,608.17 $5,608.17 $134,5913.09 0181 Monthly Subscription Fee (the"iM'Ionthiv $5,608.1.7 Subscription Fee") oral Subscription Fee(the"Tectal Subscription Fee") $134,596-08 Server Configlrration (Table 2) dnfj umtlon City I General Description Virtual Machine,Windows 2012 Server SE 64-bit, Processor: 3 PROD,TRAIN Application Server 8 x 2.OGhz,RAM:32 GB,Storage: 25GB,250G6 RAID 10 Virtual Machine,Windows 2012 Server SE 64-fait, Processor: 1 DEV,TEST Application Server 4 x 2.06hz,RAM:8 GB,Storage-25G8,250GB RAID 10 Virtual Machine,Windows 2012 Server SE 64-bit, Processor: 2 PROD, DEV/TEST/TRAIN Database Server 4 x 2.GGhz,RAM:16G6,Storage: 25GB, 25OGB RAID 10 Data Center Internet Bandwidth Outbound(up to 5,000GB of Data Center Internet Bandwidth Outbound(up to Transfer) I 5,000GS of Transfer) Offsite Backup&Recovery(40GB,12 Month Retention) 4 offsite Backup&Recovery(40GB, 12 Month Retention) Offsite Backup&Recovery(250GB,12 Month Retention) 2 Offsite Backup&Recovery(250GS,12 Month Retention) SSL Certificates(per environmentlapplication server) 4 SSI.Certiftcates(iter environment server) Firewall(hardware-based, 50Mbps) per server 6 PROD,TRAIN,TEST,DEV App&DB Servers Site-to-Site IPSec VPN I VPN tunnel between customer on data renter Domain Registration I Domain Registration SMTP Relay 4 SMTP Relay Note: Server Confi-uration options and as,%�j€tatted pricinti are subject to c(iange 10131 Resource Management,Inc, RIP IS-014:Maximo hosting and lechnical Services Exhibit F Attachment A Page r of 3 Rev.11/2614 Subscriber acknowledges and agrees that TRM has chosen a Server Configuration that it believes will serve Subscribor's usage needs as determined by TRM as of the Effective Date. and that the Monthly Subscription Fee is calculated based oil the initial Server C'unliguralion checked above. Subscriber firrther acknowledges and agrees, however,that TRM's initial determination may be incorrect or Subscriber's usage needs may increase or decrease over time. lit the event that TRM deiennine: that Subscriber's usage needs are greater or Ie•s than as detern-iined by TRM as of the Effective Date I RM will notify Subscriber and offer to provide an alternate Server Configuration. If Subscriber agrees to accopt the recommended Server Configuration.this parties will agree upon an amended Order Form setting out a new Monthly Subscription Fee to be in effect for the remainder of the Subscription Period. Subscriber further ag_res that in the event it doeN not accept such server upgrade.Subscriber will experience a d"radation of performance of the Hosting Services- including increased drag,times and latency. Additional Montltl Fees: In addition to the Monthiy Subscription Fee.Subscriber agrees to pay the following additional tees(if any)for bandwidth usage and data protection in accordance with the tisage levels set forth in Table 3 and'Table 4 below (collectively_the"Additional Monthly Fees'"L'l Ire Additional Muititlily Fees will be invoiced by TnC nn a monthly basis,based oil actual usage as measured by TRM or its third-party services provider for[lie preceding month Bandwidth Monthly Fees(Table 3).- Bandwidth ):Bandwidth usage Per Month Additional Monthly Fee 5.000 GB Outbound Public Transfei lrrt`Irrrkrllrr&c.1 hollehh-SidwifOwl Vit.. 1n per VM IddifinnoICIO C11ke 20,000 GB Outbound Public hic'flKlerl 171/l!i'itl{177(rrll'Stike rlmoil V4,4. fro Transfer per Dedicated Server Addillon r1[ull-R, Per GB Outbound Public Transfer $0.1O.IGB overage charges Unlimited Inbound Public Transfer !dude•in dw.i biwh&Sithsrip icm f-tL._to .01filionuf Charge Unlimited Private Network(Server- &-hided in ihv .tlowhlrSubscr•ilrrrut Fee:NO To-Server)Bandwidth idditionol ChoiNe Note: Bandwidth Configuration options and associated pricing are subject to change. Subscriber acknowledges and agrees that I'RM has chosen a Bandwidth Configuration that it believes will Bene Subscriber's usage needs as determined by TRM as of the Effective Date,and that the Monthly Subscription Fee is calculated bated on the initial Bands idth Configuration noted above. Subscriber further acknowledges and agrees. however.that TRM's initial determination may need to be adjusted as the Subscriber's actual usage needs may increase(or decrease)oyer time. In the event that TRM determines that Subscriber's usage needs are greater than as determined by TRM as of the Effective bate, the Bandwidth Configuration will automatically be upgraded to the higher threshold and the additional monthly fees as noted above will autuntatically be applied. Iota]Resource Manap—pent,Inc. W 1;=0102 Maximo Ho-mrip.and I ethnical Services Exhibit F Attachment A Page 2 of 3 Rev. 1112014 Data Protection Monthly Fees(Table 4): Data Protection Usage Per Momlt Additional Monthly Fee 40 GB - 12 Month Retention per production VM Included irr the klonthh-Sab.scriplion Feel-M)Achlillunal Charge 250 GB- 12 Month Relenr[OU I11clklrletl ill lite Mou1111i $uhscrgj limn Fre: No. defirimml C1 or-e Custom Data Protection Options are available Custom Pricing Dote; Data Protection Configuration options and associated pricing,are subject to change. Subscriber acknowledges and agrees that TRM has chosen a Data Protection Configuration that it believes will serve Subscriber's usage needs as determined by 1 RM i�,of flit Cflective Date,and that tate Monthly Subscription Fee is calculated base,}on IIIc initial Data Protection Configuration noted above. Subscriber further acknowwledees and agrees,however, that I-RM's initial determination may need to be adjusted as the Subscriber's actual usage needs may incrcase(or decrease)over time. In the event that TRM determines iliat Subscriber's usage needs are greater(or less) than as determined by TRM as of the Effective Date,TRIM will notify Subscriber and offer to provide an alternative Data Protection Configuration option. If Subscriber agrees to accept the recommended Data Protection Configuration option.the parties will agree upon an amended Larder Bonn setting out a new Mo+athly Subscription Fee to be in efrect for tire remainder of the Subscription Period. total Resource Mariagemenr,Inc. RFP 15-0102 Maxima+lasting and lechmcai Sera M Exhi4it i-Attachment A Page'-of 3 Rev 11/2014 A'rTACHMENT S TOTAL RESOURCE II'llANAGEMENT,illNC. SUBSCRIPTION AGREEMENT Subscriber-Support Services For so long as Subscriber has subscribed for and paid the Monthly Subscription Fee for the Hosting 'Services. TRM will provide the following tie:vices: I General 5upoort Services.TRM will provide support services for the hosted!_AM solution consisting of the following: • Use contntcrcially reasonable effort to rake the Hosted Services available twenty four('24)hours a. day_and seven(7)days per week except for pinruted ntaintenance • Provide 98%syatettt uptime throughout tate term ol-lhe hosting period. Systeni dowwpntinle excludes outages dere to mutually agreed upon planned nlaintenatice bemeen rRM and Cu,�tcnier. Customer system administrative errors,and causes beyond TFLM's reasonable control. • Cuslomer support is provided 24 x 7. • Critical Problems: Provide irnniediate support wilhin 60 minutes of notification to resolve issues that prevent the use of the system and its associated resources that have a critical impact to Customer's business processes hod deliverablOs.This level of support will have a targeted resolution of twenty-four(24) hours of notification. • Crucial Problems: Provide tnnely support wvifhitt 2 hours of notification to resolve issues that curtail but do not prevent the use of the systom and its associated resources that have a critical impact to Cum rner's business processes and deliverables.This level of support will have a targeted resolution of forty-eight(48) hours of notification. • Routine Problems: Provide dedicated support w++ilhin 4 hours of notification to resolve issues that do not significantly impair Customer's use of the system and its associated resources that have a critical impact to Customer's business processes and deliverables during normal business hours (Monday through Friday,9 AM to 5 PM Central Standard Time,excluding national holidays.This level of support has a taraeled resolution of ninety-six(96) hours of notification. is Provide business number and a-mail address for reporting of support issues- 2 Operating System Patches,Hotfixes and Upgrades.TRM will apply(at TRM's discretion) operating system,patches and hotfixes to address documented and known issues convnunicated by the software vendor that could negatively impact the security.stability and performance posture of the Hosting environ inerit. Such changes will be managed by TRM through a formal change and configuration nianagenient process.All software licensing rights and privileges to support any necessary patches and hotfixes are included. Operalina system 'upgrades` (within and between versions:)will be considered and executed on a linwe and materials bads(the level of effort behind any upgrades will need to be negotiated on a TZCM basis). 3 Apl2fication Patches. Hotftxes and Upgrades,-rRM will apply(at l-RM's discretion)application patches and hotfixes to address documented and known issues communicated by the software vendor that could negatively impact [lie security. stability and perfarmaslce posture of the Hosting environment. Such changes will be managed by 1 ldM through a forinal change and configuration rnanagenlenl process- All soflware licensing rights and privileges to support any nece."ary patches and hotfixes are included. Application -upgrades' (within and between ve sions) will be considered and e-wouted on a time:and materials basis(the level of effort behind any upgrades will need to be negotiated on a T&M basis)_ Total Resource Marrarernent,Inc. RrP 15-0102 Maximo Hafting and Technical Services Exhibit F Attachment b Page'1 of 2 Rev.11/W14 4 Database patches_Holl:o cs and lrinttrades.TRK4 will apply(at TRM's discretion)database patches and holfixes to address documented and known issues communicated by the software vendor that could negatively impact Ine security, slability and performance posture of the Hosting ei7virournent. Such changes, will lie managed by TRM through a fornial change and configuranon ilia ilagenient process. All sofivLvare licensing rig,ltis and privileges to support any nec-es,�ary patch"and hotfixes are included. Database 'upurades' (witlriir and between versions) will be considered and executed on a time and materials basis(lire level ofell'ori behind any upgrades will need to be negotiated on a-1 Lk-M basis)- 5 Svs:eni BackLm& Recovery_TRNI will provide database backup, retention,and recovery services to a secure cuff-site location for the Hosting environment. i dial of backup staragu capacity and retention period is specified in Table 4 of Attachment A. Ali inilial full backup will take place with subsequent incremental backups. In the event of an actual systern crash or data loss as a direct result ot'TRM action(s) and/or Hosting infrastructure failures-TRM will invoke tmniediale sigls to assess the snuai ion to recover and restore any necessary application binaries, and data affected. Recovery point objective(RPO)or the acceptable amount of data loss, is no more than 24 hours and target restoration is within a 24 Incur period from when the system crash or data loss occurred. lir the event of data loss as a direct result of Subscriber's action(.,;).TR147 will provide recovery services on a Tinic and Materials basis upon approval from the subscriber to proceed with such sen'ices._ Total Resouece Management,Inc Art,15-0]02 Maximo Hosting and Technical Services Exhibit F Attachment a Page a of 2 Hev.1112014 ATTACHMENT C TRM HIGH PERFORMANCE CLOUD SECURITY PLAN I. TRM High Performance Cloud(HPC]utilizes IBM.SoftLayer for Infrastructure as a Service. All HPC infrastructure resides within SoftLayer datacenters including servers, load balancers,firewalls,storage devices.VPN servers,and back-up storage. 2. SoftLayer Data Center Certification.All of SoftLayer's global data centers are SOC 2 Type I1 certified. SOC 2 Type 11 certification addresses: a. Security(both physical and logical) b. Availability c, Processing integrity d. Confidentiality e. Privacy 3. SoftLayer Physical Characteristics. All SoftLayer data centers include: a. 24x7x365 staffing b. n+l UPS Battery Backup units c. n+I Back-up Power Generators d. n+1 Coaling Infrastructure e. Pre-Action Dry Pipe Fire Suppression E Multi-Level Access Control 4. SoftLayer Network Architecture. SoftLayer utilizes a triple network architecture: a. Public network: Every data center and PoP has multiple IOGbps connections b. Private network: Connects all of SofiLayer's global data centers to connect services and move data between data centers c. Management network: Used to manage resources in SoftLayer data centers including remotely perform OS reloads and power cycle servers 5. Security systems. A multi-layer security architecture is available which includes server firewalls, firewall devices,gateway appliances,and VLANs. A SoftLayer Network Operations Center(NOC) team monitors network performance and security 240.Automated DDoS rnhigation controls are in place should a DDoS attack occur. The specific security provisions are described in Table C-1, Additional Security Specifications 6. Back-up and Recovery. Data is backed-up and stored offsite nightly using eVault back-up and recovery service. The offsite location is one of the SoftLayer data centers different than the data center that the data resides in, 7, Client Access. Client access to Maximo is encrypted using 256 bit Transport Layer Security(TLS). Logins are set to expire periodically in accordance with Table C-1. Total Resource Management,Inc. RFP 15-0102 Maximo Hosting and Technical Services Exhibit F Attachment C Page 1 of 3 Rev.11/2014 & Integration Security.Integrations with Maximo are secured using site-to-site IPSec VPN, 9, Management access. Management of the SoftLayer infrastructure is performed through the Sof Layer customer portal. The portal is encrypted using Transport Layer Security(TLS)vl.2. Only TRM HPC administrators have access to the SoftLayer customer portal. Administration of HPC servers at the O/S level,application server,and database server level is performed using VPN servers at SoftLayer. Only TRM HPC administrators and in some cases,designated Client administrators, have access to the VPN servers. Management of the Maximo application is performed using 256 bit encrypted browser connections. Only TRM HPC administrators and designated Client administrators have access to the Maximo administration functions, 10Maximo Application Level Security. Maximo Security Groups application provides granular level security of applications,screens, and data within Maximo. Users are assigned to one or more security groups. The security groups can be independent or non-independent upon each other. The design of the security groups is generally agreed upon between TRM and client based on client requirements, 11, Personnel. Management of HPC system resources are performed by TRM personnel. 12. Shared Responsibility, With any public cloud environment,there is a shared responsibility for security. The computing infrastructure,including physical data center, is operated,managed,and controlled by SoftLayer. For virtual machines, SoftLayer manages and controls the operating systems and virtualization layer. SoftLayer is responsible to TRM for meeting infrastructure service level agreements through a separate agreement.For physical machines,TRM controls the operating systems. TRM manages and controls the firewalls,gateways,back-up settings,VLANs,VPN settings,database layer, application server,and Maximo and related applications. In most cases,Maximo application security settings and integrations between HPC Maximo and client systems are a shared responsibility between TRM and client. The safekeeping of logins and passwords issued to client are the responsibility of the client. 13. Acceptable Use Policy. Acceptable use policies are described in the Hosting Services Subscription Agreement. Total Resource Management,Inc. RFP 15-0102 Maximo Hosting and Technical Services Exhibit F Attachment C Page 2 of 3 Rev.11/2014 Table C-1 Additional Security Specifications Subscriber Fort Worth'N'ater Primary Data Center SoftLaver Dallas XX Firewalls and Gateways Watta Gateway Appliance for Firewall.client VPN.and Site-to-Site VPN. VLAN Not included VPN Users TRM acre"only,No client access Smcrs Virtual Machines Client access Maximo login and password Encryption Entrust certificates,2048 bit key lengths.255 bit encryption. SHA2 algorithm.TLS 1.0 TLS I_I TLS 1.2 protocols Integrations with Client systems Yes Inte ration Security Site-to-Site VPN(IPSec 256 bit encryption) Back-up and Recovcry eVaull offsite back-up and recovery- 12 montli retention Server Anti-Virus, Anti-Spyware,and Intrusion McAfee Enterprise v8.$ Anti-Vires. Anti-spyware, Prevention Firewall and lntrudon Prevention included. McAfee Host Intrusion Prevention NOT included. SSO,LDAP Not Requested Maximo Password expiration TBD Total Resoume Management,Inc. RFP 15-0102 Maximo Hosting and Technical5ervices Exhibit F Attachment C Page 3 of 3 Nev.11/2014 M&C Review Pagel ef3 =ire cif vie City of Fort War,',Texas CITY COUNCIL AGENDA FO RTWOR711 COUNCIL ACTION: Approved on 611612015 DATE: 6/1612015 REFERENCE NO.: C-27349 LOG NAME: 60BRIO CODE: C TYPE: NON-CONSENT PUBLIC HEARING: NO SUBJECT: Authorize Execution of a Contract with Brio Services, LLC, for an Amount Not to Exceed $1,603,103.00 to Provide Program and Software Configuration Program Management for the Upgrade of the Water Department's Work Order and Asset Management System and Authorize Execution of a Contract with Total Resource Management, Inc., for an Amount Not to Exceed $1,237,884.08 to Provide Software Interface Development and Two Years of Hosting Services to Support the Asset Management System Upgrade (ALL COUNCIL DISTRICTS) RECOMMENDATION: It is recommended that the City Council: 1. Authorize the execution of a contract with Brio Services, LLC, for an amount not to exceed $1,603,103.00 to provide Program and Software Configuration Program Management for the upgrade of the Water Department's Work Order and Asset Management System known as Maximo; and 2. Authorize the execution of a contract with Total Resource Management, Inc., for an amount not to exceed $1,237,884.08 to provide software interface development, technical services and two years of hosting services to support the Maximo software. DISCUSSION: The Water Department (Department) IT Master Plan recommended an upgrade to the Maximo System (Maximo) and also recommended expanding Maximo to other divisions throughout the Department. The Department deployed its Work Management Software known as Maximo in its Field Operations Division (Division) in 2005. The Division uses Maximo to plan, schedule and assign work, manage warehouse stock and issue parts. Crews use mobile devices to document work performed. Maximo is integrated with the City's Fire Records Management System known as Firehouse and the Department's PeopleSoft Customer Relationship Management System (CRM), both of which generate work orders for Field Operations, Currently, the Water Reclamation and Water Production Divisions manage work using a combination of spreadsheets, an older work order system and paper. The Meter Services Section uses paper printouts from the billing and CRM systems. Upgrade and expansion of Maximo will not only improve efficiency across the Department, but will also support the broader Asset Management Program the Department launched in March 2014, in response to the City Council's directions following its assessment of public private partnership options. City Council Resolution No. 4258-11-2013 directed the City Manager to take five specific actions, three of which are addressed by this project: • Expand Water Utility's Existing Continuous Improvement Program - Supported by improving the technology,data and processes for replacement and rehabilitation/renewal of critical water utility vertical and horizontal infrastructure. Consider Opportunities for the Water Utility to Partner with Other Departments to Optimize interdepartmental Business Processes - Supported by partnering with Transportation and Public Works (TPW)to streamline processes and support integrated analysis of Water and TPW condition and replacement priorities and with the Fire Department to effectively and efficiently communicate fire hydrant data and maintenance activities. • Continue Internal Departmental Evaluation of Strategic Outsourcing Opportunities for Specific http://apps.cfwnet.org/council packet/mc—review,asp?TD=21174&counciIdate=6/16/20 t 5 6/30/2015 M&C Review Page 2 of 3 Services -Supported by strategic outsourcing of specialized application skills required for the maintenance and technical administration of Maximo. On January 28, 2015, the City released Request for Proposal (RFP) No. 15-0102 to procure technical and hosting services for the implementation and upgrade of Maximo. After receiving bids, the Maximo Project Team (Project Team) conducted a review of the top two respondents based on the following criteria: experience and certifications in the software run by the City (Maximo 5), experience and certifications in the latest version of the core application software (Maximo 7), quality and relevance of experience with water and wastewater utilities, quality and relevance of experience with the other software products to be implemented, experience with development of interfaces to applications similar to those run by the City and years of experience and general credentials held. Based on the criteria, the Project Team selected Total Resource Management, Inc. (TRM) as the most qualified respondent to this RFP offering the best value to the City for technical and hosting services. TRM is also highly experienced with Maximo technology for water utilities. The Project Team recommends the City contract with TRM for technical services and the development of software system interfaces with existing City applications necessary for the upgrade of Maximo and to provide hosting services for the Maximo software for a period of two years. In addition to technical and hosting services, Staff wishes to engage a consultant to assist with the implementation of the Maximo upgrade and expansion, The Project Team selected Brio Services, LLC (Brio) to serve as the consultant for this project because of its expertise in Work and Asset Management, the water utility industry and the use of the Maximo software product as well as their knowledge of the Department's business processes and requirements. Brio was engaged previously by the Department to assist with the development of Work and Asset Management Program strategy, Department-wide standards, implementation planning and preparation of the RFP for hosting and technical services (RFP No. 15-0102). The Project Team recommends the City enter into a Professional Services Agreement with Brio for program management, process improvement, functional direction, user training and other services related to the implementation of an Asset Management Program and upgrade of the Department's Maximo software. CONTRACT TERMS-The upgrade will begin immediately upon executlon of the contracts and is anticipated to be complete within 24 months. The contracts may be renewed upon mutual, written consent of the parties for up to three additional one-year periods for ongoing consulting or hosting services without additional City Council authorization as long as funds have been appropriated. MIWBE OFFICE -A waiver of the goals for MBEISBE subcontracting requirements was requested by the Water Department and approved by the MfWBE Office, in accordance with the BITE Ordinance, because the purchase of goods or service is from sources where subcontracting or supplier opportunities are negligibfe_ ADMINSTRATIVE AMENDMENT -An increase or administrative amendment for this Agreement may be made by the City Manager or his designee, for an amount up to$50,000.00 and does not require specific City Council approval as long as sufficient funds have been appropriated. FISCAL INFORMATIONICERTIFICATION: The Financial Management Services Director certifies that funds are available in the current capital budget, as appropriated, of the 04 Water Capital Projects Fund and 04 Sewer Capital Projects Fund. The Bond Transfer attached is depicted in the table below: FUND Existing Amount of Balance After Appropriations Transfer Transfer Water Commercial $3,301,235.83 $1,846.641 00 $1,454,594.83 Paper Fund {P164} Sewer Commercial 11 $1.295,277.58 IF $994,346.08 $ 300,931.50 http://apps.cfwnet.org/council_packet/me—review.asp?ID=21174&councildate=611612015 6/3012015 M&C review Page 3 of 3 Paper f=und (P174) TO FundlAccount/Centers FROM FundlAccount/Centers P164 541200 060164055101 $1,603,103.00 P164 541200 060164055101 $243.538.00 P174 541200 070174055101 $994,346.118 Submitted for City Manager's Office by: Fernando Costa (6122) Originating Department Head: John Carman (8246) Additional Information Contact: David Holt(2515) ATTACHMENTS http://apps,cfwnet,org/council_packetlmc_review.asp?ID=2I 174&councildate=6/1612015 6/30/2015