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HomeMy WebLinkAboutAddendum 1 - RFP - 10195 Organizational Design and Implementation Services for City Utilities and IT IntegrationAddendum #1 RFP 10195 Page 1 of 1 ADDENDUM NO. 1 CONTRACT DOCUMENTS RFP 10195 Organizational Design and Implementation Services for Utilities and IT Proposal Due Date: 3:00 PM (Our Clock) August 6, 2025 To all prospective proposers under the contract documents described above, the following changes/additions are hereby made and detailed in the following sections of this addendum: Exhibit 1 - Questions & Answers Exhibit 2 - Organizational Chart Exhibit 3 - Technology Plan Report Please contact JD McCune, Senior Buyer, at jmccune@fcgov.com with any questions regarding this addendum. RECEIPT OF THIS ADDENDUM MUST BE ACKNOWLEDGED BY A WRITTEN STATEMENT ENCLOSED WITH THE RFP STATING THAT THIS ADDENDUM HAS BEEN RECEIVED. Financial Services Purchasing Division nd Floor 970.221.6775 970.221.6707 fcgov.com/purchasing Exhibit 1 Questions and Answers 1. Are we able to use font sizes smaller than 10pt for headers, footers, charts, graphics, and other elements apart from the main body text of the proposal as long as the text is legible? a. The City prefers that all font be no smaller than 10pt per the RFP requirements. 2. Does all of the text in our proposal need to be Arial or just the main body font of the proposal? a. The main body must be Arial and the City would prefer, if possible, all text be in Arial but will not negatively impact the evaluation score if fonts differ. 3. Can the header and footers be outside of the margin requirement? a. Yes. 4. What is the structure of IT Department(s) for the City and utility? Please provide current utility IT/OT organizational structure with key responsibilities and relationship of those positions to the rest of the City’s IT, TMO, and EPMO staff. a. See attachment 1 5. Can the City please confirm Deliverable 2? Target Organization Report will focus on the utility IT/OT structure specifically, recognizing that interdepartmental coordination, based on the relationship between utility IT/OT positions/responsibilities and Citywide IT/OT positions/responsibilities, will be a component of the analysis. a. Yes 6. Can the City please further describe what is meant in Section 3 by “augment” and what level of effort is envisioned for Section 3? a. Looking for a firm who has the ability to fill various technology roadmap project roles once organizational changes have been implemented as well as aiding in the implementation of organizational changes. Could include implementation services and/or various staff augmentation work (such as analysts, engineers, project managers…) 7. Can the City please share the March 2025 City Utilities Technology Roadmap for respondents to gauge the complexities of the IT Integration Organizational Design and Implementation Services? a. See Attachment 2 8. Can the City please share its budget for this project? a. The City does not share budgetary project estimates. 9. On page 7 under as-needed support, the City requests potential augmented support for quality assurance. Can the city provide additional context as to the nature of the possible quality assurance work? a. During technology project implementations, will need quality assurance/control oversight as a part of the project management efforts. 10. On page 11, the City requests in-person attendance for the project kick-off and any other in-person activities necessary to fulfill the scope of work. Is the City aware of additional meetings that may require in-person attendance? In addition, is the City open to a primarily remote model for this engagement? a. City is open to primarily (day to day) remote engagement. Periodic in-person meetings will be needed (kick-off, milestone work, ad-hoc meetings). 11. Is the Cover Letter and Executive Summary scored as part of the Evaluation Criteria? If so, which of the four Criteria would it fall under? a. These sections will be evaluated under Criteria 1, Firm Capability & Experience. 12. Can the City provide a table outlining where the response sections highlighted in Section III map to the Evaluation Criteria in Section IV? a. These sections will be evaluated under Criteria 1, Firm Capability & Experience. 13. Is the 1-10 scoring scale progressive where firms can receive any rating from 1-10, or are the available ratings only 1-doesn’t meet minimum requirements, 5-fulfills minimum requirements, or 10-exceeds minimum requirements, as highlighted at the top of Section IV. a. Scoring scale is progressive and firms can receive any rating from 1-10. 14. Can the submission deadline be extended by two weeks to allow for additional response time after Questions and Answers are received? a. No 15. Was the City’s Utility Technology Roadmap developed by an external vendor? Is there an incumbent firm currently assisting with this assessment and transformation? a. The Technology Roadmap was developed by an external vendor. A different firm is assisting in this assessment. Neither firm will be a candidate for this scope of work. 16. Item 2 on Page 6 under Scope of Work. This section requests defined and documented roles and responsibilities for the future-state design. Will the vendor be responsible for defining roles and responsibilities for the City Utilities IT/OT team, as well as the Transformation Management Office (TMO), IT, and the Enterprise PMO (EPMO)? How many departments and current staff members are in scope for this engagement? How many roles are currently in scope? a. answers: (i) Looking for documented roles and responsibilities primarily for City Utilities IT/OT team. (ii) See org chart (iii) TBD – depends on outcome of analysis 17. How is the City evaluating Cost & Work Hours? Is there an identified budget or other criteria which can be shared in order to exceed minimum requirements for the category? a. Cost will be evaluated per the details in Section III. F. with all vendor pricing being compared. The City does not share budgetary estimates for projects. 18. Will Job Descriptions be needed for only newly created or highly revised roles, or is the City soliciting the revision of all JDs within the IT/OT organization? a. Just for newly created or highly revised roles 19. What is the expectation for consultants being onsite versus virtual? a. See #10 above 20. How many staff are currently part of this reorganization effort? a. See Attachment 1 21. The RFP states the scope will take place over 90 days. When do you anticipate this 90 days starting? (Context: 90 days in Q4 is a different landscape than 90 days in Q1.) a. Updating to 120 days. Anticipate it starting Q4 2025. 22. What are the expectations for all of the various “augment” roles? On-site? For how long? Expected hours/week? a. TBD 23. Can you tell us more of the potential intent of the staff augmentation, including the role of the augmented staff (e.g., more like a vendor or more like a partner)? a. Looking for a vendor who is a long-term partner to support this work. 24. Are there any known constraints (e.g., collective agreements constraints, funding envelopes, platform architecture, concurrent initiatives, internal capacity pressures, transformation saturation, etc.) that must be accounted for in the implementation roadmap? a. Yes there are the typical constraints of a municipal utility (resources, capacity, changing priorities) City Manager Deputy City Manager Assistant City Manager Chief Information OfficerOne Water DirectorLight & Power Director Chief Transformation Management Officer Director, Grid Ops & Technology Sr Director, Operations Director, Technology Sr Manager, Transformation Management Sr Manager, Substations & Grid Tech Relay & Protection Engineer/ eSCADA Engineer Sr Analyst AMI Systems Sr Systems Engineer OT (DMS, Legacy Systems) Sr Manager, wSCADA & Industrial Control Systems Admin Sr Administrator SCADA & PLC Programming Sr Administrator SCADA Sr Administrator SCADA Administrator I, SCADA Sr Engineer, Data Sr Manager, Utilities GIS Operations Sr GIS Analyst/ Project Manager Geo-Data Architect GIS Analyst II Electric Utility GIS Analyst I, Electric Utility GIS Analyst II Broadband Utility GIS Analyst I Broadband Utility GIS Analyst II One Water Utility GIS Analyst I One Water Utility Sr Specialist, Process Improvement Sr Specialist, Process Improvement Sr Manager, Customer Support Sr Supervisor, Customer Support CIS Product Owner Field Services Lead (Mobile Work Management) Manager, IT Applications Support Sr Analyst, Apps Software Analyst II, Apps Software Analyst II, Apps Software Analyst II, Apps Software Analyst II, Apps Software Analyst II, Apps Software Director, Technology Director, Technology Manager, City GIS GIS Analyst II Technology Architect Sr Engineer, Data Sr Analyst, Apps Software Analyst II, Apps Software Manager, City IT Service Desk Sr Technician, Client Services Manager, Network Operations Sr Engineer, IT Security Manager, Systems Engineering Engineer II, Systems Sr Analyst, IT Security Sr Engineer, Database VACANT Sr Electric Project Engineer (Maximo Project Manager) Sr Data Engineer (Maximo Product Owner) VACANT Reports to Director of Light & Power Electrical Engineering LEGEND Utilities Shared & Funded Position Utilities Partially Shared & Partially Funded Position City-Wide Position (Non-Utilities Funded) Utilities One Water Dedicated & Funded Utilities Light & Power Dedicated & Funded City of Fort Collins July 28, 2025 Broadband/ Fiber Dedicated & Funded Organizational Chart Scope Statement: This organizational chart is specifically customized to illustrate the Information Technology (IT) and Operational Technology (OT) positions related to Utilities within the City of Fort Collins. It includes relevant roles from both the centralized IT division and the IT/OT departments embedded within the City of Fort Collins Utilities Service Areas. All non-IT/OT departments and positions are intentionally excluded to maintain a clear focus on the technology functions that support utility operations and citywide infrastructure. EXHIBIT 2 November | 2023 Technology Roadmap Technology Report March 10, 2025 EXHIBIT 3 2TMG Confidential – for use by City of Fort Collins authorized personnel only Application Workshops 2Technology Roadmap v1.0 3/10/2025 Phase 5 Technology RoadmapCurrent State Application Landscape Platte River Power Authority NextAxiom Routine Connexo Netsense Head End Topos AMI Meter Network Manually Read/ Probed Non-AMI Meters Siemens EnergyIP MDM Utilities Maximo Energy Supply Transmission Electric Distribution And Grid Management DER Solutions Banner Customer Information System (at PRPA) Itron Comverge DR functions have been absorbed by IntelliSOURCE Cisco Finesse Agent desktop Eleveo Call Logging Quality Monitoring JD Edwards ERP Commercial Ops AutoCad & DWG AutCad Drawings Franklin Energy Feed ( to V1) Legend for Platforms: Potential In-Scope Out of Scope Existing Project Out of Scope Functionally Bill - Billing and Invoicing Bill - Payment Posting Meter Read Data Iconics Gen64 eSCADA ArcGIS Explorer (Antiquated viewer) EMS iEnergy Operations PowerClerk PV/Batteries Attributes ArcFM Designer EDAR DMS/OMS (temporary) ArcFM GIS Desktop and Portal ACS Prism OMS (to be decommissioned) Asset Management Work Order Management Materials Management Data SpliceScheduling Credit & Collections Customer Case Mgmt Rates Admin Bill Test Bill Format Honeywell AMI Customer Meters Operations General LedgerFinanceUtility Accounting Itron IntelliSOURCE DERMS (Load Mgmt) Kubra - Customer Online Payments (goes away) (EBPP Electronic Bill/Pay) Inhouse Bill Print and Inserting NCR - Customer CC Payments We s t e r n I n t e r c o n n e c t i o n Itron MV-90 Large C&I Non-AMI Customer Meters Milsoft Engineering Operations One Water Bertha BC Services for Collections CDS Global Payment Aggregators CallNet After Hours My Energy (to V1 VXEngage) ESRI ArcGIS Customer Address (Banner, LPCE, Cust Solutions) Azure Data Lake Crystal Reports Customer Data Accela LPCE Cisco Phone Switch WattNet Meter Test NextAxiom ver 10.5.0.1 Primary Middleware Platform w/Dev Ops Used if apps don’t have APIs Middleware extends app capability AMS Device Manager Backflow Customer Portal For Account Management (to V1) EPA SWMM storm water modeling Electric Systems Load Energy Engage Mobile Web Portal for Acct Mgrs GIS Streetlights Access DB has attributes MARS Water Meter Testing MiniTab 17 Statistical Analysis Data Visualization Itron MV-Web E&W OpenFlows Flowmaster Engineering Calcs Nexant iEnergy InfoWater GeoSpacial Water Tool W KAFKA Streams data so MS Azure Synapse Surface Water Modeling System AMI Customer Meters (mix with Siemens Comms) Non-AMI Customer Meters Manual Spreadsheets Data Warehouses AutoCad Iconics Gen64 wSCADA Suite Siemens VFD Schneider Vejeo Designer Programmable HMI Eco Structure Control Expert and Proworx PLC programming Unity Diff CombiVis 6 Connected Components Prosoft Profi Trace PowerBI Customer Data Customer Service Representatives My Water (Water Smart) (Capability goes to V1) Usage Data Address Validation MEAT Meter Energy Analysis Tool (Apex Reports Materials Management (MMA) Switchpoint Inspections SubAssets Substation Assets Serialized Equipment (SED) Admire Meter Inventory/ Inspections Electric Meter Database Instrumentation CT/PTs Equipment & Cable Outage Stats Trouble Call OMS Cisco UCCX ACD and IVR Online Service Requests start/stop (goes away) Appropriations Status Collector Applications Contrail (Flood Warning System) Control Number Esti-Mate Electric Field Pro (Itron) Finance Rate Analysis Water and Wastewater First National Bank (Customer Payments) US Army CE flood hydrologic model ArcFM Conduit Manager X X X Waste Water Plants Water Production Plants WaterSmart Water Utility Mgmt System GraniteNet Video Inspection X-LIMS Lab Software ESRi ArcGIS (Suite) Water Field Operations CASS Certification USPS (with PRPA) Innovis Identify Verification UView (ESRi webmap)read-only BOSS 811 Utility Locates IoT Customer Devices Behind the Meter Enervee Marketplace for EE Products Field Reps THOR CSR knowledge base OneNote (replace with SP) ArcMap ESRi ArcGIS Pro Linko Water Complaint Work Order to Test UtilityAPI data consent authenticate customers authorize data sharing 3TMG Confidential – for use by City of Fort Collins authorized personnel only Application Workshops 3Technology Roadmap v1.0 3/10/2025 Phase 5 Technology RoadmapFuture State Application Landscape Electric Distribution And Grid Management SE Network Modeling VertexOne VXEngage Platte River Power Authority NextAxiom Routine Connexo Netsense Head End AMI Meter Network Manually Read/ Probed Non-AMI Meters Siemens EnergyIP MDM Utilities Maximo and Maximo Mobile Energy Supply Transmission DER Solutions VertexOne VXCIS Itron Comverge DR functions have been absorbed by IntelliSOURCE Cisco Finesse Agent desktop Eleveo Call Logging, Quality Monitoring JD Edwards ERP Commercial Ops Legend for Platforms: New/Updated Capability Customer Applications Electric Water Bill - Billing and Invoicing Bill - Payment Posting Meter Read Data EMS iEnergy Trans Operations PowerClerk PV/Batteries Attributes Asset Management Work Order Management Materials Management Mobile Work ManagementScheduling Credit & Collections Customer Case Management Rates Admin Bill Test Bill Format Honeywell AMI Customer Meters Energy Trading General LedgerFinanceUtility Accounting Itron IntelliSOURCE DERMS (Load Mgmt) Printed Bills NCR - Customer CC Payments We s t e r n I n t e r c o n n e c t i o n Itron MV-90 Large C&I Non-AMI Customer Meters Energy One Water BC Services for Collections CDS Global Payment Aggregators CallNet After Hours Esri ArcGIS Pro (Suite) v 3.X Customer Address (Banner, LPCE, Cust Solutions) Meter Energy Analysis Data Crystal Reports Bertha Data Tyler Technologies LPCE Cisco Phone Switch NextAxiom ver 10.5.0.1 Primary Middleware Platform w/Dev Ops Used when apps don’t have APIs AMS Device Manager Backflow Electric Systems Load Data Visualization Itron MV-Web E&W Nexant iEnergy AMI Customer Meters (mix with Siemens Comms) Non-AMI Customer Meters Azure Synapse Data WarehousesW SCADA Siemens VFD Schneider Vejeo Designer Programmable HMI Eco Structure Control Expert and Proworx PLC programming Unity Diff Connected Components Prosoft Profi Trace Customer Service Representatives Dispatch My Water (Water Smart) Address Validation Cisco UCCX ACD and IVR Appropriations Status Contrail (Flood Warning System) Esti-Mate Electric Field Pro (Itron) Finance Rate Analysis Water and Wastewater First National Bank (Customer Payments) X X X Waste Water Plants Water Production Plants WaterSmart Water Utility Mgmt System Water Field Operations InfoSend Innovis Identify Verification IoT Customer Devices Behind the Meter Enervee Marketplace for EE Products Field Reps SharePoint CSR knowledge W K A F K A St r e a m s d a t a s o M S A z u r e S y n a p s e Water Complaint Work Order to Test (from XLIMS) Linko Customer Portal For Account Management My Energy Energy Engage Mobile Web Portal for Acct Mgrs Customer Preference Center Product and Service Catalog Customer Program Enroll/De-Enroll CASS Certification Bill Print Electronic Bill Print and Pay PRPA DERMS ADMS Esri Geolocation/Visualization of the Utility Network Customer Incentive/Rate/ Bill/Pay/Credit Customer Support Customer NotificationsProduct Development Product Attributes Grid DERMS Connect, Aggregate, Optimize, Dispatch, and Report Utility DERs and VPPs Grid Edge DERMS Connect, Aggregate, Optimize, Dispatch, and Report Customer DERs to VPPs Service Orders Work Management Meter Shop WattNet Meter Test Engineering Support E SCADA Iconics Gen64 ArcFM Conduit Manager BOSS 811 Utility Locates Uview Web read-only web maps Esri ArcGIS Pro (Suite) 3.X Milsoft Engineering Operations Outage Management Distribution Management System AutoCad & DWG AutCad Drawings ArcFM GIS Desktop and PortalAutoCad Engineering OpenFlows Flowmaster Engineering Calcs Laboratory and Analysis X-Lims Lab Software MARS Water Meter Testing Surface Water Modeling System USACE hydrologic model EPA SWMM storm water modeling Geolocation/ Visualization of the Utility Network Iconics Gen64 *Esri ArcGIS Enterprise InfoWater GeoSpacial Water Tool Customer Data Esri ArcGIS Pro (Suite) v 3.X GraniteNet Video Inspection MiniTab 17 Statistical Analysis CombiVis 6 Electric Usage DataWater Usage Data X Poudre Water Quality Network (PWQN) Eleveo Workforce Management UtilityAPI Data Consent Authenticate customers authorize data sharing ArcFM Designer ArcFM Mobile Uview Web read-only webmaps *Esri ArcGIS Enterprise *Esri ArcGIS Enterprise - ArcGIS Dashboards - ArcGIS QuickCapture - ArcGIS Survey123 - ArcGIS Workforce - ArcGIS Sites - ArcGIS Field Maps - ArcGIS StoryMaps - ArcGIS Experience Builder - ArcGIS Map Viewer 4TMG Confidential – for use by City of Fort Collins authorized personnel only Application Workshops 4Technology Roadmap v1.0 3/10/2025 Phase 5 Technology RoadmapTechnology Roadmap Value for Fort Collins •Aligns technology initiatives to FCU’s City goals •Creates clear vision for FCU’s future Strategic Clarity & Alignment •Meets current demands •Supports future growth •Considers emerging technologies •Establishes clear path for CIS, EAM, ADMS, CX, GIS Future-Proof FCU •Cultivates collaboration and buy-in •Delivers enhanced tools and solutions Customer & Employee Centricity •Helps forecast resource needs - technology, capital, expense, resource •Improves financial visibility - capital underutilization & expense overutilization Financial & Resource Planning Enable a future-ready utility where technology empowers our employees to fulfill commitments to people, communities, and the environment. •Facilitates clear view of upcoming projects •Reduces likelihood of reactive decisions Informed Decision-Making 5TMG Confidential – for use by City of Fort Collins authorized personnel only Application Workshops 5Technology Roadmap v1.0 3/10/2025 Digital Network Models/GIS Tech Management 2025 2026 2027 2028 2029 Maximo Upgrade to MAS9 MaxP1: Maximo for Water & Electric Meter Shop Upgrade DataSplice V7 MaxP7: Substations MaxP5: Design/Build Work Management MaxP6: Serialized Equipment MaxP4: Electric Structure Asset Management MaxP3: Electric Distribution Asset Inspection MaxP2: Warehouse Data Conversion & Configuration MaxP8: DataSplice to MaxHydraulic Modeling Upgrade Address Management System Migrate Maps on GeoCortex Align ArcFM & ArcPro Model ArcMap Retirement GIS Migration & Implementation Digital Accessibility Citywide Digital Experience Platform CIS Billing Replacement Eleveo Data Migration Eleveo Work Mgmt. Sys Strategy & Implementation Customer Contact Center Optimization Customer Digital Experience Expand Interactive Voice Response Capability & Improve Customer & Employee Digital Experience Tenant Manage API (TMA) Upgrade/Migration to SaaS Datawarehouse & Data Lake BuildCache la Poudre River (CLPR) Quality Dashboard Program Delivery OCM Outage Management System(OMS) Transition Advance/Distributed Management System (A/DMS) Procurement & Implementation OMS Procurement & Implementation Water Head-End System Communication License, Permit, & Code Enforcement PRPA & FC Distributed Energy Resource Mgmt. System(DERMS) Integrated Strategy & Implementation Intellisource Integration PRPA & FC DERMS Optimization Roadmap Governance Geographical Information System(GIS) Governance Project Management Office Enterprise Architecture Application Ownership Business Relationship Manager(BRM)/Technology Relationship Manager(TRM) Organizational Change Management (OCM) & Business Process Mgmt.(BPM) Governance Budget/Capacity Planning Digitalization Data Management Work & Asset Lifecycle Management Legend:Analysis & Planning PhaseImplementation Phase Strategies/GovernanceRoadmapIn Flight Water Work & Asset Mgmt. Strategy 6TMG Confidential – for use by City of Fort Collins authorized personnel only Application Workshops 6Technology Roadmap v1.0 3/10/2025 Phase 5 Technology RoadmapRoadmap - Change Saturation Summary Change Categories: •Process, •Technology, •Job Skills, •Customer Interaction Sum of In-Flight projects planned during each half-year indicate: •Average of 8-12* in-flight projects (years 2025-27) •One substantial project scheduled yearly Note: •Peak change saturation occurs mid-2025 through mid- 2026 •Concurrent “substantial” projects occur 2025-1H thru 2026-1H Minimal Will not significantly change workflows or responsibilities. Limited amount of training required. Moderate Different workflows and introduce new processes; Impacts some employees and groups; Some training and communication required Substantial Significant change that directly impacts current processes and systems; Impacts many employees or departments; Comprehensive training and corresponding communications required 12*8*12*11*7*6*6*5*12* LPCE & launch of ADMS/DMS CIS Upgrade & launch of LPCE 7TMG Confidential – for use by City of Fort Collins authorized personnel only Application Workshops 7Technology Roadmap v1.0 3/10/2025 Phase 5 Technology RoadmapKey Risks #Category Risk Title Probability Impact Threat Action 1 Roadmap Governance Challenges to staff both roadmap governance, projects, and operations 5-Highly Likely 4-Major High Reduce 2 Project Delivery Budget constraints 4-Likely 4-Major High Reduce 3 TMO, STO, OCM, PMO, and BPM Lack of commitment to minimize software changes and adhere to industry/product best practices 4-Likely 4-Major High Reduce 4 Project Delivery Lack of project delivery maturity, methods, and tools 4-Likely 4-Major High Reduce 5 Application Ownership Lack of application ownership 3-Possible 4-Major High Monitor 6 Project Delivery Vendor failure to perform 3-Possible 5- Critical Medium Transfer 7 Data Management Lack of a governance model 3-Possible 4-Major Medium Reduce 8 Data Management Poor data (i.e. digital network model)3-Possible 4-Major Medium Transfer 9 TMO, STO, OCM, PMO, and BPM Ineffective change management, training and communication program for the roadmap and the projects 3-Possible 4-Major Medium Reduce 10 Technology Management Lack of mature IT enterprise architecture 3-Possible 4-Major Medium Reduce 8TMG Confidential – for use by City of Fort Collins authorized personnel only Application Workshops 8Technology Roadmap v1.0 3/10/2025 Phase 5 Technology Roadmap Cultivate Proactive & Strategic Mindset Shift to a more proactive and strategic mindset for technology investments Shift our Mindset on How We Make Technology Investment Decisions FCU has challenges keeping application versions current and completing projects as planned. Going forward, we must: FuturePast Siloed Utility Service Area Decisions Conservative Experimentation Reactive Prioritization (End of Life) Tactical Solution Thinking Think Capability Advancement Prioritize investments that advance FCU capabilities Innovate Rally around innovative & future-focused decision-making Identify projects with input from across FCU and establish a well-defined evaluation structure Collaborate on Project Ideas & Evaluation 9TMG Confidential – for use by City of Fort Collins authorized personnel only Application Workshops 9Technology Roadmap v1.0 3/10/2025 Phase 5 Technology RoadmapHow You Can Help You are a key part of making a shift in mindset happen…. Communicate Transparency Ensure your teams understand why this matters - explain why focus on strategic capabilities is critical Pave the way for the shift in mindset - help guide FC through the transition Serve as a Change Agent Remain Actively Engaged Express your support - executive commitment encourages others to engage Understand Concerns Acknowledge that change is often harder than expected - be realistic about how FCU will navigate