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Home My WebLink AboutCORRESPONDENCE - RFP - 8225 MAXIMO CONSULTING SERVICES (10)WORK ORDER PURSUANT TO A MASTER AGREEMENT BETWEEN THE CITY OF FORT COLLINS AND EXCERGY CORPORATION WORK ORDER NUMBER: MAX_PROJTECH PROJECT TITLE: Maximo Enterprise Project Technical Support. ORIGINAL BID/RFP NUMBER & NAME: 8225 Maximo Consulting Services MASTER AGREEMENT EFFECTIVE DATE: March 28, 2016 OWNER’S REPRESENTATIVE: Rick Morford WORK ORDER COMMENCEMENT DATE: March 18, 2019 WORK ORDER COMPLETION DATE: April 17, 2020 MAXIMUM FEE: (time and reimbursable direct costs): $198,080.00 PROJECT DESCRIPTION/SCOPE OF SERVICES: Excergy is tasked with Implementing Maximo for Fort Collins Utilities – Task #1 WFO Water Distribution is for, but not limited to, Technical Support, Maximo Configuration, UAT, Training & Knowledge Transfer, Deployment and Go-Live support. Service Provider agrees to perform the services identified above and on the attached forms in accordance with the terms and conditions contained herein and in the Master Agreement between the parties. In the event of a conflict between or ambiguity in the terms of the Master Agreement and this Work Order (including the attached forms) the Master Agreement shall control. The attached forms consisting of 8 pages are hereby accepted and incorporated herein, by this reference, and Notice to Proceed is hereby given after all parties have signed this document. SERVICE PROVIDER: Excergy Corporation By: Date: Name: __James Ketchledge Title: CEO & President REVIEWED: Date: Pat Johnson, Senior Buyer ACCEPTANCE: Date: Gerry Paul, Purchasing Director (if greater than $60,000) ACCEPTANCE: Date: Theresa, Deputy Director, Utilities ACCEPTANCE: Date: Coy Althoff, Utilities Asset Manager DocuSign Envelope ID: 50E7DF9A-0654-4727-9B20-9CF233A255B0 3/15/2019 3/15/2019 3/19/2019 3/19/2019 3/19/2019 3/19/2019 OWNER’S ACCEPTANCE & EXECUTION: This Work Order and the attached Contract Documents are hereby accepted and incorporated herein by this reference. ACCEPTANCE: Date: Rick Morford, Project Manager Attachments added here: Attachment A Work Order MAX_PROJTECH, WFO Water Distribution Scope of Work Task #1 WFO Water Distribution Implementation Task 2 Objective: Work Order MAX_PROJTECH is to cover Excergy’s work assisting Fort Collins with Water Distribution Maximo Project implementation. Tasks to be covered by this objective are, but not limited to, technical support, mobile viewer configuration support, UAT, end-user training, and go-live / post production support. This support objective will be executed for the following Maximo implementation sub-tasks. Sub-Task 1: Technical Support This task is for Excergy, upon request from the City of Fort Collins, to provide support in the following areas of Sub-Task 1. Assist with migrating and converting Water Utility Management System data to Maximo in support of Water Distribution project implementation. Data Migration Excergy will migrate WUMS data into Maximo. The City of Fort Collins will provide support in the execution of this task. Data Conversion & Data Load: Fort Collins project team will manage data conversion and data loading of WUMS data both into GIS and Maximo. Excergy will provide support in the execution of this task. Work History Conversion Excergy will convert WUMS work history into Maximo in support of the Water Distribution implementation. The City of Fort Collins will provide support in the execution of this task. Estimated hours for this task and sub-tasks are shown in Attachment C. Excergy Deliverables for this task • Assist with Migrating, converting, and/or loading Water Distribution data • Convert and migrate Water Distribution WUMS work history data to Maximo as required • Maintain communications (email/voice/other) DocuSign Envelope ID: 50E7DF9A-0654-4727-9B20-9CF233A255B0 3/19/2019 • If requested review, edit, or provide feedback following data migration or map service development • Participate in/support scheduled bi-weekly meetings, which may include teleconferences or online with appropriate staff as requested • Provide report of labor hours spent in support of this task • Execute consulting tasks and activities as required Utility Deliverables for this task • Refresh all Maximo environments as needed in support of the Water Distribution Maximo implementation • Upon request from Excergy, aid with Work History conversion • Participate in support meetings, which may include teleconferences or online with appropriate utility personnel • Provide administrative/logistics/meeting support for this task • Maintain communications (email/voice/other) • Review, edit, or provide feedback as necessary to finalize task deliverables • Execute utility tasks and activities as needed Sub-Task 2: Maximo / DataSplice Configuration: This task is for Excergy, upon request from the City of Fort Collins, to provide support in the following areas of Sub-Task 2. Assist in the development and configuration of Maximo & Datasplice map services, and to participate in Prototype Sessions in support of the Water Distribution Maximo project implementation. Bi-weekly Implementation Reviews: The City of Fort Collins will schedule and manage all bi-weekly implementation meetings in support of Maximo / Datasplice configuration work. Initial Configuration & Mapping: The City of Fort Collins will handle configuration and mapping tasks in support of the Maximo / Datasplice configuration. Prototype Sessions: The City of Fort Collins will schedule and manage all prototype sessions with the assistance of its mobile vendor in support of the Maximo / Datasplice configuration. Estimated hours for this task and sub-tasks are shown in Attachment C. Excergy Deliverables for this task • Upon request from the City of Fort Collins, support initial configuration and map service development • Upon request from the City of Fort Collins, participate in Bi-weekly Implementation meetings which may include teleconferences or online with appropriate Excergy staff • Upon request from the City of Fort Collins, participate in Bi-weekly DocuSign Envelope ID: 50E7DF9A-0654-4727-9B20-9CF233A255B0 Prototype Sessions • Upon request from the City of Fort Collins, aid/support for Prototype sessions • Maintain communications (email/voice/other) • Execute consulting tasks and activities as required Utility Deliverables for this task • Participate in support meetings, which may include teleconferences or online with appropriate utility personnel • Participate in Bi-weekly Prototype Sessions • Provide administrative/logistics/meeting support for this task • Maintain communications (email/voice/other) • Record and document all Prototype session and implementation meetings • Distribute all meeting documentation to the City of Fort Collins Utilities staff and Excergy team members participating in implementation review meetings Sub-Task 3: UAT – User Acceptance Testing This task is for Excergy, upon request from City of Fort Collins, to provide support in the following areas of Sub-Task 3. User Acceptance Testing and Maximo configuration changes based on UAT feedback, and/or training documentation changes as a result of UAT feedback. User Acceptance Testing: Excergy will make configuration changes to Maximo as determined by UAT feedback. Configuration Feedback: The City of Fort Collins will manage or approve any and all configuration changes identified during UAT. Documentation Feedback: The City of Fort Collins will manage or approve any and all changes to documentation, training or otherwise, identified during UAT. Estimated hours for this task and sub-tasks are shown in Attachment C. Excergy Deliverables for this task • Upon request from the City of Fort Collins, will aid/support final configuration changes following UAT • Upon request from the City of Fort Collins, will participate in Bi-weekly Implementation meetings which may include teleconferences or online with appropriate Excergy staff • Upon request from the City of Fort Collins, will aid/support User Acceptance Testing (UAT) • Maintain communications (email/voice/other) DocuSign Envelope ID: 50E7DF9A-0654-4727-9B20-9CF233A255B0 • Execute consulting tasks and activities as required Utility Deliverables for this task • Refresh all Maximo environments as needed in support of the Water Distribution Maximo implementation • Participate in User Acceptance Testing (UAT), which may include teleconferences or online with appropriate utility personnel • Provide administrative/logistics/meeting support for this task • Maintain communications (email/voice/other) • Record and document all support meetings • Distribute all meeting documentation to the City of Fort Collins Utilities staff and Excergy team members participating in UAT reviews • Distribute all meeting documentation to the City of Fort Collins Utilities staff and Excergy team members Sub-Task 4: Training: This task is for Excergy, upon request from City of Fort Collins, to provide support in the following areas of Sub-Task 4. Develop Maximo end-user training documentation and conduct end-user training in support of the Water Distribution Maximo project implementation. Datasplice mobile viewer Training Documentation: Excergy may be periodically asked to collaboration with the City of Fort Collins mobile vendor to develop end-user training documentation for the Datasplice mobile viewer. This development task will be conducted with oversight by the City of Fort Collins. End-User Training: The City of Fort Collins will schedule, conduct or manage all end-user training for the Datasplice mobile viewer with the assistance of the City’s mobile vendor. Excergy will develop all Maximo end-user training documentation and conduct all Maximo end-user training. The City of Fort Collins in collaboration with Excergy will schedule and manage all Maximo end-user training sessions. Estimated hours for this task and sub-tasks are shown in Attachment C. Excergy Deliverables for this task • Upon request from the City of Fort Collins, and in collaboration with the city’s mobile vendor develop end-user training documentation for the Datasplice mobile viewer. • Develop Maximo end-user training documentation • Conduct all Maximo end-user training • Participate in Bi-weekly Implementation meetings which may include teleconferences or online with appropriate Excergy staff • Aid/support training sessions • Maintain communications (email/voice/other) DocuSign Envelope ID: 50E7DF9A-0654-4727-9B20-9CF233A255B0 • Execute consulting tasks and activities as required Utility Deliverables for this task • Refresh all Maximo environments as needed in support of the Water Distribution Maximo end-user training • Schedule and manage all Datasplice mobile viewer training sessions. • Schedule and manage all Maximo end-user training sessions. • Participate in support meetings, which may include teleconferences or online with appropriate utility personnel • Provide administrative/logistics/meeting support for this task • Maintain communications (email/voice/other) • Record and document all support meetings Sub-Task 5: Go-Live / Post Production: This task is for Excergy, upon request from City of Fort Collins, to provide support in the following areas of Sub-Task 5. Migrate the final WUMS work order history into Maximo and assist with staging the Water Go-Live. Final Work History Conversion: Excergy will do the final WUMS work history conversion into Maximo in support of the Water Distribution implementation. The City of Fort Collins will provide support in the execution of this task. Go-Live: The City of Fort Collins will stage and schedule any & all ride-alongs as needed for this task during the Go-Live week. Post Production: The City of Fort Collins will schedule and manage all post production activities. Estimated hours for this task and sub-tasks are shown in Attachment C. Excergy Deliverables • Upon request from the City of Fort Collins, aid/support for Go-Live • Perform Final migration of Water Distribution WUMS work history data to Maximo as required • Maintain communications (email/voice/other) • If requested review, edit, or provide feedback following final conversion and migration of WUMS work history data • Participate in/support scheduled bi-weekly meetings, which may include teleconferences or online with appropriate staff as requested • Execute consulting tasks and activities as required DocuSign Envelope ID: 50E7DF9A-0654-4727-9B20-9CF233A255B0 Utility Deliverables for this task • Assist Excergy as needed with Water Distribution work order history conversion and migration • Stage and schedule Go-Live together with Ride-along • Coordinate with City of Fort Collins HelpDesk to setup support • Participate in support meetings, which may include teleconferences or online with appropriate utility personnel • Provide administrative/logistics/meeting support for this task • Maintain communications (email/voice/other) • Record and document all support meetings • Distribute all meeting documentation to the City of Fort Collins Utilities staff and Excergy team members Attachment B Excergy Work Order MAX_PROJTECH: WFO Water Distribution Scope of Work Schedule DocuSign Envelope ID: 50E7DF9A-0654-4727-9B20-9CF233A255B0 ATTACHMENT C Excergy Work Order MAX_PROJTECH: WFO Water Distribution implementation Price Compensation: Labor rates are determined by the Professional Services Agreement - 8225 Maximo Consulting Services. Contractual rates in the PSA are shown below. DocuSign Envelope ID: 50E7DF9A-0654-4727-9B20-9CF233A255B0 Task Labor Costs breakdown: Labor costs by role, name, and job title are shown in the table below. Reimbursable Direct Costs: a breakdown in Excergy reimbursable costs section Reimbursable direct costs take the form of travel related costs. Total travel costs (Reimbursable Expenses) for the period of performance identified by Attachments A, work order scope, and B, work order schedule, will be charged against a travel blanket work order. Figure 2 Labor Costs breakdown Labor Direct Costs Total Not to Exceed (NTE) $198,080.00 $0.00 $198,080.00 DocuSign Envelope ID: 50E7DF9A-0654-4727-9B20-9CF233A255B0