HomeMy WebLinkAboutWORK ORDER - RFP - 8777 GEOGRAPHIC INFORMATION SYSTEM EDITING TOOLS AND GRAPHIC WORK DESIGN SOLUTIONProfessional Services Agreement
Task Order 1
In accordance with the terms and conditions of the Professional Services Agreement effective February
8, 2019 between the City of Fort Collins, Colorado, a municipal corporation (Client) and Telvent USA,
LLC (Contractor), this Task Order authorizes delivery of the Services described and in accordance with
the terms, schedule, and start/end date(s) specified below.
1. Scope of Work: See attached scope entitled, “Geographic Information Systems Editing Tools and
Graphic Work Design Implementation.”
2. Contract Type (FFP or T&M): Fixed Price.
3. Total Task Order Value: $431,045 to be paid in accordance with the following milestone schedule.
Milestone # Task # Description Cost
1 1, 2.1, 2.2
Project Initiation, Integration Requirements
Gathering, Data Model Review
$46,710.00
2 2.3 Business Process and Design Lifecycle Review $25,990.00
3 3 Built & Development Phase $172,045.00
4 4 Implementation Planning $13,600.00
5 5 Test and Acceptance Planning $10,400.00
6 6
Installation & Configuration in the FCU Test
Environment
$30,400.00
7 7
Compatible Unit Library & Designer Favorite
Definition
$25,500.00
8 8 FAT & SAT Testing $67,900.00
9 9 Training $21,400.00
10 10 Go-Live $17,100.00
Total $431,045.00
4. Delivery Schedule or Start/End Date(s) for Each Deliverable: See attached scope of work.
5. Special Considerations: None
6. Contractor Project Manager: Scott Addington
Client Project Manager: Mike Margenau
Signatures to follow on next page
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ACCEPTED AND AGREED:
City of Fort Collins, Colorado TELVENT USA, LLC
(Client) (Contractor)
Signature: Signature: _______________________
Printed Name: Gerry Paul Printed Name: Drew Ditter___________
Title: Purchasing Director Title: Director of Operations__________
Date: ______________________________ Date: ___________________________
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2/19/2019 2/19/2019
Scope of Work
Geographic Information Systems Editing
Tools and Graphic Work Design
Implementation
P r epared f o r :
City of Ft. Collins
Proposal Date: 2/18/2019
2620 E. Prospect Rd., Suite 130
Fort Collins, CO 80525
Contact: Lisa Clark
Phone (970) 237-5576
www.schneider-electric.com
lisa.clark@se.com
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Telvent USA, LLC is a wholly owned subsidiary of Schneider Electric Grid Automation, Inc., operating under the
Schneider Electric brand, while maintaining the legal name of Telvent USA, LLC.
Telvent USA, LLC maintains its headquarters at 2620 E. Prospect Rd., Suite 130; Fort Collins, CO 80525
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INTRODUCTION ............................................................................................................................................... 1
PROJECT ASSUMPTIONS .................................................................................................................................. 1
PROJECT MANAGEMENT ................................................................................................................................. 2
PROPOSED SERVICES ....................................................................................................................................... 2
1 PROJECT INITIATION ................................................................................................................................ 2
1.1 PROJECT KICK-OFF ............................................................................................................................... 2
2 ANALYSIS & DESIGN ................................................................................................................................ 3
2.1 DATA MODEL REVIEW ........................................................................................................................... 3
2.2 CUSTOM COMPONENTS AND INTEGRATIONS FUNCTIONAL REQUIREMENTS REVIEW .................................................. 4
2.3 ELECTRIC DESIGNER BUSINESS PROCESS, DESIGN-LIFECYCLE REVIEW AND CONFIGURATION ANALYSIS WORKSHOPS ........... 5
3 DEVELOPMENT ....................................................................................................................................... 6
3.1 PREPARE SCHNEIDER ELECTRIC DEVELOPMENT ENVIRONMENT ........................................................................... 6
3.2 DEVELOPMENT .................................................................................................................................... 7
4 IMPLEMENTATION PLANNING ................................................................................................................. 7
5 TEST AND ACCEPTANCE PLANNING .......................................................................................................... 8
6 INSTALLATION AND CONFIGURATION OF THE CITY TEST ENVIRONMENT ................................................... 9
7 COMPATIBLE UNIT LIBRARY AND FAVORITES DEFINITION ....................................................................... 10
7.1 COMPATIBLE UNIT LIBRARY (CU) DEFINITION WORKSHOP ............................................................................. 10
7.2 POPULATE DESIGNER COMPATIBLE UNIT LIBRARY ........................................................................................ 10
7.3 CU FAVORITES WORKSHOP ................................................................................................................... 10
8 TESTING ................................................................................................................................................ 11
8.1 FACTORY ACCEPTANCE TESTING (FAT) ..................................................................................................... 11
8.2 SYSTEM ACCEPTANCE TESTING (SAT) ....................................................................................................... 11
9 TRAINING ............................................................................................................................................. 13
9.1 WORKING WITH ARCFM ...................................................................................................................... 13
9.2 WORKING WITH DESIGNER .................................................................................................................... 14
9.3 WORKING WITH ARCFM MOBILE ........................................................................................................... 15
10 GO-LIVE ................................................................................................................................................ 15
10.1 ON-SITE PRODUCTION CUT-OVER SUPPORT (GO-LIVE) ................................................................................. 15
10.2 ON-SITE PRODUCTION SUPPORT ............................................................................................................. 16
10.3 REMOTE PRODUCTION SUPPORT ............................................................................................................. 16
PROPOSED PROJECT SCHEDULE ..................................................................................................................... 17
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Introduction
Schneider Electric is submitting this Statement of Work (SOW) to The City of Ft. Collins
Utilities Light and Power Operations (City) for the implementation of a Geographic
Information System Editing Tools and Graphic Work Design Tools. This document outlines
the tasks and services required for the implementation of Schneider Electric’s ArcFM,
Designer 10.6.1, Network Adapter and ArcFM Mobile.
Project Assumptions
The services provided in this scope will be completed through a combination of on-
site and remote tasks.
The City shall provide all required facilities and equipment for on-site meetings and
is to ensure participation of proper representatives for scheduled project meetings
and/or events.
The City will have all necessary hardware, network equipment, and 3rd party
software installed prior to the initiation of the project.
The City and Schneider Electric each will provide a core team for the duration of this
SOW. Each team also provides a project manager as the main point of contact and
coordination for the respective team. Project flow of control, schedule and
logistical planning will be made through each team's project manager. The City and
Schneider Electric team members shall answer questions; provide information,
decisions and deliverables promptly following agreed-to schedules and timelines.
The City will make use of off-the-shelf components, where possible. This may
require adopting new approaches to the way some functions are accomplished. The
advantages of off-the-shelf components are that they are commercially available,
used at many sites, reflect the input of that user community, and supported under
the software maintenance agreement.
Schneider Electric will apply standard ArcFM configuration to the datasets including
favorites, field properties, Autoupdater assignment, model name assignment,
stored displays, page templates, and standard symbology.
Schneider Electric will provide an Out of the Box (OOTB) Test Plan that will be used
during Factory Acceptance Testing (FAT) and System Acceptance Testing (SAT). The
plan will define the OOTB test scripts and steps to be performed during formal
testing of the ArcFM solution suite.
The City will provide Schneider Electric remote access to the system to assist in the
implementation and troubleshooting of issues should they arise during
implementation.
The City will provide and maintain the costs associated with Compatible Units (CUs).
The City CU data must provide associated costs.
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City team members will be responsible for creating any specific design stored
displays, page templates or map books.
Migration or cleansing of GIS data is not included in Schneider Electric’s scope.
Project Management
During the project, the Schneider Electric Project Manager will report to the City Project
Manager. Schneider Electric project management includes, where required:
Manage the Schneider Electric portion of the project on a day-to-day basis
Define and manage project constraints and schedule with the City’s project manager
Identify and manage the resolution of project issues, including the communication
of Schneider Electric-identified issues to City’s project manager
Identify and manage all change management related issues or items with the City’s
project manager
Conduct bi-weekly project conference calls or on-site meetings with the City. The
conference call will also provide a mechanism for reviewing the overall status of the
project. Meeting minutes will be distributed by Schneider Electric.
Weekly summary report detailing the week’s activities and upcoming tasks.
Preparing monthly-weekly project reports that include:
o A summary of the overall status of the project, percent complete,
milestone list, etc.
o A schedule update, and Schneider Electric’s expectations for on-time
project completion
o A summary of completed tasks, percent completed per the schedule
o A summary of tasks currently underway and a description of their status
o Upcoming near-term tasks that need to “hit the radar screen”
o Issues requiring attention
o Open items not resolved from previous meeting
o Potential risks to the project and recommendations for resolution
Submittal of invoices
Milestone Acceptance forms
Proposed Services
1 Project Initiation
1.1 Project Kick-Off
Schneider Electric and The City will initiate the project with an on-site Project Kickoff
meeting. During the meeting, the Schneider Electric and the City teams will review the
drivers & goals of the project to confirm the objectives and ensure that both teams are
working toward them together. Schneider Electric will review the scope of work and the
project plan and discuss the requirements, tasks, deliverables, timeline, and The City
responsibilities. The team will then cover the administrative framework for managing
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the project. Project controls such as communication protocols, business processes, and
change control processes will also be defined during this task.
The City will assign key personnel to support the project as described in the assumptions
and will ensure each is available and can provide necessary support at the required
times over the course of the project. The City will ensure the individuals assigned
possess the appropriate skills and are authorized to participate in decisions made over
the course of the project.
The agenda for this meeting shall be as follows:
Introduce Schneider Electric and the City team members
Review the Scope of Work, project plan, and project activities
Review deliverables
Confirm the work schedule and project delivery approach (parallel tasks vs.
serialized execution)
Discuss and define all the City and Schneider Electric responsibilities required to
complete the project
Review change control, communication, and escalation protocols
Identify project status reporting procedures and frequency
Identify project risks and issues, and plan mitigation where appropriate.
Schneider Electric Deliverable(s):
Lead the Kick-Off Meeting
City Responsibilities:
Attendees are invited in advance and are present during the meeting
Be prepared to assign project roles as noted above
2 Analysis & Design
2.1 Data Model Review
Schneider Electric will begin the Data-Modeling Workshop with a review of the data
modeling process, data model principles, and the off-the-shelf data model. The team
will then step through and identify necessary modifications to the data models. The
following data models will be altered to support any existing data sources that City
wishes to migrate forward. The team will also review and document the annotation
requirements.
City will prepare for the workshop by surveying all applicable data sources and being
prepared to provide information about data requirements and any data sources to be
migrated.
Schneider Electric will provide a Findings Report to the City defining any modifications
required to the data model. The City will be responsible making the necessary
modifications. A change order will be required should the City wish Schneider Electric to
make any modifications or update the City’s data model or schema.
Schneider Electric Deliverable(s):
Review the standard ArcGIS/ArcFM Distribution data model and schema
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Provide a Findings Report with any modifications required
Update the data model as required
Marked-up Logical Data Models containing alterations identified in the workshop
Annotation definitions spreadsheet
Lead a three (3) day onsite Data-Modeling Workshop at City offices to be attended by all
members of the City core team.
City Responsibilities:
Provide logistics for the meeting (conf. room, projector)
Ensure attendees are invited in advance and are present during the workshop
Compile and present all necessary information regarding existing data stores.
2.2 Custom Components and Integrations Functional Requirements Review
Schneider Electric will travel onsite to conduct a workshop to further gather
requirements for the City’s custom enhancement requests that are currently considered
in scope for this project.
The following requirements are in scope and will be developed in Task 3.2. The
functional requirements review will serve as a design task for these requirements:
“Custom enhancement to modify the costing engine in Designer/Workflow manager
to provide a suitable replacement for Estimate based on current calculations and
reports currently available in Estimate.”
Custom enhancement to develop integrations currently in place with Estimate to
the Materials and JDE databases for updating costing information in
Designer/WFM”
Design_057 - The LPO GIS Solution will support "Partial Posting", whereby as
sections or components of a Job Design are completed, the required objects can be
posted to the GIS independently of the remaining (to be constructed) component of
the Job Design.
Design_028 - The LPO GIS Solution shall have the ability to use another Design job as
a reference for an existing Design job
Schneider Electric Deliverable(s):
Lead the on-site Requirements Gathering Workshops
Draft and final Requirements Document
Milestone Acceptance Form
City Responsibilities:
Provide the hardware and meeting space required for the workshop including conference
space and overhead projector
Coordination of attendees to ensure required representation
Review and comment on the draft document within five (5)-business days.
Formal approval/sign-off on the Requirements Document
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2.3 Electric Designer Business Process, Design-Lifecycle Review and Configuration
Analysis Workshops
Schneider Electric will host a series of on-site workshops over a three (3)-week period to
define the City Business Process and Design Lifecycle requirements. The following
workshops will be completed during this task:
The City Electric Business Process Review – 3 Days
The City Electric Design Lifecycle Review – 4 Days
Configuration Analysis Workshop – 5 Days
Electric Business Process & Design-Lifecycle Reviews: Schneider Electric will lead two (2)
on-site workshops to define the City’s Electric Business Process and Design Lifecycles.
The workshops topics and discussions will ensure that all parties understand the
workflow proposed and how it will meet the business needs of the City.
The following items will be defined during the workshops:
Options and best practices, resulting in the proposed design workflow.
The City processes and practices.
Fitting Designer into an adjusted process.
The City Job Types
At what point, or points, in the design life-cycle the Designer features are moved
from the design feature classes to the as-built feature classes
What processes are run to indicate that a portion of a job has been constructed and
should be completed, while other sections of the job are still under construction or
in a planned state
What approval steps are required and how people are notified that they have jobs
in their queue awaiting approval.
Configuration Analysis Workshop: Schneider Electric will lead on-site workshop for up
to five (5)-business days that will focus on the configuration of the Geodatabase
schema, ArcFM Designer and Network Adapter tools. The workshop will focus on the
City enterprise level configuration requirements and how to define and configure the
Designer tools, along with core ArcFM configuration requirements for sketching, design
printing, and workflow management.
The primary goal of the workshop is to ensure that appropriate knowledge transfer is
provided on the configuration tasks so that the City core team members have the skills
necessary to complete any additional configuration after the workshop is complete.
Topics to be covered during this workshop include:
ArcFM, Designer 10.6.1, Workflow Manager, and Network Adapter
Extended data
Work Locations
Existing Network
Discussion of Design Symbology
Geodatabase level configuration
o Configuration
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o ArcFM tools Model Name configuration
Workflow and Business Process Review
o User, roles, and permissions
o State & Transition configuration
o Base parameter configuration
Once the workshops are completed, Schneider Electric will create a Workflow Definition
and Configuration Design Document that summarizes the results of the workshops,
details the work performed in each step of the business process, and defines the
workflow that will be configured to include the Roles, States, Transitions, and subtasks
associated with each task and nodes. The document will also outline the steps
necessary to upgrade Geodatabase to support Designer.
Schneider Electric will provide the Workflow Definition and Configuration Design
Document to the City for review. The City will have up to five (5) business days to review
and provide written comments back to Schneider Electric. Schneider Electric will lead a
conference call to discuss the City comments, and based upon the results of the call, will
update the document with mutually agreed upon comments. A final version will be
delivered to the City for final acceptance.
Schneider Electric Deliverable(s):
Lead the defined workshops
Draft Workflow Definition & Configuration Design Document
Lead conference call reviewing the City comments on the draft document
Final Workflow Definition & Configuration Design Document that incorporated mutually
agreed upon changes.
Milestone Acceptance Form
City Responsibilities:
Review and comment on the draft document with five (5) business days
Ensure that the appropriate The City personnel are invited and attend the document
comment review conference call.
Formal approval of the Workflow Definition and Configuration Design Document
3 Development
Schneider Electric will implement ArcFM, Designer, Designer configurations, and
perform unit testing in a development environment in the Schneider Electric offices in
Ft. Collins, CO. The goal of this environment is to implement the solution using the
approved documentation from Task 2 prior to implementation in a City environment.
3.1 Prepare Schneider Electric Development Environment
Schneider Electric will establish a development environment in the Schneider Electric
Offices in Ft. Collins, CO. This environment will be used to implement the ArcFM and
Designer system, load the geodatabase export provided by the City, implement
workflow manager, network adapter, develop and test the integrations and components
approved for this scope of work.
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Schneider Electric Deliverable(s):
Final configuration of ArcFM, Designer and Network Adapter including all items discussed in
the configuration workshop.
Designer and Workflow Manager configured on a geodatabase using the approved
Designer/Workflow definition document
Implementation of the City Data Model
City Responsibilities:
None
3.2 Development
This task will serve as the formal development of requirements agreed upon in Task 2.2.
The Schneider Electric development task is as follows:
Based on the approval of the design artifacts from Task 2.2, Schneider Electric will
document requirement use cases and technical design in the form of a component
specification document. Schneider Electric will review the specification internally to
ensure it uses the best approach and that all portions of the design have received
adequate emphasis. This review will also ensure the design addresses all the approved
requirements.
The City will have up to five (5)-business days to review and approve the component
specification document. Once both parties agree upon the component specifications,
the code development effort will begin.
During this task, Schneider Electric will host up to four (4) one (1) hour WebEx-based
User Interface (UI) Review for each of the developed components to ensure that the
City is satisfied with the design and application of the approved requirements. Schneider
Electric anticipates that no major changes will be required because of the UI prototype
review sessions.
Schneider Electric will then finalize development, unit test, and develop the installation
and configuration guides.
Schneider Electric Deliverable(s):
Draft and final copies of the Component Specification documents
Hosted WebEx conference calls and demonstrations for the components
Development and unit testing of the components
Installation and configuration guides
Milestone Acceptance Form
City Responsibilities:
Coordination of attendees for UI Review to ensure required representation
Approve the component specifications and development prototypes
4 Implementation Planning
Schneider Electric will work with the City and provide support for the completion of
implementation planning artifacts. Schneider Electric will provide the necessary
functional steps, technical details, and best practices to support the creation of an
Implementation Plan and Contingency Plan. The City is responsible for developing the
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defined plans. Schneider Electric’s role will be to provide the necessary inputs for the
Designer system, developed integrations and components defined in this scope of work.
Schneider Electric Deliverable(s):
Provide support for the development of the implementation planning artifacts
Provide the functional steps, technical details, and best practices for the implementation of
ArcFM, Designer and Network Adapter
Provide the necessary technical details of the ArcFM, Designer and Network Adapter
systems,, developed integrations and components included in this scope of work
Participate in any required remote meetings
Milestone Acceptance Form
The City Responsibilities:
Draft and Final Implementation Plan and Contingency Plan
5 Test and Acceptance Planning
Schneider Electric will develop a Test and Acceptance Plan (T&AP) with The City that
incorporates the acceptance criteria for the ArcFM and Designer Systems. The T&AP will
provide an overall framework for factory and system acceptance testing detailing the
testing environment, the testing process, the required support for each phase of the
testing, test scenarios, and definition of how the acceptance criteria to move the system
to the next step in the testing process. The T&AP will be used to define acceptance of
the system.
Schneider Electric will develop the out-of-the-box initial draft of T&AP based on the
requirements & acceptance criteria specified in the solution design documentation
completed in this scope of work. The draft plan will be provided to City for review and
comment.
City is responsible for developing the associated test cases/scripts that will be executed
as part of the Test and Acceptance Plan. City will create Workflow-based test scenarios
to perform acceptance testing that will be inserted into the test scenario placeholders. A
draft of the the City test scripts will be provided to Schneider Electric for review.
Schneider Electric will have five (5)-business days to review the test scripts and provide
feedback to City.
The City team will perform a review and suggest changes to the Draft T&AP. The
Schneider Electric Team then will update the Draft T&AP based upon mutually agreed
upon comments and suggestions provided by the City team. Both groups then approve
the final T&AP.
City is responsible for providing written acceptance of the final Test and Acceptance
Plan document within five (5)-business days or less of receipt. Test and Acceptance Plan
approval must occur ten (10) days prior to the start of the testing phase. Testing cannot
commence unless both Schneider Electric and City have approved the plan
Schneider Electric Deliverable(s):
Create a draft version of the Test and Acceptance Plan that incorporates the Schneider
Electric standard baseline functionality testing plans for ArcFM, Designer and Network
Adapter
Lead a review of City comments on the document
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Review the City test cases/scripts as defined
Apply mutually agreed upon changes to the final version of the document
Milestone Acceptance Form
City Responsibilities:
Review and comment on the draft Test and Acceptance Plan document with five (5)-business
days.
Ensure that the appropriate City personnel are invited and attend the Test and Acceptance
Plan comment review conference call
Develop test scenarios/scripts as defined above
Final approval/sign-off of the Test and Acceptance Plan
Task Assumptions:
The test and acceptance plan must be approved no later than ten (10)-business days prior to
the start of Factory Acceptance Testing.
6 Installation and Configuration of the City TEST Environment
A Schneider Electric technical resource will implement the ArcFM and Designer solutions
in a City provided TEST environment. This task includes the following items:
Installation and configuration of ArcFM
Installation and configuration of Designer
Installation and configuration of ArcFM Mobile for Redlining
Installation of configuration of Workflow Manager
Installation and configuration of Geodatabase Manager (GDBM)
Installation and configuration of Network Adapter for WindMil 8
The City will provide all hardware required for the setup of the TEST environment. The
City will ensure all necessary hardware and software are installed and configured prior
to the start of the Schneider Electric task. The City is responsible for resolving all
hardware and third-party software related issues.
Schneider Electric Deliverables:
installation and configuration of the ArcFM and Designer solutions in the City provided TEST
environment
Milestone Acceptance Form
City Responsibilities:
Provide the hardware required for the software installation with compatible OS and network
connectivity
Ensure the software licensing is available for the City server and Schneider Electric software
Provide all required access to complete the installation and testing of the core components
Provide necessary personnel to be on hand for the installation as necessary
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7 Compatible Unit Library and Favorites Definition
7.1 Compatible Unit Library (CU) Definition Workshop
Schneider Electric will lead an on-site workshop for up to five (5)-business days to
discuss the end-to-end considerations for building the CU libraries necessary for this
Designer implementation. This discussion must consider the numerous details of the
CUs themselves (beyond the basic CU-to-Stock Items list), the job “metadata” (indicating
‘rocky soil’ at a Work Location, for instance), and the interpretation of Work Functions
(e.g., Install, Remove) by Designer for the cost/inventory estimation process if required.
The purpose of the workshop is to set City firmly on the path to building the CU
Libraries, with some Schneider Electric assistance.
Schneider Electric Deliverable(s):
Lead the CU Definition Workshop
City Responsibilities:
Build the CU library
Provide logistics for the meeting (conf. room, projector)
Ensure attendees are invited in advance and are present during the workshop
7.2 Populate Designer Compatible Unit Library
The City will be responsible for building the CU Libraries and loading them to Designer.
Schneider Electric will provide up to 40-hours of remote support for the loading of the
City CU’s.
Schneider Electric Deliverable(s):
Provide support as defined above
City Responsibilities:
Populated Designer Compatible Unit Library
7.3 CU Favorites Workshop
Schneider Electric will travel on-site for up to five (5)-business days to provide a
knowledge transfer to the City for mapping CU’s to geodatabase objects, importance of
creating CU favorites, and how to create the different types of system favorites (Simple
favorites, Macro favorites and Composite favorites) in Designer, including templates and
CU filters.
City Designers will bring their most commonly used grouping of CUs and create these
using Designer favorites. Schneider Electric will demonstrate how these are created and
provide knowledge transfer to the City designers so they can create additional favorites
specific to their work activities.
City staff will use the knowledge learned from Schneider Electric and create the
necessary Designer favorites to produce the grouping of CUs needed for their specific
design work. The City will prepare the store displays, work sketches, favorites, and
templates. Schneider Electric will provide up to four (4)-business days of remote support
during the City tasks.
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Additional maintenance and/or adjustments to the CU library will not be performed by
Schneider Electric after the CU favorite’s workshop is completed. The City will manage
all changes to their CU library and CU System Favorites using a combination of the
custom CU Sync Integration tool, the CU Administrator tool and the ArcFM favorites
tool.
Schneider Electric Deliverable(s):
Lead the CU Favorites Workshop
Provide support as defined above
Milestone Acceptance Form
City Responsibilities:
Provide logistics for the meeting (conf. room, projector)
Ensure attendees are invited in advance and are present during the workshop
Create and manage CU favorites
8 Testing
8.1 Factory Acceptance Testing (FAT)
This is a Schneider Electric Task.
Schneider Electric will conduct a remote Factory Acceptance Testing in the City DEV
environment. Testing will include the implemented ArcFM and Designer solutions, and
will be completed based on the approved Test Plan from Task 5.
The Schneider Electric team will fix all Severity 1 and Severity 2 defects in the City DEV
environment, and update the Designer software as necessary. If no issues are identified
based on compliance with the Test and Acceptance Plan, FAT will be considered
complete.
Schneider Electric Deliverables:
Remote Factory Acceptance Testing
FAT Defect report
Defect resolution report
The City Responsibilities:
DEV environment support as required (IT and/or business)
Remote availability for regression testing of resolved FAT defects
8.2 System Acceptance Testing (SAT)
The City shall perform System Acceptance Testing for the ArcFM and Designer solution
software implemented in this project, using the approved Test and Acceptance Plan
from Task 5.
City team members shall record any issues discovered during testing in the issue
tracking system. Schneider Electric will provide a resolution for all discrepancies and will
resolve all Critical or High issues before completion of user acceptance testing and
provide installers should the resolution require a new installer to be created.
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When the City finds a discrepancy, they will first attempt to validate the discrepancy by
reproducing the discrepancy before reporting it to Schneider Electric. Schneider Electric
will work to validate the discrepancy. If Schneider Electric can validate the discrepancy,
it will be recorded as a defect and classified as one of four defect priority levels
(reference the descriptions in the table below).
If Schneider Electric cannot validate the discrepancy, Schneider Electric will ask the City
testing team to either provide more information or to demonstrate how and where the
discrepancy occurs. Based on this information, Schneider Electric will work further to
identify the source of the discrepancy. Schneider Electric may determine that the
discrepancy is not a custom component or application problem but instead a problem
with non-application software, the network, an operator’s use of the system, or a
misunderstanding about how the system’s business rules work.
If Schneider Electric cannot replicate a reported discrepancy, or if the City testing team
cannot demonstrate it, or if it is determined by Schneider Electric that the discrepancy
has another cause not related to the Schneider Electric scope of work, then Schneider
Electric will notify the City testing team that the problem is not a software defect and
identify the cause of the defect. If appropriate, Schneider Electric will recommend an
action to take, or an acceptable workaround.
Severity Description
1
Critical
A Severity 1 defect means that the application or process
does not work as defined in the approved Design Document
and the application or process is stopped with no work
around. The defect(s) may affect multiple users on
frequently used functions.
2
High
A Severity 2 defect is less severe than a Severity 1 defect,
but is the result of a significant problem(s). The defect
severely impairs the process and reduces user productivity.
No work around has been identified by Schneider Electric. It
could be a major problem, which affects a limited number of
users or affects functionality not needed daily.
3
Medium
A Severity 3 defects means that the process has been
impaired but has a Schneider Electric recommended work
around. The user can function near the expected
productivity level. Internal geodatabase structures are
accurate and maintain their integrity.
4
Low
A Severity 4 defect does not have a significant impact on the
process and reflects a minor problem(s).
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During SAT, Schneider Electric will fix all Severity 1 and Severity 2 defects as required
and issue new releases to City. If no issues are identified based on compliance with the
accepted Test and Acceptance Plan criteria, SAT will be considered complete and the
City will be responsible for providing written acceptance of the delivered applications.
Site Acceptance Testing must be approved prior to Cut-Over and Go-Live activities.
Schneider Electric will travel on-site for two (2) rounds of SAT. Each round will be four
(4)-business days in duration. This task includes up to five (5)-business days of issue
resolution and regression testing support.
Schneider Electric Deliverable(s):
Provide on-site SAT support as defined
Provide issue resolution and regression testing support as defined
Resolve Severity 1 and Severity 2 defects
Milestone Acceptance Form
City Responsibilities:
Perform System Acceptance Testing
If required, provide remote access to the testing environment for Schneider Electric
technical personnel
Provide final acceptance of the solution prior to Cut-Over or Go-Live activities
9 Training
9.1 Working with ArcFM
This two (2)-business day course incorporates core ArcMap concepts and functionality
as they relate to our utility users. Working with ArcFM provides the foundation needed
to effectively use the utility-based ArcFM software. Class participants learn how to
maintain facility data and to use the software's full functionality.
The course covers ArcMap concepts and the editing, mapping, and tracing components.
This course is intended for mappers, editors, and data managers, as well as developers
and third-party implementers. Ample exercise time simulates a working situation
through pre-designed exercises and scenarios. By the end of the course, participants will
understand the basic functions of the application and how it can be used.
Included in this course:
GIS concepts (features, attributes, behaviors)
Map navigation tools, including ArcFM Locator and ArcFM Identify
Feature sketching tools, including ArcFM Attribute Editor
Precision feature editing tools, including Direction, Length, Parallel, Trace Offset
Map printing and exporting, including ArcFM Page Templates
Session Manager tools for following an edit approval process
Schneider Electric Deliverable(s):
Provide the training course as defined above
Course outlines will be provided prior to holding the classes.
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City Responsibilities:
Provide the hardware and meeting space required for the training sessions including training
machines and overhead projector
Have appropriate software installed on training computers
Task Assumptions:
The City will host all training activities and provide all system administration to prepare the
training facilities
The class enrollment will be limited to a maximum of 10 attendees.
9.2 Working with Designer
This three (3)-business day course is geared towards the Designer end-user and will
provide the foundation needed to effectively use the utility-based design software
application.
The Working with Designer course will familiarize participants with the tools that provide
an integrated environment for preparing construction work sketches. Class participants
will learn how to maintain facility data and leverage the software's extensive design-
oriented functionality. The course covers design concepts related to managing the work
request life-cycle, including design, estimating, managing and working with compatible
units, performing network analysis calculations, generating work sketches, and advancing
the design state. These diverse topics will be covered in detail during a series of
progressive lectures, demonstrations, hands-on exercises, and processed-based work
scenarios. By the end of the course, participants will understand the full functionality of
the Designer application and how it can best be used within a utility-specific context.
Included in this course:
Getting to know Designer
Navigating Workflow Manager
Working with CUs
CU Templates, Favorites and Macros
Designing Reconstructions
Estimating and Reporting
Schneider Electric Deliverable(s):
Provide the training course as defined above
Course outlines will be provided prior to holding the classes.
City Responsibilities:
Provide the hardware and meeting space required for the training sessions including training
machines and overhead projector
Have appropriate software installed on training computers
Task Assumptions:
The City will host all training activities and provide all system administration to prepare the
training facilities
The class enrollment will be limited to a maximum of 10 attendees
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9.3 Working with ArcFM Mobile
This one (1)-business day on-site course is geared towards enabling mobile end-users to
provide the foundation needed to effectively use the utility-based mobile application.
This course will familiarize participants with the mobile tools available to City of Fort
Collins. The training course will include a series of progressive lectures, demonstrations,
hands-on exercises, and processed-based work scenarios. By the end of the course,
participants will understand the full functionality of the ArcFM Mobile application and
how it can best be used within a utility-specific context.
Schneider Electric Deliverables:
One (1)-day Working with ArcFM Mobile training class for up to 10 attendees
Course outlines will be provided prior to holding the classes
Milestone Acceptance Form
City Responsibilities:
Ensure the appropriate participation from City resources
Provide the hardware and meeting space required for the workshop including training
machines and overhead projector
Have appropriate software installed on training computers
Task Assumptions:
The City will host all training activities and provide all system administration to prepare the
training facilities
The class enrollment will be limited to a maximum of 10 attendees
10 Go-Live
This milestone task identifies when the City end-users begin performing edits using the
ArcFM and Designer solution in the City Production Environment. Acceptance Testing
must be completed and approved prior to the start of this project phase and production
support activity.
10.1 On-site Production Cut-Over Support (Go-Live)
Schneider Electric will provide three (3)-business days of on-site technical support to
assist in the migration of the City TEST environment into a Production environment. This
effort will ensure that Geodatabase access, software installation, application
configuration, and any IT issues are addressed, and the ArcFM and Designer system is
ready for production usage.
Schneider Electric Deliverable(s):
Three (3)-business days of on-site technical support for the City ArcFM and Designer
production preparation.
City Responsibilities:
Lead the effort to prepare the production environment.
City is responsible for all hardware, operating system and any 3rd party vendor related
issues.
If required, provide access to the Production environment to Schneider Electric personnel
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10.2 On-site Production Support
Schneider Electric will provide on-site technical support post Go-live. This on-site
support will be for a period four (4)-business days following Task 10.1. The intent of this
support is to provide the City with a technical support resource that can support the
diagnosis and resolution of any technical, configuration, or performance related issues
with the ArcFM and Designer solutions. In addition, the Schneider Electric Technical
support will assist with the identification and resolution of any issue with the system not
performing as designed, and/or provide knowledge transfer for the City IT staff.
The City is responsible resolving any hardware or third-party application related issues.
Schneider Electric Deliverable(s):
Provide on-site technical support as defined above
City Responsibilities:
City is responsible for all hardware, operating system and any 3rd party vendor related
issues.
If required, provide access to the Production environment to Schneider Electric personnel
10.3 Remote Production Support
Schneider Electric will provide up to 20-hours of remote technical support for the roll-
out of the production system over a two (2)-week period following Go-live. The
Schneider Electric technical resource will be available to support any questions or issues
that arise regarding the configuration or use of the ArcFM, and Designer system.
Upon completion of this task, the City will be transitioned to the Schneider Electric
Technical Support Team.
Schneider Electric Deliverables:
Provide remote technical support for the Production Environment up to 20-hours over a two
(2)-week period.
Milestone Acceptance Form
City Responsibilities:
Provide all required access to complete the installation and testing of components
Provide necessary personnel to be on hand for configuration support or trouble-shooting as
necessary
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Proposed Project Schedule
Task
ID
Task Name Duration Start Finish
1 Project Kick-off (Project Initiation)
3.25
days
Mon 3/4/19 Thu 3/7/19
1.1 Project Planning 3 days Mon 3/4/19 Wed 3/6/19
1.2 On-site Project Kick-off Meeting 2 hrs Thu 3/7/19 Thu 3/7/19
2 Analysis & Design (Discovery Phase) 41 days Thu 3/7/19 Fri 5/3/19
2.1 Data Model Review 5 days Thu 3/7/19 Thu 3/14/19
2.1.1 Review Standard Data Model 3 days Thu 3/7/19 Tue 3/12/19
2.1.2 Data Model Review Results Document 2 days Tue 3/12/19 Thu 3/14/19
2.1.3 Approval 0 days Thu 3/14/19 Thu 3/14/19
2.2 Functional Requirements Gathering 19 days Thu 3/14/19 Wed 4/10/19
2.2.1 Functional Requirements Analysis 4 days Thu 3/14/19 Wed 3/20/19
2.2.2 Draft Requirements Document 10 days Wed 3/20/19 Wed 4/3/19
2.2.3
City of Ft Collins Review Requirements
Document
5 days Wed 4/3/19 Wed 4/10/19
2.2.4 Approval 0 days Wed 4/10/19 Wed 4/10/19
2.3 Business Process and Design Lifecycle Review 17 days Wed 4/10/19 Fri 5/3/19
2.3.1
Week 1 - City of Ft Collins Business Process
Review & Design Lifecycle
3 days Wed 4/10/19 Mon 4/15/19
2.3.2 Week 2 - Configuration Requirements 4 days Mon 4/15/19 Fri 4/19/19
2.3.3
Draft Business Process and Design Lifecycle
Specification
5 days Fri 4/19/19 Fri 4/26/19
2.3.4 Review Specification Document 5 days Fri 4/26/19 Fri 5/3/19
2.3.5 Approval 0 days Fri 5/3/19 Fri 5/3/19
3 Build Development Phase 101 days Thu 3/7/19 Thu 8/1/19
3.1 Establish FTC Development ENV 6 days Thu 3/7/19 Fri 3/15/19
3.1.1 Install & Configure ArcFM/GDBM/GDRM 5 days Thu 3/7/19 Thu 3/14/19
3.1.2 Configure Designer & Workflow Manager 3 days Thu 3/7/19 Tue 3/12/19
3.1.3 Configure Designer Electric 3 days Tue 3/12/19 Fri 3/15/19
3.2 Development 60 days Fri 5/3/19 Thu 8/1/19
3.2.1 Component Specifications 16 days Fri 5/3/19 Tue 5/28/19
3.2.2 Build Components 32 days Tue 5/28/19 Tue 7/16/19
3.2.3 Prototype Reviews 16 hrs Tue 7/16/19 Thu 7/18/19
3.2.4 Installation & Configuration Guides 80 hrs Thu 7/18/19 Thu 8/1/19
4 Implementation Planning 4 days Fri 5/3/19 Thu 5/9/19
5 Test and Acceptance Planning 30 days Thu 5/9/19 Fri 6/21/19
5.1 Draft Test and Acceptance Plan 3 days Thu 5/9/19 Tue 5/14/19
5.2
City of Ft Collins Develop Test Scripts (City of Ft
Collins Task)
20 days Tue 5/14/19 Tue 6/11/19
5.3 Review City of Ft Collins Developed Test Scripts 3 days Tue 6/11/19 Fri 6/14/19
5.4
City of Ft Collins Review of Test and Acceptance
Plan
5 days Fri 6/14/19 Fri 6/21/19
5.5 Approval 0 days Fri 6/21/19 Fri 6/21/19
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Task
ID
Task Name Duration Start Finish
6
Installation & Configuration of the City of Ft Collins
TEST Environment
17 days Thu 8/1/19 Mon 8/26/19
6.1 Install & Configure OOTB ArcFM/GDBM/GDRM 3 days Thu 8/1/19 Tue 8/6/19
6.2 Install & Configure Designer & Workflow Manager 2 days Thu 8/1/19 Mon 8/5/19
6.3 Install & Configure Network Adapter for WinMill 8 5 days Mon 8/5/19 Mon 8/12/19
6.4 Instal & Configure ArcFM Mobile with Redlining 5 days Mon 8/12/19 Mon 8/19/19
6.5 Implement Integrations & Customizations 5 days Mon 8/19/19 Mon 8/26/19
7 Compatible Unit Library & Favorites Definition 54 days Mon 8/26/19 Mon 11/11/19
7.1 CU Definition 10 days Mon 8/26/19 Tue 9/10/19
7.1.1 Provide Utility CU Library Electric 2 days Mon 8/26/19 Wed 8/28/19
7.1.2 CU Definition Workshop 4 days Wed 8/28/19 Tue 9/3/19
7.1.3 Populate CU Library Support 40 hrs Tue 9/3/19 Tue 9/10/19
7.2 Designer Favorites Definition 44 days Tue 9/10/19 Mon 11/11/19
7.2.1 Designer Favorites Definition Workshop 4 days Tue 9/10/19 Mon 9/16/19
7.2.2
Prepare Stored Displays & Work Sketch
(Support - 16hrs)
20 days Mon 9/16/19 Mon 10/14/19
7.2.3 Prepare Favorites & Templates (Support 16hrs) 20 days Mon 10/14/19 Mon 11/11/19
8 Testing 22 days Mon 11/11/19 Mon 1/6/20
8.1 Factory Acceptance Testing (FAT) 15 days Mon 11/11/19 Mon 12/9/19
8.1.1 Conduct FAT 5 days Mon 11/11/19 Mon 11/18/19
8.1.2 Conduct FAT (Customizations) 10 days Mon 11/18/19 Mon 12/2/19
8.1.3 Issue Resolution and Regression Testing 5 days Mon 12/2/19 Mon 12/9/19
8.2 System Acceptance Testing (SAT) 2 days Mon 12/16/19 Mon 1/6/20
8.2.1 SAT - Round 1 5 days Mon 12/16/19 Mon 12/23/19
8.2.2 SAT - Round 2 5 days Mon 12/23/19 Mon 12/30/19
8.2.3 Issue Resolution and Regression Testing Support 5 days Mon 12/30/19 Mon 1/6/20
9 Training 6 days Mon 12/9/19 Tue 12/17/19
9.1 Working with ArcFM 2 days Mon 12/9/19 Wed 12/11/19
9.2 Working with Designer 3 days Wed 12/11/19 Mon 12/16/19
9.3 Working with ArcFM Mobile 1 day Mon 12/16/19 Tue 12/17/19
10 Go-Live 17 days Mon 1/6/20 Wed 1/29/20
10.1 On-site Production Cut-Over Support 3 days Mon 1/6/20 Thu 1/9/20
10.2 On-site Post Production Support 4 days Thu 1/9/20 Wed 1/15/20
10.3 Remote Production Support (20hrs over 2 weeks) 2 wks Wed 1/15/20 Wed 1/29/20
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