HomeMy WebLinkAboutCORRESPONDENCE - PURCHASE ORDER - 9191537 (2)WORK ORDER
PURSUANT TO A MASTER AGREEMENT BETWEEN
THE CITY OF FORT COLLINS
AND
CRORY & ASSOCIATES, INC
WORK ORDER NUMBER: CIS_UTILS
PROJECT TITLE: Interfaces between Oasis-Open Smart Flex and Maximo Work / Asset /
Material Management Applications
ORIGINAL BID/RFP NUMBER & NAME: 8888 Maximo System Support & Maintenance
MASTER AGREEMENT EFFECTIVE DATE: June 3, 2016
OWNER’S REPRESENTATIVE: Rick Morford
WORK ORDER COMMENCEMENT DATE: August 1, 2019
WORK ORDER COMPLETION DATE: May 29, 2020
MAXIMUM FEE: (time and reimbursable direct costs): $215,000.00
PROJECT DESCRIPTION/SCOPE OF SERVICES: Crory & Associates is being tasked with creating /
implementing Interfaces between Oasis-Open Smart Flex (OSF) and Maximo Work /
Asset / Material Management applications to support the CIS Oasis project.
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 5 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: Crory & Associates Inc.
By: Date:
Name: __Rick Crory Title: Vice President
OWNER’S ACCEPTANCE & EXECUTION:
This Work Order and the attached Contract Documents are hereby accepted and incorporated herein
by this reference.
REVIEWED: Date:
Pat Johnson, Senior Buyer
ACCEPTANCE: Date:
Gerry Paul, Purchasing Director (if greater than $60,000)
ACCEPTANCE: Date:
Lori Clements, Sr Manager, Customer Support
ACCEPTANCE: Date:
Kraig Bader, Sr Manager, Elec Engineering
DocuSign Envelope ID: 36CB1BFC-17DE-4722-A923-B479F1D7768B
9/5/2019
9/5/2019
9/5/2019
9/9/2019
9/9/2019
ACCEPTANCE: Date:
Coy Althoff, Utilities Asset Manager
ACCEPTANCE: Date:
Rick Morford, Project Manager
DocuSign Envelope ID: 36CB1BFC-17DE-4722-A923-B479F1D7768B
9/5/2019
9/9/2019
Crory & Associates Oasis / Maximo Interface Work Order CIS_UTILS
Attachment A:
Project Objective: Crory & Associates will implement work / asset / material management
Interfaces between Oasis-Open Smart Flex (OSF) and Maximo applications for the City of Fort
Collins (City). Crory & Associates will perform configuration of Maximo to support the transfer of
data between Maximo and the OSF applications. Crory & Associates will work closely with the
Subject Matter Experts (SMEs) from the City’s Oasis and Utility Maximo-Warehouse Project
Teams: conducting meetings to gather requirements, holding prototype sessions to gather end
user feedback, conducting User Acceptance Testing (UAT), performing end user training,
deployment to production and supporting Go-Live activities, production support after Go-Live,
providing project support to keep various Stakeholders informed of scope of work progress and,
ensuring adherence to the OASIS project plan / schedule (currently at version 27).
1. Configuration / Data Set-up
Crory & Associates will coordinate with the City’s Oasis and Utility Maximo-Warehouse project teams
(Subject Matter Expert (SME), Stakeholders, Project Managers and Crory & Associates / Maximo
Administrators) to validate requirements. Crory & Associates will set-up data / configure the
Maximo Development (DEV01) environment, to meet the validated requirements. The configuration
of Maximo is expected to include but not limited to associated work / asset / material management
applications / modules (i.e. Asset, Financial, Inventory, Purchasing, Self Service, Service Requests,
Work Management, etc.) needed to support City Utility work / asset / material operations. Crory &
Associates will configure / modify the default Maximo software screens and configuration in the
City’s Utility Maximo DEV01 instance.
Deliverables:
Data Set-up and Configured Modules / Applications in Maximo Development Environment.
Vendor Responsibilities: Configuration / Data Set-up in Maximo Development environment to
meet validated requirements and support Meetings / Prototype Reviews, UAT and Training.
The City Responsibilities: Provide as-is processes / requirements and current data to support
data set-up and configuration in Maximo DEV01 environment. Provide access to the necessary
systems required for Crory & Associates.
2. Interfaces OSF/Maximo
Crory & Associates will coordinate with the City’s Oasis and Utility Maximo-Warehouse project teams
(Subject Matter Expert (SME), Stakeholders, Project Manager and Crory & Associates/Maximo
Administrators) to gather and validate requirements for four OSF work / asset / material
management interfaces (Service Request, Truck Balance, Truck Restock & Work History). Crory &
Associates will configure the Maximo DEV01 environment, to meet the validated requirements. The
configuration of Maximo is expected to include but not limited to associated Integration applications
/ modules needed to support the City’s OSF Truck Current Balance & Restock Issue and, OSF Work
Orders / Asset Work History.
Deliverables:
Validated Interface Requirements
(2) OSF Material Management Interfaces DEV01 (Truck Balance & Truck Restock)
(2) OSF Work Management Interfaces DEV01 (Service Request & Work History)
Vendor Responsibilities: Gather Requirements, Configure OSF Work / Asset / Material
Management Interfaces in Maximo DEV01 Environment.
The City Responsibilities: Provide as-is and current processes / requirements to support
integration configuration in Maximo DEV01 environment. Provide access to the necessary
systems required for Crory & Associates.
DocuSign Envelope ID: 36CB1BFC-17DE-4722-A923-B479F1D7768B
3. Meetings / Prototype Reviews
Crory & Associates will hold bi-weekly meetings / prototype reviews to finalize the configured
applications / modules in the DEV01 environment with the City’s Oasis and Utility Maximo-
Warehouse Project Teams. Crory & Associates will configure / modify Maximo DEV01 environment
to ensure interoperability with the City’s instance of Maximo and its work / asset / material
management business processes. Crory & Associates will set-up finalized configurations to the City’s
Utility Maximo Production environment.
Deliverables:
Bi-Weekly Prototype Reviews
Finalized and Locked-Down Configurations DEV01
Set-up Finalized Configurations Production
Vendor Responsibilities: Lead Bi-weekly Meetings / Prototype Reviews and Set-up Finalized
Configurations.
The City Responsibilities: Participate in meetings, take meeting minutes and record / track
action items.
4. Solution Testing / User Acceptance Testing (UAT)
Crory & Associates will coordinate on-site and remote with the City’s Oasis and Utility Maximo-
Warehouse project teams to test and support solution testing of the OSF work / asset / material
management interfaces. Crory & Associates will provide support and guidance as required during
UATs. Crory & Associates will be on-site at the designated City locations. Problems identified during
the UATs will be recorded as “Issues” with the City’s OSF and Maximo-Warehouse Project Teams. All
issues will be resolved, canceled, or deferred (by City) prior to Go-Live.
Crory & Associates will have technical resources available for support. City will need to have multiple
functional testers and technical support personnel during this phase.
Deliverables:
Support Solution Testing on-site / remote
Prepare User Acceptance Testing scripts based on the Finalized Configurations
Support User Acceptance Testing on-site
Review “Issues” list with City to determine included Configurations
Vendor Responsibilities: Provide finalized UAT scripts, support UATs remotely and on-site.
The City Responsibilities: Update Maximo QA environment from Production. Coordinate UATs
resources, provide necessary UAT hardware, execute test scripts and, collect, review and
prioritize UAT “Issues”.
5. Training
Crory & Associates to provide Training session(s) as required.
Deliverables:
Provide Training Documentation in support of UATs
Finalize Training Documentation
Perform Training for City designated personnel
Vendor Responsibilities: Provide training to designated personnel. Provide finalized training
documentation.
The City Responsibilities: Update Maximo Training environment from Production. Coordinate Utility
Training room, provide access to Crory & Associates from a device (desktop, laptop, etc.) to
conduct Training and distribute Training documentation.
DocuSign Envelope ID: 36CB1BFC-17DE-4722-A923-B479F1D7768B
6. Deployment and Go-Live
Crory & Associates, working collaboratively with the City Oasis and Utility Maximo-Warehouse
Project Teams, will plan and perform the cutover / migration to the Production environment. The
cutover planning will detail required Go-Live activities, timing, and responsibilities. During Go-Live,
Crory & Associates, along with key stakeholders, will perform a test of the Production environment
using the UAT scripts to confirm the success of the migration. Crory & Associates will provide on-
site / remote technical and functional support to the users during the first week of production.
Deliverables:
Confirmed Production Environment
Production Cutover Plan
Functional and Technical Support on-site / remote
Vendor Responsibilities: Provide Cutover / Migration to Production Plan document and support
Go-Live activities.
The City Responsibilities: Coordinate City resources, prepare devices for deployment, identify
users ahead of time for the initial use.
7. Post Production
Crory & Associates will provide on-site / remote technical and functional support to the users for 2
months after Go-Live. This period of post-implementation support will provide a level of comfort to
the team and enable quick responses to end user questions and training needs. During this period,
Crory & Associates will have technical resources to assist with any issues that may arise.
Deliverables:
Functional and Technical Support on-site / remote
Vendor Responsibilities: Provide resources to be on-site / remote after the Initial Go-Live
weeks. Capture enhancement requests during this period.
The City Responsibilities: Provide feedback and report issues to the City’s Oasis and Utility
Maximo-Warehouse Project Teams. Concisely explain the issue so Crory & Associates can
effectively and efficiently reproduce and correct any issues.
8. Project Support
Crory & Associates provides support in project planning and oversight, task / time
reporting, and Crory & Associates resource coordination. The Crory & Associates Project
Leads will work closely with the City’s Oasis and Utility Maximo-Warehouse Project
Managers to ensure a successful outcome.
Crory & Associates will participate in project status meetings as scheduled by the City. Verbal
status reports are delivered during the status meetings. Additionally, written status reports
shall be provided upon request from the City.
Deliverables:
Written status reports as requested
Participate in Status meetings as designated
Vendor Responsibilities: Provide written status reports upon request and participate in status
meetings.
The City Responsibilities: Coordinate status meetings and written status reports as required.
DocuSign Envelope ID: 36CB1BFC-17DE-4722-A923-B479F1D7768B
Assumptions:
Crory & Associates will maintain flexibility in deliverable dates based on changes to the
Oasis Project Plan.
Vendor Shipping Files will be loaded into OSF.
Asset Data will be transferred to Maximo via GIS.
9. Travel
Crory & Associates will coordinate travel and on-site availability in support of the Oasis
Project Plan.
Crory & Associates Oasis / Maximo Interface Work Order CIS_UTILS
Attachment B:
ESTIMATED PROJECT SCHEDULE
DocuSign Envelope ID: 36CB1BFC-17DE-4722-A923-B479F1D7768B
Crory & Associates Oasis / Maximo Work Order CIS_UTILS
Attachment C:
ESTIMATED HOURS / TRIPS BREAKDOWN
Reimbursable direct costs take the form of travel related costs. Total travel costs for the
period of performance as defined by Work Order CIS_UTILS are shown in the
Estimated Hours / Trips breakdown above and are estimated at $10,800.00.
Labor Direct Costs Total Not to Exceed
(NTE)
$204,200.00 $10,800.00 $215,000.00
DocuSign Envelope ID: 36CB1BFC-17DE-4722-A923-B479F1D7768B
Certificate Of Completion
Envelope Id: 36CB1BFC17DE4722A923B479F1D7768B Status: Completed
Subject: Please DocuSign: PENDING Crory & Associates CIS_UTILS work order.pdf
Source Envelope:
Document Pages: 7 Signatures: 7 Envelope Originator:
Certificate Pages: 5 Initials: 0 Rick Morford
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
215 N Mason Street
Fort Collins , CO 80522
rmorford@fcgov.com
IP Address: 198.59.47.100
Record Tracking
Status: Original
9/5/2019 7:08:38 AM
Holder: Rick Morford
rmorford@fcgov.com
Location: DocuSign
Signer Events Signature Timestamp
Pat Johnson
pjohnson@fcgov.com
CPPB, Senior Buyer
City of Fort Collins
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(None)
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Using IP Address: 198.59.47.100
Sent: 9/5/2019 7:14:27 AM
Viewed: 9/5/2019 2:46:28 PM
Signed: 9/5/2019 3:00:38 PM
Electronic Record and Signature Disclosure:
Accepted: 9/22/2016 11:21:52 AM
ID: 2cba44f3-bb14-441e-9f74-d8e73a374a00
Gerry S Paul
gspaul@fcgov.com
Purchasing Director
City of Fort Collins
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Sent: 9/5/2019 3:00:40 PM
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Electronic Record and Signature Disclosure:
Accepted: 9/27/2016 7:24:09 AM
ID: 404d836f-b481-4b97-9a96-02337422a3fc
Rick Crory
rick@crory.biz
Vice President
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Signed using mobile
Sent: 9/5/2019 3:55:23 PM
Viewed: 9/5/2019 4:05:30 PM
Signed: 9/5/2019 4:06:15 PM
Electronic Record and Signature Disclosure:
Accepted: 9/5/2019 4:05:30 PM
Signer Events Signature Timestamp
Lori Clements
lclements@fcgov.com
Customer Care and Technology Manager
City of Fort Collins
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Sent: 9/5/2019 5:25:33 PM
Resent: 9/9/2019 6:19:23 AM
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Signed: 9/9/2019 7:30:05 AM
Electronic Record and Signature Disclosure:
Accepted: 2/27/2019 11:17:53 AM
ID: 18e055cf-1928-4e8c-8afb-70c8b1650503
Kraig Bader
KBADER@fcgov.com
Standards Engineering Manager
City of Fort Collins - Utilities Light & Power
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Sent: 9/9/2019 7:30:07 AM
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Electronic Record and Signature Disclosure:
Accepted: 4/23/2019 2:03:13 PM
ID: e5c5e4ac-cb42-447c-8ac9-77b56204bcb3
Rick Morford
rmorford@fcgov.com
City of Fort Collins – Water Resources & Treatment
Operations
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Sent: 9/9/2019 7:34:51 AM
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Signed: 9/9/2019 7:39:27 AM
Electronic Record and Signature Disclosure:
Accepted: 11/21/2016 3:08:06 PM
ID: 7aca25ca-71fb-461b-890d-d6436367c0c9
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Electronic Record and Signature Disclosure created on: 3/24/2016 2:25:27 PM
Parties agreed to: Pat Johnson, Gerry S Paul, Rick Crory, Coy Althoff, Lori Clements, Kraig Bader, Rick Morford
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ID: 8b6ca620-a39c-4845-9ac4-8add5045ca67
Coy Althoff
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Utilities Asset Manager
City of Fort Collins - Utilities
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