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Home My WebLink AboutCORRESPONDENCE - RFP - 8888 MAXIMO SYSTEM SUPPORT & MAINTENANCE (5)Change Order Form (for Work Orders) Official Purchasing Form Last updated 10/2017 CHANGE ORDER NO. #4 PROJECT TITLE: Maximo Support and Maintenance CONTRACTOR: Crory & Associates, Inc. WORK ORDER NUMBER:MAX_PRGSUP_2019 PO NUMBER: 9191143 DESCRIPTION: 1. Reason for Change: Extend Maximo Program Support for Calendar Year 2020 2. Description of Change: Crory & Associates (CRORY) is being tasked with providing WR&T / WFO Stormwater and Wastewater divisions with Maximo Program Support consisting of Program / Task Support and Production (PROD) Support / Enhancements / Configurations for Calendar Year 2020. 3. Change in Work Order Price: $ 139,520.00 4. Completion Date (if changed): 12/31/2020 ORIGINAL WORK ORDER PRICE $ 41,600.00 TOTAL APPROVED CHANGE ORDER $ 42,920.00 TOTAL PENDING CHANGE ORDER $ 0.00 TOTAL THIS CHANGE ORDER $ 139,520.00 TOTAL % OF THIS CHANGE ORDER % TOTAL C.O.% OF ORIGINAL WORK ORDER % ADJUSTED WORK ORDER COST $ 224,040.00 CONTRACTOR: Crory & Associates, Inc. By: Date: Name: __Rick Crory Title: __Vice President REVIEWED: Date: Pat Johnson, Buyer or Senior Buyer ACCEPTANCE: Date: Gerry Paul, Purchasing Director (if greater than $60,000) ACCEPTANCE: Date: Coy Althoff, Project Manager ACCEPTANCE: Date: Carol Webb, Deputy Director, Utilities ACCEPTANCE: Date: Theresa Connor, Deputy Director, Utilities DocuSign Envelope ID: 1C35D3EA-380F-402E-8EDE-7EC3EA1F9186 2/21/2020 2/25/2020 2/25/2020 2/25/2020 2/26/2020 2/27/2020 Change Order Form (for Work Orders) Official Purchasing Form Last updated 10/2017 ACCEPTANCE: Date: Lance Smith, FP&A Director SUBMITTED: Date: Kelly Watts, Project Coordinator Attachment A Crory & Associates, Inc. Work Order MAX_PRGSUP_2019 Change Order #4 Maximo Support and Maintenance Task 01 - Water Reclamation & Treatment (WRT) Support: CRORY will provide support, as needed, for the ICE Team, Water Production (WPD), Water Reclamation (WRB) and Water Quality Services (WQS) Divisions all of which reside under the Water Resources & Treatment (WRT) Department including but not limited to the following sub- tasks: Program / Task Support and Production Environment (PROD) Support / Enhancement / Configurations. Crory and City deliverables are further defined below based on sub-tasks per the Scope of Work (SOW) detailed in Work Order MAX_PRGSUP_2019. CRORY will provide WRT support for this task through December 31st, 2020. See Task Schedule Figure 1A and Labor Cost Breakdown Figure 1B. Deliverables Sub-Task 01 - Program / Task Support: 96 hours have been added to this sub-task: 72 hours for Rick Crory, 12 hours for Andrew Tan and 12 hours for Emmanuel Okekeocha. This is shown in attachment D. CRORY Deliverables for this sub-task: • Provide assistance / support for steps required to complete all sub-tasks listed in this task • Maintain communications (email / voice / other) • Review, edit, or provide feedback following completion of work listed in this task • Participate in / support ad-hoc or scheduled meetings as needed, which may include teleconferences or online with appropriate staff as needed: o When asked develop support meeting agendas o As needed, develop support meeting presentations o Upon request facilitate meetings o Attend monthly team / division support meetings • Execute consulting task / sub-tasks and activities as required • Manage consulting team activities and logistics • Provide monthly team labor / task invoice report • Provide monthly status reports City Deliverables for this sub-task: DocuSign Envelope ID: 1C35D3EA-380F-402E-8EDE-7EC3EA1F9186 2/25/2020 2/26/2020 Change Order Form (for Work Orders) Official Purchasing Form Last updated 10/2017 • Provide a City PM as a central point of contact • Work with City and Crory to complete all work listed in this task • Participate in / support scheduled meetings, which may include teleconferences or online with appropriate utility personnel as needed: • Schedule monthly team / division support meetings • Document / distribute meeting minutes • Provide administrative / logistics / meeting support as needed • Maintain communications (email / voice / other) • Review, edit, or provide feedback as necessary to finalize sub-task deliverables • Support / Manage City Teams in the performance of, or activities required to complete, sub-tasks listed in this task Deliverables Sub-Task 02 - Production Environment (PROD) Support/ Enhancement / Configuration: 152 hours have been added to this sub-task: 64 hours for Rick Crory, 48 hours for Andrew Tan and 40 hours for Emmanuel Okekeocha. This is shown in attachment D. CRORY Deliverables for this sub-task • Provide support for the development of WRT operations maintenance guidelines including asset management support, data and techniques • Provide support for the development of department and division Performance Indicators (PI) and, Key Performance Indicators - KPIs • Provide support for implementation of best practice asset and work management in Maximo non-production environments aligned with department / division KPIs including but not limited to: • Configuration of Maximo application and / or start centers including queries • Development of automation scripts, escalations, actions and / or communication templates • Configuration and loading of asset, material and / or work data • Implementation of new security groups • Develop and / or conduct user acceptance testing as required • Development or modification of reports • Provide support for the implementation of approved best practice work management in Maximo production environment including but not limited to Go-Live support • Provide support for conducting periodic training including review and / or development of training documentation as required City Deliverables for this sub-task • Review, edit, or provide feedback as necessary to finalize sub-task deliverables • Execute assigned tasks and activities as required Task 02 – WFO Stormwater Support: DocuSign Envelope ID: 1C35D3EA-380F-402E-8EDE-7EC3EA1F9186 Change Order Form (for Work Orders) Official Purchasing Form Last updated 10/2017 CRORY will provide support for the Stormwater Division which resides under the Water Engineering & Field Services (WEFS) Department including but not limited to the following sub- tasks: Program / Task Support and Production Environment (PROD) Support / Enhancement / Configurations. CRORY and City deliverables are further defined below based on sub-tasks per the Statement of Work (SOW) detailed in Work Order MAX_PRGSUP_2019. CRORY will provide Stormwater support for this task through December 31st, 2020. See Task Schedule Figure 2A and Labor Cost Breakdown Figure 2B. Deliverables Sub-Task 01 - Program / Task Support: 68 hours have been added to this sub-task: 38 hours for Rick Crory, 6 hours for Andrew Tan, 6 hours for Emmanuel Okekeocha and 18 hours for Mike Johnson. This is shown in attachment D. CRORY Deliverables for this sub-task: • Provide assistance / support for steps required to complete all sub-tasks listed in this task • Maintain communications (email / voice / other) • Review, edit, or provide feedback following completion of work listed in this task • Participate in / support ad-hoc or scheduled meetings as needed, which may include teleconferences or online with appropriate staff as needed: o When asked develop support meeting agendas o As needed, develop support meeting presentations o Upon request facilitate meetings o Attend monthly team / division support meetings • Execute consulting task / sub-tasks and activities as required • Manage consulting team activities and logistics • Provide monthly team labor / task invoice report • Provide monthly status reports City Deliverables for this sub-task: • Provide a City PM as a central point of contact • Work with City and Crory to complete all work listed in this task • Participate in / support scheduled meetings, which may include teleconferences or online with appropriate utility personnel as needed: • Schedule monthly team / division support meetings • Document / distribute meeting minutes • Provide administrative / logistics / meeting support as needed • Maintain communications (email / voice / other) • Review, edit, or provide feedback as necessary to finalize sub-task deliverables • Support / Manage City Teams in the performance of, or activities required to complete, sub-tasks listed in this task DocuSign Envelope ID: 1C35D3EA-380F-402E-8EDE-7EC3EA1F9186 Change Order Form (for Work Orders) Official Purchasing Form Last updated 10/2017 Deliverables Sub-Task 02 - Production Environment (PROD) Support/ Enhancement / Configuration: 244 hours have been added to this sub-task: 64 hours for Rick Crory, 30 hours for Andrew Tan, 26 hours for Emmanuel Okekeocha and 124 hours for Mike Johnson. This is shown in attachment D. CRORY Deliverables for this sub-task • Provide support for the development of Stormwater operations maintenance guidelines including asset management support, data and techniques • Provide support for the development of department and division Performance Indicators (PI) and, Key Performance Indicators - KPIs • Provide support for implementation of best practice asset and work management in Maximo / mobile non-production environments aligned with department / division KPIs including but not limited to: • Configuration of Maximo application and / or start centers including queries • Configuration of mobile application(s) • Development of automation scripts, escalations, actions and / or communication templates • Configuration and loading of asset, material and / or work data • Implementation of new security groups • Develop and / or conduct user acceptance testing as required • Development or modification of reports • Provide support for the implementation of approved best practice work management in Maximo / mobile production environment including but not limited to Go-Live support • Provide support for conducting periodic training including review and / or development of training documentation as required City Deliverables for this sub-task • Review, edit, or provide feedback as necessary to finalize sub-task deliverables • Execute assigned tasks and activities as required Task 03 – WFO Wastewater Support: CRORY will provide support for the Wastewater Division which resides under the Water Engineering & Field Services (WEFS) Department including but not limited to the following sub- tasks: Program / Task Support and Production Environment (PROD) Support / Enhancement / Configurations. CRORY and City deliverables are further defined below based on sub-tasks per the Statement of Work (SOW) detailed in Work Order MAX_PRGSUP_2019. CRORY will provide Stormwater support for this task through December 31st, 2020. See Task Schedule Figure 3A and Labor Cost Breakdown Figure 3B. Deliverables Sub-Task 01 - Program / Task Support: DocuSign Envelope ID: 1C35D3EA-380F-402E-8EDE-7EC3EA1F9186 Change Order Form (for Work Orders) Official Purchasing Form Last updated 10/2017 68 hours have been added to this sub-task: 38 hours for Rick Crory, 6 hours for Andrew Tan, 6 hours for Emmanuel Okekeocha and 18 hours for Mike Johnson. This is shown in attachment D. CRORY Deliverables for this sub-task: • Provide assistance / support for steps required to complete all sub-tasks listed in this task • Maintain communications (email / voice / other) • Review, edit, or provide feedback following completion of work listed in this task • Participate in / support ad-hoc or scheduled meetings as needed, which may include teleconferences or online with appropriate staff as needed: o When asked develop support meeting agendas o As needed, develop support meeting presentations o Upon request facilitate meetings o Attend monthly team / division support meetings • Execute consulting task / sub-tasks and activities as required • Manage consulting team activities and logistics • Provide monthly team labor / task invoice report • Provide monthly status reports City Deliverables for this sub-task: • Provide a City PM as a central point of contact • Work with City and Crory to complete all work listed in this task • Participate in / support scheduled meetings, which may include teleconferences or online with appropriate utility personnel as needed: • Schedule monthly team / division support meetings • Document / distribute meeting minutes • Provide administrative / logistics / meeting support as needed • Maintain communications (email / voice / other) • Review, edit, or provide feedback as necessary to finalize sub-task deliverables • Support / Manage City Teams in the performance of, or activities required to complete, sub-tasks listed in this task Deliverables Sub-Task 02 - Production Environment (PROD) Support/ Enhancement / Configuration: 244 hours have been added to this sub-task: 64 hours for Rick Crory, 30 hours for Andrew Tan, 26 hours for Emmanuel Okekeocha and 124 hours for Mike Johnson. This is shown in attachment D CRORY Deliverables for this sub-task • Provide support for the development of Stormwater operations maintenance guidelines including asset management support, data and techniques • Provide support for the development of department and division Performance Indicators (PI) and, Key Performance Indicators - KPIs DocuSign Envelope ID: 1C35D3EA-380F-402E-8EDE-7EC3EA1F9186 Change Order Form (for Work Orders) Official Purchasing Form Last updated 10/2017 • Provide support for implementation of best practice asset and work management in Maximo / mobile non-production environments aligned with department / division KPIs including but not limited to: • Configuration of Maximo application and / or start centers including queries • Configuration of mobile application(s) • Development of automation scripts, escalations, actions and / or communication templates • Configuration and loading of asset, material and / or work data • Implementation of new security groups • Develop and / or conduct user acceptance testing as required • Development or modification of reports • Provide support for the implementation of approved best practice work management in Maximo / mobile production environment including but not limited to Go-Live support • Provide support for conducting periodic training including review and / or development of training documentation as required City Deliverables for this sub-task • Review, edit, or provide feedback as necessary to finalize sub-task deliverables • Execute assigned tasks and activities as required DocuSign Envelope ID: 1C35D3EA-380F-402E-8EDE-7EC3EA1F9186 Change Order Form (for Work Orders) Official Purchasing Form Last updated 10/2017 Attachment B Crory & Associates, Inc. Work Order MAX_PRGSUP_2019 Change Order #4 Maximo Support and Maintenance (Adjusted tasks / dates are highlighted in yellow) Figure 1A Task Schedule DocuSign Envelope ID: 1C35D3EA-380F-402E-8EDE-7EC3EA1F9186 Change Order Form (for Work Orders) Official Purchasing Form Last updated 10/2017 Figure 2A Task Schedule Figure 3A Task Schedule DocuSign Envelope ID: 1C35D3EA-380F-402E-8EDE-7EC3EA1F9186 Change Order Form (for Work Orders) Official Purchasing Form Last updated 10/2017 ATTACHMENT C Crory & Associates, Inc. Work Order MAX_PRGSUP _2019 Change Order #4 Maximo Support and Maintenance Compensation: Labor rates are determined by the Professional Services Agreement – 8888 Maximo System Support & Maintenance. Contractual rates in the PSA are shown below. Attachment D Crory & Associates, Inc. Work Order MAX_PRGSUP_2019 Change Order #4 Maximo Support and Maintenance (Adjusted hours/difference are highlighted in yellow) Figure 1B Labor Cost Breakdown DocuSign Envelope ID: 1C35D3EA-380F-402E-8EDE-7EC3EA1F9186 Change Order Form (for Work Orders) Official Purchasing Form Last updated 10/2017 Figure 2B Labor Cost Breakdown Figure 3B Labor Cost Breakdown DocuSign Envelope ID: 1C35D3EA-380F-402E-8EDE-7EC3EA1F9186