HomeMy WebLinkAboutWORK ORDER - RFP - 8225 MAXIMO CONSULTING SERVICES (4)WORK ORDER
PURSUANT TO AN AGREEMENT BETWEEN
THE CITY OF FORT COLLINS
AND
EXCERGY CORPORATION
DATED: 3-28-2016
Work Order Number: 5
Purchase Order Number:
Project Title: Consulting Support for Asset Register and Work Order Management System
Original Bid/RFP Number & Name: 8225 Maximo Consulting Services
Commencement Date: August 15, 2016
Completion Date: February 28, 2017
Maximum Fee: (time and reimbursable direct costs): $654,648
Project Description: Maximo Project Implementation Phase 1 Requirements & Project Restart
Scope of Services: Described on the attached pages
Professional agrees to perform the services
identified above and on the attached forms in
accordance with the terms and conditions
contained herein and in the Professional Services
Agreement between the parties. In the event of a
conflict between or ambiguity in the terms of the
Professional Services Agreement and this work
order (including the attached forms) the
Professional Services Agreement shall control.
The attached document consisting of four (4)
pages is hereby accepted and incorporated
herein, by this reference, and Notice to Proceed is
hereby given.
EXCERGY CORPORATION
By:_______________________________
Jim Ketchledge, CEO & President
Date:_____________________________
CITY OF FORT COLLINS
Submitted By: _________________________
Dennis Sumner, Project Manager
Date: _________________________
Approved by: _________________________
Jon Haukaas, Water Engineering & Field
Services Operations Manager
Date: ________________________
Approved by: _________________________
Utilities General Manager
(over $1,000,000)
Date: ________________________
Approved by: _________________________
Purchasing Director (if over $60,000)
Date: _______________________
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DocuSign Envelope ID: 45997241-0403-4BF1-9BC5-9E618D1CFF20
8/16/2016
8/16/2016
8/16/2016
8/17/2016
8225 Maximo Consulting Services
Technical Consultant, Project Management, Change Management and Related Services
WORK ORDER #5:
I. Task Summary
1. Work Order #5 is for work on Maximo Project Phase 1 requirement and activities in project management,
technical consulting, organizational change management, and business process transformation to stabilize and
restart the Maximo project. The support entails executing the Project Execution Plan for the time period in Section
II.
II. Schedule
The period of performance for Work Order #5 is from August 15, 2016 to February 28, 2017. If there are delays or
added scope beyond mutual control, the parties agree to modify completion date as may be required subject to
mutual agreement.
III. Project Execution
The output of Work Order #5 and deliverables for these tasks include:
• PEP Updates as directed by the CCB
• Project management activities including support for overall management of project activities, risk
management, issue management, status reports, weekly status reports and meetings, etc. as described
by the PEP.
• WFO Requirements Specifications
• Requirements Traceability Matrix Version 1.0
• Solution Architecture Document Version 1.0
• Draft WRT business policies
• Internal Communications Plan
• Sponsorship & Engagement Plan
• Training & Performance Plan
• Recommendation on training consultant
• Plan developed in conjunction with selected training consultant
• Reinforcement Plan
• OCM management activities including tactical implementation of OCM plans and content development
to support OCM plan implementation.
• Additional SchellingPoint Alignment Cycle to monitor progress to plan and provide guidance and
feedback to OCM focus
IV. Project Timeline
The detailed project activities and timeline is specified in the Maximo Project Execution Plan Appendix A Gantt chart
vs. 1.0.
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DocuSign Envelope ID: 45997241-0403-4BF1-9BC5-9E618D1CFF20
V. Professional Staff
The key personnel who will execute Work Order #5 are identified in Table 1.
Task Resource Name
Overall PM Support and management per
the PEP plan
Project Director Jim Ketchledge
Support definition of Project
Requirements, Development of
Requirements Specifications,
Development of Requirements
Traceability Matrix
Solution Architect Adam Tonkin
Align the Utility with The Maximo Vision
and PEP
Communications/Change Management
Specialist
Lynn Adams
Align the Utility with The Maximo Vision
and PEP
Communications/Change Management
Specialist
Rebecca Shiflea
Mobile Application Procurement and
Business Process Development
Business Process Specialist Mark Hatfield
Support definition of Project
Requirements, Development of
Requirements Specifications,
Development of Requirements
Traceability Matrix
Functional Maximo Specialist Tier 2 Rick Crory
VI. Estimated Professional Staff Effort
For the specific tasks and activities of Work Order #5, below are the estimated personnel for the period of performance of
Section IV.
Task # Resource Description Estimated
Hours
Resources Assigned Rate Total $
1 Functional Maximo Specialist Tier 2 631 Rick Crory $150 $94,650
1 Project Director 682 Jim Ketchledge $233 $158,906
1 Solution Architect 588 Adam Tonkin $212 $124,656
1 Communications/Change
Management Specialist
675 Lynn Adams $233 $157,275
1 Communications/Change
Management Specialist
22 Rebecca Shiflea $233 $5,126
1 Business Process Specialist 235 Mark Hatfield $233 $54,755
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DocuSign Envelope ID: 45997241-0403-4BF1-9BC5-9E618D1CFF20
VII. Compensation
Excergy proposes to perform the required Tasks on a Time and Material (T&M) basis for an estimated labor fee of
$595,368, excluding expenses. Travel expenses are estimated to be $59,280, which will be invoiced monthly, at cost
per the Fort Collin’s guidelines. Excergy does not charge for time spent traveling. The table below summarizes the
price per task. MAXIMUM estimated compensation for both Professional’s time and reimbursable direct costs is
$654,648. If there are delays or added scope beyond Excergy’s control, the parties agree to modify hours required for
work and related costs as may be required subject to mutual agreement.
WO # Task Description Price
Work Order #5 Maximo Project Implementation Phase 1
Requirements & Project Restart $595,368
Labor Price $595,368
Reimbursable Expenses $59,280
Total Price $ 654,648
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DocuSign Envelope ID: 45997241-0403-4BF1-9BC5-9E618D1CFF20