HomeMy WebLinkAboutCORRESPONDENCE - RFP - 8225 MAXIMO CONSULTING SERVICES (3)Change Order Form (for Work Orders)
Official Purchasing Form
Last updated 10/2017
CHANGE ORDER
NO. #1
PROJECT TITLE: Consulting Support for Asset Register and Related Services
CONTRACTOR: Excergy Corporation
WORK ORDER NUMBER:#9
PO NUMBER: 9173689
DESCRIPTION:
1. Reason for Change: Determine the detailed scope, schedule, and costs of altering the Maximo
implementation schedule to support the Broadband project.
2. Description of Change: Determination of whether warehouse capabilities may be needed sooner than
the Project Execution Plan (PEP) schedule calls for.
3. Change in Work Order Price: $ 66,680
4. Completion Date (if changed): June 01, 2018
ORIGINAL WORK ORDER PRICE $ 54,200.00
TOTAL APPROVED CHANGE ORDER .00
TOTAL PENDING CHANGE ORDER .00
TOTAL THIS CHANGE ORDER $ 66,680.00
TOTAL % OF THIS CHANGE ORDER %
TOTAL C.O.% OF ORIGINAL WORK ORDER %
ADJUSTED WORK ORDER COST $ 120,880.00
CONTRACTOR: Excergy Corporation
By: Date:
Name: James Ketchledge Title: President & CEO
ACCEPTANCE: Date:
Coy Althoff, Utilities Asset Manager/Project Manager
REVIEWED: Date:
Pat Johnson, Buyer or Senior Buyer
ACCEPTANCE: Date:
Mike Beckstead, Chief Financial Officer
DocuSign Envelope ID: B67926D3-66D6-4ADB-BCC3-9DF8EAB90268
4/10/2018
4/11/2018
4/17/2018
Change Order Form (for Work Orders)
Official Purchasing Form
Last updated 10/2017
ACCEPTANCE: Date:
Dan Coldiron, Chief Information Officer
ACCEPTANCE: Date:
Mary Evans, Application SVCS MGR-Utilities
ACCEPTANCE: Date:
Gerry Paul, Purchasing Director
(if greater than $60,000)
Attached Documents: 2 pages
High Level Estimate to Determine Maximo Project Changes to Support Broadband
DocuSign Envelope ID: B67926D3-66D6-4ADB-BCC3-9DF8EAB90268
4/11/2018
4/17/2018
4/17/2018
Change Order Form (for Work Orders)
Official Purchasing Form
Last updated 10/2017
I. Work Order Summary
Fort Collins Utilities’ project for the implementation of a Maximo asset management/worker order system for asset lifecycle
and maintenance management is well underway and is executing to a Project Execution Plan (PEP) baseline. The Wastewater
division has just gone live, and work for Stormwater and Water divisions \is planned for 2018. The Broadband project has
initiated in 2018 and has unspecified needs of Maximo functionality that could change Maximo project plans. For example,
warehouse capability may be needed sooner than the Maximo PEP calls for. The scope of work order #TBD is to determine
the detailed scope, schedule, and costs of altering the Maximo implementation to support the Broadband Project.
II. Schedule
The period of performance for Work Order #TBD is from April 1, 2018 to approximately May 31, 2018. A project timeline, to
complete the tasks in this work order is shown below.
III. Project Execution
The output of Work Order #TBD is an altered Maximo Project Execution Plan (PEP) to support the implementation of a
Broadband system for Fort Collins Utilities. This detailed PEP shall include scope, schedule and cost baselines of the
changes. Standalone versus integrated paths shall be examined. Significant dependencies and risks shall also be identified. A
combination of Excergy’s Integrated Delivery Methodology processes and Maximo knowledge, Fort Collins’ project staff
knowledge, and external Broadband Consultants will drive the execution and development of the assessment. The following
activities will be conducted by the Excergy team to support construction of the PEP:
► Information Collection & Needs Determination. Excergy will conduct sessions with existing Fort Collins
business and IT staff and external Broadband Consultants, and other team members involved in the project, along
with collection and review of existing materials (such as previous project schedules, use cases, business process
information, training materials, and technical specifications). Having captured the overall business objectives,
stakeholder goals, and existing project material, Excergy will construct scope for the change including requirements,
solution architecture (i.e. Information Technology) diagrams, and altered business processes.
► Analyze scope, schedule, costs of altering Maximo PEP. Based on the information collected above, along with
our team’s extensive prior Maximo experience, Excergy will construct a modified PEP. The PEP will seek to define
the requirements, business process changes, alterations to the solution architecture, staff resource impacts, externals
costs, and schedule for the project to meet Broadband objectives.
► Review, Finalize, Present Findings. Excergy will review with staff the draft elements of the modified PEP and
update as necessary. Deliverables will include updated scope in MS-Word, updated costs in MS-Excel, and updated
DocuSign Envelope ID: B67926D3-66D6-4ADB-BCC3-9DF8EAB90268
Change Order Form (for Work Orders)
Official Purchasing Form
Last updated 10/2017
schedule in MS-Project formats. A final presentation in MS-PowerPoint will be developed to internal executive
review.
IV. Assumptions
The following assumptions apply to this work order
• The expedited time frame requires timely cooperation and support from both Fort Collins staff and the external
Broadband Consultants
• Fort Collins staff and the external Broadband Consultants will support meetings, teleconferences, and WebEx’s with
appropriate personnel as needed
• Fort Collins staff will schedule meetings with staff as needed
• Fort Collins will provide an internal PM or point of contact for coordination
• Fort Collins will review, edit, or provide feedback as necessary to finalize deliverables
• Fort Collins staff and the external Broadband Consultants will execute internal tasks and activities to the agreed to
schedule
V. Project Costs
A high-level estimate (+/--30%) project hours, to complete Work Order #TBD is shown below.
DocuSign Envelope ID: B67926D3-66D6-4ADB-BCC3-9DF8EAB90268