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#13-6064 Amendment 1 (Woolpert, Inc.) FIRST AMENDMENT TO AGREEMENT #13-6064 FOR "ASSET MANAGEMENT SOFTWARE AND CONSULTING SERVICES" THIS AMENDMENT, made and entered into on this o2r446 day of Cibrtia 2018,by and between Woolpert,Inc.,authorized to do business in the State of Florida,whose business address is 10900 NW 25th Street, Suite 100,Miami,Florida 33172-1922(the "Consultant")and Collier County, a political subdivision of the State of Florida, (the "County"): WHEREAS,on January 14,2014,Agenda Item 11.C,the County entered into an Agreement with Consultant in the amount of$2,208,599 to provide in the development of an Asset Management Software Program and Consulting Services, including implementation and integration; and WHEREAS, on November 18, 2014, Agenda Item 16.C.2, Change Order No. 1 was approved to increase contract award by $208,960 for the Implementation and Integration Services for Enterprise Asset Management(Project 50105); and WHEREAS, on January 21, 2015, Change Order No. 2 was administratively approved by to increase contract award by $199,998.00 for the addition of services for the ongoing support and maintenance support of new hardware, infrastructure, applications, geodatabases, and configurations as well as integrations between the new applications, software and existing county infrastructure (Project 50105); and WHEREAS,on October 8,2016,Change Order No. 3 was administratively approved to add 421 days to apply lessons-learned Full-Scale Implementation Project Status (FSIP 1, 2 and 5) to enhance efforts to build an asset management capability in the Agency that will provide complete visibility on the investments required over time to protect and preserve the infrastructure and other critical assets of the organization(Project 50105); and WHEREAS,the parties desire to amend the Agreement to incorporate additional statement of works, fees, and implementation schedules for the integration into Public Utilities Department's Asset Management System Cityworks platform needed to migrate the Facilities Management Division ("CCFM") and the Public Services Department("CCPS") and its multiple divisions. WHEREAS, all other terms and conditions of the Agreement shall remain the same. NOW, THEREFORE, in consideration of the mutual promises and covenants herein contained, it is agreed by the parties as follows: 1. The addition of two Projects; 1) CCFM Cityworks AMS Planning and Design and Implementation and 2) CCPS Cityworks AMS Planning and Design and Implementation. Page 1 of 9 FIRST AMENDMENT TO AGREEMENT #13-6064"ASSET MANAGEMENT SOFTWARE AND CONSULTING SERVICES" IN WITNESS WHEREOF,the parties hereto,have each, respectively,by an authorized person or agent,have executed this Amendment on the date and year first written above. ATTEST: Dwight E. Brock,Clerk°of Courts BOARD • CO ' TY CO , .d NERS COLLI. ' C• T•, - • ;f S / B Pi 1 I UM- i By: ® 4 By: / P�.y SAts , Chairman Dated: I If)0{irdll o (SEAL) Attest as to Chairman's signature or:iv. Consultant's Witnesses: CONSULTANT Woolpert,In By: `1/41 Signature First Witness eii j ?� 7 e T'Type/print signature and titlel Type/int witness namet Second Witness Date //Ff Hr45-- f4-tc if TType/print witness namet A..rove. r to F. JO Leg lity: $l i6 Deirry County Attorney �- rney �-~ 8Wit-1 _. Print Name 014 Page 3 of 9 FIRST AMENDMENT TO AGREEMENT #I3-6064"ASSET MANAGEMENT SOFTWARE AND CONSULTING SERVICES" EXHIBIT A1 -1 TO FIRST AMENDMENT TO AGREEMENT #13-6064 FOR "ASSET MANAGEMENT SOFTWARE AND CONSULTING SERVICES" Statement of Work Cityworks AMS Planning Design and Implementation Division of Facilities Management 'k A l Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL CONTENTS PURPOSE 1 PROJECT MANAGEMENT 1 Task PM.1: Project Administration 1 Task PM.2: Project Kick-Off Meeting 2 Task PM.3: Project Schedule Coordination 3 Task PM.4: Client Status Meetings 3 Task PM.5: Internal Coordination Meetings 4 CHANGE CONTROL 5 QUALITY MANAGEMENT 6 TECHNICAL APPROACH 7 Phase 1: Implementation Planning 7 Task 1.1: Conduct Pre-Planning Discovery 8 Task 1.2: Install and Configure Core Cityworks AMS Software in a Sandbox Environment(County-Owned Task) 11 Task 1.3: Facilitate Cityworks AMS Software Demonstrations(County-Owned Task) 12 Task 1.4: Define Recommended Asset Data Model Structure 12 Task 1.5: Review and Analyze Existing Asset Registers 14 Task 1.6: Quality Control 15 Task 1.7: Phase Acceptance and Close 15 Phase 2: System Design and Configuration 16 Task 2.1: Define Planned Maintenance/Asset Management Activities 16 Task 2.2: Define Cityworks AMS and Materials Management Workflows 19 Task 2.3: Design ArcGIS Facilities Geodatabase 21 Task 2.4: Document Hardware and Network Design Requirements(County-Owned Task) 22 Task 2.5: Prepare Configuration Documentation 23 Task 2.6: Provide Cityworks AMS Configuration Training(County-Owned Task) 23 Task 2.7: Facilitate Core Cityworks AMS Software Configuration 24 Task 2.8: Facilitate Inventory and Materials Management Configuration 26 Task 2.9: Quality Control 27 Task 2.10: Phase Acceptance and Close 27 Collier County,Florida—Facilities Management Division 1 A 1 Cityworks AMS Implementation Planning and Design V Statement of Work WOOLPEPT ARCHITECTURE C ENGINEERING I GEOSPATIAL PURPOSE The Collier County Facilities Management Division (Division) is comprised of ten major functions: Building Manage- ment, Facilities Capital Renovations and Construction, Space Planning and Allocation, Grounds Management,Jani- torial Services,Building Operations,Security,Real Property,Conservation Collier and Indoor Air Quality.The Division is responsible for the maintenance of all County-owned and operated buildings including some leased structures. The Division currently utilizes the Infrastructure.net (iDN) solution, coupled with various individually maintained spreadsheets and reports,to manage facilities work requests,work orders,asset inventory,and materials inventory. Congruent with the County's decision to implement the Cityworks AMS solution as the standardized maintenance/ asset management solution to be used by all County agencies, the Division is seeking to replace its current iDN solution with the Cityworks AMS solution. The Division is engaging Woolpert, Inc. under the terms of AGREEMENT 13-6064 for Asset Management and Software Consulting Services for the planning,design, deployment, and sup- port of its planned Cityworks AMS solution. The Division intends to undertake its Cityworks AMS implementation in phases, beginning with this Statement of Work focused on implementation planning, system design, configuration, and deployment activities. The County intends to leverage in-house expertise to complete a number of key system implementation tasks,including but not necessarily limited to user training,user acceptance testing,and go-live support. PROJECT MANAGEMENT An Enterprise Asset Management system implementation is a com- plex endeavor that presents a variety of technical and organizational challenges that will need to be identified,analyzed,understood,and 1n1ia1e ""1110' P'°" continually managed in order to ensure a successful outcome. Woolpert's Project Management approach provides for the resources and tools needed to successfully manage the project through all processes,including: °""°r phases/p g P:�°�e a ,...,,. a°se Con vol • Initiation.project authorizations and expectations; • Planning. project definitions, objectives, deliverables, anal- ysis of alternatives; • Execution.coordination of resources,quality management, product and service delivery; • Monitoring and Controlling. monitoring and measuring to identify variances and imitate corrective actions • Close-Out.acceptance of project deliverables and results. To fulfill each of these objectives, Woolpert will employ the different project management tools described in the following sections. The project management tasks defined within this Statement of Work are based on an overall project schedule. County-imposed delays to the project schedule in excess of four weeks may result in increased project management costs. Task PM. 1 : Project Administration Woolpert will provide the following general project management services: Collier County,Florida—Facilities Management Division 1 A/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL • Develop,in cooperation with the County("Client's")project manager,a project plan and schedule; • Proactively manage and update project plan and schedule, as required, throughout the duration of the project. Project plan and schedule modifications will be facilitated upon common agreement between the Client and Woolpert in accordance with the issue control process detailed in the project plan; • Coordinate project events with the Client's project manager and Woolpert team members; • Author,edit,review,and distribute project documentation and technical reports as required; • Facilitate in-process review meetings with the Client's project manager, committees, management, and end-users as scheduled,and appropriate,throughout the duration of the project; • Maintain a secure project collaboration web site to post project schedule details, in-process tasks and re- sponsible parties,technical documentation,as well as other project collaboration tools; • Perform miscellaneous project administration(e.g.arrange travel,internal project updates);and • Anticipate problem areas and propose and facilitate solutions Deliverables • Draft and final project plan; • Monthly project status reports; • On-going project management,including resource allocation,invoicing and general consulting; • Password protected project collaboration environment and issue log management. Assumptions • The activities discussed in this section will begin once a Written Notice-to-Proceed is received from the Client. Client Responsibilities • The Client will designate a Project Manager(PM)to serve as a single point of contact for all project management issues and questions; • The Client PM will assemble a team of domain and technical experts and have representation of all divisions/work groups involved throughout all phases of the project; • The Client PM will review,comment and accept draft project work plan within five days of docu- ment delivery; • The Client PM will schedule appropriate internal staff and provide facilities for on-site meetings and off-site conference calls; • The Client PM will review and accept project status reports, or otherwise provide comments on same within a reasonable time frame. Task PM.2: Project Kick-Off Meeting As soon as is reasonably feasible, following receipt of the Written Notice to Proceed, Woolpert's project manager will work with the Client's project manager to schedule a Project Kick-Off Meeting.This meeting will be facilitated on-site at the Client's facilities for the purpose of: 1)establishing the necessary project management protocols to be adhered to by all stakeholders,2)reviewing the Client's implementation goals and objectives with all team members, 3) identifying any Client-owned source documentation necessary to support the project, 4) identifying all critical path schedule milestones,and 5)addressing any outstanding scope or schedule questions that Client stakeholders may have.Said meeting shall be of a duration suitable for addressing each of the items previously listed. Develop- ment of the kick-off meeting agenda shall be the joint responsibility of Woolpert's and the Client's project managers. Collier County,Florida—Facilities Management Division 2 A I Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATtAL Deliverables • Kick-Off meeting agenda; • Woolpert's Project Manager and Senior Systems Analyst will facilitate one three (3) hour on-site project kick-off meeting; • Kick-Off Meeting notes. Assumptions • The activities discussed in this section will begin once a Written Notice-to-Proceed is received from the Client Client Responsibilities • The Client PM will schedule meeting space and supporting technology peripherals suitable for the kick-off meeting; • The Client PM will coordinate and schedule meeting attendees; • All identified Client Kick-Off Meeting attendees will actively participate in the meeting without un- due interruption. Task PM.3: Project Schedule Coordination Project schedule coordination and management will be performed using Microsoft Project software. Project sched- ules and tasks will be monitored and adjusted as needed,depending upon the Client's priorities and ability make its staff and facilities available at the appropriate times throughout the project. An updated project schedule delineat- ing resources, scheduled tasks, and completed tasks will be maintained and available to all Woolpert and Client project participants. Deliverables • Woolpert will maintain a project schedule on an on-going basis. Assumptions • The activities discussed in this section will begin once a Written Notice-to-Proceed is received from the Client. Client Responsibilities • The Client PM will review the project schedule on an on-going basis. Task PM.4: Client Status Meetings Woolpert will facilitate a regular occurring status meeting. Woolpert's project manager will participate in regularly scheduled project status meetings with the Client's project manager and designees for the purpose of reviewing project issues including: 1) activities, action items, and deliverables completed to date; 2) activities, action items, and deliverables in process or scheduled;3)technical or contractual issues that require corrective action.Woolpert meeting participants will include Woolpert's project manager and ad hoc team members,as required. Client meet- ing participants will be as deemed necessary by the Client's project manager,or as requested by Woolpert's project manager. When feasible,Client Status Meetings will be held on-site at the Client's facilities in conjunction with other scheduled on-site tasks. Otherwise,Client Status Meetings will be facilitated remotely using teleconference and web meeting tools. Collier County,Florida—Facilities Management Division 3 `A l Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL Deliverables • Woolpert will provide monthly project status reports to the Client PM; • Woolpert will facilitate bi-weekly Client Status Meetings. Assumptions • The activities discussed in this section will begin once a Written Notice-to-Proceed is received from the Client. Client Responsibilities • The Client PM will schedule appropriate internal staff and provide facilities for on-site meetings and off-site conference calls; • The Client PM will review and accept project status reports, or otherwise provide comments on same within a reasonable time frame; • The Client PM will schedule meeting space and supporting technology peripherals suitable for on- site meetings; • The Client PM will coordinate and schedule meeting attendees. Task PM.5: Internal Coordination Meetings Internal coordination meetings will be held on a regular basis to ensure continuous communication about tasks in process, scheduled tasks, and any issues impacting a successful implementation. Woolpert's project manager will also utilize these meetings to gather information from project team members required to manage on-going resource loading. Deliverables • Woolpert's Project Manager will facilitate weekly internal coordination meetings. Assumptions • The activities discussed in this section will begin once a Written Notice-to-Proceed is received from the Client. Client Responsibilities • None. Collier County,Florida—Facilities Management Division 4 1A/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLPE PT ARCHITECTURE E ENGINEERING I GEOSPATIAL CHANGE CONTROL This section defines how changes to the original objectives and/or deliverables defined in this Statement of Work will be handled. Both Woolpert and the Client recognize that changes are a normal part of the project life cycle. Woolpert \•I believes that managing change to project scope, cost, and W O O L P E R T Change Control Notice-04 schedule are critical to a project's success and employs a Enteyms*Asset MMogeseeN System ,Alplemeatatem comprehensive approach to change control. Woolpert's es- .« w asset.Malaya,pE-Project Manage tablished change control process is documented as follows: Era.,: Edward Stager.PE.Project O;recta Date: May 5,2014;Rev,Mtd Mdy 12,2011;Approved June 2,20M Any project team member(Client or Woolpert) may initiate Subject. Cage contra WACO Dt-otyWats Add Canfiyoraidn for WKS Case manage.. a Change Request whenever there is a perceived need for a change that will affect the desired or anticipated outcome of Tru1Change`ontrolold.irtemal "'noddy erefe'a"ea"aject,l"'ISCOedfSe' wcedl as truncated.4.: the work or any element of the project. The project team 0,;,„„, The oriknot Comm., ofsa,iasao.;,e,for Weapon de ,aeries of Sept of remitix%m eCCPW'sovret UMCSCNM.*Omni.Theft, wee member will use a Change Control Notice(CCN)form as ap cpdmiade awM d be USU modus ice Poe propriate for the change: • Ca�ee Hangmen • Camreois Reams, • Cape.Nan • Agreement to a Change Request signifies agreement ;.`'a`°""a. , agaW dm*.o plartan development efforts were soaped w TRACK e I CUSTOM LSCS CRY MIPIEMENTATICNIKA'aASEDQSTOMER MANAGEMENT SISTEMI[TIME to a change in overall costs,functionality,time scales, MAMMA J.T.aryw Project Truss;few as a prmided for ion A,taamee l m Mit or other identified project impact. Amposed Toroyr me,m..r 0rioatim dd..and Omni,efforts as»pleted to Mee,it we Cha ge: daarnid that Inc IMGs Cm Msna engin earwa tememraess owed anent mower; • Changes will be identified and communicated by/to o;,,eed Poorer. i. of !fine~ ow. meted the Outset MIA time fumee m oe furry forme.tr agotaim enwor:. the respective Project Managers by any of the pre- AMmMdw;aaAmeNmnapwaae*we„atodappawirpie Maw i for ivdd paioOutmer vrne SCade M+myornent amnion word am need ro oe aper tsor } scribed communication channels. Change Requests „order ma am.,e„ea.e,requirementsameCecMA,,,en mod. 1amHnA Cipnrons AMSaardgvwm.ersessman„ppsaatim denneeme AU,mase may be introduced via verbal conversation or other genes n operator.n a proJrwb eniremmo form Wvae ae,f NMU gs S.e.Wmpet tuba prepared a standard Ciywms OAS...emotion mope of so, form of communication but must be supported by the ; a;a;d�oe efforts performed Mm Meay:N"°�`""$" appropriate CCN document. h' • All CCN's will be converted to an Amendment and j Pi Mtn Maw w.,ww..WIZ processed pursuant to the County's Procurement Or- dinance and Procedures. • All project participants should understand that time is Figure 2-Sample Change Control Notice of the essence when initiating,reviewing,negotiating, and approving Change Requests, as any delays to work in progress caused by a CCN may impact the overall project schedule and budget. All request changes should be managed from their initiation through to their completion (acceptance or rejection) within five(5)business days from the start of the process. If the Client and Woolpert project managers cannot reach common agreement on the request change within this time frame, the issue will be elevated to the next level of management(both Client and Woolpert)for resolution. During the resolution process,all downstream project tasks potentially impacted by the requested change will be placed on hold until such time that resolution is achieved. Collier County,Florida—Facilities Management Division 5 IL A/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAI The following workflow diagram graphically depicts the above detailed process: Requested change is Woolpert PM documents Project Team member (Woolpert or Client) introduced by Requestor ' Proceed No request,discussion points n"..tri. and discussed among PMs 6.�+./..,. with and final decision via Fnd identifies a needed change via verbal or written Change? Project Memorandum to the Scope of Services • communication methods Yes . Initiating PM Client or Initiating PM Woolpert)prepares and CCN Yes updates CCN as submits CCN form(Scope, CCN reviewed by PMs and Updates required and other required project team ...ill. • Po.Fee,Schedule,Risk Required resubmits to Assessment) members the CCN review process No Woolpert PM -. .. updates Scope of Updated Project documents Services and signed by/distributed to Woolpert implements other related '—R appropriate team members ""-* changes Project documents,as required _ ...�„•,...---"" Figure 3:Change Control Process Each Change Control Notice(CCN)will clearly document the following: • Date • Change Control Number • CCN Initiated By • Original Scope of Services(language from the original scope that is being considered for change) • Proposed Change(narrative of the proposed change(s)being sought) • Schedule Impact(details about the proposed change(s)impact to the overall project schedule • Fee Impact(details on the proposed change(s)impact to the project budget) • Risk Assessment(narrative discussion about the risks the proposed change(s)will introduce to the project and the ways in which said risk will be mitigated) • Acceptance Signatures(Woolpert and the Client) QUALITY MANAGEMENT All Woolpert deliverables undergo a rigorous quality review before being submitted to the Client. Qualified Woolpert technical resources not directly involved in this project will perform independent quality reviews of the work and deliverable products in accordance with Woolpert's Total Quality Plan. Collier County,Florida—Facilities Management Division 6 1i A I Cityworks AMS Implementation Planning and Design J~� Statement of Work WOOLPERT ARCHITECTURE 1 ENGINEERING I GEOSPATIAt TECHNICAL APPROACH Woolpert has developed a multi-phased approach to implementing content rich enterprise asset management so- lutions. Each of the technical phases are executed in conjunction with continuous Project Management,Knowledge Transfer&Change Management,and Quality Management activities. Deliberate execution of each phase,with con- tinuous client involvement and feedback enables Woolpert to ensure a successfully planned,designed,configured, and deployed asset management solution that is used and useful immediately upon"Go-Live",provides for the tools and resources needed to support current and planned asset management activities, and provides the means to monitor and measure continuous improvement activities. Each of our five phases are performed in order,with specific phase deliverables achieving client sign-off in each of the appropriately defined tasks or sub-tasks. The culmination of each phase is solidified by a Phase Acceptance and Close-out process that signifies delivery and acceptance of the Phase Tasks/Sub-Tasks and clears the way to proceed with the next subsequent phase. Project Management Phase 1: Phase 2: Phase 3: Phase 4: 0. Core System Design10 Core System �/: Advanced AMS Phase 5: Project Planning Extended Support &Configuration Deployment functionality Knowledge Transfer&Change Management t I ... . .. ....... ._...... Quality Management Figure 4:Implementation Phases Per this Statement of Work, the Scope of Services will only include activities related to Project Planning (Phase 1) and System Design(Phase 2). System Configuration(Phase 2),System Deployment(Phase 3),Advanced Functionality (Phase 4),and Extended Support(Phase 5)activities will be addressed under a subsequent Statement of Work. Phase 1 : Implementation Planning Implementation Planning tasks are performed for the purpose of verifying and documenting a clear purpose for the planned City- works Asset Management System (AMS) implementation. Work Key Implementation Planning(Phase 1) and asset management functional and technical requirements, Deliverables which are understood by the Client's management and technical • Pre-Implementation Planning Discovery team members, are reviewed with Woolpert's implementation Technical Memorandum team in order to align goals and expectations and to establish crit- • Review and documentation of asset ical success factors as a means to measure implementation mile- sustainability policies,strategies,and stones. objectives • Installation of Cityworks AMS solution in Implementation Planning efforts will include a thorough review of sandbox environment the Division's existing and planned asset management policy,strat- • Software demonstrations egy, and objectives such that the Cityworks AMS solution can be • Review and analysis of existing Asset appropriately designed and configured to support the work man- Registers agement, data management, and reporting activities needed to • Recommended Asset Data Model structure achieve the organization's asset sustainability objectives. Collier County,Florida—Facilities Management Division 7 / Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL As part of Woolpert's continuous knowledge transfer and change control efforts, a sample Cityworks AMS solution will be installed,configured,and used to facilitate a series of software demonstrations to the client team early in the process. This early introduction to the system imparts a level of understanding among those client team members that will be asked to make design and configuration decisions. This is the first of many software demonstrations that will be used throughout our implementation process. Additional Implementation Planning efforts will be undertaken to recommend an appropriate asset data model structure and to identify, review,and analyze the Client's existing asset registers. Implementation of the Cityworks AMS solution requires the use of an Esri ArcGIS geodatabase as the system of record for all asset records. This technological characteristic of the Cityworks AMS solution represents a significant technological change that the Facilities Management Division will need to understand,embrace,and be able to support. The culmination of the Implementation Planning phase activities will be a series of technical memorandums detailing the planning activity findings and recommendations to be incorporated into the system design (and configuration - future Statement of Work)efforts. Relevant Implementation Planning tasks are as follows: • Task 1.1: Conduct Pre-Planning Discovery • Task 1.2: Install and Configure Core Cityworks AMS Software in a Sandbox Environment • Task 1.3: Facilitate Cityworks AMS Software Demonstrations • Task 1.4: Define Recommended Asset Data Model Structure • Task 1.5: Review and Analyze Existing Asset Registers • Task 1.6: Quality Control • Task 1.7: Phase Acceptance and Close Details on each of these tasks and their related sub-tasks are provided in the following sections. Task 1 .1 : Conduct Pre-Planning Discovery Woolpert will facilitate a series of pre-planning discovery sub-tasks for the purposes of: 1) understanding the Divi- Implementation Vision sion's over-arching corporate asset management objectives and strategies;2)aligning the Division's stated technical and . _ Review functional requirements with the governing project plan; Policies Objectives Strate Strategies Phase and Goals gand 3)identifying and documenting any critical performance requirements that have not been adequately addressed to Planned Performance Management date(critical/unique asset performance measures, system Define interfaces, unique workflow details, specific reporting re- Current Gap Target Baseline AnaIYss Measures quirements,data conversion requirements). Ultimately, we are utilizing this pre-planning discovery op- P2as4 EAM/CMMS Design portunity to engage the Division's management team and Build/ technical leads to define the target asset performance Maintain Phase measures the Cityworks AMS solution will be required to 5 Performance Management and Monitoring support. By clearly articulating an implementation vision and aligning it with the corporate policies, strategies, and i ii Pc rcac rnd(cc " i#€r, .r_- objectives, we are able to establish the desired "to-be" po- sition at the very on-set of the project. Woolpert will then compare the requirements to the Division's current asset management strategy baseline to define the outstanding measures that need to be implemented as part of the overall project. This will clearly establish the"roadmap"our project team and the Division's project participants will utilize to navigate the design,configuration,and deployment Collier County,Florida—Facilities Management Division 8 11♦J Cityworks AMS Implementation Planning and Design Statement of Work WQOL. PEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL phases of the project. Figure 5-Performance Management Roadmap,above illustrates how the pre-implementation planning discovery is used to align implementation goals and objectives and establish the requisite implementation road map. Any program elements that are discovered during this process that are not part of the Project Plan will be presented to the Division's management team for consideration. At their discretion, the Division's management team may elect to: 1) have these added to a revised Project Plan for inclusion in the core project implementation; 2) wait to address these issues as part of the Phase 5—Extended Support(future);or 3)place them in a"parking lot"for future consideration outside of this Scope of Work. Depending upon the Division's decision,Woolpert will make any nec- essary adjustments to the Project Plan and obtain acceptance from the Client PM. Woolpert's Project Manager will facilitate a Request for Information for the purpose of obtaining existing documen- tation maintained by the Facilities Management Division,including: 1. Asset management policies,strategies,objectives; 2. Copies of management and performance reports; 3. Work order and asset management business processes; 4. Materials management business processes; 5. Standard operating procedures; 6. Target levels of service and other performance measures; 7. Copies of existing materials inventories; 8. Copies of existing asset registries. Woolpert team members will perform an independent desktop review of the provided information in order to fa- miliarize ourselves with the Division's existing operations and prepare for the facilitation of the Pre-Planning Discov- ery Workshops. Woolpert's Project Manager and Senior Systems Analyst will facilitate a series of on-site workshops, as more fully described below: • Workshop 1:Asset Sustainability Policies,Strategies,Objectives 0.25 days • Workshop 2: Maintenance/Asset Management Activities 0.25 days • Workshop 3:Asset Registries 0.25 days • Workshop 4:Asset Sustainability Reporting Requirements 0.25 days • Workshop 5: Follow-Up to Workshops 1-4 0.50 days Woolpert will document the workshop findings in the form of a Technical Memorandum and submit same to the Client PM for review and approval. Associated sub-tasks are as follows: • Sub-Task 1.1.1: Request for Information o Sub-Task 1.1.1.1: Woolpert to Prepare Request for Information o Sub-Task 1.1.112: Woolpert to Submit RFI to Client PM o Sub-Task 1.1.1.3: Client PM to Facilitate Data Gathering Process and Provide Data to Woolpert (Client-Owned Task) o Sub-Task 1.1.4: Woolpert to Perform Desktop Review of Information • Sub-Task 1.1.2: Discovery Workshops o Sub-Task 1.1.2.1: Woolpert to Prepare for On-Site Discovery Workshops o Sub-Task 1.1.2.2: Woolpert to Facilitate Pre-Planning Discovery Workshops(On-Site Task) ■ Sub-Task 1.1.2.2.1: Workshop 1:Asset Sustainability Policies,Strategies,and Objectives (On-Site Task) Collier County,Florida—Facilities Management Division 9 11 A I Cityworks AMS Implementation Planning and Design V Statement of Work WOOLPE RT ARCHITECTURE I ENGINEERING I GEOSPATIAL • Sub-Task 1.1.2.2.2: Workshop 2:Asset/Maintenance Management Activities(On-Site Task) • Sub-Task 1.1.2.2.3: Workshop 3:Asset Registers(On-Site Task) ■ Sub-Task 1.1.2.2.4: Workshop 4:Asset Sustainability Reporting Requirements(On-Site Task) • Sub-Task 1.1.2.2.5: Workshop 5:Follow-Up to Workshops 1-4(On-Site Task) • Sub-Task 1.1.3: Pre-Planning Documentation o Sub-Task 1.1.3.1: Woolpert to Document Workshops Findings and Updated Scope of Services, Assumptions,and Risk Plan o Sub-Task 1.1.3.2: Woolpert to Submit Updated Documentation to Client PM o Sub-Task 1.1.3.3: Client Team to Review Updated Documentation(Client-Owned Task) o Sub-Task 1.1.3.4: Woolpert to Facilitate Remote Review Meeting with Client Team o Sub-Task 1.1.3.5: Woolpert to Perform Final Updates to Documentation o Sub-Task 1.1.3.6: Woolpert to Submit Final Revised Scope of Services,Assumptions,and Risk Plan to Client PM o Sub-Task 1.1.3.7: Client PM Provides Written Acceptance of Final Documents(Client-Owned Task) Deliverables • Woolpert will prepare a Request for Information(RFI)and submit it to the Client PM; • Woolpert will perform a desktop review of the data provided by the Client PM; • Woolpert's Project Manager and a Senior Systems Analyst will facilitate a series of discovery work- shops,on-site at the Client's facilities,over the course of one and a half(1.5)consecutive business days; • Woolpert will document the workshop discussions and findings in the form of a Technical Memo- randum and submit it to the Client PM; • Woolpert will update the Scope of Services, Assumptions, and Risk Plan (as required), based on the workshop findings,and submit it to the Client PM; • Woolpert's Project Manager will facilitate a remote review meeting, up to two(2) hours in dura- tion,with the Client team to review the contents of the Technical Memorandum; • Woolpert will make final updates to the Technical Memorandum,Scope of Services,Assumptions, and Risk Register, based on the outcome of the remote review meeting, and submit final docu- mentation to the Client PM. Assumptions • The Client PM will provide the Data gathered from the Request for Information no later than one (1)week prior to the scheduled pre-discovery workshops; • All activities,other than the actual workshop will be performed remotely; • The Client PM will ensure site readiness and staff participation for the workshops. Client Responsibilities • The Client PM will facilitate the data gathering process to collect the information requested in Woolpert's RFI; • The Client PM will secure appropriate meeting facilities in which Woolpert will conduct the work- shops; Collier County,Florida—Facilities Management Division 10 ♦1 Cityworks AMS Implementation Planning and Design T V Statement of Work WOOLPEPT ARCHITECTURE 1 ENGINEERING I GEOSPATIAL • The Client PM will schedule all Client workshop attendees; • All identified Client workshop attendees will actively participate in the on-site meetings without undue interruption; • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; • The Client PM will provide sign-off on all final documentation. Task 1 .2: Install and Configure Core Cityworks AMS Software in a Sandbox Environment (County-Owned Task) This task includes installing the core Cityworks AMS software, along with a pre-configured sample Facilities Asset Management database within the Division's networked environment.The County will perform the necessary soft- ware installation, testing and configuration required to ensure a successful deployment within the Division's on- premise sandbox or development environment. Woolpert's expectation is that the County will provision the appli- cation and database servers in a manner that supports an n-tier environment consistent with the County's estab- lished IT policy. At a minimum, Woolpert envisions a total of three environments — Development (DEV), Testing (TEST),and Production(PROD). This is an entirely County-Owned task that does not require any involvement from Woolpert staff. Associated sub-tasks are as follows: • Sub-Task 1.2.1: Client Team to Install and Configure AMS Software in a Sandbox Environment(Client- Owned Task) • Sub-Task 1.2.2: Client Team to Test Installation and Configuration and Modify as Required (Client- Owned Task) • Sub-Task 1.2.3: Client Team to Replicate Initial Sandbox Configuration to Development Environment (Client-Owned Task) • Sub-Task 1.2.4: Client Team to Provide Core AMS Software Administration Training to Client System Ad- ministrators(Client-Owned Task) Deliverables • There are no Woolpert deliverables associated with this series of sub-tasks. Assumptions • All installation,training,and administrator training activities specified herein will be performed by County staff adept in the administration of Cityworks AMS and will not require the support of Woolpert team members. Client Responsibilities • The Client will perform on-site installation, configuration, and testing of the core Cityworks AMS software application and databases in the Client's on-premise network environment(Sandbox and Development); • The Client will administer all required Cityworks Administrator training to the Facilities Division project team. Collier County,Florida—Facilities Management Division 11 {A l Cityworks AMS Implementation Planning and Design Statement of Work W © OLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL Task 1 .3: Facilitate Cityworks AMS Software Demonstrations (County-Owned Task) Once the initial Cityworks AMS sandbox environment has been installed and configured, the County will facilitate a series of software demonstrations for the purpose of introducing the Division's project team members to the core functionality and features of the Cityworks AMS software application. For many of the Division's project team mem- bers, this will be their first exposure to the new Cityworks AMS software. These demonstrations will provide an initial overview of the features and functions of the software and will serve as a basis of on-going software training and knowledge transfer that will increase in frequency and complexity as the project progresses through the subse- quent design, and future configuration and deployment phases.The on-site software demonstrations will be facili- tated multiple times over a one(1)day period to accommodate project team member schedules. After completion of the software demonstrations,a County Systems Analyst will work with the Division's identified AM System Administrator to establish Sandbox log-ins for each identified project team member so that they may log into the system at their leisure to further explore the Cityworks AMS software workflows and capabilities. Associated sub-tasks are as follows: • Sub-Task 1.3.1: Client Team to Prepare Software Demonstration Agenda (Client-Owned Task) • Sub-Task 1.3.2: Client Team to Prepare Site for Software Demonstrations(Client-Owned Task) • Sub-Task 1.3.3: Client Team to Provide Cityworks AMS Software Demonstrations(Client-Owned Task) • Sub-Task 1.3.4: Client Team to establish Sandbox log-ins for Facilities project team members(Client- Owned Task) Deliverables • There are no Woolpert deliverables associated with this series of sub-tasks. Assumptions • All demonstration preparation and delivery activities specified herein will be performed by County staff adept in the administration and functionality of Cityworks AMS and will not require the sup- port of Woolpert team members. • The Client's Project Manager will ensure Woolpert is provided access to the Cityworks AMS soft- ware environment installed on-premise. Client Responsibilities • The Client will administer all required software demonstration activities. Task 1 .4: Define Recommended Asset Data Model Structure Inventory and life-cycle maintenance of asset information is critical to the Division's business operations. The level of detail, quality of data,and type of asset information that needs to be maintained must be in alignment with the Division's established asset sustainability objectives (previously documented in Task 1.1). The architecture of the GIS-centric Cityworks AMS solution requires the use of an ArcGIS geodatabase as the system of record for all asset information to be accessed and managed through the Cityworks AMS user interface. Establishing an asset data model structure that properly supports the Division's asset sustainability objectives, while at the same time con- forming to the Cityworks AMS system architecture requirements is a critical step in the process. Ultimately, an ArcGIS geodatabase will need to be designed (Task 2.3) and then populated with quality asset data (future Scope of Work). Prior to delivering the physical geodatabase design and populating it with clean asset data, a number of pre-requisite tasks need to be accomplished, including developing a conceptual data model structure Collier County,Florida—Facilities Management Division 12 t♦/ Cityworks AMS Implementation Planning and Design Statement of Work W O O L P E R T • ARCHITECTURE I ENGINEERING I GEOSPATIAL (this task)and reviewing/analyzing existing asset data to identify any gaps that need to be addressed prior to legacy data migration activities(Task 1.5). In developing the recommended asset data model,Woolpert will work with Division technical staff to document the various asset systems, assets, assemblies,sub-assemblies,their hierarchies, and how they are managed within the context of the Division's established business processes. Woolpert will develop its asset data model recommenda- tions in line with industry standard best practices for facilities asset data modeling and management(Facilities In- formation Spatial Data Models, or FISDM). The resultant conceptual data model will include definitions for asset systems(HVAC, Electrical, Mechanical, Plumbing,Security, Life Safety,Grounds, Roofing, Power Generation, Power Supply),all associated assets maintained within these system hierarchies,and asset information(attributes)required to define the physical characteristics of the assets, assemblies, and sub-assemblies (name-plate information, criti- cality/condition information, life-cycle information, maintenance history information). The resultant data model will provide detailed information about these elements, as well as the inherent spatial and physical relationships among the individual assets within the various asset systems. Examples of asset attributes to be defined include: • Name-Plate Information • Criticality/Condition Infor- • Life-Cycle Information mation o Asset System(or o Installation Date Group) o Criticality o Estimated Service Life o Asset Type o Current Condition Rating o Purchase Price o Asset ID(unique sys- o Performance Rating o Warranty Expiration Date tem identifier) o Reliability Rating o Replacement Cost o Asset Alias(common o Service Level Rating o Next Replacement Date name) o Minimum Service Level Rat- o Manufacturer ing o Model o Back-Up Redundancy Level o Serial Number o Probability of Failure o Description o Consequence of Failure o Owner o Location (building,sys- tem,floor, room) o Status(in-service,out- of-service) Woolpert's Senior System Analyst will facilitate a one(1)day on-site workshop for the purpose of establishing and documenting an appropriate facilities management asset definition (features and attribution) and hierarchy (sys- tems, positions, assets, assemblies, sub-assemblies). The resultant asset data model structure will be a series of entity relationship(ER)diagrams detailing the asset hierarchy the Division will use within the Cityworks AMS solution to manage its asset inventory in support of furthering its asset sustainability objectives. This documentation will be used as the basis for performing the physical ArcGIS geodatabase design (future Task 2.3). Upon completing the on-site workshop,Woolpert will formalize the workshop discovery and decisions into a tech- nical memorandum defining the recommended Asset Data Model Structure. Associated sub-tasks are as follows: • Sub-Task 1.4.1: Workshop o Sub-Task 1.4.1.1: Woolpert to Prepare for On-Site Workshop o Sub-Task 2.1.1.2: Woolpert to Facilitate On-Site Asset Data Modeling Workshop(On-Site Task) • Sub-Task 1.4.2: Documentation o Sub-Task 1.4.2.1: Woolpert to Document Recommended Asset Data Model Structure Collier County,Florida—Facilities Management Division 13 1 A/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLRERT ARCHITECTURE I ENGINEERING I GEOSPATIAI. o Sub-Task 1.4.2.2: Woolpert to Submit Documentation to Client PM o Sub-Task 1.4.2.3: Client Team to Review Documentation(Client-Owned Task) o Sub-Task 1.4.2.4: Woolpert to Facilitate Remote Review Meeting with Client Team o Sub-Task 1.4.2.5: Woolpert to Update to Documentation Based on Review o Sub-Task 1.4.2.6: Woolpert to Submit Final Documentation to Client PM o Sub-Task 1.4.2.7: Client PM Provides Written Acceptance of Final Documents(Client-Owned Task) Deliverables • Woolpert will define and document the recommended asset data model structure needed to sup- port the Client's planned Cityworks AMS implementation in the form of a Technical Memorandum and submit it to the Client PM; • Woolpert's Senior Systems Analyst and Subject Matter Expert will facilitate a remote review meet- ing, up to two(2) hours in duration,with the Client team to review the contents of the Technical Memorandum; • Woolpert will make final updates to the recommended asset data model structure documentation, based on the outcome of the remote review meeting,and submit final documentation to the Client PM. Assumptions • All work activities will be performed remotely from Woolpert facilities; • Web meeting tools will be utilized to facilitate the remote review meeting. • All asset information utilized in the preparation of the documentation will have been previously pro- vided to Woolpert via the Request for information process—no new documentation will be introduced to the project during the performance of these sub-tasks. Client Responsibilities • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; • The Client PM will provide sign-off on all final documentation. Task 1 .5. Review and Analyze Existing Asset Registers Working from the previously established recommended asset data model,the next step is to review and analyze the Division's existing asset registers(Infrastructure.net databases,other databases,spreadsheets,hardcopy data sets) for the purpose of determining their fit for use in populating the requisite ArcGIS geodatabase with the required asset information. Woolpert will inventory and catalog the existing data sets. Next,Woolpert will analyze each of the documented data sets to ascertain the completeness,accuracy,and currency of each. Woolpert will document the results of this analysis in the form of a technical memorandum and provide recommen- dations to the Division on how to best prepare these data sets for use in migrating the data into the ArcGIS geoda- tabase(future Scope of Services). Associated sub-tasks are as follows: • Sub-Task 1.5.1: Woolpert to Inventory Existing Asset Registers • Sub-Task 1.5.2: Woolpert to Analyze Existing Asset Data Collier County,Florida—Facilities Management Division 14 ♦A Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL • Sub-Task 1.5.3: Woolpert to Document Existing Asset Data Gaps with Respect to Cityworks AMS Imple- mentation • Sub-Task 1.5.4: Woolpert to Submit Documentation to Client PM • Sub-Task 1.5.5: Client Team to Review Documentation(Client-Owned Task) • Sub-Task 1.5.6: Woolpert to Facilitate Remote Review Meeting with Client Team • Sub-Task 1.5.7: Woolpert to Update to Documentation Based on Review • Sub-Task 1.5.8: Woolpert to Submit Final Documentation to Client PM • Sub-Task 1.5.9: Client PM Provides Written Acceptance of Final Documents(Client-Owned Task) Deliverables • Woolpert will create an inventory of the various asset registers previously provided by the Client PM as part of the RFI process; • Woolpert will analyze the content of the asset registries and the suitability of the data to support development of a new ArcGIS geodatabase asset registry; • Woolpert will identify and document existing asset registry gaps in the form of a Technical Mem- orandum and submit it to the Client PM; • Woolpert's Senior Systems Analyst and Subject Matter Expert will facilitate a remote review meet- ing, up to two(2) hours in duration,with the Client team to review the contents of the Technical Memorandum; • Woolpert will make final updates to the recommended asset data model structure documentation, based on the outcome of the remote review meeting,and submit final documentation to the Client PM. Assumptions • All work activities will be performed remotely from Woolpert facilities; • Web meeting tools will be utilized to facilitate the remote review meeting. • All asset information utilized in the preparation of the documentation will have been previously pro- vided to Woolpert via the Request for information process—no new documentation will be introduced to the project during the performance of these sub-tasks. Client Responsibilities • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; • The Client PM will provide sign-off on all final documentation. Task 1 .6: Quality Control Woolpert technical resources, not regularly involved with this implementation will perform independent quality re- view of the work processes and deliverable products in accordance with the Woolpert Total Quality Plan. Task 1 .7: Phase Acceptance and Close Upon completion of the Phase 1 Tasks, the Woolpert Project Manager will provide a Phase Acceptance and Close document to the Client Project Manager for review and signature. The Client Project Manager's signature indicates Collier County,Florida—Facilities Management Division 15 11 A 1 Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE f ENGINEERING I GEOSPATIAI Woolpert has delivered the Phase 1 services in accordance with the Scope of Work and Project Plan. Phase 2 of this scope will not begin until Phase 1 has been approved by the Client. Phase 2: System Design and Configuration Using the information developed and documented in Phase 1(Im- plementation Planning) as our guide,Woolpert will lead the Divi- Key Core System Design(Phase 2)Deliverables sion's project team through a series of design activities required • Define Planned Maintenance/Asset to establish the blueprint by which the Cityworks AMS solution will Management Activities be configured for use. • Define Cityworks AMS and Materials Management workflows Woolpert will work with Division staff to document the mainte- Physical Design of the ArcGIS Geodatabase nance/asset management activities to be managed by the City- • Documentation of Hardware and Network works AMS solution. Work requests, work orders, and asset in- • Design Requirements spections will be defined for each of the Division's assets. Stand- ard work order life-cycle management and materials management application workflows will be defined and documented. A physical ArcGIS geodatabase design will be developed and documented. And finally,hardware and network design considerations will be documented. The culmination of the System Design phase activities will be a series of technical memorandums(design documents) detailing the Cityworks AMS application and database design enabling the solution to be configured to meet the Division's defined asset sustainability objectives. Relevant System Design tasks are as follows: • Task 2.1: Define Planned Maintenance/Asset Management Activities • Task 2.2: Define Cityworks AMS and Materials Management Workflows • Task 2.3: Design ArcGIS Facilities Geodatabase • Task 2.4: Document Hardware and Network Design Requirements • Task 2.9: Quality Control • Task 2.10: Phase Acceptance and Close Details on each of these tasks and their related sub-tasks are provided in the following sections Task 2.1 : Define Planned Maintenance / Asset Management Activities This task will be performed for the purpose of gathering detailed information needed to generate lists and other details that will be later used to configure the Cityworks AMS application and database for use by Division staff. Woolpert will facilitate the identification,gathering, and organization of the required information through a series of on-site workshops. The information discovered, and provided by Division staff, during these workshops will be distilled into a series of design templates. The following list introduces the areas of focus in defining the Division's planned maintenance/asset management activities: • Cityworks AMS Global Design Considerations: o Domains—Domains are a way to separate business units within Cityworks. Cityworks domains give an organization the ability to divide the system into separate units that perform different work. Each Collier County,Florida—Facilities Management Division 16 A I Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL domain will have its own configuration for preferences, employees, materials, equipment, service re- quests,work orders,and inspections. Users of each domain will only have permission to view records from their own domain unless given permission to view information from another domain. o Employees—The employee list contains details about all the employees within Cityworks. To assign labor cost to a work order,all different hourly rates must be specified for each employee. These rates include; regular rates as well as overtime, holiday, overhead or any other applicable rates. All users should be assigned an employee id as well as a login id if they are going to be users of the system. o Security—Security exists within Cityworks Server that is independent from work order,service request, and inspection security. These security roles are used to define the pages and/or tabs within the City- works server menu bar. o Auditing—Auditing allows a Cityworks user to open a work order,service request, inspection, project and/or contract and view changes that have been made to many of the fields. o Materials—Any material that would be considered a consumable to perform work should be entered into Cityworks to be utilized within a work order. o Equipment— Equipment is defined as any tool or machine used to perform work. These items can include anything from a shovel to a backhoe. For each piece of equipment,a cost has to be associated to that particular piece of equipment. Costs can be calculated by the hour or by have a fixed cost per unit. o Contractors—The contractor list in Cityworks is used for any services a contractor may provide. Details about contractor-provided labor,equipment or materials can be tracked within a work order. o Projects—Projects can be used within Cityworks to group work orders and service requests together into a common project. By assigning work orders and service requests to a project,the cost of those items will be rolled up to the project to show a total cost of the project. Projects can be used for almost any application from a CIP project to tracking costs for an emergency management situation. • Work Management Design Considerations: o Service Requests(Work Requests)—Service requests are generally used to identify asset performance issues(typically via customer phone calls,emails,or web portals). Service requests can be configured for questions and answers and will generally described an asset performance issue,but not define the actual asset or issue. As service requests are dispatched and responded to,work orders can be initiated to manage the actual corrective maintenance activities performed to resolve the issue. o Work Orders—Work orders are the primary tool for tracking, costing, and scheduling work. Work orders are mostly tracked to assets and the cost of the work is associated to the cost of maintaining that particular asset. Work orders may also be used to track non-asset specific work such as meetings and training time. More than one asset can be assigned to a work order. If no asset is available to track work against,the work is tracked against an asset type as opposed to an individual asset. Work Orders are often categorized as Install, Repair, and Replace. Repair and Replace work orders can be further sub-categorized as Reactive Maintenance, Preventive Maintenance, Predictive Maintenance,and Cor- rective Maintenance. o Work Order Tasks—Tasks are used to define the different types of work (or activities)that are per- formed in the operation and maintenance of the assets. Each work order can have multiple unique tasks associated to it. Labor, equipment, and materials costs can be tracked at the work order task level. o Inspections—Inspections allow users to perform inspections against assets and store the results within Cityworks. Inspections can be created from work orders and service requests or as standalone inspec- tions. o Problem, Failure,Action,Cause(PFAC)Codes—PFAC Codes can be configured for capture on CMMS work orders to provide information valuable in future asset specification, procurement, installation, and maintenance activities. o Performance Indicators—various performance indicators,designed to achieve alignment with the Di- vision's defined asset sustainability objectives can be supported by various types of data captured within the Cityworks AMS service request,work order,and inspection instruments. Collier County,Florida—Facilities Management Division 17 `A l Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL Woolpert will discover and document as much of the above listed information as possible in the time allotted for on-site workshops. Information that cannot be addressed during the workshops will be assigned to the Client PM and other technical team members to prepare and deliver to Woolpert outside of the allotted workshop hours. Woolpert's Project Manager and Senior Systems Analyst will facilitate a series of on-site workshops, as more fully described below: • Workshop 1:Global Cityworks AMS Design 1.0 days • Workshop 2:Service Requests 0.5 days • Workshop 3:Work Orders 1.0 days • Workshop 4: Inspections 0.5 days Woolpert will document the workshop findings in the form of a Technical Memorandum and submit same to the Client PM for review and approval. Associated sub-tasks are as follows: • Sub-Task 2.1.1: Workshops o Sub-Task 2.1.1.1: Woolpert to Prepare for On-Site Workshops o Sub-Task 2.1.1.2: Woolpert to Facilitate Workshops(On-Site Task) ■ Sub-Task 2.1.1.2.1: Workshop 1:Global Cityworks AMS Design ■ Sub-Task 2.1.1.2.2: Workshop 2:Service Requests(On-Site Task) ■ Sub-Task 2.1.1.2.3: Workshop 3:Work Orders(On-Site Task) ■ Sub-Task 2.1.1.2.4: Workshop 4:Inspections(On-Site Task) • Sub-Task 2.1.2: Documentation o Sub-Task 2.1.2.1: Woolpert to Document Planned Maintenance/Asset Management Activities o Sub-Task 2.1.2.2: Woolpert to Submit Documentation to Client PM o Sub-Task 2.1.2.3: Client Team to Review Documentation(Client-Owned Task) o Sub-Task 2.1.2.4: Woolpert to Facilitate Remote Review Meeting with Client Team o Sub-Task 2.1.2.5: Woolpert to Update Documentation Based on Review o Sub-Task 2.1.2.6: Woolpert to Submit Final Documentations to Client PM o Sub-Task 2.1.2.7: Client PM Provides Written Acceptance of Final Documents(Client-Owned Task) Deliverables • Woolpert's Senior Systems Analyst and Systems Analyst will facilitate a series of discovery work- shops,on-site at the Client's facilities,over the course of one and a half(1.5)consecutive business days; • Woolpert will document the workshop discussions and findings in the form of a Technical Memo- randum and submit it to the Client PM; • Woolpert's Senior Systems Analyst will facilitate a remote review meeting, up to two(2) hours in duration,with the Client team to review the contents of the Technical Memorandum; • Woolpert will make final updates to the Technical Memorandum based on the outcome of the remote review meeting,and submit final documentation to the Client PM. Assumptions • All activities,other than the actual workshop will be performed remotely; • The Client PM will ensure site readiness and staff participation for the workshops. Collier County,Florida—Facilities Management Division 18 11 I Cityworks AMS Implementation Planning and Design Statement of Work WOOLRERT ARCHITECTURE I ENGINEERING I GEOSPATIAL • Web meeting tools will be utilized to facilitate the remote review meeting. Client Responsibilities • The Client PM will secure appropriate meeting facilities in which Woolpert will conduct the work- shops; • The Client PM will schedule all Client workshop attendees; • All identified Client workshop attendees will actively participate in the on-site meetings without undue interruption; • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; • The Client PM will provide sign-off on all final documentation. Task 2.2: Define Cityworks AMS and Materials Management Workflows The objective of the business process reviews is three-fold: 1)provide Woolpert's implementation team with a deep understanding of the Division's desired work/asset management work flows/business processes,2)provide Divi- sion project participants with a deeper understanding of the impending business process improvements introduced by the Cityworks AMS solution, and 3)establish asset life-cycle management and work management workflows in the context of the Division's asset management strategies and as supported by the Cityworks AMS software's func- tional and technical capabilities. One of the main features of today's leading asset and maintenance management software applications is their ability to be configured to fit the unique manner in which an organization manages and executes its infrastructure mainte- nance management activities. Over the course of many asset management system implementation engagements, Woolpert has learned that: 1)documenting asset management software work-flows can be a rather overwhelming task for the Client's technical leads;and 2)the service request, work order, and inspection life-cycles that need to be managed within the asset/maintenance management software application is 80—90 percent standard across all implementing organizations. Woolpert has taken this knowledge and developed a standard set of"best practice" workflow templates that we use to facilitate understanding of the work management life-cycle and we tailor these standard templates to best accommodate the implementing organization's standard"planning,scheduling,and ex- ecution"workflows. We have found that this approach saves time,money,and introduces a substantial level of best industry practices for work management activities right at the on-set of the project. Woolpert will facilitate a series of on-site workshops that investigate a number of standard work management work flow diagrams detailing the life-cycle management of work requests within the AM software application. The eight (8)primary workflow areas addressed will include: 1. Initiation 4. Scheduling 7. Emergency Work 2. Screening 5. Assignment 8. 0A Review&Completion 3. Planning 6. Performance Additionally,Woolpert will address the following three(3)ancillary work flows: 1. Asset Set-Up and Modification 2. Preventative Maintenance/Predictive Maintenance Work Order Set-Up and Modification 3. Inventory Management Processes Collier County,Florida—Facilities Management Division 19 A/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL Along with the various workflows,Woolpert will introduce the use of Work Order Statuses, reasons why work order /inspection performance might be delayed(awaiting parts,awaiting available crews,weather delays,etc.),the abil- ity to track and report on work orders throughout their life-cycle,and how all of these factors relate to establishing a work management environment that moves from reactive maintenance to a more proactive maintenance position (one of the multiple asset management best practices Woolpert facilitates through our implementations). Also, as part of these workshop discussions,Woolpert will expand upon the discussions of Levels of Service, asset performance measures,and specialized reporting requirements to identify any key custom data fields that will need to be taken under consideration during the future configuration activities. Upon the completion of these workshops,Woolpert will compile all of the comments and feedback received from the Client's technical team members (maintenance staff), and update the standard workflow diagrams to reflect local practices. Our past experiences with this exercise indicate that we should not need to make more than a few edits to our standard workflow diagrams. The resultant documentation will later be used by the Client's technical team and system administrators to develop standard operating procedures and training materials. In addition to documenting the Cityworks AMS work management workflows,Woolpert will work with the Division to document Materials Management workflows required to optimize the materials requisition,purchasing(through the County's SAP solution), receipt,and inventory management workflows. This effort only need to be undertaken if the Division intends to utilize the Cityworks Storeroom application functionality. Otherwise, all that is need to support standard Cityworks AMS work order activities is the development of a materials list(Task 2.1). Woolpert's Senior Systems Analyst and Systems Analyst will jointly facilitate a series of on-site Cityworks AMS and Materials Management workflow definition workshops over the course of two (2) consecutive business days, as follows: • Workshop 1:Cityworks AMS Workflows 1 day • Workshop 2: Materials Management Workflows 1 day Upon completion of the workshops,Woolpert will update the workflow templates to reflect changes to the standard workflows that need to be made to localize work and materials management activities to the Facilities Management Division. Associated sub-tasks are as follows: • Sub-Task 2.2.1: Workshops o Sub-Task 2.2.1.1: Woolpert to Prepare for On-Site Workshops o Sub-Task 2.2.1.2: Woolpert to Facilitate Workshops(On-Site Task) • Sub-Task 2.2.1.2.1: Workshop 1:Cityworks AMS Workflows(On-Site Task) • Sub-Task 2.2.1.2.2: Workshop 2: Materials Management Workflows(On-Site Task) • Sub-Task 2.2.2: Documentation o Sub-Task 2.2.2.1: Woolpert to Update Workflow Documentation Based on Workshop Results o Sub-Task 2.2.2.2: Woolpert to Submit Documentation to Client PM o Sub-Task 2.2.2.3: Client Team to Review Documentation (Client-Owned Task) o Sub-Task 2.2.2.4: Woolpert to Facilitate Remote Review Meeting with Client Team o Sub-Task 2.2.2.5: Woolpert to Update Documentation Based on Review o Sub-Task 2.2.2.6: Woolpert to Submit Final Documentation to Client PM o Sub-Task 2.2.2.7: Client PM Provides Written Acceptance of Final Documents(Client-Owned Task) Collier County,Florida—Facilities Management Division 20 A t Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL Deliverables • Woolpert's Senior Systems Analyst and Systems Analyst will facilitate a series of workflow defini- tion workshops, on-site at the Client's facilities, over the course of two (2) consecutive business days; • Woolpert will document the workshop discussions and findings in the form of a Technical Memo- randum and Visio diagrams and submit it to the Client PM; • Woolpert's Senior Systems Analyst will facilitate a remote review meeting, up to two (2) hours in duration,with the Client team to review the contents of the Technical Memorandum; • Woolpert will make final updates to the Technical Memorandum based on the outcome of the remote review meeting,and submit final documentation to the Client PM. Assumptions • All activities,other than the actual workshop will be performed remotely; • The Client PM will ensure site readiness and staff participation for the workshops. • Web meeting tools will be utilized to facilitate the remote review meeting. Client Responsibilities • The Client PM will secure appropriate meeting facilities in which Woolpert will conduct the work- shops; • The Client PM will schedule all Client workshop attendees; • All identified Client workshop attendees will actively participate in the on-site meetings without undue interruption; • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; • The Client PM will provide sign-off on all final documentation. Task 2.3: Design ArcGIS Facilities Geodatabase Designing an ArcGIS facilities geodatabase is a pre-requisite for being able to configure and use the Cityworks ASM solution as intended. As stated previously,Cityworks AMS,as a GIS-centric maintenance/asset management solu- tion fully relies on the ArcGIS geodatabase as its asset system of record (registry). The conceptual facilities data model was previously defined in Task 1.4. This task focuses on the technical effort required to move from this con- ceptual design to a physical design, resulting in a shell ArcGIS geodatabase adhering to the technical requirements of an enterprise geodatabase,including cardinality and indexing rules,spatial data management,hierarchal relation- ships between feature classes,object classes,features,and related objects. Woolpert's facilities and geodatabase subject matter experts will perform the necessary design and documentation activities, while adhering to FISDM prescriptive best practices, to generate the required geodatabase design and associated documentation. Associated sub-tasks are as follows: • Sub-Task 2.3.1: Woolpert to Develop and Document Facilities Geodatabase Design • Sub-Task 2.3.2: Woolpert to Submit Geodatabase Design Documentation to Client PM • Sub-Task 2.3.3: Client Team to Review Geodatabase Design Documentation(Client-Owned Task) • Sub-Task 2.3.4: Woolpert to Facilitate Remote Review Meeting with Client Team Collier County,Florida—Facilities Management Division 21 A/ Cityworks AMS Implementation Planning and Design Statement of Work W O O L P E P T ARCHITECTURE(ENGINEERING I GEOSPATIAL • Sub-Task 2.3.5: Woolpert to Update Documentation Based on Review • Sub-Task 2.3.6: Woolpert to Submit Final Documentation to Client PM • Sub-Task 2.3.7: Client PM Provides Written Acceptance of Final Documents(Client-Owned Task) Deliverables • Woolpert will develop and document a logical facilities geodatabase design in the form of a Tech- nical Memorandum and submit it to the Client PM; • Woolpert's Senior Systems Analyst and Systems Analyst will facilitate a remote review meeting,up to two(2)hours in duration,with the Client team to review the contents of the Technical Memo- randum; • Woolpert will make final updates to the Technical Memorandum based on the outcome of the remote review meeting,and submit final documentation to the Client PM. Assumptions • All work activities will be performed remotely from Woolpert facilities; • Web meeting tools will be utilized to facilitate the remote review meeting. Client Responsibilities • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; • The Client PM will provide sign-off on all final documentation. Task 2.4: Document Hardware and Network Design Requirements (County-Owned Task) The County IT Department requires detailed network architecture diagrams be developed and approved for all planned software application deployments. The County will document hardware and network design requirements and work with the IT Department to obtain approval of said system architecture documentation. Associated sub-tasks are as follows: • Sub-Task 2.4.1: Client Team to Prepare Cityworks AMS system architecture documentation and submit to County IT for review and approval(Client-Owned Task); • Sub-Task 2.4.2: Client Team to update Cityworks AMS system architecture documentation per County IT direction(Client-Owned Task); • Sub-Task 2.4.3: Client PM to provide Woolpert with a copy of the final approved system architecture documentation(Client-Owned Task). Deliverables • There are no Woolpert deliverables associated with this series of sub-tasks. Assumptions • All activities related to the documentation and approval of the Cityworks AMS system architecture will be performed by County staff and will not require the support of Woolpert team members. Collier County,Florida—Facilities Management Division 22 A/ Cityworks AMS Implementation Planning and Design V Statement of Work WOOLPE RT ARCHITECTURE I ENGINEERING I GEOSPATIAI Client Responsibilities • The County will document hardware and network design requirements specific to the Collier County IT infrastructure. Task 2.5: Prepare Configuration Documentation Woolpert will compile the asset management program data gathered and documented through the multiple on-site workshops and other related project meetings completed project-to-date (pre-planning discovery) and distill this information into a series of organized configuration documents. This configuration documentation, consisting of standard AM system elements, as well as the customized details required to support the County's specific asset management program, will be used to guide the configuration of the AM system such that it is localized to the County's specific work order and asset maintenance management requirements. Associated Sub-Tasks are as follows: • Sub-Task 2.5.1: Woolpert to Prepare Draft Configuration Documentation • Sub-Task 2.5.2: Woolpert to Submit to Client PM for Review • Sub-Task 2.5.3: Woolpert to Facilitate Remote Review Meeting with County Technical Team Deliverables • Woolpert team members will develop a set of configuration documents as more fully detailed above • Woolpert will facilitate a remote review meeting up to four(2)hours in duration with the County's technical team Assumptions • All above listed tasks will be performed remotely County Responsibilities • Review the prepared Draft Configuration documentation • Participate in the remote review meeting Task 2.6: Provide Cityworks AMS Configuration Training (County- Owned Task) The County will facilitate a series of configuration training courses for the purpose of providing the County's project team members with the Cityworks knowledgebase needed to support the system design and implementation deci- sions.Configuration Training will be comprised of a two-day curriculum designed to cover all relative aspects of the AM system configuration. Completion of the configuration training will ensure the County's project participants (those with implementation responsibilities)are provided with enough exposure to,and understanding of,the City- works work order and asset management functionality such that they are able to make smart and informed config- uration decisions as they relate to the overall implementation objectives. The intent of the Configuration Training is not to provide the skills needed to maintain the daily operations of the system. This End-User Training is provided at a later date. Configuration Training will be facilitated in a classroom environment(computer lab or training room)on-site at the County's facilities. Associated Sub-Tasks are as follows: Collier County,Florida—Facilities Management Division 23 O♦I Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I G€OSPATIAL • Sub-Task 2.6.1: Client Team to Prepare Configuration Training Agenda(Client-Owned Task) • Sub-Task 2.6.2: Client Team to Prepare Site for Configuration Training(Client-Owned Task) • Sub-Task 2.6.3: Client Team to Provide Configuration Training(Client-Owned Task) o Sub-Task 2.6.3.1: Configuration Training Class 1(Client-Owned Task) o Sub-Task 2.6.3.2: Configuration Training Class 2(Client-Owned Task) Deliverables • There are no Woolpert deliverables associated with this series of sub-tasks. Assumptions • All activities related to the Cityworks AMS Configuration Training will be performed by County staff and will not require the support of Woolpert team members. County Responsibilities • The County project team to develop a training agenda • The County will provide an onsite trainer for up to two (2) consecutive business days to provide the Configuration Training • County project manager to schedule and accommodate the appropriate County project team members such that they are available, without undue interruption, for the required number of days • Secure an appropriate training facility suitable for participants Task 2.7: Facilitate Core Cityworks AMS Software Configuration Woolpert will facilitate the Core Cityworks Configuration through a series of up to two (2) on-site configuration workshops. The first round of workshops will address: • Domains. This is the security architecture that determines how employees, work orders and other asset maintenance management information can be shared across organizational boundaries. • Employee Hierarchy.Determines security protocols for each user of the system as well as practical grouping of employees for assignments to work orders,inspections,and service requests(e.g. crews). • Work Orders.Templates for each of the type of maintenance activities that will be performed on each asset in the system • Tasks. Individual work items associated with a work order. For example, a repair sewer main work order might have tasks for establish traffic control, utility locate,excavate,etc. • Materials Hierarchy.Organization and rules for items that are used to repair assets. Examples of materials are things such as pipes and meters. • Equipment Hierarchy.Organization and rules for items that are utilized to complete a work order but are not consumed. Examples are items such as backhoes,vehicles,vacuum trucks,etc. • Service Requests.Templates for requests for service.Many times maintenance activities are initiated start- ing with a service request whose purpose is to determine if a work is necessary or not. • Reporting.Current or future expected reports will be discussed and designed. • Projects. Projects to be managed within the Cityworks AMS software Woolpert will update the System Configuration Document upon completion of the first round of configuration work- shops.The extra planning steps that are taken during the initial phases of an implementation,such as this will reap tremendous rewards when the system goes into production. In support of the configuration workshops,Woolpert will have a full version of Cityworks available to help facilitate ideas and approaches to the configuration —this is also part of the overall iterative learning process. Collier County,Florida—Facilities Management Division 24 11♦I Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL At the end of the first round of workshops,there will be a set of action items for the County team members,such as compiling a list of employees,work crews,and contractors,as well as hard copies of work orders,reports,inspection forms, and other relevant data sets. Woolpert will prepare a detailed list of action items and submit them to the County project manager.At the end of first round of configuration workshops,Woolpert expects to have gathered enough information to configure approximately 70%of the County's desired asset maintenance management func- tionality. The second round of workshops will address proposed configuration approaches to service requests, work orders, and inspections identified in the initial workshops. During second round workshops,the County's actual configured data will be available for viewing within the AM System software. At the end of second round of workshops, Woolpert expects to have gathered enough information to configure approximately 85%to 100%of the County's Core AM System requirements. Associated Sub-Tasks are as follows: • Sub-Task 2.7.1: Round 1 Configuration o Sub-Task 2.7.1.1: Round 1 Configuration Workshops • Sub-Task 2.7.1.1.1: Woolpert to Prepare for Configuration Workshops • Sub-Task 2.7.1.1.2: Facilitate Workshops(On-Site Task) o Sub-Task 2.7.1.2: Woolpert to Update Configuration Documentation(Round 1) o Sub-Task 2.7.1.3: Woolpert to Perform Configuration in Development Environment(Round 1) o Sub-Task 2.7.1.4: Woolpert to Facilitate Remote Configuration Review Meetings with Client Technical Team • Sub-Task 2.7.1.4.1: Remote Review Meeting 1 • Sub-Task 2.7.1.4.2: Remote Review Meeting 2 • Sub-Task 2.7.2: Round 2 Configuration o Sub-Task 2.7.2.1: Round 2 Configuration Workshops • Sub-Task 2.7.2.1.1: Woolpert to Prepare for Configuration Workshops • Sub-Task 2.7.2.1.2: Facilitate Workshops(On-Site Task) o Sub-Task 2.7.2.2: Woolpert to Update Configuration Documentation(Round 2) o Sub-Task 2.7.2.3: Woolpert to Perform Configuration in Development Environment(Round 2) o Sub-Task 2.7.2.4: Woolpert to Facilitate Remote Configuration Review Meetings with Client Technical Team • Sub-Task 2.7.2.4.1: Remote Review Meeting 1 • Sub-Task 2.7.2.4.2: Remote Review Meeting 2 Deliverables • A Woolpert Senior System Analyst and System Analyst will facilitate Round 1 Facilities Manage- ment On-Site Configuration Workshops for up to three(3)consecutive business days • Woolpert will update the configuration documentation based on the outcome of the first round of configuration workshops • Woolpert staff will perform system configuration in the County's on-premise development envi- ronment via remote access • Woolpert will facilitate two(2) remote in-process configuration review meetings,each up to four (4)hours in duration,with the County's technical team • A Woolpert Senior System Analyst and System Analyst will facilitate Round 2 Facilities Manage- ment On-Site Configuration Workshops for up to two(2)consecutive business days Collier County,Florida—Facilities Management Division 25 r.. `A Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL • Woolpert will update the configuration documentation based on the outcome of the second round of configuration workshops • Woolpert staff will perform system configuration in the County's on-premise development envi- ronment via remote access • Woolpert will facilitate two(2) remote in-process configuration review meetings, each up to two (2)hours in duration,with the County's technical team Assumptions • All workshop preparation activities will be performed remotely • Actual workshops will be administered on-site at County facilities • County staff participating in the Configuration workshops will do so un-interrupted County Responsibilities • Secure an appropriate workshop facility • Coordinate and schedule workshop participants • Workshop participants shall actively participate in workshop activities • Populate the updated GIS database with the pilot facility data before the Configuration Workshops begin with the goal of having at least 80%of all the data in the system by go-live. Task 2.8: Facilitate Inventory and Materials Management Configuration Materials management and inventory control procedures play a significant role in properly deployed asset mainte- nance management solutions. As materials are added to work orders,they need to be depleted from the stock and the cost of the materials added to the work orders; as materials are depleted from stock,they need to be requisi- tioned from the various vendors. This task is focused on configuring the materials management module of Cityworks to achieve these objectives. The effort required to integrate Cityworks with the County's purchasing and inventory system of record is addressed in the Systems Integration tasks. To accomplish these goals,Woolpert will facilitate a series of Inventory and Materials Management Configuration Workshops and then perform the resulting configuration in the Cityworks Storeroom software. Associated Sub-Tasks are as follows: • Sub-Task 2.8.1: Configuration Workshops o Sub-Task 2.8.1.1: Woolpert to Prepare for Configuration Workshops o Sub-Task 2.8.1.2: Woolpert to Facilitate Configuration Workshops(On-Site Task) • Sub-Task 2.8.2: Woolpert to Update Configuration Documentation • Sub-Task 2.8.3: Woolpert to Perform Configuration in Development Environment • Sub-Task 2.8.4: Woolpert to Facilitate Remote Configuration Review Meetings With County Technical Team o Sub-Task 2.8.4.1: Remote Review Meeting 1 o Sub-Task 2.8.4.2: Remote Review Meeting 2 • Sub-Task 2.8.5: Woolpert to Update Configuration in Development Environment Deliverables • A Woolpert Senior System Analyst will facilitate On-Site Facilities Management Configuration Workshops for up to two(2)consecutive business days Collier County,Florida—Facilities Management Division 26 ♦Al Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL • Woolpert will update the configuration documentation based on the outcome of the first round of configuration workshops • Woolpert staff will perform system configuration in the County's on-premise development envi- ronment via remote access • Woolpert will facilitate two(2) remote in-process configuration review meetings, each up to one (1)hour in duration,with the County's technical team Assumptions • All workshop preparation activities will be performed remotely • Actual workshops will be administered on-site at County facilities • County staff participating in the Configuration workshops will do so un-interrupted County Responsibilities • Secure an appropriate workshop facility • Coordinate and schedule workshop participants • Workshop participants shall actively participate in workshop activities Task 2.9: Quality Control Woolpert technical resources, not regularly involved with this implementation will perform independent quality re- view of the work processes and deliverable products in accordance with the Woolpert Total Quality Plan. Task 2.10: Phase Acceptance and Close Upon completion of the Phase 2 Tasks,the Woolpert Project Manager will provide a Phase Acceptance and Close document to the Client Project Manager for review and signature. The Client Project Manager's signature indicates Woolpert has delivered the Phase 2 services in accordance with the Scope of Work and Project Plan. Collier County,Florida—Facilities Management Division 27 EXHIBIT A1-2 CPS STATEMENT OF WORK (following this page) Page 5 of 9 FIRST AMENDMENT TO AGREEMENT #13-6064"ASSET MANAGEMENT SOFTWARE AND CONSULTING SERVICES" EXHIBIT Al -2 TO FIRST AMENDMENT TO AGREEMENT #13-6064 FOR "ASSET MANAGEMENT SOFTWARE AND CONSULTING SERVICES" Statement of Work Cityworks AMS Planning Design and Implementation Public Services Department A I Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL CONTENTS PURPOSE 1 PROJECT MANAGEMENT 4 Task PM.1: Project Administration 4 Task PM.2: Project Kick-Off Meeting 5 Task PM.3: Project Schedule Coordination 6 Task PM.4: Client Status Meetings 6 Task PM.5: Internal Coordination Meetings 7 CHANGE CONTROL 7 QUALITY MANAGEMENT 9 TECHNICAL APPROACH 9 Phase 1: Implementation Planning 10 Task 1.1: Conduct Pre-Planning Discovery 11 Task 1.2: Install and Configure Core Cityworks AMS Software in a Sandbox Environment(County-Owned Task) 13 Task 1.3: Facilitate Cityworks AMS Software Demonstrations(County-Owned Task) 14 Task 1.4: Define Recommended Asset Data Model Structure 15 Task 1.5: Review and Analyze Existing Asset Registers 18 Task 1.6: Quality Control 19 Task 1.7: Phase Acceptance and Close 19 Phase 2: System Design and Configuration 19 Task 2.1: Define Planned Maintenance/Asset Management Activities 20 Task 2.2: Define Cityworks AMS and Materials Management Workflows 22 Task 2.3: Design ArcGIS Facilities and Parks Geodatabase 24 Task 2.4: Document Hardware and Network Design Requirements(County-Owned Task) 25 Task 2.5: Prepare Configuration Documentation 26 Task 2.6: Provide Cityworks AMS Configuration Training(County-Owned Task) 27 Task 2.7: Facilitate Core Cityworks AMS Software Configuration 27 Task 2.8: Facilitate Inventory and Materials Management Configuration 29 Task 2.9: Quality Control 30 Task 2.10: Phase Acceptance and Close 30 Collier County,Florida—Public Services t♦/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL PURPOSE The Collier County Public Services Department(Department)is comprised of multiple divisions. Not all divisions are included in this implementation project. Below is a summary of the division that are to be included and a brief description of the scope of this initial implementation: Division: Domestic Animal Services Division Facility management and inventory management at two loca- tions. Inventory management is mostly for medications and Basic Goal: will continue to be track by Chameleon. System Replacement: None,Chameleon will continue for POS functions Activity Types: As many as a dozen per asset type Data Migration: None About 7,examples include Buildings,equipment,fence,fields, Asset Types: kennels,outdoor resources,signs Number of Assets: Less than 1000 None,there are no plans to integrate with Chameleon at this System Integrations: time. Division: Community&Human Services Division Basic Goal: Manage computer devices System Replacement: None Activity Types: about a dozen Data Migration: None Asset Types: 1,computers Number of Assets: Less than 100 System Integrations: None Collier County,Florida—Public Services 1 `A' Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE 1 ENGINEERING I GEOSPATIAI Division: Library Division Basic Goal: Facility management and electronic device management. System Replacement: None Activity Types: As many as a dozen per asset type Data Migration: None About 12,examples include Buildings,equipment,fence,fields, Asset Types: outdoor resources,signs, large net,art 803 assets were provided in a spreadsheet, nearly half were Number of Assets: books that would not be tracked as assets. System Integrations: None Division: Museum Division Basic Goal: Facility management. None,the current PastPerfect will continue to manage museum System Replacement: pieces Activity Types: As many as a dozen per asset type Data Migration: None About 7,examples include Buildings,equipment,fence,fields, Asset Types: kennels,outdoor resources,signs Number of Assets: Less than 1000 None,there are no plans to integrate with PastPerfect at this System Integrations: time. Collier County,Florida—Public Services 2 I Al Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAI Division: Parks&Recreation Division Replace Infrastructure.net(iDN)solution that is managing parks assets. Note that the County Facility Department is planning to Basic Goal: replace this software with Cityworks. System Replacement: Infrastructure.net(iDN) Activity Types: As many as a dozen per asset type Data Migration: None About 20 to 30,examples include parcel,facility(has areas like Asset Types: beach,building and others),vehicle Number of Assets: Less than 1000 System Integrations: None Division: University Extension Service Division Basic Goal: Manage computer devices at 2 locations System Replacement: None Activity Types: about a dozen Data Migration: None Asset Types: 1,computers Number of Assets: Less than 100 System Integrations: None The Department currently utilizes the Infrastructure.net(iDN)solution,coupled with various individually maintained spreadsheets and reports, to manage work requests,work orders, asset inventory, and materials inventory. Con- gruent with the County's decision to implement the Cityworks AMS solution as the standardized maintenance/asset management solution to be used by all County agencies,the Department is seeking to replace its current iDN solution and other solutions with the Cityworks AMS solution. The Department is engaging Woolpert, Inc. under the terms of AGREEMENT 13-6064 for Asset Management and Software Consulting Services for the planning,design,deploy- ment,and support of its planned Cityworks AMS solution. The Department intends to undertake its Cityworks AMS implementation in phases, beginning with this Statement of Work focused on implementation planning,system design,configuration,and deployment activities. The County intends to leverage in-house expertise to complete a number of key system implementation tasks,including but not necessarily limited to user training,user acceptance testing,and go-live support. Collier County,Florida—Public Services 3 11 A/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL PROJECT MANAGEMENT An Enterprise Asset Management system implementation is a com- plex endeavor that presents a variety of technical and organizational challenges that will need to be identified,analyzed,understood,and In"dfe Plan continually managed in order to ensure a successful outcome. Woolpert's Project Management approach provides for the resources '111\ and tools needed to successfully manage the project through all 1.• • phases processes,including: Monitor /p g E.ecute a ..mm.*. ' Close Control • Initiation. project authorizations and expectations; �...�► • Planning. project definitions, objectives, deliverables, anal- ysis of alternatives; f... ..,� 4,.., • Execution. coordination of resources, quality management, product and service delivery; • Monitoring and Controlling.monitoring and measuring to identify variances and imitate corrective actions • Close-Out.acceptance of project deliverables and results. To fulfill each of these objectives, Woolpert will employ the different project management tools described in the following sections. The project management tasks defined within this Statement of Work are based on an overall project schedule. County-imposed delays to the project schedule in excess of four weeks may result in increased project management costs. Task PM. 1 : Project Administration Woolpert will provide the following general project management services: • Develop, in cooperation with the County("Client's")project manager,a project plan and schedule; • Proactively manage and update project plan and schedule, as required, throughout the duration of the project. Project plan and schedule modifications will be facilitated upon common agreement between the Client and Woolpert in accordance with the issue control process detailed in the project plan; • Coordinate project events with the Client's project manager and Woolpert team members; • Author,edit, review,and distribute project documentation and technical reports as required; • Facilitate in-process review meetings with the Client's project manager, committees, management, and end-users as scheduled,and appropriate,throughout the duration of the project; • Maintain a secure project collaboration web site to post project schedule details, in-process tasks and re- sponsible parties,technical documentation,as well as other project collaboration tools; • Perform miscellaneous project administration(e.g.arrange travel, internal project updates);and • Anticipate problem areas and propose and facilitate solutions Deliverables • Draft and final project plan; • Monthly project status reports; • On-going project management, including resource allocation,invoicing and general consulting; • Password protected project collaboration environment and issue log management. Collier County,Florida—Public Services 4 t♦I Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL Assumptions • The activities discussed in this section will begin once a Written Notice-to-Proceed is received from the Client. Client Responsibilities • The Client will designate a Project Manager(PM)to serve as a single point of contact for all project management issues and questions; • The Client PM will assemble a team of domain and technical experts and have representation of all divisions/work groups involved throughout all phases of the project; • The Client PM will review, comment and accept draft project work plan within five days of docu- ment delivery; • The Client PM will schedule appropriate internal staff and provide facilities for on-site meetings and off-site conference calls; • The Client PM will review and accept project status reports, or otherwise provide comments on same within a reasonable time frame. Task PM.2: Project Kick-Off Meeting As soon as is reasonably feasible,following receipt of the Written Notice to Proceed,Woolpert's project manager will work with the Client's project manager to schedule a Project Kick-Off Meeting.This meeting will be facilitated on-site at the Client's facilities for the purpose of:1)establishing the necessary project management protocols to be adhered to by all stakeholders,2)reviewing the Client's implementation goals and objectives with all team members, 3) identifying any Client-owned source documentation necessary to support the project, 4) identifying all critical path schedule milestones,and 5)addressing any outstanding scope or schedule questions that Client stakeholders may have.Said meeting shall be of a duration suitable for addressing each of the items previously listed. Develop- ment of the kick-off meeting agenda shall be the joint responsibility of Woolpert's and the Client's project managers. Deliverables • Kick-Off meeting agenda; • Woolpert's Project Manager and Senior Systems Analyst will facilitate one three (3) hour on-site project kick-off meeting; • Kick-Off Meeting notes. Assumptions • The activities discussed in this section will begin once a Written Notice-to-Proceed is received from the Client Client Responsibilities • The Client PM will schedule meeting space and supporting technology peripherals suitable for the kick-off meeting; • The Client PM will coordinate and schedule meeting attendees; • All identified Client Kick-Off Meeting attendees will actively participate in the meeting without un- due interruption. Collier County,Florida—Public Services 5 ♦/ Cityworks AMS Implementation Planning and Design _r----- Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL Task PM.3: Project Schedule Coordination Project schedule coordination and management will be performed using Microsoft Project software. Project sched- ules and tasks will be monitored and adjusted as needed,depending upon the Client's priorities and ability make its staff and facilities available at the appropriate times throughout the project. An updated project schedule delineat- ing resources, scheduled tasks, and completed tasks will be maintained and available to all Woolpert and Client project participants. Deliverables • Woolpert will maintain a project schedule on an on-going basis. Assumptions • The activities discussed in this section will begin once a Written Notice-to-Proceed is received from the Client. Client Responsibilities • The Client PM will review the project schedule on an on-going basis. Task PM.4: Client Status Meetings Woolpert will facilitate a regular occurring status meeting. Woolpert's project manager will participate in regularly scheduled project status meetings with the Client's project manager and designees for the purpose of reviewing project issues including: 1) activities, action items, and deliverables completed to date; 2) activities, action items, and deliverables in process or scheduled;3)technical or contractual issues that require corrective action.Woolpert meeting participants will include Woolpert's project manager and ad hoc team members,as required. Client meet- ing participants will be as deemed necessary by the Client's project manager,or as requested by Woolpert's project manager. When feasible,Client Status Meetings will be held on-site at the Client's facilities in conjunction with other scheduled on-site tasks. Otherwise,Client Status Meetings will be facilitated remotely using teleconference and web meeting tools. Deliverables • Woolpert will provide monthly project status reports to the Client PM; • Woolpert will facilitate bi-weekly Client Status Meetings. Assumptions • The activities discussed in this section will begin once a Written Notice-to-Proceed is received from the Client. Client Responsibilities • The Client PM will schedule appropriate internal staff and provide facilities for on-site meetings and off-site conference calls; • The Client PM will review and accept project status reports, or otherwise provide comments on same within a reasonable time frame; • The Client PM will schedule meeting space and supporting technology peripherals suitable for on- site meetings; • The Client PM will coordinate and schedule meeting attendees. Collier County,Florida—Public Services 6 1 Al Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE.I ENGINEERING I GEOSPATIAL Task PM.5: Internal Coordination Meetings Internal coordination meetings will be held on a regular basis to ensure continuous communication about tasks in process, scheduled tasks, and any issues impacting a successful implementation. Woolpert's project manager will also utilize these meetings to gather information from project team members required to manage on-going resource loading. Deliverables • Woolpert's Project Manager will facilitate weekly internal coordination meetings. Assumptions • The activities discussed in this section will begin once a Written Notice-to-Proceed is received from the Client. Client Responsibilities • None. CHANGE CONTROL This section defines how changes to the original objectives and/or deliverables defined in this Statement of Work will be handled. Both Woolpert and the Client recognize that changes are a normal part of the project life cycle. Woolpert %•/ believes that managing change to project scope, cost, and vvo— "OL p--- Q T Change Control Notice o4 schedule are critical to a project's success and employs a "••'"'••'••''v"'•"'•• Ete prose Asvt Mvngeaaxne oto comprehensive approach to change control. Woolpert's es- T am asset Manager.PE-Pu tt Manager tablished change control process is documented as follows: From EOwart,singer.PE-Prowl Director Date: may 5.2014;Revised Meg 13,2014 Approved June 2,2014 Any project team member(Client or Woolpert) may initiate Subject: Gungecontrol Notice 04-Citm PUSCoofig,a•;on for°RCSB a Change Request whenever there is a perceived need for a change that will affect the desired or anticipated outcome of This eConed make't;"�°e°`°"DDaYthe"k°°°�°'e"P "X°pewse. ces)as imitates Deeo•: the work or any element of the project. The project team . D,iEato Tie orgiol Corms Sniped Semi.pwidd forwealpett da.Mpig a maitef ]ems°r mama ppi OO1 O 1O mama eo CCPUO's ma .URCS CRN apAoati.TM effort ms member will use a Change Control Notice(CCN)form as ap- : moped m*Mlle a moat of fix i5,madam: Seme it. propriate for the change: = Cat a�N .dd • CommerciNRW ^3 • CaptN Ron Lamps • Agreement to a Change Request signifies agreement • Estoppelg g g q Toe eegiei c•nom>gdoMim dmeiopme.t effort we Td m TRACR4 I CUSTOM 1•CS CRMYIPIEMENTADON KZ-BASED CUSTOMER MUM GEMENT SYSTEM!(TIME to a change in overall costs,functionality,time scales, Mo Looe.The original Pm,ettTa�:Eetyeasp'°.a.�r^ Imam or other identified project impact. Proposed Ttmyi Me wan.alproatim d.oi ery.+d Miming efforts°anp.w m date,i wt Change: determined Ura me UBCS(amt....*Pair.teq,mene.a ea,r1 Mast entirety • a macre,.st adyuat on of am Citywmn.ANS aRPboato^ .am Mm da Changes will be identified and communicated by/to e. nitinor.forme imi.Aormoi.O f OOpriority- nneoo the respective Project Managers byanyof the re- "^ ^dted ii Me Ciamer 2.01.onnut vetoedm flan. ^i p j g p foraeatm.Paid.m SCam.y .�.a�.�weala�andmm�.. scribed communication channels. Change Requests M�°1""`°�" e1teff "`. is order mi--- metexged...usnum of U,eCate d ptrm a.arm rata.ny„mlasds atdy,txin..�a.num.aPP�,t�n ae. ,.ett.armee may be introduced via verbal conversation or other rets**operational e»Yt,mt.ntmefee mOot,.e.akea. go-iim.%M 0meow p eprd a staadmd Crtynm,1 ANS vnplvomtatin nope of an- M.form of communication but must be supported by the Tram. d1efft. d`p""."°"`origin °`""s" " appropriate CCN document. mpri • All CCN's will be converted to an Amendment and mm o ""n. processed pursuant the County's Procurement Ordi nance and Procedures. Figure 2--Sample Change Control Notice Collier County,Florida—Public Services 7 11 A I Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL • All project participants should understand that time is of the essence when initiating,reviewing,negotiating, and approving Change Requests,as any delays to work in progress caused by a CCN may impact the overall project schedule and budget. All request changes should be managed from their initiation through to their completion (acceptance or rejection) within five(5)business days from the start of the process. If the Client and Woolpert project managers cannot reach common agreement on the request change within this time frame, the issue will be elevated to the next level of management(both Client and Woolpert)for resolution. During the resolution process,all downstream project tasks potentially impacted by the requested change will be placed on hold until such time that resolution is achieved. The following workflow diagram graphically depicts the above detailed process: Requested change is Woolpert PM documents co Project Team member (Woolpert or Client) Introduced by Requestor Proceed No request,discussion points and discussed among PMs --p. ' with —► and final decision via - ^g0 identifies a needed change via verbal or written Change? Project Memorandum to the Scope of Services communication methods Yes 1 Initiating PM(Client or Initiating PM Woolpert)prepares and CCN Yes updates CCN as submits CCN form(Scope, CCN reviewed by PMs and { p Updates required and other Fee,Schedule,Risk required project team �► Required " resubmits to Assessment) members the CCN review process No r----------jWoolpert PM updates Scope of Updated Project documents. Services and signed by/distributed to Woolpert implements other related appropriate team members changes Project documents,as required Each Change Control Notice(CCN)will clearly document the following: • Date • Change Control Number • CCN Initiated By • Original Scope of Services(language from the original scope that is being considered for change) • Proposed Change(narrative of the proposed change(s)being sought) • Schedule Impact(details about the proposed change(s)impact to the overall project schedule • Fee Impact(details on the proposed change(s)impact to the project budget) • Risk Assessment(narrative discussion about the risks the proposed change(s)will introduce to the project and the ways in which said risk will be mitigated) • Acceptance Signatures(Woolpert and the Client) Collier County,Florida–Public Services 8 t I Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL QUALITY MANAGEMENT All Woolpert deliverables undergo a rigorous quality review before being submitted to the Client. Qualified Woolpert technical resources not directly involved in this project will perform independent quality reviews of the work and deliverable products in accordance with Woolpert's Total Quality Plan. TECHNICAL APPROACH Woolpert has developed a multi-phased approach to implementing content rich enterprise asset management so- lutions. Each of the technical phases are executed in conjunction with continuous Project Management, Knowledge Transfer&Change Management,and Quality Management activities. Deliberate execution of each phase,with con- tinuous client involvement and feedback enables Woolpert to ensure a successfully planned,designed,configured, and deployed asset management solution that is used and useful immediately upon"Go-Live",provides for the tools and resources needed to support current and planned asset management activities, and provides the means to monitor and measure continuous improvement activities. Each of our five phases are performed in order, with specific phase deliverables achieving client sign-off in each of the appropriately defined tasks or sub-tasks. The culmination of each phase is solidified by a Phase Acceptance and Close-out process that signifies delivery and acceptance of the Phase Tasks/Sub-Tasks and clears the way to proceed with the next subsequent phase. Project Management ! 1 1 l 1 Phase 2: Phase 3: Phase 4: Phase 1: Phase 5: Core System Design 0 Core System1110 Advanced AMS Project Planning &Configuration Deployment Functionality N Extended Support Knowledge Transfer&Change Management 1 1 T I T Quality Management Figure 4:Implementation Phases Per this Statement of Work, the Scope of Services will only include activities related to Project Planning (Phase 1) and System Design(Phase 2). System Configuration(Phase 2),System Deployment(Phase 3),Advanced Functionality (Phase 4),and Extended Support(Phase 5)activities will be addressed under a subsequent Statement of Work. Collier County,Florida—Public Services 9 t♦1 Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE 1 ENGINEERING I GEOSPATIAL Phase 1 : Implementation Planning Implementation Planning tasks are performed for the purpose of verifying and documenting a clear purpose for the planned City- works Asset Management System (AMS) implementation. Work Key Implementation Planning(Phase 1) and asset management functional and technical requirements, Deliverables which are understood by the Client's management and technical • Pre-Implementation Planning Discovery team members, are reviewed with Woolpert's implementation Technical Memorandum team in order to align goals and expectations and to establish crit- • Review and documentation of asset ical success factors as a means to measure implementation mile- sustainability policies,strategies,and objectives stones. • Installation of Cityworks AMS solution in Implementation Planning efforts will include a thorough review of sandbox environment the Department's existing and planned asset management policy, • Software demonstrations strategy,and objectives such that the Cityworks AMS solution can • Review and analysis of existing Asset be appropriately designed and configured to support the work Registers management, data management, and reporting activities needed • Recommended Asset Data Model structure to achieve the organization's asset sustainability objectives. As part of Woolpert's continuous knowledge transfer and change control efforts,a sample Cityworks AMS solution will be installed, configured,and used to facilitate a series of software demonstra- tions to the client team early in the process. This early introduction to the system imparts a level of understanding among those client team members that will be asked to make design and configuration decisions. This is the first of many software demonstrations that will be used throughout our implementation process. Additional Implementation Planning efforts will be undertaken to recommend an appropriate asset data model structure and to identify,review,and analyze the Client's existing asset registers. Implementation of the Cityworks AMS solution requires the use of an Esri ArcGIS geodatabase as the system of record for all asset records. This technological characteristic of the Cityworks AMS solution represents a significant technological change that the Public Services Department will need to understand,embrace,and be able to support. The culmination of the Implementation Planning phase activities will be a series of technical memorandums detailing the planning activity findings and recommendations to be incorporated into the system design (and configuration- future Statement of Work)efforts. Relevant Implementation Planning tasks are as follows: • Task 1.1: Conduct Pre-Planning Discovery • Task 1.2: Install and Configure Core Cityworks AMS Software in a Sandbox Environment • Task 1.3: Facilitate Cityworks AMS Software Demonstrations • Task 1.4: Define Recommended Asset Data Model Structure • Task 1.5: Review and Analyze Existing Asset Registers • Task 1.6: Quality Control • Task 1.7: Phase Acceptance and Close Details on each of these tasks and their related sub-tasks are provided in the following sections. Collier County,Florida—Public Services 10 IL A I Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL Task 1 .1 : Conduct Pre-Planning Discovery Woolpert will facilitate a series of pre-planning discovery sub-tasks for the purposes of: 1) understanding the Depart- Implementation Vision ment's over-arching corporate asset management objec- tives and strategies; 2) aligning the Department's stated Review technical and functional requirements with the governing Policies Objectives Phase and Goals Strategies Ob 1 project plan;and 3)identifying and documenting any critical performance requirements that have not been adequately Planned Performance Management addressed to date (critical / unique asset performance Define measures, system interfaces, unique workflow details, spe- nt Sao Target cific reporting requirements, data conversion require- Baseline AnaiY,'' Measures ments). Phases s '. EAM/CMMS Design/ Ultimately, we are utilizing this pre-planning discovery op- Build, portunity to engage the Department's management team Maintain Phase and technical leads to define the target asset performance 5 Performance Management and Monitoring measures the Cityworks AMS solution will be required to support. By clearly articulating an implementation vision Figure 5 Performance Management Roadrna, and aligning it with the corporate policies, strategies, and objectives, we are able to establish the desired "to-be" po- sition at the very on-set of the project. Woolpert will then compare the requirements to the Department's current asset management strategy baseline to define the outstanding measures that need to be implemented as part of the overall project. This will clearly establish the"roadmap"our project team and the Department's project partic- ipants will utilize to navigate the design, configuration, and deployment phases of the project. Figure 5 - Perfor- mance Management Roadmap, above illustrates how the pre-implementation planning discovery is used to align implementation goals and objectives and establish the requisite implementation road map. Any program elements that are discovered during this process that are not part of the Project Plan will be presented to the Department's management team for consideration. At their discretion,the Department's management team may elect to: 1)have these added to a revised Project Plan for inclusion in the core project implementation;2)wait to address these issues as part of the Phase 5—Extended Support (future); or 3) place them in a "parking lot" for future consideration outside of this Scope of Work. Depending upon the Department's decision,Woolpert will make any necessary adjustments to the Project Plan and obtain acceptance from the Client PM. Woolpert's Project Manager will facilitate a Request for Information for the purpose of obtaining existing documen- tation maintained by the Public Services Department, including: 1. Asset management policies,strategies,objectives; 2. Copies of management and performance reports; 3. Work order and asset management business processes; 4. Materials management business processes; 5. Standard operating procedures; 6. Target levels of service and other performance measures; 7. Copies of existing materials inventories; 8. Copies of existing asset registries. Woolpert team members will perform an independent desktop review of the provided information in order to fa- miliarize ourselves with the Department's existing operations and prepare for the facilitation of the Pre-Planning Discovery Workshops. Woolpert's Project Manager and Senior Systems Analyst will facilitate a series of on-site workshops, as more fully described below: Collier County,Florida—Public Services 11 <1l---- Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING GEOSPATIAL • Workshop 1:Asset Sustainability Policies,Strategies,Objectives 0.25 days • Workshop 2: Maintenance/Asset Management Activities 0.25 days • Workshop 3:Asset Registries 0.25 days • Workshop 4:Asset Sustainability Reporting Requirements 0.25 days • Workshop 5: Follow-Up to Workshops 1-4 0.50 days Woolpert will document the workshop findings in the form of a Technical Memorandum and submit same to the Client PM for review and approval. Associated sub-tasks are as follows: • Sub-Task 1.1.1: Request for Information o Sub-Task 1.1.1.1: Woolpert to Prepare Request for Information o Sub-Task 1.1.112: Woolpert to Submit RFI to Client PM o Sub-Task 1.1.1.3: Client PM to Facilitate Data Gathering Process and Provide Data to Woolpert (Client-Owned Task) o Sub-Task 1.1.4: Woolpert to Perform Desktop Review of Information • Sub-Task 1.1.2: Discovery Workshops o Sub-Task 1.1.2.1: Woolpert to Prepare for On-Site Discovery Workshops o Sub-Task 1.1.2.2: Woolpert to Facilitate Pre-Planning Discovery Workshops(On-Site Task) ■ Sub-Task 1.1.2.2.1: Workshop 1:Asset Sustainability Policies,Strategies,and Objectives (On-Site Task) ■ Sub-Task 1.1.2.2.2: Workshop 2:Asset/Maintenance Management Activities(On-Site Task) ■ Sub-Task 1.1.2.2.3: Workshop 3:Asset Registers(On-Site Task) ■ Sub-Task 1.1.2.2.4: Workshop 4:Asset Sustainability Reporting Requirements(On-Site Task) ■ Sub-Task 1.1.2.2.5: Workshop 5: Follow-Up to Workshops 1-4(On-Site Task) • Sub-Task 1.1.3: Pre-Planning Documentation o Sub-Task 1.1.3.1: Woolpert to Document Workshops Findings and Updated Scope of Services, Assumptions,and Risk Plan o Sub-Task 1.1.3.2: Woolpert to Submit Updated Documentation to Client PM o Sub-Task 1.1.3.3: Client Team to Review Updated Documentation(Client-Owned Task) o Sub-Task 1.1.3.4: Woolpert to Facilitate Remote Review Meeting with Client Team o Sub-Task 1.1.3.5: Woolpert to Perform Final Updates to Documentation o Sub-Task 1.1.3.6: Woolpert to Submit Final Revised Scope of Services,Assumptions,and Risk Plan to Client PM o Sub-Task 1.1.3.7: Client PM Provides Written Acceptance of Final Documents(Client-Owned Task) Deliverables • Woolpert will prepare a Request for Information(RFI)and submit it to the Client PM; • Woolpert will perform a desktop review of the data provided by the Client PM; • Woolpert's Project Manager and a Senior Systems Analyst will facilitate a series of discovery work- shops,on-site at the Client's facilities,over the course of one and a half(1.5)consecutive business days; Collier County,Florida—Public Services 12 Al Cityworks AMS Implementation Planning and Design Statement of Work WOO L P E R T ARCHITECTURE I ENGINEERING I GEOSPATIAL • Woolpert will document the workshop discussions and findings in the form of a Technical Memo- randum and submit it to the Client PM; • Woolpert will update the Scope of Services, Assumptions, and Risk Plan (as required), based on the workshop findings,and submit it to the Client PM; • Woolpert's Project Manager will facilitate a remote review meeting, up to two(2) hours in dura- tion,with the Client team to review the contents of the Technical Memorandum; • Woolpert will make final updates to the Technical Memorandum,Scope of Services,Assumptions, and Risk Register, based on the outcome of the remote review meeting, and submit final docu- mentation to the Client PM. Assumptions • The Client PM will provide the Data gathered from the Request for Information no later than one (1)week prior to the scheduled pre-discovery workshops; • All activities,other than the actual workshop will be performed remotely; • The Client PM will ensure site readiness and staff participation for the workshops. Client Responsibilities • The Client PM will facilitate the data gathering process to collect the information requested in Woolpert's RFI; • The Client PM will secure appropriate meeting facilities in which Woolpert will conduct the work- shops; • The Client PM will schedule all Client workshop attendees; • All identified Client workshop attendees will actively participate in the on-site meetings without undue interruption; • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; • The Client PM will provide sign-off on all final documentation. Task 1 .2: Install and Configure Core Cityworks AMS Software in a Sandbox Environment (County-Owned Task) This task includes installing the core Cityworks AMS software,along with a pre-configured sample Parks Asset Man- agement database within the Department's networked environment. The County will perform the necessary soft- ware installation,testing and configuration required to ensure a successful deployment within the Department's on- premise sandbox or development environment. Woolpert's expectation is that the County will provision the appli- cation and database servers in a manner that supports an n-tier environment consistent with the County's estab- lished IT policy. At a minimum, Woolpert envisions a total of three environments— Development (DEV), Testing (TEST),and Production(PROD). This is an entirely County-Owned task that does not require any involvement from Woolpert staff. Collier County,Florida—Public Services 13 A l Cityworks AMS Implementation Planning and Design Statement of Work WC? OLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL Associated sub-tasks are as follows: • Sub-Task 1.2.1: Client Team to Install and Configure AMS Software in a Sandbox Environment(Client- Owned Task) • Sub-Task 1.2.2: Client Team to Test Installation and Configuration and Modify as Required(Client- Owned Task) • Sub-Task 1.2.3: Client Team to Replicate Initial Sandbox Configuration to Development Environment (Client-Owned Task) • Sub-Task 1.2.4: Client Team to Provide Core AMS Software Administration Training to Client System Ad- ministrators(Client-Owned Task) Deliverables • There are no Woolpert deliverables associated with this series of sub-tasks. Assumptions • All installation,training,and administrator training activities specified herein will be performed by County staff adept in the administration of Cityworks AMS and will not require the support of Woolpert team members. Client Responsibilities • The Client will perform on-site installation, configuration, and testing of the core Cityworks AMS software application and databases in the Client's on-premise network environment(Sandbox and Development); • The Client will administer all required Cityworks Administrator training to the Public Services De- partment project team. Task 1 .3: Facilitate Cityworks AMS Software Demonstrations (County- Owned Task) Once the initial Cityworks AMS sandbox environment has been installed and configured,the County will facilitate a series of software demonstrations for the purpose of introducing the Department's project team members to the core functionality and features of the Cityworks AMS software application. For many of the Department's project team members, this will be their first exposure to the new Cityworks AMS software. These demonstrations will provide an initial overview of the features and functions of the software and will serve as a basis of on-going software training and knowledge transfer that will increase in frequency and complexity as the project progresses through the subsequent design, and future configuration and deployment phases.The on-site software demonstrations will be facilitated multiple times over a one(1)day period to accommodate project team member schedules. After completion of the software demonstrations,a County Systems Analyst will work with the Department's iden- tified AM System Administrator to establish Sandbox log-ins for each identified project team member so that they may log into the system at their leisure to further explore the Cityworks AMS software workflows and capabilities. Associated sub-tasks are as follows: • Sub-Task 1.3.1: Client Team to Prepare Software Demonstration Agenda (Client-Owned Task) • Sub-Task 1.3.2: Client Team to Prepare Site for Software Demonstrations(Client-Owned Task) • Sub-Task 1.3.3: Client Team to Provide Cityworks AMS Software Demonstrations(Client-Owned Task) • Sub-Task 1.3.4: Client Team to establish Sandbox log-ins for Public Services project team members(Cli- ent-Owned Task) Collier County,Florida—Public Services 14 ♦/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLPE RT ARCHITECTURE I ENGINEERING I GEOSPATIAL Deliverables • There are no Woolpert deliverables associated with this series of sub-tasks. Assumptions • All demonstration preparation and delivery activities specified herein will be performed by County staff adept in the administration and functionality of Cityworks AMS and will not require the sup- port of Woolpert team members. • The Client's Project Manager will ensure Woolpert is provided access to the Cityworks AMS soft- ware environment installed on-premise. Client Responsibilities • The Client will administer all required software demonstration activities. Task 1 .4: Define Recommended Asset Data Model Structure Inventory and life-cycle maintenance of asset information is critical to the Department's business operations. The level of detail,quality of data,and type of asset information that needs to be maintained must be in alignment with the Department's established asset sustainability objectives(previously documented in Task 1.1). The architecture of the GIS-centric Cityworks AMS solution requires the use of an ArcGIS geodatabase as the system of record for all asset information to be accessed and managed through the Cityworks AMS user interface. Establishing an asset data model structure that properly supports the Department's asset sustainability objectives, while at the same time conforming to the Cityworks AMS system architecture requirements is a critical step in the process. Ultimately, an ArcGIS geodatabase will need to be designed (Task 2.3) and then populated with quality asset data (future Scope of Work). Prior to delivering the physical geodatabase design and populating it with clean asset data, a number of pre-requisite tasks need to be accomplished, including developing a conceptual data model structure (this task)and reviewing/analyzing existing asset data to identify any gaps that need to be addressed prior to legacy data migration activities(Task 1.5). In developing the recommended asset data model,Woolpert will work with Department technical staff to document the various asset systems,assets, assemblies,sub-assemblies,their hierarchies,and how they are managed within the context of the Department's established business processes. Woolpert will develop its asset data model recom- mendations in line with industry standard best practices for facilities and parks asset data modeling and manage- ment(Facilities Information Spatial Data Models,or FISDM). The resultant conceptual data model will use the Collier County Facilities Management Division data model as a baseline. The new model will include definitions for asset systems (Parks, Park Amenities, HVAC, Electrical, Mechanical, Plumbing, Security, Life Safety, Grounds, Roofing, Power Generation,Power Supply),all associated assets maintained within these system hierarchies,and asset infor- mation (attributes) required to define the physical characteristics of the assets, assemblies, and sub-assemblies (name-plate information, criticality / condition information, life-cycle information, maintenance history infor- mation). The resultant data model will provide detailed information about these elements, as well as the inherent spatial and physical relationships among the individual assets within the various asset systems. Collier County,Florida—Public Services 15 1A I Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAI Examples of asset attributes to be defined include: • Name-Plate Infor- • Criticality/Condition • Life-Cycle Information mation Information o Installation o Asset System o Criticality Date (or Group) o Current Condi- o Estimated Ser- o Asset Type tion Rating vice Life o Asset ID o Performance o Purchase Price (unique sys- Rating o Warranty Ex- tem identifier) o Reliability Rat- piration Date o Asset Alias ing o Replacement (common o Service Level Cost name) Rating o Next Replace- o Manufacturer o Minimum Ser- ment Date o Model vice Level Rat- o Serial Number ing o Description o Back-Up Re- o Owner dundancy o Location Level (building,sys- o Probability of tern,floor, Failure room) o Consequence o Status(in-ser- of Failure vice,out-of- service) Collier County,Florida—Public Services 16 r♦I Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE IENGINEERING IGEOSPATIAL Woolpert's Senior System Analyst will facilitate a one(1)day on-site workshop for the purpose of establishing and documenting an appropriate Public Services asset definition(features and attribution)and hierarchy(systems,posi- tions, assets, assemblies, sub-assemblies). The resultant asset data model structure will be a series of entity rela- tionship(ER)diagrams detailing the asset hierarchy the Department will use within the Cityworks AMS solution to manage its asset inventory in support of furthering its asset sustainability objectives. This documentation will be used as the basis for performing the physical ArcGIS geodatabase design(future Task 2.3). Upon completing the on-site workshop,Woolpert will formalize the workshop discovery and decisions into a tech- nical memorandum defining the recommended Asset Data Model Structure. Associated sub-tasks are as follows: • Sub-Task 1.4.1: Workshop o Sub-Task 1.4.1.1: Woolpert to Prepare for On-Site Workshop o Sub-Task 2.1.1.2: Woolpert to Facilitate On-Site Asset Data Modeling Workshop(On-Site Task) • Sub-Task 1.4.2: Documentation o Sub-Task 1.4.2.1: Woolpert to Document Recommended Asset Data Model Structure o Sub-Task 1.4.2.2: Woolpert to Submit Documentation to Client PM o Sub-Task 1.4.2.3: Client Team to Review Documentation(Client-Owned Task) o Sub-Task 1.4.2.4: Woolpert to Facilitate Remote Review Meeting with Client Team o Sub-Task 1.4.2.5: Woolpert to Update to Documentation Based on Review o Sub-Task 1.4.2.6: Woolpert to Submit Final Documentation to Client PM o Sub-Task 1.4.2.7: Client PM Provides Written Acceptance of Final Documents (Client-Owned Task) Deliverables • Woolpert will define and document the recommended asset data model structure needed to sup- port the Client's planned Cityworks AMS implementation in the form of a Technical Memorandum and submit it to the Client PM; • Woolpert's Senior Systems Analyst and Subject Matter Expert will facilitate a remote review meet- ing, up to two(2) hours in duration,with the Client team to review the contents of the Technical Memorandum; • Woolpert will make final updates to the recommended asset data model structure documentation, based on the outcome of the remote review meeting,and submit final documentation to the Client PM. Assumptions • All work activities will be performed remotely from Woolpert facilities; • Web meeting tools will be utilized to facilitate the remote review meeting. • All asset information utilized in the preparation of the documentation will have been previously pro- vided to Woolpert via the Request for information process—no new documentation will be introduced to the project during the performance of these sub-tasks. Client Responsibilities • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; Collier County,Florida—Public Services 17 't A if Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE ENGINEERING I GEOSPATIAI • The Client PM will provide sign-off on all final documentation. Task 1 .5: Review and Analyze Existing Asset Registers ----------------------- Working from the previously established recommended asset data model,the next step is to review and analyze the Department's existing asset registers (Infrastructure.net databases, other databases, spreadsheets, hardcopy data sets)for the purpose of determining their fit for use in populating the requisite ArcGIS geodatabase with the required asset information. Woolpert will inventory and catalog the existing data sets. Next,Woolpert will analyze each of the documented data sets to ascertain the completeness,accuracy,and currency of each. Woolpert will document the results of this analysis in the form of a technical memorandum and provide recommen- dations to the Department on how to best prepare these data sets for use in migrating the data into the ArcGIS geodatabase(future Scope of Services). Associated sub-tasks are as follows: • Sub-Task 1.5.1: Woolpert to Inventory Existing Asset Registers • Sub-Task 1.5.2: Woolpert to Analyze Existing Asset Data • Sub-Task 1.5.3: Woolpert to Document Existing Asset Data Gaps with Respect to Cityworks AMS Imple- mentation • Sub-Task 1.5.4: Woolpert to Submit Documentation to Client PM • Sub-Task 1.5.5: Client Team to Review Documentation(Client-Owned Task) • Sub-Task 1.5.6: Woolpert to Facilitate Remote Review Meeting with Client Team • Sub-Task 1.5.7: Woolpert to Update to Documentation Based on Review • Sub-Task 1.5.8: Woolpert to Submit Final Documentation to Client PM • Sub-Task 1.5.9: Client PM Provides Written Acceptance of Final Documents(Client-Owned Task) Deliverables • Woolpert will create an inventory of the various asset registers previously provided by the Client PM as part of the RFI process; • Woolpert will analyze the content of the asset registries and the suitability of the data to support development of a new ArcGIS geodatabase asset registry; • Woolpert will identify and document existing asset registry gaps in the form of a Technical Mem- orandum and submit it to the Client PM; • Woolpert's Senior Systems Analyst and Subject Matter Expert will facilitate a remote review meet- ing, up to two(2) hours in duration,with the Client team to review the contents of the Technical Memorandum; • Woolpert will make final updates to the recommended asset data model structure documentation, based on the outcome of the remote review meeting,and submit final documentation to the Client PM. Assumptions • All work activities will be performed remotely from Woolpert facilities; • Web meeting tools will be utilized to facilitate the remote review meeting. • All asset information utilized in the preparation of the documentation will have been previously pro- vided to Woolpert via the Request for information process—no new documentation will be introduced to the project during the performance of these sub-tasks. Collier County,Florida—Public Services 18 Cityworks AMS Implementation Planning and Design Statement of Work WOOLRE RT ARCHITECTURE I ENGINEERING I GEOSPATIAI Client Responsibilities • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; • The Client PM will provide sign-off on all final documentation. Task 1 .6: Quality Control Woolpert technical resources,not regularly involved with this implementation will perform independent quality re- view of the work processes and deliverable products in accordance with the Woolpert Total Quality Plan. Task 1 .7: Phase Acceptance and Close Upon completion of the Phase 1 Tasks, the Woolpert Project Manager will provide a Phase Acceptance and Close document to the Client Project Manager for review and signature. The Client Project Manager's signature indicates Woolpert has delivered the Phase 1 services in accordance with the Scope of Work and Project Plan. Phase 2 of this scope will not begin until Phase 1 has been approved by the Client. Phase 2: System Design and Configuration Using the information developed and documented in Phase 1(Im- plementation Planning) as our guide, Woolpert will lead the De- Key Core System Design(Phase 2)Deliverables partment's project team through a series of design activities re- . Define Planned Maintenance/Asset quired to establish the blueprint by which the Cityworks AMS so- Management Activities lution will be configured for use. Define Cityworks AMS and Materials Woolpert will work with Department staff to document the Management workflows • Physical Design of the ArcGIS Geodatabase maintenance/asset management activities to be managed by the Documentation of Hardware and Network Cityworks AMS solution. Work requests, work orders, and asset • Design Requirements inspections will be defined for each of the Department's assets. Standard work order life-cycle management and materials man- agement application workflows will be defined and documented. A physical ArcGIS geodatabase design will be developed and doc- umented. And finally, hardware and network design considerations will be documented. The culmination of the System Design phase activities will be a series of technical memorandums(design documents) detailing the Cityworks AMS application and database design enabling the solution to be configured to meet the Department's defined asset sustainability objectives. Relevant System Design tasks are as follows: • Task 2.1: Define Planned Maintenance/Asset Management Activities • Task 2.2: Define Cityworks AMS and Materials Management Workflows • Task 2.3: Design ArcGIS • Task 2.4: Document Hardware and Network Design Requirements • Task 2.9: Quality Control • Task 2.10: Phase Acceptance and Close Details on each of these tasks and their related sub-tasks are provided in the following sections Collier County,Florida—Public Services 19 t♦l Cityworks AMS Implementation Planning and Design Statement of Work WOQLPEPT ARCHITECTURE 1 ENGINEERING I GEOSPATIAI. Task 2.1 : Define Planned Maintenance / Asset Management Activities This task will be performed for the purpose of gathering detailed information needed to generate lists and other details that will be later used to configure the Cityworks AMS application and database for use by Department staff. Woolpert will facilitate the identification,gathering, and organization of the required information through a series of on-site workshops. The information discovered,and provided by Department staff,during these workshops will be distilled into a series of design templates. The following list introduces the areas of focus in defining the Department's planned maintenance/asset manage- ment activities: • Cityworks AMS Global Design Considerations: o Domains—Domains are a way to separate business units within Cityworks. Cityworks domains give an organization the ability to divide the system into separate units that perform different work. Each domain will have its own configuration for preferences, employees, materials, equipment, service re- quests,work orders,and inspections. Users of each domain will only have permission to view records from their own domain unless given permission to view information from another domain. o Employees—The employee list contains details about all the employees within Cityworks. To assign labor cost to a work order,all different hourly rates must be specified for each employee. These rates include; regular rates as well as overtime, holiday, overhead or any other applicable rates. All users should be assigned an employee id as well as a login id if they are going to be users of the system. o Security—Security exists within Cityworks Server that is independent from work order,service request, and inspection security. These security roles are used to define the pages and/or tabs within the City- works server menu bar. o Auditing—Auditing allows a Cityworks user to open a work order,service request, inspection, project and/or contract and view changes that have been made to many of the fields. o Materials—Any material that would be considered a consumable to perform work should be entered into Cityworks to be utilized within a work order. o Equipment— Equipment is defined as any tool or machine used to perform work. These items can include anything from a shovel to a backhoe. For each piece of equipment,a cost has to be associated to that particular piece of equipment. Costs can be calculated by the hour or by have a fixed cost per unit. o Contractors—The contractor list in Cityworks is used for any services a contractor may provide. Details about contractor-provided labor,equipment or materials can be tracked within a work order. o Projects—Projects can be used within Cityworks to group work orders and service requests together into a common project. By assigning work orders and service requests to a project,the cost of those items will be rolled up to the project to show a total cost of the project. Projects can be used for almost any application from a CIP project to tracking costs for an emergency management situation. • Work Management Design Considerations: o Service Requests(Work Requests)—Service requests are generally used to identify asset performance issues(typically via customer phone calls,emails,or web portals). Service requests can be configured for questions and answers and will generally described an asset performance issue,but not define the actual asset or issue. As service requests are dispatched and responded to,work orders can be initiated to manage the actual corrective maintenance activities performed to resolve the issue. o Work Orders—Work orders are the primary tool for tracking, costing, and scheduling work. Work orders are mostly tracked to assets and the cost of the work is associated to the cost of maintaining that particular asset. Work orders may also be used to track non-asset specific work such as meetings and training time. More than one asset can be assigned to a work order. If no asset is available to track work against,the work is tracked against an asset type as opposed to an individual asset. Work Orders are often categorized as Install, Repair, and Replace. Repair and Replace work orders can be further Collier County,Florida—Public Services 20 t•/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE(ENGINEERING I GEOSPATIAL sub-categorized as Reactive Maintenance, Preventive Maintenance,Predictive Maintenance,and Cor- rective Maintenance. o Work Order Tasks—Tasks are used to define the different types of work (or activities)that are per- formed in the operation and maintenance of the assets. Each work order can have multiple unique tasks associated to it. Labor, equipment, and materials costs can be tracked at the work order task level. o Inspections—Inspections allow users to perform inspections against assets and store the results within Cityworks. Inspections can be created from work orders and service requests or as standalone inspec- tions. o Problem, Failure,Action,Cause(PFAC)Codes—PFAC Codes can be configured for capture on CMMS work orders to provide information valuable in future asset specification, procurement, installation, and maintenance activities. o Performance Indicators—various performance indicators,designed to achieve alignment with the De- partment's defined asset sustainability objectives can be supported by various types of data captured within the Cityworks AMS service request,work order,and inspection instruments. Woolpert will discover and document as much of the above listed information as possible in the time allotted for on-site workshops. Information that cannot be addressed during the workshops will be assigned to the Client PM and other technical team members to prepare and deliver to Woolpert outside of the allotted workshop hours. Woolpert's Project Manager and Senior Systems Analyst will facilitate a series of on-site workshops, as more fully described below: • Workshop 1:Global Cityworks AMS Design 0.5 days • Workshop 2:Service Requests 0.5 days • Workshop 3:Work Orders 0.5 days • Workshop 4:Inspections 0.5 days Woolpert will document the workshop findings in the form of a Technical Memorandum and submit same to the Client PM for review and approval. Associated sub-tasks are as follows: • Sub-Task 2.1.1: Workshops o Sub-Task 2.1.1.1: Woolpert to Prepare for On-Site Workshops o Sub-Task 2.1.1.2: Woolpert to Facilitate Workshops(On-Site Task) ■ Sub-Task 2.1.1.2.1: Workshop 1:Global Cityworks AMS Design ■ Sub-Task 2.1.1.2.2: Workshop 2:Service Requests(On-Site Task) ■ Sub-Task 2.1.1.2.3: Workshop 3:Work Orders(On-Site Task) ■ Sub-Task 2.1.1.2.4: Workshop 4:Inspections(On-Site Task) • Sub-Task 2.1.2: Documentation o Sub-Task 2.1.2.1: Woolpert to Document Planned Maintenance/Asset Management Activities o Sub-Task 2.1.2.2: Woolpert to Submit Documentation to Client PM o Sub-Task 2.1.2.3: Client Team to Review Documentation(Client-Owned Task) o Sub-Task 2.1.2.4: Woolpert to Facilitate Remote Review Meeting with Client Team o Sub-Task 2.1.2.5: Woolpert to Update Documentation Based on Review o Sub-Task 2.1.2.6: Woolpert to Submit Final Documentations to Client PM o Sub-Task 2.1.2.7: Client PM Provides Written Acceptance of Final Documents(Client-Owned Task) Collier County,Florida—Public Services 21 ♦/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLRERT ARCHITECTURE I ENGINEERING I GEOSPATIAL Deliverables • Woolpert's Senior Systems Analyst and Systems Analyst will facilitate a series of discovery work- shops,on-site at the Client's facilities,over the course of one and a half(1.5)consecutive business days; • Woolpert will document the workshop discussions and findings in the form of a Technical Memo- randum and submit it to the Client PM; • Woolpert's Senior Systems Analyst will facilitate a remote review meeting, up to two(2)hours in duration,with the Client team to review the contents of the Technical Memorandum; • Woolpert will make final updates to the Technical Memorandum based on the outcome of the remote review meeting,and submit final documentation to the Client PM. Assumptions • All activities,other than the actual workshop will be performed remotely; • The Client PM will ensure site readiness and staff participation for the workshops. • Web meeting tools will be utilized to facilitate the remote review meeting. Client Responsibilities • The Client PM will secure appropriate meeting facilities in which Woolpert will conduct the work- shops; • The Client PM will schedule all Client workshop attendees; • All identified Client workshop attendees will actively participate in the on-site meetings without undue interruption; • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; • The Client PM will provide sign-off on all final documentation. Task 2.2: Define Cityworks AMS and Materials Management Workflows The objective of the business process reviews is three-fold:1)provide Woolpert's implementation team with a deep understanding of the Department's desired work/asset management work flows/business processes, 2) provide Department project participants with a deeper understanding of the impending business process improvements introduced by the Cityworks AMS solution, and 3) establish asset life-cycle management and work management workflows in the context of the Department's asset management strategies and as supported by the Cityworks AMS software's functional and technical capabilities. One of the main features of today's leading asset and maintenance management software applications is their ability to be configured to fit the unique manner in which an organization manages and executes its infrastructure mainte- nance management activities. Over the course of many asset management system implementation engagements, Woolpert has learned that: 1)documenting asset management software work-flows can be a rather overwhelming task for the Client's technical leads;and 2)the service request, work order, and inspection life-cycles that need to be managed within the asset/ maintenance management software application is 80—90 percent standard across all implementing organizations. Woolpert has taken this knowledge and developed a standard set of"best practice" workflow templates that we use to facilitate understanding of the work management life-cycle and we tailor these Collier County,Florida—Public Services 22 A/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL standard templates to best accommodate the implementing Organization's standard"planning,scheduling,and ex- ecution"workflows. We have found that this approach saves time,money,and introduces a substantial level of best industry practices for work management activities right at the on-set of the project. Woolpert will facilitate a series of on-site workshops that investigate a number of standard work management work flow diagrams detailing the life-cycle management of work requests within the AM software application. The eight (8)primary workflow areas addressed will include: 1. Initiation 4. Scheduling 7. Emergency Work 2. Screening 5. Assignment 8. QA Review&Completion 3. Planning 6. Performance Additionally,Woolpert will address the following three(3)ancillary work flows: 1. Asset Set-Up and Modification 2. Preventative Maintenance/Predictive Maintenance Work Order Set-Up and Modification 3. Inventory Management Processes Along with the various workflows,Woolpert will introduce the use of Work Order Statuses,reasons why work order /inspection performance might be delayed(awaiting parts,awaiting available crews,weather delays,etc.),the abil- ity to track and report on work orders throughout their life-cycle,and how all of these factors relate to establishing a work management environment that moves from reactive maintenance to a more proactive maintenance position (one of the multiple asset management best practices Woolpert facilitates through our implementations). Also, as part of these workshop discussions, Woolpert will expand upon the discussions of Levels of Service, asset performance measures,and specialized reporting requirements to identify any key custom data fields that will need to be taken under consideration during the future configuration activities. Upon the completion of these workshops, Woolpert will compile all of the comments and feedback received from the Client's technical team members (maintenance staff), and update the standard workflow diagrams to reflect local practices. Our past experiences with this exercise indicate that we should not need to make more than a few edits to our standard workflow diagrams. The resultant documentation will later be used by the Client's technical team and system administrators to develop standard operating procedures and training materials. In addition to documenting the Cityworks AMS work management workflows,Woolpert will work with the Depart- ment to document Materials Management workflows required to optimize the materials requisition, purchasing (through the County's SAP solution), receipt, and inventory management workflows. This effort only need to be undertaken if the Department intends to utilize the Cityworks Storeroom application functionality. Otherwise, all that is need to support standard Cityworks AMS work order activities is the development of a materials list (Task 2.1). Woolpert's Senior Systems Analyst and Systems Analyst will jointly facilitate a series of on-site Cityworks AMS and Materials Management workflow definition workshops over the course of one(1)business day,as follows: • Workshop 1:Cityworks AMS Workflows 0.5 day • Workshop 2:Materials Management Workflows 0.5 day Upon completion of the workshops,Woolpert will update the workflow templates to reflect changes to the standard workflows that need to be made to localize work and materials management activities to the Public Services Depart- ment. Associated sub-tasks are as follows: • Sub-Task 2.2.1: Workshops o Sub-Task 2.2.1.1: Woolpert to Prepare for On-Site Workshops o Sub-Task 2.2.1.2: Woolpert to Facilitate Workshops(On-Site Task) ■ Sub-Task 2.2.1.2.1: Workshop 1:Cityworks AMS Workflows(On-Site Task) Collier County,Florida—Public Services 23 A I Cityworks AMS Implementation Planning and Design Statement of Work W O O L P E P T ARCHITECTURE 1 ENGINEERING 1 GEOSPATIAL ■ Sub-Task 2.2.1.2.2: Workshop 2: Materials Management Workflows(On-Site Task) • Sub-Task 2.2.2: Documentation o Sub-Task 2.2.2.1: Woolpert to Update Workflow Documentation Based on Workshop Results o Sub-Task 2.2.2.2: Woolpert to Submit Documentation to Client PM o Sub-Task 2.2.2.3: Client Team to Review Documentation(Client-Owned Task) o Sub-Task 2.2.2.4: Woolpert to Facilitate Remote Review Meeting with Client Team o Sub-Task 2.2.2.5: Woolpert to Update Documentation Based on Review o Sub-Task 2.2.2.6: Woolpert to Submit Final Documentation to Client PM o Sub-Task 2.2.2.7: Client PM Provides Written Acceptance of Final Documents(Client-Owned Task) Deliverables • Woolpert's Senior Systems Analyst and Systems Analyst will facilitate a series of workflow defini- tion workshops,on-site at the Client's facilities,over the course of one(1)business day; • Woolpert will document the workshop discussions and findings in the form of a Technical Memo- randum and Visio diagrams and submit it to the Client PM; • Woolpert's Senior Systems Analyst will facilitate a remote review meeting, up to two(2) hours in duration,with the Client team to review the contents of the Technical Memorandum; • Woolpert will make final updates to the Technical Memorandum based on the outcome of the remote review meeting,and submit final documentation to the Client PM. Assumptions • All activities,other than the actual workshop will be performed remotely; • The Client PM will ensure site readiness and staff participation for the workshops. • Web meeting tools will be utilized to facilitate the remote review meeting. Client Responsibilities • The Client PM will secure appropriate meeting facilities in which Woolpert will conduct the work- shops; • The Client PM will schedule all Client workshop attendees; • All identified Client workshop attendees will actively participate in the on-site meetings without undue interruption; • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; • The Client PM will provide sign-off on all final documentation. Task 2.3: Design ArcGIS Facilities and Parks Geodatabase Designing an ArcGIS Facilities and Parks Geodatabase is a pre-requisite for being able to configure and use the City- works ASM solution as intended. As stated previously, Cityworks AMS, as a GIS-centric maintenance/asset man- agement solution fully relies on the ArcGIS geodatabase as its asset system of record(registry). The conceptual data model was previously defined in Task 1.4. This task focuses on the technical effort required to move from this con- ceptual design to a physical design, resulting in a shell ArcGIS geodatabase adhering to the technical requirements Collier County,Florida—Public Services 24 Cityworks AMS Implementation Planning and Design Statement of Work WOOLPEPT ARCHITECTURE I ENGINEERING I GEOSPATIAL of an enterprise geodatabase,including cardinality and indexing rules,spatial data management,hierarchal relation- ships between feature classes,object classes,features,and related objects. Woolpert's facilities and geodatabase subject matter experts will perform the necessary design and documentation activities, while adhering to FISDM prescriptive best practices, to generate the required geodatabase design and associated documentation. Associated sub-tasks are as follows: • Sub-Task 2.3.1: Woolpert to Develop and Document Parks Geodatabase Design • Sub-Task 2.3.2: Woolpert to Submit Geodatabase Design Documentation to Client PM • Su,b Iwnt Tedrn to Review GFeodot.rt7 i :re'4;rr Docuinentdtlon (Client-Owned Task) • Sub-Task 2.3.4: Woolpert to Facilitate Remote Review Meeting with Client Team • Sub-Task 2.3.5: Woolpert to Update Documentation Based on Review • Sub-Task 2.3.6: Woolpert to Submit Final Documentation to Client PM • Sub-Task 2.3.7: Client PM Provides Written Acceptance of Final Documents(Client-Owned Task) Deliverables • Woolpert will develop and document a logical facilities and parks geodatabase design in the form of a Technical Memorandum and submit it to the Client PM; • Woolpert's Senior Systems Analyst and Systems Analyst will facilitate a remote review meeting,up to two(2) hours in duration,with the Client team to review the contents of the Technical Memo- randum; • Woolpert will make final updates to the Technical Memorandum based on the outcome of the remote review meeting,and submit final documentation to the Client PM. Assumptions • All work activities will be performed remotely from Woolpert facilities; • Web meeting tools will be utilized to facilitate the remote review meeting. Client Responsibilities • The Client PM and technical project team members will review the Technical Memorandum and provide feedback to Woolpert in a timely fashion; • The Client PM and technical project team members will participate in a remote conference call review meeting with the Woolpert PM; • The Client PM will provide sign-off on all final documentation. Task 2.4: Document Hardware and Network Design Requirements (County-Owned Task) The County IT Department requires detailed network architecture diagrams be developed and approved for all planned software application deployments. The County will document hardware and network design requirements and work with the IT Department to obtain approval of said system architecture documentation. Associated sub-tasks are as follows: • Sub-Task 2.4.1: Client Team to Prepare Cityworks AMS system architecture documentation and submit to County IT for review and approval(Client-Owned Task); Collier County,Florida—Public Services 25 t A/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL • Sub-Task 2.4.2: Client Team to update Cityworks AMS system architecture documentation per County IT direction(Client-Owned Task); • Sub-Task 2.4.3: Client PM to provide Woolpert with a copy of the final approved system architecture documentation(Client-Owned Task). Deliverables • There are no Woolpert deliverables associated with this series of sub-tasks. Assumptions • All activities related to the documentation and approval of the Cityworks AMS system architecture will be performed by County staff and will not require the support of Woolpert team members. Client Responsibilities • The County will document hardware and network design requirements specific to the Collier County IT infrastructure. Task 2.5: Prepare Configuration Documentation Woolpert will compile the asset management program data gathered and documented through the multiple on-site workshops and other related project meetings completed project-to-date (pre-planning discovery) and distill this information into a series of organized configuration documents. This configuration documentation, consisting of standard AM system elements, as well as the customized details required to support the County's specific asset management program, will be used to guide the configuration of the AM system such that it is localized to the County's specific work order and asset maintenance management requirements. Associated Sub-Tasks are as follows: • Sub-Task 2.5.1: Woolpert to Prepare Draft Configuration Documentation • Sub-Task 2.5.2: Woolpert to Submit to Client PM for Review • Sub-Task 2.5.3: Woolpert to Facilitate Remote Review Meeting with County Technical Team Deliverables • Woolpert team members will develop a set of configuration documents as more fully detailed above • Woolpert will facilitate a remote review meeting up to four(2)hours in duration with the County's technical team Assumptions • All above listed tasks will be performed remotely County Responsibilities • Review the prepared Draft Configuration documentation • Participate in the remote review meeting Collier County,Florida—Public Services 26 ik A 1 Cityworks AMS Implementation Planning and Design Statement of Work W O O L P E R T ARCHITECTURE I ENGINEERING I GEOSPATIAL Task 2.6: Provide Cityworks AMS Configuration Training (County- Owned Task) The County will facilitate a series of configuration training courses for the purpose of providing the County's project team members with the Cityworks knowledgebase needed to support the system design and implementation deci- sions.Configuration Training will be comprised of a two-day curriculum designed to cover all relative aspects of the AM system configuration. Completion of the configuration training will ensure the County's project participants (those with implementation responsibilities)are provided with enough exposure to,and understanding of,the City- works work order and asset management functionality such that they are able to make smart and informed config- uration decisions as they relate to the overall implementation objectives. The intent of the Configuration Training is not to provide the skills needed to maintain the daily operations of the system. This End-User Training is provided at a later date. Configuration Training will be facilitated in a classroom environment(computer lab or training room)on-site at the County's facilities. Associated Sub-Tasks are as follows: • Sub-Task 2.6.1: Client Team to Prepare Configuration Training Agenda(Client-Owned Task) • Sub-Task 2.6.2: Client Team to Prepare Site for Configuration Training(Client-Owned Task) • Sub-Task 2.6.3: Client Team to Provide Configuration Training(Client-Owned Task) o Sub-Task 2.6.3.1: Configuration Training Class 1(Client-Owned Task) o Sub-Task 2.6.3.2: Configuration Training Class 2(Client-Owned Task) Deliverables • There are no Woolpert deliverables associated with this series of sub-tasks. Assumptions • All activities related to the Cityworks AMS Configuration Training will be performed by County staff and will not require the support of Woolpert team members. County Responsibilities • The County project team to develop a training agenda • The County will provide an onsite trainer for up to two (2) consecutive business days to provide the Configuration Training • County project manager to schedule and accommodate the appropriate County project team members such that they are available, without undue interruption, for the required number of days • Secure an appropriate training facility suitable for participants Task 2.7: Facilitate Core Cityworks AMS Software Configuration Woolpert will facilitate the Core Cityworks Configuration through a series of up to two (2) on-site configuration workshops. The first round of workshops will address: • Domains. This is the security architecture that determines how employees, work orders and other asset maintenance management information can be shared across organizational boundaries. • Employee Hierarchy.Determines security protocols for each user of the system as well as practical grouping of employees for assignments to work orders,inspections,and service requests(e.g.crews). • Work Orders.Templates for each of the type of maintenance activities that will be performed on each asset in the system Collier County,Florida—Public Services 27 1A/ Cityworks AMS Implementation Planning and Design Statement of Work WOOLPE RT ARCHITECTURE ENGINEERING I GEOSPATIAL • Tasks. Individual work items associated with a work order. For example, a repair sewer main work order might have tasks for establish traffic control,utility locate,excavate,etc. • Materials Hierarchy.Organization and rules for items that are used to repair assets. Examples of materials are things such as pipes and meters. • Equipment Hierarchy. Organization and rules for items that are utilized to complete a work order but are not consumed. Examples are items such as backhoes,vehicles,vacuum trucks,etc. • Service Requests.Templates for requests for service.Many times maintenance activities are initiated start- ing with a service request whose purpose is to determine if a work is necessary or not. • Reporting.Current or future expected reports will be discussed and designed. • Projects. Projects to be managed within the Cityworks AMS software Woolpert will update the System Configuration Document upon completion of the first round of configuration work- shops.The extra planning steps that are taken during the initial phases of an implementation,such as this will reap tremendous rewards when the system goes into production. In support of the configuration workshops, Woolpert will have a full version of Cityworks available to help facilitate ideas and approaches to the configuration —this is also part of the overall iterative learning process. At the end of the first round of workshops,there will be a set of action items for the County team members,such as compiling a list of employees,work crews,and contractors,as well as hard copies of work orders,reports,inspection forms, and other relevant data sets. Woolpert will prepare a detailed list of action items and submit them to the County project manager.At the end of first round of configuration workshops,Woolpert expects to have gathered enough information to configure approximately 70%of the County's desired asset maintenance management func- tionality. The second round of workshops will address proposed configuration approaches to service requests,work orders, and inspections identified in the initial workshops. During second round workshops,the County's actual configured data will be available for viewing within the AM System software. At the end of second round of workshops, Woolpert expects to have gathered enough information to configure approximately 85%to 100%of the County's Core AM System requirements. Associated Sub-Tasks are as follows: • Sub-Task 2.7.1: Round 1 Configuration o Sub-Task 2.7.1.1: Round 1 Configuration Workshops ■ Sub-Task 2.7.1.1.1: Woolpert to Prepare for Configuration Workshops ■ Sub-Task 2.7.1.1.2: Facilitate Workshops(On-Site Task) o Sub-Task 2.7.1.2: Woolpert to Update Configuration Documentation(Round 1) o Sub-Task 2.7.1.3: Woolpert to Perform Configuration in Development Environment(Round 1) o Sub-Task 2.7.1.4: Woolpert to Facilitate Remote Configuration Review Meetings with Client Technical Team ■ Sub-Task 2.7.1.4.1: Remote Review Meeting 1 ■ Sub-Task 2.7.1.4.2: Remote Review Meeting 2 • Sub-Task 2.7.2: Round 2 Configuration o Sub-Task 2.7.2.1: Round 2 Configuration Workshops ■ Sub-Task 2.7.2.1.1: Woolpert to Prepare for Configuration Workshops ■ Sub-Task 2.7.2.1.2: Facilitate Workshops(On-Site Task) o Sub-Task 2.7.2.2: Woolpert to Update Configuration Documentation(Round 2) o Sub-Task 2.7.2.3: Woolpert to Perform Configuration in Development Environment(Round 2) o Sub-Task 2.7.2.4: Woolpert to Facilitate Remote Configuration Review Meetings with Client Technical Team Collier County,Florida—Public Services 28 •♦/ Cityworks AMS Implementation Planning and Design - Tv Statement of Work WOOLPERT ARCHITECTURE I ENGINEERING I GEOSPATIAL • Sub-Task 2.7.2.4.1: Remote Review Meeting 1 • Sub-Task 2.7.2.4.2: Remote Review Meeting 2 Deliverables • A Woolpert Senior System Analyst and System Analyst will facilitate Round 1 Public Services On- Site Configuration Workshops for up to four(4)consecutive business days • Woolpert will update the configuration documentation based on the outcome of the first round of configuration workshops • Woolpert staff will perform system configuration in the County's on-premise development envi- ronment via remote access • Woolpert will facilitate two(2) remote in-process configuration review meetings,each up to four (4)hours in duration,with the County's technical team • A Woolpert Senior System Analyst and System Analyst will facilitate Round 2 Public Services On- Site Configuration Workshops for up to four(4)consecutive business days • Woolpert will update the configuration documentation based on the outcome of the second round of configuration workshops • Woolpert staff will perform system configuration in the County's on-premise development envi- ronment via remote access • Woolpert will facilitate two(2) remote in-process configuration review meetings,each up to two (2)hours in duration,with the County's technical team Assumptions • All workshop preparation activities will be performed remotely • Actual workshops will be administered on-site at County facilities • County staff participating in the Configuration workshops will do so un-interrupted County Responsibilities • Secure an appropriate workshop facility • Coordinate and schedule workshop participants • Workshop participants shall actively participate in workshop activities • Populate the updated GIS database with the pilot facility data before the Configuration Workshops begin with the goal of having at least 80%of all the data in the system by go-live. Task 2.8: Facilitate Inventory and Materials Management Configuration Materials management and inventory control procedures play a significant role in properly deployed asset mainte- nance management solutions. As materials are added to work orders,they need to be depleted from the stock and the cost of the materials added to the work orders; as materials are depleted from stock,they need to be requisi- tioned from the various vendors. This task is focused on configuring the materials management module of Cityworks to achieve these objectives. The effort required to integrate Cityworks with the County's purchasing and inventory system of record is addressed in the Systems Integration tasks. To accomplish these goals,Woolpert will facilitate a series of Inventory and Materials Management Configuration Workshops and then perform the resulting configuration in the Cityworks Storeroom software. Associated Sub-Tasks are as follows: • Sub-Task 2.8.1: Configuration Workshops o Sub-Task 2.8.1.1: Woolpert to Prepare for Configuration Workshops o Sub-Task 2.8.1.2: Woolpert to Facilitate Configuration Workshops(On-Site Task) Collier County,Florida—Public Services 29 `A/ Cityworks AMS Implementation Planning and Design Statement of Work WOQLPERT ARCHITECTURE 1 ENGINEERING I GEOSPATIAt • Sub-Task 2.8.2: Woolpert to Update Configuration Documentation • Sub-Task 2.8.3: Woolpert to Perform Configuration in Development Environment • Sub-Task 2.8.4: Woolpert to Facilitate Remote Configuration Review Meetings With County Technical Team o Sub-Task 2.8.4.1: Remote Review Meeting 1 o Sub-Task 2.8.4.2: Remote Review Meeting 2 • Sub-Task 2.8.5: Woolpert to Update Configuration in Development Environment Deliverables • A Woolpert Senior System Analyst will facilitate On-Site Public Services Configuration Workshops for up to two(2)consecutive business days • Woolpert will update the configuration documentation based on the outcome of the first round of configuration workshops • Woolpert staff will perform system configuration in the County's on-premise development envi- ronment via remote access • Woolpert will facilitate two(2) remote in-process configuration review meetings, each up to one (1)hour in duration,with the County's technical team Assumptions • All workshop preparation activities will be performed remotely • Actual workshops will be administered on-site at County facilities • County staff participating in the Configuration workshops will do so un-interrupted County Responsibilities • Secure an appropriate workshop facility • Coordinate and schedule workshop participants • Workshop participants shall actively participate in workshop activities Task 2.9: Quality Control Woolpert technical resources, not regularly involved with this implementation will perform independent quality re- view of the work processes and deliverable products in accordance with the Woolpert Total Quality Plan. Task 2.10: Phase Acceptance and Close Upon completion of the Phase 2 Tasks, the Woolpert Project Manager will provide a Phase Acceptance and Close document to the Client Project Manager for review and signature. The Client Project Manager's signature indicates Woolpert has delivered the Phase 2 services in accordance with the Scope of Work and Project Plan. Collier County,Florida—Public Services 30 EXHIBIT B1-1 CCFM Fee Schedule Woolpert will perform the above specified services under a fixed lump sum fee task order,inclusive of all direct labor and associated travel costs. Project fees are as follows: Task Name Lump Sum Cost Total Collier County Facilities Management Project Plan $163,271.00 Project Management $31,106.00 Phase 1: Implementation Planning $30,976.00 Task 1.1: Conduct Pre-Planning Discovery $17,304.00 Task 1.2: Install and Configure Cityworks AMS Software $0.00 in a Sandbox Environment(County-Owned Task) Task 1.3: Facilitate Cityworks AMS Software $0.00 Demonstrations (County-Owned Task) Task 1.4: Define Recommended Asset Data Model $7,214.00 Structure Task 1.5: Review and Analyze Existing Asset Registers $5,210.00 Task 1.6: Quality Control $1,248.00 Task 1.7: Phase Acceptance and Close $0.00 Phase 2: System Design and Configuration $101,189.00 Task 2.1: Define Planned Maintenance/Asset $16,663.00 Management Activities Task 2.2: Define Cityworks AMS and Materials $13,412.00 Management Workflows Task 2.3: Design ArcGIS Facilities Geodatabase $7,500.00 Task 2.4: Document Hardware and Network Design $0.00 Requirements (County-Owned Task) Task 2.5: Prepare Configuration Documentation $4,450.00 Task 2.6: Provide Cityworks AMS Configuration Training $0.00 (Client-Owned Task) Task 2.7: Facilitate Core Cityworks AMS Software $45,565.00 Configuration Task 2.8: Facilitate Inventory and Materials Management $9,120.00 Configuration Task 2.9: Quality Control $4,479.00 Task 2.10: Phase Acceptance and Close $0.00 Page 6 of 9 FIRST AMENDMENT TO AGREEMENT #13-6064"ASSET MANAGEMENT SOFTWARE AND CONSULTING SERVICES" EXHIBIT B1-2 CCPS Fee Schedule Woolpert will perform the above specified services under a fixed lump sum fee task order,inclusive of all direct labor and associated travel costs. Project fees are as follows: Task Name Lump Sum Cost Collier County Public Services Project Plan Total $138,723.00 Project Management $13,262.00 Phase 1: Implementation Planning $25,910.00 Task 1.1: Conduct Pre-Planning Discovery $13,668.00 Task 1.2: Install and Configure Cityworks AMS Software in a $0.00 Sandbox Environment(County-Owned Task) Task 1.3: Facilitate Cityworks AMS Software Demonstrations $0.00 (County-Owned Task) Task 1.4: Define Recommended Asset Data Model Structure $5,784.00 Task 1.5: Review and Analyze Existing Asset Registers $5,210.00 Task 1.6: Quality Control $1,248.00 Task 1.7: Phase Acceptance and Close $0.00 Phase 2: System Design and Configuration $99,551.00 Task 2.1: Define Planned Maintenance/Asset Management $12,063.00 Activities Task 2.2: Define Cityworks AMS and Materials Management $7,569.00 Workflows Task 2.3: Design ArcGIS Facilities and Parks Geodatabase $7,500.00 Task 2.4: Document Hardware and Network Design $0.00 Requirements(County-Owned Task) Task 2.5: Prepare Configuration Documentation $4,450.00 Task 2.6: Provide Cityworks AMS Configuration Training $0.00 (Client-Owned Task) Task 2.7: Facilitate Core Cityworks AMS Software $54,370.00 Configuration Task 2.8: Facilitate Inventory and Materials Management $9,120.00 Configuration Task 2.9: Quality Control $4,479.00 Task 2.10: Phase Acceptance and Close $0.00 Page 7 of 9 FIRST AMENDMENT TO AGREEMENT #13-6064"ASSET MANAGEMENT SOFTWARE AND CONSULTING SERVICES" EXHIBIT Cl-1 CCFM Implementation Schedule Summary Woolpert will provide a detailed schedule to the County's Project Manager during the Kick-Off Meeting. Project Management 365 (Project Kick-Off Meeting;Project Schedule Coordination;Client Status Meetings; and Internal Coordination Meetings) Phase 1: Implementation Planning 1.1-Conduct Pre-Planning Discovery 1.2- Install and Configure Core Cityworks AMS Software in a Sandbox Environment(County-Owned Task) 1.3- Facilitate Cityworks AMS Software Demonstrations (County- Owned Task) 1.4- Define Recommended Asset Data Model Structure 1.5-Review and Analyze Existing Asset Registers 1.6- Quality Control 1.7- Phase Acceptance and Close Phase 2: System Design and Configuration 2.1: Define Planned Maintenance/Asset Management Activities 2.2: Define Cityworks AMS and Materials Management Workflows 2.3: Design ArcGIS Facilities and Parks Geodatabase Task 2.4: Document Hardware and Network Design Requirements (County-Owned Task) Task 2.5: Prepare Configuration Documentation Task 2.6: Provide Cityworks AMS Configuration Training (County- Owned Task) Task 2.7: Facilitate Core Cityworks AMS Software Configuration Task 2.8: Facilitate Inventory and Materials Management Configuration Task 2.9: Quality Control Task 2.10: Phase Acceptance and Close Page 8 of 9 FIRST AMENDMENT TO AGREEMENT #13-6064"ASSET MANAGEMENT SOFTWARE AND CONSULTING SERVICES" EXHIBIT C1-2 CCPS Implementation Schedule Summary Woolpert will provide a detailed schedule to the County's Project Manager during the Kick-Off Meeting. Project Phase/Task Name a.... � _. '. .. &.. .. Project Management 365 (Project Kick-Off Meeting;Project Schedule Coordination;Client Status Meetings; and Internal Coordination Meetings) Phase 1: Implementation Planning 1.1-Conduct Pre-Planning Discovery 1.2- Install and Configure Core Cityworks AMS Software in a Sandbox Environment(County-Owned Task) 1.3- Facilitate Cityworks AMS Software Demonstrations (County- Owned Task) 1.4- Define Recommended Asset Data Model Structure 1.5-Review and Analyze Existing Asset Registers 1.6- Quality Control 1.7- Phase Acceptance and Close Phase 2: System Design and Configuration 2.1: Define Planned Maintenance/Asset Management Activities 2.2: Define Cityworks AMS and Materials Management Workflows 2.3: Design ArcGIS Facilities and Parks Geodatabase Task 2.4: Document Hardware and Network Design Requirements (County-Owned Task) Task 2.5: Prepare Configuration Documentation Task 2.6: Provide Cityworks AMS Configuration Training (County- Owned Task) Task 2.7: Facilitate Core Cityworks AMS Software Configuration Task 2.8: Facilitate Inventory and Materials Management Configuration Task 2.9: Quality Control Task 2.10: Phase Acceptance and Close Page 9 of 9 FIRST ENT #13-6064"ASSET MANAGEMENT SOFTWC ARE AN ONSULTING S SERVICES"